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HomeMy WebLinkAbout95-0105~1-g5+di0~S 1 ~H105.1~3Rw.?/A TY-EIPIBNT RI PERMANH/7 BuaL BMC d, c~ F N S~ Z I w W U 0 2 This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General. Assembly, approved 29 June 1953, P.L. 304. Date AUG 16.2pp~ Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PENNSYLIMNIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH ~G2~~4 NAME OF OECEDEl1T (FYft MOwl. urd 9E7I SOCML 9ECURRY NUMBER ~ DATE OF Df YN IMww1, 0at'ArR .. ~• g, M~n~ I'anale ,.166 - Ol - 0251 a1A111M~Z'1 14tS AOEILlw BbaraN uNDOI/TEAII uNOEllI Da wEEDPewTH BIRDlLACi1ClFand RACEDPDEA1NIpr rA wlyor-w!•!uc•anlonlnlratlr Nrwr ) D!,! Hwn I LEwaw IMaM.oaKllarl sbraFarwpnCwwlN rR wv+ilr (}~ ERquglrr G ooA ^ II ~ ^ R ^ ^ ~ t . 4 17 ~ Crr ia ,wdra I» ,China couNTroPDP~EH CR\;BDIID.TIMOFDERN RMi R'7NAMEnAdlrrww.y..r.wwler.Are.i MNBDECmEMDPNIBPA1aCORpM RACE-AwwWnlNrLardLMAlM.wc vPlw-tltN A P Be 6~ c ~uluc Ms~~ewLCENTaR ~•:-°R~; °"'p°"'' . . BUBUAL ID/IDOP ,L . 11111 DECEDENT EVEi1N EDUCAIDN MAR(01LSDQUB•MarrlM SIBNNMBSPOUBE wyR~ a a °'~ '"°r u.aARMEORDRCEBT nra.~ WIdl.M a.+ay..wwdrArw . a .. .a ~ "' ^ "°~ ~ ~ •Desi er Pealers Florist 11 n' ) Widow ,L lY 1/. ,L DE~raMAniNBADORESS~sr.+.Ciwr~,•R.salwzocoew DEr~ooms rns Pa T Hart 7den gl 38 South 38th Street g rr. ae , e w..ewarLwlti_ ~ RESOENCE ar.ewa Camp Hill, Pa 17011 ~,~ " ,, , ,L , ,, ,r,,,lE,,, ,7R Cumberland ,TS^ •ur.car irlrr ~. NAME IFfrw. Middl. Lab MDf/1E1M8 NAMEIFV7L Aads.. MrerSUwrr1 ,L J 1 Black , Lucy ESlinger BIFOR1LANrsNAAIEfTrw~Prq Jan A. Mannin BMa1MANrsw~Lwo ADaRESSpaacq+~.n.~ry ap 6700 Cortina Drive High~'"and M3 20777 ArsTnooDPaBPOBrt1DN ® R.I~rrwa,B..^ oATEOPDrePOarloN D•r.Krl RACEDPOIBPDBrr1DN-Nrl.acwrlw,t a.wwy ra1..F~s. LOCRION-Ca)YkrL9W.2IPClM ^ D/lr.lo a . r 30 1995 r.Fast Harrisbur Cremato ,,.. Harris Pa °F "~10A8B"D" """"~" "AMEA1OAOORE85Oi~"r'' nc1903 Market Street 011654-L ers-Hamer Funeral Hone 7 11 tfaee•yrw a.wr•0'Mrwrepl,arwoowntlrlMbma,awl arrpr!l wars LJCENBE NUMBER SI01ED rrrrrrbrrliw.re.rlr oarraaw aw rrd I,,,w„I. Da,I,~ r•araB••wlblTSrrorrtlM .aabrarrrrrarL aFceaH DATE PRDN011NCE0 DFADI7.loryh.0ry,5W) NNSGSE REFERREDTD MEDICAL ElUYB1ERACgRONER7 A.RYRE Erwdr daa•ar,Wulrw mrriPalalar wNWaarrtlrdrrb. Dl nw wawtlrnr4rgArq, aawr r rrar. aAadlwbrrtfiial. IApyrlalrr MRTR OtlIlr •IOwkwlawrAYrrlrwMNnpMtl,M,br Liw ar/!rllawln laN lnl ~~p~rrlwMlyMBC•Irl~•ew PMTI. . ~ anaM rr b•M /BI~UDECAINEIFN rcwidlon I ~ „ wtlnad-- ~ i IDR ASA CDNSEOUENCE DFk B•prwalalF YlarraMorr b r BaallriprYrrrar DUE WIOR AS ACONSEDUENCE OFk , or Err1E1D6LMMD ~ . ; GMRIDrl~wnjay iYfaYd ~ DUE TD ICR AS ACONSEOUENCE OFk )~ T 1 a ANAUIDPSY vrEJE AUTOPSY FE,DlRi3 MANNERaP OEIBH DIRE aPBUwr TIME OFIN.IIIRV MUIWTAT NggNT DESCRIBE NdN BLRIRYaCCIkWED. PERFOIw1EDT AMIEABLE PRIg1ro IMmw, o.a Marl ~CDY~gN OFCAUBE NaOar N i3 ^ em r Aeerwa ^ Pwrdr YA+wq.don ^ tM ^ N! ^ .~ g 70 M. `Aa ^ N! yr ^ N! ^ SurM! ^ Cauld nr W rlwminsd ^ RACE l1F NARIRY. M Irnr Iwr wr.w raw wEr LDC C k . , , T, AW An Sbay brbq, we ISPlrJIN 3M r. ]0!. 7M. C6FTNR/1ICMdroNVanl1 • CFRTIFYMB PIITlIG11R IPIrypaa^ avelyvg canr d tlr, vRian a.rww yiydcian br prawrcltl arm a.b curriarletl Awn 231 SIGNA71NiE AND TITLE OF i ~ r•Y brnl•tlBa,rlrr eeeurrla dlrlrallewallq ant awwrrrrw ..................................................... ^ ,4 j •vIIDNDIR,cIrq AND cERrsrB+o PNrmcTAN (P~yxan ban wor~aAw,ry awr arwcerdyay, rcaur d tl..nl Tbd»brr !••.A•e a rn w B • NUMBEA o1cE saNE~iMgyn n •pI y ~`1J n1DG3 ~ E . •«I.. w r o . ru...aw.Aaan~r..aaea»bB»urw,.,aaewMl..rrr.a ......................... ,d om. ' NAME AND ADDRESS RBDN COMPLETED. CAt18E~~OFOE,v„ . (Ilem 271 TRr ar Print w. 4• MEDICAL EXAYBiER/CORONER On Br! MW W aaarhrlon and/or InvaUgatlln, M ry apnion, tleaq aalar7W r I11e Uml drl antl pNwe ana tlw to tl» uuwKa) a d ~ w / ~ 'Y IC~•L~ L ~ /~DPC13R , , , n ^ rwwlnlraarrw .......................................................................................... ........ ta. 19~7/~ ~lll /~ /7~ U 3'- REGISTRAR'S SMaNITURE AND NUMBER DATE FILED (Mmr.OSY. Mrl ~~,a ~ ~~ a. ,~~ ~ ~/e~-~ p ,.. ~ V c 1 z ~ [/ _ r7 FOR DATES OF DEATH AFTER 12131 191 CHECK HERE REW~ 1500 EX t (7-94) INHERITANCE TAX RETURN ^ IF SR C L V Y IT IS C MED I I 3 RESIDENT DECEDENT ,_ FILE NUMBER COMMONAWEA N~ P~ jJN Y,4~ANIA o F ttt V E IJu Et Fr Du RR ''ff (TO BE FILED IN DUPLICATE 2195 - 0105 8 0~1 12 - ~ g ~, , BG,pA " A R H RI S WITH REGISTER OF WILLS COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS E MANNING, MARTHA B. 38 South 38th Street C SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Camp Hi 11 , PA 17011 p 166-01-0251 01/27/95 09/04/17 E N County Cumberland T (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) A B X 1. Original Return 2. Supplemental Return 3. Remainder Return i F LO 4. Limited Estate 4a. Future Interest Compromise (for dates of death prior to 12-13-82 R C C P S (for dates of death after 12-12-82) ~ 5. Federal Estate Tax Return Required QX 6. Decedent Died Testate OX 7 D d t M i i d Li . ece en a nta ne a ving Trust 1 8. Total Number of Safe Deposit Boxes (Attach copy of Wifl) (Attach a copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: R N NAME COMPLETE MAILING ADDRESS E E John E. Slike, Es uire Saidis, Guido, Shuff &Masland S N TELEPHONE NUMBER 2109 Market Street T 717 737-3405 Cam Hill PA 17011 t' ~. ,1601 LLJLALp \J~rI1~V UI@ /"~/ ", J_..J V , VU1, . Il/1 V VV _ 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) (4) _ 0 _ C 5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E) (5) 25 , 872.65 A 6. Jointly Owned Property (Schedule F) (6) 7 , 818.71 p 7. Transfers (Schedule G) (Schedule L) (7) 178 ,168.42 T 8. Total Gross Assets (total Lines 1-7) {8) 349, 859.78 ~ 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 9, 325.84 A Expenses (Schedule H) T I 10. Debts, Mortgage Liabilities, Liens {Schedule I) (10) 4 , 593.00 N 11. Total Deductions (total Lines 9 8 10) (11} 13 , 918.84 12. Net Value of Estate (Line 8 minus line 11) (12) 335 , 940.94 13. Charitable and Governmental Bequests (Schedule J) (1g) 14. Net Value Subject to Tax (Line 12 minus Line 13} (14) 335 , 940.94 15. Spousal Transfers (for dates of death after 6-30-94} See Instructions for Applicable Percentage on page 2. {15) 0. 00 X = 0.00 (Include values from Schedule K or Schedule M.) _ 16. Amount of Line 14 taxable at 6% rate (16) 335 , 940.94 x .Ofi = 20 ,156.46 (Include values from Schedule K or Schedule M.) T X 17. Amount of Line 14 taxable at 15% rate (17) 0. 00 X .15 = 0.00 (Include values from Schedule K or Schedule M.) 0 18. Principal tax due (Add tax from Line 15, 16 and 17.) (18) 20 156 46 M 19. Credits/Sp Poverty Prior Payments Discount Interest , . p U 0.00 + 17 , 500.00 + 921.05 - (19) 18 , 421.05 A 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) 0 00 T 0 ~ Check here if you era requeatin a.;refluncf ofxaurov~i~l merit. . 0.00 I 0 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 1 , 735 .41 N A. Enter the interest on the balance due on Line 21 A. (21A) 0.00 B. Enter the total of Line 21 and 21A on Line 218. This is the BALANCE DUE. (21B) 1 , 735.41 Make Check Pa able to: Re ister of Wills, A ent - - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to t e best of my knowledge an belief, It is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal re resentati I b d which preparer has any knowledge. p ve s ase on all Information of SIGNy.T, URE OF PERSON RESPONSIBLE FOR FILING RETURN Jan A . Manning DATE J OF PREPARER OTHER THAN E 1994 form software o y CPSystems, Inc. ATIVE 6700 Cortina Drive ________________________ Highland, MD 20777 Saidis, Guido, Shuff &Masland 2109 Market Street ----------------------------------------------------- Camp Hill, PA 17011 DATE ~~e~s f~~~ ., Form (1500 ,Rev.7-gq) Act.