HomeMy WebLinkAbout06-20-07
PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
COUNTY,PENNSYLV~
Estate of John S. Troaner. Sr.
also known as
File Number d f-()1-tJS9o
, Deceased
Social Security Number 179-12-2155
John S. Troaner. Jr. and Blair S. Troaner.
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' OR 'B' BELOW:)
[Xl A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the Co-Executors named in the
last Will of the Decedent dated 1/4/1996 and codicil(s) dated N/A
Emma B. TroQner, first-named executor, died on 3/8/2001 Her estate has been probated in Cumberland County, docketed
to Estate No. 21-2001-395.
Continued on a Separate Page
(State relevant circumstances, e.g., renunciation, death I!f executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person:
D B. Grant of Letters of Administration
(If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has / have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (If
Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.)
Name
Relationshi
Residence
n8-n
(COMPLETE IN ALL CASES:) AUach additional sheets ifnecessary. ~O:JJ
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County, Pennsylvania, with his / her last principal ~dence at
Upper Allen Township. Cumberland County. PA
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Decedent was domiciled at death in Cumberland
100 Mt. Allen Drive, Mechanicsburg,
(List street address, townlcity, township, county, state, zip code)
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Decedent, then 83
Mechanicsbura
years of age, died on 5/31/2007 at Messiah Villaae
Cumberland Couhtv
PA
Decedent at death owned property with estimated values as follows:
(If domiciled in P A) All personal property
(If not domiciled in P A) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
$ 3 million
$
$
$
situated as follows: N / A
Wherefore. Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
Typed or printed name and residence
John S. Trogner, Jr.
288 Old Fort Rd Lemo ne
Blair S. Trogner
4 ent Point Rd Lemo ne
PA 17043
PA 17043
Page 1 of2
Form RW-02 rev. /0.13.06
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
The Petitioner(s) above-named swear(s) or affrrm(s) that the statements in the foregoing Petition are true and correct to the best of
the knowledge and belief of Petitioner( s) and that, as personal representative( s) of the Decedent, Petitioner( s) will well and truly
administer the estate according to law.
Sworn to or affirmed and subscribed
before me the :J..O+" L day of
~ J...XUt , ?007
~121"~:> Q. Cl,,.i
I For the Register
Signatur
Signature of Personal Representative
Signature of Personal Representative
File Number: ~ I -en - OS~ 0
Estate of John S. Troaner. Sr.
, Deceased
Social Security Number: 179-12-2155 Date of Death: 5/31/2007
AND NOW, ~ '-"-"- .l2 , 2Q07 , m comidcration of the foregomg Petition, "ti,factory pmof
having been presente before me, IT IS DECREED that Letters Testamentarv
are hereby granted to John S. Troaner. Jr. and Blair S. Troaner
in the above estate
and that the instrument(s) dated Januarv 4. 1996
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
TOTAL .............................
$ 1,660.00
$ 40.00 Attorney Signature:
$
$ 15.00 Attorney Name: Dean A. Weidner. Esauire
$ 15.00 Supreme Court J.D. No.: 06363
$
$ Address: WIX. WENGER & WEIDNER
$ 508 N 2nd SUPO Box 845. Harrisbura
$
$ PA 17108-0845
$
$ Telephone: (717) 234-4182
$ 1,730.00
FEES
Letters .............................
Short Certificate(s) 09.L.
Renunciation( s) ................
Hill
JCP & Automation
Form RW-02 rev. 10.13.06
Page 2 of2
H105.805 REV 1/05
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
Date
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13356034
JUN 0 5 2007
a Soc:i,I 8ecu!ity Number 4. Dele of De'Ih (Monlh. day. yesr)
179 - 12 - 2155 Ma 31 2007
Sa. Place 01 Deeth (Check on~ one)
HospItal: Other:
o Inpelient 0 ER / CuIpa!"'1 0 DCA Qd"NUrstng Home 0 Residence Oath" . Sped~.
9. Was Decedent of Hispanic Origin? !Xl No 0 Ves 10. Race: .Amerlean Indian, Black, White, etc.
(11 Y"'. -"y Cuben. (Spec/M
Mexican, Puerto Rican, elc.)
No.
REV 1112006
PRINT IN
!ANENT
CKINK
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(See Instructions and examples on reverse)
STATE FILE NUMBER
5. NJ8 (Leet Birlhday)
Sr.
6. D,Ie of Il\r1tI (MonIh. rI8 . Y"a~
7.Bi ce(e' andstateor
83
August 2, 1923
Takoma Park, MD
Vrs.
