HomeMy WebLinkAbout08-28-08~ ~i
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15056041046
REV-1500 EX
05
04
(
-
)
PA De
artment of Re OFFICIAL USE ONLY
p
venue
Bureau of Individual Taxes -'~.
Dept. 280601 County Code
INHERITANCE TAX RETURN
~ ' Year
//~~ File Number
tI
Harrisburg, PA 17128-0601 a. RESIDENT DECEDENT V
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Deat h Date of Birth
Decedent's Last Name Suffix Decedent's First Name MI
~- ~ ~' S ~ h C~ C C1 ~'.-
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouses Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death
prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit: Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 91'13(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
Firm Name (If Applicable) ^- -~
First line of address ~'~ '.-~~
_- ~
~~
Second line of address - .r;,
'}' .; . ~ .
~~ ~ ( ~'~ 7
~.
City or Post Office State ZIP Code ~E3ATE FILED
CX?
Correspondent's a-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 preparer has any knowledge.
SIGNATURE O,F/~RSON RESPONSIBL~jOR FIt~ RE URN DATE
ADDRESS
SIGNATURE OF PREPARER OTHER TP1AN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041046 15056041046 J
15056D42047
REV-1500 EX Decedent's Social Security Number /y
Decedent's Name ~ ~ / ~ O ~ ~ ~ `/
RECAPITULATION
1. Real estate (Schedule A) . ............................................ 1.
2. Stocks and Bonds (Schedule B) ....................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ............................. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5.
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) r~ Separate Billing Requested........ 7.
8. Total Gross Assets (total Lines 1-7) .................................... 8.
~ C~
7 (r' C ~ • lt' /
// nQ /.
9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. ~ ' ~ ~ ~ C'i
9 9 ( ) ................ ~ S
10. Debts of Decedent, Mort a e Liabilities, & Liens Schedule I 10. •
11. Total Deductions (total Lines 9 & 10) ................................... 11. ,~ c ~ . `t'
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13. •
14 ~ O b ~~
~ 9
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... ..
. •
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
16. Amount of Line 14 taxable p
at lineal rate X .Oy~ 3 ~ ~ U .,~ /
16. ry / / // /
~ / `~' • C~
17. Amount of Line 14 taxable
at sibling rate X .12 + 17.
18. Amount of Line 14 taxable
at collateral rate X .15 ~ 18.
'' //
I'7 `f~
19. TAX DUE ....................................................... ..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0
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~~
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\\~~JJII Side 2
15056042047 15056042047
REV-1500 EX Page 3 File Number
Decedent's Complete Address:
DECEDENT'S AME ~-~
STREET AD ESS
. ~J
r~~~,. ~~
CITY ~ STATE ZIP
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) / ~ (~
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount ,~ ~`, 73
Total Credits (A + B + C) (2) ~y,
3. Interest/Penalty 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) J ~ !j ,
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~ (? , j G`{
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANS'~UER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Ditl decedent make a transfer and: Yes o
a. retain the use or income of the property transferred :.......................................................................................... ^
b. retain the right to designate who shall use the property transferred or its income : ............................................ ^
c. retain a reversionary interest; or .......................................................................................................................... ^
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? .............................................................................................................. ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ^ ,~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
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. §9116 (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 ar for the use of a nal:ural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent (72 P.S. §9116(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, exci;pt as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(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. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + 11-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM b'ALUE AT DATE
NUMBER DESCRIPTION OF DEATH
(~,~~~,,~irr-~t a.cce-~.~ ~3-9ss-L
~7 na$cvr'.aQ
0~~~ Q~
~x~ O p1~ / ~~7~f1
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r33, 7~
TOTAL (Also enter on line 5, Recapitulation) I $ ~Q ~ ~, , t~9
(If more space is needed, insert additional sheets of the same size)
~,~.,~ ADAMS COLINIY NATIONAL BANK ~r
FARRIERS NATIONA.I. BANK OF NEWVILLE
A Uivi,ion of'Ada rr~s Cane ry Narionref Bank
CHECKING STATEMENT
Statement Date: 07/'31/08
Account #: 139556
"'"`"``"`"AUTO""ALL FOR AADC 170
4598 1.0500 AB 0.476 27 1 29
I~~~III~~JII~~~~~~II~IJJ~~hI~I~~~II~~~~~II~~II~~JI~~ll~~l
GRACE E ICKES
TRUST ACCOUNT
33 BURGNERS MILL RD
CARLISLE PA 17015-8961
Page 1
801
FREE INTERNET BILL PAYMENT. NOW. ALWAYS.
with Internet Bill Payment and Presentment, you can pay
bills and send money to just about anyone. It's quick and easy--
if you can type a few numbers and click with a mouse, you can do it.
visit acnb.com, stop by one of our offices, or call 1.888.334.2262.
ESTEEM CHECKING Account # 139556
Account Summary
Beginning Balance Activity Ending Balance
Previous Statement Balance 06/30/08 $3, 380.23
+ Deposits and Other Credits 1 1,111.00
-Checks Paid or Other Debits 3 938.41-
- Service Charges .00-
+Interest Paid ~ 17~;
Ending Balance ~ ~ $3,552.99
Days in Statement Period 31
Account Detail
Date Activity Description Deposits/Credits Checks/Debits Balance
BEGINNING BALANCE 3, 380.23
07-03 US TREASURY 303 SOC SEC 1,111.00 4,491.23
GRACE E ICKES
07-08 CHECK # 511 7.31 4,483..92
07-21 CHECK # 512 831.10 3, 652.82
07-23 CHECK # 513 100.00 3, 552., 82
07-31 INTEREST PAYMENT .17 3, 552.99
07-31 ENDING BALANCE , 552.99
Checks Paid _ • Indicates skin in check number
Check # Date Amount Check # Date Amount
511 07-OS 7.31 I 513 07-23 100.00
512 07-21 831.10
Total Number ofi Checks: 3 Total Amount of Checks: $938.41
P.O. Boy 3129, GErr~~s~uxc, PA 17325 (~xo!v~ 717.334.3161 ~ ioiLFxEE 1.888.334.ACNB (2262) f wwwaenb.com
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REV-1511 EX+ (12-99)
~~; SCHEDULE N
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
~. ,~ ~~~~
g. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)iEIN 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
Ciiy ~ State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
g. Tax Return Preparer's Fees
r~,q JIB ~ ry) .,.(y///'f}~~(~~~ ~1(~/'~'~~/,/....~~~///jjj ~ ~~ G9 G~
TOTAL (Also enter on line 9, Recapitulation) I $ ~ ~ ~j . ~ ~
(If more space is needed, insert additional sheets of the same size)
Ewing Brothers Funeral Home, Inc.
630 South Hanover Street
Carlisle, PA 17013-
(717)243-2421
July 18, 2008
Kenneth E. Ickes
33 Burghers Mill Rd.
Carlisle, PA 17015
The Funeral Service for Grace E. Ickes
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE TH.A'I' YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff , _ _ $4150.00
FUNERAL HOME SERVICE CHARGES $4150.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $4150.00
Cash Advances
Certified Copies of the Death Certificate , ,
The Sentinel Obit with photo _ ,
Valley Times & Shippensburg News Chronicle , _ ,
TOTAL CASH ADVANCES AND SPECIAL CHARGES .
Total
Total Cost .
SUB-TOTAL
INITIAL PAYMENT /DISCOUNT /CREDITS
TOTAL AMOUNT DUE
The unpaid balance over 3Q days is subjected to a L~0 % service charge per month - 18.0000 °o per annum.
