HomeMy WebLinkAbout09-26-08s~ ,
15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 0797
ENTER DECEDENT INFORMATION BELOW
Social Securty Number Date of Death Date of Birth
06/02/2008 05/18/1918
Decedent's Last Name Suffix Decedent's First Name MI
Riegelmeier Dorothy M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
Gregory R. Reed, Esq rya
(717) 238-034_ ':-~ -
_> .:.~
Firm Name (If Applicable) t _~'
~zrt~lsERr~•~ti~ s
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-
,
First line of address '
_
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`_` _
3120 Parkview Lane -~
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Second line of address _
~_~ ••
C..;
City or Post Office State ZIP Code
Harrisburg PA 17111
Correspondent's a-mail address
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT OF PERS R ON BLE FOR G RETURN _ D E
_._~~.
----
AD RESS -- "
-~f.~.Q arlc.fie~., ~..eG ra.d'C, PA I~II1--
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058
15056051058
~~
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15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Dorothy M Riegelmeier
RECAPITULATION
1. Real estate (Schedule A) . ............................................ 1.
2. Stocks and Bonds (Schedule B) ....................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 190,282.36
6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested...... .. 7.
8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 190,282.36
9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 21,745.67
10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) .............. .. 10.
11. Total Deductions (total Lines 9 ~ 10) ................................. .. 11. 21,745.67
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 168,536.69
13. Charitable and Governmental Bequests7Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13. 144,483.02
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 24,053.67
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 15.
16. Amount of Line 14 taxable
at lineal rate X .0 _ 16.
17. Amount of Line 14 taxable
2
500
00
300
00
,
.
at sibling rate X .12 17. .
18. Amount of Line 14 taxable
21
67
553
3
233.05
,
.
at collateral rate X .15 1a ,
19. TAX DUE ....................................................... ..19. 3,533.05
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side 2
15056052059
,_ ,
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 os 0797
DECEDENT'S NAME
Dorothy M Riegelmeier
STREETADDRESS
328 Messiah Circle
CITY
Mechanicsburg
DECEDENT'S SOCIAL SECURITY NUMBER
187-16-1342
STATE
PA
17055
ZIP
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 3,533.05
2. Credits/Payments
A. Spousal Poverty Credit _
B. Prior Payments _
C. Discount
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total InteresUPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3,533.05
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 3,533.05
Make Check Payable to: REGISTER OF WILLS, 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 :................................................................................... ....... ^ ^x
b. retain the right to designate who shall use the property transferred or its income : ..................................... ....... ^
c. retain a reversionary interest; or ................................................................................................................... ....... ^
d. receive the promise for life of either payments, benefits or care? ............................................................... ....... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................................... ....... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ....... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................................................................................................. ....... ^ ^x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate impcsed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (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 zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing 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 child 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 child is zero (0) percent [72 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 four and one-half (4.5) percent, 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 decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE "E"
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF:
DOROTHY M. RIEGELMEIER
ITEM
NUMBER DESCRIPTION
1. Commonwealth Investments, as follows:
Pershing #73U-090179
American Equity #124956
Piedmont #521000847053
Wells II #521000847053
See copy of Commonwealth Investment
account statement attached hereto, marked
Exhibit "1" and incorporated herein by reference.
2. Developers Diversified Realty Corporation
21 shares @ $39.38
See copy of Stock Certificate and closing price
statement from Developers Diversified Realty
Corporation attached hereto, marked Exhibit " 2"
and incorporated herein by reference.
3. PNC Bank Account #5002026418
See copy of PNC Bank letter dated June 18, 2008
attached hereto, marked Exhibit " 3" and
incorporated herein by reference.
FILE NO.
VALUE AT DATE
OF DEATH
$ 96,119.89
33,199.06
20,950.00
4,050.00
826.98
1,111.13
4. First National Bank of Marysville
See copy of Cashier's Check to close checking
account and Certificate of Deposit attached hereto,
marked Exhibit "4" and incorporated herein by
reference.
5. First National Bank of Marysville
See copy of Interest Check 3062117 attached hereto,
marked Exhibit "4 and incorporated herein by
reference.
6. U.S. Treasury
See copies of checks dated June 20, 2008 (refund)
and June 28, 2008 (stimulus) attached hereto, marked
Exhibit "5 and incorporated herein by reference.
33,411.00
112.30
500.00
TOTALS $ 190,282.36
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF:
DOROTHY M. RIEGELMEIER
ITEM
NUMBER DESCRIPTION
A. Funeral Expenses:
1. Hetrick Funeral Home
2. Blue Ridge Memorial
B. Administrative Costs:
1. Personal Representative's Commissions
FILE NO.
21-08-0797
VALUE AT DATE
OF DEATH
2 Probate Fees
3 Messiah Village (Past Due Rent)
4. Vital Records (copy of death certificate)
6. Judy Peifer (Organist/Funeral)
7. Brookfield Bible Church (luncheon after funeral)
8. Messiah Village (Final rent bill)
9. East Pennsboro Ambulance Service (last illness)
10. Alert Pharmacy Services, Inc. (last illness)
11. Verizon (last bill)
12. Rev. Kenneth Stewart (officiate funeral)
13. Alert Pharmacy Services Inc. (last illness)
14. Hetrick Funeral Home (death certificates)
TOTAL
1908.46
405.00
6,000.00
74.00
11,079.37
9.00
75.00
100.00
1,740.00
46.00
136.82
3.52
75.00
31.50
$21,745.67
SCHEDULE "J"
BENEFICIARIES
ESTATE OF: FILE NO.
A. Taxable Bequests:
Rose Marcella Kugler Bender (Sister) 2,500.00
1900 Lauderdale Drive, Apt. B-105
Richard, VA 23238-3916
Mary Catherine Grubb Bartolet 500.00
9835 N. Citrus Ave.
Crystal River, FL 34428
John Wesley Grubb 500.00
1767 S West Leafy Road
Port St Lucie, FL 34953
Kenneth and Helen Fackler 1,000.00
5 Magnolia Lane
Palmyra, PA
Mary Jan Potts Fitch 500.00
P.O. Box 1421
Waldport, OR 97394
Edwin Lee Kugler 500.00
806 Northcrest Place
Morganton, West Virginia 26505-2626
Joanne Louise Kugler Hammond 500.00
1720 Wilson Avenue
Chambersburg, PA 17201
William Owen Kugler 500.00
6565 Baytree Road
Colorado Springs, CO 80923
William Baird Potts, IV 500.00
1266 Scobee Drive
Landedale, PA 19446
Reverend Kenneth Stewart 1,500.00
Calvary Monument Church
1660 Mine Road
Paradise, PA 17562
Ronda Lee Bender Tignor 500.00
322 Willway Drive
Manakin Sabot, VA 32103
Edward Harper Grubb, Jr. DECEASED
225 Tumbleweed Drive, Route 10 (Lapsed as per t:he
Box 318-30 Trust Agreement)
Winston-Salem, NC 27127
Williams Stevens Kugler DECEASED
214 Schoolhouse Apartments (Lapsed as per the
Duncannon, PA Trust Ageement)
