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01-02-09
15056051058 REV-15Q0 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue ~` Count Code Year File Number Bureau of Individual Taxes ~ y Po Box 2sosol _ INHERITANCE TAX RETURN C Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 (~-~Cj 1 ENTER DECEDENT INFORMATION BELOW :social Security Number Date of Death Date of Bir[h 04/03/2008 01 /27/1921 Decedent's Last Name Suffix Decedent's First Name MI LITTLE BETTE p (H` Applicable) Enter Surviving Spouse's Information Below ~~pouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW • 1. Original Return ;' 2. Supplemental Retum v.: 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) • 6. Decedent Died Testate •. 7. Decedent Maintained a Living Trust ___Q_: 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ..__, 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. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ~IACOUELINE K. COYLE (717) 763-9472 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY First line of address ' *~ 1 '1213 MALLARD ROAD ---' Second line of address __ _ _ __ -' _ - City or Post Office State ZIP Code r MATE F1t~D ; -.. ... r .. . CAMP HILL PA ' 17011 ~ '_~ ,_. .. __ _ _ ~ : ca Correspondent's a-mail address: -,J 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, c ct and complete. Declaration of preparer other than the personal representative is based on a ll information of which preparer has any knowl dge. SIGN ~ ~O~F PERSON SP~~NS~ E FD Ij~VG RE RN -~, e ~ `-` a ADDR S 1 3 MA LARD RD, CAMP HILL, P .17011 SIGNATUE~E OF PREOTHER THAN REPRESENTATIVE DATE ADDRESS F'ADDEN GUERRINI & ASSOC. , 3425 SIMPSON FERRY RD, CAMP HIL L, PA. 17011 PLEASE USE ORIGINAL FORM ONLY THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ~_. , -tii Side 1 15056051058 15056051058 ~~ 15056052059 REV-1500 EX RECAPITULATION 1 Real estate (Schedule A) . ...... . .................. . .................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. ' 4,833.66 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. ' 6,180.47 6. Jointly Owned Property (Schedule F) _~" Separate Billing Requested ..... .. 6. ' 36,992.94 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ";.°"'~ Separate Billing Requested...... .. 7. 140,436.16 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 188,443.23 9 Funeral Expenses & Administrative Costs (Schedule H) ............... . ... .. 9. ' 5,752.18 10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 11 Total Deductions (total Lines 9 & 10) ................................. .. 11. 5,752.18 12. Net Value of Estate (Line 8 minus Line 11) ..... . ...................... .. 12. ' 182,691.05 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... ~ ~~.~.,.K~«~~- ~ ~ ~ ~~~ .. 14. ~~~~~~~~~ 182,691.05 TIONS FOR APPLICABLE RATES ~ TAX COMPUTATION -SEE INSTRUC~~~~~-~~~~~~~~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at lineal rate X .0 45 182,691.05 ' ig. ' 8,221.10 17. Amount of Line 14 taxable at sibling rate X .12 17~ 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ....................................................... ..1s. 8,221.10 20. FILL IN THE OVAL IF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-',500 EY. Page 3 Decedent's Complete Address: 'rile Number 21 08 DECEDEN"i'S NAME DECEDENT'S SOCIAL STREET ADDRESS C/O JACQUELINE K. COYLE 1213 MALLARD ROAD CITY STATE 'ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 8,221.10 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments 3,065.20 C. Discount 153.26 Total Credits (A+ B + C) (2} 3,218.46 3. Interest/Penalty if applicable D. I me rest 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) 5, 002.64 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 5,002.64 Make Check Payable fo: 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 properly 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? ....... ....... ^ ^x 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 pf death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or far the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a} (1.1) (i)]. For dates cif 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, 200Q 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 z natural parer±, 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 benenciaries is four and one-half (4.5~ percent, eXCept as noted in 72 P.S. §9'15(1.2) [72 P.S. §9115(a)(i)]. The tzx rate imposed on the net vzlue of transfers to or for the use of the decedent's siblinos is twelve (12) percen± [72 P.S. §9116(a)(1.3}]. A sibling is defined, ~.,nder Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-15C3 EY,+ (6-98) G, !~ SrCt~EE3~LE ~ COMMONWEALTH OF PENNSYLVANIA 31 V~~J ~ BVE~F~J INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BET'TE D. LITTLE All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more spaoe is needed, insert additional sheets of the same size) REV-150° EXr (`-98) ~~.' COIS~IvACN1NEALTH Or PENNSYLVANIA INHERITANCE TF,X RETURN RESIDENT DECEDENT S~C~[E~~f ~E E CASH, BANK DEPC~SfTS, & M6SC. PERSONAS PRC)PERTY ESTATE OF FILE NUMBER BET'TE D. LITTLE 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. (If more space is needed, insert additional sheets of the same size] REV-1509 EX< (6-98) ~;~ C%OMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~C[~E~6~~E ~ JC}ENTLY-OWNED PRUPERTY ESTATE OF FILE NUMBER BETTE D. LITTLE If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINTTENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. JACQUELINE K. COYLE 1213 MALLARD ROAD, CAMP HILL, PA. 17011 DAUGHTER B. C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUA96ER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTP.TE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST t' A. 01/25183 PSECU, REGULAR SHARES, ACCOUNT # 0168122609 1,670.12 50 835.06 2 A 01125183 PSECU, CHECKING, ACCOUNT # 0168142609-04 10,070.61 50 5,035.31 3 A 01125183 PSECU,MONEY MARKET, ACCOUNT # 0168142609-07 62,245.14 50 31,122.57 TOTAL (Also enter on line 6, Recapitulation) i S 3g cc2 g.1 (If more space is needed, inssrt additions! sheets of the same size) REV-1510 EY.+ (0-93)~ti 1r 1 COMMONWEALTH OP PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCEfE~6~~E ~ INTER-VIVOS TRANSFERS & MISC. NON-PR06ATE PROPERTY ESTATE OF FILE NUMBER BETTE D. LITTLE 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, THEIRRELATIONSHIPTOD'cCEDENTAND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE NUMBEER THE DATE OF TRANSFER. ATTACHA COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST !IF APPLICABLE) VALUE 1 IRA, AMERIPRISE FINANCIAL, RVS HIGH YIELD BOND FUND, CLASS A, 13,521.16 100 13,521.15 ACCOUNT # 00000010105099229002 p 2 IRA, AMERIPRISE FINANCIAL, RVS DIVERSIFIED BOND FUND, CLASS A, 19,339.68 100 19,339.68 ACCOUNT # 00000010122976458002 3 BETTE D LITTLE TRUST, RVS GLOBAL BOND FUND, CLASS A, 11,449.91 100 11,449.91 ACCOUNT # 00000010105099088002 p 4 RIVERSOURCE LIFE INS. CO., ANNUITY POLICY NUMBER 9300-1032855 75,837.65 100 75,837.65 5 RIVERSOURCE LIFE INS. CO., ANNUITY POLICY NUMBER 9300-1379375 20,287.76 100 20.287.76 TOTAL (Also enter on line 7 Recapitulation} ~ 140.436.16 (If more space is needed, insert additional sheets of the same size) REV-15 i t EX+ ('~ 2-99) scNEau~E ~ COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES Sc INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER BETTE D. LITTLE Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' KING MONUMENT -GRAVESTONE 400.00 Z REFRESHMENTS-WAKE 308.15 PARTHEMORE FUNERAL HOME EXPENSES 1,751.03 B. ADMINISTRATIVE COSTS: 'I . 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 G. Tax Return Preparer's Fees ~. REGISTER OFWILLS -SHORT CERTIFICATE s COPY FEES - WILL/TRUST TOTAL (Also enter on line 9, Recapitulatior:) I ~ (If more space is needed, insert additional shee?s or the same size) 3.200.00 78.00 15.00 5, 752.18 >_.-_~_~ " - ._~-os i pennsytvania SC~fEaUE.E .