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No ?J.i~P ~l:,
PETITION FOR PROBATE OF WILL AN!> LETTERS TESTAMENTARY
in the Estate of ____:!<~S_OJllllI1_"c..!~.!...I:<'J.l~\I111
"___,, .__....__...., deceased,
To Richard E, Anderson. Register of Wills for the County of Cumberland,
In the Commonwealth of Pennsylvania,
IS
Petttioner(lI) (lite the execut...9X,....___ named in the Last Will and
Testament of _._.}Q!!~h inQ_.~_c_.LoJJm'lJL._._,_ ....__, ..... __..____._ dated __blll"ll..l..-l.9.1.L-,
Decedent was a citizen of the United States and a resident af
Township
\~cst Pcnn8boro a01tWgJ:" Cumberland County, Commonwealth
of Penn sylvan 10,
Decedent died on -1{cdncsdoL.
._ the __J,~.t!L.-__. day aL_QcLobor
A. D. 19 78 , In the County of Cumborl'l~~~______.._._._.
, State of
Pennsylvania _______ at the age of _~-2Q_ years,
kus I'IlSl'S her
Decedent has not been married and has not had children born to "*""
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$l,OOO.OO .__...____._ and af real estote to the value of
$25,000,00
as near as can be ascertained; sold real
estate sltuat'ed as follows _I.lJ.r~,!L~.uu.rLlt;Q..J;.rac.tu.._.U:.w.ltJ:lini1lg..llmu:.oximu.t,,1 y i 7 .
26, and l3 acres) si.tllllLod III \Vest l'ennsboro T()wn.~hip. Cumberland Co" Pimnsylvanis
iW~Vx
Therefore, your petitloner(\i) respectfully appl ies for the prabate
of. the said Last Will and Testament and for Letters Testamentary therean.
,
Dated Dooambol' 22, 1978
Name ond address _3J.L't:};ja3.V. "T);;(~;)i~1l4"J' ,
of Petitioner(s)
nonald n. :I,ohml\n
---_.__.+---'-
R. n. #4, Box 433
Carlisle, PennsylvQnia 17013
--.....~--_.--------....----
COMMONWEALTH OF PENNSYLVANIA,~
ss
COUNTY OF CUMBERLAND
....----<---<--~~._-,-~---~~~...-.---_.__..__.~-~~~-.
named in above application, being dLlly __.~\LO]IL______,____ according to law
say(s) that the statements set forth in this petition are true to the
best of _"iUL....____ T knowledge and belief, .
'/- I e 71 '1/ (/
_~'!.wot~n .._ and subscribed beforek.!./_na...~~.._.l,_.RL_6~1):_'1'W.~n_-
me,
197f,'
____ __~~_._u_~__.~__.--<._ __~____., .,._._-~.-.-_.... ~~ ,-~._~. _.~------
._- .,-----,. ._--_........~----_..-------------
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Richard E. Anderson, Registl':lr
Filed;
.1/1\1\111 l'Y 3, l'i'l()
Attorney: s, 1'11111 flll?'?,Il, ES'l1l1re
1115 S, AI I"n St.
StilLe ~nll""". I'A IhHOI
I
....1 i ,
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBEHLAND SS:
Before me, the Rogister fbr the Probnte of Wills nnd grnntlng of Letters of Administrntlon In lind' for
tho County of Cumberlund, personally cllmo ,....,..,..~!m!!M!..p.....,!~\\l.l,I)l\l,I.'"..........,..,..,",........,................,............
who, baing duly ....l}.~9.r.l~.,,,......,,.... do ~,~..,,'" do pose and BUY thni na..,..,,1.~,~.9.~.\,l,~~:?};""'"''+I'''''''''''''''''''''''''''''''
of the last Will nnel Testament of ....J.9.E;I,9.P,1J.:\..f,1,q..fi,...,HAh~H\n.",,,...,,..,.........,,,,..,,,,..........."...";",,,.,..,,.doccneod
,........h~....,....,.. will woll and truly adminlstel' the goods and chnttels, rights nnd crodlts of snld dcceused
according to law, And ulso wlll dillgontly comply with the provisions of tho Inw relnting to 'rrnnsfer
Inheritancos. .....~,'vf.9J.~"...,..".." and Rubscribod
before mo.
(. I) . 'C/, <--.1." ;;,
",A4{" &:J.;\;~.-;~~.~, .1-.1.., '~~~~~"i"'" ~.~~r.~, ,'...... It to tt to ..~....
.. '
Richard E, Andorson, Register
"".............",...
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DECREE
Belt remembered thuton tho ,....,.?!:,~.......... dllY of ..,......,....,.'!.~!:l,':\~:~,~......,.........,. A, D., 197.9....., thero
was probated .and recordod the last Will und 'rostllmont of ....(1.Q!>~nh~OI:"fil..,ljl'\hVlI,I,l,\........,..,:..,....,......,....,.,
late of ..Wllllh..l',m\\w,1.>.Q.\".Q....T,9.\f.I),~I),~,~,....,..,.."....,....,..,.., Cumborlllnd County, Pcnnsylvunill, Deceased, Letters
. .........:r.':.~.r,.!~r.l.l(.n.\;/~.r:~.........,.,..... woro ~r(lntod to ., """" ,,., "".!?,9.n!~ 1~...~~."" I~~~ }:m~~;",,,,,,,,,,,,,,
,....,.....,.....
Wltnolls my hllnd and olliclnl 110111 the dllY lIl\d YOllr nfuroBl\id,
~
II....."....,,,,,........,..,,.....,,,,,,, ...........
Wchard g, AII(lt.rHon, .giBter,
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Jlast .in anb tlCesU1ment
I, ,JOSJ~Pll:rNm S. [.EllMAN ,of Woo t l'onlloboro '['ownllhip, Pelll1nyl vnnll~,
do mai:e and publish thi[\ my lant w:l11 and testllm~'n\:, hereby povoJdnr:
all formor wills made by mo,
1. I dlrect my executor to pay all of my just debts and adm:lnis-
tp[\t10n expellues as soon as may be done ilol1ven:Lontly af'tel' my deoealw.
2. I givo, devise and boqueath all of' the pBllldue of my estate,
of whatsoever nature and wherever situatod, as follows:
A. I hereby exeroise the powel' of appointment ~iven to me in
the will of my husband, Donald D. Lehman, ovel' tho Trust A, croated in
his last will and testament I in Subparagraph A (a) of Paragraph Two
thereof by giving and bequeathing said trust estate to my Tpustee
horeinaftor named, under the terms and conditions horoinaftel' Bet
forth.
B. I give, devise Rnd bequeath all the remainder of my
estate to' my ~,'rustee hereinaftel' named, undel' the f'o1 10w:Lrif", terms and
conditions which shall also apply to SUbparagraph A above:
(1) To hold such in trust f'or the benefit of my children,
and apply so much of' the income and principal as, in the sole discre~
tion of my Trustee, is necessal'Y for the' SUPPOl't and Welfare of' such
children and acoumulate any UI1Bxpendod balance of income Bnd add the
same to principal until tile youn(t,el1t; of said ohildren attains the alf,B
of' t;wenty-one yea,l's. 'rhereafter tho antil'e not income fl'orn such
trust estate shall be paid to such chUdren. Each child Ilhall have
the right to withdraw, a~solutely I fJ'om the principal of such Bha~'o,
one-third of hill 01" ))er pr'oportionate sllnl'e thereof upon attaining
the age of twenty~f'ive yeal's, one-half' of the balance thereof' upon
attaining the age of thil'ty ye~rs, and the ontlre undlstJ'ibuted
balance thereof upcn attaInin!,,, t;he ap:e of thlrty-five years. Such
rights of withdrawal may be eXBl'cil1ed at any tImo, fl'om time to timo,
after' the l'ip:ht accrues I and such J'ip:htB s hall be oumula t i va.
(a) If any child shall have attained any of such reBpective
ages at the time when such share is directed to be sat apart, for him
or her or at the time when any addItion ill made thereto, ha or she
( l'nr:e
l'ar:er~ )
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nllld 1 tllen l1a vo t,11O r!,(~ht to wI t;llt11'1lW fHtch pHrt or plll'\;f1 or nlJ, I.H\
tho ClUIHJ mny be,of' ouoh OI11lT'o 1.1,1> to r:JVon 1;0 Iluell ohtld upon at;taJn-
I nIt, Bueh l'ollpaat I Vo ll(f,OB.
(b) )'r llny 0111.1<1 dJon bef't)P() tl:!n(;l'Jbut:lon of'. 1,)10 ontJ.ro,
oBtato holdf'or the bonol':!t of' hIm ol',)w'p, tllO l)l':lncJ.pal at' ouch
<,otate 01' the balllnoo\;!lOl'OOt' Dlmll them bo d:lotl':Ibutecl to klllCh ohild\
:lBBlIo, then l:tv!nr:, pOP nt:lppofl; 01" If' nono, then to his 01' her
bl'othors and/or o:l.l3t;OrEl then l:lvJ.nr:. 0)' :l.J'flucll be doad, then to the:l.]
J.asue then IJvj,nr:, pel' sj;j,rpoB. If' there be no chUdren or theIr
issue then IJving, then one-half' of' any of' my os tate thon romaininr;
shall be paid to my noxt-of'-kJ.n then lj,v:l.nr;, Ijer atJ.rr~s. If' there
,
be no ahJldron or theJ~JasUe than lJ.vinr:, then tho other one-half' of
any of my astato thenromainInr: shall bo paJ.d to the next-of-kIn of'
Donald D. Lehman, then livJ.nr:, pel' stirpes.
