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'Mole ,~r, ,,(MenM.. Kennedy
also known as .d
I)ETITION (<'OR I)RORATE and (;RANT OF LETTERS
;}".. 97 - ~30
No.
To:
~__'_____ Rr,gisll'l or Wills 1'01 Ihe
______..._._~____ . /J"('I'{/,,<'r1. COI"lIy Df CIJJ\lllC.rli'lflcL_~_ In Ihe
Soclol Se"lIrlly No. .172.~Jl.l-9)2;;_.__ C0l1l111Dnwealth of Pellnsylvanla
The pel It Ion of II", uudelslgned lespl'elfully lep'csellts Ihal:
Co-
YOUI pClllloner(s). whD X/arc IX years Df age or older IIl1lhe e"CIII or~..___..___.~._._..._~ numed
in the 1(\,11 will of Ihe above decedel1l, daled.Qc.lQOOr.fi. ,... ...... , , 19-..9.L
and eodkil(s) dilled n_..l1()_I1(l..._~~____.____________. .-.....--......--.---- --~
(\Hllc rr!{'VIIIlI drcl1Ill'ilancCs, e,g, IL'H\ltldatioll, death of C\CCU!nr, etc,)
c . CUITlber1and
Decendenl was domldlcd al dealh in J3.c?JC?..:..of ",hlIeI11anstol'on/ _Counly, Pennsylvania, with
h~__. lasl family l1f prineipal lesldence at __l.l1.._I!!!?ELGreen Street
...___.___..____.._......_.. ShirelTlimfO:tQWI1-,-_PA_. 17011
(Ii~l ~lr('cl, ll11mbl'r and llllltH.:ipallly)
Decenden\' Ihen _....?!.._._._. years of age, dil'd ...l:1arch..?___...:._.______..._____. 1997
al _];':9!3t.Eenn.~QQ);9.'A9.W!1s.h,j,p.,._.Qlj[I1ber.land Countv. pel1ill2Y1vania .
E~eepl as follows, decedenl did nOlmarry, was not ~Ivoreed und did not have a child born or adopted
after exceullon of Ihe will ol'1'el'ed 1'01' pl'Obale; was 1101lhe vicllm 01':\ killing and was never adjudicated
in('OlllpC!f:nt: ____Ngne _'_' -._~____..____..__ ___~________
Dceendenl 1I1 delllh owned ploperty will1 eSlimaled values as I'ollows:
(If llomldled in P".) All personal property
(If not domiciled in I'll.) Personal property in Pennsylvania
(II' not domiciled in 1'".) Personal property in Counly
Vollll' of n~ul ~statc ill Pcnl1wlvania
silllUlCd as 1',)lIo\\'s: .-J..1?: west..B:1'!erU5trej-!;."r'l__......_.____
~....___...._......__.___...:~l!,c:t'emanstown, PA :IV ....___.___._
$ 373.000.00
$---
$
$ 100.000.00
WHEREFORE, pelllioner(s) respeetfnlly leqnesl(s) the plobale of Ihe lust will ~:lfll~
presented l1el'e\\'llh lInd Ihe grunl of lellerL_Tes!Il.~!:l.!:ary._._...._.__._.__.
, (\~'~l<H\l(,l\lary; ad1ll11l1<,trl\\intll.',t.a.; udmlni!\trallon d.b.n,c.t.a,)
,heroll.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.TH OF l'ENNSnV ANIA 1 ...
. ti~
COlJ NT\' OFCIUT,berl~3nd J
The pl'illlolll.:'r(S) Uhl}\'l'-t1;1nlcd .~wl',\I-b) ()l' affirm(s) that tile stat(.'IlH.'llts in the foregoing petition are
truf,,' and I..'pnl'l'l In thl' \H;'\\ \If the ktlowh.'dge alld hl'li,lt'f' )1' petitk11ll'r(s) lUtld that as personal represen-
Iuli""l'} "I' lit,. IIhm" d('('ed ell I 1'''li,lolle'lsI will Wl'lIa""IIII,II,I.;VJl,~,t(,I;,l,I,,~,' ,i.,.",.,i{. 11t"e/-, eSl"le acemdlng to law.
SWOII\ (ntH alrirnlL'd ,Itld ...uh"'l'tilwd I,tl;fdcc'.v" ,~~ '__u__"._ ~
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LAST WILL AND TESTAMENT
Oil'
.
OWEN K. P;I!lNNEDY
I, OWEN M. KENNEDY, of the Borough of Shiremanstown,
Cumberland County, Pennsylvania, make, publish and declare this
as and for my Last Will and 'restament, hereby revokin9 all other
Wills and Codicils heretofore made by me.
FIR8~: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, RONALD M. KENNEDY and MARY ANN WISE, provided that
should any of my children predecease me, I give and bequeath such
child's share unto his or her issue per stirpes by representa-
tion.
SECOND: In addition to all powers granted to them by
law and by ot.her provisions of this Will., I give t.he fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective unt.il actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) '1'0 partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, Bubdivi-
sian, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(e) To compromise any claim or controversy and to
abandon any property which is of little or no value.
~e
..""
(D) To invest in all forms of property, including
stocks, common trust funda and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) '1'0 exercJ.se any option, right or privilege granted
in insurance policies or in other investments,
(F) To exerdse any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inher.itance tax
laws.
