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PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
Estate of Robert H. Long, Jr.
also known as
COUNTY, PENNSYLVANIA
File Number 21 -- ~ !~ ~ ~~
,Deceased Social Security Number 009-24-3149
Hershey Trust Company, by Lisa L Pieraallini, Vice President and Trust Officer
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE `A' or `B' BELOW.•)
® A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the named in the
last Will of the Decedent, dated 03/13/1998 and codicil(s) dated 05/25/2007
State relevant circumstances, e.g., renunciation, death of executor, etc.
After the execution of the documents offered for probate: Decedent did not marry; was not divorced; was not a party to a pending divorce proceeding
wherein grounds for divorce had been established as provided in 23 Pa. C.S.A. § 3323 (g); did not have a child born or adopted; was not the victim of
a killing; and was never adjudicated an incapacitated person, except as follows:
no exceptions
B. Grant of Letters of Administration
(If applicable, enter: c.t.a.; d.b.n.c.t.a.; pedente liter durante absentia; durante minoritate)
Petitioner(s), after a proper search, has/have ascertained that Decedent left no Will and was survived by the following spouse 4if any) and heirs (if
Administrat-on, c. t. a. ord.b.n.c.t.a., enter date of Will on Section A above and complete list of heirs); was not the victim of a killing; was never
adjudicated an incapacitated person; and was not a party to a pending divorce proceeding wherein grounds for divorce had been established as
provided in 23 Pa. C.S.A. § 3323 (g), except as follows:
Name Relationship Residence
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(COMPLETE /N ALL CASES:) Attach additional sheets if necessary. ==.{ -~ -
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Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principa~sidence at ;~~,_: O
665 St. John's Drive, Camp Hill, Hampden Cumberland, PA 17011
(List street address, town/city, township, county, state, zip code)
Decedent, then _~~ years of age, died on 03/07/2011 at Holy Spirit Hospital, Camp Hill, Pennsylvania
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 500,000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 300,000.00
situated as follows: real estate lying and being situate in Hampden Township, Cumberland County, Pennsylvania, having a street address
of 665 St. John's Drive, Camp Hill, Pennsylvania 17011
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
ignature Typed or printed name and residence
Hershey Trust Company, by Lisa L. 1 West Chocolate Avenue
~\ Piergallini, Vice President and Trust Hershey, PA 17033
~ --~'`'~~ Officer
Form RW-U2 Rev. 12-26-2010 (interim form, pending action by the Court) Copyright (c) 2006 form software only The Lackner Group, Inc.
Page 1 of 2
- a
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Oath of Personal Representative
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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 representative(s) of the Decedent, Petitioner(s) will well and truly
administer the estate according to law. n
Sworn to or affirmed and subscribed ~ ~~
Signat re of
before me this ~f i day of
t ~ ~ ~ ~ Signature of Personal Representative C7
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For the Register Signature of Personal Representative _.__ ,^~~ r~ ~~ ;
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File Number: 21 - ~ I - ~~~ ~ ~ f- - ~ '~ Cj
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Estate of Robert H. Long, Jr. ,Deceased
Social Security N Jumber: 009-24-3149 Date of Death: 03/07/2011
AND NOW, ~~-~ ~-r1 I ~ ~'h ~ ~ , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Hershey Trust Com a~nv, by Lisa L. Piergallini, Vice President and Trust Officer
in the above estate
and that the instrument(s) dated 03/13/1998 05/25/2007
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent
FEES
Letters .......................................... $ 560.00
Short Certificate(s)....C~~.~........ $ ~ b(~ • ~'u --x$:88
Renunciation(s) ............................ $
Automation fee $ 5.00
JCS fee $ 23.50
Will fee $ 15.00
C~QC~~C11 $ I~~c;~
axe ~~-01.` ~~~ ~~~ $ ~(~ ~ ~
$
$
$
$
TOTAL ................................... $ ~~~- SO..$y~..~,
Att
Att
Supreme Court I.D. No.: 09837
Black and Davision
Address: 82 West Queen Street
Chambersburg, PA 17201
Telephone: 717-264-5194
Form Rw OZ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 2
71f1~.Rn5 RF\~ rat/m~
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph,
Fee for this certificate, $6.00
P 17298319 __
Certific~~>tion Number
G\
9
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This i~ to certify tt~+~lt the information here given is
correctly copied fron~) ~fn elri~~inal Certificate of Death
duly filed with )Y~r: pis Local Registrar. The original
certificate will be forr~-arded to the State Vital
Records Office for perrY~anent filing.
