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Home My WebLink About07-12-07 ~ 15056051047 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisbu ,PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth Suffix Decedent's First Name MI ffi] (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return 4. Limited Estate c;:::) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c;:::) 2. Supplemental Return c;:::) c;:::) c;:::) 4a. Future Interest Compromise (date of death after 12-12-82) c;:::) 6. Decedent Died Testate c;:::) 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) c;:::) 9. Litigation Proceeds Received c;:::) 10. Spousal Poverty Credit (date of death c;:::) 11. Election to tax under S~9113(A) . between 12-31-91 and 1-1-95) (Attach Sch. 0) ~ :;:'" ?i4 o --1 (') CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATI~ULD BE DtBECTED1.~ r? Name Daytime Teleph~ er c:: ;-;.:~ ;-~ o 8. Total Number of Safe Deposit Boxes Correspondent's e-maH address: ~OR N W A. l- ~ ~ US. 1:. 6 M . C (:) M Under penalties of pe~ury, I declare that I have examined this retum, 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 all information of which preparer has any knowledge. SIGNATURE OF PE~O~ R ONSIBLE FOR FILING RETURN DATE (" 2S 10"" ADDRESS - bOqS Co '1" ti S\ S\J(Z..~ Co \1~ N C. ~ 84-'-1 S SIGNATURE OF PREPARER OTHER THAN RlPRESENTATIVE J DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 ....J --.J 15056052048 REV-1500 EX Decedent's Name: RECAPITULATION 1. Real estate (Schede\ 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. Jointly Owned Property (Schedule F) <:::) Separate Billing 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. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total 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 Line 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_ 16. Amount of Line 14 taxable at lineal rate X.O ~ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X. 15 19. TAX DUE . . . . . .. . h. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 19; 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT S0 0" ~~ I ~ .@~ " ~~~J{~ L/!:j 1505b052048 Side 2 Decedent's Social Security Number 15. 16. 17. 18. <:::) 15056052048 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME File Number STREET ADDRESS L I '- L.I A- N /+ . _..------ 4e; 05 ~. FaIl-NWAl,D ---------...-..- -- 712-1 N DL;: /Z-f) ------ -"----------- CITY ----"-----r-;----- ------------ -~--~-------- -"---------- ------- I STATE P 1\ I ZIP i n I 17050 n ~CH~NI(' S 1311R-<- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) \.., ~ 200.80 , ---"~g._~~----- Total Credits ( A + B + C ) (2) S ~ D . C Lf- 3. Interest/Penalty if applicable D. Interest E. Penalty -"~""-----"--"----- Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) A. Enter the interest on the tax due. I 1- 1t,. \ 'P, ~ 'to. __ Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. ~.idr~:a~~~:t:s:~ ~n:~::f ~~::property transferred;.......................................................................................... 0 ~ ~: ~:::~ :h~e~;:i~~:~s:~~~::;:~..~.~.~~~. ~~. ~~~. :.~~:.~~. ~~~.~.~~.~~~~~. .~~. ~~~.i.~.~.~.~.~.;.::::::::: :::::: ::::::: ::::::::: ::::::::::::: B ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [:;r' 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 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, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [;Y 0 IF 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 an'd 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. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(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-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. Asibling 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-1508 EX+ (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY H. t==O~ N w A c..,i) FILE NUMBER ;2.00., - 00"3'2..' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF L . II-'-I.A A.J Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH P N c BA IV J( ( C H-#E.<..J(.I iu (.. It-c.(. 0""' t-.J T) C A M j'} ,.... , i.. t... , P A . 10,IoL.l. ~ TOTAL (Also enter on line 5, Recapitulation) $ 10. l# 2. I . '2 (If more space is needed, insert additional sheets of the same size) ~ 0...- '0 0 .~"lo R,~ L c... \J -u, .,..--" ~,. '.~ ~ 55 3lo.lj~ ~ PNCBANK EST OF LILLIAN H FORNW ALD DECD PAUL R FORNW ALD EXTR AND DAVID C FORNW ALD EXTR 6095 SIXTH ST SURF CITY, NC 28445 April 11, 2007 RE: Checking Account Closing 5140021076 Dear LILLIAN H FORNW ALD, Thank you for choosing PNC Bank to assist you with your financial needs. The account closing requested from the above referenced account(s) was completed on 04/11/2007. A check for the remaining balance is enclosed. We value your business and if we can be of assistance or should you have any questions regarding this request, please contact us at 1-888-PNC-BA.Nl<., Sincerely, Ricky N. Laughlin Assistant Vice President Enclosure( s ) A Member of The PNC Financial Services Group PNC Bank National Financial Service Center 600 Grant St Pittsburgh, PA 15219 www.pncbank.com EFORM 12261 e ~~G ~'-1 q. ',S' ~ 5o~s.G_) - ~ PNCBANK EST OF LILLIAN H FORNW ALD DECD PAUL R FORNW ALD EXTR AND DAVID C FORNW ALD EXTR 6095 SIXTH ST SURF CITY, NC 28445 April II, 2007 RE: Savings Account Closing 5130067142 Dear LILLIAN H FORNW ALD, Thank you for choosing PNC Bank to assist you with your financial needs. The account closing requested from the above referenced account( s) was completed on 04/11/2007. A check for the remaining balance is enclosed. We value your business and if we can be of assistance or should you have any questions regarding this request, please contact us at 1-888.PNC.BM1C Sincerely, Ricky N. Laughlin Assistant Vice President Enclosure(s) A Member of The PNC Financial Services Group PNC Bank National Financial Service Center 600 Grant St Pittsburgh, PA 15219 www.pncbank.com EFORM122618 REV-1510 EX+ (1-97) SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF '- II-L.J AN 14 . ffiaww A l..O FILE NUMBER :2 ()O "7 - 0 0 3 2 c; 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 ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPUCABLEI NUMBER 1. :r. Ie.. A . 2.8.10C.. '51 100 - 2fl,IOfD. ~, - AP c.v 1\ Srl' IfJ to.,.-" IV I". c."IZ. &17 ALL;A~ p>~t.. '1S' (., 'f.., /00 - - ,.., . "Ia. - PA-N yfl.(JI'\ 11M"" S'Z., 0'01'1 100 52., D'C. q - ~. /V~ . 'l S; '1,S. 6 A 1...1-' A t.J~ "IS, '-lIS .'itS 100 - - A LJ-I A+ t..J c '5 Lf;eq f.. 3c. If!)O - S'i.. ~1C.. 3 - PAN Pt2..(;;M nl'\L. . :;1., /all.'i" 100 - , 2.. 16 &f." - . .(. C. , C!) S' IA . '1 'T'12.A-AJS P 1'1- eo lie-, OS'f..1<a /'00 - - TOTAL (Also enter on line 7, Recapitulation) $ 3110.313. 2.S" , 8 CD 2. !.- (If more space is needed, insert additional sheets of the same size) COMBINED REPORT Lillian H Fornwald Printed On: 05/31/2007 Page 1 Reported Values Asset Account Quantity Price Market As Of Lillian H Fornwald Lillian. IRA A. F Washington Mutual 61901950 802.581 35.02 $28,106.39 03/30/2007 $28,106.39 Allianz Ideal Index 75 7407554 117,642.470 1.00 $117,642.47 03/31/2007 $117,642.47 Pan Prem MML Capital Guardian Asset Allo PAN9315750 382.038 14.91 $5,696.45 03/30/2007 Pan Pram MML Capital Guardian Growth-Inc PAN9315750 363.093 15.38 $5,584.90 03/30/2007 Pan Prem MML Amer Century Ine & Growth PAN9315750 1,306.662 15.49 $20.246.28 03/30/2007 Pan Prem MML Opp Bernstein Equity PAN9315750 1,964.589 10.47 $20,563.34 03/3012007 $52,090.97 Sub Total Lillian - IRA $197,839.83 Ulllan - NQ AIlianz Ideal Index 75 7059336 45,415.880 1.00 $45,415.88 03/31/2007 $45,415.88 Allianz Ideal Index 75 8775143 