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Home My WebLink About95-00803 PETITION FOR PROBATE nnd GnANT OF LETTERS ;ll - ,q q5- !?O:3 Elizabeth Plea~le Mary "lJ.zabet 1 Eslale of M. also known as ['leagle No. To: Reglsler or Wills ror Ihe Deceased. Counly or CUMBERLAND In the Social Security No. 172- 01-9547 Commonwealth or Pennsylvania The petlllon or Ihe undersigned respeclrully represents Ihal: Your petltloner(s), who Is/are 18 years or age or older an Ihe exeeUI or In lhelast 11'111 orthe above decedent, daled February 22 and codlcll(s) dated named , 19....!!.L (ltalC fClevant circumstances. C.I. renunciation. death or e~<<ulor. CIC.) Deeendenl was domiciled al dealh in Cumbe r land County, Pennsylvania, wilh "pr lastramllyorprincipalresldenceal ,R(>th"ny Vil1"lle. 325 Wesley Drive, Lower Allen TownshJ.p, MechanJ.csburq (list meet, number and mundpalil)') Decendenl.lhen <)1 years or age, died October 10 ,19 <)5 at . Except as ro Oil'S, decedent did nOI marry, was not divorced and did not have a child born or adopted arter execution or Ihe will orrered ror pro bale; was nOlthe victim or a killing and was never adjudicated incompetent: !\Jnnp Decendent at death owned properlY wllh estimated values as rollows: or domiciled in Pa.) All personal property S 2 0.000.00 (Ir not domiciled In Pa.) Personal property In Pennsylvania S (H not domiciled In Pa.) Personal propeny In County S Value or real eslate In Pennsylvania S None situated as rollows: WHEREFORE, petllloner(s) respectrully request(s) Ihe probate or the last will and codlcil(s) presented herewllh and the granl or letters testamentary (ICSlllmcnlarYi adminiSlr31lon C.I.ll,j adminlur:ulon d,b.n.c.t.a.) theron. i ,,- '5~ ",n c -g.g n'- -:;;~ ..,.~ EO ;; C M Vi ('Nt S '1/1 .,,, 1~/ll",{, Al/\ (/4 /, - ~1, 1.1J J'w III ,If (. '. 11/'//11,) (/, U ,,-j / I ' 1--" I CoreStates Bank, N.A. P.O. Box 3959 r."oc""ter. PA 17604 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERI.AND } as The I.ethloner(s) nbove-named slYear(s) or uHirm(s) that Ihe statements In Ihe roregolng petillon are true and correct to ihe hesl at' lhe knowledge and belier or petltloner(s) and Ihat as personal represen- tatlve(s) or the above decedenl petitioner(l) will w~1I and. truly. admlnist.eJ}he eSlate according to law, 1~.~~/}.I ~1'T/"'I.?J?!!/J1,/JA (.J Sworn to or arnnned and sUbscr.!bCd { ~) ,( (t.( ( 1/(.///(//1 Itif 5!l berore me this 7.4 th day or I . ~ ":':: . OCTOBER I~ q~._ . !:. ()1'(/71 I' ~ It. , ~/'{ ,'I IIL<::'UIo'L) ~ /6"- (,J ~ I flY C .'~ ,EWl S C/", -Iy 'Regimr ~ No. 21-95-803 Estllte of a/k/a MARY ELIZABETH FLEAGLE M. ELIZABETH FLEAGLE ,Decellsed DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 26 19...1.L, In consideration or the petition on the reverse side hereor, satisractory proor having been presented berore me, IT IS DECREED that the Instrument(s) dated February 22. 1983 described therein be admitted to probate l\Dd OIed /Jr rtecor~is the wt wlll or M. ~lJ.zane n F eagTe a/k/a MARY ELIZABETH FLEAGLE , and Letters Testamentary are hereby granted to CoreStates Bank. N.A. Mary c. FEES Probate, Letters, Etc. ~........ S Sb'J'tacl,lft?Ocates( 1) ..... .. .., S Renunciation ................ S JCP S 5.00 TOTAL _ S Rn nn Flied ......QC';l',Q~,E;~..~fi,....l.~,.!?..... . 60.00 .L~:lffi Alvin H. Blitz. E5~. (55752) ATIORNEY (Sup. Ce. 1.0. No,) ., ' 10 S. Market Sq., Suite 500,. P.O. Box 1265 J.t~".,.~ c:hllyg. pn 1" nR-' '';c; ADDRESS (717) :/JE-95R' PHONE (') n ::0 r:: " , ,. 1 : , r ~ C.,'; L -, J~ .:::. ".:J .J \,I;' :.\) .' , .... .. [::-: :. l3:l/)~ MAILED LETTERS AND ORDER TO BRK-OCTOBER 27. 1995 ;,~; 'j':,,' '~~~. \,;.i~~}; ;'/;,;,i,;~,ri;;:' 0' + : ',', , . "'<}'0:;~i " ".:;~' ,: ",;.:L' ;;::,;~;.,,). )',"'. , .. .. "". ':." .. ~' '~ ~'. : ,.H' . . ..... ',: . ..... . c' o ", ,I; ~, :. , . .... :~ ",' ,; ,;.- ; :sw;~;; : :~: .;f' '. > ':.... . , : _ .:_:\:-:;c~~;~ ~_::~; ~ ~- ,,-4._ ';., J.. ' :........ ",' . ' . '-., : . , " -': ". ,: . "i;.. . :<"e,' ",'.:,' :',' :fj;; ".' "",:.:', .:) {'; ,,'. '.:"~: ~~~~}\"f';':: ';", L; . '. ",<""..>" ;",.', :',..." .\......-.,;.,:"'..:, , . ':, " ',: :,.::;"..., ;' ,', ...: ;. ',,' c,. ";',\~_:,::. ",,> _ f .- -';.;.:.,:-,- " .'-. ," ; I . .., ',"::::,',;..>.'.1~;( .H':t;,,<:,,>, .1 ,", . ':. "" '" ", ":", .' " ',/ ,: ':"":', , '.- . \:,. ".:' >" ',;' , :",,::': .." ; {"'; .-' , ',;:~;:!;~, ""; ';','0" :",<;";'f:,.; ; ;,.;i,t .7/"" ~. , 'c;.'ii5::(. c :"';;;;." Ol~f ~.2..,[~ .', l . ~ ,,:,:. ~ ,'. ;' '. .<' ,<' ~. ,', :", 'C:::.: .\,,-,,,.',, ,<. i'" ";;i:\~"}" jj'. "!"t::(" '.' .~ ;' . '~"', ,," ~(}J-.f'6b/- If . ..... ,. . . LAST WILL AND TESTAMENT OF M. ELIZABETH FLEAGLE I, M. ~;LIZA[\F.TH FLEAGLE a/It/a MARY EI,IZABETH FLEAGLE, pre- sently of Harrisburg, County of Dauphin, Commonwealth of Pennsylyania, being of sound mind and disposing memory, realizing the uncertainty of this life, do hereby make, publish and declare this to be my Last Will and Testament, reyoking any and all preYlous \~ilJ.s and codicils, and hereby will and dispose of all the property which I own at my death in the following manner: I. As Executor of this my Will I name and nominate The Hamilton Bank, with offices in Harrisburg, Pennsylvania. II. I direct that my debts and the expenses of my last illness and funeral shall be paid by my Executor as soon after my decease as may be convenient. III. I give, devise and bequeath all the residue of my estate, real, personal, and mixed wherever situated, including any property over which I may haye any power of appointment, unto the Trustee of the Trust established by that certain Trust Agreement executed 1983, by myself as Settlor and naming The Hamilton Bank, as Trustee to be administered and disposed of as part of the aforesaid Trust as an addition to the principal subject to that Trust Agreement as it exists at my death. IV. I giye to my Executor, in addition to and not in limitation of common law and statutory powers, all of the powers and discretions given to my said Trustee in the aforesaid Trust Agreement, including .... " amendments thereto, incorporated by reference herein. All such pow- ers and discretions may be exercised by my Trustee or by my Executor without