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Home My WebLink About95-00564 '''''.}' ~..;^' >'" '.:-. , ' ~,' ' t ': 'I: ~,!'" ""'11"'.:< ",,:':'. " , , " '.~ l! \ (.~ .'1 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate 01 COlEMAN HEAPEL No.;;) 1- 95-.!Z J{ Deceased SOclal5ecurtty No. 171.32-4642 MARGARET HERPEL pelUlonet. who 1I1B y..... of ege or older. applies for. (COMPLETE 'fl.' OR '8' BELOW:) I;I A. Probate and Grant 01 Lettere and aver that petttloner(B) 181 are the executIlls. named In the Last Will 01 the Decedent, dated Julv 30. 1993 Slate relevant clrcumslances, e.g., ",nunolatlon. death of execulor, etc. Except as follows. Decedent did not many, wu not divorced. and did not have a child bom or adopted altar execution of the documents offered lor probata: wu not the victim of a killing and wu never adjudicated Incompetant: iii B. Grant 01 Lettere 01 Administration C . T . A. (d.b.n.o.t.a.: pendanle lIIe; durente abaen11a: du",nta mlnoritst.) petttloner(e) after a proper search haBI have BBCertalned that Decedent left no Will and was survived by the lollowlng spouse (II any) and helre; Name Relationship Realdenoe nacaaaary. Decedent was domiciled at death In Cumberland County, Pennsylvania, wtth hlsl her last lamlly or principal resldence at 11 Gale Circle. Camo Hili. Pennsvlvanla 17011 (1I$tstlllet, numbar and munlclpellty) Decedent, then elahtv.three (B31 years 01 age, died June 2.1!lll2. at Leader Nurslna Home. Camo Hili. Pennsvlvanla 17011 (location) Decad.nt at dealh owned properly with asUmst.d values as follows: (11 domlcll.d In PAl All personsl property .... . . . .. . . . . . . .. . .. . .. .. . .. ... . 320.000.00 (11 not domlcllad In PAl P.l1Onsl property In P.nnsylvanla . . . . . . . . . . . . . . . . . . . . . . ., · (II not domiciled In PAl Personsl property In County ............................ · Valu.ofreal aslat.In p.nnsylvanla..................................................... · Total ................................................................. · 320.000.00 Real Eslat. sltu.ted as lollows: Wherefo",. P.Ullonar(s) respectlully ",quast(s) the probate 01 the lall Will .nd Codlcll(s) presenled with this P.t11lon .nd the g",n1 01 letters In th. approp<lat. lorm to the undBl1lgnad: Typed or prlnt.d name and I8Sld.noe M.rg....t Harpel. 11 Gale Clrcl.. Camp HIli, P.nnsylvanla 17011 Commonwealth of Pennsylvania County of Cumberland The Petttlon9l' above-named sweare and affirms that the statements In the loregolng Petition are true and correct to the best 01 the knowledge and belief 01 Petltloner(s) and that, as personal representative 01 the Decedent, Petitioner will well and truly administer the estate according to law. SWom to and affirmed and subscribed 111L7t1 !fi -J1'ri~1L before me this 25TH day 01 ~j,g 7Y}1J/ r:JR ~ ~ I UL.~J d~ II . fJ. 717. 0tn Dft-"<j' Y C. LEWIS . U No. 21 - 95 - 564 Estate 01 COlEMAN HERPEl. Deceased Social Security No: 171-32-4642 Date 01 Death: Julv 2. 1995 AND NOW, Julv 31 . ~ In consideration of the Petlllon on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary m of Administration C. T .A d.b.n.o.t.; pendante lIle: durante ablantla; durante mlnoritale are hereby granted to MARGARET HERPEL in the above estate and that the Instrument(s) dated Julv 30. 199.a described In the Petition be admitted to probate and filed of record as the last WlII of Decedent. FEES L.etters......... 0...1.'.... I...... $ 270.00 Short Certlficate(s)..I.R:... $ 45.00 Renunciation.................. $ 5.00 Affidavit ( )'"............... $ Extra Pages ( )............ $ 54.00 Codlcll.......................... $ JCP Fee........................ $ 5.00 Inventory....................... $ Other.................,.......... $ TOTAL............... $ 379.00 7l0'if{J X?",;, , f!.J fJmfO#<lff~ Register 01 Willa MARY C. LEWIS Mark R. Parthemer 50875 315 North Front Street, P.O. Box 741 Harrlsburg, PA 17108-0741 Telephone: (717) 236-93n Attorney: 1.0. No: Address: Mailed letters and order to attorney on 8-1-95. 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Payable to Trust A , .. 2 ITEM V ( 1) (2) ReBiduarv Disoosition if mv Wife Shall Survive Mel Creation of Trust B . . . . . . . . . . . . . . . . Residuarv Disoosition if mv Wife Shall Not Survive Me: Creation of Trust Band Share B ..,. , . . ITEM VI Trust A Introductorv Provision , . . . , . . . . . , . . (1) Direction to Pay All Income to Wife . , . . . . . . (2) Discretionarv Pavrnents of Princioal bv Trustee for Benefit of Wife . . . . . . . . . . . . . . . . . (3) Provisions for Withdrawal of $5.000 or 5% bv ~.............,........ (4) Power in Wife to Cause Nonoroductive prooertv to Be Made Productive . . . . . . . . . . . . . . . (5) General Power of Aooointment in Wife '" . , . (6) Default Clause to Pay Taxes Attributable to Trust A and Balance Over to Testator's Issue in Event Power of Aooointment Not Exercised , , . . . , . ITEM VII Trust B Introductory Provision , . . . . . . . . , 5 (1) Pavrnent to Wife of All Income . . . . , . . . 5 (2) Discretionarv Pavrnents of princioal for Wife 5 (3) Limited Withdrawal bv Wife . , . . 5 (4) Division Into Shares for Children , . . . 6 1 3 3 3 3 4 4 4 4 ! I I , r 4 : , I I I I I- ~ ., " ITEM VII I share B to Testator Issue . . . . . . . . . . . . . . ITEM IX Namin~ the personal Reoresentative and Trustee, ~ersonal Reoresentative and Trustee succession. ~ersonal Reoresentative and Trustee's Fees and ~tber Matters . . . . . . . . . . . . . . . . . . (1) Namina an Individual Personal Reoresentative and Trustee . . . . . . . . . . . . . . . (2) Fee Schedule for Individual Personal Reoresentative and Trustee (3) Limitations on Trustees. ..... ITEM X Definition of PerBonal RepreBentative and Trustee , ". 7 ITEM XI Powers for Personal Representative and Trustee , , , " 7 ITEM XII Marital Deduction Savings Clause for Trust A , , , . . , 11 ITEM XIII Provision for Trustee to Act as Trustee for Beneficiary Under Age Twenty-One ,......",..,' 11 ITEM XIV Trustee's DiBcretion in Making payments to a Person Under Age Twenty-One, Incompetent, or Incapacitated Person ....... . . . . . . ITEM XV Discretion Granted to Personal Representative in Reference to Tax Matters .,...", . . . . ITEM XVI DiBcretion in Trustee to Terminate Small Trust and Distribute to Income Beneficiary ..". , . . ITEM XVII Definition of Children . . . . . . . . . . . . . . . . . 6 6 6 6 6 12 12 13 13 LAST WILL AND TESTAMENT OF COLEMAN HERPEL Introductory Clause. I, Coleman Herpel, a resident of and domiciled in the Township of East Pennsboro, County of Cumberland and Commonwealth of Pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. I am married to Margaret Herpel, I have four living children: Anne H, Kepler, Gretchen H. stein, Karl M. Herpel, and John H. Herpel. ITEM I Direction to Pay Debts. I direct that all my legally enforceable debts, secured and unsecured, be paid as soon aB practicable after my death, ITEM II Direction to Pay All Taxes from Residuary Estate, I direct that all estate, inheritance, succession, death or Bimilar taxes (except generation-skipping transfer taxes) assessed with reapect to my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this my Last Will (which term wherever used herein shall include any Codicil hereto), or on any insurance upon my life or on any property held jointly by me with another or on any transfer made by me during my lifetime or on any other property or interests in property included in my eBtate for such tax purposes be paid out of my residuary estate and shall not be charged to or against any recipient, beneficiary, transferee or owner of any such property or interests in property included in my estate for such tax purposes, ITEM III General Beauest of Personal and Household Effects With a Precatorv Memorandum. I give and bequeath all my personal and household effects of every kind including but not limited to furniture, appliances, furniBhings, pictures, silverware, china, glass, books, jewelry, wearing apparel, boats, automobileB, and other vehicles, and all policies of fire, burglary, property damage, and other insurance on or in connection with the use of this property, to my wife, Margaret Herpel, if she shall survive me, If my wife shall not survive me, I give and bequeath all this property to my children surviving me, 1n approximately equal shares; provided, however, the issue of a deceased child , ':~ '\ surviving me shall take per stirpes the share their parent would have taken had he or she survived me. If my issue do not agree to the division of the property among themselves, my Personal RepreBentative shall make such division among them, the decision of my Personal RepreBentative to be in all respects binding upon my iSBue, I requeBt that my wife, my Personal Representative and my issue abide by any memorandum by me directing the disposition of this property or any part thereof. This request is precatory and not mandatory. If any beneficiary hereunder is a minor, my Personal Representative may distribute such minor's share to such minor or for such minor's use to any person with whom such minor is residing or who has the care or control of such minor without further responsibility and the receipt of the person to whom it is distributed shall be a complete discharge of my Personal Representative. ITEM IV Maximum Marital Deduction. Pecuniarv Formula Beauest. Maximize Unified Credit. Pavable to Trust A. If my wife, Margaret Herpel, shall survive me, I give, devise and bequeath to my Trustee hereinafter named cash, Becurities or other property of my estate (undiminished by any estate, inheritance, succession, death or similar taxes) having a value equal to the maximum marital deduction as finally determined in my federal estate tax proceedings, less the aggregate amount of marital deductions, if any, allowed for such tax purposes by reason of property or interests in property passing or which have passed to my wife otherwise than pursuant to the provisions of this Item; provided, however, the amount of this bequest shall be reduced by the amount, if any, needed to increase my taxable estate (for federal estate tax purposes) to the largest amount that, after allowing for the unified credit against the federal estate tax, and the state death tax credit against such tax (but only to the extent that the UBe of Buch state death tax credit does not increase the death tax payable to any state), will result in the smallest (if any) federal estate tax being imposed on my estate. The term "maximum marital deduction" shall not be construed aB a direction by me to exercise any election respecting the deduction of estate administration expenses, the determination of the estate tax valuation date, or any other tax election which may be available under any tax laws, only in such manner as will result in a larger allowable estate tax marital deduction than if the contrary election had been made. My Personal Representative shall have the sole discretion to select the assets which shall constitute this bequest, In no event, however, shall there be included in this bequest any asset or the proceeds of any asset which will not qualify for the federal estate tax marital deduction, and this bequest shall be reduced to the extent that it cannot be created with such qualifying assets. My Personal Representative shall value any asset selected by my Personal Representative for distribution in kind as a part of this bequest 2 at the value of Buch asset at the date of distribution of such aSBet. This bequest shall be administered by my Trustee under the terms of Trust A as hereinafter set forth. ITEM V I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devises) wherever situate and whether acquired before or after the execution of thiB Will as follows: (1) Residuarv DisDosition if mv Wife Shall Survive Me: Creation of Trust B. If I am survived by my wife, my entire residuary estate shall be held, administered and diBtributed under Trust B, (2) Residuarv Disoosition if mv Wife Shall Not Survive Me: Creation of Trust Band Share B, If my wife Bhall not survive me, my Personal Representative shall divide my residuary estate into Two (2) separate shares, hereinafter designated as "Trust B" and "Share B". Trust B shall be a fraction of my residuary estate (undiminished by estate, inheritance, succession, death or similar taxes), the numerator of which shall be an amount equal to my available generation-skipping transfer exemption as hereafter defined and the denominator shall be an amount equal to the value of my residuary estate. For purposes of establishing such fraction the values as finally determined in my federal estate tax proceedings shall be used. I recognize that the numerator of such fraction may be zero, in which case no property shall be distributed under this paragraph to Trust B, I also recognize that the numerator of such fraction may be equal to or greater than the denominator, in which case my entire residuary estate shall be distributed to Trust B, Share B shall be the balance of my residuary estate. Trust B shall be administered as hereinafter set forth. Share B shall be distributed as hereinafter set forth. ITEM VI Trust A Introductorv Provision. Trust A shall be held, administered and distributed as follows: (1) Direction to pav All Income to Wife. Commencing with the date of my death, my Trustee shall pay to or apply for the benefit of my wife during her lifetime all the net income from Trust A in convenient installments but no less frequently than quarter-annually. J (2) Discretionarv Payments of principal bv Trustee for Benefit of Wife. In addition, my Trustee may pay to or apply for the benefit of my wife such sums from the principal of Trust A as in its sole discretion shall be necessary or advisable from time to time for the medical care, education, support and maintenance in reasonable comfort of my wife, taking into conBideration to the extent my Trustee deems advisable, any other income or resources of my wife known to my Trustee. (3) Provisions for Withdrawal of $5.000 or 5% bv Wife. In addition to the income and discretionary payments of principal from this Trust, there shall be paid to my wife during her lifetime from the principal of this Trust upon her written request during the last month of each fiscal year of the trust an amount not to exceed during such fiscal year the greater of Five Thousand ($5,000,00) DollarB or Five (5\) percent of the total value of the principal of Trust A on the last day of such fiscal year without reduction for the principal payment for such fiscal year. This right of withdrawal is noncumulative, so that if my wife does not withdraw, during such fiscal year, the full amount to which she is entitled under this Paragraph, her right to withdraw the amount not withdrawn shall lapse at the end of that fiscal year, (4) Power in Wife to Cause Nonproductive Property to Be Made Productive. My wife may at any time by written notice, require my Trustee either to make any nonproductive property of this trust productive or to convert such nonproductive property to productive property within a reasonable time, (5) General Power of Aopointment in Wife. Upon the death of my wife, the entire remaining principal of Trust A, together with any accrued and undistributed income therefrom, shall be paid over, conveyed and distributed to or in trust for such appointee or appointees (including the estate of my wife), in such manner and in such proportions as my wife may appoint in and by the Last Will of my wife, making specific reference to the power of appointment herein conferred upon her. In disposing of Trust A, my Trustee shall be protected in relying upon an instrument admitted to probate in any jurisdiction as the Last Will of my wife or in acting upon the assumption that my wife died intestate in case my Trustee has no notice of the existence of a Will of my wife within Six (6) months after the death of my wife. (6) Default Clause to pav Taxee Attributable to Trust A and Balance Over to Testator's Issue in Event Power of Appointment Not Exercised. In default of the exercise of such power of appointment by my wife, or insofar as any part of such Trust shall not be effectively appointed, then upon the death of my wife, the entire remaining principal of Trust A, or the part of I I i. 4 such trust not effectively appointed, shall be distributed as follows: (a) If my wife has not specifically exercised her power of appointment to pay any part of the