HomeMy WebLinkAbout11-02-09Il`-~ 1y~~ ~~® EX (06-05)
PA Department of Revenue ~
l?ut?au of Individual Taxes ~~.
PO BOX 280601 ~`~ .v
Harrisburg, PA 17128-0601 ' ,
ENTER DECEDENT INFORMATION BELOW
Social Security Nurnber Date of Death
3 ~ 1-40-8284 02/04/200
QecedErt s ! ast Marrs
Seek
Date of Birth
08/15/1949
Suftx Decedent's First Name
Mt
Roy E
(If App;icablej Entcr Surviving Spouse's Information Below
Spouses last Name Suffix
Spouse's First Name MI
Spouse's Social Security Nu-nber
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS
~ t. Original Return 2. Supplemental Return
3. Remainder Return (date of death
4 L;rruted Estate 4a. Future Interest Compromise (date of pr`or tO t2-13-f32)
death after 12-12-82) 5. Federal Estate 'rax Return Required
~ 6. Decedent Died FQState ~ 7. Decedent Maintained a ~ivin Trust
(Attach Copy of Wllt) (Attach Copy of Trust) g 8• Total Number of Safe Deposit Boxes
9. l.it$~3ation Proceeds Received 10. S;~ousal Poverty Credit (date of death t.
between 12-31-91 and 1.1-95) t Election to tax under Sec. 9113(A)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIONS O)ULD 8
Name E DIRECTED T0:
Daytime Telephone Number
.lottnna .J. iCopecky Esq
Finn Marne (IfA.pplicable) (717) 221-1111
The Shagin Lawrroup LL RECIwTER o use oNL P °~`~~}
First I~r~e o` address C.3 ~~ ~. ~'~,
120 South Street t ~ y,~,,%
l"` ~ a 71
C!?. ~ ~"' ~'1
Second line of address
~ ~- Y~ ~
City or Post Offtco "~"~ 'ra
State ZIP Code GAT~LE '• `~
r ;^+ ;,...,?
Harrishurg c.T~ ~ ~,,b
Pa 17101 IV
Correspondent"s a-mail address:
UnCer penalties of perjury, I dec~are that !have examined this rel~rn, including accornpanyiny schedules and s!alemants, and ;o the best of my knowled a and 5
it is true, correct and romp:e:a. Declaration of preparer other than the pers~~nat represartativv is based on alt in
9 ehef,
SIGNATURE Or1 P yS,O~N RESPON51 ~E FOR FILING RETURN forrnaUon of which preparer has any knowledge.
`~ ~ T1~~~~M. ~..~ "~ ~ I;* Ii~~~ V ! ~ DATE
ADDRESS ~~ • /ti/Q~ ~/ a ~ I e. ~ ~~+ (~
t'~1' ~t l 1 ~ G /o ~
~ 31 ~ ,~ Is~~n~-~ ~~r~ ~,~ L~,,~ r,sv~ Ike, k.7/ cf ~ ~ ~~
SIG~IATIJR~~EP[~Eti.ll~~~riiAi~rR~PRESENTATIVE 1 - _
\~ ~~_ _~_ ,i" ~' .:!~ .~ __ DATE
ADDRESS 'J/~ ,i ~ ~~ :: ` r `/ - ,,.~1, ' _ i
r; ~~
_. , j
`- ~ ( ° •^ r
PLEASE USE ORIGIPIAL
l ~C1::a60:i l U58 Side 1
OFFICIAL USE ONLY
INHERITANCE TAX RETURN County Code Year File Numt~er
RESIDENT DECEDENT 21 09 0551
y ~ (y
.M ONLY
150:i605105~~3
i2EV-1500 FX
t S(~56052U:i9
Decedent's tear„e Seek Roy E
RECAPITULATION
1. Real estate (Schedule,~j , . ... 1
2 Stocks and 3onds (Schedule 3) 2
3. Closely i-tetd Corporation, Partnership or Sole-Prepristorship (Schedule C) . , ... 3.
4. Mortgages & Notes Receivable (Schedule D) . , ........ , , 4.
5 Cash, Eank deposits & Utiscellaneous Personal Property (Schedule E) .... .... 5.
:~ Joint'y Owned property (Schedule F) Separate Billing Requested . . ... , G
7. inter-Vivos Transfers & MisceCaneous Nor.-Probate Property
(Sc`~edwe G; Separate Silting Reeuested. .. .... 7.
i3. Total Gross Assets (total Lines 1-7?....... .... _ . 8
9. Funeral Expensra a Administrative Costs (Schedule Fi)...... ....... . . .... 9.
10. 'debts of Decedent. Mortgage Liabilities, & Liens Schedule I) .......... , 10.
