HomeMy WebLinkAbout01-30-08
.. ..
AMENDED
~
15056041114
REV-1500 EX (06-05)
OFFICIAL USE ONLY
County Code Year
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
1--1 01
File Number
osCA
Date of Birth
179-12-5339
05142007
12171922
Decedent's Last Name
Suffix
Decedent's First Name
MI
BONAWITZ
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
ALVIN
F
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
IT] 1. Original Retum D 2. Supplemental Return D 3. Remainder Retum (date of death
prior to 12-13-82)
D 4. Limited Estate D 4a. Future Interest Compromise (date of D 5. Federal Estate Tax Return Required
death after 12-12-82)
IT] 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust 0 8 Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death D 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
ROBERT M. FREY
Firm Name (If Applicable)
717-243-5838
FREY AND TILEY
First line of address
5 SOUTH HANOVER STREET
Second line of address
City or Post Office
State
ZIP Code
CARLISLE
PA
17013
ADDRESS
109 MERRILHILL DRIVE, C RLISLE PENNSYLVANIA
SIGNATURE OF~~~:HA~PRESENTATIVE
ADDRESS ~
5 SOUTH HANOVER STREET, ARLISLE PENNSYLVANIA
PLEASE USE ORIGINAL FORM ONLY
DATE
1/:;1!lJsJ
Side 1
L
15056041114
15056041114
---1~
.
-.J
15056042115
REV-1500 EX
Decedent's Name: ALVIN F BONAWITZ
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) C]Separate Billing Requested. . . . . . . .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) C]Separate Billing Requested. . . . . . . .
8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Decedent's Social Security Number
179-12-5339
1.
2.
3. NONE
4. NONE
5.
6. NONE
7.
8.
9.
31970.00
2265199.00
73811. 00
85255.00
2456235.00
122201.00
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.
1880785.00 16.
125000.00 17.
32 5 0 0 0 . 0 0 18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042115
3249.00
125450.00
2330785.00
0.00
2330785.00
0.00
84635.00
15000.00
48750.00
148385.00
IT]
15056042115
-.J
. ~
REV-1500 EX Page 3 179-12-5339
Decedent's Complete Address:
DECEDENT'S NAME
ALVIN F BONAWITZ
STREET ADDRESS
File Number
157143.68
DECEDENT'S SOCIAL SECURITY NUMBER
179-12 -5339
109 MERRIHILL DRIVE
CITY
CARLISLE
I STATE
IPA
I ZIP
117015
Tax Payments and Credits:
1 . Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
149286.50
7419.25
Total Credits ( A + 8 + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the tax due.
(SA)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
148385.00
156705.75
0.00
8320.75
0.00
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. D
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
D
D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
No
o
o
o
o
o
o
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. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half
(4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 39116(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.
. I
. '
217
REV-1502 EX+ (6-9B)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Alvin F Bonawitz 21-07-0509
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 which 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
Real Estate, Perry 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, Recaoitulation)
(If more space is needed, insert additional sheets 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)
Board of Assessment Appeals
John J. Amsler, Jr., Chairman
EdwardR. Kennedy
Warren R. Van Buskirk
Chief Assessor
Randy Waggoner, CPE
Solicitor
William Bunt
BONAWITZ, ALVIN F ETUX
623 GLENDALE STREET
CARLISLE PA 17013
CHANGE OF ASSESSMENT NOTICE - THIS IS NOT A TAX BILL
DATE of NOTICE: November 1, 2005
District: 240 - SPR~NG TOWNSHIP
School..: WEST PERRY SD
Location:
617 PISGAH ROAD
Parcel Identifier:
240,163.00-063.000
TAXABLE
New
Assessed Value
145,160
720
145,880
Clean and Green Values
Land 31,220 31,220 31,250
Buildings 720 720 720
TOTAL 31,940 31,940 31,970
Base year rnarketvalueas ofJaf!uary 1, 2000. Pre-determined ratio is 100%.
Clean and Gfeeil values become effec:tive. only upon application. and approval. All
applications mustbe received by the AssessmentOffice by 4:00 p.m. on June 1 of each
yeai'tci take effect the fCillowing year. Those previously approved for Clean and
Green do riot needtore-a . r. .
