The URL can be used to link to this page

Home My WebLink About97-00977 wo .! . .e 0 . tit '-" W REV,\500 ex. (J.f1.l) .. , 'OW DAl" O' DIAlH AtnW \2/31191 CHICK HIWI If A IPOUSAL POYIWlT CWIDIlIS CLAIMID I I flU NUMIIW i' ~:'91\ ........ w \ I.rl,_. ,)" ',; INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COMMONWEAlTH Of PrHNflVlVANIA utMklMENT of RrVENUf DEP\ 'J80(oOl ttAIIR15RURO, If A 17\'J80bO\ ___.__.------" r,rtttii"Nf~t~ ."Mf trA~rtl.li:<,l~;.:~lli-Miiilll (lil-m-~li-._.-'.. .-----'-....".~_.. . , ,HUCI \lIOL,:!', ^lKl coy ,I. !.'O('IAI ${ClHIIIY t'H!"1IHM IDA!! Uf{JfAHt 546-22~1216 ,,19-12-91 (H ~frUCA.~\(1 'i'J~'i1"f'I(' \hl\l~r " 'I^',\l IlAII !I~',I A'W "'Di'l! 'llll>^1i 21. If line 18 is greater lhan Liro 1Q, onler tilt! dlllorfH1cO on \.ino 21 Thi\ i\ Iho TAX DUE, (211 A. Enler Iho inlerest on Ihfl bnlol\(f1 due on linll 21 A (II A) B. Enler ,he tOlClI of line 21 unci 2\A on line liB, Yhil 1\ Ihe BALANCE DUE, (218\ _.___ ____ Make Chtc~..~~_ya~l_eto: Re~lste' of Wills, Agent .-..- ____~=~=y;;~~~su~E~~~tlSWEi(ALL'QUESTION.S' OKRIVi~~ESliiE-Atl~5i)~IcHiC::Ki.fAT~-~ ,.iC-~--=-~____-~ Uodor 1"0011'0' of p"ivry, I dvdoro ,h,,' I hClvo ""m;nod ,h;, ,,'oro, ;"d",H,,'1 0<<"m''''"Y;''9 ,dwdvl., nnd ,'"'an",,h, nnd 10 Iho b." 01 my knowl.d\l' ond boH.I, " ;, Irvo, co,roel ood compl.", , dllel",o ,h<l' <III rool ,,,'<l1V I,,,, hllor, 'opOrlod <I' Iroll """ko' v"lno Doel"",';o" 01 pmpor" olh" ,he," ,ho p'rlo"ol "P'0llI0"';V' h ':'losed on call information 01 \H~i.ch prepa.rer. ho.tOIlY. .knov.".I.(Jdgo., :>IGN/:flHu o-'-fi['Il'~o~flli5PONSllll[ fOR t-lllNG RrIUR.t~ A(I!IRI S'> 1(. /,--f',!~,_~,-!\ .!~..' . .UJ,:>:~.j:'.~.:_('.__1 '\'..." i i .\ f ,iIGNAllJRE Of PR[Pi\RfR OHlER 1ttAH RIi1'.!ESEtiTAIIVr AOORlSS m fil It. " ~ l!I:~'" uf"" ~~9 Uta> "" 13>- "ili ,," "z u~ l I 4[1, rlJIUfO 1010ro\1 ComprOn1iHI (lor dtlhH 01 doolh (lltor 12.12.B21 \ I 6. Oecodent Diod To,Icl!o k.] I Oocodonl Mu1ntuinod nlivif\g Tnn! (AHClCh copy of WillI (All(lch wpy 01 Trust) ALLcoiiRiSPONDINCiAND'CON.iDENTIALfAXTN'OiiMATION-SH'OULiiiED-IR'ECfEDTOi-'--"- ,.---------- ~:::,Ot~j,f;,;.:~~;~~~~(~~,;~,-IMql.ro TO,I~~:~~i~~~::il:~~(i~611_4 227 (717 1737--0464 \ , " 20. If Una lq i\ grealer Innn Une 18, enler thu ~ilforen(u on line 20, This i~ tho OVERPAYMENT, U [:\]''':r:rI~U'III-''I.-.J:'l'_''''_.'''''I'I'a.Ulll'i,-.,JftI'l!Zn...I.U'.tl..,..Ul1.l.I.....I'UI I~ I 114. OriginCll Ralurn 1\ 2. \["",",,,,,, 2-1- i3 \""'^, """,,; 1111I'"," Supplonllm'nl Rejuln t.imhecl fstale z .. 5 '" t:: !i It. " 1, Rflol E st!lle lSchedule A\ 1 \ 1 2, Stocks ond Bonds ISchedolfl Bl ( 2 \ 3. Closely Hold SIc)ck/Porlnershlp Interesl (S(hoclulo q ( 3 l Ii, Morlgagns Clnd NolllS RfI(oivoble (Schedule Dl ( 4 \ J, Cosh, Bank Deposits & Mis~'ellan()ous Porsonol Proporly t 5 J (S,h.dvl. E) 6, Jointly Owned Property (Schedule f) (61 7. T,o",for, ISeh.dvlo GI15eh.dvl" LI 17 ) 8, Total Gross Anel$ {towl Une\ 1.7l q, funerol hpenHu, AdmlnishClllvo Cmh, Mi~(flllt1naou\ 19\ hpQfHeS (Schedule HI 10. Debh, Mortgage U\lbllllies, lie!1\ (Schedule I) (10) 11. T 0101 DoductlolH (Iotollines ? & 10) 12. Nol Vallie 01 E\IClla (lintl 8 mirllJ$ line 11) 13, Charitable and Govornmental Bnquesh (Schedule jl 14. t:.J_tt..!...Y'!l~! Su~iect 10 T~~(Unll 12 minus Une ~~l 15. Spousal Tronsler\ (for doles 01 denlh alter 6,30.cM) See Instrucllora for Applicable Percentage on Reverse (l5) Side. (Indudfl value, !rom Sthedule K or Schodule M.) 16, Amounl 01 Une 14 100(Oble elt 6% rate (16) (Include values Irom Schedulo K or Schedule M,) 17. Amount of line 14 toxoble (II 15%) role i 17) (Include values !rom S(hedule K or S(hodule M.\ 18. Principal loll. due (Add 1(1)( from lines \5, 16 (Ind 17,\ 19. Crtldlts Spousal Poverty Crodit Prior POYn\ol1ls N/^ + \;2,(),190.00+ z .. ~ >- '" ... .. .. u ... .. ... ." \1" /.'....1\ 1'1 (\'1'1 NUM&!R COUNTY COOf. '<lAM \i"(,~:~;:)\ (I~;~r\:~~':':~:: 'I~-' 'HC"::]--~ , Medlill1l"ti,\J,un1, \'^ n055 C'''''''( CllJlllnr'li.llld ' . fII,\llIIHl M!rtlvfO (~ff IlbTHUC110fl~) ,-.-..__...~; I I J I I 5 Jm8 Ronwindor Return (for dnlo\ of daeJth prior to 12.13.82) fodar<ll EUClte Tu)( Return Requlrod T olnl Number 01 5Clffl Dopo\II Bo)(os None :;142,111.13 None WIne \:151,883.61 None $188,358.10 $21,212,63 ( 8 ) 482,352.84-- $1,679.00 111)$ff,fl91,6} (12)$459,461.2,1 (13)NQ[)'il lI41~A59.,~61, 2Lm )(, None = $459,461.21 )( ,06 = $27,567.67. ><.15 = None (16) $27,5&7,67 DI\count $1.378.38 .. lnlurfls! None (lq) $2], 56f,l. 36 120) $0 .69 DAlE 1\'" ..."..., (" t I.{I " \ t'" fJAlf" f ,", Iro_ 1/" 'I B~~~~l~ !.f"I..,' ,,>//)( Operations Cenler 635 North 12th Street Lemoyne, Pennsylvania 17043 7171731.1440 october 10, 1997 Brian R. Buchholz 51 Sunfire Avenue Camp Hill, PA 17011-1019 The inrorw:\tion which :,ou requot,ton on the I'.ccount(o) oC Audrey J. Buchholz Deceased (!iodnl Sncurity Number 546-22-1216) is o.s Collo~l/l. Account O'flnerohi '!' 23-00002438 23-60-001026 Checking Savings 8-30-96 8-30-96 $1, 549. 