HomeMy WebLinkAbout94-01060
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PETITION I<'()R PROBATE and CiRANT m' LETn:RS
Estate of J'!.~!.tl.1.~_.!!.L_!l~\lnnlllllmL__ No. ____<:XI.:::.._qlj-=:jf),it:LL
aim known us _________________ To:
._______ __________ Rcgi!ler of Wills for the
-----b Dec'eased, County of _ Cum~u rJ;i!.!l<l.._ In the
Social Sec'llrlty No, __ 2Ci7-=--Q9- 0 21_ __ Commonwelllth of Pennsylvania
Thc petillon of the undcrslgncd respectfully represcnts thRI:
Your petilloner(s), who knm 18 yellrs of Rge or older IInlhc ~~cutQrll.______ nRmed
Inthc IRst will of the above decedent, dated ___,_,HU-L!lL..____________ ___ , 19.Jl.j_
xlllklllKtidlltx KIII.x ___ _________________________ ,___ __,_______________.,____________
(\IUll' rrlCYlIrll CirCIII1UjgIlCC\, C.M. rCIIIIlIc1I1I101I, dCillh ur l'\CcUlort CIC,)
upper
Dc\'cdenl \I'll' domicil\'d ill (klllh in AJJ-en_..'.!'.I1IJ.....Cumber l~nli County, Pennsylvania, with
It l R last fumlly or prlnclpul residencc at _8.9JL'l'.UllC.aJ:QJ;-'4J1ess iah vi 1 'I age,
Mechanic.aburg. PII 17 0.5..S-__.________
1Il~1 ~trt'lll, Iltlllllll'r. Twp. or lIuro,l
-
Dreede~1, II1<'n _,,_~}______ )ears of ngc, died .. NovemQ~'!:...2.~ , 19 94
at Messiah Village Medical Cent\lr-l,_M.w;.lliu)i.CMIJ.r.g.,.,. PA ,
Except as follows, deccdent did not marry, was not divorced IInd did not hRve a child born or adopted
aftcr cxecutlon of the will offercd for probllte; WIIS not Ihe victim of a killing and wus never udjudicated
Incompetent: .____ ,,_____________
Deecdcnt al deuth o\l'ncd propcrlY \l'ilh e!llmaled I'alues lIS follows:
(If domiciled In I'n,) All personul property
(If not domlcilcd In Pa,) I'ersonul property In I'ennsylvllnla
(If not domiciled In I'll,) I'ersonul property In County
Valuc of real est ute In I'ennsylvnnla
situated as follows: __ NONE''----______
S 350/000.00
S NONE
S NONE
S NONF.
WHEREFORE, petitloner(s) respectfully rcquest(K) the probate of the lust will xlll:kxOllloll(ll)
presented herewith and the gram of lellers testamentary
(lennmCllInry; adl1llnhlrnllon c,l,a.; adminhlrallun d.b,n.c,t,a.)
lheron,
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Beatrice J..
.690 Tus~
Messiah Villilge
Mec hani c s bu r \4-..ElL120!i5-_
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Brenneman - . ore tates Ham Oil Bank
.__ -Bv: r~oill....Jl, Copeland
_ Vice president/'l'rust Oillcer
30 North Third Street
_llau:iFlbllrg, PA 17101
'+--.==:
OA TH m' PERSONAL REPRESENTATIVE
COMMONWF:AI,TH 010' pI<:NNSnV ANIA } 88
COUNTY 01<' CUMBERLAND
Thc petitioner(s) above.nRmed swenr(s) or ufflrm(s) that the statements In the foregoing petition are
truc and corrcctto the besl of the knowledge und belief of pClltioner(s) Rnd that as personal represen.
tallvc(,s) of the nbove decedcnt petitloner(sl will wcll Rnd truly ndmlnlstcr the estate according 10 law,
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Sworn 10 or nfflrmed PUll subscrlbcd _ Llc.....J..L!..~~ . '):-., Il. 'l" -.\\~l. .-\''1....---
before n~e.this ____JJ.IJ 'iT\dny (~f ;.t~ri~,~'!J-~enn,~!, n --::i.~'
~)'ol~o.r;__-._~r~;-~~~_. '1 __ J..d... :..JJC._ ~
~!6:LJ/.('l.}2_171lIlJj '::.c iRt.at.us...ll j. () n 11;] n k ~
ARY C, LEWVS Rel/l.\ler! _Jly..l-LollL . d ~
--I If Vice Pref!. /Trust Of f icer
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LAST WILL AND TESTAMENT
OF
. WALTER L. BRENNEMAN
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I, WALTER L, BRENNEMAN, of Mcchanlcsburg, County of Cumberland and
Commonwealth of Pennsylvania, being of sound and disposing mind and memory, and not
acting under undue Influence of any person whomsoever, do make, publish and declare this
Instrument to be my Last WI11 and Testament, In manner and form following:
FIRST: I hereby expressly revoke all Wills, Codicils and testamentary writings of
whatsoever kind and nature heretofore made by me.
SECOND: I hereby direct my Executors, or their successors, hereinafter named, to
pay all my just debts, expenses of administration and funeral expenses out of my estate as
soon as Is practicable after my decease.
THIRD: I direct that all estate, Inheritance, transfer, legacy or succession taxes, or
death duties, which may be assessed or Imposed, wheresoever situate, whether or not passing
under this my Last WI11 and Testament, Including the tlWlble value of all policies of
Insurance on my life and all transfers, powers, rights or Interests Includible In my estate for
the purpose of such tlllles and duties, shall be paid out of my general estate as an expense
of administration, and without apportionment, and shall not be prorated or charged against
any of the gifts In this Will or against any property not passing under this Will, In the
absolute discretion of my Executors, hereinafter named, they may pay such taxes
Immediately or may postpone the payment of the tlllles on future or remainder Interests
until the time possession accrues to the beneficiary or beneficiaries named herein, My
Executors may. In their discretion, arrange for extension of time for the payment of said
estate and Inheritance taxes, and any Interest and! or penalty Incurred on any such taxes,
whether or not resulting from such extensions or postponements, shall be borne by my estate
as an expense of administration.
FOURTH: If my wife, BEATRICE 1. BRENNEMAN, survives me, I give to my
Trustee. hereinafter named, a sum equal to the dollar amount, If any. which can pass free.
of federal estate tax In my estate by reason of the unified credit against federal estate tax
allowable to my estate (the "credit shelter amount"), reduced by the aggregate of (1) all Items
Includible In my estate for federal estate tax purposes which either are disposed of In
previous articles of this Will 01 pass outside this Will, but only If such Items do not qualify
for the federal estate tax marital deduction or the federal estate tax charitable deduction;
and (2) the amount of any administration expenses claimed as Income tllll rather than estate
tax deductions, My Trustee shall hold this sum IN TR UST, NEVER THELESS. during the
life of my wife, or until the earlier termination of the trust, for the following purposes:
(I) In the discretion of my Trustee, It may pay any part or all, or any designated
part, of the Income to, or accumulate any part or all of such Income for the benefit of my
wife. or add any part or all of such Income to the principal of the trust.
(2) To pay to my wife, at any time or from time to time during the continuance of
the trust, such sums from any part or all of the principal of this trust as my Trustee In Its
sole and uncontrolled discretion may determine to be reasonably necessary for the support,
maintenance, health or other benefits of my said wife, to whom the payment may be made,
or be made for or on her account, or to meet the costs of any Illness or accident which may
affect her,
(3) To pay any principal, and any accumulated Income not previously designated,
remaining at my wife's death, to my son III the manner hereinafter provided In article
SEVENTH.
FIFTH: I dispose of all the rest of my property, hereinafter referred to as "my
residuary estate", In the manner provided In article SIXTH if my wife, BEATRICE 1.
BRENNEMAN, survives me, or If she does not survive me, as provided In article
SEVENTH,
SIXTH: If my wife, BEATRICE 1. BRENNEMAN, survives me, I give all of my
residuary estate unto my wife, In fee simple,
SEVENTH: Upon the decease of my wife, BEA TRICE J. BRENNEMAN, or should
she predecease me, all of my residuary estate, Including the "credit shelter amount" provided
for In paragraph FOUR TH hereof, whether It be part of my residuary estate, should my wife
predecease me, or the principal and Interest of my credit shelter trust (paragraph
FOURTH) should the same have been established prior to the decease of my wife, shall be
distributed In tht: following manner:
I give and bequeath my residuary estate unto CORESTATES HAMILTON BANK,
of Harrisburg, Pennsylvania, IN TRUin, NEVERTHELESS, for the following uses and
purposes:
(I) All moneys and property coming Into the hands of my Trustee under this trust
shall be held, Invested and administered for the benefit of my son, WALTER L,
BRENNEMAN, JR" who now resides In Plainfield, Vermont, for the purposes of paying
directly to my son, W ALTER L. BRENNEMAN, JR., all of the Income derived therefrom
at least annually or In more convenient Installments. In addition to the payment of Income
to WALTER L, BRENNEMAN, JR" as herein provided, my son, WALTER L,
BRENNEMAN, JR" shall have the right and privilege to receive, upon the delivery to the
Trustee of a written request, free of this trust, up to, but not In excess of, ten (10%) percent
of the then principal of said trust, In anyone calendar year, the remaining principal to
continue this trust unabated, My said son may In succeeding years eltercise such election,
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but In all cases only up to, but not In excess of ten (10%) percent of the principal then
remaining In this trus\, The Trustee of this trust, In Its sole dlscrctlon, may also payor use
so much of the principal as It shall deem advisable for the payment of extraordinary
expenses which may occur for WALTER L, BRENNEMAN, JR., Including, but not limited
to, medical and related expenses, and requirements of support and welfare, In such amounts
and In such proportions as the Trustee, In Its sole dlscrction, shall deem proper,
(2) In the event my said son, WALTER L. BRENNEMAN, JR" shall either
predecease me, with the occurrence of IIny of the events hereinbefore set forth relating to
my wife, BEATRICE 1. BRENNEMAN, or should die during the time this trust Is
administered for his benefit and there shall be principal remaining in this trust, then and In
that event I direct that my Trustee shall continue this trust for thc benefit of my daughter-In-
law, MARY O. BRENNEMAN, to pay to her, or for her use and benefit, annually or In
such other convenient Installments all of the Income from this trust fund, My daughter-In-
law shall have no election privileges as to the principal of such trus\, The said Trustee,ln
Its sole discretion, may likewise pay so much of the prlnclpalas It shall deem advisable for
the payment of extraordinary expenses which may occur for MARY 0, BRENNEMAN,
Including, but not limited to, medical and related expenses, extraordinary educational
expenses and requirements of support and welfare,in such amounts and In such proportions
as thll Trustee, In Its sole discretion, shall deem proper.
(3) In the event my said daughter-in-law, MARY O. BRENNEMAN, shall
predecea~e me, or should die during the time the trust Is administered for her benefit as
provlded)llrtlcle Seventh (2) of this my Last Will and Testament, and there shall be principal
remaining in said trust, then and In that event I direct my Trustee to continue this trust for
the benefit of the stepchildren of my son, WALTER L, BRENNEMAN, JR., and the
children of my daughter-In-law, MARY 0, BRENNEMAN, namely: Robin Wright, of
20231 Vesler Avenue, Coalfer, CO 80433; Leslie Wheelock, of 34 Farnsworth Road,
Colchester, VT 65446; Oavln Wright, of 12 Maple Lawn Drive, Essex, VT 65452; Laurie
Covington, of 79007 N, Dune Lane #4, Canyon Country, CA 91351; Tracy Oandln, of R.R.
5, Box 1985, Montpelier, VT 05601-8807; and Valerie Whitaker, of 45 Lawnwood Drive,
Williston, VT 05495, and to pay to them, or for their respective use and benefit, annually
or In such other convenient Installments on an equal basis, all of the Income from this trust
fund until each of said stepchildren shall Individually altain the age of 35 years, at which
time each of said children shall receive his or her proportionate share (1/6If all are living)
of the principal of this trust, free of this trust, This trust shall thereupon terminate with the
payment to each of said stepchildren upon altalnlng such age, In the event one or more of
said stepchildren should die prior to attaining the age of 35 years, his or her respective
proportionate share of this trust shall be equally divided among the remaining stepchildren
who survive the deceased stepchild. Said stepchildren shall have no election privilege as to
the principal of this trust and his or her respective share thereof, My Trustee, In Its sole
discretion, may pay so much of the principal as It shall deem advisable for the payment of
extraordinary expenses that a stepchild may experience, Including, but not limited to,
medical and related expenses, educational expenses, and requirements of support and
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welfare, and In such proportions up to the stepchild's proportionate share of this trust as my
Trustee, In Its sole discretion, shall deem proper.
(4) My Trustee shall be vested with reasonable discretionary powers and In all
matters not otherwise herein specifically provided, It shall exercise its sound judgment and
discretion In the performance of Its duties hereunder. It shallnol be llable for any error of
judgment provided that such error Is honestly made,
(S) Illlve and grllnt unto my Trustee, and Its successor or successors, the following
powers, which shall be construed broadly and which may be exercised by it in either or both
capacities, as In Its discretion It deems advisable, In addition to and not In llmltation of Its
common law and statutory powers:
(a) To allot, assign, care for, collect, contract with respect to, convey, convert,
deal with, dispose of, enter Into, exchange, hold, Improve, invest, lease, manage, mortgage,
grant and exercise options with respect to, take possession of, pledge, receive, release,
repaIr, sell, sue for and in general to do any and every act and thing and to enter Into and
carry out any and every agreement with respect to the property Included in any trust created
In this WI1I, which it could if it were the absolute owner thereof, without being llmited In
any way by the specific grants of power hereinafter made,
(b) To retain for suclltime as in its judgment may deem advisable all or any
part of my property as assets which at any time shall constitute a part of the trusts herein
provided for.
(c) To sell or exchange, either privately or at publlc sale and without prior
approval of any court, at such time or times and at such price or price, and on such terms
and conditions as the Trustee may consider advisable, all or any part of the trust property,
real, personal or mixed, and to execute, verify, acknowledge and deliver all deeds, bl1ls of
sale, or other documents which may be necessary or proper In the exercise of such powers
without liability on the purchaser or purchasers to look to the application of the purchase
price.
(d) To manage any real property held by my Trustee In such manner as it
may determine, Including authority to alter, repair, maintain or Improve such property as
hereinafter set forth, to mortgage such property on such amount, on such conditions and at
such rates of interest as It shall deem advisable; to abandon such property, to adjust
boundaries, to erect or demolish buildings thereon,to convert for a different use, to dedicate
for public use without compensation, to grant easements and rights-of-way, to waive payment
for property taken by right of eminent domain and to claim and negotiate for payment for
property, to enter Into party-wall contracts, to protect out of the general funds of the trusts
herein created, to Insure or perfect title, and to charge the cost of any action taken with
regard to any such property to principal or Income as it may determine, To make all
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ordinary repairs, alterations or Improvements against the principal of the trust herein
created of which the property being repaired, altered or Improved forms a part,
(e) To lease any real estate subject to the trust herein created for such term
or terms, and for such rental or rentals and under such covenants and agreements as may,
In the discretion of the Trustee, be considered for the best Interest of the trust estates, The
Trustee shall recognize existing leases, but still have the power to agree to modification of,
or amendment to, the terms of existing leases or to extensions or renewal thereof. The
Trustee shall have the authority to acquire by purchase, gift or otherwise, and to resell,
receive, hold, manage and control real estate and other Interest therein, subject to the trusts,
and do all things necessary or proper In the performance of such functions,
(I) To Invest, and from time to time to reinvest, to acquire and to retain
temporllrlly or permanently the trust estates received or held by It in cash or in kind of real
or personal property, foreign or domestic, Including by way of llIustration, but not by way
of limitation, common or preferred stocks, investment trusts, mutual funds, money market
funds, limited partnership Interests, common trust funds, voting trust certificates, bonds,
mortgages, debentures, not"s, unsecured obligations, wasting assets, or Investments which
are unproductive, overproductlve or under productive as In its discretion It may deem
advlsable,and without regard as to the proportion that any such Investment may bear to the
total trust funds or the relation It may bear to the type or character of other Investments In
the trust estates, or to the effect such Investments may have upon the diversification of the
Investments In the trust estates and it shall not be restricted In its choice of Investments to
such Investments as are permissible for fiduciaries under any present or future applicable
law, it being my Intention to give my Trustee power \0 act in such manner as It wlll believe
to be for the best Interest of the trust created herein. I hereby direct that my Trustee may,
In addition to all the powers of Investment herein given, maintain In my trust estate
securities of the ~'orporate fiduciary, CORESTATES HAMILTON BANK, In anyamollnt
which the said Trustee within Its discretion deems proper.