Alma Ayling One-half (1/2%) percent of
Go Ye Village, Apartment 736 the residue
1201 West 4`" Street
Tahlequah, Oklahoma 74464
Dr. and Mrs. George Boutieller One (1%) percent of
1014 Salmon River Drive the residue
Monroe, NC 28110
Gladys Bowman One-half (1/2%) percent of
Go Ye Village, Apartment 736 the residue
1201 West 4t" Street
Tahlequah, Oklahoma 74464
Rick Ferrari One-half (1/2%) percent of
c/o Louis Ferrari the residue
5208 Locust Lane
Harrisburg, PA 17105
Carol Ferrari One-half (1/2%) percent of
c/o Louis Ferrari the residue
5208 Locust Lane
Harrisburg, PA 17105
Daniel and Joyce Frazeur Three (3%) percent of
12200 Mt. Pleasant Drive the residue
Laurel, MD 20708
Rev. and Mrs. Daren Ritchey One (1%) percent of
Grace Bible Church the residue
134 Logan Blvd.
Hollidaysburg, PA 16648
Mrs. Everett (Mina) Bachelder Two (2%) percent of
Box 655 the residue
Nome, Alaska 99762
Reverend Alan Harris One (1%) percent of
309 West 24th St. the residue
Connersville, Indiana 47331
B. Charitable Bequests:
BCM International Two (2%) percent of
309 Colonial Dr., Box 249 the residue
Akron, PA 17501-0249
Campsite Evangelism Two (2%) percent of
510 Third Street the residue
West Fairview, PA 17025
CAM International Four (4%) percent of
8625 La Prada Drive the residue
Dallas, TX 75228
Independent Faith Mission Eight (8%) percent
P.O. Box 7791 of the residue
Greensboro, NC 27417-0719
New Tribes Mission Two (2%) percent of
1001 East First Street the residue
Sanford, Florida 32771
Trans World Radio Two (2%) percent of
P.O. Box 8700 the residue
Cary, NC 27512-8700
Cross World Two (2%) percent of
P.O. Box 306 the residue
Bala-Cynwyd, PA 19004
Wycliffe Bible Translators Four (4%) percent of
Box 628200 the residue
11221 John Wycliffe Blvd.
Orlando, Fl 32862-8200
Old Time Gospel Hour, Inc. Twenty-one (21%) percent
Liberty University of the residue
1971 University Boulevard
Lynchburg, VA 24502
Brookfield Bible Church Ten (10%) percent of
3601 Brookfield Road the residue
Harrisburg, PA 17109
Child Evangelism Fellowship Two (2%) percent of
of Dauphin County, Inc. the residue
Harrisburg, PA 171 I2
Christian School of Harrisburg Six (6%) percent of
P.O. Box 6464 the residue
Harrisburg, PA 17112
Billy Graham Evangelistic Association Three (3%) percent of
P.O. Box 668129 the residue
Charlotte, NC 28266-8129
Patrick Henry Boys and Girls Plantation Two (2%) percent of
860 Red Hill Road the residue
P.O. Box 1398
Brookneal, Virginia 24528-9303
H.C.H. Missionary Partners One (1%) percent of
5940 Calvary Road the residue
Harrisburg, PA 17112
Harrisburg Bible Forum, Inc. Six (6%) percent of
Mt Lou San Bible Camp the residue
2200 Blue Mountain Parkway
Harrisburg, PA 17112
Baptist World Missionary Outreach Ministries, Inc. Two (2%) percent of
P.O. Box 3303 the residue
Chattanooga, Tennessee 37404
America's Keswick One (1%) percent of
Keswick Grove the residue
601 Route 530
Manchester Township, Whiting NJ 08759
Immanuel Ministries International, Inc. One (1%) percent of
Box 100052 the residue
Brooklyn, NY 11210-0052
Sermon and Song Ministries One (1%) percent of
P.O. Box 5400, Station B residue
Greenville, SC 29606
The Friends of Israel Gospel Ministry, Inc. One (1 %) percent of
P.O. Box 908 the residue
Bellmawr, NJ 08099
Every Home for Christ One (1%) percent of
P.O. Box 64000 the residue
Colorado Springs, Colorado 80962
Greater Harrisburg Youth for Christ One (1 %) percent of
1000 S. Eisenhower Blvd. the residue
Middletown, PA 17057-5505
Moody Bible Institute Two (2%) percent of
820 North La Salle Boulevard the residue
Chicago, Illinois 60610
Back to the Bible Two (2%) percent of
Box 82808 the residue
Lincoln, Nebraska 68501
Haven Ministries One (1%) percent of
P.O. Box 5100 the residue
Costa Mesa, CA 92628
~P,f4JYCec~'
650 Delp Road, Lancaster, PA 17601-3035
(717)399-8180 Fax (717)735-7027 1-800-789-7526
July 7, 2008
Gregory R. Reed
3120 Parkview Lane
Harrisburg, PA 17111
RE: Estate of Dorothy M. Riegelmeier
Dear Mr. Reed,
Below are the account values as of the date of death, June 6, 2008.
Pershing # 73U-090179 $ 96,119.89
American Equity # 124956 $ 33,199.06
Piedmont # 521000847053 $ 20,950.00
Wells II # 521000847053 $ 4,050.00
The trust did have one other account. They aze shares of stock symbol DDR -Developers
Diversified. There should be azound 30 shazes but I cannot get any info on it because the shares
are registered through National City Shareholder Services, 1-888-221-7289. The share price on
June 6 was $39.38. You will need to write a letter of inquiry stating you are the successor trustee
to the trust since the death of the second trustee and you would like to liquidate all shazes of
DDR. You can reference the social security number 187-16-1342 and address it to National City
Shazeholder Services, fax # 1-216-257-8508. This letter needs to be medallion signature
guaranteed.
I liquidated the Pershing account. When I checked today, there were dividend reinvested shares
in the account so I had to liquidate those. They should settle by Thursday, the 10~' so I can close
the account and send the proceeds by Friday to your address.
I have enclosed the paperwork for American Equity, Wells II. Please complete the forms and
forward to each company for processing.
Unfortunately, the Piedmont REIT has used all allocated redemption shazes for the year and will
not be offering redemptions until January 2009. Let me know if you would like to reregister the
shares or leave them as is. We will need to change the address at the very least. Call with any
questions.
Sincerely,
~~ ~ ~ G~
John R. McCoy, II
Registered Principal
Securities offered through Securities America, Inc., Member FINRA/SIPC, John McCoy and Teny Evearitt, Registered Representatives.
Commonwealth Investment Services and Securities America, Inc. are not affiliated.
Developers Diversified Realty Corporate Overview -Historical Price Lookup
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INVE570R RELATIONS
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Home Historical Price Lookup
Corporate Overview
Corporate Governance Interactive Stock Chart ~ Stock Quote ~ Historical Price Lookup ~ Investment Calculator
Executive Profiles
Symbol
Interactive Stock Chart
DDR (Common Stock)
Stock Quote
Analyst Page Lookup Date
Investor Relations Calendar June 06 2008
Frequently Asked Questions I Look Up
Press Releases
Earnings Estimates Results
Presentations Date Requested 06106/08
Audio Archives Closing Price $39.38
Financial Reports Volume 1,224,974
Emaii Alerts
Split Adjustment Factor 1.0000:1
Mail Request Open $41.13
SEC Filings Day's High $41.13
Dividend History Day's Low $39.35
NOTE: The Closing Price, Day's High.. Day's Low, and Day's Volume have been
adjusted to account for any stock splits and/or dividends which may have occurred for
this security since the date shown above. The Actual Price is not adjusted for splits or
dividends. The Split Adjustment Factor is a cumulative factor which encapsulates all
splits since the date shown above.
