HomeMy WebLinkAbout01-0910
RE'i-l/iJOEX(6-OO)
REV-1500
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'* COMMONWEALTH OF
PENNSYLVANIA
. . DEPARTMENT OF REVENUE
DEP1280601
HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN FI~ENUMBE/~)
RESIDENT DECEDENT ~~-~~
__t2~C)
NUMBER
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Z
W
C
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C
DECEDENT'S NAME (LAST, FIRST, AND MiDDlE INITIAL)
~ 0 cl \- 0 c.... \<. JL ++ (1 E,
DAlE OF DEATH (MM-DD-YEAR) DAlE OF BIRTH (MM-DD-YEAR)
01-04-01 03-0~-19
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
187 - jg - 37/S:-
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
0'1. Original Retum
o 4. Limited Estate
o 6. Decedent Died Testate (AItach all>Y ofVv1ll)
o 9. Litigation Proceeds Received
D 3. Remainder Retum (dale of death prior 10 12-13-82)
D 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AIIach Sch 0)
o 2. Supplemental Retum
048. Future Interest Compromise (_ofdealhafter 12-12-l12)
o 7. Decedent Maintained a Living Trust (AltachcopyofTrusI)
o 10. Spousal Poverty Cred~ (dalsofdeslh beIween 12-31-91 and 1-1-85)
COMPLETE MAILING ADDRESS
It.{ 19 CO NCOl--cl.. 1<J.
fY\Q.. ~j'\AN'C~ Leo-;} ) PA. J10rtJ
. E d /,J /1''/
FIRM NAME (K Appie8bIe)
- (p~8
(1)
(2)
(3)
(4)
(5)
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or SoIe-ProprietOlShip
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate BiDing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Une 11)
13. Chalitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11) 3.9--60
(12) ftJ-g'1/5S"
,
(13)
(14) (p3.}S.r
\) 3~(P
(6)
(7)
fJ; s'. O'f9
.
(8)
l!>fp,41S-
(9)
(10)
3. 2-~O
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14. Net Value Subject to Tax (Une 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rata, or transfers under Sac. 9116 (a)(1.2)
x .0 _ (15)
x .0 !:ti: (16)
').. , ? if-:;'-
(
(()31 I r~
.
16. Amount of Line 14 taxable at tineal rate
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
18. Amount of Line 14 taxable at coIlataral rate
x .15 (18)
19. Tax Due
(19)
?-J ~ 1./1-
(
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN ,OVERPAYMENT
/1
Decedent's Complete Address:
STREET ADDRESS
CITY
STATE
?14
ZIP/7()/3
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2-J 8 4')-
I
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TolallnterestJPenalty ( 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)
A. Enter the interest on the lax due.
(5)
(SA)
'J.. I <3' if 'J-
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
'),., g '1?-
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... ~ 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 IRI
c. retain a reversionary interest; or.......................................................................................................................... 0 ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 181
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 1RI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 I:RI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 IRr
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and s1lIlemenlS, and 10 the best of my knowledge and belief, it is true, lXlrrect
and lXlmplete.
Declara1ion of preparer other than 1he peISOnal representative is based on an information of which preparer has any knowledge.
SIGNATUR OF PERS N RESPON LE FOR FILlIjS RETURN
C " L~tt-t.d
ADDRESS
'/ Co /-' C-O 1-,,/ /2 cI I '<< C/lI'~ '" I c.- [" L U
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
() - 2--0/
l'lO,r
DATE
ADDRESS
For dates of death on or aller July 1, t 994 and before January 1, 1995, the lax 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 lax 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 1rom lax, and the statutory requirements for disclosure of assets and filing a tax retum are sbll applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or aller July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased chDd twenty-one years of age or younger at death to or for the use of a natural paren~ 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 decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the deceden~ whether by blood or adoption.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
13.e.-HI1 E
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
1(Odf() ,--1<
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survlvollihlp must be disclosed on Scl\edule F.
ITEM
NUMBER
1.
DESCRIPTION
VAlUE AT DATE
OF DEATH
(',.I'\~ ~ lI, ;J J A c c-Ov- r-- i-
'PS~ aA~k
e~J'+ ~.I(..,...IIN)
Su.-
I\++A c. A-Rd
?~.
b ~'" K oS.fA-.f~ nv~ "- +.
I) 3LPC,
TOTAL (Also enter on line 5, Recapitulation) $ ) ) 3. (.,p ~
(If more space is needed, insert additional sheets of the same size)
-3
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COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
~-2Hff E RcrAh>e-K.
FILE NUMBER
This schedule must be completed and filed if the answerro any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF DECDS
ITEM t<a.t.IlE _ _ Of TlE TIWlSfBE. _IR RaATIOHSHIP TO lIOCEIlEHT N<DlHE ~TE OF_lIfER DATE OF DEATH INTEREST EXCLUSION TAXABLE VALUE
NllMRi=R AnA()j A lXlPY OF TIlE IHlJ FQl REAL ESTATE. VAlin: flF ASSET
1. HfPu.,Se I out b~' leA I ~O ~ ) ~A\ \-e t-- )
4S:-; J.je A<- t'-.(i.!,
~ 8- <D ~ s-k J.J-R ~ Po 1"+ 'RoAol
6" AS+ Be.,.. I'N I IA. 1/f3/(P 5" '1) /10
1).., VAC-A",,+ /"t- At LA/4 IYtfAd~
7 HA.r-1- 15.0N 'J) t- I v z- 5j'lStp
E A-s.-t- '&...O"'{IN) fA, ) ?3/4>
5. t-h.2L.-KI/lj AcCLJU 1'.1-
W AU f 0 I,.. t- 13 A;... t<.
H ~""'I.! b (.A" d) P A , tjS3
:I>t of m..! I /t0J '2- :
f~ ~++Ac)'1.ed A~A~ COu..... +'(j-
~ I.eAAJ ~ G-~ef'J M/V"'k'~+- V~tAe~.
~..e..- --'2-N dos.e d T ~"t- A, ~ J-.e<.. ~ ;.::/-
~J.. ])~~~.
:r=fRYn 3:
~ A--++Ach.eJ. b~ ~ .J /-A -I~ n-..~_+
TOTAL (Also enter on line 7, Recapitulation) $ bS; 0 f9
(If more space is needed, insert additional sheets of the same size)
If
4
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF If ~ to d
13R" t1 (.,. I". 0 hPc.1<
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. ~ -\-tA c..~e ~
S.Q..Q- l,v VO JL~ , 1-)92-'1
B. ADMINISTRATIVE COSTS:
1. Personal Represen1Blive s Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Yeer(s) Commission Paid:
2. Attorney Fees .J3Cp
3. Family Exemption: (If decedent s address is not the same as claimant s, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant s Fees
6. Tax Return Preparer s Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 3.)'),.60
(If more space is needed, insert additional sheets of the same size)
s
~ It PSB
BEGINNING JANUARY 1, 2001, PSB WILL
NO LONGER BE PRIN~ING ~BE
CBRONOLOGICAL ~RANSAC~ION DE~AIL ON
~BE S~A~EMEN~S.
BETTY E RODROCK
B EDWIN RODROCIt
SBIRLEY A RODROCIt
2866 S~NBY POIN~ RD
EAS~ BERLIN PA 17316
S~A~EMEN~ PERIOD
01/03/01 ~O 02/06/01
PAGB 1
ACCO~
NUMBER
NOWU01!500396
SUMMARY
PREVIOUS
BALANCE
$1366.15
o F
DEBI~
AMO~S
ACCOUN~S
CREDU FEBSI
AMOUN~S IN~ERBS~
$1.28
PRBS~
BALANCB
$1367.63
-------------------------------------------------------------------------------------
CBECK
DA~E
AMO~
C B E C K REG I S ~ E R
CBECK DA~B AMOUNT CBECK
DA~B
AMOUN~
-------------------------------------------------------------------------------------
NOIt ACCOUN~
1/04
IN~ERES~ RA~E
6101500396
1.0000
0.002739' DAILY PERIODIC RA~E
*** DEN~ES O~S~ANDING CBECK/CBECItS
***************************************,*,**.,*,**,,*************************'**************
"," .
DBBI~
DA~E DESCRIP~ION
~ RAN S A C..'!t.."2
DE~AIL
BI~S
FBES
* * * * * * ** ** * * * * *** * * *** * * * * * * * * * ** * * * * *.'* * ..*....''** * * * * ** * * * * * * * * * **'** ** ** * *** ** * * ****'*
NOW ACCOUNT
6101500396
'<1,??t~'
*'*********************************'*****'*'***************************'******************
CREDI~
DA~E DESCRIP~ION
~'R A N SAC ~ 1'0 N
DE~AIL
CREDI~S
FEES
************************************************************************************'*
NON ACCOUNT 6101500396
2/06 IN~ERBS~
$1.28
~RANSAC~ION ~~AL8
YEAR ~O DA~E INTERES~
ANNUAL PERCEN~AGE YIELD EARNED
I~ PAID ~BIS CYCLE
DAYS IN ~BIS CYCLE
AVERAGE BALANCE
$1.28
$2.01
1.003n
$1.28
34
1366 .15
THIS IS NOT A BILL
Mailing Date:
Febcuary 20, 2001
N01~C[E 10fASSESSMENl
'County of AdamsJ
,
~~
You are hereby notified of your right to appeal to the Board 'of Assessment
Appe;Jls if you object to this property tax assessment or tax effective date. You
must' file a written statement of your intention to appeal, which includes the
assessments you want the Board to change, and the address to which notice of
hearing of the appeal shall be mailed. Your appeal must be received by the Board
91,142
on or before April 01, 2001 (forty days)
,Change in your Clean & 8re~n val~e due to
'new land U!ie val uesfrollth.-e',Oept. ofJ~g.