86 $3,569.82 .09 4.63 1,549.95 3,574.45 , Revocable 'l'rust Revocable 'frust Account llumher(lI) Clas5 oC ^ccount !'r.1te Openoc P:rin:i?ol co.l!\ncc Ac:::r'Jed !ntcr'cot Dalo.nce n t Date of Death HSlTle of Joint Owner. if nny Dnte Ownnrshi)'l '<IllS tstnblinhcd 8-30-96 8-30-96 Additionnl !nfor- mation n('f1\lnr.tc~ ~inc ely, .)...., ~)~ :e chen L. Ca1e Sr. Deposit Documentation Services Rep. I . 00 ! C\I ~ N Lt) b ( ,..... i IInil S 0 , 11 ~ .i . ,... I.) . - (\') I " I) Q (\') t' ~ '" ~ i I' " . \ {(";,'I fj, ~ .. r,,:j! W Q L , , Ie' I I , > L~ ,I., 11 " 'i , ~"' ,~ i~~ 1': f- ~ ~ . ~. f. (I \>. u: ~ a I :0 ("' 0-. W .~ f- " R ~ ....' ,t :t: r" "\1 :.r (,) . '" ~, '\I """,.f' I"" ~ j t H ~ VI ~ ~ tJ (,) " n. it () ~? lU Q I,&. S J' 0 ("Ii I u. I \\ 1 Q tJ ~.,1'" (]I \ lU . I 1- " " . ~ 0 .. , u I .. , H ~ I!> I~ ,'" ., L.O ".. ~ H 1; ( I- ,S I " J ~ '~ , JU - ... ~J l~ , [ ; U ~ --? d t J ~. ~ i "- .,o~r (" l:; ~ "' '. f~ " ;;;~~&,~.. '" :'I_ t .. ..!/ .. i! ,"t~ t. '.. . 'U ~~" : 1\ ~; li!~' \I ~ :!'"~PI · i I^ffi ~ ! (j~-( .....,.. ~ h~ll! ' f1 !1 >!~ oj ~' ,.: 's~) v! ':1 .. ~ \r'-'vl :U:-l ~ l. ; 'Ii \,;'(1 f \C)C)"I \"1, -:oe\ 0<:,\0 ~~0\1' \C) \>e~~ ~,><:' 'fIo.'I.\e \v\f;:) ~eo\. ~\~~ ~ ~\e ~-lei'- \"If;:) , 'fIo. ~\ \>~ ~ 10,,>'" '\\ ~ ~\\o ~ .,\" y.\" '-l~\'> ~) C~~~ $'''' ~. ~ S'" ~ -le~"o ~~\\-le S\e "0'0'" \>' ,,\'0 ~o~ ~ ~ey (jo\ '<,\'0\'0 ~e~~ ~' ,:\.\() ...;..c,t. ,.:\.{\,. St."-" ~,,\,,' " ~\.\V ~C\'\~ : ~,-:..\,,\' ~ ~\'lIo~ ~ :('t,\':" ~\~.. ~<,J. ,'\:0 ~\l.'';\~' ,._^@. .1,~\t.'i ,.....0(". U"',".~ IA. 11,111 _~'Jt,~ '1;.\\f;~ -/8 ?, ~ /'1 0$" t()MMONWI..,'H m 'ftHlinlfM4IA P!''''''MfNl Of UIfHllJ( INHII"ANCI 'AX OlVttlOtl Dirt 1IQ6Ql ;:.=:..=:..:.;...;~ __t~""_"~S_~~"O,_'_".~~.I_~~-~~JI __..__.__.__ ____..:._.... :..:.__~'...:..:.~~:~......:_ .._'-:-:'::=~~~.. _. ~~!!.~~',_P'I~",,,.o, T~p'.._____,_ _...." MU51 BE COM PI ':TED BY REPRESENTA'IVE OF fllIMiUAl INSIIIIJllflt, WIlERE SAil DEf'05IT BO! I:, LOCATED AND REIVRNED TO ABOVE ADDRESS COUNTYCClliE------'--r-'ill NUMBER - , -- ~ 'Oi;IACSE~rf~I.~ D?T.z C~7lJ'tUMBU blcEDiNj" NAMEI"SI,-''''', MIDOLEI - - 6UOATE 0' DUTif -- - __m Aii~ij~D'1'c~DM~~-I-fJ14A!rl' T, ICIIY\----~i-"'1':'-L~----lT;?IT--liIPA~Dii'- NfM~~~ l{OlljS-cfpUfsD~4igU;~NG THE O~Nt~ !:Hi~AH oI6jlrro/------ _____~t~11t.S-~~i.~"'.!7D ;J :AM~I_eL~rj---~-----~V\~MpL'l:- "'_'" _ _______________ 1'.~,,~A_OD,,'iL___S~nf~ ( .en, L1 ~_~ _,,, _____C t!~;;"IJ) I 'JL_____f/TISTATEI )~~T NM.\I:~DRI~~N!~LATh~NSH!!ll!_~NI}-'~_Dt~~1!~~.!.mo~ISURESIIf!.~T THF. BOX OPENING , 0, INAM'~ \ // h J 1"]1AI N'HIP! __ ___ LL"'':1...._((__~~~fu'1EL~_________ ~I9M ~-e(_ IS,"'" O:~ +t ICIT I --- ~_?..._-~------------ ---- It, (NAME I (RElATIONSHIPI SAFE DEPOSIT BOX INVENTORY l"AlEI IIIP COOEI (STREET ADDRESS) ICITYI I'TA"I IIIPCOO'!; c. INAM.! (RELATIONSHIP) IS,"'" AOOoe,sl ICITYI I'TA"I IIIPCOOEI' NAME AND ADDRESS OP PINANCIAL INSTITUTION WHIU THE SA'E DEPOSIT BOX 15 LOCATED INAM'LL. ' ('1 . " . .- ~,[,~l_~ -~;~'~i~+ sf- c~ IV' ~~JI fJL 1'1Al,E7ojl;~;D~1 NAMIOFrl~s ";'\KINGLA51~Y Tr' ;--l-~' -iiATEANDTIMEOPLASTENTRY-~ L!.!) '" J:5...k' c ^J,i' z-- b . 2 3 -17 . c..-- DA1IOFCC' CTTO RENT Boil NU-MBER O'-BOX, - -- DlTiTLE UNDIR WHICH BOX IS R1r'SlIRID ____~:~ -?b __ __ L~______.L~~ _~~~Apt. "r NAME AND ADDRESS 0' PERSONISI HAVING ACCISI TO BOX G. _~NAMEI NtJNf- ---------~ ~_:iNAMiI- ; (STftEET ADORESS) (STReET AODRE~' IClTYI ISTATEI IlIP COO'I IClTYI ISTA"I IIIPCOO', I1CEcA- 1~3 ~/'iv.s- b, Nam. and add".. of p."onol rep"ttnlulh", If namld In th. will (NAMq (SlRUTAODRiiii------- ....---------.--[<:11Vl ISTA"I I"' COOl I c, Nam;~-;ci.-.;d'd;;e~-;ra"Of".'f_:lfQ"y (HAMEl tSl~EE1. ADDRESS,--- ICITYI ISTATE~IP c6~ SECOND AMENDMENT TO THE RICHARD T. BUCHHOLZ AND AUDREY J. BUCHHOLZ 1989 REVOCABLE TRUST pursuant to the powers of amendment reserved to them under Article 2,02 of the Richard T. Buchholz. and Audrey J, Buchholz 1989 Revocable Trust, as previously amended by amendment dated September 21,1989, Richard T. Buchholz and Audrey J. Buchholz, the Trustors therein, hereby amend said trust as follows: 1. Article 4.01 of said trust, as previously amended, is hereby revoked in Its entirety. In its place, the following provision is made: 4.01 Distribution of Trust Estate on the Death of the Surviving Spouse Upon the death of the surviving spouse, the Trustee shall distribute the entire remaining trust estate, both principal and income, unto Trustors' children, Barbara J. Cooper and Brian R. Buchholz, in equal shares, share and share alike; provided, if Trustors' former residential dwe\1lng and real property located at 2609 Charleston Drive, Bakersfield, Kern County, California, shall then be a part of the tr\lst estate it is Trustors' desire and intent that said dwelllng and real property shall be made and distributed as a part of the one-half share of the trust estate passing hereunder to their said daughter, Barbara}. Cooper, insofar as such distribution may be made. . 