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A. To retain any investment owned by me at my death.
B. To make such investments and reinvcstments and in such pro-
portions, without limitation to what are known as leDal invest-
ments, as shall be considered beneficial to my estate, including
common and preferred stocks, securities in the corporate fiduciary
or in a holding company controlling the corporate fiduciary and
common trust funds operated by the corporate fiduciary.
c. To sell (and to grant options for the sale of) any real or
personal property at public or private sale for such prices and
upon such terms as my Executor considers proper, without liability
on the purchasers to see to the application of the purchase money.
D. To borrow money without liability on the part of the lenders
to see to the application thereof, and to mortgage or pledge any
real or personal property.
E. To register securitics and other property in the name of
a nominee.
F. To make distribution in kind in shares different in kind from
other shares, at valuations to be fixed within the sole discretion
of my Executor.
G. To compromise claims.
v.
said Executor in any jurisdiction in which he may act.
I direct that no bond or other security be required of my
IN WITNESS WHEREOF, I have hereunto set my hand and seal
,th
:J 7 day of J VI '1.e ' 1980, to this my Last Wi 11 and Test-
this
ament typewri,tten on three (3) sheets of paper (including witnesses'
si,gnatures) .
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RHODA : 'LiNHE~T
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declared unto us, the undersigned, that the foregoing instrument was
On the
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J I.'! y! <2. ..
, 1980, RHODA G. LENHERT
her Last Will and Testament, and she requested us to act as witnesses
to the same and to her sIgnature thereon. She thereupon signed this
Will in our presence, we all being prescnt at the same time, and we
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P.EV.449EXi (3-80)
COMMONWEA~ TH OF PENNSY~VANIA
D'EPARTMENT OF REVENU~
TRANSFER INIIERITANCE TAX
RESIOENT OECEOENT
AFFIDAVIT OF
FIDUCIARY
(Instructions on Roverse Side)
*'
Estate of Rhodil_,g~~,_LE!r1_~ert__
Lost Address 321 M~_s;siah__Vil}age
_~~cha~ic~burg, PA 17055
Dote of Oeoih
January 4, 1981
Social Security No.
273-34-8119
Bureau File No.
County File No.
,) I-/q?/-Ji!
(CITYI
(S T~, T 1::1
I ZIP)
1. Decedent died:
( ) Intestate (without 0 will)
( X ) Testate (leoYing 0 lost wi II--copy attached)
2. Is the filing of n Federal Estate Tax Return required far this e5tote? Ye5_ No X
3. (X ) Executor/Execlltrix
) Aclmini5tratorl Administratrix
Name Lois L. Beachy
Address 648 Belvedere Street
Carlisle, PA
(CITY) (STATE)
4. All correspondence should be mailed to (X Attorney
) Fiduciary.
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17013
(ZIPI
5. If an attorney is representing the estate, indicate:
Name Jeffrey A. Ernico
Address 2917 North Front Street
Harrisburg
(CITY)
PA
(STATE)
17110
(ZIP)
List 011 safe deposit boxes registered in the decedent's individual nomej,or jointly with, or os on agent or deputy
of another, or in docedent's individual nome with right of access by anot er os agent O'r deputy. Include the name
and address of the bonk or other institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
NAME AND ADDRESS OF BANK OR OTH ER INSTlTUTICN NAME O'R NAMES IN WHICH
IN WHICH DECEDENT MAINTAINED A SAFE DEPO'SIT BO'X SAFE DEPO'SIT BOX IS RECISTEREO
Corrrnonwealth NatIonal Ban . - Upper A ,en P "a
Mechanicsburg. PA 17055 Rhoda G. Lenhert
RE~ATIONSHIP O'F JO'INT
HO~DERS TO' DECEDENT
Under penalties of perjury, I declare that I hove examined this return, including accompanying schedules and
statements, and to the best of my knowledge and belief it is true, correct and complete.
