HomeMy WebLinkAbout97-00665
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INHERITANce TAX RETURN
, ReSIDENT DEceDENT
<lOMMR~~,HlI1Q\<1f~JNOIIJl'crXANIA (TO BE PILBD IN DUPLICA TB
IIAIIIIIUH6~u,~f!il~'ift.oaol W T B S E 0 WILLS <IOU mJ(ln
lIB<lHDUNI'U NAMB I~AOI, flIlOI, AHD Mlnl1~B IHIIIA~I OBOBDBNI'H <I"Mf~UIU ADonBOD
Wuldu, aUI~lll.dlt\(J l~, , 1/.:l,O Bodford Ilr~vo
HO<llA~UBOUnlIYNUMOBn DAtBOfOBAtll l1A1UOfnllllll CUIIlI' HIll, I'^ 1.7011
2(J/t-03-96"', OS/1I,!97 11./1.0/1.91:'
IInv. 1&00 Ill< i (1.04)
"PN/,iWJ~<lf OUAlII Afl un IIIEJI ((IIHOK 11811B
J!.uY.ltitl.hn~ulf IU OLAIMBll
PII,I NUMBIA
I
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II
_ no.nl ClItnbor.l.allu
(IP APP~'OAo~B) BunVIVIHo UpbUUB'U HAMB I'AUI,PIIlOT ANn MIDn~a IHITIA~) anOIA~ HBOUnlTY HUMOBn
5-
AMoUNT RBOlIvao (BIIINUTRUOIIOH8I
0,00
.
1, Orlglnll AolUrn
4, Llmllod BIIAlo
De,
o ,8,
-,-
3, n.malnd" A'lurn
(far dal'. of dlftlh prior 10 le-13-0a)
p.do"lell.la TIK R.lurn R.qulrld
Talll Numb., 01 Balo D'POIII 130m
e. Supplomenlll Ralurn
41, Puluru Inlolul CampramlOl
(for dll.. 01 dUlh III"le-la-Oa)
[]] 8, Dmdonl Dlod Tlllalo 0 7,', Docodo';l Mulntllnod I Living TrUll
(Altlch copy of Will) '.. (AlIIVh I COpy 01 TIUI\)
ALL COIIF\BlPONDBNCBAND CO PIDBNTIAL TAlC I ~CRMATION sHOULD DB DIIIIOTBO Tel
NAMa OOMPLan MAI~'Ho ADDRa66
Or.ullar.y M, Kor.win, 1~8C1111ru Korwln & Kerwin
IBl.BPIiOHB HUMOaR RR011 lIaK 566
36 _ "U a& 1 "
1, 1ft 1111.' Sc" U' one
a, Slockl And Sandi (Schldull II) (a) 92,89
3, Clollly H.,d Sloak/Partnerlhlp Inl"oll (Schodulo c) (3) None
4, Mallelg.. and NOI.I Rocolvlbl. (Sqhodul. 0) (4) NanD
I, Calh, Sink Olp01111 & MllcolllnlaUI PBllanAI properly (Soh, 11) (I) ,320. 2~
8, Jolnlly Ownod PropI,1Y (Sch,dul, p) (8) 35 , 59~ ',90
7, Trunllo,. (sch'dull 0) (Sch'dul,l) (7) Nona
I, Tall I aran Amll (101.1 Lln'l 1-7)
I, Funerll aMplnlll, Admlnlllrallvl Calli, MIIOolllnlOul '(I)
a.ponl" (Sohldull H)
10, Oobll, Martgagl Llablllllll, LI.nl (Sch,dul, I)
11, Talll D,ducllans (10111 Lln.. 0 & 10)
12, NIl Vulu. alel'll. (LIM8 mlnu, Lln. I\)
13, Ch~rlllblo Ind Qq~lrnmenlllll.qu..I' (Sahodulo J)
14, N.t Valuo Sub oCllo Ta. (Llno12 mlnul Llno 13)
11, Spau..' n~nlllll (far dal.. 01 doulh 11111 S-30.1~)
Soo Inllrucllanl far Appllcabl. POlc.nllgo an pago a,
(Includ. vllulltrom Sohldul. K or Schodulo M,)
11, Amounl of Lln. 1~ t.Klblhll% rll.
(Includo vllulI from SOhldul. K ur schodull M,)
17, AmoUhl of LlnB 14taKlbl. at 10'/, lal., "
(fnoludo VAlue. tram Schedul' K a' Schodulo M,)
11, Prlnclpalla. duo (Add laKflum Lln.16, 16 And 17,)
11,Crodlll/Sp Povllly Pilar Paymen'l Ol.caunl
+ 1.357,37 t 71,/,/,
20, If Lln. 10 II 10'lor IhanLln.l 0, on,ol,lh' dlU,roncloll Llno 20, This II Iha OVIRPAYMBNT,
(!;] D, 0 .okht ., ou,a,. fI ulltln a I.fund of OUIOV' a tn. I" '
21, If Llno 1811 g,oalor thIn Llno II, onlor Iho dllloronoo on Llno aI, TlllllBthl TAl( DUB,
A, enler Ih.lnl.,..,on Iho ballncl dUI an Llna alA,
D, Bnlor Ihololal 01 Llno 21 And alA an Llno alll, Thlllo tho BALANCB DUB,
I . C.o I lb. allla I . I'
~ ~ DB SURB TO ANSWBA ALL QUBST eND ON PAQS 2 AND TO ABCHBCK MATH ~ ~ '
UiiGitp.nl 110 PflfU~1 .lill' II lAyt.liIl111rMI lllun. nc;Ul' ttglccumr.anyIlQIO' u., , I . ",I 01. rlQW' Oil'
co'ltcl I,)(j c:ompl.,., d.lllllt, thlt 11I."III,t,t, hll b.t" ,'pQlted,. I' ,'t~ milke, y. ut. O,al,"lhm pI pllp.II' aU"' Ihln' _ . p''',OI1lI ,.pt..ln,.Uvll, b..
which prep.,., h.. 111V kl1Owl.dglt, - _ - , - - - - - -
alQNATUna Of paRaoN nUtPOHtlOLB rOR fl~IHo lIaTunN NUlToy Mutter -
,.// ,~ ,~JI " 29 Skvl.1l1a Dvlvo
/111'" f," (i:' , //f<,/,t':::':", M'lic.iti;.fiiuilb'ur;I',"i'A" "17(i55.-........... -..... :.-.
alt TURR f hBfA aholliBnTHAHnqi'RUBNIAlIva Kor.win & Korwin ,
'-', J.t!l-.IH J.J!9!t. .!!~61'" _..........; -.......-........ -....
,",~'__,_,_ IU lv.ubothv 11 ,0 , P^ 17023
'cIJPVI h (c) 1 9. form lollwllI only OPOytlt",', Inc:. -
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8.nS.75
(10)
323.73
(11)
0,00 X
(A I'., _ 3(, lI. I( InN',
1 023
(I)
(11)
(la) .
(13)
(14)-
,
.
~
(17)
;1.7 ..H3,53 X ,000
(18)
0,00 lC ,10, =
In,ero,1
(1e)
(1')
(aO)
(al)
(a1Al
(alS)
36,013.01.
8.fi!I\)./tlJ
27.313115:i
27.'31,3".53
0,00
1.(i3R.Rl
0,00
1.6311.81
1.1,2U.81
0,00
"2l0.ClO
0.00
2ln,on
. I . 'I
qn .lIlnlor",.lIonc'
DATB
R../-q1
OATB
~..q7 '
form (h'., 7.'41
..
Eluate ofl Q,~ald~ne E. We~da
,$OCl Sea {} I 2tl4.03.961,11
naUe of OeaUhl 0~/14/97
Oont~nuat~on of Sohedulo F .
(Jo~ndyOwnod I'ropot'ty)
Item Lt~ for Date D08ot'1pt1on o~ pt'opot'ty
0, Jt Ten Joint
:h ^
12 ' A'
13 ^
14 A
". 1~ A
10/13/94 SavinS801ub, Aooount at
. OonatatllR Bank //8601687306
02/14/87 Sav~n88 Aooount at
00t'oaj;at08 Bank 08336652503
02/111/87 Ohllok1ns Aoo,ount at
OonstatllaBank //00323011826
. 09/21/87 O.D. at Constat.s Bank
o 063582898578737~ t'o11od
oval: t't'om C.D. .
o 0635828983583204
10/29/90 O,p, at Cot'aatat.oa Bank
// 06358289857507119 t'ollod,
o\'Dt'fl:om C.P.
o 5705864630586863
"
'I,
Total Val
,of Aaaot
DDoda Dollat' Val'of
~ lnt 'Pood~. 10tot'oat
81t/., 10 50 . OO,~ 11~2.05
3,726 ,,65 50.00% 1,86:1,33
3,1',0.23 50.0Q~ 1,570.12
10,075.16 50.00~ 5,037.58
10,276.03
!io.OO%
5,138,02
............... 01,....."..
11,,031.10
, 'i
"
Orogory M,Kol'wlu
(lngo 2 ,
Jill)' 17, 1997
ACCOUNT
'J'XPI!/NUMOItR
ACCqUN'I'TITLB
Snvlngs Club "601687306 QQrnldhlo I!, Woldn
Nnuo)' n, fvlnltor
Intotoal (lnld Jnnllnry Un Mn)' 14, 1997. $,00
'trlllt t1tnlwohnvo\!oonnfnlslRlnnoo lo)'ouln this n1nllor;
Slnooroly.