~ DEPR RTMENT OF REVEtvUE iNHERITRNCE Tyr, R=TURN BENEFICIARIES RESIDENT DECEDENT ESTA'T'E 0"r FILE NUMBER BETTS D. LITTLE I RELATIONSHIP TO DECEDENT ~ AMOUNT OR SHARE NUMBER ', NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) j OF ESTATE ]: TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfzrs under ' Sec. 2116 (a) (1.2),J 'i. JACQUELINE K. COYLE, 1213 MALLARD RD, CAMP HILL, PA. 17011 DAUGHTER 60897.02 2 ~ WILLIAM T. LITTLE, 1000 STILLHOUSE LANE, ETTERS, PA. 17319 SON I 60897.02 3 GEORGE W. LITTLE, 605 FREEDOM RD,MECHANICSBURG, PA.17055 SON 60897,01 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. ]:I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. 5. CHARITABL E AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II -ENTER TGTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEN ' S If more spat? is needed, insert additional shzets of the same szz. AT 02 212053 3277581250.-",~ ~ 3D>3T BETTED LiTTL~ C/0 JACOUELI~!c K CHYLE 1213 MRLLRRD RD CAMP HILL PA 17011-1222 o~E~9nGtIEa89~E~~~6~~~gC~CEe4~~@9~E9e~oa~90ySeC~~a~~~i0a8u8i9itia~~e ~~\ `~ 1 _ I.. h T i r 1 {~I \ tiT - i F.~f L 1 C1~~ ~ _. _ ~' j PVT 1 ~`L 'irLJ ~ l~l~:~~ IQI i' .a`. z ~ January 1, 2008 -June 3G, 2008 Page 1 of 1 Financial GRACE, ANDREW D. Advisor: MUTUAL SERVICE CORP 1-717/975-8800 Customer isawkiitatesnpleion.care2 Servi:.e: Shareholder Services 1-800!632-2301 TDD (Hearing Impaired? 1-800/851-0637 r~r~kg~r~ ~i~~~ 1~9e1d ~~x-~c~© l~e~~e Fa~~a~ - ~Ea~s ~ 14iailing 100 Fountain Parkvday Address: PO Box 33030 St. Petersburg, FL 33733-8030 I~AS~AC~ ~~~~©~: ~H~n Eu~.d-1~ceaGat 1`*Taam~es: 130-13000193067 dear-to-date Seaaaam~sl~: Tan-Exempt Incase dividends: $92.80 Asset Summary Nuffi~er: 02448106 Lang-Term Capital wins: $0.00 ~a~i~ Sa~~3~E~ ~~~~e@~ ©!~ a~~ ~'€~~~S~C~&®N ®f3~@~,~R ~4MOEJ~ ~ ~E-6~R1E PR3~E SC-il~E~cS d faTi f~~ SF2~,~ES O1-Oi-08 BALANCE FOR'oVARD $4,925.60 $10.48 470.OOG 01-23-08 DIV PAID OUT $20.77 $10.66 0.000 470.000 02-21-08 DIV PAID OUT $20.77 $10.35 0.000 470.000 03-24-OS DIV PAID OUT $20.92 $10.16 0.000 470.000 04-2.2-08 DI~J REINVEST $20.92 $10.26 2.039 472.039 04-28-G8 CERTIFICATE DEPOSIT $0.00 $0.00 470.000 472.039 05-05-08 DIVIDEND ACCRUAL $9.42 $10.22 0.922 472961 05-O;i-08 TRANSFER TO 13014958410 $4,833.66 $10.22 472.961- 0.000 S~a~;~4~csg~~rr ~sade~c~~~~®~a in June your fund`s dividend was increased from 4.45 to 4.52 cents per share. Dividends vary based :,n the fund's income. Past dividends are not indicative of future trends. G~€~esri®r:s abo~:'~ yesa~r acessa~~t? Contact your financial advisor. W2'v2 added the Telephone number (if available) in the upper right-hand corner of this statement. 726 Purchases can also be made co~iine at f~'c~'e~.99~~~~'°a~~e~>3t~a;r~~. ` p Please make your check payable to: - --- - - BETTE D LITTLE Franklin Thigh Field Tan-Free Income Fund - Class A C/O JAC4UELINE K COYLE Fund-Acccun*_ ~±`~~~mber. 13G-?~OOC?S3Gc'd 1213 (viALLARD RD CAMP HILL PA 17011-1222 Amount 3.aclose~: i$ FRRn!KLIN TEngPLETOid Ird'dE~T~sEf~'TS PO BOX 33030 ST PETr=RSBURG FL 3 3 7 3 3-30 30 -~, ~~i2C4: ^.2ic ?~~_ .,C n-;p-!clC ,c`:~crr Si~72 !~ CYi ~:l~25 art n2Cc~Ca R~ i0(: ^, .~~1125~ ~!Si.'(bU;!Cf' (~pt_fOnS ~_ _... r ~onfirmat~on Ameriprise Financial Services, Inc. 70100 Ameriprise Financial Center Minneapolis MN 55474 www.ameriprise.com (800) 862-7919 Ameri rise , Fi~C7_i`'1C1!1~ Account number: 0008 0486 9877 6 001 Bette D Little Trust Ms Jacqueline K Coyle 1213 Mallard Rd .D Camp Hill PA 17011-1222 Owner: Jacqueline K Coyle as Ttee Of the Bette D Little TR U/A DTD 2-14-90 Your financial advisor Mark Delmar CFP® (813) 961-2771 At=1 Flexible Savings CertiC~icate -- account activity Date Transaction Amount May 7, 2008 Change of Ownership/Beneficiary NA JACQUELINE K COYLE AS TTEE 1213 MALLARD RD CAMP HILL PA 17011 OF THE BETTS D LITTLE TR U/A DTD 2-14-90 information summary as of May £3, 2flg8 Account Value $4,610.47 Loan Amount NA Amount Paid In $3,000.00 Loan Interest PiA Next Interest Payment 05/27/2008 Federal Withholding NA Member: Financial Industry Regulatory Authority (FINRA) Securities Investor Protection Corp. (SIPC) Please review your statement carefully. If you notice an error, please notify us immediately. Failure to notify us within 30 days will constitute your acceptance of the content. You may direct any questions to your financial advisor or service office. ©2007 Ameriprise Financial, Inc. All rights reserved. Page 1 of 1 'RIII~III~I~IIIIIIIIIII~I~IIIIII~IIIIp11111~1~11111111111N'IB -~ ~ ~ ~- /~ I ; ~; ~~~ ~ I~~j~il1~~ ~ ° ~~_-~_~ ~' III ~~ ~ X11 ~~ ~ o--- a r~3f5,/~ i ~;l ~ arr' artt6rilo:i~ BETTE © LITTLE ~.v.Bo~o~Di3 I/i.) i5~ 'her ~ ~ '~ _ : , ~, HaftIS~U~g, ~'n ~1IU6-~~~~ '~~~~if L~, ~ ~~@..TiJf'!'~cl WIN A CPS! USE 1'i;'v"~t PScCU CiitCn CARD AND YOUR VISAS CAPITGL CARD TO BE ENTERED AUTOMATICALLY. PSECU.COM/SWEEPSTAKES HAS DETAILS. JOINT OWNER JACQUELI~9E CG'YLE PAGE 2 hiEPAk3EF NIJPd6ER. ~I 0168XXXXXX STATEb1EtJT.DATE- 0331/08 POST EFF DESCRIPTION AMOUNT BALANCE 0301 LD 01 REGULAR SHARES BEGINNING BALANCE 4508.. 14 0503 PAYMENT: DIRECT DEPOSIT US TREASURY 303 1148.00 5656.14 TYPE: SOG SEC ID: 3031036030 ~' C0: US TREASURY 303 030.;, WITHDRAWAL',UTA HpME BANKiNG'TRANSFER Td 'SNARE O~ 5000:00- 656:14 '0315 PAYMENT: AT ATM #00004963"W~P3001 701.56 1357:70 ATM'STAR NETklORK 1023 STATE ST L€MOYNE PA 0331 PAYMENT: DIRECT DEPOSIT PA TREASURY DEPT 662.94 2020.64 TYPE: ANNUITANT ID: 1236003133 C0: PA TREASURY DEPT 0331 PAYMENT: DIUID~ND 1 :.240 ; 1 .38_ 2022. 02 ANNUAL PERCENTAGE YIELD EARNED 1.253 FROM D3;'0I~'08 TNROUGFi 0331;'08 _ BRJtD U'N AUCFcAVC rvAs'LY BALAfdCt 'uF i,31"u,77 I 0331 ENDING BALANCE.. 2022.02 -- --- DIVIDEND YID: YEAR TO DATE -------------- ---- 6.06 r0~ I Err ---- -- --- ------- DtSGRI? CItIN -- --------- ------------ AMOUNT ' ------ -------- ..BALANCE 0301 ID 04 Cl~ECKIfr'G BE~INtilfdti BALA!~CE ?152.4z 0303 C!?ECK 000220 1'°? nn-' °61:43 0s0s PAYMENT: VIA NOME BANKING TRANSFER FROM SHARE 01 5000.00 5961.43 03G4 PAYMENT: UTA NOME BANKING TRANSFER FROM SNARE 07 3000.00 8961.43 0306 CHECK 000221 848.00- 8113.43 0312 Gi-~ECK 000223 1050:00- 1053..43.. Q3i7 Ci~ECK 00022? _68.58- 934.5 D326 PAYMEhfT: DIRECT DEPOSIT FRANKLIN MUTUAL 20.92 1D05.77 ', TYPE: FRANKLYN H ID: 1942995330 C0: FRANKLIN MUTUAL 0331 CHECK 000224 29.70- 976.07 --- C~7NTIN:ED Q~ FCLLGWiNG P+^,rE --- X202 vv0 Oc~ 4 i0 _,,_, .._ , E ~. eox 6r`u~i3 '11! =s~-Y~k4 j i } ~ {Hari~nurg Harri:hu€~ p~ 1 % ~~5-7G~1 ~ ,$Ov} 23?-?~~$ {fca~ian~~ide} nETTE D LITTLE W£N A JPs! L'SE YOUR PSECU CKECK CARD AID YOUR UISA® CAPITOL CARD© TO BE ENTEP,ED AUTOMATICALLY. PSECU.COM/Si;EEPSTAKES KAS DETAILS. JOINT OdUNER JACQUELINE CDYLE PAEE 3 MEMBE.P1UM3ER STr.TEMESdT.DGTE 10168XXXXXX -- - 03~31~08 ~ rOST EFF DESCRIPTION fi!~iOUhET 'I EfiLANCE PROCESSED C~iECK - U[~IC 5840 i TYPE: D PREMIUM ID: 9000447048 0331 ~ PAYMENT: DIVIDEND 0.2501 0.55 476.72 i ANNUAL PERCENTAGE YIELD EARNED 0.251 FROM 03/01/08 TKROUGH 03/31/08 EASED CAN AU'ERAt~E IiAILY Ef~LAFECE iJF 5, U6".64 i G33i ENDING Bf'LANC~' 976..72 ~ ~ DIUiDEir`D "YTD: 1`EAR TO DATE _ __ _ _ 2.11 NUMBER AhiOflFiT NUMBER AMOUNT NUMBER AMOUNT NUMBER AtKOUNT i 000220 191.00 000222 68.58 000224 29.70 OG022i £48.0.0. OG0223 7060.00 Pk~ST EFF DESCRIPTION AMOUNT EALfiNCE ~ 0.301 ID 07 h10NEY MARKET BEGINNING BALAteCE _ _ _ 75035.76 0304 ~tITHDRAFIAL VIA HOtiE BANKING TRANSFER TO SHARE 04 3000.00-73035 76 '~ 0317 DIVIDEND RATE CHANGED FROM 3.301 TO 3.061 . ---. WJJ.I. ,r.,~ ,~ ,~ n~ -„ 2 171 ii 1U~~tJ r2ATC ~r. r, ~ti t,7C~ GtiJi'~ ~ t~s L,°~ rs `~„ti! ' I 0331 PA~`tiEtalT: DIUIDEh~D 2. 4o0 1y8.37 7334. L3 ANNUAL PERCENTAGE YIELD EARNED' 3.Z3 o Ffi0~! G3,~01:08 TFir~OE~GK 03! 3?/08 i G:i31 EfvDINCi BALANCE _ 73234. ? 3 '~ j ----------- DIVIDEND YTD: YEAR TO DATE ------------------------------------------- -- 565.54 ----------------- TOTAL DIVIDE!~D YTD: YEAr~. TO DATE ------- --------- ---- ---- ---- 697:. ~3 2004E I5 ~~~ ,Cep ~, r c- ' ~ ::~.: ,~,~, +. BETTE D LITTLE iilili~lii!i~l'~IilliP ar;s~urg Pa 17106-101 !'Ql c"-~.;2c i~la r~ ~~ ~,i~ w~~3a'~ - ~~~~~a/v~,~,~~~~c~a.~~r~ THE MDRE YOU USE YDllR VI.SA~ CAPITGL CARDr~, THE MLrxE CHANCES Yuii HAU'E Ta7 3~IN QUR '•P~ALL I~'f LOUE„ Si~EEPSTA;tES . ~ll~i CASH 3 GO TO PSECU.COM FO,R L~fTAILS. ~301NT GYYNER JACQUELINE CDYLE PAGE 2 R tdG 5~ ~ 3E ~ ^ : , ~ . i . T R ~~~..iYf j.~ PAST EPP 2~~SC c3r~TI~7~1 - ! ~ ~ El!a~~, ID Q>1 ~PG .f~~S BEGE~I~E~N~ ?