HomeMy WebLinkAbout06-04-07
tEV-1500 EX (6.00) VrrR.rr, we Via,
COMMONWEALTH OF REV-1500
PENNSriVANIA
REVEN~E
~ ~
~~ INHERITANCE TAX RETURN FILE NUMBER
o
DEP 21 - 06 0833
HARRISBURG, PA »,sa-oso, RESIDENT DECEDENT _
YEAR NUMBER
COttlTY CODE
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z 3
din $dna 195-07-2970
W
DATE OF DEATH (MM-0D-YEAR) DATE OF BIRTH (MM-0D-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
w 9/3/2006 4/9/1906 REGISTER OF WILLS
W (1F APPLICABLE) SURVNING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURf1Y NUMBER
~ - -
Q ®1. Original Retum 0 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to i2•t382)
v OCY Limited Estate ~ 4a. Future Interest Compromise (date or deatn aver 12-12-62)
0 4 0 5. Federel Estate Tax Retum Required
V
v a~ .
Decedent Died Testate (Attach copy of wn) ®7. Decedent Maintained a Living Trust (Attach copy dTrust)
®6
- S• Total Number of Safe Deposit Boxes
aam
a .
0 9. Litigation Proceeds ReceNed 0 10. Spousal Poverty Credit (eels of aeeln between tz-3,-at grin t-t-es) 11. Election to tax under Sec. 9113(A)(xuaa, scno)
T sH6'~Ft ~ , Alk 6QRRESP4NttElrlP~ AHD TAX IN TPON SH+3l7LD BS,RIRE 4~
z NAME COMPLETE MAKING ADDRESS
w
°z
Thomas 1P. Shields, Vice Prea & Tax ffi r
Fulton Financial Advisors, NA
a FIRM NAME (If Applkxbb)
M
it
Fulton Financial Advisors, NA
P.O. Box 3215
O TELEPHONE NUMBER
U 717-291-2726 Lancaster, PA 17604-3215
A
(1) 0 • 0 0 OFF1ClAL l1SE ONLY
-
-
~
)
1. Real Estate (Schedule _ ;
~ -
-
605
(2)
, 863.06 -J~ ` =
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation. Partnership or Sde-Proprietorship (3) 0 . 0 0 ..
4. Mortgages & Ndes Receivable (Schedule D) (4) 0 . 0 0 -
_~
5. Cash, Bank Deposits 8 Miscellaneous Personal Properly (5) 3 0 , 6 4 8 . 0 4 ~-
(Scheduk: E)
~
Z 6. Jointl Owned Property (Schedule F) (g) __
0 . 0 0
~
~ -_ .
f- Separate Baling Requested
0 . 0 0
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (7)
~ (Schedule G or L)
d (g ) 6 3 6 , 511.10
.
Q g. Total Gross Assets (total Lines 1-7)
~ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 58 , 7 71.7 4
1, 8 5 8 .41
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Sdtedule I) (10)
. _ _ •_, ,,, , 60, 630 .15
1 I.
12.
13.
14. 1 O[al V@uucuVna \iVia~ ~,,,ca a u ,v,
Net Value of Estate (Line 8 minus Line 11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) -
(12)
(13)
(14)
57 5 , 8 8 0 . 9 5
4 9 0 , 8 8 0 . 9 5
85, 000.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax 0 . 0 0 x
0 0_ (15) 0 . 0 0
Z .
rate, or transfers under Sec. 9116 (a)(1.2)
O 16 Amount of Line 14 taxable at lineal rate 0 . 0 0 x ,0 4 5 (t6) 0 . 0 0
Q .
~
a
17.
Amount of Line 14 taxable at sibling rate 0 •00 x .12
(17) 0.00
v t6. Amount of line l4 taxable atcdlaterelrate 85,000.00 x.15 (t6) 12,750.00
x
a
(19) 12,750.00
-
t 19. Tax Due
^ a tl a • •
20.
