HomeMy WebLinkAbout96-01041
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I, MILDRED B. LEYDER, of the Borough of Carlisle,
Cumberland County, Pennsylvania, declare this to be my last will and
testament and revoke all wills which I have previously made.
I I give and bequeath certain items of household
furniture and furnishings to the individuals named in a letter of
instruction to my executor and accompanying this will and made a part
hereof.
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II I give and bequeath all of my d1shes and jewelry
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my niece, Elizabeth Anne Leyder Grace, and should she disclaim said
articles, I give and bequeath the same to my nephews to be divided
Under no circumstances shall
I
among them as nearly equally as possible.
said articles be sold or leave the family.
III I give and bequeath my collection of Hummel
figurines to my niece and nephews, to be divided among them as nearly
equally as possible.
IV I give and bequeath my coin collection to my four
nephews to be divided among them as nearly equally as possible based
upon the appraised value of the coins for inheritance tax purposes.
V All the rest, residue and remainder of my estate,
I give and bequeath to my niece and nephews living at the time of my
death.
VI I appoint Farmers Trust Company of Carlisle, Pennsyl-
vania, as executor of this will.
this ~ ,)"
IN WITNESS WHEREOF,
day of :1/-11 "
I have hereunto set my hand and seal
1980.
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Signed, sealed, published and declared
by Mildred B. Leyder, testatrix above named,
as and for her last will and testament,
written on one sheet of paper, in our
presence, who, in her presence, at her
request, and in the presence of each
other have hereunto subscribed our names
as attesting witnesses:
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REGISTER OF WILLS OF Cumberland COUNTY
OATH OF SUBSCRIBING WITNESS
Shirley W. Ahlers
lClIldioil<
(each) a subscribing witness 10 Ihe will presenled herewith. (each) being duly qualified according to
law. depose(sj and say(s) that she was present and saw
Mildred B. Leyder
the testat rix . sign the same and Ihal she signed as a witness at the
request of testal r ix in " er presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)). , 1 () )
Sworn to or affirmed and subscribed before _ ~/J Lh'fJ..eff '1 A/. /.bU'iPA<J)
me this 30th 'day of ame)
.J2~~MBEH ;;.,!~ Carlisle, A
11 ~l.~ I J (' 'N 111 1 ,ui/J1",~ ~[P~r (Address)
MAHY C. LI'l'lIS Register
(Name)
(Address)
REGISTER OF WILLS OF Cumberland COUNTY
OATH OF NON-SUBSCRIBING WITNESS
David C. Gority
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
he familiar with the signature of Mildred B. Leyder
ltlS4ltlP<
testal r ix of (one of the subscribing witnesses to) the will
that
he
presented herewith and
codicil
believes the signature on the will is in the handwriting of
Mildred B. Leyder
to the best of his knowledge and belief.
iLd~~
( Mam~)
Carlisle, PA
Sworn to or affirmed aud ,ubscribed before
me this 30th day of
~r I~
----n _ . (', lllJ. W i1!iD11:J 111 ( I-
MAHY C. LFl'/IS ' Regis er
(Address)
(Name)
(Address)
IN THE MATTER OF THE PERSON
AND ESTATE OF:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
MII.DRED B. LEYDER
AN ALLEGED INCAPACITATED
PERSON
NO.
PETITION FOR APPOINTMENT OF PERMANENT PLENARY GUARDIAN
OF THE PERSON AND ESTATE
AND NOW COMES THE PETITIONER, The Area Agency On Aging, county
of Cumberland, 16 West High street, carlisle, Pennsylvania and
represents and avers as follows:
1.
The Petitioner is the Area Agency on Aging (AAA) in and for
Cumberland county with offices located at 16 West High street,
Carlisle, pennsylvania.
2.
The alleged incapacitated person is Mildred B. Leyder, 83
years of age, who has an apartment at 201 N. Hanover street,
carlisle, Cumberland county, pennsylvania and has resided there for
a period exceeding one (1) year prior to the filing of this
Petition but, since October 30, 1996 she has resided at Manor Care,
a nursing home facility, in carlisle, cumberland County,
Pennsylvania.
3.
Mildred B. Leyder is unmarried and has the following known
living heirs:
A. Joe R. Leyder - Brother
46 E. Main st.
New Bloomfield, PA 17068
B. Donald W. Leyder, sr. - Brother
502 park Hill Dr.
Mechanicsburg, PA 17055
c. Gary L. Leyder - Nephew
2225 Dover Rd.
Harrisburg, PA 17112
D. Ronald J. Leyder - Nephew
46 E. Main street
New Bloomfield, PA 1706B
E. Donald W. Leyder, Jr. - Nephew
P.O. Box 137
Lithia Springs, Georgia 30057
F. David Leyder - Nephew
1225 Bridge street, Apt. A
New cumberland, PA 17070
G. Elizabeth Grace - Niece
P.O. BoX 301
New cumberland, PA 17070
4.
Mildred B. Leyder has, for at least four (4) months, been
incapable of managing and caring for herself.
5.
Mildred B. Leyder exhibits symptoms of mental incapacity,
including but not limited to senile dementia of the alzheimer's
type, impairment of memory for immediate as well as remote recall,
absent-mindedness, and eccentricity.
6.
Mildred B. Leyder's mental incapacity prevents her from
managing and caring for the affairs of her person and estate.
7.
Mildred B. Leyder's condition has deteriorated in that:
A. Her appearance and hygiene are extremely poor;
B. She is unkempt and disheveled;
c. She appears disoriented and confused; and
D. She is unable to manage her financial affairs.
B.
On or about July 30, 1996, the Petitioner was advised that
all the burners of the stove belonging to Mildred B. Leyder were
found to be turned on high with pots of boiling water on each.
Allegedly, she was afraid that the stove was going to blow up and
did not know how to turn it off.
9.
On or about July 30, 1996, two Protective Service case workers
for AAA visited the residence of Mildred B. Leyder and made the
following observations:
A. She was unable to finish sentences and often lost her
train of thought;
B. She asked three (3) times who the Protective Service case
workers were and what they were doing there; and
C. She unsuccessfully attempted to light a cigarette and
then "dragged" on the unlit cigarette and made ash flicking motions
into an ash tray.
10.
On or about September 5, 1996, Protective service case workers
for AAA visited the residence of Mildred B. Leyder and observed a
stack of money, totaling $950.00 on the dining room table while
five (5) $100.00 bills were found in her wallet with an additional
$lB5.00 in an envelope on the table together with her social
security check.
11.
On or about october 20, 1996, the petitioner was notified that
Mildred B. Leyder had been found by the Carlisle police wandering
one to two blocks from her apartment at approximately 4:30 to 5:00
A.M. and appeared confused, disoriented and incoherent.
12.
On or about october 20, 1996, Mildred B. Leyder was examined
by RoccO L. Manfredi, M.C. at Carlisle Hospital who made the
following diagnoses:
A. senile dementia of the Alzheimer's type;
B. peripheral vascular disease;
c. Irritable bowel syndrome;
D. status-post left breast cancer in 1991; and
E. status-post deep venous thrombosis of the left leg.
13.
On or about october 20, 1996, Mildred B. Leyder was examined
by RocCO L. Manfredi, M.D. at carlisle Hospital who, in his
recommendation, stated that:
A. she was not aware of her condition;
B. She was not aware of the severity of her memory
impairment; and
c. She is no longer competent to make decisions regarding
nursing home placement.
14.
On or about October 24, 1996, the Petitioner was notified by
Philip A. Neiderer, D.O. that Mildred B. Leyder is cachectic,
currently weights 7B pounds and lost B pounds over the last year
from malnutrition.
15.
Both Dr. Neiderer and Dr. Manfredi conclude that she would
require 24 hour supervision to prevent potential harm and would
need permanent nursing home placement with custodial care.
16.
Less restrictive alternatives are not available because there
is no one able to care for her.
17.
On or about October 30, 1996, Mildred B. Leyder was placed at
Manor Care, a nursing home facility, in Carlisle, Pennsylvania.
lB.
The approximate gross value of the estate of Mildred B. Leyder
is $65,000.00 and her monthly income consisting of pension and
social security totals approximately $1,500.00.
19.
Since Mildred B. Leyder has been a resident of Manor Care, her
household bills have remained unpaid.
20.
The Petitioner has no interest adverse to the alleged
incapacitated person.
21.
The Petitioner is a human service agency that is qualified to
be the Permanent Plenary Guardian of the Person of Mildred B.
Leyder and is agreeable to assuming that responsibility.
22.
Financial Trust company of carlisle, Cumberland county,
pennsylvania, is qualified to be the Permanent Plenary Guardian of
the Estate of Mildred B. Leyder and is agreeable to assuming the
responsibility of being appointed Permanent Plenary Guardian of the
Estate of Mildred B. Leyder.
23.
Financial Trust company has no interest adverse to the alleged
incapacitated person.
24.
No application, to the knowledge of Petitioner, has been made
for the Order herein asked for.
25.
No other Court has ever assumed jurisdiction in any proceeding
to determine the incapacity of Mildred B. Leyder.
26.
The failure to appoint Petitioner as Permanent Plenary
Guardian of the Person of Mildred B. Leyder and Financial Trust
company as Permanent Plenary Guardian of the Estate will result in
irreparable harm to the person and estate of Mildred B. Leyder.
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IN THE MATTER OF THE PERSON
AND ESTATE OF:
MILDRED B. LEYDER,
AN ALLEGED INCAPACITATED
PERSON
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-96-1041
ORDER OF COURT
AND NOW, this 6th day of February, 1997, upon
consideration of the Petition for Appointment of Permanent
Plenary Guardian of the Person and Estate, and following a
hearing, Mildred B. Leyder is adjudicated an incapacitated
person and the Area Agency on Aging, County of cumberland, is
appointed plenary guardian of her person and Financial Trust
company of Carlisle, Cumberland county, Pennsylvania, is
appointed plenary guardian of her estate. The guardians are
directed to file reports in accordance with the provisions of 20
Pa. C.S. section 5521(C).
Notice is hereby provided to Mildred B. Leyder
and her court-appointed counsel, Peter J. Russo, Esquire, of her
right to appeal from this adjudication of incapacity and to
petition to modify or terminate the guardianships created
herein.
By the court,
,
. Wesley
Anthony DeLuca, Esquire
Solicitor for Area Agency on Aging
Peter J. Russo, Esquire
court-appointed counsel for M.B. Leyder
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IN THE MATTER OF THE PERSON
AND ESTATE OF:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
MILDRED B. LEYDER,
AN ALLEGED INCAPACITATED
PERSON
NO. 21-96-1041
IN RE: PETITION FOR GUARDIANSHIP
BEFORE OLER. J.
OPINION AND ORDER OF COURT
OLER, J., February 6, 1997.
At issue in the present case is whether Mildred B.
Leyder should be adjudicated an incapacitated person, and if so
whether Petitioner, the Area Agency on Aging,
County of Cumberland, should be appointed plenary guardian of
her person and Financial Trust Company of Carlisle, Cumberland
County, Pennsylvania, should be appointed plenary guardian of
her estate. A hearing was held on the matter on Thursday,
February 6, 1997, before the undersigned judge. Based upon the
evidence presented at the hearing, the following Findings of
Fact, Adjudication and Order of Court are made and entered:
FINDINGS OF FACT
1. The allegedly incapacitated person is Mildred B.
Leyder, a domiciliary of Cumberland County, Pennsylvania,
presently residing at Manor Care, Carlisle, Cumberland County,
Pennsylvania, and formerly residing at 201 North Hanover Street,
Carlisle, Cumberland County, Pennsylvania.
2. Ms. Leyder was born on June 11, 1913.
3. Petitioner is the Area Agency on Aging, County of
Cumberland, 16 West High street, Carlisle, Pennsylvania.
4. The allegedly incapacitated person, Mildred B.
Leyder, suffers from a condition known as senile dementia of the
Alzheimer type. She has suffered from this illness for at least
a year and has been in deteriorating mental health as a result
of that condition, which is a progressive illness.
5. As a result of the aforesaid condition, the
allegedly incapacitated person is an adult whose ability to
receive and evaluate information effectively and communicate
decisions is impared to such a significant extent that she is
totally unable to manage her financial resources and totally
unable to meet essential requirements for her physical health
and safety.
6. The aforesaid condition is apparently of a
permanent nature.
7. Based upon the aforesaid condition, the Court
finds that it is necessary to establish a plenary guardianship
with respect to the estate and person of Mildred B. Leyder.
B. In the absence of a contrary prognosis at this
time, the nature of the guardianship required must be said to be
indefinite, pending further Order of Court, and apparently
permanent.
9. The guardianship to be established herein is
necessary notwithstanding outside assistance which Ms. Leyder
has received.
10. Petitioner is an entity qualified under 20 Pa.
C.s. section 5511(f) to serve as plenary guardians of
Ms. Leyder's person and Financial Trust company is an entity
qualified under 20 Pa. C.S. section 5511(f) to serve as plenary
guardian of her estate.
11. The foregoing Findings of Fact are made on the
basis of clear and convincing evidence.
ADJUDICATION
The provisions respecting an adjudication of
incompetency have recently been amended and are contained in 20
Pa. C.S. sections 5501 et sea. Petitioner has complied with
these provisions in terms of notice of the hearing herein.
At the hearing the Court received testimony from a
number of persons, including the allegedly incapacitated
person's nephew, Gary Leyder, Esquire, and her brother, Donald
Leyder. The Court notes for the record its appreciation of the
willingness of Gary Leyder, Esquire, to serve as guardian of
Ms. Leyder's person and estate.
Based upon the foregoing Findings of Fact, the
following Order of Court will be entered:
ORDER OF COURT
AND NOW, this 6th day of February, 1997, upon
consideration of the Petition for Appointment of Permanent
Plenary Guardian of the Person and Estate, and following a
hearing, Mildred B. Leyder is adjudicated an incapacitated
person and the Area Agency on Aging, County of Cumberland, is
appointed plenary guardian of her person and Financial Trust
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m:N~:RAI, POW~:R 0... ATTORN.:Y
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MILDRED 8. LEYDER
A
KNOW ALL MEN BY TII~:SE PRESENTS. that I. the undersigned MILDRED
B. LEYDER, of 201 North Hanover Street. Carlisle, County of
Cumberland, and Commonwealth of Pennsylvania, having been born on
June II, 1913, and having Social Security Number 196-14-2321, have
constituted, made and appointed and by these presents do constitute,
true and lawful attorney-in-fact for me and in my
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make and appoint GARY L. LEYDER, my nephew, of
lIarrisburg, County of Dauphin, and Commonwealth of
stead and on my behalf and for my use and benefit:
1. Accounts Receivable
To ask. demand, sue for, recover, collect and receive all sums
of money, debts, dues, accounts,
legacies, bequests,
interest,
dividends, annuities and demands whatsoever; all goods, merchandise,
chattels, effects and things of whatsoever nature or description; and
all property, whether real, personal, or mixed And wheresoever
situated, as are now or hereafter shall be or become due, owing,
payable or belonging to me in or by any right whatsoever; to claim an
elective, statutory, or intestate share of or distribution from the
estate of my deceased spouse, to elect to take against the last will
and testament of my deceAsed spouse or of any codicil or codicils
thereto; and have. use and take all lawful ways and means in my name
or otherwise for the recovery thereof, by attachments, arrests,
- \1 J -
bOOK 53'7 l'hG( 561
distress or otherwise and to compromise and aKree to the some and
give acqittances or other sufficient discharKes for the same, and,
upon receipt thereof, to make, sign, executl! and del iver such
receipts, releases or other discharges for the some as he shAll deem
to be fit and proper;
2. Deposits, Withdrawals and Loans
To deposit, either in my name or in his name in trust for my use
and benefit, with any bank, trust company, savings association,
credit union or other financial institution any money, bill of
exchange, check, draft, note, trade acceptance or negotiable or
commercial instrument which may come into his hands as such
attorney-in-fact; to create a trust or trusts for my use and benefit
and to make additions to an existing trust or trusts established for
my use and benefit; and to withdraw and receive any of such money or
valuable instruments or any other money or valuable instrument or
principal amount or corpus or income to which I am or shall be
entitled which now is or shall be so deposited as he shall deem to be
fit and proper and, for that purpose, to sign and endorse checks or
other withdrawal orders and to draw, accept, make, endorse, discount
or otherwise deal with any checks, bills of exchange, promissory
notes, orders for the payment of money, or other negotiable or
commercial instruments, to deposit in any account in my name, in his
name in trust as aforesaid or in the name of any other person in
trust as aforesaid any such check, order or valuable instrument; and
to borrow or to loan any sum or sums of money on such terms and with
- \2 J -
BOOK 537 P^GE 565
such security as he shall deem to be fit and proper and, tor that
purpose, to sign and execute or to demand and receive all notes or
other instruments which may be necessary or proper; and to hove
access to any and all safe deposit boxes registered in my name,
either alone or with any other person;
3. Accounts Payablc
To pay all sums of money at any time or times that now arc or
hereafter may be owing by me by reason of any account, bill of
exchange, check, note, trade acceptance, negotiable or commcrcial
instrumcnt made, exccuted, endorsed, accepted or delivered by me or
on my beha If;
4. Investments
To invest in my name or in his name in trust as aforesaid in any
stock, sharcs, bonds, securities or other property, real or personal,
and to vary such investments as he shall deem to be fit and proper;
and to vote at meetings of shareholders or other meetings of any
corporation or company and to sign and execute any proxies or other
instruments in connection therewith; to sell, assign, transfer or
disposc of or mortgage, hypothecate or surrender for redemption any
and all shares of stock, bonds, other evidences of deposit or of
indebtedness or other securities, mortgages or loans now or hereafter
belonging to me; to collect and receipt for all interest and
dividends due and payable to me; and to purchase any shares of stock,
- \3 J -
BOOK 537 PAGE 566
bonds or other securities for any sum or sums of money or other
exchange;
5. Real Estate
To make, seal and deliver, bargain, contract, agree to, purchase
receive and take lands, tenements, hereditaments and accept the
possession of all lands and all deeds and other assurances in the law
therefor, and to lease, let, demise, bargain, sell, remise, release,
convey, mortgage and hypothecate lands, tenements and hereditaments
upon such terms and conditions and under such covenants as he shall
deem to be fit and proper; and to sign, execute and deliver such
instruments as may be required in connection therewith;
6. Management of Property
To enter into and upon all and singular my real estate and to
take possession of any and all of my personal property, and to let,
manage, maintain, and improve the same or any part thereof; to
conduct, engage in, operate, and transact any and all lawful business
of whatever kind or nature; and to repair or otherwise improve or
alter the same and to insure all or or any part thereof; to sell
either at public or private sale, or exchange all or any part or
parts of my real estate or personal property for such consideration
and upon such terms as he shall deem fit and proper and to execute
and deliver good and sufficient deeds or other instruments for the
conveyance or transfer of the same with such covenants of warranty or
- 14 J -
BOOK 537 PACE 567
otherwise as he shall deem to be fit and proper and to give good and
effective receipts for all or any part of the purchase price or other
consideration and to sign and execute bonds and warrants and all
other Instruments and documents in connection therewith and related
thcreto;
7. Borrowing
To borrow money from such sources and upon such terms and
conditions and giving such collateral or other security as he shall
deem to be fit and proper and to sign and execute in conjunction
therewith any security agreement covering any of my real or personal
property and to execute, sign, acknowledge and deliver in such form
as may bc required any promissory note or any othcr instrument that
may bc rcquired in conjunction with such transaction;
8. Leasing
To contract with any person for leasing for such periods, at
such rents and subjcct to such conditions as he shall dcem to be fit
and propcr all or any of my said real estate or personal property, to
lct any person into possession thereof; to sign and execute all such
lcases and contracts as shall be necessary or proper with respect
thereto; to give notice to quit to any tenant or other person in
possession and to receive and recover from nIl tenants or persons in
possession all rents, arrears of rent and sums of money which now arc
or hercafter shall become due and payable by reason of such leasing
- 15) -
800K 537 PAcr 568
and also on nonpayment thereof or of any part thereof to take all
necessary or proper means and proceedings for determining the tenancy
or possession of such tenants or persons in possession and for
ejecting such tenants from or recovering from such persons all or any
of my said real estate or personal property;
9. Encumbrance and Alienation of Property
To bargain and agree to, buy, sell, mortgage, encumber, pledge,
hypothecate and in any and every way and manner deal in and with
goods, wares, merchandise, ehoses in action and other property in
possession or in action and to make, do and transact all and every
kind of business of whatever nature and kind;
10. Gifts, Devises, and Bequests
To give, devise, and bequeath; to transfer and assign; and to
grant and convey, either for full and sufficient consideration, or
for inadequate consideration, or without any consideration or
exchange of value whatsoever, either outright or in trust and either
by inter vivos gift or by testamentary devise or bequest, any
property, whether real, personal, or mixed and wheresoever situated,
which I may own, or in which 1 may have any right, title, or
interest, either in law or In equity, or over which I may have any
control or power of appointment upon such terms and conditions and
under such covenants as he may deem to be fit and proper; and to
sign, seal, deliver, and execute such instruments, including, but not
- \6\ -
-~~~
limited to, any trust agreement or agreements and my last will and
testament and any codicil or codicils thereto and any revisions
thereof, as may be required in connection therewith;
11. Disclaimers
To disclaim, decline, renounce, or refuse to receive or accept
or claim or acknowledge or to abandon, remise, release, quitclaim and
forever discharge: \1\ any property, whether real, personal, or mixed
and wheresoever situated, and any right, title, or interest in any
such property in law or in equity, and any control or power of
appointment over any such property; \2] any gift, devise, or bequest;
and \3\ any fiduciary position, appointment, or function;
12. Li ligation
To commence, prosecute, discontinue, defend, settle, adjust,
compound, submit to arbitration and compromise all actions, suits,
accounts, reckonings, claims, demands and other legal proceedings
regarding me, my estate or any matter in which I or my estate may be
In any manner interested or concerned that now arc or hereafter shall
be pending between me and any person, firm, association or
corporation in such manner and in all respects as he shall deem to be
fit and proper and for such purposes to sign, execute and deliver
such releases, discharges or other instruments as he shall deem to be
fit and proper;
- \7 \ -
!lDDY. 537 1'ACE 570
13. Sign, Seal, Deliver and Execute Agreements
To sign, seal, execute, deliver and aeknowledKe such deeds,
leases, mortgages, hypothecations, bills of lading, bills of
exchange, bills, bonds, notes, receipts, evidences of debt,
contracts, agreements, assignments, instrument, indentures, releases,
satisfactions of debt and such other documents and instruments in
writing of whatsoever kind and nature as he shall deem to be fit and
proper;
14. Tax Returns
To execute, acknowledge and file all federal, state, municipal
and local tax returns and to request, receive, and inspect
confidential tax information from or in any office of the Internal
Revenue Service or any office of any state, municipal or local tax
authority for any and all matters and for any and all tax years;
15. Contract for Services
To engage, employ and dismiss any agents, clerks, employees,
servants or other persons as he shall deem to be fit and proper; and
16. Medical Procedures and Admission to Facilities
To authorize the administration of drugs and medicines to me;
the performance of medical, surgical, chiropractic, therapeutic or
other health care procedures on me, either on an Inpatient or an
- \8] -
nOOK 537 PACE 571.
