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HomeMy WebLinkAbout97-00555 Oath of per.onal Repre.entatlve C_w..~h oIl'ennlylvlnla County of Cumberland Tho Pltnlonor(.labov...nlmod 'W'"~') or affl,m(.1 thllllha .tltomenl> In tho 10lOgolng Pllnlon Irl t,u. Ind corr.ct 10 lho bo.t of tho knowltdg. and boll.1 01 Polnloner(.) and that.. pO'}jal ,.p'l.ontaUve 01 f y'} " tho D.c.d.nt. Pllnlonor<s) will w.lllnd t,uly Idmlnl,l.. tho ..talo according 10 IIW . jJ. ,'.h. (;h<,,--<' ~ 'At.:,!;/)" )'j~'?; "r'll'''' ~ 4. Sworn 10 0' Iff"mod Ind .ub,c'lbod __--- 4-0'" Z'':'- ~ _uu" 16TU, (.-11'..- ~<-t 1-. boloro mo this _~ 'Clay 01 JUL V 1997 C'7fi~,r /I---n/"v rrr:- -- f./IIA 11 'L'- .. (<'t/J o;~~ J . do in't MARC LEWIS No, 21 - 97 - 555 E,c.t.ol WILBUR D. BOYER afk/a W D BOVER O.ceased Social S.cu,ll'/ No: 172.01- 2397 Oato of Oaalh: 12/22/96 AND NOW, AUGUST 11, _.-' 1921-, In conskltrlllon of the P.t~kJn on the rev.rst sid. hereon, satisfactory proof having be.n presented belor. me, IT IS DECREED that Lan." []) T ..tamontary 0 Of Administration (c,t,a,; d.b,n,c,t,a,: pand.ntllne: du,ante abstnlla: du,antt mlno,",t.) aro horeby grant.d to Dauphin Deposit Bonk and Trust . In tho abovI Istatt and thlt tho InstrumonKs) datld 06/13/9U 08/06/91 described In lho Petnlon bl Idmittad 10 p,obale Ind Iliad 01 raco,d a. thl last Will of Decedent, FlES L.ne..."", $ ...2Z.Q...QJL_- Short C.rt"lclt.(S), $ 18.00 - R.nunclallon, , . , $ Affldev". ( $ Extra Pogo. ( )", , $ 21.00 Codicil, , , , , . 10.50 JCPFH, , , $ 5.00 Inventory, , , $ Othor , " $ Morney: ) iUI_ .glsttr ot Will. MARV C LEWI} ,I 'L. ;;) ~{j St1ke I Esquire 10. No: Addro..: 2109 Market Street Camp HilL. PA 17011 TII.pho",: 717 /737.3405 TOTAL, $ 324.50 PftJp'fld by Iht Pennsylyanla B.r As,ocl.lIon COP)lrlghl (c)~m ,oflw'" onlv CPSy.teml, Inc, Form IlW.l ('"'1 '" 15 ~~1 t"1 ,\::._( ;'ff '...in;' ,...... \ [;: ::." <.0 .... ~ I' (I ~._,i ~a: ~ ~a ,.f de - t ,..., 1 = e 1111 ~ ], Ii i S ~ I:l ~ ~, ~ ~ . B 0 ~ l~ ~ A ~ 0 Pi ~ ~ . . ~ ~ !l .~ ~ J *) ~e , " " i ~ , ..., ". Ii! .':'~j. " ,l f', -f ~ i .,. , " ' 1M WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ID rl.~ day of deA... c,'1..ULJ ' 1991. I Cv )J (J lJJ~~r w. D. Boyer (SEAL) Also Known as C)ci:i~^-0 Wilbur D. Boyer signed, published and declared on the date thereof by the above-named W. D. BOYER a/Kia WILBUR D. BOYER as and for the sole codicil to his Last Will dated June 13, 1990 in the presence of us, who at his request, in his presence, and in the presence of each other, have hereunto sub- scribed our names as witnesses hereto. J~t!--_: . (f~I//(' .t' f )/ A .~(I! Address -, I~ ~"- f~ 0' Name ()~(~ C I Name u~~~.() r) ':"k-~-;~~ Atf- Addre -/ ARNOLD &,SLl K lId \IIOltN""" I"", WI" "'''1l.\r\~1 O;'tltlL c!\MI' 1111_1-. 1'-\ \14111 LAST WILL AHD TESTAMENT OF w. D, BOYER also known as WILBUR D. BOYER I, W. D. BOYER also known as WILBUR D. BOYER, of the Borough of . Lemoyne, cumberland county, pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I _ I direct the payment of all my just deb:s and funeral expen- ses out of my estate as soon as may be practical after my death. II _ I bequeath certain items of my automobiles and all other articles or personal or household use, including household goods, furni- ture and personal effects, not including cash and securities, in accor- dance with a written list made by me during my lifetime. In the absence of such a list or designation on said list, I bequeath said items to my wife, Dorothy A. Boyer, if living, and if not, to my daughter, Patsy L. Wheeler, to dispose of as she deems appropriate. III _ I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my wife, Dorothy A. Boyer, providing she survives me by sixty (60) days. I '. .r) (6 "7" ^RNOLD &: SLlKE, ^TiO!l.Nf,n,A,T.lAW, 'l10'i M"UtT snUT, C"Mr HILL. r" 11011 1 " ".,. .,.._., --.__...~_...__:........:.:.;........~l-~-i&..._ ~r-~, ~-~.- ".._;'.,,~, '.Jr"_2_'i!~:-.'.~~~""""''''''f''_,_",'''E_'''''''''''''-' ,'- \ IV _ Should my said wife fail to be living on the sixty-first (61St) day following my death, then I devise and bequeath all of my estate of whatever nature and wherever situate unto Dauphin Deposit Bank and Trust Company, IN TRUST. nevertheless for the following uses and purposes and under the following terms and conditions: 1.. The trust shall be held f or the benef it of my daughter, patsy Wheeler, and my grandchildren, Claude W. Wheeler, Jr., stephanie sturm and Douglas Wheeler. My trustee shall pay one-half of the net income to or for the benefit of my daughter, patsy Wheelor, for the rest of her natural life, and the other one-half of the income shall be divi- ded among my living grandchildren. upon the death of the said Patsy Wheeler, the trust shall terminate and the balance then remaining shall be distributed among my grandchildren or their issue per stirpes. For the purpose of this provision, Jason C. Haas, the child of the wife of Claude w. Wheeler, Jr., shall be considered as a great grandchild of mine just as though he was the issue of Claude W. Wheeler, Jr. 2. In addition to the powers above provided fort and thos given by law/ trustee, without any order of court and in its sole dis- cretion, may: u.-00-f1 ^RNOlD" SLlKE, IITTO'"Ntn,....r.LAw. 2109 MARKET stRUT, C^MP HILL,'^ 11011 ..,.__4_.______.__L.~...~n._.~___.___.:_ A. Retain any property received hereunder and invest and rein- vest in any prudent investment, inclUding but not limited to, common or diversified trust funds maintained by trustee and any form of life insurance, annuity or endowment policiesl settlor's dwelling house or other real estate 1 and in so doing settlor's trustee may act without restriction to so-called legal investments and without responsibility for diversification. B. Keep ~easonable amounts of cash in bank uninvested. C. purchase investments at premiums and charge premiums to income or principal or partlY to each. o. subscribe for stOCKS, bonds or other investments; eKercise any stock option or similar right; join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure of voting trust and deposit securities thereunder 1 and generallY exercise all the rights of security holder of any corporation. E. Register securities in the name of a nominee in such manner that title shall pass by delivery. F. vote in person or by proxy, securities held by it and in such connection to delegate its discretionary powers. G. Repair, alter, im~rove or lease for any period of time any property and give options for leases. H. Sell at public or private sale, for cash or credit, without or with security, and exchange or partition property and give options for sales or exchanges. I. Borrow money from any person, including any eKecutor or trustee, and mortgage or pledge any property. J. compromise claims. K. Add to the principal of any trust created hereunder any property received from any person by deed, will or in any other manner. L. Pay premi,ums of any life insurance, annuity or endowment policies which may have been retained or purchased herein and exercise any right, option or privilege thereunder. M. Advise with settlor's executor in the use of expenses and losses as deductions for federal income tax or estate tax purposes, or party for each, as it shall be deemed advisable, without adjustments between income and principal in consequence of the exercise of such discretion. ~-L [) (6 7'1 ^RNOl.D.. Sl.IKE, I\TTOIl.Nf.Y!i.AT.LAW. 'uO'J r-V.kKtT SlREET, CI\MP HILL. PI\ 11011 Page 3 i . \ \ I \ I --"'----. N. Treat as income all income accrued and unpaid on assets at the time such assets become a part of this trust. O. Make distribution in cash or in kind or partly in each. P. Exercise all power, authority and discretion given by this trust after termination of any trust created herein until the same is fully distributed. Q. Settlor's fiduciary shall be entitled to compensation for services hereunder in accordance with the standard schedule of charges currently in effect at the time the services are called upon, and from time to time during the period over which such services are performed. v _ If my wife and I die simultaneously or under circumstances which are such that the order of our deaths is uncertain, I direct that my wife shall be deemed to survive me, irrespective of any provisions of law establishing a contrary presumption. VI _ I appoint Dauphin Deposit Bank and Trust company as Execu- tor of this, my Last Will and Testament. My personal representatives shall not be required to post bond in this or any jurisdiction. It is my request that lilY executor engage John E. Slike, Esquire, of the law firm of ^rnold , Slike, as attorney to assist them in the administration of my estate. \ IN WITNESS WHEREOF, /3 ~ day of I have hereunto Qu _A (/ set my hand and seal on this t.he , 1990. (~L ,() Q; 0)lf w. D. Boyer I I (SEAL) ARNOLD &: SLlKE. "TTOIlNEVS.ATol.AW, '1101 MARKET STun, CAMP mu..'.... 11011 . . -P""'"",'.' . '. ..1 iil'i ".""''!fr'" ~ 1ft',.,;.,: ~i"'"'l ',',)j' ..,..... ........-.~ ..I> ~,.""-." '. ,',\, ..' ~ ,-. '-',' ,-.-.. " ", ". ,., " .. , ."-' . . COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testator and the witnesses, . respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last will and Testament and that ha signed willingly (or willingly directed another to sign for him), and that he executed it as his free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator signed the will as witnesses and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. [I (' ,r] / l \ ' i I ,/ )( '--J~I..... Testator I ' [L- P 1...., " " ."<..L Witness , i " , ~. . J:,~.,;" .' ~_'lk' " . ~nflfi"s subsoribed, sworn to and acknowledged before me by the testator, and SubSnibed a.nd sworn to before me by both witnesses, this .13 ~ day of "'F/~ 1990.' iin(~ si) 0{ r./~~ ( Notary Public NOTARIAL SSAL THGLM,\ G, McG~.U~L1I~, Nalary PlIbllo Camp HUI, PA ClImberland Counl'f My Comml..lo" ExplrB3 July 3, l\1ll2 ~~ \ IERRY R DUff If RICH,,"'f) w snW"RT C ROY WEIDNrR, I'" EDMUND C MYERS D"VID W DELUCf RALPH H WRIGHT, Ill. D"VID I L"NZ" IOSEPH l Hll'CHINGS M"RK C DUffiE lAW OIIK" JOHNSON, DUFFIE, STEWART & WEIDNER ^ PntfCl...'h,na' Corllurot4nn 101 MARKET STRm,,. 