HomeMy WebLinkAbout80-00682
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IN RE: TRUSr ES~'ATE OF
IN TilE COUR'r OF' CCMMON PLEAS OF
ClMBERLAND COUNTY, PENNSYLVANIA
NO. of
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E. PEARL F'OGErsANGER
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PROPOSED SO'IEDULE OF DISTRIBlJI'ICl'J
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It is suggested that '!HE FIRST NATIONAL BANK OF SIUPPENSBURG, now
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Camlom~ealth National Bank, was named Trustee under a certain Trust AgreertEnt
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i dated August 24, 1962, a true copy of which Trust Agreanent being attached
Ii hereto. Under the said Agreement of Trust, the Grantor \~as E. Pearl FogelsangeL
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, who was the life Beneficiary under the said Trust. Upon the death of the said
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I'! E. Pearl Fogelsanger, the said Trust terminated. The said E. Pearl Fogelsanger I
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Ii died the 7th day of May, 1980, Testate, and Letters Testamentary in her Estate
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:i were issued by the Office of the Register of Wills of Franklin County, Pennsyl-
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:, vania, on September 5, 1980, to Mervin O. Fogelsanger, Executor named under
the last Will am Testament of the said E. Pearl Fogelsanger.
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Under the
provisions of Paragraph 1 of the said Trust Agreement, there is the following:
"Upon the death of the said E. PEARL FOGEISANQ;:R, the Trustee shall pay the
balance in the said Trust Fund in accordance with the residue and remainder
clause of my last Will and Testament, that is, to my brother, W. MERVIN
FOGElSANGER, MILDRED ALLEN PCGP.ISANGER, his wife, am their son, MERVIN O.
FOGELsANGER, share and share alike."
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Ii It is further suggested that inasllllch as the last Will and Testament of
II the said E. Pearl Fogelsanger, as probc:ted, provided that the residue and
i remainder of her Estate should pass to her nephew, Mervin O. Fogelsanger,
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than to the persons named under the said Trust Agreement, that under the
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la\~s of the ccmnonwealth of Pennsylvuni<J. the <Jfores<Jid bal<Jnce in the s<Jid
~'rust is now distribut<Jble to Mervin O. Fogels<Jnger, Executor of the Estilte
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I: of E. Pearl Fogelsanger, to be distribut~'C1 in accordance with the provisions
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\1 of the said U1st Will and Testill11ent of the said E. Pearl Fo:jdsilllger, deceased,
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as probated. A true copy of which U1st \~ill and Testament of the said E.
:: Pearl Fogelsanger, ilS probated in the Office of the Register of Wills of
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II Franklin County. Pennsylvilllia, is attached hereto.
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Ii The said Trustee h<Js filErl its First mld Final Account which sha~s a
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Ii balance for distribution as Eolla.~s:
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II PRINCIPAL:
1 _ $2,000.00 U.S. Treasury Note, 7%, due February 15, 1981,
in kind - <Jccount value
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\1 'l'OI'AL PRINCIPAL:
\\INC~:
Ii 1. Cash
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ii 'l'OI'AL INCOME:
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il 'l'OI'AL FOR DISTRIBUTION:
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i: It is proposed that the entire b3.1ance aforesaid be distributed in cash
'Ii arld in kird to the said Mzrvin O. Fogelsilllger.
Ii Respectfully subnitted,
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$ 1,948.24
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Cash arld amounts tanporarily invested in CornllOnwealth
National Bank Carmon Fund A-2
7,051. 76
$ 9,000.00
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$
475.78
$
475.78
$ 9,475.78
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CQMMJNWEALTH NATIOOAL BANK,
Successor Trustee to The First
Natl,'ona}"/tr Bank of Ship~sbur9
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Trust Officer -
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I a;t.1MJNWEI\L'l'H OF' PENNSYLVlINIA
COUNTY OF CUMBERLl\ND
I, Leslie W. Brant, Trust Officer of the Call1llonwealth National Bank,
Ii being duly sworn according to law, depose and
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:: the within Proposed Schedule of Distribution is the only one entitled to
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'i ~tkipate in said fund for distribution to the best of my knowledge, and
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ii that the property awarded to the person therein is the correct amount payable
!i and distributable to the said person.
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"....,~,,~rn and subscribed to before me
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;': "" >...:,:;,~i6i'.. 16th day of October, 1980.
