HomeMy WebLinkAbout03-11-14 J ' enns Ivania 150561B403
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REV-1500 OFFICIAL USE ONLY
counrycoae vear FiieNumeer
Bureau ot�ntlividua�iaxes INHERITANCE TAX RETURN
POBoxzeasoi 2y 14 0744
Harrisbur PA 1�128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social SeCu�i�y Num�e� Date of�ea�h MMD�YYVY Da�e of Birth MM�OYVVY
06 19 2014 04 11 1929
DecetlenPs Last Name Suffa DecetlenPs Firel Name MI
LOVE MIGNON J
(If Applicable)Enter Surviving Spousa's Intormallon Below
Spouse's Lasl Name Suf(x Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O 1. OnginalReWm � 2. SupplemenlalRe�um � 3. RemainderReWm(Oateoftlealtt
pnar�0 12-0&82)
� 4. FgriculWral EMemptlon(dale of � 5. FUW�e Inleresl Compmmise(tla�e o! � 6. Fetleral Eslale Tax ReWrn Requtretl
Cea�M1OnOrdfter)�1-20121 tleaNaRer1242-82)
O �. (q�lactiecopyeof w�ilpate O 0. �ecetlen�MaintalneJ a Lrving Trus[ 1 8. Tolal NumOer oBafe�eposil Boxes
❑ (Allacb mpy ol�rusL)
ID. Litlga(on Pmceetls Receive0 � 11. Non-Pro�ale Transferee ReWm � � R. DeterraVEleclion of Spousal Trusts
(SCM1etlule F antl G Assels Only)
� ll. BusinessHssels � 14. Spousels5oleeenefciary
(No�ms�Involved)
CORRESPONDENT�iHIS SfCiION MUST 6E COMPLETEO.ALl GORRESPoNOENCE AND CONFlDENML TAS MFORMATION SHOULD BE�IREQEO TO'.
Name OaNime Telephone Number
IVO V OTTO III (717) 243 3341
Firs�Line of Atltlress
10 EAST HIGH STREET
Secontl Line of Atltlress
CityorPoal�ce S[a[e ZIPGotle
CARLISLE PA 17013
CorrespontlenPsemailatltlress: � n � �% I w m
REGIST R OF WILLS USE ONLY' ��
� � <�
REGISTEPOFWILLSUSEONLT ' - _ �
DATEFILEOMMODriri � �
1�
_) 1
_j ..
OATE FILEG STAMP
F� ` rl
�1 � q
Side 1
I I��I�I II��I IIIII��I�I�III��II�I I���I I�III�I�II��I�I IIII II�I �
L 1505636403 1505618403 � �
J3505618411
REV-1500 E%
Decetlenfs Social Security NumEer
oe�eae�rsrvame. _Love, M�nonJ. _ .
_ .. . __.____ __. . .__
RECAPITULATION
1. RealEs�ate(SchetluleA�_. ......... ___... ...___. 1. 270+��0 • DO
2. Stocksandeontls(Sc�etlule0) ..__._ ........__ __...... Z. 274 .175 . 71
3. Closety Held Corporation.Partnership o�Sole-0roprietorship(Schetlule C�____. 3.
4. MotlgagesandNotesReceivable(ScheduleD)............_..___..._______.........._. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Properfy(Schedule E)..._..... 5. 214 ,086 • 89
6 Jointly Ownetl Property(Schedule F) Separele Billing Requested..__.__. 6.
]. In�er-Vivos Transfers 8 Miscellaneous NomPmbate Proper�y
(ScheduleG) . , SeparateBillingRequestetl............ 7. 770,807 -99
e. TotalGrossAsse�SQotalLinesit�roug�]) .........___ B. 1+529.070 •$9
� 9. FuneralExpensesantlAdministraliveCosts(ScheduleH�.____......................__. 9. 90,594 • 55
70. DebisotDecetlenCMorigageLiabilitiesandLiens(Schetlulel)....__.________... 10. 1.413 • 89
11. To�al 0etluctions patal Lines 9 antl 10)._.... ___... .........._ �7, 92�008 • 4 4
12 NetValueofEsta[e(LineBminusLinell).. ...._... .......... 12. 1+ 437,062 •15
13. C�arilable and Governmen[al Beques�sl5ec 9113 Tms�s b�whlch
an election�o tax has not been matle(Schetlule J)...._________.._..................... 13.
14. NetValueSubjecftoTaz(Linel2minusLinel3)........_...__.__..___.___........_ �4. 1.437.062 • 1$
. -- _... . . ._
TA%CPLCULATION-SEE INSTRIICTIONS FOR APPLICABLE RATES
15. Amaunt of Line 14 taxable
a�lhe spousal�ax ra�e,or
�rensfers untler Sec.9116
(a)(12)X.�0 15. � -0 0
ifi. AmountofLinel4taxable
aUinealratex .Oas 1.437+062 •15 16. 64 +667 • 80
1]. Amoun�ofLinet<taxable
at sibling ra[e X.12 ❑ •0 0 1]. ❑ • 0 0
iB. AmounlofLine141axable
a�collateral rate X.15 ❑ •0 0 18. 0 •0 U
i9. rnxoue . ____. ._.. . ....._.. .......__ _......... ie. 64 ,667 .80
2�. FILI IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Under penalties o�perjury,I tleuare I have examineC iM1ls reWm,indu0ln8 acmmpanYing scne0ules ano sGtemenls,anE b Ine best of my knowleCge anJ Oellel,
i�Is true,cortec�antl comple�e.Declara�ion of preparer olhe�IM1an��e Derson responsible�o�filing Ne reNm is Lasetl on all Inlorma�ion o�wM1icM1 preparer�as
any knavle0ge.
SIGN � E OF �SON ESPON51 LE FOR FlLING RET N David C.GoriTy �hTE
L� IJ� ��,u.r 3 Io ZOiS
no aEss
PO B 601 ha rsbu , PA 17201
SIGNNTUR OFPRPN ESENTATNE IVOV. OHOIII � O �OI�
ADDRE55
10 East High Street Carlisle PA
I IIIIII IIIII IIIII I�I�I IIIII IIIII IIIII IIIII II�II IIIII IIII IIII Sitle 2
L 15056184Y1 1505618411 �
REV-1500 EX Page 3 File Number 27-14-0744
Decedent's Complete Address:
DECEOENT'S NAME
Love, Mignon J. _ . __
STREETADDRESS
50 Beetem Hollow Road
CITY � STATE �,ZIP
Newville PA ' ��Z4�
Tax Payments and Credits:
1. Tax Due(Pege 2,Llne 19) (1) 64,667.80
2. Credits/Paymen(s
A. PriorPaymenis 60,000.00
B. Discount � � 3,157.89
� TotalCradts(A +B) (2) 63,157.89
3- In�erest �3) . .. __
q_ I(Line 2 is grea�er�han Line 1 +Line 3,ente�Ihe tliRerence. This is the OVERPAYMENT. (4)
Check�oz on Page 2,Line 20 to�equest a refund � -
5. If Line 1 +Llne 3 is greater�han Line 2,enter[he tliRerence. T�is is Ihe TF%�UE. (5) ��509.91
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING �UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Oid tlecetlent make a transfer antl' �es No
a. re�ain the use o�income otihe pmpetly IrensferreE .......... __ ..... U x
�
b. retain Ue right�o designate who shall use ihe pmpehy lransferretl or its mcome .._. .__ lO _zl
c. re�ainareversionaryinteresCoc.. .....__ ....... ._.. ...... x��
U
C. receive t�e promise for life af ei[her payments,benefts ar wre�._... _ . i x�.
2 If tleath ocwrretl a8er Dec. 12,'1982 tltl tlecetlen� transfer pmpeny with n one year o/ death wRhout r� I x.
receivingadequa�econsitleretion _..._. ....__. .........._ __. ..... LJ
3. Ditl tlecetlen�own an'in tmst fof or payable upon tleath bank accoun�or sewrity at his or her tleath?_..._ � I .
4. Ditl tleceden�own an intlivitlual re�iremenl account,annuity,o�other nomprobate pmperty wh ch I I
con�ainsa�eneficiarydesignation?....... _ _.___ ____. ..._,,,, x, r��
IF THE ANSWERTO ANV OF THE ABOVE pUESTION515 YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Por dates of tleaU on or after July 1 199d and before Jan. i, 1995,the tax rate imposed on Ihe nel value of transfers to or br ihe use M ihe surirving spause
is 3 percent p2 P.S.§9N6(a)(t1)(i)1
For Oates ot deatA on or afier January 1,1995.Ihe tax rale imposetl on the net value o(12nsters to or for the uu oi the surviving spouse is 0 percent
[�2P.5.§9116(a)(7.1�(li)�. ihestamteacesnolexemptal2nsfertoasurvivingspouselmmtax,andinestaNloryrequirememsPordisclosureotasselsand
fling a�ax retum are still appliwble even i!the suniving spouse is the only beneficiary.
For dates of death on or atter July 1,20�0'.
• The tax rate imposed on tne net value of Uansfere hom a deceased child Yi yearo of age or younger at death to or br the use o�a naturai parent,an
adoptive Oarenl.or a 5�eD9arenl of Ihe child is 0 percznt�]2 PS.§9116(a)(12)�.
• The tax rate imposed on the net value oi transfers to or lor ihe uu oi ihe dece0enfs lineal benefciaries Is a.5 percent,except as noleC M['/2 P.S.§911fi(a)(1)�.
. The tax rate imposed on the net value oi Iranslers to or for ihe use of Ihe tlecetleM's siblings is 12 percen�p2 P S.§9116(a)(1.3p. A sibling is defined,
untler Sedion 8102,as an in0ivitl�al who has at least one parent in common wi(h the decedent.whether by blood or adoption.
Rea1503 E%�I��'��I
SCHEDULE A
pennsylvania REAL ESTATE
oErnRrmenr ov aevEuuE
INHERITANCE TA%RETURN
RESIOENT�ECE�EM
ESTATE OF FILE NUMBER
Love Miqnon J 21-14-0744
an n.i prov.M wn.a.oi.iy or...�.n:oun common nw.<n..aoonea.e�.o-m.n.�r.m..r er merxei.awe�s oen�rea=:ine once ei wnirn v�eeny wwm ee
avnengeO�aMaenawelinpbuyerenEawllingselle[neiNelCemBcompelle4io�uVonoll oN�avmB�eawna��eknowleGpaoliM1ermeeamlacu
Reel proPoM��al le�alnlly�ownatlwitM1 riBh�al aurvrvon�ip muNEe Ela<IoaeO an ecM1atlula F.
AM1¢�e copy M�M1!�eXlemenl s�ee�I/Iha properly M1asEean¢aIC
Inclutlu copy W I�e GxC e0owing Eecetlenllln�rtee�Ilawnetl ea lenenl in<ommon.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF OEATH
7 Residence-Real estate locatetl at 50 Beetem Hollow Road,Penn Township,Cumberland 270,000.00
Counry,PA,known as Tax Parcel No. 31-12-0330-009C antl being describetl in that certain
Deed daled 10/25/1989 and being recortletl on 10/25/1989 in Cumberland County Oeetl Book
"F",Volume 34, Page 1054,antl being conveyetl to Waldemar Love antl Mignon J. Love,
husbantl antl wife. Waldemar Love died an 04/05/2014,leaving title solely vested in Mignon
J. Love, Decetlent herein. Value is sale price. See attachetl settlement sheet.
TOTAL(Also enter on Line 7, Recapitulation) 270,000.00
(It more spare ia nretleq aatlitional pages of Ine same size7
Copyrig�t(W 2012 fortn sofiware onty The Lackner Group,Ina Fortn PA-15�0 Schetlule A(Rev. 12-12)
a..nswex.�oe-�z�
SCHEDULE B
pennsylvania STOCKS & BONDS
DEPARTMFNT OFREVENOE
INHEPRFNCETAXRENRN
RESI�ENTDECE�ENT
ESTATE OF FILE NUMBER
Love Miqnon J Z�'�4-��'14
au n,00eM Immiyown.aw�m nqm o�eurvmoaniv m�:�eeai.om.aa oo smeew.F.
ITEM CUSIP VHWEATDATE
NUMBER NUMBER DESCRIPTION UNITVALUE oFOEATH
h t tt I t tA t# '� 2
-1797
� 600 CapiWla Fin Corp 25.035 15,021.00
2 7,000 shares of Goldman Sachs Group Inc 19.95 19,950.00
3 800 GoodrichPeteCorp 26.77 21,476.00
4 800 shares of Intl Fcstone lnc 26.15 20,920.00
5 580 Medley Cap Corp 25.43 �4.�69�4Q
Accrued income on Item 5 through tlate of death 258.28
6 1.050 shares of Morgan Stanley 20.25000 21.262.50
7 800 shares af Triangle Cap Corp 25.725 20,580.00
g 8,000 Citizens Utils Co Del 97.5 7,800.00
Accruetl income on Item e through date of dealh 2�8.�3
g Y0,000 Lancaster Cnty PA Hosp Au[h RE 98.201 19,64010
Accrued income on Item 9 through date o(tleath 276.fi7
70 5,000 South Fork Mun Auth PA Hosp RE 111.316 5.565.80
Accrued income on Item 70 through date of death �22.5�
ann y M t me S tt LLC IRA Account#4382-4580
Total of Continuatian Schetlule See attacnea page
TOTAL(Also enter on Line 2, Recapitulation) 2�4���5.��
pi mo�a soace is�eeaea,aaa�no�ei aaees or me same si�e>
CopYright(c)2012(o�m software only The Lackne�Group,Ina Fortn PA-0500 Schetlule B(Rev.08-12)
Rev t50J EYr108-0]�
SCHEDULE B
pennsylvania STOCKS & BONDS
OEPPRTMENT OFREVENl1E
INHERITANLE TM PEiVRN continued
RE51oENT�ECEOENi
ESTATE OF FIIE NUMBER
Love Mignon J 21-14-U744
ITEM WSIP � VAWEATDATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OFDEATH
71 100 shares of Ativanced Micm Devices Inc. 106.875 10,687.50
Accrued dividend on Item 11 through date of tleath ', 297.08
12 650 shares of Morgan Stanley 2025 �', 13,162.50
13 1,036.017 shares of Vanguartl/Wellington FD Inc. 69.2099987 71.702.32
i4 10,000 shares of Exco Resources Inc 1035 �� 70,350.00
Accrued dividentl on Item 14 through tlate of death �I� 195.83
TOTAL�Also enter on Line 2, Recapitulation� 274,775.71
Copyright(c)2012 Porm software only The Lackner Gmup,Inc Fortn PAd500 Schedule B(Rev.0842)
qa.nsoa ex.loe tz�
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
oeanRtmen.oFacveNue pERSONAL PROPERTY
INHERITANCE TM REiURN
RESIOEMOECE�FNT
ESTATE OF FILE NUMBER
Love Miqnon J Z�-�4-0�44
ma�ae me pr�ea:oi un�eo�aoa ina aaie ina ao�eaas.arere�e��aa ey�ne e:ia�e.
an prooeny�mmiyowo.awnn ine ne��oi.om.e,.n��p m�:i ee m.ao.oa o�.m.ew.r.
ITEM VALUE AT�ATE
NUMBER DESCRIPTION OFOE4TH
1 Janney Montgomery Scott LLC Investmen[Account#5332-7797-Cash account,see attache 2.172.37
2 Janney Montgomery Scott LLC IRA Account iW382�580-Cash account,see attached 949.27
3 Department of Veterans Affairs-One month of death benefit 1.423.40
4 M8T Bank Pre-death Checking Account#1344471 -Dare of tleath value,see vattached 164,147A'I
Accrued interest on Itam 4 through date of death ��59
5 Martin's Auction Service LLC-Proceetls fram sale of personal property of Waldemar 8 3.209.50
Mignon Love
6 Martin's Auction Service LLC-Proceetls from sale of personal property o(Mignon Love 1.552.50
7 Martin's Auction Service LLC -Proceeds from the sale of 7928 Ford Model A 70,600.00
8 Martin's Auction Service LLC-Proceeds from the sale of 2003 Toyofa Camry 8,400.00
9 Orrslown Bank Pre-death Checking Account#103007439-Date of death value,see attachetl 733.77
10 PSECU Pre-tleath Checking Account#687240861787854-Oate of death value,see attachetl 775.32
Accrued interest on Item 10 through date of tleath 0.08
17 PSECU Pre-death Savings Account#687240861787851 -Date of death value,see attached 15,854.64
Accrued interest on Item 77 through tlate of death �13
12 SWte Employee's RetirementSystem -Automatic tlirect depositinto PSECU Pre-tleath 303.69
Savings Account It687240867787857,depositetl aker date of death
Tolal of Continuation Schetlule See attachetl page
TOTAL(Also enter on Line 5, Recapitulationl 214.U86.89
(If more space Is neMetl,a0tll�ional paqes of I�e same size)
Copyrigh�(c)2012 form sokware onty The Lackne�Group, Ina Fortn PA-0500 Sc�etlule E(Rev.08-12)
n<.nsoe ex.ioenz�
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
oEaaarmExroraeveHUE {1ERSONAL PROPERTY
INH[RITPNCE iP%RETURN
aEsioervr oeceoEHr continued
ESTATE OF FILE NUMBER
Love Mignon J. 21-14-0744
ITEM VALUE AT DATE
NUMBER �ESCRIPTION OF OEATH
13 State Employee's RetirementSystem -Automatic direct deposit into PSECU Pre-death 303.69
Savin9s Account#68724086t7878-51,dapositetl after date of death
14 Toyota Economic Loss Settlement-Class action 29.86
15 Martin's Auction Service LLC -Refuntl of prepaid Auction Expense for Advertising of Sale Z.000.00
i6 Sta[e Farm -Homeowners insurance policy,refuntl <�2.26
17 Tax proralion-Adjustments for itams paitl by seller in advance,school taxes 02/04/75- 7,618.21
07/01115,reimbursed at real estate settlement
TOTAL(Also enter on Line 5, Recapitulation) 214.086.89
Copyright(c)2072 fortn soffware only The Lackner Gmup, Ina Form PA-1500 Schetlule E(Rev. OB-12)
flvv-0610EX��OBL9�
SCHEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
oePnA�MeNroraeveHue MISC. NON-PROBATE PROPERTY
NHERITPNCE iA%NtiURN
aEsioErvr oeceoerv*
ESTATE OF FILE NUMBER
Love Mignon J Z�-�4-��44
rm::mea�a m�.i ee�mo��aa am maa n ine ao.v,ar io a�y oi q�e.�ao:i mro�e�a o�paea�n,�oima aev isoo is ye.
ITEM DESCRIPTION OF PROPERTY pATE OF DEATH v.ov oeco�s ExcwsioN TAXABLE
NUMBER TryEL0ATE0FTRANSFERSATTACHACOPYEOFiHE�EE�FORREAL�EStAE. VAWEOFASSET INTERESi (IFpGPLICA9LE� VALUE
B�'r M T tG -M' I T tA t
#2010000043
1 4,256.944 shares of Alpha Fd CI I 57,410.57 100.000% 57,410.57
2 1,744.788sharesofCapitallncomeBltlrinc 70,186.95 100.000% 70,186.95
3 200 shares of Colgate Palmolive Co 13,836.00 100.000% �3.836.00
4 300 shares of Conocophillips 25.336.50 100.000% 25,336.50
5 600 shares af Exxon Mobil Corp 61,356.00 100.000% 61,356.00
6 2,835.066 shares of Fidelity Mun Tr 30,391.97 700.000% 30,391.91
Accrued dividentl on Item fi lhrough date of death 26.73 100.000% Z8.73
7 fi,600.067 shares of Fitleliry Tax Free PA PoMolio 73.590.75 100.000% 73,590.75
Accruetl tlivitlend on Item 7 through date af tleath 730.92 700.000% �30.92
8 7,000 shares of Goldman Sachs Group Inc 19.950.00 100.000% 19.950.00
9 1,000 shares o(Goltlman Sachs Group Inc 20.360.00 '100.000% 20.360.00
70 'I,500 shares of Hercules Tech Gmwth Cap Inc 23.557.50 100.000% 23,557.50
17 1,200 shares of Intl Fcstone Inc 37,180.00 700.000% 31.380.00
72 1,000 shares of Morgan Stanley 20,250.00 100.000% 20.250.00
13 1,350 shares of New York Cmnry Bancorp Inc 21,357.00 100.000% 2'1,357.00
TOWI of Continuation Schetlule ee attached page
TOTAL�Also enler on Line 7, Recao�tulatioN 770,807.99
(�t more space Is neeGeG,enel�lonal pages ol ine seme slze)
Copyright(c)2009 form software only The Lackner Group,Inc Portn PAd500 Schedule G(Rev.OB-09�
Rev-1S0 E%�(0!-0B�
SCFIEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
OEPPRIMEM OF 0.EVENUE
,„„ER„A„�E.�RE,�R� MISC. NON-PROBATE PROPERTY
aesioervl oECEOEr�r continued
ESTATE OF FILE NUMBER
Love Mignon J 21-14-U744
ITEM DESCRIPTION OF PROPERTY DATE OF�EATH °.e or oecos ¢xcwsioN TA%ABLE
NUMBER nc�uoexunEOF*RnHsrcaE� mciRaEurioe�swarooEcroFurnr�o iHrEaEsr �iFaaa�icae�e; VALUE
inEonrEOFlnarvsF[a. nrrncHncoavorrHEOEEOFoaaEa�esrnie VALUEOFASSET
14 190 shares of Pepsico Inc 77,006.90 100.000% 17.006.90
Accruetl tlividend on Item 74 through date of tleath 124.45 700.000% 124.45
�5 400 shares of Procter 8 Gamble Co 32,074.00 100.000% 32,074.00
16 400 shares of Seadrill Limited 15,822.00 100.000% 15,622.00
17 400 shares of Triangle Cap Corp 70,030.00 100.000% 70,030.00
18 500 shares of Ubs A9 Jersey Brh 21,540.00 100.000% 21,540.00
79 3,618.207 shares ot Vanguard Fixed Income Secs Fd 36,895.73 100.000% 38.895.73
Accrued tlivitlend on Item 19 through date of death 41.52 100.000% 47.52
20 6,253.819 shares of Vanguard PA Tax Free Fd 71.856.38 100.000% 71,856.38
Accrued dividend on Item 20lhrough tlate o(death 744.86 100.000% iG4.86
21 200 shares of Vanguard Worltl Fds 22.047.00 100.000% 22.047.00
22 700 shares of Verizon Communications Inc 34,677.00 100.000% 34,671.00
23 350 shares of Zurich Ins Group Lttl 10,447.50 100.000% 10.447.50
24 Cashaccount 26,983.82 100.000% 26,983.82
TOTAL(Alsa enter on Line 7, Recapitulation) 770,807.99
Copyright(c)2009 fortn software onty The Lackner Group, Ina Porzn PA-1500 Schedule G(Rev. OB-09)
p�151E%.,��," SCHEDULE N
pennsylvania
oEvnarMErvroFReveuuE FUNERAL EXPENSES AND
'""`R'T""`E'"'a"�a" qDMINISTRATIVE COSTS
ESTATE OF FILE Nl1MBER
Love Mignon J 21-74-0744
DecetlenYs debts must be reported on Schetlule I.
ITEM DESCRIPTION AMOUNT
q, FLINERAL EXPENSES:
See Continuatlon SChetlule�s) attaChed 5,398.31
B. ADMINISTRATIVE COSTS:
1. Pe�sonalRepresentative'sCommissions
Name of Personal Represen�ative�s)
F8M Trust
SveetAtltlress PO Box 6010
C�ry Chambersburg Stare PA Z�o 17201
Year(s)Commission Paid 29,998.00
y. nnorney's Fees Martson Law Offices 30,350.00
3, Famity Exemptiort Qf tlecetlenPs atltlress is no��he same as claimanfs,attach explanation)
Claimant
SVeetAtltlress
Ciry Stale Zio
Relalionshio o/Claimant to Decedent
4. Proba�e Fees 730.50
5. AccountanfsFees
6. Tax ReNm Preparer's Fees
7. OtherAtlministrative Cos[s ZQ'���'�4
See continuation schedule(s) atWched
TOTAL(Also enler on line 9, Recapitulation) 90,594.55
Copyrighl(c)2013(orm soltware only The Lackner Group, Ina Form PA-1500 Schetlule H(Rev.08-13)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Love Mignon J 21-14-0744
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Ex en nses
7 Richartl M. Seecof-Reimbursement for funeral expenses paitl to Fogelsanger-Bricker 4.129.50
Funeral Home,Inc.
2 Tracy A.Groqan -Reimbursement for the luncheon heltl after the funeral service at Harpers 1.268.81
Tavern
H-A 5,398.31
Other Administrative Goats
3 ATBT-AutomaticpaymentfromPSECUPre-0eathCheckingAccountN6872408677878-56, 57.00
pending tlisposition of real esWte
4 AT6T-Automatic paymenttrom PSECU Pre-death Checking Account It6872408617878-54, 49.29
pending disposition of real estate
5 ATBT-Telephone bill from August 201410 December e,2014; pending tlisposition o(real 164.77
esWte
6 CBC Innovis, Inc. -Flood ceRification for decedenPs residence, pending tlisposition of real 10.00
estate
7 CenturyLink-Automatic payment from PSECU Pre-death Checking Account 14321
#6872408677878-54,pentling tlisposilion of real estate
8 CenturyLink-AutomaticpaymentfromPSECUPre-deathCheckingAccount 67.43
#6872408617878-54,pentling disposition of real estate
9 CumbedantlCounTyRecorderolDeetls-RealesWletransfertaxes, paidatrealestate 2,700.00
settlemenl
Copyright(c)2002 form soflware only The Lackner Group, Ina Form PA-1500 Schetlule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Love Mignon J. 21-14-U744
ITEM
NUMBEF DESCRIPTION AMOUNT
10 Davitl C.Goriry-Reimbursement(or 6oxes antl shipping expense for photos,etc.sent to 44.33
Richartl M.Seecof
11 F6M Trust-5%monthly fee for income 0.14
12 F&M Trust-5%monthly fee for income 0.04
13 F8M Trust-5%monlhly(ee for income 0.05
ib fBMTrust-5%monthlyfeetorincome 0.05
15 F&MTrust-5%monthlyfeeforincome 0.06
76 F8M Trust-5%monthly fee for income 0.06
17 Larry E. Foote-Resitlential appraisal fee 375.00
78 Legaladvertising-CumberlandLawJournal 75.00
19 Legal ativertising-The Sentinel 201.16
20 M8T Bank-Cost for lost safe tleposit box key 25.00
21 Mable G.Stitt,Tax Collector-2014 Big Spring School District taxes 4.018.00
22 Mable G.Stitt,Tax Collector-Fee to obW in copies of paid Wx notices for 20�3/2014 counly 70.00
antl school taaes
23 Mable G.Stitt,Tax Collector-Tax certification fee, used for real estate settlement 5.00
24 MaAin's Auction Service LLC-Prepaid auction expense for Ativertising ot Sale Z.000.00
25 Martin's Auction Service LLC -Toilet rental(or auction tlay for Waldemar 8 Mignon Lave 39.00
Copyright(c)2002 iorm soflware only The Lackner Group, Inn Fortn PA-1500$chedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Love Mignon J 21-14-0741
ITEM
NUMeER DESCRIPTION AMOUNT
26 Martin's Auctlon Service LLC-72 hours of sale preparation antl toilet rental for auction day 149.00
forMignon Love
27 Martin's Auction Service LLC-Ativertising of personal property sale of Waldemar 8 Mignon 519.65
Love
28 Martin's Auction Service LLC -Ativertising of personal property sale of Mignon Love 384.09
29 Martin's Auction Service LLC-Commission on sale of personal property of Waldemar 6 1.104.76
Mignon Love
30 Martin's Auction Service LLC -Commission on sale of personal property of Mignon Love 79620
31 Martin's Auction Service LLC-Real Estate Commission, paid at settlement 5.400.00
32 Martin's Auction Service LLC-Ativertising cosls, paid at settlement �.396.00
33 PPL-ElectriciN.Pendin9 tlisposition of real estate 13074
34 PPL-Electricity bill,pentling tlisposition of real estate �4.�z
35 PPL-ElectriciTy, pending disposition of real estate 109.W
36 PPL-Elec[ricity, pending disposition of real estate 107.03
37 PPL-Electricity, pentling disposition of real estate ��s.�<
38 PPL-Electricity, pending disposition of real esWle 774.59
�9 PPL-Eleclriciry, pending disposition of real estate 327.40
40 R.A.T.T. Inc.-Generel pest control services,pending tlisposition of real estate 114.48
Copyright(c)2002 form software only The Lackner Gmup,Ina Fortn PA-1504 Schetlule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Love Mignon J. 21-14-0744
ITEM
NUMBER DESCRIPTION AMOUNT
41 R.A.T.T. Inc.-General pest control services, pending disposition of real estate 114.48
42 RegisterofWills-Shortcertificales(qTy=2) 70.OU
43 Shannon McGuire-Lawn care service for 713/74-8/31/14,pending disposition of real esWte 424.00
44 Shannon MCGuire-Lawn care service tar 9/9/74-9/29H4,pending disposition of real esWte 759.00
45 ShreGding Solutions-Fees to shred 5 bozes of personal paperwork from house 25.00
46 SouthamptonTownship-Trashservice7/1/14-12/37/14,pentlingdispositionofrealestate 94.18
47 State Employee's Retirement System -Return of overpaid amount for periotl of 06/20/14 415.04
-07/30/14
48 SGte Fartn -Homeowner's insurance,pending tlisposilion o(real estate 970.00
49 State Farm Insuranca Companies-Auto insurence premium(or 2003 Toyota Camry, pending 235.45
disposition of vehicle
50 Tax proration-Atljustments for items unpaitl by Seller, County(Twp.taxes 01/01/15-02/O4/75, 68.23
paitl at real estate settlemen[
51 Tina K.Stum-House cleaning services for 06/27/14,07/03114 and 07/25/74, pending 360.00
disposition of real esWte
52 Tina K. Stum -House cleaning services and removal of clothing from decetlenYs residence, 360.00
pentling tlisposition of real esWte
H-B7 24,11774
Copyright(c)2002 form soflware only The Lackner Group,Inc Form PA-1500 Schedule H(Rev.6-98)
Pav.164 E%�(4131
SCHEDULE I
pennsylvania DEBTS OF DECEDENT,
oeananneHrareevENUE MORTGAGE LIABILITIES AND LIENS
INHERITANCE TA%REiUPN
RESIpENT oECE�ENT
ESTATE OF FILE NUMBER
Love Miqnon J 27-14-0744
a.c�n a.m.m��n.a eym.e.�ea.m ano.m aa.m�n.i r.m.m.a��a.�a.�ma a:u m e.nn.moma��q��reime�oaem.am.i..veoaas.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OFDEATH
1 AT&T-Automatic paymentfrom PSECU Pre-death Checking Account N6872408617876-54, 61.37
account payable
2 CenturyLink-Automatic payment from PSECU Pre-0eath Checking Account 14327
#fi872408617878-S4,accountpayable
3 Chase-AutomaticpaymentfromPSECUPre-deathCheckingAccountp6872408617878-54, 432.91
account payable
4 Chase-Automaticpayment(romPSECUPre-tleathCheckingAccount#6872408617878-54, 23.62
account payable
5 Oiscover-Automatic paymentfrom PSECU Pre-death Checking Account#6872408617878- 516.46
S4,account payable
6 PPL-AutomaticpaymentfromPSECUPre-0eathCheckingAccountX6872408617878-54, 152.52
account payable
7 PSECU Visa Loan-Automatic trans(erto PSECU Visa Loan from PSECU Pre-tleath Checking 83.74
Account#6872408617878-S4,accounlpayable
TOTAL(Also enter on Line 10, Recapitulation) 1,473.89
Qt more space is neeCe4 atlaltional pages oi iM1e same size)
Copyrigh�(c)2012 form saf�ware only The Lackne�Group, Ina Porm PA-0500 Schetlule I(Rev. 1242)
RE0.15ll EX��%A0)
pennsylvania SCHEDULE J
oEvnRrmeH*oraEVEHUE
����Ea�,AH�E,�.RE��a� BENEFICIARIES
Rcs oervl oecEOENr
ESTATE OF FILE NUMBER
Love, MI non J. 21-14-0744
NAME AND ADORESS OF REL4TIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSONISIRECEIVINGPROPERTY DECEDENT (yyortls) (SE$)
TAXABLEDISTRIBUTIONS �includeoutrightspousal
I• tlisVibutions,and��ansfers
under Sec.9116 a 12
1 Olivia M. Seecof Granddaughter 18.33%share of 747,314.75
123 Windswept Drive Sch G assets
Latrobe, PA 15650
2 TrecyA.Grogan �aughter 15%shareotSch 737,705.96
105 Roberta Drive G assets, and
Munhall, PA 15120 one-[hird share
ofresidue
3 Sharon K. Merrick Daughter 15% share of Sch 3�7,705.96
8504 Crossley Place G assets,and
Alexandria,VA 22308 one-third share
of resitlue
4 Ellen M.Schill Grandtlaughter 78.33% share oF 141,374.76
18 North Taylor Avenue,Apt 3N Sch G assets
Saint Louis,MO 63708
5 Richard M. Seecof Son 15% share ofSch 337,705.96
72S Windswept Drive G assets,antl
Latrobe, PA 75650 one-third share
of resitlue
Seecontinuationscheduleattached Continuation 147,314.76
TOtal �,437,062.15
Enler tlollar amoun�s tor tlisiribu�ions s�own above on lines 15 ihrou h 18 on Rev 1500 cove�sheel,as a m riate.
NON-TAXABLE DISTRIBUTIONS�.
II. A.SPOUSPL�ISTRIBl1T10N5 UN�ER SECTION 9113 FOR WHICH AN ELECTION TO TA%IS NOT TAKEN
6.CHARITHBLE AND GOVERNMENTAL OISTRIBUTONS
TOTAL OF PART II-ENTER TOTAI NON-TAXABLE DISTRIBUTIONS ON LINE 130F REV-1500 COVER SHEET
Copyrighl(c)2010(orm sotlware only The Lackner Group.Inn Fartn PA-1500 Schetlule J(Rev.01-10)
SCHEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Mignon J. Love 0611912014 127-22-9021
Item Name and Address of Person�s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Wortls) ($S$)
6 Tyler B.Seecof Grentlson 18.33% share of Sch G 141,314.76
1006 South 22nd Street assets
Philatlelphia, PA 19146
Total �<�.3�a.7s
7
i
�
C� Op � �
LAST NILL A,�'D TEST�MENT I
OF
� �tIGNON J. LOVE
L MIGVON J. LOVE, domiciled and resident at �0 Beetem Hollow Road,
Ne�wille, Cumberland County, Commonweal[h of Pennsylvania, declare [ha[ [his
document is my Will and revoke all my previous Wills and Codicils.
1.
IDF.Nl'IFICATIONS AND DEFINIT[ONS
I am married [o Waldemar L Love. We were both formedy marzied and have
chi�dcen to our fb�mer marriage. f have fow chiidren to a foemer marriage: Sharon K.
Merrick, Tracy A. Grogan, Richard M. Seecof and Brad W. Seecof I am leaving my son
[3rad nuthing. He knows the reason why as dues my attomey. Because of this only my
two daughters Sharon and Tracy and my one son Richard are referred to in the Will as
"my childred'. Also Brad shall no[ be conside�ed my issue foc any part of this Will.
II.
PAYb1ENT OF EXPENSES, DEBTS, AND TAXES
� 1 direct my Executor to pay medical, fune�al, 2nd administrative espenses nnd all
tases puy�ble by reason of my death, before:u�y division of my estate. My Executor shall
not attempt ro have any paR of such taces apportioned among the recipients of property
` includible in determining the amount of such taxes. Proceeds on insurance an my life up
� to the maximum allowabte as an axemption from Pennsylvania lnhe�itance Tax and
distributions from pension and profit sharing plans exempt from federal estate tax, all of
� which u�e payable to my Tmstee oc any be�eticiary (other than my estate), shall no[ be
used to pay dzbts, taxes, expenses of administration or other charges against my estates.
I[I.
SPOUSE SURVNING
My husband has his own esta[e and shall live with comfor[ s'hould I predecease
him. "Chus I leave him nothing.
If my husb�nd survives or does not survive me, 1 dispose of my property as
follo�cs:
Taneible Personal Property: I give my tangible personal property in
equal shares to my children who survive me, to be divided amung
them as they (or [heir Guardians, in the case oFmino� children) shall
a�ree; if they fail to reach agreement within sixty (60) days of my
death, this tangible personal property shall be divided among my
children as my Executor detertnines appropriate, in shares of
substuntially equal value. I recommend, but do not require, th¢t all
such items of tangibfe personalty be appraised and that the children
(or their Guacdians in the case of minor children) select in ro[ation
items at the appraised value, the order of choice to be deteanined by
fot. If any child is a minor a[ the time of such division, my Executoc
may distribute his/her share of tarigible personal propeRy to him/her
for his/her use or tbr his/her use m his/her Uuardian in any
combination of items, oc to both, without further responsibility, and
the dis[ributee's receipt shall be sufficient discharge to my Executor.
Residue: I give all o[her property which I own or over which I
hm�e a testamentary power of appointment, to and for the benefit of
my issue whu sun�ive me, as follows:
To each who has attained the age of twenty-five (25) years, the
shure which heishe would take if�ll such property then were being
distributed [u my issue who survive me,per stirpes.
l 'i'o my Trustee hereinafter named, the balance of such property,
3 to be held, ndministered and distributed as provided in the article of
��� this Nill entitled TRUST FOR ISSUE.
IV.
iRUST FOR ISSUE
"ihis [mst is cstablished For [he benefit of my issue from [ime [o [ime living who
have not altained [he age of Iwenty-five (35) years and who do no[ have a paren[ who
received either a part of the residue at my death under Article IV or a portion of the
� corpus of this [rus[ subsequently at age twenty-five (?5) yeazs.
Income: "Che ne[ income shall be accumula[ed and [hereafter trea[ed
�s corpus.
Comus: Prom the corpus of the trust, the Trustee shall pay from
time to time or for the benefit of such one or more beceficiaries such
variable amoun[s (even [o Ihe eshaus[ion of the Irus[) as are
appropriate, in the discretion of the Tmstee, for support and care
whece the beneficiazy is not self-supportiug through no fault of his
own, for education (defined as four years of college, or equivalent
proparntion in business, technical or [rade training, and any
professional or other degree programs) if the beneficiary s[rives
therefore in good faith, and for estraordinary requirements
occasioned by illness or other misfortune. Amounts of corpus so
distribuced shall not be taken into account in making division af the
vust when a beneticiary attains the age for distribution to him
provided in the next four pazagraphs. It is my expectation and
in[ention that if guardians of the person are appointed for a minor
child, the 'Crustee will exercise [he faregoing power in ordec to
supply funds to the guardians adequate [o maintain and suppor[ the
minor child and to protect the guardians, to the extent possible, from
suffering any significant tinancial burden by reason of Iheir I
appointment.
When each beneficiary attains the age of[wenry-five (25) years,
Ihe Trustee shall pay to him the shace to which he would be entitled
if the Ihen exis[ing trust fund were distributed to my issue then
living, per sticpes, on [he hypothesis Ihat my only issue then living
are such beneticiary and all younger beneficiaries of this Tnist.
This trus[ shall terminate when [he youngest beneficiary attains
the age of Iwenty-tive (25) yeacs. !f this las[ beneficiary dies before
attaining that age, then upon his death Trustee shall distribute the
fund to �ny issue, then living, per s[irpes.
If, at [he end of my accounting period, the current ma�ket value
of the corpus of the trust does not exceed Twenty-Five thousand
($25,000.00) doltars, the corpus shall forthwith be paid to the
beneticiacies of the trust then living, pe� stiepes (my children [o be
die stocks); provided that if a dist�ibutee is a minor undec the
� 2evised Unifbrm Gifts to Minors Act as tha[ Act exists a[ the
execution of this Will and, for the purpose, that Act is incorporated
by reference.
If this trust is still in existence on the date that is twenty-one
(21) years after the death of the last to die of my issue living ot my
death, Tr�stee shall divide the fund, per stirpes, among the then
benefieiaries of[he trus[ (my ehildcen to be [he srocks). The share
of e¢ch beneticiary shall be paid to him, provided the Trustee shall
hold, administer the share of any distributee who then is a minor as
� Cusrodian in aecordance with the provision in the last p�eceding
paragraph.
V.
FIDUGARIES
8xccutor. I nomirm[e and appoint my husband Waldemer as Exew[or of[his Will
ro serve without bond. If he does not survive me, declines to act, or having quali6ed,
resiyns, dies, or is removed, I nominate my son Richard M. Seecof to serve as sole
Executor to serve withou[ bond.
Trustee: I nominate Community Barilcs as Trustee. My Trustee shall not be
required to tile �n inventory or accountings with the Clerk or Hie Court having
jurisdiction ovcr this Will.
Powers: I give my fidueiazies, including successor fidueiaries, all Ihe powers
contained in Chapte� 71 of the Pennsytvania Probate, Estates and Fiduciaries Code at the
time of the execution of Ihis W iil, and those powers are incorporated by reference.
�
I
vt.
� M[SCELLANEOUS
r
Siwival Detined: No person shall be deemed to have survived me or to be living
at my death if he/she shall die within thirty (30) days after my death.
Marital residence and household goods: My husband and 1 o�m a house and
household goods in both our names. It is our joint specitic intention tha[ upon my death
he shall have the use of the home and ourjoint goods for as long as he needs to use them.
lf he passes or f pass then the house and the joint property shall be sold and distributed
equally to our respective estates, that is one half to my estate and one half [o my
husband's estate. "Chis provision of our wills shall be considered a joint agreemen[ and
may be enforced by each othec's estates.
Issue Dehned: The term issue means all my lineal descendants, immediate and
remote, living on the date the persons who comprise that class must be ascenained.
When disVibution is to issue, per stirpes, distribu[ion shall be by right of representatiuq
my children to be the stocks.
Aduption: Where a person has been adopted prior to attaining [he age of eighteen
(18) years, such person shall be treated for alI purposes of this Will as the natural child of
the adopting parents.
In testimony of which ! now sign this Wiil, in the presence of witnesses whose
names will appear below, and request that they wi[ness my signature and attest to the
execution of this Will, this 29'" day of March, 2005 at 1237 Holly Pike, Corlisle,
Cumberland County, Pene�sylvania.
� �� VL�� �>�,l7�2
MIGN J. LOV
II
i
�
MIGNON J. LOVE, in our presence, signed [his ins[rument Before she signed i[,
she declared [o us tha[ i[ was her Will and requested tha[ we ac[ as witnesses to its
zxecution. We believe he� to be of sound mind, possessing testamentary capncity, and not
subject to undue inFluence, fraud, or coeroion. We now, io her presence, and in the
presence f each other, sign below as witnesses, all on this 29'h day of March, 2005, at
1337 y Pike, Cadis�Cumbedand County, Pe�nsylvania.
/
�
C� � � � - residing at 1237 Holly Pike, Carlisle, PA U013
y�n
�� ��-�r�. '�'� �� ,C-L.-�a ^�-t^/' esiding at 34 Summerfiefd Drive. Carlisle, PA 17013
COMMONWEALTHOFPENNSYLVANIA .
ss
COUNTY OF CUMBERLAND .
We, Juseph D. Buckiey and Cheryi C. Bennecoff, the witnesses whose names are
signed to the foregoing ins[rument, being duly qualified according to law, do depose and
suy that we were present and saw Testator sign and execate the instrument as her Last
Wi1L that she signed willingly and for the purposes therein espressed; that each of us in
the hearing and sight of the Testator signed the Will as witnesses; :u�d tha[ to the best of
our knowledge the Testator was at Ihat time eigk�teen Q 8) or more years of age, of sound
mind, and under no constraint or undue influence.
Sworn or aftirmed to and subscribed to before me by Joseph D. Buckley and
Cheryl L. Bennecoff, witnesses, [his 29'h day of March, ?005.
%� � /
� �
�
� �✓ . , � ./' ��1� �'� "' �/'LjY�
�
� ` '��
Votazy Pul� ic NOTAain�SEA�
HAREN KAV BUGKLEv;umb�edeM'r�I
�oWh�NiddlelOwn �I
� '!y Oomm:.eion � .�� s Jine 23,�(�`
� AbIENDMENT TO TROST AGREEMENT
DATED OCTOBER 29, 1980
THIS A�IENDMENT is made for the purposes of amending that Trust
Agreement dated October 29, 1980 behvicen Mignon J. Seecof, now Mienon J. Loce
(hereinafrer called "Settlor"), and The Bryn Mawr Trust Company, ("Tmstee").
WI-IEREAS, the Settlor entered into a Trust Agrecment dated October 29, 1980 with ihe
Communiry Banks,N.A., fortnerly Upper Dauphin Nationa] Bank as the then Trustee;
and
WHEREAS, the Settlor and her former trustee have supplemented and amended the said
Trust Agreement by documents dated December 27, 1984,November 21, 1985, June 16,
1986, July 15, 1992, December 9, 1994, lune 4, 1998, and 26 April,2005; and
WHEREAS, on Seprembe� 28, 2007, Settlor, her former Vustee and her current trustee,
Orrstown Bank, agreed Ihat Orrstown Bank would replace Community Banks,N.A.,
formerly Upper Dauphin National Ba�k as Settlor's trustee under the terms of the trust
agreement and its amendme�ts; and
WHEREAS, the Settlor and her trustee have supplemented and amended the said 7rust
Agreement by documents dated January 4, 2011; and
V✓HEREAS, Settlor desires to make certain additional changes to said Trust Agreement
including the naming of a new trustee, replacing Orrsiowm Bank with The Bryn Mawr
Tmst Company,
NOW, 7'HEREFORE, the parties, intending to be legally bound hereby agree as follows:
1. That all Supplements and Amendments, prior to the date of this Amendme�t,
including the September 28, 2007 amendment which substimted the former
trustce witli the Orrstown Bank as Trustee, are declaced null and void.
2. That Paragraph IX of the Tmst Agreement dated Ocrober 29, 198Q shall be
amended as fotlows:
A To pay to the Settlor, the income and as much of the principal as is
requested in writine by the Settloc In the event of Settlor's disability
as dztermined by her treating physician, Settlor's power of attorney
(either her husband, Waldemar J. Love or in case of his inability, her
son, Richard M. Seeco� shall pay the income and as much of the
principal as is deemed necessary by Setdor's husband and/or Settlor's
son for Settlor's care and maintenance.
B. Upon the death of the Settlor, then the balaoce of the Tmst corpus
shall be distributed as follows:
i. 15% of the remaining balance to her daughter, Tracey A.
Grogan; provided however, that should she predeceasc Scttlor
then her share shall be distributed equally to Settlor's
granddaughters Olivia M. Seecof and Ellen C. Meaick.
ii. 15% of the remaining balance [o Richard M. Seecof; provided
however, that should he predecease Settlor then his share shall
be distributed to Settlor's gtanddaughter Olivia M. Seecof.
iii. 15% of the remaining balance to Sharon K. Merrick; provided
however, that should she predecease Settlor then her shaze shall
be distributed to Settlor's granddaughter Ellen G Merrick.
iv. 1833% of the remaining balance to Settlor's granddaughter
EIIen C. Merricic, provided howeve�, that should she
p�edecease Settlo� then he� share shall be distributed equally to
2
- Settlor's grandchildren Olivia M. Seecof and Tyler B. Seecof
or to the survivor.
v. t833% of the remaining balance to Settlo�'s gra�dda�ghter
Olivia M. Seecof, provided however, that should she
predecease SetUor [hen he� shaze shall be equally dist�ibuted to
Settlor's grandchildren Clleu C. Merrick and Tyler D. Seecof
or to lhe survivoc.
vi. 1834% of the remaining balance to Settlor's grandson Tyler B.
Seecof; p�ovided however, that should she predecease Settloc
then her share shall be equally distributed to Settlor's
grandchildren Ellen C. Mer�ick and Olivia M.. Seeeof or to Ihe
survivor.
C. [n the event that a shace under this Parag�aph IX. lapses, then such
lapsed share shall be allocated pro-rata among Ihe remaining shares
under the above subparagraph B, sectio�s i. though vi.
3. Pursuant to Paragraph V III of the Trust Agreement, Settloi hereby appoi�ts
The Bryn Mawr Tmst Company as Trustee of]0 S. Bryn Mawr Avenue, Bryn
Mawr, PA 19010, as successor tmstee of the trust.
4. The current trustee, Orrstowm Bank shall wi[hin [hiRy (30)days transfer all
assets of the tmst, in their present former over to The Bryn Mawr Trust and
Susan W. O'Donnell, Esquire, its senior vice-president and vust advisor.
5. I�� addition to the powers and duties of the trustee as set forth in Patagraph I of
the 7'mst Agceement, the suecessor trustee, The Bryn Mawi Trust Company
shall have the following additional powers and du[ies:
I. Delegation by a Trustcc: Any tmstee may, from time to time, delegate
to anyone by written instrument any or all of such trustee's powers
(except those, if any, not exercisable by such delegating trastee). Such
delegation may be temporary oc pecmanent, and if temporary, may be
3
foc any period of[ime or un[il thc occur�ence of any event specified by
[he detega[ing tmstec. A�y person dealing in good faith with any
trustee may cely without inquiry upon the[rustee's certifieation with
respect to any delegation.
Such delegating tmstee thereaftec (i) shall have no authority, responsibility
or liability with respect to trust investments or reinvestments, (ii) shall not be
deemed an expert in investments for purposes of this trust, and (iii) shall not be
liable for any act or omission of an Agent or of an individual trustee, if anv is
serving, with cespect to investments. My trustee shall have the authociry to pay to
such Agents reasonable compensation and their expenses out of my estate, any
trust or any fund held hereunder to which such compensa[ion is attributable.
J. Additional Provisions with The Bryn Mawr Trust Company as
Trustee: When [he Bryn Mawr Trust Company is called upon to act as
Trustee or Co-Tmstee, the following additional provisions shall apply to
the extent that such provisions are in accordance with Pennsylvania's
Probate, Estates and Fiduciaries' Code and other Pennsylvania law.
K. Dealings with Janney Montgomery Scott LLC and Af£liated Broker-
Dealers. WUenever, under the terms of this Trust Agreement or in the
adminis[ration of the Trust, The Bryn Mawr Tmst Company is afforded
the right to exercise its discretioq The Bryn Mawr Trust Company as
Tmstee or Co-Tmscee is authorized to engage the services of a broker-
dealer, incWding Janney Montgomery Scott LLC or other broker-dealer
entity affiliated with Janney Montgomery Scott LLC ("Affiliated IIroker
Dealer"). The Bryn Maw�Trust Company also is autho�ized to employ,
and to delegate any of its powes-which under state law are subject to
delegation by a Trustee or Co-Tmstee, to any agents, attorneys or
accountants as it deems necessary or proper. As appropriate, The Bryn
Mawr 1'rust Company may pay for services rendered by such persons or
entities from the trust property as an expe�se of trust administration.
In addition m the foregoing pou'ers and any other powers granted by law,
and without limiting any general authorization, The Bryn Mawr Trust
Company, when acting as Trustee or Co-'Prustee hereunder, shall have the
following additional powecs with respect to both ptincipal and
accumulated ineome, and such powecs may be exercised without leave of
court and shall continue until distribution is actually made:
1. To engage Janney Montgomery Seott LLC or other Affiliated
Broker-Dealer, approved by Settlor to render services to any trust
hereunder, includi�g without limitation:
a. To manage or advise on the investments of such trust on a
discretionary or nondiscretionary basis.
b. To act as a broker or dealer to execute transactions,
including the purchase of any securities currently or in the
future distributed, underwritten or issued by 7anney
4
� Mo�tgomcry Scott LLC or other Affiliated Broker-Dea1e�,
at standazd commission rates, markups or concessions, and
to provide othec management o� investment services with
respect to such trust, including the custody of assets, and to
pay for any such services from tcust proper[y, without
reduction for any compensation paid to 7he Bryn Mawr
Trust Company for its se�vices as Tiustee oc Co-Trustee.
2. To invest in mutual funds (i) offered by Ja�ney Montgomery Scott
LLC or by such other Affiliated Broker-Dealer appcoved by
SetUor, (ii) to which Janney Mo�tgomery Scott LLC or such other
Affiliated Broker-Dealer may render serviccs and/or(iii) from
which Janney Montgomery Scott LLC or other Affiliated Broker-
Dealer receives compensation.
3. To cause or permit all or any part of any trust property hereunder
to be held, maintained or managed in any jurisdiction and to hold
any trust property in the name of a nominee of 7nriney
Montgomery Scott LLC or othec Affiliated Broker-Dealer
approved by Settlor.
4. To retain and sell the tmst property, including any sew�ities issued
by o� thcough Janney Montgomery Scou LLC or other Affiliated
Brokeo-Dealer, and to invest and reinvest the same in all forms of
property, including, without limitatioq stocks, bonds, mutual
funds, notes, secorioes or other property, including securitics
issucd by or through Jaoney Montgomery Scott LLC or other
Affiliated B�okeo-Dealer.
5. 'Io utilize the services of Jan�ey Montgomery Scott LLC or other
affiliated brokeo-dealer or any other investment service offeced by
Janney Montgomery Scott LLC or other Affiliated IIroker-Dealer
in the management of the i�vestments of the trusts, i� accordance
with their prevailing rates and fees. The Tmst shall not be entitled
to any rebate, ecedit or waiver of fees reeeived by Janney
Montgomery Scott LLC or other AffiIiated BrokerDealec The
Bryn Ma«v Trust Company shall receive compensation for its
Tmstee services in accordance with its sta�dard Advisors Tmst
Fee Schedule in effect during the period in which services aze
performed, as modified from time-to-time.
6. To submit to arbitration any disp�te with respect ro services
provided by Janney Montgomery Scott LLC oi other Affiliated
Broker-Dealer under any agreement bchvecn The Bryn blawr
Trust Company, Janney Montgomery Scott LLC or othec Affilieted
13roker-Dealer, m the extent required under such agreement.
7. "Ib purchasq invest and �einvest tivough or from Janney
Montgomery Scott LLC or other Affiliated Broker-llealei, actiog
5
as agent oi issuer, any life insu�ance policy or annuity contract,
inctuding, w-ithout limi[ation, eny vaciable life insurance policy or
variable annuity contract, the assets under which may be allocated
by The Bryn MauT Trust Company to one or more separate
accou�ts managed by Janney Montgomery Swtt LLC or o[her
Affiliaced Broker-Dealer.
8. To (i) �eceive credit or othe�compensation &om Janney
Montgomery Scott LLC or other Af£liated Broker-Dealer for any
services that The Bryn Nlawr Tmst Company may perfo�m; (ii)
exchange services with Janney Montgomery Scott LLC or other
Affiliated Broker-Dealer; and(iii) cause or permit aoy trnst, or any
pan of it, to be held, maintained, or managed in accounts or
deposits administered in anyjurisdiction inside or outside the
United States of America a�d to hold any Imst property in the
name of its �ominee o� a nominee of Janney Montgomery Scott
LLC or other Affiliated Brokeo-Dealer.
9. To have access to information for the account of the Trust for[he
purpose of responding to inquiries, obtain information from
representatives of The Bryn Mawr Trust Company as needed and
make request for action of, or forward information to,
representa[ives of The Bry� Mawr Trus[Company on bchalf of the
Trust, provided, however,the foregoing authorization of access
shall not include any powers or actions, such as Ihe giving of
directions to make investments or distributions, which are
governcd by applicable provisions of the Trust or laws governing
the Trust, and shall not pceclude direct communications between
the Trust beueSciaries, co-tmstee and The Bryn Mawr Tmst
Company.
It is undecstood and aclmowledged that Janney Mo�tgomery Scott LLC or
other Affiliated BrokerDealer may act as agent for The Bryn Mawr Trus[
Company while also acting as agent for mutual funds offered by Janney
Montgomery Scott LLC or other Affiliated BrokerDealer or to which
Janncy Montgomery Scott LLC or other Affiliated BrokerDealer may
rende� services ("Affiliated Mumal Fu�ds") or fo� the Affiliated Mutual
Funds' principal underwxiter or distriburor.
L. Appointment of Investment Advisor to the Trust: The Settlor does
hereby appoint as investment advisor to this trust Peter L. Costanzo, 7r.
operating out of Ihe broker/dealer 7anney Montgomery Scott, LLC.,
Lancaster, PA offices.
6. Thz remaining provisions of the Trust Agreement referred herein shall
continue in full foree and effect.
6
� N WI"CNESS WHEREOF, the panies hereto set their hands a�d seal this 23`a
day of August,2012.
WIT. ESS:
/ ,
�
q �
. � % " � -� � -+�' ��''�(BEAL)
�� � Mignon . Love, ormerly Mignon J.
Seecof
A7��fEST THE BRYN MAWR TROST
COMPANY
� �� r � � By:���t/ 'c"n�
�d,�t,,� Secretary � ��,� President
�A"�TEST ORRSTOWN BANK
� �-�(�t��'- � By: �
, � � ys,�e-�, �an�� , , �r
-Ta,.sr vf-D�cct.
�
AMENDMENTTOTRUSTAGREEMENT
DATED OCTOBER 29, 1980
THIS AMENDMENT is made for the purposes of ame�ding [hat Trust
Agreement dated October 29, 1980 between Mignou J. Seecof, now Migoon J. Love
(hereinafter called "Settlor"), and Orrstown Bank, ("Trustee").
WHEREAS,the Settloc e�tered into a Trust Ag�eement dated October 29, 1980 with the
Community Banks, N.A., formerly Upper Dauphin National Bank as the then Trustee;
and
N-'HEREAS, the Setdor and her former Trustee have supplemented and amended the said
Tmst Agreement by documents da[ed December 27, 1984, November 2l, 1985, June ]6,
1986, July 15, 1992, December 9, ]994, June 4, 1998, and 26 April, 2005; a�d
WHEREAS, o� September 28, 2007, Settlor, hec forme� Trustee and her current Tmstee,
Orrstown Bank, agreed that Orrstown Barilc would replace Community Banks,N.A.,
formerly Upper Dauphin National Bank as Settlor's trustee under the terms of the trust
agreement and its amendments; and
WHF.REAS, Tmstee has been serving as tmstee under the trust agreement and its
amendments and continues [o so serve; and
WHEREAS, Settlor desires to make certai� additional changes to said Trnst Agreement,
NO W,THEREFORE, the parties, intending to be legally bound hereby agree as follows:
1. That all Supplements and Amendme�ts, prior to the date of this Amendment,
with the exeeption of Ihe September 28,2007 amendme�t which substimted
the fo�mer trustee with the Trustee, are declared null and void.
2. That Paragraph IX of the Trust Agceement dated October 29, 198Q shaLl be
amcnded as follows:
A. To pay to the Settlor, the income and as much of the principal as is
requcsted in writing by the Settloc In the event oS SetUor's disabi]iTy
as determined by he� treating physician, Settlo�'s power of attomey
(either her husband, Waldemar J. Love or in case of his inability, her
son, Richard M. Seew� to pay the income and as much of the
principal as is deemed necessary by my husband and/or my son for
Settlo�'s care and maintenance.
B. To pay for tlie benefit of the grandson of Settlor, specifically Tylec
Seecof, as long as Settloc is living, from [he income or the principal for
a portion of his education if the beneficiary strives therefo� i� good
faith. The Trustee is directed m receive bills for mitioq room and
board, books and fees, from the beneficiary and to pay an amount not
to exceed ten thousand dolla�s ($10,000.00) to the institution, ve�dor
or la�dlord i�volved. If payment has been made by the beneficiary,
upo� receipt of verified paid receipts, Trustee shall reimburse
beneficiary. O�ce [he sum of ten thousand dollars ($1Q000.00) has
bee�paid,the Tmstee shall not pay any additional amoo�ts.
C. Upon the death of [he Settlor, the� the balance of the Tmst corpus
shall be distributcd as follows:
1. 2S% of the remaining balance to my daughter, Tracey A.
Grogan; provided however, that should she predecease me the�
her share shall be distributed cqually to my granddaughters
Olivia M. Seecof a�d Ellen C. Merrick.
z
2. 15°/a of the remaining balance to Richard M. Seecof; provided
however, that should he predecease me then his share shall be
distributed to my granddaughter Olivia n4. Seecof.
3. 15% of the remaining balance to Sharon K Merrick, provided
however, that should she predecease me then hec share sha1L be
distributed [o my granddaughter Ellen C. Merrick.
4. 15% of the �emaini�g balance to my grariddaughtec Ellen C�.
Merrick.
5. 15% of the remaining balance to my granddaughtec Olivia M.
Seecof.
6. I S% of the remaining balance to my grandson Tyler B. Seecof.
3. The remaining provisions of the Trust Agreemen[ referred herein shall
continue in full force and effect.
IN WITNESS WHEREOF, Ihe parties hereto set [heir hands and seal this 4°i day
of January, 2011.
WI SS:
�
(� r � , � :
"l � . �, . � " � _ - � ;
�\ , - r (SEAL)
�i � Mig�� n ]. ove, formedy Mignon 7.
... ` Seecof
ATTEST ORRSTOWN BANK
�-�_� � �-�
�� �� � __---`
gy. ` > ,�. -��-�y-
Secr�� �� , {�re<7dent� �1�,C
��_�.. ., . �, ,�_�
3
AMENDMENTTO TRUST AGREEMENT
DATED OCTOBER 29, 1980
THIS AMENDMENT is made for the purposes of amending that Trust
Agreement dated October 29, 1980 between Mignon J. Seecof, now Mignon J. Love
(he�ei�afre� called"Setdor"), and Community Banks,N.A., formedy Upper Dauphin
National Bacik, ("Tmstee").
W HEREAS,the parties enteced into a Trust Agreemeot dated October 29, 1980; and
WHEREAS,the parties have supplemented and amended the said Trust Agreement by
documents dated December 27, 1984, November 21, 1985,June 16, 1986,July ]5, 1992.
December 9, 1994, June 4, 1998 and May ]0, 2005; and
WHEREAS, Se[[lor desires to make certain additional changes to said Trust Agreement,
NOW, THEREFORE,the paRies, intending to be legally bound hereby agree as follows:
1. Pursuant to Pazagtaph VIII of the Trsu[Agceemen[, Setdoc heeeby appoints
Orrstown Bank of 77 East King Street, Shippensburg, PA 17257 as successor trustee of
the trust.
2. The current trustee Communiry Banks, formerly The Upper Dauphin National
Bank, shall within thirty days transfec all assets of the trust, in theic present forzn over to
ihe Orrstown Bank and its [rust departrnen[and Daniel K. Baer, its trust officer(717-530-
3903).
3. The remaining provisions of the Trust Agreement referred herein shall continue
in full force and effect.
t
IN WITTIESS WHEREOP, the parties hereto set their hands and sea] this 28'h day
of September, 2007.
W ESS:
C � EAL)
�� i ign i J. Sg cof
C � � V� AL)
� Mign il. Lov �
i
ATTEST COMMUNITY BANKS,N.A,
formerly DauphinNa[ional
� Bank
�/� U-�� � �,LPvrLJ g : �
/"",e %c�n E� /��_�� Secretary Qa a� rN Po� h .� S V P
�Ass�+�F /�g..n.,i� a-(r✓sf
ATTEST ORRSTOWN BANK
By:
,hSfiSecretazy
�w.sr �E'i=�ce�.
2
AMENDMENTTO TRUST AGREEMENT
DATED OCTOBER 29, 1980
7'HIS AMENDMENT is made for the parposes of amending that Tcust
Agreement dated October 29, 1980 between Mignon J. Seecof, now Miguon J. Love
�
(hereinafrer called "Settlor"), and Community Barilcs . , formeriy �Jpper Dauphin
Natio�al Bank, ("Trustee").
WHEREAS,the parties entered into a Trust Agreement dated Octobec 29, 1980; and
W'FIGRL.4S,the parties have supplemented and amended the said Trust Agreement by
documents dated December 27, 1984,November 21, 1985, ]une 16, 1986,July 15, 1992,
December 9, 1994 and June 4, 1998; and
WHEREAS, Settlor desires to make certain additional changes to said Trust Agreement,
NOW, THEREFORE, the parties, intending to be legally bound hereby agree as follows:
1. That all Supplements and Amendments,prior to Ihe date of this Amendment
aze declared nul] and void.
2. That Paragraph IX of the Trust Agreement dated October 29, 198Q shall be
amended as follows:
A. To pay to the Settlor, the income and as mueh of the principal as is
requested in wirting by the Settloc In the event of Settlor's disability
as determined by her treating physician, Settlor's powec of attomey
(either her husband, Waldemaz J. Love or in case of his inability, her
son, Richard M. Seeco�to pay the income and as much of the
principal as is deemed necessary by my husband and/or my son for
Settlor's care and mai�tenance.
6. To pay for the benefit of the gra�dchildre� of Settlor, deFined as the
children of Settlor's childreq as long as Settlor is living, from the
income or the principal foc education(defined as four years of
college, or equivalent preparation in business, technical or trade
tcaini�g, professioual school, g�aduate and post graduate schoo]) if the
beneficiary strives [herefor in good fai[h. The Trus[ee is direc[ed to
receive bills for tuition,room and board, books and fees, from the
beneficiary and to pay the same to the institution, vendor or landlord
involved. If payment has been made by the be�eficiary, upo� �eceipt
of veeified paid receipts, Trustee shall reimburse beneficiary. If the
beneficiary is receiving assistance from any other source, including
scholarships, grants, aid or payments from other trust accounts or
tuition savings acco�nts, such amounts shall be deducted from the paid
receip[s prior to any payments being made by Trustee. No one
g�andchild shall receive any accumulated amount in excess of
Seventy-Sve Thousand Dollazs ($75,000.00). Once this amount has
been paid on behalf of any beneSciary,he or she shall no[ be entitled
to the receipt of any furthec payments.
C. Upon the death of the Settlor,the�the balance of the Trust corpus
shall be distributed as follows:
I. To the Se[tlor's surviving grandchildren, an amount equal to
the gceatest amount received by any one of the gcandchildren
pursuant to subpazagraph B above ]ess any amount any
2
grandchild has previously received pursuant to said
subpaeag[aph B to be held iu tmst under[he same terms and
conditions of said subparagraph B. (Example One: If Ellen has
received $55,000.00 for her educationa] pursuits and Olivia and
Tyler have not reached the age for higher education; then
$11Q000.00 shal] be held in tmst, $55,000.00 each For Olivia
a�d Tyler for their education under the same terms and
conditions as se[ forih in subpazagraph B above. Example Two:
If Ellen has received $6Q000.00 for hec educatio�al pursuits
and Olivia had received $2Q000.00 for her educational pursuits
and Tyler has not resched [he age foc higher educatioq then
$100,000.00 shall be held i�trust, $4Q000.00 for Olivia
assuming she is continuing to pursue her education and
$6Q000.00 for Tyler for his education under the same terms
and conditions as set forth in subparagraph B above.)
2. 25% of the remaining bala�ce to my daughter, Tracey A.
Grogau; provided however, that should she predecease me then
her share shall be distributed equally to my granddaughters
Olivia M. Seecof and Ellen C. Merzick.
3. 15%of the cemaining balance to Richard M. Seeeof; provided
however,that should he predecease me tlien his share shall be
distributed to my granddaughter Olivia M. Seecof.
3
4. 15% of the remaining balance to Sharo� K. Merrick; provided
however, that should she predecease me then her share shafl be
distcibuted to my granddaughtec Ellen C. Merrick.
S. 15% of the �emaining balance to my gianddaughtec Ellen C.
Mecrick.
6. 15% of the remaining balance to my granddaughter Olivia M.
Seecof.
7. 15% of the remaining balance to my grandson Tyler B. Seecof.
8. If any of my said grandchildren have not reached the age of
twenry-one (21),then their respective share shall continue m be
held in trust by the Trustee. The Trustee shall pay from time to
time o�foc the bene&t of such beceficiaries such variable
amounts(even to the exhaustion of their iespectivc share of thc
[rus[) as aze appropcia[e, in the discre[ion of the Tmstee, lor
support and cace where the be�eficiazy is not self-supporting
through no faul[of his own, for education (defined as four
years of college, oc equivalent prepacation in busi�ess,
technical or trade training,professional school, graduate or post
graduate school) if the beneficiary strives therefor in good
fait6, and for extraordinary requi�eme�ts occasioned by illness
or other misfortune. Whenever the beneficiary reaches the age
of twenry-one (21), his or he� share of the Tmst shall be paid to
him oe her.
a
3. The remaining provisions of the Trust Agreement referred herein shall
continue in full force and effect.
IN Wl1'A'ESS WHEREOF, the parties hereto set their hands and seal this 10'� day
of May, 2005.
WI S:
�
� �0 i � SEAI.)
igno . Seec �
/7/-2. (SEAL)
i n1L e
ATTEST COMMUNITY BANKS,�_�
formedy Up er Dauphin National
�� Bank
� ��'Sa-R-`-�'ti' S
, Secretary ,S, ,President
5
la�tr�
SUPPLEMENT TO TRUST AGREEMEN'I'
THIS WILL 3IIPYLffi�NT AND AMEND A TRUST A�R88bIl�NT dated October
29, 1980, between MIGNON J. SESCOF, now MIGNON J. LOVS,
( "Settlor") ,
A N D �
CODIMIINITY BANR3, N.A. , formerly IIPPBR DAIIPBIN NATIONAL BI�t7R,
( "Trustee") ;
W 2 T N E S S E T 8 :
W88REA3, the parties entered into a Trust Agreement as set
forth above; AND
WHEREAS, the parties entered into Supplements, for the
aforesaid Trust Agreement, dated December 27, 1984 , November 21,
1985, June 16, 1986, July 15, 1992, and December 9, 1994; AND
WBEREAS, settlor desires to make certain additional changes to
said Agreement;
NOW, THEREFORE, the parties hereto, intending to be legally
�bound hereby, agree as follows :
1 . That all Supplements and Amendmenta, prior to the date of
this Supplement and Amendment, is hereby declared null and void;
and
2 . That Paragraph IX of the Trust Agreement, dated Oc[ober
29, 1980, akrall be amended as follows :
Ix. That the Trustee shall disburse the asaets of the Trust
as follows :
1
A. To pay the monthly mortgage paymente, due
CBNA, on certain properties, in C1�mberland County,
which the Settlor ha given as collateral for loana;
B. To pay to the Settlor, the income and so much of the
principal, as is requested in writing, by the Settlor or
upon request of her husband, WALDEMAR J. LOVE; in the
event of the inability . of the Settloz to handle her
affaire, for any reason whatsoever, to pay the income and
so much of the principal, as the Truetee in its sole
diecretion deems neceesary, on her account for her care
and maintenance.
C. Upon the death of the �Settlor, then the
balance of the Trust corpus shall be disburaed as
follows:
1. 25& to my daughter, Tracy A. Grogan;
provided however� in the event ehe has
children, then this bequest shall go to her
child or children; if she has more than one
child, then thie ehare ehall be divided
equally among her children, provided they are
30 yeare of age; the ehare to any child under
30 years of age ahall continue to be held, in
thia Trust, pursuant to the terms set forth
below;
2 . 25& to be divided equally among the
children of my son, Richard M. Seecof,
provided they are 30 yeara of age; -the share
to any child under 30 yeara of age ehall
continue to be held, in this Trust, pursuant
to the terms set forth below;
3 . 23& to be divided equally among the
children of my daughter, Sharon K. Merrick,
provided they are 30 years of age; the ehare
to any child under 30 years of age ehall
continue to be held, in thie 'crust, pureuant
to the terms set forth below;
4. 7a to my grandaon, Tyler S. Seecof (child
� of my son, Hrad W. Seecof) provided he ia 30
yeara of age; in the event Tyler is under 30
years of age, then his ehare shall continue to
be held, in Trust, pursuant to the terms aet
forth below;
i
5. 20� to my huaband, Waldemar J. Love; in
the event my husband predeceasea me, then thie
ehare shall be divided among my children as
follows :
(a) 31% to my daughter, Tracy A. Grogan,
provided however, in the event ahe has
children, then thia bequest shall go to
her child or children; if she has more
than one child, then thie ehare ahall be
divided equally among her children,
provided they are 30 years of age; the
share to any child under 30 years of age
ahall continue. to be held, in thia Trust,
pureuant to the terme set forth below;
(b) 31� to be divided equally among the
children my son, Richard M. Seecof,
provided they are 30 years of age; the
share to any child under 30 yeara of age
shall continue to be held, in thia Truat,
pursuant to the terms aet forth below;
(c) 31& to be divided equally among the
children of my daughter, Sharon K.
Merrick, provided they are 30 yeara of
age; the share to any child under 30
yeara of age ehall continue to be held,
in this Trust, pursuant to the terms set
forth below; and
(d) 7& to my grandson, Tyler B. Seecof
(child of my son, Brad W. Seecof)
provided he ia 30 years of age; in the
event Tyler ia under 30 years of age,
then his share ehall continue to be held,
in Trust, pursuant to the terma set forth
below.
6. If a beneficiary named above is under 30
yeara of age at the time of my demise, then
the share for such beneficiary ehall continue
to be held, in Trust, by the Truetee for the
following uses and purposes:
(a) To pay the tuition, books and lab
fees for such beneficary for education
above high achool level . If the income
� derived from any Trust created above is
insufficient to pay for tuition, book and
lab fees for education, then in the sole
discretion of my Trustee, there may be
3
, -
applied for the uae of said children, in
addition to income, such portions of the
principal as in my Truatee' s judgment are
� proper and necessary under the
circumatancea; and
(b) Whenever a beneficiary attains the age of
30, the balance of the corpus in their
respective Truat ahall be paid over to such
bene£iciary; and
(c) In the event a beneficiary
predeceases me without iasue, then the �
ehare to such beneficiary ehall go to the
surviving beneficiaries set forth above.
3 . The remaining provisiona of the Trust Agreement referred
to herein shall continue in full force and effect . �
IN WITNESS 9a88RE0F, the parties hereto have caused this
instrument to be executed this 'S��' day of June, 1998 .
WITNESS: SETTLOR:
(SEAL)
`�o Mig n J. eec f
��j,��- �, ,� �. �-�
�s��
M n J. L ve
ATTEST: _. . COD4tONITY BANKS, N.A. , formerly
� � Upper Dauphin National Bank
��{,�.� �. �, c�-.�.:�.y �. {d�4.1C.,,�:,
A�=*�nt ( ice) Presiden
4
� � " ��. 1ove supplement/dr
4. - . �
SUPPLEMENT TO TRUST AGREEA]ENT
THIS WILL SUPPLEMENT AND AMEND A TRUST AGREEMENT dated,
Oc[obe.r 29 , 1980 , between MIGNON SEECOF, noW MIGNON J. LOVE,
("SettluT") ;
A N D
UPPER DAUPHIN NATIONAL SANK, now known as C061I�IUNITY BANKS N.A„
_--- �—
("Trustee") ;
WITNESSETH:
WHEREAS, the parties entered into an Agreement as set
forth above; ANU �
WHEREAS, SPttlor desirea certain changr.s be made to
said Agreement ; �
NOW, THEREFORE, thr parties hereto , intending to be
legally bound hereby, agree as follows:
1 . That Paragraph IX of said Agreement shall be
deleted and the. following Paragraph IX substituted in its place :
IX. That the Trustee shall disburse the assets of
the Trust as follows :
A. To pay the monthly mortgage
payments , due CBNA, on certain properties, in
Cumberland County, which the Settlor has
given as collateral for loana ;
8. To pay the remaining income and
so much of the principal, as is requested in
writing, to the Settlor; in the event of the
inability of the Settlor to handle her
affairs , for any reason whatsoevr.r, to pay
the income and so much of thr_ principal , as .
� the Trustee in its sole discretion deems
necessary, on her account, for her care and
�.� -: �iove supplement/dr
maintenance, without regard to any other
funds which the Settlor may have; and
C. Upon the death of the Settlor,
then, to pay the corpus of the said �Trust as
follows :
1 . 20Z to my daughter , Tracy � �
Grogan;
2 . 20X to my son, Richard M.
Seecof;
3 . 20X to my daughter , Sharon �
Merrick; provided, however, if the '
$10 ,000.00 which she owes me, has not
been re.paid at the time of my demise ,
then this amount shall be added to the
total amount of the Trust, to be divided
among the beneficiaries designated
herein, and the $10 ,000.00 shall then be
deducted from Sharon' s share; �
4 . 20Z to my son, Brad W. Seecof;
provided, however, �if the $45 ,000 .00
which he owes me , has not been repaid at
the time of my demise, then this amount
sha11 be added to the total amount of the
Trust, to be divided among tha
beneficiaries designated herein, and thP
$45 ,000 .00 shall then be. deducted from
Brad's share; and
5 . 20Z to my husband, Waldemar J.
Love; in the event he predeceases me,
then his share shall be divided in equal
shares among my children, Tracy Grogan,
Richard M. Seecof, Sharon Merrick, and
Brad W. Seecof, or their issue per
s[irpes .
In the even� a child predeceases me
without issue , then the share to such child shall go to
the surviving child or children, including the issue of
a deceased child who shall receive their parent' s
share.
2. The partirs agree that the remaining provisions of
the Trust Agreement referred to herein sha11 continue in full
force and effect.
. '�:,love supplement/dr
IN WITNESS WHEREOF, the parties hereto have caused tbis
instrumrnt to be executrd this �$°�'�" day of duly, 1991 . ,
WITNESS: SETTLOR: �
�; � � �
�NaY�a . /,1�^_!!?C2� � (SEAL)
Migno eeco �' )
/Y /� . �
l , �n� 't11a;-'I�1�,�rnCU�`Z-� ..�.. (SEAL)
ignq ove
U
ATTEST: COMMUNITY BANKS , N.A. , F�rmerly
Upper Da!�uphin Natio al Bank
�/�;L..�«_: G� � �.�f✓ �^�-lr• �
SeCieCaiy f,,,o•*. (ViCP) resi ent
(SEAL)
ne�dnc�.�r
My [ruaf da[ed Oc[ober Z9� 1980, UpVer Daup�in Yn[Sonal Havk,
[ruatee, 1� Mnby ameuded:
Paragpaph I%� Seceion "9" Ia fur[hnr amended ro rmd aa fallovs:
� In [he eveu[ that Tracy Seecof Cragan, ehauld predeuue mn in
dea[h, Chan her ahare oE naid Rue[ sLall be peid co her [Len
1lving childrm in equal aherea. Ilar husband, Ccegory shall
aerve ae trurtae Eor eny eAild [ha[ Sa a minar. If Tracy Lavae
no childien [ron th1¢ marrfage, ehen �er ahore ahall be p�id Co
Fer hueband Cregory cmgan.
Tha remeinder of [hie [vuet eM1all mvuln en previouAy vritten.
IN VISNCSS WNEpl:OP, cha parcies 0erero have cawed [hla amend-
. �nC to bn signed [h1e 16[h day of Jwe, 198fi, A. 0. .
NIlNE55: SETfLOR:
�J �.. . 9� ���,,P . ,
:[�.GC!(L
e
� ATfEST IIPPGR MIIPH[N NATIONAL BAMC� TRUS'IEC
��.r, el�,2o �=�.G. /JeL�,...:
S. Sue i,eba, Sacratary Shirley . Ne1vSL �e e[m[ T. 0.
1
��
My trust dated Oceober ]9, 3480� Upper Daup6ln uacinnal Bank�
Yneltev L �e�by amended:
Paragsaph IX� 6ec[ion 'B• ie Putthez asanded [o sead py follova;
in Hu event t�at Wc�ud Mack Saewf, s�auld predeeuw m in
dlath � than hia shaie ot eaid [ruat shall De psid tu �le tMn
living children in equal sluies. His �1Ee, JoMett� ehell aerv�
aa truotee For any cntld tMt ie a minoa If Wclurd leave� no
cTildren Eroo thla merciega, tMn hia sMre eball W paid ta liia
wif� Joryn�eGe Seecrol.
1Ta rwlndei of xM1ie [rueC ahall zemin ae pravioualy vrLeLen. .
SN ftITN6S8 YIN6p80P� Ue partiaa E�eietla have csu9eA t�ii amend-
menC to M tigned tpla Ylet day of NovemEez� 1985� 11, D.
pI1Tffi85� SSTfGORt
� . . . . ��Cr������ � ,(� . \ : . O � .I. . . . .
A1T852
UPPEA DAUPtlSN pa?IOIUL B1�NC� Tp)JgT�
� � �.2� �/zu.2.,. �.�.�
3. 9u� ubo, sacxetary
Ms[lin tloov�� V, P, c T, O.
t
AH6NpiffiHT
!ry CzuK datad Oc[oEer 29, 1980, Uppez Mup�in NaGional BaNc.
txucte�, 1� Mr�by ameni.�a:
PaxagraDh t%, Section "H' Sa vended [o rsad aa folla�v:
Upon CM daath a[ the aettlor, Nen, to paY t� coxpus
oE eaid txuet, in Ywr equel eharee, unto tCe eattlox'o
chlldsen ae Followe: TMCY PNMB SEBODF� RIOIARC MAPK �E�P•
BAAD YIILLIAN 58ECOF� o[ Lheir ieaue pex atLipat� and SHAPOtI
XAY SE6COF !@BAICK. In Che evan[ tlut Shexon X+Y Saecro[
xesiick Mould pvadecaasa m� in deat�. «^ ��s Y1uve a�all
W paid to Mz chen living eTildzan in eqwl c�are�. Hec
❑uaband MteMal Meciick e�all earve ae truseea Eor any cl�ild
N�t ie a minor. If SMron leavae no childrev Crau thie
. m�rria9a, then hez ahaxe eMll L Pnld Co Eei hoaWnd Michael
Merrick.
� Th� zmni�r oY Mie txuaC ehall remain aa pravfnusly vrittan.
xH W21HPS5 MiEPEOF, [M p+[[iea Mreto Mve muwd ChL amnd-
mont Co b0 e1gnW thla 27��Y of Mcanbat. 198�� A. D.
WISNPS6e SBTffAAi
Mign Seae
UPPSR MUPHIX tUT20NAL HANIC. TIQIS9'�
ATT¢ST� �7 _ A �_ � � _ /
.A.LC.�u,R�_
o D � � Ma[lin Noovez� V. Pzea. G T. 0.
d iawJ
5. 6W LbO� SBCYBtary
t
s j�✓ °z�
� � � �t�< i-�+ �% --
� TROST AGREEMENT
THIS INDENTURE OF TRUST by and between MIGNON 5£ECOF� of
Millersburg� Dauphin County, Pennsylvania, hereinafter referred to
as `Settlor";
AND
THE UPPER DAUPHIN NATIONAL BANK� a corporation o[ganized and exiating
under the lawa of the United States of America, with its principal
place of business in the Horough of Millersburg, Dauphin County,
Pennsylvania, heveinafter referred to as "Truatee";
WITNESSETH:
WHIIREAS, the Settlor desires to es[ablish a Trust to which she
may cauae to be transferced proceeds from life ine�rance or other
asseta during her lifetime, or by her will; and
WNEAEAS� the Settlor desires that the Trvst proceeds be used
Co provide for her maintenance and care during her lifetime and
upon her death, that the proceeds of the Trust be diabursed in
accordance with tha terms of this Agreement; and
WHEREAS� �the Tiustee has agreed to aceept the Trust and to
hold any asseta deliveaed to it pursuant to this Agteement, as set
forth on Schedule "A", attached hereto, and the oroceeda and income
thereof, uPon the terms and conditions hereinafter-mentioned;
NOW, THEBEFOR¢, in consideiation of the mutual covenants heiein
eontained, the Partiea hereto atipulate and agree:
I. That the Trus[ee will accept any securities, proper[y or
monay, including lnsurance proceeds, lhat may be delivered to it
. purauant to this Agzeement and as set Eorth on Schedule "A", attached .