1',0, BOX 109 LI!MOVNI!, I'I!NNSYLVANIA 17043.0109 1Ir)"'''Cl ^ IOHNSON Of COUH~fil TIIUIPHONII 717.761 _4140 I',\CSIMILII '/I7,76t,IOtS August 5. 1997 Ms. Paullna Barklev Offica of the Register of Wills cumberland County Courthouse 1 courthouse Square Carlisle. PA 17013-3387 Re: W.O, Boyer. also known aa Wilbur D. Boyer. deoealed Dear Pauline: Based on the evidence presented at the hearing held on Wadnesday. July 16. 1997. on the Petition of Dauphin Deposit Bank and Trust Company for tha probate of a photocOPY of a writing titled "Last Will and Testament of W. D. Boyer. also known as Wilbur D. Boyer". we are of the opinion that the Petitioner has produced sullicient evidence to overcome the presumption that tha instrument. dated June 13. 1990. which was offered as the Last Will and Testament of the decedent. was revoked bV physical act. Accordinglv. we are of the opinion that the photocoPV of the aforementioned instrument can be admitted to probate. We have enclosed an Order admitting said instrument to probate. As I recall. Dauphin Deposit Bank and Trust Company has already executed tha standard form Petition for Probate and Grant of Letters. on which the necessary oath has bel;ln given. Please do not hesitate to call if vou have any questions. Verv truly yours. JOHNSON. DUFFIE. STEWART &. WEIDNER (")0 ~~ z:- :J1 Ralph H. Wright. Jr. RHW:par:65833 Enclosure , o~\' I') .. /fl/. l' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE fILED IN DUPLICATE WITH REGISTER Of WILLS CO"NTVCOO' oeCEDENT'S NAME (LAST. FIAST, AND MIDDLE INITIAL) DECEDENT'S COMP,.,ETE ADDRESS Bo er, Wilbur D 628 Market Street 90elal SeCURITY N"MB'R DaTE OF DEaTH DATE OF BIRTH Lemoyne, PA 170/.3 172.01.2397 1~/2~/1996 04/03/1913 AEV . 1100 EX . (1-94) C.unly Cumberland {IF APPlICAPlE) SURVIVING SPOUSE'S N"'~E (LA9T,FI~9T AND MIDDLE INITIAL) SOCIAL 9ECURI1'f NUMBER Bo or Doroth ^ 203.10.4028 X 1 Original Rllurn -UZ' Suppllmental Aolurn a ~ r .', limited Estale 0 41. Future Inllrnt Compromise I Ii g (10' dat.. 01 doath aft.. 12-12-82) ~ ~ ~ []) I, Oocedont Died T.stato 0 7, Oec.danl Mallltalned a Living Trust (Attach coJ!.e! Will) (Attach a copy of Tru.t) ALL CORRISPO~CE AND CONFIDENTIAL TAX IIIFORM~TION SHOULD BE DIRECTED TO: TELEPHONE NUMBER 717 255 - 2109 1. Alii Estat. (Schldul. A) 1 2. Stocks and Bonds (Schodull B) (2) 3, Clo,"ly Held Stock/Partnlrshlp Inlerost (Schedule cl (3) 4, Mortgages and NotlS Receivable (Schedule 0) (4) I. Cash, Bank O.po,'ts & Mlscellanoous Personal P,operty (Sch E) (I) .. Jointly Ownld p,op.rty (Schedule FI (I) 7. T,ansfo,s (Schldule G) (Schedule L) (7) .. Total G,oss Asslls (total Lints 1-7) 9. Funeral Expenses, AdminIstrative Costs. MIscellaneous E,penslS (Schldull H) 10, OeblS, Mongage Liabilities. Liens (Schedul. I) 11, Total O.ductlon. (total Llnls 9 & 10) 12, N.t Value 01 Estalt (Une 0 minus UIle 111 13, Cha,rt.ble and Govornmental BequlSt. (Sch.dul. JI 14, Net V.lu, Sub.ct to To< (Line 12 minus Llno 131 11, Spousal T,ansle" (10' date. 01 death after 6"30-941 Se. Instructions for Applicable Percenlagtt on page 2. (Include values from Schedule K or Schedule M.) 1.. Amount of Un. 14 ta)(able at 6% ,ate (Include valu.s from Schedule K or Schedule M.) 17. Amount of Une 14 ta)(able at 15% rate (Include values from Schedule K or Schedule M,) 18, P,lnclpaltlK due (Add to< from Llno 15, 16 and 17.) 11. Credits/Sp Poverty Prior Payments DIscount 0,00._ · - 20, If Uno 1915 grtallr than L1nl 18, entorlhe dlfferenco on Une 20, This 1.1110 OVERPAYMENT, ~ 0 [Chock h.r. If you .......-;qu..llng I rotund 01 your ovtlpoyment.1 21, II Line 10 Is g'lator than L1n. 19, enter tho differenc. on L1n. 21. Thl.l.lht TAX DUE. A. Enter thalnterest on the balance due on LIne 21/4.. B, Ente, Ihltota\ olllno 21 and 21A on Uno 21B, This Is tho BALANCE DUE. Make Ch.ck Pa abl. to: R. I.t.r 01 Willi, A .nl . . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH <I <I Under ptnlmll 01 perlury, I de<:II"lhll I hive ,Illmlned this ,eturn.lncludlng Iccompanylng scheduleS Ind wlllerMnts, Ind to the best 01 my knowledge Ind beUet, Ills true, COfftc:tlnd complele, I decllr, lhltlll fea' estll' hIS been report.d II true mllkel vllue. O.cll'llIon 01 pteplrer other thin the personll rep,.sentlllvell tilled on IlIlnforfl\ltlonof which ptePller h.. Iny knowledge. -' --' Ruth Ann McMillen DaTE ~~~r~;.~~~i;~~~eehi<ii''''''''''.'''.'''''_..'.'' 3/Q()/1.rs Dauphin Deposit Rank and Trust Company DaTE 213 Markot Street Harr isburK ;. i>A' Tii<ii...................... ..... I g b i N - , CO"M8~XIM.h1\\'1f,p.li!'J1iIl'~~aNla HARmsi5~t,~'za'0I01 NAME Ruth Ann McMillen R E C ~ ~ U L , o N ~ g t , o N Copyright (c\ 199. fo,m softwlre only CPSy.l'~" Inc. c:.- jJ~(.~/ (. I'OA DATES OF DEATH AFTF.A 12ftl/'1 CHECK HEAE l_j' IF A SPOUSAL PILE NUMBER ~191.0555 '(EAR NUMBER o I, o I, AMOUNT AECEIYEO(SEE INSTRUCTIONS) 0.00 Remainder A.turn (for dat.. of d..th p,lor \0 12.13-82) Federal Estate Tax A.turn Required Tolal Number 01 Safe Oeposit 90)(15 COMPLETE MAiliNG AOORESS Dauphin Deposit Bank 213 Market Street Harrlsbur PA 17101 and Trust Company one 202 ,991. 35 NOTle None 5,537.97 None -~ (I) 208,529.32 It) 19,652,21 (10) 2,225.0~ (11) (12) (13) (14) 186 ,652 .08 21 ,877.24 186 ,652 .08 (15) 186,652.08 X Q!..' 0.00 (16) 0.00 X ,06 ' 0.00 (17) 0.00 X ,15 ' 0.00 (II) 0.00 Interest 0.00 0.00 (19) (20) (21) (21A)-- (21B) 0.00 0.00 0.00 Porm 1500 (R.v. 7.'''') " ; ~ - "ll'\ C) " co ;.-1 '0_, ~ I',ji Ie ?~ , ~I 1_.; e: .'Ii :'.1 (.5 () j ~ ,.." ~:-~ .1-;,,- i, , (Glst) day following my death, then I devise and bequeath all of my estate of whatever nature and wherever situate unto Dauphin Deposit and Trust Company, IN 'rROST, nevertheless for the following uses and purposes and under the following terms and conditions: IV _ Should my said wife fail to be living on the sixty-first . i Bank i I Patsy Wheeler, and my grandchildrerl, Claude W. Wheeler I Jr., stephanie sturm and Douglas Wheeler. My trustee shall pay one-half of the net income to or for the benefit of my daughter, patsy Wheeler, for the rest of her natural life, and the other one-half of the income shall be divi- 1. The trust shall be held for the benefit of my daughter, ded among my living grandchildren. Upon the death of the said Patsy Wheeler, the trust shall terminate and the balance then remaining shall be distributed among my grandchildren or their issue per stirpes. For the purpose of this provision, Jason C. Haas, the child of the wife of Claude W. Wheeler, Jr., shall be considered as a great grandchild of mine just as though he was the issue of Claude W. Wheeler, Jr. 2. In addition to the powers above provided for, and those given by law, trustee, without any order of court and in its sole dis- cretion, may: ~. Retain any property received hereunder and invest and reJ.n- vest in any prudent investment, including but not limited to, common or diversified trust funds maintained by trustee and any torm ot lite insurance, annuity or endowment policies: settlor's dwelling house or other real estate: and in so doing settlor's trustee may act without restriction to so-called legal investments and without responsibility for diversification. B. Keep reasonable amo~nts of cash in bank uninvested. c. purchase investments at premiums and charge premiums to income or principal or partly to each. D. subscribe for stocKS, bonds or other investments: exercise any stoCK option or similar right; join in any plan of lease, mortgage, merger, conSOlidation, reorganization, foreclosure of voting trust and deposit securities thereunder: and generally exercise all the rights of security holder of any corporation. E. Register securities in the name of a nominee in such manner that title shall pass by delivery. F. vote in person or by proxy, securities held by it and in such connection to delegate its discretionary powers. G. Repair, alter, improve or lease for any period of time any property and give options for leases. H. Sell at public or private sale, for cash or credit, without or with security, and exchange or partition property and give options tor sales or exchanges. I. Borrow money from any person, inCluding any executor or trustee, and mortgage or pledge any property. J. compromise claims. K. Add to the principal of any trust created hereunder any property received from any person by deed, will or in any other manner. L. Pay premiums of any life insurance, annuity or. endowment policies which may have been retained or purchased herein and exercise any right, option or privilege thereunder. M. Advise with settlor's executor in the use of expenses and losses ~s deductions for federal income t~x or estate tax purposes, or p0rty for ench, as it shall be daemed advisable, without adjustments b~tw08n income and rrincip~l in consequence of the exercise of nuch rll ~'rl.r"t: i '"'n. II II ,. I ; I N. Treat as income all income accrued and unpaid on assets at the time such assets become a part of this tru~t. O. Make distribution in cash or in kind or partly in each. P. Exercise all power, authority and discretion given by this trust atter termination ot any trust created herein until the same is fully distributed. Q. Settlor's fiduciary shall be entitled to compensation for services hereunder in accordance with the standard schedule of charges currently in effect at the time the services are called upon, and from time to time during the period over which such services are performed. v - If my wife and I die simultaneously or under circumstances which are such that the order of our deaths is uncertain, I direct that my wife shall be deemed to survive me, irrespective of any provisions of law establishing a contrary presumption. VI - I appoint Dauphin Deposit Bank and Trust Company as Execu- tor of this, my Last will and Testament. My personal representatives shall not be required to post bond in this or any jurisdiction. It is my request that my executor engage ,John E. Slike, Esquire, of the law firm cf Arnold & Slike, as attorney to assist them in the administration of my estate. IN WITNESS WHEREOF, ,t, the /.