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Home My WebLink About11-08-07 Rt;V.1737-A EX (~) FILE llilS RETURN WITH: COMMONWEALlli OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 2mJ1 HARRISBURG, PA 17128-0001 DECEDENrS NAME (lAST, FIRST, AND MIDDLE INITIAL) Estate of Geor e E. Thurner Jr. DATE OF DEAlli (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 08/05/2006 NOVEMBER 10 1929 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) JAYNE W. THURNER ~ ~ z w c w o w c ~ lI:SI/) oa:lI: wLO :r~g OLlD a: [Xl 1. Origir1ll Return o 4. Umited Estate D 6. Decedent Died Testate (Al1IcI1 COfl'I 01 WI) o 9. Litigation Proceeds Received (X (); (1, OFFICIAL USE ONLY REV-1737-A INHERITANCE TAX RETURN NONRESIDENT DECEDENT FILE NUMBER L L -<2- L 11- 11-..4......L..2.- COl.MY CODE ytAR NWBER SOCIAL SECURITY NUMBER 278-28-5724 SOCIAL SECURITY NUMBER o 2. SupplementaJ Retum D 41. Fl.ture Irterest Compromise (cIItI 01_ IlIIt 12.12-32) o 7. Decedent Maintained a Uving Trust (Atllch copy 01 TI\8I) o 10. Spousal Poverty Credit (dati 01_ _11112-31.91 11111.1.") o 3. Remainder Return (data 01 dlath pr'ot to 12-13-32) f1U 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election III tax under Sec. 9113(A) (Al1Ich S<:h 0) ... ifi ~ STEPHANIE E. SANDERSON-BRAEM ES 2 FIRM NAME (II Applcallle) I/) ~ STRADLEU RONON STEVENS & YOUNG :!i TElEPHONE NUMBER o FiK. : ~. <J .~>'_.".'.:.;.~.. ... ':iIlI'" COMPLETE MALlNG ADDRESS 2600 ONE COMMERCE SQUARE PHILADELPHIA, PA 19103-7098 215 564-8107 REFER TO METHOD OF COMPUTATION IN THE NONRESIDENT DECEDENT INSTRUCTION BOOKLET (REV-1736) METHOD Check One: [XI Flat Rate 0 Proportionate (Complete Worksheet on Reverse Side) W a::Z WO :::I:t=; ~~ O:J Wa.. ::I::::E 00 :::1:0 o ~~ ~~ 1. Real Estate (Schedule A) 2. Stocks and Bords (Schedule B) 3. Closely Held Corporation, Partnerstip or Sole-Proprietorship (Schedule C) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposi1s & Miscellaneous Personal Properly (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous NoM'robale Property (Schedule G or L) 8. Total Gross Asset. (total Lines 1 . 7) 9. Fnral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Uabil~ies, & Uens (Schedule Q 11. Total Deductions (loIaI Unes 9& 10) Z o fi ...J :J ~ a:: ~ o W a:: ~ ' 15. Amount 01 Una 14 taxable at the spousal tax rate, or transfer under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due - Male check payable to Commonwealth 01 PA (1) (2) (3) 6,990,000.00 OFFICIAL USE ONLY ~: ) (4) (5) (6) (7) (8) 6,990,000.00 (9) (10) (11) (12) (13) 0.00 6,990,000.00 'W l!S (14) m, .'.iBEl 6,990,000.00 N- -~6~' ',t~~~~~}~\I~f:?~~~~~~?/:;;~~~~~;j; 6,990,000. 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Ii ~ N <: '* ;ij 0 2' l:I ~ 8 l5 8 ~ Ii t::. 0 t ~.;'.:ln U! nll~ Ii :'fi~ iil il~ I: !li ~~ &5}-~ ~~~ ~~ ~~~ ~o i!!jrl j ~ It en . ,. ~1737-1 EX+IMG) .. CMIOI\.'IfI1!ALlH OF PENNlIVUMIA DeF!llrmetr c.lEII!I<<JE DEPT. ..-n 11Am...... A\ 1n.., 110.""'" DlClDIIIT ....DAYII 01 DOM.au Thla dldIIYIt must be complat8d IIIUI awam to by . pIII1IDII ...... ........ k......... of..... --I ...,.,.., .., allUlYlvlng .po.... or IDIRIIMIr of the .decedent". fllmoy. .. elOIcIdInI Ole, '" 0IIIh George E. Thurner l Jr. 08fos/2006 IJIgII AddIIIIId lime d DellI: ........ ShIl.w. ~ _ ZIp Q8 323 Neptunes B;~ht HaDles FL 34103 Th. following InIonnaIIon .............. In support of the sIIlk........ III. -.lion Individual... not daInIcIIlId I~DI~ of ~....... of death. t. ....II1II ......... If.. 'n IIlu....... ....... IIIlI ..... "..... '''''1 fInIIy: "'n ............ tD"""'" See Attached "'MhIa ~ SIIII ~CQde NImI andflllllntip1D ...... SInIII....... ~ SIIae Z1p~ NInII", ,....Mil '" ....... .......... ~ 2. DId .. ........ "'" "In ......,....1 I ~ dlIIAa wtlIII pedods? S. DId lie.............,. "In r...-~ ........ ....... Pfl!I*IinI.... , [J v.. JI{ No If )111, clvrlng whitt pirbII and II'" ? [] v. SIaIe _No Z1pCclde 4. =--.:.~~:=o:,=::'.~=I:'rwC~~:====~.....cIecledln""" ill a hoIlII r1t the home of IIIaIveI or.frIIndI. Decedent owned and resided .in hh home located at 323 Neptunes Bight. Naples, FL 34103 5. ..... ................. __ ......,............, 1f)lll.IIt N _1IIiI*- ~.~IJ. tI Y. )(No .. DId............ wII? .. Y. [J No If)lll. ..... !he llDIIIt wIIIch tdmIIIad 1M wi .. pftlbiata, the daII""", and III8c:b 8 C!llIIY, lncludlllfl allXIIIIdII, II1II 8 cdk:aIII CJf -...:e of Iattan ......... Decedent!s original Will was admitted to the Collier County Probate Court in Naples, Fl 7. 1f"'~cId_"""''''.''lll'''''If'''''''''''''lppalnlld7 [J V. [J No If)lll. ..... .. CIIlIt wtictl...... tilt ""li*.. tilt ... of ~"'1Ild IIIIII:h . .... d.. .... d ... ri admlilIIIi8tion. n/a .. At..,.. ~ tile lilt tIva ,... did till dIlCIdInt....... . WIl, I aIdIcI, truIIlrIcIentn, dllll.1IIIIIIIIII. .... or any oller document In which ... dIcIdInt _lIIIatbId......... If .....p..bcl~,., C V. ~]g No If,.s. dIIcrIbe 8lidl dlxunenl ~ NONUII.11ft ..eI....,. AII...AYn O' DOMIClU (contInUfld) ... 2 .. HId""",,,,,.,,. II-. or on........ .......,..., 1IIIIiI;.....,. ar _. I \...-y duIIng III lilt fM,...1 If yeI, ...... When _1.PIId? XI Y. [J No N~.ples, Florida 11. To WhIt ......... ..... file. InlIInIII __ .... lid lie dIcedInt .... .... ..... ... T. _... ..... thI '-It tIw ,.. ,...... .....7 1 t. 14. tit time fII..... till.. ......... _1116~ ar ...,. ... ............ .....,. .... ,......... or...... ...... pnlpIItJ ......In P'I....4l,L...., . UI v. D 110 If ~ McrlblIII pltlpIrty . dIIIl Decedent owned a: bunding located .at 1627 Ritner Highway, Carlisle, PA 12. =~'::::""-=-=~=:-.::r.:=. ~.1 III of.. ~ firm. craxpolllQll wilh wIIICh Ihe declIlW hid IIIdl fJuIlRMs 1lIIIIIIlIIII. ( iIr""'" .....In t5 ) Investments 11 ... II .. ........... VIIut fit. ................ .............. ....... flllIIt pnlpIItr ... ...... JlI'OIIertr IOc:atIII DIMIt fII~I"" 14. M...... 01'" ............ or opIriIt. au.."" If.... . IIIIich ... _ll&a/IM..d? IJ Y. [J No 1S. At....... ct...... _ tbI dIcIdIIIt a..... fila cII1nII or., ................ ? [] 1)'11, yinMde'" ,..Iild ..... rI.. dud! at... aItIII'~ v. [J No 1l ..... tltlUlllll or.................. pI'apII1f In ~ Investment 17. ......1111... ........on JI8 ............ In __ fII..-h..L. ...thlldlNduII_ not ....1... In ,...,.... an..... fII..... If lIIOI8 ....11..... ......... ...... Of__ ...... 01 pIlIUII............ a.tAlWllli\ PrY1\) e.. ., H Of4J~ 929 Birney lane r[II[~l~~ ....... Survlvlng Spouse SIIIe OH Z/pCodl 45230 a, Cincinnati Under penaItIe8 of perJ~ry. I dIIcIue a..t ...... on my ....... kn~ of'" .,ecedllfll, the InfGrmIItIOn pnwIded on thI8 form .. true, c:onwot .nd comp..... -:;):;::.