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Home My WebLink About09-17-0915056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box zsosol 21 09 0100 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201-18-5518 12/17/2008 03/30/1927 Decedent's Last Name Suffix Decedent's First Name MI WILLIAMS JUNE M (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 Retum 2. Supplemental Retum 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 CHARLENE FEUCHTENBERGER (717) 530-2614 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY ORRSTOWN BANK ~ ~ First line of address _ ~- '~7 `~' `c ; ,-z.-~ - ~.7 Cry r7 -t ::-7 77 EAST KING STREET ~ -~ c'~ ~~'~ ` ~ ' `~'' Second line of address --'~ `-" -: ri=i PO BOX 250 ? c"~ -~ `: ~~ ~? City or Post Office State ZIP Code DATFiq~D ~ -'f= _ ;-`. SHIPPENSBURG PA 17257 :~ .~- <,~. <-~: "+-~ Correspondent's a-mail address: cfeuchtenberger@orrstown.com Under nal ' s of perjury, I d lar have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is t e, co a and comp) D aration of preparer other an the personal representative is based on all information of which pre arer has any knowledge. SI AT F P RS R IBL F F RETURN pp~T~ 6/ r// DRESS ~ D„~~, ~ f~M~ SIGNATURE OF PREPARER OTHER THAN REP ESENTATIVE DATE Siuplpeil$btg~g, Pt~t 1'7 ADDRESS ~7~ 911 `~ PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedents Social Security Number Decedents Name: JUNE M WILLIAMS 201-18-5518 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. 208,968.17 6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested...... .. 7. 22,213.97 8. Total Gross Assets (total LinE:s 1-7) .................................. .. 8. 231,182.14 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 14,526.09 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 9.75 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 14,535.84 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 216,646.30 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. 216,646.30 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 45 213,446.30 15. 9,605.08 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 3,200.00 17 384.00 18. Amount of Line 14 taxable at collateral rate X .15 1g. 19. TAX DUE ....................................................... .. 19. 9,989.08 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 09 0100 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER JUNE M WILLIAMS 201-18-5518 STREET ADDRESS APT 309 35 EAST GATE DRIVE CITE' STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments _ C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 9,989.08 6,000.00 300.00 Total Credits (A + B + C) (2) Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5g) Make Check Payable to: REGISTER OF WILLS, AGENT 6,300.00 3,689.08 3,689.08 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 :.................................................................................... ...... ^ 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? ................................................................................... ............................... ^K ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to 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-1508 EX+ (6.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER JUNE M. WILLIAMS 2109-0100 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. BANK OF LANDISBURG CKECKING ACCOUNT #0617717 9,853.77 `ACCRUED INTEREST ON LINE ITEM 1 2.99 2. ::BANK OF LANDISBURG CD #062174901 5,213.65 ACCRUED INTEREST ON LINE ITEM 2 4.35 3. ! BANK OF LANDISBURG CD #062174902 18,526.95 ACCRUED INTEREST ON LINE ITEM 3 20.03 4. ~ BANK OF LANDISBURG CD #062174904 9,141.50 : :ACCRUED INTEREST ON LINE ITEM 4 6.16 5.: BANK OF LANDISBURG CD #062174905 4,579.56 ACCRUED INTEREST ON LINE ITEM 5 30.26 6. BANK OF LANDISBURG CD #062174906 6,144.77 ACCRUED INTEREST ON LINE ITEM 6 19.15 7. BANK OF LANDISBURG CD #065199001 1,745.23 ACCRUED INTEREST ON LINE ITEM 7 31.94 8. BANK OF LANDISBURG CD #066430801 1,936.71 'ACCRUED INTEREST ON LINE ITEM 8 0.24 9. BANK OF LANDISBURG CD #066430803 60,557.64 ACCRUED INTEREST ON LINE ITEM 9 ,. . 80.38 10., ,BANK OF LANDISBURG CD #067929101 4,446.32 ACCRUED INTEREST ON LINE ITEM 10 81.28 11: BANK OF LANDISBURG CD #700002550 ,. 