~ day of I h ve hereunto set my hand and seal on this L~",-,~ I 1990. " .i ," , .. ,I .. ..~:_ I.' ..,-.' (SEAL) W. D. Boyer --~,-"".,,-,"l,'-"'_'" " -c., ,:r._ ~ \, :,-.',' I) .' (",-._, _~"~~-o",,"",''''e'''''''C ' /\--". 1 . , , , I .' i . 1.1$0 .I<no..,n "'$: .r-I ! /, ':/" . , wilbur \' tl',,1J ., \ rI." ',.11'.,,,,-/ 0, Boyer (SEliLI signed, sea led, published and declared by W.o. BOYER, also Known as WILBUR D. BOYER, Testator therein named, on this and four (4) other sheets of paper as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ./ {' t; cd (1;,("< AddresS .- ... Name /(,.... t Name j./" I/~I / AddreSs II ,\ 1" Eatate of: Wilbur D Boyer Sac Sea H: 172-01-2397 Date of Death: 12/22/1996 Continuation of Sohedule B (Stocks and Bonds) 37 40 shares Toys R Us Unit Valus at Date Value of Death 1,595.00 1,187.50 1,278.75 1,708.28 5.20 1,846.88 2,023.13 797.50 1,575.00 1,889.84 1,365.00 30.00 4,463.75 48.00 2 ,000. 00 1,100.63 2,100.00 3,887.50 202.34 20,043.88 2,927.81 1,267.50 10,103.13 145.36 Item Desoription II 19 40 shares Federal Natl Mortgage Assoc 20 100 shares Fingerhut Co. 21 40 shares Ford Motor Company 22 65 shares Georgia Gulf Corp Accrued Dividend 23 100 shares Harris Savings 24 15 shares Intel Corp 25 20 shares Inti Paper Co. 26 50 shares Lehman 8rothers Hldgs Ino. 27 25 shares MGIC Invt Corp. Wis 28 20 shares Paccar Inc. Accrued Dividend 29 40 shares Philip Horris Cas Inc. Accrued Dividend 30 50 shares Philips NY New York Shares 31 20 shares PMI Group Inc. 32 320 shares RJR Nabisco Hldgs Corp Depositary SH.Repstg, 33 100 shares Seagate Technology 34 25 shares TBC Corp 35 1,968.947 shares Templeton Income TR Global Bond Fund 36 30 shares Tsxaco Inc. 38 $10,000 U.S. Trsasury Notss 6.3751. due 03/31/2001 Accrued Interest "IV. IlnlX + 11.17) COM~'m~wm~ANIA I.TAU 0' SCHI!DULI! J BElNI!PICI II!S Wilbur D ITEM NUMBER ITEM NUMBER 172.01,2397 12 22 1996 PILI MUM"" 2197.0555 AMOUNT OR SHARE OF ESTATE Entiro Residue AMOUNT OR SHARE OF ESTATE . 0.00 NAME AND ADDRESS OF Be.NEFICIARY RELATlONSHI~ TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o .nltr on IIno 13, R.c. Itul.llon) (II mort opacll. ntld.d, In..rt addnlonal.hotts of same sl.o,) COP'(flthl (c) '"4 fo,m'loUw.,. onIyOPS't.teml, Inc. A, T...blt B.quests: 1 Dorothy A. Boyer, (Deceased 7/29/97) Estate of Dorothy A. Boysr c/o Dauphin D~posit Bank and Trust Company P.O. 80x 2961 Harrisburg,PA. 17105 - NAME AND ADDRESS OF BENEFICIARY B, Ch.,",bl. eVld GOVlrnmonlol B.qulst" Form 1100 Sch.ellH J (Rey, 2.17) Regls,.r Of Wills of CUMBERLAND . County, pennsylvania INVENTORY No 1997-00555 Esc.t.of Wilbur D Boyer Oat. of O.alh .J1L22./1996 01.0 known as W . D. Boyer ,D.c....d Social SICU'1ty No. 172 . 01. 2 397 - - - Ruth Ann McMi lIen, .-"" p...onal R.proslntatlv.(.) of tho abov, Esllt., d.c.asod, vo,11y lhalth. Itoms app..,lng in th. lollowlng Invonlory Includ. .11 01 tho p'..onlla".t. Whl,.VI' snUlto Ind all ot tho ,..llSlalt In th. commonw.allh 01 Plnnsylvania ot said O.c.dont, that th. valuation plac.d OppOSll1 lach it.m of .ald Invlntory "pro..nts lis lair vII". as olth. d.ll 01 tha o.c.dont's doath, and lhat Ooc.dlnt own.d no ,..1 .stat. outsld. ollho commonw..llh of p.nnsylvania oxcoplthat which app.." In a memorandum atlh. .nd 01 this Inv.ntory, I tw. vo,1ty that th. .talamtnts mad. In this Inv.ntory.rt \rUO and corroct I/Wo und."tand that tal.. .tatoments her.ln a,. mad. subloct to tho ponalll.. 0118 P., C,S, s.ctlon 4904 "Iatlng to unsworn lal.itlcation to autho,itlos Nlmo 01 Attorn.y: ~s, Guido, Shuff and Maslond I,D, No,: Slgnalu,.: Add",,: 213 Market Stree~ -- ]arri~~~, PA 17101 Tolophont: 717/255-2102-- Dalad ' ::S.!.,}c,ht' Add,...: - T.ltphont: 717/737-3405 Valu. OtSc,lptlon ()() C' .. .. " I' .' I':,.; (See continuation page(s) attached) (n :-_'"::l ;:"- Total: 211 ,797,26 (Attach addltlonll .h.ols 1\ na.a..ary) NOTE: The M.morandum of ,..1 "tal' outsld. the commonw.allh 01 Ponn.ylvanla may, It tho Iltctlon 01 tho pe"onll ,.pr...ntatlv., Includllhe valu. 01 ..ch 110m, bul such Ilgu,.. .hould not bo oxtendod Into lhl totol olth' Invontory, form.I\W-7 (I"') p'.plred by "'I' Pennsylvania ear "..ocll\lon copyrlgl'\' (c:) 1996 form ,oftw'" only Cpsysllm" Inc;. Elute of: Datu of Death: County: \/ilbur D Boyer 1.2/22/1996 Cumb"rland 50 shares COllntryw ide Cr Inds Ino. 60 sha'res Craoker 8arrel Old Country Store Aoorued Dividend 1,067.58 shares Dauphin Depos it Corp 25 sh'ares DOli Chemioal Co 5,005.01 shares Eaton Vanoe Prime Rate Resvs shares of Bsnefioial Interest 20 shares Federal Home Loan Mortgage Corp. Aoorued Dividend 40 shares Federal Natl Mortgage Assoe 100 shares Fingerhut Co 40 shares Ford Motor Company 65 shares Georgia Gulf Corp Aoorued Dividend 100 shares Harris Savings 15 shares Intel Corp 20 shares Inti Paper Co. 50 shares Lehman Brothers Hldgs Inc, . 25 shares MaIC Invt Corp. Wis 20 share" Paooar Inc. Accrued Dividend 40 shares Philip Morris Cas Inc. Accrued Dividend 50 shares Philips NY Nell York Shores 20 shares PMI Group Ino. .2. 1,381.50 1,535.63 0.30 33,578.16 1,984.38 50,000.00 2,268.15 7.00 1,595.00 1,187.50 1,278.75 1,708.28 5~20 1,846.88 2,023.13 797.50 1,575.00 1,889.84 1,365.00 30.00 4,463.75 48.00 2,000.00 1,100.63 ...,.' '...,.. .....'1" ... Eatate of: Date of Death: County: 1/ ilbu r D Boyor 12/22/1996 Cumberland 320 shores RJR Nabisco Hldgs Corp Dopoaitary SH Repstg 2,100.00 100 shsres Seagete Technology 3,887.50 25 sherss TBC Corp 202.34 1,968.95 sheres Templeton Income TR Global Bond Fund 20,043.88 30 sheres Texaco Inc. 2,927.81 1,0 shares Toys R Us 1,267.50 165,642.01 BONDS: $10,000 U.S. Treasury Notes 6.375X due 03/31/2001 Acorued Intsrsst 10,103.13 145.36 $10,000 U.S. Treasury Notes 8.5X due 02/15/2000 Aocrued Interest 10,709.38 297.96 $15,000 U.S. Treasury Notes 8.25X due 07/15/98 Accrued Intersst 15,55:;'47 538.04 ..............;;0.... 37,349.34 .... .. .... ~ .,....... ... . ~.. TOTAL RECEIPTS OF PRINCIPAL................ 211,797.26 ........""---- , -3. /';... /,fv ,v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* (> IUREAU Of INDIVIDUAL TAXES U,lERlTANCE tAK Dl"ISION PfPT. ,."11 flAMRI8IIJMO, PA 17l28RI601 NOTICE Of INHERITANCE TAM APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS ANO ASSESSHENT Of TAM IIH'~I"'" 1"-." 06- 08,.98 BOVER 12-22-96 21 97-0555 CUMBERLAND 101 F- A~~-LR~~~_ _J MAKE CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERl.AND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR VGUR RECORDS ~ iiiV': liiti-ix--AFP-C09:i'rnioYici--liji-YNHiRifAiicE-i"A'x-APjiiiA"isiiiiNi'-;-Ai.'i.-liiiAiici-iili--- -------- -- - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILBUR D FILE NO. 21 97-0555 ACN 101 RUTH ANN MCMILLEN DAUPHIN DEPOSIT BANk 213 MARKET ST HARRISBURG DATE ISTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN WI L BUR PA 17101 ESTATE OF BOVER DATE 06-08-98 TAM RETURN WAS. <<X I ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE - - APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel E.t.te (SchedUle AI 2. Stock. end lend. (SchedUle II S. Clo.elY Held Stock/Pertner.hlp Inter..t (Schedule CI 4. Hort_e/Hote. Rooelvobl. (Schodul. 01 6. C.th/lenk Depo.lt./HI.c. P.r.onel Property tSohedul. E) 6. Jointly Owned Pr_rty (Schedul. fl 7. Tren.fer. (Schedule QI e. Tot.1 A...to ( I CHAHOEO NOTE I To in.ure proper credit to your aooOW"t I ._It the upper portion of thl. for. with your tax p.YMOt, .00 202.991.35 .00 .og 5.537.97 ,.!.ll.. .00 (el (ll (2) (~) (41 (61 (6) (71 208.529.32 APPROVED DEDUCTIONS AND EXEMPTIONS, 9.F\IlIIr.l EMptN\.../AdII. Colt./Hilc. eMp.n... (Soh.dul. H) 10. Debt./Hort.... Llobllltle./Llen. (Schedule II 11. Tot.l Deduction. 12, Net V.1ue of T.x Return 15. Cheritoble/Governeentel "que.t.l Non-eleoted 9115 Tru.t. (Schedul. JI 14. Net V.lue of E.tete SUbj.cl to T.x (91 (lOI 19.652.21 2.225.03 (l1l (l21 (151 (l41 'l.A'? ?4 186,652.08 .00 186.652.08 If .n ........nt w.. i..u.d pr.viou.ly, lin.. 14, 15 and/or 16, 17 and 11 will refleot figur.. th.t include the tot.l of ~ r.turn. .......d to d.t.. ASSESSMENT OF TAX, 16. Aeount ~f Line 14 .1 Spou..l r.te (16) 16. Aeount of Lint 14 t.xoble .t Llnee1/Cl.'S A rete (161 17. AeoUnt of Line 14 texoble et Coll.t.r.l/Cl... I rete (171 1e. Prlncip.l Tax Due TAX CREDITS I PAYHENT DATE NOTlI 186.652.08 M .00. .00 M .06. .00 M .15. (leI .00 .00 -:00 .00 RECUP'! NUllIER OISCOUNT It) INTEREST/PEN PAID (-I AHOUNT PAID 'n !f! \I) N r,;: t::-.;:e 'c.; ~ l. ,\ c,.' ~ ) o (ll !;.~ &0: ~ ~d . If PAlO AfTER DATE INDICATED. SEE REVERSE fOR CALCULATION Of ADDITION~L INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REeuIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" (CR I. YDU HAY IE DUE A REFUND. SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS.I D REIIRVAT10NI Est.t.. of deCMldentt dvlntll on or Hforl DtaMber 12, 1912 ~~ if MY futun lnt.r..t 'n the ..tat. 11 trllnlf.,.red In po....alon or IInjov.ent to CI... . (caU.taraU benef1c'art.. of ttM decedent .fter the e)CplraUon of .,y e~t.t. for lif. or for ~..rs; the C~.lth herlby .)Cpr..slv r.,.r".' the right to ~prlh. end ...... trlln.f.r InhlrHMlO. 'I)C" at ttM l...ful Cia.. 1 (cc11at.ral) rlt. on MY suoh future lntlr..t. _Of MOrlCEI To fulfill thl requlr..ant. of Section 2140 of the Inhtrlteno. and E,tat. ,aM Aot, Act 21 of 1995. (72 p,S, sectlon'll1,O). PAYMEMTl Detach the top portlon of thh Notic. tnd .ubIIlt with ~our p.~..nt to thl RIght.r of Nilll printed on the r.".u' .h". --"-1 chtck or IlOMV order p.