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Home My WebLink About88-0262 L�� PETITION FOR PROBATE and GRANT OF LETTERS Estate of LEO J. DETE, JR. No. �� — �0 —'�Cvo� also known as To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 2�7–0 7–0 6 8$ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(�, who is/�8 years of age or older an the executrix named in the last will of the above decedent, dated Ap ri 1 12 � 19 6 0 . z��a��c��ta� (state relevant circiimstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with ll��_last family or princip al residence at 2 2 2 [�1e s t P omf re t S t re e t, Carlisle, PA 17013. (list street, number and muncipality) Decendent, then 81 years of age, died March 21 , 19 8g , at Carlisle Hospital, CarlislE, PA 17013 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 $ 5 , 0 0 0 . 0 0 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County � $ Value of real estate in Pennsylvania $ none situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will �xao��si�(� presented herewith and the grant of letters Testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. � U ,�� b� � �� d�� ; a een e e -�.0 222 West Pom ret St. �'�; Carlisle, PA 17013 �a �w � ° � C W � OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 s� COUNTY OF CUMBERLAND � 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 truly administer the estate according to law. Sworn to or affirmed and subscribed � �� "� • �1�Y�"l.Z� 4TH Ka een . e e o� before me this day of A ril , 19 88 � 222 W. Pomfret St. � • L ' � Car1i �lPi PA 17013 � Register � a � _ �C�-- l � � �� :��'� No. 21 - ss - 262 Estate of LEo J. DETE, JR. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW Ap r i 1 6 , 19 8 8 , 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 A r i 1 12 , 19 6 0, described therein be admitted to probate and filed of record as the last will of Leo J. Dete, Jr. • , and Letters Testamentary are hereby granted to Kathleen A. Dete � WILL BOOK #106 ` y t�' � C� PAGE 8 2 6 ETC. Register of ls MARY C. LEW I S FLOWER, K ER, MORGENTHAL & FLOWER FEES ` Probate, Letters, Etc. . . . . . . . . . $ 18. 00 BY�� ;` Short Certificates( � . . . . . . . . . . $ 6 . 00 Roge TTORNEY(Sup. Ct. I.D. No.) Morgenthal Renunciation . . . . . . . . . . . . . . . . $ I•D. No. 1714 3, 3 Irvine Row, X—Pages $ 10. 00 Carlisle, PA 17013 ADDRESS TOTAL $ 34. 00 APRIL 6 1988 (717) 243-5513 Filed .. . . . . . .�. . . . . . . . . . . . . . . . . . . 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DETE� JR, �� T, Leo J. Dete� Jr.� of the Borou�h of Carlisle� Cumberland i ; ';I C�:�untyr Pennsylvania� declare this instrum�nt to be my Last Will ; � . '�i And Testament� in manner and form followings i ; � il l. I hereby expressly revoke all Wills and Codicils hereto-' �� $ �� fore made b� me, i i � 2. I hereby direct m� Executrix to pay all my just debts, I i � � i� funeral and adminis�rative expenses out of my estate as soon as j i ; ! praeticable after my death, ; Ij i ;� 3. If my wife� Kat�.leen A. Dete� surnives me (and I direct � I j i� that for the purpose of this Item 3 of my Wil.l ; she shall be � � � ! de�med to have survived ms unless it a�pears unmistakal�ly that � P � { f� she predeceased me ) and if the federal estate tax due because of = I � � rr�r death will be reduced by making the gift for her benefit, I � � � � devise and bequeath to my trustees hereinafter named, IN �1'RUST� � I an amount exactly sufficien� �o reduce such tax to the lowest k f ` { � possible figure. A chief obj�ct of this Item 3 is to secure the ; i ; ( full benefit of the marital c�eduction allowable for federal_ estat� ! ? � tax purposes or any similar benefit available under the feder�.l � , � 4 estave tax law in effect when I die. Aceor. dingly, I direct thatr � � (A ) If the marital deduction, or any similar benefit� is allow- � ! ' able wi�h respect to �ny proper�L,y, including property held by the � � � � entireties� which my wife has rec�i�ved prior to m,y dea�h, or �t ' j my death will receive otherwise than pursuant to this Item 3� the � 9 � �. value of. such pro��rty shall be tak�n into considera�ion in cal- _ f � ! culatin� the �izr �; �` ,iz:.:> �,�?_t't; tin:�er this Item 3. (B) No �roperty � �1- n• _ =. � , , � � ineligible f'a�-� �r� rr;�� .�,s.�I �;c.ufact;�nn a11s��r��ble f'or f'ederal estate � i } I � i � tax purpose�� raz� �:.�`� :im.�..3�.r �.:r�.:�;:'3�� e�iall �:e distributed to ; � � j� th�s trust. (�;.` ) :.�zr�p�r°�;;yY �:.�.�.c+r.,;;=;�;� to tl�.iw t rust shall be valu�d � i ;4 �t the valus at which ti��.�:y �:,re �_'��:�:�.