M~ 12 11
Luct~tl Registrar Uate [sued
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t43 REV ~~~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
PE /PRINT IN
~~ERA CERTIFICATE OF DEATH
(See Inttttructlons and enemoles on revenusl
n.c ri~c rv~MOCn
1. Warne of Decedent (FkeL mldde, bet, aufPoc) 2. Sex 3. Sodel Security I4untber 4. Dab of Death (Month, day, Year)
. ~ ~• (~ Y) 1 Under 1 8. Dab d Birth 7. and able a Be. Place of Death Check ar
~r DaYe Fbtrs f4hwsas Hospital: Other. '
• 72 Yom. Se tember 13 1938 Granville NY [~ktpetbnt ^ ER I Outpatlent ^ DOA ^ Nursing Hans ^ Residence ^ Other - SpecHy:
Sb. County of Death 8e. City, Boro, Twp. of Death 8d. FarYllly Name (N not InetlbAlort, plus street and number) 9. Was Decedent of Hfepertie Origkt? No ^ Yes 10. Race: American Indian, Blade, White, etc.
•
(If Yea, sP•dfY Cuban, ISPeCJM
Cumberland Fast Pennsboro Hol S irit Hos ital "~~n~ PueAo Ritru,, e~.) White
• 11. Decedertl'a Usual of wok date moat of Me. Do rat ebb 12 Wea Decederd ewr in dr 13. Deoedertpa Education (SpecNy ony hi
hest
rade
bt
d 14
M
l
IOnd d W
rk a
U
A
S
d F
7 g
g
comp
e
) .
edte
Stadia: Monied, Never Monied,
' 15. Surviving Spouse (If wife, give maiden name)
o
nd of Buekte~/Irtduetry .
.
mte
orese ~,,,,,,b,y / secawery (a12) college (1-4 a 5+) idON'd~ Dwor~d (SP•ahl
"
^ Yes No
~ t8. Decedent's MaNktg Address (Street, d-Y /foam, state, zip code) DecedenYe
~
nt
(
irein e
665 St John's Drive A~ Raskb~ na. able Pa L
,7c. Yea, Decedent IJved In _ T~ff1TY~Pl'1 Twp
T
IpY
_
H111 Pa 17011 ~m.~^A' ~~-~1~~ 17d. ^ DeredentLlvedwithin
city/Boo
18. Fatlter'e Name (First, mklde, leaf, wf8x) 1g. Motlters Nerne (Post, mMde, maiden aunrrtr)
u e
20a. kdortrenys Name (Type /Print) 20b. Inlomtant's MelNrg Address (Street, dty / brm, slab, zro code)
Nicole L,o -McCo 231.5 Kent Street Hill Pa 17011
• 21a Medtod of Dbpoeition r ^ Crerrrtlon ^ Donatltn 21b. Deb of Disposition (Month, day, year) 21c. Place of Dieposltlon (Name of tamale crarteb a other
r ry, ry pbce) 21d. Location (Citylhnvn, state, z~r code)
~
• tdL Burial
Removel hen Sbb r Woe Cremator a Dorrflon Aulhorlaed
^ Otirr. r byMarlkalEtrerrtlrrar/Coronarl ^ Yee^ "° tford New York
rxrrel sctlrq ee wch) 22b. Licerre Nwrthsr 71c. Nome end Addrea of FecBly
- /~ 011654-L ors-Ratner Funeral Home Inc 1903 Market St Hill Pa 17011
Cartpbb 23ac only when cr
physicbrt h ral avetiebb ffi tirrr of deeM b 23a. To the best of my knowledge, derdtt occurred of the time, date and place atebd. (Slgrrtrse and 1Nb) 23b. L~erre Numbs 23c. Date S
~ (Monti, d•Y. Yew)
• Ceftiy Cause of deatit.
pear 24-28 moat bs tbrttDleted by person
was prataaxee dean, 24. Time of Death ~ 25. Date Pronastced~ (Madh, day, Year) 26. Was Ceae Referrod to Medal Examiner 1 Coroner fa a Reason Otiter then Cremation a Donation?
