HomeMy WebLinkAbout81-00724
No. 21.81 ,'",1
PB'rITlPN ,FOA PROlSATE OF WILL AND LElT'r&AS TeSTA~'NTAAY
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In the Belate of Q2.Q,rile 8,. Spql1r.1Ql~
__,dfloea~~d, .
To Reglstsr of Wille 'or Iho Oounty of Oumberlllnd, In Ihe Oommonwealth of Pennsylvania,
Pelltlpnor(sl~(are) the exeout Ol'B
named In IheLast Will and Testament of
Geot'11.8 S, Spanfder . _. dated ..Iebnldpvll. 1981
Deqedentwas a olllzan of the UnlledStates and II resident of lemovne,
:n1W11t't1fIt (l3orough), Cumberland OountYi Oommonwealth of PElnnsylvanla,
Oeoedent. died on Mondiw
the 16
dsy of .l/Qy,emlxlr
A,O.1L!ll_,ln the
Oountyof Cumberland '. , ",' ., ~_,State,Of. Ponnll, at the age of _1!L years,
Oeoedeht ~ (hae not) been married and'I'I11~ (has not) had ohlldren born to him (1'IlfrJslnoe the ex.
eoullon 0' the above deaorlbed Will, '.
Deoedent was poseeseed of person'al property to the value of -'--
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and of real estate to the value of
ae ,"eara~ oan be asosttalned; said real estate situated as follows
.
Thereforll, your Plltltjoner(a) respeotfully apply(les) forlhe prObate of Ihe said Lall,l WlIlllnd Teeta.
ment and fpr Letters Teslamllntary tharon. '
Datsd November 30. 1981
'" DAUPI~nU).PJrosI'l'Bf.j1~ pND TRUS'l' COMPANY '
Name ahd address By: C?.f;., 4'0' If $1:4t, , '
of Petllloner(s) , " Y!'l'''~t''"P~'';I r-' rq.,.. ,Jl ~-'<t'~'
. . J "~~;h{~i~)l~.,~';'~' nn~~;~ ',:?t~'/' ' .
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'C8 t8V'3nS \: JanR et'
IlAIIPHTN nF;B:lliIT-aAN1U\NJ:L'.rRUST COMPIill4..i!Qe~phi.ne E, Spr.U1ltler and AHee St0V8llit Spangler
named ,In above applloallon, being duly BW(Wn " aooordlng 10 law saYle) thaI Ihe
st,a,t ements set 'orth In this pellll~n are Irue tl;l the beet ~.;.>~t' 'vk:~I~~eand belief,
J;lWQr.1L__and eubsorlbed before " C./ 1-11-",,_ ;I' /f.f:&...... ,
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l!f~, Flied; DecAmber I, 198J. ' AllorneY!lj(~'~C'/"'f " /I t~rk~,;IN D
v' ,
a?/-$-:7q;~ /1-3::lc2 .. / W - ;,JG,.;>\
OOMMONWEALTH OF PENNSYlNANIA }
OOUNTY Oil OUMBERLAND
1',0, I30x 2961
8 sHarr.lsburr;. PA 1 nos
I q~~;, AA,d' ~~IIUh t:l'\e"W1\I#
($2,000) to pARl\OISm WUWlMN CHURal, R.D, #1,
H. ~ give ana bequeath th/3 sum of '!WP Thousand Dollars
(~2,OOO) 'to Ll\I<ESIbm l'l1l1WlMN OIUROI, Ilarrisburg, Pennsylvania,
i. I give aha beHueath the sum of O1e Thousand Dolla+s
(~l,OOO)' to TREssr..mRMwnWlMN SElRVICI~ ASScx;:ml'ES, Canp Hill, Pennsylvania.
J. I give ana bequeath the s,um of O1e';t11ousand Dollat'l;!
($1,000) to EGlMEJNICM D'OOD BANK, c/oMElSSIAH LUTlID:iWl CHURCH, Harrisburg,
i>ennsylvania.
K, I give ana bequeaththc;l swn of CI1e Thousand Dc;lllars
($1,000) to ffillART ASSOCIATIOO-SOtJl'H mN'!',\w'PENNS\'LV,>\NIA CW\P'1'm~, Harrisburg,
Pennsylvania.
L, I gl.ve and beq\.lGath'the swn of O1e ThOU8anQ Dollars
(~l,OOO) tc:;l1\MllJ1UCAN CANCER SOCIETY, CUMBl!IRLIIND COUNTY UNIT, carlisle,
Pennsylvania.
M, I give and bequeath the sum of O1e '1110usi:1nd Dollars
(~l,OOO) to WEST SHORE PUBLIC LIBAARY, Carrq;> Hill, Pennsylvania.
N.I give ana bequeath the sum of ,))'ive Hundred Dollars
($500) to HISTO.RICAL SOCIETY OF O1\UPHINCOUNT'X, Harrisburg, Pennsylvania.
O. I give and bequeath j;he sum of Five Hunclted Dollars
($500l,to C\.MBERLi\ND OJUNTY HISTORICI\L SOCIEn'Y ,carlisle, PennsylvAAia.
:J;TEM IV, I give, devise and bequeath the residue of rrv esta~, of
eVeW nature and wheresoever situate, inoll.P:l.ng ahy prq;Jerty over whiph I
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shall ha\l\;l any ~r of appoinbrent, to the DAUPHIN DEPOSIT BAN1< AND TRUS,T
~AN\' of Harrisburg, PennsylVania, JOSEJPIUNE !D. SPANGLElR, and ALI<Jl1 I3'l'E1VlilNS
SPANG~R, as trustoes', tobs added to and thereafter treated as part of thllt
oertaininter-vivOs revocable trust created by lTI3 on the II,l, day Of .
f4.~'(lu""Ll ' 1981, to have ana to hold IN TRUST for"the uses and PUrpos$B
ana subject to the terrre and provisions tJlereof, including any alterations 'or
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.l.nte~MV~VOS trust. WhiClh I1lIIY hltj:'e"#tlIIt j)II ..
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s~st1tuted therefo);'. '
I'l'EM V. I appoint flAUPIIIN OlnPOOI1' 1ll\NK ANI) 'l'~8'l' a>>lJl1\N'{ of
,Harrisburg, PennsYlvania, gUflrdial) of any proporty whiah ptlf;lses, either uncler
. this will or othel;;Wise, to a minor. and with respect: to I'!hioh 1 am. aut:J1ol:!2ed
to appoil'lt a \J\1ardian and have not otherwise specifioally done so, pl;'Ovidecl
Wat this appointrrent of a guarc'lian shall not apply to properv.y diatril;lutAble
to aminal: fm;. \','hioh I have oWerwise made special proVidon and provi<;\ed
CUrtner tpat this appoint:rrent of a gUar.d.j.an shall not supersec;le the r,ight of
any fiduoial.)' in its cliaoretion to di'stribute a sh!(re where possible to We
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minor or to anoWer for the minor's benf3fit. ,such guardianshaJ.l have the
power to use prif\oipalas well as incOre fran tine to tim:l for the minor's
support and education (inoluding college eduoation, both gr.aduate and under..,
graduate), or to mBke payn'Mt for Wese purposes, without. furthe~ responsi..
bUity, to the minor or to any perslJn tMing oare of the ~or. For purposes
of Wiswill, a minor sha+l be deerrad to be anYOl'le who has not attained the
age of twenty-one (21) years.
ITEM VI, All federal, state. and other deatJ1 taxes payable beoause
of rrrr death i with respeot to the property forming trrr gross estate J;or tax
purposes, whether or not. passing under. tJ1is . will, inoluding MY interest. or
J:lQnalt.yin'posed in connection witJ1 ~uch tax, shall beconsiclet'ed a part: of tho
exi;>enseof i;he administration of mr estate, and shall be paid from ~ resicl
estate wi thot\t apportionmant or right of reimbur.serrent, proVided that any
. taxes on the inter-Vivo!! revooa~le ,trust oreated by' Ire on the. / I t~ day of
F(..~rwf,<.(~1 i 198+, may be paid from the assets of that trust. as, provided
therein.
ITEM VII. My e)(ecutors and g1.1aixtian shall have the foll~ingpowers
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1nacldit.i.on to tJ10se ve;sted :in them by law and by otJ1el: pl:ovisionsin Il1Y will;
applicable to all prc:party, whetJ1er pltincipal or. incCIlYil, inoluding property
Pa~ 3 of 6 p/lgell.
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anc(~~~t.. any,ISuoh Q~~n...a'witho\.\t ~~ll\Pi+~t~ n91:'\ll:III ~#ll!~t~2
llua\) agent or for any loss, lia\?ility or in~btoonass t'8i1u~tinqfi~;,~.
operatioll thereof if t.he managOOlilnt. is soleol;ed with reasonWJ~,e care,
l'1'E'oM VI:l:I, :l: appoint OllUPUIN Olill>OSI'rBlINK /\NO TRUS'l' CCW>1INY, of
Ilarrhburgi Pennsylvania, JOSUJl?llINlil UJ, SP1\NGLER, . ,and ALICE'STclVlTINB SP1\NGLER,
executors of this my last will and t:.est.am:mt.. Hqwever I ALICE STC.'\IlilNS Sl?/\NOmR
llhall ne~r part.ioipata in. (~) the exercille of I or dooision not to exeroise,
any disoretion to' pay incaT13 or princip/'Il to, or .to apply incal'l3 or prinoipal
for: the benefit of, any beneficiaJ:Y (inclU:1ing disoretion to, allocate fl.U1ds
anPnga group o~ benefioiaries and'discretion to accumulate illQaTI3),. (ii) the
, .
determination whether a benefioiary is disWJled, (iii) a deoi$ion whon to pay
death taxes on any future inte~st., (iv) the decision to terminate any trust
hereunder, (v). the exercise of discretion to allocate reoeiptFl or expenses
between prinqipal and incaTl3, (vi) tJle decision whether ,to use expenses' /113
ineare or estate tax deduotions, (vii) the decision t6 join in a joint indCm3
tl:u< return without requiring inclemnUication, or (viii) the ohoice of a
1TI;ltl)od of valuation for tax purposes.
ITEM IX. My corporate fiduoiary shal.l be entit.led to CXJl1'l?$naat:lon
baaed on its regular schedule of fees fr;>r, such services in effect frc:rn tim:l
to ti.milduring tile period oyer whioh its se10'ices are I?6rforrred,
ITEM X. NO fiduciary appointed hereunder shall be require<! to
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give bond for tile. faithful performance of their duties in any jurisdiction,
ITEM XI. The term "executors" and "trust,eeSIl or any pronOun Used
to indicate an executor, trustee, any other fiduciary or any beneficiary
shall be deen'ed to al,ply to one or !rore than one person and/or Q:lrporation
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and to the masculine I feminine and/or neuter gender, as tho oa$e !1\Ily be.
IN WlWESS WllEroroF, I, GEORGE S. SPANGLER, the testator, have
hereunt.o set my hand and seal this I (1'~lday of i'e(jj~H7J: I 19B1.
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OATIl m' Pt:IUlONAI. Rt:ltR~8~NTAl'IV~
t:OMMONWUALTH OF rUNNSYJ.VANIA ss:
COUNTY OFCUMIlURLANll
Ilcfore me, 1110 Rq~lslor for the ProbAte Il,f Will,s, IInd~rantlng or Le,ller,8 of Admin 1st mil on I,n and forlho county of
. . Iv\uPlIIH 1~}:POSl'I' BANK AND 'I'RUf,'I' COMPANY .,
CumberlllnrJ,pel8onally ClII1l0..-I!.)ClIIWJ W, W'11kor'" ,10f')ophlno E, SpilnglCll' , AUuc;' f3t,WtlIlH f3Ik1n~ler' -
who; belna duly "1'101'11
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depose And slly'thl\t as r.:Xo<'U tOl'll
or tbe laslWlIIlInd Teslllment of
O(~OPI!(J 8 I SndlH!lHr'
doeell&cd
th~y will well.and truly lIdmlnlster the goods lInd ehllttols, rights and oredlts of said deceased lIooordlnlllo law, And
also will dlUaenlly oomply with tho provisions of tho law relAtlnll to 'I,~~~~8{f~~!!.~"w!::,~:,,0;i~~~ ..a~d,.~~~o,rj,~~: rfor~r'
, Nove bot' 0 ' ID,. 19-.JiL '-, '.-',-/.''/ ~I jll" .,' ~~-;- .,./'J/trt - ,-/(-"".t,~.-"
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Bolt remembered that on the 1st
recorded the last Will and Tostament of~
DECREE
day oL....Pe~ember
Go.ot'ge St Spangler'
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\),Juplul1 Depocat Bilnk I; 'l'r'UBt Company
PeccU8ed, Leltel's 'l'eut,unontdl"V were grunted lo...-0ouuphlne.E.:. S[~mglcr, Allee Stevens 8p<lng1er
Witness my Mnd ulld orrlcllll sCUllhc dllY and ycar IIforcsuld,
Lermyno
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I, Gl1X)RJlll S. SPANGLl!l~, o~, t.em.:r,{rle, C\lI\tIerland CJ:lunty, PSMsylvania,
beinq of sound and disposinq lI\ind, rremoty and understandinq, do lMke, publish
, ' anti' decllU:El ,this to be ~ bat will and testlll1'l!lnt, hereby revckinq and lMkinq
void any and all wills, cxx1ioils and other testarrent:al:ydo~nts by II"l9 at
, any. t:l.JnI heretofore ll\!\de.
I'1JllM I. I diredt that all ~ lawful d.ebts anti funeral 8XpCWIlIS
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be paid frClll the assets of ~ estate as' sOon as praQl:loal aftor l1U' c1ecease
as a part. of the expenses of the acl.minis1:ration of lITi ElBtate.
I'l'IlM XI. I qive and ~ath lITi autarobiles, hOl.lSehold and
personal effeots, and. other tanqible pe:rsonalt:y of like natUJ:'8 (not inoll.XU.nq
cash or seourities)" together with any insurance thereon, to l1'\V wife, ~CIil
S'1'IllVENS SPlINGLER,' if she survives me. If ~ wife, ALICIIl S'I'11lVE:NS SP1\OOLl!)R,
cl.oe8 not survive me, I direct that all auch articles described. herein be,
cxxwertecl. into oash at public or private sale, and. the proceeds distributed
as part: of ~ residUary estate.
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ITl!:M :tII. I lMke the followinq pecuniary bequestsl
. A. I qive and. bequeath the El1Jl1l of '!'wenty 'nIousand
Dollars ($20,000) to TRINI'n EVlINGELICAL WI'HEIU\N CiURCH, ll'ifth and Hl.Il'rtel
Avenue, IslToyne, Pennsylvania.,
B. I qive and bequea~ the sun\ of Five 'Ihol.lSand Dollars
($5,000) to HOLY ,SPIRIT HOSPITAL, ~ Hill, Pennsylvania.
,0. I qive and bequeath the sum of Five 'Ihol.lSand D:lllers .
($5,000) to POLYOI.INIOMEDlCAL CEN'I'ER, llarr:l.sbuxq, Pennsylvania.
D. I give and bequeath the sum of Sile 'nIo\.lSand i:!Pllal;S
($6,000) to SUSQUlllHANNA UNMllSI'lY, Selinsgtove, PennsylvD.rtia.
Ill. I give and bequeath the sum bf 'l\<<) 'l11ol.lSand D:lllars
($2,QOO) 1:''' mulCN CXlr.T~, Chambe:rsbw:q, PennsylVania.
Il'. I qive andbequ6lath the sumo!! 'l\<<) 'Ihol.lSaild D:lllats
($2,000) to PARAOISIll UNITED OiURCi OF OiRIST, R.D. #1, 'IhanasvUle,
Pennsylvania.
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1!~'mM V. I appo:l.1'\t. OAUPIIIl'l OD:PCSIT BANK !>,NO 'l'lUJST W>lPl\NY of
~la;dQb\.l.rliJ, l?ennllylvlllU.l1, guardil1l\ of anyp;ropet'ty which p~ses, eith.11 Uncler
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I this will orothllltwis8, to a minot' and. with teQpeqt to which I 'am a\.lthod~ed
I; i;o appoint a 9UoUd1an pnd have not otherwise specifioally done so, providEld
II that this appointrrent of a guardian ehD.ll not:. app,ly tq, pt'opertydistdbutable
I; to a nU.nOl; for which :t have otherwifiSe made spacial provision anq provided.
: tu.rth8r that thi" appointmant of a 9\Ultdian shall not superseda the dCiht of
i any"fid.uciary in itsdisoret:ion to dietribute a share whel=8 posl!ibJ.ato t.Iia
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, :' minor Qr to, another for the minor's ~efit. Such 9\.lartllan (ilhall have the
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I: J?OW8r to, us,e prino1J?al 1UI Wl!Illas incxma fran tima to tiJre for the minor'.
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'I: sUpPOrt. and ~ucat:ion (.inoluding oollege education, J:otl) graduate and und.er~
,. grAduate), ot' tq make paym;mt for theso purposes, w~tl'Iout .furthet' t'e(ilponsi-
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i bility, tq the minor ,ot' to any person t:.akingcare of the minot'. . For purposes
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of this will, A minor shD.ll be d6\9ITSd to, be anyone who has not I1tt4ined, the,
age of, twenty-one (21) years.
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i' of 1W dEi/lth, with respect to \:he property form1n9 nw gt'Oss est~te for talC
I: purposes, whEl,ther or not passing under this will, inclU~gany intereat or
: penalty i11t?osed in conneat:ion with such talC, shall be oonsidet'eq a part:. of the
l: ,expense of the a&riiniS1:ra8.on of nV estate, and shall be 'paid from lTtl" residuary
i. astate without apportionmant or right of ra~ursenerit, p1:Ovid.ed that any
l:t,a)ces . on tha inter-vivos, t'e~able truSt oraat:ea by llYi on theH~, dllY of
. ,r-~~I1,....""\;1 ' J.9Bl, may be paid from the assets of that trust ll.E! provid.ed
t:hexein.
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:tTllN VI. Allfeaet'al, stats and othat' death ta>tas payable baoaU\le
:t'l'lilM VII. My executors and guardian shall have the tollCMing pcMers
in addition to those vested in them by law and by other providons in 11t{, will,
applicable 1;0 aU pr~rty, whether prino1pal or inoars, inolu:iin~ Pttlperty
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((,~~~.~'to:~::~;;.; sx.roililable wi~out court approval, /.IOd effective until
'I ac;ltual dist.ributi()n oj! all I?rcpirty.
i A. To retain any or all of the assets of my estate, real or
! pElrsc:nal, inaludin9stl;Xlk of my aot')?Qrate fiduoiary, without regard to any
II principal of diversification or risk. '., .' ,
B,' To ,invest in all fol.1l\S of property, inclUdinll stocks ,OOrqTOO
I trus~ funds and irortqarae1nvestmant f:unds, whel:h8r' operated by my col:J?Orate
I fiducia,;y or othSJ;'S., without. restJ:iQt:iot\ to inyes~nts authorized fo!; .
. l?enn8ylvanla fiduciaries, Ellil ill c;\eerred proJ?St'" without:. reqard to any pdnciple
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of diversification or risk. '
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o. To lieU at pUblio or private aale, to exchange, or to lease
, for any J?Sriod of t..:Lniil, any real or pet'llonal 'proJ?Srl:y and to giveopt!ons
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i for' Bales, exchari9Ss ~ leaSes, for such pdC$s and upon auch t:exms'or CQndi-
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, tions as' deemad proJ?Sr.' .
II D. To allocate receipts I1l)d expenses to principal or incol\'$ or
! partly to each as fran timllto timll is deelT/!d proper.
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I El. . To borrcw fran or sell to the ~tees unc;\er my inter,:,vivos,.
:: trust man#.l.o\ledabove, eventhOllqh sucl\ trustees may be my ,executors.
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! F. To join with'my wife, ALICI!l STENENSSPJ\NGLER, or herJ?Sreonal .
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: l;\ipresentative in filing a joint inOOllB tax return without requiJ:inq her ,or
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i her"eliltate toindalmify my ,estate aqainst liability for the taX attJ:1bUtable
1\ to her income and to consent to any qifts'made by my wife durinq my l1fetimll.
. being i;.reated as hav:Lnq been one-half by rre for purposes of the federal' qift
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: tax ],aw.
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G. To continue and to oJ?Srate any busine,ssor interest therein
I may ~ at the t.im;l of my deal;h for s\,lch timll as shall be deel\'$c1 advisable I
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to enqage in any other business, to ~oorre or remain a partnel;', qenEll;'al or
specia:J" in any business, to incorporate an~ such business ,and hold..tl~El IiItook
thereof as an invesi:rnilntl an<1 to provi~e capital and to ettq;lloy aqents t:o
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rl s~oh aiert:or-t;)any 10118, lillbilit:y or in~b~:;~IUII:OIlw.tJ.n9!:ran ~
; operation theteof ;I.j! ,the managemmt: is IlGleot:ed W.it',ll l:filasonab~liI o~.
i ITEM VJ:II!. I appoint DAUl?liIN DllWOSI'l' PANK 1\M)'l'RUS'l'ca.lPANY, of
I
I HoU't'isburq, Pennsylvania, J0'3l!lPIiINIlll!l. SPANQI..ER, and ALlr.J!l S'rlMNS SPI\NQI..ER, j
Ol<\!lcuto~ of thi$ mr' last will and test:&rent. HCMlil~r ,ALICE 6'I'lllVENSSPANClLE:R :
, I
I
shall never participate in (~) ~1efil~roise of., or deoision not toexeroise, ,
, .
i any cUsoret:/,on to pay incare or. pdnoipal, to, 0,1:' to apply inoarBor prinoipal
: fot t.tut blnef~t of, any blmefioiaty (inoluding discretion to al~ooate funds
i IJmOnq a .9tQ\JP, of l;leneficiades and cUscretion t:Q aCO\.lll1\4ate inccrne), (ii) the i
II <5/$lt:etl)lihation whether a blmefioiary is disabled, (iii) ~ deoision when to pay I
II death ~s on enY futw:e interest, (iv) tI1e daoision to terminate any t.rust .1
'I h-.re\ll'\. , (v) t:1le exercise of ,disoretion to allooat:e l;'el;;8ipt:s or exptnSI'U1 ,
~ between prinoipal and incare, (vi) the deoisiQl'l whether ,to use e)(J?Elnses aa
I ' ,
, . j incana or estAte tl'K deductipn8, (vii) tho deoision .to join in II joint inoors
I tax return without. l;flqUiring in~fioation, or (viii) the choice of a
,t rrathod. of valuation fer tax purposes.
ITEM IX. My corporate fiduQiary ilhall be entitled to coll1;lensation
based .91'1 its re~at schedul$ of fees fbr such SeMQElS in effect:. fran tilt)!t
, I: .
Ii to t.iJre during the period over which its services ~ pel:formad.
j I'lEM X" NO fidUciary appointed he:reundersnaU be required to
II give b?nd fOr the faithful perfotT\W1cs of their duties in any jurisdiotion.
II
II
I ~
.
I'l'EM XI. 'Itle tem "executors," and' "trost;ees" or MY pronoun used
, to inc:tl.oate an e)lBcutor, trustee, any otherfiduoiary ot,' l!Itly ~efi6iary
"
I
",hall be deemad to apply to one, or ,ll'Ore than one person and/or cCll:pol,'ation
.!
,
and to the lMScullne, feminine anc;l/or neUl:$r gend~r, as the case .may be.
IN WI'rnIllSS WHIllROOF , I, ClEORGlilS. SP1\NClLEll,tha testatoX', hav.e
I' t~, ...; ,.}
~rc:unto set 1lU' hand and se~ this J t day of, 7:';'~U ' 1981.
..} . . /""1
'/, ~' ,I' ",., V
" ~,.61(, ",,? ' /"~, ,.l:"" .I.,~~.,
_ . . I' So', . ,c(..~.
o s. S lINCl.~ '
Page 5 of 6 Page..
""-"-'''''''-:~-''''-~~''-'"-'''.'''''''_'_~~''''''''''''_",,_._~r_.__
$15,000 orollnollstll'lMAntrim ,Joint Sohool AlIthorHy
3,90% Sohoo,t Revenuo !londs duo 1.2/1/87
$2.000 Susquehan\lll Township Authority 3,125% Sohobl Revenllo
!lends du~ 3/1/94
.,. .;: I '.' "'/('1- 1.1'""1."
~,..ul\ .J-. '-,.. I..,. '(Ul)
$ 9,698,25
4,053,80
8.590,80
1.613,30
1,990,30
2.488,50
2.403,60
24.186,75
4.822,00
.3,743,60
2.466,00
4.242,40
2.343,65
2.576,55
5.661.90
2.564:25
2.024,36
4.201.45
811.54
$5,000 Horsham 'roWllllhi,p AilthorHy 5,75% Wntor Rovonuo
Bondo due 7/1/86
$10.000 Lnckawana River 8asin Author.ity 6,8% Sewor
Revonue !londs duo 9/1/87
$5.00Q Lemoyne Borough Municipal Authority 3,75% Sower
Rovenue nondll due 7/15/05
$5.009 \,ower Allen 'rownllhip Authority 3,85% Sewer
RevenUe Bonds due 9/15/97
$5.000 Lower Pottllgrove Township Authority 6,25% Sewer
Revenue 80nds due 5/1/12
$5.000 Lower Providunct!-Woroester Joint School Authol'1ty
5.125% School Revenue Bonds due 4/1/99
$25.000 Maiden Creek Township Authority 8% Sewor Revenue
Bonds due 10/15/82
$10.000 Mochaniosburg Municipal Authority 4% Sewer
Re~enue Bonds due 6/1/95.
$5.000 Mechanicsburg School Diatric t Author! ty 5,40% School
'Revenue Bonde due 6/15/87
$5.000 Mechanicsburg School District Authority 5,625% School
Revenue Bonds due 6/15/02
$5.000 Miff1intown Municipal Authority 3.75% Water Revenue
Refunding Bonds due 10/1/83
$5.000 N~w Britain Township School Authority 3,75% School
Revenue aond~ due 3/15/93
$5.000 P\ilnnllbury School District 5,50% General Obligation
Bonds due 4/1/98
$15.000 Pennsylvania Commonwealth 4% GlInera1 Obligation
Highway Bonds due 1/1/02
$5.000 Philadelphia 6,30% General Obl1gati.on80nde due 7/1/98
$4.000 Red Lion MIlnicipo1 Authority 3,50% Hater Revenue Bonds
due 11/1/93
$5.000 Susquehanna Township Authority 3,90% School Revenue
Bonds due 12/15/83
'" 3'...
