HomeMy WebLinkAbout09-17-13 (2) ,
]�50561D14D
Ci�ll�+i tA0 IX {Oatt){F�}
R Y �:iV cFV�cu�usEE anq.v
PA DpaAmsnt of Revenue �
eura�u of Indivwua�7a�me �(�HERITANCE TJUC RETURN �Q��Code Yeer Fpe Number
ao aox zeoeo� � y y 3 0 4 8 6
PA iT128�08t)1 RESIDENT DEG�ENT
OECEDENT INFORMATION BEL,OW
xial Searity Num4er Date of Death MMDOrm� Data of Birth MMODYVrr
0 7 1 3 2 � 1 3 � 3 2 2 1 9 2 4
nPa Last Name Sutfix Decetlenks First Name MI
L E 4 N H A R D 1} Q N A i. l} F
(i�AppllcabN)EnW$urWving Spowe's iniortnatlon Balow
9lpouse's Laat Name Suffix Spouse's Firat Name MI
�use'a Sodal Security Number
THIB RETURN MUST BE FILED IN DUPI.ICATE NflTH THE
RE�ISTER OF WII.�S
FI L tN APPROPRUITE OVAL9 BELOW
1.driginal Retum � 2.SuppbmeMel Retum � 3.Remalntbr ReWm(date of DeatA
Prbr to lE-13ffi)
{����g � 4s.fttturo lr�teteat Com{rromke{data of Q 5.Federal E�eb Ta�c Rt�um Requked
death aRer 12-12-82)
6.Decedent Died Teetate � 7.Decedent Maintained a Living TrusR _ 8.Total Num4er of�SBte�epoaR Baxes
(Attach Copy of WIlq (Attach Copy of Tnrat.} � '=�� �� .xs
�.�n+a�o�proceeae aeoenrea � ia.spcusai Poveny credn{aate at oeam � 11. to Tix 5t�er Sea�3(A}
6elween 12•31-91 and i•1-85) �gq�u�f) e±;'� �
C RRE9PONDENT•THIB SECTpN MUBT 9E COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAI TAX � 'IIpN�8 . � TQ:
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A C Q U E L T N E A K E L L Y 7 1-7"'�°�4 �,. 5< 5^ "5 0
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( � a�x�►svs�orn.�r' _)
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Fi t Ur�e pf Addroas :y° � ''.7 '.� `;�
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4 5 S I R T H 0 P! A S { 0 U R T I
d Lirre of Addrese ( (
U I T E 1 2 - ----LL`�
' or PaN Ofiice State ZiP Caie i C�TE fKED
A R R I S B U R G P A 1 ? 1 0 9
pwndwmse-m�lladdrors: JACKIEJLB(�1VERIZON.NET
u va+.�.a�ury.i aewre mst i n.Ya«ammea a�.roam,�duainp ao�,y�ec�aw�arw sa+�.ama a me a.0 a
x u .«,�»�.�e a c�reran.r n,�u,e a�rx� ��a on a��ramaunn w,�cn "y""°Matlp"'",a omn�r,
a on�r�n..�yacrn�aeuoe
4F PERSON E lE F RING RETUR� Q
X�' ( � `«�71
ESS
6 ACCENT {IRC�E CAMP HIL� PA 1?�11
E OF PR ARER O N PRESENTATNE pq7�
84 TR TH4MAS tOURT, SUITE b2 HARRISBURG PA 1?Lt19
PLEASE USE OWCiINAI FORM ONLY
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� 150561U14U 150561014�
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I ' 150561C1240
T
REV•1600 EX(FI) p8c�denPe Sodal Securfty Number
awaw,r.nwn�: DONAID F. lEBNHARD ]+
ECMRULATIpN
' !. Real Estate(Schedub A} .... .... . ...... . .. ......... . .. . 1.
z. scoa�ana sana8�sa,eau�e e> . . . . . . . . . . .. . .. . .. .. . . . .. . . . . . . . . . . . . . z. 3 6 9 6 6 . 9 0
(3. Claaey tiekf Corporation.PaMersAip w Soie�P�etorehip tSchedute C) ..... 3. .