EJ
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) 'ro select a mode of payment under any qualifi.ed
retirement plan (pension plan, profit Sharing plan, employee
\ stock ownership plan, or any other type of qualified plan) to the
" ~
'~ extent the plan or the law permits them to do so, and to exercise
~ any other rights which they may have under the plan, in whatever
~ manner they consider advisable.
~ THI~: I direct that all inheritance, estate, trans-
"\J fer, succession and death 'taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
~ to property passing under this Will, shall be paid out of the
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principal of my residuary estate.
FOURTH: I nominate and appoint my children, RONALD M.
KENNEDY and MARY ANN WISE, Co-Executors of this, my Last will and
Testament. I direct that my Co-Executors, and their successors,
shall not be required to post security or a bond for the perform-
ance of their duties in any jurisdiction.
.s
"
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CERTIFICATION OF NOTICE UNDER RULE 5.6 lal
Name of Deoedent: Owen M, Kennedy
Date of Death: Maroh 2, 1997
Will No. 1997-00230
Admin. No.
To the Register:
I oertify that notice of benefioial interest required by
Rule 5.6 (a) of the Orphans' Court RUles was served on or mailed
to the following benefioiaries of the above-oaptioned estate on
March 14, 1997:
Ii.AlM
Address
49 Oakwood Avenue
Meohanicsburg, PA 17055
Ronald M. Kennedy
Mary Ann Wise
124 North 36th street
Camp Hill, PA 17011
Notioe has now been given to all persons entitled thereto under
Rule 5.6 (a) except:
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Jam a , Esquire
1 West Main reet
Bogar & Sheely
Shiremanstown, PA 17011
(717) 737-8761
Personal Representative
X Coullsel for Personal
Representative
Date: Maroh 14, 1997
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INHERITANCE TAX RETURN
I RESIDENT DECEDENT
COMMONW!AL1HOf P!NHSYlVANIA I (TO BE FILED IN DUPLICATE
DEf'^R1MENl Of REveNUE
HARRllfJn,~~~:2eO.OI..___ _..1.__~IT_~_~Ec;ISrERO~,^,IL~S)., . .!COUN,TYS91'E ..
DEn NAME II' 1. film, AHD MIDDLE INIlIA!! -'---"Ilitrnmr.~ roM~lm AD(m~~
Kennedy, Owen M. l]~ West Green Street
"sOCI,6,l seCURITY NUM8H: +~ lolliS'"PlAT,..- .jri/;f(bT6Iilf1' ..------, Shiromanstown, PA 17011
172-01-9395._ jQ1!02,19?"iO_ QY1J.?lO_5... (3"l_.~\lml?,'r!.~n~.._..~..__._.._____..~...
I'; .....""" ."""",, :'0""' "'''' '"'' ."".., .'00" '""""__..L~~~::::~~:~~_._. J '_~~UNl ",<!IV," I'" INITRU'"0NII __~___~
[Xl 1. Original Return 0 2 Supplemental Return [J 3, Remainder Relvrn
lfor dl.1ltl 01 death prior to 12.13.821
rJ ,4, Umiled Euott D4u. Future Inler,,' Compromis, [J 5. li,d.,ol E,tate To/\ Return Requited
(lor dotfJ~ 0/ nf'loth aher 12.12.82}
lX1 6, Decedenl Died Tflitals D 7. Decedent Mulntolned 0 Uvif1g1rusl - Q.:. 8 TOlal Number 01 Sol. Deposit Boxel
IAtloch copy 01 Willi IAlloch cory 01 TrUll)
ALL CORRESPONDENCE AND CONPIDeNTIAL TAX INPORMATION SHOULD BE DIRECTED T07
t3 ~ NAME COMI'lflt MAliU~O AbORf~!> ...
~c James D. Bogar, Esguir..e Ono West Main Street
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Sf im,"ON'NUM'!' Shiremanstown, PA 17.011
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1. Real Ellate (Schedule A)
2. Stocks and 80nds (Schedule Bl
3. Closely Held Slock/Partnfmhip Inlerest (Sch41dule q
4. Mortgages and Noles Receivable (Schedule Dj
5, Cosh, Bank Deposits & Mhcelloneout Personal Properly
15chedule EI
6, Jointly Owned Property (Schedule Fl
7, Transfen (Schedule GllSchedvle l)
8. Totol Gron Assets (tolalUMi 1.7)
9. Funeral Expenlln, Admlnlstrotive COSh, MliCellon(lou~
Expenses (Schedule HI
10. Deb", Mortgage Uabllilies, Liens (Schedule I)
11. Total Deductions (total Unel q & 10)
12. Net Value 01 Estate (Une 8 minus line 111
13 Chorllable and Governmental Bequells (5chedulo J)
14. Net Value Subject 10 Tax (line 12 minus line 13)
/5-/l,U,-11
(;.-
FOR DAtES or DeATH AmR 12131191 CHeCI: HeRl
IF A SPOUSA~ ..
POVIRTY~~I~I_T_IS. C.~AI.""lIllc.
Fill NUM..R
2.1
) 997
0230
YEAR
NUMBER
."'-- ._---.-
-_._~
.~
1 I I_.lli, 909..,..9_0...___..
121 ...----
(31
141_~.__.._...__._
151__417040. I..L__
(61________
(71
~
0.
..11
16) ,-2)7,44 0.76
191 20....103.87
1101_-1... 324.46
23,028.33
514,412..43
(Ill
1121
1131
114) ..
