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Home My WebLink About10-30-07 \' ...~,j ./ ..J 15056051058 REV-1500 EX (06-05) PA Department of Revenue . Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 07 0128 Date of Birth 174-05-1096 02/03/2007 08/19/1919 Decedent's Last Name Suffix Decedent's First Name MI SNYDER KATHRYN L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ie, 1. Original Retum 4. Limited Estate <a> 3. Remainder Retum (date of death prior to 12-13-82) 5, Federal Estate Tax Return Required 2. Supplemental Retum 4a, Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch, 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number . 6, Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes FRANCES H DEL DUCA (717) 258-4940 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY 506 S COLLEGE STREET <:-') Cl .:,"-~J ----j First line of address , , "--'--.'- Second line of address -'.", '-' City or Post Office State ZIP Code ; 'i D~T~JILED :::~i CARLISLE PA 17013 w Correspondent's e-mail address: DATE u_.. ____._IQ_~-.32u-:g]_____ DrE _l~ +'i-!.."1 ADDRESS POBOX 668, CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 ...J , ' ..r' ~ / " .-J 15056052059 REV-1500 EX Decedent's Name: KATHRYN SNYDER L RECAPITULATION 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. 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 45 3,931,271.00 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L 174-05-1096 Decedent's Social Security Number 16. 17. 18. 155,000.00 2,722,853.00 791,461.00 442,067.00 4,111,381.00 153,975.00 1,135.00 155,110.00 3,956,271.00 25,000.00 3,931,271.00 176,907.00 176,907.00 re' 15056052059 .-J , ' /'" ~4 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME KATHRYN L SNYDER STREET ADDRESS 48 STRAYER DRIVE --- - -----~----- File Number 0128 DECEDENT'S SOCIAL SECURITY NUMBER 174-05-1096 I STATE PA --Tz'P------- 17013 CITY CARLISLE Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 176,907.00 168,123.02 8,845.35 Total Credits ( A + B + C ) (2) 176,968.37 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 0 + 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) 61.37 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (SA) (5B) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive 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 3. Did decedent own an Kin trust fo~' 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? ........................................................................................................................ ~ 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 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. ~9116 (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. ~9116 (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. ~9116(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. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. -,,,.J' ~f}'f502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER KATHRYN L. SNYDER 21 07 0128 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at YkIich property would be exchanged between a willing buyer and a willing seller. neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH CONDOMINIUM, 48 STRAYER DR" CARLISLE, PA 155,000 3W4695 1.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 155,000 REV-1503'?; + (6-98) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER KATHRYN L. SNYDER 21 07 0128 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1.23,344 Shares CARLISLE COS DESCRIPTION VALUE AT DATE OF DEATH 1,947,681 2 11,664 Shares DOVER CORP 588,711 3 1, 712 Shares EXXON MOBIL CORP 128,905 4 5,002 Shares FLEXTRONICS 57,370 5 100 Par US SERIES EE SAVINGS BOND # 26662572 186 3W4696 1.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,722,853 -/' REV.1508 EX + (6-98) ... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 07 0128 ESTATE OF KATHRYN L. SNYDER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. iTEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 2 RINGS APPRAISED BY MOUNTZ JEWELERS 1,000 2 CITIZENS BANK ACCT # 6140-825776 Interest accrued to 2/3/2006 25,510 41 3 CITIZENS BANK CHECK ACCT # 6100652513 19,702 4 CITIZENS BANK SAVINGS ACCT # 6245 -839884 Interest accrued to 2/3/2006 21,328 58 5 FURNITURE 1,900 6 LEE E SNYDER TRUST "A" Interest accrued to 2/3/2006 587,686 1,955 7 M & T BANK CHECKING ACCT # 847542 1,181 8 PNC BANK ACCT # 31800201940 Interest accrued to 2/3/2006 75,021 151 9 REFUND - ALLSTATE INS 218 10 REFUND - COMCAST 25 11 REFUND - PATRIOT NEWS 49 12 REFUND - RE TAX & CONDO FEES @ SETTLEMENT 429 13 REFUND-EMBARQ 15 14 VEHICLE 3,000 15 WACHOVIA BANK CD # 247412050800789 Interest accrued to 2/3/2006 52,046 146 3W46AD 1.000 791,461 TOTAL (Also enter on line 5 Recaoitulation\ $ (If more space is needed, insert additional sheets of the same size) ~O'EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KATHRYN L. SNYDER SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 07 0128 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 ITEM IIO.I..CE Tit NI\ME OF TIt TAANSFEREE. THEIR RElA TIONSHlP TO OECEDENT /W:) DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER TIt DATE OF TRANSFER ATTIOiACOPf OF Tit OEEO FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUCABLE\ VALUE 1. ALLSTATE ANNUITY 60,241 100.0000 0 60,241 2 SECURITY BENEFIT ANNUITY 310,518 100.0000 0 310,518 3 TRANSFERS WITHIN ONE YEAR OF DEATH 32,000 100.0000 0 32,000 4 WACHOVIA CD IN TRUST FOR HEATHER ANN HARTLINE 39,233 100.0000 0 39,233 Interest accrued to 2/3/2006 75 100.0000 75 TOTAL (Also enter on line 7, Recapitulation) $ 442 067 (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 RE~X + (12-99) COMMONWEALTH OF PENNSYLVANIA INI-ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KATHRYN L. SNYDER ITEM NUMBER A. B. 3W46AG 1.000 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. DESCRIPTION 1. FUNERAL