4. Mor�agss and Notes Racefvabb(Schedule D) . . . . . . . .. . .. .. . . . .. . .. . . . . 4. •
5. G�h,Benk Deposks and Miscaite�roous Persona!Pro�rty{ScAedute E}... .... 8. •
8. JoIMy Owned Property(Schedub F) ❑ Separate sining Requested . .. . . : . 6, 7� 8 3 5 4 . 4 1
7. IMervYrvos Tranaters&hMaoellarreousr�q-Probate Pmperty
( tsc�au�e c7 l..] sepa�aaiir�tte��ea ....... �. 3 2 4 2 0 9. 7 1
8. Toql Gross Atph(total Lines 1 through 7) . . . . .. . . . .. . . . .. . . . . . . .. . . . 8. 3 7 q 5 3 1 . 0 2
9. Funeeal Eupenses ar�d AdmGristrative Coats{SCheduie H} . ..... ... .. ... ... . 9. }� 9 1 4 2. 0 0
0. Debb M Decedent,Mortgage LiabilR�ea,arW Lieoa(SChedula q . . . . . . . . . . . . . 10. 4 9 3 6 . 4 4
�. roau osd+,stions[rotai u,ma s ana�07 . ._ ... ........ ..... .. ... ... ... �i. 2 4 0 7 8. 4 0
2. Net VNus of EshN(Line 8 minua Line 71) . . .. . . . . .. . .. . . ... .. . . . . .... 12. 3 S 5 4 S 2 . 6 2
3. Cirrrita6b and Governmental BequeateJSec 91 t3 Trusks for whidt
an ekdWn ta tax hsa twt been made(Schedu�J} . ........ .. .... .... ... 23. .
74. Nrt VHus SubJkt W Tax(Une 12 minus Line 13) ....... . ..... ......... 14. 3 S S 4 5 2 . 6 2
G�ILCUUTION-SEE INS'FRCtGT10NS F�2 MP�ICABtE RATES
15. AmowM of Ur�e i4 tazabMp
at ttre pouwl tsm rate,or
Vamfars urMer Sec.9t76
� {a}(12}X.0 _ � . Q 0 1B. �. 0 0
t . Amount of tine 14 texabie
at anea�rate x.oas 3 S 5 4 S 2 . 6 2 t 8, 1 5 9 9 5 . 3 7
t . AmOUnt of lit�e/4 tsxabie
et a�AnB tate %.12 0 , d � 17. Q. Q 0
1 . AmpuM of line t A texe6le
a�coua�erairete x.�e 0 . 0 0 �y, 0 . 0 C]
t . TA7CDUE ... .. .... ......... ... . ...................... . ........ . 19. �r $ � 9 5. 3 2
. FIU.IH THE{tYAL IF YOU Af�REQUESTlNfi A REPUNC}OF AH 8Y6RPAYMSMT �
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� 150561024D 1SD5610240 J
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REV-1500 EpC(Fp Page 3 Flle NumCer
Deced nt's Campiete Address: 2t ts 4sas
DECEOEN 5NAME
DONAL F. LEONHARD
STRfETA _�. ..__..._.— ___ ____.___.—_._- ._--
6 Accen Cirole
G mp�,- —_.----------.—._.— _------ --- -------
--- �� .—.__—.._ ZIP
�E PA �iia�� —_—_.—
Tau Pa menta and Credi#s:
1. Tau D e(Page 2,uine 19) (i} 15.995.37
2. G aymeMa
A.P Payments
8.p' m 7$8.74
7otal Credits{A+B) t2) 799.74
3. interes
(3}
4. If Une is gresker than Line i+��e 3,enter tl�e diHerenar.This is the OVERPAYMENT.
fiN In cn Paye 2,t�a��requat a reNnd. {d} 0.�
5. If Une +1�3�greaVer ih�Li�2,enter tt�c�fference.7tris is the TAX{M!E {5} 15 195.$3
Make check payable to: REGISTER OF WILLS, AGENT
� t �.44ri 1' .. .� . . . .i{ TM� , e... n � .r .vY..