Bd. Facillly Name (II no! _. giYe ..... and number)
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mosfof Iifo. Do naI stale
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Real Estate Develo
13. Decedenf'. ducallon (~on~ highesl grade oompleled)
Elementary / Secondery (1l-12) CoUege (1-4 or 5+)
12 4
12. Was Decedent ever in the
U.S. Armed Forces?
~Ves ONo
. 16. -.r. Mailing Addlfis (SbeeI. cify / town. "'Ie. zip code)
100 Mt. Allen Drive
Mechanicsburg, PA 17055
16. Fa1het". Name (RrsI. m_.Iaat. suffix)
Arthur M. Trogner
2Oa. Informanrs Name (Type I Print)
Blair S. Trogner, Sr.
218. Methodofllilpooilion I Oc_ ODonetion 21b.DetoolQ;apoolllon(Monlh.rI8y.y98rl
QJ BurI8I 0 RemoYeJ llom Slat. ! WlII er.metlon or DonelIon Authorized 6
o Ofher.SpecHy. I by_EumM/COtonIr'I OVesONo June ,2007 Rolling Green Memorial Park
22a SiQnl! (or person ac\Ing as such) 22b. Uo8Oee Number 22<. Name.nd Address of Facilly
. ~ Parthemore FH & CS Inc.. P.O. Box 431
23b. Liconee Number
Dec:edont's
Actual Residence 171. Stale
Did Decedenf
liveina
Townsh~?
Pennsylvania
Cumberland
17c. eg Ves. Decedent Uved In
17d.O No. _ Uwdw1thin
AclueI UmiIs of
Upper Allen
City / Boro
17b. Coun~
19. Mother's Name (First, rnil:klIe, maiden Sumaillt)
Evel n Serrirt
2Ob. Inlormanr. MeJIilg Add"" (SIr.... cify 1_. stale. zip code)
4 Sentr Point Road, Lemo
21<. Place of Disposition (Name of ","et.ry. crometory or _r place)
2.d. Location (City 1_. stale. zip code)
ower Allen Twp., PA 17011
New Cumberland PA 17070
23c. Dot, SIgned (MonIh. rtey. yes~
24.11me of Oealh
Perfil: Enterothefslmilicantc.mrlllonlc:ontrbJllnalodRillolh
but not I'8SlJIing in the underlying cauugiYen in Part I.
26. Was Case Referred 10 MelIcal Examiner I Coroner for a Reason Other than Cremalton or Donation?
o VIS IiQ No
321. 'T_tionInjury (SpocIfy)
ODrivor/Operator OP_r 0-",
Qther.SpocIfy:
33e.CettIIIor(c:hoc:k~one) :.S\gna1ure~~~~ /A/7 A.Ah //Y' /)
. ~~~==:.~~"=-<~~':~_~~_~~~~~_________________ 0'" o./'~/...-.--. 'Y
Pnlnounclng one! c:ortIfyIng phyIIcton (~ both pronouncing _h and certIfylng to ,,"" of deeIh) . Uconae Number 33d. Dale S9>od (Monlh. rtey. y98r)
TolhebeelofmylcMwtedgo.__otlhetimt.dato.one!plece.ondduetoIheC8llOO(.)one!menneresatotecL___________ ---- -- /YJ/J If JS'I 7!s- 1)(,- 01- ;loo7
. =' =..= one! / or I-~Ion, In my~"'" deeth occuned otlhe lime. _. one! ptoc:e..od due to Ihe cauee(.) ond mennor u otetecL 0
...-..... ....._, ~;;~"';e~~PI~(IIem27) Type/Print
I~ II~II' ( ~t;f"'~:I/~X 17d't{'"
3: 3()~M
CAUSE Of DEATH (See In_ and... )
'om ZI. ParI I: Enter Ihe -..m..IlI!IIllI- _. injurtee. '" compIk:elloro -1hoI diodIy ceueed Ihe _. DO NOT enter _ ........ such u canIac "1''''.
""*"",,a_."'VII1I__-"llI1owIl'4lthe~. UsI~oneC8UllOon_'ne.
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I Approxlmele 1nII1YIIl:
I Onset to Death
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10 ClUllIIAId on Ine a.
Enter _YIlO CAUSE
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Due 10 (or 81 a ooneequence of):
d.
