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Home My WebLink About96-00891 1::1111I1' oj m..[,eS~e! II. Perry ul\'l) Imu",,, ,}.\ PETITION nm PIWBATE !Iud GI(ANT OF LETTERS . ;),\ ~. glo- J 9 t . ...._.__ No, 1'0: ____._.__"__ ___ _ . /),'I'('(/wtl. Sodal S"fllril.l' No, 19 j!-O:i- J 19.~ Regblel of Will, for Ihe COllllty ofCt'III.~rJ~!'-,(L_ in Ihc {""I1IlJOllwcalth ()f ))l'lIl1syl\'unia The pClilionof Ihe 1I11l1rl\iglled le,peclflllly reple'enl' Ihal: Ynur pCliliolll'r(s). who blare 1M years of i1l-!l'O( older UlIlhl' CXl'CUlors_________ inlhe ""I will of Ihe ahme den',lrlll. dated ... nllpri1l1. .... ___m._... alld eodidl(,) dale,) .un......_ m....w m .__m namcd . 19.JI.L I'l"h.' H'Ic\illll ~'II\'IlIll'lilll~'l'\. l'.~. ll'lIIl1l.-1allllll. tk..11I III C\l"ulur, ch:.J ()ecendcnt wa, domidled al dealh in....Cumberland._.._ u '_ COllnty. Pcnn,ylvania, with hi", . ""I \'amilyor prindpal rc,idencc al .9.22....Indi,m<LlI.VJ:1 .-1~emoYne. --1?a.-11.ilALL:':::ScriLtC ct:~,It.'',P. J-._... ------- llt,1 'lfl't'I, 111111I11\', ,lIld 1Il1llll'lpal1l)1 ()cecndcnl, Ihcn ~~_ yca" of age, died __..!3.or>J:_elTIQ.I;U:_,.;! 3 ,19 9b , at -14es-..i.ah-V-i.l1agQ.,.-..Mechanicsburg,_E1L-l7.055 . EXCCPI a, follows, dcccucnl did nOlmarry, wa, not divorccd and did nol havc a ehild born or adopled after execulion of Ihc will offercd for prohalc; wa, nOllhc vielim of a killing and wa, nevcr adjudicated incompetcnt: Dccendent at dealh owned propcrty wilh e'lin"'ted value, as follow,: (If domidled in Pa.) All personal propcrty (If not domidled in I'a.) Pcrsonal propCrlY in Pcnn,ylvania (If nOI domicilcd in I'a,) Pc"onal propCrlY in CoullIY Value of real e,lale in Pcnn,ylvania situatcd as rollo",: $ 1 ~n, nnn nn $ $ $ WHEREFORE, pctilioncr(,) re,peelfully rcquc,t(,) thc probatc of the lasl will and codicil(s) presenled hcrewith and Ihe gram of Icllers....Testa~mentarY (lc~lallll'111m>.; ,Hhnini'll,llinn C.I...I.; .uJminimalion d,b,n.c.l.a.) Iheron, i .~ c U ..,- 'G= o:U c ..,0 c';: ..- ~J: l>'~ ~o ;; c .. Vi if ill / ) J,)v'j/ ./ / 1 -;V'.., / {(. i( J 1191 Rn1timor~ Pik~ -!iet.t.y.sburg..-EJI 1 71 ') ~ , ....".../c/-t:.' ... .' <-. 1 .2 l 0-1.,{,<~/ -.-l2-WaLnur , :In/;' _Camp lIi11 PII 17nl1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 0... I'ENNSYI.V ANIA COUNTY 0... ~11berland } l:lS The pelitioncr(,) ahovc.nal!lCd ,wcarl') or afnnn(,) thai lhc stalcmenl, inlhc forcgoing pClilion arc truc and roncet to thc hc,1 of Ihc knowlcdgc and hdid of pctilioncr(,) and that as personal rcpresen- talive(,) of lhc allove dcced.:ut :'ctilioncrl') will wcll ami trul)' ,tdminislcr the estatc aecording 10 law. 'I" ) sw..'orn 10 or aITinncd a.nd ,ull,crihed. t' LU.i 11.0. i 'cu /,I/'~ILJ' b I' ,. "'i d" I I C ore me t liS .._._.::.:....-_~__ a\' 0 . L!2Sj:M:r e~ ~_. --,.., ,199.2.:...... f _,J-:-~ ) _HL ,'{')J:.{ (L(J(P i.:,-~~!li.i.i:.J:j- !I' " t..... ".) ,-} Marv C, Lewis 11<'01.\11'( / _______ /.5- /3'7-- /,'/ . I '" 00' " " - " ~ E No. 21-<J6-B'J 1 Estate of Lesler II. Perry , Deceased DECREE 01- PRODA TE AND GRANT OF LETTERS AND NOW November 7, 19~, in consideration of the petition on the reverse side hereof, satisfactory proof having bcen presented before me, IT IS DECREED that the instrument(s) dated Apr i1 11, 1989 described therein be admilled to probate and flied of record as thc1ast will of Lester H. Perry and Lellers Testamentarv are hereby granted to Jane P. LeVan and John L. perrv_ -- aryMc~d::;J;JP} FEES Probate, Letters, Etc. ,.....,.. $235.00 Short Certificates( 6) . ......... $ 18.00 Renunciation ..,............. $ x-pages(7) $ 21.00 JCP TOTAL _ $ 5.00 Filed .... ..~~~~~.r:.? !,1.~~~. P~!9.Q.. .1nhn To p<>'-'-y 61202 ATTORNEY (Sup. Ct. I.D, No,) 8 south Hanover st., suite 207 ....c",-1; ,,1<>, p1\ 17111l ADDRESS (7171 243-1477 PHONE 'I ,.- lei Called Attorney on Novenber 8,1996 Thi... I' I,' It lllh 11l,lt till 1111"1111,111"11 IWII i.:'\{'ll 1, \'" It' (1\ "'I'll ,! Illlllt ,lIl..1 Ij'lIl Ii \llllll' .IIC ,.I ,k.llb ,Iuh Ilk.! \\ 1111 II$' "" 1,Ill.d Hq;l'" r.ll Tilt 1111,l:IIl.l1, I'll" I, .111 ., III lIt I, 'I \~Il ,It ,1 I,' Illl ',I ,"1 \ il II HI' 'lI.h 1111;\ t 1'.1 "\ 111),tllt III I dllJl~ WARNING: It Is Illegal to duplicate this copy by photostat or photograph, ht, "'1 t11l'o\lIIIII(lIt, 5.'1)11 ,,<Si:iW:~f;>~ "~\. 'r",.r'; ''/~~/'' .'.IfI~ '. ,.,,\?~~ (f:ir!' . .,~ I(..~I' " l~ WI ~ I';'" . ". \~,.",.".~", "'~2~~"i,~ 3783402 :'\:11 , - ./~- ,) "'I:~ ' ((/)Mt./ /("%I.N,'~,'rlt!L. I,,, ,.I Ile'","," c!' srr I ~ !'J:JO l,IIi. : COIIIIONWEALTH OF PENNSYLVANIA' DEPARTIlENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH .. - .... CUmberland co. ...-.' ,,.0 ~-.::~. YOTHlIr'~lfnlMOoJil"""s..1Wl'III . . Agnes Williamson NONMH "~AOOMIS~~""'IlCCdll S. Hanover St., Suite L07 ,,-,"0# .,.....c-y.c.-y L ......- , Rolling Green caretery , KAUI ANO 1oOCN1I0# MCIJTY F\JEra1lbre,324 1lJme1 IW.,Isn:J,re,1YI1'1$13 UClHSl~" ~IIGHf.D ,'t,loN\0t,.-., ... <Male OAfIOl.n'H 11,lor"~"'1 IIKIHl'\ACltc.."'" ~lIIflll""~.lI une 13,1904 Pittsburgh,Pa. "..,,,... Upper Allen 'l\Ip. -".." ""'DlClOlHfl....ll.. UI NUIID.Clf'ICtIt ...0 ",Iii!. 1 . , u...... Pennsylvania '''' DlCI Hr UAL WldGl__"'I'V_ "~"'.--'.""I Execut1ve , cal Insurance mClDUfT'IUAAJHOAOOMIlcs._~ Il-.l'GCOdII OlCIDlHTI oe....... .......... - ~....- ,.. ....... OAfIOllClll'Oi'flOH ~.o..,...., o 5ept.26,1996 .. rtMDN ACTlNlJ AI IUCH .... HUUIlII 013163-L ""-'1......0 ....-::-'1~...-......._.....w"'*".... . I: DUlTOIOAASACCIN!lI.OJ(HClOf). 0UI101OA AS ACOfSlOJ(HCI CWl --........ MAMC"'Of~K --......... """'"""''''....... - ~ "'l>IR><f -. 0 ..~ ...0 ",0 .... 0 - '....- eo............~ - - QIl1lP11ll1lCJod....... ~'"'IIClAIl,.,.,-~_Gl..._........~_......__......_~....m .............,.,............--.............:.,....-......... ......,.. ......., .,....."................,......,. " .'fle Q.NC)CUTInWCII'H'lICAM".......tlDIl~...._W\IrfleIO~"'-... ............., ............__.. ......,..................... Ie N ........,...._............" .... ....... ..., ..." ~""",/,II IUlI..I......,. KlC\ALKCLIAIT'fMJWIlIl ..192 -05 Wlti te """".......... 11-- ~__,..,.... Iro<1s:n Carlisle PA 17013 w;)rf.~.....z.-c- - N.lN\ID .. ...0 ",0 I==- l-.,..... I ""'" a: 0IfW............-....... N ..........Il_~_....1l1'lltlO'1 TIUIO#.uuIlT IMA.IfIIYRWOM' OlIClUel~ftUrfOCCUl'lND ... 0 ",0 o I/V\.IO ,- N' o . ;) if3E: frIWolIA#tOAOOfII"OIf1.~wttOWUf'\.lfIOtAUlI ;)" l""'tn'YPlorl"ml ~..... o " Au) rZ6NC t:. (..nV\i\\e:.eM . f ~e CWI'lLIOI_ 0.,_, olJ- I tj 9 i' .. 't' ~17lJlj . LAST WILL l.NO TESTAMENT OF LESTER II. PERIU I, LESTER H. PERRY, of Lemoyne, Cumberland County, Pennsylvania, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any Wills and Codicils by me at anytime heretofore made. ITEM I. I order and direct that all my just debts and funeral expenses be paid out of my estate by my co-Executors hereinafter named as soon as may conveniently be done after my death. ITEM II. If my wife, MARGARET K. PERRY, survives me by as many as thirty (30) days, I give and bequeath to her all of my tangible personal property, including furniture, furnishings, jewelry and personal effects and also including any automobile or automobiles, together with the pOlicies of insurance carried thereon. If my wife, MARGARET K. PERRY, does not survive me by as many as thirty (30) days, then I give and bequeath all of the aforementioned tangible personal property to my daughter, JANE PERRY LEVAN, and my son, JOHN L. PERRY, who shall divide such tangible personal property between them in such equitable manner as they may agree upon. Any of this tangible personal property which cannot be divided between them by agreement shall be divided between them by lot. .. If either of my children has predeceased my wife, then I give and bequeath all of the above-mentioned tangible personal property to the one who has survived her. If both of my children have predeceased my wife, then all of the aforesaid tangible personal property shall be treated as part of my residuary estate. , ~ ITEM III. If, at the time of my death, I am the sole owner of all or any part of the three lots of land on which my place of residence is presently located and which are described in deeds recorded in the Office of the recorder of Deeds of Cumberland County in Deed Book "F", Vol. 15, Page 125; in Deed Book "N", Vol. 12, Page 129; and Deed Book "F", Vol. 21, Page 905, then I give and devise all of such land and any buildings 'j ( constructed thereon, to my daughter, JANE PERRY LEVAN, and my son, JOHN L. PERRY, in equal shares, as tenants in common. ITEM IV. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or i ! mixed, of whatsoever kind and wheresoever situate, to DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Dauphin County, Pennsylvania, as Trustee under a Revocable Trust Agreement which I entered into with it under date of December 14, 1984, my said residuary estate to be held and administered by such Trustee in accordance with the terms and conditions of that Revocable Trust Agreement, as it may be amended from time to time. -2- '\ ITEM V. If my wife, MARGARET K. PERRY, does not survive me, I elect not to exercise the power of appointment granted to me under Article IV of the Revocable Trust Agreement entered into December 17, 1984, between my wife, MARGARET K. PERRY, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY and variously amended thereafter. Rather, I prefer that any principal remaining at the time of my death in Trust A established for my benefit under that Agreement, shall be distributed as provided for in that Agreement in the event of a default in the exercise of the power of appointment. ITEM VI. My Executors shall make appropriate arrangements for the payment of all estate, inheritance or transfer taxes (including any interest and penalties thereon) imposed by reason of my death, such payments to be made either out of my testamentary estate or out of assets comprising Trust "A" provided for under my aforesaid Revocable Trust Agreement, in such manner as may be considered to be most advantageous to the Trust Estate; it being my wish, however, that any bequests under ITEM II of this will shall be free of any such taxes. Any estate, inheritance or transfer taxes on future interests may be paid at such times as my Executors and the Trustee under my aforesaid Revocable Trust Agreement deem advisable. ITEM VII. I hereby nominate, constitute and appoint my daughter, JANE PERRY LEVAN, and my son, JOHN L. PERRY, as Co- Executors of this my Last will and Testament. If either of them -3- should prove unable or unwilling to act as a Co-Executor hereunder, the other is hereby authorized to act alone as Executor in administering my estate. ITEM VIII. I expressly authorize and empower my Executors in their absolute discretion: (a) To invest and reinvest all or any part of my estate in such stocks, bonds, securities or other property, real or personal, as may be deemed proper, without being confined to the investments prescribed by statute as legal investments for fiduciaries. (b) To sell real and personal property at public or private sale, both for purposes of administration and distribution, for such prices and upon such terms as to cash and credit as may be deemed proper, without liability on the purchasers to see to the application of the purchase money. (c) To lease real property and to mortgage, develop, repair, improve, exchange or join in the partition of real property. (d) To exercise any SUbscription, purchase or conversion right in connection with any security held hereunder and to consent to or participate in any reorganization, consolidation, or merger in any corporation, company or association, the securities of which may be held hereunder. -4- (e) To compromise any claim, by or against my estate without the consent of any beneficiary. (f) To carry investments in the name of a nominee or nominees. (g) To borrow money from any lender, and to pledge any assets of my estate as security therefor. (h) To make any distribution hereunder, either in kind or in money, or partially in kind and partially in money. (i) Vote in person or by proxy, any securities held in my estate. (j) Keep reasonable amounts of cash in bank uninvested. (k) To do all other acts necessary or desirable for the proper management, investment or distribution of my estate. ITEM IX. If I and my wife should die simultaneously or under circumstances which would make it difficult to determine . I ; ! who died first, it is directed that my wife shall be deemed to have survived me for the purpose of this Will and the Trust herein provided. ITEM X. No interest of any beneficiary under this Will or any Codicil hereto shall be subject to anticipation or to voluntary or involuntary alienation. -5- IN WITNESS WHEREOF, I, LESTER H. PERRY, Testator, have to this Last will and Testament, written on six (6) sheets of paper, set my hand and seal this 1\ "-h day of April, 1989. Signed, sealed, published and declared by the above- named, Lester H. Perry, as and for his Last Will and Testament, in the presence of us who have hereunto subscribed our names at his request as witnesses thereto, in the presence of the said Testator and of each other. '- ")\')CUJ f\... 'A. r (j.ft1(11 oR ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) /0,;1,,, fl ~ (SEAL) -:JIrchtj! I iijJjJ -6- , .'IJ'.~ ,:.A'~ ~:,~~;'[..; I ~;I" ~\ ' ,.;tel I ~J I l~"~;:, 0:.'(, ;4'~'" t.",'. ',) J I ;':';; i ;, 1 I j J i'! i -'i'_' 1 tl' "11 ,i," ! -/.-":_'11 ;,'),A I ;>11 :>11 .'~ I, '-,. "~1 .1 ,...j Ll ~''''j ;;"1 (;;::-1 <'r ".1 ;j:.ed :( 1~,i ~' I, "'j' ~J4: ;-:;ti }j :,:1 " I "1 .' AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF \.JJ".~'cl ~,,' . ~~ . . SS. we,~J~"'~ C.,-"Sl~;'t;. and h'~-,- ''', Y'~"-J , the witnesses whose names are signed to the foregoing will as witnesses, being duly qualified according to law, do depose and say that we were present and saw the Testator, Lester H. Perry, sign and execute the Will as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as a witness; and that, to the best of our knowledge, the Testator was at that time of sound mind, and under no constraint or undue influence. Sworn or affirmed to and '.5Y'acc^'-. '/). r'r1 f) It! i lJ<ffi -:if ( ,lW :1I17~j 1 kJ subscribed to before me by ~... '\," c..,,,,,J;.J. :.....t:.-. and '-' \\.M...h..,- I\'. "Y-v--J.. "-.1 (...) this \\~~ day of April, 1989. ~~ '~-I-L. ~~ .,~_ NOTARY PUBLIC~ '~ My Commission Ex ires: NOTARIAl.srAl DIAlIHE LENIG. IIOTARY PUBLIC -8- LOOYNE IlOIlO. ClI4IlERUND CO. NY CDHNISSIDN EXPIRES DEt. 21. 1989 . ~ ....~~'1'...~,.,.",;v"'".....'_ 1.""_'. :,~~<"" :';;1.;~~i.f..;,:-';;~.l;,-(;:dW~~:yj"'j;::.,'t,,,.'/,~>"""'''~,' ,,~^.. _.''''~_ ,_ ..' fOR DAlnOf DIAIII AmR 12/J1191 CHICK HIRl ,,~:J~:rC\ INHERITANCE TAX RETURN i~OAv:;~yU~:~DIlI~ CLAIMID ....If/J- RESIDENT DECEDENT Ifill NUMBIR COMMO~~'::\~W,\'l!.'~:~~~,W""A (WTOI BHERFIGLEID EINR DOUFPWLlICLALST)E I' .~ J - 'It "AR",m:b ~~\'):" 0601 TEST COUNTY COOL 'IAR OI(~~;~~~1 H~~~'~:;O~I:J~lll'jl'IAq 101~~;' ~~~~~Ii1A~(~I\\A:~UC ----- ~Q(iiiSTcUIlITY PHJ"'''' - -- --- -IIlA" 01 VIAll! 10AII UI ~lllllt Lcmoync, PA 17043 192-05-3194 9-23-9(; 6-13-04 ("." Cumberland ~I """("'111 lU'W'W Ifl.. "oou, 1<"1'1'.0.\1 1'\' "",J" Il~" ", "'II )\OCIAI !lICUIl1!' "u~p,J II '\ "","Gutll III {I 1;'1 U 1\!1 1I~\I"U('IOt.\1 Perry, Margaret K. 206-36-9893 $ 460,863.65_ ~..~ 1. Original Relurn [ 1 2 Supplemental Return : J 3 Remainder Relur" (lor dale' of death prior to 12.13.821 o 4. limited hlDle [ j 40. Fulure Inlere,l Compromi\e I"] S. Ft1derol E\loIO Tax Relurn Required llor dole' of dealh alter 12.12.82) o 6. Decedenl Died Te"ale XX 7. Decedent Maintained 0 living Tru't IAllach copy of Will} IAllach copy of Tru't) ALL CORRESPONDENCE AND CONFIDENTIAL T AX INFORMATION SHOULD BE DIRECTED TO. / ~ R[.... 1300 (It 11 'HJ w .... )(~U) u"''' w~u xc9 Ug:CD :c ,... on% Ww "'0 "'z 8~ /~ ... % w o w u w o NAM( John L. Perry Hlf'HON( NUMltl 2.43-1471- % o ;:: :5 ::::> ... a:: .. u w '" 1. Real Ellale (Schedule A) 2. Slack. and Band. (Schedule BI 3. Clo,ely Held Stock/Partnership Intere,1 (Schedule C) A. Mortgage, and Notel Receivable (Schedule 01 S. Cosh, Bonk Depo,ih & Miuellaneoul Penonal Properly (Schedule EI 6. Jointly Owned Property (Schedule F) 7. T,an.le.. (Schedule GI(Schedule LI 8. Total Gran Ane" (tolallinel 1.71 9. Funeral Expense" Administrative Costs. Miuellaneou, Expenles (Schedule H) 10. Deb". Mortgage liabilities. lienl (Schedule I) 11. Total Deductions (totollinel 9 & 10) 12. Net Volue of Eltate (line 8 minUI line 111 13. Charitable and Governmental Bequel" (Schedule JI lA. Net Volue Subiec' 10 Tox (line 12 minulline 13) IS. Spoulal Tranlfe" (for datel of dealh aher 6.30.941 See Inltrudionl for Applicable Percenlage on Rovene Side. (Include value I from Schedule K or Schedule M.) 16. Amounl of line IA taxable 01 6% rote (Indude valuel from Schedule K or Schedule MI 17. Amount of line 14 loxoble 01 15% rote Ilndude value I from Schedule K or Schedule M.l 18. Principol tax due (Add tax from lines 15, 16 and 17.) 19. Credi" Spoulal Poverly Credit Prior Poymenll I. 1, I I( % o ;:: .. ... ::::> ~ :E o u >< .. ... --------- + 61\ IWMB[R _8. Tolol Number of Safe De pal it BOllel COMPt( n MA1tlt~G AOORUS. 