#48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for . the use of the spouse. The rates as prescribed by the statute will be: •3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 •2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 •1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 •Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK ()C) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, . g b. retain the right to designate who shall use the property transferred or its income, $ c. retain a reversionary interest; or . .. R d. receive the promise for I'rfe of either payments, benefits or care?. .. .. g 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate. consideration? g 3. Did decedent own an 'in trust for' bank account at his or her death? X IF THE ANSWER TO ANY OF THE ABOVE (QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Copyright (c) 1994 form software only CPSVStems, Inc. Form 15110 (Rev. 7-941 'r __ ti II LAST WILL AND TESTAMENT OF MARTHA B. MANNING I, MARTHA B. MANNING of Hampden Township, Cumberland County, Pennsyl vania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expen ses out of my estate as soon as may be practical after my death. .. II - I devise and bequeath all of my estate of whatever nature and wherever situate unto my son, Jan A. Manning. III - Should my said son predecease me, then I devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. I bequeath all of my tangible personal property, not including cash and securities, to my grandchildren, share and share alike. B. I devise and bequeath all the rest, residue and remain• der of my estate of whatever nature and wheresoever situate unto The Commonwealth National Bank, Harrisburg, PA, Trustee under a Trust Agree• me dated the 7th ay of November, 1973, between myself as settlor and c Page ARNOLD & SLIKE, ATTORNEYS-AT-LAW,'2109 MARKET STREET, CAMP HILL, PA 17011 AGREE}KENT OF TRUST +I THIS AGR:iEAaiNT made the '~~~.~. II .-lam day o f .--~r~.~/ 19 7 3 , by and between '~L~RTIrT, B. :4ANNING of Cam I I p Iill, Cwnberland Col, !. Pennsylvania, hereinafter u~tY, I called s~ttlur, " ,,;i;; NATIONAL BAN "1' CODU~iONFv.~i,,Tri K, Harrisburg, .Dauphin Count after called "trustee m y' Pennsylvania, herein- ." WITNESSE.H: ~ WHEREAS, settlor desires to establish a trust covering t'iat property, those assets or that insurance which may be delivered to trustee in settler's lifetime or pass to trustee under set- tler's will, or to trustee as beneficiary under insurance policies. j 1dUiJ, TtIr..;}~_.1'OR1•:, intending to be legall,> Lou:nci, in considera- tion oz the mutual covenants herein container:, ti,e parties have agreed anti do agree that trustee shall bolo an~i arii7in.ister any property that may be used to fund t;ris trust ~ur~_;rg settl.or's lifetime or after settler's death, whether the said property I comes from settlor or from any other source, all of which propert~ is sometimes herein referred to as the "trust estate," IN TP,UST for the uses and purposes and upon the terms and conditions hereinafter set forth: 1- ""ic tr_;zstee s:ia17. ~io:1~ =naintain, st ar.d rein- vest tie trust estate ror file :eiiefit or the settlr~r. It shall II collect t}is income t?ierefrs~rr, and first pay env e:: ~ar~,~~ F trust, including the trustee's reasonable expenses incurred~in ' the perfo rr,ar.ce of its duties and reasonable compensation to the trustee for its services, Trustee shall pay to settlor no oftener than quarterly the net income from the trust and sr,a.ll further pay to settlor all of. the principal or such portion of ' the principal estate as the settlor may from