32g. LocetIon of Injury (Slteet. cify f town. _I
300. Wall en Autopsy
-
:no. Wote"'- Findings
A,__foCon>l>let\on
of Cause of Death?
31.~ofOeelh
0'- D-
O Accident 0 Pendlngl~
o Suicide 0 Could Not be Del8rmined
M.
32d. Tme of Injury
OVes ~
o Ves IEf No
OIeposjjlon Penn' No. f"\ I l'7 Il.( 0
Twp.
26. Old Tobec:co Use ConIrIIule fo Dealh?
DYes OPtobebly
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o NotplOgllll1lw1ftinpeety98r
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omca BuiIdng. otr:. (Specity)
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LAST WILL AND TESTAMENT Co
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JOHN S. TROGNER, SR .:; ~~
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I, John S. Trogner, Sr., of silver spring TO~~ip,
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Cumberland County, pennsylvania, which I hereby declare to be
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domicile, make this Will, hereby revoking all my former wills and
codicils.
Article One
specific Beauest of Tanaible Personal ProDertv
Sl.l I bequeath to my wife, Emma B. Trogner (hereafter
"My Wife"), if she shall survive me, all my tangible personal
property, including, by way of illustration and not by way of
limitation, my household furniture and furnishings, paintings,
books, automobiles, jewelry and personal effects.
Sl.2 If My Wife does not survive me, I bequeath all of
my tangible personal property to my children who survive me in
equal shares to be divided among them as they may agree. In the
event my children cannot agree, I direct my Executor to
distribute my tangible personal property to my children in as
nearly equal shares as possible.
Sl.3 To the extent possible, I bequeath any policies
of insurance covering specific items of my tangible personal
property to the beneficiary entitled to the specific item of
property.
Sl.4 I direct that the expenses of storing, packing,
shipping, insuring and delivering any such property to the
beneficiary entitled thereto shall be paid as an administrative
expense of my estate.
Article Two
Marital Beauest/Credit Trust
S2.1 Upon my death, I direct that my Executor divide
the residue of my property, real, personal and mixed, not
disposed of in any preceding portions of my will into two parts
identified as the Marital Bequest and the Credit Trust as more
fully identified hereinafter. The Marital Bequest shall comprise
1 of 14
and be equal to the maximum marital deduction allowable to my
estate pursuant to the Internal Revenue Code (the "Code"),
reduced by:
(a) any other amounts allowable to my estate as a
marital deduction; and (b) any amount needed to increase my
taxable estate so that the federal estate tax imposed thereon
will equal all credits available against such tax (other than for
state death taxes designed to claim the credit under S2011 of the
Code). The Marital Bequest shall only include assets which
qualify for the marital deduction, valued at the date of
distribution, and which, to the extent other assets are
available, shall not include assets for which a foreign death tax
credit is available. All assets not specifically bequeathed or
not included in the Marital Bequest under this Article Two shall
be included in the Credit Trust.
S2.2 I give, devise and bequeath the Marital Bequest
to My Wife, Emma B. Trogner, and direct that my Executor pay such
amount, outright, to My Wife. In the event My Wife does not
survive me, I direct my Executor to add the assets of the Marital
Bequest to the Credit Trust, for distribution by my Trustee in
accordance with the remaining provisions of this will.
Article Three
Credit Trust
S3.1 I give, devise and bequeath to my Trustee, herein
named, the assets constituting the Credit Trust to be used for
the benefit of My Wife and My Children, or their issue, in trust,
in accordance with the provisions of Articles Three, Four and
Five hereof.
S3.2
The Trustee shall have, hold, manage, invest and
reinvest the principal of the Credit Trust, collect the income
and pay over the net income in no less than quarterly
installments to My Wife, Emma B. Trogner, if she is living.
S3.3 The Trustee may also distribute to or for the
benefit of My Wife so much of the principal of the Trust property
as the Trustee, in the Trustee's discretion shall from time to
time deem necessary or proper for My Wife's health, maintenance
2 of 14
and support, taking into consideration other available funds
including her individual assets.
S3.4 The Trustee shall also distribute to My Wife,
upon written request from My Wife, principal of the Trust
property not exceeding $5,000.00 per year or 5% of the Trust
principal per year, whichever is greater, provided, however, that
such annual distribution shall not be cumulated.