3. My Trustee may expend out of ~rincJ.pal from which any bene-
ficiary Js entitled to the income such sutnl3 'as my ']'rustee, in its sol
dJ.scretJon" deems propel' f'or,the su~port, edu6atio~ and welf'are of'
suoh benef1.cJary or the'memberEl of h:t.o or hex' J.mmed1.ate famj,ly. In
the exercIse of the power gIven by th1.s Paragraph 'l'hree I my Trustee
may, b~t shall not be requJred to, oonsIdcir tho othor resources of
the ben~fJc1.ary, such as SoaInl SecurIty pnyments, etc.
q. Any uhare of my estate, 1.ncome or prIncJpal, whJch becomes
d:l.otrIbutable to a mJ.nol' other than i chIld of mIne shall be held In
trust by my Trustee durin~ mInority. My Truutee shall apply such
amounts of J.ncomc and prJncipal BEl 1.t, J.n J.ts oole discretion, deems
propel' for the Bupport, educBtJ.on and welfare of' suah m1.nor and shall
aocumulate any unexpended balan00 of J.ncomc, Such amounts may be
applied directly or may be paid to the person w:l.th whom such mJ.nor
reaJdes or who has the earn or control oj' such minor, ~ithout the
interventIon of a guardJ.an. My Trustee shall not bo obl:l.ged to super
vIsc or J.nquiro into the .applJ.cllt:l.on of such amounto by such person,
and the rocelpt of such person shall bo a complete releAso of' my
Trustee. Should the uharA of' amInoI', J.n the sole op:lnion of my
(Page Two of Six Pagcs)
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~xeoutor or Trustee, be or become too small to warrant continuing
such fund in tru~t, or should it~ administration be or become imprac-
t,loal for any rOUllOn" mY Bxocutor or 'l'l'untoe, 1n hio or Hs sole
discretion may pay Buch sharo, absolutely, to tho parent or other.
person maintainin~ sUch minor or may d6posit such share in tho minor'
nume in 8 savings account lri a savinRB institution of his or its
ohoouing, payatilo to tho minor at majority.
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If any bonefloiary shall, in tho solo opinion of my Trustee,
become mentally or physioa11y inoapaoitatod, my Trusboe may ,apply
oueh benofioiUl'y'a share, either prinoipal 0)' income, for tho RUpport
and welfare of such beneficiary, dirootlYI without the intervention
of a guardian.
6. All prinoipal and inoome shall, until aotual distributioh to
the benefioiary, be free of tho debts, contracts, alionations.and
antioipations of any benefioiarYI and. the same shall not,bo liable to
any leyy, attachment, execution or sequestration whne in the hands
or my Exeoutor or Trustee,
7. All estate" Inhqritance, ,sucoess:l.on and other taxes, imposed
or payable by reason of my death, and interest and penalties theroon,
wIth respect to all property comprisin~ my ~ross estate for death tax
purposes, wh~ther pI' not such property passes under this w:l.ll, shall
be paid out of the principal of my residlla!:'y Elfltate, as if' such taxes
wore administration exp~nses, without apportionment or rirr,ht of
Nd,mbuI'oement. 1 authoi'i~e my Exeoutor and 'l'I'ustee to r,ay all such
t.axes at such time or times a& they deem advisable,
B. Any other pI'operty Which shall be directed to be includod in
eithe~ Trust A or Trust a, by tho testator or by any other person,
shall be administered and distr:l.but.ed by my Trustee, DUbjeot to the
provis ions I etc" oontained hero 1n.
9. I authorize my ExooUtOl' and '1'I'1ll1teo and their f;UOCOSSOl'B to
exercise the followln~ powors in addItion to thoso ~Iven by 18W, t6
be exercised in their nole discretion:
(a) To retain any roal or personal pI'operty which may at
any time form part of my estate, including stocks, as lO~R as they
(Parr,e ~'hr('e or f]Jx I'Uf1:en)
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tions and oporationp.
(k) To exeouta partnership agreomontn and amendments
thoreto.
('1) '1'0 modify andrenegotiato any at~re0m0nts 1'01' the uale
of any real or personal property or to ~aivo provisions of any suoh
agreement if H is in the intoros t, of m,y es ta te to do so.
(m) '1'0 borrow money f1'om allY [1ol"l1on 01' oorporation, and to
mortgage or pledge any peal 01' per'llOnal propel'ty; subj ect; however;
to the limitations of subpapugraph (h) horeof.
(n) ,To oompromise oluims.
(0) To add to the prin6ipal or hny trust oreated by this
will any property reooived from any perRon by deed, will or in any
other mannoI'.
(p) To allooate any property received or oharge ,inourred to
principal or income I or partly to eooh; without being obliged to
pply the usu~l ~ules of trust accounting,
(q) To make distribution in kind.
(1') To exerpise all power, uuthority and disoretion givon
by this will after the termination of any trust oreated herein until
the same is fully diRtributed,
(s) The Trustee is authorized to purchase at B fair prioe
securi ties and other prop'erty; real or personal; beloll[t,ing to the
estate of the testatrix I and to retain suoh purchased property as an
investment of the trust.
(t) The Trustee in authorized to make loans out of the trust
property to the testatrix's executors or administrators; providod
suoh loans are made on adequato sucurity and for an adequate interest.
10. I nominate and appoint Donald D. Lehman as the Executor of
this my lallt will and teBtnmont. 8hollJel he (He before my death;
re)lOUnOCt refuse or be unabJo, to servo for any reOAon. or d1eleavlng
Iny of my estato unadministered, I nominate anel appoint any ohild or
hildren of mino who are then twenty-onu years or ago or if none;
;hen Dennis H. ,Lehman as substltut;o exocut,or hcreof, with the slime
'(1'[1(1;0 Five or Six f'atr,oB)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II:
Donald D. Lehman
btllng duly,._ _-"'!'IOr.n _ ~ccordln~ I'll law, dopo.o. and .ay. that ho ill. t1.~f).Jl.K,(;J.OI\~O~_._ --
01 tho Fo.tato 01 ..___JP.JlJIj).\1!nJLj;Ll&hffi!lJJ._..~__.__~_.._
lato 01 ,Wont l'enllBhoJ:o 'l'oWllship , ., Cumborland County, Pa" docoal.d .nd that the
within I..n Invontory madll by _ him ,.,--,-. +--. n'._" tho .a-ld._~J(.ec.~\tor_n_~'_'"
01 tho ontlro oltato 01 uld docedont, con.!stlnll 0' .11 tho porsonal prop.rty and roal o.t.to, o.copt ro.1 o.tato ouhldo
tho Commonwealth 01 ponn.ylv.nla, and that tho Ilguro. oppo.lto oach Itom 01 tho Invontory ropro.ont It'. lair value
a! 01 tho dah 01 docodont'. doath, '
__ and .ublcrlbod boloro mOl
xJ:X~1\4~t9~~U_~~._n ,-
E...~ut~t . ^drn'nht,.t~t
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;T........IJ2.~;:./.-..._..",__._.'n_-- 19 2.'1.--__
1, '1'/" (!
- fr)/ Y ,."i ~~! C_____
'0 11Y c; o~Ni1Nt"vl !."iii1Q
SI~lo (ull,uo, (ulIl,o (b.. Po,
My (onlilll..loll,[xl'lrol JUliO 13, 1983
R, n. 4, Box 433
_ Carl :t,slu.....!'^....
17013
Add....
Oat. 01 Doath ,....
.18--.
O'Y
__ ,..QCtQ\1.\'lf.
Month
.__ J.2}8
rUt
INSTRUCTIONS
I. An invontory must bo fllo~ within thrAo month. a(tor appolntmollt of porsonol r.pr..ontatlvo,
2, A .upplement Invontory mu.t bo 1II0d within thirty doy. 01 dl.covory of additional allOts,
], Additional .hoots may b. ~ttachod os to pOllonalty or roalty
4. s.. Artlclo IV, Flducl.,lo. Act of I ~4~,
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(:OMMONII'F:\I,lll OF I'FNNSYI,\'ANL\
IJEI'ARTMl'Nl OF IU':VENlIF
1111IU':AII OF ('OlINn' ('lll,I.ITTIONS
-~^
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RESIOENT DEcr:OEN'r
COUNTY Of
Cuml)('rllllld
IMPORTANl,
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-'i'hl~ n~ttlll1ll111HI IWI\Wnpli.'hHIIII dl\luilUllll nil';' ill 11111'11"1\\1', with 1I1111l1ni.'lll'll, \\ HII'llII' Ht't(i"tl'f !If \\'dll. Ilr tIll'
County wlwu' IItl~\I\,h11l1 fl'khlt'd. .HI~IIHll II<, Ihll' Withlll I1i1H' 1I11l1l1h!' nfllll dull' u( th'llth. unIt!"" UIl 1'\11'1",011111 1101 !l11l1l1l.i1
lIy 111(\ St,'n{'IUI)' of Ih'lJt'!tlllt, CSt'\'lllln '7ClJ uf lllt~ 11i1H'Jllllllt.'(' /Iud I.-t\(~tld Tux '\1'1 III 1'1111.1
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IN TIII( ~""I'T1m III' Tl II-: ESTATE III'
Josephine S. Lehmlln
(fi i" T 1;'"i'tu-CI:NAIA'j"-{,-VII-I,,-(:TiJr:~~'l~1
} ,\1'1-111,11'1'1111'
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~olo of ,l1uwhodl!l1d
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Countyof
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DOlllllUmll. LahllUln..
of tho o.Illio nllhe otll)vofnnmod d"c;edlinl "l\llng duly Iwainl (loronS ond UI)B
lkct'(!t11l1 dl(\tl._~..Q.L 18, 1lJ JJi...-~J lutoh hili vi no 0 lOll w!ll, C:i1pv of whleh II hOII"q,otjoched. )
IMOHllll lllt",-I ('jI'AIH ~MlCIK'"
HlHllnlltUIUddlO..OfntIQltl'YOI} S, Paul Nnzznt EAq.