outpatient basis; and authorize my admission into any hospital, any
medical or rehabilitation or diagnostic or mental health or nursing
or health care or similar facility, or any residential facility; and
to enter into such agreements for my care as he shall deem to be fit
and proper or as may be required in connection therewith;
17. Advance Health Care Directive
\A] It is also my intention that this General Power of Attorney
shall constitute a durable health care directive in that, firstly, 1
hereby do state, as an advance directive for health care, that my
dying shall not be artificially prolonged under the circumstances set
forth hereinafter and I hereby do declare that, if at any time I
should become comatose, incompetent, or otherwise mentally or
physically incapable of communication and/or should have, incur, or
suffer an incurable injury, disease, or illness certified to be a
terminal condition by two physicians who have examined me personally,
one of whom shall be my attending physician, and the said physicians
have determined that there is no hope of my recovery beyond a
reasonable degree of medical certainty and that my death will occur
whether or not life-sustaining procedures are used and that the
application of such life-sustaining procedures would serve only to
artificially prolong the dying process or that the application of
such life-sustaining procedures would serve only to result in my
existing in a persistent vegetative state, then I hereby direct that
such life-sustaining procedures, including, but not limited to, a
continuous regimen of nutrition and hydration, surgery,
- \9 I -
BOOK 537 PhCE 57:.?
resuscitation, respiration, kidney dialysis, blood and hlood
products, and antibiotics, be withheld or withdrawn and that be
permitted to die naturally with only the administration of medication
or the performance of any medical or surgical procedure deemed
necessary to provide me with comfort care and/or pain management.
\BI In the absence of my ability to give such directions regarding
the use, withholding, or withdrawal of such life-sustaining
procedures as aforesaid in such circumstances as aforesaid, I hereby
give and grant unto my attorney-in-fact full power and authority and
legal right to refuse to allow, permit, or direct the application of
such life-sustaining procedures and to direct that such
life-sustaining procedures be withheld or withdrawn as fully,
completely, and effectively and as to all intents and purposes as I
could do personally.
GIVING AND GRANTING, without in any manner limiting the
foregoing, and in addition to the powers and discretion herein
specially given and conferred upon him, and notwithstanding any usage
or custom to the contrary, unto my said attorney-in-fact full power
and authority to do, perform and cause to be done all acts necessary
or proper to be done in all matters and things; transact all
business; make, sign, execute, acknowledge and deliver all contracts.
deeds, writings, assurances and instruments which may be requisite or
proper to effectuate all or any things or matters whatsoever
- (10) -
m~.m
.. .
relating, appertaining or belonging to me or my estAte, property and
affairs and things and matters herein, either particularlY or
generally or generally described, as fully and effectively to all
intents and purposes as I could do if personally present, hereby
ratifying and confirming all that my said attorney-in-fact or
substitute or substitutes or successor or successors lawfully shall
do or cause to be done by virtue of these Presents.
In the event that the aforesaid GARY L. LEYDER, my nephew, the
original attorney-in-fact named hereinabove, once qualified, becomes
unable or unwilling to continue to serve in this capacity as my
attorney-in-fact, whether due to death, resignation, renunciation, or
any other reason, then I hereby constitute, make, and appoint RONALD
J. LEYDER, my nephew, of 46 East Main Street, New Bloomfield, County
of Perry, Pennsylvania, 17068, to be my first successor
attorney-in-fact for me and in my name, place, and stead and for my
use and benefit with full power and authority to do, perform, and
cause to be done all acts necessary or proper to be done in all
matters and things relating to me or my estate and affairs as fully
and effectively to all intents and purposes as I could do if
personally present as aforesaid.
In the event that the aforesaid RONALD J. LEYDER, my nephew, the
first successor attorney-in-fact named hereinabove, once qualified,
becomes unable or unwilling to commence to serve or to continue to
serve in this capacity as my attorney-in-fact, whether due to death,
resignation, renunciation, or any other reason, then hereby
- [111 -
BOOK 537 PAGE 574-
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COMMONWEAI,TII OF PENNSYLVANIA
COUNTY OF CUMBERLAND
BEFORE ME, the undersigned officer, a Notary Public in and for
the aforesaid Commonwealth, personally appeared Gary L. Leyder, known
to me or satisfactorily proven to be a member of the bar of the
highest court of said Commonwealth and a subscribing witness to the
within instrument, and certified that he was personally present when
Mildred B. Leyder, whose name Is subscribed to the within instrument,
executed the samc and that said person acknowledged that she executed
the same for the purposes therein contained.
IN
J3e1,
WITNESS WHEREOF, 1
day of "I)gf/~
have hereunto set my hand
and
seal
this
, A.D. 1996.
Ji
NOTARY PUBI,IC
My Commission
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BOOK 537 f'AGE 576
Q!umher1an~ Q!ountl1 (@ffice of Aging
COMMISSIONERS
NANCY A. BESCH
CttAIRMAN
Human Sorvlcos Building
16 Wost High Stroot
Carllslo, PA 17013.2922
(717) 240.6110
Fax (717) 240.6116
TERRY L. BARLEY
UiR[CTOR
EARL R. KELLER
VICE.CHAlnMAN
MARCIA L. MYERS
SECRETARY
I, Priscilla Whitman, Protective Services Worker with the Cumberland County Office of Aging,
served the Petition for Appointment of Guardian, to Mildred B. Leyder at Manor Care Health
Services on Friday, December 20, 1996 at 10:30 am,
fiA;o/JrtQO" )JI,~
~ PETITIONER'S
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OlUtllbCl .111~ Oll1ul1tu OOffic{ If A~lil1~l
COMMISSIONERS
NANCY A. OESCll
CIIAIUMAU
Hlll1101l Services l311ildlllll
16 West High Slreut
Carlisle, PA 17013.2922
(717) 240.61111
Fox (717) 240.6110
lEllllY L IIAIU.EY
IJllIICfllU
EAIlL n. KELLEll
VICI:.cIIAIRUA"
MARCIA L. MYEIlS
seCReTARY
October 4. 1996
Mr, Gary Leyder
105 N, Front St.
Harrisburg PA 17101
Dear Mr, Leyder:
On August 21. 1996 our office contacted you regarding multiple concerns about
the safety and well being of Mildred Leyder, your aunt. The main cause of these
concerns is Ms. Leyder's mental confusion. Her confusion has resulted in such
incidents as unsafe operation of her stove, inability to find her way back to her
apartment, withdrawal of large sums of cash which she keeps on her person and in
open view in her apartment. In addition, her lack of appetite has resulted in significant
weight loss to the point that her current weight is 781bs.
Protective Service workers from this office have expressed their concerns to you
and your wife on numerous occasions, The vulnerability of your aunt's situation and the
urgency of placing her in a long term care facility was stressed from the time of our first
contact.
During your most recent telephone conversation on September 24,1996, with a
Protective Service worker you agreed that the situation was urgent and that you would
be making application to the Church of God Home. As of this date no such application
has been received there nor at any of the other facilities given to you as possibilities.
I would like to again impress upon you the gravity of Ms. Leyder's situation.
Because we feel the safety and well being of your aunt could easily be threatened. I
want to inform you that unless you contact Priscilla Whitman or Janet Paull of this
office by October 18. 1996 with evidence that a serious attempt has been made to
place Mildred Leyder in a long term care facility, this office will be forced to intervene
through court procedings.
Sincerely,
.11':::;( t~ /~'Ift; I
Ter~ L. Barley \J
Director
~ PETITIONER'S
,. EXHIBIT
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G1,NElIAL POIiER 01' ATTORNEY
KNOli ALl. HHN BY TIWSH PIIHSHNTS, tha t I, ~1I1.1l111'1l II. 1,I'YIll'Il.
of the Borough of Carlisle, Cumberland County. Pennsylvania, do herehy
appoint FAIlMHRS TRUST COHPANY of Carlisle, Pennsylvania. as l'Iy true and
lawful attorney-In-fact, to do and perform 011 acts and transact
all business, without limitation, for me. and in my name. which I could
do if personally present, hereby ratifying and confirming all that
my said attorney-in-fact may and shall do pursuant t~ these presents.
This power of attorney shall not be affected by disability of the
pr inc ipa 1,
this
I have hereunto set my hand allll seal
IN \HTNESS
1. s It;' day of
, 1980,
'm.ddJo, J ~
;/(hldt~1 (SH"I,)
I
STATE OF PENNSYLVANIA )
COUNTY OF CUHBERLAND )
On this It; ~ay of , 1980, before me, the
undersigned officer personally a e above named Hildred B.
Leyder, who declared the foreg i g letter of attorney to be her
true act and deed, and desired hat the same might be recorded as such.
SS
IN WITNESS WHEREOF, I have hereunto set my hand and seal
the day and year first above written.
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'1
IN THE MATTER OF THE PERSON
AND ESTATE OF:
MILDRED B. LEYDER
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY , PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21.96.1041
VERIFICATION
I. David C. Gority, an authorized representative of the Financial Trust Company,
verify that the statements made in the foregoing document are true and correct to the
best of my knowledge. I understand that false statements herein are made subject to
the penalties of 1 B Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Date: April 7 , 1997
IN THE MATTER OF THE PERSON: IN THE COURT OF COMMON PLEAS OF
AND ESTATE OF: CUMBERLAND COUNTY, PENNSYLVANIA
MILDRED B. LEYDER,
AN ALLEGED INCAPACITATED
PERSON
: ORPHANS' COURT DIVISION
.
.
: NO. 21-96-1041
ORDER OF COURT
AND NOW, this 6th day of February, 1997, upon
consideration of the petition for Appointment of permanent
Plenary Guardian of the Person and Estate, and following a
hearing, Mildred B. Leyder is adjudicated an incapacitated
person and the Area Agency on Aging, county of Cumberland, is
appointed plenary guardian of her person and Financial Trust
Company of Carlisle, Cumberland county, Pennsylvania, is
appointed plenary guardian of her estate. The guardians are
directed to file reports in accordance with the provisions of 20
Pa. C.S. Section 5521(C).
Notice is hereby provided to Mildred B. Leyder
and her court-appointed counsel, Peter J. RusSO, Esquire, of her
right to appeal from this adjudication of incapacity and to
petition to modify or ter~inute the guardianships created
herein.
By the court,
Anthony DeLuca, Esquire
Solicitor for Area Agency on Aging
P~J. Russo, Esquire
~;~t-appointed counsel for M.B. Leyder
:lkt
IN THE MATTER OF TilE PERSON
AND ESTATE OF:
IN TilE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MILDRED B. LEYDER,
AN ALLEGED INCAPACITATED
PERSON
ORPHANS' COURT DIVISION
NO. 21-96-1041
III REI PETITION FOR GUARDIANSHIP
DEFORE OLER. J.
OPINION AND ORDER OF COURT
OLER, J., Februnry G, 1997.
At iDDue in the preDent case is whether Mildred B.
Leyder should be ndjudicated an incapacitated person, and if so
whether Petitioner, the Area Agency on Aging,
County of Cumberland, Dhould be appointed plenary guardian of
her person and Financial Trust Company of Carlisle, Cumberland
County, Pennsylvania, should be appointed plenary guardian of
her estate. A hearing was held on the matter on ThurSday,
February 6, 1997, before the undersigned judge. Based upon the
evidence pre Dented at the hearing, the following Findings of
Fact, Adjudication and Order of Court are made and entered:
FINDINGS OF FACT
1. The allegedly incapacitated person is Mildred B.
Leyder, n domicilinry of Cumberland County, Pennsylvania,
preDently reDiding at Manor Care, Carlisle, Cumberland County,
PennDylvnnin, nnd formerly residing at 201 North Hanover Street,
c.1rllsle, Cumberlnnd County, Pennsylvania.
2. MD. Leyder was born on June 11, 1913.
3. Petitioner is the Area Agency on Aging, County of
Cumberland, 16 West High street, carlisle, Pennsylvania,
4. The allegedly incapacitated person, Mildred B.
Leyder, suffers from a condition known as senile dementia of the
Alzheimer type. She has suffered from this illness for at least
a year and has been in deteriorating mental health as a result
of that condition, which is a progressive illness.
5. As a result of the aforesaid condition, the
allegedly incapacitated person is an adult whose ability to
receive and evaluate information effectively and communicate
decisions is impared to such a significant extent that she is
totally unable to manage her financial resources and totally
unable to meet essential requirements for her physical health
and safety.
6. The aforesaid condition is apparently of a
permanent nature.
7. Based upon the aforesaid condition, the Court
finds that it is necessary to establish a plenary guardianship
with respect to the estate and person of Mildred B. Leyder.
B. In the absence of a contrary prognosis at this
time, the nature of the guardianship required must be said to be
indefinite, pending further Order of Court, and apparently
permanent.
9. The guardianship to be established herein is
necessary notwithstanding outside assistance which Ms. Leyder
has received.
10. putitloour iu an ontity qualified under 20 Pa.
C.S. soction ~~ll(r) to ourvo aD plonary guardians of
MD. Loydor'O purDon and Financial Trust company is an entity
qualiriod undor 20 Pa. c.s. section 5511(f) to serve as plenary
guardian or her ootato.
11. Tho rorogoing Findings of Fact are made on the
basio or clear and convincing evidence.
bDJUDICATIOti
The provisions respecting an adjudication of
incompetency hove recently been amended and are contained in 20
pa. c.s. sections 5501 at seq. petitioner has complied with
these provisions in terms of notice of the hearing herein.
At the hearing the court received testimony from a
numbor of persons, including the allegedlY incapacitated
person's nephew, Gary Leyder, Esquire, and her brother, Donald
Leyder. The court notes for the record its appreciation of the
willingneSs of Gary Leyder, Esquire, to serve as guardian of
Ms. Leyder'S person and estate.
Based upon the foregoing Findings of Fact, the
following order of court will be entered:
ORDER OF COURT
AND NOW, this 6th day of February, 1997, upon
consideration of the petition for APpointment of permanent
Plenary Guardian of the Person and Estate, and following a
hearing, Mildred B. Leyder is adjudicated an incapacitated
person and the Area AgencY on Aging, county of cumberland, is
appointed plenary guardian of her person and Financial Trust
EXHIBIT B
FliF~11EP':.~'1H 111
.
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BI~~ TO
. STATEMENT
MANORCl\U Hf;ALTH SERVICE
960 walnut Bottom Road
Carlinlo, PA 17013
(717) 249-0085
RETURN WITH PAVMENT FOR
PROPER CRIlOIT
(AtCCl,d Amoun\ 01 paymeml
Dr
Davlc1 Gority
Finanaial Trust Sorvic.. Co.
P.O. Box 220
carlisle, PA 17013
L
-,
_J
C1~ARGf6 Oil PAYMENTS INCURREP
AFTER OlLUNlJ CAlK WILL APPeAR
ON NF.lCT 8'ATCMI!NT RENllERED,
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......."'" . U~lf M1C
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= 00Ilf' ~t"ViCi RCHOCIIIiU alAllGU .. .,
OIlel)IT~
03/01/97 Previous Balance ..- -- ' 20,liio.Zl.... ....-... .
03/25/97 Payment - Thank YOU 5,000.00
04/01..04 /30/97 Room Charge 30 days at 120.00 3,600.00
03/31/97 Pealth Shakas (qty 18) 22.14
03/20/97 Liquid Dial Soap (qty 1) 3.31
03/31/97 Health Shake8 (qty 53) 65.19
03/31/97 Laundry (qty 31) 15.50
03/31/97 T.V. Cable (qty 1) 5.00
... '. payment Due Upon Receiptl
-
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APR 0 8 1997. b'f-
MILDRED B. LEYDER
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-96-1041
IN THE MATTER OF THE PERSON
AND ESTATE OF:
ORDER
AND NOW, to wit, this
;l. ~ tl,
day of May, 1997, upon
consideration of the within Petition, and on Motion of Anthony L.
DeLuca, Esquire, attorney for the Petitioner, the Rule to Show
Cause executed on April 9, 1997 wherein Financial Trust company,
the Plenary Guardian of the Estate of Mildred B. Leyder, requests
the authority to compensate Manor Care in the amount of $18,B91.35
for the services provided to date and to authorize the expenditure
of principal for the health, welfare and maintenance of Mildred B.
Leyder as it may deem necessary in the future is hereby made
Absolute and Financial Trust company is authorized to proceed in
the payment of said bills.