6,064.41 ACCRUED INTEREST ON LINE ITEM 11 10.42 12. -BANK OF LANDISBURG CD #062174907 6,649.18 ACCRUED INTEREST ON LINE ITEM 12 0.83 TOTAL (Also enter on line 5, Recapitulation) 3 135,147.72 (If more space is needed, insert additional sheets of the same size) Rx uaLeiilme nuu-ii-~uu7~nui~1 iu Ju URRJIUWII union r uui RUG-17-2009(MON) 10;08 ORRSTOtJN BRNK (FRX)7172II98010 P. 001/006 tGw~ I ~~ ~~~ • , o~„ the an of Land~sbur ESTABLISHED 1903 ~~ P.O. BOX 179 • tANDISBURG. PA 17040 ink records indicate the following account ~{ances on lz/'17/loos for Williams,' June M. SS # Apt 309 35 E Gate Dr Carlisle PA 17015 Acct Soie Jt Acct ened Ow With 1 201-1B-5518 Roger L Will~.ams - son - sa~184-38-0496 5150 Spzing Rd Rog®x had Poorer of Attorney PO Box 117 8hexmaae Dale PA 17090 Balance Account Prior to interest Accrued Number ~ Irtte~ Be_ arina in Brest 3/16/87 POD to Roger L Williams (soa) 0617717 NOW 9,853.77 Yas 2.99 0/07!83 Yes 062174901 CD 5,213.65 Yes 4.35 A/D7/84 Yes 062174902 CD 16,526.95 Yes 20.03 3/11/85 Yes 062174904 CD 9,141.50 Yes 6.16 1/25/86 Yes 062176905 CD 4,579.56 Xes 30_26 7/22186 Yes 062174906 Cp 6,144.77 Yes 19.15 3/16/67 Yaa~ 062174907 CD 6,649.18 Yes .83 ~1/03~/84 Yes 065199001 CD 1,745.23 Yes 31.94 IRA -1/23/86 Yes 065274102 CD 1,733.74 Yes 71.10. IRA -1/23/86 Yes 065274103 CF) 1,360.47 Yes 57.66 __ IRA . ~~ )7/05/88 Yes ~ 0652741{14 C33 521.3b Yas 3.55 IRA )2/15/90 Yea 06527k10S CD 16.397.22 Yea 68.67 ..~ i-r`.'' L~~ r U I.ANDISBURG -717 7893213 • BY BIAIN -536`,3118 SHERMANS DALE -582-8511 ( ~ y - - rcx ud~ei lime nuu-i I-CUUy~I~UIV) IU:7U UKK51UWfV unnn r uur RUG-17_2009(MON) 10.08 ORRSTOIJN BRNK (FRX)717i'_Q98010 P 002/006 `l ~I •1 an of Landi~uur ESTABLISHED 1903 ' ~l~e ~ ~ P.O. Box 179 LANOISBURG. PA 17040 nk records indicate the following account ~~ ~ ,ances on 12/17/2008 for wsi~~ams, 3uae M. SS # zol-Ia-551s ADt 309 35 E Gate Dr Car11s3.e YA 17015 Balance Acct Sole Jt Acct Account Prior to Interest Accrued ~ ene Ownership With u ber T~roe tnteres Beari~ nterest 1/13/87 ~.~ . Yes -- 066430801 CD 1,936.71 Yes .24 8/31/88 Yns 066430903 CD 60,557.64 Yas 80.38 ~~ . ~7/13/90 r.- Yes 067929101 CA 4.446.32 YQS 81.28 X1/28193 Yes 700002550 CD 6,064.41 Xes 10.42 ~.~ ---- ~ 513 ~' ~ _--__ ~. ~~ a3 ~j ~f7, 5 BY ___r_ ______ _____r ____^_ ~..~~ LANpISBURG -717-769-3213 8LA-N - 53b3118 • SHERMANS DALE -582-8511 1 S~ REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, Ot MISC. I NHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JUNE M. WILLIAMS 2109-0100 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 13. ORRSTOWN CHECKING ACCOUNT #106001723 2,393.79 ACCRUED INTEREST ON LINE ITEM 13 0.07 14. ORRSTOWN BANK HOMETOWN INVESTMENT ACCOUNT#106213853 63,200.23 ACCRUED INTEREST ON LINE ITEM 14 38.09 15. REFUND FROM HIGHMARK 229 02 16. REFUND FROM NICKEL FIJNERAL HOME 2 728 97 17. REFUND FROM COMCAST FINANCIAL 24.39 18. REFUND FROM CONSECO SENIOR HEALTH INSURANCE CO 70 89 19 1993 CHEVROLET SEDAN AUTOMOBILE 1,935.00 20 14K YELLOW GOLD DIAMOND RING AS APPRAISED , 3,200.00 TOTAL (Also enter on line 5, Recapitulation) $ I 73,820.45 (If more space is needed, insert additional sheets of the same size) 1993 Chevrolet Cavalier -Suggested Retail Value -Kelley Blue Book Page 1 of 4 ~~~~ 7HI~r~US~>`a~a~sau~zc~ ___. t~~~rr€e dew Gars Used Cars Researefs & >xplQre Chews ~ Revlev+rs~~~~~I~eal~~•s ~ ~rt~rente~ry [a Used Car Prices ( Search Used C<3r Listings ~ Certified Pre-Owned ~ Compare Vehicles ~ Perfect Car Finder ~ Mast Rese Welcome Back (Sign In ~ Create Account ~ My KB8 ZIP Code: 17247. 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Apprgiq~if,,, is mo and".. cup ,upon 'the . exprps : un ersto 'ng ` thot N0 E.fahikii~r~r RESponsibilify is ~ ~ urred 6y pprai ivfng3ot ' ,, n SIGN - - d s s .. y 2 ~• r~ yam • hll / J .. _ ` ' ..~ , rTu~.'~3~..~'y'~a..r,?'~:.>RM.•n~fi4~t tr,.i~.`l~"",t.?, :'rte ~7a'rK.r?'~71!°a~~r?l~'F't ;~{"'~.~~"'ikC~ ~r;~r.~`.-~%c~iF ~.!'~~ Y~~i~' f l ~~" ka:Z3';r'i:~ '~ l00/l00 d O1086D2t1~(Xdp} HNNB N~IOlSaaO _ . ., ~. 