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Home My WebLink About95-0116o~{~''~-(~11~ 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. AUG 16 2001 Date Fran eropoli, ' ect , Division of Vital Records P.O. Box 1528 New Castle, PA 16103 -, H1D5 +/4 Rev. ,91 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS ~,; O Z 3 7 0 *v~WT CERTIFICATE OF DEATH "' (Coroner) - - - PEn~uNEFIT xAac WN atrE nF w...~• -- `°-~ soclALSECUwrv NDAtaER - DNE OF DENII II.IpiII,, OaY. weS ,. Robert M Lindgren ZMale , ..January 19,1995 AOE ILr BirllgAy) UNDERtYEAR UNDERI DM OREOaF y&RT11 aIRTNPI.AACE ICgY and RACE Of DERNIGrtl~W,ansv-l sinrucfarma0istiery 6 9 rn. ~• D•Y. Nan Miry NOV ~++. 1,3 sr.«v««oocwm» ^ ERrarorw+ Yst ow ^ N~~ an« ..19 2 51 ,. Medford , Mass . Mar ^ RANy.~ ^ (so•ryN ^ COUMV OF OERH CT;901,p,TWPOF DERV NAMEINnai+MiM+lon,pwWr •ridamOV) WAS OECEOEflT OF N18RAISC 011NiW7 RACE-Aawign bdr, BY,A,Wr•, Me. ~~ Cumberland East Pennsboro Holy Spirit Hospital ,,~"'.,^R~;""'`~°"'' ~" ,• White DECEDENT' U&IAL OCC IDNDOFaVaNE89Mtl)USTRy YIRS DECEDENT EVERW OH)EDENT'9 EDUCATION L,AR~~_L,,I,~ te. I~wraa+~wkourau~•cr u.s.Aw+EOr~oRCES, suRVmnosrouse awiibp rrrorwsr ae.) o.m.rryla.m„e.n c•Wa• "moo ~wie' m•~•. w••wier rma C'OD Lird en wSXTb^ ~ ro+a n+«s+, IEV.d~ ,,, Jane C1eveL3nd DECEDENra MA1LSq AD0RE8a l5b•e+, QAYraI•++,suw.7~acmN oECEDENr•a 2850 Russell Road ,Ta,sm. Pa • ,~~^,y,, e.,.r„q,,e~ +•P RESIDENCE Camp Hill, Pa 17011 """~°"' N•N• ,Tw GYinhe rl aTrl tTe.® wrlrwrra tSVIIER'a NAME~kr NiIOM, LrS , Hennin G. Lindgren ~~Jennie Johnson WmnrwrawwEOwrR:a to Jane Lindgren *s-w~WDADOREea~r.~,,~,,,.~c«I~ MET//oooF oNE DaFaelraN Hill Pa 17011 el.r c,«rer^ R«••wn•aarbKl ^ •D•xWN oawrrr -NrraCrrNry,Crrnra, ioca)oN•o•we.,~srr..nocoe. ^ ~~ an 26 1995 Oak Grove Cemete PEIIeoNACragAasucN ,~,L,~„ :u W. Medfoni Mass ~E~~~DF`~`ITT 903 Mj~~j~~~j~et Str eet 011654-L ers-Harper Funeral Home In H11I, Pa-I/UIl rIw•rrerrenl.re.rnb E"~"I~ ~e..Inrwwarm.rr.ar. rear. rrAa UCENaE NUMBER DATE SgNED ar•rarL (Mar11. D.r. Wq taa aaa or•an•~ib TA~•rr+aillor eiAal. er OF DEaN D.oE rRONOUNC®DEADMrn. D.Y.'S•S rwacASE REFERREDro-~Eq~ouralERrCOgoNEp, ae. 6:03 A. M, Januar 19, 1995 »•~1 No^ rr.WUTrr. E+r,m.e..r..,Nrw«m+pnrr.weu+we»arm.DO~aar,nr+.osa x' lYOreyaruNOn •re+W. Mllq.•ucnreruAe «,rptray r,r6 rbd+«MrI WIr. ~Ayprblrr MRT N: WwNV*I'+++•~•eMbrmr+E+AYpbrrn,Or ~ar~il re no1^•~MnS lnlruMwtyYgewrSiwnln fMlRf+. aarmwE~~ lF:rl :+a•.n~ ~ . ,Occlusive Coronar Arter Disease Hypertension DIIE rolcR As A caNSEauENCE oq: a•prrrYara•+allo•• e . -- rM~~~~ DUE70l0R ASACCNSEOUENCE OFk ~ CMNEIdsr•aryry c ~ YireO •Yr•I DUE 70108 ASA CONSEQUENCE Csk +wubq MeuapLAfT e AM AUTOPSY WERE AIROPaY'FWDaga MANNER OF GENII DNEOF,IKIRV T,~~,~~ PERPDNAIEDT AV1LAalE PRIOR 70 .0•Y. Yaar) WJURYNWpiWp DESCRIBE 1/01M WJURY OCCURRED. CDAiLET10N OFCAUSE ~,( OF DENMt Nr«r !SI lbmkir ^ 1M ^ No ^ h• ^ N•~ V ^ N• ^ ARident ^ Pab1p+ ^ 70e. ,,,. :a S+ec+e. ^ eawnae.ar.+r^e ^ ~ we.~~rn01A•'4ni.rsr.emr.alac. ~ LQCNaNfsr.+.cryrta.,~.sry ~TOC ~W~PNY81pANIPI~v+~ra.uY.q awxaor,w..+,nwu.PMr•.nr pnmuncyeewn•MaanPblee Wm23) BNiIWIN1E rFbl•r,ey.ara••«.+we•.bw.a^.yp.nam.mrrralr ..................................................... ^ a,w Coroner 'TaMC ~bpWep,ernerno•a•rwrlMWne, e.e., eeW ape a.tl+yrpbauraeern) llCENBE DATE SNiNEDIMaMh. Dev,~ vlr~..nearbW.ury.).nemr.wrrwe .......................... ^ a, a,e.Jan. 20, 1995 NAME AND ADDRESS of PERSON wNO COMPLETED CAUSE of DENN (Sml27~Typ•«Print oRa»u.+.a.~`"", w«ww.~.aa,,b,~.,P,,,b,,,e~,,,r,,,,,,,,~,,,,,.,,,~~„~~,I,~~~I~ Michael L. Norris, Coroner a,..r.rM.rwlw ............................................................ . 405 Fairway Drive ..................................... RD418TRAR'a SKiNNURE AND >:. Mechanicsburg, Pa. 17055 DATE FILED (MaW+, O•Y• lbr) ~ v 7 ~•- dd ~ y9.t'° REV-1547 EX AFP (12-95) COMMONMEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ACN 101 BUREAU OF INDIVIDUAL rnxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 HARRISBURG, Pa 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX DATE .08-26-96 ESTATE OF LINO ~ FN nn .. DATE OF DEATH 01-19-95 ~~~~~~ ~~ FILE N0. 1 9 -0116 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT•• REMIT PAYMENT T0: JOHN E SLIKE ESp SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17011 DISCOUNT (+) INTEREST (-) AMOUNT PAID Amount Remitted CUT ALONG THIS LINE - RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ ------------------------------------ REV-1547 EX AFP (12-95) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR --------------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LINDGREN ROBERT M FILE N0. 