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Home My WebLink About04-27-07 . -I 15056051058 REV-1500 EX (06-06) PA Oepertment d Revenue . Bureau d Individual Taxes .. . PO BOX 280601 HanisbtJrg, PA 17128-0601 ". . ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death ..,"-_......,..- ........ -_..-._--~... ..--"".,-...----,- OFFICIAL USE ONLY CoI.Inty ~()de Year INHERITANCE TAX RETURN ~, " I ". RESIDENT DECEDENT:J U '-t' File Number &6( Date of Birth 178-07-7513 07/1012006 11/01/1914 Decedent's Last Name Suffix Decedent's First Name MI Smith Robert L (If Applicable) Ent8r Surviving Spouse" Information Below Spouse's Laat Name Suffix Jeffries ~POIJStt'lSFirst Nfirne Isabel MI S Spousft's Social ~~tytlllJlTl~r ... 160-16-9170 THIS RETURN MUST BE FILED IN DUPLICATE Wmt THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C8J 1. OrigInal Retum <=:::) c:::> 3. Remainder Retum (date of death prior to 12-13-82) C':) 4a. Future Interest Compromise (date of c;:j 6. Federal Estate Tax Retum Req~red death after 12-12~2) c:::l 7. Decedent Maintained a Uvlng Trust (Attach Copy of Trust) c:::::l 10. Spousal Poverty CredIt (date of death C':) 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach sm. 0) CORRESPONDENT - 'OtIS SECTION -..aT BE COIIPLETED. ALL CORRESPONDENCE AND CONFlDErmAL TAX INFORMATION SHOULD BE DIRECTED TO: Name 1:l~~rT141.!~r1It.~IJrT1ber !-~ ..6 (717) 938-34~1? -J '--REGiSTeR :-~~~=1 ,c l") '. -J c:::J 2. Supplemental Retum c:::::> 4. LinIt8d Estate c8) 6. Decedent DIed Testate (Attach Copy of WlA) 9. LJtIgaIIon Proceeds Received 8. Total NlIl1ber of Safe Deposit Boxes Gregory L Smith Finn Name (.If~licable) First line of address -0 50 Dubbers Drive Second line of address {"...:> Cf.j or Post Office State ZIP Code 17319 DATE FILED Etters Correspondenfs &ornei' address: smith297@ptd.net Under penalties of pe~ury, I decl8re Ihat I have examined 1hla retum. including 8CCX)mpanying schedules and stat8ments. and to 1ha best of my knowledge and belief. it Is true. c:orntCt and complele. Decl8ration of preperer oIher than 1he personal representative is baaed on all Information of which preparer has any knowledge. S1G~NAiTU OF PERSON RE~P"SIBLE FOR FlUNG RETURN DATE _;(~ 1(/:27/117 ADDRESS . , 50 Dubbers Drive, Etters. Pa. 17319 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLeASE U.. ORIGINAL PORM ONLY Side 1 L 15056051058 15056051058 ..J . -.J 15056052059 REV-1500 EX Decedents Name: RECAPITULATION Robert L Smith 1. Real estate (Schedule A). .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. JoinUy 0Nned Properly (Schedule F) C} Separate BiUing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested:. .. .. .. 7. 8. Total Gross Assets (total Lines 1-7). . . .. . . .. . .. . . . .. .. . .. . . . . .. . . . .. . .. 8. .~ent'8~~1tI1 ~lArity~lImtJer . 178-07-7513 0.00 1,290,429.00 0.00 0.00 8,916.00 0.00 0.00 1,299,345.00 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (tolal Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Une 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEe INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X.O 45 863,276.00 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 38,552.00 3,517.00 42.069.00 1,257,276.00 394,000.00 883,278.00 38,847.42 38,847.42 c:::> 15056052059 .-J REV-1500 EX Page 3 Decedent's Complete Address: DE ENr NAME Robert L Smith STREET ADDRESS 824 Lisbum Road r-------l L--.J flt.."NY!!'~,,,.,,, ,,~,_"_..H._. .....",. .., 1 1 i .._~..... DECEDENT'S SOCIAl SECURITY NUMBER 178-07.7513 Apt. 241 CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Una 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior payments C. Discount (1) 38,847.42 0.00 0.00 0.00 Total Credits ( A + B + C ) (2) 0.00 3. InterestlPenalty if applicable D.lnterest E. Penalty 136.12 TotallnterestlPenalty ( D + E ) (3) 4. tf line 2 is grgater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. FHI in oval on PIge 2, Una 20 to request a refund. (4) 136.12 5. If Line 1 + Une 3 is greater than Une 2. enter the difference. This is the TAX DUE. (5) 38,983.54 A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (5B) 38,983.54 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESnONS BY PLACING AN ft)(" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [i] b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.............. ................ ......... ....... .............., ........... ................. ............. .................... 0 Ii] d. raceive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...........................................................................,.............,.................... 0 [i] 3. Did decedent own an -in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annu~y, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 iii f THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. fi9116 (a) (1.1) Q)). For dates of death on or after January 1, 1995, the tax rat$ imposed on the net value of transfers to or for the use of the surviving spouse is zero (O) percent [72 P.S. fi9116 (a) (1.1) (ii)). The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-ooe years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the chid is zero (O) percent [72 P.S. fi9116(a)(1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-hatf (4.5) percent. except as noted in 72 P.S. 59116(1.2) [72 P.S. S9116(a)(1)J. The tax rate imposed on the net value oftransfers to or for the use of the decedenrs siblings is twelve (12) percent [72 P.S. f9116(a}(1.3)J. AsibUng is defined, under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blood or adoption. REV-1503 EX' (6-98* COMMONw:ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULI . STOCKS & BONDS ESTATE OF Robert L. Smith 178-07-7513 All properly jolntly-owned with right of survivorship must be dIIclOHd on Schedule F. ITEM NUMBER 1. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 2 19370 shares Money Market Funds 1282 shares "BP" 3 2000 shares "BAC" 4 2000 shares "BMY" 5 2325 shares "ElM" 6 1000 shares "GE" 7 500 shares "NRN" 8 9 3288 shares "PCL" 950 shares 'WBB 50000 BDGR "056569AM9" 35000 BERKS "08454OGHO. 10000 BERKS "084538EZ6" 10000 CHESTER "16557HBT1" 30000 CHESTER "165579CQ4" 20000 CHESTER 8165579CP68 25000 DELAWARE 8246352AH1. 10000 LNCSTR "514045VK68 60000 LEHIGH "524850DY7" 5000 LEBANON 8522455BE38 50000 LEHIGH 8524805Y51" 20000 LEHIGH 8524805Y368 10000 LEHIGH "524805J588 15000 MNTG B613604UR68 25000 MNTG 8613609QM1" 40000 MNTG 8613603PN3" DESCRIPTION FILE NUII1BER VALUE AT DATE OF DEATH 19,370.00 90,894.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed. Insert additional sheets of the same size) 50,760.00 32,620.00 33,450.00 12,480.00 117,710.00 51,376.00 53,354.00 37,884.00 9,919.00 10,246.00 31,378.00 20,883.00 25,530.00 10,008.00 54,816.00 4,688.00 50,781.00 20,417.00 9,996.00 15,117.00 25,422.00 44,424.00 931,803.00 RBf-I503EX< (6-. COMMOfIIIM:AL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT c:eceDENT ICIIIDULI . STOCKS & BONDS ESTATE OF Robert L. Smith 178-07-7513 All property joIntIy-owntd with rtght of IUtYlvorsltlp llluat be dllclOHd on 8chtduIt F. FLE NUMBER ITEM VALUE AT DATE NUMBER DESaUPTION OF DEAlli 1. 15000 MONTG -111528" 15,063.00 27 25000 NRTHM .100130" 26,069.00 28 40000 NRTHM -121510- 40,141.00 29 25000 PAST "0601~ 23.464.00 30 10000 PAST -05011V 9,325.00 31 20000 PAST -050134- 20,401.00 32 25000 PAST -040110- 25,542.00 33 50000 PAST '"041533- 51,608.00 34 10000 PAST "041534- 10,305.00 35 30000 PHLPA .111523- 30,463.00 36 35000 PHLPA -100130" 36,050.00 37 20000 WfUN) -030123- 20,107.00 38 50000 WESlM -080124- 50,088.00 l TOTAL (Also erter on line 2, Recapilutation) $ (If more spice ilneedId. Insert addltlonal IhMtB of the same size) 358,626.00 REV-l508 EX+ (....) .. COMMONVlJEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY E8TATE OF Robert L. Smith 178-07-7513 Include the proceeds of litigation and the date the proceeds were received by the estate. AI property jointly-owned with right 01 survivorship must be dlsoloeed on Sohldule F. ITEM NUMBER DESCRIPTION 1 M + T Bank Account 2 The Woods @ Cedar Run Security Deposit 3 L.C.A. Board of Pensions July Pension Cehck TOTAL (Also enter on line 5. Recapitulation) . (If more space is needed. insert additional sheets of the same size) FILE NUMBER VALUE AT oo.TE OF DEATH 3,769.00 4,993.00 154.00 8,916.00 REV-'S11 EX< (1..... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ICHIDUU H FUNERAL EXPENSES & ADMlNISTRA11VE COSTS ESTATE OF Robert L. Smith 178-07-7513 FILE NUMBER ITEM NUMBER A. B. 1. 2. 3. Dlbts of dlcldlnt mUlt be reported on Schedule L DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Flowers for Memorial Service Reverend Hoover ~ Memorial Service Bonnie Barton - Orgalist Memorial Service Culhanes - Memorial Service Lunch Musselmal Funeral Home - Cremation, um,and death notice Camptown Cemetay Assoc. - Intemment of ashes TlIlkhannock Monument Co. - Headstone ADMINISTRATIVE COSTS: Personal Represen1Btive's Commissions Name of Personal Represen1Btive(s) Gregory L. Smith Social Security Number(s)/EIN Number of Personal Representative(s) 210-40-4958 StreetAddress 50 Dubbers Drive 32,484.00 2 3 4 5 6 60.00 125.00 100.00 501.00 2,012.00 200.00 2,000.00 7 City. Etters Year(s) Commission Paid: 2007 . State PA Zip 17319 Attorney Fees 0.00 Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) 0.00 Claimant Street Address City State .Zip Relationship of Claimant it) Decedent 4. Probate Fees 875.00 5. Acoountanfs Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Estate Notice - Patriot News 195.00 TOTAL (Also enter on line 9, Recapitulation) $ (U more space is needed, insert additional sheels of the same size) 38,552.00 REV-1512 EX+ (12.03) . SCHEDUU I DEBTS OF DECEDENT, MORTGAGE UABILmES, & UENS COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert L. Smith 178-07-7513 Report debts Incurred by the cIecedInt prior to death which remained unpaid u of the date of death, including unrelmburaed medical apenHI. ITEM VALUE AT1lATE NUMBER DESCRIPTION OF DEATH FILE NUMBER 1. 2 Alert Phannacy Services - Drugs Pa. Dept. of Revenue - Income Taxes - 2005 Dept of Treasury IRS - Income Taxes - 2005 99.00 468.00 3 5 Dept. of Treasury IRS -Income Taxes - 2006 1,567.00 330.00 1,053.00 4 Pa. Dept. of Revenue - Income Taxes - 2006 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,517.00 REV-1513 EX+ (9-00) *' leNIDULI , BENEFICIARIES COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert L. Smith 178-07..7513 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY [ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (8) (1.2)) 1 Barbara Dorsch, 411 Bathurst Rd., Catonsville MO 21228 2 Gregory L. Smith, 50 Oubbers Or., Etters PA 17319 3 Andrew Dorsch, 411 Bathurst Rd., CatonsvHle MD 21228 4 Stephanie Godun, 378 Ramsey Rd., Yardley PA 19067 5 Beth Deal, 54 Eastholm Rd., Schenectady NY 12304 6 Jennifer Santoloci, 241 Reade Ave., Lindenhurst NY 11757 7 Erin Swan, 8130 Randolph Way, Apt 302, Elllcot City MD 21043 8 Christine Banks, 241 W. 4th St, Apt#6, New York NY 10014 9 Trisha DeBevoise, 10 Christopher St., Apt#70, New York NY 10014 FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not lilt TI'UItH(.) OF ESTATE Daughter $394,000 Son $394,000 Grandson $5,000 Granddaughter . $5,000 Granddaughter $5,000 Granddaughter $5,000 Granddaughter $5,000 Granddaughter $5000 Granddaughter $5,000 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET U NON. TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 E.L.C.A. Foundation, 8765 West Higgins Rd., Chicago, IL 60631 $394,000 TOTAL OF PART 11- 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) . .. <I C o/'lFtJAn cO c...v,. 