$18.00 _
$138.40 ,dc 1 ~~ ~ ~ w~-
535.00
$191.40
54341.40
$4341.40
0.00
54341.470 .~•~
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REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
I
II
1
FILE NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under
~ 1 Sec. 91116, (~a)~(1112)/j
~~
~~ ~ ~~ ~
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ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-150D COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space is needed, insert additional sheets of the same size)
ARNING: it is iiiegal to duplicate this copy by photostat or photograph.
gee far this certificate, $6.00 ;,,l1/ar'""''"~~=-~;~ Ti~is is to certify chat the in~onnation here given
` I,~~P~i?I Of PFD; = __
~~~ ~ _ r~
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correctly c opied fiom an ortiTtnal Certif'scate of Deat
duty flied with me a5 Lvcal Re~glst~ar. The origtl~
certtficate will be Torwarded to the State ~Tit<
Records Office for permanent #iling.
1 _ >wi - ~; 1 - ~~~''~(~•f f ~~ ~~a~~adl A-i . fs - a t'~~ e rn~.~ . t_
Certification I~amber Local hegistrar Date, lsslied
~
r+tos-1 as REV ttneos COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
TYPE /PRINT IN
PERMaNENr
CERTIFICATE OF DEATH
eIACKINK (See instructions and examples on reverse)
STATE FILE NUMBER
0
t. Name a Deceeam (First, mitldie, last, sumx( 2. Sex 3. Social Eecunry Number 4. Date o: Death (MDnlh. day, year)
Grace E. Ickes F 191 - 40 - 9420 July 15, 200E'
5. Age (Last BinMay) Untler 1 year Under 1 day 6. Date of Bifn (Month, day, year) 7. Binholace (City and stale or lor etgn country) Aa. Place of Death (Chock onty one)
"°""` ban "~°" Ni""'~ West Pennsboro rl~p. Npapilal: other.
g 0 vra. 11 16 1917 Count PA ^ mpatiant ^ ER /Outpatient ^ DoA ~ Noramq NPma ^ Raaidence ^omax . spadM
8b. Counry of Death Bc. C:ry. 0oro. Two. of Oeam Ad. FxUiy Name (II net Insblutpn, give areal all number) 9. Was Decedent al Hispanic Origin? ~ No ^ Yes f9. Race: American Indian, Bloch, While, etc.
pt yes, speciy Cuban, (Bpeclly)
Cwnberland West Pennsboro Green Rid e Villa a Mexkan, w,annRrpa^' am.; White
11. Decedenys Usual Occupation INiM of work done tl ud moat awmxin life. Do not stele reared 12. Wes Decedent ever in the 13. Decedent's Eduoalbn ($peclty only highest gretle rnmp leled) 1d, MarILll Slates: MaMed, Never Marrietl, 15. Sunivng Spo use (It wile. give mal0en name)
KindalNOrk KInCaBUSi~ss llndustry U.$. Armed Forces? Elementary/Secondary (D~12) College (1~4 or 5aj Witlowad, Divorced (Specryi
Farming Dairy Faun ^Yaa awn 8 id~aed -
16. Decedent's Maiing Address {Streeu city 7 rown, state, zip coda) Decedent's PA Oitl pecedenl
Aaual Raaitlende na
slate uaa m a vd~ Yee
Decadent cued m West Pennsboro T
210 Bi S rin Rd.
q p q .
,
wo.
TpwnaNp?
PA 17241
NewVille t7d. cps Cumberland rid. ^ N^, Dapaeam wed'wnnm
^~
, Anlualumlladl cuy/e~m
18. Falhei s Name (Firs;, mitldle, asl, suffix) 7q. Mother's Name (First, middle. matlen surname)
Heward K. Ne 1e Mary M. Scherich
20a. mfpnnanrs Name (Type! ~d^:) 2W. Info(mam's Mailing Address (Street, city /town, stale, zip code)
Kenneth E. Ickes 33 Burghers Mill Rd., Carlisle, PA 17015
2ta. Mebrotl of Disoosilion (]Cremation ~ Donation 2tb. Dale a Disposition jMOnm, day, year) 27c. Place of DLSOOSition (Neme of cemetery, crematory or other pace) 210. LcCalipn ICiy /town, sole, zip coda)
_
Bunel ^ Removal Irom Stele I Wa Dremadon or Donation Authorized
^ Omer~Speci(y: i byMedicalExaminar/Coroner7 ^YesCINo '
7 18 2008
estminster MaTlorial Gardens
Carlisle, PA 17013
22a Signature of FunaraV Licensee for n ac g as 22b. License Number 22c. Name all Address of FaGliy
- - FD 012633 L EkvirT Brothers Funeral Hcxne, Inc., Carlisle, PA 17013
dmplela I 23e-c ony when cenityirlg
oen is rid avdilebla al lima of daalh to
pi> 23a 7o the of my 1a63s, aeatn oceurted at me t'me, tlate end place slatetl. (Sgnature and title)
_ ~
/( /-^~ 23b. ' e^~NUmber
/ , / / /'1 23c. Dale Signeo to day, ye j
~
seat cream. ~~_ l
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Nt/ lam/! ~
/u(~i'' r-I! y/O- Y ~~~~
Items 24-2fi must be compmled by person 24. Tirre of Deam 25. Date P need De (MOmh, day, year)
~ 26. Was Case Ralenad b Medical Examiner) Cororrer for e R .son Ocher Ihary..remeUOn or Donation?
who pronounces Oeam, l ~'./ten
~ wit
W
~'•~ []Yes (~Na
GAUSE QF DEATH (S
ee inatructlona an example)
r Approximate mlerval: Pan II: Emer omer gj~t(tcan(corMttions con(rbutlno to Gealh, 28. DW Tobaao Use Corvdhae to DeaN?
ham 27. Part t; Emer Ina dwn of events -diseases, inJuries, or canpace:bns -mat directly caused the daaN. DO NOT enter lemanal events such as cardiac anesl, Oreet m Deam b!a rrot resulymg In the untlanying cause given h Part I, [~ Yes ^ Probaaly
respirelory attest, a vamncular abnaelipn wtthcU showlrg the etblogy. Usl oNY oM cause on each line.
^ No Unxnown
INMEDIATE CAUSE (Final tleease or t ~y~. •~ /~,
mMitim reaulUng m death) -~ a (,5 ~~r J L /A/~ ~ C G~z~, o m Ya~PR,-~.i y ( / /7S
29. I,I F~"~le:
Due to (o• a
consepuence oQ
~
a m Not greywnt wahn pest year
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Sequentially Nat cm6lials, if all. b. l W/_ Q7lJ I'Ia~7 /7L / ~x•+ e.i0 .~C.CY•.KS~.~J•.S ~G~ fi //~
l
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J Pregnam at Lane of death
ngg
e cause
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on
ne a. Due to (or as a cons ante o
Eller tt~e UNDERLYING CAUSE ~ ~: Na Wetplam, bN ore nest within d2 says
^ q
(disease or injury mat initiated Ne
events mswang m tleath) (ASE c of daaN
Due to (or as a conseouence oq: ^ Not pregnant, but pregnant 43 tlays to 1 yeaz
d, aerwe cream
^ Unkewwn it oregnaM wilhm Iha peal year
30a. Was en Autopsy 30h. Were Auopsy Fimtigs 3t. Manrrer o 32a. Date of Injuy (Month, day, year) 32b. Describe Mow Injury Occurred 32c. Place of Injury: Nome, Farm, greet, Faclary
Pedom+ed? Aveaable Prior la Competbn Nehnai ^ Honuc'xk U%ka Buntlin0, etc. jsrreary)
a cause a D
e
am
?