21 95-0116 ACN 101 DATE 08-26-96 TAX RETURN WAS: (X) ACCEPTED AS~FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule Dl 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax .77 ~ 30,000. NOTE: if an assessment was issued previously, lines reflect figures that include th 14, 15 andior 16, 17 and 18 will e total of ALL ASSESSMENT OF~TAX: returns assessed to date. 15. Amount of Line 14 at Spousal rate (151 _ 1 , 258, 113.60 X . 00_ 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 226,256.90 X .06. . 13 575 41 ~ 17. Amount of Line 14 taxable at Collateral/Class B rate (17) .00 X .1 5. . 00 18. Principal Tax Due . TAX CREDITS: (1B) 13,575.41 PAYMENT RECEIPT DATE NUMBER -17-9 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 (1) .00 (2) 295.801.37 (3) .00 (4) .00 (5) 1 , 245 , 419.62 (6) 33.377.50 (7) .00 (8) 1,574,598.49 (9) 90,227.99 (lo) .00 (11) 90. 7 99 (12) 1,484,370.50 (13) . 00 (14) 1,484,370.50 TOTAL TAX CREDIT 30,678.77 BALANCE OF TAX DUE 17,103.36CR INTEREST AND PEN. .00 TOTAL DUE .17,103.36CR IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY SE DUE ~ r '' 300 EXa !7-Ce ~I ~V~~~~r>~~~ `z W 0 V O W Y Q y ~~~ = O 4 ~~m .~ h y W W ~o ~Y v z 0 4 a S 1' H INHERITANCE TqX RETURN F171{ of Ft:NNsrlVAtvtA ~ RESIpENT DECEDENT ti~N70FRt:VFNUF (TQ BE FILED IN DUPLICATE F T. 260601 lea, Pq vlsa.o6o1 ._ , WITM REGISTER OF WILLS) s IVeua ~.., ... --~- ~-'-- - - LINDGREN 'CIF SECVRITY NUmsER 031-16-0258 C Ir Arrt:.^lCl SURVIVING SvquSF't NAME II,.:T. r~RST ANO Lindgren, Jane C. '~ I . Original Return ~ ^ ~, limited Ettoty ~ b. Decedent Died Testato (Attach wpy of Wlll) John E. Slike, Esquire EIEPMpN~M6ER - _~ 717 1 737-3405 1,574,598.49 7. Total ~edUCtions (total lines 9 & 10) 90, 227.99 1 2. Not Volua of Estofo (Ling 8 minus line 11) (11) 1 484 370 50 t 3, Goriroble and GovernmantDl Bequotts Schedule 1) , , . (12) I d. Nat Value Subject to Tax (line 12 minus Uns 13 (13J . 15. Spouwl Transfers (for dates of death after 8th) 12 31/94 (lA) 1, 484, 370.50 Sto lnstrvaions for A plicable Percentage on Rorerse (t5) 1, 258 ,113.60 Side. (Include values from Sch l d K I x 00 00 e u e or Schedule M.J -... . .-- 1 b, Amount of lipe lb taxable at 6~,6 rate 226 256.90 (Include values from Schedule K Or (16) --• s Schedule M ) x .06 v 13, 575.41 1• leol Estate (Schedule A) (7 ) 2. locks and Banda (Schedule B) 1 z J 295, 801 .37 3- Qosoly Held Stock/Partnership Intorest (Schedvlo C) (3 ) i d. Mort9oges pnd Notes Receivabin (Schedule bJ (d J 5. Cash, Bank Deposits 8 Mis<elloneous Personal Property (Schedulq E~ (s) 1, 245, 419.62 6. Jointly Owned property (Schedule F) (e J _ - 33, 377.50 7. Tlansfors (Schedule G) (Schedule 1) (y J 8, Total Gross Assert (total lines 1•T 9. Funeral Expense:, AdFninistrarivo Costs, Miscellanoous Etpenses (Schedule HJ (9 } 90, 227.99 (8 J i O. Dobts, Mprtgdgo liabilities, lions (Schedvie 1) {10) 17. Amount of line 14 taxable of 1S°~b rats zc (Include values from Schedule K or Schedule qA,} (17) x .15 a 118_ Principal fox due {Add tax from lints 15, 16 and 17.) 118) 13, 575.41 a 19. Credits Spousal Poverty Crodit Prior Payments Discount Interco ;, T..~ + 30, 000 + 678.77 o (19J 30, 678.77 _ a 20. If Line 19 is greater than Line 18, onter the difforence on line Z0. Th1 hiss 11~ ~ e OYERrAYM~E{4T_- (ZpJ 17, 103.36 .21. IF line T8 it greater than line 19, enter the difference on llne 21. This Is iho TAX D(!E. 00.00 A. Enter the interest on the balance due on line 27A. (21] B. Enter the tottll of Line 21 and 21A on L' (Z1A) _ I the 2f 8. This is rho BfgLANCE pIJE, (21 g) 00.00 Make Cfteck fayebly fo: ReyieMr of Willer Ayeet -. ~ ~ M ' E c~, f~••.,s ~d'a3 ~ •.. . .. t ~~ ~ .. ~~;r penaltiot of perjury, I declare that I eve sxomin ~ - p ~~ ~ ~ ~~ ~ ~ ~~' *~'^ "- ` ' Irua act and complete. I de re that all real esto~e hFGs boen~roperdfod t true marker Ys~odulvs n ~ ~ ~ ~'~`~'~"~~~~''~'~~=~" -~~~'~~'' +d a!I formatio of w>ti'<h ejgarer hat dny knowledge. P y 9 0 d sfdfomenfs, and to the best of my knowledge and belief, aloe. Dedorulian of preparer other than Fhe ersonal a'JR Orr R N RES N ~ 6 f0 FI NG RF, URN A ` P /epresentahve is - aces obert C L nd '~---- ~t'~ I ~,`L`(:'`~~ l.'~°-.n~~ Juniper $iI~ lZ~rden DarF ~ ~ ~ a~~s.~ -~~~UR Of~VR' ARER OTHE _ - a ! ~^ ~SFNTATIVF "^ -- ADpRE55 Frances town, -' ~ ~~.% 2109 -Mar_ k_ et gt, , Camp Hill PA 17 0 7 1 f~ ~% t; ,'~cf S .