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Home My WebLink About12-06-07 ~ .. ...J . 15056041114 REV-1500 EX (06-05) OFFICIAL USE ONLY County Code Year PA Department of Revenue Bureau of Individual Taxes PO BOX 280801 PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT "'D@V Date of Birth 179-12-5339 Decedenfs Last Name 05142007 Suffix 12171922 Decedent's First Name MI BONAWITZ (If Applicable) Enter Surviving Spouse'. Infonnatlon Below Spouse's Last Narne Suffix ALVIN F Spouse's First Narne MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW m 1. Original Return D o 4. Umlled Estate 0 m 8. Decedent DIecI Testate 0 (Attach Copy of Will) o 9. lItigaIlon Proceeds Received 0 2.Su~wIRewm o , o o o 3. Remalncjer ReU'n (date of death prior to 12-13-82) 5. Federal Estate TIX Return Required 48. Future Inte_ Compromise (date of death after 12-12-82) 7. Decedent Maintained a Uvtng Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death b8tween 12-31-91 and 1-1-95) 8. Total Number of sate Deposit Boxes 11. EIecIlon to tlIX under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS 8ECT1ON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Narne Daytime Telephone Number ROBERT M. FREY Firm Name (If AppHcable) 717-243-5838 ,..." City or Post OffIce CARLISLE State ZIP Code ;?= -""' :::0 cD-o . 'r~ ...... . '::r: '- .I -;j ):> r- I.;;' ~ gj :.:: (/) ^ ':":"J (") 0 C)OI1 0<= c :0 DAii~D 5 SOUTH HANOVER STREET Second line of address -0 ::z: .z::- .. .:0 ""-j ,-'I f'he) Ci) 0 - ::0 ~::L~ CJ rTlrTl :::D CJ CjO -n =R ~O ;=rTl 0., C) '-n ~i REGeSTER FREY AND TILEY First line of address - PA 17013 ADDRESS 109 MERRILHILL RIVE, CARLISLE PENNSYLVANIA SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE 1.. rJ. . ~sg~R' STR2, CARLISLE PENNSYLVANIA PLEASE USE ORIGINAL FORM ONLY 11'1: I Of] Side 1 L 15056041114 15056041114 -.J % -:.I . 15056042115 REV-1500 EX Oeced8nt'aName: ALVIN F BONAWITZ RECAPITULAnON Decedent's Social Security Number 179-12-5339 r 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 1. 31970.00 2245409.00 2. Stocks and Bonda (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorshlp (Schedule C) . . . " 3. NONE 4. Mortgages & Notes Receivable (Schedule D) . . . .. . . . . . .. . . . . . .. . . . . . . . .. 4. NONE ~ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . .. 6. NONE 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested . . . . .... 7. 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 73811.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . .'. . . . . . . . . " 9. 85255.00 2436445.00 122186.00 3249.00 125435.00 2311010.00 10. Debts of Decedent, Mortgage Uabillties, & Liens (Schedule I). . . . . . . . . . . . . . . 10. 11. Total Deductions (total Unes 9 & 10) . . . . . .. . . .. . . . . . . . . .. . . . . . . . . . . .. 11. 12. Net Value of Estate (Une 8 minus Une 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 V.ue SubJect to TlIX (Line 12 minus Line 13) . . . . .. . . . . . . . . . . . . . . . .. 14. TAX COMPUTAnoN - 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.O L 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Une 14 12 taxable at sibling rate X . 18. Amount of Line 14 taxable at collateral rate X . 15 0.00 2311010.00 15. 0.00 83745.00 15000.00 48750.00 147495.00 1861010.00 16. 125000.00 17. 325000.00 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FlU IN THE OVAL IF YOU ARE REQUESnNG A REFUND OF AN OVERPAYMENT CiJ SIcIe2 L 15056042115 15056042115 -.J REV-1500EX Page 3 179-12~5339 , . Decedenfs Complete Address: DECEDENT'S NAME LVIN F BONAWITZ STREET ADDRESS File Number 21-01'-0509 DECEDENTS SOCIAL SECURITY NUMBER 179-12-'5339 109 MERRIHILL DRIVE CITY CARLISLE STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 147495.00 149286.50 7857.18 3. InterestlPenally if applicable D. Interest E. Penally Total Credits ( A + B + C ) (2) 9648.68 TotallnterestlPenally ( D + E ) (3) 4. If Une 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. FIliI" oval on Page 2, Line 20 to request a refund. (4) 0.00 9648.68 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. (5) (SA) B. Enter the total of Line 5 + SA. This is the BALANcE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: ~ No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u [R] b. retain the right to designate who shall use the property transferred or Its income; . . . . . . . . . . . . . . .. D [R] c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [R] d. receive.the promise for life of either payments, benefits or care? . . . . , . . . . . . . . . . . . . . . . . . . . . . .. D [R] 2. If death OCCUrred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [R] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. D [R] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate prQperty which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 [R] 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}J. 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 (O) percent [72 P.S. ~9116 (a) (1.1) (Ii)J. The statute does not exemD' 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 ofthe child is zero (O}percent [72 P.S.i9116(a}(1.2)J. The tax rate impbsed on the net value of transfef'$ 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}J. The tax rate imposed on the net value of transfers to or for the use of the decedenfs 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 cornmon with the dElCleCl8ntwhether by blood or adoption. 