HomeMy WebLinkAbout01-0333
PETITION FOR PROBATE and GRANT OF LETTERS
IX>rothea S. Lenker
Estate of
also known as
No.
To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 206-j6-~jn Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who i~ 18 years of age or older an the execut or
in the last will of the above decedent, dated March 9.
and codicil(s) dated None
21-01-333
named
2000
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Lower Allen Twp.,
Decendent was domiciled at death in CUmberland County, Pennsylvania, with
her last family or principal residence at Bethany Village. 325 Weslev Drive.
Mprh~nirqhlr~, PA 170~~
(list street, number and muncipality)
Decendent, then 84 years of age, died March 2,
at F.~qt- PF>nn!=:Ooro 'l'own!=:hip. Cumberland County. Pennsylvania
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: None
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
, ~ 2001 ,
$ 7 , 500.00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
prec;ented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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BV: im E. Garrett, Trust Officer
First Union National Bank
100 N. Queen street
T.~nr~!=:t-pr, PA 17f\01
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF.PENNSYLVANIA I ss
COUNTY OF Cumberland J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and tr ly administer the estate according to law.
Sworn to or . affirme d. and sub scribed {
before me this 23rd- day of
'MARC~ 2001
/6-_2;26~'Y(>. H/Jf/tW/l'lx" ~~';r'
No. 21-01-333
Estate of
Dorothea S. Lenker
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 29 XW 2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated March 9, 2000
described therein be admitted to probate and filed of record as the last will of Dorothea S. Lenker
Testamentary
Kim E. Garrett, Trust Officer
First Union National Bank
and Letters
are hereby granted to
~". "r?"1tl//n f.",u/--C.t" /.~,&/
~' Rister of Wills (j
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
~:eg~fia~tion ................
JCP
$
$
$
$ 5.00
TOTAL _ $ 63.00
. .~~.~ '?~'" .~99.1.................
40.00
12.00
6.00
James D. Bogar, Esquire 19475
ATTORNEY (Sup. Ct. I.D. No.)
One W. Main St.
Shirp-m~nstown. PA 17011
ADDRESS
.",.-.... .
Filed
(717) 737-8~76i
PHONE
~.=> -;x2(~
4) -62~~~~
HI05.805 REV 9/86
This is to certif}' that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No.
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Local Registrarr-
p
7178192
t.jAR 0 6 200t
Date
21-01-333
. '4J Roy 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDeNT (hSl. MiGde. lMI
t. VoJto:the.a. S. Le.nke.Jt
AGE (LaII -Yl UNDER 1 YEAR UNDER , 0IIII
MonIha Dt.ye Hour.!: M_
v...
SEX
STAlE FilE NUM8EA
SOCIAL SECURITY NUMBER
. 84
COUNTY OF DEArH
,. Fe.ma1.e. 3. '1.06 - 36 - 839'1.
Pl.ACE OF OERH IQ\eQ Of1Ily Ilf\e -- ... 'fl$lfucbons on orher SIde)
HOSPITAL OTHER:
1- 0 OOA 0 ::::0 0
=.....0
Cumbe.Jt.f.a.nd
DECEDENT'S AI. ClCCUMION
(~~:''':.'''':::2:i'
RACI:. ""'-"can __n. BIac:k. White. IIIC.
cs-..,)
10.
Wh.i.te.
SUR\I1VIHG SPOUSE
llf....... QNeITlaldenI'\lln'te)
3'1.5 We.~le.y VJt.i.ve.
'.. Me.eha.n.i.e~ bUlL 9 , P A
~'S N.WE (Fir.. _.last)
17055
Twp.
.....
d1y-
a.
. .
....s CASE REFERRED 10 MEDICAL EXAMINERlCORCNER?
-u FV Ho~
...
'Approximate PART A: OIhefsigniftcantcondlliDnaClDnlrilMAinglodNth.buI
:~~ not nNUtlingn In. ~caUN given in PART I.
I
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WERE AUlOPSV FINDINGS
-.u&lE PRlOA 10
COOolPUmoN OF CAUSE
OF DERH?
Of):
DUE 10 (OR AS ACONSEOUENCE Of):
Voa 0
MANNER Of DEATH
HaI...aI tw ........... 0
-.. 0 Panct.ng InvnI'U.Uon 0
- 0 Couki noli be deI.nnaned 0
DATE OF INJURY
(Monlh. Day. 'Mal)
TIWEOF INJUAY
INJURY /Ii1 'M>RK? DESCRIBE HOW INJURY OCCURRED.
No 00
Yoo 0 NoD
.. 2.b.
caJlTlFlElIlCheck onr, one)
-CERTIFYING PHYSICIAN Whysc.an CP.lt.ytng cause cI dnIh whert another phVSIC...... has pronounced dNlh ana completed teem lJ)
To thIbeetot...,llnowledge. ..... OCCUrred due..... cau..(.) and manner...t11Ied. ..............................
...
. ~
PlACE OF INJURY. AI home, farm. str.... lac:cory. allee
building. lICe. ISpecIfy)
_.
.1'fIONOUNC1HG AND CERTIFYING PHYSK:IAH (Ph)'SlClal1 bolh plQrlOUOCIf"Ig oea&h and Ceodyng tocause of dealhl
To... beet a' my knowledge. "'alttOCcurred althe..... dala, andpl.c.. and due 10 IhecauM(sJ and manner.. ".18(1
3GI.
SlGHRURE AND TITLE OF CERTIFIER
J!'J 31b.
lICENSE ~'.l/'BER
o 31c. /IIQp/O '1.l .)- J:! 31.. /1I1",,....z. 2.'v
NAME AND ADORESS OF PER5g0 WHO co..t>LETED \OtUSf OF DEATH ".,
ellem 27) Type 01 Prinl /r4 V/ of ... "-Ii F"'. &;4" 4--'"; I"'t 1,/.
.z,7 It.-..~.,. HJ~
C",.,..~ WI'lf AI" )&//1
'MEDICAL EXAMINEFUCOftONER
On the baai. 0' exam'nation andlor jnwes.Ug.lion. in my opinion, death OCCurred at the Uma. date. and place. and due to the cause(a) and
mann.ru.tated...................... ....................... .... .......... ...... ...... ....... ...... ... ..........
Jla.
AEGIST~S SIGNATURE AND NUM8E~
33. ~ ~~..., _ ~&
o
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U.
DATE FILED (Month. Day. ~alJ
34.
~ ~ <>l "c I
--_.~~-~---~-~~._--..-
21-01-333
LAST WILL AND TESTAMENT
OF
DOROTHEA S. LENKER
I, DOROTHEA S. LENKER, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I give and bequeath all of my jewelry to my
cousin, ELVIN APPLEBY DAVIS, of 1198 Channing Avenue, Spring
Hill, Florida, provided that should she predecease me, then to
her issue per stirpes by representation, with power in my
Executor, as hereinafter named, to deliver any such property to
which a minor may be entitled either to the minor or to another
to hold for such minor during minority, or to sell the same and
apply the proceeds for the benefit of the minor in such manor as
my Executor may determine.
SECOND: I bequeath all the rest, residue and remainder
of my estate of whatever nature and wherever situate, including
any property over which I hold power of appointment and together
with any insurance policies thereon, to FIRST UNION NATIONAL
BANK, of Harrisburg, PA, to be added to an hereafter treated as a
part of that certain inter vivos trust created by me on ~,~q
, 2000, of which FIRST UNION NATIONAL BANK, of Harrisburg,
Pennsylvania, is Trustee, to have and to hold, IN TRUST, for the
uses and purposes and subject to the terms and provisions
thereof, including any alterations and amendments thereto, or any
other inter vivos trust which may hereafter be substituted
therefor.
THIRD: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate. In making the payment of the
...
..
taxes from my residuary estate, I direct that all shares passing
to charitable beneficiaries shall be free from tax, and no death
taxes shall be apportioned against such beneficiaries. It is my
intent that the non-charitable beneficiaries shall bear all the
death taxes attributable to my estate.
FOURTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
FIFTH: I authorize my Executor, without court approval,
to retain any property pending distribution hereunder, to invest
in or purchase any property without restriction to legal
investments for fiduciaries, to distribute property in kind, to
compromise claims, and to sell any property at public or private
sales.
SIXTH: I nominate and appoint FIRST UNION NATIONAL
BANK, of Harrisburg, Pennsylvania, Executor of this, my Last will
and Testament. I direct that my Corporate Executor shall not be
required to file a bond in any jurisdiction and that my Corporate
Executor shall receive compensation for the performance of its
functions hereunder in accordance with its schedule of fees in
effect from time to time during the period over which its ser-
vices are performed.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last W~ll and Testament, this ~ day of
~~ 2000.
, () ~_D i
L)IJ->-LA--LL._<<-- ,h" - rJ- ,((LI2.~ (SEAL)
DOROTHEA S. LENKER
2
,
4,
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
~t2~
c4r,u;L !5phh:b0
Address
3
REGISTER OF WILLS OF cnmERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Lisa A. Kishbaugh and James D. Bogar
witnesses codicil.-"-:_
~ subscribing ~ to the will presented herewith, nad1) being duly qualified according to
law, depose(s) and say(s) that they were present and saw
IX>rothea S. Lenker
the testat rix , sign the same and that they signed as a witness at the
request of testatrix in h er presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affIrmed and subscribed before
me this day of
19_
~ ~ ~ mrP
l~a Jr.. 1St! ~ 'L
825 Epp1y Road (Name)
Mechanicsburq, PA 17055
(Address)
(Name)
reet, Shiremanstown, PA 17011
(Address)
Register
As to Lisa A. Kishbaugh:
Sworn to and subscribed before me
this 19th day of March, 2001.
~,
No ry Public
Notarfal Seal
Shlreman~to:.m ~:~rs, Notary Public
My CommiSSion ExP~~~:~~ ~~~ty
REGISTf!R', II Notal'~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
will
of (one of the subscribing witnesses to) the
presented herewith and
codicil
believes the signature on the will is in the handwriting of
testat
that
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUfl.E.~JJoOF INDIVIDUAL TAXES
. LJEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 000582
FIRST UNION NATIONAL BANK
123 SOUTH BROAD STREET
PHILADELPHIA, PA 19109-9989
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
__nun fold ---------- --------
101 I $1,059.96
ESTATE INFORMATION: SSN: 206-36-8392 I
FILE NUMBER: 21-2001- 0333 I
DECEDENT NAME: LENKER DOROTHEA S I
DATE OF PAYMENT: 12/03/2001 I
POSTMARK DATE: 11/30/2001 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/02/2001 I
I
TOT AL AMOUNT PAID: $1,059.96
REMARKS: FIRST UNION NATIONAL BANK
CHECK# 47162046
INITIALS: CW
SEAL RECEIVED BY: MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
THIS RECEIPT REPLACES CD 000581
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUIlE,A"" OF INDIVIDUAL TAXES
~ DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
REV-1162 EX(11-96)
NO. CD 000581
FIRST UNION NATIONAL BANK
100 NORTH QUEEN STREET
LANCASTER, PA 17603
ACN
ASSESSMENT
CONTROL
NUMBER
--.----- fold
101
ESTATE INFORMATION: SSN: 206-36-8392
FILE NUMBER: 21-2001- 0333
DECEDENT NAME: LENKER DOROTHEA S
DATE OF PAYMENT: 12/03/2001
POSTMARK DATE: 11/30/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/02/2001
TOTAL AMOUNT PAID:
REMARKS: FIRST UNION NATIONAL BANK
CHECK# 47162046
SEAL
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
AMOUNT
$1,059.96
$1,059.96
THIS RECEIPT IS BEING REPLACED WITH CD 000582
I ~ "'-;)).0 - q
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-01-2002
LENKER
03-02-2001
21 01-0333
CUMBERLAND
101
R+ .