- ,.. W~ J~ /~-/tI-1J7 . Name Relationship Address City State QQ Jayne Thurner Surviving Spouse 929 Birney Lane Cincinnati OH 45230 Christine Byrnes Daughter 2235 Eastern Ave #403 Cincinnati OH 45202 Tammy Fisher Daughter 313 Oxford Ave Terrace Park OH 45174 Amy Guest Daughter 1076 Asbury Road Cincinnati OH 45255 Michele Hughes Daughter 7290 Deaconsbench Ct Cincinnati OH 45244 Sandy Koehler Daughter 710 Floral Ave Terrace Park OH 45174 Kim O'Brien Daughter 882 Quailwoods Dr Loveland OH 45140 Melissa Remke Daughter 8436 Marsh Creek Woodbury MN 55125 Laurie Ritze Daughter 7583 Ayers Road Cincinnati OH 45255 Gerage E. Thurner, III Son 3041 Observatory Ave Cincinnati OH 45208 STATE OF FLORIDA COUNTY OF COLLIER I, Dwight E. Brock, Clerk of the Circuit Court in and for the Twentieth Judicial Circuit, Collier County, Florida do hereby certify that the foregoing is a true and correct copy ofthe document (s) on file in this office. WITNESS my hand and official seal this ,2007. STATE OF FLORIDA COUNTY OF COLLIER I, Hugh D. Hayes, Judge of the Circuit Court of the Twentieth Judicial Circuit, Collier County, Florida do hereby certify that the attestation and instrument in writing are in due form of law, and that the said DWIGHT E BROCK is and at the time of the making of said certificate and attestation was the Clerk of said Circuit Court of Collier County, State of Florida, and the legal custodian of the papers, documents, records and seal pertaining to said court, and is, and at the same time was, the proper officer to make such attestation and certificate atld that his signature thereto is genuine. IN TESTIMONY WHEREOF, I have hereunto subscribed my name and caused to be affixed the seal of said Court, in Naples, Florida, this / ? t1f14(~~ , 2007. ~ f).f;1tA/ JUDGE GH D. S CIRCUIT COURT JUDGE ST ATE OF FLORIDA COUNTY OF COLLIER I, Dwight E. Brock, Clerk of the Circuit Court of the Twentieth Judicial Circuit of Florida, Collier County, State of Florida, do hereby certify that Hugh D. Hayes, whose signature appears on the foregoing certificate is and was at the time of signing said certificate, the Judge of said court, duly commissioned and qualified, in accordance with the laws ofthe State of Florida. IN TESTIMONY WHEREOF, I have hereunto subscribed my namtfr ca~sed to be affixed the seal of said Court at the County Courthouse, in_Naples, Florida, this I b r ~ , 2007 IN THE CIRCUIT COURT FOR COLLIER COUNTY, FLORIDA PROBATE DIVISION IN RE: ESTATE OF File No.: (j7-/~1-(-fJ GEORGE E. THURNER, JR. Division: Deceased. ('~ a t;D ....~ r- c-s~ ~~ :!! r 1 ):-'1 Fn.~ I ~ I C -. N :.~"" Z~ N ,,' WHEREAS, George E. Thurner, Jr., a resident of Collier County, Fl . "'0 ied on T1 O ~ 0 ;II :z August 5,2006, owning assets in the State of Florida, and ; ~ ~. U) '~ C ,.. :-J WHEREAS, Jayne W. Thurner has been appointed personal representati~~ffi<ffie ~ate ~CD of the decedent and has performed all acts prerequisite to issuance of Letters of A~inistration LETTERS OF ADMINISTRATION (single personal representative) TO ALL WHOM IT MAY CONCERN in the estate, NOW, THEREFORE, I, the undersigned circuit judge, declare Jayne W. Thurner duly qualified under the laws of the State of Florida to act as personal representative of the estate of George E. Thurner, Jr., deceased, with full power to administer the estate according to law; to ask, demand, sue for, recover and receive the property of the decedent; to pay the debts of the decedent as far as the assets of the estate will permit and the law directs; and to make distribution of the estate according to law. ORDERED on 0/~ J II '27fo~ 'lfr' .~;~~~~~~l::t~:~~-"".'.".i;':""';~:';S:~~~/""" fr' BodO oed I " . ::" Il,,~cel~'~ ~ JO~~~Oll '-: ~rY1. p~ .n.c. VJ. ~ ,...t Circuit Judge --r 1 Printed by Collier County Probate Division on Apr 13,2007 at 11:10 - ---.-/ ---/ --'- O?-/S/-c/J LAST WILL AND TESTAMENT OF GEORGE E. THURNER, JR. C:J -< I !V\ V i> It 0 "J -~ I- '.._- 'I !"'J'! ::-J ':J - '1 :-.......-: ::..: .-J --.. - ~ '- -' .-... : -, : c/) ,~ ~ (...:J r- -' KATZ, TELLER, BRANT & HILD A Legal Professional Association 2400 Chemed Center 255 East Fifth Street Cincinnati. Ohio 45202-4787 e e LAST WILL AND TESTAMENT of GEORGE E. THURNER, JR. I, GEORGE E. THURNER, JR., a resident of Naples, Florida, declare this to be my last will and testament, hereby revoking any and all other wills and codicils previously made, as follows: ARTICLE I PAYMENT OF DEBTS AND EXPENSES I direct my personal representative to pay all my enforceable debts and funeral expenses as they become due. ARTICLE II DISTRIBUTION OF TANGIBLE PERSONAL PROPERTY I give to my wife, JAYNE W. THURNER, provided she survives me for a period of thirty (30) days, all chattel property such as household goods and furniture, jewelry, books, pictures, silverware and other articles of domestic or personal use or ornament and any automobiles which I may own at the time of my death. If my wife should not survive me, my chattel property and automobiles shall go to my children who survive me for a period of thirty (30) days, to be divided among them by themselves or otherwise disposed of as they see fit. If such children shall not have agreed as to the division of the chattel property within three (3) months after the appointment of my personal representative, then the same shall be divided by my personal representative among my children in as nearly equal shares as practicable, as my personal representative in my personal representative's sole discretion may determine. The expense of delivering the above chattel property to any beneficiary or beneficiaries shall be borne by my estate. ~pt~ I. . 1f. ~), ~ ./ GEORGE E. THURNER, JR. - 1 - ~-"I-'_.--_. -------. -----------. >-- -- ---- Last Will and Testament O"ORGE E. THURNER, JR. . ARTICLE III DISTRIBUTION OF ALL OTHER PROPERTY TO TRUST All the rest, residue and remainder of my estate, both reid and personal, wherever situate and of whatever nature, kind and description that I may own at my death, including legacies and devises, if any, which may lapse or fail for any reason, but expressly excluding any property over which I may now or hereafter have the power of appointment given me by any person which may be exercised by my will, I give, devise and bequeath, and direct my personal representative to transfer to JAYNE W. THURNER, of Cincinnati, Ohio, or her successor, as successor Trustee under an agreement of trust executed prior to this will on December 28, 2005, between me, as Grantor and original Trustee (the "Trust"), to be added to the property then held in trust by such Trustee, and to be administered by such Trustee upon the terms set forth in such agreement as it exists at the date of my death. The receipt of the Trustee shall be a full acquittance and discharge to my personal representative hereunder for the property so paid over. ARTICLE IV PERSONAL REPRESENTATIVE I name my wife, JAYNE W. THURNER, as my personal representative. Should such personal representative for any reason be unable to serve, then I name my daughter, ROBIN HUGHES, and my son, GEORGE E. THURNER, III, as such personal representatives. Should either of ROBIN HUGHES or GEORGE E. THURNER, III for any reason be unable to serve, then I name the other as sole personal representative. Should both ROBIN HUGHES and GEORGE E. THURNER, III for any reason be unable to serve, then I name and request the Court having jurisdiction of my estate to appoint as personal representative of my estate any person, firm or corporation designated by such personal representative in a written instrument executed by her and filed in such Court within sixty (60) days after the date of my death or of her declining or ceasing to act, as the case may be. No personal representative serving hereunder shall be required