2. In addition to the general and specific Trustee's powers set forth i1\ Article 6.01 of said trust, the Trustee is empowered to do aU things necessary or appropriate for the orderly administration of the trust estate and to do all acts that might legaUy be done by an individual in absolute ownership and control of property, including those powers provided under the Oregon Uniform Trustees powers Act, as amended from time to time. 3. The following provision is added to and made a part of Article 9.00: 9.08 The laws of the State of Oregon shall govern with respect to the validity and interpretation of this trust and with respect to all questions relating to the management, administration and investments of the trust, except insofar as the laws of the State of California may apply to any specific property located within or subject to the laws of said state. Second Amendment to the Richard T. Buchholz and Audrey J. Buchholz 1989 Revocable Trust - 1 ~IRST AMENDMENT TO THE RIOHARD T. BUCHHOLZ AND AUDREY J. BUCHHOLZ 1989 REVOCJ\BLE TRUST RICHARD T. BUCHHOLZ and AUDREY J. BUCHHOLZ, Trustors and Trustees of the RICHARD T. BUCHHOLZ AND AUDREY J. BUClU!OLZ 1989 REVOCABLE TRUST, dated May 31, 1989 (hereinafter "Trust"), hereby amend Section 4.01 of the Trust pursuant to the power given them in section 2.02 of the Trust, to read in its entirety as follows: "4.01. Division of Trust Estate on t.he Death oLW ~urvivina Soouse On the death of the su~~iving Spouse, the Trustee shall distribute to BARBARA J. COOPER, if she survives the surviving Spouse for a period of thirty (30) days, the Trustor's residence located at 2609 Charleston Drive, Bakersfield, California, along with the household furniture and furnishings contained therein. The Trustee shall then divide the remaining Trust Estate, including any additions thereto by reason of the death of the surviving Spouse, into as many equal shares as there are children of Trustors then living, and, as a group, issue of a deceased child of Trust.ors. The Trustee shall allocate one such equal share to each living child and one such equal share to each group composed of the living issue of a deceased child of the Trustors. Each such share shall be distributed as hereafter provided. " In all othElr respects I the RICHARD T. BUCHHOLZ AND AUDREY J. BUCHHOLZ 1989 REVOCABLE TRUST, dated May 31, 1989, remains unchanged. if. .,.,"1 THE RICHARD T. BUCHHOLZ AND AUDREY J. BUCHHOLZ 1989 REVOCABLE TRUST RICHARD T. BUCHHOLZ and AUDREY J. BUCHHOLZ, (hereafter T~ustors or Trustee, depending on the context, and sometimes referred to as Husband and wife) declare that they have set aside and hold in trust the property described in Exhibit "A" ,attached to this instrument. 1.00 :r~UST ESTATE 1.01. Trust Estat~ All property subject to this instrument from time to time, including the property described in Exhibit "A", is referred to as the trust estate and shall be held, administered and distributed according to this instrument. 1.02. ~romunitv prooertv All property described in Exhibit "A" is the community property of Trustors, and it, and any other community property transferred to the trust, shall retain its character as such notwithstanding the transfer to, this trust. 2.00 REVOCATION AND AMENDMENT 2.01. Revocation Durina Trustors' Join~ Lifetimes During Trustors I joint lifetimes I this trust may be revoked in whole or in part by a written instrument signed by either Trustor and delivered to the Trustee and the other Trustor. On revocation, the Trustee shall promptly deliver to Trustors all or the designated portion of the trust assetS. All property delivered to Trustors on re.vocation shall continue to be oommunity property of Trustors and shall be held and administered as community property. 2.02. ~dment Durina Trustors' Joint Lifetim~ Trustors may, at any time during their joint lifetimes, amend the terms of this trust by written instrument signed by both Trustors and delivered to the Trustee. 2.03. Revocation and Amendment J2Y. survivina SDouse on and after the death of the first spouse to die, the surviving spouse may amend, revoke in whole or in part, or terminate the survivor' II Trust hereinafter created by written instrument delivered to the Trustee. On any revocation or termination of the Survivor's Trust, the designated portion or all of the trust assets, as the case may be, shall promptly be delivered to the surviving spouse. 2.04. Revocation and Amendment on the Death of the survivina Soouse On the death of the surviving spouse, none of the trusts created hereby may be amended, revoked or terminated except as otherwise specificallY provided hereafter, but shall be held, administered and distributed as set forth beloW. 