EXPENSES: HOFFMAN ROTH FUNERAL HOME 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) KATHRYN A HARTLINE Social Security Number(s) I EIN Number of Personal Representative(s) 206-36-3216 Street Address 150 LINN DRIVE City CARLISLE State PA Zip 17013 Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 CUMBERLAND LAW JOURNAL - ADV 2 EXPENSE ON SALE OF RESIDENCE 3 FOREST MEADOWS - CONDO FEE Total from continuation schedules FILE NUMBER 21 07 0128 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT $ 10,131 75,000 50,000 1,580 3,000 205 75 10,980 353 2,651 153.975 ~ Estate of: KATHRYN L. SNYDER 174-05-1096 Schedule H Part 7 (Page 2) 4 JUDY CAMPBELL - TAX COLLECTOR 321 5 MOUNTZ JEWELERS - APPRAISAL 95 6 PEERLESS INSURANCE 24 7 PROPERTY MAINTENANCE 645 8 REGISTER OF WILLS 72 9 RESERVE 500 10 RETURN PENSION 479 11 S MIDDLETON MOHI AUTH 99 12 THE SENTINEL - ADV 137 13 UTILITIES 279 Total (Carry forward to main schedule) 2,651 ~~~ + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KATHRYN L. SNYDER SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 07 0128 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. GUISTWITE FAMILY PRACTICE 2 HARRIBURG GASTROENTEROLOGY 3 PA DEPT OF REVENUE 4 US TREAS - INCOME TAX VALUE AT DATE OF DEATH 50 46 72 967 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 1 135 ~1'3 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KATHRYN L SNYDER NUMBER I 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] HEATHER A. HARTLINE 150 LINN DRIVE CARLISLE, PA 17013 General Bequests: 87,675 2 JAMES HARTLINE 150 LINN DRIVE CARLISLE, PA 17013 General Bequests: 8,000 3 JASON B. HARTLINE 150 LINN DRIVE CARLISLE, PA 17013 General Bequests: 76,314 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21 07 0128 AMOUNT OR SHARE OF ESTATE Granddaughter Son-in-law Grandson 87,675 8,000 76,314 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 FIRST LUTHERAN CHURCH 3W46AI 1.000 TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 130F REV-1500 COVER SHEET (If more space IS needed, Insert additional sheets of the same size) 25,000 $ 25,000 .,' , ,.,. Estate of: KATHRYN L. SNYDER 174-05-1096 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 4 KATHRYN A. HARTLINE 150 LINN DRIVE CARLISLE, PA 17013 General Bequests: 277,578 Daughter 277,578 5 KATHRYN SNYDER TRUST liB" C/O M &: T BANK ONE WEST HIGH STREET CARLISLE, PA 17013 100% Residue: 3,481,704 Trust 3,481,704 I J\ t. .. ~ . LAST WILL I,. KATHRYN LOUISE SNYDER, of Carlisle, Cumberland County, pennsy1. i/ania, declare this to be my Last Will and revoke any wi-Us p.rev.iously made by TIle. I. I bequeath $25,000 to the .First Evangelical Lutheran Church located at 100 East High street, Carlisle, PA, in memory of Robert L. Killian and Ida .F. Killian and William E. Snyder and Minnie B. Sl1yder. II. I devise and bequeath the residue of my estate of whatsoever nature or wheresoever si tuated to my Trustees hereinafter named IN TRUST nevertheless, to divide the same into two separa te trusts, to be known as Mari tal Trust "AN and Non-Mari tal T.rust "B", r~specti vely; to hold, to invest and to reinvest the same, to collect the income therefrom, to pay all taxes and otller charges that may be made properly against the trust estates, and to distribute the income and principal the.reo.f as fol.lows: A. (1). The corpus of Mari tal Trust "A" shall be funded wi tl1 stIch po.rtion of the residue of my estate as is necessary to reduce the Federal Estate Taxes payable as a result of my death to a minimum, after taking into account the value, as finally dete.rmined for Federal Estate Tax pu~poses of the interests in pr~perty passing to my husband, by operation of .law o.r othel.'wise, which interests qualify -;fij , " ' ~ for the mari tal deduct.ion under the Internal Revenue Code, and taking maximum advantage of all. eredi ts available and deductions allowed against the Federal Estate Tax under said Internal. Revenue Code, but only to the extent that such credi ts and deductions do not increase death taxes on my estate. (2) . I di..rect that my Executol" shall have the discretion to allocate the corpus of this trustl provided, however F (a) . Only such assets as are eligible for the mari tal deduct.ion shall be deposi ted in this trust, and at the values at whi.ch t11ey are finally included in my gross estate for Federal estate tax purposes; (b) . The assets to be distributed to this trust shall be selected in such manner that the cash and other property distributed will have an aggregate fair market value fa.irly representative of the distributee's proportionate share of the appreciation in the value, to the date or dates of distribution of all property then available for distribution. (c). If any property of Marital Trust "AN is or becomes unproductive or underproductive, my husband shall have the right which may be exercised by instrument in writing to require my fiduciaries within a reasonable period ~ 2 . ~ of t.ime to make such propert:'l productive of a reasonable income or to dis,lJOSe 0,[ it and invest the proceeds in property which is productive of a r@asonable income. (dj. The fiduciaries hereunder shall have no rights, powers, duties, privileges or iwnunities which would disqualify Mari tal Trust "An' .from ma.ri tal deduction and all provisions of thi-s tdll shall ,be construed in such manner and the powers and discretions provided herein or by law are to be as to assure compliance wi th Federal estate tax, marital deduction provisions of the Internal Revenue Code in this respect and any provision of th.is ;.,i11 which is incapable of being so construed or applied shall be inapplicable. (e) . The decision of my said Executor shall be final, conclusive and binding upon all beneficiaries. (3). The Trustees shall pay over the net income from the t.1:"ust estate to my husband from the date of my death, in quarterly insta.Zlments, for the term of his natural life. (4). In addition, the '1'rustees, in their sole discretion, shall pay over to my husband out of the principal of the trust estate, such sums as may be necessary to pay any medical expenses, incurred by my husband as a --J?.