Land
Buildings
TOTAL
New Base Year
Market Value
145,160
720
145,880
Old
Assessed Value
145,160
720
145,880
Land Size....: 126.34 acres
Property Type: AO
Agricultural Out-Buildings
Currently Enrolled in Clean & Green
REASON FOR CHANGE:
ACT 235 CLEAN & GREEN CHANGE
Effective 2006 County/Twp/Boro
Effective 2006-2007 School
Control No: 0.0518200
COURTHOOSEONLINE.COM PASSWORD: PRABVJKZ
Rl<;HTTPF()RMA4!<APPEAL: If you fef?lthaftheiappraisE;ld yalUe()f your property is more or less
than Fair M~r/(etVa/tJ~,.YOLJ mayfileafbrm.alappealwith the Board of AssessmentAppeals. The
appeal must beflledirlwritingwithin 40 days from the date. of this notice; The notice ofappeal
must specificanydesignate the parcel number(s) in question and your address so that the notice of the
timean.dlocationofthe appeal hearing maybe sent to you. Appeal forms and appeal rules and
regulationsrnay bef6und at the above web site or at the Perry County AssessmentOffice, County
Veterans Memorial Building, 25 West Main Street, P.O. Box 37, New Bloomfield, PA 17068.
Internet Access/Review: If you would like to review this parcel's description and property record, you may do so at no cost
by accessing courthouseonline.com. Select your county, click on Assessment Office, and then Property Records. At the
My Property box, enter your control number and Internet 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.
*Please 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
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Alvin F Bonawitz
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
Oppenheimer & Co., Inc, Account #A09-0032192
Tyco(1 0,401 sh@32.43)
Morgan(12,487sh@10.30)
Eaton Vance Muni Fund(1,776.358@11.90)
Eaton Vance 4(27,204.458@11.90)
Putnam Tax-Free High Yield Class A, Account #A81-1-500-0492663149
(29,627.755@13.06)
Tyco International Ltd (20,401 sh@32.43)
The Vanguard Group, Account #99978900398, Fund 577
( 30,976.317sh@11.29)
Sprint Nextel Corp FaN, (750sh@20.445)
AIITel Corp, (74sh@65.44)
AIITel Corp.,(157.57645865.44)
~'1
Embarq Corp., (~sh@64.25)
Windstream, (237@14.71)
The Vanguard Group, Account #99978900398, Fund 77(1752.848 @11.29)
TOTAL (Also enter on line 2 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
810,792
386,938
661,604
349,723
15,334
4,843
10,312
2,377
3,486
19,790
2265199
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JUL-20-2007 FRI 01: 14 PM ORRSTOWN STONE HEDGE
. .
17172490905
P.001/002
ORRSTOWNBANK
A Tradition of Excellence .
77 East King Street
P.O. Box ZSO .
Shtppensbutg, PA 17257
INVESTMENT SERVICES Bl'8dley S. Gerlach. V,P. Tel. (717)240-0803
COMMERCIAL LENDING Jeffrey S. Gayman. V,P, Tel. (717)240..0802
BUSINBSS DEVELOPMENT OFFICER Paul Bayn~' V.P. Tel. (717)258-5170
CpMMERCIAL RELATIONSHIP MANAGER Mindy M. Jones Tel. (717)243-2865
LENDING SERVICES OFFICER Lois Ann Sollenberger TEL. (717)245-0237
427 Village Dr., Carlisle, PA 17015
Pax (717)249-0905
FROM:
13afl r ~t
B gAm ( .... tsfZ. wA-c..{~
"7 ~ z...o.
t)60 UA(..v~'... A B~Au,~
This transmittal of ~ pages, inCluding this cover page.
Au/ 7 '5 ?L~H CAt.'-
TO:
DATE:
S'UBJECT:
.... 'I
CONFIDENTIALITY NOTICE: This facsimile may contain confidential information, which Dlay be
legally privileged, and is intended only for the use of the individual 01' addressee(s) named above. If
you are not the intended recipient. you are hereby notified, that any disclosure, copying, distlibutiOll,
taking or any action in relia11ce on the cortte~ of this transmission is strictly prohibited. If you have
received this transInission in error, please notify us immediately by telephone (717-245-0237) so that we
can arrange for the return ofthe documents at no cost to you. Thank you.