~8bl. tal REOISTER OF MILLS, AOENT REfUMD ((RH A rlfund of . tlM orttdit, \lfhlch "fl' not rllq\MIltad on the TaK R.turn, ..v M requeltad by c~I,UnI .. "Applloltlon for Refund of Pam,vlvanle Inh.rltanc. Ind [lItlta T.M" (REV-UU). APplIoaUonl .rl aVIU8bI. .t thot Offlc. of the Regist.r of NUll, an~ af thl U R.vano- Dhtrlot Offic.l, or by caUlng the ,p.elll 21t-hour lIf1....dnt ..nlOl nulbarll for for.. or.rlngl In Pannlylvanla 1-100-362-2050, nlltslde pM1n.ylvanla and within 10011 Harrhburl ar.a (111) 7&7.a09't, TOOl (717l 77~-22S2 (Haar1ng IllPalr.d Only). OIJECTJOHSl ~y p.rty In Int.r..t not ,.tltflld with the apprahllMtnt, al1owanc' nr dhaUONanc' of cMduotlon., or .......ent of tlM (Including dllCount or Int.r.stl .. .hown on thl, Notlc. .ult obj.ct within .Ixty (60) daYI of r.c.lpt of thl. Motio. bYl -~wrltt.... prot..t to thl PA Dopart""t of R.".nue, loard of App.als, D.pt, 2al021, Harrisburg, PA 17121-1021, OR ullacUon to haV. th8 ..tt.r det.r.lned lit ItUdlt of the account of the p.nonal repra,ant"Uv., OR ~_~..I to tne orphanl' Court, ~D.nH ISTRAlIVE CORtlECnOMS I Factual .rror' dlscov.r.d on thh al......nt .hould b. IIddr....d In writing tOI PA Dep.rb,,"t of R.v4M'lUe, lur.au of IndividUal T'K8', AllNI po.t A"....-nt R,I/I.w Unit, DePt. Z80601, Harrisburg, PA 171Za~.601 PhonI (717l 187-6505, Se. page Ii of tht bookl.t "Inctructlon. for Inheritanc. T.I( R.turn for II R..ldant Daoedtnt" (REV~150l) f'or M .KplanaUon of adlllnhtr.Uv.1Y corract.abl. .rron, If any taM dUe I' p.ld within thr.. (3) oal~.r ..onth. aft.r thl deoldent" death, a flva parcent (S~l dllCOUnt of the tax paid I. allowed, The 15:< tax .......b non-partlclp.tlon penalty Is c~ut.d on the tot.1 of th8 taM Ilnd Intara.t ......d, Md not p.ld bIIfor' Janu.ry 18, 1996, the flnt dav aftar the end uf thl taK MlMlty period. Thb non-participation p.ntI1ty Is app.alabl. In th8 .... .anntr .nd In the the .... tI.. p.rlod a' you wquld app.al the taM and Int.r.lt that ha' bIIan .......d II' Indloat.d on thl. not lei. Int.ra.t I. chllreed beglnnlnl with fint day of dellnquancy, or nine (9) ~th' IIIld one (1) dlY fl'OII the date of death, to the deta of pay""t, T.xe. tlhhlh b.e... delinquent Mfora January I, 1982 b..r Int.r..t at thl r.t. of .ix (6~) percent per MnUI c.lculated .t a dally rat. of ,000164. All taxlI' which bee.... delinquent on and aft.r January 1, 1912 will be.r lnt.r..t lit . rat. which will vary frOll cal.ndar y.or to cIl.ndar y..r wlth that rata RMQl.IlCH by thl PA Depa..tHnt of R.v.nue, ThI eppllc8bl. Int.r.,t rat.. for 1'98l throuah 1'98 .r'l '!!!t lnt.r.,t Ret. OellY Intaralt factor :!!!r tnter..t Rat. Del\y Int.t..t Feotar 19a2 20% ,OO05~a 1981 '9;( ,000247 1983 16% .OO04JI 1'918-1991 11% ,000301 ".. In: .000301 199' '9% ,000247 19as 15% ,OOQ3S6 199J" 1994 1% ,000192 I'" lOi! .000274 19'5~19lJ& 'Ii: ,100247 ~-Int.r..t I. e.lcul.ted .. follow' I INTEREST u 8AL~NCE OF TAX UNPAID X NUHIER OF DAYS DELINqUENT X DAILY INTEREST FACTOR ~-Any Motle. h.utd aftlllf the taM btoOM' delinquent will r.fl.ct lIf1 int.r..t calcul.tlon to flft.an US) Oy. MYond the d.t. of thl ".......nt. If p.YMnt II .acte aftlllt tI'M Intarllltlt coaputaUon date .hotrn on the MoUe., lMkI1Uon.1 Int.r.'" llU.t bt aalculatllld. DISCOUNT I PENALlY I INTEREST 1 ":.',".~,..;;.i_"""""_:~ ,"",_..~<iP;'o,"';:.~. PRlNC!PlIl. ,- PI\g0 Receipts: Per IriVentQr'yFiled or llal,Q\ci!J of pr,iot ,lIocount, 211/797.~6 3 This I\Ccount 1/427. 43 3~4 Net Gain lor Loasf on Salea Dr Othor DisPosition/PrinclPlI1 Lesa DisbursementS: D.,bts of'Decedent Funeral ExpenS€lfl. IIdministration ~xpenses' FederallStato Taxes E'ees & Commissions ll'amil Y ffixemption 2/<1.25.03 4/37'1.00 9,8'19,08 0,00 14/68'1.90 0.00 24,292,10 5-11 ............-......-""...-...,... 237,516.79 12 12 12-14 IiI 31/ 16~,01 -~..._---~--------------_...-~ Balanoe before Distributions DIstributions to Benefioiaries ;>,06/34'1.18 206/341.7~ 15 ..--------_......~ Principal Balance on Hand ,0'..0'0 16 For Information: Investments Made Changes in Investment Holdings INcot4E Receipts: Per prior Aocount Filed This Account Net Gain (or L6ss) on Sales or other olapos:l:tlon/InOo[l\e Less Disbursements Balance Before Distribution Distributions to Beneficiaries Inoome Balance on Hand For Informatlon: Investments Made Changes in. Investment floldings 17-18 18 0,00 ,U/ 239.56 19-28 0.00 .........--...---.---- 16/239.56 6,291.30 2.9-31 ...-.........--...--.......- 9,948.f6 9,948.26 32 " 33 ......--- --....-....---. 0,00 Combined Balance on Hand 0.00 2 ," i:q~~P=II'I,=""...::i:Olm= . ' , ... '. R~C",1P'rs (W I'RINCI P1\I, ,'iduc.latY I\Cquisltiol) Vallie Descdp\',ion 211",.9.,.~,6 ______,,______ 211,'19,7.7.6 Alsets listed in the Inv~ntc~Y and APpral.sem~nt as rUed Caah! 98.45 1997-11-11 Tr~nBfcrred from Inbom0 l'ompleton InCome 'I'rust Global pond Fund class 1 Fund "406 fat Income R.etnvBs,tl1h:Jnt' 98.93 1997-11-17 'fra\,\sforred from Income Templeton Income 'frust Global Bond Fund ClaSs 1 Fund "406 for Income Reinvestment 99,42 1997-11-11 Tran,ferred from Income Templeton Income Trust Global Bond Fund Class 1 Fund l406 for Income Reinvest.ment 99.92 199'7-11-17 Transferred from Income Templeton Income Trust Global Bond rund Class 1 Fund "406 for Income Reinvestment I 100,43 1997-11-17 Transferred from Incomd Templeton Income Trust Global Bonu Fund Class 1 Fund #406 for Income Reinvestment 100.94 1991-11-17 Transferred fror" Income Templeton Income Trust Global Bond Fund ClasS 1 Fund "406 for Incolne Reinvestment 101.46 1991-11~17 Transferred from Income Templeton Income 1'rust Global Bond Fund Class 1 Fund "406' for Incom0 Reinvestment 101.97 1997-11-17 1'ransferred from Income Templ.eton I noome 'l'ru,gt ql.obal. Bond Fund Class I Fund "406 for 'lncoTn8 l<einveslment. 107,.48 1'99"/-11-1"/ Transf.err:ed tL'om Income 1'<;lmpleton Income 1'rust: Giobal Bbnd Fund ClasS 1 Fund "406 for Income Reinvestment ,3 '" Estate of: Date of Death: County: " 4..,....'.'"T"; ..... " INVElfrORY Wilbur D Boyer 12/22/1996 CUIIlber land CASH: Equitable of 10000a . Proceeds of Polioy fus180479 3,267.94 ESC Securities - Inoome Cash aalance as Date of Death 5,441.00 Life and Health of America Refund on Cancellation of Policy 1124L.45 84.00 12.97 Philips Consumer Communications Refund on Cancellation ...................... 8,805.91 STOCKS/LISTED : ......................... 227.06 76.06 3 shares Aetna Ino. 1 sha'Ce Aetna Inc. Cony Pro Clase C 120 sha'Ces AFLAC Inc. 5,088.75 30 sha'Ces Aluminum Co of America 1,889.06 1,919.06 2,370.47 1,121.09 30 shares Ambeo Inc. 65 shares Applied Material Inc. 25 shares Associates First Capital 1,439.06 3.75 25 shares Avnet Ino. Accrued Dividend 60 ehares Burlington Res Inc. Acorued Dividend 3,155.63 8.25 90 shares Chrysler Corp Acoruod Dividend 2,995.31 36.00 829.25 62 shares Clayton Homes Inc. 378.00 16 shares 360 ccaununicatlons Co. .1- .. " GAUlS AND L,OSSn:s. ON sALES 0[\ O'l'Hh1R DlSPOSI'l'IONSI PRINeI PAL, Net Prooeeds Fid. Aoq. Value Lloes Gatn. 4,374.85 .1,846,88 2,52"1.97 0,00 1997-09-25 100 shares Harrts Savings Net proceeds rid. Mq. Value 1997-10-03 924 shares Dauphin Deposit C9rp, 39,732.00 29,077.13 10,654.87 0,00 1997-10-21 143.58 shares DaUphin Depostt Corp, Net Proceeds Fid. Acq; Value 1997-11-18 3 shares Aetna Ino. . Net Prooeeds Fid. Aoq, Value 6,173.81 '4,50~.03 1,672,78 0.00 287.0 227.06 '60.37 ,00 1997~11"18 1 sh'-\re Aetn3 Ino. Class C Net proceeds Fid. Aoq. Vfllue 1997-11~18 60 shares Aflac Ino. Net Proceeds Fid, Acq. Value 88,49 76.06 12.43 .00 ,2,587,41 2,544,38 43.03 1997~11-18 25 shares APplied Materta1 Ino. Net Prooeeds Fid. Aoq. value 1,728,07 911/72 816.35 ,00 1997-11-18 60 shares BurHhgton Res Ino. Net Proceeds Fid. ACfj. Value 2,819,90 3,155.63 0.00 5 ; '. 1997-11"18 80 shares rederal Home tloan Mort9age Corp" Net Proceeds 2, 6)0. n Fid, (\cq. Value 2,<68,75 361."/2 0,00 1997':'U~18 65 sharee Georgia Gulf Corp, Net Proceeds 1,5'76,i9 Fid. Ac;q. Value l,708.28 0.00 132,09 1997-11~18 20 shares International Paper Co, NH proceeds 855,8'7 ,Fld. Acq. Value 70'/,50 5S,,37 '0.00 1997711-18 320 shareS R,J,R, Nabisco Holdings corp, Depositary Share Net Proceeds 2,079.93 Fid. Acq. Value 2,100,00 0',00 20,07 1997-11-18 50 shares Seagate Technology Net Proceeds 21124.92 Fid. Acq. Value 1,943.75 181,1'1 1997-11-18 '25 shares treG Corp. Net Proceeds ,237.49 , Fid. Acq, Value 202,34 j5,15 0 1997-11-18 2,081.104 shares Templeton ',Ihcome Trust Global Bond FL)nd Class 1 Fund #4d6 Net Proceeds rid. Acq, Value 20,665,36 21,154.42 0,00 489.06 1997-11-18 $10,000 D.S, Treasury Notes 8,25% due 07/15/98 Net Proceeds Fid. Ac;q, Value 10,268.75 10,370.31 0,00 101.56 6 1998';01-l3 $10,000'U.S, Treasury tjotes 8.51 duo 02/15/00 Net: Proceeds 10,628.l3. rid. Aaq. Vallle 10,709.3B 0,00 a 1 ,25 1998-01-U $10,000 U.S, 'freasury Notes 6.3751 due 03/31/01 Net Proceeds 10,309,38 F.l.d. Acq. Value 10,103 ',13 2,06.25 0,00 1?9B-01-13 $10,000 U.S, Treasury Notes 6.1251 due 12/~1/01 Net Proceeds 10,290.63 F'id, Acq, Value .9,863,64 426.99' 0.,00 1998-01-15 75 shares 360 Communications Company Net Proceeds 1,361.20 F'id, Acq, Value 1,475..00 0.00 199B-01-15 25 shares Assoc1ates First: Capital Corp. Class A Net Proceeds 1,659.94 Fid. Acq. Value 1,121.09 53B.85 .00 199B.-01-15 60 shares AUac Inc. Net Proceeds 2,742,65 . Fid. Acq. Value 2,544,37 198,28 1998 '.0 1-15 30 shares Aluminum Co. ot America Net Proceeds 1,948,81 Wid. ,Acq. Value 1,889.06 59;75 1996-01-15 60 shares ' AMBAC ,'inanci111 Group Net proceeds 2,686.41 Fid. Acq. Value 1,919,06 767.35 0..00 7 " ,.. '. 