. r 3~ M. a rc.h col l ^ Yea ^ Na
CAUSE OF DEATH (See InatruoUone rand ~xamplee) r Approxlmab Inbrval:
Ibm 27. Part I: Enbr the ~jD,p~9y4pb - dseeaea, YrJuriee, a mmppcatiar • tltet dredy eased the death. DO NOT ertbr terminal events such es cardbc arrest, r Onset b Death
reepkalo
anesl
a ventricular Abfl
tl
An
t
h
i Part II: Enbr other
but not reaultlrtg b nr undsdyirg cause given in Part I. 28. Did Tobacco Use Contribute to Death?
^ Yes ^ P
~
b
ry
,
e
on v
au
s
ow
ng the etiology. List only ate tetra on each 16te. ~
~~ t
deeess a ~
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~
C
A
~ e
y
^ No ^ Unknown
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r
caidha
i r
ewl
B
ng
in d~M)
29
n Female
~_ a. ~ r
i .
:
^
Due a off:
~ ~ n ~'~ b
, Not pregnant wnhkt pest year
^ Pregnant at time d death
.
b acre Mbd an Nrr a
Due to a
Eller UNDEHLYNO CAUSE ( ee a of): ~
^ Not pregnant, but pregnant within 42 days
• (dkeese a Mtitsv that Inltlabd Me r
svenb reaunYtsln death) LAST. °• r of death
Dos to (a u a correquence d): r
Nol pregnant, bul pregnant 43 days to t year
• r
d, t
r before death
^ Unknown M pregnant wnhM the peat year
~ was ~
Autopsy
Perforrrted7 30b. Were Autopsy Fktdkga
AvaNeble Prbr b Carpbtbn 31. Memer of Death 32a. Dab of Injury (Month, day, year) 32b. Deecrbe How Injury Ocasred
32c. Place of Injury: Home, Ferm, Street. Factory,
of Caws of Death? ^ Natural ^ ltomidde Olfice Bulknrtg, etc. (Speclyj
^ Yes ~ No ^ Yea ^ No ^ Acddent ^ Pendktg Invastlgatlan 32d. Time of Injury 32a. htjury of Work? 32f. n Trenepatelbn Injury (Spedyl 32g. Location of injury (Street, pty /town. state)
^ Suidde ^ Could Not bs Determined ^ Yea ^ No ^ Driver / ~°'at0f ^ Paeeertger ^ PedesMen
M Otiter • Spedly:
33a. CertlBer (check any err) 33b. d Ce
• Cntllying PhY•~ (Physlden certHykq cause o1 death when aranrr phytdiert has praauraed death arW cmglebd kem 23)
~
TotMbrrtofmylmowbdge,daalhoaumdduetotMaras(s)rMnanneruabbd--------------------------------- ^
• ~C
•~ PhY•~ l~r~en bit Prona+ndng death and certilyirtg b cause of deelh 33c. Llcerre Number
.Date Signed (Month, day, year)
To Nre beat of my laawbdga, daelh occurred et dre thrr, dob, end pba, and dos W tM ease(s) and menrbr ee Nabd_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^
•
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Medal ExemYnr/Coroner
On the b
b
f
b
ll
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o
o
exam
le
on an
Or
nvestlgetlon, In my opinion, death attuned el 1M time, deb, and pbte, end dos to the cewe(e) and manner a abbrl. ^ yt, ~ Armes of Person Who Canpletsd Cause of Deant (hem 27) Type I Print
~
35. sgf,aw~a ~ / 3s. Dais Flbd ( , day, Year) C~~}~Q~/ G
fl/ty1)'~ 10=5 ~ r 7 I o 2.._.