Ollt", nlllhorlllltl.'ftfHo..nlallve lowhOnl ,-....-. .'f3IS-Sot,t"fl.^iI~'i,"'s.t-';- --- - -,.,. ,.
oil U'IHI'flllndllnco .ltuuhl \10 mnlllllL -'----StlltauG()lleJ!.~'t.-PA-.. -- .u-l(~80l---- ---
Thill liS; slld1.__~J~K9Ql1tq.r........~_~df.'J10111lt" is rl\lI1ilillr Wilh IIH~ uffulr:\ Ill' !-laid C~lilll' Ilnd 11ll' llroporty \:tlllstllllling
I I( x I' CUT,ln- ^ IlMHll!i 1 H II TOil)
till' U!dwls IhereIJr lIud thelt fair lIlurk(!t v.lluo,
Thnt llllhc lime'lIf lIenth lhllrll WllN 110 Sl\fL~ lhqlllsll hll~ Hlg,stCll'l! ill tll~n~df.'lIt'~ imli\'idtwl IlIUUC, Ill" jllillll~' with, 411'
IIH IIIlt'llt Ill' dl~\lllt>' III' l\l1uthcr. III' ill dUf.;l\dulIl's InlllvidulIlnnnw, wilh rit.:ht or I\l1,'l'Sh h~' 1111(1 I Ilf.'t il!1 ugf.'l1t IIr dl'lltlt)', withtllf.'
l~Sl'UJ1tilll\ or tl1l"fllllowillg: -
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N^MI: II!jP M'i:IUI.lit1 or 11"111<< Off nTH!'H I~Hjl,TuTtON
IN WHII;11 DFCI,On-fl H'-'ll1LIJ ^ :\\rr !)LI.t)~ll.ni.))(
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.. _,. _,..__,!\PJ.lQ._.___.... ___.__.__....__..._.__~
'.~.~T______ ____~. _~~~_.___T__~__~___,.,.p_" _,__._~~..._________~_'__._....m .--,---.--.~._.".~,_......-._~~~-
. ...,..,_._._~__'~'_'_ ,_..___.....~__.~_.___ ...._____.__.._ __..___._. ..~_..________,_.._..... '''.n._TOh__.._.__.___...~~ .._ ._,___~_,~~....__.__..._
._.......n_____~_~_~~____._~.~.._._~~__~___.~_.~~_~.~~ __~,.____'.'_~._.._.._.__~,_~_.___~......._..___~~.__~__.._- ... .._T~~~___~_.~_._.______
UE...=-..-h-..t'....Te".'.""""'n_-..'~~~.<="-='"'-"',=~--""t=":.:.::="~"'--'L="O:>:'O:-',,,::.~,,==----=~--,"'--"""ri.T=,,===:=""-"'~"_"''-;'''=''''=-''~''li"-''>-ll''''''':<:=_ ~
'I'hllt thjj cnntontH or fillld sure deposit ho~, (If hOlWS lUll iWmitod uuder Sl1hcdllltlh__....._m__ur thiN rVI\lr,n-,
with Ihe l1XCulltlull-lIf tho following, for tho rt,\IINlH1S hurc.dnllftur set forth:
1'11111 $ch.elul. A 1I1111ehc<l herelo 1111<1 IIlll<lCl'IIrt hereor "el' furth flllll' !,,\OI ill <11'11111 1111 the ","II"ollCrt)'
111 I1w C'omllllll\\\'C.\nllll uf Pc Illlsyl\'lIl1iu or which (hH:t!(hll1t dlcd hllving fin lnlcn:sl Iherein. II I1lso suts forlh the
11I11rlgngf.' encumbrnnccs UpOIl f.'lIch pureel of !'cul Prol1crty III th~ dntu III' dellthl ~l\'lng Ihu llmounl slrlllluo Itt
t1cnlh, llI\fllO or l1lort"ugcc, dnte, rnH~ ur ,inturest, nlld hook I\lId 11"l\C of rct'wd th\JI'l'C1''. 11 ulslJ scls forti: ill the
l'olullIlls Ilw\'ldud thcrcfnn.l tilt! IlNscssod vuluntlllll uf Cudl of liuid ll"rcch, Ihe c!;tilllutcll mnlkCI vullle 'thercnr
Us or dllk or dClIlh ur (h~ccdc"ll '
ThlllSchocJu/o B nttuchcd IUlfL'ln nut! 1I\I\du pllrt hlql'lIf ~lHs ('mlh flllly 111111 in dcluil 1111 pc nilll1 It I IHOllett)'
whnl'Nll\'tJr slluntcd o\\'no(1 hr the dCf.:edl.'111 ut 'Ih", tiuw of dcalh; 1111 I1HlIlI!YS lelt. hy ,the di.il;i.Hlj:"t lit the limo nf
Ill'lIlh, whl'lhur III df.'Cf.,i10111's hlll1\lHlinlc \HlsseJod,illll, !';tlllltlill~ III dCCl\deI111~ crt.tlil in hnn~s or dl'llOsil, sn\'inR"-
han"-!;, ,ll\Pil ('ompllllit.'i, "' (Ilher 1110;,1111111111"', \\'11I,1I1I'r illlli\'tillwllv.. III ill 1I,1t" I 1'01 IIIlY utiii'I IWI!-l111l III' IWlsIHl~
gi\'t1\J; itlf>lI '<,. pill illd\' thtl 1\I:nllc'd intl:'I'f'.I"hc\lI;!IlI, II illl\', i1/I\\'\ III 1111' h'''l illtt:r('t,1 dil\' prim Ipllru\1!11111'0;
dl.'i1lh III t1w (,~lISl! III su"il1~:-;"hllllkN, nlld I" lIw dull' III ~kn~t1l'III''o ~h:il'lh In i111 OIlICI I i1~f.'!o,; i111IHlullo;. pllo;lnl
sH\'il1!\~, !ll'usury l1el'llrlcnlcs IIr lIull-'s 1\1ll! illlh'f t'\'hlelll'c Ill' ifHkhll'dlHHS I! Il~l' Unlll'lI SIlt II's 111 till: 1I11-
l'l-,delll: alrllhllgallllns, whdhl't hy stnlllll' tH IqUl't'flH'l1t Ihl'r un' dl'"il:!lt.\I('i1 H" tn\ ft('~" of the (1lIited Stalch,
Of IIII.\' !otnh1, (If' I'lIlilil1111 l-Ol.lhdl\'billll IIH1n~ilr, III lit 1111~- forl'lttl1 l'llll!t1ry, \~hil:h IHi.' dWlU'tl ill till' tll1lli Ill' ckalh:
nil wl'atln!,! 1l11flllHJI. .If.'\\'CII'Yl sil\'l'fWlItc, pi('lun:s, hll(lk", wllr~s or HII. hllu:;i.\holtl rllllliluH', horsc~, cIIHilq,t(!N,
Hl1lolllllhilt\s, hllllts, !tilt! l\n~' nn" nil ulhcr lH!r!illllnl chatll'l... of, \\'lwls(Il'\,i'l. kind or lIillllH', kfl II)' (hH'edt~lIl,
lnlJ,l'llll'r with ,IIU' I'lIltly (!sllllll1lud lIlurkel vullll' Ihl'r~'IIf; nil hOllds !Iud Itlllflpn~es lwld hy duel'lholll nlltl nl nil
t:lllims lilli' nut! OWil1H dl'l',~dl!l1t III 111('_ tlull' or tl(,lIth, .IIHI nIl promissllry 1l,,1~'s or Ilthl'r ino;ll"llllll'fltN in Writlll~
I'm tilt' lHIYlIll'lll nr money of 'whldl dl'(1LHh'l1l dkd po!'!scs~t'd. or Whlllhin'\'U' nallln', with inh'rt'~1 IhcH!lilll ir
I\n~', gl\'ll1lt lh(~ I'lIeo \'IIIHe nnil l-'Ntllllulcd filiI' l11itrkl-t "nllle IIH'rcnf. nut! if ,,"t~h es(iII1I1!l\(1 fall' llIillket \'IIIIIC ho
IOIiN OUlIl the fnee \'llllll-', it St.llfoi forlh hricfl)' Ihe fCi\SOnS ror sudl t1I.Jflft'cillltlll1 Uti 10 cueh itl'tn: nlll1llllloy'"
11IIynhll' 10 lhe cslllh~ from lJrc.1 IflSlltUnCl' IHilicil!s CUHlf.'ll h~' di.'('f.'dl1l11; ill I 1I11l1uily nnll (1litloWl11cnl C(llIlrill-'t~
tlll1 PIIIf.'lH'ds of whkh wore 11l'~'llhl\~ \lPOI1 I Ill! dCllth or 11lL' 1I1:C('dl"H: nil IItHI III/..! t:ilflHllllW sll1l'ks IInd dj"i(h:udk
dm' thnl'OI1 null unpulll Ilk ur Ihc dUll' Ill' den!!i, h{lllds null IHTtU(.,1 intCrt'sl tlll'rtlOn tll tht, dnle IiI' i1l'ClHh'Ilt'!-l
lh'nth nnd IIlhl.1I' InVl';;tlnL'nl N('(1ufllhHi IIWl\lHI hy Ihe df.1t:l'dcnt 'ilt thl' tiull' of tl(~ulh, wHit Ihl) I\lIIrkl'l \'nlne thl'I'I.~~
III' nl ~lIl'h lInll:,
, ,
III 'thn (\ftHfl ot' HI1fJ\tl'ltlt1.illl'l'l\lHI! or l'IIIllI.\.\' ('OI'(1Hl'IIIIIIII", illl' \'1I111',!' 1'''''111'11'11 111'1' II'" 1'111'11'.
