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HomeMy WebLinkAbout01-1001 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Marv B. Dentler No. ~I- OJ-OIOOI also known as , Deceased Social Security No. 178-40-5315 Petitioner!s), who is/are 1 B years of age or older, apply{ies) for: (COMPLETE "A" OR "B" BELOW:) );I A. Probate and Grant of Letters and aver that Petitioner is the executor named in the Last Will of the Decedent, dated March 23, 1994 and codicil{sl dated State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: CJI 8. Grant of Letters of Administration (d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritateJ Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 1209 Gunstock Lane, Mechanicsburg, PA 17050 (list street, number and municipality) Decedent, then 39 Pennsylvania years of age, died October 17 , 2001, at Harrisburq Hospital. Dauphin County, (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property $15,000 (If not domiciled in PAl Personal property in Pennsylvania ........................................................ $ (If not domiciled in PAl Personal property in County................................................................ $ Value of real estate in Pennsylvania............................................................................................................ $ Total .............................................................................................................................. . . . . . . . . . .. $ -1ji,QQQ Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersi ned: -~ Typed or printed name and residence David B. Dentler 1209 Gunstock Lane Mechanicsbur , PA 17050 Form RW-l Page 1 of 2 (Cumberland County) - Rev. 9/92 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will ~ell and truly ad~inister the estat~ordin~ to law. _ . Sworn to and affirmed and sUbscnbed-I~.. c.J B, U-...o--tl- before me thiS-.al.P TH-- day of No. Estate of Mary B. Dentler ~ 1- 0 I - JODI Deceased Social Security No: 178-40-5315 Date of Death: October 17, 2001 AND NOW, ~ ' 2001, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~Testamentary D of Administration are hereby granted to David B. Dentler d.b.n.c.t.; pendente lite; durante absentia; durante minoritate March 23, 1994 In the above estate and that the instrument{s} dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. . . . ... .. . . . . . . . .. . . . . . .. . . Short Certificate(s)...3....... $ $ $ $ $ $ $ $ Renunciation.... ........ ...... Affidavit ( )................. Extra Pages ( ) .. .. .... .. .. Codicil.......................... J C P Fee........................ Inventory...................... . Other........................... . TOT AL................ $ 50. on 16.00 00.00 \5.00 $ laD .OD Attorney: Stephanie Kleinfelter 1.0. No: 80089 Address: McNees Wallace & Nurick LLC P.O. Box 1166, Harrisburq, Pa 17108-1166 Telephone: 717-237-5228 WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. 4913308 10-19-01 MARY BRYSON DENTLER FEMALE 178-40-5315 10-17-01 12-29-61 PENNSYLVANIA HARRISBURG HOSPITAL DAUPHIN HARRISBURG WHITE HOMEMAKER NO MARRIED 1209 GUNSTOCK LANE. MECHANICSBURG PA DAVID B. DENTLER DAVID T. SEKELY 130 N. MARKET STREET ELIZABETHTOWN, PA METASTATIC BREAST CARCINOMA x ROBERT A. GORDON, M.D. 3912 TRINDLE RD. CAMP HILL 10-19-01 ~YY1ra 25 IRIS CIRCLE 36-338 ELIZABETHTOWN 009283-00001lMarch 17. 1994/DJLlKKM/33831 1JIast lIill anb ille5tattttttt OF MARY B. DENTLER I, MARY B. DENTLER, of Hampden Township, Cumberland County, Commonwealth of Pennsylvania, being of sound and dispm;ing mind. memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all previous Wills or Codicils made by me. ITEM I: I give and bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my husband, DAVID B. DENTLER. ITEM II: I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate, to my husband, DAVID B. DENTLER, if he survives me by thirty (30) days. ITEM III: Should my husband, DAVID B. DENTLER, predecease me, I appoint my sister, BARBARA SHEIRICH, of Landisville, Pennsylvania, guardian of the persons of my minor children. Should my sister, BARBARA SHEIRICH, predecease me, die on or before the thirtieth (30th) day following my death or fail to qualify or cease to act as guardiar., I appoint my sister, CAROLE SPANGLER, of Landisville, Pennsylvania, guardian of the persons of my minor children. ITEM IV: Should my husband, DAVID B. DENTLER, predecease me or die on or before the thirtieth (30th) day following my death, I bequeath the remainder of my household and personal effects and other tangible personalty of like nature (not including cash or securities) to such of my children as are living on the thirty-first (31 st) day following my death, to be divided among them by my Executrix with due regard for their personal preferences in as nearly equal shares as practical. Any such article may, as my Executrix thinks advisable, either be delivered to the minor or any person to hold for the minor or be sold and the 009283-00001/March 17, 1994/DJLlKKM/33831 proceeds paid to the guardian as property distributable to the minor as hereinafter provided in Items V and X hereof. ITEM V: Should my husband, DAVID B. DENTLER, fail to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate to the Trustees hereinafter named IN TRUST for the following uses and purposes. A. To accumulate the income therefrom for and during the terms of the trust. B. Until my youngest living child attains the age of twenty-one (21) years, the Trustee may pay as much of the accumulated income, the income and principal of this Trust as the Trustee may, in its sole discretion, think advisable for the support, education (including education for college, trade school or graduate school), and medical care of my issue, to any of said issue or for the benetit of any of the said issue. Distribution under this paragraph need not be equal nor need all issue be included in all distributions. C. When my youngest living child attains the age of twenty-one (21) years, the Trustee shall divide the then remaining principal into equal and separate shares so that there shall be one share for each child of mine then living and one share for each deceased child of mine who has issue then living. (I) Each share allotted to a deceased child of mine shall be paid to that child's t:ien living issue, per stii pt:S. (2) Each share allotted to a living child of mine shall be held by the Trustee, IN FURTHER SEPARATE TRUST, for the following uses and purposes: (a) To pay income to the child and to expend and apply so much of the principal of the Trust as the Trustee shall, in its sole discretion, consider advisable for the child's support, education (including college education, trade school and graduate school) and medical care. 009283-00001lMarch 17, 1994/DJLlKKM/33831 (b) When the child reaches the age of twenty-one (21) years, he may