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SIGHATURE OF FIDUCIARY
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DATE
QUESTIONS CONCERNING PROPERTV TRANSFERS
1. Did decedent, within two years of death, make any lransler of any material part of his estate wilhout receiving
valuable and adequate considemtion? (Answer "Ves" or "No",) Nn
2. Did decedenl, wilhinlwo years of death, tmnsfer property from himsel fI hersel I to himsel f/hersel I and another parly
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No",) ~
3, If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following
information: .
a, Age of decedent at time of transfer.
b, Copy of death certificate.
c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer,
d, All other information supporting nontaxability of transfer,
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Ves" or "No",)
a, Was there any possibility that the property transferred might return to transleror or hislher estate or be subject
to hislher power of disposition? (Answer "Yes" or "No" ,) No.
b, What was the transferee's age at time of decedent's death?
5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transleror expressly or impliedly reserves for hislher life or any period which does in fact end before hislher
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No" ,) -No..-
b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No" ,)
6, If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
7, Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Ves" or "No".) No.
8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Ves" or "No".) NO.1
9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No".)
R EV-457 EX+ (7-601
COMMONWEAL TH OF PENNSYLVMII,\
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RE~IDENT DECEDENT
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I]ORIGINAL
INHERITANCE TAX
APPRAISEMENT
o SUPPLEMENT AL
Estate of
Rhoda G. Lenh~!t_,_,__,___,_____ File No. _21~B!'-:.Cl()J_lt...__,__
Caun ty
Cumberland
Date of Death _.....'!~nuarL~. 1981
In the ovent that any future interest in this "state Is transferred In possession or cnioymcnt to collateral heirs of the decedent ahor the
expiration of any estate far life or for years, tl.f.l Commonwealth hereby eICpressly rCSCtVUS fila right to appraise and assess transfer
Inheritance taxes at the lawful collateral rute an any such futuro Interost.
, ..
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
Total Real Property - SCH. "A" . . , . " $
Total Personol Properly - SCH. "B", . . . $
Total Jointly Owned Property - SeH. "E" $
Total Translers - SeH. "e". , ,'. . . ., $
None
63.??1.1';
Unreported S
Unreported S
Unl'eported S
Unreported $
$ None
$ --.9.3., 771.15
$ Jnne
$ None
$ 63.771.15
Nnne
None
o LIFE ESTATE
DANNUITY
I TOT AL GROSS ASSETS
DREMAINDER
TOTAL VALUE
$
I do hereby certify that the obove appraisement is mode in conformity with Pennsylvania low ond has been filed this
day with the Register of Wills,
PJM/" N1't~A.f1!r,f)
APPRAISER
OS/28/81
DATF
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RCC-J 14-73)
COMMONWEAL TH OF PENNSYLVAtIlA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR CHARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of May 2B, 1956, P.L, 17S7, ond Act of June 15,1961,
P,L. 373, os amended)
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Application is hero by filed for tho approval
of an exemption from Pennsylvania Transfer
Inheritance Tax an the transfer of the property
described below:
1, Bureau Fila "--21..81..0014_,
5, The Commonwealth's appraisod value of the property far which an oXomptian is claimed is S 7,723. eo
(Nate: Where the praporty is athe, than a specified amount of cash, tho exemption Cannot be approved until tho va'ue of
the property has been established by appraisal by the Cammanlvealth, oxcept in those cases where the amount of ,the gift
or bequest represents a stated fractional or percentage portion of the entire estate or tho entiro residuo, In thoso casos
enter such fractional or percentage amount above).
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4, Name of Decodont ~G. r"'l:IheJ:t-
6, Check the manner in which the trans for WaS effected and submit 0 copy of the document authoriZing the transfor, IInle..
such material has been previously filed.