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Hay that the person named in
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Trust Officer
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l~;'l' \~II,I. N'lll '1'~:s'1'/IMI::N1'
1, B. PEARl, ~'O-llit~R, of Lhe \3Ol:ough of ShiWCI1>l\;W:Y' county of
fJ:a.nl<.lw al'ti CUI,,~nw"'dlLh of l''''IU'>lyI.Ydllid' l",ill'J of ::;ound milld, IIlUlPry and
w1dertlt.-llldinIJ, do hereUy IIl<l.kc .100 publl>lh dnd d..,cldre this CIS QJ1d for Wi
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FIRS'!'.
I ctir~ UIAL ",11 Wi just debts alld fWlera1 el<?,IWea 'at fullY
heretofore l~'
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direct IIrJ I::llCcutaX' hereinafter rldll'Od \:0 pay all int~itance, esta~' ::;ucces-
sion i;1I1d legacy taXes to whicllmy et;tale, or tl\13 txCll1l:1fet of any property
hereunder 11101' be subject, .mi to clwrge ::;uch taXes as a part of tlle el<~se
of adllu.nist;rdtion.
I wish to btl \;W:iEd in tlle family plot in tM Spril'O;! Hill
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1 wish to tlllve the 5BlOO Ly~ of foot marker placed on Itrj grave all we have
plaetd on tvt;her 's alld E'aUIC:J: 's gL.Wes. ! >lhLluld like Uw inscription --
O.""h"" , " ,_, , ". do" of bi< "', ,...>,h 11, 18", .... <he do'" of ..... '"
carvEd on \:he lI\'irk.er.
sr:.a:t'IQ. 1 give alld lJ;;queuth to lilY lIoJ~I"''W' MEWlN Q. ~, JR.,
my ,il_e, ." "" ."ti..... ",. de"', which~' hi. .,....f."".' , ,,,k
\ an! _ ..... U_h U~ "".".<J~ 1~"lY ,,,.,, hi" .,,,C, .,,,C g'''''-
fa tlJar .
J alSO WIuWUI WillY m,pht.,w, t-lliHVIN O. E'(XiE1.SJINGEH, JR., tile spool
l.Jed, alt;a haru:lt:d dlMl\ UU:OUlJ\l tll'-' FUJ" I,;.IIl'J", [dlllily frail his great, gn>it
it iH my d..,::;ix.., L\wL LlIlH d":;\( .1flU 5pool bed be kept in the
grard{JilCent5.
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1. 'Jive dlld bL~lu<h to IllY 5bLCr-in-law, MlI.DIW ALU1'l F()'3Elr
FOl]d5dJI>JCl' fumi 1.1'.
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1. u\:;o L"'l'K.ut\l to lilY 51SI.m:-in-law, MIU)HIID
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nUL"kcO wi lh h.:;I: lIil1l1" on it.
J\L hcJ: death
\3dker, ,\lId the lanJ" oILl-f,,,;!,i""'.! eI"III", 1I1.1.,I:;lefLd ill ulue.
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it i~ my L''-~JlI.,tit Uwt: lh.,,;e iLUllti W yivun to l\Ur son, /ofr:I{V!N O. ~~,
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~~!. 1 givu and bequt'1ith to lilY nuplu.."vI, MERV1N Q. ~'CGElSANGEH, JR.,
the nl<U'blL.!~tol' \:11lJle with his flame on it.
~'lb'l11.' 1 ':livo iird becJUOilth \0 I~ llist.cr-in-Iaw, />UWRIW 1\LLIi1'l t'(XiEL-
~. 1;h4!.~.1~9Q 1D.i.~,_w.ee, ~ tt.O lArge' V~t .p<;:tl. ~U De
found in the livilY:l roan, for he.r UllO durin\! h~ lifetime, and at her death,
1 give iIJ'd ~th ~ lliiIllOl to htIr 1DOll, MBMN O. ~, JR.
SIlCl'll. 1 <Jive iU~ ~eath to my nephew, MJ:;RVLN O. ~~, om.,
the ~ll i~ with the ~d on top, which cama frail thIi tole of his
yreat, great UnCle Jalm FogelSiU1l;jllr-.
SEVEN'Ui. 1 give and beqUeaUl to my nt!pheW, MERI/lN O. ~~T,c;I\NDER, om.,
the ooverIid dated 1840 with the name, Eli~th Fogelbiill1l;ler, on it.
