HomeMy WebLinkAbout96-00806
rulale of .CASPEH ~~~,~~~~~LN(~_
also kllOH'1I a.' .__
l'ETITION FOIlI'HOIJATlS and CHANT OF LEITEHS
c) I-=. ({ iL' - 80Co,__
No,
To:
--,----,---- Regisler of WileJ~\3~lh,AND
Deceased. Coullty of !n lhe
Social Securlly No. _.172 - 3 2, -19 45 CommOllwealih of Pennsylvania
The petllloll of tlie ulldersiglled respectfully represellts tliat:
alternate
Cy.~\!f ~ltitt'.\l.!le}.lS)" \l'11ll Ls/_ 18 yenrs or age or older all the execut or
IlIl~71'lii'l wi t'of'1j\'e' auove decedelll, daltd May 8,
alld codicil(s) oatcd Oct()bor), 1990
rwned
, 19_
Pauline A. MehrinCl,_dccedenlls wifp dnrl rlppninif:rl RXAr'11t-r1V rAnnl1n("l(.V'1
in favor of Randlci L. F'1nkf~'nh-lnrlpr
('lrlle IcIC\':1nl dIClllll~llIHtCi, (.g. ItIIU1l(:ltllloll, uc,llh of c~ccul(lr. eolc,)
Decedenl \l'lIS dOlllicilcd nl dealll ill _ Cumberland County, Pennsylvania, with
Ii is lasl family or prillclpal residellce at 60 North 8th Street
Lemoyne B(Jrou9lL
(lis~ I\~rccl, llUfllUN, 'J'wp, or U010,I
Decedwl,lhell 94 )'''rs of age, died f\1'gi'!'lt' 2/ ,19Q/\ __,
at. F'or8Rt rrlrk Hf1i-11 th r,(:..ntpr ,
Except as follows, tle"dClII old 1I0tl1larry, \l'as 1I0t oivoreed Hlld oid not have a child born or adopted
arter e~eeutlon of llie lI'ill offereo for probale; \l'as lIotllie I'lctlm of a killing and was nel'er adjudicated
IlIcompetent:
Decedellt at uealli o\l'lIed properly lI'ilh c~llnlOted I'alues as folloll's:
(If domiciled In Pa.) All persollnl properly
(Ir not domiciled In Pa.) Personnl properly in Pennsylvania
(If not domiciled In Pa.) Persollal properly In Coullty ,
Vnlue of real eslale III PeflIIS)'ll'anla
sltualed as follo\l's:
$ 1,225,000.00
$
$
S
-0-
WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and codlcll(s)
presenled herewith and llie gral\( of letters testamental>'
(lc.5lam~n{arYi admlnlstrallon c.t...; administratIon d,b.n.e.t..,)
theron.
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~~fll A/'J',.xY <-L - .l..'1L',-,~01_'\,
ROntl1d L.. Finkenbinder
215 West L.isburn Road, Box 65
Bowmansda1e. PA 17008
-
OATIl OF PEHSONAL HEPUESENTATlVE
COMMONWEALTH OF PENNSYLVAN.IA L ss
COUNTY OF CllMlllmLAt~f) J .
Tlie petltloncr(s) abol'r.llallled slI'enr(s) or affirrll(s) that the slntements In the foregoing petlllon are
tlue and corr<ctlo llie b..lt of llie kllo\\'ledge allu belief of Jl'lilioo,,(~) anlllhnt as personal represen-
lallve(s) of the obove d".dellt p'lilloller(s) \1'111 11'.11 fod truly admlnis.ter 1)le ~state according to law.
, ,I >11 . ( ''''1 f. / /
Sworn 10 or affirllll;d "lid ,ubscrlbcd .::LLL.,,~.~iJ..__~: 'I ( .. t, " f 0,'--
before me this OO-.J.~~------ c1ar of f -. ~~!.l!..ll!!.hJ':.i.ul:;, 'nil i u~l<'r ~.
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WAI'iNING: It Is IIlogalto duplicate this copy by photostat N photograph,
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3782779
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAMEOfi)i;CE!:>ENTII.ot M<ld<tI.II)
1. Dhsper C. B. Mohri ng
AOE(t.utlloo-hl.l,) UNOEAlnAR UNOEAI OAV
'i;iqnllll o.y.:-- HOUfl '~Mlnl,(,"
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., Male
ltAflflUNUIoIBfA
80CIAl llECURIN NUMBEfl
1 1'12 -)2 - 1945
DAIEOf'OCAHt(M<H\UI Dd~";'~--
. 8-22-1996
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DAl'li!OF 8lRTU
\M",~.lldy.r't,"ll
6-2'1-1902
BIATHPLACf!(C4yal-.l
GlaluVlI,)I~"C""r.Io,1
!.'lACEOI-' DC:.ATH(Ctlorlo ""","''<I - iOtI!...ln/l.'II)rnIOI1r~I>OI ~J
110b\PHAl'
1~1"l\I[J EfVOuIPlI..nl[]
;t;1'~~r'I" [
94
lIarrJ sburg
COUNTYOf'blA1~1
(;IT ,BORO.1WP OOATtl
Cumberland
Carlisle
rAClllTYNAMIi [II fl<)l ~'foI~'~OOf1, g';'1iI 'It.~ .",J I.....nb..)
