The URL can be used to link to this page

Home My WebLink About04-0536PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~ ~;,~\ ~ ~ t,~ also known as To: Deceased. Social Security No. i ~ ff ~Z~G~ ~'-7 ff & ~- Register of Wills for the County of Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age in the last will of the above decedent, dated and codicil(s) dated in the named ,198{ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in (-N ~ , ,_~~ . County, Pennsylvaniia, with h ~ last_~fa,rnily or principal residence at"- ~-~ (list street, number and muncipality) Decendent, then .~.? years of age, died ~ ~'-~- &~'O~l-", ~ ., Excel~t as follows, decedent did not marry, was ng0 divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~ Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters request(,~' the probate of the last will ~and codicil(s) (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF The petitioner(s) above-named swear(s) or affirm(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 represen- tative(s) of the above decedent peationer(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ <~/L4,t ~c,~-- ~ befOThme this ~ d~y of [ (~ - -'~" ,/ ~ ~ ~_ .t ~.. ~' No. Estateof [c~s~_. ,~ ~c~e~C~ ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof havin~en presented IT IS DECREED that the instrument(s) dated '~,/e~a~-/~,,z/,, / described therein be admitted to probate and fildof record a~the and Letters ,~~, in consideration of the petition on before me, last will of are hereby granted to FEES Probate, Letters, Etc .......... $ Short Certificates~/t0~_ .,~. ........ $ Renunciation .. !~ ....... $ TOTAL __ $ G," Filed .... ~ .~..~ ~. ...................... t/' Register of W~Is -- / Jo~uj kJ AT'fOP. NEY (Sup. Ct.~CTD. No.) 4 N.Hanover St, Carlisle~PA 17013 ADDRESS 717-243-4574 PHONE his is to certify that the information here given is correctly copied from an original certificate of dealh duly 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, $2.00 P ~ 04~ 4032 No. Local Registrar ~A¥ 2 4 200,~ Datc RINT dENT INK COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,,. H~e~ I ~.~ u~_ ~ ~ R~ ~ ACTUAl. ~rlisle, PA 17013 (~ Hen~ ~t~n Jeffers, Sr. Je~ ~etzi~ Cremation 01343 L 219 N. York, PA 17404 fman-Roth Funeral Home -.Et O. oo,,t WILL I, LOUISE J. HAGENBUCH, of R. D. #6, Carlisle, Cumberland County, Pennsylvania, declare this to be my last will. I revoke any other wills and codicils that I may previously have made. ITEM ONE. My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my executor from the principal of my residuary estate as soon as practicable after my death. ITEM TWO. Ail inheritance, estate, and succession taxes (including interest and penalties thereof but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my executor has to claim reimbursement for any such taxes which becomes payable on account of any property over which I have a power of appointment. ITEM THREE. I give, devise and bequeath my entire estate, being all property, where- ever situate, in which I may have an interest at the time of my death, not otherwise effectively disposed of, but not including any property over which I may have a power of appointment, to Trustees under Trust Agreement executed on January , 1981, between me and FARMERS TRUST COMPANY, JEAN KRETZING and HAROLD E. KRETZING, Trustees. Such property shall be added to the corpus of such trust and held, administered, and distributed by the Trustees in accordance with all the terms and conditions of such Trust Agreement. The receipt by the Trustees shall be a full discharge tO my executor for the distribution of such property. Upon such distribution to the Trustees, the administration of my estate shall cease with respect to the assets then passing to the Trustees. ITEM FOUR. In addition to the rights and powers given to fiduciaries by law and else- where in this will, I give to my Executor during the full time necessary for the administration of my estate the following rights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restriction to legal invest- ments. C. To repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale for cash or credit with or without security, to exchange or to partition real or personal property and to give options for leases. E. To make distribution in kind. F. To compromise claims. ITEM FIVE. I appoint JEAN KRETZING and HAP, OLD E. KRETZING as Co-Executors of this my last will or the survivor as Executor. ITEM SIX. I direct that my Executor shall not be required to mive bond for the faith- IN WITNESS WHEREOF, I have hereunto set my hand this /~ ~ dya of January, 1981. The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the Testatrix, LOUISE J. ~GENBUCH, was on the day and date thereof signed, published and declared by LOUISE J. ~GENBUGH, the Testatrix therein named as and for her last will, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS : signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her last will; the LOUISE J. ~GENBUCH signed willingly and that LOUISE J. ~GENBUCH executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix ~signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or und~ influence. Sworn to and subscribed before me this /~day of January, 1981. _. 4. North HanowT Street Car/isle, Cumberland County My Commission Expires October 8, 19 ~/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS : I, LOUISE J. HAGENBUCH, Testatrix, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn and affirmed to and acknowledged before me, by LOUISE J. HAGENBUCH, Testatrix this /~ day of January, 1981. LOUISE J. ~G~NBUCH '~VANDAN~.aI~NP~u~,i~OTARy PUBLIC 4 North Hanov~ Street Carlisle, Cumberland County My Commission Expires October 8, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT 280601 HARRISBURG pA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11 96) NO. CD 004288 KRETZING HAROLD E 80 E RIDGE STREET CARLISLE, PA 17013 NKA ESTATE INFORMATION: SSN: 15526-7565 FILE NUMBER: 2104-0536 DECEDENT NAME: HAGENBUCH LOUISE J DATE OF PAYMENT: 08/18/2004 POSTMARK DATE: 08/18/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/22/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $18,000.00 REMARKS: J KRETZING TOTAL AMOUNT PAID: 8,000.00 SEAL CHECK# 96 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6 {a) Name of Decedent: Louise J. Hagenbuch Date of Death: May 22, 2004 Will No.: Admin. No.: 21-04-0536 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on '7, : Name Address Jean H. Kretzing Paul Hagenbuch 80 East Ridge Street, Carlisle, PA 17013 1461 Pine Road, Carlisle, PA 17013 Deborah A. Myers Alan J. Hagenbuch John R. Hagenbuch 9871 Liberty St. Court, Boca Raton, FL 33434 P.O. Box 611580, Rosemary Beach, FL 32461 100 Cannon Circle, Winchester, VA 22602 Donna Lynn'Frankel Bill Hagenbuch Robert Hagenbuch 82 Randlett Paxk, Newton, MA 02165 HC 31, Box 5, Kingsley, PA 18826 129 Pennock Landing Circle, Jupiter, FL 33458 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none Date: 7~ 29, 0 y,, Signatures: Names: Address: va pu ?o av3_ gr~oO s,-'~,.:~--,-,. · ',~' · Phone: Capacity: Harold G. Kretzing Jean H. Kretzing 80 E. Ridge Street Carlisle, PA 17013 717-243-4010 Personal Representatives Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 224 2/16/2005 LOUISE HAGENBUCH 21-2004-0536 JOHN BROUJOS 4 NORTII HANOVER S1REET vz CARLISLE, PA 17011 Qty 1 Fee Description Additional Probate Fee Total 300.00 $300.00 Total: $300.00 Checks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. . REV-1500 Ex + (6-00) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 No AD()L .fI\OBATE Du..E REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT t- Z W C W o w C w ~ l' :$1Il U IXl' W Q.u J:oo U IX..! ~lll c( DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) HAGENBUCH LOUISE J. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 0 0 5 36 COijN'TY"CoiiE -YEA~ - - NUMBER- - SOCIAL SECURITY NUMBER 1 5 5 - 2 6 - 7 565 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required Q.. 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS JOHN H. BROUJOS ESQUIRE 4 NORTH HANOVER STREET FIRM NAME (If Applicable) BROUJOS & GILROY P.C. TELEPHONE NUMBER 717-243-4574 CARLISLE PA 17013 OFFICI~L]JSE ONLY ':1 Cj"" . OS/22/2004 09/24/1906 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) IX] 1. Original Return D 4. Limited Estate IX] 6. Decedent Died Testate (Attach copy 01 Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future I nterest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1-95) 2,584.62 C') (X, ~ Z W C Z o Q. 1Il W IX IX o U z o i= c( ..J ::) t- o: c( o w 0:: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash. Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) (. .-) "f".' C'\ 434,799.74 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been ina~e (ScheduleJ) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= c( t- ::) Q. :E o o >< c( t- 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) X _(15) 422,927.46 X .045 (16) X .12 (17) X .15 (18) (19) (8) 437,384.36 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 7,092.98 21.14 (11) (12) (13) 7,114.12 430,270.24 (14) 430,270.24 19,031.74 19,031.74 o d'e Add ece ents ompl ete ress: STREET ADDRESS 80 East Ridae Street CITY I STATE 1 ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 19,031.74 18.000.00 Total Credits (A + 8 + C) (2) 18,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total-Interest/Penalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) 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; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ..................................................................:...................................0 00 d. receive the promise for life of either payments, benefits or care? .........................,........~.......................... 0 . 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.......................................................... .................. ................... 0 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... !Xl 0 1,031.74 1,031.74 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS PA 17013 DATE 'Z.. ADDRESS PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. 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 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(a)(1)). The tax rate impoSed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ~,~~.,,~, '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RUDENT _E_EDENT SCHEDULE B STOCKS & BONDS FILE NUMBER 21 04 00536 ESTATE OF HAGENBUCH. LOUISE J. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Exxon. ExDiv. Distributed and reportable as taxable prior to death 7500 130231G102 2. Fleet Bank Trust. Inc Distr Semi-annual (Set up by Father) At death distributable. VALUE AT DATE OF DEATH 2,025.00 559.62 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2 584.62 .~.,~".,;" '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF HAGENBUCH LOUISE J. FILE NUMBER 21 04 00536 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 6,501.75 M& T Bank checking acct # 583995 2. Waypoint Bank checking acct # 4100003947 3,501.96 3. M& T Trust acct # 413376609 423,173.99 4. Forest Park Health Center - refund of payment for nursing care 1,622.04 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 434799.74 ~""".,'~, . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF HAGENBUCH. LOUISE J. FILE NUMBER 21 04 00536 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home 1,885.98 2. German Protestant Cemetery, Mahanoy City, PA 17948 - burial of cremains 175.00 3. E. T. Everett & Sons, 138 E. South Street, Mahonoy City, PA 17948 - 1,920.00 cost and placement of monument; engraving grave marker B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) 0.00 Social Security Number(s} I EIN Number of Personal Representative(s} Street Address City State Zip Year(s) Commission Paid: 2. AttomeyFees Broujos & Gilroy, P.C.; EIN 23-2267691 2,700.00 3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation) Claimant Street Add ress City State Zip Relationship of Claimant to Decedent 4. Probate Fees - Register of Wills 370.00 5. Accountanfs Fees 6. Tax Retum Prepare(s Fees 7. Register of Wills - Inheritance Tax Return filing fee 15.00 8. Register of Wills - Inventory filing fee 10.00 9. Register of Wills - Family Settlement Agreement filing fee 17.00 TOTAL (Also enter on line 9, Recapitulation) $ 7092.98 (If more space is needed, insert additional sheets of the same size) . ~""".,,'" '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HAGENBUCH. LOUISE J. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21 04 00536 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Forest Park Health Center - medicines 21.14 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 21.14 ,;'.".."", '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER H If'U I 01 JI~I= .1 21 04 00536 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Payable to Hagenbuch Trust as Beneficiary - Provision of Estate Assets To Trust- M & T Trust Account # 413376609 Item 3 of the Will of Louise J, Hagenbuch, January 10, 1981 provides entire estate is given, devised and bequeathed to Trustees under Agreement executed January, 1981as follows: As amended by Trust January 29, 1982 Article II and; As amended by Trust January 17, 1984 - Article II as follows: A. Upon the death of Grantor, Trustees shall pay and distribute outright the remaining principal and accumlated and undistri- buted income to each of the children of Grantor and John B. Hagenbuch-Jean H. Kretzing, William S. Hagenbuch, Paul N. Hagenbuch, and Alan J. Hagenbuch, equally, share and share alike, per stirpes, with the share of any child not then living at the time of the death of Grantor passing to his or her children to be administered in accorcdance with the pro- visions of this Trust. In the event that any interesst hereunder passes to a beneficiary under the age of 21 years, Trustee shall hold to and for the benefit of such beneficiary