(g) To pay Income tax on gains from the sale or other conversion of capital
assets out of the proceeds thereof.
(h) To amortize, accelerate payment of, reduce, extend, modify, settle or
liquidate any lien, encumbrance, mortgage or other charge against any real estate or other
property which may be subject to these trusts, The Trustee shall specifically keep and
perform all of the covenants, terms and conditions of any existing mortgage or mortgages
upon said real estate, on the part of the mortgagor required to be kept and performed and
shall have full power and authority, with the consent of the mortgagee or mortgagees, to
refund, replace, extend or otherwise amend the same, and to anticipate and accelerate any
periodical payments therein required,
(I) To subscribe for stock allotments and exercise all rights and privileges
pertaining to securities which are available to the owner thereof,
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, (I) To receive or make distribution of any trust herein created, either In
money or In kind, or partly In money and partly in kind, The judgment of the Trustee as
to what shall constitute an equitable distribution or apportionment shall be binding and
conoluslve upon the beneficiaries hereof, Nothing herein contained, however, shall empower
the Trustee to make distribution before the time or times speclt1ed herein,
(k) To pay, collect, compromise, sue for or contest any claim or other matter,
directly or indirectly affecting the trusts.
(I) To use Income and/or principal to maintain In force any policies of life
, Insurance which I may own on the life or lives of other persons or to receive In gift or
purchase or maintain previously exlstlng Insurance or annuity contracts for the benefit of any
beneficiary, primary or contingent, if the Trustee determines that the best Interest of my
, family would be served by purchasing said contracts or by continuing such Insurance In force,
and to exercise all the powers given to the owner of such policies.
(m) To employ counsel, auditors, accountants, appraisers, engineers, and
othel' persons, professional or otherwise, as may be necessary for the proper administration
of the trusts, and to pay their compensation from trust funds,
(n) To borrow money and security therefor, to execute bonds and mortgagos
containing warrants of attorney, to confess judgment and to pledge personal property.
(0) To Incorporate any unincorporated business received from my estate.
(p) To carry on and conduct any business enterprise In which I may be
engaged at my death.
(q) As to each trust created herein, to exercise all the powers granted and all
the duties imposed herein until such time after the termination of that trust as the property
Included In that trust has been fully distributed, and to do all other acts which In Its
judgment may be necessary or appropriate for the proper or advantageous management,
Investment or disposition of any property Included In any trust created herein.
EIGHTH: In the event that both my primary residuary beneficiary, my wife, as well
as my trust beneficiaries, my son, my daughter-In-law and the six (6) stepchildren of my son,
all hereinbefore named, shall die, and whether said trust estate Is established as above set
forth, or Is not established undor the operation of my Last WI1I and Testament, then and
In that event, I direct that the whole of my residuary estate, or that remaining in my trust
estate not distributed at the discretion of my residuary Trustee, shall be distributed by my
corporate Executor, hereinafter named, or by my Trustee hereinabove named, as the case
may be, In the following manner:
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(I) 33 1/3% thereof unto the MEMORIAL EVANGELICAL LUTHERAN
CHURCH, Harrisburg, Pennsylvania, for the establishment of II trust, the income of which
Is t,o be applied annually by the Memorial Evangelical Luther,:!n Church for benevolent
purposes and not for operating purposes,
(2) 33 1/3% thereof unto GETTYSBURG COLLEGE, Gettysburg, Pennsylvania.
for the establishment of a student scholarship endowment.
(3) 331/3% thereof to ST. PAUL ZEIGLER'S EVANGELICAL LUTHERAN
CHURCH. Seven Valleys, York County, Pennsylvania, to be used In the manner determined
by the trustees of said church.
NINTH: The rights, titles, benefits, Interests and estates of any beneficiary
hereunder. Including beneficiaries under the trusts herein created shall not be subject to the
rights or claims of his or her creditors nor subject nor liable to any process of law or court,
and all of the Income, principal or other benefits from or under any trust herein created,
shall be payable, and deliverable only, wholly, exclusively and personally to the designated
beneficiaries hereunder at the time the designated beneficiaries are entitled to take the
same under the terms of this Instrument,
TENTH: I hereby direct that my Executors, Trustee, or any successor as named by
me herein, shall not be required to give bond or other security required by law or otherwise,
for the faithful performance of their duties, whether as Executors or as successor Executors
or Trustee.
ELEVENTH: I hereby give unto my Executors, or their successor, hereinafter
named, and to my Trustee, hereinafter named, the fullest power and authority In all matters
or questions pertaining to the administration of my estate and trust, executing the provisions
of this my Last Wlll and Testament, Including, but not by way of limitation, the power and
authority to determine all doubtful questions which may arise In the construction of this my
Last Will and Testament, and the trust hereunder; I further hereby authorize and empower
my Executors, or their successors, pending settlement of my estate, to sell, convey, mortgage,
lease, exchange, encumber or otherwise dispose of any and all of the property, real, personal
or mixed at any time belonging to my estate, either at public or private sale, without prior
approval of any court, and at such times and for such price or prices and In any such case
upon such terms as they may think best In their discretion, and I authorize and empower my
said Executors to execute, acknowledge and deliver to lhe purchasers, grantees, mortgagees,
vendees, assignees or other persons, such contracts, deeds, mortgages, bills of sale, and all
other Instruments of writing necessary or proper without obligation upon the latter to see
to the proper application of the proceeds, They shall also have the power to compromise
or otherwlse settle or adjust any and all claims. charges, debts and demands whatsoever
against. or In favor of my estate as fully as I could do If living. They shall further be
empowered to carry on and conduct any business enterprise which I may be engaged In at
my death. to retain any assets. Including stocks or securities which I may own at the time
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of my death, pending sllttlement of my estate, without regard as to whether or not such
. useta or securities are legal Investments for fiduciaries, and may make distribution In kind
. to my Trustee, Pending settlement of my estate, they shall also have the authority In their
discretion to convert, sell, eltchange or dispose of such assets and securities either for cash
or for terms satisfactory to them and to acquire other assllts without limitation to securities
or Investments as may be declared legal for Investment of trust funds, They shall further
be empowered to borrow money, and to pledge assets of my estate as security therefor, for
. the purpose of paying taxes which may be levied upon or payable by my estate In
accordance with this Will and In the event that funds In the hands of my Eltecutors, or their
luccessors, shall be Insufficient to pay such taltes, and If, In the opinion of my Eltecutors, or
their successors, It appears that conversion of securities IInd other assets, real and personal,
would then be made lit a sacrifice.
TWBLFTH: I hereby nominate, constitute and appoint my wife, BBATRICB J.
BRBNNBMAN, and CORBST A TES HAMILTON BANK, Harrisburg, Pennsylvania, to be
Executors of this my Last Will and Testament. I further hereby nominate, constitute and
appoint CORBSTATBS HAMILTON BANK, to be Trustee under this my Last WI11 and
. Testament. In the event CORESTATBS HAMILTON BANK shall consolidate or merge
with another corporation of fiduciary character and having the power to act as Bllecutor and
Trustee, Including a national bank In this state having the proper permit to act as Executo\'
and Trustee, then I nominate, constitute and appoint such successor corporation or bank as .
Executor of and Trustee under thIs my Last Will and Testament, and I direct that It shall
have all of the said rights, powers and privileges conferred hereinabove upon
CORBST A TES HAMILTON BANK, both In the capacity of co-Eltecutor and Trustee under
paragraphs FOURTH and SEVENTH of thIs my Last Will and Testament,
IN WITNESS WHBREOF,I have hereunto set my hand and seal this 'J, 7 day
of July, 1994, --.', Ii I './i
) i ' ) ;'! ' SEAL)
__ " I / ' I. / I 1/' /,
Walter L, Brenneman
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JRD/June 30, 1992/17858
In Re: Estate of WAL TER J BRENNEMAN
Late of UPPER ALLEN TOWNSHIP
P.&tate No,:
21 - 94 - 1060
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
No,
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO .
CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: BEATR ICE BRENNEMAN
Counsel for Personal Representative: WILLIAM 0 BOSWELL ESQ
Date of Grant of Original Letters: DECEMBER 19. 1994
Date of Delinquency Notice: MARCH 28, 1995
The undersigned, Mary C. Lewis, Regisler of Wills, in accordance wilh Rull5.6, Supreme Court
Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal representative nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Or(lhans' Court his,
her or Its certification required by Rule 5,6(d), Supreme Court Orphans' Court Rule and tllat the requisite
noUce, pursuant to Rule 5,6(e). Supreme Court Orphans' Court Rules, was given by the Register of Wills
on MARCH ?8 , 19...2~and that the ten (10) day notice to file the certification has expired,
Accordingly, in accordance with Rule 5,6(e) the Court is hereby notified of such delinquency and the
Ilndenlgned requests that a Court conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative.
Date: _APRIL...1.2J....J.295 "7'l!l^"f}, ;dlf1~ l2'A~t)~.&.
. ~Lewls, Register of Wills - 7/ (/
Distribution: Personal Rr.presentallve
Counsel for Personal Representative
A HEARING ~t~~f1rOR1lJ4^,'J OlAV .JJ.. ~~ AT J :,00 /I'm.
IN COURT ROOM NO. 1. ,~~"'_L~
IF THE CERTIFICATION OF NOTICE IS FILED PR{J!OR JO THE HEARIN DATE, THE HEARING
WILL AUTOMAT! CALL V BE CANCELLED, J ~,
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"I,M 5-,;). -1.sorr H ROE S EELV ,\,
.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
INTER-VIVOS TRUST
OF WALTER L. BRENNEMAN AND
BEATRICE J. BRENNEMAN, SETTLORS,
AND CORES TATES BANK, N.A.,
TRUSTEE
No. ~ 1-9'~ -_ 10,",0
::::::1::: ::::::::::::::::1::::::::: ts::::::::::::: I ::::::: s:::::
DISCLAIMER OF BEATRICE J. BRENNEMAN
WHEREAS, Walter L. Brenneman and Beatrice J. Brenneman,
resident of Upper Allen Township, Cumberland County, Pennsylvania,
as Settlors, exeauted an Inter-vivas Trust Agreement with
CoreStates Bank N.A. as Trustee dated the 24th day of May, 1994
(hereinafter "the Trust");
WHEREAS, the said Walter L. Brenneman on the 25th day of
November, 1994, transferred to CoreStates Bank N.A., Trustee under
the Trust, five (5) registered Bonds having an aggregate par value
of One Hundred and Fifty Thousand Dollars, ($150,000.00),
(hereinafter "the Bands") as follows:
.eg'lt.nd MIgllttlud HlturHy
~. 1...or t!lmor Url.. Oo.U Y~lll..
CU-000666 city ot Wllttr L, Uth 6/16/2012 $10.000
6/17/VO Phihd"lphh Irtnn...n
0331 Withington et,. Welter L. IVVO-I 7/1/2017 $10.000
V/S/VO Hoapital Auth, Brlnn...n
I-033V OHy ot Wllttr L, UVl~1 V/I/200! 811,000
l/l/V4 I.thl,h.. 8rtnn...n
411 b,ding Bchool w.lttr L. IVII 4/1/2001 810.000
4/11/11 Dhtriot Irenn...n
C-II11.,l Count,. ot Wllttr t. IV88-C 1/1/2016 826.000
1/27/V2 AIlIvhlny Ir.nn...n
WHEREAS, the said Walter L. Brenneman died the 29th day of.
November, 1994; and
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WHEREAS, the undersigned, Beatrioe J. Brenneman, has not
aooepted any intel':est in or bener! t from the Bonds since their
transfer into the TruRt by WaIteI':.
WHEREAS, the undersigned, Beatrioe J, Brenneman, wishes to
disolaim any interest she may have as a resu1 t of the above-
mentioned transfer of the Bonds into the 'rrust and all of her
right, title and interest in and to the Bonds (including any
interest thereon and any proceeds thereof) under the terms of the
Trust;
WHEREAS, the undersigned, Beatrice L. Brenneman, has been
advised and fully understands that this Disclaimer will caUBe the
Bonds to pass, under the terms of the Trust, to the residuary
beneficia~y of the Trust as though she, Beatrice, were deceased at
the time Walter transferred the Bonds into the Trust;
NOW, THEREFORE, intending to be legally bound hereby, Beatrice
J. Brennemnn, does hereby completely and irrevocably disclaim her
interest in the Bonds (including any interest thereon and any
proceeds thereOf) as described above and the transfer thereof into
the Trust by Walter L. Brenneman, as described above,
This Disclaimer is made pursuant to ~ 6201-6207 of the
Pennsylvania Probate Estates and Fiduciaries Code, 20 Pa,C.S.
~6201-6207. It is intended that this Disclaimer shall be a
"qualified disclaimer" as defined in Section 2518 of the Internal
Revenue Code of 1986 as amended.
This Disclaimer has been executed in three (3) counterpart
originals, at least one (1) of which shall be delivered to
CoreStates Bank N.A., Trustee of the Trust, This Disclaimer may
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SUMMARY OF ACCOllNT .
PRINOIPAl,
Receipts
Net Gain cn Sales cr Disposition
Less Disbursements I
Debt of Decedent
Funeral Expenses
Administration - Misc. Exp,
Federal state & Local Taxes
Leqal Fees
Fees and Commissions
Balance before Distributions
Principal Balanoe on Hand
INCOME
Receipts
Less Disbursements
. Balance before Distributions
, Inoome Balance on Hand
COMBINED BALANCE ON HAND
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3 $
4
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5 $ 7,827.33
5 6,119,50
5-6 1,239.85
7 11,410.86
7 21,716.25
7 5.000.00 ~
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52,8915.79
418.00
53,,313.79
-53.313:~
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. 1,412.39
1.3~~:~~
1,327.61
$ 1,327.61
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PRINCIPAL RECEIPTS
INVENTORY'FII.ED
Assets listed in INVENTORY per oopY attaohed
SUBSEQUENTRECEIPT~
10/31/95
Advanoe from Walter L. and Beatrioe
Brenneman Trust, per Artiole V, for
paym~nt of debts and administration
expenses of Estate .
TOTAL PRINCIPAL RECEIPTS
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WNCIPALGAINS _OR LOSSES ON SALES OR OTHER DISPOSITIONS'
03/09/95
$20,000 Pennsylvania st Hqhr Ed
Assstanoe Aqy S 07.15% dus 9/01/21,
early redemption dus to death
Net Prooeeds 20,116.00
Aoquisition Value 19.698.00.