54.896.360 1.00 $54.896.36 03/31/2007 $54,896.36 Pan Prem MML Capital Guardian Asset Alia PAN9317633 88.068 14.91 $1,313.15 03/30/2007 Pan Prem MML Capital Guardian Growth-Jne PAN9317633 83.700 15.38 $1.287.42 03/30/2007 Pan Prem MML Amer Century Ine & Growth P AN9317633 618.526 15.49 $9,583.85 03/30/2007 $12,184.42 Trans FixeGl Account TRC44751650 27,939.010 1.00 $27.939.01 03/30/2007 Trans Opp Strategic Bond TRC44751650 983.702 14.44 $14,207.22 03/30/2007 Trans MML Capital Guardian Asset Allocatio TRC44751650 795.594 15.18 $12,073.46 03/30/2007 Trans MML Capital Guardian Growth-Income TRC44751650 756.143 15.65 $11.837.07 03/30/2007 $66,056.76 Sub Total Lillian - NQ $178,553.42 LillIan H Fomwald $376,393.25 Combined Totals For Lillian H Fornwald $376,393.25 ASBSTGW2 Securities products and services are offered through MML Investors Services. Inc., 100 Corporate Center Dr, Suite 201 Camp Hill, PA 17011 Telephone:(717) 763-7365 This report has been prepared from information obtained from outside sources deemed reliable. However no guarantee is made as to the accuracy. reliability or completeness of the information. You should rely on the statements from the product sponsorsas the official record of your account. REV-1511 EX+ (12-99) _ . . '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF L Il-LI AN H-. FoR-IV wA-L. 0 FILE NUMBER ;loc, - OO-')"Cf Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1. M 'I ~ rz. s f=' \J r.I ~A c.. 1-+0 M , IqO~ n~ S;I-. C ~p /.k.U 617/l '1011 t;;yt:.tF~s c ~"cS : - Ctl:1L1"'tC I cirn Co"'. e-s - ceCLAvQ' Ot>8J 161'(0 - OQ) t'T - ~ ~ , ","OWD4.. c;."'~i) - \....A' A B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 524,~ Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 3. Attorney Fees . 5A'OIS Pf...Ow€12... I CAMP 1~ILL... PA. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant i, l)eO. - 2. Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees REc., ~ -re.~ 0 Fe W . c...L ~ Accountant's Fees 81.00 5. 6. Tax Return Preparer's Fees 7. D~""'f-f ~ OV"n...rIS~" f'J i I ~ ^,,zWS PIt()€:fZ.. 13..., ,4 rrol1..~ G '-1 PLOWL.~ t- ~ 0"" I ~ (,l-wO.::o LDc..A-I- SA loi 5 I~ ~is Blu...) 3lS.~ TOTAL (Also enter on line 9, Recapitulation) $ /1 J f.. ~ (If more space is needed, insert additional sheets of the same size) . REV-1512 EX+ (12-03) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ,-, LL.I A ~ ,..,.. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Fa t2- ~ tuA-l- j) FILE NUMBER ~OO' - 003~tt Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. :1. ~. Lf. s. ,. ,. 5. q. /0. DESCRIPTION V'S; riNG, A-NCDL.ES SE.a.v I'e.&: v"A I~ot-J f)t-tO"IoJ~ 1.), c..:,- VALUE AT DATE OF DEATH ...1 '33. So bq . lo ~ APt P, p, fjA't.JCI A-'- - v, ~~ CA;t.l) 512.(.,1 5&3.0 Q .2..DOfo F€D~L I ~l..OMk 'lAY. Out:; <: OU/J '1"{l."'1 r'\ e;)'\ ODu.J$ (J..(,i" J(l. liil1E')..1T Hollt'; 10 '1.0"7 VA . C I-f A-~E ~ /Vl €b J C ""l... f),'2.. · 13 v R.1l ,(; I<-. D(l.. -2:-LO,.,-O t:p. DIL GrzllvOa."f I DMD Oa. f3 UI2..I~" I '3.QS 57.' fc ,S'.7~ 110. DO I '3/. 00 2838. 'ti TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF LII.-L-IPtN 1+. FoI2.N w tT"-O FILE NUMBER '::l 00 -, - 00 '3 2.~ RELATIONSHIP TO DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] AMOUNT OR SHARE OF ESTATE 1. PA-Ul- (2.. pr,a. ~..., A L. 0 (, 0 , ~ ~..".... ..s T ' SuRF (:t-M IJ' 2-13..,.