3.00 INCOME ~ND PRINCIPAL 3.01. pavrnents to Trustors During Trustors' joint lifetimes, the Trustee shall p~y to 2 or applY for the benefit of Trustors, first from l.ncome and then from principal, as much of the net income and prl.ncl.pal of the trust as the Trustee considers necessary for their proper health, support, maintenance, welfare, comfort and happiness. Any income or principal paid to Trustors or applied for their benefit shall continue to retain its char~cter as community property and be administered a9 such. Any income not distributed shall be accumulated and added to principal. 3.02. ravmen~s to others The Trustors, acting jointlY, by written instr\lme,nt may, at any time, direct the Trustee to pay single sums or periodic payments out of the trust estate to any other person or organization. Each Trustor's power to so direct the Trustee shall be personal to the Trustor except that this power may be exercised by either Trustor's conservator or Attorney-In-Fact under a Durable General power of Attorney. 3.03. pavment-s to survivina SPQ~ on the death of the deceased spouse, the Trustee shall continue to administer the trust ~state, including any additions made to the trust by reason of the deceased spouse's death, such as from the decedent's Will or life insurance policies on the decedent's life, according to the terms of the trust set out under paragraphs 3.01 and 3.02, above, with respect to the surviving spouse and without distinction as to whether any property was derived from community property, separate property or quasi-community property. 3 " 4.00 DISPOSITION OF TRUST ESTATE .QILTIiE DEATH OF THE SURVIVING SPOUSE 4.01. Division of Trust Estate on ~_ Death ~f tQjl Survivinq Spouse On the death of the surviving spouse, the Trustee shall divide the trust estate, including any additions thereto by reason of the death of the surviving spouse, into as many equal shares as there are children of Trustors then living, and, as a group, issue of a deceased child of Trustors. The Trustee shall allocate one such equal share to each living child and one such equal share to each group composed of the living issue of a deceased child of the Trustors. Each such share shall be distributed as hereafter provided. 4.02. Distribution to Children Each share allocated to a living child of Trustors shall be distributed to such child free of trust. 4.03. ~istribution to Issue of Deceased Children of ~1;;QrJi Each share allocated to a group composed of the living issue of a deceased child of Trustors, shall be distributed free of trust to such issue by representation; provided, however, if any person who would otherwise be entitled to a distribution free of trust is then under the age of eighteen (18) years, such person's share may be distributed to them or to their guardian in the sole discretion of the Trustee. 4 t~ <to ''<) -0 <--t t ~ '~~ <>: t~ ct-t' <? <-~ ~v.~ ~ 0/", a Va ~~ "oS: ct-t . ->0 0, ~~ $~ ~o <t... ~ <9 o~ <~ ~ o~ 0 e,? "".0. <- t . O',r, <--t ~ .. ct <'<", 00/", (,>~... ct? ~ ~s> ~$ 0... .:<~ ?'" ",->" ~ ...$ $" .. q,. ' ',' '0 - ',. , '. , " ,,'" 0 '. · '. -0, .. " ~ ..( ,., ~ ct <'" f) <5'<- $ ~t. 0&> ~-"" ~ ',. .' < . 0 < , ,> .0 ": <> & '!<- 0, >, '" <> 0 <> .0,0.,.0,0 "".'., " v' 0 0, ". O~ ., .. ,. · . '0' 0 'b " ",' ... c:.. '. "'0 . "-,"0 ' o. ., ~ 0 '0 ,,'''' 0 · " . < ,,', ~ . o. 0 ." 0< · "" '0.0.0 ,.' - 'l-',O. .. ...."-' , .,. '.. .. '0 ',. '0 '0 .. ',<' "0 - .. · . v. ~, ." '.,.,' 0 ..,. ' , '0 ": .. " o. . '. ." 0 . 0, " ' · --, ". " 0, '. 00 '.. " " "'. o~ '., '" '0 ''!<-'~ '0 o ... 'lo · .. " ' , '" ". ',. " ' ~ ,," . .0 " >, 0, v.. " " '. " <, O. " .. '\>, . 0, .J- . '. ,. .0 '. o , " o. 0, '. - -', ., ' " o. 0 -. ,,, ,. .., · ' -. V '. · .~ '0 ' '. .." ., ' ' '. ...'.. ." 0 ., 0./<. " ~,. '>, O~ ". O. ." 0 ' ~ "''4'' O. "".. ... .. . OA ~.. " · " <> '. ' .... 0 .. '" ~ '0 '. . - .. ." '0 " ' , " '" v 00 ,./," .. '0 . O. '0 .<" . 0 <),.~'."" ", ,.... ",' v v .., ""0 "" . " 0< <:, .0 - <. "< '0 0 ., " ... .. " o. · '. ", .. '" .'0 .""" · '0 · .(i!'.< ~ $0' ~ '" .~ 0/", ot. ct <t ct-6 i!'o o~ Ot ~ <f) ~ .(~ ~ $ 's> ~~ 0.... Of) ct -t(-. ~ '.(t. ~ f)$ <-06 $ n. :/$ " ~ Co .:<~ ?<# ~ t.f) <--t , <"'. to 't- <-.; ...~ f) .; ~.:< ... 0 .....0 ~ .o~~ ~$~ $.(t1 r:- _ t:. ... n ~~ the property constituting the trust estate from time to time, and the Trustees shall have all powers conferred on Trustees by law including, but not limited to, all powers contained in California Probate Code Sections 16220 through 16249 and any successor statute. Enumeration of powers in this instrument shall not limit the Trustee's general powers, and the Trustee shall have all the rights, powers and privileges that an absolute o_~er of the same property would have, subject to the fiduciary obligations and to any limitations stated elsewhere in this instrument. 