^ Yea ,
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^ Yes b ~ ^ Amident ^ PenrUng Imestigatian 32d. Tma of Injury 32e. Inlury at Work? 321, II Traaapormam Irryury (Specayl 32q. Laatbn of Injury (Street city! town, atntel
^ $uigde ^ CauM Not M Determewd ^ Yea ^ Nc ^ use 1 DPerelor ^ Pa55enger ^Petlestnan
M QOther - Specaly
33a. CeNGar (mark only coal 33b, sqn Ne of CerVftar _
• Certifylnq phyeiolan {Physicim <orfiFyvg reuse of Beam when another physiaan has pronounced death and Completed Item 23)
Ta Ina beat of my knowletlge, tlealh ottune0 due eo the eausa(s) xM manner ae 9iatatl_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
• Prorrounclry and ceHHying phyaklan (Phystnan bom ororwundng death etrd crmifying to bause a Oeaih) Tk, License ar 33d Dele Signed (Month, day, year)
To the beat of my krwwletlge, tleath oeeurted at the Ilene, data, antl place, antl due to the cause(s) and mmner as stated _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
• Medleel Examin
r (Coroxr
Q5 Q GS 3 y' 3 - ~ 7 - ~ ~ - a ~'
e
On the ba6i9 a/examination end! ar Invesllgalion, in my opinion, death occurred at the Ilene, dale, and place, antl due to Ina eeuse(s) antl manner az aWted_ ^ 3q Name and
eraan Who
mpletetl C
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fDeam (item 2"~ Tyya 1 Print
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35. R - ^r' ~gnawre and I]jstnd QTumber -
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`/~ ~~~~-'"~ :~~t(~ ~~~~ ~(~!~1-n~r_(tion here given is correctly alpicd from an original certificate of death duly filed with me as
Lt:c<d R;,Ti,,~ li ~ ~.~~~.~ l'id~-r ~a~ ~~: ~rtiiicate will be forwarded to the State Vital Records Office for permanent filing;.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
t~et~ for this ~:~rtificutc. $6.00
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H109-tA3 REV 11lZOgG
TYPE / PRItR IN
PERMANENT
BLACK INK
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Date
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
(See instructions and examples on reverse) sTATF F,l F w,MRER
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Charles E. Ickes M 188 - 32 - 5014 Jan. 14, 2007
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THE GRACE E. ICKES •!~' - `~'
REVOCABLE LIVING TRUST AGREEMENT ~~ ,___ --'
:.~ .. ,
DATED: ~`'~~~~;.. ~ ~'-'~'r~ T~ ~ ~ ::
f~ c_
BETWEEN: GRACE E. ICKES, ' -~ ~- r ;M
c^ -t• --
AS SETTLOR ~... ~_~ ,
AND: GRACE E. ICKES,
AS TRUSTEE
GRACE E. ICKES, resident of the Commonwealth of Pennsylvania, County of Cumberland, does hereby
establish a Trust upon the conditions and for the purposes hereafter set forth.
ARTICLE ONE
Section 1.01 Trust Estate Defined
This Revocable Trust is formed to hold title to real and personal property for the benefit of the Settlor of this
Trust and to provide for the orderly use and transfer of these assets upon the death of the Settlor. Tl1e "Trust
Estate" is defined as al l property transferred or conveyed to and received by the Trustee held pursuant to the
terms ofthis instrument. The Trustee is reduired to hnlfl, administer, and dis?ribute this property as provided
in this Trust Agreement.
Section 1.02 Definitions
As used in this Trust Agreement:
The term ``Settlor" shall mean GRACE E. ICKES.
2. The term "Descendant" shall mean the lawful issue of a deceased parent in the line of
descent, but does not include the issue of any parent who is a descendant of the deceased
person in question and who is living at the time in question.
3. The terms "Child" and "Descendant" include any issue born to decedent, a child legally
adopted by the decedent, and a posthumous child of a decedent. A posthumous child is i:o
be considered as living at the time of his or her parent's death.
4. The term "Survives" or "Surviving", unless otherwise indicated herein, shall be construed
to mean surviving the decedent for at least sixty (60) days. If the person referred to dies
within sixty (60) days of the death of the decedent, the reference to him or her will be
construed as if he or she had failed to survive the decedent; provided, however, that any
such person will have, during such period, the right to the use and enjoyment as a life tenant
of all property in which his or her interest will fail by reason of death during such period.
REVOCABLE LIVING TRUST AGREEMENT
Page 1 ~)fl~~. ~~~) PALE ~~~~~
The term "Issue" will include all natural and adopted children, if applicable, and
descendants and those legally adopted into the line of descent.
6. The term "Per Stirpes" means strict per stirpes and does not mean per capita with
representation. Beneficiaries entitled to take under a "per stirpes" clause will include both
natural and adopted children and their descendants.
The terms "Trust Assets" and "Trust Estate" include all assets of any trust created heret-nder
and income derived from such assets and all proceeds of any description derived frorn the
sate, exchange, or other disposition of such assets.
When required to give reasonable effect to the context in which used, pronouns in the
masculine, feminine, or neuter gender include each other, and nouns and pronouns in the
plural or singular number include each other.
Section 1.03 Trustee Designation
Settlor is hereby designated as Trustee. The term "Trustee" as used in this Trust Agreement shall refer to
Settlor so long as he or she serves as Trustee, and/or to any successor Trustee who assumes the role of
Trustee. These Trustees shall serve in the order as provided in Section 8.01 of this Trust Agreement.
Section 1.04 Additions to Trust Properties
The Trustee, at any time during the continuance of this Trust in his or her sale discretion after
consideration of the possible tax consequences to all concerned, is authorized to receive into the
Trust additions of cash and other properties from any source whatsoever, whether by gift, will, or
otherwise. However, the Trustee shall accept all assets which any person or persons may give,
devise, or bequeath by Last Will and Testament to this Trust, and shall accept all assets transferred
to this Trust pursuant to the provisions of any other Trust document or documents.
In addition, any person or persons may designate this Trust as the Beneficiary, Primary or
Contingent, of any death benefits to include insurance benefits, pension benefits, or other benefits.
Until such benefits mature, the Trustee shall have no responsibility with respect to those benefits.
Section 1.05 Appointment
The Trustee of the Trust is directed to apporior, r;,ceipts a-.d ex;:e,;ditures of the types described below
between principal and income as follows:
Whenever the principal, or any part thereof, of the Trust property is invested insecurities purchased
at a premium or at a discount, any premium will be charged against principal and any discount will
be credited to principal;
2. Any stock dividends and rights to purchase additional stock issued on securities held intrust will be
treated as principal. All other dividends, except liquidating distributions, will be treated as income;
and
The amount of any applicable depletion allowance for federal income tax purposes will be treated
as income.
REVOCABLE LIVING TRUST AGREEMENT
Page 2
SJUi~ ~a~C) PAGES?-~~~
Section 1.06 Discretionary Termination
The Trustee may terminate any Trust when, in the opinion of the Trustee, the principal is reduced to such
an extent that it is not in the best interest of the Beneficiary or Beneficiaries to continue the Trust. The
judgment of the Trustee with respect to this decision to terminate will be final and not subject to judicial
review. If the Trustee terminates a Trust according to this Section, the date the Trust terminates will be
deemed the date fixed for termination of the Trust, and the Trustee will distribute the assets of the
terminating Trust to the Beneficiary or Beneficiaries pursuant to this Agreement.