CORnSTATns 13ANK.,N,A,
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: '.e"t-t-, j) U~v--
Blloon 0, CnRohorn
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DATil "A'I'I! (l1~INC1PAL ACCRUBO
OPrlNm~ OLOSIlD /1ALANCrl IN'l'rlRrlST
10/13/94 840,llO 4:10 v'
,
Ii
;,1
IN 1.111'1 ',; tlhF/::11 TO:
l'IFP(JfnIN(~ SrmVIOr.iS:, ,
FCi 6.QIHN!aI)
PO r:iO>( 1 'f()2
HEAUINO, PA HlO03
01 n,li'il-:'(I~Fi:l
j;
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MIY,llOO fXt 11'141 ,,_,~'J\t:'9,( INHBRIT ANCE TAX RETURN ~~UEfJf2:i:;tIT:~:I:I':'t'I'9' CHICK HIAI
~~ RESIDENT DECEDENT Pii.lf,W"'liR' _..n___ nn_....n__'..._'..
cOMMo~~.nmpi&~lJ1~WAHIA' (TO BE PILED IN DUPLICATE .;{ / 9 7 ~-s'-
If~RII & h le.o601, tllttiIitr.,.L_~IT!"REGISTER OP WILL.St ,~~9~r.tUPDf:.. .......Y~~~ .._n!i~~m
l~~~~U~~/ HU~~I~f l:o!'..J&:~--JP^irOT'brnjln_' .mli,^froniimon...- ~:~l ~:t~~ t l,~t ~~~l~oad
178..07..7994 , ..._~_~ JJ.il:U~f,1_"I'~ _Jill ~llIL._- (21'.o[ ._...cJ\mber;:lQmt -,~ ,",--".~'~---
I" ;:'~" ;:"'~~~~~';"'I""'."l" .tI" ",'''' "''''''1 ,1~~~~g~;~~tR" ' AMau"i'ITciIYIO 1m IN'''UCIIO''',I
Pill, O,loln-';1 Rllu'n .--_n~_..'[T.2',6uppllmi.;talnii~i;;;;"~u_., -.-. . ,. ___n__ [j"3~1~~i~E~~~~ p,lor 10 1~.13.021
04, Llmllld ellall [) 40 lulu" In'"'111 comp,oml\"' I] 5. Fldllol elldll la. Rllu," Rlqulred
1'0' do'.. 0 dlolh afll' 20\2.021 '
0{] 6. pmdtnl Dlld T..\I~'" [I 7, po"denl Maln/alned a LI'lnO l,ul' - R, lolol Numbe, III Oaf. D,pollI 00'"
IAltaCh copy 01 Will) IAltaCh ,apy 0 T,ulll
. RN(lIA IICON'1 IN IAL TA lNPO MAl N 0 LP npt.ICllQ TOI
OMP
Wlx, Wenger & Weidner
P.O, BOll 845
_.!Wi!,-imU;:~i_PJb,.J..21QtbQa45...
11) '.....n....n:-..Q.o-._.._.n....~.__....
( 2 I ~ .._. ~O~_. ___~.._._c...
13) 19W_~.OO ,_n__...__~
14 I .~__.._~Q!:__._-_~_.n--
(5).__A50.Q~L.:_~.__
(6 I .__.~::-:__._-,~-
17) n~::Q::-_~__.__~..n
~O, II Llnll9J!.j"ollr Ihan Line lB. enlt, Ihl dllll"nc. on Lln,e 20, lhlll,lhl OVIRPAYMINT.
II 0 1IIIII.llu"_'_'''(1I1_1I1''I'''III1~''1I111r.-.unflftl~T.lH,1 ,......I'UIl.....Irl~lt\l .
21.11 Llnl IB II o,eallllhan Llnl 19. Inle' Iho dlll",ne. on Lint 21. lhll II Ihl TAX DUI,
A, Inll' Ih.lnllrl,1 on Ihl'bolane. due on Line 21A,
0, enler Ihllotal of Line ~I ond 21A an Llnl 210, Ihl,lllh.,BALANCI DUe,
Make Check Po able 'a, R, lite, of Will., A ent
U~d., plnaltlll 0 po,lury. Idec ~'~~h~~R'a~~I~a~~~J~~I~~e~~~~I~~~~n~'a~~:~~~n~'~h~fu~e~~~ ~e~~~~I~,I;~-~~~~,,;' ~~noJ'do' ~nd bolllf.
~~:~~u:'n c~ll'rn~lo~~~lf::~le~hllhd':~~g,~,.:~~I;~ilk~~~I~So:,b.en ,0po,IDn 11IIruo marko' voluo, Ooela,otlan of prepa... o!ho, Ih~n Ihl, plllonal reprlllnla",o I.
i~~" R I ON I !, OR "tINa Ai1Uiff._....!:WM1~rr509-.OaKct'eat-.Or1\1(i~n-...--_n--~---._...--....-- DIJI-----.-.~w.....
~W~m I Ifli.-,~&dif.~l\ec"_.TnT>m'~O~'~~~~45\'A... .2.2..30.2_.. .....n_.' ,..__w._' 8{,~.~(9'L._... m
-_.../JQ.J1/!.l. . .ittt((,j.(- ... n .llarrll3burg,l'lI mOe-Oa45 8(13(97. ... .,.-
Deanl,A. Weidner I Beq.
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'1. R.al 1.laleIS,hedule AI
~, Slock., and OOndl 10chldule B)
3, Clo..ly H.ld Slack/Pa,tn"lhlP Inte',11 (Schldule C)
4. Mo,lgaOIl and NOle. Rec'l,able (Och.dule D)
5, 'Ca'h, Bank 0'1'01111 & MII"llan.aUI Po"onol P,op"ly
(Senedule 81
1>, Jolnlly Ownl~ ProPllly (OChedule FI
7, ,1,anlfllllSchedule 01 (Oehldule LI
B. Tolal O,all."l\ell (Iolqlllnll \07)
9. IU~I'al e,~penle', Admln""atl.1 Calli. MllClllanlou,
bponll.\Schldul, HI
19, Debll. Mo,IOagl Llablllllll. LllnllSchldul1 I)
11. Tolal D,~uelionl (Ialalllnll 9 & 10)
12, Nil Volu. 01 IIlale (Line B mlnu, Line II)
13. Cha,lIabll and Oovlrnmonlal Olquelll (OChldull 1I
14, Nil 'vqlulSublecllo la'ILlne 12 mlnu, L1.. 13)
15. Spaulal lranlllll (fa, dalll of dealh afllr 1>.30.94)
S,'f Inllruetlonl far Applleabll Percenl"aOI 00 ~'V""" '
Sldf, (Includl value. I',om Sched,,11 K a, Oehedull M,I
II>, Amounl of Line 14 ,a.ab"bl 6% ,al.
Ilntlude ,alul' f,amOchedule K or SChldulo M.I
17, Amounl 01 L1nl 14 la.abll 01 15% ,all
(Includ. volulI "q!" Sch.dull K 0' S,h.dul. M,I
10, Prlnc!palla. d,," (Add 10' from Llnll I~. II> and 17,1
19,C,ldll. Opau.al po,orly Crldlt Prlo, Paymonll
----_........~_.~~ + --~...._~... +
'"----~.~...._.~ <---~-,-~-_.~
(B).1~..Im,.oo --,-.~-..
(9 I ~6,_423.&O__~~_-.-.
110) 89/94~!3~~~.__._~
111IJ.P_/3~6
(12) _..~Q./a3Q~~.---~_..
113) ~_.:.O.~._~,_____._m
___,~...".--_~_,1141 ..M./.a3.Q...Ql.. ..
$96,8~0.62 , '0' "'O~
(151..___._._....~...~'c..._.__K,_.... -----~--~.__......
111>1 ._...__,_,_.~.n.._..,....nK ,06 .
__ _~~. _._._u....+~~"_~___...,."....~....__._..,
117) .....___.,.....__..............._...__.. K ,15 .
~_._~+_~~__unnm...-".............~_..__._. <-----
(10)
fT'~"~~'-' n.._'<-...._....,.~.__--'-__.__.
InIB"'1
Dll<ounl
'l1cil .___......n~...~..~_n.."."
120) _.__.......~_.....~_..~.nn_..
1211 ..n.'_"_..~O..~...._..n....._...n_..
1211\1 ._nn....n..'''.'. ....~.......
121 B) .....___.."....,...........___.._...
=....". -... .....-..--- ........."_.,"'"~
cr.ateet by m. .. S.ttlor dat.d May 171 1988 wltb Th. Commonwealth NaUonall3ank, .. Tr\!lltee, By
LeU.&, 'Amendment dated I 0 /..!!.Iff ~ , CllI\on E. Rodi'rs, Jr. waa named 81 Succ.nor
"
TruItt. or the Trlllt Aareement,
"
FOURTHl I dlreot that all .atllte; Inhe,rltatlce and other tax.. In the nature thereof\ tOftther '
with lUI1lnterttt lI/Id, penalties thereon, becomlnS fII'Yllble -tlH of my dellth with realltot to the
,proP4lrtY oollltltutins my 11'011 e'tl\te ror l\.lIth ~,pul'JlOl8ll whether or not ,uoh property pea..
'Undertble WUJ. be paid from the prlnolpal of Part 'A' unllef the Truat of whloh I em Settlor delOl'lbed ,
In parqraph THIRD IIbove. or l)'om the rllldue of my eetate. Noperaon reoelvlna or havlni"
bel\Il1olI1lnterelt In lI/IY IUOb property, whether ,under tbIe WUl or otherwlle, eb4U at lI/IY ;time be
,reqtllred te contribute te or refUnd lI/IY plIl't thereof.
FJlITHI M,y Illlleou~r Ie hereby lIuthorlzed lI/Id,empower~ In IIddltlon to IIUOh powers
IP'lIIIted lllleouter' by law, aIIellerol8llble wlthollt coW't orderl (II) to eeU ~t1es or other property,
rulor peraonal or bothl (I)), to borrow mq!ley from auoh persona 81 It may deslre, IncludlnS the power .
to borrow from lteelf 81, an IndlvldUlll or IIlI and~oIary ,under l'n.Y Truat Agreement ror anYPIII'JlOH '
n~ or deslrable In conntiotlon with the payment of taxes or other InlIttel'$ Inoldental to the
eettlelJlent or lIdm1riletratlon otmy Illatllte,or for Inveetment plll'Jlblle, on either all80ured or
uneeoured bUle,lIt auch'rllte ofilltereet IIlII11y Elleoutormay deem l\ClCeptllbleand to alsn notes and to
pledi' the ....ta of my Eetllte IIlI eeourlty thereforl th1e lIutborlty to borrow an~pledlte shall not apply
as to .....ta which are ,or might be, ellcept for euch authorllsatlRn, eijglbllllbr the marital deduotlonl (c)
t(l makll non.prorlltll dlatrlbutlona In klnd or JlIll't1.Y In klnd or plIl'tly In' oaehl (d) to rlltaln all or ,lI/IY
part or my property, rllal or pereolta1~ oonstltutlng Illy Illstl\te for suoh, ,tlmllllll my Elleoutor deems belt
or to InveBhr r.lnv.at the 8lUl1' wltho~t bel11g ,reatrlot.d to 'Iep!' ,lnveetm.nt'l (.) to rue joint Inool\l'
tax r.tum. and to aOM.nt to joint gll\ tax returna with my wIf., her elleou~ors or admlnletratorel (0
to COl\lprqmJa. ola1me lIi8Jnat Or In favor, of the Eetate, with clt' wltholl,t Court approval on auoh terms
and oqnc1ltlonall8 Ellecutor deems appropriate, In my ElllOutcr's aole dlecretlonl(s) If the Eetate "
Inoludes M,y Interest whloh 1 had In a bua1qeeeat the time of lily death. whether the tam. La II Iql.