~ . SON \/3 ;2, D Jt V ,;:> c. f=t:)(l- U c.v A-l.;-1') 1'"f; .s-'-/t'T"E S'J. L~M~'1 AJ~ I I'/'t SOIJ '/3 3. '1"' ftt)M kS J. FbRN ~~c..i) 74-1 ~~ ~... L~o..., rulE, PA SO~ '/3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - 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) SAIDlS SHUFF, FLOWER & LINDSAY ATroRNl::\'S'Ar'LA \V 2109 Market Street Camp Hill, P:\ I I I I 1 I , I I I I I, LILLIAN H. FORNWALD, of Mechanicsburg, CUmberland', County, Pennsylvania, being of sound and disposing mind, memory I and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other I I I LAST WILL AND TESTAMENT OF LILLIAN H. FORNWALD Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. SECOND I bequeath certain items of tangible personal property in accordance with a written list made by me during my lifetime_ In the absence of a list or designation on said 1 ist, then I dil-ect my Executor hereinafter named to dist}:"ibute 7"(\Y ::.angible personal property among my children as he, In his sole discretion, determines to be appropriate. THIRD I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate in three equal shares to be distributed as follows: 1 1eI/) #c? A. One said share shall be distributed to Paul R. Fornwald, or his issue, per stirpes. One said share shall be distributed to David C'I Fornwald, or his issue, per stirpes. B. C. One said share shall be paid unto the Trustee hereinafter named IN TRUST, nevertheless, for the benef it of my son, Thomas J. Fornwald, and under and subject to the provisions hereinafter stated. 1. My Trustee shall invest and reinvest the principal of the trust and after the payment of all necessary costs and expenses, including the reasonable compensation of the Trustee, shall pay monthly the net lncorne, or the sum of Eight Hundred Dollars ($800.00), whichever is greater, to my son, Thomas J. Fornwald. In making the payments to my son, my Trustee is directed to take into account all other available sources for his support, including entitlement to federal and state public assistance payments. In the event my Trustee determines that it is not advisable to make the monthly payments as directed for his support, my Trustee shall have the discretion, but not the duty, to pay the net income only to or for the benefit of my said son's children. Upon the death of my son, Thomas J. Fornwald, or should he predecease me, the Trust shall terminate and the balance then remaining, including principal and undistributed income, shall be divided among his issue, per stirpes. SAIIJIS SHUFF, FLOWER & LINDSAY TrrORNE\'5'A I'LA II 2101) ;l,lJrket Stregt CJmp Hili, PA 2. If any income or principal of the trust created herein is payable to a person under the age of 211 it shall be retained by my Trustee in a separate trust for that beneficiary and thereafter as much of the income and principal of that trust as my Trustee may from time to time think desirable for the beneficiary either shall be paid to him or her or shall be applied for his or her benefit. 3. Any income not so distributed shall be added to principal. 4. When the minor attains 21 years then remalnlng principal shall be paid to him 2 of age, or her, :] jI cf/!, the or, if the beneficiary dies before that time, the then remaining principal shall be paid to his or her estate. FOURTH I authorize my Executor and my Trustee: A. To retain and to invest in all forms of real and personal property, without being confined to investments authorized by a statutory list, without being required to diversify and regardless of any principle of law limiting delegation of investment responsibility by executors or trustees; B. To compromise claims and to abandon any property which, In my Executor I S or my Trustee I s opinion, lS of little or no value; C. to lease property, To sell at public or priva~e sale, to exchange or for any period of time, any real or personal and to give options for sales or leases; D. To join in any merger, reorganization, voting- trust plan or other concerted action of security holders} and to delegate discretionary duties with respect thereto; E. To borrow from anyone} even if the lender is an executor or trustee hereunder, and to pledge property as security for repaYment of the funds borrowed; F. To make loans to, and to buy property from, my Executor