7 LAST WILL AND TESTAMENT OF ROBERT L. SMITH I, ROBERT L. SMITH, of Camp Hill, Cumberland County, Pennsylvania, being of sound mind and disposing memory, though I realize the uncertainty of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His death on the cross for my sins and in His shed blood as an atonement for my soul; and I know by faith that because of His sacrifice on the cross for me I have etemallife, do hereby make this Will, hereby revoking all my former Wills and Codicils: Article One: Tangible Personal Property: ~ 1.1 I bequeath all my tangible personal property in accordance with the terms of a personal property memorandum I may prepare. If no such memorandum is located or received by the Executor within 60 days after being appointed as such, after conducting a reasonable search for such memorandum, the Executor shall be held harmless for distributing such property as hereinafter provided. ~ 1.2 I bequeath such property not disposed of by such memorandum, or all of such property if no such memorandum is located or received, to my wife, Isabel Jefferies Smith, if she survives me. If my wife does not survive me, I bequeath all my tangible personal property to my children, per stirpes, to be divided between them in as nearly equal shares as possible. My three children are Ronald L. Smith of Allentown, P A; Gregory L. Smith of Etters, P A; and Barbara S. Dorsch of Catonsville, MD. If there is any disagreement between them, the decision of my Executor shall be final. Any items not wanted shall be sold and the proceeds shall pass under Article Three, hereinafter. ~ 1.3 To the extent practicable in the Executor's sole discretion, I bequeath any policies of insurance on such property to the beneficiary entitled to such property. ~ 1.4 I direct that the expenses of storing, packing, shipping, insuring and delivering 1 any such property to the beneficiary entitled thereto shall be paid by the Executor as an administrative expense of my estate. Article Two: Specific Bequests: 92.1 I bequeath Five Thousand ($5,000.00) Dollars to each of my grandchildren named hereinafter, who survive me: Jennifer S. Santoloci, Stephanie Smith, Christine Smith, Tricia Smith, Erin Dorsch, Andrew Dorsch, and Beth Dorsch Deal. 92.2 In as much as my wife and I entered into a prenuptial agreement before we married, and in as much as she has an income and assets of her own, she is not looking to my estate for her maintenance and support. Furthermore, the prenuptial agreement provides for her to continue to live in my house for as long as she is able to do so. However, because I love her very much, I wish to provide additional income to her by means of a charitable gift annuity as follows: I give Two Hundred Thousand ($200,000.00) to the Evangelical Lutheran Church in America, a Minnesota non- profit corporation, located in Chicago, IL, c/o the ELCA Foundation, to establish a charitable gift annuity for my wife, Isabel Jefferies Smith, whose birthdate is February 7, 1918, and social security number is 160-16-9170. The interest shall be payable to my wife at the rate of seven percent (70/0) per year. The remainder of the charitable gift annuity should be distributed upon Isabel's death as follows: Seventy-five percent (75%) to Lutheran World Relief, Baltimore, MD; and Twenty-five percent (25%) to Grace Lutheran Church, Highland Park, P A to be used by the church for programs to feed the poor. I suggest that this gift to Grace Lutheran Church be distributed by the church to such agencies as the American Red Cross, the Central Pennsylvania Food Bank, the Bridge, the Ecumenical Food Pantry, and the Salvation Army. If my wife, Isabel, does not survive me, this bequest shall lapse and the charitable gift annuity shall not be established. Article Three: Residue: 93.1 I bequeath and devise all the residue of my estate, of whatever nature and wherever situated, including any property over which I have a power of appointment, to be divided and distributed as follows: 93.2 One third of the residue of my estate shall be distributed to the Evangelical Lutheran Church in America, a Minnesota non-profit corporation, located in Chicago, IL, c/o the ELCA Foundation, for the Ronald L. Smith Charitable Trust, dated February 15, 2001, for the 2 benefit of my son, Ronald L. Smith. If Ronald L. Smith does not survive