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PETITION .'OR PROBA n~ and GRANT OF I,ETTERS
No. ._.d1':~.rJ!l~L:-{Jjp-9l.---
To:
E.!/a/e of ~r!r~_:R.,~JSF..eit.1l-~_-----.,
a/so know" as _n _____...__..~_ ...,-.-,..-.---'
____..,__....__.._..."'.'.."_.._..."'_ Register of Wills for the
. __~_.__..------'-, D,'ceased, County of ~..mY/IND In the
Socla/ SeCllrlty No. .__J.1A.".2lh.122.6----"...-..- CommonweAlth 01' Pennsylvania
The petition of thc nndmlgned rcspcClfully rcpresents that:
YDur petllloner(s}, who Is/are 18 ycars of agc or older an Ihe execu\.Q!: ----- named
In the last will of thc above decedent, dated __.....____ .__..,_____..____...-----llaCewhPr ?fi , 19.9.6...-
and codlcll(s) dated _nLa__..-,...-- ....,-...,..--."-.---
------~_._-_.~--_.._~~_..,-_......"._-~~.~...-_.-
-~-----~-~-_._-------_.~.__._....__._._-_.-
(stale relevant drctHIlSll\llCCS, c.~, renunciation. death (If executor, etc.)
~-----._~~-_.~.._~"....__.._~.---------
Decendent was dDmlclled at death in _,_._..Cumbe.r:land------..---- County, Pennsylvania, with
his last family or principal residence at ,_u....~aver Road. LoWE:l.r Allen Township,
f'1 ,mhAr 1 amL.courrt.:i,...l'fl1lnl"Y 1 "''In j a_
(list street, number and lIlunclpallty)
Decendent. then ,__.71L-_. years of age, dlcd August 5 , 19 97 -,
at HR.rri!=:.hllrg Hnr.l.pitJ\..l t Hrlrr'IRhllrg, f"L:=tllphin ('f)unry: PAnn!=:ylv~ni"" .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
IncDmpetent: _l'l2oe_ ----
Decendent at death Dwned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If nDt domiciled In Pa.) Personal prDperty In PenRsylvania
(If not domiciled In Pa.) Personal property in County
Value of real estate In Pennsylvania
situated as follows:
S 22.700.00
S 0.00
S 0.00
S 0.00
WHEREFORE, petltloner(s) respectfully request(s) the probale of the last will and cDdleil(s)
presented herewith and the grant of letters Testamentarv
(tcstamentluy; administration c.t.a.i administration d.b.n.c.l.l,)
theron.
}'" ")'
~'" ~~~J ~(~;~;
11 NeW Cumberland. PA
~e:
~o
1
Iii
17070
-.--
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }' S8
COUNTY OF nlMRERLAND
The petltioner(s) above-nanled swear(s} or Afflrm(s} that the statements in the foregoing petillon are
true and correct to Ihc best of the knowledge and belief of petltloner(s) and that as personal represen-
tatlve(s} of Ihe above decedent petltloner(s) will well and truly administer the estate according to IBW.
, . /-)/ '. / i I / -.;.-'
Sworn to or .afflrme.d and subscn~~d ~- r-;,lJ;J.....l "-, n M iL,~. S(1
bcfDre me this _..l5ih__..-_ ma o'{ Robert D. l<)itzer '!!
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BUBEAU Of INDIVIDUAL TAMES
INHERITANCE TAM DIVISION
DEP', ZID6Dl
HARRISBURG, Pi 11121.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
cL
*'
NOTICE OF INHERITANCE TAM
A~~BAISE"ENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESS"ENT OF TAM
U...IIU U'" In..''
LOWELL R GATES ESQ
GATES . ASSOCIATES
1013 MUMMA RD STE 100
LEMOYNE PA 17043
DATE
UTATE OF
DATE OF DIATH
FILE NUMBER
COUNTY
ACN
03-09-98
KREITZER
08-05-97
21 97-0691
CUMBERLAND
101
AlIOunt B..I H.d
ANDREW
R
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUS~
CARLISLE. PA 11013
CUT ALONG THIS LINE ~ RITA IN LOWER PORTION FOR YOUR RECORDS ~
itiV:i5W-iX"Aiiji-iii9:i7Y-Niificr"OP-YNHiiiii'ANCi"YA'i1"APPiiA"iiiHiilr;-ALi-ciiiANci-oli----" ""---- "-----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KREITZER ANDREW R FILE NO.21 91-0691 ACN 101 DATI 03-09-98
TAM RETURN WAS. (X I ACCE~TED AS FILED
( ) CHAHOED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I. B..l E.t.t. (SchedUl. Al
Z. stock. _ _. (Soh.....l. II
S. Clo..ly Keld Sto.k/~.rtner.hlp Int.r..t (Soh.dul. CI
4. I1ort_./Not.. R.o.lv_l. (Sohedul. 01
S. C.ohll_ Ilepoolb/"ho. ~.r.onel ~rOl>.rty (Sch.dul. EI
6. Jointly OWned ~roperty (Schedul. fl
7. Tron.f.r. (Schedul. 01
I. Tot.1 A...t.
NOTE I To Inlur. proper
credit to ~our acoount,
.ub.lt the upper portion
of thl. for. with your
te. p.YMent.
.00
.00
.00
.00
40.583.83
3.890.05
118.191.02
tll
III
(ZI
(51
(41
(51
(61
(71
162.664.90
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral EMpen.../Ao.. Coatl/HiIC. EMP.n... (Sehedul. H)
10. Debt./Nert.... LI_llltl../Llen. (Sch.duI. II
11. Tot.l Deduction.
IZ. Met V.l... of T.. B.turn
15. CherH_l./Go..rNlent.l ~.hl Hen-.lect.d 9115 Tru.h
14. Met V.l'" of E.tet. Subject to T..
19,592.11
(91
1I01
10.992.11
(111
IIZI
(151
1141
1n.IiA4 '2
132.080.68
.00
132,080.68
(Schedul. J I
If .n ........nt w.. i..u.d pr.viou.1Y, lin.. 14. 15 .nd/or 16. 17 and 18 will
rlfl.ct figur.. that includ. the tot.l of ~ r.turn. .......d to dat..
ASSESSMENT OF TAXI
IS. _t of Line 14 .t Spou.el r.t.
16. Aoount of Line 14 t..obl. .t Llne.I/Cl... A r.t.
17. Aoount of Line 14 t..obl. .t CoII.t.r.I/CI... I r.t.
II. ~rlnclp.l T.. Duo
TAX CREDITS I
~AY"ENT
DATE
11- 05-9
NOTE I
(ISI .00 M'OO.
11" 132.080.68 M' 06.
1I71 .00 M .15.
-
(III
.00
7,924.84
.00
1,924.84_
RECEl~T
NUIlIIEB
AA242433
DISCOUIlT (+l
lNTEREST/~EN ~AID (-I
396.24
7,528.60
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,924.84
.00
.00
.00
. If PAlO AfTU DATE INDICATED, SeE REVEIlSE
PDB CALCULATION Of ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN '1, NO ~AY"ENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CBI, YOU NAY IE DUE
A REf UNO. SEE BEVEBSE SIDE Of THIS fORM fOB INSTBUCTIDNI.I
oQ
r
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,0
MIPY_nOth E.tlt" of Melt,den" dvlnt on or blfor. o.c..., 11, 1..2 ..- If In>> - future In,.,..t In the ,.t.,. ,. ,ren.'",r_
In po.....lon or InjD~t to Cl'" . (00111',reJ) blneftol,r.e. of tht dlcedent .ft,r the IMplrt'Jon of 8nY ..t.,. ,for
11f. or for ~r', t~ c~.lth hlrlby expr...ly ,...rv.. the right to."ral.. .nd ...... ',lntf.r tnhtrlt~. TIM"
.t the l,-'ul c1... . (0011",r,1) r.t_ on Iny .uch twturt lnt.r..t.
PUIlPOIE OF
NOnCE. To '"UUI thlt r....lr...nts of S~tlon lUG of tM InhlIrltMCII Md E,t,t, hie Act, Act 21 of 1995. (12 P,S.
haU", 9140).
PAvtEMT, o.tlGh the top portion of thit Notice Wld lubIIlt Mith vour ptyant to the Regist.r 0' Nll1t printed on the rIYlr'. .Ide.
__....... aMok or .oney or.r ptVllbl, tot REGISTER OF tfILU, AGENT
REFUND (aUI II r,ft.nI 0' . tu ClrecUt, which we. not ,..,..t.. on the Tile R.turn, nil' be roqu..tld by oOllpltUnt M "Application
for R.fund of Penn,,,lv.,,., lnn.rltlnCl end Est,,_ Tu" (REV~Un). Appllc.Unn. .r. .v.UIlb1. .t the Offic.
of the R..I.t.r of Will., WlY of thl 25 A.venue Ol.trlct Offlc.., or by oolllng tt. ,pecl.l 2.~hoUr
.n...rl"l ..rvlc. ~.r. for for.. orderlngr In Penn.ylv-nl. 1-100-562-2050, out,JdI Penn.ylv-nl. end
vlthln lOCI. Herrllburg .r.. (717) 717-1094, TDD' (717) 772-2l5l (~.rlnt I.,.lred Only).
OI.Jf:CTlOMS~ Any p.rty In Int.r..t not ..U.fled with tM 'PP".l..-nt, .UovWtO. or dll.UovlnCl' of d.ctucrUOft., or ..........t
of tlM (InGludlnt dl.count or Intata.t) I' .hown ~ thl. Notlca .ust object within sixty (60J d.y. of racalpt of
thh NoUe' bYI
-~wrltt'" prota.t to the PA Dep.rt,,"t of R.venue, ao.rd of ""11', Dept. 211021, Herrl~t., PA 17IZI-1021, OR
....IMtS," to haYe the ..tt.r eMt.r.lned .t eud1t of the MC....,t of ttt. ,.....onal r.pr.....t.Uv., OR
u.....l to thl Orphan.' Court.