199B-Ot-15 80 shares Applied Matadals tncorpor.ated Net Pr.oceeda 2,149.92 rid. Acq. Value 1,45B,"/5 691.17 0,'00 1998-01,.15 25 sharas Avnot Inc. Net Proceeds 1,519,32 rid. Ac:q, Vaiue 1,439,06 80;26 0.00 1.99B-01-15 60 shares CNc:kor Barrel Old Country Stores Net Pro'ceeds 1,919.93 f'id; Acq. Value 1,535,63 384.30 0.00' 199B-01-15 90 shares Chrys1.er Corp, Net Proceeds 2,825,90 F'id, AC9' Va1.u., 2,995,31 0,:00 169,4i 1998-01-15 62 Shares Clayton Homes lnc; Net Proceeds 1,059.39 F'id. Acq. Value 829,25 230,1.4 0.00 1'998-01-15 50 shares Countrywide Cr. Inds. Net Proceeds 2,1.01..17 Fid. Acq. Value l,387,\,>0 713,67 t998-01-15 50 shares Cox communications Inc. Class A Net Proceeds 1,969,93 F'id. Acq. Value 1,052.09, 91'1.84 0.'00 1998-01-15 50 shares Cabletron Systems Incorporated Net Proceeds 651.22 F'id. Aoq, Value 1,511,55 0'.00 860.33 1998-01-15 25 Share!l Dow Chemical Compa n y Net Pr~ceeds 2,303,67 F'id. Acq, Valua 1,984.38 319.29 0" 00 8 '. '. . , 1998-01-15 40.sharO\s Ford Motor. Co. Net prooaede 1,705.94 Fid. /\Oq. Value 1,278,75 427,19 0,00 1990-01-15 40 eM res Federal Nat,iona .I Mortgage Net p.('oceeds 2,238,42 l"id. Adq, Value, 1,595.00 64'3.42 0.00 1998-01-15 100 shares ,'ingerhut Coso Inc. Net Proceeds 1,939.93 Fid, Acq, Value 1,187,50 752.43 0,00, 1998-01-15 70 shares Green 'free F:lnancial Net proceeds 1,572.32 Fid. ACq. Value 2,483,01 0,00 9100'69 1998-01":15 30 shares Intel Corp. Net Proceeds 2,122,42 FId, Acq, Value 2,023.13 99.29 0,,00 1998-01-15 50 shares Lehman Brothers Holdings Inc, Net Proceeds 2,488,.66' Fid. Acq. Value 1,575.00 ',913.66 0.00 1998-01-15 50 shares MGlC Investment, Corp. Net Proceeds 3,094.,'89 Fid. Acq, Va.l,ue 1,889.84 1,205.05 ,,00 1998-01-15 40 shar:;ef;l Paccar n\c. Net Prooeeds 1,927,43 F';ld. flOC!' Value 1,365.00 5'62.43 9 " 1998 -01-15 25 shares Potash Corp. of Saskatchewan Net Proceeds 1,978,,68 Fid. Aoq. Value 1,896.88 81,80 0.00 1998-01-15 50 shares Philips ~:leatronln8 Net Proceeds 2,841.78 Fid. Acq, Val\w 2,000,00 8U.78 0.00 1998-01-15 120 shares Phil ip Morris Cosl Inc. Net proceeds 5,335.32 Fid. l\cq. Value 4,463.75 871.57 0.00' 1998-01-15 20 shares PMl Group Inc. Net Proceeds 1,287,95 Fid. Acq. Value 1,100.63 187,32 0;'00 199B-01-15 50 shar.es Seagate Tedhnology Net Proceeds 894.97 FHi. Acq. Value 1,943.'75 0.00 1998-01~15 40 shares 1'oys ,R Us Inc. Net Proceeds 1, 1~8,46 Fid, Acq. Value 1,267.50 0.00 1'29 1998-01-15 60 shares Texaco Inc. Net Proceeds 2,9H.40 Fid. Acq. Value 2,927.81 13.59 . 0(00 1998-01-15 30 shares Viacom International Inc. Class B Net Proceeds 1,219,45 Fid. Acq, Value 1, 052.49 166.96 O.~OO 1998-01-16 100 shares News Corp. Ltd. Net Proceeds 1,952.43 f'id. Acq. Value 1,808.20 14h23 0..00' 10 " i997-11-1B Aetna lno, Class C p~yablB 05/15/97 l, ..19 1991-11-18 Aetna lno, ClasS C Payable 08/15/9"1 1.19 2.50, 1997-11-18 Associates FIrst CapItal Payable 03/03/9"1 2.50 1991-11-18 Assooiates First capItal payable 06/02/9"1 2,50 1997-11-18 Associates First capital Payable 09/02/97 6.00 '6.90 1997-11-18 Aflaa Ino, Payable 03/30/97 1997-11.18 Aflao Ino. payable 06/02/91 6.90 1997-11-18 Aflao Inc. payable 09/02/97 fL715 1997-11-18 AIsminsm co. of Amerioa Payable 02/25/97 7,50 1997-11-18 AIl\minum Co. of Aloedca Payable 05/27/91 '1,50 1997-11-18 Aluminum Co. of Amedoa Payable 08/25/97 1997-11-18 AMBAC Ino. Payable 03/05'/97 1997-11-18 AMBAC Inc, payable 06/0'4/97, 1997-11-18 AMBAC Ino, payable 09/03/97 4,95 4.95 5,40 3:15 1997-11-18 Avnet Inc. Payable 04/01/97 199') -ll-l 8 Avnet Inc. payable O'J 101/97 r99"1-1l-18 Burlington Resources Payable 04/01/97 3.71t\ 8.25 1997-11-18 Crabker Barrel old Country Stores Payab1,e 03/31/97 o 1997-11-18 Cracker Barrel Old country Stores payable 0612.7/97 0.30 0,30 1997-11-18 Cracker Barrul Old country Stores Payable 09/26/91 36,00 1997-11-18 Chrysler Corp. payable 04/15/97 36,00 1997-11-18 Chrysler corp,Payablo 07/15/97 20 .. '. 199"'-11-18 ClaytM lIonleslnc. Payable 01/22/97 1. 24 1997-11-10 Clayton lIomB~ Inc. Payable 04/09/97 1,24 1997-11-10 Clayton 110mB" Inc. Payable 07/16/97 l. 24 1997-11-18 COlin t r yw.l de Cr, Inda. Payabh 04/30/97 199'1-11-18 CountrywIde Cr. Inds. P'IYilblo 07/31/9"/ 4.00 4.00 1997-11-10 Couritrywide Cr, Ind.. PaYable 01/31/97 LOa 1997-11-10 Oow ChemIca 1 Co. Payilble 01/30/97 1997-11-18 Dow ChemJ.ca 1 Co. Payabl~' 04/30/97 199'1-11-18 Dow ChemJ.cal Co. Pilyable 07/30/97 1997-11-10' F'ord Motor Co. Pay"ble 03/03/9'1 18.75 18.75 21.75 15.40 1997 -11-18 Ford Motor.' Co,' P\,yable 06/02/9'1 1997-11-18 ,'ord Motor Co, Payable 09/02/97 199'1~11-18 Fannie Mae Payablo 02125/9'1 1997-11-18 F'annie M"e PaYilblB 05/2'1/97 1997-11-18 Fanni.e Mae P,\yable 08/25/97 1997-11-18 Fingerhut COB, Inc, Payable 02/20/97 16.80 16.80 , 8,40 . 0,40 8,40 4.00 1997-11-18 ,'ingerhut Co", Ine, PaYilble 05/15/97 4.00 1997-11-18 Fingerhut COB, Inc. Payable 08/14/97 4.00 1997-11-18 Federal lIome I,Dan MDrtgage Corp. Payable 03/31/97 . 1997-11-10 Federal f10me l,oan Mortga\le corp. Payable 06/30/97 8.00 8,00 21 " " " " 1997-11-18 Geol:gia Gulf Corp. P"yab.!e 04/04/97 5;20 1997-11-18 Green Tree Finahcial payablo 03/31/97 2.63 1997-11-18 Green Treo Finane!a.! Payab10 06/30/97 5.25 1991-11-18 Green Tree Financial V~yab1e 09(30/97 6.13 1997-11-1B Intel corp. Payable 03/03/91 1991-11-18 Intel Cor.p. Payable 06/02/91 1997-11-18 Intel Corp. Payable 09/02/97 1997-11-18 Lahman Brothors Payable 02/28/97 0,75 0.75 0.90 3.00 1997-11-18 Lehman Brothers Payabl", 05130/97 1997-11-18 Lehman Brothers Payable 08/29/97 1997-11-18 MGIC Investment Co.t'p, Payable 03/03/97 1997-11-18 . MGIC Inv~lstment Corp. Payable 06/02/97 1997-1).-18 MGIC Investment Corp. Payable 09/02/97 3.00 3.00 1. 00 1. 25 1.2'3 1997-11-18 News Corp. Ltd. Payable U5/01/97 11.58 . 1997-11-18 Paccar Inc. Payable 03/05/97 1997-11-18 Paccar Inc, Payable 06/09/97 1997-11-18' Paeear Inc. Payable 09/05/97 5.00 6.00 1997cll-lfJ Potash Corp, of qaskatchew<,n Payable 05/15/91 6.(10 6, ~5 1997-11-18 Potash Corp, of SaBkatohe~an Payable OA/15/97 6,50 1997-11-1~ Philips Elsotronics Payabl. 04/11/~17 '12.41 1997-11-18 Philip Morris COB. Inc, Payable 04/10/97 48.00 22 ""-~ ,;,_,.......-_""'..:...-tfA-" ~- ~ ~.... " 1997-11-19 Philip Morr.is COSt :tnc. 48,00 Payable 07/10/97 1997-11-18 PMI Group Inc. payabJ.e, 00 01/15/97 "'j 1997-11-18 PMl Group Inc. ,payable 1 '00 04/15/97 1997-11-18 PMI Group Inc. Pa'yab1o 1,00 07/15/97 1997-11-18 Texaco Inc; Payable 03/10/97 2$,50 1997-11-18 Texaco Inc. Payable 06/10/97 25',50 1997-11-18 Texaco Inc. PaYable 09/10/97 27 '00 1997-12-17 Associate~ ~irst Capital 2.frO payable 12/01/97 1997-12-17 Aflao Inc. payable 12/01/97 6.90, 1997-12-17 Aluminum Co. of America 1.50 Payable 11/25/97 1991-12-17 AMBAC Inc. Payable 12/03/97 5,40 1997-12-17 Avnet Inc. Payable 10/01/97 3.75 1997-12~17 Chrysler Corp. payable 36.'00 10/15/97 " 1997-12-17 Clayton Homes Inc, Payable 1. 24 10/13/97 1997"12-17 <;"ountrywide Cr. Inds. Payable 4..00 10/31/97 1997-12-17 Dow Chemical Cc. Payable 21.7$ 10/30/97 , , 1991-12-17 li'ord Motor Co; Payable 16.80 12/01/91 1997-12-17 li'annie Mae Payable 11/25/9'/ a ,40 1997-12-17 Fingerhut COSt Ino. Payable 4.00 lO/D/97 1991-12-1'7 Intel Corp. Payable 12/01/97 0,90 1997"12-17 l,ehman Brothers Payable 3.00 11/28/97 23 '. 1997-12-17 MGIC Investment Corp, payable 12/01/97 ~997-12-i7 News Corp. Ltd. payab1~ 10/14/97 1997-12-17 'Paocar Inc. Payable 12/05/97 1997-12-17 Potash Corp. of Saskatchewan Payable 11/14/97 1997-12.-17 Philip Morris Cos. Inc. Payable 10/10/97 1997-12-17 PMI Group Inc. Payable 10/15/97 1997-12-17 Texaco Inc. payable 12/10/97 1997-12-31 Green Tree Financial Payable 12/31/97 1998-01-02 Craoker Barrel Old Country Stores 1998-01-05 paocar Inc. 1998-01-08 Eaton Vance Prime Rate Services #32 1998-01-12 Philip Morris Coso Inc.. 1998-01-15 Chrysler Corp. 1998-01-15 PMI Group Inc. 1998-01-20 Clayton Homes Inc. 1998-01-30 Dow Chemical Company 1998-03-05 Eaton Vance Prime Rate 1998-04-03 Eaton Vance prime Rate Reserves #32 1998-05-05 Eaton Vance Prime Rate Reserves #32 1998-06-03 Eaton Vance Prime Hate Reserves 132 1998-07-08 ~aton Vance Primo Hal:f1 Reserves 132 1998-10~05 maton VllnC(;! Pdlllf1 Hilta Reserves 132 " 1. 25 10.82. 6.00 6,4-/, 48,00 1. 00 2'/. DO 6.13 0.30 6Q.OO 294.14 48.00 36,00 ,00 1,24 21,75 255,15 ~'q6.52 ,W/.69 287.34 2IH\, :10 f.n~ I 2~1 24 1998-11-05 Eaton Vance pdme Rate Reserves H32 1998-12-03 Eato(, Vance prime Rate Reserves H32 1999-01-12 Eaton Vance Prime Rate' Reserves #32 1999-02c04 Eaton Vance Prime Rate Reserves #32 1999-03-04 Eaton Vance Prime Rate Reserves # 32 1999-04-05 E'iaton Vance Prime Rate Reserves #32 Interest; 1997-10-03 Federated PA Municipal Cash Trust Fund #08 1997-11-04 Federated PA Municipal Cash Trust Fund #08 1997 -11-18 FSC Securities - Interest on credit Balance 1997-11-18 FSC Securities - Interest 6n Credit Balance 1997-11c18 fSC Securities - Interest on , Credit Balance 1997-11-18 FSC Securities - Interest on Credit Balance 1997-11-18 FSC Securities - Interest oli Credit Balance 1997-11-18 FSC Securities - Interest .on Credit Balance 1997-11-18 FSC Securities - Intetestan Credit Balance 1997-11-18 FSC Securities - Intet'est an Credit Balance 1997"11-18 FSC Securities - Intere,st on Credit Balance 1997-11-.-18 $15,000 U,S. Treasury Notes 8,5% due 07/15/98 Payable 01/15197 " " 285.29 . 270.27 27'1,23 274, 24 j . 02 267.67 _____________ ,737 1. 87 104.57 24.84 46.62 37.04 64.50 59.16, 48.05 34.10 36.21 47,50 618.75 25 1999-01-12 1999-04-27 " PI\ D..partment of l\evenUe ~ 1991 Fiduciaty Income Tax \07,00 Dauphin Deposit Bank and Trust Co. _ cOl1\mission from 01/01/98 to 04/27/99 584.10 ---..."'...........--...- ~'ota1 Disbursements of Income " 3\ 6,291.30 -..............-..-.....-... 6,291,30 .........R$lI==$>1=l...""="" , , " " '. '. DI!JTRIBU'rIONS OF' I NCoMI,: 1'() B!cN8F1r;IIIRII!:S 1999-01-08 Dorothy 11, Boyer Est.to - InOrJl"U Distribution B,OOO.OO '1999-04-15 Dorot.hY 11. Boyer ffistate - Inoome Distribution Total lliatrlbutionB of Inc61ne l,94B.26, 9,948,26 ......--.................-..... ...---..-................... 9,948,26 lrt==""='t:l=l:f4r::i.=I'lI$ -I 32 2 Cl ~ ...,,'" 0_, ~ w 1 !~,g '-' ~ i ...' l>l " ,'0 c:) , ~tj u.\ r'J )q. t/I ;j,'. , \Jl , , , " ~ HU ~ il!~~ HR'" isa.EE otI NIli!!~ ~m ~~ ~ 1~n . 'lI.~"" rI:J ;;:0;...... ~ .~r::- e ,jEE ~ ~~i!!l '" . , ~' J .; SAIDIS, GUIDO, SHUFF" MASLAND 2109 Mllbl 5"... Camp Hili, PA 6. Following execution of the Will by Decedent, the Will was photocopied, a copy was placed in Attorney Sl.ike's files, and the original Will and photocopy were retained by Decedent. 