BY THE COURT,
J
MILDRED B. LEYDER
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-96-1041
IN THE MATTER OF THE PERSON
AND ESTATE OF:
MOTION TO MAKE RULE ABSOLUTE
AND NOW, this;l7(~day of May, 1997, the Petitioner, Financial
Trust company of 1 West High street, Carlisle, Cumberland county,
Pennsylvania moves this Honorable Court to make the Rule to Show
Cause signed by the Judge J. Wesley Oler, Jr. on April 9, 1997
Absolute for the following reasons:
1. No objections have been filed by counsel representing
Mildred B. Leyder or the Area Agency on Aging to the
Petition to Invade Principal of the Estate of Mildred B.
Leyder;
2. Counsel for Mildred B. Leyder in his response to Petition
to Invade Principal of the Estate of Mildred B. Leyder
requests that this Honorable Court grant Financial Trust
Company, the Plenary Guardian of the Estate of Mildred B.
Leyder, the authority to compensate Manor Care for the
services provided in the amount of $lB,B91.35, as well as
all reasonable services provided by Manor Care in the
future; and
3. said response of counsel for Mildred B. Leyder is in
substantial conformity with the prayer as setforth in the
Petition to Invade
)/' AD /J
(, ; 4v :x.. .{!P iZ<.(L
Anthony L. Luca, Esquire
113 Front Street
P.O. Box 35B
Boiling springs, PA l7007
Attorney for Petitioner
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For the Account 01:
I'U:N"'~Y GIIJIIWI..t.v, ,Ill W/lm /I. 1.I11lW
Account Number:
.12 OIJ 52.10 07 b
Date:
JUNE .10, 1997
Review of Assets
hi.
Sh..... or Unll Invlllment Tot.1 Annuli Curr.nt
Plr V.lue M.rk.. CoU Bul. M.rktl V.lu. Incom. Vleld
CASH
INCOME CASH 0.00 0.00
PRINCIPAL CASH -2,581.29 -2.581.29
TOTAL CASH _2,581.29 .2.581.29
CASH EQUIVALENTS
U,S, SAVINGS BONDS
7,000 SERIES E AND EE U S SAVINGS 3,500.00 3,500.00 0 0.00
BONDS
BANK CERTIF OF DEP
14.000 FARMERS TRUST CD 63179 14,000.00 14,000.00 742 5.30
5.30'10 DUE 7/2/97
20,000 FARMERS TRUST CD 88471 20.000.00 20,000.00 1. 020 5.10
5.10% DUE 7123197
10,000 FARMERS TRUST CD 75790 10,000.00 10,000.00 510 5.10
5.10'10 DUE 8/6197
TOTAL BANK CERTlF OF DEP 44,000.00 44,000.00 2.272 5.18
TOTAL CASH EQUIVALENTS 47.500.00 47.500.00 2,272 4,78
GRAND TOTAL 44,918.71 44,918,71 2,272 5.08
PaOI ,
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Financial r"'lI~1 (;ollll)Clny .
'''Lf\'ICCS
HII.lfIfi;Ill"rU\1 CUIJl
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~Ol Ihl Account 01:
IJ/JNAUI'WItlIUII..tN:.If/WU/'IJI/.//1I1W
Account Numbll:
.1Z 00 ,';2.10 07 ,i
Dllo:
"'"mtl/'/UI.I. N~71"',,".~IrIIl.vt:.lO. 1"~17
Receipts & Disbursements
Incom. PrincipII Inv..tmenl
D.II C.." C..h Co. I Bul.
BEGINNING BALANCES .20.01 0.00 21,713.91
04/02/97 DIVIDEND 90.13
PROVIDENT FED FUND-PRINCIPAL
04/02/97 DIVIDENO 14.54
PROVIDENT TEMP FUND-INCOME
04/03/97 PURCHASE -84.66 84.66
PROVIDENT TEMP FUND. INCOME
04/04/97 3.500.00
SERIES E AND EE U S SAVINGS BONOS
04/07197 INTEREST/FTC C/O # 1-63179 182.96
04/07/97 RECD FROM MILDRED LEYDER 14,000.00
FARMERS TRUST CO 63179 5.30% DUE 7/2/97
04/07/97 RECD FROM MILDRED LEYDER 20.000.00
FARMERS TRUST CO 88471 5.10% DUE 7/23/97
04/07/97 RECD FROM MILDRED LEYDER 10,000.00
FARMERS TRUST CO 75790 5. 10% DUE 8/6/97
04/07/97 FARMERS TRUST -110.00
FEE TO DRILL SAFE DEPOSIT BOX
04/08/97 CSA ANNUITY 1.277.14
04/08/97 CARLISLE COMM. AMBULANCE -250.00
BALANCE DUE SERVICES
04/08/97 PURCHASE -72.96 72.96
PROVIDENT TEMP FUND-INCOME
04/09/97 DARLENE L MOYER. C/O CTCB -9.90
1997 PERSONAL TAXES
04/09/97 REDEEM 259. 90 -259.90
PROVIDENT FED FUND-PRINCIPAL
04/09/97 PURCHASE -1.277.14 1.277.14
PROVIDENT TEMP FUND-INCOME
04/10/97 PP&L -12.36
SERVICE 2/26-3/26197
04/10/97 UNITED OF PA -7.80
SERVICE
04/11/97 REDEEM 20.16 -20.18
PROVIDENT TEMP FUND-INCOME
PI;' 2
~or thl Account of:
I'I.l:NMlY GIIA/WI"N: ,Ill I /JIlW /I. I.nll,.,l
Account Number:
.1Z Oil 52,10 117,;
Dill:
f",," ..u'/lI I. I, Igg7 t10nlllxh JIINI: .lll, 1:1:17
f. . \T"l\SI(., .
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/'I./:NMlymMIl/ll..l,v:,II/W/m> /I. 1.I1'1Jr/1
Account Numb.,:
.1200 52.10 117 Ij
D.t.:
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Financial r"IS.' COl1llJany .
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:"') .\llt-II RUol.I. 1'.0. 1\'1\ '..!~n. C.lIlnlC'.I'.\ 11'111
1;11, ~n. N'ill'
Receipts & Disbursements
Income Prlnclp.1 Inv..lm.nt
0.1. Cash Cuh COil Sui.
05/02/97 REDEEM 250.00 -250.00
PROVIDENT TEMP FUND-INCOME
05/05/97 MONTHLY CSA ANNUITY 1,279.06
05105/97 TRUST DEPARTMENT FEE FOR QUARTER ENOED 04/30/97 -167.50
05/05/97 PURCHASE -99.17 99.17
PROVIDENT TEMP FUND-INCOME
05/06/97 INTEREST 124.36
FARMERS TRUST CD 75790 5.10% DUE 8/6/97
05/06/97 REDEEM 165.56 -185.58
PROVIDENT TEMP FUND-INCOME
05/07/97 BELVEDERE MEDICAL CORP -20.00
BALANCE OUE SERVICES
05/07/97 PURCHASE -124.36 124.36
PROVIDENT TEMP FUNO-INCOME
05/08/97 VITALlNK PHARMACY SERVICES -5.61
NON PRESCRIPTION ORUGS
05/08/97 REDEEM 20.00 -20.00
PROVIDENT TEMP FUND. INCOME
05/09/97 MANORCARE HEALTH SERVICES 372 -6.00
TV CABLE CHARGE
05/09/97 REDEEM 5.61 -5.61
PROVIDENT TEMP FUND-INCOME
05/12/97 CONESTOGA AUCTION CO - PROCEEDS SALE OF HUMMELS 2,357.10
05/12/97 REDEEM 6.00 .6.00
PROVIDENT TEMP FUND-INCOME
05/13/97 PURCHASE -2.357.10 2.357.10
PROVIDENT FED FUND-PRINCIPAL
OS/27/97 CARLISLE HOSPITAL -196.00
BALANCE DUE SERVICES 1/1/97
OS/28/97 REDEEM 196.00 -196.00
PROVIDENT TEMP FUND.INCOME
OS/29/97 MANORCARE HELATI-l SERVICES -18.891.35
CARE PER COURl ORDER
OS/29/97 REDEEM 18.891.35 -18.891.35
PROVIDENT FED FUND-PRINCIPAL
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Account Numblr:
.1200 5!JII 07 6
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r"'mM'Im. I, 1997,'",mgh IIINt:.lll, I!197
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Account Numblr:
JZIJIJ52.111117,i
Dill:
SIl' 11;\11/1.'/1 .111, '!1~7
F. . 1 TI~,.lSl C m
'InancJa S . ompany
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:1I').\IIf"n 14,1/,1.1. .',n, U"n :!~'J.t'.lIl1,IC'.IJ,\ litll:i
17111 :! 1:1. !il)."
Review of Assets
hL
Shun or Unll Invttlmul Total AnnUli Cur...n'
Pu Valu. Mark,1 Co.t Bul. Marhl VII". Incom. Ylold
CASH
INCOME CASH 0.00 0.00
PRINCIPAL CASH 0.00 0.00
TOTAL CASH 0.00 0.00
CASH EQUIVALENTS
U.S, SAVINGS BONDS
7,000 SERIES E AND EE U S SAVINGS 3,500.00 3.500.00 0 0.00
BONDS
MISC CASH EQUIV.TXBL
4,366.30 PROVIDENT TEMP FUND-INCOME 4.366.30 4.366.30 240 5.50
23,496.18 PROVIDENT FED FUND.PRINCIPAL 23,496.16 23,496.18 1,257 5.35
TOTAL MISC CASH EQUIV. TXBL 27,862.48 27.662.48 1,497 5.37
TOTAL CASH EQUIVALENTS 31,362.48 31.362.46 1,497 4,77
GRAND TOTAL 31,362.48 31.362.46 1,497 4.71
Pig. t
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. manClil S.' . ,ompany
. l:l VIces
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110 .\II,on It.wi, ('0. 1\0\ '.!'.!Ij. ClIlull", 1',\ INI1
17111 '.!.,. .';tlllI
For th. Account 01:
I'I1:NM/Y(;(I:II/ll/.tN:.IIlW//W /I. u:\'/lm
Account Numb.r:
.1200 52.1/1/17li
D.t.:
/'",,""ll.Y I. 1!'~7 tllI.",.~h ~/l'I1;ll/Im .111, /'1"7
Receipts & Disbursements
Income Principal lnv.llmtnl
0.11 C..h C..h COil Bul,
BEGINNING BALANCES 0.00 -2,581.29 47,500.00
07/01/97 PURCHASE .1,279.06 1,279.08
PROVIDENT TEMP FUND-INCOME
07/02/97 DIVIDEND 23.87
PROVIDENT FED FUND. PRINCIPAL
07/02/97 DIVIDEND 14.57
PROVIOENT TEMP FUND-INCOME
07/02/97 INTEREST 184.99
FARMERS TRUST CD 63179 5.30% DUE 7/2/97
07/02/97 MONTHLY CSA ANNUITY 1,279.06
07/07/97 MATURED 14,000.00 -14,000.00
FARMERS TRUST CD 63179 5.30% DUE 7/2/97
07/08/97 PURCHASE -11.418.71 11,418.71
PROVIDENT FED FUND-PRINCIPAL
07/08/97 PURCHASE -223.43 223.43
PROVIDENT TEMP FUND-INCOME
07/10/97 MANORCARE HEALTH SERVICES 372 -4.712.15
ROOM AND BOARD
07/11/97 REDEEM 4.712.15 -4,712.15
PROVIDENT FED FUND-PRINCIPAL
07/17/97 VITALlNK PHARMACY SERVICES -5.61
NON PRESCRIPTION DRUGS
07/17/97 REDEEM 5.61 -5.61
PROVIOENT TEMP FUND-INCOME
07/18/97 RURAL METRO MEDICAL SERVICES -40.00
TRANSPORT 6/30/97
07/21/97 REDEEM 40.00 -40.00
PROVIDENT TEMP FUND-INCOME
07/23/97 INTEREST 254.30
FARMERS TRUST CD 88471 5.10% DUE 7/23/97
07123/97 RDMD 20000 20.000.00 -20.000.00
FARMERS TRUST CD 88471 5.10% DUE 7/23/97
07/24/97 PURCHASE -20,000.00 20.000.00
PROVIOENT FED FUND-PRINCIPAL
07/24/97 PURCHASE -254.30 254.30
PROVIDENT TEMP FUND-INCOME
Plgt 2
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Financial Ts l:.L\:'i.1 C0ll11Jany II
. t;. l'lces
FIIl.III1"i.lllll1'll ('olP
.\1'1\11<'11 I{",ld. I' o. n.., '~~'I'<< _HIL,I.. 1',\ I i.d'
1711 I ':! I' . ""HI'
For th. Account 01:
l'U:NMlYWlMl/J/,lN: .1111 OHm /I. /.rWrtl
Account Numb.r:
.1200 .;2.11/ 1/7';
0.10:
rmm Jill. Y I. I!I'/7 IhnJl/g/. SI1'1I:II/IlR .10. 1!~17
Receipts & Disbursements
Incom. Principal In......lm.nt
0.11 Cuh Cash Coli Bul,
08/01/97 PURCHASE '1.279.06 1.279.06
PROVIDENT TEMP FUND.INCOME
08/04/97 DIVIDEND 49.46
PROVIDENT FED FUND-PRINCIPAL
08/04/97 DIVIDEND RECEIVED 7.05
PROVIDENT TEMP FUND-INCOME
08/04/97 MONTHLY CSA ANNUITY 1.279.06
08/06/97 RDMD 10000 10.000.00 ,10.000.00
FARMERS TRUST CD 75790 5.10% DUE 816/97
08/06/97 TRUST DEPARTMENT FEE FOR QUARTER ENDED 07/31/97 -187.50
08/07/97 INTEREST ON 10000 PAR VALUE 128.54
FARMERS TRUST CD 75790 5.10% DUE 8i6197
08/07/97 PURCHASE .10.000.00 10.000.00
PROVIDENT FED FUND-PRINCIPAL
08107/97 REDEEM 130.99 -130.99
PROVIDENT TEMP FUND-INCOME
08/08/97 PURCHASE -128.54 128.54
PROVIDENT TEMP FUND-INCOME
08113/97 VITALINK PHARMACY SERVICES -28.99
PRESCRIPTION DRUGS
08/14197 REDEEM 28.99 -28.99
PROVIDENT TEMP FUND-INCOME
08/26/97 BELVEDERE MEDICAL CORP -10.00
BAlANCE DUE SERVICES 816/97
08/27/97 REDEEM 10.00 -10.00
PROVIDENT TEMP FUND-INCOME
08/29/97 PURCHASE .1.279.06 1. 279.06
PROVIDENT TEMP FUND-INCOME
09/02/97 MANORCARE HEALTH SERVICES 372 .4.555 92
ROOM AND BOARD
09/02197 MONTHLY CSA ANNUITY 1 .279.06
09/03/97 DIVIDEND 159 74
PROVIDENT FED FUND. PRINCIPAL
09/03/97 DIVIDEND 14 48
PROVIDENT TEMP FUND-INCOME
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I'U:N..tUY (; II:l1WI, t.\': .111 W/lf/) II. /.I.1'/lm
Accaunt Numb..:
.1200 52.10 1/7 ti
Dill:
f'mm 'III.Y I. 1997 th,,'ugh ~Il''':\l/fm .10, /!N7
Receipts & Disbursements
Incem. PrincipiI lnvlUmlnl
DI'I c'ln Cash COI' B..I,
09/0J/97 REDEEM 4,555.92 .4,555.92
PROVIDENT FED FUND. PRINCIPAL
09/04/97 PURCHASE .174.22 174.22
PROVIDENT TEMP FUND.INCOME
09/08/97 MANORCARE HEALTH SERVICES J72 .8,654.46
ROOM AND BOARD
09/09/97 REDEEM 8.654.46 .8,654.46
PROVIDENT FED FUND.PRINCIPAL
09/11/97 DARLENE L MOYER. C/O CTCB .9.90
1997.98 PERSONAL TAXES
09/11/97 REDEEM 9.90 .9.90
PROVIDENT TEMP FUND. INCOME
09/12/97 VITALlNK PHARMACY SERVICES .25.88
PRESCRIPTION DRUGS
09/15/97 REDEEM 25.88 .25.88
PROVIDENT TEMP FUND.INCOME
ENDING BALANCES 0.00 0.00 J1,382.48
'lgI .
.-."
Financial '"f''''~t COIllI)any II
Sc..:IVICCS
Fill.lIld;al rnl\1 Curp
jln .\lIrn It",lt!, I'.fl, [l,)'e :.!~IJ' f.ulnlc. I'A 17013
1111, :.! 13. Slit;'
Far th. Accounl a':
I'U:NAI(YC;!MIWltlN:.lflWIU'/J/I.I.l.1'nm
Account Numb.r:
J2 00 52..1007 ri
O.t.:
fnrm IlI/.Y I. 1997 t/rnl/lS" ~11J 11;ll/IflLlO, 19!17
Capital Gain Statement
C.pll.IO.ln
D.le of o.t. or
SecurUy Hlml Shar.. Pun:h.,alCol. S'laJProe..d, Short long
FARMERS TRUST CO 63179 14000 07/02/85 07/02/97 0.00
5.30% DUE 7/2/97 14.000.00 14.000.00
FARMERS TRUST CD 88471 20000 01/23/90 07/23/97 0.00
5.10% DUE 7/23/97 20,000.00 20,000.00
FARMERS TRUST CD 75790 10000 08/06/88 08/06/97 0.00
5.10% DUE 8/6/97 10.000.00 10.000.00
TOTAL 44,000.00 44,000.00 0,00 0.00
Pag. S
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For thl Account 01:
PLENtI/{Y<;(L.llW/,\"': ,lfl/.1l/U'/J II. /./."Yll/l{
Account Numblr:
JZ 00 52.JO 07 Ii
Dlto:
o<.-rollm J/. 1997
Fi nandal ~J'US.l Company II
SCJ'\'lCCS
FilliUlrii\1 '1'111\1 CIlI II
J11) ,\II~n Ito."1. 1',0. Uo\ ~:!o. (',ulhl~. 1'.\ 170L1
lil71 ~U. Hlll)J
Statement Of Account
Contlntl
Review of Assets /1
Receipts & Disbursements / 2
Summary Statement of Transactions / 3
Statement of Transactions / 5
Summary of Dividends & Interest / 16
EFFECTIVE NOVEMBER 1. 1997. A NEW STATEMENT FORMAT WILL BE PUT IN PLACF..
THE ATTACHED TRUST STATEMENT COVERS TRANSACTIONS FROM YOUR LAST STATEMENT
THROUGH OCTOBER 31. 1997 AS WELL AS A SUMMARY OF TRANSACTIONS FROM
JANUARY 1. 1997 THROUGH OCTOBER 31, 1997. THE NEW STATEMENT FORMAT WILL BE
PROVIDED ON YOUR NORMAL CYCLE AND WILL INCLUDE TRANSACTIONS FROM NOVEMBER 1
1997 THROUGH THE END OF YOUR NEXT NORMAL STATEMENT PERIOD, INCLUDED WITH
THE NEW STATEMENT WILL BE A BROCHURE DETAILING SOME OF THE SIGNIFICANT
FORMAT CHANGES TO THE STATEMENTS. THE NEW STATEMENT WILL ALSO REFLECT YOUR
NEW ACCOUNT NUMBER. PLEASE CONTACT YOUR ACCOUNT ADMINISTRATOR IF YOU HAVE
ANY COMMENTS OR QUESTIONS REGARDING YOUR STATEMENT, THANK YOU FOR YOUR
CONTINUED CONFIDENCE IN OUR ABILITY TO MEET YOUR FINANCIAL OBJECTIVES.
For the Account 01:
/'/.fNMIYt;(HIWI,tN, ,IIIUmm II. /.nll/'ll
Account Numb.r:
.12 (HJ Sl.10 07 ri
D.t.:
ocro/lrR.11. W97
Financial 'frus.tCompan)' II
ServIces
Fin;llll"j,11 rlll'\l e'lll'
:ill) ,\11"11 1(",1.1. II,el. n.." 'J'.!f) -Clflnl,.. 1'.\ 171)):\
1711,'.!U.I\i!tij
Review of Assets
ht.
