HomeMy WebLinkAbout07-25-12DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF Robert H. Long, Jr. ,DECEASED
No. 21-11-0343
Cumberland
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
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PURSUANT TO Pa. O.C. Rule 6.9 ~' ~' ~' ~~_'
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This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse 's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Jan G. Sulcove, Esq
Supreme Court I.D. No.: 9837
Name of Law Fi
Rla~k and Davison
Address: 82 West Queen Street, Chambersburg, Pennsylvania 17201
Telephone: 717-264-5194
Fax: 717-264-7640
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Page 1 of 10
Form OC-Ol rev. 10.13.06
Estate of Robert H. Long, Jr.
Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: Hershey Trust Company
Address: 1 W. Chocolate Avenue
Hershey, PA 17022
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? ..................... ®Yes ^ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on March 7, 2011
® Letters Testamentary or ^Letters of Administration were granted to Petitioner(s) on
Date of Will (if applicable): March 13, 1998
Date(s) of Codicil(s) (if applicable): May 25, 2007
Date of probate (if different from date Letters granted): March 16, 2011
Was a bond required? ^Yes m No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... m Yes ^ No
Dates of advertising of the grant of Letters: April 1, 8, 15 and 22, 2011
Form oc-DI rev. 10.13.06 Page 2 of 10
Estate of Robert H. Long, Jr.
Deceased
3. Was decedent survived by a spouse? ............................. Yes No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. Yes Q No
(See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
6. Did decedent marry after execution of Will or Codicil(s)? ........... Yes Q No
Were any children born to decedent after execution of
Y N
Will or Codicil(s)? ........................................... ® es ® o
If yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. § 1412, was a request for a statement of claim sent to
the Department of Public Welfare? .............................. Yes No
Form OC-0/ rev. 10.13.06
Page 3 of 10
Estate of Robert H. Long, Jr.
Deceased
Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
and Address
in /nterest ~ Relationship and
Shippensburg University
Foundation
Charity
Dickenson School of Law, a/k/a ~ Charity
Dickinson School of Law, of the
Pennsylvania State University
Form OC-01 rev. 10.13.06
Interest
$150,000.00
$25,000.00
Page 4 of 10
Estate of Robert H. Long, Jr. ,Deceased
Address ofEach Party in Interest ~ Relationship and Comments, if any ~ /merest
Nicole A. Long-McCoy Daughter one-half (1/2) of all
personal property
Sarah R. Lon -Bachert Dau hter one-half (1/2) of all
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personal property
*see continuation on page 5(a) of 10
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form oc-ol rev. lo.ls.o6 Page 5 of 10
Estate of Robert H. Longs Jr. ,Deceased
9 {A). continued
Name and Address of Each PartXin Interest Relationship Interest
Robert H. Long, Jr. TUW FBO
Nicole A. Long-McCoy, The Bryn
Mawr Trust Company, Trustee
Trust/Daughter one-half
(1/2) of
residue
estate
Robert H. Long, Jr. TUW FBO
Sarah R. Long-Bachert, The Bryn
Mawr Trust Company, Trustee
Trust/Daughter one-half
(1/2) of
residue
estate
Page 5(a) of 10
Estate of Robert H. Long, Jr. ,Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount ofC(aim Claim
Admitted? Will Claim
Be Paid In
Full?
^Yes Yes
~No ~ No
Yes Yes
~No ~ No
^Yes ~ Yes
ONo ~ No
DYes Yes
^No ~ No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? ................................ DYes ~No
Was family exemption allowed? ................................ DYes ONo
Family exemption claimant's name and relationship:
Name:
Relationship:
Form OC-01 rev. 10.13.06 Page 6 Of 10
Estate of Robert H. Long, Jr.
Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows:
Date
Payment
/merest
May 26, 2011
December 6, 2011
92,000.00 transfers under will
14,388.55 transfers under will
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? ................... ~ Yes No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. ^ Yes ~ No
15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form OG01 rev. !0./3.06 Page 7 of 10
Estate of Robert H. Long, Jr.
Deceased
16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes m No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
18
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? .......................... Yes No
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. ~ Yes No
If a reserve is requested, state amount and purpose.
5,000.00
Amount:
aurpose: closing costs, to include filing fees, fiduciary income tax preparation fees,
and any outstanding estate administration costs
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ........................................ DYes ~ No
As to real estate only? ........................................ ^Yes ~ No
F°rm oc-o~ rev. 10.13.06 Page 8 of 10
Estate of Robert H. Long, Jr.
Deceased
Wherefore, your Petitioner(s) asks} that distribution be awarded to the parties entitled
and suggests} that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. lncome:
Proposed Distributee(sf
B. Principal:
Proposed Drstributee(s)
see pages 9 (a) and 9 (b)
Amour!/P~oportion
Amount/Proportion
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
Hershey Trust Company
Name of Petitioner:
Name of Petitioner:
Form OC-01 rev. !0.13.06 Page 9 of 10
PROPOSED DISTRIBUTION TO BENEFICIARIES
To: Nicole A. Long-McCoy and Sarah R. Long-Bachert,
as tenants in common
Personal property, excluding a 2008 Mercedes-Benz
MB ML 350, a Rolex watch, a platinum diamond ring,
a 1988 Lowe 24' Pontoon boat and 1993 Mercury
40ELPT0 boat motor, all firearms except a
`Carbine lever-action .22 cal w/scope -unknown maker'
and a `J Stevens Arms Co. single .22 cal' -distribution
of Nicole's one-half (1/2) share
Office furniture
Total
To: Robert H. Long, Jr. TUW FBO Nicole A. Long-McCoy,
The Bryn Mawr Trust Company, Trustee
262.50 shares Rangold & Exploration LTD stock
Cash from Bryn Mawr Trust Company estate checking
account #5030014523, formerly Hershey Trust Company
Total
To: Robert H. Long, Jr. TUW FBO Sarah R. Long-Bachert,
The Bryn Mawr Trust Company, Trustee
$ 10,667.50
225.00
$10,892.50
113.67
22,722.47
$22,836.14
262.50 shares Rangold & Exploration LTD stock 113.66
Page 9 (a) of 10
Mortgage to Robert H. Long, Jr. from Thomas G. Bachert
and Sarah Long-Bachert in the principal amount of
$270,515.72 on demand with interest thereon at 5% per
annum due on the first day of each month; all payment
shall be assessed a late charge of five percent if not
received by holder within seven days of the date when same
is due -date of death principal due $270,515.72; date of
death accrued interest due $32,687.35; date of death
penalty due $1,578.08 304,781.15
Cash from Bryn Mawr Trust Company estate checking
account #5030014523, formerly Hershey Trust Company 22,722.47
TOTAL
$327,617.28
TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES $361,345.92
Page 9 (b} to 10
Estate of Robert H. Long, Jr.
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he~she
Deceased
1S title
of the above-named name of corporation Hershey Trust Company and] that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed. Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
Sig ature of Petitioner
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
~-
S'gn ture of Counsel for Petitioner
Form oc-ol rev. 10./3.06 Page 10 of 10
The Patriot-News Co.
2020 Technology Pkwy
Suite 300
Mechanicsburg, PA 17050
Inquiries - 717-255-8213
BLACK AND DAVIDSON
ATTN: MINDY BOWERS
82 WEST QUEEN ST.
CHAMBERSBURG
PA 17201
c211e~1ahiot-Nets
Now you know
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Holly Blain, being duly sworn according to law, deposes and says:
That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the
Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday
Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State
aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949,
respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular
daily and/or Sunday/ Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said
Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as
to the time, place and character of publication are true; and
That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317.