ti~,it, to time request: In the event settlor requests or becomes incomne at its c:iscretion shall use so much of the inco~nteaad principalee of the trust state as it believes necessary an,'i proper for t_re support, rnaintena.ia:_; and welfare c, f settlor a~i;? such ariounts in an one f ~ nay disburse I ARNpLD, SLIKE B BAYLEY Y o the following ways , A~H,Y, eT Iwo ,nu M xxrr s,xe,_, ~ F~. To that. person or corporation w2io is taking care or has custody of settlor; B. Directly to the settlor; C. To any creditor of the settlor directly for her benefit. ARNOfD, SAKE R BAYLEV ArroW.n .r G. ZI~n MnRKR S1 RF.[T nur Ii ILL. Pr.NH(Y LV ntuln I'lll I Upon the death of settlor, the then remaining trust estate shall be distributed or continued in trust, as the case may be, in accordance with the provisions hereinafter set forth. 2. Upon the death of the said settlor, the remaining trust estate shall be distributed to settlor's son, Jan A. Manning, providing he survives settlox. Should he not survive settlor, then the remaining trust estate shall be divided into as many shares as there shall be grandchildren of settlor's then living and grandchildren of settlor then dead represented by issue then living, and settlor's trustee stiall~ A. Distribute one such share to the issue of such deceased grandchild per stirpes absolutely. cs. IIold one such share as a separate trust for th benefit of each of my said grandchildren then living and pay the income and principal as, in the sole discretion of my trustee, is necessary for the support, education, health and welfare of my grandchildren. As each of settlor's grandchildren reaches the age of 21 years, trustee shall thereafter pay t}le net income from the share to~~~am or her. As each of settlor's grandchildren reaches the age of 25 years, he or she shall have tiie right to withdraw one-half of the principal then remaining, and as each of said grandchildren reaches the age of 3d years, he or she shall have the right to withdraw absolutely the entire balance of his or her share. Such rights of withdrawal may be exercised at any time or from time to time as the right accrues. C. If any grandchild of mine shall have attained any of such respective ages at the time when such shares directed to be set apart for such grandchild or at the time when any addi- tion is made thereto, such grandchild shall then have the right to withdraw such part or parts or all, as t}:e case may be, of such share as is given such gran_child anon :_~tta?.Wing such .-espective ages. ~~. ii` any grandchild of mine for ~~hose benefit my trustee holds a separate trust ur_der subparagran~~ :.:, hereof dies before distribution of the entire share held .for the benefit of such grandchild, the principal of such share shall then be dis- tributed to such grandchild's issue per stirpes. Should any said grandchild die and have no issue to survive iiim or her, then the said remaining principal of such share shall be distributed to my other grandchildren or their issue, as the case may be, in accordance with the terms and conditions of this Trust. - 2 - 3. ;:leither the income from the said trust estate here}~y >.rov Ciecl`-nr thy: }:~eneficiary or :~enef;.cia_-.~s, rror the principal funds, shall be liable for his or her <1<~bts, present ',or futurry, and shall not be subject to the right on the part of 'any creditor to seize or reach the same under any writ or by any proceeding at law or in equity, and the beneficiary or benefici- aries shall not leave any power to give, grant, sell, convey, mortgage, pledge or otherwise dispose of, encumber or anticipate the income of any installment thereof, or any share in the prin- cipal thereof, it being the settlor's direction that no right of disposition of any such property shall vest in beneficiary or beneficiaries until the same shall have been actually transferred or paid over to him or them. 9. Any sum from paragraph 2 hereinabove which is pay- able to a minor beneficiary other than a grandchild of mine shall continue to ue held I;d TRUST by my trustee. Any Bach sum may, in the sole and absolute discretion of the trustee, be applied to the support, maintn_nance, education and general welfare of said minor in such Wanner as trustee may deem proper without regard to the duty of any parson to support sue?i minor. 