said share to which beneficiary shall be entitled and shall apply and pay over so much of income and so much of principal of the Trust share to said beneficiary or to his or her guardian for his or her ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, Insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent HAGENBUCH, LOUISE J. 21 04 00536 Paqe 1 Schedule J - Beneficiaries - 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s} OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) support, maintenance, comfort, welfare, and education, including undergraduate college and any professional school, specialized school, or graduate school, as Trustees in Trustees' sole discretion shall determine. As each said bene- ficiary shall reach the age of 21 years, Trustees shall pay the remainder of principal and accumulated income of each share to said beneficiary. In the event that any beneficiary dies prior to attaining the age of 21 years, his or her interest shall pass to any children of said deceased beneficiary equally, share and share alike, in trust to be administered in accordance with the provisions of the Trust Agreement for beneficiaries, until the youngest benefiCiary surviving reaches the age of 21, at which time the entire Trust shall terminate and the remainder in trust shared distributed to the beneficiary thereof. In the event that any benenficiary dies prior to the age of 21 years with no children surviving them his or her share shall be divided equally among the remaining beneficiaries and the shares deposited in the separate trusts administered hereunder in accordance with the terms hereof. 1 -\ ' j 1 ~ } ~ r~ ~I~ 1 ){ .J W ILL tOfY I, LOUISE J. HAGENBUCH, of R. D. #6, Carlisle, Cumberland County, Pennsylvania, declare this to be my last will. I revoke any other wills and codicils that I may previously have made. ITEM ONE. My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my executor from the principal of my residuary estate as soon as practicable after my death. ITEM TWO. All inheritance, e~tate, and succession taxes (including interest and penalties thereof but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my executor has to claim reimbursement for any such taxes which becomes payable on account of any property over which I have a power of appointment. ITEM THREE. I give, devise and bequeath my entire estate, being all property, where- ever situate, in which I may have an interest at the time of my death, not otherwise effectively disposed of, but not including any property over which I may have a power of appointment, to Trustees under Trust Agreement executed on January , 1981, between me and FARMERS TRUST COMPANY, JEAN KRETZING and HAROLD E. KRETZING, Trustees. Such property shall be added to the corpus of such trust and held, administered, and distributed by the Trustees in accordance with all the terms and conditions of such Trust Agreement. The receipt by the Trustees shall be a full discharge to my executor for the distribution of such property. Upon such distribution to the Trustees, the administration of my estate shall cease with respect to the assets then passing to the Trustees. ITEM FOUR. In addition to the rights and powers given to fiduciaries by law and else- where in this will, I give to my Executor during the full time necessary for the administration of my estate the following rights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restriction to legal invest- ments. C. To repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale for cash or credit with or without security, to exchange or to partition real or personal property and to give options for leases. E. To make distribution in kind. F. To compromise claims. ITEM FIVE. I appoint JEAN KRETZING and HAP,OLD E. KRETZING as Co-Executors of this my last will or the survivor as Executor. ITEM SIX. I direct that my Executor shall not be required to give bond for the faith- ful performance of their duties. Page one of three pages ~ . ;!c".;f7::;;", ~,~;-'...~~;;:~;4~i~:"",;oli,..,.K:""l'Y~~"'-nr;~"""i4t;:.;.~~ ....-.. -,,.,.,.:~-,, ....>: J.." "._.....".,...- ....'" ""_~~j.l$.:;'"::-~~,;..r~:-~,-,~r$~_~...';.~,;';'..~,,,,,r.:'. tit IN WITNESS WHEREOF, I have hereunto set my hand this /~-- dya of January, 1981. SIGNED rX~~~ The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the Testatrix, LOUISE J. HAGENBUCH, was on the day and date thereof therein named as her presence and signed, published and declared by LOUISE J. HAGENBUGH, the Testatrix and for her last will, in the presence of us, who at her request, in in the presence nf each other ~~ 'Yf!erhm. Q 'i1.a~<J COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLA1~D We, /7_L_ #~ and~~the witnesses whose names are Signe~ attache~r foregoing instrument being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her last will; the LOUISE J. HAGENBUCH signed willingly and that LOUISE J. HAGENBUCH executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constr~n~ '-c/)! V b ,"~ ~?t6 ~'?~'_ Sworn to and subscribed before me this /e?...Pt day of January, 1981. ~~~.~ W AND,N'lt.. i . .~ ROTARY PUBLIC 1 North Hanover Street Carlisle. L'I,.......b 1 1'.1 .. I."'....... er and County y Commission Expires October 8 19 1'/ . I Page two of three pages :1 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND l I, LOUISE J. HAGENBUCH, Testatrix, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn and affirmed to and acknowledged before me, by LOUISE J. HAGENBUCH, Testatrix this /t?~ day of January, 1981. <-~ '~~.I' . -c~(..-<-d. . .LlAA-.... LOUISE J. HAG NBUCH ~~;t/~~ WANDR,~,~~~NOTARY PUBLIC 4N:orth Hanover Street Cllr~le, C~berland County My C~mmission Expires October 8, 194"/ '.:.;'::'iii:0t~I~~tr..;~f ,. tOIPY T R U S T AGREEMENT ~~day of ~ ,198', in the Borough of Carlisle, Cumberland County, Pennsylvania, between LOUISE J. HAGENBUCH, This Trust Agreement is made this Grantor, and FARMERS TRUST COMPANY of CAr1isle, JEAN KRETZING, of 80 East Ridge Street, Carlisle, and HAROLD ~ KRETZING, of 80 East Ridge Street, Carlisle, Cumberland County, Pennsylvania, or the survivors thereof, as Co-Trustees. Grantor hereby transfers to Trustees the property described in the attached Schedule A. That property and any other property that may be transferred and_s-onveyed to Trustees by Grantor or by any other party for the purposes of this Trust shall be held and disposed of upon the following Trusts: ARTICLE I D\iTing the life of Grantor, Trllstpes shall h..:;ld, reCl,'rlge, invest and reinvest the trust income and shall pay to Grantor during her lifetime all the net income of the Trust Estate and such portions of principal as Trustees may deem advisable to provide for the support, maintenance, comfort, and welfare of Grantor in her accustomed manner of living. Grantor may refuse at anytime all or any portion of net income and/ or principal by directing Trustees in writing not to make payment; in which event income not so used shall be accumulated and added to