AlliUM
IITRATlVE
CORRECTlONS1
'MtuIll .rrore dlNOy.rad on thlt ........"t shoUld be Iddr...1Id In ..rlUng tOI PA o.p.rt....t of R.venut,
luraeu of Indlyl~1 Tlx", ATTNI po.t A...."'"t R.yl~ unit, Dept. 210601, Harrllburg, PA 11121-0601
Phone (111) 7.,.'SOS. ...,... S of ttt. bookl.t "In.tructlon. for Inherltanc. T.x R.'urn for. R..ldent
OIcldlnt" (REV-IS01) for an 'MPlenatlon of adalnl.tr.tlvl1Y correctable .rror..
PENAL TV I
If Will tal( due II ,.Id within thr.. CU c.landlr ....th. aft.r the .......t.. ..th, .flv. parclnt (IX) discount of
the tlM p.'d I. .llowed.
TN 15% tu ......ty non-plrtlolpltton penaltY II cOlPUtld on thl total of the tlX IIIId Inter..t ......ad, and not
p.ld blfore January II, 1996, thl flr.t day .ft.r thl end of thl tlX .-nesty ~rlod. Thl. non~p.rtl~lp.tlon
panalty II ."..1....1. In tM .... .anMr and In the thII ... U.. p'rlod .. you would epp..l thl t.x and Int.r..t
that he. been ......... II Inclloated on this notl_.
DIItOUNTI
1NTtR!1T1
Int.r..t II charted beglmlng with flr.t dey of delinquency, "r nine (9) ...,th. 1InCi one (1) day frOll the d.t. Qf
..~, to the dat. of P.~t. Taxa. Which beO_ .11,",,*,t bIIfor' January 1, 1912 bI.t lnt.r..t .t the r.t. of
.SM ('~) INrc,"t par ~ c.lcul.tad .t . dalh rat. of .000164. All t.x" which bac... ctallnquant on and .ft.r
Jllnytry 1, 1..2 wtll bier tnt.re.t .t . rat. which Nlll very frOll c.lendar y..r to cIJand.r y..r ..Ith thlt r.t.
announced by the PA o.,art.ent of R.venut. The .,,11clblt int.r..t r.t.. for l~'Z through 1"1 .r.t
'!Dr lnt.r..t lII.t. hlh Inter..t Factor !!!! Int.r..t Rat. Dallv Int.r..t F.otor
'HZ ZOX .000"1 ,917 'X .0002'"
I9IS '0 .000.,. ,.....,", IIX .000501
IM4 IIX .000501 ,"Z OX .000247
I'U lSX .000SSi 19t5~1"" 7X .00al9Z
.... lOX .ooon. '1"'-1"1 'X .000247
--Intar..t I. calculated .. follo.-l1
DlTEUIT . 'ALANCE OF TAlC UllPAlD X NUIlIEI OF DAY' DELINQUENT X DAILY INTEllElT FACTOR
--Any Notlo. ...uId Ifter the t.x bee... eMlI,...t ..Ill ren..t an Intlr..t ollcul.t1on '0 flftHft CIS) dill'
bellond the d.t. 'of the .....lIIIIIt. If P'YIlIr\t II ... aft.r the Int.r..t ClOllpUt.Uon dat. .hoNn on thl
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','
!:!AS'l' WILL AND 1,ESTM!.m
O~
ANDREW R. KRBJTZER
I, ANDREW R. KREITZER, now of 1'/ Beaver Road, Camp Hill,
Cumberland County, Pennsylvania, 1'1011, do publiSh and dec lare
this to be my Last will and Testament, hereby revoking all other
prior wills and codicils made by me.
FIRST I Familv Back9round and Appointment of Executor.
(A) Family and Backqround Informatio~. I am a widower, my
wife, DOROTHY KREITZER, having passed away on July 31, 1990. I
have one (l) son, ROBERT D. KREITZER. Throughout this Will,
ROBERT D. KREITZER, wi II be ref erred to as "my chi ld" . The word
II issue" will include my child as well as my other descendants.
(B) Appointment of Executor. I appoint as my Executor and
successor Executor (all hereinafter referred to as Executor or
Executor[sl) under this will, the following named persons to
serve without bond and without being required to account to any
Court:
Executor: My son, ROBERT D. KREITZER.
Successor Execlltor: My daughter-in-law,
SHARON LEE KREITZER.
SECOND: Funeral and ~ast Illness EXDenses/ Taxes.
(A) Expenses of Funeral and Last Illness. I direct my
Executor to pay my funeral expenses and the expenses of my last
illness from my estate.
(B) Taxes. I direct my Executor to pay any and all estate,
inherltance, succession, legacy, transfer and other death taxes
or duties, by whatever name called, inCluding any and all
interest and penalties thereon, in~osed under the laws of any
jurisdiction by reason of my death, upon or with respect to any
and all property included in my gross estate for the purpose of
such taxes, whether such property passes under or outside of this
Will, out of my residuary estate, without being prorated or
apportioned among or charged against the respective devises,
le~a ~e~~~iciaries, transferees, or other recipients of any
Ec pI' ett, 0 charged against any property passing or which
m \e asse.o any of them. The Executor shall not be
, ),^" J
~1JtIf/
/ . c~
~llT WILL Mill T!STAM~
Q!
ANDRBW R. KRBITZBR
- PAGE 2_
entitled to reimbursen\ont for any portion of ilny such taxes from
any such person.
THIRD: ~anqib18 personal ,property. gxcept for t.hose items
excluded beloW and thOSll items onumoratod in the L,etter of
Instruction, I bequeath to my child, ROBERT D. KREITZeR, living
at thf) time of my death, all tangiblo penwnal property,
including but. not limited to clothing, :jewelry, heirlooms,
furni ture, personal effects, motor vehicles, and all other
similar articles, which I own, and t.he insurance thereon. If my
child does not survive me by s ixt.y (60) days, I leave such
tangible personal property to the issue of my child, per stirpes.
Should my child be deceased without any issue, I leave such
tangible personal property to my daughter-in-law, SHARON LEE
KREITZER. If there is any disagreement as to distribut.ion, I
dlrect my executor to make such distribution. The decision of my
executor shall be final and binding. Any items not selected may
be sold at the sole discretion of my executor and, if sold, the
net proceeds therefrom shall be added to the residue of my
estate. Tangible personal property shall not include: (1) any
and all property used by me in any business, (2) cash on hand or
on deposlt in banks, (3) stock or securities, (4) any type of
evidence of indebtedness, and (5) any life, health or accident
insurance policies.
Notwithstanding any other provisions ln this Artlcle THIRD,
I may leave a separate, dated and unsigned Letter of Instruction,
which I shall place with my Will, containlng directions as to the
ultimate disposition of certain of the property bequeathed under
this Article THIRD, and such Letter of Instruction shall
determine the distribution of such items.
FOURTH: Residuary Gifts. I give, devise and bequeath all
the rest, residue and remainder of my estate, of every kind and
character, real, personal and mixed, tangible and intangible, and
wherever situated, inCluding any lapsed or renounced legacies or
devises (and including any property over which I may have a power
of appointment), to my child, ROBERT D. KREITZER, per stirpes.
Should my child predecease me, leaving no issue, I devise and
bequeath any portlon of my estate remaining to my daughter-in-
law, SHARON LBE KREITZER.
(G) Distributions Durina Administration. prior to final
distribution of my estate, the Executor, in his discretion, may
make partial distri.butions to one or more beneficiaries or
d/JtJ
~C_
[\ \
~
/
(-~
LAST WILL AND TBSTAMENT
OF
ANDRBW R. KRBITZBR
PAGBJ
TrustS. As a consequence, the Executorship and any 'l'rusts
created under this Will may exist contemporaneously. A
distribution may be made subject to any indebtedness or liability
of my estate.
FIFTH I S'Dsndthrift provisi.on. No beneficiary shall have
the power to anticipate, encumber or transfer his or her interest
in the estate in any manner other than by the valid exercise of a
power of appointment. No part of the estate shall be liable for
or charged with any debts, contracts, liabilities or torts of a
beneficiary or subj ect to sei zure or other process by any
creditor of a beneficiary.
SIXTH I powers of Executor. In addition to the powers and
duties as may have been granted elsewhere in this Wl1l, but
subject to any limitations stated elsewhere in this Will, the
Executor shall have and exercise exclusive management and control
of the Estate and shall be vested with the following specifiC
powers and discretion, in addition to the powers as may be
generally conferred from time to time upon him by law:
(A) In the management, care and disposition of the Estate,
the Executor shall have the power to do all things and to execute
Buch deeds and instruments as may be deemed necessary or proper,
inCluding the following powers, all of which may be exercised
without order of or report to any Court:
(1) To sell, exchange or otherwise dispose of any
property, real, personal or mlxed, at any time held or
acquired hereunder, at publiC or private sale, for cash
or on terms, without advertisement, including the right
to lease for any term notwithstanding the period of the
Estate, and to grant options, inCluding any option for
a period beyond the duration of the Estate.
(2) To invest all monies in such stocks, bonds,
securities, mortgages, notes, choses in action, real
estate or improvements thereon, and any other property
as the Executor may deem best, without regard to any
law now or hereafter enforced limiting investments of
fiduciaries.
(3) To retain for investment any property
deposited with the Executor hereunder.
-ft~
d'(.9-
% t\
LAST WILL AND TESTAMENT
OF --
ANDREW R:-KREITZER
PAGE 4_
(4) '1'0 vote in person or by proxy any corporate
st.ook or other security and to agree to or take any
other adtion in regard to any reorganization, merger,
!consol ida tIon, liqulda t1on, bankruptcy or other
procedure or proceedings affecting any stock, bond,
note or other security.