02 01 (pHl)6002-Ll-d35 l00 d NNdB NlfOlSabO 20 11 (flHl}6002- <' r r L1-d35 awtl/a~ep xa ORRST0~ITN six A Tradition of Excellence June 2, 2009 To: From: Traci Yohe Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of June M Williams Date of death December 17, 2008 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: CHECKING ACCOUNT Account # Title of Account 106001723 June M Williams Date opened Principal Accrued Interest 01/26/01 2393.79 0.07 106213853 June M Williams SAVINGS ACCOUNT Account # Title of Account CERTIFICATE OF DEPOSIT Account # Title of Account 01/26/01 63,200.23 38.09 Date opened Principal Accrued Interest Date Opened Principal Accrued Interest P.O. Box 250 • Shippensburg, PA 17257 • 717.530.3530 • 717.532.4143 fax ~ ~ REV-15'10 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER JUNE M. WILLIAMS 21-09-0100 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP t0 DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACHACDPYOFTHEDEEDFDRREALESTATE. VALUE OF ASSET INTEREST (IFAPPLICABLEI VALUE ~• BANK OF LANDISBURG IRA CD #065274102 1,733.74 100 1,733.74 2. ACCRUED INTEREST ON LINE ITEM 1 71.10 100 71.10 3. BANK OF LANDISBURG IRA CD #065274103 1,360.47 100 1,360.47 ; 4. ACCRUED INTEREST ON LINE ITEM 3 57.66 100 57.66 5. BANK OF LANDISBURG IRA CD #065274104 b21.56 100 521.56 6. ACCRUED INTERSET ON LINE ITEM 5 3.55 100'' 3.55 7. BANK OF LANDISBURG IRA CD #065274105 18,397.22 100 18,397.22 8. ACCRUED INTEREST ON LINE ITEM 7 68.67 100. 68.67 ' ***BENEFICIARY ON ALL ABOVE CD'S IS SON, ROGER WILLIAMS TOTAL (Also enter on line 7 Recapitulation) $ 22,213.97 (If more space is needed, insert additional sheets of the same size) EV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER JUNE M. WILLIAMS 2109-0100 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL. EXPENSES; _ .. 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 11,300.00 Name of Personal Representative(s) ' ORRSTOWN BANK Sodal Security Number(s)/EIN Number of Personal Representative(s) Street Address PO BOX 250 City,SHIPPENSBURG State PA ~p :17257 Year(s) Commission Paid: -.2009 2. Attorney Fees EBEY & EIL' EY 2,500.00 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address City 'State Zip Relationship of Claimant to Decedent 4. Probate Fees 310.00 5. Accountant's Fees 6. Tax Return Preparer's Fees y. ADVERTISING LETTERS TESTAMENTARY 273.16 . _ _ , . . a. ORRSTOWN BANK REIMBURSEMENT FOR TITLE TRANSFER 96.25 s. ORRSTOWN BANK FOR VARIOUS EXPENSES 46.68 TOTAL (Also enter on line 9, Recapitulation) $' 14,526.09 (Ii more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-G8) ~ Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER JUNE M. WILLIAMS 2109-0100 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-OH) ~ Pennsylvania DEPARTMEN70F REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE BENEFICIARIES ESTATE OF FILE NUMBER JUNE M. WILLIAMS ~~nq_n~nn RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. ORRSTOWN BANK, TRUSTEE FBO: ROGER L. WILLIAMS SON 100% PO BOX 117, SHERMANS DALE, PA 17090 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -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. '9,-,i LAST WILL AND TESTAMENT OF NNE M. WILLIAMS I, JUNE M. WII,LIAMS, of 253 Walnut Bottom Road in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and malting void any and all Wills by me at anytime heretofore made. 1. I direct my hereinafter named Executor to pay all of my just debts and funeral expenses as soon after my death as maybe found convenient to do so. I bring to the attention of my Executor that my funeral arrangements have aheady been made by me with the Nickel Funeral Home in Loysville, Pennsylvania, and the expenses of these services have been pre-paid by me. 2. I give and bequeath my diamond solitaire ring to my sister-in-law, M. Maude Williams, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me, then the same shall lapse and be included in the residue of my Estate. 3. I give and bequeath to my son Rogea L. Williams, the sum of $5,000.00 provided he shall survive me by a period of thirty (3 '0) days, but should be fail to so survive me then the same shall lapse and be included in the residue of my Estate. 