~~ 1 Total Deductions (total Lrnes 9 $ 10).......... , .... _ . , .. 11
?2 Net Value of Estate {Line 8 minus Lire 11) ....... ...... ..... 12
ta. 44
C~aritnble and Goverrrr,ental t3equests/Sec 9113 Trusts for which ...
.
;n alection to tax has not been •*,ade (Schedule J) ................. . .. 13.
?4. Net Value Subject to Tax (Line 12 :rims Line 13) .. , . 14,
TAX COMPl1TATION • SEE INSTRUCTIONS FOR APPLICABLE RA"ES
~ 5. ~lmour.t v` Line 14 ;axable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2j X .G~ ?5.
~6. Amount of Line 14 laxaoie
at lineal rate X .r) 45 326.51 16
7. Amount of Line 14 taxable
at sibling rate X 12 1 ~
~~ 8. Amount of ~_ine 14 taxable
at collateral rate X 15 , c
'i5. TAX t)UE ....... .. .... i9.
............ .........
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYRAENT
? 5U5GO:~2U5c) Side 2
decedent's Social Security Plumber
351-40-8284
176,110.20
0.00
0.00
0.00
12,205.87
0.00
0.00
188,316.07
8, 669.93
172,390.33
181,060.26
7,225.81
7,255.81
326.51
15C);~Fi052C?5~3
HIV-t5il0 rX Paye 3
Decedent's Complete Address:
File Number
IECEDENTS NAR1E
SeeK troy E
STREcT,'+,I;JRESS
70r Wa3n:ut pottor~i Road
Cf7Y
Carlisle
DECEDENTS SOCIAL SECURITY NUti16ER
351-40-8284
STATE ~ ZIP
PA 17013
Tax Payments and Credits:
1. Tax Cue (Page 2 Lane 1gj
2. Crsditsl°ay:nents
A. opousa~ aoverty Credit
B. F'r~or 'ayments
C. viscount
fntereSt~Penalty if ap; ,~cabie
0. 'ne'pst
c. Feraay
~1 r
326.51
Total Credits (A + B + C } (2)
Total lnteresUPenalty (D + E } (3)
~. !`Lire 2 is greater than Line ~ =Line ~, enter the difference. Thts is the OVERPAYMIENT.
Fill in ovat on Page 2, .ine 20 to request a refund. ~
,4)
5. .f Li•.e + Lire 3 is greater than Line 2, enter the d.fference. This ~s the TAX DUE.
A. inter the interest on the tax due.
o. Enter the tonal o` Line 5 + 5A. This ~s the BALANCE DUE.
(5)
{5A)
(58)
Make Check Payable to: REGISTER OF iN1LLS, AGENT
326.51
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
'. D,d decedent crake a transfer and: Yes No
a. •etain the :use or income of the properly transferred :......................... t~ C
b. retain the ..^:yht to designate who shelf use the properly transferred or its income : ..............'...........'................,
r,. retain a reversionary interest; or ...................................................................................................................... ^ n
d. receive the promise for life of Either payn'ents, benefits er care? .._ .............................................. .
2 If death occurred alter December 12. 19t32, did decedent ransfer property titiithin one year of death
wvit^out receiving adequate consideration? .....................
3 Cid decedent own an "in trust fur" or payable upon death bank account or security at his or her death? .............. ^
C. C~d decedent o4vn an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary :fesiynation? ., ....... ~ n
IF THE ANSWER TO ANY OF THE ABOVE QUE5TIOI~S IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
For sates 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) perce,~t {72 P.S. 49116 (a) (1.1) (i)].
r"or dates of death on or after January ', 1995, the tax rata 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
`fling a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death o^ or after Jufy 1.2000:
Ttie 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
3do~tive parent. or a stepuarent o! the chitd is zero (O) percent 172 P.S. §91i6(a)(1.Z)J.