me, this share shall not be placed in the Ronald L. Smith Charitable Trust. The share shall instead be distributed as follows: ~3.2.1 Ten Thousand ($10,000.00) Dollars to my granddaughter, Jennifer S. Santoloci, if she survives me; and ~3 .2.2 Ten Thousand ($10,000.00) Dollars to my granddaughter, Stephanie Smith, if she survives me. ~3.2.3 All of the rest of this share shall be divided between subparagraphs ~3.3 and ~ 3.4 hereinafter. ~3.3 One third of the residue of my estate shall be distributed to my son, Gregory L. Smith, per stirpes; and ~3.4 One third of the residue of my estate shall be distributed to my daughter, Barbara S. Dorsch, per stirpes. Article Four: Provision for Debts and Expenses: ~4.1 I direct that any of my legally enforceable debts, any expenses of my last illness, and funeral arrangements, and any of the administrative expenses of my estate shall be paid from the principal of the residual portion of my estate disposed of by Article Three of this Will. Article Five: Appointment of Fiduciaries: ~5.l I appoint my son, Gregory L. Smith, as Executor of this Will. If Gregory L. Smith is unable or unwilling to serve or continue to serve, for any reason whatsoever, I appoint my friend and attorney, S. Berne Smith, of Camp Hill, PA, as first, contingent Executor. All references herein to the "Executor" shall mean my originally appointed Executor or my successor Executor, as the case may be. Article Six: Powers of Fiduciaries: ~6.l No fiduciary under this Will shall be required to give bond or other security for the faithful performance of the fiduciary's duties. ~6.2 Any such fiduciary shall have the following powers, in addition to those given bylaw: ~6.2.1 To invest in, accept and retain any real or personal property, including 3 stock of a corporate fiduciary or its holding company, without restriction to legal investments; ~6.2.2 To sell, exchange, partition or lease for any period of time any real or personal property and to give options therefor for cash or credit, with or without security; ~6.2.3 To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; ~6.2.4 To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; ~6.2.5 To engage in litigation and compromise, arbitrate or abandon claims; ~6.2.6 To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributes on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; ~6.2.7 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; ~6.2.8 To allocate, in the Executor's sole and absolute discretion, any portion of my exemption under Section 2631(a) of the Internal Revenue Code to any property as to which I am the transferor, including any property transferred by me during my lifetime as to which I did not make an allocation prior to my death; and ~6.2.9 To disclaim any interest I may have in any estate if the Executor deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof. Article Seven: Provision for Taxes: ~ 7.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar nature payable by reason of my death to any government or subdivision thereof upon or with respect to any property subject to any such tax ("Death Taxes"), and any penalties thereon, shall be paid by the Executor out of the principal of the residual portion of my estate disposed of by Article Three of this Will. 4 Article Eight: Miscellaneous Provisions: 98.1 As used in this Will, the term "Internal Revenue Code" shall mean the Internal Revenue Code of 1986, as amended from time to time, or the corresponding provision of subsequent laws. 98.2 Whenever the Fiduciary is to distribute property to or for the benefit of any beneficiary who is under (a) eighteen years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in the Fiduciary's sole discretion exercised in good faith), the Fiduciary may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by the Fiduciary (including the Fiduciary), under any applicable Uniform Transfers to Minors Act or Uniform Gifts to Minors Act, may distribute such property directly to such