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Will 0;
DEED 0;
TRUST INDENTURE ~
SURVIVORSHIP 0;
OTHER 0;
(If ather, oxplain)
7, Correct Businoss Namo and Address of Charitable Organization recoiving property:
NAME
Board for Missions of the Brethren in Christ Chur(!h
48 1 2 S. Market St. Box
ADDRESS
o See listing On reverse side for additional charitable organizations covered,
8. I cortily that tho information contained herein is, to the best of my knowledge and belief, truo and correct.
(,'
Signaturo of Applicant',
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AddrossafApplicant 6411 JlAlvAClA"e R"., ('"..HAl"" 1>1\ l7nl)
Official Titlo
F:VAt"'!nfo...fv
Date
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Thl. form must be camplotod In trlp'kato and 011 throe cop'o, dolivorod to the Rogistor of Will. for the County in which tho decedent
resided, or In which letters were illued for a non,re.ident decodent'. estate, II the decedent was 0 non,resident of Pennsylvania and
letters were not Issued by a Pennsylvanlo Register 0' Wills, deliver all thrco copios to .he Director, Bureou of Cou,,'y Collecllons,
Penna. Department of Revenua, 26 S. 4th Street, Harrisburg, Po.
Do not write below this line. For Official Use Onl
APPROVED: For tho Secretary of Revenue REFERRED to Bureau Hoadquorters
Approved 0
For Secretary of Revenuo
Donied' 0
(Initials of Register of Wills)
(Authorized Signaturo)
(County)
(Titlo)
(Dato of Roforral)
(Date of Actionl
.. See reverse side for reasons
MUST BE FILED IN TRIPLI('Uc
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker,
AIi debts being claimed against an estate are subject to the approval of the Register of Wi lis with whom the
Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be ciaimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim tha exemption, In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column,
2. Assign consecutive numbers to each item listed,
3, Enter the date on which each debt was incurred and/or paid,
4. Enter the names of each payee,
5, Provide a brief explanation in the remarks column for each debt claimed,
6, Enter the amount of each debt being claimed,
7. The form must be signed by the person 'who has assumed the responsibility for paying the debts,
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RW-8
INVENTORY OF REAL AND PERSONAL ESTATE
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31" t~l' tJluttl'r lIf t~l' tetatl' lIr.....Rl),<?,?H..~,',..~,~!:h~!:,t;...,......,.........................,...,
, ~rland
lale or ..):\\'\~hf!n.~,9,~,~!-!~9..,...........,...............in the County of ,Slate of Penna,. decealJed,
Jnutntllru of the real and personal eslate which were of the above-named
,J,(,I:1,9,<;J.p...Q"..Me,nh~h,1;............,.............................................., deceased, Taken and. appraised
the ................., day of ..........,.................19 (Date of death ,J/..41.?,L..........)
1 certificate of Deposit No. 1-04678-80, Arcan
National Bank, Arcanum, Ohio
2 certificate of Deposit No. 1-06946-70, Arcanum
National Bank, Arcanum, Ohio
3 Account No. 11114846, Arcanum Federal Savings
and Loan Association, Arcanum, Ohio
4 Checking Account No. 312-000098-3, Commonwealth
National Bank
5 Savings Account No. 31-0040139-1, commonwealth
National Bank
6 certificate of Deposit No. 31-670, commonwealth
National Bank
7 Certificate of Deposit No. 31-732, commonwealt
Na tional Bank
8 Jacob Engle Foundation, Inc., Account No.
LEN36800l
9 Jacob Engle Foundation, Inc., Account No.
LEN368002
10 Jacob Engle Foundation, Inc., Account No.
LEN368003
11 Stamp collection Appraisal
12 Coin collection Appraisal
13 1977 Chevrolet Nova
14 Equity in Occupancy Agreement with Messiah
Village
15 Bookcase
2,045 00
1,523 02
2,522 41
716 44
2,024 63
1,100 97
1,065 64
8,009 21
6,006 90
6,007 23
1,251 01
511 60
3,300 00
16,260 00
70 00
TnT^L
S?',414 or,
RECAPlTULA TION
Appraised value of PmHonal Propurly ..........................................................,.......... $ .:.?:....~,.~.~:.~.6
Appraised V I I 1 I I . ,.""-""0",,-,,,,,
a lie 0 mil e" all..,.....................................,....,....,..,...............,......... .