Sh.,... or Unll InV'ltm.nl Toll' Annuli Curr.nl
P., Value M.rkel Colt Bul, Marhl V.lu. Income Yield
CASH
INCOME CASH 0.00 000
PRINCIPAL CASH 0.00 0.00
TOTAL CASH 0.00 0.00
CASH EQUIVALENTS
U.S, SAVINGS BONDS
2,000 US SAVINS BOND SER E 359.520 1,000.00 7.190.40 0 0.00
ISSUED 12(75
1,000 US SAVINGS BOND SER E 359.560 500.00 3,595.60 0 0.00
ISSUED 03/76
1. 000 US SAVINGS BOND SER E 347.160 500.00 3,471.60 0 0.00
ISSUED 12/76
3.000 UNITED STATES SVGS BDS SER E 304.480 1,500.00 9,134.40 0 0.00
DT012/01/77 12/01/82
TOTAL U.S. SAVINGS BONDS 3,500.00 23.392.00 0 0,00
MISC CASH EQUIV.TXBL
5,756.27 PROVIDENT TEMP FUND. INCOME 5,756.27 5,756.27 318 5.52
23,496.18 PROVIDENT FED FUND. PRINCIPAL 23,496.18 23,496.18 1,270 5.41
TOTAL MISC CASH EQUIV.TXBL 29,252.45 29,252.45 1,588 5.43
TOTAL CASH EQUIVALENTS 32,752.45 52.644.45 1,588 3.02
GRAND TOTAL 32.752.45 52,644.45 1.588 3.02
Pig. I
For th. Account 01:
I'LLNMl YlaM/l/ll..t N: .\flUmm 1/. UTIl/'Il
Account Numb.r:
3200 52.10 07 ri
Olt.:
f,"m OC/'O/lf/l I. 1!l!17Ih..,,,S/' OtTOI/f/l.11. I!~17
F. . lTrt1sl(~ .
'Inancla S . .ompany
. cr\'lccs
1:i!Mllt"i,tl TllI~' ('olP
JII) ,\l1l"n It",.,I. ",n, n,), '~'.:q. Luli\ll". 1'.\ IN!:'
111]1 '.! I.t. HI;IU
Receipts & Disbursements
Incoma Principal Iny.,lmanl
Da'. Cnh Cllh COI' Bnla
BEGINNING BALANCES 0.00 0.00 31,362.48
10/01/97 PURCHASE -1,279.06 1.279.06
PROVIDENT TEMP FUND-INCOME
10/02/97 DIVIDEND 115.37
PROVIDENT FED FUND-PRINCIPAL
10/02/97 DIVIDEND 19.75
PROVIDENT TEMP FUND-INCOME
10/02/97 MONTHLY CSA ANNUITY 1.279.06
10/03/97 PURCHASE -135.12 135.12
PROVIDENT TEMP FUND-INCOME
10/10/97 VITALINK PHARMACY SERVICES -24.21
PRESCRIPTION DRUGS
10/10/97 REDEEM 24.21 -24.21
PROVIDENT TEMP FUND-INCOME
10/23/97 CHARGE OFF -3.500.00
SERIES E AND EE U S SAVINGS BONDS
10/23/97 SET UP 500 . 00
US SAVINGS BOND SER E ISSUED 12/76
10/23/97 SET UP 500.00
US SAVINGS BOND SER E ISSUED 03/76
10/23/97 SET UP 1,500.00
UNITED STATES SVGS BDS SER E DTD12/01l77 12/01182
10/23/97 SET UP 500.00
US SAVINS BOND SER E ISSUED 12/75
10/23/97 SET UP 500.00
US SAVINS BOND SER E ISSUED 12/75
ENDING BALANCES 0.00 0.00 32,752.45
P.ge 2
For th. Account 01:
1'/.L"Vtl/{YGtL-l/WlAN: ,Ill WHflJ II. 1.l.'Yl1/:U
Account Numbor:
32 00 52.10 07 ri
Dot.:
rrom f'F./IlWA/{Y I. /99711",,,,.~h ocrollm .11, /!I!17
F. . ITruSl(" II
'mancJa S . ,ompany
. cr\'lccs
Hlland;.1 Trml CIlI II
~lll.\lIl"n Ro.!'1, II,n. n,), ~:!O. Lltl"I.., 1'.\ 1';")1,'
17111 '.!u. Ml}l)J
Summary Statement of Transactions
Incom. Principal Invellment
elsh Calh COil B..I,
BEGINNING BALANCES 0.00 0,00 0,00
RECEIPTS
CONTRIBUTIONS 25,433.03
ORDINARY DIVIDENDS 722.53
CSA ANNUITY 15,257.36
NON. TAXABLE CONTRIBUTION TO INCOME CASH 2.082.66
PROCEEDS FROM MATURITIES 44.000.00 -44,000.00
PROCEEDS FROM THE SALE OF ASSETS 12,095.34 43.355.56 -55,450.90
TOTAL RECEIPTS 30,157.89 112,766.59 .99,450,90
DISBURSEMENTS
FIDUCIARY FEES -375.00
OTHER EXPENSES -269.42 -45,926.95
NURSING HOME BILLS -8.695.89
PRESCRIPTION BILLS -82.89
ELECTRIC BILLS -126.73
TELEPHONE BILLS -89.62
REAL ESTATEiPERSONAL TAXES -21.10
LOCK BOX RENT -16.20
MEOICAL -703.97
REPAIRS AND MAINTENANCE -213.00
RENT, ROOM AND BOARD -1,650.00
TELEVISION CABLE .42.46
REAL ESTATEiPERSONAL TAXES .9.90
PURCHASES OF ASSETS -17.851.61 -66,851. 74 84,703.35
TOTAL DISBURSEMENTS .30.157.89 ,112,786.59 64,703.35
Page 3
For th. Account 01:
Pf.EN..tRYGliJlIWltlN: M/I.lJIlflJ /I. 1.1.1TJ/1l
Account Numb.r:
3200 5210 07 Ii
D...:
From fTlI/lll..tllY I. 1997Ihr"/I.~h OCrOllm .II. 1997
Financial ~ru~tCompany .
Services
~'inal1t'i;11 '1'111\1 ("01 P
~Il) .\111'11 1(.1.1I1. 1'.0. Illl\ ~~l). C."h,I~. 1''\ 17QI:t
17171 ~ r'. S(h)j
Summary Statement of Transactions
Income Principal Inv..tm.nt
CIsh Cllh Cost Bul,
NON CASH TRANSACTIONS
SECURITIES DEPOSITED TO THE ACCOUNT 51.000.00
SECURITIES DISTRIBUTED FROM THE ACCOUNT .3,500.00
TOTAL NON CASH TRANSACTIONS 0.00 0.00 47.500.00
ENDING BALANCES 0.00 0,00 32,752,45
Pia- ..
FDr th. ACCDunt DI:
1'1,/,NMIYI;I/.WIlIAN:.II/UlIlrtJII.tnllf/l
ACCDunt Numb.r:
.12 IHJ:i1.10 07/;
D.lo:
/,,,,,,,ITIIIWMIl'I, /~!/71"r""g" nCl()IIIJI.11, /!/'17
F. . I Trllsl (' .
'I mll1CI<l S . ,()l11pany
. cr\'lCCS
nll.Uln.11 1'111" Cnrp
\I.).\II,.n It., 1'1. 1'11. 1\", :!'."I -Lull.t.., P.\ 1;')1:1
,il1, ~ll. ~')'d
Statement of Transactions
Incom. PrincipII Inv.'lm.nt
Oal. Cuh Cuh Co,, aull
CONTRIBUTIONS
02128/97 PROCEEDS FTC SAVINGS ACCT 1.310139 18,086.47
02128/97 PROCEEDS FTC CHECKING ACCT 4.24722 3.618.36
03/21/97 CASH FOUND AT APARTMENT 9,08
04/24/97 KENNY'S AUTION PROCEEDS FROM SALE OF PERSONAL 1.340.62
PROPERTY
05/12/97 CONESTOGA AUCTION CO . PROCEEDS SALE OF HUMMELS 2.357.10
06/13/97 PROCEEDS SALE OF COINS 21.40
TOTAL CONTRIBUTIONS 0.00 25,433.03 0.00
ORDINARY DIVIDENDS
04/02/97 DIVIDEND 90.13
PROVIDENT FED FUND. PRINCIPAL
04/02/97 DIVIDEND 14.54
PROVIDENT TEMP FUND.INCOME
05/02/97 DIVIDEND RECEIVED 95.05
PROVIDENT FED FUND. PRINCIPAL
05/02/97 DIVIDEND RECEIVED 4.72
PROVIDENT TEMP FUND.INCOME
06/03/97 DIVIDEND 101.72
PROVIDENT FED FUND. PRINCIPAL
08/03/97 DIVIDEND 12.08
PROVIDENT TEMP FUND.INCOME
07/02/97 DIVIDEND 23,87
PROVIDENT FED FUND. PRINCIPAL
07102/97 DIVIDEND 14.57
PROVIDENT TEMP FUND.INCOME
08/04/97 DIVIDEND 49 .46
PROVIDENT FED FUND. PRINCIPAL
08/04/97 OIVIDEND RECEIVED 7,05
PROVIDENT TEMP FUND.INCOME
09/03/97 DIVIDEND 159.74
PROVIDENT FED FUND. PRINCIPAL
Page 5
For tho Account 01:
I'L/:N..u~y c;IMlW/tlN: .\11 Wl/I.'/) II. l.n1J/Jl
Account Numb.r:
.120052.10071;
D.t.:
I'M" ITlI/WAl~Y I. 199711l'<I"gh OClOllrtl .11, /!197
F. . ITrustC II
'InanCla S' .,()1l1pany
, crvlccs
Finanl"ial Till'll eOI p
:"0,\111"11 I({'-'II. 1'.0. Ih, ~~I)' C.ull,I,..I',\ 171)13
1117, '.!13. 1'III0j
Statement of Transactions
Incom' PrincipII Inve.tmlnt
D.t, Cuh C..h CClllBul1
08/07/97 INTEREST ON 10000 PAR VALUE 128.54
FARMERS TRUST CO 75790 5.10% DUE 8/6/97
TOTAL NON.TAXABLE CONTRIBUTION TO INCOME CASH 2,082.68 0.00 0.00
PROCEEDS FROM MATURITIES
07/07/97 MATURED 14,000.00 -14,000.00
FARMERS TRUST CD 63179 5.30% DUE 7/2/97
07/23/97 RDMD 20000 20,000.00 -20,000.00
FARMERS TRUST CD 88471 5.10% DUE 7/23/97
08/08/97 RDMD 10000 10,000.00 -10,000.00
FARMERS TRUST CD 75790 5.10% DUE 8/6/97
TOTAL PROCEEDS FROM MATURITIES 0,00 44,000.00 -44.000.00
PROCEEDS FROM THE SALE OF ASSETS
03/07/97 REDEEM 1,893.28 -1,893.28
PROVIDENT TEMP FUND. INCOME
03110/97 REDEEM 152.97 -152.97
PROVIDENT TEMP FUND-INCOME
03/13/97 REDEEM 107.62 .107.62
PROVIDENT TEMP FUND-INCOME
03/24/97 REDEEM 128.00 -128.00
PROVIDENT TEMP FUND-INCOME
03/25/97 REDEEM 4,979.99 .4,979.99
PROVIOENT TEMP FUND.INCOME
04/09/97 REDEEM 259.90 -259.90
PROVIDENT FED FUND.PRINCIPAL
04/11197 REDEEM 20.16 .20.18
PROVIDENT TEMP FUND.INCOME
04/21197 REDEEM 50.86 -50.88
PROVIDENT TEMP FUND.INCOME
04/22/97 REDEEM 85.00 -85.00
PROVIDENT TEMP FUND-INCOME
04/24/97 REDEEM 10.00 -10.00
PROVIDENT TEMP FUND-INCOME
05/02/97 REDEEM 250.00 -250.00
PROVIDENT TEMP FUND-INCOME
Pagl 7
Fa. th. Account 01:
PI.I:.\'..tIU'I;II..t1WI:1,v: ,III WIU'" II. 11T11I'1l
Account Numb..:
JZOO.'i2.1007ri
Oltl:
,."'''' f'/l/1W"'lY I. I!N711"''''g/r ClCIOII/Jl .11, 1!/'/7
F. . ITrllSL(, .
'mill1CliI S . .0111!)ilny
, en'lces
Fillalldal I'Ill"d Clllp
Jlil,\Il.... It'M,I.II,I' n'l\ '.!'~!J.LlIh'I~.I),\ 1;01:1
lil71 ~u . SIll):'
Statement of Transactions
Incom. PrincipII Inv..lmlnt
0"1 Cuh Cnh CO'I eul.
09/15/97 REDEEM 25,88 .25.88
PROVIDENT TEMP FUND. INCOME
10/10/97 REDEEM 24,21 .24.21
PROVIDENT TEMP FUND. INCOME
TOTAL PROCEEDS FROM THE SALE OF ASSETS 12.095.34 43,355.56 .55,450.90
FIDUCIARY FEES
05/05/97 TRUST DEPARTMENT FEE FOR QUARTER ENDED 04/30197 .187.50
08/06197 TRUST DEPARTMENT FEE FOR QUARTER ENDED 07131/97 .187,50
TOTAL FIDUCIARY FEES .375.00 0.00 0,00
OTHER EXPENSES
03/12197 VITALlNK PHARMACY SERVICES .82,62
NON PRESCRIPTION DRUGS
04107/97 FARMERS TRUST .110,00
FEE TO DRILL SAFE DEPOSIT BOX
04/08/97 CARLISLE COMM, AMBULANCE .250,00
BALANCE DUE SERVICES
04/18/97 VITALINK PHARMACY SERVICES .28.09
NON PRESCRIPTION DRUGS
04/24/97 REGISTER OF WILLS AND CLERK OF THE .22,50
ORPHANS' COURT
PETITION TO INVADE PRINCIPAL OF ESTATE
05/08/97 VITALINK PHARMACY SERVICES .5,61
NON PRESCRIPTION DRUGS
05/09/97 MANORCARE HEALTH SERVICES 372 .6,00
TV CABLE CHARGE
OS/29/97 MANORCARE HELATH SERVICES .18.891.35
CARE PER COURT ORDER
06/26/97 MANORCARE HEALTH SERVICES 372 .8,863,07
ROOM AND BOARD
07110197 MANORCARE HEALTH SERVICES 372 .4,712.15
ROOM AND BOARD
07/17197 VITALINK PHARMACY SERVICES .5.61
NON PRESCRIPTION DRUGS
Plgl g
For th. Account 01:
l'/.r..vMlY (;(fA IWIAN: ,llIl./l/l/'IJ II. 1.I.1'IJ"'1
Account Numb.r:
.12 00 52.10 07 6
Dill:
r",m ITllIlllAIlY /, /997Ih""'g/r ()C/Ullt:Il.11. /!1!17
. . Trust:, .
Fl11ancJaI S' . Company
. crvu;cs
Fillitlll'i,,1 Tlmt Corp
111) .\111"11 RU.ld. 1'.0, Un' ~:.!U' C.ulnlf'. 1'.\ 1701:\
17171:.!U .lidllj
Statement of Transactions
Income PrincipII InvI.lm.nt
D.., Cuh Cuh COlt B..I,
08/13/97 VITALINK PHARMACY SERVICES .28.99
PRESCRIPTION DRUGS
09/02/97 MANORCARE HEALTH SERVICES 372 .4,555.92
ROOM AND BOARD
09/08/97 MANORCARE HEALTH SERVICES 372 .8,654.46
ROOM AND BOARD
TOTAL OTHER EXPENSES .289,42 ,45,926.95 0,00
NURSING HOME BILLS
03/24/97 MANORCARE HEALTH SERVICES 372 .5.000.00
ROOM AND BOARD
06/26/97 MANORCARE HEALTH SERVICES 372 .3,695.89
ROOM AND BOARD
TOTAL NURSING HOME BILLS .8,695.69 0.00 0,00
PRESCRIPTION BILLS
06/16/97 VITALINK PHARMACY SERVICES .32.80
PRESCRIPTION DRUGS
09/12/97 VITALINK PHARMACY SERVICES .25.88
PRESCRIPTION DRUGS
10/10/97 VITALlNK PHARMACY SERVICES .24.21
PRESCRIPTION DRUGS
TOTAL PRESCRIPTION BILLS .82,69 0,00 0,00
ELECTRIC BILLS
03/06/97 PP&L .107.80
SERVICE 1128.2/26197
04/10/97 PP&L .12.36
SERVICE 2/26.3/26/97
04/18/97 PP&L .6.57
SERVICE 3/26.4/7/97
TOTAL ELECTRIC BILLS .126.73 0.00 0.00
Pig I 10
For th. Account 01:
l'l1NMlY (;[L.llW1AN: .1111.11llf]J II. 1.1.1'IJm
Accounl Numb.r:
32 00.;1..10 07 ri
D...:
From rCll/WAllY I. 1997 th"J1/.~h oemllrtl .11, 1997
FinancialSTrus,L Company ill
crvlccs
Finandal rr 11\1 CUI P
jltJ ,\IIt" II ItO.lll, I'.n. Ih, :!~O. c.ulult". 1'.\ 11013
1717, :!I:\. !iOIl:'
Statement of Transactions
Incom. PrincipII Invltlm.nl
0.,. Ca.h Cuh COil Bul.
TELEPHONE BILLS
03/06/97 UNITED OF PA .81.82
SERVICE
04/10/97 UNITED OF PA .7.80
SERVICE
TOTAL TELEPHONE BILLS .89.62 0.00 0.00
REAL ESTATE/PERSONAL TAXES
03/06/97 DARLENE L MOVER. CIO CTCB .11.20
1996.97 PERSONAL TAXES
09/11/97 DARLENE L MOVER. CIO CTCB .9.90
1997.98 PERSONAL TAXES
TOTAL REAL ESTATE/PERSONAL TAXES .21.10 0.00 0.00
LOCK BOX RENT
04/18/97 FINANCIAL TRUST COMPANV .16.20
ANNUAL LOCK BOX RENT
TOTAL LOCK BOX RENT ,16.20 0.00 0.00
MEDICAL
03/07/97 BONSALL AND MANFREDI ASSOC .33.85
BALANCE DUE SERVICES
03/07/97 MASLAND ASSOCIATES INC .75.12
BALANCE DUE SERVICES
03/07/97 RWC EMERGENCV PHVSICIANS .10.00
BALANCE DUE
03/07/97 CARLISLE IMAGING ASSOC .34.00
BALANCE DUE SERVICES 10/20/96
03/12/97 CARLISLE COMM. AMBULANCE .25.00
WHEELCHAIR VAN TRANSPORT 10130196
04/23/97 BELVEDERE MEDICAL CORP .10.00
BALANCE DUE SERVICES
05/01/97 CARLISLE COMM. AMBULANCE .250.00
BALANCE DUE SERVICES APPLIED TO
OEDUCTIBLE PLUS NON COVERED SERVICES
Pig. 11
For thl Account 01:
PILNAf~YGLL-llWItlN:.\I1 WIIIJJ 1/. u:mlll
Account Numblr:
32 00 52.10 07 b
DIlo:
from FF.81WM~Y '. 1997 rhn"'.~/I ()c:ro///."l~ .1/. /'1~17
Financial Trtls,t Company .
Scn'lc.:cs
Fill.llldill fill'll CUI P
1ln .-\II"n RrJ.,.I. 1',1 J. nt)' :!::rl. C.ulnlf', 1'.\ IfOI3
171~) :.! U. ."I0H1
Statement of Transactions
Income PrtnelpII In.....lm.nl
Dale Cuh Cllh Cou lilli,
05/07/97 BELVEDERE MEDICAL CORP .20.00
BALANCE DUE SERVICES
OS/27/97 CARLISLE HOSPITAL .196.00
BALANCE DUE SERVICES 1/1/97
07118/97 RURAL METRO MEDICAL SERVICES .40.00
TRANSPORT 6/30/97
08/26/97 BELVEDERE MEDICAL CORP .10.00
BALANCE DUE SERVICES 8/6197
TOTAL MEDICAL .703.97 0.00 0.00
REPAIRS AND MAINTENANCE
03/21/97 JANET A. LLOYD .128.00
CLEANING APARTMENT
04/21/97 DAVE SHEIBLEY .85.00
REMOVAL OF DEBRIS FROM APARTMENT
TOTAL REPAIRS AND MAINTENANCE .213.00 0.00 0.00
RENT, ROOM AND BOARD
03/06/97 WILLIAM E. HOFFMAN .1.650.00
RENT FOR NOV. & DEC. 1996 AND JAN..