8 South Hanover Street, Suite 207 Carlisle, PA 17013 (I) (21 ______________u______ (J) _____~_ ___________ (41 _ ""______ (5)--_----- (61L9, ?SJ.BX ________ (7) _____~_____u $ 9,753.87 -~---~------ $16,797.71 (9) _______"______n___~ (8 ) (101 ------------------- $ 16,797.71 """[=$7-;043.84T (11) (121 (lJI (141 ""["---- ------]--- $ 7,043.87 (15) n_______ (16) [U ,043.87J ._.X. = . .06 = -0:" (17) . .15 = (lBI Di~counl Interell . (191 1201 20. If Line 19 il greoler Ihon Line 18, enler the difference on line 20. gO Ih;, ;.,h. OVERPAYMENT. Check here if you ore requesting 0 r.fund of your overpayment. 1211 121AI 1218) 21. If Line 18 ilgreoler than line 19. enter the difference on line 21. Thi, i, Ihe TAX DUE. A. En!er Ihe interelt on the balance due on line 21 A B. Enler Ihe tOlol of line 21 and 21A on line 218. Thi, i, the BALANCE DUE. Mole. Check Payable 10: Reglat., o. Will..~_~_g~_~_t_~____ -0- ~ ~ BE SURE TO ANSWER ALL QUESTIONS-ON-REVeRSE SIDE AND TO RECHECK MATH -< .;c:------- Under penaltiel 01 perjury. 1 declare tholl hove e.omined !hi, relurn, including n((o';'p~nying Hh-;~T;;-o-~d~;~l;;lTIl'nh. nod 10 Ih(' best ~f -;)'-..~;;:"ll"dge on~rbeliel. il is Irue, correcl and complete_ I dedallt that 011 real e,Iote ho, been wpofled a' trut' mor~('1 ...011.1" O,.tlOlo!'On 01 plepOlf't 0111('1 ,hon !hl' pf'r\Onal rf'presl'nlnti"'e i, bOled on 011 information 0' .....hich p'cporcr ha\ ony I.nowledg.. "~"A~70/~'()'ii';;'G,j'U'i'~- ;::;[:~"";}novcr :;t.,:;uitc 207, C~l"lislc, PA 17013 '''';2/26/97 of'-- lATUir L' p-.lifP",li(ll~ofHf.1"HAiiiiiriii~t-!~:ATI" "'NI~I'.~ [/." / .", . 0/ :1 I i I j " Act #48 of 1994 provides for the reduction of the tax rates Impolod on tho net voluo of tronlfers to or for the ule of the Ipoule. The ratel as prelcrlbed by the Itotute will bo: e 3% (.03) will be applicoblo for eltatol of decedonts dying on or after 711/94 and before 1/1/96 e 2% (.02) will be applicable for oltatel of decedents dying on or after 1/1/96 and before 111/97 e 1% (.01) will be applicable for eltates of decedents dying on or after 1/1/97 and before 111/98 e Spousal transfers occurring on or after 111/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make 0 transfer and: a. retain the use or income of Ihe properly transferred, ....................................................... x b. retain Ihe right to designate who shall use the property transferred or its income, ............... x c. retain a reversionary interest; or ................................................................................... )( X d. receive the promise for life of either payments, benefits or care~ ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death tronsfer property without receiving adequate considerotion~ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration~. .... .............. ......... .............................. ............. ......... .............. ..... X' 3. Did decedent own an 'in trust for' bank account at his or her death~...................................... K IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. I L Ilvlt09lh IIJ"1 W COMMONW!AUH Of ,rNN$'flVANIA INHERITANCe: tAX IUfUlN .ESIOEN'DfCEDENT A. B. C. Jolntly.ownod proporty. . ...' -. ~- .... .'- . . .. . SCHEDULE F JOINTLY.OWNED PROPERTY - ------_._---~---'---- Perry ADDRESS 12 I~alnut Lane Camp iii 11 , PA 17011 . I FILE NUMBER ~ _.._~--_._-_._--_._._--- RELATIONSHIP TO DECEDENT son ITEM LmER DATE rOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST T~NANT JOINT 1. 1991 checking account no: 05120006 1 COl11l1erce Bank Camp Hill, PA 17011 $19,507.74 50 9,753.87 TOTAL (AI.o enler on line 6, Recapitulation) S 9,753.87 ESTATE OF Perry, Lester II. Jolnllononll_)' John L. Perry and Lester II. ------..--------..----- NAME John L. Perry (II more spoce is needed insert additional shee's ot some size} ~ .('\.I)"......lIff ESTATE OF ITEM NUMBER A. 1. __. PleaMPrln. o,~y~~.._.__ . FILE NUMBER ! J..___~.--.--L ~ i-}v ~::'~r}:~ COMMONWfAITtIOf P[t4N!lYLV^t4IA l~m[RllANC( 1." RflURN R[SIDWf O[((owt - .-....-...-. SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Perry, Lester II ---,----_._._..._~_.._---_._---_._.---_...~ . DESCRIPTION --------------- Funeral Exp.n.... Professional Services, Facilities and Autos Casket Minister Death Certificates Interment Fees B. Admlnl.trativ. co.ts: 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 1. Personal R.pre.enlolive Commission. Jane Perry LeVan Social Securily Number of Personal Repre.enlolive: _._.J..8_6-=.2.8._. .-=._6ZJLll_ Veor Commission. paid _'to.be-payed)- 2. Allorney Fee. I John L. Perry, Esquite 3. Family Exemption CI' t Margaret K. Perry R I I' h' alman e a Ions Ip Addre.. of Claimant at decedenl'. deolh Streel Addre.. 922 Indiana Avenue wife City _ Lemoyne Slole ~__ Zip Code 17043 Probale Fee. MI.c.llaneau. Exp.n...: Newspaper notice (Pittsburgh) Estate notice - Patriot News Estate notice - Cumberland Law Journal TOTAL (AI.o enter on line 9, Recapilulotion) (If mar. .poc. I. n.eded, In..'' additional .he.t. 01 .ome .ize.) AMOUNT $2,450.00 $2,950.00 $ 50.00 $ 30.00 $ 695.00 $2,000.00 $4,500.00 $3,500.00 216.41 67.30 60.00 S 16,797.71 REV.IM'} r.."'. (K 'H) '*' SCIIEIHJLE 0 TltANSFEltS TO SURVIVING Sl'OUSE nJMWl)HWJ'.AJmllfMNt.nt...v.lA MIIWfA,.....,..IU""1kH IU.Il"MI"tllllm t~~T^Tt:m' Perry, Lester H. Hlr~ulllbrr i-ART A: Enter the lk'S4-riltCiun and ,,'..Iue Ilf ..III11INts1S, hO,llh l.t\;..hl~ .tnd ntlll.tu.ahl~" r":C.1ullcu IIr l"O,:.tlltlll., (n~lllr d~du~1iHl1s) "hi..:h p.au 10 the lk"\:t&nl'slu(\will'~ s~nlsc h.... "III, inh:1.t.lq:. t1r-:r"lilll1 tlr lAw, III tllh":I"'I~ Descri lion ofilems S ares IT. Rowe Price Associates 200 @ $23.12 2,Dauphin Deposit Corp. 42 @ $28.75 3. Tri-Continental Gorp. 5 @ $24.62~ 4. American Health Props. 220 @ $22.00 5. T. Rowe Price New Era Fund 806.316 @ $25.98 6. T.R.P. International Stock 1,581.76 @ 13.33 7. T.R.P. Growth Stock Fund 587.307 @ $25.93 8. T.R.P. Growth & Income 1,147.466 @ $21.56 9. T.R.P. New Horizon 222.526 @ $23.49 10. T.R.P. Spectrum Growth 681.812 @ $15.15 11. T.R.P. New Income 191.495 @ $8.71 12. T.R.P. Tax Free Income 4,281.956 @ $9.43 13. T.R.P. Spectrum Income 455.473 @ $11.07 14. T.R.P. Prime Reserve Fund 15. Trust, Dauphin Deposit Bank. (see attached) TOTAL Al'IlIlUlI1 $ 4,624.00 1,207.50 123.13 4,840.00 20,948.09 21,084.86 15,228.87 24,739.37 5,227.14 10,319.45 1,667.92 40,378.85 5,042.09 3,053.32 307,179.06 $ 460,86365 Part 1\ TolIl: Enler the amoun1 sM\\l1 on the recapitulOllion shed in the J)f'C'rdrnl Infomlatlon s.."lIolL Election To Suhject Properly To Tal Under Section 2tt3(A) As A Tauhle Transfer Dy This Ilecedcnt. If I trust or simib.r anangcmenl mttU the requirements of S~1ion 211.1(/\). and: I. Thc trust or similar unngcmcnt is listed an SdlCt1ule O. and b. The ",Iue of the ltust or simil.1l llTangcmrot is cnlacJ in "holc or in pM1 as an aMCI an Sdlcdul" n. then the uansferor', penon.al reprtsa\uti\"e flUY spccilically iJ,,-ntify th.: lrust (all ar a frA,,1ional portion or po..'T~CIlIJ&C) 10 ho.: included in the dCf..1ion 10 ha\'e such trust or similar fIl"orcrty uealcd as alanhlc transfer in Ihis n1.1le. If leu tJun the entire \'alue of tJle UUs1 ur similu prnfl'Cl1y is included as a taublc transfer 011 Schct.lule 0, the pcnonal rrprcscnl.11i...c wll he l:ofUidell~d It} h.ne nude the elc,,1ion only as hi a fra,,1inn of the UUst or simil.u arrangement. The nUmcfator of this fraction is tquallo the amount oflhc UUd or similu lUTangemenl included as a L1:u.hlc U$\.1 un Sl2hcdule O. l11C tk-nominator is equal 10 the loLal value ofthc trud or similar arrangenlent. F.U.:crIO~: llo)'ou rlrd umlrr Sc-cllon 11 13(.\) to IN'al u .Iaublt' Innsfrrln Ihls rlt.lr.U ura ptlrtlun of. husl ur Ilmllu arranCtmtnt crralrel for Ihr soil' ust' oflhl, drndrntl, IUI'\ Idnc 'pulU~ur1nc Ihr IUl'\hlncspuuJr'J rnllrr Ilrt'lImr? \'F.~ CJ NO [):C] s'cn"ur<,,!~L 1 /~ 1I.1.Ldll-bL Noll': Uthr r1l'dlon applltJ to mort Ihal1 0111' tnut ur slrnnn u~l,rlllrnl.lh('n II npallllll' fuml mu.'II bf' slgllrd IInd mrd. Part B: Enter the lk'St.