HomeMy WebLinkAbout10-17-08 (2)DECLARATION OF TRUST DIVISION
I, FRANKLIN H. MOHNEY, state and declare that:
1. I am the surviving spouse of Mazie B. Mohney, who died on October 28, 2007.
2. I am the Successor Death Trustee of the Mazie B. Mohney Living Trust dated
February 11, 2002, and any amendments thereto ("the Ti•ust").
3. In accordance with Article Seven, Division into Survivor's Share and Family
Share of the Trust, I do hereby declare a division and allocation of the assets of
the Trust between the Family Trust and the Survivor's Trust. Those net assets
listed on Schedule A are intended to be allocated to the Family Trust; no assets
are intended to be allocated to the Survivor's Trust.
4. The allocation of assets to the Family Trust has been done in accordance with the
valuations reported to and accepted by the Pennsylvania Department of Revenue
on the Pennsylvania Inheritance Tax Return. The valuations used on the foregoing
returns were established as of the date of death of Mazie B. Mohney.
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FRANKLIN H. MOHNEY,
Successor Death Trustee
COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF DAUPHIN )
On this, the i day of ti , 2008, before me, a Notary Public and the
undersigned officer, personally appeared FRANKLIN H. MOHNEY, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument and acknowledged that
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e executed the same for the purposes therein contained. _ ~
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In witness whereof I hereunto set my hand and official seal.
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Notary Public
MONWE4LTti OF?ENNBYlVAN1A
nlofsrta~ seal
Die M, ~png, Notary Public
D~y'T1ap., Dauphin county
My Commlaebn E~Ires May 25, 2011
Mpmper, Pannaylvanla Aaaoclatlon of Notaries
SCHEDULE A
MAZIE B. MOHNEY FAMILY TRUST
DATED OCTOBER 28, 2007
TAX I.D. #XX-~:~~:X~-XXX
6,600 shares PPL Corporation $ 331,584.00
3,600 shares Chevron Corporation 331,713.00
Less Expenses Paid:
Funeral Expense 13,748.00
Estate Administration Fees 1.750.00
Pennsylvania Inheritance Tax 29,150.96
TOTAL IN FAMILY TRUST $618,648.04