or administrator; SAlOIS SHUFF, FLOWER & LINDSAY G. To employ and to rely upon advic6 given by investment counsel, to delegate discretionary authority to make changes in investments to investment counsel, and to pay investment counsel reasonable compensation in addition to any fees otherwise payable to my Executor and my Trustee; :\ITOKNt1s',n'LA tV H. To employ a custodian, to hold property unregistered or in the name of a nominee (including the nominee of any institution employed as custodian), and to pay reasonable compensation to the custodian in addition to any fees otherwise payable to my Executor and my Trustee; 2109 Mnrkci Street Camp Hill, 1'/\ I. combined To hold two or fund (allocating 3 more trusts ratably to hereunder as a such !-1ust~. all ~Y/I ,~ SAIDIS SHUFF, FLOWER & LINDSAY A1TORNHS'AT'LA\\, 2109 Murkel Street Cump Hill. PA receipts from, and expenses of, the combined fund) for convenience in investment and administrationj provided that any combination of trusts for this purpose shall not alter their status as separate trusts; and J. To distribute in cash or in kind. These authorities shall extend to all property at any time held by my Executor or my Trustee and shall continue in full force until the actual distribution of all such property, except as otherwise specifically stated. All powers, authorities, and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without court authorization. FIFTH I direct that Paul R. Fornwald shall be Trustee of any trusts created herein; provided that my son, Paul R. Fornwald shall have the right during the continuance of the trust to select Orrstown Bank or another institution or person as Trustee or CO-Trusteel if, in his sole opinion, it is advisable to do so. SIXTH I do hereby nominate, constitute and appoint my sons, Paul R. Fornwald and David C. Fornwald, to act as Executors of my estate. SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be 4 Sl!~ SAlOIS SHUFF, FLOWER & LINDSAY ATTORNEYS'AT'LI\\" 2109 MJrkel Slreel Camp Hill, PA required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, LILLIAN H. FORNWALD, have hereunto set my hand and seal to this my Last Will and Testament, consisting of six (6) typewritten pages, the first four (4) of which bear my initials in the margin for identification, this ~ day of December, 2004. .~~ / 1-~J~l"vt('~ LILLIAN H. FO~~ALD Signed, sealed, published and declared by the above-named LILLIAN H. FORNWALD, Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. ;rtJt<<av1 ADDRESS 2Mll1 r ~(i .~.~. C~J ' 'ilL fA-(roff , "\ 1 ~~-t CA.; t/?1UJ \., n / ~SJ~ I 1/ , ",' ADDRESS 5 SAlOIS ;HUFF, FLOWER & LINDSAY :\ITORNE\'S'AT'L\W 2] 09 Markel Street Camp Hill, PA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, LILLIAN H. FORNWALD, and J t: A J1 .E, ,5-;' k;.:J, the Testatrix and witnesses, respecti vely whose names are signed to the foregoing or attached instrument, I being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or und~e,i,~.~..u~n. ceo .> -'. ~ ~~ ~.- "--' . .......?'Z h ~" LtU~ 'I r~ ...... 1-' LILLI H~~.~..F.O WALD L .-:-'t, , " itness Subscribed, sworn to and H. FORNWALD, the Testatrix, affirmed to before me by December, 2004, acknowledged before and subscribed to the witness~, this ," .//,. /_,- me by LILLIAN and sworn or C:J!J,r,} day of --"'....-- 6 . ~ ~ ~ <I: . r- c:::r Jo tii ~ 0 __CD OC)c'fl .~ If) o.......~...cn~ .v /c"cr:.~O --~ ell -~ :z~ ..---.0 . ...J ~ "g"70 ~ ...J ..., ~ ~ - ~. \It w~.., ~ ~~..,~ V ~ ~., 'l~ ~) ~ .~ ~i.9 ,f' .~~ 3 ~~ ~11). ~ J , ("l o r- - o o o o .~ 3 ~ .",1 ;! ,I " . dO \f) r- (p t'\ to , rf\ - o r - <! ~ ... u V -"V lid'" "(" \ U I'" 18r19~slt~i~dt~8 .JU >18318 OS :21 Wd I 1 lnr toOl '.,::' i :t:"~( U'" lC" '....... ",>,,, " U].. o!" )~H ~ '11 'n 0- - .-.,! .JIJ JjU Ji"jUrv" ..A.JO'J~)jtJ l~"."..r-" It,.......,.....