The closing price above is not necessarily indicative of future price performan•~e.
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The Thinking llehind The Moory
June 16, 2008
Gregory R Reed
Attorney at Law
3120 Parkview Ln
Harrisbwg, PA 171 l 1
RE: Dorothy M Riegelmeier
SSN: 187-16-1342
DOD: 06-06-2008
Dear Mr. Reed:
No. 6197 P, 1
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account # 5002026418 Established 01-03-2001
DOROTHY M RIEGELMEIER
DOD balance: $ 1, l 11.13 + 0.00 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-HANi~ (1-888-762-2265) or stop by your local PNC Hank brancb
office.
Since ly,
Lori A Robertson
1-800-762-1775
P7-PFSC-04-F
500 First Ave
Pittsburgh, PA 15219 Member FDIC
Page 1 of 1
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REMITTER
t^P:7SF. MM *,f~T~f+D
atio~a
W CYryn' MaryMlle, PA 17063-0017
DATE
JUNE 19, 2008
104863
80-1239/313
010008
PAY TO THE
ORDER OF RAYMOND .c^ AND DORO't^:iY M ^,ItsGELMEIER RED%Ol^i~BLE LIVIN'-' 'I'RUS`^******~ ~ 3~ , 411.00
THIS DOCUMENT HAS A MICR6PgINT SIGNATURE LINE, WATERMARK AND A THERMOCHROMIC ICON; ABSENCE OF THESE FEATURES WILL INDICATE A COP DOLLARS ®,a„"fi0i0„a..~.
CASHIER'S CHECK
~~ ~
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of aMatlrymlt~a MARYSVILLE, PA 17053-0017 c
DATE ~ AMOUNT
a
INTEREST CHECK 3062117 2/26/08 $******112.30 ~
ONE HUNDRED TWELVE DOLLARS AND 30 CENTS ;~
PAY
TO THE Ra and F 'Rie elmeier INTEREST CHECK -
ORDER ~ g
of Dorothy M Riegelmeier Rev Liv ~
Trst D M Riegelemeier Trustee ~'
328 Messiah Circle
Mechanicsburg PA 17055-8620 ~~~~-~ ~~ Me
II'023L7311' ~:03L3i2398~: OL~~~004~~~911'
FIRST NATIONAL BANK OF MARYSVILLE 2 317 3
MARYSVILLE, PA 17053-0017
Raymond F Riegelmeier CHECK DATE 2/26/08
Dorothy M Riegelmeier Rev Liv
Trst D M Riegelemeier Trustee
328 Messiah Circle
Mechanicsburg PA 17055-8620 3062117
~~~
INT. RATE 4.4000 BALANCE 30,000.00 INTEREST PAID MONTHLY
MATURITY DATE 8/26/12
CHECK AMOUNT 112.30
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LAST WILL AND TESTAMENT
I, DOROTHY M. RIEGELMEIER, currently residing at 4400 Berkle
Street, Harrisburg, Dauphin County, Pennsylvania, and being of y!
sound mind and memory, do hereby make, declare, and publish this
to be my Last Will and Testament, hereby revoking any and all Wills
and Codicils heretofore made by me.
ITEM I. q y
I re uest that all m last expenses be
~- paid out
of my estate, including federal, state or income taxes. All
i
mortgaged real estate shall continue to be paid in installments.
All other debts are to be paid as soon as practicable after my
decease.
ITEM II. All the rest, residue, and remainder of my
estate, both real and personal, or mixed, of every kind and
description, wheresoever situated which I may own or have the
right to dispose of at the time of my decease, I give, devise,
and bequeath to my husband, Raymond F. Riegelmeier, also known as
Ray F. Riegelmeier, to be his absolutely and in fee simple.
ITEM III. In the event my said husband should predecease me,
or fail to survive me by a period of thirty (30) days, then,
in that event, I give, devise and bequeath the rest, residue,
and remainder of my estate to the RAYMOND F. AND DOROTHY M. RIEGEL
MEIER REVOCABLE LIVING TRUST.
ITEM IV. I name my hereinbefore named husband as Executor
under this Will and I direct that no bond or other security shall
be required of my Executor in any jurisdiction. Should my said
husband die before my death, renounce or refuse to serve for any
reason, or die leaving any of my estate unadministered, I nominate
and appoint Old-Time Gospel Hour, a Virginia nonstock, nonprofit
corporation located in Lynchburg, Virginia 24514, and Dauphin
Deposit Bank and Trust Company of Harrisburg, Pennsylvania, as
substitute Co-Executors with the same powers as are given herein
to my Executor, and also without the filing of any bond.
I~ COMMONWEALTH OF PENNSYLVANIA ) f
CITY/COUNTY OF L)~cu• ', . ) To wit;
j a e Before me, the undersigned auto y, on t I
Pp ared DOROT Y M. RIEGELMEIER, `:« orit his da '
G~u~ s ~e f G-. / Y personally I
~~t'r^ .sryi and Cszr~j~rr•~ i
known to me to be the Testatrix and the wit„AC~
whose names are signed to the attached or foregoin respectivel
and, all of these persons bein b Yr
RIEGELMEIER, the Testatrix, declaredetolmetandlto g Instrument
y sworn, DOROTHY M.~
my presence that said instrument is her Last Will and Testament Inl
and that she had willingly signed or directed another to si n the
same for her, and executed it in the g
her free and voluntary act for the presence of said witnesses asj
that said witnesses stated before meuthatethehforegoingrWilldwas
executed and acknowledged by the Testatrix as her Last Will and
Testament and in the presence of said witnesses, who, in her
presence and at her request, and in the presence of each other,
did subscribe their names thereto as attesting witnesses on the
day of the date of said Will, and that the Testatrix, at the time j
of the execution of said Will, was over the age of eighteen (18)
years and of sound and disposing mind and memory. '
Li1C55
Subscribed, sworn, and acknowledged before me by DOROTHY M.
RIE ELMEIER, th/e Testatrix, subscribed and sworn to before me by
~ ~ ~ . ~ `C, l dry. y .. ~7F //
and _ _ ~ ~`
of ~~ , witnes s, this ~~_ day
~' . ,~ 982.
(SEAL)
Notary Public
My commission expires:
Helen K. Kirk, htOTdRY PLSLIC
My Commission Expires Daember 18, 1934
Harrisburg, PA Dauphin Coun(y
This document prepared by:
Charles G. Lowry
Attorney at Law
2220 Langhorne Road
Lynchburg, Virginia 24501
- 3 -
DOROTHY IEGF. .naFr p~{~----
SECOND AMENDMENT
to the
RAYMOND F. AND DOROTHY M. RIEGELMEIER
REVOCABLE LIVING TRUST
Dated:
The Grantor of said trust, DOR M. RIEGELMEIER, hereby makes this
Second Amendment to that certain trust agreement dated July 16, 1982 and designated as
the RAYMOND F. AND DOROTHY M. RIEGELMEIER REVOCABLE LIVING
TRUST.
The First Amendment to the aforementioned trust is hereby omitted in its entirety.
All of that language appearing in Articles 1.6.B, and 1.7, on pages two, three, four,
five and six (2-6) of the aforementioned Trust is hereby omitted in their entirety and
the following ARTICLE 1.7 is to be included in place of and instead of the
aforementioned ARTICLE 1.7.
