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I)ETITION FOI{ l)ltOUA TE Ilnd GI{ANT OI~ LETTEltS
0)/- 1.1./. - 1Ro
No,
Tn:
ReglslCr or Wills ror the
_~ fJ"I'I"/.Il'd, Coullly or --Cu.Dlb:r./dnd In Ihe
Sol'iul Security No, -"ZOO - ~-=-~,s:tJI Conunonweahh or I'cnnsylvanla
The pelillnnof Ihc undcrsigncd lespcclfully represcnls Ihlll:
Your Ilelilinner(s), who Is/arc 18 YCllrs Ill' age or older anlhe exeeul~c::
Inlhe InSl will of Ihc ahovc dcccdcnl, Ihlled O~bb- I/:
and eodlcll(s) daled
na~ed
,19~
(~llIlr rdr\'lllll fo'lr"'lII11\llIlh:C!., (',It, rCllllllclullOI1. lIrl1lh ur l,..\t'1:U1nr. rlC.)
[)ccendenl I\'as domlellcd 01 dClllh In (I.....mbtu:lafld
h~ lasl rmnlly or~incipal \jj,idencc UI lMo:.;...:. . .
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(11\1 ~lIl..C't. nmuher nnll fIIunclr"lil)')
[)cccndel1l,lhen B 9 years of age, dicd _ " thioa.r /(. ,19 9'1 ,
U1~J~:L~1 100 fVlf. fllle,. 0:''', m~~~,u. m~ ,
Excepl ns follows, l~c;'del1l did nOlmllrry, WllS nol divorced and did nOI'1lavc a child born or adoplcd
after execolion of Ihe willorrered ror probnlc: was nollhc vicllm of n kllllag nnd was nevcr adjudiealed
incompctcl11 :
[)ecendenllll delllh owned properlY wilh eSllmnled vnlues ns follows:
(If domiciled In I'n.) All personal properlY
(II' nol domiciled in I'n.) I'ersoanl properly iu I'ennsylvnnln
(II' nol domiciled In I'n.) I'ersonnl properlY in Coul1lY
Vnlue or renl cslnte In I'ennsyll'llnln
sllualed ns follows: WOrle.
$
$
$
$
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.
WHEREFORE, pelllioncr(s) respeclfull)'
presenled herewilh and Ihe gral1l of lellers
Iheron.
requesl(s) Ihe probale or Ihc 1051 will and eodlell(s)
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(lC'\llllllCIIIUr)': i1l1mlnl\lrutloll c.t.n.; nllmlnblr:ulon d.b.n.c.t.a.)
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OATH OF I)EltSONAL ItEPltESENTATIVE
COMMONWEALTH OJ. PENNSYLVANIA
COUNTY 01' CUMBERLAND
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Thc pelilioncr(s) lIbove'lIlllned swear(s) or affinn(s) Ihlll Ihe slalcmenls III Ihe rNegolng I,cllllon are
Irlle llnd correcl 10 Ihe beSlof Ihe knowlcdge llnd helieI' or pelllioner(s) and 111lI1 as personol reprcscn.
Hlllve(s) of Ihe nbove dccedclll pelilioner(s) will well nnd nly lldminisler Ihe es Ie according 10 law.
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Sworn 10 I~r arnn~'7tH"'" ...,,,,... ~
1ler BV~~'B~ s. I ~a' of
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1 ~~1s3127~ J:Q; .
~ C. LEWIS /I"}lilll'r ~
/11-;)./1['-
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No.
21 - 94 - 980
LLI~ k s"\rrllk,'
DECREE OF PROBATE AND GRANT OF LETTERS
Estate of
, Deceased
AND NOW NOVEMBER 22. 19...2L.., In consideration or the petition on
the reverse side hereof, satlsraclory proof having been presented before me,
IT IS DECREED that Ihe Instrumenl(s) dated OCTOBER 4. 1994
described therein be admittcd 10 probate and filed or record as the last will of
LUCY K. SORGENFREI
It::'IAMtNII\KY
MtLLUN !lANK N A
and Lellers
are hereby granted to
(25.00)
3'/.00
q. (;I:)
11f1 ^ ~ ~ y;~ (!~Lf);11 Gi:nf1:a.
U RealSII.:r or Will, . 7/ d
MARY C. LEWIS
J.b.eell Co. Melle €~.
~th. J r:rll.....~ ~ lJ-':<rdtz..
A1TORNEY (Sup. Q, 1.0, No.)
P.D. &N: 7~'1 ,IIMRl:I&JlC. P4. 1"Cf!-07.:l'1
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ADDRESS
hI") ~5.:l-~
PHONE
FEES
Probale, Lellers, Etc~,~.~; $
Short Certlficates(.3) . . , , , . . , .. $
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TOTAL _ $ t./'E.ro
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Mailed letters and order to Bank on November 22, 1994
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This is ItI l'crtil)' dWllhl' illlllrtl1.lcioll !atOll' giHIlI\ 1.1I111'ttlr lllpU'll 1r01l1 ,11l11li.CIlI.d u'llilirilll'.lI .1t-.1I1l duly filt.d wilh II1l' .IS
I.rK.IIItl'gi!\lrilr The t1ligillid fl'lIilil',lIt, will hl' 'llI'w,udt'd Itl Ill(' ~1,11t' Vit.l! IlllllhJ... (II/ill' 1111 Pt'flll,lIlt'lll lillll,l.:.
WARNING: It la II10golto dupllcato thla copy by photoatat or photograph.
No.
a;!/)l./.4?%.1.;4~:/l'~y~
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Fl'C.'(or (hi, u.rtilk.lIt" $2.00
2612789
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COMMONWeALTN 0' PEHNaYLIIANIA' DEPARTMENT 0' HEALTH' VITAL RECORDa
CERTIFICATE OF DEATH
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Lucy K Sorgenfmi
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Hay 3, 05
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Grand Rapids
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- 36 - 2578
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Housewife
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100 Mt Allen Drive
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209 S. Stratford Arllo
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ton Hei hts III 60004
.Woodll1Wl1 Cemete
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era-Harner F\Jneral
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Grand Ra ids Michi on
Home Inc1903 Market Street
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21 - 94 - 980
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14tt5t ~ill ttntkW~5fttm~nt
OF
LUCY K. SOROI!NFREI
I, LUCY K, SORUENFRHI, of Camp Hill (Upper Allcn Township),
Cumberland County, PCIUlsylvlUlia, do mnkc, publish IUld dcclare this IU be my LIISI Will und
Tcstnmcnt, hcrcby revoking nil Wills IUld Codicils by mc nl IUlY Ilmc mndc.
ITEM I: I direct that nil InhcritlUlcc IUld cstatc taxcs
becoming duc by reason of my de nth. whclhcr such taxes mny be payablc by my cstatc or by
uny reciplcnl of W1Y property. shull be paid by thc Ellcculor oul of thc property pllSsing undcr
ITEM V of Ihis Will. u.~ WI cllpcnse wId cosl of adminislralion of my eslute. TIle Executor
shall hllvc no dUly Ill' obligation 10 obtain reimbursement for JUlY sllch tax so pnid. even
Ihough (," I'rnceeds of Insurance or othcr property no! plL,sing under this Will.
ITEM II: I give nnd bequellth my Pontinc sedwl wtd thc
sum of FIVE THOUSAND ($5.000) DOLLARS 10 my fricnd. MADEL l.OPP. If shc sUlvives
mc.
ITEM Ill: I give aud bequellth nil of my household fumiture
and fU11llshings, books, piclures, Jewelry, slJverwure, wcaring appnrel and 11.11 other 1U11c1es of
houschold or personal usc or adommcnt, except my Ponllac sed WI, IUIII all policies of
insllJ'lUlce thereon 10 my children living lit thc limc of my dCllth 10 bc divided between Ihem
liS they shllll ngrce.
ITEM IV: I give nnd bequeath nil securities lhlll I own isslI$d
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by LutherlUl Church EXlcusloll Fund, Missouri SYllud, 10 Clllvury Lutheran Church, 2~/WOOd
Paqe 1
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Drive, Mechanlcsburg, Pennsylvania, on the condition that so much of the principal amount of
said securilles be retained by the church as will produce an annual income to pay the
expenses to provide perpetual lighting of the church steeple in memory of my late husband,
OlTO F. SORGENFREI.
ITEM V: I give, devise and bequeath all the rest, residue
and remainder of my estate not disposed of in the preceding portions of this Will to, and I
hereby specifically exercise all powers of appointment granted to me in the Last Will and
Testament of my husband, OlTO p, SORGENFREI, or otherwise provided to me, in favor of
MELLON BANK, N,A., fonnerly Commonwealth National Bank, Harrisburg, Pennsylvania,
as Trustee, IN TRUST NEVERTHELESS, to be held, administered and distributed in
accordance with lhe tenns of a certain Agreement of Trust executed by Commonwealth
National Bank as Trustee mId by me as Grantor on the 13th day of September, 1989. I
hereby confmn WId ratify said Agreement of Trusl in every respect.
ITEM VI: No interest of any fiduciary under this Will or any
Codicil hereto shall be subject to Wlticipation or voluntary or involuntary alienation, and the
personal receipt of such beneficiary shall be the sufficient and only discharge of ElIecutor
unless otherwise provided herein.
ITEM VII: In addition to powers given by law, the Executor
shall have the following discretionary powers, effective without court order:
(a) To retain any property received by the Executor;
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(b) To sell real estate for Wly purposes, publicly or privately, for
such prices Wld on such terms as the Executor deems proper, without liability
on the purchasers to see to application of the purchase moneys;
(c) To compromise controversies;
(d) To distribute income or principal in cash or in kind, or pnrtly in
each, at valuations fIxed by thc Executor at such times ns arc deemed
appropriate;
(e) To hold investments in the name of a nominee; Wld
(0 To undertake all other nets in the Executor's judgment deemed
necessary for the proper and advWltageous administration WId senlemcnt of my
estate.
ITEM VIII: Any person who shall have died at the swne time
as I shall have, or in a common disaster with me, or under such circumstWlces that the order
of our deaths cannot be established by proof, or within thiny (30) days of my death, shall be
deemed to have predeceased me,
ITEM IX: I hereby nominate, constitute Wld appoint
MELLON BANK, N.A., formerly Commonwealth National Bank, to be my Executor, My
Executor, Trustee WId Guardian are specifically relieved from the duty or obligation of fLIing
WlY bond or other security, The Executor shall be entitled to compensation for its services in
accordance with its schedule of fees in effect from time to time,
Page 3
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IN WITNESS WHEREOF, I have set my hand and selll to this, my wt Will
and Testmnent, consisting of this and the preceding three (3) pages, at the end of each page
of which I have lIIso set my Initillls for greater security and better identification this II fh day
of Dl!.tobl:~ 191W,
)1~~_/ fI,
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(SEAL)
LUCY K. SOROENFREI
We, the undersigned, hereby cenify that the foregoing Will was signed, sellled,
published and declared by the above-nmned Testatrix as and for her wt Will and Testmnent,
In the presence of us, who, at her request and In her presence and In the presence of each
other, have hereunto set our hands wId seuls the dny and yeur first above written, and we
cenify that at the time of the execulion Ihereof, the snid Testatrix was of 50nnd and disposing
mind and memory.
rH .wL;'^) (SBAL) ~i~m ~~~~~.~fA
j};&(J d1l10--:ttl-,-y',ri<SEAL) Residing at .Ill .,5. Intlr ~-f ~ ;J~ d
JULio~/ Sa/Ii: 71.a '
(SEAL) Residing at
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METTE, EVANS Be WOODSIDE
ATTORNJ:Va AT LAw
HARRISBURG. PENNSVLVANIA 1710S.07211
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21 - 94 - 980
REGISTER OF WILLS OF C!uml!:Ql...~lh COUNTY
OATH OF SUBSCRIBING WITNESS
~A~1l k'AAAIk. 1<'J.."J{1ta'~
(each) a subscribing witness to Ihe will presenled herewllh, (each) being duly quallned according to
law, depose(s) and say(s) that .c:,,~. um.. - present and saw
lnny k'. .soR6eAJPIf~ ,
the testal .:. II ',sign the same and that D.ib..... ~ ~I;~,... signed as a witness at the
request or testal rIll In h ...R presence und (Inlhe presence or each olher) (In the presence of the
other subscribing wltness(es)), f4~
Sworn to or arnrmed and subscribed berore At..." ~
me this 17TH day or ~rn~ Lln e) d 7&o-:'1I1;S
_ NOVEMB~~ \ 1(19 9~ ~ P.O. &:r.c 1010; i4...r...;"~cr' p" rll~.'OIO
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'\TRY C, LEWIS' Reglsler U
(Name)
(A ddress)
REGISTER OF WILLS OF f'.uM~eIlU/U:; COUNTY
OATH OF NON-SUBSCRIBING WITNESS
--S}1o C'bn r'V\. ~("Cj ~
(each) a subscriber hereto, (each) being duly quallned according to law, depose(s) and say(s) that
6tu.. IS rami liar with the slgnalure or J uc:t I<' .s"1"Q8fl {;.e, ,
. -=-r v
testal n Ie' or (one or Ihe subscribing witnesses to) the will presented herewith and
llOIlIiIil
that ~ believes the signature on Ihe will Is In Ihe handwriting or
L.."'1 k .;;;b'(JeYl ~i
to the besl of Jov-r- knowledge and beller, ~ ) ~
Sworn to or arnrmed and subscribed berore ~aun 2/. ~ .' 1/_
, ... 1./:'(1.I,q -J ISO -..:so <0
me this 17TH day or .5ltI\P,o~,,, ~ (aIfle)
. NOVEM~ER,.,. (1t'19~ ~P.o. &\i /OID) 1-lfl.~tfc.Au~ PA 17JCB./olo
77f/I)'H ( cXej. :!~ P ...~ ,W/21f.:/;tP, (Address)
MARY C. LEWIS Reglsler
(Name)
(Address)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Lucy K. Sorgenfrei
Date of Death: October 16, 1994
Will No.