upon written demand to the Trustee, withdraw up to one-half (~) of the then remaining principal and accumulated income. When the child reaches the age of twenty-four (24) years, he may, upon written demand to the Trustee, withdraw up to one-half of the then remaining principal and any accumulated or undistributed income. When the child reaches the age of twenty-seven (27) years, the child may, upon written demand to the Trustee, withdraw the entire remaining balance of the Trust principal and accumulated or undistributed income. (c) Should the child die hefore receiving the entire balance of the Trust, the Trust shall terminate and the principal and accumulated income shall be paid to the then living issue of said chilli, per stirpes. Should the child die leaving no issue, the principal and accumulated income shall be paid to my then living issue, per stirpes. Should the child die leaving no such issue and should there be no issue of mine then living, the principal and accumulated income shall be distributed as follows: (i) One-half (1/2) of all of said principal and accumulated income to HAROLD DENTLER and MARY ANN DENTLER, of Milton, Pennsylvania, or the survivor of the two. Should both of the above named individuals predecease me or die on or before the thirtieth (30th) day following the termination of the trust, I devise and hequeath the share of these iGdiviJu~-ils w their issue, per stirpes. living on the thiety-first (3 ist) day following my death. (ii) One-half (1/2) of said principal and accumulated income to RICHARD BRYSON and CAROLYN BRYSON, of Lancaster, Pennsylvania or the survivor of the two. Should both of the above named individuals predecease me or die on or before the thirtieth (30th) day following the termination of the trust, I devise and bequeath the share of 009283-00001/March 17. 1994/DJLlKKM/33831 these individuals to their issue, per stirpes, living on the thirty-first (31st) day following my death. D. Should there be no issue of mine living at any time after my death and my said husband's death, the Trust or Trusts created hereunder sha\1 terminate and the principal and accumulated income shall be distributed in accordance with the provisions of subparagraphs C(2)(c)(i) through and including subparagraph C(2)(c)(ii) set forth above. E. Should the principal of any Trust herein provided for become too small, in the Trustees' discretion, so as to make continuance of the Trust inadvisable, the Trustee may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. Upon such termination, the rights of a\1 persons who might otherwise have an interest as succeeding income beneficiary or in remainder shall cease. If any person to receive distribution is a minor or disabled in any way, the Trustee may pay the fund to the parent, guardian, person or organization taking care of that person or, with respect to a minor, Trustee may deposit the fund in a savings fund account in the minor's name payable to the minor at majority. ITEM VI: My Executrixes, Trustees and Guardians shall have the following powers in addition to those vested in them by law, and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of a\1 property: A. To retain any or all of the assets of my estate, real or personal, including stock of my corporate fiduciary or of its parent holding company, without regard to any principle of diversification. B. To invest in a\1 forms of property, including stocks, common trust funds and mortgage investment funds whether operated by my corporate tiduciary or others, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principal of diversitication. 009283-00001/March 17, 1994/DJLlKK1\1/33831 C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income, or partly to each, as they, from time to time, think proper in their sole discretion. E. To borrow from, or to sell to, my Trustee even though such Trustee may be my Executrix. F. To compromise any claim or controversy. G. To join with my hushand, DAVID B. DENTLER, or his personal representative, in filing a joint income tax return without requiring him to indemnify my estate against liability for the tax attributable to his income and to consent to any gift made by my husband during my lifetime being treated as having been made one-half (1/2) hy me for purposes of the federal gift tax law. ITEM VII: In dealing with the stock of any close corporation, any partnership or any other business interest forming a part of my estate, I authorize my Executrixes and Trustees: A. To disregard any principal of investment diversification and to retain any part or all of such interest as long as they consider it advisable to do so; B. To sell any part or all of such interest at such time or times, for such prices, to such person (including persons who are beneficiaries hereunder), and on such terms and conditions as they may think desirahk; C. To do anything that may seem advisable with respect to the operation or liquidation of any such business or any change in the purpose, nature or structure of any such business; 009283-00001/March 17, 1994/DJL/KKM/33831 D. To delegate authority to any director, stockholder, manager, agent, partner or employee, and to approve payment from the business of adequate compensation to any such person; E. To cause the business to borrow money from the banking department of my corporate Trustees, regardless of any rule of law with respect to conflict of interest; and F. To make additional investments in any such business if such action seems desirable for the best interests of my estate and the beneficiaries thereof. ITEM VIII: I appoint BARBARA SHEIRICH, of Landisville, Pennsylvania, and MERRILL LYNCH TRUST COMPANY, Trustees of any trusts created under this Will. Should BARBARA SHEIRICH cease to act or fail to qualify as Co-Trustee, I appoint CAROLE SPANGLER, of Landisville, Pennsylvania, Co-Trustee with MERRILL LYNCH of any trusts created under this Will. ITEM IX: Whenever Merrill Lynch Trust Company exercises discretion, it is authorized in its sole discretion to engage the services of Merrill Lynch & Co., Inc. or any of its direct or indirect subsidiaries or affiliates (" Affiliated Corporations "). It also is authorized to employ, and to delegate any of its powers, to any agents, attorneys or accountants as it deems necessary or proper. As appropriate, it may pay for services rendered by such persons or by Affiliated Corporations from the trust property as an expense of trust administration. Without limiting this general authorization, Merrill Lynch Trust Company is specifically authorized to engage the services of Merrill Lynch Asset Management. Inc., an Aftiliated Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated, an Affiliated Corporation, to: A. Manage or advise on the investment of the Trust; B. Invest in mutual funds offered or managed by any Affiliated Corporations; and 009283-00001/March 17. 