$ 3 , . resul t of accident" illness or emergency which may affect h-im. (5). Should the total of the above sums fail to provide for the mai.ntenance and support of my husband... according to his accustomed standard of living at the time of my death, the Trustees in their sole discretion shall pay over to my husband out of the Pl::il1cipal of the trust estate,. such sums as may be necessary to provide for his accustomed standard of living. (6) . In addi tion to the above provisions, my husband shall. have the power to ~ii thdxcHv such amount from pr.incipal as he shall desire from time to time including the complete exhaustion of Mari tal Trust "llh. I~' \ ! ) . Upon the death of my husband the Trustees shall payout of the principal. of the trust estate the expenses of my said husband's last illness and funeral, if his own assets be insufficient for this purpose. (8) . Upon the death of my husband my Trustees shall pay the remaining p.rincipal of Mari tal Trust "A" to such person or persons including his estate in such proportions in such manner and for such estates as he shall appoint by his will referring to the power of appointment -d4J given hereby. 4 . . ,< (9) . .tn defaul t of such appointment, ei ther t..rhoJ.ly or par-tly, my Trustees shall payout of the unappointed pl-.incipaJ of Mari tal. 'trust \\)'1" any increase in Federal Esta te tax and PEmnsyl vania inheri tance or esta te taxes on the estate of my husband resulting from the possession of tile power of appointment given to him by the pl~eceding paragraph and sha1.l add tile balance of Mari tal Trust "A" to Non-Mar-i tal Trust "B". 9 (a) . 'l'he corpus of Non-Marital. Trust "En shall be funded wi tl1 the ]Jalance of the residue of my estate. The Trustee shal.l pay over and distribute the income and principal of Non-JIJari tal Trust "EN as follows: 9 (b) . DUl"ing the lifetime of my husband my Trustee shall pay to o.r for his benefi t all the net income of Non-Marital Trust " B rf , quarter-annually or more frequently at the convenience of the Trustee. 9(c). My Trustee shall pay him so much of the principal of Non-Mari tal Trust "E" as said Trustees in their sole discretion deem proper for his comfortable support and maintenance or for any illness or emergency which may befall him but no payment shall be made to him from the principal of Non-Maxi tal Trust "En untiJ the pl.~incipal of Mari tal Trust "A" is completed exhausted. --frY 5 . \ ,41 ~ 111. Upon the dea.th of my husband the remaining p.rincipal and em}' 1.mdi.stributed income shall be distributed to my 1'rustees to 1101d .in trust far my grandchildren but to pay the net income to my daughtex, Kathryn Ann Hartline. IV. When my youngest grandchild attains tile age of twenty-five, I direct my T.l:'ustees to pay the remaining pl'incipal and inte.rest to my da,l1ghteu., Kathryn Ann Hartline, and to each of my grandchildren, Heather Hartline and Jason Hartline in equal shares. v. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipation of such beneficia.ry and the same shall not be liable to any levy attachment, execution or sequestration while in the hands of my Trustees or Executor. VI. All. estate, inheritance, succession and other taxes imposed or payable by reason of my death, and interest and penalties thereon, wi th respect to all property comprising my gross estate foy.' death tax purposes, whether or not such property passes under this willr shall be paid out of the pl.'incipal of Non-Mari tal Trust B, after the setting apart of Mari tal Deducti.on Trust "An, as if such taxes were administrat.ive expenses, without apportionment or righ t of reimbursement. I autllorize my Executors and '10' 6 .- " l.'rustee to pay aLl such taxes at such time as may be deemed advisable. VII. My Executor and Trustee may retain any of the assets of my estate which come JntQ tbeir hands and shall invest and keep , '.--J I h J..l1vesteu '..:A e princ.ipal of said trust estate in such manner and in suel) securi ties or other property f real or personal" and upon such terms and for such length of time as the Executor and Trustee shall deem meet and proper, it being intended he.reby to give unto the Executor and Trustee full and complete authority to hold, possess, manage, con troJ r sell, convey f encumber, 1 ease gi ve, and execute options" invest and reinvest the t4hole and every part of the trust estate according to their sole judgment and discretion, wi thollt ..,' t ".. any .J. .lml t. upon their power and authority so to do, either by statute or otherwise. VIII. If my daughter does not survive me, then I devise my estate to the Trustees hereinafter named, in trust, for the following uses and purposes: 1. To hold in tf10 equal shares for my grandchildren, Heather Hartline and Ja,son Hartline; 2. '1'0 pay the net income to or for the care, maintenance, support, education and general welfare of each child as the Trustee deems advisable; ..-Jt.\ 7 3. To pay as much of the principal of the trust as the Trustee may thi,nk adtrisable fo!..' the support or education (incl.t1d.ing college education,. l)oth graduate and undergraduate) OE during i.Ilness or emergency to pay to them or to be applied for their benefi t as the 'l'rustee deems advisable; 4. To pay to each child his or her share of one- half of principal and accumulated income at age twenty-five (25) years. 5. To pay to each child his or her share of remaining principal and accumulated income at age thirty (30) years. 