E!Glm. r yive iU1d U,.'<.JUCdth t;1'le painting of the old spri.nl:1 yard by
Harold Etter ClIvi all other pictures and all other pieol;lS of furniture to my
sieter-in-Iaw, MllDHED AJ.JEN t~ iU1d her 1IOJl, MERVIN o. t~,
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NINUi. 1 give iII~ beqUei;lt!1 to my sist.el:-in.law, MIlDRED ALU2l FOOEL-
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PANGER, the ~ cake plates, plus the carved water glABlIeS, ani the goblets,
ani aD. other diahesl it ilil my request tllilt the caM pl.taiI, carved water
glasfltlB iird goblets be kept in the FD',jelsanger fandIy.
~..1.!!. 1 give am ~eath to my sister~in-law, MllDIlED ~ FOOELSANG-
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I: w. FlXlliliW'lGI,:R, his wife, Lhe llaid 'l'rustecS to invellt and reinvest the said
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ER, nlY j~lrY, linens, and personal efftlCts.
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1 give ClI~ bt:..>qUeath t.he HUll of SIX 'nlOUSAND ($6,000.00)
[X)l.l}\HS, cash, IN 'l'lillS'l' NE.~mELI,;sS to /ofr:HVIN O. FO'JELSl\NGER, JR. al~ lDIS
SUlII in ley,,1 OL' nOJl-lL'<jal invesU!cnt.s, which~ver in their discret.ion scans
proper, aro. l.O J:lilY frun tillle to tine the net inca'lIe, and 60 IIUlYh of the
pr.indlJ<11 as is nL'Cessary, in Lhdr discretion, for the educat.ion of their
eon, JUlIN M. l'U;U.sANG1::R, ClIld tor the eduC<lLioll of allY Ot:J1er children l:arn
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uf lhuh lI...u:rio.1(JU i1!,u liviu<;l i1L U,U lillI<: u1 illY UU(;Uo..l:;u; i fW;UlLjr dir~ct lMt
Ue tlcUd 'l'r.u:;leuS t;hall \;UY the 111laucu in Ule t;o.1id trut;t fW'Li to the Ilaid
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JOIlN M. ~'OOI';ll:iANt;I::Il, Old \.0 Otny othur children barn of tlleir nw:riagl:! ani
liv.lJ~J at: the time of illY ducc:::dOiO, UlJOlI hill or thoy ruuchiJ1lj the Qg~ of. t\lol;lllty-
fiV'" (25) ydCU'''' llllar.. and i1h...r~ al~. ": I. ""~.,, ," /" , " ,
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YOGW~I(, ilnd ,IN'oIICh: MNUb: FlXlUSNJGI;:H, chiluIUn of my decCd:;ur.1 UrOUlCI,
0lU::N (\. ~'~l{ Cd<.:ll t;l\l;l !lUll vf '1\'10 'l1IOUMNO ($2,OOQ.00) 00LLA1~ Ou.lI,
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'n11lflu;N'ltl., "I giv~ 'iU1d bllq~th to my llil;j\:.ar..j,Q-].QW, Ml~ ALLIi2'l
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~~, UlO liUll of NINE'l\IOOSAND ($9,000.00) 00LI.J\IlS C<llih, absolutely,
providtld U\pll the Ildid MllllHW ALIJ!l'o/ ~ hall not r~lUrit:d at the "
time of lilY Olo.'<>>lsel in ~ tIV~ thd.t the 8jl.ic.l tuumED ~ F<;Y;J-'T .!';l\l'lGI::R is
ranarried at the tille of my ~1:Ie, I then liJive ani bequeath ~ aforesaid
IOUllI of ~\l,OOO.OO a5 ~t of tOO ro;iiduo and renai.nd~ of ll\Y eatQt.e, a,!> herein-
after c.lislJOBud of.
~'OOK1'El:Nm. 'I give ani ~Lh to the FIHST CliUIlCII OF 'ltlE SHE'l1lEHN of
SlUppl;lllslJll.l:Y, pc/uUiylvanw, U1e Ilun of (.tIE 'll1OUSl\ND (~l,OO(l.OO) OOLl-AIlS, Cash,
in I'l'I3IOtjI of my aunt W)d uncle,: 'nIB I\Il.V. ~ D. cmi n,QRWCE Ji'. MlJRl'lfi, and
Iqy unc:ll:!, JaiN Ml::RVIN ~'QGELSANGER, of ~MIlta.ln, 9h11aqelphia, EeMlOylvanw.