1994/DJLlKKM/33831 C. Act as broker or dealer to executed transactions and to provide other services with respect to trust property, including purchasing, in Trustee's discretion as tiduciary, any securities currently distributed, currently underwritten, or issued by Aftiliated Corporations. In the management of trust property, Merrill Lynch Trust Company may receive credit or other compensation from any Aftiliated Corporations for any services it may perform; may exchange services with any Affiliated Corporations; and may cause or permit the trust property, or any part of it, to be held, maintained, or managed in accounts or deposits administered in any jurisdiction inside the United States of America, and may hold any trust property in the name of its nominee or a nominee of any Affiliated Corporations. For its services as Trustee under this Agreement, Merrill Lynch Trust Company may retain payment in accordance with its schedule of rates as published from time to time and as in effect at the time such compensation becomes payable. I understand that Aftiliated Corporations, including Merrill Lynch Asset Management, Inc., Merrill Lynch Financial Data Services, Inc,. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, will receive payments from mutual funds in which the trust has invested, including payments for investment advisory or management fees, administrative and sub-accounting services, brokerage fees and commissions and payments for other expenses of the mutual funds. These payments shall not offset such fees as Merrill Lynch Trust company or any Aftiliated Corporations receive from the trust property as an expense of administration. The Trustee may resign at any time by a written notice delivered to the court having jurisdiction over the trust, with a copy to the beneficiaries of the trust. Trustee or any heneficiary of the trust provided for I in this Agreement may, at the expense of the trust, secure the appointment of a successor trustee by a court \ of competent jurisdiction. No bond or other security will be required in any jurisdiction of the Trustee, or I any successor appointed in accordance with these provisions. I. i \ ITEM X: I appoint BARBARA SHEIRICH, of Landisville, Pennsylvania, and MERRILL LYNCH, of Camp Hill, Pennsylvania (or its subsidiaries) guardians of any property which passes either I under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and I have not otherwise specitically done so, provided that this appointment of a guardian shall not supersede the ! I i I I I 009283-00001/March 17, 1994/DJL/KKM/33831 right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardians shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or his parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM XI: The interests of the beneticiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM XII: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall he paid from my residuary estate as a part of the expense of the administration of my estate. ITEM XIII: I appoint my husband, DAVID B. DENTLER, Executor of this my Last Wi1\. Should my husband, DAVID B. DENTLER, fail to qualify or cease to act as Executor, I appoint my sister, BARBARA SHEIRICH, of Landisville, Pennsylvania, alternate Executrix of this my Last Will. Should my sister, BARBARA SHEIRICH, fail to qualify or cease to act as alternate Executrix, I appoint my sister, CAROLE SPANGLER, of Landisville, Pennsylvania, Executrix of this my Last Will. ITEM XIV: I direct that my Executrix, Trustees and Guardians or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. . IN WITNESS WHEREOF, I, MARY B. DENTLER, have hereunto set my hand and seal this '/ /) .~~ 6L day of March, 1994. -------., rJ " A ~ .LJ .--t"~ II/(~ r. J/~~EAL) MAR B. DENTLER 009~83-00001lMarch 17, 1994/DJ LlKKM/3383] 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, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. r' I \ \ n I\l Ii x//...~,/'4> l/ !/ },( 'Ii / t', l.'l I( . ~. , ~~...... , l . i L.v ......./ J i I II/f,> '/.ti ./ \_.. I, "jl,.' C ,;.".. / / 009283-00001/March 17. 1994/DJ L/KKM/33831 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND I, MARY B. DENTLER, Testatrix, whose name is signed to the 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. (--~ ;1~-; If "J;-.~t{, MARY B. DENTLER '. Sworn or affirmed to and acknowledged hefore me, hy MARY B. DENTLER, the Testatrix, this -~) "- .r--..lday of March, 1994. ( ~'),>;''( _...~.- Notary Public .~. . :, {'<-~+ . "'--...,.... ...... ;" NOTARiAL SEAL DIANNE LENiG, Notm)' Public Lemoyne Borough Cumueiland Co. My Commission Expires Dec. 21, 1997 009183-00001/March 17, 1 994/DJL/KKM/3383 I AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND ...._~ We ,\, (. "~....,. '. ~"'. " , >....... ... and '),. ". '.. ..:(, .....\\, 'v',,) the ' ....."..... .l.;...., ."J-..; ........:"-~_ ~, " ;~_ ., ... <J" ..... ""l " ) \ witnesses whose names are signed to the foregoing instrument, being duly qualitied according to law, do depose and say that we were present and saw the Testatrix sign and execute the foregoing instrument as her Last WiJI and Testament; that she signed willingly ami that she executed it 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 WiJI as witnesses; and that to the best of our knowledge, the Testatrix was at that time at least 18 years of age, of sound mind and under no constraint or undue intluence. It 1/,\ !! . j jf \1.!. jtV'o"-l 4~ / I / /.."L.r,' I , .r/ ,/ j "'.',' r,' t {~' I I I ,'. / i l/,,~! J / . ! ," it I. ~ ..... ': '~~d Iv Sworn to or affirmed to and subscribed to nef(jre me by r~'-"", "-'" ':, .~ N-..',<. :. _. "\' '~,'> 1 '. .... '..;,.... I and I I I I """, ,I ,....~'''__~.\,..L ~, -...;;.. , "-,) , witnesses, this:.) 'J"'tlay of March, 1994. ,.. --':'::::'~-' .~~-' ~.. '. . _:-"~ Notary Public <. <", '\ NOTARIAL StAt DIANNE lENiG, ;":otny PU)!ic lemoyne Borough Cursberkmd Co. My Commission Expires Dec. 21, 1997 /?-/ .P-~ Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Marv B. Dentler also known as No. u/-Q 1- /C)O / Date of Death October 17, 2001 , Deceased Social Security No. 178-40-5315 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/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of P~ Representative: I J D ,'J 8 _~;.ot:=t___ David B. Dentler 1209 Gunstock Lane MechaniCrUrg, PA 17050 Dated 12. /'5/01 , , Attorney: Stephanie Kleinfelter 1.0. No.: 80089 Address: McNees Wallace & Nurick LLC P.O. Box 1166 Harrisburg, PA 17108-1166 Telephone: 717-232-8000 Description Value 1998 Ford Windstar (LX) $ 12,650.00 72 shares Fulton Financial 1,531.44 co q ('-, (L N u Cl Q) 0.: p ..../ . .n ;:: E ,,) -'. -..... ...J ~...)G (Attach Additional Sheets if necessaryl Total: $ 14,181.44 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. Form AW-7 (Cumberland. Rev. 9/92) @... REV.1500 fix + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 //} - /~- ~ DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 /Q::::) / COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Dentler / Mary B. 178-40-5315 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 10/17/01 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Dentler, David B. 3. Remainder Return CHECK ~ 1. Original Return r Supplemental Return B (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Tolal Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) fii~$!