Pt"op,ertYLocation 1.'5: '
2866.SWeNEY';PD'IN]80AQ
CLEAN AND GREEN VALUES
59,140 29,570 50 ~
NOTICE: SEE BACK OF THIS NOTICE
FOR ADDITIONAL INFORMATION.
Property Type: A
Acr"e s : 45. 48
NAME AND ADDRESS
RODROOKFAM'ILY' IRREVQCABLE' TROST
C/O H.EDW IN RQDROCl<'
1419 CONCORD ROAD
MECHAN I CSBURG PA 1 70S~r
,
--T~~C'~,.';""":_;;-'~~:-;--~'-'
. ~'~:,~.::,.:..;,. ',:. .:~,.,,:;,)';;:'T:'":::'"",::' ,'",,-,',' .-. . u "",_~
THIS IS NOT A BILL
Mailing Date:
26. 2001
N01~CEOfASSESSMENl
County of Adams
00~~.~iS~a##:~~' ::~\, rtr r}~~mk14is~bl: }/, ~~.~1~;i~~~~;t'Ji:
:s.~:~~~~~!rf1.4~~~~t,:..
must file a written statement of your intention to 'appeal,whiCh'inCludes;:the',
asses... s. .m. ,en.. you want, the Board. to Change,. and. the.a?dre. "t~ Which. notice Of. .J.
heann,s of .the appeal shall be mailed. Your appeal must be receIved by the Board .'
o-ffor before April 07", 200,1. (forty days),
~"'~"'Wtc.t~~;r-;-"'.~:_'~""''''''''.'f",,::~f-'~::. . '-'_.
~..,... BARR I SON '''DlnVE''~","'";,~"", ,
~_.....~
I
;'..',-.~ri'-.'
NOTICE: SEE BACK OF THIS NOTICE
FOR ADDITIONAL INFORMATION.
Property Type: Ll
Acres.: . 34
NAME AND ADDRESS
~"_".,..", --~. ~.-~.,.
," .,....,,~-r.- ,'+--.r::' ;. """""'r......,~~;;f'-~
;~":.~v:..:...-~. ~
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ROD ROCK FAMILY IRREVOCABLE TRUST
C/O H EDWIN RODROCK
1419 CONCORD ROAD
MECHANIG$aURG,~.
.... . ~.,.'-"
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RODROCK FAMILY IRREVOCABLE TRUST
1419 CONCORD RD
MECHANICSBURG PA 17050-1955
STATEMENT DATE FOCUS
1110/01
3038
PAGE 1
Estate of Betty E. Rodrock
In care of:
H. Edwin Rodrock
1419 Concord Rd.
Mechanicsburg, PA 17055
F. Funeral Home Inc--East Ber.
306 Harrisburg Street
East Berlin, P A 17316
(717)259-7131
Statement Date: January 23,2001
Service ill: RODBET
Decedent's SSN: 187-18-3715
~~!~~~~~~E~!~~_~~~~~~~~~~~____________________________________________________________
2. FACILITIES AND SERVICES
Memorial Service
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home
Out of town transportation
FUNERAl. HOME SERVICE CHARGES
SELECTED MERCHANDISE:
Thankyou cards
Register book
Memorial Folders
Concrete Cremation Vault
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED
C. SPECIAL CHARGES
Direct Cremation
CASH ADVANCES
Opening Grave
Newspaper Notices-Local
Newspaper Notices - Out-of-town
Clergy/Mass Offering
Certified Copies of the Death Certificate
Flowers
Cremation Cost
CASH ADVANCES AND SPECIAL CHARGES
TOTAL FUNERAL EXPENSES INCURRED
INITIAL PAYMENT / DISCOUNT / CREDITS
TOTAL DUE
$260.00
$100.00
$75.00
-----------
$435.00
$5.00
$30.00
$35.00
$75.00
-----------
$580.00
$1710.00
$200.00
$25.00
$35.72
$175.00
$20.00
$53.00
$125.00
-----------
$2343.72
$2923.72
$2923.72
cr
" ..
THE
RODROCK FAMILY
IRREVOCABLE TRUST
THIS~RUST ~GREEMENT is executed in triplicate on this /97'1-7
day of J(l.1 tern !:J ~ r ,1994, by and between HARRY Z. RODROCK and
BETTY E. RODROCK, now of 2866 Stoney Point Road, East Berlin, Adams
County, Pennsylvania 17316 (herein called "Settlor" or "Settlors")
and H. EDWIN RODROCK, now of 1419 Concord Road, Mechanicsburg,
Cumberland County, Pennsylvania 17055 (herein called "Trustee").
ARTICLE I. TRUST ESTATE
1.01. Initial Principal. Settlors, desiring to establish
an irrevocable trust, do hereby irrevocably transfer, assign and
deliver to the Trustee and its successors, and assigns the assets
listed on Schedule A, attached hereto and made a part hereof. As
further evidence of such assignment, the Settlors have executed or
will execute or cause to be executed such other instruments as may
be required for the purposes of completing the assignment or
transfer of title to such property to the Trustee. The Trustee
accepts such transfer and assignment to itself as Trustee, and
undertakes to hold, manage, invest and reinvest the assets of this
Trust, and to distribute the income and principal of the Trust in
accordance with the provisions of this Agreement.
1.02. Additional Principal. The Settlors and any other
person or persons, with the consent of the Trustee, shall have the
right at any time to make additions to the corpus of this Trust or
any share thereof hereby established. All such additions shall be
held, governed, and distributed by the Trustee in accordance with
the terms and conditions of this Agreement.
ARTICLE II. IRREVOCABILITY OF TRUST
2.01. Irrevocability. Settlors have been advised of the
consequences of an irrevocable trust and hereby declare that this
Trust shall be irrevocable and shall not be altered, amended,
revoked, or terminated by Settlors or any other person or persons.
ARTICLE III. LIFE INSURANCE POLICIES
3.01. General Provisions. If any insurance pOlicies are
transferred into this Trust, the Trustee shall be vested with all
right, title, and interest in and to the transferred pOlicies of
insurance, and is authorized and empowered to exercise and enjoy,
for the purposes of the Trust herein created and as absolute owner
of such pOlicies of insurance, all the options, benefits, rights
and privileges under such pOlicies, including the right to borrow
upon and to pledge them for a loan or loans. The Trustee takes all
-, ,.
rights, title, and interest in and to the above stated insurance
policies subject to any prior split-dollar life insurance agreement
and assignments, which may be in effect at the time of transfer.
The insurance companies which have issued pOlicies are hereby
authorized and directed to recognize the Trustee as absolute owner
of such pOlicies of insurance and as fully entitled to all options,
rights, privileges, and interests under such policies, and any
receipts, releases, and other instruments executed by the Trustee
in connection with such pOlicies shall be binding upon all persons
interested in this Trust. The Settlors hereby relinquish all
rights, title, interest and powers in such pOlicies of insurance
which Settlors may own and which rights, title, interest and
powers are not assignable, and will, at the request of the Trustee,
execute all other instruments reasonably required to effectuate
this relinquishment.
3.02. Payment of Premiums. The Trustee shall be under no
obligation to pay the premiums which may become due and payable
under the provisions of any pOlicy of insurance which may be
transferred or assigned to this Trust, or to make certain that such
premiums are paid by the transferor of such pOlicy, or to notify
any persons of the nonpayment of such premiums, and the Trustee
shall be under no responsibility or liability of any kind in case
such premiums are not paid, except the Trustee shall apply any
di vidends received on such pOlicies to the payment of premiums
thereon. Upon notice at any time during the continuance of this
Trust that the premiums due upon such pOlicies are in default, or
that premiums which will become due will not be paid, either by the
transferor or by any other person, the Trustee, within its sole
discretion, may apply any cash values attributable to such policy
to the purchase of paid-up insurance or of extended insurance, or
may borrow upon such pOlicy for the payment of premiums due
thereon, or may accept the cash values of such policy upon the
policy's forfeiture. In the event that the Trustee receives the
cash value of such pOlicy upon its forfeiture for nonpayment of
premiums, the amount received shall be added to the corpus of this
Trust, and shall be administered according to the terms of this
Agreement. If the insured under such pOlicies of insurance,
becomes totally and permanently disabled within the meaning of any
pOlicies and because thereof the payment of premiums, or any of
them, shall during the pendency of such disability, be waived, the
Trustee, upon receipt of such knowledge, shall promptly notify the
insurance company which has issued such pOlicies, and shall take
any and all steps necessary to make such waiver of premium
provision effective.
