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HomeMy WebLinkAbout96-00433 PETITIO~ FOI{ PlmUATE :lnd GI{ANT OF LETTEI{S ~I...g lQ -:'4_'03____ Snyder f)onilde(! N", (..: i(e~i'ler nl \\,ill, rn, Ihe ('nllIlIY nl C:Jmberland- 111 ('0111111011\\\,';'11111 of Pl.'I1t1syl\,ilnia Ihc b'<lIt' "I Hargarct ,,1\0 ~ 110 IrIl 11\ Margaret S.N, Donadee f)j'('l'tlwd, ,\(1"'<1/,\1"'/111I,1',\(1, 196-1'1-378,6, Ihl' Iwtitllll1l" Ihl' tIIHkl...i~lIl'd Ic..pL'....tflllly Tl'pn"l'l1l\ 111OlI: ,________ named .19~ YlHII 1'I.'litiolll'J.4'4, \\hn j... '"!-<t.' It\ Yl'ill' III a~l.' or oh,kr alt IlIl'C\I.'(IILor. inlhl'lil'-l \\ill of thl' i1b,l\l' dl'l.:l'lklll, dall'd Nar_ch .21 - -,-- ---- all~1 (lldh':III...) dall'd ___u.____.______ 1,1;11~.ldl.\.1l11 .1fdlll1'l.lII.~", l',~' I HlII1':1.I\illll, d.\.Ih tll,.\....:llh'f, ch,',) Ik\.:l'lIdl'ltl \\a" dllll1i(ih..d all!l-,llh in __ J~,p.Jrrb,g_Ll~.D9_____- .___ _.___. Count\', Pcnnsyh'ilnia. with her 1:1'1 r;~'iI' "'l'li'~':lIIl"idell"':l1 35..?m_S_, ~p,o!:.ti!l,g, ,Hill Road , ..~p:l~"1D"'~h.'r-'- ___JL~~)1~l'lissbUE9-, PA 111,1 -lh'd. 1111l1l11l:1 .1Id 11llllldl'.dll\1 Ik,elHklll. Iilell 80 ,ea.' 111 a~,. <li,'<I _ ___,__,l1ay..,!.I!.'",__,. al Polyclinic Hedical Cen,te!" JI<lrrj,~~ul:"g,--PA I: \\,.'I.TI :I'> ft1lhHh, dl."l..'\.'lknl did Ihll marry. \\:1'" Illll di\'orl."l'd alllt did 1101 have a ~hild born or adopled aflel ,,"\,.'I,:Ulh1!1 ,'11111..' "illllffl'rl...u 1'\11 pr\lhat\.': \\";1.. nOllllc \ i....lim of a t..illing amJ was I1c\'cr adjudicated ilh,'t"111'l'll'lll: ...----. -.-. ---~------._-_._------~---- .1996 Ik\,l'lld""1l1 at d\.'illl1 ll\\I\I:d pl\\pl'll~ \\ilh l'..limall'u \ahl\.'\ a.. lnllnw..: (II dl'1ll1\,'ih.'d 1I1 Pa.) :\11 \11.',,0I1a1 prllpcn~ (1l1lPI ,hlll1h.:IIl'd III Pit.) Pl'{,Ollal pWI'l'rl~ in Pc:nn...yhania (1IIlt'i d\lIl1l~lk\llIll'a.1 1'I.'I'Il11.11 plopcny in t'llllllty \ alth' \'1 II.'al,,"I;lI\..' 111 Pl'lIll"yhania ,illl;t!l,! ;I' 11111\1\\,: s s __I.~,5"on . - S L -_._----~-------..-.-- _._~ --- \\ 1111(\ IlIRl. I'Clilill\lell'l r\"lleCllully wllle'"') Ihe "wi-ale "I' Ihe I;m will all<l codicil(,) PIl"l'l1ll'd 111.'1 l'\\ 1111 and tltl' ~ranl or kill"'" t.estam~nt_?lXY~__..__ 1:\'-l.lllll':ll,II\; ;ldl\lll~i"r.IIII'11 \',1..1.; ,hllTlllll'!r.llilln d.b.ll.l'.t.a.) 111\'11\11. ~ ,~CJ le2... L :~ . '!.-(/ v J /L.7uv.:~T: ~ ~~ ; 6409 Glenwood street - Mechanicsburg, PA 17055 -.--,-.---------- :.. ; ~ __. ..._. .__. _~ O'...u_ --- -.---.-.-----. OATil OF I'EHSO:--;AL HEPIU:SEYIXIWE CO\!\IO\\\ 1-::\1.'1'1101' l'E\\SYI.\'A\IA C()\ \ n OF CUMBERLAND I '. ss I 1 h~' i\~'II1II"H.'I('1 abl\\l"Il.lllIl'd .,\\\,:.111,1 III ,lIlill1lt'llhallhl' ..I al \.'lI1l'11 1 , 1Il1lll' forl'guing pClilion arc llor ,'1:\~ ,,\/:....1 101111,'1',--.1111 I lit' ~1"1\\h.'d!-'l' ;!lId "did',ll' Pl'litilHh:r(..) \lnd that a, pCr''lonal rcprcscn- 1.1:'\(" ) ,'1 I Ill' .Il"I\\.' ,h.'l'\..',klll I'l'll1iI11ll..'rl'l \\ill \\l'lI and truly adl11ini,ll'( thCl"tah.' a~l"on.ling to law. ~"l"l I,' ,II .lllllll\l...'d ,11I1.1 'U!h,,'llhl'd h:l,"'" !1" lhi~ 30TH d;l~ I 717a.1 Mt~oC~~ f-'-u ([}1!i I ~ MARY C. LEW! 5 N.',N." 15-10S~ I.;L " "ur Kl,'i.'.i--.-- ~ v, ,,/l./--~,~~ - ~ 3. .::. Thi~ 1\ lill...l'lllh 1It,Il lilt nd'llllllllt'lllltlt lilli, Icll.d Hq.;l\II,lI Till' "IIl'IlI,i\ II 111111.111 '-\ lil h ',,1" " " I I 11' 'II II' d I 'Ili' i . I T I r! I, .lfl . of ,it ,jl II 11'\' Irlt I '.',111. 1111 ", \",, 1 11111' I I, ,I 1"1 Illlll! 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Robert Wi.~ ...- Culllharland ~ tp.o~=.. - ~nl_._ lLRo.. 8n der - -- 01.nwoOO Street OoI,_.e-" Mechanic.bur PA 11055 _ J.ri ~rt Donadee ~O""""-'" 0 _64051 - .-- -- 1" 1$196 "LRollin Gr..n HAaorial tt"CU Hill, PA 17011- J...., q . i\1n.r ca., .. m-01D649-L IlL 2100 Lingl..town Road, Harriaburg', PA 11110- - ,.., ~ -- --_.~ ... ':':0 .. 121 .. 8:30 SO< . " 14 1996 ..-...........---..- ..-..-......---.---.-- l.IlI~____.. " , -- ,--- """'I: _---.__... ............-.....-.....""", L 4,.., I .,J,.,./.;. _1/"" ol/...;I/""I'j IIt-P ""kml/'~P , ..~ '" - ~ o o ~, ......0tI"""" ....., .-. ~ .......-._ro -"'..... "'...- - o o ... ... o "-"'I ........"..._.___-..,_ -~- ... '.0 "0 . ... "0 '"1lII -I>> - - -- "0 ~.....--.. ... - "ClJl:TrnHOmTU::IAH 1.....-==_d~__~~,...~.a.I'lIn!~....nl hlle.......,...........~ .........uutII4.ltIld_........ . ' . , _ . _ _ -. , , . . . . . . , ' , . ~~MOCVlnmNQI'H't'IICIoUI1~IdI~dMIln~lD-rJ....1 ,.........."".................___.................,....Md.,.....--C.IIIlIllI_...~ . " \1q'<1,..itl 0 ." Ii!l ." 0 f./};,""1.~ " . ..lOICALl1~lIlICO"O"'I. ~~~.~~~~~~~MC~..~~~~......IM..,..lNr.MoMI.l~ Re:U'F':.' ,=1 R..-:t; \:: ) '96 Mny 30 i~l1:C ~ C\"r' Cur;:,. ....,\, " lJiI , . , ;:'/\ . ~ I u . r:loo .. I z !:i8 fIl .. ~ ~ >- ~~ u. Eo< III Z o -< z w 8<1) *" "- w ~ ~I ~~ z >- 0 ~ ::l5 :J I~ w 0 -' ~ S ~ ,..:I w a: ~ ~~ ,..:I Ii; .......: ~ :t -- ~ ~ oJ 0 :i ~ ~ . LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE I, MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE, now of 4346 North 6th Street. Harrisburg. Dauphin County, pennsylvania 17110, do publish and declare this to be my Last will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: Family Backqround and APpointment of Executor. (A) Family and Backqround Information. I am married to ALBERT L. DONADEE. I have not been previously married. The child of our marriage is JERI R. DONADEE. Throughout this Will, ALBERT L. DONADEE will be referred to as "my husband" or "my spouse", and JERI R. CONADEE will be referred to as limy child." The word "issue" will include my child as well as my other descendants. (B) APpointment of Executor. I appoint as my Executor and Successor Executor (all hereinafter referred to as Executor or Executors) under this will, the following named persons to serve without bond and without being required to account to any Court: Executor: My son, JERI R. CONADEE. Successor Executor: My grandson, JERI A. CONADEE. (C) Inter Vivos Trust. The inter vivos trust agreement referred to in this will is entitled "~HE CONADEE FAMILY IRREVOCABLE TRUST," dated flI1412.