pUHHihlt' HlIhHtIlIlUHtI1lth~' l'lllllliplnt t1t,nll!l1ll\llll-\ (1(' Illll I'tll'p"l'tltl\lll''', 1;hlllltlllJ!. Ihi' H!ii-,"l'. 111111111111111111";
thlll't'lIl' IItI Ill' tho 1111tl1 .lIf' 111I1ith. 'I'll" Ht'hlldtlll1 /lItH! I'wls 1'01'111 Ull' _11111'1'11"'1 Ill' IIniH'l\iinl- III Il\l' Itw' ('I'
,'unlh 111 IH\~' "II-lllIrtllt1rtthlp ul' 111lttI 1I11Hf-i, /lwl In fmppnl't of' 11111 \'Ulll1' 01' ~Hwhil\ll'l'llf-d tlll'l'" 11\ 1l1111f'\l'd III
HlIlll Hl'11I'dlllll( 1'111111111 In' fltntnllllllllN Hlmwlllg thlllUHIHIH 1111" llnldllt 101\ of' HIIlI! l'li<Pill'IIlI!l'Nhll' tll' 1>11'\-1111'1;;;,
^ I'npr 01' Illfl IHI-PH1'llllll'Ml1lp ngl'f!l'nIl1fll-l (If' (11''''1 II H11I1.111lltlHt Hllll'llj~ f'IJI"lh lllp HI\illl'I' Iii' 111t' i\1',I'I'IlIIlI'll/,l
tll)t,nlltl'l' wllh II Hlntlllllfllll; ~j\Ulllg ('lIl,th I,tln ohnl'flljlnl' ul' Iltl! lIlINlllt''''H, II" 1111'1111011, 111111 HllI'll Id,hl'!' r/ll!I!,
)ll'rt./lllllnA to tll" htlfllllflHH 1I}1 f1lny hn 1lf!I'U 1If!1\ I III 1\ '1'1111' IIIlll,lllkt 111'111'111"1111 Ill' llin [\t't1i'dl'lil'!i 11l1"I'pql
111l'l'IIIIlIllIUdhl!HlIhmI1tt.d, It HhllulillllHlJ Hill. "01,,11 III Ilflmllltfl,f'OI'11l, Iflgt'I)IIlI' \\'II,I! l!i,' rrlll' 1f11L1'1~"t '.',,'Iip
lhorno'" /Iny nUlfll' l"'f1fl(!I't'~' IIWI\I',1 0" hOl(II1llllhlltl hy UII' dlllqldnlll III Lllfl I I HIP itl' dl'lllh.
1'1111 Sthfldu/" C nUfwlllHI hiq'ntH /11111 /lIlttlll lIHI't. 1111J'tllll' HflUi l'III'lh 1\ II'lIflllll~\\llI' ltl tl!\oh- 111,!IIII'Y
flllllllllllUtl thuJ'olll HIllI,ll1tl1f1 C1lIHllnl't.l'l\Il~;f'f1ruof'pl'iIPflf'l~', 1'l'lIt fll' Pfq'~,"I\ItI, wltJdn 1'1\'11 ~''-'IlI'H Id' 1!f'('I't\I'i!t'n
1ll1l1l.h, III I1lJflt,f'mlllnttoll 01' ftfHlIIl1r1tll.'''' fhHlth, 'JI' lllll'lll!t.d tn l!d{1\ flf'l'OIII III PllHHl'HIIIIlII nl' 1'1l.l1l~I1l(lllt III \11'
uf't,or ,IlIlIth, Hlllct Kll!t(1(IUlo tUlt~ f'ol'l,h thl1 IlItUlI'l! IIllfl \'1\1\111 of' 1-1111111 pl'lIplq'I~'1 III ~IIOHl I 1'1111'" f'pr 1'"Ii I Iht'
rIll It ttnl1Hhlll nf' t.hn I.rllt1H ('flrnUH tll t.hr, rhH1Hflnn t., 11111 Jlt'C1J1nr IIOI\III,H HlIlIl'" l'llC'lI I \'I;t! h~' 1'lIl\h I, I'Hl\t, fl' 1'1'1' 11111\
Itll lIt.hor l'/lOt.H (If' fI JH1t't,ltl('nt, tIltt.tll'P l'n'~l\t'11111l-!, Iluld t,I'unHl'flrHI III Uli! {111"'1! IIi' II'III\S('11I'K llll-ill\llu\l In
t.nkn pf'f'{l(ll. Itl 1,ltlAHt1Hii11ll1 ,or (luJ"Yll\tlllt /It. ClI' nl'I-!!I' dr.nth, thln'l! is 1I11-1f1 I,Ullldll1fl t41 illl' HI\I11111\1ln /I i'nm-
of' till! ,'nlull l.rtlHl IIAriHl~lOnt fir (IUlllr 11Intrlll1H!1lt. l!rl!Htlllp, "!Ill 1.I'llHI, '1'111"1'" tH HII10 II1It('f1t'll\ III HIII!I
Nllllultll\ll II liNt. of' nl1 prnllH1'q', I'Clnl 111111 IInl'HtllllIl, with Itli \'Hlt1l1, wlllnh 1'1l~HI'H 11\ f\i'I'i'dHlllls dnnlh 1>>,
vtrttlll uf' tho IlXIJ1'(~tHn hy i1iH1 (I11fl1 It., 1l1t.1l1'r 11l"\vtiltlully, IJt'.lIlIIiU~' wltll nlllll_lIl1l', III' !lIlY 1\11\0\'1'1' fll' IIPpl_tI II I
Infllll. \'lH;l.ml tHllllfHHtnll!., ,!lIt.ho.' I1lfllvtchllllly 01' ;Jol"U~', h~' t,l"l wtlt, dOI'll, Ill' OI"1l1'11\';II.11111'~1l11l1' 1IIIIItllI'I',
wi tll 1\ IHlIIY fll' Uw InH trllll1ll11t, (H'PIl t. i Ill!, Hunt! Ilf1Wflr II t(,llnhtlfl 10 Uw ~H1hl'liH 10,
Thnt Sc/lt'd/JI,. D ntt/Hlhf!cl h01'ftt,n IIlltll1llllll' purl. hlll'pol' twtH 1'01'111 till! 1I/IInbs Hlld IIlhlt'l!HHI'H 111'111 I
IHl1'HllllN hl11\of'Inlnlly Inl.ornHt,ml III t,hlH llHtlltn III. HII' tlm'" fll' t'{"'I-'tltl!l!.' B dll/lth, till' llutlll'" Ill' till-II' 1'1'1i'
IllllltlVH IlItUI'flN!.H, t.Ilol1' rulntlntlHhtl1t If' ltll~1 tn tllll t\fll1fll\f'lItl llllfylllnr w1th UII' i,,~t\H III IIII' UI1if'fll'
IIO(Hll1oIlI.IKI'onl.h of' 1\11 mlnnrH1UlIIllltt.f\IIUI iUld Illlllf\('I('lltrlllH I'll I' 111'1' IIIHI"I' I\l!PfHI{lllt~H Will, II- flIH"
ollnt.nll1H " Htut.umonl, NhowltlR whtoh flf' 1.11fl lllmol'tnlll1'll1H fllllllOd 111 U1l.' tlillll'lllllll' H will, II' lillY, 'rlll1<1 JlJ'tIlI'
to IloeHllh!llL, Uw {In!.ftR nl' l.llolr ",,"t.ll, Ulnll' IIlH'''', 111111 thll l't'IIlII(ll1sltlp of' ~lIf'1l ISIlIll' If! l,h(lIl(lHf\l'll~IIlI'Y'
'1'11111,511.-/1('(111/" r nU,IW:llml hlll'nU, 11I111 111Htltl n JlIt"1. llllf'IlO(' t;OIH 1'1I1,tll 1I11 111'1l1Il'I'I~', ""Ill Hill I 1'1'1',"
tumult nWl\ncl h~' 1.11" flnl,ollont. Jnlllt,l~' wllh 1I1l(IU\lIl' nl' oqllll'H, Innl\lllllH', (nUotgllll1't HLlIIIIII,* III IlIu Illlll\P
n t' t,tw 11l!11111101l1. 1\111' 1I t.liPt'R, pi \lK I.hn tln!'n 1\1\(\ pI nOli n f' I"'lllll'd (I f' t llH1,I'lttlltlll tH I~ f'f'I'i' 1.lilll~ I_III' \ lIB t 11.'11"1' (II'
ronl BHt.ntl' 1\1111 tlln llntll flf' f1(HltlIHIt.lulI Ilf' HI1I'H(ll\ulty, plllR thll 11111111', ,1\t![II'lHI!-; 111lI1 l'f\lld,tfll\tlhlp, If lillY,
tit' clo-nWIIOrH t,1l lhn I'nnndont,.