The tax rate imposed on the net value of transfers to or 'or the use of the decede~~t's Pineal beneficiaries is four and one-half (4.5) percent, except as noted in
i2 P.S. 69'16(1.2) ;12 P.S. a9116(a)(1)j.
T!~e ±ax rate imr,osed 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)j. Asibling isdefined, under
Section 9102, as an individual who has at least one parent m common with the decedent, whether by bbod or adoption.
~~ Pennsylvania ~ ~C H E~ U L E A
.,,~ DEPARTMEkT OF ?EVf.NUE I
.,,,,.,
I
~c,lA1,;:~ rR!C ft~lURti (REAL ESTATE
I
k=SICi:NT U_Ci:Ci'uT
ESTATE OF FItE NUMBER
Seek F?oy E. 21-09-0551
Atl real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is d~fned as the price at which property
wou~d ~e exchanged bet~veer a wil±ing ouyer and a willing seile; neither being compelled *,o buy er sell, both having reasonabe knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
At~acl+ a copy of the settlement sheet .f the property has been sold.
' 1 ~M :nchde a cagy of the deed showing decedent's :rterest .f owned as tenant in corrmor. VALUE AT DATE
'dU^1f;ER
r ~-
D~:,CRIaTION ~ ~cATii
`~ ~ 926 Petersburg Road, South Middletown Township, Cumberland County, PA
assessed value:139.770 x..26 (CLR)
176,110.20
~_____ r TOT.~t {Also enter on Lire 1, Recapitulation.) (;
:f rrore Brace ~s needed, insert additional shests ~` the Sarre size.
176,110.20
C;r;h1b1UN+NEALTH OF PENNSYLVANIA
INiIERITANCE TAX 42FTi1F2N
itESiaENT CEC;EDENT
~~~~ ~~
CASH, BAiNK DEPOSITS, & MISC.
PERSONAL PROPERTY
c5 iATE 17F
Seek Roy
Include the proceeds of'itioaGon and tie date tea prxeeds were received by the estate.
AU property jointly-owned With right of survivnrshin mucf hn dsee~i.ee.i ,... ~„~._.,..~_
FILE NUMBER
2 °, -09-0551
1~~ ~r~,c a~a~c .~ rcC~Ca, +is@R 840YIOr'al $reei$ 01 the S8!71@ Sile}
Q~.
?r:_ ~~
C:O~L4M'JM1;~f~Ii=ALTf~ OF PE~IySYLVA'VIA
iVN=RITAVCE ?AX qt: rURV
RESIDENT DL;;EUEU"r
FUNERAL EXPENSES &
ACMlNISTRATIVE COSTS
c51Alt JF
~:/ek Rny E
_ Debts of decedent must lie roported on Schedule I.
ITEM t
;'VIJMBER I DESCRIPTIQN
A. Ft)vERAI EXPENSES. r
~ ~ ` Hoffman-Rosh Funeral Home, Carlisle. PA
I
I
a ~ AC1~11NISTRATt!~E COSTS:
t . i ?ersoral Representative's Comrniss~uns
Name o' °ersonal ~tepresenta?ivet;s)
i ~c~~:al Security Nt:rrbe*is)r'i=iN Numfaer of Perso+iat Representativets)
~ Street Address
I
r~'•Y State
I Yea..*(s} Commission paid:
? I Att^rney ~ ees
;
3 Family Exemption. of ceceCent's address ~s not the same as cla~~•ar.t's. attach explanation;
Claimant '
Steel Address
C'.rY State
Relationship of (;!aimant to Decedent
%~. i 'rohate =ees
5. `~ Accaun!ant's Fees
I
6 ± '.ax Returr. Preparers Fees
Reimburse Execu`ars' Travei expenses
i
FILE NUMBER
21-G9-0551
Z'P
Zip
AMQUNT
6,690.93
1,OOG.00
36.00
270.00
673.00
TOTAL rAiso enter on fire 9. Recapitulatio^} I g 8,669.93
;:f more space s seeded. i;user, ad~i;ional shEets ci ;he same size;
'?...4'-512 t:~! ;;t-~8j
~enn~y~vania
~EPAHiMc`:iOF 4FYFNUF
:'~~F~iTA1;,E TAk' RETURN
RFSrc-.NT r~c-o~-Nr
~~~
~~HE®i~LE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
to ~ A t t ~~ FILE NUMBER
Seek Rey E _a 21-09-0551
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, intluding unreimbursed medical eYepnane
(TF~1 ._.T__.__
yi iti~3FR 1
~41em
"~1em
Mem
Weli~
2J08
Elects
TrasF
Febr~
.: ~~~~~. ~NC~~ ~~ ~~eec~o, in52iL da0'ilOrlal s~eets or :re same size.