application to any court. In the eyent said Trust Agreement, including any amendments thereto, shall not be in effect at the time of my death, and/or in addition to the powers therein granted I give my Executor the following powers, in addition to powers giyen by law: A. 1'0 retain any investment owned by me at my death. B. To make such investments and reinvestments and in such pro- portions, without limitation to what are known as legal invest- ments, as shall be considered beneficial to my estate, including common and preferred stocks, securities in the corporate fidu- ciary or in a holding company controlling the corporate fidu- ciary and common trust funds operated by the corporate fiduciary. C. 1'0 (1) participate in any merger or reorganization affecting securities held hereunder at any time; (2) deposit stocks under voting agreements; (3) exercise any option to subscribe for stocks, bonds or debentures; and (4) grant proxies, discretion- ary or otherwise, to vote shares of stock. D. To manage, operate, repair, alter or improye real estate or other property, and to lease real estate and other property upon such terms and for such periods as my Executor deems ad- yisable. E. To sell (and to grant options for the sale of) any real or personal property at public or private sale for such prices and upon such terms as my Executor considers proper, without liability on the purchasers to see to the application of the purchase money. F. To borrow money without liability on the part of the lenders to see to the applicati.on thereof, and to mortgage or pledge any real or personal property. G. To register securities and other property in the name of a nominee. H. 1'0 make distribution in kind in shares different in kind from other shares, at valuations to be fixed within the sole discretion of my F.xecutor. I. To compromise claims. J. To make partial distribution to any beneficiary under this Will, including the Trustee of the said Trust Agreement, inclu- ding any amendments thereto, mentioned in paragraph III. of this Will, prior to the final settlement and distribution of my es- tate. The amounts of such partial distributions, the time or times when they shall be made, and the occasions on which such distribution shall require recomputation of the beneficiaries' proportionate interests hereunder for purposes of equitably allocating income and changing asset values pending final dis- tribution shall be entirely within the discretion of my Executor. - 2 - - . , . . . . COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY O~. DAIJPIlIN We, lJtF6 #teL. J. 0 , and fl,A,t;' / -V"//PlH.-/ , the witnesses whose names are signed to the foregoing instrument, being dUly qualified according to law, do depose and say that we were pre- sent and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and VOluntary act for the purposes there1n expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. ((2/ d# ~.' . ;~~..~.' y . Sworn or affirmed to and subscribed to before me by A.~t{j a;.i/.(v and Y/li1 If. '-~lli/)tlh - ,this dd 11 (( day of February, 1983. Ltk-ii c1 /41d.;7;;;/~ NotafuY Public UD/JII A. IIORDSTROM, NOTARY PUBliC HAOr.:SRIlR(l ~AlIl'l!l/I CO'oNIY My COMlW.SiOIl Hi'~j.j "'1" ","1 In" COlTlllill~R~ on A>< t r"'s.... ",J . fit"'t"lTl:iflvam,'li ..seLja!I}!!. .oj Nc:arics My . ; " - 5 - " [;'Li:,:X,ts'i.rtl ),t.Zt;5f:I:ic,8'eJ..s ,. ;{...~~~~~~' ~ ~~~j,!:~~~;:;W:::.1 '1-". !> If.;'' J 0000 _~~7 CUltAbNla>td COIH1/y . I' 1. l; i, ,'. r \ r (.. ( '1 f'_,li: '. f',~ I r~, . \'., r- 4:;}: ,-.~ ._. .-,~._-:--- -...-,~-. ~ .-..... ._. ....-........ , . 'o\. ~ ...., - COloStalo. Bank NA Trust Ta. Division Fe 1.3.9,20 1600 Malkot Stroot PO Bo. 7668 PhUndolphla PA 19101-7668 u.:;. 1'~~T.IC[ 'HI j.l~Hllttlrl Hltt.f-J~l Itun~ $1" IV. (~6 HP1uur,' CoreStates $142 00018655.05 CoreStete. Tru.t end I"v..tm.nt Group ~(' UJ,lls of fe9,'s{e,r COLl r -l t\ OllS"e. Car I ,'s Ie.. \ ?f\ lold II < .' "11 ! I'fl' , j"I" II' 11 , - 'I' "" CERTIFIED ' I~O/3 CERTIFIED MAIL Z 088 563 514 MAIL '",'"",'""""'1"""'""'""""""',,,1// $. . . ',1 - .. . ,,' ~ t.... .' ........ -,'.' .' _ l~'.':i,;'.i-' "\'0') -t....: , ,,- ,f~'. \ , .' . .~ f," ' '/, '. \ ..!J::" " . .,'. ... ,,' 'f ,," . ' _:..: t:. . . . .' ' \ Corenatea Bank, NA Truat Tax Dlvlalon Fe 1-3-11-20 1500 Market n. PO Box '11118 Phl1adelphla, PA 111101-711118 Harkln R. Knlght, Jr. Dlrect Dlal (2111)1173-8026 rax (21&)1173-2072 . CoreStat.. January 10, 1996 Reqi.t.r ot Wille ot CUmberland County Court Rou.. Carli.l., PA 17013 Re: Estate of M. Elizabeth Fleagle 02702-000084 Died: 10/10/95 will I: 21-95-0803 Dear Sir: For tiling with your ottice, we enclose our check in the amount ot $20,000.00 as a payment on account of Pennsylvania Inheritance Tax for the above estate. Please receipt and return the enclosed copy of this letter. Sincerely, ~ V::;:;- '::ht.::~ l Vice President U cc: Addressee Alvin R. Blitz, Esquire Michele J. Garman 0(") S ;- I() :;J '11 Ci F.. ..". {;'0 'j '..._~ .....c\ ~o " ~c .. ~.... .~'1 t'...l I I '::---:"':""""'~'~"-"--------"'-'-----.---:_.__"""':'7"~,~..~__~~......_,--.-.-._------~----~+-ri-- .i '" 'I' " ~ ..\ ' , . . f .. I , I I I ; I I I' I I , I I I. , j .~ J, , , I I I I , _- -. ........ .... w- ... , . . , , - ._ wr'~__"'__'_,_____ .__.,_~~~_~..,.".....___ -'~ . ~ ~ ,;_.. ", " D . AA"OS'2' 500 . COMMONWEALTH OF PENNSYLVANIA ~~:. .. . DEPARTME~T OP REVENUE ,..~i...'ir..,' OFFICIALRECEIPT. PENNSYLVANIA INHERITANCE AND ESTATETAX ;-':'.-:'Z;;"";~:Zl , :~~"'.':';'~"'.l , . }:. ~... - ,:,;1 RECEIVED fROM, & ACN ASSESSMENT Ii' CONTROL 1:,1 NUMBER AMOUNT \~\ " .j - fatD HUl COREBTATE BANK NA TRUST TAX DIVIBION FC-1-3-9-eO POBOX 7~~B 1~ MARKET STRE~T PHI~LPHIA, PA 19101-7~~B --~- ---- 101 .eo,ooo.oo , 'txDHflf ESTATE INFORMATION, I:t FILE NUMBER Y el-199~-OB03 II NAME OF DECEDENT ILASTI II DATE OF PAY EJ POSTMAR COUNTY SBN 17e-01-9~47 IFIRSTI (Mil , DATE OF IlERLnN REMARKS m.. TOTAL AMOUNT PAID .20.,-0OO".QO CW y. o Ii t. ."'f/'!./ SEAL CORESTATE BANK N A TRUBT TAX DIVISION FC-I-3-9-20 CHECK" 100701 / REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS . ~ , , " ., ..;' .., ./ I t' ". \ ~, . , " '.- ...- ..-. -_.. .-. .- -- ..