Section 1.07 Amendment and Revocation
At any time during the life of the Settlor, the Settlor may, by a duly executed instrument filed with the
Trustee:
Amend this Trust Agreement in any manner; and/or
Revoke this Trust Agreement in part or in ~vhoie. if the Trust Agreement is revoked in whole, the
Trustee shat l transfer title to all Trust property of every kind and description back into the individual
name ofthe Settlor. The instrument of amendment or revocation shall be effective immediately upon
its proper execution by the Settlor, but until a copy has been received by a Trustee, that Tn-stee shall
not incur any liability or responsibility either (i) for failing to act in accordance with such instrument
or (ii) for acting in accordance with the provisions of this Trust Agreement without regard to such
instrument.
W ithdraw from the Trust Estate all or any part of the principal and accumulated income of the Trust
to satisfy liabilities lawfi-lly incurred in the administration of this Trust.
Section 1.08 Revocation or Alteration by Settlor Alone
The rights of revocation, withdrawal, alteration, and amendment reserved in this Article may only be
exercised by the Settlor and may not be exercised by any other person, including an agent, a guardian, or a
conservator.
Section 1.09Irrevocability
Except as otherwise provided, on the death of Settlor, the designation of Beneficiaries of specific gifts in this
Trust shall become irrevocable and not subject to um,ndrnert ar modification.
Section 1.10 Settlor Powers
The Settlor shall be the Trustee unless and until he or she resigns in writing or is determined incompetent
under the terms provided herein. The Settlor shall retain all absolute rights to discharge or replace any
Successor Trustee so long as the Settlor is competent.
REVOCABLE LIVING TRUST AGREEMENT
Page 3
BOOK ~~O PAGE~~~~+~
ARTICLE TWO
Section 2.01 Trust Income
During the life of the Settlor, the Trustee shall at least annually, unless otherwise directed by Settlor in
writing, pay to or apply for the benefit of Settlor, all of the net income from the Trust Estate.
Section 2.02 Protection of Settlor in Event of Incanaci
During the life of the Settlor, should Settlor become incapacitated as defined in Section 2.03 below., the
Trustee may, in the Trustee's absolute discretion, pay income and principal for the benefit of the
incapacitated Settlor, and may pay to or apply for the benefit of that Settlor such sums from the net income
and from the principal ofthe Estate ofthe Trustee, in the Trustee's absolute discretion, believes is necessary
or advisable for the medical care, comfortable maintenance, and welfare of the Settlor.
Section 2.03 Incapacity
In the event that any Trustee or any Beneficiary hereunder comes into possession of any of the following:
A jurisdictionally applicable court order holding the party to be legally incapacitated to act on his
or her behalf and appointing a guardian or conservator to act for him or her; or
2. Written certificates which are duly executed, witnessed, and acknowledged of two licensed
physicians, each certifying that the physician has examined the person and has concluded that., by
reason of accident, mental deterioration, or other cause, such person has become incapacitated and
can no longer act rationally and prudently in his or her own financial best interest; or
Evidence which such Trustee or Beneficiary deems to be credible and currently applicable that a
person has disappeared, is unaccountably absent, or is being detained under duress, and that he; or
she is unable to effectively and prudently look after his or her own best interests, then in that event
and under those circumstances:
Such person is deemed to have become incapacitated, as that term is used in this Trust
agreement; and
b. Such incapacity is deemed to continue until such court order, certificates, and / or
circumstances are inapplicable or have been revoked.
A physician's certificate to the effect that the person is no longer incapacitated shall revoke a certificate
declaring the person incapacitated. The certificate which revokes the earlier certificate may be executed by
either the original certifying physician or by two other licensed, board certified physicians. No Trustee shall
be under any duty to institute any inquiry into a person's possible incapacity. The reasonable expense of any
such inquiry shall be paid from the Trust Assets.
Section 2.04 Principal Invasion
During the life of the Settlor, should the net income of assets contained in this Trust at the time of the
Settlor's death be insufficient to provide for the care, maintenance, or support ofthe Settlor as herein defined,
the Trustee may, in the Trustee's sole and absolute discretion, pay to or apply for the benefit of the Settlor
REVOCABLE LIVING TRUST AGREEMENT
Page 4
BJQi{ ~9U FAtik~'-~~~
or any of their dependents, such amounts from the principal of the Trust Estate as the Trustee deems
necessary or advisable for the care, maintenance, or support of the Settlor.
Section 2.05 Residence
If the Settlor's residence property is a part of the Trust, the Settlor shall have possession of and full
management of the residence and shall have the right to occupy it free of rent. Any expenses arising from
the maintenance of the property and from all taxes, liens, assessments, and insurance premiums, are to be
paid from the Trust to the extent that assets are available for payment. It is the intent ofthe Grantorto retain
al] homestead rights available to him under the applicable state law.
ARTICLE THREE
Section 3.01 Death
On the death of the Senior, the Trustee shall distribute the pricipal of the Trust and any accrued or
undistributed income from the principal of the Trust in such a manner and to such persons, including the
Estate of the Creditors, as directed in this Trust Agreement.
Section 3.02 Payment of Death Expenses
On the death of the Settlor, the Trustee shall pay from the Trust Estate constituting the Settlor's last illness,
funeral, burial and any inheritance, estate, or death taxes that may be due by reason of the Settlor's death,
unless the Trustee in his or her absolute discretion deter'nines that other adequate provisions have been made
for the payment of such expenses and taxes.
Section 3.03 Trust Income and Principal Distribution
The Trustee shall apply and distribute the net income and principal of each of the shares of the
resulting Trust Estate, after giving effect to the section of this Trust Agreement entitled "Special
Directives" to the following Beneficiaries in the indicated fractional shares:
CHARLES E. ICKES 100%
if any of the above Beneficiaries, or anj other 3enefciary, is under the ate of 25 years when the
distribution is to be made, the Trustee shall have authority to distribute the same, in whole or in part,
to a custodian for the minor appointed under a Uniform Gifts or Transfers to Minors Act, or the
Trustee may retain any such property and administer and distribute the same for the benefit of the
minor, paying to or for the benefit of such minor so much of the income and principal of the retained
property from time to time as the Trustee deems advisable for the health, education, support, and
maintenance of the minor. When the person for whom the property is held attains the age of 25
years, the property shall thereupon be distributed to him or her free of trust unless otherwise stated
in this Agreement. If the minor should die before attaining the age of majority, the property shall
then be paid and distributed to the estate of the minor.
REVOCABLE LIVING TRUST AGREEMENT
Page 5
aoa~ ~9t~ ~>acE?=~~~
If all of the Settlor's Beneficiaries and their children should fail to survive the final distribution of
the Trust Estate, all of the Trust Estate not disposed of as hereinabove provided shall be distributed
as provided for in this Trust Agreement.
Section 3.04 Principle of Representation
If a Beneficiary of the Settlor should fail to survive to collect his or her share, that share shall pass to the
surviving issue of that deceased Beneficiary per stirpes and with right of representation.
ARTICLE FOUR
Section 4.01 Non-Income Producing Property
During the life of the Settlor, the Trustee is authorized to retain in the Trust, for so long as the Trustee may
deem advisable, any property received by the Trustee from the Settlor, whether or not such property is of the
character permitted by law for the investment of Trust funds.