FU'1'I::I:NnI. I give and bequ~th to the RIllGE CliUlOl OF '!liE BRE:UlEHN,
10Cdb.'L! an Lhe Ibild frall ShippensD.u:g to NewlJ\.u:g, in Hopewell 'l'OWn.mip,
Cu1~l<uyj County, Pl~Ulsy1vOllia, tl1~ sum of l"lVE HUNDRED ($500.00) IXJLIJIllS,
in lllellPry of my YJ:alldpcln~uls, MH. AND MHS. M.lNNIOI ~~.
SIX'l'El:NllI. I (Jive, clevis", and l.lo:1ueat;ll illY real estate, locatoo at 415
r'ranklin lleighLs, llurouyh of ShipP<'!lSb.u:g, 1o'L"dnklin county, l'e1Ulsy1vania, LO
illY ncpht.'W, MJ::HVLN o. FlX;J::15I1NGEH, JH., ilb501ut,,,ly. It is my sincere desire
that he will appreciaw Ul1s tUlle, l<,et-'P it in excelknt oardition, ~ tJ;ea-
sure it as th~ FO<J"lsdJ1fJur lIanc:;tciid; I rur.Uler <Jive ard bo:]Uooth unto my
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nt!phew, MJ::HVlN 0. FllliJ'a5mi"H, .JI<., rhe L:ClIlL,-,nLs of Ule <Jill"age <LIle! my 1936
Chrysler <luturobile.
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til:.VI::N'I'EEN'nI. 1 ':)IVU dJid wjuu.JLh Ule :;LUII uf 'l\lHlili 'l\IOU::;J\N/) ($3,000.00)
OOLLl\l6, Cd:;;h, absolutely, to Ule ~::;l1\l1 UNU'J;;lJ MJ;;'l\IOOIS'l' ClIUHCH, of Soutll
~unn ::;t.r,-""l, SIUp~l>ilJul:g, J?lm1u.iylvania, Ul'" saici aum to bu Ulied to t::iuwlieh
<I nW;1l~rii.ll, to W tjd~ctA;:d by tl~ s..Iid Church'tj BWrd of '.L'ruStpea, in lllUrory
IJf lilY l<ulov"p E'<1tll"'-C <1111.\ />&:)U~. lllR. !IW) MHS. Ul:l'l'lUlll1~~; tiltS
1l0;flQt'W, \l~ft.. ~l be.. f;j(,lo ll;AtpQ..~, A,~ttJ.ncJ'.,~.fi*l>o~;.Q;l.~ "&W~~..
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aUlly placw wiUun U\i;l chw:ch auditOJ:iLUII.
lW~I'l'liliN'm. 1 '.J.~VI.l and lMluwUl Ule :;\JIII of 001> 'UlOU::lANP (~1.000.00)
lXlWMS. Ci.li;;h. i.\lJQolute.\Y. to the blIilSSll\l1 UNl'l'ED Ml!;'lliOOJ;6'l' CliUlOl, of South
l'C;lllIl St.rtlt:t:, Shil-'LJWI>Ww:<J. J?cJlllsylvCUliil, the liaid S\Il\ to w \,Ii:lIOd to establish
a n~l~ri<ll, to lle ::;c1ecLed b:i th&i ii<lld Chucch'll Board of 'l'ruStees, in nenory
of my IJclwed l;u:oUll"r, W. Ml::lN.LN f~':iJ\N(lI:;R1 this ~ial gift 6hall be so
6taWd Cll'l a httir~ tdull:l or J,l1aque to ba dp},lropriatJily p~ within the
church iludi~'iUlII.
NLNJ::!'UNJlI. 1 giw and J;uauet1th tl1tl sum of k'IW U1JNDRJ:;D (~500. 00)
DClLlAlG, C<uih, ab:;;ulute1y to lilY friend, MRl:i. ~IA OCKER. wife of iV'U3 R.
OCKJ::H of LUCyan, l'eMb)'lv<luia.
'lWJ:;N'l'lJ;'lH. 1 give i,lfd bequei;\t.h the :;um of OOJ:) HUNDRED ($100.00) OOLlARS,
Olsll. ab:;olute1y, to KANJ::N lUNENill and the Bum of OOE HllNDRED ($100.00)
OOLlJlHli, Cdeh, absolutdy to I:lARBAAA IUNE/IRD, children of KENNEtH T. RINEARD,
Jr. of lihil't""llsburg, 1.'t::lUlSy1vanial I further give and bequeath the sum of
ONB lIUNDHJ::lJ ($100. OOl OOLlAl~, Cash, a.\:Jsolulely to Mlts. J;;S'mER OCKER /oO'lERY (
wife of BHUCI:: foWl::HY uf Hut-a1 Houle aile, Newbury, l?elulsylvarUa.