to give bond or other security for the performance of the personal representative's duties. All of the discretion, powers and authority herein granted to my personal representative shall be exercised by the personal representatiye then acting. ~~r GEORG E. TH RNER; -"JR. - 2 - Last Will and Testament OAORGE E THURNER, JR. e ARTICLE V POWERS OF PERSONAL REPRESENTATIVE My personal representative shall have all of the powers which are now or may hereafter be conferred by law upon personal representatives and, in addition, my personal representative shall have full power and authority: (a) To hold and control all of the property in my estate, to collect all income thereof and to pay all taxes, expenses, and liabilities incurred in connection with the administration and management of my estate. (b) To purchase, sell and exchange such stocks (including by way of example only the stock of any corporate personal representative hereunder, the personal representative's parent or affiliate (hereinafter referred to as "Personal representative's Stock")), bonds or other investments or property, real or personal, including participation in any Common Trust Fund established and maintained by my personal representative for the collective investment of fiduciary funds, all without reference to the laws of any state, court order, or the rules of any court governing the investments of personal representatives; except, however, that any investment in Personal representative's Stock shall be made only upon the direction of my spouse, or if my spouse is unable to act for any reason, then by the direction of a majority of the adult beneficiaries of the Trust then entitled to receive or who in the trustee's discretion may then receive income thereunder. Any sale or other disposition of any property may be for cash or upon such terms of credit or otherwise as my personal representative may deem advisable. (c) To hold any of the property received by my personal representative hereunder in the same form of investment as that in which it shall have been received, without liability for loss or depreciation resulting from such retention, although it may not be of the character of investment permitted by law to personal representatives and although it represents a large percentage of the total property of my estate. (d) To borrow from any person, firm or corporation, or f~om the banking department of any corporate personal representative serving hereunder, upon such terms and conditions as my personal representative deems advisable for carrying out the purposes hereunder; to give notes therefor, with or without power of attorney to co~ ~ the GEORGE E. THURNER, JR. -3- Last Will and Testament O"ORGE E. THURNER, JR. e (i) 0) (e) payment of such loans by a pledge or mortgage of any or all of the property in my estate. To hold or transfer any of the securities or other property in my estate in the name of my personal representative in or to bearer form or in the name of a nominee without disclosing any fiduciary relationship, but such registration shall neither increase nor decrease the liability of my personal representative. To convey, with or without warranty, lease perpetually, or for a term of years, irrespective of the period of the administration of my estate, with or without privilege of purchase, transfer or exchange any property held in my estate at any time at such prices and upon such terms and conditions and in such manner as my personal representative deems advisable. (f) (g) To accumulate and retain cash in my estate and keep the same uninvested for such length of time as my personal representative may deem advisable and to invest in and retain non-income producing securities or property and wasting assets in my estate. (h) To exercise all rights with respect to any stocks, bonds or other securities or property, real or personal, held hereunder, and all persons, firms and corporations are authorized to deal with my personal representative in connection with such piOperty as if my personal iepresentative were the sole owner thereof. Provided, however, that shares of Personal representative's Stock shall be voted by any corporate personal representative with respect to the election of my personal representative's directors or the directors of my personal representative's parent or affiliate, or proxies given to others for such purpose, only if and as directed in writing by my spouse or if my spouse should be unable to act for any reason, then by the written direction of a majority of the adult beneficiaries of the Trust then entitled to or who may receive income thereunder. To employ or consult with agents, advisors and legal counsel, other than the regular employees of any corporate personal representative in connection with my personal representative's duties hereunder, and to determine and pay such persons, firms or corporations the reasonable value of their services. To compromise and adjust any and all claims in favor of or against my estate and in case of any litigation involving my estate, to arbitrate, settle or adjust any matters in controversy. G~:~~~ -4- Last Will and Testament O'EORGE E. THURNER, JR. e (k) To make, execute and deliver all contracts, deeds, assignments, proxies, powers and other instruments, and to do in general any and all things for the preservation and management of my estate. (I) To pay premiums on all insurance policies owned by my estate on the life of anyone other than me. (m) To distribute income or principal of my estate in cash or in kind, including non-pro rata distributions in kind. To value any securities, investments or other property in my estate for the purpose of making distribution thereof, and any value so placed on any property by my personal representative shall be binding upon all persons. (n) To participate in the conduct of any business in which my estate holds stock, delegate to others discretionary power to take any actions with respect to its management and affairs, including becoming a party to a voting trust agreement and an agreement of which my personal representative is the voting trustee or one of them, and invest additional capital in, subscribe to additional stock or securities of, or lend money or credit with or without security to such business. My personal representative may also carry on and conduct any business interest held in my estate, whether partnership or proprietorship, with complete discretion to take any action with respect to the management or affairs of such business and to participate in any incorporation, reorganization or liquidation thereof and may invest additional capital in arid lend money or credit with or without security to such business. My personal representative may rely upon the reports of accountants as to the operation and financial condition of any such business, corporation or otherwise, without individual investigation. My personal representative shall be relieved of any duty to file monthly reports or seek any authorization or approval of the Probate Court and the provisions of this paragraph shall supersede the provisions of applicable state law to the extent that the same may be in conflict with the provisions hereof. (0) To