6. In addition to all other powers authorized by law, my Trustee may retain any of the assets of my estate mJich come into their hands. The Trustees shall invest and keep invested the principal of the trust estate in such manner and in such securi ties or other property, real or personal, and upon such terms and for such length of time as the Trustees sha1-1 deem advisable" it being intended hereby to give unto the Trustees full and complete authority to hold, possess, manage, control, sell, convey, encumber, lease, give and exercise options, invest and reinvest the whole and every part of' the trust estate accol:ding to their sole judgment and d.isc~~etionr without any limit upon their ~ 8 " " t',"'r and ~ut),~.-] ty <:'0 r~ ~,.., ei t-:-_et. b.lT st~t' 1!re nr pO"'t;;:', .. a "lUL: '-" :"'u J'-'f __II - r ~ "'- ... otherwise. 7. I apPo.lnt Jame.9 W. Hartline and Farmers Trust ., Company, or thei.r successor f to be Trustees of the trust created for my grandchildren, IX. I appoint my da.ughter; Kathryn ,linn Hartline, to be Executor o.t this my Last ~vi.1.1, In t..'iJe event she fails to qualify or ceases to act, then J appoint James W. Hartline. X. I appoint my daugl1te./:', Kathryn Ann Hartline, and Farmers Trust Company, Carlisle, PAr to be Trustees of the Trusts under this my Will. XI. In the event I am not survi ved by my husband, daughter or grandchildren, I devise and bequeath my estate to the First Bvange.Iical Lutheran Church, Cal:lisle, PA. XII. I direct that neither my Executors nor my Trustees be requi.red to file bond in this or any other jurisdiction. !; IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will this 1(14ay of December, 1997. \0_~\-V~AJ;;: -drv~A.l_ (SEAL) " ;:.' .. The preceolng instrument consisting of nine (9) pagels) was on the elate thereof r.:.,igned, published and declared by KATHRYN IJOUISF: SNYDEH, tlH:; t.estator herein! as and for her Last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto... . ..- / / /~./} / ../ /----.-/ !.-x / /.&' / ,/ -" f-u.<1.u _ , ~ r,.., ,,:,/'.~/. .-z? /' /' ..;t,.e--' , -,_."'-"""~-~~ ~ '..- 01 r\(~O_!-J2Ji&1Atla~~ STATE OF PENNSYLVP~IA . . . . cor< ...10 COUNTY OF CUMBERL,AND . . . . We, KATHRYN I,OUISE SNYDER, F:cances II. Del Duca and Carol A. Reidenbach, the t.estator and "vi tnesses, respectively, Hilose 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 her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of Her knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~V~Vt<-i fr~.L.l.<!~I:~_ Testator t (1 ~ 7_ ..-----!- '. // . ~_..L~-rd~-L-d ~.~~. (- T.1.-f +- ne s C' ' \. _V'!.L~ .., --:. U;h~-,-1i&~~L ~h tness - .' SUBSCRIBED, s'.!mcn tC) anci acknolt>iledged before me by the t est a to:L" f and subscribed and sworn. to before roe by Frances H. Del Duca and Carol Ie.., Feidenbach this ;'1.d day of December, 1 qq7 ...:_ ,..- '." I .. / . ( /",/ 4- '-/ . /J ,-'-' .! /.~ y ~ ".. ' r' f t.. v '7 . Notary P. Z 1jA'U) . .-" /1 {/ - UOTAHlAL SEAL . S!illllJ.. '( f". GLE.vr-;iiG~.R. NOTAR'( PlJElI.IC CMHt:!EI BQltlugh, cumb~I":!.",1 CoU<liy ~ My Cnmm!li.;;loil If."p\l~(t M,;f(~h G, ~0'Ji) .~~~CiIJIIiIrf~~~~""~~~:~~ .sQ~~ B- OMB NO. 2502-0265 q;: A B. TYPE OF LOAN: 1DFHA 2.oFmHA 3.0CONV UNINS. 4. OVA 5. DCONV. INS. U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 6. ~~~~~r~~gR~LVA 17. LOAN NUMBER: SETTLEMENT STATEMENT 8 MORTGAGE INS CASE NUMBER: C NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement <!gent are shown. Items marked "rpoc}" were paid outside the closing; they are shown here for mformatlOnal purposes and are not mcluded In the totals. , 1 0 3198 (6645.5 LEBO. ELVAi6645.5 LEBO. ELVA/8) D NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Elva S. Lebo Kathryn L. Snyder Estate 668 W. Old York Road 48 Strayer Drive Carlisle, PA 17013 I Carlisle, PA 17013 G. PROPERTY LOCATION: H SETTLEMENT AGENT: I. SETTLEMENT DATE: 48 Strayer Drive Martson Deardorff Williams Otto Gilroy & Faller Carlisle, PA 17013 May 15, 2007 Cumberland County, Pennsylvania I PLACE OF SETTLEMENT 10 East High Street Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. MMARY F SE,'DE::S t<ANsA TlcN Ino GROSS 400. r.Rnss AMe 101. Contract Sales Price 155,000.00 401. Contract Sales Price : 155,000.00 102. Personal ProperlY 402. Personal Prooertv , 103. Settlement Charges to Borrower (Line 1400) 2,363.50 403. i 104. 404. I 105. 405. ! AdJUstments ror trI"m.c; I in advance VRnr.A 106. Countv/Twp Taxes 05/16/07 to 01/01/08 202.07 406. County/Twp. Taxes 05/16/07 to 01/01/08 202.07 107 School Taxes 05/16/07 to 07101/07 167.83 407. School Taxes 05/16/07 to 07/01/07 ; 167.83 108. Assessments to 408. Assessments to ; 109. 409. 110. 1/2 May Monthly Condo fee 58.88 410. 1/2 May Monthlv Condo fee 5888 111 411. 112. 412. ; 120. GROSS AMOUNT DUE FROM BORROWER 157,792.28 420. GROSS AMOUNT DUE TO SELLER i 155,428.78 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money - 5,000.00 501. Excess Deposit (See Instructions) 202. Principal Amount of New Loan(s) 502. Settlement Charaes to Seller (Line 1400) 10.979.50 203. Existing loan(s) taken subject to 503. Existing loanlsl taken subiect to ] 204. 504. Payoff of first Mortaage : 205. 505. Payoff of second Mortgage ; 206. 506. 207. 507. (Deposit disb. as proceeds) 208. 508. 209. 509. i Adjustments ror tems UnDaid Hv Seller AOlustments ror Items unaa/a HV Seller 210 County(fwp. Taxes to 510. County/Two. Taxes to : 211. School Taxes to 511. School Taxes to . 212 Assessments to 512. Assessments to , 213. 513. 214. 514. 215. 515. 216. 516. . 2'" 517. ,/ 218. 518. 219. 