HomeMy WebLinkAbout03-26-08
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 2007
0738
Date of Birth
203-10-1839
OS/21/2007
08/11/1913
Decedent's Last Name
Suffix
Decedent's First Name
MI
Kitzmiller
C
Elwood
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Kitzmiller
Spouse's Social Security Number
Mary
THIS REiURN MUST BE FILED iN DUPLICATE WITH THE
REGISTER OF WILLS
E
FILL IN APPROPRIATE OVALS BELOW
'.' 1. Original Return
2. Supplemental Return
4. Limited Estate
Cd
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
C> 4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
fa)
o
8. Total Number of Safe Deposit Boxes
Penelope Erney-Trustee
Firm Name (If Applicable)
717-766-5071
REGISTER OF WILLS USE ONLY
First line of address
918 Conley Drive
Second line of address
City or Post Office
Mechanicsburg
State
Pa
ZIP Code
DATE FILED
.........,
17055
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
It is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge.
't~~Gg:~:::;;_N~~~R'~N RN~~_'7~ll~'Lj2L~1'i-LL DATE ___/~_(~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
---..-------.---....----..--" -_._~-- -------- ---- ---
DATE
ADDRESS
- --~------._-_.~----_._----.
PLEASE USE ORIGINAL FORM ONLY
L
15056051058
Side 1
15056051058
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15056052059
REV-1500 EX
Decedent's Name:
RECAPITULATION
1. Real estate (Schedule A).
2. Stocks and Bonds (Schedule B) . . . . . . . .
.......... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . .
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . 5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . .
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) . . . . . . .
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . .
.....12.
. . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . .. . .. .
. . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 L 778,642.13
15.
16. Amount of Line 14 taxable
at lineal rate X.O 45
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
16.
17.
18.
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059
Side 2
L
Decedent's Social Security Number
203-10-1839
1.
0.00
0.00
3.
0.00
0.00
0.00
8.
45,854.39
737,776.46
783,630.85
6,994.58
0.00
9.
6,994.58
776,636.27
0.00
776,636.27
0.00
0.00
0.00
0.00
0.00
.
15056052059
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Elwood C. Kitzmiller Estate
Calculation of Taxable Interest
Total Taxable Estate
Assets Passing to surviving spouse
Members First accounts, titled in names
of decedent, surviving spouse, Mary
Kitzmiller, daughter Penelope Erney
and son Elwood Kitzmiller Jr.
Interest of Decedent
Interest of surviving Spouse 1/3
Interest passing to children 2/3
Taxable Interest for Pa. Tax
Less: Funeral Bill
Amount taxable for Pa. Inh. Tax
$7,475.58
(2,491.86)
4,983.72
4,982.72
(6,994.58)
-0-
776,636.27
778,642.13
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Elwood C Kitzmiller
STREET ADDRESS
320 Messiah Village Circle
FJIl;l..Number
i0738
DECEDENT'S SOCIAL SECURITY NUMBER
203-10-1839
CITY
Mechanicsburg
STATE
Pa
-----rziP---- ---
I 17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
213.05
Total Credits (A + B + C ) (2)
213.05
3. interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
213.05
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 00 D
b. retain the right to designate who shall use the property transferred or its income; ............................................ D 00
c. retain a reversionary interest; or.......................................................................................................................... D Ga
d. receive the promise for life of either payments, benefits or care? ...................................................................... D Ga
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D Ga
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D [KJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D [KJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 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 PS: 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. s9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 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. s9116(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.
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REV-1502 EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elwood C. Kitzmiller
FILE NUMBER
21-2007-0738
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
VALUE AT DATE
OF DEATH
None
0.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
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REV-1503 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Elwood C. Kitzmiller
FILE NUMBER
21-2007-0738
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
None
0,00
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0,00
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REV-1507 EX+ (6-98)
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elwood C. Kitzmiller
FILE NUMBER
21-2007-0738
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
None
0.00
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
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REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISe.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elwood C.Kitzmiller
FILE NUMBER
21-2007-0738
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VAl.UE AT DATE
OF DEATH
None
0.00
TOTAL (Also enter on line 5, Recapitulation) $
0.00
(If more space is needed, insert additional sheets of the same size)
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REV-1509 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elwood C. Kitzmiller
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-2007-0738
SURVIVING JOINT TENANT(S) NAME
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
RELATIONSHIP TO DECEDENT
A. Mary Kitzmiller
B.
PEnelope Erney
C.
Elwood C. Kitzmiller Jr.
JOINTLY-OWNED PROPERTY:
ADDRESS
320 Messiah Circle, Mechanicsburg, Pa.
918 Conley Drive, Mechanicsburg, Pa.
18 Bold Ruler Circle, Dillsburg, Pa.
Surviving spouse
o
Daughter
Son
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECDS VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY.HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
1 a,b,c 06/10/05 Members First Savings Account 266073-00 30.00 25% 7.50
2 a,b,c 06/10/05 Members First Checking Account 266073-11 29,902.32 25% 7,47558
3 a 09/28/06 Pa. State Bank Savings Account 21406103 47,845.40 50% 23,922.70
4 a 09/28/06 Pa. State Bank CD#9150009283 21,320.45 50% 10,660.22
5 a Wilmington Trust NC 2725-1730 7,57678 50% 3,788.39
TOTAL (Also enter on line 6, Recapitulation) $ 45,85439
(If more space is needed, insert additional sheets of the same size)
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REV-1510 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elwood C. Kitzmiller
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2007-0738
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Elwood C, Kitzmiller Revocable Deed of Trust, dated 10/27/1993 and 737,776.46 100 0.00 737,776.46
amended in its entirety 11/9/2006, See attached copy of Trust
TOTAL (Also enter on line 7 Recapitulation) $ 737,776.46
(If more space is needed, insert additional sheets of the same size)
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REV-1511 EX+ (12-99)_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Elwood C. Kitzmiller
FILE NUMBER
21-2007-0738
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Hoover Funeral Home
6,944.58
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
,Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
6,944.58
(If more space is needed, insert additional sheets of the same size)
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REV-1512 EX. (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elwood C. Kitzmiller
FILE NUMBER
21-2007-0738
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.
