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Home My WebLink About96-00565 UJ ..J 'J:: u ~ cQ I-i \!'i ..:J $) I ...5 0"" 0- \ - :r I- Itl ~ N :J QJ " ..... ~ ~ o ~ ~ E ~ CD ~ .e .. ~ .. ~ V :>- 1;; ~ ~ ~_.. ~ . o Z :5 1:-ILf I) .j'll'l II 1'i'll, , PETITION .'OR PRonATE and GRANT 01' LETTERS ,~ll - IltL({L - _'~)II 5 estate oj EI.I7o,'1IETII ,I. IIEACIII.EY al.'" klllJlI'/1 aJ No, To: Regi,ter of Wills for Ihe . /J,-c<'u.!l'd, -County of Cllmh..r I alld in lhe Sodal S'-"Il,ity No, --195.=2!t::W.Jl Commonwealth of Pennsylvania The petition of Ihe lIndenigned re,pe"flllly repre,ent\ Ihal: . (,1)- Your pctitioncr($, who ;./arc IK year, of age or oltler an the CxcC\IIOI"H in the la" will of Ihe abme decedent, daled ,\III~IIS I 2 and)(:cdit:i~lxdaIEd ' named , 19.21..- (""all' rCk\ill\l dn:mTl\lancc,. c.~. rCllundaliun, death 01 C\C(Ulor, etc.) Decendent was domiciled at death in Cllmh,-r I alld " PI' last family or principal re,idenee al 1,8 SOllth l'<'rrae,', 130ROU:JH OF WgRLEYSI3URG Oi,. 'lrecl. number ;:Ult.! mundpahl)') County, Pennsylvania, with \,()rDlIL'\'sblJr~, 1''\ 17043 [)ecendenl, then 84 j'ears of age, died .Jill \' , 19 % at Hcltova Centl'r, UpPl'r A11l'11 1\1\t'lIshlp . Excepl as follows, decedenl did nOlmarry, was nOI divorced and did nol have a child born or adopted afler execution of Ihe~i11 \,ffe~ed lor p,robate; was notlhe viclim of a killing and was never adjudicated incompetent: 0 excep l 01 S Decendent at death owned property with eSlimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real est ale in Pennsylvania situaled as follows: t\,",t' $ $ $ $ 200.00(),OO 110/'\ ':'./,\ o 00 WHEREFORE, pelitioner(s) respectfully requestl'.l Ihe probate of the lasl will '8:Adxwdl~lI(s): presented herewith and lhe grant of letters t PS I am.. II I a rv (lc\tamenlar)': adminimalion c.t.a.; administration d.b.n.c.l.a.) lheron. ii e '0_ 'c f- "'~ c ].g !'S'': -~ .0. ...~ ;0 ;; c .. tn r;:" /; /'. ,~'; EIIl'1l II'. .J~lIkIIlS .. ELLEN 1\. .1 EN" I ':'.S 100 C:l'l'l'llhr inr Latif' Dlllshllr~. 1''\ 17019 1l,\UPIII N DEPOS IT I\,\NK ANIl TIHlST emll'A':'.Y P O. Boo,,:: 'HH1I Ilarrlshlln'. 1''\ 17101 Balik :11111 Trllst Dauphin Ot'posl.. Comp:)'~\' _ 1\....: ..I.' ( II ( , '/" 11'1 I, , OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 138 COUNTY OF The pelitioner(,) above-named swear(s) or affirm(s) thatlhe stalements in the foregoing petition are true and com~l \0 .h, ~est of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of :ile abOH dece~enl petitioner(s) will well and truly administer the eSlate according to law. / ..~ // Sworn to or affirmed ~Ild subscribed { before me Ihis \l~ day of _~,a:. 19~ ~ ,~, '''.:;.....a J, ':~l , . " Register c" 00' " " :> It; ~ .1:!. " " '- ~). ",/, , ; . " ". '. " . t ~. , .' No. jJ-ql.iJ -305- Estate of E1, T ZAUETH ,J. IlEACH I,EY , Deceased DECREE OF PRODA TE AND GRANT OF LETTERS AND NOW JULY 19 19---2.?in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated AUGUST 3. 1993 described therein be admilled to probate and filed of record as the last will of ELIZABETH J. BEACIlLEY TES'I'AMEN'I'AIl'i and lellers are hereby granted to COMPANY ELLEN B. JENKTNS AND DAUPHIN DEPOSII....I:U\NJLLIillJST MAllY C. LEWIS (I \. <.::., l'-( .~') e),,-f) ; ; (' y~ :/,.01..1 R.gl,n.~ .or Will. /\j'-~'1-l ( : (I( I ' \J.:,l L't. Ctzg-I.D./I07240 A TIORNEY (Sup. CI. i,D. No.) '. Rhonds, Rhonds & Sinon 0)( 1]46, Hnrrisburg, PA ADDRESS FEES P b l E S 235.00 ro ate, ellers, tc.......... Short Certificates(l ~ .. . .. .. ... S 45. 00 'R'elilih'iltanon ................ S 39 . 00 JCP S 5 . 00 TOTAl_ S 324 .00 Filed . .IU!..Y. J 9.~ .199.6............... \ /~'. Heury 1'. o. 17108-1146 (717) 233-5731 PHONE CALLED BANK I I " I I I I ,II 1,,11' 1,1".1 11':1. lilt ,I' Thi~i~llltl'llil) 11,ltlilt 11l1"ltll.'II'<11 11111:1',1111,\'>11,,:;, "I'll ,1"oTlltll'dll'III,1 11'lllh,III',l '1.1 , . l.ol".lIlh'gj'ILII Tilt" tlll,i:1I1.11 ,I ! ~ JIll .111 ',\ III h, ".! '_~ II 'I,! ,., 'i, -'I,.H \ )!.J! 1\4,' .,.!, t 1111\ t h or I 't'l Ilf,lllt'lll tilllW WARNING: Ills IIlegnllo duplicale Ihis copy by pholoslnt or phologrnph. Nil "..,.~.~\1~Ql.p;;> . 1.-\'';'' -'-"+~\ Ji~~,/ .....1,;... ~.~\ If ~, ,'" . .f;) f:::),'.....-: \:;1- I L.J ,- 1-1-. ~ ~ ',' y'. ~,r' "!'.'. .,~/; , 'f-9lif~ \'l<....~.~:' .... EH1() ,j"'! ~~~I!l!!!.-' /J '-- 6?n?u /?~-1'WV'':'l''''~ 1....011(,,,,,,,,,, ? hrl.'1 tlll',I"ll11II.t!I,','IJlI ") L' ~ 0 -, ''I l uf)":i(}! ),J JUl O:J 19:16 1),lIl' Ll'i,," 2111 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH NAMlCWDlClOl""I'Q. "'--I_ ELi.ll/tJETH ,. AOI....Don>>rt J. 8EI/CHLEY .U I, F IW.'Il........" ~IAI. $lCUftlT'r hVUlIl" . /'15-.24' - 6'13'/ D"'EOf'OUl",~ 0..._1 .. JU1.Y I. 1996 8,/'M ............... - .... lJM)l"IlW' -1- CWIQf''''''H ,....."'0..,_, I1lJfJl.JSr.u; 19/1 IlftT""-'CIlCf'J "'" SIaloIOIfc..y.C__11 I10SPlllL ClJl.uml3;1/ ~ , CROSl;AoA05 I'A - '...ounko\lol[lI'.............,.....W'Ill_. ~DlOI.cJHICt...uGl..,...._ ...........,.,..__ ._0 ="10 COUNTY 01 OlRH (!Ufl/8f/WINli cm.I(W).::"OI' 0lNH UPPER. A~EtJ RENOiJll CENTE~ / Sll8l1CI/TF (ME N'lDlClOlHllvtAIN UI A.RWlD'OACUI ...0...181 OlC(Of:Hl"lllM:RlOH , I"-O.................r. UAIW1Al'WlJS.~ ....."-'...~ -....... M RR/EO -....... "..~............. (EWETII f. I3EI/CNUY tra."'- " PuI"SYLUIlfJIA 1'-'- ..s.......40-, ..'. '" bJORIfILf:: 0oll1 01 ClSI"OSlIION ......__....0 "-'.Pt,__, o ..JU~Y S, I?P' OArtMONN::1H1 -.-SUCH ClHSI ~ FS 01 35' ...........,~....._.......'-.lIIle'""IM<1f_... .lrdl. PIiA TlING- PI/ 17111 ,... 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OCCvtlM.e CN 11rIot, "'I'. w plte., weN. e."" c....'11 Moll Il.-....Ie......,.........................................,.,..........................,...................... AlGlSIIW'l SIlOJoWUAI AHOI<<AlMllI - 1..l:/:....'N I .. CWt...fD,.....,.,.U.,_1 .. ~ 4;600 '. .' ;1 i 'i LAST WILL AND TESTAMENT QI:: ELIZABETH J. BEACHLEY I, ELIZABETH J. BEACHLEY, of wormleysburg, Cumberland County, pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all wills and Codicils by me at any time previously made. ITEM I: All inheritance, estate and ( similar taxes becoming due by reason of my death, except any taxes relating to generation skipping transfers imposed under Chapter 13 of subtitle B of the Internal Revenue Code, as amended ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM VI of this Will as an expense and cost of administration of my estate; provided, however, that if any property held in any testamentary or inter vivos trust created by my husband, KENNETH G. BEACHLEY ("My Husband"), is includable in my estate for purposes of any Death Tax, then any Death Tax attributable to the inclusion of any such property in my estate for the purposes of that Death Tax shall be paid out of such property or by the recipients of such property; and, if such Death Taxes are nevertheless paid by my Executor, I direct my Page 1 of 14 pages ....-.-.,. \. Executor to obtain reimbursement or contribution for any such taxes paid by my Executor. Except to the extent above provided, my Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers of appointment shall be included in my estate and be governed by the provisions of this Will. ITEM III: I give and bequeath all of my "family antiques", pictures, china, silverware and objects of art to my issue living at the time of my death, in as nearly equal shares as they shall select under the supervision of my Executor; if there are any such "family antiques" that are not wanted by any of my said issue, then I suggest and hope, but not require, that my said issue will offer as gifts those unwanted items to other lineal descendants of the original owners thereof; provided, however, that My Husband shall have the right to use and possess said "family antiques", pictures, china, silverware and objects of art for as long as he shall live. My Husband shall not be required to give any bond, nor will he be liable for loss or damage thereto, nor will he be required to keep insurance on said "family antiques", pictures, china, silverware and objects of art, Page 2 of 14 pages nor will a Trustee be appointed to administer his life estate. When My Husband dies, all of his rights in the said "family antiques", pictures, china, silverware and objects of art shall cease and terminate. ITEM IV: I give and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, crystal, appliances, wearing apparel and all other like articles of household or personal use or adornment, not disposed of in the preceding portions of this Will, to My Husband, if he