HomeMy WebLinkAbout01-0563
~at~ 01 Catharine H. Ellenberger
mo .blown G
P~IIIION FOR PROBATE and GR&~ OF LE'ITERS
;}.J-G 1- S (P8
No.
To:
IcPslcr of Wills tor the
· ~ County of Cumberland in the:
Social S<<urit;l No. 161- 32 - 5261 Commonwealth of P=msylVUJia
The: petition of the undc:rsilned rCSl'CCtfuJly represenu that:
Your pctitionc:r(s), who islare 18 years of aae or older an the: c:xec:ut or
in the last will o( the above decedent, dated December 4
and CO<1iciI(s) dated
aamed
I 19-2.B.....-
(swc rdcnnt dn:umstaoc::s. La. rmllllCiarioD. dal!l of executor. crc.)
Decendent was domiciled at death in Cumberland CJunry, Penmylvama. with
h er last furilly or principal re:sidenc:at 824 Lisburn Road. Ca.mp Hi 11 _ PA
(Lower Allen Township)
(Ilst stne!. aumber &Ild :DUDdpality)
Decendent. then 97 years ohge, died . Ma y 24
U Harrisbur~ HosDital. Harrisburg, PA
Exc..-pt as follows, d~cnt did not marry, was not divorc:d and did !lot have a child born or adopted
after execution of the will offered for probate; was not the victim of alci1Iing and was never adjudicated
incompetent:
Decendent at death oWlied propcrt)' with estimated value$ as fonows:
(If domiciled in Pa.) All personal property
(If not domic1ed bt Pa.) Personal property in Pennsylvania
(If not domic1ed in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as fonows: None
.195: 2001 I
S 400,000.
S
S
S
WHEREFORE, pctitionc:r(s) respectfully requert{sl"thc"probate'-oT' the:"'wCWiIl"Uid~CodiC1(s)'-" ,"".:-,.":--.
presented herewith and the grant of letters
Q.lm'~m;mft1'Uioa CoLa..; Mmi"i.I..dau ci.b.a.c.t.L)
J'/J . ),1/
.Y'~7'"/ .rb?/~a-&~U".<..k .
. Allfirst Trust Company of Pennsylvania, NA
Successor Corporation to Dauphin Deposit
Bank and Trust Company
P . 0 .. Box 2 9 fi ]
Harrisburg. PA 17105
OATH OF PERSONAL REPRESENTATIVE
CO M:M 0 NYYEAL TH OF PENNSYL V A..'aA } as
COUNTY OF Cumberland
The petitioaer{s) above-named ~wear{s) or affum(s) that the statements in the foregoing petition are
true and correct to the best of th~ knowledge and belief of petitioncr(s) and that as personal represen-
tative(s) of the above decedent pct.itioner(s) will we!1 and truly administer the estate accor~ to law.
Allfirst T st Co of P sylvanla, NA
v.
Sworn to or amI1I}ed hand subscnOci Y:. c"
lx:fore me this . 14t da28l5 ~
. . .. ~e~~,; 1 ~
/(y'dJt,~!JM C.L~~. . RegLsrer ~
No. 21-2001-563
Estate of Catharine H. Ellenbereer
,Deeeased .
DECREE OF PROBATE AND GRANT OF LETIEllS
AND NOW June 15th 19:2001 I lD coDSidcration of the petition 011
the reverse side hereof. satisfaa0i7 proof baYiq bcm ~ belore ~ .
rr IS DECREED that the iDstrumeDl(s) dMlI!llf December 4. 1998
described thcrc:m be admitted to proba!c and filed of record IS the last will of
", Catharine H. Ellenberger
and ~ers Testamentarv
are hereby p;mted to
Allfirst Trust Company of Pennsylvania. NA
----.-
FEES
Probate. Letters. Etc. ......... S 340.00
Short Certificates(5 ) ... . .. . ... $ 1 ') . 00
Renunciation ................ S
x-Pages (5) $ 15.00
JCP
~ _ ~5.~0.
. TOtal 375.00
Filed ...................... . . . . . . . . . . . . .
?rIM g;. . AU/~~,
~ '''~~ C. LEWIS ~
Keefer, Wood, Allen & Rahal
Elyse E. Rodgers, #41274
ATTOR2'(EY (.Sap. 0. Ln. No.)
415 Fallowfield Roa-d. -'-
Camp Hill. PA 17011
ADDRESS
(717) 612-5801
PHON!
CALL ALLFIFST BANK 255-2051
Hill" i)lj'} I~l \
l'his IS to certit\' r1w the inftmnarIOll here given IS correctly copied from an original certific~te of death du!~ filed with me as
lOClI RegimaL The origi,Lll certificate will be f~mvJrded to the State Vita] Records Office for permanent hllllg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
hT f;n this o:rtitlcJtc, :52.00
No,
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Local Registrar
P 7428890
MAY 2 5 ZOOl
Date
21-2001-563
4J A.v. 2/87
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
._-uae_..._odby
~"""-"O~dHlh.
NAME Of DECEDENT (f"$I. M4dd1.. l_1
(l/1T/fI/I?JIIE II. ELLEAl13ER.GEI!-
UNDER lOW'
Hot.n ! ..lnul..
I
AGE (l..1IoMclay)
UNDER 1 YEAR
........ 0...
SEX
2.
F
STAlE FilE NUMBER
SOCIAL SECURITY NUMBER
3. 1"1 - 3.;/. -S-.2.~1
OAlE Of DEATH Ia.ecn.,. aa... ....,
., 111111/.;2Jf i?OOI
..
DArE OF BIRTH
PlACE OF oeAl'H (C~ 0I\Iy we ~- 'iN 'nslfUCI.on9 on othef 'SIde1
HOSPITAL OTHER:
'-'- 0 E~.... 0 :::=u (8
=-',0
ClIm8SLflN))
Ie.
I/fl~'~.B{Jec.
SCHooLS
DECEDENT'S
ACTUAL
RESIDENCE
lSoo ,,,""..,,....
on_~
MARITAL SWUS._
-........-.
00.0,.... (SpocIyJ
WHITE
SUIlVMNll SI'OUSE
II -.. QNe ma.o.n '*'*
171. Stale
13.
PEA/III~"L U AN fA
......
(J(Jfna~Lt+NlJ
Did
-
"ine
-.....,1
.....
~
= SocIuonoioIw.. -- Ie b
-'_-.glo_
~~. EMer UNDUI..YING
~CM-.~or......y
~...... in6IIed ~
-~''''''''o..Ih)LAaT
-- .
....WOSAHAlJ1OPSY WERE AUTtlPSYFlNOlNGS
,ii;I'EIlFOAMED? ~~~~
" OF DEArH1
at.
l~
:~~
I
1
I
....liQ.
_T11 CAUSI! (F....
~arconclilion
"_'-..no In ~l---" '0
PART.: 0Ih0r1igMlcoN_~1o_.'"
...-*lng.....~__..PMT I.
DUE 1O(OA AS AC<JIo/S[OUENCE OF),
-
YeoO
MANNER OF DEArH
-.. JiCI - 0
-.. 0 Po-.g -...gallon 0
-... 0 Could noI be detemuMd 0
DArE OF INJURY
(Moo..., Cay, 'lhf)
TIMe OF IN.lUAY
INJURY Ifl WORK?
DESCRlllE HOW INJURy OCCU_D.
.... 0 Nor!;
N........
... 0 NoD
NoD
.... 2...
CEIn'.... cCt<<:ll onI., ooel
-CRl'TWYING ""SlCIAN (Phy5lC6&n C8fWylng cause ~ dealh wh.... anolhe..- physc.an has PfClnOUrlCed dealh ana completed Item 231
To........ of "" knowlecIge, ..th OCCurn4 due Ie.... cauM(a) and fMnner.. ....... . . . . . . . . . . . . . . . . . . . . . . .
a.
...
PlACE OF INJURY - AI home. "rm, SIt.... tac:tofy, offtce
building, _. C$pecilv)
_.
~ -PRONOuNcING AND CERTtn'ING PHYSICIAN IPhVSCJal1 both prOllOuoclOO ~oiIIlh andc4lf1lfytnQ IOcau,. of dealhl
:;J To.........."'., knowledge, ....occurr....h_. da", .ndpl.c.. anddue"lhecauM(a)andmann., .. alated. , ............
-=
,.,. .MEDlCAL EXAMINER/CORONER .
On the b1111, of IxaminatJon and/or inv"llgation.ln my opinion, d..lh OCcurred .."'. tlm., d.'., and plac., and due lo'he uu..(a) and
......,...... ....ed.. . . . . . . . . . .. . . . . . . . . . ....... . . . .. . . . . . . . . .. .. . . .... .. . ...... . . . ........ . ... " .. ..... ...
31a.
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Last Will and T <estam<ent
OF
CATHARINE H. ELLENBERGER
I, CATHARINE H. ELLENBERGER, of Lower Allen Township,
Cumberland County, Pennsylvania, do make, publish and declare this to be my
Last Will and Testament, hereby revoking all Wills and Codicils by me at any
time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes may be payable by
my estate or by any recipient of any property, shall be paid by the Executor out of
the property passing under ITEM IV of this Will, as an expense and cost of
administration of my estate. The Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of
insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay the expenses
of my last illness and funeral expenses from the property passing under this Will
as an expense and cost of administration of my estate.
ITEM III: I give and bequeath to SHIPPENSBURG
UNIVERSITY FOUNDATION, INC., my four (4) pictures of Shippensburg
University and my Shippensburg University President's Club plate.