FEB. & MAR. 1997
TOTAL RENT. ROOM AND BOARD ,1.650.00 0.00 0.00
TELEVISION CABLE
03/08/97 tv CABLE OF CARLISLE -42.46
BALANCE DUE
CABLE DISCONNECTED 12/16196
TOTAL TELEVISION CABLE .42.46 0.00 0.00
REAL ESTATE/PERSONAL TAXES
04/09/97 DARLENE L MOYER, C/O CTCB .9.90
1997 PERSONAL TAXES
TOTAL REAL ESTATE/PERSONAL TAXES 0.00 .9.90 0.00
Pig. 12
Far th. Accaunt al:
1'l./:NMU'I;ILHWI..t,v: .\rll./ll~n) II. l/.'l'/lm
Accaunt Numb.r:
.12 ()(/ 51..10 117 ri
0.1.:
r"'m n'lllW,H~Y I, '~"'7 rh,,'/lg'/ OCfO/l/:U .1/, '~1o/7
F' , I Trust C' .
'1llanCla S ' .olll!)an}'
. cr\'lccs
Hlland;!1 rllnl CUI p
11'1 ,\lIrn K"_ld. 1'0. n'l\ ~:!!). c'lJh,It>, 1'.\ 111)1:1
lil1, '.!l:t. Hllllj
'Ig. t3
Far th. Account 01:
l'l1:.v"'~Y(aM'WMN: .\flWllflJ II. l./.'Y/JW
Account Numb.r:
J2 00 5l.JO 07 ri
O.t.:
l'mm IT/IlWtll~Y I, 1997 t/lm",~h OCm/lrJl JI, /997
Financial Trus.tcompany .
Services
Finall4..'ii,1 Tnnl CUr(J
310^I1~n KU.1d,il,O.lIuw. ~:!f)'C.ulitle.l'^ 1701'
(717) 21'.801)3
Statement of Transactions
Income Prlnclpll I"vellm,nl
Ol'e Cash Cuh COl' a..l,
07/08/97 PURCHASE .223.43 223,43
PROVIDENT TEMP FUND. INCOME
07/24/97 PURCHASE -20,000.00 20,000.00
PROVIDENT FED FUND-PRINCIPAL
07/24/97 PURCHASE -254.30 254.30
PROVIDEIIT TEMP FUND-INCOME
08/01197 PURCHASE -1,279.06 1,279.06
PROVIDENT TEMP FUND. INCOME
08/07/97 PURCHASE -10,000.00 10,000.00
PROVIDENT FED FUND.PRINCIPAL
08/08/97 PURCHASE -128.54 128.54
PROVIDENT TEMP FUND.INCOME
08/29/97 PURCHASE -1.279.06 1,279.08
PROVIDENT TEMP FUND, INCOME
09/04/97 PURCHASE .174.22 174.22
{ PROVIDENT TEMP FUND. INCOME
10/01/97 PURCHASE -1.279.06 1.279.06
PROVIDENT TEMP FUND-INCOME
10/03/97 PURCHASE -135.12 135.12
PROVIDENT TEMP FUND, INCOME
TOTAL PURCHASES OF ASSETS -17,851.81 .88,851.74 84.703,35
NON CASH ENTRIES
SECURITIES DEPOSITED TO THE ACCOUNT
04/04/97 3,500.00
SERIES E AND EE U S SAVINGS BONDS
04/07/97 RECD FROM MILDRED LEYDER 14,000.00
FARMERS TRUST CD 63179 5.30% DUE 7/2/97
04/07/97 RECD FROM MILDRED LEYDER 20,000.00
FARMERS TRUST CD 88471 5.10% DUE 7/23/97
04/07/97 RECD FROM MILDRED LEYDER 10,000.00
FARMERS TRUST CD 75790 5.10% DUE 8/8/97
10/23/97 SET UP 500 . 00
US SAVINGS BOND SER E ISSUED 12/76
'age t4
Far tho Account 01:
PI.l:NMU'laL-\IWMN: ,\11 /Jl/I/:/J 1/. l./:mw
Account Numbor:
.12 00 52.10 07 ri
Doto:
from fl:lI/mU~Y I, 1~!17/llro",.~h ()e/OI/"'~ J/, 1!N7
F. . lTrustC' m
'mancJa S' ,,01l1!)any
. Cr\'ICCS
Fill:tndal TIlI\1 Corp
31f) ,\Ill"n!tfJ.lll. 1',0. 1\1" ~'.!l}. C.ulnl(', fl.\ 171)11
(1171~1j.,\O<l1
Statement of Transactions
Incom. PrincipII Invlltm.nl
Oate Cllh C..h COl. 8111.
10/23/97 SET UP 500.00
US SAVINGS BOND SER E ISSUED 03/76
10/23/97 SET UP 1.500.00
UNITED STATES SVGS BDS SER E DTDI2/01/77 12/01182
10123197 SET UP 500.00
US SAVINS BOND SER E ISSUED 12/75
10123197 SET UP SOO.OO
US SAVINS BOND SER E ISSUED 1217S
TOTAL SECURITIES DEPOSITED TO THE ACCOUNT 0.00 0.00 51,000.00
SECURITIES DISTRIBUTED FROM THE ACCOUNT
10123/97 CHARGE OFF -3,500.00
SERIES E AND EE U S SAVINGS BONDS
TOTAL SECURITIES DISTRIBUTED FROM THE ACCOUNT 0.00 0.00 ,3,500.00
Page 15
,
IN RE:
MILDRED B.LEYDER
IIN IILLEGF.D INC'IIPIICITIITED
PERSON
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO.96.1041 ORPHANS' COURT
IMPORTANT NOTICE
CITA TION WITH NOTICE
A petition has been filed with this Court to have you declared an Incapacitated Person. If the Court
finds you to be an Incapacitated Person, your rights will be affected, including our right to manage money
and property and to make decisions. A copy of the petition which has been filed by
county. n€ 1'\I1I1herland
ThE! A rE!a A'ilE!ncy on A'ill n'il' IS'attacnea.
You are hereby ordered to appear at a hearing to be held in Court Room No, 5 ,Cumberland
County Courthouse. Carlisle. Pennsylvania. on February 6, 19 97, at 10: 00 II .M. to
tell the Court why it should not find you to be an Incapacitated Person and appoint a Guardian to act on
your behalf.
To be an Incapacitated Person means that you are not able to receive and effectively
evaluate information and communicate decisions and that you are unable to manage your
money and/or other property, or to make necessary decisions about where you will live,
what medical care you will get, or how your money will be spent.
At the hearing, you have the right to appear, to be represented by an attorney, and
to request a jury trial. If you do not have an attorney, you have the right to request the
Court to appoint an attorney to represent you and to have the attorney's fees paid for you
if you cannot afford to pay them yourself, You also have the right to request that the Court
order that an independent evaluation be conducted as to your alleged incapacity.
If the Court decides that you are an Incapacitated Person. the Court may appoint a
Guardian for you. based on the nature of any condition or disability and your capacity to
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IN TIlE COURT m" COMMON Pl.EAS OF CU~lIn:RI.ANJ) COUNTY.
P~:NNSVI.vANIA ORI'JlANS' COURT IlIVISION
NO. 1196-1041
ESTATE OF MILURED II. LEVDER, AN INCAI'ACITATEJ) I'.:RSON
FlRll,. ANJ) I'ARTIAL ACCOUNT OF
FINANCIAL TRUST SERVICES COMI'ANV,
SUCCESSOR TO FARMERS TRUll,. COMPANY.
GUARDIAN
Dale of Appoinlment:
Account Staled 10:
FobnulIY 6, 1997
JRflIlRry 21. 1998
SUMMARY AND INDEX
flwa
Principel
2
$92,143,03
.00
$92,143.03
ISO.OS6.66\
Receipe.
Net Oain or (Lo..) on Conversions
Adjlllted BaI_e
..... Di.burserneol.
2
2
Principal BaI_e Remaioing
$42,086.37
~
Rec:eiplJ
..... Disbursernenl.
2
3
$22.318.36
120.311.62\
locorne Bal_e Remaining
2.006.74
Combined Balance Remaining
$44.093.11
3-6.97
3.7.97
3.12-97
3.21.97
4.7.97
4.10-97
4.18.97
4.21.97
4.23.97
4.24-97
5.1.97
5.7.97
5.27-97
7-18-97
8.26-97
9.lt.97
'..
InCnltt6 DiBlmflt!lI1t!nla
TV C.hle of C.rli.lo, U.I.n"e d". ...I,li'''OIllI'..:I f,'<l
pp8<L. Service
Sprinl.Servi"e
D.rlone Moy.r. T.. Colleclor delin1r,.nIP'1'01lA1 T....
WiIIi.mHoffm.n. R.nl, Nov.mh.r 10 M.r"h
8on..1I 8< Manfredi Auo".. 0.1."". ,Ine
M..land Auod.I... U.I"""e d"e
RWC Emerg.ncy phy.ici.na. ",,11Ul". dn.
C.rliale Im.ging Auoc.. O.I"""e dn.
Carli.le Amhulance, Wh..lch.ir Van TIIII",o,I1
Janet A, Lloyd. ....I1m.nl cleaning
F.nnen Trual ComJ'l'l1Y. drilling a.fe d.\o,.il I.IX
pp&L. Service. rIMI
Sprinl. Service. 1i",,1
F.m..n Tnlsl ComJ'l'l1Y' delinqu.nl s.f. deposil I.,. renl
D.vid Sheihley. Irtllih r.mov.1 01 .pol1m.nl
Belvedere Medic.1 Corp., Oolonce due
Register of Wills, pelilion 10 InvoWe Prinei(1lll
C.rlisle Conllllunily AmhnllUlce. OollUle. dne
Belvedere Medical Corp.. Oolance d"e
C.rlisle Hospilol. BallUlce due
Rural MellO Medical S.rvic.s. Irmspol1otion
Belvedere Medicol Corp.. Oahll1ce dne
D.rl.ne Moyer. T.. Collector. P.rsoUllI To"s
Vililink ph.nt1JIcy. Dalanc. dn. 3.12.97 to 1.13.98
Manon:.re Hca\lh S.rvice. Room and 8oonl. 3.24.97101-14-98
Financial TnLsl S.rvic.s ComJ1RllY' F.. 5.5.97 to 11.14.97
S 42.46
107.80
81,82
11,20
1.650.00
33.85
75.12
10.00
34.00
25.00
128.00
110.00
18.93
7,80
16.20
85.00
10.00
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20.00
196.00
40.00
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16.460.94
562.50
Total Income Disbunemenls
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COMMONWEALTH OF pENNSYLVANtA:
COUNTY OF CUMBERLAND:
David C. Gority. Vice President and Tmsl Offie.r. heing dnly sworn occonling 10 low, d.po'" and soyalhal
he is Vice ......idm and Tmst Officer of FiURl1ciol TnlSl Service. COInpony. Ih. A"counlonl in Ih. E.slole obove l\IIIued,
and lhallh. Accounl .. sloted i. In'. and "orrect.
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N.;.ry l'I;t.c
NolBrtal 5..1
Joan l. Crowl. Nolary Publ,c
Carllslo Boro. Cumberland Counly
My commission E.pir.s ApJl123. 2001
Swom and subscribed tn before Ille
Ihis~dayofJanuRry. 1998.
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Boiling Springs, PA 17007
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Anthony L. DeLuca, Esquire
P.O. Dox 358
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PENALTY FOIl PRIVATE
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Print YOur name, address and ZIP Code here
· Anthony L. DeLuca, Esq.
P.O. Box 358
Bailing Springs, PA 17007
~ PETITIONER'S
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COMMISSIONERS
NANCY A, BeSCH
CIIAlnMAN
HUl110n Servlcos Building
10 W05t High Slrool
Cmlislo, PA 17013-2922
(717) 240-0110
Fox (717) 240-0118
TeRRY L. DARLey
omrCl0n
eARL R. KeLLeR
VICE-CIIAIRMAU
MARCIA L. MyeRS
SECRETARV
FINAL GUARDIANSHIP REPORT
FOR MILDRED B, LEYDER
SEPTEMBER 15, 1998
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Report from Guardian of Person
Cumberland County Office of Aging
Priscilla Whitman, Aging Care Manager II
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On February 6, 1997, Guardianship of Person for Mildred B. Leyder was granted
to the Cumberland County Office of Aging by Judge J. Wesley Oler Jr. At the time of
the hearing, Ms, Leyder was a resident at Manor Care of Carlisle in the Arcadia Unit.
Ms. Leyder's medical conditions included Dementia - Alzheimer's type, irritable bowel,
history of deep vein thrombosis and breast cancer. She also suffered from (ASCVD)
atherosclerotic coronary vascular disease and (PVD) pulmonary vascular disease. Ms,
Leyder also had old compression fractures of her spine lumbar 2 and 3 due to her
history of falling, The only medication she took was an aspirin daily,
Upon admission to Manor Care, Ms. Leyder was able to assist with some of her
activities of daily living. Ms, Leyder's mental capabilities deteriorated due to her
progressive dementia to the point she required total care, Client was incontinent of
bowel and bladder and she became non-ambulatory, Ms. Leyder recognized her name
only and everntually was unable to express her simplest needs, She was always
pleasant and cooperative with all her care.
Client was transferred to a skilled unit on July 27, 1998 due to her declining
condition, Office of Aging had been consulted, It wa~ decided Ms, Leyder's needs
could be better met off the Alzheimer's unit.
On September 9, 1998 Ms, Leyder died in her sleep, Her Advanced Directives
had been honored, Her cause of death was listed as ASHD arteriosclerotic heart
disease.
October 21, 1998
Register of Wills
Cumberland County Courthouse
Carlisle. l' ^ 17013
CERTIFICATION OF NOTICE UNI>ER RULE 5.6(u)
Name of Decedent: MILDRED B. LEYDER
Date of Death: September 9, 1998
Will Number: 21-96-1041
To the Register:
1 certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above captioned estate on
October 21, 1998.
I
i
I
Gary Leyder
2225 Dovcr Rd.
Harrisburg,PA 17112
Donald W. Leyder, Jr.
P.O. Box 137
Lithia Spring. GA 30057
Elizabeth Anne Leyder Grace
P.O. Box 301
New Cumberland, l' A 17070
Ronald J. Leyder
46 E. Main St.
New Bloomfield. pA 17068
David C. Leyder
P.O. Box 1310
Harrisburg.PA 17105
Notice hus now been given to all persons entitled thereto under Rule 5.6(a).
Date:,"
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Signature:
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ec: William S, Daniels
avid C. Gority
Sr, Vice President & l' st Officer
Financial Trust Services Company
1',0. Box 220
Carlisle, l' A 17013
(717) 240-4505
I'ersonal Representative
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
No. 2196.1041
Estate of MILDRED B. LEYDER, AN INCAPACITATED PERSON
Late of South Middleton Township
FIRST AND FINAL ACCOUNT OF
FINANCIAL TRUST SERVICES COMPANY
SUCCESSOR TO FARMERS TRUST COMPANY
GUARDIAN
Date of Appointment:
Account Stated From:
February 6, 1997
January 21, 1998to September 9,1998
SUMMARY & INDEX
PRINCIPAL
~
INCOME
Receipts
Less DI5bursements
Income Balance Remaining
2
3
$ 42,086,37
(17 ,460.00)
$ 24,626,37
(9,099,60)
$ 15,526,77
$ 39,879,32
(24,915,89)
14,963.43
$ 30,490,20
Receipts
Adjustments to Principal
Adjusted Balance
Less Disbursements
Principal Balance Remaining
2
2
2
COMBINED BALANCE REMAINING
PRINCIPAL RECEIPTS
01/21/98 Balance flOm Flr5t and Partial Account
Adjustments to Principal:
03/28/98 Redemption of US Savings Bond5 dated 12n5
03/26/98 Redemption of US Savings Bonds dated 03n6
03/26/98 Redemption of US Savings Bonds dated 12n6
03/26/98 Redemption of US Savings Bonds dated 12/77
Total Adjustments to Principal
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
01/26/98 Regl5ter of Wills, Filing Fee
02127/98 Transfer to Income
04/15/98 Manor Care Health Services, care
TOTAL PRINCIPAL DISBURSEMENTS
INCOME RECEIPTS
01/21/98 Balance from First and Partial Account
02127/98 Transfer from Principal for Expenses
03/24/98 Interest, US Series E Savings Bonds
05/06/98 Refund - Cartl51e H05pltal
05/06/98 Refund -Intemal Revenue Service 1997 Taxes
Provident Fund Interest 2-02-98 to 4-01-98
KeyPremler Money Market Fund Interest 4-01-98 to 9-09-98
KeyPremler Intermediate Income Fund Interest 7-01-98 to 9-09-98
CSA Annuity Payment 2-05-98 to 9-09-98
TOTAL INCOME RECEIPTS
2
$ 42,086,37
$ (4,988.56)
(2.494,29)
(2.494,29)
(7,482,86)
(17 ,460,00)
$ 24,626,37
$ 101,00
5,000.00
3,998,60
$
9,099,60
$ 2,006.74
5,000,00
18,844,00
196,00
2,160,00
242,79
701.44
322,83
10,405,52
$ 39,879,32
INCOME DISBURSEMENTS
03/12198 County and School PelSonal Taxes
04/20/98 Register of Wills. Filing Fee
Manor Care Health Services, Care 2-17-9810 9.09-98
VilaLlnk Pharmacy Services, Pre5crlptlons 2-12-98 to 9-09.98
Financial Trust Services Company, Guardian Fee 2-13-98 to 9.09-98
Reserved: Filing Miscellaneous Closing Costs
$ 19,80
10,00
23,501,32
622,27
562,50
200,00
$ 24,915,89
TOTAL INCOME DISBURSEMENTS
Financial Trust Services Company
Guardian Mildred B. Leyder
David C, Gorlty, Sr, VJce Presl nt & Trust Officer
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
David C, Garity, Senior Vice President and Trust Officer, being duly sworn according to law, deposes and
says that he Is Senior Vice Pre51dent and Trust Officer of Financial Trust Services Company, the Accountant In the
Estate above named. and that the Account as stated Is true and correct.
DaVid C, Gority, Sr, Vic
Swom and subscribed to before me
this ,;)-j day of October, 1998,
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Notary Pyliilc
Notarial Seal
Joan L Crowl, NOlary Public I
Carllslu Bora. Cumberland County
My CommISSion EllplrOS Aptl123. 200 I
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF MILDRED B. LEYDER
AN INCAPACITATED PERSON
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for di5trlbutlon as per First and Final Account
filed October 23,1998
S 30",90,20
Distribution
Market Value
SeDtember 9, 1998
Cost Basis
Financial Trust Services Company, Executor
of the E5tate of Mildred B, Leyder
Principal Cash
Income Cash
s
15,526,77
14,963.43
30,490,20
$ 15,526.77
14,963,43
$ 30,490,20
s
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is prop05ed because of the death of Mildred B, Leyder on September 9, 1998 In the
Borough of Carlisle,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
David C, Gority, being duly 5Worn according to law, deposes and says that he Is Senior Vice President
and Tru5t Officer of Financial Tru5t Services company, the Accountant In the Estate above named, and that the
facts set forth In the Statement of the Rea50ns for the Proposed DI5tributlon are true and correct.