2
.
.,....' -... -" ~.
.
proprle~orlhlpl II paI'~nerlhlpl or II oorporntlon In whloh I owned 1111 or /I ftubnt.llnUal porUon of Iho
I~ook, ~o oon~lnue ~he bmlne... \lI1~U luoh ~lme III m,y mXllOu~or deeml IIdviaftble ~o leU, IlqUldatlf or
d1I~rlbu~e ~he lIIl1le In kln~; mxeou~or lha11lulve aU rlgbt.ll and powel'l III oonnootlon with ~he bUJlnellll
III I Iuld when Uvlnll' Ino1lldlnir by way of example and not limitation, the powere to operate or Join In
I.ht operation thereof III a solna conoern. to form or rHorm a glneral or Umlted partnel'lh1p, to
Incorpora~t orre-Inoorporate and ~o Uquldate Or aell tho llIIlIe or any part thereof, all III It deelllll
, ,
advleable, for' the beet Inter..... of the Eetate and of the beoenolllrlee therool) without any IIabWty for
1018 I'8I\lIUna !\'Om the operation of eald bll8lnll88 ellCept where BUoh 1081 Ie ~he reeult of neglllJenae or
,. hud on the pari oUhe Exeoutorl (h) to reoelve, for lte Hrvloee In OClnn\lCtlon wlth 11I1,)' IUOh blllln....
Mh IIddltlo~ oompellllltlon III may be oommellSUl'llte therllwlthl (I)" to olalm, In IlI.Y IIl11eoutor'. .
dlecretlon, expelll88 of acln1lnlatraUol\ cf IlI.Y IIlatate III deduotlon. for l'ederallnoome tax purpOses,
when thla wW reeult ull\ll overall reduotloll, of Inoome llIld death taxel for m,y Ill.tate (no a<\luatmente
be~ween Inoome and principal or In the,lIUlount of the distributions to the truete created by aepara~
Instl'wnent eha11 be required at a rwt of IUOh action); 0) In my Executor'. 1010 dlecretlon, to .J8Clt (or
not) to treat aa property paeelng to my wife and as eligible for ~he IlUU'ltaI deduction under mo.
'Seotlon 2056(8) property which ~ 'queUl1ed tel'lllinable Intereet property" within I.he mlltutln<< of Ut.O,
Sootlon 205~(b)(7), In all regarda exoept for BUoh eleotlolll (k) In m,y Exeoutor's~le dIsoretlon to
aUocatll,suoh Ilxllmptlons 'lI!IlU'1l available as to ~he generation eklpplllg trlllllfer tax to IlIIY property, to
ellolude any property li'omtllat allocation and ~o make all related allocations ~/1ereto,No benenOiary
shallllave anyQI8im agalns~ my IllxllOutor for exe~lelng Ruoh allocation powere as grllllted herein, (I)
In m,y Executor's .ole dlecretlon ~Q oompromlee tax.1 onMure Intereste on luoh terms lUld conditione
aa IIlxooutor deema approprlatel (m) to maintain rell80nnble relerves for depreciation. deplll~lon.
tunortlzatlon llIld oblolelOenoe, (n) notwl~hatandlngllll.Ythlng to.the oon~rlll'Y herein, my EXllOutor
eha11,lulve no power or lIuthorl~r ~o take any ~ or make llIIyeleotlon, or reli'aIn li'om either action,
, , j
whlohpower or \luthorl~y woUld oau8e ~he Inoome ,or prlnolpal of m,y eltate to be taxed to suoh
ellecutor for Income or eetate tax purpolee by virtue of the exletenoe or exerclee or nOO"llxerclee of
3
'--
. II~'..
',I I
euoh powe.. or authority,
SIXTHI I nomilllll."oonltllule and appololmy lon, OLIF'l'QN 1!l, ROOGI!lRS, JR" '"
Jilxeoutor undtlr thle my 4f1 WUl and Tea\.llmenl, No bond.haII be required In lhl. or an,y'olher
J\lliIdlotlon of Ill,)' Jilxeoulor,
SJilVlllNTHII htlreby nomlnale, oonetltultl and appoint ClLIFTI'ON 1!l, RODGERS, JR.,..
Q~ of thtl "~le of an,y I?lnor or olher beref\olary flb,yeloally or menl!llly, unable to ~ h1I o~
, lltlratJ8ll'l1 and to ..rve wlthoul bond In IIlle oran,y other JuriadIotIon.
, ii
If alI1 benel1olar1,of my mattlle ,under thtl lIP of ""'teen (18) YlllU'll at thtl tlnu; at whl$
dletributlon of alI1 flroplt~ deviled andll,queathed by thle WUl WOUld otherw1M 1Itl, iliad" to IlUOb .
banel1olar1, Clr II unable to manap hle or her own af1'8ll'lIt lll,)'IlllleoutOr ehall dletrl~\lte aU su~
prope~ to tlttl guarcllan of Ihe eelate of auOh bene~.
'I'btl ~dlan eha1I ~old, DlftIUIIle, InVllt and relnveat an,y property received by the guardbui
, (whether under thla WUl or otlierwlae), .hall oolllOt tltelncome thereof, and ihall apply 10 muoh of thtl
netinoomtl an~ If ihe net Income Illnaul11oJent, .0 much of the prlnolpalorthtl property held forl\lOb
d
, ,
~illolatt Ie thll guardIiIn .ha11 deem neoellllllry or advlaable for suoh benef\Qiary'e ~ealth,
malntel1anOtl, suppOrt and oomplete tlduoatlon,
'I'b. guardlan .ha1Iaccun\ulate any .urplua ntlt Income lIIlllua1ly and add the lIUI1e to thtl
"
prlnoJpaI of the, p~operty held for .uoh benenolary,
When suoh benenolary atl.lUna the age of e/shteen (18) year., or become8 able 10 manaphle or
, ~ ' . , . . ,.. . "
her efIalrt, the 8\llIl'dIan, .haII dl.trlbut. to auoh benenolary aU property hel~ by Ihe guAfcllan for euoh
IItlnenq.,
Ifauoh btlQenotarr dlea h8fore atlalnlng the ago of elgbleen q8)yelU'l, or becomlt)g able to
~ wi or her affiiliol, tbe lI\IlII'dlan shall distribute to the personal repreaen14t1ve of suoh
IItlrlenolarY'i ..tate aU property held by the guardian for auoh benenqwy,
EIGHTHI The oompinaatlon payable to my E1l8llutor shall be, the oompenaatlon due, In
"
aooordanoe with' the fee sohedule of my Exeoulor atlhe ,time .uoh servloes are rendered, or It Ill,)'
4
\'
"
;'
.,
property ~nd/or.eo~ritie8 80 aoq~ired shall be held ort the same
termaof truat and with like foroe and effeot as if originally a
~art of the Trust,
,
Artiole II Reserv~tion of Rights
( Insuranoe )
Settlor reserves to se~tlo~, during Settlor'~ life, all
payments/ dividends, surrender v~lue priv~legeB and benefits of
anY kind whioh may aoorue on aocount of any of the aforesa~d
,
policies .. of 1nsuranc., and the' right ,.t any time to as8:l.gn/
pledge or use said pOlioies, or any of them, or to ohange the
beneficiary theraof/' or to borrow moneY thereon, without the
oonsent/ app~ovel Or joinder of the Trustee, or any beneficiary
hereunder. The TrUst shall be operative only as to the proceeds
of such of the policies as 1n terms may be due and payable to
"
the Truet'!e at the' 't1me of the death of the Settlor or
,thereafter, after deduction of all ,oharges against the pOlioies
,
by way of advanoes / lqans / 'premiu\1ls ,or otherwise, Such proceeds
il
shall be prinoipal" The reoeipt of the Trustee for suoh
pro<;lseds' shall release the inS\lranl;le oompanies from liebility on
the poUc:l.es,
(Other property)
"
As to assets added to the ~rust during the lifetime of the
Settlor, and by the settlor, the Settlor reserves to Settlor,
during Settlor,'s life, the right to ,w:l.thdraw princ:l.pal or
inoome, and to d:l.rect Trustee to make suoh investments 'as
2
Settlor deeire., 88 wen a. the ;'ight to approve, in advanoe,
,
any investment. Trustee .eleots. Subjeot to the.. pow.rs of '
Settlor, Trust.e may pay prinoipal or inoome 'for the support or
welfare of Settlor.
As to'ossets added to the Trust by a person or entity other
than Settlor, Trustee shall, ~uring the lifetime of Settlo;" in
Trustee's sole disoretion, pay so muoh of the inoome and lor
prinoipal as Trustee deems neosssary, for the benefit of Settlor
,and/or the i.sue of Settlor and for the ~upport, maintenanoe,
health, and safety of Settlor, or the issue of settlor. All
aooumulated or undistributed income Rhall be added to prinoipal
hereunder ..
"
I'
Artiole tII Prinoipal and Inoome Disbursement
Upon Settlor's death, the Trustee shall disburse the inoome
and prinoipalof the TrustE:state in the manner set forth in
detaU in Sohedule tlB" attaohed hereto.
Artiole IV Premiums on POlioies
Trustee is not obligated to pay any premiums or asssssments
,on said polioies?f insuranoe and shall be under no obligation
in respeot' to the pOlioies other than for the safe"kaeping
thereof, exoept to the extent otherwise expreSSly sgreed to
herein, i:l1 the pOlioies are depositet1 herewith.
Article V
Amendment and Revocstion
3
I,
.;1
,I
"
Settlor may by instrument in writing, aeliverea to the
Truste., (a) ,amend, modify or alter thie Agreement, in whOle or
in part, provided that the auties, powers and liability of, the
.