Page 1
( (J.'2
ITEM IV: I give, devise and bequeath the rest,
residue and remainder of my estate to DAUPHIN DEPOSIT BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania, IN TRUST NEVERTHELESS, to be held,
administered and distributed in accordance with the terms of a certain Second
Amended and Restated Agreement of Trust executed by DAUPHIN DEPOSIT
BANK AND TRUST COMPANY as Trustee and by me as Grantor, dated July 29,
1994, and as amended by Amendment to Second Amended and Restated
Agreement of Trust between me and DAUPHIN DEPOSIT BANK AND TRUST
COMPANY dated August 4, 1997. I hereby confirm and ratifY the Second
Amended and Restated Agreement of Trust, as further amended by me, in every
respect.
ITEM V: In addition to powers given by law, the
Executor shall have the following discretionary powers, effective without court
order:
(a) To retain any property received by the Executor;
(b) To sell real estate for any purposes, publicly or privately,
for such prices and on such terms as the Executor deems proper,
without liability on the purchasers to see to application of the
purchase moneys;
(c) To compromise controversies;
(d) To distribute income or principal in cash or in kind, or
partly in each, at valuations fixed by the Executor at such times as
are deemed appropriate;
Page 2
1 :
,I....
,'"
L,
(e) To hold investments in the name of a nominee; and
(f) To undertake all other acts in the Executor's judgment
deemed necessary for the proper and advantageous administration
and settlement of my estate.
ITEM VI: I hereby nominate, constitute and appoint
DAUPHIN DEPOSIT BANK AND TRUST COMPANY to be the Executor. The
Executor is specifically relieved from the duty or obligation of filing any bond or
other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding two (2) pages, at
the end of each page of which I have also set my initials for greater security and
better identification this 4'1ay ofIJtCtJ~&Y;-199g
C ~p-&L--{ /--v
~,<,l),.... Ib~/ t.J (SEAL)
CATHARINE H. ELLENBERGER
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testatrix as and for
her Last Will and Testament, in the presence of us, who, at her request and in
her presence and in the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certify that at the time of the
execution thereof, the said Testatrix was of sound and disposing mind and
memory.
vi "-' m dU f'A7
8}..~ a.. 8~c::.
~~.~
(SEAL) Residing at P' fi.Jo/J~.... tY/lr-L.e-
#u/YJmels- -I-otc)~ /}; /7ad~
(SEAL) Residing at dCJ R~"J-N::X" ~fl\Jl
m()(1;fJ7fLL plJ. 175</7
,
(SEAL) Residing at ..;lC65~1~ Pic
~,~ PA 17~'6
,
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA )
r: . ) SS:
COUNTYOF q-~~(j )
I, CATHARINE H. ELLENBERGER, Testatrix, whose name is
signed to the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it willingly; and that I
signed it as my free and voluntary act for the purposes therein expressed.
(SEAL)
{-A~' AA~W 7.t~e-J
CATHARINE H. ELLENBERGER
Swo~ to and s,ubscribed before /J. '
me thIS ., a day of ~-?--~v
, 19 'if.
: 7 i? ~Il/l
. / c . y
/,'::4a.d../HALL.l.~/ .-----
// Notary u IC
;/
My Commission Expires:
JI!lmmeJINl. maumilllSm/I
I lItlmiialk,~I,'~IPl.IWIil; I
i MWlOilmmi~'>lIl.~nn~ 11
, lIlIIoro~rw$JlJmJl!'114l, 11~
(SEAL)
. .
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF )
, We, S' Uf? nJA-uery , SJ1ITr~/J ^ iJrf'ld/Jl;"k and
Ire/II' 11. /J/f/~/)cI , the Witnesses whose names are signed to the
attached or foregoing instrwnent, being duly qualified according to law, do
depose and say that we were present and saw Testatrix, CATHARINE H.
ELLENBERGER, sign and execute the instrument as her Last Will and
Testament; that Testatrix signed willingly and that she executed said Will as her
free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the Testatrix signed the Will as Witnesses; and that to the
best of our knowledge the Testatrix was at that time eighteen (18) or more years
of age, of sound mind and under no constraint or undue influence.
J~m~
~},t1...(lb)., ~. 0.. Afl~ ~
Witness
Witness
~~.,~
Wi tness
Swom to and subscribed before
me this 7 c/O day of 1Ce-ce-,~'
) '19~..
/ . /
,~_~J ~.. ~--L
Notary Pubhc "
Joanne M C Notarial Seal
M Harrlsb:r~utS:~pe~'lnNcotary Public
y Commi~~' 1;' ou~
".~ . .. ~ ~n~~~~......~91
......
My Commission Expires:
(SEAL)
8227 1
ff
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Catharine H. Ellenbere-er
Date of Death:
May 24.2001
Will No.
Admin. No. 21-01-0563
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
'.il/N2_ ~(.o :}cc,
. I
Name
Address
Shinnensbure- Universitv Foundation. Inc. 1871 Old Main Dr.. Shinnensbure-. PA
Allfirst Trust of Pennsylvania 213 Market Street. Harrisbure-. PA 17105-2961
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: ,,"~llht' ~:H.1 dC'C(
I .
_-----' /1
(J!~0 Z ~--,
\ Signatiire.-.J
Elvse E. Rogers. Esauire
Name
415 Fallowfield Road. Suite 102
Camn Hill. PA 17011
Address
(717) 612-5801
Telephone
Capacity:
Personal Representative
--X- Counsel for Personal
Representative
0/
OFFICIAL USE ONLY
/EV-'500 EX. (6-00)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
o EPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Ellenber er Catharine H.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
NUMBER
21-2001-563
COUNTY CODE YEAR
SOCIAL SECURITY HUMBER
161-32-5261
THIS RETURN MUST BE ALED IN DUPUCATEWlTH THE
05 24/2001 10/14 1903
IF APPLICABL SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL
REGISTER OF WILLS
SOCIAL SECURITY HUM ER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
(Attach copy of WilQ
o 9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a LIving Trust
(Attach copy of Trust)
010. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
...... ..j;!.....-
o
3 date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o
11. Election to tax under Sec. 9113(A)
'rr!~~:II~~l,q!;!..
NAME
Sue Mauer
FI RM NAME (If Applicable)
Allfirst Trust Com an of PA, NA
TELEPHONE NUMBER
.. I:I~RItC_~;':.
213 Market Street
Harrisburg, PA 17101
2 5-
Real Estate (Schedule AI (1) None OFFICIAL USE ONLY
Stocks and Bonds (Schedule B) (Z) 311 ,480at-j
(3) :0
Closely Held Corporation, Partnership or Nan"" ~ (J)
Sole-Proprietorship :j 7. t,,",,:
CT.
4. Mortgages & Notes Receivable (Schedule D) (4) N~ne "-
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 126,012i34 =
R :z
E (Schedule E) N
C
A 6. Jointly Owned Property (Schedule F) (6) None 'D
P 0
I Separate Billing Requested -0
T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) N~ hJ
U C!
L (Schedule G or L) :J:
A Total Gross Assets (total Lines 1-7) (8) 437,492.71
T 8.
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 29,657.81
0
N 10. Debts of Decedent, Mortgage Liabilities, & Liens .(Schedule I) (10) 1,689.80
11. Total Deductions (total lines 9 & 10) (11) 31.347.61
12. Net Value of Estate (Line 8 minus Line 11) (lZ) 406,145.10
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 406.145.10
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 0.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Une 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
ZO.
0.00
0.00
0.00
0.00
.0 0
.0 45
.12 -
.15
(15)
(16)
(17)
(18)
(19)
x
X
X
X
0.00
0.00
0.00
0.00
0.00
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
824 Lisburn Road
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
Z. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
Total Credits (A+B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (s)
A. Enter the interest on the tax due. (SA)
B. Ente, the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Mak~C~~ck."ayableto: REGISTER OF WILLS, AGENT
''''''''''''''':'''~'E~~:~''~~~:~~''tA~''~6EL6Wi~~'"~U~~~;~'~~':';~"~~:~ING AN I!!,~I!! :;~m~~I~m~~~:~~~I~I:~~,,;~~:~:~I~i:"""
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . ~ ~~x
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 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. or payable upon death bank account or security at his
or her death? ........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
0.00
0.00
0.00
o
0-
o
[]J
[]J
[]J
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaratron of preparer other than the personal representative is based on all Information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
DATE
.,J '-LR- /1/ CU-t. .v~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
il/tO/dL
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P,S. 9116 (a)(1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aX1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1503 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Catharine H. Ellenberger
SSft 161-32-5261
OS/24/2001
All property Jointly-owned wnh right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
10
11
DESCRIPTION
268.197 shares Firsthand Technology Value Fund 1037
2
547.891 Janus Worldwide Fund #41
3
749.052 shares Legg Mason Inc
4
650.108 shares PBHG Growth Fund #632
5
500.935 shares Vanguard 500 Index-Admiral Shs #540
6
$15,000 Federal Home Loan Banks 7.25% due 5/13/05
Accrued Interest
7
$25,000 CitiGroup Inc. Note 5.7% due 2/6/04
Accrued Interest
8
$25,000 Federal Home Loan Banks 5.46% due 9/22/04
Accrued Interest
9
$25,000 Federal Home Loan Banks 5.9% due 1/30/06
Accrued Interest
$25,000 Federal Home Loan Banks 6.05% due 2/14/08
Accrued Interest
$25,000 GTE Southwest Debenture 6.23% due 1/1/07
Accrued Interest
UNIT VALUE
(If more space is needed. insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
TOTAL (Also enter on line 2, Recapitulation)
21-2001-563
VALUE AT DATE
OF DEATH
15,005.62
29,120.41
46,868.18
17,526.91
59,738.90
15,923.44
33.23
25,163.75
423.54
25,054.69
235.08
25,101. 56
467.08
24,960.94
420.14
24,818.23
618.67
311,480.37
Form REV-1503 EX (Rev. 1-97)
REV-1S08EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Catharine H. Ellenberger SS# 161-32-5261 OS/24/2001 21-2001-563
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 Cash found in room
10
11
DESCRIPTION
VALUE AT DATE
OF DEATH
1. 73
2
Federated Fund #851 - Date of Death Balance
Accrued Interest
101,332.94
219.25
3
First Union Checking Account #1000663233666 - Date of Death
Balance
3,760.21
4
Internal Revenue Service - 2001 Tax Relief Check
300.00
5
Received from AARP - Refund
21. 75
6
Received from Orrstown Bank - Balance in Checking Account as of
Date of Death
Accrued Interest
13,410.28
43.12
7
Received from Orrstown Bank Shippensburg University - Final
Payment on Charitable Remainder Unitrust
3,317.66
8
State Employee Retirement - 5/1 - 5/24
1,460.95
9
The Christian Science Monitor - Refund
13.54
Jewelry - Sale Price
981. 65
Personal Property - Sale Price
1,149.20
TOTAL (Also enter on line 5, Recapitulation) $ 126,012.34
(If more space is needed, insert additional sheets of the same size)
Copyrlght{c) 1996 form software only CPSystems, Inc. Form REV-150B EX (Rev. 1-97)
REV-1511 EX + (1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TJ,X RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Catharine H. Ellenberger
Debts of decedent must be reported on ~chedule I.