None
0.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
;) 1 t. .
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elwood C. Kitzmiller
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-2007-0738
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 Mary Kitzmiller Surviving Spouse Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Edward C. Kitzmiller Revocable Deed of Trust
Valuation of Assets
5/21/2007
Wilmington Trust Certificate of Deposit #0756-2187-000
Smith Barney AIC 724-12058-10
Bank of America Certificate of Deposit #91000064863234
$68,000 USA Series HH Savings Bonds. See attached sheet
UBS Financial Services Inc. AlCHWIIII145, consisting of:
800 shs. FPL Group Inc. @ 65.40
650 shs. General Electric @ 37.22
1168 shs. Pepco Corp @ 30.50
9902 shs. PP&L Corp @ 45.67
Total DID Value
DID Value
$60,355.27
29,965.37
15,114.48
68,000.00
52,320.00
24,193.00
35,624.00
452,224.34
$737,776.46
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SMITH BARNEY
Balances
As of OS/21/2007
Elwood C Kitzmiller Sr Ttee
Fbo Elwood C. Kitzmiller
U/A/D 10-27-1993
320 Messiah Circle
Mechanicsburp; PA 17055-8620
repared by FLORENCE R. CLIFFORD
17-780-1700
Acct No. 724-12058-19
Market Value
% Of Assets..
CD's
Bank Deposits
$29,958.60
6.77
99.98%
0.01
Total Account Value
$29,965.37
100.00%
JAN 0 3 Z008
% of Assets rel1ects account balances as a percentage of long position & cash rounded to the nearest hundredth. As a result the total may
t equal 100%.
he above summary/prices/quotes/statlstlcs have been obtained from sources believed reliable but are not necessarily complete and cannot be
uaranteed. The Infom1atlon contained in monthly account statements and confirmations rel1ects all transactions processed by Smith Bamey,
Ind as such supersedes all other reports for financial and tax purposes. Smith Bamey Is a division and service mark of Citlgroup Global Markets
fIe. Member SIPC.
p'dependent. third-party research on certain companies covered by the firm's research is available to clients of the firm at no cost. Clients can
ccess this research at www.Smithbamey.com or can call 1-866-836-9542 to request that a copy of this research be sent to U1em.
itlgroup Investment Research's research ratings are displayed within the Research Rating column in 'Holdings'.
Page 1
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SMITH&RNEY
Holdings
As of OS/21/2007
Elwood C Kitzmiller Sr Ttee
Fbo Elwood C. Kitzmiller
U/A/D 10-27-1993
320 Messiah Circle
Mechanicsbur~ PA 17055-8620
repared by FLORENCE R. CLIFFORD
1 7-780-1700
Acct No. 724-12058-19
Quantity Symbol/CUSIP Descrtption
6.77 #BDP BANK DEPOSIT PROGRAM
30,000.00 939379AE30BO WASHINGTON MUTUAL BANK - NV
Coupon 5.05% Mature 11/28/07
Accrued Int. $111.89
Research
Ratinl!:
Prtce
Market Value
$1.00
99.86
$6.77
29,958.60
Total Account Value
$29,965.37
the above summary /prtces/quotes/statistics have been obtained from sources believed reliable but are not necessartly complete and cannot be
uaranteed. The information contained in monthly account statements and confirmations reflects all transactions processed by Smith Barney.
Ind as such supersedes all other reports for financial and tax purposes. Smith Barney is a diVision and service mark of Citigroup Global Markets
he. Member SIPC.
tIde pendent, third-party research on certain companies covered by the firm's research is available to clients of the firm at no cost. Cl1ents can
ccess this research at www.smithbarney.comor can call1-866-836-9542 to request that a copy of this research be sent to them.
ltigroup Investment Research's research ratings are displayed within the Research Rating column in 'Holdings'.
Page 2
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5701 Horatio St
Utica, NY 13502
Bank of America .,....
~
",
January 23,2008
STERLING FINANCIAL TRUST COMPANY
101 NORTHPOINTE BLVD.
LANCASTER, PA 17601
ATTN: CHRISTOPHER W. KULL
RE: ESTATE OF ELWOOD C. KITZMILLER
REF#:U011708000849
(date of death - 5/21/07)
Below you will find financial information requested on the above captioned decedent:
Account Number:
Date of Death Balance:
Accrued Interest:
Status:
Account Title:
91000061464458 CD
$0.00
$0.00
OPENED 11/15/04 CLOSED 5/15/07
ELWOOD C KITZMILLER TRUST
U IT /D 10/27/93
ELWOOD C KITZMILLER TRUSTEE
$0.00
Current Balance:
Account Number:
Date of Death Balance:
Accrued Interest:
Status:
Account Title:
91000064863234 CD
$15,099.19
$15.29
OPENED 2/11/05 CLOSED 7/2/07
ELWOOD C KITZMILLER REV LIVING TRUST
U/T/D 10/27/93
ELWOOD C KITZMILLER TRUSTEE
$0.00
Current Balance:
NO SAFE DEPOSIT BOX FOUND.