survives me. If My Husband does not survive me, I give such articles to my issue living at my death, in as nearly equal shares as they shall select under the supervision of my Executor. If any such articles cannot be fairly divided or distributed in kind in the opinion of my Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. The provisions of this ITEM IV shall not in any way affect or relate to the disposition of the "family antiques", pictures, china, silverware and objects of art in the above ITEM III. ITEM V: I hereby make the following pecuniary bequests: (a) I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000) to the COMMUNITY UNITED METHODIST CHURCH, Columbia Crossroads, Pennsylvania, of which church I was a member. Page 3 of 14 pages (b) I give and bequeath the sum of ONE THOUSAND FIVE HUNDRED DOLLARS ($1,500) to the BETHESDA MISSION, Harrisburg, Pennsylvania. (c) I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000) to BIBLIOTECAS, INC., Shaker Heights, Ohio. (d) I give and bequeath the sum of TWO THOUSAND DOLLARS ($2,000) to the TROY PUBLIC LIBRARY, Troy, Pennsylvania. (e) I give and bequeath the sum of TWO THOUSAND DOLLARS ($2,000) to the WEST SHORE PUBLIC LIBRARY, camp Hill, Pennsylvania. ITEM VI: I give, devise and bequeath to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held, administered and disposed of in accordance with this ITEM for the benefit of My Husband and my issue (herein referred to as the "Unified Credit Trust") an amount equal to the balance of the dollar amount not taxed in my estate due to the application to my estate of the unified credit against federal estate tax (the "Unified Credit"), after deducting therefrom the value, for federal estate tax purposes, of (a) assets included in my federal gross estate which pass or have passed other than under the terms of this will and which will utilize a portion of the Unified Credit, (b) any bequests under the preceding ITEMS III through V which will utilize a portion of the Unified Credit and (c) Page 4 of 14 pages adjusted taxable gifts not included in my federal gross estate but included in the computation of the tentative federal estate tax in my estate. My Trustee shall have, hold, manage, invest and reinvest the assets of the Unified credit Trust, collect the income and (a) If My Husband survives me, beginning at my death, my Trustee shall pay over the net income of the Unified credit Trust to My Husband during his lifetime, in installments not less frequently than quarterly. In addition, my Trustee shall pay to My Husband such amounts of the principal of such trust as, in the sole discretion of my Trustee, shall be necessary for the maintenance, support and medical and nursing care of My Husband, taking into consideration any other means readily available for such purposes. (b) Upon the death of the survivor of My Husband and me, my Trustee shall distribute the principal and any undistributed income of the Unified credit Trust to my issue then living, per stirpes: provided, however, that should any such issue be the issue of a deceased child of mine and shall not then have attained the age of twenty-seven years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate Page 5 of 14 pages trust estate in accordanco with ITEM VIII for the benefit of each such issue (the "Grandchild's Trust"). ITEM VII: I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this will, to my Husband, if he survives me. If My Husband does not survive me, I give and devise said residue to my issue then living, per stirpes; provided, however, that should any such issue be the issue of a deceased child of mine and shall not then have attained the age of twenty-seven years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM VIII for the benefit of each such issue (the "Grandchild's Trust"). ITEM VIII: My Trustee shall have, hold, manage, invest and reinvest the assets of each Grandchild's Trust, collect the income and (a) Until the beneficiary of the Grandchild's Trust (the "Grandchild") shall have attained the age of twenty-one years, my Trustee shall from time to time pay to or for the benefit of the Grandchild such amounts of the net income and principal of the Grandchild's Trust as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including Page 6 of 14 pages college and graduate education, taking into consideration any other means readily available for such purposes. At the end of each year any unexpended income shall be added to the principal of the Grandchild's Trust. (b) After the Grandchild shall have attained the age of twenty-one years, my Trustee shall thereafter pay to the Grandchild the net income derived from the Grandchild's Trust in installments not less frequently than quarterly and such amounts of the principal as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. (c) After the Grandchild shall have attained the age of twenty-seven years, my Trustee shall distribute the remaining principal and any undistributed income of the Grandchild's Trust outright to the Grandchild. If the Grandchild shall have died before attaining that age, my Trustee shall distribute the then remaining principal and any undistributed income to the issue then living of the parent of the Grandchild who was a child of mine, per stirpes, or, if such parent shall have no issue then living, to my issue then living, per stirpes: Page 7 of 14 pages provided, however, in either event, if any such issue is then a beneficiary of a Grandchild's Trust hereunder, the share of such issue shall be added to the principal of such Grandchild's Trust as if an integral part thereof, to be held, administered and disposed of in accordance with the terms thereof. ITEM IX: Nothing herein is intended to, nor shall it be construed to, postpone the vesting of any part of the assets of any separate trust estate hereunder for more than twenty-one years after the death of the survivor of me, My Husband and my issue living at the time of my death. At the expiration of such period the assets of the separate trust estates hereunder shall immediately vest in fee simple absolute in and be distributable outright to the person or persons then entitled to receive the income therefrom, whether in my Trustee's discretion or otherwise. ITEM X: No interest in income or principal of my estate or any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's actual receipt thereof. My Executor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be Page 8 of 14 pages specifically provided herein), pledging or assignment by any beneficiary of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ITEM XI: Any person other than My Husband, who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. If My Husband and I shall have died at the same time or under such circumstances that it is difficult or impossible to determine who shall have died first, My Husband shall be deemed to have survived me. Any person other than me who shall have died at the same time as any then beneficiary of income of my estate or a trust created hereunder or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. ITEM XII: In the settlement of my estate and during the continuance of any trust created hereunder, my Executor and my Trustee shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor or Trustee may deem it advisable to my estate or trust so to do, including stock in the corporate Executor or corporate Trustee or its holding company. Page 9 of 14 pages (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property as my Executor or Trustee shall deem wise, without being restricted to so called "legal investments." (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this will. (e) To mortgage real estate and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor or Trustee, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes. Page 10 of 14 pages (g) From the same source as from which Death Taxos are to be paid in accordance with ITEM I, to pay all costs, Death Taxes or other taxes, expenses and charges in connection with the administration of my estate or trust, and my Executor shall pay the expenses of my last illness and funeral expenses. (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate or trust. (j) To assign to and hold in my estate or trust an undivided portion of any asset. (k) To hold investments in the name of a nominee. (1) To compromise controversies. ITEM XIII: In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction. (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valua- tion date. ITEM