4. All the rest, residue and remain nr of my Estate, real, personal and mixed, and wheresoever tbe same maybe situate, I give, devise and bequeath to Onstown Bank, 77 East High Street, Shippensburg, PA 17257 intrust, to feceive and to invest the same and to pay the income arising therefrom at least annually to or for the benefit of my son, Roger L. Williams. Said Orrstown Bank and its successors is authorized and dir~ted to pay from principal such amounts from tip to tip, if any, which said Trustee deems necessary or desirable to be expended for the proper health care of Roger L. Williams, but only to the extent said Trustee deems other resources available to be insufficient to properly provide for his reasonable health care. The Trustee shall distribute the principal of tbe Trust to my son, Roger L. Williams, as follows: One-Fourth (1/4) of the principal five (5) years fiom the date of my death; one-third (1/3) of the then remaining principal ten (10) years from the date of my death; one-half (1/2) of the then rwma;n;ng principal fifteen (1 S) years from the date of my death; and the remainder of the principal twenty (20) years from the date of my death. Should my said son, Roger L. Williams, fail to survive me by a period of twenty (20) years, then any portion of said Tmst not distributed to him during his lifetime shall be paid to such of the issue of his body as shall then be living, if any, there being no such issue as of the date hereof, and if there be no such issue surviving him then in equal shares to his cousins, Adam Sheaffer and Scott Shaeffer, presently of Redmond, Washington, which two cousins are the children of James R Shaeffer who is the first cousin of Roger L. Williams. No title in the Trust hereby created, or in the income ar~n,;ng therefrom, or in lts accumulation, shall vest in any beneficiary and no beneficiary shall have the right or power to transfer, assigrt, anticipate or encumber his or her interest in said Tmst, or the income therefrom, prior to the actual distnbution thereof by the Tmstee to such beneficiary. Further, neither the inwme nor the principal of said Trust shall be liable in any manner, in the possession of the Tmstee, for the debts, contracts or engagements of any of the beneficiaries. S. I hereby nominate, constitute and appoint Orrstown Bank and its successors, 77 East King Street, Shippensburg, PA 17257 as Executor of this mY Lasf Will and Testament, and I further direct that it shall not be required to tut any bond to secure the faithful performance of its duties in the Commonwealth of Pennsylvama or in any other jurisdiction. 6. In addition to the powers confemd by law, my hereinbefore named Guardian of the Estate and Executor and their successors are: a. To invest any part of the tnrst corpus in such securities, investments, or other property as maybe deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorgam~ation of such corporations; to consent to the leasing, mortgaging oar saale , ~. r~J - ~~ ~ of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; [o pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investmcnt in such corporations; [o exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under bust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound ro inquire into the expediency or propriety of any such sale or to see ro the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of 5duciary duties, ro employ counsel and [o determine and ro pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or mcome such other reasonable expenses and charges as maybe necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the bust, to make such division or distribution, either in cash m in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or ProP~Y or any undivided interest therein to any one or more of such shares, and ro that end may appraise any or all of the property so ro be allotted and the judgment as ro the propriety of such allotment and as ro the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain and invest in shares of stock of my Trustee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trost corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. 1. To determine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution ro a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year ro another. ~ ~. ~ ~~ ~~ IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on three (3) pages, [his .~/~'~' day of ~~~ , 2001. ~~ r~o~~ ~ ~> (SEAL, ~M. Williams Signed, sealed, published and declared by NNE M. WILI.IAMS, the Testatrix abovc- named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~~~. ~ c~ ~. ,A ,~