HomeMy WebLinkAbout04-0884
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Gerald A. Leidy No. .:1/ - O'-l-'i'~t/
Also known as To: Register of Wills for the County of
, deceased Cumberland County in the
Social Security No. 180-28-2412 Commonwealth of Pennsylvania
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The petition of the undersigned respectfully represents that: ~ ~.: g ~'T
Your petitioner, who is 18 years of age or older an the executrix named gthe last Will of tll~
above decedent, dated January 20, 1998 and codicil(s) dated nla' 1:8
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Decedent was domiciled at death in Cumberland County, Pennsylvania, with h'i!i'last family or
principal residence at 608 Woodland Drive, Mt. Holly Springs, PA 17065. B
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Decedent, then 73 years of age, died June 29, 2004, at Carlisle Regional Medical <:toter.
Except as follows, decedent did not marry, was not 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:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $25.000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $
Situate as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon.
(testamentary; administration c.t.a; administration d.b.n.c.t.a) .
i~ 't: c4<?-
Vivian P. Leidv
608 Woodland Drive. Mt. Hollv. PA 17065
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct
to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent
petitioner will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed t7~' y:~
Before me this~daY C}f~..J,., t,,- Vivian P. Leid~
2004.
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No..:2J - ()<-J -5'fILI
Estate of Gerald A. Leidy, Deceased
DEGREE OF PROBATE AND GRANT OF LETTERS
AND NO~, 2004, in consideration of the petition on the reverse side hereof,
satisfactory proof having een presented before me,
IT IS DECREED that the instrument(s) dated January 20, 1998 described therein be admitted to probate and
filed of record as the last will of Gerald A. Leidy and Letters Testamentary are hereby granted to Vivian P.
Leidy.
FEES
Probate, Letters, Etc.............$I.oO. 00 Taylor P. Andrews, Esq. 15641
Short Certificates (3)..... .. . .. .. $ Q . 00 78 West Pomfret Street
~~~'P-clfl""~ Carlisle, PA 17013
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tllO$.lqR....2117 COMMONWEALTH OF PEN~SYLV"'NIA. DEPARTMENT OF HEALTH. VITAL RECORDS -
CERTIFICATE OF DEATH
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LAST WILL AND TEST AMENT
OF
GERALD A. LEIDY d :X.1
..,. (.
I, GERALD A. LEIDY, of South Middleton Township, Cumberland Cou~,
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Pennsylvania, declare this to be my Last Will and Testament and revoke any and al}i wills.~
- , )
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codicils heretofore made by me. .,....
. .
---.<
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ITEM I: My personal representative shall pay from the residue of my
estate the expenses of my last illness, funeral and burial debts duly allowed against my estate.
ITEM II: I bequeath those articles of my automobiles, personal effects.
household goods, and other tangible personalty of like nature (not including cash or
securities), together with any existing insurance thereon, if any, as may be my individual
property and not the property of my Wife or owned jointly by me with her, as set forth in a
separate memorandum which I shall place with my Will to the persons therein designated. If I
shall leave no separate memorandum, or with regard to my automobiles, personal effects,
household goods, and other tangible personalty of like nature (not including cash or securities)
not referenced by such memorandum, I bequeath such property to my Wife, VIVIAN P.
LEIDY, if she survives me by thirty (30) days. Should my Wife, VIVIAN P. LEIDY, not be
living on the thirty-first day after my death, I bequeath such tangible personalty and insurance
thereon to my children, LYNNETTE E. LEIDY and SHARON LEIDY TODD, to be divided
among them by my Executrix with due regard for their personal preferences in as nearly equal
shares as practical.
.
2
ITEM III: I give the residue of my estate to whoever is Trustee of a certain
Revocable Agreement of Trust signed by me on January 20, 1998, to be held and distributed
under the terms of said Agreement and all valid amendments thereto.
ITEM IV: My Executrix and her successors, shall have the following
powers in addition to those vested in them by law, and by other provisions of my Will,
applicable to all property, whether income or principal, including property held for minors,
>> exercisable without court approval, and effective until actual distribution of all property;
"1:1
J~ A. To borrow money from any person or institution, including my Executrix and to
mortgage or pledge any and all real or personal property as my Executrix or
Trustee in its sole discretion shall choose.
..
"
" B. To compromise any claim or controversy.
C. To invest in all forms of property (including stock, common trust funds and
mortgage investment funds, whether maintained by my corporate fiduciary or
others) without restriction to investments authorized for Pennsylvania
fiduciaries, as they deem proper, without regard to any principal of
diversification or risk.
D. To retain any or all of the assets of my estate, real or personal, without regard
to any principal of diversification or risk.
E. To sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges, or
leases, for such prices and upon such terms or conditions as they deem proper.
ITEM V: (a) All death taxes (and interest and penalties thereon) imposed as a
result of my death upon any property passing under my Will or the said Agreement of Trust and
.
3
upon proceeds of insurance on my life, but not otherwise, shall be paid out of my residuary estate
if sufficient and to the extent that my residuary estate is insufficient such taxes shall be paid out
of the principal held under said Agreement of Trust as provided therein.
(b) I authorize my Executrix, in my Executrix's sole discretion,
in whole or in part, to elect to treat as qualified terminable interest property for the purposes of
qualifying for the marital deduction any property passing under my Will, said Agreement of
Trust or otherwise in which my wife has a qualifying income interest for life. My Executrix
shall be without liability to anyone for making or failing to make such election.
(c) I authorize my Executrix, in my Executrix's sole discretion,
to make an election, in whole or in part, to cause a Pennsylvania Inheritance Tax to be payable
by my estate on property passing to or for the benefit of my spouse or to defer the Pennsylvania
\ Inheritance Tax on such property. My Executrix shall be without liability to anyone for making
or failing to make such election.
ITEM VI: I appoint my Wife, VIVIAN P. LEIDY, Executrix of this my Last Will
and Testament. Should my Wife fail to qualify or cease to act as Executrix, I appoint my
daughters, LYNETTE E. LEIDY and SHARON LEIDY TODD, as Co-Executrices of this
my Last Will and Testament.
ITEM VIII: I direct that my Executrix and her successors shall not be required to
give bond for the faithful performance of their duties in this or any other jurisdiction.
