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HomeMy WebLinkAbout01-22-0915056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT o2 ~ ~9 ~~ ~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Oeath Date of Birth 047-20-7199 05/08/2008 08/27/1920 Decedent's Last Name Suffix Decedent's First Name MI ROPER BARBARA B {If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return 2. Supplemental Return 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 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 T0: Name Daytime Telephone Number ALAN ROPER (717) 530-5362 Firm Name (If Applicable} rv -'~ ILLS USE`,C~LY REGISTER~ t _~-, - . . ~ t ; ±3 'W` ~~ First line of address - n f!) ' ~ "-t 415 PEIPER ROAD N - ' '--~ - <_ ' <'~ Second line of address =T~ ~ ,__ ~. - ~ --= a _ C,~ r_' 4T't _; C1J~"E FILED ~^- -'~' C~7 City or Post Office State ZIP Code .C' `? SHIPPENSBURG PA 17257 Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, send to the best o1 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 OF PERSON RESPONSIBLE FOR FILING RETURN /~ ~ ~ IDATE ADDRESS 415 PEIPER ROAD, SHBG PA 17257 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE v PLEA8E USE OR161NAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX BARBARA B ROPER Decedent's Name: 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) Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 13. Charitable and Governmental Bequests/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) ...................... .. 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 918,591.13 16. 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 .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Social Security Number 047-20-7199 932,058.23 932,058.23 4,295.00 9,172.10 13,467.10 918,591.13 918,591.13 41, 336.60 41,336.60 15056052059 Side 2 15056052059 REV-1500 EX Page 3 rlnrnrlcn+'c rmm~lPtP AddreSS: File Number BARBARA B ROPER STREET ADDRESS 415 PEIPER ROAD CITY SHIPPENSBURG DECEDEN~r'S SOCIAL SECURITY NUMBER 047-20-7199 STATE z~P PA 17257 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 41,336.60 2. CreditslPayments A. Spousal Poverty Credit __ ___ __ _ _ B. Prior Payments _ __ C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest ______ E. Penalty -- - - Total InterestlPenalty (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) 41,336.60 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 41,336.60 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................... ...... ^X ^ b. retain the right to designate who shall use the property transferred or its income :...................................... ...... 0 ^ 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 "intrust 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 benefciary designation? ................................................................................................................. ....... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 stalutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §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, except 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-1510 EX+ (6-98) ~ SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VlVOS TRANSFERS 8L INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ROPER, BARBARA B 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. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENTANO THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1• EDWARD JONES LA TAX FREE 1NC TR PA 89,605.00 100 89,605.00 2. MERRILL LYNCH ACCOUNT 700-20901 -SEE ATTACHED DETAIL 832,765.99 100 832,765.99 3. MERRILL LYNCH IRA ACCOUNT 700-90Y28 9,687.24 100 9,687.24 TOTAL (Also enter on line 7 Recapil:ulation} ~ I 932,058.23 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCNEDI~ILE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ROPER, BARBARA B Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' BRICKER FUNERAL HOME 2,006.00 2. WASHINGTON POST OBITUARY 289.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Securiky Number(sjIEIN Number of Personal Representative(s) Street Address City .State Year(s) Commission Paitl: 2. Attorney Fees 3. Family Exemption: (!f decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Zip Zip TOTAL (Also enter on line 9, I~ecapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,000.00 4,295.00 REV-1512 EX+ (12-03J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDI~LE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER ROPER, BARBARA B Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. (It more space is needed, insert additional sheets of the same size) REV-1513 EX+ (0-QO) ~ COMpAONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ROPER, BARBARA B RELATIONSHIP TO DE(EDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(Sj RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 ~ ALAN ROPER, 415 PEIPER ROAD, SHBG PA 17257 SON 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIf~TE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART I) -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) . ,,-.,.. SECOND AMENDMENT TO THE BARBARA B. ROPER REVOCABLE TRUST THIS AMENDMENT, made this 18`" day of October, 2001, between BARBARA B. ROPER (hereinafter referred to as the "Grantor"), and ALAN L„ ROPER, (hereinafter referred to as the "Trustee"): WITNESSETH: WHEREAS, BARBARA B. ROPER executed a Trust Agreement on June 28, 1991; and WHEREAS, BARBARA B. ROPER executed a First Amendment to Trust Agreement on February 7, 1992; and WHEREAS, under Article VIII of the Trust Agreement, BARBARA B. ROPER, reserved the right to amend said agreement in whole or in pars; at any time, and said BARBARA B. ROPER, wishes to amend said Trust Agreement as follows: ARTICLE I, subparagraph C is deleted in its entirety and is replaced v;~ith the following: C. Upon the death of the Grantor, the Trustee shall divide the trust estate (including any property received under the Grantor's will or otherwise) into two separate trusts, to be designated as Trust A (which shall be a credit shelter trust) and Trust B (which shall be a marital trust). The Trustee for Trust A and Trust B shall be ALAN L. ROPER. Upon the death or incapacity of ALAN L. ROPER, the Trustee of Trust A and Trust B shall be DOREEN ROPER. Upon the death or incapacity of DOREEN ROPER, the Trustee of Trust A and Trust B shall be SUSAN E. DEAN, P.A. Trust A shall be the largest amount, if any, that can pass free of federal estate tax by reason of the unified credit and the state death tax credit (but: only if the use of this credit does not result in an increase in the state death taxes payable) allowable to the deceased Grantor's estate, and after taking itrto account: (a) any charges to principal that are not deducted in computing the Grantor's federal estate tax; and (b) bequests under the provisions of the Grantor's will and property passing outside of the Grantor's will which does not qualify for the marital or charitable deduction; and (c) the amount of any adjusted taxable gifts made by the Grantor. Assets distributed in kind for the satisfaction of this Trust provision shall be valued at their date of distribution values. All of the terms and conditions set forth in the original Trust Agreement dated June 28, 1991 and First Amendment thereto dated February 7, 1992; which have not been modified herein above, are incorporated herein and remain in full force and effect. IN WITNESS WHEREOF, BARBARA B. ROPER, as Grantor and ALAN L. ROPER, as Trustee, set their hands and seals this 18t" day of October, 2001. Signed, Sealed and Delivered in the presence of: BARBARA B. ROPE Grantor -~~ C~ ~ L- ~~ ALAN L. ROPER Trustee STATE OF FLORIDA COUNTY OF MARION The foregoing instrument was acknowledged before me this 18`" day of October, 2001, by BARBARA B. ROPER, who is personally known to me. ~, / ~ "~ ,,, lisn M. Wilson ,.- ' 1N1 ~y~ :q r ~n~' i ~M'~~I?SSiUN # CC946Tb5 EXPIRES ( ~ i ~~.~ ~~~~ ^,_ .~ ~ October 18, 2004 \._ ~ ~~f~ ; '~ r'~'"y%~c~ O(N~DED 1HRt11R~Y FAIN INSURANCG. ~F«- ''~ ~~, F••'' NOTARY PUBLIC My Commission Expires: COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cfc~~ ~~F'.r ~~~ A~r° The foregoing instrument was acknowledged before me this~3~`~day of October, 2001, by ALAN L. ROPER, who is personally known to me or produced (~ CC'I1..S~~'. as identification. C.~~ :`-~~ ~, NOTARY BL [C My Commission :Expires: Notarial Seal Beverly A. Musser, Notary Public Chippensburg Boro, Cumberland Court?:y My Commission Exp?res Nov. 15, 20;)3 r, eons an a oc o o s AFFIDAVIT STATE OF FLORIDA COUNTY OF MARION We, BARBARA B. ROPER, MARY L . ROUNTREE ands SUSAN E . DEAN, the Grantor and witnesses, respectively, whose names are signed to the attached and foregoing instrument, having been duly sworn, declared to the undersigned officer that the Grantor, in the presence of the witnesses, signed the instrument as her second amendment to trust, that she signed willingly, that she executed the second amendment to trust as her free and voluntary act and deed for the purposes therein expressed, and that and each of the witnesses, in the presence of the Grantor and each other, signed the second amendment to trust as witnesses. ,: ,~~ G //' /-,~ BARBARA B. ROPER Grantor Witne~r C' ~~ ~~ fitness STATE OF FLORIDA COUNTY OF MARION The foregoing instrument was acknowledged before me this 18`" day of October, 2001, by BARBARA B. ROPER who is personally known to me, and by MARY L . RniTNTRFF. and SUSAN E . DEAN wh are personally known to me. / , ,-.