8/p./81'
lZ/14/81
~/0~/82
2/04/82
2/10/8~
2/16/82
2/16/82
2/16/82
2/16/82
2/16/82
, 2/19/8~
2/19/82
1,/ori/H2
9/22/84
10/08/62
PRINCIPAl. CONVllRSIONS
$100,000 Dauphin Deposit Bank and Trus~
companY 16,50% Cer~:tf:tca~e af Deposit
dusS/U/Sl
$10,000 Dauphin.Deposi~ Bsnk and Trus~
Company 14.25% Cer~iCi~ate of Depoa:t~
due 12/12/81
$2,000 Susquehanna 'fOWAShip Au~hority
3,125% School Rsvenue Ilonds due 3/1/94
$6,000 Susqushanna Township A\lthority
4,50% School Revenus Ilonds due 2/1/82
,60 Share I, Ii, In~erna~ional Corp,
$5,000 First Pennsylvania'Banking and
Truat Company 8,25~ Capital No~es due
1/~5/99
5 Shares American Telephone and T"logrpah
company $4,OQ ConVertible Prsferred
)5 Shares Philadelphia lllec~ric Compllny
8,75% Cumulative Preferred
920 Shares LTV corp,
$7,OOOI),S. TreaSUrY 6.375% Ilonds due
2/15/R2
1,400 Shares I, Ii, In~erna~iol\lll corp,
120 Shares LTV Corp", Par~idpa~ing
Conver~ible preferred
200 Shares I, Ii, International Carp,
3,626 Shares I, Ii, In~erna~iona1 Corp,
50 Shares Boyertown 'Ilurial 'Caeke~, c~mpanY
$5,000 Lower Allen ToWAshl,P Auth~ri~y 3,85%
Sewer Revenue Bonda due 9/15/91
$5,000 M!fUintown Municipal Au~hotity 3.75%
Water ReVenue Refundit18 llonda due 10/l/83 .
vDG,\ i~ t.,;; ?;'.Ll '?,1~~
- 6 -
Amount Received Account Value
$100,.000,00
$100,000,00
10.000.00
10,000,00
2,000,00
sl1.54
6,000,00
2,50\),68
7,50
, 8,11
.2,125.00 2,081. 25
292,81 295,00
1,301.83 1,375,00
15,815.14 19,780,00
7,000,00 6,64:1.59
17 ,289.41 18,932,39
1,961.65 2,640,00
2.469.91 2,704,63
44,773.08 49,034.87
550.00 6 SO, 00
5,000,00 1,990,30
5,000.00 4,242,40
3/09/83
3/09/83
$10,000 upper Duuphin Arell School
Dl.atrict 6,10% (Jonol'a1 Ohliguc'ion
Uondsduo 9/1/91
200 Shares !lecCon DickenRon Compuny
500 Shores Dauphin Deposit Corp.
$ 8,835,70
8,n2,60
25.125;00
121,639.59
TOI Dauphin Dl\lll?Sit, !lank LInd 1'rust Company, ,Jollellhino Il,
Spangler and Alice Stevena Bpangl.er, Trus tees under
Asreement as Amended with George S, Hpang1er, now
deceased, for the benefit of JoAnn S, Ilankee .. 20%
of the remllinins hnl.ancn in accorllance with Item 111
(A 2) of the Agreement consiscing ofl
Cashl
Securities I
$10,000 U, S, Treasury 12,125% NoCeR
due 9/30/84
$20,000 U, S, Treasury 13,75 Notes
due 5/15/86
$5,000 Boyertown 6,125% Guaranteed
Water Revenue Bonds due 3/15/13
$5.000 Bristol Township Authority
,),85% Sewer Revenue Bonde due 4/1/03 '
$10,000 Mechanicsburg Municipal Authority
4% Sewer Revenue Bollde due 6/1/95
500 llhares Arkla, Inc,
300 Shares Beacrice Fooda
500 Shares Dauphin Deposit Corp,
100 Shares E. If DuPonC DeNemoul'8 & Co.
100 Shares Pennsylvania Power and Ught
Company,
$ 30,366,59
10,356,)0
21,837,60
3,101.55
2,456,75
6,544,00
8,719.00
6,939,00
25,125,00
3,950,00
2.243,80
TOI Dauphin Deposit Bank and Trust C\lmpany, JoooPhine E.
Spangler and AUce SCevens Spangler, TrusteeR under
Asraamllnt ao Amended with George S. Spangler, now
deceased, for che benefit of Anne L, Spans1er - 20%
of the remaining balance in accordance with !tern 111
(A 3~ of the Agreement consisting ofl
Cashl
( ,,: ').) 'j''''1
~ Jl~l\ .1." ,-..: lid.!,
,OJ ,'I fl
(l~fJ
- 10 ..
121,639,59
$ 56.535,99
8/03/81
" 8/03/81
8/03/81
.8/05/81
8/05/81
8/11/81
8/18/81
9/02/81
9/02/81
9/02/81
9/02/81 .
9/02/81
9/02/81.
9/02/81.
9/02/81
9/05/81
9/16/81
9/16/81
9/16/81
DAuphin Del10sit MArket Squl\re Aocount
Upper DAuphin Area 80hool D:latric,t 6,15% GenerAl
ObligAtion Bonds
Upperpauphin Arell SohoolOistrict (\',10% Goneral
ObliS/.1t,fon Bonds !lue 9/1/9t
Conewago TOl'/n~hip Authority 5,35% School Revenu,e
Bondadue .9/1/92
~ntarean I,aeka\olanna River BMin Authority 6,80% Sewer Ruvenue
,Bonds dUe 9/1/87
Interes t l
In t~res t I
Intnrestl
In teres t I
Interest l
In tnres tl
Interastl
Interns t: I
Inte17est I
Interes t I
Interest I
Interest I
Interestl
JJiQ.Q.MI~ lUlOlnl!1~
Wormluysburll Municipal Authority 3,75% flower RevenUe
Bonds due,2/1/94
Dover AraaSohool Dhtriot Authol'ity 5,25% 80hool
Revenun >>onds duo 2/1./87
Wnst Shore Sohool Dfstdot 5,20% 'fax Free General
ObliSAtion Bunde due 8/1/89
WUlillmsport ArlilA Joint SohoQl Authodty .5,70%
Bchool 1\llvanue Bonds due 2/1/06 . .
Lemoyne !lol-ough Municipal Authority 3,75% Slilwer
Revllnue Ilonda due 7/15/05
Dauphin Deposit' Bank and 'frust Ooml1any 16,5%
Oertifioate of Deposit due 8/11/81
U. s. Traasury 6.375% Bond~ due 2/15/82
tipper Dllrhy Buhool Diatriot 8,75% Bond Antiotpfltion
,Notes due 9/1/83
Upper Darby Sohool Distriot 8.25% !lond Antioiplltion
Note due 9/1/s3
Interest I Susquehanna Township A\ichortty 3,125% 80hool Revenue
!londa'due 3/1/94
Dividendi E, I. DuPont PeNemoUfs & 00,
Div:l.dlilnd I ArkanallB Louisiana Oas Company
Interestl \loyorto':ffi6,12S% GuarantGed Hater Revenue Bonde
due 3/15/13 '
Intllrellt l Lower AHem Towll8hip Authority 3',85% Slilwnr I\lilvenue
Bonds dUG 9/15/97
,r I \ i :)1([ i'r--~l
'\.l1LII .L\,'i.l. f huL. It..;-
- 15 -
$ 56,25
131.25
260,00
142,50
93,75
2.750,00
223.14
656,25
3710 25
926.13
768.75
305,00
267.50
340.00
31.24
180.00
200.00
153.13
96.25
9/16/81
'-j
,9/21/81
10/01/81
10/01/01
10/02/81
10/02/81
lO/02/81
10/02/81
10/02/81
10/02/81
10/02/81
,
10/02/81
10/02/81
10/05/81
10/16/Q,l
10/21/81
10/26/81
11/02/81
11/04/81
11/04/81
11/04/81
Incurosc I Nnw Qt'itain, Township Hohool Authority 3,75% Sohool
~BVill1ue BOllds dUll 3/15/93
DJvidond I I\m!lr:loan Dtscrio t 're1anrallh Compl\l1y
Divido~d I Beoton lli\1ktlnsoll Oompl\ny
Int..rasCt' Dauphin Depodt Market Squl\tll Acoount
Intol.'aat I Bo)'ertol\'n Area Sohool. Dia triotS, 40% 'rail Ilreo Genal'a!
Obligatiou Bonde due 4/t/9l
Dividend IIn ternational 1'eloplJOna & Tologrllph Compan)'
Dividendi
IhCe1."eet I
Interoetl
Intere,etl
Interest I
Interest I
Interestl
DiVidend I
InterllSt I
Dividend I
Dividendi
InCel'eetl
Bentrioe Foods Compan)'
u. s. rrsesur)' 12,125% Notes due 9/30/84
Pannahury School Distriot 5,50% General Obligation
Bonda duo 4/1/98
Bristol Townahip Authority 3"15% Sewer Revenue Bonde
due 4/1/03
Lower Providence-\4orcllater Joint Sohool' Authority 5,.125%
Sohoo1 Revenue Bonds due 4/1/99
M:l:ff1intown Munioipal Authority 3,.75% Water Revenua
Refunding, Bonda ,due 10/1/83
SUllquehannaToWnahip Authority 4,50% Sohool ~evenue
BOlldsdue 4/1/00
Pennaylvsn:la Power and Light Company
Maiden Creek Township Authtlrity 8,00% Sewer Revllnue
Bonds due 10/15/82 '
Netionlll Central 1<'inanoill1 Corp,
Dauphin Depoait Corp,
Dauphin Dapoait Market Square Acoount
Dividendi Philadolphia ~lectrip Company R,75% Cumulntiv~
,1Iraf erred .
D:l.vidolld I Amerir,an Telephone & Telellrl\pl) Compl\ny $4,00 Convel'tiblo
P1'l!farred '
Intereatl Lower PoctaarovaTownahip Authority 6,25% Sewer ReVenuo
Bonda due 5/1/12
..~ 'l'" ,; ~ 'N \"1'--"
~{;CI; , .l }',krl\\,;(_ i ,~fr.,
- 16 -
$ 93,75
76,00
50,00
~,230.87
135.00
130,00
105.00
3,637,50
13,7.50
96,25
128,12
93.75
135.00
,280.00
1,000.00
187,59
4,965.75
1,2Q8.24
54,69
5.00
156.25
11/04/81
11/04/81
11/17/81
12/01/81
~2/02/81
12/0~/81
12/02/81
12/14/81
12/15/81
12/16/81
12/16/81
12/16/81
12/16/81
12/16/81
12/21/81
1/05/82
"
1/05/82
1:/05/82
1/0~/82
1/05/82
1/05/82
'!:ntoreat 1 1\od !.ion Municipnl Authol'lt;y 3,50% Wlltn.. I\uvunuu hundu
duo 1l/1/9~
'!:ntetoat I WUkinahurll Joint I~Rtor Authority 3,30% WlltOI' l\ovanull
nonda due 5/1/85
Inteteatl 0, S, TroRaury 13,75% N'otoa duu 5/15/S6
Int"lrllatl Dauphin DupoaH Mnrkut Squarll Account'
Inteuat I Orllencaat!e-Antr:lm .10:1 nt Rchool Authority 3,90% Rchoo1
Revllnue Bonda due 12/1/87
Intereat I Oheater \~atllt Authority 5, 20% \~ntel' Rllvllnuo Bonda
due 12/1/82
InterAet I Mechnniceburg Mu'nicipnl Authotity 4% Sewer Rllvenuo
Donda due 6/1/95
IntereetlDauphin Dllpodt llnnk and Truat Compnny 14,250%
Cortificntll of Dupoeit dUll 12/12/81
Dividondl 1\" I. DuPont DuNemoura & Compnny
Intereetl, Mechaniceburg School Diatrict Authority 5,40% School
RevenUe Bonda due 6/15/87
, Dividend, Ark1a, Inc,
Intereatl Duncannon Municipal Authority 4% Sower Revonue Bonda
dua 6/15/04
Intareat' ,Mechaniceburg Rchool. Diatrict Authority 5,625% Rchoo1
Revenue Bonda due 6/15/02
Intereat I Ruaquehannn ,!,ownahip Authority 3,90% Rchool R'evenue
Bond a due 12/15/83
Dividend I Ame,ricnn Dia.tl'ict Telelltllph Company
Dividend I International Te1ephonu & 'rel.egraph Company
Dividendi Pennaylvania Pow~r llnd Lillht compllny
Dividendi Becton Dickeneon dompany
Dividend, Beetrice Fooda Company
IntereeCI Dauphin Depodt Mnrket Squal~e Account
Intereat I Pennsylvania Commonwealth 4% 00llorll1 Obligation Bonds
, due 1/1/02
.; ~!I.I\
J ", I
.L . ?j,~1.
",":')
(UIJ
- 17 -
$ 70,00
82,50
10,5/0,79
1,111,78
292,50
260.00
200,00
720.42
285,00
135,00
200,00
200.00
140,62
,97.50
76.00
134.00
280.00
55,00
105.00
1,187,48
300.00
,3/02/82
3/02m
3/02/82
3/02/82
'3/02/82
3/02/82
3/02/82
,3/02/82
3/.16/82
3/16/82
, 3/16/82.
3/16/112
3/16/112
3/22/82
4/01/82
4/01/82
4/02/112
. 4/02/82
4/02/82
. 1+/02/112
4/02/82
Dividnt\d I.
Interofit I
Interllat I
Interefi t I
Interestl
Interest I
Intlarlaatl
Intlarlaatl
Dividlandl
Div:ldland I
Intlauatl
"
Intlarlastl
Interestl
DividendI
I. U, International Cot'p,
Paup!)in I>eposit Ma rket Bqullrn Account
Upper "Ilnuphin Area Sohool IHa triot 6,15% (lenern],
Obligation Ilondll due 1l/1/92
Upper Dauphin AI'DII Sohool Dhtt~l.ct 6, l.0% Oannrnl.
Obliglltion Ilonda duo 9/1/91
COnllWIIBO Townllh1.1' AUl\hodty 5,35% Sohool RllVllnlle
Ilondll dUIa 9/1/92
upper Darl~ Sohool Diatriot 8,25% Ilond Ant101l'll tion
Notes due 9/1/B3
UPPlll' Darby Sohoo1 District 8,75% Ilond Anticiplltion'
Notea due 9/1/B3
l,ackawanna Rival' Badn Authority 6, BO% Sewer Revenue
Bonda due9/1/B7
Arkla. Inc,
E. I, Uu~ont PaNemours << Company
Boyert:own6,125% Guaranteed Water Revenue Bonds
due, 3/15/13
Lower Allen Township Authority 3 . 85% Sewer ,Revenue
Bonds due 9/15/97
New Br~,tain Township School Authority ~,75%' School
Revenue Bonds due 3/15/93
American Piatrict Telegreph Company
Dividendi BectortPiokenllon Company
Irttereatl U, S, Treasury 12.125% Notes due 9/30/84
Dividend I , Internationnl Telephone and Telegraph Compa~y
Dividend I Pennaylvania Power end Light Compeny
Dividendi Beatrice Foods Company
Interestl Boyertown ArellSchool District 5.40% Tax Free General
Obligation 1I0nds due 4/1/91
Interestl Pennsbury .sohool Diatdot 5,50% GeneralOb11.gation nondEl
due 4/1/98
- 19 ~
.
..,.11".
,-: . , ~),\ ,,\' I ~11" ~\
.L~Y.~-. l,lllt- ( UL,I
$ 1,437,15
1.71.0,22
768.75
305,00
2~7,50
618.75
656,25
340,00
200,00
180.00
153,13
96,25
93.75
( ,
76,00
,55,00
, 3,637,49
134.00
290.00
112,50
135.00
131,50
6/1M82 Interestl
6/22/82 Dividendi
7/01/82 . Pi vidsnd I
7/02/82 Oividendl
7/02/82 DividendI
7/02/82 Dividendi
7/02/82 Interaatl
7/02/82 Interaatl
7/02/82 Intere'at I
7/.02/82 Intereat I
7/02/820 . Interlilatl
MeohanicAburg Sohool .piIltriot Authority 5,/10%
School RuVOn\le 1I0nds'due 6/t5/87
$ l35,00
76,00
55.00
134,00
290.00
112.50
2.699,45
300,00
1?7,50
91,25
143,75
2'77 . 50
93,75
172,50
187,59
4,~.~5,75
2.64~,16
260,00
142,50
56,25
131,25
American PhtriOt 'l'alegraph Company
Beoton Piokenllon Company
Intarnationl\l Telephone and Telegraph Company
l'ennaylvanial'ower and Light Company
Beatriol:ll100da
Dauphin Dl:Iposit Market Square Aooount
Pennllylvanil\ Commonwealth 4% General ob),igl\tion
nighway Banda due 1/1/02
Philadelphia 6.30% Generd Obligation !londA
~ue 7/1/98 '
1,leat Shorll Senior High Sohoo1 Authority 3,65%
Sohool Rsven4e !londa due 1/1/91 '
Hanham TOWllahip Authority 5.75% \{ater ReVlilnue
!londa dua 7/i/86 '
1/19/82
Intareet I Allen Jllniorlligh Sohoo1 Authority 3,70% Sohool
Revenue Banda due 7/15/89
Interl:letl Lemoyne Borough Munioipal Authority 3,75%Sewlilr
Revenue lIonda'due 7/15/05
Intlilreatl Da11aatown Araa Sohool Authority 3,45% Sohool
Revlilnue Bonda que 7/15/83
Dividendi Natidoa1 CIilntra1 Financial corp,
Dividend I Dauphin Depoait Corp.
Intereetl Dauphin Depoait Market Square Account
Intereatl Wlilac Shore School Distriot 5,20% Tax Free General
Obligation Bonda due '8/1/82
Incoreat I Wq.lillmeport Area ,Joint Sohoo1 ,\uthority 5,,70%
Sohool Revlilnulilllonda due 2/1/06
Intateatl Worml.eya!?urgMunioipa1 AuthorHy 3,75% S,ewer
Revenua !londa due 2/1/94
Intslloat' Dover Area Suhool Distriot Authority 5,25% School.
'ReVenUe Bonde due 2/1/87
1/19/!J2
7119/82
7/21/82
7/26/82
8/02/82
8/03/82
8/0~/82
8/03/82
8/03/82
, .~; I~!; r, /. (-'J i~ '-"/
~ljlill L~.L..; I fiVl , J t
" 21 ~
9/01/112
9/02/82
9/02/82
9/02/82
9/02/.112
9/02/82
9/02/82
9/14/82
'9/16/82
9/16/82
9/16/82.
9/16/82
9/21/82
10(01/82
, 10/01/82
010/04/82
10/04/82
10/04(a2
10/04/82
10/04/82
10/04/112
10/04/82
In~~r~$~ I Dnuphin ))U!loait ~Inrkll~ Squure Account
Interest I lIpper DAuphin Area School Pistrict 6,15% General
Obligntion Bon4s due 9/1/92
$ 1,250,39
768,75
., 305,00
267.50
618.75
656,25
340.00
180.00
230.00
153,13
96,25
93,75
82.00
55,00
3,637.49
134.00
290.00
112,50
818.61
135.00
137,50
96.25
In~er~s~1 Upp~r Dl.1ul1htn Ar~1\ Rchool Dietdc~ 6,10% General
Obliglltion Bonds due \l/l/9l
Intereetl Con~Nl\go 'l'ownehip Authori~y 5.35% tlchoo1 R~v(lnue
Bonds due 9/1/92
Intersst I Upp~'r !)lIuphin School lHscrict B,25% Bond Ancioiplltion
Notes due 9/1/83 .
Interestl Upper Darby Bchoc,l DistrictS. 75% !lond Ancioipntion
Notell due 9/1/83 "
Ints1.'est I Lncknwl\nnaRtver Basin Au~hority 6,80% Sewer Rev~nUe
Bonds due 9/1/87 '
Dividend I Il, I,' DuPont DeNemours & Company
Divid~ndl Atkia, Inc I
r.nter~atl noyertoWl1 6.125% GUllranteed Water Revenue !londs
due 3/15/13
Interest I Lower Allen Township Authority 3,fl5% Sewer Revenue
Bonds due 9/15/97
Interestl New Britain Township School AUthority 3,75% School
Rev\"nue Bonde due 3/15/g3
Dividend I American District Telegrnph Company
Dividendi Becton Dickenson Company
Interest I U, 81 Treasury 12\125% Notes due 9/30/B4
Dividendi International Telephone and T\!!legraph Company
Dividendi Pennsylvania Power and Light Company
Dividendi Beatrice Poods COmPllny
tntsrestlDauph:t:n Depoait Market Square Account
Intllrest I lloyettown Arllll School District 5,.40% TIlll Frlle
General Obligation Bonde
Intllrllstl I'ennebury Rchool. t>ist,dct 5.50% General Obligation
ll~nda dUe 4/1/98 .
Interestl llrhtol To\mahip Authority 3,85% Sewer ReVllnue Bonds
due 4/1/03
,t,')
'''I'''S
\J;\CL,J
:.',tj\-il\ .L,.
- 22 -
10/04/82
10/04/82
10/18/82
10/2J./82
10/25/82
11/01/82
H/03/82
11/03/82
];1/03/82
11/~6/82
12/02/82
12/02/82
12/02/82
12/02/82
12/15/82
12/16/82
12116182
12116/112
12/16/82
12/16/82
Inteust I I,owar Provi~llnoll~Woro,elltor" Joint Sohool Authority.
5,!Z5% 80hoo1 Revenuollonds duo,,4/l/99
Intarelltl Mifflintowll Municipal Authority 3,75% Watllr RaVonul!
Refunding Bonds due 10/1/83
Ihtarl!stl ~eidlln Oruak Townsh1pAuthority 8% SawerRavanuQ lIonds
dua10/1S/82 .
Dividendi National Qentra1 F'in4lncia1 Oorp,
Pividend I Dauphin Daposit Oorp,
Intllrestl' Dauphin Depodt Market Square Ao~ount
Int\lrest I Lower PottslJrove ~'ownship Au thod t.)' 6,25% SIlWllr RIlV\lnUll
!londs due 5/1/12
Int\lr\lstl Red Lion Municipal Authority 3,SO% Water Rllvenue Bonds
'due 11/J./93
Intl!rsstl Wi1kinsburg Joint Water Authority 3,30% Water Rpvenue
Bonds due 5/1/85
Interest I ,U, S,' Treaaury13, 75%, Notes due !I/15/B6
Interestl
Intel:eetl
Intereetl
Interest I
DividendI
Dividend I
Interetlt I
Interestl
Intere~t I
Interest I
Dauphin Deposit Market Squara Account
Greenoastle-Antrim Joint School Authority 3,90%
School Revenue Bonds due .12/1/87
Chester I~a,ter Authority 5,20% Water RevenUe Bonda
due 12/1/82,"
Mechanicaburg Munioipal Authority 4% Sewer ReVenue
Bonde due 6/1/95 '
lk I, DUPont DeNemourll &Oompany
Ark1a, Ino.
Duncannon Municipal Authority 4%$ewe1' Revenue Bonda
due 6/15/Q4 '
Mechenioaburs Sohool District Authority S.62S% School
ReVenue 'Bonds due 6/15/02
Susquehanna Township Authority 3,90% School Ravenue
,Bonds due 12/15/83
Mechenicsburg Sdhool District Authority 5,40% School
Revenue Bonda duo 6/1S/87
- 23 -
" ,~,. n'! 1l~f'l 1-'1\~)'{)
dilill .l'Y1:.1.llJ_" II... t
$ U8.12
93,75
l,OOO.oO
187,59
'4,965.75
1,020,14
156.2S
10,00
82,SO
7,562,50
1.122,27
292\50
260.00
200,00
180.00
230,00
"200.00
140.63
97.50
135.00
12/20/82
1/03/83
1/03/83
1/04/83
1/04/83
1/04/83
1/04/83
'1./04/83
. 1/Q4/S3
1,/04/83
1/04/83
1:/18/83
1/18/83
1/18/83
1/21/83
1/24/83
2/02/83
,2/Q2/83
2/0~18:l
2/02/83
2./02/83
,,'
. .
Dividendi Amerioan DiCl~tiot Te1ellt'l1\lh Company
lntet'Clatl Dauphin Dapoait Bank and 'l'ruat Company 1l,25%
Cet'tifioate ,of Deposit due 1/3/83
Intllt'est I Dauphin Deposit Market Bquar,a Aoopunt
'Dividend I International 'fdephona & '):elegt'aph, Oompllny
Dividendi Becton Diokenaon Oompany
Dividend I l'annaylvania Power and Lil,lllt Company
Dividend i :Beatrioe Fooda 00,
Intet'aet I Pe'lllsylvania Oomn\pnwea1th 4% General Obligation
ijighway Bonds, due 1/1/0~
Intet'eat I Philadelphia 6.30%, Oenet'alObligetion Banda
due 7/1/98
Intet'eatl Weat Bbore Banior l1igh Sohoql Authority 3,65%
Bohool Revenue Banda' due 1/1/1l1
Intereatl 1I0rahamToWllahip Authority ,5,75% Water Reve'nue BOl1da
due 7/1/86
Interestl Allen Junior Higl1 Bohool Authority 3,70% Bohool
ReV,enue 'Bond~ due 7/15/89
Intereatl Lemoynl;lBoro MUl\idpll1 Authority 3,75% SeWer Revenue
Banda dUe 7/15/05
Intet'elltl Dallllstown Area School Authority 3,45% Sohool Revenue
Banda due 7/15/83
DividEllld, National Central Financial Corp.
DividendI Dauphin Depollit Corp.
Intereatl Dauphin Depoeit Market Squat'e Aocount
Intet'elltl \~ellt 8hore S,oho"l Dilltt'ict 5,20% Tax Free General
Obligation Bonda due 8/1/81l
Intereatl WilHamsport"Area Joint Sohool Author,ity '5,.70%SOhool
Revenue Bonda due 2/1/06
Intet'eatl Wormleysburg Municipal ^uthority 3,75% Sewer Revenue
Bonde due 2/1/94 .
tntare,etl Dovet' ,Aree, Sohool Dhttict Authority 5.25% School
Revenue Bonde due' 2/1/87
- 24 "
. ' ',"I."! 0"'[' "1"0
~~),..1\ '.,.L...\ ;'d; j i';u, 1\)
$ 82.00
13,233.58
1,236.88
138.00
57,50
290.00
H2.50
300.00
157.50
" 91.25
143.75
'277.50
93.75
172.50
187. 59
5,429.22
1.587. 50
260. 00
142.50
56.25
131.25
!nterl!l!tl Horahllm Township Authority 5.75% WlItl!r Rl!Vllnlll!