4
IN WITNESS WHEREOF, I, GERALD A. LEIDY, have hereunto set my hand and
seal to this my Last Will and Testament, consisting of four (4) typewritten pages, each of
which bears my signature, this..::w +tday of January, 1998.
~-A.,= (SEAL)
GERALD A. L D , estator
Signed, sealed, published and declared by the above-named Testator, GERALD A.
LEIDY, as and for his Last Will and Testament, in the presence of us, who, at his request, in
his sight and presence, and in the sight and presence of each other, have hereunto subscribed
our names as witnesses.
f7 e~.tJ--JUx.'
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
WE, GERALD A. LEIDY, TAYLOR P. ANDREWS, and
Ko b\\ (\ Cru (\ \ f" , the Testator and witnesses, respectively, whose names are
signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as and for his Last
Will and Testament and that he signed willingly and that he executed as his free and voluntary
act for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge the
Testator was at the time eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence.
, Testator
f~ fA P'Yl1 "'" .
, Witness
Subscribed, sworn to and acknowledged before me by GERALD A. LEIDY, the
Testator, and subscribed to and sworn or affirmed to before me by TAYLOR P. ANDREWS
and Ro'Dyv-. Cmt\\\., , witnesses, this~i"ctay of January, 1998.
---_. b-oDa <V~ (SEAL)
MOT ARIAL SEAL Notary ~lic t
SHEllY D. SEXTON, NOTARY PUBLIC
CMlLlSLE BORO, CUMBERLAND COUN1Y
MY COMMISSION EXPIRES APRIL 26, 1999
Member. Pennsylvania Association 01 MOUlin .
....~_M_..........--'.,..-..-
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 01/10/2005
ANDREWS TAYLOR P
78 W. POMFRET STREET
CARLISLE, PA 17013
RE: Estate of LEIDY GERALD A
File Number: 2004-00884
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
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 ten (10 ) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 01/08/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
G~=~
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 01/10/2005
LEIDY VIVIAN P
608 WOODLAND DRIVE
MT HOLLY SPRINGS, PA 17065
RE: Estate of LEIDY GERALD A
File Number: 2004-00884
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 01/08/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~F=~~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE UNDER RULES 5.6(a)
Name of Decedent: Gerald A. Leidy
Date of Death: June 29, 2004
Will No: 21-04-0884
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on , January 12,2005:
Vivian P. Leidy
608 Woodland Drive
Mt. Holly Springs, PAl 7065
Lynnette Leidy Sievert
38 Cleveland St.
Greenfield, MA 01301
Sharon Leidy Todd
7 Ocean Dr.
Freeville, NY 13068
Bradley S. Gerlach, Vice President and Trust Officer
Orrstown Bank, Trustee
77 E. King St.
Shippensburg, PA 17257
.6(a) except: No exceptions.
Date: January 12, 2004
Taylor P. Andrews, Esquire
78 West Pomfret Street
Carlisle, PA 17013
Phone: 717-243-0123
Capacity: Counsel for personal representatives '.
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IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY
MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be determined wholly or partly by
the decedent's will. If the decedent died without a will, whether you will receive any money or
property will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of George C. Bartley, deceased
Date of Death: December 16, 2004
Administration Nnmber 2004 - 01163 (21-04-1163)
To:
Janet Stafford, Planned Giving Officer
The Pennsylvania State University
Office of University Development
Office of Planned Giving and Endowments
102 Old Main
University Park, PA 16802
(814) 865-0872 or 1-888-800-9170
Office of the President
Harrisburg Mea Community College
One HACC Drive
Harrisburg, P A 17110
(717) 780-2300
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Sue Borelli en f?IC)
:;:c,..O <- ((~~la
Planned Gifts ._:0 :!:.':
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Lebanon VaHey College J,2;-t- 1 . ''"ill
.....':~r:l c.n ~.~~.J CJ
.. _::0
101 North College Avenue '(J)~ ClO
00 -0 .<. .'r1
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Annville, P A 17003 g-n ::<: '~:~.;,c.~
(717) 867-6322 or 1-800-448-3582 53 - L_rTl
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Tuan Tran
1134 West Quince Street
Ontario, CA 91762
(909) 437-8941
1va Daetwyler (Deceased)
Charlotte, NC
Betty Daetwyler (Deceased)
14722 PI. Hudson & Pride Road
Pride, LA 70770
Calvin Daetwyler
1931 Prism Lane
Houston, TX 77043
(713) 461-3230
William Cassell, Sr.
P.O. Box 206
Dacula, GA 30019
(770) 945-4751
Helen Opperman Krause Animal Foundation (HOKAFI)
P.O. Box 311
Mechanicsburg, P A 17055
(717) 697-3377
Humane Society of Harrisburg Area
7790 Grayson Road
Harrisburg, P A 17111
(717) 564-3320
The Salvation Army
1122 Green Street
Harrisburg, PAl 71 02
(717) 233-6755
Boys Club of Harrisburg
1227 Berryhill Street
Harrisburg, P A 17104
(717) 234-3268
V olunteers of America
Regional Office
2112 Walnut Street
Harrisburg, PA 17103
(717) 236-1440
Harrisburg Masonic Consistory
Heritage Builders Fund of the Harrisburg Consistory
Ancient and Accepted Scottish Rite of Free Masonry
2701 North 3rd Street
Harrisburg, P A 17110
(717) 233-6851
Harrisburg Symphony Society
800 Corporate Circle
Harrisburg, PA 17110
(717) 545-5527
Harrisburg Choral Society
Pine Street Presbyterian Church
310 North 3rd Street
Harrisburg, PA 17101
(717) 238-9304
World Vision
P.O. Box 9716
Dept W
Federal Way, WA 98063-9716
(253) 815-1000
Harrisburg River Rescue, Inc.
111 South Cameron Street
Harrisburg, PA 17101-2806
Guiding Eyes for the Blind, Inc.
611 Granite Springs Road
York Town Heights, NY 10598
(914) 245-4024
The Rough and Tumble Engineers' Historical Association, Inc.
P.O. Box 9
Kinzers, PA 17535
American Bible Society
1865 Broadway
New York, NY 10023
(212) 408-1200
-
March of Dimes Birth Defects Foundation
Central Pennsylvania Chapter
160 South Progress Avenue
Harrisburg, P A 17109
(717) 545-4534
Covenant House
P.O. Box JAF 2973
New York, NY 10116-2973
(800) 388-3888
Please take notice of the death of decedent and the grant of letters to the personal
representative named below.