��.y includ�d in my gros s es- � �$ � j� i �, �: � :, R �I � i� f fp { �� f �4 � tate for federal estate t�x purposes. (D) My wife� Kathleen A. Dete, is hereb� given a power to appoint the principal of this : trust, by will� to her estate or to others� in such marmer and ' for such estates as she znay appoint, (E) As much of the pr. ineipal; ,. of this t;rust as my trustees r�ay from time to time think advisablE� � f'or the welfare, comfor� and support of my wife� or during illness � �, j �r,;;�� ,:�,` or emer�ency, shalli�e either p�.id to her or else ap�li.ed d3rectly' ; �� a + ' for her benefit b� my trusfiees. In making such invasions of prin-i �'.°E "� � �� ' cipal for th.e benefit of' my wif e� my trust�;es shal�. take into con-� �C ; ' ` ` ' sideration all o�her resourees of my wif'e and all. of her other ; l" y� I' sources of income� (F) If my wife� Kathleen �. Pete, shall fail, ` . k either wholly or in part� to exercise �ffectively the power of ap-� � �'� pointment created in paragraph D, supra, the unappointed principal; ;i; ; s P ;� shall be adced to, and thereafter treated as part of' the princi��l� g;� � �'�� f residuar estat�,. 1 ii�; � � � ,�,, � �!i, !�. T devise and bequeath the residue of my estate, to my ! �jl; truste�s hereinafter named� IN 'i�HUST, for the following uses and E , ��'' purposes : (A ) My wi£e� Kathleen �. Lete, shall be paid the entir� �� ',�Iincome fram the principal, for the term of her natural 1ife, j.n j ,,I, , i�isuch periodic instalments as my trustee shalZ find convenient� but� ';,II ;,, at least as oft�n as quarter-�r�nuallg. (E) As much of' the prin- ! Ij i � cipal of this trugt as my trustees may from tirne to time think � � advisable far the welfare, comfort and support of my wif'e� ar dur-� i� ing �.Z.�LTIP.Ss or emergency, ahall be either paid to her or else ap- � I� , i ii plied directly for her benefi� hg my trustees ; pravided, however� ; + 4 C that no principal of this trust shall �e pdid to m�r wife or appli�� I , for her benefit as long a� any principa�, rema�na in the trust , F ; � created in Item 3� Supra ; and provided further, tha� no trustee # � iwh� is also a benefieiar�r hereunder sh�ll participate in decid�_ng � 1 ' � ; f � { � ! ! �� { i! 4 !� � E � . .,.. �,� � �' i I " . � whether or to what ex�ent principal should be so invaded or ex- per�ded. In makin� such in.vasions af principal for the benef'3.t of ! � II my wi�'e� my trustees sha11 take 3nt� consideration all other re- ! � , ',� sources of my wife and a11 01' her other sources of income. (C ) i TJpon the dea�h of my wife� t�,thlsen A. Dete, the then rerr�ining ( ' prir,.c:�pal shall be distributed to my children in e�}ual. shares . � � 's ,�'' Should an� of' my c�zildren be then und�r the ag�; of twenty-one year�s ' then all o.f sa.id remaining principal shall be retained in trust; ; i ' f'or the foll.a�ring uses and purposes : ! , ! (1) My trustees shall have the power and authority to � j ei�her pay oyer t;he net incnme of the trust property to or � ,� ! for the use and benefit of my children, or to accumulate the3 3 � same� in their sole discretian. The trustees shall be under � , no duty to distribute or use the income egually far eaeh of { # ' zny children, but raay distribute or use it unequally in their � � discretion. The trustees are also authorized and empo�ered ; � to pay over to or �'or the use and benefit of' ang of my child-� r renr whet;her under or over the age of twentg-one years, such � � por�ion or all of the princ�pal of' trie trust estate as in i their sole discretion seems proper, for the maintenance, edu � '� cation or setting up of' a child in �usiness or j.n a professi n or for similar purpaseso The trustees shall be under no dutg� ' I to distr�.bute or use the principal equally for each of my � � chilciren but ma.y distri�ute ar us� principal unequ�.11� in � I,!, i ;� their discretion. My primary object is the support, m�a.inten-� ji I I' ance, etc. of such children as may� be und�r twenty-one yPars � i� of age. When the younges� of my children reach.es the age of f �I -� ._ �-�_.>F� x::-:� ;' twenty-�ne years, then what�ve r r�ma ins of inc ome or princ i- . , � pa1 af my trust estate shall be d istr3.buted equally to m� � � children, the issu� of any deceased c hi1.d takin�* the share ' i� � ! ; : � � � � 's. � � ! I � � � I . ' T i'....