PUBLICATION COPY This ad # 0002134371 ran on the dates shown below:
April 01, 2011
April 08, 2011
® April 15, 2011
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EXECUTOR NOTICE - Notice Is here
by given that Letters Testamentary on ~~~ ~ t f
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the Estate of Robert H. Long, Jr. of ~
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Hampden Township, Cumberland Coun-
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granted to The Executor named herein
andthevreauestollpersonshaving
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sub cribed before ;me this"1$ ay of April, 2011 A.D.
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er. Lisa L. PleroalNnl, Notary Public
Vice President and Trust Oftlcer
1 West Chocolate Ave.
Hershey, PA 17033
Executor
e2 west queen street COMMONVHEALTH C)F PENId5YLV1~NIla
Chambersburo, PA 17201 ~~~ ~
Attorney
Sherrie L KJsner, Notary` Pubiir
Lower Paxton TVup., pauphin County
My Commission 6c~res Nor. 26, 2011
Member, PennsYNania Association of Notaries
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly swonl, according to law, deposes and says that the Cumberland Law
Journal, a iegal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
vlz:
April 8 April 15 and April 22 ~ O 11
Affiant further deposes that he is autllorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
c
,. .-
isa Marie Coyne, itor
SWORN TO AND SUBSCRIBED before me this
22 of April_ 2011
Notary
1Loag, Robert H., Jr., deed.
Late of Hampden Township.
Executor: Hershey Trust Com-
pany by Lisa L. Piergallini, Vice
President and Trust Officer, 1
West Chocolate Avenue, Hershey,
PA 17033.
Attorney: Jan G. Sulcove, Esquire,
82 West Queen Street, Chambers-
burg, PA 17201.
NOlAR1AL SEAL
DE130R6a~i A COLLiNS
Notary public
CAriL1SLE OOROUGft, CUhriEERLAND COUNTY
ray Commission Expires Apr 28, 2014
BLACK AND DAVIS4N
ATTORNEYS AT LAW ROBERT G. SCHOLLAERT
JAN G.SULCOVE
82 WEST QUEEN STREET EtLIOTT B. SULCOVE
CIiAMBER$BURG, PA 17201 ADMtnEp ~N PA AND N~
(717) 264-3194 • FAX (717} 264-7640 JERROLD A. SULCOVE
MARK T. ORNDORF
July 13, 2012
To the Beneficiaries of the
Estate of Robert H. Long, Jr.:
You are hereby notified that the First and Final Account of Hershey Trust
Company, Executor of the Estate of Robert H. Long, Jr., late of Hampden Township,
Cumberland County, Pennsylvania, deceased, has been filed in the office of the Register
of Wills of Cumberland County, Pennsylvania, along with;a Proposed Schedule of
Distributions to Beneficiaries, and the same will be presented to the Court of Common
Pleas of the 9`" Judicial District of Pennsylvania, Cumberland County Branch, Orphans'
Court Division, on August 28, 2412, at the Cumberland County Courthouse, Carlisle,
Pennsylvania. Any exceptions to the Proposed Schedule of Distributions to Beneficiaries
may be filed by any party in interest at or prior to the aforesaid time of presentation for
confirmation. The Account shows receipts in the amount of $1,341,831.08, expenditures
in the amount of $681,285.66, and distributions to beneficiaries in the amount of
$299,199.50, thereby leaving a balance for disbursements to beneficiaries in the amount
of $361,345.92, which is proposed to be distributed in accordance with the Proposed
Schedule of Distributions to Beneficiaries aforesaid.
A copy of the Account and Proposed Schedule of Distribution to Beneficiaries is
enclosed.
BLACK AND DAMSON
B ~,
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Att me for Hershey Trust Company,
Ex r of the Estate of Robert H. Long,
Jr., deceased
JGS:meb
enclosure
Estate of xo~ert g- Lonq, Jr_ ,Deceased
Interested Parties Receiving Notice of Audit
Shippensburg University Foundation
1871 Old Main Drive
Shippensburg, PA 17257
Dickenson School of Law, a/k/a
Dickinson School of Law, of The
Pennsylvania State University
Nicole A. Long-McCoy
Sarah R. Lang-McCoy
Robert H. Long, Jr. TUW FBO
Nicole A. Long-McCoy,
The Bryn Mawr Trust Company,
Trustee
Robert H. Long, Jr. TUW FBO
Sarah R. Long-McCoy,
The Bryn Mawr Trust Company,
Trustee
Mr. Michael T. Foerster
Commonwealth of Pennsylvania
Office of Attorney General
Charitable Trusts and Organizations
Sections
James M. Elliott Building
Suite 202
University Park, PA 16802
665 St. John's Drive
Camp Hill, PA 17011
9 N. 24th Street
Camp Hill, PA 17011
1 W. Chocolate Avenue
Hershey, PA 17033
1 W. Chocolate Avenue
Hershey, PA 17033
14th Floor, Strawberry Square
Harrisburg, PA 17120
THIS AGREEMENT is made ~Ci" ~Or/ (Day, Month, Year)
BETWEEN:
(1) Nicole A. Loner McCoy; and
(2) Sarah R. Long-Bachert
NOW IT ]S HEREBY AGREED as follows:
1. That we will take disbursement of the entire household contents of the estate of our father, Robert H. Long Jr.,
by Hershey Trust to us as Tenants in Common; and that we agree that it is equitable enough for Sarah R. Long-
Bachert to have full title to the 2008 Mercedes-Benz MB ML 350 and for Nicole Loner McCoy to have instead 3
items: the Rolex watch, the diamond/platinum ring, and the pontoon boat.
IN WITNESS OF WHICH the pasties have executed this agreement the day and year first above written:
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(] )Nicole A. Long-McCoy,
in the presence of (witness):
Na ne: - " 6
(2) Sarah R. Long-Bachert,
in the presence of (witness):
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Na~~ rde: ~ ~ 2 y G~ 1 t~.c .
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LAST WILL AND TESTAMENT ~? :_..__ =r?
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ROBERT H. LONG, JR. `_.~~ c
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I, ROBERT H. LONG, JR., a resident of Cumberland"~ :_ -_
County, Pennsylvania, being of sound and disposing min~l-~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
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 Dol].a.rs (5150,000.00) 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 potion 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 `~2 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 tre contrary set forth in this ITEh
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
twer_ty-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 of the Child's
Trust the Child shall have then attained an age set forth
below or if the Child shall thereafter attain such age, my
Trustee shall distribute outright to the Child the
fractional portion of the then remaining principal of the
Child's Trust set forth below:
Fractional Share
40 years 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-
ore 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 "Urandchild'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 l2 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 potion cf a:~y 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) My Executor shall not be personally liable for
any loss to my estate or to any beneficiary of my estate
resulting from any other decision or election made by my
Executor in good faith; nor, as a result of any such
decision or election, shall any compensating adjustments be
made.
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,
Pen:~sylvania, tv b2 ~iy Executer. All references in this Will to
my "Executor" shall also refer to any successor Executor.
Fage 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: Any Executor or Trustee shall
qualify and serve without the duty or obligation of filing any
bond or other security. Any corporate fiduciary shall be
entitled to compensation for its services in accordance with its
standard schedule of fees in effect when the services are
rendered.