-_& f-"""""- --""..., -.::.. i .... , '1..-- ---. -~~ ...~ ._. --\-~--:-:--~AJ '1-- \ '. ,,. -. ~.. -", ~.' -.. -.-.-. ....., - .---.....-. . ..-. ..-y-.....- ..... ._.J r..','J,'_'- ~,.:_<__,<i ,f -:-:.":';:~,i:..:/;;L:, jit~~ ,:;';;.j; ;{;";\':::\.;~ r,\''-:,:__;~~:,:~,~>-_,:-,:-:,_;" ..,'.',....'" .i_:, .,. _' ':_;, i, ,':\__\-,?.',l_',t:- ,,_?:':<::,''',_..' _." >, ., f ":'~"1)"':~;:~;1{4' '6I;n1"\'~:COMMoNWIALTif"oll,PINNSYLVANIA "" ,',: Q~~(M,;t~;~';':'i,::~~!.;,i~~~,f\:::;-'P:~'-~Nr'~r il\l~li.. ' '.', . , ""',; ~J;;.,~ . i ,', ;;i~,'if{;J\~"iOffl~'A""ICIIPU, PINNSYLVANIA INHIRITANCI AND ISTATI TAX ,.",.,;,.,.".,;"C"", '.' ." i ' .,.', -i'. ,',' :-,.' ~. .'_j - , .....~--,..- . , i",'f,-~-:";. ':i ;' '.. '~,- ;": .:."'. ~- ,. , . - . . . w.. _ ...._ , RECEIVED FROM. ACN ASSESSMENT Ii' CONTROL iii NUMBER AMOUNT & CORESTATES BANK NA ATTN MARKJN R KNJGHT JR BOX 7558 TR TX FC 1-3-9-eO PHJLADELPHJA, PA 19101-7558 101, '4,313.1:5 toto HUt ESTA1E INfORMATION, 1:1 IlE UMBER 'I el-1995-0B03 SSN 1:1 NAME OF DECEDENT (lAST) (FIRST) ~ FLEAGLE M ELJZABETH II DATE OF PIi MENT II POSTMARK DATE COUNTY fQOHUt 17e-01-9547 (MI ~ CUMBERLAND DATE OF DEATH o 0/95 COREBTATES BANK COREBTATES BANK NA CHECK* 00011475ee m TOTAL AMOUNT PAID 14,315.75 VZ REMARKS C/O SEAL 10" (i ,~I 11/1/i~/ ,,' .. . I RECEIVED By/; ,1( y . /11/,', l, ',,; /1 SlGNA-TUt! _' I MARY C. LEW J 8 ,,' , " ) REGJSTER OF WJLLS I REGISTER OF WILLS --c---'-'-'-'----.,,-,.,.,.,.,=_'--,'""'"C7"'.,---.-_ _, ___ _____-:-'_-,- -Y--,- '~~ I , . ' h~ 4 r, \ I .1 . . . "1 t, i /\ . ... 1..- ..., .:' f' . I 0', ", ~ i, ' . " .-.. .-...- - .... .,--' ~-"."..... .. ~lr _..~.. - - . ,. ~ , ) .--- --:.:--._-~.--...-Jld. r ., COMMONWIALTH 011 PINNSYLVANIA COUNTY 011 CUMIIRLAND . l J u: Hichele J. Garman, Vice President of Corestates Bank, NA being dulV annnint@d .t:h.. Executor . IccorcUn9 to Jew, dlpo,,, In" "Y' th.t she fA n Rpp,.papn~n":h,p of of the Estat, of HI El:l znbeth Floollle I.t. 0' .!.llltl:r_A11J:n.. :r.wmw1ip.._...__ , Cumb.r1.nd County, P.., d.c....d .nd th.t tho within I. .n Inv.ntory m.d. by ~hA "VA~"'n~ _ _ . tho ..Id 0' tho .ntlr. ..t.t. 0' ..rd d.c.d.nt. conalatln9 0' .11 tho personal prop.rty .nd re.1 ettoto, e.elpt r..1 estote ouhld. tho Commonw..lth 0' Penn.ylvonlo, ond thot the "9ure. oppoalte ueh Item 0' the Invontory ropr...nt It'. 'olr volu. .. 0' the dot. 0' dleedent'. duth. .ub.erlbed be'ore me, (... 19.9 c: P.O. Box 3959 Dot. 0' C I~GtM;a' SC.1t l Yrtlh!a "~rik. Nc:...rv P bll al'CiMfPI l~ " u " My COflJmission' E~pt~;~::t,o,r. CO,UfUY c., . Ufc 1 1 J. 2000 O.:thl>er, PCnnsylviltllJ t\ssor'i1tmn n' "'~t1'i . " DIY Lancaster PA 17604 Uti,... October 1995 loI..th f.., INSTRUCTIONS I. An Inv.ntory mUlt b.,lIIed within three month. olt., .ppolntment 0' person.1 repre.ent.tI... 2. A .upple""nt Invento~ mu.t b. lIIed withIn thirty doy. 0' dl.eovery 0' .ddltlonol ....ts. 3. Ac!dltlen.1 ah.,h'moy b. ott.ch.d .a to pmon./ty or rully 4. S...Artl~le IV, Fl.lueiorl.a Act of 1949. .... "'ll ~ "" w Ul . - '" ~ ... ~ . c w ~ . .... " 0 u '" 0 1lI .... f-< . c ~ W l>O Q c j!: ex: .. c:: . 9 .... ... ... .. .. . ~ 0 .... .... on ... -' 1'0 .... ... '" W 0 < < ,;: '" ~ Z a.: "" - - 0 ... " " Q .. .. " In Z ~ :> c:l 0 oe Z w < 0 .... N o-l "'0 .... " .... - ~ w 0 ~ . .j ... ;.:, . E I - " ..1 0 "'0 . ii: ~",?,-';-'''- ~ ~ ~"".'_"'d~.~_,._~ '__'''C_'_'~,,,,----,,,,,,,,,,,,,~_,____,,,.,.~._.--.,< \ '\~~,< ~)_?1;_~~~_~.:;, c-:ru"-''''''-' ".!" 'T:L<';;?""--~ ",- .... , .. ,>" ... . ... ~ . . .... E o ..:c < .... o o - < " . -..,.~~",J'4';'~'''f;.~~~",,~~;,~:~,,}~n,~~i~If:0':_-~~'~~'~\ '"".-, . . '. . , INVENTORY FOR THE ESTATE OF M. ELIZABETH FLEAGLE Who Died on 10/10/95 ------------------------------------------------------------------------..---- FORWARD $ 18/489.17 Checkina Accounts Core States Bank Checking Account 0061345396 Interest accrued to 10/10/95 9/756.24 8.24 TOTAL PRINCIPAL RECEIPTS 28/253.65 . 2 - CAP H Po E ~ C COK K P 8 --. ~..""'.' .... IS-v'3-r.l t/ AEVM floo EX +17-14' FDA OA'nOF orAHt AFTER 12/3""1 CH[CKHEnE IF A SPOUSAL R T A' FILENUMOER 21-95-0803 D l! C E D ~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUNTY COD' DECEOENrSNAM[(lAsr. FIRST,ANDMIDDLE INITIAll OEC[O[NrS COMPLETE AODRESS lea le H. Elizabeth ethany Village aOC'ALIECURITYNUMOER DAnaF DEATH OATE OF DIRTH 25 Wesley Drive echanicsburg, PA 72-01-9547 C'""" Cumberland (IF APPLICABLE) SURVIVIND SPOUSE'S NAME ILAST,FIRST AND MIDDLE INITIAll aOCIAl8CCURITYNUMBER COM~F,t'l~\W:\'H: p,ffJWbrAN1A H"'RRlaB3~t. ~J'i III-OIOt YEAR 17055 NUMBER AMOUNT RECEIVED (8[E INSTRUCTlONSI 1. Orlglnll RelUrn 4. Umhed EIIlle 05. -!LI, R E C A P I T U L A T 6 N 21,853.65 160,040.24 (9) 10,195.00 2. SIlpplemonlal Relurn 4L FulUre Inl..osl Co~rDmI.. (lor del.. 01 dOllh 1ft.. 12-12-82) 00 I. Docedent Dlod Tosllto 00 7. Docedonl Malnlllnod e Uvlng Trult Anech 00 01 WlU AOlch e co 01 Trull C P AlL CORRESPONDENCE AND CONFIDENTIAL TAlC INFORMATION SHOULD OE DIRECTED TO: o 0 NAME COMPLETE MAILING ADORUS ~ ~ arkin R. Kni ht Jr. orestates Bank NA ~ ~ TELEPHONENUMaER ox 7558 TR TX FC 1-3-9-20 - T 215 973-8026 hiladel hia PA 19101-7558 1. Rool Esllle (Schedulo A) (1) 2. Stockl and Dondl (Schedulo 0) (2) 3. Closely Hold Stodc/Pertn,,",hlp Inlorost (Schodule C) (3) 4. Mortglgee end Nolos RocoIvlbIo (Schodulo D) (4) 5. Ceah. Oenk Dopoolll & MllIC8IllneauI POfOOnal Proporty (Sch, El (5) e. Jointly OWnod Proporty (Schedulo F) (5) 7. Trenll,,", (Schedulo G) (Schodule L) (7) I. TOlal Gro.. _II (Iotol Unea 1-7) I. Funeral Expon..., AdmlnlltreUvD CoOII, Mlscellaneaul Expon... (Schedulo H) 10. Debll. Mortglge UlbllIlI... lJ<lna (Schodulo I) 11. Total Doductlonl (Iolal Unoa 9 & 10) 12. Not Valuo 01 Esllto (Uno 8 mlnul Uno I I) 13. Cherltlblo end Gav..nmontal Dequosll (Schedulo J) 14. Nat Vlluo SIlb oclto Tex Une 12 mlnul Uno 13 15. SpoullI Tranll,,", (for dll.. 01 dOlth aftOf 6-30-94) Soo Inltructlonl lor Applleoblo POfconlago on pago 2, (Includo valuoslrom Schodule K or Schodulo M.) II, Amount 01 Uno 141exlble et 8% relo (Include valuoslrom Schedule K or Schodulo M,) 17. Amounl of Uno 141exablo al 16% rolo (Includo valuos from Schadulo K or Schodulo M,) II. P~nclpallex duo (Add lex Irom Uno 16,18 and 17.) II, Crodlll SpoullI POVDrty Crodit Prior paymenll Dlscounl . 