~ ; ,~ NO ARY PUBLIC My Commission Expires: ;3i~'nY rte: lisa tJ. Wllson ._ MY CQMMISSION # CC946165 EXPIRES ~° :y ~ .:~~ ~Clober 10, 1004 ' >~~?:~` OONDED iNRU TROY FAIN INSURANCE, ING RELINQUISHMENT OF RIGHT TO SERVE AS C0=TRUSTEES We, BARBARA B. ROPER and THOMAS G. ROPER hereby resign as co- Trustees of the BARBARA B. ROPER REVOCABLE TRUST AGREEMENT DATED JUNE 28, 1991, as amended and appoint ALAN L. ROPER to serve as trustee thereof. IN WITNESS WHEREOF, the undersigned has executed t:he aforementioned this day of June, 2000. ~ll ~.~ BARBARA B. ROPER ~~~-~-~ - THOMAS G. ROPER ACCEPTANCE OF TRUSTEE I, ALAN L. ROPER agree to serve as trustee of the BARBARA B. ROPER REVOCABLE TRUST AGREEMENT DATED JUNE 28, 1991. IN WITNESS WIiEREOF, the undersigned has executed ithe aforementioned this ,~_`~'`day of June, 2000. ~~~ 4 ALAN L. ROPER. ..mq .~ 1 OF THE BARBARA B. ROPER TRUST DATED JUNE 28, 1991 THIS SECOND AMENDMENT TO THE TRUST AGREEMENT OF BARBARA B ROPER TRUST is made this 7 th day of February 1992 by and b~=tween BARBARA B. ROPER of Marion County, Florida, hereinafter called the "Grantor," and BARBARA B. ROPER and THOMAS G. ROPER, hereinafter called "Trustees" or "Co-Trustees". WITNESSETH: WHEREAS, the Grantor established a Living Trust under an Agreement dated June 28, 1991, hereby desires to amend and affirm such Agreement in accordance with Article VIII therein; NOW, THEREFORE, in consideration of the premises and the mutual covenants herein contained, the Grantor amends said Agreement as follows: 1. Article I D(6)(b-c) shall be deleted in its entirety and the following language substituted in its place, in like manner, as if the same had been originally incorporated therein: b. If Grantor's child, ALAN LYNN ROPER, is alive at the time of distribution, the Trustee shall distribute the then remaining balance of the Trust Estate to said child and terminate the Trust. Grantor intentionally makes no provision herein fear the benefit of any other relative or heir. c. If ALAN LYNN ROPER should die prior to the time of distribution of the Trust Estate, such child's share shall be distri!auted as follows: 1. If such deceased child has children surviving (grandchildren of Grantor), and such grandchildren are under twenty- one years of age, such share shall be held as provided for below. ,. a 2. If such grandchildren are twenty-~~ne years of age or older, such grandchild's share shall be distributed outright to such grandchild. In any event, said grandchild's share shall be distributed equally to such grandchildren H~hether in Trust or outright. 3. If such deceased child shall leave no grandchildren surviving at the time of distribution, then sucf~ child's share shall be distributed equally to Grantor's children that are alive at the time of distribution. 2. Grantor specifically waives the provisions of Chapter 737.402(4}(a), et. seq. Florida Statutes as it relates to this Trust. It is the Grantors intention that this waiver of the provisions of Chapter 737.402(4)(a) Florida Statutes shall constitute the express provision to the coni;rary with regard to each and every one of the provisions contained in paragraphs 4(a), 1,2,3; (b) 1,2,3 (including 3 a and b); as well as the rest of the provisions of that chapter. 3. As amended by this Agreement, the Grantor hereby ratifies and confirms that original Trust Agreement dated June 28, 1991. IN WITNESS WHEREOF, the Grantor has hereunto set her hand and seal , and the Trustees have hereunto set their hands and seals at Ocala, Marion County, Florida, this 7th day of February 1992. /q ,~" BARBARA B. ROPER, 7 Grantor ~~nd Trustee ~ ~ ri THOMAS G. ROPER, T stee The foregoing FIRST AMENDMENT TO TRUST AGREEMENT was signed, sealed, published and declared in our presence by BARBARA B. ROPER as a FIRST AMENDMENT TO TRUST AGREEMENT OF BARBARA B. ROPER TRUST, and we, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses this 7th day of FebruazY 1992. a, , ~~' G`~ ~~ ~J~.~~C'>7~-~~~G r-e s i d i n g a t ~~ ~~.C"%ri11 ~ ~'--l/.,~~ v~ ! v ~, f 1 ... / _-~ ~~i ~ y~C~~c~~" res~ di ng at l_. f ('~t,~~G ~ ~- ,/ ,/~ , , C ~ STATE OF FLORIDA COUNTY OF MARION I HEREBY CERTIFY that on this day, before me, an officer duly authorized in the State and County aforesaid to take acknowledgements, personally appeared BARBARA B. ROPER, personally known to me or who has produced N/A , as identification, and THOMAS G. ROPER, personally known to me or who has produced N/A as identification, to me known to be the persons described in and who executed the foregoing instrument, and they acknowledged before me that they executed the same. WITNESS my hand ~nd official seal in the County and State last aforesaid thi s ~ day of ~.~~,~-~ ~-`-_ a.-k. ~-..- - , 1992. _~._~~ My Commission Expires: - ,., -..e. - -~,..~;.,....W.,.~.,. `,a~~d'r`t~,,,~~~ JUDY L, AENNALA =:~'~ .~ MY COMMISSION N CC 144490 r,°,~ , `a;,r~ EXPINES: OCt, 5, 1995 ++,+;,,,a~` Bonded TIIN NOtary PUb11C UnderwrRers DECLARATION OF TRUST OF THE BARBARA B. ROPER REVOCABLE TFZUST r°' ~, THIS TRUST AGREEMENT is made this ~,,~_;~ day of ~~--~--~' 1991, by and between BARBARA B. ROPER of Marion County, Florida, hereinafter called 'the "Grantor," and BARBARA B. ROPER and THOMAS G. ROPER, hereinafter called "Trustee" or "Co-Trustees." W I T N E S S E T H: That the Grantor, for and in consideration of the rights, duties and obligations contained herein, and for Ten Dollars ($10.00) and other good and valuable consideration hereby transfers, assigns and delivers all assets shown on Schedule "A" which is attached and incorporated fully herein, receipt of which is hereby acknowledged. Said assets are to be held and administered, together with all other property that may from time to time be added to this Trust, =Ln trust, for the uses and purposes stated and in accord with the conditions set forth hereafter. ARTICLE I. DEVITO AND CO LEN, P. A. ATTORNEYS AT LAW R83D CENTRAL AVENUE SUITE A T. PETERSBUR G, FLORIDA 33707 (81 31 34 7-2261 A. The Trustee shall pay the entire 7iet proceeds from the income of the Trust Fund and capital gains distribution 'from investments or trusts, to or for the benefit of the Grantor, for so long as she shall live. In <~ddition thereto, the Trustee shall make payments from the principal of such sums 1 ~~ and at such times as the Grantor may request from time to time . In the event that the Grantor should be ur.~able , in the sole opinion of the Trustees, to make such ~~equest, then the Trustee, in her/his discretion, may pay such amounts as such Trustee shall deem proper to care for, maintain and support the Grantor. In addition to the rights to receive net income and withdraw principal, as specified in the prE~ceding paragraph, the Grantor reserves to herself the right t:o claim homestead exemption on her primary residence located in the State of Florida. This trust instrument, moreover, grants to the Grantor the right to live in and occupy said premises so long as she shall live. B. Upon the death of the Grantor, the Trustee shall pay DEVITO AND CO LE N, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVEN UE SUIT[ A ST. PETERSBURG, FLORfDA 33707 ~8731347~2267 to the estate of the Grantor from the principal of the trust fund, prior to its division under Article I, Paragraph C hereof, such amounts as may be needed to pay all or any part of the Grantor's debts, the funeral expenses ~~nd administration expenses of her estate. The Trustee shall pay to the Grantor's estate or the appropriate tax authorities all ad valorem real estate taxes, income taxes, estate and inheritance taxes, or any other taxes assessed againsi~ the Grantor by reason of the Grantor's death. It is the intention of the Grantor that the general estate and the beneficiaries thereof shall be entirely relieved of the necessity of paying any such expenses, and that the general estate and t:he beneficiaries 2 thereof shall be under no duty to reimbursE~ the trust estate for such payments. C. Upon the death of the Grantor, the Trustee shall DEVITO nND COLEN, P. A. ATTORNEYS AT LAW 8830 CENTRAL AVENUE SUITE A ST. PETERSBUR G, FLORIDA 33707 (873)347-2261 divide the trust estate (including any property received under the Grantor's will or otherwise) into two separate trusts, to be designated as Trust A (which shall be a credit shelter trust} and Trust B (which shall be a marital trust). The Co- Trustees for Trust A shall be, the Grantor's husband, THOMAS G. ROPER and ALAN LYNN ROPER. The successor Trustee for Trust B shall be THOMAS G. ROPER, who shall remain as sole Successor Trustee for Trust B for so long as he shall 1-ive . At the death of THOMAS G. ROPER the Co-Trustees named above for Trust A shall become the sole Trustee for both Trust A and Trust B, and they shall carry out the obligations stated herein. Trust A shall be the largest amount, if any, that can pass free of federal estate tax by reason of the unified credit and the state death tax credit (but only if the use of this credit does not result in an increase in the state death taxes payable) allowable to the deceased Grantor's estate, and after taking into account: (a) any charges to principal that are not deducted in computing the Grantor's federa:L estate tax; and (b) bequests under the provisions of the Grantor's Will and property passing outside of the Grantor's Will which does not qualify for the marital or charitable deduction; and (c) the amount of any adjusted taxable gifts made by the Grantor. Assets distributed in kind for the satisfaction of this Trust 3 provision shall be valued at their date of distribution values. D. Trust A shall be held by the Trustee in accordance with the following provisions: (1) During the lifetime of the Grantor's spouse, THOMAS G. ROPER, all the net income from Trust A shall be paid or applied for the benefit of said spouse in convenient