217 . REV-1502 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alvin F Bonawitz 21'()7-0509 A111'N1 property owned ~ or IS a .....nt In common muat be ~ at fair marbt value. Fair mar1<at value II deIIned II the pr1<:e at which property would be exchanged betWeen a willing buyer and a wlIlIng HIler, neIIher being compelled to buy or Hll, boIh having reasonable knowledge of the relevant facta. Real DrOIl4Ifty whIc:II Is joIntIy-owned with right of aurvlvorahlp muat be c:II8cIoud on SchtcIuIe F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Real Estate, Peny County Tract. 126.34 Acres in Spring Township on Pisgah Mountain 2007 "Clean and Green" 72 P.S. 9102,9122 VALUE AT DATE OF DEATH 31,970 TOTAL (Also enter on line 1 R tion) $ (If more space is needed, insert additional shed of the same size) 31 970 . . Perry County Assessment Office County Veterans Memorial Building 25 W. Main Street, P. O. Box 37 New Bloomfield, PA 17068 (717) 582-2131, Ext. 4115 (717) 582-5162 (fax) 808rd of Aaesament AppMls John J. Amsler, Jr., Chttirman Edward R. Kennedy W8fT8n R. Van Buskirk ChIef A....SOt' Randy Wegrgoner, CPE Solicitor WIll/am Bunt BONAWITZ, ALVIN F. ETUX 623 GLENDALE STREET CARLISLE PA 17013 CHANGE OF ASSESSMENT NOTICE - THIS IS NOT A TAX Bill- DATZ of BOTICBI .~.r 1, 2005 Di.trictl 2.0 - 8PaIRQ TOw.R8KIP' School. . 1 WBS'1' PBJUty SJ) Location 1 617 PI8GAB ROAD Parcel Identifier: 240,163.00-063.000 '1'AXABLB New ANeaaed Valu. 145,160 720 145,880 ClNn and GI'Mn Valun Land 31,220 31,220 31,250 Buildings 720 720 720 TOTAl 31,940 31,940 31,970 Ba*,ye8tfnarltetvaJue.~.ofJarrJJ8iy 1,2000. Pre-dfjtermlt1f1d ratio /8100%. .' OIHn.tInd'GrHt'I Y81".~eeff8ctlV8. only. upon appllcatlcin ancfappl'OY8l. All' . 8PPtICitflOni mUStbt ~by-'Asse8am8rit0ffiC8 by 4:00 p.m. on June 1 of each ye8i"~..e ~~fotkr-'lngytllll'.' .~ prev/oIMIy approvNfOretNn and HGtNiJdOnoflHliedtoH... ....... ..' ". ..... . . Land Buildings TOTAl N4tw B... Vear Market Value US,160 720 1.0&5, B80 Old AuMaed Value 145,160 720 U5,B80 Land 8i......1 126.3. acr.. Property '1'yp.1 AD Agricultural OUt-Building. CUrr.ntly BDrol1ed in Clean A areen 1UU.SOR POlt CBAHQB: ACT 235 CLBAH &: QJt.BDt CKAHCa Bffective 2006 county/Twp/Boro Effective 2086-2007 Schoo1 Control No: 00518200 COURTHOUSEONLINE. COM PASSWORD: PRABVJKZ th~~~iit~~~~~In~~=.~~.:n~~;ilaO:.O~~-' .'ap~lmustLl6<fJl~lrrWl;tmgWfthirf40 d." ~m:th.~of ~1\i$.notICe:; The notiCe of appeal mustspec:fflcanydesignate.th8 parcel number(s) iifquestiOn and your Sddress so. that the notice' of the t!meal"ldf~orrof'the appeal hearing maybe sent to You; Appealforrns and appeal rules and .regul8tiOns':maybef6uhdal tlie above web site or at the Petry CoUntY ASsessrnentOffice, County .. \fetera~s""emOriaIBuilding1 25 West Maln Street, P.O. Box 37, NewSloomfield, PA 17068. Internet AccnsIRevlew: If you would like to review this parcel's description and property record, you may do so at no cost by accessing courthouseonllne.com. Select your county, click on Assessment OffIce, and then Property Records. At the MY Property box, enter your control number and Intemet password from above. Once you have accessed your property, you may provide feedback notes to the assessor for informal review purposes. QUESTIONS? Property owners may call an assessor at (717) 582-2131, extension 4115. Calls will be taken from 8:00 a.m. to 4:00 p.m. Additional information is available at the web site. *PJease be aware that Perry County will be generating INTERIM BILLS on January 5, 2006'"' 217 REV-1503 EX+ (6-98) & COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN R DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Alvin F Bon~ FILE NUMBER All property joIntly-owned with right of aurvlvorahlp muat be dlaclOMd on Schedule F. :- ITEM NUMBER 1. DESCRIPTION Oppenheimer & Co.. Inc. Account #A09-0032192 Tyco(10.4018h@32.43) Morgan(12.487sh@10.30) Eaton Vance Muni Fund(1, n6.358@11.90) Eaton Vance 4(27,204.458@11.90) VALUE AT DATE OF DEATH 810,792 2. Putnam Tax-Free High Yield Class A, Account #A81-1-500-0492663149 386.938 (29.627.755@13.06) 3. Tyco International Ltd (20.401 sh@32.43) 661.604 4. The Vanguard Group, Account #99978900398, Fund 5n 349,723 ( 3O,976.317sh@11.29) 5. Sprint Nextel Corp FON, (75Osh@20.445) 15,334 6. A1rrel Corp, (74sh@65.44) 4,843 7. Alrrel Corp.,(157.57645865.44) 10,312 8. Embarq Corp., (27sh@64.25) 2,3n 9. Windstream. (237@14.71) 3,486. TOTAL (Also enter &n IfNI 2 RecaDitulation\ S (If more space is needed, insert additional sheets of the same size) 2 245 409 . \ 2i . -wl~r ~~~~! BI':::i .. .. ... M t< -- --... _... w- II ~t& > itetlt1 ~t'F!~ ..,.. Al.I\5w b.:l. w ~ ~. .;t1igll:i1 . ~ " .' Ei.~~E;S~ ~ ~. > t"l ., 111......lVoJV.J I. VUl.t VUI. u~~~~n~ nUfUif fiil lr~ r u ~! [ ~i iD ~ IJ r . -wlir ~e:)!~9Ig~ .. t1~. ii' ....< --I. w-i R~' Ii I) 0 ....,.., i~ ::s' II .8. i r. . I .. g !S ~ = ii I=':" !Ri!!I ~~wP \O~...t.:t n!~ i ~t!;~1 ~ k ~ ~1~1 . I , , ~.. " ~ JUL-2D~2do7F1L 1: 14 PM ORRSTO rN STONEHEDGE 17172490905 P. 00l/002 ORRSTOWNBANK A 7ratlaWtm oJ".u.w. . ~~~ ~StnIIt . ShJppenlblq, PA 17257 lNVESTMBNT SSlVICBS BtId1ey S. 0er1ach. V.P. Tel. (717)240-0103 COMMBRCIALLENDINO Jeffrey s. Gayman. V.P. Tel. (717)240-0802 auSJ'Nass D!VBLOPMS;NT OPFICBR Paul Baynum." V.P. Tel. (717)258-5170 ~MMBRCIAL RBLA nO'NSHtP MANAOBR Mindy M. Jonel Tel. (117)243-2165 LBNDINQ SERVICES OFFICER Lots Ann Sollenberger TBL. (7J 7)245-0237 427 VmlleDr., Clrlisle, PA J7015 Pax (711)249-0905 m ~{J~ ~ PROM: p, ~~ G~c..Jr.t.N l DATE: 7" Z-,u, S'UBJBCT: D.0J lJAt..6fIll.... A B~v,'"Z- This traDImIttaI of ~ pIpS. iDChadina this cover pep. Au~ 7 's P Lfla 1 ( CAto... ". . I CONJ'D)&NTI.ALITY NOTICE: Th1a facsimU. may contain confidential infonnation, which may be leptl)' privilepd. ad i. inteDded only fortbe use oftbe iDdlviduaJ or adcf1'e--<.) named above.. .If YOIIN DOt the iateaded rocipi1qlt. you are hereby DOtified. that any dillclolUrt, copyin& .di8Uibution. takiDa or any ICtiOD in roJiIDce on the COIttofttl ortbll ttanamftsian is stricdy prohfbited.' If you have received 1hiI trIIJImiation in error, pleue notify UI immedilte1y by telephone (7J 7.:U5..