-riptil)fl and \'.tlu" (If all int.:rn1s. huth l.1uhlc .and nun.t.txOlhlc, rcg.1frJlcu afll......atinn. (nd of dcJu~1i{lrn) "hich flUS 10 tJle JC\:etknl's lu,,'i\"inl: SJllIUSC fll' "Iudl a Sl.'dillll 2113 (,\) d':,,1i\1I1 is llo.:inr,maJ..:. Descri lion of Hems I rlJ\\lToUl '\mounl .... -. ... .... ~ ARTICLE IV, Paragraph 5: In default of such appointment by Settlor's wife, the principal of Trust "A" remaining at the time of her death shall be distributed and paid over to DAUPHIN DEPOSIT BANK AND TRUST COMPANY, as Trustee under the Amended and Restated Revo- cable Trust Agreement which she entered into with it under date of December 14, 1984, said principal remaining in Trust "A" to be held and administered by the Trustee in accordance with the terms and conditions of that Revocable Trust Agreement, as it may be amended from time to time. ARTICLE VI, Section (b), Paragraph 1: (b) During the l.;.fetime of Settlor I s daughter, JANE, the Trustee shall, during any calendar year beginning with the first calendar year following the year of Settlor's death, pay to her from the principal of this Trust such amounts as she may request in writing, but not exceeding Twenty Thousand ($20,000) Dollars or twenty (20%) percent of the current market value of the assets of this Trust as of the beginning of the calendar year involved, whichever amount is greater. ARTICLE VI, Section (d), Paragraphs 5, 6 and 7: One-third (1/3) of the then remaining principal shall be paid over, absolutely, to the beneficiary involved at the end of five (5) years after the initial distribution from the separate Trust; -2- One-hal: (1/2) of the then remaining principal shall be paid over, absolutely, to the beneficiary involved at the end of ten (10) vears after the initial distribution from the separate Trust; All of che then remaining principal and any undistri- buted income shall be paid over, absolutely, to the beneficiary involved at the end of fifteen (15) years after the initial distribution from the separate Trust. ARTICLE VII, Section (b), Paragraph 1: (b) Du=ing the lifetime of Settlor's son, JOHN, the Trustee shall, du=ing any calendar year beginning with the second calendar year afte= the yea~ of Settlor's death, pay to him from the principal of this Trust such amounts as he may request in writing, but not to exceed Twenty Thousand ($20,000) Dollars, or twenty (20%) percent of the current market value of the assets of this Trust as 0: the beginning of the calendar year involved, whichever amount is greater. ARTICLE VII, Section (d), paragraphs 5, 6 and 7: One-thi=1 (1/3) of the then remaining principal shall be paid over, absolutely, to the beneficiary involved at the end of five (5) years after the initial distribution from the separate Trust; One-hal: (1/2) of the then remaining principal shall be paid over, absolutely, to the beneficiary involved at the end of ten (10) years after the initial distribution from the separate Trust; -3- .~. I I '* 1-- ~ AGREE~IENT AMENDING "REVOCABLE TRUST AGREEMENT" AGREEMENT MADE This 1~/laay of December, 1984, between LESTER H. PERRY of Lemoyne, Cumberland County, Pennsylvania, (hereinafter called the "Settlor") and DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Dauphin County, Pennsylvania, (herein- after called the "Trustee"); WHEREAS, Settlor has established a Revocable Trust by a "Revocable Trust Agreement" dated February 9, 1971, entered into with the Trustee; and WHEREAS, the Settlor subsequently amended the Revocable Trust Agreement by Amendatory Agreements dated December 16, 1974, October 31, 1978 and April 9, 1981; and WHEREAS, Settlor now finds it desirable to further amend that Revocable Trust Agreement and desired amendments are acceptable to the Trustee; and WHEREAS, the right to amend this "Revocable Trust Agree- ment" is reserved to the Settlor by ARTICLE XIII thereof; NOW, THEREFORE, it is mutually agreed between the Settlor and the Trustee as follows: 1. The Revocable Trust Agreement dated February 9, 1971, which has been variously amended as aforesaid, is restated in its entirety, so as to read as follows, effective immediately: . . . THIS REVOCABLE TRUST AGREEMENT, made this day of December, 1984, between LESTER H. PERRY of Lemoyne, Cumberland County, Pennsylvania (hereinafter called the "Settlor"), and DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Dauphin County, Pennsylvania (hereinafter called the "Trustee")' WIT N E SSE T H : That Settlor and Trustee, intending to b~ legally bound, hereby agree as follows: I. TRUST PROPERTY. For good and valuable considerations, the Settlor hereby transfers and delivers to the Trustee the securities and other property listed in the Schedule or Schedules attached hereto, to have and to hold the same, together with any cash, securities or other assets which the Trustee may, pursuant to any of the pro- visions of this Trust Agreement, at any time hereafter hold or acquire, all of such property being hereinafter referred to collectively as the "Trust Estate", which Trust Estate the Trustee shall hold, manage, invest and reinvest and shall collect the income therefrom and shall dispose of the net income and principal as hereinafter set forth. II. DURING SETTLOR'S LIFETIME. During the lifetime of the Settlor, Trustee shall pay to the Settlor all of the net income from the Trust Estate, in monthly or other convenient installments. If, in the opinion of the Trustee, the Settlor at any time should become incompetent, -2- " . 4i IV. TRUST "A" ESTABLISHED AT SETTLOR'S DEATH. After setting aside the assets that are to comprise Trust "A", Trustee shall hold and administer Trust "A", in trust, and shall pay the net income therefrom to Settlor's wife, in monthly or other convenient installments during the term of her life. If, in the opinion of the Trustee, Settlor's wife should at any time become incompetent, or for any other reason should be unable to act in her own behalf, Trustee may, in its absolute discretion, pay to or apply for the benefit of Settlor's wife such amounts from the principal of Trust "A" (up to the whole thereof) as the Trustee determines to be appropriate for her care, maintenance and support. In addition, the Trustee shall pay to Settlor's wife, from time to time, from the principal of Trust "A", such amounts as she shall request in writing, up to a total amount of Twenty Thousand ($20,000) Dollars during any calendar year, beginning with the calendar year succeeding the calendar year in which Settlor dies. Upon the death of Settlor's wife, Settlor's Trustee shall pay over and distribute any principal of Trust "A" then remaining, in such amounts or shares and upon such conditions, in trust or other~ise, as Settlor's wife shall have appointed by her Will, executed on or after the date of this Agreement, to -4- " . her estate or to or for the benefit of one or more of that group of persons, which includes every person who is an issue of Settlor, the spouse of an issue of Settlor or the surviving spouse of an issue of Settlor, or any organization, the gifts to which are deductib:p. for the purpose of determining Federal Estates taxes. No purported exercise of this power of appointment shall be valid unless it includes specific reference to this inst=ument. In default of such appointment by Settlor's wife, the principal of Trust "A" remaining at the time of Settlor's death shall be distributed and paid over to DAUPHIN DEPOSIT BANK .:I,ND TRUST COMPMIY, as Trustee under the Amended and Restated Revocable Trust Agreement which Settlor entered into with it unde= date of December , 1984, said principal remaining in Trust "A" to be held and administered by the Trustee in accordance with the terms and conditions of that Revocable Trust Agreement, as it may be amended from time to time. V. TRUST "B" ESTABLISHED UPON SETTLOR'S DEATH. After setting aside the assets that are to comprise Trust "B", the Trustee shall hold and administer T=ust "B", in trust, and shall pay to Settlor's wife, MARGARET K. PERRY, during her lifetime, in monthly or other convenient installments, so much of the income of Trust "B" and, if the income is not suffi- cient, so much of the principal of Trust "B", after considering all other financial resources of Settlor's wife, (especially those available to her under Trust "A") as it may, in its absolute -5- " . disr.retion, determine to be appropriate for her care, maintenance or support. In addition, the Trustee shall, during any calendar year, beginning with the calendar year following the year of Settlor's death, pay to her from the principal of Trust "B", such amounts as she may request in writing, but not to exceed Five Thousand ($5,000) Dollars or five (5%) percent of the current market value of the assets of Trust "B" as of the beginning of the calendar year involved, whichever is greater. Upon the death of Settlor's wife, the remaining prin- cipal and any undistributed income of Trust "B" shall be divided into two equal parts, one of which (hereinafter referred to as the "Trust for Jane") shall be held for the benefit of Settlor's daughter, JANE PERRY LEVAN, and administered and distributed as set forth in Section VI hereof, and one of which (hereinafter referred to as the "Trust fo):' John") shall be held for the benefit of Settlor's son, JOHN L. PERRY, and administered and distributed as set forth in Section VII hereof. VI. TRUST FOR JANE. (a) During the lifetime of Settlor's daughter, JANE, the Trustee shall pay to her in quarterly or other convenient installments all of the income from this Trust. Any capital gains distributions made with respect to shares of Mutual Funds held in this Trust shall not be considered as income for the purposes of this Trust. -6- I 4 -. ... -~ .