S3.5 Upon the death of My wife, or if My Wife
predeceases me, then upon my death, my Trustee shall divide the
principal of the Trust into as many shares or parts as there are
then living Children of mine and then deceased Children of mine
represented by then living issue. My Trustee shall distribute
all such shares outright to my living Children who survive me, or
their issue, per stirpes, except the share which would go to my
son, steven A. Trogner (if he survives My Wife and me). If my
son, steve A. Trogner, survives My Wife and me, my Trustee shall
hold his share as a separate trust fund for the benefit of my
said son, steven A. Trogner and his issue, in accordance with the
provision of Article Four hereof. Notwithstanding the foregoing
provisions, if any Child of mine predeceases me and is
represented by then living issue, then the share which would have
gone to such Child shall be distributed in accordance with
the provisions of Article Five of this Will.
Article Four
Trust for steven A. Troaner
S4.1 I give, devise and bequeath one equal share of my
estate established in accordance with the provisions of section
3.5 of my will to my Trustee herein named, or I direct that such
property be held in continued trust, as the case may be, for the
benefit of my son, steven A. Trogner, in trust, in accordance
with the following provisions of this Article Four.
S4.2 While my son, steven A. Trogner, is under fifty-
five (55) years of age, the Trustee shall have, hold, manage,
invest and reinvest the trust property, shall collect the income
thereof and shall apply to or for the benefit of my son, Steven,
so much of the net income and, if the net income is insufficient,
3 of 14
so much of the principal of the Trust property as the Trustee, in
the Trustee's reasonable discretion, shall from time to time,
deem necessary or proper for steven's health, maintenance,
support and welfare. The Trustee shall annually accumulate any
net income not so distributed and add the same to the principal
of the Trust property.
S4.3 At any time after steven A. Trogner attains
forty-five (45) years of age, the Trustee shall, upon receipt of
a written request from my son, steven, distribute to or for the
benefit of my son one third (1/3) of his share of the principal
of the trust property.
S4.4 At any time after steven A. Trogner attains fifty
(50) years of age, the Trustee shall, upon receipt of a written
request from steven A. Trogner, distribute to or for the benefit
steven A. Trogner one-third (1/3) of the principal of the trust
property or if the Trust is established on or after his fiftieth
(50th) birthday, such sums as do not exceed two-thirds (2/3) of
his share of the principal of the trust property as constituted
on the establishment thereof.
S4.5 At any time after steven A. Trogner attains
fifty-five (55) years of age, the Trustee shall, upon receipt of
a written request, distribute to him all of the principal and
income of his Trust.
S4.6 If steven A. Trogner dies before the complete
termination and distribution of his Trust, the Trustee shall
distribute the property then held in Trust for steven to his then
living issue, per stirpes, or if none, to my living issue per
stirpes, subject, however, to being held in continued trust in
accordance with the provisions of Article Five hereof.
S4.7 Notwithstanding the preceding provisions of this
Article Four, my Trustee shall not be required to make any
distribution to my son, steven A. Trogner, in the event the
Trustee determines, in his reasonable discretion, that making
such a distribution will be detrimental to steven A. Trogner's
health or welfare.
4 of 14
Article Five
Trust for the Issue of Xv Deceased Children
S5.1 For any Trust established for the benefit of the
issue of a deceased child of mine, if any beneficiary is entitled
to receive a mandatory distribution of property from my estate or
from any trust created by this will and is under thirty-five (35)
years of age, I devise and bequeath such property to my Trustee,
herein named, or I direct that such property be held by my
Trustee in continued trust, as the case may be, for the benefit
of such beneficiary, in trust, in accordance with the following
provisions of this Article Five.
S5.2 While each such beneficiary is under twenty-five
(25) years of age, the Trustee shall have, hold, manage, invest
and reinvest the trust property, shall collect the income thereof
and shall apply to or for the benefit of such beneficiary so much
of the net income and, if the net income is insufficient, so much
of the principal of the trust property as the Trustee, in the
Trustee's discretion, shall from time to time deem necessary or
proper for such beneficiary's health, maintenance, support and
complete education. The Trustee shall annually accumulate any
net income not so distributed and add the same to the principal
of the trust property.
S5.3 After such beneficiary attains twenty-five (25)
years of age, the Trustee shall continue to hold, manage, invest
and reinvest the trust property, shall collect the income thereof
and shall distribute the net income in quarter-annual
installments, or more frequently if the Trustee deems it
advisable, to or for the benefit of such beneficiary.
S5.4 In addition to the foregoing, at any time after
such beneficiary attains twenty-five (25) years of age, the
Trustee shall, upon receipt of a written request from such
beneficiary, distribute to or for the benefit of such beneficiary
one-third (1/3) of the beneficiary's share of the principal of
the trust property.