principal. .;; ARTICLE II Upon the dAath of r.lrtntor, frustr es shall divide the r.::maining principal i1~'d accumulated and undistributed inco~e into nineteen (19) equal and separate shares, to be administered as follows: /l 1/ Lg}/ A. Trustees shall pay to John B. Hagenbuch, husband of Grantor, so much of income and so much of principal of one trust estate share for and during his natural life for support, maintenance, comfort and welfare, in his accustomed manner of living. Any income not so used shall be accumulated and added to principal. Upon his death, Trustees shall terminate the Trust for this share and distribute the remaining prin- cipal and accumulated and undistributed income thereof to the children and grandchildren of Grantor and John B. Hagenbuch living at the time of the death of John B. Hagenbuch, equally, share and share alike. In the event that John B. Hagenbuch predeceases Grantor, then his share shall be divided equally among the remaining beneficiaries set forth herein and be administered in accordance with the provisions of this Trust. B. Trustee shall pay and distribute outright to each of the children of Grantor and John B. Hagenbuch Jean H. Kretzing, William S. Hagenbuch, Paul N. Hagenbuch, and Alan J. Hagenbuch one full share each, per stirpes, with the share of any child not then living at the ~ime of the death of Grantor passing to his or her children. C. Trustee shall hold to and for the benefit of each of the fourteen (l4) grandchildren ,t, of Grantor and John B.! Hagenbuch living at the time of Grantor's decease, one full share and shall apply and pay over so much of income and so much of principal of the Trust Estate share to each said grandchild to and for his or her support, maintenance, com- fort, welfare, and education, including undergraduate college and any professional .:-. school, specialized school, or graduate school, as Trustees in Trustees' sole discre- tion shall determine. As each of said grandchildren shall reach the age of 21 years, Trustees shall pay the remainder of principal and accumulated income of each share to said grandchild. Beneficiaries under this Trust shall be only those children and () U J..Q JI- grandchildren born as of the date of execution of this Trust. In the event that any grandchild is not then living at the time of Grantor's death, his or her share shall be divided equally among the other grandchildren and administered in like manner. In the event that any grandchild taking a share under this Trust Agreement dies prior to attaining the age of 21 years, his or her interest shall pass to any children of said deceased grandchild, equally, share and share alike, in trust to be administered in accordance with the provisions of the Trust Agreement for grandchildren, until the youngest grandchild surviving the beneficiary reaches the age of 21, at which time the entire Trust shall terminate and the remainder in any trust share distributed to the beneficiary thereof or to the natural parent of Grantor's bloodline or guardian thereof. In the event that any grandchild dies prior to attaining the age of 21 years with no children surviving, then his or her share shall be divided equally among the remaining grandchildren and the shares deposited in the separate trusts administered hereunder in accordance with the terms hereof. D. In determining the amount to be distributed by Trustees for support, comfort, welfare, and education of beneficiaries hereunder, Trustees may but are not obligated to consider all sources of income. "r_ .:i ARTICLE In 1. Notwithstanding anything herein to the contrary, the trusts under this instrument shall terminate on the date preceding the 21st anniversary of the death of the last survivor of Grantors and descendants living on the date of Grantor's f7J.; I. ~ J.I. death. At that time, the Trustees shall distribute each remaining portion of the trust property to the then current be~eficiary or beneficiaries of the income thereof and, if there is more than one beneficiary, in the proportions in which they are beneficiaries. .~ 2. No interest under this instrument shall be transferable or assignable by any beneficiary, or be subject during his life to the claims of his creditors. 3. Trustees either may expend directly any income or principal which it is authorized in this instrument to use for the benefit of any person, or may pay it over to him or for his use to his parent or guardian, or to any person with whom he is residing. The receipt of any such person shall be a complete discharge to the Trustees who shall not be responsible for the application of such payment. 4. Trustees shall not be required to obtain authority or approval of any court in the exercise of any power permitted under this instrument. The Trustees shall not be required to file accountings with any court. 5. No person dealing with the Trustees shall be obligated to inquire into the Trustees' power or authority or into the validity of any act of the Trustees, or be liable for the application of any money paid to the Trustees in the management of the trust fund. 6. Any trust created hereunder which has the aggregate principal value of $10,000 or less may, but need not be, terminated in the discretion of the Trustees. In such event, the Trustees shall distribute the assets thereof in his possession to the then current beneficiary or beneficiaries of the income and, if more than one beneficiary is so entitled, in the proportions in which they are beneficiaries. () u J..O LI 7. The validity and effect of this instrument and the dispositions pursuant to . the instrument shall be determined under the law of the Commonwealth of Pennsylvania. ARTICLE IV - ~ Grantor states a preference that Trustees retain common stock conveyed to Trustees as part of the trust res, unless in the judgment of the Trustees said reten- tion shall result in significant reduction in the value of the trust res. Otherwise, in addition to any powers given by law or otherwise, and not by way of limitation of any such powers. the Trustees are authorized and empowered, at any time and from time to time, in their absolute discretion: l. To hold and retain all or any property received from Grantor's estate or any o.her source, without regard to any. law or rule of court concerning diversifica- tion, risk, or non-productivity. 2. To invest and reinvest (or lease temporarily unjnvested) any funds in any property, real or person, of any kind or nature, including, without limitation, stocks (whether common, preferred, or otherwise), bonds (secured or unsecured), obligations, mortgages, other securities, and interests in any of the foregoing with- out regard to any law or rule of court prescribing or restricting investments for fiduciaries. 3. To make any loans, either secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations, as deemec advisable. 4. To sell, exchange, partition, or otherwise dispose of any property, real or personal, at public or private sale, for such purposes and upon such terms, including nv ~N ',' .;. options and sales on credit, with or without security. 