Sworn to and Subscribed before me
this -2:t. day of October, 1998,
;j ro-.. ;( tu.....-(
)Qotary Public
Nota,lal Seal
Joan L, Crowl, Nolary Public
Carlisle 60'0, Cumberland County
, My Commission expires April 23, 200 I
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
No. 21-1996-01041
Estate of MILDRED B. LEYDER Deceased
Late of South Middleton Township
FIRST AND FINAL ACCOUNT OF
FINANCIAL TRUST SERVICES COMPANY, EXECUTOR
Date of Death:
Lellers Granted:
First complete Advertisement of Grant of Lellers:
Account Stated to:
September 9.1998
October 5, 1998
October 17. 1998
July 16, 1999
SUMMARY & INDEX
Paoes
PRiNCIPAL
Receipts 2 $ 34,457,32
Less DI5bursements 2 9,465,54
24,991,78
Less DI5trlbullons to Beneflclarle5 3 115,00
Principal Balance Remaining $ 24.876,78
INCOME
Recelpt5 3 $ 1,226,06
Less Disbursements 3 61.80
1.164,26
Le5S Di5trlbulions to Beneficiaries 3 $
Income Balance Remaining 1.164,26
COMBINED BALANCE REMAINING $ 26,041.04
COMPOSITION OF NET BALANCES
Principal
Market Value
7/21/99
$
14,859,79
$
1551,1265hs. Governor Intermediate Term Income fund
Cash
Ca5h
9,350,01
$
24,209,80
$
Income
$
1,164,26
$
PRINCIPAL RECEIPTS
Inventorv Flied
Per copy Penn5ylvania Inheritance Tax
Cost Basis
15.526.77
9,350,01
24,876.78
1,164,26
$ 31,283,07
3,000,00
108,25
66,00
3,174,25
$ 34.457.32
Sub5eauent Receipts
11/24/98 Federal Employees Group Insurance, Claim #986302
12122198 Governor Intermediate Term Income Fund
Long Term Capital Gain Dividend
12122198 Govemor Intermediate Term Income Fund
Short Term Capital Gain Dividend
Total Principal Receipts
10/2198
10/2198
10/9/98
10/14/98
10/19/98
10/21/98
10/23/98
11/9/98
11/12198
1218/98
3/24/99
3/29/99
3/29/99
4/21/99
PRINCIPAL DISBURSEMENTS
Regl5ter of Wills, Letters Testamentary
Preparation 1997 Federal and State Tax Returns
Vltalink Pharmacy Services, Prescription Drugs
Cumberland Law Journal, adverti5ing
Manorcare Health Services, Room & Board
Carlisle Imaging Assoc,
Hoffman-Roth Funeral Home, balance due for services
Belvedere Medical Corp., balance due
The Sentinel. advertising
Register of WiII5, E5tlmated PA Inheritance Tax
M. Rutland, Jewelry Appraisal
Register of Wills, Balance PA Inheritance Tax
Regi5ter of Wills, filing fee
PA Department of Revenue, PA State Income Tax
$
Reserved:
Financial Tru5t Services company Executor Fee
WIlliam S, Daniels, Esq, - Attorney Fee
Closing and filing fee
Total Principal Disbursements
Page 2
71,00
175,00
76,67
60,00
1.112,35
10,98
95,00
20,00
68,04
3,375,00
26,50
290.00
15,00
70.00
2,500.00
1,250.00
250,00
$
9,465.54
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
5/14/99 Elizabelh Leyder Groce - pel50nal property as appraised
$
$
115,00
Total Principal Distributions to Beneficiaries
115.00
INCOME RECEIPTS
11/24/98
3/15/99
Inlere51-Governor Intermediate Term Income Fund 11-2-98107-1-99
Interest-Governor Money Market Fund 11-2-98 to 7-1-99
Interesl-Federal Employees Group Insurance
Addilionallncome earned In Guardian5hlp account
$
678,67
481,94
19.72
45,73
Total Income Receipts
$
1,226,06
INCOME DISBURSEMENTS
Financial Trust Service5 Co" Income commission
s
61,80
Total Income Disbursements
$
61,80
INCOME DISTRIBUTIONS TO BENEFICIARIES
None
$
Total Income Distributions to Beneficiaries
s
FINANC~A, TRUST SERV,ICES COMPANY, EXECUTOR
/ j
/.//11/1'1 c':;'),""
David C. Garity, Sr. Vice Pre dent & Trust Officer
/
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
David C, Gority, Sr. Vice Pre51dent & Trust Officer, Financial Tru5t Servlce5 Company, being duly sworn
deposes and says thatlhe foregoing Account, both as to the items of charge and discharge, are just and true to the best
of hl5 knowledge and belief.
FINA~~L :~S2~:~l:~OMPANY' EXECUTOR
David C. Garity, Sr. Vice Pr ident & Tru5t Olficer
Sworn 10 and Subscribed be(ore me
this....&. day of July, 1999,
;frr-.. ~ 0
/ Nota Public
Notarial Seal
Joan L Crowl, NOlary Public
Carlisle Bora. Cumberlilnd County
My Commission Elpires April2J. 2001
Page 3
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF MILDRED B. LEYDER, LATE OF SOUTH MIDDLETON TOWNSHIP
SCHEDULE OF PROPOSED DISTRIBUTION
Balance lor distribution as per Flr5t and Final Account liIed July 23, 1999
Distribution
Gary Leyder
310.226 shs, Governor Intermediate Term Income Fund
Principal Ca5h
Income Ca5h
Ronald J. Leyder
310.226 5h5, Governor Intermediate Term Income Fund
Principal Cash
Income Ca5h
Donald W, Leyder Jr.
310,225 shs. Governor Intermediate Term Income Fund
Principal Cash
Income Ca5h
David Leyder
310.225 5hs, Governor Intermediate Term Income Fund
Principal Ca5h
Income Cash
Elizabeth Leyder Grace
310,225 Sh5. Governor Intermediate Term Income Fund
Principal Ca5h
Income Ca5h
$ 26,041.04
Market Value
July 21, 1999 Cost Basis
$2,971,97 $3,105,36
1,870,00 1,870,00
232.85 232.85
$5,074.82 $5,208.21
$2,971,97 $3,105.36
1,870,00 1,870,00
232,85 232.85
$5,074.82 $5,208,21
$ 2,971.95 $ 3,105.35
1,870,01 1,870,01
232.85 232,85
$ 5.074.81 $ 5,208,21
$ 2,971,95 $ 3,105,35
1,870,00 1,870,00
232,86 232.86
$ 5,074,81 $ 5,208.21
$ 2,971,95 $ 3,105.35
1,870,00 1,870,00
232.85 232,85
$ 5,074,80 $ 5,208,20
$25,374,06 $26,041,04
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above dl5tribulion i5 proposed In accordance with the terms 01 the Last Will and Testament 01
Mildred B, Leyder, Late of South Middleton Township, Cumberland County. Pennsylvania,
/ / ,'1.1
I" .;"
j!./l/ .' L_'- ~'o-' ,-
David C, Gority, Sr, )lice Pisident & Tru5t Ollicer
Page 4
."......
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
David C, Gorlly, Sr. Vice President & Trust Ofllcer Financial Trust Services Company, Executor
being duly swom according to law, deposes and says that the facts sel forth In the Statement of the
Reasons for the Proposed Distribution are true and correct,
Sworn to and Subscribed before me
this ~ day of July, 1999,
rJ,-.... ~ ~
/Notary Public
NOlo/lal Seal
Joan L. Crowl. Notary Public
Carlisle Bora, Cumberland Counly
My Commission explles April 23, 2001
,.
Page 5
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I Financial Trust ~
I Services company~
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II
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11
\ i Estimated Pa Inheritance Tax
Estate 121-1996-01041
ft
No. 7001724
111086609 Exe: Mildred Leyder
Dec. li~~~ 1998
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L" :1" (':" $3375.00
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REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
IIIV'103P'llt1} ~l
COU...oNVo~SYLV'N"
OEPARIUENI OF REVENUE
OEPI11lO6O'
,.uRRI R p~ 171 1
OECEOENTSN.Wf lIAST. FiRST. /HJ....OO\.E lPmAll \1M. tlI.-'l DUlIlY9..WO'OI
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MIL D H E D
DAn.Cf'OEATH
LEY D E R
SOCIAL SfCURlT"I' PUA6E.R
CATlOfBlMTlI
o 6 1
196-14-2321 09/09/98
(IF APPUCABlfl SUR'1t-MGSPOUSES kNJEl1..AST. FiRST. AHJUlOOlElflT1Al.) ~0ClAI. SECURITY NI)r.I6f.R
L.
._,~--_._--_.. .-
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'FUIIlIlOOt'
.. ........-..----..........'.,.........
-.... I
21
9 6 0 , 4
..
....
1 1 3
IHIS RETURN MUST Bf FLED 1H DUPlICATE WlTH THE
REGISTER OF WILLS
Qg 1. Dng,naIRel1Jm 02. SupplemenlalRel1Jm 03 Rema"derRel1Jm,..._"""ol/.u<n
o 4. LimrtedE.la1e 04a.Ful1JralnteresICompmmlSe,..._...I/.".a1\ 0 5. Federal E.ta1eT..Rel1JmRequirad
o 6, Decedenl Died Tesla1e ,_,.., .w~ 0 7. Decedenl Ma"ta,ned a Living TMI,,,,,,,..,. 'MIl _ 8. Total Number 01 Sale Oeposd Bo...
o 9. Li!Jgallon Proceeds ReceNed 010, Spou5aIPovertyCradd,...".._I/.l'," ...,.',9\1 011. Election 10 \all underSec. 9113(AI1"""'""0'
THIS SeCTION MUST Be COMPLETeD. ALL CORRESPONDeNce AND CONFIDeNTIAL TAX INFORMATION SHOULD Be DIRECTED TO:
f\.WE Cc:>>.RETE ..wuNG AOORESS
David Gori t Sr. V. P. & Trust Officer
FIA....NMlC ("~L. .
FlnanCla~ 'tLUst Services company
TElEPl10NENlNBER
/
Financial Trust Services company
One West High Street, P.O. Box 220
carlisle, PA 17013
(8)
4 ,2 4 4 o 4
1 , 4 2 1 5 0
(11)
(12)
(13)
1. Real ESlale (ScI1edule A)
(I)
(2)
13)
(4)
(5)
(6)
(7)
5 , 7
5 6
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
umer~ofpet1l.lfy.ldeclnltlall havefLWTW'l<<lthtltelum.ltld\ldInl;l~yll"lQ$thedultS a'ldSlaelT8'lts.~IOl1lttleStolmy ~nbelJef.lt"tnJe. COfT'ICt.-.dc:ornolttl Oedar*,"oI~other
1tI IIWfl 1'1 k
~W~pC~~~NExecut8gRESS
,~ Senior Vice President &
THE AN REPRESENTATIVE ADDRESS
2. SIOd<s and BondS ISclledule B)
5, 5 2 6
3. Close~ Held Corporallon,Partne"hip or S01e-l'roprietorship
z
o
~
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ii:
~
u
W
0:
4. Mortgages & Notes Receivab~ (Schedule D)
5, Casn, Bank Deposrts & MlSCellanecus Pe""nal Property
(SoheduIeE)
6, Jo,nlly o..ned Property ISchedule F)
7, Inter-VlVOs Tran.fe" & MlSCellanecus Non-Probale Property
ISche<lu~ G or L)
8, To\.ll Gross AslOts II0tal Lines 1.7)
9, Funeral E,penses & Adm,nistrallve Costs IScI1e<1u~ H)
(9)
(10)
10 Debts of DecedenL Mongage Liabillbes, & Liens (Sohe<lu~ 1)
11. Totsl Deductions (lOlal Lines 9 & 10)
12, Hst V.lue of Estate (Line 8 m,nus Line 11)
13, Chantable and Govemmental Bequests/See 9113 Trusts lor whICh an eleclion 10 \all h.. not been
madelSchedule J)
14, Hst V.lue Subjecllo Tax ILUle12 m,nus Line 13) (14)
15, Amount ol'"e 14 \allab~
Z at dle spousal \all rale , I X .0 (15)
0 . See instructions on reverse side for applicable percentage
i::: 16. Amounl ofhne 14 taxable
~~ at 6~~ rale x ,06 (16)
...:1 17 Amount oU;ne 14 \allable
II-
:E all 5% rale X 15 (17)
0
lJ 18 Tax Due (18)
19.
Carllsle, 'PA
Trust Officer
. I . ~ -. .~ ..
o 0
7"7
o 0
o 0
3 0
o 0
o 0
3
1 , 2
8 3 . 0
7
5 I 6 6 5
2 5 I 6 1 7
5 4
5 3
o 0
25,61753
o 0
o 0
25,617 53
3,84263
i7013
OATe
i1X1 2~' 1SSJ
DATe
Decedent's Com leto Addross:
Sl~lllA[)(,"I'"
~\lnOr ('are NUl"" 1 nq ,1I1l1 Hl'Il,ll> Center
940 \oI..l1nut Pollan Hmcl
oe:.rlinic
~TAn: P^
I'P
17013
Tax Payments and Credits:
1. Tax DuelPage lLIOe (8)
2, Cred,lSiPaymenlS
A, Spousal Po,eny Credll
8 Pnor Paymenls
C DlsCQunl
(11 3,842.63
3, 375.011
177.(,]
TOlaICre<1IlsIA.8.C) (ll 3.552.63
3. InleresVPenally " applicable
D.lnteresl
E, Penalty
TOlallnleresuPenally (0' E I (31
4, If line 2 IS grealer Ihan line 1 . "ne 3, enter the difference, ThiS IS Ihe OVERPA YMF.t>lT,
Choek box on Pagel Line 19to request a refund (4)
5, I' line I . line 3 is greaterthan IIOe 2. enlerthe difference ThiS is Ihe TAX DUE, (5) 290 - 00
A, Enterthe inleresl on Ihe lax due, (SA)
8, Enlerthe lolal of Line 5. SA. This Is Ihe BALANCE DUE. (58) ?qn nn
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING OUESTIONS
BY PLACING AN "X" IN THE APPROPRIATF. RI.OCKS
1. Did decedent make a transfer and, Yes No
a. retain Ihe use or income of the p,operty transferred; ............................................................. 0 ~
b, ,elain the right to designale who shall use Ihe property transferred or its income; ................ 0 ~
c. retain a ,eversionary inlerest; or............................................................................................. 0 !Xl
d. ,eceive the promise for life of either payments, benefits or care? ......................................... 0 !Xl
2. If death occurred on or before December 12, 1982, did decedent within two yea,s
p'eceding death transfer p,operty without receiving adequate consideration? If dealh occurred
afte, Deeembe, 12,1982, did decedent transfer p'operty within one year of death wilhout
,eeeiving adequate consideration? ..........""..........,.............."........,.,...,.......,.,',....,"....,..,....."..', 0 ~
3. Did deeedenl own an "in trust for" or payable upon death bank account or security
at his or her dealh? ................................................................................................................,..,.. 0 !Xl
4, Did decedent own an individual reli,ement account, annuity, 0' olher non-probale property?.... 0 !Xl
IF THE ANSWER TO ANY OF THe ABOVE QUeSTIONS IS YES,
YOU MUST COMPLETE SCHeDULE G AND FILE IT AS PART OF THE ReTURN
__ _ __.-.--_ _.....:1 __ __~~,----~ ~-- ..~
72 P,S. !j9116 (a) (1.1) (i) provided fa, the reduclion of the tax rate imposed on the net value of transfers to 0' for Ihe use ollhe
surviving spouse from 6% to 3% fa, dates of dealh on or after July 1, 1994 and before January 1, 1995.
72 P,S, !j9116 (a) (1.1) (ii) provided lor the reduction of the rate imposed on the nel value of Iransfers to or fa, Ihe use of the surviving
spouse from 3% to 0% for dates of dealh on 0' afte, January 1, 1995, The statule does nol exempt a transfer 10 a surviving spouse
from tax, and Ihe statutory requirements fo, disclosu,e of assels and filing a tax ,eturn a,e still applicable even if the surviving spouse
is Ihe only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer Ihe lollowing question by placing an 'x' in the
appropriale space,
Old the decedent create a trust or similar arrangement which Is solely for the survIving spouse's beneflt for his or her entire
lifetime? Yes 0 No []
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the dealh 01 the second
spouse, a\ which time it Will be fully taxable allhe rale(s) applicable to the ,emainde, beneficiary(ics). Enter the value of Ihe trust on
Schedule J, Part II, in order to remove Itlrom Ihe calculation 01 the lax due in Ihis estate. You may wish to file Schedule 0 in order 10
make the election available under Seelion 9113. If the election is made, the trust or similar arrangement is taxed in the estate 01 the
first decedenl spouse, the portion of the trust or similar arrangement which benefits Ihe surviving spouse is taxed at the zero tax rate,
and the ,emainder Is laxed atlhe rate(s) applicable 10 the remainder benefieiary(ies), If you choose to make the election, you must
attach Schedule 0 to a limely.fiIed lax return, along wllh Sehedule(s) K and/or M in order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficlary(ies).
....""U.,"~.
C()I,tIl()N\\1WlH Of PEHHSYLVANlA
INHERllANU lAX RETURN
I HT
SCHEDULE B
STOCKS & BONDS
FILE HUMBER
21-96-1041
ESTATE OF
LE'iDER, MILDRED B.
All praparty )olnUy~ wtth rlghl01 survlYo"hlp must ba dlaclosad on Schadult F.
ITEM
NUMBER DESCRIPTION
1, Keypremi.er Interrrediate Term Incorre F\lnd (;551.126 shares
@$10.17/share)
VALUE AT DATE
OF DEATH
$15,526.77
TOTAL (Also enleloo line 2, Recapitulation) $15,526.77
(If more space Is needed, insort addillonal sheets of !he same size
".,...,.. ~t11 ..
COMMONWlALtH O' P!NNSYlVANIA
INHllnAHCI TAX lnul"
IIIInlNt DKIDINT
ESTATE OF
LEYDER, MIIDRED B.
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
Ploa,o P,lnt or r 0
FILE NUMBER
21-96-1041
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
-0-
1.
OONE
TOTAL Also onlo' on line 3, Roea ilulation) S -0-
(II more spoct ;s n"d,d, ins.rl addifional shlth or saml sjzl.)
,I
....,....P.,..'.
C(lIoIU(lIffltALT" Of Pt:NNSYL VANtA
'NIlERllANCt TA' RETURN
RESlOCNT OCC(OCNT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21-96-1041
ESTATE OF
LE'iDER, MIIDRED B.
AU property JoInllY..wnod wtth \h. right 01 lurvi'lo"hlp must be dlttlolod on Sthodula F,
ITEM
NUMBER DESCRIPTION
1. OONE
VALUE AT DATE
OF DEATH
-0-
TOTAL (AlSO enler on line 4, Recapitulation) S
(If more Space Is needed, Insen addilional sheelS 01 the same size)
-0-
1IV.lsot f.. I1U',
.
COMMONWfAUH 0' 'lNNlnVANIA
INHUllfANC! fAX .UU.N
.fllOINf OfCIOfNf
ESTATE OF
LEYDER MILDRED B.
Jolnllononlls).
A.
NAME
OONE
B.
C.
Jolnlly-ownod p,oporty.
SCHEDULE F
JOINTLY-OWNED PROPERTY
ADDRESS
FILE NUMBER
21-96-1041
RELATIONSHIP TO DECEDENT
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1.
i
TOTAL (AI.o onler on line 6, Rocopltulolion) S -0-
(If more space is nt.d.d ins.rt additional sh..ts of sam. size)
.....,...,''''.
~IH~P[HHSYlVNM
Hl[R1lo1HCt lAX RlIURH
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
LEYnEH. MIlDRED B.
DoblI 01 dtctdlfll mull be fIIlOr\Id on ScIIedulol
ITEM
NUMBER DESCRIPTION
A, FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Hare
FILE NUMBER
21-%-1041
AMOUNT
$
95.00
B.