(237) 10 that we OlD Il'I'ID&e for the return ortbe documents at DO cost to you. Thank you. i. .eUtel ----..-...._- ". - . - . .. . . . . . i 005532 {omputershare Computershare Trust Company. N.A. 250 RoyaH SlIeet Canton Massachusetts 02021 Within the US. Canada & Puerto Rico 888243 5445 OutSide the US. Canada & Puerto Rico 312360 5126 www.computershare.com + Al VJN BONAWITZ 109 MERRYHiLL DR" CARLISLE PA. 17013-6937 1".'11",111",',; ,11,',1"11"1,',",11,1,"111,,,1.1.,,,1.11 . Holder ""-t NlIIJIber C 0000320226 IND 11111.1.. SINITIl CIItIIlId Symbol VII AT oo.csn..._ItI'S.t)f..^l1_~t:\lI'I_l~~.l~11I1 AU TEL CORPORATION. Statement of Holdings ELECTRONIC IS THE WAY TO GOI Clln1pIJtershn oIfers you an easy way to make Ufe simpler and more ellicienl Enroll in Investor Centre to lICC8S8 your lICCOlI'It information online and request to buy or sea shanes anytime, from anywhere in the worldl Yau can also update your 8ddl8SS and request V8rious forms. To register, simply visit WWW.computershare.comIUSIreglsier. Dividend Information Holder Account Number:C 0000320226 Record Oate I~::-I Class OeIcrlptlon I SImwIUnb Pertk:lpatlnllln I DIvidend Reinvestment DIvidend I Grou I Taxn I Net Rete ($1 DIVidend (S) WIthheld (S) DIvidend (S) O1SepZOO7 O3OdZ007 Canman 156.llO2369 0.125OllO 19.75 19.75 Transaction History From: 01Jan 2007 To: D4 Oct 2007 Date Tl'II1ll1Ct/on Description I TAmount/'lIllllCtion(S) I ~: I DedUctloT n I Am ntNet($11 ~::J'.: I Tl'IInn:, S~:: (51 ype ou (S) Shlll'lllUnllJ Held Plan TlInI8c:lIons I:llfp.Cammon SIoct 01 .!In ZOO7 ~ FGIWlIId 03 ./In ZOO7 DlwIdend RliIIMIIlmenI 28.83 03 ~ ZOOT 0lIIdInd FlIIIMIlmenl 2a.a9 03 JuI ZOO7 0hldInd ~ 28.95 03 Cd ZOO7 llIvIdeftd ~ 19.75 Summary of Holdings Date: D4 Oct 2807 CtrtHIcItId I DIrect Registration/I. DIvidend I Total I Closing PrIce I Shlll'lllUnllJ Book ShnslUnlts Rlinvestment Shal'llllUnlts Per Shll'8lUntt Held By You ShefIIIUnIlJ . . (SI O.DOOllOO 0.000ll00 158.283481 158.283467 70.140000 0.03 ~PIldFea 0.03 CcJn1I PIllI..... 0.03 CcJn1I PaId ..... 0.02 CcJn1I Paid Fell 28.83 28.89 28.95 19.75 61.932alO 62.679800 17.971900 7O.260Z00 0.465505 0A60914 Q.425911 0.28109ll 156.650039 157.115544 157 .57ll458 --l58.l1ll23ll1i 156.283487 Class DescrIptIon Drip-Common SIoct Value (SI 11.102.00 . 43UDR AT L + 001aM0005 lIllIl5M ..... ..lmportJnll'lllW:Y NOTICE on _1IdI D11l1l1n1111l Optional Cash Purchase..... dIIIcIIlhIs portion 1IId....1o Iltllldrla II-. belilw. If you wish to ... III opIIaneJ CIIII pun:h-. at tis time, pIeue ...... your check JIIYI/IIe to ConlpuIershft No IIIlnI /lIlly cbecb 1811e1CCllpted. PIB8se wrtle yaw Hmdet Aa:ourc NIInber Ind Ihe CampII1y NIIlle on yaw chIIck. This bm stN:J OHLY be US8d far AU. TEl CORPORATION. The encIoeed cortiJuIon wit ONLY be IIppIIed III IltICCOUn\ I8fel8nc8d 10 IhI rtghL -......'" 1$. I The plan ..... lor I .........1II1lIlII1I II SllO... llIlIldnun -.nl II 125.000 1lIr....... ALL ll!L InvnlI GPIllIllIICIIIlIllYll1RS.... III TIIndIy. ... ~ dIy .llIIIIlobdlng dIy. ... wi be imnIIct 0II..1I8lIl....".. dIy. PcEASE NOTE: NolIbtian 1118ClIipI of'" wi nalbellllllert D you. No inIImlwl be PIId Ill"""" hIId PIIdlg pIId8a Holder MIme: AlYIH BONAWITZ Holder Account NlIl\ber C 0000320226 IND 1.111......... 1.11.,1111,",111,111111.1.111111,"11.",111111,11111,,1,1111 Computershare P.O. Box 6006 Carol Slream,lL 60197-6006 DDOOOOOOOATL SPPl C 000032022b. ;''':''J~...f;'.<. . WSj.com Stock Charting for WIN 12/03/200702:11 PM Date 5/14107 Price High 14.71 14.8 (NYSE) U.S. Dollar Low Volume 14.66 4.312,800 15.00 No Splits . 14.~ . ,. '.. .".,'".:., May JurI Get another quote any day after 1/2/1970 1mo 2mo D ~ .m ~ ~ Symbol: l 1/2/1970 I Date: r 5/14/07 I. Copyright C 1999-2007 BiaCha~ ~ Inc. All rights reserved. Please see our Terms of Use. HlslorIcaI and CUlT8nt end-of-day datil provided by FT Interactive Data. t ' I J ~ ~i ll! , rl(~ ("~ r: ~ Copyright C 2007 Dew Jones & Company, Inc. All Rights Reserved http://www.blgcharts.com/custom/wsjle/wsjbb-hlstorlcal.asp?symb_WlN&sId-863O&rclose_date-S/14/07 Page 1 of 1 ~II mlll~111111I1I1111111 mllllll~1 mu 1I11~IIUII ~in~tream'\N to mputershare +' 000008 Computershare Trust Company. N.A. 250 Royall Street Canton Massachusetts 02021 Within the US. Canada & Puerto Rico 800-697-8153 Outside the US. Canada & Puerto Rico 312.360-5207 www.computershare.com ALVIN FBONAWITZ JR & CATHERINE MAE FOUGHT EX EST ALVIN F BONOWITZ 109 MERRIHILL DR CARLISLE PA 17015 1",III,ullllll'IIII,I,I" 11"1,1,11I11,1,11111",1,1,,, ,I,ll W1NDSTREAM CORPORATION is illCOl'pOl'ated under the laws of the state of DE. Holder Account Number C 1100178598 11- Company 10 SSNITIN CertIfied WIN Yes WINDSTREAM CORPOAAnoN,- Qirect'Reglstration (PRS) Advice . :: .".. ~ . > . . '. ... ~ Transactlon(s) Date . Transaction Dl8crlpt/on I Total I ShareslUnlts CUSlP I Class Description 04 0cl2007 Transfer 237.o00ooo 97381W104 COMMON ' Account Information: Date: 04 Oct 2007 (Excludes transactions ".ndIng setttement) CertJftcate Balance Held by You Current Dividend I Reinvlltment BIIance Current Direct I I Reglatratlon Balance Total ShareslUnlts CUSlP I Class Description 0.00 0.o00ooo 237.o00ooo 237.o00ooo 97381 W1 04 COMMON IMPORTANT INFORIIATION RETAW