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Home My WebLink About96-00200 I)ETITION H)R I)ROIIA n: Ilnd (;RANT (W LETn~RS E,lUl" of .~,ho.\.r... Q,.'5~{lJ11IJer No, __a-'-~E\-,~-:-;'j'-O ubo kilo "'II us __.__-'-,..,---'_.-.. 10: _--.----,----'---------' Rc~hlcr of \~Qs fnr tllc I I , f)'.....UeSl.tI. COUIII)' of _L-U11LP.li.[(l{)jin thc Sod", S,""lri/y No. _1~.=J.j 0 '. (" J..E-'.:J Conunouwcahh uf pcuusylvanla Thc pClitlollOf thc uudcrsi~lIcd rc,pcctfully IClllc,cnts thaI: Your pctitinncr(,). who hl1tN IK ycars of a~c or oldcr an thc csccULQf:. Inlhc last will of thc ahnvc dCel'dcnt, dlltcd _0t\a..'C.c-v. ?>J and codldl(s) datcd - n~nc~ ,19 L- -..-----.- t~l;U(' 11:":\;1111 dn:m11'I,IMCC\, (',p. 1l'l1lllldalinn. dt'illh ul ,,-,('cUlm, CIC,) \Jcccudcnt was domicilcd at dcalh In C LL ~~e c..iM. ~~anla. with II D h_e..&c lasl famil)' or prin'iifal rcsidcncc (J/- ~ '-, ~~a pfJ ('. ~\e.c-\1a...a.l r "0 L.LCft, ;'j , p (' . (II""I \lIccl, lIul1Ihcr anl! mUlldrilhl)) \Jccf.l"dcn~. :~Icn. _ '8(P_ yar, of agc. dlcd '\;'p ~ 'Cu.eu::...~. 19~. at _\.J::,\e~,Ul-\.c::ILlJ (tJfL . (:\ecpt :\S follow'. dcccdcut did nOI m rry, wa' not ~iYorccd and did not havc a child born or adoplcd aflcr csecution of thc will offered for probatc; was nollhc viclim of a killing and was nevcr adjudicaled ineontpctcnt: ~J. \Jcecndcntat dcath owned propCrlY with c,timalcd values a' follows: (If domiciled In I'a.) All pcr,onal property (If not domicilcd in I'a.) Per,onal properlY in Pennsylvania (If nnt domicilcd InPa.) Personal properlY In CounlY Value of real cstmc in Pcnn~yl\'i.lnia ,iluatcd a' follow': S 3d,~, bex>.CJo S s S ~IA- WHEREFORE, pctltioncr(,) rcspcetfully rcqueSl(slthc J'.!:obalc of the laSI will and codicil(s) prc,cntcd hcrcwith and thc grant of 1c1lcrs__..:::r~LI-f):l'@'/I--to <r It f tIC'liml('n1ar~: ;ull11ini\1Iitlinn ,.l.a.; 3 mini'tr3lion d.h.n.c.l.o.) tlWlllll. ---.--~- r'--'~ " ~ 37 !.': :t~ ..,E c':: !"S';: Z~ ~~ "' ;: ~JJf;Js,,~, __~O~~M~~ --~~r _~bl:s~~#J - ~-'- ~70SS. ---'---' --------.---- --.------ OATH 01" PERSONAL REPRESENTATIVE COI\1MONWEAl.T1I OF I>ENl'iSVLV ANIA } >1>1 COU NT\' OF __ _J:\!l'l~J;'lancL- - The pctilioocrl'\ nbol'c,nnmcd ,wemt') ur alllun(,) lh:llthe 'latcmcnt, In thc forcgoing petition arc trUC nnd c'Jrreelto :hc hc,t ,.1' thc ~"'"S\cdgC nnd hclief ,If petitloner(,) nnd that as personal rcprcsen. H1livclsl of till' nl,,"c <1ceedcnl pctitioncr!') will I'd and truly admlnistcr thc cst according to law. /6-&'9- ~ Sworn Il' ur nffirmcJ nnd ,uh'erihcd { , heforc mc thi, _,_l..e__,,__e ,- dll\ of - ~~d!~('.'\2);lu1;Jl~-..... .u~~ C. "ew~s R,'~;.II"r !!I ",' " Cl ~ " ~ - No. 21-96-200 Estate of Viola D. spangler . Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW Mltrr.h 5th, 19..1L. in consideration of the petillon on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) daled March 31,1995 described therein be admitted to probate and filed of reeord as the last will of VinlA n. ~ngl~r and Letters '1'~"t"",,,ntAry are hereby granted to Donald C. soang1er .-.--. FEES Probate, Letters, Ele. ..,...... S Short Certificates! 5) . . . . . . . . .. S Renunciation ...t 1)... ,,, . ... S X-Pages (3) S JCP TOTAL _ S Filed ,March. Stl1.1996. . . . . .. .., . . . . . . . 305.00 15.00 5.00 9.00 339.00 ATTORNEY (Sup. Ct. 1.0. No.) ADDRESS PHONE ;"" ~ I } e " . .." Mailed Letters and order to Executor on 3-6-96. 21-96-200 Sworn 10 or affirmed and s me Ihls REGISTER 0..' WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing wllness to t law, depose(s) and say(s) thai codicil 1\I presented herewith, (e being duly quaUned according to present and saw the testa' , sign the same and that request of test91 in " prese other subscribing wltness(es)), signed as a witness at the e of each other) (In the presence of the crlbed before day of 19_ (Address) Register (Name) (Address) REGISTER OF WILLS OF Cunberland COUNTY OATH OF NON-SUBSCRIBING WITNESS Donald C. spangler and Connie L. spangler (each) a subscriber hereto, (each) being duly qualined according 10 law, depose(s) and say(s) that Thev are familiar with the signature of Viola D. spangler QOdicik will that they presented herewith and clf4llllllC bclieY~ the signature on the wl\l is in the handwriting of testP' riv XJf~~s to) Ihe Viola D. spangler to the best of ~ir knowledge and belief'/f:\ I' Sworn to or, affirmed and subscribed before ~~~ 'OJ JA.