519. , 220. TOTAL PAID BY/FOR BORROWER 5.00000 520. TOTAL REDUCTION AMOUNT DUE SELLER 10.979.50 300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER: 301 Gross Amount Due From Borrower (Line 120) 157,792.28 601. Gross Amount Due To Seller (Line 420) 155,428.78 302. Less Amount Paid By/For Borrower (Line 220) ( 5,000.00) 602. Less Reductions Due Seller (Line 520) ( 10,979.50 '103 CASH ( X FROM) ( TO) BORROWER 152.79228 603. CASH ( X TO) ( FROM) SELLER 144,449.28 Th, cod""gc," he'~ completed copy ,t P'9" "2 ot !hi, '!atem.'" . ooy ,tta,hmoo" "".,,"" to h".io. Borrovver ~ Seller .A _ Kathryn L, Snyder Estate E __e 0 / ~ J:i./ B~a~ f:~ thryn Ann rtllne, Executrix f HUQ., (3.86) RESPA. H84305.2 , L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ 155000.00 @ 6 0000 % 9 300.QO PAID FROM I PAID FROM " Division of Commission (line 700) as Follows: BORROWER'S SELLER'S 701' S 4,675.00 to Wolfe & Shearer Realtors FUNDS AT FUNDS AT 762 $ 4,625.00 to Hooke, Hooke & Eckman Realtors SETTLEMENT SETTLEMENT 703 Commission Paid at Seltlement 9,300.00 704 to Rno. ITEMS PAYABLE IN CONNECTlnII.I WITH cnAIII 801. Loan Oriqination Fee 0.0000 % to 802 Loan Discount ~Ic, to 803 Appraisal >=ee to 804. Credit Report to 805 Lender's Inspection Fee to - .. 806 Mortgage Ins.~Fee to 807 Assumption Fee to . 80B. B09 810 811 90n, ITFMS R I BY I FNDER Tn Ri= PAin IN ADVANCE 901 Interest From to @ $ Iday ( days %) 902 Mortaaae insurance Premium for months to 903 Hazard Insurance Premium for 10 years to 904. 905. 1000. RE~i=RVFS DEPOSITED WITH I i=NDER 1001 Hazard insurance @ $ oer 1002. Mortaaae Insurance @ $ per 1003. CountvlTwD. Taxes @ $ per 1 004. School Taxes @ $ oer 1005. Assessments @ $ per c-r006 - 1a5 $ per 1007 @ $ per 1008. @ $ oer 1100. TITLE CHARGES 1'01 Settlement or Closing Fee to 1102 Abstract or Title Search to I 1103, Title t-xamination to - 1104. Title Insurance Binder to 1--' T to Martson Deardorff Williams Otto Gilroy & Faller 775.00 1105. Attorney's Certl Icate 1106. Notarv Fees to 1107. Attorney's Fees to (includes above item numbers. ) 1108. Title insurance to (includes above item numbers: ) 1109 Lender's Coverage $ 1110. Owner's Coverage $ 1111 1112 1113. 1200. GOVi=RNMI=NT RECORDING AND TRANSFFR CHARGFS 1201 Recording Fees: Deed $ 38.50; Mortgage $ Releases $ 38.50 1202. Citv/Countv Tax/Stamps: Deed . Mortaaoe 1% Transfer Tax 1.550.00 1203 State Tax/Stamos: Revenue Stamps 1 ,550.00; Mortgage 1% Transfer Tax 1,550.00 1204. 1205. 1300, ADDITIONAL SETTLEMENl CHARGES 1301 Survev to 1302 Pest Inspection to 1303. Tax Certification to Judy Campbell, Tax Collector 5.00 1304 Resale Certificate to Property Management, Inc. 75.00 1305. Final Sewer & Water Bill to South Middleton Township Municipal Authority Acct. #010090 49.50 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 2,363.50 10,979.50 BV "9""9 page. 1 af th" "atemoot, the "goat"", ,,"00"""9' "'''pI of a "mpl~\ pa;:- of IhO two page .latam,,, Certified to be a t,ue copy. Martson Deardorff Williams Otto Gilroy & Faller Settlement Agent (6S455 LEBO. ELVA I 66455 I.EBO. ELVA/8) ""';;'Il'V'",'1':W~ '7'" / : 5c~ a.te of Death: aluation Date: :cocessinq Date: 02/C3/2007 02/03/2007 04/18/2007 Shd~es cr Pa: secu~ity r:.esc: iption 1) 23344 CA~LISLE COS INC (142339100) CGrv1 New York Stock ExchanGe 02/02/2007 02/05/2007 2) 5002 FLEXTRONrCS INTI.. LTG (Y2573Fl02) OP.D The NASDAQ Stock MarkEt L;.C fl2/02/2007 02/05/20U"'7 3\ 11664 DOVER CORP 12600031081 COM New York Stock Exchange 02/02/2007 02/05/2007 4) 1712 EXXON MOBIL CORP (30231G102) COM Ne'~..J York Stock Exchange 02/02/2007 02/05/2007 Total. VallH=!: '0::31 Ac.::rual: Total: 52,722/667.68 This :B Estate Valuati.on Hiqh/Ask 83.84560 83.63000 11.71000 11.57000 50 92000 50.85000 75.79000 7S.88000 Y.3qe 1 Low/Bid 83.10000 H/L 83.16000 HiL 1.1.4680C H/L 11.1.1000 H/L 50.05000 H/L 50.0700e H/], 74.45000 !ilL 75.06000 H/L Sst~te of: Kathryn L. Snyder, EX Repo~t Type: Date of Death Numbe~ of Secucities: 4 File 10: Snyder: Kathryn L: EX Mean and/or Div and Int Security Adjustments [,ccruals Value 83.433900 1,947,680.96 it/ II . ,} ';9500 57,370.44 /I{ 50.472500 1i,2. 588,711.24 75.2950CD 1:1-5 128,90S,04 $2:72/... 667.68 so,OO Le.P'~:-t ',"as prc~~~:;8 w,;~~ t;~~.a ~~1:,=~ ~.../.s~:.~~,~~:1;~'::~. ,.'./.~,~ '.: E;.'. ~~.~.,~~...<.~,'.:~.Jl ~.'.ar"C i.cr~s & Pl~lcing SjS terns: Tue, r t YOu l,- ~ '" :"r~..r..r.t=:vp~)Y3"__'..."~I. :::e7:...si.~'Jll 7.Q.4j nave cp:es r. iens, : ~~-4> ~ KATHRYN SNYDER 1821 BASIN HILL BLVD. CARLISLE 174-05-1096 Redemption Date: 03/14/2007 17013- Transaction Number: 4319072033 Serial Number Series Denom Issue Issue Price Interest Earned Redemption Date Value 26662572 EE $100.00 05/1983 $50.00 $136.04 $186.04 tI~ .J Total number of bonds redeemed: 1 High Street Carlisle Office One West High Street Carlisle, PA 17013 (717) 240-4536 5c t+t- 1> t j/ 2- a Citizens Bank" Account Number 6140-825776 Account Title KATHRYN L SNYDER Date Opened 8/24/2001 Account Type Time Deposits Principal Balance as of DOD $25,510.36 Interest from Last Posting to DOD $41.01 Account Balance as of DOD $25,551.37 YTD Interest to DOD $105.51 50* f) /' t: j/J a Citizens Bank" Account Number 6100652513 Account Title KATHRYN L SNYDER Date Opened 5/112000 Account Type Checking Principal Balance as of DOD $19,702.16 Interest from Last Posting to DOD $.00 Account Balance as of DOD $19,702.16 YTD Interest to DOD $43.01 So i+f-p f j/ i a Citizens Bank Account Number 6245-539884 Account Title KATHRYN L SNYDER Date Opened 1/18/2005 Account Type Time Deposits Principal Balance as ofDOD $21,328.26 Interest from Last Posting to DOD $58.29 Account Balance as of DOD $21,386.55 YTD Interest to DOD $94.67 , . / ~ Sc.. tt E -D . . Estate 'v'a~Luatiun [ate. :~e2.th: 'Jalua Oil Da:e: ~:cce ir~g Da~e: Shares Sec'u:-i.tv DescriptlC:1 iL.gb./Ask o.r Fay .ff~ Low/Bcd :~5:J1~!n FOX CHAPEl.. PF. F.FEJ\'SCH erST G (1 BDS (351352HT9) Flnancj.a~ Ti~e5 Interactive Data DTD: 11/15/2002 Mat: 08/15/2007 2.45% 02/02/2001 99.22100 Mkt 02/05/20C: 99.22600 Mkt Int.: Q8/~S/2:J:.~~6 i..'_ ~ " 2 S :JCO G C BDS (20'7135::1(;6) CCNE78l-.GO !r~' SCH Flnarlcla2.. l'l.:res Dr;): 12/01/2002 CIS:' t".'''. Int~~active Data Mat: 09/01/2007 2.6% Int: 09!~;:!2006 ~v 02/03:2007 .j; (95SSS0SX5 ) ?5XO WEST READII.;c; P.