$~QjjQijMQ$Tij~QQM#J$l$P;A~ijQQijij~$fQrj)~~~.$QijFieNtIAtjAX]NfQijMArtqN.$HQQUiij$QiijijQT.J;(pfQ; NAME COMPLETE MAILING ADDRESS COR- Stephanie Kleinfelter 100 Pine Street RE- FIRM NAME (If Applicable) P.O. Box 1166 SPON DENT McNees Wallace & Nurick lJ.C Harrisburg PA 17108-1166 TELEPHONE NUMBER 717-237-5228 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1 ) None 2. Stocks and Bonds (Schedule B) (2) 1/531.j,jG :0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) No~~ S ~ 4. Mortgages & Notes Receivable (Schedule D) (4) NOllll2' 5. Cash, Bank Deposits & Miscellaneous Personal rr c::J k'j - Property (Schedule E) (5) 12/650.00 C":> 6. Jointly Owned Property (Schedule F) N ---' 0 Separate Billing Requested (6) Non~ .-0 RECA- w ,~:' PITULA- 7_ Inter-Vivos Transfers & Miscellaneous ....... b TION Non-Probate Property (Schedule G or L) (7) None 0:::: 8. Total Gross Assets (total Lines 1-7) (8) 14/181. 44 9. Funeral Expenses & Administrative Costs (Schedule H) (9) None 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None 11. Total Deductions (total Lines 9 & 10) (11 ) 0.00 12. Net Value of Estate (Line 8 minus Line 11) (12) 14/181.44 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 14/181. 44 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 14/ 181. 44 x .0 0 (15) 0.00 TAX 16. Amount of Line 14 taxable at lineal rate 0.00 X.O 45 (16) 0.00 - COMPU- 17. Amount of Line 14 taxabie at sibling rate 0.00 X .12 (17) 0.00 TATION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 0.00 20. 0 loH~pKB~ij~JEVQijAij~Jij~Qijl!1,$Jjf$AijaroNpQfANO~R!?:AYM~i'ft1 ;:;:'iil:lf;$Va:i;lQAN$Wl;flA4tQQl$1IP:N$P:NRAGi;~ANPrtl;QH~GKMArB%%}q o PA1S001 NTF 29755 Copyright 2000 GreatlandlNelco LP - Forms Software Only Page 2 itA REV-1?00 EX (6-00) Decedent's Com lete Address: STREET ADDRESS 1209 Gunstock Lane CITY Mechanics Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount STATE PA ZIP 17050 (1 ) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (3) 0.00 (4) (5) 0.00 (5A) 0.00 (5B) 0.00 ....................................................................................................................................................................................................... ...........................................y................................ ....................................................................................................................................................................................................... ......,................................................................................................................................................................................................ .....................,.....,.......................................................................................................................... ..................................................................................................... ................................................................................................. .............. .............................................................. ........".....,',.'..........<, jnX PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? .............................. 2. If death occurred after December 12, 19B2, 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. Under penalties of perlury, 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. Declaration of preparer other than the personal representative is based on information of which re arer has an knowled e. SIGN1\.T1U~E~SON RE SIBLE FOR FlUNG RETURN DAT ,J 6- } .' ~___ J2 IS C> ADDRESS See Schedule attached SIGNAJ"URE OF PREPARE ?THE ,Y... /. . ADDRE P.O. Yes No ~ ~ 8 8 o o REPRESENTATIVE PA 17108-1166 (72 P.S. Ii 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the USe of the surviving spouse is 0% [72 P.S. Ii 9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements tor disclosure at assets and tiling a tax retum 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. li9116(a)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneliciaries is 4.5%, except as noted in 72.P.S. Ii 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 decedenl's siblings is 12% [72 P.S. li9116(a)(1.3)]. 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. o PA15002 NTF 29756 Copyright 2000 GreatlandlNelco LP - Fonns Software Only r Estate of: Mary B. Dentler 21-2001- The following person(s) are signing the return as representative(s) of the estate: David B. Dentler c/o MCNees Wallace & Nurick P.O. Box 1166 Harrisburg, PA 17108-1166 REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary B. Dentler SCHEDULE A REAL ESTATE FILE NUMBER 21-2001- All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned wIth right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH None 7 CPA21 NTF 10904 Copyright Forms Software Only, 1997 Nelco. Inc. TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary" B. Dentler SCHEDULE B STOCKS & BONDS FILE NUMBER 21-2001- All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 72 shares of Fulton Financial 1,531.44 7 CPA31 NTF 10905 Copynghl Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,531.44 REV-1504 EX + (1-97) CbMMONWEALTH OF PENNSYLVANI INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mal:y B. Dentler Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest other than a sole-propiertorship. See instructions for the supporting information to be submitted for sole-proprietorships. SCHEDULE C CLOSELY-HELD CORPORATION PARTNERSHIP or SOLE-PROPRIETORSHIP FILE NUMBER 21-2001- of the decedent, ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH None '-...,J- 7 CPA41 NTF 10906 Copyright Foons Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 'RoEV-1507 ~X + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER Mary B. Dentler All property Jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION 21-2001- VALUE AT DATE OF DEATH None 7 CPA71 NTF 10907 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 'R,EV-1508 ~X + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mal:y B. Dentler SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-2001- Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with rlaht of survivorship must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1 1998 Ford Windstar, Northwcods Edition (LX) 12,650.