- '" . , (b) During the lifetime of Settlor's daughter, JANE, the Trustee shall, during any calendar year beginning with the first calendar year following the year of Settlor's death, pay to her from the principal of this Trust such amounts as she may request in writing, but not exceeding Five Thousand ($5,000) Dollars or five (5%) percent of the current market value of the assets of this Trust as of the beginning of the calendar year involved, whichever amount is greater. In addition, the Trustee shall have the power, in its absolute discretion, to pay to Settlor's daughter, or to apply for her benefit, such amount from the principal of this Trust as it may, from time to time, deem necessary or~visable to enable her to maintain a standard of living substantially equal to that which she is enjoying at the time of Settlor's death. (c) Upon the death of Settlor's daughter, JANE, or upon Settlor's death if Jane should not survive him, the principal and any undistributed income of this Trust for Jane shall be divided among her than living issue, per stirpes, but shall be retained in trust so that the share allocated to each such then living issue shall be held in a separate Trust for that issue. If there be no such living issue of Settlor's daughter, JANE, then the principal and any undistributed income of this Trust for Jane shall be divided among Settlor's then living issue, per stirpes, but shall be retained in trust so that the share allocated to each such then living issue will be held in a separate Trust for that issue. -6-A cfli. rp- Ih .17, / q gf . - (d) The income from each such separate Trust shall be paid in quarterly or other convenient installments to or for the benefit of the beneficiary involved. My Trustee, in its absolute discretion, may pay, apply or use so much of the principal of each such separate Trust as it may deem advisable for the reasonable support, maintenance or welfare of the person for whom the separate Trust is established. The Trustee shall make distributions from each such separate Trust as follows: One-fourth (1/4) of the principal shall immediately be paid over, absolutely, to the beneficiary involved, provided that he or she is at least twenty-one (21) years of age at the time the separate Trust is established; if not, upon his or her attain- ment of the age of twenty-one (21) years; One-third (1/3) of the then remaining principal shall be paid over, absolutely, to the beneficiary involved at the end of five (5) years after the establishment of the separate Trust; One-half (1/2) of the then remaining principal shall be paid over, absolutely, to the beneficiary involved at the end of ten (10) years after the establishment of the separate Trust; All of the then remaining principal and any undistributed income shall be paid over, absolutely, to the beneficiary involved at the end of fifteen (15) years after the establishment of the separate Trust. -7- ~ ~. .,- . . (e) If any beneficiary of any separate Trust under this Section should die during the continuation of the Trust provided for hereunder, the principal and any undistributed income of that separate Trust shall be paid over, absolutely, to the deceased beneficiary's then living issue, per stirpes, and if there be no living issue of such deceased beneficiary then surviving, then to Settlor's then living issue, per stirpes. (f) If it should develop after the establishment of a Trust or Trusts under this Section VI that there are no longer any issue of the Settlor surviving, then the entire remaining principal of any such Trust or Trusts and any undistributed income shall be distributed, share and share alike among the following: Blanche Knowlson Gensler, my sister-in-law, if the surviving; Charles A. Perry, my brother, if then surviving; Elizabeth Perry Phillips, my sister, if then surviving; Wilma Knowlson Swanson, my sister-in-law, if then surviving; Trinity Lutheran Church of Lemoyne, Pe~nsylvania; and the Unitarian Church of Harrisburg, Pennsylvania. Any amounts received hereunder by either of the afore- mentioned two churches shall be used to the extent reasonably feasible, to provide for facilities for the elderly members of their respective congregations which will assist them in attending or participating in worship, educational or social activities of the Church, which are not readily available to such members from the members of their own families, from friends, from social service -8- -'.. '. . . organizations or from governmental agencies. ITEM VII. TRUST FOR JOliN. (a) During the lifetime of Settlor's son, JOHN, the Trustees shall pay to him in quarterly or other convenient installments all the income from this Trust. Any capital gains distributions made with respect to the shares of Mutual Funds held in this Trust shall not be considered as income for the purposes of this Trust. (b) During the lifetime of Settlor's son, JOHN, the Trustee shall, during any calendar year beginning with the first calendar year after the year of Settlor's death, pay to him from the principal of this Trust such amounts as he may request in writing, but not to exceed Twenty Thousand ($20,000) Dollars, or twenty (20%) percent of the current market value of the assets of this Trust as of the beginning of the calendar year involved, whichever amount is greater. In addition, the Trustee shall have the power, in its absolute discretion, to pay to Settlor's son, or to apply for his benefit, such amount from the principal of this Trust as it may, from time to time, deem necessary or advisable to enable him to maintain a standard of living substantially equal to that which he is enjoying at the time of Settlor's death. (c) Upon the death of Settlor's son, JOHN, or upon Settlor's death, if John should not survive Settlor, the principal and any undistributed income of this Trust for John shall be -9- . -. ... ... . . divided among his then living issue, per stirpes, but shall be retained in trust so that the share allocated to each such then living issue sahll be held in a separate Trust for that issue. If there be no such living issue of Settlor's son, John, then the principal and any undistributed income of this Trust for John shall be divided among Settlor's then living issue, per stirpes, but shall be retained in trust so that the share allocated to each such then living issue will be held in a separate Trust for that issue. (dl The income from each such separate Trust shall be paid in quarterly or other convenient installments to or for the benefit of the beneficiary involved. My Trustee, in its absolute discretion, may pay, or apply or use so much of the principal of each such separate Trust as it may deem advisable for the reasonable support, maintenance or welfare of the person for whom the separate Trust is established. The Trustee shall make distributions from each such separate Trust as follows: One-fourth (1/4) of the principal shall immediately be paid over, absolutely, to the beneficiary involved, provided that he or she is at least twenty-one (21) years of age at the time the separate Trust is established; if not, upon his or her attainment of the age of twenty-one (21) years; One-third (1/3) of the then remaining principal shall be paid over, absolutely, to the beneficiary involved at the end -10- II .., -', ... ..... . . of five (5) years after the establishment of the separate Trust; One-half (1/2) of the then remaining principal shall be paid over, absolutely, to the beneficiary involved at the end of ten (10) years after the establishment of the separate Trust; All of the then remaining principal and any undistributed income shall be paid over, absOlutely, to the beneficiary involved at the end of fifteen (15) years after the establishment of the separate Trust. (e) If any beneficiary of any separate Trust under this Section should die during the continuation of the Trust provided for hereunder, the principal and any undistributed income of that separate Trust shall be paid over, absolutely, to the deceased beneficiary's then living issue, per stirpes, and if there be no living issue of such deceased beneficiary then surviving, then to my then living issue, per stirpes. (f) If it should develop, after the establishment of a