6.02. Powers of Trustees Other Than Trustors Subject to any limitation stated elsewhere in this instrument, a person other than Trustors acting as Trustee shall be limited to the exercise of the fOllowing powers in administering any trust hereunder: The Trustee shall have, without the necessity of any court order, all the powers which a court is authorized to confer under the terms of California Probate Code Section 16220 through 16249, as amended from time to time, and shall also have the following express powers in addition to those powers now or hereafter conferred by law: A. The Trustee may acquire every kind of property, real, personal or mixed, and every kind of investment, including but not limited to, corporate and government obligations of every kind, and stocks (both preferred and common), mortgage participations, shares of investment trusts and regulated 6 .. investment companies (including any under the control of any investment counsel employed by the Trustee) and mutual funds; provided, however, considering individual investments as part of any overall investment strategy, when investing, reinvesting, purchasing, acquiring, exchanging, selling, and managing the trust property, the Trustee shall aot with the care, skill, prudence and diligence under the circumstances then prevailing, specifically inClUding, but not by way of limitation, the general economic conditions and the anticipated needs of the trust and its beneficiaries, that a prUdent person acting in a like capacity and reasonably familiar with such matters would use in the conduct of an enterprise of a like character and with like aims. B. The Trustee may employ any custodian, attorney, certified pUblic accountant or other agent, as an expense of the trust, to assist the Trustee in the administration of the trust, and to rely on the advice received in good faith from those agents. C. Except as otherwise specifically provided in this instrument, the determination of all matters with respect to what is principal and income of the trust estate, in the apportionment and allocation of receipts and expenses between these accounts shall be governed by the provisions of the California Revised Uniform Principal and Income Act, from time to time existing. The Trustee, in the Trustee's discretion, shall determine any matter not provided for either in this instrument or in the 7 california Revised Uniform Principal and Income Act. o. If more than one trust is held under thi.s instrument, there need be no physical segregation or division of the various trusts except as segregation or division may be required on the termination of any of the trusts, but the Trustee shall keep separate accounts for the separate undivided interests. E. In any case in which the Trustee is required, pursuant to the provisions of this instrument, to divide any trust property into parts or shares for the purpose of distribution or otherwise, the Trustee may make the division and distribution in identical interests, in kind, or partlY in kind and partlY in money, pro rata or non-pro rata, and may make such sales of the trust property and upon such terms and conditions as the Trustee deems necessary. In making non-pro rata distributions or allocations under the terms of this instrument, the Trustee need not consider the income tax bases of the various assets nor make any attempt to equalize the aggregate income tax bases of assets distributed or allocated, and such decision by the Trustee to consider or not to consider those various income tax bases shall be binding on all parties in interest. The valuation of all assets distributed shall be determined in the Trustee's discretion. F. Income accrued or held undistributed by the Trustee at the time of termination of any trust created under this instrument shall be distributed to the next succeeding 8 benefioiaries of such trust in proportion to their interests in it. G. The Trustee may make distributions to a minor or other beneficlary under disability by making distributions to the Guardian or conservator of his or her person, or to any suitable person with whom he or she resides, or the Trustee may apply distributions directly for the beneficiary's benefit. The Trllstee may make distributions directly to a minor if, in the Trustee's judgment, he or she is of sufficient age and maturity to make proper use of any income or assets so distributed. H. All of the powers of the Trustee provided in this instrument shall be exercisable by the Trustee in the Trustee's fiduciary capacity and only in such capacity; and, notwithstanding any of the provisions of this instrument which might otherwise be construed to the contrary, the Trustee shall have no power under any such provisions to enlarge or shift any of the beneficial interest under such trust except as an incidental consequence of the discharge of the Trustee's fiduciary duties. I. If at any time the administrative expense of any of the trusts administered hereunder is such that it would be impractical or unfeasible to continue the trust or would substantially defeat the purpose of the trust, then the Trustee, in the Trustee's discretion, may terminate that trust and distribute the remaining balance of that trust to the then income beneficiary or beneficiaries. 