If yau h?ve a.ny questiar.s -:onceming the information provided, please do not hesitate to contact
me. For questions not related to date of death values, please send your written request to Legal
Correspondence Resolution Services & Support Center at:
Bank of America
Legal Correspondence KS. & S. Center
FLl-002-01-31
5570 West IdleWild Ave.
Tampa, FL 33634
If you have any questions, please contact the party listed below. Should you need to forward any
additional correspondence to us regarding this matter, please direct it to the address noted above.
When contacting the Bank regarding this request please use the Reference#U011708000849.
Sincerely,
~~~~\\\()D
Charles Bellino
Sr. Operations Representative
(315) 738-5630 opt 6
JAN 2 9 2008
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REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
Name of Joint Owner
Date Joint Ownership Established
Name of Joint Owner
Date Joint Ownership Established
CHECKING ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
Name of Joint Owner
Date Joint Ownership Established
Name of Joint Owner
Date Joint Ownership Established
Estate of: ELWOOD C. KITZMillER
Date of Death: May 21, 2007
Social Security Number: 203-10-1839
,., 1~
MEMBERS 1st
FEDERAL CREDIT UNION
266073-00
06/10/2005
$30.00
$.00
$30.00
Mary Kitzmiller
06/10/2005
Penelope Erney
06/10/2005
Elwood Kitzmiller Jr.
05/01/2006
266073-11
06/10/2005
$29,898.25
$4.07
$29,902.32
Mary Kitzmiller
06/10/2005
Penelope Erney
06/10/2005
Elwood Kitzmiller Jr.
05/01/2006
Ml~~;;JfuEb l0::-
Danielle A. Kline
Insurance Services Specialist
January 15, 2008
clAN 1 7 2008
5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (800) 283-2328 . www.members1st.org
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[his is t)jicrtifY C'1al 1 he ini'ormation here given IS correctly copied from all or; gina1 ecrti heak of death elL! J \/..; 'cd \v1h me as
oea1 Registrar. The origin;:d certificate will be forwarded to the State Vital Rt>:ords Office Cor pernlanl~n lilin~.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
/1
/~~4
Fee for this l:ertificate, $6.00
Rq'I.,trar
p
13360894
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Date
ttl.Yr:td~~\F:1t l:'.~.b.t$.l-fu:)
Elwood C. Kiumillcr
~A9*u...:a"'~
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Soe Instructlone and examples on reverse)
HIO,.t"') REV 1112005
TYPE I PAlHT et
PERMAI/ENT
BLAaC INK
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Mechanic.burg. PA 17055
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Hoover Funeral Homes, Inc.
103 West Main Street
Elizabethville, P A 17023
(717) 362-8522
Mrs. Mary E. Kitzmiller
320 Messiah Circle
Mechanicsburg, P A 17055
June 4, 2007
Funeral Expenses for Elwood C. Kitzmiller
PROFESSIONAL SERVICES
c Services of Funeral Director & Staff
< Embalming
Other Preparation of the Deceased
$ 1,500.00
$ 500.00
$ 200.00
$ 400.00
$ 400.00
$ 300.00
$ 200.00
$ 100.00
$ 1,800.00
$ 30.00
$ 50.00
$ 600.00
$ 212.00
$ 192.16
$ 215.42
$ 205.00
$ 90.00
$ 6,994.58
$ 6,994.58
-
.....JUIVe 14 2,007
I
OTHER STAFF AND RELA TED FACILITIES
Viewing at Funeral Home
Funeral Ceremony
TRANSPORT A TION
Hearse
Transfer of Remains to Funeral Home
Utility Car / Lead Car
MERCHANDISE
Zenith
Memorial Folders
Register Book
CASH ADVANCES
Opening Grave
Flowers & tax
Newspaper Notices
Food for funeral luncheon
Date cutting on crypt door
IS Death Certificates @ $6 ea
TOTAL CHARGES
BALANCE DUE:
1% d7S~Oi),Jt- ON NOfJ CA"J.1AdvAA.u..lte~ {F~~rd ~
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AMENDMENT TO
THE
ELWOOD C. KITZMILLER REVOCABLE LIVING TRUST
DATED OCTOBER 27.1993
THIS AMENDMENT TO TRUST is executed in triplicate on this 9tl. day of
November, 2006, by and between ELWOOD C. KITZMILLER, now of320 Messiah Circle,
100 Mount Allen Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055 (herein called
"Grantor") and EL\VOOD C. KITZMILLER and MARY E. KITZMILLER, now of320
Messiah Circle, 100 Mount Allen Drive, Mechanicsburg, Cumberland County, Pennsylvania
17055, and their children, PENELOPE A. ERNEY, ELWOOD C. KITZMILLER, JR., and
DONNA P. OHREL (herein called "Trustees").
WHEREAS, Grantor and ELWOOD C. KITZMILLER, as Trustee, entered mto The
Elwood C. Kitzmiller Revocable Living Trust on October 27, 1993, (herein called the "Trust");
and
WHEREAS, Grantor now desires to amend and revise the Trust, to make the within
described deletions, amendments and corrections.
NOW, THEREFORE, the partieshereto, in consideration ofthe mutual covenants
herein stated, agree as follows:
1.
follows:
The entire prior terms of the Trust are amended in their entirety to provide as
ARTICLE I.
PARTIES, PERSONAL DATA AND DISCLAIMER
1.01. Parties and Personal Data. The Settlor is married. The Settlor has three
children, PENELOPE A. ERNEY, ELWOOD C. KITZMILLER, JR., and DONNA P.
OHREL. Throughout this Trust Agreement: (a) ELWOOD C. KITZMILLER, will be
referred to as the Settlor; and, (b) PENELOPE A. ERNEY, ELWOOD C. KITZMILLER,
JR., and DONNA P. OHREL will be referred to as the Settlor's children or the children of the
Settlor.