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 it of 12 pages
seal and do hereby declare this instrument to be my Last Will
and Testament, this ~•~ day of 1~~G~~rz\rti 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.
~~ ' ` ,~,t-~- ~ ~ -~,~%, =-•c • ,,- Residing a t ~':'~-~i+~, ~.,.~s-~ .~.:, ~ .~~ !t-~
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Residing at : a~~
Page 12 of 12 pages
BLACK
AN D
DAVISON
ATTOR\EYS AT LAW
3? ~~'. QUEE'~ STREET
~HAMBERSBURG, PA
i?201
i'.2 64 5194
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 X1V 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
and Testament, dated March 13,1998, subscribed my name and set my seal, this ~_
~ day of May, 2007.
ti
~~
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.
~~~
~u~~ Gam---.
!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 r. ~~` day of May, 2007.
\\ ~
Testator\~
Notary
COMMCNUti'FAt. i ?i rJF PENNSYLVF,NiR
Notarial Seal
Lynann M. Funk. Notary Public
Chambersburg 6oro, Franklin County
COMMONWEALTH OF PENNSYLVANIA My CommissionExviresMar.3,2o08
: SS Member, Ppr,ng~r'~iv~^.Iq a,~,,;; Minn Of Notaries
COUNTY OF FRANKLIN
We, ~~,~ C-- ~~ ~~ I ~ ~;.~ and .S ~(::~.~, .
~ ~ , Iti~ ~:: ,•~a~, 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 ~ ~: ~ G . S;. I ~ , ,~
and __ :S ~~ ~, L. , ~a,-" w ~,,..a ~,; ,witnesses, this ~1 ~`z~day of May, 2007.
i
itn ss
CCMiviCNVVEAL'~H CF PS"3rvSYtV~.FJi~, ~~ ~' : /~~lr ~V~/
Notaria! Seal Witness '' ' ~~
I ~;
t_ynann M. Funk, Not2ry Public ~._
Chambersburg Bo<o, Franklin Caunty . ,~~ /~'~
My Commission Fxniras Mar. 3, 2008 i //'' --~'w~ /~,/~ "f-L..-~,~C ~
Member. Penne,ri• : ~-. -.- _ -ar:na 0` Notariec Notary
y'i ,rl' /, ~ ~'
/~
In the Court of Common Pleas of the 9th District of Pennsylvania,
Cumberland County Branch, Orphans' Court Division
File No. 21-11-x343
Estate of Robert H. Long, Jr., Deceased
Late of Township of Hampden
First and Final Account
of
Hershey Trust Company, Executor
Date of Death: 03!0712011
Date of incapacity, if any: None
Date of Executor's Appointment: 03/1612011
Date of First Complete Advertisement: 04/01/2011
Accounting for the period: 03/07/2011 to 07/13!2012
Purpose of Account: Hershey Trust Company, Executor, offers this Account to acquaint interested
parties with the transactions that have occurred during the Administration.
It is Important that the Account be carefully examined. Requests for additional information or questions
or objections can be discussed with:
Jan G. Suicove Esq.
Black and Davision
82 West Queen Street
Chambersburg, PA 17201
717-264-5184
Supreme Court I.D. No. 09837
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SUMMARY OF ACCOUNT
Estate of Robert H. Long, Jr., Deceased
For h period of March Z., 2011 through .1~1y 13, 2012
Receipts: This Account 3 - 7 1,338,686.69
Net Gain (or Loss) on Sales
8 -10
752.45
or Other Dispositions
1,339,439.14
Less Disbursements:
Debts of Decedent 11 - 14 352,755.12
Funeral Expenses 14 - 15 23,636.01
Administration Expenses 15 - 25 54,585.79
Federal, State & Local Taxes 25 128,431.55
Commissions 25 - 26 56,250.00
Fees 26 65,600.00
Family Exemption 0.00 681,258.47
Balance Before Distributions 658,180.67
Transfer to (from) Principal 0.00
Distributions to Beneficiaries 27 - 28 299,199.50
Principal Balance on Hand 358,981.17
For Information:
Investments Made 29
Changes in Holdings 30 - 33
INCOME
Receipts This Account 34 - 36 2,391.94
Net Gain (or Loss) on Sales 0.00
or Other Dispositions 2,391.94
Less Disbursements 37 27.19
Balance Before Distributions 2,364.75
Transfer to (from) Income 0.00
Distributions to Beneficiaries 0.00
Income Balance on Hand 2,364.75
For Information:
Investments Made
Changes in Holdings
COMBINED BALANCE ON HAND 361,345.92
Signature 40
Verification 40
-2-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition
Value
Cash
04112/2011 American Express Travel Related Services Company - 20.99
refund
05/09/2011 AT&T Mobility -refund 139.70
03/07/2011 Bank of America savings account #898038582074 - 2.04
date of death value
06/01/2011 Bankers Life -refund 172.81
05/16/2011 Chase credit card #5184450250146994 -refund 58.73
08/15/2011 Chase credit card #5184450250146994 -refund 123.95
09/15/2011 Chase credit card #5184450250146994 -refund 79.95
11/14/2011 Chase credit card #5184450250146994 -refund 66.75
07/18/2011 Chase credit card #5582508638347655 -refund 310.71
09/15/2011 Comcast Cable -refund 165.00
12/01/2011 Comcast Cable -refund 40.00
07/05/2011 Commonwealth of Pennsylvania Bureau of Unclaimed 246.38
Property -unclaimed property claim
04/26/2011 Consumer Reports -refund 12.00
05/21/2012 Cumberland County Tax Bureau - 2011 refund 100.00
03/07/2011 Damage Recovery Unit -rental car insurance refund 193.45
04/12/2011 Field and Stream -refund 6.66
03/07/2011 First Commonwealth account #610287005 jointly held 604.18
with Thomas Long, with no survivorship -date of
death value of decedent's one-half share of insured
money market fund
04/18/2011 FolioFN wire to close account from Retirement 13,743.98
Collaborative LLC
04/29/2011 Gun Tests -refund 65.00
03/07/2011 Jefferson National Life Insurance Company annuity 202,407.42
#4664547, Estate of Robert H. Long, Jr. beneficiary -
date of death value
03/07/2011 M&T Bank checking account #56228716 -date of 24,884.95
death value
08/29/2011 M&T Bank home equity line of credit 168.64
#12044456981314998 -refund of excess interest
payment to pay off account
03/07/2011 M&T Bank money market account #15004205643099 - 7.00
date of death value
-3-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
03/07/2011 M&T Securities money fund account #AZD-280543-1 -
date of death value
05/24/2011 Mercedes-Benz Financial Services account
#1015611049 -refund
03/08/2011 Accrued income on above item through date of death
03/07/2011 MorganStanley Smith Barney account #54J-04066-15
cash reserve -date of death value
04/13/2011 Accrued income on above item through date of death
12/07/2011 Pennsylvania Department of Revenue - 2010 PA40
refund
06/19/2012 Pennsylvania Department of Revenue - 2011 PA40
refund
04/12/2011 Peterson's Rifleshooter -refund
06/21/2012 Received from Thomas Long -1/2 of fire insurance on
Bedford real estate due at time of death
07/20/2011 Rhoads & Sinon LLP -final supplemental retirement
payment
03/07/2011 Scott Trade account #52571930 -date of death value
03/08/2011 Accrued interest on above item through date of death
04/19/2011 Shooting Times -refund
10/25/2011 U. S. Treasury - 2010 1040 tax refund
05/16/2012 U. S. Treasury - 2011 1040 tax refund
05/24/2011 UNUM, Group Life Benefits Services -death benefit
paid to estate
01/23/2012 Verizon -refund
11/10/2011 West Shore Tax Bureau - 2010 local tax refund
09/22/2011 Westfield Insurance -insurance claim for water
damage due to storm
Total Cash
03/07/2011 P~rconal PronertT
1988 Lowe 24' Pontoon boat and 1993 Mercury
40ELPT0 boat motor -date of death value
03/07/2011 2008 Mercedes-Benz MB ML 350 -date of death value
03/07/2011 Firearms collection -date of death value as part of
personal property appraisal of Rowe's Auction
Service
Fiduciary
Acquisition
Value
578.12
2.51
0.06
1,290.91
0.30
609.22
300.00
15.00
39.50
5,000.00
780.41
0.05
12.82
10,365.00
460.00
65,000.00
36.80
340.40
3,354.35
331,805.74
1,700.00
35,000.00
8.200.00
-4-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
03/07/2011 Firearms collection -date of death value as per The 4,255.00
Conococheague Trade Co.