Thnt Scl.('dlJ/(I f-' nt.t,Il(l\W'11 hnroln IIlllt mutto /I IHtI't. hOl'llllf' twtR 1'111'1,11 1'111 I;\' flud III tin 1.11 I I /Ill dfl\lU,
fltlfl IInll1lOl,!()!If; o]/lImnll j'nr lllHt 1111 hnhl\ll' nf' 't.ld~ dnoml""t'u f!Ht,lItn, IlItdlltlllq; l'IIIIl'I'ul nXJ1HlIHt1!-i \lldfl:
"!tllllly f1~nlfll't.IIIII, whl!rlJ f1'ppllnllhl'fll. nORI,s of' 1I11llilnIHt.t'lll.lull /1(' thtH I'Ktnl'n PlIIIIlHf'1 l'f"'H IIl1d f~lfllntlll,.~,1 H
nnmm I RFlllIllH 1'/1111 (l r tn hI' pI' 1 tll (HlH I, IlXl'llllfll1d f'nl' )nlr till I_I'IIH t~. ' t.lllllhN t.nlll'" (II' '~I'livnl1lltl'I." I'!'!, 1111(1 1'1' I 1-
gillllK t;nrvlnoN, tll OOUHflllllfllUHl nf' thl! (\0111;11 ~,r till! IIofll.'IIolll.l 11Hht,K 1\1111 111"'mh 11\'0.\111'.1111(\ Ulll'lIlll fit 111110 Ilf'
('putt\; t.fUCOfl IUH,rllUlI tlhnl'p;oi\hlu 1'01' lHlri(JlI prtor t.n Il00Hlllnllt'fi II"nth (HXl\flI'I th/l!if1 1[1111\\'0" Illnh'1' !4f'idlOll
fU\l (If' t.hn t"lIllI',II.IITII'11 11I\(1 FHl,nt.1' Tux A'(!i,)l t.fl'~I'lJII'I' wtth " Hllltl'nllll11 01' {Hll1ntpl'lll 1'11l[lgi'rl f'(ll' IIhllJ!l\-
1 t OliN, II' IlllY, t t. I Ii IllJ;rill~,1 1,11111, t.ho t'1 "110 I H q' 1'.' III PI"'HI!!1 I, P l'tlO I' n f H I[ I d 1'llIi w'd !Iii I t )1,llllollh 1lj11111 I'll"
II\llIHt., th/d, ii' t.hn l~mn\lllt, not,tlully pnlll III J;lltt.lflTIIOllt. 01' IIIIY ('HB, j'(llIlmtl1h\111I \11' 111'hl 1!i InHH t;hUH tllo
I'HI.IlIInl,nll Rmfllltlt nlulhllllg I\Wl/lltowHrt, thnt till' Hlllnt' will 1If! l'I!llfll'II..I (0 LIll: H,,~~tkljll' of'WIII!!, 111111111111
tho 1I1T\fll\l\l, (1(' II\)\ IlflHOHUlllt ellll lln rl'II~HIIHtllld 11111111101'1111111"" l,hlll'l\wllll.
Thnt, th" tot.hlH nr tho 1\f11I1'nl'rllll,fl c'uli1l11l1H In Hol1l'thlll;'" "1\"' "BfI" "e". "E", 1f!111 ~F" 1[<'; 1I11',wll'll 1-111'1'1'10,
hl\Vl! t)(WI\ nnrl'IIHI 1'0 I'WfI rl1 lUll' I'r,qml'ly r1igl'-lIHI'f'1I III l,hn HUll1tlll\l'~"
cr>j . ' ? f/ C':'/, C/
)( ,h.."I' ~~,tt.~J, i)~. ,'n\Q:!'L
(fJ;t:ocutor.A\lmlnfRt rotor)
J(, n. 11,.,. J1o~II)3
(Strout NlIllllH'r)
Cllrlialn. PA 17013
(Cltll OT Town n!l(l State)
SOTEI IIn fnrn HI J.ttd 1lJ!. nf'f't (lHV t l. fIIl\kl1 slIl'n Id I 'l)/lllk +->PIIl:I.1-t 11\ HII' llf'rldll\' II IIntl sl\lwdtd I'" ~\I"lf'\fld 111'1'
t'tllnll 111 \ldlh c1ntlltlH UI' till', WOI'[t "Nellll'"_t 1I11d III 1'11'4.1' tlln IHii-iI'I~, IlInlnlll' I'IIT'I' fll11\ lIId I'dod hIH'IlI'lfll'~"
Hfl('UI'lt.lllfi;fd' nlll"tH 01' 1'lIlrdI~' Hlfl'llfll'lillnl1t< fll' 1111 tlll,I'I'III1I, 111 Ifll,\' ('il~PIlI'lllI'l'!;lllp 01' lilIL;IIlI''''H, 111It! 1I1!~
,IHllt 1111(1 HI./IIIllllf!fltH "1''11111'1:11 IInellll' thl' l'!ll'lI'~I'nfll1 11110\'0 1'1'1111 III/--'-, It 1 !iI'IHHIIIII' liB" I[I'~~ III Ull'II"II, \\f,IIIIl/!I;..
11f11'l,ft111 thut I1IlIHml1 ;It fll 11[1~ "SlJflllIllI'Y" 11ItH 1111I'11 J11'f1I'!','I~' c~tlIll1'1..lflll /[!-i ItllllVn-d l'j'l'l' 1f'11.
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R:\ch!\l"ct r.:!~..~~..'f[,t.p .):JY U:\1'l-(lttp }JCI HlJb,y:t p_'\vj.:l l"_~ lyl.\ 1.'1_ r"\"~.}'jCl 1~o:':'i~nJ1
I 11"J1"I','IO" "'1"'-'\ },1,.......,( I Dc,llJ"1f"-~-.'" (''"'0) i"'''C~,i'''IL~ Q i__._"'_""'"
I (l ,I" ," ',_, .. ....._ j"d.V.. {O' '. .l.l'i,~'" .. (.-'~,.I :;__,L. j~' ,,,,'1I ",.<....;-. .&
j).~,::d ,li".'i.c:l 1 Or:tobln" 1973~ Hc,t101";'.('!(! TL,D.. ".l" Vol r~_r;r f'ror,o :;:;35 '
C~ntt\:l.nin~ 17.55 I1):~n lot on lCo;.':i' r~ot,J 0'1.' o~i'/5 [\-:1:'.\)0
Tvtnl D.C~\.'\i'~'O tnnnin:\rw 01'1 3 tl;D,oto (1.115 C'.(}r~~.
r.rm 938
(Hov. 1lflrt, 1~1.1)
P~J1ulrll~nl 1l1lhi T'l!u~r~ '
I nlun.1 Ilf~en(I' S~r~irfl
~~:':L GOI~crill Information
1 (a) f1rGI nnmo and mlddlo Initial of donor (or docodont)
JO~JJ~PJ lINE S
ILI~e Dnsurance statement ~or a Livll/1:~ ~r.lct::'oc.1
(Thhi utn\ol11ont must ho' fllod hy tl10 dOIlQr wah lIl(\ fodoral Gilt Tal( Hoturn. FO/Ill 709, or 11\111' llo Illo(l,hy tllo
(lXOcutor with tho Fodornl Estato Tm( notUrIl, f'orm 700, whorn docodollt ownod insuranco on tho Ufu of llIlQ\hnr.)
(b)
Lalli nomo
Llii\i'lIIN
(e) SOCllll liucwny numbar
2 Vol".tlon doto with rospect to:
(a) Ilotn of nlft ,
(b) Onto of tlococlont's dolltll ,
ijilmJ'!IEl pol!:L!.nformatlon
3 (a) Nalllo of Insurod
, ,~I
~1ti-'(cJ
DONALD D LEJINAN
l (b) Oato of birth
08-:~5-25
4 (a)
NanHl of Insuranco compony
CONN OEN Lll~E INS CO
(c) Numbnr of policy
1/11111283
(f) Gross promholl
6 If a..lonmont modo:
(a) Nomo of o58lanoo
5118.20
;;j(b) Klml of policy
ORlJm^HY L11")': POLICY
(d) raco amollnt
20,000
.__ ' (gl~IlJ(l!~.Elp.!'.~ont ANNuAL
I (0)
Ooto of 1''''0
07~01-n. .