Bonds dUl! 7/1/86
Ints~'estl
'j, !nterestl
Interllstl
In teres t 1
Interl!st 1
!nterestl
!llterl!stl
!nterestl
,!nterest I
!nterestl
Interl!st I
!ntex:est 1
!nterl!stl
Laokllwllnll River !lastn Authority 6,8% Sl!wer Revenue
Bond~ due 9/01/81
$ 43,37
15.12
21,60
111.J.l
112,41
108,89
62',25
64,84
90,10
120,69
113,33
'59.50
49.79
44,96
27.S0
29,20
.\3.56
34,17
Lemoynl! Borough Munic!pal Authority 3.15% Sl!wer
Revenue Bonda due 1/15/05
Lower Pottsgrove Township Authority 6,25% Sewer
Rl!venue Bonds dUEl 5/1'/12
I,ower P1'ovidence~Wo1'ol!stl!r Joint Sohoo1 Authortty
5,125% Sohoo1 Rl!venue Bonds due 4/1/99
Meohaniosbu1'g Municipal Authority 4% Sewar Revanue
Bonds due 6/1/95 " ,
Meohaniosburg Sohoo1 Dhtrict Authortty 5.40% Sohoo1
R~VenueBonds due 6/15/87
Meohaniceburg Sohool Qistriot Author.ity 5,625% School
Revenue Bonds due 6/15/02
New ,Britain Township School Authority 3~ 15% Sohool
Revenue Bonds due 3/15/93
Penhebury'Sohoo1 Distriot 5,50% Oener!l10bUllatton
Bonds due 4/1/98
Pahnsy1vanta Commonwealth 4% General Obligation IHghway
Bonds, due.l/1 02
Philadelphia 6,,30% GeneralObltgation Bonds due 7/1/98
Red Lion Municipal Au thority 3,50% Ma tel' Revenue BOllds
dlle 11/1/93
Susquehannn Township Authority 3,00% ~ohoo1 Revenue
Bonde due 12/15/83 '"
Interest1 Upper Darby Sohoo1 Distriot 8,25% ~ond Antioipation
Notes due 9/1/83
Interest I Upper Darby 80hoo1 Distriot 8..15% ,Bond Antioipation
Not~s due 9/1/83
!nterestl \lpper Dauphin Area School niB trict 6,10% General
Obligation' Bonds due, 9/1/91
Interestl Upper Dauphin Sohoo1 District 6,15% 'General Obligation
Bonds due 9/1/92
~ 26 ~
~W;Ji\
1';'(1',)
J..~,,~<~ PI\Gl , U,l..-
I~XII11l11' "A"
OIlOROE B, St'ANOl,ER, 1'RUS'fl,m UNIJlUl AOlmlIMIIm'
lmAt't'ltAISEMRm' 011 SIICUIl'I1'IlIS
$80,000 u. S, Treasury 12;125'% No~e due 9/30/84
$110,000 U. S, Treasury 13.75% Note due 5/15/86
$15,000 Allen Juhior High Sohool Authority 3,70%
Bchool ReVl\nUe Bonds dUll 7/15/89
$5,000 lloyertown AreaSohool P~atriC:t 5,4%'fIlX FrQe
General Obligation Ilonds du~ 4/1/91
$5,000 Boyer town 6,125% Guaranteed \~liter Revenue
I Bonds ,dUe 3/15/13
$5\000 Bdstol Township Authority 3,85% Bewer Revenuo
Bonds due 4/1/03
$10,000 ConeWBgo TQWl1ship Authority 5,35% School'
, Revenue Bonds due 9/1/92
$10,000 pa.l1BstownATIlB SUho'ol. Au~hor1tY 3,45%
, 80hool Rev\9nue Bonds due 7/15/83
$5,000 Dover Area 80hool Distriot Authority 5.25%
80hool Revenue Bonds due 2/1/87
$10,000 ,Punaalll\,on MUI1~oipal Authority 4% Sewer Revenue
Bonds due 6/15/04 '
$15,000 Greenaastl11~Antrim Jo~nt Sohool Aul:hority
3.90% Saho~l Revenue Bonds due 12/1/87
$5,000 Horahllm Township Authority 5; 75% Wllter Revenue
, Bonds due 7/1/86 ,
$10,000 Laokllwannll Hiver Busin Authorit:y 6.80% Sewar
Revenue Bonds due ,9/1/87
$5,000 Lemoyne noro MuniO:tpal Authority 3,75% Bewer
Revenu\911onds d\IB 7/15/05 '
$5,000 Lower pot tsgrove 'l'ownahip Authority 6,25%
Sewer Revenue Bonds due 5/1/12
- 31 -
Reapprll1ss1
Account Value as' of 3/8/83
$ 54,937,20 $ 62,137,80
104,087.50 120,106,80
, 9,492,45 12,29'3,40
3,1112,65 4,298,30
2,417,70 3.101,55
1,716.00 2,456,75
5,946.10 . 8, 249,10
8,555.30 9.970.80
3,748.40 4,658,25
3,504.40 4,503.50
9,698,25 14.981.15
4,053.80 4,88&.50
8,590,80 10,275.40
1,613,30 2.086.50
2,488,50 3.003,85
, , i);\Gl I"/;-.qj
f. , I V (
.1,->' ..
$5.000 Wilkins burg Jnint Watllr Authority 3,30%
, Water Revenuollonds due S/1/ijS
$3,000 Worm1oysburg Muni~ipa1Author1ty 3,75%
8ewllr RllvenueDonds due 2/1/94
'200 Sharas Amerioan D:l.strict Telegraph Co,
, ,1,000 Shares Arkla, Ina.
300 Shares Reatrice food Co,
~OO Sharas Becton Diokenson Co.
6.621 Shares Dauphin Deposit Corp,
300 8haras E. I. DuPont DeNemours & Co,
200 Shares International Telephone and Telegraph
4~1 8haras National Central 'Finanoial Corp,
'SOO'Sharas hnnsylvania Power and Light Co.
TOT ALS
Net Gain or (Loss) on Reappraieal Transferred
to Prinoipal Conversions (t'age 7)
- 33 -
Ronppraiaal
Account Valu\l. 118 of 3/8/83
3.709,85 4,719,75
1.024,41 1,766.13
6,92S,00 10,437.60
19,5OO,00 17.438.00
6,b75.00 6.939.00
9.400,00 8.712.60
219,697.13 332.705.25
13,650,00 l1,8S0,00
Co. 5,800,00 6.337.60
8,658,00 16,654,63
8.437,SO 1l,219,00
$626,102,85 $815,34S.89 .
$189,243,04.
..,-'/1\
, '\ . ""'[. ""'1.\
.t.- I,.~ 1;11J i vlJ
g
I
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II~. ',II ::lll>:!~.~. a ~'~"i, ,I,
~'.J ~ ~ ~ R~ tl
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"~/.f'1
'P'/\OQ ,~'r{ ~F.l '~IDlhlo'q.
""WAIlUOP .\JhOOQ~''''-.'.''_~,
. F,fbl'/~ ~7~
1*
$l
~P, a, ~8
fa. ~.8 U u
:",.!.l ~,:$ til ~ ~
.t:l' "',~ <;> lll. "
'," r.I <li '"
... '1i! 5 ~ OJ "fo,l, !3
C ilQ ,u (' ;: ~
~ "u, J:: !) " .~
'J;; I:l " ~ ~ "'(3
C '[J ,<)" ~'~
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~ rJ' Q It; .~ r.: ,8 '
t:1 .,, N ,.i.) g .JA 1>1 \
<{ .ij '" I" ~ " ~ ,a
~ ", '" ", .. ~
. /!J., ,., "l' (I y.,
~, /.... l..': ,tf'. -'_' !,~ -I>;:
,.I " ,) " '~', (" "
II cO _ .,~ Q
".' -.,." '-. ' " .. -,
~ID~ l~ '.'~ ."\ ~j b.__~
,.t;! Q. ...,l '. ~ 0
,. ,~ '''I .(' u ~
' r'.v ,_ .'. 'f;;; .
t'" tJ"~'fl"","'''' ,)t, ,,'
.' "I -:.~ lo:t "f '#, 'tl ~
n '!; -~ T~,. .,"
U ';j po -:J _ '
I{ " '1 .'r. .3, ~
. '-- 'fl .~_: "; J
,... 'fJ ell ..:s,' 1.
- ..l~ r~ - - :,If p....,:' , ~
~ ~ '.... ." ift ;1 ~
03
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'i~
!'In
>"el
",_\U
'j
"
I
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<II
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r.... JI
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C~OBr.TION OF NET nA~AN9li[
.l'JUNOIPAL
CASH I
UninV\lsted
Ps,uphin Deposit Market Square Acoount
$ 71.75
91,900.00
j ,91.971.75
TOTAL PRINCIPAL BALANCR
INCO~
,
cAsln
TOTAL INOOME BALANCE
($ 1.563,79)
($ 1,S63.79Lw
,
$ 90 , 407 0116
TOTAL PRINCIPAL AND INCOME BALANCE
wIn~ome overdraft ~itl be cov\9red from future earnings prior to any additioual
distributions to income beneficiaries.
"
:,"',:'-.. I' ')/1
~,l'(/I\ "'..~
PliG[ GO?
... 2 ...
Ul29I8a
U/0U82
.1.2107182,
.1.2/07182
.1.2/08/82
3.2/09/82
.1.2/09/82
.1.2/09182
U/.1.6/82
12/2f/82
12/23182
.1./03/83
1/20/83
2/10/03
j/19/83
I,
I'RINOll'Al, DIS,'l'IUnU'!'IONS,
PolYoUniQ M~dioal'Ounter ~ noqUe/lt in aocordnnell wHh
Itom III (0) of tho I~Ul
SUsquehannd UniVer/lHy ~ neque/l tl.n Accorclllnoo with Hom
III mVof' the l~iU
", DIy Spirit HO$Pital - Ilaque/lt in Accordanoe wl.th Itllm
III (D) of tho WUl
$ 5,000,00
6,000.00
5,000,00
1,000.00
.1,000,00
1,000.00
1,000. 00
500, 00
1,000. 00
500.00
2.000.00
20,000100
2,000,00
2. 000,00
~sart 'ASSociAtion ~ South Central Pellll$y1vnnin (]hapter "
Bequeet ~n,accordanco wi~h Item III (X) of the Will
Am\91;"icllll danc!!r Bociety ... neque/lt in accordllnco with
Item III 0,) of the NUl
Tresshr Lutheran Service Allsootates ~ Boque/lt'in
I\coordsnce with Itom III (I) of the IHU
West Shore 'PUblic, l,ibrary " BeqUest in accordance with
Item III (M) of tho Will
Cumberlan<JCQunty HiatQrica1 Bociaty - neqllestin
acoordarioll with ItamIII (O) of the Will' ,
EQumenical Food Bank " Beq4~/l t in accordance wi th Item III
(J) of th\9 Will
JUsto1;"ica.1. SOCiety of Dnuphin County - lleqllost:l.n accordance
w~th ,Item IIL(N,) of the Will'
l,akll,Side I,Uthernn .cll\!rch - Bequellt in accordance with Item
III (H) of the Wi1l
, "
Trin:l.,ty EVllnsEl1ical Lutheran Ohurch ~ llequest in accordance
,with Hem In (A) of the Wil1
l'arad1ae 'lIn.1tedOhurnh of Chi'ill t - llf,lqtles t inaccordllnClI with
. Item lItOi') at the N:l.11 '
l>aradill'e Luthoran Church - ,Bequest in accordnnoe with Item In
(el) of the NUl
PaUph:l.nDepoll~t Blink and Tt'llllt OOmpany. Josllllhil1e E, SPangler
and Alice StilvlInll Spangler, Trusteell under Aareement all Amended
with Oeorae 8. Spongler. now deceasad ,_ On account of the r\9B14ue
in accordance with, Item tv of the'Will OOnlliating ofl
tlllllhl
Seouritielll
Qonllolidllted Propert:l.es,Mortallge
[~OOi( f(}ll rMt aj}~
".. 7 ...
$1.84.943,32
.1.27.585,03
312. S28 .36
I;
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f/flfJAOOp UO'lnqJ,q~I~M fl:"Uyp",Ot):.'tI .UI
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(.tIIRI/.U OP BXAMINATION
PINNI"i....ANIA DIPARTMBNT OP RBVBNUU
. P,O. BOX 8327
HARRI8BURQ. PA 171QI
Dmdlnl'a Nlml (Lilt, Flrlt,lnd Mlddlolnltllll
SPANGl.ER, GEORGE S,
DeCEASlD Soolll Slourity Numblr
195-07-0657
INHSRITANce TAX RETURN
RISIDENT DECEDENT
- L'1~~r. :J__~ I
Fill Numba, 21-81-724
1, Drlglnll Rllum Ixx I
0111 0 ..Ih
November 16, 1981
2. Suppllmlnt.1 RIlurn 0
Dmdont'a Addr...
510 !ndillnu Avanu!l
Lemoyne. l'A 1.7043
3. Rlmllndll R,tum 0
SoFldl,,1 Iltlto TI~ I XX I' .
Allurn Roqullld.
8, DlOIdlnl dlld tllt"l XX 7, OIOld.nt mllnlllnld I living I xxi '8, Numblr 011111 dlpoall I(j1
(Altloh copy 01 WillI llUIl (Altlch co of trulI) bcm Invlnlorlld ~
All oormpondlnol Indoonlldlntlll tlX Informlllon Ihould bl dlrtolld tOI
CDRRE.
&PDNOENT Nlml Mr. ThoilllAs \~, \~a1ker
Viae Presiasnt & Trust Officer
TllIPho,nl No. '
717-255- 2043
4, Llfl BII"I 0
Bank and Trust Oompany
011
l1arr1sbur
SIIII
t'A
R",pllu!ttlon
1. ROil SIIIII (SchoduloA)
2. Stooka .nd 80nda(Sohldull 81
3. Clollly Hlld Stook/Plrtnlnhlp Intlrllt (Sohodull 0)
4. Mortgl9" Ind No"a (Sohldull 01
S, C"h & MllclUlnooul Plnonll Property (Sohodlllo B)
S. Jointly Ownld Propof'lV' (Schodull PI
7. nln"on (Schadull QI
S, TOIII DrOll A.-II, (10111 IInll 1071
9. Funlrl' Ex"n..a Admlnlllrlllvl OOlll/Mlaoalllnloua
EXPlnl1l (SChldull HI
10, Dlbtl/MortU19"/Lllna (Schldullll
11. TOlllDeductlonl (lolllllnl,9& 101
12, Nil VIIUlOf Bllm (IInl S mlnuallnl 111
13, Oh'rlllbl. Saqulltt (Sch.dull JI
14. NIl V.IUIIUbIICI 10 I.X (IInl12 mlnulllnl 131
Computlllon of Tu
(1)
( 21
( 31 602.762,20
( 41
( 61 3,120,25
( SI l., 029,207, 61
( 71
( 91 37,310,46
(10) 8,239,04
";'
~~
N
'''i:.o
i~l~
-'('j
- O~'l
,
'_1;
...1
, .-;1
(81_ 1.635,090.06
1':\
(111 45,549.50 '
(121 1,589,5,40.56
(131 50 , 000.00
1141 1,539,540.56
IS.
(IS1
738'.165. no
x.DS.
Amounl olllnl 14 IIMlblt" ~ rltl
(lncludl valu.. from SChldul1 KI
18. Amounl 01llnl14 tlXlbl~ 1\18"nll
'. (lnoludl v,lu.. from 8chldull Kl
17. PrlnclpllllX due (tdd 11M Irom IIn.16 plul IIX from IInl181 "'See AttllchmQllt
18, TOIII Prior paymlnl1l
(a1 AmounlPiild
(bl Plul bllOount
(0) Mlnua Inler"1
81llnoil DUI (IInl t7 mlnuallnl 181
Mlkl'ehlck PIVlbl1 tOI RIQIII" of WillI, ADenl
, * * * PLlABB RECHECK MATH *. *
(181
... 448,910,04
x.1S-
44.289.90
67,336,SO
111,626,40
(111
(ISI_
19.
(191
111,626,40
.
,
COMPUTATION Of<' TAX
GEORGE S. St'ANGLER ESTATB
Gross Es ta tEl
$liti35.090.0~
LElIfB I . Debts
Charita~lEl BElq~ests
'l'axable Estate
.$45,5/19.50
50,000.00
95.549.50
,~,l, 539 ,540, 5~, .
(15) Mte. Spangler,
738.165.00
738,165,00
(16) M:l.ss J. Spangler 160.275,11 x .27370 43,867.30
Mr, A. Spangler 160,275.11 160,275.11
Mise A. Spangler 80,137,52 x .098057 x 1,0130 7,960,19
(Alexandrette 1..)
80,137.52 x .360596 11 1.0130 29,272.92
Mts. J. Hankee 80,137,52 80,137,52
80,137,52 x .291081 x J. 0130 23.629,74
MilfB A. Spang3.er 80,137,52 80,137.52
(Anne L.)
,80.137.52 It .293.081 x 1.03.30 23.629.74
$448,910.04
$ 15,000,00 Hechanioslmrg ArBa Sohool l1istriot 7 1/4% Oellqral
ObUgaUon Bonds dUll .1\\1.y 15, 1993
Aocrued Interest
$ 10,246.88
365.52
6,756.25
252,08
3,381.25
124.36
ll,400,OO
436,33
Acoruod Interest
$10,000.00. HechnnicsburQ Aren Sohoo1 District 7 1/2% Oeneral
Obligation Bonds due ,July, 15, 1995
Acorued lnterast
$ 5,000,00
Mechanicsburg Area Sohool Distriot 7.40% Oenerll1
ObUnation 1l011l1a due July 15, 1994
Aoorued Interest
$ 30,000,00'
Ohutfhld Municipal Auchodty 3.85% Sewer l\evellue
Bonds dUB .1nnuary 1, 1997
$ 15,000,00 ,lIast l'ennaboro TOImship Bchool District Authority
School ReVenue Bonds Seriee of 1968 due ,January 1,
2004
Acorued Interest
6,628.13
302.35
$ 5.000,00 General Btete Authority of the Commonwealth cf
Pennsylvania 3.60% llqoda dUe July 15, 1984
3,881.25
Accrued Interest
60.50
, $ 10,000,00 Pennsylvania General State Authority 3,60% Bonds
. due .July 15. 1982
9,1)06,25.
Aocrued Intereet
121,00
$ 10,000.00 Pennsylvania General Rtllte Authority 4,10% Bonds
due Juiy 15, 1986
Aocrued Interest
6,825,00
137.81
$ 5,000.00
l'ennsy1vanil\ Oenerul State Authority 3 1/4% ,Bond a due
July 15, 1984
3,843.75
. Accrued Interest
54.62
$ '5,000100. Pennsylvllnia General State AuthorHy 3,40% Banda
due July '15, 1989
2,612,50
Accrued Interest
57.14
$ 10,000,00 City of Erie 5% General Obligation Bonds due July 15,
1985
7,568.75
Accrued Incerest
168.06
- 2 -
$ 5,000,00
City of rl~ie 5,05% (lllllernl ObUgQtion 1I0ndll due
July 15, 1966'
ACllrued Interellt
$ 3,556.~5
64.87
'9,293.75'
ll7,64
7,606,25
221.25
Ih212.50
390,00
3,59U,63
101,06
4,70M8
93,75
$ 10.000.00 Lemoyna Ilorough 3 1/2% Se\~er l\evellue Ilondll dUEl
July 15, 1982
Acoruad Interest
$ 10,000,00 Boro\JSh of Itutv.town 5.90% llbctric System Revenue
llondll ~ue Jnnuqry 1, 1906
Acorued Interftst
$ 20,000.00
Lower l'llxton Township Authority 5, 20%, Bewer Revenue
IIl,lnds due Jnnuarl' 1, 1986, '
Ac~rUed Interllst
$ 5,000,00 Hummelstown Hunioipal Authority 5, 35%Sewar Revenue
Bonde due Jnlluary I, 1987
Accrued Interest
$ 5.000,00
1I0rough 'of Ambler 5% \'Iater Revenue Bonds due
,
July 1, 1982
Aocrued Interest
$ 10,000,00 Mount Union'Area Sohool Authority of llul1tingdon
C\>unty" Pennsylvania :1 3/4% School RevenUe Ilonds
due January 1, 1987
6,300,00
Accrued Interaat
$ 10'.000,00 Myerstown Borough, Lebanon County Sewer Authority 3,85%
Sawer RevenUe Bonds due January 15, 2004
140,63
Acorued Interest
3,256.25
129,40
$ '5,000,00 Commonwealth of Pennaylvania 4 1/2% General Obligation
Highway nond Series T cf 1969 due Jat\uary 15, 1998
Acorued, Interest
2,200,00
75,63
,$,25,000,00 hnnsylvania HOUllini! Finance Agency 5 3/4% Residential
Development Note due July 1, 1983 '
Acorued Interest
22,406.25
539,06
$ 5.000,00 80uthern Cambria County, PennsylVania Sc,h601 Authority
,3.70% Sohool Revenue UOllds due January I, 1982
4,875,00
Accrued Interest
69.30
- 3, -
$ 10.000,00 Mill1icd.pal ^\I~hority of \~uat"iurulund County 3 1/2% Hater
Revonut! Dond" Bl;lrias C .(lue July 1, 19,67
Acorllud tntorast
$ 10,000.00
\~yomiiIB VaHey Surdtul'y AlIthol'ity 5 t/ll% RaWer !\\;\Venlle
Donda due'Ju1y 1, 2007
Accruod, Interest
$ 10,000,00 '\1est Bhore Senior lIi!\h flchool Authority 3 1/2% Sohool
Ruvel1Uu Bonds due January 1, 1982
Ac'crued Interest
$ 5.000,00
Valley Forge Sewer Authority 5% Guar.anteed Sawor Rovenue
llonds dUll January 1,1983
Aoorued Interost
$ 20.000,00, 'fe.tr6r.d Borough Authodty " ~ontl!omary County, Pennsylvania
4,90% Guarantoed Hater and Sewer Revenue llond due .January 1.
.1982
Aoorued Interest
$ 5,000.00 Soranton Sohool Building Authority 3,45% Bohool Revenue
Bonds due January 15, 1987
Acorued Interest
$ 15,000,00 Allegheny County, Pennaylvania Commissioners ,nand 3 1/4%
dUo,August 1, 1993
Aocrued Interest
$ 5,000,00 Atgle\), Borough Sewor Authority 5 1/2% Sewer Revetlull llonds
due Aug\ts t 15, 2008
Aocrued Interest
"
$ 5,000.00 Br.istol Borough Sohool Oistrict AUthority 4 1/2% School
Revsnue ~onds due February 1, 1991
Aoorued Illterllst
$ 10,000.00, Pennsbury Joint School B\iudinS Authority Buok County,.
Penl10ylvania 5,50% School Rllvah\le llondil due Fsbrunry 1. .
1994
Aoorued Interost
- 4 M
$ 6,l~5,OO
],31.25
.3,900,00
192 '],9
9,750,00
131. 25
4,596.88
~.3,75
19.537.50
367.50
5,OS9,38
1:42.19
2,068.75.
69,51
2,678.1.3
65,63
5,481. 25
160,42
$ 10,000,00 Northllrn l.ebnnon County School AuthorUY 3,55% Bchool
RI1venUc8onda due Septl!ll\bur 1, 1982
ACcrUlld Intllres~
$ 10,000,00 Upper Ilafby 8ohaol !listrio!: 8 3/4% Ilond Anticipation
Note due Septembur 1. 1983
Accl'\le\l tnbllrQst
$ 10.000,00, Hl1starn Dedford CountY Joint Rr,hool Authority 3,60%
School Revenuu Banda due March 1, 1982
Accruqd tnterast
$ '5,000,00 YeadO,\1 Doroullh School Distriot Authority 3.50% Sohool
Revsnue Ilonda dlle Sllpt,ember 1, 1908
Aoorued tnterest
$ 5.000,00, Qommonwealth of t'ennsylvllnia 4 1/2% General Obligation
Highway DondFourth Series T of 1971 Donds due December
2000
Aoorued Interest
$ 5.000,00' Sohuylkil1 Haven Area .sohool Authority 5 1/2% School
Revenue Banda dUe June 15, 1988
Aoorued Interest
$ 10,000,00 Maohdnio~bul:'g 8chool OiatrictAuthorHy 5 5/0% School
RevenUe Bonds due June .15, 2002
Aocrued Interast
$10.000,00 Mechllnioaburg School D:\.atrict Authority 5,35% Sohoo1
Revenue Bonds due ,Tune 15,' 1985
Accrued Inter,esb
, $ 5.'000,00 Mechanicsburll School D:\.atriot Authority 5,40% School
Revenue Bonds due June 15, 1987 '
Aoorued Interest
$ 10.000,00 Athens Area Joint 3choo1 Authority 4% Additional SChool
Revenull Bond due Oeoember 15, 2000
Aocrued Interest
$ 20,000,00 Du\\oan\lOn Borough Munioipal Authority 4% sewsr Revenue
Bonds dUll June 15,2004 '
Aoorued Interest
... 7 ...
$ 9,212.50
74.94
9,768.75
182.29
9,625.00
75,00
2,753.13
36,46
15,
2,131. 25
94.38
3,337.50
115.35
4,812.50
235.94
7,881.25
224.40
3,518.75
113. 25
3,781.25
167.76
6,537.50
335.55
$ 6,000,00
New Britqill'l'oWhship, !luckll C<,lUllty School Authority
3 3/4% Sohool Ravelllle !londll duo Hart!h 15. 1993
Aocrued Interellt
$ 25,000.00 Kut~town Area Bchoc,l Piatrict 4 3/4% Oenera't o.bU.[\llt~on
Bondll duo Harph 15, 1903
At!crued Interellt
$ 5,000.00 pover County SohooJ. Authority of York County, p/,lnnsyl.vatlifj
4% Bchool Revenue llondll d\le September 15, 1987
Accru~d Interost
$ 3.000,00 Londondert'y School District A\lthority 3.60%"$ohool Revenue
Bonds due Maroh 15. J.90,4
Aocrued Interest
$ 10.000.00 Hollidaysburg Area 8chool Au thority '5,85% Bondll due
Marph 15. 1995 '
$ 5.000,00 Downing ton Area Juint Elementary Sohool A\lthority
3.60%'Schoo1 Revenue Bond a due October 1, 1995
Acorued Interest
$ 15,000,00 New' B'ritain Townahip ,Bucks Oounty Bchool Authority,
Pennsylvania 3 3/4%, School 'Revenue Bonds due Uerch 15, 1993
$ 15,000,00
"
Accrued Int.erest
}
Whiteha~l Cop lay ,Schopl Au~hority, I,ahish County. Pennsylvania
4.70% Sohool Revenue Bonds due April 15,' 1984
,; Accrued Interest,
$ ,15,000.00 Waynesboro Borough Au thority, Pennsylvanill, 7% Hat,ar Revenue
Bonds due Aptil 1, 1990. '
Acorued Interellt
$ 5.000.00 l~aynesboro Borough Authority 6,50% Bond due April 1, 1982
$ 5,000,00
I ~ ,
Accrued Interest
"
\~aynesboro Borough' Authority 6,60% Heter l\evenue BOnds
duo April I. 1983
, Aocrued Interest
$ 10,000,00 Penn-O(;\lco Union Sol)ool. District I\uthority. DsIawara
County, t'ennsylvanill 5% BohooI Revenue Bonds due, October 1.
1988
Accrued Interest
... 8 .,
$ 3,575.00
50.03
22,468.75
201,22
3,075,00
33,89
2,619.311
18,30
10,000,00
1,975.00
22.50
6,703,13
95,31
13.6:.11,25
60.71
,12.253.13
131.25
4,859.38
40.63
4.609,,38
41. 25
6.143.75
62.50
.