( (\ 1 me this 1 day of ~me) f) rL~ March, ) ~, ~96 (']~2.SlCf,:'1UOO;~~f).{~ f~(l()3~ -.flId1.n~ L. ~u~N tV. ~, \ I J[ ~ C. Lew:LS Re r ~ _ '" _I " ro~~ d. ~te oK~';;{ ~ ("OSSdlh Itkd/f,a - (Address) I //rJ.s,~ , "'". ,','n.'t.;. , / 'r ;;<'::', "r;~, " ",,'~ , '~ , ','"j - ' v ",- " .' e' '},' ~ - .'} , ;', , ',';' :. 00 '; ".:0 g !"~. ~0 , :'Urn co. :'): (.' l'~' '- ::-.: ( cO' ;!J ~, I't' ~~..' , " --, I \.: - '"i,';f~' . ': b ...') ~. ~~~...., ,e -, or ,r> ., ~!j .. ..:... t'J : '''''"-. W , " . . t"",,::: 'l: " :: ".<, , ,e ',:.". "" FEB-22 96 06111 FR01:BENATEC ASSOCIATES 717-763-7397 TO: 1812'5796703 PAGE: 02 21-96-200 RENUNCIATION In Re ElIlle of y{ /} L..14 7"P J4~ AoL..c1r deceased. /1 To Ihe Reals1e1 of Wills of GI/~s?~P /_A..IJrJ COllnIY. Pennsylvania. The unduslaned .J /J J-J~ 5 ~e~u,.1 /4/...P J?' of lhe above decedenl. hereby renollnct(s)lhe rlShllO admlnisler the ellllC and respectfullY ask(l)lhal LellCTI be issued 10 J?,oM J?)t..O ~ , 4" p.wpfl-bFR" WITNESS AVA. M. C::WTTU hand \hb 7~d day of FEBRUARY NOTARY OF PUBLI~ NOTARY EXPIRES: 2/17/98 COUNTY OF RESIDENCE: BARTHO ~J3?.P ?OV~ R'PJI9j? ?/JJ-Uo;ot ~.A ,~ ~~~ (Add"lS) ISiIJII".") (Add''''1 '. lSlan.t."1 (Add"") FEB-22-1996 06120 717 763 7397 97~ P.02 ftlm..l\ MI:V'JIW", ", Thil is to ccnily that the inlorlnaliun here !li,en is corrntll' ",pied hom ,11' ori~ill,,1 <Ntilic.lIe of .lc,lIh ,llIly filed Wilh Ille ., ,__ local RCKiSlr3re The llrigin.t <eniliCllle will he fllrw."\c-,\ lolh,' SI.lI,' Vit"llll'l'''''' (Jlli,e fur I'erll\.lllen' filill~, WARNING: Ill. lIIeg81to duplicate lhl. copy by photo.lot or photograph, I'cc fur thi, cenifk,ne, $2.(KI ,.._Jp.\i,~J]J)tL,--.-- n,IlC ... CU-'WtH~L,::f)""~L_- 1.llllll~(IJ.;i\lr;-'-~ 3433241 --------.-- No. HI"IQ........, CO....ONWEALTH 0" PENNSYLVANIA' DEPAR'''ENT 01' HEALTH' '11T.4.L RtCORDS CERTIFICATE OF DEATH g,tIl r1I (lUl"'-" ""' -, ,F.bcuarf 14. 1998 ..........-. ~,.!;uMIn...-. ".u-' .. -' ..... .. ... aFemale . 197 -40 - 6263 --..,. .. S an ler llIoIa ""'" .I"""u.,-. iI'VICI~ ."0.___-_.__...__ ~ ....-0 l~ 0 ,. . . 14 1909 NIt IC,,_ .....'.__l.,....,. oct. . ennll lvania ......--.,.......rd_. ::"0 0, 'M ).\ 11 811Btah Villa e ':'. ~'~J.u~:' _0 .11 ....,.w.."'l4-... --.....-- -- Widowed .-.,..-- ,.. ...... 11I11112 II, .....-l!1mU'l!!Il!.L- IN - MO' J,ullblr),D.ncJ .......' u,C) :..-:-:::.. ..0".".,..........--....-. Elizabeth Wanlua CJIMIAH'.- .....~ 63.2 Ste hens Croaain& Weohanloaburl. ,- ' 17. 1996 .~I Or.en c...ter1 PA 17066 ltJO _ .._-- Upper 0.. ~gpT"I--.aMlDM.......!;.IroI'bon..... c.,~ 100 Mou.t All.. Dr1.. I 0 lo.bu . 170155 ,...,.........,..--,- e e lehl - ,~ Lo..r All.. Tap.. PA ..dl .--0 ONo.......' .....-. 011667 L .......AICIMlDNIIOl' IlUI Market Plaza Way. ,aldl""",*lI Meohanic_burl. fA 17085 -. ...- ,. l~l......-I !z'$ ~ .. J f WI r'4 t. I 'III"~ ...._...-........----...- 00..._...-.........--.....-.....-..... --..-- l...._~.....- .'" ~O _8 .... c.........-------....... .................-....""""" .~_.:7L_ ,;i""L&t/.... ~~~~~ \:~~~~~~.~11~0 ~':.-~~::: ca-. tOtlJl....u.(Klu........ '''I , - - .. - . M NJ1lJHY1GttO ~"Ol'(ll"'" 00IlI1CJl'~' ........PMJJItO ..0.,_1 nlOllc.CAUIl ...... 1"::'-- t.......... _: h.l.. , : ,.I~.~J o o 1- l .- ,"'Ol'~ .-. Ol&ftlll.tOr........Of,Q,IfIND o I] (J ~.Iio~t:'_.....-......-.... WI. ..... - ..- ..." - ~-:"=~......_...__._06_....__.................'"'.........t_...'.,"_1_1Jl ........tf..............--_...~....-....... . _ 0 ",(J -. 1:1 [] n ..