20,000.00. 1,052.63- 20. If Uno 1911 grolt.. lhln Uno 18, OnlOf lho dllloronee on Uno 20, ThllII the OVERPAYMENT. ~ D ICheck here tf you ar. requ..Ung _ r.fund of your overpavmentl 21. "Uno 1811 greet.. Ihan Uno 19, ont.. Iho dlllorence on Uno 21. ThllII Iho TAlC DUE. A. Enl.. lhe Inl..ost on tha ballnee duo on Uno 21A, O. Enl.. lhe tolal 01 Uno 21 end 21A on Uno 21 B, Thllll lho OALANCE DUE. Make Check Pa abl. to: Re liter 0' Will. A ent . . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ... ... ".rpanat.aa paf,U,)". ac .1 a' an...mlna ..'llurn, "eu mgaccompanY'ngac a u".n 1I.laman...n to . uto my nowI g..n a It Ilatrua, carltcl&l'ld compl'I... daclata thatallr..I"lIl. hu bun r.ported.t trua mlfkll v.lu.. DeclaratIon of pflpl,.f olh., Ihan the plf.onalflpr...nt.alj'u I. baud on aUlntOf"'IUon 0' which pr.pa,., hi' any "'nowl.dge. (10) 2,576.33 (16) (16) T ~ (17) 169,122.56 X .16_ C o M P U T A T I o N Inlo,ost SIONATURE OF PERSON RE8PO~JLE FOR FILING RETURN (crr sl'/~~ &....JL tl." SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Romalndor Return (lor dltos 01 doelh prior ID 12-13-82) Fod..aI Eallla Tex ROlurn Roqulrod TollI Numbot 01 Silo Dep08l1 Doxol (8) (11) (12) (13) 14 X - x .00. (16) (19) (20) (21) (21A) (210) ADDRESS " 111lJ.:t -_i~ -/1-'. . .~~(.... - - ...-- - - -.. - -.....- ADDRESS .........---..----............---...--......---.--.-- Copyright (e) 1115 'o,m .ollw.... onlv CPSYI'.m., Ine, 181,893.89 12,771. 33 169,122.56 169 122.56 25,368.38 25,368.38 21,052.63 4,315.75 4,315.75 DATE l)~/l' . , DATE Form 1500 IRlv, 7-g4) -i,-. -,......,,.,, Reeu,;" R~.t 'f"t, ~" Ad It " r..'f . '1'\.__ (;i \i.illu '% JUL 15 Pl:22 Clelh.': CumbOd'l'llJ ; r CI)Urt Go" PA , . ,',< " ~ Act "48 0' 1994 provide. 'or Ihe reduction 01 Ihe lax ral.. Impoled on Ihe nel velue 01 Iranllere 10 or lor the u.. 0' the lpaU". The relee ae pralcrlbed by Ihe .Ialule will be: -3'110 (.03) wlll be .ppllcllble lor ..Ial.. 01 decedenl. dying on or alter 7/1/94 and belore 1/1/96 -2'110 (.02) wlll be applicable lor elllllee 01 decldlnl. dying on or liter 111/96 IInd belore 1/1/97 -1'110 (.01) wlll be IIppllcabJlllor elllllel 01 decedenlll dying on or alter 1/1/97 and belore 1/1/98 -SpoulBl lranller. occurring on or alter 111/98 will be exempl Irom Inheritance llIll. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent mlh I tranaler Ind: L *",n1houMarlncomealtheproportytrlnlforred" . , . , . . . . . , . . , . , , , . . , . . . . . . . . , . . . , ,. X b. *"'n 1ho rlghllo dellgnltl who Ihlll use tho proporty trlnlforred ar 1\llnea""" . . . , , . , , . , , , , , . . , . . .. X 0. flItaIn a J8Y8I'IIonary Interest; Dr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X do tIlC8IvtIthlpromIMforllf.ofeltherp.ymentl, benefttl or c....? ... . ..... . ............... .... X 2. If delth occurred on ar boloro Docember 12, 1982, did docedont wflhln two yo"", procedlng doelh trlnaler proporty wlthoUI receMng edoqulte conoldotlUon?1f dOllh accurred enot Docembor 12, 1982, did decedent trlnlfer proporty wlthln Dna yolt af dOllh wflhaut rocelvlng Idoqulle conslderlllon? . . , . . . , . , . . . . , . , , , . , , . , . . . . . . . . . . . , . . , , . . . , , , . , . . . , , . , , , X 3. OlddecedentawolO'lnbul1fofblnklCCOunllthllarherdollh?,...."......,.".,.,..".... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Cop)'flghttc) t... form .ollwlt. only CPSy.t'M','nCo For", 1&00 IR.v, 7-.... REV.. hOt EX . (2-") SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY cO"lI.\l\l~"l~%W~IhY'N" ESTATE OF Fleagle, M. Elizabeth All ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. Plo.so Print or 0 FILE NUMBER 21-95-0803 oln owned w11h RI hI 01 Burvlvorahl mUll be dllcloud on Schedule DESCRIPTION VALUE AT OATE OF DEATH 920.00 Jewelry $7,000 CoreStates Bank Certificate 355-2149850 Interest accrued to 10/10/95 $1,000 Core states Bank certificate 355-2149850 Interest accrued to 10/10/95 $1,000 Corestates Bank Certificate 355-2149850 Interest accrued to 10/10/95 $1,000 Corestates Bank Certificate 355-2149850 Interest accrued to 10/10/95 $1,000 Corestates Bank Certificate 355-2149850 Interest accrued to 10/10/95 Corestates Bank Checking Account 0061345396 Interest accrued to 10/10/95 7,000.00 16.93 1,000.00 38.06 1,000.00 38.06 1,000.00 38.06 1,000.00 38.06 9,756.24 8.24 TOTAL Also onlor on IIno a, RocI Ilulallon (Anach addlllonll 8 1/~ . 11" ahOOIa II more apaco la noodod,) Copyrlghl (e) 1115 10'''' .oltw.,. o"ly CPS)"""",I"e. S 21 853.65 For", 1&00 8eh.dul. E IR.y. 2-111 c ~,: . .;.' . ,~'. ~', .').:;~ I\~.",... ,...:;:.: V . ~... . . . ,j'.. ' ,.; . ~ .,;i:" ...1:....'. . . . . . ~ r;. : .. :.:'- ~'~~. . ,.,'j- , . .,: ~.:~.~ : ,; '.' I.' .'f.., :..1,:,' '~'. , . . ,;M..Elizabeth ",' o' ~. : ;,-;' ',:'. ,:,1 o" ,i~; : .1, !' '"to, . , '.. "L :: I ~ ' '- " ". 'j.I' ~.; , ;':"( ..,,".". " '; ~; ! ~ ' .: ~: .' ~. :~. ", L.. '~; : ,: :; , , .... I' ,I' : ::;;I~ . "'-",-; ..4'" ecurlty Rare Collis ., " ',.'. ',';"'>"".1513Litllz Pike' ": '(,:1. ' ,_ ",'Lancaster,' PA 17601:,t , "r"'" (717))91-9621'1-600-345:6481 ~ "","...\.. ju:" . .~~., ~~'.:,:":~~..P .d ,- ,~:;';j;'::;.: ". . ", ~. '-. ~':~, ;.,~,~-~:: ' ., . 11 \ '. .~"':, .'\ '.,~ ,.' ,J . ;.,~::~:-:("d' :''';~'::' ~. . , , ;. " '.< Fleagle ," :Es tate:;: :-::~.~:.~~r~_:r..::.~~{.. ,-I :""'f',; ""..., ~~;:;:;;:;~-..) ~~; ',; ~.i ::p,:" . 14K White & ',." '. . ;!" ,,' ..... i.. . , , " '^,.... p~"',,, , ;~:',:;>:;:I;~r:'j~~i~ ";, ';,.;!.'t- . . ,,':1t"; .. ~ 1.:. . '>'. " ;..,.: ,......' . 1 p .,.:: '" . '..! " YO" "s;~ : .:~ . ',::r'-" .j:..". ~ l1arch/26, ':..;\:!. .,'. ~; .;,,! , . "'4! 01' - ;1'::' ......... ;.....,.. . ,. . 199'6'" . . ':i.."" " .' ... .w.'.- '!::".. <; ~,.. H,,' d :~.;... "1' '.. .. ' $" 7 5 . 00 " -, '...... ~ . . :600.00 ,. .'200.00 1,:.1 t..!, ,\..,:. 35.00 ..,. ',""'"",10.00 $920.00 ',1'. ' " ,,, . '- .".....-.. -. '.' ~~~: ~F!}:~sr~~.~:'~i.~ ::/:~ '; : ...1 '..,-". ~;f~',>.L.,';!.._';... ~ ::.. '.. REV.. '''0 EX. (2.". cO"IIR,l\lfi;\~{\,W.W~.N'. ElITATI! OF Fleagle, M. Elizabeth SCHEDULE G TRANSFERS PLEASE PRINT OR lYPE FlU! NUMBER 21-95-0803 llllSlICH!DULI! MUST Ill! COMPLI!TI!D AND FILED IF lllE ANSWER TO ANY OF THE QUESTIONS ON PAGE 21S YES. ITEM DESCRIPTION OF PROPERlY EXCLUSION TOTAL YALUE DEC'D, DOLlAR VALUE OF NUMBER lnc"'ll',:",~' 0' Ih, Ita''''.,.. Ih,lt OF ASSET "INT, DECEDENTS INTEREST ,,1111011.';1'..