estate, succession, death or similar taxes assessed with respect to the assets of Trust A, then my Trustee shall pay to the personal representatives of my wife's estate for the purposes of paying such taxes the amount by which such taxes assessed by reason of her death shall be increased as a result of the inclusion of the assets of Trust A in her estate for such tax purposes. (b) The balance of the principal of Trust A or all of the principal of Trust A if no amount is distributed under subparagraph (a) shall be divided into equal shares so as to provide One (1) Bhare for each then living child of mine and One (1) share for each deceaBed child of mine who shall leave issue then living, The share provided for a living child of mine shall be distributed to such child, The share provided for a deceased child of mine who shall leave issue then living, shall be distributed per stirpes to such issue, ITEM VII Trust B Introductorv Provision. Trust B shall be held, administered and distributed as follows: (1) Pavment to Wife of All Income. If my wife shall survive me, then commencing with the date of my death, my Trustee shall pay to or apply for the benefit of my wife during her lifetime all the net income from Trust B in convenient installments but no less frequently than quarter-annually. (2) Discretionarv Pavrnents of Principal for Wife, If my wife shall survive me, and if there is no principal remaining in Trust A, ~y Trustee may pay to or apply for the benefit of my wife during her lifetime, such sums from the principal of Trust B as in its sole discretion shall be necessary or advisable from time to time for the medical care, education, support and maintenance in reasonable comfort of my wife, taking into consideration to the extent my Trustee deems advisable, any other income or resources of my wife known to my Trustee. (3) Limited Withdrawal bv Wife, If there is no principal remaining in Trust A, then, in addition to the income and discretionary payments of principal from this Trust, there shall be paid to my wife during her lifetime from the principal of this Trust upon her written request during the last month of each fiscal year of the Trust an amount not to exceed during such fiscal year the greater of Five Thousand ($5,000.00) Dollars or Five (5%) per cent of the total value of the principal of Trust B on the last day of such fiscal year without reduction for the 5 principal payment for such fiscal year, This right of withdrawal is noncumulative, so that if my wife does not withdraw, during such fiscal year, the full amount to which she is entitled under this Paragraph, her right to withdraw the amount not withdrawn shall lapse at the end of that fiscal year, (4) Division Into Shares for Children. upon the death of the survivor of my wife and me, my Trustee shall divide this TruBt as then constituted into equal separate shares so as to provide One (1) share for each then living child of mine and one (1) share for each deceased child of mine who shall leave issue then living. Each share for a living child of mine shall be distributed to such child. Each share for a deceased child who shall leave issue then living shall be distributed per stirpes to such issue. ITEM VIII Share B to Testator Issue. Share B shall be diBtributed to my surviving children in equal shares, provided, however, the then surviving issue of a deceased child of mine shall take per stirpes the share their parent would have taken had he or she survived me, ITEM IX Naminq the Personal Reoresentative and Trustee. Personal Reoresentative and Trustee Succession. Personal Reoresentative and Trustee's Fees and other Matters. The provisions for naming the Personal Representative and Trustee, Personal Representative and Trustee succession, Personal Representative and Trustee's fees and other matters are set forth below: (1) Namino an Individual Personal Reoresentative and Trustee. I hereby nominate, constitute, and appoint as Personal Representative and Trustee of this my Last Will and Testament George D. Kepler, Jr. and direct that he shall serve without bond. (2) Fee Schedule for Individual Personal Reoresentative and Trustee. For its services as Personal RepreBentative and Trustee, my individual Personal Representative and Trustee shall receive reasonable compensation for the services rendered and reimbursement for reasonable expenses, (3) Limitations on Trustees. No person who at any time is acting as Trustee hereunder shall have any power or obligation to participate in any discretionary authority which I have given to the Trustee to pay principal or income to such person, or for his or her benefit or in relief of his or her legal obligations, 6 ITEM X Definition of Personal Representative and Trustee. Whenever the word "PerBonal Representative" and/or the word "Trustee", or any modifying or substituted pronoun therefor are used in this my Will, such words and respective pronouns shall include both the Bingular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Personal Representative and/or Trustee named herein and to any successor or substitute Personal Representative and/or Trustee acting hereunder, and such successor or substitute Personal Representative and/or TruBtee shall possess all the rights, powers and duties, authority and responsibility conferred upon my Personal Representative and/or Trustee originally named herein. ITEM XI Powers for Personal Representative and Trustee, My Personal Representative and Trustee is authorized in its fiduciary discretion (which shall be subject to the standard of reasonableness and good faith to all beneficiaries) with respect to any property, real or personal, at any time held under any provision of this my Will and without authorization by any court and in addition to any other rights, powers, authority and privileges granted by any other provision of this my Will or by statute or general rules of law: (1) To retain any property or undivided interests in property owned by me at the time of my death, including residential property and shares of my Personal Representative's or Trustee's own stock, regardless of any lack of diversification, risk or nonproductivity, as long as it deems advisable, and to exchange any such security or property for other securities or properties and to retain such items received in exchange, although said property represents a large percentage of the total property of my estate or the Trust Estate or even the entirety thereof. (2) To invest and reinvest all or any part of my Estate or the Trust Estate in any property and undivided interests in property, wherever located, including bonds, debentures, notes, secured or unsecured, stocks of corporations regardless of class, interests in limited partnerships, real estate or any interest in real estate whether or not productive at the time of investment, interests in trusts, investment trusts, whether of the open and/or closed fund types, and participation in common, collective or pooled trust funds of my Personal Representative or Trustee, insurance contracts on the life of any beneficiary or annuity contracts for any beneficiary, without being limited by any statute or rule of law concerning investments by fiduciaries. . . 7 (3) To Bell or dispose of or grant options to purchase any property, real or personal, constituting a part of my estate or the Trust Estate, for caBh or upon credit, to exchange any property of my estate or the Trust Estate for other property, at such times and upon such terms and conditionB as it may deem beBt, and no person dealing with it shall be bound to see to the application of any monies paid. (4) To hold any securities or other property in its own name as Personal RepreBentative or Trustee, in its own name, in the name of a nominee (with or without disclosure of any fiduciary relationship) or in bearer form. (5) To keep, at any time and from time to time, all or any portion of my Estate or the Trust Estate in cash and uninvested for such period or periods of time as it may deem advisable, without liability for any loss in income by reason thereof, (6) To sell or exercise stock subscription or conversion rights, (7) To refrain from voting or to vote shares of stock owned by my Estate or the Trust Estate at shareholders' meetings in person or by special, limited, or general proxy and in general to exercise all the rights, powers and privileges of an owner in respect to any securities constituting a part of my Estate or the Trust Estate. (8) To participate in any plan of reorganization or consolidation or merger involving any company or companies whose stock or other securities shall be part of my Estate or the Trust Estate, and to deposit such stock or other securities under any plan of reorganization or with any protective committee and to delegate to such committee discretionary power with relation thereto, to pay a proportionate part of the expenses of such committee and any assessments levied under any such plan, to accept and retain new securities received by my Personal Representative or Trustee pursuant to any such plan, to exercise all conversion, subscription, voting and other rights, of whatsoever nature pertaining to such property, and to pay any amount or amounts of money as it may deem advisable in connection therewith. (9) To borrow money and to encumber, mortgage or pledge any asset of my estate or the Trust Estate for a term within or extending beyond the term of the trust, in connection with the exercise of any power vested in my Personal Representative or Trustee, (10) To enter for any purpose into a lease as lessor or lessee with or without option to purchase or renew for a term within or extending beyond the term of the trust, 8 (11) To subdivide, develop, or dedicate real property to public use or to make or obtain the vacation of plats and adjust boundarieB, to adjust differences in valuation on exchange or partition by giving or receiving consideration, and to dedicate easements to public use without conBideration, (12) To make ordinary or extraordinary repairs or alterations in buildings or other structures, to demolish any improvements, to raze existing or erect new party walls or buildings. (13) To continue and operate any business owned by me at my death and to do any and all things deemed needful or appropriate by my Personal Representative or Trustee, including the power to incorporate the buainess and to put additional capital into the busineBs, for such time aB it shall deem advisable, without liability for lOBS resulting from the continuance or operation of the business except for its own negligence; and to close out, liquidate or sell the business at such time and upon such terms as it shall deem best. (14) To collect, receive, and receipt for rents, issues, profits, and income of my EBtate or the Trust Estate, (15) To inBure the as Bets of my Estate or of the Trust Estate against damage or loss and my Personal Representative or Trustee against liability with respect to third persons, (16) In buying and selling assetB, in lending and borrowing money, and in all other transactions, irrespective of the occupancy by the same person of dual positions, to deal with itself in its separate, or any fiduciary, capacity, (17) To compromise, adjust, arbitrate, sue on or defend, abandon, or otherwise deal with and settle claims in favor of or against my Estate or the Trust Estate as my Personal Representative or Trustee shall deem best. (18) To employ and compensate agents, accountants, investment advisers, brokers, attorneys-in-fact, attorneys- at-law, tax specialists, realtors, and other assistants and advisors deemed by my Personal Representative or Trustee needful for the proper administration of my Estate or the Trust Estate, and to do so without liability for any neglect, omission, misconduct, or default of any such agent or professional representative provided such person was selected and retained with reasonable care. (19) To determine what shall be fairly and equitably charged or credited to income and what to principal, 9 (20) To hold and retain the principal of my Estate or the Trust Estate undivided until actual division shall become necessary in order to make distributions; to hold, manage, invest, and account for the several shares or parts thereof by appropriate entries on my Personal Representative's or Trustee's books of account; and to allocate to each Bhare or part of share its proportionate part of all receiptB and expenses; provided, however, the carrying of several truBts as one shall not defer the veBting in title or in possession of any share or part of share thereof. (21) To make payment in cash or in kind, or partly in cash and partly in kind upon any division or distribution of my Estate or the Trust Estate (including the satisfaction of any pecuniary distribution) without regard to the income tax basis of any specific property allocated to any beneficiary and to value appraise any asset and to distribute such asset in kind at appraised value; and when dividing fractional interests in property among several beneficiaries to allocate entire interests in some property to one beneficiary and entire interestB in other property to another beneficiary or beneficiaries. and its (22) To exercise any power herein granted with reference to the control, management, investment or disposition of my Estate or the Trust Estate either as Personal RepreBentative or Trustee without having to declare in which capacity it is acting. (23) In general, to exercise all powers in the management of my Estate or the Trust Estate which any individual could exercise in his own right, upon such terms and conditions as it may reasonably deem best, and to do all acts which it may deem reasonably necessary or proper to carry out the purposes of this my Will. (24) To combine assets of two or more trusts if the provisions and terms of each trust are substantially identical, and to administer them as a single trust, if my Trustee reasonably determines that the administration as a single trust is consistent with my intent, and facilitates the trust's administration without defeating or impairing the interests of the beneficiaries. (25) To divide any trust into separate shares or separate trusts or to create separate trusts if my Trustee reasonably deems it appropriate and the division or creation is consistent with my intent, and facilitates the trust's administration without defeating or impairing the interests of the beneficiaries, (26) To divide property in any trust being held hereunder with an inclusion ratio, as defined in section 2642(a)(1) of the Internal Revenue Code of 1986, as from time to time amended or 10 under similar future legislation, of neither one nor zero into two separate trusts representing two fractional shares of the property being divided, one to have an inclusion ratio of one and the other to have an inclusion ratio of zero; to create trusts to receive property with an inclusion ratio of either one or zero and if this cannot be done to refuse to accept property which does not have a matching inclusion ratio to the receiving trust's ratio, all as my Trustee in its sole discretion deemB best, (27) To elect to allocate any portion or all my generation- skipping transfer exemption provided for in Code section 2631 or under similar future legislation, in effect at the time of my death, to any portion or all of Trust B or any other trusts or bequests in my Will or any other transfer which I am the transferror for purposes of the generation-skipping tax, Generally, I anticipate that my PerBonal Representative will elect to allocate this exemption first to direct skips as defined in Code section 2612, then to Trust B, unless it would be inadviBable based on all the circumstances at the time of making the allocation; and to make the special election under section 2652(a)(3) of the Code to the extent my Personal Representative deems in the best interest of my estate. ITEM XII Marital Deduction Savinas Clause for Trust A. It is expressly provided that the grant of rights, powers, privileges and authority to my Personal Representative and Trustee in connection with the imposition of duties upon my Personal Representative and Trustee by any provision of this my Will or by any statute relating thereto shall not be effective if and to the extent that the same, if effective, would disqualify the marital deduction as eBtablished in Trust A hereof. It is my intention that my wife under the provisions of Trust A