XIV: If at any time any minor shall be entitled to receive any assets free of trust by reason of my death, whether payable hereunder, by operation of law or Page 11 of 14 pages otherwise, I appoint my daughter, ELLEN B. JENKINS, as Guardian of such assets authorized by law payable to such minor; or, if for any reason my daughter, Ellen B. Jenkins, should fail or cease to act, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY as such Guardian. The Guardian may receive, administer and shall have full authority to use such assets, both principal and income, in any manner the Guardian shall deem advisable for the best interests of the minor, including college, university, graduate or other education, without securing a court order. The Guardian shall have all the rights and privileges in its capacity as Guardian as are herein granted to my Executor and Trustee as to my estate and any trusts created hereunder. ITEM XV: If there should be established by My Husband, either in his Last will and Testament or by inter vivos Deed or Agreement, trusts similar to the trusts herein established for the benefit of my issue, my Trustee herein shall have the right and power to merge trusts herein established with similar trusts for the same beneficiaries established by My Husband and to operate each of the merged trusts as a single trust. ITEM XVI: I hereby appoint my daughter, ELLEN B. JENKINS, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY as Co-Executors of this will. If for any reason my daughter, Ellen B. Jenkins, should fail or cease to act, Dauphin Deposit Bank and Trust Company shall act or continue to act with all the powers Page 12 of 14 pages \ granted to the two of them. All references in this Will to my "Executor" shall refer to my originally named co-Executors or to my sole successor Executor, as the case may be. ITEM XVII: I hereby appoint my daughter, ELLEN B. JENKINS, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY as co-Trustees of any trust created hereunder. If for any reason my daughter, Ellen B. Jenkins, should fail or cease to act, Dauphin Deposit Bank and Trust Company shall act or continue to act with all of the powers granted to the two of them. So long as Ellen B. Jenkins is Co-Trustee, she shall not participate in any discretionary determination of the Trustee to distribute principal or income of such trust to or for the benefit of her issue. All references in this Will to my "Trustee" shall refer to my originally named Co-Trustees or to my sole successor Trustee, as the case may be. ITEM XVIII: Any Guardian, Executor or Trustee shall qualify and serve without the duty or obligation of filing any bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. I direct that the law firm of Rhoads & Sinon shall be employed as the attorneys for my estate. Page 13 of 14 pages c.:J~lrI'lFICATION OF NOTICE UNIlER RULE 5.6(a) NIIIIIl' Ill' Ik('('cl('III: ElJ!Jlh('lh.1. 1I('achl('y. d('('('as('(1 \)lIh' Ill' 1l('lIlh: ___,lub:J.J9'Ht Will Nil. _1!l9..(,:""~~ Admin. Nil. Tllllu' Ih'l:lsI("': I ('crlll'y Ihal nllllcc Ill' hcnclicial inlcrcst rCCJuircd hy Rulc 5.6(a) 01' thc ()l'l'hlllls' COUl't Rulcs was sCJ'\'cd on or mailcd tll thc followin~ hcir of thc llhovc-captioncd I'stlllc IIn SCl'tl'mhcl' 17. 1')%. ~ Kcullclh G. IIcachlcy EllclI .Jcnklns Michael C. IIcachlcy ClIl'olyu II. McWilliams Community Uuitcd Mcthodist Church c/o Rcv. Ilouald Rllffcuspcr~cr IIcthcsdll Mission c/ollryau Ycsilonis, Excc. I>ircctol' nihliotccas, Inc. c/o Carol)'n II. McWiIIilllns Troy I'uhlic Lihmry n/k/a Allcn F. I'icrcc Frcc Lihrar)' clo Carolc IlcLauro, Board I'rcsidcnt Wcst Shorc I'ublic Libl'llry 1l1ll1llhin Dcposit Bank and Trust Co. c/o Ruth Ann McMillan Addrcss 411 South Tcrmcc, Wormlcyshur~, I'A 17043 100 Grccnbriar Lanc, Ilillsburg, I'A 17019 6048 Hcckcrt Road, Box 331, Bakcrstown,l'A 15007 3764 Glcnwood Road, Clcvcland Hcights, OH 44121 Rural Routc 3, Box 457, Troy, PA 16947 611 Rcily Strcct, 1'.0. Box 3041, Harrisburg, PA 17105 3764 Glcnwood Road, Clcvcland Hcights, OH 44121 115 Ccntcr Strcct, Troy, PA 16947 30 North 31st Strcct, Camp Hill, I'A 17011 1'.0. Box 2961, Harrishurg,l'A 17101 Notlcc has no\\' bccn givcn to all pcrsons cntitlcd thcrcto undcr Rulc 5.6(a) cxccpt No cxcclltions Ilatc: 9-/7.9(0 KK555 ~o~/ Sigm turc - Nalllc Hcnrv W. Rhoads. ESQ.. Rhoads & Sinon LLP Addrcss Onc S. Markct SQuarc. 1'.0. nox 1146 Harrisburl!.I'A 17108-1146 Tclcphonc (717) 233-5731 Capacit),: _ I'crsonal Rcprcscntativc X Counsel for pcrsonal rcprcscntativc in equal shares the remaining assets of the Trust, if they survive Mr. Beachley; and WHEREAS, Mr. Beachley died on November 25, 2002; and WHEREAS, Decedent's Children and the Co-Trustees desire to have the remaining assets of the Trust, as shown on the statements attached hereto as Exhibit "A", with adjustment for fees of Rhoads & Sinon LLP, in the amount of Two Thousand Dollars ($2,000.00) and fifty dollars ($50.00) reserve for filing expenses, distributed to Decedent's Children and have the Trust terminated without the expense, delay and formality of a court accounting. NOW THEREFORE: 1. Decedent's Children, Ellen B. Jenkins, Carolyn B. McWilliams and Michael C. Beachley, acknowledge receipt from the Co- Trustees of the distribution required under Article VI(b) the Decedent's Will, as shown on the statements attached hereto as Exhibit "A", with adjustments as stated above, in full and complete satisfaction of the interest of Decedent's Children under the Trust. 3. The undersigned waive the preparation, filing and auditing of a formal accounting of the Trust by any Court. 4. The undersigned absolutely and irrevocably release the Co-Trustees from filing any Account, Petition for Distribution or other documents with the Court of Common Pleas of cumberland County, pennsylvania, or in any other jurisdiction in connection with the Trust. 5. The undersigned absolutely and irrevocably release, remise, quitclaim and forever discharge the Co-Trustees, their - 2 - ot predecessors, successors, heirs and assigns, of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason of their actions as Co-Trustees, or any other account, i, 1 1.'" I I I t i \ \ \ matter, cause or thing whatsoever relating to the Trust. IN WITNESS WHEREOP, the undersigned, intending to be legally bound, has executed this instrument this ,:2Lci day of ,tJl:lk!e /./ 2003. and CAROLYN B. McWILLIAMS MICHAEL C. BEACHLEY - 3 - . . predecessors, successors, heirs and assigns, of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason of their actions as Co-Trustees, or any other account, matter, cause or thing whatsoever relating to the Trust. IN WITNESS WHBREOF, the undersigned, intending to be legally bound, has executed this instrument this day of 2003. WITNESS ELLEN B. JENKINS, individually and as Co-Trustee ,r J ~ I . ,,'~. - . ~i'4~dJ.lri~ '~/7t~ CAROL~_. cWILLI MICHAEL C. BEACHLEY - 3 - predecessors, successors, heirs and assigns, of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason of their actions as Co-Trustees, or any other account, matter, cause or thing whatsoever relating to the Trust. bound, has IN WITNESS WHEREOF, the undersigned, intending ., C, t' executed this instrument this ~ I -- day of to be legally . /4l<... ,,-,--L 2003. WITNESS ELLEN B. JENKINS, individually and as Co-Trustee CAROLYN B, McWILLIAMS q,,,~ ;L"L YI t.:L ~ MICHAEL C, BEACHLEY - 3 - COMMONWEALTH OF PENNSYLVANIA \':\\ \ ('~'\ "\ SS: COUNTY OF On this, the .:2 I ~.:c- day of yvL(~( 2003, before me, a Notary Public, the undersigned officer, personally appeared MICHAEL C. BEACHLEY, individually, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 0.. My Commission - Expires: Notartaj SGaI , RoHn A. D<>Annn!o. NO'.:llY Fubl,c p;~lI~h. I,Ti~g',I':n1 C~t:ntY (SEAL) Mycnrr.'n;,don EXf"rosJil1l". 