The Decedent, George C. Bartley, died on the 16th day of December, 2004 in
Cumberland County, Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedent is:
Steven Howell, Esquire
Howell Law Firm
619 Bridge Street
New Cumberland, P A 17070
(717) 770-1277
If the Decedent tied testate the will has been filed with the Office of the Register of Wills
of Cumberland County located at One Courthouse Square, Carlisle, Pennsylvania 17013 (717)
697-0371.
A copy of the Will or Petition may be obtained by contacting the Register of Wills and
paying the charges for duplication. However, a copy of the Will has been provided for your
convenience.
Respectfully Submitted,
BY:
even Howell, squire
619 Bridge Street
New Cumberland, P A 17070
(717) 770-1277
(717) 770-1278 Telecopier
Supreme Court LD. 62063
Capacity: Counsel for Personal Representative
and as Executor of the Estate
Date: January 4, 2005
7V
1 OFFICIAL USE ONLY ~~
. REV-1500
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT. FILE NUMBER
280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN
RESIDENT DECEDENT 21- 04- 0884
COUNTY CODe YEAR NUMBER
... DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z Leid , Gerald A. 180-28-2412
w DATE OF DEATH (MM-DD- YY) DATE OF BIRTH (MM-DD-YY) THIS MUST BE FILED IN DUPLICATE
Q
W 6/29/2004 7/11/1930 WITH THE REGISTER OF WILLS
(,)
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER
Q
Vivian P. Leid 206-24-9142
w o 2. Supplemental Return o 3. Remainder Return
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()O::~ 4. Limited Estate o 4a. Future interest Compromise o 5. Fed. Est. Tax Return Req'd
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::1:00 liJ 7. Decedent had Living Trust
() If iil X 6. Decedent Died Testate 8. Total number of SOB's
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z NAME: COMPLETE MAILING ADDRESS:
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Z Taylor P. Andrews, Esquire
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Q. FIRM NAME: Taylor P.Andrews, Esq.
(J)
w Andrews & Johnson Andrews & Johnson
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0:: TELEPHONE NUMBER 78 W. Pomfret St.
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() 717243-0123 Carlisle, P A 17013
:--"',,_1-
1. Real Estate (Schedule A) (1 ) $0.00 I9-!AL USE ~NL Y
$0.00 '- )
2. Stocks and Bonds (Schedule B) (2) .,
,".-.,
3.Closely Held Corporation, Partnership or Sole-Prop. (3) ,
4. Mortgages & Notes Receivable (Schedule D) (4) $0.00
Z 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E) (5) $1,880.00
0
;:: 6. Jointly Owned Property (Schedule F) (6) $197,876.74
~ o Separate Billing Requested
::) 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) $699,542.12
...
0: 8. Total Gross Assets (total lines 1-7) (8) $899,298.86 0',
<C
(,) 9. Funeral Expenses & Administration Costs (Sch H) (9) $3,500.00
UJ 10. Debts of Decedent, Mortgage liabilities, & Liens (10) $0.00
0::
11. Total Deductions (total lines 9&10) (II) $3,500.00
12. Net Value of Estate (Line 8 minus Line 11) (12) $895,798.86
13. Charitable and Governmental Bequests/See 9113 Trusts
for which an election to tax has not been made (13) $339,177.35
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $556,621.51
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
0 15. Amnt of Line 14 taxable at the spousal rate,
i= or transfers under Sec.9116(a)(1.2) $556,621.51 x.O_ (15) $0.00
~
::;) 16. Amount of Line 14 taxable at lineal rate $0 x.045 (16) $0.00
a.
~ 17. Amount of Line 14 taxable at sibling rate $0 x.12 (17) $0.00
0
0 18. Amount of Line 14 taxable at collateral rate $0 x.15 (18) $0.00
><
or( 19. Tax Due (19) $0.00
I-
20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
De.cedent's Complete Address:
. STREET ADDRESS
608 Woodland Ave.
CITY STATE ZIP
Mt. Holly Springs PA 17065
Tax Payments and Credits:
1. Tax Due (1 ) $0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discounts
Total Cred~s (A+B+C) (2) $0.00
3. Interest/Penally if applicable
D. Interest
E. Penalty
TotallnteresVPentany (D+E) (3) $0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
u lJ ulll b~Lj ._- ..;~-~'"'_. L m L
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: ~ D
b. retain the right to designate who shall use the property lranserred or its income: ~ D
c. retain a reversionary interest: or D ~
d. retain the promise for life of either payments or care? D ~
2. If death occurred after December 12. 1982, did decedent transfer property within one year of death
without receiving adequate consideration? D ~
3. Did decedent own an "in trust fo~' or payable upon death bank account or security at his or her death? D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary disignation? ~ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
DATE ~--.;23-o 5
s, PA 17065
DATE 3-~3-dS
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% [72P.S. Sec. 9116{a)(1.1)(I)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or forthe use of the surviving spouse is 0% [72 P.S. Sec. 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 applicabte 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 vaiue of transfers from a deseased 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 chitd is 0% [72 P.S. Sec. 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.9116(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. Sec.9116(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.
I
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANIOUS PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Leidy, Gerald A. 21-04-0884
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with Right of Survivorship must be disclosed on Schedule F
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 1991 Toyota Pickup 100,000 miles $1,880.00
2
3
4
5
6
7
TOTAL (also on line 5, Recapitulation) $1,880.00
Kelley Blue Book Values Page 1 of2
.
AUTrE'. VOUIf KI!V TO ALI'RJAiIIC
(.......1 ~...~. (1ti1Di!m(lti~! ~.
IIIllillRlrliaQDIIII.~e'ect Make lie . ..._.....i!,....
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. ~~~~~~a~~~E BOOK VALUES SEARCH
I
-
Privatf!PartyValu~ >>1991 >>Toyotl >>PickYPSllortaQI',i >>!;qyjpmentandOptio!lS l~~~r~h?y~a
or
KELLIYBWE.BOOK PRIVATI PARTY VALUE Print This PClge I.~~~rch~y(~~
Pennsylvania.03/16/2005 or
PRIVATE PARTY VALUE I~ear~~by~ri'
1991 Toyota Pickup Short Bed $1,880 or
l~earc~b~~~'
Engine: 4-Cyl. 2.4 Liter .j..~
Drive: 2 Wheel Drive
Transmission: Automatic
Mileage: 100,000 LINKS TO t} <i( ~' "" 5~tP4
'>;; ~ ~ ~ .