(5) To use attorneys, real estate brokers,
accountants and other agents, if Buch employment is
deemed necessary or desirable, and to pay reasonable
oompensation for their services.
(6) To compromise, settle or adjust any claim or
demand by or against the Estate and to agree to any
resdssion or modification of any contract or agreement
affecting the Estate.
(7) To renew any indebtedness, as well as to
borrow money, and to secure the same by mortgaging,
pledging or conveying any property of the Estate,
including the power to borrow at a reasonable rate of
interest.
(8) To retain and carryon any business in which
the Estate may acquire an interest, to acquire
additional lnterest in any such business, to agree to
the liquidation in kind of any corporation in which the
Estate may have an interest and to carryon the
businsss thereof, to join with other owners in
adopting any form of management for any business or
property in which the Estate may have an interest, to
become or remain a partner, general or limited, in
regard to any such business or property and to hold the
stock or other securities as an investment, and to
employ agents and confer on them authority to manage
and operate the business, property or corporation,
without liability for the acts of such agent or for any
loss, liabili ty or indebtedness of such business if the
management is selected or retained with reasonable
care.
(9) To register any stock, bond or other security
in the name of a nominee, without the addition of words
indicating that such security is held in a fiduciary
capaoity, but accurate records shall be maintained
(\ ,~
.;,
LAST WILL AND TESTAMENT
OF
ANDRBWR~KREITZER
PAGE 5
Showing that such security is a Estat~l asset and the
Executor shall be responsible for the acts of such
nominee.
(B) Whenever t.he Executor is dlrected to distribute any
Estate assets in fee simple to a person who is then under twenty-
five (25) years of age, the Executor shall be authorized to hold
such property in Trust for such person untU he/she becomes
twenty-five (25) years of age, and in the meantime shall use such
part of the income and the principal of the Estate as the
Executor may deem necessary to provide for the proper support and
education of such person. If such person should die before
becoming twenty-five (25) years of age, the property then
remaining in trust shall be distributed to the personal
representative of such person's estate.
(0) In making distributions from the Estate to or for the
benefit of any minor or other person under a legal disabUity,
the Executor need not require the appointment of a guardian, but
shall be authorized to payor deliver the same to the custodian
of such person, to payor dellver the same to such person without
the intervention of a guardian, to payor deliver the same to a
legal guardian of such person if one has already been appointed,
or to use the same for the benefit of such person.
(D) In the disbursement of the Estate and any division into
separate trusts or shares, the Executor shall be authorized to
make the distribution and division in money or in kind, or both,
regardless of the basis for income tax purposes of any property
distributed or divided in kind, and the distribution and division
made and the values established by the Executor shall be binding
and conclusive on all persons taking hereunder. The Executor may
in making such distribution or division allot undivided interests
in the same property to several trusts or shares.
(E) The Executor shall have discretion to determine whether
items should be charged or credited to income or principal or
allocated between income and principal as the Executor may deem
equitable and fair under all circumstances, inCluding the power
to amortize or fail to amortize any part or all of any premium or
discount, to treat any part. or all of the profit resulting from
the maturity or sale of any asset, whether purchased at a premium
or at a discount, as income or principal or apportion the s,ame
between income and principal, to apportion the sales price of any
asset between income and principal, to treat any dividend or
. ~
LAST WI~L AND TBSTAMENT
OF
ANDRBW R. KRBITZBR
PAGB 6
other di.stribution of any investment as income or principal, or
apportion the same between income and principal, to charge any
expense against income or principal or apportion the same, and to
provide or fail to provide a reasonable reserve against
depreciation or obsolescence on any assets SUbject to
depreciation or obsolescence, all as the Executor may reasonably
deem equitable and just under all the clrcumstances.
(P) If at any time the total fair market value of the
assets of any trust established or to be established hereunder is
so small that the corporate Trustee's annual fee for
administering the trust would be equal to or less than the
minimum annual fee set forth in the Tru!ltee' s regularly published
fee schedule then, in effect, the Trustee in its discretion shall
be authorized to terminate such trust or to decide not to
establish such trust, and in such event the property then held in
or to be distributed to such trust shall be distributed to the
persons who are then or would be entitled to the income of such
trust. If the amount of income to be received by such persons is
to be determined ln the discretion of the Trustee, then the
Trustee shall distribute the property among such of the persons
to whom the Trustee is authorized to distribute income, and in
such proportions, as the Trustee in its discretion shall
determine.
(G) When the authority and power under this will ls vested
in two (2) or more Executors or Co-Executors, the authority and
power under this Will or granted by law shall be vested in, and
exercised by, each of the Executors individually or all of the
Executors jointly, such that each Executor may act independently,
or the Executors may act jointly, in the administration or under
the terms of the Will.
SBVENTH: Rights and Liabilities of Executor.
(A) No bond or other security shall be required of any
Executor.
(B) This instrument always shall be construed in favor of
the validity of any act or' omission by any Executor, and any
Executor shall not be liable for any act or omission except in
the case of gross negligence, bad faith or fraud. specifically,
in assessing the ropriety of any investment of the estate, the
overall performa ce of the ent,ire estate shall be taken into
account.
4--
I!f)V
-DL: c.-
'.
. ,
~~ST WILL AND T~STAM&NT
OF
ANDRBW R:-KRBITZBR
PAGB 7
(0) Each Executor shall be entItled to receive reasonable
compensation for servIces actually rendered to my estate, in an
amount the Executor normally and customarIly charges for
performing sim:l1ar servIces durIng the time which he/she performs
the services.
BIGHTHI Tax Blections. In determinIng the estate,
inheritance and income tax lIability relatIng to my Estate, the
Executor's decisIon as to all available tax electIons shall be
conclusive on all concerned. If the Executor joins with my
spouse in filing Income tax returns, or consentIng for gift. tax
purposes to having gifts made by either of us durIng my life
considered as having been made one-half by each of us, any
resulting liabilIty shall be borne by my EstatEl and my spouse in
such proportions as they may agree. In accordance with IRe
Section 2632(a) and wlthout regard to whether a Federal estate
tax return is actually filed, my Executor shall allocate so much
of the Federal Generation Skipping Transfer (GST) exemption
amount as will fully exempt any generation skIpping transfer
which may occur under this Will.
NINTH I Definitions and General Provisions.
(A) Survival. Any beneficiary, inClUding my spouse, who
dies within sixty (60) days after my death shall be considered
not to have survived me.
(8) Trust Estate. "Trust Estate" means all assets,
and wherever acquired, inCluding income, which may belong
Trust at any given time.
(C) Children. Except for discretionary distributions which
may be made unequally among a group of persons and distributions
pursuant to a valid exercise of a Power of Appointment, in making
a distribution to the children of any person, the property to be
distributed shall be divided into as many shares as there are
living children of the person and deceased children of the person
who left children who are then-living. Each living child shall
take one share and the share of each deceased child shall be
divided among his then-livlng descendants in the same manner. A
posthumous child shall be considered as living at the death of
his parent.
however
to a
,
,
)
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\'f.I.ll ~se
otherwise stated, all references in my
ter numbers are to those of the Interna1
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RESIDENT DECEDENT POVER~,!EDIT_I~C~!~____._
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IHI'AlIIMI NI ,,' "I VI N\l1 21 1 '197 0691
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DECEDENT SOciALSE~YNUM8ERIDATE()TDEi\lfl-ToATi:OI'BI11111 ('imp IIi 11 , PA 17011
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(Attach copy 01 Will) (AII<1ch copy 01 Tllwl)
HECAPIT -
ULA TION
ALL CORAES~DENCe AND OOf>lFlDENTIAL TAX 1!l!ORMATI~~D ~~Dlfi~~o:__
NAME COMPLETE MAIL1~I(; ADDRESS
lDWell R. Gates, Esqnire (J.cltes & ASscx:~iate!l, P.C.
TELEPHONE NUMBE:R ",--,--.-"'- 1013 MI.In1\il Road, suite 100
'/17-731-9600 La le PA 17043
1, Rf.Hd Estaln (Scllnduln Al ( 1 ) None
2 Slocks and BOlldn (Scl1odlllo B) ( 2 )~--~~."""'---None
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Plopntty (Schodulo E)
6, Joinlly Owned PWpOlty (Schocllllo F)
7, TIElIlSIOlfi (Schodulo Gl (Sdlftclulo Ll
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9. FUIlOl al E)(potl:-;as, Admlt1l91lollVO COS1H.
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12, Nel Valuo 01 Eslalo (lillO B ITlinU5 L1no 11)
13 Challlablo and GovmnlllfHllal BUqU(lsts (Sc:hoduln J)
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132,080.68
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132,080.68 K ,06
7,924.84
17. Amount ot Lilln141axublo al H\'Y., nltll
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..----- .. .. BE SURE TO ANSWER ALL QUESTIOf>lS ON PAGE 2 AND TO-RECHeCK MATl1. ·
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COMPUTA-
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7,924.84
(21)
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n l!tANHII'ItL~~I^IIVf
Al lpli! i,~,
1013 MI.Ima Road, Suite
wloyne, PA 17043
100
N4i1f'fI.OIJ\
/""~''',\
LAST WII..I.. AND TEST~BNT
OF
~REW R. KRBITZER
I, ANDREW R. KREITZER, now of 17 Beaver Road, Camp Hill,.
Cumberland county, Pennsylvania, 17011, do publish and declare
this to be my Last Will and Testament, hereby revoking all other
prior wills and codicils made by me.
FIRST I FamilY Backqround and Appointment of Executor.
(A) Family and Backqround Information. I am a widower, my
wife, DOROTHY KREITZER, having passed away on July 31, 1990. I
have one (1) son, ROBERT D. KREITZER. Throughout this Will,
ROBERT D. KREITZER, will be referred to as "my child". The word
"issue" will include my child as well as my other descendants.