'lWl::N'l'Y-HI<S'l'. 1 (Jive aud u.quea.Ul Ule SUln of '!\'oX) 'n1OUSAND ($2,000.00)
lXJLLA16, Cilsh, auooluLely to LOI::; W. FCGJ::U:;ANGJ::H, wife of my nephew, MERVIN
O. FO;I.:ISIINGl::H, .JH. I 'Jive, devise, d1ld l.lequ'-"lth my lot of ground with
dl'o\311iu\l hUU,;8 crecLuJ Ulet'fjOI1, situaLe al 110 NorUl M:lrris Street, Borough of
tihiPl"-'llsuurg, ~'rilnklill county, l'cn1lSylvania to my nephew, MERVIN O. FQGEL-
SANGJ::H, JH., iilisolul.eJy; 1 furtl~ give, dcvbe, ard be<!ueatll all ~ rest,
residu~ dl1/.1 rU,"lilull!r 01' my "stille lO illY ,;did Il"phuw, MJ::HVIN O. RlGl::l1:iJ\lllUI::H,
JH., aLsolutely.
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I IL:l t.:U).' Ill.lllllo.1I.C, t,.;ull:;iL i L\JL~ LUll! uPl...:)i IlL my 1\l.~LJllt.;..-"",
~lV!N O. l:WJ::1.sJ\NQ::Il, ,m., lu Low UII.: ~l)l," !::xL:CUlol.' of Uliti lilY wsL Will and
'J.'usl:Qll-.:lll, dud I auUlUl-i:w '~lld ~I~ illY :;aid J::xucuUJJ: to lieU at pulJlic or
private ui,llc <.lilY ro...l <u1Ll P<'!:tilJlwl pro~ly Hol hlo\J:eillbefor~ tJpccificqlly
Uey,Utli;ltJltid .u~ r.lwi:;w, QJIl.l w,iUllJUl; dny,Oi:WJ; of i.ll\y QJ:pI\AAIoi I Court.
>>~",.I;ll;WIi.WR,'1 ~u'-..iA\!l;I)Q.~~'Il\Y, ~~:r~~~(o',oIPJ~ ~'J~:I
~'C(jJ::LSIINl.il~R, <u1d or, hc.r sun, MJ::HVLN O. 1''(X~l.':;NI/(~gll, JH., my lluplli'.'w, !3hould
1.\r....1Ll':c.xule;.: nil': or \oN :;;/ltJul<J \lit;l LU'J",UIu,J: i.n c;l C<.IIIIWlI disiJ.t;t~, I. Iwreby give,
deviJo~.a.nc1 ~U611th l;iuc.h ~tsqfllry 6:i1l;t\W ill> 1: twVll ~e~~ ~vi~
<U'ld l.JtlQ~~t:.heQ. to IIry l5ieturTin,..,.J.Ll,w, .MJ.W1tJ::N /IUJ;1'll:~ aut 1,.Q my,
nepl1l..'W, ~lbI O. l:W~I, JR., d:; foIlCIWli:
In ~ went illY ne;.:plu;:w, M!::l{IJIN O. l:~, JR" should prooecease me
or 600uld die tQ<JeUl& with me in a cqlll101'1 disaster :j; hereby 9ive, Q.flVise,
and bequeath my real t;lstate locaU:ld at 415 Franklin lIe19hts, llarough of
SIllwei\lOWr9, franklin Cowlty, PtmrlSylv<uua, to lilY sis~-in-law, MlWREO
~ !:~, for am ~urilY:l her lifetime, and at her death to the child
or cl\i.ldre.n of MEINJ.N O. &~, JR., who are livID3 at the time of my
decease, in equal shares, slare aru lihare alike. In such event I give ard
beque<l!;4 pll the ~~t W ,allOl.ID;!er of my estate that I have hel:einabove
, bequeathed to MJ::RVlN 0, ~'OOELSJ\NGEH, JR., to 'l1IE !:'IRS'l' NATIOOAL Bi\NI< ct'
SHIP/;'ENSI3lmG, IN 'mUS'l' Nl:.'VER'l'IElliSS, tl16 sa.id '!'rUsb.~e to invest the property
in legal or non-legal invesLJ1~nts, whichever it dL'<.3llS best, and to pay so
lIalch of the i.ncane arid principal as are n€.oces::;ury for the education, support
and maintenance of the childrt;l1l at MJ::HV1N O. f'CGI::lSANGER, JR., my nephE.'W, who
are living at the tillle ut illY dl--cc<1se, alu La pdy UlLl &lid balance of the said
'I'ru::;t to Ule &lid child or children of MERVIN O. F~iER, JR., upon the
II ::;aid child or children rt:..lchillCJ the aCJe of twenty-five (25) years, share and
::;hilrU alike. In Ulll event illY ,,;i::;tcr-in-ldw, MlLDHlID ALLEN !:~ER, should
II lJIWecea::;c Il'e or we ::;hQuld die l:D<Jether in a conllon disa::;Ler, I tlmn 'Jive and
l..L~jUecJUI aU of Lhe pcol",rly wl\Jch 1 have hL:fL:inb.!toce b_'<juG<.thw to lhe &lid
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Ii BE'f'iIE'E:ll: E. PEARL ~'OG'(I.SANG}:R, 415 .ft'I.\nklin Heighte, Shippllnsburg,
!I Franklin COWlty, PennsylvanIa, (hel'eiIlftfter called the Grantor), Party of
II the Firs t Part.