~ ROBERT M. a e Uf DEA'ff~- 01/19/95 11/13/25 032-20-6161 ^ 2. Supplemental Return ^ da. FuturC Interest Compremise (for dates of death after 12.72-B2) ^ 7• pecodent Moinrainod a living Trust (Attach copy of Trvsi) ^ 3. Remainder Rsrurn (for dotes of death prior fo 12-13.82) ® 5. Federal Estate lax Rotvrn Required ~., 8. Total Number of $ofe Dopoair Boxes Saidis, Guido, Shoff & Masland 2109 Market Street Camp Hill, PA 17011 ~~ FOR PATE] Oi DEATh AiTER 12/31/91 CHECK H6Ri fi A saousA~ P~YERTY CREDIT IS ClA1MED ^ N7Y NUMBER 21 - 95 - 0116 2850 Russell Road Cam Hbill P~ 17011 um Brian 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 111/96 and before 1/1197 •1% (.01) will be applicable-for estates of decedents dying on or after 1/1/97 and before 1/1/98 •Spousai transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (~ IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, . ~{ b. retain the right to designate who shall use the property transferred or its income, g c. retain a reversionary interest; or . ~{ d. receive the promise for fife of either payments, benefits or care?. X 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? ~{ 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. r~,l kiL~ "{~! ~.i: ~-~~. C. ~~.~C st_.c~ ~- _ ~~ ~¢... c~'.~_~~Ls2. C~.. I` ~ ~ C'~-~~~.c~ `:' ,u.~._~i'~ -z~.~_s~ ,e.,..~,,~ -.,~ ) c!-X~t~. _+~ .,, r~ ` J 't~~ .- E' ~.:.~,~ - k G2.,-, ~ JL 2 ¢ ( ~ L c~i.i,~ C ~~ ; 1 C ~~ ~•: nii t l ~ -/1,~Q.~~{...~. ' + . +:~ ` 1~ 1 ~ ,~_.xtis1-- ~C..._~ C~,a'~~k,_ c'Tl_? +, r _ ~ + - -~ _e . ~~ 7 ~ v~ ~+ ~ -~ C ~ - {i ~~ ~+ . ,r, n. r C._ _. _.. .ti'+ ~ -.. - ~.~.1 Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 (Rev. 7-94) CODICIL TO THE LAST WILL AND TESTAMENT OF ROBERT M. LINDGREN SAIDIS, GUIDO & MASLAND 2]09 Market Street Camp Hill, PA I, ROBERT M. LINDGREN of the Borough of Camp Hill, Cumber- land County, Pennsylvania, declare this to be the sole codicil to my Last Will dated May 21, 1991. I - I authorize the trustee of the trusts created in my ; Last Will and Tes~,ament, in his sole discretion, to permit my wife, to occupy any residential real estate which I own at the time of my death and which forms a part of the trust estate without the payment of any rental or charge, except that she be required to pay the normal maintenance expenses, such as heat and utilities. II - I revoke Paragraph XVIII and substitute the i following therefor: Executors and Trustees: I appoint my wife, Jane C. Zindgren, Executrix of my estate, and my son, Robert C. Lindgren, as Trustee of any trusts under this will, and I direct that: A• If my wife for any reason fails to qualify or ceases to act as executrix, I ap- ' point my son, Robert C. Lindgren, as executor in his place, or if he fails to qualify or ceases as executor, I appoint my son, Richard K. Lindgren, as executor, or if he fails to qualify or ceases to act as executor, I appoint my son, Russell C. Lindgren, as exec- ,~~~ utor . Page 1 i i i I B. If my son, Robert C. Lindgren, fails to qualify or ceases to act as trustee, I ap- point my son, Richard K. Lindgren, as trust- ee, or if he fails to qualify or ceases to act as trustee, I appoint my son, Russell C. Lindgren, as trustee. C. The words "my executor" shall refer to all those from time to time acting as such, and the words "my trustee" shall, in their application to each trust, refer to all those from time to time acting as trustees of that trust. v D. Any individual executor or trustee may resign at any time without court approval. E. No executor or trustee shall be required to post bond in this or any jurisdiction. III - In all other respects I hereby ratify, confirm SAIDIS, GUIDO & MASLAND 2109 Market Street Camp Hill, PA and republish my Last Will dated May 21, 1991, together with this sole codicil as and for my Last Will. IN WITNESS WHEREOF, I have he eunto set my hand and seal on this, the Lf ~ da of .L.-- Y , 19 9 4 . `'~"y~ • ~ ( SEAL ) Robert M. L' dgren Page 2 '! III I Signed, published and declared on the date thereof by the above- , named ROBERT M. LINDGREN as and for the sole codicil to his Last Will dated his in the presence of us, who at her request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses hereto. r Address ~~ C ~c~ln T~ Address SAIDIS, GUIDO & MASLAND 2109 Market Street Camp Hill, PA Page 3 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) SAIDIS, GUIDO & MASLAIVD 2109 Market Street Camp Hill, PA WE, the undersigned, the testator and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testator signed and executed the instrument as the sole codicil to his Last Will and Testament and that he signed willingly (or willingly directed another to sign for him), and that he executed it as his free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator signed the will as witnesses and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind, and .under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by the testator, and subscribed and sworn to b fore me by both witnesses, this }- day of E:~f ~~~L-~' 1994. ~/ .