-,"
$10,00.0,00 Nurthnmrtun Aree Joint. sohool AuthoriJy 5 3/8%
sohool Revonuellonda due'Hny 1, 199~
Aocruau Intarest
$ 5,000,00
01ey Vjlllay Aran 'Snhol)J.s' Authority, Ilerl(s County,
[lannaylvllnlll 3 3/4% Sohool, Revenue Ilond~ dueHny l,
1988
Aoorued Interoat
$10. .o.o.oiOO DowningtonArel\ Soll\lol Authurity, Cheater County,
hnnsylvanin 3.95% School l\evenue Bunda due Mny 1,
1988
Aoorued Interest
$5,000.0.0 OarnetVlIlley ,Joint School Authority, Delaware County.
[lennllylvan;f.a 3,65% Sohool RaVonuo Ilonds due Nay 1, 1985
AOQrulld Intereat
"
$ 5,.0.00.00 Red j,ion At'ea SchoolAltthority 5,15% Bchool Revenue
. Bonds due April 1, 1963
Aocrued Interest
$ 15,600. 00' 'Borough of Kut~town, Pennaylvanlll,5, 40% Genernl
.obliglltion Bonds due May I, 1988
Aocrued Interest
$ 1.0..0.00.00 West Chester Area School District 5,60% General
Obligation Bonda due November 15, 1986
$'5,.oOQ;.oa
Acorued Intereet
~rrin8etbsbury Township Sewer Authority 3, 70% Sewer
Revenue Bonds due May 1, 1993
Aoorued Interest
$5,000.00 Bristol Towntlh:l.p Authority, Buoks County, [lennsylvan1a
3,35% MuniCipal Building Revenue BOllda due November 1,
1983
Accrued Interest
$ 8,000.00 I1ge!lburg florouglj Authority, Centre County, Pennsylvania
3 3/.4% Water Revenue Ilonde due May 1, 1985'
Aocrued Intereat
~ 4,OQO..oa
Pimnaylvan:f.ll State Publ10 Sohool llulldinllAuthority 3.4.5%
Reho01 ~eaar Revenue Bonds due Novembor I, 19A~
Aoorued Interest
.. 1.0 -
$ 5,518,75
22,40
2,1193,75
7,81
5,"75,0.0
16,46
3,590,63
7,60
4,496.88 ,
10,73
10,059,38
33,75
7,487,50
1,56
2.143.75
7,71
4,128.13
6.116
5.790..00
12;5.0
2,.595,00
5.75
$ 400.0Q Amerioan TdClphol.10 ,& 'l'elClllrllph CmUJllln)' 8 3/4%
DClbenture dUG May 15, 2000
300 Shares
313 Shares
876 Shares
156 SharCls
72 Sharflfl
250,Shllres
407 Shares
39'Shares
'200 Shares
220 SharllS
500' Shares
Aonrll,lld Interest
$ 281.00
.10
2,325.00
7;668,50
37'.011,00
8.385,00
2.808. 00
4,187.50
75.00
14,092,38
244,20
.560,00
409.08
6.837.60
140,00
4.152.50
8,906,50
Oh41mpiO,n Spark Plug Comnlon Stock
Oontinental Uank Gnpital Stook
Dauphin DepollH Oorporation
Ellmark, Ino. Common Stock
E, I. DuPont DaNemours & Company Oommon 8took
Ford Motor Company Oommon Stook
Acorued Dividend
General Motors Oorporation Common Stook
Acol."ued D1vidend
The Grand Union, Oompany Oommon Stook ConVClrtCld ,into
$800;00 Cavenham pabentur13,due 12/1/00
Aoorued Interest
Gulf,Oil Corporation Capital 8tock
A~orued DiVidend
Paoific Power & Light Company Oommon Stock
Pernsylvania ,Powsr & Light Company Common ~pook
Mortgage dated March 25,1977 between Joseph S.
t'inamenti, Jp,. Mort~Asbr, and Spangler's ~Us~c
HOUse" Mort8a~ee, in t,11e sum of $67.632,47 for the
three,story apartment building at 240 south Thirteenth
8treetand th\9 two-el:ory apartment bUilding at 1250
Kittapinny Stt:eet, Uan'hbut'g. l'enneYlvania,as fUed
~n..tlia DaUph~n County Reqorder of DCleda' Office in '
MortSl1ge Book O,Volume 54, t'ege 032 on AprU 20,
1977. at 8 1/2% Intet'sst
Ba~ance duCl ell of Novambet 16, 1981 ~ $6,32~.35
Diaoountad at 17 1/2%1
'6.080,08
Aoorued Intet'\'Is t.
13,.45
~ 13 -
"
.V,II'''X+ 1"111
. OOMMONWBALTH OF PBNN8VLVANIA
INHIRITAN08 TAX ReTURN
Re81DeNT 08QeD8NT
1l8TATIl OP
SOHEDULE "1"
DEBTS OF DECEDENT.
MORTGAGES, AND LII!NB
ITeM
NUMBI!R,
F
G~ORGllS. Sl'AN.QLIII'
OIUICRIIITION
I. Modicare t'ntiant-Aid Center 'for !lental of llquipinont
2. Holy Spirit Hospital - Balllnoa Due
:I. Mre. Alioe Spanglar I
Private Duty Nurse for Mr, Spal1ll1el~
Medical t'arsonnel 1'001 for Private Duty Nllrse fot' Mr. Splm",let'
4, internal Revenue Berv:loe for IIst~ma ted lledllraltncollle 'l'ax payment
for llourth QUllrtar, 1981
5. I'snnaylvania Department, of Revenuo for Estimated Penneylvania
tnoome Tax Payment for Fourth Quarter, 1981
6'0 Wormhysbur~ Fire Cbmpllny - Ambulance Sorvice
7. Bell of t'ennsylvania - Telephone Service
8, Medioe). PersortnelPool- Private Duty Nurse
9. Med,ioare Patiant-AidOsntet'
,Eouminioal Food ll11nk- Donation
TOTAL. (AlIa enter on line 10, Reoepltuletlon)
(If molllP.cllt ""did 1""11 tddltl."11 th"" .t 11m. ,I..,
21-81- 724
AMOUNT
$ 70,00
204,00
80,00
205,60
6.830.00
550.00
10,00
8,84
202,80
27.80
50,00,
. 8.239,04
j,
COMMONWIALTH 01' PINNlnVANIA
COUNTY Oil CUMIIRLAND
..,
Dj\UPH IN "Q~m I.'l.'..MHK. A~/l, J')WB,'l' .,9ClMIlMY_. "AI; Hm ,WmY"NR. fi!'ANqh~ILMm .JOa!ll'[U:J\ULJtj_.~l'Ml(1k!l[t...,
" SWORN' ,'.
bolng duly .._~~_..." .n._. aooordlng 10 law, dopolU and IaYI I,hd 'll1oy........../UJL__.--.....__...__.'_m_.,__
...,_....llll.Q.g.\lIQU...,.__... . .. '_ ,., of tho 011 eta . of ~__nMr.QI!..J!L.anlll1aJ&l.r.____,.....:..-._
lata 01 , " .".,' ~:~~~h~~ DepOS1t lllli11rlniCl.Tr(flltC~M~g~~~ Counly, Pa" d.oUlad andth.lfho
wllhln I, .n.lnvenlory ni.do bYA1:LQeScavlIns",SPlilnllhr,.&. Jos.aph1nll--&.-Bplll1at.berla'd-_ixCl(m~Q.r~'-r"_
of Ih,' ',nllro, all,alo of laid d, eoedont, onOlllll09 01 alllhe pmonal profldrly and r,'" OItolo, OMoopt roo' ..t.to Quhld.
Iho Corn"rno, nwetllhol PonnlylYonla, .nd Ihallho "<jurel opp.ollI,oeoh 110m of Iho )nyant~ry tjJ1re"oat, It, " hIt yalue
U oflhe dola 01 deoodonl" doalh, DAUPHIN DEI'OSl'l'IlANK AND'rRUST ,OMl'ANY, ALICE
STEVENS St'ANOL&R AND JOSEPHINE E. St'ANGLllR,
:X~CU~:I~)7-~.IlORGIl. S. SPANGLER
Y.'vre JfBiHu .~ A~'t:r-~ ""mlnh~'I~r& Triis't;.'01ffcer
By l~~ . " 1 " , ~. .
j... _A.l.~ ...~~ennll..SI?l\n lJI .' ., _
By I ,,'.L' ,II' ~-4'".' . ~i
oJ seph nil E .Spangl ,
, '"...___.""c,.._"....__....".~'_.......~~~_, ___ . _ .----------..-..~......____~~_
, """It..
P.O. Box 2961, Harrhburg, PA 17105,
Sworn, _~_ end I~blerlbod bofore mo,
/1 '
/ , Z..~,
(i.-rf~t.1 /'1 /.1
~?(1)1f' //~,. ,// '#,';';'k j
( . MMY,I~\jIil 'Hl.lI~[l!1. .,/.1
tOWOI l'ax!o/l (ownslu",. fJaulHlll1 CIHlllly
My Cilmnll~siori.l:(fllfl!!I. 001. :\0. IUHi
MomhlJt, POUU$yIVilf11i1 ^'i~{JCIIIIIO/l (JI NfllMinc,
( )'j
19..!.J!.'"
Dolte of Death ..._...~+__1~~
, ll~y
Nove~sr 81
.+'~-._.~......-------~--,-_......_~-."-_._._._..~-~--,._._~--n---......-------___~~~
' ,Month . Vu, ,
INSTRUCTIONS
I; An Inyentorv mUlt be fIIod wllhln Ihree monlhl afler appolnlment of, porlonal repruQntatlve,
a, A lupplernenllnventory mUll bo !lIed wllhln Ihlrly daYI of <lhcoveryof a<ldllloool 011011,
,,3.., Addlll';nal.lhe~h may ba ItIhohod u to perlone/ty ,or roelly ,
4, Seo,ArtloleIV, FlduolorluAol 01 1949.
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RIV, 1U7EX 11-83 I
, I
RlJRAAU or AXAMINA110N NOTlCE OF INHERITANCE TAX I
PENNSYLVANIA DEPAR, TMFNl OFR~VENue, AP,PRAIIEMENT ALLOWANCE 0 R PISALLOWANce IACN
P,Q, aox an 7 ' NP ,
HARRISBURG, PA 1710,6 OF oeOUCTlONS, A ASU8IMBNT OF TAX
....'._..,__""""'-~.._"'"' _t .JL.,__~.__...._.,.._.._~._.,,<.~.....__ . RAIl Qi"'~~
liT ATe of Slll\NClt..ll:R GIlORGI,~ S 'FILE NO, 21 81~0?24
IlAT.lJlLgWtLU=J.~,-.--~.-~~--,.. __, ,__.,..~_~_. ...n "" ..,.. ..___.llRUt!tL..ClJHIlIilRuIlHO~,~~.....,_-.
NOTE:' TO INIURBPROPIR'ORIOIT TO VO,UR AOCCUNT sUBMIT THE UPPBR PORTICN O,F, THIS NOTIC' W,ITH V,OUR TAX
PAVMINT TO THe RElllanR OF ,WILLS OF THe ABOVI COUNT V ' MAKe CHICKI PAVAILI TO "1'III1TI" OF WILLI,
AGeNT". '
lOJ
-,
THOMAS W WALKIER
DAUPHIN DIEP 131( (.0 TR co
PO BOX 291\1
HaG Ph J7105
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
9~T AL9!11!3 _1:HI~ J.JII!II ". . _ . . . _ .
NOTIce O~ INHeRITANCe'TAX APPIIAlleMeNT, ALLOWANCE OR CISALLOWANOE OF OEPUCTIONS AND AssesSMENT OF TAX
IIIV. 1UUX 110-sa)
"TATE OF SPANGLER GEORiJE S FILe NO,21 81"0724 ACN 101 DATI 03-31-83
.----.-~~~-;AX RmR~-~AS: (~~CE;:eD:;:I~~~""-;-';':~~~E~ ,---~---'
Biii8YArfoN CDti!l.lllliJ!iUlllll!ILltillMly-:]II'."BI'lJRIK,--.------------...-- ~._-_.....~_._-
APPRAlSep VALUI OF II&TURN BASEP PN, ORIiJINl\L RETURN ,
" RUI Eal'I' (Sch,dul. A) ( 1 I . .00
__~_'~.I""_L_''"r_~.
2, Slockl .ndllond. IS,ohedule Il) 1 21 _ __~Q_..
3, Clol.ly H,lq StocklParln,rshlp Inlt'eat (Sohedule CI 1 3) _.__E.91..t1~L
4, MOrlgag...nd NCles (Sohedul' Cl) ( 41 ____.._-,-_J..9JL_
&, Cuh So Mleo.lI.n.cu. Perscn'l Properly ISohedule 61 I pi ~"":-_.~L~;10. 25 ,_'
a, Joi~\IYOWned Propllrty (Sch.dule FI" ( 6L.. ,00 .
7, Trana'". (Bch,dul. m . ( 7) ..1.t.9.~~~07 \.2.L...
8. Totsl Aeut. 1 81 _..l.. 635,.090. 06
APPlIoveD DeDUCTIONS AND IXIMPTlONSI
9, Fun.r.I,Expenu.IAdmlnlllrally, Co.taIMI.cell.n,ouI
ExP,ns.. (sch.dul. HI I 91 ",-,-__.n.ll10. ~
10,. O.bIaIMorlg.guILltna ISchedule Il 110l_.~,..\l.,239.Q!_..
, L 'Total Deducllons '( 1 11
12, N.I V.lue 01 Tax Relurn (121
13,' Charltabl,IGoy,rnm,nl.1 aeqU"t. ISphedule JI 113)
14, N'I V.lu. 01 estat,e Subj'ql 10 Tax ,1,14)
NOTe I If .n',......Mlintw.. p~.ViClLl.,y t..u.tI, lin.. 141,111 .ntl/Cl~ 18 and 17 will '
~.fl.Cl1 fig\.lr.. th.t tnolutl. the tCltal of.&ll. ~"urn. .......tI to tlat..,'
ASS.SSMINT OF TAXI
, &, Amounl Clf IInl 14 t.x.bl$ at 6% rata
1 Ii. Amounl of IIn. 14 l.x.ble'l 16% rata
11, Pr.!.hclp.I Tax DUll
TAX aIlIDITS'
45,549,50
1,569,540.56
.. 50,000.00
_l..l.~39, 540.56
11al_
n 61
738,165,00 x,06-,
448,910.04~x, 1&-~
1171
44,289.90
67,336.51
111,1326.40
,
049722
r---.-------+'...-.
I ' DISCOUNT (+1 AMOUNT PAID
i INTEREST 1-1
I ,00 111,626.40
_-'--___L_
--~T 'Om '" ""'" -d. .i",:':'",,"-_I
BALANce Of TAX O~~ .00 I
.. --j"NTBmi---_. =.::::---:--:-00-)
....._.... ToTAL DUE __.__._~00_..1
III 8alance DUB la leIG Ih.M $"00 nO p.ymenl 10 required)
PAVMENT
DATE
Oe-13-82
RECEIPT
.
L
. IF PAID AFTER THIS, DATE SEe REVERSE FOR CALCULATION
OF ADDITIONAL INTERE.5T
RETAIN THIS PORTION FOR yOUR RECORDS
RRCRIPTS OF PRINCIPAL
De.oription.
Caahl
1983.03.09 Oeorae S, Spanaler R,tace.
Prinolpal Cuh.
1983.03.28 Oecirae S. Spana1,er lie tate. .
Prino~p"l ouh .
1983.07.20* Oeorge S, ~pangler lI.tate. .
Prinoipal 0",11 .
1983.07'.29* Geerge S, Spangler Rst;!ltllS
.Prlnoipal Cash
1986.011.011*Intttrnal Revenue Servioe
. Refund
Stook'/Listedl
1983.03.08 500 .hare. Dauphin Dopo.it
Corp. '
1983.03.08 200 .hares International
T.lephone & Telegraph ~o.
Bonds I
i'
1983.03.08 $Il,OOO Boyert~wn'Area ,Sohool
,Dl,trict 5.4' Tll~ Free General
,Obligatlon Bonds, due 04.01/91
1983.03~08 $1!),000 Penn.ylvania
Commonwealth '4' General
obligation Highway Blinds 4t;h
Serle. T of 1972 due 01/01/02
1983.03'08 ,,$lO,OOOU,S, Trellsury12.12"
Note., due 09/30/84
1983.03.08, $10,000, U,S,' Trll8lury 13,7"
Not., dua 011/15/86
Fiduoiary
Aoquhttion
Value
Harket Valua
on data
Received
56,525,07 56,ll25,07
10,92 10.92
7,008,25 7,008.25
28.80 28.80
2,762,56 2,762,$6
...................... .. ............ ............
66,335,60 66,3311.60
16,590,811 25,125.00
1l,800,QO 6,337,60
...................... .. ...................... ..
22,390.85 31,462,60
:1,142,65 4,298,30
5,661. 90
8 , 067 , 6.0
9,156,20 10,356,30
9,462;50 10,918,80
................ ..~...~..'~....~
27,423,25 33,.41.00
Total Rlloei\)t;s ef Principal ll6 ,149,70 ,. 131,439,20
---~ - --- ------------
~.............. ................
Qrlsinal Dlstribution
.3.
lI~U~ i !?:r p~t:r '5f59
131,439,20
* 9,7?9,61,
............ It.. il........
)21,639.59
_rr ...;.....__
1988-02-02 ,21 IInLt. ,Oolll1lon8took,
001hoti,v, InvutmelltFllnd
,Ne t Ptoo.ede
FLd,Aoq,Valu.
301,05
2U,52
,19(18-04-05 204 IInLt. Oommon 8took
Oo11ective lnve.tment FUnd
Net Prooeed.
Fid", Aoq, Vallie
1989-10-10
3,004,25
2 " 74,4,45
$10,000 Fedetal Netional
Mottalae A.eoo, B~nd. 12,75'
due 10/10/89
Net ~tooeeds
Fid, Aoq, 'Vallie
10,000,00
10,000,00
1990-05-04 22 unit.F:L\\ed, Inoome
Oo11eotive,Inve.tment Fund
Net Prooeed.
F1d,' Acq, Value
208,69
216,10
1991.04-03 892 units Ccmmon Stcck
OoUectLve ,IlIvutment 'Fund
Net Pt'Qoeeds
FLd, 'Aoq, Value
16,467,52
12,697,33
1991-05.02 800'unLts Fixed Inoeme
Oolieoti've'Iiwutment FUnd
Net' Ptooeeds
Fid, Acq, Vallie
8,017 ,51
7,858,11
1991-05-02 281 IInlt. Munlcipal Bond Fund
Net Ptooeeds '
l"Ld, ' Acq, Value
3,t62,05
3,226,42
1991-05-03 450 IInits' Comm(ln Stook
'Col1eotlve 'Inve.tmerit Fund
Net Proceeds
Fid, Acq. Vl\luI
L1~lR um"hGr5GJ
8,286,911
6,405.61,
.,5.. '
19,33
0,00
259,80,
0.00
0',00
0,00
0,00
7,41
3,770,19
0,00
159;1.0 0,00
,
"
,
0.00 64,37
1,881.38
0,00
REOBIPTS OF INOOKB
Walv.rof Inoom. Aooountingl
P.riodio .tlt.m.nt. w.;.
.~bmitt.d to the life tenant I
th.r.for., the ,ooountant
o"I,rl" it..lf \'11th the lnaeme
balano. in acoordanoe with,th.
la.t at.t.m.nt of .03/~1/91
DiVi!lendal
1991.04.22 Dauphin pepoait Oorp,
1991.07.19 Dauph!.n nepoait Oorp.
Interest 1
~991.04.02 Oapital aeserve Aooount
1991-0~.01 Oapita1 aeserve Aooount
1991,06.04 ,papital Reserve Aooount
1991.07.01 Oap~tal Reserve Aooount
1991.08.01 Oapital Re.erve Account
Otherl
1991.04.02 Municipal Bpn!l Fund
1991.04.03 Oommon StoO~ Oo11eotive
Investment Fund
1991.04;03 Filled Inoome ,0olleOtivo
Investment Fund
1991.05.02 Filled Inoome Oollective .
Investment Fund
1991..05.02 MuniCipal llond Funll
1991.06.03 Oommon 8toe~ oolleotive
Investment Fund
1991.06.04 Fi~ed Inoome 0011eotive
InVelItment Fund
1991.06.04 Munioipa1 BOnd Fund
1991-06.06, QommonStock oolleotive
InvelItment Fund
.13.
0.00
55.5,00
555.00
i.
t
r ~
,
\ .
I
,
. It ~ .. to .. It.. .. .. .... ..
1,110.00
7,.15
74,60
168,78
218,83
301. 12
.. .........."............
, .i'
58.80
122,63
175.51
167,68
58,50
.50.60
126.58
41,28
40',93
11m: 123 PI,r.f 5Gtl
770,48 '
~
PRlNOU'AL
Re~eiptH: Ba~anoe of Prior Aocount
This Aooount
",
.1'qgu
0,00
11'1,31)11,83 3./,
,Not Gain (01.' Loas) on Salos or Othe~' Dispos1.tion/Pl:I,noipal 35,820.!iO 5.6
Lessl General Oiebursements
Reserves
4,359,67
1,375,00
'153,185,33
7
; 5 , 7311 ,67 8
........................'................
Balanoe before Distributions
Distrih, to Bonefioiaries
147,450,66
59,205,89 9
Prinoipal Balance on Hand 88,244,77 10
For lnformation:
Invostments Ma,do' 11
Changes in Investment Holdings 11
INOOME
Reoeipts: Balanoe of Prior Aooount
This Acoount
Not Gain (or Loss) on Saloe or Other Dispooition/Incomu
Less: Disbursements
Balanoe Before Distribution
Dietributione' to Benefioiarlee
InooMe Balance on . \land
For Information:
Investmente Made
Changes in Investment Holdinge
0,00
6,216',35 12.14
0.00
....................
6,.2l6,35
, 1,,069,71 15
....................
5,11,6.64
4,936.60 16
....................
nO.04 17
Oomhined.llalanoe on Hand 88,451,.81
11~1i: 1. ~() PI,n ,180
.2.
-----...--.....-
'\,
q,
" 1988.01,.05 170 uniteCommcn Stool\
Co 1100 t i VI' Invoatmoht I~und
Ne t l'L'oolleds 2,503. 511
Fid. A~q, Value 2 ,257 , 01, 246,50 '0,00
1989.10.10 ~10,000 Federa1'Natlonal
Mortgage Aasoo. 12,75% Ilond
due 10/10/89
Nut l'roouods 10,000.00
lIid,(\Oq, Valuo 10,000,00 0.00 ,,0.00
1990;05.04 17 units Common B.took
Colleotive lnvestmont Fund
Net Proooods 300,1,9
Fid, Aoq. Value 235,111, 65,05 0,00
1992.03.03 ' 2,557 units Common Stook
Collllo ti velnves tmont Fund
Net PL'ooeeda 51,106,99
Fid, Aoq. Value 35.412,33 15,691, ,66 0,00
19n.03.04 1,752 'units' Fixed Inoorne
Colleotlve'Investrnent, Fund
Net l'rooOllda 18,296.15
Fid, Aoq. VlIlue 18,OqO,68 295.47, 0,00
1992.03.04 311 units Munio ipl11 Bond Fulld
l'IllC Prooe,lIds 3,54~.00
Fl.d, Aoq. Vrilue 3,563,67 0.00 21.67
Totl1!"GAine Ilnd Lossee/p~fnoipI11
Less Loss
35,842..17
21 ,67
21.67
Net Gain
.. .. ~ .. ., .. .. .. .. .... .. ..
35,820.50
-~...._--..-.......~
Ur.ii: i~6 f'A~t:, 484
.6.
,
1992.02.04 Capital ReaQrve Aooount
1992.03.02 Capital Reserve Aoqount
1992.03.16 ~5,OOO aoyertown VA Berka
County 6,~25% Guaranteed Water
RaVQnue Bonds Series 1973 dlla
03/15/~3
1.116
2.59
153,13
1992.04.01 Capital Resatve AcoQunt
210,011
...................
Otherl
199hOI,.02 Mllnio ipnl Bond Fund 18,89
1991.04.03' Common, S too k Colleotive 175,86
ItlvQstrnant Fund
1991.04.03 Fixed Inoome Colleotiva 118,22
Invastm,ent Fund
1991.05.02 Fixed Inoome oolleotive 112.95
I nves, trnen t Fund
1991.05.02. "Municipal Bond'Fund 18.79
1991.05.03 Oommon Stook Oolleotive 145,21
Investment Fund
1991.06.04 Fixed Inoome Colleotive 123,111
Investment Fund
1991.06.04 Munioipal Bond Fund 18,69
1991.06.06 Cornmo,n S took 00 lleo ti ve 237..33
Investment Fund
1991.07.02 ' Fixod Inoome colleotive ll6,60
Investment Fund
1991.07.02 Munioipal Bond Fund 18,66
1991.07.03 Common Stock Co 1100 ti ve 118,76
Investment Fund
1991.08.02 Oommon Stack ,CollectiVe lll,52
InVestment Fund
1991;08.02 Fixed Inoorne Colleotivo 119.33
, Inves tl11ent Fund
1991.08.02 Munioipal Bond Fund 18.79
1991.09.04 Common Stock Colleotive
Inveatment Fund
210.21
lI~lf:
.13.
i ....n
.1...:..0
!JIII!,
''Iii,"
,!8J
1,859,57
,-I ,l;
IlIS'I'!UBU1'10NS OF INaoMIl '1'0 I\ICNI\Jo'!Ot^IUII~
, , .
1991.06.28 ,10AnnS. Hankoe Inoome t, 3811 ,03
Oistrihution
1991.09.30 JoAnn S. Hnnkoe I no mno 1.,099,72
Distribution
1991.l2.31 JoAnrt S, Hnnkee Inoomo 1,268,111
Dhtl.'ib\.ltLona
1992.03..31 J oAnn S. Hnnkee . Inoomo 1..184,41,
Distributiona ..................
Totlll Distributions of Incolne '
I.l~('t:
'1 '.)I:~ .'.''''
._~n ;n.
MH
.16.
I, ,936.60
................
11,936. 90
--....,.--...---...
"
'; \
OOMMONWIALTH OP ~INNBVLVANIA
UIPARTMINT OP RIVINUI
.