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 12,650.00 7 CPA81 NTF 10908 Copyrtght Forms Software Only, 1997 Nelco, Inc. 'REV-1509 ~X + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary B. Dentler SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-2001- If an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF JOINT account number or similar identifying number. NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES None TOTAL (Also enter on line 6, Recapitulation) $ 0.00 T 7 CPA91 NTF 10909 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. REV-1510 ~X + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary B. Dentler SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2001- This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE RELATIONSHIP TO DECO & DATE OF TRANSFER. NO. ATTACH COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) None TOTAL (Also enter on line 7, Recapitulation) $ 0.00 7 CPA01 NTF 10910 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only. 1997 Nelco. Inc. 'FlEV-1511 ~X + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary B. Dentler SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001- Debts of decedent must be reDorted on Schedule I. ITEM NO. A. FUNERAL EXPENSES: DESCRIPTION AMOUNT None B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State 0.00 Zip Year(s) Commission Paid: 2. 3. Attorney Fees 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 0.00 0.00 4. Probate Fees 0.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 None 7 CPA11 NTF10911 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 'R.EV-1512 fX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary B. Dentler Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2001- DESCRIPTION AMOUNT None 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 Copyright Fonns Software Only, 1997 Nelco, Inc. 'P.EV-1513.!=X + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Marv B. IJentler No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 David B. IJentler 1209 Gunstock lane Mechanicsburg, PA 17050 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not LIst Trustee(s) Surviving spouse 21-2001- AMOUNT OR SHARE OF ESTATE 14,181.44 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART" -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. 0.00 .REV-161~ EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary B. Dentler 21-2001- Do not complete this schedule unless estate Is making election to tax assets under Section 9113(A) of Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. DESCRIPTION VALUE None Part A Total $ PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made. DESCRIPTION VALUE 0.00 None 7 PA16491 NTF 1 0882 Part B Total $ (If more space is needed, insert additional sheets of the same size) 0.00 Copyright Forms Software Oniy. 1997 Nelco, Inc. - -- "",;, 1JI&st 31i11 anb W~st&ttttttt OF MARY B. DENTLER I, MARY B. DENTLER, of Hampuen Township, Cumberland County, Commonwealth of Pennsylvania, being of sound and disposing mind. memory anu understanding, do hereby make, publish and declare this to be my Last Will ancl Testament, hereby revoking and making voiu any and all previous Wills or Codicils made by me. ITEM I: gIve and bequeath my automobiles. household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my husband, DAVID B. DENTLER. ITEM II: I uevise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate, to my husband, DAVID B. DENTLER, if he survives me by thirty (30) days. ITEM III: Should my husband, DAVID B. DENTLER, predecease me, I appoint my sister, BARBARA SHETRICH, ofLanclisville, Pennsylvania. guardian llfthe persons of my minor children. Should my sister, BARBARA SHEIRICH, predecease me, die on or before the thirtieth (30th) day following my death or fail to qualify or cease to act as guardian, I appoint my sister, CAROLE SPANGLER, of Landisville, Pennsylvania, guardian of the persons of my minor children. ITEM IV: Should my husband, DAVID B. DENTLER, predecease me or die on or before the thirtieth (30th) clay following my death, I bequeath the remainder of my household and personal effects and other tangible personalty of like nature (not including cash or securities) to such of my children as are living on the thirty-first (31st) day following my death, to be divided among them by my Executrix with due regard for their personal preferences in as nearly equal shares as practical. Any such article may, as my Executrix thinks advisable, either be delivered to the minor or any person to hold for the minor or be sold and the 'I I I proceeds paid to the guardian as property distributable to the minor as hereinafter provided in Items V and ! X hereof. i , ! i i I ITEM V: Should my husband, DAVID B. DENTLER, fail to survive me by thirty (30) days, I I I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever i ! situate to the Trustees hereinafter named IN TRUST for the following uses and purposes. I I I , , I I I I . J I ! A. To accumulate the income therefrom for and during the terms of the trust. B. Until my youngest living child attains the age of twenty-one (21) years, the Trustee may pay as much of the accumulated income, the income and principal of this Trust as the Trustee may, in its sole discretion, think advisable for the support, education (including education for college, trade school or graduate school), and medical care of my issue, to any of said issue or for the benetit of any of the said issue. Distribution under this paragraph need not be equal nor need all issue be included in all distributions. C. When my youngest living child attains the age of twenty-one (21) years, the Trustee shall divide the then remaining principal into equal and separate shares so that there shall be one share for each child of mine then living ancl one share for each deceased child of mine who has issue then living. (I) Each share allotted to a deceased ch ild of mine shall be paid to that child's t11tn living issue, per stirpes. (2) Each share allotted to a living child of mine shall be helcl by the Trustee, IN FURTHER SEPARATE TRUST, for the following uses and purposes: (a) To pay income to the child and to expend and apply so much of the principal of the Trust as the Trustee shall, in its sole discretion, consider advisable for the child's support, education (induding college education, trade school and graduate school) ancl medical care. :~="""'-"-"~""'''''''''''''-''''''''''"'''''''''h'''''''''''~:'''''''?~'''''_''''''~_=''"'''"'~:.''"'-'''''''~''''''''''''-;='-'>'',""r'~'''''_'~7~_r'''''''>"",..",""''"''~'''''''~'''''~'''''''!.'''' '''~'''''''''='''''<;<<--'''''-'''''''''--'''''''''''c'''''~''''''''''''''''''''~'~.,.,._"__ ~,<,_. "'..,-.--.._-.T."..,.._,....,....._".,,~'~.-.'.c7.J' ,.-.--,.,.=',._,.,:"".,.-....,,,:~,..,,,-,,,,.,,".,~,,_,>7,,.,""',,_."'