- 0 d,e,d,nt dat. of I,an.f.,. 1. Core states Bank Reyocable 160,040.24 100.C 160,040.24 Trust . , TOTAL IAlso ontor on IIno 7, RoclDllullllonl S 160 040.24 (If moro Ill"" II needod, Insort Iddlllonll Iheets 01 IlIIl10 11'0,) COPrtghl(C) till '0"" .oft..... only CPS)'I'."'I,'nCo FOIl'll 1600 IIch.dul. GIR.v.2..,) - i ~ I I I I - III II! ~ II Ol n 0. - - l\l - Ol - Ii S! 11 sg .., 0; == i to ~ iii - ~U. lii on lii N 'fl.' ",' .,: - on on - - .. ~ ~ - - ~ ~h~ ~ - I - tO~ Iij~ ~ ~~ie .. .. .. ~ ~ ~ ~ ~~ ~~ '"lil ~ - ... - Ol_ Iijif: ~~~~ III ~ - - - - 8 .., ~ 8 0 - ie...i~ g g g g =8 ii m~' - :c :c :c :c cllln~= ~ i ~ IS ~~ "'.. -'" I~";' 'ic . , ,c ,c '" '" " "''' "''' ...C!~ a - - - '" - ~ '" !i ="1 - - 5~ ; ; ~; 5B ~"!1 di dl Ii !~ g !i~ .. ~~ 13 ~a jgg jgg ig ;: I~ - ~ W~~ W~~ ~~ ~ ..." ..." III ! !j! ...~ i to ~ '" lii l<l i> N' - , - - - :I:~ I a.:l i :... I I ~ j ... ,.. ~ : ! " , '" on I d - - - l<l N N N ~ - - - - - N '" 0# REV- 1.11 EX. (7"111 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ple..e Prtnt or _ FILE NUMBER COMlI.'ll\lfh1~{\'~WJVbY'NI' ESTATE OF Flea le M. Elizabeth ITI!M NUMBER A. Funoratl!Jpen"': 21-95-0803 DESCRIPTION AMOUNT B. AdmlnlltraU.. Colla: 1. P.....n.. RopreaenlaUV. CoomUalons SOdal 5ocurt1y Number 01 P.....nal Ropro..nlaUVe: 5,000.00 Yell CoomUalona paid :z. AI10rney FOOl 5,000.00 3. Family ExlllTflllon Claimant RolaUonshlp Addt... 01 Clalmanl at decedent'a doalh StroetAddroaa Cl1y 5talo Zip Codo 4. Prtlbala FOOl 80.00 C. MI_lanlOual!Jpen"': 1. Security Rare coins- appraisal fee 15.00 2. Additional Administration Expenses 100.00 TOTAL Al80 onl'" on Uno U, Roc I\lJlallon (If mora ....c. la naadad, Ina.rtaddlUonllahHla 01 tam. al...) Copyrl,ht Ie) '11.'0''" IOlIw.... only CP8y.tul..lnc. I 10 195.00 FoI," 15008ch,dul, HIR'II, '.111 REV" Uti U. c,.eS) CO....O!l.WE.LTH O. PE!I.~'V\.V'NI' IN~t=I/'~'I.~'bW'E\.'.l'rN UTATE OF Fleagle, M. Elizabeth SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pl.... Prlntol · FILE NUMBER 21-95-0803 ITEM NUMBER DESCRIPTION AMOUNT 1. 1995 PA Income Tax 2. Wanda Riley- reimbursment for hearing aid batteries 3. Holy spirit Hospital 4. cowley Medical Assoc. PC 5. Bethany village 6. Alert Pharmacy at Bethany TOTAL Also enlor on line 10, Roc Itulallon (If more apllCB Is """ded, In..~ .ddlllonalahoola olaamo atze,) cop~o"'Cc) 11"'''''' lotlwarl onl1 CPSYI'lm..l"c. 144.00 8.60 145.75 23.63 2,196.00 58.35 S 2 576.33 Fa"" 1500 Schldl.tl. 'tR.y. '-13) I lit'; J I, M. ~;Ll7.AlIF:TII FJ.~;AllI." 0/1\/11 I~AIIY f.1.l7.AIlf.TII 1'I.~;AI1LF:, pre- sently of Harrisburll. County of lIauphln, CommonwealLh of Pennsylvania, being of sound mind IInd c1isposJnq lIlomory, realizing thp. uncertainty of this Ufe, do hereby make, publish und declare this to be my Last \'1111 and Testament, revoking any on<l ull preYious \'I111s and codicils, and hereby will and dispose of ull the property which I own at my death in the following manner: 1 . As Executor of lhis my Will I nil/no ami nominate The 1I0m11ton Bank, with offices in Ilarrishurg, I'ennsylyania. ., 11. I direct that my debts ancl the expenses of my 1 as t illness um! funeral shall be paid by my ExecuLor aH soon ufter my decease as may be convenient. III. I give, devise and bequeuth all the residue of my estate, real, personal, and mixed wherever situoted, includinu any property OYer which I may haye any power of appointment, unto the Trustee of the Trust established by that certnin Trust Agreement executed 1983, by myself as Settlor and numinq The lIamilton Dank, as Trustee to be administered and diapoHer! of 09 part of the aforesaJ.d 'rrust as an addition to the principal subject to that Trust Agreement as it exists at my death. IV. I give to my Execut.or. in adel! \;lon to and not in limitation of conunon law and sl:atutory puwerH. 1111 of I;he powers and discret Ions giyen to my said Trustee in \;he aforesaid Trust: Agreement, including , . amendments thereto, lllcorpori.lted hy reference herein. All such pow- ers and discretions may he exercJBed hy my Truslee or by my Executor without applicatloll to any court. III the evenl Hoid Trust Agreement, Including any arnemJ/IIenls tlmrclo, sholl not be ill effect at the time of my death, and/or ill ad<.lition to the powers therein granted 1 glye my Executor the following powers, In addi tion to powers giyen by law: A. To retain any illyestment owner! hy me at my death. B. To make such inveRtmnnts nnd reinvestmE'nts and ill such pro- portions, without llmltatlon to whnt arc I(nown ns legal invest- ments, as shall he conHidcrel1 hlmcficial to my estate, Includlnq comlnon anr! preferred stocks, securities in the corporate fidu- ciary or in a holdin~ company controlling the corporate fl<.lu- ciary and common trust funds operated by the corporate fiduciary. C. To (1) partic.lpata in any merger or reor!1anh:ation affecting securities held hereunder' I\t any time; (2) deposit stoclls ullder yoting agreements; (3) exercise any option to subscribe for stocks, honds or debentures; nnd (4) grant proxies, discretion- ary or otherWise, to Yote shares of stock. D. To manage, operate, repnir, alter or improye real estate or other property, an<.l to lease real estate and other property Upon such terms and for such periods as my F;xecutor deems ad- Yisable. E. To sell (and to !lrnnt opLJons for the sale of) any real or personal property at puhlic or priVAte sale for such prices and upon such terms as my Executor considers proper, ~Ii thout liability on the purchasers to seE! to the Application of lhe purchase money. F. To borrow money wi thout 1 j nbili ty on the part of the lenders to see to the application thereof, and to mortgage or pledge any real or personal property. G. To register securi ties and other' property in the name of a nominee. H. To make distribution in kind In shares different III kind from other shares, at yuluatlorls to he fixed within the Bole discretion of my P.xecutor. I. To compromise claims. J. To make purtl"l dist.rIhutlon to nny ueneflciary under this Will, includin!l the Trusl:cC' of the snid Trust Agreement, inclu- ding any amendments thereto, menl:iolled in paragraph III. of this Will, prior to the final settlemenl: ond distribution of my es- tate. The amountn of such partial r)istributions, the time or times when they ohall be made, alld the occasions on which sucll distribution shall require recomputation of the beneficiaries' proportionate interests hereunder for purposes of equil:ably allocating income and charl!)in!) asset values pending final d1s- tribution shall be entirely wll:hin the discretion of my Executor. '.