2ntJ.l M~~,-,:~:r. Ptl:1fIW:V'I'i] ^<:!,'X1SI1Jfl 0' '1~la'lOS \ Register of Wills of County, Pennsylvania CC:iBER~:lD INVENTORY Estatool Ellzabeth J Beachlev No 2l9~-056S also known as 00'001 Dooln 07;01/1996 ,Oecoasod SOCIal SecurllV No 195 - 2 8 - 09 31 Ruch Ann McMillen. Personal ReptBSentatIVe(s) or the above EstalB. deceased, venfy lhallhe l1ems appeanng In the lolloWlng Invenlory Includo all at the pefSonaJ assets wherever srtuate and all ollhe real estate in the Convronwealth at Pennsytvanla 01 SAId Occedont. that tho valuano" placed oppOSl18 each Item 01 said Inventory represents Its llU' value as at the dale 01 tho Decadenr, death. and that Decodenl owned no roal estate outside 01 the Commonwealth 01 Pennsytvanla Ollcept thai whIch appears In a memorandum litho end 01 thiS Inventory. I !Wo venty that tho statements made In lhls I"lientery aro true and GanOd. INle understand thollaJse slatemonts honun are made subject 10 tho penalties 0118 Pa. C,S. Secoon 4904 relabng 10 unsworn fa!srticaoon to authonbos. Porsona! Represontabv,e Nama ot Anornoy: Henry W. Rhoads, Esquire Rhoads [, Sinon , " Signaturo: --. / 1/ fl (,: I . ' " 'I~':... R~ Ann ~Millen Signaturo: . ,j) A //J 'c){; ,(.J: vr-" ~ ,/J'T. Addr...: 213 Market Screet 1,0. No.: 07240 Addro..: One South Market Squire Harrisbur~. PA 17108.1146 Tolephona: 717 /233 - 5731 Harrisbur~. PA 17101 ToIophono: 717/255-2109 Oalod: D89Cl1pl1on Valuo (See continuation page(s) atcached) (Anach addl1lonal .noets 11 nocos.aryl TOlal: 213.443.31 NOTE: The Memorlndum 01 real estltO outslde the Corrmonwealth ot Pennsytvanll may, at the elOC11On ot 1he p8t'sonal representaINe. include the value 01 each 118m. but such ngures should not be extended into the total 01 the Inventory, PupI'ld by IPII Plnnsylvlnll e&, ",lIoo&l.on Copy,,;"I!(1 ,,,. to'''' soUwar. only CPSyll''''', Inc, Fa,,,, .RW-711nJI Escate of: Date of Deach: County: E11:abeth J. Beachley 07/01/1996 Cumberland STOCKS/CLOSELY HELD: ............................. 104.00 shares Beachley Farm Corp. BONDS: $10,000 Cumberland Valley School Discrict Bonds Series A 6.8\ due 09/01/2010 Accrued Interest $10,000 Derry Township Bonds 6.8\ due 06/01/2011 $10,000 Greencastle-Antrim School District Bond 6.5\ due 09/01/97 Accrued Interest $5,000 Government National Mortgage Assn. Remic Series 1994-5 Class GA 8\ due 01/16/2023 $10,000 Lancaster County Bonds Second Series 6.125\ due 11/01/2012-99 Accrued Interest $10,000 Lower Swatara Township Municipal Authority Sewer Revenue Bond FGIC Series 1986 6.8\ due 12/01/96 Accrued Interest $10,000 Northampton County Higher Education Authority Revenue Bond 6.9' due 09/01/2009-97 Accrued Interest $10,000 Oakmont Boro Bond MBIA 6.75' due 10/01/98 Accrued Interest -2- 19,912.45 .................. 19,912.45 10,051.90 226.67 10,000.00 10,308.10 216.67 5,000.00 10,262.65 102.08 10,129.90 56.67 10,350.00 230.00 10,530.20 168.75 ESC.1ce of: Date of Death: County: Ell:abeth J, Keachley 07/01/1996 Cumbe rland $10,200 Pennsytv.lnla Housing 10.200.00 Financial Agency Bonds Single Family Morcgage Series R 7.4\ due 04/01/2000.97 Accrued Interest 185.00 $12.517.97 FH~~C Remic Series 10.515.10 1964 Class Q 6.5\ due 12/05/2023 (Original Face $13.000) Accrued Interesc 404.90 $5,000 Dauphin County Hospital 5.110.80 Authority Revenue Bond General Osteopathic Hospital 6.7\ due 06/01/97 Accrued Interest 27.92 $5,000 PA State Higher 5,140.53 Education Facs. Authority Revenue Bonds Messiah College First Series MBIA 6.15\ due 10/01/97 Accrued Interest 76.88 109.294.72 ..............----.... TOTAL RECEIPTS OF PRINCIPAL............... 213,443.31 .3. ITEM NO. Page of SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (11 Ca.h. R.part 10101 only. (2) Stock.: li.1 in d.lail ...ry common or pro/.rr.d certifical., warrant or olher righll found in box. Slack. oro 10 b. d..ignot.d by nom. of company. certificOI. number, dolO of certilical., nom. in which .Iock i. rogiller.d. and number of .haro. and cloll of .Iock. (3) Obllgallon. 0/ U. S. Governm.nl. Number of iI.m.. dol. of illU', fac. .alut, -om.. in which r.gi'l.rod and Iyp. of own."hip. i..., joinlly h"ld. payabl. on d.alh. .Ic. . (4) Banda: O.signal. by nom.. amavnl. serial numb.r, or olh.r d.signalian. IB.ar.r Bonds) (51 Bank and Saving. and Loan Paubooks: 5101. nom. 0/ d.posilar, numb.r of book. lost dol. opp.oring in book, nom. 0/ bank and branch, and bolanc.. ' (6) Jlwllry, Coin., Stamp., ManulCrlph, Ilc. lisl and d.scrib. os /ully as pOllibl.. (7) O..d., Mortgagl', Curr.nlln.urancl Pollcl.. or olher Ivld.ncl. 0/ ind.bl.dnlu: lisl and d.scrib. os fully. OJ pOllibl.. (8) All olher conllnl.. I ITEM DESCRIPTION Certificate of Title for 1991 Buick - <1' p' .~ .. <'I ~ 'D C1 ci r.: r" ',.:) :s I Clrtlfy under. penalty of-perjury' I_ha' the,a.bove rocord i. corrlct and comple'e 10 Ihe be.' of my' knowlldge and blnlf. ," .' , ' , ' .. . ~. . ' ';' .' ' . .. .. . .: ~, Sltn_ Date Ruth Ann HcHillen, Assistant Vice President/Trust Officer Print Name and mt. . . NOTE: AHach additional S'/' H x 11 H sheetl'l :f necessary or USll duplicates of this page of form. co .... >> M .. .... ... M I .. .c co 'f u M > nl I ~ "' W '" :z: '" '" ~ .... i .c ... z .. 0 .c ;: nl "', U N =1 z ..... :> M :f, ~ w ~I z 0 >-, u 1::1 ~ "' "' :> 0 ~ U ~ .. .. ~ '" 0 :f '" :> ~ :> .. ~ ~ z .. .. .. ., 8 0 ~ .. '" 0: ~ ~ '" III Q)oo ZClI: 00 all- -z IIlUl lll::> Uz 0_ ... 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Real ESlale (Schedule A) 2. Slocks and Bonds (Schedule B) 3. Closely Held SlocklPannership Interost(Schedule C) 4. Mortgages and NOlas Rece:vable (Schedule C) 5. Cash. Bank Oeposlts & MIscellaneous Personal Proporty (5ch. 6. Jointly Owned Property (Schadule F) 7. Translers (Schedule G) (Schedule L) B. Total Gross Assets (Iotal Unos 1-7) 9. Funeral Expenses. AdminIstrative Costs, Misccllanoous Expenses (Schedule H) 10. Oebls, Mongage Uabilrnes. Uens (Schedule I) 11. Total Ceducnons (Iolal Un"" 9 & 10) 12. Net Value 01 Estale (Une B mnus Une 11) 13. Charl1able and Governmental Bequests (Schedule J) 14. Net Value Subecllo Tax (Une 12 mnus Une 13) 15. Spousal Transre.. (lor dar.. 01 death aher 6-30-94) 500 Instructions tor Applicable Percentage on page 2. (Include valuaslrom Schedule K er Schedule M,) 16. Amount of Uno 141axable .11 frk rate (Include values irom Schedule K or Schedule M,) 17. Amount 01 Uno 14 laxable aI1511/. rale (Include velues irom Schedule K or Schedule M,) 18. Princrpalrax dua (Add rax irom Uno 15. 16 and 17,) 19. CredltslSp Poverty Prior Payments Orscounl 0.00- 6.365.00 - 335.00 20. It Uno 19 is grealer lhan Uno 18. entor the difference on Uno 20. ThIS is tho OVERPAYMENT. ~ 0 I Chock he.. II you a.. requesUng a rehJnd 01 your overpaymentl 21. It Uno 18 is grealer than Uno 19, ontor tho drfforonco on Uno 21. ThIS IS tho TAX DUE. A. Enler the interest on tho balanco duo on Uno 21A. O. Enter the lotal 01 Une 21 end 21A on Une 218, ThIS IS Ihe OALANCE DUE. Make Check Pa ablolo: Rister 01 Wills. A enl . . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MAlll .. .. ';:\lVn~WI oll. ~u .:1 I'. ~~'j'lJA~'A U(PAIlTvr~T :1' Ilf'Jf "tl...l CI PT ;A.:tlll. ,.AflIllSOu Itl.. ilA ., 'lI.'JlhJ' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WillS ,:nu'.T'<' c:':nr 21')(,-0'j(,1 'ffAIl "o1,')lH~ o E C E D E N T OI::C[O[-"" -.AVlllAjT, '11l'iT, A~(J ',.41[)[)L[ 1~1"ALI Beachlev. Eli~.lbeth .J, 0[':[0[-".'1 ~CVfll [T[ AOO~( 'j') 1,8 South Terr.1Ct! t.1orrnleY~ibuq~. PA 11!)'.J AMa~NT 11(:::[ \/'E:J;'j[( .-'STRUC.'C"j'iJ 57.916,37 Remainder Relurn (lor date9 01 death pnor 10 12-13-B21 Fedoral ESlale Tax Return Required Total Number 01 Sale Deposlt Bo)Ces and Trust Company (8) 21B.009.50 DAft)r :J(AT.. 07/01/1996 CA~r.;r !JlnT.. 'iOCJAI. 'if : 'J II! rY "ot,VIlER 195-28-0937 08/25/1911 (11) (12) (13) (14) 40,156.32 177.853.18 7.500.00 170.353.18 C<I"IIh Cumber land Beachlev. Kenneth G. X 1: Orlgmal Return 4. Umled ESlale (15) 57,916.37 X Q!..' 6,746.21 SlGN~~E!?F PERS~'RE~PONSIl}LE FOR FILING RETURN { r'.Ci.lC (.'Jtc .t.1I.: ,~~, . , / '/' , . I' , " ( .. '/ t I " ; l I,' I SIGNA URE OF PREPARER OTHER THAN REPRESENTATivE CapyngPlt I') ,gU fal," 1011....1'. ant.,. CPSyIU'"I. In,. 0.00 (16) 112.436.81 X ,06 , 0.00 (17) 0.00 X ,15. (18) 6.746.21 (IF APPl: CAOL E: 5UflVIVI~r. 'iPClJSE'S ~A~[ ILAS T,~'R'j T A~O V1COl.E l~jTIAll 'iGCIAI. 'i(C.URITV ~U~O E R 210-26-7727 2. Supplemenlal Return 4a. Future Intorest Compromise (fol datos at doath after 12-12-B2) U] 6. Decoden! ClOd Testalo D 7. Decedont Mamtamed a lIvmg Trusl (Anach copy 01 Will) IAnach a co~y 01 Trusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 05. 1 8. NAME Ruth Ann McMillen TELEPHONE NUMBER COMPLETE VA1LINuAOORESS (19) (20) 6.700.00 0.00 Dauphin Deposit Bank 213 Market Street Harrisbur PA 17101 (T) None (2) 184.258.18 (3) 19.912.45 (4) None E) (5) 9 , 272 . 68 (6) 4.566.19 (n None R E C A P I T U L A T I o N (9) 39,264.32 (21) (21A) (210) 46.21 0.00 46.21 (10) 892.00 UnCl.rp.nlltlU at P''lU'y, I cr.,!.".'''III.,..... Ulm,n.er tPlll '.'ur". ,nC1uCl,nglcca"'Plnr,ng It.,.CluJU InClIIII./ft.nlJ.I"CI to tnl tlul 01 "".,. U~O....IIClgll"CI tll"I',.t '1Ihll. carrlct Ind compl"I, I d.tll,.lnll III 'Ill UlllI ".. bU" repa'T.d" Tru. mlnll ~,IU', O.clarallon of pralll'" ot"., l"ln t"'ll.rlonll "Il'U."III,v' 'I bUill 0" III ,n'Olmltlon at ...,tuc"prap.ra'''u."ylo."O......dg.. Ruth Ann Mc!1i11en/El1en B. .Jenklns, Co-Execs. 