ADMINISTRATIVE COSTS:
PetSOI\II RepresenIllDvo'S CommlsSIOl1S
Name ofPenonalRepcesentaDvo(s) Financial Trust Servicf''; rn
Social Secunly Numberts) I EIN Number of Personal R_IlIbve{S)
SInlOIAddlOSs One West Hiqh Street
2,500.00
t,
r .' ..
City ;trt '~IP
State 01\ Zip '"7(' , )
2.
3,
Y..~S) CommiSSion Paid 1999
AbOmOyF~ William 5. Daniels, Esq.
FamIy~: (n _rs add.... is not Ille same as dalmanrs, allad1 explanation)
Clainanl
5WelAddIOSs
1,250.00
Cty
RaIationShl> 01 Clalmanlll Oecedenl
Slam
Zip
4,
~I8F~ CUmberland county Register of Wills - Letters Testamen
65.00
5, Aa:aI118n\'. F~
6. T..RnmPnlparer'sF~
Miscellaneous Expenses:
a. CUmberland County Register of wills-2 Short Certificates
b. CUmberland Law Journal-Estate Legal Advertising
c. The Sentinal-Executor Notice Letters Advertising
d. Closing Costs (estimated)
6.00
60.00
68.04
200.00
7.
TOTAL (Also enter on fine 9, Recapitulation) $ 4,244.04
(n mom space is needed, insell addiTional sheets cllhB same size)
....,.,,,..,,".
COIAI,lO/rMJ,lIHOf PENNSVlVAtlIA
INHERIIANCE lA' RETURN
R I p.r PIT
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-96-1041
REI.A TIONSHIP TO DECEDENT AMOUNT OR SHARE
00 Not List Trntee(s) OF EST ATE
ESTATE OF
LE'fDER, MILDRED B.
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I, TAXABLE DISTRIBUTIONS (Inetude oolnghl spousal dlslnbutlons)
1. Gary Leyder
2225 Dover Road
Harrisburg, PA 17112
2. Ronald J. Leyder
46 East Main Street
New Bloomfield, PA 17068
Nephew
20% Residue
Nephew
20% Residue
3. Donald W. Leyder, Jr.
P.O. Box 137
Lithia Springs, GA 30057
4. David Leyder
P.O. Box 1310
Harrisburg, PA 17105
Nephew
20% Residue
Nephew
20% Residue
5. Elizabeth Leyder Grace
1705 Edgar Lane
Camp Hill, PA 17011
Niece
Jewelry (,
20% Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II, NON.TAXABLEOISTRIBUTlONS:
A, SPOUSAL DISTRIBUTIONS UNDER SECTION g113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1,
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space Is needed, insert additional sheets ollhe same size)
-, "
".
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128.0001
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
'*'
No.AA 324358 REV.I102 EXI"'''I
ReceiveD FROM:
r
ACN
AsseSSMeNT
CONTROL
NUMBeR
AMOUNT
FINANCIAL TRUST SVC COMPANY
PD SDX 220
DNE WEST HIGH STREET
CARLISLE. PA 17013
1':' 1
.:3. 2:EL ge
Fa..D HERE
FOlD HERE
ESTATE INFORMATION:
FILE NUMBER
I
NAME OF DECEDENT (LAST)
C _ t ~ ::J
(FIRST)
(MI)
DATE OF PAYMENT
POSTMARK OA TE
COUNTY
TOTAL AMOUNT PAID
l&3.3'J5.00
DATE OF DEATH
DO
seALCHECKII 7001724
ReceiveD BY '))t~A:/ (i .;>:!:.,
~lARY C. ;EW1!j
REGISTER or- WILLS
~, ,,1.1. 1-
I
/ "
, ,~I'I(h.v
,I: ~ Z~
1,~7'r' If
. ./
ReMARKS FI NANC I AL TAUS T SERV 1 CES CO
REGIS1Ui OF ';.JILL,,,
.,....
J
. .
--' -~
.
-:.:.~~.~_._._-~.J:OM __
.,"
110 .. :;((,1' (/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
L---
*
BUREAU OF IHOIVIOUAL TAXES
U.I:AI1ANC[ laX DIVISION
DCPT. 2'8D.Ol
tlARRlSIURO, PA 171n-obOl
HOTICE OF IHIIERITAHCE TAX
APPRAISEHEHT. ALLOWAHCE OR OISALLOWAHCE
OF DEDUCTIONS AHO ASSESSHEHT OF TAX
.n.n.rII ,,, I....,'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-Z1-1999
LEVDER
09-09-1998
Zl 96-1041
CUMBERLAND
101
MILDRED
B
DAVID GORITV SR VP TR OFF
ONE W HIGH ST
PO BOX ZZO
CARLISLE PA 17013
AMount R..itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
il-iv:iSW-EX-AFP-COij:97riiiiiicE--Oj:-YtiHEii'ii'Atfcn'-"in.-pjiiitiisEH€iif,--.m.-OWANcniR'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEVDER MILDRED B FILE NO. Zl 96-1041 ACN 101 DATE 06-Z1-1999
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. Aoount of Line 14 at Spousal rata (151
16. ~ount of Line 14 te.able at Lineal/CIa.. A rate 1161
17. Aeount of Line 14 te.abla at Collateral/Cle.. B rata 1171
18. Principal Tax Due
TAX RETURN WASI I X I ACCEPTED AS FILED
RESeRVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedula AI
2. stocks and Bonds (Schedule BI
3. ClosalY Held stock/Partnership Interast (Schedule CI
4. KortgagaslNota. Receivable (Schedule D)
S. tashlBank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedula F I
7. Transfers (Schedula G)
8. Total Asset.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Hisc. Expenses (Schedule H)
10. DobtslHortoeoe Liabilities/Liens (Schedula II
11. Total Deductions
12. Hat Value of Tax R.tum
13. Charitabla/Govarneantal Bequests} Non-alectad 9113 Trusts
14. Hat Velua of E.tata Subject to Te.
NOTE:
TAX CREDITS:
PAYHENT
DATE
lZ-07-1998
03-Z9-1999
RECEIPT
HUHBER
AA3Z4358
AA354651
DISCOUNT (+1
INTEREST/PEH PAID (-I
177 .63
.00
I CHAHGED
(11
(21
(31
141
151
(61
(71
.00
15.526.77
.00
.00
15.756.30
.00
.00
(81
HOTE: To in.u~ proper
credit to your acCOU"It..
subtlit the up""r portion
of this fo", with your
ta)( p.)'IIent.
31. Z83. 07
(91
(101
4,Z44.04
1.4Z1.50
(111
(121
(131
(141
~.66~ ~4
Z5 ,617 .53
.00
25.617.53
(Schedule J)
.00 X .00:
.00 x' 06.
Z5.617 .53 X .15:
(1BI
.00
,00
3,84Z.63
3.842.63
AHDUNT PAID
3.375.00
Z90.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3.842.63
.00
.00
.00
. IF PAID AFTER DATE IHDICATED. SEE REVERSE
FDR CALCULATION OF ADDITIOHAL IHTEREST.
I IF TOTAL DUE IS LESS THAH $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
RESERYATIDNr E.t.... of dectldlnt. dying an or befor. o.c-ber 12, 1912 -. if WlY future Int.r.at In the lltat. Ia trWld.rr..t
In po.....lon or enJo~t to Cl... I (coll.t.r.l) beneflcl.rl.. of the decedent .ft.r the explr.tlon of any ..t.t. far
Ilf. or for year., the C~lth her~y expr...ly r...rv.. the right to appr.l.. and ...... tran.f.r Inherltanc. T....
.t the l..tul Cl... I (coll.t.raU rat. on WlY such futura Int.rllt.
PI.6lPOSE Of
N'JTICE: To fulfill the rttqUlr.....ta of Section 2140 of the Inherlt8nC8 and E.tat. Tax Act, Act 21 of 1995. (7Z P.S.
Section 9140).
PA'nIEJIT1 DetKh the top portion of thla Notice and IUbaIt .,Ith your paYMf1t to the RlGht.r of Willi prlnt..t on the r.v.r.. side.
-.Kak. dwc:k or .oney order p.pbl. to: REGISTER OF MILLS, AGENT
REF1ICD (CAh A r.fund of II tax credit, Wllch .... not r~.ted on the TlIlC R.tum, AY be r~.ted by COIIPlatlng ~ "application
for R.fund of Penn.ylvanl. Inherltanc. and E.t.t. T.lC" (REV.l!I!). applicatIon. .r. .vallabl. .t the Offlea
of the Reglat.r of WIU., any of the Z3 R.v..... Dlatrlct Offlca., or by clllllng the specl.l 24.hour
answerIng ..rvlca nuabar. far fora. ordering: In p~.ylvanl. 1.100.36Z.2050, out. Ide Penn'Ylvanla and
.dthln local Harrhburg ar.. (717) 717.a094, TODI (717) nz.zzsz (....rlng lap.lred Only).
OIJECTIONS: Any party In Int.rllt not ..tidIed .,Ith the appr.I....,t, .11~. or dla.ll0W8nC8 of deduction., or .....~t
of till( <Including dllCCUlt or In"rllt) .. shown on thla Notice .....t obJact within sixty (60) day. of re<:8lpt of
thh Notice by:
-...rlttan prota.t to the PI. Depar....t of Ravenue, aoard of ApptI.lI, Dept. Z8lGZl, Harrisburg, PI. 17121.10Zl, OR
-.alactlon to have the Att.r detaralned .t eudlt of the IICcooot of the J*taonal r~r'Hnt.t1V11, OR
-.appul to the O~" Court.
AIlIIIN
ISTRATIVE
CORRECTIONS:
Factual Irrota discovered on thla .........,t should be addr...ed In writing to: PI. Iktparu..nt of R.v.....,
Bureau of Individual lUll, '11H: Po.t .......ent R.vl... Unit, Dept. 280601, Harrhbura, PI. 17121"0601
Phone (717) 717.6505. s.a pag. S of the bookl.t "In.tructlon. for Inherltanc. lalC R.tum for a R..ldent
Decedent" (REY.1501) for an .xplanatlon of ~lnl.tr.tlv.lY correctable .rror..
DlSCCUIT:
If any tu ck.- .. paid within thr.. (!) calendar .onth. attar the decadent'. de.th, II flVtl J*rcent (5%) discount of
the tax p.ld I. .llowed.
The 15% talC .....ty non.p.rtlclp.tlon penalty h caputad on the total of the tax and Int.raat ......ed, and not
p.ld before January II, 1996, the flrat day .ft.r the end of the talC .....ty period. Thla non"partlc1p.tlon
penaltY h appe.lable In the ... .......r and In the the .... tI.. perIod a. you would appe.l the t.lC and intar..t
that has been ......ad .. Indicatact on this notlcI.
PENALTY:
tllTtREST.
Int.rllt I. chargad beglmlna with first day of dllInquflnCy, or nine (9) aonth. and one (I) day frOll the date of
de.th, to the date of PllYI*1t. TalC" which bee... dellnquM\t bafor. .Janu.ry 1, 198Z be.r Int.r.st .t the ute of
allC (6%) ~rcent J*r annua calcul.ted at . dally rate of .000164. AU t.lC.. which bacaH delinquent on and .ft.r
January 1, 198Z ,dll blar Int.rllt at II rat. which .,111 very frOll c.lendar ynr to calendar year with that ret.
~ed by the PA o-partaent of R.v.... The appllcebl. Int.r..t rat.. for 1982 through 1999 .r.:
'!!!!: Int.r..t R.t. Oally Int.r..t Factor ~ Interest Rate O.lly lnt.r..t Factor
19ax xax .000Sltl 19M.I991 IIX .oonn
1983 162 .00008 I99X 9X .000247
19M IIX .GOnOl 199!-1994 n .00019Z
1915 13% .000!56 1995.1991 9X .000Z41
1986 lOX .000274 1999 n .000192
1987 9X .000247
..)nt.r..t I. calculated e. follow'l
llITEREST = BALANCE OF TAX UNPAID X IlUIIBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlca Issued .ft.r the tax bee~. delinquent will reflect an Intarllt calcul.tlon to flfteen US) days
beyond the date of the ........,t. If paYHnt Is eada aft.r the Int.rllt CQIIPUt.tlon date shown on the
Notice, additional Intara.t au.t be calculated.
,
.1
,
"
.....
AUTHORITY TO PAY COURT APPOINTED COUNSEL
MAY 2 1 199t/~,-"""'itl
1 counT 2 VOUCHER
o Qlstrlct JusllCO oC Common Pleas o Appoll.lo o Othor -,-.-----..--- ..- -... ....- NO 2427
3 FOR 10 J. C P, APPELLATEI 4. AT ICITY/STATE) 5 /JUDGET COOE
1- -~:iJ~, ., ull- flt"y)
6 III H.E CA5E OF 7. CH"RGElOFFEf45E !PURDON CITATlO~11 B o PETTY OFFEN5E
y, o FELONY 0 MISDEMEANOR
9 PROCEEOIHGS (Oescflbe bflell'tl t1 PER50~4 REPRESENTED 12, glVIL OOCKET NO
A\\c.~",~ 7c....~...... 1 " 0.'.1'11'11'" ....dull wq"'..",a c::.A
T...c.~ po.c.\.\"'\~~ , il OI!'f!"d~"1 .JII.III'1,III ';;t\- C\Co-\O"l\
?c:.~.\-.t..... .\,,, "'X....... '" J.... C:.,\-~ I " AtHl"t111'l1 13, CRIMINAL DOCKET NO
. , "(lll..'I....
, ",ItI.." Pel".o",,'
. " ~.'llr,..IW,I".U
-- r " Pa'r,I.... Ch"Q.11 W,lh ...'01..'-011
10 PlnSOf4 n~PRESENTEO (Full Namel . :.. P'obcl,O""' Ch.,g.,,, "",Ih V,ol..toon 14 APPEALS OOCKET NO
l) 1J<.0,"",
{l'\\\chc..O ~. L <:'""'j d-a......
"PP'O,tll!~ 16 NAME OF "naRNEY/PAYEE AND
MAILlN~ADORESS
"""Pe c:...... "";J". R......s.!o~
'=>\ We::..... L.o.... ~"'c.... ~l.r1'c.c..~
~. We1>\c."1 (')\.. r -::r yo , Cc:.....\I:lo\C.. ?~ nc\:,
NAMe OF COMMON PLeAS JUDGe ASSIGNeD TO CAse
" TEL~HONE No, 18. SOCIAlSECURl1TNQ OR ElfHlO
(,n ~"Iq-';;l,~\ c:l"lS- 'Io-~?;~
CLAIM FOR SERVICES OR EXPENSES
19. SERVICE HQUPS DATES AMOUNTS CLAIMEO
a "'''I,gnm.nllnd/or PIli MultlplV t.te pel haUl lime. t01l1
b Pr.hm,nlry H..rlng houri 10 obl.in "In Cou"'" com.
penuhon. Enler 10111 below
c. Mollonl and ReQulSls
... d. alii Huting'
0:
::> " Senlence Hurlngs
0
U I. T'III
:!:
o Re~ocalion Hearing.
h. Juverlll. Helling.
I "DDUls Court 19A. TOTAL IN COURTCOMP,
I 01"" ISClClfy on add,tlon.ls""lsl
TOTAL HOURS - X $SO PER HOUR -Sa
20, iI. Inle~le>Ns and conl".nclU n\. Mulhply rll. per hour 11m,. t0111
b Oblalnlng and "........."g 'eco'd' ~c..~ hou". Enl., lolal "Oul 01 Court-
...... compenuUon below.
00: C- loegal re,e.,ch and brlel wrlhng ., ,
...::>
::>0 ::i. In...esnQatl'o1t and Ol!"er wD,Ir.ISpeory on addlDOnal sheelS) 20A. TOTAL OUT OF COURT
au COMP,
\.0. II ..S -S ~~.';;}S
TOTAL HOURS- X $<<l PER HOUR
2' ITeMIZATION OF REIMBURSABLe eXPENses AMT PER ITEM
MlloaQo $25 Mr mila .
0:
w
:l: 2 I A. TOTALITEMIZEO EXP.
...
0
-s 0
22, CERrtFICATION OF ATTORNEY/PAYEE 23, GRAND TOTAL CLAIMED
Has COmptlnSilllOn and/or reimbursement lor wortc. In Ihls ca.. pl....lou.ty been applied 'ot? ~YES o NO -s gl;,.';;lS
II yes, were you PiJld? 'riYES o NO Ifyes.bywhomweleyoupald7 Ca"",,"-1 Howmuch7,,-,!;:.g-O 24. DEDUCT. PRIOR PYMTS,
Has lhe person rep,usenlfld paid any money to you, 01 to youI knowledQe anyone else. '" connection wilh the m.ne, 101
whlC" you wer" aPDOlMled la provIde repres~~ ~~t!S NO II yes, Qlve detllls on Iddl!1onalsheel' -s
I swear or allum the truth or canectn.,. . ~":slq, 25 NET AMOUNT CLAIMED
01 the abOY8 ,talemonts SiQnalure 01 Altom.y/P.y", Olle .S !S1o.'dS
26."'rlllh':'I "" . J f ! / ' 1/ 27, AMT. APPROVED
J I ,.. SoI)natule 01 ,/ - / ~11, ) 2~ ,119,
".....1'.. JuOQlt v~ V--, __/;/ . .011. -s XG. 2.~
"
COpy' . Mail to Court Admlnlstralor al completion of service
"'-r." .
0'1 -(
'j.'
G '-" N
c._
CC
N
~
:;:
~- . 1~
"0: P .25
(I:: Uv
.....'
. ,
CASE NAME:
I:IOURL Y RATE:
DATE:
Mildred B, Leyder
$45.00
Thursda~, May 15, 1997
DATE ACTION BILLABLE TIME AMOUNT
TIME CHARGED DUE
4/2 Telephone Call From David C. Gority of 10 min 10 min $7.50
Financial Trust Company
4/2 Telephone Call From Anthony DeLuca, Esq. 5 min o min $0.00
4/4 Meeting with Anthony DeLuca, Esq. 20 min o min $0.00
4/10 Phone Call From Donald Leyder 10 min o min $0.00
4/14 Phone Call From Donald Leyder 10 min o min $0.00
4/17 Review of Petition to Invade Principal 30 min 30 min $22.50
4/22 Draft Answer to Petition to Invade Principal 45 min 45 min $33.75
4/26 Filing of Answer to Petition to Invade Principal 20 min 20 min $15.00
4/26 Draft Letters to Opposing Counsel and Area 10 min 10 min $7.50
Agency on Aging
TOTAL.. . .. ...... ......,. , .. . .. . .. 160 min 115 min $86.25
AUTHORITY TO PAY COURT APPOINTED COUNSEL
MAY 2 1 1997c?!A....""\tI
1.CQUnT 2 VOUCHER
o Olslncl Justice 0( Common Pic.. a Appoll.lo a Olhc' ----- -., NO 2427
3 FOR 10 J, C P, APPELLATEI 4, AT ICIIY/STATEI 50UO~~r.;zOE
I - ..1.'/1- " t;,r)
6 IN T"E CASE OF 7. CHAnGE/OFfENSE tPUROON CITATIOf41 8 0 PETTY OFFENSE
vs o FElONY 0 MISOEMUNOR
9 PROCEEDINGS (Oo$ctlbe bflellyl 1\, PERSON REPRESENTED 12. CIVIL OOCKET NO
A\\,,-~c:.1. 7c.~':-'Q""" , a o.r.""."t....du1t C:hq'nQ."~ CA
:t"...c:.~pc..<:.\.\c.\,,~ , " Of'I~"d...,'.Ju..!\lle ';;l\-,\(,,-\O\.\\
?c.\-.\-\t..., l,,, "':!:"..,..."'c/..... C:.~~_ J " Al)l)l'lIll\' 13 CRIMINAL OOCKET NO
. " "po"lI~.
, " H.lb".,Pehho"fl'
. lJ .....'.,...IW,ln."