BUREAU OF INDIVIDUAL TAMI8
IHtlERmHCE TAR OIYlilOR
1'0 lOR non I
tlARRI8IORO, PA 17111.0601
NOTlCI OF INHERITAHCI TAM
APPRAJ8IHINT, ALLOWANCE OR DJBAI.LOWANCI
, OF DEDUCTION8 AND A8818BHENT OF TAM
IINlUumufofU
12"06-2004
SPANGLER
01-16-1981
2l 81- 0724
CUMBERLAND
102
I A.Dunt R..1tt.d J
MAKI OHIOK PAVAILI AND RIHn PAVMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, FA' 17015
OUT ALONG THIs LINI ... RITAIN LOHIR PORTION POR YOUR RIOORDS ....
ftW:II1."~I'lr.A~lt..C~\.':4tr-R~Yf'al."d'..lN, RIYtYfl, WI.Y'\il.'A'1l'~ft'AYnmr~t"'Att.~cl'Q~WI.b1f..... ....~.... ~ ~ ~
DISALLOWANOI OP DIDUOTIONs AND ASSI8SHI~T OP TAX~
ISTATI OP SPANGLER GEORGE S PILI NO. 21 81-0724 AON 102 DATI 12-06~2004
TAM AITURN WAS, I X) ACCIPTBO A8 FILIO I I CHANGID
RI,IRVATION QONOIRNIRG PUTURI INTIRI'T . III RIVIRSI
APPRAISID VALUI OP RITURN'BAsID ONI REMA~NDER RETURN
1. Ae.l Ilt.tl IBOhld~l. A)
e, StDOkl .nd Bondi ISohodlll. S) ,
S. Clooll~ H,ld stDok/P.rtnlrohlp Intoro.t ISDhodlllo C)
q. Hortsoso./Notll Rloolvlblo ISohodul. D)
8, C..hlSlnk DOPOIHI/Hho. Per.ond PrDPorty I SDhodulI E)
6. JointlY Ownod Proporty ISDhldlllo F)
7. Tr.n.hr. IBohldul1 or
s, Totol A...to '
SUE MAUIlRV
M I T BANK
215 MARKET ST
HARRIUURG
'0'-1
J 'j_\
DATI
IITATlOP
,DATI OP DIATH
PILI NUMIIR
OOUNTV
AON
GEORGI!
S
PA 1 ?,lOI
(1)
le)
IS)
Iq)_
IBI
161
171
,I!..i
2,762J666.19
.00
.00
.00
.00
.00
IB)
NOtE. To Inluro prop.r
Drodtt,to your I.oount,
Iub.tt the uPplr portion
Df thll for. with your
'tow P'Y.lnt,
2,762,666,19
APPROVID DIDUOTIONS AND IXIMPTION'I
9, Funor.l IwpenIII/Ad., Co.to/HlIO, ERplnlol ISDhldulo H) (9)
10. O,btl/HDdslllo LhblUh../Lhnl ISohodul1 I) (10) .00
11, Totll OOdll~tlonl 111)
11. NIt V.lll.of Tow Rotllrn 1111
11, 'chlrHlblo/00Ylrn.lntll Boquoltol NDn-ol,oot.d 9111 Trult. ISohldlllo ~I (15)
lq, NltV.IU. ofhtoto SUb,:fIDt tD T.w ' 11q) 2,762,666,19
NOTl I If'lIln, ' nit, ,llhllmt WlIl. il.uld pr.ViOudY, Un.. 14., IB IInd/or 16, 17,' 18, .1Ilnd 19 wU:!.
r.f~.ot ~igUr'. that ina~ud.th. tot III Of ~ rlturns 1I......d,to .d.t..
AIBISSMINT OP TAXI
18, A.dlJnt~f LAnl lq It SpoUI.l r.to USI' 00 M 00 .
16, Allollnt ~f Llnl ~q, tlw.bl.. otLlnlo1/Cl,.. A, r.t. U61 .00 M 06 ~
17, Allou"t of Lint lq It BlbUng rite U71 ~, M 00 .
18, A.ount ~f Llnl lq toM.b~t .t CDU.t.rll/Ch.. 8 r.to U8) 2,762,666.19 M, 15 .
19, Pr tnolPll TOM, DII. 119.1 n
,00
nn
2,762,666,~9
,00
,00
,00
.00
414,599.95
414,399.95
10-12.20011
Co00411,91
,
22,311. 62-
AHOUNT PAID
40B:513: 59
tl;i'i{
<..',,, ,f,;
. tF',;AID AFTIR DAtI INDICAUD, BII RRVIRB&
FOR CA~CULATION OF ADDITIONAL INTIRRST.
rOTAL TAX ORIDlr 4111,593.97
BALANOI OP TAlC DUI 27,194. 04CR
INTERIST AND PIN. .00
TOTAL DUE 27,194,04CR
I IF TOtAL DUI IS LUB THAN 11, NO PAYHENT IS REQUIRED, () (-
IF TOTAL DUE IS REfLICTlO AB A "CREDIT" ICR), YOU HAY BE DUE
A RBFUND. SBE REVERBE SIDE Of TNIS fORH FOR INSTRUCTIONS.) ~~_
IIV.UOO IX + (g"ll
~~IIR'AU OP IXAMINATION
PIN L'ANIA DIPARTMINT OP RIVINUU
, P,O. BOX 1317
HARRIIBURQ, PA 17101
INHI!RITANOll TAX RlITURN
Rl!8lDlINT DlIOI!DlINT
FII. Numb.r n~81-724
Dmu.nt', Nom. ILOII, FlrIt, 'nd Mlddlelnlllel)
SPANGLER, GEORGE S.
IICIASID Sool.1 S.qurlty Number
195-07-06~7
:HICK
1, Orlgln.1 Attum Ixx I
O.t.ol Ollth
November 16, 1981
2, Suppltmentel Return' 0
DeUdent'. Addr",
510 Indiana Avenue,
Lemoyne, Ph 17043
\PPRD.
'RIATS
ILOCKS
~. Rem.lnd.t RttU,rn 0
S. F.dmIEIWt T.x I xxi
Atturn R.qulnd. '
0, O.o.d.nt dlld tlllll. XX 7. Deoedent mllntoln.d I living r.:::1 O. Numblr of.,,'1 d,pollt r::1, 0
(Attloh DO y of WillI trult (Atlloh oop of trulll, ~ ,bOMlllnvln rlld ~
All oorrtlPondenonnd oonlldlnllll tlX Info,rmlllon .hould hi dlnCled 101
4. Llf. Eltlll 0
ORRe.
PoNoSNT N.m. Mr. .'t'homas W. .l~~l.lker
Vica President & Trust Officer
T.I.phon. No, '
717-255-2043
01
Harrillbur
01'"
PA
ZI 171(
"c
RlGlpltulltlon
I. R',llllt,l' (Soh.dult A)
2. Slock,.nd Oondi (Sehlllul. 01
3. Olollly Hlld Stook/Pertn.nhlp Inlerell (Sohedule CI
4. MortQlgllend NOIIl(Sohedul. 01
6. Olin S. Mlle.llln'oul P.nonll Property (Sohedul. &1
0, Jointly Ownld ProplrtV (Sohedule FI
7. Tranllen (Sehldul. 01
O. Tol.1 aroll A'"l1 (101.1 line, 1,71
9. FUnml EMPlnll' Admlnlllnllv. OOIllIMllOIllen.ou,
EMP,n," (Sohedule HI
1 O. O'bl,/~ortglgIlILllnl (Soh.dule II ,
11. TOIII Dlduollon, hotlllln.. U 10!
12. N.t VII.UI of EIIII.lIIn'l 0 mlnul line '11 I
13. Ohlrltlble Oequl'" (Soh.dul. J)
14. Net Velullubllol to IIx lIIn'12 mlnullln. 13)
( 11
( 21
( ~!
( 4)
( 61
( 01
( 7)
602,762.fO
't'
;1 ' :;~
~
3,120,2~
1.029.207.61
"!:'!
1";''1
"~A1l
!in
",,<:.>;.
':';1
.:1
"
. ,
'.
~~.l
',J)
(01
1\63-',090.06
191
(10)
37 ,310.46
8,239.04
t')
UCU'
'TION
(111
(12)
(131
(14)
4~, 549.50
1,589,540.56
50,000~00
1,539,540.56
Computation of T.1l
16, Amolint of IInl14 tlK'.ble It Il% rate
Unol~dl vllUIlfrem Soh'dule K)
10, Amount of IInl14 tlMlble It 1614 rltl
Unoludl Vlhillfrom Soh'duleK) .
17. PrincipII tlX due (edd "M from IIn,'6 plul tlM from IIn.,01 ~See Attachment
lS. Tot.IPrlcr plymenttl
(,I Amount Plld
(b! Flut Dllollunl
(01 Mlnutl nlenll
19. Blllnce Due (IIn,'7 mlnu'"n. 181
Mekl Chlok Peyebl. 101 Rlglllerof Will'. Aglnl
· · · PLeASe REOHeOK MATH" * . .
(16) _
738 .16~;00
M,OO-
44,289.90
67,336.50
111,626.40
(10)
~ 448.910.04
M.1S-
(171
(lSI
(leI
111,626.4G
~~v'\)
Undtr p.neltlll of plrJury,1 deelll'l 1~1t I hm mmlned thl, rtturn,lncludlng eooomll.nylnQ lo'hodu'" end 1I11.inentl,lnd to thl bill of my knowledge
j belief, It II trulut>~~w,tnd~ W I tlB~~e~B oH~~'f'r ~b~H> J{lWh. ~P8~' ~P~~YSlv\~ .w~tWR'lIlWBrmJS3~~~'1~W 'I!~PI~~~GLER I
I knr-~~ ,.'.' EXECUTORS OF TI'lE ESTATE OF' GEORGE S, SPA.,'lGl,ER, 1/., j, ;
'ic ..}'1,'e,~id'~r~.~::~~t.....,9.f.f)~cer Q. A ;~AJ.r / I ,
()k'i :.t ~, .. ~./'~' .4?'( J"fi-d', /
JORenllln~ ~. Snn~p'~r I
~-1
._........-__..-.............-.~.. ... _ ..._~__,.,',.."'U
,,~m.IUIlOlLl,
~...:.., 'v,A~
Ol~
OIPT. .'
.. REV-1800
INHERITANCe TAX RETURN
RESIDENT DECEDENT
III
\1M'
195 . 07 . 0657
(I I
Span8le~ Alice 8.
o I. Or1\llnal Rawm
CJ 4, ~Imlted Sltala
D B. Deoe<lant Died TlI\lI~ i*\""IlWll
9, allonp~R~
11 I ~6 I 81
. 7893
Sue ~"ary. Vice Preai4ent
Manufacturer &
~
I, Raal SllIte (8c11aduItA) (I)
2. 8100M Ind BondI (8cnedult B) (2)
3. CIoHIy Hald COl1lOratlen,Panntlll\lp ot So!tfroprtato"hlp (3)
4. M9rtvaOla & NOItI Rtc:el'/a~1e (BcI1edult 0) , (4)
5. C..~, Blnk Dlpqllll & M~llInllOUl penonal ProPlny (5)
(8chadul' 8) ,
5, JolnUy OWnad Propeny (Sdladult I') (5)
1, IntlroVWol Tlln"I" & Mlleelllneoul Non.Pro~a:a propafIY (7\
(Schedul, G or~)
5, Total QrOll Amt' (10111 Llnee '.1)
0, Puneral Sxpen'" &Admill~lIIl1va COllt (BcI1adula H) (9)
10. Da~1I of O~lnL MOrIOaoll.l.l~RIIi.., & Lltnl (Sohlduill) (10)
II. Total Daduot!onl \1O!iIUnllU 10)
12. HIlVlIUI O!&S\Atl\Une8 mlnue Llnll1)
13. ChanUl~lIlnd Govlmf1\fntalSaqulltliSac 9113 Tlllell for which en .Iectk>n to tax hIS not ~'In
, mId' (Schedull J)
14. NIt VllUaSubllOl to Tax (Lln112 mlnUI Llnl 13)
1. mount 0 IIna 1 taxl~11
It thllPOUll1 tax rail ' ,I X ,0
8"lnl\lll<:llOn, on rlYllIIs~e for ,p~lceblt percentaoe
18, Al1U)unlOfllnl 14taxlbll
it6'~ flta x
11, Af1\<lUnlol1lne14 taxebll 2 ",
al\&,I.,111 762 I 666. 19 x
2 I
71\2 I
~
AOOResS
AOM! SS
'_~'H" -.
-_.~._...~~
- ,~ I
8~
12/1
5 I 9 I 1907
RQOIBTIlR OP WI\.\.S
~T Bank
213 Mark~t street
.llarriebil~g. P4::; 1710t'"
_, ,to. ';,,"
r:-'
.
666 " 19
.'
(8) 2 I
(11)
(12)
(13)
(14)
(16)
,9& (18)
,11 (11)
1'8)
,._n~".' ,
f~
-<
....
fo.
t
t'('.
(I',
r:;::.
-"~,~:\.ft~iX.:vi~BJfA'tr'''u, ,
7621
..~--,"".-_. ...---,-....--...
666 . 19
o I 00
2 I
762 I 666 . 19
2 I
762 I 666 I 19
-
414 I 399 . 93
"
OAT
l"II.yOfl
oAT!
09-26-2006
SPANGLER
11-16-1901
21 81-0724
CUMBERLAND
103
APPIAl.DATII 11-20-2006
(.\'uu "UI'~/wV sl,lv 'IIIIlv/, OhlverlllllN ,I
~::~n:H;:;t::::Ji.1 AND RIHIT PAVHIN~ Tal
REGISTER OF WILLS
CUMBERLANP CO COURT HOUSE
CARLISLE, PA 17015
91'1. ~J.p~g~1~n u.lrJ~'..... V~...8,',r&J~. ~9~ '8 .~ger 19~.!98. YQ~a.~'99BPI. .1:'::"....Il.. .."."... ......
RIV.1147 IX AP~ i03-08)~IOT%CI OP ZNHIRITANCI TAX APPRAIBIHI Tt ALLoWANOI O~
u BALl.OWANOI 01', DIDUCTIONB AND ABBlss I~T OP TAX
IBTATI 01' SPAN\JLER GEORGE S PILI NO.~l 81-0724 AON 103 DATI 0~-26'2005
TAX RITURH WAIl I X) ACCIPTeD AS FI~ID I) CHANGID
RI'~RVATION OONOIRNI~O PUTURI XNTIRIBT . BII RIVIRSI
APPRAUID V~LUI 01' ,RITURN IASID ,ONI REMAINDER RETURN
1, Rill Iltltl llohldull A)
e. stookl lrid Bondi ISohldul. BI
8. Olol.lv HIldstook/PlrtntrlhlP Intlrllt ISohldUl1 CI
~. HortSIS11/Not11 Rloltvlbll.ISohldul1 DI
.. Cllh/Blnk Dlpo.lt./Htlo. Ptr.o".l ProPlrtv ISohldul1 I)
,. Jotn~lv DWnld Proplrtv IIohldul1 F)
'-;. Trlhlhr. Iloh.dul1 G) ,
I. Totll Alllto
APPROVBD DBDUOTIONS AND IXIHPTIONSI
9. FunlrI1Ilwpl""../Ad... COlb/Hho. Expln,," ISohldul1 H) 191 25,032,82
18. Dlbh/Hortgllgl ~tlbtUU../Lhn. Ihhldul1 II' 1101 . DO
11. Tohl D,lduoUonl 1111 2R.q)l~.8,~
lB. NltVllUlofTlwRlturn (18) 9'fB,~58,54
11. Cl\lIrltlblI1/Gov.rl1~lntll 81qullbl Non'lhotld 9111 Trult. 18QhldUl. J) Ill) ',DO
l~. Nit Vllul Qf htltl Bub,llot to TIW Il~) 978,358.54
NOnl I," ,n ....., .mlnt WI" t"..U.d p~.vtau.1Y, 1, tn.. ,1~, 11 In, d/, or 16, 17, 18, Ind 19 w:LU
ren.at .,:Lllurll thlt tnaludethl total of ill rl'llurn. .......d to dlt.. '
ASSISSHINT 01' TAXI' ' , .
18. A~ount of Llnl lq It BPoUlll rltl US) . CD X 06 .
16. A~ount of Linl l~ tlwl"l. .t LtnllllCl... A r.t. q61 ,DO X 06 "
17. A"ount of ~tnl lq It Slblins rltl (7) ,00 X DO "
18. A~ountftf ~tn'lq tlwlbil It CoU.tlr.I/CXI.. B rltl UB) 975,UB.S~ X 15 .
19. PrlnolPll TIM DUI U91"
.
BUREAU OF INDIVIDUAL TAMil'"
INIMlNIIAMCro IAN PlvmOR
I'D 'ON 21DAOI
IIARRII.URO I'A l7ue'OAQ!
OOHHONWIALTH OP PINNSVLVANIA
DIPARTHINT 01' RIVINUI
. " 1I0ncI OF INHIRITANCE TAX
'.PPRAUBHINT, ALLOWANCE OR DIMLLOWANCS
OP DBDUCTIONS AND ABB&BsttSNT OF lAX
')I'
DATI
ISTATI 01'
DATI 0" DIATH
PILI NUHIIR
OOUNTV
AON
i)
suaMAUERV
M I T BANK
215 MARKET ST
HARRIS,~URa
PA 17101
III
lal
is)
(q)
III
(61
1,7)
:00
.00
.00
.00
.00
.00
l,DOO.S91i16
IS)
AHOUNT PAID
TOTA~ TAX O~IDZT
IA~ANOK,OP TAK DUI
INTIRIST AND PIN.
TOTA~ DUI
I IF PAID AFTIR DATB INDICATED, BBB REVIRSE
FOR CALCULATION OF ADDITIONAL INTEREST.
'*
REv.m, EN AFP IOA"OII
aBORal!
5
NOTE I To Inourl propor
orldlt to vour looount,
lub"tt thl uPPlr portion
of"thh for" wlth your
tlM p"y""nt. '
1.000.391.16 ,
.00
. DO,
.00
1~6,SOS.78
1~4, 50S, 76
146jSOS,78
.00
.00
.00
I IF TOTAL ,DUB IS LS8S THAN U, NO PAYHENT IS REqUIRSD. e.'1JJ-'
IF TOTAL PUE IS REFLECTED AS A "CREDn" ICR). YOU HAY .1 D~
A REFUND. SIS REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
HutKVmOH,
P\lRPOla Of
HOTlU I
PAYHaHT,
KaFuNq I ~R II
OIJaOTlONI. '
ADKIH"
UTRATlVe
CORRaCTlONl,
OIBCOUHII
peNAL TV'
IHTIRIIII
~
sr
ht.tu of d.o"l.nU dvlnll an (It' b,fur. DICI..blt all 19n' ...- I f nl1~ 'l,tUtl l"hlr..' .In th. "\l'Itl 'II ttftll.f.tnd
In-pu.....lon ur-.n,av..n\ to'CI..~. (Dolht.rlllllllll"f1(1hu'lu of .\Il1.thUI.dlil;t ,Ulr "" ,,"ptrltlun of any ..hit. fnr"
lIfl nr _'or VI'''', thl Co..onw.a1th hlr.hv IMpr.nh r...rv" tllll rlaht tQ nppral.. nnd Itl.... trun.f.r .nh.tltllia. 'TllClI
It th. .,"fut Cll" . {oull.t'I',11 rlt. un '-"~ 'UGh IUlul", If,t,rut.
Tp fulfill the r.qulr...nt. of 'loUon U40 of th,'lnh,rltllnal .nd ut.,. hM Aat, hI !~ of 2000, (1& P.I.
.o.tion 01~0).
O.tloh- thl tap PClrtlon af Ihh HoUot and tub"it with ~aur pQVllnt If) th. "I"hter of Will' Jjrlnt.~ on thl r'V'''1I1 IId'l
"Hak, ahook .r ..no~ ardor po~.blo la, H~IlIN'I'~"nfWII.I.H.AlII:N'I'.
rlUUtl 'to p.~th' tiM, lnhr..t, .nd Plnlltv du. .ilV rl,ult,l" th,'fUln~'(Jf'. lIan of r'~at'd Inth. '~JprDf'tUlt. oltunh,
br'th. ",ulnae ~f.n Orphani, cuurt olhtltm. ' ,
,. refund of . tele or,dlt, "hleh wu not rlqu..tlll qntnil, tBW R.turn, .1" b, r.quutld bv 41olllpl,Ung 1m
"App1to,Uon for Rlhmd of plnnlvlv.mla Inhlrlt.nOllmd e..tate '"IC" . (IU?Y"Ul!)1 Appl1cIlUanlt II'" !lv,lhb.'
onUn. _t www.c.v.nU..I..~..DII.u..anV.R_ahhrUfWllllar.AIVlnU.1I1.trlotD~..a..orfro.thIPIPltt....t..
14'1htU,It' ."Iwlring ..rV 01 Dr 'arlit' or~.r" 1.aoO-!61.'OBOJ ..rUlo.. for hMpa\i.,.1 wUh IPlol.1 hurln; .nd/ar
'pa.klna "..d" 1"100-441"5020 CTT onb),
An)f P".tt'" In lnt.rnt not " _thUtld with thl .pprah..,nt, l11o""lnOIO,1" dlllUaw" nOI of dllduatlonl ar ........nt of taM
(lnoludlno dhaaunt or tnterelt) ...hown on \hh NoUIlI Ill'~ obJ.ot wlthtn 60 d"y. af thl dat., of r.ell,l~t of thlt noUo.
b~ f1',lnu ono of Iho fallow'nu, , '
A) PrCit..t (I thl PA OePlllrtunt (if Rlv,nll., ao.rd af App.als, VoU ..v obj.ct bV flUn" i'l ~rot..t ontln. Itt
on ar blf!U'1 thl 'MPlr.tlon of thl 11Ktv"dIllV '~p'll plrlotfi In' order fo,.
!i an . luran a 'pro ut. tel . Yllld, VIIll IUlt raoAlv..1I confir..Unn nueba,. and flr-oo....d dati fro. th'
.olrd of APPllh wlb.ltl, VOU .IV litO I..nd . WI" Hln PI'Dt"'l to PA nlp.rt.,nt of "Ivlnul, Baird af ApPle"
P,(h 80M l8lDU; HlllnhbUl'O, PA 1112&-10'1, PIUUcm, ..v no bl fBkld, '
B) 'IUlcUan to hIve the ..tter dltlrllllnld It thl eudl taf th. .t1(1auntof thl p,.,..on.l r,pr,"nhUV',
t) App.1I1 to the Prphl'1I1 (:(iurt, .,
fDotu.lurarl ~hClav.r.d Oil thit ".......nt .hould b. .ddr....d tnwrlHna tOI PAPap.d.lnt af Rlv.nu.,
autlluof Indtvldull.tIMiI,' ATTNI Put A.......nt R.~hw UnH, PIO, ,10)( 210601, lhrrrhhurll, PA'17U4"0601
Phol\l (111) 187"6BOlh ... Pllll S of the bookl.t "In.truoHon" for Inhllrthncl 'Itle R.turn "ar a FI"ldlnt
nl~ldlnt" (REV-UU) for in IMpl.natlon Qt,ldl,lnlttntlv.h' aol"rlotlbll IrrDr.,
If Inv t.)( due II paid H1thlnthrll C!) alland"r ,(,"thi iftll" the dlo.d.ntl. d."th,.. 'flYI p.rQpnt (B~l dhoount of
Iho la" pold 10 alla.ad. " ,
Th. .l&U tlK ..n..t~ nOI'l-p"rUat~ittQn plnlltv hllalllPutld an thllat.. (If the t.w, and Inti,..-.t .......f:t~ Bod not
p.ld'beforl JinulrV a, 1996, the Hr.t dlV .fhr tht .nd of the hie Iln",h Plrlod, lhl~'nan.plrUalp.Uon
plnl1tv't, IPplIlabl, In thi .a.,',.nnlr Ind In thl thl I"". Hille plrlod It yOU would applll thl tIll "nd jntlr~tt
thet hu b..n.......d .' InttlCl1ttd on thh nbUoe!
Intlt..t 11 'ahlrgtd bellMlna with flrlt dIll of dlllnq\lI,"o~, or nlnl (9) lonth. Illd on, (1) dlY frOI thl dab of
de"th, to tht dilt, of ~.v...n~. "'MI' ,..htOh biU".,diUMu"nt ba'orl JanllarJ 1, IVai! b,.r lnbrllt It. the ritl 'If
,1M UX) p.rot"-t plr,annu!!' oaloult1hd It I diUV r_tl of ,00016", AU tlM" whtoh blaa.. dlUnqu.nt on end,_ftlr
JlW'lu,rv 1; nu w111bllr lnt.r..t It a rat., ~hloh \1111 vary frol oallndar VIII" to Qal.ndl... VI.r wlth'thlt rlt.
wntuJunud bv thl PA Dtptl,.t"llnt of Rtlv.nul, Thl I'Ipp\!oltble Int. rut ret.. for 19U through aool .1"11
IMllrl.t Oallv Intlrllt path Inbrad
HIl* ~:d::~. tIK.'199l ~::. ~::~~~l an R;~'
IOU 16" .OOOUI 1~91 OX ,000267 1002 6"
I~n IU .00OSOI lOGS-1m 7X .000191 7001 IX
lOll tSX .00OS16 1991.1911 OX .000167 100a 6X
1916 10" .000176 1990 IX ,000191 100& IK
10&1 '" .000147 1000 ex .000119
OallV
FlotCJr
,'n'mr
,00016'
.ooom
,000110
,OOOtSl
--tnter..t 11 alloul,tld .. followlI
INTIlRaBT . llALANCE OF TAX UNPAID X NUMllER OFoAVS DELINQUENT X DAI LV INTEREST FACTOR
....Any HbUClI hlu.d Ifhr thl taM b.aD..I dtlUnqlulOt HUl tlfl'lIt IIn Int.rillt'C1alaul.Uon to f1ft"n (UJ dlV'
b.vondthl datl,o' th.....ullI.nt' If Plv.tnt II ladl _Jtlt thl tnt'Nilt OOiputlUon dat. thown fin thl
NotlDltlddtth~n.l Inter..tlllu.t bla"loul"tud.
R~v.llooa~ tll~DO)
Uti
II
" ~
I
~
!:nYj,fi- ; ;~~'" "
FU!V-11500
INmr_Jit!iBI~~AN
Pl~. NUM'."
COUNTY COPE
o ~ c
I
OPIICIA~ uauo~~V
21-81'721,
Y~Afl ~UMhEA'
c~n OF alATH (MM.OP.YUAfll
195,07.0(;57
TlUa fllilUIlN MU" PH IILHC IN llUPLlOATP WlTlt TltH
80ctA~ Sfiq~~m.~~n 01' WIL~8 .
1. 011,1..1 A.,u,"
4, ~Imll.d fill' I.
1.- pecldlnt Died T,'I~I'
(AII.oh oopy of Will)
o 8, LIIlg.llon Pfoc:ltd. R,c.lvtd
I. '
4"
7,
3~ R.mlllnd.rRIIU'" tr~
I.' fettl,.1 hl.tll'UI ~.turn Rlqulltd
., ~olll Numb" Cllft'l,a.po'U Po.,-,
o
11.81"119"0 'Ok U""0I1I.., II alA)
'.
, NAMa
SU~ Meuer V.P. & Trust Offio~r.