Section 4.02 Trustee Powers
The Trustee shall have all powers conferred upon a Trustee by law for the orderly administration of the Trust
Estate. If any property is distributed outright under the provision of this Trust Agreement to a person who
is a minor, distribution may be made under the Pennsylvania Uniform Transfer to Minors Act ("PAUTMA,").
The Trustee is further authorized to sign, deliver, and/or receive any documents necessary to carry out the
powers contained within this Section.
The Trustee of any trust created under this Trust Agreement (inc lading any substitute or successor Trustee)
will have and be subject to all of the powers, duties, and responsibilities granted or imposed by the
Pennsylvania Consolidated Statutes (20 Pa. C.S. Section l O1 et seq.) as such Statute may provide at the tune
of administration of the Trust, except to the extent that the same are inconsistent with the provisions of this
Agreement.
Section 4.03 ~ecific Powers of Trustee
In addition, the Trustee will have the following specific powers:
Trust Estate: The Trustee may leave invested any property coming into its hands hereunder in any
form of investment even though the investment may not be ofthe character of investments permitted
by law to trustees, without liability for loss or depreciation in value. The Trustee may sell,
exchange, or otherwise dispose of and reinvest property which may at any time be a part of the Trust
Estate upon such terms and conditions as the Trustee may deem advisable. The Trustee may invest
and reinvest the Trust Assets from time to time in any property, real, personal, or mixed, including
without limitation, securities of domestic and foreign corporations and investment trusts ar
companies, bonds, debentures, preferred stocks, common stocks, mortgages, mortgage participation,
and interests in common trust funds, all with complete discretion to convert realty into personalty
or personalty into realty or otherwise change the character of the Trust Estate, even though such
investment (by reason of its character, amount, proportion to the total Trust Estate, or otherwise)
would not be considered appropriate for a fiduciary apart from this provision and even though such
REVOCABLE LIVING TRUST AGREEMENT
Page 6
B0~3K ~9C1 FAGE~4~J
investment caused part or all of the total Trust Estate to be invested in investments of one type or
of one business or company.
2. Holding Property: The Trustee may hold property in the Trustee's name, as trustee, or in the name
of a nominee without disclosing the Trust.
Release of Power: If the Trustee deems it to be in the best interest of the Trust and its Beneficiaries,
the Trustee, by written instrument signed by such Trustee, will have the power and authority to
release, disclaim, or restrict the scope of any power or discretion granted in this Trust Agreement
or implied by law.
4. Agents, Employees: The Trustee may employ one or more agents to perform any act of
administration, whether or not discretionary, including attorneys, auditors, investment managers, or
others, as the Trustee shall deem necessary or advisable. The Trustee may compensate agents and
other employees and may delegate to them any and all discretions and powers.
Leases: The Trustee may lease any Trust Assets generally or for oil, tras, and mineral development,
even though the lease term may extend beyond the term of the Trust of which the property. is a part.
The Trustee may enter into any covenants and agreements relating to the property so leased or
concerning any improvements which may then or thereafter be erected on such property.
6. Common Funds: The Trustee may hold any of the Trust Assets in a common fund with property
from other trust estates and may make investments jointly with any other trust, the property of which
is included in the common fiend.
7. Securities: With respect to securities held in the Trust Estate, the Trustee may exercise all the
rights, powers, and privileges of an owner, including but not limited to, the power to vote, give
proxies, and to pay assessments and other sums deemed by the Trustee necessary for the protection
of the Trust Estate. In addition, the Trustee may participate in voting trusts, foreclosures,
reorganizations, consolidations, mergers, and liquidations, and in connection therewith, to deposit
securities with and transfer title to any protective or other committee under such terms as the Trustee
may deem advisable. In addition, the Trustee may exercise or sell stock subscription or conversion
rights and may accept and retain as an investment any securities or other property received through
the exercise of any of the foregoing powers, regardless of any limitations elsewhere in this
instrument relative to investments by the Trustee.
Purchases from Estate: The Trustee may purchase property of any kind from the Executor or
Administrator of the Estates.
Lending: The Trustee may make loans, secured or unsecured, to the Executor or Administrator of
the Estate, to any Beneficiary of the Trust, or to the Trustee. Further, the Trustee may use Trust
Assets to guarantee obligations of any income Beneficiary of the Trust (unless such Beneficiary is
serving as Trustee).
10. Distributions to or for Beneficiaries: The Trustee may make any distribution contemplated by this
Trust Agreement (1) to the Beneficiary; (2) if the Beneficiary is under a legal disability or if the
Trustee determines that the Beneficiary is unable to properly manage his or her affairs, to a person
furnishing support, maintenance, or education for the Beneficiary or with whom the Beneficiary is
residing for expenditures on the Beneficiary's behalf; or (3) if the Beneficiary is a minor, to a trustee
REVOCABLE LIVING TRUST AGREEMENT
Page 7
BJa;( 69U PACE ~ ~~~i
of an existing trust established exclusively for the benefit of such minor, whether created by this
Trust Agreement or otherwise, or to a custodian for the Beneficiary, as selected by the Trustee, under
the Pennsylvania Uniform Transfer to Minors Act. Alternatively, the Trustee may apply all or a part
of the distribution for the Beneficiary's benefit. Any distribution under this paragraph will be a full
discharge of the Trustee with respect thereto. On any partial or final distribution ofthe Trust Assets,
the Trustee may apportion and allocate the assets of the Trust Estate in cash or in kind, or partly in
cash and partly in kind, or in undivided interests in the manner deemed advisable at the discretion
of the Trustee and to sell any property deemed necessary by the Trustee to make the distribution.
The Trustee may distribute gifts of up to .$10,000.00 per year per donee out of principal and/or
interest.
11. Insurance: The Trustee may purchase new life insurance, pay the premiums on existing life
insurance on the life of any Trust Beneficiary, purchase annuities (either commercial or private)
from any corporation, trust, or individual, and may procure and pay the premiums on other insurance
of the kinds, forms, and amounts deemed advisable by the Trustee to protect the Trustee and the
Trust Estate.
12. Borrowing: The Trustee may borrow money from the Trust Estate and others. To secure ithe
repayment thereof, the Trustee may mortgage, pledge, or otherwise encumber part or all of the Trust
Assets, and in connection with the acquisition of any property, the Trustee may assume a liability
or may acquire property subject to a liability.
13. Repairs: The Trustee may make ordinary and extraordinary repairs and alterations to buildings or
other Trust Assets.
14. Reserves: The Trustee may establish such reserves out of income for taxes, assessments, repair, and
maintenance as the Trustee considers appropriate.
15. Continuation of Business: The Trustee may continue any business or businesses in which the Trust
has an interest at the time of the Settlor's death for so long as the Trustee may, in its sole discretion,
consider necessary or desirable, whether or not the business is conducted by the Settlor at the time
of his death individually, as a partnership, or as a corporation wholly owned or controlled by him,
with full authority to sell, settle, and discontinue any of them when and upon such terms and
conditions as the Trustee may, in its sole discretion, consider necessary or desirable.
16. Retain Property for Personal Use: The Trustee may retain a residence or other property for the
personal use of a Beneficiary and to allow a Beneficiary to use or occupy the retained property free
of rent and maintenance expenses.
17. Dealings with Third Parties: The Trt-stee may deal with any person or entity regardless of
relationship or identity of any Trustee to or with that person or entity. The Trustee may hold o:r
invest any part of or all of the Trust Estate in common or undivided interests with that person or
entity.