ITEM
NUMBER
A.
B.
SSf, 161-32-5261
FILE NUMBER
21-2001-563
OS/24/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
W. Orville Kimmel Funeral Home, Inc. - Funeral Expense
16.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) Al1first Trust Company of PA, NA
Social Security Number(s) I EIN Number of Personal Representative(s)
Stree, Address 213 Market Street
City Harrisburg Stale PA Zip 17101
19,499.71
.
Year(s) Commission Paid:
2.
3.
Attorney's Fees Keefer, Wood, Allen & Rahal
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
9,749.85
City
Relationship of Claimant to Decedent
State
Zip
4.
Register of Wills
375.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Haar's Auction - Commission on Sale Jewelry
11.25
2
PA Department of Health Division of Vital Records - Death
Certificate for Peter and Henrietta Birnstie1
6.00
TOTAL (Also enter on line 9, Recapitulation) S 29 I 657.81
(If more space is needed, insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems. Inc. Form REV-1511 EX (Rev. 1-97)
REV. 1512 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Catharine H. Ellenber~er
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS/; 161-32-5261
OS/24/2001
FILE NUMBER
21-2001-563
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Brockie Pharmacy Tech - Medical Expense
AMOUNT
227.12
2
First Union Checking Account #1000663233666 - Outstanding Check
as of Date of Death
5.00
3
Kelly Assisted Living Services - Contract Services Expense
136.00
4
McCuen & Associates - Medical Expense
79.12
5
Metropolitan Medical Inc. - Medical Expense
87.00
6
Orrstown Bank - Trustee Fee
424.65
7
Sue Tobias, Beautician. Hair Care
11.00
8
Verizon - Telephone Expense
25.02
9
Woods at the Cedar Run - Nursing Home EXpense
694.89
TOTAL (Also enter on line 10, Recapitulation) S 1,689.80
(If more space is needed, insert additional sheets of the same size)
CopyrJght(c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX +(9-00)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Catharine H. E11enber2er
SSft 161-32-5261
OS/24/2001
RELATIONSHIP TO DEC~qENT
Do Not List T,ustee(s)
FILE NUMBER
21-2001-563
AMOUNT OR SHARE
OF ESTATE
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERlY
TAXABLE DISTRIBUTIONS [Include outright spousal dIstributions, and
transfers under See. 9116(a)(1.2)}
1 Peter Birnstie1
Date of Death 6/10/00
2 Henrietta S. Birnstie1
Date of Death 6/9/00
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS, _
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Grace United Methodist Church
Attn: Charles A. Morris, Treasurer
216 State Street
Harrisburg, PA 17101
25,000.00
Specific
Bequest as per
Article (ii) of
Second Amended
& Restated
Agreement of
Trust 7/29/94
Total of Continuation Schedu1e(s)
381,145.10
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 2000 form software only The Lackner Group, Inc.
406,145.10
Form REV-1513 EX (Rev. 9-00)
Estate of: Catharine H. Ellenberger
Soc Sec #: 161-32-5261
Date of Death: OS/24/2001
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item
#
Description
Amount or
Share of Estate
2
50,000.00
Specific
Bequest as per
Article (iii)
of Second
Amended &
Restated
Agreement of
Trust dtd
7/29/94
Shippensburg University Foundation, Inc.
Attn: John Clinton
Old Main
Shippensburg, PA 17257
3
Dauphin County Historical Society
219 S. Front Street
Harrisburg, PA 17104
5,000.00
Specific
Bequest as per
Article (iv) of
Second Amended
& Restated
Agreement of
Trust dtd
7/29/94
4
Cumberland County His~orical Society
21 N. Pitt Street
Carlisle, PA 17013
5,000.00
Specific
Bequest as per
Article (v) of
Second Amended
& Restated
Agreement of
Trust dtd
7/29/94
5
Harrisburg Civic Club
612 N. Front Street
Harrisburg, PA 17101
5,000.00
Spec if ic
Bequest per
Article (iv) of
Second Amended
& Restated
Agreement of
Trust dtd
7/29/94
6
United Methodist Women
Grace United Methodist Church
216 State Street
5,000.00
Specific
Bequest per
Estate of: Catharine H. Ellenberger
Soc Sec #: 161-32-5261
Date of Death: OS/24/2001
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item
II
Description
Amount or
Share of Estate
Harrisburg, PA 17101
Article (vii)
Second Amended
& Restated
Agreement of
Trust dtd
7/29/94
7
Harrisburg Symphony Association
800 Corporate Circle
Harrisburg, PA 17110
5,000.00
Specific
Bequest per
Article (viii)
Second Amended
& Restated
Agreement of
Trust dtd
7/29/94
8
Shippensburg University Foundation, Inc.
Attn: John Clinton
Old Main
Shippensburg, PA 17257
5,000.00
Specific
Bequest per
Article (ix) of
Second Amended
& Restated
Agreement of
Trust dtd
7/29/94
9
Shippensburg University Foundation, Inc.
Attn: John Clinton
Old Main
Shippensburg, PA 17257
1/2 share of
Residue per
Article (x) of
Second Amended ~
& Restated
Agreement of
Trust dtd
7/29/94
150,572.55
10
Grace United Methodist Church
Attn: Charles A. Morris, Treasurer
216 State Street
Harrisburg, PA 17101
1/2 share of
Residue per
Article (x) of
Second Amended
& Restated
Agreement of
Estate of: Catharine H. Ellenberger
Soc Sec #: 161-32-5261
Date of Death: OS/24/2001
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item Description
#
Amount or
Share of Estate
Trust dtd
7/29/94
150,572.55
381,145.10
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~SBURG. PENNSYLVANIA 1711Cl-09l50
r-.
-
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::_'t~_,;,::: ," ~
.:.
A~endment to 'Se~~nd Anlendedand-"
Restated Agreement of Trust
"':-';"'-.' -
THIS AMENDMENT, made and entered into this 1 day of
~ ,199'? by and between CATHARINE H. ELLENBERGER, of Lower
~eQWIlSbip, Cumberland County, Pennsylvania, hereinafter referred to as
"Grantor", and DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg,
Pennsylvania, hereinafter referred to as "Trustee",
WITNESSETH:
WHEREAS, Grantor has entered into a Second Amended and
.-., ' -.,
Restated Agreement of Trust with Trustee dated July 29, 1994; and
WHEREAS, ARTICLE VI of the Second Amended and Restated
Agreement of Trust provides that Grantor may, during Grantor's lifetime, amend
the Second Amended and Restated Agreement of Trust; and
WHEREAS, Grantor desires to amend the Second and Amende<;! and
-.......--- ..
Restated Agreement of Trust,
NOW, THEREFORE, in consideration ofthe mutual covenants and
agreements contained herein, the parties hereto as follows:
ARTICLE I:
substituted the fonowing:
ARTICLE I(d)(i) is revoked and there shall be
(d) (i) The sum of FIFTEEN THOUSAl'ID ($15,000)
DOLLARS to PETER BIRNSTIEL, or, if he is not living at the time of
II:. 1
,~.. .
. (-.~-, - "~:
. Grantor's death, to h...:i wdc, PENRIETTA-S.BIRNSTn...';--If tleHh....
PETER BIRNSTIEL nor HENRIETTA S. BIRNSTIEL are living at
the. time of Grantor's death, this bequest shall lapse;
ARTICLE II: The parties hereto hereby affirm and ratify the
Second Amended and Restated Agreement of Trust executed the 29th day of July,
1994, in all respects except as provided herein.
IN WITNESS WHEREOF, CATHARINE H. ELLENBERGER has
hereunto set her hand and seal, and DAUPHIN DEPOSIT BANK AND TRUST
COMPANY has caused this Amendment to Second Amended and Restated
Agreement of Trust to be signed by its (Vice) President and its seal affixed,
attested by its Secretary, all by order of its Board of Directors, and all on the day
and year first above written.
GRANTOR:
') ea..7Lt.Fu.~._ ... Il5.M--<.. P~~AL)
CATHARINE H. ELLENBERGE
TRUSTEE:
DAtrPHIN DEPOSIT BANK AND TRUST
COMPANY
ATTEST:
By-n. -'- u M~.":
() (Vice) President 'l-TR~H O~,,~~;~
(SEAL)
,:,.
'.',1
-. --"'-~.,,-
,
.;. ":~""::', ,:.(;}:;.}
<.COMMONWEALTH OF PbJfNsnVANIt~ .
. ,- .,----._--"
'.,~~;;1
COUNTY OF
. Day;~
. 85:
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:-1
On this, the 'I day af t'luz , 19 ~ before me, a N otaxy Public,
the undersigned officer, personally a;;;';~ CATHARINE H. ELLENBERGER,
known to me (or-satisfactorily proven) to be the person whose name is subscribed
to the within instrument, and acknowledged that she executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial
seal.