installments but not less frequently than quarterly. (2) To the extent that cash or assets readily convertible into cash are not available fo~° such purposes in Trust B, the Trustee, in its sole discretion, is also authorized to pay to or apply for the benej.it of said spouse such sums from the principal of Trust A as .it deems necessary or advisable from time to time for his medic~il care and support in reasonable comfort, taking into accouni~ the standard of living to which he is accustomed and all other income and cash resources, without borrowing or making salE~, including sales of investments, that are available to said spouse for these purposes from all other sources. (3) In addition, the Trustee sriall be authorized DEVITO AND COLEN, P. A. ATTORNEYS AT IAW 6830 CENTRAL AVENUE SUITE A ST. PETERSBURG, FLORIDA 33707 18131347-2261 to pay and distribute to the Grantor's children, or apply for their benefit, so much of the principal of Trust A as the {Trustee shall deem advisable for their health, maintenance, support and complete education, including prE~paratory, college and post-graduate or professional training. (4) a. In addition to the use of the principal authorized above, the Trustee may, in its discretion, 4 DEVITO AND CO LE N, P. A. i ATTORNEYS AT LAW 8830 CENTRAL AVENUE SUITE A ST. PETERSBUR G, FLORIDA 33707 (8131347-2261 distribute to the Grantor's children such amounts out of the principal of such trust fund as the Trustee shall deem advisable, for the assistance of such child or children (1) in the establishment of such child or children in a suitable and prudent business or profession, or (2) in the purchase of a suitable home, or (3} in such other worthwhile purpose benefiting such child or children, as the 'Trustee determines wise and in the best interests of such child or children. b. In making discretionar~,y payments to the Grantor's children, the Trustee shall consider the assets and income otherwise available to such benefici<~ry from all other sources known to the Trustee, the nature of the assets of the trust, the size of the trust and the future requirements of such beneficiary and the other beneficiarie;~ hereof. c . Until such trust fund shall be divided into separate shares or distributed as hereinafter provided, it shall be administered as one trust. d. There shall be no duty to equalize disbursements of principal as herein authori:~ed, nor shall any such disbursements or principal be charged against the share hereinafter provided for the Grantor's children or his or her descendants. (5) After the death of the Grantc>r, but while this Trust is still continuing, and if the Grantor's husband, THOMAS G. ROPER, has survived her and is, thus, the Successor Trustee, he shall have the right in his sole and absolute discretion to 5 withdraw an amount or amounts from principal not exceeding Five Thousand Dollars (55,000) in the aggregate in any taxable year of the trust and, if the Grantor's spouse ;hall be living on the last day of such taxable year, to withdraw an additional amount, if any, by which five per cent (5~) of the fair market value of the principal of the trust (determined as of the last Iday of such taxable year without considering any property which may thereafter be added to the trust) exceeds the aggregate amount previously withdrawn by the Grantor in such taxable year. The rights of withdrawal of the Grantor shall not be cumulative. The right to withdraw an additional amount based upon the year-end fair market value of principal shall be exercised by a written instrument delivered to the Trustee on or within thirty (30) days after the last d~iy of such taxable year; within thirty (30) days after receiving such notice, the Trustee shall transfer and pay over the amount withdrawn in cash or in kind or partly in each as the Trustee shall in its sole and absolute discretion determine. (6) Upon the death of the Grantor's husband, the balance of Trust A then remaining (and also the principal of Trust B, if said spouse has failed to exerl~ise the power of appointment vested in him under the provisions of Article IE[2Jc) shall be distributed as follows: a. Grantor's home located air 8832-E S.w. 94th DEViTO AND CO LE N, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVENUE SUITE A 5T. PETERSBURG, FLORIDA 33707 (R 131 347-2261 Lane, Ocala, Florida shall be distributed ~to Grantor's son, (ALAN LYNN ROPER. 6 E DEVITO AND COLEN, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVENUE SUITE A ST. PETERSBURG, FLORIDA 33707 (8131347-2261 ~^~ b. If Grantor's children, DONNA R. CANADA and ALAN LYNN ROPER, are alive at the time of distribution, the Trustee shall distribute the then remaini~zg balance of the Trust Estate equally to said children and terminate the Trust. .~.- c . If one or more of the c~,rantor' s children shall die prior to the time of distribution of the Trust Estate, such child's share shall be distributed as follows: ~, 1. If such deceased child has children surviving (grandchildren of Grantor), and ;such grandchildren are under twenty-one years of age, such share shall be held as provided for below. 2. If such grandchildren are twenty-one years of age or older, such grandchild';~ share shall be distributed outright to such grandchild. I:n any event, said grandchild's share shall be distributed equally to such grandchildren whether in Trust or outright. 3. If such deceased child shall leave no grandchildren surviving at the time of distribution, then such child's share shall be distributed equa:Lly to Grantor's children that are alive at the time of distribution. d. Each. share allocated for the benefit of Grantor's grandchildren shall be held and distributed as follows: 1. A share for any such grandchild who has attained the age of twenty-one (21) years shall be distributed outright to him. 7 2. A share for any such grandchild who has not attained the age of twenty-one (21) years shall be administered in trust by the Successor Trustee until said grandchild attains such age, and then be distributed outright to him/her in fee simple. Until such grandchild attains This/her majority, the Trustee may pay to or apply directly for his benefit such sums from the net income and principal of such share as the Trustee deems necessary or ad~aisable to provide for his/her proper care, support, maintenance and education. If such grandchild should die before receiving complete distribution the Trustee shall distribute t:he balance of such share to the estate of such deceased grandchild. 3. In any event, said grandchild's share shall be distributed equally to such grandchildren whether in Trust or outright. E. Trust B ("Marital Trust") shall consist of the balance of the residuary estate after deducting the amount lallocated to Trust A. (1) In establishing and administering Trust B, the Trustee shall be vested with all of the po~Arers and authority Ilhereinafter set out; provided, however, that said Trustee shall have no power or authority which would disqualify an otherwise qualifying trust for the marital deduction. (2) Trust B shall be held in accordance with the DEVITO ANO CO LE N, P. A. ATTORNEYS A7 IAW 6830 CENTRAL AVENUE SUITE A ST. PETERSBUR G, FLORIDA 33707 (R 131347-2267 following provisions: 8 a. The Trustee shall pay t:o or apply all of the net income from the Marital Trust to the Grantor's spouse, in quarter-annual installments, for and du7°ing his lifetime. If non-income producing property is held, the Grantor's spouse may direct the Trustee to exchange such property for income producing property. DEVITO AND COLE N, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVENUE SUITE A ST. PETERSBUR G, FLORIDA 33707 (8131347-2261 b. In addition to the X~ayment of income hereinbefore provided, the Trustee may pay to the Grantor's spouse such amounts or all of the principal of the trust property held for the spouse' s benefit hereunder as it may from time to time deem advisable, and in making such payments the Trustee may, but need not, take into account other financial resources available to the Grantor's spouse. c. Upon the death of the Gra.ntor's spouse, the corpus remaining in Trust B shall be distribL~ted by the Trustee free of the trust, to or for the benefit of ane or more persons or corporations, in such manner and in such proportions, whether outright, in trust or otherwise, as the Grantor's spouse may by last will and testament direct and appoint, including the right in said spouse to appoint said property to his estate. Such power of appointment shall be exercisable by the said spouse alone and in all events but shall be .exercisable only by specific reference to said power in the last will and testament. The Trustee may rely upon an instrument admitted to probate in any jurisdiction as the last will of the Grantor's spouse, but if it has no written notice 9 of the existence of such a will within a per _od of three months after death, it may presume that the Grantor's spouse died intestate and shall be protected in acting in accordance with such presumption; but this protection to thE: Trustee shall not limit or qualify said power of appointment c>r the right of any person to pursue the funds affected by the exercise thereof, ,irrespective of the place of probate or tune of discovery of Ithe will. To the extent that the Grantor's spouse fails to exercise effectively the power of appointment herein conferred upon him, then upon his death any part of i~he trust property not effectively appointed shall become a part of the corpus of Trust A created herein. d. On the death of the Grantor's husband, the Trustee shall be authorized to withhold distribution of an amount of property sufficient, in