IIRM NA E (If pp Ic.bl,)
M!lnufaotur~ra lInd Tradars l'ruHt Com an
TR~EPHONa NU BRR
213 Markot Stroot
Harrisburg, PA 17101
1. RI.I Esta" (Sohldull A) ,
~. Stooke and Bondo (Soh.dull B)
3. Clouly Hlld COlporallon, PartnlltBhlp or
Sola-Proprlllorohlp
4. Morlgag.. & Noteo Rloalvable (Soheduls D)
8, Ceoh, Bank D.p.ol:. &,MlooellahOou, Peroonal Proporty
(Schodule E) ,
e. Joln\ly Ownod Property (Schedull FI
o Sep"e" Billing Requeotod '
7. Inter-Vivos nanof.rs & Mloo.llahOouo Non.probate Pr.potty (7)
(Sohadul, Q or ~)
e, Tol,1 Qro.. Anetlltotal Linn 1.71
8. Funoral E,~plh'.. & Administrative CO,ls (Sohedulo HI (8)
10, Osbto of Docedent, Mortgoge Llablll\leo, & Liens (Soho~ule f) (10)
11. Tolel Qtduallono (Iotol LIMS 8 & ,101
11. Net Velue olletltl (Llno B n,lhU' Llno 1 II
13, Challtable and Qovetntnehlol Boque'ls/Soo 9113 Trusls for Whloh an II0olloh 10 I.. ha, hOI bOlh
made (Sohodul. J)
14; Nel Value Sub ect 10 T,. (Llno 12 mllM Llna 13)
81. INSTRUCTIONS ON RIVSR8lIBIOI POR APPLICA8LS RATlB
(1)
(e)
(3)
N~2!
None
Nona
(4)_
(&)
None
None
(e)
Nona
1,000,391.16
25,032.82
fu!D.!?
1&. AmoUht of Llno 14,Iaxable at Ihl spou,.II..
,atl. 0' lranole,. undo, 500,91 16(.X1.2) , 0.00
". Amount of LlhO 14 ,...bll alline.1 'oil 0 . 00
,17. Amount 01 Llnl 14 t..ablo at ,Ibling 'ale 0.00
18. Amount of Llhe '4Ia.ablo at coU.t.,.1 ,ato-.21.5 ,358.31,
1.. Tex Du.
aD.
OFFIOIAL U880N~Y
(8)_
l,OOO,39lJ&.,
(11)
(12)
(13!
(14)
25.032,ft
975,358, II
975 ,3IHI. 34
x ,0 6 (11) -0.00
x ,0..9_ (,e) 0.00
x ,12 (17) 0.00
x ,16 (11) tf~: ~g~: n
(11)
OopyrlOhl (0)1000 'Clm ,ollwa.. onll Th, ~lCk", Qloup, lhe,
Fo"n A.V-llOO IX (R", '.00)
D.o.d.nt'l Oom I.,. Addr...,
510 lndillnll Avenuo
CITY
LomOYI1B
STATE
PA
~IP
170/13
TIX Plymentl lIndOr.dllll
l. Tas O~. (pag. 1 Line IS)
I. Cr.dltl/Paymlnt.
II, 9~ouul Pov.rty Credit
8, p,lor Paymen:.
O"PI.count
(1)
1116 ,303.75
0,00
Tolal Cr.dll. (,A' B . C) (I)
.!hQQ..
3, Int.re.t/Penally If .ppllcabl.
D, Intll..t
I, P.nnlty
---r;;jallnt.r..lIP.nally I 0 + E) (3)
4, "Lln. 21. gr.at.r than Lln,' 1 . Line 3, .nW th. dlff."nc., Thl. I.tha OVIRMYMINT.
Ch.ek box on Page 1 Line 20 tor.qu..t . r.fund (4) 0 . 00
e, "Line 1 . Lln. 31. gr.ater than Lln. 2, ont.r th. dlffar.nc., ThIS I. tho TAX DUe, (e) 146 ,303,75
A. Bnt.r tha In:.ra.t on the t~s du., (eA) 0.00
8. Ent.r,lha tolal of Lln. 5. 6A, Thl.l. the lIALANCB DUB, (e8) 146,303,75
" '" Make Oheok Pay.bletot RI!QI$TBR OP WIL.I.S AGENT, .
1[li[ii:I!I!liliii'I~I~I~!II~ll!~~i!i~~li~~III~!8!Et~!11~~lli~~~I~~~~I~i~'II~~lli~t!~iil~I~II~~lil!!I~!1111111~ii~~I~iil~~~i~i~~I~lil~~I!!~~~~I~~III!lii!iliil
" Old deced.nl MlIk. a IIanaler and: V.. No
., r.laln tho u,.., Inoom. ollh. prop.rlY I";nsl.,,'ol ' , , , , , , " , , , , , , . , , , , , , , , . ~ ~
b. ",.In Iherlghllo d~slgnal. Who shall US.lh',P'O~IIIY Imn"''''d,O' 1I.lncom." , X,'
o. relaln a revDl.lonary Inler,sl: 0', , , ',' , , , , ' , , , , , , ,. '.'"",.,'.",
d, ,.c.lva Ih. proml.. for /If. of .lIher p.ym.nts, b.n.lII. 0' car.? i" , , , . , , . ' ,
e. If daalh ocoullao .fI.r O.c.mb.r,l2, 1 S82, did dec.d.nl transf.r prop.rty within on. y.1I 01 d.ath
wllhout rec.lvlng adequate conildaratlon? , , , , , , , , , , . , , , , . , , , , ,. .
3. Old d.c.d.nl own .n 'In truBl for" ot pay.bl. upon d.ath bank accounl or securlly al his
or h.r daath7 ' , . , .', ' , , , . " . . , , , , , , , , , , . , . . ' , , , '
4. Old doc.o.nt own .n Indlvldu.1 R.tlrem.nl Accounl, annuity, 0' olher non-probal. prop.,ty
which cont.ln. a ben.flclary d.algnatlon? , ' , " ' , , . , , ' , , , , , . , , , , . ' , . ,
II' THE ANSWE!R TO ANY OP THE! ABOVE! QU/!STIONS IS YES,
'YOU MUST OOMPLeTe SOHEDULR Q AND I'lL!! IT AS PART 01' THE! RBTURN,
!Jnd., pin.lll" of perJ'Yty, I dllcl.r,lhdl haw. 'M.mlned thlt filum. I"clud'~n .et~rnp.n)'lng .chldul.. 'nd .Wtmll'\ll, and 10 thl b'lItot my I:nowlildgt and ben,ff 1111 HUI;
,- cor'lIel .nd Clompl.tt, D.elit.tlon of prep.", oth't I hi" Ihl pnrlonll ftptolllhlallVll1 blOed on IlIlntofm~lton of whiCh prep.'" hu any knowl.dg..
B"laNATuAB,PBABON ABBPONSIP,\P FOA,F, tLINa ABTUAN Ma,n, ufacturora "and Tradera Trust Company
XI 1M!. rn ~ ," .~~,~. .~~~~.~t:. ~.t:'i!'!!.IL.... --. --..... -.............
''7' " Harrlaburg, PA 17101 '
810NATUABOF PAePARBMTHBATHAN R~PRBSBNTATlVB Manufaoturors and Tt:adors Trust Company
213 Markot Stroot '
.. .. .. ~ ~ - . ~ . .. ;. .. .. .. .. .. .. ~ .. .. .. .. .. .. .. .. .. .... .. .. .. .. .. .. .. .. .. .. . .. .. .. .. .. .. .. .. .. .. .-j ..
Harrisbur PA 17101 "
iili!ldiiiii:l,hI1ii!!!iililllijlli!lili!!llil!lilillllilllllillliIhll/i
of tr.nsf." to or lor Ih. uae ollh.
0.00
D
o
o
[]J
[]J
[]J
PAn
t'//~~
OATS
,"""""'I'!'" "I' 11"11'11" """1'1"'1"11'
IHi!l!!iH!i!:.,!'j;ii,l:! Ifll! .hIlHi, ill, hi; .iiihi ih!ilj;!dUn,!: ,I
Fo! d.11I of dealh on or .ftet July " 1994.nd b.fore J.nu.ry 1,
aurvlvlng apoua. ia 3% 172P.9, 9116 (a) (1, 1) WI
For d.l.. 01 daath (m or .fter J.M\lary 1, 1896. Ih.ta~ rat.lmpoled on Ih. n.t valu. of 1,.nM.rslo or lor,th. ua. of the aurvlvlng apouae II 0%
172 P.8, 9118 (.) (1, 1) (Ill!, Th.lIelul...l!a\!ll!Lmmlll.. tranafer 10. surViving spous.'rom las. and Ih. st.tutory ,.qulr.,.".nt. for .dl.cloau.re of a880la
and ftllng a t.s r.lurn ~,e stlll.ppllcabl. .ven IIlh. surviving apoulO ia Ih. only ban.flclary, ' '
Fot delll of de.lh onor sft.r July 1, 2000, " ' , , , , '
The les r.'.lmpo..d on Ihe nel valUe of tra~afera from. dec....d child tw.nty-one y.a" 01 ag. or younger.t de.th 10 or for Ih. ua. 01.. n.tur.1
p.t.nt, en .dnptlv. p.rent, or a al'pp.t'nt 01 th. child Is 0% 172 P,S, 9116 (a) (1.2)1 ,
, ,
The I.. r.le lnipolad on tho n.1 valu. 01 tr.nsl.la to or lor Ih. UkD of Ih. deced.nl's IIneel b.neflcl.tl.a Is 4,6%, escept a. not.d In 72 P,S, 9116(1.2)
172 P,S, 9116(.Xl)) "
Th.t.s tate Impoaed on Ih. n.t valu. 01 Iranaf.,. 10 or for tho ua. of Ih. d.c.d.nt'. siblings 1.12% 172 P,S. 91 16(.X1.3)j. A Ilbllngl' d.fln.d, Und.r
S.ctlon 9102. .a.n Indivldu.1 who hilI .lle..t on. par.nl In comthOn wllh the d.c.d.nl, whalher by blood ot .doptlon,
copy,t.ht (,) 1000 fo.m .oll..". o~ty Th. L.ck.", Qtoup.IOC, ' For", RBV-1100 IX (ROY, e.OOI
01/04109
$2,oob West $hore 80nior lIigh
8ch091 AuthorIty 8cl1<>01
Hevanue Banda ~. 6l\~, ,tun 111191
Net Proceeds
, Fid, I\oq, Value
2,OO(j,00'
1,311,00
02/06/09
$,1,000 Worm1eY,sburq MllnicJ,pal.
/luthorIty Sower HeV"n\lo Bonc:ls
8e~ies 1964 3,151 dUB 2/1/94
Net Procoods
,'.J.d. Ac'1. Valuo
1,000.00
341.47
07117/89
$15,000 l\1.l.on IPM JuniorlHgh
8chool lluthotity' School
RovenuB ,\londs fleries of 1962
3,7% due 1115/89
Net prooaeda
FJ.d, /10'1. Value
15,000.00
9, 492,4,5
00/01/89
$10,000 Welt Shore IP/I) 80hool
DJ.strict TaKF'ree Genoral
Obligation '\londs 5,21 due
0/1/09
Net. prooeeds
,'J.d. /leg, Value
10,000,00
,7,226.20
02/07/90
$2,000 West Shore Sonior ~igh
School Authority soho'ol
Revenue Bonds 3.651 due 1/1/91
05102190
Net prooeods 2,000.00
,'id. /10'1, Value 1,3U.OO
66 units MUnIcipal B~nd Fund
Net Prooef)ds 706.37
FiCl. /10'1' Va1.ue 704. '12
140 un.lts ,Municipal Bond Fund
Net Procoeds 1,505.22
rid. Aog. Val.ue 1,494,86
11'1 unIto Municl.pa l. Bond ,'und
Net Proceods 1,210,74
,'.\.d, M'1. Val.ue 1,185',21
10/02/90
12104190
7
609..00
650,53
5,50~1-.~r),
2,773,00
689,00
1. 65
10,36
25,53
()lnAIJ11t 1'AXgg
-.............,.-...---
08/l0/B3
George S, BpanglerEBtate -
Additional Feueral !,st:nte "!'l\X
2,1 B
06/30/05
Cumbl~land County' Rogiator of
Wills, Agent - I'A Inhl;r 1 tance
'raX Paymont: on remainder intere"~
146,303.7!;
, ...-........-..-,--,......--
1'0'1'1\11 IJEA1'H 'l'AXli;S. I . 1 I . .. . . I I I I . I I 1 , . I j I . I j
m:N~Ml. ,01 Sl\UI\Sh~MEN1'S
___~_ft_____~.____.....___
06/30/05
Cumborlnnd county l\ogister of
Wills - Filing Fee to F,Ue 1"1\
Jnhoritance Tax l\eturn
15,00
,07/25/05
CUmborland County l\egister of
WJ.lls ~ I\dd.lt:i6nal. Probate
I~ee
548.00
...~ .;.'.;....--;,..--_......
1'01'A1. GE:NEIUlI. DISBURSEMEN'I'S." ,. , , , . , , " , , , , . . , , . . , .
FEES I\ND COM~IISSIONS
,,----~~_...-------...---~
04/05/99 Ol<uph.in Depos .it Bank, and 454.66
"tust Company - Trustee's H'ee
05/05/99 Illuphiri Deposit lJank and 429,4"/
Trust' Company - Trustee I s Fee
.06/07/99 Dauphin Depos.it Bank and 39'7.59
'frust Company - Trustee's ,'eo
07/06/99 Allfirst Truet Company of PA, 387.75
NA .. Trustee' Fee
06/05/99 Al.l.first Trust Company of PA, 353,60
Nl\ " 'TruS,tee Fee
09/07/99 Allfirst Trust Company of PA, 370.92
N1\ .. Trustoe Fee
10/05/99 Allfirst 'l'rust Company of I'A, 358.04
N1\ .. 'frustee ree
Ll/OS/99 Al.1first "rust: Company oC PI\, 360.57
NA .. Trustee Fee.
12/06/99 Allfirst Trust Company of PA, 366.70
NA .. Trustee re"
"
12
146, 30~;j ~3
563.00
"
01/05/00 All Urat "r,Ust Company or I'A, 32{.,09
Nil r 'l'rustao'~'ee
02/07/00 IIllth'st Trunt Company or 1'1\, 278.76'
NA - 'l'rustoo Foe
03/06/,00 1\1Hirst ,"runl: Company or 1'1\, 259,04
NI\ - 1'rustos, [1'''0
04105/00 I\llUrs\; "ruol: Company or 1'1\, 313.82
NI\ ... 'l'r.uatee H'ee
05/05/00 1\1lUret 'rruet Company of 1'1\, 303,11
NA' ,- 'frllstee [1'ee
06/05/00 1I1Hirst 'l'rust Compsny of 1'11, 305,33
NI\ - 'frustes [1'ea
07/05/00 1111 Hrst 'frust Company of 1'1\, 276.06
Nil - 'fr\Jsteo ~'ee
08/07/00 M1fJ.rst Trust Company of PA, 273.98
NI\ ,. Trustee Flee
09/05/00 AllHrst "rust Company of 1'1\, 269.66
NA - 'l'ruatee Fee
10/05/00 i\llfirst TrUst Company of 1'1\, 308.63
NA r Trustee [1'ee
11/06/00 Allfirst trust Company or PA, 308.66
NA - Trustee Fee
12/05/00 Allfirst "rust Company of PA, 331,30
NA - 'fr'ustee [1'ee
01/05/01 Allf.irst T,r\lst Company 'If. PA, 363,56
NA - TrUstee Fee
02/05/01 Allfirat Trust Co",pany or PA, 340.54
NA - Trustoe Fee
03/05/01 Allfirst Trust Company of PA, 325,10
NA - T'rustee ~"ee
04/05/01 All. fi tst Trust Company of PA, 305.04
NA - 1'rustse Fee
0tl/07/01 Jillfir$t Trust ,Company of PA, 339.87"
NA - 'frustes [1'ee
06/05/01 AllUrst Trust Company of PA, 332.03
NA - 'hustee Fee
07/05/01 Al1Urst 1'r\lst Company of PA, 333.63
NA - Tt\lsteo ~"ee
13
00/06/01 M,lHrat: 'I'rtta t' CO!ilpany or I'll, 32'/.02
NIl - 'J'):'U31.;-00 U'H(J
09/Ub/Ol I111fl t:llt: 'Prust: C.,mpt\t'tY of I'll, 3:l2,20
NIl - 'PI'Ust"o ~-'Of)
10/05/01 lI11fJrst: 'n'uut cQllllhillY of' PII, 209,1J9
NIl - 'rrual:oo ~'oe
11/05/01 I1llf1rat 'PruHt Compnny of: I'll, 294.55
Nil - 'l'ruatee b"eQ
1'2/05/01 IIllf,lrst: ,'I'ruat company of' I'll, 314, '/5
NIl - 1'1'\1sl:ee Wae
01/0'//02 lI11firs\: 'l'r.'uat Company of PA, 33'/,66
NA .:.' 'l'l:Uateo ~"eft
02/05/02 AlHIrat 'PrustColnpany of I'll, 346.24
NII- rrruatoa tree
03/05/02 1111 drat Trust CompanY of I'll, 334,69
Nil - 1'rustoe Fee
04/05/02 AtHirst 'l'ruat Company 6f PA, 352. 1 ~\
NIl - "rustea Faa
05/06/02 I111ffrst:TruEit Company, of PA, 377.36
NIl - True tee Fee
06/05/02 Allffrat "rust ComparlY of. PA, 308,62
NIl - 'l'ruB toe Fee
0"1/05/02 AIH.lrat 1'rust Company of PA, 350,40
NA - Trustee l"<3a
08/05/02 I11Hirst 'Prust Company of PA, 353.92
NIl - Trustee b'OB'
09/05/02 'Allfirst Trust Company of PA, 353.55
NA - 'I'r.usteo b'ea
10/0'//02 Al.Hir.st'l'1'ust: Uompany of I'll, 346.56
NIl - Tr.ust"le Fe"l
, 11/05/02 399.49
AlHirst: 1'rUst Company of PII,
NIl - 'l'rustea' -Fea
12/05/02 AIUil:st: 'Prust Company of I'll, 300.59
NIl - Trustee Foe
01/06/03 , Allfl.rut 1'rus t CompanY of I'A, 300,0'/
NIl - Trustee Fee'
02105/03 Jlllfirst 'J'rust COll1pilnY of. PA, 379.7,4
NA . 'I'rustl'lo Fee
14
03/05/03 AtHirst: 1'I:usl q<;)fnpany of PA, 369.01
Nfl '" rl1ruatoe li"'ee
04/07/03 All first: 'l'rust C()I~pany of PA, 3Q!;.18
Nfl ~ 'Pr.ustea 1"'00
Oli/05/03 , AllUrst trruat Company of PA, , 1122,59
Nfl ~ Truste" Faa
06/05/03 ' Allfirst :l'rUst Company of PA, 426,8'1
NA -, 't'r\lstae ~'El"
07/09/03 Allflrst Trust Company of PA, 389.2'1
N/\ ~ 'fruBtee b"ae
08/06/03 Manufacturers and ,Trade,rs 382.66
'l'rust Cotnpany ~ 1'rusteo Fea
09/08/03 Manufacturers and Tradal'S 386,18
'l'ruet Company ~ 1'rustee tree
10/06/03 Manufacturors and 1'raders 398.3.1
'llrust Company - 'J!rustee Foe
11/06/03 ManUfacturers and 1'radors 389.79
Trust Company - 'rrustea H'ee
12/08/03 Manufacturers al)d Traders 399.59
1'rust Company - 1'rustoe Irao
01/06/04 14anufacturers and 'l'raders 428.53
;Irruat Company - "'rustoe roo
02/06/04 Manufacturers and Traders <137.52
Trust Company - Trustee E'ee
03/08/04 Manufactul;ers and Tradors 410.13
Trust Company, - Trusteo ~"ee
04/06/04 Manufaotur\jrs and 'l'raders 408.60
'hust Company - '1\rustee FOle
05/06/04 Manufaoturers and 1'radors 405.44
'l'rust Company - Trustee Fee
06/07/04 Manufaoturers and Traders n3.72
Trust Company - Trusteo ~'ee
07,(06/04 Manufacturers and 1'raders 413,55
'I'rust C6mpal1Y - Trustee res
00/06/04 Manufaotul'srs ,ilnd Traders 412.92
Trust Company Trustoe Fee
0,9/07/04 Manufacturers and 'l'l:aders 424.53
Trust Company ,~ Trustee ree
15
06/10/06
10/29/03
04/24/ ~O
" 09/28/98
03/31/~9
04/11/06
" 04/11/06
09/29/113
03/26/114
09/26/84
03/26/85
06/14/85
0~/30/85
G(i]N(i]I\AI, DlflI3UHSmMIr.N'I'fl
1906 Personal ~ro~erty Tax
13,2l1
Allied Ilioh Bka PIc Spons
ADR - Tax Cortification Fee
64,lIO
rIDUCIARY 'l'AX
Allied I r iRli Bka PIc Spons
ADR - Tax withheld on "qreign
Investment
'/13,60
Allied Irish Bka Plc~pons
IIDR - 'rax w:! thheld cn Foreign
Investment
550,80
Allied Irish Bka, PIc Spona
ADR . Tax withheld on roreign
InV<lstment
950,,96
Internal Revenue Service .
2005 Fiduciary Inoome Tax -
Balanoe due
3, 192,00
PA Depar.tment of R~venue -
2005 Fiduoiary Inqome Tax.
Bsl;ance dUe
1,025,00
F(i](i]S AND COMMISSIONS
~~-------~----~--~--
Dauphin Deposit 13ank and
'l'r.ust' Company - '11rustea I 8 Fee
D/il.phin Depos.it Bank and
Trust company - Trustee I s Fee
Da\lphinDeposit Bank and
Trust Company . Trustee's Fee
Dauphin Depcs it Bank <lnd
Trust CompanY - 'frustes I s ~'ae
Daephi,n Depcsi t !lank and
Trust Company - 1904 Ta){
Preparation H'ee
Dauphin' Deposit Bank and
TrUSt Company - Trustee I 8 Fae
315,30
419,06
419,77
443,91
05,00
420,16
42
70,00
6,440,44
, '
09/?,6/91 IJaupt)tn Dapcait: nMk, .and 066,02,
'!'tUB t Ccmpsny - 'l'l'uatea's ~~eo
03/26/92 ,DauphII) Depoa.tt Bank and 07'1, J 0
'I'rust CCllipan'y ~ '!'rus\:oCj's Faa
07/27/92 DauphIn OllPOS it Bank and 125,00
?'rust Company - 19n 'fax
Preparation Fee
09/25/92 DUuphin Ptjpos.tt Bank and 939,97
1'rus t Ccmpany - Trustee's v"ea
0'1/26/93' Oa uph.i n Depcs it BalIk and 1,030,49
'trust ,Company - 'rr~lstea,1 a FeEl
05/125/93 Dauphin Depcsit Bank and 125,00
Trust Ccmpany - 1992 Tax
Preparation Fee
09/20/93 Dauphin Depos it Ban~ and 993, .12
'trust Ccmpany - Trustae" s F'oo
03/26/94 D<\uphin Depos it Bank and 1,140,42
'l'rust Company- 'l'rustee's U'ee
09/27/94 'Dauphin Depos it Bank and 1,216.69
Trust Company - 'l'rustee's Fee
'03/20/95 Dauphin Deposit Bank and 1,174,65
, 'l'rl1st Company - 'l'rustee's Fea
09/26/95 Da uph i h Depos it Bank Ilnd 1,210.,63 '
'l'rust Company - Tt;ustee's Fea
03/26/9.6 Dauphin Depcsit Bank ahd 1,26,4,00
Trust ,Compal)'y - 'l'rustee's Fee
04/26/96 Dauphin Deposit, Bank and 213,93
Trust Company - 'l'rustee' a Fae
OS/211/96 Dauphin Depos~t Ban'k and 210,53
Trust Company - Trust'ee's Fee
06/26/96 Dauphin DeposJ,t Bank and 212,50
Trust Company - 1'rustee IS ~"ee.
07/26/96 'Dauphin, Dopocit Bank and 215,92
Trust Compuny - Trustee's Fee
08/27/96 Dauphin Deposit Bank and 219.00
Trust Company - T,rustee'S Faa
09/26/96 Dauphin Deposit Ban~ and 2201,67
Trust Company - Trustee's Fee
44
; -" ~
"
1,0/20/96 Dauphin Ilapqsit 13sn~ and 233,53
'I'rust Coml'llny - 'l'rust<!HI' a IPea
1l1,?6/90 Dsul'hin Dspos it Bank and 241,1'/
1'rust, Clllllpany - 'rl'Ustee I a H'ae
1?121/06 !)suphih DQPoai t: Bllnk and 23~,44
'l'rust Company '. 1'r.,ustea 'Il' Fea
01/20/97 Dauphin Dapcsit Bank and 244,30
:l'rllst Company -' "rUstee' S V;eo
02/26/F Dlluphin Dt;Jposit ,'3ank and 300,31
1'r\lst Company - 1'rustee's tree
03/26/97 \)auphin Dapos it llllnk and 293,72
'I'ruat Company . Trustee I s "ree
04.128/07 D/j\Jphin Dapos i t Bank and 297,20
Trust Company - 'l'rustee's FeCI
OS/27/9'/ Dauphin Depcsit 13an~ and 304,42,
Trust C<;>n\Pllny - 'l'rustee's ree
06/26/07 Dauphin Depps it Bank and 3l3,21
'l'rust Ccmpany - Trustee's Fee
07/20/97 DauPhin Depoa i t 13ank ahd ,355,66
, Trust Company - 'l'ruatee's Fee
08/26/97 Dauphin 'Deposi t Ilank and !, 340,10
Trust 'Company - 'l'rustee's ree
09/26/97 tlauPh.i.n Depos i t aank and 339,31
Tr.ust CompanY - 'J'rUstee I B rea
10/211/97 Dauphin Daposit aank and 3S'a, 47
'l'rust Company - 1'ruBtae I s Fee
11/25/97 Dauphin Depos i t Bank and 350,82
Trust Company - Tr.\lstee's Fee
12129/97 Dauphin l)l1posit Bank ancl 306,;)6
'l'l"llst COmpany ~ TnlStee's b"1ee
,
12/31/97 Dauphin Dl1Posit Bank and 77,8.5,
Trust ,Company ~ Tr.\lstee'a Fee
02105/90 DaUPhIn tll1posit Bank and 447,60
1'rust Company - 1'l:'ust'ae." s rea
03/b5/98 Dauphin Deposit Bank and 400,'24
Trust Company - 'l'rL1~LefJla Fee
04/06/98 Dauphin 1;(']1'0.', Lt Bank and 491,07
True, C, '1Ilpi1ny - Tru'Jtee's Fee
45
"
05/05/90 Dal.phin D"poslt Bank I\nr.l 50 , !J1
'l'rust' Ccmpany - rl'ruslaQ I B I~uo
" 06/05/90 DauphIn DlolpDSit ll(lnkand 507,01
Trust: Company - 'l'r.llstl,1e '"fl ~"p.o
07/06/90 Da\lphin Deposit Ilank and 55",00
Trust Cplnpony - 'fruBtaa,' a ~;ee
08/05/90 Dauphin DapoaIt \lank and 560,70
'l't:uat company - 'llruntee I B ~"fjO
09/00/90 Dauphin Dapos it \lank and 469,52
"ruet Company - 'fruateo' B Fee
10/05/90 Dauphin Deposit Bank and 526,09
'frust Company .... Tt'uatee's Fee
11/05/98 . Dauphin Dapoe it \l"lik arid 552,04
Tr.ust company - Trustee's Fee
12/07/98 Dauphin Deposit Bank and 5'13,56
Trust company - 'rru!Jteo I 8 ~'ee
01/05/99 Dauphin Depqa it !lank and 686,02
Trust Company - 'l'rustee I B Fee
02/05/99 Dauphin'Depoait Bank and 706,70
'frust Company - 'frustee's Fae
I'
03/05/99 DauphIn Depos i t Bank and 630,99
"rust Company- 'l'ruBtee 1'5' Fae
04/05/99 DauphIn (Jeposl t Bank and 2.4 4.01
Trust Ccmpany - 'fr\lst:ea's ~"ea
,05/0"/~9 Dauphin Depqs it Bank and 231,26
Trust cOmpany - 'l1r,ustae I B 1"eo
06/07/99 D13 uphln Depos i t Bank and 214,00.'