- . , . COMfolONWEALTII OF PEllNSYLVAIHA: COUllTY OF OAUPIIIN ss. I. M. ELIZAm:TIl FLI;:AIlLE 0/11/0 MArlY ~:I.IZAnETH FLEAGLE, the Testo- trix, whose name ia signed to the (ore9olng l.nstrurnent, haYing been dUly qualified according to low, do herchy acknowlerlge that t signed and executed t.he instrument as my I.ost Will and Tostament; that 1 signed it willingly; und that I signed it as my free and yoluntary act for the purposes therein expressed. e~~ Sworn or affirmed to and aclmol'llcdyed before me by M. ELIZAUETH FJ.I::AClLE, the Testatrix. this C).}"1'.i day of February, 19113. ,~ .., L uti'CIc." '.'.,~ '"J. .d..;...-t<l"lJ'---' " Notary PUhlic .. JUDlTIl A. IIDRDSInO!!, r:OJj.IIY r1101IC "ARmsnUnr., O/.IJrlllf/ W:!'HY M C MY ~DIotM!,nIOf! !'1P/li':ii.U' "I 10.5 Y oUVIAiIcl1","'r?,fI.nBA1~ct.~,I1A ;'~~:ItJ 'I"'" . .. ',11.. I f ~', f " ".r ...... ,..., ,'" III ~.-"', la .J."" '.I' ,.I" L' '; I' ......., '1." ..: i ,-:.. ~ I ,: J ~';\ I . .:11; '.lle:!' ; . r I: . -. '1;;' " .' I. ",', ~,,\d ~jl.k' ,')!.;;;(' t 1""'01,"". t~\, , ')1". ;', ' : ~ .: ~ , . \ I .. I'.. .-,::; ~ t '."' """ "-'.' ~.'Ii I : ~',"'(:c.lI ,~. I ~I r- t I . .: ~~it{" '1""1.'~t ; ;'....:11 ~,~.. ~'~~~~..~....~::.-w~.._.~, ..;:....,.-.~:......: ~;..;::.....~.' "..... ;;,~. I .1 ,."..' ;; ," :..' :,:.,~J.;.'C .---"..-. ...----............-......."'- .., . -u~' ~ .'"" i " ; " " l~.~ J~ ;;.., :.'~I" i'.f\".J; ",riY I)lt ..,,,,.,.- ded, lIl.~"I,,,'d, r'~\luk<:d, r,I' t~,r,'. (l"C'.';, AI. \',he.lc or J" purt., Dr <IllY prn- ,,1....1.r.Hl ..~ra't::of ~):I ..::.n .: I H~tl :'lI'a:;f '" "'f" :1,1"j' hn:ru:..t hj th\i! ",(,t.ll'.'r unci .:1(' ~ ...\-'Itl,ft:ti 't~,"; ....r.f:.,. 'j',"..., ..t<"J; l:i.'tjd ,; .,,: I '1" '0'11;' \l'~HA I t_~'i.\t. t.:.1'1t! CI;ll~t.. I.lt:'~ nut ,,'Hl Ca 'Hf;Il;II':':~ tl".. l:nu.'.ti'~ I: l~,- }.;~.! 'Jll r. i .''1: - 'I ",/~1.~=a . ,:.1' r J urft#t. \J.. tohe Tl~'.I..\t;thl If:,.~.~h:')llt ~;"I(' Wl.... i..tp~-. ::.....n.jU,;l_: ;,"" " . " 11'VtJl.4lt~ ,~.;; hu(:L ,t111CfI':inlCll\t:. .,1UL.- 2-9d> TUG: 0...10 IIAI11 L.TOtl I1~UI<: TAUGT r.o:z :-IULt.lol":"; ,)11\ :I.~'-- "II n..vuuntion 2.02. 1( It;'':'~::::l'-;'':':~ -~:'-;:VUk"d hy the ~..tUur. thl> Trustee shall I'DY 0" tr..nulu to tll" :.uUl".. all or tha trust ..II taL.. unll .hull OKQCuto und nullvar t.t) '."1:' !ialllul'" 011 Indt.rulII~nt.1I which , Hro neC.'.Drv or apl.re"JJr....l;u: tfJ ,,('l~'aLO' aJ.l 'nt-ureat. ut t.htt Truutee 1n the trllut uutnt.o. ~!S1~Ll.U~~~ !'.!lYII.t.nl. :s.01. Uotw1th5tundlnq tiny ."ltnurnl qrlmt of power t.u pay prem- h."08, In no Dvent 51'1111 tll" 'I'r"~t,,,. ~,.tV.. 1\ duly tu r)os', , or be llelJl.. Cor thll 1I0nfluymRnl 01'. IIIIY pr,,"'\U" ur "nu,"ssmcnt un IIny polley h"l<I , hy it hureunl1er. .....htrt.h"r ur ~,tJt: ,".hill rrunt shH.l1 IldVO bucoll1C't lrreVU- I I cubh: .tnrJ whet.hur ur fl()t \.hf r..uu1.c" uhnll h<lV" bcr-om.. Ullt OlOner of the \Julley. ~~O,"I)I!t.~nr'V --~ 3.1I?. If the Ucttlnr llUr;-:,I"";U~ InCGpoc1ta.teJ throu4h 111ne... Age. or other couse. tnun .ucn port1on of the net locum... or prlnat\Jul or lho trust "stet" s;,...ll tIC ,,,,plied towards tho "uPl'urt., I tJlIr~. ,lnd bennflt. ':lr tho :;ct1.J.OI'" ciS ttu' Tl"ustftC 1n hilS dtllurut.t.on "hall do\a,rrnlne wltnolJ'; r~qnrr. to 'tno :Jct.t.lur'ti oLrn.r llIoan.. ur Muppurt. AnTICL~; !y'~;mmUI1\l~'l""_~.:.:~!]f. Ill:ATII Of' ..1!!LJ!B:!!ill!! 2~~:;'J~~ 1..01. nIl t.lle oi"ul" <If !,hl'! <;I'!tt.l c,,' , Trll"too shun ",Ilk.. dll1tl'l- hutton or t:hn fa' lu~1nl'J 5i",ctrh~ ~lI!'UUf1'ltS: ^. "nto ,",,,,'ill F'lClnJ.nqj jlrt"hrmtily or f\lluuto"m, Pemuiylvllnll1. thn 8Urri of ~!)"no. I n. UhtQ '.1d,"'ICJl'i c. nJ.vlli.t r. pr,',.;I"II:'!o' "r uU 1.'..'.hll,'r,. Pcnnnvlvl"tnld. the sum 0 r S500U. C. \ Unto Jill' n. Plr.l\\ilt.' l;hr nun. ut :&10"0. rJ. 'Into ClIrj' ..:. ~1 ~;(\'l.\.. t \:h'! ",.".1 ~Jr -noon. :: .~~~,;,~\':';;~:";',:,>;:;*,'i^;- .,JUL-- 2-96 TUI:t ae"l HAl'tlLTOU DAtU': TRUST P.0Z i c. Unto Thnmnl' I~. -cUFlw'll' I_',.J .t-I/t. lIt ~llnuo. P. "nto nnv\(\ K/lmpIll, ti[" !IUM 0)" HI)(lO. ulaP'!!L.1.~_nr ".,,'!!!!!!! I I.,uz. On t.:hll dfJHth r,)(! thP." -'i"ttlr)r, TrUJ;t9" shall dlstrlhutH the I ren'IIin1ng IIccumulated inca"" ,ln~ l>rtnl:tl1n1 nf thn 'rrunt p.lltlltn In three I t!'1uttJ "hdrOH IIn\.o I"'trlun C. ~)!""yh(J(f, 11ftr"ltt I:'lcmlru.). Itnrl P'rank nuhl Flc8\llo, ahilro ltnd ohare l,llil!'. 1,,\ -:hc event that any of the ~furefllcnttonr:d three pC!o~la ::it.olll rc ('d~ccu~l.! the Sctt lQr, thot r Hhuro "hull lJ(! cHvlded nqultlJy turaung t~nfl liturvlvlnu pRrt.le& nr pArt.y hnru1n rlnRi !In..end. !J.Hl. m!m!&..l!.._~n5 01' '!:!!!!!!!~ , ~:!;!~le!::Jili..!?.r._~~~.r! tn nrrlp.r to '''11r~ "lit. U,,. pllrpnReR of Trustee. in ado I t Ir" to .> 11 uthClr pnwors the Collen-d,n!; POWI!~I'H Illld,i.i.Jh,.ruliuI.: I. .;,.,. .,' \.,ltt<tLH '3rl\nto~ by iAW, t.:.h.1h rrur.t ^(]ron- mont . the shu 11 IlUVO (1) To cnnt.lnue tol hold a,,:_ cnol 1\1l rropert'l r"celvt'~ hy C\1c1tJtt toO ~11r.' truut. r.!ftntu or ocqu .ret! pur- ~IlC.lU"l ~11n "SllcU.C~ (I' TrufltCfl!' h own t\Luok tho Trustee ur uubtiequontly fiuunt to propar autho.~1 ty, and ulouk in tiny oorpor"t I'")n (,..~..HIl"(J111n\1t \1ontru) lad by. 01" under oommon oontrol w1. th '-he T,.un'-ea, 1 L nl\(\ All 100Q GD t:.he Trustee, In oxorcioinu reasonabll:' p"ulltJnc~, J~fI(:rf!'tIUr11 land lnt:.e,lllquncu, con- sldors that the ,'et.entiult 1ft 1n l;lw tJ(~fit. inte,.uuts 01' t.he trul!St. (2) ~~~ To 1.nv8flt And' relnvr::ut 1n evnry kind of proporty. , reol, personal 01" mixed, anal evory kinc,l. Lit' Jr\V8stment. 