PLEA3E ANSWER THE FOLCOIMNG QliEST10NS BY PLACING AN "X°IN THE APPROPRiATE BLOCKS
1. Di6 decsd9n!make a transfet�: Yes Na
a. retain tlw uae ar income ot the property transterred ...................................................................... ❑ �
b. tetein ihe rlgM�designate who snatl use the praperty transierted ar ib inwrrre ............................... ❑
c. rstafn a re�rer�ai�Y iMerest .............. ...................................................................................... �
d. receive tlie promiae fa II(e of elther payments�benefils a care? ....................................................... ❑ �
I 2. #d�t otxurted att�Dece�r�ber 72,f�2,did det;edenf tr�sfer propeRy within t�re year�de�h
xrithout ret�iving adequate consideration9 ............................. .. ........ . . . .............................. � ❑
...... . . ... .. ..
3. �d deeedent awn an'in trust for'ot payabie-upon�leaHi Dank accaunt or security at his ar her death9 ......... ❑
4. Did decedent oxm�kuk+ridual ralirement aarount,annuiiy a Wt�non-proDate prapedy,wtuch
contains a beneRdary designaGon?.................................................................................................. � ❑
�F THE R TO ANY pF THE ABOVE QUESTIONS IS YES,YOU MUST COMPIETE SCHEDULE G AND FILE IT A$PART OF THE RETURN.
: � �u>,3 .`s�=„3.. . � ,. ���. . .,,�F�i�� ,����a?,
Far da�s of qn w at�,luty 1,1�4,�d bef�e J�.1,1995,the ta�c rate imp�sed on!he�ret v�ue of trana�a►s���the use#tt�e x��viving spouse
' is 3 perc�nt 2 P.S.§9116(a)(1.11(ii1•
Far d�e W on a sfter Jan.1, 1995,the tax rake impqsed on ihe nat value of transFers ta or fw the use of tl�e survivi�g spause is 0 pe�oent
(72 P.S.§9! S(a�(t.t)(ii)}.The at�uls does not e�mpt a tr�s�r b a swviv�g spouse frmn!���u!the s�datay requ'usmen�tor di�Oaure���!
filing a tax are sUtllf appiica�e even if ihe surviving apouse is ihe oniy benefidary.
Fa datee tsf on or ait�Juiy t,2DOQ:
• The tax imposed on tlfe net v�ue oC 7an8fers from a deceased Child 21 years oF age or younger at death ta or for fhe use of a net�paren��
adop�+�e rent or a stepparent of the chiid ie 0 percent(72 P.3.§9116f a}(1.2}j.
• 'fl�ta�c ra Mnposed on ihe net v�ue of transf�s�or fa the use of the decedenPs lineai benefiaarias Gs 4.5�rcent,e�ep#as twEed in[M Ps.§9t1&(aX�)1
• The tax ra imposed pn tl�e nek value of tranBfers to a hx the use af Uis decede�Ys siWings is 12 percent[72 P.S.§9116(a)(1.3}].A�g is deflned,
tm�r 9102,as an individu�who has at ieast one parent in commpn with the decedent,whetl�er by bbod or adoptlon.
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REY.1603 EpC+(g.t2)
' pennsylvania $CHEDULE B
II DEPARTMENTOFRE4ENUE
��,�T��„� s��c�cs � aaN�s
���#��
ESTATE 0 F�.E NUMBER
DONAI F. LEONNARD 21 �g p�gg
A11 prpperty JolMly owned with right oi survivonh�p mwt be ditclotod on Seheduls F.