buy, sell and deal in options as writer of call options against securities, stocks, convertible preferred stock, convertible bonds and warrants whether or not they are owned by my estate, Le., covered or uncovered options, to repurchase written call options in a closing transaction, to deliver the securities for cash if the option is exercised, to buy "put" options for securities, stock, convertible preferred stock, convertible bonds and warrants. whether or not they are owned by my este. i~ GEORGE E. THURNER, JR. -5- Last Will and Testament OAORGE E. THURNER, JR. . uncovered options, to resell "put" options in a closing transaction and to receive the securities for cash if the option is exercised. (p) With respect to any partnership in which I may have an interest at the time of my death, I hereby dispense with an inventory and app.raisement of the partnership assets by any surviving partner or partners pursuant to the applicable provisions of state law, and the provisions of any partnership agreement to which I am a party shall, to the extent permitted by law, supersede the provisions of applicable state law to the extent that the same may be in conflict with the provisions of any such agreement. (q) To exercise any right or rights I may have to disclaim as a disclaimant under Internal Revenue Code Section 2518 or any law of similar import thus granting to my personal representative all authority to disclaim that I would have if I were alive. In deciding whether to exercise any such right, my personal representative shall consider the estimated income and/or estate and/or inheritance tax (federal, state and local) payable by reason of such exercise or non-exercise upon my death or as of any other prior or later time by an estate, a trust or any beneficiary of mine or of any member of my family and shall further consider any other factors that it deems relevant as they exist at the time the personal representative makes such decision. My personal representative shall have no liability to any beneficiary of my estate or the Trust for whatever decision is made with respect to such disclaimer. Each and all of the foregoing may be done without court order or other legal formality. ARTICLE VI INTERPRETATION OF TERMS Words in the singular in this will may be interpreted as plural and vice versa and words in the masculine may be interpreted as feminine or neuter and vice versa, all as the sense may require. ~ l-(~ GEORGE . THURNER, JR. -6- Last Will and Testament O.ORGE E THURNER, JR. . ARTICLE VII DEFINITION OF CHILDREN AND ISSUE I intentionally make no provision other than as herein provided for any of my children or issue now living or hereafter born. Wherever the word "child" or "children" is used herein, it shall mean lawful child or children and shall include lawfully adopted child or children of mine, and wherever the word "issue" is used it shall mean lawful lineal descendants and also shall include persons lawfully adopted as well as those of the blood. The words "lawfully adopted" as used herein shall only include those persons adopted prior to their eighteenth birthday. ARTICLE VIII PAYMENT OF ESTATE TAXES I direct my personal representative to pay from and charge to the principal of my residuary estate, or from funds available to my personal representative under the provisions of the Trust as it exists at the time of my death, all estate, inheritance and succession taxes ("Taxes") levied or assessed against my personal representative or my estate or any beneficiary (except any tax which is imposed by Section 2601 of the Internal Revenue Code or any amendment or successor provisions thereto) even though any Taxes may be assessed in whole or in part with respect to property, including proceeds of life insurance, which does not come into the possession of my personal representative, and I hereby waive on behalf of my estate any right to recover, and direct my personal representative not to recover any part of the Taxes so paid from any beneficiary under this will or from any other person receiving any property which is included in my gross estate. Notwithstanding the foregoing, if any portion of the residue of my estate or Trust is allowable as a deduction for estate tax purposes, the Taxes shall be reapportioned to the extent possible to the portion of the residue that is not so allowable. The provisions of the preceding paragraph shall not apply to the following Items: 1 . Proceeds of life insurance payable to beneficiaries other than the Trust, my spouse or my estate; ~~-~ GEORGE E. THURNER, JR. -7- Last Will and Testament O.ORGE E. THURNER, JR. . 2. Proceeds of qualified plans and other proceeds' as described in ARTICLE IX, paragraph 12 of the Trust, payable to beneficiaries other than the Trust, my spouse or my estate; 3. Property over which I have a power of appointment which does not pass to my spouse. 4. Property in which I hold a qualifying income interest for life includable in my gross estate pursuant to Section 2044 of the I.ntemal Revenue Code. 5. Joint and survivorship property which does not pass to my spouse and any other property includable in my gross estate payable on my death to anyone other than my spouse or the Trust. With respect to Items 1, 2, 3, 4 and 5, I direct my personal representative to recover at or before the time for payment of the Taxes from the beneficiary(ies) of such items the Taxes levied or assessed against my personal representative or my estate on account of the inclusion of those items in my gross estate. Adjustments shall thereafter be made if the Taxes are changed by amendment or audit. In determining the amount of the Taxes to be recovered, my personal representative shall first calculate the Taxes payable without the inclusion of such items, and next shall calculate the Taxes with the inclusion of such Items. The additional Taxes payable by reason of including Items 1,2, 3, 4 and 5 shaii be prorated among the beneficiaries of such items. In the event there is includable in my adjusted gross estate for federal estate tax purposes any "qualified terminable interest property" as defined in Internal Revenue Code Section 2056(b )(7), my personal representative shall have the sole and absolute discretion to determine whether or not to make the election under Section 2056(b)(7)(B)(v) of the Internal Revenue Code to qualify all or any part of such property for the marital deduction. In making such determination, the personal representative shall consider any income, estate and inheritance taxes (federal, state and local) resulting from my death and payable by my estate, the Trust, and the beneficiaries of either my estate or the Trust and also all such taxes estimated to be payable upon the subsequent death of my spouse. My personal representative shall further consider any other factors that such personal representative deems relevant, including but not limited to the likelihood of my spouse making gifts after my death. My personal representative shall not be liable to any beneficiary of my estate or the Trust for any decision made with respect to such election. ~ ~ ~ J GEORGE E. THURNER, JR. -8- Last Will and Testament O.ORGE E. THURNER, JR. e ARTICLE IX