Dispoaitiort Permit No. ~ ~ ~~~ ~?/
LAST WILL AND TESTAMENT n :: .,
OF .,.? ..
c ~ -~c~
,~_~~
ROBERT H . LONG, JR . ' ~ _ ~ ~'~ ~~~~
~;~_ c ,
~.:
_-.,
I, ROBERT H. LONG, JR. , a resident of Cumbe~h~~id~ -_
. - _-~ _
County, Pennsylvania, being of sound and disposing mir~~nd °•
memory, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any
time previously made.
ITEM I: All inheritance, estate and
similar taxes becoming due by reason of my death ("Death
Taxes"), whether such Death Taxes shall be payable by my estate
or by any recipient of any property, shall be paid by my
Executor out of the property passing under ITEM VI of this Will
as an expense and cost of administration of my estate. My
Executor shall have no duty or obligation to obtain
reimbursement for any Death Taxes paid by my Executor, even
though paid with respect to proceeds of insurance or other
property not passing under this Will.
ITEM II: I hereby exercise all powers of
appointment which I may have at the time of my death in favor of
my Executor, and all property subject to all such powers of
appointment shall be included in my estate and be governed by
the provisions of this Will.
ITEM III: I give and bequeath all of my
household furniture-and furnishings, automobiles, books,
pictures, jewelry, china, crystal, appliances, silverware „
wearing apparel and all other like articles of household or
personal use or adornment to my living children in as nearly
equal shares as they shall select under the supervision of my
Executor. Any conflicting choices shall be resolved by drawing
-gin
_ _ ._, _~
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lots. Any such articles not so selected or which cannot be
fairly divided or distributed in kind in the opinion of my
Executor shall be sold or otherwise disposed of and the proceeds
thereof shall pass as a part of my residuary estate.
ITEM IV: I give-and bequeath the sum of One
Hundred Fifty Thousand Dollars ($150,000.00) to the SHIPPENSBURG
UNIVERSITY FOUNDATION, Shippensburg, Pennsylvania. It is my
desire that the bequest made by this ITEM be invested and that
the income therefrom be used for scholarships in my name to
students of high academic ability and in need of financial
assistance, all as determined by the Shippensburg University
Foundation in its sole discretion. It is my intention that the
bequest made by this ITEM conform to the provisions for the
allowance of the charitable deduction for federal estate tax
purposes. I therefore direct that any provisions of this Will
notwithstanding, the provisions hereof and powers granted herein
to my Executor shall be construed in accordance with said
intention and shall not be interpreted or exercised so as to
disqualify any portion of the bequest made by this ITEM for the
federal estate tax charitable deduction. Any provisions hereof
and powers granted herein to my Executor which would cause any
portion of the bequest made by this ITEM not to qualify for the
federal estate tax charitable deduction shall be null and void
and of no force or effect. In the event that the bequest made
by this ITEM would not qualify for the federal estate tax
charitable deduction because at the relevant time or times the
Shippensburg University Foundation is not an entity or a part of
an entity bequests to which qualify for the federal estate tax
charitable deduction, then the bequest made by this ITEM shall
not be made and the amount thereof shall pass as a part of my
Page 2 of 12 pages
residuary estate anything to the contrary set forth in this ITEM
notwithstanding.
ITEM V: I give and bequeath the sum of
Twenty-Five Thousand Dollars ($25,000.00) to the DICKENSON
SCHOOL OF LAW, Carlisle, Pennsylvania. It is my desire that the
bequest made by this ITEM be invested and that the income
therefrom be used for scholarships in my name to law students of
high academic ability and in need of financial assistance, all
as determined by the Dickenson School of Law in its sole
discretion. It is my intention that the bequest made by this
ITEM conform to the provisions for the allowance of the
charitable deduction for federal estate tax purposes. I
therefore direct that any provisions of this Will
notwithstanding, the provisions hereof and powers granted herein
to my Executor shall be construed in accordance with said
intention and shall not be interpreted or exercised so as to
disqualify any portion of the bequest made by this ITEM for the
federal estate tax charitable deduction. Any provisions hereof
and powers granted herein to my Executor which would cause any
portion of the bequest made by this ITEM not to qualify for the
federal estate tax charitable deduction shall be null and void
and of no force or effect. In the event that the bequest made
by this ITEM would not qualify for the federal estate tax
charitable deduction because at the relevant time or times the
Dickenson School of Law is not an entity or a part of an entity
bequests to which qualify for the federal estate tax charitable
deduction, then the bequest made by this ITEM shall not be made
and the amount thereof shall pass as a part of my residuary
estate anything to the contrary set forth in this ITEM
notwithstanding.