(SEAL)
Notarial Seal Public
Elyse E. Ro~ers. No:f.in CountY
SusQuehanna ~:o. i~~Rpril 5. 2001
My CommISSIon t:X .
. --.ill Association at NotaneS
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"'_ COMMONWEALTH OF :E-.:::.;:mSYLvAN.IA ;
COUNTYOF..D~
!co):j
. ss:
'"",
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I
On this, tb.~ay of~ 19r;, before me, a Notary Public,
the undersigned officer, personally appeared who
acknowledged bilDseIfto be the (Vice) President of DAUPHIN DEPOSIT BANK
AND TRUST COMPANY, a corporation, and that he, as such (Vice) President,
being authorized to do so, executed the foregoing instrument for the purposes
therein contained by signing the name of the corporation by himself as (Vice)
President.
IN WITNESS WHEREOF, I hereunto set my hand and notarial seal.
JJ~ ct, ~ rnJ~
Notary Public
(SEAL)
Notarial Seal
Grace A. Gordon, Notary Public
Harrisburg. Dauphin County
My CommiSSion Expires Sept. 25. 2000
\1,"'l":_-", '-":::'-:;lli2 .;',~"'l"'''+i,,~ ~t Notaries
109277 1
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FROU-KEEFER,WQOD,ALLEN_'-RAHAL
n
Q
SECOND
THIS SECO
made and entered in
and between CATHAR
Dauphin County, Pe
hereinafte~ referre
AND TRUST COMPANY,
part, hereinafter r
WITNESSET
WHEREAS,
Revocable Inter Viv
April, 1977, which
30, 1993; and
WHEREAS,
Agreement of Trust
..:a...gree!:...e~t: a:ld
1176125805
T-Q2Z P.DOZ
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0"
ED AND RESTATED AGREEM:E:IJr OF TRUST
ED 1u~ED AND RESTATED AGREEMENT OF, lRUST,
this .:2.97?-;day of ~ ' 19'-/, by
H. ELLENBEaGER, of the C~ty of Harrisburg,
ylvania, party of the first part,
!to as "Grantor", and DAUPHIN DEPOSIT BAme
~~risburg, Pel~ylv~~ia, party of the second
j=ed to ~ ."""".00'.
1
I
,
i
ran~or a~d Trustee e~te:ed into a
, ,
5 Trust Agre~m~t dated t~e first
i :..
~reemer.t was ~endea and restated
I
!
cer~a2..L.
day of
on Aoril
i
RTICLE VIII
I .
~served to
of said Amended ~~d Restated
,
I
Grantor the right to a~end said
I
w~~EREAS. ranto~ desires to amend a~d restate said
Amended and Restate iAgreement of Trust in its entirety.
I
I
NOW, TEER FORE, in consideration of the mutual
cove~a~ts contained herein, saidAq~eement 0: T=us~ is amencec
and restated in its ~n~ire~y as follows:
A:."TICLE I
all assets comprisi
Trustee, IN TRUST N
purposes:
Trustee; agrees to hold and a~~i~iste=
i
g this Trust:~.d any additions thereto, as
! i-
ERTHELESS, tor the fol1owinq uses and
r
'~~
f~:'::.:f~
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FROM-KEEFER.WOOD,ALLEN_'_RAHAL
(';'
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11TU125805
1-922 P. 003/01 l .F-235
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(a) Trus e shall hav~, hold, manige, invest and
. I
reinvest the 5 ,collect the income and pay over the
nv~~ient, at least quarterly,
IGra~tor during Grantor's lifetime.
I !
I
(b) puri T the lifetL~e of Gr~'tor, Trustee stall
to Grantor such portion 'or all of the principal of
I '
T.. 'h . b \ r' . f'
rus~ as S' q; ~ncome ~..e.!:~c~ary Iltay rom t.une to
request i !wr~t~~g.
i
.
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(c) Trus ee may also expe::c.c. so much of the
net income in
installments t
pay
the
time
principal
necessary and/
Gra.."ltor in ord
including medi
care for suc~
Trust as, 1n its discretion, may be
advisable to supulement all income of
, -
r to provide!suppor~ and maintenance,
aI, hospital; nursing a.."ld nursing home
I f"" .
e..'1e J..cJ..ary.
i
i
the death of ,Grantor, Trustee shal: pay
i 1
tutor of Grantor's estate so much of the
1
principal as s:all be re~~ited to pay all inheritance
and estate tax S, fune=al and a~~~c~stration costs
over
(dl Upon
to the Ex
whid: may be i
Thereafter, Tr
assets of this
(i
'($25,000)
!':e is I:ot
death, to
If neithe
curred with respect to Grantor's estate.
~tee shall distribute the remainin~
. ,
trust as follows:
\ '
I
'n:e SU-'!t oflTII'S"'""TY-FIVE THOUS_~ Dec.eo5".e..d
DOLLARS to PETER BIfu'lSTIEL, or, if D01) "'{lOloo
livin~ at the tiAe 0: Grantor's
.
fis wife, t~IETTA S. BI~~STIEL.PO~ ~~~o
!PETE~ EI&'lSTIEL nor HE~~IETTA S.
, ,
B~&'lSTIEL are living at the time of Grantor's
ceath, th k be~~est will lapse:
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(i' The sum of TWENTY-FIVE' 'r"J:OUSAND
($25,000) OLLARS to(G~CE UN:i:TED ME'l'SODIS':.' /ftfl1: f
CHURCH, 2 ~ State S1:reE;!t, Ha=isburg. ())..~ (I s: :
Pennsylv la; 17/CJI) I I fl1d1 ~
-r jLf- f?A '
(ii' The sum of FIFTY TEOUSA.U
($50,000) OLLARS to the SEIP?ENSBURG
I
UNIVERSI . 'FOUNDATION, 'INC., to be added to
its endont f~~d andiheld as a sepa~a:e
fur.d known las "THE CATHARINE E. ELLENB~GE...".
i
SCHOLARSH.:.: FUND". The pri~cipal of the r1.:.Ild
I
'r remain in~act. The income.
determine in accor~an~e with the
Fo~~datio-'s Endowment jspenCing Policy, will
be awar~ed 'by the Fo~~dation a~~ually to one
or more st 'dents enroll,ed full-t.ime at
Shippensbu -g l,.T::dversit.y, Shippe:lsburg,
Pennsylva.;:'a. St".J.dent(>s) shall be selec:ed
by Shippe : u:::g Univers,ity Foundation.
Student (5) !selected fori schola~ship
: I '
assistance~ust. be erxolled in a program 0:
I .
iOu::J.selil:'_g in' primary m: seconda:::y
insti1:utions. Recioient.s of
, -
scholarshi assistance ~hal~ also satisfy
I ,
succ o~~er ~equireme~ts: as a=e established
fro~ ti~eo t.ime by Shippe~sburg Universi~y
study- tor
educationa
FOu.:';..dat.icn
/' f Sf, (i v i The 5'= 0 f. FIVE T:lOl.:S!'~'ID
J/tl S.rrOW, ($5,000) D LLA.'<.S to the DA:J?:i:I)< COl.1"Nc:'Y
H~STORIC~ SOCIETY, Ha:::risbu:::g, pe~_~sylvania;
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FRCII-KEEFER. iIOOD. U LEN_LIWlAl.
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() The Stlln 0& FIVE T:",OUSAND
($5,000) , tne CUM3ERLAND COL"N'I'Y
HISTORI r SOCIETY, Carlisle, I?ennsylvar.ia;
f1;fS1
;J./;J
-grtfsr (v )
/J. ((I. ($5,000)
b / ')- CLUE, Har
The = of FIVE THOUSA.'lD
LLARS to the HAR.."tIS3URG CIVIC
'sburg, Pa=Sylva!:.ia; 1710/
(vi, The sum of PDT=: T~OUSANn
I
($5,000) 'PLLA-~S to the UNITED METF.ODIS~
WOMEN, GR.yfE mUTED METEODIS':' CH"JRC:i, 216
State StrJrt, Earrisburg, Pe=nsylva~ia;
(b,t-Y----(Vii1) T:J.e s::--n of fIVE TECUS;'.N:J
~~:()O.P ($5,000) i!lLLA-1l.S t= t:-:.e !"J;..::G.ISSu"RG SYMPE/-07W:'10
LP,r f~ ASSOCIATI Har=is~~rg, Pe~_~sylv~~iai /<
I
(L j The sum of F.LiTE THOUSAlliD
I
($5,000) ':OLLA...-:<.S to the SHIPPENSBURG
UNIVERSIT ipOG~AT~ON, :INC., for the' benefit
of the FE -rIVAL CH.~'G:::..-=t ORCF.ESTFJI.
!
ASSOCIATI
The balan~e, it acy, s~all be
Shi~e~~;~rg, ?er~'sy:vaniaj and
~~
UNiVERS:T
"
'al shares to (a) the SHIPPENS3URG
, .
iFOUNDJ..TIO t,- be seded to
"~1<".'" CA",uZlr.:l"'N'" '-' ,;oCT """"""'1'":.;:-. "~"'OC 11""'''-.
r:_ ~".L.:T-..l.. - ~-~. ___~_'l'::;___'__~' ....'-.. ......-.....,,--.-..
FL~-nrl, to e he:c. ar...c. ac...-n.:d.scerea a.s
p.:-oviced ir: F_~..'rIC:'E I (c) (iii} ~..e=eof; and (b)
GR.'<CE Ll:-iIT D METHODIST C:rrj'RCE, 216 State
Street, Ha jrisburg, Pe~~sylvania.
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JUN-04-Z001 13:Z4
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ARTICLE I Graneor, or any other person. from eime
I
eo time. with the c ent of Truyeee, may make insurance policies
on the life of Gran r subject to the terms of this Agreement:, or
give. devise. beque h, grant orlotherwise eransfer and cor..vey
any other property, eal, personal or mixed, to Trustee, co be
administered and di [ributed in a::ccorda-~ce with the provisions 0:
this Agreement.