A: After the death of both GRANTORS, Rose Marcella Kugler Bender, whose address is
1805 State Road, Duncannon, Pennsylvania 17020, and whose phone number is (717)
834-4177, is hereby authorized to promptly enter my premises and remove all articles of
clothing, all linens, all bed-clothes and mattresses, all files with filing cabinets, all items in
all drawers and closets, and all personal Bibles from the premises without cost to her. She
is to dispose of these items as she wishes. She shall proceed with this work promptly and
submit a list thereof to The Old Time Gospel Hour. This work shall be completed within
sixty (60) days after the death of the second GRANTOR (This list shall NOT include
items in the house which are marked underneath with certain names. These are gifts to the
persons so named, and they are to be notified to come promptly to the house to pick them
up. The contents so marked shaft coincide with the list that is included in Schedule A of
the Trust.)
For these services, Mrs. Bender shall be paid One Thousand Dollars ($1,000.00) by the
SUCCESSOR TRUSTEE upon the completion of her work.
B: After the payment for these services, and the payment of any debts, taxes, or other charges
attributable to the trust estate, the remainder of the trust estate then remaining, together
with any accumulated and unexpended income, shall be distributed as herein set forth:
1. To William Stevens Kugler, 214 Schoolhouse Apartments, Broad and
Church Streets, Duncannon, Pennsylvania 17020, $1,500.00;
2. To Reverend Kenneth Stewart, 1662 Mine Road, Paradise, Pennsylvania 17562,
1,500.00.
3. To Rose Marcella Kugler Bender, 1805 State Road, Duncannon, Pennsylvania
17020, $1,500.00;
4. To William Owen Kugler, 522 Shikelimo Lane, Lewisburg, Pennsylvania 17837,
$500.00;
5. To Mary Jane Potts Fitch, 6 Sombra Court, Santa Fe, New Mexico 87505,
$500.00;
6. To William Baird Potts IV, 1266 Scobee Drive, Landsdale, Pennsylvania 19446,
$500.00;
7. To Edward Harper Grubb, Jr., 225 Tumbleweed Drive, Route 10, Box 318-30,
Winston-Salem, North Carolina 27127, $500.00;
8. To Mary Catherine Grubb Bartolet, P. O. Box 7432, North Port, Florida 34287,
$500.00;
9. To John Wesley Grubb, 12141 Dorado Drive, North Port, Florida 34287,
$500.00;
10. To Edwin Lee Kugler, 806 Northcrest Place, Morgantown, West Virginia 26505,
$500.00;
11. To Joanne Louise Kugler Hammond, 1720 Wilson Avenue, Charnbersburg,
Pennsylvania 17201, $500.00;
12. To Rhonda Lee Bender Roane, 10279 Fenholloway Drive, Mechanicsville,
Virginia 23116, $500.00;
13. To Kenneth and Helen Fackler, 1232 Syner Road, Annville, Pennsylvania 17003,
$1,000.00.
If any individual named herein as a recipient of a distribution shall predecease SECOND
GRANTOR, or if any organization is no longer existing as an active mission in the Lord's
work, the stated distribution shall lapse and be added to the principal of the trust estate.
C: After the distributions named in "B" have been made, the rest, residue and remainder of
the trust estate shall be distributed to the Christian organizations and ministries named
below, in the percentages as indicated. Checks for individuals are to be made to their
Mission Boards with the phrase, "For the Work Account of (give individual's name)."
2
Two percent (2%) thereof to Mrs. Everett Bachelder, Box 655, Nome, Alaska
99762;
2. Two percent (2%) thereof to Bible Club Movement, Inc., 237 Fairfield Avenue,
Upper Darby, Pennsylvania 19082, for the support of Chuck Powers.
3. Three percent (3%) thereof to Billy Graham Evangelistic Association, Box 779,
Minneapolis, Minnesota 55440-0779;
4. Ten percent (10%) thereof to Brookfield Bible Church, Brookfield Road at
Thirty-Sixth Street, Harrisburg, Pennsylvania 17109;
5. Two percent (2%) thereof to Campsite Evangelism, Harrisburg, Pennsylvania
17105, for the support of missionary Paul Portzline;
6. Four percent (4%) thereof to CAM International, 8625 La Prada Drive, Dallas
Texas 75228, with two percent (2%) for the support of Dr. Paul Lowery and two
percent (2%) for the support of Rev. Michael Stephenson.
7. Two percent (2%) thereof to Child Evangelism Fellowship of Dauphin County,
Inc., Post Office Box 6129, Hamsburg, Pennsylvania 17112;
8. Six percent (6%) thereof to Christian School Association of Harrisburg,
Post Office Box 6464, Harrisburg, Pennsylvania 17112;
9. Three percent (3%} thereof to Camp Joy-El, 3741 Joy-El Drive, Greencastle,
Pennsylvania 17225, for missionary support of Daniel Frazeur;
10. One-half percent (1/2%) thereof to Gladys Bowman, and one-half percent (I/2%)
thereof to Alma Ayling, both of whom reside at Go Ye Village, Apartment 736,
1205West 4 Street, Tahlequah, Oklahoma 74464;
11. Two percent (2%) thereof to Patrick Henry Boys and Girls Plantation, Route 2,
Box 125, Brookneal, Vuginia 24528-9303;
12. One percent (1 %) thereof to H.C.H. Missionary Partners, 5940 Calvary Road,
Harrisburg, Pennsylvania 17112;
13. Six percent (6%) thereof to Harrisburg Bible Forum, 2200 Blue Mountain
Parkway, Harrisburg, Pennsylvania 17112;
14. Two percent (2%) thereof to World 1Vfissionary Outreach Ministries, Inc., Post
Office Box 3303, Chattanooga, Tennessee 37404.
15. Eight percent (8%) thereof to Independent Faith Mission, Post Office Box 7791,
3
Greensboro, North Carolina 27417, with two percent (2%) for Darrell Champlin;
two percent (2%) for Mark Grings; two percent (2%) for Robert Marsh, and two
percent (2%) for the mission office;
16. One percent (1%) thereof to America's Keswick, Keswick Grove, Whiting, New
Jersey 08759;
17. One percent (1%) thereof to Message to Israel, Inc., Box 100052, Brooklyn, New
York 1 1 2 1 0-000 1;
18. Two percent (2%) thereof to New Tribes Mission, Sanford, Florida 32771, for the
missionary support of Hudson Taylor;
19. One percent (1%) thereof to Sermon and Song, Inc., Post Office Box 5400,
Greenville, South Carolina 29606;
20. One percent (1%) thereof to The Friends of Israel Gospel Ministry, Inc., Post
Office Box 908, Bellmawr, New Jersey 08099;
21. One percent (1%) thereof to Every Home for Christ, Post Office Box 35930,
Colorado Springs, Colorado 80935-3593;
22. Two percent (2%) thereof to Trans World Radio, Post Office Box 8700, Cary,
North Carolina 27512-8700, for George Zensen;
23. Two percent (2%) thereof to Unevangelized Fields 1VTission, Post Office Box 306,
Bala-Cynwyd, Pennsylvania 19004, for the missionary support of Robert
Hawkins;
24. Four percent (4%) thereof to Wickliffe Bible Translators, Inc., Post Office Box
2727, Huntington Beach, California 92647, with two percent (2%) for John Bush
and two percent (2%) for Paul Duffey;
25. One percent (1%) thereof to Greater Harrisburg youth for Christ, Post Office
Box 941, Harrisburg, Pennsylvania 17108;
26. Twenty-one percent (21 %) thereof to the Old Time Gospel Hour, Inc., a nan-
stock, non-profit corporation located in Lynchburg, Virginia 24506, to be used for
its general purposes;
27. Two percent (2%) thereof to Moody Bible Institute, 820 North La Salle
Boulevard, Chicago, Illinois 60610;
28. Two percent (2%) thereof to Good News Broadcasting Association (Back to the
Bible), Box 82808, Lincoln, Nebraska 68501-2808;
4
29. One percent (1 %) thereof to Haven Ministries, Post Office Box 5100, Costa
Mesa, California 92628;
30. One percent (1%) thereof to Dr. & Mrs. George Boutieller, 1216 Barley Corn
Square, Harrisburg, Pennsylvania 17112;
31. One percent (1 %) thereof to Reverend and Mrs. Daren Ritchey, 6107 Springford
Drive, Apartment R-3, Harrisburg, Pennsylvania 1711 l;
32. One percent (1%) thereof to Rick and Carol Ferrari, c% Louis Ferrari, 5208
Locust Lane, Harrisburg, Pennsylvania 17105;
33. One percent (1%) thereof to Reverend Alan Harris, 309 West 24~' Street,
Connersville, Indiana 47331.