514,412.43
15.
16,
17.
z
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Co
I!
..
u
>< 20.
;!
Spousallransfers (lor dales of d.ath alter 6.30.941
See Instruclions for Applicable Percentoge on Reverse
Side. (Include volues from Schedule K or Schedule M.J
Amount 01 line 14 taxable 01 6% rate
(Include values from Schedule K or SchedulEl M.l
Amount of Line 1 Ii la)(oble at 15% role
(lfIClude valuet from Schedule K or Schedule M.)
Principal tax due (Add lox from line~ 15, 16 Clnd '7.)
Credits Spouial Poverty Credil Prior Payments Discount
_~____ + ..?.2~84..QO+...L....536.00
1151
(\ 6) _....2l!.o...!.!2 . 4 3
X._1l:
X .06 It
30 ! 8 6 ~_!.1..?__..__
117) ___.._.
x ,1.5 l:l
1161
Interesl
If line 19 it greater Ihan lini! 18, onter tne difference on line 20. This is the OVERPAYMENT.
IiJO
1191 _....1Q.., 7 2 Q.~_Q._____
120) ________~_._._
144.75
(heeL. herl' if yo.., tire requesting (I'mfund 01 your overpoVrT1ont,
If line 18 is greater thon line 19, tinter the differoncf! on line 21. This is the TAX DUE,
A. En!er tho interes! on the bolonce clue on Un6 21 A.
8, Enter the lotal olUne 21 ond 21A on lint 21B. Thil i~ Ihe BALANCE DUE.
Mak. Ch.,k Poyo.hl. to: RtO!.".,r of w.1II" ._AU.n!..._
1211
IllAI
121BI
-------r4 4 -:7 5 --~
_._._---_.-._--~
~ ~ BE .SuRE"ro ANSWER AL':.~UESTIONS ON REVER'SE SIDE AND TO _REC~ECK MATH- ~-<--_,__
Under pftnollles 01 perjur)' I decloro Ihot I hove f1Mmined thi~ return, including accompanying 5Chfldulel and ~Iatemenll, and to the bosl of my knt:.wledge Clnd belie!
it is true, COrteel ond (l')mplf'lfI, I declorr that 011 reol ('Stole hcn beEln reported 01 true market volu(! Declaration of preparer olhet than the personal reprelenlntjve I~
bo~ed on alllnlormotlon of which proparer hm any knowledgo.
110 r. "' ".t~~~~;::;;" 'OS~:"iQ(,":~!:;:"l.5\ 4] :.;})~;~;~;~j~~,~~~ll~~'.__'. -MC~~ll~~I11~~'~~l;rl~,' ] ~AO'''l-ll' 705 cP'::iT--O"'9--?6 07 ..-.-.
~"iSi\\I~ ,^;wli..f5:~\IWJ..s""""'''''(Jn(' WE)S,t.Mh.L11-Si: ._LITL .--.. ..----- o'::;i",.--_L~Lz--...
_..L.. ' I, t;h.Lncn,anst.own, P^ 170ll ._~._.__... ~_....09l?.61'[7._..
Jam s D. l30ga
conditions as ar~ deemed proper. This includes the power to give
legally Ilufficiertt instruments for transfer of :the property and
to receive the proceeds of any disposition of it . . .
FOURT!i: I nomj.nate and appoint my children, RONALD M.'
KENNEDY and M~Y ANN WISE, Co-Executors of this, my Last will and
Testament . . .
NOW THIS INDENTURE WITNESSETH, that the said parties of the first
part, by virtue of the power and authority aforesaid, in said
will contained, and in consideration of the sum of One Hundred
Nineteen Thousand Nine Hundred and NO/lOa Dollars ($119,900.00)
to them paid by the said parties of the second part, at and
before the ensealing and delivery of these presents, the receipt
whereof is hereby acknowledged, have granted, bargained, sold and
conveyed, and do hereby grant, bargain, sell and convey to the
said parties of the second part, their heirs and assigns forever:
ALL THAT CERTAIN lot or tract of land situate in the l3orough of
Shiremanstown, Cumberland County, Pennsylvania, being more
particularly bounded and described as follows, to wit:
BEGINNING at the point of intersection of the line of the
southern edge of Green Street and the line of adjoiner between
lots numbered 6 and 7 on the hereinafter mentioned Plan of Lots;
thence South 23 degrees 24 minutes East by said line of adjoiner
for a distance of one hundred fifteen (115) feet to a point;
thence South 66 degrees 36 minutes West by the Plan of Cumberland
Park for a distance of seventy-five (75) feet to a point at the
southeast corner of Lot No.8; thence North 23 degrees 24 minutes
West by the eastern line of Lot No. 8 for a distance of one
hundred fifteen (115) feet to a point on the southern line of
Green Street; thence North 66 degrees 36 minutes East by the
southern line of Green street for a distance of seventy-five (is)
feet to a point and place of BEGINNING.
BEING Lot No.7, Block "A" on Plan No. 2 of Shireman Manor as
recorded in the necorder of Deeds Office in and for Cumberland
County, Pennsylvania in Plan Book 11, Page 52.
HAVING THEREON ERECTED a one story brick ranch dwelling with
attached carport being known and numbered as 112 west Green
Street, Shiremanstown, Pennsylvania.
BEING the same premises which William A. Knaub and Betty L.