-......-- - .- -- MO _0 ... . J. Q ~.uJDeullt..'_....1Q.UII'",....h....,........,......oI............--~...,. .............----...._......_...__....,........-......-01....-..--- .. .......UA__~ o.....................~........-......................,.......t1_..............plM...............I..MlII.... .-......................................... .................................... ..,.............. ... ..... l!JLutlj,.u M -~ .. ,~ 21-96-200 " 1"'-1 \-'.:' .- 1.:- - I ,-- :~.~ a:L~ \') i..."l e' :J 00 . '" LAST WILL AND TESTAMENT or VIOLA D. SPANGLBR I, VIOLA D. SPANGLER, of Upper Allen Township, CUmber- land County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. PIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) One-third (1/3) thereof to my son, JOHN S. SPANGLER, or should he predecease me, to his issue per stirpes by representation. (B) One-third (1/3) thereof to my son, DONALD C. SPANGLER, or should he predecease me, then to his wife, CONNIE L. SPANGLER, or should DONALD C. SPANGLER and CONNIE L. SPANGLER predecease me, then to the issue of DONALD C. SPANGLER, per stirpes by representation. (C) One-third (1/3) thereof, in equal shares, to my grandchildren, J. ERIC, SPANGLER, TIMOTHY S. SPANGLER, MICHAEL D. SPANGLER and SHAWN S. SPANGLER, or should they predecease me, to their issue per stirpes by representation. SBCOND: Should my grandchild, SHAWN S. SPANGLER not have attained the age of twenty-five (25) years at the time for distribution to him, I give, devise and bequeath the share of said grandchild to my hereinafter named Trustee or Trustees, IN TRUST, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. ~ r Any income or principal not so applied shall be dis- tributed to SHAWN S. SPANGLER when he attains the age ot twenty- tive (25) years. In the event SHAWN S. SPANGLER predeceases me or dies prior to the termination ot this Trust, the interest of said grandchild in said Trust shall cease with any income and principal going to DONALD C. SPANGLER, or should he predecease me, to his wife, CONNIE L. SPANGLER, or should DONALD C. SPANGLER and CONNIE L. SPANGLER predecease me, then to the issue of DONALD C. SPANGLER, per stirpes by representation. THIRD: In addition to all powers granted to them by law and by other provisions of this will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon , uch terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give , egally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguiSh restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. 2 , (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. ~ ~ (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. ~OURTB: I nominate and appoint DONALD C. SPANGLER and CONNIE L. SPANGLER, his wife, Trustees of the hereinabove described Trust, who shall serve without bond and shall receive fair and reasonable compensation. ~I~TB: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTH: I nominate and appoint JOHN S. SPANGLER and DONALD C. SPANGLER, Co-Executors of this, my Last Will and Testa- ment. I direct that my Co-Executors, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and 3 ~I.w;.;~,<.' .~,u, ~ e ,j ..,"'......, ",' ..~~ .. ~ :h'::,"':'\' '!-;"}' r-~:: j l(..<>./:~t'-,:'; , ~~>t~\~..,~ f ~~:._ i!;;€:.~~t~<,e 'F";;J!7'~< l.~",:'~:.." ~ -i ."'..., .~ !v-~1;t\~~~/:";~, ?;'~.~~~:"::~~~: ......".,., ",,", /' ~'o-.J'. - ,~ .~. " .' . " ! c' f;' '. t1 .;,i: .,1 " i,' C;J.... ell ;') " , ~,' . .' ,- ( .. ,.. o r- .. -'.-v'~ ..... ,,;>.... r .,.. t:^"" .et ...... -",'" 'Q'~"'~' .,::~ gi H l!l .~ Po Ul ~ \II~' _11:- It 5 ~ i' ~m lil. i~' eS.li ~& ~ ~~\IIii5 g ~.~ i i cilll~"~ III :E~ 1 ~: ~ Z a: ., < ~ " .. ~'l' :So o ~ 0' o N I \0 '" ..!t N r.. o ,.' Q ,'...... "1.,' ,....~, .,~;...,. ...' .;'" .~~ . ,^, "'A ~ft. ,;;.t',:\~ J'-:I:;.,- _' <C','.;',"'" ~, ~~~~~~ ,e, 'li1j :,:;'~~t:~ ~""":-""" , "~i ....... ..~ i.: ^ " .' ~".~~' ,. t" , ,;I . ."~ .. .