10f',or p,j~k. !$A.T/{ CE/V7'/i.,<,
flAC!:'~m4IrM;tnj""'"I,llIack,Whlll,IIC
[5"",,11)
White
.. r'ECECiEN!,SUSU^l.OCC~K)N
(O'Ylh'l'~ l'<<kl"'1"''''''~l\Itll<lIl
d\'ffl!o;'b'fe'i:\t''''' State
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OECEOENT'&IoIAllINOAllOflEliO(Sllo....Cttyl1cl'l'<O,Sl.illij,l'llCodlIf
60 Nor lh 8th St
J."moYlio, l'u 1 '1011)
MINOOl' USlN
oueTAv
ve, olA~f~~b~~ J;N
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Paulino Zimmorman
"
OOHEF\"i)NAMElf~:;;;;;"foIl
Cumberland
_ ~~~~'IfT'8fOUCATION M'::~l,~~r:.~~~'~
Eltm.nl.fYIStcoldNf OIvO(Cld [9fiOCf~)
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INIIIII
iowlllhip? l'd[~ ~h=alnl~~II~:QI__ Lemoy,ne
t.lOltlffl'S NAME II"ISL M"kIe, MD'JonSi''''l\rI'QI
Margaret
INFORMANT~ MAllllf9 bDOf11l118 (511"1 r.~yr1l1WU SI818.l'\lCO(~)
Hox b, Howmanedule 1 '1008
P~Cf! Of' OISPOSlllOlf, N'llI4l1l C.mlllly, Cllm.llIl'f lOO"TIQN CI~I1owM. SI'iI.lip C<<II
OIC/lhtlrl&.CI
IIUAVIVING 6POU6E
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nt-,Coun
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INFOfIIoIANl'S NAM~ (T,fl'~I"i'")
Unk
Ronald L. FInkenbinder
MEmoo Of' OiSPOSlflON OAfE Of DISPOSITION
lIu',aI pq C'I'"'I"'" I.] n.movlllrQm SIlI.Ll . (lAwUI (loll IM'I
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SION.(IUfll Of' fur JUl SEAvK:f l.lCfN\lef OR rEflSOH ACflNO AI SUCH JUCiNfl{ tf!Jr'" 8
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COMl'll:1I0NIlfCAI/$l!
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Harrisburg Cemetery lId Harrisburg, PEl.
NAME AND ~OOA(SS Of FACILitY
MueBelman F. H, 324 Hummel Ave Lemoyno I'a
I ICEtlSE1f1lMlJEA OATE810NEO
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'WlOICAtllUMIHIWCOMDHl1'I
On 1111 bill. 01 ulm!n'ilon .f\dIOlln~'lllf-Ilkln, In my OfIlnlon. .....1'1 OCl$Ulltd.l 11'1, 111M, d.t" It>d plllIl, IIId llu. 10 thl! uUIIII,.nd
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Casper.W
Article shall be sold at private sale and the proceeds distributed as part of
the residue of my Estate. In the event my stepson, RONALD L. FINKENBINDER, is
not living on the thirty-first p1st) .day following my death, I give and
bequeath the same unto my daughter-in-law, PATRICIA C, FINKENBINDER, n she is
then living, with the suggestion that she 'distribute the sarne in the sarne
fashion heretofore set forth,
ARTICLE II I
I give, devise and bequeath all the rest, residue and rernainder of rny
Estate, of whatever nature and wherever situate, unto DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, Trustee under Revocable Living I'rust Agreement dat~d
)L'IA"'1 .8"" , 1989.
ARTICLE IV
In the event said Trust, referred to in Article IV hereof, is no longer in
existence at the time of my decease, and in the event rny wife, PAULINE A.
MEHRING, is living on the thirty-first (31st) day following my death, and if
the federal estate tax due because of my death will be reduced by making this
gift for her benefit, I devise and bequeath unto DAUPHIN DEPOSIT BANK and TRUST
COMPANY, in TRUST, the least amount (based upon the values as finally
determined for federal e.t~te tax purposes) as shall be needed for the federal
estate tax unlimited marital deduction to reduce the federal estate tax to the
lowest possible figure after .full use of all other deductions and credits
allowable in calculating the federal est.ate tax, except that such arnount shall
be calculated wHhout regard to the augmenting of my taxable estate by reason
of generation-skipping transfers and without regard for any credit for state
death taxes that would not otherwise be payable, Accordingly I direct that,
A, If the marital deduction or any similar benefit is allowable with
respect to any property, including property held by entireties, which my
wife has received prior to my death or at my death will receive otherwise
-2-
Cnsper.W
from time to time including the entire exhaustion of princJpal,
r. If my wife. PAULINE A. MEHRING shall faJl. either wholly or in part. to
exercise effectively the power of appointment created ,in the preceding
Paragraph F, the unappoJnted pdndpal shall be added to. and thereaftpr
treated as a part of, the principal of fTIY residuary estate passing unde,'
Article VI hereof, provided that the Trustee shall first deduct and pay to
the personal representat Ive of my wife's estate an amount. equal to the
increase in federal Clnd slate dtHlth tAxes and any inctea~;ed ac1ndnistrflf1.',);1
expenses which her estate w111 have t.o pay because of the inclusion of the
principal of this Trust in her estate fo~ tax Dr administration purposes,
J. If any provision of my Will shall resul I', in depriving my estate of tht>
marital deduction for federal estate tax purposes, such provision is hereby
revoked and my Will shall be read as if any portion thereof inconsistent
with the allowance of the marJtal deduction fbr federal est.ate tax purposes
is null and void,
ARTICLE V
In the event the Trust, referred to in Article III hereof, is no longer In
existence at the time of my decease, and in the event. my wife, PAULIN,: A,
MEHRING, Js living on the thirty-first (31st) day following my death. I gIve.