11
Ii TRF. FIRST NATIONAL !lANK OF 9RIPPENSBUliG, SHIPP};NSBURG, PllINBYLVAlJIA, (bare1n~':',,",:
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iia.fter called the Trustee), Party of the Second Pll.rt.
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II WI1'N'ESSETH, That the Grantor in considerll.Uon of t,ba 8Ula of 0D.e ($1.00)
!I Dollar to her in,hand paid by the Trustee, the recel!lt whereof' 18 hereby e.ck-
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II now1edgt\d, and of the cove!U\nts l1erelnatter contained, ha.th I1oU1gned, trans-
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Ii ferred and eet over unto tll" Trustee the ewn of Ten TllOus/l.oo Dollars Ce.Bh
\1 ($10,000.00), the receipt of which Bwn ie hsr~by acknowledged 'by the TrustBll.
:1 TO IIAVJo: AlID TO HOLD the Railt SUl1l to th.e sald Trustee, its tluccessors
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'11' or atlsigns, upon the following oxpres8 trust Il.Ild corw'ltlons And wHh the powers
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11 aod 1l.m1ta.t1ona btirel!U\fter conferred and. sst forth, that'1e to" sllY:
\ 1. To lnves t and reinvest thf\ said principal. llUUl in legal' or nOIl-
legal lnvIle tmentB, whichever in the discretion at the said
Truu tee shall seem proper. fl.n,l to 1Jll..v thtl n{\ t ll100lne Bemi-
1J.11nually to the !\II 1,1 E. PEA]!!. FO<'..K15All/:Jo:R. Upon the death of "
the Sllid I;. PEAR!. ]l'()~:J.SAHCWf, the 1'ru.stee sna.ll ~y the balance
in the aato 'rrust F\Ulo ill accordll.nc6 with the l'etl1due &ud 1'e-
1l\Il.1nder cl.Au~p. of 1Il,Y la~t 1l'i11 an,t 'ree~(unent, that ls, to IllY
broth~r W. m;J{v!Il ~'OGBJ.SANm;H, MIl.D!n~!) ALLEll rom~LSANGEl\, h1s
wife, aw:l t1letl' ~Oll ).{EJlVIN O. FOCD:LSA)WKii, 'lwe Mil. Bhal'e
e.J.lke.
'1'HIS IN l'iEtlTURE, made thl~ y.,...ut{ dny of Au~,'ust. 1962,
AND
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The Trustee tll expressly authorized !lnd empowered, tholl8h not
'required, to ('etaln n.rr;r and 1l.11 securities and property trlUls-
fl'lrred to it hel'~IUlder or hereafter l'llcetved by it and with
full ]10\/"1' Ill\<t nuttlol'lty to C!U\II(:" ill",'stlnelltn /illd to lnvoat
lU\d re1nve~t tile )lrtndpa.l ln sucli n~cl1.r1t t65 and proporties
Il.R 1t tn tb ,!l~CI"".toll may detertnllle 8.n,t IIhethel' or !lot th{\
~'U(1tl bfl 1l.'ltl!oJ'h~Ll b;/ 1m.1 1'01' tl~l ilwe5tmellt or tru.3t fWllls.
J.