Knaub, his wife, by deed dated March 26, 1964 and recorded April
1, 1964 in the Cumberland County Recorder of Deeds Office in Deed
Book"D", Volume 21, Page '784 granted and conveyed unto Owen M.
Kennedy and Rhoda M. Kennedy, his wife. The said Rhoda M.
Kennedy died August 30, 1986, whereupon full and complete to the
within described real estate became vested solely in Owen M.
Kennedy, surviving spouse, the decedent herein. The said Owen M.
Kennedy died March 2, 199'7.
TOGETHER with all and singular the rights, liberties, privileges,
hereditaments and appurtenances whatsoever thereunto belonging or
in anywise appertaining, and the reversions and remainders,
rents, issues and profits thereof, and all the estate, right,
title, inter.est, property, claim and demand whatsoever of the
said Owen M. Kennedy at and immediately befor.e the time of
decease, in law or equity or otherwise howsoever, of, in, to or
out of the same:
TO HAVE AND TO HOLD the said granted premises to the said parties
of the second part, their heirs and assigns forever.
AND the said parties of the first part, do convey, promise,
grant and agree, to and with the said parties of the second part,
their heirs and assigns, by these presents, that the said parties
of the first part, have not done, committed, or knowingly or
willingly suffered to be done, any act, matter or thing whatso-
ever, whereby the premises aforesaid, or any part thereof, is,
are, shall or may be charged or incumbered, in title, charge or
estate, or otherwise howsoever.
iN W1TNESS WHEREOF, said parties of the first part have hereunto
set their hands and seals the day and year first above written.
,2.Ji (SEALI
RONALD M. KENNEDY, Co xecutor of
The Estate of Ow Kennedy
_ m~ a'H/K-/~k (SEAL)
~~VWISE, Co-Executor of
The Estate of Owen M. Kennedy
Slened, Suled and Dolivered
In lbe PRlll.,ncfI of
UVl50lUtlal7J
1 PI... po", " T".
FILE NUMSe;r-
, ~1 SCHEDULE E
-t:Ji~ CASH, BANK DEPOSITS AND
COMMONWeALTH CI' P!NN~YWANIA MISCELLANEOUS
IHHIRITAHCI TAX mURH PERSONAL PROPERTY
IIIIDIH' OICIOIHT
~ -- -
ESTATE OF -- -
Owen M. Kennedy
2197-0230
!AlI ,'.p.,ty lolntly.:..own.cf with the Iltht .f Survlyonhlp mud II. dl,cl...d .,. Schedule ')
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Dauphin Deposit Bank and Trust Company Checking
Account No. 61193488, date of death value
$5,641.37, accrued interest $2.85
Dauphin Deposit Bank and Trust Company Grantor
Trust Account No. 1104513009, date of death
value $373,641.31, income $37,189.74, aocrued
income $895.05. A copy of the Trust Agreement
dated March 20, 1985 and an Amendment to Trust
Agreement dated January 15, 19B6 is attached
hereto.
5,644.22
2.
411,726.10
3. Suburban Cable - Refund 22.32
4. Bell Atlantic - Refund 1.86
5. PA Blue Shield - payment 64.97
6. TV Host - Re fund 12.74
7. Liberty Mutual - Refund 3~.65
8. Bankers Trust Co. - Final Bell Atlantic pension 29.90
payment
TOTAL (AlIa enter on line 5, Recapil!!lallon S
417,540.76
{Alfuch addlllanol 8~ It )( 11" ,h"'I If mare 'paCt I, n..ded,J
I
,
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..!ON 1', L..''''V1Z1'll
317 TJrtI"D nllctT
lie.", l:Ulol.CIlI.....o, ......
Lo,,'-.'\\-' vliHCt.:i
JON F. ~A.VJ!lH
317.. _ ...lI.8tT.....
New CUM8ElU.AND, PENNSYLVN<lA 17070
-
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-~-
TRUST AGREEMENT
nus AGREEME.'Nr, lllIlde this U!J. day of iJ1a.rx..L 1985 by and
betweenCWEN M. I<ENNEJ)y and RHODA. H. KENNEDY, his wife, of Shiremanst~,
Pennsylvania (hereinafter referred to as Settlors'),
AND
DAUPHIN DEFOOrT BANK AND TRUST OOMPANY, of Harrisburg, PennsylVania,
(hereinafter referred to as 'Trustee')
W1'INESSE'IH :
Settlors do hereby transfer unto Trustee the property described on
the attached Schedule A to be held in trust by Trustee as follows:
FIRST: During the lifet.iIres of the Settlors (or the lifetime of thE
surviving Settlor after c.'le death of either):
A. All of the net incOlOO shall be paid to us, or to the
sUIVi.vor of us, a,t least quarterly or shall be paid or acClllll.l1.ated
and added to principal, as we, or the survivor of us, may direct
in writing;
B, As Ill.lCh of the principal as Vie, or the Survivor of us, lllay
fran tiIoo to ti.Ire request in writing shall be paid to us, or as we,
or the SurviVor of us, may otherwise direct;
C. If, in the Trustee's opinion, eithe, of us at any t:iJre is
unable to act or to apply the payrrents to our cwn best interest and
advantage, the Trustee may apply directly for our benefit as rruch 0:
the inCOl!e. and/or principal as the Tru.s tee may, iran tiJre to t:izoo,
deell1 appropriate for our welfare, ccmforc, suppt'>rt or Em'.rgency nee::
and may add to prillCipal as rrucb of the inCOl!e as the Trustee deans
advisable, In making decisions under this subsection, Trustee shal:
consult With Settlors I daughter,~ A"N \I/ISE._
D. Trustee shall keep true and correct book.s of account, ..ru.c.'
books of account shall at all reasonable tirres be open to the
inspection of Settlors or t~ir ,-l"ly app-9Jpted representatiye~
Trustee also shall render ~Q1J;1rrerl y to Settlors a aetailed staterrer:
showing all receipts and msbLlrSemmts on account of the trust
estate and the manner and fom in wn:i.ch the trust estate is investe
at the time of the rendition of such statenent.