'02
APH -5
'\10 :59
VERONICA R MURPHY
FIRST UNION NATL BANK
123 S BROAD ST PA13Q.~,::..;
PHILA PA Gt~W
Allount Rellitted
*'
RE'I-1547 EX iFP 101-021
DOROTHEA
S
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :i54j~Ex~Ai=P~~(oY:02T~NoTicE~~oF-YNHEifi;:ANcE-TAirAPPRAiSEi.fENT~~-AL1-oWAifcE-oR~-----~~~-----~--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LENKER DOROTHEA S FILE NO. 21 01-0333 ACN 101 DATE 04-01-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
10,376.48
.00
365.242.91
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllent.l Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.. ...
DATE
06-01-2001
11-30-2001
.~. .
~BER
AA496681
CD000582
(+J
INTEREST/PEN PAID (-)
1,320.00
.00
15,922.90
1.238.69
(11)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
375,619.39
17.161 59
358,457.80
175,391.40
183,066.40
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
183.066.40 X 15 =
(19)=
A"OUNT PAID
25,080.00
1, 059.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
27,459.96
27,459.96
27,459.96
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU ~Y BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
E
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Dorothea S. Lenker
Date of Death: March 2, 2001
will No. 21-01-0333
Admin. No.
To the Register:
I certify that notice of estate administration required by Rule 5.6(a)
of the Orphans' Court Rules was served on or mailed to the following
beneficiaries of the above-captioned estate on May 4, 2001:
Name
Ralph L. Heagy
Elvin Appleby Davis
Scholarship Endowment Fund of the
Class of 1933 of Gettysburg College
Endowment Fund of the Zion Lutheran
Church
Harrisburg Hospital
Saint Francis Fund of the Trinity
Evangelical Lutheran Church
Care Assurance Fund of Bethany
village
Address
429 Ellisburg Road
Genesee, PA 16923
1198 Channing Avenue
Spring Hill, FL 34606
300 North washington Street
Gettysburg, PA 17325
4th & Market Streets
Harrisburg, PA 17101
Pinnacle Health
P. o. Box 8700
Harrisburg, PA 17105-8700
2000 Chestnut Street
Camp Hill, PA 17011
325 Wesley Drive
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except:
None
Date: May 4, 2001
Ja es D. Bo a , Esquire
One West Ma' Street
Shiremanstown, PA 17011
(717) 737-8761
Capacity: Personal Representative
X Counsel for Personal
Representative
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First Union National Bank
PAl308
Inheritance Tax Department
123 South Broad Street
Philadelphia, PAl 9109-1 199
Tel 21 5 985-6000
June 1,2001
Register of Wills of Cumberland County
Courthouse
1 Courthouse Square
Carlisle, P A 17013
RE: Estate of Dorothea S. Lenker
Date of Death: March 2, 2001
Social Security Number: 206-36-8392
File Number: 21-01-0333
Dear Sir or Madam:
We wish to make payment on the account ofthis estate's PA Inheritance Tax liability within the
discount period, and, accordingly, enclose our check in the amount of $25,080.00, calculated as
follows:
$176,000.00 X 15% =
Less: 5% Discount
Net Discount Payment
$26,400.00
(1,320.00)
$25,080.00
----------
----------
Please date-stamp the enclosed copy of this letter and return it to us using the enclosed self-
addressed prepaid envelope.
Please send us your usual receipt covering this payment of tax.
Very truly yours,
V:;-~J/7. i3Q&~"
Fred S. Bachman
Assistant Vice President
cc: James D. Bogar, Esquire
Kim E. Garrett, Trust Officer
First Union National Bank
Capital Management Group
PA1308
123 South Broad Street
Philadelphia, Pennsylvania 19101-7558
-'"
f~bN
Veronica R. Murphy
Direct Dial (215) 670-6398
Fax (215) 670-6422
Email: Bonnie.Murphy@firstunion.com
November 29,2001
CERTIFIED MAIL RECEIPT #7001 0320 0001 8563 6826
Register of Wills, Cumberland County
Courthouse
Carlisle, P A 17013
Re: Estate of Dorothea S. Lenker
Date of Death: March 2, 2001
Social Security # 206-36-8392
File Number 21-01-0333
Gentlemen/Ladies
Enclosed for filing with your office is the following for the above mentioned account:
1. Pennsylvania Inheritance Tax Return (In Duplicate)
2. Check in the amount of$1,059.96 representing balance due with the
return.
Kindly acknowledge receipt of these enclosures by signing and returning the
accompanying copy of this letter to the attention of the undersigned in the envelope
provided.
Si}~~ '
~h~
Tax Officer
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~rst Union National Bank
Capital Management Group
PA1308
123 South Broad Street
Philadelphia, Pennsylvania 19109-1199
f~t'l
Veronica R. Murphy, Tax Officer
Direct Dial (215) 670-6398
Fax (215) 670-6422
Email: Bonnie.Murphy@firstunion.com
February 15, 2002
Register of Wills, Cumberland County
Courthouse Room 102
Carlisle, PA 17013
Attn: Cheryl
RE: Estate of Dorothea Lenker
Date of Death: 03/02/01
File #21-2001-0333
Dear Cheryl
Enclosed is our check representing the following for the above
mentioned account:
$15.00 Filing Fee
Kindly acknowledge receipt of this payment by signing and
returning the accompanying copy of this letter to the attention
of the undersigned in the envelope provided.
Sincerely
21~(~
Veronica R. Murphy
Tax Officer
Enc.
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Dorothea s. Lenker
.
Date of Death: March 2, 2001
Will No. 21-01-0333
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes X No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: N/A
c. Did the personal representative state an
account informally to the parties in interest? Yes No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
2/26/03
James D. Bo ar, Esquire
Name (Please, type or print)
One West Maln St.
Shiremanstown, PA 17011
Address
(717) 737-8761
Te 1. No.
Capacity: Personal Representative
(MAH:rmf/AM3)
x Counsel for personal
representative
.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/07/2003
BOGAR JAMES D
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
RE: Estate of LENKER DOROTHEA S
File Number: 2001-00333
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/02/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~:::~~~
DEPUTY REGISTER OF WILLS ~
cc: /'File
~sonal Representative(s)
Judge
I.
C
OFFICIAL USE ONLY
REV-1500 110- .;2 ;2CJ- c;
INHERITANCE TAX RETURN FilE NUMBER
RESIDENT DECEDENT 21 01 0333
COUNTY CODE YEAFl NUMBER
REV."SOO EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
I DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) I' SOCIAL SECURITY NUMBER
!Lenker, Dorothea S. . 206-36-8392
! DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) ! THIS RETURN MUST BE FILED IN DUPLICATE
: 03/02/01 07/14/1916 WITH THE REGISTER OF WILlS
! (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST FIRST. AND MIDDLE INITIALI I SOCIAL SECURITY NUMBER
, !
DECE-
DENT
CHECK ! ~ 1 Onglnal Return
APPRO- , 4 Umlled Estate
PAlATE; 6. Deceoen! Died TestatE!
, iAtlacncopyofWIII)
BLOCKS: 9. LJl1gatlon Proceeds Received
~ 2, Supplemental Retum
4a. Futu'e ''''erest Comorom'se
,datil 01 Oedo! ~ alte' ']-' J- ~.?l
7. ::e~ed.e"\ ~~'!""'.a,".ea.lo'~ ,,"g T"',ls,t
AllaC".l. CCOVOI Y'uS11
1 Q. :::o'-'Jo.l.' P~~erty Cree,t, JJle 01 deal n eel""een
12-3 1_ ~ 1 ane ! -, -'IS)
3. Remainder Return
8 (date 01 death prior 10 12-13-82)
5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
011. EIf!ctlOnto talC under Seco9113(A)
(A.ttach Sch 0\
COR-
RE-
SPON
DENT
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SItOI,lU)RQllJeC'I'ED TO:
NAME COMPLETE MAILING ADDRESS
Veronica R. Murphy, Tax Officer i 123 S. Broad Street - PAl308
. FIRM NAME (If Applicable) Philadelphia, PA 19109
. First Union National Bank
TELEPHONE NUMBER
(215) 670-6398
4 Mongages & Notes Receivable (Schedule D) (4)
5. Cash, BanK DepOSits & Miscellaneous Personal
Property (Schedule E) (5)
6. JOintly Owned Property (Schedule F)
o Separate Billing Requested (6)
None
None
:l'flrie
1lG~e
i'':'r' '.
10,376.48
OFFICIAL USE ONLY
1 Real Estate (Schedule A) (1)
2. StocKS and Bonds (Schedule B) {2}
3 ::DSf!ly Held Corporation, Parlnf!fshlp or SDle-P'oor,t!o'S.-o (3)
d
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CJ
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21
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lOTi
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,",
RECA-
PITULA-
nON
7 Inler-Vivos Transfers & Miscellaneous
Non-Probate Property (Schedule G or L)
(7)
365,242.91
J,j')
o
--
::;eOISDf Decedenl, Mortgage Llablhlles, & L,erls\':;cneou,e 1,(10)
(8)
15,922.90
1,238.69
(11)
(12)
(13)
375,619.39
8 Total Gross Assets (total Lines 1-7)
9 Funeral Expenses & Administrative Costs IS:;neo... e "'(9)
10
ill
; 12
13
Total Deductions (total lines 9 & 10)
Net Value of Estate (Line 8 minus Une 11)
Charitable and Governmental Be~uests/Sec 9113 Trusts lor which an clecflon to tax
has not been made (SchedUle J)
14 Net Value Subject to Tax (Line 12 minus Lme 131
17,161.59
358,457.80
175,391-40
(14)
183,066 -40
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
: 15 Amounl 01 l.ne 14 la~able allhe spousalla~
'I 'J.le,u<('ansiefsunceISec.9\\6iali1.2j X 0 (15)
TAX 16 A"'OunlOll,ne 14ta~ableallinealrate 0.00 X.O 45 (16)
COMPU~, 17 A"'ounl 01 LJl"le 14 tallablealslbllngrate 0.00 x .12 (17)
TATlON i 18. AmountOI line 14tallablealcollaleralrale 183,066040 x .15 (18)
: 19 Tax Due (19)
,20. 0 I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
!
0.00
0.00
27,459.96
27,459.96
>> BE SURE TO ANSWER ALL QUESTlONS ON PAGE 2 AND RECHECK MATH<<
o PA15001
\In: 29755
COPYrlghl2000 GreatlanClINeu;D lP - ~','ms ~()llwJfe Only
.