213 Market Street H:'-rri~-b;;i: -:- PA" U~oi"" - -- - - - -. - - - - - - - - - - - - -.- Dauphin Deposit Ba:1k and Trust Company 213 Market Street it:irri~-b;;r~-: - PA - -i 'iioi"- -... - _..H - - - - - - -.... -. -- T A X C o M P U T A T I o N Interesl QATE I::,. /1/ OAT[ Fa''"llS00 (Rh, '-')4, .,...u II_ .soUl * SAFE DEPOSIT BOX INVENTORY CC_.:..w...,flillJ''''''''...."U...I.. J.hlh.,,,,, ~"f"''''lof '1lt1Ol""UiIC1 '.... """"'0101 "On ~"I(I 10' nzt ...UtUu'G .. "dJ Ulr PleaM Print or Type 'OUST I! ~::"'\fT!O \Y U'.U!",unv! 0' ""'A"'CIAL ,"'SnTuno", WMU! SA/! O!PCSIT lOX 'I LOCAT!D AND UT\JI"'!D 10 Aac,! ADD IUS COUNTY COOl /lU NUMI" SOCIAL SKUlm 01 DIAIH amPlCATI NUMI.. 19';-28-0917 LAiT "'~l. ..ICCU) Bt!.lC It!'J (~ ~t1 ADDIUS 0' DKIDINT ,ITlI!Y1 1ClY"l 48 Souch Terrace Wormlevsbur NAMI AND ADDIUS OP '''ION llOUIST1NG TlU OPINING 0' TIll SA" DIPOlIT aox \H"""'1l 7/1/96 I~TIoTfI II" C:Oll I~TlnT ACCIUS) tOTI'I IlIMf) ClJ'CODf) NAMI. ADDIUI AND UlJ<TIONINI' lIP ANYI TO DICID!H1. OP 'UIONIII '11500 AT TNI aox OPINING e. \""AMIl lIlLAnCNSHI" Kenneth Beachley Husband I~TllfT "DCIUSI IOTYl 48 South Terrace Wormleysburg It. 1"".......11 (ULAnONSHI" Ellen B. Jenkins Dau~hcer I~Tle!T "CCIUS) (OT"!") 100 Greenbriar Lane Dillsbur~ c.. IN......a tllLAnCNSHI" Ruch Ann ~c~illen. Assistant Vice Presiden~ and Trust Officer Dauphin IlnlCl' ADDlISS! 101"11 213 Markec Screec Harrisbur NAMI AND ADDIUS OP P1NANClAL INST1TUT10N WHUITIlISAR OlPOIlT aox IS LOCATtTl \N.......el Dauphin Deposit Bank and Trust COmpany (STUff "DCI(3) 213 Markec Street I NAMI OP PIRSON MAKING LAST IHTlIY IllAlf) I~' CeDf) PA 17043 ISlAlf) ID' ceOf) PA 17019 Deposit Bank & T us ISIATf) II" CODIl PA 17101 IC1"l1 Harrisburg DATI AND TlMI OP LAST INTIY IlIAItl PA I~' CODf) 17101 2 6 76 2 6 HAMI AND ADDIISS OP 'USONISI HAVING ACass TO aox .. (H.......n mu UNDI. WNICIl aox IS IIGISTIlID Kenneth Beachlev or Elizabeth Beachle ... IN"""f1 ISTurr IoCCIIU) ISTlUT "CQIlUl 101"11 ISIAItl IZI' ceOIl 1"1"11 IlIAItl 1~'COOf) HAMI AND TTTT.I OP IMPLOYl TAIONO TIlIIHVIHTOIY Ruth Ann McMillen, Assistanc Vice Presidenc and Trusc Officer WAJ. A WILl. IN TIll lOX? C:YIS ltHO ~,.... c. 0... H willi II. 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BEACHLEY I, ELIZABETH J. BEACHLEY, of Wormleysburg, cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. ITEM I: All inheritance, estate and similar taxes becoming due by reason of my death, except any taxes relating to generation skipping transfers imposed under Chapter 13 of Subtitle B of the Internal Revenue Code, as amended ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM VI of this will as an expense and cost of administration of my estate; provided, however, that if any property held in any testamentary or inter vivos trust created by my husband, KENNETH G. BEACHLEY ("My Husband"), is includable in my estate for purposes of any Death Tax, then any Death Tax attributable to the inclusion of any such property in my estate for the purposes of that Death Tax shall be paid out of such property or by the recipients of such property; and, if such Death Taxes are nevertheless paid by my Executor, I direct my Page 1 of 14 pages Executor to obtain reimbursement or contribution for any such taxes paid by my Executor. Except to the extent above provided, my Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers of appointment shall be included in my estate and be governed by the provisions of this will. ITEM III: I give and bequeath all of my "family antiques", pictures, china, silverware and objects of art to my issue living at the time of my death, in as nearly equal shares as they shall select under the supervision of my Executor; if there are any such "family antiques" that are not wanted by any of my said issue, then I suggest and hope, but not require, that my said issue will offer as gifts those unwanted items to other lineal descendants of the original owners thereof; provided, however, that My Husband shall have the right to use and possess said "family antiques", pictures, china, silverware and objects of art for as long as he shall live. My Husband shall not be required to give any bond, nor will he be liable for loss or damage thereto, nor will he be required to keep insurance on said "family antiques", pictures, china, silverware and objects of art, Page 2 of 14 pages ''J.J.~~ nor will a Trustee be appointed to administer his life estate. When My Husband dies, all of his rights in the said "family antiques", pictures, china, sil ver.....are and objects of art shall cease and terminate. ITEM IV: I give and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, crystal, appliances, wearing apparel and all other like ar.ticles of household or personal use or adornment, not disposed of in the preceding portions of this Will, to My Husband, if he survives me. If My Husband does not survive me, I give such articles to my issue living at my death, in as nearly equal shares as they shall select under the supervision of my Executor. If any such articles cannot be fairly divided or distributed in kind in the opinion of my Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. The provisions of this ITEM IV shall not in any way affect or relate to the disposition of the "family antiques", pictures, china, silverware and objects of art in the above ITEM III. ITEM V: I hereby make the following pecuniary bequests: (a) I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000) to the COMMUNITY UNITED METHODIST CHURCH, columbia crossroads, pennsylvania, of which church I was a member. Page 3 of 14 pages (b) I give and bequeath the sum of ONE THOUSAND FIVE HUNDRED DOLLARS ($1,500) to the BETHESDA MISSION, Harrisburg, Pennsylvania. (c) I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000) to BIBLIOTECAS, INC., Shaker Heights, ohio. (d) I give and bequeath the sum of TWO THOUSAND DOLLARS ($2,000) to the TROY PUBLIC LIBRARY, Troy, pennsylvania. (e) I give and bequeath the sum of TWO THOUSAND DOLLARS ($2,000) to the WEST SHORE PUBLIC LIBRARY, Camp Hill, Pennsylvania. ITEM VI: I give, devise and bequeath to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held, administered and disposed of in accordance with this ITEM for the benefit of My Husband and my issue (herein referred to as the "Unified credit Trust") an amount equal to the balance of the dollar amount not taxed in my estate due to the application to my estate of the unified credit against federal estate tax (the "Unified Credit"), after deducting therefrom the value, for federal estate tax purposes, of (a) assets included in my federal gross estate which pass or have passed other than under the terms of this will and which will utilize a portion of the Unified Credit, (b) any bequests under the preceding ITEMS III through V which will utilize a portion of the Unified Credit and (c) Page 4 of 14 pages adjusted taxable gifts not included in my federal gross estate but included in the computation of the tentative federal estate tax in my estate. My Trustee shall have, hold, manage, invest and reinvest the assets of the Unified Credit Trust, collect the income and (al If My Husband survives me, beginning at my death, my Trustee shall pay over the net income of the Unified Credit Trust to My Husband during his lifetime, in installments not less frequently than quarterly. In addition, my Trustee shall pay to My Husband such amounts of the principal of such trust as, in the sole discretion of my Trustee, shall be necessary for the maintenance, support and medical and nursing care of My Husband, taking into consideration any other means readily available for such purposes. (b) Upon the death of the survivor of My Husband and me, my Trustee shall distribute the principal and any undistributed income of the Unified Credit Trust to my issue then living, per stirpes; provided, however, that should any such issue be the issue of a deceased child of mine and shall not then have attained the age of twenty-seven years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate Page 5 of 14 pages trust estate in accordance with ITEM VIII for the benefit of each such issue (the "Grandchild's Trust"). ITEM VII: I give, devise and bequeath all of the rest, residue and remainder of my property, real. personal and mixed, not disposed of in the preceding portions of this Will. to my Husband, if he survives me. If My Husband does not survive me, I give and devise said residue to my issue then living, per stirpes: provided. however, that