03/07/2011 Office furniture -date of death value 225.00
03/07/2011 Personal property, excluding a 2008 Mercedes-Benz 21,335.00
MB ML 350, a Rolex watch, a platinum diamond ring,
a 1988 Lowe 24' Pontoon boat and 1993 Mercury
40ELPT0 boat motor, all firearms except a 'Carbine
lever-action .22 cal w/scope -unknown maker' and a
'J. Stevens Arms Co. single .22 cal' -date of death
value as per Rowe's Auction Services
03/07/2011 Platinum diamond ring -date of death value 5,377.00
03/07/2011 Rolex watch -date of death value 6,500.00
Total Personal Property 82,592.00
03/07/2011 Stocks/Listed
100.00000 shares BHP Billiton Limited (ARD) common stock -
9,534.50
date of death value
03/07/2011 25.00000 shares Energy Transfer Partnership LLP held in First 1,353.00
Commonwealth Bank account #610287005 -date of
death value of decedent's one-half share
03/07/2011 50.00000 shares Enerplus Corp common stock -date of death 1,612.75
value
03/07/2011 1,068.00000 shares Enerplus Corp held in First Commonwealth 34,357.56
Bank account #610287005 -date of death value of
decedent's one-half share
03/07/2011 150.00000 shares Goldcorp Inc New held in First Commonwealth 7,498.50
Bank account #610287005 -date of death value of
decedent's one-half share
03/07/2011 59.00000 shares Goldfield Limited ADR held in First 1,031.91
Commonwealth Bank #610287005 -date of death
value of decedent's one-half share
03/07/2011 328.00000 shares IAM Gold Corp held in First Commonwealth 7,206.16
Bank account #610287005 -date of death value of
decedent's one-half share
03/07/2011 1,179.79000 shares National Penn Bancshares Inc common stock 9,302.64
- date of death value
03/07/2011 1,120.00000 shares PNC Financial Services Group Inc common 68,409.60
stock -date of death value
-5-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
03/07/2011 525.00000 shares Rangold 8< Exploration LTD held in First 227.33
Commonwealth Bank account #610287005 -date of
death value of decedent's one-half share
03/08/2011 Accrued dividend on Susquehanna Bancshares 1.96
sold prior to death
03/07/2011 461.47250 shares Vanguard Precious Metals Inv #53 held in First 12,122.89
Commonwealth Bank account #610287005 -date of
death value of decedent's one-half share
Total Stocks /Listed
03/07/2011 Stocks/Gloael~l_d_
16 loose diamonds -date of death value
64,349.00
Total Stocks /Closely Held
bl
i
03/07/2011 e
va
nh.orta~nps/No es Rece
0
Mortgage to Robert H. Long, Jr. from Thomas G.
304,781.15
Bachert and Sarah Long-Bachert in the principal
amount of $270,515.72 on demand with interest
thereon at 5% per annum due on the first day of each
month; all payments shall be assessed a late charge
of five percent if not received by holder within seven
days of the date when same is due -date of death
principal due $270,515.72; date of death accrued
interest due $32,687.35; date of death penalty due
$1,578.08
Total Mortgage /Note Receivable
03/0712011 Real Estate
Real estate lying and being situate in Hampden
350,000.00
Township, Cumberland County, Pennsylvania, with a
street address of 665 St. Johns Drive, Camp Hill,
Pennsylvania -price as per agreement of sale
03107/2011 Real estate lying and being situate in Liberty 52,500.00
Township, Bedford County, Pennsylvania, having a
street address of 128 Bluegrass Road, Saxton,
Pennsylvania, transferred by Award of Real Estate
dated August 14th, 1984, from the Estate of Dorothy
D. Long to Robert H. Long, Jr. and Thomas Long,
equally -decedent's one-half share date of death
value
Fiduciary
Acquisition
Value
152,658.80
64,349.00
304,781.15
-6-
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Total Real Estate
Total Receipts
Fiduciary
Acquisition
Value
402,500.00
1,338,686.69
Total Receipts of Principal 1.33x,686.69
-7-
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS -PRINCIPAL
03/24/2011 50.00000 shares Enerplus Corp common stock -sale
Net Proceeds 1,541.96
Fiduciary Acquisition Value -1,612.75 -70.79
04/1812011 44.55030 shares Vanguard Precious Metals Inv #53 held in First
Commonwealth Bank account #610287005 -partial
sale of decedent's one-half share
Net Proceeds 1,222.91
Fiduciary Acquisition Value -1,170.34 52.57
04/26/2011 25.00000 shares Energy Transfer Partnership LLP held in First
Commonwealth Bank account #610287005 -sale of
decedent's one-half share
Net Proceeds 1,325.97
Fiduciary Acquisition Value -1,353.00 -27.03
04/26/2011 1,068.00000 shares Enerplus Corp held in First Commonwealth
Bank account #610287005 -sale of decedent's one-
halfshare
Net Proceeds 33,419.10
Fiduciary Acquisition Value -34,357.56 -938.46
04/26/2011 150.00000 shares Goldcorp Inc New held in First Commonwealth
Bank account #610287005 -sale of decedent's one-
halfshare
Net Proceeds 8,089.92
Fiduciary Acquisition Value -7,498.50 591.42
04/26/2011 59.00000 shares Goldfield Limited ADR held in First
Commonwealth Bank #610287005 -sale of value of
decedent's one-half share
Net Proceeds 1,008.61
Fiduciary Acquisition Value -1,031.91 -23.30
-8-
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS -PRINCIPAL
Continued
Gain
04/26/2011 328.00000 shares IAM Gold Corp held in First Commonwealth
Bank account #610287005 -sale of decedent's one-
halfshare
Net Proceeds 6.446.85
Fiduciary Acquisition Value -7,206.16
04/27/2011 416.92220 shares Vanguard Precious Metals Inv #53 held in First
Commonwealth Bank account #610287005 -
remianing sale of decedent's one-half share
Net Proceeds 11,711.34
Fiduciary Acquisition Value -10,952.55 758.79
05/13/2011 1,179.79000 shares National Penn Bancshares Inc common stock
- sale
Net Proceeds 8,575.65
Fiduciary Acquisition Value -9,302.64
05/13/2011 0.64011 share PNC Financial Services Group Inc common
stock -sale
Net Proceeds 25.63