devise and bequeath all rest., residue and remainder of my !~state of whatever
nature and wherever situate, including any property over which I shall have a
power of appointment other than such power given t.o me in any will or inter
vivos trust of my wife, unto DAUPHIN DEPOSIT BANK AND TRUST COMPANY, in TRUST.
for t.he following uses and purposes.
A. 1'0 pay t.he net income t.herefrom t.o my wHe, PAULINE A, MEHRING, for and
during her lifetime, In monthly inst.allments,
B. As much of the principal of this trust as 'frustee In its sole
discretion may think advisahle for t.he support of my wJfe or during illn".s
-It -
Casper.W
bequeath all the rest, residue and
HOSPITAl" Camp Hill, Pennsylvania,
equipment for said HospHal.
remainder of my estate unto HOLY SPIRIT
t.o be used only fN the acquisition of
ARTlCI,E Vl II
J direct t.hat all est.ate, inherit.ance, legacy, succession or transfer taxes
(including any interest. and
or the federai government
property taxable under such
payable by my estat.e or by any recipient. of such property, shali be paid by illY
Executor or Execut.ors out. of my residuary est.ate (described in ArtJ.cle VI or
Articles VII and VIll as the case may be) as part of the expenses of
administration thereof without apportionment and with no right to reimbursc'ment.
from any recipient bf any such property.
penalties thereon) imposed by the iaws of any stRle
now or hereafler In fo rc e with respect to a 1 J
laws by reason of my deat.h, whether such taxe s be
ARTICl.E IX
I name, constitut.e and appoint my wife, PAULIN8 A, M81'iRING, t.o be the
Executrix of this, my Last. Will and Testament, If she shall not survive me or
for any reason be unwilling or unable to qualify, or having qualified as
Executrix, shall die, resign or be removed, I name, c()n~tlt.ute and appoInt
RONALD L. nNKENBINDER to be Execut.or of thIs Wlll, In the event. that. RONALD
L. FINKENBINDER fA il s to qUA I lfy 0'1' ceases to so an, I name, cons t it. n t e and
appoint DAUPHIN DEPOSIT BANK AND 'fRUST COMPANY AltemAte Executor to complete
the adminlstrat.ion of my Estate,
ARTICLE X
I nAme, constitute and appoInt. DAUPllIN DI~POSJT BANK AND TRUST COMPANY,
Harrisburg, Pennsylvania, guardIAn of any property which passes under thIs Wi 11
or otherwIse to a minor wlth respect t.o whIch I alll authorIzer! to appoint a
guardian and have not otherwise sp~clflcally done so, provided t.hat lids
appoint.m~nt of a gURrdian shall not supers~d. the right of any fiducIary in Its
-] -
I, I fOR DAHS Of DIATH AnlR 12/3 H91 CHICK HIRI
~ INH~:JJ~ENN~E ~Ei:~~l~~RN 1~~:~~OtW'DIT IS ClAIMIC [, .
COMM(JNW[A,H,OfPfN"",YANIA (TO BE FILED IN DUPLICATE I 2_1~'lf)-OHO()
DfJ>AIl.TMENT N R!VfNUf -
HmlsfJn. ~~o~\".'601 WITH REGISTER OF WILLS) ,COUNTY CODI._ YEAR NUMBER
O!.C1O!~~~~~I~~~';"~~~~:~IH~~.II~~;':~~' -... .-----.~- n_.liif((,o"'J~~\f~-^~"I~ ~-t r:'pt----..----
50CIAtS'fCUNlTY NUMBER JDAH m DEAHl j()IIH 0' BI~'H r,pmoyne, I ^ ] 704.i
172-32-1945 8/22/96 6/27/02 Co",, CllMBI<:IH,TlND
I" ";~~']'~~~'~':' \ ~~~;;~'~'~";;~"" ';::"...__F~i' ~}.u~~;~;:L~_. t'O-U;I':::~'~~E~';~~::i~'~~=~=_~.
l[] ,. Original Return [.J 2 Supplemontal Relvrn [J 3. Remo:nder Relurn
(lor dalol of doath prior 10 12.13.82j
[J 4, limited E,lote [J .:lo. Futuro Inlore$1 Compromil& :fQl5. Federal estale Tax Return Required
(for datul 01 death oller 12.12.B2)
~J 6. Decedenl Died Tetlate 0 7. Decedent Mainlained 0 living 'Trust
(Alloch copy of Will) (Al1och copy or Trust)
ALL CORRESPONDENCE AND CONFIDENTlA-CTAX INFORMATION SHOULD BE -DIRECTED TOI
NAME - COMPLETE M~.ILlNO ADDRH5
F.dmund G. Myers, Kqq. Johnson, Duffie, stewart & Weidner
[WHO,,' HU"'" .----.--.- 301 Market St., P. O. Rox 109
.___ ~1? 761-4540 ___._.- . , ..PJ\ 17041 01Ol)
+ .--------_.~ +..