('j..,f 2./ ,1995, by and between ALBERT L. CONADEE and MARGARET S. CONADEE, a/k/a MARGARET S.W. CONADEE, as Settlors, and JERI R. CONADEE. as Trustee. SECONC: Funeral and Last Illness Expenses; Taxes. (A) Expenses of Funeral and Last Illness. Notwithstanding that my spouse survives me. I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. In addition. my Executor may notify the then-acting Trustee(s) of the Trust described in paragraph FIRST (e), above, of any such expenses, and my Executor may accept reimbursement from such Trustee(s). (B) Taxes. I direct my Executor to pay any and all estate, inheritance. succession. legacy, transfer and other death taxes -. ., , J \. )' ,. I ' .. '( /" ' , , . LAST WILL AND TESTAMENT OF MARGARET S. DONADEE. a/k/a MARGARET S.W. DONADEE PAGE 2 or duties. by whatever name called. including any and all interest and penalties thereon. imposed under the lawS of any jurisdiction by reason of my death upon or with respect to any and all property included in my gross estate for the purpose of such taxes. whether such property passes under or outside of this will. without any apportionment otherwise required by law and without being prorated or apportioned among or charged against the respective devises. legatees. beneficiaries. transferees or other recipients of any such property or charged against any property passing or which may have passed to any of them, I direct that any taxes so paid shall be charged against my residuary estate. My Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. The foregoing provisions of this Article SECOND shall not applY to such portion or portions of said taxes. interest and penalties which may be required to be paid. or are actuallY paid or reimbursed. by the Trustee of the Trust described in paragraph FIRST (C), above. THIRD: Tanqib1e personal property. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath all my tangible personal property. including but not limited to clothing, jewelry. heirlooms, furniture. household furnishings. personal effects. motor vehicles and all other similar articles which I own. and the insurance thereon, to my spouse if he survives me. If my spouse does not survive me. I leave such tangible personal property to my child if he survives me. If both my spouse and my child do not survive me. then I leave such tangible personal property to my surviving issue. per stirpes. to be divided among them as they may select in as nearly equal shares as is practical. Tangible personal property shall not include: (1) any and all property used by me in any business. (2) cash on hand or on deposit in banks. (3) stock or securities. (4) any type of evidence of indebtedness and (5) any life. health or accident insurance policies. If there is any disagreement as to distribution. I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected or any itemS which my Executor considers unsuitable for my issue may be distributed or sold in the sole discretion of my Executor. and if sold. the net proceeds therefrom shall be added to the residue of my estate. Any such article allocated to a minor may. as my Executor deems advisable. either be delivered to the minor or to any person to safeguard on behalf of the minor. ';f'~ -tiT' /' //:), ~'~" ~--- /~- - . /' .......- LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k7a MARGARET S.W. DONADEE PAGE 3 Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article 'I'HIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuarv Estate. (A) If my spouse survives me, then I devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wherever situated, to which I am legally or equitably entitled, to the then-acting Trustee(s) of the Trust described in paragraph FIRST (C), above, to be held, administered and distributed pursuant to the terms thereof. By this devise and bequest of my residuary estate, I hereby exercise all powers of appointment I possess at the time of my death except any power of appointment which I possess under the Trust described in Paragraph FIRST (C), above. (B) If my spouse does not survive me, then I devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wherever situated, to which I am legally or equitably entitled, to my child, JERI R. DONADEE, or if my child has predeceased me, then to my surviving issue in equal shares, per stirpes. FIFTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the estate and shall be vested with such following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon the Executor by law: (A) In the management, care and disposition of the estate, the Executor shall have the power to do all things and to execute such instruments, deeds or other documents as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the estate, and to grant ')fj, ~,/J / ;., X LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE PAGE 4 options, including any option for a period beyond the duration of the estate; except that, in lieu of any binding shareholder agreement or buy/sell agreement to the contrary, the Executor shall not be permitted to sell the stock or any other ownership interest in any business owned by me, or held in trust, at my death, without first offering the same for sale to my children, or without next offering the same to the corporation or business represented by such ownership interest for redemption. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries, except that the Executor may not invest in any securities issued by the corporate Executor, or issued by a parent or affiliate company of such Executor. (3) To retain for investment any property deposited with the Executor hereunder; except that the Executor may not retain for investment any stock in the corporate Executor, or in a parent or affiliate company of such Executor. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the estate and to agree to any rescission or modification of any contract or agreement affecting the estate. (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the estate. ,\ ~\', -, ,Ii' '/1)./) LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k7a MARGARET S.W. DONADEE PAGE 5 (8) 1'0 retain and carrYon any business in which the estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the estate may have an interest and to carrYon the business thereof, to join with other owners in adoPting any form of management for any business or property in which the estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hOld the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) To register any stock, bond or other Security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is an estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any estate assets in fee simple to a person who is then under twenty- one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he becomes twenty- one (21) years of age, and in the meantime the Executor shall use such part of the income and the principal of the estate as the Executor may deem necessary to provide for the proper sUPPort and education of such person. If such person should die before becoming twentY-one (21) years of age, the property then remaining in trust shall be distributed to the personal repreSentative of such person's estate. (e) In making distributions from the estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but the Executor shall be authorized to paYor deliver the same to the CUstodian of such person, to paYor deliver the same to such person without the intervention of a guardian, to paYor deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. '); /l;tl;) LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE PAGE 6 (D) In the disbursement of the estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or in kind, or both, regardless o( the basis (or income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. In making such distribution or division, the Executor may allot undivided interests in the same property to several trusts or shares. (E) The Executor shall be authorized to lend or borrow, including the right to lend to or borrow from any trusts which I or my spouse may have established during life or by will at an adequate rate of interest, with adequate security and upon such terms and conditions as the Executor shall deem fair and equitable. (F) The Executor shall be authorized to sell or purchase, at the fair market value as determined by the Executor, any property to or from any trust created by me or my spouse during life or by will, even though the same person or corporation may be acting as Executor of my estate or as Trustee of any of my trusts. (G) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all the circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit reSUlting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. If the Executor does not exercise the above discretionary power, the cash or accrual allocation shall be in accordance with Chapter 81 of Title 20 of the Pennsylvania Consolidated Statutes, or the corresponding provisions of subsequent state law. , /. ' " , ;, ,/ \ ": '\ "'" __ / I / /'" 'v, " '---.' --,' ~~,;/ f ,'.~ ,/ (?-~ LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE PAGE 7 SIXTH: Riqhts and Liabilities of Executor. (A) No bond or other security shall be required of any Executor. (B) 'I'his instrument always shall be construed in favor of the validity of any act or omission by any Executor, and no Executor shall be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment, the overall performance of the entire estate shall be taken into account. (e) For services actually rendered to my estate, each Executor shall be entitled to receive reasonable compensation in an amount the Executor normally and customarily charges for performing similar services during the time which he performs the services. SEVENTH: Spendthrift provision. No beneficiary shall have the power to anticipate, encumber or transfer his interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts. contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. EIGHTH: Tax Elections. (A) In determining the estate. inheritance and income tax liability relating to my estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my estate and my spouse in such proportions as they may agree. In accordance with IRe Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. (B) The Executor may, in his discretion, determine the date as of which my gross estate shall be valued for the purpose of determining the applicable tax payable by reason of my death. ,\', . .'/1}' " '1. ' _ l'l r / ), j.'// -; " , '--I ,/ / "./ / ,i' , /1 . LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE PAGE B (C) The Executor may, in his discretion, decide whether all or any part of certain deductions shall be taken as income tax deductions (even though they may equal or exceed the taxable income of my estate and whether or not claimed or of benefit on my estate's income tax return) or as estate tax deductions when a choice is available; and in the event that all or any part of such deductions are taken as income tax deductions, no adjustment of income and principal accounts in my estate shall be made as a result of such decisions. NINTH: Definitions and General provisions. (A) survival. Any beneficiary who dies within sixty (60) days after my death shall be considered not to have survived me. (B) Captions. The captions set forth in this will at the beginning of the various articles hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and applica tion. (C) Children. AS used in this Will, the words "child" and "children" shall include persons who are legallY adopted and the issue of said persons, whether born in or out of wedlock, so long as any person born out of wedlock is acknowledged in a written instrument executed by the one of their natural parents who is a descendant of mine to be the child of said descendant. The word "issue" shall include descendants of all generations including adopted persons. A posthumous child shall be considered as living at the death of his parent. The birth to me or the adoption by me of a child or children subsequent to the execution of this Will shall not operate to revoke this will. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a power of appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then living. Each living child shall take one share, and the share of each deceased child shall be divided among his then- living descendants in the same manner. (D) Code. Unless otherwise stated, all references in this Will to section and chapter numbers are to those of the Internal Revenue Code of 1986. as amended. or the corresponding provisions of any subsequent federal tax laws applicable to my estate. I " I ;, }' " ' ( /. I ._-;;//.' 1/1/ (' ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF t C:ll!Je 1-/ (] /)(/ SS: The Testatrix and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or willingly directed another to sign it for her; that she executed it as her free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign and execute the instrument as her Last Will; that each subscribing witness in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ) 'I --~ .( / . ,.) '-'r'i'.'(fn ti"~l~ \ (, ..Ir:~ .,{.J/"'/l.c'A;t."J ~ , Testatrix 1 ~l,- . "" " " 1;-';"-'\(" I )111- ('1(;' wi tness' . .l ~ (,-. .' , . ,,1[----- .,:,..11"V' I ' Witness Sworn to or affirmed, subs ribed to, and acknowledged, '7/5 f before me !:l.Y. the/above-named T€\statrix and witnesses, this .q day of /77rVC) , 1995. \ , ,J;{;c~/ ;; y J? c'<:,,-,_ --Notary PU ic - My Commission Expires: t L'.~ J'I~ ',~."]! S'..1"":~ ( I ,,~.' '.; :~':.r,' f't.;I:"4: I,~',:~<:,~~::~~::' r,l:;~<':"_~(','!.. t..", ?S5 t:.~:"" ;,.~-{ ~~~~:,',..:7l~;"~":-:'~:'; :';;:,~~: 7:~" . ' ~) (J It ." " r'.! (~ ') .' ,;! r- ." ~ :J_ ~_'1 :.l- ." 51 \1:1 ~, " ~ .- ." 0: ~ w : ~ z ~ w 0 ~ , Z 5 ~ . 0 . ... ~ 0 U 5 . ~ ~ 0 0 ~ ., ~ m ... ~ ~ u I- ... Z I- ~ . ii I 0 U 0 ... U ~ . en , ~ -. ... '" = ,.. " ", ~l" -' 'i' 'r = ~~ :E 5 '-.c o t: ... ::I '" 0 1iiu '50 ~ "'-<'1 c.:c_ ::10 .~8!::: ",'"0< ,.J g c.. utcJ ,,-.oE Vi f-' :.e .. ::I .. ~uu = '. . t' t' ~ l ) h . , , '~!. i;<'. J v, ~ ...,.. " .1 ---" -.....,.."".,. ~ _ r ~--- ,-_...._-~~. ..,:. ) ,S ) j ') ) ;) UV.UOOU+17.Q,! w ... :lIC:!:CI1 U",,,, w,,-U ,",00 U"'~ ,,-.. "- '" :z: o '" '" ... ::0 "- '" o U >< '" ... * 'OA OATIS O' DIATH Ann 12/31191 CHICK HIAI " A SPOUSAL -"OVIAD'..s,~I.IlI,T IS CLAIMID [J IILI HUMIn INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COMMONWrAtIIt Of P[NN!lUVAWA D[PAIl;IMfN' Of IlfV(NU[ Dl" 280601 IlAAIlIS8UIlC,'A 11128060_1 OfCfOUd'S NAMl IIA$T. flIl$T. ANO MIOOH !NIItAII 21 COUNTY CODE -- -..----- 9G YEAR 0433 NUMBER O(((OUH'S (OM'l(f( ADURU!. ... is o w U w o OONADEE...JIARGAR '~LS .,__ SOCIAl !.((URlIY r+UMIU OAt( 01 DfATtI '-IOAT'lOIII.TIt - 196-14-3786 5 14L9('!.._..J.Lo[20~l,5 ,., ..".,..,,, ,,,...... ''''0'' ,..., ,,,.. ,.." .., .."" ....,.." rOClAI mr,,,,, NUM'" L'll. Original Return 0 2. Sup pI omental Relurn o 4, limited E$tale 0 40. Future Intore$1 Compromi1e (for date, a. death after 12.12.82) fi 6. Decedent Died TO$tole 0 7, Decedent Maintained a living Trult IAllach copy of Willi (Allach copy of Tru,'1 ENCE N:CONFIDENn~', AX' Q IONsIfOUtD:B ,DIREClTED~TOI-',!;""',' COMPLET( MAIlIr+G ADOIIUS ".... . .~:;:,'..~i.:.~;~:~ .:'.: ~ CO\lIlI 355 South Sporting IIi 11 Rd. MQc~anicsburg, PA 17055 Cumlwrl and AMOUt~' i(clivli:ii5,ltlt4STRuC flONSI OJ, Os, Remainder Return (for dalel of death prior 10 12.13,82) Foderal Ellalo Tax Return Required _8. Total Number of Safe Depo$it Bo.llos ALL .... "':z: Ww "'0 "':z: 8~ NAME Scott M. Dinner, Esquire 5010 Ritter Rd. Suite 119 Mechanicsburg, PA 17055 TfUPHON( NUMIU 691-7314 :z: o '" :5 ::0 ... 0: '" U w '" 1. R.ol E,'ol. (S,h.dul. A) II I 2, Slo,k, ond Bond.IS,h.du'. B) ( 2) J, Clo,.ly H.'d S'o,k/Portn."h;p Inl.,.., (S,h.do'. q I J I 4. Mortgages and Note$ Receivable (Schedule 01 ( 4 ) 5, Ca$h, Bonk Depo$i" & Miscellaneou$ Personal Properly 15) ISch.dul. E) 6, Jo;n'ly Own.d P,op.r1y (S,h.dul. F) (6) 7, T,onlf...ISch.dul. G)IS,h.dul. L) (71 8. Total Gran Ane" (10101 LinOI 1.7) 9. Funeral E'-pln$os, Admini,tratiye Calh, Milcellaneou$ (91 E.-penles (Schedule H) 10. Debh, Mortgage Liabilities, Liens (Schedule II (101 11. T 0101 D.duction$ (totallinel 9 & 101 12, Net Value of E$Iate (Line 8 minulline 11) 13. Charitabl. and Governmenlal Sequel" ISchedule J) 14, N.I Valu. Subject 10 Tax lline 12 minu$line 13) 15, Spou$al Tran$fen (for dote$ of death aher 6.30.94) See In$lruction$ for Af,plicable Percentage on Reve"e (15) Side, (Include value$ rom Schedule K or Schedule M.) 16. Amounl of Line 14 taxable 01 6% role (16) (Include values from Schedule K or Schedule M.) 17, Amounl of Line 14 taxable 01 15% 10 Ie (17) (Includ. values from Schedule K or Schedule M.) 18. Principal tax due (Add tax from lines 15, 16 and 17.1 19. Credill Spou$al Poverty Credil Prior Paymenh + 950~ + (19) 1201 1,000.00 21.808.69 la) 21 ,808.69 <1 ..9.6.9--1-0- 4,969.10 16.839....59 (II) (121 (lJ) (14) 16,839.59 x,_= 16.}839.59 x ,06 = 1,010.38 x ,15 = (I B) -_--L_QlCL.3~ Dilcounl 50.00 Inlerell 20. If line 19 is grealer Ihan line 18, enter the difference on Line 20. Thi$ i$ Ihe OVERPAYMENT. aD Check here if you OUt roquosting a lefund of your overpayment. 21. If Line 18 i$ greater than line 19, enler Ihe difference on Line 21. Thi$ is Ihe TAX DUE. A. Enler the inlerelt on Ihe balance due on line 21 A. B. Enter Ihe total of Line 21 and 21 A on line 218. Thil is Ihe BALANCE DUE. Make Check Payable to: R.ght.r of Will., Ag.nt ~" ',..:' ", ~ ~' BUURE,TO:ANSWER'ALL QUESTIONS ON REV,IRSE:sIDE AND TO RECHECK>MATH ,'.... '".. ~.,.",':.: ~~der ponallies of perjury, I declare Ihatl have examined Ihi$ relurn. including accompanying schedule$ and ,Uotemenll, and to the bell of my knowledge and boliel. If IS true, carrecl and complete. I declare thaI all real e$tale hal been reporlee atltue mar5cet value. Declora!lon of preparer other than the perianal reprelontoti...e il baled on all information of which preparer hal any knowledge. "ONA "'0 f N"'" INO OfTU,"/ ADD'''' F" D'" ~,",'" ~ ~L/D1 ~e"'o.VOOI') ..:5-,- ~..u/l ~I~..,(' /0-/"''((. ""'lNIAI>Vf ADD"'fOID "R 1TTCt.1(, ~ II~ e: p ~J\..nr_ ~4l- DAIf l<L=lO=.q(Q_ ~ 121) 10.38 (21A) ____, 121BI -----_.lO_3a._,,~ V\ ~ ~~ ~ . " IL , ,- .jrJ " , 'I.YUIIII. P.NI ESTATE Of ~l~~" -5iJIu; COMMONWEALTH 0" PENNSYLVANIA INHERITANCE TAX RETURN RU1DENt CECEDEN' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES MARGARET S. DONADEE ITEM NUMBER A. Funeral Expon...: 1. B. 1. 