5. To mortgage any real property in such amount and on such terms as deemed advisable; to lease any such property for such term or terms, upon such conditions and rentals, and in such manner as deemed advisable, irrespective of whether the terms of any lease shall exceed the period permitted by law or the probable period of any trust created hereby, and to renew or modify any such leases and to make repairs, replacements, and improvements, structural or otherwise, of any such pro- perty, and to charge the expense thereof in an equitable manner to principal or income, as deemed proper. 6. To borrow money for any purpose in connection with the administration of any trust created hereby; to execute promissory notes or other obligations for amounts so borrowed; and to secure the payment of any amounts so borrowed by mortgage or pledge or any real or personal property. 7. To renew or extend the time of payment of any obligation, secured or unsecured, payable to or by any trust created hereby, for as long a period or periods of time and on such terms as deemed advisable; and to adjust, settle, compromise, and arbitrate claims or demands upon such terms as deemed advisable. 8. In ~espect of any stock or other securities forming part of any trust created hereby, to vbte upon any proposition or election at any meeting, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join in or become a party to any reorganization, readjustment, merger, voting trust, consolidation, or exchange, and to deposit any such securities with any committee, depository, trustee, or other- wise, and to payout any fees, expenses, and assessments incurred in connection there- with, and to charge the same to principal or income as deemed proper; to exercise con- n.v .L. q AJ. ',' version, subscription, or other rights, or to sell or abandon such rights, and to receive and hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange, or exercise of conver- sion, subscription, or other rights; and, generally, to take all action in respect to any such securities as could be done by an absolute owner. 9. Whenever required or permitted, to divide or distribute any property, and to make such division or distribution in kind or in money, or in part kind and in part money and without regard to the income tax basis of any such property. IO. To apportion extraordinary stock and liquidating dividends between income and principal in such manner as shall fairly take into account the relative interests of the beneficiaries; and to determine what constitutes such dividends. 11. In connection with making investments, to determine whether to amortize .:" premiums' in whole or in part. 12. To hold and administer the trusts created hereby in one or more consolidated funds, in whole or in part, in which the separate trusts shall have undivided interests. 13. To engage attorneys, accountants, agents, custodians, clerks, investment counsel, and such other persons as deemed advisable, to make such payments therefor as deemed reasonable, and to charge the expense thereof to income or principal as equitably determined, and to delegate to such persons any discretion deemed proper. 14. To exercise all power and authority, including any discretion, conferred in this instrument with respect to all accumulations of income under this instrument and with respect to all property held under a power in trust. 15. To exercise all power and authority, including any discretion, conferred in this instrument after the termination of any trust created herein and until the same f7 I. L 0 J.t. i-- is fully distributed. ARTICLE V .;0 1. Trustees shall not be required to give any bond for the performance of their duties. 2. Any trustee may resign at any time by giving written notice, specifying the effective date of the resignation, to the beneficiaries of the current income, at the time of giving notice. If a sole surviving trustee at any time resigns or is unable or refuses to act, a corporation authorized under the laws of the United States or of any state to administer trusts may be appointed as trustee by an instru- ment delivered to it and signed by the beneficiaries of at least two-thirds of the current income, at the time of appointment. Any successor trustee, with the written approval of the person or persons appointing such successor trustee, shall accept without examination or review the accounts rendered and the property delivered by or for a predecessor trustee, without incurring any liability or responsibility for so doing. 3. All successor trustees shall have the same title, powers, duties, and discretion of the trustees succeeded, without the necessity of any conveyance or, transfer. 4. No trustees shall be required to obtain the order or approval of any court in the exercise of any power or discretion hereunder. 5. Any trustee shall be entitled to reasonable compensation for services in administering and distributing the trust property, and to reimbursement for expenses. (J~ kg IJ. 6. Grantor desires that there shall always be two individual trustees to serve with the corporate trustee. Grantor therefore directs that in the event of the death, disability, or resignation of either of the individual trustees, the surviving trustee shall have the power to name and appoint a substitute individual trustee. In the event of the death, disability, or resignation of both individual trustees, without appointment by either of a substitute, then the majority of my then living children shall name substitute individual trustees. 7. At any time during the term of this Trust,.my individual trustees may, either with or without cause, cause the removal of Farmers Trust Company or any succeeding corporate trustee, and to this end shall have the right and power to transfer Trust assets. to another corporate trustee selected and appointed by both of my individual trustees, without the necessity of a petition to the court. 8. Trustees may agree among themselves on the manner and method of administra- tion of the estate, including signing of checks, accounting, and other matters. Said agreement shall be in writing. ARTICLE VI Upon the death of Grantor, Trustees may, in their discretion, pay to the estate of Grantor such amounts as may be needed to pay all or part of the Grantor's debts, funeral expenses, and administration expenses of his estate. The Trustees may also pay to Grantor's estate or the appropriate tax authorities all estate and inheritance taxes ;0 that may become payable by reason of the Grantor's death in respect of all property comprising the Grantor's gross estate for death tax purposes, whether or not such pro- perty passes under this Agreement, under the Grantor's will, or otherwise. ARTICLE VII Grantor may by a written instrument signed, acknowledged, and delivered to Trustee during Grantor's life revoke or amend this Trust Agreement in whole or in part. o.~ .~~ This instrument is executed on the date first above written. ~~ '\..