If any organization named herein as a recipient of a distribution is no longer existing as an
active mission in the Lord's work, the stated distribution shall lapse and be added to
the principal of the trust estate.
D: After the payment of all obligations and distributions, if there is a cash balance for
whatsoever reason, it shall be divided equally between the Harrisburg Bible Forum
and the Christian School Association of Harrisburg. Their addresses are provided
elsewhere in this document.
E: The SUCCESSOR TRUSTEE shall make a complete distribution of the entire trust estate
within one (1) year after the death of both GRANTORS. The only cause for an extension
of time over and above the one-year period will be due to the a
extraordinary and quite unusual circumstance. The major thrust shall be to makes speedy
settlement.
The RAYMOND F. AND DOROTHY M. RIEGELMElER REVOCABLE LIVIlVG
TRUST dated July 16, 1982, is in all other respects reaffirmed as originally set forth.
IN WITNESS WHEREOF, the GRANTOR and the TRUSTEE have executed this
Agreement.
~ to o~ ~~~ GrLt~l
5
~ ,
DOROTHY . RIE IER, GRANTOR
,~
~ O U c~
ate of F~ ecution
CONIMONWEALT'H OF PENNSYLVAMA
CITY/COUNTY OF ~;,, ~„ b r ,• 1 u.~ ~
~)
DOROTHY . RIEGE IER TRUS E
To-wit
The foregoing SECOND AMENDMENT TO THE RAYMOND F AND DOROTHY M.
RIEGELMEIER REVOCABLE LIVING TRUST was acknowledged before me by DOROTHY M.
RIEGELMEIER, both as GRANTOR and TRUSTEE, this /~' day of ~:~. ice, 2001.
--~~
NOTARY P LIC
(SEAL)
My Commission Expires: /Z /3 i~ 2 c~a
Notartat seat
M. Mkw11~, Notary PuWlc
~~ ~~- E Curr~~ County
~I-es Dec. 31, 2001
Member, PennsyNanla
Assocwtlon of Notaries
6
(This list may not be used to transfer money, bank accounts, stocks, or any interest in real property. )
PF.R~(7NAi. PRnPFRTV (f n~t'~1
DF.CC'RTPTT(~N QF TTF1~i nF PF.RSnN Tn WHnA~ TT TS Tn RF
TANC'rTRT.F PFR4(~NAT PR(~PFRTY DTfiTRTRiTTFT)
RAYMOND F, AND DOROTHY M. RIEGELMEIER
REVOCABLE LIVING TRUST
THIS TRUST AGREEMENT is made this ~ (~-`~ day of J U Ly
1982, between RAYMOND F. RIEGELMEIER, also known as RAY F. RIEGEL-~
MEIER, and DOROTHY M. RIEGELMEIER, as "GRANTORS", and RAYMOND F.
RIEGELMEIER and DOROTHY M. RIEGELMEIER, either of which may act
with full authority as "TRUSTEE", In the event the TRUSTEE shall b
at any time unable to serve or shall resign, then, in that event,
the SUCCESSOR TRUSTEE shall be OLD-TIME GOSPEL HOUR, a Virginia
nonstock, nonprofit corporation located in Lynchburg, Virginia
24514.
By execution of this agreement the GRANTORS transfer to the
TRUSTEE the property described in Schedule A and the TRUSTEE
accepts such property as the initial trust estate. The TRUSTEE
shall hold and dispose of the trust estate upon the terms of the
trust set forth in this agreement. Part One disposes of the trust
estate; Part Two contains definitions, powers of the TRUSTEE and
other formal provisions.
PART ONE: DISPOSITION OF TRUST ESTATE
ARTICLE l.l: NAME AND JURISDICTION. This trust shall be known as'
the RAYMOND F. AND DOROTHY M. RIEGELMEIER REVOCABLE
LIVING TRUST and shall be governed by the laws of the Commonwealth
of Pennsylvania. At such time as the SUCCESSOR TRUSTEE shall assum
the administration of this trust, the laws of the Commonwealth of
irginia shall govern.
ARTICLE 1,2: REVOCABLE LIVING TRUST. This agreement may be amend
ed from time to time and may be revoked partially or
fully by RAYMOND F. RIEGELMEIER and DOROTHY M. RIEGELMEIER, jointly,
by a writing delivered to the TRUSTEE, which shall specify the ter
of such amendment or revocation. In the event of the death of both
RAYMOND F. RIEGELMEIER and DOROTHY M. RIEGELMEIER, this trust shall
become irrevocable. No amendment shall increase the duties and
responsibilities of the TRUSTEE without its consent.
ARTICLE 1.3: TRUSTEE'S BASIC DUTIES. During the term of. the tru
the TRUSTEE shall hold, manage, invest and reinvest
the trust estate, collect the income and profits from it, pay the
necessary expenses of trust administration and distribute the net
income and principal as provided in this PART ONE.
ARTICLE 1.4: DISPOSITION DURING LIFETIME OF GRANTORS
1: INCOME. The net income, if any, shall be paid to the
GRANTORS jointly, in convenient installments, at least
quarterly. Provisions are hereinafter set forth as to
distribution of income after the death of one of the
GRANTORS.
2: PRINCIPAL. The principal shall be disposed of as the
GRANTORS, jointly, may direct from time to time. However
in the event that either GRANTOR shall become incapacita-
ted, the TRUSTEE may, while the incapacity continues,
apply such amount or amounts of the net income or princi-
pal toward the health, welfare, comfort, support and
maintenance of both GRANTORS as the TRUSTEE may determine
to be necessary.