TOTAL
NET GAIN TRANSFERRED TO SUMMARY
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02/16/95 Interest
FORWARD
RECEIPTS OF INCOME (oont'dl
No.17-0S-003340
~~~6:nk~yS~ Y~~is~due
03/01/95
03/09/95
Interest
Interest
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9/01/21
after death
earned
$20,000
TOTAL RECEIPTS OF INCOME
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p'ISBURSEMENTS OF I~CO~
Cor.stat..' 'Bank. N'-A,
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TOTAL INCOME DISBURSEMENTS
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8 .78
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AFPIDA VIT .,
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By:
Beatrice J. Bren
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
8S:
Lois B, Copeland, Vloe President and Trust Offloer, CoreStetes Benk, N,A.. Co-
Executor under the Last Will and Testament of Walter J. Brsnneman, hereby declare under oath
thet ahe has fully and faithfully discharged the duties of Its offlcel that tha foregoing Firat and
Final Account Is true and correct, snd fully discloses all significant trsnSlotlons ooourrlng during
the accounting perlodl that all known olalms against the estate have been paid In full: that, to
Its knowledge, there are no claims now outstanding agalnot the estatal and that all taxe8
presently due from the trust have been psld,
"
SWORN and SUBSCRIBED to before me
this -.JL day of December / 1995.
,.,!
, NOlarlal Soal
Georglanno Klchman, Nolary Public
Mtiampaen Twp" Cumberlnrld Caunty
y Commission F.~pl'os Juno 22,1998
.Moobor,Pennsylvarl/lA.'l'1OOlltiono ~
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Ids recommended that distribution totalling $1,327,61 as follows be approved:
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TOTAl. PROpOSED DISTRIBUTION TO BENEFICIARIES
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LAST WILL AND TESTAMENT
O}'
WALTER L. BRENNEMAN
I, WALTER L. BRENNEMAN, of Mechanlcsburg, County of Cumberland and
Commonwealth of Pennsylvania, being of sound and disposing mind and memory, and not
acting under undue Influence of any person whomsoever, do make, publish and declare t.h.ls
instrument to be my Last Will and Testament, In manner and form following:
FIRST: I hereby expressly revoke all WllIs, Codicils and testamentary writings of
whatsoever kind and nature heretofore made by me.
SECOND: I hereby direct my Executors, or their successors, hereinafter named, to
pay all my just debts, expenses of admlnlstration and funeral expenses out of my eslllte as
soon as Is practicable after my decease,
THIRD: I direct that all estate, Inheritance, transfer, legacy or succession taxe~, or
death duties, wWch may be assessed or imposed, wheresoever situate, whether or not passing
under this my Last Will and Testament, including the taxable value of all policies of
insurance on my life and all transfers, powers, rights or Interests Includible In my estate for
the purpose of such taxes and duties, shaIJ be p4ld out of my general estate as an expense
of administration, and without apportidnment, and shall not be prorated or charged against
any of the gifts In this Will or against any property not passing under this Will. In the
absolute discretion of my Executors, hereinafter named, they may pay such taxes
immediately or may postpone the payment of the taxes on future or remainder Interests
until the time possession accrues to the beneficiary or beneficiaries named herein. My
Executors may, In their discretion. arrange for extension of time for the payment of said
estate and inheritance taxes, and any Interest and! or penalty incurred on any such taxes,
whether or not resulting from such extensions or postponements, shall be borne by my estate
as an expense of administration,
FOURTH: If my wife, BEATRICE}, BRENNEMAN, survives me, I give to my
Trustee, hereinafter named, a sum equal to the dollar amount, If any, wWch can pass free
of federal estate tax In my estate by reason of the unified credit against federal estate tax
allowable to my estate (the "credit shelter amount'~, reduced by the aggregate of (I) all Items
includible In my estate for federal estate tax purposes which either are disposed of In
previous articles of this Will or pass outside tWs Will, but only If such Items do not qualify
for the federal estate tax marital deduction or the federal estate tax charitable deductloni
and (2) the amount of any administration expenses claimed as income tax rather than estate
tax deductions. My Trustee shall hold this sum IN TR UST, NEVERTHELESS, during the
life of my wife, or until the earlier termination of the trust, for the following purposes:
"
(1) In the discretion of my Trustee, It may pay any part or all, or any designated
part, of the Income to, or accumulate any part or all of such Income for the benefit of my
wife, or add any part or all of such income to the principal of the trust.
(2) To pay to my wife, at any time or from time to time during the continuance of
the trust, such sums from any part or all of the principal of this trust as my Trustee In Its
sole and uncontrolled discretion may determine to be reasonably necessary for the support,
maIntenance, health or other benefits of my said wife, to whom the payment may be made,
or be made for or on her account, or to meet the costs of any Illness or accident which may
affect her,
(3) To pay any principal, and any accumulated Income not previously designated,
remaining at my wife's death, to my son In the manner hereinafter provided in article
SEVENTH. .
FIFTH: I dispose of all the rest of my property, hereinafter referred to as "my
residuary estate", In the manner provided In article SIXTH if my wife, BEATRICE 1,
BRENNEMAN, survives me, or if she does not survive me, as provided in article
SEVENTH.
SIXTH: If my wife, BEATRICE I. BRENNEMAN, survives me, I give all of my
residuary estate unto my wife, In fee simple.
SEVENTH: Upon the decease of my wifO;'BEA TRICE 1. BRENNEMAN, or should
she predecease me, all of my reslduary~stl1te,lncluding the "credit shelter amount" provided
for in paragraph FOUR TH hereof, whether It be part of my residuary estate, should my wife
predecease me, or the principal and Interest of my credit shelter trust (paragraph
FOUR TH) should the same have been established prior to the decease of my wife, shall be
distributed in the following manner:
I give and bequeath my residuary estate unto CORESTATES HAMILTON BANK,
of Harrisburg, Pennsylvania, IN TRUST, NEVERTHELESS, for the following uses and
purposes:
(1) All moneys and property coming into the hands of my Trustee under this trust
shall be held, Invested and administered for the benefit of my son, WALTER L.
BRENNEMAN, JR" who now resides In Plainfield, Vermont, for the purposes of paying
directly to my son, WALTER L, BRENNEMAN, JR., all of the Income derived therefrom
"
at least annually or in more convenient installments. In addition to the payment of Income
to WALTER L, BRENNEMAN, JR., as herein provided, my son, WALTER L.
BRENNEMAN, JR., shall have the right and privilege to receive, upon the delivery to the
Trustee of a written request, free of this trust, up to, but not In excess of, ten (10%) percent
of the then principal of said trust, In anyone calendar year, the remaining principal to
continue this trust unabated. My said son may In succeeding years exercise such election,
-2-
but in all cases only up to, but not In excess of ten (10%) percent of the principal then
remaining in this trust. The Trustee of this trust, In its sole discretion, may also payor use
so much of the principal as It shall deem advisable for the payment of extraordinary
expenses which may occur for WALTER L. BRENNEMAN, JR., including, but not llmited
to, medical and related expenses, and requirements of support and welfare,in such amounts
and in such proportions as the Trustee, in Its sole discretion, shall deem proper.
(2) In the event my said son, WALTER L. BRENNEMAN, JR., shall either
predecease me, with the occurrence of any of the events hereinbefore set forth relating to
my wife, BEATRICE J. BRENNEMAN, or should die during the time this trust is
administered for his benefit and there shall be principal remalning in this trust, then and in
that event I direct that my Trustee shall continue this trust for the benefit of my daughter-in-
law, MARY G. BRENNEMAN, to pay to her, or for her use and benefit, annually or in
such other convenient installments all of the income from this trust fund. My daughter-ln-
Il\w shall have no election prlvlleges as to the principal of such trust. The said Trustee, in
its sole discretion, may likewise pay so much of the principal as it shall deem advisable for
the payment of extraordinary expenses which may occur for MARY G. BRENNEMAN,
including, but not limited to, medical and related expenses, extraordinary educational
expenses and requirements of support and welfare, in such amounts and in such proportions
as the Trustee, in Its sole discretion, shall df;em proper.
(3) In the event my said daughter-in-law, MARY G. BRENNEMAN, shall
predece~ me, or should die during the time the trust Is administered for her benefit as
provide~rticle Seventh (2) of this my Last Wilhnd Testament, and there shall be principl\l
remaining in sald trust, then and in that e\tent I direct my Trustee to continue this trust for
the benefit of the stepchildren of my son, WALTER L. BRENNEMAN, JR., and the
children of my daughter-in-law; MARY G, BRENNEMAN, namely: Robin Wright, of
20231 Vesler Avenue, Conifer, CO 80433; LesUe Wheelock, of 34 Farnsworth Road,
Colchester, VT 65446; Gavin Wright, of 12 Maple Lawn Drive, Essex, VT 65452; Laurie
Covington, of 79007 N. Dune Lane #4, Canyon Country, CA 91351; Tracy Gandin, of R.R.
5, Box 1985, Montpelier, VT 05601-8807; and Valerie Whitak,er, of 45 Lawnwood Drive,
WHllston, VT 05495, and to pay to them, or for their respective use and benefit, annually
or in such other convenient installments on an equal basis, all of the income from this trust
fund until each of sald stepchildren shall individually attain the age of 35 years, at which
time each of sald children shall receive his or her proportionate share (1/6 if all are living)
of the principal of this trust, free of this trust. This trust shall thereupon terminate with the
payment to each of sald stepchildren upon attaining such age. In the event one or more of
sald stepchildren should die prior to attalning the age o( ~5 years, his or her respective
proportionate share of this trust shall be equally divided among the remaining stepchildren
who survive the deceased s\epchlld, Said stepchildren shall have no election privilege as to
the principal of this trust and his or her respective share thereof. My Trustee, in its sole
discretion, may pay so much of the principal as it shall deem advisable for the payment of
extraordinary expenses that a stepchild may experience, Including, but not limited to,
medical and related expenses, educational expenses, and requirements of support and
-3-
, .
welfarc, and In such proportions up to the stepchild's proportlonatc share of this trust as my
Trustee, in Its sole discretion, shall deem propcr,
(4) My Trustec shall be vested with reasonable dlscrelionary powers and In all
malleI'S not otherwise herein specifically provided, It shall exercise Its sound judgment and
discretion In the performance of Its duties hereunder. It shall not be liable for any error of
Judgment provided that such error is honestly made,
(5) I give and grant unto my Trustee, and lis successor or successors, the following
powers, which shall be construed broadly and which may be exercised by It In either or both
capacities, as in lis discretion It deems advisable, in addition to and not In limitation of lis
common law and statutory powers:
(a) To allot, assign, care for, collect, contract with respect to, convey, convert,
deal with, dispose of, enter Into, exchange, hold, improyc,lnvest, lease, manage, mortgage,
grant and exercise options with respect to, take possession of, pledge, receive, release,
repalr, sell, sue for and In general to do any and every act and thing and to enter into and
carry out any and every agreement with respect to the property Included In any trust created
in this Will, which It could If It were the absolute owner thereof, without being limited in
any way by the specific granls of power hereinafter made,
(b) To retain for such time as In lis judgment may deem advisable all or any
part of my property as assels which at any time shall constitute a part of the trusls herein
provided for. .,'
../
(c) To sell or exchange, either privately or at public sale and without prior
approval of any court, at such time or times and at such price or price, and on such terms
and conditions as the Trustee may consider advisable, all or any part of the trust property,
real, personal or mixed, and to execute, verify, acknowledge and dellver all deeds, bl1ls of
sale, or other documenls which may be necessary or proper in the exercise of such powers
wlthoulllnblllty on the purchaser Oi purchasers 10 look to the application of the purchase
price,
(d) To manage any real property held by my Trustee In such manner as It
may determlne,lncludlng authority to alter, repair, maintain or Improve such property as
hereinafler set forth, 10 mortgage such property on such amount, on such conditions and al
such rates of Interest as It shall deem advisable; to abandon such property, 10 adjust
boundaries, to erect or demolish buildings thereon, to conv~rt for a different use, to dedicate
for public use without compensation, to grant easemenls and rlghts-Qf-wny, to waive payment
for property taken by right of eminent domain and to claim and negotiate for payment for
property, to enter Into party-wall contracts, to protcct out of the general funds of the trusts
herein created, to Insure or perfect title, and to charge the cost of any action taken with
regard to any such property to principal or income as It may determine. To make all
4-
"
ordinary repairs, nlterations or improvements ngnlnst the prlncipn! of the trust herein
created of which the property being repaired, nltered or Improved forms a part.
(c) To lease any rea! estate subject to the trust herein created for such term
or terms, and for such rentnl or rentals and under such covenants and agreements as may,
In the discretion of the Trustee, be considered for the best interest of the trust estates. The
Trustee shall recognize exlstinllleases, but still have the power to agree to modification of,
or amendment to, the terms of existing leases or to extensions or renewal thereof, The
Trustee shall have the authority to acquire by purchase, gift or otherwise, and to resell,
receive, hold, manage and control real estate and other interest therein, subject to the trusts,
and do all things necessary or proper in the pcrformaace of such functions,
(I) To invest, and from time to time to reinvest, to acquire and to retain
temporarily or permanentiy the trUSt estates received or held by It in cash or In kind of real
or persoaal property, foreign or domestic, including by way of illustration, but not by way
of limitation, common or preferred stocks, Investment trusts, mutual funds, money market
funds, limited partnership Interests, common trust funds, voting trust certificates, bonds,
mortgages, debentures, notes, unsecured obllgatlons, wasting assets, or investments wbich
are unproductive, overproductive or underproductive as in its discretion It may deem
advisable,and without regard as to tbe proportion that any such Investment may bear to the
total trust funds or the relation It may bear to the type or character of other Investments In
the trust estates, or to the effect such investments may have upon the diversification of the
investments in the trust estates and it shall not be restricted in its choice of investments to
such Investments as are permissible for fiduciaries under any present or future applicable
law, it being my Intention to give my T.f\lS{ee power to act in sllch manner as it will believe
to be for the best Interest of the trust created herein. I hereby direct that my Trustee may,
in addition to all the powers of Investment herein given, maiatain in my trust estate
securities of the corporate fiduciary, CORESTATES HAMILTON BANK, In any amount
which the sald Trustee within its discretion deems proper.
(g) To pay Income tax on gains from the sale or other conversion of capital
assets out of the proceeds thereof.
(h) To amol'lize, accelerate payment of, reduce, ex,tend, modify, settle or
llquidate any Ilen, encumbrance, mortgage or other charge against any real estate or other
property which may be subject to these trusts, The Trustee shall specifically keep and
perform all of the covenants, terms and conditions of any existing mortgage or mortgages
upon said real estate, on the part of the mortgagor requirep. to be kept and performed and
shall have full power and authority, with the consent of the mortgagee or mortgagees, to
refund, replace, extend or otherwise amend the same, and to anticipate and accelerate any
periodical payments therein required.