9pnclflClIllY including, but not by wuy Ji l1nll. t.riLlc.ln, e:orpnrato obI t9fttiona of every kind. and stook.., prerirrCd Ol~ convnon, WhlCh "'en or prudcnct'!'. d1ncretion, and lntell1f1ence r:'lu!r~ !Or thulr own accounts. - ,\ - .sUL.- ;2-9G TUG: I 9109 t-tAHIL.TOrt Ih-)tU<: TAUGT P.Ol - - i I AM~NDMEN" TO 1'A1I5T ^,I!.'!ili~!!! THI fl AMENDMENT TO TRUST AonEEt.n:N'r, is ontored I nto by M. Et.IZABF.TII 1't.EAGt.~:, 0 rasident of !lallphin County, PannBylVBnls. hareinafter roferred to as Settlor, end Th" 1I0mUton BanI<, horeln- after referred to os Trllotoo, end is intended tu be an An,ondment to a certain Trust Agroement between the Settlor end the Trustee dated Februsry 22, 1983. ART:tCLE I. MDnU'ICAT!ill!..2L CER1'AIN i PROVISIONS AND ADQ.!.!10NB "() TRUST AGRE~:MENT I 1.01. Settlor hereby mel<ea the following nlodHications and edditions to psrsorePhsj4.01 and 4.U2 of the said Trust Agree- ment by providing as follow : . A. Settlor Jlrect9 Trusteo with reference to hor i specific bequsst contelned in Paragraph 4.01.B. of said Trust I Agreement, to pay the bequest grented therein to Marion C. I Dayhoff unto the issue;of the said Marion C. Dsyhoff in the event thot tho soid Marion C. Dayhoff would prsdacease Settlo~ B. Settlor hereby odds the foJ.lowing odditionsl peragraphs to Paragraph 4.01 of her said Trust Agreement: 1. IInto settlor'.. sister-in-law, Dorothy Fleagle, Settlor's diamond enoagement.ring with aioht diamond chipe and her minI< stole. I 2. Un~o Settlor's nieco, Harriet Marie Kempel, ! sott1orls 1902 Plymouth Reliant automobile or whatever automobile flettlJr msy own at the timo of her death, and Settlor'S diJmond ring' containing two center diamonda and a diamond ChIp on each sids. , I , JU~- 2-96 TUE 9:10 HAMI~TON . ,L.... u ioI,L oJ . . . ~IlU "" 1/ .; 'I ...... .a J'" )11~1I1( TRUST P.0:5 .. . ~ --- --~,,'-'~""--'---.-''';'_''-''' ,ID'COND A!.1!.'i.l:l12!:1!Ht~'_1.Q,..'!WJJ;I.L6QBEEMl!;NT This Second AlRl!lndmont to TIUflt Agrenmsnt, 1B ontel'cd into by M. Elil'lRbot.h FloAglo, 1\ rSilid.mt of Dauphin county, Pennsylvania, hereinafter referrod to 110 Suttlor, ~nd tho Hamilton Bank, hereinllft.-or roferred" t.o BS TruBtos, and io intended to bs /In alRonrtnlent to 11 cOl'tain Tl'uol: Agl:Mr,mht bet\~een tho Settlor and the Truill:eo dated Fobruary 2?, 1983, ao amencled by Amendment to Tru",t Agrenmont dated Janual'y B" 1905. (The 'l'ruot Agreement and Amendmont to Truot /lgrooJmant I1re hOl'oinof\;er collectiyelY referrod to ,as the "Trust AgreeIRent"). ' ! IARTICLE I. ~evi!lion ot; J?'!.I,'ll_gr~p1l!L.1 J O!., "'n~L1.,Q~- of :rruot_Mr!l~I.n~.w. 1.01. Settlor hersby l:kB8 tho following modifications and reviDiono to parnqrnpho 4.01 and 4,02 of oaid Trust Agreement by r.>v~kinll therefrom all the languar,JlI contRinod thnrein ~nd I.nool,tin\l nsW pArsgrsphs 4.01 and 4.02 which shall road ae fol10ws1 : ID2!!g.!,f!.Q...I}Jtql} e l! t I! 4.01 On the doa1:h of the settlor~ Truatee alla11 make the following dietribution of the following specific requsotol' h, Unto JRIl' R. ,FlO'!gle, the sum of ONE THOUSAND ($1,000.00) POr,r.ARS. Unto Ga~'Y IE. neRgle" the slim ot: ONE 'l'HOUSAND ($1 , 000 . 00), l)OI.r,~R6. . i Unto ',pwmua ,'.E , y.ampel, the B\lm of ONE THOUSAND ($1,000.00) fJOr,L,'.RS. I Unto Pnvid Kampel, tho Bum of ONE THOUSAND ($1,000,001 DOLLARS. Unto fi,!ttlol"ll Ilifltal'~ill"lnw, DorothY I!'leagle, settlor't1 f.Iio!nond AnCjAtJl!mBnt ring w1l:1I eight (0) diamond ch~pB. I F. UlltO S'.ll;tlol,1 B \11aco, lla.rdot Mario KI\lnpel, Settlor' B dlllnlC>nd rl nCJ ,;ontaininq two (:!) conteI' diAmo,)ntls Al,d 9. di"IRond chip on oar.h ',,;lde. B, .. C. < D. }t~ . ..tUL-- 2-96 TUE ... . 11 HAM 1 L- TO'" IHHIt( TRUST ",j _. . ........ w.,.." _~ .)1'- P.04 --,.~--_....~_.. .~,.......-.---_. ... <. 4.02 Upon \;he doaath ot: Gettlor, Trustae shall dllltribute the rema~ n~n'1 accumulated income and principal of the Trust Estate in two (2) oqual sherea, to Itardot Made Kempel and Frank Ruhl. In the event that. either residual beneflc!ary shllll predecClaoo 'Settlor, 'hiR 01' her share shall be given to the eurvlying bClneUciary. In the ovent that Harriet Mario Kar~pel and Frank Ruhl ahall predeceaso the Settlor, the! entil'e amount distributed pUS'Buant to this pat-agraph ehall go to Good Shepherd Lutheran Church, prosentlY located at 3700 Rutherford street, Harrisburg, Pennsylvania, 17111. I I ^"rlCr.E It'. RBtiC~cBtion !oL1.f:..uot AQroom~nt 2.01 In all the t'ospects Ithe Trust Agt'eement between Settlor and Trustee dated February 22, 1983, as amended is hereby ratiCied and confirmed. Dl.""pos1 t1o!\,..!lf.2.Vlhlilll .. " . IN WI'rNESS WHEREOF, this has been signed by Settlor "'"J?:J "1- , 1992. WITNESS, Second Amendnlent to Trust A?Joement and Trustee on this _2'- day \ SETTLOR ',:4 1...:__' , ,.~j;12a~;:J:;~.~~ . ~ M i I I. I i I _ ,..,. A. ,;...J :::;1,.-I.l IJ. . 11.....;,_~c:~,:fr(.J.b,...~~r;~4~ M. Ell7.ftbeth Fleagle ~ ~- TRUll'l'EE HAMWl'ON BANK BYl {J~~i.Ud/------ Assistant ~e PresIdent -2- JUL- 2-96 TUE 9:12 HAMIL~ON DANK TRUST .. .............,..0. . UUIJ '" *' VII ~4 ui"" p.el5 ....------.---.-- _.0- " r , i I COMMONWEALTH OF PENNSYLVANIA . '71.. _ d~ ,SlJ' COUNTY OF~'-,~ : · On this, tho '7,.J4- day of-;;r:::2e::"?-,, , 1992, before me, a Notary Pub~ic, porBonally appeared M. ELIZABETH FLEAGLE, known to .. "..... \ mil' (or satisfactorily PL'OYO~)' to bo the perBon whose name is I Bubscribed to the fore'jJoinq Isocond Amendmont to Truot Agreement. and acknowledfJod that she lIocutod the same for the purpoBBs therein contsined. IN WITNESS ~mEREOF, I ho eunto sot my hand and official seal. ~~ (SEAL) MY COMMISSION EXPIRES. .' r \ , NOTARIAL SEAL ~ P/lYlUS /lARMOR, Rct,ry Public Hlul~llIl. 'Dauphin Co'Jnt,. PA . M, t~mmlul", [lpln, Ju~ 1\, \992 .,0 . " -', ." J .': .., . .. .'t '.'; -3- It;-tt3 - .'1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 8UREAU OF INDtVIDUAL TAKES INt'lAllANC[ fA. DIVISION DEPI. 110601 HARAISBURG. PA 17111-0.01 u NOTICE OF INNERITANCE TAK APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIDNS AND ASSESSNENT OF TAX MARKIN R KNIGHT JR CORESTATES BANK NA BOX 7558 PHILA PA 19101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-02-96 FLEAGLE 10-10-95 21 95-0803 CUMBERLAND 101 Allount R..itt.d /* ....lh'III" lll-'U M E MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiflj:isW-EX-AFii-iil'i:9ljj-tiIIY-iCE--OF-YNHEiiif;,ifcE.'fAX-APpiiAiiiEif€tiT~--ALroiiANCE-O-Fim_------m---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FLEAGLE M E FILE NO. 21 95-0803 ACN 101 DATE 12-02-96 TAX RETURN WAS I I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R.al Ed.t. (Schedul. A) (1) 2. Stack. and Band. (Schedul. 