SECOND: Upon the death of either Settlor, this trust shall contirn.:
in e.'Ci.stence for the use and benefit of the surviving Settlor. Upon the death
,..
I."''' O'''C'.
,ION 1", \...40"'''''111I
J I '7 ."1110 IT'H"f
_('III CY,,",,'l'H.A"D,.'"
...._..,~_.--_.---.._---
__Oz... .._,.. ..____.._...h.__.
-.-.-
of the surviving Settlor, while the trust continues,
then~rmnaining principal and incorre to our daughter,
FONAlD M. KENNED'{ I in equal shares, per stirpes,
the Trustee shall pay t.he
MARY ANN WISE, and our son,
'!'HlRD: Settlors reserve the right to revoke or amand this Trust, in
whole or in part:, at any time and from time to titr.e by an inst:rurrent in writ.ing,
delivered to the Trustee and intended to take effect during our lifetune8,
except that the duties, pcMers and liabilities of the 'l'nlStee shall not be
changed without its written consent, This right of revocation and arrendIre.nt als
is reserlJed for the survivor of us, and is e..<<ercisable by the survivor by lilinsel:
or herself alone, The Trustee reserves the right, at any ti.Jre upon thirty (30)
days advance written notice to Settlors, to resign rl1e trust and deliver the
trust estate to us, or to the strrVivor of us, after deducting therefrom its fees
and any e.'Cpenses then clue and payable. There shall be no penalty charged agains
Settlers upon revocation or arrendrrent of this Trust A"n-reement,
FOURTH: Subject to the approval of the Trustee, either of us, err
any ot..'1er entity. may add property, real and personal, to the principal of this
trust.
FUTR: In addition to the pcwe:rs granted by law, our Trustee shall
have dle following discretionary pcwers, applicable to principal and incorre,
which shall be exercisable without leave of court and shall Contll"DJe until
distribution is actually ID'l.de:
A. To accept and retain any or all property, including stock
or other securities of the Trustee or of a holding coc:pany
controlling t..'1e Trustee;
B. To inves t in all for.rs of property (including, but not by
way of limitation, real estate, all types of stocks, bonds, options,
and participations in COllllOt1 trust fulds and rroney market funds);
without be.ing required to diversify, Trustee shall invest only in
A Grade investnents;
-
C, To buy invesbrents at a praniun or discount;
D, To hold property unregistered or in the flt!llreof a nominee;
E. To give proxies, bot..'1 ministerial and discretiona,ry;
F, To.comprondse claims;
G. To join in any merger, consolidation, reorganization, vot;i.r
tI\lSt plan, or other concerted action or security holders, and to
delegate discretionary duties with respect thereto;
H. To borrow from DauohJ..n Deoosit Bank and Trust Ccmpany or
frcm others I and to pledge reel or' personal property as security
therefor; to loan cash or se=ities upon such terms and condition
as t:rus tees deem appropriate;
~2-
.....'" 0"1(1'
~O~ lr, L.""....vCI'l:
3" ."IIilOITlltJ:T
,(... ~ \"I"" (11I.."1010, ~""
, ...r ..-. .... ". 'f" , " ,,~ -.,
~
r. . '._ ~,., . __
---.
I, To sell at public or private sale for cash or credit or
partly for each, to exchange, to improve, or to lease for any perio(
of time, any real or personal property; and to give options for
sales, exchanges, or leases;
. J. To allocate any property received or ~ge incurred to
principal or inccme or partly to each, without being obliged to
appl.y the usual rules of trust accounting;
K, To distribute in cash or in kind or partly in each;
L. To retain any part of all of our business interests held ir
this Trust as long as the Trustee considers it advisable to do so;
and to conduct, alone or with others, any suc..'1 business in which
either or both of us are engaged, with all the powers of an cwner or
with respect tilereto, including the power to delegate discretionary
duties to others and to pay adequate compensation to any such perser.
to invest other property in such business, and to incorporate it 6r
change its form.
SIXIli: The Trustee shall be cc::mpensated in accordance with its
standard sc.'1edule of charges in effect frc:m t::i..I'm to tiIre, during the period of
its services, and this compensation shall be paid frem pr..ncipal or inccme or
partly from each in the sole discretion of the Trustee,
SEVENrn: No part of the inCOllJ3 or principal of the property held
under this Trust shall be subject to attachnent, levy or seizure by any creditor
spouse, assignee or ~~tee or receiver in bankruptcy prior to actual receipt
thereof. The Trustc.e shall pay over the net inCCll'e and t.'1e principal to the
persons herein designated, as their interests rray appear, without regard to any
attempted anticipation (e..xcept as specifically provided in this agreement),
pledging or assignrrent under the l'rust, and witiiout regard to any claim thereto
or atterrqJted levy I attac.'1rrent, seizure or other process against either or both
of us.