TICLE 1.5: NOTIFICATION, The TRUSTEE shall immediately be
notified in writing of the death of either GRANTOR,
less the TRUSTEE is notified in writing of a change of address,
y distributions made to the GRANTORS, or the survivor ~f them,
y be sent to the following address:
TICLE 1.6:
4400 Berkley Street
Farrisburg, Pennsylvania 17109
DISPOSITION UPON DEATH OF FIRST GRANTOR.
l: A. Upon the death of RAYMOND F. RIEGELMEIER, whether it
occurs before or after the death of DOROTHY DZ. RTEGELMEIE
the remaining TRUSTEE shall make the following distribu-
tions from the trust estate:
1. The Old-Time Gospel Hour, a nonstock, nonprofit cor-
poration, located iri Lynchburg, Virginia 24514,
$7,500.00;
2. James Robison Evangelistic Association, Post Office
Box 1849, Fort Worth, Texas 76118, $1,500.00;
3. Harrisburg Bible Forum, 2200 Blue Mountain Parkway,
Harrisburg, Pennsylvania 17112, $500.00;
4. Christian School Association of Greater Harrisburg,
Post Office Box 6010, Harrisburg, Pennsylvania 17112
$500.00;
5. The Rev. J. Howard Burtner Family, Post Office Box
129, Middletown, Pennsylvania 17057, $500.00;
6. The Ken Stewart Family, 901 Eden Road, Box 136,
Lancaster, Pennsylvania 17601, $500.00;
7. The John Elmer Jayme Family, 7444 North Silver Lake
Drive, Leesburg, Florida 32748, $500.00;
8. Dorothy Jayme Florence Family, 308 Rosslyn Road,
Rosslyn Farms, Carnegie, Pennsylvania 15106, $500.00
If any individual named herein as a recipient of a
distribution shall predecease him, or if any organization,
is no longer existing as an active mission in the Lord's
work, the stated distribution shall lapse and be added to
the principal of the trust estate.
B. Upon the death of DOROTHY M. RIEGELMEIER, whether it
occurs before or after the death of RAYMOND F. RIEGELMEIE
the remaining TRUSTEE shall make the following distribu-
tions from the trust estate:
1. To William Stevens Kugler, 214 Schoolhouse Apartments
Broad and Church Streets, Duncannon, Pennsylvania
17020, $1,500.00;
2. To Mary Alice Kugler Potts, 201 Jefferson Blvd.,
Lincoln Park, Reading, Pennsylvania 19609, $.1,500.00
3. To Sara Elizabeth Kugler Rinehart, 101 Hedgecock Ave-
nue, Apartment C, Winston-Salem, North Carolina
27104, $1,500.00;
.,
- 2 -
4. To Charles Wesley Kugler, 311 West Main Street, New
Bloomfield., Pennsylvania 17068, $1,500.00;
5. To Rose Marcella Kugler Bender, R 3, Box 1110, Dun-
cannon, Pennsylvania ]_7020, $1,500.00;
6. To William. Owen Kugler, 5 Hillside Drive, New City,
New York 10956, $500.00;
7. To Mary Jane Potts Fitch, 3015 North Desert Drive,
Tucson, Arizona 85712, $500.00;
8. To William Baird Potts, III, 9304 North west 80th
Terrace, Parkville, Missouri 64152, $500.00;
9. To Edward Harper Grubb, Jr., 2648 London Lane,
Winston-Salem, North Carolina 27103, $500.00;
10. Mary Catherine Grubb Bartolet, 448 M Street, Harris-
burg, Pennsylvania 17112, $500.00;
11. To John Wesley Grubb, 7346 Jonestown Road, Harrisburc
Pennsylvania 17112, $500.00;
12. To Edwin Lee Kugler, 58 Tall Oaks DrivE, Summit, New
Jersey 07901, $500.00;
13. To Joanne Louise Kugler Hammond, 1720 Wilson Avenue,
Chambersburg, Pennsylvania 17201, $500.00;
14. To Ronda Lee Bender Roane, 2721 Fenholloway Drive,
Mechanicsville, Virginia 23111, $500.00.
If any individual named herein as a recipient. of a
distribution shall predecease her or if any organization
is no longer existing as an. active mission in the Lord's
work, the stated distribution shall lapse and be added to
the principal of the trust estate.
ICLE 1.7: DISPOSITION UPON DEATH OF SECOND GRANTOR
1: After the death of both GRANTORS, Rose Marcella
Kugler Bender, whose address is R3, Box 110, Duncannon,
Pennsylvania 17020, and whose phone number is (717) 834-
4177, is hereby authorized to promptly enter the premises
at 4400 Berkley Street, Harrisburg, Pennsylvania, and
remove all articles of clothing, all linens, all bed-
clothes and mattresses, all files with the filing cabinet
all items in all drawers and closets and all personal
Bibles from the premises without cost to her. She is to
dispose of these items as she wishes. She is also to
clean the house and prepare the contents for public sale,
which includes the itemization of the contents. She
shall proceed with this work promptly and submit a list
thereof to The Old-Time Gospel Hour. This work shall be
completed within sixty (60) days ,after the death of the
second GRANTOR. (This listing shall NOT include items in
the house which are marked underne:~th with certain names.
These are gifts to the persons so named, and they are to
be notified to come promptly to the house to pick them up
The contents so marked shall coincide with the list which
is included in Schedule A of the Trust).
For these services, Mrs. Bender shall be paid One
Thousand Dollars ($1,000.00) by the SUCCESSOR TRUSTEE
upon the completion of her work.
- 3 -
In the event that r1rs. Bender cannot perform the
duties specified herein, Mrs, Dan (Joyce-) Frazeur is
hereby appointed to serve under exactly the same provi-
sions. Her address is Mt. Lou-San Bible Camp, 2200 Blue
Fountain Parkway, Harrisburg, Pennsylvania 17112. Her
phone number is (717) 652-7639.
2: After all the distributions designated in ARTICLE 1:6
have been made, the trust estate then remaining, together
with any accumulated and unexpended income, (after the
payment of any debts, taxes, or other charges attributabl
to the trust) shall be distributed as herein set forth:
A. The entire library of Christian literature, including
books, pamphlets, tracts, magazines and tapes, but not
including personal Bibles, to be distributed to Dr. Georg
Amiel Boutieller, 1216 Barley Corn Square, Harrisburg,
Pennsylvania 17112, in the event that he is still Pastor
of the Brookfield Bible Church in Harrisburg; otherwise,
this gift is to be made to the Brookfield Bible Church
for its library.
B. The following Christian organizations and ministries
are to receive all the rest, residue and remainder of the
trust estate. Checks for individuals are to be made to
their Mission Boards with the phrase, "For the Work Acco t
of (give individual's name)." The distributions by per-
centages are as follows:
1. Two percent (2%) thereof to Rev. Everett Bacheld~er
Box 655, Nome, Alaska 99762; II
2. Two percent (2%) thereof to Bible Club Movement,
Inc., 237 Fairfield Avenue, Upper Darby, Pennsyl
vania 19082, for the support of missionary John
Van der Wal;
3. Two percent (2%) thereof to Billy Graham Evangel
istic Association, Box 779, Minneapolis, Minne-
sota 55472;
4. Ten percent (10%) thereof to Brookfield Bible
Church, Brookfield Road at Thirty-sixth Street,
Harrisburg, Pennsylvania 17109;
5. Two percent (2%) thereof to Campsite Evangelism,
Box 1826, Harrisburg, Pennsylvania 17105, for
the support of missionary Paul Portzline;
6. Four percent (4%) thereof to CAM International,
8625 La Prada Drive, Dallas, Texas 75228, with
two percent (2%) for the support of Dr. :Paul
Lowery and two percent (2%) for Rev. Michael
Stephenson;
7. Two percent (2%) thereof to Child Evangelism
Fellowship of Dauphin County, Inc., Post Office
Box 1822, Harrisburg, Pennsylvania 17105;
8. Six percent (6%) thereof to Christian School of
Harrisburg, Post Office Box 6010, Linglestown,
Harrisburg, Pennsylvania 17112;