(i) To subscribe for stock allotments and exercise all rights and privileges
pertaining to securities which are available to the owner thereof,
-5-
. '
Q) To reccl\'e or make distribution of any trust herein created, either In
money or in kind, or partly In money and partly in kind. The Judgment of the Trustee as
to what shall constitute an equitable distribution or apportionment shall be binding and
conclusive upon the beneficiaries hereof. Nothing herein contained, however, shall empower
the Trustee to make distribution before the time or times speci(led herein,
(k) To pay, collect, compromise, sue for or contest any claim or other maller,
directly or indirectiy affecting the trusts,
(I) To use income and/ or principal to maintain in force any policies of life
insurance wWch I may own on the Ufe or lives of other persons or to receive In gift or
purchase or maintain previously existing insurance or annuity contracts for the benefit of any
beneficiary, primary or contingent, if the Trustee determines that the best interest of my
family would be served by purchasing said contracts or by continuing such Insurance in force,
and to exercise all the powers given to the owner of such policies,
(m) To employ counsel, auditors, accountants, appraisers, engineers, and
other persons, professional or otherwise, as may be necessary for the proper administration
of the trusts, and to pay their compensation from trust funds,
(n) To borrow money and security therefor, to execute bonds and mortgages
containing warrants of attorney, to confess judgment and to pledge personal property.
(0) To incorporate any uni?corp'Oi'ated business received from my estate.
.i
(p) To carry on _and conduct any business enterprise in which I may be
engaged at my death.
(q) As to each trust created herein, to exercise all the powers granted and all
the duties imposed herein until such time after the termination of that trust as the property
included in that trust has been fully distributed, and to do all other acts which in Its
judgment may be necessary or appropriate for the proper or advantageous management,
investment or disposition of any property Included In any trust created herein,
EIGHTH: In !.he event that both my primary residuary beneficiary, my wife, as well
as my trust beneficiaries, my son, my daughter-In-law and the six (6) stepchildren of my son,
all hereinbefore named, shall die, and whether said trust estate Is established as above set
forth, or Is not established under the operation of my Last~Wi1l and Testament, then and
In that event, I direct that the whole of my residuary estaie, or that remaining In my trust
estate not distributed at the discretion of my residuary Trustee, shall be distributed by my
corporate Executor, hereinafter named, or by my Trustee hereinabove named, as the case
may be, In the following manner:
-6.
, ,
, '
"
(1) 33 1/3% thereof unto the MEMORIAL EVANGELICAL LUTHERAN
CHURCH, Harrisburg, Pennsylvania, for the establishment of a trust, the Income of whloh
Is to be applied annually by the Memorial Evangelical Lutheran Church for benevolent
purposes and not for operating purposes.
(2) 33 1/3% thereof unto GETTYSBURG COLLEGE, Gettysburg, Pennsylvania,
for the establishment of a student scholarship endowment.
(3) 33113% thereof to ST. PAUL ZEIGLER'S EVANGELICAL LUTHERAN
CHURCH, Seven Valleys, York County, Pennsylvania, to be used in the manner determined
by the trustees of sald church.
NINTH:, The rights, tltles, benefits, interests and estates of any beneficiary
hereunder, Including beneficiaries under the trusts herein created shall not be subject to the
rights or clalms of his or her creditors nor subject nor liable to any process of law or court,
and all of the Income, principal or other benefits from or under any trust herein created,
shall be payable, and deliverable only, wholly, exclusively and personally to the designated
beneficiaries hereunder at the time the designated beneficiaries are entitled to take the
same under the terms of this Instrument.
TENTH: I hereby dlr~t that my Executors, Trustee, or any successor as named by
me herein, shall not be required to give bond or other security required by law or otherwise,
for the faithful performance of their duties, whether as Executors or as successor Ex~utors
or Trustee, '.'
,
~
,
ELEVENTH: I hereby. give unto my Ex~utors, or their successor, hereinafter
named, and to my Trustee, hereinafter named, the fullest power and authority in all matters
or questions pertaining to the administration of my estate and tru,t, executing the provisions
of this my Last Will and Testament, including, but not by way of limitation, the power and
authority to determine all doubtful questions which may arise In the construction of this my
Last Will and Testament, and the trust hereunder; I further hereby authorize and empower
my Executors, or their successors, pending settlement of my estate, to sell, convey, mortgage,
lease, exchange, encumber or otherwise dispose of any and all of the property, real, personal
or mixed at any time belonging to my estate, either at public or private sale, without prior
approval of any court, and at such times and for such price or prices and In any such case
upon such terms as they may think best in their discretion, and I authorize and empower my
sald Executors to execute, acknowledge and deliver to the purchasers, grantees, mortgagees,
vendees, assignees or other persons, such contracts, deeds,-mortgages, bills of sale, and all
other Instruments of writing necessary or proper without obligation upon the latter to see
to the proper application of the proceeds. They shall also have the power to compromise
or otherwise settle or adjust any and all claims, charges, debts and demands whatsoever
against, or In favor of my estate as fully as I could do If living. They shall further be
empowered to carry on and conduct any business enterprise which I may be engaged In at
my death, to retain any assets, Including stocks or securities which I may own at the time
.7.
EXIITIlIT II
Proof of Publication of Notlteln Th. Patriot and Th. Ev,nlng News
and The Sunday Patriot-News
Va".. An 110. lilT, ,\rprond ~I.r Ie, 10lIlI.
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Cnmmllnwsaltll 01 psnnll/lvanll1,} ,
Cormlll 01 Dauphin .1~,
""lm.....lU"IIl"I.."......r:1~'9.~,~.~~.."~~.~.~~.~...",.........."..,belOR' duly sworn according to law. deposes and says:
Asst. Controller
That he Is the ,,,,,,,,,,,,,,,,,,,,,,,,,,,,of THE PATRIOT - NEWS CO" a corporation organized and exlatlnll'
under the laws of the Commonwealth of Pennsl'lvanla, with fts prinefpal office and place of business at
812 to 818 Market Street, In the City of Harrlqburg, County of DRuphln, State of Pennsylvania, owner
and publisher of THE PATRIOT and THE EVENING NEWS and the SUNDAY PATRIOT. NEWS
nawspapers of ll'eneral circulation, printed and p\lbllshed at 812 to 818 Market Street, In the City,
County and State aforesaid; that THE PATRIOT and THE EVENING NEWS IInd the SUNDAY
PATRIOT. NEWS w~re established March 4th, 1864, and Fvbruary 16th, 1917 and September 18th,
10491... respectively, and all have bean continuously published ever since:
Tnat the printed notice or publication which Ie securely attached hereto Is exactly as printed and
17th and 24th days
published In their rell'lllar editions and Issues which appeared on the ",,,,,,,,..,,,,..,,,.....,,,,,,,,,,,,,..,,,,,..,,,,,,,,,,
of February and the 3rd day of March 1995.
....."...Ul.....'...........,.,..........,..,....."",......,..,..,,."".,....,.........",....,...............,,,,,,...,...,,,.,....,,.,.,,,,,,.,.........,,.........,............,
That neither he nor said Company Is Interested In the subject matter of said printed notice or adver.
tlslnr, and that aU of the allegations of thla statement as to the time, place and character of publication
are true; and
That he has personal knowledge of the facts aforesuld and is duly authorized and empowered to
verify this statement un behalf of The Patriot-News Co. afo esaid bl' virtue d pursuant to a resolu.
tlon unanlmouslb passed and adopted severally by the st Iders and b I'd of directors of the said
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sworll~n 'f. is_."",l,~..,...day of
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My CommlGS\ n ""pIlOS J,!~O , Nolaru Public
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LITTIRS TSSTAMINTARV HI tht a.tate
of WAL TSR L. 1..INNBfAAH,laf. of UPHf' AI.
Itn TlIWTl.htll. COIIt1tv at Cumbtrlond and Com-
rnonwtalttl ot p,nnlYlvanla, dtctGttd, havln.
bHn Ifanted to tilt undtftlvntd. all HnO"I In-
~ to Mid I,toft or. reqvetttd to mok.lm.
mtdfatI' NYmtnt ond thole hcrYlnt ckllml wtll
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Statement of Advertising Costs
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Harrisburg, PA. 1710B
...,."....."..",....,..,..........,........",.................".........,....
To THE PATRIOT.NEWS CO" Dr.
For publishing the notice or publleRtlon attached hereto on the
201.4B
above stated dates. ,........",........"""".
Probating same ""''''''''f6'~':''~'~''
Total .,...."...."............."
Publisher's Receipt for Advertising Costs
THE PATRIOT-NEWS CO" publisher of THE PATRIOT and THE EVENING NEWS and the
SUNDA Y PATRIOT-NEWS, newspapers of general clrculRtlon, hCI'eby acknowledge receIpt of the
aforesaid notice llnd publication costs and certifies thut the samc have been duly paid,
THE PATRIOT.NF.WS CO.
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IN REI
ESTATE OF
WALTE~ ~. BRBNNEM~N
. IIN THE COURT OF COMMON PLE~S OF
I CUMBERLAND COUNTY, PENNSYLYNAIA
I ORPHANS" COURT DIVISION
I
I NO. 21-94-1060
I
ORDER OF COURT
, I."
AND NOW, APRIL 2,1996/ the within annount is oonfir.med,
and distr.imution dir.ented in annor.danne with the snhedule.
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INHERITANCE TAX RETURN
~ntOl'PENNIYLV!HA RESIDENT DECEDENT
Dll'NmlENTOI'IIEVEIU (TO BE FILED IN DUPLICATE
HAAAl.P~' ~lt"_OOQt liiDDtiiil~It1,I~JL~~~q t~I~-!LQ~,WI bL],L
Brenneman, Waller L
IOCW. "GUN'" MUM....' ]DAlIU;"iiiArn-",o,-.,---[o.'Diii 0fI"""
207-og~1__. --,ljDjl1~-L'-I'-' .~JI907
__.M>U.:=~=:'='I'_=:~~':":' ... .==n_...
00 1. Ollgl.... "OCIMn [:] I, 'uppl.m.rUl ROCIMn
Co] 4, UmIl.d I.lal. I: :1
0[1
,/ ~,
"_~~__=,,l2.\.O).7.UQ::: 7.1110
1. RMI I.W. (D'hedul. AI (1) __
I. .1..... .nd 'on~. (hh.dul. e) (I' ,.
I. OIo.OCy Hold .'..IlIPllln...hif!Int....1 (I,h.dul. C, (3)
4, Molllllg.. Ind No'.. "......bl. ta.h.dul. 0) (4) _
I, Cllh. Ionll 0"'0.11' MIIOollon.ou. p."onol Ploptl\y (I)
(.ah.dul. I'
I, Jolnlly O..n.d PlOp OIly (I.hldul. P)
T, T,.IIIloI. ("h.dul. 01 (.ah.dul.lj
I, ToIal ClIo.. Al.OC. (loW in.. ,-- 1)
I, P_olI",,_", Admlnl.kllNI 0011., MI.oollonlOu. (0)
1",,",," ('ohldul...)
Ie, Dobll MolllllgllJlbIllUII, U.no (',h.dul. ~
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11. O""llobMIlnd ao,..nmlnllol '.quIIII ('ohodul. ~
14, Nil Volu. 1"",,"11. TII (in. 11 ,nlnu. in. 11)
" "
:,;:.:1'''';''.:-
RIft DATIl Of DRAm "'in 111I1111 CHIC*.
. A IPOUIAL
f\OVERTl' CftEDIT.. ClAIMED
FILE NUMBER
21-1994-1060
COUKTV COOl Vl'AA
ilWDlra COWPU1B ADDMII
890 Messiah Village
Ml Allen Drive
Meohanolsburg, PA 17055
Co!!!,!! Cumberland
AoWOUHT MClN'lD (1IIIHITM.lOTIOHII
D
rn
NUWBE"
a. R.maInd.. ROCIMn
(fOl dol.. prlollo 12--12-12)
a, F.d..oI E.lal. Tu
Rlluln R.qult.d
I, Tolll numO" ot Sole Dopo.i Box..
:.-.1'.....;...;,,'
~, j
j.\
": <;i,..Jii:,. ,.{
250,914.47
44.0n.41
206,837,06
0,00
206,837,06
549,38
11,311,50
-O.lJO
11 ,880,86
11. O,odlla 'pou.oI Povll1y C,odlI P,1oI 'aymlnl. CllOOUnl Int....t
___ 0,00 + 8,550,00 + ---150,00 - 0,00
10, Uno . o'''"'"n in." .nt.. tho dlllll.oo. on Un. ao Thl.lllh. OVERpAYMENT
II," in. '"I gllIl..lhon Un. to, .nt..,h. dlff.IOOO. on Un. a1, Thl.lllh. TAX DUE
A, En'.. Ih. In'...., on Ih. ballno. duo on Un. a,A
e, Inllllh.lolalotUntat Ind alA on Nn. a,B, ThIa II Ih. BALANCE DUE
---'llkLllh..k Plvobll 10' Rlalll" 01 Will., AI/tIlL-
',', ,', ',' ,,' . BE SURE TO ANSWER AU QUESTIONS ON REVERSE SlOE ANO TO REOHECK IIATH . ,
Und.. Pll1llilti 0' PII~"y, I dlOillOlholl hev. ..Imln.d thl. ,Iluln.looludlng looomplnying IOh.dul.. IIId 'W.manll. ond 10 Ih. bill ot my knowl.dg. and bllltf,
. 10 lIu., ,n'" and oomplll., I doolo1'lhol all rMl ..latl hol h..n ,,,,orlod 01 ku. motkOC ,IIUI, Coolo1aUon of plop"" Glh.. thon p...o.... ,,,,,...nI.IIlvll.
bl..d on aM Info,mellon 01 which P!..'I!!!~ 1Io..!!!!Y knowl.dgl,
IIClmTUAIr15nmOIDIIlIJll)'NB1BLE'OR FlUNG RETURN ADCREBS Dot.
8uI1101 J, Br.nn.man .nd CoreState. k,NA,,) /. ./ P,O. Box 75581F.C. 1-3-9-20 r:. / __~ _
B~: Jamal Konatal..eUI Vice President'" "L', ( , y:;.1-CcU" Phlladel his PA 19101-7558 ~ C''J
'ilUlATUA!-15nl\ll'N\~If15THIrTR ss It.
4.. futulOlnt...., Complomlll
(fo, dolll 0' dlllh 1ft.. la-'a-Ill
a, Dootd.nI di.d TIIIII. I X'I 7, DIO.d.nI fo4l1nt&1n.d I LMng T,u.t Non.
(AIta.h ODpr 01 WIIO ____,.,__~.h oopy 01 IIUIII ,
;. ",i,,;;<' ~~.!ll!.I\JHj/-"IlJlll.llllM!JUl.PMm.!l-'tlL~!"..T~X IllFORIIAnON eHOULD BE DIREcteD TO:'
COI.IP\I'. UNUHQAQON:H
__.__~IT\lII K\lPlta, ^..t. VIOl P"ftld\lnl Core States Bank, NA
11\....... _MIl F,C, 1-3-9-20 C>.
P,O, Box 7558 ' ,
Philadelphia, PA 19101-7558
0,00
20,051,53
0,00
0,00
20,509,15
(0)
(1).
(IOL_.
11. 'pou.ol Tlln.loI'IIo, dol.. 01 dlllh.... '-ilO-O~)
'"'nll,,,,,IIOII. 101 """II.ahll ~lfotnl.g. on Rtverll (10'
lid., Ilnolud. v.luu nom noh.dul. K 01 noh.dul. fo4)
~
I
~
(10)
II. Amountot Nn. "lallbl. I 0" ""
(Inol"d. volun nom "hld:~. K or Sohldul. M)
11, AmoUnl 01 un. , 4lallbl. 1111 " ,all
(Inolud. volu.. nom S,h.dul. K 01 Sohtdul. M)
II, P'lnolpll... duo (Add'" tom in. to, '..nd 11)
(11)
l.hl'l k hl'If' II YUIIII.n HlIlum.llfIC) j( .nl'lOd "' yuu. nYfHIHwmlml
(10)
(10)
(II)
(11DA)
(2t8)
9,0<)0,00
2,860,86
0,00
2,860,86
""l'Ie .....1M."..-..'"W
,
..-...-
-...."'....
