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Home My WebLink About01-10-08 -.J 15056041114 REV -1500 EX (06-05) OFFICIAL USE ONLY County Code Year File Number 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 g.\ 01 O~d Date of Birth 174-05-1473 03092007 04141920 Decedent's Last Name Suffix Decedent's First Name MI WILLHIDE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix DEAN D 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 DD 1. Original Return D D 4. Limited Estate D 2. Supplemental Return D D o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required DD 6. Decedent Died Testate D (Attach Copy of Will) D 9. Litigation Proceeds Received D 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 between 12-31-91 and 1-1-95) 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT M. FREY Firm Name (If Applicable) 717-243-5838 REGISTER OF WILLS USE ONLY FREY AND TILEY First line of address ,-, ? --;'") Ci.:J r 5 SOUTH HANOVER STREET Second line of address _:~.: ~ CJ City or Post Office State ZIP Code C~) !~' ') ~: <,..J -;j DAlE FILED -=-~ ~ CARLISLE PA 17013 (..) LV '.- ~' j ; SIGNATURE OF P PARER OTHER THAN REPRESENTATIVE ~)yt.. ~ DATE 01/10/08 ADDRESS 5 SOUTH HANOVER STREET, CARLISLE, PENNSYLVANIA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041114 15056041114 -.J ~ 15056042115 REV-1500 EX Decedent's Name: DEAN 0 WI LLH IDE RECAPITULATION 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ...... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. . . . . . . . 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174-05-1473 Decedent's Social Security Number 1. NONE 2. 3. NONE 4. NONE 5. 6. 7. 8. 9. 491153.00 2183.00 19864.00 172535.00 685735.00 37097.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . 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.O L 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 15. 648595.00 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042115 15056042115 43.00 37140.00 648595.00 0.00 648595.00 0.00 29187.00 0.00 0.00 29187.00 w ~ REV-1500 EX Page 3 174-05-1473 Decedent's Complete Address: File Number 21-07 -0302 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER DEAN D WILLHIDE 174-05-1473 STREET ADDRESS 730 W. NORTH STREET CITY II STATE lZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 29187.00 28835.00 1491.75 Total Credits ( A + B + C) (2) 30326.75 3. Interest/Penally if applicable D. Interest E. Penalty TotallnterestlPenalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 1139.75 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 0.00 A. Enter the interest on the tax due. (5) (5A) B. Enter the total of Line 5 + 5A. 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 No [g] [g] [g] [g] [g] o 1. Did decedent make a transfer and: Yes 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 o o 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 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. d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P .S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P .S. s9116(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. s9116(1.2) [72 P.S. s9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. 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. 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Dean D Willhide FILE NUMBER 21-07-0302 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION M&T Bank Corporation, (361sh@117.665) VALUE AT DATE OF DEATH $42,477 2. Smith Barney, Citigroup Global Mkts Inc., 73H-80102 $448,522 3. United States Savings Bond $154.00 TOTAL (Also enter on line 2 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 491 153 419 Village Drive Suite 1 Cariisle, PA 17015 Tei 717-258-4363 Fax 717-258-4492 Toll Free 800-348-1776 '? smith barney November 13, 2007 Robert M. Frey, Esq. 5 S Hanover St. Carlisle, P A. 17013 RE: Estate of Dean Willhide Per your request I have enclosed a date of death evaluation for Dean Willhide as of March 9, 2007. 111e stock evaluation for M&T Bank is as follows: High Low Mean Date M&T Bank 118.21 117.12 117.665 per share 3/09/07 Thank you, /&/d7P'&~ K. Brooke Black Registered Client Service Associate McKain/Metz 5 LP Citigroup Global Markets Inc. The information set forth was obtained from sources which we believe reliable but we do not guarantee its accuracy or completeness. 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OJ ..c: r ..a +J cO i 0) r-, 0... t n 0 I ~ :z: "' ! 0); ! @ +J n' ~i r::l: Ul ' ttJ I cO' 'r!1 J:: fi-l nl ! r-,: ! cO ..--J! cO! 0) r::l, ...::t, 01 I I I I i I f. ~ w CO C\J r- U") <.0 M U") o:::::t Q') C3 :-/: Z?j :::; cr: ...: ~ "''''0''; -i u:rzo <....<.... o "O.~ ~ 50"'~ ...$: m S~ I- l~ ~~~~ :$ 5U)z~ ~!: IDtn<'!( .:Sl:; ~g~~~,~ ~ca:t: u%uw IIlOtnu cnUZw 0-0: ~Z~ 0:... ... ~ia~~ ~~~~ S~;t!; :;)01-0( U)z-z !!!<.,;c !!!OO~ OlllklC z.cO:.I&l oi5~ffi 1D2::lC> ~~~~ ~ 00 ~ ~ c:= ~ ~ ... z '" "'z Iro ~G "'z c_ ,.:t <rill ~; <l '" 0: ... 