Admin. No,:
2194-0980
1994-00980
To the Register:
I certifY that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 00980 of 1994,
~
Addre~s
126 Humer St., Enola, PA 17025
208 Wood Drive, Mechanicsburg, PA 17055
3816 S. Post~ve., New Orleans, LA 70131
5855 Walnut Creek Rd., Apt, A201, River Ridge, LA 70123
1329 Christopher Ct., Metairi, LA 70001
515 Upland Court, Murfreesboro, TN 37130
Mrs, Mabel Lopp
Calvary Lutheran Church
Donald F. Sorgenfrei
Ruth L. Sorgenfrei
Karen L. Sorgenfrei
William E, Sorgenfrei
and as Guardian for:
Peyton N, Sorgenfrei
Cory A. Sorgenfrei
Eric L. Sorgenfrei
Mary Alice He]ms
Katherine L, Janilowski
309 Sou1h Stratford Rd" Arlington HeiAhts, IL 60004
835 N. Kasper Ave" Arlington Heights,1L60004
3838 N. Pauline #2, Chicago,lL 60613
Stephen D. Helms
Notice has now been given to all persons entitled thereto under Rule 5.6(8) except
Date
November 28, 1994
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6g tiM-<'~ tile.. I~.. 'I
Sharon M. Garcia
Signature
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Address Mellon Bank, N,A.
P. O. Box ]010
Harrisburg, PA ]7108-]010
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Capacity: ---X... Personal Representative
_ Counsel for Personal Representative
2PI01
D.I. of Dulh
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NAr:C'r' I ~;.:(~ ~ V. ~:y ..,'.' >'!~
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Addr... .
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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.eco,dlnq 10 I.w, d.pol.. .nd UYI Ihot she ..... r:tJ.>(ltlTDf?
01 Ih. esl.t. 01 I 11(''1 K, S IRf.Je/J l'B";
1.1001 Lov.x:'r' A I""-~ \ f'O/<Jllslv:p , Cumb.,I.nd County, P.., d.cul.d .nd Ihot Iho
within Is on In..nlo,y m.d. by r\'l~ ( ~rv bAtJK I I\J .IL.. , Ih. ,.Id he!!u....,~
01 Ih. .ntl,o ....1. 01 said d.c.d.nl, ecn,lltlng 01 .11 tho p...on.1 p,op.rty .nd reel......, exc.pl ,eel .".1. ouhld.
th. Commcnwullh cl P.nnlyl..nl., .nd Ih.I Ih. IIgu,.. oppolll. eech Item 01 the In..ntory ..p....nl lt'l 1.lr ..Iuo
.1 of tho d.le of d.c.denl', de.lh.
(Ylco (j 01\.' AMI':. J
b.lng duly, ~u
19 9.5"
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.nd lub,erlb.d b.fo,. m.,
D.y
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M.nth
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INSTRUCTIONS
I. An In..nlory mUlt b. flied within three monlh, .ft.r .ppolnlm.nl of po..on.1 rep,...nlallve,
2, A ,upplomont In.onlory must be flI.d within Ihlrty d.y' 01 dlleo.e,y 01 .dditional 0..01,.
3. Addltlonol ,hooh m.y bo athclo.d .. to po..onalty 0' ,..lty
4. Soo Artlel. IV, Flducl.rlo, Act of 1949.
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Invontory of tho roal and ponanal o.tato of
LUcy K. Sorgonfrei
doe.aud,
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1.
1985 Oldsmobilo Cutlass Ciera four door aodan, appraiaed at
$1,500 00
2. Mollon Bank, N.II., Checking Account 1314-0001607 in name of
LUcy K. Sorgenfrei at 000
651 47
3.
Accruod interest on Item 12
77
4. $1,000 Lutheran Church Extension Fund Note 1014-301490-4 3.5\
due 5/23/97
1,000 00
5. AccrUed interest on Item 14
3 65
6. $15,000 Lutheran ChUrch Extension Fund Note 1143006405 5.25\ dUe 7/11/99
15,000 00
7. Accrued interest on Itom 16
8 63
8. Uncashed check dated 10/11/94 from Lutheran ChUrch Extension Fund
198 49
9. AccrUed interest on Mollon Bank, N.II., TrUatee under Will of otto
Sorgenfrei 10792EN, LUcy K. Sorgenfrei., as Income life tenant
1,262 27
10. AccrUed interoot on Mellon Bank, N.II., Trustee under Agroement for
LUcy K. Sorgsnfrei 10749BN, as Grantor and in como boneficiary
9,384 94
11. Pennsylvania BlUe Shield refund for medical expenses
1,314 28
12. Professional 1I0spice - refund for nursing aorvicos 9/21/94
768 00
13. State Farm InsUrance - refund of premium on auto insurance policy
1611-8283-Cl0-38H
96 ~I
31 , 180 34
Il/- d.4~-'i
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR DATES OF DEATH AFTER 12131/91
CHECK HERE IF A SPOUSAL
POVERTY CREOIT IS CLAIMEO
FILE NUMBER
21 1994
COUNTY CODE YEAR
DECEDENT'S COMPLETE ADDRESS
100 Mt. Allen Drive
Mechanicsburg Pa 17055
10 16 94 05 03 1905 Count CUmberland
SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
REC.,', S'rrR
I rUV-U.aO[X11'.U41
COMMONW[A\.fH OF f'ENN5VL'VANIA
DEPARTMENT OF "EVENUE
DEPT."&OeOl
tlARRI&OUno. PA 11\1'-01101
;t
,
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
So enfrei IJ..1 K
SOCIAL SECURITY NUMBER
200-36-2578
(I Ll VI I
"IRIIT AND ~IO LE INITIAL)
o 4ft, Fuhllo Inlorosl Compromiso
(for dalos 01 doalh allor 12-12-82)
lB e. Oeccdonl Dlod TO,81alo Hl 7. Docodont Maintainod a Living Tlust
(Anach copy 01 Will) (Anach copy 01 TlUal)
~WCORAeSPONDENCE'ANDCONFIDENTIAL.TAXINFORMATION SHOULD BE DIAECTEOTO:,". ",""!",,,,'I
NAME COMPLETE MAiliNG ADDRESS
Mellon Bank N.A. Executor P.O. Box 1010 RM 181-0336
TELEPHONE NUMBER Ha=isburg Pa 17108
717 780-3112
1, Roa' Ealato (Schodlllo A)
2, Stocka and Bonds (Schodlllo B)
3, Cloooly Hold SlockJPftf1nOrship 111101051 (Seh, C)
4. Mortgagos Gnd Nolos Rocolvablo (Schodulo 0)
5, Cash. Bank Ooposlls & MlscollBnuous Porsonal
P/OpOfty (Schodlllo EI
6, Jointly Ownod Proporty (Schodulo F)
7. Tran81018 (Schodulo 01 (Schodulo l)
8. Tolol GrOSB ASBOtS (lolalllno9 1"7)
O. Funoral Exponsos, AdmlnlslraUvo COBIS.
Miscellaneous Expenses (Schedule H)
10, DobIS, Mortgogo Uobllltlos, lions (Schodlllo I)
11, TOlol DoducJlono (10101 LInDo 9 & 10)
12, Not Valuo 01 Eslalo (linD 8 minus linD 11)
13. Charllablo and GovornlTlenlol Boquosls (Schedulo J)
14,
15, spou..t TI.n.t.,. t'a, d.te. 01 duth .l1eI1l-30-''''. Sill
In.trUCllOn. ta' App\lu.ble P"tlnl.ge an P"ge 2. (Include
~.lu..I'arn Schedule K Of 5thedule M.I
18, Amount olllno 14 tmeoblo at G% raID
(Includo valuns fronl Schodulo K or Schodulo M.)
17. Amounl 01 Unn 14liuenblu n110% Into
(Includo vollloO frorn SChodulo Kat Schodulo M,)
18, PrlnclpollDX duo (Add tme hOIll Lh1U9 15. 10 nnd 17,)
19, Cfodlls 5plluul P(J~J/h' e'.th' P,iol Poymunln Discount
. 68,400.00. 3,600.00-
20, II Uno 1D Is roalOllllOnllno 18. onlor tho dlffOJonce onUllu 20. This is 1110 OVERPAYMENT,
~ Chuk here It ou are r. uestln a refund of our ove a ment
21, Ullna 18 Is gloator thRnllno 10, (ll1lor 1110 dlllorOllCO onllno 21. 11119 is 1110 TAX DUE.
A. EnlOl tho hlloro91 0111110 bl1lollcO duo on LinD 21A,
B, Enler tho lolal ollil1e 21 ond 21A onUllo 21B. Thl9 IS Iho BALANCE DUE.
Make Check pa able to: Re laler 01 Willa, A ant
i'}',' . ... "'BE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH'" ...,'" I" , .
Undor ponnllios of porjury, I doclAJO thatlllovO oxamlnod tlus rDturn, mcludlf1!1 accompanVlng nchodulDS nnd slolornonls, and 10 tho bosl 01 mv knowlodgo
and ballo', ills truo, corroct and comploto, I doclalO tl1al all fOal oslalo 1109 boon ropoltod alliuu mal)(ol valtlo, OoclarallOI1 01 preparer othor than Iho porsonal
ropresontatlve Is basad on olllnlorrnRllon 01 which proparCl has OilY kl1owlod~o
SlDNATUAE Of:' P[A~ON AESPON5lOL E f:'OR f:' ILlNG Rt TURN ADDRESS OAT[
See Schedule attached
DECEDENT
1. Oflglnal Roturn
CHECK
APPRO-
PRIATE
BlaCKS
o 4. Umllod Eatalo
CORRES-
PONOENT
RECAPIT-
ULA TION
TAX
COMPUTA-
TION
j
SIGNATURE OF PREPAR[ R OTUE n TtlAN RE"HE 5E NTATIV[
AOORE5!j
PA15001 NTF 1!I117i
COpyllght FDun, SaIl...."" Onl}1. li94 N,lCo, Inc. NP4f'Annl
c:=
0980
NUMBER
3, Romaindur ROIUrn
llolll,,'n of d..th pllarto 12-13-121
~ 5. Fodoral Eatato Tax Rolum Roqulrod
...!. 0, Tolal Number 01 Salo Doposlt BOX09
:ii:i!i1I!Hi!!:Il!!ltllll!!i!i!ilii:i!Ui!IHi::~'i; :,:::>;1';:
(1)
(2 )
(3 )
(4 )
(5 )
31,669.56
( 6)
(7)
1,325,409.83
1,357,079.39
(6 )
(9 )
27,713.74
(to)
5,135.29
32,849.03
1,324,230.36
16,012.28
(11)
(12)
(13)
(14)
1 308 218.08
(15)
. ,
.
(10)
1,301,718.08. ,00
78,103.08
.
(17)
6,500.00. ,15
975.00
.
(10)
79,078.08
Inlorosl
(10)
(20)
72,000.00
(21)
(2lA)
(2tB)
7,078.08
0.00
7,078.08
OAT[
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Estate of: Lucy K Sorgenfrei
21-1994-0980
'!he following persons are si911il'l9 the return as representatives of the estate:
Mellon Bank N.A'I EKecutor
By: ~. J c.Vw-- Senior Estate TaX Analyst S--'l.-,!t
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~1~~t4~{{t~lJ2.~~;).'~~~'::'~:':~~ .~~':;~?7:~rr..::,':;-'::-'--~~'.'~-'~'.~,1-T T .
,
PA AEV-l&110 EX (7-04) Plgo 2
, Acl "48 of 1994 provldol for Iho reducllon 01 the tax ratn Impolod on Ihe nel velue of Iranlferl 10 or for Ihe ule of
Ihe Ipoule. Tho ratel al prelcrlbod by Iho Itatute will be:
. 3% (.03) will be applicable for ollalel of decedontl dying on or after 7/1/94 and before 111196
. 2% (.02) will be applicable for ellalol of decedontl dyIng on or after 1/1/98 and before 1/1/97
. 1% (.01) will be applicable for eslales of decedents dying on or aftor 111/97 and bofore 1/1/98
. Spousallransfers occurring on or after 1/1/98 will be exempt from Inheritance lax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A CHECK MARK (0/) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedont mako II transfor and:
I. rotal" tho use or I"como 01 tho proporty Iransforrod, . . . . . . . . . . I . . . . . . . . . . . . . . , , . . . . . . . . . . . . , . . . . . . . . . . . . . ; . . . . . . . . .
. X
b. rotaln Ihe right 10 doalgnalo who shall uso tho propOrlV Iranslorrod or ltslncomo,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . )(
c. rolaJn II revorslonary In10'081; Dr. . . . . . . . . . . . . . . . . . . . . . . , . . . . . , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . .
. . . . . . . . X
d. rocolvolhoprornlso'or llfoofolthorpavmonls, bonolilsor caro7. .............. I....................................... X
2, II dOllh occunod on or boloro Cocombor 12, 1002, did docodonl wllhlnlwo yoarl p.ocodlng dOllh ulnllor p,opoJ1y wllhoUI rocolvlng
Idoqullo conaldorollon? II dOllh occunod 1110. Cocombo. 12, 1002, did docodonl ulnalor p.opoJ1y wllhln anD YOI' 01 dOllh wllhoUI
rocoMng adoquato consldorallon?. .. .. . . . . . . . .. . . . , .. ... , ... , .... . . ...... ... .......... ........... . ...... ... .. ... X
3. Old docodont own an 'in .rust lor' bank aecounl al his Of hor doalh? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . )(
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN,
PA16002 "IF.",
COPYllllht 'aIm. Soil.......'. Only. 1184 NllcD,lnc. N'4PA002
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,
REV-160IEIl:.ll..',
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lucy K Sorgenfrei
All '0 0 olnU .ownod wllh tho RI hI 01 Survlvo,ohl
ITEM
NO,
21-1994-0980
mUlt be dllclo..d on Schldul. F
VALUE AT
DATE OF DEATH
DESCRIPTION
1 Checking account no. 3140001607 with Mellon Bank
2 Interest a=ued to date of death on item no. 1
651.47
0.77
3 Note no. 0143014904 with Lutheran Church Extension F\1nd, 3.5%
due 5-23-97
1,000.00
4 Interest accrued to date of death on item no. 3
3.65
5 Note no. 143006405 with Lutheran Church Extension F\1nd1 5.25%
due 7-11-99
15,000.00
6 Interest accrued to date of death on item no. 5
7 1985 Oldsrnobile CUtlass Ciera; appraisal attached
8 Income balance and a=ed income from otto F. Sorgenfrei
Residuary Trust 079200 with Mellon Bank (copy of instrument
attached)
9 Income balance and a=ed income from Lucy K. Sorgenfrei
Inter-vivos Trust
079400 with Mellon Bank (copy of instrument attached)
10 Uncashed check dated 10-11-94 with Lutheran Church Extension
F\Ind
8.63
1,500.00
1/262.27
9,384.94
198.49
11 Claim payrrents from Pa Blue Shield
12 Refund from Professional Hospice
13 Premium refund from state Farm Insurance Co. (automobile
insurance)
14 Refund of 1994 state Individual Income Tax
1,775.87
768.00
96.47
19.00
PA1S0Sl "IF ""
TOTAL Also onlor on Ilno &, Roco IluloUon $
(AUoch odd,Uonol8 112'. 11" ohoolsU moro spoco Is noodod,)
31 669.56
COPYllgM Fo"", 5011'11"" O"ly, IV'. N.lco, ,,,,, N'.PAOa I
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Mellon bani:
".II"n IIllnl., :'\;,\
:,",111111 hllllJ.; l ,,'nlt;
I~(), h.., 7"U~1
IlhUudl,.'lUhlil. 11.\ llJ:IlJ. iMI\f
Deoember 14, 1994
Sharon Garoia
Mellon Privat Asset Management
10 South Market Square
P.O. dux 1010
Harrisburg, PA 17108-1010
Re: Estate Of Luoy K. Sorgenfrei:
Dear Ms. Garoia:
In aocordanoe with your request. the
is provided as of October 16, 1994.
letter.
following information
Please see attached
Please oontaot this department if you have any questions.
Sinoerely,
,;;- LL"!.k..ctt-'
Mellon Bank. N.A.
Written Communioation (199-5380)
P,O. Box 7899
Phila., Pa. 19106-7899
PGldmd
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Mellon Private
Asset Management
10 South Market Squire
I! 0, Dol 1010
IIRrrllburg. P/\ 1710R.IOIO
17t712~I,HM
December 2, 1994
Lutheran Church Extension Fund
1333 S. Kirkwood Rd.
S!. Louis, MO 63122-7295
Mellon Bank, N.A., as the Exccutor/Admlnistrator of the Estate of Lucy K. Sorgenfrei, a resident of Messiah Village,
Lo'.\~r Allllll Tom15hip, Cumberh:nd Count,-, P~lU15yh'iUUn, Social Sueurily 11200-36-2578, rCljues15 Iho below infonnation
as of the decedenl's dale of death, October 16, 1994. All future conespondenee, including 1099s, interest ehccks,
statements, etc., should be senlto my attenlion at the address noted below,
Your completion of the following report will be sincerely appreciated, IF TIlE ANSWER TO ANY ITEM IS "NONE",
PLEASE SO STATE. Kindly return il in the enclosed stamped, pre-addressed envelope. 1bnnk you,
MELLON BANK, N,A.
By: At~ ~ ~.
~haron M. Garcia, Assistant Vice Presllicnt
Report from: Lutheran Church Extcnsion Fund
1. On the date of death, October 16, 1994. our records showed the following balanee(s) to the credit of the
above-named decedent:
NOTE: FOR ALL CERTIFICATES OF DEPOSIT OR SIMILAR TYPES OF ACCOUNTS, PLEASE PROVIDE
LAST RENEWAL DATE, NEXT MATURITY DATE, CURRENT FACE VALUE, CURRENT INTEREST RATE,
HOW INTEREST IS PAID.
Aceount Number T of Account
143006405 of /f111t. 'I!!/f,/fI
01'1- ~O'l/qo-~ J Y~I/.e7i.eA(,
Registered Owner(s) IU1d
Dale Account
Established
DJl.JN,f,u'1I1 '/'I/'J'.t!
DL6 aUWUJlIl1' .s~J"1
DOD
BallU1ee
I.s;DQ~ 63
~()"8. ~
Accrued
Interest
toDOD
4. ~.E
t4.~
2. The decedent did/did not maintain a safe deposit box with our institution, The box number is
-
LU1lIERAN CHURCH EXTENSION FUND
Date ItR-/tX..-
, 19..f"l
, "
~I -,,'/ '.-J / ,. .
By ( .....~~...~.:r~.uv.I..i:.JuV"/U.~.6(.-(/JL.&/.~,:..::.~
Authori,3C!d Signature' , '; " ;'
'; . I
2P I09/rep
,\tl'ilnn hu atl' Autl MonoStmrlll ... a '('''1.'1('('' mar.. o(MtlJtln han. Corporotlfln
,
.
LEMOYNE AUTO SALES
1000 Statc Street
Lcmoync, PCMsylvanu. 17043
717-730-4646
October 18. 19:4
The 198501dsmobl1e Cutlass Clera. 4 door Brghm. t-at I looked at 1s In average
cond1tlon with. low miles. The pa1nt on top surfaces will need ref1nlshedbecause
of~ & fad1ng. possible 4 tires needed.
I feel $1.500.00 Is a fair amount for this 1985 01:smoblle
Ser1al no. (lG3AH19E5FG371491).
A. Richard Qul.ley
Lemoyne Auto S11es
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OTTO , lOIlOlIWRl1 eo T/. RII
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iUast 3iIlIill anb ill~shtm,~nt
Q!.
OTTO F. 50RGCNFREI
.
I, OTTO F. SORGEI,FREI, of Camp 11111 (East PeMsborD
Township), Cumbsrlond County, Pennsylvania, being Df sound and
disposing mind and memory, do make, publish and declare this to be
my Lest lIill end Testament, hereby reVOking all Wills ond Codicils
by me at any time made.
ITEM It
I direct that all inheritance and
estate taxee becoming due by reaeon of my death, whether such taxes
,
,
may be payable by my Estate or by any recipient of any property,
shall bs paid by my Executors out of the property paasing under
ITEM IV of this Will, as an expense and cost of administration of
my Estate. My ExecutDrs shsll have no duty Dr obligation to obtain
reimbursement for any such tax paid, even though on proceads of
insurance or other property not passing under this Will. In the
absDlute discretion Df my Executors, my Executors may pay euch
taxes il11lllediately or may postpone the payment of texas on future or
remainder interests until the time possession thereof accrue. to
the beneficiaries.
"",.
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.,
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ITEM II.
I hereby give and bequesth to my
wHe, LUCY K. 50RGElfFREI, absolutely and in fee simple, all Df my
household furniture and furnishings, automobiles, pictures, jewelry,
silverware, wearing apparel and other items of household or personal
Use or adornment. ShDuld my wife not survive ma, X give and
Page 1 of 10 pages.
50RGENFREI,
G.;;!.
Df
bequeath said property to my children, DONALD F.
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Now Orlaans, Louisianll, llnd MARY ALICE IIELMS, of Des P1Aine""
Illinois, in aqulll .haras, to ba dividad liS they shall agree. If
eithar of my sllid childran shsll pradecaase me laaving issue to
survive, hi. or har shllra in said property shall be distributed to
-
.uch i.sua per stirpas by raprasentation and not per cllpita and the
surviving Exacutor shall rapresent llny minors in such division.
Should tho persons interestad fail to agree to the diVision, such
proparty ahall ba dividad among tham by the surviving Executor in
lln squit~ble mannar with appropriata consideration for the personal
prafarancas of llny surviving child.
ITEM III.
If my wife, LUCY K. SORGENFREI,
shall survive me, I give, devise and bequeath to the C0l1l10NWEALTB
NATIOllAL BANK, of Hsrriaburg, Pennsylvania, and my wife, LUCY It.
SORGENFREI, ae Trustees, an amount free of all taxes equal to the
maximum marital deduction allowable to my estate for Federal estate
tex purposes, less the aggregate marital deduction allowable for
Federal estate tax purposes for property or interests therein wbich
pass or have passed to my wife other than under the terms of this
prOVision, and less the amount, if any, needed to increase my
taxable estate to the largest amount that, after allowing for the
unified credit and other credits available to my estate, will
result in no Federal estate tax, IN TRUST NEVERTHELESS, for the
following uses and purposes.
(a) The Trustees shall have, hold, manage,
invest and reinvest the same, collect the income,
and, beginning at my death, pay over the net income
in quarterly installments to my wife, LUCY K. SORGEHrRBI,
during the lifetime of my wife.
The Trustee shall I
/1
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Page 2 of 10 pages.
'.
SllO, :~~m ti~o to timo, psy to my wife such smounts
of pr inci\llll of this Trust 48 my wifo ShAll from
timo to tims requelt in writing.
.
(bl Upon the deAth of my wife, during tho
continued existence of this Tr~st, my Trustees shall
conve~ snd PAY over All of the remAining Assots,
whether corpus or income, to ur for the benefit of
.
,
such person or persons or corporation or corporation.,
or tho estAte of ssid wife in such smounts or
proportions, And in such lAWful interests or estAtes,
whsther Absolutely or in trust, AS my wife mAY hAve
directod, Dither by instrument filed with the Trustees
during my wife's lifetime exerCising this Power of
Appointment, or by her Lsst Will And TostAment.
This Power of Appointmont ShAll be exercisAble by
my wifs Alone and in all events. If the Above Powsr
of Appointment is for Any reason not validly exercised
by my wife in whols or in part during my wife's
lifetime or in my wife's Last Will and TestAment,
then upon the death of my wife such portion or all
of the principal of this Trust or such interests
and estates therein as shall not have been validly
sppointod by my spouse shall be added to the sssets
governed by ITEM IV of this Will.
(c) Only proporty which is fully eligible for
the marital deduction under the Federal estate tax
lAW shAll be Assignod to this Trust. Notwithstanding
anything to the contrary contained in this
Will, the,
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Page 3 of 10 pAgOS.
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Truateea of this Trua~ ahall not reta~n beyond a
reaaonable time any propert1 which may at any time
be or become unproductl,e, nor shall they inveat in
unproductive property. TO the QKtent alao that other
aaaetS qualifying for the marital deduction are
available, thiB bequo.~ shall not be .aatiafied by
the diatribution of I (al .aBBetB with reBpect to
which a credit for foreign tOKea paid is allowable
under the Internal Revenue code, (bl asaats which
may be aubject to both income and estate taKea and
which may be eligible for a credit or deduction, or
(c) united States Treaaury bonda eligible for
redemption at par in payment of federal estate taxes.
(Ill If my wife ahould not survive me, then the
provisiona of thia Item shall be void, and the part
of my eatate which would have conatituted the fore-
going Truat ahall become part of my residuary eatate
dispoaed of in ITEM IV of this my Last Will and Testament.
~
ITEM IV I
If my wife, LUCY K. SORGENFREI, shal
aurvive me, 1 give, devise and bequeath the rest, reaidue and
remainder of my eatate to cOHHoNW&JII.TlI NATIONI\L BANK, of lIarriaburq,
pennsylvania, and to my wife, LUCY K. SORGENFREI, aa Truateea, in
truat for the followinq usea and purpoaeel
(al TO invest the money, aecuritiea and other
property of aaid trust in common or preferred atocka,
bonds, debenturea, mortqaqea, deeda of trust, or other
aecuritiea or property aa aaid Truatees, in their
abaolute and eole discretion and in the eKerciae of
If: f; I
paqe 4 of 10 page..
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(bl Said Trustees shall receive the income
from the trust property and pey and distribute the
same to my wife, LUCY K. SORGENFREI, during her life-
time in quarterly installments.
.1'
.
their sound end prudent judgment, may deem pro~er
for such investment without being reetricted to the
forms of investment to which Trustees may otherwise
be restricted by law, and said ~rustees may receive
~nd hold in the form in which raceived any securitiee
or other property which I may hold or own at the time
of my death.
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(c) Upon the death of my wife, LUCY K. SORGENFREI,
this trust shell terminate and the surviving Corporate
Trustee shall pay and distribute said trust property,
including principal and undistributed income to my son.
DONALD F. SORGENFREI, and my daughter, MARY ALICE
HELMS, in equal shares. If either of my aaid children
shall not then be living, the share of such deceased
child shall be paid and distributed to his or her
issue per stirpes by representation and not per capita.