EIGHTH: This trust is created and accepted in the ~11Wea1th of
Pennsylvania and shall in all respects be governed by its laws and shall have
its suits at ,-, /..Il,' "(i1~'c1 County, Pennsylvania,
IN WITNESS WHEREOF, the parties hereto have hereunto set their hands
and seals the day and year first above written, inte.'1di.'1g to be legally bound
hereby, .
~~~?t: L~~{"t~' (SEM.
~}', ""l
-;L c-~_ 7h -6L..II/ ,/-Lf._(SF..Al
Rh M.=t'ermecy, Settlor .~
IT' P.ANK TRLJST CCMPANY
.--/
By: ~-y C ~ ,__
-3- 4V(~"A L-~(;--7 ~~r-
UV.1S11fAtIHII
~~
COMMONWeALTH m peNNSYLVANIA
tNH!IUTANCe TAl{ UTURN
UIIDENT DeC~DeNT
InATI 0'-'
Owen M. Kennedy
SCHEDULE H ~J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES Plwa.. Print or tvP'
__~____________ :J:I NUMIIR _ ~ 19 7 - 0 2 3 0
ITEM
NUMBER
A. Fun.ral Exp.n....
I.
4,
C.
1.
2,
3,
4.
S,
6.
7,
8,
DESCRIPTION
1.
Cremation Society of PA - Cremation expense
Admlnl.tratlve CO'1I1
None claimed or paid
1. Pe..onal Repre.entatlve Comml..lon.
Social Security Number of Pe..onal Repre.entatlve:
Vear Comml..lon. paid
2.
Anarn.y F.e. - James D. Bogar, Esquire as per agreement
3.
Family Exemption
Claimant
None claimed
Relatlon.hlp
Add.... of Claimant at decedent'. d.ath
St..et Addr...
City
Stat. ___ Zip Cod.
Probate Fee. - Cumberland Co. Register of Wills
MI.ullan.ou. Exp.n...,
Boyd Diller - Trash removal
Judy C. Prowell, Tax Collector - 1997 Borough/
County/Library real estate tax
Patriot News Co. - Legal advertising
Dauphin Deposit Bank - Preparation of personal
income tax returns
Cumberland Law Journal - Legal advertising
Mellon Bank - Check printing charge re estate account
Waste Management - Refuse bill
Lower Allen Township - Sewer expense
TOTAL IAI.o enter on line 9, RecafJjtulatlon)
(II more .pac. I. n..d.d, In..rt additional .hools of .am. .,..,)
AMOUNT
953.00
6,875.00
363.00
37.95
394.50
73.23
250.00
60.00
23.00
36.54
48.00
._~-
5 CON'l'INUED
'--
-,
-c
LAST WILL AND TESTAMENT
OF
OWEN M. KENNEDY
I, OWEN M. KENNEDY, of the Borough of ShiremanstoWl1,
Cumberland County!. Pennsylvania I make, publish and declare. this
as and for my Last Will and Testament, hereby revoking all other
Wills and COdicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance pol icies thereon, in equal shares I to
my children, RONALD M, KENNEDY and MARY ANN WISE, provided that
should any of my children predecease me, I give and bequeath such
child's share unto his or her issue per stirpes by representa-
tion.
....
SECOND: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at pUblic or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(8) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguiSh restrictions on real estate.
(e) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws,
-----
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
_ stock ownership plan, or any other type of qualified plan) to the
~ extent the plan or the law permits them to do so, and to exercise
, any other rights which they may have under the plan, in whatever
~
, manner they consider advisable.
~
THIRD: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
FOURTH: I nominate and appoint my children, RONALD M.
KENNEDY and MARY ANN WISE, Co-Executors of this, my Last will and
Testament. I direct that my Co-Executors, and their successors,
shall not be required to post security or a bond for the perform~
ance of their duties in any jurisdi~tion.
.....
'\-
J
--:::
~
'--';'
--..j
2
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUM.ERLAND
O!
Honald M. Ken..n.~clY andMarY!ll1n....y!"i!3~~~____.___._._....._....
b.lng duly .. __ll..\'I(~.r'[1
.- according to law, dopo$a$ and $aY$ that the y...._tu:..e......t.he.....c.Q-JlKUC.U.tOU
of the E$late of .._..9_~~Ji.,.._Ke._nnedv.~__.._._~_.._.._.._
late of the l)ot-ough of Shiremana town_____ _, Cumberland County, Pa., de....ed and thet the
within 10 an inventory mode by them .... ._.'_n. ,..._, the $ald_,S;..Q..-..EKEc)CutQ,Q?..
of the entire e,tate of $Old decedent, c0n5l$lIn9 of all the per$onal p.'ope,ty end reel utah, excopt real edote ouhlde
the Commonwealth of PenneylvMie, and that the fl9Ure$ oppo$11e each lIem of the Inventory repre.ent It's f.lr value
0$ of the dote of decedent'. de.th,
) ~/~ #
-- :wo:n '~---;6.nd lubscrlbed b::re me, 1 j;;~'<(tf~-
ep .em er 19 ___ Ronald M. Kennedy
) 'J} I~ J _429..~k_~C?Q(!..AY~LL-Mech9..IJ.i9..!;lburg. PA 17055
Y'" c, ~"'''"''' ......".., ,J~ 4>2L,(iJf_. _,
I JoanE,Brolharo,Nolarypublle I t1arvy A~lO Wise
I Sh!ramlnllown Bo,o, Cumberland County
I My Oemm!lIlon Explrll Feb, 12, lOOP 124 North 36th S to, Camp Hill, PA 17011
Date of O..th .._,.._..--' _~~~~~~._.March_..___~____ 1997
Day Month V..r
INSTRUCTIONS
I, An Inventory mud b. filed within three month$ after appointment of personel repr..entatlv..