S5.5 At any time after such beneficiary attains thirty
(30) years of age, and prior to attaining thirty-five (35) years
5 of 14
of age, the Trustee shall, upon receipt of a written request from
such beneficiary, distribute to or for the benefit of such
beneficiary one-third (1/3) of the beneficiary's share of the
principal of the trust property or if such beneficiary's trust is
established on or after his or her thirtieth (30th) birthday,
such sums as do not exceed two-thirds (2/3) of the beneficiary's
share of the principal of the trust property as constituted on
the establishment thereof.
S5.6 At any time after such beneficiary attains
thirty-five (35) years of age, the Trustee shall, upon receipt of
a written request from such beneficiary, distribute to such
beneficiary all of the principal and income of his or her trust.
S5.7 If such beneficiary dies before the complete
termination and distribution of his or her Trust, the Trustee
shall distribute the property then held in trust for such
beneficiary to the beneficiary's then living issue, per stirpes,
or if none, to my living issues per stirpes, subject, however, to
being held in continued trust in accordance with the provisions
of Articles Three, Four and Five. If at the time of my death My
wife has predeceased me and I have no living issue, the property
shall be held and distributed pursuant to S5.8 below.
S5.8 If I am not survived by My Wife or living issue,
or if My Children die before the complete termination of their
respective trusts and are not survived by living issue, the
Trustee shall collect the remaining principal and interest of the
Trust(s) and distribute the principal and interest of the
Trust(s) to such person(s) and in such proportions as would be
entitled to receive my estate had I then died intestate, a
resident of Pennsylvania.
Article six
Definitions
S6.1 As used in this Will, the following terms shall
have the following meanings:
S6.1.1 "My Children" shall mean my children, John
s. Trogner, Jr., Blair S. Trogner, steven A. Trogner,
6 of 14
and Kristen Barr and any other children of my marriage
to Emma B. Trogner, natural or adopted.
S6.L2 "My Issue" shall mean My Children and
their descendants, natural or adopted.
Article Seven
ADDointment of Fiduciaries
S7.1 I appoint My Wife as Executor of this will. If
My Wife is unable or unwilling to act or continue to act, for any
reason whatsoever, I appoint my sons, Blair S. Trogner of
Mechanicsburg, pennsylvania and John S. Trogner, Jr., of
Mechanicsburg, Pennsylvania to serve as my Successor Co-
Executors. In the event of the death, resignation, refusal or
inability of either Co-Executor to serve, the remaining Co-
Executor shall serve alone as Executor. All references herein to
the "Executor" shall mean my originally appointed Executor or my
Successor Executors, as the case may be.
S7.2 I appoint My Wife, my son, Blair S. Trogner of
Mechanicsburg, Pennsylvania and my son, John S. Trogner, Jr., of
Mechanicsburg, Pennsylvania to serve as Co-Trustees of any trust
created by this will. In the event any of my Co-Trustees are
unwilling or unable to serve as Trustees, the remaining
Trustee{s) shall serve hereunder as Successor Co-Trustees. The
last surviving Co-Trustee shall have the authority to designate
an additional trustee, including a bank or trust company, to act
as a successor. All references herein to the "Trustee" shall
mean the originally appointed Co-Trustees or the Successor Co-
Trustee, as the case may be.
S7.3 I appoint the Trustee then serving hereunder as
Guardian of the estates of any minor beneficiaries under this
Will, including the proceeds of any life insurance on my life
payable to such minors and any other property, rights or claims
with respect to which I am entitled to appoint a guardian and
have not otherwise specifically done so. The Guardian shall have
full authority to use such assets, both principal and income, in
any manner the Guardian shall deem advisable for the best
interests of the minor, including college, university and
7 of 14
graduate education, and professional, vocational or technical
training, without securing a court order.
S7.4 If at the time of my death I am serving as a
custodian of any Uniform Transfers to Minors Act or Uniform Gifts
to Minors Act account and have the right to appoint my successor,
I appoint My Wife as my successor.
Article Eiaht
Power of Fiduciaries
S8.1 No fiduciary under this will shall be required to
post bond or other security for the faithful performance of the
fiduciary's duties.