1.02. Disclaimer. The Trustee shall have the right to disclaim, in whole or in part, prior
to its acceptance by the Trustee, any interests in property for any reason, including but not limited
to a concern that such property could cause potential liability under any federal, state, or local
environmentallaw.
ARTICLE II.
TRUST ESTATE
" .
2.01. Transfer to Trust. Settlor does hereby assign, transfer and deliver to the Trustee
and its successors and assigns the property described in Schedule "A" attached hereto and made a
part hereof, or as Schedule "A" may be amended. As further evidence of such assignment, the
Settlor has executed or will execute or cause to be executed such other instruments as may be
required for the purposes of completing the assignment or transfer of title to such property to the
Trustee. The Trustee accepts such transfer and assignment to itself as Trustee, and the Trustee
undertakes to hold, manage, invest and reinvest the assets ofthis Trust, and to distribute the
income and principal of the Trust in accordance with the provisions of this Agreement.
2.02. Additional Transfers to Trust. The Settlor, and any other person, with the
consent ofthe Trustee, shall have the right at any time to make additions to the corpus ofthis
Trust or any shares thereof hereby established. All such additions shall be held, controlled, and
distributed by the Trustee in accordance with the terms and conditions of this Agreement.
ARTICLE III.
LIFE INSURANCE POLICIES
3.01. Transfers of Life Insurance to Trust. If any insurance policies are transferred
into this Trust, the Trustee shaH be vested with an right, title, and interest in and to the
transferred policies of insurance, and are authorized and empowered to exercise and enjoy, for
the purposes of the Trust herein created and as absolute owner of such policies of insurance, all
the options, benefits, rights and privileges under such policies, including the right to borrow upon
and to pledge them for a loan or loans. The Trustee takes all rights, title, and interest in and to
such insurance policies subject to any prior split-dollar life insurance agreement which may be in
effect at the time ofthe transfer. The insurance companies which have issued such policies are
hereby authorized and directed to recognize the Trustee as absolute owner of such policies of
insurance and as fully entitled to all options, rights, privileges, and interests under such policies,
and any receipts, releases, and other instruments executed by the Trustee in connection with such
policies shall be binding and conclusive upon the insurance companies and upon all persons
interested in this Trust.
3.02. Pavrnent of Premiums. It is the intention of the Settlor to pay any and all
premiums, assessments or other charges necessary to keep each policy included in the Trust in
force unless such premiums shall be paid by the insured thereunder (where the insured is
someone other than the Settlor) or in some other manner, but the Settlor shall be under no duty in
this respect and shall incur no liability to the beneficiaries of the Trust or to any other person if
the Settlor shall permit any such policy to lapse for nonpayment of premiums, assessments or
charges, or otherwise permit any such policy to become uncollectible.
The Trustee shall be under no obligation to pay the premiums which may become due and
payable under the provisions of any policy of insurance which may be transferred or assigned to
this Trust, or to make certain that such premiums are paid by the transferor of such policy, or to
notifY any persons of the nonpayment of such premiums, and the Trustee shall be under no
responsibility or liability of any kind in case such premiums are not paid, except that the Trustee
shall apply any dividends received by the Trustee on such policies to the payment of premiums
thereon.
2
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, I , .
Upon notice at any time during the continuance ofthis Trust that the premiums due upon
such policies are in default, or that premiums which will become due will not be paid, either by
the transferor or by any other person, the Trustee, within its sole discretion, may apply any cash
values attributable to such policy to the purchase of paid-up insurance or of extended insurance,
or may borrow upon such policy for the payment of premiums due thereon, or may accept the
cash values of such policy upon its forfeiture. In the event that the Trustee receives the cash
value of such policy upon its forfeiture for nonpayment of premiums, the amount received shall
be added to the corpus of this Trust, and shall be administered according to the tenns of this
Agreement. Ifthe insured under such policies of insurance, becomes totally and pennanently
disabled within the meaning of any policies and because thereof the payment of premiums, or any
of them, shall, during the pendency of such disability, be waived, the Trustee, upon receipt of
such knowledge, shall promptly notifY the insurance company which has issued such policies,
and shall take any and all steps necessary to make such waiver of premium provision effective.
3.03. Ri~hts in the Life Insurance Reserved to Settlor. The following rights,
exercisable without the consent of the Trustee or the beneficiaries of the Trust, are expressly
reserved by the Settlor during the Settlor's lifetime with respect to each policy included in the
Trust insuring the Settlor's life and owned by the Settlor and made payable to the Trustee
hereunder: (i) to exercise ail options, elections, rights and privileges accorded to the Settlor under
the tenus of any such policy, (ii) to obtain all or any part of the loan value of any such policy, (iii)
to use any such policy as collateral for a loan, (iv) to sell, assign or pledge any such policy, (v) to
receive any dividends, distributive shares of surplus earnings, disability benefits, surrender values
or the proceeds of matured endowments, (vi) to change the named beneficiary to whom the
proceeds of such policy are payable on the insured's death, and (vii) to convert any or all policies
into other forms of insurance or annuities or to permit the same to lapse. The Trustee agrees to
execute any and all instruments that may be necessary to permit the exercise of any such right by
the Settlor, without liability to anyone for so doing. Upon the maturity of any life insurance
policy included in the Trust, whether at the insured's death or at any other time, the Trustee shall
collect the proceeds thereof.