6 If Irrovocnblo dD5lanotlon of bonollclory modo:
(a) Na'l1o 01 bDJloHclal)! I (b) Oato_:f blr\ll, If kno,wn
(d) If othor than ,'mplo doslGnOtlon,qlloto In lull, (Attach additional shoot If nooo.sory,)
LOlo asslonod
l, O.IS dOlI"n'I':_
7 If policy I,nolpold.up:
(a) Into,polato<l tormlnol ,osarvo on data of o"'anmonl 0' Irrovocablo doslanotlon of bonoflolol)! ,
(b) Add proportion of aross promlllm paid boyon<l data of o"'anmont or Irrovocoblo dOS'8n~llon
of benoflelory
(0) Add Ol';"stmont on occount of dlvldond. to crodlt of policy
(d) Tot,: ,
(0) Sul,lrocI any ollt.tandlng Inelobtodno.s oaolnst policy
(I) N',' iotal volllo of Iho polloy (lor nlfl or OSIolo tax purpo.o.)
8, If policy I. olthor pald'"p or 0 .Inulo prom",,":
(a) Total cost, on dato 01 nssl~nmont or Irfoyocahlo closlglllltlon 01 bonoficinry, of n singlo.
promlulll policy on IIfo of Insurod ~nd 01 hi. ottolnod oco, for origlno' fooo' omounl plus any
addlllonol pald.llp In,"rnnco (odellllona' foco amount $, ,..), (If a .Innlo,
prnmlufl\ policy for tho totul 'ciCO illllount would not havo boon IUllOd 0'0 tho lifo of tho
Instlred as of tho dato SpOClfiOd, novortholoss, iltiSUmO \hllt &uoh n policy could thon havo
boon fHJrclH1Sod by tho insurod nnd &tHto tho coat thoroof, uslnn for IlIcl1 purposo tho SRI1\O
formulo .",,1 ba.ls omployod, on tho doto spoolflod, by tI'o company In ooloulatlna 'I~ulb
promlums,) .
(b) Add ad)II.lmont on account of dlvldond. to crodlt of policy
(c) T"t,1 ,
(d) Subtrocl any outstondlno In,lobl.dnos. ao,,'n.1 poliCY
'(0) Not total voluo 0' policy (for a~or o.t.".!~J.o~!'II~I.'~~C') ._,:....c..,:...-'__;,-'--'-.:..__,--'--'-'.. 2,570.57
Tho tmdllli.lliflCld IIffinel 01 1,1111 .1hu't'tHll'll1!otl 1(l.IH/lncl! t;(Il1\llIlllY horn")' cn,tllnn, Ih.l1 IIli'" li\alt1l1111flt nit lofth IIIH! ..fill (;011l1l:1 il1formlltlon. .
'I ." IllIl~,t... ' " --,-.i./, ;' f ,/ I nAto 01 /"1 / /j/
RIRnllluftl IP ,.1 "'f-' ,_. _, ,,_,', (-"I lllln ''- - ".' -~' ,'I C",II'ICl\lInll - -- .-)
J
......~,.7~~~,~~
412.33
~';;:;%7;1,'7pr'?'''':;7:::7
-~
~;X~'};I",;>;"";'I'//.w"",-,,rN""'~
...:}..15B.7'l-
---f:.BB..20-
In5lructl~ns
5tolomont of Ino"ror,- This Glolomont
must ho /JliHlo, on hohnlf of tllo H1SUU1l\CU
cOl11fHlliy which Issuod tho Ilolity. by nn
offlcQr of tho cOll1pnlly hllvlno hC;C05~ to tho
rDcof,ds of tho cotnpany.
Duty to 11I0,-11 i. tho duty of tho donor
Wllon lillng hiS Ollt Till( Fioturnto procura
thiB stntomont from tho lf1surnflcc COl11pl1flY
llod tl\L)f\ fife It with tho futUro, Howovor,
If speclflcnllY ,eQue!ttcd, tho iflfillrllnr.o corn.
pany shoUld fllo this stnlomont dlUICt!y with
tho offjClll[. of tho IntoruDI Rovonuu Sorvico
rllnkinu the rQq~H'!st.
SepArale .tatomant5.-A soparate 1italft-
mont lllUst hQ filed for unch polley.
PurpOliO of Itatomont,-- Tho Inforllltltlon
1>h",l'In by this st,1tol1lonl is nol:ossnry for
Foderal RlIt Uu: /Hlrp090& to detonnilH'! the
valuo of n Blft 0 insuranco, It InilY alSo() bo
fllod by the oxocutor w,t!. tho Fodoral [.Inlo
Tall. Haturo whore tho clncedont owned InSIH-
anco on tho lifo of nnothor.
,', '" GO'((fI~lmll ~'U"TlNQ ornet ,\,,~ Q H1-IM )'; I!MI11
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I, JOSEPilIl1E :1. Lr:W~^,~, 01' WOllt Ponnnboro TC)~m(\h1p,
. I .
"r'nn~"I." "
.- ... ....,oi .~ .. .. ,-...,. pi
UO lll.'4ko nnd pul:Jliah th ill rlY 1111> twill an() teatnment, horcby rovol::..:j~:
~11 former willa mado by me.
1.
I dir,oct my exeoutor to pay all or my .'unt doptci nnd
;;"::.::"~".I:lL-
" ,
tration exponoes ns ooon an m,'lY' be done oonveniontly o.rto~' ~ll c..c.::;V;::';'.
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w .
I ~1vo, dnviB6 nn~ bequoath all or tho residuo, of my
....-.....: -"..."
~,.; ""~......... ~
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of whatooevor nature' and wherever situatud, no follow61
A. I hereby exe~ci8e the nownr or anpointmont ~1von to ~o ~~
tho will of my husbnnd, Donald D, Lehman, ~ver tho Trust A, Qro~toG !~
h1s In:,:t will and teatamont. in SUl:Jparap:raph A <a) of Parap:ro.ph Two
theroof by rfiv1np: and t.eoueAth1,nrr ~a:ld trullt ootnt,o to my Truotoo
hereinafter named, under the torma and cond1tions horo1no.t'tor sot
forV,.
D. I rive, devisennd bequeath all the remainder ot' my
!
~'Iltat,. to lil~1 ~')'uotlJe Ilel'einaf'tel', nnmfld. unr1E'l" th~. roll'owinp: taM'no and
I
cor,clit\ons \'Jh1ch flhall nlso apply to Subpal"fllq'l\oh A above:
(1) To hold such in tl'Ust fol' the benei'it of,my 'chllarcn,
an~ applv S0 much ~f the 1ncome and principal as, 1n tho sale <11001"0-
tion or my 'J'rufl,tec" 10 necellsary for the suoport and welfare 'of ouoh
,
c~,nnr()n I\nd ,.ccuMulllte any unnXpendud baltmco of 1ncome and add the
~amu to nrlnainnl until thu youn~Bat of Boid children atta1ns the o.p:o
of twenl~-onu vlara. ThereBftorthe entiro not income from Buoh
trust o~tato ahall be paid to ~uch childrbn. Each ohild ahall havo
the l"1Rht to withdraw, absolutolY, from the prinQip~l ot' ouch ohore,
o~e-th1rd or Ilia or her proportionl\te share thereof upon attaln1n~
tho ORe of twq~ty-rivo yeara, one-holf of the balance thereof Uuon
att.'lin1n~ the Ur.eof thirty years. and ,the ont1ro und1stributod
balanoo thareof upon atta1nin~ the aRC af thirty-five yenrs. suo~
!
rip;i'.tll of withdrnwnl r.lny bp IlxClt'oiaod nt any time, f'rom timo to t::::;,o,
after tho l'lFdlt ncc:"uol:l. Mltl :luoh r:lRhto ohc.ll be our.,ulntivo.
,
(a) If Oll~ ohild ohnll hove nttninod any or ouch rooPQ~~1V~
,
aeen at tho time whon Iluah ahara 10 dirootad to be
cctnp' ,.,. j"'" tJ'I....I.~ ~.,',..,
.... III "~4 h_'"
o~ hor or tit th6 timo whon any nddit10n io rn3clo thoreto, ho
(Po.r;o Ono Of p1:: PUGO::';
.;L..!. .2.-6
or '..'),
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~h~ll ~hen have tho ri~ht to withdraw ouch PQrt or pn~~o or all, QC
tho oaBO may bo, or uuch share DO 10 ~1ven t6 suoh ohild upon Qt~Q1~-
.
,
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1~~ ouch rcupqctive n~en.
(b) Ir any oh1lct dien ~eror~ dlutribution of tho ont1~Q
,
oatate held for,the benofit of him or her, the pr1noipo.l of ouoh
ODtll.ttl or tho balance that'Oof' shall then be dlotributod to suoh ohlld'j
laDue, then 11vln~, pev atirpeo; or 1f nono, thon to hie or ho~
brothers and/or ola~ers then 11vln~, or if' suoh bo dODd, then to thol~
1soue then 11vinK, DOl' otirpeu. If thera be no ohlldren or thoir
lssue then livin~, hhen one-half or any of mv estate thon roma~n1n~
shall be paid to my next-Dr-kin t'len liv1nF, per st1rpeo. rf thoro
be no children or ~heir 1s6us thun llvln~. thon the other one-halt of
any of my cetllt... then r'1Jll,11ninF IIhall be pllid to the nlll:t-or-I.1n of
Donalj D~ Letiman; ~h(m l1v1nr;" r>or stirpes.
~. My rruutoe ffiay expend oUt of principal from whioh ftny bono-
floi!iry 1n ent1tled tel thl'llnoonle such ou/!',1l as m:v Truateo, in 1t's colc
d1ac:,etl)I,. dl.'l~m" rro~iel' fOI' the, support, c:ducnt1.on nn'd Welfare ot'
suoh bene' "ioiv.rv Ot' tho members of his or her lmmed1ate fc.milv. In
tnc: exe\tot~(, "f the pO',~er u;ivon b,V this PnraFra1'lh Throo, my r!'ruot~o
may, but shRll not be requIred to. oonBidor the other resouroen o~
the bon~ficlarv. Ruch ~o ~ociDl Seourity aayments, etQ.