3.03. Duties of Trustee wi th Regard to Life Insurance
policies. The Trustee shall be under no obligation or duty
whatever except with respect to the safekeeping of such pOlicies of
insurance and the duty to receive such sums as may be paid to them,
2
.. ~.
in accordance with the requirements of this Trust, by the companies
issuing such pOlicies, and to hold, manage and disburse such
proceeds subj ect to the terms of this Agreement. Upon the death of
the insured, the Trustee shall make reasonable efforts to carry out
the provisions of this Agreement, including the maintenance or
defense of any suit, provided, however, the Trustee shall be under
no duty to maintain or enter into any litigation unless its
expenses, including counsel fees and costs, have been advanced or
guaranteed in an amount and in a manner reasonably satisfactory to
the Trustee. The Trustee may repay any advances made by it or
reimburse itself for any such fees and costs from any corpus or
income of this Trust.
ARTICLE IV. TRUST DISTRIBUTIONS
4.01. Trust Principal. The entire corpus of this Trust,
including the assets initially transferred to this Trust,
subsequent additions to this Trust, and the proceeds of any sale,
exchange or investment of such Trust assets, shall be used for the
purposes herein contained.
4.02. Income Distribution. During the Settlors'
lifetimes, the Trustee shall distribute all of the net income of
the trust in equal shares to, or for the benefit of, HARRY Z.
RODROCK and BETTY E. RODROCK, for and during the remainder of their
lives, and the Trustee shall distribute all of the net income of
the Trust to, or for the benefit of, the survivor of them during
the survivor's lifetime, provided that if either HARRY Z. RODROCK
or BETTY E. RODROCK should be admitted into a long-term care
facility for a period of time greater than thirty (30) days, then
the Trustee shall distribute all of the net income of the trust to,
or for the benefit of, either HARRY Z. RODROCK or BETTY E. RODROCK,
whichever of them is not residing in a long-term care facility. In
the event both HARRY Z. RODROCK and BETTY E. RODROCK should be
residing in a long-term care facility for a period of time greater
than thirty (30) days (or in the event that one of them has
predeceased the other and the survi vor is in a long - term care
facility for a period of time greater than thirty (30) days), the
Trustee shall discontinue distribution of all income to both of
them (or the survivor), and shall accumulate any and all of the net
income of the trust, and shall add such net income to the principal
of the trust.
4.03. Principal Distributions. Upon the death of both
Settlors, the Trust shall terminate. upon termination, the
remaining trust estate shall be distributed to the Settlors' son,
H. EDWIN RODROCK, per stirpes. If the Settlors' son predeceases
the termination of this Trust without leaving issue, then the son's
share shall be distributed to the Settlors' son's spouse, Shirley
A. Rodrock. The Settlors acknowledge that they have a daughter,
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BETTYANN C. (RODROCK) MARRIOTT, now of 14153 Morningview Drive,
Chino Hills, California 91709, but decline to make any distribution
to her.
4.04. General Power of Appointment. Settlors' son, H.
EDWIN RODROCK, is hereby granted the general power to appoint some
or all of the principal of this Trust to himself, his estate, his
creditors, the creditors of his estate, or any other individual, in
such proportions and upon such terms (in trust, outright gifts, or
in any other manner) as he deems advisable. This power shall not
be exercisable under his Will. If Settlors' son fails, either in
whole or in part, to exercise this general power of appointment
herein granted, the unappointed principal shall continue in trust
and shall be administered according to the terms of this Trust.
Upon the death, resignation, removal or incapacity of Settlors'
son, H. EDWIN RODROCK, then Settlors' daughter-in-law, SHIRLEY A.
RODROCK, shall exercise the general power of appointment under this
provision.
ARTICLE V. POWERS OF TRUSTEE
5.01. General Powers. In addition to such other powers
and duties as may have'been granted elsewhere in this Trust, but
subject to any limitations contained elsewhere in this Trust, the
Trustee shall have the following powers and duties:
A. In the management, care and disposition of this Trust, the
Trustee shall have the power to do all things and to execute such
deeds, instruments, and other documents as may be deemed necessary
and proper, including the following powers, all of which may be
exercised without order of or report to any court:
(1) To sell, exchange, or otherwise dispose of any
property, real, personal or mixed, wheresoever located,
at any time held or acquired hereunder, at pUblic or
private sale, for cash or on terms as may be determined
by the Trustee, without advertisement, including the
right to lease for any term notwithstanding the period of
the Trust, and to grant options, including an option for
a period beyond the duration of the Trust.
(2) To invest all monies in such stocks, bonds,
securities, investment companies or trust shares,
mortgages, notes, choses in action, real estate,
improvements thereon, and other property as the Trustee
may deem best, without regard to any law now or hereafter
in force limi ting investments of fiduciaries; except that
the Trustee may not invest in any stock or securities
issued by the corporate Trustee or issued by a parent or
affiliate company of such Trustee.
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(3) To retain for investment any property deposited
with the Trustee hereunder; except that the Trustee may
not retain for investment any stock or securities in the
corporate Trustee or in a parent or affiliate company of
such Trustee.
(4) To vote in person or by proxy any corporate
stock or other security and to agree to or take any other
action in regard to any reorganization, merger,
consolidation, liquidation, bankruptcy or other procedure
or proceedings affecting any stock, bond, note or other
security held by this Trust.
(5) To use lawyers, real es ta te brokers,
accountants and any other agents, if such emploYment is
deemed necessary or desirable, and to pay reasonable
compensation for their services.
(6) To compromise, settle or adjust any claim or
demand by or against the Trust and to agree to any
rescission or modification of any contact or agreement
affecting the Trus,t.
(7) To renew any indebtedness, as well as to borrow
money, and to secure the same by mortgaging, pledging or
conveying any property of the Trust, including the power
to borrow from the Trustee (in the Trustee's individual
capacity) at a reasonable rate of interest.
(8) To retain and carry on any business in which
the Trust may acquire any interest, to acquire additional
interests in any such business, to agree to the
liquidation in kind of any corporation in which the Trust
may have any interest and to carry on the business
thereof, to join with other owners in adopting any form
of management for any business or property in which the
Trust may have an interest, to become or remain a
partner, general or limited, in regard to any such
business or property and to hold the stock or other
securities as an investment, and to employ agents, and
confer on them authority to manage and operate the
business, property or corporation, without liability for
the acts of any such agent of for any loss, liability or
indebtedness of such business if the management is
selected or retained with reasonable care.
(9) To register any stock, bond or other security
in the name of a nominee, without the addition of words
indicating that such security is held in a fiduciary
capacity, but accurate records shall be maintained
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showing that the stock, bond or other security is a trust
asset and the Trustee shall be responsible for the acts
of the nominee.
(10) To merge this Trust with any other trust
created in my Will or otherwise, with similar provisions
and purposes and the same beneficiary or beneficiaries,
but only to the extent that the merger of the trusts will
not cause the imposition of gift tax or generation-
skipping tax, federal or otherwise.
B. Whenever the Trustee is directed to distribute any trust
principal in fee simple to a person who is then under twenty-one
(21) years of age, the Trustee shall be authorized to hold such
property in trust for such person until he becomes twenty-one (21)
years of age, and in the meantime shall use such part of the income
and the principal of the trust as the Trustee may deem necessary to
provide for the proper support and education of such person in the
standard of living to which he has become accustomed. If such
person should die before becoming twenty-one (21) years of age, the
property then remaining in trust shall be distributed to the
personal representative of such person's estate.
c. In making distributions from the Trust to or for the
benefit of any minor or other person under a legal disability, the
Trustee need not require the appointment of a guardian, but shall
be authorized to payor deliver the distribution to the custodian
of such person, to payor deliver the distribution to such person
without the intervention of a guardian, to payor deliver the
distribution to the legal guardian of such person if a guardian has
already been appointed, or to use the distribution for the benefit
of such person.
D. In the distribution of the Trust and any division into
separate trusts and shares, the Trustee shall be authorized to make
the distribution and division in money or in kind or in both,
regardless of the basis for income tax purposes of any property
distributed or divided in kind, and the distribution and division
made and the values established by the Trustee shall be binding and
conclusive on all persons taking hereunder. The Trustee may in
making such distribution or division allot undivided interests in
the same property to several trusts or shares.
E. If at any time after Settlors' death the total fair market
value of the assets of any trust established or to be established
hereunder is so small that the corporate Trustee's annual fee for
administering the trust would be equal to or less that the minimum
annual fee set forth in the Trustee's regularly published fee
schedule, then the Trustee in its discretion shall be authorized to
terminate such trust or to decide not to establish such trust, and
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in such event the property then held in or to be distributed to
such trust shall be distributed to the persons who are then or
would be entitled to the income of such trust. If the amount of
income to be received by such persons is to be determined in the
discretion of the Trustee, then the Trustee shall distribute the
property among such of the persons to whom the Trustee is
authorized to distribute income, and in such proportions, as the
Trustee in its discretion shall determine.