~r~LAN~ ~< ~ A~Lk~`T' BALAi9GE '~ - 0403 ..» D PAYhlENT,~~ .... DIl2ECT EPOSIT US~~TREASUt~Y 303 1123.00 ~ ~t~344.5 •32067.5 8 ' TYPE: SOC SEC IDr 3U31O3dO30 j 0413 ~ WITHDRA~lAL T A S R N FER TO SHARP 07 25000.00- 7067 58 = ~=~ = ~ ,;TT~li~h', Vii. ~~.~ ~aL~t~ 3h1~1,~I~yt3 TR~~,`dS-~~b TD SNAf~~ .8.7 " . 10DD; OII- ~5'a~7:'S~ ~ ~zti ~ ~~7~ .~ ~_ I}IR~~? D~FQS~T,PR .TR~ASU~Y 13E~~ "'~- 1 nEs2' I1 b9 E~7~9 ~~ ' ~ T tic" e ~2AiU~~T,~~' •~,B 7-Z3bQ0~Is~ , ! 0430 PAYMENT: ~DIVIDEND1 Z40~ ,,~~ ~, ~ ~~ ~ . ANNUAL PPRGENTAGE YIELD DARNED 1.25;s P'l2Ot1 04101/07 17. I7 6746.86 THROUG}i 04/3Q/07 BASED ON AVERAGE DAILY BALAN C£ OF 1b, 848. 12 ~ ~ d4~£t'~ E`N TJhd~ $e'~LA~~c t~T~~: ~~'€~ YTD i~ Yc~lf~" Tf~ s~i9TE ~ ' 47~~5 . $G n - 1 i3 . ~~u _ - ~ ~'O~T E!=r- s..cux --~~ :_.1~ysc+cezc-~zss-~~ - _ ,~vr ~ ,-=~~s~~~~ _ __a~ ~ -D~SG;IP -_= =~=-~- 0401 7TOTI ID 04 C~IECKTN© BEGINNING BALANCE AMQUVT BALArYCE 0403 CHEC~C 000178 5626.59 0~~5 i-r~~~'iE~x_ :~T i~.T~2 ~Ef'OUf~$i~311~~+u01 160.00- 5466.59 ~'_ Agri STS t~T?~F~fG lti'" STA"EE Sl' kETiQytic ~ PA '3v.ilO ~ ~ °~ 555.59 O4;t~b ~ITHBR~~dA~. T1~i~PCI' ~; ~~PEi~~ T L'O l~N ' ~ ~~~ ~~~ 4 ~ 3 . f3 0- 5 ~ 4& . 5 9 TYPE: 3tENT IDr 1931326492 ~~~ ~ ~ ~ ~~~`~ ~~ I a~>1Q WITriD~2A!~IAL DIRECT DEPOSIT VERIZpN 31.51- 5115.08 TYPEr PAYNENTREC iDr 9733397201 ~ ~:1 I E3~iEC;t Q~~ 174 ' I 0~'1~ CH~C~ ~)tT't~l&fl z~ . ~~- 5a8i, ~W, f~ Q 1 i 7f}. QtT= ~DZ9. d3 i 0417.. ...;,..,, <... PAYHENT~ AT ATt7 #0000152 2~W4 ~ ~ ~ ~~ ~ ~ ' i13rp:5- ~~ 406.43 001 3 604. 85 5510.88 i' ATM STAR NETWORK 1023 STATE ST lEHOYNE PA i ~~Z3 PAYMENT: AT ATH #O0003229/u43001 947.50 b458.3g '>>r~ ;O~i Cs~tn L7 79 ^.fl111 n #. / L fir, .. ~~~ ' ~ ~ ~ ~ ' ~ i.i/. D~ 4/ V 1 ~ ~ {f ~ ~~ l a~i9"~i4 S7`f t~~~:~fdl , -~. `~,~ ,~ '~ Haris~tir~, 1 71 05-741 3 ~~4G? 237~732~ (idet~cm ~~ ~ i r ,. , ~ ~ -..-,~ _.~ ..r't ~' T"., >l,.~t=iii '~ l!~ r ~iii~~i~' I d_. T~~IC t~fl~E YOtJ USE YOL'~ 'v'ZSA~ _ ~ C:~PITDL CARII®, THE ~ipRE C~:A~1CES YDU HAVE TO 4~iN QUR "°FALL IN L©VE" SYiEEPSTAKES. ~iN CASH' I Ga TO PSECU.CaM FaR DETAILS, JOU~lT CW(VER S e T T ~ ~] L I T i L E JACgUELI~IE CDY± E PAGE 3 ..i[.A~'3'NU?r3S.R `, '~.STiki~~FlYtD~ ~ -- 016f3XXXXXX ~ 04/30/07 N©3T OFF Iz~SGRZ~'TIflN. A~I3~#n~ ~A~A~C~. ~,YY ~T~~ t~7'rK 1t3F,3 STA~~ S'F L'c;~Y`~ P,cX ,, ,. ~ _ .. u42=~ PAYr`IEPlT ~ DIRECT BEPOSIT FRA~ NKL _ ~ ,__ ,.,, ... IN PIUTUAL ',. Z~.59 6478.97 i TYPE FRdN}CLIN N IDS I9k2995330 i O~r30 CHECK 000182 ~ 50.00- b398.97 j fls~30 PAYt`(~~j'~'r 1~,Z~VIDETl~1, 0.23~7,~ ~ ' 1,:I~ 6~0~ ~7 ~ ~ {~N.i€JAL PERCENTAQ;= YYE~~ ~1lk~D _ , ~I ~3."=. F~r~~ a4/~I~7 TkkuL~~;~ ~~~3tr,~=~T ~'kSED flt~ AVERAGE ~I4Ai~~(. DRLAt~CF ~ , D~' 3,bX~.3.9? ': 0430 ~NDZNG BALAtdCE > ~ ~~ ~ 640Q.1Z ` DIVIDE~~~7 YTD~ YEAR TO DATE 3. U9 j~Z.'11.+L ~a 7-1~i t1 F~19T ~~.fl i1]L 7. ~' 11 T Y A;~GkJ+~"r .~r.~~,~c~ A~f~E3~#T '1 ,~t~P1~E~~k~ ~ aMi7aaaT . ~ . ----.-~- . , _. -__.~=a:m~~=~C=..Oa=~..a rasa ~~_--_===~~smsa:mom-.== ~msa m~_p. CC.--.n am --_-=` I POST EFF DESCRIPTION AMaUNT BALAr~CE 0413 ID 07 rfaNE Y MARKET B E O INNZ ~aGB ALANCE 0, 00 j iJ `,...~ ' -- gg ~~ yy ~~ ~ ( i : ~r", fl ~~"~:.: T:L~i,'t`1 C'\-'~ri Qt.~.~C~tf~~ 4'~ ; -- i1 /. (~ ~~`J lf~~:. L,~ ~y ~~~~V~:: (j.!} r : ; u-~_.. n Crr _ ~':3 ~'~^c~'I ~: '~Lt1' i:~<<i' Bak?'-3~I~ti>~ T~no~ ~~ ~r~. ~f~l1~ 5~-}Ai4~ '~1 lAl~fl~_ OfI ~~~Ii3t1. tfk OvaO DIV.~IIEt~D RATE G~i~43~G~7 ~'~Cf3M ~i, ba;; TQ .,x,,35 f' Oy~O + / ~. 7.95 „i ANNUAL PERCENTAGE YIELD EARNED 4.75s FRar~ 04/13/07 THROUGH 04/30/0 7 043a ENDING BALANCE 260~7.9c r~I~iD~~- ~'TI?"~ .YEAST T(1 DAB 57 . ~6 - ~~~~ -- ~ ~ O~a01 ID 5 0 12 ~ar~T;~ CERTIFICATE-1 dPGi~3Ni~iG BALANCE ~ 7310.26 0430 PAY~SENT: DIVIDEND 5.130%s 31.67 751.93 I AN~lUAL PERCENTAGE YIELD EARNED 5.25 FROM OAS/OI/07 THROUGH 04/30/07 .~,~_ CO~TIN4~EIY 0~ •~OLtQWT~€G ~'~G6 -__ ~ 213=:9.2 ',. ;,~ _ Am,eripris2 Financial Services, Inc. 70~ GQ Arneriprise Financiai Center (vlinneapolis I~1N X5474 w~rvw.ameripriS2.ccm (800) 8o2-7cJ19 ~~~~p~~~~ ~~ ~1~1C1t1C7C1~ Account number: 0010 1417 9398 3 002 Bette D Little Trust Ms Jacqueline K Coyle 1213 Ntaliard Rd Camp Ni11 PA 17011-1222 O~n~ner: Ameriprise Trust Company c/o Jacqueline K Coyle Ttee As Custd for the Bette Little TR DTD 2-14-90 Inherited IRA as Bene of Bette D Little Your financial advisor Mark Delmar CFP`° (813) 961-2771 RVS tJig~ Yi~;td €~ond ~r~nd -account ac#ivity Date/Transaction Class Amount Price Shares May 07, 2000 Investment Exchange A $13,521.16 $2.740 4,934.730 From High Yield bond Fund Account 0000 0010 1050 9922 9 002 _,.u,~,~l..>' ~,~. This transaction was executed an a principa4 basis directly with the Fund. Other information regarding the execution of the transaction including the date and time of the transaction will be furnished upon written request. Settlement date is the business day following the date of the transaction. Prices are rounded to the nearest one tenth of a cent. Sales charges amount is included in the price. Many mutual fund companies offer sales load discounts to customers that have invested over a certain dollar amount. These discounts may be calculated based on your current purchase or on your aggregate holdings, and may alsa include the holdings of your family or household members. To ensure that you are obtaining all available discounts. you should talk with your broker or financial advisor, or check the fund's prospectus or website. Please read important explanations and disclosures on last pages of confirmation. ~~:_~. W Total Shares - Class A 4,934.730 Divs Yr-to-Date - Class A $0.00 Value per Share - Class A $2,740 Taxes Withheld Yr-to-Date $0.00 Value of Shares - Class A $13,521.15 Dividends Accrued - Class A $0.00 Account Value $13,521.16 Member Financial Industry Regulatory Authority (FINRA) Securities Investor Protection Corp. (SIFC) Please review your statement carefully. If you notice an error, please notify us immediately. Failure to notify us within 30 days will constitute your acceptance of the content. You may direct any questions to your financial advisor or service office. ©2007 A,i~eriprise Financial, Inc. All rights reserved. Page 2 of 4 r ., ~ ,.....~ .. _ :i l~~ ~~~~~~a~i~r~ -~' Ameriprise Financial Services, lnc- ~~ ~~~~~~~ ~ ~ 70100 Ameriprise Financial Center F1YlfiPlClf1~ Minneapolis MN _5547 wtivw.ameriprise.cem (800) 862-7919 Account number: 0010 1417 9408 0 002 Bette D Little Trust Olvner: Ameriprise Trust Company Ms Jacqueline K Coyle c/o Jacqueline K Coyle Ttee 1213 Mallard Rd As Custd for the Bette Little TR DTD Camp Hill PA 17011-1222 2-14-90 Inherited IRA as Bene of Bette D Little Your fiinanciai advisar Mark Delmar CFP`~ {813} 961-2771 I~~IS Diversified Bond Ft3nd - account act~rity Date/Transaction Class Amount Price Shares May 07, 2008 Investment Exchange A $19,339.68 $4.800 4,029.100 From Diversified bond Fund Account 0000 0010 1229 7645 8 002 - ,~.~-~' This transaction was executed on a principal basis directly with the Fund. Other information regarding the execution of the transaction including the date and time of the transaction will be furnished upon written request. Settlement date is the business day following the date of the transaction. Prices are rounded to the nearest one tenth of a cent. Sales charges amount is included in the price. Many mutual fund companies offer sales load discounts to customers that have invested over a certain dollar amount. These discounts may be calculated based on your current purchase or on your aggregate holdings, and may also include the holdings of your family or household members. To ensure that you are obtaining all available discounts, you should talk with your broker or financial advisor, or check the fund's prospectus or website. Please read important explanations and disclosures on last pages of confirmation. ~?3fol,"^.