ITEM VALUE AT QATE
NUMBER 6ESCRIATIt�1 OF DFATH
t. MetL"rfe stock 7,272.69
149 shs(d1$48.81
2. ( Merzill Edqe brokerage acx�unt;Acct.#5BA-10162 29,894.21
Donegal Group Inc Del A(DGICA)
594 shs(c�$14.27=$14,74Q.8i
535 shs�$F1.37=$11,005.55
cash account=$3,947.75
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rora.(,veo er�on une 2�Recaqw�adai) s 36 9es.so
if mare spq��r�eede0,insert st�eets af tlro same ske
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REV-1569 EX+(6'14p}
pennsylvania SCHEDULE F
°EP�aT��rro�"�`� JOiNTLY•OWNEd PROPERTY
INHER17ANCE TAX RETURN
�SIDENT OECEOENt
ESTA7E 0 : FIt.E tqlll�EH:
DONALD F. LEONHARD 21 13 0986
B an eeat ws made jWMiy awned wltlrin one year of ihe decedari"e date of daMh,ft must be repoRed on&haduN G.
SURWMNG JO1NT TENANT(S)NAME(5) ADpRESS RELATIONSHIP TQ DECEDENT
q. Sherry!p.Waiker 6 Accent Circle daughter
Camp Niii, PA 1T011
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.IOWFTI.Y PROPERTY:
a�te a�trorioFaao�tv xac a,�oFO�ni
ir�a wk � �xuoErw�oFfltar+cN�n�,snrurar+nrroearwcncCOUNr�aoasinawt onreoFO�ni oecEOerms vuu�ov
NUMBER JONiT RlENiIFYfNGNU►IBER ATTAGHDEEDFtNtJO1NTlY�tDl�MESTATE V+Yt�OFASSET lNTB�ST OECEDENt'61NTEl�87
1. A. ( 2Q09 Susquehan�a 8ank checking acxount 20,226.Q1 5U. 14,113.41
Accourn�Sbt823506
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2. A. 'I 2009 Susquehanna Bank savings account 16,482.79 50. 8,241.40
i Aa;aunt#10�t5127278
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� Tl7TAl(Also enter on Line 6,Recapiwlei§on) S 1 g 35d 4�
' it mas epnoe io neetbd,use adANionai sl�eeb M P�Pa W U�e aeme aba.
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�u�s�a e,��tae�os�
� pennsyivania SCHEDULE G
OEPARTMENTOFREVENUE INTER•1I�VtlV fRll17SF�RSlii��
,r�uu�T,ix�+ MISC. NOM•PR08ATE PROPfRTY
r�s�o��roE�r
ESTA7E FILE NUII�ER
DQNAL F. LEt}NtiA�Rf7 21 1S 0986
Thl�achedu�e muat ba campleted and fibd H the er�swer ro eM ar Vueatlona t throupn a an pege threu a tlie REV•t500 h yea.
� DESCRlPTH'�i OF PRQFERtt
x+a.uoenfwx�oFn+Emw�,n�aEUna�avrooecEav+rr� DATE#DEATH 95�DECtYS EXCtUSION TAXABLE
NUMBER nEUriEa�Tnu�e�et.MT+r��cov,'OC7r�EO�Fd+x�.esiae. VALUEOFA$SET INTEREST i��rn�us.�� VALUE
1. negal Stock Class A shares; 18,114.60 100.00 18,114.80
1 330 shs�$13.621sh=$18,114.6Q
T Q tp daughter, She:rty D.Walker
2. eg�l Stock Class B shares; 12,335.75 100.00 12,335.78
5 shs�$18.55tsh=$12,335.75
T D to daughter, Sherry D. Waiker
3. F eiity tRA; Acct#26P-987889 102,609.37 100.00 102,609.37
eficiary is daughter, Sherry D. Walker
4. F' eiityBrokerageAcct; Acct#2BP-987870 116,118.19100.00 11fi,11$.99
Fidelity Municipal Income(FHIGX);
9,043.473 shs(�$12.8A=$11$,178.19
T�7D to daugMer, Sherry D. Waiker
5. it�Edge iRA;Account#5BA-10163 33,031.80 100.00 33,031.$0
eficiary is daugtrter, Sherry D. Waiker
6. Gi to daughter, Sherry O. Walker in January of 2013 13,000.00 �ao.oa 3,0OO.OQ 10,�OQ.DO
7. Gi�to son-in-law,Ty E. Walker in January 2p13 13,000.00 1p0.00 3,OOQ.00 10,U00.00
8. GiR to daughter, Sherry D. Walker on 7/29/2012 7,000.00 100.00 7,000.00
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9. G�to san-in-law, Ty E. Walker on 7/29/2012 7,000.00 100.00 7,0OO.OQ
10. G' to grandson, Qhristopher M. Leanhard on 7/29/2012 7,000.00 100A0 3,tlQ0A0 4,000.00
i 11. G to grartdson, Kirk S. Shaffer an 7129/2012 7,OOd.00 10q.40 3,dOd.00 4,000.00
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rora. aso ema an une 7, IaNOn i 324 209.71
ltoorea�bnee�d,uae ��p��itrea�ne�.
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REV-t5l1 6Xt{t40g}
� pennsylvania SCHEDULE H
'��. DEPAI2TMEMOFREVENUE fUNERALEXPENSESAND
( �'�`""`�T^"'�""�' ADMINISTRATIVE COSTS
r�sio�xroECeoENT
ESTA7E 0 FILE t1U�ER
DONAL F. I.EONHARC! 21 13 0986
DecedwM's debpt must be reparted on&M�duN I.
ITEM
NUMBER( DESCRIPTION AMQUNT
A. FUI�RAL EXPENSES:
t. Matinchek 8 Daughter Funerat Flome 13,742.00
2. ( Brtwmstone Cafe;funeral lunehean 400.00
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B. AUAlINISTRATIVE COSTS:
1, Per�onai Repreeentative Cammissians:
Name(a)of Per,wnel Rep�nRetive(a)
9peMAddree!
� �KY S� ZtP
Yenr�a)CommYddiqn Pald:
2. A�YFe� Jan L Brown&Associates 1,500.OQ
3. Ferny ezamption:pr deoedenrs address b�at me same as de�meM's.apecn ezplenaeon.y 3,50Q.Q0
c� Shem D. walker
streetned,eas 6 Accen#Circle
Cny Camo Hill �, PA vp 47011
� Re�a�porcadmarnaoeceoerx dauS�hter
4. arobele feea: �
5. AaamentFeea:
( s. � r�Re6xnPrepueeFees:
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70TAL(Alao eMer on Lki9 9,R9capMuladon) t 19 142.00
H mae�b needed,we aOdiUOne1�heeFS d pepe�of ihe aemeaka.
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REV-1512 +(12-12)
pennsylvania SCHEDULE 1
OEPARTMENT OF REVENUE ���T�Q�VG��DEi\T�
( +�T+�T��r�+ MORTGA�iE 11ABILITIES&LIENS
a���r�c���
ESTATE F�E�W(�EK
DONAL F. LE4NHARD 21 13 0986
debb Incumd by ths ducadent prior to debh Met remalned unpaid at the date of daeM,Meludlnp unraimbunad medMal ezpentq,
�� VAEUE AT t3ATE
NU DESCRIPTI4N OF QEATH
t. Jewish Home of Greater ltarcisburg; outs�nding bi!! 4,936.40
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T87AL{Aiso enter on We 10,Recaplwi�on) S 4 938.40
If moro apace is needed,iireert addi�onal shsbb of tM seme size. I
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rc�v-�s�a� tmaa�
� pennsylvania SCWEDULE J
DEPM7MENi OF REVENUE �����I1r��S
� nar�ar,v�r�r�ruw+
r�sroeNroECeoENr
ESTATE 0 : FILE NUI�R:
�NAt. F. IEONHARD 21 13 09�
RELATIdNSHiP TQ DECEDENT AMOUNT QR SHARE
NUMBER NAME AND ADDRESS OF PERSQN(S)RECEIVING PROPERTY Da Not Lkt Truske�s) OP ESTATE
I. TAXABLEDISTRIBUTlOMS (h�de���po��an0�a�s�
Sec.9tf8(a t} 1.2}.]