have substantially that degree of beneficial enjoyment of the Trust Estate during her lifetime which the principles of the law of trusts accord to a person who is unqualifiedly designated as the life beneficiary of a trust and my Trustee shall not exercise its discretion in a manner which is not in accord with this expressed intention, My Personal Representative and Trustee shall invest the Trust Estate so that it will produce for my wife during her lifetime an income or use which is consistent with the value of the Trust Estate and with its preservation. It is expressly provided that my Trustee shall not in the exercise of its discretion make any determination inconsistent with the foregoing. ITEM XIII Provision for Trustee to Act as Trustee for Beneficiarv Under Aoe Twentv-One. If any share hereunder becomes distributable to a beneficiary who has not attained the age of Twenty-one (21) years, such share shall immediately vest in the 11 beneficiary, but notwithstanding the provisions herein, my Trustee shall retain possession of the share in trust for the beneficiary until the beneficiary attains the age of Twenty-one (21) years, using so much of the net income and principal of the share as my Trustee deems necessary to provide for the proper medical care, education, support and maintenance in reasonable comfort of the beneficiary, taking into consideration to the extent my Trustee deems advisable any other income or resources of the beneficiary or his or her parents known to my Trustee. Any income not so paid or applied shall be accumulated and added to principal, The beneficiary's share shall be paid over and distributed to the beneficiary upon attaining age Twenty-one (21), or if he or she shall sooner die, to his or her personal representatives, My Trustee shall have with respect to each share so retained all the powers and discretions it had with respect to the trusts created herein generally. ITEM XIV Trustee's Discretion in Makino Payments to a Person Under Aoe Twentv-One. Incomoetent. or Incaoacitated Person. In case the income or principal payment under any trust created hereunder or any share thereof shall become payable to a person under the age of Twenty-one (21), or to a person under legal disability, or to a person not adjudicated incompetent, but who, by reason of illness or mental or physical disability, is, in the opinion of my Trustee unable properly to administer such amounts, then such amounts shall be paid out by my Trustee in such of the following ways as my Trustee deems best: (1) directly to the beneficiary; (2) to the legally appointed guardian of the beneficiary; (3) to some relative or friend for the care, support and education of the beneficiary; (4) by my Trustee using such amounts directly for the beneficiary's care, support and education. Provided, however, that my Trustee shall not make any payment from Trust A under (3) above. ITEM XV Discretion Granted to Personal Reoresentative in Reference to Tax Matters. My Personal Representative as the fiduciary of my estate shall have the discretion, but shall not be required when allocating receipts of my estate between income and principal, to make adjustments in the rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Personal Representative believes has had the effect, directly or indirectly, of preferring one beneficiary or group of beneficiaries over otherB; provided, however, my Personal Representative shall not exercise its discretion in a manner which would cause the loss or reduction of the marital deduction as may be herein provided. In determining the state or federal 12 estate and income taK liabilities of my estate, my Personal Representative shall have discretion to select the valuation date and to determine whether any or all of the allowable administration eKpenses in my estate shall be used as state or federal estate taK deductions or as state or federal income taK deductions and shall have the diBcretion to file a joint income taK return with my wife, ITEM XVI Discretion in Trustee to Terminate Small Trust and Distribute to Income Beneficiarv. If at any time any trust created hereunder has a fair market value as determined by my Trustee of Fifteen Thousand ($15,000.00) Dollars or less, my Trustee, in its absolute discretion if it determines that it is uneconomical to continue such trust, may terminate such truBt and distribute the trust property to the person or personB then entitled to receive or have the benefit of the income therefrom or the legal representative of such person. If there is more than one income beneficiary, my Trustee shall make such distribution to such income beneficiaries in the proportion in which they are beneficiaries or if no proportion is designated in equal shares to such beneficiaries, ITEM XVII Definition of Children. For purposes of this Will, "children" means the lawful blood descendants in the first degree of the parent designated; and "issue" and "descendants" mean the lawful blood descendants in any degree of the ancestor designated; provided, however, that if a person has been adopted, that person shall be considered a child of such adopting parent and such adopted child and his or her issue shall be considered as issue of the adopting parent or parents and of anyone who is by blood or adoption an ancestor of the adopting parent or either of the adopting parents. The terms "child," "children," "issue," "descendant" and "descendants" or those terms preceded by the terms "living" or "then living" shall include the lawful blood descendant in the first degree of the parent designated even though such descendant is born after the death of Buch parent. The term "per stirpes" as used herein has the identical meaning as the term "taking by representation" as defined in the pennsylvania Probate Code. ITEM XVII I Definition of Words Relatina to the Internal Revenue Code. As used herein, the words "gross estate," "adjusted gross estate," "taKable estate," "unified credit," "state death taK credit," "maKimum marital deduction," "marital deduction," "pass," and any other word or words which from the conteKt in 13 which it or they are used refer to the Internal Revenue Code shall have the same meaning as such words have for the purposes of applying the Internal Revenue Code to my estate. For purposes of this Will, my "available generation-skipping transfer exemption" means the generation-skipping transfer tax exemption provided in section 2631 of the Internal Revenue Code of 1986, as amended, in effect at the time of my death reduced by the aggregate of (1) the amount, if any, of my exemption allocated to lifetime transfers of mine by me or by operation of law, and (2) the amount, if any, I have specifically allocated to other property of my gross estate for federal estate tax purposes. For purposes of this Will if at the time of my death I have made gifts with an inclusion ratio of greater than zero for which the gift tax return due date has not expired (including extensions) and I have not yet filed a return, it shall be deemed that my generation-skipping transfer exemption has been allocated to these transfers to the extent necessary (and possible) to exempt the transfer(s) from generation-skipping transfer tax, Reference to Sections of the Internal Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the date of my death. ITEM XIX Simultaneous Death Provision Presumina Beneficiarv Predeceases Testator. If any beneficiary and I should die under such circumstances as would make it doubtful whether the beneficiary or I died first, then it shall be conclusively presumed for the purposes of this Will that the beneficiary predeceased me. ITEM XX Pavment of Funeral Expenses and Expenses of Last Illness of Income Beneficiarv. On the death of any person entitled to income or support from any Trust hereunder, my Trustee is authorized to pay the funeral expenses and the expenses of the last illness of such person from the principal of the Trust from which such person was entitled to income or support. ITEM XXI Spendthrift Provision. Except as otherwise provided herein, all payments of principal and income payable, or to become payable, to the beneficiary of any trust created hereunder shall not be subject to anticipation, assignment, pledge, Bale or transfer in any manner, nor shall any beneficiary have the power to anticipate or encumber such interest, nor shall such interest, while in the possession of my fiduciary hereunder, be liable for, or subject to, the debts, contracts, obligations, liabilities or torts of any beneficiary, 14 ~eBtimonium Clause, IN WITNESS WHEREOF, my hand and affixed my seal thiB )",''!: day of I have :3",..4.. I hereunto set , 1993, ~-~~ Coleman Herpel Attestation Clause, The foregoing Will was this ~ day of July , 1993, signed, sealed, pUbliBhed and declared by the Testator as and for his Last Will and Testament in our presence, and we, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date, (SEAL) .l...t.n.l.~ of c:.A.c-l" \....:;,~ I R~ / / /./71 of rre....,;'I,_." . /7 of C/,/~:~ -fA 15 PROOF OF WILL Commonwealth of Pennsylvania Self-Proving Affidavit County of Dauphin We, Coleman Herpel, and Joseph L. Baird , Mark R. Parthemer and Janet L. Anderson , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had Bigned willingly (or willingly directed another to Bign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and to the best of our knowledge the Testator was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence, Witne s Subscribed, sworn to, and acknowledged before me by Coleman Herpel, the Testator and subscribed and sworn to before me by Joseph L. Baird Mark R, Parthemer , Janet L. Anderson , witnesses, this 30th July , 1993, and day of .);......~ t. ~~(Seal) Notary Public f penns vania My Commission Expires: NOTARIAL SEAL SARAH E. APPLEBY. Notary Public My Co!"milllon E,pim 0..,. 13, 1994 Harmbur . PA OJl!' hin Crullt /..41 d Ie; 1/ 16 Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate 01 Coleman HeroeI Deceased No. 21- 95 - 564 The Undorelgned, GEORGE 0, KEpl.ER, son-In-law 01 the above Decedent, hereby renounces his right to administer the estate and respectfully requests that Lettere Testementarv be IBBUed to MARGAfET HERPEL, _TJJ...- WItness his hand thle ~day 01 ~ 1~ ~#/~ /' rge D. ler 2-00 g C (-(1;( St~ A- l..-A-fvC- Sl4re c.O LC.LE6e cPA-. " K'O I (Address) SWom to or affirmed ~ subscribed before me this /-5 day nf July, 1995. ' Not IIc 1r.lTt.!'J(,l. 5I!Al Meronotta F. Im1l1T'. /Iota.)' P"bllr. Herrf.buro. M DatlPhfo Cou.t.y H.t tawi..lO. EJtpll"Of: 1:0..,21. 1991 I,: . ,~ ,', \}!I,~>>~\, ESTATE SETI'LEMENT AGREEMENT This Agreement made this;;LL day of March, 1997, by and among, Margaret Herpel, Administratrix Df the Estate of Coleman Herpel and Anne Kepler, Trustee of the Coleman Herpel Trust, sole heir of the Estate of Coleman Herpel. In accordance with the desire that the settlement and distribution of the Estate of Coleman Herpel be resolved as expeditiously as possible and without the delay of a formal Court accounting, the undersigned, In consideration of the mutual covenants herein expressed, and of the sums received, and Intending to be legally bound hereby, agree that: 1. The said Coleman Herpel died June 2, 1995, testate. 2. The undersigned hereby agree that the entire estate be distributed as set forth In the Schedule of Distribution attached as Exhibit "A" and hereof made a part. Without Intending to limit the rights of remedies of the personal representative, the undersigned further agree to indemnify the personal representatives and save them harmless against all liability, loss and expense (including, but not limited to, costs and counsel fee) which the personal representatives may Incur, whether due to the personal representatives' negligence or otherwise, as a result of making the above distributions without formal court audit or other formal estate administration. "~~~1oi;":~T';-'';-t'".-ft.e.;;..,\id;.7.tIii;;;.i.\~'4a:;...''''>.''i;r.;;t~_~,u~...;;-j)tj~.;."". ...;""" .' - : "~O': ," ~~ ~;~- .,:;~, . ,',.,' ""<""':">"<,',,;;';:' , " ' ", ',' ,::.:.'.>..,....",':"... .'::<' . ,,' ; V'" ,..', "";",",:':: ,.,,,:;,;,,_:J{i..,,~:.';";:;, ,,'.;.....' ,,;,..' ;:"r" < <: " ;! ::' ':;'~':'~ '.'" ';,0' , ;.. ',. , .,', ., ,.',., '<:~. ;,(,<, "",' .;'..,<,:,:, ,';- ".,/:.;'y, ' , <". "'<":"":':""';:"';::" .': ,":: ,':,''':'.. ,..,.' , ,:'!:,' :,' .',;, "'1'':':'' ',c.':-, ,'. ..'~'" ,:'.. ';c:: ,,' ".""''',' ,',": "', :',':" ",:Oo:';' ,"',' :',,' ". ,'.' ,:, ,',.', .,r, ': ,:,.,>t:",:';"',,...) '.,':,.; r' " " , ' /.,.' ,..., 'Oo,' '".";"- ''''Oo,', ';', '" ;; ';,':, ::" , .. ," ,..'",'''','', :..,.:"r,.:""{;\:"}'\ ',' '.,',: ",;:::".-:".'>:'r ',' '., ""',' '.., : 1,"\';.:: '>;", ';,,' ' ,:, ..'..,,' ;';'," -,' ',:' ':' ' ':"'~<i; .. , :.,'r"l/,,~\\,. .. ";!,, ' " ' ". '}~l~: 7/ ~11~~ . ~1~1 ~;}~.'S, }~. "', , ,"', ~i:, . . " ,,", ,," ',.' _. ,;l:n.",,~:~;.. . ;\:;~y. . . '" J..;~;;:-'.::;.,;'~'.: ' , '" ' " " ' ,:,'; 3 '. _-'.r. , . ""':-,.,:'-~;,i,~..:r.. ';"" <,'" , "', , , ," "'.";";'j!.':,;,;.{,: ~,,:' \ , . ';,'" ",;', - :' ,::', :" '''': ". " ,,: , . ,.".,.'.', .,,:../.:, ,': ":,/;,;;":,:,, ',', ", '.,., ....:,0". ',},~t\~l~; .ft\ , ";;:', . . " ;, '.' ..' :..:-~J";'. i:'- ""',;" -.. : . ....." ....,.... ',"",," ..' - , .,D..!!li' . pI!; ._~5 5o.~ 1:> .; Q).~"-< ' $ '. e~I" 32' ~'gl a:~"P;: .... . Ii:' ~ Q" I, ' ,,_-. 3. The undersigned hereby forever fully release, compromise, settle and discharge any and all claims, demands, actions or causes of action, legat or equitable, absolute or contingent, vested or hereafter to accrue, which they may have against any other party hereto or against the Estate of Coleman Herpel, deceased or the personal representatives thereof, by reason of any matter, cause or thing growing out Df or relating to any property or assets of the said Estate of Coleman Herpel, or growing out of or relating to any act of the personal representatives In their Individual handling of said Estate, even if attributable to negligence, and agrees that any period for the limitation of actions for the collection or any erroneDUS distribution or distributions shall commence only at such time as the personal representatives shall have obtained actual knowledge of such erroneous distribution and that In no event shall the period of coliection of any erroneDUS distribution be less than two years after the actual discovery thereof by the personal representatives. 4. The undersigned agree to execute such additional releases as the personal representatives may submit to them in order to confirm their discharge from any further liability to the parties in connection with said Estate. 5. This Agreement, shali be binding upon the undersigned, their heirs, next of kin, personal representative and assigns. ~ ,-..' IN WITNESS WHEREOF the undersigned has hereunto set their hands and seal the day and year first above written. WITNESS: ~~t~ MAR RET HER EL Soc. Sec. No. ').oCJ~32~J'111./- COLEMAN HER PEL TR UST By: ~.~h~ ANNE KEPLEi(,TRUSTEE EIN. .JS -(".$ 'Slo9~ Sworn to and subscribed before me this c;!. 7 day of March. 1997. rw. r;;:;R~~;;t"-1 jdaronOUD F. Miller, Notary Public . HnrrlsburA, Pt\ DJllphln Counly , My ~::J:~~~I~;~.~:;ff}G. .~an HI, :,r~;, ~, ". t>.~:. '--'/:'11. .' 1(;' l' ..~.~ .. ::';; COURT OF COMMON PLBAS OF CUMBBRLAND ORPHANS' COURT DIVISION COMMONWBALTH OF PBNNSYLVANIA ESTATE OF COLEMAN HERPEL LATE OF EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY , PENNSYLVANIA FIRST AND FINAL ACCOUNT OF MARGARET HERPEL, ADMINISTRATRIX Date of Death: June 2, 1995 Letters Granted: July 31, 1995 Advertisements: Cumberland Law Journal: August 25, September 1,8,1995 Patriot News: August 17,24,31,1995 -, Account Stated to: March 28, 1997 Estate No. 231-95.{)S64 ,1 Mark R. Parthemer, Esquire Post Office Box 741 Harrisburg, Pennsylvania 17108 717-236-9377 Attorney for Estate of Coleman HerpeI COURT OF COMMON PLEAS OF DAUPHIN ORPHANS' COURT DIVISION COMMONWEALTH OF PENNSYLVANIA ESTATE OF COLEMAN HERPEL LATE OF EAST PENNSBORO TOWNSHIP DAUPHIN COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF MARGARET HERPEL, ADMINISTRATRIX SUMMARY AND INDEX PRINCIPAL Receipts Net Gain on ConverslDns $425,995.00 3,656.00 $429,651.00 42,397.00 $387,254.00 369,169.00 Adjusted Balance Less Disbursements Balance Before Distribution Distribution to Beneficiaries TOTAL PRINCIPAL BALANCE REMAINING $18,085.00 INCOME Receipts Disbursements $8,148.00 .