beneficiary's estate, or may distribute such property directly to such beneficiary (except if any of the conditions hereinbefore described in (b) apply), without liability on the part of the Fiduciary to see to the application of such property. This provision shall not in any way operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary. 98.3 Except as otherwise may be provided in this Will, until the property is distributed to and received by any beneficiary hereunder, the principal sums thus held for any beneficiary, respectively, and the income thereof shall not be subject to or liable for any contracts, debts, engagements, liabilities or torts of such beneficiary now or hereafter made, contracted, incurred or committed, but shall be absolutely free from the same, and such beneficiary shall have no power to sell, assign or encumber all or any part of the principal sums or such beneficiary's interest therein, respectively, or the income thereof, or to anticipate the income. 98.4 If any beneficiary hereunder should die within thirty (30) days after me or within thirty (30) days after any other person the survival of whom determines his rights hereunder, then such beneficiary shall be deemed to have predeceased me or such other person for all purposes hereunder. IN WITNESS WHEREOF, I, ROBERT L. SMITH, have hereunto set my hand and seal 5 : to this, my last Will, typewritten on seven (7) sheets of paper, including the self-proving attestation clause and signatures of witnesses, this 2.. (", 7.) day of Fe ~ ~ t,( ^ II Y , 2001. AfhJ j '~'1-~ /I) (SEAL) ROBERT L. SMITH Signed, sealed, published and declared by the above named ROBERT L. SMITH as and for his last Will, in the presence of us and each of us, who, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. ~ f, X~;/Ar Residing at II t i '1 /? VV' . 0 T7 ('=" ,'\ c- r (., J 'i' . /" ,1"> ,) C /-4f1.. L Irei:! V /' , / J '7 () I '3 yo-+-? {~/)l~ L. Residing at 38/'"L (/i ,"J,4- "7 fJ )'Z-. I v' c r t.::: C 1-1 ;4 r '~,I' f3,~. /\ ~-/ f/1. ) 7 c ~ c L 8 .t~ ~ Residing at /0 '7 /V ..... ..;r1 J- L{ - J';" (. 11j'1(~ 1/1 L C/ /"'/1 /'70 I , COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND We, ROBERT L. SMITH, the testator, and fl n '1 t3 L (,..t <. ,.... (.= T f :;-(/ /1/11 (3'. J'? 'f 1< I jV,J (. ,/J , and S i3 {;' ;:1-.,..,.:. f;" , 'r r' , the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each 6 ~ ,: subscribing witness in the hearing and sight of the testator signed the Will as a witness and that to the best of his or her knowledge the testator was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Ih L//~ ..~ -I- r) () (. ,I 1;:. (Ill L. ,"i.; c' '1 "--J L-~- l...C ell'? , ~f.tK Witne s ROBERT L. SMITH 9.1.-1- P ~?"'- Witness .//) $~ d~) Witness Subscribed, sworn to and acknowledged before me by ROBERT L. SMITH, the T (I- , the witnesses, this /-l L () ,- me by and day of testator, 11 i\ Y G, LV( <... Ie. <f I . -F IJ c: Il,r/..~ (~, Fre: IJ ~ LA rift '7 and subscribed and sworn to before :,-::. 11- '" G , )q.,... / \ , ,..r -,(, IV , 2001. r-J) ~ '. A.....J ~i/vL4J- Notary Public -i/-;'1;J/i ~ " 0. ~v,,\..(Jvv^- My Commission expires: q Ii g / .:1001../ SEAL NOTARW. SEAL DENISE l DfUMM. NOTARY pUU: HAMPTON TWP.. CUMBERlAND COUNTY MY COMMISSION DPIRES SEPT. Ja. 2004 7 .. . - ....... ADDENDUM TO LAST WILL AND TESTAMENT OF ROBERT L. SMITH I, Robert L. Smith, of Camp Hill, Cumberland County, Pennsylvania, being of sound mind and disposing memory, do hereby make this Addendum to my Last Will and Testament dated February 20,2001: Article Two: Specific Bequests: I hereby wish to remove/delete Paragraph Section 2.2 from this Article Two. All other paragraphs in my Last Will and Testament dated February 20, 2001 shall remain the same. IN WITNESS WHEREOF, I, Robert L. Smith, have hereunto set my hand and seal to the Addendum to Last Will and T~ this ~ . - ary, 2006. (SEAL) Robert L. Smith Signed, sealed, published and declared by the above named Robert L. Smith as and for the Addendum