1, Sherry D. Walker Lineal 330,452.62
6 Accent Circle
Gamp Hilt, PA 17011
2. Ty E. Walker Lineal 17,000.00
6 Accent Circle Sch G
Gamp Hili, PA 17411
3. Christopher M. leonharc! Lineai 4,800.Op
Sch G
4. Kirk S. Shaffer tir�eal 4,000.00
Sch G
ENTER DOLlAR AAIOUNTS fOR DISTR�UT�IS St101Mt+!ASOVE�LlNES 15 Tt#20U{�H 18 4F REV-1506 COYER SFIEEt�RS APPROPRIATE.
II. N�-TAXABI.E INS7RIBUTIQNS;
A.SPqUSAI DISTRIBUTIONS UNDER S6CTION 9113 FOR WHICM AN ELECTION TO TAX IS NO7 TAKEN:
t.
B.CHARITABIE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TO7AL OF PART II-ENTER 70TAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15W COVER SHEET. S
If more spaae is needed,use additbnai sheets ot paper of ihe same size.
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�� �IIE COPY
LAST WILL AND TESTAMENT
OF
DONALCf F. LEONHARD
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1,DC?NALD F.LEONHARD,of Lancaster Caunty,Pennsyivania,deciare this to be my Last
� Witl and Testament. I revake alt other Wil€s and Godicils that I may have previously made.
Article I
i My just debts and expenses of my last illness, funeral,arrd administration of my estate shall
be paid by my Executor from the principa! of my residuary estate as soon as practicable after rny
(
death.
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Artic(e II
All inheritance,estate,and succession taxes(including interest and penalties thereon,but not
ineiuding any generation skipping taac)payable by reason of my death on any property or interest in
pro}�rty, ineluding taxcs assessed on jointly held assets and nonprobate assets,shali be paid oat of
d be charged generally against the principal of my residuary estate without reimbursernent frorn
� y person. The tax shait be paid and ailocated t'rom my residuary estate before nny residuary estate
s divided inta shares far my residuary beneficiaries. This provisian is nat a waiver of any right
hich my Executor has to claim reimbursement for any such taxes which become payable as the
�esult af any property qver which I have the power of appointment.
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IArticie ItI
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I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed,lacated with my WiII or with my vatuable papers and found within 30 days af
Ithe probate of my Wili. Gi$s may only be to persons who survive me or to organizatians which exist
at my death, and if there is a aonflict, the rnemorandum having the latest date shall govem,
I Article IV
IAll the rest, residue and rernainder of my estate, of whatsoever nature and wheresoever
Isituake, I give, davise and bequeath to my daughter, SHERRY I1, WALKER, of Camberland
ICounty,Pennsylvania. In the event that SHERRY I3.WALKER predeceases me or fails to survive
me by thirty(30)days,I give,devise and bequeath the remainder of my estate,of whatsoever nature
and wheresoever situate IN ECjUAL SHARES,to my son-in-law,TY E.WALKER,af Cumberland
County, Pennsylvania, ta my grandsan, CHItISTOPHEl2 M. LEONHARD, of Centre Caunty,
Pennsylvania, arrd to rny grandson, K]RK S. SHAFFER, of Lancaster, Pennsylvania.
In#he event that TY E.WALKER predeceases me or fails tp survive me by thirty(3d}days,
I give,devise and bequeath his share IN EQUAL SHAKES to CHRISTOPHER M.LEONHARD
nd KIRK S. SFTAFFER.
tn the event that CHRISTOPHER M. LEONHARD and/or WItK S. SHAFFER
bredecease rne or fail to survive me by thirty(30)days,T give,devise and bequeath his share{s)to his
�ssue who survive me,per stitpes,or if he has no issue,I give,devise and hequeath his share(s)to he
istributed equaliy to the remaining named beneficiazies in this Article IV.