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 t.000
~, `
)ecedent's Com lete Address:
sTREETADDRESs
266 8 t Rosa
Cn'Y STATE ZIP
D[echaaicsburg PA 17055-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 12 , 750.00
2. Credits/Paymerrts
A. Spousal Poverty Credit 0.00
B. Prior Payments 12 ,112.50
C. Discount 637 .50
Total Credits (A + B + C) (2) 12 , 7 5 0. 0 0
3. Interest/Penalty ffapplicable
D. Interest 0.0 0
E. Penalty 0.00
Total InteresUPenalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A) 0. 0 0
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to: OF WN1.S, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or
'
rfe of either payments, benefits or care?
d. receive the promise for I
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?
th?
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her dea
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which O
contains a beneficiary designation? .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE.G AND FILE R AS PART OF THE RETURN.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knavledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~ /~ . / DATE
Fulton Financial Advisors, NA By• ~~>~^- w ~ 5/29/2007
P.O. Box 3215, Lancaster, PA 17604-3215
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
w
For dates of death on or after July 1, 1994 and before January t , 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3°~
[72 P.S. § 9916 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)J
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and Bing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased chNd twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the chNd is 0% 172 P.S. ~ 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries Is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
3W4848 1.000
REV~1503 EX * (&98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
g 1Cinc 21 06 0833
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCF~PiION
NUMBER
1.26,219 Shares
FIILTON FINL CORP PA COM NASDAQ Bank - Insurance
CQSIP: 360271100
2 56 Shares
VBRIZON CODe~IINICATIONS COffi New York Stock gxchange
CQSIP: 92343V104
3 114,995 IInits
FIILTON FINANACIAL ADVISORS, NA FIXED INC02~ F'D
4 11,986 IInits
FIILTON FINANCIAL ADVISORS, NA GOVT INCOMg FD
5 IF8D8RATBD TRBAS OBLIG NNF #398
CIISIP: 60934N-87
TOTAL (Also enter on line 2, Recapitulation) I $
swases i.ooo (If more space is needed, insert additional sheets of the same size)
SCHEDULE B
STOCKS ~ BONDS
VALUE AT DATE
OF DEATH
436,480.80
1,987.58
126,407.85
19,065.60
21,921.23
605,863.06
REV-t508 EX * (s•9s)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN p~S(~q~ PROPERTY
aESIOEHroECEOENT
F~TATE Qf FILE NUMBER
8daa 8. Rin 21 06 0833
Include the proceeds of litigation and the date the proceeds were receNed by the estate.
/H property jolntlyownsd vvNh Un right of survNorship must be dlsebsed on SeMdule F. ~
REM ~ VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cash found in residence
2 Fulton Bank Checking Account #1068-31607
See copy of bank letter
3 Personal porperty - gross sales proceeds
4 Coins - gross sales proceeds
5 oPeatfield Insurance / Guns-Mowery LLC - refund on
unearaed home owaers insurance premium
6 The Patriot News - refund on cancelled newspaper
7 Yankee Publishing Incorporated - refund on cancelled
subscription
8 Newsweek - refund oa cancelled subscription
9 Reader's Digest - refund on cancelled subscription
7.00
18,839.98
11,332.00
311.01
10.00
96.90
16.93
20.22
14.00
30,648.04
3wasAD t.ooo (If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-99)
CObMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
tiESIDENT t~CEDENT
SCHEDULE G
INTER VIVOS TRANSFERS 8~
MISC. NON-PROBATE PROPERTY
8dna 3. Rin 21 06 0833
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
UCJI+RIr'~~Vrv yr rnvru-.~~ EXCLUSION TAXABLE
ITEM -r<unE 1tE rruaE of Ire iNANSFEREE, n1EIR RELAnONSlNP TO DECEDEM AW DATE OF DEATH %OF DECDS
NUMBE nE 0.41E aF 1PAr5fER ATfAQi A COPY OF ttE GEED FOR REAL ESTATE. VALUE OF ASSET INTEREST F APPLICABLE VALUE
~• Sdna S Ring Revocable Deed of
Trust, dated January 4, 2001,
with Fulton Finaacial Advisors,
NA, Trustee.
IIpon settlor's death the trust
terminated to the estate.
See the copy of the trust
agreemeat.
Trust assets are listed on
Schedule B.