PAYMENT OF FINAL INCOME TAXES I authorize my personal representative to file a joint federal income tax return of the income of my spouse and myself for any period or periods for which such a return may be permitted, and I request my personal representative to do' so if the same appears to bring about less taxes than the aggregate amount payable on separate returns; and to pay such part of any balance of tax shown thereon as is attributable to my income on a proportional basis. In addition, I authorize my personal representative to claim as income tax deductions, all or any portion of the expenses of administration of my estate, expenses for medical care which are paid out of my estate during the first year after the date of my death and any other payments which my personal representative may elect to claim either as income tax deductions or as estate tax deductions, and also to elect the alternative valuation dates for the items included in my gross estate for estate tax purposes, and I direct my personal representative to do so whenever any such election may appear to my personal representative to bring about less aggregate income and estate taxes imposed upon my estate and/or on the income therefrom and/or on the income received by the beneficiaries from my estate. I direct my personal representative not to make any adjustments between income and principal or in the amount of any bequest passing to any beneficiaries of my estate as a result of any such election. All of the foregoing may be done without court order or other legal formality and my personal representative shall not be liable to any peisan whomsoever by reason of carrying out these provisions. The determination "Of my personal representative hereunder shall be binding on all persons. /'~ h ,)v-/? t} ~ "'>y- y GEORGE E. THURNER, JR. -9- . e Last Will and Testament 0 ORGE E. THURNER, JR. IN WITNESS WHEREOF, I have subscribed my name to this my last wjlL pnd testame ,consisting of twelve typewritten pages, each bearing my signature this II day of , 2006. ~~~7~V GEORGE E. THURNER, JR. This instrument, consisting of twelve typewritten pages, each numbered and each bearing the signature of the aforementioned Testator, GEORGE E. THURNER, JR., was on the date thereof signed, declared and published by said Testator, whom we each and every one of us believe to be of sound and disposing mind and memory, to be his Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~~~\- ~~ Residing at iLL\,., N.!lll\~AJl\R-(Ll It \;,~ r\ : ()\'-,~ ,\S'1~) Residing at -10- Printed by Collier County Probate Division on Apr 13, 2007 at 11: 12 REV-1737-2 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESDENTDECEDENT ESTATE OF SCHEDULE A, PART 1 REAL ESTATE IN PENNSYLVANIA FILE NUMBER Estate of George E. Thurner, Jr. 21-07-00442 Part 1 must include all real property owned by the decedent individually or as a tenant in common with another party(ies), having its situs in Pennsylvania. Property which is jointly-owned with right of survivorship should be disclosed on Schedule F': All real estate must be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and I . bel II d b II b th h . bl kid f h eI t a willing seI er, neither ng compe e to uy or se , 0 aVlOg reasona e now e 1ge 0 t e r avant acts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. REAL PROPERTY LOCATED AT 1627 RITNER HIGWAY, CARLISLE, PENNSYLVANIA 6,990,000.00 PART 1 TOTAL $ 6,990,000.00 PART 2 TOTAL Proportionate Method Only from reverse side $ TOTAL (Also enter on line 1, Recapitulation) $ 6,990 000.00 (If more space is needed, insert additional sheets of the same size) SlF PA42025F.5 CONTRACT TO PURCHASE Commerclal-lndustrlal-lnv8stment ProDe,-tles 1. PARTIES AND PROPERTY DESCRIPTION: GEORGE E. THURNER, JR. ("Buyer") offers to purchase from PINE ACRES INVESTMENTS. INC., an Ohio corporation, C'Seller), all of Seller's right, title, and interest, In and to the real estate located at 1627 Ritner Highway, Carlisle, Pennsylvania, 17013, as more fully described on Exhibit A attached hereto and incorporated herein by reference (the "Real Estate.) together with improvements and fixtures thereon and with all appurtenant rights, privileges and easements associated therewith. 2. INCLUDED IN THE SALE: The Real Estate shall include the land, together with all improvements thereon, all appurtenant rights, privileges, easements, fixtures and all of the personal property items owned by Seller that are now located on the Real Estate and used in connection therewith. 3. PRICE AND TERMS: The Purchase Price for the Real Estate being conveyed pursuant to this Contract shall be Six Million Nine Hundred Ninety Thousand Dollars ($6.990,000.00). The Purchase Price shall be paid by Buyer to Seller by wire transfer. certified or cashier's check on the date of Closing. 4. CONTINGENCIES: This Contract to Purchase and the consummation of this transaction are contingent upon the Buyer's satisfaction of the following inspections: (I) a complete physical inspection of the Real Estate 0ncluding, without limitation, a survey and title exam). or a representative sample acceptable to Buyer, and the Improvements thereon, and (ii) an investigation of the Real Estate for the presence of lead paint, asbestos andlor other environmental conditions, hazardous materials and/or underground storage tanks. Buyer shall pay for the cost of all Inspections and examinations. Buyer shall notify Seller or his agent, In writing, prior to Closing whether or not the investigations and examinations of the Real Estate are satisfactory to Buyer in Buyer's sole discretion. In the event that any of the investigations of examinations are riot satisfactory to Buyer, Buyer shall so notify Seller and this Contract shall be deemed null and void, unless the parties agree otherwise in writing. 5. ADDENDUM: Additional terms and conditions are ( ) are not ( X ) set forth as an Addendum attached hereto and made a part hereof. 6. BUYER'S EXAMINATION: Buyer is relying solely upon Buyer's own examination of the Real Estate and Inspections herein required, if any, for its physical condition and character, and the Real Estate's suitability for Buyer's intended use thereof and not upon any representations by SeJler, except for those made Seller directly to the Buyer In writing.. Buyer acknowledges that the Real Estate is being sold by Seller and purchased by Buyer -AS-IS, WHERE-IS, WITH ALL FAULTS. and with no representations or warranties from or by Seller with respect to the Real Estate except as otherwise specifically set forth herein. 7. SELLER'S CERTIFICATION: To the best of Seller's knowledge: the Real Estate Is zoned ; is. ( ) is not ( X ) located in an Environmental Quality District; Is ( ) is not ( X ) located in a Historic District; and is ( ) is not ( X) located in a flood plain. Seller represents and warrants that to the best of the Seller's knowledge (a) no toxic or hazardous substances or wastes have been disposed upon or released in, on, or from the Real Estate Including, but not limited to, asbestos, PCB's, oil and petroleum products; (b) there are not presently nor have there ever been any underground storage tanks or above ground storage tanks located In, on, or under the Real Estate; (c) no City, County, State or Federal orders have been served upon Seller requiring work to be done or Improvements to be made which have not been performed; and, (d) a Phase I Environmental Audit ( ) has ( X) has not been furnished to the Buyer. Seller makes no representations or warranties concerning the environmental condition 01 the Real Estate and has relied solely upon the representations and warranties of Seller as set forth herein. 