9 . 7.00 DEBTS. EXPENSES 7.01. peceased Soouse's Debts. Exoenses On the death of the f1rst spouse to die, the Trustee, in the Trustee's discretion, may, to the extent not otherwise provided for, payout of the deceased spouse's interest in the trust estate that spouse's debts outstanding at the t.ime of his or her death, not barred by the statute of limitations, the statute of frauds, or any other provision of law; the last illness and funeral expenses of the deceased spouse; and attorney's fees and other costs incurred in administering the deceased spouse's probat.e estate. 7.02. Survivinu-Soouse's Debts. Exoenses On the death of the surviving spouse, the Trustee, in the Trustee's discretion, may, to the extent not otherwise provided for, payout of the Survivor's Trust t.he surviving spouse's debts outstanding at the time of his or her death, not barred by the statute of limitations, the statute of frauds, or any other provision of law; the last illness and funeral expenses of the surviving spouse; and attorney's fees and other costs incurred in administer ing the surviving spouse's probate estate. Any such payments shall be charged, without apportionment or charge against any beneficiary of the trust est,ate, to the Survivor's Trust. Payment of any of the surviving spouse's debts shall be made proportionately from the property of the trust estate as such property shall be liable for the debts. 10 8.00 DEFINITIONS 8.01. ~ As used in this instrument/ the following definitions shall be applicable: 1. The term "community property" shall include "quasi-community property" as that term is defined by California law. 2. The words "deceased spouse" shall refer to the first Trustor to die. 3. 'l'he words "survlving spouse" shall refer to the Trustor living after the death of the deceased spouse, unless the context indicates otherwise. 4. "Survivorls Trust" refers to that portion of the trust estate administered under paragraph 3.03. 5. The words "child" or "children" shall refer to BARBARA J. COOPER and BRIAN R. BUCHHOLZ. 6. The word "issue" shall refer to lineal descendants of all degrees and shall include afterborn and adopted persons. 7. The use of the word "shall" indicates a mandatory direction, while the use of the word "may" indicates a permissive but not mandatory grant of authority. 9.00 GENERAL PROVISIONS 9.01. 1,&aal Title to Trust Prooertv The legal tltle to all property held in any trust hereunder 11 t " I I I I I i I I , . shall be and remain vested in the Trustee from time to time acting hereunder without active conv~yance or transfer to, by or from any succeeding or retiring Trustee, and the Trustee from time to time acting hereunder shall have all of the rights, powers and authorities, discretionary or otherwise, herein granted to the original Trustee. 9.02. SDendthrift Clause No interest in the principal or income of any trust created under this instrument shall be liable for or subject to the debts of any beneficiary designated therein, nor shall the same be anticipated, assigned, mortgaged, pledged, hypothecated or encumbered, or subject to any Creditor's claim or to legal process prior to its actual receipt by such beneficiary. 9.03. PerDetuities Savinqs Clause Unless sooner terminated in accordance with the provisions of this instrument, each trust created under this instrument shall terminate twenty-one (21) years after the death of the issue of Trustors who are living at the time of the death of the surviving spouse. 9.04. Contest Clause In the event any beneficiary under this instrument shall singly or in conjunction with any other person or persons contest in any court the validity of this trust or the wills of either Trustor or shall seek to obtain an adjudication in any proceeding in any court that this trust or any of its provisions or that such wills or any of their provisions are void or seek otherwise 12 to void, nullify or set aside thb t.rust or any of its provi.sions, then the right of that person to take any interest given to him by thl.s Trust shall be determined as it would have been determined had the person predeceased the execution of this agreemen't without surviving issue. The Trustee is hereby authorized to defend, at the expense of the trust estate, any contest or other attack of any nature of this Trust or any of its provisions. 9 . 05 . Gender: Number The masculine, feminine or neuter gender, and the singular or plural number shall be deemed to include the others when the context so requires. 9.06. HeadiMs The titles or headings to the sections of this instrument are not a part thereof, and shall have no effect upon the construction or interpretation of any part of this instrument. 9.07. Trust Name The trusts created under this instrument shall be referred to collectively as THE RICHARD T. BUCHHOLZ AND AUDREY J. BUCHHOLZ 1989 REVOCABLE TRUST and each separate trust created in this agreement may be referred to by adding the name of the beneficiary. 