Equipment: >> FreQ N~w Car Quote
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Condition: Fair
"Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is still
in reasonable running condition. This vehicle has a clean Title History. The paint, body and/or interior need work
performed by a professional. The tires may need to be replaced. There may be some repairable rust damage.
Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private
Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory
warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions.
This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes.
ADDITIONAL RESOURCES
>> New Car Pricing >>Car Reviews )) Video Reviews >>Read Articles
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ABOUT KELLEY BLUE BOOK
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http://www.autosite.comlcontent/Research/kbb/index.cfm 3/16/2005
SCHEDULE F
JOINTL Y -OWNED PROPERTY
ESTATE OF FILE NUMBER
Leidy. Gerald A. 21-04-0884
if an asset was made joint within one year of the decedent's death, it must be reported on Schedule G
Surviving Joint Tenant (s):
NAME ADDRESS RELATIONSHIP TO
DECEDENT
A. Vivian P. Leidy 608 Woodland Ave., Mt. Holly Springs, PA 17065 Wife
Jointly-owned property:
ITEM NUMBER LETTER FOR DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF TOTAL VALUE OF DECD'S % INT. DOLLAR VALUE OF DECEDENTS
JOINT TENANT INSTtTUTlON AND BANK ACCOUNT NUMBER OR ASSET INTEREST
StMtLAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE
1 A 1963 Home and lot at
608 Woodland Ave., Mt. Holly
as per tax appraised value
parcel #'s: 40-31-2187-037 & 37A $124,600.00 50% $62,300.00
2 A pre 2002 Orrstown Bank account $68,916.00 50% $34,458.00
3 A pre 1998 Eaton Vance Prime Rate reserves * $11,200.00 50% $5,600.00
4 A pre 1998 AARP investments* $121,926.86 50% $60,963.43
5 A pre 1998 Smith Barney account $49,110.61 50% $24,555.31
6 A pre 1998 Furnishings and personal
property est. at $20,000 50% $10,000.00
* = values as of payments to payee. Values as of Dod will be
transmitted to Dept of Revenue when received. Little difference
is expected.1 I I
TOTAL (also on line 6, Recapitulation) $197,876.74
. Cumberland County Board of Assessment Appeals
Old Courthouse
One Courthouse Square (717) 240-6350
Carlisle, PA 17013 (717) 240-6354 (fax)
Board of Assessment Appeals BONNIE M. MAHONEY
Uoyd W. Bucher Chief Assessor
R. Fred Hefelfinger
Sarah Hughes STEPHEN D. TILEY
Assistant Solicitor
I DECISION ORDER I
MAILING DATE: April 26, 2004
PARCEL NUMBER: 40-31-2187-037.
LEIDY, GERALD A & VIVIAN P
608 WOODLAND AVENUE
MOUNT HOLLY SPRINGS PA 17065
Dear Property Owner:
This letter is to officially notify you of the decision of the Cumberland County Board of Assessment Appeals
regarding the above-referenced parcel.
DATE OF APPEAL HEARING: 04/23/2004
DATE DECISION RENDERED: 04/23/2004
EFFECTIVE FOR TAX YEAR: 2005
DECISION RENDERED: [ ] Withdrawn By Applicant
[ ] Abandoned For Failure To Appear
[ ] Denied - No Change
[X] Approved Review Appraiser's Changes
[ ] Revised Assessment Based on Hearing
[ ] Other:
TOTAL VALUE FAIR MARKET CLEAN AND GREEN CLEAN AND GREEN
STATUS
Old Assessed Value: 123,100 NOT
New Assessed Value: 124,600 APPLICABLE
Any person aggrieved by the order of the Board of Assessment may appeal to the Court of Common
Pleas by filing a petition in the Prothonotary's office on or before May 26, 2004.
.
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SCHEDULE G
TRANSFERS
ESTATE OF FILE NUMBER
Leidy, Gerald A. 21-04-0884
This schedule to be completed and filed if the answer of the question on the reverse of the cover is yes.
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECD.% EXCLUSION TAXABLE
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELA TtONSHIP TO DECEDENT AND
NUMBER THE DATE OF TRANSFER. A TT ACH A COpy OF THE DEED FOR REAL ESTATE. OF ASSET INT (if applicable) VALUE
1 revocable intervivos trust - Orrstown kank, Trustee $157,829.32 100.0% 0.0% $157,829.32
Trust instrument and details attached I
2 accrued dividends and interest as of dod $390.45 100.0% 0.0% $390.45
I
3 IRA at Orrstown Bank, account 14001326074 $60,046.32 100.0% 0.0% $60,046.32
details attached
POD to Vivian Leidy
4 IRA at Smith Barney $35,678.94 100.0% 0.0% $35,678.94
POD to Vivian Leidy
5 Annuity at Merrill Lynch payable to $26,156.89 100.0% 0.0% $26,156.89
Vivian Leidy *
6 Van Kampen
Equity & Income Fund Class A (ACE IX)
POD to Vivian Leidy I $238,482.62 100.0% 0.0% $238,482.62
7 Annuity with Integrity Life Insurance Co
Contract # 189381242
payable to Orrstown Bank as Trustee $149,381.83 100.0% 0.0% $149,381.83
8 Annuity with North American Co. for Life $13,317.33 100.0% 0.0% $13,317.33
& Health Insurance; Contract LOI0540100
payable to Orrstown Bank as Trustee *.
9 Annuity with Penn Mutual Life $18,258.42 100.0% 0.0% $18,258.42
contract 7965965
payable to Orrstown Bank as Trustee
* = values as of payments to payee. Values as of Dod will be
transmitted to Dept of Revenue when received. Little difference
is expected. I ,.
TOTAL (also on line 7, Recapitulation) $699,542.12
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.