4. Any ~hnre of mv ~stnte. income or pr1ncipnl, whioh booomea
diotr1butabl(' tC'l a minor othor than a ohild df mine sMll bo hald' 1t'1
truot by my Trustee dur1np: minority, My ~'rul\t()~, shall apply" suoh \
,
amcuntR or income and pr1nclpal DB it, in its sole d1soret10n, doo~~
propel' 1'01' th~. sunport" Qducatl()n nnd welrare of OU~h minor and Dhc.l\lj "
aooumula to any uneX1'londod ba lance' of Income. Suc h amount s rnny bOI' \-'
llppl10d dirootly or ma.y bo paid te the person with whom suoh m1no.' ,\ .,' ....
rea1des or who has tho oare'or oontrol of uuch minor, without tho (
,
intorvontion of a p:unrdian. Mv 'l'ruatoo llhnll not bo obliROd to Dupe:."'" ."i,
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viao or inquire into the npplloation of ouch arnounto by ouch po~c~~.
nnd tho rece1pt of uuch poroon shall be n complete rolonoo of m~
Trustoo.
Should thO shure of n minor, in the solo opinion of cy
(Pn~o ~~o of S1. Pc~oo)
" "
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E~gauto~ or Truntoe. bo or bocome too nmnll to warrant oont1nu1n~
ouch runJ in truot, or 'uhould itu adminictrat10n bo or bocomo i~p~~o-
tical for any rORSon, my Executor or Truatoo, 1n niB or ita Dolo
"" disoretion may '(lilY ouch ahllra, o.bllolutolv, to the naront or oth<::~~
.
poroon maintain inp: tluoh minor or may depoB it suoh ahare 1n tho r~:l.no:.~' 0
name in a oavin"s account in n oav1np:u inutitution of hiB 01' 1.tC
ohoooin~, pnyable to tho minor at: major1ty.
, .
5. If anv bonefic1ary ohnll. in tho 0010 opinion or my T~u~~gg.
pecome mentally or phys1Cally i noanae Hatod, my Truotoo mo.y nppl:/
such bonef101nry'~ shnX'e, eithor prinol~lIl or inoome. for tho oupoort
and welfllre 01' such benofioiarY, d1rootly, wit~out the intervontion
of a runrdll1n.
6. nl l'rlnclN'll find income !lhRll. \mtll aot~a1 distribution to
, i .
the bcnerlcinry. be free of tho debto, contractu, alienationll and
antio1pf.lt10110of anv bopeficinry, and the snme shall not bo 1i..l:\10 to
apy levy. att~chmnnt, oxecutionor ~eQue8tratinnwhile 1n the hando
of my Executor o~ ~ruBtee.
., . All t~.l tl\ tv. 1nhe.ri tanc c, Ducoa 5U ion and othBr taxes, ir;lpoooc..
or nayable bY r8180n or mV death, and interest and penalt1co tho~Qon,
with re80ect to all nroperty Qomnrioin~ my ~rooo ostate for death tn~
,
purpollef\,Whether or not Buch property nnollos under this \~i1l, Ilhc.ll
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be naid out of the principal o~ my residuary ootate.,a8 if 6uch ta~oo
w.ore ndmin1"trntlon oxpenlles. w.ithout apportionment or rll':ht of'
relmbur~oment. I author1zo my Executor and Trustee to pay all suoh
taxes at Quch time or timeB BS they doom advisable.
8. Any other property which ohall be direoted to be 1noluaod in
eithor Trunt A or TruBt D. by tho teotator or by any othor pernon,
oha1l be ndmlniuterod and distributed by my Truotoe, oubjpot to tho
provioionu, etc. oontaiftod horein.
9. I authorize "IY Exocutor and Trustee and their ouooeocorO to
o7.oroioo tho fo11owin~ powors 1n addition to thOBO g1von by law. to
ba oxorclood in thoi~ 0010 dlocrctlon:
(a) To rota in nn'Y ronl or porconal rroporty Ilhich mtl:J' c.t
any time form part or my eotato. ino1udlnR otooko, aO lonp: c.c t~o~
(PQ~O Th~oo or ni=
t')!'"\~""'o)
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cay doom adv1uublu.
(\)) To inv('ot 1n,'lny real or nor,oonal property but pr.l:l in
lagal investments.
(0) To purohase inVGstmontR at promiumsl to chnr~o p~0~1~~~
to income or pr1ncipal or partly to each.
','
(d) To suboor1ba forijtocks, bonds or othor 1nvootrnonto~
to join in any plnn of loaso, mortRn~o. mor~er, conoo11dct10n.
"
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reorganization, foreolcsure or votln~ trust and to dopooit ooouri~~oo
thereunder I and ~en~rnlly to exerclne all the rights of nDour1t~
holder a of uny oorporat10n.
(0) To voto, 1n person or by proxy, seourition held by
them find in suoh con~ection to deleKate their d1aoretion~ry DoworD.
(r) TD repair. altur, improve or leane, for any per10d or
time, nny rjnl or p~rRanal property, and to ~ive ort1nnu for 10nooo.
(it) TCRCll at public or private salo, for ol1sh 0);' orocH,t,
with or without ~uourity, to cx6hun~u or to nartitlon roal or' pa~oon-
nl p.'cptlrty and to .~ivc opt10nu for sallla or exo'hanp:eo.
(h) To conduct any 'quainoaB in which I, am on~f\r.ed or in
which I hRve an internst at the time of my death, for such periodo no
thl1Y !nny deem nclvlna\Jln !:lIlO w1th pO~lOr to b9rrovl'money and pled.~e the!
aORotA or thft bU81nAn~ nnrt do all other acts that I ~n my ~1fetlme
could have done or to delep,ateBucli powerB to any pll.rtnor, manap'or 01'
employee, without liab~l:lty for any loso occurrin~ thereinl providod,
"
howe~er. that no aBBet ot my eatate which I have not dovoted thereto
in a~y iifetlme shall bY liftblc for the dcoto and'oontraot ot puch
bUII~,noSll.
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(i) To orp'ani~e a oorporat10n, without leave or court, to
oarry on any bUB1n~BB in which I am en~n~od or 1n whiQh I havo an
,1nterest at the t1me of' my death, \"y thol'l\Bclvoa or \:11 th others ,and
to dont~ibuto all 01' part or tho aooets of oueh \JuoineRB ae ~a?1tal
to Buch oorporat10n and aocept stook in tho corporation ih l~ou there-
of.
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(j) To accept ns correct, 1n the aboenoe of aotual nqtlca
to ~he oontrary, rin~noiul and other Dtntamonto rondorod from tieo ~o
t ',;
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timo by any 1noorporated or uninoorporatod bualneooQo to ita ~Q~'~-
. ,
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tio~o end opo~ntion~.
(k) To exeoute partnership a~"oo~orito and amoncl~on~~
tho).'oto.
(1) To lllod~ fy and I"enop;ot iate any o.p;roor,;ont 0 !"O~ tho cc.;... " .,'
J,/
or any roal or porsonal property or to waive prov1010no or ~nll ouch
J
a~~oornont if 1t 10 in tho 1nteront of my octato to do DO. I'
(m) To borrow monoy from any po.'oon 0," oorpo,'..tion. c,l'lcl ~o .! /
, .n'. '
mortp;o.l\o 01" plodp;o any real or perllonnl propertv. oubj oot. howovo~'" /, ,',
, :l t',
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to the l1mitat10no of BubpBrn~rnph (h)ho~oof.
w~ 11 any
(n) To oompromioe olaims.
(0) To ad~ to tho pr1ncinal of any truot oroat~a by i~1c
property rooeivod from any person by doed, will or in an~
, '
ot her mannel'.
(D) To allocato nny property rocoived or ohargo .1nou~~od to
"
pr1noipal orinoomo, or partly to oaoh, without b01n~ obli~od,to
apply the usual rules of trust uocountinp;',
(q) To maKo C'Iistl'ibution in l<ind.
(r) To oxorotse all powor, autho~1ty and dioorot~on ~1von
by this will after the terminat10n o~ an:.' trust ONJ6.todhero1n unt:ll
the same iD fully distributed.
(s) The Tru8tee io authoricod to pUl"ohaoe At 0. ral~ p~ioo
Be~uri tiee andothor property. real 01' persono.l, bolonr;in~ to,.'\;hO,
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estate of the teBtatri~, and to ~ota1n such purohasod propo~t?,OC.~1~
1nvOB~mont of the truot.
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propo."t:1 to tho tllstatrix'o oxeoutora or ndm1niotl."otol"S. prov1dod " , "
, : 'I",
ouoh loanll are ~Ade on adoQuo.te socurity and ro~ nn adoQuato 1n~o~ocC.