2. 3. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION Jesse H. G~igle Funeral Home minister/honorarium Administrative Casts: Personal Representative Commissions Social Security Numbor of Porsonal Ropro.ontolive: Vear Commissions paid Attorney Fee. Scott M. Dinner, Esq. Family Exomption Claimant Rolation.hip Addross of Claimant ot decedent's deolh Street Addross City State Zip Code Probate Fee. Mlscollaneous Expenses: Estate Notice - Cumberland Law Journal Estate Notice - The Patriot-News Co. I Please Print or Type FILE NUMBER 21-1996-0433 AMOUNT $ 3,588.80 250.00 A25.00 50.00 60.00 142.30 53.00 Short certificates, etc. - Register of Wills s 4,969.10 TOTAL (AI.o entor on line 9. Recapitulation) (If mare space I. needed, In.ert additional sheet. of .ame .I.e.) " IIY.UUU.l1l1J '*' ~OMMONWIAlfH 0' PlNNIHYAHIA IHHIIIIAHCIIAl.nU'N IISIDINt DICIDIHI SCHEDULE J BENEFICIARIES J ESTATE OF 1. Jeri R. Donadee 6409 Glenwood Street Mechanicsburg, PA 17055 Son 100% FILE NUMBER MARGARET SNYDER DONA DEE ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 21-1996-0433 AMOUNT OR SHARE OF ESTATE A. Taxabl. B.quOIII: ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 8, Charitable and Governmental Bequesh: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.a .nl., on lin. 13, R.Cop/lulallan) S I" more .pac. I. n..d.d, In..rt oddltl.nol .h..t. 01 .om. .1,., I, .'~ (0 lPV LAST ~M TESTAMENT OF MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE I, MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE, now of 4346 North 6th Street, Harrisburg, Dauphin County, Pennsylvania 17110, do publish and declare this to be my Last will and Testament, hereby revoking all other prior wills and codicils made by me. ' FIRST: Fami1v Backqround and Appointment of Executor. (A) Familv and Backqround Information. I am married to ALBERT L. DONADEE. I have not been previously married. The child of our marriage is JERI R. DONADEE. Throughout this Will, ALBERT L. DONADEE will be referred to as "my husband" or "my spouse", and JERI R. DONADEE will be referred to as "my child." The word "issue" will include my child as well as my other descendants. (B) Appointment of Executor. I appoint as my Executor and Successor Executor (all hereinafter referred to as Executor or Executors) under this Will, the fOllowing named persons to serve without bond and without being required to account to any Court: Executor: My son, JERI R. DONADEE. Successor Executor: My grandson, JERI A. DONADEE. (e) Inter Vivos Trust. The inter vivos trust agreement referred to in this will is entitled n~E DONADEE FAMILY IRREVOCABLE TRUST, n dated J11l4-(<..el1 '2-L , 1995, by and between ALBERT L. DONADEE and MARGARET S. DONAnEE, a/k/a MARGARET S.W. DONADEE, as Settlors, and JERI R. DONADEE, as Trustee. SECOND: Funeral and Last Illness Expenses! Taxes. (A) Expenses of Funeral and Last Illness. Notwithstanding that my spouse survives me, I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. In addition, my Executor may notify the then-acting Trustee(s) of the Trust described in Paragraph FIRST (Cl, above, of any such expenses, and my Executor may accept reimbursement from such Trustee(s) . (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes <:if',\ I[ J";)t It uJL<'-' , .' LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE PAGE 2 or duties. by whatever name called. including any and all interest and penalties thereon. imposed under the laws of any jurisdiction by reason of my death upon or with respect to any and all property included in my gross estate for the purpose of such taxes. whether such property passes under or outside of this will. Without any apportionment otherwise required by law and without being prorated or apportioned among or charged against the respective devises, legatees, ~eneficiaries. transferees or other recipients of any such property or charged against any property passing or which may have passed to any of them, I direct that any taxes so paid shall be charged against my residuary estate. My Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. The foregoing provisions of this Article SECOND shall not apply to such portion or portions of said taxes, interest and penalties which may be required to be paid. or are actually paid or reimbursed. by the Trustee of the Trust described in Paragraph FIRST (C). above. THIRD: Tanqible Personal Property. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath all my tangible personal property. including but not limited to clothing. jewelry, heirlooms, furniture. household furnishings, personal effects, motor vehicles and all other similar articles which I own. and the insurance thereon, to my spouse if he survives me. If my spouse does not survive me. I leave such tangible personal property to my child if he survives me. If both my spouse and my child do not survive me, then I leave such tangible personal property to my surviving issue, per stirpes, to be divided among them as they may select in as nearly equal shares as is practical. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks. (3) stock or securities, (4) any type of evidence of indebtedness and (5) any life. health or accident insurance policies. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected or any items which my Executor considers unsuitable for my issue may be distributed or sold in the sole discretion of my Executor. and if sold. the net proceeds therefrom shall be added to the residue of my estate. Any such article allocated to a minor may, as my Executor deems advisable. either be delivered to the minor or to any person to safeguard on behalf of the minor. ~ .p//J- " LAST WILL ~ TESTAMENT OF MARGARET S. DONADEE, a/k7a MARGARET S.W. DONADEE PAGE 3 Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuary Estate. (A) If my spouse survives me, then I devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wherever situated, to which I am legally or equitably entitled, to the then-acting Trustee(s) of the Trust described in paragraph FIRST (C), above, to be held, administered and distributed pursuant to the terms thereof. By this devise and bequest of my residuary estate, I hereby exercise all powers of appointment I possess at the time of my death except any power of appointment which I possess under the Trust described in Paragraph FIRST (C), above. (B) If my spouse does not survive me, then I devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wherever situated, to which I am legally or equitably entitled, to my child, JERI R. DONADEE, or if my child has predeceased me, then to my surviving issue in equal shares, per stirpes. FIFTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the estate and shall be vested with such fOllowing specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon the Executor by law: (A) In the management, care and disposition of the estate. the Executor shall have the power to do all things and to execute such instruments, deeds or other documents as may be deemed necessary or proper, including the fOllowing powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the periOd of the estate, and to grant ~~~ ( " LAST WILL AND TESTAMENT OF MARGARET S. DONADEE, a/k7a MARGARET S.W. DONADEE PAGE 4 options, including any option for a period beyond the duration of the estate; except that, in lieu of any binding shareholder agreement or buy/sell agreement to the contrary, the Executor shall not be permitted to sell the stock or any other ownership interest in any business owned by me, or held in trust, at my death, without first offering the same for sale to my children, or without next offering the same to the corporation or busineas represented by such ownership interest for redemption. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries, except that the Executor may not invest in any securities issued by the corporate Executor, or issued by a parent or affiliate company of such Executor. (3) To retain for investment any property deposited with the Executor hereunder; except that the Executor may not retain for investment any stock in the corporate Executor, or in a parent or affiliate company of such Executor. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the estate and to agree to any rescission or modification of any contract or agreement affecting the estate. (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the estate. 9JJiL LAST WILL AND TESTAMENT OF MARGARET S. DONADEE. a/k/a MARGARET S.W. DONADEE PAGE 5 (8) To retain and carry on any business in which the estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the estate may have an interest and to carry on the business thereof. to join with other owners in adopting any form of management for any business or property in which the estate may have an interest. to become or remain 'a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment. and to employ agents and confer on them authority to manage and operate the business. property or corporation. without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) TO register any stock. bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity. but accurate records shall be maintained showing that such security is an estate asset and the ExecutOr shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any estate assets in fee simple to a person who is then under twenty- one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he becomes twenty- one (21) years of age, and in the meantime the Executor shall use such part of the income and the principal of the estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years of age. the property then remaining in trust shall be distributed to the personal representative of such person's estate. (e) In making distributions from the estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but the Executor shall be authorized to payor deliver the same to the custodian of such person, to payor deliver the same to such person without the intervention of a guardian, to payor deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. I' JEll/ )) LAST WILL AND TESTAMmIT OF MARGARET S. DONADEE. a/k/a HAR,GARET S.W. DONADEE PAGE 6 (D) In the disbursement of the estate and any division into separate trusts or shares. the Executor shall be authorized to make the distribution and division in money or in kind, or both. regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. In making such distribution or division. the Executor may allot undivided interests in the same property to several trusts or shares. (E) The Executor shall be authorized to lend or borrow. including the right to lend to or borrow from any trusts which I or my spouse may have established during life or by will at an adequate rate of interest, with adequate security and upon such termS and conditions as the Executor shall deem fair and equitable. (F) The Executor shall be authorized to sell or purchase. at the fair market value as determined by the Executor, any property to or from any trust created by me or my spouse during life or by will, even though the same person or corporation may be acting as Executor of my estate or as Trustee of any of my trusts, (G) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all the circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount. as income or principal or apportion the same between income and principal. to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal. to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonablY deem equitable and just under all the circumstances. If the Executor does not exercise the above discretionary power. the cash or accrual allocation shall be in accordance with Chapter 81 of Title 20 of the pennsylvania consolidated Statutes. or the corresponding provisions of subsequent state laW. -<'NjJ,/1 l,D. LAST WILL AND TESTAMENT OP' MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE PAGE 7 SIXTH: Riqhts and Liabilities of Executor. (A) No bond or other security shall be required of any Executor. (B) This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and no Executor shall be liable for any act or omission except in the case of gross negligence. bad faith or fraud. Specifically, in assessing the propriety uf any investment, the overall performance