ITEM V I
If my wife, LUCY K. SORGENFREI,
shall not eurvive me, I give, devise and bequeath my entire estate
to my son, OONALD F. SORGENFREI, and my daughter, MARY ALICE HELMS,
in equel shares. If either of my said children shall predecaase me
leaving issue to survive, his or her shere in my estate shall be
paid and distributed to such issue per stirpes by reprasentation and
not per capita.
Page 5 of 10 pages.
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ITC~ VI, In the discretion of said
corporate ~rustee, it mey use as much of the principal of the Trusts
establiahed unner ITC~~ III and IV of this Will as it shall
determine necessary to supplament all of har income to provide for
the oupport and meintanance of my wife, LUCY K. SORGCIIFREI,
including Medical, hospital, nuroing or nursing home care, on a
standard of living comparable to our standard of living at the time
of my death. Peovided, however, that no part of the principal of
the Trust established under ITCM IV shall be invaded for such
purpooes until the principal of the Trust established under rrEH III
shall have been exhausted.
ITEM VII. No part of the income or principal
of the property,held under any Trust creatad hereunder shall be
subject to attachment, levy or seizure by any creditcr, spcuse,
assignee or trustee or receiVer in bankruptcy of any beneficiary
prior to his or her actual receipt thereof. Said T~lste~s or ssid
Corpcrate Trustee, as apprcpriate, shall pay over the net income
and the principal to the parties herain designated, as their
interests may appear without ragard to any attemptad anticipaticn,
pledge cr essignment by any beneficiary undar any Trust created
hereunder, and without regard to any claim thereto or attempted
levy, attachment, seizure or other process against said beneficiary.
ITCM VIII. In the settlement of my Estate and
during the ccntinuance of any of the foregoing Trusts, the Executors
and the Trustees of each Trust shall possoss, among othors, the
following pDWere.
age 6 of 10 pages.
(a) To retain any investments I may have at
my deeth so long as said Executors or Trustees may
,
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doom it advisallo to my Estato Dr Trusts DO to do.
.
(b) To vary investmonts, when doemed dosirable
by sdd ExocutorD Dr Trusteeo" And to invest in such
bonds, stacho, notes" real estate mortgZlgee or other
socuritioe Dr in such other property, real or
personal, aD thoy sholl deom wiss, without beinq
r08trictcd to sO-~411ed "le9al investments."
(c) In order to effect a division of the
principal of my Estate or a Trust or for any other
purpose, includinq any final distribution of any
Trust, said Executors Dr Trustees are authorized to
make said divisions or distributions of the personalty
and realL1 r~rtly or wholly in kind, at a fair
value determined at the date of seid division Dr
distribution. Should it appear desirable to
partition any real estate, said Executors or Tru.tees
are authorized to make, join in and consummate partitions
of lands, voluntarily or involuntarily, includinq
qivinq of mutual descla, recognizanceo, or other
obliqations, with as wide powers as if they were
an individual owner in fee simple.
(d) To sell either at public or private sale
and upon such terms and conditione as eaid Executors
or Trusteee msy deem advantaqeous to my Estate or
Truets, any or all real or personal estats or interest
therein ownod by my Estats or Trusts severally or
in conjunction with other persone or
acquired aftar
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paqe 7 of 10 paqes.
~,"-
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my death by said Executors or Trustses, and to
consWMlate sAid sale or slllss by sufficient .:dells
or other instrumsnts to the purchaser or purcha.prs,
convoying a fee simple title, free and clear of 1111
truet and without obligation or liability of the
vurchaser or purchasers to see to the applicatlon
of the purchase money or to maks inquir/ into the
validity of snid sale or D~leBI alao, to make, execute,
acknowledgd and deliver any and 1111 deeds, aSBignments,
options or other writinge which may be necessary
or desirable, in carrying out any of the powers
conferred upon said Executors or Trustees in this
paragraph or elsewhere in my Will.
(e) To mortgags real estate, and to make
leases of real estate, extending beyond ths term
of ths Trusts hersunder.
(f) To borrow money from ~n~ party, including
the Trustees, to pay indebtedness of mine or of my
Estate or Trusts, expsnses of administration or
inheritance, legacy, estate or othar taxes, and
to sssign and pledge assets of my Estate therefor.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of
my Estate or a Trust.
. .
(h) To vote any shares of stock which form
a part of a Trust Fund, and to otherwise exercise
all the powers incidsnt to the ownership of
such stack.
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Page B of 10 pagel.
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(i) In the discrecion of said ~xecutors or
Trusteos, to unito with other owners of similsr
property, in cArr/ing out wny plens for the reorgenizati~n
of Any corporation or company whose securities form
a part of my ~atato or a Trust.
~
(j) To asaign to and hold in a Trust an undivided
portion of any asset.
(k) To do all other acts in their jUdgment
dsemed necessary or desirable for the proper and
advantageous management, investment and distribution
of my ~state or a Trust.
ITEM IX.
Any person, other then LUCY K.
SORG~NFREI, who shall have died at the same time as Testator, or in.
a common disaster with him, or under such circumstences that it is
difficult or impossible to determine which died first, shall be
deemed to have predeceased him. If Testator and LUCY K. SORGENFREI
di& at the same time, or in a common disaster, or under such circum-
stances that it is difficult or impossible to determine which died
first, the Testator shall be deemed to have predeceased LUCY K.
SORGENFREI. Any person (other then Testator) who shall have died
at the same time S8 eny then reoipient of inca.... or in a oOlllllllOn
disaster with such benefioiary, or under such oircumstenoes that it
is diffioult or impossible to determine which died first, abell be
deemed to have predeceased such benefioiary.
E'B!...! ·
If at any time any minor ohild sha
be entitled to reoeive any funda hereunder, COMMONWEALTH NA'rIOWlL :
BlINK shall aot as Guardian of the funds payable to such
child. laid
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Page 9 of 10 pagss.
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GUArdiAn I1\AY rncnivn And Adl1\inintnr ,Ill funds Authorized by lI1w And
shAll have full .uthor~~y to usn such funds in Any manner it shAll
de8l1\ advisobln for thn bost intnrnDts of such child, including
collngn, univnrsity, post-groduAtn or othnr nduCAtion, without secur
ing aollrt ordnr. Said Guardian shAll havn 1111 the rights and
privile9ns ..s t.o thn Guudianship(s) ..nd thn a,lsetS thereof as are
herein grontnd to SAid Executors and Trustees as to m1 Estate and
Trust And the Assets thorein.
appoint COMMONliElILTH NIITIONIIL DIINK, of Ilarrisburg, pennsylvania,
and m1 wife, LUCY K, SORGENFREI, to be the ExeCUtors of this Will,
In the event of the death or resignation of my wife as Executor or
Trustee, her refusal or inability to act as,such, or her removal
for any reason, COMMONlIEALTH NIITIONlIL DlINK alone shall serve as
Exscutor and T~~=.~s undsr this Will and shall havs all ths powers
granted to both Exscutors and Trustees herein. Said Executors,
Trustees and Guardian specifically are relieved from the duty or
obligation of filing any bond or other eecurity.
ITElI )(11
I hernby nominate, constitute and
"
,
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IN WITNESS WHEREOF, 1 have set m1 hand snd eeal to this,
my Last Will and Testament, consisting of this and the preceding
nine (9) pages, at the end of each page of which 1 have also set
page 10 of 10 pages.
seal for greater security and better
.~ ~ 11; day of :f .d,....,"":t ' 1977.
A'! , r- f. 4.
(' ,rtr =I: ~l' lit... u: ~
OTTO F.' SOrE~,! 1
(SEAL
my hand and affixed I1\Y
identificAtion, this
We, the undersigned, hersby csrtify that the foregoing
Will was eigned, sealed, published and declared by the above-named
--
Testator as and for his Laat Will and Tostament, ~~ th. preeenee
of us, who, at his raquest and in his prasanee and in the preeenee
of aaoh othar. have hareunto set our hand. and seals the day and
year abova writtan, and we eartify that at the time of the execution
theraof, the said Tastator wos of sound and diaposin9 mind and
momory .
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REV-1MO EX. (2-07)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
FILE NUMBER
Lucy K Sorqenfrei 21-1994-0980
THIS SCH MUST BE COMPLETED & FILEO IF THE ANSWER TO ANV OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES
DESCRIPTION OF PROPERTY DECO, DOLLAR VALUE
ITEM Includo name 01 1ho lransloroo, tholr EXCLUSION TOTAL VALUE % OF DECEDENTS
NO, rolallonshlD 10 docodonl. dolo 011180slor. OF ASSET INT, INTEREST
1 on 9-13-89 the decedent created 0.00
inter-vivos trust no. 079400 with
Mellon Bank (formely Commonwealth
National Bank) retaining the right
to alter, amerd, or revoke the
trust during her lifetime. F\1rther,
upon death the decedent directed
that (after payment of bequests)
1/2 the trust continue for the
benefit of her son (Donald F.
Sorgenfrei) and the other 1/2
(xlntinue for the benefit of her
daughter (Mary Alice Helms). Copy
of instrument attached
2 4,000 shs J\rnoco Corp., convnon; NYSE 237,250.00
3 6,824 shs CPC International Inc., 356,980.50
convnon; NYSE
4 9,464 shs Comerica Inc., convnon; 259,077 .00
NYSE
5 1,816 shs Exxon Corp., convnon; NYSE 108,733.00
6 34,418 shs Mellon OF Short Term Tax 362,884.08
ExeJTtlt F\1OO; N. L.
7 Principal cash Invested @ 1. 00 485.25
8 on 8-16-93 the decedent transferred 2,000.00 2,000.00 100% 0.00
$2, 000.00 in cash to Ruth L.
Sorgenfrei, a granddaughter
TOTAL (Also onlor on IIno 7. Rocoollulollon) S 1.325.409.83
(II moro spnco 19 noodod. insort addilional shoots olssmo sizo,)
PA15101
NTF 1117A
Copyflghl Farm. SoU......" Onl.,.. Ulia Naito, Int. NII.PAIOl
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1\or2.em2ut of 'CItrust
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TUIS AGREEI1EIIT OF TRUST, made and enured Into thh
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. dav of ~~\:'>'.L_~'~ 1989. b, ~nd betlleen LUCY K.
SORGE1~REI. :t Upper Allen TOllnahlp. Cumberland County,
PennBvlvanla. as Grantor. hereinafter reterred to as "Grantor.1I
and C0l1l10llllEALTH lIATIOllAL BAlIK. Ilarrhburc, Pennsylvania, ..
Trustee. hcrein3tter reterred to a8 "Trustee".
IIITlIESSETH:
WHEREAS. Grantor i. the ollner of certain asaets more
tully described In Schedule "A". attached hereto and made a
part hereof: and
WHEREAS. Grantor is desirous of being relieved of
business cares and lIorries and of the management of Grantor's
property and, for those reasons. among others. is desirous of
placing the active management and control of such property in
the hands of Trustee.
. ..
now. THEREFORE. in consideration of the mutual
covenants and agreements herein contained, It is agreed by and
betlleen the partie. hereto as folloll':
6RTICLE I:
Grantor. concurrently IIlth or
.ubsequent to the execution of this Agreement of Trust. lIi11
transfer and convey to Trustee the assets li.ted on Schedule
"A", attached hereto and made a part hereof, IIhich said ..seU
are hereinsfter referred to as the "Trust", receipt Of which
aseets hereby is acknollledged by Trustee, and Tru.tee. in
q, ,->-;~.. ,.........',,\< ."","~C1f'; '':,t,,",-,,
'~nslderation thenC't, .~reSR t:) hold and administer said
useu ,nd any addltll'ns thareto. as Trustee. ::1 TRUST
t1EVEP.TIlEI.tSS, f:r the following uses and purposes:
'" Trustee shall have. hold. manage, :nvest and
l' reinvest ~he same, collect the Ineome and pay over the
net Income In monthly Installments to Grantor durln&
Grantor's lihtin.e.;r in such amounts and at such
times as Grantor nl3V tl'om time t~ time direct.
,bl DUfin& the lifetime of the Grantor, Trustee
shall pay to the Grantor ouch portion or all of the
principal of the Tfust as such Income beneficiary may
from time to time request In writing,
ICI Trustee mav also expend so much of the
principal of the Trust as, In its discretion. may be
neceSSAry and/or advisable to supplement all lucome Of
thv Grantor in order to provide support and
maintenance. inCluding medical. hospital. nursing and
nursing home care for such beneficiary,
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(d) Upon the death Of the Grantor, the Trustee
shall pay over to the Executor of Grantor's estate so
much of the principal as shall be required to pay all
specific bequests provided In Grantor's Will and
Inheritance and estate taxes, funeral and
administration costs which may be incurred with
respect to Grantor's estate, Thereafter. the Trustee
shall divide the remaining principal and any other
aSletR. or any proceedl from or on account Of
insurance ~olicies received by realon Of the death Of
Grantor, and thereafter diltribute said remaining
~8"ets a8 follows:
- 2 -
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(1) The Trultee Ihall pay the ,um ot TEN
THOUSAND ($10,000) DOLLAR~ to eaeh ot my then
living grandehildren and the lum ot FIVE
TBOUSMm ($5,000) DOLLARS to each ot ml then
living great grandchildren, Payment ot theee
amounts shall be made to the parent ot any
minor, and the receipt and release ot sueh
parent shall be a eomplete discharge ot the
Trustee,
(2) The Trultee ehall continue to hold
in trult tor the benetit ot Grantor's children
that traetion ot the remaining aleets ot which
the numerator shall be a lum equal to the
amount ot the generation-skipping tranlter
exemption as provided in Section 2631 ot the
Internal Revenue Code ot 1986, or any
comparable legislation in ettect at the time
ot my death and then available to me atter
consideration ot generation-ekipping transters
made by me during my litetime and made under
other iteml ot my Will and the allocation ot
the generation-skipping transter exemption
made by my Executors to luch generation-
Skipping transters and ot which the
denominator shall be the value ot the
remaining allets.