81 (2) 3. Clo..b UaId Stock/hrtnarlhlp Inbrast .Schedul. CJ 131 4. Horta.ga./Hot.. Receivable (Schedule DJ 141 S. C..h/Bank Dapollta'Hllc. P.rlon.l Property 'Sch.dule EI (S) 6. Jointly Owned Property (Schedul. F) (6) 7. Tran.fara (Schedull 0) (7) a. Tot.I A...ta APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expan.../Ade. Coat./Hllc. Expan... 'Sch.dule H) 19) 10. D.bt./Hortgag. Liabiliti../Li.n. CSch.dul. I) C10) 11. Tot.l D.duction. 12. N.t V.lu. of T.x Raturn 15. Ch.ritab1./Gov.rn..nt.l Bequ..t. CSch.dul. J) 14. H.t Valu. of E.t.t. Subject to TaM NOTE: If an asssssmsnt was issued previously, lines reflect figures that includa the total of ~ ASSESSMENT OF TAX: 15. Allount of Lin. lit .t Spou..l rat. U5) 16. AMount of Lin. lit t.Mabla .t Lin..l/Cla.. A rata C16) 17. Allount of Lin. 14 taMabla at Collataral/Cla.. Brat. (171 18. Principal Tax Dua TAX CREDITS I PAYNENT DATE 01-10-96 07-10-96 1 CHAN;ED .00 .00 .00 .00 21.853.65 .00 160,040,24 (81 10,195.00 2.576.33 IUI 1121 113) 1141 NOTE I To In lure propar credit to your account, lubllit tha upper portion of thia forll with your tax pay..ant. 181.893.89 1',771 33 169.122,56 .00 169,122,56 14, 15 and/or 16, 17 and 18 will returns assassed to data. .00 X .00. .00 X ,06. 169,122,56 X .15. llBI RECEIPT NUNaER AA082500 AA146521 DISCOUNT t t I INTEREST (-I 1,052,63 .00 ANOUNT PAID 20,000,00 4,315,75 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAlO AFTER DATE INOICATED, SEE REVERSE FOR CALCULATION OF AODlTIONAL INTEREST. .00 .00 25,368,38 25.368.38 25,368.38 ,00 .00 .00 IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOIT" ICRI, YOU NAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIDNS,I c' p.'\ I L."l :.:1 ,.1 u.: -,~ ~~" -d :J OU RESERVATION. E.t.t.. 0' d.c.dent. d~Jna on or be'or. Dec.-b.r 12, I,.t ~- I' any 'uture Int.r..t In the ..t.t. I. tran.f.rr~ In po.....lon or ."jOy-.nt to CI... . (coll.t.r.l) beneflcl.rla. of the dacadent .ft.r tl~ .xplr.tlon 0' any a.t.ta 'or ll'a or 'or ~a.r., the Cu..onw..lth h.rab~ .xpra..ly r...rv.. the right to appr.I.. and ...... tran,'.r Inharltanc. T.xa. at tha law'ul C1I" . (call.tlr.ll ratl an an~ .uch 'utur. Intar..t. PURPOSE Of' NOTICE, To 'ulflll the requlr..."t. of SICtlon 2lU of the Inheritance and Eltata TaM Act, Act 2t of 1991. 72 P.S. Sactlon tUO. O.tach the top portion 0' thl. Hotlc. and .~It with your p.y.ant to thl RIgl.t.r 0' will. prlntad on the rlv.r.. .Id.. --Ha'" chICk or .on.y ardar plYabla tal REGISTER OF MILLS, ADENT All plyaent. rec.lVld .h.ll flr.t bl appll.d to any Int.r..t which .IY b. due with any r...lnd.r appllld to the tl.. REFUND (CA), A r.fund of . t.. credit, which wa. not r.qu..ted on the Tlx Raturn, ..y b. r.que.t~ by caapl.tlng an RAppllc.tlon for Rlfund 0' pann.ylvanla Inherltanc. IInd Eltat. T..R IREV-UU1. Application. .r. .vaUabl. .t the OffiCI of the R.gl.t.r 0' WillI, any of the ZS R.v~ DI.trlct Offle.., or by calling tha .pacl.1 2'-hour an.warlng ..rvle. nuab.r. 'or for.. ord.rlng, In p.nn.ylvenla l-aDD.S6Z.Z050, out.ld. Pann.ylvanl. and within local H.rrl~rg .r.a (717) 7'7-ID", TOO. (7171 772.2252 IHa.rlna lapalr'd Dnl~). PAVttEHTI OIJECTIONSI Any p.rty In Int.r..t not ..tl.fl~ with the appral...ant. .llowanea or dl"llowanca 0' d.ductlon.. or ......eent of t.. (Including dl.count or Int.r..t) a. .hown on thl. Hotlca au.t obj.ct within .Ixty 16D) d.y. of r.calpt of thle Notlc. by, .-wrltt.n prot..t to tha PA Dep.rt..nt 0' A.venu., laIrd of Appe.I., D.pt. ZIIDZl. H.rrl.burg. PI. 17IZ..IDZl, OR ..alactlon to h.v. tha ..ttar d.t.r.lned .t audit 0' the .ccount of the p.r.on.l rapr..ant.tlv., OR ..~..l to the Orphan.' Court, AOHIH ISTRATlW: CORRECTIONS, Factu.l .rror. dl.covarad on thl. ........nt .hould b. .ddr....d In writing tal PA O.,.rt.ant 0' A.vanua. lur.eu 0' Individual Ta..., ATTNI Po.t A.......nt R.vlaw unit. O.pt. 210601. Harrl.burg. PA 171ZI~0601 Phone (717) 71'.6505. S.e pag. 5 of the bookl.t Rln.tructlon. 'or Inh.rltanc. T.x A.turn for _ A..ldant O.c.dentR (REV~15DI) 'or an .~planatlon 0' adalnl.tr_tlv.l~ corr.ctabl. .rror., I' any taM du. I. p.ld withIn thr.. (S) caland.r eonth. .,t.r the d.cadant'. d..th. . 'Iv. p.rcant (5X) dl.count of the t.. p.ld I. .110w.d, Th. 15X ta. -.na.ty non~,artlclp.tlon pen.lty I. coaput.d on the total 0' the taM .nd Int.r..t ......ad, and not paid b,'or. Janu.ry II, 19'6. the 'Ir.t d.y .,t.r tha and 0' the t.x .an..ty p.rlod, Thl. non-partlclp.tlon p.nalty I. .ppa.l.bla In the .... .ann.r .nd In tha the .... tl.. p.rlOd .. you would .pp..l the t.. and Int.,...t th.t has bean .......d .. Indlcat.d on thl. notlc.. DISCOUNT I PEHAL TY, INtEREST, Int.r..t I. chargad b.glnnlng wIth flr.t day 0' d'llnqu.ncy, or nln. (,) .anth. and on. (1) d.y fro. the d.t. of d..th. to the d.ta 0' p.y..nt. T.... which b.c... d.llnquant b.for. Janu.ry I. 191' baar Int.r..t .t the r.t. 0' .1. 16X) parcent p.r ~ c.lculat.d .t . d.lly r.t. 0' .DDD1'~. All t.... which b.c... dellnqu.nt on and aft.r January I, I'll wIll bear Int.r..t .t . r.t. whIch will v.ry 'roa c.lendar y..r to c.l.ndar y..,. wIth that r.ta announc.d by the PA D.p.,.t.ant of A.v.nue, Tha appllcabl. Intar..t rat.. for 1,IZ thrOUgh 19'6 ar'l t!!r Int.r..t Rat. D.lly tntar..t Factor !!!r tnt.r." Rata UallY Int.,...t F.ctor 1911 zax ,DDOSU 1987 'X .ODDZU I9IS lOX ,DDDUI 1'11.1991 \IX .DDDSDI 1'1" \IX ,ODD3D1 19'2 'X .OOGZU 1915 UX ,DDDn6 I99S"I99" 7X ,OODl'Z 1'16 IDle . DDOZ74 1995.1996 'X ,DDOZU ..Inter..t Is calcul.ted .. 'ollowl! INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ."Any Notlca I..uad .,t.r the t.. b.co... dellnqu.nt will rafl.ct .n Int.r..t calcul.tlon to ,I,ta.n 115) day. b.yond the data of the ........nt. I' p.y..nt I. .ad. .ft.r the Int.r..t co.put.tlon data .hown on the Notlc.. .ddltlonal Int.ra.t .u.t b. c.lcul.t.d,