F. The Trustee shall be authorized to lend or borrow,
including the right to lend to or borrow from the Settlors'
estate, at an adequate rate of interest and with adequate security
and upon such terms and conditions as the Trustee shall deem fair
and equitable.
G. The Trustee shall be authorized to sell or purchase, at
the fair market value as determined by the Trustee, any property to
or from Settlors' estate, the estate of Settlor's spouse, or any
trust created by Settlor or Settlor's spouse during life or by
will, even though the same person or corporation may be acting as
executor of Settlor's estate or the estate of Settlor's spouse or
as trustee of any other such trusts and as the Trustee of this
Trust.
H. The Trustee shall have discretion to determine whether
items should be charged or credi ted to income or principal or
allocated between income and principal as the Trustee may deem
equitable and fair under all the circumstances, including the power
to amortize or fail to amortize any part or all of any premium or
discount, to treat any part or all of the profit resulting from the
maturity or sale of any asset, whether purchased at a premium or at
a discount, as income or principal or apportion the same between
income and principal, to apportion the sales price of any asset
between income and principal, to treat any dividend or other
distribution on any investment as income or principal or to
apportion the same between income or principal, to charge any
expense against income or principal or apportion the same, and to
provide or fail to provide a reasonable reserve against
depreciation or obsolescence on any asset subject to depreciation
or obsolescence, all as the Trustee may reasonably deem equitable
and just under all of the circumstances.
I. The Trustee is hereby authorized and empowered to purchase
such insurance policies as it deems appropriate.
5.02. Voting by Trustee. When the authority and power
under this Trust is vested in two (2) or more Trustees or Co-
Trustees, the authority and powers are to be jointly by the
Trus tees or Co - Trus tees. A maj ori ty of the Trus tees or Co - Trus tees
may exercise any authority or power granted under this Trust
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Agreement or granted by law, and may act on behalf of the Trust.
Any attempt by one such Trustee to act for the Trust on other than
ministerial acts shall be void. The action of one such Trustee on
behalf of the Trust may be (but need not be) validated by a
subsequent ratification of the act by a majority of the Trustees or
Co-Trustees.
ARTICLE VI. SPENDTHRIFT PROVISION
6.01. General Provision. No beneficiary shall have the
power to anticipate, encumber or transfer his interest in the Trust
Estate in any manner other than by the valid exercise of a Power of
Appointment. No part of the Trust Estate shall be liable for or
charged with any debts, contracts, liabilities or torts of a
beneficiary or subject to seizure or other process by any creditor
of a beneficiary.
ARTICLE VII. CONSTRUCTION OF TRUST
7.01. Choice of Law. This Trust shall be administered and
interpreted in accordance with the laws of the Cormnonwealth of
Pennsylvania.
7.02. Code. Unless otherwise stated, all references in
this Trust to section and chapter numbers are to those of the
Internal Revenue Code of 1986, as amended, or corresponding
provisions of any subsequent federal tax laws applicable to this
Trust.
7.03. Other Terms. Unless the context otherwise requires,
the use of one or more genders in the text includes all other
genders, and the use of either the singular or the plural in the
text includes both the singular and the plural.
7.04. CaDtions. The captions set forth in this Agreement
at the beginning of the various divisions hereof are for
convenience of reference only and shall not be deemed to define or
limit the provisions hereof or to affect in any way their
construction and application.
7.05. Situs of Trust. The Trust shall have its legal
situs in Cumberland County, Pennsylvania.
ARTICLE VIII.
COMPENSATION OF TRUSTEE AND
APPOINTMENT OF SUCCESSOR TRUSTEE
8.01. ComDensa tion. The Trus tee shall receive as its
compensation for the services performed hereunder that sum of
money, based on an hourly charge or percentage rate, which the
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Trustee normally and customarily charges for performing similar
services during the time which it performs these services.
8.02. Removal of Trustee. Settlors may remove the
Trustee, at any time or times, with or without cause, upon thirty
(30) days written notice given to the current Trustee. Upon the
death of the Settlors, a majority of the current income
beneficiaries may remove the Trustee, at any time or times, with or
without cause, upon thirty (30) days written notice given to the
Trustee. Upon the removal of the Trustee, a successor Trustee
shall be appointed in accordance with the terms set forth in
Paragraph 8.03.
8.03. APpointment of Successor Trustee. The Trustee may
resign at any time upon thirty (30) days written notice given to
the Settlors if Settlors are living, or in the event of Settlors'
death, upon thirty (30) days written notice given to the current
income beneficiary or beneficiaries (including a beneficiary's
natural or legal guardian or legal representative), hereunder.
Upon the death, resignation, removal or incapacity of the Trustee,
then the Settlors' daughter-in-law, SHIRLEY A. RODROCK, shall
become the successor trustee. Upon the death, resignation, removal
or incapacity of the successor trustee, then additional successor
trustees may be appointed by the Settlors or the survivor during
Settlors' lifetimes, or, after Settlors' deaths, by a majority of
the current income beneficiaries. Settlors prohibit the
appointment of Settlors, or either of them, as Trustee and any
attempt to do so shall be without authority under this Agreement.
Any successor trustee shall be a financially sound and competent
individual or corporate trustee. Any successor trustee thus
appointed, or, if the Trustee shall merge with or be consolidated
with another corporate fiduciary, then such corporate fiduciary,
shall succeed to all the duties and to all the powers, including
discretionary powers, herein granted to the Trustee.
ARTICLE IX. PERPETUITIES CLAUSE
9.01. General Provision. Notwithstanding anything to the
contrary in this Trust, each disposition I have made here, legal or
equitable, to the extent it can be referred in its postponement of
becoming a vested interest to a duration measured by some life or
lives in being at the time of my death is definitely to vest in
interest, although not necessarily in possession, not later that
twenty-one (21) years after such lives (and any period of gestation
involved); or, to the extent it cannot be referred in any such
postponement to such lives, is to so vest not later than twenty-one
(21) years from the time of my death.
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ARTICLE X.
ACQUISITION OF UNITED STATES TREASURY BONDS
ELIGIBLE FOR TAX PAYMENT; PAYMENT OF TAXES, FUNERAL
EXPENSES, AND EXPENSES OF ADMINISTRATION
10.01. Acquisition of Bonds. The Trustee may, at any time,
without the prior approval or direction of the Settlors and whether
or not the Settlors are able to manage their own affairs, acquire
United States Treasury Bonds selling at a discount, which bonds are
redeemable at their par value plus accrued interest thereon for the
purposes of applying the proceeds to the payment of the united
States estate tax on the Settlors' estate; and the Trustee may
borrow from any lender, including itself, with or wi thout security,
to so acquire these bonds.
10.02. payment of United States Estate Tax by Bond
Redemption. The Settlors direct that any United States Treasury
Bonds which may be redeemed at their par value plus accrued
interest thereon for the purpose of applying the proceeds to the
payment of the United States estate tax imposed on the Settlors'
estates, and which are held by the Trustee, shall, to the extent of
the amount determined to be required for payment of the estate tax,
be distributed to the legal representative of the Settlors' estates
to be used by the legal representative ahead of any other assets
and to the fullest extent possible to pay the estate tax.
10.03. Payment of Death Taxes and Other Estate Settlement
Costs. After the Trustee has complied with paragraph 10.02, above,
and ascertained from the legal representative that all such bonds
have been redeemed in payment of the United States estate tax, the
Trustee shall also ascertain from the legal representative whether
the legal representative has sufficient assets to pay the remaining
legacy, succession, inheritance, transfer, estate and other death
taxes or duties (except the additional estate tax imposed by
Section 2032 (c), or corresponding provisions of the Internal
Revenue Code of 1986 applicable to the Settlors' estates and
imposing the tax) levied or assessed against the Settlors' estates
(including all interest and penalties thereon), all of which taxes,
interest and penalties are hereafter referred to as the death
taxes, interest and penalties. If the legal representative advises
the Trustee that insufficient funds exist to pay all the death
taxes, interest and penalties, the Trustee shall then pay to the
legal representative from the trust property, an amount equal to
all the death taxes, interest and penalties in excess of the funds
available to the legal representative for this purposes, which
payments are to be made without apportionment. In making the
payments, the Trustee shall use only those assets or their proceeds
which are includable in the Settlors' gross estates for purposes of
the United States estate tax and shall not impair the marital
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i
portion without first exhausting the entire non-marital portion.