-c""'-"",'"'-",- . (b) When the child reaches the age of twenty-one (21) years, he may upon written demand to the Trustee, withdraw up to one-half (~) of the then remaining principal and accumulated income. When the child reaches the age of twenty-four (24) years, he may, upon written demand to the Trustee, withdraw up to one-half of the then remaining principal and any accumulated or undistributed income. When the child reaches the age of twenty-seven (27) years, the child may, upon written demand to the Trustee, withdraw the entire remaining balance of the Trust principal and accumulated or undistributed income. (c) Should the child die before receiving the entire balance of the Trust, the Trust shall terminate and the principal and aL:cumulated income shall be paid to the then living issue of said child. per stirpes. Should the child die leaving no issue, the principal and accumulated income shall be paid to my then living issue, per stirpes. Should the L:hild die leaving no such issue and should there be no issue of mine then living, the principal and accumulated income shall be distributed as follows: (i) One-half (1/2) of all of said principal and accumulated income to HAROLD DENTLER and MARY ANN DENTLER, of Milton, Pennsylvania, or the survivor of the two. Should both of the above named individuals predecease me or die on or before the thirtieth (30th) day following the termination of the trust, I devise and bequeath the share of these ii1l!iviJli~.;ls w their i:;sue. per srirpes. living on the thirty-first (31st) day following my death. (ii) RICHARD One-half (1/2) of said principal and aCL:lIITIulated income to BRYSON ami CAROLYN BRYSON. of Lancaster, Pennsylvania or the survivor of the two. Should both of the above named individuals predecease me or die on or before the thirtieth (30th) day following the termination of the trust, I devise and bequeath the share of li.;.", "J-- · these individuals to their issue, per stirpes, I iving on the thirty-first (31 st) day following my death. D. Should there be no issue of mine living at any time after my death and my said husband's death, the Trust or Trusts created hereunder shall terminate and the principal and accumulated income shall be distributed in accordance with the provisions of subparagraphs C(2)(c)(i) through and including subparagraph C(2)(c)(ii) set forth above. E. Should the principal of any Trust herein provided for bec:ome too small, in the Trustees' disc:retion, so as to make c:ontinuance of the Trust inadvisable, the Trustee may make immediate distribution of the then remaining princ:ipal and any acc:umulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. Upon such termination, the rights of all persons who might otherwise have an interest as suc:ceeding income beneticiary or in remainder shall cease. [f any person to rec:eive distribution is a minor or disabled in any way, the Trustee may pay the fund to the parent, guardian, person or organization taking care of that person or, with respect to a minor, Trustee may deposit the fund in a savings fund account in the minor's name payable to the minor at majority, ITEM VI: My Exec:utrixes, Trustees and Guardians shall have the following powers in addition to those vested in them by law, and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, including stock of my corporate fiduciary or of its parent holding company, without regard to any principle of diversification. B. To invest in all forms of property, induding stocks, common trust funds and mortgage investment funds whether operated by my corporate fiduciary or others, without restriction to investments authorized for Pennsylvania fidudaries, as they deem proper, without regard to any principal of diversification. I~ li!<'..;; . p... :;c-'......;....,,,..-, C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income, or partly to each, as they, from time to time, think proper in their sole discretion. E. To borrow from, or to sell to, my Trustee even though such Trustee may be my Executrix. F. To compromise any claim or controversy. G. To join with my husband, DAVID B. DENTLER, or his personal representative, in filing a joint income tax return without requiring him to indemnify my estate against liability for the tax attributable to his income and to consent to any gift made by my husband during my lifetime being treated as having been made one-half (1/2) by me for purposes of the federal gift tax law. ITEM VU: In dealing with the stock of any close corporation, any partnership or any other business interest forming a part of my estate, I authorize my Executrixes and Trustees: A. To disregard any prim;ipal of investment diversitication and to retain any part or all of such interest as long as they consider it advisable to do so; B. To sell any part or all of such interest at such time or times, for such prices, to such person (including persons who are beneficiaries hereunder), and on such terms and conditions as they may think desirable; C. To do anything that may seem advisable with respect to the operation or liquidation of any such business or any change in the purpose, nature or structure of any such business; + I 1 ! I I I I ( i ! ; ! . D. To delegate authority to any director, stockholder, manager, agent, partner or employee, and to approve payment from the business of adequate compensation to any such person; E. To cause the business to borrow money from the banking department of my corporate Trustees, regardless of any rule of law with respect to contlict of interest; and F. To make additional investments in any such business if such action seems desirable for the best interests of my estate and the benetkiaries thereof. ITEM VIII: appoint BARBARA SHEIRICH. of Landisville, Pennsylvania, and MERRILL LYNCH TRUST COMPANY. Trustees of any trusts created under this Will. Should BARBARA SHEIRICH cease to act or fail to qualify as Co-Trustee, I appoint CAROLE SPANGLER, of Landisville, Pennsylvania, Co-Trustee with MERRILL LYNCH of any trusts created under this Will. ITEM IX: Whenever Merrill Lynch Trust Company exercises discretion, it is authorized in its sole discretion to engage the services of Merrill Lynch & Co., Inc. or any of its direct or indirect subsidiaries or affiliates ("Affiliated Corporations"). It also is authorized to employ, and to delegate any of its powers, to any agents, attorneys or accountants as it deems necessary or proper. As appropriate, it may pay for services rendered by such persons or by Affil iated Corporations from the trust property as an expense of trust administration. Without limiting this general authorization. Merrill Lynch Trust Company is specifically authorized to engage the services of Merrill Lynch Asset Management. Inc., an Affiliated Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated, an Affiliated Corporation, to: A. Manage or advise on the investment of the Trust: B. Invest in mutual funds