If Line 1911 greoler than line HI, tllller 11.8 differflnce on Unb 20. Thl1 h Ihtr OVERPAYMENT,
Ii1IO
If line IB is grl'loter than line lQ, enler Iho diffl (once on lino 21. This is the TAX DUE.
A. Enter the inleresl on the balance due on Lino 21 A.
B. Enter the tolol of line 21 ond 21 A on line 21 B. This is Ihe BALANCE DUE.
Malet, C~.~~ Pavable to: ~t~.~'t.r of Will" .AS_tnt
__ ~,.. BE SURE fa ANSWER ALL QUESTIONS ON REVEllSE SIDE AND TO RECHECK MATH -<(--0(
Under per,ohiel ClI perjury, I declare tho..lt I hoye examIned Ihis return, including accompanying Ichedules and statflmenll, and 10 the bel' of my knowledge and beliClf,
il it hue, correct and complelll. I cle~lare thaI all rool flttole hen boen roponed at Irue market value. Declaration 01 preparer other thon the perianal reprotenlalive is
~Od on alllnlormation or "*!'.htc~ preparer has any knowledge,
GN~E Of PEII:!.~.N R~_CW:lelE tOR 'Ill ,0 REtUR:-, '''---;A~6DRT~-71'r;-1V('frnmmrn 1~()n(r;'--nox-f)T) DA.H,? ~'-If~,-;.:;__m~___-
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S(oc.\ ond Bond. ISchedule BI
Clouly Held Slock/Partnership Intereit (Schedule q
Mortgogei and Notes Receivable (Schedule D}
Ccuh, Bank Deposits & Miscellaneous Personal Property
ISchedule EI
Jointly Owned PrOpflrty (Schedule F)
TrQnll", ISchedule 0) (Schedule II
T alai Gran AHels (Iotal Lines 1.7)
Funeral Expenses, Auministratiye Costs, Miscelloneous
Expenses (Schedule H)
Debls, Morlgage Liabilities, liens (Schedule I)
Total Deductions (10101 lines 9 & 101
Nel Value 01 Eslote lllne a mlnu. Line 11)
Charltoble and Governmetltal Bequests (Schedule J)
Not Value Subject to lox (Line' 12 minul Line 13)
Spousal Transfers (for doles of deolh ofter 6.30.94)
Soe Instructions for Applkohlll Percentage on Re....erse
Side. (lndud, valuos from Schedule K or Schedule M.I
Amount of Line 14 laxable at 6% rtlle
(Include volues from Sch(ldule K or Schedule M.l
Amounl of line 14 toxoble 011.5% role
llnclude voluet from Schedule K or Schedule M,l
Principol tax due (Add lox /rom linos 15, 16 and 17,)
Credils Spousal Peverly Credit Prior Payments
I ") }
I
/,
__ 8 Totol Number 01 Safe Depo$il Bo"es
( 1 ) _,__.____,._____._'.
121 -
13)
( 4 )
(SI-1r.233,148.29
16 )
171
5 , 23.9,..&3__
(8) 1,238,387.92
(9) .
(101
33,195.20
82.66
1111 33,277.86
(121 ~205,1l0.06
113) -0-
1141 1,205,110.06
I1SI ' 1,199,870.43 X,_= -0-
1161 5,239.63 x ,06 1:1 314.38 --------
117) __x ,IS = -0-
(IB) _____...3lA..3B.~__.
Dllcount
Inleresl
-.0-
(191
(20)
121)_._~~.lL_..___
(21A) ____-0-______.__
12181 .__,. 114 1R ._,_._
Check he,e if you me requesting Q refund of you, ovcrptiymenl.
(All property lolnli;:ow~.d with the R1Bhl ~ Svrvl~;;~hlp m'ult b. dhcla-.~i~;;-S~h.dule F)'.'"'-~.~.