-.~} ~~ J ~g.~ HAROLD ~ KRET G Trustee John B. Hagenbuch, husband of Grantor, joins in this Agreement, to convey all of his right, title and interest in any property which is transferred at the time of execution of this Agreement or any property which is in the sole or joint possession of Grantor and John B. Hagenbuch at the time of execution of this Agreement and which may be transferred to the Trust at any time in the future, relinquishing thereby all interest therein as marital property. JOHN~tlL~~~cL i--. ;Ii (} l./ 1. 91 /.J. COMMONWEALTH OF PENNSYVLANIA SS COUNTY OF CUMBERLAND I, Wanda K. Hunter, a Notary Public in and for the County and State aforesaid, do hereby certify that LOUISE J. HAGENBUCH, JEAN KRETZING, HAROLD E. KRETZING, and JOHN B. HAGENBUCH, personally known to me to be the same persons whose names are subscribed to the foregoing instrument, appeared before me this day in person and acknowledged that they signed, sealed, and delivered the same instrument as their free and voluntary acts for the uses and purposes therein set forth. GIVEN under my hand and official seal this ~ s:d day of (j~ 1981. COMMONHEALTH OF PENNSYVLANIA - ~~~ -;1!~ Notar5W~cK. HUNTEll, NOTARY PUB:LIC 4 North Hanover Street Carlisle, Cumberland County My Commission Expires October 8, 198" I SS COUNTY OF CUMBERLAND On this J9 day of --:J'.M/V,41l r , 1981, before me, the subscriber, a Notary Public in and for said Commonwealth and County, personally appeared DENNIS C. CAVERLY who acknowledged himself to be the Senior Vice President and Trust Officer of Farmers Trust Company, a corporation, and that he as such Senior Vice President and Trust Officer, being authorized to do so, executed the foregoing instrument for , 'f'.... :J the purposes therein contained by signing the name of the Corporation by himslef as Senior Vice President and Trust Officer. WITNESS my hand and official seal the day and year aforesaid. CLlb1fM Q. ~ ' Notary Public DORC,\'; A. Alm::!?HT, Il:JIMlY PU~UG cr~1 f~:::: =5~-'1~. :..::~~r~f;:..~~~~J cat:Nff . - - I (7j/ MY C:'}ii..',:.:~, ;:; l:'.,',::[:' ;,:;r" IS, lS82 Member, Pennsylv:mi.'l AS$OC:;,:Oil or Nutzri~ L 0 H- SCHEDULE A 1. COMMON STOCKS COMPANY SHARE CERTIFICATE NO. TYPE NO. OF SHARES Exxon (Standard Oil Company) F833198 Common 60 Exxon (Standard Oil Company) 2HI08065 Common 100 Exxon (Standard Oil Company) H191064 Common 100 Exxon (Standard Oil Company) Hl91063 Common 100 Exxon Standard Oil Company ) 2Hl08064 Common 100 Exxon Standard Oil Company) 2HI08063 Common 100 Exxon S27052 Common 791 Socony Mobil Oil Company, Inc. 510416 Common 62 Mo b il Corporation D93169 Common 124 Hobil Oil Corporation X-071967 Common 62 E. I. DuPont DeNemours & Company 0502-386 Common 73 E. I. DuPont DeNemours & Company WS245385 Common 146 United Jersey Banks HU 3163 Common 2,607 The Borden Company NYF 109131 Common 3 The Borden C omp. any NYF 1~4092 Common 16 The Borden Company 0326759 Common 60 " TWe Borden Company 0387796 Common 1 The Borden Comp any 0250520 Common 10 General Motors Corporation NA432-697 Common 1 General Motors Corporation NA782-639 Common 1 General Motors Corporation K890-413 Common 1 s.ClH '_ .-1 /l J", CaMP ANY SHARE CERTIFICATE NO. TYPE NO. OF SHARES (.. General Motors Corporation K637-133 Common 33 General Motors Corporation NA62-460 Common 26 General Motors Corporation NA531-903 Common 36 2. BOND AND MORTGAGE OBLIGATIONS Obligation of Mortgagors evidenced by a bond and mortgage of premises located at 155 West Stirrup High Drive, Prescott County Club, Prescott, Arizona 86301. $ ,;; ; ,., J./ L a J.I. ~O~y MODIFICATION OF TRUST AGREEMENT THIS AGREEMENI is made this .R9..P day of ~ , 1982, between LOUISE J. HAGENBUCH, Grantor, and FARMERS TRUST COMPANY of Carlisle, JEAN KRETZING and HAROLD G. KRETZING of Carlisle, as Co-Trustees. WHEREAS, the parties hereto executed a Trust Agreement dated January 20, 1981; and WHEREAS, Article VII of said Trust Agreement authorized the Grantor to revoke or amend the original Trust Agreement in whole or in part. Grantor, with the permission of the Co-Trustees, hereby amends Article II of the Trust Agreement dated January 20, 1981 to read as follows: ARTICLE II Upon the death of Grantor, Trustees shall divide the remaining principal and accumulated and undistributed income into equal and separate shares, the number of which to be calculated in accordance with the sub-paragraphs included within this Article, to be administered as follows: ,-- .;.. A. Trustee shall pay and distribute outright to each of the children of Grantor and John B. Hagenbuch - Jean H. Kretzing, William S. Hagenbuch, Paul N. Hagenbuch, and Alan J. Hagenbuch - one full share each, per stirpes, with the share of any chlld not then living at the time of the death of Grantor passing to his or her children to be administered in accordance with the provisions of this Trust. B. Trustee shall hold to and for the benefit of all grandchildren of Grantor and John B. Hagenbuch living at the time of Grantor's decease, one full share each, and shall apply and pay over so much of income and so much of principal of the Trust Estate share to each said grandchild to and for his or her support, maintenance, com- fort, welfare, and education, including undergraduate college and any professional school, specialized school, or graduate school, as Trustees in Trustees. sole discretion shall determine. As each of said grandchildren shall reach the age of 21 years, Trustees shall J I pay the remainder of principal and accumulated income of each share to said grandchild. In the event that any grandchild taking a share under this: Trust Agreement dies prior to attaining the age of 21 years, his or her interest shall pass to any children of said deceased grand- child, equally, share and share alike, in trust to be administered in accordance with the provisions of the Trust Agreement for grandchildren, until the youngest grandchild surviving the beneficiary reaches the age of 21, at which time the entire Trust shall terminate and the remainder in any trust share distributed to the beneficiary' thereof or to the natural parent of Grantor's bloodline Or guardian thereOf. In the event that any grandchild dies prior to attaining the age of ;. 21 years with no children surviving, then his or her share shall be divided equally among the remaining grandchildren and the shares deposited in the separate trusts administered hereunder in accordance with the terms hereof. C. In determining the amount to be distributed by Trustees for support, comfort, welfare, and education of beneficiaries hereunder, Trustees may but are not obligated to consider all sources of income. This instrument is executed on the date first above written. .~~~ BY: ~.'