3.04. Duties of Trustee Re~ardin~ the Life Insurance. The Trustee shall be under no
obligation or duty whatsoever except with respect to the safekeeping of such policies of
insurance and the duty to receive such sums as may be paid to it, in accordance with the
requirements of this Trust, by the companies issuing such policies, and to hold, manage and
disburse such proceeds subject to the terms of this Agreement. Upon the death of the insured,
the Trustee shall make reasonable efforts to carry out the provisions of this Agreement, including
the maintenance or defense of any suit, provided, however, the Trustee shall be under no duty to
maintain or enter into any litigation unless its expenses, including counsel fees and costs, have
been advanced or guaranteed in an amount and in a manner reasonably satisfactory to it. The
Trustee may repay any advances made by it or reimburse itself for any such fees and costs from
any corpus or income of this Trust.
ARTICLE IV.
DISTRIBUTIONS FROM TRUST
4.01. Distributions Durin~ Settlor's Life. The Trustee shall pay to, or apply for the
benefit of, the Settlor: (1) so much of or all of the income and so much of or all of the principal
3
", . , , .
as the Trustee deems desirable for the most comfortable care, support, maintenance, welfare,
education, happiness, luxuries and any needs arising from illness, accidents or other emergencies
of the Settlor, and (2) so much of or all of the income and so much of or all of the principal as the
Settlor shall request.
4.02. Distributions Upon Death of the Settlor. Upon the death of the Settlor,
ELWOOD C. KITZMILLER, the Trustee shall distribute the Trust proceeds to the Settlor's
wife, MARY E. KITZMILLER. If and in the event that the Settlor's wife, MARY E.
KITZMILLER, does not survive the Settlor, then the Trust estate shall be distributed to the
Settlor's children, PENELOPE A. ERNEY, ELWOOD C. KITZMILLER, JR., and DONNA
P. OHREL, per stirpes.
ARTICLE V.
PO\VERS OF TRUSTEE
5.01. General Powers. In addition to such other powers and duties as may have been
granted elsewhere in this Trust, but subject to any limitations contained elsewhere in this Trust,
the Trustee shall have the following powers and duties:
A. In the management, care and disposition of this Trust, the Trustee shall
have the power to do all things and to execute such deeds, instruments, or other
documents, as may be deemed necessary and proper, including the following
powers, all of which may be exercised without order of or report to any court:
(1) To sell, exchange, or otherwise dispose of any property,
real, personal or mixed, at any time held or acquired hereunder, at
public or private sale, for cash or on terms, without advertisement,
including the right to lease for any term notwithstanding the period
of the Trust, and to grant options, including an option for a period
beyond the duration of the Trust.
(2) To invest all monies in such stocks, bonds, securities,
investment companies or trust shares, mortgages, notes, choses in
action, real estate, improvements thereon, and other property as the
Trustee may deem best, without regard to any law now or hereafter
in force limiting investments of fiduciaries.
(3) To retain for investment any property deposited with
the Trustee hereunder.
(4) To vote in person or by proxy any corporate stock or
other security and to agree to take any other action in regard to any
reorganization, merger, consolidation, liquidation, bankruptcy or
other procedure or proceedings affecting any stock, bond, note or
other security held by this Trust.
(5) To use lawyers, real estate brokers, accountants and
4
.
, .
other agents, if such employment is deemed necessary or desirable,
and to pay reasonable compensation for their services.
(6) To compromise, settle or adjust any claim or demand
by or against the Trust and to agree to any rescission or
modification of any contract or agreement affecting the Trust.
(7) To renew any indebtedness, as well as to borrow
money, and to secure the same by mortgaging, pledging or
conveying any property of the Trust, including the power to borrow
from the Trustee (in the Trustee's individual capacity) at a
reasonable rate of interest.
(8) To retain any business interest transferred to the trustee,
as shareholder, secmity holder, creditor, partner or otherwise, for
any period of time whatsoever, even though the interest may
constitute all or a large portion of the trust principal; to comply
with the provisions of any agreement restricting transfer of the
interest; to participate in the conduct of the related business or rely
upon others to do so, and to take or delegate to others discretionary
power to take any action with respect to its management and affairs
which an individual could take as outright owner ofthe business or
the business interest, including the voting of stock (by separate
trust or otherwise regardless of whether that separate trust will
extend for a term within or beyond the term ofthe trust) and the
determination of all questions of policy; to execute and amend
partnership agreements; to participate in any incorporation,
reorganization, merger, consolidation, sale of assets,
recapitalization, liquidation or dissolution of the business, or any
change in its nature, or in any buy-sell, stock restriction, or stock
redemption agreements; to invest in additional stock or securities
of, or make secured, unsecured, or subordinated loans to, the
business with trust funds; to take all appropriate actions to prevent
identify, or respond to actual or threatened violations of any
environmental law or regulation thereunder; to elect or employ
with compensation, as directors, officers, employees, or agents of
the business, any persons, including a trustee of any trust held
under this instrument, or any director, officer, employee, or agent
of a corporate trustee of any trust held under this instrument,
without adversely affecting the compensation to which that trustee
would otherwise be entitled; to rely upon reports of certified public
accountants as to the operations and financial condition of the
business, without independent investigation; to deal with and act
for the business in any capacity (including in the case of a
corporate trustee any banking or trust capacity and the loaning of
money out of the trustee's own funds) and to be compensated
therefor; and to sell or liquidate the business or any interest in the
5
,
,. .
" .
business.
(9) To register any stock, bond or other security in the
name of a nominee, without the addition of words indicating that
such security is held in a fiduciary capacity, but accurate records
shall be maintained showing that the stock, bond or other security
is a trust asset and the Trustee shall be responsible for the acts of
the nominee.