8. CONDITION OF IMPROVEMENTS: Seller agrees that upon delivery of deed, the improvements constituting part of the Real Estate shall be in the same condition as they are on the date of this offer, reasonable wear and tear excepted. Seller shall continue to insure the improvements until Closing. In the event of loss before Closing and if such loss shall not be repaired by and at the cost of Seller prior to Closing, the Buyer may elect to accept the property and insurance proceeds, or terminate this Contract. 9. PRORATIONS: Seller shall be responsible to pay all of the Real Estate taxes and assessrnents accrued through January 1, 2006. Real estate taxes, Installments of assessments, rents and operating expenses shall be prorated as of January 1, 2006. Buyer shall pay all taxes, installments of assessments, and operating expenses, which may become due and payable after January 1, 2006. Any security and/or damage deposits held by Seller shall be transferred to Buyer at Closing. All prorations shall be final, binding and conclusive on the parties. 10. CONVEYANCE AND CLOSING: Seller shall be responsible for transfer taxes, conveyance fees, deed preparation and closing fees; and shall convey mar1<:etable title to the Real Estate by deed of general warranty in fee simple absolute, with release of dower, if any, on or before January 23, 2006 (but the Closing shall be effective as of January 1, 2006), free. clear and unencumbered as of closing ("Closing-), except restrictions and easements of record which do not adversely affect the use of the Real Estate, except of record and except the following assessments (certified or otherwise): of record . In connection with the Closing, Seller shall assign all leases for the Real Estate to Buyer. 11. POSSESSION: Possession shall be given, subject to tenants' rights, upon Closing. 12. SOLE CONTRACT: The parties agree that this Contract and Exhibit A constitutes their entire agreement and that no oral or implied agreement exists. Any amendments to this agreement shall be made In writing, signed by both parties and copies shall be attached to all copies of this original agreement. This offer, when accepted, shall be binding upon the parties, their heirs, administrators, executors, successors and assigns. 13. TAX DEFERRED EXCHANGE. Seller and Buyer each acknOwledge that the Real Estate may be sold by Seller and/or acquired by Buyer in connection with a tax-deferred exchange under Section 1031 of the Internal Revenue Code of 1986, as amended. If either party so elects, the other party agrees to participate in a tax-deferred exchange In such manner as reasonably designated or determined by the first party, and to execute such escrow instructions, documents, agreements or instruments to effect such tax~eferred exchange as the first party may reasonably request, It being understood that the other party will not be obligated to expend more money or to incur any costs, expenses or liabilities which would not otherwise have been incurred by such party hereunder, or would not be reimbursed or indemnified by the first party, as a result of or in connection with such tax-deferred exchange. Either party may assign its rights and delegate its duties under this Contract, in whole or In part, to a qualified intermediary in order to effectuate such tax~eferred exchange, provided Seller and Buyer shall each remain responsible for the full and prompt performance of any delegated duties. Each party shall indemnify and hold the other party harmless from and against any claims, expenses, losses or liabilities (including reasonable attorneys' fees) resulting from the other party's participation in any tax~eferred exchange undertaken pursuant to this paragraph except as a result of the Indemnified party's breach of its obligations hereunder or its gross negligence or willful misconduct. 2 EXECUTED by the parties effective as of January 1. 2006. BUYER: L\~ . THURNER, JR. SELLER: PINE ACRES INVESTMENTS, INC., an Ohio corporation By: ~~~~ G rge T er III, Aut 'zed Shareholder KTBH:648187.S 3 EXHIBIT A Le2a1 DescrlDtlon Parcel One: AlL THAT CERTAIN tract of land situate In Borough of Carllsfe, Cumber1and County, Pennsylvania, being known as Lot No.3 on a Anal Subdivision Plan prepared by Stephen G. rISher, Professional Land Surveyor, dated July 14. 1989, as finally revised on September 9, 1989, recorcted In the office of the Recorder ofOeeds of Cumberland County, Pennsylvania, in Plan Book 59, Page 34, bounded and described as follows: BEGINNING at an Iron pin, saJd point being North 17052' 26" West 60.01 feet from the Northwest Comer of Lot No. 11 of the SubdMslon Plan fOr Ritner Parkas recorded in the OffIce of the Recorder of Deeds for Cumbertand County in Plan Book 52, Page 12; thence from said point of beginning and along the line of the aforementioned Lot No. 11 South 17052'26" East 820.00 feet to a point in the centerline of The Governor Ritner Highway S.R. 0011 (fonnerly U.S. Rte 11 L.R. 890); thence by said centerline South 71011'47" West 498.81 feet to a point at the intersection of the aforementioned center1lne and the centerline of a Pennsylvania Power and Light Company right-of-way; thence leaving said Ritner Highway and along the centerline of said Pennsylvania Power and Light Company right-of~way and by lands of the- Grantor North 01054'3TWest 896.68 feet to an Iron pin; thence leaving said Pennsylvania Power and Light Company right-of-way along lands of the Grantor by a line curving to the left having a radius of 780.0 feet and an arc length of 244.03 feet to an iron pin; thence along the same North 71015'00. East 11.51 feet to an iron pin, the place of BEGINNING. Containing 7.2450 acres. Parcel Two: All that certain piece or parcel of land situated in Borough of Carlisle, Cumbel1and County, Pennsylvania. conveyed as Parcel No. 11 of a certain Final SUbQlvlsion Plan for Ritner Park, dated October 17. 