fOR YOUR RECORDS. ThIs 8dvIt:e is your reconf d tle IhR DneIdIon 8lrec:Ing your ICCDlIlt en the boob of the ~ny as pert d tle Direct RegisInItIon System. It Is nelIler a negoI8bIe'~ nor a liIculty. and d8IveIy d lhIs IdvIce does not d iIlIeIf ccnfer any rlghls on the recipient. It should be kept wIIh your important doaments as a reconf of yeLl' llWl1llrIhlp d IIese shanlS. No action on your part Is required. If your pIIn .... you can deposit your existing C8l1IIicaIllI, seI or request a CII1ItIc8Ie. or transfer your book entry shires. Upon nlqlIISI, the Company will fumiIIh to any slwlhoklBl; without chsge, a fuI statement of the dasignations, rlghls (1ndIdng _ lI1der any ~s Rights AgIeement, if lily), prefere,.... II1d IiTiIatIcns of lhe ... d 88dI.cJass and series au1horir:ed to be Issued. and the auIhorlty of the Board of Direcb's to divide the shares inlD serfes and to deEnni1e and change rights, pIeIerencei and ImiIIIIIons 01 any class or series. Assets are not deposils of CornpuIn/1are and are not Insunld ~ the Fedei'lII Deposit Insurance Corporation, the &mIties Invester Protection Carporation, or any otheI' federal or stnI agency. . 40UDR WIN + nn.~^",^", ,....."... .__~. ._.._..........._..._.~_ 'C. .';' 'l:...ij!i:t'"'';''''' WSJ.com Stock Charting for EQ 12/03/200702:10 PM Date 5/14107 Price High (NYSE) U.S. Dollar Low Volume 64.26 64.43 63.4 756,500 64- 62 60 58 No Splits Symbol: t 1/2/1970 I Dete: 15/14/07 J. ., .....,.".".. ..... .,....,....., May Jvr\ 1mo . 2mo D ~ m ~ ~ Get another quote any day after 1/2/1970 Copyright C 1999-2007 BiaCharts com Inc. All rights reservecl. Please see our Terms of Use. HIstorical and current end-of-day data provided by FT Interadive Oata. Retire ifl ~e style you,d.like... Copyright C 2007 Cow Jones & Company, Inc. All Rights Reserved http://www.blgcharts.com/custom/wsJie/wsjbb-hlstorical.asp7symb_EQ&sld_8630&close.date-S/14/07 Page 1 of 1 ~ . EM8ARQ" DIRECT. REGISTRATION STATEMENT UMB BANK, N.A. SECURITIES TRANSFER P.O. BOX 419064 KANSAS CITY, MO 64141-6064 1-866-591-1964 (Choose Transfer Agent Option) '11111'111"'1111'1111'1'11" 1111'" J 111.1111'1'111'1'111.'.11 ALVIN BONAWITZ 109 MERRIHILL DR CARLISLE PA 17015-6937 ClJSIP:29078E105 ACCOUNT: 00020128989 SOCIAL SECURITY NUMBER: ON FILE I . i FOR MORE I"ORMATION, CALL THE TOLL FREE MaER ABOVE PLEASE VISIT OUR WEBSITE AT HTTP://SHAREHDLDERVIEW.UMI.CDM . ~ . t i STATEMENT DATE: 10 OZ Z007 TRANSACTION DATE TYPE O:rTRANSACTION BEGINNING BAlANCE 10/01/Z007 SHARES DEBITED NET AMOUNT PRICE PER. SHARi SHARJ: AMOUNT 37.0000 TOTAL SHAREs 37.0000 0.0000 tl ii BALANCE AFTER LAST TRANSACTION: BOOK-ENTRY SHARES: 0.0000 TOTAL SIIARES: o . 0000 This confumatiOll is your record of the securities trauuetion ldfecting your account on the books of the Depositary as part of a Direct RegiJ1ration System (DRB). It Ibould be kept With your important cIocumen1s as a reaJn:I of your ownership of theIe securities. To the extent applicable, this compl8fllll any trlDsactiOJl that you initiated. This confinnatiOJl only includes activity for the shares hold in your DRB IIl:COUJ\t FINANCIAL INSTITUTION INFORMATION - Applicable to Transfer to and from broker only: Your BrokerlDealer: NOT APPLICABLE Your BrokerlDealer IDNO: Your BrokerlDealer Account No: Detach here: . Detach here: ~ IiMBARQ- ACCOUNT: 00020928999 EMBCM EMBARQ ALVIN BONAWITZ 109 MERRIHILL DR CARLISLE PA 17015-6937 TRANSACTION REQUEST FORM a: lL MAIL TO: UMB Bank, aa. f PO BOX 419064 Kansas City, MO 64141-6064 No actioll is required Oll your part U1Ilus you wilh to ifIiIiak Oft, of the foUowiltg VtuUactiOflt. IIwe hereby authorize VMS Bank,n.a. to comply with the foUowing instructions. (Mark the box below if you wish to seU shares] [ ] Please sell shares (to sell all whole and fractional shares, write "all") and send the proceeds of the sale to the address shown on the registration. NOTE: A sale transaction in excess 0[$10,000 must be accompanied by a Medallion Signature Guarantee. The shares will be sold Wlder the terms and conditions of the DRS Sales Program. If you wish to tnnsfer your shares to your broker /bank, please instruct them to initiate a profile tnllJac:tion to tnnsfer the shares from your DRS account to your brokeragelbaDk account. I D i II I IIIIII ALl. AEGISTER&D OWNERS MUST SIGN AS SHOWMON AEGlSTRATION Affix Medallion Guarantee StImp DAYTIME 1'a.IfIHONEHUMIII!R 217 REV-1S08 EX+ (6-efl) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDEtfT DECEDENT ESTATE OF Alvin F Bonawitz SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-07-0509 ITEM NUMBER 1 Include the proceeds of litigation and the date the proceeds were received by the estate. All -owned with r1aht of survlvorshlo must be disclosed on Schedule F. DESCRIPTION Orrstown Bank, Checking Account #106001882 VALUE AT DATE OFDEAlH 66.805 2 2004 Polaris A TV 500 3 2002 Ford Ranger 3,775 4 Boat 2,000 5 Boat Trailer 200 6. Refund, Commonwealth of Pennsylania, 2006 Taxes 531 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 73.811 Kelley Blue Book - Private Party Pricing Report - Ford, Ranger .~~ adveltisement ~ aJCK & GO BEFORE YOURS IS GONE. .' CHEVY MODEL YEAR EN' 08/08/200703:22 PM ~.,... ~ ' t"-.--...........,,.fjii, ENT quick Deale" PrIq Quote Searda UMct c::,r Usting& Ust YCHlr C.r for Sale '"',,-;'/>'~l"~ :,", ;"I~.~.,:s. ,,1'1 .~f.' " ~~ ,..J..~' Iv.'.t ~ > U!lf!d Cars > ~ > flWl > ~ > Short Bed > Equipment USED CARS 2002 Ford Ranger Short Bed Trade-In Value Private Party Value . nM_ .~..._...