18. Partitions, Divisions, Distributions: The Trustee will have the power to make all partitions;.
divisions, and distributions contemplated by this Trust Agreement. Any partitions, divisions, or
other distributions maybe made in cash, in kind, or partly in cash and partly in kind, in any manner
that the Trustee deems appropriate (including composing shares differently). The Trustee may
determine the value of any property, which valuation will be binding on all Beneficiaries. No
REVOCABLE LIVING TRUST AGREEMENT
Page 8
I~OJ;~( ~~() PACE'S=~~`!'r
adjustments are required to compensate for any partitions, divisions, or distributions having unequal
consequences to the Beneficiaries.
19. Claims, Controversies: The Trustee may maintain and defend any claim or controversy by or against
the Trust without the joinder or consent of any Beneficiary. The Trustee may commence or defend
at the expense of the Trust any litigation with respect to the Trust or any property of the Trust Estate
as the Trustee may deem advisable. The Trustee may employ, for reasonable compensation, such
counsel as the Trustee shall deem advisable far that purpose.
20. Merger of Trusts: If at any time the Trustee of any trust created hereunder shall also be acting as
trustee of any other trust created by trust instrument or by trust declaration for the benefit of the
same beneficiary or beneficiaries and upon substantially the same terms and conditions, the Trustee
is authorized and empowered, if in the Trustee's discretion such action is in the best interest of the
Beneficiary or Benefic iaries, to transfer and merge ail of the assets then held under such trust created
pursuant to this Trust Agreement to and with such other trust and thereupon to terminate the trust
created pursuant to this Trust Agreement. The Trustee is further authorized to accept the assets of
any other trust which may be transferred to any trust created hereunder and to administer and
distribute such assets and properties so transferred in accordance with the provisions of this
Agreement.
21. Termination of Small Trust: Any corporate Trustee which is serving as the sole Trustee of any
Trust or any Share thereof may at any time terminate such Trust or Share if, in the Trustee's sole
judgment, the continued management of such Trust or Share is no longer economical because of the
small size of such Trust or Share and if such action will be deemed to be in the best interests of the
Beneficiary or Beneficiaries. In case of such termination, the Trustee will distribute forthwith the
share of the Trust Estate so terminated to the income Beneficiary, per stirpes. Upon such
distribution, such Trust or Share will terminate and the Trustee will not be liable or responsible to
any person or persons whomsoever for its action. The Trustee will not be liable for failing or
refusing at any time to terminate any Trust or a Share thereof as authorized by this paragraph.
22. Power to Determine Income and Principal: Dividends payable in stock of the issuing corporation,
stock splits, and capital gains will be treated as principal Except as herein otherwise specifically
provided, the Trustee will have full power and authority to determine the manner in which expenses
are to be borne and in which receipts are to be credited as between principal and income. The
Trustee has the power to determine what will constitute principal or income and may withhold from
income such reserves for depreciation or depletion as the Trustee may deem fair and equitable. In
determining such matters, the Trustee may give consideration to the provisions of the Pennsylvania
Statutes (or its successor statutes) relating to such matters, but it will not be bound by such
provisions.
23. Generation-Skipping Taxes and Payment: If the Trustee considers any distribution or termination
of an interest or power hereunder as a distribution or termination subject to ageneration-skipping
tax, the Trustee is authorized;
a. To augment any taxable distribution by an amount which the Trustee estimates to be
sufficient to pay such tax and charge the same to the particular trust to which the tax related
without adjustment of the relative interests of the Beneficiaries;
REVOCABLE LIVING TRUST AGREEMENT
Page 9
b. To pay such tax, in the case of a taxable termination, from the particular trust to which the
tax relates without adjustment of the relative interests of the Beneficiaries. If such tax is
imposed in part by reason of the Trust Assets, the Trustee will pay only the portion of such
tax attributable to the taxable termination hereunder taking into consideration deductions,
exemptions, credits, and other factors which the Trustee deems advisable; and
To postpone final termination of any particular trust and to withhold any portion or all of
the Trust Estate until the Trustee is satisfied that the Trustee no longer has any liability to
pay any generation-skipping tax with reference to such trust or its termination.
Section 4.04 Special Provision for S Corporation Stock
Notwithstanding what is otherwise provided in this Trust Agreement, if at any time the Tnist contains any
stock of a corporation which elects or has elected treatment as an "S Corporation'' as defined by Section
1361(a)(1) of the Internal Revenue Cade (or any corresponding successor statute}, such stock will be
segregated from the other assets of such and treated as a separate trust. The Trustee will further divide the
separate trust into shares for each Beneficiary and such shares will be distributed outright or held in trust as
herein provided. In addition, all other provisions of this Trust Agreement will apply to each share held in
trust (and constitlrting a separate trust) except that the Trustee will distribute all of the income from each
separate trust to its Beneficiary inconvenient installments at least annually. It is the Settlor's intent that each
separate trust will be recognized as a "Qualified Subchapter S Trust" ("QSST") under Section 1361(d)(2)
of the Internal Revenue Code (or any corresponding successor statute). Notwithstanding any provisions of
this Trust Agreement to the contrary, the Trustee's powers and discretions with respect to the administratnon
of each separate trust (including methods of accounting, bookkeeping, making distribt-tions, and
characterizing receipts and expenses) will not he exercised or exercisable except in a manner consistent with
allowing each separate trust to be treated as a QSST as above described.
ARTICLE FIVE
Section 5.01 Coordination with Settlor's Probate Estate
At any time during the continuance of this Trust, including subsequent to the death of Settlor, the
Trustees may, in their sole and uncontrolled discretion, distribute to the deceased Settlor's Probate
Estate cash andlor other property as a Beneficiary of the Trust.
2. All other provisions to the contrary notwithstanding, under no circumstances shall any restrictf;d
proceeds, as hereinafter defined, be either directly or indirectly: (i) distributed to or for the bene#it
ofthe Settlor's Executors or the Settlor's Probate Estate; or (ii) used to pay any other obligations of
the Settlor's Estate. The term "Restricted Proceeds" means:
a. All qualified plans, individual retirement accounts, or similar benefits which are received
or receivable by any Trustee hereunder, and which are paid solely to a Beneficiary other
than the Executor of the Settlor's Gross Estate for Federal Estate Tax purposes; and
All proceeds of insurance on the Settlor's life which, if paid to a Beneficiary other than the
Settlor's Estate, would be exempt from inheritance or similar death taxes under applicable
state death laws.
REVOCABLE LIVING TRUST AGREEMENT
Page 10 6rJ0? ,~~~) P,h~;E~4~'~
Section 5.02 Direction to Minimize Taxes
In the administration ofthe Trust hereunder, its Fiduciaries shall exercise all available tax related elections,
options, and choices in such a manner as they, in their sole but reasonable judgment (where appropriate,
receiving advice of tax counsel), believe will achieve the overall minimum in total combined present and
reasonably anticipated future administrative expenses and taxes of all kinds. This applies not only to said
Trust, but also to its Beneficiaries, to the other Trusts hereunder and their Beneficiaries, and to the Settlor's
Probate Estate.
Without 1 imitation on the generality of the foregoing direction (wh ich shall to that extent supercede the usual
fiduciary duty of impartiality), such Fiduciaries shall not be accountable to any person interested in this Trust
or to Settlor's Estate for the manner in which they shall carry out this direction to minimize overall taxes and
expenses (including any decision they may make not to incur the expense of a detailed analysis of alternative
choices). Even though their decisions in this regard may result in increased taxes or decreased distributions
to the Trust, to the Estate, or to one or more Beneficiaries, the Fiduciaries shall not be obligated for
compensation readjustments or reimbursements which arise by reason ofthe manner in which the Fiduciaries
carry out this direction.