Trust or Trusts under this Section VII, that there are no longer any issue of the Settlor surviving, then the entire remaining principal of any such Trust or Trusts and any undistributed income shall be distributed, share and share alike, among the following: Blanche Knowlson Gensler, my sister-in-law if then surviving; Charles A. Perry, my brother, if then surviving; Elizabeth Perry Phillips, my sister, if the surviving; Wilma Knowlson Swanson, my sister-in-law, if then surviving; Trinity Lutheran Church of Lemovne, Pennsylvania; and the Unitarian Church of Harrisburg, Pennsylvania. -11- . . Any amounts received hereunder by either of the afore- mentioned two churches shall be used to the extent reasonably feasible, to provide for facilities for the elderly members of their respective congregations which will assist them in attending or participating in worship, educational or social activities of the Church, which are not readily available to such members from the members of their own families, from friends, from social service organizations or from governmental agencies. ITEM VIII. MINOR BENEFICIARIES UNBORN AT TIME OF SETTLOR'S DEATH. Notwithstanding anything herein contained to the con- trary, whenever, pursuant to the provisions of this Trust Agreement, all or any part of the principal of any Trust shall vest under Section VI or Section VII in absolute ownership in a person who was not yet born at the time of Settlor's death and who is a minor, the Trustee is authorized and empowered, in its absolute discretion, to hold the property so vested in such minor, or any part thereof, in a separate fund for the benefit of such minor, notwithstanding that such property may consist of investments not authorized by law for trust funds, and during the minority of such minor to accumulate the net income and, in its absolute discretion, to pay to or apply for the benefit of such minor, from time to time, such sums from the p~incipal and such income as, in its absolute discretion, it may deem necessary or advisable to provide for the care, maintenance and support of such minor, irrespective of the other resources of such minor or his or her parents. When -12- . ~ XI. TRUSTEE'S POWERS DURING SETTLOR'S LIFETIME. In the administration of the Trust Estate, the Trustee shall have the following powers during the lifetime of the Settlor: (al The Trustee shall retain as an investment, unless and until the Settlor by a writing delivered to the Trustee shall otherwise direct, ali of the securities and other property originally assigned, transferred, or delivered to the Trustee hereunder or at any time forming a part of the Trust Estate, whether or not such securities or other property be of the charac- ter authorized by the laws of the Commonwealth of Pennsylvania for the investment of trust funds. (bl The Trustee shall purchase, sell, lease or alter any investment held under this Trust Acreement, only in accordance with written directions received by it from the Settlor, whether or not the investment shall be of the character authorized by the laws of the Commonwealth of Pennsylvania for investment of trust funds. Without intending in any way to limit the powers conferred upon the Trustee by this Section, the Trustee is specifically authorized and empowered to retain as investments of the Trust Estate, or, upon receiving a direction in writing from the Settlor so to do, to invest the whole or any part of the Trust Estate in common or preferred stocks, or both, of any one or more corporations, or in any non-income producing securities or other property, or in any so-called wasting investments. -14- i / , , . . (c) Provided that it shall have attempted in good faith to comply with the written directions received by it from the Settlor, the Trustee shall not be responsible or liable in any way for any action taken with respect to any investment of the Trust Estate, or for any loss or depreciation resulting from the purchase, retention, sale, exchange, lease, or alteration of any investment, or from any want of diversification of the investments of the Trust Estate, and shall have no duty to advise anyone with respect to the desirability of any such action. The Trustee shall be entitled to assume that the Settlor remains alive until it shall have received notice in writing of the Settlor's death. (d) If, at any time during the Settlor's lifetime, the Settlor shall deliver to the Trustee a notice in writing signed by the Settlor stating in substance that the Settlor relinquishes the powers reserved by him in the foregoing Subsec- tions (a) and (b), or, if at any time during the Settlor's lifetime Settlor should be declared legally incompetent for any reason, then the aforesaid powers reserved to the Settlor will cease and terminate and, from and after the delivery of such notice or from and after such declaration of such incompetency, the Trustee shall have those powers with respect to the Trust Estate given to it under Section XII hereof. -15- . .. , ,. . . XI I. TRUSTEE I S POWERS AFTER SE'rTLOR I S DEATH. In the administration of the Trust Estate and any Trust provided for hereunder, the Trustee shall have the following powers during the lifetime of the settlor, to the extent not inconsistent with the provisions of Section XI hereof, and shall have the following powers without restriction, either after the delivery of the notice referred to in Subsection (d) of Section XI hereof, or after the declaration of incompetency referred to in that subsection or after the death of the Settlor: (a) To retain, whether originally a part of the Trust Estate or subsequently acquired, and to purchase or otherwise acquire and to retain, any property, whether or not such property is authorized by law for investment by fiduciaries, or is un- secured, unproductive, or of a wasting nature, all without diversification as to kind and amount. (b) To transfer, sell, exchange, partition, lease mortgage, pledge, give options upon, or otherwise dispose of any property at any time held by it, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and conditions, with or without security, and for such price, as it may determine. (c) To determine how all dividends or distributions made with respect to .the ownership of shares in Mutual Funds or other similar organizations shall be credited, charged or -16- , /. " . . , , ,/ I r , . . . apportioned between principal or income, without regard to the general rules of law with respect thereto. (d) To extend, modify, or waive the terms of any bond and mortgage at any time forming part of any Trust; to foreclose any such mortgage or take title to the property securing it by deed in lieu of foreclosure or otherwise; to protect or redeem any such property from forfeiture for non- payment of taxes or other liens: and generally to exercise as to such bond and mortgage or such property all powers that an absolute owner might exercise. (e) To exercise any option, right or privilege to convert bonds, notes, stocks, or other securities, or to subscribe for additional or other bonds, notes, stocks, or other securities; to make such conversions or subscriptions; to make payments therefor, and to advance or borrow money for the purpose of exercising any such option, right, or privilege; and to hold as investments such bonds, notes, stocks, and other securities so acquired, notwithstanding that they are not of a character authorized for investments by law or by other provisions of this Trust Agreement. (fl To vote any corporate stock held by it through its designees, or by proxy, with or without power of substitution, and to execute authority or proxies to one or more designees or nominees. -17- '. # (g) To borrow money from the Trustee's banking depart- ment or from any other lender for any Trust purpose and to pledge all or part of any Trust to secure such borrowing, without in- curring any personal liability therefor. (h) To pay, extend, renew, modify, or compromise, upon such terms as it may determine, and upon such evidence as it may deem sufficient, any obligation or claim, including taxes, either in favor of or against any Trust. (i) To hold or register any securities or other property of any Trust in the names of a nominee or in such form as to pass by delivery, with or without indicating the fiduciary character of such securities or other property. (j) To hold any separate parts or shares of any Trust wholly or partly in undivided form for convenience of investment and administration. (k) Consistent with the desires of the beneficiary or beneficiaries, to divide and distribute any Trust in kind or in money, or partly in