(10) To merge this Trust with any other trust created in my
Will or otherwise, with similar provisions and purposes and the
same beneficiary or beneficiaries, but only to the extent that the
merger of the trusts will not cause the imposition of gift tax, estate
tax, or generation-skipping tax, federal or otherwise.
(11) To set aside as a separate trust, to be held and
administered upon the same terms as those governing the
remaining trust property, any interests in property, for any reason,
including but not limited to a concern that such property could
cause potential liability under any federal, state, or local
environmental law.
B. Whenever the Trustee is directed to distribute any trust principal in fee
simple to a person who is then under twenty-one (21) years of age, the Trustee
shall be authorized to hold such property in trust for such person until he becomes
twenty-one (21) years of age, and in the meantime shall use such part of the
income and the principal of the Trust as the Trustee may deem necessary to
provide for the proper support and education of such person in the standard of
living to which he has become accustomed. If such person should die before
becoming twenty-one (21) years of age, the property then remaining in trust shall
be distributed to the personal representative of such person's estate.
C. In making distributions from the Trust to or for the benefit of any
minor or other person under a legal disability, the Trustee need not require the
appointment of a guardian, but shall be authorized to payor deliver the
distribution to the custodian of such person, to payor deliver the distribution to
such person without the intervention of a guardian, to payor deliver the
distribution to the legal guardian of such person if a guardian has already been
appointed, or to use the distribution for the benefit of such person.
D. In the distribution of the Trust and any division into separate trusts and
shares, the Trustee shall be authorized to make the distribution and division in
money or in kind or in both, regardless of the basis for income tax purposes of any
property distributed or divided in kind, and the distribution and division made and
the values established by the Trustee shall be binding and conclusive on all
persons taking hereunder. The Trustee may, in making such distribution or
division, allot undivided interests in the same property to several trusts or shares.
6
,"l . '.. .
E. If at any time after Settlor's death the total fair market value of the
assets of any trust established or to be established hereunder is so small that the
Trustee's annual fee for administering the trust would be equal to or less than the
minimum annual fee set forth in the Trustee's regularly published fee schedule
then, in effect, the Trustee in its discretion shall be authorized to terminate such
trust or to decide not to establish such trust, and in such event the property then
held in or to be distributed to such trust shall be distributed to the persons who are
then or would be entitled to the income of such trust. If the amount of income to
be received by such persons is to be determined in the discretion of the Trustee,
then the Trustee shall distribute the property among such of the persons to whom
the Trustee is authorized to distribute income, and in such propOliions, as the
Trustee in its discretion shall detem1ine.
F. The Trustee shall be authorized to lend or borrow, including the right to
lend to or borrow from the Settlor's estate, at an adequate rate of interest and with
adequate security and upon such terms and conditions as the Trustee shall deem
fair and equitable.
G. The Trustee shall be authorized to sell or purchase, at the fair market
value as determined by the Trustee, any property including any property to or from
Settlor's estate, or any trust created by Settlor during life or by will, even though
the same person or corporation may be acting as executor of Settlor's estate or as
trustee of any such other trusts and as the Trustee of this Trust.
H. The Trustee shall have discretion to determine whether items should be
charged or credited to income or principal or allocated between income and
principal as Trustee may deem equitable and fair under all the circumstances,
including the power to amortize or fail to amortize any part or all of any premium
or discount, to treat any part or all of the profit resulting from the maturity or sale
of any asset, whether purchased at a premium or at a discount, as income or
principal or apportion the same between income and principal, to apportion the
sales price of any asset between income and principal, to treat any dividend or
other distribution on any investment as income or principal or to apportion the
same between income and principal, to charge any expense against income or
principal or appOliion the same, and to provide or fail to provide a reasonable
reserve against depreciation or obsolescence on any asset subject to depreciation
or obsolescence, all as the Trustee may reasonably deem equitable and just under
all of the circumstances.
1. The Trustee is hereby authorized and empowered to purchase such
insurance policies as it deems appropriate.
5.02. V otinl! by Trustees. When the authority and power under this Trust is vested in
two (2) or more Trustees or Co-Trustees, the authority and powers are to be held jointly or
individually by the Trustees or Co-Trustees.
5.03. Trustees Power to Deal with Environmental Hazards. The Trustee shall have
7
'~'t. '~_.
the power to use and expend the trust income and principal to (i) conduct environmental
assessments, audits, and site monitoring to determine compliance with any environmental law or
regulation thereunder; (ii) take all appropriate remedial action to contain, clean up or remove any
environmental hazard including a spill, release, discharge or contamination, either on its own
accord or in response to an actual or threatened violation of any environmental law or regulation
thereunder; (iii) institute legal proceedings concerning environmental hazards or contest or settle
legal proceedings brought by any local, state, or federal agency concerned with environmental
compliance, or by a private litigant; (iv) comply with any local, state or federal agency order or
court order directing an assessment, abatement or cleanup of any environmental hazards; and (v)
employ agents, consultants and legal counsel to assist or perform the above undertakings or
actions. Any expenses incurred by the trustee under this paragraph may be charged against
income or pIincipal as the trustee shall detennine.
ARTICLE VI.
SPENDTHRIFT PROVISION
6.01. General Provisions. No beneficiary shall have the power to anticipate, encumber
or transfer his interest in the Trust Estate in any manner other than by the valid exercise of a
Power of Appointment. No part of the Trust Estate shaH be liable for or charged with any debts,
contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor
of a beneficiary.
ARTICLE VII.
CONSTRUCTION OF TRUST
7.01. Choice of Law. This Trust shall be administered and interpreted in accordance
with the laws of the Commonwealth of Pennsylvania.
7.02. Code. Unless otherwise stated, all references in this Trust to section and chapter
numbers are to those of the Internal Revenue Code of 1986, as amended, or corresponding
provisions of any subsequent federal tax laws applicable to this Trust.