� �� _-'�^ ...... � S� ' .i , ; ' their parent would have taken if livingo If any issue of a ; � ' deceased child are under the age of twenty-one years, I ap- ` i ' �; point Far�ners Trust Companp, Carlisle, Pennsylvania, guardian? ;� i of their estat�es. � 5. All federal� state and other death taxes payable because � � ;! i �� of my death, with respect to the property forming rny gross estate � ; Ifor tax �ur. poses, whether or not passin g under this Will, includ- � I � 3.ng any interest or penalty imposed in connection with such tax� f � shall. be considered a part af the expense of the administration � � of my estate and shall be paid out of the principal allocable to � 1 the residuary trust created in Item 4 hEreof without apportionment � � � � or ri�ht of r�imburs ement . ; � � � 6. All shares of principa}. and 3.ncame hereb� given sha11 be � 6 free from anticipation� assignment, pledge or obligations of bene- ' 9 8 ficiaries and shall not be subject to any execution or attachment. ; E � 7. In �he event any of rny� chi].dren are under the age of ; i �ry twen�y-one years an� unma.rried at the �ime of my death and I am th� r»--v�..S�'Y _ g � �„� ! sole surviving parent� then I nominate and appoi.nt �Iiss Catherine ° �; �,. ! t ^ � - l � '��_� S. Dete� of 20 East Dartmore Avenue� Akron� Ohi.o� to be the guard- ; 4 ; 1 ian of' their� persons. � , ,,�, :«�s� ;� � d 8. I appoint my wife� Kathleen A. De�e� Executrix of this � � � � my Last ti�Ji11. Sh.euld m� wife� Ka.thleen A . Dete, fail ta qualif� k � or cease to act as Executrix, T appoint Fa�mers Trust Company, � i Carlisle� Pennsylva nia� Executor of this my Last Will, x 1 �� 9. S appoint mg wife, Kathleen � . Dete and Farmers Trust ' 4 � � Compang� Carlisle� Penns�lvania� Trustees of the trus�s created by � jthis my Last Wi1i. � t � 10. My personal representatives, trustees and guardian shall � � $ have the following powors in addition to those vested in them by � s � � law and by ather provisians of in�r Will ap�;licable to all property i i � � ; t L 1 � � g � � .,d_4 i�R i � ;;;�'._.1� � � � ' , r including property held for minors� whether principal or ineome� ; exercisable without Court appr.aval, and effective untiZ actu�l di�i- �tribi�tion of' all propert��: (A ) To retain any or all o�' the asset�s I of my estate, real or personal. (B) To invegt in all form� of ; � �� property includin� stoc ks� comr^on trust funds and mort�age invest-r i ' ment f'�znds without restrictior_ to investments autherized for YEnn-� �'� � ;� sylvania fiduciar. i.es as they deem proper� without regard to any ; ,; � 'i� principal of �iversif'ic�tion� risk or productiv3.ty. (C ) To a1. lo-� � ; ;� cate receipts and expenses to principal or income oz� �a rtly to p jl � ;i each as m� trustees from time to time think pr. oper in thPir sole ; ,� i !' discretion� but ir� no event shall. the i�come of' the marital deduc-� i ; � ` �� tion trust be reaucec� bs the exerei�e of this poUrer�� and in no ; i �, .i�� ` - + event shall a personal represert;ative or trust�ee �rtio is also a benez- �. s � ;I II ficiaryr hereu.ncler, participatp i.n deciding whether any recEipt or ' , � � ,'f expense should be allocated to pri.ncipal or� income. (D) '�'o se11 � �f � , �S at public or private sale� to e�change or to lease f'or any periodr 4 f ,� �` '� �` of' time any real ar per4onal property�, and to gi.ve options for .r �� , �� _.,`, �• ' � �ts' � sales� exchan�Es or leas�s for such prices and upan �uch terms or �, r:T t `�,� �' � conditions as they deem proper. (F') To barrow money f ram any per�- � t ; son or institution ineludin� my corpor�.t�e Executor-Trustee, and to� d � ' mc�rtg�ge or pledge any or a11 re�l or personal propert5 as theg I � sha11 choose in their sole discretior�, except that no propertg ' �� passing to the trust estab i_ished in Item ? hereof, �h�ll be so ; i ; mortga�;ed or pled�ed. (F� Ta make loans, secured or uns�cured ' � �� in such amounts� upon such �erms and at such rates of intere�t ! � tto m�T children or any af ther,-i, for the purpose ot' ma�ntainin�; or ; �! establ ishing � bus i.ness in which they spend the ma jor �ortion of ' i � the�.r time to earn a livin�*,a ? � IPl �vI'I'NESS 'vvHE�EGF', T hereunta set my hand and seul t his 4� � E �' !� � � 4 ! f �t 1 f 1° 3 � + � . °� P � , .:k,,, �..i� 9 � �.�'. "~�` day of t�,�,�` �_,. i_ , 1960. � , } A �^ / / / t j I f.. � ', 7� ' . � r .'. J i 7�,,,��... = .�r/,��/ '�/C S�Jf]LI) i Leo J;Dete� J�i� ,i ;i j �I i i' � I�I � � { I p II � 'I � 1i f �� i ( �f j '� E !� Y 4( ` i f � Signed, sealed, published and declared by the above named ` ! { � Testator� Leo J. Dete� Jr.� as and f'or his Last Wi11 And Testa- � ; p ment, in our presence, who, in his presence, at his request, and i i � � in the presence of eaeh ather, have hereunto subscribed our names } ; � as attesting witnesses. � i � ` i � i � �. �,.. � i 1 ; i i { ... __� j � � � ` ;:�I,��C; � ,�- `'-� :�._�. � � ` d � � ` i � s i 4 � � f # ' i ` ; i � ; 3 m � � i ` r ' 4 � � r i � � � �� e a i � '�� .