Fiduciary Acquisition Value -40.26
05/17/2011 1,120.00000 shares PNC Financial Services Group Inc common
stock -sale
Net Proceeds 69,904.79
Fiduciary Acquisition Value -68,409.60 1,495.19
05/18/2011 16 loose diamonds -sale price
Net Proceeds 65,000.00
Fiduciary Acquisition Value -64,349.00 651.00
Loss
-759.31
-726.99
-14.63
-9-
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS -PRINCIPAL
Continued
Gain Loss
07/20/2011 100.00000 shares BHP Billiton Limited (ARD) common stock -
sale
Net Proceeds 9,309.08
Fiduciary Acquisition Value -9,534.50 -225.42
09/09/2011 1.58010 shares National Penn Bancshares Inc common stock
-sale
Net Proceeds 0.00
Fiduciary Acquisition Value -10.59 -10.59
12/29/2011 Real estate lying and being situate in Hampden
Township, Cumberland County, Pennsylvania, with a
street address of 665 St. Johns Drive, Camp Hill,
Pennsylvania -sale price
Gross Proceeds 350,000.00
Fiduciary Acquisition Value -350,000.00 0.00
TOTAL GAINS AND LOSSES/PRINCIPAL 3,548.97
LESS LOSS -2,796.52
NET GAIN OR LOSS 752.45
-10-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
AT&T Mobility
03/30/2011
debt of decedent
409.42
409.42
Bank of America cre dit card #5490990245841174
03/31/2011 debt of decedent 6,816.38
6, 816.38
Bank of America sav
03/07/2011 inas account #898038582074
balance applied to overdrawn (at time of death) Bank
2.04
of America checking account #898036575232
2.04
Camp Hill Emergenc y Physicians
05/20/2011 debt of decedent 1,077.00
1,077.00
chase credit card #5
04/14/2011 184450250146994
debt of decedent
26,030.23
26,030.23
Chase credit card #5
04/11/2011 582508638347655
debt of decedent
310.71
310.71
Comcast Cable
04/28/2011
debt of decedent
194.24
194.24
-11 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Donegal Mutual Insu
01/09/2012
Firc+ rnmmnnwPai+h rance Company
debt of decedent
ar~~+nnt tt81n2R~nn5 ip~i J
y help with Thomas Long with no s
105.00
urvivorship
03/31/2011 .
one-half share of debts of decedent related to Saxton 724.58
property
05/02/2011 expenses due at time of death 725.50
Hampden Township
04/11/2011
sewer and trash charges
150.00
M&T Bank checking
03/29/2011 account #56228716
checks written prior to death but presented after
710.97
death
M&T Bank home equ
03/07/2011 ity line of credit #12044456981314998
date of death principal balance
271,402.64
Merco!1pc_RPn~ Fina ncial SeryiC@S account #1015611049
04/05/2011 debt of decedent 1,409.74
04/14/2011 debt of decedent 23,068.28
Michael Lanaan. Treasurer
04/11/2011 2011 real estate tax on 665 St. John's Drive, Camp 855.55
Hill, Pennsylvania
105.00
1,450.08
150.00
710.97
271,402.64
24,478.02
-12-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
855.55
Pennsylvania-Amer ican Water Company
03/31/2011 debt of decedent 67.30
67.30
Pennsylvania Depa rtment of Revenue
04/15/2011 2010 Form 276 tax due 1,980.00
1,980.00
PPL Electric Utilitie
03/31/2011 s
debt of decedent
119.31
119.31
Thomas, Long, Nie
11/30/2011 sen & Kennard
claim for over advancement of firm income prior to
3,997.99
death
3,997.99
U. S. Treasury
04/15/2011
2010 Form 4868 tax due
10,000.00
10,000.00
UGI Utilities. Inc.
04/19/2011
debt of decedent
840.53
840.53
Verizon
04/05/2011
debt of decedent
72.97
72.97
-13-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
West Shore EMS
05/20/2011 debt of decedent
West Shore Tax Bureau
04/15/2011 2010 local tax due
Westfield Insurance
06/13/2012 fire insurance on Bedford real estate for portion due
at time of death
Total Debts of Decedent
Funeral Exaenses
Country Club of Harrisbura
04/18/2011 reception after funeral service
Morningside Cemetery
04/21/2011 cemetery costs
Mvers-Harner Funeral Home, Inc.
04/14/2011 funeral expense
Nicole A. Long-McCoy
05/18/2011 reimbursement for New York burial expenses
1, 005.74
1,005.74
600.00
600.00
79.00
79.00
352,755.12
2,520.00
2,520.00
490.00
490.00
19, 621.00
19,621.00
275.00
-14-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
06/20/2011 reimbursement for burial expenses
Sarah L. Long-Bachert
03/31/2011 reimbursement for reception after funeral
06/20/2011 reimbursement for burial expenses
Total Funeral Expenses
Administration Ex ep nses
American Home Shield Corporation
01/05/2012 home warranty on sale of 665 St. Johns Drive, Camp
Hill, PA
ua Specialists, Inc.
08/17/2011 pool maintenance
pT8~T Mobility
04/0512011 miscellaneous expense
Baker Door Com ag_ny. Inc.
12/02/2011 garage door repair at 665 St. John's Drive
Bedford County Recorder of Deeds
03/01/2012 deed recording fee
316.88
591.88
96.25
316.88
413.13
23,636.01
460.00
460.00
214.20
214.20
430.68
430.68
127.98
127.98
44.00
-15-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
44.00
Bedford County Regi ster of Wills
05/13/2011 estate copies regarding Bedford County real estate 15.00
07/19/2011 ancillary letters recording fee 48.00
63.00
Bedford Gazette
04/05/2011
legal notice
57.72
57.72
Biq Bee Boats 8~ RV
08/23/2011
storage fee
162.18
10/05/2011 storage fee 69.38
11/22/2011 storage fee 69.38
12/12/2011 storage fee 69.38
03/13/2012 storage fee 277.50
647.82
Black and Davison
02/29/2012
administration expenses advanced
1,273.29
1,273.29
Brenda Bowers. Tax
08/08/2011 Collector
decedent's one-half share 2011-12 school real estate
217.31
taxes on Saxton property
217.31
~n Mawr Trust Co
05/01/2012 mpany
mileage reimbursement
3.33
3.33
-16-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Capital Self Storage
06/22/2011
personal property storage fee
413.40
08/08/2011 personal property storage fee 516.22
08/29/2011 personal property storage fee 516.22
09/26/2011 personal property storage fee 516.22
10/26/2011 personal property storage fee 516.22
Central Penn Securit
08/17/2011 y Systems, Inc.