7.03. Other Terms. Unless the context otherwise requires, the use of one or more
genders in the text includes all other genders, and the use of either the singular or the plural in the
text includes both the singular and the plural.
7.04. Captions. The underlined captions set forth in this Agreement at the beginning of
the various divisions hereof are for convenience of reference only and shall not be deemed to
define or limit the provisions hereof or to affect in any way their construction and application.
7.05. Situs of Trust. The Trust shall have its legal situs at Cumberland County,
Pennsylvania.
ARTICLE VIII.
COMPENSATION OF TRUSTEE AND
APPOINTMENT OF SUCCESSOR TRUSTEE
8
'\ ., '" ~..
8.01. Compensation. The Trustee shall receive as its compensation for the services
performed hereunder that sum of money which the Trustee normally and customarily charges for
performing similar services during the time which it performs these services.
8.02. Removal of Trustee. Settlor, during Settlor's lifetime, may remove the Trustee at
any time or times, with or without cause, upon thirty (30) days written notice given to the current
Trustee. Upon the death of Settlor's spouse, a majority of the current income beneficiaries may
remove the Trustee at any time or times, with or without cause, upon thirty (30) days written
notice given to the current Trustee. Upon removal of the Trustee, a successor Trustee shall be
appointed in accordance with the terms set forth in Paragraph 8.03.
8.03. Successor Trustee. The Trustee may resign at any time upon thilty (30) days
wlitten notice given to the Settlor if Settlor is living, or in the event of Settlor's death, upon thirty
(30) days \vritten notice given to the current income beneficiarj or beneficiaries (including a
beneficiary's natural or legal guardian or legal representative), hereunder. Upon the death,
resignation, removal or incapacity of the Trustee, a successor trustee may be appointed by the
Settlor during Settlor's lifetime, or, after Settlor's death, by a majority ofthe current income
beneficiaries. Unless otherwise designated, Settlor prohibits the appointment of the beneficiary's
or beneficiaries' natural or legal guardian or legal representative as Trustee and any attempt to do
so shall be without authority under this Agreement. The successor Trustees shall be
PENELOPE A. ERNEY, ELWOOD C. KITZMILLER, JR., and DONNA P. OHREL, or
the survivor of them, to act jointly or individually. Any successor trustee thus appointed, or, if the
Trustee shall merge with or be consolidated with another corporate fiduciary, then such corporate
fiduciary, shall succeed to all the duties and to all the powers, including discretionary powers,
herein granted to the Trustee.
8.04. Exoneration of Trustee. No Trustee shall be liable for any loss or depreciation in
value sustained by the Trust as a result of the Trustee retaining any property upon which there is
later discovered to by hazardous materials or substances requiring remedial action pursuant to
any federal, state, or local environmental law, unless the Trustee contributed to the loss or
depreciation in value through willful default, willful misconduct, or gross negligence.
8.05. Indemnification of Trustee Upon Distribution. Notwithstanding any contrary
provision in this Trust Agreement, the Trustee may withhold a distribution to a beneficiary until
receiving from the beneficiary an indemnification an agreement in which the beneficiary agrees
to indemnifY the Trustee against any claims filed against the Trustee as an "owner" or "operator"
under the Comprehensive Environmental Response, Compensation and Liability Act of 1980, as
from time to time amended, or any regulation thereunder.
ARTICLE IX.
REVOCATION AND AMENDMENTS
9.01. Reservation of Powers. The Settlor expressly reserves the powers to: (i) revoke
this Agreement by an instrument in writing delivered to the Trustee while the Settlor is alive, (ii)
to alter, amend or modifY this Agreement at any time or from time to time by an instrument or
instruments in writing delivered to the Trustee while the Settlor is alive, but no such alteration,
amendment or modification shall increase the duties nor change the basis for compensation ofthe
9
\, .' . f ".,.'
Trustee without their written consent, and (iii) withdraw from this Trust any life insurance policy
or other property forming a part of this Trust, which property or the proceeds therefrom was
added to this Trust by Settlor. Any such withdrawal by the Settlor shall be considered a
revocation of this Trust solely with respect to the policy or other property withdrawn.
9.02. Effect of Settlor's Incapacity.
A. If Settlor Incapacitated. If at the time of any attempted exercise of
(a) powers reserved to the Settlor or (b) any other powers to demand and receive
the principal of this Trust (if any are granted in this Agreement), the Settlor is
incapacitated (as defined below in subparagraph (C)), through illness, age or other
cause, then the Trustee shall disregard any instructions fi.-om the Settlor which
have the effect of remaking, altering, amending or modifying this Agreement in
whole or in part or enabling the Settlor to withdra\v from the Trust any life
insurance policy or any other property forming a part of this Trust.