(3) The balance ot the remaining alletl
shall be diltributed in equal shares to
Grantor's then living children and iSlue ot
decealed children ot Grantor, per stirpee.
.~-, .~ .~.. ~'.J
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ARTI~LE I!: i
The tollowln, provisions shall
,ppl... t;~ the Trust establlahed I n ARTICLE I t"r tJrantorl:'i
.:hlldren:
'a J The principal of cuch Trust shall be dl~lded
. IntO two t Z) separate truSts. )ne of said trusts
shall be held for the benetlt of each ot Grantor's
~hlldren, DOl/ALD r, SORGEl/FllEI and MAllY ALICE HELI1S
(hereln.!ttcr each referred to as ll!!eneticiaryil'.
,b) rbe frustee shall pay to or for the benefit
of the Beneficlarv of each Trust all of the income and
so much of the principal of the Trust as the Trustee
deems necessary in its sole discretion for the
support. maintenance. comfort and medical care of the
Benefidary.
\c) The Beneficiary shall have the noneumulative
right to withdraw $5.000 from the principal of the
Trust each taxable year during whieh Beneficiary la
then entitled to receive income. If Beneficiary is
living on the last day of such year. Beneficiary shall
also have the right to withdraw an amount equal to
H ve (57.) percent of the net market value of the
principal on such last day less the amount of such
$5.000,00 previously withdrawn during the taxable
year, Payment shall be made within thirty days of the
close of the taxable year. less any Trustee's
commission payeble with respect thereto, This richt
of withdrawal shall also be noncumulative and may be
exercised only in writing delivered to the Trustee
within thirty (30) days prior to the last day of sueh
taxable year.
_ 4 -
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".,.,c."",',}"..o"{,.;..-.,,,',,.....,'-:..,.:,..'".~
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.1' ~.on the deaeh af the Beneficlarv, the
'emalnln~ prlnclpal shall be distrIbuted t~ ehe then
li':in~ i:cue ~f the Beneficiarv. rer ntit~es.
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';l\t~L!. !::; IjrantOr ~r any "'ther party or
Fersen ttem time t~ time With the conDen~ ot the Trustee may
ma~e additlonal Jssets, ~v Will or oeherwise, ,ubject to the
~~rmD ~f ~his Agreement ~f Trust,
,:'RTIr"!..!: :n, tlo part ,t the inceme or principal
,f the properev held under these Trusts shall be subject to
attachment, leVY or sei:ure by any creditor. spouse. assignee
or truseee or receiver in ban~rupecy of any beneficiary prior
to his or her actual receipt thereof, The Trustee shall pay
,ver tbe ne. Income and the principal t~ the parties herein
1esi~nated, as their interests may appear. without regard to
,ny attempted anticipation. pledging or assignment by any
oencficiary under a Trust. and without regard to any claim
thereeo or attempeed levy. attachment. seizure or other proeess
~~ainst said beneficiarv.
ARTICIX V, The Trustee shall possess. among
others. the following powers:
!aJ To vary or to retain investments. including
the stOC~ of anv corporate Trustee named herein. when
deemed desirable by the Trustee. and to invest in such
bonds. Gtoc~s. notes. real estate mortgages or
securities or in such other property. real or personal
as the Trustee shall deem wise. without being
r~.tricted to so-called "legal invutlllentB" and
without being limited to any atatute or rule of law
regarding investments by fiduciaries,
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'. ;,\ 11'..;- ~i;i~~;"'::_~-"':-~........."-",_.c',",,-.,,,_..,\..!~-~,'~.;;"_~'!""l'''-;'-.;.:....?f~~:..,7~.:--J::.....'t"'h' ~.,~.'" ,,-~, .,j';';J."lt;-I"":il~'I...t
.
'~l In order to etteet a dlvi~ion ot the
princIpal of a Trust _r tor anv other purpose.
ineludln~ anv final distribution ot a Trust, the
Trustee II authori:ed to mar.e said divisions or
Jistrlbutlons ot the person.lt~ and realt~, partly or
~holl~ In ~ind. and to allocate specitic aseets among
beneticiaries and Truses created hereunder so long as
the total m.r~et ~alue ot any share Is not affected by
such allocations, Should It appear desirable to
partl~l~n any real estate, ~he Trustee lC authori:ed
to make, join in and consummate partitions of lands.
':olunurily or Involuntauly, including giving of
mutual deeds. recogniunces. or other obligatlons \lith
as \llde pO\lers as can be exercised by an Individual
owner in fee simple.
IC) To sell either at public or private sale and
upon such terms and conditions as the Trustee may deem
advantageous to a Trust. 3ny or all real or personal
estate or Interests therein owned by a Trust severally
or in conjunction \lith other persons. and to
consummate said sale or sales by sutficient deeds or
other Instruments to the purchaser or purchasers.
conveying a tee simple title. tree and clear at all
trust and without obligation or liability ot the
purchaser or purchasers to see to the applieation at
the purchase money. or to make inquiry into the
validity ot said sale or sales: also, to make.
execute. acknowledge and deliver any and all deeds,
assignments. options or other writings whieh may be
neCelsBrl' nr desl u~le In carryi"~ '''It any of the
powers conferred upon the Trustee in this paragraph or
else\lhere in this instrument,
- 6 -
'dl T~ mortgage real estate. and to maie leases
~t real estate. extending beyond the term ot the
Trust. hereunder,
Ii) To assign to and hold in trust an undivided
portion ot any asset.
.
i~' T? borrow money frem anY party, includin~
the Trustee, to pay Indebtedness ot a Trust and taxes,
and to aSSi&n and pled&e assets ot a Trust theretor.
,fl To pay all taata. Laxea, expenses and
char&pa In connectiuU w,th Lhe administration of a
Truat, inel~ding a ieasonable compensation to agents.
\g) In the discretion ot the Trustee. to unite
with other owners ot similar property in carrying out
.ny rlans for the reorganization ot any corporation or
company whose securities form a part of a Trust,
(h) To vote any shares ot stock which form a
part of a Trust.
(j) To do all other acts in its judgment deemed
necessary or desirable for the proper snd advantageous
mana&ement, investment and distribution ot the
Trusts, In the event ot a dispute as to the exercise
ot the discretion herein given my Trustees as to the
management. investment and distribution ot the Trusts,
the decision ot the individual Trustee shall control.
- 7 -
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,~) The f~~eeoine ~owers notwithstandlne. during
the 111e of Grantor, the Trustee shall not Invest any
assets of the Trust, nor shall such assets be sold.
transferred or sssl~ned In any manner without the
~:ustee first ~btainin~ the written consent et the
'jrantar.
:..RTI eL'E '.'!:
If at any time any minor child
shall be entitled to receive any funds hereunder. the parent.
~r parent of said minor child shall act as Guardian of the
funds payable to sueh child. and shall have full authority to
use such funds In any manner It shall deem advisable for the
best Interests of such child. Said Guardian shall have the
rights and privileges as to the Guardianship's) and its a..ets
)s are herein glanted to the Trustee as to the Trusts and the
assets therein.
ARTICLE VII:
Whenever and as often as any
beneficiary hereunder. to whom payments of income or principal
are herein directed to be made. shall be under legal
disability, or in the sole judgment of the Trustee, shall
otherwise be unable to apply such payments to his o~ or her
own best interests and advantages, the Trustee may make all or
any portion of sueh payments in anyone or more of the
following waVS:
(al Directly to such beneficiary:
(b) To tbe Legal Guardian or Con.e~vator of sucb
beneficiary:
- 8 -
. -_:"'.- '~!"?:.:~:
. ..,.....,.. ~ ,~.............-...-.--_.----..---.......;...,....,-~.- .... -.-. _.,-'_......~
'.., "'1"1" ".\3t:t.,.. "r quc:h heneftct,rv. t" be
expended tv suc~ relative for ~he benefit ~t such
benet1cluv: or
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'dl D~ i~self expendln~ same f~r the benefit of
sald benetlclary.
ARTICLE 'III!;
It Is agreed that the Grantor may.
bv Instrument In writing delivered to the Trustee. mOdify,
_lter or revo~e this Agreement In whole or in part,
ARTICLE IX:
Any person who shall have died at
the same time as Grantor, or under such circumstances that the
~rder of deaths cannot be established by proof. or within
thlrtv '30. d.ys ot her death. shall be deemed to have
predeceased hel. Any person lother than Grantor, ~~o shall
have died at the same time as any then recipient of income or
under such circumstances that the order of deaths cannot be
established bv proof. shall be deemed to have predeceased such
l>eneflc1ar\' .
ARTICLE X:
llo Trustee acting hereunder shall
be required to give any bond or enter security, The Trult..
shall be entitled to componsation for its services in
accordance with its schedule of fees In effect from time to
time,
III WInlESS \lllEREor. LUCY K, SOJ\GENFIlEI haa hereunto
set her hand and .eal, and COMMONWEALTB NATIONAL BANK has
cau.ed this Agreement of Trult to be signed by its (Vic.)
- 9 -
-,
:_..._l',..
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President and ita seal attixed. attested bv its Secretar), all
bv order cf Its Board ot Directors, and all "n the day and ~ear
tirst above written,
GRANTOR:
.
, . '~'l"\t;U'n
.~j'l . .
.j, ,.-tI ''; 1 ...L )'
WI tne..
.::;'".,,.'f h." rl .."
LUCY K, SORGENr~I
1'llUSTEE:
C0l1l10nWEALTH nATIOnAL BANK
\.'.
(SEAL)
.1
ATTES1': ~... rh,. .c;./
, ......"LC......., (.. t-o"';"';/ -
. ~~~tar:i----
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By:_ -:<11.1 ..~' . '_~..to-'"!?tt..'JL_.
<'lice I Prell dent
"'-'.\ ." (",.".."c}',''-'-, .,.",-!:;,:.;...'.'
,:OHHOtIWEAl.TU OF PEllllSIl.VAflIA
':OUI:T'l ~F DAUPHIII
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On this. the 13 r. day of Sal'ro'" I,.... , 1989. before
me, ~ flotar-, Publl:. the undersi~ned officer. personally appeared
l.UCY K, :ORGENFREI, ~nown to me lor satisfactorily proven) to be
the person whose name io oUDscribed to the Within Instrument, and
~e~nowlr.d~ed that she executed the same for the purposes therein
contained.
111 WITflESS WHEIlEOF. I have hereunto set my hand and
notarial seal.
.A ~.u,"~, '?n .I ~.LI.L
llotary Public
My Commission Expires:
~TMlH.lm
1llS/H1l O[AIlHOT.IIlYMUC
HAA..SIIJAQ. 0AUm< COlItlY
IlYCCI....""" n~AU Gl",lt. till
"r.r~. r$l'ftllfMl'" M*,*"ltI"""
,
....'.-.1
':Ol1ll0IlWEALTD OF PElll{SYLV/,'IJ A
';?UIIT'i <:F DAUPHIlI
S.i:
On this. the 13 rh day ot ::., r.., 0'" ,1989. before
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me. ~ lIotarv Publlc. the
undersi~ned ottieer. personally appeared
(l,,..sr.':'
who aer~owledged hi~s.lt to be
:'-Ol~ d,. r:~;JC ,aNd
the ,'lice, President ot COI1)\OllWEALTD IIATIOIIAL BAlIK. a
~~rporation, and thatJhe. as such (Vice) President. being
.uthori:ed t~ do so. executed the torecoing Instrument tor the
,urposes therein c~ntained by sicnin~ the name ot the corporation
;'C,"UI ~
bv hl~S.lf as ,Vice) PreSident.
III IIITlIESS IIHEREOF. I hereunto set my hand and notarial
seal.
, .... J
_lJ~A~.IU '/JJ iV-,j ~~
lIotary Public
My Commission Ex ire.:
,.crAAu-:.UIL
(SEAL) M...,u DI"K'''''AAV-'':
hAAAl~1OQ DA/JPtolWc:a.IfTY
\IY~"'ISlCN E'C'iR!I "".21. ,.
t.ll~ttt. c,...,....'lr.IAI:tJot:on.......
................,..