A-qTICLE I : ~~y person may rely on a copy. cer~itie~
by a nOt:a~ nubIic. Ib: the ~~ecuted original of t:his Agreemer..t: of
TrusC held b~ t:he Tt~stees, and ?f any of Che noCations 0'- it: a=~
writings att:ached tjl it, as fully as he might rely or.. t:~e
original doc~ents ffEIDselves. ~y such person may re:y ful:, or..
any s~ate..'1\ents of f <:t certifiedl by anyone who appears fro:: s::::h
original docQ~ents r from such certified copy to be a Tr~st:ee
,
under this Agre~~en i No one dealing with the Trustee neec
I
inquire concerning he validity ?f anything ehe Trustee purpcrt:s
to do. No one deal ~g with the Trustee need see to the
application of anytlm~ng paid or transferred to Or upon the order
of the T::-ustee 0:: t... e Trus't. 1
ARTICLE I ,: The Trustee shall possess. 'a.T,Or.g ot::;r5,
the following power
fiduciary capacity
consist:en~ wit:~ and
all of
i d -
n -a:ter
whi~h are exercisable sole~y i~ a
the'deat~ of t~e Grant:or in a ma~~,er
~~ f~thera~ce of the c~ari~able pu=?cses ~=
t.his ':'r'J.s~:
(e) To v ry or to re~ain invest:ment:s. includin~
t~e s~ock of af~ corporate ~ruscee na~ed herein. whe~
d d . . ii b ~ -' , .
:::::. s::~~~Jhot~s~~::~e~s::~et:o::::::s~:rsuc~
securities or Tn such otherlproperty, real or persona:
~ ' ,
as Tr~stee sha-f deem wise. jwithout being restricted ~o
, i
I
- 5 -
!
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....
JUll-04-2001
I
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13:24
FRO~KEEFER,IOOO,ALlEN_'_RAHAL
F-m
so-called "leg
to any statute
fiduciaries.
(bJ In 0
principal of a
including any
authorized to
the personalty
and to allocat
Trusts created
T17S12seos
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investments. and withoJt beL~g limited
r rule of law regarding investments by
er to effect a division of the
,
rus~ or for;any other purpose,
inal distribUtion of a Trust, Trustee is
i ,_ 'd d' ; . d" b' -
^e sa~ ~v~s~ons or ~str~ ut10ns 0=
d 1- ~t' . 11 . ,. -
rea ~y, pa_ _y or weo y ~~ ~nc,
. -F' , . -... ~
Ispec~_~c asse~s ~"ong oene~~c~ar~es a~c
hereunder sO,long as the total marke~
value of any s are is ~ot a!=ec~e~ by such al1oca~ions.
Should it appe
es ta te , '1'rus te
consummate par
. 1 'I'
~nvo untar~ y,
recogniza."lces,
as can be exer
simple.
(c) To s.
upon such term
advantageous t
estate or inte
r desirable to partition ~y rea.
i !
lis authorized to m~~e, joi= i~ and
,
itions of laccs~ vol~~tarily or
fnCIUding giving of mutual deecs,
~r other obliaations wit~ as wide pcwers
, -
,
ised by an ir:dividual Ow:1er in fee
, .
11 either at public or private sale anc
I~"ld conditi~ns as T~Jstee ~ay dee~
!a Trust, any 0= all ~eal O~ pe~sonal
, .
ests therein o\~ed by a T~~s~ severally
or in co~j~~ct ~n with other persons, and to co~s~~na~e
said sa:e or s les by sufficie~t deeds or ot~er
,
,
in5t~~ent5 to the purchase~ or p~~c~asers, co~veyi~g a
e, free and clear of all trust and
ton or liabili~y 0: t~e purc~aser or
ee to the anolica~io~ of the purchase
! - ..
money, or to m ke inquiry icto ~he validity of said
1 1 11 ., ., 1-
sa e or sa es; ~ so, ~o rna~e, execu~e, ac.~~cw ecge a~c
deliver any an tall deeds, assi~nments, options or
i
fee simple tit
without obliga
purchasers to
- 6 -
. .---.. ...._--.~
JUN-04-Z001 I3:Z4 FROU-KEEFER,IDOD,ALlER_lJlAHAL 71TSIZSSOS T-9ZZ P.OOS/OIZ F-Z35
J . , I I lor::
.-
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other writings thiCh may be:necessary
I '
carrying out: y of the pow~rs
I I ,
in this parac;r ph or elsewhere
I I
I
,
rtgage real
of real est:ate iextending
oj ciesirable in
confe=ed upon Trustee
in this instrument.
(d)
To
hereunder.
estate, and to make leases
beyond the term of the Trusts
(e) rrcw money from ~~y party, including Trus~ee.
co pay i~debteIess of a T~s~ and taxes, and to assi~~ a~d
pledge assets : a Trust therefor.
(f) To p y all cos~s, itaxes, expenses and charges
. t' 't.l.- ....I.t t' f'1'
1n connec ~an ~ ~ ~~e a~~~n~s ra ~o~ 0 a _r~st.
including a re sc~able carnp~~satian to agents.
(g) In t e discretion:of Trustee, to unite wich othe=
owners 0: simi1ar proper~y in carrying out any pl~~s
reorganiza~ion of any coroo~ation or comp~~y whose
- I
securities for~ a part 0: a:7rus~.
for the
(h) To v te a::y shares of stoc:< which fo= a-pa=~ 0><'.
Trust.
(i) To a sign to and hold in tr~st an ~~divided
portion 0: any asset.
(j) To C- all other acts in its judgment dee:::tec
necessary or C sir able for the proper and adva~ta9"eous
manage!nent f in estment and distribl:t.:.on of the TrJ.sts.
l'.RTICT.E V Whe:1eve::- a:-.d if the Granc:or s1:a1l he
unde= legal cisabil ty, or in t2e sole judgment o~ T~~stee, sna:1
- 7 -
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JUN-04-2001 13:25
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FROlI-KEEFER.1IOOJ~~LjI.IlAHAL
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,
71T6125805
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otherwise be unable
interests and advan
. I
o apply such any payments to ner 0'...-:: best
ges, Trustee may make all or any po~tior- 0:
such payments in an one or more, of the following ways:
,
I
(a)
i
Dire :tly to such peneficiary;
I
(b) To t
beneficiary;
Legal Guardian or Conserva~or 0= suc~
I
(c) To a ~elative of such bene:iciary. ~o be
expe~ded by su h relative for the benefit of S~C2
beneficiary; 0
said
(d) By i :Self
benefi~iaf .
ARTICLE VI:
exp~~ihg sa~e fo= ~he be~ef~t of
Grantor: may, by inst=ume::!t in ~';:::-;L':=-:-_;;
., modify, alter or revoke this Agree::te::;: i::
delivered to Tr~ste
whole or in part ,.
IN WITNESr WrlEREOF. CATF~~INE H. EL~EN3~RGE~ ~as
hereunto set her h"d .and seal, and DAU:?HIN DEPOSIT 3A~iK .1l.'::C
TRUST COMPANY has CjuSed this Ag~eement of T~st t~ be si~e~ =~
its (Vice) presider.'! and its'seal a::fixec., attested by it:s
- 8 -
JUN-D4-ZDDl 13:Z5
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FROII-KEEFER, IXlD.ALLElCUAHAL
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T1TS1ZSSDS T-SZZ P.OIO/OIZ f-m
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". ..f;/':' ~..:cretary I I' "ssr(Vic~ ?:-esident -r7l..iJS7" Of;FrUEf'-
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Secretary, all by 0
day and year first
ATTEST:
CSEA:.1
-
-. .
,
,~
-.
er of its Board of Direc~ors, and all on t~e
ove written!
GR.liNTOR:
~C1~ 1"~.-?--~lG)
CATF'}'Jl.L.~ E. ELLENBERGER
T!-tUST3E:
DAUPHIN DEPOSIT BANK A.VD TRUST
COMPANY
i:
I
FIKIHEEFER, IllOD, ALLElLLRAHAL
Pe'
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.........
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JUN-04-2DDl 13:25
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COMMONWEALTH OF P YLVANIA
COUNTY OF ~
On this, !e cP~ day of f)~ ,1994, before
me, a Notary PubliC'1the undersi~ed office~ personally appeared
CATHARINE H. ELLENE GER, known to me (or satisfactorily prov~~)
to be the e nw~e is sUbscribed to the within
instrument, and ac' ~Wledged that she executed ~he s&~e for the
purposes therein co Jained.
I
I
L'l WITNE5 iWEEREOF, ! have hereunto set my hand an::
I
notarial seal. :
I
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155:
Exp::res:
,I' -
_seal
~t.l~~
~Ex;itesSollL28.19il7
. Member. ~'''''''''''''''"at_
~
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JUN-04-Z001 13:Z5
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FRCiHEEfER, lDlC). ALLEN_LRAHAL
h'
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(I,D,,:r.u..-
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COMMONWEALTH OF Ii'
:55:
COUNTY OF 7)IJIJ jJlf.
On this, ':e fJt;L day of ~
me, a Notary Pub ic, Ithe undersigned offlcer, cersonally appeared
~d r' :1t::' . who ackno,..ledg-~d himself to be
th~(Vi{e) li'residen of DAUPHIN DEPOSIT a~ JL~~ TRUST COMI?~~~, a
. corporation, a..""id t he, as such (Vice) PreSic.e4t, being
authorized to do lexecuted the foregoi~g inst~~ent for ~~e
purposes therein a.:.ned by signing t~e n~~e 0: t~e co=poracior.
by himself as (vice) I?resident. I
I
I
I ~e~eunto set ~.~ cand anc notaria:
I
, 1994, be:ore
i
IN WI~'"ESS [WHEREOF,
I .
seal.