~ .0- ~ Notary Public NOTARIAL SEAL THELMA S. McCAUSLIN, Notary Public Camp Hill, Cumberland County My Commission Crpire; July 3,1996 ~'~`~-~ T tat LAST WILL AND TESTAMENT OF ROBERT M. LINDGREN I, ROBERT M. LINDGREN of the Borough of Camp Hill, Cumberland County, Pennsylvania, hereby revoke my prior wills and declare this to be my will: GIFTS I. Personal and Household Effects: I give all my articles of personal or household use, including automobiles, together with all insurance relating thereto, to my wife, Jane C. Lindgren, if she sur- vives me by sixty days. If she does not so survive me, I give all such property and insurance to such of my children as so survive me, to be divided among them. as they may agree or, in the absence of agreement, as my executor may think appropriate. My Executor may make whatever arrangements my executor deems appropriate for storing and delivering articles of personal or household use to the beneficiaries, and may pay the cost thereof and any related expenses including insurance from my residuary estate. Page 1 ARNOLD & SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 1)011 II. Marital Deduction Trust: If my wife, Jane C. Lindgren, survives me, I give the fractional share of my estate necessary to reduce the federal estate tax falling due because of my death to the lowest possible figure to my trustee, IN TRUST, to keep it invested and thereafter: A. During my wife's lifetime: 1. The entire net income shall be paid to her, at least quarterly; and 2. As much of the principal as my trustee may from time to time think desirable--taking into account funds available from other sources--for her health, support, or maintenance shall be paid to her. I intend my trustee to use principal liberally for my wife to enable her to maintain insofar as possible the standard of living to which she has been accustomed during my lifetime. B. On my wife's death: 1. Any increase in death taxes or administration expenses in her estate caused by the inclusion of a portion of this trust in her estate for tax purposes shall be paid out of the principal of such portion, except to the extent that a specific reference to her trust in her will provides for payment of such taxes and expenses from other sources; and a written statement by her executor or administrator of the amounts thus payable may be accepted as being correct; and 2. The balance of the then-remaining principal shall be paid to such one or more of my descendants on such terms as she may appoint by a will, specifically referring to this power of appointment; or, in default of appointment or insofar as it is not effective, shall be added to and thereafter treated as a part of the principal of the residuary trust. III. Residuary Trust: I give the residue of my estate, real and personal, to my trustee, IN TRUST, to keep it invested and there- after: v f~ ~ ;ice-/ ~'~-- Page ARNOLD & LIKE, ATTORNEYS-AT-LAW, 2109 MAAICET STREET, CAMP HILL, PA 17011 p,. If my wife, Jane C. Lindgren, survives me, during her lifetime: 1, The net income shall be paid to her in quarterly uarterly; and or other convenient installments not less than as m trustee may from 2• As much of the principal Y to time think desirable--taking into account funds available from time ort or maintenance of my wife or any other sources--for the health, supp children either shall be of my - ur oses ; o~~ children or the education of lied directly for those p P paid to that person or shall be app rovided that none of the principalunlessltherprincipal of thedmarital p wife applied for the benefit of my deduction trust has been exhausted. g, If my wif"~ survives me, upon her death the then- descendants remaining principal shall be paid to such one or more of my a will, specifically referring wife may appoint by on such terms as my to this power of appointment; or, in default of appointment or insofar as it is not effective, shall be held in accordance with paragraph C. C, After my wife's death (or mine if I survive her), the then-remaining principal not effectively appointed pursuant to paragraph B shall be divided into three equal shares, and one such share shall be aid to each of my children, Robert C. Lindgren, Richard K. Lindgren and p aid to his issue Russell C. Lindgren, the share of a deceased son to be p per stirpes. Ip• POWer of a^nnintment• No provision of this will shall ower of appointment I may have. exercise any ~ Page 3 ~.Qit~.. ARNO & SLI , ATTORN E-ILS-AT-LAW. 2109 MARKET STREET, CAMP HILL, PA 17011 ~~ti111~~ I I~~ `', V. Adopted Persons: Persons adopted during