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SCIlEDULE "A"
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tJst Dt ZllI88tS hold as Dt sept8lIil8r 13, 1989, in IJJcy K. Su.."......ai '1'rIWt
urdar AqrBemen1: date:i July 23, 1981, (Acct. /lo. 19622-01-8), said
.
cloc:UIIlor1C bo!n:l supercedIld by TrUst urdar Aqt........1: BllIlQlt.lld ~ 1:1,
19891
AgS~T !lAME ~ MlRKFr '\11Trm
tI1EYf\lS TAX EXEl1P1' c::.sH HNWlE- 39,864 PRINCIPAL 39,865
HEm 9,978 nla:J1E 9,979
HEWJl OF ~ TAX 4,OU 2015,072
EXEMP1' FUND
HEWJl DF SH:IRl' 'lm{ TAX 14,681 152,2915
EXEMP1' FUND
I\I>IXD alRP, c::tHIl 4,000 197,500
A'lUNl'IC 1U00000, c::tHIl 100 10,525
cpc nll'L nlC. c::tHIl 3,412 214,103
a:tlEIUCA, c::tHIl 3,155 182,201
CYPRlS HINI'.1lAIS (Xl, c::tHIl 300 9,863
EXlCal alRP c::tHIl 1,816 80,5115
roBL1C SDlVICE nmmRISE GIl:llP, 787 20,8515
CI:IKN
TOrJ\L
S1.11~_8"_27
......... .,'---."''''':"
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REV..U" U.l'....'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DESCRIPTION
Fun.r.' expen...:
1 Myers-Harner FUneral Hane Inc. - statement
2 Zaagman Memorial Chapel - statement
3 Mary Alice HelJns - rei1nl:ursement of expenses
4 Donald F Sorgenfrei - reimbursement of expenses
B. AdmlnlotraUv. co.ta:
1,
Personal Reprosentative Commissions
5oclol Security Numbor 01 Porsonsl RsprDsonlsUvD'
You Commissions pold
2. AnornDY Foos
3, Family Exsmptlon
Clslmsnl
Rolaliol1sl\ip
Addross 01 Claimant al docodonl's d081h
Stroot Addross
Chy
SIDlo
Zip Codo
4, Prebslo Foos
C. MI.cellaneoul Expenses:
See Schedule attached
Total fran continuation
TOTAL Also onter on Uno 0, Roca Itulotlon S
(If more apace la needed, Insert additional sheeta of a.me 81ze.)
1 722.83
27 713.74
PA15111 N'F 1211
COPYII"'" Form. 5ol1wJlII Only, liUr4 NllcLl.lnc. NY4PAII1
Pt.... Print or Type
FILE NUMBER
21-1994-0980
AMOUNT
5,759.00
2/377.92
3,201.14
6,652.85
3,000.00
5,000.00
0.00
0.00
-"
Estate of: Lucy K Sorgenfrei
SOIEDULE H, PARI' C -- Miscellaneous EKpenses
Page 2
21-1994-0980
Item
No. Description
AJrcunt
1 Register of wills, CUmberlarKl County - probate fees
2 Register of Wills, CUmberlarKl County - short certificates
3 CUmber1arKl Law Review - estate notice
39.00
15.00
40.00
4 '1l1e Patriot News CO. - estate notice
5 Ccmnonweatlh of Pennsylvania - fee for new auto title
6 N\A - fee for processing "uta title
7 Register of WillS, CUmberlarKl County - certified copy of will
8 Costs of sale of securities
9 Closing Costs
52.38
15.00
28.00
4.00
1,329.45
200.00
'lUl'JlL. (carry forward to main schedule) . . . . . .
1,722.83
"~"',.....-,..-~_..---,.,~
...
--------:..,...-----.'
REv:unUtlllIJI
COMMONWEAlTtt OF PENNSVLVANIA
INHEfU1AHCE TAX 'UtURH
RESIDENT DECEOENt
SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES AND LIENS PI.... Prlnl or
JFILE NUMBER
21-1994-0980
ESTATE OF
Lucy 1< Sorqenfrei
ITEM
NO,
DESCRIPTtON
1 Medi-Claim - professional services
2 Mellon Bank - checking account service charge
3 Mette, Evans & Woodside - professional services
4 Emerald Drug Billing Dept. - statement
5 Bell Atlantic - statement
6 Messiah Village - statement
7 J<arl B Etshied, D.D.S. - professional services
8 Mapel Lopp - nursing services
9 Pa Deparbnent of Revenue - state withholding taxes
10 Internal Revenue Service - federal withholding taxes
11 capital Tax collection Bureau - local withholding taxes
12 Mellon Bank - fee for payroll processing
TOTAL Also nnlor on Ilno 10. Roca IluloUon)
(II moro spoeo 'a noodod,ln.ort addiUonol .hOOI. olaamo s/zo,)
s
PA15121
NTFUIO
COPYIIUht Fo,",e Sollwefl Only. In" Nelcn.'nc, N~4PA1"
AMOUNT
,
,
140.00
30.00
324.00
225.68
23.31
2,521.77
42.00
981.91
110.31
567.11
19.20
150.00
5 135.29
REv-un UtIZ-171
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
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FILE NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATtONSHIP
21-1994-0980
AMOUNT OR
SHARE OF ESTATe
A. Taxablo Bequosts:
See SChedule attached
ITeM
NO.
NAME AND ADORESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATe
B. Charitable and Govornmenlal Bequosts:
1 Calvary Lutheran Church
P.Q, Box 374
Mechanicsl:A.lrg, pa 17055
16,012.28
TOTAL CHARITABLE ANO GOVERNMENTAL BEOUESTS (Also onlOl on lino 13, Roco itul.lionl
(If more apace la needed, Insert additional aheets of aame elze)
s
16 012.28
PA15131 NTF U20A
Copyllght F'llml Sofl.....'. Only. 188' Nelcu.lnc, Ni'PAt:J1
Fstate of: Lucy K sorgenfrei
SOlEDlJLE J, Part A -- Taxable BeqUests
Page 2
21-1994-0980
Item
No. Name and Address of Beneficiary Relationship lIrnoUnt
1 Mabel Lapp None 6,500.00
126 Humer street
Enola, PA 17025
2 Ruth L Sorgenfrei Granddaughter 10/000.00
5855 Walnut creek Roadl Apt. A201
River Ridge, lA 70123
3 Karen L Sorgenfrei Granddaughter 10,000.00
1329 Christopher ct
Metairi, lA 70001
4 William E SOrgenfrei Grandson 10,000.00
515 Upland court
Murfreesboro, 'IN 37130
5 Peyton N Sorgenfrei Great-qrandson 5,000.00
515 Upland Court
Murfreesboro, 'IN 37130
6 Cory A Sorgenfrei Great-qranddaughter 5,000.00
515 Upland Court
Murfreesboro, 'IN 37130
7 Eric L Sorgenfrei Great-qrandson 5,000.00
515 Upland Court
Murfreesboro, 'IN 37130
8 stephen D Helms Grandson 10,000.00
3838 N Paulina #2
O1icago, IL 60613
9 Katherine L Janikowksi Granddaughter 10,001).00
835 N Kaspar Ave
Arlington Heights, IL 60004
10 Lucy K Sorgenfrei T/A Donald 618,359.04
Life Tenant - Donald F sorgenfrei (son)
Remaindermen - issue of Donald F sorgenfrei
11 Lucy K Sorgenfrei T/A Mary Alice 618,359.04
Life Tenant - Mary Alice Helms (daughter)
Remaindermen - issue of Mary Alice Helms
....'---'~-
~,,~_....-,.
EBtate of: l11cy K Sorgenfrei
21-1994-0980
StJMM1IRY OF lILLOCATIONS 'l"O BENEFICIARIES
Class A
Ruth L Sorgenfrei
Karen L Sorgenfrei
William E Sorgenfrei
Peyton N Sorgenfrei
Cory A Sorgenfrei
Eric L Sorgenfrei
stephen 0 Helms
Katherine L Janikavlksi
IlIcy K Sorgenfrei T/A Donald
I11cy K Sorgenfrei T/A Mary Alice
10,000.00
10/000.00
10,000.00
5/000.00
5,000.00
5,000.00
10/000.00
10/000.00
618,359.04
618,359.04
1,301/718.08
Class B
Mabel lDpp
6,500.00
~
f
,;
.if.-
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:y
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1llast mill anom~stant~nt
OF
I.UCY J(, SORclENFREI
I. LUCY K. SORUENI'REI. of Camp Hill (Upper Allen Townshipl.
CUlIlberhuul Counly. PennsylvlUlia. do make, publish IlI'ld declure this tll be my Lasl Will will
'I'cstllmelll. hcreh)' re\'l.king nil Wills WId Cl1llicils hy me at MY time mucle.
rfEM I: I direct that nil inheritance Md estate IBlles
heclllllin/l due by reason Ill' lilY "ealh. whelher such tUlles lIIay be payable by my estate or by
nny recipient of MY pmperty. shall be pnid hy the E~ecutor out of Ihe properly pussing under
ITEM V or Ihill Will. liS IIn eS)Jellsc 1II1l1 C(ISt of mhllinislratioll of lilY estate. The Esecutor
sllnll hnve no dUly or ohligalioll III oblnin reimbursement for IlI'l)' Sitch las so pnid. even
Ihou!lh (In I'wcee"s of Insurance or IIlher propelty II'" pIL~.lIIg under this Will,
ITEM II: 1 give nml heljueuth my POllliuc sed WI :ullI the
SUlllof FIVE THOUSAND ($5.UOO) DOLLARS 10 my friend. MADEL l.OPP. if she sOl'vives
lIIe.
ITEM 111: 1 give ami bCl\ueulh lilloI' I1IY household furnilure
ullcI fumlshlngs, books. pictures. jewelry, silverwure, weuring apparel WId nil other lutldes of
household 01' personuJ use ur adommelll. escept my Pontiac sedan. Will nll policies of
insurlUtce Ihereon to my children living lit the time of my deuth 10 be divided between them
liS they shull agree.
ITEM IV: I ~ive and beljueath nil securities 1111111 own issll$d
lIy LUlhertul ChUI-c11 E:ttension FUlld, Missuuri SYllod. to Culvury Lutheran Church, 2Cll Wood
.'
\'aqe 1
-.- ..~.._,,-:~,.~.--,......,..,.
.',,' ."".1," .'.,
Drive. Mechanicsburg. PeMsylvania. on the condition that so much of the principnl amount of
said securities be retained by the church as will produce nn nnnunl Income to pay the
ellpenses to provide perpelUnllighting of the church steeple In memory of my late husbnnd.
OTIO F, SORGENFREI.
ITEM V: I give. devise and bequeath nil the rest. residue
Wld remainder of my estate nOI disposed of In the preceding ponions of this Will to, nnd I
hereby specificnlly ellercise nil powers of appointment grnnted to me in the LlISt Will nnd
Testament of my husband. OTIO F. SORGENFREI, or otherwise provided to me. in favor of
MELLON BANK. N.A.. fonnerly Commonwenlth Nationnl Bank. Harrisburg, Pennsylvania,
liS Trustee. IN TRUST NEVERTHELESS. to be held. ndministered and distributed in
nccordance with the tenns of a certain Agreement of Trust executed by Commonwenlth
Notional Bank as Trustee WId by me os Grantor on the 13th day of September. 1989. I
hereby confirm WId ratify said Agreemelll of Trust in every respect.
ITEM VI: No interest of nny fiduciary under this Will or any
Codicil hereto shall be subject to anticipation or voluntary or involuntary nlienation. and the
personnl receipt of such beneficiary shall be the sufficient and only discharge of Executor
unless otherwise provided herein.
ITEM VII: In addition to powers given by law. the Executor
shnll hove the foIlowing discretionary powers. effective without court order:
(a) To retain any propeny received by the Executor;
"
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Page 2
(h) To sell leul estate for any purposes. polblicly or privately. for
such prices WId un such temlS us the Executor deems proper. without liability
on the purchasers to see to nppliculion of the purchase moneys:
(c) To compromise controversies:
(d) Tu distribute income or principul in cush or in kind. or pl1I1ly in
each. at vuluations fixed by the Executor nt such times us are deemed
appropriate:
(e) To hold investments in Ihe name of II nominee: WId
(f) To IIndenake ull olher aCls in the ExecUlor's judgmenl deemed
necessary for the proper und udvantageous udministrntion wld settlement of my
estale.
ITEM VIII: Any person who shull have died at the swne time
as I shall have. or in a common disaster with me. or under such circumstances that the order
of our deaths cannot be established by proof. or within thirty (30) days of my death. shall be
deemed to hu\'e predeceased me.
ITEM IX: I hereby nominate, constitute WId appoint
MELLON BANK. N.A.. fonnerly Commonweulth National Bank, to be my Executor. My
Executor, Trustee WId Guardian are specifically relieved from the duty or obligation of filing
any bond or other security. The Executor shill be entitled to compensation for its services in
accordance with its schedule of fees in effect from time to time.
Page 3
l'
<_.~--,",,"_"C_"..-''''-'
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IN WITNESS WHEREOF. I have set my hand and seal 10 this. my Last WUI
and Testament, consisting of this nnd the precedinp:three (.3) pages. at the end of each page
", which I hnve nlso set my initinls for grenter security nnd beller identification this . i.h day
Ill. . 1./ III "~
.; f,' . "
I "
(SEAL)
LUCY K, SORGENFREI
We, the undersigned. hereby cenify that the foregoing Will was signed. sealed,
published and declared by the above.nwned Testatrix ns and for her Last Will and Testament,
In the presence of liS, who. 1lI her request and in her presence (md in the presence of each
lither. hnve hereunto sel \1m hands lUlll seals Ihe day nnd year first above WIIlIen. (md we
cenify thaI at the time of the execulinn therenf. the said Testatrix was of sound and disposing
mind and memory.
.....
\
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"
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/111(.;11,'...'... (SEAL) Residing at Ie ~, i~kIlJ. I'T ~'......,!of 1(, ' TiI
.' -.J '
Eh.il ('11 1~,'1 Ii k , 'f I H.
1.:- -;-;'" /~-, ,,' ..j (SEAL) Residing at /,:' ,:;' 1i'''I,~ ..//.:+ .~,.. I~~ d
.:i.I..",:/.11..' I:;~II/ 'I'{L
~
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(SEAL) Residing at
11433-\
i
J_.......
"-"-" .~~,~.."~- -_.,.,~._.;'..-'.... ,~.. .,",.....'!l\<..",..."'-'-""--...~'--"......-._~,.~-'..,.-'~...,,...,,.~-"'*-' ~" .. ':-...