Page 3 of 12 pages
ITEM VI: I give, devise and bequeath all of
the rest, residue and remainder of my property, real, personal
and mixed, wherever situate, not disposed of in the preceding
portions of this Will, to my living issue, per stirpes;
provided, however, that (1) should any such issue be a child of
mine who has not attained the age of fifty-five(55) years, such
child's share shall be retained by my Trustee, IN TRUST
NEVERTHELESS, to be held, administered and disposed of as a
separate trust estate in accordance with ITEM VII ( the "Child's
Trust"), or (2) should any such issue be the issue of a deceased
child of mine who has not attained the age of twenty-one years,
such issue's share shall be retained by my Trustee, IN TRUST
NEVERTHELESS, to be held, administered and disposed of as a
separate trust estate in accordance with ITEM VIII (the
"Grandchild's Trust").
ITEM VII: My Trustee shall have, hold,
manage, invest and reinvest the assets of each Child's Trust,
collect the income therefrom and
(a) Until the child for whose benefit the Child's
Trust was established (the "Child") shall have attained the
age of twenty-one years, my Trustee shall from time to time
pay to or for the benefit of the Child such amounts of the
net income and principal of the Child's Trust as, in the
sole discretion of my Trustee, may be necessary for the
Child's maintenance, support, medical and nursing care and
education, including college and graduate education, taking
into consideration any other means readily available such
purposes. At the end of each year any undistributed income
shall be added to the principal of the Child's Trust.
(b) After the Child shall have attained the age of
twenty-one years, my Trustee shall thereafter pay to or for
Page 4 of 12 pages
the benefit of the Child the net income derived from the
Child's Trust in installments not less frequently than
quarterly and such amounts of the principal, as in the sole
discretion of my Trustee, may be necessary for the Child's
maintenance, support, medical and nursing care and
education, including college and graduate education, taking
into consideration any other means readily available for
such purposes.
(c) If at the time of the creation
Trust the Child shall have then attained
below or if the Child shall thereafter a'
Trustee shall distribute outright to the
fractional portion of the then remaining
Child's Trust set forth below:
Age
40 years
of the Child's
an age set forth
ttain such age, my
Child the
principal of the
Fractional Share
One-fourth
45 years One-third
50 years One-half
55 years Balance then remaining
(d) If the Child shall die before final distribution
of the assets of the Child's Trust is made, the then
remaining principal and any undistributed income of the
Child's Trust shall be distributed to the Child's then
living issue, per stirpes; provided, however, that if any
such issue shall not then have attained the age of twenty-
one years, such issue's share shall be retained by my
Trustee, IN TRUST NEVERTHELESS, to be held, administered
and disposed of as a separate trust estate in accordance
with the provisions of ITEM VIII (the "Grandchild's
Trust"). If the Child has no then living issue, then to my
then living issue, per stirpes; provided, however, that if
Page 5 of 12 pages
any such beneficiary is then the beneficiary of a Child's
Trust or Grandchild's Trust hereunder, the share of such
beneficiary shall be added to the principal of such Child's
Trust or Grandchild's Trust and become a part thereof. If
I have no then living issue, then to the SHIPPENSBURG
UNIVERSITY FOUNDATION, Shippensburg, Pennsylvania, and the
DICKENSON SCHOOL OF LAW, Carlisle, Pennsylvania, in equal
shares; provided, however, in the event that at the time of
any distribution under by this ITEM to the Shippensburg
University Foundation or the Dickenson School of Law, such
entity is not in existence, then such distribution shall be
made to the other such entity, if then in existence, or, if
neither such entity is in existence, then to such entity or
entities bequests to which qualify for the federal estate
tax charitable deduction and in such amounts as my Trustee,
in the sole discretion of my Trustee, shall determine.