~.. ..._. '"'MM"_" n. ._. u..m ..n.._............._.........._. Suggested Retail Value Photo Gallery Compare Vehicles IIlIWI Blue Book Review Consumer Ratings Specifications - : . Shopping Tools Free CARFAX Record Check Auto Loan from 6.65% APR Compare Insurance Rates Payment Calculator Extended Warranty Quote Print For Sale Sign BUlA USED CAR , on Blue Book Clauifleds'" : f Ford it :l ~ ~ ..il't Ranger '30.MlIes0l'Iess .. ; ZIP Code t 17013! .-......-...........: i To View Ads, Click i SELL YOUR USED CAR . on Blue Book CI....f1ed.'" i Reach millions of shoppers on i kbb.com, Cars.com, and other popular sites. Find out more, Click Run TUf rt&;1fT rn Print This Page '1 j I 1 ! ! I I I i "RI'IlIllIIi .-.-..,.....=:==.--. I r ill!stI~atecl payments- . I i .. ""0 0 IU5~ DR ... II I i ct,c:o fOr D_ils Ii I : Get a Pre-Owned Loan from !! . ! 1 6.65% APR I i Your Credit Score for Free i! I i Get a Free Insurance Quote f: J ...-........-.......-....-----.-.-.---------...---....---......--.........-.---.....--..-.-..........--................-.- BlUE BOOK- PRIVATE PARTY VALUE ~WHllT'S fofts? Condition il.!JHffr;; TlIl$';> Value Excellent Good $4,725 $4,300 $3,775 i i i I 1 I 1 I i i i ! i ! i ! ! j !. i I I i I !, 1M - advertisement More Photos Fair Search Local' U8tlngs Sell Your Pickup Jla::... - NEXT STEPS: I wn, ! I Average Consumer Rating (56 Reviews) I i i 1 ~ 4.5 out of 5 1.._... . ..._...._....__.._............ ...._........._._._........_...._.._...... ___..... ..... __._.. .._... Review This Vehicle http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Manufacturerld_ ..."1c:15 5 3 3 7'J(,7dalse"7c15 5436""dalse&Condltion-Falr&QulzCpndltions_0 v- ~n ""II' Page 1 of3 Read Reviews r -----, I Vehide Highlights I I Mileage: I Engine: Transml..lon: ! Drlvetr.Jn: , l - __1I111t. 111 69,000 4-CyI. 2.3 Uter 5 Speed Manual 2WD .........-......, . ! I i 1 Selected Equipment I ! Stand.reI.. I AM/FM Stereo L Dual Front All" Bags ........ ~! Change Equipment II illlEf!, ~.A Blue Book Private PartY Value Private Party Value Is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehlde Is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for Insurance and vehlde donation purposes. ...;;y."'J . ORRSTOWNBANK A Tradition of Excellence 77 East King Street P.o. Box 250 Shippensburg, PA 17257 August 29, 2007 To: Frey & Tiley 5 South Hanover Street Carlisle Pa 17257 From: Traci Shaffer Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate; of Alvin F Bonawitz Date of death May 14, 2007 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK . CHECKING ACCOUNT . Account # Title of Account Date opened Principle Accrued Interest 106001882 Alvin F Bonawitz 01108/01 66802.41 2.96 Catherine M Bonawitz SA VlNGS ACCOUNT Account # Title of Account Date oDened Principle Accrued Interest CERTIFICATE OF DEPOSIT Account # Title of Account Date Opened Principle Accrued Interest 217 REV-1510 EX- (6-98) COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Alvin F Bonawitz FILE NUMBER 21-07-0509 DESCRIPTION OF PROPERTY ITEM INClUDE TIE _ OF TIE TIlAH8l'!IU!I!. THEIR R!LATION8HIP TO DEC~ AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER ~. A1TACH A COP'( OF THE DIII!D FOR R&AL eiTATE. VALUE OF ASSET INTEREST II'~ VALUE 1. Real Estate, 109 Merrihill Drive, South Middletown Township 170,510 50.00% 85,255 Tax Parcel #40-09-0529-161 0 2007 Assessment $149,570.80 0 Ratio $1.14 0 2007 Value $170,509.80 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 . 0 TOTALlAlso enter on line 7 RecaDitulation) S 85 255 This schedule muatbe compIetecl and filed If the anawerto any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yea. (If more space is needed, insert additional sheets of the same size) 217 . REV-1511 Ei+(12-99) COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Alvin F Bonawitz FILE NUMBER 21-07-0509 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Services 413 B. ADMINISTRATIVE COSTS: 1. PersonII Representative's Commissions Name of Personal Representative (s) Alvin F Bonawitz, Jr. & Catherine Mae Fouaht Socla1 Security Number(s) I EIN Number of Personal Representative(s) streetAdclress AITACHED SHEET City State Zip Year(s) CommiSSion Paid: 2007 60,000 2. Attorney Fees 60,000 3. Family Exemption: (If decadenfs address is not the same as cIalmanfs. lIttach explanation) Claimant street Address City State Zip Relationship of Claimant to Dececlent 0 4. Probate Fees 714 5. Accountanrs Fees 6. Tax Retum Preparer's Fees 7. Cumberland Law Journal, Advertising 75 8. The Sentinel-Legal, Advertising 159 9. Register of Wills, (7) Short Certificates 28 10. Register of Wills, Filing Fee for the PA Inheritance Tax Return 15 11. Register of Wills, Additional Probate Fee 700 12. Vital Records, (3) Death Certificates 35 13. Recording Perry County Deed 47 TOTAL (Also enter on line 9 Recaoitulationl s 122 186 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV.1512 EX. (12-OO) . . COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER AMn F Bonawitz 21-07-0509 Report debIIlnclll'nd by the decedent prior to delth which ""'lined ullpIkl as of thl date of deIth, Including ullflimburltd mtdIcaI txpIllIII. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Cardmember Service, Credit Carel 958 2. Department of Veterans Affairs 32 3. Judy A. Campbell, TIC, Real Estate Taxes 1,668 4. West Perry School District, Real Estate Taxes 453 5. PennDot, Registration 138 TOTAL (Also enter on line 10. Rec:apitulation) $ (If more space Is needed, lneert addltlonallheets of the ume.> 3,249 217. . REV"1513 EX+ (9-llO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE CEDENT ESTATE OF Alvin F Bonawitz SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONCS) RECEMNG PROPERTY Do Not u.t TnJStH(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [Include outrtght spousel distributions. 