€ lltel
tomputershare
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005532
Computershare Trust Company, N.A.
250 Royall Street
Canton Massachusetts 02021
Within the US, Canada & Puerto Rico 888 243 5445
Outside the US, Canada & Puerto RiCo 312 360 5126
www.computershare.com
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ALVIN BONAWITZ
109 MERRYHILL DR
CARLISLE PA 17013-6937
1..,111,.,111".',;.11,1.1.,11"1,1,,,,11,1,"111,1.1,11",1,11
,
Holder Account Number
C 0000320226 INO
1111111111111111111111111111111111111111111111111111111111111111\
SSNrrlN Certified
Symbol
Yes
AT
UllICSOlIlI(._IU'S.lI1~^ 11..51 ~.l1l_I)lX:VCMI5~J2/Un~R21/i I
ALL TEL CORPORATION - Statement of Holdings
ELECTRONIC IS THE WAY TO GO! Computershare offers you an easy way to make life simpler and more efficient.
Enroll in Investor Centre to access your account information online and request to buy or sell shares anytime, from anywhere in the world! You can also
update your address and request various forms. To register, simply visit www.computershare.com/US/regisler.
Dividend Information Holder Account Number:C 0000320226
Record I Payment Class Description I Shares/Units Participating In I Dividend I Gross I Taxes I Net
Date Date Dividend Reinvestment Rate ($1 Dividend ($) Withheld ($1 Dividend ($)
07 Sep 2007 03 Ocl 2007 Common 158.002369 0.125000 19.75 19.75
Transaction History From: 01 Jan 2007 To: 04 Oct 2007
. " I Transaction I Deduction I . Price Per Total Total
Date Transaction DeSCription Amount ($1 Amo($~ Deduction I Net I Share/Unit I Transaction I Shares/Units
Type Amount ($) ($) Shares/Units Held
Plan Transactions Drip-Common Slack
01 Jan 2007
03 Jan 2007
03 Apr 2007
03 Jul 2007
03 Ocl2007
8alance Forward
Dividend Reinvestment
Dividend Reinvestment
Dividend Reinvestment
Dividend Reinvestment
28.83
28.89
28.95
19.75
0.03 Comp Paid Fees
0.03 Camp Paid Fees
0.03 Camp Paid Fees
0.02 Camp Paid Fees
28.83
28.89
28.95
19.75
61.932800
62.679800
67.971900
70.260200
0.465505
0.460914
0.425911
0.281098
156.650039
157.115544
__1~7.5764~8
158.002369
158283467
Summary of Holdings
Date: 04 Oct 2007
Class Description
Certificat~d I Direct Registration/I . Dividend I Tota'l Closing Pric~ I
Shares/Umts . ReInvestment . Per Share/Umt
Held By You Book Shares/Units Shares/Units Shares/Umts ($)
0.000000 0.000000 158.283467 158.283467 70.140000
Value ($)
Drip.Cammon Slock
11,102.00
.
43UDR
AT L
+
D01C040005
OOHSJA
Please see importanl PRIVACY NOTICE an reverse side of statement
Optional Cash Purchase Please detach this portion and mail to the address shown below.
If you wish to make an optional cash purchase at this time, please make your check
payable to Computers hare. No third party checks will be accepted.
Please write your Holder Account Number and the Company Name on your check.
This form should ONLY be used for ALL TEL CORPORATION. '
The enclosed conlribulion will ONLY be applied to the account referenced 10 the right.
Holder Name: ALVIN BONAWITZ
Holder Account Number
C 0000320226 INO
Attached is a check for I $ ,
The plan. allows for ~ minimum amount of 550 with a maximum amount of 525.000 per quarter.
ALL TEL 'nvests optional cash payments weekly an Thursday. if the inveslment day ~ a nan-tradin9
day. funds wiD be invested on the nexl business day.
PLEASE NOTE: Notificalion of receipl of funds will not be mailed to you.
No ,nleresl w,lI be pa,d on the runds held pendin9 purchase.