If the Executors of the Settlors' Estates, in such Executor's
sole discretion, shall determine that appropriate assets of
Settlors' estates are not available in sufficient amount to pay (1)
the Settlors' funeral expenses, and (2) expenses of administering
the Settlors' estates, the Trustee shall, upon the request of the
Executor of the Settlors' estates, contribute from the principal of
the trust estate the amount of such deficiency; and in connection
with any such action the Trustee shall rely upon the written
statement of the Executor of the Settlors' estates as to the
validity and correctness of the amounts of any such expenses, and
shall furnish funds to such Executor so as to enable such Executor
to discharge the same, or to discharge any part of all thereof
itself by making paYment directly to the person entitled or
claiming to be entitled to receive paYment thereof. No
consideration need be required by the Trustee from the Executor of
Settlors' estates for any disbursement made by the Trustee pursuant
hereto, nor shall there be any obligation upon such Executor to
repay to the Trustee any of the funds disbursed by it hereunder,
and all amounts disbursed by the Trustee pursuant to the authority
hereby conferred upon it shall be disbursed without any right in or
duty upon the Trustee to seek or obtain contribution or
reimbursement from any person or property on account of such
paYment. The Trustee shall not be responsible for the application
of any funds delivered by it to the Executor of the Settlors'
estates pursuant to the authority herein granted, nor shall the
Trustee be subject to liability to any beneficiary hereunder on
account of any paYment made by it pursuant to the provisions
hereof.
IN WITNESS WHEREOF, the Settlors and Trustee have hereunto set
their hands and seals as of the day and year first above written.
WITNESS:
9cucH!. ~ a ~cD
~ 0:19 (I ~ a t?2uuj) A.a:: z;. e ~
r==-'iiETrl E. RODROCK. SETTLOR
( SEAL)
(SEAL)
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COMMONWEALTH OF PENNSYLVANIA :
/I J::: : SS:
COUNTY OF 7 /)/"
On this, the J~~ day of 5~tP'.I-e/h~er, 1994, before me, a
Notary Public, the undersigned offfcer, personally appeared HARRY
z. RODROCK, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within Trust Agreement, and
acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I have set my hand and official Seal.
Notarial Seal
Stacey L; Nace. Notary Public
Ferm~gn Twp., Juniata County
My COmrTllSSlOn Expires Oct. 16, 1995
Member, Pennsylvania Association of Notaries
~
Expires:
COMMONWEALTH OF PENNSYLVANIA
Ut<
COUNTY OF 7 cJ/
On this, the /91'0 day of ::;;;-O/f/,nber, 1994, before me, a
Notary Public, the undersigned officer, personally appeared BETTY
E. RODROCK, known to me (or satisfactorily proven) to be the
persons whose name is subscribed to the within Trust Agreement, and
acknowledged that she executed the same for the purposes therein
contained.
.
.
SS:
Notari~! 's{)?f
Stacey l . ~..", PubrlC
M:~~~i;)fl " ':' '~95
lv'.ember, PennsY;;;ajia~ori-of Noiaiies
The fOreg~g Tru.st
accepted, at 0 fr k
1994.
IN WITNESS WHEREOF, I have set my hand and official Seal.
~~L4: 4" #au
NotaryjPublic
My Commission Expires:
Notarial Seal
Stacey L Nace. NotaIy Public
Fermanagh T\':'P.. Juniata County
My Commission ExPies Oct. 16, 1995
Member, Pennsylvania Association of Notaries
Agreement was delivered, ~rpt! is/ hereby
, Pennsylvania, on~-::r /9 ,
r~~. oJ
(!. . 7c~
I
;{fL- ~ (SFAL)
. EDWIN RODROCK, TRUSTEE
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SCHEDULE nAn
SCHEDULE
REFERRED TO IN THE ANNEXED
TRUST AGREEMENT
DATED J;/1ltm/;er J 9 , 1994
r
FROM HARRY Z. RODROCK AND BETTY E. RODROCK,
SETTLORS
TO H. EDWIN RODROCK,
TRUSTEE
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11::136
DEE D
'I'HIS DEED is made the /~ day of -.5(/.f-c:rn.be/' , in the year
nineteen hundred and ninety-four (1994).
BET~EEN HARRY Z. RODROCR and BETTY E. RODROCR, his wife, now of
2866 Stoney Point Road, East Berlin, Adams County, Pennsylvania
17316, parties of the first part, GRANTORS,
AND
H. EDWI~ RODROCR, Trustee of the RODROCR FAMILY IRREVOCABLE TRUST
dated.~~/~/.nb~r /9 ,1994, party of the second part, GRANTEE.
,
WITNESSETH, that said parties of the first part, for and in
consideration of the sum of One ($1.00) Dollar, lawful money of the
United States of America, well and truly paid by the said parties
of the second part to the said parties of the first part, at or
before the sealing and deli very of these presents, the receipt
whereof is hereby acknowledged, have hereby granted, bargained,
sold, aliened, enfeoffed, released, conveyed and confirmed, and by
theSe presents do grant, bargain, sell, alien, enfeoff, release,
convey and confirm unto the said party of the second part, his
heirs, successors and assigns,
ALL THAT CERTAIN tract or parcel of land situate in the Township of
Reading, County of Adams and Commonwealth of Pennsylvania, bounded
and described as follows, to wit:
BEGINNING at stone on line of land now or formerly of John L.
Bosserman; thence by same North nineteen and three-fourth (19-3/4)
degrees West, forty-seven and nine-tenth (47.9) perches to a stone
on line of lands now or formerly of Harry March; thence North
seventy-three and one fourth (73-1/4) degrees East, nineteen (19)
perches to a stone; thence North thirty-six and three-fourth (36-
3/4) degrees East, seventeen and two-tenth (17.2) perches to a rock
oc_kj thence by lands now or formerly of John H. Reaser, South
eighty-eight and one-half (88-1/2) degrees East, thirty-two and
five-tenth (32.5) perches to a stone; thence North ten and one-
fourth (10-1/4) degrees West, fourteen and nine-tenth (14.9)
perches to a stone on a road; thence North seventy-nine and one-
half (79-1/2) degrees East, fifty-four and four-tenth (54.4)
perches; thence by said road South three and three-fourth (3-3/4)
degrees East, twenty-six and eighteen hundredth (26.18) perches to
a stone; thence further along said road South four and one-half (4-
1/2) degrees West, twenty-one (21) perches to a point; thence along
land now or formerly of Lewis H. King, South five and one-half (5-
1/2) degrees West, six and one-tenth (6.1) perches to a point;
thence along land of the same North eighty-eight and three-fourth
(88-3/4) degrees East, fourteen and nine-tenth (14.9) perches to an
BK 0 9 4 2 PG 0 3 I 6
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iron pin; thence along land of the same North five and one-half (5-
1/2) degrees East, six and one-tenth (6.1) perches to a stone;
thence North thirteen and three-fourth (13 -3/4) degrees West,
twenty-one (21) perches to a stake; thence along land now or
formerly of J.H. Reeser, South eighty-eight and one-half (88-1/2)
degrees East, twenty-eight and eight tenth (28.8) perches to a
point; thence along land now of formerly of Absalom Albert, South
thirty-four (34) degrees East, sixty-two and seven-tenth (62.7)
perches to a stone; thence by lands now or formerly of Lewis
Bosserman, South sixty-one and three-fourth (61-3/4) degrees West,
fifty-eight (58) perches to a wild cherry; thence by the Same South
forty-five and one-half (45-1/2) degrees West, thirty-eight (38)
perches to a stone in a road; thence North three and one-half (3-
1/2) degrees East, fifty-nine and six-tenth (59.6) perches to a
stone; thence by lands now or formerly of Lewis Bosserman, South
eighty and one-half (80-1/2) degrees West, thirty-four and two-
tenths (34.2) perches to a post; thence south seventy-nine and
three-fourth (79-3/4) degrees West, sixty-one and three-tenth
(61.3) perches to the place of BEGINNING. CONTAINING sixty-nine
(69) acres, forty-nine (49) perches and one hundred seventy-five
(175) square feet.
The above description was obtained from a draft prepared by P.S.
Orner, County Surveyor, dated November 9, 1950.
BEING the same premises which Harry E. Myers, Jr., by his deed
dated February 6, 1953, and recorded in the Recorder of Deeds
Office in and for Adams County, on February 6, 1953, in Deed Book
Volume 201, Page 299, granted and conveyed unto Harry Z. Rodrock
and Betty E. Rodrock, his wife, Grantors herein.
EXCEPTING AND RESERVING ALL THAT CERTAIN tract of land situate in
Reading Township, Adams County, Pennsylvania, more particularly
bounded and described as follows:
BEGINNING at a stone in center of. public road on line now
or formerly of William Gibbs and Ernest Beaver, thence
along lands now or formerly of Ernest Beaver North 68
degrees 22 minutes 14 seconds East 314.46 feet to a
stone; thence along lands of same North 33 degrees 27
minutes 9 seconds East 286.65 feet to an oak tree; thence
along lands now or formerly of Luther Wilt North 86
degrees 3 minutes 55 seconds West 534.45 feet to an iron
pin; thence along other lands now or formerly of Harry
Rodrock South 11 degrees 37 minutes 4 seconds East 917.81
feet to an iron pin; thence South 75 degrees 43 minutes
59 seconds West 873.98 feet to a stone at lands now or
formerly of William Gibbs in the center line of the
public road aforesaid; thence in the center of said road
2
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and by lands now or formerly of Gibbs North 23 degrees 59
minutes 19 seconds West 790.91 feet to a stone at the
place of BEGINNING. CONTAINING 20.193 acres.
TAKEN from a draft and survey by John Lazarowicz, R.S.,
dated April 25, 1966.