SCHEDUl.E E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
IITAl1l 0'
IAllp,op
ITEM
NUMBIlR
1.
Walter l. Brenneman
'1.... P,lnlO, T .
Fill NUMBER
21-111114-1060
ntl -own.d with th. Rlaht o,lurvlVonhlp mull b. dl.olottd on Soh.dul,' ,.
DESCRIPTION
Harril Savings Bank
Money Msrket Acocunt No, 18-05-003340
Intelllt sccrued to date death
2, PEBTF
Relmbur..ment fO( drugl
3, AAA Travel
Refund of uneamed premium
4, PrOCledl from sale of 11190 Chevrolet Sedan
5, Uberty Mutuallnluranoe Co,
Relund of uneamed premium
8. A Z Ritzman
Refund of overpayment
i',
, I ,
,
,
,
"
"
" "
",
"
,
,.
"
'I'
, \;
Total ,.t.. .nt" .ft Nn. 4, Rtat hul.Uon
(hlOl' '/1'01 It Mtdld, In",t .ddlJonthh.... Ohtmlltll)
VALUE AT
OAl1l OF DEATH
15,027,17
17.87
80,75
"
7.GG
, 5,000,00
,
3113,00
"
"I
2,37
,1\
,.
",
I,
, '
I'
-'
"
,
"
I,
,,,' I"
20,509,16
---'~,"V1..,..WIM
........ WI'..,..
SCHEDULE G
TRANSFERS
..........,;, PU!ASE PRINT OR TYPE
EITATE OP PILE NUIIBER
Waller L Brenneman 21-11194-1060
rHllIOHEOUUIllU1T IIIi CCIII'\..ETEO AICl FLEC F ftli ANIWER TO Am OF THE QUE8TIONI ON THE IIE'IliRIE IIIlll Of THIl CCVER IHllET II 'leI
DECO. DOUAll VALUE
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE " OP DECEDENT'S
NUMBER _""""'allIwIIrIro_, ftWttllllomI>t>lo_, dill' aI """,. OF ASSET INT, INll!REST
1. Deoedlnt oreatld a Joint rlVccabl1 Trust under
Agr"lTl8nt with Ipouse 81lolnt lettlcr, dated Msy 24
111114, ColQltalel Bank N.A,lrull8e, Only the Trust
A..ell dllOlalmed by lolnt Ilttlor-lpouleare
reported on thll Sohedull. SII Form 706, Sohsdule
E, ParillOI' a ccmplete list cI Trult Aslels. Sll8
attached Trult Agreement Ind Dllclalmer for dltalla,
VaiuI cI Aslell Disclaimed paeslng to Walter L
Brenneman, Jr" decedent'llon per attached
Schedule 148,635.68 100"" 148,635.58
2, The Fidelity Mutual U1e Insurance Co.
U1e Ineurance Policy No. 0730449 on life 01 Waller L
Brennlman, Jr., decedent'llcn, ConUngent owner
It aald decedent'l Icn, Value per attached Letter, 2,!35,05 100"" 2,735,05
3, New Ycrk U1e Insurance Cc,
Annuity Contract No. NP 331 738
Benellclary - Beatrice J. Brenneman, wile
Vaiue per attached Letter 18,312,12 100%/ 18,312,12
4, ProvtdentmutusJ ute and Annuity Cc. 01 America
Annuity Contract No. 0104041570
ConUngent owner Ie Walter I. Brennsman, Jr"
decedent'. Ion, Value per Ittached leiter 40,671.04 100% 40,671,04
5, For InlcrmaUon On Iv
SUIVIvOl"I Penllon Benefits from th. PA State
Employes' ReUrement System paid to Beatrlce J. ' "
Brenneman, will, whloh arllxempt from Inheritance , -
Tax. Stegmaier Esl, 424 PI. 4 (1967), A1tematlvely,
laid Benefits are exempt from Inherltanoe Tax
becallll deoedent'. only rights under the Plan were .
to dellgnate, a beneficiary Ind to receive regular I.
monthly paymenlll under the Plan,
Total (11.0 IntOf on Ilno 7 RooooMullllo;;l 210,353,711
(" lIlOl'IpIO' 10 _did, In.." IddllJonal .hlll. of IIInI .111)
j,...,- -, '"., ,..'
-- 1 l"'1H~"lfOII'l\.lIWM
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELl.ANEOUS EXPENSES
PII..I
Walter L Brsnn.man
fiLII NUMBEII
21-1994-1060
DIlICAIPTtON
A OUNT
1.
Funeral Explnl. :
Malplui Funeral Homt- Funlrall.rvIol.
",119,60
"
B.
1,
Admlnlltratlvl COlli :
PlllOnlllllpllllIUlIYt COIlllNlIlone - COIIIIII.. link N.A.
100lllllOwly Numllll OfPII..na! Aop,ulnllllvl: 23-0972337
5,odo,oo
VIII OommllltOllI plld Year 01 Termination
2,
Allo,nlY FHI: BOIWlil, Inydll, Tlntnll & Plooolo - Ooun..1 follht Eltatl
llook and L4<<dll - Ooun..lfo, tho Oo-E.IOUlIlll
Family ExOlllflUon
Ololman! Beatrice J. Brenneman AlIIIlonahlp WIfe
Addr..1 of Clolmonltl cIIOtellnl'l dMlh
I~'" Addr..I 8go Menleh Village
Oily Mechanclsburg Stal. PA
9,500,00
11,000,00
3,
2,000,00 .
4,
l'tobtll P_
374,00
C; Mllcellaneoue Expenl":
1, Patriot Newa Co, - Legal advertJslng 202,48 ,
,
2, Steck Ind Lelder- Preparation 1M lor 1 994lnccme TeX Retuml 787,50_, .
.3, . Coetlo llle ExecutOll' Account 800,00
4, Other mllcellanlOul expeneel 800,00
To'" (1110 tllllf on Ilnl e,lIlOlPllUlellon
(N mort Ipaollt ntldld, Inlll1ldcWontl Ihl"l ~f ..ml lizl)
3Il 083,48
Fcrm 701 ftO..11\
: J:\!l.te ot.WIJter L Br.nneman
SCHEDULE K - Debts of the Decedent, and Mortgages and Uens
11Im Dtb41 oItlelltoodenl - Crtdllor IIIId nau. 01 daIm, AmOllnlollimld u
" Amount unplJd \0 elllI AmOllnlin 00111111 .
.
1. Roohl Biomedical Laboratorlea- Balance duo 0,00 0.00 63,00
2. A.I. Ritzman Auoclates- Balance dUI 0,00 0.00 2,37
3, Moffitt Pea.. & L1m Assoclates- Balance due 0,00 0.00 18.68
4. Mlulah Vlllagl- Balance due lor rocm & board 0,00 0.00 1,543,114
5, Bell AUanUc-PA- Blance due lor phcnl aervlce 0.00 0.00 128,811
8, Marlin A. Yohn, Sr., Trealurer- Balsnee due lor 111114
Per Capita Tax 0,00 0.00 22,00
7, Thl Fidelity Mutual Lnelnauranoe Cc,- Premium due 0,00 0.00 33.50
8, PA Power & Light Co, - Bslance due lor eleotrlc seIVla 0,00 0,00 30,04
II, Dauphin Depollt Bank and Trust Co, - blllance due
lor 111114 annual leIVlee 'el 0.00 0.00 150,00
,
10, Bolwell, Snyder, Tlntner & Plcoola- Balance due lor
Inetimeleaal leIVlces 8005,71 0,00 6,005.71
..I.h....I.1I . 0
T"".I ,PAttA A. """. . 7,gg3
nam Mong.gu II1d Uln. - DtlCllpUon Amounl
...-0...
1, None
,
,
-'
T....I..... ,,-, ",. ,
TA'.' .,. . D... A .. ...- ,nl
(N _. epaoI II nNelld .nach tho oonlinu.Uon lCh.dulltom tho .nd of thil plc:j(.g. CI .ddlUonlllhllll ot tho _ Illo)
(Th.innucUon. 10 Soh.dull Killin tho NpIl.lllnnucUon.,)
Ichldull K - PIIlI' II
'"
'.
"
BOSWELL, SNYDER, TINTNER & PICCOLA
COUNBlLORI AT LAW
'U NO~THhoNTSTlm
P,O, Box 741
HAUJSBU~G, PA 17108.0741
WILLIA"I 0 10lWtLL
CONN L. INVOtA
LeONAAO TINTNtA
Jt,rAtv t, PICCOLA
JtrrAtv A, 10lWeLL
IAIOIO 0, ALrOAO
MAAK A. PAATHt"lt"
CHARLE. J, HARTWEL.1.
17171'31.83"
'AX 17\7I'36.g3Ie
AICHARO I WICKtAIHAM
or COUNsel
Utltl of W.I ur L. BraMtflIIn
0/0 CorlSlIt.. Hlmllton Dink
POll Off lei BOK 1071
H"rlaburg, PA 17108.1071
14405'
.0eCEHBER 13, 1994
173.0002
PROFESSIONAL SERVICES RENOEREO
A. Described Bilow
RE' Oen".1
PROfESSIONAL SERVICES
10/04/94 \/DB Letllr to W. BreMlman with .tltU' of 1.50
dl,culslon with A. Kreider .nd funding
of tru.t./ Preplrl .tltement for I.tlll
ptennlng Ind re.l ft.tlte matters; Rlvlew
billing records Ind f lie; Send Sllt_nt
to W. 8reMtfNln
10/10/94 JRB Litter to Attorney James Turner 0.40
Icknowledglng Olrllnd Hortglge
SIlI.factlon, CCl to Hr, Ind Hrs,
Brlnnaman . closl fll.
10/20/94 \/DB Confer.nce with W, Brennaman on 0.75
Ictl.ltlon of both trusts; R.ported on
t.lephone discussion with A. Kr.ider;
Revl.w file r.letl.. to In..stment.
10/25/94 IoIIB Lett.r to A. Kreider with copy of tru.ts 1.50
end procedure to follow to fund Ind
ectlv.tl .Ime; R..I.w fll. end notes .'
11/03/94 \/DB Confartnc. with B, BroMaman on I1loldlcll 1.00
condition of W, Br.M"""'n Ind trust
funding maturs
11/08/94 IoIIB Conferenclt with \I, BreMtrMn, Jr. to 2,50
discuss trust and estate matters: Review fill
11/08/94 IoIIB look B. Brennlman to CoreS tit IS Bonk to 3.50
" optn ,"fe doposlt boK and relrle.e
c.rtlflcltes; Conf.r.ncl with B.
BrlMeman Ind W, Brennemon, Jr. to
discuss Ictlvltlon of trust, OlC,
11/08/94 HRP IIlephone WIl lOr Br.nn....n, Jr./ 2.00
Conf.ronc. with WIlt.r Bronnoman, Jr.
Ind IoIIB; R.vl.w 'rust, Will Ind file
11/09/94 HRP ,.Iephon. BOltrlc. "'d WIltl' Br.nn...n, 0,50
Jr,l Offlc. conl"onc. with IoIIB
11/10/94 \/DB L.tUr to A, Krald" of Smith BIrney 1.25
Contlnuld
with requeet for Information on.oerteln
Imunlclpll bond. end. .totu. of holdin9'/
Review .ecurltle. hold In eafe depo.lt boa
',11/10/9/, . IIOB Confer'en" wi th B. Bronneman to heve 1.00
certificate. e.ecuted for activit Ion of
tru.t with Coreltate.
11/11/94 IIOB Review municipal bond certlflcate./ 2.25
Preporl E.hlblt A to tru.t agreamant
.howlng property depo.lted therein
11/14/94 \0'01 Dreft e,hlblt A to tru.t .graamant 2.25
.howlng tax frea municipal. and baarer
bonda: Complete o"lgnmant Infermatlon
on each .ecurtty a. requir.d
111lS/94 .IIOB 00 to CoreS lit.. Dank with B. BroMmn 2,25
to Inventory ..fa depo.lt box content./
Conference with u. Brenneman Jr, '.
11/16/94 IIOB Conference with HRP and l, Copel.nd from , 2.00 I.
CoreStlte. to dl.,u.. truat and
activation of .a,e; Dellvor municipal
bond. to H., Copeland I'
11/16194 HRP Office confar.n,e; 'elephone lol. 2.50
Copelend (Core.lale.): Conference with
lol. Copel.nd .nd IIOB r" fundln9 tru.t
.11117/94 IIOB Conference wtth A. Kreider of Smith 2,7S
B.rney to dl.,u.. trust .nd a..ets held
by Brenneman.; Conf.renc. with l, 'I' I ,
Copeland of CoreS tete. to dl.cu.. tru.t
activit Ion: Review Inventory of asset.
11117/94 IIOB Conference with l, Copeland of . 1,25
CoraStlte.; R.cord Power of Attorney and
obt.ln 16 cartlfled copies; Conference
with B. Brenneman to .chedule meeting
11/17/94 HRP 'elephone lols Copeland (Core. tote.) 0,20 "
11(18/94 IIOB Hemo to'flle on .tetu. of Herldlan CO 1.00
and 2 Harrl. Savings money market .','
a,count.: Noted CDmaturlty'dete of
3/16/95 andpro,edure to follow
11121/94 HRP Telephone Hrs, Brenn...n 0.50
(daughter' In' law)
11/22/94 HRP Office conference; letter to ,. Brenn...n 0,50 -'
11/22/94 \ollB Conference with MRP to review file end 1.25 "
to determine trust assets
11/25/94 IIOB Review Informatlo" from Smith Berney cn 2.50 J
Inveatments and prepare analy.la of aame
11/28/94 IIOB Prepere addltlon.l Information to bo added 2,00
, '
to trust; Conforll,ca wi th B, Brenneman on
bonk, account reconciliation and related
lMuers
TOIAl HOUR S
lOIAl fEEl
39.10'
5,932,00
DISBURSEMENTS
,',
'Photoooplee Recovered
Lon9 Distance Recovered
68,50
5,21
, ,."
Continued
'f'
, .
, "
. I'" .'
.,'
LAST WILl, AND TESTAMEN'f
OF
WALTER L. BRENNEMAN
I, WALTER L. BRENNEMAN, of Mechanicsburg, County of Cumberland and
Commonwealth of Pennsylvania, being of sound and disposing mind and memory, and not
acting under undue influence of any person whomsoever, do make, publish and declare this
instrument to be my Last Will and Testament, in manner and form following:
FIRST: I hereby expressly revoke all Wills, Codicils and testamentary writings of
whatsoever kind and nature heretofore made by me.
.-
SECOND: I hereby direct my Executors, or their sur.cessors, hereinafter named, to
pay all my jU$t debts, expenses of administration and funeral expenses out of my estate as
soon as Is practicable after my decease.
THIRD: I direct that all estate, Inheritance, transfer, legacy or succession taxes, or
death duties, which may be assessed or imposed, wheresoever situate, whether or not passing
under this my Last Will and Testament, including the taxable value of all policies of
insurance on my life and all transfers, powers, rights or interests includible in my estate for
the purpose of such taxes and duties, shall be pald out of my general estate as an expense
of administration, and without apportidnment, and shall not be prorated or chluged against
any of the gifts in this Will or against any property not passing under this Will. In the
absolute discretion of my Executors, hereinafter named, they may pay stich taxes
Immediately or may postpone the payment of the taxes on future or remainder interests
until the time possession accrues to the beneficiary or beneficiaries named herein. My
Executors may, in their discretion, arrange for extension of time for the payment of said
estate and inheritance taxes, and any interest and/or penalty incurred on any such taxes,
whether or not resulting from such extensions or postponements, shall be borne by my estate
as an expense of administration.