(B) Appointment of Executor. I appoint as my Executor and
succeSRor Executor (all hereinafter I'eferred to as Executor or
Executor [s]) under this Will, the following named persons to
serve without bond and without being required to account to any
Court:
Executor: My son, ROBERT D. KREITZER.
Successor Executor: My daughter-in-law,
SHARON LEE KREITZER.
SECOND I Funeral and Last Illness Expenses I Taxes.
(A) Exoenses of Funeral and I..ast Illness. I direct my
Executor to pay my funeral expenses and the expenses of my last
illness from my estate.
(B) Taxes. I direct my Executor to pay any and all estate,
inheritance, succession, legacy, transfer and other death taxes
or duties, by whatever name called, including any and all
interest and penalties thereon, imposed under the laws of any
juriSdiction by reason of my death, upon or with respect to any
and all prope,ty included in my gross estate for the purpose of
such taxes, whether such property passes under or outside of this
Will, out of my residuary estate, without being prorated or
apportioned among or charged against the respective devises,
leg~ee.~~~iCiaries, transferees, or other recipients of any
s1c pr elt 0 charged against any property passing or which
m f asseo any of them. The Executor shall not be
.' J~
I =<}'C
~ST WILL AND TBSTAMENT
OF
ANDRBW R. KRBITZER
- PAGB:.I
entitled to reimbursement for any portion of any such taKes from
any such person.
THIRD I Tanqible Personal Progerty. EKcept for those items
eKcluded below and those items enumerated in the Letter of
Instruction, r bequeath to my child, ROBBRT D. KREITZBR, living
at the time of my death, all tangible personal property,
including but not limited to clothing, jewelry, heirlooms,
furniture, personal effects, motor vehicles, and all other
similar articles, which I own/ and the insurance thereon. If my
child does not. survive me by sixty (60) days, I leave such
tangible personal. property to the issue of my child, per stirpes.
Should my child be deceased without any issue, I leave such
tangible personal property to my daughter-in-law, SHARON LBB
KRBITZBR. If there is any disagreement as to distribution, I
direct my executor to make such distribution. The decision of my
executor shall be final and binding. Any items not selected may
be sold at the sole discretion of my executor and, if sold, the
net proceeds therefrom shall be added to the residue of my
estate. Tangible personal property shall not include: (1) any
and all property used by me in any business, (2) cash on hand or
on deposit in banks, (3) stock or securities, (4) any type of
evidence of indebtedness, and (5) any life, health or accident
insurance policies.
Notwithstanding any other provisions in this Article THIRD,
I may leave a separate, dated and unsigned Letter of Instruction,
which I shall place with my Will, containing directions as to the
ultimate disposition of certain of the property bequeathed under
this ArtiCle THIRD, and such Letter of Inst.ruction shall
dete~ine the distribution of such items.
FOURTH I Residuarv Gifts. I give, devise and bequeath all
the rest, residue and remainder of my estate, of every kind and
character, real, personal and mixed, tangible and intangible, and
wherever situated, including any lapsed or renounced legacies or
devises (and including any property over which I may have a power
of appointment), to my child, ROBERT D. KRBITZBR, per stirpes.
Should my child predecease me, leaving no issue. I devise and
bequeath any portion of my estate remaining to my daughter-in-
law, SHARON LBB KREITZER.
(G) Distributions Durinq Administration. Prior to final
distribution of my estate, the Executor, in his discretion, may
make partial distributions to one or more beneficiaries or
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WoST WIl.L AND TESTAMENT
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ANDREW R-~KREITZBR
PAGB 3
Trusts. As a consequence/ the Executorship and any Trusts
created under this Will may eKist contemporaneously. A
distribution may be made subject to any indebtedness or liability
of my estate.
PIFTHI Spendthrift provision. No beneficiary shall have
the power to anticipate, encumber or t.ransfer his or her interest
in the estate in any manner other than by the valid eKercise of a
power of appointment. No part of the estate shall be liable for
or charged with any debts, contracts, liabil.ities or torts of a
beneficiary or subject to seizure or other process by any
creditor of a beneficiary.
SIXTH I powers~ Bxecutor. In addition to the powers and
duties as may have been granted elsewhere in this Will, but
subject to any limitations stated elsewhere in this will, the
EKecutor shall have and eKercise exclusive management and control
of the Estate and shall be vested with the following specific
powers and discretion, in addition to t.he powers as may be
generally conferred from time to time upon him by law: .
(A) In the management, care and disposition of the Estate,
the Executor shall have the power to do all things and to execute
such deeds and instruments as may be deemed necessary or proper,
including the following powers, all of which may be exercised
without order of or report to any Court:
(1) To sell, exchange or otherwise dispose of any
property, real, personal or mixed, at any time held or
acquired hereunder, at public or private sale, for cash
or on terms, without advertisement, including the right
to lease for any term notwithstanding the period of the
Estate, and to grant options, including any option for
a period beyond the duration of the Estate.
(2) To invest all monies in such stocks, bonds,
securities, mortgages, notes, choses in action, real
estate or improvements thereon, and any other property
as the Executor may deem best, wi.thout regard to any
law now or hereafter enforced limiting investments of
fiduciaries.
(3) To retain for investment any property
deposited with the Executor hereunder.
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WoST WILL AND TESTAMENT
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ANDRBW R:-~RBITZER
PAC! 4
(4) To vote in person or by proxy any corporate
stock or other security and to agree to or take any
other action in regard to any reorganization, merger,
consolidation, l.iquidation, bankruptcy or other
procedure or proceedings affecting any stock, bond,
note or other socurity.
(5) To use attorneys, real estat.e brokers,
accountants and other agents, if such employment is
deemed necessary or desirable, and to pay reasonable
compensation for their services.
(6) To compromise, settle or adjust any claim or
demand by or against the Estate and to agree to any
rescission or modification of any contract or agreement
affecting the Estate.
(7) To renew any indebtedness, as well as to
borrow money/ and to secure the same by mortgaging,
pledging or conveying any property of the Est.ate,
inCluding the power to borrow at a reasonable rate of
interest.
(8) To retain and carryon any business in which
the Estate may acquire an interest. to acquire
additional interest in any such business, to agree to
the liquidation in kind of any corporation in which the
Estate may have an interest and to carryon the
business thereof, to join wit.h other owners in
adopting any form of management for any business or
property in which the Estate may have an interest., to
become or remain a partner, general or limited, in
regard to any such business or property and to hold the
stock or other securities as an investment, and to
employ agents and confer on them authority to manage
and operate the business, property or corporation,
without liability for the acts of such agent or for any
10S8, liability or indebtedness of such business if the
management is selected or retained with reasonable
care.
(9) To register any stock, bond or other security
in the name of a nominee, without t.he addition of words
indicating that such security is held in a fiduciary
capacity, but accurate records shall be maintained
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LAST WILL ANt! TESTAMENT
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PAGB 5
showing that such security is a Estate asset and the
Executor shall be responsible for the acts of such
nominee.
(B) Whenever the EKecutor is directed to distribute any
Estate asset.s in fee simple to a person who is then under twenty-
five (25) years of age, the EKecutor shall be authorized to hold
such property in Trust for such person until he/she becomes
twenty-five (25) years of age, and in the meantime shall use such
part of the income and the principal of the Estate as the
Executor may deem necessary to provide for the proper support and
education of such person. If such person should die before
becoming twenty - five (25) years of age / the property then
remaining in trust shall be distributed to the personal
representative of such person's estate.
(e) In making distributions from the Estate to or for the
benefit of any minor or other person under a legal disability,
the Executor need not require the appointment of a guardian, but
shall be authorized to payor deliver the same to the custodian
of such person/ to payor deliver the same to such person without
the intervention of a guardian, to payor deliver the same to a
legal guardian of such person if one has already been appointed,
or to use the same for the benefit of such person.
(V) In the disbursement of the Estate and any division into
separate trusts or shares, the Executor shall be authorized to
make the distribution and division in money or in kind, or both.
regardless of the basis for income tax purposes of any property
distributed or divided in kind, and the distribution and division
made and the values established by the Executor shall be binding
and conclusive on all persons taking hereunder. The Executor may
in making such distribution or division allot undivided interests
in the same property to several trusts or shares.
(B) The Executor shall have discretion to determine whether
items should be charged or credited to income or principal or
allocated between income and principal as the Executor may deem
equitable and fair under all circumstances, including the power
to amortize or fail to amortize any part or all of any premium or
discount, to treat any part or all of the profit reSUlting from
the maturity or sale of any asset, whether purchased at a premium
or at a discount, as !ncome or principal or apport.ion the s,ame
between income and principal, to apportion the sales price of any
asset between income and principal, to treat any dividend or
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LAST WILL AND TBSTAMENT
01"
~PRBW R:-KREITZ~
fAG! 6
other distribution of any investment as income or principal, or
apportion the same between income and principal, to charge any
expense against income or principal. or apportion the same, and to
provide or fail to provide a reasonable reserve against
depreciation or obsolescence on any assets subject to
depreciation or obsolescence, all as the EKecutor may reasonably
deem equitable and just under all the circumstances.
(1") If at any time the total fair market value of the
assets of any trust established or to be established hereunder is
so small that the corporate Trustee's annual fee for
administering the trust would be equal to or less than the
minimum annual fee set forth in the Trustee's regularly pUblished
fee schedule then, in effect, the ~rustee in its discretion shall
be authorized to terminate such trust or to decide not to
establish such trust, and in such event the property then held in
or to be distributed to such trust shall be distributed to the
persons who are then or would be entitled to the income of su~h
trust. If the amount of income to be received by such persons is
to be determined in the discretion of the 'rrustee, then the
Trustee shall distribute the property among such of the persons
to whom the Trustee is authorized to distribute income. and in
such proportions. as the Trustee in its discretion shall
determine.
(G) When the authority and power under this Will is vested
in two (2) or more EKecutors or CO-Executors, the authority and
power under this Will or granted by law shall be vested in, and
exercised by, each of the Executors individually or all of the
Executors jointly, such that each EKecutor may act independently,
or the Executors may act jointly, in the administration or under
the terms of the Will.