Trustee shall not be ohanged without its written oon8ent1 (b)
revoke thi8 Agreement in whOle or in partl provided, however,
"
tha~ the rights of Settlor under (a) and (b) shall not apply to
any aS88t8 added to the Trust by a per80n other than Set~lor,
Artiole VI, Litigation to Bnforoe POlioie8, COlleot Clnimb
The Tru8tee may in8titute any prooeedings at lew'or in
equity' in order to enforoe the payment of suoh polioies or the
colleotion of 8uoh property, and may do ,and perform any and all
otller ac:\1s and thing8 whiohmay be neoessary for the ,purpo8e of
ooUeaU!)g 8uoh property or any s'ums whioh" may ,be due and
payable under the term8 of eaid pOlioies, Trustee shall not,
exoept at its option, enter into or main~ain any litigation to
,
enforoe the payment of said polioie8, or colleot suoh property
until it 8hall have been indemnifiea to its satisfaotion, against
all expenses and liabiUtie8 to Which it may, in its juc!gment,
" ,
be subjeoted by any suohaotion on its part,
The Trustee is authorized,to oompromise and,adjustolaimll
arising out of the !nsuranoe pOlioies or any of them or other
property, upon suoh terms and oonditions as it may deem just,
and the deoision of the Trustee shall be binding and oonolusive
upon all persons end oorporations interested therein; all
without n~oe8s~ty for oourt approval,
4
f' I,:
Art;l.Ole VII Powerlil of TrusteEi
,
Exoept as, otherw~.e speotfioaUy provi\1ed herein, ,end in
addit~on to the power8 granted Trustee by law, all of whioh
shall be exerot.ed by Tru.tee'w~thout posttng bond 'or turniehl0g
surettes in thts or any ot~er jur:l.sdiot~on, the Trustee, _hall'
hold, and manage the fund, wh'en 1lI0 cOUeoted, together w~th suoh
other property aa'may be aoq\,1ind, during the exi8tenoe of th:l.a
Tru.t, all Ofwhtch satd proPerty wtll heretnafter be refer~d
to a8 the "Trusit Bliltatett, or' It Truet It satd term mean~ng the
pr~no~pal and ~ncome of any trust or trusts oreated here~n or ~n
Sohedule ItB" hereof, upon the f0110w~ng terms and oonditions and
,
w~th the follow~ng powers and author~tiesl
A. To retain all o~ any part of, the, trust ~n the fo~ ~n
which ~t was acqui,red as long as it deems advistAble,
B.
'l'ose~l, exohlmge, part~ti~m, lease, oPt~on, or
d~8pOS. of any property 9r part thereof; real or
wh~ohmay at any time form part of this Trust Estate
0:17 private ..le for such purposes and upon s,uch 'berms,
sales on oredit with or without seO\,1r~ty, ~n suoh
at such prices' as it may determine, ~nolud~ng the
otherwise
personal,
at,pub3.1o
inoluding
manner and
right ,to lease real estate for periods in exoess of five years
and for a termegpiring after the termination of any trust, and
inoluding the rtght ,to deal tn real estate venture. as a general
5
.
"
or 'Um1telS par~ne:r.,
In the event of a sale, .xohange,
ptrt1t10n, le.8e ,oropt;l.on of any of the prope7;1lY C)f th1s ~rust
Sstate, the~' shall be no 11ab111ty on the pa7;tof the p~~ohaser
;or
o~ li!uroha.eril
to .e.
to' the appu.oat1on o,f t~e pUX1oh.se, ,money,
hellS anlS d1sposelS of by suoh purohaser or
,
but the same shall be
'.. "
pu~ohaee:rs free anlS olear of .ny of
the prov1s10ns of any trust
oreatlllS ~el'8~Y'
,
,
I
O. To 1nve.t or reinvest the Trust e:state 1n any propertY,
,real or parsonal, of any k1nd or nature, 1nolUlS1ng stooks,
bonlSs, mortgages, other seour1t1es anlS oommon trust funlSs of
the, 'Corporate Trustee w;l.thout be1ng, 11J111telS' or rest doted to
1nvestments ,,",s now or may hereafter be presodbelS, for trustees,
by laW inoluIS1~~ the r1ght to aoqu1re, sell or ,retain stook in
the Corporate T7;ustee. My Trustee shall consult with Clifton B.
~olSgers, Jr. as to investments or estate alSmin1stration,
\
\
.,
D. To re\t1ster se,ou7;'1t:l.es in, ,its name as Trustee or in the
nam, of any nom1nee or to take and keep the same un~egisterelS
anlS reta;l.n them o~ any part thereof 1n such oonIS11:;l.on that th,ey'
,
w;l.1.l pas.,' by lSeU.very w1thout lSisClosing the faot that the,
", propertY' is hellS ;l.n a filSuc1ary oapao;l.ty'
S. TO make any loans, e:Lther securelS or unseaUrelS 1i\ such
amount./ upon suoh terms, 'at suoh t:ates of interest and to such
p.rsons/ firms, 'oorpo1:'at:l.one or the ex.outoror alSm;l.nistratoJ:' of
6
, "
"
"
S.ttlor's Satat. or the sstate of ,settlor'a spoua. w~tho~t
.1ntereat and w.1thout re.tmburaement for the purpolI. of the
,payment of taxe., debts aneS administration expens.s, proV.1d.d,
"hQwever, that any benefita from a quaUf1ecS '.inpl0Y~. ben.nt
, ,
plan r'Q..1vecS by the Trustee ahall not be US8cS for the payment
of .uoh texe., cSebt. or .xpDn~ea, .1f not inQlucSibl~ in SettlOr'.
gr088 estate for'fecSeral estate tax purp08e8'
P. To r.tain for rea80nabl. psr.1od8 the pr~noipal ~r
oorpua, or any part th.reo~ of this TrU8t Sstate in the form Qf
oaah,
G. To borrow money for any purpose on any terms ~n
oonneot1on with the adminietration of or investment in, assete of
this Trust Batate,. exeoute promissory notes or other oblig~tione
for the amounts so borrowed and 'seoure ,the payment of any
amounts so borrowed by mortgage or pledge of any real or
personal property whioh may at any time form, a part of this
Truet Bstate,
H. To vote any seourit1es' upon any proposition oreleotion '
et any meeting and to gran~ proxie~, disoreti~~ary or otherwise,
to join in orbeoome a part of any reorganization, readjustment,
,
merger, voting trust, ccnsolidation or exchange and to deposit
any suoh securities with any committee, ,depos.1tory, trustee or
otherwise and to payout of this Trust Bstate any fees, expenses
7
.
"
and a.....m.nt., 1rlc~rrad 1n connaot1on theraw1th and to c~~r;.
,
the .ame to pr1nd1pal cr 1nccme as Trustee may .a. f1t,tc
exerc1.. ccnvar.1cn, subscr1pt10n cr other r1ght., cr tc .ell 'or
,
abandcn .ucti' rights and to receiva and hold any.,new securities
i.sued .. a reault cf such reorganization, readjustment, merger,
.,:votillg t:L"US~, consl;I;L:l.dat1cm, exohange or exe:t,.cbe of
subscription, conversion or other rights, and generally tak.all
acticn in respect to any such eecurities as T:L"ustee might 'er
could do as abSOlute owner thereof, to vote aoy stock in ~he
corporate trustee,
I. In Trustee' 8 disoretion to alloQate to either principal'
,or income or between them any and all taxes (esPecially cap:l.t~:J.'
~a:l.ns taxe.>, ,O:L" receipts or expenses which T:L"Ustea may be
'~.quired to pay Oil behalf of this Trust ~stat., but in no event
sh~l1, ,the ,il.nceme Of any mad tal deduction t:L"ust c:L"eated herein
be reduced by the exerc1se of this power.
J. To div:l.de or 'distribute,' whenever it b required or
permitted, this Trust Estate and to meke such dividon or
distribution in kind or 1n money or partly in kind and partlY :l.n
'.j, ,. . . ,
money, and the ,judgment of the Trustee as to the value of ths
diff.ren't ! :i:l.tenls shall be conoludve and final upon the
bendioiar:l.e8,
K. To hOld and administer the trusts ore'ated hereby in one
"
a
, '
or mora oonso'iil;SaheS funeS. in whole or in part in ,whioh the
..parat8 trusts or funeSs shall have an uneS~vieSeeS int,erestl
L. Wo oompromiseclaims, on such terms aneS ooneSition8'..
Trustee, :Ln' Trustee's sole aneS elCclus:Lve :cU.ci'et:Lon, d.ems
approp7:Late w:Lthout obta:Ln:Lng gcurt approval thereof.
, M.To engage attorneys, :Lnvestment counsel, aooountant.,
agantsaneS such other persons as it may /;Seem aeSv:Lsable :Ln the
,adm:Lnistrat:Lon of' th:l.s Trust Ills'll ate aneS to make such payment
. - . - ,
therefor as :Lt may eSeem ,reasonable aneS to oharge the expenses
thereof' to :Lncome or principal as it may eSetermine and to
l;S~legate to suoh persons any eSiscreticn which it may deem
. ., I
proper. The Trustee shall not be liable for any neg;:Lg~noe,
Ohl:l.seioh or wrongeSo:\,ng of suoh counselor agents, prov:LCling
,
reasonable oare was exerciseeS in their seleot:l,onl
"N. "If the prinoipal of any trust is p,ayab1e to B person or
the (21) , 'I
persons uneSer age of twenty~one years, the Trustee
s/1811 oontinue the term of saieS trust as tosdd person or
,
persons \.IneSer the Ilge of twanty-one (21) years, unt:L1 he, IIhe or
, "
they attdn twenty-one (21') years of age, paying over'to said
'I,
person uneSer the age of twenty-one (21) years, ,or for their u~e
,(lnd benefit, the proportionate share of the net il'looma of saieS
tr~st,.
9
"
L'
p
O. No t1t18 in any T~ust 8ltate, or in the income aco~u1ng
the~.f~om, or in' ita aooumulation shall vest in any bsnefioiary,
and no benefio1ary "hall t:'avethe dghtor power ,to tran8fe~,
..lign/ .n~icipa1:., o~' enol.u1lber hil or het' ~,ntere8t i'n8aid
Trust ,B.tate,Qr in the inoorne thet.f~om, pdo~ to the ao~ua,l
,
distribution th.~eof by the Truste. to said benefio1ary.
Futther neither tha inoome nor the prino1pal of any Tru.t 8s1:a1:e
shall be l,1ab1e in any manner; in tt\. posseslion o,f the T~stee
for the ".bts, oontraoh, or engagements of any benef101an.
P. Should tha pr1noipal or 1noome or both of this or any
.. ,
'Trust be payable 'to any p.~son as to whom the Trustee has aotual
knowle!1;eof a oourt adjucUoat1on of inoompetenoy, or who the
Trustee dete~in.s, in the disoret1on ,of Trustee, is unabllli to
,
aot effeot1vely on his or her own behalf in finanoial mattere,
then T;ruotee ahaU have the right to use s\lOh prino1pa1 or
1noome to pay, to suoh b$nef1o:l.ary,'or for the benefit of such
be"'lIif1ahry, but nothing herein shall be deemea to impair' the
,.j
dl.l:ty of Trustee to pay inoome to Sett,lor' s ,pouse under any
,
trust hore:l.n quaUfy1ng for the madi:al deduotion (:if, ore,ated
herein), unless Settler's 'spouse is declated legally
, in<;lcmpetent.