~~1:inn s~~~a~,f ~s of ~~ay 0?, 200 Total Shares - Class A 4,029.100 Di vs Yr-to-Date - Class A $O.GO Value per Share - Class A $4.800 Taxes Withheld Yr-to-Date $0.00 Value of Shares - Class A $19,339.68 Dividends Accrued - Class A $O.OG Account Value $19,339.68 Member: Financial Industry Regulatory Authority (FINRA) Securities Investor Protection Corp. (SIPCj Please review your statement carefully. If you notice an error, please notify us immediately. Failure to notify us withir, 30 days will constitute your acceptance of the content. You may direct any questions to your financial advisor or service office. ©2007 Ameriprise Fina~~cial. Inc. All rights reserved. Page 3 of 4 II'IIIIIIIIIIII~II'llllilllll~Il!"lllllllll!II'll'Ilkl'!'lllll'liil ll''~I~ ~. m.. - _, r -, ,~ ~~~~1~'~~~1~J~ Ameripris2 Finarrcia! Services, lrc. 70100 Ameripris2 Financial Center Minneapolis IV1iJ 55474 www.ameriprise.com (800) 8E2-7919 Bette D Little Trust o Nls Jacqueline K Coyle ° 1213 Mallard Rd ° Camp Hill PA 17011-1222 ~~~~'1 ~'~S~ ~ y ~'inc~nl/ic~i Account number: 0010 1417 9380 8 002 Owner: Jacqueline K Coyle as Ttee Of the Bette D Little TR U/A DTD 2-14-90 Your financial advisor Mark Delmar CFP® (813) 961-2771 RYS Global Bo€~d Pund --- accoun~ activi#~ Date/Transaction Class Amount Price S?~ares May 07, 2008 Ownership Transfer From Global Bond Fund Account 0000 0010 1050 A 9908 8 002 -..~.~c.~-=~ ;~ 1,642.743 This transaction was executed on a principal basis directly with the Fund. Other information regarding the execution of the transaction including the date and time of the transaction will be furnished upon written request. Settlement date is the business day following the date of the transaction. Prices are rounded to the nearest one tenth of a cent. Sales charges amount is included in the price. Many mutual fund companies offer sales load discounts to customers that have invested over a certain dollar amount. These discounts may be calculated based on your current purchase or on your aggregate holdings, and may also include the holdings of your family or household members. To ensure that you are obtaining all available discounts, you should talk with your broker or financial advisor, or check the fund's prospectus or website. Please read important explanations and disclosures on last pages of confirmation. lrafc~~rnaiic~f~ sur€~ary s of flay {}7' 208 Tctal Shares - Class A 1,642.743 Divs Yr-to-Cate - Class A $O.OC Value per Share - Class A $6.970 Taxes Withheld Yr-to-Date $0.00 Value of Shares - Class A $11,449.91 Dividends Accrued - Class A _ $0.00 Account Value $11,449.91 Member: Financial Industry Regulatory Authority (Flh1RA) Securities Investor Protection Corp. (SIPC) Please review your statement carefully. If you notice an error, please notify us immediately. Failure to notify us within 30 days will constitute }+our acceptance of the content. Y'ou may direct any questions to your financial advisor or service office. OO 2007 Ameriprise f-financial, Inc. All rights reserved. Page 1 of 4 illllllll llllll~lill Illllll~ll~llllllllllilllllllllil IIIIII luil'~III `ti - ~ Riveraource Liie Insurance Company 70100 Ameriprise Financial Center -viinneapolis NiN 55474 An Ameriprise Financial company May 02, 2008 BETTE D LITTLE TRUST 1213 MALLARD RD CAMP HILL PA 17011-1222 Claim Number 396963 Policy Number: 9300-1032855 BETTE D LITTLE ~. L Dear Recipient: ac The attached check for 8,253.88 represents the death benefits due you under this contract. These benefits are made payable to BETTE D LITTLE TRUST. Federal taxes in the amount o $7,583.77 were withheld. If you have questions, please contact our office at the telephone number below. Our associates are available. to assist you Monday through Friday from 8 a.m to 5 p.m. Central time. Thank you, :RiverSource Annuity Claims X800) 862-7919 Insurance and annuities are issued by RiverSource Lif® Insurance Company ("RiverSource Lite") an Ameriprise financial company. Riverseurce Lrfe also acts as principal in the sale and distribution of its variable annuNy contracts and variable li Fa insurance policies. Other information regarding execution of the transaction including the limo of the transaction will he provided upon written request. Detach And Retain For Yaur Records OGL-L50040101~20t17) ~iverSourca Lice insurance Company 70100 Ameriprise Financial Center lviinneapolis MN 55474 Ar. Ameriprise Financial ccmpany May 02, 2003 BETTE D LITTLE TRUST 1213 MALLARD RD CAMP HILL PA 17011-1222 Claim Number : Policy Number: ~~ 39o9b4 9300-1379375 BETTE D LITTLE `~ Dear Recipient: The attached check for$18,758.98 represents the death benefits due you under this contract. These benefits are made payable to BETTE D LITTLE TRUST. Federal taxes in the amount o$1,528.78 were withheld. If you have questions, please contact our office at the telephone number below. Our associates are available to assist you Monday through Friday from 8 a.m to S p.m. Central time. Thank you, 12iverSource Annuity Claims 0800) 862-7919 Insurance and annuities are issued by RiverSource Life insurance Company ("RiverSaurce Life") an Ameriprise financial company. RiverSourca Life also acts as principal in the sale and distribu4 on of its variable annuity contracts and variable life insurance policies. Other information regarding execution of the transaction including the time of the transaction will be provided upon written request. Detach And Retain For Your Records OGL-LS~U40 )Ot/ZiI~%) ESTATE OF BETTE D. LITTLE SCHEDULE OF TAXES PAID AND CREDITS FORM REV-1500 SSN: 168-14-2609 Payment Date Taxes 5130/2007 $ 2,801.03 $ 05/27/07 37.58 05/27/07 226.59 Credits Total 140.05 $ 2,941.08 1.88 39.46 11.33 237.92 Totals $ 3,065.20 $ 153.26 $ 3,218.46 C^~`;~5^.i~i4iALT't: i;^ GEit`ivSYL`d(~..`").dR ~ `'~, DE'rAR MENT OF REVE~%u'm F~7 a~"'. _ BU$cAll Cr iNDIVIDUA_ 'AXES NOTICE GF INHERITANCE TAX i~-' IN Hi=RITANCE TaX 0IVISiON AFFRAiScM_NT, ALLOWANCE DR. DISALLOWANCc -..- - _:' PO i3CX 2s0d0i Cr DEDUCTIONS, AND ASSESSNcNT OF TAX GN !~AKf:ISeuPC Pa I7IZE-o6a1 JOINTLY H_LD OR TRUST ASSETS P`V-'I54s Ex APa <<};-^=` DATE 07-14-2008 ESTATE OF LITTLE BETTE D DATE OF DEATH 04-03-2008 FILE NUMBER 21 08-0459 COUNTY CUMBERLAND SSN/DC 168-14-2609 JACQUELIN K COYLE ACN C8124O62 1213 MALLARD RD APPEAL DATE: 09-12-2008 CAMP H I L L PA 17 0 11 -1222 (See reverse side under Obdect~ons) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LIME ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAiSEiWENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSM'cNT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 07-14-2008 ESTATE OF LITTLE BETTE D DATE OF DEATH 04-03-2008 COUNTY CUMBERLAND FILE N0. 21 08-0459 S.StD.C. N0. 168-14-2609 ACN 08124062 TAX RETURN WAS: CX) ACCEPTED AS FILED C ~ CHANGED JDINT DR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0168142609-S7 TYPE OF ACCOUNT:,OSAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 04-13-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CisEDITS: 62,245.14 X 1.Q0D 62,245.14 _ .00 62,245.14 X .45 2,801.03 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE F.EGISTER OF W_TLL S AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT CT) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID D5-30-2008 l CD0O9822 140.05 2,801.03 TOTAL TAX CREiuIT BALANCE C~- TAX DUE INTEREST AND PEN. TOTAL DUE = iF %.-' A=T= THIS DAT S== R=VERSE -CR CAL ULAT_CN CF A.-.LITiCNA.L :NTL-c..T. ,. . IF TAL LU'E~- LESS THAiV gi NC FAYucNT IS REQUiRE~ TOTAL DU. 'S REFLEC7.D AS A "CRcDiT" C CR), YOU N:AY S= DUE A RF-tiD. S,c R=YcRS= _:T_ OF THIS •_.<^hs -..~ re...-~,- _...~.. - 2,44'_.08 140.05CR ,~r 1, v . Dlr.. 1~ CDMMCNWEALTP OF P. `1N~Y: `d:;NLS I . DEPAn: i MEN' OF F,EVcNUc BURENU OF iNDiVICL'A i,4;:E5 ~~,y,~ „7~~~.-~-.~3sr I , ~ ^ ^ ` _ _ l~S. use±n.6 l~.F~`i h! ~~~~ I ~ * DEPT. 28601 , ~~ ~ ~~~~- /'~~L t `' - ~E I HA RRISBUR„ ?A li:?3-OeOi °,~~'~~5.* ! fiX:" AiFC ~ k ~' ~{ C ^ I r .r. ~i ~Sa. OF BETTS D LITTLE S.S. IdO. 168-14-2509 ~+AT:--~ E':s Dn7'i? 04-03-2008 COdiN?'Y CUMBERLAND JACQUELINE:°K CGYLE 1213 MALLARD RD CAMP HILL PA 17011-1222 n =' • 21 GRI22-5~ U7-23-2QJb' TYPE OF ACCGUNT ;; I savlNCs U CHECING TRUST CE,4TIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, FA 17013 PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-g327. COiiPLETE PART 1 BEL rJl,! x ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT T- ' hfSTRUCT IONS Account No. 0168122609 Date 01-25-1983 To insure proper credit to your account, two Established C2) copies of this notice must accompany your Ace:ount Balance 1,670.12 payment to the Register of Wills. Make check Percent Taxable payable to: "Register of Wills, Agent". X 50.000 Amount Subject to TaX 835.06 NOTE: If tax payments are made within three Taa' Rate C3) months of the decedent's date of death, X . 