offered or managed by any Affiliated Corporations; and . C. Act as broker or dealer to executed transactions and to provide other services with respect to trust property, including purchasing, in Trustee's discretion as fiduciary, any securities currently distributed, currently underwritten, or issued by Affiliated Corporations. In the management of trust property, Merrill Lynch Trust Company may receive credit or other compensation from any Affiliated Corporations for any services it may perform: may exchange services with any Affiliated Corporations; and may cause or permit the trust property, or any part of it, to be held, maintained, or managed in accounts or deposits administered in any jurisdiction inside the United States of America, and may hold any trust property in the name of its nominee or a nominee of any Affiliated Corporations. For its services as Trustee under this Agreement, Merrill Lynch Trust Company may retain payment in accordance with its schedule of rates as puhl ished from time to time and as in effect at the time such compensation becomes payahle. I understand that Affiliated Corporations, including Merrill Lynch Asset Management, Inc., Merrill Lynch Financial Data Services, Inc,. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, will receive payments from mutual funds in which the trust has invested, including payments for investment advisory or management fees, administrative and sub-accounting services, brokerage fees and commissions and payments for other expenses of the mutual funds. These payments shall not offset such fees as Merrill Lynch Trust company or any Affiliated Corporations receive from the trust property as an expense of administration. The Trustee may resign at any time by a written notice del ivered to the court having jurisdiction over the trust, with a copy to the heneficiaries of the trust. Trustee or any heneficiary of the trust provided for in this Agreement may, at the expense of the trust, secure the appointment of a successor trustee by a court of competent jurisdiction. No bond or other security will be required in any jurisdiction of the Trustee, or any successor appointed in accordance with these provisions. ITEM X: I appoint BARBARA SHEIRICH, of Lanclisville, Pennsylvania, and MERRILL LYNCH, of Camp Hill, Pennsylvania (or its suhsidiaries) guardians of any property which passes either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the ". .) right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardians shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or his parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM XI: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM XII: I direct that all taxes that may he assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall he paid from my residuary estate as a part of the expense of the administration of my estate. ITEM XIII: appoint my husband, DAVID B. DENTLER. Executor of this my Last Will. Should my husband, DAVID B. DENTLER, fail to qualify or cease to act as Executor, I appoint my sister, BARBARA SHEIRICH, of Landisville, Pennsylvania. alternate Executrix of this my Last Will. Should my sister, BARBARA SHEIRICH, fail to qualify or cease to act as alternate Executrix, I appoint my sister, CAROLE SPANGLER, of Landisville, Pennsylvania, Executrix of this my Last Will. ITEM XIV: I direct that my Executrix, Trustees and Guardians or their successors shall not be required to give bond fur the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, MARY B. DENTLER, have hereunto set my hand and seal this iJ /) :)!J day of March, 1994. '--"'~-'-'d;.. .---i.<"? " ""'~' /, I ;'(~EAL) ~ ..~_",~;.-::.."..",,; .-..- ~'1._",/,., 'i...,-,"'" ,.....~t.. '~~ ~" ~ . ~l\ . i ]1 I I I I I to ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: 1, MARY B. DENTLER, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to Jaw, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that 1 signed it willingly: and that r signed it as my free and voluntary act for the purposes therein expressed. {' _"~'_'-'_"'~.,.,., d/ l'l /i I I> c-,'C't.<Lc/ ,/] l:( \ / f / ,[, '~'~{"''''''*'t<w >_.,. ~." ;! j ; '-,~.l--{,'_/~.,_ "....,.......--- -'." -,,"' MARY Fl. DENTLER Sworn or affirmed to and acknowledged before me. by MARY 8. DENTLER, the Testatrix, this ,,' "'-Clay of March, 1994. <;"",-, t.,,,,, J".::}' Notary Public NOTARIAL SEAL DIANNE lENiG, i'~otmy Public lemoyne Borough CUn':uedand Co. My Commission Expires Dec. 21.1997 (. . . AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND We, (;:'\ !\",' ',j,' (:J, " '.~i",;""', ";-t"...\~,..!..,., , .......".....0;"-...,, , and ;~ "-.,J"" f'.., :...,~'>,-i~".,~..>,,_~. ,""'\,' -""r~\-"-'v"x.;t,.' the '.' -'__,_" ; ,._J \.. witnesses whose names are signed to tlle foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the foregoing instrument as her Last Will and Testament; that she signed willingly and that she executed it 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 at least 18 years of age, of sound mind and under no constraint or undue intluence, Sworn to or affirmed to and subscribed to before me by and .'....,{ :,i,'," " , witnesses, this """day of March, 1994, Notary Public ....,~." ";'~~;" ..'.. "-'~--::~:''"'::::.:-;'~\, NOTAfUAL SEAL DIANNE LENiG, I'btary Punlic lemoyne Borough Cumberlend Co. My Commission Expims DGc. 21, 1997 11-:2"-/3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX r' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-04-2002 DENTLER 10-17-2001 21 01-1001 CUMBERLAND 101 STEPHANIE KLEINFELTER MCNEES ETAL PO BOX 1166 HBG .02 FEU 1 3 :48 u* REV-1547 EX AFP liZ-DOl MARY B Amount Remitted PA 17~~A~!L 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=i.5'4;-ex-AFP--fi"2=ooY-NorlcE-oF-YtiHERITANCE-TAx-'APPR'AIsEMfNT-,--AL.'rowANcE-'(fi-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DENTLER MARY B FILE NO. 21 01-1001 ACN 101 DATE 02-04-2002 TAX RETURN WAS: [X) ACCEPTED AS FILED CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate [IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 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. 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) .00 1,531.44 .00 .00 12.650.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (11) (12) (13) (14) NOTE: 14~181.44 X .00 X .00 X .00 X NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. 14~181.44 DO 14,181. 44 .00 14,181.44 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (19)= PAYMENT RECEIPT DISCOUNT (+) 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.) JRD/June 30,1992/17858 MAR 1 2 200;; In Re: Estate of MARY B DENTLER Late of HAMPDEN TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21--2001-1001 NO. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: DAVID B DENTLER Counsel for Personal Representative: Date of Grant of Original Letters: NOVEMBER 01, 2001 Date of Delinquency Notice: FEBRUARY 11,2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on FEBRUARY 11, 2002, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5 .6( e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: MARCH 12, 2002 L Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for In Certification of Notice is filed prio cancelled. -. ? l (, t ,~...3J,~dn Courtroom No.3. If the to the1Iearing date, the hearing will automatically be Georg u.s. Postal Service CERTIFIED MAIL RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) U1 ru C1 C1 r I Postage $ Certified Fee Postmark Return Receipt Fee Here (Endorsement ReqUired) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees $ a- =r- eO r-9 U1 a- U1 r-9 C1 C1 ~ ~9C~_~~_~~te~-~~~~~/e~------------------- C1 -l-ireet~APt: No.: ortOlox No. _-I-.... A Ij/1 C1 dog ~ C4_~ -o,\,.D..4LL--------- C1 Ci -Sate, ZiP+4 , - -- -- -- I"-- SENDER: COMPLETE THIS SECTION A.~ceived bY1f(!ease PrintG/early) I ~AV 10 1..JE:- N 7J... E K-. . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. i}:1::~;:ed~ ~O'\ ~~ ~ 1Ylt~ ~ \'050 C.~ture ~ xU...' 'J ULi-~-- D. Is delivery address different from item 1? If YES, enter delivery address below: Agent ddressee DYes E3"f.J 0 3. Service Type B"'Certified Mail D Registered o Insured Mail o Express Mail o Return Receipt for Merchandise o C.O.D. 4. Restricted Delivery? (Extra Fee) DYes 2. Article Number (Transfer from service label) '7 ()() 0 C> lDln t'C>Q... &::) PS Form 3811, March 2001 Domestic Return Receipt 1.~qS- ~ 102595-01-M-1424 E. - REGISTER OF WILLS OF CUMBERLAND COUNT, PENNSYL VANIA CERTIFICA TION F NOTICE UNDER RULE ~6(a) Estate of Mary B. Dentler Will No. .::.) I - (': I - C.l c (, ~' Date of Death: / ("'I /. > / (." l To the Register of Cumberland County, Pennsylvania: I certify that notice of beneficial interst required by Rule 5.6(a) of the Orphans' Court Rules was serve on or mailed to the following persons: David B. Dentler, individually and as natural guardian for Andrew B. Dentler and Lauren B. Dentler ( minors) 1209 Gunstock Lane Mechanicsburg, P A 17050 Notice has now been give to all persons entitled thereto under Rule 5.6(a). Additional information may be obtained from the undersigned. Date: March 15,2002 .r' i ~' / i ,.~ dr"'- st;ph~~ieKJe:df~it~r,- ~~ 'd"'-~ I.D. No. 80089 517 Redwood Street Harrisburg, P A 17109 Telephone: 717-558-8730 Capacity: Counsel for personal representative f'- - ' .-- C-...J P ...., .~~ /- \. . , L) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary B. Dentler Date of Death: October 17, 2001 Will No.: /-<./- 0/- / vO/ Admin. No.: Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes []I No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No UU b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No [Xl (the personal representative is the sole beneficiary) c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court Date: jh ell 6_~d may be atllched to this ;~~=1 IC L v / ../1_ Signa . f-oLL Stephanie Kleinfelter, Esq. Name Keefer Wood Allen & Rahal, LLP Address P.O. Box 11963 Harrisburg, FA 17108-1963 (717) 255-8037 Telephone No. Capacity: 0 Personal Representative IKl Counsel for personal representative crland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 9/09/2003 DENTLER DAVID B 1209 GUNSTOCK LANE MECHANICSBURG, PA 17050 RE: Estate of DENTLER MARY B File Number: 2001-01001 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 10/17/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: ./ File Counsel Judge HEATH L. ALLEN N. DAVID RAHAL CHARLES W. RUBENDALL n ROBERT L. WELDON EUGENE E. PEPINSKY, .JR. .JOHN H. ENOS ill GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE .JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER WAYNE M. PECHT ELYSE E. ROGERS CRAIG A. LONGYEAR DONALD M. LEWIS lIT BRIDGET M. WHITLEY .JOHN A. FEICHTEL ANN McGEE CARBON ELIZABETH .J. GOLDSTEIN BARBARA A. GALL STEPHANIE KLEINFELTER KEEFER WOOD ALLEN & RAHAL, LLP 210 WALNUT STREET P. O. BOX 11963 HARRISBURG, PA 17108-1963 ESTABLISHED IN 1878 OF COUNSEL: SAMUEL C. HARRY PHONE (717) 255-8000 WEST SHORE OFFICE: 415 F ALLOWFIELD ROAD CAMP HILL, PA 17011 17171 612-5800 EIN No. 23-0716135 www.keeferwood.com WRITER'S CONTACT INFORMATION: (717) 255-8037 Fax: (717) 255-8003 E-mail: skleinfelter@keeferwood.com September 24, 2003 Cumberland County Courthouse One Courthouse Square Register of Wills Office Carlisle PA 17013 Re: Estate of Mary B. Dentler Status Report File No. 21-01-1001 Dear Sir/Madam: Today, I received a copy of your notice dated September 9,2003, concerning the Status Report for the above-referenced estate (which was just forwarded to me by my former law firm). Accordingly, I have enclosed a copy of the Status Report and forwarding letter which I signed and mailed on February 18, 2002. In the event that you have misplaced the original, I have enclosed a duplicate Status Report which I signed and dated today. Please date stamp and return for my records the enclosed copy of Status Report dated September 24,2003. Thank you. Very truly yours, KEEFER WOOD ALLEN & RAHAL, LLP By: \ i' Stephanie Kleinfelter ( I.r' - r '- , J SK/kpf Enclosures cc: David B. Dentler (w/encls.) AY;y McNees Wallace & Nurick LLC FILE COpy attorneys at law STEPHANIE KLEINFELTER DIRECT DIAL: (717) 237-5228 E-MAIL ADDRESS:SKLEINFELTER@MWN.COM February 18, 2002 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Mary B. Dentler Status Report File No. 21-01-1001 MWN File No. 20885-0001 Dear Sir/Madam: Please find enclosed for filing the Status of Administration Report, indicating the above-referenced estate has been informally finalized. Thank you. Very truly yours, McNEES WALLACE & NURICK LLC By - -'---i.-G~f i '- ',-' CL() '""" i\l v \./______ --1-....----.- Stephanie Kleinfelter sk Enclosure c: David B. Dentler PO Box 1166 . 100 PINE STREET. HARRISBURG, PA 17108-1166. TEL: 717.232.8000. FAX: 717.237.5300. WWW.MWN.COM COLUMBUS, OH . HAZLETON, PA. WASHINGTON, DC STATUS REPORT UNDER RULE 6.12 Name of Decedent : Mary B. Dentler Date of Death: October 17, 2001 Estate Number: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: A. Did the personal representative file a formal final account with the court? Yes No X B. Did the personal representative state an account informally to the parties in interest? Yes No X(the personal representative is the sole ben efici a ry) C. Did the personal representative file approvals of the account, receipts, joinders and releases with the Clerk of Orphans' Court? Yes No X D. Did the personal representative complete final distribution? Yes X No , i Date: C ,/;3/ Cf Capacity: _ Personal Representative Signature ' ., f ". I [' I --Li. /LyL-.~1 !e L~~I~C~ Name (Please type or print) Stephanie Kleinfelter x Counsel for Personal Representative Address McNees Wallace & Nurick P.O. Box 1166 Harrisburg, P A 171 08-1166 (717) 237-5228 Telephone Number