Q. No trust oreatsdherein, or by eXeroise of a power of
appointment heuunder, shal1 o~ntinua for more thantwe~ty~one
(21) years aftsr the death of the 18st to die of settlor'lnCl the
10
" .
,,'
benef~c~a~ie. in being at thed8te of Settlor'. death. Any
property .t~ll held in t~ust at the expi~ation of that pe~lod
8hall inun.d:l.ately vest ~n and be d:l,,8t~ibuted to the pe~.on o~
per~on. then entitled to receive o~ ha~. the benefit, of the
income therefrom in thep~cJl3c~tlQns in wh~ch they are entitled
the~eto, or if. the1~ inte%1..ts are indefinite'i then in equal
ehar.., per stirpes.
.
..R. If at any time during the teX'l1t of th18 TruBt, Trustee
,
determine., ~n its sole discretion, that the CO~pUB of the Trust
ha8 Decome too small to ~e praoticable, or uneconomical to
oont~nue, then Trustee 'may distribute the corpus of ,the Trust
.-
estate to the then inoome beneficiary ,o~ beneficiaries in
accordanoe With the port~on8 of incpme to whioh eaCh benetici~ry
is entitled, or if such portions a~e not speoifically set forth
"
herein" then in such amounts as 'it deems appropriate.
,-;;-.
S. The word,s "oh11d, ch11d~en or issue or desoendants" all
used in this T~uet, shall inolude,adopted oh11dren anr.1 adopted
grandohildren, and ohil~ren ,o~ grandohildren born or adopted
a~ter' the date of this'Wrust, unless exp~essly stated to the
contrary'.
T. If
the TrUst Estate includes any interest whioh the
,
in a business at the time 'of Settlor's death,
, ,
same i8a 801e 'proprietorship, a partnership or a
Settlor had
whether the
"
11
. ,
\. I,'
cQrporation in which'Sett:l,cr oWne~ aU cr a subatanti_l pcrtion
of the 8toc~, the T~uatee ia authorized to ,continua said
~~.in.ss, without order of, oourt, until suoh time $8 ~t deems it
adviaable to .eU, l'iql.lidate or distribute the same :Ln kind.
Trl.latae "shall have aU rights and powers in connec1;:ion with .'aid
busin... as the Settlor had when livil'lg,:Lnoluding by way of'
example and not limitat:Loh, the pcwers to operate or ~o'in in the
operation thereof a8 ,a go:Lng ooncern, to form or re~fcrm a
general or limited partnership, to inoorporate or re~inoorpora~.
and to liqui'datB or 8ell the same or any part thereof, aU as it
deems advi8able for the best interests of the ~rust Bstate and'
,Of, the benefioiaries thereof ,without any liabili tyfcr loss
""
resulting from the operation of said,business except where suoh
loss is the result of grosS negligenoe or fraud on the part of
,the Tt'Ustee.
The Trustee shaU be entitled'to receive for its
services in ,oonneotion wi th said business, suoh addi t.ional '
,
oompensation as ,may be commensurate therew.ith.
/,
U" In exercising d.isoretionary powers granted to Trustee
und.~ ,this Trust, Trustee maY g.ive due regard to the aElsets and
inoom& of the p19nefioiary, other than assets and benef.its under "
any trust oreated hereunder.
'I.
V. All powers and authorities granted to Trustee hereunder
shall be fully exeroiaable by Trustee through and .inoluding
final distribution of asset. hereunder, even though the Trust
12
, if
"
.'
"
m.y h.v. t.rmLn.te4 ..rlLer.
.'
W.. TrUs~" mGf alloo.te assets. among the benefioiaries
,
(~nqluding any trust hereunder) without regard to the inoom. tax
basis of any suoh as.et..
'.';
X. Notwithstanding anything to the'oontraryp.r.tn qr in
"
Soh.du1:. "B" l'1.r,011,' no pow.r, authority ordisQr~l'bion given ,to
Trust.." hereunder or 1n Sohedule "B" hereof .ha11 b. oonstr\ted,
in, any manner ~hioh shall result in a disallow.noe of the
marital d.duction for an:( ,trust created for the beneU,\= of my
spouae, otherw1seeligib18 for the,mar;l.tal (1eduction, if otuted
hereunder, and any s,uch power or authority which is cons1;ruedto
have .uoh effeot is void, hereby revoked, and to no effeot, as
if ~ot set forth herein, in Trust.e's disoretion.
Y. TrUstee, in addition to all powers granted by law, is
hereby authorized to make such election in connection with
settlement. under employee benefit plans in which SettlOr has .n
interesta. Trustee deems most advantageous under all the
c.bicumstanoe. .
Z. The word "education" as use in this Trust shall mean and
inClude, bUt not be limited to ,primary, secondary, co11~giate
andlor post-g~~duatG education in privat~ or parochial sohcol,
college, trade school or graduate school. It is Settlor's
13
. ,
,
'.
J.ntenticll'l
" e.dl.\oation "
Ttl.\st.e.
in granting Trl.\~tee the' power to e~p'nd tunds for
that the word "eduolltion" blil J.nterpreted broadly by
AA. 'To p~rmit any benefio1ary or benef101ar1es to ooo~py
rent free any're.idenoe con8lt1tuting a part of theas,.ehot 8
tru~t for 8uohbenet101ary or benet1c1aries and to pay the real
,.tate ta~es thereon, expenses ot ma1ntain1ng .a1<1 re.1dence 1n
8u1tabl' repair and oond1tion and hazard 1nsuranoe preMium. on
the reddenoe, prov1ded, however, the Trustee sl1a11 ,notl.~.rcJ.e.
"
th1s power in any way whio11 would depr1ve Settlor's spouse of
',the benetJ.oial enjoyment ot Part "B" ,and such spouse sha11 have
,the rillht to U.m1 t, r8B,trict or terminate the Trustee's 'e~l!lrcJ.ee
ot,~hie!power' it 1t interfere. with suoh benefioial enjoyment.
i'
BB. r No person at any time aoting as a Trustee heteun~er
I
shall have any power or obligation to partioipate in any
disoret10nary: author1ty Settlor has given to T~ustee to pay the
1ncome or prin01pal to suoh person 'or tor h1. or her benet1t or
in reliet ot h1s, or her legal ob11911t1ons.
CO. Trustee:l:e d1reotedto oonsult 'w1th settlor's spouse'in
oonneot10n with any investment of the Trust.
"
l'. , 0"
DO. In making d1stribut1on of the estate hefeof, 'Trustee is
her.by granted the power to make 'non~pro rt,lta d:l.8tribution of
14
, ,
4,
, .
,..
"
Trustee llall
no suoh fee .oh8~u~e, then 8uoh oompensation shall
"
be re.sonab18.
~tiol' Xl Resignation or Removal of 'l'rustee
TrUst.. may r.sig~ by giving written notio, thereof to the,
Settlor/ if living, or if, s,ttlor i8 not living then to
\,
, Settlor's IIpaus.,' or, :l.f s8ttloX', II .pouse is not living/ by
notiqe ,to Sett:\.oX" s oh11dX'.n, ,even if thOse ohildr.n be minoX's/
speoifying! ',a dat., "not~.es than thirty (30) daye from the~a'l:e
of 'the notioe / on whioh Trust.e shall be de.m.~ to Jlsve
..
,rell1gn8d. ! Oponsuo" ~ate, TX'ustee shall be deemed to haVe
" I
resigned/ and upon delivaryof the a~sets of the Truet to the
suooessor c,orporate Trustee appoint.c:t as c:tesodbed ,below / shall
..
b. free of, any further duty to Settlor or the benefioiade. or
, '
the suooe.sor corporate Trustee hereunder,exoept for pest aots
.,
or oonc:tUot of Truste..
~ Suooessor corporate Trustee/ a
oorpoX'ation, 'bank or trust oompany/ qua1:Lfiec:t unc:ter the laWS of
, "
"
the 'COl\ll1lc:mw..a11:h of P.nhsy:\.vania or, t;he unihc:t states of Amedoa
Trustee shall be appointed as follOWS I
,
1. By SettlOX' / if the,nalive.
to aot as
;!
~. :If SettlO:!:' :l.s not then alive/ then Settlor'.
epoU..8hall lIele,ot the ",uqoessor corporate Trustee.
3. If neither Settlor ,nor Settlor's spous. are aliye,
then ,suoh sel\lotion ,shall be made by majodty vote of the "inoome
benefioiary or benefio:l.aX'ies of the trust/ who are twenty~one
(21) years of agear older.
16
i
I /'
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, '
" I
: i
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. '
Ii
U
I'
"
I;
I
I
I
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I
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i;
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of
"
I
,.
.,
'.
SCHBDULB "B"
PLAN 0' DISTRIBUTION OF ,TRUST BSTATB
OF OLI,TON B. RODGBRS UNDSR AGRBBMENT
DATBD , 1ge~
T~ustee shall divide the T;ust Bstate (inOluding but not
limited to any and all 'property reoeived by Trustee prior to
Settlo~'s death, under Settlor's Last Will and Testament,
p2!poeedlil of lile, insuranae, and aU other property ~oX'l11ing a
.
oorpus hereof, before the paYment of inheritanoe, estate or
.\,loo..don '\laxes, whether s\,loh ~a:Kesare paid from this trustor
any other sauro a ), into two (2) partljl, hereinafter aalled ,Part'
"A" 'and Part "a", in the fOUowing mannar, and to be held on the
fo11oWtng term. and oondi1;ions,1
A. Part "A" is an amount equal ,to the "Phase In ci'f Filing
Requirement AmOunt" set forth in the Int&rnelReven\,le Code,
Seption 6018(a)(3) applioabledur.:l,ng the year .:I,n wlli6h Settlor's
de 11th ooours.
All death taxes not paid from' any other source '
are ~erebydireoted to b~pa.:l,d O\,lt of this, sum. After 1986,
,
this sum, shall be Six Hundred Thousand DoUars ($600,OOO.qO).
hrt "A" ,shaU be held by Settlo~'s Trustee, on the terms
and oonditions as fOllows 1
1'. T;ustee"shall aooumulat,e the ,inoome from the trust for
and during the term o~ ,the trUst.