\ '. $. . " RECEIVED FROM. & m AMOUNT DONALD C SPANGLER lul .C'.::J,uuu.uu 6342 STEPHEN'S CROSSING . MECHANICSBURG, PA 17055 ESTATE INFORMATION, !I IEN R Ii 21-1996-0200 !I NAME Of DECEDENT LAST) ~ SPANGLER VIOLA D II ~MENT II POSTMARK CO NTY SSN 197-40-6253 (fiRST) (Mil CUMBERLAND DATE f EATH fa TOTAL AMOUNT PAID .23.000.00 CW REMARKS DONALD C SPANGLER REGISTER OF WILLS ," ,/ \ " I ,-"'" -', RECEIVED BY'; :/1..;. I ( ";'/'111 I.' .-:.,.. V e: ,e" , 1 SlGHATU.V . -. ", .I;., MARY C. LE'WIS .4/ I.U,,:,.pZ:j'"'' REGISTER OF WILLS I . e;, SEAL CHECK" 13 ~_..~_~..-o:--:------- - --- -:.-- -~- -----.-.-----....--;"'.- .., .l I , . . . ~. ... ~, ' .... ~ ..' .. " . , . .~.. -- - ..... - - - ..- -~ , ...... 'It' ..-.......--.. ...---..- 1 -rT .- .' ~~ e, ~: , '.:/ .e ~~ ~,""'''' PA REV-leoo EX (7-84) paga a Act H48 01 1lMl4 provld.. lor thl reducllon 01 thl tax ratea Impo.ed on thl net velue 01 tran.lera to or lor the UII 01 . thl apoult. Thl rete. aa prescribed by the alltute will be: . 3% (.03) will bl appllCllble lor 8IlIt81 01 decedenta dying on or alter 711/94 and belore 1/1190 . 2% (.02) wlll bl appllCllble lor ealltea 01 decedent. dying on or alter 111196 and belore 111197 . 1% (.01) wlll bl appllCllble lor eallt81 01 decedenta dying on or alter 111197 and belore 111198 . SPOUII' tranalera occurring on or alter 111198 wlll be exempt Irom Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (oj) IN THE APPROPRIATE BLOCKS. YES NO 1. Old deCedent make . transler and: L 'otaInthouaoD'lncomoDlthoprDP.rtytranstDIT.d,..........,........,..,.....,..,...,..,..,..,.,............,.... X b. ,oIaln tho rlght to deSlgnat. who shall uao tho PfDpor1'/trsnstOITDd Dr lis Incomo,. .,..,.,.,..",..,.,.....,....".,..,..... X c. ,.taIn alBVBl1k>nary Interost; Of...... . , , .... ... .......... .., .... , .., ... , , ..' , , , .... .. .... .. , .., .. ,... . ..... .. .. X d. recoIv. tho prorriao 10,1110 DloIIhBr p,ymonts. bonofitsD'CS!O?,.......,..",....,...,',.,.,.,....,.........,........ X 2. If death OCCUlTed on 0' bolo,. Docombor la. 1882. did docodDnt wlthln two yo... procodlng death transter pfDpDrty without ,ecelvlng adeqUat. conslcloratlon? II death DcculTod allD' Docombor 12. 1882, did docodont transler prDpDrty within on. yeS! 01 d..th without ,ecelvlng adequat. consideration?..... .... .... ,.... .... , ... , .... ... .... ., , , , ..,... .,. .... .,. . , , .. .' ., . .., ,. .. .,. X 3. Old dOCOdentDwn an'lntrustlD(bank accountot his Dr hor doath? ....,.....,."....,."..,....,',.,..........,........ 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. PAI&OQa NTFaa.. CapyrlghtFarml Saftwar. Only, tlt4 N.lco,lne. NI4PA002 REV-liDS EX. (4."1 , . COMMONWEALTH OF PENNSVl.VANIA I INHERITANCE TAX RETURN REaIDENT DECEDENT SCHEDULE B STOCKS AND BONDS I!8TATI! OF FILE NUMBER VIOlA D. SPAOOIER (All pnlpeIty JolnUy-ownod wtth RighI 018urvlvollhlp mUll... dllClolod on 8choduII F.) ITEM NO. 21-1996-00200 VALUE AT DATE OF DEATH DESCRIPTION 1 $90,000 US 'IREAS NJIE 6 1/4% lXJE 8/31/96 - PER QtX7l'ED VALUE ACX:RlJED INmREST FRCM 9-1-95 'ID roo 2 DAUPHIN DEroSIT CXlRP, CXM>tl'l -NASDAQ - HIGi $28,75, r.t:M $28.25 3 EXXJ:N CXlRP. CXM>tl'l - NYS HIGH $83,375 r.t:M $82,375 4 FIRSI' HARRISBURG BANO:lR, me, - aMm - NASDAQ - HIGi $14.75 r.t:M $14.00 5 P P & L RE9:XJRCES - CXM>tl'l NYS - HIGH $25.875 r.t:M $25.50 6 InS HIGH YIEtD TAX-EXEMPI' PER A'rn\CllED IEITER 90,563,00 2,574.00 3,591.00 33,150,00 2,487.00 15,413,00 90,646.00 TOTAL Also ontor on Ilno 2, Roc Itulallon (II moro apoco I. noodod, Insort additional ahoots olaamo slzo.) s 238 424.00 PAl5031 NTF "" Copyrtghl Form. 801t..,. Onlro, 111M N,lco,lnc. NIMPAD31 L t:.