, n P,,'ohtl C""'of''' W.th "'o'oI',on
to PEPSON REPRESENTED (Full Namel 8 U p,on.hO"'" C""'Qed W,th "",oll"on '4 APPEALS OOCKET NO
9 ~OI"I"
r(',,\~'('c:.P ~. Lc.'i~
,.po,o..r.~ 16 NAME OF AnORNEY/PAYEE ANO
MAILIN~AOORESS
-Pe c:..... -:::r. k?......s~~
(Q\ Wc.~"r 1...0.. ",.""c.... 5 \-yc."-\
-::r. We:!>\c."j C"\\~ r ::r.... CO....\I:!.\t. ?~ no\~
NAMe OF COMMON PLeAS JUDGe ASSIGNeD TO CAse .
17 TEl~ONE No. '8. SOCIAL SECURity NO OR EIU fiQ
<,n ;;I,\q-';;n~ \ <::).5- ,,(,,-?RS~
CLAIM FOR SERVICES OR EXPENSES
19, SERVICE HOUPS OATES AMOUNTS CLAIMEO
a Arr'Ignment andlor PI.. MultIply file per hour limes 10111
b Prehmlnary H..rlng tlau" to obl.in "In Court" com.
pensalion. Enter 10111 below
c. MotIons Ind AeQuul.
.. d. BI.I Hu,inOI
0:
::> " S.ntenee Hu,tngs
0
U I. Tr.al
;!;
0- Re"ocallOn H..,inQS
h Juvenile Heltlngs
I. AOpo,I, Court 194. TOTAL IN COURT COMPo
i Ottler ISD'C"Y on addlllona' sheelsl
TOTAL HOURS. X $SO PER HOOR -$ a
20. a. Interviews and conl,r.ne.. "- Mu1llply rll. per hou' times 101al
b Obll."u'IQ and "'fl.....'no lecords "=>",c,, hours_ Enter 10111 .Cul ot Court-
..... compensation below.
00: e leoal ruearCh and brlel .....rl!lng ~
..::>
::>0 :llnveStlga\lV9 and 01~e' worlt (Speol'y on adcMonal sheets) 204. TOTAL OUT OF COURT
OU COMP,
\.C\r1 ~S -$ ~lo . d'5
TOTAL HOURS. X lAC PER HOOR
21 ITEMIZATION OF RelMeURSABLE EXPENSeS AMI PER ITeM
~~'llIci1no S2S-oor mllo .
0:
w
:l: 2'11. TOTALITEMIZEO EXP,
..
0
-$ 0
22. CERTlFICATlOU OF ATTORNEY/PAYEE 23 GRANO TOTAL CLAIMEO
Has compunS3!lon and/or ullmbu"emenllor work in Ihls cale prlllvlou.1y been IPpllea lor? ~YES o NO -$ Sb.'d5
II yes. WOff! you POl1d") 'r:J YES o NO lfyes.bvWhomWereyoupald7CQ\lT\lr-f How much? ,"" <g. 4BO 24 OEOUCT, PRIOR PYMTS,
Has the pe"on ,ep'osenlrd plld any money to you, 0' 10 YOOl knO"fll'ledQe anyone else,ln connecllon wIlh the maner lor
which you we'll! ,lPPolnted 10 p'o'4'lde fep'es~~ ~~t!S NO II yes. Qlve d81111s on additional sheets -$
I swear or 3t1l1m lh~ Irulh 0' eOfTectness .. :nro q, - 25 NET AMOUNT CLAIMEO
01 Ine aDowQ slalomllnts SiQnllu'. or AIt,oU\eV/P.YU Ollft -$ ~1o.'dS
26." J'''I..1 :'\ ~. ) L~ ~U/ 27 AMT, APPROVEO
Ii'" S~n3lult!l 01 v11, ) g ,l"(9) -$I<b.Zs-"
,'.....,... JudQe .011.
1
COpy 1 . Mall to Court Administrator 01 complellon 01 SeNICe
CASE NAME:
HOURLY RATE:
DATE:
Mildred B, Leyder
$45,00
Thursdav, Mav 15, 1997
DATE ACTION BILLABLE TIME AMOUNT
TIME CHARGED DUE
4/2 Telephone Call From David C. Gority of 10 min 10 min $7.50
Financial Trust Company
4/2 Telephone Call From Anthony DeLuca, Esq. 5 min o min $0.00
4/4 Meeting with Anthony DeLuca, Esq. 20 min Omin $0.00
4/10 Phone Call From Donald Leyder 10 min Omin $0.00
4/14 Phone Call From Donald Leyder 10 min o min $0.00
4/17 Review of Petition to Invade Principal 30 min 30 min $22,50
4/22 Draft Answer to Petition to Invade Principal 45 min 45 min $33.75
4/26 Filing of Answer to Petition to Invade Principal 20 min 20 min $15.00
4/26 Draft Letters to Opposing Counsel and Area 10 min 10 min $7.50
Agency on Aging
TOTAL . . . . . . . . . . . . . . . . . , . . . . . . . . . , 160 min 115 min $86.25
$
,,.---.- AUTHORITY TO PAY COURT APPOINTED COUNSEL FEB ' , i98'h,t1'"
J ~
, COUIlT 2 VOUCH Eli'
o Dlslnct Jusllce ..,t. Common PICi15 fJ Appollaln o OIM' -...- .. ---- ..-. - ----..--- N~ 2426
.-
J FOR 10 J. C P. APPELlATC) .. AT ICilY/SUlCI ~ nUDGCT CODE
I'll ~,~C)", _1.,111 -1J'~i'
6 IN Hie CASE or ' CHAflGEJOITC"S[ (pullom, elf A lIOf,! B 0 PETTY OFFENSE
" o FELONY 0 MISDEMEANOR
'J pnOC(EOING510"~Cflbe bflell'tl 11, PCR50U nEPn[S[U1[O 112, CIVIL DOCKET 30
, tJ 0."""'1'1" ...all!! Qfp/lCLt)'S CL.
I\\\t.~c.d. "'J:nc.c.{>C\c. \~ C\\c.~ I II Of'.I\",I'II Ju,./'l,r" -a \- 0. '" - \ 0 4 \
'?e.r~l)n , II "DP,I1I/l' 13 CRIMINAL DOCKEI NO
. II &(111,,'1..
, 'J Il.b<t., P'''',o'''''
. tl ...'lrl,..IW....'"''
, II P.'oh,. CI\"Of',1 W.." ",(JI.t.O., 14, APPEALS OOCKEI NO
10 rE.fl~ON n(PI1(SOHEO (Full U,amcl " U '-'Oh,',I)"" Ch"U.,J '11,'1'1 V'OIJlhO"
'l '" 0'"''
1'\\\~4 ~. k'16<:.r
Apll,O,IP ,:::Ii \, l. \qL 16 "AME OF AnCRNEY/PAYEE AND
MAILING ADDRESS Q",::.~O
?e:\<:.r' -:s-:
-:r: L.)c.~\~i O\.....-:r.... ~\ W<:.~-\ L.O...~hC... ~\...c:.c:,:\
NAME OF COMMON PLeAS JUDGe ASSIGNeD TO CASE Car\\~k, ?R no \:.
11 TELE,;HONE No 18 !>>OCIAI.SECURITYNO OA(ltWO
"n -a~ 0,- ~'(n 01S-"c..,.- -i,qU
CLAIM FOR SERVICES OR EXPENSES
19, SERVICE HOUPS DATES AMOUNTS CLAIMED
. An'lgnm.nl Ind/o' PI.. Mul1lPty tile PIt haUl 11m.. 10111
b Prehmlnary H..,ino hour. 10 obtain -In Cour1'" com.
pentlllon. Enter 10tll btlcw
e:. Molions and Request.
... d. 8111 HUMg.
0:
:> " SenlenC' HII,lnO'
0
0 I. TfI.1
"
o R.vocallon Hurif\QI
h Juvenll. Hutlng.
l ADpe.I, tau" 19" TOTAL IN COURTCOMP.
I Othe, (SDIClly on .deMlen.1 .flettsl .", 15 ~I~lq,
TOTAL HOURS- X~kRHOUR -$ \1o"6."'S
3.1S
20. t. lnle",...n and conl.flne.. See. MulllPty tat. PI' hour 11m.. 10lal
b Obla.nlng and flvlew"'g II'COfd. A~.,\'<'" houri. Enter lolal .Out of Court-
...... compensation tMlow.
00: c. leQ.1 ,.,II'C" .nd brlel wrlllng
...:>
:>0 d. Inve.llO.ll.... And Olhflf work (Specify on addtllOrW sheets) 20" TOTAL OUT OF COURT
00 COMP,
~.. -$ S 80. oS
TOTAL HOURS- \':1. ~'\ X l'O'PER HOUR
2' ITeMIZATION OF REIMBURSABLe expeNSES AMT. PER ITEM
Mlo300 S 25 nnl milo .
0:
w
:t 21" TOTAL ITEMIZED EXP.
...
0
-$
22 CERTIFICATiON or "nCANEY/PAYEE 23, GRAND TOTAL CLAIMED
Has compenullOn and/or ,eimburllmenl 'Of work In Ihls ca.. pr.vlOUlty been applied lot? o YES l!(NO -$ .., 4 'g. gO
II yes, WQ'~ yOu paid? o YES o NO lI'tes.by.....homwereyouplld7 How much? 24, DEDUCT, PRIOR PYMTS.
Has lho pefson 'eofosentt!d plld any money 10 you. or to yOUl knowledQe anyone el!ft. In connecllon with Iho maner lor -$ 0
whiCh you well! olPPolnted 10 p,ovlde feprese~.J.c. 0 ('l~ NO II yes. Ol~e dill Ills on additional sheels
I SWe,)' 01 alll,m the tlulh Of coneCtnlSs ... - ~ J IS I Q1 2~ NET AMOUNT C~MED
O'II'II! .lbovO slalQmn"Is Signature of "nomey/Pay..- Oala -$ -1'..\ 'ii. 0
;.;
26 ~""'0l1..1 :~\ . "". , })~fl. m. ft'L 21. AMT, APPROVED
,.... S.q"AIUI.ol ,"',Im -$ "c.l-5(.~O
1'&9001' ~I JuOl,Je .011.
Copy 1 . MailVto Court A~minist,J.Dr al completion of service' .J ..
/); /1 ()
.!J IX
.
,
.
T PPO TED COUNSEL
$
. AUTHORITY TO PAY COUR A IN ;".->
I coum -,( Common Plca~ 2 VOUCHER
o Dlslrlcl Justice 0 Appollalu o Olhor ----.. _.._---,----_..__._~.._~-- N~ 2426
3 FOA to J. C p, APPELL"TEI 4 AT ICIlY/STATEI 5 eUDGET CODE
I I . .,., - /,111- (,',
6 I" UtE CASE OF I. CHAnGEJOFFE~jSE tPURDON CITATlONI B a PETTY OFFENSE
" o FELONV 0 MISDEMEANOR
'J PROCEEDINGS IOtJ5Cf1be btUllly) " PERSm4 REPRESENTED '2 CIVIL OOCKET jO
t ~J OII_MI"t.Adull C't'pnlUl'.s U_-
1:\\\~':::Jc.d. -:r:nc:c.~ac. ,-\ a\cc\ , " O~'f!"d~1\1 Ju..".llI -a \- '\10 - \ 0 '-\ \
\=lcr~l)"'" ] " App"lI,,,'ll
. " "011,,'10'... 13 CRIMINAL DOCKET NO
, "~b"n PI!h110"'''
I) :J I,.Ijll!/'''' 1'1,1"",
-' 1,; p..!(,I..., C"'.Irq!!" WoIl'l V'OI.l"on
10 p(n~;o~' RI.::PReSENTeO (FUll Name) 8 ~, P'otJ.."Of"'" C".'IlIl<1 W,lll I/,olll.on 14 APPEALS DOCKET NO
9 "f<. 0'''01''
f('I\\<hC4 ~. k"1o~r
'''' 0,," )';l \ II. \qL 16 NAME OF AnCRNEY/PAYEE AND
'-10"0 ADDRESS R",::.~o
\ e. ~ c.r -:s-:
:r. L.)c.~\~";I O\"..,-::r.... Co\ We..~~ LO"'~"'c.r ~\...c..c::,:\
NAMe OF COMMON PLeAS JUDGe ASSIGNeD TO CAse Ca'r\\~\~, ?A \I 0 I:'
11 TELEPHONE No 18 SOCIAlSECURt1..,t.lOOREltl~.O
(, \,\ 'd\.\ a.. a"cl\ ~n'5- c,c.- 3cnl'is
CLAIM FOR SERVICES OR EXPENSES
19, SERVICE HOUPS D4TES AMOUNTS CLAIMED
a ArralQnmenl Indlor PIli Multiply 'III pet hour limes 10111
D Prellmlnlry H"rlng houfI to oblaln -In Coun- com.
penullon, Enler 10'11 below
e. Motton. and Requlltt
... IS a,,\ HlltIi'O'
0:
:> It Sentence Hu,'ng.
0
U I.TI'al
0;
o Revocahon Heating.
h. JuvenIle He",ngs
I APOIII, COur1 19A. TOTAL IN COURT COMPo
I Ol"e' ISPIIClty on Iddlhonal shutsl 3, "75 ~Iblq,
TOTAL HOURS. 3.'S XJ,~ERHOUR - $ \ Ie 'iI.'" S
20, a InleNlfI\OI' Ind conl".nces See. Mulllpty 'II. per houl lime. 101.1
b OblllnlnQ ."IS IIvU,,,,,'''O 'KO'd. A ";;;\:<.l. houlS. Enler lotal "01.11 01 Court'"
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TOTAL HOURS. \J.ll"\, X S<e'PERHOUR
21 ITeMIZATION OF RelMBURSAeLE eXPENSES AMI PER ITEM
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22, CERTIFICATION OF ATTORNEV/PAVEE 23, ORAND TOTAL CLAIMED
Has compunsahon and/or ,eimburaemenllor work In this cal' prevloulty been IPplled lor? DYES I1(NO -$ -, 411. ~o
II yes. WfJre you paId? o YES a NO Uyes. bywhom were you paid? How much? 24, DEDUCT, PRIOR PYMTS.
Has the porson ,ep'esenled paid any money to you, or to your knowled<3e anyone else, in connecllon wilh the maner lor
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01 the .1bo\fo slalemflnls Signalure 01 Altorn!!',P.wu Olle -$ .'-\~. 0
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.or-- AUTHORITY TO PAY COURT APPOINTED COUNseL FEB J .;; i0~ A, n"
I coum -,( Common Plc.u 2 VOUCHER
o District JUStlCD 0 Appnllato a OIM' - N~ 2426
3 FOR 10 J, C p, APPELLATE) .t. AT ICIIY/STATCI 5 nUOGET COPE
1,)\ -,:J >1., _1..111 -D'i,.
6 IN UH: CASE OF I CHAllG(Jorr[,,5E !PUROQ', CllATIONI a a pmv OFFENSE
" a FELONY II MISOEMEANOR
- T:i2, CIVIL OOCKET NO
lJ pnOCEEOlt4GS IDucflbe bltellyl II PCRSON REPRESENTED
I " 0.1,,,",,,, .....,\11' CXr/l<Ul'.s CL)
I\\\e.~e.d. "":I:nc:::.aflc.C. ,;. c..\c~ , 11 0.1,""<111' ,Ju.,..,lt -a \- C\ 10 - \ 0 1..\ \
'?c.r~lll"l I 11 ...PO.II....' 13 ClUMINAL DOCKET NO
. " AOOIlI1...
, " tUb..,P""IQ"'"
. U ....'....IW.'nn'
1 11 P.I.ol... C",..rQr" W.,,, V'QI,I.on
10 PEnSON nEPRESENTEO (Full t,.mel ft lJ P'OIl.loO"" O'.'Q.d W,ll'! V.al.',Ol' 14 APPEALS OOCKET NO
OJ}< 01""
f(\,\a,.cA ~. k'1o~("
"" 0... ):::l \ II. \qL 16 NAME OF AnOnNEY/P.AVEE AND
M~NG ADDRESS Q", :':'0
\ e.~~r -:r-:
~ LJc~\C'J O\r",~"'" ~\ W~:,-\ Lo....~'nc... ~>,. rc.c:.:\
NAMe OF COMMON PLEAS JUOOe ASSIONeO TO CASE CaT\\~\~, ?A \/0 I:'
11 TELEPHONE f40 18 'iOC.,I,l';[('.UAlt,hOQAllh'IO
h n\ 'd~q- ~'-al <''''5- G,(.- ?,ql\'is
CLAIM FOR SERVICES OR EXPENSES
19, SERVICE HOuRS OATES AMOUNT5 CLAIMEO
.. Arr"o"manl Indlot PIli Multiply rate per hour 11m.. 10111
b Pr.t,mlnery H..rlng hou't 10 oblaln "In Court. com
penutlon Enter 101.1 below
c. Molions .nd Requltl.
... IS. al,1 Hllrinol
a:
::> III S.nlence Hearing.
0
U l. T"I'
"
o Ravocalio" He.tlng,
h. Juvenile HllIlno'
l ApPell. Court 19" TOTAL IN COURT COMPo
~ Olhe' (Specify on add.Uon.1 "\lels, "" "75 ;,1~lq,
TOTAL HOUAS- X~kRHOOR -s \1o~."S
3.'S
20, a. Inte~'ewl .nd conferene.. Sc: C. Mulhpry ral. PI' hoUf 'Iml.lol.1
b Obl"nino and 'r.1",,"Q IICOtd. AII..\o.c.l. haulS. Enll' 10111 .01.11 of Court"
...... compenllUon balow.
00: Co leoll reu.tch .nd brief wtlllng
...::>
::>0 d. InvesliglDvt and OlMf work (Speofy on .ddtDO~ sheets) 20"- TOTAL OUT OF COURT
OU COMPo
~'i -s S 80. OS
TOTAL HOUnS . 1-:1. 'is'\ X l4O'PER HOOR
21 ITEMIZATION OF REIMeURSABLE EXPENSES AMI PER ITEM
Mloa-ne $.25 per mae .
a:
w
l: 21" TOTAL ITEMIZED expo
...
0
-s
22 CERTIFICATION OF AnORNEV/PAYEE 23, GRAND TOTAL CLAIMED
Has componsahon andlor flimbut'I.menllOf worit In this cue p'ovloul~ been ,pplled fat? a YES ~NO - S -, 4~. gO
II yes. were youDald' a YES C NO Uyes. by .hom wo,o you paid? Howmuch? 24, DEDUCT, PRIOR PYMTS,
Has tho person fepresented paid Iny money to you. 01 to your knowledge enyoM el,e, In connection with the manar lor
whICh you wore apPOinted 10 provide rep'e'e~~~~Ji.. NO II yes. Qlve details on addItional sheets -s C
I ,wur or allum the Ituth or conectness - ,.,. ~ I IS I cr1 25 NET AMOUNTC~MED
ollne abovq statemonts SiQnalur. 01 A"ornty/Pey... O.t. -'1'-\.'1;.0
26 ."'I'''I,~1 :" "". , :Uil. r#. i Ft"L 14 1')'1? 27. AMT. APPROVED
Ill" SoQnalu'.o4 -s '1~5i: So
"",,,",1...1 J"OQe .011..
Copy 1 . MallVIO Court AVmlnisl,Jor al eompleUon of service' " , , ..
/It " (/
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IX
o
STATUS REPORT UNDER RULE 6.12
Name of Decedent: --5Yl \ \ d.ltiLJ.:j kt',jrll" V-
Date of Death: qjgl9~
will No. ,~ I ~ C(l ~. n i 0 '-I I Admin. No. Oln'-ll
pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 1 report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ,,/ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes ~ No
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 attached to this report.
Date: AUG 2, 3 2000
Si,
,
K0y~tonc Finuncial Dank-Trust Dept.
Name (Please type or print)
1 \~ lIioh Street Carlisle. P^ 17013
Address
( 717 ) 240-4505
Te 1, No,
Capacity:
x Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)