2. As m\,loh of the inQome, IlQcl.lmulated inoome and p~inoipalJ
of this trust ,as ~~u.toe, in Trustee's sole diso~etion may, from
time' to time think advisable for the support of Settlor's
22
'.
. I
.'.
"t,
epou.., end to ma:l.ntain the ,atandud of 'living ,to whioh ehe he,_
beoOm. aooustomed, and fo~ the suppo~t, maintenance, ocmfo~t and
eduoation of Settlo:l;"'S ohUdren, O~ thei~ issue,' c~ dlldng
illness or', emerge noli' of any cf them, mey ,be paid to them, bl/'
,
'r~ustee, or e;Lsa appUed di~ectlY fo~ thai~ benefit by '1':t1,l8te..
. . . . "
3. $ettlo~'s spbu.e shall have ~he right, at any time, an~
f~om time to time, to withd~awthe g~eate~ of Pive, 'rhouBand
DOllare ($5,000.00) o~ five per oent (5') of the then agg~egat.
value ,of prinoipal of the trUst by written notice to the'
Trustee, and the Trust shall terminate as to such amount
w:Lthc1rawn. This dght ahall be exeroisableannu\l.lly, and is not
oumulative.
"
4. Upon the' death of Settlor's spouse, Settlor'e spouse
ehall have the right, by express refe~ence hereto in her ~ast
W:Lll and Testament to eppoint this trust e.tate to and among
Settlor's ohildrenor their :Lssue:Ln such shares and 6n suoh
terms and' oond:Lt:Lpns as she shall so direot. '1'0 the e~tent
Settlor's spouse does not exeroi.e this power, Truste. shall
'divide the trust estate equally into, as many parts as there ara
oh!ldren 'of Settlor's, per stirpes. Saoh suoh part shall
thereafter be administered as a separate trust for the benefit
,/
of suoh'ohild or the issue of suoh ohild.
The Trustee shall hold the prinoipal and aocumulated or,
undistributed income of suoh separate trusts on tne following
terms and oonditionsl
(1) The Trustee shall aooumulate the inoome from the trust
23
I.
oi.i,t,....I',...~h ,",!;._
.'1 ' "
L ;' I '.
to. I W"
"
and during the term of the trust.
(2) As muoh of the inoome, aooumUlated inoome and prinoipal
of this trust as Trultee, in its sole aisoretion may, from time,
.
tClt~me;,th:l.nk advisable for the health, ,suPPQrt, mdntel1anoe,
oOmfort, travel' and eduoat:l.on, :l.nolud:l.ng bu.in... ne.d.' ,or
houling ne.d. of Settlor'. ,ohild for whom this aeparate trust
wa. o~eated'or i.sue or during :1.1111888 or emergency or any other
need. of suoh ohUc'., or ;l.&8ueshall be. ei theX' pa1dto ,them or any .
of them by' Truste., 'or els. applied direotly for their dWn
benefit, by Tru8~.', all with?ut the inteX'Ve~tionof a guard:l.an.
On the .death of a oh:l.ld of Settlor, the leplrate trUst shall
terminate and Trustee "hall distribute the inoome and prinoipal
"
of the Trust i:l.n equal shares, peJ;'ltirpes, 1;0" the then living
is.ue of said Oh:l.1d, sUbjeot to, Ar~iC1e VIX hereof, or if there
are nosuoh Uv:l.ng ;l.&8ue, ,then the iMome and prinoipal .hall be
d:l.vid..d ~ongst the then eXisting or theJ;'e1;ofore distributed
trusts oreated for Settlor's ,other ohildren, :l.n equal shares,
and shall ba adm!n:l.stered and distributed as if originally a
part of suoh separate trust or trusts.
I'
B. Part "13," shall consist of all the rest, residUe and
remainder of the Trust Estate.
Part 1'13" shall bo hald :l.n
,
-further trust by ~rustee on the following terms and oonditionsl
,
1. Settlor'slpouse shall be entitled to all of the :l.noome
24
.. ,
",j'l ,
. 't ~ .
from Part "B", payable :l.n quarterly or more, frequent
:Lnstallm.nts as she determ:l.nes.
2. Settlor's spouse shall have the r:l.ght to w1thdraw all or
a part of the prinoipal of this truet for any r.ason"at' any
t1m., by written not10. d1r80te<1 to TrUSt08. ABtoany amount
so withdrawn, this trust shall. terminate.
3. Truste. may use all or suohpart of.' the prinoipal for
the' benefit of Settlor's spouse, to maintain her standard,of
Uving or for her health, oomfort, support andmaintenanoe, ~s
Trustee determines.
4.' On the death of settlor's spouse this tru"t shall'
t.rminate and Trustee shall pay th.,aocumulated 1noome if any to
the .state of Settlor's' spouse, end the' prinoiplll to suoh
pe;r.-sons, ,:l.noluding tile estate of Sett;1.orls spouse, as Settlor's
spouse d:l.reots, alone and in all events, by speoif:l.c referenoe
,
hereto in her Last Will and Testament. To the extent Settlor's
spouse does not exeroise this general power of appointment, the
prinoipal r,ema:l.ning shall be held in further trust on the terms
and oond:l. t:l.on,CI set forth :l.n paragraph A. 4 ( 1) - (2) of th:l.s
Sohedule '''B''.
O. Trustee shall pa~ eny increase in federal estate or
inheritanoe taxes or sdm:l.nistration expensee in the est at. cf my
spcuse Qsused by the :Lnolusion of this Part "B" for tax purpoees
in the eetate of my spou",e, from principal of Part "B". Trustee
may rely upon a written statement from my spouReleekecutor as
to the amount of suoh tax or expense.
25
. "
" .
1#' II ..
.' I' ...
j',j
D. My spouse shsll have the, right to compel Trustee to
invest in inoome.produo~ng property, as to investments in Part
"uRu ,"
s. In the division ,of the Trust Istate, the Trustee shall
,have fUll power and the 801e disoretion to satisfy, this gift
wholly or partly in oash or kind and to seleot the Bssets whioh
shall oonstitute this gift I provided, that all property so
seleoted shall be valued at the value t~ereof
.
a. finally
determined for federal e.tate tax purposes I provided, further,
that the Trustee, in, order to implement this gift, shall
distribute to Part "B" assets, inoluding oash, having an
aggregate ,fair market value at the date or dates of distribution
fairly 'representative of the netappreoiation or depreoiation ~n
value to the date or dates of distribution of all property then
available for distribution.
F. In'the event Settlor's spouse and Settlor should die
'under oiroumstanoe.Whioh render the order of their deaths
..
unoertain,
for the purposes of this Trust it shall be
oonolusively presumed that ,Settlor's spouse survived Settlor"
,
In suoh event, however, (in lieu of the amount above speoified),
Part "B" shall oons;l.st of that amount (but no more) of tha
prinoipal he1d hereunder (without deduot;l.on for estate or
;l.oheritanoe ,taxes) whioh must be added to the value of all other
I
property for whioh the marital, deduotion ;1.8 allowed, in order to
give ~8ttlor's estate a marital deduotion whioh 'would reSUlt in
,."
26
"
.~~'
, 1990
THB COMMONWBALTHNATIONAL BANK
i' Ten South Market Square
P. O. Box 1010
Harrilburg, PA 17108
Rei Trust Agre.ment dated May 17, 1988
between 011fton B. Rodgere as Settlor and
The Oommonwealth Nat10nal Bank as TrustMe
,a.mtl.men I
Pursuant to the, r1ght. reserved to the under81gned under
Art101e V(a) of the above Trust, the under.1gn.d w1sh.s to and
doe. hereby amend the above Trust a. set forth here1n. ,
'In' all re.peot., other than tho.. spe01f10a~ly set forth
beloW, the terms and oondition. of the above Trust are ratified
and oonfirmed, 1n the1r ent1rety.
P..ragrClph A. (4) of Sohedule "B", "Plan of D:l.8tribuUon of
Truet Bstate of 011fton B. Rodger8 Under Agreement dClted May 17,
1988" is deleted 1n its ent:l.retyand the follow1ng is added in
its plaoel '
A. (4) ,Upon the death of Settlor' 8 spou8e, Sett19r' 8
spouse .hall have the right, by express ,referenoe hereto 1n
her L"stW111 and Te.tament to appoint th1s,tru8t e8tate to
and among Settlor's ohildren or the1r 188U. in suoh 8hares
and on suoh terms and oonditions as she shall 80 direct. To
the extent' Settlor,'s 8pouse does not, exeroise "\lllis power,
Truetee .hall divide thetru8t estate 1nto as many parts a.
there are ohildren of Settlor's, per stirpes, exoept that
there 'shall be ,allooated to .,oh part suoh amount as Trustee
determ1ne. w111 equalize' (to the extent possible) the net
inher1tanoe of eaoh of Settlor's four (4) ohildren from
Settlor'. estate/ this trust, Settlor's spouse's e.tate, and
,her tru8t, 'and llny trusts for the benefit of Settlor's
spouse and her issue. Baoh suoh part .hall thereafter be
administered e. a, separate trust for the benefit of suoh
ohild or the issue of suoh ohild.
P"
,
. The T~u.tee shall hold tpe prinoipal a~d aooumulated or
uqdistributed inoome of suoh separate 'truets on the
following terms and oonditionsl
(1) The ,Trustee shall aooumulate the income from the
1
11.11.91
Will PA
OB.14.9.7
21 91.066B
CUMBER~ANIl
101
EA;O~ni "a~lt'ad
().,IO, 00,
HAKa CHICK PAVAB~I ^ND RIMIT PAVMINT Tal
REGIBTBR OF WI~~S
OUMBER~AND CO CCURTHOUSE
CAR~18~E, FA 17013
CUT A~oNG THIS ~INI'" nll~AIN ~OWaR PORTION ~OR YOUR RICORDS......, ., ;
R1lV': lfjij".i'll'"lIlill'. r b1f:m" .illlYfai~\:Q .YNilil(ff lIlliSi .YAR.A ~~ )"'f.i1illiA'F"ALt'oWA 'N'6i.bif". ... ....".""....