0 4 5 You may deduct a 5i discount of the tax due. Potential Tax Due 37 58 Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE _,:::: A. - The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain C C H E C K a discount or avoid interest, or you may check box "A" and return this notice to the Register of 0 NE' ~ Wills and an official assessment will be issued by the PA Department of Revenue. B L OC:K B. ~ The above asset has been or will be reported and tax 0 N L'Y Paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. ~ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART If you indicate a different tax rate, please state your ® relationship to decedent: TAX RETURN - COMPUTATION LINE 1. :Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. T'ax Rate 8. Tax Due PART 0 DATE PAID FAYEE OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 8 DEBTS AND DEDUCTICINS CLAIMED DESCRIPTION AMOUNT FAIR I ~ TOTAL CEnter on Line 5 of Tax ComputatioN $ ::nder _-a1`_izs cf ~__°;;;rY, I d_.,la,~ tha: .hz ._cts i have r= + ~.. ccmpl=_te to~the hest of mY kncwledg~Vand-bel~_- -POr.ed a~.,ve are tr,:z, crrect and ..0?~~`OvW=„_ T ., ~•F ENySYLV~,!~;IA JEPA.RTMENT CF REVENLE ~ y:? ' ~ EUP.E:.'J OF T~LiViDU4L -ACES -~':.,3c<I±r",6`iC= SAn ~ INHEiiIIANCE TAX CT_'f=SIuN .S I~+1 ~~~1Y I JI' a '~ - ~'~ - ~Y t rt C rL L+` ~`1 i PC BCX 280o~I HARP.ISEIUR6 ?.'-~ 17 ~3-Dc01 REV-1o0% EX AFP C~~-05; yATE 05-30-2008 ESTATE OF LITTLE BETTE D DATE OF D=ATH 04-03-2008 FILE NUMBER 21 08-0459 COUNTY CUMBERLAND JAC~UELIN K COYLE ACN 08122465 1213 MALLARD RD Amount Remitted CAMP HILL PA 17D11-1222 MAKE CHECK PAYABLE AND REMYT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portian of this form with your tax payment. CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS E- REV-1607 EX AFP C03-05) ~#~ INHERITANCE TAX STATEMENT OF ACCOUNT *~~ ESTATE OF LITTLE BETTE D FILE N0. 21 08-0459 ACN 08122465 DATE 06-30-2008 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. BATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-16-2008 PRINC]:FAL TAX DUE: 37.58 PAYMENTS CTAX CREDITS): PAYIMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 05-27-2008 CD009786 1.88 37.58 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL D::E IS LESS THAN S'_, NO PAYMENT :C RE~L!IRCD. TOTAL TAX CREDIT 39,46 BALANCE CAF TAX DUE 1.88CR INTEREST AND PEN. .D0 I TGTr.L L?UE I 1 . ~?8CR IF -„TAL -`= -.. .._r~ECTE„ AS A "CREDIT' CCR;, YvU H,AV ~_ ~L_ - ~.f ~:jV~ S._ ~.=~J~RS= SLD= Dr ..~_ r.-rtM - iR TUC.-~~11'_'r;l, ~ carMariwEa~rr; c~ PENNSVLVaNIa DEP.SRTNEN- C= REVENUE aUREA., Or 1NCIV?DEAL TA~.ES CEPT 250~~1 ~u,RRrsauRC, ra 1-.zs-oool ~.., I s r`S ` i+` tC if3: ~`. ; T ~~.*` 1'i fY '.~i i - i. ~'~ c i~ESP~~SE a_v-sc, ~: kP cos-oo; JACQUELINc`K COYLE 1213 MALLARD RD CAMP HILL PA 17011-1222 A=~ ~~ cs12z4~~ TYPE OF ACCOUNT EST. Or BETTE D LITTLE ~ sAVINGs 5.5. N0. 268-14-2609 ~ CHECKING EATL Os DATH 04-03-2008 [~ TRUST COUNTY CUMBERLAND ~ cCRTIF. REMIT PAYMENT AND FORMS T0: REGISTER Or WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 7B7-8327. CvMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSc SIDE FOR FILING At~!D PAYMENT INSTRUCTIONS Account No. 0168142609-S4 Date 01-25-1983 To insure proper credit to your account, two Established C2) copies of this notice must accompany your Account Ealance 10, 070.61 payment to the Register of Wills. Make check payable to: "Pegister of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax 5, 035.31 NOTE: If tax payments are made within three C3) months of the decedent's date of death, Ta:z Rase X . 0 4 5 You may deduct a 5% discount of the tax due. Potential Tax Due 226.59 Any inheritance tax due will become delinquent nine C9) months after the date of death. PART TAXPAYER RESPONSE 0 _..._ .... ........... A. ~ The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain C C H e!~ K a discount or avoid interest, or you may check box "A" and return this notice to the Register of D NI_ ~ Wills and an official assessment will be issued by the PA Department of Revenue. B L D C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. ~ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART If you indicate a different tax rate, please state your relationship to decedent: TAX RETURN - COMPUTATION LINE I. Date Established 2. Account Ealance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. 'Tax Rate 8. 'tax Due PART a DATE Pa.ID PAYEE OF TAX ON JOINT/TRUST ACCOUNTS 1 Z 3 X 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED T'1~crRrorrnu TOTAL CEnter on Line 5 of Tax ComputatiorU g Jnde^ rena_t_es cf pe urY, I declare that *_he f~,-s i have r~corted above cemF'__~_ ~„ the best c` my ^kncwledg_ and be___ - ^e ~^•~°._ orrec, and 4~YA _ _ _ W~R~: L 'E '-. CCMM~3Nt~'EALTH GF ^rENNSYLVANIn . _ }~ << DEPART~`NT 2F REVENUE - _ ~~, ~.' ~,'~;, fl't"CP. T R~~C T An - fiUR=AU OF I^,DiVIDUA~ TAXES _ _ _ _ _ i?iHER:~ANCc' T.', DIV1S_DN .~ 1 AT~MCid 1 Ci`f" A~~i~i:~Ft l - - PD BOX 230601 HARRiS9UR^v PA 17128-0601 Rc'l-160 cX A=P <0~-0~) DATE 06-30-2DOR ESTATE CF LITTLE 3ETTE D DATE OF DEATH 04-03-2008 FIL=_ NUMBER 21 08-0459 COUNTY CUMBERLAND JACQUELIN Y. COYLE ACN 0&122466 1213 MALLARD RD Amount Remitted CAMP HILL PA 17011-1222 MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND GO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP C03-05) ,. ,,y INHERITANCE TAX STATEMENT DF ACCOUNT ~~~ ESTATE DF LITTLE BETTE D FILE N0. 21 08-0459 ACN 08122466 DAT'c 06-30-2008 THIS STATEMENT IS PROVIDED TD ADVISE OF THE CURRENT STATUS DF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF 7HE PRINCIPAL TAX DUE, APPLICATION DF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE DF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-16-2008 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 226.59 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 05-27-2008 CD009786 11.33 226.59 I I i IF FAIR AFTER THIS DATE, SEE REVERSE SIDE FOR C,^~~.CULATiOR DF ADDITiDNkL iNTER~ST. t IF TDl'AL. DUE iS LESS ThiAN SL, id0 PAYMENT IS REQL'IkED, TOTAL TAX CREDiT ~ 237,02 BALANCE OF TAX DUE 11.33CR INTEREST AND PEN. .00 ' TOTAL DUr 11.33CR I _.- TOTAL DU_ -TS REFL_CTcD AS A "CREDIT" CCR), YOU NAY BE ~__ A R.FUND. __c RcVcP.SE SIDE G= -~,:_ FCKY~ FCR IIvSTRUCTIDNS. i ~~1v;J'a~., . ~..~'u~l~OCed~F ,e~~ T~.tJwT Or 13FT~ D.1.,1°I.'1'LE ~JATLD F"~R,ITA.~Y 14. 1°39 T A~Iw'DED F.E~~OC~~E T?~~~ST, made ar_d eT±ered ir_to t?~?s _ ~%' day of ~~~~~ -e~ , 1996, by DL" ~'B D. I~`I`I`LE, a resident of Manatee County, Florida, hereinafter referred to as "Grantor" and "Trustee". R ~CITAT S A. Under date of Febns?.:~ 14, Z~©, `?°1'.L D. ~E, as "Settlor", s~ecuted the VOGA.I3LE, TRUST OAF' BETTS D. , (hereinafter called the "Trn:,st Agreement"), under the terms of which the Settlor reserved the right to amend the Trust Agreement hi accordance with the provisions of the article entitled ~GH.T TO P~~J'O?iB OR Al~ATD AID TO ADD PRJPETS'. B. It is the desire of the Grantor, F31;TTE D. LITTLE, to ame~ad and restate the Trust Agreement in its entirety. NOW, ~~ r'?~FfpF,,E, iz: consideration of the mutual covenants herein contained, and other good and valuable considerations, the Grantor does hereby amend and restate the Trust Agreement in its entirety, as follows: ~IIT~3ESSETH: The Grantor does hereby transfer and deliver unto the T. ,istee the sec•,,Erities and properties listed on Schedule A attached hereto and made a part hereof, to have and to hold the same in trust, nevertheless for the following uses and purposes. and subject to the terms, conditions and powers hereinafter set forth: AItiTIC~E I. PO~P„S Off' TF~TSTEE F. tvl. WELLS, JF;. ATTOr=tiJEY AT LAIN 911 PAf7- K STf3EET NO{3TH T P~Tc RS BU RG, FLG FIGA 33709-ZZ^.-? -cLCPHONE (813 X41-5 wit FAX (E13) Sd5-2808 A. The Tr~,:stee shall have the folso~mg powers to be exercised ia-s her discretion: 1. To retain a_ny property tra~-!sferred to the Trustee. ~. `~ 0 L1Vest ~T'2d re:.rJBSt tie 1 rll5t aSSets 114 aP_y property Cr U:~ldi'V'iae~ ls"}te:`eStS ti!erelIl, wherever located, :a"1CIL1G~'?