ITEM VIII: My Trustee shall have, hold,
manage, invest and reinvest the assets of each Grandchild's
Trust, collect the income therefrom and
(a) Until the issue of a deceased child of mine for
whose benefit the Grandchild's Trust was established the
"Grandchild") shall have attained the age of twenty-one
years, my Trustee shall from time to time pay to or for the
benefit of the Grandchild such amounts of the net income
and principal of the Grandchild's Trust as, in the sole
discretion of my Trustee, may be necessary for the
Grandchild's maintenance, support, medical and nursing care
and education, including college and graduate education,
taking into consideration any other means readily available
for such purposes. At the end of each year any
Page 6 of 12 pages
undistributed income shall be added to the principal of the
Grandchild's Trust.
(b) After the Grandchild shall have attained the age
of twenty-one years, my Trustee shall distribute the
remaining principal and any undistributed income of the
Grandchild's Trust outright to the Grandchild. If the
Grandchild shall have died before attaining that age, upon
the death of the Grandchild my Trustee shall distribute the
remaining principal and any undistributed income to the
then living issue of the parent of the Grandchild who was a
child of mine, per stirpes, or if such parent has no then
living issue, then to my then living issue, per stirpes;
provided, however, if any such beneficiary is then a
beneficiary of a Child's Trust or a Grandchild's Trust
hereunder, the share of such beneficiary shall be added to
the principal of such Child's Trust or Grandchild's Trust
and become a part thereof.
ITEM IX: No interest in income or principal
of my estate or any trust created hereunder shall be subject to
attachment, levy or seizure by any creditor, spouse, assignee or
trustee or receiver in bankruptcy of any beneficiary of my
estate or of any trust created hereunder prior to the
beneficiary's actual receipt thereof. My Executor or Trustee
shall pay over the net income and the principal to the
beneficiaries herein designated, as their interests may appear,
without regard to any attempted anticipation (except as may be
specifically provided herein), pledging or assignment by any
beneficiary of my estate or of any trust created hereunder and
without regard to any claim thereto or attempted levy,
attachment, seizure or other process against said beneficiary.
Page 7 of 12 pages
ITEM X: Any person who shall have died at
the same time as I or under such circumstances that it is
difficult or impossible to determine who shall have died first
shall be deemed to have predeceased me. Any person other than
me who shall have died at the same time as any then beneficiary
of income of my estate or a trust created hereunder or under
such circumstances that it is difficult or impossible to
determine who shall have died first shall be deemed to have
predeceased such beneficiary.
ITEM XI: In the settlement of my estate and
during the continuance of any trust created hereunder, my
Executor and my Trustee shall possess, in addition to those
powers conferred by law, the following powers to be exercised,
without authority from any court, for the best interests of the
beneficiaries:
(a) To retain any investments I may have at my death
so long as my Executor or Trustee may deem it advisable to
my estate or trust so to do.
(b) To vary investments, when deemed desirable by my
Executor or Trustee, and to invest in such bonds, stocks,
notes, real estate mortgages or other securities or in such
other real or personal property as my Executor or Trustee
shall deem wise, without being restricted to so called
"legal investments."
(c) In order to effect a division of the principal of
my estate or trust or for any other purpose, including any
final distribution of my estate or trust, my Executor or
Trustee is authorized to make said divisions or
distributions of the personalty and realty partly or wholly
in kind. If such division or distribution is made in kind,
said assets shall be divided or distributed at their
respective values on the date or dates of their division or
distribution. In making any division or distribution in
kind, my Executor or Trustee shall divide or distribute
said assets in a manner which will fairly allocate any
unrealized appreciation or depreciation among the
beneficiaries.
Page 8 of 12 pages
(d) To sell either at public or private sale and upon
such terms and conditions as my Executor or Trustee may
deem advantageous to my estate or trust, any or all real or
personal property or interest therein owned by my estate or
trust severally or in conjunction with other persons, and
to consummate said sale or sales by sufficient deeds or
other instruments to the purchaser or purchasers, conveying
a fee simple title, free and clear of all trust and without
obligation or liability of the purchaser or purchasers to
see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to
make, execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon my Executor or Trustee in this paragraph or
elsewhere in this Will.
(e) To mortgage or pledge real or personal property
owned by my estate or trust and to make leases of real or
personal property for any term.