1986, revised December 10, 1986 and recorded on Dooember 19, 1986 In Cumber1and County Plan Book 52, Page 12, bounded and described in accordance with said Final SubdiVision Plan, as follows, towlt: BEGINNING at a point on the northern right-of-way line of Governor Ritner Highway (U.S. 11 - L.R. 890) (50 feet wide), said point being South 71015'00- West 660.00 feet from the western line of Industrial Drive; thence from said point of beginning and along the northern right-of-way line of Governor Ritner Highway Sooth 71014'16" West 422.96 feet to a point; thence continuing along said right-of-way line South 71011'46- West 101.89 feet to a point on land now or foonerly of Arkansas Best Freight Incorporated; thence along land noW or formerly or Arkansas Best Freight Incorporated North 17052'26" West 855.00 feet to an iron pin at the southwest comer of Parcel No. 10 as shown on the said Final Subdivision Plan; thence along the southern line of Parcel No. 10 North 71015'00" East 525.33 feet to an iron pin at the northwest corner of Shearer Drive; thence along the western line of Shearer Drive and Parcel Nos. 8 and 5 as shown on the said Anal Subdivision Plan South 1r50'30. East 854.82 feet to a painton the northern right-of-way line of Governor Ritner Highway, the place of BEGINNING. Contallling 10.3037 acres. REV-1737-2 EX + (9-00) SCHEDULE A, PART 2 REAL ESTATE OUTSIDE PENNSYLVANIA Use Schedule A, Part 2, ONLY for proportionate method of tax computation. COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER Estate of Georqe E. Thurner, Jr. 21-07-00442 Part 2 must include all real property owned by the decedent individually or as a tenant in common with anotherparty(ies), having its situs outside Pennsylvania. Property which is jointly-owned with right of survivorship should be disclosed on Schedule F. All real estate must be reported at fair market value which is defined as the price at which property would be exchanged between a willing bu er and a willin!:! seller, neither beina compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VAlUE AT DATE OF DEATH 1. PART 2 TOTAL Enter on line 2, Part 1 $ (If more space is needed, insert additional sheets of the same size) STFPA42025F.6 REV-1737-3 EX + (9-00) COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF SCHEDULE B, STOCKS & BONDS Use Schedule B, ONLY for proportionate method of tax computation. FILE NUMBER Estate of Georqe E. Thurner, Jr. 21-07-00442 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) SlFPM2025F.7 REV-1737-3 EX + (9-00) SCHEDULE 0, MORTGAGES & NOTES RECEIVABLE Use Schedule D, ONLY for proportionate method of tax computation. COMMONWEALTIf OF PENNSYlVANIA INHERITANCE TAX RETURN NONRESDENT DECEDENT ESTATE OF FILE NUMBER Estate of Georqe E. Thurner, Jr. 21-07-00442 All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATIf 1. TOTAL (Also enter on line 4, Recapitulation) S (If more space is needed, insert additional sheets of the same size) SlF PA42025F.8 REV-1737-4 EX + (9-00) SCHEDULE E, PART 1 MISCELLANEOUS PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER Estate of Georqe E. Thurner, Jr. 21-07-00442 Part 1 must include all tangible personal property having its situs in Pennsylvania. Examples of tangible personal property are jewelry, furniture, paintings, etc. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. Complete Part 2 on reverse side ONLY when the proportionate method of tax computation is elected. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. PART 1 TOTAL $ PART 2 TOTAL ProDortionate Method Only from reverse side $ TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) SlF PA42025F.9 REV-1737-4 EX + (9-00) SCHEDULE E, PART 2 MISCELLANEOUS PERSONAL PROPERTY Use Schedule E, Part 2, ONLY for proportionate method of tax computation. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESDENTDECEDENT ESTATE OF FILE NUMBER Estate of Georqe E. Thurner, Jr. 21-07-00442 Part 2 must include all tangible personal property located outside Pennsylvania and all intangible personal property wherever located. All property Jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH PART 2 TOTAL Enter on line 2, Part 1 $ (If more space is needed, insert additional sheets of the same size) STFPA42025F.l0 REV-1737-5 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDfNTDECEDENT ESTATE OF SCHEDULE F, PART 1 JOINTLY-OWNED PROPERTY FILE NUMBER Estate of Georqe E. Thurner, Jr. 21-07-00442 Part 1 must include jointly-owned real estate and tangible personal property located in Pennsylvania. Complete Part 2 on reverse side to include all other jointly held property whenever located ONLY WHEN THE PROPORTIONATE METHOD OF TAX COMPUTATION IS ELECTED. If an asset was made Joint within one ear of the decedent's date of death, It must be reported on Schedule G. SURV1\/tIG JOINTTENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. B. c. ITEM NUMBER 1. A. DESCRIPTION OF PROPERlY AlIach deed for' . d real estate. DATE OF DEATli VALUE OF ASSET 'l(, OF DATE OF DEATH DECD'S VALUE OF INTEREST DECEDENT'S INTEREST PART 1 TOTAL $ PART 2 TOTAL Pro ortionate Method Onl from reverse side $ TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) SlF PA42025F.11 REV-1737-5 EX + (9-00) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF SCHEDULE F, PART 2 JOINTLY-OWNED PROPERTY Use Schedule F, Part 2, ONLY for proportionate method of tax computation. FILE NUMBER Estate of George E. Thurner, Jr. 21-07-00442 Part 2 must Include jointly-owned real estate and intangible personal property wherever located. LETTER DESCRIPTION OF PROPERlY 'OF DATE OF DEATH ITEM FOR JOINT DATE MADE Include name of rll'1anciallnstitlAion and bank account mmber or similar DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT identifyirJ<l number. Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. PART 2 TOTAL Enter on line 2, Part 1 $ (If more space is needed, insert additional sheets of the same size) STF PM2025F.12 REV-1737-6 EX + (9-00) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY Use Schedule G, Part 2, ONLY for proportionate method of tax computation. COMMONWEALTH Of' PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER ITEM NUMBER DATE OF DEATH VALUEOf' ASSET EXCLUSION (IF APPL~LE) TAXABLE VALUE 1. PART 1 TOTAL $ $ DESCRIP'OON OF PROPERTY ITEM In:lude the name of the transferee, !heir relationship to Decedert and the date of NUMBER transfer. Attach a copy of the deed for real ellate. DATE OF DEATH VALUE OF ASSET "'OF DECO'S EXCLUSION INTEREST (IF APPLICABLE) TAXABLE VALUE 1. PART 2 TOTAL $ $ $ TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) STFPM2025F.13 REV-1737-6 EX + (9-00) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Use Schedule H, ONLY for proportionate method of tax computation. COMMONWEALlli OF PENNSYLVANIA INHERrrANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER Estate of Georqe E. Thurner, Jr. 21-07-00442 Debts of decedent must be reDorted on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1. AMOUNT B. ADMINISTRATIVE COSTS: 1. Per1or8I Representative's Commissions Name of Personal Repreaentalive(s) Social Security Number(s) EIN Number of Personal Representative(s) Street Address City stD Zip Year(s) Commission Paid 2. Attorney Fees 3. Probate Fees 4. AA:countant's Fees 5. Tax Return Preparer's Fees 6. Miscellaneous Expenses TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) SlFPM2025F.14 . REV-1737-7 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Use Schedule I, Part 2. ONLY for proportionate method of tax computation. FILE NUMBER Estate of Georqe E. Thurner, Jr. 21-07-00442 Part 1 must include mortgage liabilities, liens and taxes against the Pennsylvania realty that were due and owing as of the date of decedent's death. Com lete Part 2 ONLY when the ro ortlonate method of tax com utatlon Is elected. fr~:(t~~!~.lf:...:.\~.'~rJ~:= ,"~~PJ;' ITEM NUMBER 1. DESCRIPTION M<<XJNT ,...... '01t- ,....,.::l'............."'-,.,.."