~ E'ir;":;:i,,l Ti;itec. DTD: 12/01/~S!;J2 02/02/20CP,: 02/05/2007 G.O Bes Inte~actlve D~:a Ma~: 03/01/2008 2.9% Int: 09/0:/2006 to 02/03/2007 ';j 2S00C WAEP.EN cnT'~ FA SCr~ DTST G.O BDS (935187E86) FiIlancial Times Interactive Data DTD: 1] /15/'2D02 1113:: 09.../CiJ./200'~ 3% 02/C2/2CC7 (\2/05/200"7 Int: 09/01,2006 to 02/03/2007 :, '~ G.O SeE B (568655GU2l 2SJOC r-t';PION C':'F PA ;'.:r:~~. SCH CIST F.i,na!1::i-3..l T~_:n.::s l!";t.~ra(:ti.]e Da.t.a OTD: 12/01 '2002 ~~~: 09/01/2010 3.6% 02/02/208'7 02/05/20;]7 -. Int~ 09/01/2006 t.o C2/:C'3/2CJ~i 6 snooc CENTRAL DAUPHIN ?i\ SCH erST G.O. BDS (153300GZ5) F.~na:1cial 'rimes l.nte:C3ct.lve Data DTD: 10/15/1998 ~a:: 12/01/2018 4.5% C2/02/20Ci 02/05/20C7 Int: 12/01/2006 :0 02/0J/2007 32423.048 MTS GR,:)U=~ Frs 55'3:15'7'2133 PJ.. ~,~\jN BL":' I Muttlal F~nd (as qllot~d NA;:,_c:.';-Qi 02/02/2CCi7 Tot:il. ',..'a.l:"':':2: :'otal .!\"cc:c~al: Total: $563,758.51 Page 1 ThJ.s 99.13jQO r1kt 99.144 00 ~lkt 98. 99400 ~lkt 98.99700 Mkt 97.86B'JO Mkt 97.87000 t-1kt 99.73300 t.1kt 99.73300 Mkt lOl.5290G Hiet 101.52700 Mict IO,08000 Mkt Pk1tJCAstl .1Nt.VrAE. (A.5 ~ Estate Cof: Lee E. Snyder, Cc-T/A "A" Account: 329233605 Report Type: Date of Death N~be~ of Secutities: 7 File ID: Snyder, Lee E., Co-TUA - A Mean and/or Div and Int Security Adjustments Accruals Value ~ 99.223500 24,805.88 285;83 99.1'3:.500 24,784.38 274.44 98.995500 24,748.88 306.11 97.869000 24,467.2:. 316.67 ." 99.733000 24,933.25 380.00 101.528000 50,764.00 387.50 lO.080000 387/3!J4~32 5561,807.96 $1! 950 ._55 1 25; 3n.8l{ t ,CI St!. q3 5 gqJ ~<.kJ.7:3 '';35 ~rc~~~~~eW~;~t~~~"~~~=-~:'5~e~I~C~'~C~ 8~~) E~g:~36~1 ~~t~~~~~ 2~P;~~:~~g. SY~~:ef;i;~c 7. O~~) you have questions, -::-eport ! // J ~ . sC'\~ ~ l- U ',. \, LAST WILL I, LEE ELLSWORTH SNYDER, of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any wills previously made by me. I. I bequeath $25,000 to the First Evangelical Lutheran Church located at 100 East High street, Carlisle, PA, in memory of F:cherlt L. Filli.:ar::l ilIr.d Id.a :F'" li:L 11 i.iJl'i ,'lr.,!1 William E. Snyder and lHinr..ie lB. Snyder. II. I bequeath $5,000 to each of ~y nephews and niece, namely Wayne Hurley, Joan Drowsky, Stern Snyder and Ray Snyder, if they survive me. III. I devise and bequeath the residue of my estate of whatsoever nature or wheresoever situated to my Trustee hereinafter named IN TRUST nevertheless, to divide the same into two separate trusts, to be known as Marital Trust "AU and Non-Marital Trust "BU, respectively; to hold, to invest and to reinvest the same, to collect the income therefrom, to pay all taxes and other charges. that mlay Joe made pro,p,ern.y against the trust estates, and to distribute the income and principal thereof as follows: A. (1) . The corpus of Marital Trust "AU shall be funded with such portion of the residue of my estate as is necessary to reduce the Federal Estate Taxes payable as a \n \ t{j result of my death to a minimum, after taking into account '--..[ the value, as finally determined for Federal Estate Tax .." : ~ ~ y purposes of the interests in property passing to my wife, by operation of law or otherwise, which interests qualify for the marital deduction under the Internal Revenue Code, and taking maximum advantage of all credits available and deductions allowed against the Federal Estate Tax under said Internal Revenue Code, but only to the extent that such credits and deductions do not incr,e.3se deat;h t.a:(e:;: on IlIlY estate. (2). I direct that my Executor shall have the discretion to allocate the corpus of this trust; provided, however, (a) . Only such assets as are eligible for the marital deduction shall be deposited in this trust, and at the values at which they are finally included in my gross estate for Federal estate tax purposes; (b) . The assets to be distributed to this trust shall be selected in such manner that the cash and other property distributed will have an aggregate fair market value fairly representative of the distribut~~'s proportionate share of the appreciation in the value, to the date or dates of distribution of all property then available for distribution. (c). If any property of Marital Trust "AN is or becomes unproductive or underproductive, my wife shall have the right which may be exercised by instrument in 2 writing to require my fiduciaries within a reasonable period of tine to make such property productive of a reasonable income or to dispose of it and invest the proceeds in property which is productive of a reasonable income. (d). The fiduciaries hereunder shall have no rights, powers, duties, privileges or immu~ities which would disqual i fy Har i t,al Trust "'A" f r.om 1ll\ar i t.a 11. de.du.clt iion an..:! /3111 provisions .::>1f this will :s1"las11 ble 'cl:>rl::.tr~u.ed u.rl :!O\J1c:h, ml4,llllllt't and the powers and discretions provided herein or by law are to be as to assure compliance with Federal estate tax, marital deduction provisions of the Internal Revenue Code in this respect and any provision of this will which is incapable of being so construed or applied shall be inapplicable. (e). The decision of my said Executor shall be final, conclusive and binding upon all beneficiaries. (3). The Trustee shall pay over the net income from the trust estate to my wife from the date of my death, in quarterly installments, for the term of her lnatUlraD. lLit.e. (4) . In addition, the Trustees, in their sole discretion, shall pay over to my wife out of the principal of the trust estate, such sums as may be necessary to pay any medical expenses, incurred by my wi fe as a result of ~ '-"', rv accident, illness or emergency which may affect her. "-...f 3 . . (5). Should the total of the above sums fail to provide for the maintenance and support of my . J: w~....e, according to her accustomed standa~d of living at the time of my death, the Trustees in their sole