FIRST AMENDMENT TO
GERALD A LEIDY'S
REVOCABLE AGREEMENT OF TRUST
DATED JANUARY 20, 1998
In accordance with the power to amend set forth in the SECOND section,
subsection (c) of the above reference Trust, I, GERALD A. LEIDY, hereby make the
following amendments to the Revocable Agreement of Trust that I signed on January 20,
1998:
The SIXTH section, subsection (a) 3. shall be amended by the deletion thereof as
originally written and the substitution in its place of the following language:
SIXTH:
(a) 3. Upon the death of VIVIAN P. LEIDY, to pay the remaining principal in equal
shares to my children, L~ette E. Leidy [now L~nette Leidy Sievert] and Sharon Leidy
Todd. The share of a child who shall predecease me shall pass to that child's issue, and,
in default of such issue shall pass to my surviving child. If I shall have no issue who
survive, then:
(1) Fifty percent (50%) shall be distributed to the church of which I am a member a
the time of my death; and
(2) Fifty percent (50%) shall be distributed to the Academic Scholarship Program at
Shippensburg University, Shippensburg P A, administered by the Shippensburg
University Foundation.
In all other respects the terms of the original Agreement of Trust are in full force and
effect.
Executed by Gerald A. Leidy, this ![f1vday of September 2002 in his capacity
as Settlor and as Trustee.
In the presence of: cy~~, ~ (Seal)
7l<";"~ ;;/ ~;,
Witness GERALD A. LEIDY, S or"
2L~ ~ ~~ ~1\,~ (Seal)
Witness . GERALD A. LEIDY, rust .
GERALD A. LEIDY'S
REVOCABLE AGREEMENT OF TRUST
I, GERALD A. LEIDY, am transferring to myself, GERALD A. LEIDY, as
Trustee, the property described in the attached Schedule and I direct Trustee to hold said
property and all other property added to this Trust by me or by others (hereinafter called
"principal"), In Trust, and to distribute the principal and to pay the net income as follows:
FIRST: Lifetime Provisions.
During my lifetime:
(a) To pay the net income at least quarterly to me, or as I may
direct in writing and to accumulate and add to principal as much of the net income as I may so
direct.
(b) To pay to me all or any part of the principal at any time as
often as I may direct.
(c) If I am incapacitated, to apply directly for my benefit, as
much of the net income and principal as my Trustee, in my Trustee's sole discretion, deems
advisable for my welfare, comfort, support or for any other reason whatsoever. The receipt of
any payee of a payment for my benefit shall be a complete discharge to my Trustee. Any net
income not so distributed shall be accumulated and added to principal.
.
SECOND: Powers Retained: Ri~ht to Amend or Revoke.
I shall have the following powers, exercisable whenever and as often as I may
wish:
(a) To add other property to this Trust upon approval and
acceptance by my Trustee. In addition, other persons may add property to this Trust subject to
such approval and acceptance.
(b) To direct and control the retention, purchase or sale of
stocks, bonds, securities and all other assets at any time forming a part of this Trust during my
lifetime or until my incapacity. In following such directions, my Trustee shall be without
liability to anyone for any act, matter, or thing done or omitted to be done by my Trustee, or
from any loss in acting upon or in accordance with my written instructions.
(c) To revoke or amend this Agreement of Trust, in whole or in
part, at any time or times, by written instrument, other than a Will, lodged with my Trustee;
provided that the duties, powers and liabilities of my Trustee shall not be substantially increased
without my Trustee's written consent.
THIRD: Settlement of My Estate.
Upon my death, my Trustee may make such payments from the principal of the
Trust, prior to its division, as my Trustee deems desirable to facilitate the settlement of my estate,
and in the exercise of this power my Trustee may pay, in whole or in part, any or all of (i) my
legally enforceable debts, (ii) my funeral and burial expenses and (iii) administration expenses in
connection with my estate, even though they do not relate to property subject to this Trust.
Neither the personal representatives of my estate nor any beneficiary of my estate shall be
required to reimburse my Trustee for any such expenditures.
.
FOURTH: Division of Principal.
Upon my death, (a) Ifmy wife, VIVIAN P. LEIDY, survives me (which shall be
presumed if there is insufficient evidence to show which of us survived), Trustee shall divide the
principal into two separate trusts, a Marital Deduction Trust under Section FIFTH and a
Residuary Trust under Section SIXTH..
(b) The Marital Deduction Trust shall be composed of that amount of principal
which, when added to all assets otherwise passing or having passed to my said wife which are
includable in my gross estate and qualify for the marital deduction, is the smallest amount which
will reduce the Federal Estate Tax payable because of my death to a minimum after taking into
account all other deductions allowed on my Federal Estate Tax Return and all credits against the
Federal Estate Tax, including the unified credit and the state death tax credit.
(c) The Residuary Trust shall be composed of the remaining principal or, if my said
wife fails to survive me, the entire principal.
(d) Any provision of this Will which may appear to conflict with my intention to
qualify the Marital Deduction Trust for the marital deduction shall be construed so as to
accomplish that intention. All property allocated to or held in the Marital Deduction Trust shall
qualify for the marital deduction. In addition, if assets of such trust at any time consist
substantially of unproductive property, my wife may require that my Trustee either make the
property productive, convert it within a reasonable time to productive property, or provide the
required beneficial enjoyment from the trust to my wife by payments to her from the principal of
such trust to the extent that her power to withdraw principal under the Marital Deduction Trust is
insufficient to provide said required beneficial enjoyment.
.
(e) My Trustee may fund the Marital Deduction Trust in cash or in kind or partly in
each, and each asset distributed in kind shall be valued at the lower of (i) its fair market value at
the time of distribution or (ii) its value as finally determined for Federal Estate Tax purposes (or,
ifit is acquired after my death, its adjusted basis for income tax purposes). Subject to the
foregoing, my Trustee shall have absolute discretion in selecting the property to be allocated to
this Trust, without any duty to make a ratable apportionment of appreciation and depreciation;
provided that if the valuation is made at other than its date of distribution value, the funding of
the Marital Deduction Trust must be satisfied on a basis that fairly reflects net appreciation and
depreciation occurring between the valuation date and the date of funding with respect to all
assets from which the funding could have been made.
FIFTH,;, Marital Deduction Trust:
As to this Trust, I direct my Trustee:
(a) To pay the net income at least quarterly to my wife, VIVIAN P. LEIDY, for life
and to pay to her as much of the principal as she may from time to time request in writing. In
addition, my Trustee may pay to or apply for the benefit of my wife as much of the principal as
my Trustee deems advisable for her maintenance, health and support after first considering funds
available to her from sources other than any trust under this Will.
(b) Upon the death of VIVIAN P. LEIDY,
1. To pay any accumulated and undistributed net income to the personal
representative of her estate.