its judgment, to cover any liability for estate or other taxes (including the federal generation-skipping tax) until such liability is finally determined and paid. ARTICLE II. The Grantor hereby designates herself and her husband, vEVITO AND CO LE N, P, A. ATTORNEYS AT LAW 8830 CENTRAL AVENUE SUITE A ST. PETERSBURG, ELORiDA 33707 IR 13) 347-228'1 THOMAS G. ROPER, as Co-Trustees. Until her death, the Grantor reserves the right to appoint additional Trustees, including Co-Trustees, and to remove any Trustee, Co-Trustee, or Trustees and substitute another in his/her/their or its place. At the death of the Grantor, or at such time as she is unable or ~ unwilling to serve further as Trustee, THOMAS G. ROPER and ALAN 10 LYNN ROPER shall serve as Co-Trustees of Ti°ust A; and THOMAS G. ROPER shall serve as Trustee of Trust B. If any Trustee or Co-Trustee is unable to unwilling to serve, then in such event, the remaining Co-Trustee shall be sole Successor Trustee except that the Grantor's husband, THOMAS G. ROPEF;, shall not serve as sole Trustee to Trust A. In the event his co-Trustee is unable or unwilling to serve, then a new Co-Trustee shall be appointed by him to serve as provided herein. Every Successor Trustee shall have all powers given to the originally named Trustees. It is the intention of the Grantor, moreover, than any Successor Trustee shall function as, and shall have all the powers of a Guardian, of both the Estate and person of the Grantor in the event of the Grantor's legal incapacity or illness or mental or physical disability wh_~ch results in the Grantor's being unable to carry on the administration of this Trust as Trustee, without Order of any Court:. ARTICLE III. The Trustee (which term includes any Successor Trustees) shall have the duty to file any required income tax, intangible tax or other tax returns for the Trust, anc3 to see that any taxes due are paid thereon. The Trustee shall have the duty to maintain records of receipts and disbursements of the Trust, and the Trustee shall also have the duty to account for all Trust proceeds of any type. DEVITO AND COLEN, P. A. ATTORNEYS AT LAW 8830 CENTRAL AVEN UE SUITE A ST, PETER58URG, FLORIDA 33707 IR 131347-2261 11 ARTICLE IV. The Grantor, on her own initiative, may direct the Trustee in writing, to sell or otherwise dispose of or retain property of the Trust Estate, or to purchG.se for the Trust, notwithstanding any limitations imposed Elsewhere in this Instrument or by law, any property which ~>he may designate. Upon receipt of such directions, the Trustee shall comply with them and shall be free of responsibility. ARTICLE V. If the Trustee shall be compelled at any time during the existence of this Trust or thereafter to pay any tax or penalty with respect thereto for any reason, the Trustee shall be entitled to be reimbursed from the Trust ]state; or if the Trust Estate be then insufficient or if it b~° then terminated, the Trustee shall be reimbursed by the persons to whom the Trust Estate shall have been distributed to the extent of the amount received by each distributee. ThE~ Trustee, before making any distribution of any income or principal, may accordingly, require a refunding agreement, or may withhold distribution pending the termination or release of any tax lien. ARTICLE VI. No person dealing with the Trustee shall be obliged to DEVITO AND COLE N, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVENUE SUITE A ST. PETERSBURG. FLORIDA 33707 (813) 347-2261 inquire as to her powers, or to see to the application of any (money or property delivered to her. The Trustee shall not be I required to obtain authority or approval of any Court in the 12 exercise of any power conferred hereunder, and shall not be required to make current reports or accountings to any Court of her duties hereunder. ARTICLE VII. Insofar as permitted by law, no beneficiary of any Trust created herein shall have any power to dispose of or encumber or charge by way of anticipation any interest he or she may have in such Trust or Trusts, and all payments made hereunder to a beneficiary shall be free and clear of his or her debts, contracts, alienations and anticipations, and all liabilities or judgments or levies and attachments and proceedings of whatsoever kind at law or in equity. ARTICLE VIII. A. This Trust in whole or in part is revocable and amendable, and may be amended or terminated at any time by the (written direction of the Grantor. B. This Trust has been accepted by tl~e Trustees in the DEVITO AND COLEN, P. A. ATTORNEYS AT tAW RR30 CENTRAL AVENUE SUITE A ST. PETERSBUR G. FLORIDA 33707 X8131347-2261 (State of Florida, and it shall be construed and regulated, and all rights under it shall be governed by the laws of that State. C. The Grantor or any other person may by Last Will and Testament or by any other method give to the Trustee any property, either real, personal, or mixed, and the Trustee shall be authorized to accept, manage, operate and disburse the same, and all income therefrom to the same extent, with the same effect and to all purposes and intent a;~ if such property 13 DEVITO AND COLEN, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVENUE SUITE A ST. PE TERSBURG. FLO RIDA 33707 (813) 347-2261 had been delivered to the Trustee upon thE~ express terms of this Trust. D. Upon the death, resignation or incapacity of the original Trustee, the Successor Trustees shall assume the duties of the Trustee with all of the powers (conferred upon the Trustee); likewise upon the death, resignation, or incapacity of the Successor Trustees, therE: shall be another Trustee appointed as herein provided. In establishing the inability of a Trustee to act or continue to act hereunder, the statement of two licensed doctors of medicine shall be sufficient to establish such incapacity and third parties are protected in relying upon such statements without any further act or notice. No further act on the part of the party or parties hereto or of any court shall be necessary to vest in a Successor Trustee, the fiduciary power and duties in the supervision and management of this Trust Fund. ARTICLE IX. Any Successor Trustees hereunder (whether originally designated herein or appointed as a Successor} shall have a right to resign at any time by giving thirty days written notice to that effect to the current income :beneficiary, or to the beneficiary or beneficiaries then entitled to any distributions hereunder. Thereafter, such beneficiary or beneficiaries shall have the right within such thirty-day period to appoint a Successor Trustee, if no Successor Trustee be designated herein, and shall notify the :resigning Trustees 14 of such appointment. In the event the benef~_ciary shall fail to designate a Successor Trustee within the time specified, the then acting Trustees may apply to a Court of competent jurisdiction for leave to resign, for the appointment of a Successor Trustee and for the judicial settlement of such Trustees' accounts. ARTICLE X. DEVITO AND CO LE N, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVENUE SUITE A ST. PETERSBUR G, FLORIDA 33707 (8131347-2261 Subject to any limitations stated elsewhere in this Trust Instrument, the Trustee and its successors, shall have the powers conferred by the common law and Statutes of the State of Florida affecting each of the trusts a.nd trust estates 'subject thereto, and in any event, the following, which shall be construed broadly and which may be exerci;~ed by the Trustee in his discretion: A. To retain for as long as they may deem advisable any investments or other real or personal property of the Trust or which may become an asset of the Trust, whether or not the same may be or become non-income producing; and i:urther, to retain such property without regard to the proportion such property or similar property bears to the entire Trust; to hold the corpus of two or more Trusts created hereunder in one or more consolidated funds in which the separate shares shall have undivided interests. B. To sell, exchange, grant options for the purchase of all or any portion, including undivided interest, of any property, whether real, personal or mixed, which may be an 15 asset of the Trust, at public or private sale, for other property for cash or on such terms as they shall deem advisable; and any person named Trustees may be a purchaser at any such public or private sale or exchange, :regardless of any provision or law to the contrary, and without complying with any formalities or procedures required by st~~tute relating to purchase by fiduciaries; to borrow money or other property and to mortgage pledge or encumber any real estate or personal property as security therefore, and in no event shall any purchaser or mortgagee be under any obligation to see to the application of the purchase or mortgage mor.~ey; to lease any 'real estate on such terms as they shall deem advisable and for any period or periods beyond the termination or probable termination of any trust created herein; to foreclose, by entry or otherwise, and to extend, assign, or give partial releases from and discharge mortgages on real estate; to collect income, dividends, interest and rent; to carry out any contracts for the sale or purchase of any real estate or Xersonal property, to grant or take options for the sale, purch<~se or exchange of DEVITO AND COLEN, P. A. ATTORNEYS AT LAW RR30 CENTRAL AVENUE SUITE A ST. PETERSBURG, FLORIDA 33707 (8131347-2261 any property. C. To exercise all voting, conversion, subscription and other rights of whatsoever nature appertair..ing to securities or other property owned by the Trust; to cause any securities held by them to be registered in the name of a nominee, in "street name," or their own names without disclosing the fiduciary capacity, without liability in so doing. 