�.��a.:.�, � � � 21 - 88 - 262 REGISTER OF WILLS OF OATH OF SUBSCRIBING WITNF,S�C�)U�TY .,� � -----___-- _______�_ --- , . ---- .-- � --------- --- -'=--- (each) a subscrib��Wimes,ti to the�wa�l�� presented I�erewith, (each) 'ng ciuly yualified according to law, depose(s) ancl say�}�that —_ �� --_------- -------- -- Present and saw � --- _----�_ the testat '� — -- -------- . ..t -------------- , sign thc same�that __ ---, request of testat___ �❑ h_ -----------_-- signed as a witness at tlie — prese � and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed an ubscribed before � me this — ----------- —_ dav of -- ------ 19 (yame) r — ---------Xe�is�er ,'�. �Address) ---- (Name) --------- ----____--------- (AddressJ --------_— � REGISTER OF WILLS QF� CUMB.ERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS ----___ _ Roger M. Morgenthal and Erma - -- ___R__Hollingsworth_ ---- -----. (each) a subscriber hereto, (each) bein dul � Y qualified accosding to law, depose(s) and say(s) that th__e� are___ ��ar��a�. w•�th the signature of _Leo J_ ces[ac or_ of ��x �� _Dete, Jr. , _ �#�#��x�`�c�s��) the ti�ill presented herewith and that _ they believe �� testat tor ��Yhe signature on the will is in the har�dwriting oF � --- t:; .ti„ �_.. .�L _________�-,-_ "" ""` °i '=11--.—eir .-_ knowledge and belief. ------------ Sworn to or affirmed and subscribed before me this 4TH y Ro ril 98a of 3 Irvine Row,�NameJ Morgenthal --$__ _ Carlisle, PA 17013 ��" , � ,�, �' ' LEWI �Addres �. Register �' � � �� iJ ,;� ' - � _ rr'�-�'`� Erma R. (Name) Hol ingsworth 20______Hi_gh__Street, Box 3��-, Boiling� (Address/ Springs 1700.7 , ,�.�� ._�, ,� REv-tsoo ex+ (2-87) ' � - �� FILE NUIYlBER �'�� INHERITANCE TAX RETURN � RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IN DUPLICATE DEPARTMENT OF REVENUE 2 1 8 H 2 6 2 POST OFFICE BOX 8327 WITH REGISTER OF WILLS) HARRISBURG,PA 17105-8327 COUNTY CODE YEAR NUMBER F DECEDENT'S NAME (LAST,fIRST,AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRE55 Z 222 W. Pomfret Street o DETE, LEO J. , JR. V SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carli sle, PA 17013 0 277-07-0688 3/21/88 9/15/07 Cumberland co��ry W � � 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return Y a'^ (for dates of death prior to 12-13-82) =00 � 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax (for dates of death after 12-12-82) Return Require d UaO� � 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust �8. Total Number of Safe Deposit Boxes a _ Q (Attach copy of Will) (Attach copy of Trust) ALC�C�It ��NDEWCE At�t3�GE�FIt�ENTIa�.T�kX�I�K��tMA'C1C�t�i SH�?l�#:t#BE t7�iREC1`ET�TL�: � F- NAME COMPLETE MAILING ADDRESS N � � c R ger M. Morgenthal, Esq. 3 Irvine Row � a TELEPHONE NUMBER Carlisle, PA 17013 717 243-5513 1. Real Estate (Schedule A) ( 1) _ nOne J 2. Stocks and Bonds (Schedule B) ( 2) 31. 9 4 - 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) riOri2 4. MorTgages and Notes Receivable (Schedule D) ( q) none 5. Cash, Bank Deposits&Miscellaneous Personal Property( 5) none Z (Schedule E) � none Q b. Jointly Owned Property (Schedule F) ( 6) � 7. Transfers (Schedule G) (Schedule L) ( 7) none ~ 31. 94 Q8. Total Gross Assets (total lines 1-7) ( g) W 9. Funeral Expenses, Adminisirafive Costs, Miscellaneous ( 9) 6 , 951. 17 _ � Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (1p) none i l. Total Deductions (total lines 9 & 10) (��) 6 , 951.17 12. Net Value of Estate (line 8 minus line 11) (12) _ 6 ,��9 .23 __ 13. Charitable and Governmental Bequests (Schedule J) (13) � __ 14. Net Value Subject to Tax (line 12 minus line 13) (14) _6, 9.19 . 23 _ 15. Amount of line 14 taxable at b% rate (15) insolvent x .06 = � __ (Include values from Schedule K or Schedule M.) 16. Amount of line 14 taxable at 15% rate (16) insolvent x .15 = __� _. __ Z (Include values from Schedule K or Schedule M.) � 17. Principal tax due(Add tax from line 15 and from line 16.) (17) � � ? 18. Credits Prior Paymenis Discount Interest � + _ (18) � ---- O 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) � __ X �� 20. If line 17 is greater than line 18, enter the difference on line 20•This•is the TAX DUE. (20) � __ __ A.Enter the interest on the balance due on line 20A. (20A) _ n B. Enter the total of line 20 and 20A on line 206. This is the BALANCE DUE. (20B) � _ Make Check Payable to: Register of Wills, Agent ��B�SU�iE"�Q ANSY��Ct:A�.L'QiJ E��1��C?