13 ,. . .' . I r' II \,1 (" ....) ..-....".. t" \..) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Bll~EAU Of INDIVIDUAL TA~ES 1t4I1ERI1AHCt 'AI( DIVISION Of,Pl. 1,AOf,Ol tIARRISlUMO, 11", 17128--0MI NOTICE OF INHERITANCE TAX APP~AISEMENT. ALLOW~NCE OR DISALLOWANCE OF OEDUCTIDNS AND ASSESSMENT OF TAX 03-02-98 BUCHHOLZ 09-12-9'1 21 97 - 0977 CUMBERLAND 101 t_::=~A~i~=~~~Jt~=~:~~l MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLlSI.E. PA 17013 CUT ALONG TH18 LINE ~ RI!TAIN LOWER PORTION FOR YOUR RECORDS .. . REV: i54,-ix-AFP -io'iFi'iY-NOTicf-OF-YNHiiiii'ANci "TAx-APPRAi SEHENr;"ALi:owANci "oli-.--.----- - -""" -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX AUDREY .1 FILE NO. 21 97-097'/ ACN 101 DAT! ESTATE OF DATI! OF DI!ATH FILE NUMBER COUNTY ACN If .n ......m.nt W.B i..u.d pr.viou.ly, lin.. 14. 15 .nd/or 16. 17 and 18 will r.fl.ct figur.. th.t includ. the tot.l of ~ r.turn. .......d to d.t.. ASSESSMENT OF TAXI 15, A~ount of Line 14 at Spou..l rat. 1&. A_aunt of line 14 t.~.bl. .t Lin..l/Clasl A rat. 11. Allount of tine 14 ta)(abla at Colletaral/Ch.. 8 rat. 18, Principal Ta)( Dua LISA MARIE .cOYNE ESQ 3901 MARKE" ST CAMP HILL PA 17011 ESTATE OF BUCHHOLZ I ACCEPTED AS FILED TAX ~ETU~N WASI I RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS~ APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1, R..l Elt.t. (Soheduh A) 2. stockl and Bondi ISchedule 8) 3. Clo..ly Held stook/partnership Int.....t (Sch.dul. C 1 4. "o..t.a..s/Hot.. R.c.ivable (Sch.dul. Dl 5. C.lh/I.nk D.posit./Hi.c. p....on.l Prop...ty (Schedule EJ 6, Jointly Owned Property (Schedul. fJ 7, T..anlf.... (Schedul. OJ I. Tot.l A..et. APPROVED DEDUCTIONS AND EXEMPTIONS I .. fun.ral Ey,pen.e./AdM, Co.tl/MiIC. Exp.nl.' (Sch.dul. H) 10, D.bt./"ortg.g. Ll.bllltl../L1.n. (Soh.dul. II 11. Total Deduction. 12, N.t ValUe of Tlx Raturn 13. Ch.ritable/Goye..n.ental lequ..1M; Non,'ellcted '9113 Tru.t. 14, N.t Vdu. of E.t.t. Subj.ot to r.. NOTE I TA_~DI!l1 PAYMENT DATE -l.2-T0" 9'7- .~.--_.~.--_.~-_.-~.-.~ _.------------_.-~-- DISCDUNT 1+) INTEREST/PEN PAID 1-) --"1';-378 ;42" RECEIPT NUMBER --AA242537 1I1_ (21 (3) (41 (!i) Ib) 171 Iq) 1I01 liS) lIbl Cl71_ X) CHANGED ,00 142,111,13 .00 ,00 151.88Lil. ,00 IBB.358.10 lal 16.212,63 1,679,00, 1I11 1I21 IUI 1I4) lSoh.clull J) .00 464.461.21 .00 SEE x ,00, X,06. K ,15, 1181 ,,-~.---_.~...~....~~_...,_..~- AMDUNT PAID ------------26;"f9il~O '*' U~.\Ii., U ,,, U..t/l AUDREY J DATE ATT ACHED 03-02-9B NOTICE NOTE I To in.ur' prope.. Q..edlt to you.. lecount, lubMtt the uppe.. portion of thtl forM with your t.)( ply"ant. 482.352,84 17.R01 1.:\ 464.4hl,21 -:00 464.461.21 ,00 27,867.68 ,00 27.867.68 ----- ' TOTALTAX' CREDIT 27.560.42 BALANCE OFTAXDUi -------m-:2'6- --....----------------- -.------ INTEREST AND PEN. ,00 -- -----~ TOTAL DUE 299,26 PAYMENT MUST BE MADE BY 06-13-98*, . IF PAID AFTER OATE INDICATED. SEE ~EVERSE FDR CALCULATION OF ADDITIONAL INTEREST, I IF TDTAL DUE IS LESS THAN U. ND PAYM~NT IS REQUIRED. IF TD1 AL DUE IS REFLECTF.O AS A "CREDIT" ICR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS FORM FOR IHS-'~UCTIDNS.) " ""t '.', RESERYAflONI f.t,tl' 0' d'c'd.~t. dYln. on or blfor. Deo"ber 12; 1911 -. if 'nv future Int.r..t In the ..tat, I. tran'f'rred In PO.....lon or .njoy~.nt to CI... . (0011Itlrel) bAneflOlarll. 0' the dlcldent .ft., the Ikplratlon of .nv ..tete for I1f, or for ye.r., the €;oMonw..lth hereby '!Cpr.ub r...r..... the right to appr.h, and a..... Irans',,' lnh.r hanol TalUII .t tht llwful CI.'M B (collet.ral) rat. on any .ueh future Jnt.r..t. PURPOSE OF NOTICEI To fulfil! Ih. requlr...ntl of Slotion 2)40 ofth. lnharlhnat end Estll, Tel( Aot. Act Zl of 1995. (n P.S. Slotlon 9IitO), PAIf'HENT I O.hoh the top porUon of this Hotlo. end tub,1t with your PIY'.nt to the RIght,r of Wl1h prlntld on the re...lrlill licit, .~".k. Clhlok or .on.y ord.r plnbl, tOI REGISTER 0." NILLS_ AGENT REFUND (CM) I A rlfund of a tail or.dlt, which wal not requ..t.a on the TalC A.turn, Ilay b. r.qu.tt.d by oOllpl.tlng an ".pp1!caUon for Refund of PonnlY1v.nlo Inhlrltanc. and E.tat. T.lC" (R~~-l!ll). Application. are Ilv.II'b.. It tnl Of'lc. of the AIgl,t.r of Will., any of the 21 Rlvlnu. Olltriot OfficI., or by tailIng the Ip,clal l4-hour .nlNlrlng nrvtce nU.b.r. for fcr.. ordlrlngl In Plnntylvanln 1'800"162-20S0, ouhld. PlnnsYlvanta and Nlthln Iot.l Harrhburg .r.. (117) 187-11094, TOOl UI'IJ 171-2252 (H.artng l,pRtr.d Only), O~JECTIO"SI Any party In Jnt.r..t not .atJ.ft.d Nlth the .ppr.I...."t, .llow.nc. or dl..lloNlnc. of dlductlon., or ........nt of talC (Including discount or Inter..t) I' .hown on tnll Notlc. IIU.t Object within lilCty (60) d.y, of recllpt of this Notlo;:l bYI ADHIN lSTRATIVE CORRECTIONS I ~-wrltten protllt to the PA n.part..nt of R.vlnul, Board of App.ah, O.pt. 2B1021, Harrisburg, PA 