SBVBN'l'H1 Riqhts and Liabilities of Executor.
(A) No bond or other security shall be required of any
Executor.
(8) This instrument always shall be construed in favor of
.the validity of any act or omission by any Executor, and any
Executor shall not he liable for any act or omission except in
the case of gross negligence, bad faith or fraud. SpecificaJ.ly,
in assessing the. ropriety of any investment of the estate, the
Overall performa ce of the entire estate shall be taken into
account.
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LAST WILL AND TESTAMENT
01"
ANDREW R. KREITZER
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(C) Each Executor shall be entitled to receive reasonable
com?ensation for services actually rendered to my estate, in an
amount the Executor normally and customarily charges for
performing similar services during the time which he/she performs
the services.
BIGHTHI Tax Elections. In determining the estate,
inheritance and income taK liability relating to my Estate, the
EKenutor's decision as to all available tax elections shall be
conclusive on all concerned. If the EKecutor joins with my
spouse in filing income tax returns / or consenting for gift tax
purposes to having gHts made by either of us during my lHe
considered as having been made one-half by each of us/ any
resulting liability shall be borne by my Estate and my spouse in
such proportions as they may agree. In accordance with IRe
Section 2632(a) and without regard to whether a Federal estate
taK return is actually filed, my Executor shall allocate so much
of the Federal Generation Skipping Transfer (GST) eKemption
amount as will fully exempt any generation Skipping transfer
which nmy occur under this Will..
NINTH I Definitions and General Provisions.
(A) Survival. Any beneficiary, inCluding my spouse/ who
dies within sixty (60) days after my deat.h shall be considered
not to have survived me.
(B) Trust Bstate. "Trust Estate" means all assets, however
and wherever acquired, including income, which may belong to a
Trust at any given time.
(C) Children. Except for discretionary distributions which
may be made unequally among a group of persons and distributions
pursuant to a valid exercise of a Power of Appointment, in making
a distribution to the children of any person/ the property to be
distributed shall be divided into as many shares as there are .
living children of the person and deceased children of the person
who left children who are then-living. Each living child shall
take one share and the share of each deceased child shall be
divided among his then-living descendants in the same manner. A
posthumous child shall be considered as living at the death of
his parent.
'~l (D)
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otherwise stated, all references in my
ter numbers are to those of the In~~
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THE
KREITZER FAMILY IRREVOCABLE
TRUST
. THIS TRUST AGREEMENT is executed in triplicate on this ~
day of December, 1996/ by and between ANDREW R. ItREITZER, now of 17
Beaver Road, Camp Hill, Cumberland County, Pennsylvania 17011
(herein called "Settlor") and ANDREW R. KRBITZER, now of 17 Beaver
Road, Camp Hill, Cumberland County, Pennsylvania 17011 (herein
called "Trustee").
ARTICLE I. TRUST ESTATE
1.01. Jnitial Principal. Settlor, desiring to establish
an irrevocable trust, does hereby irrevocably transfer, assign and
deliver to the Trustee and his successors, and assigns the assets
listed on Schedule A, attached hereto and made a part hereof. As
further evidence of such assignmeht, the Settlor has eKecuted or
will execute or cause to be executed such other instruments as may
be required for the purposes of completing the assignment or
transfer of title to such property to the Trustee. The Trustee
accept such transfer and assignment to themselves as Trustee, and
undertake to hold, manage, invest and reinvest the assets of this
Trust, and to distribute the income and principal of the Trust in
accordance with the provisions of this Agreement.
1.02. Addi tional Principal. The Sot tIer and any other
person or persons, with the consent of the Trustee, shall have the
right at any time to make additions to the corpus of this Trust or
any share thereof hereby established. All such additions shall be
held, governed, and distributed by the Trustee in accordance with
the terms and conditions of this Agreement.
ARTICLE II. IRREVOCABILITY OF TRUST
, 2.01. Irrevocabilfu. Settlor has been advised of the
consequences of an irrevocable trust and hereby declare that this
Trust shall be irrevocable and shall not be altered, amended,
revoked, or terminated by Settlor or any other person or persons.
ARTICLB III. LIFB INSURANCE POLICIES
3.01. General Provisions. If any insurance pOlicies are
transferred into this Trust, the Trustee shall be vested with all
right, title, and interest in and to the transferred policies of
insurance, and are authorized and empowered to exercise and enjoy,
for the purposes of the Trust herein created and as absolute owner
of such pOlicies of insurance, all the options, benefits, rights
and privileges under such pOlicies, including the right to borrow
upon and to pledge them for a loan or loans. The Trustee takes all
. rights, title, and interest in and to the above stated insurance
policies subject to any prior split-dollar life insurance agreement
and assignments, which may be in effect at the time of transfer.
The insurance companies which have issued pOlicies au. hereby
authorized and directed to recognize the 'rrustee as an absolute
owner of such policies of insurance and as fully entitled to all
options, rights, privileges, and Interests under such policies, and
any receipts / releases, and other instruments eKecuted by the
Trustee in connection with such pOlicies shall be binding upon all
persons interested in this Trust. The Settlor her.eby relinquiShes
all rights, title, int.erest and powers in such policies of
insurance which Settlor may own and which rights, title, interest
and powers are not assignable, and willi at the request of the
Trustee, execute all other instruments reasonably required to
effectuate this relinquishment.
3.02. Payment of prenliums. The Trustee shall be under no
obligation to pay the premiums which may become due and payable
under the provisions of any policy of insurance which may be
transferred or assigned to this Trust, or to make certain that such
premiums are paid by the transferor of such policy, or to notify
any persons of the nonpayment of such premiums, and the Trustees
shall be under no responsibility or liability of any kind in caSe
such premiums are not paid, except the Trustees shall apply any
dividends received on such policies to the payment of premiums
theteon. Upon notice at any time during the continuance of this
Trust that the premiums due upon such policies are in default, or
that premiums which will become due will not be paid, either by the
transferor or by any other person, the Trustees, within their sole
discretion, may apply any cash values attributable to such policy
to the purchase of paid-up insurance or of extended insurance, or
may borrow upon such pOlicy for the payment of premiums due
thereon, or may accept the cash values of such policy upon the
pOlicy'S forfeiture. In the event that the Trustees receive the
cash value of such policy upon its forfeiture for nonpayment of
. premiums, the amount rf.ceived shall be added to the corpus of this
Trust, and shall be administered according to the terms of this
Agreement. If the insured under such policies of insurance,
becomes totally and permanently disabled within the meaning of any
policies and because thereof the payment of premiums, or any of
them, shall during the pendency of such disability, be waived, the
Trustees, upon receipt of such knowledge, shall promptly notify the
insurance company whiCh has issued such pOlicies, and shall take
any and all steps necessary to make such waiver of premium
provision effective.
3.03. Duties of Trustee With Reqard to Lit e Insurance
Policies. The Trustee shall be under no obligation or duty
whatever except with respect to the safekeeping of such pOlicies of
insurance and the duty to receive such sums as may be paid to them,
in accordance with the requirements of this Trust, by the companies
issuing such policies / and to hold, manage and disburse such
2
proceeds subject to the terms of this Agreement. upon the death of
the insured, the Trustee shall make reasonable efforts to carry out
the provisions of this Agreement, including the maintenance or
defense of any suit, provided, however, the Trustee shall be under
no duty to maintain or enter into any litigat.ion unless its
expenses / including counsel fees and costs / have been advanced or
guaranteed in an amount and in a manner reasonably satisfactory to
the Trustee. The Trustee may repay any advances made by them or
reimburse themselves for any such fees and costs from any corpus or
income of this Trust.
ARTICLE IV. TRUST DISTRIBUTIONS
4.01. Trust princigal. The entire corpus of this Trust,
including the assets initially transferred to this Trust,
subsequent additions to this Trust, and the proceeds of any sale,
exchange or investment of such Trust assets / shall be used for the
purposes herein contained.
4.02. Income Distribution. During the Settlor's lifetime,
the Trustee shall accumulate any and all of the net income of the
trust / place all net income into the bank account known as the
KRBITZER PAMILY IRREVOCABLE TRUST "HOME" ACCOUNT, located in the
PNC Bank and shall utilize such net income for the pu~pose of the
maintenance and repair of the residence of the Settlor, Andrew R.
Kreitzer, located at. 17 Beaver Road, Camp Hill, PA 17011. The
Trustee shall make no distribution of principal tOt or for the
benefit oft the Settlor.
4.03. Principal Distributions. Upon ,the death of Settlor,
the Trust shall terminate. Upon termination, the remaining trust
estate shall be distributed to the Settlor'S child, ROBERT D.
KREITZBR, per stirpes. If the Settlor's child shall predecease the
termination of this Trust, the predeceased child's share shall be
distributed to the issue of the child, per stirpes. If the
Settlor's child shall predecease the termination of this Trust
wi.thout leaving any issue / then the child's share of this Trust
shall be distributed to the wife of the child, SHARON LEB KREITZER.
4.04. General Power of Appointment. Settlor's child,
ROBERT D. KREITZER, is hereby granted the general power to appoint
some or all of the principal of this Trust. to himself or his
estate, in such proportions and upon such terms (in trust, outright
gifts, or in any other manner) as he deems advisable. This power
shall not be exercisable under his Will. If Settlor's child fails,
either in whole or in part, to exercise this general power of
appointment herein granted, the unappointed principal shall
continue in trust and shall be administered according to the terms
of this Trust. Upon the death, resignation, removal or incapacity
of Settlor's child, ROBERT D. KREITZER, his wHet SHARON LEE
KREITZER shall exercise the general power of appointment under this
proviSion.
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. 4.05. Broa.d Sgecj,al Power of Aggointment. ANDREW R.