16 D . To vote in person or by proxy up~~n all stocks or other securities held in the Trust; to participate in and consent to any plan of re-organizai~ion, including consolidation, merger or combination; to deposit any property under such plan of re-organization with any protective re- organization committee or similar committee, and to delegate to such committee discretionary powers with :relation thereto, and to pay a proportionate part of the expense of such committee and any assessments accruing under any such plan and to accept and retain new securities received in pursuance of such plan. DEVITO AND COLEN, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVENUE SUITE A ST. PETERSBUR G, FLO RIDA 33707 (8131347-2261 E. To hold, invest, reinvest, and retain any funds or property held hereunder, including accumulations of income for beneficiaries, in all types of real, personal and mixed properties , including but not limited to, lea:~ehold, mortgages , certificates of deposit, notes, savings accou~zts, trust shares, debentures, stocks of any kind, bonds, and other securities or obligations of any person or of any private corporation, trust or fund or of any government, including foreign governments, state, county or municipal obligations; ~~nd to make such investments without regard to any restrictions of law on investments by Trustees; and to change the i:orm of any or all investments. F. To apportion stock and extraordinary dividends or other receipts between principal. and income, and to determine any questions which may arise as to what co~zstitute principal 17 or income payment, receipts, distributions or expenditures, and Ithe decision of the Trustees shall be conclusive and binding against all persons interested hereunder. G. To make payments, distribution or division of any Trust created hereunder in cash or in kind, <~nd partly in cash and partly in kind, and for this purpose to use and allot any property then constituting assets of the Trtist, such uses and allocations to be conclusive and binding against all persons interested hereunder. H. To make payment or any distributions to any beneficiary under disability, including mi:aority, by making such payments or distributions to the parent or guardian of such minor or disabled person or by applying such payments or distributions for his or her benefit, and the receipt of the parent or guardian, or evidence of the ex;genditure of such payments or distributions for his or her benefit, shall fully discharge them with respect thereto. I. To execute, acknowledge, and deliver and otherwise DEVITO AND CO LE N, P. A. ATTORNEYS AT LAW 8830 CENTRAL AVENUE SUITE A >T. PETERSBU RG, FLO RIDA 33707 18131 347-2261 complete all property and necessary conveyances and instruments carrying out the authority herein given or o1~herwise conferred without regard for any laws restricting the powers of fiduciaries and to do all acts herein authorized without obtaining any leave or other of court; to retain and secure the services of accountants and attorneys or ogler persons and to pay for such services. 18 DEVITO nND COLEN, P. A. ATTORNEYS AT LAW 6830 CENTRAL AVENUE SUITE A ST. PETERSBUR G, FLORIDA 33707 (8131347-2261 J. Generally, to do all acts, take such proceedings and to exercise for the benefit of any trust created hereunder, all rights, powers, and privileges which might or could be exercised by now owning such property absolutE~ly and in his own right. K. To lend money to the personal representative of their Estates, if needed by said personal representative, in order to carry out the terms and provisions of their Last Wills and Testaments. ARTICLE XI. Any Successor Trustee shall not be required or compelled to be under any duty to examine, verify or audit the books, records or accounts of any preceding Trustee and shall not be responsible for any acts or omissions of the resigning or any other Trustees hereunder. ARTICLE XII. A. Banking Institutions, Savings and Loan Institutions .and Stock Brokerage firms and stock transfer agents as well as all other third persons are authorized to rely on the provisions of this Trust Instrument and are exonerated from any loss, claim or liability in relying on said :instrument and its provisions. Parties dealing with the Trustees and Successor Trustees named hereunder are not required to investigate or determine their authority, or the validity or the advisability of the transactions, to see to the proper exercise of power or to follow the disposition of money and/or ~~roperty delivered 19 ATTESTATION CLAUSE The foregoing REVOCABLE TRUST was signed, sealed, published and declared in our presence by B~~RBARA B. ROPER to be the "BARBARA B. ROPER REVOCABLE TRUST," and we, at her request, in r presence, and in the presence of each other, have hereun o subscribed our names as witnesses this ~.~ ~ day of b,~',, .. . Norsworthy 1991. residing at } _ ~ `` ~\ -) _ residing at ~ ~ eanne L. Sims DEVITO AND COLEN, P. A. ATTORNEYS AT lAW 6A30 CENTRAL AVENUE SUITE A ST. PETERSBURG, FLO RIDA 33707 (8131347-2261 (STATE OF FLORIDA COUNTY OF MARION I HEREBY CERTIFY that on this day, before me, an officer duly authorized in the State and County ~~foresaid to take acknowledgements, personally appeared BARBARA B. ROPER and THOMAS G. ROPER to me known to be the person;~ described in and who executed the foregoing instrument, and they acknowledged before me that they executed the sam . ,, WITNESS my hand a//n~~d Official 'e in the County and State last aforesaid this ~C-~ day of ~ ~91~' My Commission Expires: Notary Public, State of Floritla ak L~~rye MY Commission Expires OC7. 5, 1J91 21 TARY PL7~3L]:C 1~ . c SCHEDULE "A" RESIDENCE: One-half undivided interest in: 8832-E S.W. 94th Lane Ocala, FL 32676 legally described as: That portion of Tract 9 in Section 24, T~~wnship 16 South, Range 20 East, Marion County, Florida, as shown on the Plat of CIRCLE SQUARE WOODS, as recorded in Plat Book "P", Pages 30 through 103 inclusive, of the Public :records of Marion County, Florida, which is 8832-E S.W. 94th Lane, Ocala, Marion County, Florida. The specific parcel of reel estate which is the subject of this instrument and which is the above mentioned individual dwelling unit, is neither located nor referenced in Plat Book "P", Pages 30 through 103, inclusive, of the public records of Marion County. Rather, Dwelling "E", Building 1977 may be found and located in Official Records Book 1309, at Page 300-332, all of the ]?ublic Records of Marion County, Florida. ~~rs~ z1X ~ttt~ (`~es~~tntettt OF BARBARA B. ROPER I, BARBARA B. ROPER, publish and declare this doctament to be my Last Will and Testament, and I revoke all of my former Wills and Codicils but ado not revoke any separate written lists. ARTICLE I. RESIDENCY 1.1 I declare that I am a citizen of the United States of America, and a resident of the State of Florida, my legal residence being in Marion County, Florida. My social security number is 047-20-7199. 1.2 If at the time of my death I am a resident of the State of Florida, I direct that the domiciliary administration of my estate shall be conducted in my county of residence. ARTICLE II. DEBTS AND FUNERAL EXPENSES I direct my personal representative to pay all bills and amounts outstanding at my death, for which legal claims are filed in my estate, which have been incurred during my lifetime for the purchase of necessities and for medical bills, and subsequently, for my funeral and internment expense. In making such payments, the order of payment, priority of claims, and time of payment, shall be as F~rovided under the Florida Statutes. PAGE ONE OF SIX PAGES 13 ~3 B. 8. ARTICLE III. SEPARATE WRITING I may prepare a written statement or list (a writ;ing separate from this Will) of items of tangible personal property. If I prepare such list, I will sign and date it and it will describe each item so it may be clearly identified and it will also name the person to receive each item. If no such list is found and properly identified by or made known to my personal representative within thirty days after Letters of Administration are issued, it shall be conclusively presumed that no such list exists. Any disposition of personal effects and furniture or other tangible personal property in this will shall be subordinate to any disposition I ke in such separate written list. ARTICLE IV. RESIDUARY DEVISE All of the rest, residue and remainder of the property which I may own at the time of my death, real, personal and mi;~ed, tangible and intangible, of whatever nature and wherever situatE~d, including all property which I may acquire or become entitled to after the execution of this Will, including proceeds of any life insurance policies which are payable to my estate, including all lapsed legacies and devises, I devise all of the remainder of my estate to the Trustee of the Trust known as the "BARBARA B. ROPER REVOCABLE TRUST, dated the 28th day of June, 1991, and as amended on the 7th day of FEbruazy 1992, 1;o be added to and become apart of the principal of that Trust. If for any reason the above described Trust shall not be in existence at the time of my death, or if PAGE TWO OF SIX PAGES JITO AND COLEN, P. A. ATTORNEYS AT LAW ~~ G830 CENTRAL AVENUE SUITE A g . B R ETERSRUR G. FLORIDA 3370) 1813) 347.2261 for any reason a court of competent jurisdiction shall declare such Trust to be ineffective for the disposition of assets of my estate, I devise my residuary estate to the Trustee named in said trust instrument, to be