'I
I)
,
,
FOURTH: If my wife, BEATRICE J. BRENNEMAN, survives me, I give to my
Trustee, hereinafter named, a sum equal to the doliar amount, If any, which can pass free
of federal estate tax In my estate by reason of the unified credit against federal estate tax
allowable to my estate (the "credit shelter amClunt'~, reduced by the aggregate of (I) all Items
includible in my estate for federal estate tax purposes which either are disposed of in
previous articles of this Will or pass outside this Will, but only If such Items do not qualify
for the federal estate tax marital deduction or the federal estate tax charitable deduction;
and (2) the amount of any administration expenses claimed as Income tax rather than estate
tax deductions, My Trustee shall hold this sum IN TRUST, NEVERTHELESS, during the
life of my wife, or until the earlier termination of the trust, for the following purposes:
"...
(I) [n the discretion of my Trllstee, it may pay any part or all, or any designated
part, of the income to, or accumulate any part or all of such income for the benefit of my
wife, or add any part or all of sllch income to the principal of the trust.
(2) To pay to my wife, at any time or from time to time during the continuance of
the trust, such sums from any part or all of the principal of this trust as my Trustee In it~
sole lIJId uncontrolled discretion lTlay determine to be reasonably necessary for the SUpport,
maintenance, health or other benefits of my said wife, to whom the payment may be made,
or be made for or on her account, or to meet the costs of any Illness or accident which may
affect her,
(3) To pay any principal, and any accumulated income not previously designated,
remaining at my wife's death, to my son In the manner hereinafter provided In article
SEVENTH,
-
FIFTH: I dispose of all the rest of my property, hereinafter referred to a9 "my
residuary estate", in the manner provided In article SIXTH If my wife, BEATRICE J,
BRENNEMAN. survives me, or if she does not survive me, as provided In article
SEVENTH,
SIXTH: If my wife, BEA TRICE 1. BRENNEMAN, survives me, I give all of my
residuary estate unto my wife, in fee simple.
SEVENTH: Upon the decease of my wlfei'BEA TRICE J. BRENNEMAN, or should
she predecease me, all of my resluuary~stlite,lncluding the "credit shelter amount" provided
for in paragraph FOURTH hereof, whether It be part of my residuary estate. should my wife
predecease me, or the principal and Interest of my credit shelter trust (paragraph
FOURTH) should the same have been estabUshed prior to the decease of my wife, shall be
distributed in the following manner:
I give and bequeath my residuary estate unto CORESTATES HAMILTON BANK,
of HarriSburg, Pennsylvania, IN TRUST, NEVERTHELESS, for the following uses and
purposes:
(1) All mone~ and property coming Into the hands of my Trustee under this trust
shall be held. invested and administered for the benefit of my son, WALTER L.
BRENNEMAN. JR., who now resides In Plainfield, Vermont, for the purposes of paying
directly to my son, WALTER L, BRENNEMAN, JR., all of the income derived therefrom
at least annually or in more convenient installments, In addition to the payment of Income
to WALTER L. BRENNEMAN, JR., as herein provided. my son, WALTER L.
BRENNEMAN. JR., shall have the right and privllege to receive, upon the delivery to the
Trustee of a written request, free of this trust, up to, but not In excess of, ten (10%) percent
of the then principal of said trust, in anyone calendar year, the remaining principal to
continue this trust unabated. My saia son may in succeeding years exercise such election,
-2-
but in all cases only up to, bUL not in ellcess of ten (10%) percent of the principal then
remalning in this trust. The Trustee of this trust, In its sole discretion, may also payor use
so much of the principal as it shall deem advisable for the payment of elltraordlnary
ellpenses which may occur for WALTER L, BRENNEMAN, JR "including, but not limited
to, medical and related ellpenses, and requirements of support and welfare, in such amounts
and In such proportions as the Trustee, in its sole discretion, shall deem proper,
(2) In the event my said son, W ALTER L. BRENNEMAN, JR., shall either
predecease me, with the occurrence of any of the events hereinbefore set forth relating to
my wife, BEATRICE J, BRENNEMAN, or should die during the time this trust Is
administered for his benefit and there shall be principal remaining in this trust, then and in
that event I direct that my Trustee shall continue this trust for the benefit of my daughter-in-
law, MARY O. BRENNEMAN, to pay to her, or for her use and benefit, annually or in
such other convenient Installments all of the income from this trust fund, My daughter-in-
. - law shall have no election privileges as to the principal of such trust, The sald Trustee, In
its sole discretion, may likewise pay so much of the principal as It shall deem advisable for
the payment of elltraordlnary ellpenses which may occur for MARY O. BRENNEMAN,
including, but not limited to, medical and related ellpenses, elltraordinary educational
ellpenses and requirements of support and welfare, In such amounts and in sllch proportions
as the Trustee, in Its sole discretion, shall deem proper.
(3) In the event my sald daughter-in-law, MARY G, BRENNEMAN, shall
predece~e me, or should die during the time the trust is administered for her benefit as
provided)llrtlcle Seventh (2) of this my Last Will and Testament, and there shall be principal
remainlng in sald trust, then and in that event I direct my Trustee to continue this trust for
the benefit of the stepchildren of my son, WALTER L. BRENNEMAN, JR., and the
cWldren of my daughter-In-law: MARY G. BRENNEMAN, namely: Robin Wright, of
20231 Vesler Avenue, Conifer, CO 80433; Leslie Wheelock, of 34 Farnsworth Road,
Colchester, VT 65446; Gavin Wright, of 12 Maple Lawn Drive, Essell, VT 65452; Laurie
Covington, of 79007 N. Dune Lane #4, Canyon Country, CA 91351; Tracy Gandin, of R.R.
5, BOll 1985, Montpelier, VT 05601-8807; and Valerie Whitaker, of 45 Lawnwood Drive,
Wllliston, VT 05495, and to pay to them, or for their respective use and benefit, annually
or in such other convenient installments on an equal basis, all of the income from this trust
fund until each of sald stepchildren shall individually attain the age of 35 years, at whlch
time each of sald children shall receive his or her proportionate share (1/6 If all are living)
of the principal of this trust, free of this trust. This trust shall thereupon terminate with the
payment to each of said stepchildren upon nllalning such age, In the event one or more of
sald stepchildren should die prior to allaining the age of 35 years, hls or her respective
proportionate share of this trust shall be equaliy divided among the remaining stepchildren
who survive the deceased stepchild. Said stepchlldren shall have no election privilege a., to
the principal of this trust and his or her respective share thereof, My Trustee, in its sole
discretion, may pay so much of the principal as it shali deem advisable for the payment of
elltraordinary ellpenses that a stepchild may ellperlence, Including, but not limited to,
medical and related ellpenses, educational ellpenses, and requirements of support and
-3-
welfare, and In such proportions up to the stepchlld's proportionate share of this trust as my
Trustee, in Its sole discretion, shall deem proper,
(4) My Trustee shall be vested with reasonable discretionary powers and in all
matters not otherwise herein specifically provided, it shall exercise its sound Judgment and
discretion In the performance of its duties hereunder, It shall not be llable for any error of
judgment provided that such error is honestly made.
(5) I give and grant unto my Trustee, and its successor or successors, the following
powers, which shall be construed broadly and which may be exercised by it in either or both
capacities, as in its discretion it deems advisable, in addition to and not In Hmitatlon of its
common law and statutory powers:
-
(a) To allot, assign, care for, collect, contract with respect to, convey, convert,
deal with, dispose of, enter 1010, exchange, hold, improve, invest, lease, manage, mortgage,
grant and exercise options with respect to, take possession of, pledge, receive, release,
repair, sell, sue for and In general to do any and every act and thing and to enter into and
carry out any and every agreement with respect to the property included in any trust created
in this Will, which it could if it were the absolute owner thereof, without being Hmlted in
any way by the specific grants of power hereinafter made,
(b) To retain for such time as in its judgment may deem advisable all or any
part of my property as assets which at any time shall constitute a part of the trusts herein
provided for.,'
,
~
(c) To sell or exchange, eilher privately or at public sale and without prior
approval of any COU1't, at such tiine or times and at such price or price, and on such terms
and conditions as the Trustee may consider advisable, all or any part of the trust property,
real, personal or mixed, and to execute, verify, acknowledge and deliver all deeds, bllls of
sale, or other documents which may be necessary or proper in the exercise of such powers
without liability on the purchaser or purchasers to look to the application of the purchase
price.
(d) To manage any real property held by my Trustee in such manner as it
may determine, including authorit)' to alter, repair, maintain or improve such property as
hereinafter set forth, to mortgage such property on such amount, on such conditions and at
such rates of Interest as it shall deem advisable; to abandon sllch property, to adjust
boundaries, to erect or demolish buildings thereon, to conv~rt for a different use, to dedicate
for public use without compensation, to grant easements and rights~f-way, to waive payment
for property taken by right of eminent domain and to clalm and negotiate for payment for
property, to enter into party-wali contracts, to protect out of the general funds of the trusts
herein created, to insure or perfect titie, and to charge the cost of any action taken with
regard to any such property to principal or income as It may determine, To make all
4-
.'
ordinary repairs, aile rations or Improvements against the principal of the trust herein
created of which the property being repaired, altered or improved forms a part.
(e) To lease any real estate sUbJect to the trust herein created for such term
or terms, and for such rental or rentals and under such covenants lInd agreements as may,
in the discretion of the Trustee, be considered for the best Interest of the trust estates. The
Trustee shall recognize existing leases, but still have the power to agree to modification of,
or amendment to, the lerms of existing leases or to extensions or renewal thereof, The
Trustee shall have the authority to acquire by purchase, gift or otherwise, and to resell,
receive, hold, manage and control real estate and other Interest therein, subject to the trusts,
and do all things necessary or proper in the performance of such functions,
-
(I) To Invest, and from time to time to reinvest, to acquire and to retain
temporarily or permanently the trust estates received or held by It In cash or in kind of real
or personal property, foreign or domestic, Including by way of lIIustration, but not by way
of limitation, common or preferred stocks, investment trusts, mutual funds, money market
funds, limited partnership interests, common trust funds, voting trust certificates, bonds,
mortgages, debentures, notes, unsecured obligations. wasting assets, or Investments which
are unproductive, overproductlve or underproductive as in Its discretion It may deem
advlsable,and without regard as to the proportion that any such Investment may bear to the
total trust funds or the relation It may bear to the type or character of other investments In
the trust estates, or to the effect such investments may have upon the diversification of the
Investments In the trust estates and It shall not be restricted In Its choice of Investments to
such Investments as are permissible for fiduciaries under any present or future applicable
law, it being my intention to give my T-rnsiee power to act In such manner as It will believe
to be for the best Interest of the trust created herein, I hereby direct that my Trustee may,
In addition to all the powers of investment herein given, maintain In my trust estate
securities of the corporute fiduciary, COREST A TES HAMILTON BANK, in any amount
which the said Trustee within its discretion deems proper.
(g) To pay Income tax on gains from the sale or other conversion of cllpltai
assets out of the proceeds thereof.
(h) To amortize, accelerate payment of, reduce, extend, modify, settle or
liquidate any lien, encumbrance, mortgage or other charge against any real estate or other
property which may be subject to these trusts. The Trustee shall specifically keep and
perform all of the covenants, terms and conditions of any er.lstlng mortgage or mortgages
upon sald real estate, on the part of the mortgagor require,d to be kept and performed and
shall have full power and authority, with the consent of the mortgagee or mortgagees, to
refund, replace, extend or otherwise amend the same, and to anticipate and accelerate any
periodical payments therein required,
(i) To subscribe for stock allotments and exercise all rights and privileges
pertaining to securities which are available to the owner thereof.
.5.
U> To receive or make distribution of any trust herein created, either in
money or in kind, or partly In money and partly in kind, The jUdgment of the Trustee as
to what shall constitute an equitable distribution or apportionment shall be binding and
conclusive upon the beneliciarles hereof. Nothing herein contained, however, shall empower
the Trustee to make distribution before the time or times specified herein.
(k) To pay, collect, compromise, sue for or contest any claim or other matter,
directly or Indirectly affecting the trusts,
(I) To use income andlor principal to maintain In force any policies of life
insurance which I may own on the life or lives of other persons or to receive In gift or
purchase or maintain previously existing Insurance or annuity contracts for the benefit of any
beneficiary, primary or contingent, If the TruMee determines that the best Interest of my
family would be served by purchasing said contracts or by continuing such Insurance In force,
and to exercise all the powers given to the owner of such policies.
-
(m) To employ counsel, auditors, accountants. appraisers, engineers, and
other persons, professional or otherwise, as may be necessary for the proper administration
of the trusts, and to pay their compensation frorn trust funds.
(n) To borrow money and security therefor,to execute bonds and mortgages
containing warrants of attorney, to confess judgment and to pledge personal property.
(0) To incorporate any ~ni?corporated business received from my estate.
.
(p) To carry on ,and conduct any business enterprise in which I may be
engaged at my death,
(q) As to each trust created herein, to exercise all the powers granted and all
the duties imposed herein until such time after the termination of that trust as the property
inciuded in that trust has been fully distributed, and to do all other acts which in its
judgment may be necessary or appropriate for the proper or advantageous management,
investment or disposition of any property inciuded in any trust created herein.
EIGHTH: In the event that both my primary residuary beneficiary, my wife, as well
as my trust beneficiaries, my son, my daughter-in-law and the six (6) stepchlldren of my son,
all hereinbefore named, shall die, and whether said trust estate is established as above set
forth. or is not established under the operation of my Laa! Will and Testament, then and
in that event, I direct that the whole of my residuary estate, or that remaining in my trust
estate not distributed at the discretion of my residuary Trustee, shall be distributed by my
corporate Executor, hereinafter named, or by my Trustee hereinabove named, as the case
may be, in the following manner:
-6-
"
(I) 33 1/3% thereof unto the MEMORIAL EVANGELICAL LUTHERAN
CHURCH, Harrisburg, Pennsylvania, for the establishment of a tru~t, the income of which
Is to be applied annually by the Memorial Evangelical Lutheran Church for benevolent
purposes and not for operating purposes,
(2) 331/3% thereof unto GETTYSBURG COLLEGE, Gettysburg, Pennsylvania,
for the establishment of a student scholarship endowment.
(3) 331/3% thereof to ST. PAUL ZEIGLER'S EVANGELICAL LUTHERAN
CHURCH, Seven Valleys, York County, Pennsylvania, to be used in the manner determined
by the trustees of said church,
,-
NINTH: The rights, titles, benefits, interests and estates of any benefioiary
hereunder, Including beneficiaries under the trusts herein created shall not be subject to the
rights or claims of his or her creditors nor subject nor liable to any process of law or court,
and all of the Income, principal or other benefits from or under any trust herein created,
shall be payable, and deliverable only, wholly, exclusively and personally to the designated
beneficiaries hereunder at the tlme the designated beneficiaries are entitled to take the
same under the terms of this Instrument.
TENTH: I hereby direct that my Executors, Trustee, or any successor as named by
me herein, shall not be required to give bond or other security required by law or otherwise,
for the faithful performance of their duties, whether as Executors or as successor Executors
or Trustee. .,.