each, or by way of undivided interests, and for such purposes to value any property to be thus divided or distributed at fair market values at the date or dates of dis- tribution. XIII. ADDITIONAL PROPERTY. The Settlor reserves the right for himself, or any other person, to increase the Trust Estate by transferring or -18- . . delivering assets to the Trustee, or by having the Froceeds of insurance pOlicies made payable to the Trustee, or by bequest or devise by Will. The Settlor will notify the Trustee in writing of any policies so made payable to it, or deliver such pOlicies to the Trustee as custodian thereof. The duties and liabilities of the Trustee hereunder shall under no circumstances be substantially increased, except with. its written consent. XIV. MERGER OR CONSOLIDATION AFFECTING TRUSTEE. If the Trustee shall merge with or be consolidated with another corporation, said other corporation shall succeed to all the duties and all the powers, including discretionary powers herein granted to such Trustee. XV. PRESUMPTION OF SURVIVAL. If the Settlor and his wife shall die simultaneously or under circumstances which would make it difficult to determine which of them died first, it is directed that Settlor's wife shall be deemed to have survived him, for the purposes of this Trust Agreement and the Trusts herein provided for. It is further directed that the provisions of this Trust Agreement shall be construed upon that assumption, irrespective of any provisions of law establishing a contrary presumption. XVI. ACCOUNTING BY TRUSTEE. The Trustee shall keep all the accounts and records of any Trusts created hereunder and quarterly, or oftener, shall -19- . . render to the Settlor during hia lifetime statements showing all receipts, disbursements, and investment transactions. After the death of tho Settlor, the Trustee shall render, at least quarterly, to each beneficiary then entitled to income under the terms of any Trust created hereunder, a statement showing in detail receipts, disbursements and distributions of both prin- cipal and income of tho Trust involved. XVII. COMPENSATION OF TRUSTEE. The compensation of the Trustee for services performed hereunder ahall be as agreed upon from time to time by the Settlor and the Trustee and set forth in a written Fee Agreement which shall be attached hereto. XVIII. SPENDTHRIFT CLAUSE. No interest of any beneficiary under any Trust created hereunder, either in income or in principal, shall be subject to pledge, assignment, sale, or transfer in any manner, nor shall any beneficiary have the power in any manner to anticipate, charge, or encumber his interest, either in income or principal, nor shall such interest of any beneficiary be liable or subject in any manner for the debts, contracts, liabilities, engagements or torts of such beneficiary. XIX. TA:< PROVISION. The Trust Estate shall not be charged with the payment of any Federal Estate Taxes, or any Inheritance Taxes, upon -20- . ..- -. .....-- ..,.- .. . . the Settlor's death, except to the extent that the assets in the Settlor's testamentary estate shall be insufficient to discharge such taxes. The Trustee may rely conclusively upon written advice from the Executor of the Settlor's testamentary estate, or upon any other evidence, as to the existence of such in- sufficiency and the amount thereof. If the Trustee shall be required to pay any such taxes, they shall be charged against the corpus of Trust "A" to the extent assets in that Trust are available. XX. SITUS. This Revocable Trust Agreement shall be construed in all respects according to the laws of the Commonwealth of Pennsylvania. The situs of any assets held in Trust hereunder shall be deemed to be in Cumberland County, Pennsylvania. XXI. AMENDMENT AND REVOCATION. The Settlor reserves the right at any time, and from time to time, by instrument in writing, signed and delivered to the Trustee, during his lifetime, to modify, amend or revoke, in whole or in part, this Revocable Trust Agreement or any of the Trusts hereby created. To the extent thus revoked, the Trustee shall deliver the principal of the Trust or Trusts in- volved to the Settlor upon receiving a proper receipt, and shall execute and deliver any instruments required to release all -21- STATUS REPORT UNDER RULE 6.12 Name of Decedent: Lester H. Perry Date of Death: september 23, 1996 Will No. 1996-891 Admin. No. 2196-0891 pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of th~ above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal repres~i\tative f5asor6'btr9~elieves that the administration will be complete: Decem er , 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final accoul.t with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attac~ed to th~ report. Date:.1!//171 ;t)9J- ..je- )) J!/U-7 \ Si9,scure John L. Perry .Name (Please type or print) 8 S. Hanover st., suite 207 AddressCarl~sle, ~I\ l/UL~ ['. - " (717) 243-1477 Te 1. No. . .J '.)~.: Personal Representative Capacity: X X Counsel for personal representative (MAH: rmf/ AM3) / " , , I I, I' COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU or IHOIVIOUAL UllfllUH<1 tAil IIIVI!itnH 111'11. IADr.OI tlANNI5111J.tr, I'A 1Iltll altai , TAk(:t HOIICE or IHIILRITAHCE UK APPRAISEHENI, ALLOWAHCE OR OISALLOWAHCE or DEDUCTIONS AND A55[SS"EHT or TAK JOHN L PERRY STE 207 8 S HANOVER S1 CARLI SLE DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 12-21-1998 PERRY 09-23-1996 21 96-0891 CUMBERLAND 101 Allount R..itt.d PA 17013 c * 'h.I"'''''' It..." LESTER H HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=is'4-j-Eif-AFP--iiiF97rNoTIcEnoF-i-NHEifITANcirTAinippRiiIsEHENT-,nALL-OWAN-cE-i:fR"---------m-m- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF PERRY LESTER H FILE NO. 21 96-0891 ACN 101 DATE 12-21-1998 TAK RETURH WAS: XI CIIAHGED SEE ATTACHED NOTICE If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line 14 at Spousal rate (IS) 16. Allount of line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 taxable at Collateral/Class B rate (17) 18. Principal Tax Due I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedule A) 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schadule C) 4. Hartgages/Notes Receivable (Schedule D) 5. Cash/Bonk Oeposits/Hisc. Parsonal Property (Schedule EI 6. Jointly Owned Property (Schedule FI 7. Transfers (Schedule G) 8. Total Assets III (21 (31 (41 (51 (61 (71 .00 .00 .00 .00 .00 9.753.87 .00 (8) APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule HI 10. Debts/Hartgage liabilities/Liens (Schedule II 11. Tot.l Deductions 12. Net Value of Tax Return 13. Charitable/Governaental Bequests; Non-elected 9113 Trusts (Schedule JI 14. Net Value of Estate Subject to Tax (q) 1101 13,297.71 .00 1111 1121 1131 1141 NOTE: .00 X .00= .00 X .06= .00 X .15= 1181 TAX CREDITS: PAYHENT DATE RECEIPT NUHBER DISCOUHT 1.1 IHTEREST/PEN PAID (-I AHOUHT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE IHDICATED, SEE REVERSE FOR CALCULATIOH OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 9,753.87 13.:>97 71 3,543.84- .00 3,543.84- .00 .00 .00 .00 .00 .00 .00 .00 IF TDTAL OUE IS LESS THAN $1, HD PAYHENT IS REQUIRED. IF TDTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUHD. SEE REVERSE SIDE OF THIS FeRH FDR IHSTRUCTIDHS.) i;r-p STATUS REPORT UNDER RULE 6.12 Name of Decedent: Lester H. Perry Date of Death: September 21, 1996 Will No. 1996-00891 Admin. No. 2196-0891 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules. I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes No_X_ 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: November 1999 3. If the answer is No 1. is Yes, state the following: i a. , No b. account is: c. interest? Yes Did the personal representative file a tinal account with the Court? Yes or The separate Orphans' Court No. (if any) for the personal representative's Did the personal representative state an account infonnally to the parties in No . d. Copies of receipts, releases, joinders and approvals of fonnal or infonnal accounts may be tiled with the Clker of Courts of the Orphans' Court and may be attached to this report. Date: ,;1-t",'1 / 7 I tj 9 '1 I j' . ,'- (Signature) John L. Perry, Esquire 8 South Hanover Street Suite 207 Carlisle, P A 17013 (717) 243-1477 Counsel for personal representative TRUST CO!\1I'ANV (now ALLJlIRST TRIIST CO!