~ .. Am.rlctn EJp.... Arllnel,1 AdvllOrllne. WlKtwOOd Cenlot 4661 Trrd10 Ro.,d Camp H', penosytvarna 17011 ....d'liiF\.; ~': :. ., 1." I.;] i:"~ ',' FINANCIAL ADVISORS Thoma.F,8Inkov~h.CFP PIlI""",1 Fnanoill_ Bus (717) 761e4208 Fa. (717) 7614455 March 5,1996 Mr, Donald Spllllgler 6342 Stevens Crossing Mechanicsburg,PA 17055 RE: #011 5195 14993002 IDS High Yield Tax-Exempt Fund Viola D. Spllllgler, Owner Dear Don: The value of the above referenced account as of February 14, 1996 was $90,646.33 If you have any further questions, please don't hesitate to call me. Sincerely, l~ U>>J~ Thomas F. Benkovich, CFP TFBlbas ...1..;. r-; f'. '. ~ r 1""1 .:.1..... ' ~ ,,Ml"'.';;"-.~~O '&'':''.-=- 'NC ...&1. Corp. l'Ur.blll'llh. p~ I~~":' PNCBANK Tax Service Center Two PNC Plaza 33rd flr Pittsburgh PA l5222 March l8, 1996 Lynn A Niner c/o PNC Bank Messiah Village Branch 100 Mount Allen Dr Mechanicsburg PA 17055 RB: Batate of viola D Spangler Deed - 02-14-96 Checking 150702072 Caption ' Viola D spangler or Donald C Spangler Established Ol-04-89 DOD Bal $96,750.71 + $9.73 accrued int YTD Int $8.30 We have not received a Notification of customer Death from your ottice _ could you please take care of that and send it in the red envelope. , I~edent i u,-f} Reporting '/" ,.tJd' ".'\;U ':"~:~ ~.'" ,,"' ;;.,~D[;J S-rc '.~~,1f: ~EDEB~I!. ',;"' ,\- lli't} (,(,,, of HARRISBURG March 7, 1996 Donald C. Spangler 6341 Stephen's Crosslne Mechanlesburll, PA 17055 RE: ESTATE OF VIOLA D. SPANGLER SOCIAL SECURITY NUMBER: 197-4D-6153 DATE OF DEATH: February 14, 1996 ACCOUNT NUMBER: 0246153432 TYPE OF ACCOUNT: Certificate OPENING DATE: 03/24/95 ACCOUNT TITLE: Viola 0 Spangler or Donald C Spangler PRINCIPAL BALANCE AT DATE OF DEATIi: $65,000.00 ACCRUED INTEREST TO DATE OF DEATIi: $174.26 TOTAL BALANCE AT DATE OF DEATIi: $65,174.26 INTEREST 1/1/96 TO DATE OF DEA11i: $56 \.81 COMMENTS: Donald's name was added to the account on 2/13/96. If you should have any further questions or need additional information please do nol hesitate to contact me. Sincerely, <79-'- A Sherri Houck Assistant Manager Operations Center '" """" """'" ~"" . '.0. .,,, "" . "".",,"" " "''" . tn n ""." ;iid1il "IV..'It' U. C'-". . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pi..... Pltnt 0' '!We FIll! NUMBER 21-1996-00200 COMMONWEALTH OF PENNSYLVANIA INHIRITANCE TAX RtTURN RUIDENT DECEDENT !8TAn OF VIOlA D. SPAOOIER ITEM NO. A. Funeo.! I!llpen...: DESCRIPTION AMOUNT 1 FCXD E:lCPEmES AT FUNERAL 2 AIR FARE FOR FJ\MILY Ma>lBER9 276,00 939,00 S. Admlnl.IrIUv. Co.,,: 1. POIIOnll RlpllllGnt.UVe Conmlaslons Sodll Secur11y Number 01 Poraonll Ropre..ntsUvo: YOIt Conmlaslons plld 0,00 2. Attorney Feee 0.00 3. FamJy Elc8lflltion C/llmant Addrosa 01 C/llmant .t decedent's de.th 0.00 Rol.lIonshlp StnlOt Add,... CIty St.to Zip Code 4. Prob.te Foes 0,00 C. Mlacellaneou. Erpen...: 1 lmAL AIJ\/ERl'IS>1ENI'S 108,00 2 PROBATE FEE'S AND SH.JRT CE:lUIFlCATES 339.00 3 EXEa1I'ORS E:lCPEmES - PImE CALL, MAILIN3S, CDI?IES 150,00 1 812,00 TOTAL Also onlor on line 9, Roc (II mora apac. I. n_. In..rt .ddltlon.' .h.... 01 11m. .,...) PAUll I NTF,... Copyright FOII"I SortwlIe Onl)', .... N.lco,lnc, NI"PA'11 f,. , Page 2 21-1996-00200 Fstate of: VIOlA D. SPAN3lER SOlEOOlE J, Part A -- Taxable Ilequests Item No. Narre and J\&kess of Beneficiary Relationship 1\m:lunt 1 JalN S. SPAN3lER 3820 COIlE R01ID CDID1BU9, IN 47201 2 IXNAID C. SPAN3lER 6342 smPHE1lS CX\'3SINJ MEOlANICSBURG, PA 17055 3 MIOIAEL SPAN3lER 928 BRADFClID WAY BENICIA, CA 94510 4 TIMJllIY' SPAN3lER POBOX 127 'l'C:ME, m 87060 5 ERIC SPAN3lER 5355 CIDER MILL lAND API' 2B INDIANAroLIS, IN 46226 6 SHAWN SPAN3lER 6342 smPHE1lS CX\'3SINJ MEOlANICSBURG, PA 17055 ~ 139,094.00 ~ 139,093.00 ~ 34,774.00 ~ 34,774.00 ~ 34,774.00 <:lRJ\NI:8:N 34,774.00 ; LAST WILL AND 'l'ES'l'AMENT or VIOLA D. SPANGLER _. I, VIOLA D. SPANGLER, of Upper Allen Township, Cumber- land County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretotore made by me. PIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) One-third (1/3) thereof to my son, JOHN S. SPANGLER, or should he predecease me, to his issue per stirpes by representation. (B) One-third (1/3) thereof to my son, DONALD