BEING the same premises which Harry Rodrock and Betty E.
Rodrock, husband and wife, by their Deed dated June 20,
1966, and recorded on September 10, 1966, in the Office
of the Recorder of Deeds of Adams County, Pennsylvania,
in Deed Book 258, Page 958, granted and conveyed unto
Lake Meade, Inc., a Pennsylvania Corporation.
ALSO EXCEPTING AND RESERVING ALL THAT CERTAIN tract of land situate
in Reading Township, Adams County, Pennsylvania, more particularly
bounded and described as follows:
BEGINNING at a point at other lands now or formerly of
Harry Rodrock and wife; thence by same North 74 degrees
49 minutes 56 seconds East 129.05 feet to a point; thence
North 76 degrees 6 minutes 53 seconds East 601.65 feet to
a point in the center line of LegiSlative Route 01008;
thence by said centerline South 2 degrees 3 minutes 7
seconds East 204.30 feet to a point at lands now or
formerly of Ebersole; thence by lands now or formerly of
Ebersole South 76 degrees 6 minutes 53 seconds West
555.26 feet to a point; thence South 74 degrees 49
minutes 31 seconds West 135.12 feet to a point at other
lands now or formerly of Rodrock now or shortly to be
conveyed to Lake Meade, Inc.; thence by same North 13
degrees 26 minutes 10 seconds West 200.10 feet to a point
at the place of BEGINNING. CONTAINING 3.339 acres.
TAKEN from a draft and survey by John Lazarowicz, R.E.,
dated April 27, 1966.
BEING the same premises which Harry Rodrock and Betty E.
Rodrock, husband and wife, by their Deed dated June 20,
1966, and recorded on September 10, 1966, in the Office
of the Recorder of Deeds of Adams County, Pennsylvania,
in Deed Book 258, page 961, granted and conveyed unto
Lake Meade, Inc., a pennsylvania Corporation.
ALSO EXCEPTING AND RESERVING ALL THAT CERTAIN tract of land
s i tua te, lying and being in Reading Township, Adams County,
Pennsylvania, bounded and described according to a survey and plan
thereof prepared by Gerry D. Larue, Registered Surveyor, dated June
13, 1975, as follows:
3
BK 0 9 4 2 PG 0 3 I 8
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.,
,
BEGINNING at a point in the centerline of Pennsylvania
Legislative Route No. 01008, said point of beginning
being South eighty-seven (87) degrees fifty-seven (57)
minutes forty-nine (49) seconds West twenty and no one-
hundredths (20.00) feet from an iron pin in the southern
boundary of the within described tract; thence in and
along and through the centerline of said Legislative
Route No. 01008 North four (4) degrees thirty (30)
minutes zero (00) seconds East fifty and no one-
hundredths (50.00) feet to a point; thence along lands
now or formerly of Lewis H. King North Eighty-seven (87)
degrees fifty-seven (57) minutes forty-nine (49) seconds
East two hundred fifty-one and sixty-six one-hundredths
(251.66) feet to an iron stake; thence along other lands
now or formerly of the within Grantors South four (4)
degrees thirty (30) minutes zero (00) seconds West fifty
and no one-hundredths (50.00) feet to an iron pin; thence
along lands of the same South eighty-seven (87) degrees
fifty- seven (57) minutes forty-nine (49) seconds West two
hundred fifty-one and sixty-six one-hundredths (251.66)
feet to the point and place of BEGINNING. CONTAINING
12,501 square feet.
BEING the same premises which Harry Z. Rodrock and Betty
E. Rodrock, his wife, by their Deed dated October 1, 1975
and recorded on October 10, 1975 in the Office of the
Recorder of Deeds of Adams County, Pennsylvania, in Deed
Book 320, Page 1161, granted and conveyed unto Roger L.
Stine and Judith A. Stine, his wife.
THIS is a transfer for nominal consideration to a trustee(s) of an
ordinary trust where the transfer of the same property would be
exempt if the transfer was made directly from the grantors to all
of the possible beneficiaries of the trust, whether or not such
beneficiaries are contingent or specifically named. Beneficiaries
are Grantors' son, grandchildren, and daughter-in-law.
TOGETHER with all and singular the buildings and improvements,
ways, streets, alleys, driveways, passages, waters, watercourses,
rights, liberties, privileges, hereditaments and appurtenances,
whatsoever unto the hereby granted premises belonging, or in any
wise appertaining, and the reversions and remainders, rents,
issues, and profits thereof; and all the estate, right, title,
interest, property, claim, and demand whatsoever of the said
Grantors, as well at law as in equity, of, in, and to the same.
TO HAVE AND TO HOLD, the said lot or piece of ground above-
described, with all and singular the buildings and improvements
thereon erected, hereditaments and premises hereby granted, or
4
BK0942PG0319
, \
. ,
mentioned and intended so to be, with the appurtenances, unto the
said Grantee, his heirs and assigns, to and for the only proper use
and behoof of the said Grantee, his heirs and assigns forever.
AND the said Grantors, for themselves, their heirs, executors and
administrators, do covenant, promise and agree, to and with the
said Grantee, his heirs and assigns, by these presents, that they,
the said Grantors, and their heirs, all and singular the
heredi taments and premises hereby granted or mentioned and intended
so to be, with the appurtenances, unto the said Grantee, his heirs
and assigns, against them, the said Grantors and their heirs, and
agains t all and every person and persons whomsoever lawfully
claiming or to claim the same or any part thereof, by, from or
under him, her, them or any of them, shall and will, subject as
a.foresaid, SPECIALLY WARRANT AND FOREVER DEFEND.
IN 'NITNESS WHEREOF, the said parties of the first part have
hereunto set their hands and seals, the day and year first above-
written.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
~ C_ k<< ~fu~ ~
(JIa. . RODROCK
~ C - ') tI dQ/~0 I~ r: IS 0 ct.-JL
BETT E. RODROCK
( SEAL)
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF I/~/)!
.mll ~ '
On this, the /'/. day of ~ tJle/hber ,1994, before me,
a Notary Public for the Co onwealth of pennsylvania, the
undersigned officer, personally appeared HARRY Z. RODROCK, known to
me (or satisfactorily proven) to be the person whose name is
subscribed to the within instrument, and acknowledged that he
executed the same for the purpose therein contained.
SS:
IN WITNESS WHEREOF, I have set my hand and notarial seal. W4"4
~,,~,.\ ;\l;l ; I. -"'I"ll
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f'fIJldIliilSeal ~. ....... !
Stacey L Nace, NOta/y Pubic.... " '';, 1'","\
M:~~l T~.. ~uniata Coun1y '.:.::, ,":
mlSSlOn t:xpres Oct. 16 1995
Member. PaTln$)livania AssOC:IaiJon of Notaries
5
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..
COMMONWEALTH OF PENNSYLVANIA :
CC'lJNTY OF litJ/K ~ SS:
On this, the J9#i day of '5,f(!?mbu ,1994, before me,
a Notary Public for the Corom nwealth of Pennsylvania, the
undersigned officer, personally appeared BETTY E. RODROCK, 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 purpose therein contained.
IN WITNESS WHEREOF, I have set my
seal.
COMMONWEALTH OF PENNSYLVANIA
,t\\.t:ilt\1~"~'" 1::,._ ;t-
,,,\,,,,y\~ e Ji d """'"
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',. ..... _",' J'1I5 ul. - "
~':{) : t==.'~ filO --:,,: CA:~;.r::
Notarial Seal ,.~. :' i/i,"
Stacey L. Nace Notary Public " .~'.~I:' ..' \I').,,::
Fermanag~T\'\lp.:~niataCounty " .;..;::>: \ .
My Commss:on Expoes Oct. 16 i 995 ' :J ~.".~ .
\ -J .,J
Men 1ber. Pennsylvania Association of NOll>ries ' , , . , ' .
SS:
COUNTY OF
Adams
RECORDED in the Office for Recording of Deeds, etc., in and
for said County, in X>~~1ro{Book No. 942 , Page 316
WITNESS
September
my hand and
, 1994.
official seal this
26th day
of
~~ ~d~'
CERTIFICATE OF RESIDENCE
I hereby certify that the present residence of the Grantee herein
is as follows:
6
RETURN DEED TO:
The Rodrock Family Irrevocable
Mr. H. Edwin Rodrock
1419 Concord Road
Mechanicsburg, PA 17055
BK 0 9 4 2 PO 0 3 2 I
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.
~
09-26-94 14:36TINA
l="EES
WRIT TAX
1"'("0
'-r'~1
11230
01 53488
$17.00
$0.50
$'1.7_50
$1 7 . 50
$0.00
RECOROER OF DEEDS
qOAMS CO tH
GETTYSBURG, PA 17325
BETTY H. PITZER
ST
CHI{
CHI<
09~26-94 14:36TINA
$17~50
01 53488
SK 0 94 2 PG 0 3 2 2
.
. ,
.. .'
/1 A 3 I
DEE D
9/-11 /
THIS DEED is made the I day of Jfl/lembv--, in the year
nineteen hundred and ninety-four (1994).