(f) To borrow money from any party, including my
Executor or Trustee, to pay indebtedness of mine or of my
estate or trust, expenses of administration, Death Taxes,
other taxes or for any other purpose.
(g) To pay all costs, Death Taxes, other taxes,
legally enforceable debts, expenses and charges in
connection with the administration of my estate or trust,
the expenses of my last illness and my funeral expenses.
(h) To vote any shares of stock which form a part of
my estate or trust and to otherwise exercise all the powers
incident to the ownership of such stock and to hold and
actively manage and operate any unincorporated business,
including any sole proprietorship, joint venture and
partnership, with all the rights and powers of any owner
thereof.
(i) In the discretion of my Executor or Trustee, to
unite with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of my estate or trust.
(j) To assign to and hold in my estate or trust an
undivided portion of any asset.
(k) To hold investments in the name of a nominee.
Page 9 of 12 pages
(1) To abandon, compromise, settle, arbitrate, pay or
otherwise deal with claims in favor of or against my estate
or trust.
(m) To select, employ and compensate any person, firm
or corporation engaged in rendering investment counsel
advice to advise my Executor or Trustee in making
investments, managing securities or making decisions
concerning the purchase, retention, sale or other
disposition of any part of my estate or trust; and to
select, employ and compensate any attorney, accountant,
broker or other specialist or firm thereof to render
services to my Executor or Trustee with respect to my
estate or trust.
ITEM XII: In the settlement of my estate:
(a) My Executor shall not be personally liable for
any loss to my estate or to any beneficiary of my estate
resulting from an election made in good faith to claim a
deduction as an income tax deduction or as an estate tax
deduction; nor, as a result of such election, shall any
compensating adjustments be made.
(b) In valuing property in my gross estate for the
purposes of any Death Tax, my Executor shall not be
personally liable for any loss to my estate or to any
beneficiary of my estate resulting from my Executor's
decision made in good faith to use a particular valuation
date; nor, as a result of such decision, shall any
compensating adjustments be made.
(c)
any loss
resultin
Executor
decision
made.
My Executor shall not
to my estate or to any
~ from any other decisi
in good faith; nor, as
or election, shall any
be personally liable for
beneficiary of my estate
~n or election made by my
a result of any such
compensating adjustments be
ITEM XIII: I hereby nominate my friend,
CHARLES L. SIECK, of Boca Raton, Florida, to be the Executor of
my estate. If for any reason he should fail or cease to act, I
nominate the HERSHEY BANK AND TRUST COMPANY, Hershey,
Pennsylvania, to be my Executor. All references in this Will to
my "Executor" shall also refer to any successor Executor.
Page 10 of 12 pages
ITEM XIV: I hereby appoint my friend,
CHARLES L. SIECK, of Boca Raton, Florida, as Trustee of any
trust created hereunder. If for any reason he should fail or
cease to act, I appoint HERSHEY BANK AND TRUST COMPANY, Hershey,
Pennsylvania, as my Trustee. All references in this Will to my
"Trustee" shall also refer to any successor Trustee.
ITEM XV:
qualify and serve without the
bond or other security. Any
entitled to compensation for
standard schedule of fees in
rendered.
Any Executor or Trustee shall
duty or obligation of filing any
corporate fiduciary shall be
its services in accordance with its
effect when the services are
ITEM XVI: In the event that for any reason
on the date of any distribution of income or principal from my
estate or any trust created hereunder there is not a beneficiary
thereof, then such distribution shall be made to such persons,
and in such proportions, as would be entitled to my estate had I
then died intestate, a resident of the State of Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and
THE REST OF THIS PAGE INTENTIONALLY LEFT BLANK
Page 11 of 12 pages
y,
•
seal and do hereby declare this instrument to be my Last Will
and Testament, this ~3 day of 0~~~ 1998.
(SEAL )
We, the undersigned, do hereby certify that the
foregoing instrument was signed, sealed, published and declared
by ROBERT H. LONG, JR., the Testator, to be his Last Will and
Testament, in our presence.