217 REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dean D Willhide SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-07 -0302 Include the proceeds of litigation and the date the proceeds were received by the estate. All orooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Refund, Comcast $38 2 Refund, Washington Mutual Premium $47 3 Commonwealth of PA, Claim 99925197-Unclaimed Property $711 Prudential Financial, Inc., Demutualization Cash 4 Refund,Combined Insurance Company $169 5 Refund, PA Department of Revenue, Income Tax 2006 $137 6 Refund, U.S. Treasury, Federal Tax 2006 $1,081 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,183 217 REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Dean D Will hide FILE NUMBER 21-07-0302 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Virginia L. Gurernsey 701 West Louther Street Carlisle PA 17013 Daughter B. C. JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST NUMBER TENANT 1. A. 9/1/67 M& T Bank, Account #445002 39,728 50.00% 19,864 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 TOTAL (Also enter on line 6 Recaoitulation), $ 19864 (If more space is needed, insert additional sheets of the same size) rl:1M&rBank 499 Mitchell Street, Millsboro, DE 19966 December 27,2007 Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Dean Willhide Date of Death: March 9,2007 Social Security Number: 174-05-1473 Dear Mr. Frey: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type.... .................... ... Checking Account Account Number................... .... 445002 Ownership (Names oj).............. Virginia Guernsey, Dean Willhide Opening Date.. ........ ............... ..09/01/67 Balance on Date of Death....... ..$39,727.74 Accrued Interest $ 0.45 Total. .......... ... ...... ............ ... ....$39,728.19 The above named decedent did not have a safe deposit box. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/ or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/ or reimbursement of funds, please contact our High Street Carlisle branch at 1 West High Street, Carlisle, PA 17013, or # 717-240- 4536. Sincerely, ~/}rV(j~ (jtOflkru WO/)J1r D Charlene Warrington, Records Management 1-888-502-4349 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 Dean D Willhide FILE NUMBER 21-07-0302 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUCABLE) VALUE 1. Virginia L. Guernsey, 730 West North Street, Borough of 0 Carlisle, Parcel #05-20-1796-125, April 24, 2006 0 $153,820 x 1.14=175,534.80 less $3,000.00 172,535 100.00% 172,535 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 0 TOTAL (Also enter on line 7 Recaoitulation) $ 172 535 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. (If more space is needed, insert additional sheets of the same size) 10'-1 I \0 Tv eVj l' ,< ".' ',.' _ i.L:;:\ :'::=(;C~~i;.~'--;_;.. ;_'!i~ (:~::u~ GU~j,H[r~!../\.f.~rJ C:J!l'~T'~' - P/\ 2006 APR 2Y Prl 3 38 Tax Parcel No. 05-20-1796-125 THIS DEED, MADE THE 24th day of April in the year of our Lord two thousand six (2006). BETWEEN DEAN D. WILLHIDE, widower, of 730 West North Street, in the Borough of Carlisle, Cumberland County, Pennsylvania, party of the first part, Grantor, and VIRGINIA L. GUERNSEY, on01 West Louther Street in the Borough of Carlisle, Cumberland County, Pennsylvania, party of the second part, Grantee: WITNESSETH, that in consideration afOne ..-($1.00) ---Dollar, in hand paid, the receipt whereof is hereby acknowledged. the said Grantor does hereby grant and convey to the said Grantee, her he!rs and assigns, ALL THOSE FOUR CERTAIN lots of ground with the improvements thereon erected, situate on West North Street in the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described in accordance with the Plan of Lots of the Bretz tract in the Fourth Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, recorded in the hereinafter named Recorder's Office in Plan Book 2, Page 81, as follows: BEGINNING at a point on the southern line of 60 feet wide West North Street at the diyiding line between Lots Nos. 37 and 38; thence along said southern line of 60 feet wide West North Street in an easterly direction a distance of 100 feet to a point at the dividing line between Lots Nos. 41 and 42; thence along said dividing line between said Lots Nos. 41 and 42, in a southerly direction a distance of 240 feet to a point on the northern line of an unopened 20 feet wide alley; thence along said northern line of said 20 feet wide unopened alley in a westerly direction a distance of 100 feet to a point at the dividing line between said Lots Nos. 37 and 38; thence along said dividing line between said Lots nos. 37 and 38 in a northerly direction a distance of 240 feet to a point on the southern line of said 60 feet wide West North Street at the Place of BEGINNING. THE ABOVE described property is all of Lots Nos. 38 and 39 and 40 and 41, in Block "B" in said Plan of Lots of the Bretz tract, and contain a total of 100 feet in front along the southern line of 60 feet wide West North Street and extends southwardly therefrom at an even width a distance of 240 feet to the northern line of a 20 feet wide unopened alley. THE ABOVE described property has thereon erected a one story ranch type dwelling house and garage which has a mailing address of 730 West North Street, Carlisle, PA 17013. r'\7" p"- 'Ice BW]Y ~ ":t . ':.. t uO 217 REV-1511 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Dean D Willhide FILE NUMBER 21-07-0302 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Funeral Services 173 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) VirQinia