minority shall be considered as children of their adoptive parents, and they and their descendants shall be considered as descendants of their adoptive parents. TAX PROVISIONS VI. Special Anti-Tax Provision: No income or principal shall be distributed for the ~SUpport or maintenance of a beneficiary whom a trustee is legally obligated to support, or for the discharge of any legal obligation of a trustee, any provision herein to the contrary notwithstanding. VII. Special Tax Election Provision: If my wife survives me and if my executor elects to qualify only a portion of the marital deduction trust for the marital deduction, my trustee may, in my trus- tee's sole discretion, divide the principal of the marital deduction trust into two parts and hold each part as a separate trust. One part shall constitute the portion my executor elects to qualify for the marital deduction, and the other part shall constitute the portion my executor elects not to qualify for the marital deduction. The disposi- tive, administrative and other provisions of each such separate trust shall be identical. /v ~ ~ ~ Page 4 ARNOLD & SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 1701 I t VIII. Calculation and Fundina of Marital Deduction: In calcu- lating the fractional share of my estate to be allocated to the marital deduction trust, (i) the unlimited marital deduction allowed by the Economic Recovery Tax Act of 1981 shall apply to my estate, (ii) the fraction shall be calculated as if my executor elected to qualify the entire marital deduction trust for .the marital deduction in my estate, (iii) the final determination for federal estate tax purposes in my estate shall control, (iv) the value of any property which qualified for the marital deduction in,~ny estate but which does not pass under this instrument to the marital deduction trust shall be taken into considera- tion, and (v) the fraction shall be reduced to the extent necessary to give my estate the full benefit of all other deductions and credits allowed in calculating the federal estate tax in my estate (but only to the extent so doing does not increase state death taxes). For the purpose of computing the fractional share and making distributions to the marital deduction trust, "my estate" shall mean my net probate estate, but without any deduction for death taxes. No property ineligible for the marital deduction shall be distributed to the marital deduction trust. IX. Survivorship: My wife shall be deemed to have survived me if the order of our deaths is not clear. III' III I I ARNOLD & SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA L701 I Page 5 -,._~ _. X, nPath Taxes: All federal, state and other death taxes payable because of my death on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my probate estate so that the burden thereof falls on my residuary estate (or, to the extent my residuary estate is insufficient, from the portion of the marital deduction trust which my executor elects not to qualify for the marital deduction ), and none of those taxes shall be charged against the portion of the marital deduc- tion trust which my executor elects to qualify for the marital deduc- tion, any beneficiary or any outside fund. This provision shall not apply to generation-skipping transfer taxes. XI. Tax Options: I direct my executor to exercise any options available in determining and paying death taxes in my estate in such a way as reasonably may be expected to achieve the greatest overall tax savings for my family, without regard to any effect upon the size of the marital deduction trust and without requiring adjustments between income and principal. ADMINISTRATIVE PROVISIONS XII. Minor or Disabled Beneficiaries: If any income or prin- cipal of the residuary trust is payable to a minor or to a person who Page 6 r ARNOLD & SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 17011 ~~ 44 -~ is in my trustee's opinion, disabled by illness or other cause, it / trustee in a separate trust for that beneficiary shall be retained by mY and thereafter: A. As much of the income and principal of that trust as my trustee may from time to time think desirable for the beneficiary either shall be paid to him or her or shall be applied for his or her benefit; g. Any income not so distributed shall be added to prin- cipal; and C, When the minor attains twenty-one years of age or when the disabled person becomes, in my trustee's opinion, free of disabil- ity, the then-remaining principal shall be paid to him or her. If the beneficiary dies before that time, the then-remaining principal shall bE paid to his or her estate. Any funds to be applied