KRaITZI!lR is hereby granted the special power to appoint., at any
time and from time to time, the principal of this Tnlst, in whole
or in part, and in any manner and in such proportions as he deems
advisable to whomever he desires. Tnis power shall be exercisable
by his Willi specifically referring to this special power of
;appointment. in this paragraph 4.05 of this Trust. This special
power of appointment does not grant to ANDRBW R. XREITZBR the power
to appoint the principal of this trust to himself, his estate, his
creditors, or the creditors of his estate. If ANDRBW R. KRE:l:TZBR
fails, either in whole or in part, to exercise this special power
of appointment herein granted, the unappointad principal shall
continue in trust and shall be administered according to the terms
of this trust.
ARTICLE V. POWERS OF TRUSTEES
5.01. General Powers. In addit.ion to such other powers
and duties as may have been granted elsewhere in this Trust, but
subject to any limitations contained elsewhere in this Trust, the
Trustees shall have the following powers and duties:
A. In the management, care and disposition of this Trust, the
Trustees shall have the power to do all things and to execute such
deeds, inst.ruments, and other documents as may be deemed necessary
and proper, including the following powers, all of which may be
exercised without order of or report to any court:
(1) To sell, exchange, or otherwise dispose of any
property, real, personal or mixed, wheresoever located,
at any time held or acquired hereunder, at public or
private sale, for cash or on terms as may be determined
by the Trustees, without advertisement, inCluding the
right to lease for any term notwithstanding the period of
the Trust, and to grant options, inCluding an option for
a period beyond the duration of the Trust.
(2) To invest all monies In such stocks / bonds,
securities, investment companies or trust shares,
mortgages, notes, choses in action, real estate,
improvements thereon, and other property as the Trustees
may deem best, without regard to any law now or hereafter
in force limiting investments of fiduciaries.
(3) To retain for investment any property deposited
with the Trustees hereunder.
(4) To vote in person or by proKY any corporate
stock or other securi ty and to agree to or take any other
action in regard to any reorgani za t ion / merger /
consolidation, liquidation, bankruptcy or other procedure
.or proceedings affecting any stock, bond, note or other
4
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security held by this Trust.
(5) To use lawyers, real estate brokers,
accountants and any other agents, if such employment is
deemed necessary or desirable, and to pay reasonable
compensation for their services.
(6) To compromise, settle or adjust any claim or
demand by or against the Trust and to agree to any
rescission or modification of any contact or agreement
affecting the Trust.
(7) To renew any indebtedness, as well as to borrow
money, and to secure the same by mortgaging, pledging or
conveying any property of the 'I'rust, including the power
to borrow from the Trustees (in the Trustees' individual
capacity) at a reasonable rate of interest.
(8) To retain and carryon any business in which
the Trust may acquire any interest, to acquire additional
interests in any such business, to agree to the
liquidation in kind of any corporation in which the 'I'rust
may have any interest and to carryon the business
thereof, to join with other owners in adopting any form
of management for any business or property in which the
Trust may have an interest, to become or remain a
partner, general or limi ted / in regard to any such
business or property and to hold the stock or other
securities as an investment, and to employ agents, and
confer on them authority to manage and operate the
business, property or corporation, without liability for
the acts of any such agent of for any loss, liability or
indebtedness of such business if the management is
selected or retained with reasonable care.
(9) To register any stock, bond or ot.her .security
in the name of a nominee, without the addition of words
indicating that such security is held in a fiduciary
capacity, but accurate records shall be maintained
showing that the stock, bond or other security is a trust
asset and the Trustees shall be responsible for the acts
of the nominee.
(10) To merge this Trust with any other trust
created in my Will or otherwise, with similar provisions
and purposes and the same beneficiary or beneficiaries,
but only to the extent that the merger of the trusts will
not cause the imposition of gift tax or generation'
skipping tax, federal or otherwise.
B. Whenever the Trustees are directed to distribute any trust
principal in fee simple to a person who is then under twenty-five
5
(25) years of age, the Trustees shall be authorized to hold such
property in trust for such person until he becomes twenty-five (25)
years of age, and In the meantime shall use such part of the income
and the principal of the trust as the Trustees may deem necessary
to provide for the proper support and education of such person in
the standard of living to which he has become accustomed. If such
person should die before becoming twenty-five (25) years of age,
the property then remaining in trust shall be distributed to the
personal representative of such person's estate.
C. In making distributIons from the Trust to or for the
benefit of any minor or other person under a legal disability, the
Trustees need not require the appointment of a guardian, but shall
be authorized to payor deliver the distribution to the custodian
of such person, to payor deliver the distribution to such person
without the intervention of a guardian, to payor deliver the
distri.bution to the legal guardian of such person if a guardian has
already been appointed, or to use the distrib~tion for the benefit
of such person.
D. In the distribution of the Trust and any division into
separate trusts and shares, the Trustees shall be authorized to
make the distribution and division in money or in kind or in both,
regardless of the basis for income tax purposes of any property
distributed or divided in kind, and the distribution and division
made and the values established by the Trustees shall be binding
and conclusive on all persons taking hereunder. The Trustees may
in making such distribution or division allot undivided interests
in the same property to several trusts or shares.
E. If at any.time after Settlors' death the total fair market
value of the assets of any trust established or to be established
hereunder is so small that the corporate Trustee's annual fee for
administering the trust would be equal to or less that the minimum
annual fee set forth in the Trustee's regularly published fee
schedule, then the Trustee in its discretion shall be authorized to
terminate such trust or to decide not to establish such trust, and
in such event the property then held in or to be distributed to
such trust shall be distributed to the persons who are then or
would be entitled to the income of such trust. If the amount of
income to be received by such persons is to be determined in the
discretion of the Trustee, then the Trustee shall distribute the
property among such of the persons to whom the Trustee is
authorized to distribute income, and in such proportions, as the
Trustee in its discretion shall determine.
F. The Tr\ls tees shall be authori zed to lend or borrow /
inCluding the right to lend to or borrow from the Settlors'
estate, at an adequate rate of interest and with adequate security
and upon such terms and conditions as the Trustees shall deem fair
and equitable.
6
G. The Trustees shall be authorized to sell or purchase, at
the fair market value as determined by the Trustees, any property
to or from Set.tlors' estate, or any trust created by Settlor during
her life or by her willi even though the same person or corporation
may be acting as execu tor of Settlor 's es ta te or the es ta te of
Settlor's spouse or as trustee of any other sllch trusts and as the
Trustees of this Trust.
H. The Trustees shall have discretion to determine whether
items should be charged or credited to income or principal or
allocated between income and principal as the Trustees may deem
equitable and fair under all the circumstances, including the power
to amortize or fail to amortize any part or all of. any premium or
discount, to treat any part or all of the profit reSUlting from the
maturity or sale of any asset, whether purchased at. a premium or at
a discount, as income or principal or apportion the same between
income and principal, to apportion the sales price of any asset
between income and principal, to treat any dividend or other
distribution on any investment as income or principal or to
apportion the same between income or principal, to charge any
eKpense against income or principal or apportion the samet and to
provide or fail to provide a reasonable reserve against
depreciation or obsolescence on any asset subject to depreciation
or obsolescence, all as the Trustees may reasonably deem equitable
.and just under all of the circumstances.
I. The Trustees are hereby authorized and empowered to
purchase such insurance poHcies as they deem appropriate.
5.02. Votinq by Trustees. When the authority and power
under this Trust .is vested in two (2) or more Trustees or Co-
Trustees, the authority and power under this Trust or granted by
law shall be vested in, and eKercised by, each of the Trustees
:l.ndividually or all of the Tnlstees jointly, such that each Trustee
may act independently, or the trustees may act jointly, in the
administration or under the terms of the Trust agreement.
ARTICLE VI. SPENDTHRIFT PROVISIOn
6.01. General Provision. No beneficiary shall have the
power to anticipate, encumber or transfer his interest in the Trust
Estate in any manner other than by the valid exercise of a Power of
Appointment. No part of the Trust Estate shall be liable for or
Charged with any debts / contacts / liabilities or torts of a
beneficiary or subject to seizure or other process by any creditor
of a beneficiary.
ARTICLE VII. CONSTRUCTION OF TRUST
7.01. Choice of Law. This Trust shall be administered and
interpreted in accordance with the laws of the Commonwealth of
Pennsylvania.
7
7.02. Code. Unless otherwise stated, all references in
this Trust to section and chapter nwnbers are to those of the
Internal Revenue Code of 1986/ as amended, or corresponding
provisions of any subsequent federal tax laws applicable to this
Trust.
7.03, Other Terms. Unless the conteKt otherwise requires /
the use of one or more genders in the teKt includes all other
genders, and the use of either the singular or the plural in the
teKt includes both the singular and the plural.
7.04. Cactions. The captions set forth in this Agreement
at the beginning of the various divisions hereof are for
convenience of reference only and shall not be deemed to define or
limit the provisions hereof or to affect in any way their
construction and application_
7.05. Situs of Trust. The Trust shall have its legal
situs in Cumberland County, pennsylvania.
ARTICLB VIII.
COMPENSATION OF TRUSTEES AND
APPOINTMENT OF SUCCBSSOR TRUSTEES
8.01. Comcensation. The Trustees shall receive as their
compensation for the services performed hereunder that sum of
money, based on an hourly charge or percentage rate, which the
Trustees normally and customarily charge for performing similar
services during the time which they perform these services.
8.02. Removal of Trustees. Set tlor , may remove the
Trustees, or any of them, at any time or times, with or without
cause/ upon thirty (30) days' written notice given to the current
Trustees. Upon the death of Settlor, a major! ty of the current
inc~ne beneficiaries may remove the Trustees, or any of them, at
any time or times, with or without cause, upon thirty (30) days'
written notice given to the Trustees. Upon the removal of the
Trustees, a successor Trustee shall be a.ppointed in accordance with
the terms set forth in paragraph 8.03.