1lccumulate income anr', principal shall be paid to such minor when he or she reacl-ies the ages of_ 21 years or to file executor or administrator of such minor if he or she dies before reaching the age of 21 years. 5. Trustee shall have the following power and duties in addition to those already conferred herein and to those con- ferred by law: A. The trustee shall invest and reinvest the trust tats in any type of investment which fs prudent and shall have e right to hold its own stock. i~. Tire trustee shall have full Hower and author.-ity to enter into agr~~ement> from time to time as it ~;~:iy ~Ic~e„ neces- sary or :~xpecient ,with r%ferenc~ to tlr° reorganization of any corporation, the stocY.s, bonds or other obligations of which shall form a part of the trust estate. The trustee is further author- ize) anti :~ai,~ower~d to manage, care for, improve, r~rotect, control, deal wit:;., rnortuage, pledge, sell or othert,~ise dispose of the trust estate or any part thereof, in its discretion, in any way and in every way in w~rich any owner could manage, cares for, improve, protect, control, deal with, mortgage, pledge, sell or otherwise disposE: of the same. C. 'Phe trustee may determine t}ra node in which xpenses are to be borne as between principal and income and may etermine which moneys or property are to be treated as principal, hich right shall include the power to determine whether any part f the actual income of any investment purchased at a premium or discount shall be treated as principal or income. Each such etermination, whether made upon a question actually raised or nplied in the acts or accounts of the trustee, shall be conclu- ive and binding upon all the persons. AANOID, SWCE a BAYLEY I - _- Atro.B.n er Gs 3 u. In dividing the trust estate into shares or funds, the trustee may allot undivided interests in any of the assets oS the trust estate to the >averal slraras or funds, and may also make investments in common for any or all such funds or shares insofar as the same :aay advantageously be done. L. For the purpose of making any distribution of the corpus of the trust estate, the trustee is authorized and empowered to value and appraise any and all of said trust estate and to distribute the same in kind or cash, or partly in kind and partly in cash, as it may deem advisable; and any such valuation and appraisement made by trustee shall be valid and binding on every beneficiary }iereunder. F. The trustee shall ;eith trust funds purchase at the market value thereof at the time of purchase any securities or 'other }>roperty tendereii to it by the executor or acirainistrator of the settlor's estate at any time and from time to time within a period of 9 rronths after the settlor's death. If there shall be any difference of opinion as to the market value of such prop- erty, it shall be fixed by the trustee and executor or adminis- trator of the settlor's estate and their determination as to such value s}iall be conclusively binding upon all persons claiming under this agreement, If they shall be unable to agree, such value shall be determined by an arbitrator to be agreed upon and appointed iJy then, and in such case his determination shall be conclusive. The e,;pense of such arbitrator shall ba borne equally by the settlor's estate and by this trust. The trustee may also lend funds to settlor's executor or administrator and may advance funds thereto without reimbursement for the payment of estate settlement expenses and all death taxes. 