C. SPANGLER, or should he predecease me, then to his wife, CONNIE L. SPANGLER, or should DONALD C. SPANGLER and CONNIE L. SPANGLER predecease me, then to the issue of DONALD C. SPANGLER, per stirpes by representation. (C) One-third (1/3) thereof, in equal shares, to my grandchildren, J. ERIC, SPANGLER, TIMOTHY S. SPANGLER, MICHAEL D. SPANGLER and SHAWN S. SPANGLER, or should they predecease me, to their:issue per stirpes by representation. SECOND: Should my grandchild, SHAWN S. SPANGLER not have attained the age of twenty-five (25) years at the time for distribution to him, I give, devise and bequeath the share of said grandchild to my hereinafter named Trustee or Trustees, IN TRUST, to hold, manage, invest and reinvest the ,shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. t .' . 1 ~- J . ~ \ . . Any income or principal not so applied shall be dis- tributed to SHAWN S. SPANGLER when he attains the age of twenty- five (25) years. In the event SHAWN S. SPANGLER predeceases me or dies prior to the termination of this Trust, the interest of said grandchild in said Trust shall cease with any income and principal going to DONALD C. SPANGLER, or should he predecease me, to his wife, CONNIE L. SPANGLER, or should DONALD C. SPANGLER and CONNIE L. SPANGLER predecease me, then to the issue of DONALD C. SPANGLER, per stirpes by representation. THIRD: In addition to all powers granted to them by law and by other provisions of this will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon uch terms (inClUding credit, with or without security) or conditions as are deemed proper. This includes the power to give egally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. 2 ~ ~ ~ (F) To exercise any election or privilege given by the Federal and other tax l~ws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I nominate and appoint DONALD C. SPANGLER and CONNIE L. SPANGLER, his wife, Trustees of the hereinabove described Trust, who shall serve without bond and shall receive fair and reasonable compensation. FIFTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTH: I nominate and appoint JOHN S. SPANGLER and DONALD C. SPANGLER, Co-Executors of this, my Last Will and Testa- ment. I direct that my CO-Executors, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any juriSdiction. IN WITNESS WHEREOF, I have hereunto set my hand and J seal to this, 1l111~~H my Last Will and Testamont, this a/~ day at , 1995. ~ I<Jc. ~l) I ~i~'r " (SEAL) VIO D. SPANGLER I .. Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. A ,-0 /Jp"I.... ~~ /'loSS" Mtt-&~~~ t2~ F'R 1i7a(\ c:t ~ Address ,-1) - ~...J. ~ ,JJ \c{'l'l \-tb.6.A\Ji!.. YV\tJ'"iJ',,! PI\- 11552, ~. ~ Address I : L 4 , ~- '.~ ~.-I5:P9- ~ IUR!AU OF INDIVIDUAL TAXES ......U*1 lAX DIVI1IOH D(PJ,IIUOl KARtUI-..o, PA Ifni'"'' COHHONWlALTH OF PlNNSYLVANIA DlPARTHlNT OF RlVlNUl HOT ICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASS!S!HENT OF TAX DONALD C SPANGLER 6342 STEPHENS CROSSING HECHANICSBURG PA 17055 DAn UTAn OF DAn OF DUTH FILl NUHBlR COUNTY ACN 02-25-97 SPANGLER 02-14-96 21 96-0200 CUMBERLAND 101 A.aunt R..U t.d c/ * ....u.,..." IIt.H' VIOLA D HAKE CHECK PAYABLl AND REHIT PAYHENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWlR PORTION FOR YOUR RECORDS .... iiiv:i54j-E'iC"j:p--nZ:9fif-iioYiCE--ciF-YtiHEiiiTANCE-YAitiiP'iiiiiiisEHEii'r-;-"irciiiANCE-o-Ji----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SPANGLER VIOLA D FILE NO. 21 96-0200 ACN 101 DATE 02-25-97 If an a.......nt was 1..u.d pr.v1ou.lY, l1n.. 14, IS and/or 16, 17 and 18 will refl.ct f1gur.. that 1nclud. the total of ALL r.turn. as.....d to dat.. ASSESSHENT OF TAXI IS. Aeount of Line l' .t Spou..l r.t. (151 16. Aeount of Line l' toxabl. .t Llne.l/Cl... A r.t. 1161 17, Aeount of Line l' toxabl. .t Coll.t.r.l/Cl... 8 ..t. (171 18, Prlnolp.l Tox Duo TAX RETURN WAS. I X I ACCEPTED AS FILED RESERVATION CONCERNlNG FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. ISchedul. AI (11 2. stock. and Bond. (Schedul. 