under this article either shall be aid to a parent or guardian applied directly by my trustee or shall be p of the beneficiary or to any person or organization taking care of the beneficiary, and my trustee shall have no further responsibility for an funds so paid. The word "minor" shall mean a person who has not reache twenty-one years of age. XIII. Early Termination of Trust: If my trustee, in my trus- tee's sole discretion, determines that it is desirable to do so, my ! / ~ Page ARNOLD & SL1KE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 17011 i~4 ~~ terminate any trust for a trustee may, without further responsibility, receding articles. This may be minor or disabled beneficiary under the p done by paying the then-remaining principal and income of that trust to uardian or to any person or arent or g the beneficiary or to his or her p in the case of a minor, by organization taking care of him or her or, ointed by my paying it to a custodian for the minor selected and app trustee or by depositing it in an interest bearing account in the minor's name, payable to him or her at majority. ~ in Income: Each trust hereunder shall be entitled XIV. Ri~_ to a proportionate share of income accruing from the event as of which it is to be set apart (for example, the date of my death in the case of the marital deduction trust), and, pending actual division, distribu- tions of income and principal may be made directly to a trust or, sub- ject to the terms thereof, to the beneficiaries of the trust. Except i the case of the marital deduction trust, all income undistributed at a beneficiary's death shall be treated as if it had accrued thereafter. XV. Protective Provision: No beneficiary may sell, give or otherwise transfer his or her interest in income or principal hereunder No person having a claim against a beneficiary may reach any such inte est before actual payment to the beneficiary. ? ~n~ i2~i---, P a g e ARNOLD & SLIKE, ATTORNEYS-AT-LAW. 2109 MARKET STREET. CAMP HILL, PA 17011 XVI. Provisi ns• I authorize my executor and my Mime trustee: To retain and to investoiinvestments authorized byef A• confined t ardless o ro erty, without being aired to diversify and reg sonal P P without being reg onsibility by statutory list, delegation of investment resp any principle of law limiting executors or trustees; ro erty which, g, To compromise claims and is ofalittlenorpno value; o inion, in my executor's or my trustees P to exchange or to ~, To sell at public or private sale. ro erty, and to give eriod of time, any real or personal p P lease for any p options for sales or leases; anization, voting-trust D. To join in any merger, reorg and to delegate lan or other concerted action of security holders, P duties with respect thereto; discretionary To borrow from anyone, even if tas securitysfor repay- E' and to pledge property for or trustee hereunder, ment of the funds borrowed; ro erty from, my hus- F, To make loans to, and to buy p P band's executor or administrator; iven by investment G, To employ and to rely upon advice 9 es in invest- ate discretionary authority to make Chang counsel, to deleg and to pay investment counsel reexecubor ments to investment counsel, fees otherwise payable to my compensation in addition to any and my trustee; unregistered a custodian, to hold property H, To emploYlncluding the nominee of any institution a reasonable compensation to the cast in the name of a nomineeand to p Y executor and my employed as custodian), fees otherwise payable to my dian in addition to any I trustee; and expenses of I, To hold two or morallrreceiptsefromr as a combine (allocating ratably to such trusts combined fund) for convenienc~rustsnfortthis purposelshallanotnal the combination of provided that any arate trusts; and their status as sep II J. To distribute in cash or in kind. Page ('~- ARN OLD SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA I~01 ~ These authorities shall extend to all property at any time held by my executor or my trustee and shall continue in full force until the actual distribution of all such property, except as otherwise specifically stated. All powers, authorities, and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without court authorization. XVII. ~ o or Trustee in Investment Busine~: The fact that an executor or trustee is active in the investment business shall not be deemed to be a conflict of interest, and purchases and sales of investments may be made through any firm of which he is a partner, shareholder, associate or employee. FIDUCIARIES XVIII. ~'xecutors and Tr ees: I appoint my wife, Jane C. Lindgren, executrix, and my three