B. Settlor's Retained General Power of Appointment.
Notwithstanding the above provisions, the Settlor shall always have the right to
exercise a general power of appointment, by a will, specificaHy referring to the
reservation of this general power of appointment in this subparagraph (B), to
appoint all ofthe Trust property to the estate of the Settlor, the creditors of the
Settlor, or the creditors of the Settlor's estate.
c. Definition of Incapacity. For purposes of this Trust, the Settlor or a
Trustee shall be deemed to have become incapacitated upon the happening of
either one of the following events:
(1) Admission of Incapacity. Delivery, by hand, or by
mail to the Trustee then serving, of a written instrument from the
Settlor or a Trustee declaring that said person no longer considers
that he or she should possess the power (as Settlor) to exercise any
of the powers reserved by the Settlor in this Article IX or any other
powers to demand and receive the principal of this Trust, except
the general power of appointment reserved above in subparagraph
9.02(B), or the power (as Trustee) to continue to serve as Trustee,
or
(2) Medical Certification of Lack of Capacity. Delivery,
by hand or by mail, to the Trustee then serving, of written
instruments by two physicians licensed to practice medicine, one of
whom must be a board certified psychiatrist and the other of whom
must be a board certified internist, that the Settlor or a Trustee no
longer has the capacity, as a result of illness, age or other cause:(i)
in the case of the Settlor, to exercise any powers reserved by the
Settlor over the Trust under the terms ofthis Article IX or any
other powers to demand and receive the principal ofthis Trust,
except that notwithstanding any other provision to the contrary, the
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reserved general power of appointment of the Settlor, as set forth in
subparagraph 9.02(B) above, shall always be exercisable by the
Settlor or (ii) in the case of a Trustee, to continue to serve as a
Trustee.
(3) Powers Personal to Settlor. The powers reserved by
and to the Settlor in this Article IX shall be personal to the Settlor
and shall not be exercisable by any conservator, committee,
guardian or like fiduciary, except a valid Power of Attorney, nor
shall they be assignable to nor extend to the executor or
administrator of the Settlor's estate, nor to any beneficiary named
herein. Upon the death of the Settlor this Trust shall be deemed
irrevocable.
ARTICLE X.
ACQUISITION OF UNITED STATES TREASURY BONDS
ELIGIBLE FOR TAX PAYMENT; PAYMENT OF TAXES,
FUNERAL EXPENSES, AND EXPENSES OF ADMINISTRATION
10.01. Acquisition of Bonds. The Trustee may, at any time, without the prior approval
or direction ofthe Settlor and whether or not the Settlor is able to manage his own affairs,
acquire United States Treasury Bonds selling at a discount, which bonds are redeemable at their
par value plus accrued interest thereon for the purposes of applying the proceeds to the payment
ofthe United States estate tax on the Settlor's estate; and the Trustee may borrow from any
lender, including itself, with or without security, to so acquire these bonds.
10.02. Payment of United States Estate Tax by Bond Redemption. The Settlor
directs that any United States Treasury Bonds which may be redeemed at their par value plus
accrued interest thereon for the purpose of applying the proceeds to the payment of the United
States estate tax imposed on the Settlor's estate, and which are held by the Trustee, shall, to the
extent of the amount determined to be required for payment of the estate tax, be distributed to the
legal representative ofthe Settlor's estate to be used by the legal representative ahead of any other
assets and to the fullest extent possible to pay the estate tax.
10.03. Payment of Death Taxes and Other Estate Settlement Costs. After the Trustee
has complied with paragraph 10.02, above, and ascertained from the legal representative that all
such bonds have been redeemed in payment ofthe United States estate tax, the Trustee shall also
ascertain from the legal representative whether the legal representative has sufficient assets to
pay the remaining legacy, succession, inheritance, transfer, estate and other death taxes or duties
(except the additional estate tax imposed by Section 2032(c), or corresponding provisions of the
Internal Revenue Code of 1986 applicable to the Settlor's estate and imposing the tax), levied or
assessed against the Settlor's estate (including all interest and penalties thereon), all of which
taxes, interest and penalties are hereinafter referred to as the death taxes, interest and penalties.
If the legal representative advises the Trustee that insufficient funds exist to pay all the death
taxes, interest and penalties, the Trustee shall then pay to the legal representative from the trust
property, an amount equal to all the death taxes, interest and penalties in excess of the funds
available to the legal representative for this purposes, which payments are to be made without
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apportionment. In making the payments, the Trustee shall use only those assets or their proceeds
which are includable in the Settlor's gross estate for purposes ofthe United States estate tax. If
the Settlor's legal representative advises the Trustee that there are sufficient funds available to
pay the death taxes, interest and penalties, then the Trustee may nonetheless pay to the legal
representative from the trust property, all or any portion, as the Trustee in its sole discretion
deems advisable and in the best interests of the Settlor's beneficiaries named in this Trust, of (a)
any such death taxes, interest and penalties, whether or not on property held in or payable to the
Trust, said payments to be made without apportionment, (b) the Settlor's funeral expenses, (c)
claims and other debts of the Settlor, whether allowed against the Settlor's estate or not, (d)
expenses of administering the Settlor's estate, and, (e) bequests under any will or codicil executed
by the Settlor. In making any such payments, other than to satisfy bequests under any will or
codicil executed by the Settlor, the Trustee shall use only those assets or their proceeds which are
includable in the Settlor's gross estate for purposes of the United States estate tax.
IN WITNESS WHEREOF, the Grantor and Trustees have hereunto set their hands and
seals as of the day and year first above written.
WITNESSES:
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EL WOOD C. KITZMI LER
v
COMMONWEAL TH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
. {Jut . .
On thIS, the 1 day of November, 2006, before me, a Notary PublIc, the underSIgned
officer, personally appeared ELWOOD C. KITZMILLER and the above-witnesses, known to
me (or satisfactorily proven) to be the persons whose names are subscribed to the within
Amendment to Trust, and acknowledged that they executed the same for the purposes therein
contained.
---------'
IN WITNESS WHEREOF, I have set my hand a9~'6fficia~,~~a1.-'----~
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// :Notary Public
L,"/My Commission Expires:
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COMMONWEALTH OF PENNSYLVANIA
I . .
! Notarial Seal i
I ' Terl L. WaHier, Notary Public :
I Lemoyne Bom, Cumberland County i
L My Commission Expires Jan. 20, 2007 [
M8rntJ~~r. ~.;~;,~~~i7~ Notar~f;-'
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