9. Two percent (2%) thereof to Dan Frazeur, Mt.
Lou-San Bible Camp, 2200 Blue Mountain Parkway,
Harrisburg, Pennsylvania 17112;
- 4 -
10. One percent (1%) thereof to Gladys Bowman, Box
45, Route 4, Stillwell, Oklahoma 74960. She is
now serving with the GO YE Mission. H~~r check
should be mailed to the above address. She is
to receive this share even though she may be
retired from active duty with the mission;
11. Two percent (2%) thereof to Greater Europe
Mission, Post Office Box 668, Wheaton, Illinois
60187, for the support of missionary John Rudy;
12. Two percent (20) thereof to Rev. William B.
Haken, 5940 Calvary Road, Harrisburg, Pennsyl-
vania 17112;
13. Six percent (60) thereof to Harrisburg Bible
Forum, 2200 Blue Mountain Parkway, Harrisburg,
Pennsylvania 17112;
14. One percent (1%) thereof to H.O.P.E. Bible
Mission, Inc., Post Office Box 161M Morristown,
New Jersey 07960;
15. Eight percent (8g) thereof to Independent Faith
Mission, Post Office Box 7791, Greensboro,
North Carolina 27407, with two percent (2~)
for Darrell Champlin, two percent (2~) for Mark
firings, two percent (2$) for Barbara Long, and
two percent (2~) for the mission office;
16. Six percent (60) thereof to James Robison
Evangelistic Association, Post Office Box 18489
Fort Worth, Texas 76118;
17. Two percent (2$) thereof to John Hailey Crusade ,
Inc., Post Office Box 852, Breton Woods, New Je -
sey 08723;
18. Two percent (20) thereof to Rev. Bob Manderson,
Post Office Box 5 223, Clearwater, Florida;
19. One percent (1%) thereof to Message to Israel,
Inc., Box 31, Pat chogue, Long Island, New York
11772;
20. Two percent (2%) thereof to New Tribes Mission,
Sanford, Florida 32771, for the missionary
support of Hudson Taylor;
21. Two percent (2~) thereof to Sermon and Song,
Inc., Post Office Box 540 0, Greenville, South
Carolina 29606;
22. Two percent (20) thereof to Peter Cowles, SIM
Missionary, care of Rev. William B. Haken,
2200 Blue Mountain Parkway, Harrisburg, Pennsyl
vania 17112;
23. One percent (l~) thereof to The Friends of
Israel Gospel Ministry, Inc., Post Office Box
123, West Collingswood, New Jersey 08107;
24. One percent (lg) thereof to The Conversion
Center, Inc., Post Office Box 7371, Burbank,
California 91510;
- 5 -
25. Two percent (2 g} thereof to Trans World Radio,
560 Pain Street, Chatham, New Jersey 07928,
for the missionary support of George Zensen;
26. Two percent (20) thereof to Unevangelized Field
Mission, Post Office Box 306, Bala-Cynwyd,
Pennsylvania 19004, for the missionary support
of Robert Hawkins;
27. Six percent (6%) thereof to 49ycliffe Bible
Translators, Inc., Post Office Box 2702, Hunt-
ington Beach, California 92647, with two per-
cent (2%) for John Bush, two percent (20) for
Paul Duffey, and two percent (20) for Paul Hak
28. One percent (10) thereof to Greater I-Iarrisburg
Youth for Christ, Post Office Box 941, Harris-
burg, Pennsylvania 17108;
29. Eighteen percent (18~) thereof to the Old-Time
Gospel Hour, Inc., Lynchburg, Virginia 24514.
If any organization named herein as a recipient of
a distribution is no longer existing as an active mission
in the Lord's work, the stated distribution shall lapse
and be added to the principal of the trust estate. If
any missionary named herein is no longer an active,
supported missionary, the stated distribution shall lapse
and be added to the residue of the estate.
3: After the payment of all obligations and distributions,
if there is a cash balance for whatever reason, it shall
be divided equally between the Harrisburg Bible Forum
and the Christian School Association of Harrisburg. Thei:
addresses are provided elsewhere in this document.
4: The SUCCESSOR TRUSTEE shall make a complete distribution
of the entire trust estate within one (1) year after the
death of both GRANTORS. The only cause for an extension
of time over and above the one-year period will be due to
the appearance of some very extraordinary and quite unusu•
al circumstance. The major thrust shall be to make a
speedy settlement.
PART TWO: FORMAL PROVISIONS
ARTICLE 2.1: DEFINITIONS.
l: TRUSTEE. The word "trustee" shall refer to the original
TRUSTEE and also to the SUCCESSOR TRUSTEE. The SUCCESSOR
TRUSTEE shall have the same powers, authorities, obliga-
tions and limitations as the ORIGINAL TRUSTEE.
2: TRUST ESTATE. The trust estate shall consist of the
property described in Scedule A and any other property
which may be added to the trust estate by any person, by
Will or otherwise, and any income on such property.
3: NET INCOME. Net income means gross income received by
the TRUSTEE with respect to the trust estate less any
expenses of whatever nature which are reasonably .incurred
with respect to the trust estate.
ARTICLE 2.2: ADDITION TO THE TRUST. The GRANTORS may add to the
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trust by deed, Will, insurance beneficiary provision
otherwise. With the written approval of the TRUSTEE, other
rsons may add to the trust.
RTICLE 2.3: DEATH TAXES AND EXPENSES ATTRIBUTABLE TO THIS TRUST.
Unless the Will of the GRANTOR directs otherwise,
the TRUSTEE shall provide for payment of death taxes and probate
xpenses, if any, to the extent assets of this trust increase such
taxes and expenses above that which have been imposed had these
trust assets not been included in the estate of the GRANTOR. Such
ayment may be made to the personal representative of the domicilia
robate estate of the GRANTOR.
ARTICLE 2.4: THE TRUSTEESHIP.
1: COMPENSATION. The TRUSTEE shall not be entitled to
compensation for services, but shall be entitled to re-
imbursement for expenses reasonably incurred in the ad-
ministration of the trust estate. If the SUCCESSOR
TRUSTEE assumes the administration of this trust, said
SUCCESSOR TRUSTEE shall receive compensation for services
rendered under this agreement in the amount of one percen
(10) per annum of the fair market value of the income-
producing assets of the trust, valued and assessed annual y
as of the first day of the taxable year.
2: BOND. No bond or surety on bond shall be required from
any TRUSTEE. i
3: WAIVER OF ACCOUNTING. No TRUSTEE need examine the accoun
records and acts of any previous TRUSTEE.
4: NO ACTIVE COURT SUPERVISION. Unless in conflict with
applicable local law, the trust shall be administered
free from the supervision of any court.
5: ACTS OF PRIOR TRUSTEES. No TRUSTEE shall be resY~onsible
for the acts or omissions of any previous TRUSTEE. Each
TRUSTEE shall be responsible only for its acts or omissio s
in bad faith.
6: RENDITION OF ACCOUNTS. The TRUSTEE shall render_ reports
at least annually to any person then eligible to receive
current income, or to the guardian, conservator, or per-
son with whom such person resides. Such reports, shall
set forth the receipts, disbursements and distributions
during the period of accounting and the current assets
and liabilities of the trust.