..- - --_.__.__...._..~---_..._-----
l :As:.;~#i{~~~~;N~ 1__ _ PI..., 'd"' ',lIT'_ _
"..---.-----fiT"E'.-NUMBER ------"
MEIIHING, CASPI'~H C. 11. 21-96-0806
R[Y,150B lX+ l}.Ilj
~t~}l\
'-'j.(~IN-
COMMONW!ALTH OF PENN5'tlVANIA
INHERITANCI TAX AnURN
_ RESIDIN.!..DlctDENT
ESTATE OF
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Hevocable Living 'l'rust- Casner: C. B. Mehring , Settlor,
Dauphin Deposit Bank and 'j'rust Company, ~'rustee, dated
May 8, 1989, consisting of:
$10,000 Bond - Bf:~rmudian springs PA School Distriot
Maturity: 2/15/2001 - 4.250% (d 99.274
Accrued interest -
$30,000 Bond - Franklin PA Regional School District
Maturity: 10/1/1998 - 5.200% @100. 097
Accrued interest -
9,927.40
8.26
30,029.10
611.00
$5,000 Bond - Hempfield PA School District Lancaster County
Maturity: 10/15/1998 - 6.550% @ 100.3335
Accrued interest -
$5,000 Bond - Otto Eldred PA School District
Maturi ty: 9/1/1997 -- 5.60% @ 100.8005
Accrued interest -
$25,000 Bond - Pennsylvania Convention Center Auth. Rev.
Maturity: 9/1/1997 - 6.40% @ 102.5985
Accrued interest -
$15,000 Bond - Pennsylvania Convention Center Auth . Rev .
Maturity: 9/1/1999 - 6.50% @ 106.381
Accrued interest -
$30,000 Bond - Pennsylvania Housing Financial Agency
Maturity: 7/l!1998 - 5.00% @ 101.357
Accrued interest -
$15,000 Bond - Pennsylvania St.
Maturity: 10/15/1998 - 5.40%
Accrued interest -
$25,000 Bond - Pennsylvania St.
Maturity: 6/15/2002 - 5.00%
Accrued interest -
$30,000 Bond - Pennsylvania St.
Maturity: 12/15/1997 - 6.10%
Accrued interest -
$30,000 Bond - Pennsylvania St.
Maturity: 11/15/1997 - 5.40%
Acorued interest -
5,016.68
115.53
5,040.03
133.00
25,649.63
760.00
15,957.15
463.13
30,407.10
212.50
15,024.45
285.75
25,465.25
232.64
30,659.10
340.58
30,533.70
436.50
$20,000 Bond - Phil adelphia PA Water & Wastewater Rev.
Maturity: 6/15/2002 - 5.00%
Accrued interest
Sub-total fran additional sheet
TOTAl. (AI,_~_!nter on line 5, Re~~lot1on
20,290.60
186.11
985,363.10
--~_._.._..
S 1,233,148.29
._--_.._._-~-~..-----
IAtlach additIonal 8V~" )( 11" .heer, 1f more 1paCft h noeded,l
HEURING. TRU
ITEM THREE. Dispositive Provisions After my Death. Upon my death while the Trust
continues, the Trustee shall be permitted and directed to distribute to the Executor of
my Estate any funds necessary to pay and discherge any admin.istrative expenses, taxes
or any other debt or liability of my estete or which may be necessary to be paid to my
executor in order conclude administration of my estate, such funds to be paid prior to
distribution of the trust in accordance herewith and provided fLlrther that such funds
shall be payable out of, allocated to or chargeable only against the distributions
directed under Paragraphs Band/or C of ITEH THREE.
I direct that my Trustea shall distribute the then-remaining principal and any
income accumulated thereon combined with any other assets which, by my Last Will and
Testament dated , 1989 have been delivered or paid to Trustee
in accordance therewith as followsl
A. In the event my wife, PAULINE A. MEHRING, is living on the thirty-first (31st)
day following my death, and if the federal estate tax due because of my death wJlI
be reduced by making this gift for her benefit, 1 direct that my Trustee retain, in
TRUST, however, for my wife's benefit, the least amount (based upon the values as
finally determined for federal estate tax purposes) as shall be naeded for the
federal estate tax unlimited marital deduction to reduce the federal estate tax to
the lowest possible figure after full use of all other deductions and credits
allowable in calculating the federal estate tax, except that such amount shall be
calculated without regat"d to the augmenting of my taxable estate by reason of
generation-skipping transfers and without regard for any credit fot" state death
taxes that would not otherwise be payable. Accordingly, I direct thatl
1. If the marital deduction 0[' any similar benefit is allowable with respect
to any property, including property held by entireties, which my husband has
received prior to my death or at my death will receive otherwise and pursuant
to this ITEM 3, Paragraph A, the value of such property shall be taken into
consideration in calculating the size of the gift under this ITEM THREE,
Paragraph A.
2. No property ineligible for the marital 'deduction or any similar benefit
shall be distributed to this gift for my wife, PAULINE A. MEHRING, pursuant to
this ITEM THREE, Paragraph ^.
'MEHRING. TRU
3. Either cash or investments or both may be allocated to this gift
under this ITEM THREE, Paragraph A.
4. Any property allocated ut~er this ITIM THREE, paragraph A in kind
shall be valued at the value at which it is finally included in my
gross estate for federal estate tax purposes, provided that the
aggregate market. value thereof on the date of allocation (plus the
value is finally determined for federal estate tax purposes of aU
other property qualifying for the marital deduction) is at least equal
to the dollar value of the marital deduction as finally determined for
federal estate tax purposes.
5. My wife, PAULINE A. MEHRING, shall be paid the entire income from
the principal in such periodic installments as the Trustee shall find
convenient, but at least as .often as quarter-annually.