sons, Robert C. Lindgren, Richard K. Lindgren and Russell C. Lindgren, trustees under this will, and I direct that: A. If my wife for any reason fails to qualify or ceases to act as executrix I appoint in sons, Robert C. Lindgren, Richard K. Lindgren and Russell C. Lindgren, in her place; B. Each child of mine shall become an additional trustee of his or her share of the residuary trust after that share is set apart by delivering to my trustee his or her written acceptance of office; ~~ C. Each individual trustee may, by written instrument lodged with my trustee or by wirl, appoint an individual to succeed him or her as trustee of one or more trusts hereunder, and each individual successor trustee shall have a similar power; ,vim Page 10 OLD SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 11011 D. My executor may at any time by written instrument appoint a corporation with fiduciary powers as a co-executor or as agent or custodian for the executor and may enter into a binding agreement with it regarding its compensation; E. The words "my executor" shall refer to all those from time to time acting as such, and the words "my trustee" shall, in their application to each trust, refer to all those from time to time acting as trustees of that trust; F. Any individual executor or trustee may resign at any time without court approval; and G. No executor or trustee shall be required to give bond. IN WITNESS WHEREOF,JI,, have hereunto set my hand and seal on this, the /Q-~ day of /~( 1991. '~ ~' ~ ( SEAL ) Robert M in ren In our presence the above-named testator signed this and declared it to be his will, and now at his request, in his presence, and in the pres- ence of each other, we sign as witnesses: /7 Name ~~~~ Name A / Address _/ dress Page 11 ARNOLD & SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 17011 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and Testament and that he signed willingly (or willingly directed another to sign for him), and that he executed it as his free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator signed the will as witnesses and that to the best of their knowledge the testator was at that time eigh- teen years of age or older, of sound mind, and under no constraint or undue influence . ~- Te ato Witness (/ O Witnes Subscribed, sworn to and acknowledged before me by the testator, and subscribed d sworn to before me by both witnesses, this d/~ day of 1991. ~~ Notary Public NOTARIAL SEAL THELMA S. McCAUSLIN, Notary PubAc Csmp HiN, PA Cumber,and Ca.+ruy A/y Commission Expires July 3, 1 fl92 ARNOLD & SL1KE, ATT ORNEYS~AT LAW. 2109 MARKET STREET. CAMP HII. L. PA I7U11 REV - 1503 EX + {4-86) COMMO~{NEWEALTH OF P NNSYLVANIA SCHEDULE B IN RESIbA~IN~,FbTF~T-~1RN STOCKS AND BONDS ESTATE OF ~+ FILE NUMBER 2195-0116 ROBERT M. LINDGREN SS~~ 031-1b-0258 01/19/95 (All property j ITEM NUMBER ointly-owned with Ri ht of Survivorship must be disclosed on Schedule F.) VALUE AT DATE DESCRIPTION OF DEATH 1 1000 shares Digital Equipment 36.625 36,625.00 2 $75,000 U. S. Treasury Note at S.SOy 100 75,000.00 3 Wall Street Associates investment club 57,322.31 4 Sixpack Corporation - a Pennsylvania closely held corporation - 10 shares of 30 shares issued and outstanding; valuation attached 106,742.85 5 1800 shares common stock of Brookside Manufacturing, Inc., a Pennsylvania closely held corporation, with 6800 shares of stock issued and outstanding. The corporation is inactive with assets of a value of $78,871.53, less estimated costs of dissolution of $3,000 for a net value of $75,871.53 20,105.96 6 3 shares National Patent Development Corp. 1.75 5.25 TOTAL (Also enter on line 2, Recapitulation) ~S 295 , 801.37 (If more space is needed, insert additional sheets of same size.) Copyright (c) 1994 form software only CPSystems, Inc. Form 15p0 Schedule B (Rev. 4-86) REV - 1508 EX + (2-87) COMMONW ETTAppL~~TCCHEOFp~PEgNENSYLVANIA INF~F~SIDENT DTECEDET-~1~N SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS ROBERT M. LINDGREN SS~~ 031-16-0258 01/19/95 Print or Type FILE NUMBER 2195-0116 (Ali property jointly-owned with Ri ht of Survivorship must be disclosed on Schedule F) ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 VANGUARD GROUP PROFIT SHARING PLAN: A Windsor Fund 294,644.70 B Money Market Prime Fund 271,215.07 C International Growth Fund 426,498.83 D Total Bond Market Fund 191,629.60 2 Stock Cross IRA Fund 40,931.42 3 1992 Cadillac Fleetwood 17,500.00 4 1987 Cadillac Fleetwood 3,000.00 All assets under Items 1 and 2 totaling $1,224,919.60 passed to Jane C. Lindgren, spouse of decedent, and are exempt from PA Inheritance Tax. TOTAL (Also enter on line 5, Recapitulation) ~S 1 , 245 , 419.62 (Attach additional 8 1/2" x 11" sheets if more space is needed.) Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 Schedule E (Rev. 2-87) REV - 1509 EX + (12-88) COMMONWEALTH OF PENNSYLVANIA SCHEDULE F I IN~~s~b'~N~Ebr~~~r~RN JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER ROBERT M LINDGREN SS~~ 031-1b-0258 01/19/95 2195-0116 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. Jane C. Lindgren 285.0 Russell Road Spouse Camp Hill, PA 17011 B. Russell C. Lindgren P. 0. Box 33b Son Williamstown, MA 012b7 C. Jointly-owned property: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DECD'S °k INT. DOLLAR VALUE OF ECEDENT INTEREST 1 A 12/13/79 Vanguard Group Prime 33,429.bb 50.00% 1b,714.83" Portfolio Acct. ~~971040047 2 A 12/12/8b Farmers Trust Co. Acct. 2,86b.99 50.00% 1,433.50 No. 6-94975 3 A 01/02/78 PNC Bank C/A 5140038222 15,100.21 50.00% 7,550.11 4 A 12/30/91 PNC Bank Money Market 14,b24.05 50.00% 7,312.03 Acct. ~~51300728b5 5 A&B 07/14/7b Cape Cod Cooperative Bank 1,101.03 33.00% 3b7.04 Acct ~~23819952 TOTAL (Also enter on line 6, Recapitulation) ~ 33 , 377.50 (If more space is needed, insert additional sheets of same size.) Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 Schedule F (Rev. 12-88) REV -1s11 Ex + (7-as) SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND I" R~Es~b'~NCfEbr~~~rr~iP" MISCELLANEOUS EXPENSES Please Print or T e ESTATE OF FILE NUMBER 2195-0116 ROBERT M. LINDGREN SS~~ 031-16-0258 01/19 95 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1 Myers-Harper Funeral Home, Camp Hill, PA 5,631.00 2 Berglund-Williams-Wilson & Fudge Funeral Home, 4,648.71 Arlington, MA 3 West Shore Country Club - funeral luncheon 2,049.70 B. 1 Administrative Costs: Personal Representative Commissions Social Security Number of Personal Representative: 181- 38 - 9122 Year Commissions paid 2. IAttorneyFees Saidis, Guido, Shuff & Masland 3. 4. Family Exemption Claimant Jane C. Lindgren Relationship Address of Claimant at decedent's death Street Address 2850 Russell Road City Camp Hill State Probate Fees Register of Wills 35,000.00 35,000.00 2,000.00 275.50 C. Miscellaneous Expenses: 1 Register of Wills - alternate executor appointment 34.00 2 Cumberland Law Journal - legal ads 40.00 3 Patriot-News Co. - legal ads 59.08 4 Diebold Corporation - drill safe deposit box 70.00 5 Register of Wills - filing fees 25.00 6 Register of Wills - estimated account filing fees 350.00 7 Reserved for taxes and future expenses 750.00 8 Register of Wills - short certificates 15.00 9 Accountant's estimated fees 4,000.00 10 Mette, Evans & Woodside - tax consultations 280.00 TOTAL (Also enter on line 9, (If more space is needed, insert additional sheets of same size.) Copyright (c) 1994 form software only CPSystems, Inc. Wife PA Zip Code 17011 ~S 90,227.99 Form 1500 Schedule H (Rev. 7-88) REV - 1513 EX + (2-87) COMMONS AANNH OF PENNSYLVANIA SCHEDULE J IN RI ~Ebr~~~r,IJ~tN BENEFICIARIE FILE NUMBER 2195-0116 ROBERT M. LINDGREN 55~~ U31-16-U'LSt1 U1 ly N5 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE NUMBER A. Taxable Bequests: 1 Jane C. Lindgren Wife 1,224,919.60 2850 Russell Road plus-income,. Camp Hill, PA 17011 from the, balane'e of the estate until Jane's death 2 Robert C. Lindgren Son 1/3 of residue Juniper Hill Road Francestown, NH 03043 3 Richard K. Lindgren Son 1/3 of residue 112 Fuller Street Midfdleboro, MA 02346 4 Russell C. Lindgren Son 1/3 of residue P. 0. Box 336 Williamstown, MA 01267 Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 Schedule .I (Rev. 2-87) (If more space is needed, insert additional sheets of same size.) pennsytvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX V REV-1607 EX AFP (12-14) INHERITANCE TAX DIVISION PO BOX 280601 STATEMENT OF ACCOUNT HARRISBURG PA I7RF-C00@Ij D&E D 0 F F I C 17 0 F REGI STEll U WILLS DATE 02-09-2015 ESTATE OF LINDGREN ROBERT M F TB 17 F 11 1 14 DATE OF DEATH 01-19-1995 L FILE NUMBER 21 95-0116 C!-E,-.'., OF COUNTY CUMBERLAND SLIKE ES.0 JOHN - E ACN 101 SAIDISIT�PA.�AN']) C'�, 2' 1 Amount Remitted 2109 CAMP HILL PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE RETAIN LOWER PORTION FOR'-YOUR-iW RECORDS -- 4- -- --- - - - ------ - - TAX i- - OX INHERITANCE i ffA E; STATEMENT OF ACCOUNT ESTATE OF:LINDGREN ROBERT M FILE NO. : 21 95-0116 ACN: 101 DATE: 02-09-2015 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-19-1996 PRINCIPAL TAX DUE: 13,575.41 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 04-17-1995 AA023059 678.77 30,000.00 08-21-1996 REFUND .00 17,103.36- TOTAL TAX PAYMENT 13,575.41 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, 1 0