\1I'ANV or \'ENNSVLVANIA. N.A,) liS Tmstce under II Revllcllble Tmst Agrcemcnt dated December 14, 1984; WHEREAS, the Executors hllve procccded with the administration of the est lite consisting of the assets set forth in tbe First and Final Account. a tme and corrcct copy of which is all ached hereto, and made a part hcreof and marked as Exhibit A; and WHEREAS. the only parties remaining in interest in the Estate are the above-named parties; and WHEREAS. the parties dcsire thntthe Executors shall not be required to file an Account with the Register of Wills of Cumberland County and that the net estate of the decedent be distributed without the necessity of filing a formal account to avoid expense, delay and publicity of a fonnal accounting, but should instead be distributed in accordance with the Schedule of Proposed Distribution all ached hereto and made a part hereof, and marked Exhibit A. NOW, THEREFORE. in consideration of the mutual promises, covenants and agreements recited herein. and intending to be legally bound hereby. MARGARET K. PERRY, and ALLFIRST TRUST COMPANY of PENNSVLV ANIA, N.A., beneficiaries of the estate of LESTER H. PERRV and JANE P. LEVAN, JOHN L. PERRV, JAMES A. LEVAN and JOHN MATfHEW LEVAN non-vested beneficiaries of the above referenced tmst, do hereby fonnally agree as follows: I. Each has fully and carefully reviewed the First and Final Account and Schedule of Proposed Distribution of JANE P. LEVAN and JOliN L. PERRV, Executors of the Estate of LESTER H. PERRV. and finds them to be tme and correct and acceptable and further 2 acknowledge thatlhey hllve rcceivcd 1I cupy urlhis FlIlllily Selllelllelll Agreelllelllllnd Finlll Release. 2. In order 10 IIvuid expcnsc, delllY IInd puhlicily involved in the tilin!! 01'11 rormlll Account and Schedule of Proposed Distribuliull, nUllccounting to the Court is nccessary IInd they do hereby agree and consent to distribution being made without tiling a First and Final Account and Schedule of Proposed Distribution, the same to be with the same force and eOcct as if they had been filed and confirmed by the Court of Common Pleas of Cumberland County, Pennsylvania. 3. They do hereby release, remise, quitclaim and forever discharge the Estate of LESTER H. PERRY, and JANE P. LEVAN and JOliN L. PERRY, Executors of the Estate, their heirs, executors, administrators, and assigns, from all manner of acts, suits, claims, accounts, debts and demands whatsoever which they, their heirs and assigns, may at any time hereafter have against said Executors, the estate or assets thereof 4. JANE P. LEVAN, JOliN L. PERRY, JAMES A, LEVAN and JOHN M. LEVAN do hereby release and hold hannless ALLFIRST TRUST COMPANY, N.A., formerly known as FMD DANKS, successor by merger to DAUPIIIN DEPOSIT DANK and TRUST COMPANY, as Trustee of the Lester H. Perry Trust for any liability resulting from the actions of the Executors due to the trustee's acceptance of the residue of the estate. 5. JANE P. LEVAN and JOHN L, PERRY do hereby covenant and agree that they will contribute their share of the Estate to satisfy any claims, debts, demands, suits, or causes of action which may be successfully brought against the Estate or the Executors after the execution of this Family Selllement Agreement and Final Release. 3 . - . -.-. _....,."....,-~~ , - WITNESS: ~~~ .~~C-~ (SEAL) crry, Exccutor Est t of Lcster H. Pcrry And non-vcstcd bcncficiary of thc Lcstcr H. Pcrry Trust 7;?z;:~l@~;/ie?::nf/z '~ (SEAL) Beneficiary of the Estate of Lestcr H. Pcrry €A. Jv, . (SEAL) All? rust Company, A, residuary beneficiary o(lhe Estate of Lester . Perry By: Joseph A. Macri, Vicc Presidcnt and Trust Officer ~\d ~v p~t{Fv- Non-vested beneficIary of the Lester H, Perry Trust (SEAL) c-~1i)M<k-lt ~lMt~~ (SEAL) Non-vested beneficiary of the Lcstcr H. Perry Trust 5 _-t COMMONWEALTH OF I'ENNSYL VANIA ) " -. ~.. ..... . COUNTY OF CUMBERLAND ) ON THIS. the ZB 11< day of J~_, 2000, before me, the undersigned officer. personally appeared JOSEPH 1\. MACRI. kn~urme (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF. I have set my hand and official seal. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND (SEAL) ) ) NOlal1al 5'f'l}1 Jotln L Perry. NotalY P~b\ic CarliSle 80fO cumbmland CO'.Inly My CommisSion EllplfCS Nolf' 30 2002 '3 -~; f}a ON THIS. the 0) - day of <<[t . 2000, before me, the undersigned officer. personally appeared James A. LeVan. kn n to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF. I have set my hand and official seal. ~., ----- COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) ON THIS. the cJd!:- day of \\,u ~ . 2000, before me. the undersigned officer. personally appeared John M. l..eVan~ to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF. I have set my hand and official seal. (0(\ lr lAb /U,L t;:' jll../....u. ' otary Public o aoal seal s,"p,,"o,e E. Moses. Notary pullllc UOllysbUI9 BOlO. Mems coun~ 1..1'1 COImnlsslOn E,piles Juna 24, 2 7 FUNERAL: I. 2. Total: DISBURSEMENTS Musselman Funeral Home Interment fees, Rolling Green Cemetery ADMINISTRATION: 3. 4, 5. 6, 7. 8. 9. 10. 11. 12. 13. 14. Total: Probate fees Estate Notice - Patriot News Estate Notice - Cumberland Law Journal Filing Fee, Estate Tax Return Patricia Rosendale, CPA - 1997 Federal & Pa. liduciary income tax returns 1997liduciary income tax -IRS 1997 liduciary income tax - P A Patricia Rosendale, CPA - 1998 Federal & Pa. fiduciary income tax returns Patricia Rosendale, CPA - 1999 Federal & Pa, fiduciary income tax returns 1999liduciary income tax - PA Jane P. LeVan, personal representative John L. Perry, personal representative and attorney OTHER EXPENSES: A 1. 2. 3. Total: I Messiah Village Messiah Village Messiah Village 10/1/96 10/25/96 11/26/96 GRAND TOT AL EXPENSES: TRANSFERS: Transfer to Lester H. Perry Trust, Account No: 1104702509 TOT AL, EXPENSES and TRANSFERS: CASH RESERVES: Exhibit "A" (2 of4) $5,696.41 $695.00 $6,391.41 $279.00 $67.30 $60.00 $10.00 $100,00 $2,356.00 $310.00 $125.00 $110.00 $113.00 $15,501.13 $21.281.90 $40,313.33 $3,986.30 $2,890.92 $69500 $7,572,22 $54,276.96 $91,786.77 $146,063.73 $1,000.00 PRINCIr>AL Date of Death value Date of Redemption Value, AMERICAN HEALTH PROPERTIES Inc, Common Stock. (208 shares) $ $ AMERICAN HEALTH PROPERTIES Inc, Depositary Receipt for Depositary Shares (20 shares) $ $ TRI - CONTINENTAL CORPORATION Common Stock ( 5 shares) $ $ TOTAL: $ $ CONVERSION GAINILOSS: $ ADDITIONAL CASH RESERVES: $ Exhibit "A" 4of4 . Complete Items 1. 2, and 3. Also complele Item 4 If Restricted Delivery Is desired. . Print your name and address on the revorse so that we con return tho card to you. . AUach Ihls card to the back of the mallplece, or an Ihe lronllf space pennits. 1. Article Addressed 10: Jolhi L. Pl2lZR.'f I GSQ 12.. WA1..Nu. T LN. C/m1P IhLL, PA. 17011 ,.,,:1' -- I H{",.' P... ..,II..., ~ lEna:!........"" 1 'I'~l."'l ~ __.._ ___. C fI..$t';<:l...IP.."...'.I....[ .. ' C Il!>lJilt'>f'S......, 11"'1,,'''~1. i-- ___j ~ Total rOttaU. & Fees L~___.___"__ ..a CJ :;r lr 0J1 ,-1 3. ~o TVpo ~Ce'1:JIled Mail o Registered o Insured Mail D e.-pross Mail D Roturn Receipt lor Merctulnd.so o C.O.D. 4. Reslrecled Delivery? (Extra Foo) 2, MICIe NumbOl (Copy fram sOMCe /a1i!'Q, CJI ;/ q "J '1tJlJl)-Olt/J1)- uuZ5-/:J" "1-- UTI5 PS Fonn 3811. July 1999 Domeshc Return Receipt ~ DYt.>S CJ CJ CJ r- Xl25~.99.M.178g , .-_.1 _.~ ....---:"'...lllf. _ i~--;'r .,:. -_. P')',lrl",l'k H~',,, - ~ ~(Q)[?JV FAMILY SETILEMENT AGREEMENT AND FINAL REI.EASE IN ESTATE OF LESTER H. PERRY. DECEASED THIS AGREEMENT. made this ~'~ay of Jul'I,.2tKJd, by and between JANE P. LEVAN, Executrix and JOHN L. PERRY. Executor. of the Estate of LESTER H. PERRY, Deceased, and MARGARET K. PERRY. legatee, and ALLFIRST TRUST COMPANY of PENNSYLVANIA. N.A. , formerly known as FMB BANKS, successor by merger to DAUPHIN DEPOSIT BANK and TRUST COMPANY, residuary beneficiary of the Estate of LESTER H. PERRY, Deceased. WHEREAS, LESTER H. PERRY. died on September 23, 1996, having executed a Last Will and Testament dated April 11. 1989; and WHEREAS, under the provisions of the aforesaid Last Will and Testament, JANE P. LEVAN and JOHN L. PERRY. were designated as Executors of the estate; and WHEREAS, on November 7. 1996, the Register of Wills in and for Cumberland County, Pennsylvania, did constitute and appoint JANE P. LEVAN and JOHN 1.. PERRY, Executors of the Estate of LESTER H. PERRY. filed to Estate No. 21-96-0891; and WHEREAS, under the tenns and provision ofltem II of the Last Will and Testament of LESTER H. PERRY, all tangible personal property, including furniture. furnishings, jewelry. personal effects and automobiles were bequeathed to MARGARET K. PERRY all of which have previously been distributed; and WHEREAS, pursuant to Item IV of the Last Will and Testament of LESTER H. PERRY 0[' . :0 the residue and remainder of the estate was bequeathed to DAUPHIN DE~IT ~ I~(V; P" ;1.'" :~ '" <:::I I VJ ... "'. , - ~ -J ..,I. (, t,'. ~.. ;::::: ~