Section 5.03 3udg_ment and Discretion of Trustee
In the absence of proof of bad faith, all questions of construction or interpretation of any trusts created by
this Trust Agreement will be finally and conclusively determined solely by the Trustee, according to the
Trustee's best judgment and without recourse to any court. Each determination by the Trustee is binding; on
the Beneficiaries and prospective Beneficiaries hereunder, both in being and unborn, as well as all other
persons, firms, or corporations. The Trustee, when exercising any discretionary power relating to the
distribution or accumulation of principal or income or to the termination of anytrust, will be responsible only
for lack of good faith in the exercise of such power. Each determination may be relied upon to the same
extent as if it were a final and binding judicial determination. In the event of a conflict between the
provisions ofthis Trust Agreement and those ofthe Pennsylvania Statutes, the provisions ofthis Agreement
will control.
ARTICLE SIX
Section 6.01 Resolution of Conflict
Any controversy between the Trustee or Trustees and any other Trustee or Trustees, or between any other
parties to this Trust, including Beneficiaries, involving the construction or application of any of the terms,
provisions, or conditions ofthis Trust shall, on the written request of either or any disagreeing party serva:d
on the other or others, shall be submitted to arbitration. The parties to such arbitration shall each appoint
one person to hear and determine the dispute and, if they are unable to agree, then the two persons so chosen
shall select a third impartial arbitrator whose decision shall be final and conclusive upon both parties. The
cost of arbitration shall be borne by the losing party or in such proportion as the arbitrator(s) shall decide.
Such arbitration shat l comply with the commercial arbitration rules of the American Arbitration Association,
140 West 51st Street, New York, NY 10200.
REVOCABLE LIVING TRUST AGREEMENT
Page 11 __ __
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' Section 6.02 Incontestability
The beneficial provisions of this Trust Agreement are intended to be in lieu of any other rights, claims, or
interests of whatsoever nature, whether statutory or otherwise, except bona fide pre-death debts, which any
Beneficiary hereunder may have in Settlor's Estate or in the properties in trust hereunder. Accordingly, if
any Beneficiary hereunder asserts any claim (except a legally enforceable debt), statutory election, or other
right or interest against or in Settlor's Estate, or any properties of this Trust, other than pursuant to the
express terms hereof, or directly or indirectly contests, disputes, or calls into question, before any court, the
validity of this Trust Agreement, then:
Such Beneficiary shall thereby absolutely forfeit any and all beneficial interests of whatsoever kind
and nature which such Beneficiary or his or her heirs might otherwise have under this Trust
Agreement and the interests of the other Beneficiaries hereunder shall thereupon be approprial:ely
and proportionately increased; and
2. All of the provisions of this Trust Agreement, to the extent that they confer any benefits, powers,
orriQhts whatsoever upon such claiming, electing, orcontesting Beneficiary, shall thereupon become
absolutely void; and
Such claiming, electing, or contesting Beneficiary, if then acting as a trustee hereunder, sf-iall
automatically cease to be a Trustee and shall thereafter be ineligible either to select, remove, or
become a Trustee hereunder.
Section 6.03 Specific Omissions
Any and all persons and entities, except those persons and entities specifically named herein, have been
intentionally omitted from this Trust Agreement. If any person or entity shall successfully challenge any
term or condition of this Trust Agreement, then, to that person or entity shall be given the sum of one dollar
($1.00) in lieu and in place of any other benefit, grant, or interest which that person or interest may have in
the Trust Estate.
Section 6.04 Benefits Confidential
The Settlor further declare that it is his desire and intent that the provisions of this Trust Agreement are to
remain confidential as to all parties. The Settlor directs that only the information concerning the benefits
paid to any particular Beneficiary shall be revealed to such individual and that no individual shall have a right
to information concerning the benefits being paid to any other Beneficiary.
ARTICLE SEVEN
Section 7.01 Distribution in Kind or in Cash
On any division of the assets of the Trust Estate in to shares or partial shares, and on any final or partial
distribution of the assets of the Trust Estate, the Trustee, at his or her absolute discretion, may divide and
distribute undivided interests of such assets on a pro rata or non-pro rata basis, or may sell any part of or all
of such assets and may make divisions or distributions in cash or partly in cash and partly in kind. The
decision of the Trustee, either prior to or on any division or distribution of such assets, as to what constitutes
REVOCABLE LIVING TRUST AGREEMENT
Page 12
s~~~t ~~() P~c~~~~9i
a proper division of such assets of the Trust Estate, shall be binding on all persons interested in any trust
provided for in this Trust Agreement.
Section 7.02 Spendthrift Provision
Neither the principal nor the income of the trust shall be liable for the debts of a Beneficiary. Except as
otherwise expressly provided in this Agreement, no Beneficiary of any trust shall have any right, power, or
authority to alienate, encumber, or hypothecate his or her interest in the principal or income of this Trust in
any manner, nor shall the interests of any Beneficiary be subject to the claims of his or her creditors or liable
to attachment, execution, or other process of law. The limitations herein shall not restrict the exercise of any
potiver of appointment or the right to disclaim.
Section 7.03 Definition of Children
The terms "Child" and "Children" as used in this Agreement mean the lawful issue of a Settlor. This
definition also includes children legally adopted by a Settlor.
Section 7.04 Handicapped Beneficiaries
Any Beneficiary who is determined by a court of competent jurisdiction to be incompetent shall not have any
discretionary rights of a Beneficiary with respect to this Trust, or to their share or portion thereof. The
Trustee shall hold and maintain such incompetent Beneficiary's share of the Trust estate and shall, in the
Trustee's sole discretion, provide for such Beneficiary as that Trustee would provide for a minor.
Notwithstanding the foregoing, any Beneficiary who is diagnosed for the purposes of governmental benefits
(as hereinafter delineated) as being not competent or as being disabled, and who shall be entitled to
governmental support and benefits by reason of such incompetency or disability, shall cease to be a
Beneficiary of this Trust. Likewise, they shall cease to be a Beneficiary if any share or portion of t:he
principal or income of the Trust shall become subject to the claims of any governmental agency for costs or
benefits, fees, or charges.
The portion of the Trust Estate which, absent the provisions of this section, would have been the share of
such incompetent or handicapped person shall be retained intrust for as long as that individual lives. The
Trustee, at his or her sole discretion, shall utilize such funds for the maintenance of that individual. If such
individual recovers from his or her incompetency or disability and is no longer eligible for aid from arty
governmental agency, including costs or benefits, fees, or charges, such individual shall be reinstated as a
Beneficiary after 60 days from such recovery and the allocation and distribution provisions as stated herein
shall apply to that portion of the Trust Estate which is held by the Trustee subject to the foregoing provisions
of this section. If said handicapped Beneficiary is no Longer living and shall leave children then living, the
deceased child's share shall pass to those children per stirpes. If there are no children, the share shall be
allocated proportionately among the remaining Beneficiaries.
ARTICLE EIGHT
Section 8.01 Trustees
All Trustees are to serve without bond. The following will act as Trustees of any Trusts created by thiaTrust
Agreement, in the following order of succession:
REVOCABLE LIVING TRUST AGREEMENT
Page 13
eo~~ ~~0 ~n~~ ~?~~~~
First: The undersigned, GRACE E. ICKES
Second: At the death or incapacity of GRACE E. ICKES, CHARLES E. ICKES shall
serve as First Successor Trustee.