�1 R�V��Sll��AN13�'Q R��HTCK 1�lATH��w Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the besf of my knowledge and belief, it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all informaTion of which preparer has any knowledge. SIGNATUR OF PERSON RESPONSIBLE FOR FILING RETUR ADDRESS 222 W. Pomfret St. DATE ? �� .v, (y . �� Carlisle, PA 17013 ��Z �� SIGNATU PREPAR R OTHER THA REPRESENTATIVE ADDRESS DATE ; h,, �v� 3 �rv�n� � ��rl�llc d�13 �70(� � Z-�'Z?�P� PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (►�j IN THE APPROPRIATE BLOCKS. YES NO 1 . Did decedent make a transfer and: �/ a. retain the use or income of the property transferred, ....................................... b. retain the right to designate who shall use the property transferred or its income, c. retain a reversionary interest or .................................................................... d. receive the promise for life of either payments, benefits or care? ....................... "� 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death � occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................. 3. Did decedent own an 'in trust for' bank account at his or her death?...................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. LAST WiLL ANll TES'PAMENT OF LEO J. DETE� JR, I, Leo J. Dete� Jr.� of the Borough of Carllsle, Cumberland Countyr Pennsylvania� declare this instrumont to be my Last Will And Testament� in manner anfl form folloNing: 1. I hereby ezpressly revoke all Wills end Codicils hereto- fore made by me. 2. I hereby direct my Eaecutria to pay all my �ust debts, funeral and administrative expenses out of my estate as soon as praeticable after my deQth. 3. If my wife� Krsthleen A. Dete, surnives me (and I direct that for the purpose of this Item 3 oP my Will; she shall be deemed to have survived me unless it appears unmistakably that , she predeceased me) and if the federal eatate tax due because of pq death will be reduced by making the gift for her benefit� I devise and bequeath to i¢y trustees hereinafter named, IN TRUST� an amount exactly sufficient to reduce such tax to the lowest poasible figure. A chief ob�ect oi' this Item 3 is to secure the flzll benefit of the marital deduction allowable for federa.l. estat taa purposes or any similar benefit available under the federal estate tax law in effect when I die. Accordin�ly, I direct that: (A) If the marital deduction, or any similar benefit, is allow- able Hith respect to any property, including property held by the entireties� which my wife has received prior to rqy death, or at my death will receive otherwise than pursuant to this Item 3D the value of such property shall be takan into consideration in cal- culating the size o£ the gift under this Item . 3 (B) No property ineligible 1'or the fiarital deduction allowable for federal estato tax purposes� or any similar benefit, shall be distributed to thia trust. (C) Property allocated to thi� trust shall be naluod at the value at uhich theT are finally included in sr� gross es- I �r `�� tate for federal estate tax purposes. (D) My wife� Kathleen A� '� ..��{ Dete� is hereb Sven a i' 3' B power to appoint the principal of this F , ��'�� trust, by xill� to her estate or to others� in such msrmer and ; a,r. h,,' �< tor such estates as she may appoint, (E) As much of the principal y� � �. ' � of this trust as mry trustees may from time to time think advisable , e+ ',•��,�_. �� t for the welfare, coml'ort and su �,�' _�.� "' pport of my wife� or durin� illness ! � ` "' , (a� "s''�` e�.! or emer�ency, ahallhe either paid to her or else epplied directly - � ,°+ ; for her benefit b� m3r trustees. In makine such invasions of prin- �+S'�` B'' ,� %tF{�� 1 �` �` r" �r', cipal for the benefit of mp wife, my trustees shall take into con- ��a" �;` ; � � ' sideration all other resaurces of rr�r xife and all of her other �}�'„��.," � j , sources of incomeo �F) If my wife� Sathlc�en A. Pete, shall fail, [; either wholly or in part� to eaercise ef�'ectively the pouer of ap- pointment created in parsgraph D, supra, the unappointed principal shall be edded to, and thereai'tor treated as part of the principal of ir�q residuarp eatate. 