discretion shall pay over to my wife out of the principal of the trust estate, such sums as may be necessary to p~ovide for her accustomed standard of living. "6~ . In addition to the above provisions, my wife shall have the power to withd~aw such amount from principal as she shall desire from time to time including the complete exhaustion of Marital Trust "A". (7) . Upon the death of my wife the Trustee shall payout of the principal of the trust estate the expenses of my said wife's last illness and funeral, if her own assets be insufficient for this purpose. (8). Upon the death of my wife my Trustee shall pay the remaining principal of Marital Trust "A" to such person or persons including her estate in such proportions in such manner and for such estates as she shall appoint by her will referring to the power of appointment given hereby. (9) . In default of such appointment, either wholly or partly, my Trustee shall payout of the unappointed principal of Marital Trust "A" any increase in '--I Federal Estate tax and Pennsylvania inheritance or estate ~ '-.../ taxes on the estate of my wife resulting from the possession 4 . . of the power of appointment given to her by the preceding paragraph and shall add the balance of Marital Trust ~AH to Non-Marital Trust "B". 9(a). The corpus of Non-Marital Trust "B" shall be funded with the balance of the residue of my estate. The Trustee shall pay over and distribute the income and principal of Non-Marital Trust "B" as follows: 9(b). During the lifetime .of my wife my' Trlustt.ee. shall pay to or for her benefit all the net income of Non- Hari tal Trust "B", quarter-annually or more frequently at the convenience of the Trustee. 9(c) . My Trustee shall pay her so much of the principal of Non-Marital Trust "B" as said Trustees in their sole discretion deem proper for her comfortable support and maintenance or for any illness or emergency which may befall her but no payment shall be made to her from the principal of Non-Marital Trust "B" until the principal of Mari tal Trust "A" is completed exhausted. IV. Upon the deat.ho f my wife the: r,eunaii.nin,g priLncip.aJ!. and any undistributed income shall be distributed to my Trustees to hold in trust but to pay the net income to my daughter, Kathryn Ann Hartline. V. When my youngest grandchild attains the age of ~ twenty-five, I direct my Trustees to pay the remaining " principal and interest to my daughter, Kathryn Ann Hartline, 5 and to each of my grandchildren, Heather Hartline and Jason Hartline in e~~a~ shares. VI. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipation of such beneficiary and the same shall not be liable to any levy attachment, execution or sequestration while in the hands of my Truste~ or Exec;:utor. VII. All estate, inheritance, succession and other taxes imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this will, shall be paid out of the principal of Non-Marital Trust B, after the setting apart of Marital Deduction Trust "A", as if such taxes were administrative expenses, without apportionment or right of reimbursement. I authorize my Executors and Trustee to pay all such taxes at such time as may be deemed advisable. VIII. My Executor and Trustee may retain any of the assets of my estate which come into their hands and shall invest and keep invested the principal of said trust estate in such manner and in such securities or other property, real or personal, and upon such terms and for such length of time as the Executor and Trustee shall deem meet and proper, V\ I.!...( 0......( 6 , , \ , , it being intended hereby to give unto the Executor and Trustee full and complete author~ty to hold, possess, :nanage, control, sell, convey, encumber, lease give, and execute options, invest and reinvest the whole and every part of the trust estate according to their sole judgment and discretion, without any limit upon their power and authority 50 to do, either by statute o'r 'otherwis'~_ IX. It Ir.IY ,d,aughter .:be.s n,olt s;U1rvi~111:: mle, tltll!~1'11 1 .d,e'vu:J.e my estate to the Trustees hereinafter named, in trust, for the following uses and purposes: 1. To hold in two equal shares for my grandchildren, Heather Hartline and Jason Hartline; 2. To pay the net income to or for the care, maintenance, support, education and general welfare of each child as the Trustee deems advisable; 3. To pay as much of the principal of the trust as the Trustee may think advisable for the support or education (inclu.ding college education, both graduate and undergraduate) or dur in.g illn,es5 o'r emergency to. p,ay to theml or to be applied for their benefit as the Trustee deems advisable; 4. To pay to each child his or her share of one- half of principal and accumulated income at age twenty-five ~ .....; (25) years. 7 " .. . 5. To pay to each child his or her share of remaining principal and accumulated in.come at age thirty (30) years. 6. In addition to all other powers authorized by law, my Trustee may retain any of the assets of my estate which corne into their hands. The Trustees shall ir.vest and keep invest.ed the principal Qf thE' trust est.a1te~ ~n :sl.Jch manner. and in 51.K:h securitil:-s c.r e,th.ex lP'['clp.ert'y" ,r'N,t ,;.r personal, and upon such terms and for such len.gth of time as the Trustees shall deem advisable, it being intended hereby to give unto the Trustees full and complete authority to hold, possess, manage, control, sell, convey, encumber, lease, give and exercise options, invest and reinvest the whole and every part of the trust estate according to their sole judgment and discretion, without any limit upon their power and authority so to do, either by statute or otherwise. 