to his Last Will and Testament, in the presence of us and each of us, who, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. K~t S TV .J . LEuMNJ ~~~ A Q€;{ residing at 5{)0 S ~ SPJ!.lN661t~EN s~ CA~Us t..e PA J 70/3 residing at ~\ \2)~ f~Vu ;a. ftu4 fri t7~J7J COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND We, Robert L. Smith, the testator, and Kr I~ 1-'1 J4 L~~n) and C ~/~ ~. A- ~~ , the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sown, do hereby declare to the undersigned authority that the testator signed and executed the instrument as the Addendum to his Last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Addendum to the Last Will as a witness and that to the best of their knowledge the testator was at that time eighteen (18) years of age or older, of sound mind and under no co straint or undue influence. ,I' Witness PharJes A. Pass, C~ Subscribed, sown to and acknowledged before me by Robert L. Smith, the testator, and subscribed and sworn to before me by liT I ~ ty J 1..~h A1(A/!/ and C~ t:u"(-l!S. 1/ I"~~ , the witnesses, this I~ day of January, 2006. )tk<"". . ~ - ~<~-r.? Notary Public My Commission Expires: NOTARlALSEAL SUlan M. McCartney, Notary PubUc Cft)' of Harrisburg, Dauphin County M~ ~..lol expires February 11,2007 ACC:0lItT NO. ACC:CUIT TYPE f:'S. M6~ . .i,',,1;;~ili~ll~ STATEMENT PERIOD PAGE 80113958 "IT SELECT WITH INTEREST JUN.20-JUl.19,2006 1 OF 1 00 0 0611~ NH 017 ROBERT l SMITH 824 LISBURN RD APT 241 CAMP HILL PA 17011-7110 18472 . .JNfEttEtW-eAflNElt..fltttSTATDtCNT PEftHD INTEREST PAID YEAR TO DATE 3.92 0...... ttJOHtAND- P'A1tk 5,514.83 ACCOUNT SUMMARY ~~48 ~CHEEKs43s'll ~57'651 ==:,:1 -=.:~ ::j 3,,768.94 ACCOUNT ACTIVITY I 8SDIMIIC BALANCE CItECK NUllHI 2186 VElIZOH '--"tREe IOARD OF PENSION PENSION us TIEASUIY 303 soc: SEt CfIEa( ....EI 2590 INTEIE$T PAvtIENT SEIVICE CItA_E t's,Sltt.83 l54 .48 1.312..' 70_~ 1.1. (,~ 23 .!!J-.' .5,lt21.07 5,.575.55 6,887.5.5 3,782.55 3.105.0' 0.39 14.00 3.. 768 . 94 selIC BALANCE .3,768.91\ CItECQ 'AID SUfIlMIY 2Sa6 "-26-'6 78.11 2598. 07-86-06 3,105.0' AHNUAL PERCENTAGE YIELD EARNED = 0.18 % WHAT DO YOU IINIT TO DO THIS SUllttEI VACATION? ENJOY FMtILY BABECUE.S IIITM . NEW lIBEl el) CAS CULL? PUMT THE PERFECT OAIIDEN "ITH A .111 GIFT CARD FROIt THE tatE DEPOT (Rl? GET IN SHAPE LISTENINC TO YOUR fAVORITE TUNES ON YOUR HEW APPLE IPOD (I) --? DIrIOVE YOUR UIIE laTH SOlIE lEV TITLEDT PIG Vl (I) COLF BALLS? YOU CAN DO IT ALL! IaMRD YOURSELF! Pol INFOIllATIGN 01 TO APPt. Y FOa YOUR tilT VISA (I) CREDIT CAli IfITH WILD POINTS el) IEtfAIDS TODAY, STOP IY ANY "IT BlANCH" CALL THE TElE..... BMlCDC CENTER AT 1-.00-724-3222, OR VISIT us AT .......1We1'8AII( . ClWIIPEISCMAL/LOAIISNISA . CFtI. LOO8A (1103) )4'l.:,/:~:;/~C')l~{~:X~,:.::~:, '~'*, t .- ,,", "~a:~{~~1c'.:J :~f:;>:::':' " ~"'.,,' ." (, '. m1 ACCOUMT NO. ACCOUNT TYPE "IT SELECT WITH INTEREST STATEMEMTPElIOD 10113958 JUl.20-AUG.1I,201' 00 o 06113M"" 017 61084 ROBERT L SMITH 50 DUBBERS DR ETTERS PA 17319 JNTEREST EARNED FOR STATE"ENT PERIOD INTEREST PAD YEAR TO DATE 3.97 0.04 HI&HLAND PA. ACCOUNT SUMMARY ~~ ~~..>~I 1==, . .... .-. - .... ... . ....... -:-,"",." .. . '.15 -== 3,,768.9tt ACCOUNT ACTIVITY PACE 1 OF 1 =~ I .... .II 17-21-1 aE8lNNIN& BALANCE 17-24- DlTEItEST PAV1tEIIT 7-~-O CLOSEOUT 1.05 3,768.99 EllDIIC IALANCE ANNUAL PEItCENTAeE YIELD EARNED. 0.09 % FOR IlUESTIOHS ABOUT YOUR ACCOUNT CALL l-aOO-12it-2440. DO .,., ..... SCM!ONE WIlD COULD UK ADDITIONAL RETI....... DICOttE1 "ITH III'.S HVBISE MIIl'CAOE. 1IOI81J1ERs. OVER '2 CAN IEtElVE 'AX-'IEE DEGtIE.* - AleS CAN BE USED FOIt Au.sT AllYTIIDI8 AND TIIHE AREND **1'1IL Y LOA" PAYItENT'S. - .... AVAlLAllE IN NEW v..-, PBllSYLVANIA, ItAIYLAII>>, VI_DIU AND WASltDCTON DC. TO FDe OUT ..., CALL 1-"1-296-4113 011 VISn IWeTIEVEISEIIOITCAO.COIt. CGIISl.~' YGUI 'AX ADVtsOIt. It&, IS All EIIUAL HDUSD18 lBeH. $3,768.CJlt 0.00 $0 . 