Third: BEVERLY A. ICKES shall serve as Second Successor Trustee.
Fourth: KENNETH E. ICKES shall serve as Third Successor Trustee.
Last: A Trustee chosen by the majority of Beneficiaries, with a parent or legal guardian
voting for minor Beneficiaries; provided, however, that the children ofany deceased
Beneficiary shall collectively have only one vote.
Section 8.02 Allocation and Distribution of The Trust Assets
The Trustees shall allocate, hold, administer, and distribute the Trust Assets as hereinafter provided:
Upon the death of the Settlor, the Trustee shall make any separate distributions the Trust Assets in
the manner hereinafter prescribed.
Section 8.03 Personal_ Property Distribution
Notwithstanding any provision of this Trust Agreement to the contrary, the Trustee must abide by any
memorandum by the Settlor, particularly that contained in the section entitled "Special Directives"
incorporated into this Trust Instrument, directing the disposition of Trust Assets of every kind including, but
not limited to, furniture, appliances, furnishings, pictures, china, silverware, glass, books, jewelry, wearing
apparel, and all policies of fire, burglary, property damage, and other insurance on or in connection with t:he
use of property. Otherwise, any personal and household effects of the Settlor shall be distributed with the
remaining assets of the Trust Estate.
Section 8.04 Liability of Trustee
The Trustee will not be responsible or liable for any loss which may occur by reason of depreciation in val ue
of the properties at any time belonging to the Trust Estate nor for any other loss which may occur, except
that the Trustee will be liable for each Trustee's own negligence, neglect, default, or willful wrong. The
Trustee will not be liable or responsible for the acts, omissions, or defaults ofany agent or other person to
whom duties may be properly delegated hereunder (except officers or regular employees of the Trustee) if
such agent or person was appointed with due care. The Trustee may receive reimbursement from the Trust
Estate for any liability, whether in contract or in tort, incurred in the administration of the Trust Estate in
accordance with the provisions hereof, and the Trustee may contract in such form that such Trustee will be
exempt from such personal liability and that such liability will be limited to the Trust Assets.
Section 8.05 Successor Trustees
Any Successor Trustee shall have all the power, rights, discretion, and obligations conferred on a Trustee
by this Trust Agreement. All rights, titles, and interest in the property of the Trust shall immediately vest
in the successor Trustee at the time of appointment. The prior Trustee shall, without warranty, transfer to
the Successor Trustee the existing Trust property. No Successor Trustee shall be under any duty to examine,
verify, question, or audit the books, records, accounts, or transaction of any preceding Trustee; and no
REVOCABLE LIVING TRUST AGREEMENT
Page 14 800ht ~~~) PAGE~~y;~
Successor Trustee shall be liable for any loss or expense from or occasioned by anything done or negleacted
to be done by any predecessor Trustee. A Successor Trustee shall be liable only for his or her own act.<~ and
defaults.
ARTICLE NINE
Section 9.01 Perpetuities Savings Clause
Notwithstand ing any other provision ofthis instrument, the Trusts created hereunder shall terminate not later
than twenty-one (21) years after the death of the last survivor of the Settlor and any other Beneficiary or
Beneficiaries named or defined in this Trust living on the date of the death of the Settlor. The Trustee shall
distribute remaining Trust principal and all accrued or undistributed net income hereunder to the Benefic iary
or Beneficiaries. If there is more than one Beneficiary, the distribution shall be in the proportion in which
they are Beneficiaries; if no proportion is designated, then the distribution shall be in equal shares to such
Beneficiaries.
ARTICLE TEN
Section 10.01 Governing Law
It is not intended that the laws of only one particular state shall necessarily govern ali questions pertaining
to all of the Trust hereunder.
The validity of the Trust hereunder, as well as the validity of the particular provisions of that Trust,
shall be governed by the laws of the state which has sufficient connection with the Trust to support
such validity.
2. The meaning and effect of the terms ofthis Trust Agreement shall be governed by the laws of the
Commonwealth of Pennsylvania.
The administration of this Trust shall be governed by the laws of the state in which the principle
office of the Trustee then having custody of the Trust's principal assets and records is located.
The foregoing shall apply even though the situs of some Trust Assets or the home of the Settlor, a Trustee,
or a Beneficiary may at some time or times be elsewhere.
Section i 0.0~ Invalidity of Any Provision
If a court finds that any provision ofthis Trust Agreement is void, invalid, or unenforceable, the remaining
provisions ofthis Agreement will continue to be fully effective.
Section 10.03 Headings
The use of headings in connection with the various articles and sections of this Trust Agreement is solely
for convenience and the headings are to be given no meaning or significance whatsoever in construing the
terms and provisions ofthis Agreement.
REVOCABLE LIVING TRUST AGREEMENT
Page 15
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Section 10.04 Internal Revenue Code Terminolo~y
As used herein, the words "Gross Estate," "Adjusted Gross Estate," "Taxable Estate," "Unified Credit,"
"State Death Tax Credit," "Maximum Marital Deduction," "Marital Deduction," and any other word or
words which from the context in which it or they are used refer to the Internal Revenue Code shall be
assigned the same meaning as such words have for the purposes of applying the Internal Revenue Code to
a deceased Settlor's Estate. Reference to sections of the Internal Revenue Code and to the Internal Revenue
Code shall refer to the Internal Revenue Code amended to the date of such Settlor's death.
REVOCABLE LIVING TRUST AGREEMENT
Page 16
B~Oit !~~~) PAI;E~_' X95
SPECIAL DIRECTIVES
OF
GRACE E. ICKES
I, GRACE E. ICKES, a resident of the County of Cumberland, Commonwealth of Pennsylvania,
being of lawful age, and of sound and disposing mind and memory, and not acting under duress, fraud, or
undue influence, hereby make, publish and declare this to be my Special Directive, and I incorporate THE
GRACE E. ICKES REVOCABLE LIVING TRUST AGREEMENT.
FIRST
The natural objects of my affection are:
My Children - CHARLES E. ICKES
SECOND
I direct that all estate and inheritance taxes payable as a result of my death, not limited to taxes
assessed on property, shall be paid out of the residue of my Estate, and shall not be deducted or collected
from any League, Devisee, or Beneficiary hereunder.
THIRD
In the event any of my named Beneficiaries should predeceased me, all of that person's share of the
Trust Estate is to be divided equally among that person's issue per stirpes unless otherwise stated in these
directives.
FOURTH
I direct that, before any distribution of the assets of the Trust Estate to the named Beneficiaries,
certain specific distributions, if any, shall be made from the assets as set forth on the list attached hereto and
marked "Exhibit A."
FIFTH
I direct that all real estate be transferred to CHARLES E. ICKES.
REVOCABLE LIVING TRUST AGREEMENT
Page 17
~oo~ ~~O ~A~~2~9f;
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DATED to be effective this ~J day of ~(d-l~'~~, , _~.
SETTLOR:
,,
~,,
GRACE E. ICKES
ACCEPTED BY TRUSTEE:
GRACE E. ICKES
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
This instrument was acknowledged before me on the date herein set forth by GRACE E. ICKES as
Settlor and Trustee to certify which witness my hand and seal of office.
°;
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Notary P~ Commonwealth of Pennsylvan'
NOTARIAL SEAL
STEPHEN T. MOSCONY, Notary Pubdc
U r Merion Twp., Mnntp~mery County
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REVOCABLE LIVING TRUST AGREEMENT
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