of the entire estate shall be taken into account. (e) For services actually rendered to my estate, each Executor shall be entitled to receive reasonable compensation in an amount the Executor normally and customarily charges for performing similar services during the time which he performs the services. SEVENTH: Spendthrift provision. No beneficiary shall have the power to anticipate, encumber or transfer his interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts. contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. EIGHTH: Tax Elections. (A) In determining the estate, inheritance and income tax liability relating to my estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my estate and my spouse in such proportions as they may agree. In accordance with IRe Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. (B) The Executor may, in his discretion, determine the date as of which my gross estate shall be valued for the purpose of determining the applicable tax payable by reason of my death. otv;,~) <;/:5 LAST WILL AND TESTAMENT 01" MARGARET S. DONADEE, a/k/a MARGARET S.W. DONADEE PAGE B (C) The Executor may, in his discretion, decide whether all or any part of certain deductions shall be taken as income tax deductions (even though they may equal or exceed the taxable income of my estate and whether or not claimed or of benefit on my estate's income tax return) or as estate tax deductions when a choice is available; and in the event that all or any part of such deductions are taken as income tax deductions, no adjustment of income and principal accounts iri my estate shall be made as a result of such decisions. NINTH: Definitions and General provisions. (A) survival. Any beneficiary who dies within sixty (60) days after my death shall be considered not to have survived me. (B) Caotions. The captions set forth in this Will at the beginning of the various articles hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (C) Children. As used in this will, the words "child" and "children" shall include persons who are legally adopted and the issue of said persons, whether born in or out of wedlock, so long as any person born out of wedlock is acknowledged in a written instrument executed by the one of their natural parents who is a descendant of mine to be the child of said descendant. The word "issue" shall include descendants of all generations including adopted persons. A posthumous child shall be considered as living at the death of his parent. The birth to me or the adoption by me of a child or children subsequent to the execution of this Will shall not operate to revoke this Will. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a power of appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then living. Each living child shall take one share, and the share of each deceased child shall be divided among his then- living descendants in the same manner. (D) Code. Unless otherwise stated, all references in this Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended. or the corresponding provisions of any subsequent federal tax laws applicable to my estat . 7i;.s 1.11 f\ ( '^) . - .- ,. ' ..~. ,--- - -. ~. ."..--. - --- -,-- -. -- -.-. .- ,- . --- --~ . , "k D NO. AA 146576 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OffiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ..~n62IJl(.".1 ACN ASSESSMENT F:' CONTROL ~ NUMBER AMOUNT RECEIVED fROM: D 101 $<I~O .00 DINN~R SCOTT MESO SOlO RITTER RD SUITE \ 19 MECHANICSBURG. PA 17055 ;_ '010 Hftf ESTATE INFORMATION: ~ FilE NUMBER la 21-1996-0"33 ~ NAME OF DECEDENT (LASTI ~ DONADEE MARGARET II DATE OF PAYMENT m POSTMARK OATE COUNTY 07/3I!'}6 CUMBEI1LAND DATE OF DEATH SSN 196-1,,-3786 (FIRST) IMII SNYDER fa TOTAL AMOUNT PAID $950.00 SK REMARKS JERI R DONAD!:.E C/O SCOTT M DINNER ESO " RECEIVED BY' , , I, , " ',.1 i ,\1"'" . . SIGNAtURE , i' ; SEAL MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS ~". . '- --~-- __...~~. ~ _ Il ......,:. /!., ;/,j ; II ! D NO. AA 146838 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . .,\1.111201....1 RECEIVED FROM: i ACN ASSESSMENT Ii' CONTROL .., NUMBER AMOUNT SCOTT M D1NNER ESQUIRE 5010 RITTER ROAD 101 "jtlV..:Jt:J MECHANICS8URG, PA 17055 .:.. fOlD Hftl fOlD HUf ESTATE INFORMATION: ~ FilE NUMBER g 21- 1996--0'.33 ~ NAME OF DECEDENT (LAST) ~ DONA DEE MARGARET II DATE OF PAYMENT m POSTMARK DATE COUNTY SSN 196-1"" 3786 IFIRST) IMII SNYDER CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID 510.38 PB REMARKS SCOTT M DINNER ESQUIRE SEAL \,// '1//, " 1/ ,1'1/ " RECEIVED BY','" . ., SIGNATURE . : I ,j.. ,../;' )I!.f- ',</ , 1,/ "J., . 'I , l ..p# CHECK II 1171 REGISTER OF WilLS MARY C. LEWIS REGISTER OF WILLS . --,...--. ._-... -~ '-. ---- -............~.~ F'-' T .....,:. COHHONWEAlTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU DF INDIVIDUAL TAXES INtllRIUJrfCl lAIC D1111Sl0N Dr"'. :8ObOl tIAIlRISBURC. III 111i'8-CtJOI NDTICE DF INIlERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLDWANCE DF DEDUCTIDNS AND ASSESSMENT OF TAX SCOTT M DINNER ESQ STE 119 5010 RITTER RD MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-03-97 DDNADEE 05-14-96 21 96-0433 CUMBERLAtlO 101 A"'ount Re",itted 1'_ c::=..=:==----O-7c;;.~~ << C- r.:~,...~. ' ,sf . ~:~ ~ ~~ .