7. I appoint James W. Hartline and Farmers Trust Company to be t.rusteoes .olE trust created for my grandchildren. X. I appoint my daughter, Kathryn Ann Hartline, to be Executor of this my Last Will. In the event she fails to t) qualify or ceases to act, then I appoint James W. Hartline. '-< 8 . . , ' XI. I appoint my daughter, Kathryn Ann Hartline, and Financial Trust Company or their successor, of Carlisle, PA, to be Trustees of the Trusts under this my Will. XII. In the event that I am not survived by my wife, my daughter or grandchildren, I devise and bequeath my estate to the First Evangelical Lutheran Church in Carlisle, PA. XIII. 1 direct that tle.i tn.er 1ll'Y E:x.etcuto,r S rbo.r ml~' Trustees be required to file bond in this ,or any ,other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will this~~~ay of December, 1997. L~~ (SEAL) 9 'Scr+rf) e-- ... j/7 . - m M&fBank 499 Mitchell Road, MilIsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 March 5, 2007 Frances H Del Duca Attorney At Law 506 South College Street Carlisle, Pennsylvania 17013 R.e; Estate Qf: Kathrvn L Snyder ..._.._._. ---- Social Security: 174-05-1096 & changed to 45-6151429 Date of Death: February 03. 2007 Dear Sir or Madam: Per your inquiry dated February 20, 2007, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 847542 Ownership (Names of) Kathryn L Snyder "' Lee E Snyder * Opening Date 07/01/87 Closed 02/09/07 Accrued Interest $1,181.19 $ 0.00 Balance on Date of Death Total $1.181.19 Please be advised, there was no safe deposit box found for the above decedent. * For further account mfoiniiitiOii, regarding owne-r'ShIp; CIosures-1mdforrelnIDurscmcnt uf funds, ek., vleasc can the High Street Carlisle Office # 717-240-4536. Sincerely, Nancy Clagett Records Management FEB-25-2007 21:44 Pt-lCBFtI-l< Se~'O f jj 1 412 768 3458 .. , ," . ~J a PNCBAl\K February 26, 2007 Frances H Delduca Attorney at Law 506 South College St. Carlisle. PA 17013 sop R.E: ElItate of Kathryn L Snyder (Deceased) SSN: 174-05-1096 DOD: 02-03-2007 Dear Sir or Madam: In response to your request for Date of Death balances for the customer noted above, our recQrds show the followina: Certitlcate of Deposit ACOOUIlt #31800201940 Established 11-10-2000 KAlHRYN 1. SNYDER DOD balance: $75,021.23 + $15l.48 accrued irJterest Please note that this office only provides date of death balances for depoSlt accounts (lRAs, CDs, Checking and Savings acco\mts). We do Dot process 8Y fblaDdal transactions or provide statements. ff you need assistance with any of these items. please call 1-888-PN(:-BANK (l-888-762-2265) or stop by YOut local PNC Bankoranch office. Sincerely. ~ .:1. L../ /. .--/ Erica L Schlegel . - ~ "-'~<- 1-800-762-1775 P7-PFSC-04-F 500 Fint Ave. ?ittliburgh P A 15219 Member FDIC P. B1/01 TOTAL P.12l1 Fax Transmission 2/26/2007 4:26 PM PAGE 2/003 Fax Server .. .:x: -t1 ~SD t /' .' jJ I:J , . " "-' 5etlfD ~ ilt( --. -'\".~ - 'W'AcB.U9I.&. Reference ill: 1948756 Wacl10via Bank N.A. Balance Confumation Services POBox 40028 Roanoke, VA 24022-7313 February 26, 2007 FRANCES H DEL DUCA (506) ATTORNEY AT LAW 506 SOUTH COLLEGE STREET CARIlSLE, PA 17013 SUBJECT: Verification / Confinnation of Account and BalaD~e Information prOYided for: Customer: KATHRYN L SNYDER (SSN# 174.05-1096) Date of Death: February 3,2007 AccC'Ilnt Account Type Number Deposit Aceount InflJrm!!.ti2! Dille of Death A vetage Date Maturity Illtelest Accrued YTD Date BalalK'e Balance- OpeJlfd Date Rate Inlece&t lD.lerest Paid Clcs6j $52,046.08 815'1999 3/512001 $140.07 1145.66 CERTIFICATE OF DEPOSIT 24'1412050800189 LEGAL TITLE: KATHRYN L SNYDER To close accoullts/transfer fu.nds, contact a local branch or send a written request with death certificate, legal papers and a list of acCOUJll(S) which need to be closed. Wac.bovia Bul:: Attn: CouespoadlUlce NC-8 502 POBox 563966 ChBrlotte, Ne 28256 CERTIFICATE OF DEPOSIT 247412054087359 LEGAL TITLE: KATHRYN L SNYDER ITF HEATHER ANN HARTLINE $39,233.03 9 In /1987 4/17/2007 S7S.22 $122.42 . Du e to system Ii.m.ilalioll5, we can only provide a twelve IDOIIthlVernge balance on depor;1tory aCCOUnl&. ,-,, _"'- E '"-,~...~ f J.. ..-.o:r~ rr:.v.L.. -VVW~VV~ A Q^ lOJ~.I,." w..... ..- I~....". .. ..' ,,41 .;- 5Cft-YD ~ if I Allstate Life Insurance Company P.O. Box 94212 Palatine. n... 60094-4212 Telephone: (877) 499-6418 Facsimile: (866) 635-4523 ~Allstate. FINANCIAL March 1, 2007 Shawnee Smith M & T Securities One West High Street Carlisle, P A 17013-2951 Re: Contract No: Kathym 1. Snyder GA0751944 Dear Ms. Smith: We have been requested to complete IRS Form 712 with regard to the above referenced contract. The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract). This contract is an annuity contract, which is not reportable on IRS Form 712. The following infonnation is provided for estate purposes only as of the date specified:. . Date of Death: Annuity Value'" as of Date of Death: Cost Basis: Named Beneficiary: February 3, 2007 $ 60,241.21 $ 60,000.00-,. Kathryn Hartline +The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender Charges. If you have any questions, please contact our Customer Care Unit at 1-877-499..6418. Sincerely, Nicholas Ralph Sr. Claim Examiner ~ ~EP-21-2007 09:47 From:SEC. 8ENEFIT .. . . " 7854383889 To:717 258 4940 Sc~oG- ./? ..L. P.1/1 .,,:,'~~.~. ~1;;(:~~fIt.CC1m ..aoo.6M2~' ~." .;..'....'....~~ .. ....... ,''',',. :'\ ~~~(~ SeCURITY BENEFIT- jj~ SepBntEr 21, 2007 FJ8laB DelDuca Fax 717-2.$4940 SiJjed: Ca1trid7053001367 K$hyn l snyder OBI' FriflCES OeDuca: ;' weare writing conoemin9 a recent call from Kathryn Hartline. SheasltllC1 hit we fax t) you 1he infom'laDon telOW. TheilXXUlt vakJe on theat:oteCDntra:! 00 FebnJary3, 2007was$310,517.7G. If yoo l"EMJalyQ.lElStiOr$, Qr needack:titic:nal informaliCl1;,pleale(J;lll;;;d Cl,Jr NalioMI ServiceO:!nWat 1- 800-888-2461, or "iSit the 'M!lb Sie aIXWe. Our service tej:lI'eser'Itv.IeS are avai lab Ie 10 EiSt you from 7:00 anlD 5:00 pTI Central SIl!ncB'd Time. )\ One 3P.:llr1ly atirelt PIare . T~a, KanSllS 56636-0001