.
~
ELEVENTH: I hereby, give unto my Executors, or their successor, hereinafter
named, and to my Trustee, hereinafter named, the fullest power and authority in all matters
or questions pertaining to the administration of my estate and trust, executing the provisions
of this my Last Will and Testament, including, but not by way of limitation, the power and
authority to determine all doubtful questions which may arise in the construction of this my
Last Will and Testament, and the trust hereunder; I further hereby authorize and empower
my Executors, or their successors, pending settlement of my estate, to sell, convey, mortgage,
lease, exchange, encumber or otherwise dispose of any and all of the property, real, personal
or mixed at any time belonging to my estate, either at public or private sale, without prior
approval of any court, and at such times and for such price or prices and In any such case
upon such terms as they may think best in their discretion, and I authorize and empower my
said Executors to execute, acknowledge and deliver to the purchasers, grantees, mortgagees,
vendees, assignees or other persons, such contracts, deeds, mortgages, bills of sale, and all
other instruments of writing necessary or proper without obligation upon the latter to see
to the proper application of the proceeds, They shall also have the power to compromise
or otherwise settle or adjust any and all claims, charges, debts and demands whatsoever
against, or In favor of my estate as fully as I could do If living, They shall further be
empowered to carry on and conduct any business enterprise which I may be engaged in at
my death, to retain any assets, including stocks or securities which I may own at the time
-7-
J
l(i - II- I ~
REV-1547 It)( AFP 112-95*
COttHONWEAllH Of PE:HHSYLYAHIA
Cl:PARlHENI Of RE\'fNU:
Il.llUU Of INDIVIDUAL 1l'[S
DEPI. 210601
UAAAIIIURQ, PA 11111'0601
RYAn OF BRENNEMAN WAL
DATE OF DEATH 11-7.9-94
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
ACN 101
-T-
~Vv'
DATI! 03-11-96
-.,--===
FILE NO.
COUNTY
-
CUMBERLAND
HOTEL TO INSURE FROFER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORN WITH YOUR TAM
PAYHENT TO THE REGISTER OF WULS, NAKE CHECK PAYABLE TO "REOISTER OF WILLS, AOENT"
REMIT PAVMENT TOI
JAMAL KONATA
CORESTATES RANK NA
PO BOX 7558
PHILA PA 19101
REGISTER Of WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
t- ~~unl RUUt"OCl'J
CUT ALONO THIS LINE .. RETAIN LOWIIR PORTION FOR YOUR RECORDS ....
REV: Ur."i' i if' AFP" f i Z:9 ST"NOY icE' 'oF' iN Hiiii f ANci' YAX' AP PRA' i S EHENr; 'A L1."owi,ifc i 'iili""".".,"""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATIl OF BRENNEMAN WALTER L FILE NO. 21 94-1060 ACN 101 DATI! 03'11-96
TAM RETURN WAS I t X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, R..l Eahlo lSchodulo A)
2, Slocko and Bondo t Sohodulo B)
3. Cloooly Hold Slock/Porlnorlhlp Inlorolt tSohadulo CI
4. Norl_oI/Nol.. Rocalvabla ISohodulo D)
I. COlh/lank Dopo.ltl/HIIO, Porlonol Proporty ISchodull E)
6, Jointly Ownod Proplrty t Schldull F I
7. Trlnlflrl ISohodulo 0)
a. Totol '''010
APPROVED DEDUCTIONS AND EXEMP1'XONS:
9. Funoral E'ranlal/Ado. COIII/NIIO, ~,plnlal ISohadulo HI
10. Dobtl/Horlgogo Lllblllllal/Llanl ISohodula II
11. To tal Doduotlanl
12. Not Vlluo of To. Ralurn
13, CharUoblo/Govornolnhl Baquuh lSohodulo J)
14, Hot Vlluo of Elhla Subjact to To.
If en ......M.nt we. 1..u.d pr.v1oully, l1n'l
r.flect 1'1gurll th8t include the tot81 of ill
ASSESSMENT OF TAXI
U. loount of L1na 14 01 Spoulal rolo Ill)
16. Alaunt of Llno 14 lo.obla 01 Llnool/Clo," A roto 1161
17. Alount of Llna 14 to.obla at CollatarallClal1 B rata 1171
la, Prlnclpol TI. Duo
TAX CREDITS:
PAYNE NT
DATE
02-23-95
08-25-95
NOTEI
RECEIFT
,,"UHaER
AA022879
AA048184
DISCOUNT I')
INTEREST I-I
450.00
,00
I IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
I ) CHANOED
11)
12)
131
t41_
(51
161
171
.00
20.051,53
.00
,00
20,509.15
,00
210.353,79
lal
250.9~
"4.077 41
206,837.06
.00
206,837.06
14, 15 end/or 16, 17 and 111 will
r.turn. 8o.....d to d.te.
54~,36
11,311.50
,00
11,860,86
11,860.86
,00
.00
,00
IF TOTAL DUE IS LE~S THAN n, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REfLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS,)
(9)
110)
36,083.48
7.993.93
tlll
(l~ )
113)
114)
18,312,12 K .03.
188,524,94 K .06.
,00K,15.
(18)
AHOUNi PAID
8,550.00
2,860.86
TOTAL TAX CREDIT
BALAIlCE OF TAX DUll
INTEREST
TOTAL DUE
,
"
, "
"
" I
,.. ~
I -,
,
,I
"
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I
J(:l
"
RUERYATlOMI Elt.t.. af'deo"-"t. dvlnG on or b,fori Deot.r 12, 1912 u If MY future Int.rll' In thl .,tlt. II "."lferr.d
I In POI.utlon or enJoy.."t to el'.. I (coll,tl"l) btnttlol,r1.. of thl dlc.dlnt Ift.r thl IMplr.Uon of ,ny IIt.t. for
U'I or for VlltI, thl Co..an....lth hereby IllPrul1y ,".,V" thl right to Ippr.h.,nd 11'1" trln.f'r InherltAncl TllClI
It thll tMllful CI,.. I (oollat.r,l) r.t. on any luch future Internt,
PUIlPOIE Of'
NOTICE.
PAVHEHT.
RF.FlIHO ICRI.
OIJECTlOHI.
To fulfill ther rl.,I,..,"t. of Slotlon 21'-0 of thl JnhtrttttncI Ind flbt. TIK Aot, Aot 2Z at 1991. n p,s,
"ollon 1140,
DetllClh thl top portion of this Hotic. .nd lubelt with your ply..nt to thl Rtght.r of WJll. prlnt.d on thl r...,.r.. IIde.
"Nok. chock or ...... "dor p...bl. 101 REGISTER OF HILLS, AGENT
All PIVltOt. recllv'd .hlll flr.t bt IPplJ'd to Any Int.r..t which .IY be due with ~nv rlllindtr Ippllld to thl tl".
I rlfund of I tiN orldlt, which WI. not r.qu..t.d on the TSK Asturn, "V bl rlque.tld by co.,l.tln. .n "Appllcltlon
for R.fWld of PennlVhlnl1 Inhtrltancl end E.t.tl TIIC" (REY-UU), AppllclUon. Irl IvaIJIbI. .t the OffiCi
of thl R..I~t.r of W1115, Iny of thu 23 A'Ylnu. DI,trlot OfficI., or by calling thl .p.~III 24-hcur
In.wlrlnt "rylcl no.b.r. for for.. ord.rlngl tn P.nn.ylv.nt. 1-800-362-2050, outlldl P.nn.vlvanl. .nd
within locll H.rrhburll .rll (117) 187-809", TOO' (111) 712-ZZS2 CHelrlng IlIPalr.d Only),
Any Plrty In Intlrl.t not 'Itl.flld with the .Pprel....nt, allowlncl or di..l10w.ncl of d.ductlon., or ......-.ot
of tiN (lnoludlng dltcount or InttrltU .. .hown on thlt HoUcl IU.t objlct within .lxty (60) dftv. of r,cllpt of
this HoUCI bYI
--wrlUI" pro tilt to thl PI Dlpart"nt of Alvlnul, lo.rd of Appuh, DIP\' 281021, Hlrrltburg, PA 11128-1021, OR
"'lloUon to haYI tho "Ulr dltlr.ln.d at ludlt of ths .ocount of thl p.rlontll rlpr...nt,Uvl, Olt
,-.,,"1 to tht Orphlnl' Court.
ADHIH
IITRATlYE
CORRECTIONS! Faotu.t .rror. dhcoytrld on thl, ........nt Ihould b. .ddr....d In writing tOI PA Dlptrt',"t of AntnUtl,
IUrtttU of IncUyldul1 TIICU, ATTNI Po.t A.....Hnt R.yltw Unit, D.p\, 280601, Hurhburg, PA 11128-0601
Phone (111) "7-6505. S'I Pili 3 of thl book lit "In.trijctlont for Inhsrltlnc. T.IC Rlturn for. Mltldent
OIelOlnt" (REY-ISOI) for .~ IlCpl~ntUon of 'dllnhtraUY'h oorreot,bll .rrort.
If IMW ttlC dul it Plld within thrll (31 calsnd.r .onthl ,fter the u.o.d.nt', duth, l!I flv. p.rc.nt UX) dhcount of
thl tlX p.ld II IUOWld,
OIICOUHTI
IHTERfITI
'''tft\jlfU''''.>fL'',
'.",
Interllt II ohtrgld beginning with flrlt day of dIUnqu.ncy, or nlnl (,) .onth. .nd on. 0) d.y frot the dltl of
ctelth, to the d,t, of PAy.."t. lIut IIhJch bIC"1 dlillnquant before Janu.ry I, 1982 bllr Intlrllt It the rite of
.he U:O punnt per IMUI ollculatld It I d.llY rlt. of ,000164. AU till.. which biOI.. tllUnquent on end .Hlr
JIlnU.ry 1, 1912 will bur Intlr..t ,t . rite which wHl Ylrv fru cllltndar Yllr to cII'ndar Yllr with thlt retl
tnnCHJnctd by thl PA Otp~rt'Int of A,Ylnul, Thl .ppllclbll Intlr..t rnt.. for 1982 through 1996 .rll
!!!! Interllt Alte a,HV Interllt F.ctor l!!! Intlrut Rlt. Dill., Inter..t Flctor
1912 20~ ,000111 1987 9% .ooom
19n 16~ .ooml 1911"1991 m ,000lOl
1914 1I~ .000101 1992 9~ .0002\7
1915 l!~ ,DOOm 199H991 n ,OOOI9Z
ItI6 10~ .ooom 1991-1996 9% ,000211
"'Interut It o.loullt.d .. follow.1
INTEREIT . BALANCE OF TAll UNPAID II NUNBER Of' DAYS DELINQUENT II DAILY INTEREST FACTOR
_.Anvo Hotle. llIued Ifttr thl tllC beoo... dellnqulnt wHI reUlot In Int.rut Cllculttlon to fiftlln (lit) dlyt
beYond thi d.tl of the ........nt, If ply'.nt I. .,d. .ft.r ths Intlr..t co.put_tlon d,tl .hown on thl
NoUc., tddltJonll Int.rllt IUtt bl c.lcullt'd.
.'
vi
J!Y' 'I r / 'I
RIY-41J IX A" (18.'*1
COMMOHNrALTH Of PfHHIVLVAHIA
Dl!PAIIIIlDfTOI'-.u
1UIIl!/oU 01' 11II1~IIlUAL TWI
DlPT. IUIlI
HARRlllU!8, PA 17111-0101
ACN 201
"
,
\-
NOTICI 0' DITIRMINATION AND
AIIIIIMINT OP PINNIVLYANIA
IITATI TAX IAIID ON PEDIRAL
IITATI TAX R.TURN
DATI 06-17'96
WALTER L PILI NO.21 9 -1060
11-29-94 COUNTY CUMBERLANQ
HOT! I TO INlURI PROplR CRIDIT YO VOUR ACCOUNT, SU,"IT THE UPPIR PORTION OF THIS FO~ WITH YOUR TAN
pAV"IHT TO THE RIDIITIR OF WILLS, "AXI CHICK pAVAILI TO "RleIITIR OF WILLI, ADIHT",
RIMIT PAVMINT TOI
JAMAL KONATA
CORESTATES BANK NA
PO BOX 7558
PHILA PA 19101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLF, PA 17013
r AllOUnt Rill' UIHI
CUT ALONG THII LINI ~ RITAIN LOIIIR PORTION POR YOUR FILI8 ....
ilIV: UY"ij( "Apji"T! z...ijr....iii.iliif i ci. "oF" -Iii n-RM i NATiON' Aiili-Ai'iisi"tiiilT"' -.. ---..-- ..n...... - - -..""
OF PINNIVLYANIA EITATE TAX IAsaD ON FIDIRAL ISTATI TAX RITURN __
ISTATI OF BRENNEMAN WALTER L FILl! NO.21 94-1060 ACN 201 DATI 06-17-96
ESTATE TAX DETERMINATION
1. Cr.dit For St.t. D..th T.x.. .. V.rifi.d
.00
2. P.nn.ylv.ni. IIlh.rihnc. Tu A......d 11.410.86
(Excluding Di.count .nd/or Int.r..tl
3, Inhmrit.nc. T.x A......d by Oth.r st.t.. .00
or T.rritori.. of the Unit.d St.t..
(Excluding Di.count .nd/or Int.r..t>
4, Tot.l Inh.rit.nc. T.x A......d 11.410,86
5, P.nn.ylv.ni. E.hte Tax Du. .00
TAX CRIDnS,
PAVMENT RECEIPT DISCOUNT (+l AMOUNT PAID
DATE NUMBER INTEREST (. >
TOTAL TAX CRIDIY ,00
IALANel OF TAX DUI ,00
INTIRIIT AND PIN. ,00
TOTAL DUI .00
"IF pAID AFTIR THIS DATI, SIE RIVIRII SIDE tlF TOTAL DUE IS LESI THAN 11, NO PAV"ENT IS RlqulRID
FOR CALCULATION II' ADDITIONAL INTUIIT. IF TOTAL DUE IS REFLEClID AI A "CRIDIT" (CR" VOU "AY II
DUI A REFUND, SEC REVERSE SIDE OF THII FO~ FOR INSTRUCTIONS,)
... ctl \'<(
~
" !1 " -i(1.
CI
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"
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I' I; r-.:j
II '~ I) "
111.'\ ,I
&'C ~i . Iii I:
08
_01'
NOIlct:.
T. MIlII 1M ,...lr_l. 01 "'lIon /141 Ibl 01 the Inherit.... ond E.I.I. Tox Alt. All rr 01 1"1,
(/I P,U. "'11011 /1411,
PAilIfllT'
Dllooh the loti portion 01 Ihl. Noll.. ond .uIIolI wllh .ou, p.....1 I. the ROIlolor 01 Will. prlnllel on lhe
r'tt.r.. II..
--- IlIIeo c_ cr ..... crdor p..obll I., lEGUm OF MULl. Al/ElfT.
All11IYMnt. rlG.lvld .hlll be IPPUttd flr.t to InY Inter..t which AY be due with '"Y' rHllndtr eppl1td to t~ t'Kt
_leR).
A f'lfl.nd of . tll( credit .IY btI r..,..t~ by OQIPhlUng WI "AppllC1t1on for A.,Wld of Penn,vlv."l.