()- TOTAL INCOME BALANCE REMAINING $8,148.00 COMBINED BALANCE REMAINING FOR DISTRIBUTION $26,233.00 ~. PRINCIPAL RECEIPIS Inventory Flied Per copy of Inventory and Appraisement Attached $425,995.00 . . TOTAL PRINCIPAL RECEIPTS . $425,995.00 ,-, ) . r t';~ PRINCIPAL CONVERSIONS INTO CASH GAIN LOSS VanGuard Fund: Inventoried $34,565.98 Redeemed 35,888.00 1,322.02 Harris Savings Bank: Inventoried $5,121.44 Redeemed 5,433.5 I $312.07 Inventoried $2,603.10 Redeemed 2,70337 $100.27 Inventoried $11,14531 Redeemed 12,218.67 $1,07336 Inventoried $2,589.44 Redeemed 2,620.50 $31.06 Dean Witter Money Fund: Inventoried $75,464.00 Redeemed 76,282.00 $818.00 TOTAL GAIN $3,656.00 PRINCIPAL DISBURSEMENTS ScheduleR (see attachment) $29,884.36 402.91 Schedule I(see attachment) Inheritance Tax 12,010.00 100.00 '. Mlscel1aneous flUng fees, photocDples, etc. , Total. $42,397.27 >.; I . " ~ I :~ :\ ,. ' " ' , ~NCOME DISBURSEMENTS ?. '. ,.,'. ,'. - ~ ',.. . . ., .. -;",i., .:~i~ '. .... . ;,,:.." · ~,,-3 ,,, . . .. . . 'l~:'fu ",,'. . ' . : ;~ . . ., }"".,. '.r. .< , .. ~ ~;, i' ." ~0;::Cj.;,,' "..:. .' ...... . ,,'" " ~.;.:. . ':/ ,,/1 '~If,;ff, )fi}:,l~.f'!"';',"'.:" j~\: i", ., ",'{" . ". .:' "" .... ' .;0' .,h. . . ,:.. ':'. y';::\, ,>L;, 2 ;.:::,' "'( 'Y"",;:, ':'i~""':"'~ "c;f~;'\,\ ' ~:.,' :,,:,', ''',;, : ;., " ~,"" . .. . ">,, .. w;,";'Y ," :(::'; ....,; ';":." .,,~':':':: " .; , . . .':;' ," . ;':: ',', ' ' ' .' ',' ,,?';;;':", ' i." : ". , :'. _ "'" .i ."; .,,~ ",., ..;~.. 'f'. ,. ..., ._ ", ''';:,'~:':' iti::161~" . 3i;J;c:;ii';7Er,~ - ~ ':-. > -. .; ,', " , , -, ,- " ,< " . " ".;, .,,'" ,. , ,,' -- ' . '. ". . , , ,'. " ',' . .' """"':>',"', ","" i '. . ,..':' - ^," ;~k.' f"}'jJ": . _ i- -t ~~N~ ~. . -, ;~.; _ -'lI I. , .,."t , ,p' H', ,-', " COMMONWEALTH COUNTY OF PENNSYLVANIA OF DAUPHIN SS: Margaret Herpel, Administratrill. of the Estate of Coleman Herpel deceased, being duly sworn according to law, deposes and says that the foregoing account Is true and correct to the best of her knowledge, Information and belief, and that no persons claiming to be Interested In said Estate as creditors, legatee, next of kin or otherwise, have given notice of their claim to the deponent, In writing or to Boswell, Snyder, Tlntner & Piccola, her attorney, In writing. ?n~~-r ~,t- MARG ET HERP L Sworn to and subscribed before me this. d / day of March, 1997 .~_.",.'~\ t"'1'~"""-"-- - NOTARIAL sep.L Marono"o F, Millar, Notary foubllo Harrisburg, PA Dauphin COlln~. My -,,", "'"" "'~..'~~;~.. -=~".""#.~w-",,.,......~.-., '., ~ '" '," i ," :'f< I;: , ' '" ~ ;' , '0 \}',\r:r; , {. . (., I' '. ..' '(///. ", t. ,!'~' ',rfi;t!f:j!:!'\" IN RE: THE ESTATE OF COLEMAN HERPEL, DECEASED : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : FILE NO. 231-95'()564 SATISFACllON AND AWARD The undersigned, hereby acknowledge that Margaret Herpel, Administratrix of the Estate of Coleman Herpel, deceased, has distributed to the undersigned the following: Cash, Stocks and Bonds $395,402.00 as full payment of all sums due pursuant to the Last Will and Testament of Coleman Herpel, directs and authorizes the Clerk of the Orphan's Court Division to mark satisfied of record the award which may be made in her individual favor. IN WITNESS WHEREOF, the undersigned has causcd these presents to be executcd this day of March, 1997. Witness: COLEMAN HERPEL TRUST BY: ~~ ANNE KEP ER, TRUSTEE EIN:No. '1.' ~__ce -----,- . , \, ::.\,nI:UULC n FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pleale Prlnl or T pe ftLE N eE 21-95-0564 .euran He tpe 1 :EM MSER 1. DESCRIPTION AMOUNT Funeral Exp.n.ell Rolling Green Cemecary Cremation Society 375.00 770,00 Administrative COils. 1. Personal Representative Commissions soclol Security Number 01 Pe"onol Repre.enlollve: Veor Commlnlons pold 3. family Exemp110n Claimant MnYRA'rpe 'Hpypp1 AddrelS 01 Clolmonl 01 decedent'l dealh Street AddrelS 11 Clnl p Ci "rl p City Camo Hill 2, 4. 1. 2. 3. 4. 5. 6. 7. ^"orney Fa..- Mark R. parthemer 22rOOO,OO Relationship ~ltrv"ving ~pntlAP 3,500,00 slote PA 'Zlp Code 17011 Probate Fee. - Regis ter of Wills 379,00 ~ " Ii I' , II ~ I " , Mllcellaneous ExpenleSl Register of Wills - Short Certificates 21.00 9,00 76'.00 Register of Wills - Short Certificates EVP - Stock value appraisal Boswell, Snyder, Tintner and Piccola, costs advanced 231. 72 , , ( Harris Savings - Estate Checks 13.96 8. Boswell, Snyder, Tintner and Piccola, costs advanced Boswell Snyder Tintner & piccola - Prepare Final Income Tax Returns Filing Fees 76.64 800.00 250,00 TOTAL (Also enler on line 9, Recopilulalion) (II more space Is needed, Insert additional sheets 01 same II.e,) S 29,884,36 ... SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABtLITIES AND LIENS Plaale Print ar T e FILE NUMBER DESCRIPTION AMOUNT I l/ ~ ( Herpel Leader Nursing Home 47,12 355,79 Medicals - Last illnesa expsnaes , \ '1 TOTAL (Also entor on IIno 10, Rocopllulotlen) (If mOrl space i. n"cl.a, In..rt oddilionol .h..I. or same size.' $402,91 I. JlEV.1500 EX. (1.941 . . ~ ..:5" blf~ =09 u~'" /5-1-/("- /I ~O{ L fOR DATl5 Of DEAf HAnER 12/31/91 CHECKHERI v' - I.NHERITANCE TAX RETURN ~o~::~U~:~DIT 15 ClAIMED 0 RESIDENT DECEDENT fiLE NUMBER (TO BE FILED IN DUPLICATE 21-95-0561t WITH REGISTER OF WILLS) COUNTY CODE YEAR NUMBER o ClOfNI-' (OMPUf( AOOIllU ~~ lS iii bl .. COMMONWEAltH OF PENNSYlVANIA OfPARIMtNT or REVENU( DEn. 280601 HAIIRISlURO, PA 17178.0601 f(rO NI" NAMlllA' . 'IUt. AND MIDOIf INUIAII lIerpel, Coleman 10(IAlIlCU.IIY NUMIU OAf( Of DUTIl OAf( 0' II.'H II Gnle Circle Camp lIi11, PA 17011 Co..."' C\mili.!U:ln.nd AMOUNt RrCUV!D tUlINSlRUC110NII 171-32-4642 06-02-95 t 1-21-11 5oc7A\ ueu.IIY NUMIU 209-32-071~ lIer el Mar aret lXI I. Orl91nal Return 0 2. Supplemental Relurn 0". limited fstate 0 "0. Future Intere,' Compromlle (for dote I 01 deoth after 12.12.82) [XI 6. D.c.dent Died T..lal. 0 7. Olced.nl Molntaln.d 0 Living Trult (Mach copy of Will) (Alloch copy 01 Tru,') ALL'CORRESPONDENCEANDCONFIDENnAL;TAX,INFORMAnON SHOULD BE DIRECTED,TOFi~~~J . NAM (OMPUI( MAILING AOOllfU + 20. If LInt 191. greol.r Ihon line 18, .nt.r the differ.nce on Line 20. Thl.I. Ih. OVERPAYMENT. aD 21. If lIn. 18 Is greal., Ihan line 19, .nt.r the differ.nce on line 21. Thl. II the TAX DUE. A. Enl., the Int.r..t on the balance due on line 21 A. B. Enl.r Ih.,o'al of lIn. 21 ond 21A on lIn. 21B. Thh I"h. SA LANCE DUE. Male. Check Pavoble tOI Reglat.r of Will., Ag.nt I" ..'hlC....UI 'Uh'IVIUQ 'POUU'I H......I\...". 'II" "'HD "IDCltll~.II"'11 !illS "'c "'z 8~ Mark R. Parthemer HlfPHONf NUMIU 717 236-9377 z o 5 ~ bl '" 1. R.ol Eltat. (Sch.dul. A) 2, SloC~1 ond Bond. (5ch.dul. 8) 3. Clol.ly Held StocklPortn.nhip Int.rest (Schedule C) ... Mortgages and Not.. Receivable (Sch.dule D) 5, COlh. Bonlc Oepolill & Mllcellaneoul Penonol Properly (Sch.dul. EI 6, Jointly Own.d Prop'~y (Schedul. F) 7. frond... (Schedul. 0) (Sch.dul. LI 8, Tolol G,o" A".II (Iotalllne. 1.7) 9, Funerol bpense., Admlnlltroti.... COlli, Mlscellon,oul bpen"l (Schedul. H) 10, D.bts, Mortgage 1I0bllitles, Uens (Sch.dule I) 11. TOlol O.duCllon, (Ialollln., 9 & 10) 12. N.t Value of E.tole (line 8 minuIlIn. 11) 13. Charilable and Go....rnm.nlal aequllts (Schedule J) 14. N.t Value Sub ect 10 Tax line 12 minul Une 131 15. Spoulal Tranl'en Ifor dole I O. d.oth ofter 6.30.94) S.e I"lfructlon. 'or Ar,pl/coble P.rcenlage on Rev.ne Sid.. (Indude vol"-.. rom Sch.dule K or Schedule M.) '6. Amount of line IA loxabl. at 6% role (Indude ...olues 'rom Schedule K or Sch.dule M.) 17. Amount o. line IA tall.abl. 01 15% role (Includ. ...a1ue. from Sch.dule K or Sch.dul. M.) 18. P,indpallox due (Add tOll. 'rom lines 1S, 16 and 17.) 19. C,.dill Spoulol Po....rty Credit Prior Poymenh +12,000.00 z o ;:: .. ... i '" " u ~ ... P,O. Box 741 lIarrisburg, PA (I) (2 ) 13) (4 ) (S) NONE 294,00lJ.00 NONE NONE 131,907.00 (6) NONE (71 NONE (91 (101 29..0n.~.oo 403.00 (IS) (16) (17) 185,561.00 291,147,00 Dilcount 600.00_ Int.r'll Chuck here If you ate fuqu~sting a refund of your overpayment. o 3. R.malnd.r Return (for dol.. 01 d.olh prior 10 12.13.B21 o 5. Federol eltole Toll. Relurn R.qulr.d -..0:8. 10101 Number 0' Sofe D.polil Bonl ,'"t~ I'~"';:'!>';': 1710B-0741 ( 81 425,995,00 (111 30.287.00 (12) 395.70B.00 (13) NONE (14) 395.708.00 x,Q.lL. NONE )( ,06.. 12,60B,82 )( ,15 D NONE (101 l~,IiOR R~ (191 12.600.00 (201 (211 B.1l2 (21A) 1.10 (21B) 10.00 17011 1996 17108-0741 DAn March~r, 1996 Act '48 of 1994 provldo. for tho roductlon of tho tax rato. Impolod on tho nat valuo of ttan"or. to or for tho u.o of tho .pou.o. Tho rato. a. pro.crlbod by the .tatuto will bOI o 3% (.03) will bo appllcablo for o.tato. of docodont. dying on or after 7/1/94 and bofore 1/1/96 o 2% (,02) will be appllcablo for o.tat.. of decodent. dying on or after 1/1/96 and boforo 1/1/97 . 1% (.01) will bo appllcablo for o.tato. of docodonta dvlng on or aftor 1/1/97 and bofor. 1/1/98 o Spou.al tran"o" occurring on or aftor 1/1/98 will bo oxempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS, YES NO 1. Did decedent make a transfer and: a, rotaln the ule or Income of the property tranlferrod, .....................,................................. b. retain the right to designate who shall use the property transferred or ils Incom., ........,...... x X X c. retain a reversionary interesti or ................................................................................... X d. receive the promise far llIe of elfh.r paym.nts, benefill or care' ....................................... X 2. If d.ath occurred an or before December 12, 1982, did deced.nt wilhln two yeon preceding death trander property wilhout receiving adequate cansld.ratlon' If dealh occurred alter Decemb.r 12, 1982, did deced.nt transfer prop.rty wilhln one year of d.ath wilhout rec.lving X adequate consideration' ........ ............. ...... ..... .......................... ........ to............... ......... ....... X 3, Did dec.dent own an 'In trust for' bank account 01 his or h.r d.ath"-.................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, . t1fY.ISOJ U. (4.161 . W COMMONWfAlfH 0' 'INNSYlVANIA INHUlTAN(f fAll InUliN _ISIOIN' OICIOINr -.. .',,:,',;; ';"'''';;'B''l~;7-~,~.I. .~'.-.:"'::"-"" .:',.. .... SCHEDULE B STOCKS AND BONDS ISfATE OF Fill NUMBER Coleman Herpel 21-95-0564 IAII property lolntly..wn.d with Right 01 Survlvo"hlp mu.1 bo dl..lo.od on Sch.dule F.' ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Soo Attachment First Notionsl Bsnk of 16 Shsres $ J / 800 2, $ 233;287.75 Reynoldsvillo per shsre 60,800,00 TOTAL Abo .nlt/ on IIn. 2. RICa lIulollon (If more 'pace i. n..dld, Ins.rt additional ,h..t. o( 10m. tin.) S 294,087,75 , ; ,. , I , I I I . _1"-1501.1.11'.17) ~ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pleole Print or Type FILE NUMBER 21-95-0564 COMMONWUUH 0' PfNNSYlVAHIA INHllnANCI TAX .nulN IUIDINT DKIOINT ESTATE OF Coleman Herpel IAU property lolnlly.owned with the _Igh' .f lurvlvoflhlp mutt b. dlld...d on Sch.dule ') ITEM NUMBER DESCRIPTION VALUE AT DATE Of DEATH 1, Harris Savings Bank Certificates of Deposit No, 23-55-262407 No, 23-56-253969 No, 23-60-254055 Money Msrket Account No, 04-05-007887 2,603,10 2,589,44 5,121,44 11,145,31 2. VsnGuard Group-Account No, 9862959840 - Fund, No, 77 3,102,87 shares at $11,14 per share 34,565,98 75,464,00 2,07 415.61 3, Dean Witter Account No. 410-040839 (see attachment) Liquid Asset Fund Intercapital Liquid Asset Fund $131,906,95 (A"oth additional 8~" x 11" .h.... if more 'pac. I, n..d.d,) ~ IIV.I\"'I.. flUII r -!j;!. COMMONWEAlTH 0' PENNSYlVANIA INHUlITANCI TAX InURN RUIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE Qf Coleman lIerpel Join' lonanll_). FILE NUMSER 21-95-0564 NAME A. Margaret lIerpel ------ ------------ ADDRESS------ 11 Gale Circle Camp lIill, PA 17011 ----------,.- RELATIONSHIP TO DECEDENT Surviving Spouse B, C. Jalntly-awnod praporly. ITEM LmER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE Of NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 3-7-91 Meridian Bank "29323003 $ 1,025,52 50% -0- 2, A 1968 11 Gale Circle $110,000.00 50% -0- Camp lIi11, PA 17011 : , 3, A Personal Property Household Contents 3,000.00 50% -0- TOTAL (Alia onto, on IIno 6, Rocopltulatlan) S -0- (II more .pac. js n..d.d insert additional sh..1s of sam. sin) ~ T Il(VISII... 1',111 :~' . " .... v' 'l:- t. ~.. . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES P/eale Print ar Tvpe R COMMONWIAUH 0' 'INN~YlVANIA lNHunANCI tAX UIUIIN IIU10INt OICEOENI E Coleman Her el ITEM NUMSER AMOUNT ;'f 21-95-0564 DESCRIPTION A. Funerol Expense.. 1. 375,00 770,00 B. 7-31-95 4. C. 2-2-96 1. 11-8-95 2. 8-8-95 3. 4, 9-2-95 5. 11-8-95 6. 03/96 7. 8. Rolling Green Cemetary Cremation Society 1. Admlnlotral/ve ColIlI Penonal Ropresenlolive Com millions Social Security Number of Penonol Representative: Year Commllllonl pold 2. A"omey Fees- Mark R. Parthemer 22,000,00 3. Fomlly Exemption Claimant MArgRTP.!f.: HpTpp-l Addrell of Clalmont 01 decedent'l deolh SlreetAddrell 11 r:nlp Cirelp City Cemo Hill Relationship ~1IYViving ~pn1lRP 3,500,00 State PA Zip Cade 17011 Probole Fees - Regiater of Wills 379,00 MllceUaneoul Expenlell Register of Wills - Short Certificates 21,00 9,00 76.00 Register of Wills - Short Certifica tes EVP - Stock value appraisal Boswell, Snyder, Tintner and Piccola, costs advanced 231,72 Harris Savings - Estate Checks 13,96 Boswell, Snyder. Tintner and Piccola, costs advanced Boswell Snyder Tintner & Piccola - Prepare Final Income Tax Returns Filing Fees 76,64 800.00 250.00 TOTAL (Also enlor an line 9. Rocapilulotion) (If mo,e Ipoce II noeded, Inle" addlllanol ohull af lame .I.e.) S 29,884,36 ~ "'Ult"'ll~ll *' COMMONWIAUH Of "HNln..".HIA IHHlllfAHCl1Al InUIH UllCIHt DICIDIHI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Plea Ie Print or T e FILE NUMBER ISTATI OF Coleman Her e1 ITEM NUMBER DESCRIPTION AMOUNT 9-1-95 1. Leader Nursing Home 47,12 2, Medica1s - Last illness expenses 355,79 TOTAL (AIoo enter on line 10, Recopltulotlon) (If mo,. .pace I. n..el.el, Insert ocldjfionalsh..ts o( Jome al,.., $402,91 REV.I649 EX. (III") '* SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE ~ntCl''''''''VAN4 N.urAHCIITAlU"RAH -......, EBTATEOr FUoNumlotr Coleman Herpel 21 95 0564 PART A: En!<< 1110 _pilon and val.. O(aIllmaal1, both Wahlt and_I.. npnll... orloetll... (net O(deducll....) IO!Udl lolhod<<oclcnl~1UIVi wil~ ono(ltw. ...olhawIat. Dcscri lion of items Amount 1 Stocks, Bonds, Certificates of Deposit as stated on Schedules Band E $425,995 Less allocable deductions from Schedules H and I (100%) (30,298) Net value of all interests to Margaret Herpel - surviving spouse $395,708 Put A Total: EnI<< the amouaIlbowD 011 thI ncapkulalloa abMlln... Dead_ lal'ormatloa SecUoa. oJ ::JI ;), IUD Election To Subject Property To Tu UDder Section %113(A) AI A Taxable Transfer By Tbll Decedent. If .ltuIl...almIlu_......lhoroqu_O(SeclIon211](A~ and: L Theltull...aIm11ar............,1a 1_ on SdloduItO.and b. The val.. 0(1110 _... almIlar _ b enI<rod In wilol. 01' In pari U MIlICI on Sdlodul. O. then 1110 tt...rcion penonaI npracnlaIlw."y opocUIcaUy IdenIIJy 1110 ltuIl (all... .li1aI..... ponlon... _II) lo balncl.ded In 1110 .Iecllonlo haw -- 01' Ilmilar pn>pIIly tnaIod u. Wahl. tnnoror In lhIo 1IlalI. If 1..1Iwl1ho...u. val.. 0( 1110 _ 01' almIlar Jlt1ll""Y Ia Induded u. lUable lIanotor on Scbedult 0.1110 pcnooaI.........,..uw oballba .....Idend lo ha"" madt 1110 .Iecllon only U 10 .li1aIon 0( 1110 ltuIl... IImlIu amnpmenl. The -... orlhlo hclloa Ia equallo 1110 amounI 0(1110 _... almIlu ......_Included u . WahI.1IICI on Sdlodul. 0, The -.uw...1e equal lo 1110 lolal val.. 0(1110 _... aIm11ar............... ELECTION, Do 10U eIed aM,r SectIoa 2tI3(A) to.Rat ... tauble tnaur.r" &h1I estaIe aU or. portloa 01. tnut orJlmllaranulrmal' cnaW lor the 1OIe.... orlhlldect4laal'. auniriallpollH: .wia. the aluvh1D,'POUN'. cntJn Ufetlma7 YES ~ NO D SI_#JrJ~r":lJe.y~1o March.;J:S, 1996 Notl.lftht clKtloa .ppUet 10 more thaa one 'nu. or a1mllar arranlCI'Unt, tIwIaacpanle lona mUll be alfMtI ad ftIH. Part B: En!<< 1110 _pilon and val.. 0( all """- both tauhl.and _I.. npnll... 0(1octlJ... (net or dcducll....) which lolhode<cdcnt'.lW\'ivin I r...whlch. Secdon211] A c1ecllonlebcin made, Dcscri lion of items AmounI 1 same as above Part 0 Tola! 3 5 70 '^':~.'.i:~ llt.te of. llcete of Colanan M.rpal Dlte of D..th, O6/D21~ Prool..I"8 D.CI' OB/25/~ V.luatlon D.te. O6/D2/95 Numbor 01 Securltl.. 