should any such issue be the issue of a deceased child of mine and shall not then have attained the age of twenty-seven years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM VIII for the benefit of each such issue (the "Grandchild's Trust"). ITEM VIII: My Trustee shall have, hold, manage, invest and reinvest the assets of each Grandchild's Trust, collect the income and (a) Until the beneficiary of the Grandchild's Trust (the "Grandchild") shall have attained the age of twenty-one years, my Trustee shall from time to time pay to or for the benefit of the Grandchild such amounts of the net income and principal of the Grandchild's Trust as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including t . page 6 of 14 pages college and graduate education, taking into consideration any other means readily available for such purposes. At the end of each year any unexpended income shall be added to the principal of the Grandchild's Trust. (bl After the Grandchild shall have attained the age of twenty-one years, my Trustee shall thereafter pay to the Grandchild the net income derived from the Grandchild's Trust in installments not less frequently than quarterly and such amounts of the principal as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. (cl After the Grandchild shall have attained the age of twenty-seven years, my Trustee shall distribute the remaining principal and any undistributed income of the Grandchild's Trust outright to the Grandchild. If the Grandchild shall have died before attaining that age, my Trustee shall distribute the then remaining principal and any undistributed income to the issue then living of the parent of the Grandchild who was a child of mine, per stirpes, or, if such parent shall have no issue then living, to my issue then living, per stirpes; Page 7 of 14 pages .. .:... lL... '"',. . ~_...- ~ .---....... provided, however, in either event, if any such issue is then a beneficiary of a Grandchild's Trust hereunder, the share of such issue shall be added to the principal of such Grandchild's Trust as if an integral part thereof, to be held, administered and disposed of in accordance with the terms thereof. ~TEM IX: Nothing herein is intended to, nor shall it be construed to, postpone the vesting of any part of the assets of any separate trust estate hereunder for more than twenty-one years after the death of the survivor of me, My Husband and my issue living at the time of my death. At the expiration of such period the assets of the separate trust estates hereunder shall immediately vest in fee simple absolute in and be distributable outright to the person or persons then entitled to receive the income therefrom, whether in my Trustee's discretion or otherwise. ITEM X: No interest in income or principal of my estate or any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's actual receipt thereof. My Executor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be Page 8 of 14 pages . ...~ '_'. ~.... _.... Lw.. ~....~ ~ ... ~-.. specifically provided herein). pledging or assignment by any beneficiary of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ITEM XI: Any person other than My Husband, who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. If My Husband and I shall have died at the same time or under such circumstances that it is difficult or impossible to determine who shall have died first, My Husband shall be deemed to have survived me. Any person other than me who shall have died at the same time as any then beneficiary of income of my estate or a trust created hereunder or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. ITEM XII: In the settlement of my estate and during the continuance of any trust created hereunder, my Executor and my Trustee shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor or Trustee may deem it advisable to my estate or trust so to do, including stock in the corporate Executor or corporate Trustee or its holding company. Page 9 of 14 pages (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds~ . stocks, notes, real estate mortgages or other securltles or in such other real or personal property as my Executor or Trustee shall deem wise, without being restricted to so called "legal investments." (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this Will. (e) To mortgage real estate and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor or Trustee, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes. Page 10 of 14 pages (g) From the same source as from which Death Taxes are to be paid in accordance with ITEM I, to pay all costs, Death Taxes or other taxes, expenses and charges in connection with the administration of my estate or trust, and my Executor shall pay the expenses of my last illness and funeral expenses. (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate or trust. (j) To assign to and hold in my estate or trust an undivided portion of any asset. (k) To hold investments in the name of a nominee. (1) To compromise controversies. ITEM XIII: In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction. (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate reSUlting from my Executor's decision made in good faith to use a particular valua- tion date. ITEM XIV: If at any time any minor shall be entitled to receive any assets free of trust by reason of my death, whether payable hereunder, by operation of law or .~ othe~Hise, I appoint my daughter, ELLEN B. JENKINS, as Guardian of such assets authorized by law payable to such minor; or, if for any reason my daughter, Ellen B. Jenkins, should fail or cease to act, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY as such Guardian. The Guardian may receive, administer and shall have full authority to use such assets, both principal and income, in any manner the Guardian shall deem advisable for the best interests of the minor, including college, university, graduate or other education, without securing a court order. The Guardian shall have all the rights and privileges in its capacity as Guardian as are herein granted to my Executor and Trustee as to my estate and any trusts created hereunder. ITEM XV: If there should be established by My Husband, either in his Last Will and Testament or by inter vivos Deed or Agreement, trusts similar to the trusts herein established for the benefit of my issue, my Trustee herein shall have the right and power to merge trusts herein established with similar trusts for the same beneficiaries established by My Husband and to operate each of the merged trusts as a single trust. ITEM XVI: I hereby appoint my daughter, ELLEN B. JENKINS, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY as Co-Executors of this Will. If for any reason my daughter, Ellen B. Jenkins, should fail or cease to act, Dauphin Deposit Bank and Trust Company shall act or continue to act with all the powers page 12 of 14 pages ..~. granted to the two of them. All references in this will to my "Executor" shall refer to my originally named co-Executors or to my sole successor Executor, as the case may be. ITEM XVII: I hereby appoint my daughter, ELLEN B. JENKINS, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY as co-Trustees of any trust created hereunder. If for any reason my daughter, Ellen B. Jenkins, should fail or cease to act, Dauphin Deposit Bank and Trust Company shall act or continue to act with all of the powers granted to the two of them. So long as Ellen B. Jenkins is co-Trustee, she shall not participate in any discretionary determination of the Trustee to distribute principal or income of such trust to or for the benefit of her issue. All references in this will to my "Trustee" shall refer to my originally named Co-Trustees or to my sole successor Trustee, as the case may be. ITEM XVIII: Any Guardian, Executor or Trustee shall qualify and serve without the duty or obligation of filing any bond or other security. AnY corporate fiduciary shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. I direct that the law firm of Rhoads , Sinon shall be employed as the attorneys for my estate. Page 13 of 14 pages - ... ..... ;':-"'. ~.. -.. .' _ ,J. " ., C'l H " n en en ~~~'3:: .... en ~ C -i ":11 C'l .~ o21> C'l 0 .i' "-:= Z t.4 l~ ~~< 0 C ~ ~. g ~ n t" 0< i-< !~~ N .... .... "~ >- . \0 i' ,Z~~ .... . a:>!J! ~ \0 -2800- \0 .... LICIt C en 0\ \0 .:11 . . \0 ..-,004 U1 0\ ..,'t...... 0\ ~':." . U1 "';' -' ., I;", o",n~t"C'lC'l C'lC'lCO::-t"cn nZ3::n....H.... C'lZtIl3:C'l~::- ::-enC'lt" ::-.... eno<:nC'lOtllC'l C'lt"t"0<"IC'l o<::-en ....0 ::- z tIl .' :%I "I ZOC H.:n t.4 ::-nc;'l o ...... .'