0: _~~~'
Nota=y P)lbEc
My Copn.:.ssion
I:
(SEAL i
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Expires:
,
I
_SeE:I
~Nc:'9/1'Iibla
My ComIli$'siCn = ~1994
:'o:""TlI':'e>", ?QI'YIS"/~JarlI3."t"'i~ or Notaries
822 9_1
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,
Last Will and T esfalrnent
OF
CATHARINE H. ELLENBERGER
I, CATHARINE H. ELLENBERGER, of Lower Allen Township,
Cumberland County, Pennsylvania, do make, publish and declare this to be my
Last Will and Testament, hereby revoking all Wills and Codicils by me at any
time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes may be payable by
my estate or by any recipient of any property, shall be paid by the Executor out of
the property passing under ITEM IV of this Will, as an expense and cost of
administration of my estate. The Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of
insurance or other-property not passing under this Will.
ITEM II: I direct the Executor to pay the expenses
of my last illness and funeral expenses from the property passing under this Will
as an expense and cost of anmini~tration of my estate.
ITEM III: I give and bequeath to SHIPPENSBURG
UNIVERSITY FOUNDATION, INC., my four (4) pictures of Shippensburg
University and my Shippensburg Uriversity President's Club plate.
Page 1
C IJ L
""
(~.
.......'
.~
( .
~ ~.'....,:,
ITEM IV: . I give, devise and bequeath the rest,
residue and remainder of my estate to DAUPHIN DEPOSI~ BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania, IN TRUST NEVERTHELESS, to be held,
arlministered and distributed in accordance with the terms of a certain Second
Amended and Restated Agreement of Trust executed by DAUPHIN DEPOSIT
BANK AND TRUST COMPANY as Trustee and by me as Grantor, dated July 29,
1994, and as amended by Amendment to Second Amended and Restated
Agreement of Trust between me and DAUPHIN DEPOSIT BANK AND TRUST
COMPANY dated August 4, 1997. I hereby confirm and ratify the Second
Amended and Restated Agreement of Trust, as further amended by me, in every
respect.
ITEM V: In addition to powers given by law, the
Executor shall have the following discretionary powers, effective without court
order:
(a) To retain any property received by the Executor;
(b) To sell real estate for any purposes, publicly or privately,
for such prices and on such terms as the Executor deems proper,
without liability on the purchasers to see to application of the
purchase moneys;
(c) To compromise controversies;
(d) To distribute income or principal in cash or in kind, or
partly in each, at valuations fixed by the Execu~or at such times as
are deemed appropriate;
Page 2
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- - ------
(e) To hold investments in the name of a nominee; and
I
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(f) To undertake all other acts in the Executor's judgment
deemed necessary for the proper and advantageous administration
and settlement of my estate.
ITEM VI: I hereby nominate, constitute and appoint
DAUPHIN DEPOSIT BANK AND TRUST COMPANY to be the Executor. The
Executor is specifically relieved from the duty or obligation of filing any bonil or
other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding two (2) pages, at
the end of each page of which I have also set my initials for greater security and
better identification this 'I '1ay of~Uh-hiK 199 'i
^ ~ ~~( ~v
,. If- ,!{~ /
(((,i . ."...,...-<./.....' (SEAL)
CATHARINE H. ELLENBERGER
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testatrix as and for
her Last Will and Testament, in the presence of us, who, at her request and in
her presence and in the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certifY that at the time of the
. .
,
/"'e,
t:::~::<...
0~
~.. .
, ~.:
~-;~~~--
execution thereot; the said Testatrix was of sound and disposing mind and
memory.
A~ md.V~7 (SEAL)
ID,,0J1.M.., a. ~ ""At,......,. k (SEAL)
~~.~ (SEAL)
Residingat p-t;,#/J~- t?//ll'"/t?
,11t.tn?/7I~/J' -rol.().() ~ /7tHc"
Residing at dq R~,,~,...I ;:J.a"'-'Z
'rntJn;.-H-n.... /Ill. /7.51./7
.
Residing at ..-" ir S ~I J-J-vMl P /c.
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF -6--~~-~~--
)
) SS:
)
I, CATHARINE H. ELLENBERGER, Testatrix, whose name is
signed to the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it willingly; and that I
signed it as my free and voluntary act for the purposes therein expressed.
(SEAL)
[-:,cL, ..~~{j '7l~r
CATHARINE H. ELLENBERGER
Swom to and subscribed before
methis .., a day of ~
,197f.
l // J-r /i
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......' r<.A A'C;,'f\, .il,.r'-(.f../r-4~..e.,-"",
- ,: Notary PublIc-
,/
My Commission Expires:
........IIL IIIImmiIIISlmII Ii
~~:;;\:~J!lWlfIi::I!
~C'ammillBicm"'-" ~~ '
. ~n!S:"'-Wl~t:' 1'4._ 1!~
(SEAL)
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AFFIDA vrr
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF )
We, S'tt~ /rJ,4!.1€?ry , Sf,A-rtJ/1 ^ IJrf'kl/J/;'k and
~/1' ,i} fll-l/(McI . the Witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw Testatrix, CATHARINE H.
ELLENBERGER, sign and execute the instrument as her Last Will and
Testament; that Testatrix signed willingly and that she executed said Will as her
free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the Testatrix signed the Will as Witnesses; and that to the
best of our knowledge the Testatrix was at that time eighteen (18) or more years
of age, of sound mind and under no constraint or undue influence.
JW7 /J7 ~/'
Witness
Sh(1M'>-, 2. (,l,NJ~t
Witness
~c4.. ~a..vC
Witness -
Sworn to and subscribed before
me this 7 C!t-- day of {}~c-,J~
19 If'
, Ii .' /~0 '/ '-
\ '/71-
"/ . ,/., .. Vb'
_~"-tr..-M"'-'/' L~./~<./---r~xL.
(/ Notary Public------
My Commission Expires:
(SEAL)
Joanne M cNotarial Saal
I-i . roU(/1amal Notary PubIIo
MLco~~i~~~~'~~~fo~~. ~~u~
-
82Z7 1
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v
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Catharine H. Ellenberger
No. 21-2001-563
also known as
Date of Death OS/24/2001
. Deceased Social Security No. 161- 32 - 5261
A11first Trust Company of PA, NA,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent. that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I fINe verify that the statements made in this Inventory are true and correct. IflNe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative
Name of
Attorney:
Elyse Rogers
Signature: A1" m~
A11first Trust Company of PA, NA
1.0. No.:
Signature:
Address:
415 Fa110wfield Rd Suite 102
Address: 213 Market Street
Camp Hill, PA 17011
Harrisburg, PA 17101
Telephone: 717/612 - 5800
Telephone: 717/255-2051
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
437,492.71
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems.lnc.
Form #RW-7 (1992)
,.
,
Estate of:
Date of Death:
County:
INVENTORY
Catharine H. Ellenberger
OS/24/2001
Cumberland
CASH:
Cash found in room
Federated Fund *851 - Date of
Death Balance
Accrued Interest
First Union Checking Account
*1000663233666 - Date of
Death Balance
Internal Revenue Service -
2001 Tax Relief Check
Received from AARP - Refund
Received from Orrstown Bank -
Balance in Checking Account
as of Date of Death
Accrued Interest
Received from Orrstown Bank
Shippensburg University -
Final Payment on Charitable
Remainder Unitrust
State Employee Retirement -
5/1 - 5/24
The Christian Science Monitor
- Refund
PERSONAL PROPERTY:
Jewelry - Sale Price
Personal Property - Sale Price
1
1. 73
101,332.94
219.25
3,760.27
300.00
21.75
13,410.28
43.12
3,317.66
1,460.95
13.54
981. 65
1,149.20
123,881.49
2,130.85
;
Estate of:
Date of Death:
County:
Catharine H. Ellenberger
OS/24/2001
Cumberland
STOCKS/LISTED:
268.197 shares Firsthand Technology
Value Fund 1037
15,005.62
547.891 Janus Worldwide Fund #41
29,120.41
46,868.18
749.052 shares Legg Mason Inc
650.108 shares PBHG Growth Fund #632
17,526.91
59,738.90
500.935 shares Vanguard 500
Index-Admiral Shs #540
BONDS:
$15,000 Federal Home Loan
Banks 7.25% due 5/13/05
Accrued Interest
15,923.44
33.23
$25,000 CitiGroup Inc. Note
5.7% due 2/6/04
Accrued Interest
25,163.75
423.54
$25,000 Federal Home Loan
Banks 5.46% due 9/22/04
Accrued Interest
25,054.69
235.08
$25,000 Federal Home Loan
Banks 5.9% due 1/30/06
Accrued Interest
25,101.56
467.08
$25,000 Federal Home Loan
Banks 6.05% due 2/14/08
Accrued Interest
24,960.94
420.14
$25,000 GTE Southwest
Debenture 6.23% due 1/1/07
Accrued Interest
24,818.23
618.67
TOTAL RECEIPTS OF PRINCIPAL........ .......
2
168,260.02
143,220.35
437,492.71
, /6 ;z.Q6- /1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-11-2002
ELLENBERGER
05-24-2001
21 01-0563
CUMBERLAND
101
'02 t'W~ 18 P 2 :1 6
SUE MAUERV
ALLFIRST TR CO
213 MARKET ST
HBG
OF PA.
\.1. ~
CUlli,..
PA 17101-1183
*
REV-1547 EX AFP (01-0Zl
CATHARINE H
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
rtiv=i5'4-j-E3f-AFP-foY:02Y-NoT"icE--OF-YN'HERiTANCE-T"Ax-A"PPRA"isEi"-iNT~--Ai:rOWANCE-(fR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ELLENBERGER CATHARINE H FILE NO. 21 01-0563 ACN 101 DATE 03-11-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVER$E
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
311.480.37
.00
.00
.00
126,012.34
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental 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. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
29,657.81
1,689.80
(11)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forn with your
tax paynent.