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Article V
I understand and direct that my life insurance, annuities, individual retirement accounts
(IRAs), in trust for bank accounts and any other assets on which I may designate a beneficiary wi11
pass to the beneficiaries that I have named and will not be controlled by the distribution provisions of
this Will. I also understand and direct that any assets I own joindy with another with rights of
survivorship or a presumed rights of survivorship(whether the joint ownership was created before or
after this Will) will pass to the surviving joint owner and distribution of such assets will not be
contmlled by the provisions of this Will.
Article VI
If a beneficiary under this Will has not attained the age of tweniy-eight(28)years,the share
of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to
the tertns in Article VII.
Article VII
In the event that a Trust is created by or as a result of any part of this Will, the terms and
conditions of the Trust shall be as follows:
A. To expend and apply so much of the net income and so much of the principal of the
Trust as the Trustee shall consider advisable for the support, health, care and education (including
ol lege,trade school,or other similaz training or education)of the child until the child attains the age
f twenty-eight (28) years.
B. Upon attaining the age oftwenty-two(22)yeazs,one-fourth(1/4)ofthe principal and
ccumulated income, of the child's share shall be distributed outright to the child.
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C. Upon attaining the age of twer�ry-five(25}years,one-fourth{I!4)ofthe principat arrd
accumulated income, of the child's remaining share shall be distributed outright to the child.
D. Upan attaining the age of twenty-eight {28} years, the remaining principal and
� accumulated income of the child's shaze shall be distributed outright to the child.
E. If any beneficiary dies before the complete termination of his or her trust,the Tntstee
shall divide any rernaining trust praperty into shares for the beneficiary's issue then living, per
� stirpes, ar if nane, for my issue then ]iving, per stirpes, subject ta being held in cominued tzust m
accardance with the provisions of this Article VII.
I
F. No beneficiary or remainderman of this Trust shall have any right to alienate,
I encuznber,ac hypothecate his or her interesE in the principal or income of the Trust in any manz�er,
nar shail any interest be subject to claims of his or her creditors or liable to attachrnent,execution,ar
other processes of law.
Articie VIII
I hereby appoint CHRISTOPHER M.LEQNHARD,as Trustee af any Trust{s}created in
this Will. In the event of the renunciation, death, resignation, or inab'rlity to act, for any reason
�whatsoever pfCHR1STUPHER M. LEONfIARD,I nominate and appoint KIRI{S.3HAFFEI2,
as Suecesspr Trustee af any Trust{s}created in this Will.
Article IX
fn order to carry aut ihe purposes of the Trust estabGshed by this Will, the Trustee, in
ddition to atl other pawers granted by ihis Wil2 ar by law,shall have the fotlowing powers over tFre
rust estate, subject to any limitations specified elsewhere in this Will:
(
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;
{a) to retain in the forrn received and(ar to sel! either at pub2ic or private sale,any real
estate or personal property except that which I specifrcally bequeath herein,
{b} to manage real estate,
� {c} to invest and reinvest in a21 farms af pro�rty withauE being confined to tegal
investments, and without regard to the principal of diversification,
{d) to exercise any opiion ar right az'ssing from the awnership of investments,
(e) ta campromise clairns withaut oourt approvai and without cansent of azty beneficiary,
(� to file fiduciary/incorne tax retums and pay the tax due far any year for which such a
return is required,
� {g) to make distributions in cash or in kiod,or in both,and to determine the value of any
such property,
(h) to ernploy any attornay, investmeni advisor,or ather agent deemed necessary by rny
Executar or Trustee; and ta pay fram my estate reasonable compensation for afl their services,
(i) to conduct along with or with others,any business in which I am engaged in or have
an interest in at the dme of my death, and
{j} to receive reasanable compensation in accordance with their standazd schedule of fees
in affect while their services are performed.