. _" C tIl .. ..~-.'.r.'I~Z 0... ...., ',. "":":~:::C' . . 0< 0 C ., c;'l . . .:%1 t" C'l .... .... C'l :n en ..... C'l en ".:.' .... ~ C'l,..~, Z.'- .... -,' ::- :-' :n 0< '-- r:- .' '. .' .' ':0:<." '.' ,. '-"tIl C'l ::- n :%I t" C'l 0< ',,' ~'. r .~.:-: ;/", ., ~ :. -~ :'I~~.!~' .~. ......~:. .. '.J',.. '.. ... '- " , .... ~ .'It ,:~,~ ;1(;-, "\''''~ . ";(f' ". .' ~ ,::,. 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"'.I . .,~..j.t>:'~'. :~.,~":' :..: .. ~'. ,.... ;,,,,,,, .. ". ~::....-....:'-:...:.:. :.~ .' "'" ..':. . ' .' '.:. . ; .....' .h,.. .:...1,'...... ,',-.,' .~.' r:. .~. ~:. ,"~~-~. \.: ..' .. . . . '. . :", :..-,~'~..~.....~\. .. . "!.. . ~~ ~. ~ .... : ..' . '. '," .' Estace of: Eli~abeth J. Beachley Soc Sec~: 195-28-0937 Date of Death: 07/01/1996 Continuation of Schedule B (Stocks and Bonds) !Cem ~ Description Unit Value Value at Date of Death 13 $10,000 Lancaster County Bonds Second Series 6.125\ due 11/01/2012-99, CUSIP ~514040KA1 Accrued Interest 10,262.65 102.08 10,129.90 14 $10,000 Lower Swatara Township Municipal Authority Sewer Revenue Bond FGIC Series 1986 6.8\ due 12/01/2001 CUSIP #548617AP4 Accrued Interest 56.67 10,530.20 168.75 15 $10,000 Oakmont Boro Bond MBIA 6.75\ due 10/01/2003, CUSIP #673751CH4 Accrued Interest 5,140.53 16 $5,000 PA State Higher Education Facs. Authority Revenue Bonds Messieh College First Series MBIA 6.15\ due 10/01/2011, CUSIP #709174NS1 Accrued Interest 76.88 10,350.00 230.00 17 $10,000 Northampton County Higher Education Authority Revenue Bond 6.9\ due 09/01/2001-97, CUSIP #663540CNO Accrued Interest 10,200.00 18 $10,000 Pennsylvania Housing Financial Agency Bonds Single Family Mortgage Series R 7.4\ due 04/01/2000-97, CUSIP #708791KF4 Accrued Interest 185.00 .................----- 57,432.66 '1.. I'C\U' 'lU' SCHEI)U1.E c., CLOSH y ~EtO COPN)q I\, H ST(l1:1( INh~QMAT'''N R[:'ORT PI~.ole_T.YJl.~,_a.r .P!~nl .-..--- - filE NUMuL'( ~! l')fJ-U'jh') c;. '!~ ~.,l):." ..,1. _ COMMO~WfA~'" '.'1 ~t"4N~'L~AN'A ....(11 I,U.:.t IAI ",. .... " t') I C n.r cr' I l I ~,I [~TM[ 'IF 1':11 ;:al",th .1. lh'ach ky \. ;.:w ^. Uti'" ~a. ,"'H"pltlln ,110"'1111,) 1ho ~n",kod ....1 ((Jmpulu',un UIIII,,,d If\ Ill" 'Lllvullrm ullll. dlll,d.,n", ,hi' '. B. fompletB (at)."" 01 finnnuol "n'IIlIlitnl, ill comple'e (()~,., ollh" reJo,nl Yo. "..vrn' Ir.d.ral form 1110) Inr In. YMr 01 d.aln and 01 ploCrt/.tllg ylt\]", C. 510temenl 01 dividend, paid eatn year. liU thOle declured and v"roid. D. lilt nrrnnl of olfite". 'n1o'i"I. bonu',,' ('Inri any alk., h"'\III,H recon.ed from Corporation. e. III~n Company nw"ed ",01 <<"Iole. lubmil a lill ,howin9 the (nmplele odd,."fe, and e'timoled Fair Mar~el V"lueh,1f Real e"c116 ApproiHlli nnv., been ,oculeJ, ploO\" o"och copu" f. lilt princIpal s,ac\"hol,4e" 01 dOlO 01 deolh. "uml"" of Sn"1rel hold. a"d r~lotinnship 10 decede"l. G. Any at"'" information ",'oli...e fO the valuolion of tke ,lltced.n"s ,"'er.,t. 1. NameofCorporalion Bp:1rhltlV Fnrm Corooratlon Stun,' Addre" 48 South Te rrace Slat.. of Inc. 1'1\ Dote of Inc. 12/19/80 (ity\~ormlevsburS! 1'1\ l;p Code 17041 Totol Numb., <I Shoreholde" 5 Bu,iMfln Repol'1ing y"" January 1 to December 31 Slate 2. federoll. D. Number _ 23-2191637 t~uRle A, Federal furm 1120) Type 01 Ru,ine" farmln"/leasin" Product grain 3. 4. . SHARES OWNEll BY DECEDENT TOTAL' SHARES OUTSTANDING PAR VALUE ~TOCK TYPF . : Comman \ Vot inh r- ' ~eie'!ed : 'ilIA $1.00/share ! 104 shares: 10.40Z 1. 000 Provide 011 rlghh ond restrlctlona perialnlng to each elru a' Itoek. 5. Wo, decedent employnd by the Corporotionl 0 Ye. lliI No If yes. Posilion Annual Salary S Time De...oted 10 bUiineu I]J No 6. Wo- the Corporation indebted 10 Ihe decedent' 0 Yet If y", pro...ide amount ('I in,.(.blednen S 7. Was there life iniuroncfl payable '0 thfll corporation upon deolh of decedent' 0 YII If yet. ('o,h Surrender Value: S Net Proceed, Payable: S Owner of Policy G9 No 8. Did Ihe deceden' leIl or tranlfer Ilock of Ihis company within one year prior to dealh if the date of death wa' on nr ah., 1 "/13/8' ", wilhin 'wn yean if the dote of dea1h wo, prior 1012/13/82' c: y" ~ No If yes: 0 Tron,fer C Snl. l of Shar.I Transfer.e or Purchoter Dnle Contiderotion 5 Anoch a '''para'. sheel for addilional tran,f." and/or 101.,. 9. Did ,he corporal ion ho.... on inlerest in other corporation, or pOl'1nenhip" n Yel ~ No \I yet. lepoN Ihe nec.uory information on 0 '.parale ,ne.t. including Schedul. "C.," or "C.2" for each inl""t. 10. Wal ther" a written ,horeholder', ogreem.nt in eff.ct at the lim. of the deced.nt', deathl ~Ye' 11 yet. pro...ide 0 copy of the agreemen', 11. Was Ihe decedent', IIock ,oldl ~ Yes [X1 No If yei, pro...;de a copy of '''e ogreemenl of ,ale. elc. 12. Was thlt cnrp,,,ation ~inol...ed or liquidated o',.r Ih. decedent', deolhf !J VII GSJ No If '1'''. provide a breakdown of liquidation dl\lObutio"s, ele. Anach a ,.parole ,hili. ~ No i , I ..J ITEM LETTER OATE TOTAL VALUE OECO'S DOLLAR VALUE OF FOR MADE DESCRIPTION OF PROPERTY NUMBER JOINT OF ASSET ""INT. DECEDENT INTEREST TENANT JOINT 1 ABC 01/05/83 Harris Savings Interest 18,264.75 25.00% 4,566.19 Checking Account #0405001674, joint mong decedent, her son nd two daughters TOTAL (Also onlor on line 6. Rocapl1\Jlal1Onl 4,566.19 REV- 1$01 n. . (11-U' COMJJlCNW(Al. 'tH OJ: 1I[~"'SVlV"'NIA INH[AI'TANC'o'tAI ~EfUAN A[SIC[NT tCrO[NT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Elizabeth J. Beachlev SS.. 195-28-0937 07/01/1996 Joint tenanq.): A. NAME Michael C. 8eachley ADDRESS Butler Plank Rd., Box 331 Bakerstown, PA 15007 B. Carolyn Elizabeth McWilliams Calle De Los Limones, 12 Fuengirola, Halaga Spain C. Ellen B. Jenkins 100 Greenbriar Lane Dillsburg, PA 17109 JolnUy-owned property: (II moro spica 19 noedod. insen addmonaJ sheets 01 same 5120.) Copyr'Dl'lt(c:1 '''.'orrn 10ftW.,1 only CPSyUlrnl, t"Co FILE NUMBER 2196-0565 RELATIONSHIP TO DECEDENT Son Daughcer Daughter Fa,," 1500 5'''ld",11 F (fl.", U-"I '''''''11'''' '.'1 ;~~l: 11"1;<;:-.': ~:: ;rl:'.'~ ..~'-:-! ., ~ffJ". : ",,'" 'f' .40TICE OF DECEDENT ACCOUNT STATUS '_"_d.:-d :n:Lli ','.I..:rl':',' II. 'CJour.lCNW'A~rH 0' ""'Nn""ANIA JI'U'loIlNf c, II'1t"'lJl IUlu.u 0' INDIVIDUAl. fUn 01'" :10601 "A"'\lule ,.. 11'21.ol101 NAMllLAul [;:'tld1!I"!j', DECEDENT HO AL I CURl NUMBU INFORMATION 1~5-28-0'))7 A 48 s. ~rr.:lC'...:o, iAn'1 IMII.dl. "ul..ul 1':ll~1l)!t.1l d. (OaYI 1 IYea,1 96 UN AT 011 0 T IM~'hl 7 .....)[':nl ,_..t:t:t.lfq, P^ 17043 fiNANCIAL IN5T1TUTION INFORMATION a Ot.c::k bledt if fMIIM ... a....NU char'ttJ. lIilrris Savlrqs Illnk AODllSl P.O.!b1< 1711. U'HONI NUMBII 717 I 2)6-4041 Ilunstm'!. Af PA I' 00 17105 ACCOUNT INFORMATION PlfASE ATTACH COPY OF SIGNATURE CARD IF AVAILABLE C J.....IcN.... ,p J..... o-Jdooo Cl .,. T....,,..." C Jol.. n... c.ntIka.. I 04-05-001674 A UN BALAN II ... _ .. IIGINAL DAf AC OUN WAS. lSTABUIHID 518,264.75 1-5-B) UN n AP''''' N GNA II 10 I If 1 II Of DEPO I t:lizabrth J. ~"'I or ~tid<1el C. !n1chley or C. t:liZo3.b->t..'> ~tililli'trs or t:llen B. Jenkins N X IN B C B LOW I UN WA$o lSTABU 0 BY A TRANSf R Of FUNDI FROM ANOtHIR ACCOUNT 1I<AT WA$o RlGlSTtRlD IN ntl NAMES Of ntl SAMI JOINT OWNlIS AND INTlR 11<1 DATI ORIGINAUY lSTABLlSNID. Cl "'"'-..........-00.. ono...... ............ .. !n1chley . 4BS. ~ TAX lArt Mid<1el C. OFFICIAL USE ONLY TAXA JOINT SURVIVORl BINEFICIARY INFORMATION AD 17042 W:lIInl~, lorD L'nkn::1.n PA lVV I' L'nkn::1.n JOINT SURVIVORl BINlflCIARY INFORMATION M:YIilliars . ADDI 4B S. Terrare t:lizabrth OFFICIAL USE ONLY fIR !NT r au c. , 01 17043 I L UR L'nkn::1.n TAX lATI PA Wen B. OFFiCIAL USE ONLY 'IRCENT TAXABLI JOINT SURVIVORl UNlflCIARY INFORMATION 01 17043 RAT W:lIInleysbJrg , , D L'nkn::1.n PA OFFICIAL USE ONLY AXA I L'rknc;1.n JOINT SURVIVORl BINlflCIARY INFORMATION TAX RAT L S R NUMB R N I I certify that the above information il true. canect and complete. I HAMI Of fRl'ARlI . PUA\I '.,NT !IIUPHONI NUMUI Gretchen L. Cale I 717 I 236-4041 IOAII 8-5-96 REV. '.10 0. . (l.I'1 CO""O~W[AL TH O' .[,"'YLVANlA 'NH '''lANC[ ...lI[TUPN R !lIDENl DECEC[~T SCHEDULE G TRANSFERS Ploaso Prlnl 0' Tv 0 FILE NUMBER 2196.0565 ESTATE OF Elizabeth J. 8cnchlev SS~ 195.28.0937 07/01/1996 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE OUESTIONS ON PAGE 2 IS YES. ITEM DESCRIPTION OF PROPERTY exCLUSION TOTAL VALUE OECO'S OOLLAR VALUE OF NUMBER l"ctI,tJ,""'"' of 1l'1, "1"1,,,...11'1,,, OF ASSET <I~ INT DECEDENT INTEREST "'".'O"'~'''- fO !3.c.d''l' <.1111"' ''"''''<If TOTAL (Also enl0' on line 7. RecapllUlallanl 0.00 (II ma'o spaco IS needod. Insort addllJanal sheets 01 sarno sizo.) Copynotl'lcl1lU fo'm .oth""" only CPSYI1'1I'I1. Inc. ~O'II'I 1500 5cl'l,dlll, G tRey, l."1 C0'w41,.40~W["'L, t.. f:f P[~~'3yt ......