7. On August 6, 1991, Decedent executed a Codicil to the June 13, 1990 Will which directed that the Trust created in the June 13, 1990 will retain certain real estate for the benefit of the beneficiaries of the Trust, to be distributed in accordance with the terms of the Trust at the expiration thereof. The original of the Codicil is in the possession of the petitioner's counsel. A copy of the Codicil is attached hereto and marked as Exhibit "B". 8. In all other respects, the August 6, 1991 Codicil ratified, confirmed and republished the June 13, 1990 Will, and a copy of the Will was attached thereto. 9. The original Will, which was retained by Decedent, cannot be located following an exhaustive search of Decedent's personal effects. 10. Petitioner believes that the Will dated June 13, 1990 had not been revoked and remained in effect at the time of Wilbur D. Boyer's death. WHEREFORE, Petitioner respectfully requests the following relief: 1. That the Register of Wills issue a Citation to the beneficiaries above named to show cause why the Peti- tioner should not be granted permission to probate a copy of Decedent's Will; 2 - ~ . , LAST WILL AND TESTAMENT OF W. D. BOYER also known as WILBUR D. BOYER I, W. D. BOYER also known as WILBUR D. BOYER, of the Borough of Lemoyne, cumberland county, pennsylvania, declare this to be Iny Last will and Testament, hereby revoking any will previously made by me. I _ I direct the payment of all my just debts and funeral expen- ses out of my estate as soon as may be practical after my death. II _ I bequeath certain items of my automobiles and all other articles or personal or household use, includi.ng household goodS, furni- ture and personal effects, not including cash and securities, in accor- dance with a written list made by me during my lifetime. In the absence of such a list or designation on said list, 1 bequeath said items to my wife, DorothY A. Boyer, if living, and if not, to my daughter, Patsy L. Wheeler, to dispose of as she deems appropriate. III _ I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my wife, Dorothy A. Boyer, providing she survives me by sixty (60) days. I '. .r) (0 '''If /.. ' S- / 'i. (.){/i'(.'C: If ARNOLD &.: SLtKF., "TTOIl.Nt'1'S."T.LA\'w, 1109 MAutT STun. CAMP HIl.L. PA 17011 ,. ~__. ~ --0 - ..,.~"1' ~-il'1h. -- _..- ",,_;.." ~f'_'~' .~~..-,_.._'~~.,....--_~......-~..;...", .~..,-.." ...;"1..,~,_.~."..,~"__'_"_'" IV _ Should my said wife fail to be living on the sixty-first (6~st) day following my death, then I devise and bequeath all of my estate of whatever nature and wherever situate unto Dauphin Deposit and Trust Company, IN TRUST, nevertheless for the following uses and purposes and under the followi,ng terms and condi t.ions: 1. The trust shall be held for the benefit of my daughter, Patsy Wheeler, and my grandchildren, Claude W. Wheeler, Jr., stephanie sturm and Douglas Wheeler. My trustee shall pay one-half of the net income to or for the benefit of my daughter, Patsy Wheeler, for the rest of her natural life, and the other one-half of the income shall be divi- ded among my living grandchildren. Upon the death of the said patsy Wheeler, the trust shall terminate and the balance then remaining shall be distributed among my grandchildren or their issue per stirpes. For the purpose of this provision, Jason C. Haas, the child of the wife of Claude W. Wheeler, Jr., shall be considered as a great grandchild of mine just as though he was the issue of Claude W. Wheeler, Jr. 2. In addition to the powers above provided for, and thos given by law, trustee, without any order of court and in its sole dis- cretion, may: G- () a ~)rr ARNOLD Ie SL!KE, ....nORNI:Y$.AT.t.....W, 2109 MI\RKtT $TRUT, c...hiP Hll.L, M 17011 ..,..-.,...........,,- ,,,,,,,",..- -r- A. Retain any property received hereunder and invest and rein- vest in any prudent investment, including but not limited to, common or diversified trust funds maintained by trustee and any form of life insurance, annuity or endowment policies; settlor's dwelling house or other r~al estate; and in so doing settlor's trustee may act without restriction to so-called legal investments and without responsibility for diversification. B. Keep reasonable amounts of cash in bank uninvested. c. Purchase investments at premiums and charge premiums to income or principal or partly to each. D. Subscribe tor. stocKs, bonds or other investments; exercise any stock option or similar right; join in any plan of leasA, mortgage, merger, consolidation, reorganization, foreclosure of voting trust and deposit securities thereunder; and generally exercise all the rights of security holder of any corporation. E. Register securities in the name of a nominee in such m~nner that title shall pass by delivery. F. Vote in person or by proxy, securities held by it and in such connection to delegate its discretionary powers. G. Repair, alter, improve or lease for any period of time any property and give options for 1e~ses. H. Sell at public or private sale, for cash or credit, without or with security, and exchange or partition property and give options for sales or exchanges. I. Borrow money from any person, including any executor or trustee, and mortgage or pledge any property. J. compromise claims. K. Add to the principal of any trust created hereunder any property received from any person by deed, will or in any other manner. L. Pay premiums of any life insurance, annuity or endowment policies which may have been retained or purchased herein and exeroise any right, option or privilege thereunder. M. Advise with settlor's exeoutor in the use of expenses and losses as deductions for federal income tax or estate tax purposes, or party for each, as it shall be deemed advisable, without adjustments between income and principal in consequence of the exercise of such discretion. Lc /J r2-r7 Page 3 ARNOLD &: SLlK'E, ~TTORNtVS.A,T.~W, ~IO,) M^,uaT STun, CAMP HiLl,'1I 11011 --- ....---.....-..---- N. Treat as income all income accrued and unpaid on assets at the time suoh assets become a part of this trust. O. Make distribution in cash or in kind or partly in each. P. Exercise all power, authority and discretion given by this trust after termination of any trust created herein until the same is fully distributed. Q. Settlorrs fiduciary shall be entitled to compensation for services hereunder in accordance with the standard schedule of oherg.. currently in ettect at the time the services are called upon, and trom time to time during the period over which such services are pertormed. v - If my wife and I die simultaneously or under oircumstances which are such that the order of our deaths is uncertain, I direct that my wife shall be deemed to survive me, irrespective of any provisions of law establiShing a contrary presumption. VI - I appoint Dauphin Deposit Bank and Trust Company as Execu- tor of this, my Last Will and Testament. My personal representatives shall not be required to post bond in this or any jurisdiction. It is my request that my executor engage John E. Slike, Esquire, of the law tirm of Arnold , Slike, as attorney to assist them in the administration of my estate. IN WITNESS WHEREOF, the /3 ~ day of I have hereunto Q.v . if set my hand and seal on this , 1990. Lc ,() C() jJZ/ W. D. Boyer I (SEAL) ARNOLD &c SLtKE, ArYO",NEYS'.H'I.AW, 2109 MAAKET SUUT. C"'MP HILI" P'" 1101 I l\' ," AlsO Known As I r--> r7 {v....i~-- ?X \~77r~ ~ k,' V.6'7H Wi r D. Boyer (SEAL) signed, sealed, published and declared by W.O. BOYER, also known as WILBUR D. BOYER, Testator therein named, on this and four (4) other sheets of paper as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~1-<_ P J W~ U" Name' _ () (h.. J) litJ.lJk, . f Address/ .. !L'If' II fJ t? ~ ' Address - /1/,~i f. ~ (1" ~ Name " Page 5 r';: "l~-~\, 1 ,.?I . ? 'I ',Sb ;'" IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA 1 ESTATE OF W.O. BOYER a/Kia WILBUR D. BOYER 2 DECEASED 0.... -. .,' ORPHANS I COUR'I' DIVISION 3 4 ()(_,~-I c_ " ''-1 TRANSCRIPT OF PROCEEDING 5 6 7 8 9 10 11 Before: 12 Date,; '0 13 place; .... (,i CJ I 1:" u Pi (,.n 0" Pauline Barkley July 16/ 1997/ 11:00 a.m. Register of Wills cumberland County courthouse Carlisle, pennsylvania 14 15 16 OR\ G\ NAl 17 18 19 APPEARANCES; SAIDIS, GUIDO, SHUFF & MASLAND BY; JOHN E. SLIKE, ESQUIRE FOR - DAUPHIN DEPOSIT 20 21 22 23 24 fi .J 25 JOHNSON, DUFFIE, STEWART & WEIDNER BY: RALPH H. WRIGHT, JR., ESQUIRE FOR - REGISTER OF WH,LS C.p.C.R.S. @ pacourt@kns.net (717) 258-3657 or (800) 863-3657 2 . 1 INDEX TO WITNESSES 2 FOR BANK DIRECT CROSS REDIRECT RECROSS 3 Paul Velencia 4 4 Patsy Wheeler 9 5 John slike 13 14 -. 6 7 8 9 10 11 12 .._, 13 ) ,<?I-"'" 14 tNDEX TO EXHIBITS 15 NO. DESCRIPTION PAGE 16 1 Certified letter to Patsy Wheeler 3 17 2 Certified letter to Dorothy Boyer 3 18 3 Copy of Codicil and Last Will and Testament 3 19 4 Death Certificate of Wilbur D. Boyer 3 20 21 22 23 24 j 25 .~ c.P,C.R.S. @ pacourt@kns.net (717) 258-3657 or (800) 863-3657 .1 1 6 Q. . And you say there were two safes that he had in 2 his bedroom? 3 4 A. Right. Q. And do you know whether he had any other 5 papers/ important kind of papers/ that he kept in those 6 safes? 7 I made visits to his home. He actually A. 8 requested that I come over and look through a lot of 9 papers. And there were assorted -- old insurance policies 10 and statements concerning financial records, stock 11 certificates, wills; any number of collectible data. 12 .-) 13 '- ,,-,~~ 14 15 16 17 18 19 20 21 22 >,.) Q. In the course of these discussions, did he ever indicate to you that he intended to destroy his original will ? 1\.. No. Q. Was there also a codicil to that will that you observed A. Yes. Q. when you met with him? Then after Mr. Boyer died, did you locate the stock certificates in the safe that you'd seen previously? A. The first time I went back after his death, I 23 went to the safe to try to locate the wills. I found the 24 great majority of the documents that were in that safe 25 that we looked at and talked about were missing. A lot of -- C.P.C.R.S. @ pacourt@kna.net (717) 258-3657 or (800) 863-365'7 7 q) 1 documents were missing. They weren't there. 