2. To pay the remaining principal to such of my descendants and their
spouses, in such manner and shares, for such estates, or upon such trusts as my wife may appoint
in her last Will by specific reference to this limited power
3. To pay the principal not effectively so appointed as follows:
A. To deduct and pay to the personal representative of my said wife's
estate (without responsibility for the application thereof) an amount certified by such personal
representative to be equal to the additional death taxes (and any interest and penalties thereon)
and administration expenses which would not have been payable from her estate if the value of
the remaining principal of this Qualified Terminable Interest Trust had not been included in her
estate, unless my wife directs in her Will that such taxes and expenses shall be paid out of her
estate.
B. To add the balance of the principal to the Residuary Trust, to be
held or distributed under the terms thereof as applied to circumstances then existing.
SIXTH: Residuary Trust.
As to this Trust, I direct my Trustee:
(a) If my wife, VIVIAN P. LEIDY, survives me,
1. To pay the net income at least quarterly to her for life.
2. To pay to or apply for the benefit of my wife as much ofthe principal as
my Trustee deems advisable for her maintenance, education, health and support after first
considering funds available to her from other sources; provided that no such payments of
principal shall be made to or for the benefit of my said wife until the Marital Trust is completely
exhausted.
3. Upon the death of VIVIAN P. LEIDY, to pay the remaining principal as
follows:
A. (5%) of the principal to the church of which I am a member at the
time of my death;
B. (5%) of the principal to the Academic Scholarship Program at
Shippensburg University, Shippensburg, Pennsylvania,
administered by the Shippensburg University Foundation.
C. The balance, in equal shares to my children, Lynnette E. Leidy and
Sharon Leidy Todd. The share of a child who shall predecease me
shall pass to that child's issue, and in default of such issue shall
pass to my surviving child. If I shall have no issue that survive,
then:
(1) Fifty percent (50%) shall be distributed to the church of which I
am a member at the time of my death; and
(2) Fifty percent (50%) shall be distributed to the Academic
Scholarship Program at Shippensburg University, Shippensburg,
PA, administered by the Shippensburg University Foundation.
SEVENTH: Priority of Distributions.
It is my intention that in exercising discretion with regard to any distribution
hereunder of principal or income to or for any person, my Trustee shall consider funds available
to such person from all sources and the tax effects of distributions to such person from each of
those sources. My Trustee may decide to make, or not to make, a permissible distribution from
any trust hereunder on the basis of my Trustee's determination, in my Trustee's absolute
discretion, that a more favorable tax effect would result if such distribution were made from one
trust rather than another.
EIGHTH: Disclaimer
In the event my wife, VIVIAN P. LEIDY, files a written disclaimer, in whole or in part,
with respect to the Marital Deduction Trust such portion so disclaimed shall be held in a
separate Disclaimer Trust under terms and conditions identical to the Residuary Trust as applied
to circumstances then existing; provided that my said wife shall have no right to withdraw or
power to appoint the principal of the Disclaimer Trust.
NINTH: Spendthrift Provision.
Until distributed, no gift or beneficial interest in my estate or any trust created
herein shall be subject to anticipation or to voluntary or involuntary alienation.
TENTH: Administrative Powers.
My Trustee shall have the following powers in addition to those conferred by law
until all property is distributed:
(a) To sell at public or private sale for cash and/or credit, to
exchange, and to lease for any period of time, any real or personal property and to give options
for such sales, exchanges, or leases.
(b) To purchase all forms of property, including but not limited
to stocks, bonds, notes and other securities, common trust funds, life insurance policies and real
estate, or any variety of real or personal property, without being confined to so-called legal
investments and without regard for the principle of diversification.
(c) To hold property unregistered or in the name of a nominee.
(d) To mortgage, divide, alter, repair and improve real property
and generally to exercise all rights of real estate ownership.
(e) To distribute in cash, in kind, or partly in each, and to cause
any share to be composed of cash, property, or undivided fractional shares in property different
in kind from any other share.
(f) To compromise claims by or against my estate or any trust
hereunder, including but not limited to tax issues and disputes, without order of court or consent
of any party in interest.
(g) To borrow money and to pledge any real or personal
property as security for the repayment thereof.
(h) To buy real and personal property from my Executrix, and
to lend money to my estate upon such terms and conditions as my Trustee deems advisable, even
if an Executrix is also a Trustee.
(i) To apply income for the benefit of any incapacitated
individual to whom income mayor must be distributed for any reason during the period of
incapacity. Income not so applied may be distributed to a Custodian as elsewhere provided or
accumulated, invested, and if not sooner applied, paid to such individual upon gaining capacity
or to his or her personal representative ifhe or she dies before gaining capacity.
G) With respect to a principal share vesting in a beneficiary
who, in the opinion of my Trustee, is incapacitated by reason of age (other than minority) or
illness (mental or physical) when such share vests in him or her: to hold the share during his or
her incapacity and to invest the share and all accumulations thereon; to apply so much of the
income and principal as my Trustee deems advisable for such beneficiary's benefit for any reason
without considering other funds available to him or her; and to deliver the balance of principal
and income to the beneficiary at such time as he or she gains capacity. In addition, at any time to
pay the entire share to a Custodian or to the guardian of the person or the estate of the
incapacitated beneficiary to hold for his or her benefit. The receipt of a guardian, Custodian, or
such other person as may be selected by my Trustee to receive a distribution under this
subparagraph shall be a full and complete discharge to my Trustee.
(k) To apply expenses of my estate permitted as income tax or
estate tax deductions and to value my estate for estate tax purposes by any method permitted,
without regard to the effect of such application or valuation upon the size of the Marital
Deduction Trust, and without adjusting between income and principal for any effect thereon.
(1) Whenever Trustee determines that the size of any trust does
not warrant the cost of continuing it, or that its administration would be impractical for any other
reason, to pay the principal without further responsibility as to any trust of which all of the net
income is payable to a single income beneficiary, to such income beneficiary, provided that no
Trustee shall participate in any decision to terminate any trust (i) from which current income may
or must be paid to such trustee or to a person that such trustee has a legal obligation to support or
(ii) from which principal would be payable to such trustee (or to a person he or she has the
obligation to support) if such trust should then terminate under the provisions of this
subparagraph.