(t)
Tho Truotee is authori~ed to make loano out of tho t~'UQI~ '"
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10. I nom1nate and C.pp011'lt Donc.ld D. Lohlll.'4n no tho E::ocuto;o ,\;:~;:' ,'",
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th10 cy lnot ~'Iill and toot:\mont., Should he die boi'o.'o my doo.~ll. ~~,
;;';;:~ounoe, rofuoo or be uno.ble to' !lorvo I'DI' any roo.con, or dio lO.:l~::'\~,
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~~y ot oy ostato ul~am1nioterod, I nom~nato and appoint o.n~ ~h~ld. o~
ob:llci~'on 0': mino \~ho nt'o thon tllonty':'one yonI'D or 0.(,0 0;0 11' r.o:1.o.
thon DO:'ll'l1s R. Lohru.:.n aD oubot1 tullo o:;oO,Ul;o" ho~'ool". ~~1 th 't110 ,'c.::.~,:;;
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RoC.37 (12.63)
l'OMMllNII'I':AI.TII OF I'ENNS\'\'I.ANIA
'rllANSn:1l INIIEIlITANC~: TAX
RESiliENT mX'I':IlENT
SClmDlII,J<: "lJ"
ngNgFICIAIIII~S
-.-._-._-~~- .' - -
---
III~NI':I'lcl^RmS ANn AlllJltJo:ssi,:s ltJo:l.ATIONSIIII' SUIlVIVIW IJA'J'Io: INTI~lms1' (JIo'
(If .1(JJl,chllrll'(Jn (Jr
fHnt-u filII Ilnnllltl nn!1 I\cllll'll"lflOn nf 1I11 wllo III(Jgltllnnl(J rhlldmn 1J~;(~gl)gN'I\ I1\<', 1I~:NJo:l"IC:IAIlY
1l\"0 110 IntOI'nHt, vlllltnd, (lonLlmwnt 01' nt.lwr arC! In\'ol\'fHl, hot STA 1'1> \'I':S 11111'1'11 IN gSTNn~
wltw, tn IJlltntlt\ ' (IIrth Ihl, lllel,) 011 NO
I'armors Trust Co. ----- ---.-_.- --...........,--- ~-
--Ciirlislu. PUt - Entiru Eatlltu in Trust
- --
.
-- ----- f------ .
!Jonnis R. Lehman son ' yos 11/15/118 Inc,?_mo and Remoindermon -0
-
!Jovid D. Lehman son yes__ 8/:)/53 Income and Remainderman
Kathleen J. Lehman __ dn\!!lhter__~ ____y.e_!?__.._ _ , 7/19/58 Tll= nnd RoJ1lllinderlDlln._
--
Barbara K. Lehman daughter Y('1A 7/27/62 Incomo and Remaindormon
----- ------- ----~-". .-- -'-...---' --..-
Douglas B. Lehman Ron ._---y~~~- 5/11/64 Incomo and Remainderman
- --
R. l~Box 433 ._~.~-----_._----- --.
._----,-
Garlisle. Pa. 17013
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OePAHTMfolllT 01' REVEIIIUI'
nUIIEAU OF FIELD OPI'IIATIOIllr.
1',0. nox 2970
HMUWlIUmO. PENNA. 1710r,
lCOMrllOrJWE/,LTH Of' i'i'I~rJS,(LV/\NI^
I1FSIUErJT 11\IHEllITt\I'JCE Tf\)<
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WIINIY ,_,~\ln1i!~,rJ !lJl~___..__._,_
,11,,11' 21-79.-.0003
Whoroa~, Joseohlne S. Lehman ~_, lato or ~~~x.lL.IQw.nfi.hl.Q_..._.._,o_
in tho County of Cumberland (C,-'"Il'lOJlWtt,llll\ "I' \\'II11wl'l'lI'llI 10:,,,;,,,, 'II
tho 18th _ d:;~-;:~ __Octobet~=:::=_~_ 19.1!L, ""\,'h\ illid PO!",',,"id..1 ,iI'l (":1"",
!lubjoct to Inhorltanco Tax undor tho I,lws "I' tho (;,'"II1W 11\"';<1 I 111 "1'1'1'1111::\,1\,,,111.,;
Thorefol'(J, I, Sandra LJ-~!..2.n!L"-----'______._n.. 1-111 dPI}I'li_':ur (Jlil'/,.II'lil'lillud i1(-~ (\!'ilil/(l !~'II'IV.',
haviny boon rloslgnnlCld to m(ll~a it {'all' and UOI1!;CiOIl,-\hlo dPPldli'iPjlHHll lho ~;.lid I.hLltl', ,Hid III il'-:-:' :"j _-,L\I fL': llw Cd',ll
valuo of all annuitioll and life Olltates \wowlng out of I;;dd ostalo, horoby filu thr follc>w illV apprail;l'UIIllll:
In IIIQ flVfll\1 11\111 Any fulll'lI 1'lltllHHlln 11th 1.'1.\.11'-' 1\ 1t,1l\~!,iHI',1 Pi pn~\'-'Hl"jl IJ" "'llj<>Vrl'l'Ilt Iq rnll.lli'l,d !It'i. ,;\ Ih" .1f'- ;I 'i"'-' I ,.lld Illl' ;,. ;oj, IIi''',
of ilIll' uHllto h'l 1If(l or for YO/Hil ihu Cornllwnwfl,lltll 111>11:11',' Il"_llfftuly """!VI;'l llw li;,1111 111 i'IlPIiIIH' illHI ,If'D~~ Ir;1'\\r.,. 1111"'rl\lm" L,,,q iI\ Ii\!, Llwll.j c-dlL\!',!;.!
rlltll (,11 IlflY lllCh fuhne inlnUlit,
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Real Estate . _6.1.2.2!I 0 illL.
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Po rsona 1 Property . . .....3 ,844 .1L.
. - -
Joint-Held Property . none ..-
--- 1------..
Trans fe rs none
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TOTAL ASSETS ---.-- I-..IO .068 _ 75__
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Havo boon duly RWOI'l1 acaordln\llo law, I do 1\01'01>)' cortlfy that tho abovo apprai!;oll1011l in mado in oonforlllity
with tho law on this - ~ 1 ~ t . dlty of ,'~~P~; ~. I 19 ZL,
. ---.:;::' Y.ul. ,II,,//('
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----
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(I('DUGlION& .I.U.oW(O IN
\!STATl! o~
.1080phl,1L' 1', Ll.hllll1n
___ LOT. or ....J1lli.l\hgrlnnd
I -, r '-\ " I'I
Hit'. .c.UM or . '--' .-,,- ( f-
i(\ i"~ II" 9
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,.\ 4
Countv. W(1~1 PcnnH'hOl:o 'l'oW.llHhi p
O".,.tC;E 0,. THIi
Rr.aIRTlR or WIl.LS
STATEMENT OF DEBTS
AND DEDUCTIONS
or Cumborland __ COUNTY
AND AGENT 01' nil cOMh40NWI,A.lftl
n"TE OF FILING """"AIUM'NT
,':; 1 Ie, / !...~
DATI_Orr DItATH
odoho,- 18. 1978
O.a.TI'-
HO 01"
VOUCH....
N"MI 0"" P,,,""
n..MARK'
AMOUNT
O.IlOOK Hath Funoral 1I0mo
Funornl 0>:pon808
2,198 50
J" ll, Phl11.p
ApprI11fl(\1 foo
70 DO
IrwIn & IrwIn
Iii tnoHfl foos
15 DO
Ite iater of \ :U.1H C bo 1. nd Co, LoltorH To (ll'
~f~iRt.{l"" nf \Jil1 FIr (~ninh'lY'll1
Cnr1.Jsle Hospital.
OutstnndinA hnll1lloo
..2.f. no....
18 00
20 15
3D 00
59 50
25 .lliL..
95. 00
I r. r.
38 00
Cumberlal1ll Law ,Journal
Proo f 0 f advert JsJnf\
EvonInA Sontinel
FrIendshIp FIro Co.
Proof of Qdv~rtIsInA
Ambulnnco Aot-vlee
llenlth Curo Hentul
Oxygon oXlwnHeA
Cnrli8l.e Drill. SlIr 'orv
Outstundin hnl.l1noo
1'tophen GIbbs, H.Il.
Hud 10nl 0)( wnsos
II ro , of It 1. 1't tJ.st:l.cs
1l0l1th cer'ific tOA
l'
0\0-
cbt obU
AlIld D J9hllllOl+--
S. Pnul. Nnzzl\. I\sguire
Attorney foe
3,000
~13.527 l.9
COMMONWEA~TH OF PENNSYLVANIA }
II'
COUNTY OF Contra
I, . Donnld f), Lohtnll"_ HIAI.Y ctAT,rry. THAt. TC'lTHr:'E_T or
MY KNOWl.lal;la AND .U.lliF, THI! ,.OAtI10INa '8 A JUST AND TAU IE JfAUMINT OF' DIBTI, ,-UNr:""L UP'IN"U "'NO IEX,.f1N.... 0,.
:::~::;~:~:'~~/~:~~~.::TO THI mATi O~ .1080phi noS, :~:oll1nnn (/f 9) ~~]to, A. alaUCTION_ rOM
. - I __-J<&L~:l,:CJ,.~'C<-_-,--_..~&_.~l~___'L'.'
IWO,.N AND IU,.CAl ,ID nnoRl: Mr: tH1I /.:' , , j D"Y Of'
.q ~ I. .z..L.
, ".' ',/'1 .;/ll ' '__It
~TTY ClBRY^NT,II~I",y Puhlic
... "I' (ollu{j(!, l{Jldrv Co" (',1.
My (ollllnlHlol1 hpirv, JlJl1U 13, 11/11J