RTICLE 2.5: POWERS OF THE TRUSTEE. The GRANTORS grant to the
TRUSTEE discretion and complete power to administer
Yie trust estate. In addition to those powers now or subsequently
onferred by law, such grants shall include without limitation the
ollowing powers:
1: To receive and preserve assets of the trust estate; to
retain the initial assets without liability for loss; to
abandon or otherwise dispose of assets of no or insuffi-
cient value to justify administration; to invest and re-
invest in any type of corporate security of obligation
without regard to diversification or whether or not such
asset is legal for trust and investment under local law;
to sell, exchange, alter, improve, demolish, lease for
any period or otherwise dispose of assets, for cash or
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•o
credit, without appraisal, and to give options for these
purposes; to develop, partition and manage real estate;
to invest the trust assets in income-producing property
or other investments of Old-Time Gospel Hour;
2: To advance or borrow money; to mortgage, purchase, lease
or pledge assets; to continue mortgages and to foreclose;
to enter into contracts and execute all instruments which
are reasonably incident to the administration of the
trust; to conduct business in any form; to purchase insur
ance of any type; to collect insurance proceeds and to
give a receipt which shall discharge the payor of. liabili
to deposit funds in any federally insured banking or
savings institution; to establish reserves; to hold title
in the name of a nominee;
3: To vote or refrain from voting, stock in person or by
proxy; to sell or exercise stock rights; to participate
in corporate adjustments; to deposit stock with voting
trustees or similar committee; to pay call or assessments
on stock;
4: To employ and compensate brokers, agents, property manage:
investment counsel, tax advisors and attorneys; to exer-
cise any election regarding taxes conferred by law; to
prosecute or defend judicial or administrative proceed-
ings; to pay, settle or otherwise contest claims by or
against the trust;
5: To make distributions in money or in kind, or partly in
each without requiring pro rata distribution of specific
assets, at fair market value as determined on the effecti~
date of distribution; to determine all matters of trust
accounting in accordance with generally accepted princi-
ples of trust accounting as established by controlling
law or customary practices;
6: To deal with any organization in which the TRUSTEE may
have an interest; to commingle assets of this trust
with other assets held by the TRUSTEE in a fiduciary
capacity; to hold the assets of this trust and of any
other trust as an undivided whole, without separation as
between the assets of such trusts except when required
for distribution, provided that such separate trusts shall
have undivided interest in such assets.
PARTICLE 2.6: DISTRIBUTION TO MINORS AND DISABLED PERSONS. If
any property of the trust ever vests outright under
rthe provisions of this agreement in persons who in the opinion of
the TRUSTEE are under any disability or unable to administer distri
~utions properly, then the TRUSTEE in its discretion, in any juris-
iction, without giving or requiring bond, without intervention of
~uardian, conservator or other representative, and without supervi-
ion of any court may hold or distribute such property (subsequently
eferred to as the "protected property") in accordance with ARTICLE1
.6:1 and 2.6:2, neither of which shall operate to impair any bene-
ficiary's indefeasible ownership in such property.
l: The TRUSTEE may hold any protected property in a separate,
trust for such beneficiary designated by the name of the
beneficiary and the word "Trust", exercising as TRUSTEE
of such trust all the administrative powers conferred in
this agreement. The TRUSTEE may accumulate or distribute.
to or for such beneficiary in accordance with ARTICLE 2.6~
such amount or amounts of income or principal of the trust
as it determines from time to time during the term of thel
.y
•s
'e
2
-s-
r
trust. The trust shall terminate and vest absolutely
when the beneficiary attains majority if not disabled,
dies, overcomes the disability, or when the trust assets
are exhausted by discretionary distribution or otherwise,
or twenty-one (21) years after the death of the last sur-
vivor of any individual beneficiary with any kind of an
interest under this agreement who is living at the date
this agreement is executed, whichever shall first. occur.
At such termination the TRUSTEE shall distribute the
trust estate then on hand to the beneficiary or to the
beneficiary's estate if the trust terminates at the bene-
ficiary's death.
2: The TRUSTEE may distribute any protected property to or
for the benefit of such beneficiary (1) directly to the
beneficiary, (2) on behalf of the beneficiary for the
beneficiary's exclusive benefit, (3) to any account in a
bank or savings institution either in the name of such
beneficiary or in a form reserving title, management and
custody of such account to a suitable person for the use
of such beneficiary, (4) in any form of annuity, (5) in
all ways provided by laws dealing with gifts or distribu-
tions to or for persons under disability, and (6) to any
suitable person with whom the beneficiary resic:es or who
has the care or control of the beneficiary, without obli-
gation to see to the further application of such distri-
bution, and the receipt for distributions by any such
persons shall fully discharge the TRUSTEE.
ICLE 2.7: PARTIAL INVALIDITY.
ment is unenforceat
cinder of this agreement shall
ARTICLE 2.8: ACCEPTANCE OF TRUST. The TRUSTEE by joining in the
acceptance of this agreement, acknowledges receipt
~f the property described in Schedule A, and signifies acceptance
~f the RAYMOND F. AND DOROTHY M. RIEGELMEIER REVOCABLE LIVING TRUST
-nd the TRUSTEE convenants that the trust will be executed with all
tue fidelity.
e GRANTORS and the TRUSTEES have executed this agreement which
all be effective as of the day and year first above written,
twithstanding the actual date of execution.
Tut- i ~,
to of Execut
7'ULY loo
to of Execu
~~
n
.:S ~ ~ Y 1 ~
gate of Execution
to of Execu ion
q ~2
~ ~ S Z ~ -~
on DOR H M. R.EG LM R, GRANTOR
i
If any provision of this agree-
le or invalid for any reason, the
continue in effect.
RA MOND F. RIEGE EIER, GRANTOR
~yL~~N~ ~ ~~ ~u~~
~D F. RIEGE IER, TRUSTEE
~ ,
Z
DOROTHY M. IE E IER, TR TEE
- 9 -
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~- r ~- /~ ~ 5~z
Date f Execu ion
ATTEST:
Q.
~L .R A. 1WILHITE,
Vice res dent for Development
The foregoing instrument was acknowledged before me by RAYMON
F. RIEGELMEIER and DOROTHY M. RIEG MEIER, as GRANTORS and as
TRUSTEE, this /~ ~ day of --1~ 1982.
OLD-TIME GOSPEL HOUR,
SUCCESSOR TRUSTEE
GEORG W. R ERS
Chief Financial Officer
COMMONWEALTH OF PENNSYLVANIA )
To-wit:
E3~i'/COUNTY OF ~~ ~ ~ )
(SEAL)
COMMONWEALTH OF VIRGINIA )
CITY OF LYNCHBURG )
~~~E~ ~ .Ct /~-vLfl
Notary Public
My commission expi~~~~~
Helen K. KirTc,
My Commission Expires December 18, 1484
Harrisburg, PA Dauphin County
To-wit:
The foregoing instrument was acknowledged before me by GEORGE
W. ROGERS and LARRY A. WILHITE, Chief Financial Officer and Vice
President for Development, res~ctively, of OLD-TIME GOSPEL HOUR,
as SUCCESSOR TRUSTEE, this ~ day of ~f , 1982.
(SEAL) Notary Pub 1.c
Phis document prepared by:
~harles G. Lowry
Attorney at Law
2220 Langhorne Road
Lynchburg, Virginia 24501
My commission expires • Y ~ ~~~~
- 10 -
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