2. A supplement inventory mU$t be filed within thirty daY$ of dl$covery of additional a..ets.
3, Additional $heeh may b. attached 0$ to per$onalty or realty
4, See Article IV, Flduciarie$ Act of 1949.
~
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aUREAU OF INDIVIDUAL TAXES
INHERITANCE t.~ DI~ISIOH
PEPT. ll1060 1
IlARRJSIU~O, PA IllZa.0601
COMMONWlALTH OF PENNSYLVANIA
DEPARTMlNT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE ON DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENY OF TAX
01-05-98
KENNEDY
03-02-97
21 97-0230
CUMBERLAND
101
E~~~~R.~.I'ttod-J
MAKE CHECK rAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiili: i54'7- iie- A j:ji- niF9'fi - Nlifie! - 'oF - i"NHiiii T AN'Ccr Ax-A"pp;iA iSEHEiir; - AL i.-owA'iicE - oi- -- -- - - -- -- - - -, -,
DISALI,OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
OWEN M FILE NO. 21 97-0230 ACN 101
DAT!
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JAMES D BOGAR ESQ
1 W MAl N ST
SHIREMANSTOWN
PA 17011-0505
ESTATE OF KENNEDY
TAX RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST ' SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Eat.t. (Schedule A)
2. stook. and Bondi (Schedule 8)
3. Clold)/' Held Stook/P.r-tnll"'snlp Int.,'.1t (Schadule C)
4. Harte.v../Not.. Receivable (Svhadul. 0)
S. C.ah/Bank Dlpaa1 t./H1Ic. Parlonal Prope,.ty ,( Schedull E)
". Jointly Owr~.d Property (Schedule F)
7. franafars (Schedul. G)
e. Total Alllah
) CHANGE D
11 )
(2)
IS)
14)
1.5)
16)
(7)
119,900,00
,00
.00
,00
417.540,76
.00
,00
IS)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funa,..l Expans../Ad,". COlts/Hhc. Exp.n... (Seh.duh H)
10. Dabts/Hortg.,e li.bi1iti.s/Li~ns (Schedule I)
11. Total Deduction.
12. Nat Valu. of Tax R.tu,.n
13. Cha,.ttabla/GoY'I~nlna"ta1 a.qua.h; Non~slected 9113 Trults (Schedule J)
14. N.t Value of Eli.t. Subj.ct to Ta'l(
If 8n a.....m.nt Will. :t.s.u.d pr.vioU.ly. Unss 14. 1S and/or 110. 17 and 18 will
r.fl.ct figur.. that includ. the total of ~ r.turn. aa.....d to dat..
ASSESSMENT OF TAXI
1.6. AlM)unt of Una 14 at Spoulal ,..t. 1151_
16. A.ount of Lina 14 taxabla at Lina.l/Cl... A ,..t. (6)
17. AMount of Una l~ taxabla at Coll.t.,..l/Cl... 8 r.ta (7)
1&. Pr ino ipa1 Tal< Dua
TAX CREDITS:
PAYHENT
DATE
05-2S-=9-7
10-01-97
NOTE:
RECE.IPT
NUHIER
AA211362
AA242292
DISCOUNT l+)
INTEREST/PEN PAID (-)
1,536,00
,00
(9)
110)
20,703,87
2,324,46
(11)
112)
113)
114)
,00 X .00.
514,412,43 X .06.
,OOX,15.
11ft)
AHOUNT PAID
29,184,00
144.75
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
r.~.~
*'
U~.U;I II UP In.tI,
OWEN
M
DATE
01-05-9B
NOTE I To inlu,.e prop.,.
oredit to your account,
.ub~it the upp.,. portion
of this far~ with you,.
tax pay",ant.
537 ,440,76
':<.O'A :<~
514,412.43
.00
514,41l.:!!!
,00
30,864,75
,00
30,864:75
30'864'~5
,00
,00
, ,00
. If PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST,
I If TOTAL DUE IS LESS THAN H, NO PAVHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY SE DUE
A REFUND, SEE REVERSE SIDE Of THIS FORH FOR INSTRUCTIONS, I
Jr'
;1
I
I'"'"j
RESERVATIONl F.lt.t.. of decedent. dyl", on or blfor. D.~eaber 12, 1982 ~- If any future Int.r..t In the ..ttte ,. tran,fwrrld
In po.....lon or enJov-.nt to Cl... a (oOllet,rlll-beneflol.rl,. of thl dlcedent .ft,r thl 'Mplt.tlon of any ..tat. for
11f. or for v..r., thl C~.lth ~.rebv exprl,'lv r...rYI' the rl'ht to appr.l.. ~ .,..,. trantf.r InherltlnGl Tlx"
It the lawful Cl... . (coU,hr.!) rat. on any IUClh future InUrut.