Trust Compahy - 'l'rustee I 8 rea
07106/99 AUfirst Trust Ccrnpany of: l'A, 200,79
1-11\ - Trustee L;'eo
08/05/99 Allfilfst 'l'rust Company of PI\, 190.50
NA - rrruatee ~"eo
09/07/99 Allflr.st " rus t Company of FA, 199,72
NA - Trustee v"ea
10/05/99 All fir,st 'rt.'u.st Ccmpany of, PA, 192,79
NI\ - Trustee 1<"88
11/05/99 1\11 Erst Trust Ccmpany of PA, 1,94,15
NI\ - Trusteo Fee
46
,
I' " Ie
07105/01 AUf.b:'at 'I'ruat Qcmpany of \'Ai 17 9, 65
Nil ., ,1'r.uatee Fell
00/06/01 Allr.Jrst 'I'rust Company cf l'A, 176,09
NA - Trustee V'ea
09/05/01 AIlfirat'Trust Company of Pili 178,07
NA ~ 'I't:ustee 'Fee
10/05/01 AIlfirat Trust Ccmpany of I'll, 156,10
NA - 'l'ruatee Fee
11/05/01 Allfir.st Trust Company of !?A, lUO,60
Nil - Trustee ~"ee
12/05/01 IIIlfir.st Tr4s,t COltlpanY of PA, 169,40
NA - Trustee Fae
01/07/02 ,IIIlfirst 'frl,lst Company of I'll, 181,02
NA - 'fru8tea Fea
02/05/02 IIIlfir.at Tnlst Company of I'll, 106,44
NA . Tt:ustee ~'ae
'03/05/02 IIllfirat 'l'rust Qcmpl.lny of PA, 180',22
Nil - 'fruste", Fee
04/05/02 IIllfirs,t Trust GompanY of PII, U9,ti2
Nil - Trustee Fea
05/06/02 IIllfirst Ttus t Company of PA, 203,20
NA - 'l'ru8tea Fae
"
06/05/02 IUlfirst Trust Company of PA, 209,25
NA - Trustee" Ftle
'07/05/02 Allfir.st 'l'rust Company of l'1I, 193,03
NA - TruStee ,Fee
08/05/02 IIllf.irst Trust Company of PA, 190,57
NA - Trustee Fee
, ,
09/05/02 Allfirst Trust CompMy of Pili 1'90.37
Nil "~ Trustee Faa
10/07/02 IIllfirst'l'r.ust Complltty of PA, 106,61
NA~ TrUstee Fea
11/05/02 'AUfirat 'l'rust Gompany of l'A, 215, J..1
" NA -' ''l'nlstea' Faa
12/05/02 'lIllfirst Trust Company of I'A, 204,94
NA - Tr.ustee Fae
,
01/06/03 Allfirst 'rrust Company of I'A, 200,96
Nil - Trustee 'irae
48
02105/03 A1l.fil's~ 'I'rust Company of FII, 204,40
NA ., 'l'rl)lltee F'ee
03/05/03 AllfJ.rst 'l'rust Company of ,I?A, 190,69
Nil - 1'rustoe Fee
04/.07/04 A11first 'l'r.ust Company of l'A, 207,41
NA - 11'rusteo Fe$
05/05/03 Allfirst Trust, Cmnpilny cr PA, 227,55
NA . 'Trustee Fee
.,' . 06/05/0,1 IIllfirst Tru~t Company cf PII, 229,0'6
NA - 'rrustee ~"ee
07/,99/03 Allfirst Tr4St Company Of PA, 209,61
Nil - Trustee [i'ea
00/,06/03 Mllnufacturers and 'traders 206,05
1'rust Company - Trustee v"ee
09/00(03 Manufacturars and 'l'radei;s 207,94
'l'rust Cc,>mpany .. 1'rUstee ,Fee
10/06/03 Manutao~urers and Traders 214, 40
T.ust Company - 'l'rus~ee Fee
11/06/03 Manufacturer.s and 'traders ,209 ;00
Trust Company - T.rustee Fee
12/08/03 Manufactur.ers and 1'radara 215,16
. True t ,Cc,>mpatll' -Trustee v"ae
01/06/04 Manufacturers and 'traders 230 ..74
Trust 'Company .. Trustee Fae
02/06/04 Manufaoturers and Trader.s 235,5,9
'l'rUBt Company - 1'ruStee Fae
03/08/04 Manufacturers and 1'raders 220,84
Trust Company - 1'rustee Fee
04/06/04 Manufacturers and Trader.s 220,01
'J1rustCompany - 1'r.ustae l"ea
05/06/04 ManUfacturers and Tr.ader.s 218,31
Trust Company - Trustee Fee
,
06/07/04 Manuracturer.s and ,'rraders 222,77
TrUst Company ~ Trustee Fee
07/06/04 ',Manufiaoturers and Traqers 222,60
'l'r.ust Company .. ,Tl:UStee Fee
08/06/04 Manufacturers al)d Traders 222,34
Tr.ust Company - 'l'rustee Fee
49
"
09/07/04 Manu~acluror~ ,1n':1. 'I'rudor~ 220,60
rrruat Cq/1\pany - 1'r\lstee Foo
10/06/04 Manufaoturer.a ancl 'I'rllders 240,44
'l'ruat Company - '1'r.U3t:eo Fee
11/00/04 Manuflloturers and 1'raclers 249,43'
'}lruat c::cmpa n y . fl'tl1S tee E'oe
t2/06/04' ~Ianufaol:urer~ and 1'r!\dera 273,82
Trust C::ompany ..,'J'ruatee FIle
01/06/05 Ma,nufacturers Ilnd' 'l'radllra 274,10
Trust Company - Trustee, Fae
,
02/07/05 Manufaoturers and 1'rader.s 271,83
'l'r.ust Company - 'l'r.u~too li~Ge
03/07/05 Manufaoturers and irraders 20~,24
1'rustCompany - 'I'rust8fl Irea
04/06/0fj Manufacturers and 'l'raders 203,13
'l'r,uat Company . Trustee li\H3 "
05/06/05 Manufaot:urer~ and'J1raders 291 , 00
l' rus t Comp'Iny - 'l'rustoe tree
06/06/05 Manu~ilci:utors and 1'raders 203,25
'l'r,ust company - 1'r'usteo ~'aa
0'1/06/05 Manufaotur.ers 'and Traders 264,02
'l'rust Company - 'l'rust,ee Fee
00/00/05 ,Manufaotltrara and 'fraders 2'70,20
1'rust: Company -'l'rustee r~e
09/06/05 Manufacturers und 1'raders :2(3,45
Trust Ccmpany - 1'rustae Fee
10/06/05 Mam\faoturers and, 'l'radors 260.03
'l'ru8 t CCl1}pany . 'I'rUsteo Fee
"
11/07/05 Manufacturers and 'l'radars 259,02
'trus t Company - 1'rustee Fee
12/06/05 Manufaoturers and .Traders 2/3,02
Trust Company - Trustee Fee
01/06/06 Manufaoturers and Traders 2'7'7,50
Trust Company - Trustee Feo
0,2/06/06 Manufaoturers and Trader.a 276,66
'l'rust CompanY - Trustee Fee
03/06/06 Man'ufacturers and TraderS 202,19
" Trust pompany - 'l'rustee ~"ee
50
IlIS'I'I\II3U'I'IONfl mo. 1 NCOMh: '1'0 IJICNI"~"ICIAIUI"B
.................--..---~..........-r:-m_._.~.-.~_-.~P.~--~-..--.,...---~.............--r-~-
Josephi ne, ,", Spangler
~_~M_____~____~_~____
03/2?/03 !)istribuUon 10,660,66
,."
10/03/03 Uistribution 5,200,40
04/02/04 l)iatdbution 4,396,04
10/01/04 Distdbution ~,501.21
04/01/~5 Diatrlbuticn 4,0'92,22
'09/30/85 Distrlbutiob 4,524,5'7
03/31/06 1J1.stdbutlon 4,565,04
09/30/06 Distribution 6,3'71,53
03/31/07 Distribution 4,093,66
09/30/07 [Hstributj,\>n 4,269,20
03/31/0~ Distribution 4,354,19
09/30/00 Distrlbut.ion 4,318,64
03/31/09 Distribution 4,510,65
09/29/09 Di.stributicn 4,794,10
10/03/09 1.00 shdr.es Dauphin Depos it 1,422,00
Corporaticn
03/30/90 Ilistr.ibut.i.on 5,127,97
09n8/90 DJstributicn 346,43
10/01./90 Oistribul;ion 4,500,00
03/29/91 Oistr.ibution 4,090,70
09/30/01 OistrJb\)tion 4,732,17
63/31/9,2 Distribution 4.,059,01
09/30/92 D1.stribution 4,546,42
03/31/93 DJstrlb,uticn 4,517;06
09/30/93 Dlstrlbut;lon 4r437,74
03/31/94 Distribution 4,15[,5,31
52
09/30/94 Ilistdbutiol1
03/31/95 DIsti:ibl\t1()11
091?9/~5 Distribution
03/29/96 DiStr ibut10n
09/30/96 Distl:,j.buticn
03/31/97 Distr.1but:ion
09/30/97 DistrIbution
03/31/96 D.lstributicn
0(1/30/90 Distr.1bution
09/30/90 Distribution
j.
Mal1ufs(Jttir~rs and Traders Trust
Company, Truste.e under Agreement' by
Josephihe E. Spangler dated November
10, 1903
-~~~~~h~__~_____~R_____M____________
06130/99 ' Distributiol"
"09/30/.99 D,[strilOution
12/31/99 Distr ibution .
03t:ll/00 Distributio,n
;; 06130/00 DistributIon
09/30/00 Distributicn
1,2/31/00 DistributIon
0313,1/01 Distribution
06/30101 Distribution
09/~0/01 Ills t ri bu ti on
12/31/01 Distributicn
03/~9/02 Distribution
:06/20/02. DIstr.ibutIon
09/30/02 Di~tribution
12/31/02 Distdbution
53
4,663,97
~,841.91
4,943,94,
4,959,99
4,052.49
4,072,66
4,571,62
2,399,10
'5,690,75
4,377,92
-....--...---...-........
0,631,29
5,926,00
377,2'1
510.00
0,441.14
5,577,52
449,34
309,53
10,2'14,50 '
6,435,61
412,33
341. 90
11,093,30
7,6'70,'/2
.219,42
.
161-,650,31,
03/31/03 DiatdbuUcn
06/30/03 Distr,l.buticn
,i.'
09/30/03 D1.atdbuticn
12/31/03 Dlatdbution
03/31/04 Diatdbut1.on
06/30/04 Diatribution
09/30/04 Distribution
196,43
1~,012,45
9,3'/4,04
91,92
14 , 69
17,966,10
ll', 006,1.1
-_...--_.....-.........~...
~'O'l'AL DIS'l'I1.II3U~'IONS 'ra B(i]NE:WICIAHn:s.. ' " "
S4
120,412,01
---......-.........-...---
202,070.32
"""~,,,,","'~"=II.l...n~IIlIJIl;l
, '
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.
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, .
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IIl!iVOCABUC 'mJlI'l'
, TtlXS ~ bet:wtlel1 ClllPR3I!l S. SPANGUl:R, oC Lem:lyM, l;\.1n'llIrtand
I ~W, $lllnMy~.,.ma (\:Illt "1l4It.t.lor"). al\Cl OAUI'IUN ~:t'1' IWll\AtlD 'l'R\IST
.' ~ANi/ QC Haniab\.u:v, DaUphin OMIty, \'eMIylvenia, JalIQ'HINJiI~. SPl\tlCIU!lR
,
, -,
, of ~, CaupN.n Cl:lUn\:y, ~lvania and ALtC!l,ll'11!:V\!NS' SPANCJtIllR of
,
i ~, cmbIrland ~I;y, ~lVM.I.a (the "TI:WlteQ"), lit to;th'tihe
I" ", '
'! ~,\:I upa\ whioh Pl:q)llr\:y racei...." b:f thll TrUIIt:eea COJ: \:he pp:poeel of the
,I &9~_'';''~' ill to be held. XI: ia conl:8ll1?l.aWd \:hal: I&id Tl;Ultees may nod.....
: pl:q)llr\:y in the term of px0ceed8 of inluranQe OJ: by 'll1'llIl8fllJ: or by wil.l.~
,
I I. DXS'1'1WltJI'ICN t(JI!,JNG ~'OF SIIIl'1'LOR
l).U:i,nq the l.ifel:in1l oCthe settlot'. he Ihdl receive lit: lllast:
~ly, \:Illt l.nCanI, it Wi, \:o9lIt:t.erwith Iluch llIl'll\l!lt: of the prinoipal all
Iwmay fl'\11l tJ..r.- to, 'I:im. in Wl:l.t:l.n'l~' In the ~enCl8 oC such ~,
t:l\lt '1'I:UIt8lI1 may if they cleem advilable, a\lP~Y principal fQr the benlCitt. of
the SlIWOt', hil wiCe, or Wi plt'lon depen(\ant upon the set:t:lor ~or lupport:.
II. CIlI!'.1\TICN I'W I\IMINIS'l'AATICN 'Of' 'MM:t'l'1\I. tlEOOC1'lc:tl 'l'RtlS'l'
('1'lfJST A)
It ~ wife / ALtal S'1'IM:NS SI'ANGLlilR, sw:viwll 11'/l, Ill( 'l'l:Il8,1:/l98
;.- - .. .., - I
II)all..t: aside in a lleparllt:8 \:.l:IlIl1;.tlnllt: 8llCW'\t of the pd,J\o~pal. w\u.Qh ~U
be 8llaOl:ly IIlfficienli to t.duCl8 the fedual.ut:at:e t:aKfalUn9 due lleOllUB8
of fll( death to thll lowellt:, polllible f1\111re.
, .. .. .. .." .. "
Notwi,t:l\Ilwd.uVJ anythin'l to the' Q:)nlll:ary col'lt:ained ~ \:l'H.8 '
l:J:uIt., I di~ that in IlIlt:.abUllhinq the \u:UBt for Ill( wif., WC!: S'\'Jl\IENS '
~flNCltER, \lI1daJ: t:hiS item II thllt'to tl,1I e)(tent that othUll8Ssl:s 9C Ill(
i' 8Ill:st:e ~ aVa,l,lllble to be UBed Cot' ~.at.isfaat:ion oC this beq\.le.t:, (1) no
\, pl:'ClpQr\:y or ,the pt:COHda tl'\81.'80f Cot' which a marit:al deduat:ion WOuld nol: be
"I .. .. -- ,-...-'- ..'. ".... .,.',
I allowed undar the C,ed8J:al ut:at:ll tax law, (ii) no &II.e1:8 subjeQ\: t:o e.t:alle,
I inhlldt:anCl8, oJ: .iml.llU: WlAt:i,on by forilign jur1.diat:i0l\, and (iiJ,) no
I '
:' ~ or: ilIt:erll.t .in propetty(inCllUdiJ1'1eny d9ht:to teceiva ~~) ~c:h i
I .hall be .U9ible in AlW we:y tQt' a t:alt otedit:or c:leduct:ion becaUBlI it: .hall be '
, \
I
,
'I
"
UlII811 A
,\IIljeolll:lObotjl tlldRal ..tate ~ trod tlClulU. iIIccmI ~, IIhaU bII .d ~. '
~ TNlc- AnI IwnQy luthodlec1 to I1\IM IlJ.atdbut:1ona to the.
t.nIIll ..l:abU,1wcl uMer thi. Lu XI Ln lUnd, but Q'lly It taLr mark.t. Vall.ll
l':1'l till data or data, ot. dJ..t:.r:LbutJ.on, fR1lItt:O, hQ"oewr, IIIlY .....ta cU.t:.r:l.blltad
Ln kJ.ncllhall btar a I:'IPI:OIIII~tJ.YI portJ.on o~. tI1e cUtterlllCII bIItwIIn bu1.-
tor flClutJ. l.r\cIl:n I:a.lc p\ttPO... trod value on the date ot 1lJ.at:.r:1butJ.on ot all
p~ tllII\ .vailabl.l tall d.ilil:l:1butJ.on.
1 qLYI and bIq\lelth the aforl.aid lI1'ClWlt to thI rrrUatM., namar1
hereLnaftar, IN TRJS'lI' NEVER1'IlI!US8 i upon the tollowl.nq tar:l1W Ird ooncU tJ.CI\I! I
1\. TNlu.u .hall pay thI 1IItJ.l:'IllIt LnIXlTll thlnfrClll, in
mx\t:p1y 1nI\laUmInta, to ~ wit., ALIa: fl'1'I!:IIH SPl\NCltBI\, dudJ\9 hiIII Ut.,
B. M nuch of thI pr~LpaJ. ... ~ TN!Iteu may tJ:an t:!IM to
~ tl\.lJlk cluuab1.8 for ~ wit.'., ALIa: llTII:YDl2 SPANCllIRi weltan, oc:mfcrt,
or .~ ,hill be paid to her.
C. In the eYlllll that ~ wif'i ALXa: S'l'Il:VDlS SPI\NC1LBl\, lIhould,
, ,
in till exclusive j\.ldgn'llnt: ot 'l'I:WItell, blIcare ,*,taUy or phyll.caUy l.noa-
plIOLt:atad, '1'rUII1:e,1 are4\uthodzed, Ln thou BlCClusLYI cUlaretJ.on, to.1)q)IIIlS
tJ:al\ l.noCma 011 principal luchll,l1\ or 1\11'18 18 nlllY be M08llary tor tho welfan,
cantort:, ~d auppert ot ~ laid wife, d.l.roatly, without the int:al:V8ntJ.on. at
a quard.l.an or ix:mnl.t.t.eo, PPOVIDED, haiIIIV8r, that. no incxm Ihall be
aCXU1Ulat;ec1.
d. My wife, ALXCIlIIl'1'I!lIIDlS SPANGLIIll\, ,haU, in the IYIIlll.ahI
8Ilrviv.. g, h<<ve the pqwel: to appoint by her 11811 will, oontaJ..n.l.nq II IP'Oitic
I:OfUll\08 to thl.1 Pawu, thllIlt:ire prino.l.paJ. and accJ:llllc1 l.n1XlTll held by ~ .
'l'ru8tae8 urdU thl.e item II at; the timI of her daath, to 01' tor till benefLt.
of wch pInon or penan.e or ~ratJ.on or ooJ:PCratiOll8 Iia Ihe may BIllet,
, '
. includir\lJ her cwn ..tat.., in luoh l8l'QW1ta or pr~rtJ.cna, and l.n IUell lllldul
Lntarelta or ell:4tel,"l\8 Ihe may clet:atnllrlo and the laidl,'la;l8l1 of appoinbrent
aha.U be ll4lU:al.8able by her alone and Ln all .venta. '
t. In the liIvenll ~ wite, ALXCB Il'mVENS SPANCltER, ahall faU
.
toappoinl: the principal and.1CONIC\ LnIXlTll, in whole or l.n part, purluant. to
- 2 -
I '-.
\lI)II ~IJ. poIoNl~ O~~j.n\:lMnt hIn~ 971AntMl;Q heJll tIWn .\lclh 11\"
;, ,. f
1WCll.nt:.sP~ .hall bt. ct.t.1lli1b~ted III (oUQWI,
(1) ~j:\lItHa.1h4U PAY tl'lewtrcm to llI\II PUItlM~ WPWHn""
., .. . ,. .. ., . "
1I1v. ,of ~ wU.,ALICI!l S'l'IM:NS Sl'HIGt&R, IIIl llm:lUn1l eqIlIl to llI\II'l\9U' o(
l:hI.tllt.l ""11th \:llxI. lIIlet tac;\l~al ..\lAte \lAllI. pl\YlIble w1l:h l:IIplQIl .to h.r:
, "t.ll:4l ~ tl1I an'Q1.lllllot I\.lClh tIlot. CX11llU'*;\W1l:houll.l.nQl\.l4l.n9 l.n hi;.
t.IlC.lIb1e IIt.lUI illY E*t ol! IIlCh \lIIlIWOl.nt.a,ct Jil~. ,i'l!llI\III".. UHc1 in
, ~ ~1l\1l:IPh .hlllll.nQl~ intltull ~ pln&l.ll.l.e. th.r:tlOI\.
, (ll) .h 3IIt ol! .\lCI\ \ll1APPOlnted p~r:ty at tl'le 41.ath ol!
I ' '
, IITt' w11!'1 WCIllll'11M!:lS SP~, ahall. be aMId to M4 bAated III par:tl ot
I ";',
'I l:he prihcipa1. of \:Ill w.1dUlll:Y t.J:\llIlI CltlIatlcl naJ:.\lI1I:*Il.n 1_ IU.
i . XII ;I.a ~intlll~ thAlI tn. 9Ulll.n Ill:uIll (or: I:hI beMl!J.t:,ol! Il!i
I, wit.; IW:CI!l II'1'ICVQlS SPI\NGUIlI\, \ii1$r: 1 \'.1m XX Ml:eOt ,1I\lIll qUWty tor: tl'le
Ii ,
'I tAr:al Nt.ll:8 talIlMrital, cl8c1l.\at:J.on, lIIlet I dinCll: t:hell all pl'.'Oviliona oil,
II ~ ~.le t:ruIIt IhaU be. CXInItMc1 anc1 appUe4 l.n a manner: thlltlw1Ul1Clt !
:Il1'9W: the ~4l.ty oll'~d,lll:uIll tor: lW1tal. c1ec1ucrtlic;n Pl.U:pCllIu 1IIl'\er: the
appUQM1.pl'.'QViaiOllll O( the U\itec1 s\lA\'.IlI Int:el:l1al AlVlnUl OX\I, anc1 I
'~ c1i.reCll: that: to the 8)(\:e!'ltl ~\ll:I1 pl'.'Ov.l.1101\111\llY ~lY afl!lCt: llI\II
VlIJJ.dJ,tyol!'~c1ti.rwtt; I!or:, nladt.IJ. c1ec1IlClUcn ~"I they .lllIllbt cUaw-
9IiI:llec1 anc1 belXmil inoperat:iw.
III. ClllmX!.'IctI AND AQotIlf.t8'l'AAT:tctl or 'l'IWS'1' "a"
Mt:er Il!i clpth, Il!i '1'ruIt:eea .n.u hold all l:he pr:oper:1:y IIO!l
'111ocat:.st.o \:ll8 1l'Iot11'.&l ctee1l.I.elt:lcnl:!:uet; ('1'ruItI "1\'.') III II ..per:at:4! Ill:uIt. III
I hm1hafilertltoviclec1 and 8hAll keep itdnvelt.ec1l111 1!0Uoynt,
I ' .*1<.., wcnthecteath OJ!. ~ lkI. tl:.l,o.rl 1l1xt;y per, cent: (.'GO')OI! the
:1' ~ tll:uIt:, p~ 8hl1ll be helet .in 8epatill:e t:.r\l8t:1 81 fo1lcws,
II ' ,. 1. 'l\oIIllty plrQilOt:(20\) I!or: the lkIt:tlOr:'. llieOl,
III ~ to. SPt.N<Wi:R,
I, ,~. ~ty' pel:C8tIt: (llO\) I!or: the 1lIt1tJ,or:'..llieOl, JO~ !
:1 s. 1Wl1a,
. '
,
II
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II
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iiI 3 lit
;., ;'
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,
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3, 'l'w'lliltv I*tl*\Il (20\) to, ,1lhI. "tll1or'l I\.l.,CI, 'NOlI~, '
IlI'ANCll'.ID\, ~ IlhI tollllwJ.n; t:.mnI MIl 0cl1dJ, 1lJ.0nI1
.., WL th re.pIIo1l to .uoh t.l:\lIll ~, Tl:\IIIlet. .hAll
'Wi:.' IQ ITl.lClh ot IlhI net: in~ tmlI I\lQh lUoh t.l:\lIt: tund to t:he luppOl:'t,
educ.llJ.cn lI/ld 1Mint:en4llCII ot t:he bel\ItillLuyfor whc:rn IUc:h t;;uit: tW'dwll
I\I,ve ~ ..t: 1,\W't:,,, the '1'l;\III1letI ehall IlIe tit:, and 1I\ll1l ICIQ\I11,\1at:ll,
in.....1: MIl I:lllhvut: IlhI baJ.anCl at t:he inc:anl \IlllJ.l luch blMfLQiAty lIhlll .
hive \It:ta!nId \:1111 a9' bttwant:y-<llll (21) Y~I, at: Whili\ ~ all lQO\Il\ll.a-
" IlJ.cna of !l't: .1nCQ1ll IhalJ. be pfJ.cfto IUQh ~ti01"y ~, \llvIreAtw, IhIU
, p.lIy the ~1lJ.r1 net: ~, to luoh bel\ItL,oiuy Quar:t.e.l'ly unllJ.l.uoh benatic4t.:v .
I ; . . ' ~ I
1 lIhalJ,At:tII.\.n IlhI A'if!! of t:h.I.rt:y (30) yellt'IIl, It: wl\J.ol\ t..l.Ire ~half (112) of \:hi
;: PltincJ.Pa1 ot \:hi t.l:\lIt. tunct lI\all. b. pfJ.ct QYV t:o luch blMfioiuy MIl, , 1
'. ,I ," " ,
:1 ~fW' ,Ih.t.U oont:inua to ~y IlhI ,enl:1l:tl net: inoars fl:Q1\ the balAnCllof
'I t:he t:.rusll func:\t:o Iluoh ~Uo14ry \Il\1lJ.l. luoh belleUoiuy IhAll Illtll.\.n t:he
" ll/illl of fort:y (40) yean, All wl\J.Qh tliIre t:he enllJ.re'balal'\CII of the prino.l\)lll of
"
il \:h8 l:l:W't: fund. ,lI\all be P\Il.4 over t:o luchl:1enefioWy.
I" b. It MY of S.t:t.lcll:'1 1)11C11 Ilor whQ1\ I t:.rusll fund hu
il beenllllllAbUllhed ~l di. bellOR \It:t:a.in!nq t:l1e fide of e~(40) yearl, t:he
, "
: p~o.l\)lll, ot \:11. 't=at: fund .hall be pal.ct, ovu anc1 diltl:'1but:ect to, Ilhe C1hUc1I:llIl'
: of I~t:h bel\IticiAty UV~q at: heJ: cl8ath,. in ,quaJ.mcu:,. jlllct, u th"1 boa no I
:1. . . 'I ',J
il::: ::::::,:t.l:=:,:::~~: :n::eO~:::r~w
. il hi,OII U~, t:o IlhI pel:IlCfl8 who WOUld boa Il\IlJ.t.lect to ~it: th, IImI in
I ACall:danCII wi\:ll t:he :LAws all t:he CQ)lIalweal!:h of Pennsylvania tl)en ,in forCII..