8I'ld InInsfers under Sec. 9116 (a) (1.2)] 1 Alvin F. Bonawitz. Jr., 29 Church Road, Cariisle PA 17015 Son 20% Residue of the Estate 2 Catherine M. Fought, 109 Merrihill Dr., Cariisle PA 17015 Granddaughter 20% Residue of the Estate 3iAJice Bonawitz Fought, 207 South Hanover Street, Cariisle PA 17013 Daughter 10% Residue of the Estate 4 Jason Bonawitz, 1917 Esther Lane, Cariisle PA 17013 Grandson 10% Residue of the Estate 5. Rebecca Bonawitz Cobb, 55 Courtyard Drive, Cariisle PA 17013 Granddaughter 10% Residue of the Estate 6. Wayne Fought, 1420 Bradley Drive, Apt.F211, Cariisle PA 17013 Grandson 7.5% Residue of the Estate 7. Alan F~ght, P.O. Box 553, Las Vegas, Nevada 89125 Grandson 5% Residue of the Estate 8. Isaac Barclay, clo Rebecca Cobb, 55 Courtyard Dr. Cariisle PA 17013 Great Grandson 3.5% Residue of the Estate ATTACHMENT FOR "SCHEDULEJ" ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 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 ATTACHMENT FOR" SCHEDULE J II 573,300 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART U - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 21-07-0509 (If ITlOI8I1*8Ia needed. II1lI8It addlllonal aheels of the same size) . . "SCHEDULE J" (c/o Jason & Christine Bonawitz ,1917 Esther Lane, Carlisle PA 17013, for the Great Grandchildren) 9. Kelsey Ives Great Granddaughter 3.5% residue of the estate 10. Brandt Bonawitz Great Grandson 3.5% residue of the estate 11. Chase Bonawitz Great Grandson 3.5% residue of the estate 12. Tyler Bonawitz Great Grandson 3.5% residue of the estate . "SCHEDULE J" II SDecific Beauests FERN((BoNAWITZ)SMITH SISTER 704 S. MATTERSTOWN ROAD MILLERSBURGPA 17061 $35,000.00 PEARL(BOLTON)BoNA WITZ SISTER-IN-LA W RTE. 209, . Box 2734 MILLERSBURG PA 17061 $30,000.00 EDNA M. BONA WITZ SISTER-IN-LA W POST OFFICE Box 412 lIAUFAXPA 17032 $30,000.00 SHIRLEY BONA WITZ SISTER-IN-LA W 1300 E. KING STREET LANCAsTER PA 17062 $30,000.00 D1ANNE(BONWITZ)KENEPP NIECE 100 E. HUBLER ROAD STATE COLLEGE PA 16801 $25,000.00 TIM L BONAWITZ NEPHEW 899 WALNUT SPRING LANE STATECOLlEGEPA 16801 $25,000.00 PAGE 1 " :' -'t--.!'_., >'.:,r,l" r~-.'l ,.-. : --~ . ., "" . . ANNALYN(BONAWITZ)BEASON NIECE 1033 CHELMSFORD DRIVE MECHANICSBURG PA 17050 $15,000.00 RUTH(GOODUNG)RIEGLE 909 CENTER S~ET MILLERSBURGPA 17061 NIECE $25,000.00 CARLENE(BONA WITZ) WRIGHT NIECE 107 JAMES ROAD MILLERSBURGPA 17061 $15,000.00 AUDREy(BoNA WITz)BoWERS NIECE 122 1'RAVlTZ ROAD MILLERSBURG PA 17061 $25,000.00 SHEllWOODHoy NEPHEW Box 191 HUMMELS WHARF PA 17831 $25,000.00 CYNTHIA WITHERS NIECE 15 RIDDLE ROAD CAMPHILLPA 17011 $25,000.00 ClLtllLES E. BONA WITZ, III NEPHEW POST OFFICE Box 412 HAUFAXPA 17031 $25,000.00 PAGE] ,. .'?':.:.,.",.... ,~ .!....'!'~ ~VAN SMITH 704 W. MA17'ERSTOWN ROAD MILLERSBURG PA 17061 NEPHEW $25,000.00 JOHN BONAWITZ 130 MAlUON TERRACE EPHRATA PA 17522 NEPHEW $25,000.00 EUZABETHBoNAWITZ 141J6 LOCUST A VENUE BUCKSBURG VA 24060 NIECE $25,000.00 TIMMEE BUFFINGTON 630 W. SIDDONSBURG ROAD DILLSBURGPA 17019 NEPHEW $25,000.00 CATHERINE M. FOUGHT 109 MERRlHILLDRWE CARUSLEPA 17015 GRANDDAUGHTER (REAL ESTATE) $85,255.00 CATHElUNE M.J'OUGHT 109MERlUHILLDRWE CA.RL1SLEPA 17015 GRANDDAUGHTER (BOAT& BOAT TRAILER) $2,200.00 ALVIN F. BONAWITZ, JIt SON $31,970.00 29 CHURCHRoAD (PERRYCOUNTYREA.LEsTATE) CARLISLE P A 17015 PAGEJ .. ALVIN F. BONAWITZ, JR. SON $3,875.00 29 CHURCH ROAD (2002 FORD TRUCK & ATV) CARLISLE PA 17015 TOTAL S573300.QO Page -I if ~;~ . ':[Ij, \~, t~ ~\ l\f.1.!.!. '.;~._" ~~ ;~ I':~ .il\! ~lt ~..~.'.'. ~l. )'$ ':[ ~r, li~ . . -- . LAST WILL AND TESTAMENT OF ALVIN F. BONAWITZ .... --"--... "-' I; ALVIN ),4'. BONAWITZ, widower, of Soutb Middleton Township (mailing address: 109 Merribill Drive, Carlisle, PA 17015), Cumberland County, PeJWsylvania, behig of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, bereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named . Executors to pay all of my just debts and funeral expenses and aU costs of administration of my estate from the residue of my estate as soon after my death as may be found convenient to do so. 2. I direct that all inhedtance, transfer, estate, succession and death taxes which may be payable on account of my death, including interest and penalties dlereon, shall be paid from the residue of my estate regardless of whether dIe assets upon ~hich such taxes are based are included in my probate estate. . ~f:: 3. I bring to the attention of my Bxeculors that the bouse and lot of ground at 109 Merrihill Drive in South Middleton Township, Cumberland County, Pennsylvania, where I reside, is owned' jointly by me with my gmnddaughter Catherine M. Fought, with rigbt of survivorship, and I give devise and bequeath to her all of my interest in the Slime. In addition, I bring to the auentlon of my Executors that all of the housebold goods and furnishings located in said residence at 109 Merrihill Drive are tbeproperty of my graaddaugbtet Catberine M. Fought, sbe baving l?ougbt and paid for a11.of the bousehold goods and furnishings located therein. 4. I give and bequeath to my granddaughter, CATHERINE M. FOUGHT, all of my .rliht tide and interest in any boat which I own at the time of iny death either owned by me alone \ or jointly with her, including any boat trailer which I may own at the time of my death, and all boating equipment and accessories. 'p I:it i a;? ~~ '\l ,.' '.~ ?