-.
.
LAST WILL AND TESTAMENT
OF
DOROTHEA S. LENKER
I, DOROTHEA S. LENKER, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
codicils heretofore made by me.
FIRST: I give and bequeath all of my jewelry to my
cousin, ELVIN APPLEBY DAVIS, of 1198 Channing Avenue, Spring
Hill, Florida, provided that should she predecease me, then to
her issue per stirpes by representation, with power in my
Executor, as hereinafter named, to deliver any such property to
which a minor may be entitled either to the minor or to another
to hold for such mino~ d~~ing ~ino=ity, or to sell the same and
apply the proceeds for the benefit of the minor in such manor as
my Executor may deter~ine.
SECOND: I bequeath all the rest, residue and remainder
of my estate of whatever nature and wherever situate, including
any property over which I hold power of appointment and together
with any insurance policies thereon, to FIRST UNION NATIONAL
B~~K, of Harrisburg, PA, to be added to an hereafter treated as a
part of that certain inter vivos trust created by me on iI4.:-ck!-{
, 2000, of which FIRST UNION NATIONAL BANK, of Harrisburg,
Pennsylvania, is Trustee, to have and to hold, IN TRUST, for the
uses and purposes and subject to the terms and provisions
thereof, including any alterations and amendments thereto, or any
other inter vivos trust which may hereafter be substituted
therefor.
THIRD: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate. In making the payment of the
-.
.
.
taxes from my residuary estate, I direct that all shares passing
to charitable beneficiaries shall be free from tax, and no death
taxes shall be apportioned against such beneficiaries. It is my
intent that the non-charitable beneficiaries shall bear all the
death taxes attributable to my estate.
FOORTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthe~ore, shall not be subject to pledge,
assignment, conveyance or anticipation.
FIFTH: I authorize ~y Executor, without court approval,
to retain any property pending distribution hereunder, to invest
in or puro~ase any property wit~cut restriction to legal
invest~ents for fiduciaries, to distribute property in kind, to
co~prcmise clai~s, and to sell any property at public or private
sales.
SIXTH: I nominate and appoint FIRST UNION NATIONAL
3~~K, of Harrisburg, Pennsylvania, Executor of this, my Last will
and Testa~ent. I direct that ~y Corporate Executor shall not be
re~uired to file a bond in any jurisdiction and that my Corporate
Executor shall receive compensation for the performance of its
functions hereunder in accordance with its schedule of fees in
effect from time to time during the period over which its ser-
v ices are perfor:ned. .
IN WITNESS WHEREOF, I have hereunto set my
seal to this, my Last Will and Testament, this cr~~
, 2000.
hand and
day of
1"'\..\........'-.1........
,__ 1._.' .. ___.'
!
(SEAL)
DOROTHEA S. LENKER
2
I
.
- .
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
I
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Address
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Estate of: !):)rothea S. Lenker
,
2~-0~-0333
SlM-1ARY OF ALLCCATIONS m BENEFICIARIFS
Taxable at collateral rate
Ralph L. Heagy
Elvin Appleby Davis
87,695.70
95,370.70
183,066.40
PA R€V-H500 EX (6-00)
Decedent's ComDlete Address:
~REET AO,DRESS
Be Villaqe
Page 2
325 Weslev Drive
CITY
Mecr.anic
Tax Payments and Credits:
Tax Que (page '\ Lme '9)
2. CredIts, Payments
A Spousal Poverty Credit
B Prror Payments
C DISCOU nI
I STATE
PA
I ZIP
17055
(1)
27,459.96
25,080.00
1,320.00
Talal CredIts (A + B + C)
(2)
26,400.00
J InlcresVPenaltv If apphcable
D In1erest
E Penalty
TOlallnterestJPenally (0 .. E)
4 II uno 2 IS qrealer than une 1 .. line 3. enter the dl"crcncc This IS Ihe OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
5 II Lme , .. une 3 15 qrcater than line 2 enler the OIt1erence. ThiS IS the TAX DUE.
A Enlor the Inlerest on the fax Clue
B En1Cf the tolal olune 5 .. SA ThiS IS the BALANCE DUE.
Make ChOCk PavaOI. 10: REGISTER OF WILLS. AGENT
(3) 0.00
(4)
(5) 1,059.96
(SA) 0.00
(58) 1,059.96
J
o
Ictaln me use at Income ot the propertv tlanslCTlccj;
rclam tho nghllo deslqnalo wno shall uso mo property transferred or Its income:
/Clarn a reverSIonary INerest or
IN THE APPROPRIATE BLOCKS
Yes No
~ ~
8 ~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"
Old decedent makO a transfer ana
c
"
a receIve Ihe promtse lor Ille 01 either payments. benefits or care?
II death occurred atter December 12. , 982. did dcccdcnllransler property within one year of death
....tlhoul recelvmg adequate conSider allan?
Did decedent own an In lrusl for or payable upon dealh bank account or security at his or her death?
Old decedent own an InO\\lloual RetlfC1TlCnl Account annurty, or other non-probate property which
contains a beneflCtary dCSlonalJon?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
o
ll.S
J
.
Undcr ccnaltJcs 01 pequry, I doctarc tnal r ~a"e examrnnd thIS rerum, Includmg accompanying schedules and statements, and to the best of my
knowled and bellef. It IS true. corrcel ana complete OOClaratlon of preparer olher than the personal representative IS based on information of
wh Ch carer has an k led e
ESPONSI
C'" tAL MANAGEMENT GROUP. T/lJ{
..,
",;". AOELPHIA, PA 19109-1199
DATE
ADDRESS
;~, ".t~I!'\;l' ~~al" en O' aI1~. ..;"1,,, , ':134 an::l ::I!"~'I!' ~~"''''''V j. '.35 j"", 1,10 '..sll!' """osed on the net value at Iransters 10 orfor use
'1 P ',. II ""0; '411' 1110.'1
;-~, r:lJ:~~~' ~1!'''1'' ('" 0' 41ter J.I"ua.",' ~ "9~, :~e:JC '.1:11' ~ ....oo~~o D" I"e "I!'t ..alu' Of t'ansfers to or tor the use of the SUrVIVing spouse IS O%{72 P.S. i 9116(a)(1.1)(ii)].
. ~I!' ~'..sl~'. ;;:;;;U;:;;;~J:.Atlmg,l a I'Jl"~I~' l'l <ll ~..'" .~~ H;~~~' "~'" !J._. J."::I1"e \lJ.lulor'l" reQuirementS for disclosure of assets and filing a tax return are stillapl1hcable
even if
'~e ~w'. ....<; ~::lO"~' ,'> I'"e """V tlenel'c'a...,
, ,,::u..\;;' ::I!'al" a.. D' .ttt~I..;"I.." .;'GOO
'~~ u_ '..sl~ ''''O::l~~O Dn Il'le fie! ...41". 011...s..\11!"5 ,,~... a :;!~e~u~O en.." t...~n1V-(l'" Vea.rs of age or YOUl'Iger at death to or for the use ot a natural parent, an adoptive
parent,
'4 ~'''~~J'I!'~I '" j"", O""::I.S 0.'01'1 P 'J.1I~1'''"..' = :
'~.. t.10' .Hi' ''''OC\~O "" '''I!' "I!'I "411.111' o' 1..1..\......!- c' ,-, '~I!' ,,~. 0' j"~ jI!'CI!',,~..'s "fleal oen.flc'arl~S IS 4.5%, ellcept as notea in 72.P.S,S 9t Hi(t.2.1
[72 P.S.19116\a}(1)).
'~I!' 'lO .,,~ ....tH'...d <:0" l"ll' "el "Jl\"~ OJ ~'Jl"\'I!" ~ .; ,. -, '~I!' ..... ." !'" j~O"'t1~." 5 5' 01'"9S'5 11% [72 P.S. Ii 9116(a)(1.3)]. A Sibling IS defined, under Section
9102, as an individual
.....0 ''-'~..s1 ."45l ~..", oJ..e"l ,,, cO......O.. ...'1" !"'I!' ::I!':"';:~~' "''''''!''~' Ov 0 OOd D' 4::1001,0".
o PA'S002
-.fI'"1<J156
:~cv' ~~'.' """,~,.,,'1'''''''c'' l. P - ~')""~ 5ollw4'I!'Onfy
Estate of: D:>rothea S. Ienker
,
21-01-0333
The follcwing person(s) are signing the retum as representative(s) of the estate:
First Union National Bank
123 S. Broad Street - PAl30S
Philadelphia. PA 19109
REV,1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
D:lror:hea S. Lenker
SCHEDULE E
CASH. BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
"'crude croce.as p' H'Qat.on & :1.11" p'oceedS w"." 'eCf"veo tlv '''e enate. AU
21-01-0333
-owned with rl ht 01 survivorship must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
ITEM I
NO I
DESCRIPTION
1 Firsr: Union Nar:ional Bank
CIA ~ :000590271827
1,153.69
2 Beaudry Oral Sll..rgery - Refund of overpayrrenr:
150.00
3 rtlC 3ank - Savings Accounr:
1,001. 80
4 ,Casn recelved :rom Cap Blue Cross Pa Blue Shield - benefits paid
:or services 01/15/01
44.80
5 Cash received :rom GE Capital Assurance - refund on uearned
pre:ru ~"TI
351. 19
~ :-i::any style ,iia.'n::nd .~..'1gagerrer:t ::--ing set
::": pl.at:..'lu'11
?>>r:;ppraisal prepared by Henderson & Co Jewelers)
4,500.00
7 :....acTl'S :Jiarro:1cl Sarto Ri:1g
?>>r- appraisal prepared by Hender-son & Co Jewelers)
375.00
8 Wdy's Jiarror1d ?dshicn Ring
per- appraisal pr-epared by He.'1der-son & Co. Jewelers)
2,800.00
TOTAL (Also enter on line S. Reca itulation) $
(II morc soacc 13 needed Insert additional sheets of the same size)
10,376.48
7 CPA81 ','. . ~,,'~
;: y' ;~. + '~, . .....""" "~J.. . .~, ....,r.'
REV-'510 EX. (1-97)
COMMOt~WEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
D::>rot:hea S. Lenker
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-01-0333
ThiS schedule must be completed and tiled II the answer to any of questIons 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NO
DESCRIPTION OF PROPERTY
INCLUDE NAME OF THE TRANSFEREE. THEIR
RELATIONSHIP TO DECO & DATE OF TRANSFER
ATTACH COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
% OF EXCLUSION
DECD.S (IF
INTEREST APPLICABLE)
TAXABLE VALUE
D::>rothea S. Lenker created a
Revocable Tnlst Agreerrent with
CoreStates Hamilton Bank, N/K/A
First Union National Bank, trJSt:ee,
dated 5/24/91, as amended to
3/9/2000.
(Account # 15191637881
1
The assets that comprised this
Tnlst Account as of date of deat:h,
have been revalued as of 3/2/01, as
follows: I
i
41,889.509377 Uts. Evergree.!1 Incarel
plus Fund Cl I (Fd #4611
655.286 Uts. Evergreen Core Equity I
Fund Cl I (Fd #457) I
231,582.34
2
47,488.58
3 155.557 Uts. Evergree~ Strategic
Value Fund Cl I (Fd #450)
35,563.44
4 Principal Cash balance of TrJSt:
Account as of 3/2/01
4,799.96
5 Incare Cash balance of Trust:
Account as of 3/2/01
6,979.99
6 500 Shs. BellScuth Corp.
21,005.00
7 360 Shs. Verizon Corrmunications
17,823.60
7 CPA01
..TF'0910
TOTAL (Also enter on line 7. Recapitulation) $
(If more space IS needed. Insert additional sheets of the same siZe)
365,242.91
:JV"l'" ~...,,,..s :.);Jll...."'e un!",. 1991Nelco. Inc.
.
REVOCABLE :'\U;-';AGDfE:\T TRt:ST
between
:JOR',lT"L\ S. LE:."KD,
. ".' :~: 'l' - 9;'
/", __( .... C'
and
~
CoreStates
Hamilton Bank
~) . ': ..~, ",' I '> : ,,'
~
CoreStates
Haminon Bank
REVOCABLE ~ANAGE:\1ENT TRUST
I. ...... Jorothea S. Lenker..... of....... .Cumb.erla.nd................... County, Pennsylvania.
herebv transfer certain property to Hamilton Bank as trustee, to hold it and any additions to it 1:-1 TRUST as follows:
DISPOSITIVE PROVISIONS
I. Lifctimc Trust: DUrInI'( mv liietlme. mv trustee shall keep the principal invested and shall distribute the net income
and the prIncipal as iollows:
.'1. .'Is much-even Ii all-oi the nellncome and the principal as 1 may from time to time direct in writing shall be paid
eIther to me or as I may ':)pecliy:
B_ .-\, much of the nellncome and the prInCipal as my corporate trustee may from time to time think desirable for my
"r mv spuuses welfare. comfort or support shall be applied directly for those purposes if 1 am, in my corporate
:ru::;tee'~ opinion. disabled tn any way: and
C. .-\nI' cematntng nellnCOme ,haillrom time to time be accumulated and added to the principal.
11. Disposition at Dcath: ['pon mv death mv tcustee shall pay the then remaining principal and any undistributed
,nc"me to the bene!lClanes and In the amounts set iorth in my Last Will and Testament, provided. however, no such
:unds 'hall be used to pav mv bequests ior a speCliic sum oi money unless, and to the extent. that the assets of my
estate 'hall be tnSutf,clent to tulflll any such bequest. [n theevent I die intestate. 1 direct my trustee to pay theentire
(orpus I){ thIS tru:,t to my pt'r~ona! repre~entatl\"e for distribution as pan of my estate.
.\D:\II:\ISTRATIVE PROVISIONS
Ill. PO\H'rS Rcscrvcd by :\Ic: I shall have the iollowtng powers. exercisable whenever and as often as 1 may wish:
.-\_ T" wIthdraw anv part cJr all ot the pnnClpal:
B. To add to thts trust upon appro\'al and acceptance by my trustee: and
l. To altar or revoke thl, tcust In whole or In part by a writing-other than a will.delivered to my trustee: provided
thaI no alteration ,hall Increase mv corporate trustee's responsibilities without its written consent.
1\' Protcctive Provision: :0;0 Interest tn lncome or principal shall be assignable by, or available to anyone having a
-:lalm al'(alnst. a beneiiclar\' before actual payment to the beneficiary.
\" :\Iana~emen( Provisions: I autho,nze my trustee:
.'1 To retain and to ]n\'est tn all iorms oi real and personal property (including common trust funds managed by
Hamilton Bank and. or anv of ItS aiiil,ates and stock or other securities of CoreStates Financial Corp.). without
bt..tnl< confined to tn\'<'Slments aUlhorIzed by a statutory list and without being required to diversify;
B. Tel compromise claims and to abandon any property which. in my trustee's opinion, is of little or no value;
C. To hold reasonable amounts oi cash untn\-ested in any bank or trust company, including Hamilton Bank. for such
perIods oi time as my trustee deems reasonable for the efficient administration of any trust hereunder;
[) Tl) hold propt.:'rty unreglSlt'red nr In tht' name of a nominee:
E. 1'0 borrow trom anyont'o t.'\'t'n It t ht.'It'ndt.'r IS a lrustee hereunder, and to pledge property as security for repayment
qt the funds borrowt'd:
.
PAGE TWO
F. To sell at public or private sale. to exchange orto lease for any perIod oi tIme. any real or personal property. and to
give optIons ior sales or leases:
G. To Join ]n any merger. reorganizatlOn. votlng.trust plan or other concerted action of security holders. and to
delegate discretlOnary duties WIth respect thereto:
H. To pay iunds disbursed dUrIng my disability to such person or persons as my corporate trustee may select (the
receipt oi such person or persons to discharge mv trustee completely as to such payments);
I. To allocate any property received or charge Incurred to prlnctpal or Income or partly to each. without regard to
anv law deiinlng principal and income. as my corporate trustee mav think appropriate: and
1. To distrIbute in cash or in kind.
These 3uthorItles shall extend to all propertv at an" time held OV m" trustee and shall continue in full force until the
actual d]strIbutlOn oi all such propertv. .-\11 powers. authorities and dbcretlon granted by this deed shall be in addition to
those grJnted by 13\1,.' and shall be exercisable without (ourt Juthonzauon.
\'1. Compensation: Hamilton Bank shall recel"" compensatIon :n accordance with its standard schedule of fees in
effect \I.:hilt ItS :,erVlces are performed.
\'II. Situs and Governing Law: The Situs oi all trusts hereunder shall be In the Commonwealth of Pennsylvania. and
all questIOns regarding the validity. diec!. or Inter;JCl.tat]<Jn 'li: his deed or the administration oi the trusts hereunder
,hall be gO\'erned by the law oi Pennsvl\'Jnl3.
EXt:cuted
'!ay
,.
--
. l~:) I
1'~
r_.'. I'C:;'_,/~ ~. (~,_"
(
-~
R2-,J~
JCROT"E.\ S. LE:,KER
/ //' !/
SlAtE OF PE:-::-:SYLV.-\:-:L-\
(OC:-:TY OF ~ 55.
On 5"..2.719 'I ( ,beiore me. the underSIgned oiiicer. personaih' appeared ~ c r 0'* -e u.. So Ce Y\ Ice ('
and in due iorm oi law acknowledged the ior~gOlng Instrument to be hIS act and deed and desired the same to be recorded as such.
Witness my hand and nota PHYL~~~oc:;"":: .;~:~~ ,.:, " 'ald. 't<:d~ rV /
:br::;: '. ~ .~::.'...F,.~.,..~ ;", Notary p~
r..~"I CC~,"7:. :. l~ _ '~.. _
:-"ly Commission Expires:
The ioregolng deed llf trust was delivered. and ]s herebv accepted. at +i"</lC/;' '/1'1 . Pennsylvania, on 11"1 .:( Y
, 19'7/
Hamilton Bank
BY 4! '_/~ W~
,--,eo 5 r CJ P/= /C; :e.....e......
II
,I
I'
.
TRUST AGREEMENT
BETWEEN
DOROTHEA S. LENKER
AND
HAMILTON BANK
OF MECHANICSBURG, PENNSYLVANIA
DATED: AUGUST 12, 1991
II
['
I
':
THIS AGREEMENT OF TRUST, executed this 12th day of August,
1991, by and between DOROTHEA S. LENKER, of 466 Bethany Drive,
Mechanicsburg, Pennsylvania, hereinafter referred to as "SETTLOR", and
HAMILTON BANK, of Mechanicsburg, pennsylvania, hereinafter referred to
as "TRUSTEE".
ARTICLE I
1.01 TRANSFER IN TRUST
The Settlor has transferred and delivered to the Trustee the
property described in Schedule "A", which is attached hereto and is
~ade a part hereof, the receipt of which is hereby acknowledged by the
Trustee.
Such property and all other property transferred to and
received by the Trustee to be held pursuant to this trust shall
constitute the "Trust Estate" and shall be held, administered and
distributed by the Trustee as hereinafter provided.
1.02 ADDITIONS TO TRUST ESTATE
The Settlor, either during her life or by will at her death,
or any other person, shall have the right at any time to add other
property acceptable to the Trustee to the trust. Such property, when
received and accepted by the Trustee, shall become part of the Trust
Estate.
ARTICLE II
REVOCATION OF TRUST
2.01 REVOCATION DURING LIFE OF SETTLOR
During the life of the Settlor, this trust may be amended,
altered, revoked or terminated, in whole or in part, or any provision
'I
I
, .
hereof, by an instrument in writing signed by the Settlor and delivered
to the Trustee.
2.02 DETERMINATION OF SETTLOR
Settlor shall have the right to determine whether Trustee is
to retain complete investment discretion or whether Trustee shall be
required to consult with Settlor concerning any changes to be made in
the investment portfolio.
2.03 CotrSENT OF TRUSTEE TO AMENDMENT
The trust may not be amended to change the obligations,
duties or rights of the Trustee without the written consent of the
~~ustee to such a~end~ent.
2.04 TReSTEE'S DCTIES ON REVOCATION
If the entire trust is revoked by the Settlor, the Trustee
shall transfer to the Settlor all of the Trust Estate and shall execute
and deliver to the Settlor all instruments which are necessary or
appropriate to release all interests of the Trustee in the trust.
2.05 IRREVOCABILITY OF TRUST ON DEATH OF SETTLOR
From and after the death of the Settlor the trust created
hereby shall become irrevocable and shall not be altered or amended.
'-RTICLE III
DISTRIBUTIONS BY TRUSTEE
3.01 NET INCOME TO SETTLOR
During the life of the Settlor, the Trustee shall pay to or
apply for the benefit of the Settlor in quarterly or other convenient
2
installments all of the net income from the Trust Estate unless other-
wise directed in writing by the Settlor.
3.02 INVASION OF PRINCIPAL FOR SETTLOR
The Trustee may pay to or apply for the benefit of the
Settlor, in addition to the net income from the Trust Estate, such
amounts from the principal of the Trust Estate, up to the whole
thereof, as the Settlor in its discretion may from time to time deem
necessary or advisable for the Settlor's use and benefit or as the
Settlor may from time to ti~e request in writing. If at any time or
times the Settlor is under a legal disability, or by reason of illness
or mental or physical disability is, in the opinion of the Trustee, as
certified by Settlor's personal physician, unable to manage her
affairs, the Trustee shall use the income and such part or all of the
principal of the Trust Estate as it deems necessary or advisable, in
such manner as it deems best, for the care, support, comfort and
maintenance of the Settlor, or for any other purpose the Trustee deems
to be in the best interest of the Settlor.
3.03 PAYMENT TO SETTLOR'S ESTATE
On the date of death of the Settlor, Trustee shall payout
of the income or principal of the Trust Estate, at its discretion, the
expenses of the funeral and burial, including a grave site, marker and
perpetual care, if deemed appropriate, of the Settlor, along with any
and all lawful and necessary administration expenses and Federal and
State Inheritance taxes due, unless the Trustee determines that other
3
.
adequate provisions have been made for such expenses. Said payment or
payments shall be made to Settlor's estate.
3.04 TERMINATION
After the death of the Settlor and payment of the expenses
of her last illness, funeral and burial, and other expenses authorized
by this Trust Agreement, this Trust Agreement shall be deemed termi-
nated and the Trustee shall distribute all the rest, residue and
remainder of all principal and accumulated income as follows:
(A) I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, as follows:
(1) Ten (10%) percent but not less than Twenty-five Thousand
and No/100 Dollars ($25,000.00) thereof to my daughter, ANN E. LENKER,
outright and absolutely.
(2) Ninety (90%) percent or the remainder thereof to my
hereinafter named Trustee, IN TRUST, to hold, manage, invest, and re-
invest same, and to use and apply from time to time such portion of
income and principal for ANN E. LENKER'S support, maintenance and
welfare, for as long as she may live, as my Trustee, in its sole
discretion, deems advisable, provided, however, that said payments be
made in regular installments, said installments being at least on a
quarterly basis. The Trustee, in exercising its discretionary
authority with respect to the payment of income or principal of the
4
within Trust to ANN E. LENKER, shall take into consideration any income
or other resources available to ANN E. LENKER from sources outside this
Trust. In addition, my hereinafter named Trustee shall have the right,
in its sole discretion, to purchase and pay for out of the principal,
as well as income, such insurance policies as will provide for the
proper medical care of ANN E. LENKER.
(3) Upon the death of ANN E. LENKER, or in the event that
ANN E. LENKER predeceases me, I direct that the interest of ANN E.
LENKER in said Trust shall cease with any income and principal, along
with the remainder of my Estate, being dividided as follows:
(a) Fifty (50%) percent thereof to the SCHOLARSHIP ENDOWMENT
FUND OF THE CLASS OF 1933 OF GETTYSBURG COLLEGE, Gettysburg, Pennsyl-
vania.
(b) Twenty-five (25%) percent thereof to the ENDOWMENT FUND
OF THE ZION LUTHERAN CHURCH, 4th and Market Streets, Harrisburg,
Pennsylvania.
(c) Twelve and One-half (12-1/2%) percent thereof to the
HARRISBURG HOSPITAL, Harrisburg, Pennsylvania.
(d) Twelve and One-half (12-1/2%) percent thereof to the
CARE ASSURANCE FUND OF BETHANY VILLAGE, Mechanicsburg, Pennsylvania.
5
.
ARTICLE IV
POWERS OF TRUSTEE
4.01 RETAIN INVESTMENTS OF SETTLOR
The Trustee is authorized to retain in the trust for such
time as it may deem advisable any property, including shares of its own
stock, received by it from the Settlor, whether or not such property is
of the character permitted by law for the investment of trust funds,
and to operate at the risk of the Trust Estate any business or property
received by it from the Settlor.
4.02 MANAGEMENT OF TRUST PROPERTY
The Trustee shall with respect to any and all property which
may at any time be held by it in trust pursuant to this Agreement,
whether such property constitutes principal or accumulated income of
any trust provided for this Agreement, have power, exercisable at the
Trustee's discretion at any time and from time to time on such terms
and in such manner as Trustee may deem advisable, to:
(A) Sell, convey, exchange, convert, improve, repair,
manage, operate and control;
(B) Lease for terms within or beyond the term of any trust
provided for in this Agreement and for any purpose, including explora-
tion for and removal of gas, oil, and other minerals; and enter into
any covenants and agreements relating to the property so leased or any
improvements which may then or thereafter be erected on such property;
6
(C) Encumber or hypothecate for any trust purpose by
mortgage, pledge or otherwise;
(D) Carry insurance of such kinds and in such amounts at
the expense of the trusts provided for in this Agreement as the Trustee
may deem advisable;
(E) Commence or defend at the expense of any trust provided
for in this Agreement such litigation with respect to any such trust or
any property of the Trust Estate as it may deem advisable;
(F) Invest and reinvest the trust funds in such property as
the Trustee may deem advisable, whether or not of the character
permitted by law for the investment of trust funds, specifically
including, but not by way of limitation, interests in any common trust
fund or funds now or hereafter established and administered by the
Trustee solely for the investment of trust funds;
(G) Vote and give proxies to vote any securities, including
stock of the Trustee, held by it in trust pursuant to this Agreement,
having voting rights;
(H) Pay any assessments or other charges levied on any
stock or other security held by it in trust pursuant to this Agreement;
(I) Exercise any subscription, conversion or other rights
or options which may at any time attach, belong or be given to the
holders of any stocks, bonds, securities or other instruments held by
it in trust pursuant to this Agreement;
7
(J) Subject to any limitations expressly set forth in this
Agreement and the faithful performance of its fiduciary obligations do
all such acts, take all such proceedings, and exercise all such rights
and privileges as could be done, taken or exercised by an absolute
owner of the trust property.
4.03 POWER TO BORROW MONEY
The Trustee shall have the power to borrow money from any
person, firm or corporation, for any trust purpose on such terms and
conditions as the Trustee may deem proper and to obligate the trust to
repay such borrowed money.
4.04 POWER TO LOAN MONEY TO TRUST
The Trustee is authorized to loan or advance its own funds
to the trust for any trust purpose at the rate of interest being
charged by the Trustee at the time such loan or advance is made to
other persons having a net worth equal to that of the Trust Estate for
similar loans or advances. Any such loan or advance, together with the
interest accruing on such loan or advance, shall be a first lien
against and shall be repaid from the Trust Estate.
4.05 DEALINGS WITH SETTLOR'S ESTATE
The Trustee is authorized to purchase securities or other
property from and to make loans and advancements from the Trust Estate
with or without security to the executor or other representative of the
Settlor's estate.
8
ARTICLE V
ADMINISTRATIVE PROVISIONS
5.01 UNDISTRIBUTED INCOME ON TERMINATION
OF BENEFICIAL INTEREST
Whenever the right of any beneficiary to payments from the
net income or principal of the Trust Estate shall terminate, either by
reason of death or other cause, any accrued or undistributed net income
from the Trust Estate undistributed by the Trustee on the date of such
termination shall be held, administered and distributed by the Trustee
in the same manner as if such income had accrued and been received by
the Trustee after the date such beneficiary's right to receive payments
from the trust terminated.
5.02 OTHER INCOME OF BENEFICIARY FOR
DISCRETIONARY PAYMENTS
In exercising its discretionary authority under this Agree-
ment to make payments to or for the benefit of any beneficiary from the
net income or principal of the Trust Estate, the Trustee shall take
into consideration any' income or other means of care, maintenance,
support or education available to such beneficiary from sources outside
the trust that may be known to the Trustee.
10
5.03 SPENDTHRIFT PROVISION
Except as otherwise expressly provided in this Agreement, no
beneficiary of any trust provided for in this Agreement shall have any
right, power or authority to alienate, encumber or hypothecate his or
her interest in the principal or income of such trust in any manner,
nor shall such interest of any beneficiary be subject to claims of his
or her creditors or liable to attachment, execution or other process of
law.
5.04 PAYMENTS TO INCOMPETENTS
In any case where payment is to be made to an incompetent,
the Trustee may make such payment to the guardian for the person of
such incompetent.
5.05 EXERCISE OF POWERS BY INCOMPETENT
Unless otherwise specifically provided in this Agreement,
all powers granted to any person by the provisions of this Agreement
may be exercised by such person at any time during his or her life,
except that if a guardian for the person or estate of any such person
has been appointed by a court of competent jurisdiction then neither
such person nor any such guardian shall have any power to exercise any
powers granted such person by any provision of this Agreement.
.
5.06 DEFINITION OF "INCOMPETENT" AND "INCOMPETENCY"
The terms "incompetent", "incompetency" or other words of
similar import shall be construed as used in this Agreement to refer to
all cases where a guardian for the person or estate of any person
11
II
[
having rights under this Agreement has been appointed by a court of
competent jurisdiction for any reason except minority of such person.
Any person having rights under this Agreement shall be deemed "compe-
tent" and his "competency" shall be unquestioned by the Trustee until a
court of competent jurisdiction has appointed a guardian for the person
or estate of such person.
5.07 DISTRIBUTION IN KIND OR IN CASH
On any final or partial distribution of the assets of the
Trust Estate the Trustee may distribute or divide such assets in kind
or make distribution or division in cash or partly in cash and partly
in kind.
5.08 TAX PROVISION
If upon the death of the Settlor any inheritance, estate,
transfer or succession taxes are assessed against or by reason of the
assets of this trust or the interest of any beneficiaries thereof, the
Trustee shall pay such taxes, including any interest and penalties
thereon, out of the principal of the trust estate as a whole, or make
provision for such payment, without charging them against the interest
of the several beneficiaries. If any such tax is assessed in part by
reason of this Trust Estate and in part by reason of other property,
,
the Trustee shall pay that proportion of the total tax which the assets
of this trust bear to the total property taxed, taking into considera-
tion deductions, exemptions and other factors which it deems pertinent,
and the judgment of the Trustee as to what is a fair and reasonable
12
apportionment shall be conclusive upon all parties interested in this
Trust Estate.
ARTICLE VI
RESIGNATION AND COMPENSATION OF TRUSTEE
6.01 RESIGNATION OF TRUSTEE
The Trustee shall have the right to resign at any time and
on such resignation, the Settlor shall appoint a successor Trustee. In i
the event of the failure, refusal or inability of the Settlor to
appoint such a successor Trustee, the Trustee or any beneficiary of any
trust provided for in this Agreement may secure, at the joint expense
of all trusts provided for in this Agreement and then in existence, the
appointment of a successor Trustee by a court of competent jurisdic-
tion.
6.02 RIGHTS AND POWERS OF SUCCESSOR TRUSTEE
Any successor Trustee appointed as provided in section 6.01
of this Agreement because of the death, resignation or other act of the '
Trustee shall, on such appointment being made, immediately succeed to
all title of the Trustee of the Trust Estate and to all powers, rights,
discretions, obligations and immunities of the Trustee under this
Agreement with the same effect as though such successor were originally
.
named as Trustee in this Agreement.
6.03 COMPENSATION OF TRUSTEE
The Trustee shall be compensated for services rendered under
this trust in accordance with its schedule of fees for services in
13
effect at the time services are rendered.
6.04 BOND
No bond shall be required of the original Trustee hereunder
or of any successor Trustee; or if a bond is required by law, no surety
shall be required on such bond.
6.05 ANNUAL ACCOUNTING
The Trustee shall make an annual accounting to the primary
beneficiary or beneficiaries of the trust created by this Agreement.
The accounting shall include a report of the receipts, disbursements
and the distributions since the last accounting, and the status of the
principal and any undistributed income on hand at the date of the
accounting. The approval of any account by such primary beneficiary or
beneficiaries shall be final and binding upon all persons as to the
matters and transactions shown in that account. Notwithstanding the
foregoing, the Trustee may at any time apply for jUdicial settlement of
the accounts. Any primary beneficiary shall have the right to inspect
the books and records of the Trustee relating to the trust, and the
Trustee shall make such books and records available for inspection by
beneficiary, or by the representative of such beneficiary, at all
reasonable hours.
14
ARTICLE VII
CONSTRUCTION OF TRUST
7.01 APPLICABLE LAW
The trust created by this Agreement has been accepted by the
Trustee of the Commonwealth of Pennsylvania, will be administered by
the Trustee in Pennsylvanra, and the validity, construction and all
rights under this Agreement shall be governed by the laws of the
Commonwealth of Pennsylvania.
7.02 INVALIDITY OF ANY PROVISION
Should any provision of this Agreement be or become invalid
or unenforceable, the remaining provisions of this Agreement shall be
and continue to be fully effective.
IN WITNESS WHEREOF, the Settlor has hereunto set her hand
and seal and the Trustee has caused the execution hereof by its
President and affixing and attesting of its corporate seal the day and
year first above written.
WITNESS:
I ./',/<1
1;',,-,-. rJ ~;.X/
Cj
/;;L;<-tLCl, .,-' 1 Iii 42c,,) (SEAL)
DOROTHEA S. LENKER
ATTEST:
HAMILTON BANK
OF MECHANI CS BURG , PENNSYLVANIA
/). ;;' I' I 11
L.k t--~ ~~ "L-Z--- ..I.~,-p
Ann E. Wulf c:>
. J rust Officer
B~f~
(SEAL)
15
CASH
$20,000
$10,000
182 shs.
300 shs.
200 shs.
857 shs.
$10,000
$20,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$ 5,000
$10,000
$ 5,000
$10,000
$ 5,000
$ 5,000
$ 5,000
SCHEDULE "A"
$ 17 ,013.39
Council Rock PA School Dist. 7.15%
dtd. 6/1/88 due 6/1/2001
Dauphin County PA Hospital Auth.
Rev. 8.125% dtd. 11/1/87 due 7/1/2007
American Real Estate Partners LP
Depositary Unit .
Bellsouth Corp., Common
Nynex Corp., Common
Saloman Brothers Fund, Inc.
Continental Bank NA CD dtd. 3/15/89
9.35% due 3/15/93
Greenwood Trust Co. Del. CD dtd. 1/25/89
9.10% due 1/25/93
Greenwood Trust Co. Del. CD dtd. 9/13/89
8.35% due 9/13/91
Greenwood Trust Co. Del. CD dtd. 10/4/89
8.30% due 10/5/92
Greenwood Trust Co. Del. CD dtd. 12/20/89
8.10% due 12/21/92
Greenwood Trust Co. Del. CD dtd. 3/21/90
8.35% due 3/23/92
Greenwood Trust Co. Del. CD dtd. 6/13/90
8.30% due 6/15/92
CCNB B&~K, N.A. CD #104343 dtd. 10/25/88
due 10/25/91 at 8.65%
Hamilton Bank C.D. #5944694 dtd. 10/26/90
due 1/26/92 at 7.70%
Hamilton Bank C.D. #5778735 dtd. 4/26/90
due 10/26/91 at 8.07%
Hamilton Bank C.D. #5780047 dtd. 5/18/90
due 5/18/92 at 8.11%
Treasury Note 8 5/8% dtd. 5/15/90 due
5/15/93
Treasury Note B 3/8% dtd. 7/2/90 due
6/30/92
Treasury Note 8% dtd. 7/31/90 due
7/31/92
Treasury Note 8 1/8% dtd. 8/31/90 due
8/31/92
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
a~~
SS.
On this, the /CIYA day of a~ , 1991, before
me, the undersigned officer, personally ~p~~ared DOROTHEA S. LENKER,
known to me (or satisfactorily proven) to be the person whose name is
subscribed to the within instrument and acknowledged that she executed
same for the purposes therein contained.
seal.
IN WITNESS WHE~OF, I have hereunto set my hand and official
(]m,,-He
Notary Public
0-
(/
/.2
, '?a/'Ac:l:
My Commission Expires:
NOTARIAL SEAL
CATHERINE J. BARRA. NOTARY PUBLIC
SHIREMA.~STOWN BORO. CUMBERLAND CD. PA.
MY COMMISSION EXPIRES SEPl 9. 1991
COMMONWEALTH OF PENNSYLVANIA
--;)","_ ~,~ SS.
COUNTY OF ~~. '-
On this, the/iT/; day of H"-{. 'T '-{ s / , 1991, before
me, the undersigned officer, personaiiy appeared JOSEPH L. PEASE, known
to me (or satisfactorily proven) to be the person whose name is sub-
scribed as Assistant Vice President and Trust Officer, and who
acknowledges himself to be the Assistant Vice President and Trust
Officer of Hamilton Bank, and that as such officer, being authorized to
do so, executed the within instrument for the purposes therein con-
tained.
seal.
IN WITNESS WHEREOF, I have hereunto set my hand and official
.~.~~.
Notary Pub ic
My Commission Expires:
r.jQT:~~1"~.\.- r-;;;..c,~
P~~'{LL:S f:,'S'.',C'! :':"~::"" ::-,~t!i:
i~a:'-':,;:''''~ ';-i::;:':':~ C::':,-.t'f_ PA
~,~v C:::;;:mi;:~.'J~ E;:J:rlls J1.i>; l~. 1S'~2
is/ CJ 10:Y}'i?'
31~]b I
AMENDED AND RESTATED REVOCABLE DECLARATION OF TRUST
FOR DOROTHEA S. LENKER
BETWEEN
DOROTHEA S. LENKER
AND
FIRST UNION NATIONAL BANK
OF HARRISBURG, PENNSYLVANIA
DATED: KARCH 9, 2000
Trustee shall transfer to the Settlor all of the Trust Estate and
shall execute and deliver to the Settlor all instruments which are
necessary or appropriate to release all interests of the Trustee in
the trust.
2.05 IRREVOCABILITY OF TRUST ON DEATH OF SETTLOR
From and after the death of the Settlor the trust
created hereby shall become irrevocable and shall not be altered or
amended.
2.06 TERMINATION CLAUSE FOR ECONOMIC REASONS
If at any time, my Corporate Trustee, in its absolute
discretion, should determine that this Trust, or any share hereun-
der, is impracticable to administer, my Trustee, may, in full
discharge of its duties, without formal court accounting, make
distribution of the principal thereof to the person then entitled
to the income. Should any such person be a minor, or, in the
opinion of my Corporate Trustee, be mentally or physically
incapacitated, my Trustee may pay the share to the parent or
guardian of the beneficiary, or to any person taking care of the
beneficiary, or, in the case of a minor, may deposit the share in a
savings account made payable to the minor upon his attaining
majority.
ARTICLE III
DISTRIBUTIONS BY TRUSTEE
3.01 NET INCOME TO SETTLOR
During the life of the Settlor, the Trustee shall pay to
or apply for the benefit of the Settlor in guarterly or other
3
convenient installments all of the net income from the Trust Estate
unless otherwise directed in writing by the Settlor.
3.02 INVASION OF PRINCIPAL FOR SETTLOR
The Trustee may pay to or apply for the benefit of the
Settlor, in addition to the net income from the Trust Estate, such
amounts from the principal' of the Trust Estate, up to the whole
thereof, as the Settlor in its discretion may from time to time
deem necessary or advisable for the Settlor's use and benefit or as
the Settlor may from time to time request in writing. If at any
time or times the Settlor is under a legal disability, or by reason
of illness or mental or physical disability is, in the opinion of
the Trustee, as certified by Settlor's personal physician, unable
to manage her affairs, the Trustee shall use the income and such
part or all of the principal of the Trust Estate as it deems
necessary or advisable, in such manner as it deems best, for the
care, support, comfort and maintenance of the Settlor, or for any
other purpose the Trustee deems to be in the best interest of the
Settlor.
3.03 PAYMENT TO SETTLOR'S ESTATE
On the date of death of the Settlor, Trustee shall pay
out of the income or principal of the Trust Estate, at its discre-
tion, the expenses of the funeral and burial, including a grave
site, marker and perpetual care, if deemed appropriate, of the
Settlor, along with any and all lawful and necessary administration
expenses and Federal and State Inheritance taxes due, unless the
Trustee determines that other adequate provisions have been made
4
for such expenses. Said payment or payments shall be made to
Settlor's estate.
In making the payment of the taxes from my residuary
estate, I direct that all shares passing to charitable beneficia-
ries shall be free from tax, and no death taxes shall be appor-
tioned against such benefitiaries. It is my intent that the non-
charitable beneficiaries shall bear all the death taxes attribut-
able to my estate.
3.04 TERMINATION
After the death of the Settlor and payment of the
expenses of her last illness, funeral and burial, and other ex-
penses authorized by this Trust Agreement, this Trust Agreement
shall be deemed terminated and the Trustee shall distribute all the
rest, residue and remainder of all principal and accumulated income
as follows:
(A) Twenty-five (25%) percent thereof to my nephew,
RALPH L. HEAGY, of 241 Shawnee Drive, Belleville, Pennsylvania,
provided that should he predecease me, then to his wife, COLLEEN L.
HEAGY, and, further, if both RALPH L. HEAGY and COLLEEN L. HEAGY
predecease me, then to STEPHEN M. HEAGY, son of RALPH L. HEAGY.
(B) Twenty-five (25%) percent thereof to my cousin,
ELVIN APPLEBY DAVIS, of 1198 Channing Avenue, Spring Hill, Florida,
provided that should she predecease me, then to her issue per
stirpes by representation.
(C) Ten (10%) percent thereof to the SCHOLARSHIP
5
ENDOWMENT FUND OF THE CLASS OF 1933 OF GETTYSBURG COLLEGE,
Gettysburg, Pennsylvania, in memory of my husband, LUTHER A.
LENKER.
(D) Ten (10%) percent thereof to the ENDOWMENT FUND OF
THE ZION LUTHERAN CHURCH, 4th and Market Streets, Harrisburg,
Pennsylvania.
(E) Ten (10%) percent thereof to the HARRISBURG HOSPI-
TAL, Harrisburg, Pennsylvania.
(F) Ten (10%) percent to the SAINT FRANCIS FUND of the
TRINITY EVANGELICAL LUTHERAN CHURCH, camp Hill, Pennsylvania, in
memory of my daughter, ANN E. LENKER.
(G) Ten (10%) percent thereof to the CARE ASSURANCE FUND
OF BETHANY VILLAGE, Mechanicsburg, Pennsylvania.
ARTICLE IV
POWERS OF TRUSTEE
4.01 RETAIN INVESTMENTS OF SETTLOR
The Trustee is authorized to retain in the trust for
such time as it may deem advisable any property, including shares
of its own stock, received by it from the Settlor, whether or not
such property is of the character permitted by law for the invest-
ment of trust funds, and to operate at the risk of the Trust Estate
any business or property received by it from the Settlor.
4.02 MANAGEMENT OF TRUST PROPERTY
The Trustee shall with respect to any and all property
which may at any time be held by it in trust pursuant to this
Agreement, whether such property constitutes principal or accumu-
6
lated income of any trust provided for this Agreement, have power,
exercisable at the Trustee's discretion at any time and from time
to time on such terms and in such manner as Trustee may deem
advisable, to:
(A) Sell, convey, exchange, convert, improve, repair,
manage, operate and control;
(B) Lease for terms within or beyond the term of any
trust provided for in this Agreement and for any purpose, including
exploration for and removal of gas, oil, and other minerals; and
enter into any covenants and agreements relating to the property so
leased or any improvements which may then or thereafter be erected
on such property;
(C) Encumber or hypothecate for any trust purpose by
mortgage, pledge or otherwise;
(D) Carry insurance of such kinds and in such amounts
at the expense of the trusts provided for in this Agreement as the
Trustee may deem advisable;
(E) Commence or defend at the expense of any trust
provided for in this Agreement such litigation with respect to any
such trust or any property of the Trust Estate as it may deem
advisable;
(F) Invest and reinvest the trust funds in such prop-
erty as the Trustee may deem advisable, whether or not of the
character permitted by law for the investment of trust funds,
specifically including, but not by way of limitation, interests in
7
any proprietary mutual fund or funds now or hereafter established,
administered and operated by the Corporate Trustee solely for the
investment of trust funds;
(G) Vote and give proxies to vote any securities,
including stock of the Trustee, held by it in trust pursuant to
this Agreement, having voting rights;
(H) Pay any assessments or other charges levied on any
stock or other security held by it in trust pursuant to this
Agreement;
(I) Exercise any subscription, conversion or other
rights or options which may at any time attach, belong or be given
to the holders of any stocks, bonds, securities or other instru-
ments held by it in trust pursuant to this Agreement;
(3) Subject to any limitations expressly set forth in
this Agreement and the faithful performance of its fiduciary
obligations do all such acts, take all such proceedings, and
exercise all such rights and privileges as could be done, taken or
exercised by an absolute owner of the trust property.
4.03 POWER TO BORROW MONEY
The Trustee shall have the power to borrow money from
any person, firm or corporation, for any trust purpose on such
terms and conditions as the Trustee may deem proper and to obligate
the trust to repay such borrowed money.
4.04 POWER TO LOAN MONEY TO TRUST
The Trustee is authorized to loan or advance its own
funds to the trust for any trust purpose at the rate of interest
8
being charged by the Trustee at the time such loan or advance is
made to other persons having a net worth equal to that of the Trust
Estate for similar loans or advances. Any such loan or advance,
together with the interest accruing on such loan or advance, shall
be a first lien against and shall be repaid from the Trust Estate.
4.05 DEALINGS WITH S~TTLOR'S ESTATE
The Trustee is authorized to purchase securities or
other property from and to make loans and advancements from the
Trust Estate with or without security to the executor or other
representative of the settlor's estate.
4.06 MANNER OF HOLDING TRUST SECURITIES
The Trust may hold securities or other property subject
to this Agreement in its name as Trustee under this Agreement, in
its own name without a designation Showing it to be Trustee under
this Agreement, in the name of its nominee, or the Trustee may hold
such securities unregistered in such condition that ownership will
pass by delivery.
4.07 DETERMINATION OF PRINCIPAL AND INCOME
Except as otherwise specifically provided in this
Agreement, the Trustee shall have full power and authority to
determine, in its discretion, what shall constitute principal of
the Trust Estate, gross income from the Trust Estate and net income
of the Trust Estate distributable under the terms of this Agree-
ment.
4.08 TAXES AND EXPENSES OF TRUST
All property taxes, assessments, fees, charges and other
9
expenses incurred by the Trustee in the administration or protec-
tion of the trusts created by this Agreement, including the compen-
sation of the Trustee provided for in this Agreement, shall be a
charge on the Trust Estate and shall be paid by the Trustee prior
to final distribution of the Trust Estate in full out of the
principal or in full out of the income of the Trust estate, or
partially out of the principal and partially out of the income of
the Trust Estate, in such manner and proportions as the Trustee may
deem advisable.
ARTICLE V
ADMINISTRATIVE PROVISIONS
5.01 UNDISTRIBUTED INCOME ON TERMINATION
OF BENEFICIAL INTEREST
Whenever the right of any beneficiary to payments from
the net income or principal of the Trust Estate shall terminate,
either by reason of death or other cause, any accrued or
undistributed net income from the Trust Estate undistributed by the
Trustee on the date of such termination shall be held, administered
and distributed by the Trustee in the same manner as if such income
had accrued and been r~ceived by the Trustee after the date such
beneficiary's right to receive payments from the trust terminated.
5.02 OTHER INCOME OF BENEFICIARY FOR
DISCRETIONARY PAYMENTS
In exercising its discretionary authority under this
10
I
Agreement to make payments to or for the benefit of any beneficiary
from the net income or principal of the Trust Estate, the Trustee
shall take into consideration any income or other means of care,
maintenance, support or education available to such beneficiary
from sources outside the trust that may be known to the Trustee.
5.03 SPENDTHRIFT PROVISION
Except as otherwise expressly provided in this Agreement,
no beneficiary of any trust provided for in this Agreement shall
have any right, power or authority to alienate, encumber or hypoth-
ecate his or her interest in the principal or income of such trust
in any manner, nor shall such interest of any beneficiary be
subject to claims of his or her creditors or liable to attachment,
execution or other process of law.
5.04 PAYMENTS TO INCOMPETENTS
In any case where payment is to be made to an incom-
petent, the Trustee may make such payment to the guardian for the
person of such incompetent.
5.05 EXERCISE OF POWERS BY INCOMPETENT
Unless otherwise specifically provided in this Agree-
ment, all powers granted to any person by the provisions of this
Agreement may be exercised by such person at any time during his or
her life, except that if a guardian for the person or estate of any
such person has been appointed by a court of competent jurisdiction
then neither such person nor any such guardian shall have any power
11
to exercise any powers granted such person by any provision of this
Agreement.
5.06 DEFINITION OF "INCOMPETENT" AND "INCOMPETENCY"
The terms "incompetent", "incompetency" or other words
of similar import shall be construed as used in this Agreement to
refer to all cases where a.guardian for the person or estate of any
person having rights under this Agreement has been appointed by a
court of competent jurisdiction for any reason except minority of
such person. Any person having rights under this Agreement shall
be deemed "competent" and his "competency" shall be unquestioned by
the Trustee until a court of competent jurisdiction has appointed a
guardian for the person or estate of such person.
5.07 DISTRIBUTION IN KIND OR IN CASH
On any final or partial distribution of the assets of
the Trust Estate the Trustee may distribute or divide such assets
in kind or make distribution or division in cash or partly in cash
and partly in kind.
5.08 TAX PROVISION
If upon the death of the Settlor any inheritance,
estate, transfer or succession taxes are assessed against or by
reason of the assets of this trust or the interest of any benefi-
ciaries thereof, the Trustee shall pay such taxes, including any
interest and penalties thereon, out of the principal of the trust
estate as a whole, or make provision for such payment, without
charging them against the interest of the several beneficiaries.
If any such tax is assessed in part by reason of this Trust Estate
12
and in part by reason of other property, the Trustee shall pay that
proportion of the total tax which the assets of this trust bear to
the total property taxed, taking into consideration deductions,
exemptions and other factors which it deems pertinent, and the
judgment of the Trustee as to what is a fair and reasonable appor-
tionment shall be conclusi~e upon all parties interested in this
Trust Estate. In making the payment of the taxes from my residuary
estate, I direct that all shares passing to charitable beneficia-
ries shall be free from tax, and no death taxes shall be appor-
tioned against such beneficiaries. It is my intent that the non-
charitable beneficiaries shall bear all the death taxes attribut-
able to my estate.
5.09 MINORITY AND INCAPACITY CLAUSE
If a beneficiary is a minor, or in the opinion of my
Corporate Trustee, is incapable because of physical or mental
incapacity of properly using any payments of principal or income to
which he is entitled, my Corporate Trustee may use any payment to
which the beneficiary shall be entitled for the maintenance,
support, health, and education of the beneficiary. Any amounts not
required may be held by my Trustee and invested in accordance with
the provisions covering investments by my Trustee; and any princi-
pal and accumulated income shall be paid over to the beneficiary
upon the termination of his minority or incapacity, or, in the
event of his death, to his personal representative.
13
ARTICLE VI
RESIGNATION AND COMPENSATION OF TRUSTEE
6.01 RESIGNATION OF TRUSTEE
The Trustee shall have the right to resign at any time
and on such resignation, the Settlor shall appoint a successor
Trustee. In the event of ~he failure, refusal or inability of the
Settlor to appoint such a successor Trustee, the Trustee or any
beneficiary of any trust provided for in this Agreement may secure,
at the joint expense of all trusts provided for in this Agreement
and then in existence, the appointment of a successor Trustee by a
court of competent jurisdiction.
6.02 RIGHTS AND POWERS OF SUCCESSOR TRUSTEE
Any successor Trustee appointed as provided in section
6.01 of this Agreement because of the death, resignation or other
act of the Trustee shall, on such appointment being made, immedi-
ately succeed to all title of the Trustee of the Trust Estate and
to all powers, rights, discretions, obligations and immunities of
the Trustee under this Agreement with the same effect as though
such successor were originally named as Trustee in this Agreement.
6.03 COMPENSATION OF TRUSTEE
The Trustee shall be compensated for services rendered
under this trust in accordance with its schedule of fees for
services in effect at the time services are rendered.
6.04 BOND
No bond shall be required of the original Trustee
14
hereunder or of any successor Trustee; or if a bond is required by
law, no surety shall be required on such bond.
6.05 ANNUAL ACCOUNTING
The Trustee shall make an annual statement to the
primary beneficiary or beneficiaries of the trust created by this
Agreement. The statement shall include a report of the receipts,
disbursements and the distributions since the last statement, and
the status of the principal and any undistributed income on hand at
the date of the statement. The approval of any statement by such
primary beneficiary or beneficiaries shall be final and binding
upon all persons as to the matters and transactions shown in that
statement. Notwithstanding the foregoing, the Trustee may at any
time apply for judicial settlement of the statement. Any primary
beneficiary shall have the right to inspect the books and records
of the Trustee relating to the trust, and the Trustee shall make
such books and records available for inspection by beneficiary, or
by the representative of such beneficiary, at all reasonable hours.
ARTICLE VII
CONSTRUCTION OF TRUST
7.01 APPLICABLE LAW
.
The trust created by this Agreement has been accepted by
the Trustee of the Commonwealth of Pennsylvania, will be adminis-
tered by the Trustee in Pennsylvania, and the validity, construc-
tion and all rights under this Agreement shall be governed by the
laws of the Comm0nwealth of Pennsylvania.
15
7.02 INVALIDITY OF ANY PROVISION
Should any provision of this Agreement be or become
invalid or unenforceable, the remaining provisions of this Agree-
ment shall be and continue to be fully effective.
IN WITNESS WHEREOF, the Settlor has hereunto set her
hand and seal and the Trustee has caused the execution hereof by
its President and affixing and attesting of its corporate seal the
day and year first above written.
WITNESS:
.'~ ;1
/. '1/~
/ ~t("f>J/I \, '--
,
/ - -,
/_ C\-.1.-..~' '<...,' <-
f
/e..:.. '":..