437,492.71
31.347 61
406,145.61
406,145.10
.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00XI2=
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
~~~~~. l"J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expresslY reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 8 (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140),
PAYMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF KILLS, AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30Z0 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (inCluding discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, 80ard of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of
the tax paid is allowed.
PENALTY:
The 1570 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (670) percent per annum calculated at a dailY rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
198Z ZO% .000548 199Z 970 .000Z47
1983 1670 .000438 1993-1994 77. .00019Z
1984 1170 .000301 1995-1998 970 .000Z47
1985 1370 .000356 1999 77. .00019Z
1986 1070 .000Z74 ZOOO 870 .000Z19
1987 970 .000Z47 ZOOl 970 .000Z47
1988-1991 1170 .000301 ZOOZ 670 .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
~~
PLEASE FILE THIS REPORT \VITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Catherine H. Ellenberger
Date of Death: 5-24-01
Estate No.:
21,,:,,01-0563
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:
(date)
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: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes No
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Date:
9/5/" z.
Allfirst T~USL Company of Pennsylvania, NA
Executor ot the Estate of Catherine H.
BY x1tU /Y2 ~ _ Ellenberger
Signature Sue Maulry, Vice President
Sue Mauery, Vice President
Name (Please type or print)
Sue Mauery, Vice President/Trust Officer
Address
(717) 255-2051
:MAH:rmtJAM3 "
Telephone No.
Caoac::itv'
Person:J.1RepresernJtl ',l~
Counsel for Personal Represenranve
R.W.-58
.. '.
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2 1 - 0 1 - 05 6 3
ESTATE OF CATHARINE H. ELLENBERGER, DECEASED
--------------------------------------------
--------------------------------------------
FIRST AND FINAL ACCOUNT OF
Allfirst Trust Company of Pennsylvania, NA, Executor
--------------------------------------------------------------------------------
--------------------------------------------------------------------------------
Date of Death:
May 24, 2001
June 15, 2001
July 6, 2001
May 24, 2001 to
May 29, 2002
Date of Executor's Appointment:
Date of First Advertisement of Letters:
Accounting for the period:
--------------------------------------------------------------------------------
--------------------------------------------------------------------------------
Purpose of Account: Allfirst Trust Company of Pennsylvania, NA, Executor,
offers this account to acquaint interested parties with the transactions that
have occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
Allfirst Trust Company of Pennsylvania, NA
213 Market Street
Harrisburg, PA 17101-2127
(717) 255-2051
Or
Elyse Rogers
Keefer, Wood, Allen & Rahal
415 Fallowfield Road
Camp Hill, PA 17011
(717) 612-5800
"
SUMMARY OF ACCOUNT
Estate of Catharine H. Ellenberger, Deceased
For Period of OS/24/2001 through OS/29/2002
Page
Proposed Distributions
to Beneficiaries
19
PRINCIPAL
Receipts:
Per Inventory Filed 3-4
This Account 4
Net Gain (or Loss) on Sales
or Other Disposition
5-6
Less Disbursements:
Debts of Decedent 7
Funeral Expenses 7
Administration Expenses 7-8
Reserves 8
Balance before Distributions
Distributions to Beneficiaries
9-10
Principal Balance on Hand
11
For Information:
Investments Made
Changes in Investment Holdings
12-14
INCOME
Receipts:
This Account
15-16
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
17
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
18
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
2
Current
Value
"
'.
Fiduciary
Acquisition
Value
291,475.73 291,475.73
--------------- ---------------
--------------- ---------------
2,360.80
16.00
418.25
29,749.56
437,492.71
194.61
(15,899.20)
421,788.12
32,544.61
389,243.51
105,000.00
284,243.51
8,046.78
0.00
8,046.78
814.56
7,232.22
0.00
7,232.22
291,475.73
OS/24/01
OS/24/01
RECEIPTS OF PRINCIPAL
AS PER INVENTORY AS FILED 1/15/02:
CASH:
Cash found in room
Federated Fund #851 -
Date of Death Balance
Accrued Interest
First Union Checking Account
#1000663233666 -
Date of Death Balance
Internal Revenue Service -
2001 Tax Relief Check
Orrstown Bank -
Balance in Checking Account
as of Date of Death
Accrued Interest
Orrstown Bank -
Shippensburg University -
Final Payment on Charitable
Remainder Unitrust
Received from AARP - Refund
State Employee Retirement -
5/1 - 5/24/01
The Christian Science Monitor -
Refund
PERSONAL PROPERTY:
Jewelry - Sale Price
Personal Property - Sale Price
STOCKS/LISTED:
268.197 shares Firsthand Technology
Value Fund #1037
547.891 shares Janus Worldwide Fund
#41
3
1. 73
101,332.94
219.25
3,760.27
300.00
13,410.28
43.12
3,317.66
21.75
1,460.95
13 .54
981.65
1,149.20
15,005.62
29,120.41
I' "
Fiduciary
Acquisition
Value
123,881.49
2,130.85
OS/24/01
OS/24/01
OS/24/01
08/30/01
749.052 shares Legg Mason Inc.
46,868.18
650.108 shares PBHG Growth Fund #632
17,526.91
500.935 shares Vanguard 500
Index-Admiral Shares #540
59,738.90
BONDS:
$15,000 Federal Home Loan
Banks 7.25% due 5/13/05
Accrued Interest
15,923.44
33.23
$25,000 CitiGroup Inc. Note
5.7% due 2/6/04
Accrued Interest
25,163.75
423.54
$25,000 Federal Home Loan
Banks 5.46% due 9/22/04
Accrued Interest
25,054.69
235.08
$25,000 Federal Home Loan
Banks 5.9% due 1/30/06
Accrued Interest
25,101. 56
467.08
$25,000 Federal Home Loan
Banks 6.05% due 2/14/08
Accrued Interest
24,960.94
420.14
$25,000 GTE Southwest
Debenture 6.23% due 1/1/07
Accrued Interest
24,818.23
618.67
CASH SUBSEQUENT TO INVENTORY:
Legg Mason Inc. - 194.61
Proceeds from 3.263 shares
received as Capital Gains Distribution
TOTAL RECEIPTS OF PRINCIPAL...............
4
"
168,260.02
143,220.35
123,881.49
437,687.32
07/11/01
07/17/01
07/17/01
07/17/01
07/17/01
07/20/01
07/20/01
07/23/01
07/23/01
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain
Loss
Personal Property - Sale Price
Net Proceeds
Fid. Acq. Value
1,149.20
1,149.20
0.00
$15,000 Federal Home Loan
Banks 7.25% due 5/13/05
Net Proceeds
Fid. Acq. Value
15,904.69
15,923.44
18.75
$25,000 Federal Home Loan
Banks 5.46% due 9/22/04
Net Proceeds
Fid. Acq. Value
24,812.50
25,054.69
242.19
$25,000 Federal Home Loan
Banks 5.9% due 1/30/06
Net Proceeds
Fid. Acq. Value
24,843.75
25,101. 56
257.81
$25,000 Federal Home Loan
Banks 6.05% due 2/14/08
Net Proceeds
Fid. Acq. Value
24,757.81
24,960.94
203.13
268.197 shares Firsthand Technology
Value Fund #1037
Net Proceeds
Fid. Acq. Value
11,789.94
15,005.62
3,215.68
650.108 shares PBHG Growth Fund #632
Net Proceeds
Fid. Acq. Value
15,167.02
17,526.91
2,359.89
$25,000 CitiGroup Inc. Note
5.7% due 2/6/04
Net Proceeds
Fid. Acq. Value
25,470.75
25,163.75
307.00
$25,000 GTE Southwest
Debenture 6.23% due 1/1/07
Net Proceeds
Fid. Acq. Value
25,331.50
24,818.23
513.27
5
07/31/01
07/31/01
08/30/01
09/06/01
547.891 shares Janus Worldwide Fund #41
Net Proceeds
Fid. Acq. Value
500.935 shares Vanguard 500
Index-Admiral Shs #540
Net Proceeds
Fid. Acq. Value
749.052 shares Legg Mason Inc.
Net Proceeds
Fid. Acq. Value
Jewelry - Sale Price
Net Proceeds
Fid. Acq. Value
25,367.35
29,120.41
55,744.05
59,738.90
44,194.07
46,868.18
981.65
981.65
TOTAL GAINS AND LOSSES/PRINCIPAL. . . . . . . . . . .
LESS LaSS.............................
NET GAIN OR LOSS.. . . . . . . . . . . . . . . . . . . . . . . . . .
6
0.00
820.27
16,719.47
(15,899.20)
.,
3,753.06
3,994.85
2,674.11
16,719.47
07/03/01
07/17/01
07/17/01
07/17/01
07/17/01
07/17/01
07/24/01
07/31/01
08/14/01
04/08/02
04/08/02
06/25/01
06/13/01
06/26/01
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
Sue Tobias, Beautician - Hair Care
11.00
Brockie Pharma Tech -
Pharmaceuticals
227.12
Kelly Assisted Living Services -
Contract Services Expense
136.00
McCuen & Associates PT -
Medical Expense
79.12
Metropolitan Medical Inc. -
Medical Expense
87.00
Orrstown Bank -
Trustee Fee Paid for 4/1 - 5/24/01
424.65
Woods at Cedar Run -
Nursing Home Expense
694.89
Verizon - Telephone Expense
25.02
First Union Checking Account
#1000663233666 -
Check Outstanding as of Date of Death
5.00
Internal Revenue Service -
2001 Personal Income Tax Balance Due
386.00
Pennsylvania Dept of Revenue -
2001 Personal Income Tax Balance Due
285.00
TOTAL DEBTS OF DECEDENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FUNERAL EXPENSES
W. Orville Kimmel Funeral Home -
Eight Death Certificates
16.00
TOTAL FUNERAL EXPENSES..............................