2 Q. And these were documents that would not have 3 been destroyed suc;oh as old insurance policies? 4 A. That's correct. Stock certificates. 5 Q. A person would keep rather than destroy? 6 A. Right. 7 Q. Do you know Mr. Boyer'tI widow, and mother - - if 8 you can describe, generally, her condition as far as 9 remembering where things are located? 10 A. I know Dorothy, but not nearly so well as 11 Pete. My relationship through the years was with Mr. 12 Boyer. But when I was coming over to see Mr. Boyer during .r) " 13 his illness, most of my discussions were with him. And my understanding was that it was important that he get some matters straightened out because Dorothy had a great deal of problems dealing with financial matters; and, indeed, even remembering things like bills that had to be paid and where things were to be found. And that wad one of the reasons we were very careful after reviewing all of these documents to put them back in the same safe that we found them and make notations as to what we found. she had great difficulty locating things and handling financial affairs. Q. Now, at a later date, were any of the stock certificates that were missing in your original visit C.P.C.R.S. @ pacourt@kns.net (717) 258.3657 or (800) 863-3657 a . 1. discovered? Yeah. At a later date / I was over talking with 2 A. 3 Mrs. 130yer and some of the issues came up as to Dauphin 4 Deposit stock. After Dauphin Deposit got bought out, 11 5 tender issue was issued to stockholders. And I was 6 explaining to her that she could get a higher value for 7 the stock as a result of the buy-out. Again, went to the 8 safe in the bedroom and there was a Manila folder with 9 stock certificates that was there in the safe that wasn't 10 there a month or two earlier. 11 Q. When you say later / can you glve me the 12 approximate date when you went back there and discovered 13 the missing stock certificates? o MS. WHEELER; About a month. THE WITNESS: I want to say four or five weeks 14 15 16 ago. 17 BY MR. SLIKE: 18 Q. Sometime in June of this year? probably. A. MR. SLIKE; I have no further questions for Mr. 19 20 21 Velencia. DO you or Mr. Wright? 22 MR. WRIGHT: No. (WitneSs excused.) 23 MR. SLIKE: Next I'd like to call Patsy 25 Wheeler, and ask that you give your name/ address and 24 ,) - C.p.C.R.S. @ pacourt@kns.net (717) 258-3657 or (800) 863-3657 9 r") 1 relatiunship to W.D. Boyer. 2 3 PATSY WHEBLER, called as a witness/ being duly 4 sworn, was examined and testified as follows: 5 THE WITNESS: My name is Patsy Wheeler. 1 live 6 at 233 Green Lane Drive in Camp Hill. And w.n. Boyer was 7 my father. 8 DIRECT BXAMINATION 9 BY MR. SLIKE: 10 Q. In addition to yourself, who survived your 11 father as next of kin? 12 A. Dorothy Boyer. . .') 0__"",;'" 13 Q. And that would be his spouse? A. Yes. 14 And to your knowledge, he had no other 15 Q. 16 children? 17 A. No. After your father's death in December of 1996, 18 Q. 19 were you present at his house in order to look for 20 important documents such as a will and that matter? 21 A. Yes. The will was there after he died because 22 we had it out to look to see if there was any request for 23 his funeral when the undertaker was there. And the will 24 was there, the original will. . ) -~ 25 Q. So you say the undertaker was present at that C.p.C.R.S. @ pacourt@kns.net (717) 258-3657 or (800) 863-3657 10 n I, . 1 time? 2 A. I don't know if he saw the. will, but my two 3 sons were there. And we wanted to look at it before we 4 made arrangements to see if he wanted any special things 5 at his funeral. 6 Q. Okay. Now, this was a will -- a Last Will and 7 Testament and a codicil? 8 A. Right. 9 Q. Was there an original codicil at. that time or 10 just the original will that you saw? 11 A. Both of them were there. 12 Q. Both of them were there? 13 A. Yes. 14 Q. The codicil , what happened to that? Was that 15 turned over to Dauphin Deposit Bank? 16 A. I don't know if that was done. 17 Q. But it was an original, typed document? 18 A. Right. 19 Q. Was it in an envelope? 20 A: Yes/ it was in the envelope. 21 Q. Now, Nr. Velencia has test i fled that your 22 mother -- and actually, I guess, Nrs. Boyer is your 23 stepmother rather than your natural mother? 24 A. Yes. I --./ 25 Q. And she has problems in locating things? C.P.C.R.S. @ pacourt@kns.net (717) 258-3657 or (800) 863-3657 ~ 12 I) 1 Q, :,: A. 3 4 Wheeler. 5 6 7 8 And that ~as, you say/ up in the safe? Right in his bedroom, the safe, MR. SLIKg: I have no further questions of Mrs. Do you have any questions? MR. WRIGHT: No. MS. BARKLEY: None. (Witne.. excu.ed.) MR. SLIKE: I'd like to ask the record to o 9 reflect the fact that the original will of W,D. Boyer 10 not the original, The Last Will and Testament / dated June 11 13th 1990, does leave his estate to his widow, Dorothy A. 12 Boyer. And then with a remainder in trust for his 13 daughter. So that the will, itself / does not make any 14 unusual disposition of the assets. 15 We have no further witnesses unless you want 16 testimony from the bank's officer, who's outside, or my 17 secretary. 18 MR. WRIGHT: John, was your secretary one of 19 the subscribing witnesses? 20 MR. SLIKEl No, I'm one of the subscribing 21 witnesses. But the secretary outside is no longer with 22 our office. 23 MR. WRIGHT: Okay. MR. SLIKg: Kim E. Kelly. 24 1'1' c" V 25 If you'd like me to testify. C.P.C,R.S. @ pacourt@kns.net (717) 258-3657 or (800) 863-3657 o '~ ,:) 13 14 15 1. I hereby certify that the proceedings and 16 The foregoing certification does not apply to 16 any reproduction of the same by any means unless ~nder the direct control and/or supervision of the certifying 17 reporter. 18 19 20 21 22 23 24 25 2 evidence are contained fully and accurately in the notes 3 taken by me on the within proceedings, and that this copy 4 is a correct transcript of the same. 5 6 7 '<~"-'-) .e,-'-r_.--'~~-+-- ..' ....~ .. . C:~:'__,J::l1l Vf-." oth .. Co~'Reporter-Notary Public 8 9 10 11 12 C,P;C.R.S. @ pacourt@kns.net (717) 258-3657 or (800) 863-3657 I^W (H'I'l(:!'.... \ EXHI811' 3!uJa...... ~1":2... SAU)IS, GUIDO, SnUJ1'I' & MASLANJ> ^ ,'f<.OI'l'\\lot.MI. COfl.I'OflA110tJ ~~J~Ua!'! .l.~rU~.l .'(\ WP.H HlC.H !lTfU.P.l CAJU.I~\.e, ,IA 11011 (11n ,J4J'uO!;!;l f^X (711) 1l4J'(]4f\(, ""' .JOHN f.. nne.f, "'OlUlRT c. ~^\()I~ !D,*,A1'-D ... oUIDO C.!OP'l'.IlY !. !Hurr AU!1'-T H. M,'.!LAND JOHNNA J. DIlIL'" flICHA1'-O r. MI!II.IUKY ~C01T I). MOO'.r: DAVID J. "'lEf.D ;'10\1 MAflKt.T !tTtU:H 1'.0, BOX 'IV CAMP 111M., I'II,NNHYlNANIA 17001.071l7 (111) 1;t1'J4(l':l 'AX VI7)JJ'I-:MO! fUrlY TO_~~~J'J:I.l.!:~. July 8, 1997 Ms. Patsy Wh~e1er 233 Green Lane Orive Camp Hill, PA 17011 VIA CBRTIFIED MAIL RBTURH RBCEIPT RBQUESTED Rei Bstate of W. D. Boyer Dear Ms. Wheeler: f'" As you know, we have been unable to locate the original will executed by Mr. Boyer during his lifetime. A copy of the will was discovered and the original codicil which he executed in 1990 was held by Dauphin Deposit Bank. I have checked with the Register of Wills' Office as to how we should proceed to file a photocoPY of the will rather than the original and they have said that the RegiBter of Wills must hold a hearing to learn the circumstances of the matter. It is my expectation that the Register of Wills will agree to permit the copy of the will to be probated, but we have to establish to her satisfaction that the will has been lost and was not intentionally destroyed by Mr. Boyer during this lifetime. It is important that persons who were with him in the years prior to his death be present at the hearing to verify that, to their knowledge, the will was not intentionally destroyed. Accordingly, I am enclosing a citation setting a hearing for July 16th at 11:00 a.m. in the Register of Wills' Office in the county Courthouse. I plan to be present at that time and would like you to be present if at all possible. Please contact my office to arrange a convenient time to review this matter. Very truly yourn, SAIDIS, GUIDO, SHUFr , MASLARD ,ti Ck ~-)~ f4nn E. Slike " . .. JES/McC Enclosurel 1 oc: Ray McGeary, Trust Officer Oauphin Deposi.t Bank c'"'" ;oHN 11. !iUKf\' I\.OIU.I\T c:, !tAIDI!. IO....^IlD p" cUlOO CIO"f'.n ~, UWfP' ALe!kT H. M^!LANO JOHNN^ J. DEILY tlICHAl\D ~. Ml~LlnKY SCOTT D. MOO"-! DAVID J. f1kll!D LAW' c)H1CI~ SAlOIS, GUIDO, SHUFF & MASJ.AND ^ I'ROlt~!lI(JI'I^1 COK,poli,^11nl'l ..:t EXHIBIT ;slJ'\'lo ::r~ (Ill) lJ7-.1.1CJt"1 rAX VIi') I'J1':I401 C^~~L~J.,':_, l_lI'rt~_l ~H\ WBT HleH 'HU-,f.! C^'U.IM.f\, I'^ 1101_1 (111) illtJ'I\;l;.!.1 fAX (11) ....\.