S8.2 Any such fiduciary shall have the following
powers, in addition to those given by law:
S8.2.1 To invest in, accept and retain any real
or personal property, including bonds, notes, money
market funds, general and limited partnership interest,
mortgages, and the stock of a corporate fiduciary or
its holding company, without restriction to legal
investments;
S8.2.2 To sell, exchange or partition either at
public or private sale and upon such terms and
conditions as my fiduciary may deem advantageous to my
Estate or a Trust, any or all real or personal estate
or interest therein owned by the Estate or a Trust
severally or in conjunction with other persons or
acquired after my death by my fiduciary and to
consummate said sale or sales by sufficient deeds or
other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all
trust, and without obligation of the purchaser or
purchasers to see to the application of the purchase
money or to make inquiry into the validity of said sale
or sales; also, to make, execute, acknowledge and
deliver any and all deeds, assignments, options or
other writings which may be necessary or desirable in
carrying out any of the powers conferred upon my
fiduciary in my Will;
S8.2.3 To enter into and execute agreements of
sale and long-term leases and ground leases for any
duration; to hold, subdivide, improve and develop real
property; to continue, terminate or refuse to renew any
existing leases, agreements, mortgages or other
encumbrances; to settle, compromise, negotiate,
arbitrate, litigate or otherwise dispose of disputes
concerning real property without court approval; to
form and enter into partnerships (general and limited)
and corporations; and to vote interests or shares
therein;
S8.2.4 To mortgage, create a security interest
in, pledge, or hypothecate; to exchange or lease
(including lease for a period extending beyond the term
of the Trust created by this Will); or to license,
publish or otherwise dispose of any shares, notes,
securities, real estate, minerals, literary and other
8 of 14
9 of 14
trust property upon such terms, cash or credit, or
both, as the fiduciary may deem advisable;
S8.2.5 To make application for licenses and other
documents to the proper local or state agencies, boards
and bureaus;
S8.2.6 To employ agents, accountants, attorneys,
property managers, appraisers, contractors, engineers,
architects, surveyors, real estate consultants, brokers
and assistants and to pay their fees and expenses, as
the Trustees may deem necessary or advisable to carry
out the provisions of the Trust created by this Will;
S8.2.7 To participate in any reorganization,
consolidation, merger or dissolution of any
partnership, or corporation, the stocks, bonds or other
securities of which may be held at any time as part of
the Trust property, and to receive and continue to hold
any property which may be allocated or distributed to
the fiduciary by reason of participation in any such
reorganization, consolidation, merger or dissolution;
S8.2.8 To vote any shares of stock which form a
part of my Estate or a Trust and to otherwise exercise
all the powers incident to the ownership of such stock;
S8.2.9 To assign to and hold in a Trust an
undivided portion of any asset;
S8.2.10 To borrow money from any person,
including any fiduciary acting hereunder if such loans
are upon reasonable commercial terms, and to mortgage
or pledge any real or personal property;
S8.2.11 To hold shares of stock or other
securities in nominee registration form, including that
of a clearing corporation or depository, or in book
entry form or unregistered or in such other form as
will pass delivery;
S8.2.12 To engage in litigation and to
compromise, arbitrate or abandon claims without court
approval;
S8.2.13 To make distributions in cash, or in kind
or partly in each, at current values, allocating
specific assets to particular distributees on a non-pro
rata basis, and for such purposes to make reasonable
determinations of current values;
S8.2.14 To make elections, decisions, concessions
and settlements in connection with all income, estate,
inheritance, gift or other tax returns and the paYments
of such taxes, without obligation to adjust the
distributive share of income or principal of any person
affected thereby;
S8.2.15 To join with My Wife or her personal
representative in the filing of a joint income tax
return for any period for which such a return may be
permitted, without requiring her or her estate to
indemnify my estate against liability for the tax
attributable to her income, and to consent, for federal
gift tax purposes, to having gifts made by My Wife
during my lifetime treated as having been made half by
me;
S8.2.16 To allocate, in the Executor's sole and
absolute discretion, any portion of my exemption under
section 2631(a) of the Internal Revenue Code (which
statutory exemption is presently $1,000,000.00), to any
property as to which I am the transferor, including any
property transferred by me during my lifetime as to
which I did not make an allocation prior to my death;
S8.2.17 To disclaim in whole or in part any
interest I may have in any estate if the Executor deems
such disclaimer to be in the best interests of my
estate and beneficiaries thereof;
S8.2.18 To merge, after the death of My Wife, any
trust created hereunder with any other trust or trusts
created by me or My Wife, under will or deed, if the
terms of any such trust are substantially similar and
are held for the primary benefit of the same persons,
and if such merger shall not cause an adverse income,
estate or generation-skipping transfer tax consequence;
S8.2.19 To terminate, following the death of My
Wife any trust created herein, the principal of which
is or becomes too small in the Trustee's discretion to
make the establishment or continuance of the trust
advisable, and to make immediate distribution of the
then remaining trust property to the beneficiary then
entitled to the income of the trust property or, if
there is more than one beneficiary, to the
beneficiaries then entitled to the income of the trust
property, in proportion to their respective interests
therein or, if such interests are not defined, in equal
shares to such beneficiaries. The receipts and
releases of the distributees will terminate absolutely
the right of all persons who might otherwise have a
future interest in the trust, whether vested or
contingent, without notice to them and without the
necessity of filing an account in any court;
S8.2.20 To make distributions of the principal of
the Trust to a beneficiary other than My Wife prior to
the dates provided herein or to loan principal to such
beneficiary, at the Trustee's discretion, in order to
assist the beneficiary in the purchase of a principal
residence or to assist the beneficiary in starting or
acquiring a business.