~I... j~t. AilA"lC[ fA.lllt'.;"'" A :\lOU~' CEC(OE",r SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ,,(v. un EJ. l',UI ESTATE OF Elizabeth ITEM NUMBER A. B. 1. :z. 3. 4. C. J. Be.1chlev SSn 195.28-0937 07 01 1996 OESCRlPTION 1 Funeral Expensls: 1.'. Orville Kimmel Funeral lIome . Funeral Expense AdmlnlatraUvo Coals: Personal Represenlative COlTVTIssions Seeial 5ecunly Number 01 Personal Represenlallve: Year Commissions paid 1/23-1938833 Marney Feea Rhoads {, Sinon Famly Exempbon Cla:menl Kenneth G. Beachley Addre.. 01 Cla:manl al decedenr. dealh Street Addre.. 28 S. Terrace c~ I.'ormleysbur~ Relabonshlp Spouse 51ele PA Zip Code 17043 Pro bale Fees Register of Wills 1 Mla.oUanooua Exponau: Cumberland County Register of Wills . Cost of Nine Short Certificates 2 Cumberland Law Journal . Cost of Advertising and Proof of Publication 3 Cost of Advertising and Proof of Publication Patriot-News 4 Dauphin County Register of Wills - Filing Fee 5 Rhoads {, Sinon - Out of Pocket Expenses TOTAL (Also enler on line 9. Recapitulation) (II moro spa.ola noedod, Inaort addlUonal shoels 01 same alzo.) COllyngflt(ellfU, for," lolt...'". only CP5.,.111/n1, Inc. PlllSe PMn' or T . FILE NUMBER 2196-0565 AMOUNT 6,382.00 19,400.00 9,400.00 3,500.00 324.00 27.00 60.00 94.60 15.00 61.72 s 39.264.32 Fot," 1500 StPt.dlll. HIR.....'...I R[V. '!Ill [l . tl-": CO\ll"'C~W{ Al ~It cr P["f"4'jY\ 'w'AflIIA 'flI~llIlITA~~r. TAl ~[TUIl~ IlE5ICf.~' bEC(OE~' SCHEDULE J BENEFICIARIES FILE NUMBER 21')6.0565 ESTATE OF Ellzabeth ITEM NUMBER J. Beach lev SSu 195.28.0937 07 01 19% NAME AND AODRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1 A TWlOblo Boquosts: Kenneth G. Beachley 48 South Terrance Wormleysburg, PA 17043 Husband Automobile 6,300.00 2 Dauphin Deposit Bank and Trust Company, Trustee under the Will of Elizabech J. Beachley f/blo husband for life remainder to children 159,486.99 (51,616.37 Allocable to Husband!. li fe Estate; 107,B70.62 Allocab Ie to Children as Trust Remaindermen) ITEM NAME ANO AOORESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Chanlable and Governmenlal Bequeslll: 1 Community United Methodist Church 1,000.00 Columbia Crossroad, Pennsylvania Cash Bequest 2 Bethesda Mission 1,500.00 Harrisburg, Pennsylvania Cash Bequest 3 Bibliotecas, Inc. 1,000.00 Shaker Heights, Ohio Cash Bequest 4 Troy Public Library 2,000.00 Troy, Pennsylvania Cash Bequest 5 West Shore Public Library 2,000.00 Camp Hill, Pennsylvania Cash Bequest TOTAL CHARITABLE ANO GOVERNMENTAL BEOUESTS (Also enle' on hno '3. Recap,lulahonj (If moro space IS noedod. ,"sort additIOnal shoolS 01 SlIMO 5120.) CapY,lgtl1lCI 1114 to,m toftwar. only CPSyt1.ml,'nc. s 7,500.00 j:'o,m 1500 S,II.dlll. J IR,.".l.U) /1[V-'U9(\0'.,,,,,+ COV'04C~W("l. ~'"" cr (lr....~'jwl 'JA~;. SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE 1~~["lfA"'C[ 0... Ilf. ',;n.. "n'Dr~l' ~(r:r.Of"l. ESTATE OF File Number Ellz.lbeth J, a",lchl('v SSf/ l'I)-2B-OQII 01101/1<)'1(, 2196-0)r,) PART A: Enler Ihe d05CIlphon .1nd valUD 01 Jlllnlorosl~. bo1t1lilXable Jnd non.'iU'.1blo, regardloss allocallon and nol 01 doducllon!i. ""hlcn Pi15~ to lho docodonr~ SUNI"," spouse bV will, Inloslacv, oporallon 01 law. or olhnMIso 110m _ Descrlpllon at Iloms Amount Trust establLshed under Item VI of che Last WLll and Testament of Ellzabeth J, Beachley flblo Kenneth G, Beachley 159,486.99 (value of husband's Ii fe estate S51,h1".3 6,300.00 1991 Buick Sedan Pall A TOlal: Enlor ,ho lolal hero and In Iho spouso', "Amounl RocllfVod" block on Paqo 1 57 , 91 h . 37 Election To Subject Property To Tax Under Section 2113(AI As A Taxable Transfer By this Decedent. II a trust or similar arrangement meets tho roqUlrement 01 Section 21131A), and: a. The trust or sImilar arrangoment IS listed on Schodule O. and b. Tho valuo at the trust or SImilar arrangement is entered in whole or part as an asset on Schedule 0, then tho transferor's porsonat roprosontallve may specifically identify the lrust (all or a tractlonaJ portion or percenlage) to bo included in the election to have such trust or sirrular property Uoated as a taxable transfer in this Q'State. If loss than the entire value 01 the lrust or slmlar property IS Included as a taxable transfer on Schodulo 0, tho personal representative shall be consldorod to have made tho electlon onlv as to a Iractlon of the UUst or similar arrangement. The numerator of this fracbon IS equal to the amount of the trust or sirrular atTangement included as a tpablo asset on Schedule O. The denormnator is equal to tho total value or the trust or similar atTangomont. ELECTlON:OO you elect under SectIon 2113(A) 10 treela. a _Ielranaler In thl. estale all or a porUon ola tru., or .Imllar arrangemenl created for the lole use of thll decedent's surviving spoua. durtng the surviving spouse's enUre IIfeUme? Signature (,./(0-,.. -"".A/II, .~> Date 3~.'?1?7 O 0 51 ?~1 H~IVD. .,~nK 115" i.J)-r.Ae,:uLuL YES [[] N gnature I" I I Date .> _, f,,) Nole: lithe electlon a lies to more than one tru., or .Imn.. a en .' ~ ~ c 1 il ned and flied. ' Part B: Enter the desCription and value 01 a1llnterosts. both taxable and non-Iaxable, regardless 01 location and net 01 deductions, whtch pass to the docedenrs survivm spouse lor whICh a Socbon 21131A) election is boin made. OescnpUon at Items Item' Amounl 159,486.99 (value of husband's Ii fe estate $51,616.3: of Elizabeth Remainder to Trust established under Last Will J. Beachley ffb/o Kenneth G. Beachley Children and Testament for Life, Pan B Total (509 insuuctJons) 159.4B6.99 COOY,lonl{CI1IU fo'''' .Oft....~FI anly CPSy.t.",.. Inc. Fa,,,, 1500 SC",~...I. 0 tR..." .~!J51 'f,' , -- 'I /__) -//.'J -'1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL TAXES IHtI[RIUNC[ fAIl DIVISION D[Pt. ZIObOI 11ARAtS!URO, Pi 1I111-0bOl NOTICE OF INIIERITANCE TAX APPRAISEMENT. ALLOWANCE DR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX RUTH ANN MCMILLEN DAUPHIN DEPOSIT BK 8 TR 213 MARKET ST HBG PA 17101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN r ,I V 10-13-97 BEACIILEV 07-01-96 21 96-0565 CUMBERLAND 101 Anount R."lt ted *' 11'.1'" II &I'III,t,. ELI ZABETll J HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-iY:istij-Ex-AFii-io3":9'fj-NoificEuoFuiNHEiiiTAiicE-r-Ax-jippiiiiisEHENT-,--ALi:OWAiicE-OR-m-----m----- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF BEACHLEV ELIZABETH J FILE NO. 21 96-0565 ACN 101 DATE 10-13-97 If an assessmant was issuad previously, lines 14. 15 and,or 16, 17 and 18 will reflact figures that include the total of ALL raturns assessed to data. ASSESSHENT OF TAX: 15. Anount of Line 14 at Spousal rat. (15) 16. Anount of Line 14 taxable at Line.l/CI... A rat. (16) 17. AMount of line 14 taxabl. at Call.taraI/CI... Brat. (17) 18. PrincIpal Tax Due TAX RETURH WAS, (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rod Estot. (Sch.dul. AI III 2. Stacks. and Bondi (Schedule 8) (2) 5. Closely Hald stock/Partnership Intarast (Schedule C) 131 4. Hortg.gas/Not.. Raceivable (Schedule OJ (4) S. Cash/Oank Deposits/Hi.c. Parsonal Property (Schedule El IS) 6. Jointly Owned Property (Schedule fl (6) 7. Transfers (Schedule GJ (7) 8. Total Assats APPROVED DEDUCTIONS AND EXEHPTIONS: 9. funa~al Expensas/Ada. COlts/Misc. Expense. (Schedule H) (9) 10. D.bts/Hortgogo Llobllltl.s/Llons (Schodul. II 1101 11. Total Daductions 12. Het Value of Tax Retu~n 13. Cha~itable/GoYarn.antal Baquests (Schedule J) 14. Het Value of Eltat. Subject to Tax NOTE: TAX CREDITS: PAYHENT DATE 09-26-96 03-31-97 RECEIPT NUHBER AA146784 AA185331 DISCOUNT 1+] INTEREST'PEN PAID I-I 335.00 .00 I I CIIANGED .00 184.258.18. 19.912.45 .00 9.272.68 4.566.19 .00 (81 39,264.32 892.00 Ill) (121 1131 (141 57,916.37 X .00. 112,436.81 X .06. .00 X .15. I1BI AHOUNT PAID 6,365.00 46.21 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To inlure p~oper credit to your account, sub.it the upper portion of this forn with you~ tax paynent. 218,009.50 4n.l~~ 3? 177,853.18 7,500.00 170,353.18 .00 6,746.21 .00 6,746.21 6,746.21 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TillS FDRH FOR INSTRUCTIDNS.l 'p"'ln~I'~ .q ,.n. "'J.,uf t.uG",pp. "~I'ON ~, uo ~~. "'p uol"I~o~ "'J',UI ~I ~'I" ~. ., lue.A'd'J .,ue....... ~I '0 'I'P '4' puoA.q .A.p (SI) ue'I,., 01 uoll'ln~..~ ,..J'lul UI '3'.,'J III" 'uenbull'P "'o~'q .,. ~. JII" pen"1 I~IIOH Au,.. 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