00 . /HB 14 2 07/11/2006 10:04 !VALU 77629017 HB32 ROBERT L SMITH 50 DUBBERS DR 07/11/06 FUNe FRWD 4C1 CASH $1271,058.70 T1-M/V F-CALL I USO/EQ T1-FM/V H-CALL I TOTAL T2-LM/V D-INT I MARGIN T2-SM/V M-INT 1 I OTHER OTH MM/V EQTY % I I DIV/INT OTH CM/V EQUITY I $19,370.09 MMKT $635,529.31 T1 CIA CIA SMA $1271,058.70 T1 M/SEC BIP i $19,370.09CR FOS AVL $1271,058.70 TOT M/V $1290,428.79 TOT VL I QUANTITY DESCRIPTION SYM CRNCY CUSIP VALUE T LOC M 1282L BP PLC SPONS AOR BP usn 055622104 90893.80 1 SEG M 2000L BANK OF AMERICA CORP BAC USO 060505104 98280.00 1 SEG M 2000L BRISTOL MYERS SQUIBB BMY USO 110122108 50760.00 1 SEG M 2325L EATON VANCE INSO MUNI BO ElM USO 27827X101 32619.75 1 SEG M 1000L GENERAL ELECTRIC COMPANY GE USO 369604103 33450.00 1 SEG M 500L NTL RURAL UTLS COOP6.75% NRN USO 637432709 12480.00 1 SEG M 3288L PLUM CREEK TIMBER PCL USD 729251108 117710.40 1 SEG M 950L WACHOVIA CORP NEW WB USD 929903102 51376.00 1 SEG M 50000L BADGR WI TOB6.375 060132 USD 056559AM9 53354.00 1 SEG M 35000L BERKS PA MUN 6.0 110129 USO 084540GHO 37883.65 1 SEG M 10000L BERK PA MUN 5.7 051518 USO 084538EZ6 9919.30 1 SEG M 10000L CHESTER PA 5.375 051527 USO 16557HBT1 10246.40 1 SEG M 0...,...,... 1 '"'~ 1 ... lHB 142 ~VALU 77629017 , FUNe FRWD 07/11/2006 10:05 HB32 ROBERT L SMITH 50 DUBBERS DR 07/11/06 4C1 CASH $1271,058.70 T1-M/V F-CALL USD/EQ TI-FM/V H-CALL TOTAL T2-LM/V D-INT MARGIN T2-SM/V M-INT OTHER OTH MM/V EQTY % DIV/INT OTH CM/V EQUITY $19,370.09 MMKT $635,529.31 T1 CIA CIA SMA $1271,058.70 T1 M/sEC B/P $19,370.09CR FDS AVL $1271,058.70 TOT M/V $1290,428.79 TOT VL QUANTITY DESCRIPTION SYM CRNCY CUSIP VALUE T LOC M 30000L CHESTER PA 5.75 110113 USD 165579CQ4 31377.60 1 SEG M 20000L CHSTR PA HLTH 6.0 110129 USO 165579CP6 20883.20 1 SEG M 25000L DELAWARE PA 5.5 010126 USD 246352AH1 25530.00 1 SEG M 10000L LNCSTR PA 6.6 040119 USD 514045VK6 10008.40 1 SEG M 60000L LEHIGH NO PA4.125 010123 USD 524850DY7 54816.00 1 SEG M 5000L LEBANON PA HSP4.5 111518 USD 522455BE3 4687.95 1 SEG M 50000L LEHIGH PA 5.25 081523 USO 524805Y51 50781.00 1 SEG M 20000L LEHIGH PA 5.25 070132 USO 524805Y36 20417.20 1 SEG M 10000L LEHGH PA GEN 5.5 051515 USO 524805J58 9995.80 1 SEG M 15000L MNTGMERY PA 5.125 060132 USO 613604UR6 15116.70 1 SEG M 25000L MNTG PA IDA 5.35 081527 USO 613609QM1 25422.25 1 SEG M 40000L MNTGMERY PA 7.25 120127 USO 613603PN3 44424.00 1 SEG M 0....,....,... 1 ,.....;: 1 . rB142 07/11/2006 10:05 f- 77629017 HB32 SMITH 50 DUBBERS DR 07/11/06 I VALU ROBERT L I FUNe FRWD 4C1 I CASH $1271,058.70 TI-M/V F-CALI I USO/EQ T1-FM/V H-CALl TOTAL T2-LM/V D-INT I MARGIN T2-SM/V M-INT I 1 I OTHER OTH MM/V EQTY % I I OIV/INT OTH CM/V EQUITY $19,370.09 MMKT $635,529.31 T1 CIA CIA I SMA $1271,058.70 T1 M/SEC B/P I i $19,370.09CR FOS AVL $1271,058.70 TOT M/V $1290,428.79 TOT VI I QUANTITY DESCRIPTION SYM CRNCY CUSIP VALUE T LOC ~ I I i 15000L MONTGOMERY PA5.25 111528 usn 61360PAV2 15063.15 1 SEG ~ i 25000L NRTHMPTN PA 5.25 100130 USD 663507AK7 26069.25 1 SEG ~ ! 40000L NORTHMPTN PA5.625 121519 usn 663549LC5 40141.20 1 SEG ~ 25000L PA ST EFA 4.5 060126 USD 70917RAX3 23463.75 1 SEG ~ lOOOOL PA ST DREXEL 4.0 050119 USO 70917N2U7 9324.80 1 SEG ~ 20000L PA ST 5.5 050134 usn 70917NZT4 20401.40 1 SEG ~ 25000L PA ST HEFA RV 5.0 040119 usn 70917NBJ2 25542.00 1 SEG ~ 50000L PA ST EOL FAC 5.8 041533 USD 70917PDCO 51607.50 1 SEG ~ 10000L PA ST HEFA 5.75 041534 usn 70917POX4 10304.80 1 SEG ~ 30000L PHL PA HOS 6.625 111523 USD 717903RS9 30462.90 1 SBG ~ 35000L PHL PA IDA 5.25 100130 USO 71781QBS6 36049.65 1 SEG ~ 20000L WRMNSTR PA 4.75 030123 usn 934357FC3 20107.40 1 SEG ~ 0...,...,.. 1 ,....f= 1 " . 07/11/2006 10:05 IHB142 L ! VALO 77629017 I FONe LAST END j i ! I HB32 ROBERT L SMITH OF FILE CASH USO/EQ TOTAL MARGIN OTHER OIV/INT $19,370.09 MMKT SMA $19,370.09CR FDS AVL QUANTITY DESCRIPTION 50000L WEST MIFFLI PA5.8 080124 50 DUBBERS DR $1271,058.70 T1-M/V T1-FM/V T2-LM/V T2-SM/V OTH MM/V OTH CM/V $635,529.31 TI CIA $1271,058.70 TI M/SEC $1271,058.70 TOT M/V gYM CRNCY CUSIP USO 954507AK5 $1290,428.79 VALUE 50087.50 07/11/06 4Cl F-CALL H-CALL D-INT M-INT EQTY % EQUITY CIA S/P TOT VL T LOC M 1 SEG M n....~,... 1 ,...4= 1