~V-483 EX AFP (12-94~
cOHHOHWEALTH OF PENNSYLVANIA
DEPAATttEHT OF RE\ltNJE
IUREAU Of INDIVIDUAL TAKES
QDlT. 2I06Dl
HARRISBURG, Pi l11ZIeD601
1'/-,). </8-'1
ACN 201
C/
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE 09-25-95
S 0 SORGENFREl LUCY K FILE NO,21 94-0980
DATE OF DEATH 10-16-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUB"IT THE UPPER PORTION OF THIS FOR" WITH YOUR TAK
PAYMENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT".
REMIT PAYMENT TOI
MELLON BANK NA
RM 181 0336
PO BOX 1010
HBG
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
Allount A..ltt.d
PA 17108
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
Ri!V:4jji-EX--AFP--{i2~-94i-----ii.-Niificif-OF--DETifRHiiiAfiiiN-Aiio-AiisESS-HEN;r----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF SORGENFREI
LUCY
K FILE NO.21 94-0980
ESTATE TAX DETERMINATION
ACN 201
DATE 09-25-95
1. Cr.dit For Stat. D.ath Tax.. a. V.rifi.d
50,608.84
2. P.nn.ylvania Inh.ritanc. Tax Ass.ss.d
(Excluding Discount and/or Int.r.st)
75.478.08
3. Inh.ritanc. Tax A......d by Oth.r Stat..
or T.rritori.. of the Unit.d Stat.a
(Excluding Diacount and/or Intere.t)
.00
4. Total Inh.ritanc. Tax A.se.sad
75,478.08
5. Pennay1vania Estat. Tax Dua
.00
TAX CREDITS I
PAYMENT
DATE
DISCOUNT (+)
INTEREST (-)
RECEIPT
NUMBER
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE .00
_IF PAlO AFTER THIS OATE, SEE REVERSE SlOE elF TOTAL auE IS LESS THAN 'I, NO PAY"ENT IS REQUIREO
FOR CALCULATION OF AOOITIONAL INTEREST. IF TOTAL DUE IS REFLECTEO AS A "CREDIT" eCRI, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I
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PIJIIPOSE Of
NOTICEI
To fulfill the r~lr..-ntl of Section 21'5 (b) of ~ Inherlt~. ~ E.t.t. TIK Aot, Act II of 1991.
(71 P.I. Section 21'S).
PA'fItEHT1
DltKh the top portion of thl. Notice ... IUbIIlt with your p~t to the Rql.hr of WUII prlntM on the
rlV.r.. IldI.
.... .... chHk or .onlY order peyllb1. tal REGISTER OF HILLB, AGENT.
AU p.YMnb rH.Iv.d IhIiU 1M ...11.. first to MY Inhr..t which ..y H due ..lth MY r_lndlr .,11.. to the tax.
REfUCD (eA) I A r.fmcl of . tax cr..1t _y be nqullt.. by clMllP1.Ung In "AppUcetlon for R.fund of P..,.ylvsnll
Inhlrltenc. ... E.tltl Tu" (REV"I!l!). App1Ic.tlon. .1'1 .Y1111lb1. .t the Office of the Rllllt.r of Willi,
any of thII Z3 R~ DistrIct Offlc.. or froa the Dep'l't.-t'. ".houl' .n....l'1ng ..rvlce """"1'1 for forlll orderlngl
In Pannavlvsnll 1"100-162-2050, out.l6e Pennlylvanl. ~ ..I thin 10011 Hal'rllburg '1''' (717) 717"1094,
fDD. (717) nz-zts2 (....1'1"' 1..11''' Only).
D~CTIDHS. Any party In Int.I'..t not ..tlsflH ..Ith the .........,t of tax .. Ihown on thle notic. ..y obJHt ..Ithln
.hlty (60) daYI of rH.lpt of thl. MoUc. bYI
.....l'lttM prat..t to the PA Pep.l't....t of Rev...., IoIIrd of Appea1l, Dept. zaUZ1, Hal'rhbul'l, PA 17UI.U21, OR
.....llOtlng to havI the ..tt.r dIIt.,..I,.. .t audit of the parHnll1 r.,n..nt.tlv., OR
...~l to the orphan" COUl't.
AllnN.
IITRATlYE
CORRECTIONS I Faotull1 '1'1'01" dhcowred on this .....lIIInt Ihould be IIddr...ed In ..rltlng tOI P' Pepart.-t of Rannull,
Bur..... of Indlvldue1 T.x.., ATTNI pa.t ......-ent R.vl... unit, Dept. 210601, Harrl.burg, PI 17121-0601,
Phone (717) 717"6!tDS. S.. paoa S of thI bookl.t ''In.truotlon. far InherltWIC' Tille R.turn far. A.llcMnt
Decedent.. (REV"lS01) for.... .xp1.....tlon 0' ~Inl.tr.tlv.ly carractabl. '1'1'01'"
lNTEMSTI
For dat.. of death on or .ft.r U.S-'l, Penn.ylvanl. Eatat. Tax biNd on the F"r.l E.tat. TalC
r.turn bee... deUnquwtt .t thl .xplratlon 0' nlM (09) lanth. frOll the dIlt. of dMth.
Fa" drit.. of de.th prior to 10-'''91, Penn.y!Y",I. Eat.t. Tn b..ed on the Feder.l E.t.t. Tax rlturn
bROIl' dtllInqwnt at thl .Ilplr.tlon Df .Ight..... nl) IIDr'lth. frOll the dlit. 0' de.th.
T.IIl11 which bM... delinquent be'or. Janusr!, 1, 1'.2 bI.,. Int.r..t .t the rat. of .1IIl (6X) parc."t per ....
calcul.ted .t . dally r.t. of .000164. All t.IIl.. which bee... delinquent on or I,t.r Jenuary 1, 1.IZ will bill'
Int.n.t at . r.t. which ..111 v.r-v fl'OII c.l.......r )'''1' to e.l.......r ya.r with that nt. anncMMtCH by the PA
DIp.rOMt of Revenue. ThI IIPPlIcllbl. Int.r..t r.t.. for 1912 through 1995 ar.1
~ Int.r.at A.t. DIlly Inter.at Factor
~
lnt.r..t R.t.
Dally tnt.r..t Factor
19IZ
1965
19"
1.IS
19116
....lntll'.1\
20X .000541
16X .OO"SI
llX .000SOl
IJX .000S56
lOX .000274
I. calcul.ted .. follow..
1917
1'....1991
199'
1995-1""
199'
9X
llX
9X
n
9.
.000247
.000nl
.00n47
.0001.2
.000247
IHTEREIIT . BALA/lCE OF TAX UNPAID X IIV1IBER OF DAYB DELINQUEIIT X DAILY IHTEREIIT FACTOR
."AnY HoUOI hlUed .ft.r thl tu bMoaI. del1~t ..Ill nllact an Int.r..t c.lculatlon to flft..., US) day.
bllyond thl data of the .....~t. If pav-ant II .... .ft.r thI Int'l'..t coaput.tlan data shown on the
Hotlc., additional Int.r..t .....t be c.lcul.ted.
...,...... ..... -.' ~... ....... . -
,
'.
.i"'J....;~~.~.__.____~.~_ _ __~._.__~_ ___~_..._ - _..~.... --- - -' -- ---- - --- --- --- ----
-:-'CHOtlf"
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D'. '.,..o..'A. A047879,..... ,fO~MON. W. IA....LTHO.F'. EN NSYLVA. NIA ....
'.. ; ,c .' '. " . , ,DlPARTMENT OP RIVENUI .
-.,;;: ti-o'l . OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
H .', ..
'..'f"".
. ... ."
. ..
RECEIVED FROM:
I
ACN
ASSESSMENT P:'
CONTROL 1:,1
NUMBER
AMOUNT
MELLON BANK N A
ATTN S M GARCIA .181 0310
POBOX 1010
HARRISBURG PA 1710B
Ivl
_i:fUU.UU
,OtOft'"
ESTATE INFORMATION,
r:'I FilE NUMBER
Y el-1994-09BO
r:'I NAME OF DECEDENT IIAST)
~ SORGENFREI LUCY K
II DATE OF PAYMENT
EI POSTMARK E
COUNTY
BSN eOO-36-e:57B
IFIRST) IMII
CUMBERLAND
DAn OF DEATH
REMARKS
m TOTAL AMOUNT PAID
.SOO.OO
, (JCW
MELLON BANK N.A.
SEAL
CHECK. 0000016781
REGISTER OF WILLS
MARY C. LEW S
,REGISTER.OF WILLS
--' - -- - ------.-- -------- -.--- ~- --.. -- ---.. -. - - - --..-- ---- -. --.--- --,,--:--.
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D 'AA047878 COMMO~ALTH OF PENNSYLVANIA
NO" DEPARtMENT O' RIVINUE
, ' OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
RECEIVED FROM: I
ACN
ASSESSMENT P:'
CONTROL 1:,1
NUMBER
AMOUNT
MELLON BANK N A
ATTN S M GARCIA .1Bl 0310
POBOX 1010
HARRIS8URG PA 17108
101
'6,778.0B
'01.0"'"
_'()(DH'"
I
I
,
ESTATE INFORMATION,
r:'I lIE NUMBER
Y el-1994-09BO
m NAME OF DECEDENT IIASTI
II DATE OF PAYMENT
EI POSTMAR E
COUNTY
SSN eOO-36-e57B
IFlRST) IMI)
DATE OF DEATH
m TOTAL AMOUNT PAID
SEAL
CHECK. 0000016710
RECEIVED BY
.~.""R nR
.CW
I'
I
REMARKS
MELLON BANK N.A.
REGISTER OF WILLS
MARY C. LE IS
REGISTER OF WILLS
~--- --- -'--- ------------ ---- - ------.- ------- -------.-------
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D AA022698 COMMONWEALT,H OF PENNSYLVANIA
NO. , , . DEPARTMINT O. REVINUE
' . OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
"
"-
~--"'.
RECEIVED FROM,
..
11\t1l1l IX ",,"
i
ACN
ASSESSMENT
CONTROL
NUMBER
m
AMOUNT
" ~,
"'---'fC,
MELLON BANI< N A
ATTN 8 M GARCIA *181 0310
P 0 BOll 1010
HARRI8BURG PA 17108
101
.61!1,400.00
ESTATE INFORMATION,
r:'I filE N MBER
Y 21-1994-0980
r:'I NAME OF DECEDENT IIAST)
~ SORGENFREI LUCV K
II DATE OF PAYMENT
B POSTMARK DATE
COUNTY
saN eOO-36-e~78
(FIRST) (MI)
CUMBERLAND
DATE OF DEATH
REMARKS
'1 .
MELLON BANK, N.A.
m TOTAL AMOUNT PAID
SEAL
CHECK. 000001~8e8
" "J.
,/,
c/
RECEIVED BY
-68,400.00
C
..","--~--- -'----- ------,----- - ~ ---- - - -- - - - -,- --.,- -..,... --r-~.---.
REGISTER OF WILLS
r
"
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-..... - - , ~-..-,.,
--._-~.. ..:- ~ , '
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(~
RIV-1547 EX AFP (12-94*
COHHDNWEALTlIOF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. UD"l
HARRISBURG, PA 171!'.D6Dl
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLDWAHCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATE 09-25-95
o FILl NO.
DATI OF DEATH 10-16-94 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PDRTIDN OF THIS FDRN WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAXE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
MELLON BANK NA
RM 101 0336
PO BOX 1010
HBG
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
PA 17100
Allount R..Ut.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'Y:i54"7-iif-Aj:ji-nZ:94TiioYicniF--itiHiifii'AHci-YAx-APjiRAisiHiii'i'-,--,U:rciwAHCi-iili-----------------
DISALLOWANCE OF D~DUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SDRGENFREI LUCY K FILE NO. 21 94-0900 ACN 101 DATE 09-25-95
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Eat.t. (Schadul. AJ (1)
2. stock. and Bonda (Schedule 8) (2)
!. Clo..ly Hald stock/Partnerahip Intar..t (Schadul. C) (3)
4. Hortgagee/Not.. Receivable (Schedul. DJ (4)
5. Ca.h/Bank Depoaita/Hlec. Par.onal Property (Schedula E) eS)
6, Jointly Owned Property ISch.dul. FI 161
7. Tranafara (Schedul. Q) (7)
8. Tot.l A...t.
I CHANGED
,00
,DO
,DO
.00
31.669,56
,00
1.325.409,03
IBI
1.357.079.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 27.713.74
9. Funaral Expen.../AdM. Co. a/Hlao. Expan... (Sch.dula HJ (,)
10. Debh/Nartuaua LhbIUU../LI.no ISch.duh II (10) 5.135.29
11. Total Deduction. (11)
12. N.t Value of Tax R.turn (12)
13. Charitable/Govern.antal Baqu..t. (Schedule J) (13)
14, "-t V.lu. of Eot.t. Subj..t to T.. 1141
NOTE: If an assessment was issued praviouslY, lines 14, 15 and/or 16, 17 Bnd 10 will
reflect figures that include the total of abb returns assessed to dete.
ASSESSMENT OF TAX'
15. A.aunt of Line 14 .t Spou..l rat.
1'. Aaount of Lina 14 taxabl. .t Lina.l/Cl... A rat.
17. A.aunt of LJna 14 taxable at Coll.taral/Cl... 8 rat.
18. Principal Tax Due
IIS1
1161
1171
,00
1.301.710,00
6,500,00
X.03.
K ,06.
X ,15.