~. "~~ 1 ., 5. AU of the real estate in Perry County, Pennsylvania, which I own, I give, devise and bequeaili to my son, ALVIN F. BONA WllZ, JR., including all farm equipment and supplies Bnd tangible personal property related to the farm which are located on it, togeilier with all motor vebicles wbich I inay own at the time of illY death, provided be sJtall survive me by a period of ninety (90) days, but sbould be fail to so survive me then tbis devise and bequest sl1alllapse Bnd be included in tile residue of my -estate. "1: Jail .t( 6. I give, devise and bequeath to each of tbe,followin8 named seventeen (17) persons, tbe amount set after each name, provided that person shall survive me by a period of ninety (9) days, but should that person fail to so survive me then tbe bequest shall lapse and be added to the residue of my estate. The seventeen (17) pCrSOlIS being: a. My sister, FERN (BONAWITZ) SMITH. 704 W. Matterslown Road, Millersburg, PA 17061-9718, tbe sum of $35,000.00. .~ b. My sister-in-law PEARL (BOLTON) BONA WllZ, Rte 209, Box 2734, Millersburg, PA 17061-18254, the SUID of $30,000.00. c. My sister-in-law EDNA M. BONAWITZ, P.O. Box 412, Halifax, PA 17032- 9009, the sum of $30,000.00 d. My sister-in-law. SHIRLEY BONAWITZ, 1300 E.King Street, Lancaster, PA 17062, the sum of $30,000.00. e. My niece, DIANNE (BONAWITZ) KNEPP, 100 E. Hubler Road, State College, PA J6801, dIe sum of $25,000.00.. . f. .My nepbew TIM L. BONAWITZ, 899 Walnut Bottom Lane, State College, PA 16801, the sum of $25,000.00. Page J ofj 4~ ;( ~4.~1;r- . ~~~ \ \' fl~ '~'i; "> '". \~ L'~ . -, ' .' ".. d\tJ..:.;~~ --.............. l"f:; ~;r;. ~\:1 ..~t ~. ~~ ~ ,if; ~i !!~t,; ~ ,1: ',. f.'. ',.. .,:t- ;:~ i1<t ',! \~ :;1: !.!: [f- Ir, J~ i~! g. My niece, ANNALYN (BONAWIlZ), BESOM, 10330lehnsford Drive, Mechanicsburg, PA 17050, the sum of $25,000.00. - h. My niece RUTH (GOOGLlNG) REIGLE, 909 Center Street, Millersburg, PA 17061-1415, the sum of $25,000.00. . . . i. My niece, CARLENE (BONA WIlZ) WRIGHT, W7 James Road, Millersburg, PA 17061-8915, the sum of $25,000.00. j. My niece AUDREY (BONAWITZ) BOWERS, 108 6th Street, Millersburg, PA 17061, the sum of $25,000.00. k. My nephew, SHERWOOD HOY, Box 191, Hummels Wharf, PA 17831-0191, ~~~$25~oo . I. My niece, CYNTHIA (BONA WlTZ) WITHERS, 15 Riddle Road, Camp HiIJ, PA 17011, the sum ~ $25,000.00. m. My nephew, CHARLES E. BONAWllZ, Ill, P.O. Box 412, Halifax, PA 17032- 9009, the sum of $25,000.00. . n. My nephew, EVAN SMITH, 704 W. Matterstown Road, Millersburg, PA 17061-9718, the sum of $25,000.00. o. My nephew, JOHN BONA WlTZ, i30 Marion Terrace, Ephrata, PA 17522, the sum of $25,000.00. p. My niece, ELIZABEfH BONAWllZ, 1406 Locust Avenue, Blacksburg, VA 24060, tbe sum of $25,000.00. . q. .MY liepbew,TIMMEB BUFFINGTON, 630 W. Siddonsburg Road, Dillaburg, PA 17019, the sulD of $25,000.00. . 7. All of the rest, residue and remainder of my estate, real, person and mixed, and _ wheresoever the same may' be situate, I give, devise and bequ~th' to the following named persons, their heirs and usigns, die percentase of the residue set forth after each name, provided each person shall survive me by a period of ninety (90) days, but should any of ~mfail to so' survive me, then the same shall lapse and be added to the shares of the other persons so surviving in proportion to the amount provided for each of ~m as set forth after each name: a. Twenty (209&) percent to my son ALVIN F. BONA WIlZ, JR,' of 29 OlUrch Road. Carlisle, PA 17015-9332. b. Twenty (209&) percent to my granddaughter, CATHERINE M. FOUGHT, 109 Merrihill Drive, Carlisle, PA 17015-6937. . c. Ten (109&) percent to my daugbter, ALICE BONAWITZ FOUGHT, 2m .S. Hanover Street, Carlisle, PA 17013. d. Ten (109&) percent to my grandson, JASON BONA WIlZ, 1917 Esther Lane, Carlisle, PA 17013. e. Ten (109&) percent to my granddaughter, REBECCA BONA WIlZ COBB, 55 Courtyard Drive, Carlisle, PA 17013. f. Seven (7.59&) point five percent to my grandson, WAYNE FOUGHT, 1420 Bradley Drive, Apt F2U, Carlisle, PA 17013. ' g. Five (5%) percent to my grand~, ALAN FOUGHT, p.b. Box 553, Las Vegas, Nevada 89125. Pa,e2o[j q~ . ~ ~~&#-' '1: -----.........- ~If · is;;~\1 ~ I'.~{.'l.'.." ;:;;, .1~:~ti~ ,i.1.~!. :;;):,: ':In ii!;:!:; 1~~i, [tsJ ~1~; i:;.?:~ r;t~~'i r ~ i.: \;~.,t. ~~j I ~t, ~: ~I'~',~, ~~::.i ~~".; I t4.;i[ f~: ~@\ ;~~,' ~~ h. Three (3.5%) point five percent to my great grandson, ISAAC BARCLAY, clo Rebecca Cobb, 55 Courtyard Drive, Carlisle, PA 17013. i. Three (3/5%) point five percent to my great granddaughter KELSEY IVES. j. Three (3.5%) point five percent to my great grandson, BRANDT BONAWITZ. k. Three (3.5%) point five percent to my great grandson, CHASE BONA WITX. I. Three (3.5%) point five percent to my great grandson, TYLER BONA WITZ. (All four (4) clo Jason and C.ristine Bonawitz, 1917 E$tber Lane, Carlisle, PA 17013.) 8. Whenever pursuant to the provisions of tlu. Will all or any part of a distributive share of the residue shall be payable to a person less than 21 years of age, tide to the share of such person shall pass to him or her, but the payment to bhn or her of such share shall be deferred until he or she shall attain the ase of 21 years, and in the meantime such share shall be held by my herein named Executors and their successors, as Guardians of the estate of each such person, or if the Executors are unwillins to assume such responsibility, then by the parents of such person, but if the parents of sUch person are unwilling or unable to assume such responsibility, then by a court appointed Guardian, until such beneficiary attains the age. of 21 years. The fiduciary holding such distributive share shall apply all or part of the income and principal of sucb share as the fiduciary in his or their uncontrolled discretion may determine to the support, education, and maintenance of such beneficiary. The authority conferred upon such fiduciary by this paragraph shall be construed as a power only and shall not operate to suspend the absolute ownership of such property by sucb beneficiary or to prevent the absolute vesting thereof in such beneficiary. With respect to tile administration of any ,such property which shall vest in absolute ownership in a beneficiary less than 21 years of age, and which shall be held by such fiduciary authorized in dUs paragraph, such fiduciary shall have all tile powers set forth under the provisions of paragraph No. 11 of tllis Will to be exercised in the manner set fortll in such paragraph. 