It is her..hy ,'X:H'es5ly uuder5tOQd un~ agreerl ttll\t the Grantor
nllA.ll havo th", r\g"t n.t a.IIY Lillie antI from time to ttme to I\S-
nigH, 1,I'ILIISf",', (ld tv.!)' or lttJl'fJS1t \'Ilta th" Tru~te" additional'
n"cnl'1ttl!~ .)1' 1Irnnr>I'I"v which t"'(o"{m~""l 51Ulll ber;,)m" n. ]1l1l't of
t.he tru"t e"L/lt" a ",\ l1'Jb.lcct ill every re"lJ"ct to the tl'lll\t 1.\l\d
,:,tl tfll'lll~ 1\'''] con,) l, l'M of thi3 t,uteutw'".
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ltC,' tlllle by I.l II'JI.tC", III "'I'\tln"" B!(:"..'d "'.I\d IIclmowlel'.ged by
I"". IIn,l fll,',' \/\L', the 1'l'UnLe", to "I'v<lk.., Clule",l tllld tUUlul
t11\S \!tde~lf.un~ 'llltl 1.!1l~ 1...11,';''l,; \.'l'el\,f.ed l1f'rl~lJy awl hlAO l'~:St:n'tH"
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.md. l'etnlna the ri"lit I1L nny time 1I11t1 from Utntl to Ume by 11
notice III wriLI",.;, signed by her allll rUed w1th the ~'l'u~tee,
to !\ltel' , IIIn,,"li llluJ mod I ry this Il.gref'lnellt in nay UM evel'.Y
I'e~pect.
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II' The 'l'ruRtee by .I<l11l1n8 in the execution
I s1gnifies its /l,CCtllltahl;il of thtl trust.
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It ts exprosHly understood tlll.t the Tru~tee shall have
right l\t 111\'( tl"ll~ to 1'~811;n by givln~: II. written noUe"
Us l'eHl/l,lu\tl'jt\ to th.! GrlllltOl'.
tli~
of
of this u.~;reem!)nt hereby
IN WITNESS WH}~EOF, the eaid Parties ~Ye hereunto let their ,bands and
the day and year first abovtl written.
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TIlE fIRST lIATIOIL\L BANK OJSHIPPEllSBURG,
SHIPP1~lSbURG, PENNSYLVANLk
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C01.p,ION\:r:AL'1'1; OF PEll"lSnV,;'.:l/\
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: C.',t1,:TY \,1' Glq.llq,:RI.i\ilD .
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till,' of AUgll~t, 191>2, b~fore me, a Notary Public,
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to lIIe (or 'Jatlaf/lctorll,v f,roJiUII) to Lu the peJ'~on whose name 18 Bubscribed
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to the w 1thin ins tl'Wllcn t, anll Ilcl\Jlowl~dged that she eXllcuted the Ilame for
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the purposes therein contained.
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IN WITlfESS WHBIU.;Q:" I l1erewlto
se't ]'~ and )r1~"-~
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!i COMMOJM:ALTH OF PENN5YL'lANIA
.11 COUNTY OF CUKBE1l!AND . . .. 55.
!I OIl t.b.1I1:' t.~ :)LI bt&.1 ot AlJ8UlIt, 1962.. bo,eore....,aIlOW1,,"Publ1C.. / .
11 tohe undBrdgnod. Officer, perllonall1 appee.red J. B., JIoc.lr,i,ramj.t.l1., who 'aclmQw:' , "
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j' led8ed himBelf to be thl! President of The F1ut Nat1o~ J3aD.k ot Shippens-
, burg, Sh1ppenBburg, Pennsylvania, a corporation, and that .~ &a Buch Presi-
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I purpo.e~ therein contained by etgning the name of the corporation by him-
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Ii III WITNESS WHEREOF, I herewlto set my
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. of
TRUST ESTATE OF E. PEARL FOGELSANGER
FIRST AND FINAL ACCOUNT OF THE
COMMONWEALTH NATIONAL BANK
SUCCESSOR TRUSTEE TO
THE FIRST NATIONAL BANK OF SHIPPENSBURG
TRUSTEE UNDER AGREEMENT DATED
AUGUST 24, 1962
ACCOUNT STATED TO OCTOBER 6, 1980
PRINCIPAL
SUMMARY & INDEX
PAGES