8.03. Agcointment of Successor Trustee. The Trustee may
resign at any time upon thirty (30) days' written notice given to
the Settlor, or in the event of the death of Settlor, upon thirty
(30) days' written notice given to the current income beneficiary
or beneficiaries (inClUding a beneficiary's nat.ural or legal.
guardian or legal representative), hereunder. Upon the death,
resignation, removal or incapacit.y of the Trustee, then the
Trustee's son, ROBBRT D. KREITZER, is hereby appointed the
successor trustee. Upon the death, resignation, removal or
incapacity of the successor trustee, then SHARON LEE KREITZER,
shall be the second successor trustee, additional successor
trustees may be appointed by the Settlor during Settlors' lifetimE?,
8
or, after Settlors' death, by a majority ~f the current income
beneficiaries. Any successor trustee shall be a financially sound
'and competent corporate truste~l. Any successor trustee thus
appointed, or, if the Trustees shall merge with or be consolidated
with another corporate fiduciary/then such corporate fiduciary /
Shall succeed to all the duties and to all the powers/ including
discretionary powers / horein granted to the Trustees.
ARTICLB IX. PBRPETUITIBS CLAUSE
9.01. General Provision. Notwithstanding anything to the
contrary in this Trust / each disposition I have made here, legal or
equitable, to t.he extent it. can be referred in its postponement of
becoming a vested interest to a duration measured by some life or
lives in being at the time of my death is definitely to vest in
interest, although not necessarily in possession, not later that
twenty-one (21) years after such lives (and any period of gestation
inVOlved); or, to the extent it cannot be referred in any such
postponement to such lives, is to so vest not later thall twenty-one
(21) years from the time of my death.
ARTICLB X.
ACQUISITION OP UNITBD STATBS TREASURY BONDS
BLIGIBLE FOR TAX PAYMENT; PAYMENT OF TAXES, FUNERAL
EXPENSES, AND BXPBNSES OP ADMINISTRATION
10.01. Aoauisition of Bonds. The Trustees may, at any
time, without the prior approval or direction of the Settlor and
whether or not the Settlor is able to manage her own affairs /
acquire United States Treasury Bonds selling at. a discount, which
bonds are redeemable at their par value plus accrued interest
thereon for the purposes of applying the proceeds to the payment of
the United States estate tax on the Settlors' estate; and the
Trustee may borrow from any lender, inCluding itself, with or
without security, to so acquire these bonds.
10.02. Payment of United States Bstate T.ax bv Bond
Redemntion. The Settlor directs that any United States Treasury
Bonds which may be redeemed at their par value plus accrued
interest thereon for the purpose of applying the proceeds to the
payment of the United States estate tax imposed on the Settlors'
estate, and which are held by t.he Trustees, shall, to the extent of
the amount determined to be required for payment of the estate tax,
be distributed to the legal representative of the Settlors' estate
to be used by the legal representative ahead of any other assets _
and to the fullest extent possible to pay the estate tax.
10.03. Payment of Death Taxes and Other Bstate Settlement
Costs. After the Trustees have complied with paragraph 10.02/
above, and ascertained from the legal representative that all such
bonds have been redeemed in payment of the United States estate
tax, the Trustees shall also ascertain from the legal
9
representative whether the legal represent.aUva has sufficient
assets to pay the remaining legacy, Iluccess ion, inheri tance,
transfer, estate and other death taxes or duties (except the
additional estate taK imposed by Set::tion 2032(c), or corresponding
provisions of the Internal Revenue Code of 1986 applicable to the
Settlors' estates and imposing the tax) levied or assessed against
the Settlors' estate (including all interest and penalties
thereon) / all of which taKes, interest and penal ties are hereafter
referred to as the death taxes, interest and penalties. If the
legal representative advises the Trustees that insufficient funds
exist to pay all the death taxes, interest and penalties, the
Trustees shall then pay to the legal representative from the trust
property / an amount equal to all the death taxes / interest and
penalties in excess of the funds available to the legal
representative for this purposes/ which payments are to be made
without apportionment. In making the payments, tl1e Trustees shall
use only those assets or their proceeds which are includable in the
Settlors' gross estate for purposes of the United States estate tax
and shall not impair the marital portion without first exhausting
the entire non-marital portion.
If the EKecutors of the Settlors' Estate, in such Executor's
sole discretion, shall determine that appropriate assets of
Settlors' estate are not available in sufficient amount to pay (1)
the Settlors' funeral eKpenses, and (2) expenses of administering
the Settlors' estate, the Trustees shall, upon the request of the
Executor of the Settlors' estate, contribute from the principal of
the trust estate the amount of such deficiency; and in connection
with any such action the Trustees shall rely upon the written
statement of the Executor of the Settlors' astat.e as to the
validity and correctness of the amounts of any such eKpenses, and
shall furnish funds to such Executor so as to enable such Executor
to discharge the same, or to discharge any part. of all thereof
itself by making payment directly to the person enti tled or
Claiming to be entitled to receive payment. thereof. No
consideration need be required by the Trustees from the Executor of
Settlors' estate for any disbursement made by the Trustees pursuant
hereto, nor shall there be any obligation upon such Executor to
repay to the Trustees any of the funds disbursed by it hereunder,
and all amounts disbursed by the Trustees pursuant. to the authori ty
hereby conferred upon it shall be disbursed without any right in or
duty upon the Trustees to seek or obtain contribution or
retmbursement from any person or property on account of such
payment. The Trustees shall not be responsible for the application
of any funds delivered by it to the Executor of the Settlors' _
estate pursuant to the authority herein granted, nor shall the
Trustees be subject to liability to any beneficiary hereunder on
account of any payment made by it. pursuant to t.he provisions
hereof.
10
ClOMMONWBALTH OP PENNSYLVANIA
OOUN'l'Y 0' C /,J;l"berIOlJd
~/:-IA
On this, the ,'Iu! day of . / 19~7 before me, a
Notary public, the undersigned officer, personallY appeared SUSAN
KAY QANDIBLLO, known to me (or satisfactorily proven) to be a
member of the bar of the highest cour.t of sald State and a
subscribing witness to the wit.hin inst.rument, and certified that he
was personallY present when ANDREW R. ItRBITZBR and the above
witnesses, whose names are subscribed to the within instrument
executed the samet and that said persons acknowledged that they
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Jjlf!/./j 0 71a!!i!--
~tary publlic'
My commission Expires:
Nolanal Seal
Stacey L. Naco, Notary Public
Fermanagh Two., Juniata Ccunty
My commission Expires Ocl \6, 19~9
Member, Pennsylvania As'ociallon 01 Nulllrles
"
12
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SCHEDULE
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EXHIBITS
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Cer.tilicnte 01' Deposit
Maturity Notice
,
PNCBANK
PNC DANK, N.A.
CtrtlflCll" Numbe,
000031300052539
. ur ",.WI I u,
$20.9'5.45
Rlnew.1 n"".menl
3 MONTHS READY ACCESS CD
498Z
ANDREW R KREI~ZER
C/O ROBERT ~REITZER
114 16TH ST
NEW dUMBERLAND, FA 17070-1109
Dear Customer:
Your PNC Dank Certific3te of Deposil will mature on 08/13197. Additiooal information about your CD
is shown above. We offer a variety of ways for you 10 keep your savings growing. Please lake a
moment to review the reinvestment choices available to you.
R.new your CD for .n .ddltlon.1 term.
Please note that your Certmeate of Deposit (CD) will renew for the term shown abo\'e, which may be
different from your original term. To renew your CD for this amount and tenn, there's nothing you
need to do. Yom renewed CD will receive the interest rate and annual percentage yield in effect
on 08113197
Upon renewal, interest on Fixed Rate Cel1ificates will now be crcdited to your CD monthly unless
you receive a periodic interesl paymenl. The Account Agreement on the back of this letter provides
additional infonnation about the tenns of renewal for your investment and should be retained with
your other account records.
Because interest rates and annual perecntage yield may change between now and the renewal date of your
CD, please call 1.800-537-2262 on or al'er 08/13/97 for renewal rate infonnation,
Add to your CD or ah.nu. tho t.rm.
If you would like to add to your investment or select a different tenn, simply complete the Renewal
Authorization attached below and return it to us no later than ten days aller the renewal date of youI' CD,
A postage-paid envelope is enclosed for your convenience, Once we receive your Renewal Authorization,
we'll send you a conflfl1lation showing the changes you have made to your investment, as well as the new
interest rate and annual pcrcenlage yield.
You can select from investment tenns between seven days and ten years. If you would like assistance
in determining the investmentlenn that is best for your needs, please call or visit your local PNC Bank
office. We'll be glad to review all the choices available to you.
Oth.r Inv..tment ahola.e.
There are a number of other investment opportunities available which you may want to consider. From
basic savings and money market accounts to morc sophisticated alternative products, the investment
professionals at your PNC Bank office can hclp you selecl the proper mix of investments based on
your fmandal goals.
Thank )'OU for banking with us. We look forward to continuing to serve you.
;!:u E ~
Broce E. Walton
Executive Vice President
"'. \~;' ,. ~"." I'.'" ',\-
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08/19/97 04142 PM 18807 4~ 84 ~AL BQI02
~HWI CHECK WITHDRAWAL VOUCHER
&872- 0
,MTI -1861.10
IEMB FEES 1 .00
1.
". I'" <Ii I" f"
1017491
,.EFF DTI08/19/97
KREITZER/ANDREW R"
FROM SAVINGS
BALI 25.00
..