`~ b0?'!d5, %C,eS; Stxks Of CCrpOrBtZO~.S, re.i estate Or ~:~% y,~.,ere~`, therei^ end interest ;a: trust, including coven trust finds, without being sited by any statute or )aw concerri-~g ir_vestme:~ts by the Trustee. 3. To sell any trust property, for cash or on credit, at public or private sale; to excl~nge any trust property for other property; to gra*.t options to purchase or acquire any gust property; and to deter.nine the prices and terms of sales, exchanges and options. 4. To e:~ecute leases and subleases, even though such terms may e ztend beyond the termination of the Trust; to subdivide or improve real estate and raze or alter improvements; to grant ew.Gements; to gsve consents and make contracts relating to real estate; and to release or dedicate any interest in real estate. 5. To borrow money and to mortgage or pledge ar<y tr~~:st property. 6. Ta take any action with respect to conservir_g or increasing upon the value of any tr•,zst property; and with respect to foreclosures or reorganizations, abandon demands for or against the Trust, wherever sit~.iated; and to e~:ecute contracts, notes, conveyances and other instr•,?ments, i-~cluding instruments containing covenants and warranties binding upon and creating a charge against the Trust, and containing provisions excluding personal liability. 7. To keep any property in the name of a nominee with or x~ithout disclos,zre of ar_y fiduc:a:-y relationship. 8. To employ agents, attorneys, accountants, investment advisors, auditors, depositories and proldes, with or without discretionary powers. 9. To receive additional property ~ om any source, including the proceeds of ary life insurance policies, and add it to and co-niingie it with the Trust assets. rt f3. To enter into any transaction authorized by this article ,~rith the trustee or legal F « wcL~s, ~~. ATTORNEY AT LAW s9'. t ?AqK STREET NORTH 5'. PATE Fi'SBURG, FLORIDA 33709-2227 . c_EP htONc (813) 54t-o6"i FAQ (8;31 >'45-28Ud representative of any other tr-ast or estate inn whsch any beneficia.*y hereunder has a_-.y bene~cia.~ interest, even though zr_y such t~,istee or legal representative is also tr~.stee here,~:~der. ? 1. To make any distributicr" or division of the trt.:st property in cash or in k;lnd or both, and to allot dir~erent 'rinds or disproportionate shares of property or u*~divided interest in tl~e property among the beneficiaries or portions; a_nd to determine the value of any such property, and to continue to e~_ercise ayny pourers a;-ad discretion herein given fer a reasonable period after the ter:':iration of the Trust, but only for as long as no rule of law relatiing to perpetuities would be violated. 12. To buy, sell and trade in securities of any nature, including short sales, on margin, and for such purposes may maintain and operate margin or other accounts with brokers, and nay pledge arty securities held or purchased by them vdth such brokers as security for loans and advances made to the Trustee. 13. To pay over to the Grar_tor such sums from the principal or corpus of the trust property as the Trustee may deem necessary for her needs, if in the judgment of the Trustee the income from the trust property is irsu`ricient far such needs. When the Trustee, or the Successor `Trustee, exercises discretion hereunder, it shall not be necessary for the Trustee, or theuuccessor Trustee, to inqui.*e as to any other inncome or property of the person for whom such principal is to be used. Ar~y decision of the Trustee, or the Successor Trustee, wiih respect to the exercise of said discretionary powers made in good faith shall fuLy protect the Trustee, or the Successor Trustee, and shall be binding and conclusive upon all persons interested in this Trust. B. T o the extent that ar~y such requirements can be legally waived, no Trustee shall ever be required to give any bond as Trustee, or in the absence of breach of trust, account to any court or obtain the order of approval of any court in the exercise of any power or discretion herein given. No person paying money or delivering ary property to the Trustee shall be req',xired to see to its application. C. At a-~y time that the Trustee, or the Successor Trustee, is acting as Trustee hereunder, F. Pvi . WELLS, JR. AT?ORNcY AT LF1N 911 PA FiK STRccT NORTH T. PETC RS BURG, FLOP.ICA F°NONc (8:3) Sal-6b')t rAX (B=3y SCS-2806 the signature of one of the Trustees or of one of the Successor Trustees s'r~ll be surncient to er ecute proses or powers of attorney to vote any securities or represent the Trustee es ?older or owner of ~-?y securities Or Otiler assets, t0 exeCtZte St`JCIi pOwerS Or Otller endQTSe~1e is Of SeCuritle5 Or any Otiie: U negotiarle Inst_*-,7raerts, registered, issued or drawl. ir, the name er to the order of the ~`r~~stee for the purpose of effecting assignment, tra-isfer or delivery tbsereof, and to sign checks or orders to pay on deposits, accounts or credit balances of the Trust with a1~y bank, baker, broker or trust company. Any such pre~es, powers, endorsements, claec'~~ or Enders shall be valid v~~l:er sib*~. ed by ore of the `l: ;:sloes or one of the Successor Trustees unless otherwise speci~"ically provided herein. AF3.TICLE IL ~~C;~ TO RSV©;-SE ©R A.l~i~NND ANI) TD ADD P~~(3~~RTY The Grantor hereby reserves the power to revoke or amend this Trust Agreement in whole or in part by an instrument in writing executed by her and delivered to the Trustee. The Gra-~tor further reserves the power at any time and from tune to time to add cas?,y securities or other property to the principal of the Trust herein created by deed, gifi or will. Any such additions to the Trust shall be held, admirssterad and distributed by the Trustee as an integral part of the principal thereof in accordance with all the terms and conditions of this Trust Agreement. ARTICI~ IIL I73BTRI13iJTfC~N Oi~ TNCOME POND PRINCIPAL D'E7'.nfNG T,~FTIIf~E A. During the lifetime of the Grantor, the entire net income or principal of the Trust shall be distributed for the maintenance, education, comfort, support and/or medical care of Grantor. B. At the Grantor's request, or if the Grantor should became disabled or incapacitated, the Trustee, or the Successor Trustee, is hereby authorized and directed to expend as much of the income and/or principal as the Trustee of this Trust deems necessary and proper to provide for Grantor's maintenance, education, comfort, support, and/or medical care. C. Iii the event of disability or Incapacity on Grantor's part, the Trustee, or the Successor Trustee, is further authorized tc supervise the preparation of Grantor's tax rota*ns and to assist i`-! zny or alt of Grantor's i'~na-~cial a~iairs. E. ~. WELLS, JR ATTORNEY a7 LAVJ ;91 t PARK STF EET NORTH ~T. PET=nS BURG, FLOPIDA 33JC9-c2<7 "ELEPnONE (813) 541.5'71 FAX (8;3~ 145-2BC9 A ARTICLE I'd. SPET~S `1T~~1=FT P~',Oir~STON No benefi:;:ary hereunder shall have the right, Ln advance of act'.lal payment to such beneficiary, to Sell, assign, tra-ISfer, dISpOSe Of L"1 aTly manner, car tD mortgage Or to other~>;.se encumber his or her interest herein, or any pa:'t hereof, or any installment of other principal or inc~sne to be received. No beneficiary shall give orders to the Trustee with respect to any distribution to be rruaade. No creditor of any beneficiary play, in any manner, lies or levy against a beneficiary's interest herein for army contracts or other obligations of such beneficiary. ARTICLE ;T. COMPENSATION OF TTig'USTEL~ The origI~rlal Trustee and/or any Successor Trustee may receive reasonable compensation for services and reimbursement for reasonable expe_*ISes. In the event the Tra:stee and/or Successor Trustee is a Corporate Trustee, the Corporate Trustee shall receive reasonable compensation for services in accordance with its published fee schedule in eastence at the tilde the services are rendered and reimbursement for reasonable expenses. AIi,TICLE VL CERTIFIED COPIES To the same effect as if it were the orig1~a1, anyone may rely upon a copy of t'nIS Declaration of Trust (and the writ;ngs, if any, endorsed thereon or attached thereto). Anyone may rely fully upon any statements of fact certified by the Grantor and/or Trustee of the Original Declaration of Trrlst or any executed counterpart or a copy thereof certified by the Trustee hereunder. A~,TICLE E%IL CONSTRUCTION A The paragraph headil-Igs used are for eorvenience only a_~d shall not be resorted to for F. M. WELLS, J~. ATTOP.NEY AT LA's d 911 PAgK $Tq EST NCgTH ST P=TegS OUHG. FLORIDA 33708-2227 7c.