~" ...,,~ ....... .... . .. ..' ,. ... . . . . . j OLD G. KRET I , rustee t:_ .:' COl1MONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, Wanda K. Hunter, a Notary Public in and for the County and State aforesaid, do hereby certify that LOUISE J. HAGENBUCH, JEM~ KRETZING, HAROLD G. KRETZING, personally known to me to be the same persons whose names are subscribed to the foregoing instrument, appeared before me this day in person and acknowledged that they signed, sealed, and delivered the same instrument as their free and voluntary acts for the uses and purposes therein set fO~. GIVEN under my hand and official seal this O?~ day of y~ 1982. ~ WANDAK.HUNTER,NOTARYPUBUC ~. __J // ~ 4 North Hanover Street .~ . .~. ~L:f;1I'/~~ Carlisle. Cumberland County otary Public . . My COmmissiQIl Expires October 8, 198~ . COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND 304-\'" day of C4-.........'-r On this , 1982; before me, the subscriber, a Notary Public in and for said Commonwealth and County, personally appeared DENNIS C. CAVERLY who acknowledged bims:elf to be the Senior Vice President and said Trust Officer of Farmers Trust Company, a corporation, and that he as such Senior Vic~ Pres~dent and Trust Officer, being duly authorized to do so, executed the foregoing instrument fOJ the purposes therein contained by signing the name of the Corporation by himself as .:' Senior Vice President and Trust Officer. WITNESS my hand and official seal the day and year aforesaid. ~'J~ Pra~iii:~ TWILA R. HOFFMAN, Notary Public Carlisle, Cumberland O"Ji.,.Pa: My Commission Expires May 23, 1983 r_ .;. ~ COHMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, Wanda K. Hunter, a Notary Public in and for the County and State aforesaid, do hereby certify that LOUISE J. HAGENBUCH, JEM~ KRETZING, HAROLD G. KRETZING, personally known to me to be the same persons whose names are subscribed to the foregoing instrument, appeared before me this day in person and acknowledged that they signed, sealed, and delivered the same instrument as their free and voluntary acts for the uses and purposes therein set fO~. GIVEN under my hand and official seal this O?~ day of y~ 1982. ~ WANDA~~~~PUBLIe,~~~~ Carlisle. Cumberland County otary Public ' . My CommissiQIl Expires October 8, 198~ ' COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND 304-\'" day of C4-.........'-r On this , 1982; before me, the subscriber, a Notary Public in and for said Commonwealth and County, personally appeared DEltNIS C. CAVERLY who acknowledged himself to be the Senior Vice President and said Trust Officer of Farmers Trust Company, a corporation, and that he as such Senior Vic~ Presi-dent and Trust Officer, be~g duly authorized to do so, executed the foregoing instrument fOl the purposes therein contained by signing the name of the Corporation by himself as Senior Vice President and Trust Officer. WITNESS my hand and official seal the day and year aforesaid. ~,J~ 51a~iii:~ TWILA R. HOFFMAN, Notary Public Carlisle, Cumberland O"Ji.,'Pa: My Commission Expires May 23, 1'983 tO~Y MODIFICATION OF TRUST AGREEMENT THIS AGREEMENT is made this ~~ay of August 1984, between LOUISE J. HAGENBUCH, Grantor, and FARMERS TRUST COMPANY of Carlisle, JEAN KRETZING and HAROLD G. KRETZING of Carlisle, as Co-Trustees. WHEREAS, a modification of the Trust Agreement was executed and dated July 29, 1982; and WHEREAS, Article VII of said Trust Agreement authorizes the Grantor to revoke or amend the original Trust Agreement in whole or in part. WHEREAS, Grantor desires to revoke the modification dated July 29, 1982, and to further amend and modify the Trust Agreement; Grantor with the permission of the Co-Trustees, revokes the Modification of Trust Agreement dated July 29, 1982, and amends Article II of ~he Trust Agreement dated January 20, 1981 and to the extent required by law, modifies said modifi- cation, so that Article II reads as follows: ARTICLE II ~ A. Upon the death of Grantor, Trustees shall pay and distribute outright the remaining principal and accumulated and undistributed income to each of the children of Grantor and John B. Hagenbuch - Jean H. Kretzing, William S. Hagenbuch, Paul N. Hagenbuch, and Alan J. Hagenbuch, equally, share and share alike, per stirpes, with the share of any child not then living at the time of the death of Grantor ,:_~ ~, passing to his or her children to be administered in accordance with the provisions of this Trust. In the event that any interest hereunder passes to a beneficiary under the age of 21 years, Trustee shall hold to and for the benefit of such beneficiary said share to which beneficiary shall be entitled and shall apply and pay over so much of income and so much of principal of the Trust share to said beneficiary or to his or her guardian for his or her support, mainten- ance, comfort, welfare, and education, including undergraduate college and any professional school, specialized school, or graduate school, as Trustees in Trustees' sole discretion shall determine. As each said beneficiary shall reach the age of 21 years, Trustees shall pay the remainder of principal and accumulated income of each share to said beneficiary. In the event that any beneficiary dies prior to attaining the age of 21 years, his or her interest shall pass to any children of said deceased beneficiary equally, share and share alike, in trust to be administered in accordance with the provisions of the Trust Agreement for beneficiaries, until the youngest beneficiary surviving reaches the age of 21, at which time the entire Trust shall terminate and the remainder in trust shared distribu~ed to the beneficiary thereof. In ~he event that any beneficiary dies prior to the age of 21 years with no children surviving then his or her share shall be divided equally among the remaining beneficiaries and the shares deposited ln the separate trusts administered hereunder in accordance with the terms hereof. ) . ' B. In determining the amount to be distributed by Trustees for support, comfort, welfare, and education of beneficiaries hereunder, Trustees may but are not obligated to consider all sources of income. This instrument is executed on the date first above written. ~~~_>. '> " ~ . \j 7 JE ~~,~ HAROLD G. KRETZI, stee " COMMONWEALTH OF PENNSYl VANIA Dl;PARTM!;NI' O~ ~:U;:V(;:NU!; BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT KRETZING HAROLD E NKA 80 E RIDGE STREET CARLISLE, PA 17013 ___._h_ fold ESTATE INFORMATION: SSN: 155-26-7565 FILE NUMBER: . 2104-0536 DECEDENT NAME: HAGENBUCH LOUISE J DATE OF PAYMENT: 02/16/2005 POSTMARK DATE: 02/16/2005 COUNTY: CUMBERLAND DATE OF DEATH: OS/22/2004 NO. CD 004954 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,031.74 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: J H KRETZING CHECK# 519 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $1,031.74 GLENDA FARNER STRASBAUGH REGISTER OF WILLS 06-20-2005 HAGENBUCH 05-22-2004 21 04-0536 CUMBERLAND 101 APPEAL DATE: 08-19-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND RENIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +- REY:is47-EX-AFP-C03:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LOUISE J FILE NO. 21 04-0536 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -<~~TICE OF INHERITANCE TAX AF'PRlUSEIIENT, ALLOWANCE OR DISALLOHANCE OF'DEDUCTIONS AND ASSESSHENT OF TAX , -, i, i ! .