81 121 3. Clo..ly Hold Stock/P.rtnerlhlp Int.r..t (Schedul. CI 131 ,. IIort_.lNot.. R....lvabl. ISchedul. 01 ('I 5. CalhlBank Dopa.lt.,"I... P.r.enol Property ISchedul. EI (51 6, JointlY OWned Property (Schedul. FI 161 7, Tran.f.r. (Schedul. 01 (71 8, T.t.l A...t. APPROVED DEDUCTIONS AND EXEHPTlONS: 9. Funer.l EKQOn.../Ado. Co.t./H1... Expon... (Schedul. HI 191 10, Dobt.lNort_ Llabllltl../Llon. (Schedul. II (101 11. Totol DoducUen. 12. Hot V.lue of Tox R.tum IS, Charltabl./Gc..rnoont.l 8.quo.t. (S.hedul. JI 1', Hot Value of Eat.to Subj...t to Tox NOTE I TAX CREDITS I PAYIIENT DATE 05-11-96 11-08-96 RECEIPT NUllBER AA112836 AA146927 DISCOUNT (+I INTEREST (-I 1,210.53 .00 ( I CHANGED .00 238.424.00 .00 .00 180.890.00 .00 .00 181 1,812.00 219.00 1111 1121 I1SI 11'1 .00 X .00. 417,283.00 X,06. .00 X .15. 1181 ANOUNT PAID 23,000.00 826.00 INTEREST IS CHARGED FROM 11-15-96 TO 03-12-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE I To Insure proper creel! t to your account, .ubtllt the upper porUen of thl. fora .lth your tox p._t. 419,314.00 ?n~l nn 417,283.00 .00 417,283.00 .00 25,037.00 ,00 25,037.00 25,036.53 ,47 ,01 ,48 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY 8! DU! A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,I J' 1 i I 0(") r:iT -1" J, \0 -....J "1"1 r" LO '" VI , .:...:. ...'; ~: :::: -:!. R[RRVATIDNI Elte... 0' dec.....t. dr!". on or before o.c.-r U, nlz -.. if MY future lnter'lt In u. ..t.b 11 t'L~'flrred"'- 0 In po.....lon Dr ,"Jo~t to Cl". . (calllt.r,ll bent'lol.rJI. 0' the decedent .ft., u. IXPJr.tlon GJ:~y ..t.t'~r UI. or 'or ~.r., the C~.lth her.v 'IQIr.nllt nl.rv.. the r'!ght to ...,.... ... ...... "M,",. l"""rJt~. ,.... It the l~ful el... . (colllt.r,.' r.t. on ."y ~ lutur. Int.,..t. PIIlPOR OF NOTICE. To fulfill thII ,.....lr..."ts of Section 2140 of the InherU1nC1 Met Elt,t, Tax Act, Act ZZ of 1"1. 72 P.'. s.ot1on 214.. PAYIIDfT. Drlt8Ch ttM to, portion 0' thll NoUe. ...., ~lt '11th your panent to the AIII..t.r 0' 'lUll print" on U. ".ver.. .lde. ...w. cMdt or __y order p'nbh tal REGI8TER OF MILLS, AGEHT AU ,.~t. rectllnd ahell firlt be ...,Ued to WlY Int.nlt lifhlch ..y tMI elM ..lth MY ,_Inder .,Ued to the tax. REFUND eCAlt A r.fw1d of . tax credit, which .... not r~.ted on the Tax R.turn. .y be nquutecl by COIIIP1IU", ... -A,tIlIC8Uon for R.~ 0' PennIYIv.nla Inherlt~a ~ E.tet. Ta.- (REV-1St)). Application. ar. ~Ilebl. at the Of'lce of the .....t.r of WIU., MY 0' the n .evenue Olltrlct Office., or br uUlng the special Z4-hDur en~rlnt ..rvloe nu.blr. 'Dr '0,.. ordering 1 In Penn'vlvanla 1-.10-S62-ZaSa, out'lde Penn',Iv.nI. and within local Harrisburg .r.. (717) 7.7-.194, TOal (717) 712-2ZS2 (Hearing 1.,.lred Only). OIZCTZClHSI Mv pertv In Int.r..t not ..t..fled ,dth the -..ra"-.nt, .UDWWICII Dr dllaUowanea 0' deduction., or ........"t of t&le CJncludlng dllcCU1t or Int.ra.U a. Ihowl on thll NoUc. ..,.t object wIthin 'btv (60) dev. of receIpt of this Netlca by. --written prot..t to the PA o..rtMnt 0' Aevenue, ao.rd 0' Appula, Dept. 211021, Harrisburg, PA 17U'-lOZl, OR --.lecUDr'I to Iww the _Ua.. det.ralned et Mldlt 0' the acCOWlt of the "rlOMl repr..antaUYe, OR --.....1 to the Orphen.- Cou..t. ....IN Isr...T1YE CORRECTIClHSI 'ec"-l .r..or. dllCoYerlld on thl. ........"t ahould be Ilddr"Hd In writing tOI PA o.plrt.."t of Rtwnue, lur..., of IndIvidual T...., ATTHI Po.t A......."t Revl_ ...,It, Dept. n06Dl, Har,,"bu"lI, PA 1712'-0601 Phone (717) 7.7-6505. See P'" 5 0' the bookl.t -Instruction. for Inhe..lt~. T.. ..tu..n for I A..ldant Decadent- (REV-lS01) for en ,xplen.tlon of ~Inl.tr.tlv.ly correctebl. ...ror,. Dlsaun. If InY tax due h paid within th.... U) cal...r IIOnthS aft... the decadent-. death, a flv. parcant (U) dllCCM.rtt of the tax paid I, allowed. The In tu ......tv non-,.rtlclp.Uon ,.,.1 ty II co.putlld on the tohll of the tax and Int.....t .....Md, and not ,.ld bafora ......r' II, 1996, the flrat day aft... the end of the tax ..,.,ty period. Thl, non.PlrUolp.Uon penalty h .....abl. In the ... Anna.. ~ In the the ... U.. perIod II you MOUld IIppUl the tax and Int.r..t that "'. be.