BETWEEN HARRY Z. RODROCK and BETTY E. RODROCK, his wife, now of
2866 Stoney Point Road, East Berlin, Adams County, Pennsylvania
17316, parties of the first part, GRANTORS,
AND
:I. EDWIN RODROCK, Tr;tstee of the RODROCK FAMILY IRREVOCABLE TRUST,
dated~volernbey- LZ , 1994, party of the second part, GRANTEE.
t'HTNES SETH , that said parties of the first part, for and in
consideration of the sum of One ($1.00) Dollar, lawful money of the
United States of America, well and truly paid by the said parties
of the second part to the said parties of the first part, at or
before the sealing and delivery of these presents, the receipt
whereof is hereby acknowledged, have hereby granted, bargained,
sold, aliened, enfeoffed, released, conveyed and confirmed, and by
these presents do grant, bargain, sell, alien, enfeoff, release,
convey and confirm unto the said party of the second part, his
heirs, successors and assigns,
ALL THAT CERTAIN tract or parcel of land situate in the Township of
Reading, County of Adams and Commonwealth of Pennsylvania, being
more particularly described as Lot No. 591 on a plan of Lots of
Lake Meade Subdivision, duly entered and appearing of record in the
Office of the Recorder of Deeds of Adams County in Platt Book 1,
page 4, and subject to all legal highways, easements, rights of way
and restrictions of record.
UNDER AND SUBJECT TO the restrictions, conditions, and covenants
set forth at length in the deed dated June 21, 1967, and recorded
in the Recorder of Deeds Office in and for Adams County, on
September 18, 1971, in Deed Book Volume 295, Page 223.
BEING the same premises which Lake Meade, Inc. by their deed dated
June 21, 1967, and recorded in the Recorder of Deeds Office in and
for Adams County, on September 18, 1971, in Deed Book Volume 295,
Page 223, granted and conveyed unto Harry Z. Rodrock and Betty E.
Rodrock, his wife, Grantors herein.
THIS is a transfer for nominal consideration to a trustee{s) of an
ordinary trust where the transfer of the same property would be
exempt if the transfer was made directly from the grantors to all
of the possible beneficiaries of the trust, whether or not such
BK 0 9 4 2 PG 03 2 4
. .
. .
.
beneficiaries are contingent or specifically named. Beneficiaries
under the Trust are Grantors' son, grandchildren, and daughter-in-
1 mv .
TOGETHER with all and singular the buildings and improvements,
ways, streets, alleys, driveways, passages, waters, watercourses,
rights, liberties, privileges, hereditaments and appurtenances,
whatsoever unto the hereby granted premises belonging, or in any
wise appertaining, and the reversions and remainders, rents,
issues, and profits thereof; and all the estate, right, title,
interes t, property, claim, and demand whatsoever of the said
Grantors, as well at law as in equity, of, in, and to the same.
TO HAVE AND TO HOLD, the said lot or piece of ground above-
described, with all and singular the buildings and improvements
thereon erected, hereditaments and premises hereby granted, or
mentioned and intended so to be, with the appurtenances, unto the
said Grantee, his heirs and assigns, to and for the only proper use
and behoof of the said Grantee, his heirs and assigns forever.
AND the said Grantors, for themselves, their heirs, executors and
administrators, do covenant, promise and agree, to and with the
said Grantee, his heirs and assigns, by these presents, that they,
the said Grantors, and their heirs, 'all and singular the
heredi taments and premises hereby granted or mentioned and intended
so to be, with the appurtenances, unto the said Grantee, his heirs
and assigns, against them, the said Grantors and their heirs, and
against all and every person and persons whomsoever lawfully
claiming or to claim the same or any part thereof, by, from or
under him, her, them or any of them, shall and will, subject as
aforesaid, SPECIALLY WARRANT AND FOREVER DEFEND.
IN WITNESS WHEREOF, the said parties of the first part have
hereunto set their hands and seals, the day and year first above-
'VV'ri t ten.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
C}W2-:t C! >ra ~Acb~
R DOCK
~d-)o~ 1::1 "[.f<..~~<-
. 'BETT E. RODROCK
{SEAL}
{ SEAL}
BK 09 4 2 PO 0 :3 2 5
. .
"
.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ijO/" J::
SS:
On this, the /~ day of ~/e~ ,1994, before me,
a Notary Public for the Commo wealth of Pennsylvania, the
undersigned officer, personally appeared HARRY Z. ROD ROCK , known to
me (or satisfactorily proven) to be the person whose name is
subscribed to the within instrument, and acknowledged that he
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have set my hand and notarial seal.
,,"""11;,
Expires:
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No+.arial Seal
~y~. ~ace, ~ Public
Ferm<>nag~l '~., Juniata County
My Commlss:on t:XP;'€S Oct. 16. 1995
Member, PennsYTvaJliaAc."~;a"_ fN
""""".....n 0 , 'OiafitiS
COMMONWEALTH OF PENNSYLVANIA :
JA ~ . SSe
COUNTY OF ~~/ ;.
On this, the /9fh day of ,---~/JI-&u:fe/ , 1994, before me,
a Notary Public for the co~nwealth of Pennsylvanla, the
undersigned officer, personally appeared BETTY E. RODROCK, 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 purpose therein contained.
IN WITNESS WHEREOF, I have set my hand and notarial seal.
AJ~ ~ ;4; tV-~
~ary E blic '
My Corom SSlon Expires:
r.O A{j~y
.;.;, \~ .............t 0
. . .' .::..:-;.~.....kSj'l,,/..,..;..
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Stacey L. l'.lace Notat'Y PubrlC .... "',",:0 "~i ~
Fermanagh T\vp.: Juniata CClun ....i:>1.~,O ;.:. ..~ : "'.
.,... ;-i .... ........c;;:' . ,...... ...~..~llt.,~-". :...../.~,.:...;,.;
11.1)' CAnm:ss:ontxpo",~ Qcl.1o. i~ , ,) . -1'- ..,c-~?tt.Q, o'. :
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Member, Pennsvlvaniaf..ssooationol NO(dfit~Sj. ." ..:: ..~' ';.. ..... .z,
, .; -.~ -. -....1.. .... .,. 1'''''-.
'" ~;:" :!~7~ .~':b~.'~ 4:
BK 0 9 4 2 PO 0 32 6
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CHI<
$13.50
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF Adams
RECORDED in the Office for Recording of Deeds, etc.,
for ~.C;iidCo'Unty, in Seet! Book No. 942 , Page 324
,. Record
. ,(<'WITNESS ';'.WY, hand and
, ' !=;ppt:p.mber' <"'J ,,1994.
~<~ ';
in and
.....;
official seal this 26th day
~ if ru -PJ:;A.J
Recorder of Deeds
of
;~- ""I
~
..)'
..
"
~,
( c
. '
. .
CERTIFICATE OF RESIDENCE
I hereby certify that the present residence of the Grantee herein
is as follows:
RETURN DEED TO:
The Rodrock Family Irrevocable
Mr. H. Edwin Rodrock
1419 Concord Road
Mechanicsburg, PA
~
11~~31
14:37TINA 01 53489
$13.00
09- 26- 94
FEES
WRIT
CT
....'!
TAX $0.50
$13=50
rn W.OO
RECORDER OF DEEDS
ADAMS CO ffl
GETTYSBURG, PA 17325
BETTY H. PITZER
CHI{ $1.3,50
CW-26-94 14:37TINA 01 53489
BK 0 9 ". 2 PO 0 3 2 7
. t
..
/1 A 3 I
DEE D
THIS DEED is made the 19th day of ~/I-ember-, in the year
nineteen hundred and ninety-four (1994).
BETWEEN HARRY Z. RODROCK and BETTY E. RODROCK, his wife, now of
2866 Stoney Point Road, East Berlin, Adams County, Pennsylvania
17316, parties of the first part, GRANTORS,
AND
TI. EDWIN RODROCK, T~stee of the RODROCK FAMILY IRREVOCABLE TRUST,
dated~~f€~b~ ~ , 1994, party of the second part, GRANTEE.
WITNESSETH, that said parties of the first part, for and in
consideration of the sum of One ($1.00) Dollar, lawful money of the
United States of America, well and truly paid by the said parties
of the second part to the said parties of the first part, at or
before the sealing and delivery of these presents, the receipt
whereof is hereby acknowledged, have hereby granted, bargained,
sold, aliened, enfeoff ed, released, conveyed and confirmed, and by
these presents do grant, bargain, sell, alien, enfeoff, release,
convey and confirm unto the said party of the second part, his
heirs, successors and assigns,
ALL THAT CERTAIN tract or parcel of land situate in the Township of
Reading, County of Adams and Commonwealth of pennsylvania, being
more particularly described as Lot No. 591 on a plan of Lots of
Lake Meade Subdivision, duly entered and appearing of record in the
Office of the Recorder of Deeds of Adams County in Platt Book 1,
page 4, and subject to all legal highways, easements, rights of way
and restrictions of record.
UNDER AND SUBJECT TO the restrictions, conditions, and covenants
set forth at length in the deed dated June 21, 1967, and recorded
in the Recorder of Deeds Office in and for Adams County, on
September 18, 1971, in Deed Book Volume 295, Page 223.