alarm monitoring service on St. John's Drive property
62.10
Comcast Cable
06/24/2011
miscellaneous expense
190.77
Comgutershare
04/18/2011
Surety Bond and lost certificate fee regarding PNC
890.91
Financial Services Group
12/29/2012 deed recording fee 50.50
Cumberland County Register of Wills
05/11/2011 short certificates 40.00
12/02/2011 additional letters and filing fee 265.00
2,478.28
62.10
190.77
890.91
50.50
305.00
-17-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
First Commonwealth account #610287005.join ly held with Thomas Long. with no survivorshia
03/31/2011 one-half share of miscellaneous expenses of 377.01
decedent related to Saxton property through 5/13/11
05/02/2011 fee to sell decedent's one-half share of securities in 30.00
account
First Commonwealth Bank Trust Division
09/07/2011 decedent's one-half maintenance & utilities for
Saxton property for 5/13/11 through 8/31111
12/05/2011 decedent's one-half expenses for Saxton property
04/04/2012 decedent's one-half expenses for Saxton property
Dec 2011 -March 2012
Four Seasons Appraisal Services. LLC
07/01/2011 appraisal fee for Bedford County real estate
Hampden Township
07/07/2011
10/04/2011
01 /10/2012
Hershey Trust Company
06/09/2011
sewer and trash charges
sewer and trash charges
sewer and trash charges
reimbursement of initial probate fees
564.70
420.60
1,039.50
350.00
150.00
150.00
155.05
653.50
407.01
2,024.80
350.00
455.05
653.50
Higher Information
07/19/2011
09/08/2011
shredding of documents at decedent's home
shredding of documents at decedent's home
339.20
51.94
-18-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
391.14
Home Spec Radon Test & Mitigation System
09/02/2011 performed in anticipation for sale of real estate
I.C. System. Inc.
05/10/2012
J. C. Ehrlich Co., Inc.
04/11 /2011
08/16/2011
Kurt A. Eby Real Estate
04/05/2011
Verizon payment
treatment for infestation
pest treatment
real estate appraisal fee
925.00
44.13
296.80
413.40
375.00
925.00
44.13
710.20
375.00
M&T Bank home equ ity line of credit #12044456981314998
03/14/2011 interest payment automatically deducted from M&T 674.56
checking account #56228716 after death but prior to
closing account
04/11/2011 interest payment 770.93
04/29/2011 interest payment 698.65
05/27/2011 interest payment 746.84
06/24/2011 interest payment 746.84
08/02/2011 interest payment to pay off account 1,349.12
08/02/2011 closing fee 27.00
M&T Bank money market account #15004205643099
03/15/2011 service fee
7.00
5,013.94
-19-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
7.00
Michael Langan, Treasurer
09/13/2011 2011-12 school real estate taxes on St. Johns Drive
property
Mid State Carpet Masters, Inc.
10/05/2011 2 new transitions installed
Midstate A~araisers. Inc.
08/03/2011 real estate appraisal fee
Mountz J
05/02/2011
03/31 /2011
04/12/2011
06/20/2011
07/26/2011
01 /23/2012
Orrstown Bank
04/11 /2011
diamond appraisal fee
reimbursement for expenses related to decedent's pet
and fee to change locks on decedent's residence
reimbursement for Willow Hill Vet Hospital fees for
decedent's pet
reimbursement for storage expenses
reimbursement for storage expenses
reimbursement for electrical box expense
lock box lost key fee
3,300.80
3,300.80
68.90
68.90
350.00
350.00
925.00
925.00
272.75
280.50
258.34
132.21
568.00
1,511.80
15.00
15.00
-20-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Pennsylvania-Americ
04/14/2011 an Water Company
miscellaneous expense
67.30
06/06/2011 miscellaneous expense 42.44
07/11/2011 miscellaneous expense 32.34
08/10/2011 miscellaneous expense 26.68
09/08/2011 miscellaneous expense 14.36
10/11/2011 miscellaneous expense 22.58
11/09/2011 miscellaneous expense 14.58
12/07/2011 miscellaneous expense 23.10
01/10/2012 miscellaneous expense 29.22
01/23/2012 miscellaneous expense 66.49
339.09
PNC Bank
05/05/2011
Surety Bond for lost certificates
262.30
262.30
PPL Electric Utilities
04/21/2011
miscellaneous expense
94.72
05/26/2011 miscellaneous expense 91.60
06/28/2011 miscellaneous expense 114.02
07/28/2011 miscellaneous expense 90.38
08/24/2011 miscellaneous expense 64.12
09/29/2011 miscellaneous expense 42.74
10/25/2011 miscellaneous expense 49.88
11/30/2011 miscellaneous expense 70.12
12/27/2011 miscellaneous expense 73.37
01/13/2012 miscellaneous expense 57.08
748.03
Prohand Diversified Services LLC
05/25/2011 repairs
177.02
177.02
-21 -
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Randall Yost Contra
08/23/2011 ctina
repairs and maintenance necessary for sale of real
3,952.65
estate
09/14/2011 repairs 232.30
09/23/2011 repairs 979.00
10/21 /2011 repairs 483.50
03/07/2012 repairs 1,031.30
12/02/2011 5,000.00
Rowe's Auction Serv
04/21/2011 ice
personal property appraisal fee
265.00
Schultz's Landsca~
06/17/2011 g, LLC
services at 665 St. John's Drive, Camp Hill,
393.10
Pennsylvania
07/20/2011 services at 665 St. John's Drive, Camp Hill, 238.50
Pennsylvania
08/19/2011 services at 665 St. John's Drive, Camp Hill, 243.30
Pennsylvania
09/16/2011 services at 665 St. John's Drive, Camp Hill, 190.80
Pennsylvania
10/25/2011 services at 665 St. John's Drive, Camp Hill, 348.30
Pennsylvania
11/18/2011 services at 665 St. John's Drive, Camp Hill, 990.40
Pennsylvania
12/29/2011 services at 665 St. John's Drive, Camp Hill, 332.50
Pennsylvania
6,678.75
5,000.00
265.00
2,736.90
-22-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Select Security
06/21/2011
security at Bedford County property
68.85
03/02/2012 security at Bedford County property 71.35
Service Master
08/23/2011
cleaning services
1,000.00
09/29/2011 cleaning services 2,698.02
10/24/2011 cleaning services 937.20
11/03/2011 cleaning services regarding Westfield Insurance 2,417.15
claim
11/03/2011 cleaning services in excess of Westfield Insurance 249.99
claim
09/29/2011 trash removal from property 520.00
Summit Locksmith
06/14/2011 fee to change locks 259.70
10/03/2011 rekeyed residential locks at 665 St. Johns Drive 253.94
The Conocoche~gue Trade Co.
10/03/2011 firearms storage fee 200.00
11/30/2011 firearms storage fee 168.00
11/30/2011 firearms appraisal fee 45.00
12/20/2011 firearms storage fee 10.00
06/08/2012 firearms storage fee 368.00
140.20
7,302.36
520.00
513.64
791.00
-23-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
The Patriot News
04/29/2011
legal notice
327.83
Title service fee rega
12/29/2012 rding sale of 665 St Johns Drive Camg Hill. PA
10.00
UGI Utilities, Inc.