6. The following provisions shall apply to tiii.s trust: ARNOID, SI~KE a BAYI.LY ill ATiwNen Ar Iw< A. Settlor reserves the right to add to this trust either as direct or contingent beneficiary any policy of insurance issued on her life, the proceeds thereof to be held on the same terms of trust and with like ford and effect as is the said pclioi•as i:a~. or.i~Jinall~ constituted .._ her'- of tiie sai:'. trust. ~ettloi- `urther reserves t;ie right to ac,d4to this trust assets of any nature ~.ahatsoovar., but in the case of assets other than life insurance, trustee shall have the opportunity to e:•:a:aine and return tiie swine or any part thereof to the Settlor. In such case where the trustee shall elect not to retain, the trustee shall Segregate the undesir,_d assets from the other assets of the trust end notify the settlor in writing thereof promptly together zaith i description of the asset or assets so segregated. All assets >f whatever nature c~;hich are or become part of the trust estate shall be held and disposed of by the trustee in a:11 respects, sub- ject to the provisions of this trust agreement, E:::cept as they iay be modified or altered in respect to such additions ay the Settlor in writing and in a manner acceptable to the trustee. The :rust investments which were originally or subsequently transferrec :o the trustee may be commingled and treated as a part of a single :rust. I3. Any corporation resulting frorn any merger, :onversion or consolidation to which The Commonweal t}! iVatioual iay be a party or any other corporation otherwise succeeding ~enerally to all or then greater part of the assets anti;~usiness of The Commonwealth National Bank shall be the successor to it as trustee hereunder without the execution or filing of any paper or any further action on the part of any party hereto or beneficiary hereunder. C. This instrument shall be construed and administered in accordance with the laws of the Commonwealth of Pennsylvania, and the validity of the trust hereby created shall be determined in accordance with the laws of the said Commonwealth of Pennsylvania. D. Na life insurance company shall be responsible to see to the execution of the performance of this trust. r:. The settlor shall pay all premiums on the life insurance policy or policies held hereunder. Trustee shall have no responsibility to see that the policies are kept in force. I'. T'ie settlor reserves to himself alone all rights, options and powers granted to the insured by settlor's policies held hereunder and any policies which might be added to the trust estate, and particularly the following rights: (1) To change beneficiary; (2) To borrow on policies; (3) To receive dividends, benefits and all other sums payable to the insured. AANOLD, SLIKE el UAYLGY I~ Anwwm Ar Iw. 1 nnr r• Hilt ^VI~NKN CrtvrnnNln I'111I settlor shall have the right to withdraw any or all of said poli- cies from the possession of the trustee, to pledge or assign them, to change the beneficiaries and to receive all dividends, surrender values and all other payments of any Y.ind on account of them. The trustee shall take any steps necessary to enable the settlor to exercise any such rights. After the settlor's death, the trustee may exercise all riyhts, options and powers granted by the insurance policy or policies Yield hereunder. G. settlor reserves the right to revoke or amend this trust in all or in part at any time and from time to time by written instrument and delivered to trustee in the lifetime of settlor. The duties, powers and liabilities of the trustee shall not be changed without the written consent of the trustee. Fi. The trustee may exercise all its rights, powers, duties and obligations without prior court approval. 