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RECEIVED 8Y
Xd.LilJ K/-a-J
D~ACH THIS PORTION BEFORE DEPOSITING
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$79.98
A0339971 THE ESTATE OF KREITZER, 17420U98
REFUND DUE TO DEATH
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,ftCHECK. ,
PUUI DITACM IIIDAI DIPDIITlNG
OCTOBER 07, 1997
fW4C
Colum/llU, 0,.,,10 J 1999
DOCUMENT F"CE H"S ".MU,TICOLDftED 8"CKOftOUNO VOID "FTEft '1. D"VS
PAY SEVENTY-NINE AND 981100 _____------------------------------------U.S. DOLLARS
COLUM8US 8"NK "ND TftUST COMP"NV
COLUMIUS. OEOROI"
\1\'~~II'III.Il\'mlml'\'.1I
\\\ER
1".1II...1I1"... .11...1'1...\ .1..111....111.1..111".1.11111
THE ESTATE OF KREITZER. ANDREW R
17 BEAVER RD
CAMP Hill. PA 17011-7405
JDIJ.u~~ a ~
. ~ ~~~-s-
AutHORIZED SIGNATURES fOR
AmerlCln f.mlly Lite Assur.nce Company ot ColumbUS IAfLACI
0111 ACCT * 5130161542
04~ NAME KREITZER ANDREW
LED\lF.R BAL
'CURRENT BAL
TOLERANCE AMT
AVAILABLE BAL
COLLECTED BAL
FLOAT 0 DAY
1 DAY
2+ DAY
LONG COLLECTED BAL
AVAIL MEMO CREDITS
AVAIL HOLDS 0
INT ACCRUED TO 0&/18/97
INT PO LAST PER
INT PO VTO
INT PO LAST YR
BH*
1,62/1.81,
1,624.04
1,000.00
1,624.84
1,624.84
.00
.00
.00
1,624.84
.00
.00
1. 78
3.06
42.19
98.58
FEATURE SAFKEP OIROEP
001111 CC" 0000 III.
SUBPHODUCT
SUBOWNER
OPENED
CURRENT 00
FILE fMTE 08/18/9'
SAVINGS
RF.'3I.1LAR
sue TXFR 00/00/00
00/00/00
T 1
01
10/22/90
DATE
LAST OEP 07/26/97- \00.00
<CAST STMT 07/31/97 1,624.8/0 ~
CYCLEST.:;'mr-El:i--nTr-Er-i-- SVC&G :r;
sve CHG WAIVE 00 CHARGE
sve CHG WAIVE UNTIL 00/00;00
.
RELATED PRICING
-1/'
INT WTHLD LAST PER
INT WTHLD no
INT WTHLD LAST YEAR
.00
.00
.OQ
STATUS
PRESS ENTER FOR PAGE 2
DEPRESS CNTL/F7 TO RETURN TO BANCSTAR
E
lOST ____ CI15 1 IDS
BANK 40 40
ACCT> 3300019169
CUSTOMER NUMBER 3300019169
NAME KREITZER A R
CDA/REA CUSTOMER INQUIRY 08/18/97 15.05.0C
MS ACTION SUCCESSFUL
PROD> COA BRANCH 99999 COST CENTER 999999=
SUBPRDCT DC CDA CUSTOMER
SUBOWNER 01 REGULAR
NAME ANDREW R KREITZER
& C/O ROBERT KREITZER
AOOR 114 16TH ST
NEW CUMBERLAND
PAl 7070 -1 1 09
COUNTRY
RE LA TlONSH IP
TIN 174-20-129~
WTHLD CD PC CERTIFIED TIN
DATE WTHLD CERT 08/14/199E
BIRTH DATE 0"/17/1927
LAST MAINT DATE 08/14/1996
REA PLAN
PACKAGE CD ADDED
REMOVE()
SEL SUB ACCOUNT RST ISS/RENEW MATURES PKG APY
NP 31300052539 08/13/199711/13/1997 4.75
CURRENT BI\U,NCE
20,9 i 5 ./15
: r."', T
(".:'I
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TOTAL
20 I 91 5 ,~, 5
PF: I-HELP 2-MSGS 3-PLVL 4-RRS 8-CIF 7-56 a-SF 9-CI3/1 10-CI10 11..CIll 1.2-CI50
DEPRESS CNTL/F7 TO RETURN TO BANCSTAR
12D915 iff)
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NEILL FUNERAL HOME, INC.
3501 DlflY St, 3401 Milk" 81,
HI"lIbutQ, PA 17 It I C.mp Hill, fA 1701t
(717) IG401t133 (717) 731-8728
Slephen J, W1l1bech, F,Il" SupeMlOf J.m.. p, FlCk.., F,D" SupeMlot
CONTAACT ,~! : 0"'"
STATEMENT OF FUNERAL OOODS AND S~AYICES SelECTED CASE'
C.......... ontv lor th_lIl",.lhI' you ..Ieeled or th"'N NqulNd.11 ..I .. NqulNCI by II.. 01' bV . 0I"",1IlY 01' cnmeloly
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:, NAME OF DECEASED ", " "u' 'K 'VV' -' .a..t-t'\.- " "',;/. ;";:'" ,,:'.,
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LETTERING REQUIRED:
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LOCATION: DRAW A PRECISE P 0 LOCATION OF MEMORIAL ON CEMETERY (U.. back f ark order copy" neceuarvl
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BILL TO:
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ORDERED .BY ~~c)~ ~
PHONE II (_) ~~
UPON EXAMINING THE ABOVE INSCRIPTIONS, IfoNE THE UNDERSIGNED, FIND THE SPELLING AND DATES TO BE
CORRECT. THE WORK WILL BE COMPLETED AS iT IS ACCUMULATED, NO SPECIFIC COMPLETION DATE IS
GUARA. N.T.E.ED .' "'; .,;,.,' '.'.:.' I... ,.: '. ,'. " ,..' I. " ..'.. , . ' 'i.'.""'.: .."
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DEPOSIT L":'-__
BALANCE .DUE $
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DATE ENTERED
.
CUMnEI~L^Nn LA W .'OlII~NAL
2 LIBERTY A VI~NUE
C^RLlSI,I~, PA 17013
m[[~l?flDn?r:'
, ! SEP 3 0 1997
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SEI']'EMllER2fi,J2.21
Cumbel'lnnd Lnw Journnl is j1l1hlislwd l've!'y Fridny by Ihe ('lIlllbnnd County Bill'
Association and is desi!lnated by thl' COlli I ol'C0l111ll00 l'k111S liS the nlliciallegal publication lor
Cumberland County IInd the IC!lnlnl'lI'spnj1l'r Ih!' puhlklllionni'legnlllOtices.
TO:
Susan K. Candiullo, ESQUIRE
,._-------_....,..~.__._--'
RE:
Andrew It Kreitzllr, ESTATE
__ ___" '_T_"'__"~._~~__.______
Legal advertisements must be received by Friday Noon, All legal advertising must be paid
in advance, Make all checks payable to: Cumberland Law Journal.
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Advertisement inserted on following dates:
SEPTEMBER 12. 19.26. 1997
Advertising Cost $ 60,00
Pl'QoF of Publication $ 0,00
Seco:1<! Proof Request $ 0,00
Payment received $ 60,00
.........................
Totnl Amount Due $ 0,00.
=:::.;::====~=
Payment received _SEPTEMBEIU.Jm_
by Becky H MorllenthallE1(ecutiY~Dil:el;I!JJ'
CLASSIFIED
ADVER'I'ISfNG
INVOICE
lion, fttInIInQ eNt IfWoIct ~If (7m 211-1131
1t1.Je tlatriot-HetuS
BilliNG DATE j;""l"n/
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REFERENCE NO.
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GATeS I ASSOCIATES.
1013 MUMMA ROAD
SUITE 100
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ACCOUNT NO.
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ACCOUNTING DEPARTMl!NT ACCOUNT NAME GATES I: ASSOCUT
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HARRISSURG, PA 17108-03e7 M; ,. . ." .
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0,0.8 INSUR^NCE COMP^NY N^MB """"'......... POLICV NUMBER
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114.01 U6T
ROt'S115.
1Ul..
ROBERT KREITZER
1 14 1 6TH STREIT
NEW CUMBER ~A 11070
. t l'lEDICARE
It BLUe: CROSS 36 I
All.
COLLER DANIEL
PL::.ASE RETURN THIS PORTION WITH YOUR PAYMENT,
I !lMOUNTOF I.
P^YMENT
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UMMARY OF CHARGES
9NF-SKI 30DAYS~ 165,00
LABORATORY a9
MED SUR SUPPLIES
SPECIAL CARE UNIT
4950.00
407.40
1267.90
31.52
4950.00
407. ",,0
1267.90
31.52
UB-TOTAL OF CHARGES
6656 , ae
6656 . ae
IS SILL MARKS THE DELETION OF ALL DETAIL CHARGES DATED PRIOR TO 06/30/97
QUAR RELATIONSHIP:
Ace-DATE:
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SEX: M
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GUM NO' 230046
PLACE: EMPL REI.:
TYPE:
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PATIENT NUMBER
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ROBERT KREITZER
114 16 TH ITRIIT
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IIRTH-DATI
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AOMISSION OATE DISCHARGE OATE OAY~
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C.0.8 INSURANCE COMPANY NAME GAOOP.......... POLICY NUMBER
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-
RECEIVED FROM:
1
ROBERT D KREITZER
114 16'fH STRIHeT
NEW CUMBERLAND, PA
FClOll[l1l
PENNSVLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
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NO. IV' 2 4 2 433 ""."""",,,
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ASSESSMENT
CONTROL
NUMBER
AMOUNT
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1'70'10
FOlDtlERE
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eeN l711-E!I~"la(1t1
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DAn: 01' PAYMENT
u_.U/O~/l(197
POSTMAI~K (JATI
w9!QQ IQQ~I~)
COUNTY
nn.nCUMfJERl.AND
PAl[ 01 PI AlII
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REMARKS ROI3EIH 0 KRE 11l.'f!:f'(
SI. <,CHECK" l~r~(Je
TOTAL AMOUNT PAID
.7,528.1>0
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t~ARY . ~ . IS <:/1/1.</ ,111" .-
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IIIUI(', 1 [II 01' Will '5
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