Residing at:
- Residing at• ~~'
Page 12 of 12 pages
,~, ,~ ~_, ~~e~
OATH OF NON-SUBSCRIBING WITNESS(ES)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of Robert H. Long, Jr. ,Deceased
Jan G. Sulcove
and
(Print Name)
Malinda E. Bowers
(Print Name)
(each) being duly qualified according to law, depose(s) and say(s) that she / he /they was /were well-
acquainted with Robert H. Long, Jr. and am /are familiar
with the handwriting and signature of the decedent, and that the signature of Robert H. Long, Jr.
to the foregoing instrument purporting to be the Last Will and Testament/Codicil of
Robert H. Long, Jr. is in his /her
(sig rue Jan G. Sulcove
82 West Queen Street
(Street Address)
Chambersburg, PA 17201
(City, State, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
befo a me thi ~ d y
~-- ~~ .
of `
~~c ~' v~~
Deputy for Register of ~ i Is
i
~wrL~p'rop r handwriting.
linda E. Bowers
82 West Queen Street
(Street Address)
Chambersburg, PA 17201
(City, State, Zip)
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Form RW O4 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc.
CODICIL
I, ROBERT H. LONG, JR., of Cumberland County, Pennsylvania, having made my
Last Will and Testament, dated as of March 13, 1998, do hereby make, publish and
', declare this to be a Codicil to my Last Will and Testament.
1.
I hereby revise ITEM XIII of my Last Will and Testament referred to above changing
my Executor and hereby name Hershey Trust Company, Hershey, Pennsylvania, to be my
Executor.
2.
I hereby revise ITEM XIV of my Last Will and Testament referred to above changing
my Trustee and hereby name Hershey Trust Company, Hershey, Pennsylvania, to be my
Trustee.
3.
I hereby ratify and confirm my Last Will and Testament except insofar as the same
has been modified by this Codicil.
IN WITNESS WHEREOF, I, Robert H. Long, Jr., have to this Codicil to my Last Will
l
and Testament, dated March 13, 1998, subscribed my name and set my seal, this~~ _
day of May, 2007.
BLACK
AND
DAVISON
ATTORNEYS AT LAW
82 W. QUEEN STREET
CHAMBERSBURG, PA
17201
717.264.5194
~~~
';
Signed, sealed, published and declared as and for a Codicil to his Last Will and
Testament, dated March 13, 1998, by Robert H. Long, Jr., the above-named Testator, in
the sight and presence of us, who at his request and in the sight and presence of him and
of each other, have hereunto subscribed our names as witnesses on the day and year last
above written.
~~m~
~a~ P
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF FRANKLIN
I, Robert H. Long, Jr., the Testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as a Codicil to my Last Will, dated March 13,
1998; and that I signed it willingly and as my free and voluntary act for the purposes therein
expressed.
Sworn to or affirmed and acknowledged before me by Robert H. Long, Jr., the
Testator, this °~~ day of May, 2007.
~--
Testator
f~i . ~~..~..lc-
No ry
COMMONWEALTH OF PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Lynann M. Funk, Notary Public
Chambersburg Soro, Franklin County
My Commission Expires Mar. 3, 2008
Member, Penns~~+»<»:a ,~.~_ ~~~csation Of Notaries
SS
COUNTY OF FRANKLIN
We, ~~~. G , ~ ~.. ~ c.o~~ and .~ ~:.~.~. y ~ , G~~ ~ ~~ ,•--tt ~, , the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw the Testator
sign and execute the instrument as a Codicil to his Last Will, dated March 13, 1998; that
the Testator signed willingly and executed it as his free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and sight of the Testator
signed the Codicil as a witness; and that to the best of our knowledge the Testator was at
that time eighteen or more years of age, of sound mind and under no constraint or undue
influence.
Sworn to or affirmed and subscribed to before me by ~ a.~ G _ 5~,,,I c ~ ~- ~.
and :.S`~~~_~ L. ~ ~ ~ a,r.a „1, witnesses, this ~~day of May, 2007.
itn ss
COMMONWEALTH OF PENNSYLVANIA "
Notarial seal Witness
Lynann M. Funk. Notary Public '~
Chambersburg Boro, Franklin County i~~/t ~~-s~ ~ _
My Commission Expires Mar. 3, 2008
Member, Pennsyiv2.rrr~ ~~.=.rc~~atinn Of Notaries Notary