� Teieto, and agrees to hold same, IN TAUST� NEVERTHELE55, foi t�e'
folloving purposes and uses and subject to [he terms, conditions,
povers, and agreemenls hereinafter set Forth, namely:
A. To receive, �old and manage all the moneys or
property conveYed by this Indenture togethez with any
investments by the 5ettlor hereinafter made a part of
this Trust. To invest and re-invest mopey coming into its
possession, subject to any limita[ions dz conditions herein-
after apecifically imFosed in such loans, stocks, bonds,
securities and real estate as it may deem propet or suitable
for the Snvestment o£ trust funds, without being res[ricted
to a class of investments which a trustee ia or may here-
aEter be permitted by law to make the Trustee may purchase
for investment purposes, securities, reel eatate and other
property from any individuals, partnership, or corporation,
payinq therefor not more than the price at which said
securities, resl estate or other property are o£fered for
sale to the general public.
B. To retain by way of investment any property
or securities transferred to it, without liability
foc depreciation; and in accepting tikle ko real
estate, the Trustee ehall not be held to have assumed
tne payment of any encumErancea thereon, nor any
reaponsibilitias as to the validity of the title
conveyed to or held by it. All conveyances executed
and delivered by it ehall be w1Y�out eovenants oE
warranty ezeept as aqainet ita own acta.
- 0. � To cauee securitiee which may. from iime�to .
time, comprise the Truet Fund, or any pett Lhezeof,'
� to be re9ietered in its name as Trustee hereunder,
or in the namee of ite naninee� or to take and keep
the eame unregietered� and to retain them or any
pa[t thereof� in euch condition [�at they will pass
by delivery.
- U. To dete�ine whelher or not monay or property
coming Snio ite poeeeeaion ehall be treaCed as
principel or income, and to charge or epportion
expenaea or loseec to principal or incane, accordingly,
as it may Eeem juet and equltaDle.
E. To make advancea or borrow money upon auch
tex+na and conditione, a[ any time or times, for sueh
purpose ee it may deem desirable or proper for khe
Smprovement, pzotection or preearvation of the Trust
Eetate. Por tha repayment of euch edvancea, wlth in-
tenaet, the Truatee e�all have a lien upon the Trust
� Estate, and for the euma eo borrowed may issue its
promieeory notea ne Trustee, and eecure the cepayment
ehereof by mortge9ing or pledgin9 eny pert or all of
the Truat Eetnte.
F. To compromiee� compound and a8juat clalme 1n
favor of oz againat the Truat Estate, upon auch terms
and conditiona as it mey deem baeti and tha doing of
ell such thinga Lor the pxeeetvation in and about
the mane9emen! of aaid Truet property ea it may con-
�ider necaesary or proper and for the best Snterest
of sald Setnte.
C. Tha Truetee and ita auecesaors and assigna
ahall in no event be liable for any mietakes in
iud9ment in tha making or retaining of investments
eo long ea the same be mede or retbined in good feith.
N. The Truetee ehnll have a first end prior
lien on the entire Trust Eatete, both sa to princi-
pal and income, ec eecuriiy for !he pranpt paymenk
of char9ee of the Truatee ae and when the seme ahall
6ecome due .ae hatelnbefom eet forth, includi�9 any
edvances or loane made by !t, with interest thereon
at prevailing ratee, tagether with any and all ex-
panaee incurred or psid by St in connection with Chis
'2_
truet; and to cecure iha payment and diecharqe
� as and when due, the principal and interest res-
pectively ot any lien, encumbrance or other
chargas a9ainat the Truet pcaperty, nnd furkher,
ae aecurity for any and all loases or expanses,
includiny atcorney feea and lia6ilitiea of every
kind and nature which it may et any tlma expend,
by reaeon of the tacme pf thie Trust or by reason
of any of its acte or cammiseions performed by
it in good faith ae euch Truetee, and thie pco-
viaion ehall remain in Yu11 force and effect not-
vithstandiny thie Agreemant 4e oGhecwiae terminated.
II. The Settloi may from time to time sell, assign,
transfer or deed over to the Ttuatea property, securities and
money. ell of which ehall be held pureuant to the terms of t�is
Agreement� and upon deliveiy of euch property, eacuritiea or
money, or evidence thereoE to Ne Truelee and subject to its ac-
ceptance, en amendment to the Ttuet Indenture ehall be prepaced
which, w�en Sdentified by exacution by the proper oEficere of
the Settlox � and tha Ttustee herein, ehnll 6e attac�ed to and
made a part of lhie Truet InAsnture.
III. The Tausba joine Sn tha exaculSon of Nie instrument
to signify ita acceptenee of the Truet and a9reae underiandlsubject
any aseeta, delivared puteuent io thie Agreemant,
!o tha tetme and provlaione �at forth in thia lndenture.
IV. TM Ttuetee ehall [aceive caupenaation for its
scrvices 1n accordance vilh the then current fee schedule estaDlished
. by the Trustee.
V. The Trustee ahall maintain accurete records end ec-
coun[a and nhall tender etatemente to [he beneElcierlea hereunder,
•hoving recelpts and disburwment� of principal and Sncome, no leas
lraqusntly Nan �nnudly. �
VI. All Sncome or principal held for the uae and bene-
fit of tl�a beneficiariea of thie true! ehall not be in eny vay or
mannei subject to Mtleipation, aeei9nmant, pledge, eale or trans-
fez� nor shall any euch intezaet, while in the posaeesion oE [he
Truetee, be linDle Eor or eubject Yo the debts, conttacta, obliga-
tions, llabi3ltiea or tort� of any Cenaficiary or to nCtachmencs,
executiona oz eequestratlone unAer Pmceea of lew.
yli, qhe Settlor's expreee intent ie that the Truatee
ahall serve without 6ond of any tost Sn nny jutiadiction.
VIII. The Tcuetee mey ieeign duting the lifetime of
the Settlor � upon thiity (30) deye' wzitten notice to the Settlor.
-3-
\
One or more successor trustees may be appointed by [he Se[tlor
and auch auccessor tzustee or tcustees ehall aucceed to all the
auties and all the powers, including diecretionary poaers, herein
granted [o the Truetee. In the even! of kAe appaintment of a suc-
. cessor truetee by a coort with juriadiction over the Trust.Estate,
such succeasor tzuatee shall aleo�eucceed to -all the duties and � �
all t�e povers, includin9 discretlonary powera, herein granted to
the Trustee. The merger or conaolidation of eny corporace trustee
shall not atfect ita dutiea and pweza.
iX. That the Truatee ehall diaburee the asseis of [he
Truat as follwa:
A. To pay the incoma and eo much of the princlpal�
ee is requested ln vriting, to the Settlor; in t�e
event of tha inability of the Setkloz to hendle �er
affairs, for any reaaon whateoever, to pay the income
and eo much of the principal, as the Truatee in its \
tole dlecretion deemn neceeeary, on her eccoun[ for
her cara �M maintenance.
9. Opon the death of [he Settlor, then� to
pay the corpus of said Trust, in equal ahares, unto
tha Settloi's children, TRACY ANN SEECOF� SHARON
RAY SEECOF, RICHAAD MARK SEECOF, and BRA� WILLIAM
SEECOF, or their Sesue per stirpes.
IN W11'NE55 WNEItEOF, the partlea her.ento have ceueed this
Snstrument to be signed Yhia 1J�day of Gtr�� , A.D. 1900.
WSTNESS: SE1K'LOR:
�� d.wx.. a%
M� Seeco
ATTEST: �UPPER OAUP IN I:ATIONAL BANK - TRUSTCE
. SUC Le o� e�aiy' Thomas L. ei� Piesiden[
♦
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� to discuas sscace se[[lemenc antl any Iegal�ma[[e:s.
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J99 Mlmhcll Horvd.Millzhoro.I)L 14HfiR NmnraF Managcmcnt
Phune 888-502-13aY
Pax �301)9Jdd955
se��emne� i,mia
Mignon J. Love
c/o Farmers & Mcrchants Trust Company
Attn: Trust Dept.
P.O. Box 6010
Chambersburg, PA 17201
Re: Estate of Mienon J. Love
Social SecuriN: 121-22-9021
Date of Dealh: June 19. 2014
Dear Sir or Madam:
Per your inquiry on September 3,2014, please be advised that at the time of death,the above-nvned decedent
had on deposit with this bank[he Following:
I. 71��peafAccount CheckingAccounl
.4cc�xintNumher 13d4471 �����jr���� �)
i 4�,+-
Ownership(Name.von Mi,qnonJ. Lwe �� �
WqldemmJ.Love
Opaning Dale 01/13/l97
BalanceonDaleofDeath $ 1G4.147.11
AwruedMterest 5 .59
Totnl S f54,147.70
2. TjyeofAccaunl ChecldngAccount
AccountNumber 9864173L5
Ownership(Namu ojJ Ermte oJ'Waldemml Lwe(estoteJ
Mignon J.Lme(Fsecutor)
Opvning Da�e Obq2/1014
6a[ance nn Da(e njDeafh 3 Q00
Accrued(ntvect $ .00
rorar s n.oa
�. lypeofAccnunt SafeDeposi�Box
BoxNumber/Location Id45tonehedge
Ownership(Names u� Mignon l.Love(co-owner)
(�ening Date 02/I9/1997
Fur any xdJirionel informccinn on the dwve e<rnums,incluJing ownaship entl xny cM1angae,cluaum antl/nr reimbureament nf funds,
plense rall the SbneheJRe et]tl-SJOJ52d.
W e wcre unable m loute any safe tleposil bor fnr the abnve-mentinneJ Jeadem.
This lener daes �wt inclnde vny vnounts in whicM1 Ihe Jecneed mny heve heen IiRted es Pnwer of Aharney.Cuntalien of Onifarm Tran�rs,
Represenbrive Paym or Trume undera W dnm Agrtemrnt
Sincerely,
Valarie Mucu
Adjustme�t Services
sc�t�u �e �, z-�m �I-
��
ORRSTOWN
B�vx
A Tradition of Excel[ence
September 11, 2014
Fartners & Merchants Trust Company
Attention: Trust Dept
P.O.IIox 6010
Cliambersburg, PA U201
Re: Estate of Mignon J Love
Social Security Number 121-22-9021
Date of Death 06/19/2014
IT IS HEREBY CEKTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE
1'OLLOWING ACCOUNT WITH ORRSTOWN I3ANK:
CHECKING ACCOUNT
Accou�t No- 103007439
Account 1'ype- 50+ Interest Checking
Account Tide- Mignon J Love/Waldemar J Love
DateOpened- 12/13/2007
,�oint Account(name/date) Yes open date 12/13/2007
Balanco- $333.17
Accrued Interes[ none
Best Regacds,
��'
.I.,VV�P,t..J I��v ���
Carmen R Jo�es
Deposit Processing Represenffitive II
S�� ��E � � ��1 I
2695 Philadclphio Avenue • Cha�nbecsbucg, I'A 17201
asiiiizoia :x� �o: 3c P� mooziooz
RECEGVE
SEP 0 5 2014 �
BY: SEC�
�9,�4,2��4
FARMEAS$�1ERC11ANTS 7AUST CO
ATTENTIOV:7RUST DEPT
PO BOX 6010
CHANBERSRi7RG PA 17201
Re:M[GNON J LOVE,Daceased
PSECIJ Refereuce#66'12906617878
Deaz Heather C.Hershey: �
Tha above referenced perea¢hes en eccaunt wi�6 PSECU which was opeued on 10/11,'1998.The Shve
ucom�s were joinIIy held by MIG.�'ON J LOVL�and Waltlemer J.Lo�e.The Visa loan wasjoinUy
held.
The follewing are the Date of D¢ath Balances}'or MIGNON J LOVE's account with PSECti:
Acwunt OaieofDeaNBalances In[erest–lunel-19
Snvings (51) 515,954.b1 SL23 — �� II
Checldng (55) $ �7532 $008 __ �-' Ip
Loans:
V�aaLoan (L9) 583.74
Thejoint owner needs to close[he deeedem's eeeomt with PSECU attlm eerlien convenimce.
If you have zny questious,please comact mv deparm�en[toll-free at(S00)237-7328,press 6,ex[ension
7120 or emeil accowtsarvices(�Jp.secu som.
5incerety,
��li
;.�;r: �
st,�RyvZtr
Member Service Repraentative .
PSECU
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