held, managed and distributed in the manner and for tfie terms described (therein giving effect to all valid amendments of said trust instrument, I, and in any event giving effect to all terms of the trust in effect at the date of my death; and for those purposes I incorporatE~ by reference the Trust instrument as it now exists into this my Last Wiil and Testament. ARTICLE V. DISINHERITANCE I intentionally make no provision herein for the benefit of any lother relative or heir. ARTICLE VI. SURVIVAL REQUIRED If any beneficiary under this Will dies within thirty days after the date of my death, any interest which would have passed to said beneficiary under any provision of this Will is to be disposed of according to the plan of distribution which would have been effective under this Will if such beneficiary had predeceased me. ARTICLE VII. NOMINATION OF PERSONAL REPRESENTATIVE I nominate THOMAS G. ROPER as personal representative of this Will. IIf my designated personal representative fails to qualify or ceases to serve, I nominate ALAN LYNN ROPER as alternate person~il representative. I direct that my personal representative and any alternate or successor PAGE THREE OF SIX PAGES 'ITO AND COLEN, P. A. ATTORNEYS AT lAW ~~ i830 CENTRAL AVENUE SUITE A B n R . TERSBUR G. FLORIDA 33707 [} (B 13) 347-2261 personal representative shall not be required to post bond for the faithful performance of such duties in Florida, I~r in any other jurisdiction in which my said fiduciaries may qualify. ARTICLE VIII. POWERS I grant to my personal representative (including any alternate or successor) the power to sell, assign, transfer, mortgage, acquire or grant options to purchase and convey any security or property, real or personal held in my estate, at public or private sale, and at such time and price and upon such terms and conditions (including credit.) as my personal representative may determine. I also grant to my fiduciaries every power granted to trustees under section 737.402 and Chapter 738 of the Florida Statutes. It shall not be necessary for my personal representative to rent any residence owned by me at my death durirg the period of administration. I authorize my personal representative to make distributions in satisfaction of any pecuniary or fractional share devise or statutory share or charge, by distributing cash or specific property, real or personal, or any undivided interest therein, or partly in cash and partly in such property, and to do so without regard to the income tax basis of specific property allocated to any beneficiar~~ or any share and without making pro rata distributions of specific assets. My fiduciary is authorized but not required to make equitable adjustments for differing 'financial effects of tax elections or distributions. The reasonable expenses for delivery of devises shall be paid as an e~;pense of PAGE FOUR OF SIX PAGES iITO AND COLEN, P. A. n ///~~, ATTORNEYS AT LAW 1830 CENTRAL AVENUE SUITE A n ~ R . :TERSBUR G. FLO RIDA 33707 [~ (813347-2261 administration. If any distribution is due to a minor with no legal guardian, it may be made to a parent of such minor as custodian under the Florida Transfers to Minors Act. I HAVE DECLARED this instrument to be my Will, and I have signed it at Ocala, Marion County, Florida on this 7th day of February , 11992. BARBARA B. ROPER This instrument, consisting of a total of six pages (including the self proving affidavit), each page bearing the initial; of the Testatrix, was declared, published, signed and sealed by BARBARA B. ROPER as her Last Will and Testament in the presence of the undersigned witnesses, she first signing in our presence and we then, at her special insistence and request, signing in her presence and in the presence of each other the day 'and year above written. ~'° ~ /~ , o f off' ~ ~~~~?C~ ~ ` ` PAGE FIVE OF SIX PAGES VITO AND COLEN, P. A. ATTORNEYS AT LAW ~~ 6830 CENTRAL AVENUE SUITE A - B . B . R . ~E TERSRUR G. FLO RIDA 33707 (8131347-2261 STATE OF FLORIDA COUNTY OF MARION We, BARBARA B. ROPER, Elizabeth S. Vc,nada , and Judy :L. Morachnick , the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned officer that the Testatrix signed the instrument as her Last Will and Testament, and that she signed voluntarily (or directed another to sign for her and did so voluntarily) and that each of the witnesses, in the presence of the Testatrix, at her request, and in the presence of each otrier signed the Last Will and Testament as a witness and that to the best of the knowledge of each witness the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. r of. 'v ARBARA B. ROPER, TE A IX / ~~ ITN SS ~~ SUBSCRIBED AND ACKNOWLEDGED before me by BARBARA B. me personally known, or who has produced identification, and subscribed and sworn to before me and Judy L. Morachnick the witnesses, on February 1992. NOT. My Commission Expires: NESS ROPER, the Testatrix, to N,/A as by ,~i ~al,ath S Vrmada this the ~~ day of AR~JY PUBLIC • PAGE S I X O F S I X PAGES ~~~~~~~ff JUDY 4. PENNALA ` i9~MY !(r.~i ~Y(.+1 =*i *~ MY COMMISSION E CC 144490 ~~ : .Q`~ ~• ~~ EXPIRES: Oct. 5, 1995 i I .hfa o~~ ~~~ Bonded TIIru Ncta;V i~~111I1C Undorwf~felS~~ ~ N (r ROPER, BARBARA TRUST -VALUATION EDWARD JONES Mutual Funds L A TAX FREE INC TR PA MERRILL LYNCH Money Accounts ML BANK DEPOSIT PROGRAM Stocks & Related AMEREN CORP CITADEL BROADCASTING CO DISNEY DUKE ENERGY ENTERGY CORP FPL GROUP GENERAL ELECTRIC PROCTER & GAMBLE PROGRESS ENERGY INC SCANA CORP NEW COM SOUTHERN COMPANY SPECTRA ENERGY CORP Mutual Funds AMERICAN INC FD OF AMERICA AMERICAN INVESTMENT CO BLACKROCK GLOBAL ALLOC FRANKLIN CUST FD INC Certificates of Deposit MIDFIRST BANK Government Bonds FNMA FNMA Municipal Bonds - GO Insured CONNEAUT PA SCH SPRINGFORD AREA SCH WEST CHESTER Municipal Bonds - GO Uninsured LOVEJOY INDPT SCH MONTGOMERY CNTY Municipal Bonds -Revenue CHICAGO IL O HARE DUNEDIN FL SALES TAX NORTHAMPTON CNTY PA PALM BEACH CNTY FL PA ST HIGH EFAREV STATE PUB SCH BLDG TAMPA HILLSBRGH CUSIP $/SH # SHS 543912208 5.04 17778.77 1 45.73 1.24 34.7 18.47 112.62 64.87 32.57 65.8 41.74 39.76 36.33 26.03 18.41 31.16 0.677 -- 19.88 2.53 98.366 98.469 96.313 92.973 94.859 95.147 94.279 92.811 94.521 101.367 95.814 98.213 90.632 85.469 92.447 16905 350 7 100 1326 260 530 100 297 430 450 500 663 2774 1312 1653 19830 600 150 200 250 250 250 300 500 200 200 400 400 250 500 200 5/8/2008 DOD Value ;$89,605.00 ;616, 905.00 ;616,005.50 $8.68 $3,470.00 x24,491.22 129,281.20 $134,381.10 $3,257.00 ~>19,542.60 3> 17, 948.20 9~ 17,892.00 9.18,165.00 $17,257.89 $51,069.34 $40,881.92 $21.00 g~32,861.64 g~50,169.90 $59,019.60 9.14, 770.35 $19,262.60 $23,243.25 $23,714.75 9.23,786.75 $28,283.70 $46,405.50 $18,904.20 $20,273.40 $38,325.60 $39,285.20 g~22,658.00 $42,734.50 $18,489.40 $832,765.99 ,_ ~h5hn F Reinert Financial Advisor 218 Lincoln Way East Charnbersburg, PA 17201 Fax Sheet Sep 30, 2008 DATE 4 NUMBER OF PAGES including cover Sheet Myers tax Servicel Trine TO Debbie Orr FROM {717) 530-0757 FAX NUb1BER 388) 259-8173 FAX NUMBER © For your information. Here are the documents we discussed. Please sign and return or mail to our office. Please call me about the following documents. Here is some information relating to your investment. Please review. As you requested. Qiversification issue. Gall me. We should discuss this. Following is important account information. Please check it for accuracy, complete if required, sign where indicated, and return. Please complete the following and fax back to our office at (888) 259-8173 Please call our office with any questions. Phone: (717) 283-7722 The information contained in this facsimile message is intended only for the use of the individual or entity to which it is addressed and may contain information that is legally privileged and/or confidential. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by telephone- Thank You. ~:d~wa.rd Jones .y C O b W .Y L 0 C 0 3, ~' } Q d r+ RS V a. d r d~ W _ R ~ ~ ~ ~ ~ ~Cy V ~ ~ 0 u. iH EE} ~? ~ 69' 6~ ER d} Eg 69 64 FA ffl e9' ~? ~ H3 6R3 d4 ~ ~ 0 ~ O to fD ~ ~ A } ~ ~ ~ ~ IMF ffl Ef} d4 d~ 69 64 69 fA b4 N3 ~fl ER EF} d3 EH Ni b9 t~ r ~ ~ ~ ~ ~ a 3 ~ ~ ~ !R ER 69 ER d~ 64 N} 4R d4 (f? E9 ~f? El} 4A 64 b} 69 EH H C J ~ G a W LL r N ~ O ~ V ~ ~A ~ ~ ~ ~ a Q, E v C! 0 O ~ Z Ltl W n. w v o ~ a ~ ~ ~ n w c ~ M ~ n ~ r N c~ i d ~! > tG t~ C D O i O ~ * r ~ N r cM r ~ r r ~ r- i co " T -~ 'r ' e mm 8~ N ~p _~ 7 7 M ~ S~ Wm ~ L f~ ~ 0 7 .O _~ U ~~ U ~ N _O ~ m ~g ~~ o~ b ~m FL- o` U ~ C C ttt ~ ~~ ~ O 1 ~ t ti ~~ l1 +. C O ~ c a '°v E ~ ~ ~i ~ ~~ N W cV ».. a~~ m o ~ n. ~' ~i o c ~_ ~ .~ ~ ~ W ~~ ~~ LIJ U N C O ^~ c~ W Q~ V 0 z ». a~ 0 0 .~ N _~ W a N ai D= ~~ .. *! RJ L Q O IJj`1U[} T~ ~ +J ^+ *r C r..~ a °' ~~ a~ cue ~o ~ ,O ~U ~a ~ ~ ~m m C .L.. o m C_ m .~ N O .-~. (~ N y (D ~ O .iA ~ N Y ~ C m ~~ ~~ ~~ ~~ t~ ~~ N a a o~ m m~ c m (~~ O~ Q m m = ~ ~ ~. ~° C N ~_ m ~ ~ ~ C O O O O ~j `~I ~I ~I ~I ~I Y L d ~ U r CV N '17 ~ v m ~ ~ ~ U ~ ~ LL ~ d 3 ~ ~ U C ~ ? i g q a ~ ~ (M cY t!i co m fR 64 69 69 ~ ~ ~ C ,O C ~ L ~ ~ G ~. ~ ~ nCi Y ~ ~ V ~ -~~- .g ~ LL a ~ ~ ~ A U c~~n G ~ ~ ~ ~ n a~ Oi ~ U O 4 u5 O tO Oi tAl ~+ C 7 V a~ O H m m a c a p~ ~A (lS w tit m m s H x ~i' ]/~[` V ~/ C 0 (d U ~~ ~ U .G Qo a ~ m ~o ~' ~ ~~ .~ ~ ~ O O ~~ .G ~ ~ O . Y.. ~ O O O ~. s ~~ ~~ ~~ ~~ ~U C O ;; U ~~ N ~ ro O ~ ~. _~ ~i ~ X3 ~ ~ m ~ m ~~ '~ E W v ~m o°O~ N ~ }+ m ~a 301 8E 17r" $t»et PO Rmt 9'1A peals, Florlds 3M71 ~a FAX - 36g-001i-4~1 I~~ The 6~ Merrtl! Lynch RraR1R LIZ MAL.K~N, CA /~~ ~ ~~~ Alb M~-'iR L .-ti b ~`~ Yoh fe.e ca D Urge! Cl for Rwle~r C! PNerM Comeneae! ^ P'IMN Reply D ~1ris~ M~yr:I~ ~_ 11~cu~~ uz~ p ~ ~ ~. Cre.