7. Should the share of any trust hereinabove provided for be or become too small in the trustee's discretion so as to make establishment or continuance unadvisable, the trustee may make immediate distribution of the said share, including any accumulated or undistributed income, outright to the beneficiary. - 5 - IN WITNESS WHEREOF, the parties hereto have executed this agreement under seal in duplicate the day and yQar first above written. ARNOLD, SLIKE k BAYI.F.Y Airollneva wt I.as .li~i n KIT STft F.I_T nnP HILL, PI.NN~r~vn Nln I'lll I ~ wlTNrss: ATTEST: i^~ Martha B. M Wing (5~~, TFiL COMt~tONWEAI~TIi ?:ATIONAL F3r'1;dK ~ ~ ~-~~i () .~ i SCHEDULE "A" Cash $1,691.25 Bonds 5,000 Cumberland Valley School Revenue 6% Bonds due 10/15/!)3 with 4/15/74 s.c.a. $1,000 U.S. Treasury Freedom Notes 10,100 U. S. Treasury Series E Bonds Stacks 250 shs. Pennram Motor Inns, Inc. 50 wts. Pennram Motor Inns, Inc. Miscellaneous $10,000 First Federal Savings and Loan Association 6% Savings Certificate due 5/15/75 9,942.30 Harris Savings Association Savings passbook no. 14068 12,464.79 First Federal Savings and Loan Association passbook No. 2-6650 REV 1502 EX + (12-85) • • •~~ ~ ~ro..~ ~~ ~ ~.~~C~, ~nsen aoamonat sneers or same size. ) Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 Schedule A (Rev. 12-851 COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE Tq~ RETURN RESIDENT DECEDENT REAL ESTATE ESTATE OF MARTHA B. MANNING SS~~ 166-01-0251 01/27/95 FILE NUMBER 2195-0105 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a wa~inn ~oue..,eN~._. ~_:__ _____.._ . . REV - -1547 EX a (7-88) SCHEDULE D COMMONWEALTH FPENNSYLVANIA MORTGAGES AND NOTES IN~~s~b~"~~g~'~'~N RECEIVABLE ESTATE OF MARTHA B. MANNING SS~~ 166-01-0251 01/27/95 Print or Type FILE NUMBEF 2195-0105 ~• • • •--~ ~ .,ro.,~ ~~ ~ ~~~~~~. ~~ ~~C~ ~ aaaioonal sneers of same slze. ) Copyright (c) 1994 form software only CPSystems, Inc. Form 15th Schedule ~ (Re. 7-881 REV - 7548 EX + (2-87) COM MONEWEALTCHEOFq~PENENSYLVANIA ItJ RESIDENT DTECEpETURN SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS ESTATE OF MARTHA B. MANNING SS~~ 166-01-0251 01/27/95 (All property jointly-owned with Ri ht of Survivorship must be disclosed on Schedule F) ITEM NUMBER DESCRIPTION 1 Mellon checking account 252-107-1189 2 Furniture and personal effects 3 Car - 1992 Buick sedan 4 10 Eisenhower dollars 5 4 U. S. mint sets face value 1.91 each 6 Bricker's Auction - proceeds of sale of household goods TOTAL (Also enter on line 5, Recapitulation) (Attach additional 8 1/2" x 11" sheets 'rf more space is needed.) Copyright (c) 1994 form software only CPSystems, Inc. Please n or I ype FILE- M E 2195 - 010 5 VALUE AT DATE OF DEATH 14,453.01 4,000.00 6 , 900.00 10.00 7.64 502.00 IS 25,872.65 Form t$OO'Schedule E (Rev. 2-871 REV - 159 d+ (12-88) COM.~ONW LTH OF PENNSYLVANIA SCHEDULE F N~~s~~IN~FbT~gETURN JOINTLY-OWNED PROPERTY ESTATE Of tctuENT MARTHA B . MANNING S S~~ 166 - O1- 0251 01/2 7 95 FILE NUMBER 2195-010 5 Joint telant(s): NAME A. Jan A. Manning B. C. Jointly-owned property: ADDRESS 6700 Cortina Drive Highland, MD 20777 RELATIONSHIP TO DECEDENT LETTER DATE ITEM NUMBER FOR JOINT TENANT MADE JOINT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DECD'S °~, INT. DOLLAR VALUE OF ECEDENT INTEREST F d 1 A / / 03/09/82 e erated Services Company Accounts as follows: Liberty U.S. Gov't Trust 2,427.97 50.OOY 1,213.98 2 A 12/18/85 U.S. Gov't Securities 13,209.46 50.OOY 6,604.73 TOTAL (Also enter on line 6. RecanihJa ~•~~•~ ~~a~~ ~~ ~~~~~C~, inset[ aaaalonal sheets of same size.i Copyrightlc) 19gq form software only CPSystems. Inc. I>' 7 , 818.71 Form 150ascnedule F (Rev. 12-sal REV - 15 10 E~• (2.87 COMIOHNEWEALTCCHEOF PEgNENTSYLVANIA NRESi~~NT DE~EDEri>~" SCHEDULE G ESTATE OF TRANSFERS Please Print or T e FILE NUMBER MARTHA B. MANNING SS~p 166-01-0251 O1 27 95 2195-0105 THIS SGHEIULE MUST BE C P OM LETED AND FILED IF THE A NS WER TO ANY OF T HE DUESTIONS ON PAG E 2 IS YES ITEM DESCRIPTION OF PR . NUMBER OPERTY Inciudenameofthetransferee,their EXCLUSION TOTAL VALUE DECD'S DOLLAR VALUE OF reiatlonshi to decedent dateottranster. OF ASSET % INT. DECEDENT INTEREST L Agreement of Trust dated 11/7/73 between decd d 177,782.98 OO.OOY 177,782.98 e ent an Mellon Bank (formerly The Commonwealth National Bank) 2 Accrued interest on above trust 385.44 OO.OOY 385.44 TOTAL {Also enter on line 7 Recapitulation) P 178 ,168 42 (If more space Is needed, Insert additional sheets of same size.) Coovright 2~ 1994 inrm snstware only CPSVStems Inc. i. REV - 'S7 1 EX + (7-88) COM MONW ETTAgqL~~TCCHEEOFqq~~PERRNEENTTSYLVANIA IN~F~S~OENTDTECEDEfJT N SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND ESTATE OF MARTHA B. MANNING SS~~ 166-O1-0251 O1/27/~ ITEM NUMBER DESCRIPTION A. Funeral Expenses: L Myers-Harner Funeral Home B. Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Saidis , Guido, Shuf f & Masland 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address Clh' State Zip Code 4. Probate Fees Register of Wills C. Miscellaneous Expenses: 1 Cumberland Law Journal - legal ads 2 Patriot-News Co. - legal ads 3 Register of Wills - filing fees 4 Bank charges for estate checks and service fees 5 Barrett Real estate - property appraisal 6 Reserved for future expenses and taxes 261.00 40.00 59.08 25.00 53.76 250.00 350.00 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of same size. Copyright (c) 1994 form software only CPSystems, Inc. Print or Type FILE NUMBER 2195-O1 05 AMOUNT 1, 887.00 Waived 6,400.00 IS 9,325.84 Form 1500 Schedule H (Rev. 7-8a) REV- 5~2EX+ (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MARTHA B. MANNING SS~~ 166-O1-0251 01/27/95 of Type ILE N~UMgE 2195-01 05 ITEM NUMBER DESCRIPTION AMOUNT 1 Costs of sale of house - per attached settlement sheet 2 Terminix - treatment for carpenter ants at property 1,832.86 3 Checks clearing after death 394.32 4 Health South 120.02 5 Bell Atlantic 24.80 6 Executive Tax Service - 1994 tax prep. fee 74.45 7 Sammons Cable TV 100.00 8 PP&L 18.41 9 Pulmonary and Critical Care - balance due 76.61 10 PAWC 22.92 11 PP&L 15.80 12 Bell Atlantic 83.46 13 Sammons Cable TV 25.05 14 Kathryn Fetrow, Tax Collector - county and township taxes 18.41 15 PAWC 211.82 16 PP&L 8.39 17 Waste Management of Central PA 76.41 18 19 Jan A. Manning - reimbursement for property clean-up expenses Bell Atlantic 34.72 296.00 20 Picking Up The Pieces - cleaning house 29.02 21 Hampden Township - sewer and trash 397.50 22 Sue Hawley - lawn mowing - May and June 98.00 23 PP&L 120.00 24 Bell Atlantic 75.90 25 PAWC 20.10 26 Bell Atlantic 8.38 27 Liberty Mutual Ins. Co. - Homeowners insurance 2.64 28 PAWC 40.80 29 Sue Hawley - lawn mowing -June, July and August 8'38 30 Bell Atlantic 320.00 31 PAWL 12.64 32 PP&L 8.38 16.81 TOTAL (Also enter on line 10 Recaprtufatlon) S 4 , 593 00 (If more space Is needed, Insert addrtlonal sheets of same slze.) Copyright (cl 1994 form software only CPSystems. Inc. Form 1500 Schedule I (Rev. t -93) REV!15 13FK+ (p_871 Ct]IIMONW ALTHgOF PENNSYLVANIA SCHEDULE J ___ _ -- _ IN~~~~'~"N~ DT'~'~'~" BENEFICIARIE FILE NUMBER MARS B. MANNING SS~~ 166-01-0251 O1 27 95 2195-0105 ITE M NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR A. Taxable Bequests: SHARE OF ESTATE 1 Jan A. Manning Son 6700 Cortina Drive 100% of residue Highland, MD 20777 • ---~ ...__....,.,,~.~„~~q~ a~~oau w carne siZe.J opyr g c gg4 form software only CPSystems. Inc. Form 1500 Schedule .I (Rev. 2-871