(m) To merge any trust hereunder with any other trust held by
my Trustee whether created by me or by any other person by Will or Deed, if the trusts are for
the primary benefit of the same persons, contain substantially similar terms and have identical
inclusion ratios for the purposes of Chapter 13 of the Internal Revenue Code.
(n) To divide any trust hereunder, in Trustee's sole discretion, into
two or more separate trusts in any case where the division, whether for tax, distributive,
investment or other considerations is believed by Trustee to be in the best interests of the
beneficiaries thereof. Trustee shall notify all sui juris beneficiaries of such division. Trustee
may, but is not required to, seek court approval for such division in the event Trustee deems it
advisable.
(0) To disclaim any interest in property without court approval.
ELEVENTH: Administrative Provisions.
(a) No Trustee hereunder shall participate in any decision to
pay income or principal to or for the benefit of himself or herself or any individual whom he or
she is legally obligated to support.
(b) The receipt of any recipient of an item to hold for, or any
payee of a payment for the benefit of, an incapacitated beneficiary shall be a complete discharge
to my Trustee.
(c) A beneficiary's incapacity shall be determined solely by my
Trustee. The incapacity of a beneficiary who is also a Trustee shall be determined solely by the
other Trustee. No Trustee who is also a beneficiary hereunder, if incapacitated in the opinion of
the other Trustee, shall participate in any decision to apply income for his or her benefit.
TWELFTH: Life Insurance.
(a) My Trustee is not required to pay premiums or charges on
life insurance policies. My Trustee may settle disputes under such policies, but is not required to
sue on such policies unless my Trustee holds funds hereunder out of which my Trustee may be
reimbursed against all expenses of suit, including legal fees.
(b) I release the life insurance companies from any
responsibility to see to the execution of the trusts created by this Agreement of Trust or the
application of the proceeds of the policies.
(c) I reserve all rights now or hereafter vested in me under the
life insurance policies subject hereto, including but not limited to the right to receive the
proceeds of any policies which may mature and be payable before my death, the right to change
beneficiaries, to borrow on the policies, to surrender policies and receive cash value thereof, to
assign and pledge the policies for any loan, and to receive the dividends and all other payments
available to the insured.
THIRTEENTH: Trustee.
(a) Upon the first of the following events to occur:
1. Such time as I am incapable of serving as Trustee as
attested to in writing by my personal physician, or
2. My resignation as Trustee, or
3. My death,
I appoint my wife VIVIAN P. LEIDY, and ORRSTOWN BANK as co-Trustees in my place.
If VIVIAN P. LEIDY fails to qualify or ceases to serve for any reason, I appoint my daughters
L YNNETTE E. LEIDY and SHARON LEIDY TODD as Co-Trustee in her place.
(b) Each individual Trustee of any trust hereunder then serving
may appoint in writing an individual to serve in his or her place; provided that any such
appointment shall not supersede any designation made above of a successor Trustee.
(c) Upon the unanimous written request of the individual
Trustee(s) of any trust hereunder then serving, delivered to the corporate Trustee then serving,
the corporate Trustee of such trust shall promptly resign; provided that the individual Trustee(s),
must appoint a corporation as successor trustee that is (i) organized under the laws of the United
States or any State thereof, (ii) possessed of trust powers, and (iii) is not a related or subordinate
party (within the meaning of section 672(c) of the Internal Revenue Code) as to any individual
Trustee.
(d) Any power of appointment and removal under this
Paragraph shall not be extinguished by a single exercise.
(e) Any Trustee while serving hereunder may resign without court
approval by written notice delivered to the co-Trustee and all sui juris income beneficiaries. If a
Trustee ceases to serve, whether by death or resignation, such Trustee shall be relieved of all
liability through the delivery of an account (formal or informal) to the sui juris income
beneficiaries and by the signature of a release based on said account by such persons.
(f) No Trustee taking office shall be liable in any way for the
acts or omissions of any Trustee prior to such Trustee's assumption of office and shall have no
duty to review the performance of a Trustee prior to that time.
(g) Any corporate fiduciary serving hereunder shall receive
compensation for its services hereunder in accordance with a fee agreement entered into between
it and me during my lifetime, or if there is no such agreement, between it and the individual
fiduciaries serving with it, which in no event shall exceed its Schedule of Fees in effect from
time to time during the period in which its services are performed. In the absence of such an
agreement the corporate fiduciary shall receive compensation in accordance with its Schedule of
Fees in effect from time to time during the period in which its services are performed.
G) My Trustee shall not post security in any jurisdiction.
FOURTEENTH: Situs: Applicable Law.
This Trust has been accepted by my Trustee in the Commonwealth of
Pennsylvania, and its situs shall be in that Commonwealth, and all questions pertaining to its
validity, construction and administration shall be determined in accordance with the laws of that
Commonwealth.
Executed this ~ day of January, 1998
--t~~;,~ (SEAL)
~;( fif#- (SEAL)
GERALD A. LEIDY, rustee v
Re~()rt Date: Januarv 20. 2005 ORRSTOWN BANK
Time Prepared: 04:21:29 PM
Requested By: BRAD GERLACH
Includes: Account: 14 00 1326 074 DR. GERALD A. LEIDY, IRA
Account Holdings as of 6/28/2004
Cusip No. Security Name Shares / Par Investment Unit Price Market Value Price Date
29089R 103 EMERALD GROWTH FD 484.2640 5.366.00 12.95 6.271.22 06/25/2004
314172677 FED KAUFFMAN A #66 1.7540 9.00 5.20 9.12 06/28/2004
337941108 FIRSTHAND TECH FD 37 48.4290 1.368.00 29.25 1.416.55 06/25/2004
471023101 JANUS FUND #42 236.1740 5.359.00 23.81 5.623.30 06/25/2004
471023846 JANUS OVERSEAS FUND 0.2980 6.00 20.43 6.09 06/25/2004
524659208 LEGG MASON VAL TRUST 123.8000 6.368.00 64.65 8.003.67 06/25/2004
60934N625 FED MONEY MKT-PRI 500.9600 500.96 500.96
69316H775 PBHG MID CAP VALUE 58.8780 906.00 17.79 1.047.44 06/25/2004
921908307 VANGUARD HEALTH CARE 8.3300 928.91 125.22 1,043.08 06/25/2004
922031810 VG IT INVESTGRD ADM 1,021.4510 10,000.00 9.84 10.051.08 06/25/2004
922031836 VG ST INVESTGRD ADM 456.2040 5.000.00 10.63 4.849.45 06/25/2004
922031869 VANG INFLATION #119 841.7520 10,000.01 12.12 10.202.03 06/25/2004
922908710 VG 500 INDEX ADM 540 105.1950 11.979.48 104.78 11.022.33 06/25/2004
Total Securities 3,887.4890 57.791.36 60,046.32
Income Cash 0.00 0.00
Principal Cash 0.00 0.00
Account Total 57,791.36 60,046.32
Page 1
.