<.;tx ~ ~ c~~C v~4-=_ ~~ uo~- +~- nroTe 7r+~ rn~rorrM~no1V cxwrarrv~n rnr n*s Facs~ Tr~anrsr~assrav r8 taoryortnovrrA~ area rrvr~a orrtr YrD!lAR~l~if®YNaTIJ,~hNTAN1'~~IlON,G~>7~T~COPY1MAdRQTNER~ n'i~ FaC3rMrLE R9 S"fRrCT LY PAOi !F YOU »v~ T}1.9 fi4C~NN.E IN Pl.Fi18E' 1NI1R~41T~.,Y rvonr~ us gY r~p~~orvE'anaa ~7'UFln- rtlE o~rrwu. Tr~rssrd+r m usAr ~t~EAOn~rsSs A Wt 7rul:' UNITEp STa7~4 P0.RTAL S~I/If3~ . ) ~ ~~~ Unrealized Gainl(Loss~ By Account >7 ultiple ,Elccougts As of Close of Business:0810712008 Note: POBIC10f78 are net ana cat~t basis exdude5 tractional 611aPeb. 700-0901 D C v~- ~' ~~ Summary by Accoun Cash Balance (Settled and Unsettled) o Money Accounts Security Unit Cppt Market Vnreallzed Doecriptien Quantity Cost Price Basls Value pain/(Losa) Q/( "~ 990286916 18,905 1.000 1.000 16,805 1f,905 0 ML BANK iJEPOSIT Pf20GRAM Total NtaneyAccounts ~~~ 11;,905 0 Sxocks & Related SaCUtlty Unit Cost Mar et Unreallxed Doscriptton Rotinp quantity Cps Pricc ~ sasi9 lue rain/(Loss} G/I ~' gEE A-2-7 350 / 45,730 19,822 16, (3,918) (1 AMEREN COfiP -r '' CD1, WA 7 / ~ 3.504 ~ 1.240 `~ 25 9 / (16) (E GITAE>EL BROADCASTING CQ ~ p~a_ 8-2-7 100 f 18.370 34,700 / 1,837 3,x70 ~ 1,633 DISNCv (WALT) CL) COM S7K -- D~ B-2.7 1,326' 15,152 18.470 ~ 20,091 :?4,491 '~ A,400 DUKE ENERGY CORP NEW SLR B-2-7 260 ~ 77.622 112,8ZD '~ 20,1 Ei2 ,29,281 '~ 9,100 ENTEFiGY CORP NEW x' ESL A-2-7 530 ~ 38.907 84.870 ~ 20,621 34,381 ~ 13,761 FPL GROUP INC ~- G~ 8-1-7 100 `~ 36.062 32-570 / 3,806 3,7.57 ~ (349) 1 GE:N[RAL ELEGl'RIC / ~ pi; A-1-7 297 / 33.713 65.800 ~ 10,013 19,543 ~ 8,530 PROCTER $~ GRNIBI.E CO ~- py~ B.2-7 x30 ~ 46.508 41,740 '~ 19,998 17,948 '~ (2,050) (1 PROGRESS I=NERDY INC / T' $CCa J~•2-7 450 ~ 43.733 39.780 / 19,660 17,892 '~ (1,786) i SCANA CORP NEW COM S O A-2-7 500 J 30.363 36.330 '/ 15,181 18,1 p5 '~ 2,984 SOUTHERN COMPANY / z' SE, 663 ~ 21.&15 26.03D ~ 14,x83 17,258 / 2,775 SPECTRA ENERGY CORP ..__.w.,..._...-....._-_J, ..._. Total StOCka d. Related x01,700 36.182 Page 1 of 7 Mutual Funds SDCL rlty Unit t)oscrlption Rating Quantity Cosk ~- AL~FG~( 2,774 18,032 AiNSRICAN INC FD bF AI~IERCL A ~ A11L$X 1,342 30.644 /,MERICAN 1NVE5TMENT COOF AMERICA CL A 0.8770 L~Dl~,pX 1,653 18,153 BLAC1CRpCK GL08ALALLOCAT!ON FO INC A ~r ~~ 19,830 2.270 FRANKI_iN OUST Fp INC SFRL'LASS A Cost Market Unroufixed T Pr1Ce 1geA9i9 Ve1uC ~isill/([,OSS~ II 18.410 50,021 51!)6s/ 1,x49 31,160 40,205 40,682 '~ 677 -- - 21 / -- 19,680 30,007 32,862 2,854 2.530 45,013 50,170 " 5,157 Total Mutual Funds 175,004 9,737 Certificates of Deposit Security Unit Cost MarkeC Unrealised Dr~seription Rating Quantity Cosy price Ba®is Value Gain/(Loss) G/( "~ 5974pQ;445 N!A 60,004 100.000 98.366 60,000 59,020 {960) I MIOFIRST BANKCALLABLE CD FDIC INSf?08,0004~a SEF 08 2020 Totai Cerfiflcates of Deposit .""..^......_______..._.. .._~.,,, ._._._. "'°- ..._-~"59,b20 _ -_u~~(980j . . _._. Government Bonds security Unit Cost Market Unrealized Description Raring Quantity Cost Prtte sasls 'Value ~6atn/(loss) G/I `~' 3135A1AX2 AAA 15,000 100.000 96.489 15,000 '14,770 / (234) FEi)Cf~AL NATL MTG ASSOCCALLABI.E NOTFS SR 2MULT'.%MAR 13 2018 ~ '`F 3135A1DY0 AAA 20,000 100.000 96.313 20,000 19,263 (737) I FEDERAL NATL MTG ASSQCCALLARLF NOTcS SR 3MUL719'a N1AR 13 2023 Total i:3ovemmeitt Bonds _ ^34,033 ~^~ {967) ~ . Municipal Bonds - GO Insured SeCUrlky Unit Co6t Market Unraaliztd pestription Rating Quantity Coai Pries Beals Value ~G2in/(Loss) Grl '- 207515FR3 AAA 25,040 100.040 92.973 25,000 23,243 (1,757) CONNEAITf PA SCFI OISTSER A RF OID FSAMAYd7 (44.375%NOVOt 35 / J r' 849534Nc33 NR 25,000 100.953 94.859 25,238 23,115 (1,52A) 1 SPRING-FORD AREA SCH DT'?A A SCH GTD OID XLCANOV47 04.400%JUNOt 2~J ~ 952030YY4 NR 25,000 99,593 95,147 24,89 23,787 (1,112) I WE57 GHCSTER PA AREA SCHDIST LT SCR A RF 010 FSANOVOf+ 04,125°leF[B15 25 Total iUluntcpal~~r3onds - GC- In9urced 70,745 (4,392) Municipa{ Bonds - Gtr Uninsured Security Unit Gast Market Unrealixod DesCrlpttan Rating Quantity Cost Price BdSis Value /Gain/(LOSS) / C/( ~' 5~47164KR1 AAA 30,000 1oo.00d sa.27s ao,0do 28,28a (1,718) , c Page 2 of 7 .. LbVEJ4Y INDPT 5CH g43TTEX SGH DLDC P5>` GTD 01DJAN08 04.250°l~ED15 27 ~" 61357'9TT73 NR 50,000 98.611 92.811 49,305 46,406 ~ (2,900) 1 t~IONT'GOMCRY CIVTY PASER C OIDDCC06 D4.250'f50EC15 31 Total Municipal t3onds • GC- Uninsured T4,t389 (4,816) Municipal Bonds -Revenue Socurity Unit Cost Market Unrealized pasrriptlon Rating Quantity Coxt Price Basis Value Gain/(Loss) G!( '' 1675924H4 AAA 20,000 100,000 94.521 20,000 16,904 (1,086) I C:NiCAGQ IL O HAC~E INTlARP7 REV GFN C OID PSAJAN08 04.500%JAN01 39 / '~' 265389AV0 AAA 20,000 99.789 101.367 19,958 20,273 ` 316 DUNfiDIN FL SALES TAX REVO10 I'SA EBI]AUG05 04.125%OCT01 25 t' 863507CH2 AAA 40,000 98.513 95.814 39,405 38,326 / (1,080) l NORTHAMPTON CN'CY PA G~NPURP RUTH REV MH-AFirB07 04.500°~NQV15 36 ~ '' 6965436W3 AAA 40,000 99.926 98.213 39,971 39,285 (688) t PALM 9EACH CNTY FL PUDIMPT REV SER A qID MBIAGCT04 04.375"/oNOV01 24 ~ '' 70917RHZ1 NR 25,000 96.287 90.632 24,072 22,658 {1,41dj t PENNSYLVANIA 57 ti1GH FFAREV SFR D RF OID AMBACDECO6 04,254°kSPP01 31 ~ Y' 85732PSP4 Nfi 50,000 97.735 95.469 48,867 42,735 (G,133} {i 5TA7F PUB SGH BLDG AUTHPA REV RP pIQ XLCAJAN07 04.2G0'1l+OC701 32 875301DC5 AAA 20,000 99.881 92.447 19,97ti 18,489 / (1,487} I TAMPA-ti1LL58RGN CO 1'LEXPWY RV RF dID AMBACJUN05 b4.250"/°.1UL01 27 Total Municipal Bonds -t~evenue - _-~ ~ 200,570 .T (11,580) ~"- Market Unrealized Value Gain/(Lass) Tota1700~T0A01 832,786 23,364 Margtn Balance (settled and Unsettled} 543 _.__. Total PortfoUa Value 883,310 Short Tenn dains 12 5hortTenn Lasses ~~~~_-~. _ (20,775) .._._.. Total Short Term Gain!(Loss) (20,763} Lang Term Gans 55,476 Long Tenn Losses _, ---_,_,.._..r.._____._.r ~ ~ .._.__._...r.r.,_._._... _~..._~....~.....__,__.._...{11,35b)~ __..-. _ _ __ _ Total Long Term Gatnl(Loss) ~^ 4x,127 c FILE COPY' JONATHAN S, DEAN, P.A. MICHAEL E. DEAN, P.A. SUSAN E. DEAN, P.A. TIMOTHY S. DEAN A LIMITED LIABILITY PARTNERSHIP CONSISTING OF PROFESSIONALASSOCIATIONS ATTORNEYS AT LAW MAILING ADDRESS: 230 N.E. 25THAVENUE • SUITE 100 OCALA, FLORIDA 34470-7075 June 30, 2008 Mr. Alan L. Roper 415 Peiper Road Shippensburg, Pennsylvania 17257 RE: Estate of Barbara B. Roper Dear Mr. Roper: TELEPHONE: (352)368-2800 FAX: (352)867-5787 TOLL FREE: 1-800-651-9646 E-MAIL: Jondean@deananddean.net mikedean@deananddean.net suedean@deananddean.net timdean@deananddean.net Enclosed please find a copy of the Order .Admitting Will to Probate and Order of Summary Administration which were signed by Judge Lambert on Junc; 25, 2008. Additionally, enclosed please find a copy of correspondence to Merrill Lynch instructing `Mr. Tomaszewski to liquidate the Merrill Lynch account and forward the proceeds to you. Finally, enclosed is our statement for services rendered. This will conclude our representation of you in this matter. As always, it was a pleasure working. with you and if we can be of assistance to you in the future, please do not hesitate to contact our office. ~k, Very truly yours, _._.__DEAN D DEAN, L.L.P. ~~~ / , ,1 ; ~- ~. ,C. c.. 2. ,; j ,r Lis ., Wilsoti ~. _ _, _ . , Probate Paralegal Llmw Enclosures JONATHAN S. DEAN, P.A. MICHAEL E. DEAN, P.A. SUSAN E. DEAN, P.A. TIMOTHY S. DEAN A LIMITED LIABILITY PARTNERSHIP CONSISTING OF PROFESSIONALASSOCIATIONS ATTORNEYS AT LAW TELEPHONE: (352)368-2800 FAX: (352)867-5787 TOLL FREE; 1-800-651-9646 E-MAIL;Jondean@deananddean.net mikedean@deananddean.net suedean@deananddean.net timdean@deananddean.net MAILING ADDRESS: 230 N.E. 25THAVENUE • SUITE 100 OCALA, FLORIDA 34470-7075 June 30, 2008 Mr. Jeffrey E. Tomaszewski Merrill Lynch 301 Southeast 17`h Street Ocala, Florida 34471 ~ ~ ~~~ '~~ ,. r y~ Y 6.~ RE: Estate of Barbara B. Roper Account No.: 700-90Y28 Dear Mr. Tomaszewski: As you may be aware, our firm represents the Estate of Barbara D.. Roper. In that regard, enclosed please find a certified copy of the Order of Summary Administration which was signed by Judge Lambert on June 25, 2008. Pursuant 1:o the Order of Summary Administration, please liquidate the aforementioned account: and forward a check for the proceeds therefrom to Alan L. Roper, Trustee of the Barbara B. Roper Revocable Trust dated June 28, 1991, 415 Peiper Road, Shippensburg, Pennsylvania 17257. Thank you for your assistance in this matter. If you have any questions regarding the aforementioned, please do not hesitate to contact our office. Very truly yours, DEAN,~ND DEAN, L.L.P. 1, ` / ~,~~~I ; `! Li M. Wilson Probate Paralegal /lmw Enclosure cc: Alan L. Roper IN THE FIFTH JUDICIAL CIRCUIT COURT OF FLORIDA, IN AND FOR MARION COUNTY IN PROBATE FILE NO.: ~D~~ ~Cp- 7q IN RE: ESTATE OF BARBARA B. ROPER, Deceased. ^~4 L f~ ~,. ORDER ADMITTING WILL TO PROBATE The instrument presented to this Court as the Last Will of BARBARA B. ROPER, deceased, having been executed in conformity with law, and made self-proved at the time of its execution by the acknowledgment of the decedent and the affidavit, of the witnesses, each made before an officer authorized to administer oaths and evidenced by the officer's certificate attached to or following the will in the form required by law, and no objection having been made to its probate, and the Court finding that the decedent died on May 8, 2008, it is therefore, ADJUDGED that the Last Will and Testament dated February 7, 1992, and attested to by ELIZABETH S. VONADA and JUDY L. MORACHNIC:K as subscribing witnesses, is admitted to probate according to law for the Last Will and Testament of the decedent. , DONE and ORDERED in Chambers at Ocala, Marion County, Florida, this ~-~~~ day of ~- , 2008. CIRCUIT JUDGE 1N THE FIFTH JUDICIAL CIRCUIT COURT OF FLORIDA, IN AND FOR MARION COUNTY IN