(SEAL)
DOROTHEA S. LENKER
ATTEST:
FIRST UNION NATIONAL BANK
OF HARRISBURG, PENNSYLVANIA
,/;7
By:,
(SEAL)
President
16
95-2
9~ 19:14 ESTATE SETT~EMENT
I
ID=717 295 3815
appraisal
I
I
I
1
I
)
,
,
This
\
I
was prepared for the estate of:
Dorothea S. Lenker
First Unio~ National Bank
c/o James D. Bogar
1 West Main Street
l
Shiremanstown, .JP1\. 17011
'j,.,' !
by .,
Henderson & Co.:Jewelers
, I
5202 Simpson Ferry Rd.
Mechanicsburg, FA 17050
(717) 766-7771
his appraisal was prepared April 10f 2001. The price of gold
as $260.00 per au ceo The price of [platinum was $561.00 per
unce.
he following equi
inocular Microsco
stone
ial gauge
able Gauge
ectronic Scale
i
ment
I
el
\
preparing
\ '
this appraisal:
was used in
I
was Henderson; gemologist of the
of America, no~ 3561240.
P92
.
.
.
S5-29-S1 lS:14 ESTATE SETTLEMENT
ID=717 295 3815
PS3
!~
DIAMOND SOLITAIRE RING
Basic "Tiffany" style diamond engagement ring in platinum
(stamped 10' iridium platinum). This ring mounting consists
of a rounded shank measuring 2.54 mm wide X 2.8 mm thick tapering
to 1.68 DIm wide X 1.45 mm thick, a heavy V style four prong
!head holds the single round diamond. Condition of mounting
'at time of examination was very good.
DIAMOND: One Round Old European Cut
.
-.__._.._--~._..
,.. ~
-
~'
~, ~
"""'!"" -.,.-
Diameter: 7.68 mm to 7.82 mm, average 7.75 mm
iDepth: 4.,71 mm . .
Weight: approximately 1.73 carat by formula
'Table: 3'16 mm 3.~ mm,-.-3.75 DIm average, -48' ",-
Crown: 1.i5 Mm, 1 ~%I
Pavilion: 3.01 1'139'
Color: M :
Clarity: 1SI2 *dU, to bruise in center of table
Comments: I This diamond has an open culet &.a medium rough to
grainy gi~dle. A large natural is visible at the girdle
extending ,onto th~ crown. A single large chip has cleaved from
the stone.l This ~hip indents the girdle slightly & extends
about 2 rom down tltel pavilion. NUlllerous smaller chips are
visible. :crown f,\-cets are somewhat abraded. This stone was
most likelr cut b1fore the mid-1920s.
Total weight of d alllOnd & mounting: 3.4 dwt.
,
Estate Value..... ........................................$4500.00*
.
*Based on ~ecent ,u~tion figures for similar product m~nus damage
plus cost ~o recu~ di~mond to ideal standards. Recutt1ng would
dramatical!ly illlpr~ve :the clarity, probably to VS1. The color
and overal~ appea~ance would also be enhanced. The stone could
lose up tOI .50 aa at if recut.
I
i
B5-29-B1 1B;15 ESTATE SETTLEMENT
1D=717 295 3B15
PB4
DIAMOND BAND RING
This ten stone diamond band ring is constructed of 90% platinum-
iridium (stamped)\.: It is a light weight mounting manufactured
by Byard F. Broga~; Inc. of Glenside, PA. The diamonds are
all round brilliant cuts. one diamond is chipped. Stones are
bead set. Condition. of mounting at time of examination was
fair. 1 \
f i
. t 1
I DIAMONDS: Ten Noiuid Brilliant Cuts
Diameter: 1.8 mm! .
,Weight: .025 carat each, approximately .25 ct. t.w.
: Clarity: SI
I Color: G-H
Total Weijht of mruinting I diamonds: 1 ~s-awt. - -v
Estate Value.. -. .1-:..... ............... ............. ..... $375.00*
I ,
I :
, I
*Based On\distres yalue of a similar new item from same cOmpany.
i I
I I
, I
I
!
-
-
-
!ilS-2 -!ill l!il:1S ESTATE SETTLEMENT
ID=717 29S 3815
P!il5
, """ ....,.!lltl"...I. .,lW"
t
-:Ii'_.l..'..'.....~'" _ II ~...,....';"~~~. '.'...~~r' .,'j..................,
PLATINUM DIAMOND FASHION RING
Lady's right hand ring (fashion ring) hand-assembled in platinum
(stamped Platinum-Iridium). Three center diamonds are held
in a diagonal, elevated row of four prong settings forming the
focal point of this ring. Ten more round diamonds (five on
each side) are bead set on the by-pass style shank.
CENTER DIAMONDS: Three Round Old European Cuts
(Left to right from side of ring with quality mark)
1. Diameter: 4.83 mm to 4.93 mm, 4.88 mm average -
Depth: 3.28mm ._.~__~~_. . ____~.......__ _. _. ~.~
Weight: approximately .48 carat by formula
Clarity: VS, i
Color: approximately H
ComlDents: Open ~~~t. Thin to llIedium ~irdle. Girdle is rough
with two naturalsl ~ several small cleavages visible.
I I""
2. Diameter: 4.~2 mm to 4.89 rom, 4.855 mm average
Depth: 3.18 rom I '
Weig~t: approxi~~ely .46 carat by formula
Clan.ty: vS1 I i
Color: approxill1ai~lY H
Comments: Very trin to medium girdle of grainy appearance.
Several small Chi[S are visible. The stone has an irregular
open culet. I
3. Diallleter: 4'j1' l\Ill1 to 4.53 mm, 4.47 mm average
Depth: 2.86 l\Ill1 :
Weight: app,oXimrt,elY .33 carat by formula
Clarity: VS :
Color: approxilDar~lY I
Comments: Mediuml~o heavy frosted to grainy 91rdle with one
small natural. T e culet is open & off~center.
-
S5-2 Sl lS:t5 ESTATE SETTLEMENT
ID~7t7 295 3815
PS6
-
,
~MINOR DIAMONDS: Ten Round Old European Cuts
',Diameter: 2.5 mmte~ch
iweight: approximately .06 carat each, .60 ct. t.W.
I Clarity: VS1 to 911" one is I,
,Color: approximate y H
i Comments: Four of! these stones are chipped; three badly.
ioutlines & facetslare irregular. Stones have open culets.
I '
Total weight of mounting & diamonds: 5 dwt.
Estate Value............................................$2800.00*
!*Based on auction I prices for similar product 1n similar condition.
~~~
-
,. S5~ 2~t S 1
lS:15 ESTATE SETTLEMENT
ID=717 295 3815
PS7
-
purpoliles only.
preparin9 this
Thilil appraisal was prepared for estate
I
G.I.A. qradinc;terminology walil used in
appraisal. ]
The ~alues qiven reprelilent a fair price the items could be
- -- -.-----.---y-..,..,.,.,...,.....,..........-_. . ---~.----......~ ~
expected to bri,nq in a reasonable time period :if sale was -' - .~
necessary to s~ttle the estate. This represents a price similar
objects. in a like condition bring in our area at the time
I 1 ,'" ..' . .'
this aPiraisal ~as prepared.
This aPrraisal oes not represent an offer to buy, nor does
Henders n & Co., have any stake in these i te\1lS.
"'.., .-
-
-
REV-1511EX. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Corothea S. Lenker
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-01-0333
Debts of decedent must be reported on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES;
DESCRIPTION
AMOUNT
1 Reverand Ralph L. Heagy - reirnburserrent for Honorarium,
headstone engraving, entenrent fee
855.66
B. ADMINISTRATIVE COSTS;
1.
Personal Representative's Commissions
Name of Personal Representative(s) First Union National Bank
Social security Number(s)/EJN No. of Personal Representative(s)
Street Address
City State Zip
7,380.00
Year(s) Commission Paid:
2. Attorney Fees Name ; James D. Bogar, Esquire
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
7,380.00
0.00
4. Probate Fees
0.00
5. Accountant's Fees
0.00
6. Tax Return Preparer's Fees
0.00
7 Register of Wills - Probate fees
63.00
8 Cumberland Law Joumal - Legal Advertising expense
75.00
9 Henderson & Co Jewelers, Ine. - appraisal fee
70.00
10 The Patriot News Co - legal advertiserrent
99.24
TOTAL (Also enter on line 9, Recapitulation} $
(If more space is needed, insert additional sheets of the same size)
15,922.90
7 CPA11 NTF10911
Copyright Forms Software Only. 1997 Nelco, Inc.
REV-1512 EX. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothea S. Lenker
Include unrefmbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES. & LIENS
FILE NUMBER
21-01-0333
DESCRIPTION
AMOUNT
1 Alert PhanPacy at Betbany - Balance due for phanPacy purchases
236.14
2 Colonial I:ental Group - Balance due for dentalv.ork
67.50
3 First union National Bank - Balance due for preparation of the
decedent's PA State and Federal 'Inccme Tax Returns for the year
2000
425.00
4 Bethany Village - Balance due for hair care se:r:vices (wash &
set)
11.76
5 Verizon - Balance due for telephone se:r:vices
19.71
6 AT&T - Balance due for leased telephone equiprent
7.83
7 Bethany Village - Balance due for February roan and board
145.75
8 Quantum Imaging & Esate - se:r:vices provided 10/14/00
45.00
9 Lower Allen Township J\rcl)ulance Se:r:vice
280.00
1 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation' $
(If more space is needed, insert additional sheets of the same size)
1,238.69
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1513 EX. (1-97)
COMMClNWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Co=thea S Lenker
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTlONS (include outright spousal distributions)
1 Ralph L. Heagy
241 Shawnee Drive
Belleville, PA
2 Elvin Appleby Davis
1198 Channing Avenue
Spring Hill, FL
FILE NUMBER
RELATIONSHIP TO DECEDENT
00 Not Ust Trustee(s)
Nephew
Cousin
21-01-0333
AMOUNT OR
SHARE OF ESTATE
87,695.70
95,370.70
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See Schedule attached
Total frcm continuation page (s)
7 CPA13 NTF 10913
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
Copyright Forms Software Only, 1997 Nelco, (nc.
(If more space is needed, insert additional sheets of the same size)
175,391.40
175,391. 40
. .
Estate of: wrothea S. Lenker
SOlEOOLE J, Part 2
Charitable and Gove:rnmental Distributions
Item
No.
Des=iption
1 Scholarship Endowment Fund of the Class of 1933
of Gettysburg College
Gettysburg, PA
2 El:rdowm2nt Fund of the Zion Lutheran Church
4th and Market Streets
Harrisburg, PA
3 Harrisburg Hospital
Harrisburg, PA
4 Saint Francis Fund of the Trinity
Evangelical Lutheran Church
Camp Hill, PA
5 Care Assurance Fund of Bethany Village
Mechanicsburg, PA 17055
TC::1ThL. (Carry fonvard to main schedule) . . . . . .
Page 2
21-01-0333
Arrount
35,078.28
35,078.28
35,078.28
35,078.28
35,078.28
175,391.40