05/20/2011
miscellaneous expense
183.03
06/20/2011 miscellaneous expense 73.94
07/20/2011 miscellaneous expense 25.68
08/19/2011 miscellaneous expense 28.27
09/16/2011 miscellaneous expense 25.68
10118/2011 miscellaneous expense 52.58
11/17/2011 miscellaneous expense 149.49
12/20/2011 miscellaneous expense 313.34
01/19/2012 miscellaneous expense 303.05
Verizon
05/03/2011
miscellaneous expense
57.75
06/1512011 miscellaneous expense 57.82
07/1412011 miscellaneous expense 57.82
08/15/2011 miscellaneous expense 57.82
09/12/2011 miscellaneous expense 57.82
10/17/2011 miscellaneous expense 57.82
11/14/2011 miscellaneous expense 58.01
12/14/2011 miscellaneous expense 57.92
01/10/2012 miscellaneous expense 57.92
327.83
10.00
1,155.06
520.70
-24-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Westfield Insuranc
05/25/2011 e
purchase of additional home, auto and umbrella
2,052.75
insurance
2,052.75
Total Miscellaneous Administrative Expenses
Federal State. and Local Taxes 54,585.79
Cumberland Count
05/26/2011 y Register of Wills
Pennsylvania Inheritance Tax discount payment
92,000.00
12/06/2011 Pennsylvania Inheritance Tax balance due with return 14,388.55
106,388.55
Pennsylvania Depa rtment of Revenue
06/01/2012 2011 PA41 tax due 4,458.00
4,458.00
U. S. Treasury
06/01/2012
2011 1041 tax due
17,585.00
17, 585.00
Total Taxes
Commissions 128,431.55
Hershey Trust Com ag_nv_
12/02/2011 executor fee
56,250.00
56,250.00
-25-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Total Commissions
Fees
56,250.00
Black and Davison
01/19/2012
attorney fee
56,250.00
" aggon r, Frutiggr 8 ~ Daub, LLP
05/05/2011 progress billing for 2010 personal income tax 3,200.00
reporting
10/28/2011 progress billing for 2010 personal income tax 4,300.00
reporting
04/16/2012 2011 personal income tax preparation 1,850.00
Total Fees
TOTAL DISBURSEMENTS OF PRINCIPAL
56,250.00
9,350.00
65,600.00
681,258.47
- 26 -
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
~ ~ ~~~n c~h~~i ~f La~•~ no~•~ The Dickins^H c^hool of La~•~ The Pennsylvania State University
12/05/2011 Distribution as per Item V of Will 25,000.00
25,000.00
11118/2011 1988 Lowe 24' Pontoon boat and 1993 Mercury 1,700.00
40ELPT0 boat motor -distribution
11/18/2011 Platinum diamond ring -distribution 5,377.00
11/18/2011 Rolex watch -distribution 6,500.00
04/13/2012 Firearms collection -distribution 6,205.00
19,782.00
~~it•nle A Long h9cG4y and Sarah R Long-Bachert as tenants in common
09/20/2011 Personal property, excluding a 2008 Mercedes-Benz 10,667.50
MB ML 350, a Rolex watch, a platinum diamond ring, a
1988 Lowe 24' Pontoon boat and 1993 Mercury
40ELPT0 boat motor, all firearms except a 'Carbine
lever-action .22 cal w/scope -unknown maker' and a
'J. Stevens Arms Co. single .22 cal' -distribution of
Sarah's one-half (112) share
02/29/2012 Real estate lying and being situate in Liberty 52,500.00
Township, Bedford County, Pennsylvania, having a
street address of 128 Bluegrass Road, Saxton,
Pennsylvania, transferred by Award of Real Estate
dated August 14th, 1984, from the Estate of Dorothy
D. Long to Robert H. Long, Jr. and Thomas Long,
equally -distribution
63,167.50
Sarah R Long-Bachert
09/22/2011 2008 Mercedes-Benz MB ML 350 -distribution 35,000.00
04/06/2012 Firearms collection -distribution 6,250.00
- 27 -
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
Continued
41,250.00
hiapensburg UniversitkFoundation
12/05/2011 Distribution as per Item IV of Will
150,000.00
150,000.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES 299,199.50
- 28 -
SCHEDULE E
PRINCIPAL INVESTMENTS MADE
# units
05/02/2011 0.64011 PNC Financial Services Group Inc common stock
09/08/2011 1.58010 National Penn Bancshares Inc common stock
Total
40.26
10.59
50.85
- 29 -
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
# Units ~
16 loose diamon ds
64,349.00
03/07/2011 Inventoried -64,349.00
05/18/2011 Sold
0.00
1988 Lowe 24' P ontoon boat an d 1993 Mercury 40ELPT0 boat motor
1,700.00
03/07/2011 Inventoried -1,700.00
11/18/2011 Distributed
0.00
2008 h" rcedes- Benz MB ML 35 0
35,000.00
03107/2011 Inventoried -35,000.00
09122/2011 Distributed
0.00
BHP Billiton Li mited (ARD) co mmon stock
9,534.50
03/0712011 100.00000 Inventoried -9,534.50
07/2012011 -100.00000 Sold
0.00
0.0000
f
T Partnership I ~ P held in First Commonwealth Bank acco unt #610287005
e
rans
Energy r 1, 353.00
03/07/2011 25.00000 Inventoried -1,353.00
04/26/2011 -25.00000 Sold
0.00
0.0000
~grulus Corg common stock
1,612.75
03/07/2011 50.00000 Inventoried -1,612.75
03/24/2011 -50.00000 Sold
0.00
0.0000
-30-
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
Continued
Cost
Fnerglus Gorn held in First Gommom•~ealth Bank account #610287005
03/07/2011 1,068.00000 Inventoried
04/26/2011 -1,068.00000 Sold
0.0000
34,357.56
-34,357.56
0.00
Firearms collection
03/07/2011 Inventoried 8,200.00
03/07/2011 Inventoried 4,255.00
04/06/2012 Distributed -6,250.00
04/13/2012 Distributed -6,205.00
old orp Inc he~•~ held in First Commonwealth Bank account #610287005
03/07/2011 150.00000 Inventoried
04/26/2011 -150.00000 Sold
0.0000
Goldfield Limited ADR held in First Commonwealth Bank #610287005
03/07/2011 59.00000 Inventoried
04/26/2011 -59.00000 Sold
0.0000
IAh" Gold Gorr held in First Commonwealth Bank account #610287005
03/07/2011 328.00000 Inventoried
04/26/2011 -328.00000 Sold
0.0000
^ ortgaae to Robert H Long, Jr from Thomas G Bachert and Sarah Lona-Bachert in the
nrincinal amount of $270.515.72 on demand with interest thereon at 5% oer annum due on the
03/07/2011 Inventoried
0.00
7,498.50
-7,498.50
0.00
1,031.91
-1,031.91
0.00
7,206.16
-7,206.16
0.00
304,781.15
304,781.15
-31-
SCHEDULEF
CHANGES IN PRINCIPAL HOLDINGS
Continued
# Units Cost
": ~ional Penn Bancshares Inc c ommon stock
9,302.64
03/07/2011 1,179.79000 Inventoried -9,302.64
05/13/2011 -1,179.79000 Sold 10.59
09/08/2011 1.58010 Dividend reinvestment -10.59
09/09/2011 -1.58010 Sold
0.00
0.0000
Office furnitur e
225.00
03/07/2011 Inventoried
225.00
Personal ~r_o_p
diamond rina erty excludina a 2008 Mercedes Rena MB IVIL 350, a Rolex watch. a alatinum
a 1988 Lowe 24' Pontoon boat and 1993 Mercury 40ELPT0 boat motor. all firearms
. 21,335.00
03/07/2011 Inventoried
-10,667.50
09120/2011 Distributed
10,667.50
Platin m diam ond rina_
5,377.00
03/07/2011 Inventoried -5,377.00
11/18/2011 Distributed
0.00
PNG Financia l Services Grouo Inc common stock
68,409.60
03/07/2011 1,120.00000 Inventoried 40.26
05/0212011 0.64011 Dividend reinvestment .40.26
05/13/2011 -0.64011 Sold -68,409.60
05/17/2011 -1,120.00000 Sold
0.00
0.0000
ld & Ex
R ploration LTD he ld in First Gommom~~ealth Bank account #610287005
anao 227.33
03/07/2011 525.00000 Inventoried
227.33
525.0000
-32-
SCHEDULE F
CHANGES IN PRINCIPAL HOLDINGS
Continued
# Units
RPaI estate Iving - being situate in Hampden Tow.n~hio r"mberland County P nn ylvania.