Article Hine
provision for Taxes
S9.1 All estate taxes, inheritance taxes, transfer
taxes and other taxes of a similar nature payable by reason of my
death to any government or subdivision thereof upon or with
respect to any property subject to any such tax, and any
penalties thereon, shall be paid by the Executor out of the
principal of that portion of my estate disposed of by Article
Three of this Will, and all interest with respect to any such
taxes shall be paid by the Executor out of the income or
principal or partly out of the income and partly out of the
principal of such portion of my estate, in the absolute
discretion of the Executor, without reimbursement from or
apportionment among the beneficiaries, recipients or owners of
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such property for any such taxes, penalties or interest;
provided, however, the Executor shall not pay any such taxes,
penalties or interest attributable to any property included in my
estate solely because of a power of appointment thereover which I
possess but have not exercised or any qualified terminable
interest property; provided further, however, the Executor shall
not pay any supplemental federal estate tax, or any penalties or
interest related thereto, imposed by section 4980A(d) of the
Internal Revenue Code, which supplemental federal estate tax,
together with any penalties or interest related thereto, shall be
borne by the recipients of the qualified plan benefit (including
my estate if it is a recipient of any such benefit) giving rise
to such supplemental federal estate tax in proportion to the
respective interest therein; provided, however, that no such
taxes, penalties or interest shall be paid from the assets of any
portion of the Marital Bequest made in Article Two which is
elected to qualify for the federal estate tax marital deduction.
Article Ten
Provision for Debts and Expenses
S10.1 I direct that any of my legally enforceable
debts, any expenses of my last illness, funeral and burial, and
any of the administrative expenses of my estate, shall be paid
from the principal of that portion of my estate disposed of by
Article Three of this Will; provided, however, that no such debts
or expenses shall be paid from the assets of any portion of the
Marital Bequest made in Article Two which is elected to qualify
for the federal estate tax marital deduction.
Article Eleven
Miscellaneous provisions
Sll.l As used in this Will, the terms "Internal
Revenue Code" and the "Code" shall mean the Internal Revenue Code
of 1986, as amended from time to time, or the corresponding
provisions of subsequent law.
Sll.2 If any beneficiary under this Will, other than
My Wife, and I die under such circumstances that it is impossible
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to determine which of us survived, or if any such beneficiary
other than My wife shall fail to survive me for ninety days, it
shall be conclusively presumed and this Will shall be construed
as if such beneficiary, other than My Wife, predeceased me. If
My Wife and I die under such circumstances that it is impossible
to determine which of us survived, or if My Wife shall fail to
survive me for ninety days, it shall be conclusively presumed and
this Will shall be construed as if My Wife had survived me.
Sll.3 Whenever a discretionary distribution of net
income or principal is permitted pursuant to any trust created by
this Will, if such distribution may be made in whole or in part
to a person who is then a trustee of such trust, such person may
not participate in any way in the decision whether to make such
distribution. No Trustee who is under a legal obligation to
support a beneficiary of a trust created hereunder shall
participate in the exercise of any discretion granted to the
Trustee of that trust to distribute net income or principal in
discharge of that legal obligation. Furthermore, no Trustee
shall enter into any reciprocal arrangement with any other
Trustee for the purpose of indirectly exercising a power
prohibited hereunder.