DISAL~OWA OlaF DIDUOTIONS A D ASSIRS~INT OP TAX ,
UTATI OP WEIDA llERA~DINE E PILI NO. 21 91.0668 AON 101 DATI 11-17-g7
TAM RSTURN WAIl I X I ACCBPTBD AI flLBD I I oltANOBD
RISERVATION CONOIRNING PUTURI INTERE8T . 811 RIVIR81
APPRAISED VA~UE oP RET~RN BASIlD ONI ORIGINA~..RETURN
I. Raal I.taia Ilohadula A)
2. BtoClka and IClnda (IClhaduh 8) I
I. 010aaly Hald ItClClk/fartnar.hAp Intaraat IIClhadula C)
q. HClrtgaga./Hotaa Raoalvabla Ilohadula D)
I. cuh/Bank Dapodh/Hho, 'paraonal froparty (Sohadula II
6, JoAntlY Own,d proparty Iloh~dula f)
7. Tranafara Ilohadul, 01
I. Total A.uh
APPROVID DIDUOTlON8 AND IXEMPTloN81 ,
9, funaral IMpanau/Ad". Coah/Hho, IMpan... ,80h.dula HI (9)
10, Dabh/Hortgaga LAabU1Uu/Llana I'Soh.dula 1) IUI ~23 - 73
11. Total Daduotlona 1111 A.I.QQ.4A
12. Nat Valua of T'M Ratur" IUl 27,315.53
11. Charltabla/Oovarn"anhl laquuh, Non.ahotad 9111 Truah Ilohadula Jl Ill) ,00
lQ. Nat Valu. of BatataSubiaot to TaM ' I1ql 27,313,53
NOTI. If an aeaQeQman~ wac iQeUDd~rav4DUI~YI ~4nae ~~L ~a and/ar' ~6, 17,~nd 10 U4~,~
,reneot f;l.gur.. thllt 4nclud. th. total of &.b.I.. rnurne ......ed to dete.,
A88EI8MaNT OP TAXI
lB. A"ount of LAna lq at Ipouaal rata 1111
16. A"ount of Llna lq taMabla at LAnaal/Cla.a A raia " (16)
17, A"ount of Llna lQ taMabla at Collataral/Claaa I rata (17)
18, Prlnolpal TaM Dua
TAX OREDnSI
PAVHBNT
DATI
BURBAU Cf INDIVIDUAL TAkB.
IHlItRIlAHCE lAM DIVlIIOM
bU", 110601
II~RaI"IJ1!O/ PA 11111-0601
uumlutlWlllIl.llt u" I'UIltHln V III U/\
DIPARTHENT of REVINUI
NDTlCB Of INItBRIlANce TAk
ArPRAlIfiHHNr, ALI.OWANCB OR D18AU.OWANCI
or DBQUCTION. AND AIIBIIHHNr Of TAk
GRBGORV M'KERWIN
4246 RT 209
E~IZADETHV1Ll.B
DATI
UTATI OP
PAll OP DIATH
PILI NUMlIlR
OOUNTV
ACN
I'A 17023
11)
(2)
IS)
(4)
II)
C61
m
.00
92.89
.00
;'00
320.22
35di99.90
tOO
ISl
8,376,76
,00 M ,00.
27,313,93 K ,06.
/00 M . IS.
I,J18)
.)1./
r" ;'
RaDURT
NUHbaR
DUCOUNT 1+)
INTBRIIT/PBN PAID (.)
71;'1'1
AHOUNT PAID
PAVMENT MUST BE MAbU BV 02-19.98M,
TOTAL TA~ ORIDIT
BA~ANCI OF TAX, DUI I'
INTIRIST AND PIN.
TOTAL DUI
*'
UNUI..m,"."1
GERA~DINE U
NOT I 1 ,To lriaura propar
oradlt io '~o~r aoopuni,
aUb"lt tha uppar portlC1n
of ttlh' forI! "1\h ~ou"
t.~,pa~"ant,
36,013',01
,00
1,6118,81
.00
1,638,81
, ;
I
Li
, '
1,'128,81
21 0 100
,00
21 0,00
. If PAID AfTBR OATB INDICATBD, lEI RBVBRBB
fOR CALCULATION or ADDITIONAL INTERB8T,
If TorAL DUI II LBIS TitAN tl, NO PAVHINT II RIQUIRBD,
1f TOTAL DUB 11 RBHECTBD AI A "CRBDn" ICRI/ VOU HAV 8B DUI
A RBfUND. IU RBVBRII SlOB Of, TItU fORH fOR INSTRUCTIONS.>>
11-17"97
WEIDA
05-14-97
21 97 - 0669
CUMBERLAND
101
L^i1Q~nt RomlHod J
HAKB OHIOK PAVA.LI AND RIHXT PAYHBHT TOI
REGISTER or WILLS
CUMBERLAND CO OOUR~~ouse
CAR~ISLE, PA '17013
OUTAIoONG TH%8 IoXNI . RITAz.t!. IoOI/IR PORTION POR ,YOUR RIOORDB ....'
il'W: laW " i'll'-A PP- - r ~'9-:m" -NoVi Or -oR,- i'N"~ ilfffAlloi - i'i-X-Aji~~A-i i ilfiAr;-A L~-oQ~,'N'oi "b'R-. -. - - - -".. - - - -""
, , DxsALl.OWANOI OP DIDUOTIO~SAND ABBI,8SMBNT OF TAX
!!.TATI op" WEIDA GERALDINE E PIl.I NO. 21 97-0669 MN 101 DAtI 11-17-97
APPROVBD DBDUCTIONB AND IXBMPTIONBI
9~ Puna,.ol SXpon.o./Adm ,CQ.h/HhG, bpo"u. I BGhodulo HI 191
10, Dobh/HQrtgoso LhbI1Uh./Llo,n. (Boho,Mo I) 110'1 323,13
11, TQtol D.dUQHQn." 1111
12 , Not ,yo1uo Qf To~ Roturn (18)
11,' ChorUobh/oQVornmontol BoquuhJ N~n-01oQhd ,9111 Tru.h (SQhodulo JI (11)
14, N'\ YnluoQf S.tot. SubJoQt tQ T..' (14)
I -- '- ,
NO,,!,I, ,I, "',lln ...,',..."'.nt WllI iI.u.d preV:Lciu',lYI Un.. 14/18 anll/or 16, 17 and 111 WUl
, r..,.l.at .,.:Lgur.. that :LnalU~' the tqtll a"'~ r.~urn. a......d ta d.t..
ASBlSBHBNT ,OP TAX., '
, 11, AmQ~ntQfLIH',14 .t Ipouul r.t. (11) :00 K ,00. ,00
161' AmQunt Qf, Llna ,14 to~.bh at Lln',.l/Clo.. A ~Itl 1161 27 . 313.93 x' 0,6. I. 63B, Ill,
17, AmQunt af Llnl 14 hXlblo It CQUlhrll/Clu' 8 r.tl (17) ,00 x' lB. ,00
18;Prlnolpl1,ToxDu' ' (18) 1.63B,81
TAX CRBDITsa '
PAYMSNT
DATS
Iff.-/96.,s"
BUREAU OF INOIYIOUAL TAKED
IHt1I:RllAHCC lAM UIYIaIOH
DePT. UOI,OI
IIARRIIDURO, PA 11111-0601
OOMMONWBAl.TH OP PINNSYLVANIA
DIPARTHBNT OP RIVINUI
NOTICS or INIIERlTANCD TAK
APPRAIBEI1ENT. ALLOWANCS OR DlBAUOWANCE
OF DEDUCTIONS AND ABBSSBMENT OF TAx
GREGORY,M KERWIN
4246 RT 209
ELUABETHVHLE,
DATil
ISTATI OP
DATI OF DIATH
PlloB NUHBIR
,COUNTY
ACN
PA 17023
, TAM RBTURN WAS I I X I ACCEPTBD A8 FILSO
AISIRVAT%ON CCHOIRNING,PUTURB INTBRIST - BIll RIVIRBIl
APPRA,XflBD VAIoUB OP RIlT~RN ,BASlD ONI ORIGINAL RETURN
1, Rill B.toto, I Boh'dullA) ,
2. Btook. IndDQnd.ISQhldulo 01
5, Clo.olY Hlld BtoQkYPortnlr.nlp Inlorl.t IBohldulo C)
4, Horta.au/Notu Rloolv.blo ,ISoh'dul~ D),
I, Co.h/8Ink Dopo.lll/Hl.o, Plr.on.l Proplrty IBQhodul. B)
6,JolnilY Ownld ProPlrty 180hodulo F)
7,Tron'1.r. (Soh.dul1 0)
e, rotol Ao..i.
I ) CIIANOBO
III ,00
la) 92.89
Ul ;00
141' ,00
II) 320,22
(6) 3!L699.90
171 .00
/81
8.375,75'
RSCBIPT
NUM8BR
2
o I8CO\JllT (t)
INTSRBST/PBN PAID (-I
AMOUNT PAID
PAYMENT MUST BE MADE BV 02"19"98M,
TOTAl.'TAX OAIDIT
BALANOIO~ TAX DUB
INTBRBST AND PIN.
TOTAL DUB
(~
~*
UY'lh/,_mltt.t/I
GERALDINE E
NOTSI To In.ur. propor
~rldlt to y~Ur oQoount.
lubmlt Iho uPplr portion
Qf thll form w'lin your
hxpoymlnt.
36.013 ;01
R.i!QQ.6A
27 , 313,53
.00
21.313,53
1,428,81
'210,00
,00
210,00
" IF PAID AFTBR DATE tNDICATHD. SEB RBYERBS
FOR CALCULATION OF ADDITIONAL INTERBST,
I. IF TOTAL oua 18 LESS THAN U, NO PAYHENT IS RBQUIRBD,
, IF TOTAL DUS IB RSFLECTQD AB A "CRBon" ICRI, YOU MAY BS DUS
A REFUND, BES REVERSB BIns OF THIS FORH FOR INRTRUCTlONI. I
RUERYAIIOH,
PURPon OF
HOIICE'
PAYHEHT,
REFUHO (CR I,
OIJECIIOHII
AOH1H
IITRATlYE
CORRECTlOH.,
,OIlCOUHT,
PEHlnYI
IHTEREIT ,
I
1,/.
p'
()('j
Eft.,.. of d.OIdlnU dYing Ort or Ulfor, D,outi.r U, 1912 .. If anv future Int.r..' In 'hi lite'. II tr,ntf,rr.d
In pu.....lon or .nJov..nt to 011" . (Clolllt.rel) bln.f1ohrl" 0' thl dlGldl"t Iftlr thl uplraUon 0' any It'lt. far
life or for yltlr., 'hi COllllllonwlllth her,bY fllpr...'" rlterll.' thl right to IIppr"l.. and 1..1.. tra"',hr Inh.rltlnol flUlt.
t' thl lawful Cl... 8 (oolll',rlll r.t. on Iny 'lIeh 'utur. Int.r.."
To fulfill thl r.qUlrlMlntl of sutlon 2\400' Jh. Inherlt.nol and httt. talC Aot, Act 2l of 1"91. 171 P.I.