6. My wife, PAULINE A. MEHRING, is hereby given a power to appoint by
Will to her estate or to others, in such manner and for such estates
as she may appoint, oxer.'cisable only by specific reference by her
alone and in all events over the principal of this Trust.
7. As much of the principal of this Trust as the Trustee may from
time to time think advisable for the support of my wife or during
illness or emergency shall either be paid to her or else applied
directly for her benefit by the Trustee.
8. In addition to the above provisions, my wife, PAULINE A. MEHRING,
shall have the power to withdraw such amounts from principal as she
shall desira from tima to tima including tha entire exhaustion of
principal.
9. If my wife, PAULINE A. MEHRING, shall fail, either wholly or in
part, to axercise effectively the power of appointment creeted in the
preceding Section 6, the unappointed principal shall ba added to, and
thereafter treated as a part of, the Trust estate passing under
MEHRING.TRU
i
,
I
I
I
i
I
I
I
i
I
I
I
.1
i
I
I
I
J
l1'EM THREE, P~r~gr~ph a hereof, provided that the Trustee shall first
deduct and pey to the personal representative of my wife's estate an
amount equal to the increase in federal and state death taxes and any
increased administration expenses which her estate will have to pay
because of the inclusion of the principal of this Trust in her estate
for tax or administration purposes.
10. If any provision of this Trust shall result in depriving my
estate of the marital deduction for federal estate tax purposes, such
provision is hereby revoked and this Trust shall be read as if any
portion thereof inconsistent with the allowance of the marital
deduction for federal estate tax purposes is null and void.
8. In the event my wife, PAULINE A. MEHRING, is lIving on the thirty-first
(31st) day following my death, 1 direct that my Trustee shall retain in
separate TRUST, the balance of the then-remaining principal, income
accumulated thereon, and any other assets which, by my Last Will end
Testament, have been delivered or paid to Trustee, for the following uses
and purposes.
1. To pay the net .income therefrom to my wife, PAULINE A. MEHRING,
for and during her lifetime, in such periodic installments al) my
Trustee shall find convenient, but at least as often as quarter
annua lly.
2. As much of the principal of this trust as Trustee 1.11 its sole
discretion may think advisable for the support of my wIfe or during
illneSS or emergency, shall either be paid to her or else applied
directly for her benefit by the Trustee after taking into account her
other readily available assets and sources of income and suppoit.
3. My Trustee may apply the net income of this Trust for the support
of my wife, PAULINE A. MEHRING, should she by reason of age, illness
or other cause in the opinIon of the Trustee be incapable of
disbursing it.
MEHRING.TRU
In the event that any of these beneficiarias, RITA HUDZINSKI,
NEVIN MOHLER, LARRY MOHLER, EVELYN F. (IEAGY, GOLDIE. MOHLER, and
WENDY ANN CAJ.1PBELL is not living at the time for distribution, I
direct. t.hat such beneficiary's share shall be dist.ribut.ed in
accordance wit.h It.em III, Paragraph C, SecLion 2 hereof.
f. In the event that any of the beneficiades named in ITEH III,
Paragraph C, Subparagraph 1, Sections a-e, of this Trust shall
have received a distribution as a beneficiary under the Will or
any Trust created by my wife, PAULINE A. HEURING, I direct that
the distribution set forth herein shall be reduced by such
amount.
2. The entire balance of the then-remaining principal and any income
accumulated thereon, I direct that my 'fruDtee distribute unto my stepson,
RONALD L. FINKENBINDER, and unto my stepgrandchildren named as follows: THOMAS
CHARLES FINKENBINDER, JODY BE'ffl FLEMING and LINDA JO NEL FORTNEY, in equal
shares per capita, but the issue of any of said beneficiaries who predecease me
shall receive the share of such deceased beneficiary by represent.ation per
stirpes.
3. In the event I am not survived by my stepson or any of my
stepgrandchildren above-.named in ITEH THREE, Paragraph C, Subparagraph 2, or
their issue, I direct. t.hat my Trustee distribute the balance of the
then-remaining principal and any income accumulated thereon, unto HOLY SPIRIT
HOSPITAL, Camp Hill, Pennsylvania, to be used only for the acquisition of
equipment for said hospital, at which time this Trust shall termInate.
ITEM FOUR. Right t.o Revoke and Amend. I reserve the right to revoke or
amend this 1'rust, in whole or in part, at any time and from time to time by an
instrument in writing, delivered to the Trustee and intended to take effect
during my lifetime; except that the duties, powers and liabilit.ies of the
Trustee shall not be changed without its written consent, The Trustee reserves
the right, at any time upon thirty (30) days advance written notice t.o me, to
resign the Trust Ilnd delIver the Trust. Est.llt.e to me, after deductinr. therefrom
its fees and any expenses then due and payable.
"V."'Ol<'I'.") '~,~ ~i SCHEDULE G l___
'OMM.ONW"~"I Of "NNSYlVANIA TRANSFERS
INHutlTANCI 'AX InUIiIN
.... . ...__.~".CO-'NT.OIC~!,"-- _.____.__._ PLEASE PRINT OR TYPE
ESTATEl:fF'---'--- '-'-- -'~~-'TiLENUMBER .._-=~~==,===~C"' ..