11111111 ml ml mllllllllllllmllll~ 11111111111111111111111
1,11,,11.,..,,111,1,,1.,.1,11"11.,,11.,..11"11,",11..1.1.,1
Compulershare
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OOOOOOOOOATL SPPl C 0000320226.
W5J.com StQck' ChJrtirtg for WIN
12/03/200702:11 PM
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5/14/07
Z r...bnth (DaUy)
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14.71 14.8 14.66
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Symbol: ! I Date: ! 5/14/07 I [;~~01!11
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{omputershare
+
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 F BONAWITZ JR
& CATHERINE MAE FOUGHT EX EST ALVIN F BONOWITZ
109 MERRIHILL DR
CARLISLE PA 17015
1",111'1111111111111,1 J 11111111,1111111,111111I1111.111111,11
WINDSTREAM CORPORATION is
incorporated under the laws of the state of DE.
Holder Account Number
C 1100178598
~~ I ~ 1 UII II 111111111
Comp:::ny ID
SSNiTlN Certified
WIN
Yes
WINDSTREAM CORPORATION- Direct Registration (DRS) Advice
Transaction(s)
Date
Transaction Description I
Total I
Shares/Units
CUSIP I
Class
Description
04 Oct 2007
Transfer
237.000000
973B1W104
COMMON .
Account Information: Date: 04 Oct 2007 (Excludes transactions p~nding settlement)
Certificate Balance
Held by You
Current Dividend I
Reinvestment Balance
Current Direct I Total Shares/Units I
Registration Balance
CUSIP I
Class
Description
0.00
0.000000
237.000000 237.000000
973B1W104
COMMON
IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS.
This advice is your record of the share transaction affecting your account on the books of the Company as part of the Direct Registration System. It is neither a negotiable mstrument nor a
security, and delivery of this advice does not of itself confer any rights on the recipient It should be kept with your important documents as a record of your ownership of these shares.
No action on your part is required. If your plan allows, you can deposit your existing certificates, sell or request a certificate, or transfer your book entry shares.
Upon request, the Company will fumish to any shareholder, without charge, a full statement of the designations, rights (including rights under any Company's Rights Agreement, if any),
preferences and limitations of the shares of each class and series authorized to be issued, and the authority of the Board of Directors to divide the shares into series and to determine and
change rights, preferences and limitations of any class or series.
Assets are not deposits of Computershare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation. or any other federal or state agency.
.
40UDR
WIN
+
11r"nllnnnot
WSj,com St19ck' Ch..rtirfg for EQ
12/03/200702:10 PM
High
(NYSE) U.S. Dollar
Low Volume
Date
5/14/07
Price
2 M~nth (Daa~,)
@eigCharts.l~om
64.25 64.43
63.4
756,500
rE..... ..... ....... .... .-'r--...../~ ... 64.
... \'1762
........ . 60
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No Splits
May Jl,.W\
Get another quote any day after 1/2/1970
1 mo 2mo 3mo 2!!lQ 1:ir ~ ~
1/2/1970
Symbol: L,_,,"_~~~J Date: L?L!~L!~_~_.,__.J
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Page 1 of 1
~
.. - -
EMBARQ'"
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)
111111/1111111111111111111111.11.111111/.1111111111111111111II
ALVIN BONAWITZ
109 MERRIHILL DR
CARLISLE PA 17015-6937
CUSIP: 29078E105
ACCOUNT: 00020928999
SOCIAL SECURITY NUMBER: ON FI LE
FOR MORE INFORMATION, CALL THE TOLL FREE NUMBER ABOVE
PLEASE VISIT OUR WEBSITE AT HTTP://SHAREHOLDERVIEW.UMB.COM
STATEMENT DATE: 10/02/2007
TRANSACTION PRICE
DATE TYPE OF TRANSACTION NET AMOUNT PER SHARE SHARE AMOUNT TOTAL SHARES
BEGINNING BALANCE 37.0000
10/01/2007 SHARES DEBITED 37.0000 0.0000
.
BALANCE AFTER BOOK-ENTRY SHARES: TOTAL SHARES:
LAST TRANSACTION: 0.0000 0.0000
"
W
I-
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W
lbis confirmation is your record of the securities transaction affecting your account on the books of the Depositary as part of a Direct Registration System (DRS). It should be
kept with your important documents as a record of your ownership of these securities. To the extent applicable, this completes any transaction that you initiated. lbis
confirmation only includes activity for the shares held in your DRS account
FINANCIAL INSTITUTION INFORMATION - Applicable to Transfer to and from broker only:
Your BrokerlDealer:
NOT APPLICABLE
Your BrokerIDealer
IDNO:
Your BrokerIDealer
Account No:
Detach here:
Detach here:
__lI....
".;; -=>
EMBARQN
ACCOUNT: 00020928999
EMBCM EMBARQ
ALVIN BONAWITZ
109 MERRIHILL DR
CARLISLE PA 17015-6937
TRANSACTION REQUEST FORM c:
11.
MAIL TO: UMB Bank, n.a. ~
PO BOX 419064
Kansas City, MO 64141-6064
No action is required on your part unless you wish to initiate one of the following transactions.
I/we hereby authorize UMB Bank,n.a. to comply with the following instructions.
[Mark the box below if you wish to sell 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.
N01E: A sale transaction in excess of $10,000 must be accompanied by a Medallion Signature Guarantee. The shares will be sold
under the terms and conditions of the DRS Sales Program.
If you wish to transfer your shares to your broker/bank, please instruct them to initiate a profile-transaction to transfer the shares from your
DRS account to your brokerage/bank account.
a
N
a
~
~
1111/11 111111/111/111111111111
ALL REGISTERED OWNERS MUST SIGN AS SHOWN ON REGISTRATiON
Affix Medallion Guarantee Stamp
DAYTIME TElEPHONE NUMBER
99 .0511* INV
217
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alvin F Bonawitz
Include the proceeds of litigation and the date the proceeds were received by the estate.
All orooertv iointlv-owned with riQht of survivorshio must be disclosed on Schedule F.
FILE NUMBER
21-07-0509
ITEM
NUMBER
1
DESCRIPTION
Orrstown Bank, Checking Account #106001882
2
2004 Polaris A TV
3
2002 Ford Ranger
4
Boat
5
Boat Trailer
6.
Refund, Commonwealth of Pennsylania, 2006 Taxes
VALUE AT DATE
OF DEATH
66,805
500
3,775
2,000
200
531
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
73,811
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Page 1 of 3
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
106001882 Alvin F Bonawitz
Catherine M Bonawitz
ORRSTOWNBANK
A Tradition of Excellence
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
Date opened
01/08/01
Principle
66802.41
SA VINGS ACCOUNT
Account # Title of Account
Date opened Principle
CERTIFICATE OF DEPOSIT
Account # Title of Account
Date Opened Principle
77 East King Street
P.O. Box 250
Shippensburg, PA 17257
Accrued Interest
2.96
Accrued Interest
Accrued Interest
217
REV-1510 EX+ (6-9B)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
ESTATE OF
Alvin F Bonawitz
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.
21-07-0509
DESCRIPTION OF PROPERTY
ITEM INCLUOE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO OECEOENT 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 APPLICABLE) 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
TOTAL (Also enter on line 7 Recapitulation) $ 85,255
(If more space is needed, insert additional sheets of the same size)
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Alvin F Bonawitz
21-07-0509
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home, Services 413
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Alvin F Bonawitz, Jr. & Catherine Mae FouQht
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address ATTACHED SHEET
City State Zip
Year(s) Commission Paid: 2007 60,000
2. Attorney Fees 60,000
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 0
4. Probate Fees 714
5. Accountant's Fees
6. Tax Return 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
14. Reaister of Wills Filina Fee for the Amended Pa Inheritance Tax Return 15
TOTAL (Also enter on line 9, Recapitulation) $ 122201
(If more space is needed, insert additional sheets of the same size)
. ..
REV-1512 EX+ (12-O3)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alvin F Bonawitz
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-07-0509
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Cardmember Service, Credit Card 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, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3,249
. .
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Alvin F Bonawitz
21-07-0509
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)]
1 Alvin F. Bonawitz, Jr., 29 Church Road, Carlisle PA 17015 Son 20% Residue of the Estate
2 Catherine M. Fought, 109 Merrihill Dr., Carlisle PA 17015 Granddaughter 20% Residue of the Estate
3 Alice Bonawitz Fought, 207 South Hanover Street, Carlisle PA 17013 Daughter 10% Residue of the Estate
4 Jason Bonawitz, 1917 Esther Lane, Carlisle PA 17013 Grandson 10% Residue of the Estate
5. Rebecca Bonawitz Cobb, 55 Courtyard Drive, Carlisle PA 17013 Granddaughter 10% Residue of the Estate
6. Wayne Fought, 1420 Bradley Drive, Apt.F211, Carlisle PA 17013 Grandson 7.5% Residue of the Estate
7. Alan Fought, P.O. Box 553, Las Vegas, Nevada 89125 Grandson 5% Residue of the Estate
8. Isaac Barclay, c/o Rebecca Cobb, 55 Courtyard Dr. Carlisle PA 17013 Great Grandson 3.5% Residue of the Estate
ATTACHMENT FOR "SCHEDULE J"
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
ATTACHMENT FOR" SCHEDULE J II 573,300
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
(If more space is needed, insert additional sheets of the same size)
~. to_
"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
r - .--
"SCHEDULE J"
II
Soecific Bequests
FERN((BoNA WITZ)SMITH SISTER
704 S. MATTERSTOWN ROAD
MILLERSBURGPA 17061
$35,000.00
PEARL (BOL ToN)BoNA WITZ SISTER-IN-LA W
RTE. 209, Box2734
MILLERSBURGPA 17061
$30,000.00
EDNA M. BONA WITZ SISTER-IN-LA W
POST OFFICE Box 412
HALIFAXPA 17032
$30,000.00
SHIRLEY BONA WITZ SISTER-IN-LA W
1300 E. KINGSTREET
LANCASTER P A 17062
$30,000.00
DIANNE(BoNWITZ)KENEPP SISTER-IN-LA W
100 E. HUBLER ROAD
STATECOLLEGEPA 16801
$25,000.00
TIML. BONAWITZ NEPHEW
899 WALNUT SPRING LANE
STATECOLLEGEPA 16801
$25,000.00
PAGE 1
ft It .---
ANNALYN(BONAWITZ)BEASON NIECE
1033 CHELMSFORDDRIVE
MECHANICSBURGPA 17050
$25,000.00
RUTH(GOODLING)RIEGLE
909 CENTER STREET
MILLERSBURGPA 17061
NIECE
$25,000.00
CARLENE(BoNA WITZ) WRIGHT NIECE
207 JAMES ROAD
MILLERSBURGPA 17061
$25,000.00
AUDREy(BoNAWITZ)BoWERS NIECE
122 TRAVITZRoAD
MILLERSBURGPA 17061
$25,000.00
SHERWOODHoy NEPHEW
Box 191
HUMMELS WHARF PA 17831
$25,000.00
CYNTHIA WITHERS NIECE
15 RIDDLE ROAD
CAMPHILLPA 17011
$25,000.00
CHARLES E. BONA WITZ, III NEPHEW
POST OFFICE Box 412
HALIFAXPA 17032
$25,000.00
PAGEl
. .
. ~
EVAN SMITH
704 W. MATTERSTOWN ROAD
MILLERSBURGPA 17061
JOHN BONAWITZ
130 MARION TERRACE
EPHRATAPA 17522
ELIZABETH BONA WITZ
1406 LOCUST AVENUE
BUCKSBURG VA 24060
TIMMEE BUFFINGTON
630 W. SIDDONSBURG ROAD
DILLSBURGPA 17019
CATHERINE M. FOUGHT
109 MERRIHILL DRIVE
CARLISLEPA 17015
CATHERINE M. FOUGHT
109 MERRIHILL DRIVE
CARLISLEPA 17015
NEPHEW
$25,000.00
NEPHEW
$25,000.00
NIECE
$25,000.00
NEPHEW
$25,000.00
GRANDDAUGHTER
(REAL ESTATE)
$85,255.00
GRANDDAUGHTER
(BOAT & BOAT TRAILER)
$2,200.00
ALVIN F. BONAWITZ, JR. SON $31,970.00
29 CHURCH ROAD (PERRY COUNTY REAL ESTATE)
CARLISLEPA 17015
PAGE 3
... "...
ALVIN F. BONAWITZ, JR. SON
29 CHURCH ROAD (2002 FORD TRUCK & A TV)
CARLISLEPA 17015
TOTAL
Page 4
$3,875.00
$573.300.00
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LAST WILL AND TESTAMENT
OF
ALVIN F. BONAWITZ
fNi
I, ALVIN F. BONAWITZ, widower, of South Middleton Township (mailing address: 109
Merrihill Drive, Carlisle, PA 17015), Cumberland 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.
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1. I direct my hereinafter named ,Executors to pay al1 of my just debts and funeral
expenses and al1 costs of administration of IllY 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 thereon, shaH be paid from the
residue of my estate regardless of whether the assets upon which such taxes are based are
incl uded in my probate estate.
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3. I bring to the attention of my Executors that the house 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 granddaughter Catllerine M. Fought, with right of
survivorship, and I give devise and bequeath to her all of my interest in the same. In addition, I
bring to tile attention of my Executors that all of the household goods and furnishings located in
said residence at 109 Merrihill Drive are tile property of my granddaughter Catherine M. Fought,
she having bought and paid for a11.of tile household goods and furnishings located therein.
4. 1 give and bequeath to my granddaughter, CATHERINE M. FOUGHT, all of my
right title and interest in any boat which lawn at the time of my death either owned by me alone
.. or jointly witll her, including any boat trailer which I may own at tile time of my death, and all
boating equipment and accessories.
5. All of tile real estate in Perry County, Pennsylvania, which lawn, I give, devise and
bequeath to my son, ALVIN F. BONA WIlZ, JR., including all farm equipment and supplies and
tangible personal property related to tile farm which are located on it, together with all motor
vehides which I may own at the time of my death, provided he shall survive me by a period of
ninety (90) days, but should he fail to so survive me then this devise and bequest shall lapse and
be included in the residue of my-estate.
6. I give, devise and bequeath to each of tlJefollowing named seventeen (17) persons,
tile amount set after each name, provided that person shall survive me by a period of ninety (9)
days, but should tllat person fail to so survive me then the bequest shall lapse and be added to the
residue of my estate. The seventeen (17) persons being:
a. My sister, FERN (BONAWITZ) SMITH, 704 W. Matterstown Road,
MilIersburg, PA 17061-9718, the sum of $35,000.00.
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b. My sister-in-law PEARL (BOLTON) BONAWITZ, Rte 209, Box 2734,
Millersburg, PA 17061-18254, the sum 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 sisler-in-law. SHIRLEY BONAWITZ, 1300 E. King Street, Lancaster, PA
17062, Ule sum of $30,000.00.
e. My niece, DIANNE (BONAWITZ) KNEPP, 100 E. Hubler Road, State
College, PA 16801, the sum of $25,000.00..
. f.My nephew TIM L. BONAWITZ, 899 Walnut Boltom Lane, Slale College, PA
1680 I, the sum of $25,000.00.
Page J ofJ
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g. My niece, ANNALYN (BONAWITZ) BESOM, 1033 Chelmsford Drive,
Mechanicsburg, PA 17050, the sum of $25,000.00.
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h. My niece RUTH (GOOGLlNG) REIGLE, 909 Center Street, Millersburg, PA
17061-1415, the sum of $25,000.00.
. i. My niece, CARLENE (BONAWITZ) WRIGHT, 207 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, Humlllels Whalf, PA 17831-0191,
the sum of $25,000.00.
I. My niece, CYNTHIA (BONAWITZ) WITHERS, 15 Riddle Road, Camp Hill,
PA 17011, the sum of $25,000.00.
Ill. My nephew, CHARLES E. BONAWITZ, lII, 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 BONAWITZ, i30 Marion Terrace, Ephrata, PA 17522, the
SUIll of $25,000.00.
p. My niece, ELIZABETH BONAWITZ, 1406 Locust Avenue, Blacksburg, VA
24060, the sum of $25,000.00.
q.MY nephew, TIMMEE BUFFINGTON, 630 W. Siddonsburg Road, Dillsburg,
PA 17019, the suln 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 bequeath'to the following named
persons, their heirs and assigns, tlie percentage 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 them fail to so
survive me, then the same shall lapse and be added to tbe shares of the other persons so surviving
in proportion to the amount provided for each of them as set forth after each name:
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a. Twenty (20%) percent to my son ALVIN F. BONAWITZ, JR., of 29 Church
Road. Carlisle, PA 17015-9332.
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b. Twenty (20%) percent to my granddaughter, CATHERINE M. FOUGHT, 109
MerrihiIl Drive, Carlisle, PA 17015-6937.
c. Ten (10%) percent to my daughter, ALlCE BONAWITZ FOUGHT, 207 S.
Hanover Street, Carlisle, PA 17013.
d. Ten (10%) percent to my grandson, JASON BONAWITZ, 1917 Esther Lane,
Carlisle, PA 17013.
e. Ten (10%) percent to my granddaughter, REBECCA BONAWITZ COBB, 55
Courtyard Drive, Carlisle, PA 17013.
f. Seven (7.5%) point five percent to my grandson, WAYNE FOUGHT, 1420
Bradley Drive, Apt F211, Carlisle, PA 17013.
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Five (5%) percent to my grandson, ALAN FOUGHT, P.O. Box 553, Las Vegas,
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h. Three (3.5%) point five percent to my great grandson, ISAAC BARCLAY, c/o
Rebecca Cobb, 55 Courtyard Drive, Carlisle, PA 17013.
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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.
L Three (3.5%) point five percent to my great grandson, TYLER BONA WITZ.
(All four (4) clo Jason and Christine Bonawitz, 1917 Esther Lane, Carlisle, PA 17013.)
8. Whenever pursuant to the provisions of this Will all or any part of a distributive share
of the residue shall be payable to a person less than 21 years of age, title to the share of such
person shall pass to him or her, but the payment to him or her of such share shall be deferred
until he or she shall attain the age 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 unwilling to. assume such responsibility, then by the parents of such
person, but if the parents of such person are unwillingor 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
such share as the fiduciary in his or tlleir uncontrolled discretion may determine to the support,
education, and maintenance of such beneficiary. The autllOrity 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 such beneficiary or to prevent the absolute vesting thereof in such
beneficiary. With respect to the 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
autllOrized in this paragraph, such fiduciary shall have all the powers set forth under the
provisions of paragraph No. 11 of this Will to be exercised in the manner set forth in such
paragraph.
9. No beneficiary of any bequest or devise set forth in this Will, shall have the 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 the fiduciary to such beneficiary. Furtl1er, neither
the income nor the principal of said share shall be liable in any manner, in the possession of the
fiduciary, for tl1e debts, contracts or engagements?f any of the beneficiaries.
10. I hereby nominate, constitute and appoint my son, ALVIN F. BONAWITZ, JR., and
my granddaughter, CATHERINE MAE FOUGHT, as Co-Executors of this my Last Will and
Testament I further direct that neither of them shall be required to post any bond t9 secure the
faitllful performance of his or her or its duties in the Commonwealth of Pennsylvania or in any
other jurisdiction. .
11. In addition to the powers conferred by law, my hereinbefore named Guardians and
Executors, and their respective successors, are empowered:
a. To invest any part of the trust corpus in such securities, investments, or other
property as may be deemed advisable and proper, irrespective of whether the same are
authorized for the investment of trust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which
may be held, to vote in person or by proxy on any shares of stock; to consent to tlle 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
reorganization 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 of5
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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 credit, or partly for cash and
partly on credit, ahd 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.
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 entitled 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 of fiduciary duties and for the proper management and administration of
the trust estate.
h. In making any division of property into shares for the purpose of any
distribution thereof directed by the provisiC?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 allotment
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 proceedings 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.
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IN WITNESS WHEREOF, I ALVIN F. BONAWITZ have hereunto set my hand and
seal to this my Last Will and Testament, written on five (5) pages this 3 /'l -I~ day
of 1r.Jf"// ,2007
dl~ -7 &n~r
ALVIN F. BONAWITZ 3
(SEAL)
Signed, sealed, published and declared by ALVIN F. BONAWITZ, 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 set our names as attesting witnesses.
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