1}. I devise and bequeath the residue of my estate, to my trustees hereinai'ter named� IN Y'RUST� for the following usQa and purposes: (A) My wife� Kath2.een A. Dete, shall be paid the entir income from the principal� for the term oP her natural life, in such periodic instalments as a{y trustea shall find convenient� but at least as often es quarter-annuallT. (B) As much of the prin- cipal of this trust as mT trustees may from time to time think advisable for the xelfare� comfort and support of my wife� or dur- ing illness or �mergencp, ehall be either paid to her or else ap- plied directly for her benefit �ry rn� trustees; provided, houever� thet no principal of this trust shall be paid to my raire or applie for her benefit as long as any principa� remains in the trust created in Item 3� Supra; and provided itzrther� that no trustee who is also a beneficiary hereunder shall pe.rticipat� in deciding whether or to what eatent principal should be so invaded or ex- pended. In making such invasions oP principal for the benefit of : mq xife� my trustees shall take into consideration all other re- sources of my wife and ell of her other sources of income. (C) Upon the death of my wife� Hathleen A. Dete, the then remc�ining principal shall be distributed to my children in equal shares. �'� ` � �;*� Should any of my c'lildren be then under the a�e of twenty-one yea s then all of said remaining prine3paZ shall be retained in trust for the folloxing uses and purposes: (1) My trustees shall have the power and authority to either pay over i:he net income oP the truat property to or for the use and benefit of my children, or to accumulate the same� in their sole discretion. The trustees shall be under no duty to distribute or use the income ec}ually for each of my children� but may distribute or use it unoqually in their discreti.on. The trustaes are also authorized and empowered to pay over to or for tho use and benefit of any of my child ren� whether under or over the age of twenty-one years, auch portion or all of the principal of the trust estaYe as in their sole discretion seems proper, for the maintenence� edu cation or setting up oi' a child in business or in a professi or for similar purposes, The trustees shall be under no dut to distribute or use the principal equally for each of my children but may distribute or use pr3ncipal unequally in their discretion. My primary obfect is the support, mainten ance� etC. of sueh children as m�ty be under tl.renty-one years oi' a ge. When the youngest of my children reaches the age of 2-l�-t'�7S twenty-one years� then whatener r�emains of income or princi- pal of ir{y trust estate shall be d istributed equally to my children, the issue oP any deceased c hild taking the share i their parent would have taken if lininR� If any issue of a deceRsed child are under the age o1' tHenty-one years� I ap_ point Farmera Trust Company� Carlisle, Pennsylvania, guardian of their estates. 5. A1Z federal� state and other death taxes payable because oP �r death, with respect to the propertg forming mg p,ross estate for tax purposes, Hhether or not passing under this Will, includ- ing any interest or penalty imposed in connoction with such tax� shall be considered a part of the expense of the administration , of my estate and shall be paid out of the principal allocable to the residuary truat created in Item !� hereof without apportionment or right of reimbursement. 6. All shares of principal and income hereby eiven shall be free from anticipation� assignment, pledge or obligations of bene- Ticiaries and shall not be subject to any execution or attachment. 7. In the event any of my children are under the age of txenty-one years and unmarried at the time of iqy death and I am th �-�'� - �,,, �,r��;�s:( sole surviving parent� then I nominate and appo3.nt Miss Catherine ��t' �'�"� �"'t. 'a. Dete� of 20 East Dartmore Avenue� Akron� Ohio� to be the guard- J �r '�'• �•; '�'��.,, ian of their person�. J`�.v �",.n�m,ii 8. I appoint mq wife� Kathleen A. Dete� Executriz of this my Last Will. Should my wife� I{athleen A. Dete� fail to qualify or cease to act as Ezecutrix� I appoint Farmers Trust Company, Carlisle� Pennsylnania� Ezecutor of this my Last Will. 9. I appoint my wife� Kathleen A. Dete and Farmers Trust Company� Carlisle� Pennsylvanie, Trustees oP the trusts created by this my Last Will. 10. My personal representativea, trustees and guardian shall have the following poHors in addition to those vested in them by lax and by other provisiona of my Will applicable to all property inoluding property held for minors, whether principal or income� exercisable xithout Court approval� and effective until actual di - tribution of ell property: (A) To retain any or all of the asse s of my estate� real or personal. (B) To invest in all forms of property includin� stocks� corrunon trust funds and mor•tgege invest ment funds without restriction to investments authorized for Penn sylvania fiduciaries as they deem proper� without regard to any principRl of diversification� risk or productivity. (C) To allo cate receipts and ezpenses to principal or income or Ea rtly to each as my trusteea from time to time think proper in their sole discretion� but in no event shall the income of the marital deduc ; ' tion trust be reduced by the exercise of this ` r+�� po��er� and in no �" �,�,-� event shall a personal representative or trustee who is also e ben .