Sll.4 Whenever the Executor or Trustee is directed to
distribute property to or for the benefit of any beneficiary who
is under (a) twenty-five years of age, or (b) a legal disability
or otherwise suffers from an illness or mental or physical
disability that would make distribution directly to such
beneficiary inappropriate (as determined in the Trustee's sole
discretion exercised in good faith), the Trustee may distribute
such property to the person who has custody of such beneficiary,
may apply such property for the benefit of such beneficiary, may
distribute such property to a custodian for such beneficiary,
whether then serving or selected and appointed by the Trustee
(including the Trustee), under any applicable Uniform Transfers
to Minors Act or Uniform Gifts to Minors Act, may distribute such
property directly to such beneficiary's estate, or may distribute
12 of 14
such property directly to such beneficiary (except if any of the
conditions hereinbefore described in (b) apply), without
liability on the part of the Trustee to see to the application of
such property. This provision shall not in any way operate to
suspend such beneficiary's absolute ownership of such property or
to prevent the absolute vesting thereof in such beneficiary.
Sll.5 Except as otherwise may be provided in this
Will, during the continuance of any of the trusts created under
the provisions of this Will, and thereafter until the property is
distributed to and received by an beneficiary hereunder, the
principal sums thus held in trust for any beneficiary,
respectively, and the income thereof shall not be subject to or
liable for any contracts, debts, engagements, liabilities or tort
of such beneficiary now or hereafter made, contracted, incurred
or committed, including, without limitation, attachment, levy and
seizure by any creditor, spouse, assignee, trustee or receiver in
bankruptcy, but shall be absolutely free from the same, and such
beneficiary shall have no power to sell, assign, anticipate, or
encumber all or any part of the principal sums of such
beneficiary's interests therein, respectively, or the income
thereof.
Sll.6 A corporate fiduciary shall be entitled to
receive compensation for its services hereunder in accordance
with its schedule in effect when the services are performed, but
not in excess of such compensation as would be provided by a
court of competent jurisdiction. An individual fiduciary shall
be entitled to receive reasonable compensation for such
fiduciary's services hereunder.
Sll.7 Notwithstanding any other provision of this
Will, upon the expiration of 21 years after the death of the last
survivor of my issue living at my death, the trusts created by
this will shall forthwith terminate and the trust property shall
be distributed to the beneficiary then entitled to the income of
the trust property or, if there is more than one beneficiary, to
the beneficiaries then entitled to the income of the trust
13 of 14
property in proportion to their respective interests therein or,
if such interests are not defined, in equal shares to such
beneficiaries.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this my Last will and Testament consisting of this and
the preceding thirteen (13) pages this '-\+~ day of January,
1996.
(
(SEAL)
JohQ.
signed sealed, published and declared by the above-
named John S. Trogner, Sr. as and for his last Will, in the
presence of us and each of us, who at his request and in his
presence and in the presence of each other, have hereunto
subscribed our names as witnesses thereto and the day and year
last above written.
ai~
Residing at j; t:J>-ekM Ldxe'
~~J~ P4/7C7.sr-
Residing at i.~ '-1 cft11./-LP~ J.
MI"vc~,i.~:c
Residing at
COMMONWEALTH OF PENNSYLVANIA
C 0"'\ bee \-and
SSe
COUNTY OF
I, John S. Trogner, Sr., the Testator whose name is
signed to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; and that I signed it
willingly and as my free and voluntary act for the purposes
therein expressed.
Sworn to or affirmed
S. Trogner, Sr., the Testator,
John
Expires:
NOTARIAL SEAL
. LISA M. LONG. Notary Public
City of Harnsburg, Dauphin County
Mv Commission Expires ADril 28. 1997
14 of 14
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~i...)r.'\bg.--,~d
SSe
We, ino-nc,,\ I ,( AJenqet and
~[) ?l. LA.-)e ,d..n-e--, the witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw the
Testator sign and execute the instrument as his Last Will; that
each subscribing witness, in the hearing and sight of the
Testator, signed the will as a witness; and that to the best of
our knowledge, the Testator was at that time 18 or more years of
age, of sound mind and under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me by
Ihr'lMC'-J L. f..,De.rq-?l and
~on ,::}. L.0e,rJ..n~ ,witnesses, this t-f+h day of January, 1996.
UJlltd~
tdt11
witness
~O- m ~C/n~
otary Public
My Commission Expires:
(SEAL)
C:\DAW\DOCUMENTS\JSTROGSR.WIl January 3, 1996
NOTARIAL SEAL
. LISA M. LONG. Notary Public
M CI~ of Harrisburg, Dauphin Coun~
Commission Ex ires A ril 28. 1997