Receipts
Less Disbursements
Principal Balance Remaining
$ 10,000.00
1,000.00
INCOME
Receipts
Less Disbursements
Balance Before Distributions
Less Distributions
Income Balance Remaining
Combined Balance Remaining
$ 11,468.12
1,117.65
10,350.47
9,874.69
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$ 9,000.00
475.78
$ 9,475.78
COMPOSITION OF NET BALANCES
Account Market
PRINCIPAL Value Value
$2,000 U. S. Treasury Note 7%, 2/15/81 $ 1,948.24 $ 1,977.50
Cash and amounts temporarily invested in
Commonwealth National Bank Common Fund A-2 7 ,051. 76 7 ,051. 76
TOTAL PRINCIPAL $ 9,000.00 $ 9,029.26
INCOME
Cash $ 475.78 $ 475.78
TOTAL INCOME $ 475.78 $ 475.78
TOTAL PRINCIPAL AND INCOME $ 9,475.78 $ 9,505.04
ll!H S7 r'" '100
2
INCOME RECEIPTS
11/1/62
3/30/65
Paul Young M.P.C. , mortgage
Interest
403.50
$
Robert A. Strohm Jr. , mortgage
8/21/63 -
4/5/66 Interest
83.24
William Crosson, mortgage
10/7/64 -
8/1/66 Interest
57.50
Blue Ridge Homes, mortgage
5/17/66 -
10/24/67 Interest
36.32
Richard H. Barr, mortgage
10/6/68 -
11/4/69 Interest
39.09
Edith M. Craft M.P.C. , mortgage
11/14/62 -
6/23/70 Interest
644.71
William R. Bard, mortgage
6/9/70 -
11/3/70 Interest
6.83
William M. Richardson, mortgage
5/23/67 -
10/4/71 Interest
105.39
Albert J. Kriner, mortgage
8/30/66 -
10/29/71 Interest
225.63
01 iver R. Rotz Jr. , mortgage
10/16/62 -
5/16/72 Interest
1,861. 33
Howard G. Bock, mortgage
5/3/66 -
9/5/72 Interest
8/12/70 - Donald Franzoni , mDrtgage
2/26/74 Interest
326.91
414.57
L::tP S7 'iLJ2
4
Income Reciepts (continued)
Certificates of Depoait with Commonwealth
National Bank (Successor Trustee to the First
National Bank of Shippensburg
2/12/75 -
4/15/75 Due 4/15/75 $ 12.5l
5/30/75 -
6/25/75 Due 6/25/75 8.62
7/31/75 Due 7/31/75 5.50
8/29/75 Due 8/29/75 5.65
9/29/75 Due 9/29/75 5.88
11/19/75 Due 11/19/75 10.77
12/31/75 Due 12/31/75 10.94
2/27/76 Due 2/27/76 14.58
4/27/76 Due 4/27/76 14.06
6/28/76 Due 6/28/76 15.00
8/9/76 Due 8/9/76 8.17
8/28/76 Due 8/28/76 14.06
9/7/76 Due 9/7/76 3.94
11/26/76 Due 11/26/76 20.62
12/6/76 Due 12/6/76 12.94
5/6/77 Due 5/6/77 3.94
6/6/77 Due 6/6/77 9.00
9/4/77 Due 9/4/77 18.98
12/6/77 Due 12/6/77 24.38
6/20/78 Due 6/20/78 4.38
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Income Receipts (continued)
9/17/78 Due 9/17/78
12/15/78 Due 12/15178
3/16/79 Due 3/16179
5/15/79 Due 5/15179
8/13/79 Due 8/13179
11/12179 Due 11/12179
2/9/80 Due 2/9/80
5/9 80 Due 5/9/80
3/9/77 -
10/6/80 Due 12/8/82
3/22/78 -
10/6/80 Due 12/16/83
Commonwealth National Bank
Common Fund A-1
6/2/80 -
10/1/80 Earnings
TOTAL INCOME RECEIPTS
INCOME DISBURSEMENTS
3/21/72 Pennsylvania Department of Revenue -
1971 income tax
9/4/63 -
8/5/76 Cumberland County Personal Property Tax
6/10/77 1977 per capita tax
5/7 /76 -
7/20/79 First National Bank of Shippensburg -
fee for preparing tax returns
4/1/63 -
9/11/80 Commonwealth National Bank - commission on
collected income
TOTAL INCOME DISBURSEMENTS
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7
8.00
10.13
32.50
24.37
45.49
55.83
74.03
82.68
714.66
355.64
W5
1,627.25
86.55
$ 11,468.12
$
8.17
507.77
21. 15
25.00
555.56
$ 1,117.65
INCOME DISTRIBUTIONS
E. Pearl Fogelsanger
11/1/63 ~
4/8/80 Distributions
TOTAL INCOME DISTRIBUTIONS
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$ 9,874.69
$ 9,874.69
COMMONWEALTH NATIONAL BANK
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Trustee under Agreement with
E. Pearl Fogelsanger
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