I1BI
TAX CREDITS:
PAYHENT
DATE
01-12-95
06-14-95
06-14-95
DISCOUNT 1+1
INTEREST I-I
3.600,00
,00
,DO
RECEIPT
NUlIBER
AA022690
AA047079
AA047070
AHDUNT PAID
60,400,00
300,00
6.770,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
3'.849 03
1.324.230,36
16.012,20
1.300,210,00
,00
70.103,00
975,00
79.070,00
79.070,00
,00
,00
,00
. IF PAlO AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN .1. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. VDU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIDNS,I
,!-~7, ,.:1",,_' ." 1.::: " ~:,:.iO',;.~ifJ -~~~f1:-~.t",
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RfSERYATIONI [.t.t.. of deo~t. dying on or before Decllber 12, 1"1 .. If InY future Int.r..t In the ..t.t. I. trln.f.rred
In po.....lon or enjo~t to CI... . (coll.t.r.l) beneflcl.rl.. of the decedent I,t.r the .wplratlon of InY ..tlt. for
11ft or for vatr., the C~lth hereby ..pr...ly r...rv., thl right to eppr.I.. tnd ...... tren.,.r Inherltsnc. T....
It the lewful Cl.,. . (co11.t.r.1) r.t. on eny such future Int.r..t.
_OF
NOTlCEa To fulfill tht r...I,,,,,,,t. of s.oUon 1140 of the Inhlrltsno. tnd E.ht. TIX Aot, Act tz of 1"1. 7Z P.I.
IeClUon 1140.
PAVtEHTa DetKlt the top porUon of thl. MoUc. end MGilt ..Ith your P.Plnt to the Aqhhr of WIU. printed on the rlft,.1 .lcIt.
--twit. chKk or ...y ordtr pQIlbI. toa REGISTER OF MILLS, AGENT
All ,.penh recllved ItMIll flret be ~lIed to MY Int.r..t which ..y " duti with MY r...lndtr ."lIed to thl tax.
REfUND (CAli A nflond of . tax cndlt, which .... not r..,..ttct on thl ft. ..turn, MY be r.....ted by COlPlltlnt In IOAppllC.tlon
'01'" A.~ of Pennlylvenl. Inherltsnol tnd E.t.t. T.... (REV-ISIS). Appllc.tlon. '1"'1 tv.lllbl. It thl O'flc.
of the R..I.t.r of Will., MY of the ZS A.venue DI.trlct O'flc,., or by c.l1lng thl tpIClll1 Z4.hagr
en....rl"' ..rvlcl nu.blr. for for., orderlnt' In P,"".yl~enl. 1.IOI-J6I.Za50, out. Ide 'snn.ylv.nl. end
~Ithln 10011 Htrrl.bur. 11"'1' (717) 7.7..094, TDD. (717) 77Z~Zt51 (Heerlnt 1~.lred Only).
OIJlE:CTJDHla AnY p.rlY In Interllt not I.t..fled with the ...r.........t, .UlNsnol or dlnUowlf'lC1 of deduction., or .........,t
of to UnclucUna dhcount or Inter.." II shown on thh NotlcI ..at obJ"t within ".ty (&0) dly. a' recll,t of
thh NotlcI byt
--written protllt to the PA Dlptrt""t of R.vWIUI. lo.rd of Ap"..., Dlpt. 211021, Herrhbur., PA 17121.1021. OR
..Il.otlon to hevt the ..Uer deterllntel .t .udlt of thl KCount of the pa...ontl r.,....."tstlvI. OR
.......1 to thl Qrphtn.' Court.
AllInM
IITRATlV'E
toRRfCTIDHSt
flO"'-l '1"'''01'''' dl~v'red on thl. .......-nt should bl tddr,..1d In writing tOI PA Dtp...tsent of R,venue,
1U..1.u of IndlvldUll T.x.., ATTH. Po.t A...."'"t A.vl... Unit. Dept. 2aa,al, Hlrrltbura. PA 1712'-0'01
Phone (717) 717.6505. SIt PIQI S of thl bookl.t "In.tructlon. far Inhlrlt~. T.. R.turn far' A..ldent
Otctdent.. (REV~1501) for an ..,lenttlon of tdtlnl.tr.tlv.ly corrlGtlbll .rro~..
If tnY tax dut I. plld within thr.. (S) Clllndtr eonth. .ft... the dIc~t.. de,th, . flv. ,.rcent (SX) d'.count of
the tax p.ld 1. .IIOM1d.
DllCOUHT I
I NTEREIT a
Intlrllt I. cMrpd bIIlMlna with first d.y 0' dellnquency, 0" nlns (" IIonth. end OM UJ d.y 'rCHI thl dIIt. of
dMth. to thl atl of ,.~t. T.... .....Ich btutt dell".,."t bI'orl JtnUIIry 1, 1911 bur Int.rllt .t the r.t. of
.1_ (6%) "rcent ,.r ....... c.lcul.ttel .t . d.lly rat. 0' .aaOI64. All ..... which bee_ dtllnquent on MIl .ft.r
Jenutry I, 19.2 will bltr Int.rl.t .t . r.t. ~Ich will vary frot cellndtr WI.r to c.llndtr y..r with that r.tl
snncM.nCed by thl PA Dep.rt.."t of R.venue. ThI eppllclbll Int.r..t r.t.. '01'" nl2 through 1"5 '1"'11
'!!!! tnt.rllt A.tl D.llw '"t.r..t feoto.. ~ Inter..t A.t. D.lly Int.r..t feotor
1.11 UII .000541 1917 '" .100147
1.15 "" .00IUI 1961~1"1 III .00OJIl
I.M III .OOUIl I"l .. .000247
1.15 UII .OOOSY I"S.I994 n .aOOIU
1.16 lOll .000174 1"5 .. .000147
--Intll"'llt 1. cllculstld I' foUIN.a
IItTEIlETIT . BALANCE OF TAll UHPAID X IlUlIBER OF DAYS DELIHQUEICT X DAILY INTEREST FACTOR
--any Notlcl I.,ued .,t.r the tax ~, delinquent will r.fltet In Int.r..t c.leul.tlon to fifteen (15) dly.
"yond the d.t. of the .........,t. If ,.~t 11 udt .ft.r the Inter.1t COIIPYt.Uon dltl Ihowl on the
MoUc., Iddl U.".I Int,....t ...,.t be c.lcul.ted.
RlV-736 lX AFP (12-95*,
COHtOM&L TH Of PfJrlrdVLVAHIA
DE:PAATttEHT Of REVENUE.
IURfAU Of INDIVIDUAL TAXEI
DOT. 110601
HARRIIIURG, PI 171"-"01
/./.,..'/1, ./
ACN 202 Q.;
CUT ALONG THIS LINl .. R!TAIN LOWlR PORTION FOR YOUR FILES .....
Ri"v=736--EX--AFP--Ciz:-9Sj-----.-.-NOifici--OF--OEri"iHiiiAfib-N-Aiio-AS-SESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
NOTICl OF DETlRHINATION AND
ASSlSSHlNT OF PlNNSYLVANIA
lSTATl TAX BASlD ON FIDlRAL
CLOSING L!TUR
DAT! 01-02-96
ESTATE OF SORGENFREI
ACN 202
DATE 01-02-96
50,608.84
5, Pennsylvania Estate Tax Dus
75.478,08
,00
.00
,00
f' .
SORGENFREI LUCY K FILE NO. 21 94-0980
DATE OF DEATH 10-16-94 COUNTY CUMBERLAND
HOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAM
PAYHENT TO THE REGISTER OF WILLS. IlAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT".
RlMIT PAYMlNT TOI
MELLON BANK NA
RM 181 0336
PO BOX 1010
HBG PA 17108
REGISTER OF WILLS
CUr~ERLAND CD COURT
CARLISLE, PA 17013
I
HOUSE
A.ount R..tttH
LUCY
K FILE NO.21 94-0980
ESTATE TAX DETERMINATION
1, Cr.dit For Stat. D.ath Tax.s as V.rified
2, P.nnsyIvania Inh.ritanc. Tax Ass.ss.d
(Excluding Discount end/or Intere.t)
75.478.08
3, Inh.ritanc. Tax Assess.d by Other States
or Territorie. of the Unit.d Stat.s
(Excluding Di.count end/or Int.rest)
,00
4, Totsl Inh.ritance Tax Ass.ss.d
6, Amount of Pennsylvania Estat. Tax Pr.viou.ly A.a....d
Be..d on F.d.ral Estat. T.x R.turn
7, Additional Pennsylvania Estat. Tax Du.
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
· ~SRP~lrc6Ll~~D~Ho~ RftbrT~~~A~EY~~~~E~fDE
I IF TOTAL OUE IS LESS THAN .1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR),
YOU HAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,)
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PIJRPClS( Of
NOTlCEI
'0 fulfill the r-.ulr..-nt. of Section 1141 lb) of the InherltlnC. end Est.t. 'ox Aot, Act II of 1"1. C71 P.',
Ieotlon 1141).
PA\1CHfI
Detach the top portion of thh Notlc. end sue-It with your pa,...,t to the Aegl.t.r of "1111 p,.lnted on the
rov..... sldO.
n .... check or ..".y .rdor pa,.Ml. tal REGISTER OF MILLS, AGEXT.
All p.,..,t. recalvad .".11 be .,,11od flr.t to ony Into,.." which uv be w. with onv .....Indor .."lIed to tho t...
RU'LIUI CCA) 1 A rafund of . t.1I crodlt uv be ,.....ted bw coopldlng .... "application for R.fund of Penn..lv."l.
InhorltlnC. ~ E.tata 'a.R (REV. ISIS). Appllc.tlon. ar. avallMla at the Offlc. 0' the Rotl.t.r a' Will.,
an,. a' tho IS R.venue Dlttrlot Dfflc.. or 'r_ thl Dopart.."t.. 14.hour' on....rtng ..Mllea ....... for 'or.. o"'rlntll
In penn.wlvanl. 1-100.161-1050, outaldo Pann.vlvanl. end within loc.1 Harrisburg a,... (717) 7',.1094,
lDDI (717) nz-un (....rlng h.olrod DrIly).
OIJECTIONSI Anv p.rty In Intar..t not .atl.flad with the .......-nt of tall a. ~ on thl. notlc. .av ObJact within
.llIty (60) day. a' r..olpt a' thl. Notlc. bVI
....rlttan proto.t to tho PA aap.rt..nt of Aavenue, ao.rd of Appeol., Dept. 211021, H.rrlsburg. PA 17111.1011, OR
--oiNting to have tho ..Uor d.t.r.lned at 1iUd1. of tho personal rep......,tatl"'.. OR
-.......1 to the OrpMn.' Court
ADHJH-
IITAATJvr.
CDRRt:CTIDHS ,
factual orro,.. db.overod on thlt .........,. should'"' addr...ed In wltlng tal PA Depart...t of Rnanuo,
Bur.au 0' Individual T.lla., ATTHI po.t A........t R.vl.. unit. Dept. 210'01, Harrl.burg. PA 17111.0'01,
Phone C111) 7'7-'501. ... page S 0' tho bookl.t Rln.tructlon. for InharltlnC. Tall R.turn for a A..ldent
DacadantR (REV.1SD1) for an .xplanatlon of ~Inl.tratlvalw corractobl. .rror..
INTEREST I
additional P."".ylvanl. E,t.t. 'all .....aed .. . r..ult of a chanta on the Faderal E.t.t. ,.. alo.lng
hU.r bee... dollnquent .t tho ..plr.tlon of ana U) aonth fro. tho etata tho fhwl netic. of tM lne......
Sn F.daral E.tat. TOIl S. rocaSvad.
T.... which bK... daUnquent bafor. J......rv I, 1911 ba.r Int.r..t at tho rata of .1. (6X) Plrcant p.r ........
c.lcul.ted .t a dally rat. of .OGal"'. All t.... which bee... daU"",,*,t on or aft.r J.......ry 1, "II ..Ill boar
Snt.r..t .t . r.t. which ..III v.rv fr.. c.lendar y..r to c.l~r w..r with that rat. ~ad by tho PA
Depart.."t of A.v~. the appllcabl. Sntar..t r.t.. for 1..2 through I'" ar.1
'WI: t..t.....t a.t. n.(lv t..t.....t raP-t.... Xur Int.....t a.l. n.llv I..t.....t raP-tn..
1911 lOX .GaDS4' 191' 'X .000241
191' In .000411 ....-1"1 IIX .00OSOl
1'" IIX . 'USI1 I'" ,x .GaU47
191' IJX .OIOS56 1 "'.1,,. 7X .00Utl
1'" lOX .00U14 1"1-1'" 'X .000141
ulntar..t I. calculatad .. folll*.1
INTEREST . BALANCE OF TAX UNPAID X NVnIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~~Anv Hotle. I..ued .ftar tho tall bee.... dallnquent ..III r.flact an Int.r..t c.lcul.tlon to flft.." (II) da..
bayond thl dot. .f tho ........"t. If paY80ftt II ... .ft.r tho Inter..t COllpUtatlon dat. IhoYn on tho
Notlca, additional Intar..t au.t be calcul.ted.
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STATUS REPORT UNDER RULE 6.12
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Name of Decedent: L..~k 5')~;
Date of Death: O!-t I~, 19'91
W ill No. 1II.&II.iII..ldZi ~
~~~
Pursuant to Ru1~ 6.12 of the Supreme Court
Court Rules, I report the following with respect to
the administration of the above-captioned estate:
Admin. No.~qt{ - ooq~
orphans'
completion of
1.
State wh~ther administration of the estate is complete:
Yes V" 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~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~n
account informally to the parties in interest? Yes ~No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: ~ 10. Jq,?~
.
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