26 thlr.. S..url ty Mtln Dlv/lnt StoUrl ty or Par D.lcrlptlon Mlgh/Alk Low/lld &Jar Ad). Accruel V.lue I) 300 AT&T coap (0019571091 O6/D2/~ 51.25 5D.5 MIL NUl! 5D,875000 15,262.5D 21 4DO AMP INC (D31897101) O6/02/~ 43,0 42.375 MIL NTll! 42.687500 17,075.00 3) 91 lu.ac HILU coal' (092113109) O6/D21~ 22.375 22.0 MIL NUl 22.187500 2,019.06 41 145 ILAClC HILU CORP (0921131091 O6/02/~ 22.375 22.0 H/L NUE 22.187500 3,217.19 51 100 ILOCK M . liMe (0936711051 06/02J~ 36.75 35.75 MIL NUE 36.250000 3,625.00 61 100 ILOCK N . I INC (093671105) 06/02/95 36.75 35.75 MIL NYII 36.250000 3,625.00 7) 200 IIIITOL MYEII IOU.11 (110097102) 06/02/~ 67.125 66.25 MIL NUE 66.687500 13,337.50 8) 200 II.ITOL MYEII SQUI.. (1101221081 O6/D21~ 67.125 66.25 MIL NUE 66.687500 13,337 .50 9) 100 COIlIOl.IDATED EOISON NY (2091111031 06/02/95 30.5 29.75 HIL NYH 30.125000 3,012.50 Olv .51 E 05/11 I 05/17 P 06/15/95 51.00 10) 200 CONIOLIDAYED EOISON NY (209111103) 06/02/~ 30.5 29.75 HIL NUE 30.125000 6,025.00 Olv .51 E 05/11 I 05117 I' 06/15/95 102.00 III 100 OAUPHIN DEP coaP (238282107) 06/D2/~ 25.0 24.25 MIL NAIOAQ 24.625000 2,462.50 12) 200 EXXON COllI' (302290101) 06/02/95 71.5 70.375 HIL NUE 70.937500 14,187.50 Olv .75 E 05/09 I 05115 P 06110/95 150.00 \3) 100 EXXON COIP (302290101) 06/02/~ 71.5 70.375 H/L NYII 70.937500 7,093.75 Dlv .75 E 05/09 I 05115 P 06/10/95 75.00 14) 100 EXXON COIlP (30~101) 06/02195 71.5 70.375 MIL MVII 70.937500 7,093.75 Dlv .75 I 05/09 I 05/15 I' 06110/95 75.00 15) 16 fllSI HATL BK IEVMOL (333009108) 06/02195 NA NA MIL NllB MA NA Iltlte ofllltlte of Co'~n Herpel VIluatlon Oltl' 06/02/95 Ihlrn lecurlty Mtln Olv/lnt Ilcur I ty or Par O,"crlptlon Hlah/Aak L04I/lld I/or Ad/. Accrual V.lue 16) 100 QTI COl, (362320103) 06/02/95 33.75 33.0 NIL NUl 33.375000 3,337.50 Dlv ,47 I 05/16 a 05/22 , 07101/95 47.00 17l 100 MIINZ N J co (423074105) 06/02/95 45.5 44.5 NIL NY" 45.000000 4,500.00 II) 300 M.IINIY FOOOI con, (4Z7I66101) 06/0Z/95 51.175 51,125 NIL NUl 51.500000 ",450.00 Olv .325 E 05117 I 05/23 , 06115195 97.50 19) aoo MCDONALOI COlP (510135101) 06/02195 37.625 37.0 NIL NUl 37.312500 Dlv .0675 E 05130 I 06/05 P 06116/95 +0.06750 37.38000 29,904.00 20) 200 MEICK & co IMC (589331107) 06/02/95 47.75 46.625 NIL NUE 47.187500 Dlv .3 I 06/02 I 06/D8 , 07/05/95 +0.30000 47.48750 9,497.50 21) 100 MIClDIOrr CORP (59491B104) 06/02/95 84.125 82.625 NIL NAIDAQ 83.375000 8,337.50 22) 400 MINNEIOTA MNO & MFD CO (604059105) 06/02/95 59.375 '8.125 NIL NYII '8.750000 23,500.00 Dlv .47 I 05115 I 05119 P 06/12195 1ea.00 23) 100 PNILP. DODGE COIlP (71n65102) 06/02195 55.875 55.125 NIL NYII 55.500000 5,'50.00 Dlv .45 I 05/15 I 05119 P 06/08/95 45.00 24) 200 IITI AIO coaP (767754104) 06/02195 24.25 23.675 NIL NUl 23.937500 4.787.50 25) 200 IUIlMIT TECNNOLOGY IMC (866271101) 06/02/95 31.5 :SO. 5 NIL NAIOAG 31,000000 6,200.00 26) 400 WMX YICNHoLDOIE. INC (929290107) 06/02195 27.375 26.B75 NIL NUE 27.125000 10,850.00 Yotl( . lecurlty V.lUII. 1233,287.75 Tot.l . Accruel.. SlI30.50 Tot.t PortfolIo VIlue . 1234,118.25 DEAN WmER REYNOLDS rNC. Jor Market Slreel, P. O. Box 1205J, Harrlsbu18. PA 17108-9908 Telephone(717) 255-8888 1 (800) 878-087J 'h~ August 16, 1995 Boswell, Snyder, Tintner & Piccola Attn:Maronetta F. Miller 315 North Front Street P.Q, Box 741 Harrisburg, P A 171 08-0741 Re: Estate of Coleman Helpel Dear Ms. Miller: In response to your requcst of August 7th, we offer the follDwing infonnatiDn, 1. Registerd owner ofaccount 410-40839-017 was solely Coleman Herpe1 2, Account established: 8/24/93 3, No changes 4. Not appropriate 5, Attachment "A" shows withdrawals of$4503.82 on 5/30/95 on sale of 5000 Bethlehem AU WTR municipal bond and $2308.00 on 5/22/95 on withdrawal from Intercapital Liquid Asset Fund (money market fund), 6. The May 31, 1995 statement values would be very close to Junc 2, 1995 for values of municipal bonds ofS75,800.00, The Dean Witter Intercapital Liquid Asset Fund had a value at the time of$2.07 7. 7 8, Attachment "B" shows values of $75,464,00 and the Intercapital Liquid Assct Fund of$415.61 Since we have not received legal papers such as an affidavit of domicile and shDrt certificate of death. the Bccount cantinues to be carried simply in the name ofColcman Hcrpe!. We are enclosing copies of account statements for May, June and July of 1995. When you are ready to establish this account as an estate account or if you need further assistance, please call my office at 255-6657. Sincerely, ~~~ Lillian E. Hayward AssDciate Vice President, Investments .4.',-i':-:-,J':':/ -'!f~:' ~:~~~ ----.- - ...-...... - ACCOUNT NUMBER(S) 04-05-00-7887 Money Market CLASS OF ACCOUNT DATE OPENED 2-6-90 $11,141,27 PRINCIPAL BALANCE ACCRUED INTEREST 4.04 BALANCE AT DATE OF DEATH 11,145,31 Individual ACCOUNT OWNERSHIP NAME OF JOINT OWNER (if any) Intereet Rate. Tiered rate, 2,85' and 3.69\. 2-6-90 ,..' DATE OWNERSHIP ESTABLISHED . '), I .(,1l1 c Sincerely, ~~ck- / Gretchen L. Cale Sr. Retail Adminietration Servicee Rep. ACCOUNT NU~ER(S) CLASS OF ACCOUNT DATE OPENED PRINCIPAL BALANCE ACCRUED INTEREST BALANCE AT DATE OF DEATH ACCOUNT OWNERSHIP NAME OF JOINT OWNER (if any) DATE OWNERSHIP ESTABLISHED T1-lEVanSY~)~~).l.11 VANGUARD FINANCIAL CENTER P.O, BOX 2600' VALLEY FORGE, PA 10.82.2800 I nvestmentAccountSta tement! ~ENDAR YEAR YEAR.TQ.DATE JUNE 30,1995. PAGE 1 OF 1 1...111",111......11",11.,1.1,11"".111...1".11..,11,.1,11 COLEMAN HERPEL 11 GALE CIRCLE CAMP HILL PA 17011-2617 ACCOUNT VALUE .35,912.70 FUND NUMSER 77 ACCOUNT NUMBER 9862959840 BTATEMENT NUMSER 2892B88 Tr.de TranllcUon Dollar Share Share BALANCE AT. DEC 31, le94 10.30 01131 INCOME DIVIDEND REINVEST 162.24 10.58 02/28 INCOME DIVIDEND REINVEST 143.70 10.86 03/31 INCOME DIVIDEND REINVEST 15B.15 10,88 04/30 INCOME DIVIDEND REINVEST 153.86 10.82 05/31 INCOME DIVIDEND REINVEST 159.88 11.08 08/30 INCOME DIVIDEND REINVEST 153.46 10.88 08/30 ENDING BALANCE 10.88 .AID THI. CAUNOAR YlAR Incom. DIvidendi 30 DAY YIELD SHARE PRICE-TRADE DATE DISTRIBUTIDN PAYABLE DATE 1m " 0 ('\ 1" \--..) \.J Fund Acco v'\ 6-. PLEA! ~ ,/ ". .., " ./7' I ' LIST E. MAKE THE VI / . r (~. '(\ ) '" \c/.>p DO?? 0'l8b2'15'1840 or Tax bempt + Ihort.Tlnn + Long.Term Incom. Oaln. O.ln. e31.29 APRIL 5.39;( .10.89 - 04/27/95 05/01/95 MAY 5.28;( .11.09 - 05/30/95 06/01195 u ol.0-L-, P h-~ (\..L, - 11-0.9..5 '.--:: \--. OJ V-; ':l/ .-" ~ ?;, Ibd-.27 ) c: (os.9~ '1 I.) ) ? I 3D Vanguard PENNSYLVANIA TAX-FREE FUND Insured Long. Term Portfolio ACCOUNT SERVICE CALL 1.800.682.2739 Sha.... 15.335 13.232 14.536 14.220 14.430 14.105 3,031.118 3,046.453 3,059.685 3,074.221 3,088.441 3,102.871 3,116.976 3,116,976 . TOTAL OIBTRIBUTlONI 931.29 JUNE 5.25;( .10.88 - 06/29/95 07/03/95 Vanguard PENNSYLVANIA TAX-FREE FUND Insured Long. Term Portfolio ~lng your address, oss on reverse sIde. )UP 19101-9892 3 1.1 TABLE OF CONTENTS Introductorv Clause .. . . . . . . . . . . , . . . .. 1 ITEM I Direction to Pay Debts 1 . . . . . . . . . . . . ITEM II Direction to Pay All Taxes from Residuary Estate . . " 1 ITEM I II General Bequest of Personal and Household Effects With a Precatory Memorandum . , . . . . , . . ., 1 ITEM IV Maximum Marital Deduction. Pecuniary Formula Bequest. Maximize Unified Credit, payable to Trust A ., 2 ITEM V (1) Residuarv Disposition if mv Wife Shall Survive Me: Creation of Trust B . . . . . . . . . . . . . . .. 3 (2) Residuarv Disposition if mv Wife Shall Not Survive Me: Creation of Trust Band Share B . . . . . ,. 3 ITEM VI Trust A Introductorv Provision . . . . , . . . . . . , . (1) ~irection to Pav All Income to Wife . . . . . . . , (2) Qiscretionarv Payments of Principal bv Trustee for Benefit of Wife t . . . . . . . . . . . . . . . , . (3) Provisions for Withdrawal of $5.000 or 5% bv ~...................,.. (4) Power in Wife to Cause Nonproductive Property to Be Made Productive .. . . . . . . . . . . . . . (5) General Power of Appointment in Wife . , . . . . (6) Default Clause to Pay Taxes Attributable to Trust A and Balance Over to Testator's Issue in Event Power of Appointment Not Exercised ... . . . . 3 3 4 4 4 4 4 ITEM VII Trust B Introductory Provision . . . . , . . . . . 5 ( 1) Payment to Wife of All Income . , . . . . . . 5 (2) Discretionarv Payments of Principal for Wife 5 (3) Limited Withdrawal bv Wife . . . . 5 (4) Division Into Shares for Children , . . , . . 6 .' ITEM XVII I Definition of Words Relating to the Internal Revenue Code ... . . . . . . . . . . . . . . . . . . . . 13 ITEM XIX Simultaneous Death Provision presuming Beneficiary Predeceases Testator .....",.., ,. . . 14 ITEM XX Payment of Funeral Expenses and ExpenseB of Last Illness of Income Beneficiary , , , , , . , , . , , 14 ITEM XXI Spendthrift Provision . , , . , 14 Testimonium Clause , . . . , . , . , , . 15 AtteBtation Clause . . , . . 15 LAST WILL AND TESTAMENT OF COLEMAN HERPEL Introductorv Clause. I, Coleman Herpel, a resident of and domiciled in the Township of East Pennsboro, county of Cumberland and Commonwealth of Pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. I am married to Margaret Herpel. I have four living children: Anne H. Kepler, Gretchen H, Stein, Karl M. Herpel, and John H. Herpel. ITEM I Direction to pav Debts. I direct that all my legally enforceable debts, secured and unsecured, be paid as soon as practicable after my death, ITEM II Direction to Pav All Taxes from Residuarv Estate, I direct that all estate, inheritance, succession, death or similar taxes (except generation-skipping transfer taxes) assessed with respect to my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this my Last Will (which term wherever used herein shall include any Codicil hereto), or on any insurance upon my life or on any property held jointly by me with another or on any transfer made by me during my lifetime or on any other property or interests in property included in my estate for such tax purposes be paid out of my residuary estate and shall not be charged to or against any recipient, beneficiary, transferee or owner of any such property or interests in property included in my estate for such tax purposes. ITEM III General Beauest of Personal and Household Effects With a Precatory Memorandum. I give and bequeath all my personal and household effects of every kind including but not limited to furniture, appliances, furnishings, pictures, silverware, china, glass, books, jewelry, wearing apparel, boats, automobiles, and other vehicles, and all policies of fire, burglary, property damage, and other insurance on or in connection with the use of this property, to my wife, Margaret Herpel, if she shall survive me. If my wife shall not survive me, I give and bequeath all this property to my children surviving me, in approximately equal shares; provided, however, the issue of a deceased child surviving me shall take per stirpes the share their parent would have taken had he or she survived me. If my issue do not agree to the division of the property among themselves, my Personal Representative shall make such division among them, the decision of my Personal Representative to be in all respects binding upon my issue. I request that my wife, my Personal Representative and my issue abide by any memorandum by me directing the disposition of this property or any part thereof. This request is precatory and not mandatory. If any beneficiary hereunder is a minor, my Personal Representative may distribute such minor's share to such minor or for such minor's use to any person with whom such minor is residing or who has the care or control of such minor without further responsibility and the receipt of the person to whom it is distributed shall be a complete discharge of my Personal Representative. ITEM IV Maximum Marital Deduction. Pecuniarv Formula Beauest. Maximize Unified Credit. pavable to Trust A. If my wife, Margaret Herpal, shall survive me, I give, devise and bequeath to my Trustee hereinafter named cash, securities or other property of my estate (undiminished by any estate, inheritance, succession, death or similar taxes) having a value equal to the maximum marital deduction as finally determined in my federal estate tax proceedings, less the aggregate amount of marital deductions, if any, allowed for such tax purposes by reason of property or interests in property passing or which have passed to my wife otherwise than pursuant to the proviSions of this Item; provided, however, the amount of this bequest shall be reduced by the amount, if any, needed to increase my taxable estate (for federal estate tax purposes) to the largest amount that, after allowing for the unified credit against the federal estate tax, and the state death tax credit against such tax (but only to the extent that the use of such state death tax credit does not increase the death tax payable to any state), will result in the smallest (if any) federal estate tax being imposed on my estate. The term "maximum marital deduction" shall not be construed as a direction by me to exercise any election respecting the deduction of estate administration expenses, the determination of the estate tax valuation date, or any other tax election which may be available under any tax laws, only in such manner as will result in a larger allowable estate tax marital deduction than if the contrary election had been made. My Personal Representative shall have the sole discretion to select the assets which shall constitute this bequest. In no event, however, shall there be included in this bequest any asset or the proceeds of any asset which will not qualify for the federal estate tax marital deduction, and this bequest shall be reduced to the extent that it cannot be created with such qualifying assets. My Personal Representative shall value any asset selected by my Personal Representative for distribution in kind as a part of this bequest 2 at the value of such asset at the date of distribution of such asset. This bequest shall be administered by my Trustee under the terms of Trust A as hereinafter set forth. ITEM V I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devises) wherever situate and whether acquired before or after the execution of this Will as follows: (1) Residuarv Disposition if mv Wife Shall Survive Me: Creation of Trust B. If I am survived by my wife, my entire residuary estate shall be held, administered and distributed under Trust B. (2) Residuarv Disposition if mv Wife Shall Not Survive Me: Creation of Trust Band Share B. If my wife shall not survive me, my Personal Representative shall divide my residuary estate into Two (2) separate shares, hereinafter designated as "Trust B" and "Share B", Trust B shall be a fraction of my residuary estate (undiminished by estate, inheritance, succession, death or similar taxes), the numerator of which shall be an amount equal to my available generation-skipping transfer exemption as hereafter defined and the denominator shall be an amount equal to the value of my residuary estate, For purposes of establishing such fraction the values as finally determined in my federal estate tax proceedings shall be used, I recognize that the numerator of such fraction may be zero, in which case no property shall be distributed under this paragraph to Trust B. I also recognize that the numerator of such fraction may be equal to or greater than the denominator, in which case my entire residuary estate shall be distributed to Trust B. Share B shall be the balance of my residuary estate. Trust B shall be administered as hereinafter set forth. Share B shall be distributed as hereinafter set forth. ITEM VI Trust A Introductorv Provision. Trust A shall be held, administered and distributed as follows: (1) Direction to Pay All Income to Wife. Commencing with the date of my death, my Trustee shall pay to or apply for the benefit of my wife during her lifetime all the net income from Trust A in convenient installments but no less frequently than quarter-annually. J (2) Discretionarv pavments of Principal bv Trustee for Benefit of Wife, In addition, my Trustee may pay to or apply for the benefit of my wife such sums from the principal of Trust A as in its sole discretion shall be necessary or advisable from time to time for the medical care, education, support and maintenance in reasonable comfort of my wife, taking into consideration to the extent my Trustee deems advisable, any other income or resources of my wife known to my Trustee. (3) Provisions for Withdrawal of $5.000 or 5% bv Wife. In addition to the income and discretionary payments of principal from this Trust, there shall be paid to my wife during her lifetime from the principal of this Trust upon her written request during the last month of