=PHONE (0~3) >4t~E;671 AX (d; 31 Sd5-2808 interpretation of this trust iTlstrumert. CN~lerever the conteh so re~Tuires, the inascuLne shall include the fer~li~_irle a-Id n2llteT, the SrZIg+11aT S_hai11E"ICliide the pl.~*'ai, and I"~'rL.St°°° Sl'.a~l :asClcldE? °(;O-SlrCCeSSOr 1rLSt?e" Or "Successor TruStee.° L ?u'2y portlon 0I tl%S trL1St uTlStrt2silent 1S held t0 ~Je vold oT cu~enforceable, the balance of this trust instrument shall nevertheless be carried i~~to elect. L- . The Trust herein created has been accepted by tl:e Trustee iz~ the State of Florida, and zll questions pertaining to the Trust and its v:didity and the adririistration thereof or rl: tl:e eorstraction of this instrument or any portion of it shall be determined in accordance with the laws of the State of Florida. A~tTICLE VLl1. PULE AG4;rNST PERPETIJIgTES Notwithsta*~ding anything herein to the contrary, the Trust created hereunder shall terminate not later than twenty-one (21) years after the death of the last to survive of the Grantor and all beneficiaries described herein and the issue of each such beneficiary living at the date hereof. Upon that date, u~-~less previously terminated, the Trustee shall distribute the principal and income of the Trust to the beneficiaay or beneficiaries for whom such Trust was held ilZ proportion to the respective share of such beneficiary or beneficiaries. AR.TIGLE IX. AUTFIORITY Ol"' TRUSTEE No purchaser or other person dealing with 2.ny Trustee purporting to act under any power or authority granted in or given by any Trustee in purported cor,?pliance with this item or any part or parts of it need be concerned or to inquire into the existence of facts upon which the purported power or zuthority depends or into the question of whether the purported pourer or authority still e:asts. ARTICT.F X. RESIGNATIOI~T OF' TRUSTEE The 1 rustee hereunder (whether originally designated herein or appointed as Successor} sl'.,ali ~, int. WELLS, JR. AT7GRNEY AT LAW 49', '~ PERK"", STREET NOFTH 5"'. "_-EaS BL'~iG, r,OFIDA 33709-2?27 7E_-P `ZONE (813) 541-6'x71 ~Ax (7! 3) 545-2709 have the right to resign at zr~y tune by gi~~ing thirty (30) days written notice to that e~'~'ect to the ca.: ent income beneficiary (or beneficiaries) of this Trust. AR`isC~ Xi. Lev CAt AC?'~'Y ©~ DhSA~ 3i?.1T~' The Grantor's incapacity or disability to act or continue to act as Trustee hereunder s.'zall be established by the sworn statements of two licensed anedical doctors attesting to such incapacity. One of the medical doctors shall be Grantor's own physician if he is available. AI~TgGLE XII. A. Any Successor Trustee shall have the rights, powers, duties and discretions conferred or insposed on the original Trustee. leio Successor Trustee shall be obligated to e<•a~~re the accounts and actions of any previous Trustee, nor shall they be responsible for any acts or omissions of their predecessors for which they are not at fault. B. Each Successor Trustee shall accept the office in writing and s~ ' he vested with the powers and duties of the tr'asteeship immediately upon delivery of the written acceptance to the Grantor, o-r ii the Grantor is deceased or incapacitated, to the prior Trustee and/or to the beneficiary (or beneficiaries) of this Trust. C. Any. Trustee may appoint a Co-Trustee or a Successor Trustee if neither has been provided for in this Declaration of Trust. D. Upon the death, incapacity, resignation. or discharge of the Trustee, B~ D. 7~I`p'i y..~9 then ~~Cf~U-~L ~i. COYBE shall serve as Successor Trustee. E. Upon the death, incapacity, resignation or discharge of the Successor Trustee, ~ACC~~I~IV`~' K. COYLE, then GTC+s~iJ W. T~T~rrr.r, ~R.. and R~iT.T.TAM T. T,TTTT.F shall serve as Co- Successor Trustees. ~'~iG'I ~' ~_ DISTTJT'iOIV ITPO?~T II~TH F. rr. w~~± s, ~a. ATTORNEY AT LAW <911 PARK STgEET NCRTH ST PETERSBURG, F! DRIDA 337p9-2227 i E_ER HONE (8~3~ 54t-6671 v~,x Lei s) us-zoos The Trustee shalt have the followi.-Zg duties and slzail dispose of the Tr~.:st assets in the follo-~ing ~~-u2er: 7 A. The trustee shat couect the proceeds of any life irsLrance policies payable to 'the T ~^,:stee and shall hold the proceeds together with a<.y additional property added to thss Tr7.:st from any source. A-~y i^.surance proceeds and property shall constitute the assets of the Trust. 3. T;,e Trustee s'~Il pa,~ to the Personal F~epresentative such arno,.:nts as the ca^le sl.ell certify as necessary. C. No interest hereunder shall be transferable or assi,2~nable by any beneficiary or be subject during his or her life to the claim of his or her creditors. D. Upon the death of any beneficiary, any income then accrued or ut-ndistrihuted shaIl be ;Held and accounted for or distributed in the same r^.,anner as if it had been h~ncome accrued a*nd received before said beneficiary's death. E. Upon the Grantor's death, all remainlr~g principal and any ayndist:ibuted income of Grantor's Trust shall be distributed as follows: 1. Grantor's home, commonly known as 7p9~ mesh©r.. ~r3ve, Colony ~rve, Ellenton.,lLl'anatee Co;,mty, ~'loric3a X222, together with all furniture, furnishings and contents thereof, including all tangible personal property not otherwise specifically given to a beneficiary in Grantor's Separate Writing to her Last Will and Testament, shall be distributed to Grantor's daughter, ~IACQUEL>~`E K GG~_..~, per stirpes. 2 Grantor's Successor Trustee shall pay all enpenses incidental to settling this F N1. WELLS, JR. A`rTOR~JEl' AT LAW 4911 PARK STREET NORTH ST PETERSBURG, FLO RIGA 33709-2227 L~°_P HONE (8l31 Sd.-3671 -AX (Bt3~ 545-28C8 Trust and Il remaining principal and any undistributed income shall be distributed to Grantor's children, GEOI~,GE W. LITTI~, JI? , JA~.C(g1TT°°'~.T ~FE F~. COYLE aad ~~T T.FA--,lC T. T_~~L'i'TLE, eq_•aallY, share and share alike, if living. If any of Grantor's children shall not survive Grantar, his or her share shall be distributed to his or her lineal descenda-:ts, per stirpes, if any, and if none, to Grantor's other two children, equally, share and share alit=e, per stirpes, F. in the event array share or part of the principal of the tr~~~t property her euLnder s~aa1, pt;.rs°~-nt t0 the provrs~o~~s hereof, become Ney3ble outright to a person, wno, ~^.t tl'ie t,,2e RTale^ '~~vL",ie: t b rs l-ierer~-7 d:~e~ted to be Lade, ~ nCt OI the age of tt"slrty-fi~7e (Jc7} years, the Same Shc 11 Vest absolLteiy in suc;, person subjeci to the terms and conditions contained in ti`7is e~rticle, a-rd he his or her property and the T, .istee shall hold such sl~re or part, accrue a.-~d distri'oute the prir-~cipal a:-~d the i_ncorse as r~erei:,after prodded, until such bereF;ciary attains age thirty-five (3~). Tneomc- and principal s;.all be distributed as follows: 1. Until the beneficiary attains eighteen (18) years of age, the 'T`rustee shall ;.ave sole discretion in deterrni-ung what, if any, income and/or principal is distributed to or for the benefit of such beneficiary of this Trust. 2. A~`ter the beneficiary attains eighteen (lE) years of age, the Trustee shall continue to have discretion in determining the amount of income and/or principal to be distributed to or for the benefit of such beneficiary. If all of the net income of his or her s'~.are of the Trust is not distributed to or for such bene~iciary's benefit, the rema~~,;ng net income of such share sl,~?ll be reinvested and added to his or her share of the principal of the Trust. 3. When the beneficiary attains tine age of twenty-five (25) years, one-third (1/3) of the principal and ary undistributed income of his or her share of the Trust shall be distributed to the beneficiary. All of the net income of his or her share of the Trust shall be distributed to ;,his beneficiary on a monthly or quarterly basis, or in more frequent ?nstaLlments, until he or she atta?