-, ;JO DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN I;, JOHN H BROUJOS E~JF' BROUJOS & GILROY 4 N HANOVER ST CARLISLE PA 17013 ESTATE OF HAGENBUCH TAX RETURN liAS: J ACCEPTED AS FILED I X J CHANGED SEE If an asses-.ent was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will rei'lect figures that include the total of !y:. returns assessed to date. ASSESSMENT OF TAX: 15. ~ount of Line 14 at Spousal rat. (15) 16. A.aunt of Line 14 taxable at Lineal/Class A rat. (16) 17. Anount of Line 14 .t Sibling rat. 117J 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TA C : RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedule AJ 2. Stocks and Bonds ISchedule BJ 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. "ortgB98s/Notes Receivable (Schedule DJ S~ Cash/Bank Deposits/"isc. P.rsOMI Property (Schedule El 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total ASSIIts llJ 12J 13J 14J ISJ 16J (7J .00 2.584.62 .00 .00 434.799.74 .00 .00 IBJ APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adw.. CostslHisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitabl./Gover~ant.1 Bequestsi Non-elected 9113 Trusts (Schedule J) l~. Net Value of Est.te Subject to Tax I')) IlOJ 7,092.98 21 14 IllJ 112J 113J 114J NOTE: *' RE'I-lS41 EX Afp (06-DS) LOUISE J DATE 06-20-2005 ATTACHED NOTICE NOTE: To insure proper credit to your account I s~it the upper portion of this for. with your tax pay.ant. 437,384.36 7.114 1:? 430,270.24 .00 430,270.24 .00 430,270.24 .00 .00 X 00 = .00 X 045 = 19,362.16 X 12 = .00 X 15 = .00 11')J= 19,362.16 DATE 08-18-2004 02-16-2005 IIJHBER CD004288 CD004954 INTEREST/PEN PAID I-J 947.37 .00 AtIOUNT PAID 18,000.00 1,031. 74 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 19,979.11 616.95CR .00 616.95CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR :rN~TIJIr:TT~ 1 RE '-1470EX{8-8ll) '*' INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Louise J. Hagenbuch FILE NUMBER REVIEWED BY ANITA MCCULLY ACN 2104-0536 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Total on line 14 was not correctly carried forward to line 16 of the recapitulation page. The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ROW Page 1 ::',~,::r:n,DtX) o:;?r;~ ~:~ Family Settlement Statement File No. 21-04-0536 ..' f'\t-. 9 r,l' l ~. \ S 2nuJ (,:..i'.J - t",i ~ , j . ,_.j C '"'/ ("~: THIS is a fin~1 statement ofthe co-Executors Harold G. Kretzing ~~:f<f~5C~~?:ing of the Estate of LOUIse J. Hagenbuch. "l'.. " l, WHEREAS: A. Louise J. Hagenbuch of Forest Park Health Center, 700 Walnut Bottom Road died on May 22, 2004, testate. B. On June 8, 2004, Letters Testamentary were granted to at Cumberland County File No. 21-04-0536 in the Register of Wills Office for Cumberland County, Pennsylvania. C. Co-Executors have administered the estate up until the present time and have paid all debts of the estate. D. The Estate has transferred all assets to M &T Trust Co. in accordance with the Hagenbuch Trust, except for the amount $16, 697.84, minus the final expenses following: Balance ofattomey's fee Filing of Statement Payable to Broujos & Gilroy, PC. Payable to Register of Wills $ 1,700.00 $ 17.00 Current Balance in Estate Account (Including $616.95 overpayment ofInheritance Tax) $ 1,717.00 $ 3,904.31 Net balance for transfer to Trust Estate $ 2187.31 E. The net balance has been transferred to the Hagenbuch Trust Estate for distribution by the Trust Estate. F. Co-Executors and Beneficiaries desire to forego a formal accounting and schedule of distribution and desires to conclude the estate by virtue of the filing of this document. NOW, THEREFORE, Co-Executors, intending to be legally bound, state as follows: I. The Co-Executors state that the Co-Executors of the Estate of Louise J. Hagenbuch will not file a formal accounting or schedule of distribution. 2. Co-Executors state that all costs of the Estate are paid. 3. The Co-Executors certify that the account stated herein is true and correct for filing with the Clerk of Orphans' Court in final settlement of the Estate of Louise J. Hagenbuch, subject to the provisions hereof. IN WITNESS WHEREOF, Co-Executors, intending to be legally bound, hereby set their hands and seals the day and year first above written. WI J.k~cd~ Harold G. Kretzi g, . . tor Ii ~ , H. Kretzing, Co-Execu and Beneficiary I "'~~ n~r'^qrv-n r,[[I^r (\r BUREAU OF INDIVIDUAL TtlXE&); .U:=u' '.J':",:Gt "~': INHERITANCE TAX DIVISION "r_;', PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' ',;,,"1 REV-1607 EX AFP (03-05> 2005 AUG 12 PH I: 10 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-25-2005 HAGENBUCH 05-22-2004 21 04-0536 CUMBERLAND 101 AlIOUnt R_itt.d LOUISE J CLE~~:,i( C.: 0"" --"COT -",. .j'---,: JOHN H BRO~DS'ESQ BROUJOS & GILROY 4 N HANOVER ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax paynant. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS - --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~.~ ESTATE OF HAGENBUCH LOUISE J FILE NO. 21 04-0536 ACN 101 DATE 07-25-2005 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-13-2005 PRINCIPAL TAX DUE: 19,362.16 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-18-2004 CD004288 947.37 18,000.00 02-16-2005 "- CD004954 .00 1,031.74 07-07-2005 ........ REFUND .00 616.95- TOTAL TAX CREDIT 19,362.16 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. J '-J...S'1.... Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 BROUJOS JOHN 4 NORTH HANOVER STREET CARLISLE, PA 17013 RE: Estate of HAGENBUCH LOUISE J File Number: 2004-00536 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 KRETZING HAROLD E NKA 80 E RIDGE STREET CARLISLE, PA 17013 RE: Estate of HAGENBUCH LOUISE J File Number: 2004-00536 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ / Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 KRETZING HAROLD G RE: Estate of HAGENBUCH LOUISE J File Number: 2004-00536 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 KRETZING JEAN 80 E RIDGE STREET CARLISLE, PA 17013 RE: Estate of HAGENBUCH LOUISE J File Number: 2004-00536 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: I-L){.J{<< ~ tE' "- T 1-/ fJ-G'!:N ~ u~. r-f- Date of Death: S /2-2-/ 0 i Estate No.: :J 6D if - 66 5 3~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State w~er administration of the estate is complete: Yes g No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did ~ ~rsonal representative file a final account with the Court? Yes M No 0 b. The separate Owhans' Court No. (if any) for the personal representative's account is: N f ~ c. Did the person~epresentative state an account informally to the parties in interest? Yes tj No 0 Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. '1/ S- /()~ ~ cJj, ~ Si,ature Je~ n H r f< reI :J /1'7' '( Name flU Address t!J1,1,:) I eSt- , 1 7/7 -9-Y3 -lft2fD Telephone No. Capacity: ~ Personal Representative o Counsel for personal representative 8 11 : IJ ~/Ur-It ;;/e/ Pff 1701-3 @