each fiscal year of the trust an amount not to exceed during such fiscal year the greater of Five Thousand ($5,000.00) Dollars or Five (5%) percent of the total value of the principal of Trust A on the last day of such fiscal year without reduction for the principal payment for such fiscal year. This right of withdrawal is noncumulative, so that if my wife does not withdraw, during such fiscal year, the full amount to which she is entitled under this Paragraph, her right to withdraw the amount not withdrawn shall lapse at the end of that fiscal year. (4) Power in Wife to Cause Nonproductive Property to Be Made Productive. My wife may at any time by written notice, require my Trustee either to make any nonproductive property of this trust productive or to convert such nonproductive property to productive property within a reasonable time. (5) General Power of Appointment in Wife, Upon the death of my wife, the entire remaining principal of Trust A, together with any accrued and undistributed income therefrom, shall be paid over, conveyed and distributed to or in trust for such appointee or appointees (including the estate of my wife), in such manner and in such proportions as my wife may appoint in and by the Last Will of my wife, making specific reference to the power of appointment herein conferred upon her. In disposing of Trust A, my Trustee shall be protected in relying upon an instrument admitted to probate in any jurisdiction as the Last Will of my wife or in acting upon the assumption that my wife died intestate in case my Trustee has no notice of the existence of a Will of my wife within Six (6) months after the death of my wife. (6) Default Clause to Pav Taxes Attributable to Trust A and Balance Over to Testator's Issue in Event Power of Appointment Not Exercised. In default of the exercise of such power of appointment by my wife, or insofar as any part of such Trust shall not be effectively appointed, then upon the death of my wife, the entire remaining principal of Trust A, or the part of 4 such trust not effectively appointed, shall be distributed as follows: (a) If my wife has not specifically exercised her power of appointment to pay any part of the estate, succession, death or similar taxes assessed with respect to the assets of Trust A, then my Trustee shall pay to the personal representativea of my wife's estate for the purposes of paying such taxes the amount by which such taxes assessed by reason of her death shall be increased as a result of the inclusion of the assets of Trust A in her estate for such tax purposes. (b) The balance of the principal of Trust A or all of the principal of Trust A if no amount is distributed under subparagraph (a) shall be divided into equal shares so as to provide One (1) share for each then living child of mine and One (1) share for each deceased child of mine who shall leave issue then living. The share provided for a living child of mine shall be distributed to such child. The share provided for a deceased child of mine who shall leave issue then living, shall be distributed per stirpes to such issue. ITEM VII Trust B Introductory Provision. Trust B shall be held, administered and distributed as follows: (1) Payment to Wife of All Income. If my wife shall survive me, then commencing with the date of my death, my Trustee shall pay to or apply for the benefit of my wife during her lifetime all the net income from Trust B in convenient installments but no less frequently than quarter-annually. (2) Discretionarv Payments of Principal for Wife. If my wife shall survive me, and if there is no principal remaining in Trust A, my Trustee may pay to or apply for the benefit of my wife during her lifetime, such sums from the principal of Trust B as in its sole discretion shall be necessary or advisable from time to time for the medical care, education, support and maintenance in reasonable comfort of my wife, taking into consideration to the extent my Trustee deems advisable, any other income or resources of my wife known to my Trustee. (3) Limited Withdrawal by Wife. If there is no principal remaining in Trust A, then, in addition to the income and discretionary payments of principal from this Trust, there shall be paid to my wife during her lifetime from the principal of this Trust upon her written request during the last month of each fiscal year of the Trust an amount not to exceed during such fiscal year the greater of Five Thousand ($5,000.00) Dollars or Five (5%) per cent of the total value of the principal of Trust B on the last day of such fiscal year without reduction for the 5 principal payment for such fiscal year. This right of withdrawal is noncumulative, so that if my wife does not withdraw, during Buch fiBcal year, the full amount to which she is entitled under this Paragraph, her right to withdraw the amount not withdrawn shall lapse at the end of that fiscal year. (4) Division Into Shares for Children. upon the death of the survivor of my wife and me, my Trustee shall divide this Trust as then constituted into equal separate shares so as to provide One (1) share for each then living child of mine and One (1) share for each deceased child of mine who shall leave issue then living. Each share for a living child of mine shall be distributed to such child. Each share for a deceased child who shall leave issue then living shall be distributed per stirpes to such issue. ITEM VIII Share B to Testator Issue. Share B shall be distributed to my surviving children in equal shares, provided, however, the then surviving issue of a deceased child of mine shall take per stirpes the share their parent would have taken had he or she survived me, ITEM IX Namina the Personal Representative and Trustee. Personal Representative and Trustee Succession. Personal Representative and Trustee's Fees and Other Matters. The provisions for naming the Personal Representative and Trustee, Personal Representative and Trustee succession, Personal Representative and Trustee's fees and other matters are set forth below: (1) Namina an Individual Personal Representative and Trustee. I hereby nominate, constitute, and appoint as Personal Representative and Trustee of this my Last Will and Testament George D. Kepler, Jr. and direct that he shall serve without bond. (2) Fee Schedule for Individual Personal Representative and Trustee. For its services as Personal Representative and Trustee, my individual Personal Representative and Trustee shall receive reasonable compensation for the services rendered and reimbursement for reasonable expenses. (3) Limitations on Trustees. No person who at any time is acting as Trustee hereunder shall have any power or obligation to participate in any discretionary authority which I have given to the Trustee to pay principal or income to such person, or for his or her benefit or in relief of his or her legal obligations. 6 . _ .4._--0-"__....-.-_._. _...'-'_ .. .-. ITEM X Definition of Personal Representative and Trustee. Whenever the word "Personal Representative" and/or the word "Trustee", or any modifying or substituted pronoun therefor are used in this my Will, such words and respective pronouns shall include both the singular and the plural, the maBculine, feminine and neuter gender thereof, and shall apply equally to the Personal Representative and/or Trustee named herein and to any successor or substitute Personal Representative and/or Trustee acting hereunder, and such successor or substitute Personal Representative and/or Trustee shall possess all the rights, powers and duties, authority and responsibility conferred upon my Personal Representative and/or Trustee originally named herein, ITEM XI Powers for Personal Representative and Trustee. My Personal Representative and Trustee is authorized in its fiduciary discretion (which shall be subject to the standard of reasonableness and good faith to all beneficiaries) with respect to any property, real or personal, at any time held under any provision of this my Will and without authorization by any court and in addition to any other rights, powers, authority and privileges granted by any other provision of this my Will or by statute or general rules of law: (1) To retain any property or undivided interests in property owned by me at the time of my death, including residential property and shares of my Personal Representative's or Trustee's own stock, regardless of any lack of diversification, risk or nonproductivity, as long as it deems advisable, and to exchange any such security or property for other BecuritieB or properties and to retain such items received in exchange, although said property repreBents a large percentage of the total property of my estate or the Trust Estate or even the entirety thereof. (2) To invest and reinvest all or any part of my Estate or the Trust Estate in any property and undivided interests in property, wherever located, including bonds, debentures, notes, secured or unsecured, stocks of corporations regardless of class, interests in limited partnerships, real estate or any interest in real estate whether or not productive at the time of investment, interestB in trusts, investment trusts, whether of the open and/or closed fund types, and participation in common, collective or pooled trust funds of my Personal Representative or Trustee, insurance contracts on the life of any beneficiary or annuity contracts for any beneficiary, without being limited by any statute or rule of law concerning investments by fiduciaries. 7 (3) To sell or dispose of or grant options to purchase any property, real or personal, constituting a part of my estate or the Trust Estate, for cash or upon credit, t.o exchange any property of my estate or the Trust Estate for other property, at such times and upon such terms and conditions as it may deem best, and no person dealing with it shall be bound to see to the application of any monies paid. (4) To hold any securities or other property in its own name as Personal Representative or Trustee, in its own name, in the name of a nominee (with or without disclosure of any fiduciary relationship) or in bearer form. (5) To keep, at any time and from time to time, all or any portion of my Estate or the Trust Estate in cash and uninvested for such period or periods of time as it may deem advisable, without liability for any loss in income by reason thereof. (6) To sell or exercise stock subscription or conversion rights. (7) To refrain from voting or to vote shares of stock owned by my Estate or the Trust Estate at shareholders' meetings in person or by special, limited, or general proxy and in general to exercise all the rights, powers and privileges of an owner in respect to any securities constituting a part of my Estate or the Trust Estate. (8) To participate in any plan of reorganization or consolidation or merger involving any company or companies whose stock or other securities shall be part of my Estate or the Trust Estate, and to deposit such stock or other securities under any plan of reorganization or with any protective committee and to delegate to such committee discretionary power with relation thereto, to pay a proportionate part of the expenses of such committee and any assessments levied under any such plan, to accept and retain new securities received by my Personal Representative or Trustee pursuant to any such plan, to exercise all conversion, subscription, voting and other rights, of whatsoever nature pertaining to such property, and to pay any amount or amounts of money as it may deem advisable in connection therewith. (9) To borrow money and to encumber, mortgage or pledge any asset of my estate or the Trust Estate for a term within or extending beyond the term of the trust, in connection with the exercise of any power vested in my Personal Representative or Trustee. (10) To enter for any purpose into a lease as lessor or lessee with or without option to purchase or renew for a term within or extending beyond the term of the trust. 8 (11) To subdivide, develop, or dedicate real property to public use or to make or obtain the vacation of plats and adjust boundaries, to adjust differences in valuation on exchange or partition by giving or receiving consideration, and to dedicate easements to public use without consideration. (12) To make ordinary or extraordinary repairs or alterations in buildings or other structures, to demolish any improvements, to raze existing or erect new party walls or buildings. (13) To continue and operate any business owned by me at my death and to do any and all things deemed needful or appropriate by my Personal Representative or Trustee, including the power to incorporate the business and to put additional capital into the busine~s, for such time as it shall deem advisable, without liability for loss resulting from the continuance or operation of the business except for its own negligence; and to close out, liquidate or sell the business at such time and upon such terms as it shall deem best. (14) To collect, receive, and receipt for rents, issues, profits, and income of my Estate or the Trust Estate, (15) To insure the assets of my Estate or of the Trust Estate against damage or loss and my Personal Representative or Trustee against liability with respect to third persons. (16) In buying and selling assets, in lending and borrowing money, and in all other transactions, irrespective of the occupancy by the same person of dual positions, to deal with itself in its separate, or any fiduciary, capacity. (17) To compromise, adjust, arbitrate, sue on or defend, abandon, or otherwise deal with and settle claims in favor of or against my ~state or the Trust Estate as my Personal Representative or Trustee shall deem best. (18) To employ and compensate agents, accountants, investment advisers, brokers, attorneys-in-fact, attorneys- at-law, tax specialists, realtorB, and other assistants and advisors deemed by my Personal Representative or Trustee needful for the proper administration of my Estate or the Trust Estate, and to do so without liability for any neglect, omission, misconduct, or default of any such agent or professional representative provided such person was selected and retained with reasonable care. (19) To determine what shall be fairly and equitably charged or credited to income and what to principal. 