PROBATE FILE NO.: ~~~~ ~ L~7 ~~~ IN RE: ESTATE OF BARBARA B. ROPER, Deceased. ~~ ~ ~ ~N~ ~~ E.a ORDER OF SUMMARY ADMINISTRATION On the petition of ALAN L. ROPER for Summary Administration of the estate of BARBARA B. ROPER, deceased, the court finding that the decedent died on May 8, 2008, that all interested persons have been served proper notice of this hearing, or have waived notice thereof; that the material allegations of the petition are true; that the will bearing date February 7, 1992, has been admitted to probate by order of thi:~ court as and for the last will of the decedent; and that the decedent's estate qualifif;s for summary administration and an Order of Summary Administration should be entered, it is ADJUDGED that there be immediate distribution of the following assets: ASSETS ESTIMATED VALUE Merrill Lynch IRA account #700-90Y28 $9,687.24 to ALAN L. ROPER, Trustee of the BARBARA B. ROPER REVOCABLE TRUST DATED JUNE 28, 1991, 415 Peiper Road, Shippensburg, Pennsylvania 17257. ADJUDGED FURTHER, that those to whom specified parts of the decedent's estate are assigned by this order shall be entitled to receive and collect the same, and to maintain actions to enforce the right. ADJUDGED FURTHER, that debtors of the decedent, those bolding property of the decedent, and those with whom securities or other property of decedent are registered, are authorized and empowered to comply with this order by paying, delivering, or transferring to those specified above the parts of the decedent's estate a:~signed to them by this order, and the persons so paying, delivering, or transferring shall not: be accountable to anyone else for the property. DONE and ORDERED in Chambers at Ocala, Marion County, Florida on this day of , 2008. Circuit Judge CERTIFICATE OF SERVICE hereby certify that a true copy of the foregoing has been furnished this ~ day of _ -vt-- ^, 2008, by U.S. Mail to Susan E. Dean, Esquire, Dean and Dean, L.L.P., 0 Northeast 25th Avenue, Ocala, Florida 34470. .<?ciil: Deputy Clerk o - - o J O .-~ J ~ `~ by GO 00 ~ m c in in w ~ ~ ~ ~ ~ ~ v ~ ~ J ~ ~ ~ ~ Q O O v (fl ~ N F- c-I O ', w p ~ ~ I I ~ O c-I ~ ~_ N N !}~ C ~ ~ O N N ~'~~. z ~~,m c~ ~~ z w J J o ~ =~~o 7 U ~ N +~ c ~ .. ~ ° • ~ u°, ~ M 1 1 I~ I ~`n~ O~~~ M ~ o L ~ ~~ Q o~' E ~ 01 ~~ w N U-~ m ~ a, _ ,-, - ~ ~ -` m c U o w ~;ro z o o~ ~ F .~ o o ~ C N ~ ~ ~ m'lJ -J ~' w ~ c }; J ° ~, ~ ~ ~ o ~ `~ ~ Y ~' ~ 7~ C C m O' z~ N t`o ~ ~ Q O C ~ O ~ ~ pp ~ ~ o~« ccw ~; o0 c ~ O ~ li H ~ \ ~ C > c-I ___I ~ N ~ 7 > 2 a t ,- v o ~ N o .. -v v .. o - (~ O v1 ~ Q ~ O o a>- oN° -Q1o~~o ~ L N ~~ Aon C. 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Box 336 ShipBensburg, Pennsylvania 17257 Phone 717-532-2211 Mr. Alan L. Roper 415 Peiper Road Shippensburg, PA 17257 Dear Mr. Roper: The charge for the obituary placed in the Washington Post was $289.00. Please remit to the above address. If we can be of any further assistance, please feel free to give us a call. Sincerely, ~ ~ ~ ~. `~~~,"~~ Mark Filburn, Licensed Funeral Director Fogelsanger-Bricker Funeral Home (717) 532-2211 SELECTED Independent FI IT~1FR A 1 T 1Cl1~AFC ,~ ~`,r~~``/ ll~ ~~ ~~ ~~ ~ ORIGINAL ~~~~~ ACCT. NO. - FEUEflATE~ ~ MER/~. U ~T~~ runeral Services ~ („ ~ r ~ ~ ~ ,n~ ~- ~~;P~~,~v~r.~ _~ r CJ ~I f6-~ _ _ Name of Deceased f~i'cHECK:~ ~I ~ ~_~ ~t~ FOGELSANGER-BRICKCR ~ CREDIT FUNERAL HOME, INC. CARD _ _- _._ OTHER ORIGINAL olio 6 ~~~ ~~ui ~~ ~-°~ s FEOEHATEU . J~v. ACCT. NO. `(_ ~ l.C) ~?l'ryX 'uneral Services Q Q '~ ~Pirz~~ein~erC~ --~ ~ -- - -- --- ~ Name of Deceased ~CRECK >r ___ _~~_ ~o ~ ~__ FOGELSANGER-BRICKER i:7 CREDIT FUNERAL HOME, INC. CARD __ _,___._ (_.~ OTHER __ __.._ d.~L~ 6 G _ ~uznlc ~ec.~ 3 ~ C~ GCS' LAS-f BALANCE $ INTEREST I L_AL_PAYM~NI LJ ~HAI~GE SUE~TOTAL CREDITS LESS PAYMENT 1V V. NEW' BALANCE $ ~~ q ~V OE~1688 LAST BALANCE $ ~- ~ ~ ~/U I 'INTEREST L^J ~AT~F!LY_MEN_I CHARGE SUB TOTAL CREDITS LESS PAYMENT ~ Y NEW E3ALANCE $ r"' ~ " 06702 Q A LIMITED LIABILITY PARTNERSHIP CONSISTING OF PROFESSIONAL ASSOCIATIONS ATTORNEYS AT LAW OFFICES IN'. JONATHAN S. DEAN, P.A. BEVERLY HILLS (352)746-0700 SUSAN E. DEAN, P. A. LEESBURG (352)365-2700 MICIIAEL E. DEAN, P.A. MAILING ADDRESS: OCALA (352) 366-2600 TIMOTHY S. DEAN 230 N.E. 25th AVENUE, SUITE 100 fAX: (352) 867-5767 OCALA, FLORIDA 34470-7075 TOLL FRC-E: 1-800-651-9646 W W W-www, deananddean. net June 30, 2008 Mr. Alan L. Roper 415 Peiper Road Shippensburg, Pennsylvania 17257 STATEMENT FOR PROFESSIONAL SERVICES RENDERED: In connection with the Summary Administration of the Estate of Barbara B. Roper, including costs. TOTAL AMOUNT DUE: $2,000.00 1 ~, ~~ ~ u~~ r~\ ~- . ~ ~. ;~ ;~ CASH OR CHECK ONLY. NO CREDlT CARDS ACCEPTED THANK YOU FOR USING OUR SERVICES PAYMENT OF THIS STATEMENT IS DUE UPON RECEIPT. INTEREST AT THE RATE OF 1 1!2%. PER MONTH WILL BE ADDED ON STATEMENTS WHICH ARE 30 DAYS PAST DUE. esslah ~,~~A~~ 100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055 ALAN ROPER 415 PEIPER RD S14IPPEN5BURG, PA 17257 ,k Form PB-01 QUESTIONS? CALL: (7l 7) 697-4666 RESIDENT # UNIT STMT. DATE 90306 040ll 04/30/2008 RESIDENT S Mrs. BARBARA B. 120PER TOTAL AMOUNT DUE $7,190.00 DATE DUE= 05/31/2008 DATE DESC:RIPI"ION RATE Days! Units CHARGES CfiEDITS E3ALANCE Balance Forward 7,401..50 04/30/08 PAYMENT RECEIVED - TI2ANK YOU!!! 7,40L50 0.00 *** Nursing Care *** 04/30/08 RM/ BRD -NURSING - SEM[-PVT 234.00 30.00 7,020.00 7,020.00 04/01-04/30 04/30/08 PREVAIL PROTECTIVE UNDERWEAR 1.25 36.00 ]170.00 7,190.00 ~~~ ~ ~1 7 ~ i 1~ ~-~ -~ - 1~ ~ j0 ~ RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE 90306 7,190.00 0.00 0.00 0.00 0.00 $7,190.00 RESIDENT NAME Mrs. BARBARA I3. ROPER NA Pe-o1 A l'%~ i'iuance charge may be assessed on accounts for which payment has not been received by the due date. 'I'haulc you! If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You! messiah v~ ~~A~~ 100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055 ALAN ROPLR 415 PEIPER RD SHIPPENSBURG, PA 17257 Form PB~Ot QUESTIONS? CALL: ~7:17 697-4666 RESIDENT # _ _ _~, UNIT STMT. DATE 90306 040 D 05/31/2008 RESIDENT S Mrs. BARBARA B. ROPER TOtAL AMOUNT'DUE $1,664.25 DATE DUE 06/30/2008 DATE DESCRIPTION RATE Days1 _ Units _ CHARGES ' CREDITS BALAN Balance Forward 7,190.00 05/31/08 PAYMENT RECEIVEll -THANK YOU!!! 7,190.00 0.00 *** Nursing Care *** OS/OG/08 RM/ BRll -NURSING -SEMI-PVT 234.00 6.00 1.,404.00 1,404.00 0.5/01-05/06 05/06/08 PREVAIL PROTCCTIVE UNDERWEAR 1.25 21.00 26.25 1.,430.25 05/07/08 RM/ BRD -NURSING -SEMI-PVT 234.00 1.00 234.00 1,664.25 05/07-05/07 ~t-~L ~/~-~ G~ ._, .i ~\ ~ \ U~ ~ ,~ ~ ~' ~~~ ~- `~a \ ~~ ~V" RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE 9030(> 1,664.25 0.00 0.00 0.00 0.00 $1.,664.25 RESIDENT NAME MI'S. BARBARA B. ROPER Forme©-01 NIA A 1'%~ finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you! if you have any questions or concerns about your bill, please address them directly to f!' fiscal Services at 790-8220. Thank You! _______ _.~.........~ „~...~ ,.~,.~~., alb ivvicln tsHL"1'1TflUKL'' ** ACTIVITY FOR ROPER, BARSARA;B , 03j28/08 7249402 28 LIPITpR 20MG 01 03/28/08 7309817 B FUROSEMIDE 2OMG O1 03/28/08 7305923 28 pMEPRAZQLE 20MG T O1 03/28/08 7305924 56 OYST CAL D=500 MG 01 03/28/08 7340998 28 LEVOTHYRQXINErlQO 01 04/01/08 7366026 473 DOCUSATE SOD SOMG O1 04/14/08 7371223 255 POLYETHYLENE GLXC 01 04/16/08 7364693 28 CITALOPRAM 10 MG - O1 04/22/08 7309817 1 FUROSEMIDE 2QMG 01 04/29/08 Payment-Thank You MT.HOLLY SPRINGS, PA 17065 -ROPEB 119.51 5.45 24.93 3.52 13.36 15.16 20.60 13 .3 0 5.06 197.47- - ,90306 ,00 .00 .00 .00 .00 .00 .00 00 ,Op .00 119.51c~ 5.45c1 24.93 4 3.52 13.36c 15.16 20.60c 13.30c 5.06c~, 197,47- 0~' i~v ` ?~tia ~;; I _ _ __ _ - --- 177 : 2`8 LEGEND. FAR MONTH Previous Balance Charges this rno~nth Finance Charge_~TOTAI CHARGES 197.47 ~ 220.89 ,_ .00 418.36` FOR ALL PHARMACY RELATED INQUfRES PL~,ASE CALLAIert Pharmacy Services, ___ Statement Terminology on reverse __ _43..1_ .0 NON-LEGEND --- FOR MONTH 70TAL TAX. r Total Pnymant $. Credits ' AM~UNT ~VE 197.47 ~ _ 220.89 nc at 1-£~00-2G8-9954 1~LE1~T PHARMACY SIrRVIC)/S INC. / 219 Norlh Baltimore Ave Mt 11o41y Springs, PA 17065 800-2(,6-9954 (717)486-8606 STATEMENT OF ACCO NT A FINANCE CHARGE OF 1.50 ~ PER MONTH (AN ANNUAL PERCENTAGE RATE OF 18.0) OR A MINIMUM SERVICE CHARGE OF' $ 1.00 WILL BE CHARGED ON ALL AMOUNTS 30 DAYS OR'. MORE PAST DUE SF YOU RECEIVE A bTEW INSURANCi'CARD FOR YOUR ~'RESCRIPTIONS"_$E SURE TO SUPPLY US WITH A COPY. D to 05/31/2008 -- - - _ _-- - _ _ a - ._ ____ ---------- -- __ ---. .___- -------._ _ _ -__ PMT DUE..06/23 0$ ROPER, BARBARA B ROPEB ______._________ ALAN & DOREEN ROPER GRP-7W 415 PEIPER ROAD PAGE 1 -- SHIPPENSBURG PA 17257 Amount Paid PLEASE DETACH AND RETURN TOP PORTION WITH YOUR PAYMENT ALERT PHARMACY SERV.TNC. 219 NORTH BALTIMORE AVE. MT. HOLLY SPRINGS, PA 17065 ** ACTIVITY FOR ROPER, BAR~AF.A-B 04/25/08 7249402 13 LTPI'POR 20MG O1 04/25j08 7372513 13 CITALOPRAM 10 MG 01 04/25/08 7309817 3 FUROSEMTDE 20MG O1 04/25/08 7305923 13 OMEPRAZOLE,20MG'T O1 04/25/08 7305924 26 OYST CAL D 500 ;MG 01 04/25/08 734099.8 13 LEVOTHYROXINE 100 01 05/28/08 Payment-Thank You ,~ ~ ~; ~ 1a~V ~'~~ ~' ~ ~~lu .0 I -_ __ __ - _ _ _ _ _ LEGENIa NC)N=LEGEND, _ _ ._ _ ___ -~ ,-_- _.~_.___ '~__~ _-_- T _ _ FOR MbNTH TotFOR MONTH -"- _ ~ A i AMOUNT DUE revious Balanae^ Charges thfs month Finance Charge TOTAL CHARGES yment & crBaiss TOTAL TAX_ 220.89 ~ 96.96 ~ .00 - 317.85" 220."89 ~I _ 96.96 FOR ALL PHARMACY RELATED INQUIRES PLEASE CALL Alert Pharmacy Services, Inc at 1-800-266-9954 Statement Terminulopy yn n3vor~a -ROPEB - -90306 58.17 ,00 58.17c 8. B5 .00 8.85e 5.17 .°00 ' S . 17c 12.92 .00 12.92 2.97 .00 2.97 8..88 ,-00 8 . S8c 220.89- .00 220.89-