with a street address of 665 St. Johns Drive. Camn Hill. Pennsvlvania
03/07/2011 Inventoried
12/29/2011 Sold
Real estate IY10.g1]9 ~'t" tP in Liberty To~•mshiR, Bedford County Pennsvlvania having
street address of 128 Bluearass Road. Saxton. Pennsvlvania. transferred by Award of Real
03/07/2011 Inventoried
02/29/2012 Distributed
03/07/2011
11 /18/2011
Inventoried
Distributed
n ~ ~J C' L r,,.„w,,,„~.,oa1+h Rank aornunt #610287005
Vanguard Precio
03107/2011 461.47250 Inventoried
04/18/2011 -44.55030 Sold
04/27/2011 -416.92220 Sold
0.0000
Total
Cost
350,000.00
-350,000.00
0.00
52,500.00
-52,500.00
0.00
6,500.00
-6,500.00
0.00
12,122.89
-1,170.34
-10,952.55
0.00
315,900.98
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SCHEDULE G
RECEIPTS OF INCOME
04/01/2011 100.00000 shares dividend
03/22/2011
dividend
4
92.00
9.17
04/0112011 dividend 0.16
05/0212011 dividend 9.04
06101 /2011
dividend 19.80
07/01/2011 dividend 23.43
08/01/2011
dividend 17.32
09/30/2011 dividend 4.38
10/03/2011 dividend 2.56
11/01/2011 dividend 0.01
11/01/2011 dividend 3.06
12/01/2011 dividend 0.01
12/01/2011 dividend 2'98
12/2712011 long term gain on dividend 0.07
12/27/2011 long term gain on dividend 0.18
01104/2012 dividend 0'77
01 /04/2012 dividend 0.70
02/01/2012
dividend 16.27
02/01/2012 dividend 1.11
03/01 /2012 dividend 1.17
03/01/2012
dividend 13.01
04/02/2012 dividend 1'27
04/02/2012
dividend 13.76
05101/2012 dividend 1.38
05/01/2012
dividend 14.65
92.00
9.17
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SCHEDULE G
RECEIPTS OF INCOME
Continued
06/01/2012 dividend 1.45
06/01/2012 dividend 15.04
07/03/2012 dividend 4.80
07/03/2012 dividend 1.38
07/05/2012 dividend 0.05
~~~tional Penn
09/08/2011 Bancshares Inc
1.58010 common stock
shares dividend reinvestment
10.59
PNC Bank
08/30/2011
income adjustment of 5/13111
4.20
PNG Financial Services Groug Inc common stock
04/18/2011 1,120.64011 shares dividend 382'22
05/02/2011 0.64011 share dividend reinvestment 40.26
TOTAL DIVIDEND INCOME
Interest~Bank
"^~T Bank checkina account #56228716
03/29/2011 interest
Scott Trade account #52571930
03/31/2011 interest
04/30/2011 interest
05/24/2011 interest
169.81
10.59
4.20
432.48
718.25
0.14
0.13
0.21
0.15
0.14
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SCHEDULE G
RECEIPTS OF INCOME
Continued
0.49
TOTAL BANK INTEREST
0.63
Received nrorata real estate taxes on sale of real estate to Jason M McCov and Nicole A. Lona-
McCov
12/06/2011 1,673.06
1,673.06
TOTAL RECEIPTS OF INCOME
1,673.06
2,391.94
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SCHEDULEI
DISBURSEMENTS -INCOME
BHP Billiton Limited (ARD) common stock
04/01/2011 federal tax withholding
03/22/2011 foreign tax withheld
1.38
25.76
1.38
03/31/2011 federal tax withholding
0.05
0.05
25.76
TOTAL DISBURSEMENTS OF INCOME 27.19
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PROPOSED DISTRIBUTION TO BENEFICIARIES
To: Nicole A. Long-McCoy and Sarah R. Long-Bachert,
as tenants in common
Personal property, excluding a 2008 Mercedes-Benz
MB ML 350, a Rolex watch, a platinum diamond ring,
a 1988 Lowe 24' Pontoon boat and 1993 Mercury
40ELPT0 boat motor, all firearms except a
`Carbine lever-action .22 cal w/scope - unknown maker'
and a `J Stevens Arms Co, single .22 cal' -distribution
of Nicole's one-half (1/2) share $ 10,667.50
Office furniture 225.00
Total $10,892.50
To: Robert H. Long, Jr. TUW FBO Nicole A. Long-McCoy,
The Bryn Mawr Trust Company, Trustee
262.50 shares Rangold & Exploration LTD stock 113.67
Cash from Bryn Mawr Trust Company estate checking
account #5030414523, formerly Hershey Trust Company 22.722.47
Total $22,836.14
To: Robert H. Long, Jr. TUW FBO Sarah R. Long-Bachert,
The Bryn Mawr Trust Company, Trustee
262.50 shares Rangold & Exploration LTD stock 113.66
-38-
Mortgage to Robert H. Long, Jr. from Thomas G. Bachert
and Sarah Long-Bachert in the principal amount of
$270,515.72 on demand with interest thereon at 5% per
annum due on the first day of each month; all payment
shall be assessed a late charge of five percent if not
received by holder within seven days of the date when same
is due -- date of death principal due $270,515.72; date of
death accrued interest due $32,687.35; date of death
penalty due $1,578.08 304,781.15
Cash from Bryn Mawr Trust Company estate checking
account #5030014523, formerly Hershey Trust'Company 22.722.47
TOTAL
$327,617.28
TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES $361,345.92
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~ ~ v Ply i ~1
SS
AFFIDAVIT
/a-~~ (_ d~ m ~~ ~~^ S ~ , as I~ i (~~ ~ ~ ~S - (J~ t i of Hershey
Trust Company, Executor under the Last Will and Tdstament of Robert H. Long, Jr.,
deceased, hereby declares under oath that said Executor has fully and faithfully discharged
the duties of their office; that the foregoing Account is true anti correct and fully discloses
all significant transactions occurring during the accounting period; that all known claims
against the Estate have been paid in full; that, to their knowledge, there are no claims now
outstanding against the Estate; that ali taxes presently due from the Estate have been paid;
and that more than four months have elapsed since the first complete advertisement of the
granting of letters in this Estate.
/~Z
Hershey T t Company, Executor of the
Estate of Robert H. Long, Jr., deceased
ubscribed and sworn to by
~~~ ~I Lia-- ,~~ o(`~v~ (~ , as
t1-C~(~L~Str'J~u i of
Hershey Trust Company,
before me this ~ ~~ day
of .~ ~^ l_~ _ , 2012.
~-~ COMMONWEALTH OF PENNSYLVANIA
_ _ ~ Notarial Seal
Kelly J. Groscost, Notary Public
Swatara Twp., Dauphin County
My Commission Expires Feb. 12 2014
Member, Pennsylvania Association of Not4rlee
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