9 (20) To hold and retain the principal of my Estate or the Trust Estate undivided until actual division shall become necessary in order to make distributions; to hold, manage, invest, and account for the several shares or parts thereof by appropriate entries on my Personal Representative's or Trustee's books of account; and to allocate to each share or part of share its proportionate part of all receipts and expenses; provided, however, the carrying of several trusts as one shall not defer the vesting in title or in possession of any share or part of share thereof. (21) To make payment in cash or in kind, or partly in cash and partly in kind upon any division or distribution of my Estate or the Trust Estate (including the satisfaction of any pecuniary distribution) without regard to the income tax basis of any specific property allocated to any beneficiary and to value and appraise any asset and to distribute such asset in kind at its appraised value; and when dividing fractional interests in property among several beneficiaries to allocate entire interests in some property to one beneficiary and entire interests in other property to another beneficiary or beneficiaries. (22) To exercise any power herein granted with reference to the control, management, investment or disposition of my Estate or the Trust Estate either as Personal Representative or Trustee without having to declare in which capacity it is acting. (23) In general, to exercise all powers in the management of my Estate or the Trust Estate which any individual could exercise in his own right, upon such terms and conditions as it may reasonably deem best, and to do all acts which it may deem reasonably necessary or proper to carry out the purposes of this my Will. (24) To combine assets of two or more trusts if the provisions and terms of each trust are substantially identical, and to administer them as a single trust, if my Trustee reasonably determines that the administration as a single trust is consistent with my intent, and facilitates the trust's administration without defeating or impairing the interests of the beneficiaries. (25) To divide any trust into separate shares or separate trusts or to create separate trusts if my Trustee reasonably deems it appropriate and the division or creation is consistent with my intent, and facilitates the trust's administration without defeating or impairing the interests of the beneficiaries. (26) To divide property in any trust being held hereunder with an inclusion ratio, as defined in section 2642(a)(I) of the Internal Revenue Code of 1986, as from time to time amended or 10 under similar future legislation, of neither one nor zero into two separate trusts representing two fractional shares of the property being divided, one to have an inclusion ratio of one and the other to have an inclusion ratio of zero; to create trusts to receive property with an inclusion ratio of either one or zero and if this cannot be done to refuse to accept property which does not have a matching inclusion ratio to the receiving trust's ratio, all as my Trustee in its sole discretion deems best. (27) To elect to allocate any portion or all my generation- skipping transfer exemption provided for in Code section 2631 or under similar future legislation, in effect at the time of my death, to any portion or all of Trust B or any other trusts or bequests in my Will or any other transfer which I am the transferror for purposes of the generation-skipping tax. Generally, I anticipate that my Personal Representative will elect to allocate this exemption first to direct skips as defined in Code section 2612, then to Trust B, unless it would be inadvisable based on all the circumstances at the time of making the allocation; and to make the special election under section 2652(a)(3) of the Code to the extent my Personal Representative deems in the best interest of my estate. ITEM XII Marital Deduction Savinqs Clause for Trust A, It is expressly provided that the grant of rights, powers, privileges and authority to my Personal Representative and Trustee in connection with the imposition of duties upon my Personal Representative and Trustee by any provision of this my Will or by any statute relating thereto shall not be effective if and to the extent that the same, if effective, would disqualify the marital deduction as established in Trust A hereof, It is my intention that my wife under the provisions of Trust A have substantially that degree of beneficial enjoyment of the Trust Estate during her lifetime which the principles of the law of trusts accord to a person who is unqualifiedly designated as the life beneficiary of a trust and my Trustee shall not exercise its discretion in a manner which is not in accord with this expressed intention. My Personal Representative and Trustee shall invest the Trust Estate so that it will produce for my wife during her lifetime an income or use which is consistent with the value of the Trust Estate and with its preservation. It is expressly provided that my Trustee shall not in the exercise of its discretion make any determination inconsistent with the foregoing. ITEM XIII Provision for Trustee to Act as Trustee for Beneficiarv Under Aqe Twentv-One. If any share hereunder becomes distributable to a beneficiary who has not attained the age of Twenty-one (21) years, such share shall immediately vest in the 11 beneficiary, but notwithstanding the provisions herein, my Trustee shall retain possession of the share in trust for the beneficiary until the beneficiary attains the age of Twenty-one (21) years, using so much of the net income and principal of the share as my Trustee deems necessary to provide for the proper medical care, education, support and maintenance in reasonable comfort of the beneficiary, taking into consideration to the extent my Trustee deems advisable any other income or resources of the beneficiary or his or her parents known to my Trustee. Any income not so paid or applied shall be accumulated and added to principal. The beneficiary's share shall be paid over and distributed to the beneficiary upon attaining age Twenty-one (21), or if he or she shall sooner die, to his or her personal representatives. My Trustee shall have with respect to each share so retained all the powers and discretions it had with respect to the trusts created herein generally. ITEM XIV Trustee's Discretion in Makino pavments to a Person Under Aoe Twentv-One. Incomoetent. or Incapacitated Person, In case the income or principal payment under any trust created hereunder or any share thereof shall become payable to a person under the age of Twenty-one (21), or to a person under legal disability, or to a person not adjudicated incompetent, but who, by reason of illness or mental or physical disability, is, in the opinion of my Trustee unable properly to administer such amounts, then such amounts shall be paid out by my Trustee in such of the following ways as my Trustee deems best: (1) directly to the beneficiary; (2) to the legally appointed guardian of the beneficiarYl (3) to some relative or friend for the care, support and education of the beneficiary; (4) by my Trustee using such amounts directly for the beneficiary's care, support and education. PrOVided, however, that my Trustee shall not make any payment from Trust A under (3) above. ITEM XV Discretion Granted to Personal Reoresentative in Reference to Tax Matters. My Personal Representative as the fiduciary of my estate shall have the discretion, but shall not be required when allocating receipts of my estate between income and principal, to make adjustments in the rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Personal Representative believes has had the effect, directly or indirectly, of preferring one beneficiary or group of beneficiaries over othersl provided, however, my Personal Representative shall not exercise its discretion in a manner which would cause the loss or reduction of the marital deduction as may be herein provided. In determining the state or federal 12 estate and income tax liabilities of my estate, my Personal Representative shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my estate shall be used as state or federal estate tax deductions or as state or federal income tax deductions and shall have the discretion to file a joint income tax return with my wife, ITEM XVI Discretion in Trustee to Terminate Small Trust and Distribute to Income Beneficiarv. If at any time any trust created hereunder has a fair market value as determined by my Trustee of Fifteen Thousand ($15,000.00) Dollars or less, my Trustee, in its absolute discretion if it determines that it is uneconomical to continue such trust, may terminate such trust and distribute the trust property to the person or persons then entitled to receive or have the benefit of the income therefrom or the legal representative of such person. If there is more than one income beneficiary, my Trustee shall make such distribution to such income beneficiaries in the proportion in which they are beneficiaries or if no proportion is designated in equal shares to such beneficiaries. ITEM XVII Definition of Children. For purposes of this Will, "children" means the lawful blood descendants in the first degree of the parent designated; and "issue" and "descendants" mean the lawful blood descendants in any degree of the ancestor designated; provided, however, that if a person has been adopted, that person shall be considered a child of such adopting parent and such adopted child and his or her issue shall be considered as issue of the adopting parent or parents and of anyone who is by blood or adoption an ancestor of the adopting parent or either of the adopting parents, The terms "child," "children," "issue," "descendant" and "descendants" or those terms preceded by the terms "living" or "then living" shall include the lawful blood descendant in the first degree of the parent designated even though such descendant is born after the death of such parent, The term "per stirpes" as used herein has the identical meaning as the term "taking by representation" as defined in the Pennsylvania Probate Code, ITEM XVI II Definition of Words Relatina to the Internal Revenue Code. As used herein, the words "gross estate," "adjusted gross estate," "taxable estate," "unified credit," "state death tax credit," "maximum marital deduction," "marital deduction," "pass," and any other word or words which from the context in 13 , which it or they are used refer to the Internal Revenue Code shall have the same meaning as such words have for the purposes of applying the Internal Revenue Code to my estate. For purposes of this Will, my "available generation-skipping transfer exemption" means the generation-skipPing transfer tax exemption provided in section 2631 of the Internal Revenue Code of 1986, as amended, in effect at the time of my death reduced by the aggregate of (1) the amount, if any, of my exemption allocated to lifetime transfers of mine by me or by operation of law, and (2) the amount, if any, I have specifically allocated to other property of my gross estate for federal estate tax purposes. For purposes of this Will if at the time of my death I have made gifts with an inclusion ratio of greater than zero for which the gift tax return due date has not expired (including extensions) and I have not yet filed a return, it shall be deemed that my generation-skipping transfer exemption has been allocated to these transfers to the extent necessary (and PoSsible) to exempt the transfer(s) from generation-skipping transfer tax. Reference to Sections of the Internal Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the date of my death. ITEM XIX i ultaneous Death Provision Presumin Beneficiar Predeceases Testator. If any beneficiary and I should die under such circumstances as would make it doubtful whether the beneficiary or I died first, then it shall be conclusively presumed for the purposes of this Will that the beneficiary predeceased me. ITEM XX Pa ent of Funeral Ex enses and Ex enses of Last Illness of Income Beneficiarv. On the death of any person entitled to income or support from any Trust hereunder, my Trustee is authorized to pay the funeral expenses and the expenses of the last illness of such person from the principal of the Trust from which such person was entitled to income or support. ITEM XXI Spendthrift Provision. Except as otherwise provided herein, all payments of principal and income payable, or to become payable, to the beneficiary of any trust created hereunder shall not be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have the power to anticipate or encumber such interest, nor shall such interest, while in the possession of my fiduciary hereunder, be liable for, or subject to, the debts, contracts, obligations, liabilities or torts of any beneficiary. 14 "'-'''-",,",,~.- . . , Testimonium Clause. IN WITNESS WHEREOF, my hand and affixed my seal this ;lr':- day of I have :r: .-t.. ./ hereunto set , 1993. ~......i..,........~ ~"Al..'-o:... Coleman Herpel Attestation Clause. The foregoing Will WaB this ~ day of July , 1993, signed, sealed, published and declared by the Testator as and for his Last Will and Testament in our presence, and we, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date. (SEAL) O:":',~-~ "';;iJ?~_":\) tu......,.....c of <::"'t\..- r' \-\', \\ .H~ . 11:.. I.,~....... ::; of f'~ of ~ ". -fA C!\ .t.-"Vu.~bWl.~. ( 15 /5')10 .;/ COMMONWEALTH OF PENNSYLVANIA /\ DEPARTMENT DF REVENUE ~ *' BUREAU OF IHIlIVIIlUAL TAXES INHERITANCE TAX DIVISION DEPT. ;raDin HARRISIURQ, Pi 17UI-D601 NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEIlUCTIOHS AND ASSESSHENT DF TAX 1n-IJo" P"" IU.NI MARK R PARTHEMER PD DDX 741 HDG DATE ESTATE DF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-96 HERPEL 06-02-95 21 95-0564 CUMBERLAND 101 Aaount R..l tied COLEMAN PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER DF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE. PA 17013 CUT ALDNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iiEWisW-iif-Aiip-ril'r:91ij-ilrii"ici--oj:-Ytiiiiiiii'l\NCi-YAitA'pjiiiA'isiHE'il,.-.--ALi:olil\NCi-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HERPEL CDLEMAN FILE ND, 21 95-0564 ACN 101 DATE 10-22-96 TAX RETURN WAS I (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI DRIGINAL RETURN 1. R..l E.t.t. ISchodul. Al 2. stock. ond Bond. (Schedul. BI S. Clo..ly Hald stock/Partnership Int.r..t (Schedule C) 4, Hortv-oo.lHot.. RocoIv.bl. ISchodul. DI 5. C.ahlBenk DapoaltalHlac. Par.onal Property (Schedul. El 6. JaInth _ Pr_rty IScMdulo FI 7. Tr~.f.r. (Schedule OJ 8. Tot.1 A...t. I I CHAHGED HOTEl To lnaura proper credit to your account, sub.lt the upper portion of thl. fD~ with your tax pap."t. .00 294.088.00 ,00 .00 131.907,00 .00 .00 (DI UI (21 151 (41 (51 (61 (71 425.995,00 APPROVED DEDUCTIONS AND EXEMPTIONS I 29.884.00 9. F\rMIral EJCPeI"I.../A,da. Coata/Hho. ExPen... (Schedule Hl 19) Ie. D...hlHorta.... U...IUU../U..... (Schodul. II uel 403. DO 11. Tot.l Deduotlon. (Ill 12. Net Valu. of Tax R.turn (12) 15. Charitabla/Govarn-entel aaqu..t. CSehedul. J) (15) 14. N.t V.l... of Eot.t. Subj.ot to T.x 1141 NOTEI If an assessmBnt was issued preViouslY. linBs 14, IS end/Dr 16. 17 and 18 will reflect figures that include thB total of Abh returns RSBassed to date, ASSESSMENT OF TAXI 15. Aaount of Lin. 14 .t Spousal rat. (15) 16. Aaount of Lina 14 taxMJle .t Lineal/Cl... A rat. (16) 17. Aaount of Line 14 taxMJ1. .t Coll.t.ral/Cl... 8 r.t. (17) lB. PrInolp.l Tax au. TAX CREDITS I PAYltENT DATE 09-05-95 3n.:>87 nn 395.708,00 .00 395.708,00 185.560.9S X ,DO. 210.147,02 X .06. .00 X.15. (181 ,DO 12.608.82 .00 12.608,82 RECEIPT HUIIIl E R AA082101 DISCOUNT l+ I INTEREST (-I .00 12.000,00 AHOUHT PAID INTEREST IS CHARGED FRDM D3-03-96 TD 10-30-96 AT THE RATES APPLICABLE AS DUTLINED ON THE REVERSE SIDE DF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 12.000.00 608,B2 36.39 645.21 . IF PAID AFTER OATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1. NO PAYHEKT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIOHS,I 'PS411oolao ~ \'~ \'I~'4uI l.uot\t~ 'aot4DH MA "0 ~ 14-.. "OUI4nd11O:II 4..J14UI MA "1411 ~ II 4~.d n .\",........ MA to '41P -n puG"lq .AIP III) Ule4,1. 04 "0141'00'1:11 "''''4U, UI '01"'" 1'1" \UlnbuIIIP ..-o:lleq W.4 ~ "14tl pena'l ':IIt4DH AUf-. 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UMq '.. \1hA ''''''4VI pus n4 MA 1eeckN' Ptl"lDlt no" .. POI..1d -14 .... ." IlA VI pull ........ .., "f4 VI '.qll.1ddII .t ~n"'" "OU1dIOU"'d_UOU 'Ill! .POI..1d ,q.... "4 -n '0 pull -n "141' AIIP \...U -n '9661 '11 A"lf'IUIr l"O,eq Plld ,au pus 'pn'H.. '.....4U' pue n, IMA '0 1'404 MR "0 pl4nd11O:II '1 ,q.1UN "OU'dloU"Id..uou ,q._ nl n. elU .PMOIII 'I PI.d 1m, IMA '0 'LnOOSIP cn) 4U1oJId 'AU 1 ''''"11 '.4U1P1~ "f4 "'41' .~uo. ""1':11 CE) M"\{l uI"'IM PI" 'I IInP "4 A.. n ....0..... 'lql401....00 AT'^I4'''4'IuI~ 'a UOl4au11dxl us "0' CI051.~) M'uepI~ ,u.pl"1I I "0' ~"4111 kll ':IIUI4'''~I "0' ,uo"~,,,'VJM \'I~ "4 '0 i .oed lIS 'iOi'..'Il ClIl) ~ 1090-lllt. 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'4u.asl...dd8 IMfl "'I" plU'"'' \00 ......4vI uI ,q.." o<uy 11HOJ1~lI"'1ID 'CAIVO pI"l.dltJ DurJ"", Z!iZI-ZLt UUJ .alU ''''OI-lVt CLUJ ...1. ."nqll....1tH laoDl UI"'I" pull 'IUlA.A''''''d IP,'4no 'onl-Z9Ii:..00V-. .1U8AI....""'d uJ 11Ik.l1"ltPJa '."0' "01 ,..~ NI"""" DuI......US ..~-"I .'I~ Ilfl DuI'I':II Aq "0 "'~I"D 401"4'10 ~^'II [Z .,4 '0 Aus '1111" to ""'IBIII IIlA '0 .:IIU'O MIl \8 l,qltUIIM I'" .UOUI:IIttddw .(EUI-ft]H) MXI.1 1"4'] pue .:MJIU"IMfJJ 'l"'AI~WItd to punj'lI ''OJ "OnaonddWM us Bunl..-o:ll Aq pl4'anN" eq A.. 'V""4'1I XII MA UO pI..anN.. ,au .." 'PI'I" 'UP4IJ:II "4 I to puI1I'" , I(te) CIIt1.:BIl 'w.\ MIl 04 plnddl J~I"''' ';UII '1U" enp eq An 'PI"" ......4ul AUII o. Plrtdde eq 4'''11 I1IM1S PlAI.H.. ...........d II' .tN3D, 'S1'IN dO II31SIO:nl 104 l'qI".d "1P"0 AIUOII "0 lr.*P 1)fIN... ''''1' ....IAU IIl.A uo pl4VI"d '111" to ".....,.~ MIl 04 ,UMA.d JnoA tnl" UIIqM pull I:IInOff 'Itn 'a uon..od dO, MIl 'PI,ea 1J.JrDW.,\'d .0"11 "OUOIS 'S.d ZL .1661 '0 ZZ 40' '40' Xl1 '4'4s3 pus 1:IIUI\1"IMfJJ MIl to O_IZ UOUHS to 14U1H"lnbI.. IMA nUt"' 0.1 I~UDH ,jQ 3SOdlInd .......4VI .",""' lPNI A... "0 14'" (11"1.1110:11) I ..." l"t"'l ~4 \. ..XI! I:IIUI\I"~J ...t'US"4 ...... puR 8'1."~ 04 4QBI" IMA "A""'" A,"'''dk. AqI"l'I tnl'~~ MIl ',,,I'A "0' "0 1"1 "0' 148", AVe to "OI\8"ldXI MIl "'4t. ,uepIOIp ~ '0 "I"'loI'.ueq CII"'411.00) I "II~ 0. \........orus "0 UO'.....od VI pi"""''''''' '1 1414" MIl uI 4""14VI 1"",hI ALII H -- 1161 'ZI Jllqlleoea l"O,eq "0 UO BuI"P .,~p '0 1.4'1'] IHQUYf.GSiRI 0.:0 ~( ) , '. ..