9. No beneficiary of any bequest or devise set forth in this Will, shall have tile right or power to transfer, assign, anticipate, or encumber his or her interest in such bequest or devise, or the income therefrom, prior to the actual distribution thereof by tile fiduciary to such beneficiary. Further, neither the income nor the pri,ncipal of saia share shan be liable in any manner, in the possession of the fiduciary, for the debts, contracts or engagements of any of t1le beneficiaries. 10. I ,hereby nominate, constitute an,d appoint my son, ALVIN F. BONAWITZ, JR., and my granddaughter, CATHERINE MAE FOUGHT, as Co--Executors of tllis my Last Will and Testament I further direct that neither of them shall be required to post any bond to secure the faitlnul performance of his or ber or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction. . II. In addition to the powers conferred by law, my hereinbefore named Guardians and Executors, and their respecti ve successors, are empowered: a. To invest any part of tile trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective or whether the same are authorized for the investment of trust funds WIder tile laws of any governing jurisdiction. b. Witll respect to any corporation, tile stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any sbares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorgani7.Btion of such corporations; to pay all asseSsments, subscriptions' and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such Page 3 ofJ ~ 1;' ~aM-1 ".. J'~. ... corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under no trust obligation. c. To hold the trust corpus in one or more' consolidated funds in which separate shares shall have undivided interests. ,', d: To sell at public or private sale for cash or upon cre4it, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see .to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient f. To compromise, settle or arbitrate any claim or demand in favor of or a~ainst the trust estate. i. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entided to charge against the principal or income such other reasonable expenSes and charges as may be necessary and proper to incur for the proper discharge offiduciary duties and for the proper management and administration of the trust estate. ~> r h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisi~ns of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to anyone or more of such. shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such a!lotment and as to the relative value for purposes of distribution of the securities or property' so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their Own names or in the name of a nominee. j. To retain and invest in shares of stock of my Trustee. k. To retain any investmentS -inclUding mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. I. To determine from time to time whether all or some portion of realized capital. gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year to another. 12. If any Person not named as a beneficiary under this Will, or if any beneficiary under this Will shall directly or indirectly, ,by legal proceedinp or otherwise, challenge or contest this Will or any of its. provisions, or shall attempt in any way to oppose or set aside the probate of this Will or impair or invalidate any of the provisions I have made in it, any gift to, or any provision for, that person under this Will is revoked, and shall be disposed of in the same manner as if that contesting beneficiary had predeceased me without issue. P~4(Jf$ tf~ .;:r /~l.P"~ . i" .~~~::;/.::.~~~1,~~F.'"\,~~;\'~~~~~~~~JYaI~,l:u V-i8ltl~":''''-''llCE:~.~~~~,~~~~~C:::'~l~,;.N4.':I.~. ... i t .' r " I' seal of IN WITNESS WHEREOF, I ALVIN F. BONAWITZ have hereunto set my hand and to this jY Last Will and Testament, written on five (5) pages this 3 n -6f day 4fr/ '. . 20m ---..---i' t t<L' -7 ~~ (SEAL) ALVIN F. BONAWITZ ----;- ~jgned, seaIed, published and declared by ALVIN F. BONAWITZ, the Testator above- named, as and for his Last Will and Testament, in our presence, who; in liia presence, at his request, and in the presence of each other, have hereunto set our names as attesting witnesses. i: \' ' ~ ' ~';:h [:>': !", !,' " ~k.~ 1'", 1':': F< i ,': ' 71 .. ! . I, f'::\. I' ! i' I' t",; , ~ : . A ;":.. j" " i' t !.' I Pa,e S 015 !. , - " ':~~!?~}~~~~~f~, f1~~:r:.,pt~L"::~i:"'(? J'l~ ~.::~'~~~ ::~\ <~ '~:\J. 1 >f,>~~ ~ vi~ ~~' ~;:i~~~~11 ...3-< r.tr~~)~t~}~'"~},~-" ~ _>I l.'!f'<...... "~'t>; ".r~.;:~r\l': ","""j11). . f" ~l-t..J.\i. l<o '..' tc",lj.(. ~~., ~ . A,k""IJ; Y'f ,J;.,;,:I., :i~" -'t 1 ~ '-. ... ...,1....: ,t~~ 1:;- . ,:r\.ore t:, ~ ',I ~ ~ .;,,~ ,....-: J', , '..J~.~~;(.:..;:4.. r,\',I,.., ~ "'':' <1b""'''j '. s*~~~ti~:~h.'