Totlll appraised valllll ........""..".."....,..,..""..,.,......,......,",........,',..,"""",....,...... $ ,?,~..,~,~,~,:,~,r;
AFFlDA VIT OF PERSONAL REPRESENTNfiVE
County of Dauphin ..:
Lois L. Beachy
......................................................................"......................................................................
Execut r.i K
Admini.trat Ilr the Egtate or.."..""..;Htw,r;ji.\..,G"....l"(~r,\b.c,r.,t,,....,........,..,....,..,..,......,..,..,......,
deceased, brill!: duly,..............,f),\'f,9.!:'.r!......, ,..................,.......... accordill~ to law, depose and say that the
items appearing in the lnvcnlory inchu.le all (If the personal assets wherever situate and all of the
real estate in the Commonwealth of Pennsylvania of said dcrcdcnt; that the valuation placed opposite
cadI item of said I nventory reprc~ent!; its fair value a~ of the date of the decedent's death; and that
decedent owned no real estate oUl~ide the Commonwealth of Pennsylvania except that whil~h appears
in a memorandum at the cndllf the Inventory.
Sworn 01 b 'I ,01 ~ \
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Notary Publle, Dauphin Coun~J, PennsylvanIa Ca r] I 51 e, P ^ 17013
My Conllnl"len E.><plres Jonu 'ry 10 191t'1.
.. . --INSTRUCTIONS
1. An Inventory muat be Died within three months after appointment DC personal representative.
2. A supplemental Inventory muat be DIed wlthlD thlrt, days of discovery of additional assets.
a. Additional sheets may be auached as to personallY or realty.
4. See Arttcle IV. Fiduciaries Act of .1949.
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STATEMENT OF REASONS
Distribution is made pursuant to the Last Will and Testament of
Rhoda G. Lenhert.
Distribution is made pursuant to the Trust Agreement dated June
27, 1980, and amended by Amendment to Trust Agreement dated
November 17, 1980.
U~lll 99 PAGE 704
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Disbursements (cont'd)
5/6/81 - Gingrich Memorial Stone
Marker
5/7/81 - Messiah Village
6/18/81 - Internal Revenue Service
Penalty
8/3/81 - Final Payment - Inheritance
Tax
230.00
70.19
14.12
1,560.53
$12,977.98
1) Balance
$ 12,977.98
$ 13,763.74
2) Commonwealth National Bank
Certificate of Deposit No. 31-343 10,355.79 plus accumulated
interest
Certificate of Deposit No. 31-695 1,001.30 plus accumulated
interest
Certificate of Deposit No. 31-670 1,100.97 plus accumulated
interest
Certificate of Deposit No. 31-732 1,065.64 plus accumulated
interest
Money Market Certificate 7177 10,000.00 plus accumulated
interest
$23,523.70
2) Balance $ 23,523.70
3) Jacob Engle Foundation, Inc.
Account No. LEN 368001 8,009.21 plus accumulated
interest
Account No. LEN 368002 6,006.90 plus accumulated
interest
Account No. LEN 368-003 6,007.23 plus accumulated
interest
$20,023.34
3) Balance $ 20,023.34
L1BER 99 PAtE 699
-4-
1) Balance $ 13,763.74
2) Balance 23,523.70
3) Balance 20,023.34
$ 57,310.78
Expenses to be Paid:
Ernico & Fenicle, P.C. -
Attorneys' Fees 993.00
Lois Beachy - Executrix
Commission 2,061.69
Filing Fee for Final
Account 100.00
Copying Costs, Postage
Costs and Toll Calls 19.38
$ 3,174.07 $ 3,174.07
Balance for Distribution $ 54,136.71
US[R ' 99 PACE 700
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