- , ` .S.N r ', �t.�^ ' ficiary hereunder� participate in deciding whether any receipt or �,r• ` � e•: ;�; ' ,4;.� expense shauld be allocated to principal or income. (D) 'Po soll G .� � :,,, . , « � at public or private sale� to exchange or to lease for any period � t '' t� L^"�� '''�� of time an real or �i�.��,�.�•" Y personal property, �nd to give options for �'� �" ?�`b sales� exchanges or leases for such prices and upon such terms or �•'`� �,�yv^� .� conditions as they deem proper. (F') To borrow money f rom any pe iv � • ,,�'� son or institution including my corporate Ezecutor-Trustee, and to mortgage or pledge any or all real or personal property as they shall ctioose in their sole discretion� except that no pr�operty passing to the trust eatablished in Item 3 hereoS', shall be so mortgaped or pledged. (F) To make loans, secured or unsecured in such a mounts� upon such terms and at such rates of interest to my children or any of them, for the purpose of maintaining or establishing a business in which they spend the ma�or portion of their time to earn a living, IPl WI'1'NESS WHEttEOF� I hereunto set my hand and seal this i � , . �'- aay or � l.L ,.r f. , 1960. �' y ,� l � °�i`�n � �:/ '� (-�� (s�L) Leo : Dete� t�� t � , Signed, senled� published and declared by tho above named Testator, Leo J. Dete� Jr., as and for his Last Will And Testa- ment� in our presence� taho� in his presence� at his request� and in the presence of each other� have hereunto subscribed our names as attesting witnesses. �-, �, r.�,� c_ . ��'�-�r . , �°��, .i� --.—_--_-- REV-1503 EXt(9�81) COMMONWEALTH OF PENNSYLVANIA SCHEDULE "B" INHERITANCE TAX R�TURN S�OCKS ANQ BONDS RESIDENT DECEDENT ESTATE OF FlLE NUMBER DETE, LEO J. , JR. 21-88-262 (All property jointly-owned with Rieht of Survivorship must be disclosed on Schedule"F") ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 7. One share of common stock of General Public Utilities Corporation, Certificate No. GPU191792 $31. 94 2. 213, 331 shares of common stock of Legacy Oil Co. , Certificates Nos. 29, 35, 207 worthless TOTAL (Also enter on line 2, Recapitulation) $31. 94 (If more space is needed insert additional sheets of same size) REV-1511 Ex+(12-85) SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN MiSCELLANEOUS EXPENSES Please Print or Type RESIDENT DECEDENT ESTATE OF FILE NUMBER DETE, LEO J. , JR. 21-88-262 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1. hoffman—Roth Funeral Home, In�. , funeral 4, 339 .20 B. Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees to Flower, Kramer, Morgenthal & Flower 500. 00 3. Family Exemption Claimant Kathleen A. Dete Relationship Wife 2, 000 . 00 Address of Claimant at decedent's death Street Address 222 W• Pomfret Street City Carlisle State PA Zip Code 17013 4. Probate Fees - Register of Wills, Cumberland County 28. 00 C. Miscellaneous Expenses: 1. Register of Wills, Short Certificates 12. 00 2. The Evening Sentinel, Estate Advertising 31. 97 3. Cumberland Law Journal, Estate Advertising 30 . 00 4. Register of Wills, filing Inheritance Tax Return 10. 00 TOTAL (Also enter on line 9, Recapitulation) $ 6 �951. 17 (If more apace is needed, insert addifional sheets of same size) REV-1513 E%+ (2.87J '�� SCHEDULE J COMMONWEAITH OF PFNNSYWANIA BEN EFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DETE, LEO J. , JR. 21-88-262 ITEM NAME AND ADDRE55 OF BENEPICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: �� Kathleen A. Dete surviving entire estate 222 W. Pomfret Street wife Carlisle , PA 17013 ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE B. Charitable and Governmental Bequests: l. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed, inserF additional sheets of same size) u.tt. ��i�)��'S Sl).�icC'(.O..�.�V(..Establishcd 134d Richard B. Pursell Senior Vicc President April 12, 1988 Roger M. Morgenthal Flower, Kramer, Morgenthal & Flower Three Irvine Row Carlisle, Pa. 17013 Re: Estate of Leo J. Dete, Jr, Dear Roger: The range on General Public Utilities Corp, common stock as of 3� c�y March 21, 1988 is as follows : High 32, Low and close 31,875, , Regarding Legacy Oil Co. , our Research Dept, did not have any information on it. They suggested you contact Corporate Status for State of California, The telephone ��916-445-2900, However, as the lines are often busy, writing to them at the following address is your best bet: Corporate Status 1230 J Street, Room 100 Sacramento, CA 95814 Sincerely, , � �' �'`.