PURPOSE OF
NOTICE I
P_VHEHT I
REFUND (CR) I
OIJECTIONSI
ADMIN
ISTRATlYE
CORRECYIOHS I
DISCOUNT I
PENAL TV ,
IfllTERESTI
IO fulfill tM rlqulrltMnh uf Station 21"0 of the InharltencI and f.,tlt, TIIM Aot, Act Zl of 1995. (12 P,S.
Section 91'-Ol.
Det.ch th. top portJon of thh NoUe. Ind lubllllt with your ply.."t to thl Rqht.r of Willi printed on thl rIVlr.. ,Id,.
--Heke aMok or .onlV ord.r PIyebl1 tOI REGISTER OF "ILLS, AGENT
A r.fund of. t.wcr.dit, which w.. not raqu..tld on thl TaM Raturn, ~ay b. rlquGltld by COIPlGttnl In "ApPlication
for R.fund of P.nnlyl~anl. Inhlrltance and E.tat. riM" (REY-l!13), Application. are au,lllbl. .t tha OfficI
of the RIglot,r of Will., any of thl ~! Ra~.nu. Oiltrlct Offlcl., ~r by cIlllng thl .plolal 24-hour
1ln.W8r1fl, .arvlcl nuIIbIrs for forlll. ordaring, In Plnnsyluania l"aOO~362-2050, outtldl Pann.ylvanla aM
within looal Harrllbur, .rl, (717) 1a7-8094, TOOl 1117) 772-2252 (Haaring I~.irld Only).
Any p.rtv In Intarllt not ..tllfted with tha apprah.aent, a11(>>1.ncI or dhallowancl of dlductlon., or a.......nt
of bM (Including dhcount or Int.r..t) a. .hown on thil Notic. aUlt object withIn .1r.h (60) daYlII of rlcrdpt of
th1l HoUI;l' bYl
"written protut to thl PA D.pa,-tlllnt of R'V.nul, Board of APPllh, Dlpt, 281021, Harrhburg, PA Hlza-loll. OR
"llecUon to have tno ..ttlr d.teraIn.d at Dudlt of thl aC-'Jount of thl p.r.onal r.pr..tlntltlvl, OR
- - .pp..l to the Orphan.' Cour t.
Fletu,,1 IrrOrl d1l~nulrld on tnil a.........nt should b. addreuld In tlrltlng tOI PA OIPltt.lnt of RIU.nul,
lurleu of IndIvIdual Taxu, ATTNl Post ""'''Int Ravl.w Unit, O.pt. 280601. Harrhburll, PA 17126-0601
Phone (717J 787-6S05. SOl pa.. 5 of tha bookl.t "In.truotion. for Inhlrltanal T'M Plturn for a Fl..idlnt
Decedent" (REV-1501) for an .xplanltlon of ad~lnl.tr.tly.ly corr~tlbl. .rror..
If any tb~ due I. Plld wlthi~ tnr.. (]) cll.ndar Month. aft.r the dIe.dent'. dlatn, a flv. perc.nt (S~) dl.count of
the te~ prtld it ll11owld.
The 15% tax ..na.t~ non"partlclpatIon ponlllty it Go..,ut.d on th. tot.l of the tllM and lntlr..t ......ad, and not
paid blfo,.. January 18, 1996, thl fir.t day afhr tn. .nd of thl tax allnuty period, This non-partlolpatlon
penalty 11 app..1abh In the lau ..,m.r and In thl the .11II ti." J!er lad .. VOU \IIOUld ~peal the hM and lntrtrlllt
that h.. bl.." ........d l!II Indlc:at.d on thh noUn.
hlt.re.t Is charted blllinnlng wJth flr.t day of d.llnql*\cy, or nln. (9) lonthl end onl (1) d.y frOll thl data of
d..th, to the data of pay...nt, Tlllx" which b.c.... delinquent bafor. Jlllnual'Y 1, 1912 b1lr inter..t lilt tha ...t. of
,1M (6~) pare.nt p.r nnnua GlIIlculat.d at ~ dallv rat. of .B00164. All tax.. which b~... delinqulnt on and afta..
Janu.ry 1, 1982 will blar Inter..t at a rlllt. wnlch will I/llry fro. calendllr y'lIl' to cIlendar ya.1' wJtn thlt rlt.
announl;lld by the PA Dlpart..nt of RI~.nuI. The appllcabl. Int.r..t rat.. for 19'2 tnrou;h 1'" a"I'
'!!!! Intatlnt Ra.!! Oalh tnterllt faotor :!.!.!r Int.rnt Rat. Dally Intlnlt Factor
1982 ZO:< .000548 1'187 'X .000241
191] 16:< ,0001,38 \988-1f191 11;( .000501
191" 11% .000301 1992 " ,000247
1915 U% .000356 1993-11)'14 ]X .000192
19116 10:< .0002'74 1995pl998 'X ,0002'1,7
- - Interllt 11 ealculltrd .. followlI
INTEREST = BALANCE OF TAX UNPAID X NUHSER OF DAYS DELINQUENT X DAILY INTEREST FACTeR
-~AnY Notlc. hluaa aftar the t.x b.eo... a.l1rtetU.nt will refl.et an Int.,...t calcul.tlon to flftun (11;) dO'
b.yond thl data (If tn. ........nt, If paWlHlnt II ..d. aft.,. thl Intlr..t caput.tlcn date .hown On thl
HotlCI, additional Interllt lIU.t be caJeuhtad,