MEHRING, ~ASPER C. B.
21-96-0806
-'--.---.--- -
!f1.I.~.~c:HWU.L.~~~ST BE C~p~mD AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YE'S'
I1'EM I DESCRIPnON OF PROPERTY TOTAL VA~UE DECO. DOLLAR VALUE '.
.~~8~_I::!-::'0~1~~~~':::'::~'I:::hiP~::'~~:: d:: ollroo.'", EXCLUSION OF ASSET '~h-e-- OF 1%1~~WT~:..__
Mehring, husband and wife, to
Ronald L. Finkenbinder and Patricia C.
Finkenbinder, husband and wife:
June 1996 - Total Gift - $12,566.25
One-half by decedent - $6,283.13
One-half to Ronald L. Finkenbinder
One-half to Patricia C. Finkenbinder
3,000.00
3,000.00
3,141.57
3,141.56
141. 57
141. 56
2.
Casper C. B. Mehring and Pauline A.
Mehring, husband and wife to
Ronald L. Finkenbinder and Patricia C.
Finkenbinder, husband and wife:
~u1y 1996 - Total Gift - $9,000.00
One-half by decedent - $4,500.00
One-half to Ronald L. Finkenbinder
One-half to patricia C. Finkenbinder
3. Casper C. B. Mehring and Pauline A.
Mehring, husband and wife to
Ronald L. Finkenbinder and patricia C.
Finkenbinder, husband and wife:
* November, 1995 - Total G1ft- $12,913.00
One-half by decedent - ~6,456.50
One-half to Ronald L. Finkenbinder
One-half to Patricia C. Finkenbinder
2,250.00
2,250.00
2,250.00
2,250.00
.
3,000.00
3,000.00
3,228.25
3,228.25
228.25
228.25
4. Casper C. B. Mehring an d Pauline A.
Mehring, husband and wi fe.
July 1996 - Total Gift - $27,000.00
One-half by decedent - $13,2.20.00 .
To:
Jody and Cole Fleming, husband and 3,000.00 2,250.00 -0-
wife. 3,000.00 2,250.00 -0-
Thomas and Kris Finkenb inder, husband 3,000.00 2,250.00 -0-
and wife 3,000.00 2,250.00 -O-
Linda and 18s Fortney, husband and 3,000.00 2,250.00 -0-
wife 3,000.00 2,250.00 -0-
__I
-- '-_
TOTAL (Ailo onlor on II" 7. Rt<ooil,lollon) S 5,239.63
(11 mort .poce t. n"c1,-:I, In.." ocJelillollc' ,hllk 01 .om. 11u.)
AI. 1~111~. I1.Ul
ESTATE OF
ITEM
NUMBER
. ,
J SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANE~U~~~PENSE..~_.. Plea".. Print .o.r. T~pe_
.... r:ILE NUMBER ..---.,-
MEHRING, CASPER C. B. 21-96-0806
------~._._-_._--, --- .-~-,._--
DESCRIPTION AMOUNT
,,~fit>}~
-~~
COMMONWE.....lTH OF PENNSYlVANIA
INHERI1ANCE TAX RETURN
RESIDENT D[Ct:O[Nf
A, Funoral Expense..
1.
2.
Musselman Funeral Home - funeral expenses
Gingrich Memorials - gravcmarker
8,029.00
459.40
1.
B. Administrative COSlsl
2,
3,
4.
C.
1.
2,
3.
4,
5,
6,
7.
8.
Ronald L. Finkenbinder
171 - 28
Personal Represenlallve Camml,,'ons
Social Security Number of Personal Represenlollve:
Veor Comml"lons paid 1997
3946
lo,oon.oo
Attorney Fees - Johnson, Duffie, Stewart & Weidner
10,000.00
Family Exemption
Claimant Pauline A. Mehring
Addre" of Clo1monl at decedenl's deolh
SIreet Address
Cily
Relationship
Wife
3,500.00
SIole __ Zip Code
Probate Fees - Register of Wills - Cumberland County
924.50
Mlscellaneou. Expense"
The Patriot-News Co. - advertising letters
67.10
Cumberland Law Journal - advertising letters
GO.OO
Register of Wills - file Inventory & Inheritance Tax
Return.
Chuck Bricker - household goods appraisal
20.00
fiO.OO
Reserve for close-out costs
7'j.00
TOTAL IAlso enler on line 9, Recapitulotlonl
(II more space Is needed, Insert additional sh.ets 01 sam. ,III,)
Hr J')'" 20
S
.
. ~.-....... \~- ,- .-'
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.
',\, '0.
....,
..
JOHNSON, DUFFIE, STEWART a WEIDNER
P.TTORNEYS "T LAW
301 MARKET STREET
P. o. eoX 109
LEMOYNE, PENN9YLV"NIA '7043
felE.'