Article X
I norninate,constitute,and appoint SFiEI2RY D. WALKER as Exeeutrix of my Last Will
and'I`estaznent. In the event of the renunciatior�,death,ar inability to act,for any reasan wlxatsoever
of my Exeautrix, I nominate, conskitute and appoint CHRISTOPHER M. LEONHARD as
successor Executor af my Last Witl and Testament. in the event of the renunciation, death, or
' - 5-
i
inability to act, far any reasan whatsaever of CHRISTOPHER M. LEOI'VHARI}, I nominate,
constitute and appoint KIRK S.SHAFFER as successar Executor of rny Last W ill and Testament. I
direct that my Executrix or successor Executars be permitted to serve without bond and in additipn
� to those powers granted by taw,I grant them power ta distribute in cash or in kind in like or in unlike
shazes and to file any qualifiad disclaimer I could have filed if living. My Executrix and successor
Executors shall receive reasanabie campensation for services rendered ko my estate.
� Articte XI
In addition to the pawers canferred by law, I autharize my Execntrix and successar
Executors, in his/her absolute discretion:
I (a} to retain in the farm received and to sell either at public or private sale,any real estate
or personal property except that which I specifically bequeath herein,
(b) to manage reai estate,
{c} ta invest and reinvest in ail farms of property without heing confined to legal
investments,and without regard to the principal of diversificatian,
(d) to exercise any option or right rarising fram the ownership of investments,
(e} to compramise ciaims withoui court approval and without cansent of any beneficiary,
(� to file any federal incarne tax retum for any year for which 1 have not filed such return
prior to my death,
{g} ta make distributions in cash or in kind,or in both,and ta determine the value ofany
such praperty,
(h) to employ any attomey, investment advisor,or other agent deemed necessary by my
Exeautor; and to pay from rny estate reasonable compensation for ail their services,
I -�
_
_ _ _ _ _ ._ _ __
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death,
(j) to file any qualified disclaimer 1 could have if living, and
(k) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed.
IN WITNESS WHEREOF, I, DONALD F. LEONHARD, hereby set my hand to this my
Last Will and Testament, on �a��� a v , 2012.
���_„/ � `��
DONALD F. LEONHARD
In our presence,the above-named DONALD F.LEONHARD signed this and declared this
to be his Last Wiil and Testament, and now at his request, in his presence, and in the presence of
each other, we sign as witnesses.
, Name � Address
V?_1��ti�V"" 845 Sir Thomes Court.Suite 12.Harrisburg PA 17109
��:�- � �Cl�-f S�' 845 Sir Thomas Court.Suite 12 Harrisbur PA 17109
- �-
I,DIJNALD F.LEONHARI?,Testator,who signed the faregoing instrument,having been
duly qe�alified accarding to law,acknowledge that I signed and executed this instrument as my Witt,
and that I signed it willingly as my free and valuntary act for thc purposes therein expressed.
� Swarn to or affirmed attd
acknowledged before me by
� DONALD F. LEONHARD,zhe Testator,
on �AYt,�i �d ,2q12.
_�€���� �� F�m.,{�..I.l � !1-{'{'�`".,
Notary Public DONAL F. LEONHARD
OMMONWEAiTH 8P PEMNSYIYANIA
NOfARUL SEAL �
Meliasa L. Smith, Notsry Public
ettysbury BorouqA,Adame Coasty
Cammts�be Explre:Juns i 3,2011
We, the undersigned witnesses wha signed the foregoing instrument, being duly qua3ified
according to law, depose and say that we were present and saw the`I'estator sign and execute this
instrument as his Wiil; that he signed and executed it willingly as his free and voluntary act for the
purpases therein expressed;that each of us in his sight and hearing signed the Will as witnesses,and
that ta the best af aur knawtedge, that he was at that time eighteen (18} years ar mare of age, of
sound mind, and under no constraint or undue intluence.
(Swarn to or affirmed and
subscribed to before me
�y .3r.�n �e l.�� k�� � -�-�/��'�
ana,.��� ,�� e.._— wtt � �����-x
witnesses, on r�(,j�-t��L) ,2012. �— f
�,__� �Pc. �f22�t. S�—�
��1�t�� �. ��i"�` � t ss
Notary Public
CpM ONWEA1iH OF PENNSVLYANIA
NOTARIA4 SEAL
M lissa 4.Smitb, Noury Publie g
�aett sburg Borou9�.+�aams Ca��ty
My C ission Expires h�e S 5.261•