BEING the same premises which Lake Meade, Inc. by their deed dated
June 21, 1967, and recorded in the Recorder of Deeds Office in and
for Adams County, on September 18, 1971, in Deed Book Volume 295,
Page 223, granted and conveyed unto Harry Z. Rodrock and Betty E.
Rodrock, his wife, Grantors herein.
THIS is a transfer for nominal consideration to a trustee(s) of an
ordinary trust where the transfer of the same property would be
exempt if the transfer was made directly from the grantors to all
of the possible beneficiaries of the trust, whether or not such
BK 0 9 4 2 PG (} 3 2 4
. .
. "
.'
beneficiaries are contingent or specifically named. Beneficiaries
under the Trust are Grantors' son, grandchildren, and daughter-in-
lavv.
TOGETHER with all and singular the buildings and improvements,
ways, streets, alleys, driveways, passages, waters, watercourses,
rights, liberties, privileges, hereditaments and appurtenances,
whatsoever unto the hereby granted premises belonging, or in any
wise appertaining, and the reversions and remainders, rents,
issues, and profits thereof; and all the estate, right, title,
interest, property, claim, and demand whatsoever of the said
Grantors, as well at law as in equity, of, in, and to the same.
TO HAVE AND TO HOLD, the said lot or piece of ground above-
described, with all and singular the buildings and improvements
thereon erected, hereditaments and premises hereby granted, or
mentioned and intended so to be, with the appurtenances, unto the
said Grantee, his heirs and assigns, to and for the only proper use
and behoof of the said Grantee, his heirs and assigns forever.
AND the said Grantors, for themselves, their heirs, executors and
administrators, do covenant, promise and agree, to and with the
said Grantee, his heirs and assigns, by these presents, that they,
the said Grantors, and their heirs, "all and singular the
hereditaments and premises hereby granted or mentioned and intended
so to be, with the appurtenances, unto the said Grantee, his heirs
and assigns, against them, the said Grantors and their heirs, and
agains t all and every person and persons whomsoever lawfully
Claiming or to claim the same or any part thereof, by, from or
under him, her, them or any of them, shall and will, subject as
aforesaid, SPECIALLY WARRANT AND FOREVER DEFEND.
!~! WITNESS WHEREOF, the said parties of the first part have
hereunto set their hands and seals, the day and year first above-
\vri t ten.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
~/}I..Q-:l (I ) IX ~jvjJ
~d.)od~jL~~
(SEAL)
I~. ! f<o ~,,{<-
/BETTf E. RODROCK
(SEAL)
BK 09 4 2 PG 0 3 2 5
. .
,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF /jtJ/ J:::
SS:
On this. the /~ day of ,:)'t"le~ . 1994. before me.
a Notary Public for the Commo wealth of Pennsylvania, the
undersigned officer, personally appeared HARRY Z. RODROCK, known to
me (or satisfactorily proven) to be the person whose name is
subscribed to the within instrument, and acknowledged that he
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have set my hand and notarial seal.
Nct.arial Seal
8fa;:ey L; ~ace, ~ Public
Ferrno.nagn , wp. Juniata Co rrty
My Commission Exp;r€s Oct. 1 ~11995
Member, PennsYlval1ia"~~-='atio ' "
'''''''''UU n 0, NOtant;~
~".."..,,,,..,.
,.,..' ^ t\ ..{ (,;' '.,
. A,v ....... <,(
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COMMONWEALTH OF PENNSYLVANIA :
JA K . SS'
COUNTY OF 1'~/ ;.
On this, the /9fh day of ,---~/J/~e/ , 1994, before me,
a Notary Public for the co~nwealth of Pennsylvanla, the
undersigned officer, personally appeared BETTY E. RODROCK, 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 purpose therein contained.
IN WITNESS WHEREOF, I have set my hand and notarial seal.
~~-Y;4,~
tary E bllC
My Comm ssion Expires:
r,(~ AUt......
{', ,;, .......... -to ",
. . "" .' IS'. '
.r....~~(\ /1,/ ". .;;. "~
_, Seal , '>[~ ..<..~...c
Stacey L. ",!ace, Nota.'Y Public .... &;';'':;: ",: :
Fermanagh Twp., Juniata C:)unty '.,,>,(;d.O " ,..; . ",..
""1 ; -i '~"'_'" 1"" ~ ',..~.~<"... .. '....<::
~1y C",nm.s".on Exp.;",:; Oct, 10. ,995 1 . -;(. ,1Cj:n Co, ,<:.l: '
- ..t~ _. ~)'.L':c:_>:' -_~"~'i.- .~, ,~.,
Member, Pl;lnnsylvania/'.ssociaiion of Noca'",~SJ. ". ~.:- .." ~,...' .:,
; ,..:~<:~~~.t:;;~.?
BK 0 9 4 2 PO 0 3 2 6
~. '
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Adams
RECORDED in
for ~~idCounty,
SS:
the Office for Recording of Deeds, etc.,
in gee<< Book No. 942 , Page 324
Record
hand and
,1994.
official seal this 26th day
-6ij; ~.-P~
Recorder 01 Deeds
", (<'WITNESS ;~lQ-Y
.' '" ~ppt-pmhp.r. n,
, /
.... ..~. ~
,~ ;
, ",:'1
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..;
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";-''':-i.''~) .
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CERTIFICATE OF RESIDENCE
"
in and
of
I hereby certify that the present residence of the Grantee herein
is as follows:
RETURN DEED TO:
The Rodrock Family Irrevocable
Mr. H. Edwin Rodrock
1419 Concord Road
Mechanicsburg, PA
tt
1l~~31
01 53489
$13.00
$0.50
$13.. ~>O
$13.50
$0.00
RECORDER OF DEEDS
ADAMS CO #1
GETTYSBURC>; F'A 17325
BETTY H. PITZER
09-26--94 lA:37TINA
fEES
WRIT
ST
CHK
CG
TAX
CHK
09-26-94 14:37TINA
BK 0 9 4 2 PO 0 3 2 7
$1.3J1 50
01 53489
!\tgisttr of Wills anb QCltrk of tbe (!&rpbans' (!Court
~ountp of €umbttlanb
COURTHOUSE, CARLISLE, PA 17013
MARY C. LEWIS
Register of Wills &
Clerk of the Orphans' Court
JERRY R. DUFFIE, ESQ.
Solicitor
TO: EDWIN RODROCK
Estate of: BETTY E RODROCK
1419 CONCORD ROAD
MECHANICS BURG. PA
21-01-910
Date: 10-17-2001
MR. RODROCK"
WE ARE STILL WAITING FOR THE FILING FEE ON THE INHERITANCE TAX
FILING FOR THE ABOVE REFERENCED ESTATE.
THE FEE IS $ 15.00
PLEASE REMIT TO THE ATTENTION OF ANNE
COMMONWEALTH OF PENNSYLVANIA ;1- 1/.... 9
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 11128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Recorc,_
Ae~Jittc=':"
H EDWIN RODROCK
1419 CONCORD RD
MECHANICSBURG
.02 JAN -4 Pl2 :32
p tl~l~~O
Curnberianc PA
12-31-2001
RODROCK
01-04-2001
21 01-0910
CUMBERLAND
101
*5L
REV-1547 EX AFP U2-00>
BETTY
E
AlIOunt Rellitted
CHANGED
U)
(2)
(:3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1,366.00
.00
65,049.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is47-i3f-AFp.-fi'2-:ooi--NCffici--OF-'rNHiifiTAifcE-TAX-A-PPRA-isEiiENT~--Aii-oWAirCE-(ji-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RODROCK BETTY E FILE NO. 21 01-0910 ACN 101 DATE 12-31-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortsase Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to Tax
NOTE:
3~260.00
.00
Ul)
(2)
(3)
(4)
(9)
(10)
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this forll with your
tax paYllent.
66~415.00
~.?60 00
63~155.00
.00
63~155.00
I~ an assessment was issued previously, lines 14. 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ~ returns assessed to date.
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. A.ount of Line 14 at Sibling rat. (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
63~155.00 X 045=
.00 X 12 =
.00 X 15 =
(9)=
.00
2~842.00
.00
.00
2~842.00
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
10-03-2001 CDOO0351 .00 2~842.00
TOTAL TAX CREDIT 2~842.00
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 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISB\.JRG. PA 17128-0601
~
RE~EIVED FROM:
REV-1162 EX(11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RODROCK H EDWIN
1419 CONCORD ROAD
MECHANICSBURG, PA 17050
-------- fold
ESTATE INFORMATION: SSN: 187-18-3715
FILE NUMBER: 21 - 2001 - 0910
DECEDENT NAME: RODROCK BETTY E
DA TE OF PAYMENT: 10/04/2001
POSTMARK DATE: 10/03/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 01/04/2001
NO. CD 000351
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,842.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: EDWIN RODROCK
CHECK# 3067
SEAL
INITIALS: AC
RECEIVED BY:
$2,842.00
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
THIS RECEIPT REPLACES RECEIPT
CD 000347