~~ the age of thirty (30) years. 4. When the beneficiary attains the age of thirty (30) years, one-half (1/2) of all rer~~ini~g arincipal and any undistributed i*icome shall be distributed to this beneficiary. All of tl'ie net income of his or her share of the Trust shall be distributed to this beneficiary on a montlsly or quarterly basis, or in more frequent installs ents, until he or she attains the age of thirty-five (35) years. 5. When the beneficiary attains ti,e age of thirty-five (35) years, the Trust shall F. Nt. LNELLS, JR. ATTORNEY AT LAW 4911 PARK STREET NJRTH sT. P=_TEaseuac--. F! oRicA 33705-2?27 'E_EP HONG (fl13y SC16n',' F A:C (B13) 545-2806 ter~*.arate av to this beneficiary and all assets (principal a-~d a:.y undstriouted rlnco:~e) held ~-~ tr'.lJt fcr stiCl? beneflCl~r j~ sl',all be distrihtited t0 tl~sS beneIlCi2'/~. if the benefiC~~ ales before Sttc^_I.^~':a~, :e 2~g of tiwrty-eve (35) ye*s, tl~er t<~.e aa;~nce ~~eld z~. trust rcr such benefici~•-y s:-~i3 pass to his or her lineal descendants, per stirpes. 6. The Trustee shall have the power and authority to zee and implement discretionary decisions regarciii3g all matters ooncerr~-ag the benef',ciary i-~cl-r~du-~g but ,pct lil;uted uy ti-,is reference to matters concerning health, niai~ntenance, support, and education.. 7. The trustee shall have the farther discretiona*y power, with respect to any beneficially who has not attained the age of trirty-fve (35) years, to distribute such bene~ciary's share of this Trust to the beneficiary at any time after age eighteen (I~), when, in the Trustee's sole judg~er±t and discretion, the Trustee decides that tlae beneficia-y is capable of competently manab:ng his or her share of the Trust free of the Trustee's contral or supervision. 4fiT ~1RrTF~S F.~QF, l3~TT~ 1J, L~i'l*i7.,E, as the Grantor aid original ~istee, has set her hand and seal. ~VITl'V~SS1;S: Grantor and. Tr•~~ee IvLaziatee County, Florida. F. F~1. h,~cLLS, JR. ATTOFNEY AT LAW 4911 PARK STREET NOFTM Si. P.T.FS BU RG, F'_.^. RIDA 33709-227 FAQ !813; S. ~-?B C8 Manatee County, Florida The foregoing instrument was acknowledged before me thus ~~ clay of .~!~~ , 196, by ~ET~ D. LIT`%i~, who is personalty known to ine or has produced: ~~ ~a ~ as identizicatian, and who did take ar_ oath. ~~ o="r ,4,6~ii~ci7 TitWl ~~'u":S:r µ1h„I.~ :a3~:e~'4ai$w:S 5 1 Ittot~. ey public I!iIIy Can;~sszon ~r-p~*esa f STATE OF FL(~~A CAUfi1`~ OF 7ldLAI~TATEF, =. t,A. WELLS, JA. AT ~ 6rZ- NEY AT LAW ag; i PAnK 57R EE7 r~GFTH ST ?.YEAS BURG, F~.OFIC.~ 33703222' -__=?FeONE (813 Sdt-6oit =AX (6; 3; Say-2609 ~~~~S r ~~ ~r ~'~`IL~ ~ ~_ _'"~ ~,'~ - ~ e ~. ~-` ~~. ~~~~, ~~r~ ~ k ~1~ k ~~~~G No . 2008- 00459 Estate Of: BETTED LITTLE /First, Middle, LasYl ~;~ ? -~l~r, s ~ ~r ~~~~v~' ~~ ~~ i °~'~~; PA No . 2 ~ - 08- 0459 Late Of : EAST PENNSBORO TOWN"Srl/P CUMBERLAND COUNTY Deceased Social Securi ty No: 168-14-2609 WHEREAS, on the 24th day of April 2 008 an instrument dated rune 25th 1996 was admitted to probate as the .last will of BE=TTE D LITTLE (First Middle, Last/ Late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 3rd day of April 2008 and, WN_EREAS, a true copy of the will as probated is anneu~ed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGN Register of Wills in ar_d for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARYto: JACQUELINE K CDYLE who has duly qualified as EXECUTOR(R/~'1 and has agreed to administer the estate according to law, all o_f wh?ch fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IIV TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 24th day of April 2008. ~ E ~ ~~,., ~.~ k ~, ~ p l f n ~ 1 5 P. Register or UVr!!s "~ " ' a ~J f ~ ~ fl DepGty r _, ~J I, BZTi`E D. T 1'i'1'T,E, a resident of Manatee County, Florida, being of sound mind and disposing memory, do hereby make, publish and declare this my bast Will and Testament, hereby revoking any and aL other Wills and Codicils thereto byy me at any tune heretofore made. I. I direct my Personal Representative to pay all debts which I am legally obligated to pzy at the time of my death, my f.u~.eral e~-penses and costs of administration of my estate as soon as practicable after my death. II, I hereby ratify, approve and confirm any gifts or de~rises of tangible personal prepe. ~y prepared by me in writing and executed in accordance with the Florida statutes. ILL I hereby appoint as Personal FLepresentative ~!~C~IJ'~~.LI~E I'S.. Cd3~E, if she is serving as Trustee of the REVOCA~I. E TRiLTST (3F RED D. LI<T7!'LE DA~~D &"IT~tY 14, ~.~0, as array be amended. In the event of the death, incapacity, resignation or discharge of JAC~1U~'.T.3T~: I~. CO~ILE, then GORGE W. LITTLE9 dR. anal Q~ T. I~ITTI,E shall serve as Alternate Co- Persanal Representatives. I further expressly direct that any personal Representative sh311 rave ;, ie same powers as have been granted to the Trustee under said Revocable Trust. I~. It is my intention that the Probate Court shall not continue the administration of this estate after the payment or delivery of the assets to said Trustee, and that the Court shall proeeed to a funal settlement and order the property to be turned over to the Trustee as soon as possible. If, at the ti_Tne for my Personal Representative to ulalae distribution to said Trustee, any T~°ust beneficiary is then entitled to distribution of Trust assets, xny Personal Representative may nee dists°ibtition airectly to such beneficiary. `eT. ~,~ wEU_s, ~F, I give and devise to s:dd rI`iLEStee under the I~`-,~CC~~E'~; TRUST CAF R~i"Iv ~. ~?b`~~',s`-; ~r ~ eP.r,EV }ar ~nx~ D,AT~D FE~RU~~,Y i4, 1~v, the ent~Ne residue of my estate (including a1 failed and Lpsed les ^ies 4911 PARK STREET NOR7H sT v=_T~RSeuae ~~oaicA '"JLt 2xclu~~g a=;y property GVer v~';_1Cli I y no~v Or here~te: have 2 power Of a~l'ioi"it",_:ie~?t~ t0 bB a~7os-r__>>r 3d~-~r:nistered a_nd dstrlbuted by X118 `~°.:Stee LIl aCCGrGa11Ce ~T~'I:.i? tY?e te?''.~3" S OI F.~d ~,8~~0~.."^.~J:° `~Z`t:St, J ~r,x ~e~ a; s4_.zsoe ! ~ :'_"i2 jT be S~ended. ~ ~v~l~uS~ ~,' ^'•, ~~ , I :,ice, seal, publtsL~ a-~ d ~ecL~re th_s ~~tr~ent to be :,~y LL t ~~i=.+ asid Testament in t;`1e presence of tine persons «~itnessing it at my request t'_iis _~ ~:,;~~~' ¢.:, day of ,~'~ ~..- ; ~ ~- , 1996, at ~~,~ :. r County, PenT~sylva~~ia. ~ ,;~ ~' ~TT~ I~. LIT' - The above and faregoing instrument was signed, sealed, published and declared by the Testatri> as and for her Last Will and Testament in our presence; and we, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses the: eto, this .~:I _>;`";~~i day of ~~~ ~v ~ , 1996. ~~-!_r_~',!';= r-°: ,~°, sly ~' z,~..!? lam//,~~~~~~' County, Pennsylvania sue; 1,? `~.~ i~ %+ ~ .! . %..!.{ /-.~. _. , _~ ~~. ~~ ~"~,!~~',-( ..d~, ~''~.1~~~G--~~Q1121~V. ~`eI111S'S~1vaL'la ®r P~~.r1rr~L~~rrLa,. ~ o,, F M. Wc~LS, JR. ATTORNEY AT LAW as„ anax srae~rNOarr. ST. F~T~R56'JFG, FL~~IDF 3370 2_27 7'c ~~?~-?ON~ (8'3~ S,t-66'1 FA?. (B13( SG S--2868 We, B~TT~ 37. LiTlfil~, and _,~ ~,.~ r~'~-~ n%' a l r'''<`~=~- and T,~ ~ ~ ~ ',,~ ~ ~;~ ` , n - ~. ~ '~ ~ :~.-°~ ,*t"~ the Testatri:~ and the witnesses, respectively, whose names are signed to the foregoing inst~°ument, being first duly sworn, do hereby declare to the undersigned officer that the Testatrix;. signed voluntarily and that each of the witnesses present, in the presence of the Testatrih., and in the presence of each other, signed the Will as witnesses, and that to the hest of the knowledge of each of the witnesses, the Testatr':x: was at that time over the age of 16 years, of sound mind and under no constraint or undue influence. .. /, +..i1l~J +--~ 'v9 r ~~ l( r,l a; l . _. -~ ^~ ' I 7 '-L'[Vg'( ~ ~ 7y 'y'y*.l P p 9 ~ Y~ ~L,~l lSJ ~J. SiJ111.LJiJ ~~ ~/ /1, _.~'-~' > C, f ~~. I' ~~~'`?~~'" / , cif"~.~~ County, 1'enr~sylvania / ~ F j ~~ ' fir ~ lC~ 1 z~ ~s~~ , ~~~ ~ l ~ ~, l~ ~ ~ _ ~.~~ ,; ~r>> ~ bounty, Pennsyliran~ ~ M _ i L ~ _ ft -- `~/ ~f f`y, `1 Sworn to ( affu•med) and subscribed or before me by E~T'i'~ 13, LI~TL~, and %~ y > ~ - ~ f and' of ,~°"'. ~ ,:- ~~ , 1996. this - - _; ,>-;~' day Ot3ry p21lJlIc ' ~ , ~y vO' ^tt s1aL'! I_ i:.'~i ?.i•C,'~J; ~ ~ ~; L ~i ., --mac-~ ,_,. ~ ~_ ~.n ~ i.