\.f\Mln ;!I()lJ ~~^'~Kn' ~TlHf.l 1'0_110)( 7:'.1 GAMP 1111,1" 1'1',NNllYLVANIA 17001.01117 ~!l!LL 'l' TO C^Mfl-.!!lH July 6, 1997 Mrs. Dorothy Boyer 628 Market Street Lemoyne, PA 17043 VIA CERTIFIED MAIL RETURN RECEIPT REQUESTED ReI Estate of W. D. Boyer Dear Mrs. Boyer: As you know, we have been unable. to locate the original will executed by Mr. Boyer during his lifetime. A copy of the will was discovered and the original codicil which he executed in 1990 was held by Dauphin Deposit Bank. I have checked with the Register of Wills' Office as to how we should proceed to file a photocopy of the will rather than the original and they have said that the Register of Wills must hold a hearing to learn the circumstances of the matter. It is my expectation that the Register of Wills will agree to permit the copy of the will to be probated, but we have to establish to her satisfaction that the will has been lost and was not .intentionally destroyed by Mr. Boyer during this lifetime. It is important that persons who were with him in the years prior to his death be present at the hearing to verify that, to their knowledge, the will was not intentionally destroyed. Accordingly, I am enclosing a citation setting a hearing for July 16th at 11:00 a.m. in the Register of Wills' Office in the County Courthouse. I plan to be present at that time and would like you to be present if at all possible. Please contact my office to arrange a convenient time to review this matter. ~ Very truly yours, SAIDIS, GUIDO, SHUF' , MASLAND \\1 ~ r9,.).j~ '~~n E. Slike , , <...) JES/MoC Enolosure: 1 CCI Ray McGeary, Trust Officer Dauphin Deposit Bank ooMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND) SS. WE, the undersigned, the testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the ~~1er~i~1.d/.au~horitY that the testator signed and executed the instrument aSrhls tas{Will and Testament and that he signed willinglY (or willinglY directed another. to sign for him), and that he executed it as his free will and voluntary act for the purposes therein expressed, and that each of the lIitnesses, in the presence and hearing of the testator signed the will as witnesses and that to the best of their knowledge the testator was at that time eigh- teen years of age or older, of sound mind, and under no constraint or undue influence. SUbscribed, sworn subscr~d and sworn UA.<~ to to LJ.fl-A.;() C3 cy-! (~) J-) G2if5Y Testa or. ~ -~ p~ wit ess \ .' C, U_;/ witness and acknowledged before me by the before me by both witnesses, this , 1991. tet~tor, and . day of ~/ '., ffilnc.<.J, . 'tu (A.tl...~ . Notary public N AR IAL SEAL THELMA S, M(:CAUSLlN, NO'lry PullUo Clmp Hili, PA Cumb~r,and County My c"mmls.ion S'plrot July 3, lQ\l2 ARNOI.D ~~ SUI< F..\l"1nR""n \ 1 \\\\ 111\'1 \l_\IlU! \filii I \\11' 11111 1'11)1'11 () - LAST WILL AND TESTAMENT OF w. D. BOYER also known as WILBUR D. BOYER I, W. D. BOYER also known as WILBUR D. BOYER, of the Borough of Lemoyne, cumberland county, pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previouslY made by me. I _ I direct the payment of all my just debts and funeral expen- ses out of my estate as soon as may be practical after my death. II _ I bequeath certain items of my automobiles and all other a,t,elaa 0' ..,.ooal 0' hou..hold u.., 'oelud'O' housahold ,ood', '.'0'- ture and personal effects, not including cash and securities, in accor- dance with a written list made by me during my lifetime. In the absence of such a list or designation on Faid list, I bequeath said items to my wife, DorothY A. Boyer, if living, and if not, to my daughter, patsy L. Wheeler, to dispose of as she deems appropriate. III _ I devise and bequeath all the rest, residue and remainder. of my estate of whatever nature and wherever situate unto my wife, DorothY A. Boyer, providing she survives me by si.xty (60) days. . ) ~..'"" I" .:) (0 "-7"f ARNOLD Ie St.1KE, "TTOP.Nt~S<"TUW, 110'1 M....~v.tT sTu.n. c^M' ttILL.,A 1101\ (~ .,_'.." .n_._.....~.,......~."':"*._..._~..I..t,.""...-"'.....,......;;...,."-".-.;.~.. ."-...""-,...~..,."....",,, ~.....-......-.... .;..i.w'-';;.'~ - ._h \ IV _ Should my said wife fail to be living on the sixty-first (6~st) day following my death, then I devise and bequeath all of my estate of whatever nature and wherever situate unto Dauphin Deposit Bank and Trust Company/ IN TRUST, nevertheless for the following uses and purposes and under tho following terms and conditions: 1. The trust shall be held for the benefit of my daughter, patsy Wheeler, and my grandchildren, Claude W. Wheeler, Jr., stephanie sturm and Douglas Wheeler. My trustee shall pay one-half of the net income to or for the benefit of my daughter/ patsy Wheeler, for the rest of her natural life, and the other one-half of the income shall be divi- ded among my living grandchildren. Upon the death of the said patsy Wheeler, the trust shall terminate and the balance then remaining shall be distributed among my grandchildren or their issue per stirpes. For the purpose of this provision, Jason C. Haas, the child of the wife of claude W. Wheeler, Jr., shall be considered as a great grandchild of mine just as though he was the issue of Claude W. Wheeler, Jr. 2. In addition to the powers above pr.ovided for, and thos given by law, trustee, without any order of court and in its sole dis- cretion, may: j G-(J(JJ-f1 ARNOLD II SlIKE, Al"TO'.Ntv5.,H.L.AW. 2109 M^~Kn snur. eMI' HILL., I'll 11011 I i: I ''""'I , I -- I 'I I I i ) .,,-<' ___----......__~_ __ou~ _ _ A. Retain any property received hereunder and invest and rein- vest i.n any prudent investment / inc 1 uding but not limited to / common or diversified trust funds maintained by trustee and any form of life insurance, annuity or endowment policies, settlor' B dwelling house or other r~al estate; and in so doing settlor's trustee may act without restriction to so-called legal investments and without responsibility for diversification. B. Keep reasonable amounts of cash in bank uninvested. C. Purchase investments at premiums and charge premiums to income or principal or partly to each. D. subscribe for stocks, bonds or other investments; exercise any stock option or similar right; join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure of voting trust and deposit securities thereunder; and generally exercise all the rights of security holder of any corporation. E. Register securities in the name of a nominee in such m~nner that title shall pass by delivery. F. Vote in person or by proxy/ securities held by it and in such connection to delegate its discretionary powers. G. Repair, alter, improve or lease for any period of 'time any property and give options for leases. H. Sell at public or private sale, for cash or credit, without or with security, and exchange or partition property and give options for sales or exchanges. I. Borrow money from any person/ including any executor or trustee/ snd mortgage or pledge any property. J. Compromise claims. K. Add to the principal of any trust created hereunder any property received from any person by deed, will or in any other manner. L. Pay premiums of any life insurance, annuity or endowment policies which may have been retained or purchased herein and exercise ~ny right, option or privilege thereunder. M. Advise with settlor's executor in the use of expenses and losses as deductions for federal income tax or estate tax purposes, or party for each, as it shall be deemed advisable, without adjustments between income and principal in consequence of the exercise of such discretion. LG lJ (d t'l ARNOLD &: SLIKE, .\TTORNf.VS.,I,T.L""". ~ll)~ """AUT snEll. C"M' HIl.l,'.... 11011 Page 3 _.~._- --- f N. Treat as income all inoome aocrued and unpaid on assets at the time such assets become a part of this trust. o. Make distribution in cash or in kind or partly in each. P. Exeroise all power, authority and discretion given by this trust after termination of any trust created herein until the same is fully distributed. Q. settlor's fiduciary shall be entitled to compensation for services hereunder in accordance with the standard schedule of charCj/lls currentlY in effect at the time the services are called upon, and from time to time during the period over which such eervices are performed. WhiCh are such that the order of our deaths is uncertain, I direot that my wife shall be deemed to survive me, irrespective of any provisions of <) law establiShing a contrary presumption. v _ If my wife and I die simultaneouslY or under ciroumstances VI _ I appoint Dauphin Deposit Bank and Trust Company as ExecU- tor of this, my Last will and Testament. My personal representatives shall not be required to post bond in this or any jurisdiotion. It is my request that my executor engage John E. slike, Esquire, of the law f im of Arnold & slike, as attorney to assist them in the administx'ation of my estate. , \ the 13 'f!). day of I have hereunto QtJ -. // set my hand and seal on this IN WITNESS WHEREOF, , 1990. Lc'{) {h )/1 W.O. Boyer I (SEAL) .\RNOLO 10: SLIKE, ^nO~NtYS.AT.L^W. 'J 1 0'1 MAIU\I:r HRUT. CAMP tlll.1.. '^ 11011 , t- , '. '-., -.- \ Also Known AS I ;I 0' ~'7 Li/~A-4 3i+. '<77YY I I I\. I 12!qH - Wi1:f,ur D. Boyer I ' (SEAL) signed, sealed, published and deolared by W. D. BOYER, also known as WILBUR D. BOYER, Testator therein named, on this and four (4) other sheets of paper as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesti.ng witnesses. I I .r; * /1/ '1(' f. ~ ( Il/~, ~ .Name . .. ? p Jl<.k . (J /lA. . ~ / !-(~JJ Ii ' Address' Name ~'Y" del fj / 'AddreSl!l '..'-,' ;~., ,,) !?age 5 ""lIIe of Oeceftellt, O"te of 0 Wllbll~ 0 IJ e"th, . 0 <1,. '''' 'O'~2 22.. ~ ~ CO,,, .,,:,,-,... '0 ~ 'd"., ,., tI.. ."",.,:, 2 '.Po~, "to,:. 6, '2 0' 'h '~, ""0. 0' 'h: :::"00,.. :"~'P",, CO". ____ I, S,.. O'.'O'P"O..d '.'''''0' '0 :!'Ph..., t.. · Oh.th., 'd .".t., OOP'.t,o. 0' ~ No milliStr4tio '.p 2,,, _______. . 0' tI,. O~.::.t.",. ,..~h. '...., I. . ..t.t. '. 'O'P"t., .'-..... O.'b', boll.,::; ::... Oh.. th J " tho ''''', . """0.., ' 2, 'h. '..., "'t,,,,o. 'or to · 01" bo "cc... 0 . 1 is" 00., 0' 'h " ., d 'h. '.', . '''' the COUrt? "personal the fOll tho h b '''-.t..... No "Pro...t"". 00'... '.'.0.., ' .h. _______.' "'. . " roP'". '.P.,.t. .., ntative's Orph4ns' C 4ccOUnt OUrt M "'OO.t ''lO,.:",. .'d th. "'" '" 0, Il, .." '0, ~ to the sOnal re Parties i present4ti ~PP'O'''' 0' d, Cop, . '.t.,,,,, ;. ".,. '0 ." 0' th '0"", .. 0' ro, .. · O'Ph..., 0, '.'0",., .'p'" '.,., _______. No_______. COurt "nft 4CCOlln/;s ses, JOinct _ 00. m., bo m., bo 'I, or. '.d "~,." """'0 ,:'t"h'd to th'!O'th tho . --=-- """,r ' I, '"Ok " ,.Po" IJy: he s ate a ~.~ision Of Pita - wU~D ~~ . Si9n4 Ure . J!PY'e~ Ruth / ' nn HCHi !:au hin Oe OSit a P~eSident' SSt. Vice 4111e (Please tank, a Division p.o. Box 296/ YPe or Print) Of PHB Bank 1\ ctress ' Ha~~iSblJ~g. PA /1/05 StAtus RepORt UNDeR RULe 6 .12 (1.1"11, rlllt / IiJtJ) '\',./ ~, \.~ ;,' .-', I'v' " f, 7'e 25 ~2/09 . No _________ CClP4CitYI' ; ------.. ~Per80n41 R epresent4ti --- ---Counsel f Ve represent40t~ t:rsOn4l