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF FILE NUMBER
Leidy, Gerald A. 21-04-0884
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. Funeral Expenses:
1
2
B. Administrative Costs:
1 Personal Representive Commissions
Name of Personal Representative(s)
Social Security Number of Personal Representative:
Street Address:
City: State: Zip:
Year(s) commissions paid:
2 Attorney fees to Andrews & Johnson $3,500.00
3 Family Exemption
Claimant
Street:
City: State & Zip
Relationship of Claimant to Decedent:
4 Probate Fees to Register of Wills
5 Accountant Fees to Patricia Rosendale, CPA
6 Tax Return Preparer's Fees
7
8
9
10
11
12
13
14
15
16
17
18
19
TOTAL (also on line 9, Recapitulation) $3,500.00
.
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Leidv. Gerald A. 21-04-0884
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER Do Not List Trustee(s) OF ESTATE
I TAXABLE DlSTRIBUTtONS [inctude outright spousal distributions. and transfers under Sec. 9t 16(a)( 1.2)1
1 Vivian P. Leidy, 608 Woodland Ave., Mt. Holly Springs, PA Wife $556,621.51
TOT AL Taxable distributions $556,621.51
II NON.T AXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE $339,177.35
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $339,177.35
COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
~ . .. NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AW'RAISEHENT, ALLDIIANCE DR DISALLOWANCE
INHERITANCE TAX DlVISICIN OF DEDUCTIONS AND ASSESSHENT OF TAX
PO BOX ZeMBI
HARRISBURG PA 17128-0601 REV-1547 EX AFP (03-05)
[. ~~ ~I C" DATE 06-07-2005
" i '.' ''v ESTATE OF LEIDY GERALD A
DATE OF DEATH 06-29-2004
FILE NUMBER 21 04-0884
OR~:'; \, COUNTY CUMBERLAND
TAYLOR P A~,~l;:WSESQ ACN 101
ANDREWS & JOHNSON I AlIOunt _Htad I
78 W POHFRET ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS .....
1!V-"M4,."tfomom~1oVtltm.!lI!'O!MftAW4M:YoMoawtlTftM!m'~oYCtW4MM.llTt..oooo...........
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEIDY GERALD A FILE NO. 21 04-0884 ACN 101 DATE 06-07-2005
.
TAX RETURN WAS: I X) ACCEPTED AS FILED I) CI\AHGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_l E.t.t. IS_I. A) 11).00 NOTE: To insu... prop.r
2. Stock. ..... Bonds l_cIul. B) (2) .00 cradit to your account,
subRlt the upper portion
3. Closely Held Stock/Partnership Interest (Schedule CJ (3J .00 of this for. with your
.... Hort_o./Not.s Receivabl. ISchlldulo 0) I...) .00 to" p"""""t.
5. Cash/Bank Deposit.lNisc. P.rs"",,l Property ISchedule E) (5) 1.880.00
6. .Jointly lhmad Proporty IScheclul. F) 161 197 .876.74
7. T.......f.r. ISchedul. G) 17J 699,542.12
8. Total Ass.ts (8) 899,298.86
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,500.00
9. F...,e,.al ExPenses/AdII. Costs/H!sc. ExP8f1ses (Schedule H) ('Jl
10. Debts/Mortgag. Liabilities/Liens ISchedul. I) lID} .00
11. Tot.l Il8cIuc:tions Ill} 3.1;00 00
12. Net V.l... of T8l< Return 112} 895,798.86
13. Ch.ritabl./Gov.r.......t.l Be_.ts; Non-.lect.d 9113 Trusts ISchedul. J} 113} 339,177.35
1.... N.t Val... of estat. Sul>ject to Te" ll...} 556,621.51
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re'flect 'figures that include the total o~ aY.. returns assessed to date.
ASSESSMENT OF TAX:
15. Alrount of Line 1'" .t Spousal rat. 115} 556,621.51 X 00 = .00
16. Aaount of Line 1'" texable .t Linoal/Cl..s A r.t. 116} .00 X 045 = .00
17. """...t of Une 1'" et SibUng not. lln .00 X 12 = .00
18. Alrount of Une 1'" t......l. .t Co11.t....lICl.s. Brat. 118} . 00 X 15 = . 00
19. Principal Tax Due 1191= .00
DATE NUHBER INTEREST/PEN PAID 1-) AHOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE I IF TOTAL DUE IS LESS TI\AH $1, NO PAYHENT IS RElIUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU KAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.} ~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
ANDREWS TAYLOR P
78 W POMFRET STREET
CARLISLE, PA 17013
RE: Estate of LEIDY GERALD A
File Number: 2004-00884
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:
6/29/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregarc
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Reoresentative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 4/25/2006
LEIDY VIVIAN P
608 WOODLAND DRIVE
MT HOLLY SPRINGS, PA 17065
RE: Estate of LEIDY GERALD A
File Number: 2004-00884
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:
6/29/2006
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 Cm.ll1.ty
STATUS REPORTlJNDERRlJLE 6.12
Name of Decedent: c;:.-e ('1::;...( J A.
Date of Death: ~ - 29 - 2.601-
Estate No.: dOC> ~ - 06' g 8 If
Le(J.y
(
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 whether administration of the estate is complete:
Yes J0 No 0
2. lithe answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3, lithe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the pfu-ties in
interest? Yes 00 No 0 .
c. Copies of receipts, releases, joinders and approval of fonnal or informal
accounts maybe filed with the Clerk of the Orphans' Court and y be
attached to this report
Date: 5: -3CJ-Ob
Signature
. ~/!or ~ A~
Name
7F W_ po~r;e-I-- 5f
Address ~ C{ r f l '> , -e I 1>4- ( 7 (:) f .3
7ft OZ'13.-C)(Z-:?
Telephone No.
Capacity: ~ Personal Representative
o Counsel for personal representative
r....---
t, [~,