JMtrltMGI Ittd ht.t_ ,..It" (REV-1StU. Appllutlon. .r. .Y1IUlbl. It the OfficIo' tM A.,I.hr of NUll,
MY of the U Rlv"" Dlltrlot Offlc.. or 'rDl tht o.,.r........' 24-Mur an....rlng lI,vtce ~" for far.. or.rlntl
In Pem,YlvlnJa 1-100-161-ZOIO, outtlde Pennulvlnl. w.d within loc.l Herrhbul'lu" (717) 717-1094,
TOOl (1\1) nt-lISl (ttoorlnt lop.lrlel OnI.I,
OUCTlDMlI Any party In Inter... not ...hfled with tM ........... 0' tiI)C II Ihown on thh noUc. ..y obJtot within
.htv (60) Mn of rl<Cl.lpt 0' thl. NoUel ~VI
."llr1U.., .rotut to thl PA o.,.rtHnt of Atvenue, ao.rd of AppMlI, o.pt. 28l0Zl, H.rrhburg, PA 17UI.IOZI, OR
"lleaU". to hnl ttw .U.r det.r.lMd It IUdIt of the Pll'lOMl t",r"lnt,tlv" OR
.........1. to thl Drphlnl' Court.
ADIlIII-
IImTlW
CORIlfCTJDHlI FectUll UtOrl dhoovarld on this ........"t IhouJd b4I ItdcIr...ed In wrltln, tOI PA Oep.rtHnt of RIV~,
JurHU af Indlvldull TIXII, ATTNI POlt ........,t R.vl.... Unit, Dept. 210401, HarrllbYr" P" 17121-0601,
PhdM (717) 7""6505. S.. p... S of thl bookl.t "In.trUCltlon. for Jnh.rlttlnCll Till R.turn for, R..ldent
Dtcldent" (REV-UOIl for en 11qI1_tlon of _lnlttr.UveIV oorrlOhbl. Itrort,
PlIlAUY,
ThlllX tme '-M.tv non-Plrtlolpetlon pen,Uv It CotlPllted on the tohl of the tl)( Il'td lnt.r..t ......Id, end not
Plld before Jenulrv 11, 1996, the fltlt dlY Iftar thl tnd of the tlx MMlty Pltlod. Thll non-PlrUalplUon
pentltv I, IPPHltble In thl .... HMtr .od In thl the ... tI.. Pltled .. vou would ."..1 the tlX end Int,,",
thit his been ......ed II Indlcatld on thll netlcI,
lIlT'.JIfIT'
'or flit.. a' dNth on or ,ft" 10-5.91, Ptmlvlvenle Elt.te Tu biNd on the fldtr.l Estet_ Tn
nhlrn beoo.el delinquent at the IxplratlOl"l of nine (09) IOnthl frlMl thl chit. of de,th,
For ntll of dMth pdor to 1O'S-91, Pennlvlv."l, E.t.t. Tlx baHd on thl Fedtnl Elt.t, Tu raturn
bIo... delinquent .t the tllplratlon 0' .Ight"" (11) ItOf'Ith. frOll the dlt. of dMtt..
TIXII wh1ch btc.. delinquent blfore JlnUlry I. 1912 bur Interllt It thl rah of .he (6~) perc'nt plr IIWM
a.loullteet It . dilly rat. of .OOOI~, All tllC.. which tHto.. dtllnquent on ar If tar J.-.u.rv I, 1912 .,111 bur
Intlrll' It e tltl Nhlch will very frol c.landlr Vllr to ClIIMdlr Vllr with thlt rat. WVlOWlCId bv thl PA
DIp.,t..." of R.venue. ThI 1PP1Iubll intlr..' ratll for 191' throoth 1996 lrel
Y~r Int,,"t Alt, o.lIv Intlrllt Factor VOIr Int,,"t Rite Oelb Int"..t FlKltor
1911 lOX ,OOO!U 1911 'X ,000241
1911 16X ,000411 1911'1991 m ,OODSOI
I'''' m ,OOOJOI 199t 'X ,000Z41
1911 III ,OnU6 199J-I994 IX ,0001"
I'" lOX ,000274 199!-1_ 'X ,000241
..lnt"lIt It allculettel al follow..
IKTERElT . IALAMCE OF TAX UNPAID X NUNIER OF DAYS DELINQUENT N DAILY INTEREST FACTOR
""Anv HaUa. Itlllld .fter thl tlM becOMI delinquent Nl1l ,.flRt en Jnterllt cllcul.t1on to f1ftHn UI) lMVI
bevond thl d.t. of thl ........,.t, If PI~t h ndt 1ft" thl Int.,,,t oOllPlltat1on deh .hown on thl
Hotlel, ItddIUClMI Int""t w.t be a,Jouletlld,
, ... 't": 51:
.. ~
O,!{l " 'ie,\,;
.... 1..1
"~~ ~ '0- il
)
" 0-
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I, , , ~
,
0 .,j :1
~IIJ f5l ,. f.
IlQ; ~ ,.
08
PURPOSE OF
NOTICE,
To fulfill thl r,quirt..nte of s.otlon 21ft' (b) of thl Inherltlnol and Eltst. Tile .lot, Aot U of 1991, OZ P.'.
'.oUon 2lU).
PAVIlEH!1
D,tleh the top plJrtlon uf thll Notlc. and tub,1t with YOllr PIY.lnt to the R~ght.r of Nl111 prlnt.d on the
rlv.r.. .Ide,
.. "eke chlc.k or .only ordtr payabll tOI REGISTER OF HILLS, AGENT.
All ply..nt. r,cllvld Ihall bt eppllld flr.t to .ny Int.r..t which ..~ b, dUI with any f..,lndt' appll.d to the tlK,
REfUND (CRI,
A "fund of . till or.dlt Il.V b, r,qullhd by cO'Jjl,Ung an "Appllcltlon 'or A,fund 0' Plnn.yl....n!.
Inhtrltlnu end Eltate TIIC" (AF.Y.UUJ. Appllcltlonl ar. .nUable It thl OfficIo' the R"hter of Wl1h,
any 0' the lS Rlnnul hlttriot OfficII or frail thl OIPut..nt'. Z4-hour an,wlrlna IIrylcl MUlb.r. for for" nrdldnlll
In Plnnlvlvlnll l'aOO-36Z~Z050, out.ldl Plnn.vlvlnh IInd within local ttarrhburg arn (7171 717'U''',
TODI (117) 77Z'ZlSl (Hurlnll I.pllrld Only),
OIJECTJONSI Anv party In Intlr..t not uthUld with the 1I.......nt of hlC .. .hown on thll noUn .,v obJlet within
.Ixtv (60) dlv, of r.c.lpt of thll Hotlcl bVI
-'writhn prot..t to thl PA DIPartllnt 0' Alvlnul, !Icard of Appu\., Dlpt, lalOZl, ",rrllburg, PA I/UI-IUt, 0"
'.Illotlng to havI the ..tt.r d.lIrllnld at audit of thl per.onll r.pr...nlltlYI, 0"
...PPIII to the Orph.n.' Court
ADMIN-
IITRA IIVf.
CORRECTlONSI F.ctual error, dllcav.red on thll I......."t .hould b. Iddr....d In writing tOI PA D.p"rt.."t 0' Alvlnu.,
lIurlllu 0' Indlvldu,1 Tall", A"HI Pelt h......nt A...,I.w Untt, Dapt. 210601, Itllrrhburg, PA I71ZI-OU1,
Phonl (7171 717-6505. S.. P"gl ! of thl bookl.t "InttrucUon' for Inherltanc. Tax Raturn for I Allld.nt
D'Cldant" (REY.ISOI) for an Illpllnltlon of Id.lnlttr,tl..,alv corr.ct.bla ,rror..
;tEHAl TV I
Tha 15:< t.1C a."uty non-partlclp.tlon plneity I. co.pulld on thl total of thl tall and Inttr..t fl......d, Ind not
plld he'orl Jlnu.rv la, 1996, the flrtt day afttr the .nd of thl talC ..nutv plrlod. Thh non"ptrtlolp.tlon
p.n.1 tv h .ppul.bh In the .... unntr end In the thl .... t I.. par lad lit you would I'lPPIIl 'hi tlY. Ind Inttrllt
th.t hll bien .......d II Indlcllt.d 011 thlt Ilotlr;I,
IN1ERU!'
Addltla".1 P.nnlvlvlnl. Eltat. TalC a......d all n ruult of a ch.nga on thl rldtrll Estltl Till olo.lng
litter bleol" dlUnqulnt .t thl t1Cplratlon of on. (1) lIonth fro' the dill thl final noUe. of thl Inor....
In F.der_1 E.tatl hI( II reoll..,ld.
TIICII ..hlch b.e... d,llnqulnt hi fore J.nllerv 1, 198Z bur Inter..t at th. rlt. of .h (6iO ptrelnt per annul
u1cul.tld et I delly rate of .aOOl6tt. All tellll which blca.. d.llnqu.nt on or lifter Jlnulrv 1, 1911 will blar
lnt"...t It I ret. which will vary fro. callndlr yur to cahnder Vlllr with thlt rat. .MOunc.d hv thl PA
DtPart..nt of R.v.nlll, Th. appl1clbl. Interett "t.. for 1982 through 1996 lrel
!!!! Intar..t Aatl Dally Inter..' Factor ~ Tnttrut Aet. D.lly Int.rllt ractor
1~1l m .00051,1 19&1 9X ,0001.1
\9n 16l .0004lA 1911-1991 m ,OOOSOI
1984 m .000501 1991 9X ,000141
19B5 m .000156 1995-199. IX .000\91
19.. 10l ,00011' 199\-1996 9X .000141
'.Interllt It e'leullt.d II folloWl1
INTEREST' 8ALANCE OF TAM UNPAIO M NUNSER OF OAYS OELIIlQUENT M DAILV INTEREST FACTOR
.-Anv Hcllell Itluld .ftlr the teIC bIOC..I dlllnqutnt will r.fl.ot IIn lnttr..t ClQlculat!Of'I to flft,an US) d.y.
beyond the d.l. of 'hi ........n" If pay..nt It II/ld. afhr the lnt.rut co.putltlon date .hl)wn 0"1 thl
Notlc., .ddltlonll Intlrl.t IIUI' bt a.leultt.d.
.
.--
,
..
()(,
, ,
, ,
:-n
1111
STAT~.L~..EPORT UNDER RULE 6.12 r'
l ~I
Nllme of Decedentl_liJ1\1.Ji:-I:..'--L-' !5t0- A /11 {~ )1111~A/
Date of Deathl / I/l~ :.'; -
Will No. /;;1if0~//')(:" Admin, No,,/I~lI .' /()(J..J
pursu&nt to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the follow.lng with respect to completion of
the administration of the above-captioned estatel
1. State whether administration of the estate is complete I
Yes+__ No__
2, If the answer is No, state when the personal
representative reasonably believes that the administration will be
completer
), If the answer to Nc). 1 is Yes, state the following I
a, Did the personal representative file a final
account with the Court? Yes X' No__
b. The separate Orphans' Cuurt No, (if any) for
the personal representative's account iSI
c, Did the personal representative state an .
account informally to the parties in J.nternst? Yes No X
-- / '
d. Copies of receipts, releases, joinderD and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may b,e attached :o~,hiS _~eport. I A
( 111<'1- (, ,-rll'II>" 6nl,l/c A, II '
- -'.. '." / , /,' I /f~
"'.,--'- (1.(":1 . ,~;', (/,(,./,~ (' ."l~;,,(,-,.r' -r'; 1/
Sign ture C:.,),C,ftl)/J'/i)i('
) -r I) I
).,.,) I ') (" (.{', It: - /l/l) 1-)
Name (Please type or print)
{:.(~ ~Id' /(1 J I //6?.' fA 111 oX/
Address I ' '
Datel
( 71 !J ,'.) :', '-I
Tel. No,
;) 1] - -
" ,', ~')
,
Capac it. Y I
X Personal Representative
,
Counsel for personal
representative
(MAH lrmf/ AM3)
In
{
YINY^1J.SNNlcI 110 Hl'YlMNOI'O'~O:)
.
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
.JAil UARy...J<.2.J~,J 9.2.tL
I, MRry (', I.ewl~, ReMI~ter for I'rohllle of Wills and grunting Lellers of Administration
fm the County of CnmhcrlRlld, IlIthc ('ommonwelllth of l'enl1!ylvanlll, do hcrchy ccrtlfy the foregoing to be
tfue and accurllte copies of the
FI RST ANn F 1 NAt, __~~~!.lI.~'L.!l~.JI.I::t<:l',~J ,~~_'-'~_JI~~N.~_m~__t\N.!l.J:QR"JrLI\:!:IlIL.llANK_dLA.u.....c.o=..
_ EXECUTOR~m'..!!~.liSTA'I'E _(n' .!i~.!;'K1':R..!,~___IlR!~}:!t.ttAN.L-'-~f!'!'.!L OF, UPPER AI,I,EN TOWNSHIP.L-
...2!!MBERLAND COUNTY, PENNSY I,VAN 1 A..1__l!t:~~:A_~~\.l_~_ ,___u _..._
a~ the !lIml' were pllssed and Rdvertlsed and remain 011
file and of I cwrd Inlhls office,
IN TESTIMONY WIHlREOF, I have hereunto ~et
my hand and offlclRI senl the date Rbovc,
Q22U4___[!., Y ~
(I J Mllry C. L~r of Wills
NOW TO WIT, JAN ,:36 ,19..2.L_, came Into Conrt.J!EA'LRICF. .J. BRRNNRMAN ANIlJ:ORR~TATRS
BANK, N.A., CO-EXECUTORS.
. alld prescnted anaccounl and slatement of rrof:osed dMrubutlon,
which were examined, pRmd, Rpproved, Rnd eonfirmcd with a bRlallce In his hands of $ J 27.61
and thc accounlRnt was directed to dlstrlhulc said balance In aecordaoce with the
statcment ot' dl~trlbution filed.
((/}1#' tJ.
-It- ~
Ma~wls, Clcrk of
COMMONWEALTH OF PENNSYLVANIA (55
COUNTY OF CUMBERLAND \
I, Mary C, Lewis, Clcrk of the Orphan~' Court, In and for said County, do hereby certify
thc foregoing to be a trnc copy of lhe account nnd ~tatement of proposed distribution of
BEATRICE ,J, BRENNEMAN 1\N.!LQQ!lli~TA'rES IlhN~_tLA.L.L..J:Q=-EXEc.llIORS..
as full and entire as the same remain on file and record
In this office.
IN TESTIMONY WHEREOF, I have hereunto set
my hand and official seal at Carll!le, this .-;~th
day of ,JANUARY _ 19 ,2,L
/~.)Yl " (2.~
-Ll-ff-ary C cwls, Clerk of I c Orphans Court
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STATUS REPORT UNDER RULE 6.12
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Name of Decedent I WA1,TER r'_.!l~EMAN
Date of Deathl November 29, 1994
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Will No. 21-1994-1060
Admin. No,
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Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the ahove-captioned estatel
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State whether administration of the estate is complete I
Yes --X....__ No __,_____
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2. If the answer is No, s tato when the personal
representative reasonably believes that the administrat.lon will be
complete I
3. If the answer to No, 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes~_ No____
b. The separate Orphans' Court No, (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes No
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 l~. ;lj , J?fJ 1/iL IJ J If //.'
I Sfgnature 1i-'l/JfII1-
William H. Neff, Jr., Esquire
Name (Please type or print)
c/o Stock and Leader
P. 0, Box 5167, York, PA 17405-5167
Address --
(717) 846-9800
Tel. No.
Capac it Y I
Personal Representative
x
Counsel for personal
repr.esentative
(MAHnmUAM3)
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