~4t. ". -or!", ~ W>'. I\..;h/ll lit 11I.hl MARGARET S MAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN lOWER PORTION FOR YOUR RECORDS ~ R 'EV: i54TE'jf -AFP-iiF 9&Y" Nij'fXCE - -Oi'uiNH Eiix rANcE- "fAx -A-P PR'AXSEifENT -; -A [Low AiicE "i:ili - - - u -- _m" --""" DISAllOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF DONADEE MARGARET S FILE NO. 21 96-0433 ACN 101 DATE 02-03-97 If an assessment was issued previously, lines 14. IS and~or 16, 17 and 18 will reflect figures that include the total of All returns assessed to date. ASSESSMENT OF TAX: 15, Anount of Line l~ 16, Anount of Line 14 17. Anaun! of Line 14 18. Principal rax Due TAX RETURN WAS: (X I ACCEPTED AS FILED CIlANDED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGItlAL RETURN 1. Real Estate (Schedule AI (1) 2. Stocks and Bonds ISchedule 8) 12J 3. Closely Held stock/Partnership Interest (Schedule CJ (3' 4. Hartg.ges/Notes Receiyable (Schedule OJ 14J 5, Cash/Bank Deposits/Hise, Personal Property (Schedule EJ 151 6. Jointly Owned Property (Schedule F) 1&) 7, Transfers (Schedule G) (7) 8. Total Assets ,00 .00 .00 .00 21,806.69 .00 .00 181 APPROVED DEDUCTIONS AND EXEHPTIONS: 9, Funeral Expenses/Adm, Costs/Hisc. Expenses (Schedule H) (9) 10. Debh/Hodgage Liabilities/Liens (Schedule Il nO) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax 4,969.10 ,00 1111 1121 1131 114) NOTE: at Spousal rat. taxable at Lineal/Class A rat. taxable at Collateral/Class 8 rat. .00 16,839.59 .00 X .00, K .06, K .15, I1BI I1S) 110) 117) TAX CREDITS: I PAYHENT I DATE 07-31-96 10-10-96 RECEIPT NUMBER AAI46576 AAI46638 DISCDUNT I') INTEREST 1-) 50.00 .00 AMDUNT PAID 950.00 10.3B TOTAL TAX CREDIT ! iBAlANCE OF TAX DUE, INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATIDN DF ADDITIDNAL INTEREST. NOTE: To insure proper credit to your account, subnit the upper portion of this form with your tax payment. 21, B08. 69 4.Q6Q 10 16,839.59 .00 16.839.59 .00 1,010.36 .00 1,010.30 1,010.38 .OBCR i .00 .08CR: I IF TDTAL DUE IS LESS TIlAN $1, ND PAYMENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TillS FDRM FDR INSTRUCTIDNS.I 0(') ? ;0. .0 -J :0 :TJ rt' ".' ',~ I PI Lr. I w LJ . J- . ~. ..J :.~" RESERVATION: E.tat.. of decod.nt. dylnQ on Dr be for. Dec..b.r 12, l~aZ -. If any future Inter..t In tho .stat. ~tran.f.rr.d In Po....llan or enjoy..nt to Cia.' B leDlletoral) beneficlarle. of the docedent aft.r the .~plratlDn of any 8.tat. for 111. or for yoar., the co..onw.llth herebY ..pro.sly r...rve. tho right to 8Ppral.. and al,." transf.r Inheritance Ta... at the lawful Cia.. B (collaterall rat. on any luch fulur. lnt.r..t. PURPOSE OF NOTICE: 10 fulfill the requlr...nt. of Section ZI~O of the Inheritance and Estat. lax Act, Act ZZ of 1991. 72 P.S, Sectlon ZlttD. D.tach the top portion of thl. Hotleo and subeit with your pav..nt to tho Aegilt.r of Will. printed on the r.v.rs. sid.. uHa~. ChiCk or .oney order payable tal REGISTER OF HILLS. AGENT All paY'lnts received shall first be applied to any Interest which ,ay be due with any re.ainder applied to the tax. A r.fund of a tax credit, which was not requested an the Tax Return, .ay bl requested by co.plltlng an ~Appllcatlon for Rlfund of Plnnsylvanla InhlrltanCI and Estatl 'a~~ (REY-I1I!). Applications ar. available at the Office of the Rlgister of Wills, any of the 2! Revenue District Offices. or by calling the special Z4-hour answlrlng service nu.ber. for far,. ordering; In Pennsylvania 1-800.362.2050, outside Pennsylvania and within 10c.1 Harrl.burg area (111) 787'8094, TOOl (717) 772.2252 (Hearing I"palred Only). PAYHENT I REFUND (CR); OBJECTIONS I Any party In Interest not .atl.fled with the appraise.ent, allowance or disallowance of dlductlon., or as.es..ent of tax (Including discount or Interest) a. shawn an this Notice .ust object within sixty (60) days of receipt of this Notlce by: .-wrltten protISt to the PA Oepart.ent of Rlvenue, Board of Appeals, Dlpt. 2It1021, Harrisburg, PA 171211.1021, OR -.electlon to have the .atter dlterelned at audit of thl account of the personal representative, OR .-appeal to the Orphans' Court. AOHIN ISTRATlY[ CORRECTIONS I Factu.1 errors discovered on this assess.ent should be addressed In writing to: PA Depart.ent of Rlv.nue, aureau of Individual Ta.ls, ATTNI Past Assessllnt Revllw Unit, Dept, 2l10601. Harrisburg, PA 17128.0601 Phone (117) 7l11.6505. S.e page S of the booklet ~Instructlon. for Inheritance lax Return for a Resident Decedlnt~ (REY.1S0IJ for an e.planation of ad.lnlstratlvelY correctable errors. If any tax due II paid within three (1) calendar eonthl after the decedent's dlath, . ,lve percent (S~) discount of the tax paid II allowed. The lS~ tax a.nl.ty non.partlclpatlon penalty II co.puted an the total of thl tax and Interest a.l.slld, and not paid before January Ill, 1996. the flrlt day aftlr the end of the tax ..nesty period. lhls non-participation penalty Is appealable in the la.e nannlr and In the the sa.e tl.e period as you would appeal the ta. and Interlst that has been assessed as Indicated on thll notice. Inter.st Is charged beginning with first day of dellnqulncy, or nine 19) "onths and one 11) day fro. the date of death, to the date of pay..nt. ,.... which becaee delinquent before January 1. 1982 bear Interest at thl rate of .1_ (6~) percent per annul calculated at 8 dally rate of .000164. All ta.es which beca~e delinquent on and after January I, 1982 will boar Int.rest at a rate whiCh wlil vary fro. calendar year to calendar ye.r with that rate announced by the PA OIPart.ent of Revenue. The applicable Intlrest ratel for 1982 through 1997 are: !!!! Interest Rllte Dally tnhrut FActor !2! Interest R"te DailY Interest rltctor 19112 20~ .ODD5foll 1987 9l. .00DZfo7 1981 16X .0DOfo38 ICl88'1991 Ill. .000301 Iqll4 tlX .000lDl lCl9l "' .ODDl47 19l1S 13l. .00US6 19C13-19C14 n ,ODOICl2 1986 10~ .000Z74 l'JQS.19Q7 9l. . DODlfol --Int"est Is calculated .. follows: DISCOUNT: PENAL TV I INTEREST I INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -.Any Notice Ilsued aft.r the t.. beco..s dellnq~ent will reflect Itn Interest calculation to flfteln CIS) days beyond the date of the assess.ent. If pay~ent Is ."d. .fter the Interest co.putatlon date shoMn on the Notice, additional Interest .ust be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marqaret s. nonadee Date of Death: 5/111/96 Will No. 21-1996-01133 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 XX No 2. If the answer is No, state when the perBonal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No XX 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? YeB XX No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the orphans' Court and may be attached to this report. Date: 6/11/98 r- :q . J&Jf1lt~~;) S~g re '5 ~~ '- :::<t: ')0..: " Scott M. Dinner Name (Please type or print) 1 Kacey Court, Suite 202 Address Mechanicsburg, PA 17055 (717) 691-7314 Tel. No, 0- N - i, ..'~. u r.l 1U0: 0: 5 -, co P' .u <;.5= "'- u8 Capacity: Personal Representative XX Counsel for personal representative (MAH: rmf/AM3)