< TOTAL PART 1 $ ITEM NUMBER DESCRIPTION AMOUNT 1. TOTAL PART 2 $ TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) STFPA42025F.15 ~ REV-1737-7 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Estate of George E. Thurner, Jr. 21-07-00442 When flat rate method is elected, list the beneficiaries of the Pennsylvania property. When proportionate method is elected, list all beneficiaries. RELATIONSHIP TO DECEDENT Do Not Ust Trustee(s) NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERlY I. TAXABLE DISTRIBUTIONS pnclude outriglt spousal distributions, and lnrIslerl under Sec. 9116 (a)(1.2)J 1. JAYNE W. THURNER 929 BIRNEY LANE CINCINNATI, OH 45230 SPOUSE AMOUNT OR SHARE OF ESTATE 6,990,000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN fJ.B(J.JE ON REV-1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET ON THE REVERSE SIJE OF REV.1737 COVER SHEET. /IS APPROPRIATE. II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAl D1STRBJTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL PART II ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1737 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) SlFPA42025F.16 ? . REV-1649 EX + (1-97)(Q COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OR NONRESIDENT DECEDENT ESTATE OF SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) FILE NUMBER Estate of Georqe E. Thurner. Jr. 21-07-00442 Do not complete this schedule unless the estate Is making the election to tax assets under Section 9113(AJ of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar amrlgement, a separate form must be filed for each trust This election applies to the Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangem ent is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's peISOnal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treeted as a taxable transfer in this estate. It less than the entire value of the trust or sim i1ar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator otthis fraction is equal to the amount otthe trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value otthe trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113(A) trust or sim~ar arrangement. DESCRIPTION VALUE Part A Total $ PART B: Enter the description and value of aU interests included in Part A forwflich the Section 9113(A) election to tax is bei1g made. DESCRIPTION VALUE Part B Total $ (If more space is needed, insert additional sheets of the same size) STF PA42025F.17 . .. 00 HO: WJlllr.I" 1,lMr.", RumY(o rOil f'llTt OA'''COOIHr. o. d. 1f00AIIlO'f.l:lI'tllon ,".NSllTlJ1'I('l".ll.~'. .fSIOUlflIJOl'lflf Atllilq$Smlt _. .,. O' . Rf:9. O,sl No. _,5 PwnaFY Reg Dist No. .:') i CQ Ohio Department of Health VITAL STATISTIC.S C!BTIFlCATfOF"IlfATH Srate File No. nllqi:'ilrlfSND, TYn:1JR PRINT IN PERMIINENT"Bl.ACK INIC llJ'!t1Hlcllfs amI! (F;utMiddl#.I.AS11 3. ," of D'lIth (UOilill 0..... Yur/ 4~-fo'Ci~Tsi(;"uji!y Number 278 28-5724 If\7~~-oi\;;'e;j";.,t tver in U.S, Armeit :(!Vf!\ LiNo 9:2. ') Bi rney Ln. if\" ;q.~~;i~.I-~i1~';s:''''''h!d, Ntm MMritll. Wrlt;'M'1'!.~~~4 I~i !".1dl"1.' ied \:1" !1;s~d~lit-~:S1Jtltl 1,'11110 ill ~""NtfIIr_41 0"'9' . Or 4 George E. Thurner, Sr. I'h !;,lnFI'llll1(S Natolt fTyp.t1'tKltl 19b. Mailing Address (SI,.., .nd Numbet(l;lfvrt/ Rollf. Hum"',. Citro, to""" Sr.t..ZfP Cod.) f ~~'>'(lr9r-.' E. Thu rner, r I] ]fl,' Mf':!ll'lft f1fOispoS;tlOI1 n";j,,j lCre:lillt.on :Otht'I fSp~r;oItf ;i',l {i",~.,_;j j'i~~-ro~liion \\".' 9 2006 ;"-" ~l;:;, :I\!7'-i!OrFU!"lerltl,_Oifi! .. \. George ll. Rohde & Son Funeral 3183 Linwood Avenue Cincinnati, Ohio 45208 Home \- ~i1n"tlili'_"-bSiIJll~'1ifl! . I ) ,..; '. ;'(11 \ {;I::.'d t . '....."'" :'ii:. ;;\~,;:~-i.;''-e';rr(!rso~ lssuil\g Permil ,_" _. )0. 9. :.- ; ~ . I f1 SH'''SI~'(II(INS OHflf"'''sr ~1:1~ 11(04 11I~ 51SUl'flo?... 7:"'H l' \.'.. /l\~, r",1ifi!'!1 Steven D. Taggart .1 ',~. , (I"/l' ~'''..I edifring Phy1:icien Ia Ihe tlUI 01 m'f' Io;nowt.dve. dUlh Otear"ed .Ilhe limf. del.. "tICS p1.u; ~nd du.to Ihe t8Ulfb) Ind mannCl'r IS S1llcd. 27. Dale Permillssued AUG 7 2006 -------~--'--------'-----------,----~---~------------~- ['I CoroMe' 0" Ii'll! besis of 1I'1lltmirt.,ion .nd/or IIlvtJst;gIlIOA,1n mtOIMio....ll'..", OCCIlIt!!::! allhllliml!. d.te, and pllce; end dUtlIO Ih. t.u..'II.lId miMe' IS aIMed )ii'!;'-r;I>1-!' <)fDo~iii' 18c. 0'18 Pronounced Dud (Montll, D.}', rurl '10 ".m. M ?f:;,/cc' :',::~y:.~:t':~t Alex'aftl ))t) /1 r1t"{lf....rt<I10 N.lIl'ie (fitJ(. Middlrt.l."l/and dres$ o. tlfson who 28d.Wu CUt Aiiferre'dta Coroner IlI1S~ :11:- \";1tl1iam Barrett 234 Goodman Ave, University Hasp. Cincinnat".i, OH 45267-0757 ~J Pllfll_ tl1lfl1 'thl diuasn, injuries, Ot tomplications thet caulld the d..th. 00 not entar the mod. of dying. such It c'irdi.c or r'-spintory .m.st. shoc~ Of hun f'ilun. U$t only one caUJie on tach line. Tn. .r.,int i"..nn.n.... w.ck ink. .. {~ . ~ 1 -"-I . L - .' (1/1/(, (7 III( . t{'/7ft .."imale nt.ni I~ I On"l ~ D...f't I ./' I yerh J I I 1..._tilT~ t.v.. 1f;(T.1ftfi~f'~_l' rUCO(1(Nion O"Sllt/;"91f1IklltM $",,,,,,..., ,.. '.''';00'. { ., IPr.ll'~llln91ot"'iItIm'di." :,WSl! r'II'" I!llOtf.,I,.,nt C.UII Ill$'! ((J'.(l'i1,'C' CI "'!"'Y''''''Hlj''-.t~f1 I:!"',,,r~ If'Suh'''9 .n .J~II(hI C. OUt to lor as I Consequence 01 d. DUI to 101 as <II Consequence oIl r"rtLl Tiiji~rJ7~7ri(jc'nf cCJnditiDnJ conttibuting to duth but no! f8silhing in t . under JT~l~~;lfr ()lOealh 3ib. Wfl' AurOpsr1indift9$ Avdl'Ie ',iOf 10 ClftI1IlI eM Ca.a. nt D..IM o Yos DNo 33.. Date of Injury (MOItfh.O.". Yr.,1 i\rrJ.W.."F t.ir,~ lrrvulivltion ~ I (ollldNot b. Of!leflllfnl!d 33f. location (Strut Ind Nurnbtrof Rvr.tlftM. Humbtr. CitY Of ToW.. $rlll ';I\p:'I'lf'''t iSll;cl1e ';{"''';,,,;J6 This is a true certificalion of Ihe name and death facts as recorded in the Office of Vital Statistics. Witness my signature and seal of the Department of Health. CR~J-/~ H.chelwh Uarlow~ Regisfrar ~ 1 4. 20m: " .. ,.,..,....':,.;..,..,..~"...,.,."...'~~~"""'~':=~=,="'~'" -,.,-"'-----.".-~.'~.'~r-:-=::1'i'! '~:___::, ,Tl i:' ~'.4ifdj I;' ,(~)'./;- /',;~t;: f ' t (" ,.-~ I " 1!,".,"J~;rr:i!~::~~t<, .. ~.~ ; !i~~F-:M"iATlqNA$:ITAPPi;~~$bN O~IGI~AL RECOR~ " ,:'"i:" '..;, ,i,'..';,::;:,.' ~-/>.',;,,(,:.s,,_,S':::~'" :"e- "f D' '_ _ ;N~~;f;3~:(e:cdr~ed ~t;~.r, ~<.!r~ C.'\:, '::;'-jld'R~.j~_'';'~ \.J,,< 's~ ," ,AFFIDAVIT ,. ' CORRECTION OF DEAtH~oR fET~LlJ~ATHREGORQ Regist,;,jr'S No: ", '1 ..,; ~ 'P1aCe"ot:dealh 11j...k::ler.(~ON /(..t//..:)" City or Village !-/0/V121"1ot<J County ., " , ~; I:',:, I j ~ : t ;~: ! :; :!IHr'!~i;~<ib.~-,.,:, :;', 11'EM:>tTOB~ tOFlRECTEDOR ADDED " ~ Ai ,o.///t;> , ~ ' _ - ,', i . ~ . ' , :.,: . '-, : ,1--!r.1J1/I-/o)J Should read Should read lIe!~ ~,:: It :,>'y) ~eh~: :~: '.: :.~<F:i:f~~:_~~ Twp. Should read ''12,'7 ,?;0rt<:I<4-.J:f ,""'. I' .'7.6:' ;;t'3 P , l~ . i-f.-I. R~ads' as' , ShbUld read ;,1 !.~Jh ./'i-" ,Reads .as Should read . f:::;"/: <) i"<- i 0 t:I -1 ;,. (. ()/I/<!,r /./a:'oks '32 '3 /Vet-7'!-t,.(/'J<!..S 3 (,1 /03 E:)~j.,'t- <.J c. , ~ ;_.~ ,;.; , ; I ., --:"J , '~"~~':-:;":,.:~::~~i/, ~ ~J .~ J"" !r\\!>!_0i_.<),:\r~~~(SJex~cuUng;aUiqaVil ! < ' , 'Sig'nalureoffj!oiaty I'; ;, II 1/ / Cl/"; /0 & Dale signed 1,j..l. '.l.~ ~OC'1 Dl1.tecnmmlssionl!xpires' -.-------_.~.__.. ("'1=P.-'. '-r; VITAL STJlT-' ~lLL &oleO - CC) ~c~ ~o.OD. '> 3ln~O.c5\) Pel ~ 590 .00 j f\P D S--"J - u\J '* l'lS-3