L. Guernsey Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 701 West Louther Street City Carlisle State P A Zip 17013 Year(s) Commission Paid: 2007 18,147 2. Attomey Fees 18,147 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 522 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Register of Wills, Certified Copy 5 8. Register of Wills, (22) Short Certificates 88 9. Register of Wills, Filing Fee 15 TOTAL (Also enter on line 9 Recaoitulation) $ 37 097 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dean D Willhide SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-07-0302 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 VALUE AT DATE OF DEATH 1. PPL, Util:Electricity 43 TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) 43 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Dean D Willhide FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Virginia L. Guernsey Daughter 1/3 of residue of the estate 2/3 of residue of the estate TRUST (Virginia L. Guernsey-TRUSTEE) 2/3 of residue of the estate 1 Virginia L. Guernsey, 701 W. Louther, Carlisle, PA 17013 Daughter 1/2 of residue of the Trust 2. Erice D. Willhide, 12 Miramar Street, New Cumberland, PA 17070 Son 1/2 of residue of the Trust ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15oo 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 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15oo COVER SHEET $ 0 21-07-0302 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TEST AMENT OF DEAN D. WILLHIDE I, DEAN D. WILLHIDE, widower, of 730 West North Street in the Borough of Carlisle, CumberIan~ County, Pennsylvania: being of sound and disposing mind, memory and understandIng, do hereby make, publIsh and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. ' 1. I direct my hereinaftel'"-named Executrix to pay all of my just debts and funeral ~xpenses as soon a~ter my death as may be found convenient to do so. I direct that my body be II1terred on my bunallot located in the Traditional Section of Westminster Cemetery located in North Middleton Township near the Borough of Carlisle, Pennsylvania. I further direct that all inheritance, transfer, succession and estate taxes which may be payable on account of my death shall be paid from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 2. I give and bequeath all of my household goods and furnishings located in the dwelling house which I occupy, including furniture, appliances, cooking utensils, dishes, tableware, bedding, linens, yard equipment, and all other tangible personal property to my daughter, VIRGINIA L. GUERNSEY, her heirs and assigns. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath as follows: A) One-third (113) thereof to my daughter, VIRGINIA L. GUERNSEY, her heirs and assigns, in appreciation for the care and attention which she has shown to my wife Romayne M. Willhide and to me. B) The remaining two-thirds (2/3) to my hereinafter named Executrix, in trust, to receive and to invest the same and to pay the income arising thereon at least annually, one-half to my daughter, VIRGINIA L. GUERNSEY, so long as she shall live, and the other one-half to my son, ERIC D. WILLHIDE, so long as he shall live. Upon the first of them to become deceased, I direct that one-half of the then principal of said trust fund shall be paid to the then living children of my daughter Virginia L. Guernsey, their heirs and assigns, per stirpes, and upon the second of them to become deceased, I direct the remaining principal of said trust fund to be paid to the then living children of my daughter, Virginia L. Guernsey, their heirs and assigns, per stirpes. . No title, in any trust hereby created, or in the income accruing therefrom, or in its accumulation, shall vest in any beneficiary and no beneficiary shall have the right or power to transfer, assign, anticipate or encumber his or her interest in said trust, or the income therefrom, prior to the actual distribution thereof by the Trustee to said beneficiary. Further, neither the income nor the principal of said trust shall be liable in any manner, in the possession of the Trustee, for the debts, contracts or engagements of any of the beneficiaries. 4. I hereby nominate, constitute and appoint my daughter, VIRGINIA L. GUERNSEY, as Executrix of this my Last Will and Testament but should she predece~se me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my son, ERIC C. WILLHIDE, as alternate or successor Executor. I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. S. I hereby nominate, constitute and appoint my daughter, VIRGINIA L. GUERNSEY as Trustee of the trust hereinbefore provided, but should she predecease me or fail to serve, or cease serving as Trustee, then in such event I nominate constitute and appoint as alternate or successor Trustee my grandson, HARLAND GUERNSEY, but should he decline to serve or cease serving as such, then in such event I nominate constitute and appoint 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 qf 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. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages, this day of , 2006 (SEAL) DEAN D. WILLHIDE ~._----- Signed, sealed, published and declared by DEAN D. WILLHIDE, the Testator above- named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses.