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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 _ _ _. ... ~ w.... . _.~ - -'.- - . - ".' ....... - -- - - - - -EI't- ~ ~ ~ ~ cc ~ w ~ ~ . cc cc I ~ ~ tf.I 0 ~ ~ < :j n ~ <i ~ ~. i ~ > f ~ ~ :P I :z: i ~ a: ~ ! a tI.l 0 ~ r ~ f ! ... ~ == ~ 1:1 rf Co i & e.. =: .. n f ~ i. ~ ::t f .. ..-I -< ", 0 g = c' ~ 5. i - :z: Q. ~ g ;3 !.. ~ to.) w r - I-> Io:l $ -..J ;j ~ ~ .... l..J ~ 2 !il: = w ..,,) ! ~. w VI ~ ~ VI 1:10 Vi - 011 "" = -..J .~ VI -..J fool) io'il M tit <: - - - - ... e. - ... 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[g [~. = [:t Q. Q tIS .... co f: ;n' a = ~ t:1 o t:l ~ ... ~ Q -oJ " "''''wi .."""" " 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 + == 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 ~ - - ~ """" 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 P.O. Box 6006 Carol Stream. IL 60197-6006 OOOOOOOOOATL SPPl C 0000320226. W5J.com StQck' ChJrtirtg for WIN 12/03/200702:11 PM Price High (NYSE) U.S. Dollar Low Volume Date 5/14/07 Z r...bnth (DaUy) @8igCharls.com 14.71 14.8 14.66 4,312,800 f\ li\uv+~. 15.00 \l~ ,,/ !fit }J VV .. V 14.75 .. No Splits Jut"! Get another quote any day after 1/211970- 1/211970 Symbol: ! I Date: ! 5/14/07 I [;~~01!11 "--'__'"""._~'r.._.'~.m...i ;",~~,~_~__"""'_>~~,.-_.... 1 mo 2mo 3mo 6mo 1:ir ~ Za Copyright@ 1999-2007 BiaCharts.com Inc. All rights reserved. Please see our Terms of Use. Historical and current end-of-day data provided by FT Interactive Data. Cllt tIle cOI.cl. Copyright@ 2007 Dow Jones & Company, Inc. All Rights Reserved http://www.bigcharts.com/custom/wsjie /wsjbb-historical.asp?sym b=WI N&sid = 86 3 O&c1ose_date = 5 1141 0 7 Page 1 of 1 1111111111111111111I111111111111111I11111111111111I111111111 Windstream'\fV {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 Pv .' ... . . . S8 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 r~~\'i ."""':,...:.,<".:.,:-:,N Copyright ~ 1999-2007 BiaCharts.com Inc. All rights reserved. Please see our Tenms of Use. Historical and current end-of-day data provided by FT Interactive Data. Retire in the style YOll'd like... Copyright ~ 2007 Dow Jones & Company, Inc. All Rights Reserved http://www.bigcharts.com/custom Iwsjie Iwsj bb- h istorical.asp?sym b= EQ&s id= 863 O&c1ose_date= S 1141 0 7 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- ::;; 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 Kelley BIOJe Bool: - .Private Party Pricing Report - Ford, Ranger 08/08/200703:22 PM Kelley Blue Book THE TllIJSTED aESOURCE. -'--'-'--'-----IdIII.(Om -.~.... ---. '" ~~ ~, ,. - advertlsernent VENT CliCK & GO BEFORE YOURS IS GONE. CHEVY MODEL YEAR EN Quick Dealer Price Quote Search Used Car Listings List Your Car for Sale _:[.lM=-_~I:I.'llI!lJit:i-"( USED CARS lFf-r.],'iI:kl:i:&.lIf:'i~_::l~:a!YS."".=-Ti,tlNeI-__0lJj.jJ.'f;:Il;tf~"_I'I!l._tiHilt:4;'I~"iJtlw..~~. ~ > Used Cars > ~ > E2!:l! > Ranaer > Short Bed > Equipment Print This Page 2002 Ford Ranger Short Bed ~ Shopping Tools Free CARFAX Record Check Auto Loan from 6.65% APR Compare Insurance Rates Payment Calculator Extended Warranty Quote Print For Sale Sign BUY A USED CAR on Blue Book Classifieds™ Ford r:h} Ranger '"l'j f '30 Miles or less +;") ZIP Code 117013' t................., To View Ads, Click SELL YOUR USED CAR. on Blue Book Classifieds"'" Reach millions of shoppers on kbb.com, Cars.com, and other popular sites. Find out more, Click mUI nn: INi.!1T rAP BLUE BOOK~ PRIVATE PARTY VALUE "\JH~T'$ 'HiP iJ Estimated Payments s88 Imo (fj) 6.35% APR Ch~ for Ol!'hti~ Condition HL'H"'T'Z 'lilZ, Value Get a Pre-Owned Loan from 6.65% APR ExceUent Good $4/725 $4,300 $3/775 Your Credit Score for Free Get a Free Insurance Quote More Photos Fair Search Local Listings Sell Your Pickup advert\sernent NEXT STEPS: Average Consumer Rating (56 Reviews) Read Reviews ;r;r~;r1J 4.5outof5 Review This Vehicle Vehicle Highlights Mileage: Engine: Transmission: Drivetrain: 69,000 4-Cyl. 2.3 Liter 5 Speed Manual 2WD Selected Equipment Change Equipment Standard. AM/FM Stereo Dual Front Air Bags Blue Book Private Party Value .....~........~........ ---- Private Party Value is what a buyer can expect to pay w11en buying a used car from a private party. The Private Party Value assumes the vehicle 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 vehicle donation purposes. ..~ ~ . - . --- ~- ~ .........- http://www.kbb.com/KBB / U sed Cars I Pricing Report. as px?Manu factu re rid =.. .%7 cIS 5 3 3 7%7 cfalse%7 cIS 54 3 6%7 cfalse&Condition = Fair&Qu izCond itions= 0 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 . If~~ t,I.'1 :1:-; ~Ii, imi' I}r~'; n~: ~:~~{ ~~J, ~W; r~f_;1 .. '---:. 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. ~.---...__. ~"'. ';;:!(i ~'.l" ~.I~ !'V:f; 'I'~'I\':' '~... r~!;.! fl:""': i::\!i I 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. I..'.'.....'....'. j.;~,;' ~i-:~~, i~W my; I";" ~l ~ ~~ I:CE :.~1~ ,;~ ~~ !ffi ,\::. ~~ ~J;';. '7;-'. ..I,( (;~ d, ;~ r~: lL~ 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. ;......"...,. r:,' ~: :'1 .~. ~!/ r~, :I.i...,i..... ":.1 ~) ~'.'. l~;: '.'.,' I, i{ r W ~. v. ~i \; I, f 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 4~ ;( ~~d:r . . - '. __",l,ti't"'l'"'; ~~~~~;j'':I~'''!\WG~?lf'~~~~J~ ~'.' '. '.;. ,. _ _;'. ._. ., ,,' :.. ...:~... .,. ~ :~.~'OW;~.., .l..~~ ~~L_..6J!!~. .~'ji\l~ l~i'Ft " ~...'.".'.'.'.'.....'.','.'.','..'" . <1~l.(. -~:~fV, ":.:''11 ~6;;j:, t ;,;~; ","":' (:,;',~;',:~ li18l: t" ~~ ~."."""'.' rj)Y: ~t;,!-, 1.,1." 11 I t,r.. !~1~' k'" r\i'11: f" ~ k~( ~:'f; ~"."i' '1"',.;' !.:.~.,....:...,...!l..,-...;..... 1i1( ...:';, ~;;J: ...t, ~i-0; ;.,~;~: !-,";. g. My niece, ANNALYN (BONAWITZ) BESOM, 1033 Chelmsford 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 (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: ~~:fi '(". 1~ a. Twenty (20%) percent to my son ALVIN F. BONAWITZ, JR., of 29 Church Road. Carlisle, PA 17015-9332. ~F ;"., r.l.\.' ";;'. ~.~~; '...:. l'~~. ',""l '..,1:" i.:.:.:.' ~ tiJ f' \~;!, 'I:....,.... :/.:. ~'1 (" l;' \.'.'.' .. ;{.~:f':~!::;:'Y~"'!:'.::~.__ .4~";"~~!'~~.!','r,!..,\.~:..t:~IT!T~~~~~.tsl;Jt.~~a!.~";f,',G'l"'~!!.~15;f.~.:.~~~~:.It""...n-!l'(cr!k~_tt_, 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. g. Nevada 89125. Five (5%) percent to my grandson, ALAN FOUGHT, P.O. Box 553, Las Vegas, Page 2 ofJ ?{-?v:" ~ ~.e%"'i:' C~'\~"'V'''':~l'!..:iz.~~:lCn''~~Jl'-4t~~...v...'Y:.'l:rsu.:':i'.!'>45~~!::"..,i-t~"'t!.o;-.;;,';.':l':,!:;;-.j-':....; "'. .....,_....:~,. :;. .. . . , . ~----..+ h. Three (3.5%) point five percent to my great grandson, ISAAC BARCLAY, c/o 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. 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 tflL..:.. ;: /~~ a-<A-1 ~~""'I';r. ~ _t :rI", I:: _J~ lli~3 "i.t!~___::;...: ~ ;~. .. ti1i~i~JS: Et\?..,t.i. i~.i:l. _1Z1l~ ~r~~~t~;l::.~'?f.:t.:.'''j::::'''-:~'~''-!''''':''f.'',' I'~ ... ~ t" ,. Ii:' t;' 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. Page40fJ tf~ i< /~L-CL~"~ . "~:"~:;7:._~:1:Tl;.~7T.!.r~:~:~~.:_f'?r~?n'~ti~~ ;;~~~';M~!1:}~!tEiri~~;1fJi:i.~t~~1h~~111~P.f,~~'~d;~.~~.!~f!!.tl[']:~;~1-~~:-Jrf!';~p;1;.:rt~~i(,r~1!..!Lt~~~i;~I.~~:f!.;!-)~~[~!..l~;i"_~;;~ ;;,;".i.' -,::.:.,' -. r-'.-' .... r.~'t. .. ; ! ." 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. ~k.F{.r 71 ~'A ! . t',. . I, I. , . ! PageS 0[5 &~~~;'0'S~:;~;.'f;&;:,..