TOTAL (Also enter on line 7, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
.00
3W46AF 1.000
REV-1511 EX+(12-ss) SCHEDULE H
FUNERAL EXPENSES 8~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAxRETURN ADMINISTRATIVE COSTS
tzESIOENr oECEOENr
FILE NUMBER
ESTATE OF 21-06 0833
Sena S Ring
Debts of decedent must bs roporbd on Schsduts 1•
ITEM
NUMBER
A.
1.
B.
1
2.
3.
4.
5.
6.
7.
1
2
3W46AG 1.000
DESCRIPTION
FUNERAL EXPENSES:
Hetrick Funeral Home, Inc - funeral service balance
due
Total from continuation schedules .
440 .66
ADMINISTRATNE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Fulton Financial Advisors , NA
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address One Pann Sduare --
City Lancaster State PA Zip 17602
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Cfreut 4rlAracc
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Cumberland Law Journal - advertise estate
The Patriot News - advertise estate
Total from continuation schedules .
TOTAL (Also enter on line 9, Ri
(If more space is needed, insert additional sheets of the same size)
AMOUNT
1,909.60
25,095.33
25,095.33
548.00
75.00
272.10
5,335.72
771.74
Batate of: 8daa S. King
Schedule 8 Part 1 (Page 2)
Item
No. Description
2 Auer Memorial Home & Cremation - burial expanse
3 Pat Brower - organist honorarium
Total (Carry forward to main schedule)
195-07-2970
Amount
1,859.60
50.00
1,909.60
8state of: 8dna S. King
Schedule H Part 7 (Page 2)
3 EVP Systems, Inc - asset valuation fee
4 Register of pPills Cumberland County - short
certificate
5 Hess & Hess, CPS - 2006 income tax preparation fee
6 Rowe's Auction Service - commission on personal
property sale
7 Rowe's Auction Service - trash removal
8 PP&L - electric service
9 Hempt Farms - lawacare service
10 Duty's Lock & Security, Inc - lock service
Total (Carry forward to main schedule)
195-07-2970
3 .10
4.00
250.00
3,966.20
640.00
167.68
187.50
117 .24
5,335.72
REV-1512 EX + (12-03)
SCHEDULEI
fptindoPmEALTH OF PENNSYLVANIA I DEBTS OF DECEDENT,
INFERtTANCETAxRETURN MORTGAGE LIABILITIES, ~ LIENS
RESIOENTDECEDENT
FILE NUMBER
ESTATE OF
Baas S RiaQ 21 06 0833
Report debts Incurred by the decedent prior to death whkh remaMed unpaid as of the dab of death, Including unnimbursed medical expenses.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
~• Fulton Sank Checking Account #1068-31607 check written
prior to death and cashed subsequent thereto:
check #3395 $66.54
2 IIS Treasury - 2006 federal income tax due
3 PA Dept of Revenue - 2006 state income tax due
4 1MPest Shore BMS - ambulance transport
5 Carlisle Regional Medical Center - medical services
6 American Red Cross - Lifeline service
7 ~Veriaon - telephone service
TOTAL (Also enter on line 10, RecaK
3wasnr+ z.ooo (If more space is needed, insert additional sheets of the same size)
66.54
262.00
163.00
681.86
573.55
20.00
91.46
1,858.41
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
OF
I
1
2
3
SCHEDULE J
BENEFICIARIES
NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Donald S. Fawber, Jr
25 Short Drive
Stters, PA 17319
General Bequests: 10,000.00
Sarl D. Fawber
330 Big Spring Road
Stters, PA 17319
General Bequests: 10,000.00
George R. Fawber
18 Jennifer Lane
Dillsburg, PA 17019
General Bequests: 10,000.00
FILE NUMBER
1 6 0
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not Llst Trustie(s) OF ESTATE
Friend
Friend
IFriend
10,000.00
10,000.00
10,000.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Triaity IInited Methodist Church
4 West Main Street
New Kingstown, PA 17072-0026
TOTAL OF
3 W 46A1 1.000
II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER ;
(If more space is needed, insert additional sheets of the same size)
490,880.95
$ 490,880.
Satate of: Bdna S. King
Schedule J Part 1 (Page 2)
195-07-2970
Item
No. Description Relation Amount
4 Shauna L. Honey
360 Walton Street
Lemoyne, PA 17043
General Bequests: 10,000.00 Friend 10,000.00
5 Marsha G. Lindeman
6 Simon Templar Drive
Coventry, RI 02816
General Bequests: 5,000.00 Friend 5,000.00
6 William S. Neumyer
2140 Carey Way
HumDnelstown, PA 17036
General Bequests: 5,000.00 Grand-Nephew 5,000.00
7 William H. Neumyer
5255 Wertaville Road
Snola, PA 17025
General Bequests: 15,000.00 Friend 15,000.00
8 Batty J. Potteiger
7073 Carlisle Pike Tr #17
Carlisle, PA 17015
General Bequests: 10,000.00 Friend 10,000.00
9 Louise C. Potteigner
185 Bernheisel Br. Road
Carlisle, PA 17015
General Bequests: 5,000.00
See copy of Receipt and Release Friend 5,000.00
10 Trudy C. Saraiva
330 Squus Drive
Camp Sill, PA 17011
General Bequests: 5,000.00 Friend 5,000.00
LISTENING.
October 5, 2006
Beth R. Hawk
One Penn Square
Lancaster, Pennsylvania 17602
Dear Ms. Hawk:
RE: Edna S. King, deceased September 3, 2006
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Checking # 1068-31607, open 10/1/1968, balance $18,839.98 (any
accrued interest would not have been payable had the account been
closed on the date of death) in her name only.
If you should have any further questions, please do not hesitate to contact me at (717)
291-2437.
Very truly yours,
Karen D. Hillegas
Credit Inquiry Processor
CONFIDENTIAL
This information is furnished as a matter of business courtesy
in answer to your inquiry, and is Fc~r your rorrfidential use only.
No responsibility is assumed by r,is na;~~ or any ,t its officers.
Any opinion herein expressed is subject ~~ chenge r,itheut notice.
P O Box 4887 ~ Lancaster, PA 17604
fultonbank.com ~ 1-800-FULTON-4
I1-Fa-i-ol-~
X18
ala3lo"I
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ~
COMMONWEALTH OF PENNSYLVANIA ~e..
ORPHANS' COURT DIVISION
IN THE ESTATE OF
No. 21-2006-0833
EDNA S. KING,
DECEASED
RECEIPT AND RELEASE AGREEMENT
WHEREAS, Fulton Financial Advisors, N. A. is successor to Fulton Bank,
which was appointed Executor under Will of Edna S. King dated March 17,2006;
and
WHEREAS, Edna S. King died testate on September 3, 2006; and
WHEREAS, paragraph IV of the Will states as follows:
I give and bequeath the following sums of money to the persons
indicated, as follows: FIVE THOUSAND FIVE HUNDRED ($5,000.00)
DOLLARS to LOUISE POTTEIGER, per capita.
WHEREAS, it is the desire of the parties hereto that distribution of the
bequest be made without the formality of the filing of an accounting in any court
having jurisdiction, and
WHEREAS, Fulton Financial Advisors, N. A. is willing to make such
distribution upon receipt of the release and indemnification provided for in this
Agreement.
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby request Fulton Financia! Advisors, N. A. to make
distribution of the bequest without the filing of an accounting for audit and
approval by the court having jurisdiction. The undersigned, in consideration of
the payment and delivery to her of the following:
Cash $5,000.00
the receipt of which is hereby acknowledged, for herself, her heirs, personal
representatives, successors and assigns does remise, release, quit-claim and
forever discharge Fulton Financial Advisors, N. A., and its predecessor, Fulton
Bank, individually and as Executor aforesaid, its successors and assigns, of and
from all actions, suits, payments, accounts, claims and demands whatsoever or
by reason thereof.
The undersigned further agrees to indemnify and hold harmless Fulton
Financial Advisors, N. A., its successors and assigns, from and against any and
all claims, loss, liability or damage which it may suffer or to which it may be
subjected by reason of the settlement of this account and the distribution of the
said bequest without approval of the court having jurisdiction. In consideration of
the distribution to the undersigned of the property described above, the
undersigned agrees to pay Fultsa F~ nathe fluture tto d scharge any I abil tieslof the
the property that may be neces ry
Estate.
The undersigned further declares that it is her intention to be legally bound
by the execution of this Agreement.
IN WITNESS WHEREOF, the undersigned has hereunto set her hand and
seal this o73 day of ~~ , 2007.
WITNESS:
OUISE P TTEIGE a/k/a
LOUISE C. POTTEIGER
COMMONWEALTH OF PENNSYLVANIA : SS:
COUNTY OF '
On this ~~~ day of ~~b~-~ L, , 200~before me, a Notary
Public, personally appeared Louise C. Potteiger known to me (or satisfactorily
proven) to be the person `^~ cuted the same for the purposes therein containednd
acknowledged that she exe
IN WITNESS WHEREOF, I hereunto set my hand and seal.
ARY PUBLIC
MY COMMISSION EXPIRES: ~,~,./vb
NpTARIAI SEAL
CIAUDIA ~` FflEWBAKER NOTARYPUBLIC
Caitis~e 6om ^urnbetland CotmN
My C`,ommissior Expires AprN 4, ?.009
fi lc =~ ~~F.~ l_~ ~ /3
Revocable Deed of Trust
I, r, ~ ~1 c , of (.~lt/y~fl~~ f i; County, Peruisylvania, as
sealor, intend to transfer pro rty to FULTON FP_~iAl\CIAL A VISORS, N.A., as trustee, and
direct that this trustee shall hold this property in trust, together with any other property that may
be added to the trust, as provided in this instrument.
Section 1. Payments of Income and Principal. During my lifetime:
(a) The trustee shall pay me whatever income or principal I request from time
to time.
(b) If the trustee determines that I have become disabled in any way, the
trustee shall apply income or principal directly for my benefit or for the benefit of any person I
am legally obligated to support.
(c) Any income that is not distributed maybe added to principal.
Section 2. Distribution at Death. Upon my death, the trustee shall distribute
ail property then belonging to the income and principal of the trust, together with all property
distributable to the trustee as a result of my death, to my estate.
Section 3. Spendthrift Provision. Except as otherwise required by Iaw, no
interest of any beneficiary in any property passing under this instrument, whether income or
principal, shall be subject to anticipation or assignment by the beneficiary or to attachment or
other legal process by any person having a claim against the beneficiary while in the possession
of my fiduciaries.
Section 4. Administrative Powers. I authorize the trustee, with respect to all
property held by the trustee in any capacity under this instrument, to exercise in its sole
discretion and without prior authority from any court, in addition to all powers conferred on the
trustee by law, the fallowing powers:
(a) Power to purchase or otherwise acquire and to retain any property,
whether or not authorized for investments by law, and whether or not productive, including stock
or other securities of the trustee or the holding company or any other affiliate of the trustee,
wtithout diversification as to kind or amount.
(b) Power to transfer, sell, exchange, partition, lease, mortgage, pledge, give
options upon, or otherwise dispose of any property, at public or private sale or otherwise. for
cash or other consideration or on credit, and upon such terms and conditions, with or without
security, and for such price as the trustee may determine.
00
LAST WILL AND TESTAMENT
BE IT REMEMBERED THA'C
I, EDNA S. KING, a resident of Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish and c{eclare this to be
my LAST WILL AND TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
1 declare that [ am not married, my beloved husband, GEORGE H. KING, having
predeceased me.
II
I direct that all my just debts and funeral expenses shall be paid from my residuary
estate as soon as practicable after my decease.
[II
I direct that all taxes that may be assessed in consequence of my death, of whatever
nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
tv
1 give and bequeath the following sums of money to the persons indicated, as
follows:
FIFTEEN THOUSAND ($15,000.00) DOLLARS TO WILLIAM NEUMYER SR., per
capita.
TEN THOUSAND ($10,000.00) DOLLARS to GEORGE K. FAWBER, per capita;
TEN THOUSAND ($10,000.00) DOLLARS to EARL D. FAWBER, per capita;
TEN THOUSAND ($10,000.00) DOLLARS to SHAUNA FAWBER HOSEY, per
capita;
TEN THOUSAND ($10,000.00) DOLLARS to DONALD FAWBER, per capita;
TEN THOUSAND ($10,000.00) DOLLARS to BETTY PO'[TEIGER, per capita;
FIVE THOUSAND ($5,000.00) DOLLARS to TRUDY NEUMYER SARIVA, per
capita;
FIVE THOUSAND (`.65,000.00) DOLLARS to WILLIAM "BUZZ" NEUMYER, per
capita;
FIVE THOL.{SAND (~+5,Ori0.tl(I) DOLLARS to MAIZtiI-IA L.1NDCivIAN, I~er capita;
FIVE. `frIOUSANf~ FIVE Htil`1l7KED (~~,O~O.Ot?) DOLLARS io i.C~UISF.
C'OTT'EIGER, pE.r capita.
~~
(~~j the re:;t, resi:t•~e and remainder c:f my property, v~heti~er real ur personal,
wherever siraa_e, including ;rny pro f erty o~•er which 1 may have a po~n•er vi appointment,
I give, ~{evise an.1 L-eyueith to TRINfI•Y :!KITED ~~IET!-{OULS"I CJ-1l!RCH, i~e~r
Kingstovrn, PA to'•~e invested with the intt~.est earned. thereon ut;tized enl~• fvr Vti~sivn
prop ams. This is a restricted purpo^~ su that the funds may not be used. fcr gereral
expense-s of the charch. I direct that the tund~ be rnai•1Fz.ined in zcr_orrnt:, avith 'r'uiton
Hank. :`~.drtrinistra:iun of these accouii'~ ancf an,~ d~cisivrs o~r~cerninf; the allxatio ~ cr
use el the funds snail rest wish .he Church Council of 1'RIN1T)r' UI~TIT[:U 1\-tEl }-K)Dh~L
CI !UR{~H.
~i !
direct that t{~tI1SE PUTTL;lGER he s:~tely rest~on~ible for arran;~ng fcr tre
t+.is'rib:.i~ion of rn~-- boos ~I~ul~i it~~~n~.
Vll
1 nominate, corstituke anti aplx~int FULTC)N [~AtiK a; Executer of thi•, ?.AS-i
(ti'1LL, tv serve without bona.
IN WITiJF~SS VVI-IEP.E,OF, 1, EDNA S. KL~1G, have sea my hand to this t.~\S f 1Ni! i_
this ~'~ ~~~ day of ~~ ~,t-~• t ~ ~ ~ , 7(tUb.
,~ j
Signed, sealed, published and declared b}' the above-named EDNA S. K.IN , as
and for her Last Will and Testament, in the presence of us, who, at her request and in her
presence, and in the presence of each other, have hereunto subscribed our. names as
witnesses.
~ A ~
3
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUN'[Y OF CUMBERLAND
ss.
I, EDNA S. KING, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
si};ned and executed the instrument as my LAST WILL; that I signed it as my free and
~ ~~luntar~ act fur the purpvses therein expressed.
`~ / 1 ,
EDNA S. KING
Sworn or affirmed to and acknowledged before me by EDNA S. KING, Testatrix, this
`1.16, day of ~1Ti~,l... ,2006.
-~~~ NOTARIALSFAIF^~~'
DEBOFlAH I_. Fl`/Afl, tdnLAPV T't!BLIC
L!fY OF MECHANICSBURG. Cl;"'~ERIAND COUNTY
MY COMMISSION EXPIRES n!NE I I, ?r06
AFFIDAVIT
COMMONWEALTH OF PENNSYLVAN[A
COUNTY OF CUMBERLAND
Notary Public
ss.
We,~d~hf~ ~ c,J/jrii`~1 ~a and ; :.-~- /~! ~ `~ ~,~y~.
the wihnesses ti~hose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and sav that we were present and saw Testatrix
sign and execute the instrument as her LAST WILL, that EDNA S. KING signed willingly
and that she executed it as her free and voluntary act for the purposes therein expressed;
t11at each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and
that to the best of our knowledge, the Testatrix was at the time 18 years of age or more, of
sound mind and under no constraint or undue influence
/ / ~~
Sworn or affirmed to and acknowledged before me this
-;
I ~~. day of ,i,l.,.~ 1ti , 2006.
Notary Public
NOTAHIAI_ SEAL
OEBOFlAH L. RYATJ. NOTARY PUBLIC
CITY OF MECHANICSfiURG. CUM6ERLAND COUNTY
MY COMMISSION EXPIRES JUNE I1, 2006
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