- :11 ,-- N ,- e...:> '-.' '.... " [l'L' CC - "J P' , , l. ~ q) :3 Go -'t '." .,'. i? :"',1. " .~ 'i.~; . . . r: IS: '1~ -II BURUU Of INDIVIDUAL TAXES INHERITAHC! TAX DIVIIION tlEPT. r""1 HAAlIIIURI, Pi 171r'."'1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT <!...- *' ....uoo""....... MARK R PARTHEMER PO DOX 741 HDG OAT! !STAT! OF OAT! OF DEATH FILl! NUIIIIER COUNTY ACN COLEMAN PA 17108 10-28-96 HERPEL 06-02-95 21 95-0564 CUMBERLAND 101 _t R_itt... MAKI! CHECK PAYABLE AND REMIT PAYMENT Tal REGISTER DF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE, TD In...... p,,-r ......it to your ..count, _it tho _r portion of thla fOI"ll with your tox p._t. CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... iiilj:iliii'i-jijf-APp-co3":;'96r-----..ii-iiiifiiiil'iiii:i'-fA"x-srA'fiiiirif-oTAC-ciiuN'f--iii.--------------------- !STAT! OF HERPEL COLEMAN FILE NO, 21 95-0564 ACN 101 OAT! 10-28-96 THIS STATE"EHT IS PROVIDED TO ADVISE OF THE CURREHT STATUS Of THE STATED ACH IH THE HAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHEHTS, THE CURREHT BALANCE, AND, IF APPLICABLE, A PROJECTED IHTEREST fIGURE. DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT, 10-15-96 PRINCIPAL TAX DUEL 12.608,82 PAYMENTS (TAX CREDITS), PAYMENT DATE 09-02-95 RECEIPT' NUMBER AA082101 DISCDUNT (+) AMOUNT PNP) INTEREST (-) :n 12,00'0 :00 ; :TJ (I' 630.44 ( , i. ! . - , J I,' t,: .I.J' " 'll TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE 12,630.44 21. 62CR .00 i l I I w If PAID AfTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION Of ADDITIONAL IHTEREST. ( If TOTAL DUE IS LESS TIWl tI, NO PAYIlEHT IS REllUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, YOU flAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS FORlt FOR IHSTRUCTIOHS. I 21. 62CR \, PAYMENTI DIItMh the t. "~tlon of thh MoUe. ..... __u ..1U1 you~ JMI,...,t ... peyalbl. to the ,.... ..... Mldn.. print.. on the; ~..,.r.. -s.. .... If RESJDENT DfCEDOfT ... chM:k o~ IIOMY o"'~ payab1. tal REGISTER Of WILLS.. AGENT. -.. If NON-RUlDOn' DfCEDOlT .... cMck o~ HnlIY o"'~ PII_l. tal cotItDHWEALTH OF PENNSYLVAHIA. All ~ta ,....lWid ...11 ba ...U" fint to any lnt.~..t whletl ..,. ba dull with .,y ~_l"r IIPPU_ to the; tax. RU\IGI (aUI A NlhrId of . tax c~..Jt, ....Ich .... not ~....tlld on the Tax Aeturn, ny t. r.....tact by c~leUng WI -",UQlUon fo~ Refund of ""'Qlv.nl. JntMrlt.nc. .,., E.bt. Tax- (REV-Ins). AppllCIIUon. ar. ..,.11l1bl. at the Off... of the R....t.r 0' WIU., .,y af U. 23 Rn.... Dhtrlct Offle.. or f~. the Depa~""t.. Z4-ttou~ .._rb... MMI'lca ~n fo~ 'OMl' Ordl~lngl In P....,sylv.nl. l-IDD-:s6Z-ZDSD, autd. p....,sylvanl. ... ..Ithln loc.l "'~rhbura ar.. (717) 117-ID94, TOD' (717) nZ-llSZ U_~lna I.-Ir_ only). REPLY Tal DIICCUfTI PENALTY I JNTERESTI Due.tlon. r...nUna .rrora contained on this noUe. should t. IIddn.Md tol PA Pep.r....t af An........, Iura.. o'-lncUvldual Tax.., ATTNI Po.t AlM....,t A.vl... Unit, Dlpt. taO'DI, "'rrhburl, PA 17121-0601, phone (1171 111-65a5. ! l :~ If ~ tax w. Is paid wIthin thr. (SI c.l....r ~th. aft.r the -""t.. Math, . flVII par~t (Dl dllCCU1t a' thII tax ~Id h .Uawad. 1M ID tax --.-.ty non-paIrUolpaUon ,*,,1 ty h ~t.:t on the total of the tax and Inhr..t a.M.Md, ..... not paid eM'O,. January II, 1996, tM fir" chIy a'hr the Met af the tQ --.-.ty parlod. , ti Inhr..t la char.... beGlnnlng with fl~.t MY of dellnquenoy, or nl,... (9) -.nth. ..... OM (1) ct.y fr. tha ct.t. of death, to the ct.t. of p.~t. Tu.. which bK.. delinquent "'or. J.,.".~y 1, 1912 baar Int.r..t .t tM rat. ot .he (~) parcant pa~ .... c.lcuiat. at . .11y rat. a' .DDUM. AU tu.. whlch IMc-. MUnquant on -'" .ft.r """ry 1, 19IZ ..111 bear Int.r..t at a ~"a which Id11 VIIr)' 'r. CIII"r yaar to cal...r YNr with thIlt rat. ~ by tha PA o.p.rt.ant of A.v~. 1M appllcabl. lnt.r..t rat.. for 1912 through 1996 ar., I ~ V..r Jnt.r..t Rat. o.lb Jntanat factor DallY Int.r..t f-.tor , I I ! , v... Int.r..t Aat. I... UX .DOO~I 1917 'X .DDDZ41 I,D I" .DGD4S1 19...1991 IIX ,OaOSGl I... IIX .ODlSlI I... 'X .DDDlU 1915 I"" .OODS56 1995-1994 n .DD019Z I'" I'X .DOun .995..1996 'X .DDDZ47 --Int.r..t I. CIIlculatad a. fallow'l IIITEREIT . IAL&IICB DF TAll UNPAID X HUKBER DF DAYB DELINQUENT X DAILY IIITEllElIT FACTOR " l" . --AM Hottea 1I1U1d aftar tha tax becoM. iMUnquent Mill raneat ., lnt.r..t calcuhUon to tift..., USI ct.YI bayond the data at tha ..M....t. If pa~t h ___ aft.r tha Intara.t c..-uUiUon data."...., on U- NoUa., adcUtlonal Int.,..t ...,.t ba calculat... ~. -. ..- ....~, -. .- . -----------,-.-.'-'f""------..---- ----.--. - ------'.----- --.----' . ~"" '. ..--')' 0' "".. :'AA', ',10'82' '1',0, 1/ COMMONWEALTH OF PENNSYLVANIA' tlo, , ,: ' , ,,",' DEPARTMEflT OP REVEflUE ~ii.\I" "I~"I ' pFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~~ . , I , i ACN ASSESSMENT I!' CONTROL ... NUMBER AMOUNT RECEIVED FROM, . I SNYDER DDN I.. POBOX 741 101 SlE,OOOoOO . , HARRISBURG, PA 17108 ":' 'OlD HUI ESTATE INFORMATION, ~ FILE NUMSER Y el-199:5-0:564 ~ NAME OF DECEDENT (LAST) I!;iI HERPEI.. COI..EMAN II DATE OF PAYMENT EJ POS MARK DATE COUNTY BBN 171-Se-464e (FIRST) (Mil CUMBERI..AND DATE OF DEATH SEAL MARGARET HERPEI.. C/O DON I.. SNYDER CHECK. 091 m TOTAL AMOUNT PAID .1e,OOO,oo PB REMARKS REGISTER OF WILLS RECEIVED By)JUU,lI. C "(fI"" I ,'; ,,'/ . _' " r1 SION..,r,~ I, /, ) MARY C, I..EWIS REGISTER OF WII..I..S .' ,~. -------------------- -----------.--~::;----r:. . <, ~... . ,I ",t ... -,_. . '\' : . . .. , " ~. ., , . , l ~" ..., \' , . : . --::':."- --~. ,-"""'-- t..-"'~ -"(..~. . ..---.. Inventory 01 the real end personal estate 01 . , ' COLEMAN IlERPEL deceased REAL ESTATE ~/- 9.5,56,/ NONE PERSONAL ESTATE stocks and Bonds per attachments certificates of Deposit and Funds per attachment 94,087 75 131,906 95 TOTAL 425,994.70 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1 J ss: Margaret lIorpel bolng duly Rwn,..n .ccordlng 10 I.w. depolol .nd "Y" th.t s ho is .'.dm4-n-e4-I!Ta-&r-i~_ or tho E.t.to or Coleman Herpol I. to or TOWIl!U1,!,P_ .O_L~GH._t_,l?J:Ul1lJlb.Qro. __ . Cumborl.nd County. Po.. d.coolod ond th.t tho within II .n Invontory m.do by M""'g",..,..l- 1~<;>rp"'J '. the uldAGm4nistratrix or tho .ntir. ....t. or ..Id d.c.d.nt, condltlng or .11 tho p.rson.1 prop.rty .nd rool ....t.. .xc.pt r..1 ....t. outsld. the Commonw.olth of Penn.ylv.nl.. ond thet tho flguro. oppo.it. o.ch It.m of the Inv.ntory r.prol.nt It'l f.lr v.luo .. of tho dato of d.codont'. dooth. Sworn to .nd sublcrlbod b.foro mo, ~'o~r 19 96 11 Gale Circle NOTARIAL Maronetta F. Miller, Notary Public Harrisburg, PA Dauphin County My Commission Explres Jan, 10,2000 Dato of D..th Camp lIill, PA 17011 Add,... ~",""I"."""~"', June Month 1995 v.., O'Y INSTRUCTIONS I. An Inv.ntory mu.t b. flI.d within thr.. monthl .ft.r .ppolntm.nt of p.rson.1 r.pr...nt.tlv.. 2. A suppl.m.nt Inv.ntory mu" b. fiI.d within thirty d.YI of dilcov.ry of .ddltlon.1 au.ts. 3. Additlon.1 sh..ts m.y b. .tt.ch.d .1 to p.rson.lty or ro.lty 4, 5.. Articlo IV, Flducl.ri.s Act of 1949. ,I I ~ o ..... z w > Z .; Z :! \ 'J I , , I r n. ,.,j .a Ul QJ l:: I-< :J '.,j 0. ::I E-< 0' ~ .,; Ul w 0. co '" ~ '" l- I-< " ..... w ~ 0. .. . ... Q, .0 u co I-< ... 0 .. w :n H Ul c '" QJ ,.. J: '" '" l:: " e ::!>e Q, Q, I- ...J U. p., l:: .,; QJ ~o. U. ...J ~ 0 ~ QJ Q, .a ~l'l 0 -< "'I p., >. .j.J <QJ Z '" :1 - I-< 0 C .j.J " III U Ul " p., ..,j Vl Z 0 '" ~! III u .... w -< '" ... . .... Q, ~I ... ~ 0 c - .. 01 0 " .>( .j.J u, .. I-< Ul -" i .. E ... ... III 0 - ..!! 0 :<: p., I " " 0 , ...J U u: '" , i ! . DEAN WIITER REYNOLDS INC. 30/ Markel Slreel, p, 0, Bax 12053, Harr/sburg, PA 17108-0006 Telephone (717) 255-6666 / (800) 676.0673 .Ii ~j ,'+ l~~.'W ,I., ,.' August 16, 1995 Boswell, Snyder, Tintner & Piccola Attn:Maronetta F. Miller 315 North Front Street P,O, Box 741 Harrisburg, PA 17108-0741 Re: Estate of Coleman Herpel Dear Ms. Miller: In response to your request of August 7th, we offer the following informatiDn. 1. Registerd owner of account 410-40839-017 was solely Coleman Herpel 2. Account established: 8/24/93 3. No changes 4. Not apprDpriate 5. Attachment" A" ShDWS withdrawals ofS4503.82 on 5/30/95 on sale of 5000 Bethlehem AU WTR municipal bond and $2308,00 on 5/22/95 on withdrawal from Intercapital Liquid Asset Fund (money market fund). 6, The May 31, 1995 statement values would be very close to June 2, 1995 for values of municipal bonds ofS75,800.00. The Dean Witter Intercapite! Liquid Asset Fund had a value at the time ofS2.07 7, ? 8. Attachment "B" shows values ofS75,464.00 and the Intercapital Liquid Asset Fund of$41S,61 Since we have not received lege! papers such as an affidavit of domicile and short certificate of death, the account continues to be carried simply in the name of Coleman Herpel. We are enclDsing copies of account statements for May, June and July Df 1995, When YDU are ready to establish this account as an estate account or ifYDU need further assistsnce, please call my office at 255-6657. Sincllrely, ~~~ Lillian E, Hayward Associate Vice President, Investments Eltltl .f, Eltlte of eot.-.n Hlrpal Oltl of Ol.th, 06/02/95 Procllllng Oltl' 08/25/95 VltUltlon Oltl' 06/02195 Number of Sacurltlll 26 Shlr.. Security Mlln Olvllnt Sacur I ty or pu Oaacrlptlon Hlah/Alk lowllld &Ior Adj. ACCfUll V.tUl 1) 300 AT&T C08P (001957109) 06/02195 51.25 50.5 Hll NYSE 50.875000 15,262.50 2) 400 AMP INe (031897101) 06/02/95 43.0 42.375 Hll NYSE 42.687500 17,075.00 3) 91 lLACK HILLI C08P (092113109) 06/02/95 22.375 22.0 HIL NYSE 22.187500 2,019.06 4) 145 ILACK HILLI C08P (092113109) 06/02/95 22.375 22.0 HIL NYSE 22.187500 3,217.19 5) 100 ILOCK H & A INe (D93671105) 06/02/95 36.75 35.75 HIL NUE 36,25??oo 3,625.00 6) 100 ILOCK H & A INe (093671105) 06/02/95 36.75 35.75 HIL NUE 36,250000 3,625.00 71 200 IAISTDL HYEAS SQUill (110097102) 06/02195 67.125 66.25 HIL NYSE 66.687500 13,337.50 8) 200 IAIITOI. HYEAS SQUill (110122108) 06/02/95 67.125 66.25 Hll NUE 66.687500 13,337.50 9) 100 CONSOLIDATED EOISON NY (209111103) 06/02/95 30.5 29.75 HIL NYSE 30.125000 3,012.50 Dlv .51 E 05/11 A 05/17 P 06/15/95 51,00 10) 200 CONSOLIDATED EDISON NY (209111103) 06/02/95 30.5 29.75 HIL NYSE 30,125000 6,025.00 Olv .51 E 05/11 A 05117 P 06/15/95 102.00 11) 100 DAUPHIN DEP C08P (238282107) 06/02/95 25.0 24.25 Hll NASDAQ 24.625000 2,462.50 12) 200 EXXON C08P (302290101) 06/02/95 71.5 70.375 Hll NYSE 70.937500 14,187.50 Dlv .75 E 05/09 A 05115 P 06/10/95 150,00 13) 100 EXXON COIP (302290101) 06/02/95 71.5 70.375 HIL NYSE 70,937500 7,093.75 Olv .75 E 05/09 A 05115 P 06/10/95 75.00 14) 100 EXXON C08P (302290101) 06/02/95 71.5 70,375 HIL NYSE 70.937500 7,093.75 Dlv .75 E 05/09 A 05115 P 06/10/95 75.00 15) 16 flAST NATL IX AEYNDL (333009108) 06/02/95 NA NA Hll - NA NA E.teto OIIElt.te 01 Cot..-n Norpol Voluatlon OltOI 06/02/95 Shlro. lacur I ty Moon Olv/lnt Socur I ty or Par Oaacrlptlon Nlgh/Alk low/lld Iler Ad!. AccrUIIl VolllO 16) 100 on COIlP (362320'03) 06/02/95 33.75 33.0 NIL Nfl( 33.375000 3,337.50 Olv .47 E 05116 I OS/22 P 07101/95 47.00 17> 100 NEINZ N ~ co (423074103) 06/02/95 45,5 44.5 NIL NUE 45.DODODO 4,500.00 18) 3DO HERINEY 10001 COIlP (427866108) 06/02/95 51.B75 51.125 NIL Nfl( 51.5000D0 15,450.00 Olv .325 E 05117 I 05/23 P 06/15/95 97.50 19) BOG IlCDOIIALDI COIlP (580135101) 06/02/95 37.625 37.0 NIL Nfl( 37.312500 otv .0675 E 05/30 R 06/05 P 06116/95 +0,06750 37.38ODO 29,904.00 20) 2DO MERCIC & co IHC (589331107) 06/02/95 47,75 46.625 NIL Hfl( 47.187500 otv .3 E 06/02 I 06/08 P 07/03/95 +0.30000 47.48750 9,497.50 211 100 MICAOSOIT COIlP (59491S104) 06/02/95 84.125 112.625 NIL NASDAQ 83.375000 B,337.50 22) 4DO MINNESOTA HMO & MFO co (604059105) 06/02/95 59,375 5S.125 NIL Nfl( 5B.75oooo 23,500.00 Olv .47 E 05115 R 05119 P 06112/95 188.00 23) 100 PNElPI IKlDOE COIlP (717265102) 06/02/95 55.B75 55.125 NIL Hfl( 55.5000D0 5,550.00 Olv .45 E 05115 R 05119 P 06/08/95 45.00 24) 200 lITE AID COIlP (767754104) 06/02/95 24.25 23.625 NIL Nfl( 23.937500 4,7117.50 25) 200 IIIIIIT TECHNOLOOf IHC (B6627E101) 06/02/95 31.5 30.5 H/l NASOAQ 31.00??oo 6,200.00 26) 400 IIIX TECNIKlLOOIEl IHC (92929Cl107) 06/02/95 27.375 26.B75 NIL Hfl( 27.125000 10,850.00 Tot.l . SOcurlty Voluool 1233,287.75 Total. Accrual.. S830.50 Tot.l Portlollo V.lllO . S234,118.25 IDHARRIS@ .. SAVINGS BANK Harril Ssvlngl OpereUons Center 635 North 12th Street Lcmoyne, Pennsylvania 17043 7171731.1440 717/731.0859 Fax August 15, 1995 Boswsll, Snyder, Tintnsr & Piccola 315 North Front street P.O. Box 741 Harrisburg, PA 17108-0741 The information which you rcqu~oted on the account(o) oC Coleman Herpel Estate (llodnl S!lcurit)' Humber 171-32-4642) iB 00 Collo~lIl. Account !lumber( II) 23-55-262407 23-60-254D55 23-56-253969 ClaSIl of Account 11 Mth. Cert. 17 Mth, Cert. 1 Yr. Cert. Dllte Opene!! 2-6-95 9-7-94 1-3-95 Principal Dolance $2,552,eo $5,000.DD $2,538.38 Accrued Interest 50.30 51.06 121.44 Ilalllnce Il t DIl te or Death 2,603,10 5,121.44 2,589.44 Account Ownerllhip Individual Individual Individual !lame of Joint Owner, if on)' Interest Ratel 6.20% 5.91% 4.e3% Dnte Ownnrshil' WIlS tstnblinhod 8-5-94 9-7-94 stock information unavailable. 1-3-95 Additionol InCor- /:IlItion Re'l\lnntecl ,v , , ~,.i\.l""-'.u~ ,",'.'. \ \ ACCOUNT NUMBER(S) 04-05-007887 MOney Market CLASS OF ACCOUNT DATE OPENED 2-6-90 $11,141.27 PRINCIPAL BALANCE ACCRUED INTEREST 4.04 BALANCE AT DATE OF DEATH 11,145,31 Individual ACCOUNT OWNERSHIP NAME OF JOINT OWNER (if any) Intereat Ratel Tiered rate, 2.85' and 3.69'. 2-6-90 , .' DATE OWNERSHIP ESTABLISHED {. .)1 { , c: Sincerely, --/~~ /17 -: Gretchen L, Cale Sr. Retail Administration Services Rep. ACCOUNT NUMBER(S) CLASS OF ACCOUNT DATE OPENED PRINCIPAL BALANCE ACCRUED INTEREST BALANCE AT DATE OF DEATH ACCOUNT OWNERSHIP NAME OF JOINT OWNER (if any) DATE OWNERSHIP ESTABLISHED I nvestmentAccountStatement/ &~ENDAR YEAR THE.VanSfJ~,,1~91. i.1 VANGUARD FINANCIAL CENTER P.O. BOX 2800' VALLEY FORGE, PA 19482.2800 YEAR-TO-DATE JUNE 30, 1995. PAGE 1 OF 1 1",111,"11I,'11,.11",11"',',11.""11I11,,,,,1111,11,,1,11 COLEMAN HERPEL 11 GALE CIRCLE CAMP HILL PA 17011-2617 ACCOUNT VALUE .33,912.70 FUND NUMBER 77 ACCOUNT NUMBER 9862959840 STATEMENT NUMBER 2892888 Vanguard PENNSYLVANIA TAX-FREE FUNR Insured Long-Term Portfolio ACCOUNT 8ERVICE CALL 1.800-682.2739 8hare. Triolo Tran..ctJon Dollar lhare I..... BALANCE AT - DEC 31. 1994 10.30 01/31 INCOME DIVIDEND REINVEST 162.24 10.58 02/28 INCOME DIVIDEND REINVEST 143.70 10.86 03/31 INCOME DIVIDEND REINVEST 158.15 10.88 04130 INCOME DIVIDEND REINVEST 153.86 10.82 05/31 INCOME DIVIDEND REINVEST 159.88 11. 08 09/30 INCOME DIVIDEND REINVEST 153.46 10.88 08/30 ENDING 8ALANCE 10.88 15.335 13.232 14.536 14.220 14.430 14.105 3,031.118 3,046.453 3,059.685 3,074.221 3,088.441 3,102.871 3,116.976 3,116.976 PAID THII CALEHDAR YEAR Income Dividend. T..lumpl + Short.T,nn + Long-Term Incom. O.ln. O.ln. 931.29 or . TOTAL DIITRIIUTIOHI 931.29 30 DAY YIELD SHARE PRICE-TRADE DATE DISTRIBUTION PAYABLE DATE APRIL 5.39" .10.89 - 04/27/95 05/01/95 JUNE 5.25:1 .10.88 - 06/29/95 07/03/95 MAY 5.28:1 .11.09 - 05/30/95 06/01/95 1m r~ \J~ 1/-.5,1..5 Vanguard Cj U Fund PENNSYLVANIA Aceo 3Ib~I~7 TAX-FREE FUND V'lo... P \--.. ~ f\...L. Insured Long- Term ~ Portfolio PLEAE ~ ) J/. oc":: \, (JJ~ .";) !, /7/ i1ng your address, J ._~ OS! on reverse side, / I' JUP LIST E. (' (oS.~ MAKE THE VI 19101-9892 I ,?'/,O) -". (J \ ~ (IY), \ I ,\C 3 1-1 g- OD?? 0'lllb2'1S'I1l40 3D STATUS REPORT UNDER RULE 6.12 Name of Decedent: COLEMAN HERPEL : Social Securltv No. 171-32-4642 Date of Death: JUNE 2. 1995 WI1\ No. Register File No. 21-95'{)564 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captloned estate: 1. State whether administration of the estate Is complete: Yes..x.. No _ 2. If the answer to #1 Is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to #1 Is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ..x.. b. The separate Orphans' Court No. (If any) for the personal representative's account Is: c. Did the personal representative state an account Informally to the parties In Interest? Yes..x.. No_ Copies of receipts, releases, joinders and approvals of formal or Information accounts may be flied with the Clerk of the Orphans' Court and may be attached to this report. Date: March 27.1997 Signature ') J 12 O_(J~ Namei ~-R: ;tt~eme~. Es~~lr~-- Address: 31~0t1tl Front Street. Harrlsburl!. PA. 17101 Telephone: ( 717 ) 236-9377 Attorney for Estate d. I' '0 .n ~ ~\ :;: - -'':'' ~ I' N . ,0, r.>; r~ ,}.; ~ u ~'. u Cl ...... me: P- o: ~:..~ ~o.: . . .'J '" E Qj~ UU