,SloUon '~40),
O,'loh thl toP porUon ~, thh Notlcl and IUbllllt wSth vour pftYlIl,nt ,\0 thl R,gllhr of ~f1U' prlnt.d ~n thl "v,r.. ,ld'l
"Hok. .hock or .on.. or~or PO~Oblo '01 REOISTBR OF HILLS, AGEHT
A r,'undo, I 'aM or_dU. Which 14.. no' rRqu..'"d 011 'he Tal( R"IJrn, IlII!lV b. r.q~..'ocl b~ coapl,Ung In "AppllClltlon
for A,fundo' P'tmlVlvl"hl Inhlrlta"a"a"d el'a'. YaK" IREY.U13l. AppllalHonl .r.'avelleblt.' 'h. O'flOI
(Jf 'hi R.gl"lr of With, any of thl U R.vt"u.Dh'rlo' Offlol., Qr bV Ulllng 'ho IPlolal U"haur
an,wlrlng .'rvlol "Ulblrtfar for.. ordlrlngl In'P,n"'Y'YI"II '''100.l6'..2010, outlldl PlnnlVlvanl, ~nd
within Iou' Harrisburg .rl.<<117) 781..109~, TOO' <1'7) 172"2212 Olurlnll hlPlllred OnIV).
Anv p.rtv In Interut no' tltI.flld wUh the appr.I..",I"t, "Hownna. or dlt~ltowanol of d.duotlonl, or ".......nt
of tlX Ilnaludlnudlloount or Intlrut) a. thow" on thlt Notlo. IIIlUlt obj,ot .,Uhln Ihctv (60) daVI of rlallpt 0'
thh NaHal b~l
"wr'''." prot..tto th. PA O'Plrtl.nt 0' A.lI.nuI, 1I0lrCl of ."'P",II, D.pt. UlOu,uarrhburT' flA "'RU.,IU1,
.....'.otlon to hlY' thl 1lI."er dlt.rilllln.d lit ludlt 0' th. lIooount (J' th. plrlOn,' r,prll",..t VI, 0
....pp..l to thl Orph.n~ I Cour t.
OR
,".tU" error. dllCloy".d un, thlt ........nt .hould b. addr....d In wr I Uno tOI PA O'Plr,.,"t 0' ",v.nuI,
lurllu of Indlvldu'l T'M", ATtNI POIt .u.....nt R.vl.w Unlt.,O.p,. 28060', tl~l"rltburg, PA 11"I.060a
Phon. 11171 711.6101. ,I.. p.gl I 0' 'hi boold.t l'lln"r\.lotlonl for Inlllrlhna.' laM Alturn for. AII'dlnt
,D.Clldlntfl IREy.nOl) for an IxplanlUQn 0' adlllnhtrlUYlaV aorrtohbll trror,.
If,II\Y t'M dUI I. paId within 'hi'" U1 all.ndllr lIIon'hl alt.r thl'd.atdlntl, d..'h, . f1vl p.ratnt ca:Odhaount 0'
'h. "MPIld h allowld.
Thl U~ tlM ..."..tv non.Plr,'o'p.tlon;Plnaltv It oOlpU'ld on 'h. tot.. q' the tit( IInd Int.r..t .......d, Ind not
paldblfort J.nulr~,I., 1'196, tht first daV,tf'er th. IInd 0' th. t.M allln,,'~ Pilrlod. Thl. non.pertlolp.tlon ,
p.n."~ " apPIII.b't In 'h"IU' ..nn.r and In \h. thl .... UIIII per loct III VIIU WDlIld app..l 'hi 'ax lln~ Inttr..'
thl' 1111 bit" .......d, a. Ind'OI'I" 0" 'hit notlu, -- ,
In"'"t It ClhlrO.d blolnn'nll with firs' d'~ of d.llnqulnaV, or nln. (9) lIIlon'hl lI"d a'll CI J dl" frail th. d"1 of
d..'h, to 1hl dl'l of PI".."t. t'll'tI which bloall, d.llnquln' b"lIr. JMulrv ., "al bur In'lrll' " 'ht rt't of
.IN UXl ptro.nt p.r IInnUII ollovlllt.d It .. ltall~ r.te 0' .000164. All hlClt which b,uI' d.lInqu.nt on ,.nd .fter
J,nuarv I, '9" .,111 bill. In'''''' ft' Ilrlltl'whleh will vorv fro" OIIi,"dll"v.tr '0 ullnd." Vllr wlth \hl' rI'l
."nounUd by;' (h. p" O,p.r'...n,' of RlyenY'. Thl .ppllCllblt Interll' ra'.. for 19&2 throu'Ih 1997 IIr~1
'LW tntln.t Rate b,l1v In'.r..' flletor xur Int.r..' Aate Dallv Intlr..t P'aa'or
I~II lOX .00OS4a 191/ OX .000141
19a1 I6X .00O~18 191601991 I\X ,000101
196\ \IX .000101 1991 9X .000141
1911 m .000116 1991-199\ IX .000192
1966 lOX .000110 1~91'1991 9X .000141
ulnt.rllt II 0I1oulatld .. follow'l
INTEREST . U~AHOB OF TAX UHPAID X HU"BBR Ofl O^YS DE~IHqUEHT K D^ILY IHTERBST F^DTDR
.-Anv Hotlo. It.Ule. aHlr the tlM blOo." d.lIiiQu.nt wUI rl"'o' In Intlr..' uloul.tlan'" ,lft..n ClU dlVl
blvond 'h. dl" of 'h. ........n'. If p.~.tln' I. lIad, .ft.r 'hi Int.r..' Go.pu'ltlon dltl .hown on th.
HOUO;I, eddlnonal Inhr..' IUI' b, o.loUI"'ld.
AAVIiINli
PII"h Ihl I.P p.,II.n .f Ihll H.II.1 ond "ub.1l .Ilh v.u, p.v.onl'lId. p.v.bll I. Ih. n," ond .dd'...'
A,lnl.d "" I"' "Y.... lid..
",_ II AllIDlHl \M!CIPIH1111<~, oh,ok 0' .on.v o,dor poV.bl. 1., R'llUTU Of IfILLS, AGINT,
__ 1f.lIOH-RUIDllNI UICIPIH1.1Il. oho.k or ..nov ordor p.vllll. I., COHHONlflALTH Of PINNSYLVANIA,
RlfUHO (CAli A "fund of 0 ,.. o,.dll, 'h,loh ... not "......',.d .n Ihl n. A'I.,n. ..v b. """"l.d bl oo..,lllIn. .n
"APPIl,,\Ion fo, Alfund of A.nn.vlyonlo Inh..ll.n.. ond I.illl 1..", (AI~'III1l, Ippll,.\lon..,. .YIIl.blo,.I
Ihlofflol .f I~ R.,lolo' of HIIII, onv of Ihl II AI.lnv. 01.,,10' Off'.11 0, f,..'Ih. Olp.,I,,"\'1 ,14-hoV'
on.MI,I". 1.,yl.1 nvob.,. fo, f."1 o,dl,ln,' In PlnnIVI.onl. 1-100-16..1010, .ul.ld.Ponolvl..nl.
ond .Ilhln 1...1H'r,lIbU" .". (~17) 717-0"1, 10PI (717) 771-UII lIl..,lng lopol"d onlyl.
AIAIV 101 Gullll..,1 ..,ordln, "'0" o.nlolnod .n Ihl. n.tt.. .M.ld b. .dd'....d ,., PI Olp.,IlIn\ .f A,..nv., ,'......
.f Indl.I~.I,l'.'" I11HI P..I A.......n' A..I.. Unll, P.pl, 110601, H."I.bu,.1 AA 17110-0001, phono
(717l 107-6101, '
;!
DlIQotJttl1 " 1/ onY I.. dUO II p.ld Hllhln Ih'" III o.hndor IDnlh. .lIor Ih' d.o.d.nl'. d..lh, · II.. p..oonl (lXl dho.unl
01 IhI I.. pold I. '11.wld.
PINAllY,
IN11A1111
lh. IIX ,.. _.IV'n.n.p.,II.lp.lI.n p.n.IIIJ. ,,,,,,,,I.d on Ih' '.111 .f Ih' '1M ond Inl.r.., .......dl .nd n.I
p.ld b.fo.. Jinu.rv' II, 1996, Ih. 11,.1 d.V ."., 'h. .nd .f Ih. I'. ..n..lY porl.d,
In'.,..' I. .ho"od b.,I""ln, Hllh fl,.ld'Y,.f d.llnqUon.~, ., nln. (,\;oonlh' ond .no (II d.V f,.' 'ho d.l. of
dlilh, ,. IhI d.I' Of p.v.....I, 1.....hl.h b..... d.II_' bofor. JonvorY I, 1'61 b.., Inl.,..I .1 IhI ",. .f
.1.14XI p..oonl P" ....... ,o.lovhl.d .1 . dom ,.1' of ,0001i4, All I.... .~I.h b.._ dilln.....nl .n ond.,I..
J....orYII 1m .111 b'.' Ihlor..' .1,' ,.1. whl.h Hl,l1 '''V f,.. ,o.l.nd., Y"',I. OIlond.,' 100' wllh \h., "I'
"""",,",,od bv ,lhI, PA n.p..I.on, .f R...nu., Tho appU..bll Inl"..I "1" f., \911 Ih,.uvh 1"1 0'"
Vllr Inl....I A'I" nollY Inlt,..I f.ol', Vllr lnt.r..' A.t. O.lIv Inll,'" f'olo,
-
1m lox ,001'40 1917 IX iOPOl47
'1911 io~ ,000110 1'61-1"1 IIX ,POOlOl
\.., IIX ,000101 1991 'x ,000147 ,<
1"1 m, ,000116 i 991-1991 7~ .000191
1916 10~ ' ,000174 1'''-I9IA ,~ ,000147
'<Inl""\ I. o.IOul.,~,.. f.llo~.i
IXTBRIIT 0 IALAHC~'Dr TAK,UXPAID K NUHBIR OF DAYS OBLINQUBNT K DAlLY INTBRBST FACTOR
""MY HaU.. I"v.d 0"" 'h. I.. b.o.... dillnqU.n' '111 ..fl.., on Inl....\..l..I.Il.n I. f1f1..n(UI d'"
btVond the ~.t. af thl ........nt' If p~y..~t 'I ..de .fttr th_ Int.r..t Qotputltlon dati .hown on tht
MoUOI, addlUonal Intlrl'" "It tit allouhtld, ;