1112a~1021, OR --II'ction to have the .attar dlterllln.d at audit of the nccount of thll p'r.onll rlpr...ntatlv., OR -~app.al to the Orphan.' Court. DISCOUNT I Fletull ."ror. discov.red on thlt a.....".nt Ihould b. addr'..ed In writing tOI PA Olpart"lnt of R.venuI, Il.Ir.al.l of Indlvldulll r.il.., ATTNl Po.t AU.....nt R.vl.w Unit, n.pt. 280601, tlarrltburu. Pol 17128'0601 Phona (111) 181"6S05. S.. pIg. 5 0' tha boOkl.t "trlltructJon. for Inharltanc. TalC R.ttJrn for I Ratld.nt Dacedlnt.. (REV-UOi) for an .ilpI.natJun of ed.lnistreUv.lY cOI'rletabl, error.. If 'ny ta)C dua It paid within three (3) ul.ndar Mcnth. aft.r the d.c.d.nt'. death, a Un p.rc.nt (SJO discount uf the talC paid J. allaw.d. PENAL TV I Th. 15% tllC a.na.ty non"partlclp.tJon p,n.lty I. aQaput.d on the total of the tail and Int.r..t .......d, Ind not Plhi b.for. January 18, 1996" the flr.t day alt.r the .nd of the lIIlC Il'nlllty p.rlod. Thl. "on~parUclpatJon p,nalty I. 'pp.,labla In tha 1.1lt. .'nn.r .nd In tha the .... tla. p.rlod II YOU would appaal the tlil and Int.ra.t that h.. b..n .......d as Indlcat.d on thlt notlo.. INTEREST I Int.r..t I. charg'd b.glnnlng with fJr.t dllY of d.llnqu.ncy, or nln. (9) Iltonth. .nd ona (1) day frollt the d~tl of d..th, to the dati-of paY'lnt. TalCe. Which b.ca.. d'llnquent b.for. January 1, 198Z b',r Jnt.r..t at the r.t. of .llC (6%) rarc.nt P'r annUll calculat.d at a datly rata of .000164. All talee. whIch b.oa.. d.llnquent on and after January 1. 1982101111 bur tnterllt at a r.ta whlllh will var-y fro. caland.r y.ar to calandar y..r with thlllt r.t. IMounctd by the PA Dapartll.nt of R,vanu.. Th. .pplJoabl. Jnter..t rat.. for 1'82 'hrOUgh 1998 ar'l Vllr Int.ra.t Rat. naUy tntarut Fattor ~ lnter..t Reta Dally lnt.r..t Faotor - 19112 20% .00054' 198" 'X .000247 19.3 16% .000438 1988-1'.91 11% .000301 1914 11)( ,000101 1992 9% ,000241 1985 13)( .000156 1991-1994 1% .000192 1.16 lOX .000274 1995"1998 9% .D00241 ~~Intef...t It <<I'lel/htad at followll INTEREST = BALANCE OF TAX UNPAID X NU"BER DF DAYS DELINQUENT X DAILY INTEREST FA~TOR --Any Notice luu.d .fter tha tllle b.eOMII d'llnquant will raftact an Intarllt calcul.tlon to flft..n (15) dllYI b,yond tha d.t. of tha .....III.nt. If paVM.nt It !Ilad. .Itar the Intar..t COMputation data .hown on thl Notlo., addltlon'l In~.ralt .u.t b. calculated. P~VMI\N!1 O,,"h 'hO tot' porUo. of thll NoUo' ood ,....1' with .o..r p......t ..d. p..obl. to tho oa.. .nd .ddro" prll'ttd on thl ,.Iver" std., If RES10EN! OECEOEN! .... ,h'" " """" .rdor p....1o tOl REGISTER OF WILLS, AGENT, If NON.RES1DEN' OECEDENT .... .h'" .r ,">0' ord.r p....,. tOI CO"HONWE~L TH OF PENNSVLVANIA. REFUMO (CRlI A rof""d .f . t.x .r.dll, whl.h W.' no' r".","d .0 th. '" R..urn. ... .. roo....t.d .. ."P,.tln. .n .A..lI..U.n lor R.fund ., p.nn..".nl. Inh.rlt.n.. ond E...II T.'. \R"-ISl'" A..lI.."'''.ro ...11.'" .t . thO OUI.. .f tho R..I.llr .t Will', ... o. th. " R".nu, OI..rI.t DW," .r frno .h' D.p.....nt.. ,.-hour .n...dno .."I.. nu...re fOr 'or.. OIdorlno' In ponn..I''''. l-aOO-361-!OSO' ou..ld' P.onIY"..I. .nd within '0'" Hord"U" .r.. (7I/1I81-a094. "D' Ol1l m-"" ,,,...1". 1...lr.d onl,l, REPL V TOl Qu..,I.n. r...rdln. .,r'" ..n..I".. .n thl. "..,.. .hOu" .. .ddr....d t" .. O...,...n. of R.,.nu', au,"u of 10dlvldU.' T.''', AnNI POI' ........n' ..V,.W Unl'. Dop', ,",601. "."I..u,..'A ,,"0-0601. .M.. (111) 167-6~DS. Dl$COUHTI If ... ,.x duo I. p.ld within 'h'" '" ..Iond.r ..n'h' .ftor .h' d...d.n'" d..'h. . "" por..nt "" ....oun' of the t8)( paid 'S aUowed. PEHAllVI Th' "X '" .on.... n.n-portl.lp.t1.n p...It. I. ...pulld .n ,h' ..... .f .h. ,., .nd I"...... .......d. end not p.ld ..,... J.n"'" 18, 1996. 'h' fire' d.. .ftor .h. ond .f 'h' t.x ....... porl.d, INTEREST I In'or'" I' .hor..d ...,onln. with fire' ... ., ..1Inouon... or nino 19l oon.h. .nd ... (\l d.. fro' thO"" of ...'h. t. th' d." 0' p....n._ T.'" whl'" 00.... d.lInquont b"'ro J.n..." I, 19"' .... In..r..' ., thO "" .f .Ix (6Xl p....., por .onu. ..I.u,...d " . ..11. "t. .f ,000164, 01' IIx" whl.h ...... d.lIn....nt .n .nd .ftor J_or. I. 19a' will ...r Inll"" .t . r." whl.h .111 ,,,. fr.' ..,ond.' ...r '0 .,'on..r ...r with th.' r.t. "nnounc"" 'h' .. O,p.",,,, .f ."..u., Th. .ppll."" In.or..t ,.... f.r 198' throu.h 199a or.. V..r tn,.r..t Reta O.11Y Interut FaCltor Vear tntere.t Rat- DaUy Intflr..t factor lnil! ZOZ ,00013'18 lCJa7 l)y' .0001.41 '91S 16;( ,00045& 198&..1991 llY. ,00030\ ..a4 \1;( ,000'501 1992 'X .DOOl41 19151 U;( ,OOOlS6 1995~ l q?4 7'1. .OR01IJZ .... 101: ,OOOZ74 1995-191)1 'X ,OOOl47 ~ ~ tnterut \I c.lculated .. fol1DWIl INTf.RElT . BALANCE OF TAX UNP^ID X NUKBER OF O^~S DELINQUENT X DAIL~ INTEREST FACTDR __A" Hotl.. I....... .ftor .hO 'ox b...... ..lIn",oon' wUl rollOO' .n In",..t .,'.u,o".n ,. "".on liS) d... bovood .... d.,. ., tho ........... II p.,-, 10..... .ftor ,... In'or'" ._t.tlon d.t. .tIn"" .n .h' NotlC., additional Intere.t .u.t ba calculated.