�.�.�.� Richard B, Pursell RBP/fr 26 West High Street Carlisle, PA 17013 (717) 249-2818 — 697-2878 __ ___ _ __ _._._ _ _ __ ------------ -------- Members New York&Philadelphia Stock Eschanges REV-1547 EX (12-88) �� COMMONWEALTH OF PENNSY�VANIA �� d�� DEPARTMENT OF REVENUE " " � ��, NOTICE OF INHERITANCE TAX BUREAU Of INDIVIDu"�,s raxes � , APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ACN 101 DEPT. 260601 �'" OF DEDUCTIONS, AND ASSESSMENT OP TAX HARRISBURG, P^- 17728-0601 DATE 02-28-89 ESTATE OF DETE LEO J FILE N0. 21 88-0262 DATE OF DEATH 03-21-88 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WZLLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TO: ROGER M MORGENTHAL ESQ REGISTER OF WILLS 3 IRVINE ROW CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE _ _ � RETAIN_LOWER PORTION_FOR YOUR RECORDS � - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1547 EX (12-88) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DETE LEO J FILE N0.21 88-0262 ACN 101 DATE 02-28-89 TAX RETURN WAS: ( ) ACCEPTED AS FILED (X ) CHANGED — SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE � � APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN c m �O s1m z rn� 1. Real Estate (Schedule A) ( �) p�?� �o <<,�a 2. Stocks and Bonds (Schedule B) ( 2) 31.9�' � --=� �.._rn 3. Ciosely Held Stock/Partnership Interest (Schedule C) ( 3)_ ,p(�,.�� N ,•-> 4. Mortgages/Notes Receivable lSchedule D) ( 4} ,p Y: � `'-, _.,.e, 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) .00fi' � �r.+ ' 6. Jointly Owned Property (Schedule F) ( 6I .OQ -- � �� 7. Transfers (Schedule G) � 7� ,pp• � ; 8. Total Assets ( 8) 31.94 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) ( 9) 4,983.11 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 1 1. Total Deductions (1 1) 4,983.11 12. Net Value of Tax Return (12) 4,951.17— 13. Charitable/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) .00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 wilt reflect figures that inctude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate (15) .00 X.06= .00 16. Amount of line 14 taxable at 15% rate (16) .00 X.15= .00 1 7. Principal Tax Due (1 7) .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) qMOUNT PAID DATE NUMBER INTEREST (—) TOTAL TAX CREDIT , � BALANCE OF TAX DUE .00 INTEREST .00 * IF PAID AFTER THIS DATE 5EE REVERSE FOR CALCULATION TOTAL DUE .00 OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED) IREV-1d70 EX(6.88)� �• .. . . . . � � . . . . .. .. . -�. .. I INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE i BUREAU OP hiJDIVIDUAL TAXES OF CHANGES _ G'EPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME FILE NUMBER I.etT .T. I1�te 21-8f3-t3262 ACN 1�1 SCHEDULE �TEM EXPLANATION OF CHANGES NO. H B-3 Re_d��d ,.to $�1.94._ �'amily e��mption ean o�lp be_claicaed agsinst grobate assets. � i � I � i � � I i � � _ � � i TAX EXAMINER: ne�.g=�_��g�Q„ PAGE . , / Iv REGI3TER OP WILL3 OF CUMBEItLAND COUNTY �) �� REPORT OF STATUS OP ADMIMSTRATION (For Resdent Decedents Dying After July 1. 1984) R�G��:�r.Q�F10E Qt ESTATE NO. 21- 88- 262 '' �'f y'F f �� ' '``f '-E-`� � '90 AtiG 13 A1? :1 rt Name of Decedent: LEO J. DETE, JR. Social Security Account No.: 277-0.7—�0688 CUMSEi�L�,T'��(;r; '�. �� Date of Death: 3/21/88 Name of Personal Representative(s): Kathleen A. Dete Capacity Executor X Administrator c.t.a. (check one) Administrator Administrator d.b.n. Is the administration of the estate complete? Yes � No If "yes", how was the administration ended? (check one) By court accounting By account stated to parties in interest � Did the parties release the personal representative? Other (explain) Total amount paid to date to creditors and for funeral and $ � �3 . –� administrative expense 7'otal value of distributions to date to beneficiaries $ �.�� y1Sp1�� —_ If administration is not complete, estimated value of assets $ still in administration NOTE: This status report is due no later than the due date fur filing the Pennsylvania Inheritance Taz Return or, if no Inheritance Tag Return is required, nine (9) months after the date of death; if the administration of the estete has not been concluded, e summary report shall be filed annually thereafte� until the administration is complete. • I certify under penalty of perjury that the foregoing information is correct to the best of my knowledge, inforrnation and belief. Date: �` j a , 19 L � � � F �ar�nnAl itp(1��,��t.t' . Roger M. Morgenth.al, Esq, Attorney for F.state 'I7�is report must be signed by the personal representative, or one of them when more ,/ than one. or by counsel for the estate. u