-. .....tad a. Indlc.tlld on thl. notlc.. PENAL TYI INTERE:IT. Int.....t h chlr... baglmlng ..Ith flrll dIIr of del1~y, or nine (9) IIOnth. and OM (1) dar froe the data of dnth, to the dlt. of PQ'Hnt. T.... lilhlch bee... dlllnquent bIIfora J.nuary 1, nil be.r Int.r..t at the r.t. of .Ix (6%) percent per ...... ulculltlld .t . dalh rat. of .111164. AU taxll lilhlch bee_ delinquent on Ind .ft,,. ....r>> 1, .912 ..Ill bur Int.....t .t I rat. lilhlch wlU v...~ f,.OII calend.r )'IIIr to ulendar ~"r "Ith thet ....t. ~Ild by the PA DIp.rt.....t of R,VWIUI. ThI 1PP11cebl. Int.....t rat.. fa,. 1912 through 1997 ..... !!!r Int.r..t RIIt. Dall~ Int.r..t 'actor !!!r Int.....t bt. Dallv Int.r..t Factor ItaZ ZOX .00054' 1917 n .000247 UIl lOX .OOUSI 1'''-199. IIX .000101 I'M IIX .000501 I"Z n .000247 uas In .OOUS6 1"1-1994 n .000192 I'" lOX .000214 1995-1997 n .000247 ...Int.....t h C11lcu..tld .. foll,*.1 1II1'ERE8T . IALA/fCE OF TAlC U1fPAID X HUIIIIER OF DAYS DELIHQUEIlT X DAILY 1II1'ERE8T FACTOR "-&nr Notice hlUld .ft... tM tax becOM. dlU,.,...t ..UI raftect .. Int.....t cllcul.tlon to flft.., CIS) ctQa beyond thIi dlt. 0' the ........,t. If P'YNnt I. Ada aftlr the Int.....t COIIPUt.Uon data Ithown on the Notice, additional lnter..t ...It be calculated. -_......,.,....'..._-, --.....",".......... . '. '..1 .:u :tJm r,-, ~ " . " STATUS REPORT UNDER RULE 6,12 C--" I Name of Decedent: \J \0 \Q ~ , ,':J '\(G. (\ q l () r- Date of Death: 'd- I Will No. \ (tEe/)_ ("\0;:;) (')0 Admin. No. Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes l /'" No ,-I- (O~ V.;{ 19(;; -O~OO 2. If the answer'~s No, state when the personal representative reasonably believes that the administration will be complete: J, If the answer to No, 1 is Yes, state the following: a, Did the pers~l representative file a final account with the Court? Yes V' No . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative stat~an account informally to the parties in interest? Yes ~ No Date: d, Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this re rt. L \\ LDC, ~ Name (Please type or print) ./0 ',?,42..S~EN\~VLoS.W1Ju- Address ID) 1 toto - S'Z.~s;- Tel. No. Capacity: ~personal Representative . trl ~e C"--', .Y) N ,". ,) u: ,A} .-'"\ ....:. :"'1 ~') (HAH: rmf/ AMJ) Counsel for personal representative ! ~e. I , -........__.._>__...-,.~"''''___u_, _,.__,..'_,~ '_~""'..JIt"~"!""'~''''t~-'''''-~''C :'C,-, . .. JRD/JUDC 30. 1992117858 REGISTER OF WILLS Cumberlnnd Counly Courlhtluse One CourlhollSc Squnre Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel : RE: Estate of VIOLA 0 SPANGl.EH , Deceased. Lute of UPPEH ALt,EN 'l'WP Estate No.: 21-1996-0200 Date of Decedent's Death: 2 -14.96 nOM~tn ~ CP~~CtVU Pursuant to Rule 6,12, the above named personal representative or the above named attorney, if applicable, within two (2) years of the decedent's death, and annually thereafter ontil administration is complCled, is required to filc with the Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representative, or attorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court. as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills is required to IIOtify the Orphans' Court Division, Court of Common Picas of such deliDCP,I~cy and to request that said Court cooduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's cou~, if any, Accordingly. If the requisite Status Report is not filed by 3.30, 19~~Ii'are hereby advised that a request will be submitted to the Court in accordance with Rule 6.12, , ,C'\ ,I. ../ Dale: 3-17-98 ~ Distribution to Estate File ~,>';'i"" .." ,. .... ..,' .. .' .. .. . _~; !tI.. ~e,i:"'" ,",C or.: 1:.. ,,;," 1i