ADMINISTRATION EXPENSES
Cumberland County Register of wills -
Cost to Probate and Letters
375.00
PA Department of Health -
Div of Vital Records -
Death Certificates for Peter &
Henrietta Birnstiel
6.00
7
2,360.80
16.00
11/27/01
01/15/02
Haar's Auction -
Commission from Sale of Jewelry
Cumberland County Register of wills -
Filing Inheritance Tax Return and Inventory
11.25
26.00
RESERVES
TOTAL ADMINISTRATION EXPENSES.......................
Allfirst Trust Company of PA, NA -
Executor's Fee
Cumberland County Register of wills -
Filing Fees
Keefer, Wood, Allen & Rahal -
Attorney's Fee
19,499.71
500.00
9,749.85
TOTAL RESERVES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
TOTAL DISBURSEMENTS OF PRINCIPAL....................
8
..
418.25
29,749.56
32,544.61
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Cumberland County Historical Society
08/15/01
Specific Bequest as per
Article I(d) (v) of the Second
Amended & Restated Agreement
of Trust dated 7/29/94
Dauphin County Historical Society
08/21/01
Specific Bequest as per
Article I(d) (iv) of the Second
Amended & Restated Agreement
of Trust dated 7/29/94
Grace United Methodist Church
08/17/01
Specific Bequest as per
Article I(d) (ii) of the Second
Amended & Restated Agreement
of Trust dated 7/29/94
Harrisburg Civic Club
08/24/01
Specific Bequest as per
Article I(d) (vi) of the Second
Amended & Restated Agreement
of Trust dated 7/29/94
Harrisburg Symphony Association
08/15/01
Specific Bequest as per
Article I(d) (viii) of the
Second Amended & Restated
Agreement of Trust dated 7/29/94
Shippensburg University Foundation, Inc. -
"The Catharine H. Ellenberger Scholarship Fund"
09/06/01
Specific Bequest as per
Article I (d) (iii) of the
Second Amended & Restated
Agreement of Trust dated 7/29/94
Shippensburg University Foundation, Inc. -
Festival Chamber Orchestra Association
09/06/01
Specific Bequest as per
Article I(d) (ix) of the Second
Amended & Restated Agreement
of Trust dated 7/29/94
9
5,000.00
5,000.00
25,000.00
5,000.00
5,000.00
50,000.00
5,000.00
United Methodist Women -
Grace United Methodist Church
08/17/01
Specific Bequest as per
Article I (d) (vii) of the
Second Amended & Restated
Agreement of Trust dated 7/29/94
TOTAL DISTRIBUTIONS TO BENEFICIARIES......
10
5,000.00
105,000.00
PRINCIPAL BALANCE ON HAND
Description
Current Value Fiduciary
Acquisition
or as Noted Value
ARK Money Market Portfolio
284,243.51 284,243.51
284,243.51 284,243.51
--------------- ---------------
--------------- ---------------
11
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
Cost
$15,000 Federal Home Loan Banks
7.25% due 5/13/05
OS/24/01
07/17/01
inventoried
sold
15,923.44
(15,923.44)
0.00
$25,000 CitiGroup Inc. Note
5.7% due 2/6/04
OS/24/01
07/23/01
inventoried
sold
25,163.75
(25,163.75)
0.00
$25,000 Federal Home Loan Banks
5.46% due 9/22/04
OS/24/01
07/17/01
inventoried
sold
25,054.69
(25,054.69)
0.00
$25,000 Federal Home Loan Banks
5.9% due 1/30/06
OS/24/01
07/17/01
inventoried
sold
25,101. 56
(25,101.56)
0.00
$25,000 Federal Home Loan Banks
6.05% due 2/14/08
OS/24/01
07/17/01
inventoried
sold
24,960.94
(24,960.94)
0.00
12
$25,000 GTE Southwest Debenture
6.23% due 1/1/07
OS/24/01
07/23/01
inventoried
sold
24,818.23
(24,818.23)
0.00
Firsthand Technology Value Fund #1037
OS/24/01
07/20/01
268.197 shares inventoried
(268.197)shares sold
15,005.62
(15,005.62)
o
0.00
Janus Worldwide Fund #41
OS/24/01
07/31/01
547.891 shares inventoried
(547.891)shares sold
29,120.41
(29,120.41)
o
0.00
Jewelry
OS/24/01
09/06/01
inventoried
sold
981.65
(981.65)
0.00
--------------
--------------
Legg Mason Inc.
OS/24/01
08/30/01
749.052 shares inventoried
(749.052)shares sold
46,868.18
(46,868.18)
o
0.00
PBHG Growth Fund #632
OS/24/01
07/20/01
650.108 shares inventoried
(650.108)shares sold
17,526.91
(17,526.91)
o
0.00
--------------
--------------
Personal Property
OS/24/01
07/11/01
inventoried
sold
1,149.20
(1,149.20)
0.00
--------------
--------------
13
Vanguard 500 Index-Admiral Shares #540
OS/24/01
07/31/01
500.935 shares inventoried
(500.935)shares sold
59,738.90
(59,738.90)
o
0.00
14
RECEIPTS OF INCOME
INTEREST
$15,000 Federal Home Loan Banks
7.25% due 5/13/05
07/17/01
$25,000 CitiGroup Inc. Note
5.7% due 2/6/04
07/23/01
$25,000 Federal Home Loan Banks
5.46% due 9/22/04
07/17/01
$25,000 Federal Home Loan Banks
5.9% due 1/30/06
07/17/01
$25,000 Federal Home Loan Banks
6.05% due 2/14/08
07/17/01
$25,000 GTE Southwest Debenture
6.23% due 1/1/07
07/17/01
07/23/01
Interest 5/24 - 7/1/01
160.08
95.18
ARK Money Market Portfolio
08/01/01
09/04/01
10/01/01
11/01/01
12/03/01
12/03/01
02/01/02
03/01/02
04/01/02
05/01/02
375.59
1,091.54
843.93
700.31
538.39
576.97
516.43
453.14
470.41
456.95
15
154.06
233.54
200.96
217.16
222.67
255.26
6,023.66
Orrstown Bank
09/19/01
Interest on Checking Account
8/27 - 9/14/01
Interest on Checking Account
5/29 - 6/25/01
Interest on Checking Account
7/26 - 8/26/01
Interest on Checking Account
5/24 - 5/28/01
Interest on Checking Account
6/26 - 7/25/01
49.84
27.21
09/19/01
50.93
09/19/01
53.47
09/19/01
15.34
09/19/01
Orrstown Bank Federated Fund
07/17/01
07/17/01
08/15/01
Interest 5/24 - 6/1/01
Interest 6/1 - 6/30/01
Interest 7/1 - 7/31/01
63.95
352.94
125.79
TOTAL INTEREST INCOME.................. ...
TOTAL RECEIPTS OF INCOME..................
16
196.79
542.68
8,046.78
8,046.78
07/17/01
OS/29/02
DISBURSEMENTS OF INCOME
Orrstown Bank - Trustee Fee
Paid for 5/25 - 6/30/01
290.97
Allfirst Trust Company of PA, NA -
Commission on Income
523.59
TOTAL DISBURSEMENTS OF INCOME..................
814.56
17
INCOME BALANCE ON HAND
Current Value
Fiduciary
Acquisition
Value
Description
or as Noted
ARK Money Market Portfolio
7,232.22
7,232.22
7,232.22 7,232.22
--------------- ---------------
--------------- ---------------
18
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value
or as Noted
Peter Birnstiel - Deceased 6/10/00
Henrietta Birnstiel - Deceased 6/9/00
Grace United Methodist Church
One-Half Share of Residue as
per Article I(d) (x) of the
Second Amended & Restated
Agreement of Trust dtd 7/29/94
145,737.86
Fiduciary
Acquisition
Value
145,737.86
145,737.86 145,737.86
Shippensburg University Foundation, Inc. -
"The Catharine H. Ellenberger Scholarship Fund"
One-Half Share of Residue as
per Article I(d) (x) of the
Second Amended & Restated
Agreement of Trust dtd 7/29/94
145,737.87
145,737.87
291,475.73
19
145,737.87
145,737.87
291,475.73
AFFIDAVIT
Allfirst Trust Company of pennsylvania, NA, Executor under the Last
will and Testament of CATHARINE H. ELLENBERGER, deceased, hereby declares under
oath that it has fully and faithfully discharged the duties of its office; that
the foregoing Account is true and correct and fully discloses all significant
transactions occurring during the accounting period; that all known claims
against the estate have been paid in full; that, to its knowledge, there are no
claims now outstanding against the Estate; that all taxes presently due from the
estate have been paid; and that more than four months have elapsed since the
first complete advertisement of the granting of letters in this estate.
Allfirst Trust
~
vania, NA, Executor
Subscribed and sworn to
before me this Q to day
of ~ ,2002.
cJlpf~ d(-'. ~4...
Notary Public
NGtarlal Seal
Deanrya L Wells, Notary Public
HarriSburg, Dauphin County
My Commission Expires Dec. 6, 2004
Member, f'l!nnsylvania AstOCialion Of Notaries
20
"
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THE ESTATE OF CATHARINE H.
ELLENBERGER, Deceased
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0563
ATTORNEY'S CERTIFICATE
I, Elyse E. Rogers, do hereby certify that written notice of the filing of the
First and Final Account of Allfirst Trust Company of Pennsylvania, NA, Executor
for the Estate of Catharine H. Ellenberger, Deceased, and of the date, time and
place when the same will be presented to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County for confirmation and of the last day to file
written objections to the Account and Proposed Statement of Distribution has been
given to every unpaid claimant and to every other person known to the account to
have or claim an interest in the Estate as creditor, beneficiary, heir or next of kin at
least twenty (20) days prior to the date fixed therefor.
The requirements of Rule 6.3-1 of the Orphans' Court Rules of Cumberland
County, Pennsylvania, have been met.
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Date: J~ JL(. J.00L
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