:IU SlIIIt.lor h<<l died intelute, I l:1Ie1dent: Ilf the o::rt1lCnWealth Oil pennlIYl.Vania,
I ancI" cwnin\l '1I\lCh p~,
;: o. III My ~e Set:1ll0r'l nLlcell lhA11l\l,vl At:1:al.Mc1 AllY of
;llIUahtlUPecuve 1\1" at:\:h8 t:iir. ,Whlll\ .uah t:.ruslltl.\ncli. direot:ect t:o be' 'ell
:1 apart: eor lum benae1ci~, then !:hI '1'l;\IIIt:ae1 Ihall pay Cl\I8r to .uah blIl\lei-
:: cJ.uy IUc:h paI:'t:II oil ..id ~t. fund .. an ~ct:ad t:o be P\Il.d to .I.ioh bene-
,
':! Ilio.luy upln at:t:ainin; lUi:ll, ~lpI(lt:ive 1\181 1nIt:llad of holdin; th!l ._ in
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B. . Upon t!w dMth of tn. Setl:lOll, twenW pltc;wlt: (ao\) ot t:M
l:'elnaJ.n.l.n9 t.I:WIt: pl:operty Ihall be M1d in a pPUatel:l:\lllt: tor /lUWl'XN 1';.
SPI\IIQUIlR, JR" 4ncl the inCCllW IUd pl:'inaipa1 tl:Ql\ laid l:l:\lIIt: lhall be kept.
in'NItad, and dilt:.l:'ibutecl AI tOllOWlll
1. 'l'I:Uateta. &hall pay the inOQ1ll in 1~~ann\lAl 8hA;e1 t:o
/\UI'l'XN B. SPANClt.lIlR, JR. I an4
2.' 'l11e i'dnoipaJ. IMll be paid out to A1JS'1'ZN 11:. spl\tlGUi1R,
JR. intive (5) ~ ann\lAl payrren~, the til:llt: paynant OQII1'llI\ainq on the
eMiwnalfY date of 88t:t:.1or'8~th.' and the t~ (4) J:tIT\al.l\inq PAYP*\tlII
beil\q .. on t:ha II~lnq eMiwnaty datu of llet:t:.1or'_ deathl and
3, In the llY8l1t: t:hAt: AlS'l.'IN B. 81'~, JR. fal.lI to 11 ~
ti.... (S) year_ aft:el:' Set:t:.1or'a death, any principal w llCO\m.I.latad ~
l:8IIIIin.inq IlIldist:.ributad ahaU be paid in .aqual. ahal:1I' to hie sw:yiviriq
ql:'andchildren in beinq.
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c. Upon.\:he death of the sett:.1or, l:Went.y per~t:, (20\) of the .,
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,.. I:Il11&Wnq t:.l:'u8t: p~ilhA1L,\:I uaicll!inlat:.l.v ~ .flJtt;jJlor's si~\:jIr,
i ~ E. SD~.Il!RI it she SuMVlllI set:t:.1or. In the liIvent: sett:.1or'.s
suter, JOElII:l'liINE lilt SPl\tmm\, does not .uM.... settlor, then 1;het:wanty
p&t'C8f\t (20\) share. provided here\lllCler,lhall be divided equally arronqthe
beMfioJ.acles let: fot'\'.h in paraql:'aph III A herein, to be held in t:.l:\l8\l. ,
punwl/1l; to the teI:m8 of l:hA t ~lI9llaph.
r/ . l:ENm 'l.WCES
. In no eVllnI: al)&lJ. any cl8ath talalIIba pal.clout of ,the property
palI8inq under TrUSt: "A" hareo~, (\II\le18 the sel:t.lor'l wifs 80 appoint:a in
~i8s of hlI.r ~ UN;l4l:' t:hAt ~a91'l!Ph). If not: othetwblllpal.d, al~
IUch death \:aX.s shall be paid by \:he 'l'I;uat:esS out of other property passinq
hBt'eUnde.r. In addit:.ion, tl\G TrU8teea may, in their c1l.aarlllt:.ioni pay to the
8l(8OUt;bl:, ~t:.l:'at:ot' or other. sWl,at' ficluoiaty who i8 the leqal repre-
aenl:4t:.iVll of the, set:t:.10.r'1 estate, fran IUch other property passing har.-
~ ,sUQh 8l1'Quntla of de.th l:alces, dsbte, adminittrat:.iv8 8lCP8I\IIe8, and
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leqlltli8s of fj.)U!Cl(*lUl\ialfY arrountla as the TrUStees ~. adviallb1e and AI
- B ~
\:0 \:llIlIlQlnu of tM ton<pl,nq 1", tM ~~ "'-Y l:lt~ Q\ tile
~eJ.Catlot tIllIlll9aJ. l:ltpl:ltaant:At:.l.ve. '!he '1'lIUItItI !MY Pl'V OIl pclIltplnl
.. lal9'" 11l9~l.,W pel:l1Il.tl:8cl OIl ~J:Q1\1.a" MY clu1:h ,talIeool14 eppQ~Q1
'~ ~ ot a\loh ~ in 8\lClh mannaI:' ... t.hty in cp)Q tlli1:h ,clIitm tWI
al(QIpt thAt none &hall be eppQr:tl.l.o~ to ~ p~ PlUIain'i ~I:' t:M
~it:aJ. cledIlOt:ion ~t (Tl:wIt "A"). Payrrenl'A of t:.alaI, !MY bIi ~
~l:ltC1:l.y to1:ha ~ .\It:hodt:.l.lt'. M\l.J., othu ....u ~ ,Va1.UblA, no
81lClh ~in'i ~l:II .hall. bfI lMde ttQ1\ AI..l:a l'oc:aivec1 I,l\1l:'llWlnt to My
lIl9~banefi~ plM OJ:'"MY .....\:il whl.oh otMl:wile wouJ4, not bfI a\lb;laotl
, to cllI.thtMU. TrUlt:.u Al:lt ll\It:l\Qdzac1 to r;ll:ltP..v \:AllQ on rema.lndIt
.t.n~t:t.,
V. tQlooNlSIGtWl~ or lIfl_'l'S
'Iha intlml.t of lUly benl,jU,01arylwra\ll\d8r, eil:heJ;'.. to inoc;ma
01:', prinoipal, '~ll not be M\:.l.oip~tId, aJ:i.nal:8cl 01:' in any ol:l\el:' I1\allner
M'J.gned by .\lClh l;anaf.1,oiary Md shaJ.~ not: be .\Ib;l1lCl: to MY la'ilal prccea.,
~gy p~ln'il' OJ; the inl:!lda~c:a orClOlltl:OloC=edJ.t:ors Ol:' othan.
Vl. ;tNStlIU\NQl p"...,....,M
A. Pa,ymint to ,the Tl:wIt:ees hllre\lllller by any lz1sw:er ~ MY
~lIllc:a po)4c;ry e\Ib;lllat: to this I:l:WIt lIl\d l:'8Clllipt l:heJ;'afOJ:' by 1:h8 't:l1oln
'l'.1:Ullt:ees ahall coi18\:.l.t\lt:8 . full dia~98 of Il\Id'I l.nIW:UM to dl
Uabl.UF.i Md mp6ns!biliF.i with I:'8'illU:cI to such poUc;ry I lIl\d nO w\.lI:'-.r
, , . j
~ .l.nqW,re into OJ:' t:.al<a not:.l.oa of t.ht appUoatiOl1 of any ~t 1IO l1'oItda
, t:o \1he, Tl:Ilet:ee. h\IJ:IJ~.
II. 'It\a Tl:wI1:IIes shall l.\8e 1:ha1.l:' ,beet: ,ff0ti:8 t:Q ooU,at: 'aJ.l,11.1l\8
p<<Y8bllt \1heI:elll1c.l/1t' IIilllll\l~ any polioies ahall ,to 1:h, kncwled'ile of t:hIlI
Tl:wItees, hava mat.uted. 'I1l8 'l'l:wltee8 shall, haw no t'\Isponel.bl.lity to ... '
t:Q tl1a payrrenll ob t:he pl:El1\l.~ on MY polioi8sinsl,U'in'il the Ute of, thl!I
5et:.t:lOJ:' .
VU. ,'1'I\llll'1'El1' I'CMWlS
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Tl:wIt:G88 shall have the tollCIW~ ~s in addition to ~
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'ot:h"s:wille ptovicllJd hEit'llin of: by laW I
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A. '1'0 I;l!Il;IinMY ...." ~1vtd heJ;1lIlldaJ: w1\:ho1.1ll U~ty,
IIId to .lIIynl:. IIId J;1I.lIIynl:. ,.lIIIl\Y Id.nd of ,Pl:'OPll:\lY ,.lIIo1Ul1J.nri....,,'.... tlnd
pJ;1lf.nK .tlx;ka, '....",,g. t\tIllIt. ~ lM.lII~ ~ ~ cmpoJ:4I~ ,'1'J:\.Wt.ee. .
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he~Ul\deJ:, nut.UAl .lII.....t.mIlIIt. f\lncIII, Md r:ed ..Ut:a, ,oncI t.o pl.lt'cI1u, MY
or Al~ U..t:Il fl:'a1l set.t.lor'. 01111I1:.1:,1.011" w1f'!' ..t.lll:ll, wil:l1O\lt. baing
J;1I,II'.nol:ed Wal..... of in......t:mSl\t:Il pr:e'llIIibs<;\ 011 4lllt:hollJ.asd fOil TI:UI-.
~ '.tAt.\l~ 011 oallna'\ law of MY j\lrJ.sd!C#on.
II. To RW\~,Itl:liit:9119ll, P1.ed9sand t;o .aU,to 'Xc:ilan9'i by
pubUo 01: Jlllj,vat:a a"""", a:I arrt t:BtmI, 'Md to ~'ll8a \'Il.~t. ~1ml.t. .. to ~!J1I,
Ilr.{ I:llAl or pllIIQltJ, p~, .n4 t;o \lL... bind.lIIg cp\'.ionl, wl.t.I1QUI:. cbUga~,
~ to ~\:'l l:l\I... in faVOJ: Qf b1t.t4l: off..I:ll.
,0. To eonc:luot:. All t:.nnal\C\:.1OM 4I\lt:hori~sd hetlll.ll'\dlll W1t:hQl,11:.
cbUg4lt1.on on t:h8 P'ol:\: of the pw:chlUl8ll \:0 _ \:0 t:Iie epplioation of 'till
pw:cha88 nallYs.
P. '1'0 \IOtA 11\ pellllOl\ 011 ~ proxy t.ll .j:ockll 011 0t:h8I1Hc:\.U'Lti18,
llI1d in QC:l'lllllClt.ia\ l:l18l:\!1W1l:l1, to dlllegat:8 dl.s~tionlltl' pc:W.r., \:0 pat1:.I.Qi..
~~ in AnY, tIO~ll!lizatiall cx:t\IOlidatdon, 011 ITeJ:9llI1 of MY QOIIpOJ:lIt:.j,on,
, \:0 depoaLt. HcW:it:io.' unclell pr0\:8ctiw ll~t:a 011 wil:l1 protectiVE!
camlit.\:l!I8' and to !:ttlBi... .1cW:it:i.. Ls'~ .. 41 r:esu1t. of ',uQllprocssdl n\l8.
Jil. '1'0 hold MY pr:opal:'l:Y .lII th. nllllYl of & ncrn1nea 011 too hold it.
\U\l;'I9!atllxec1 or in .uoh othall fotm u to make tit:l.s p... by clsl,l.vuy.
, - .: - .. ;;'
1'. To ca11jlranl... llla.lJ1ls, wl.t.I1Qut. ths nlItlBI.ity of CXlurt:
4l;lPJ:QIIIJ. .
G. '1'olMks diat:.dll\.ltiQlll\ pa;t:.l.11l1y or whoUy in kind.
II. '1"oopply c1iJ:Ilot.ly fot' t:M nsecls of. MY Ilenefioiary t:hr0U9h
, '
i11M" oJ: irt:her caUlS, any inQaTlll 01: pt'inoipal l:l141t. i. pay~ls to ,UQI\
bel\.f.ieiary.
t. TO lIl'\\lll9' inVS8t:mmt COI'UIUl,t.lII'\ta, &CCOJIlt.ant:a ,bt'Qk81:', or,'
.uoh ol:l1u ~t'. Ot' /lolil8l'Ita u nay be clsll1*1 ad'ii.ab18 8\la to CQ11il8l\Ill~
.uoh peIIllOI\I ~ l:l\I inoans 011 prinoipal. of. any t.l:U8t. or8~t:ed hereWldeIl
, ;,. \
.. llWIy ba c\ssl1'8d equit.able.
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.,. '1'0 llOel:01H aU ~ hIA\lMeII unt:.l.l f~4I.IIldl~\I~
of II(IY I:.l:\l4Ill cnarAKl ~;
1<. ''1'0 pay ~lJItrat:.l.on ~ eran l.nCQItll 0lI pr:l.nc;j,paJ., an4
no~1th1t:aMin~ any of \:he f0r89Ql.n9 provh1ol\ll of thie acp:'~ll, 110 \lB.
1Uc:ll expenlIa. ~ dac:\l,lQtJ.ona for:eatat.. ,\:al< or. 1I\0ClT8 tAlI P\llI'I?08I1l1, ~ ~ be
dllanwd. lIMaa.b~, w1\:ho\l1l any ~t. ot ~9 ad.~\lBtn'enl:l or: ~....
I1'8I'lIl ~9 benafio1u1p aUeQ\:8C\.
r... ,'1'0 hold caah ~ part of \:ha pr1l\dipal of any t.rt\IIl:. oreat.ed
here~ll, 11\ 8\1cn M'C\lI\ta an4 tor: el.\Ch ....Il1Cld1 of tiIM ll.D IllaY be ~
ar;\vUeble.
u'
, M. . '1'0 clII~ wlwther: l:O IlIfQtill.H prem1.1.I1\8 or: clJ.flllO\IllI:I 11\
'I whole 0lI in ~ar:Il, tQ eppollllion .took'aM axt:i:llO:dl.nar:y andUqu!4at:.l.r\9 i
t' I
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:1 ,clJ.vi&lrd8 in aud\ mennll.l: u trAy' be ~ aw~t'ial:e, and 98/*aUy 110 I
: c1at:er:ml.ne whabconat:J.I:\lt:e8 l,nc:Qre and prino1.pal m\:h ~8peall 110 all p~rt:y. ,I
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:, H. No pclW81l \\I1d8t' this.llW\:.t:Ul1llllt shall. be 8lCll!.'ollabl.e ~ ,110
,1 ~ Nt:. alI1cl11' \llIclIIf par~1 XX11! auc:ll ~Uoat:J.on of \:ha pclW81:
'I WC\Ild in ~ way elIIfsall \:he marit:al'c;lad\lct:J.ClI\ fOll fedetal utl\ta t:alI
,I .,' .
.: pw:poeu ql! \:he Set\llOll' s ,ut:et;e. .
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Ii VUlt I1IlSEI\'IM'Ictl 01' 1'G'/\I:l1S BY S~R
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:\ powere I
;i ,1\. '11\8l:i91\1:. at; any ~ an4 txCl!l time 110 t;ilrs, l;Iy an ineb:u~
\1 n\el\llin wr:j,tJ.n9 other:, , \:han awUl, 1od98d w1\:h '1't\ulteea, to amIIl4 OJ: w~
Ii l:hiII acp:'lMnlll\t: in whole or lJ\ partl,l ptQvidad, ~.....r:, thell no 8l1ViII1drrel\1l
II may aub8tal'1tiallY Qhangethe dut:J.811,powerund Uab1Ut:.l.es of ~tAM
I: wit:l1oull 11:1 wr:ibt:en OQI\.8antl. '
set.\llor expressly reseJ:V8S \:Q l\J.mIleU \:he tOllCMin9 d9hta ,and
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\1 B. oro cnM98 bsnef.l.oiU18B \\l'4ir t:he poUo18a of inaw:~ce.
, C. 'l'O bOrrCM on the Ufe inauunc;8 poUoiaa I!tan Ilha r81plIQt:.I.....
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I j.,naw:ance cQlt?lU\ia8, or: tta1\ DauplUn oepoaib Bank and TtUltl CcI1\*'Iy, 011 tta1\
:1 any other: inatib\lt:.l.on 01: \lInon, and to lI8si9'\ and pledIJa for Wa purpos8
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, MY or all. of t:l\e' poUoi811 pl.aced J.n t:rust heraUllder.
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D. '1'0.~ fTf;f .uch J.naw:oIll\QlI poUQi.. 11I4 noli.... llI\I
lHIlIh Yl,J.UiitMrIQt, \:C) ~ll'IlItlll;' th. Qo/l1Cll:lhJ.p Wwl:lot, 011 to'-J:Ou.any
optJ.on InlIII .~ poUCl.1I1ll.
Iil. '1'0 l:1IOlti.... div~ 11I4 any OWwIl paY111lnC8 uMeJ: the
inlUlIII\QlI poUQ1e. tI14tl ate .pay.ble to t:t.e' wl,llled.
:ce. 'PRJ:NCnI(II, Of 'l'l\US'1'
~lIl1lQl:i ~t:.t:l\),l:',', wit., anel, lAth 'l'wIIt:eQ, ~/:OVIll, anyone
.l.8. l1\Il.y e.&1 to the pll.!.noipal of any of tl1t b:\let:.8 twl:tWl4R by clHd 011
w1U \),I:' CI\lhttw1H.
: X. atCll\'M %N INCl)lIIj
,
.j ~ t.t\lIIt:. htn\lndlll: sl1all be.IIIltJ.t:1ec1 to a propollll.l.c;m~ thal:I
:, of Lncx:a AOOrW.n9 fl:Q1\ t:.he 'WIlIl . ot lItlic:h .l.t:..I.& to be..t:. apa;t:., (tht'
:/ ~t:a ot! sI~t:.loll'a ~a,t:h in th~ out ot the _l.t:.al deduat..l.on ,tll:uat), 11I4,
:I,ptnd.l.n9 ac:t:wU diVi..l.on, dillt:t.l.butJ.ol\I! ot iIlcane and Pllinoipall1\llY be l1\Ilde
, C\.l.lI8qt:.ly \:C) II tll:uat 011, IlIlbj,ot: to the ~lmW tlIlI.l:eOt, to, the '*wf.l.o.l.at-illll
'I of tht trust. AU.I.ncanII und.I.'~.l.but:ad at: a btnaf~o.l.uy t" daat:.h .~U' be
ItnAtIlc1 II it .l.t he a~ ~aft:all.
lCX. BB:NmrXCIMtES t.tIl:IU\ 'lllIRW-<NI:
I. Xf any btntfioi8J:Y ~II t:Ilit'tIy-Q18 (31) y'~ot .... becare.
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, el\t:.I.t:lttl l:9 any iIlCQ1l!l 011 PII.!.nC.l.pal n.rll~rl ,,'
'II, ...' "A. All IlUOh O( lU,ch .l.nClCl11'!l or pllilloJ.pal II ~ Tl:'utl:ellll maytl:Q1\
" t.imlI to tlirre t:h.l.nk dllll~~le tot', tI14l1 blnef.l.oill:y ..I.thel: .h.u 'be pa.l.c:\ to
I .. .. .
I /U!1I Ol: tiel: 011 .haUbe liPPUed tOll 1\.1.' or hell btnat.l.tl and , ..
, "B. 'll1lI QaWlClI Of .uch .l.nCQl'/t and pr:l.noipAl sl1AU be ~ld as 1\
r.. '_. ,-.. - ,_ .. c_ "'.. _ ;
ii' sepat-It:a tJ:u.et: for the btnef.l.oiary .Il'1l:\, aubject: to ~ 'l'I:U8.~., ()QIW to
!1Jil&Y to, o~ to.appl~toll thebenaf.l.t ot, tha benilf.l.oiuY, bqt:il .l.noc:mli and
,: p/l.l.noipalof ouch l:I:utll, .hall. ~ther lAth any net: 1I\CQI'/t thlll;"fran .
,I be k~t:. inVUt:ad. anc\pa.l.d, lIIl th,' Ollila l1\IlY be, to tha berief.l.ciary WheIJ hi 01:
;..h. I:t~.. t:hirty"'Ctla (31), y'lU'I of a98.
"I My fundi to be appUed un<;lel: We i\rt.l.clll may be applied ~y
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.iby Ill( T/.'Uat:lea, and Ill( ~'l:Uat:lte,'11II11 hII.... no fUlIt:hell lIlISpona.l.b.l.i.l.t;y tOll' ~y .
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: fUlldl 10 appUed Ol.' paid.
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, leU. PR;JinSIQII IIQMDIm MVl'IlIJln_
A. n.xes ~ SPI\NCUR IhaJJ:,"wr p&I.iIJ.~.,.c. in (1) \:hi
~.\Mi Qf, m: dlKI18100 not \:o~Qit", any di~.ll1on \:0 pay 1n~ m:
pr1I1~ \:0, OJ:' toilpply 1noare oJ:'pr1no.1.pa1 fOJ:' the '*1ef411 of, any
~t!cl.ArY (1nol~IUtCnt:1onto,alJ.QQ4t:e fUIWl ~II a IJIOllp of bene~
f1oJ.ar:lq and dl.8OJ:'\1t:J.on to lOCMTW.at:e 1noare) ,(1.\.) ~ ,1let:e;mWll1on Qthu
a benot!o4ry it cU.IlIblecl, (111) a '*111011 when \:0 pay. *th Wcq en MY
~ intinlll, (1v) t:I\ll,cS.o1810l\'tO t:el:m1nat:e any ~tl OttJ:WundaJ:', (V) tho
lIl(lIJ:'CiM of dl.IOJ:'\Ill1on to f11 tooatel:'lOll1pt:.a m: ~. IletwMn pd.no1~
ancl1n=nl, (vi) thI cleo.\.l1on Whe~1I to \IH axptnI.... .t.noc.nI 011 ..1:11:1 *
. ~, (viJ,) . '*ilien to 1Mke paygn\;e to aid in thI ..1ltU,ll1lIIlll of
,
! nv ..l:Ita P/I(v.L.U,) t:he ..lectJ.on of~.he pllQ\lll:1:y 1;0 be llllooat:ad t:o \:hi
" marital 1led1lOt:J.a, \l.II\lIlll and
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I 8. MY c;lQqx>>:'f1te t:J:'\l8t.eeil s,hall ~iv. oaTpl/lIIalliqn in ~rdance :
;1 ~th t:hairst:andAl:d .checluleof feea in.ffeot frQn llims to tJ.ms OV8J:' \:hi
!! ~Od d~1I wh1cht:hei\:' lIeJ:'Vicea llJ:'1I plIJ:'fotmll!.
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lIlU. BI'1tIS (:1' 'mI.$'1'
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II 'nlll 1Iit:U1 of this t:J:'\l8t foJ:' lll:b1\l.n1suaUw Md ac:QOUl\t:in1l
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:1 ~ lIhaU be t:bI. COunty of, O-ml8J:'unct, ~a,l.th Of PennsyJ.vM!a,
I 1l/lQ.1Ill quil!Uons P&rtaininq to theconsllnloUon ard validit:y of the provi..
!! .ions of 'this a~ll of llnult shall ba IIQV8J:'/led by t:hlI 1<<ws of that:
II~lllth.
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I, aJIlORlBS. lll'm:JI,lllR, O~ lAn'CYM, CIlltlItlalv;\ Q)1llIt:y, l'InnlIYLvUlia
havi.nq duly tltI<IUt4Kl a I:1llvocabl.. tNI\: on I'IbI."\laI;y l.1', 1$81. I, In 'IItI~Clh !;hi
l:lI\IJl>lUNtGa!lt'l.' BANl( AND 'mJS'I) c;a.wHN of l~d'W91 P!l\q;lhin COunty,
PII\Il.IyLv.ua, JC8El'111NIIl m. ,SPI\NCILEl\ of Ilud.pl.ll:\l I 'Da\lPh1n OJlllIty, PlMlYLVIlI'Iia,
! and MJClll ~ SPl\NCItI!lR of ~I C\J1IbIl:lllll1 f))lllIty, PInl1IYLvanJ.a l)a... '
, bItn lIIIlTIId '1'I;\\lll:8u I ,do hel:1lll:7J .. the followinq I/nII\ClIl'Int tQ .al.cl ;avoqlllll.
, trultl
pua\ltaph XU I CI:1llat:J.on ana l'dn\l.niettaUon of '1'J;\llIt "B'" .ub-
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pu-9t1lli'h "0", cun'll\tly, 8It fol:th on ~ S of. aai4 l.'I~l' tNIt I 11 tQ
.I be alllN1dec:\ tQ ;aid .. foUQWllI ' '
il 't1pCf\ thI dlIat:h of \:hi Settl=" twlnt:y 1*'0000t (aO') o~ the
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'I" ~ \Il:IlIItp~y IhaU be hlJ,d J.l\ a ..puatlil t1\UIt fOI: JOSll:Ii'II1NIIl m.
.\1 :::'"~.;.::::. :':;:;.. ~ ",,- -....
II ' , .. 1. '1'I:\llIteu shaU pay ,\:hi inlXllfe in ,eerni!lM1lal ~ I
I tQ ~ m. sp/IOOIBRr ana
:1 '
1,'1 2. Upon the&lllth of J~lUNIillll, SP1,N3tl1lR,t:he pl:J.l\~pal \
o,f l:hia \Il:IlIIt .. waU M any aCCl11Ulat4Kl inc;ats ,hall be c1ivi&ld I!tIUIIlly I
\llIlTCnq the bsll8fioiariea ee\:, fol:th in plIJ;11\Jtllph,:tII ^ hel.'liO, tQ be held J.l\ ' I
I trust pul:lIuant to t:he t;ll.11"II of that p~lIIJtllph, ana I
,
I 3., :to t:hI event Set1l101:' II abtel1, ~OSlIlPlUNIil m. mimn.1\l\,
II
Ii
II
clceI, rp1l ew:vi... IkItlllol: I tl1Il\ the twenty pet'QIII\t (ao,) .hlu'e' pmvicSed
hItlI\ll'IdIr shall be cUvidllc1 equally lIIlPI\q the b81\.fi01ari.e' Bet fort.h J.l\ '
i pIIJ;I191'lII,lh ,Xlt 1\ he.tl!lin,tQ be he14 J.l\ t1\UItp\ll:suant to tho terti'll of ,thAt
I
II
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,
para91'lIph.
In allothet t'llIIpElOtlI, I herebY l:aUfy and. g)nfirm the I:1llvcollllle
tt\lllt \>hiClh l: IlC80UIled onlj'flb,\:\lllty U I l.981.
n~ ~~, GIIXlR3E S. SPI\NGtER, Settlor ~ til\UPlUN ~tr
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