Pi
'9Z l'lIIY 23 P~!:"1
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~irst Class Mail
ii-
-
REGISTER OF WILLS OFFICE
CUMaERLAND COUNTY COURTHOUSE
1 CdURTHOUSE SQUARE
CARLISLE PA 17013-3387
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COMMONWEALTH OF PENNSYLVANIA 'L
COUNTY OF CUMBERLAND J
ss:
Ronald L. Finkenbinder
,aing duly ~worn..
is Executor
_ according to law, deposes and says that he
of the Estata of Casper C.B. Mehring
, f Borouah of I.emo'fne C bid C t P d d d I
alo 0 -----~- .----.. 0..-__'0_- _, um ar an oun y, a., acease an t ,ot the
",ithin is on inventory made by Ronald I.. F'inkenbin~~ , the soid Executor
,f the enlire estate of said decaden~, consisling of all the parsonal prop~rly and reol estote, except real eslote outside
.',e Commonweolth 01 Pennsylvania, and that the figures opposite each lIem 01 the Inventory represent II's lair value
II of the date 01 decedent's death.
Sworn to
Md subst:rib.d b.fore me, I,
...~. /}
) "1) x' (j . ';;. . .
,.,,~~" (I.'.x. l.1./{,v\./( ( ",/<<,.,", ,/ i! ~.)
eUl;ufor . Administrator
Ronald L. Finkenbinder
215 West Lisburn Road, Box 65
-",,, """I~ /:J \ 19 97
.~-....." '::'
,-' : ,'--.Q ~
rWIAIIIAL~E L
DIANNE LENIG, Nolary Pulilic
Lomoyno Borouuh Cumborlanll Co
My C~,~~::~~iFxll'r:\~.o.c,~~:~~~.
Bowmansda1e, PA 17008
Add"..
)a~e 01 Death
D.y
Month
Vu,
INSTRUCTIONS
An Inventory must b. filed within three months after appointment of personal representatlvo.
A supplement Inventory must he filed within thirty days of discovery of additional assets.
), Additional sheets moy be ottaohed as to parson ally or realty
See Article IV, Fiduciaries Act of 1949.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU 01 INDIVIDUAL TARES
INIIIIII IMRI :M( 1IlVISlrHi
III p r, ,~t10uO I
HMHf I SBUfW, PA ,I 11 ~1I JuO I
NOTICE 01 INtn:Hl1ANCf' IAR
APPRAISENlNT, AI.LOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT OllAR
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
"'1
1
. .._.."'. _'_"_.m_ .. .~_..__.J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ REU.IN LOWER PORTION FOR YOUR RECORDS ....
ilE"li: iSi;7" EX". AFp. [O'F97"'"NOYi BE" OF " YN'HEiixi iIi-fcE. T"A'X"' A"PPR"A"X SEMENi'";. A 1. .Cowili-fcE "(iri ...... m......."
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CASPER C FILE NO. 21 96"0806 ACN 101
EDMUND G MYERS
JOHNSON ETAL.
PO 8DX 109
LEMDYNE
ESQ
PA 17043
ESTATE OF
MEHRING
TAX RF.TURN WAS I (
I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds lSchadule 81
3. Closely Held stock/Padnership Interest (Schedule C)
4, HortgBg8s/Notos Receivable (5chftdule OJ
5, Cash/Bank Depos! t s/H! sc, Perso"31 Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7, Transfers (Schedule OJ
8. Total A~sets
11 "17 - 9 7
I~EHRIN()
08"22"96
21 96-0806
CUMBERLAND
101
; -~~~~~,~~,~:o~~~l-it.-t~t'l
( X I CHANGED
11)
( 21
( 31
141
(51
I b I
171
.00
,00
,00
.00
1,233,148.29
,00
5,239.63
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral E~pens8s/Adm, Costs/Misc. Expenses (Schedule HI
10. Debts/MQrtgage Liabilities/Lions (Schedule II
]1, TotAl Deductions
12, Net Value of Tax Return
l!. Charitable/Governmental Bequests) Non-elected ql13 Trusts (Schedule J)
14. Net Value of Est.t. Subject to Tax
If an assessment was issued preViously. lines 14. 15 and/or 16. 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15, Amount of Line 14 at Spousal
16. Amount of Un. 14 taxable at
17. Amount of line 14 t.xable at
18, Principal Tax Due
TAX CREDITS',
[~;g(;"k ::~:~'-:J'.';';.~):'~' ~;- ..:...~~, ..~,)
L ' - -L u_ ---L--l
1!-~;}i~1;i:~J:r:;rl =~~. :i ~
. .... TOTAL'DUE ,00 HI
,.----.- '
NOTEI
rat.
Lineal/Class A rat.
Collateral/Class 8 rat.
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
33,195,20
82,66
1111
112)
liS)
114 )
( "I
110 I
liS)
lib)
1171
,00
5,239,63
,00
K .00.
K .06.
X .15.
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I.
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CASPER
C
SEE
DATE
A TT ACHED
11-17.97
NDTlCE
NOTE: To insure proper
credit to your accountj
submit the upper por'ticn
of this form with your
tax payment,
1, 238,387,92.
B.n] 86
___-L~205,l10,06
,00
\,205,110,0~
.00
314,38
,00
314,38
IF TOTAL DUE IS lESS THAN II, Ne PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REf'UND, SEE REVERSE SIDE OF TIllS f'eRH feR INSTRUCTIONS. I