RFV-1513 EX- ;11-Gfs;
pennsytvania
,~ OEPAR'MEhT Of gEVENUE
:~,r~~;t;~~cE fAX Rcfi:kti
::rcin~r~+ rc.rn:.n:r
~~CHE®ULE J
SENEFICTARIES
carrar~ yr
FILE NUM6ER
Seek Roy t ~ 21-09-0551
RcLATION5NiP TO DEC=DENT AMOUNT OR SNARE
VJ'•1BE~i ~ yAh!E A!1D ACDRESS 0= ~ERSO_N(S} ?ECE?VIVG PROPERTY Da Not List Trustea(s)____ OF ESTATE
Ta~cc.t3~= [iiST~i:BUTI0N5 [lydude outr;gtit spousal disirib~~r~ans and trars`ers t,rder ~ _
I Sec. 5:16 (a) (:.2).]
I
1. !Scott Tilden, •! 520 Centerville Road, Newville, Pa 17241 son 50%
2. I T..-acey Green, 9316 Felsmere Circle, Louisville, KY 40241 daughter 50%
t
I
~ Efv7~R 801 AR dfvt(~klnJ; ~ r(`R ntcTarct;iT*nn;c cun~ur nan~r~ nn. ~ *.~« .~ ,-,~,.,.,..-„ .,. ,.- ....... ___ __. .__ _ ___
TOTAL OF PART II - _NTER IOTA' NOV-TAXABL;: DISTRiBUTIGNS ON LINE 13 OF REV-1500 COVcR SHEET. I~
:` more space Es needed, insert yd~i~lonal sheets of ;he same size.
- s
:Il~lYl~~i\~ ~St
!=l:1)FI?:11.:':2I:i)il' 1;'~!C%V
PERSONAL SAVINGS ACCOUNT:
Account Number/Suffix 243148-d0
Date Account Established 04!0512004
Principal Balance at Date of Death $1,485.72
Accrued Interest to Date of Death 5,09
Total Principal and Accrued Interest 51,485.81
Name of Joint Owner None
PERSONAL CHECKIMG ACCOUNT:
Account Number/Suffix 243148-11
Date Account Established 04/05/2004
Principal Balance at Date of Death $1,861.58
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $1,861.58
Name of Joint Owner None
PERSONAL INVESTMENT SAVINGS ACCOU NT•
Account Number/Suffix 243148-05
Date Account Established 04/05/2004
Principal Balance at Oate of Death $853.96
Accrued Interest to Date of Death $,02
Total Principal and Accrued interest $853.98
Name of Joint Owner None
LOAN ACCOUNT:
Account Number/Suffix 243148-02
Date Loan Established 08/15/2005`
Principal Balance at Date of death $6,865.64
Loan Type Used Vehicle
Collateral Being Held 2002 Volvo 560/Contractual Pledge of Shares
Interest Rate 7 49o~a
Name of Co-Borrower None
"Loan does not have credit life insura nce.
LOAN ACCOUNT:
Account Number/Suffix 243148-03
Date Loan Established 07106/2007`
Principal Balance at Date of Death $9,105.40
Loan Type Home Equity
Collateral Being Held 926 Petersburg Road
Carlisle, PA 17013
Contractual Pledge of Shares
Interest Rate 9.49°!0
Name of Co-Borrower None
"Loan does not have credit life in surance.
_! EI a 1 i_c~lti~~ i )r-;`.~• iC). 1;:,~. 111 ^, ) _ti3 "'
• '~~~'C'~l;llllt'Sf~lll~<<-1,.1`l'1111~;i~al'1_i ~iO~~ (i11i1) ^~c~ -.,i_..~ • '.l'~~"l~:ii:,';'ili~Ci'S~~t.t)rf;
Return Mail Operations
.~..~.~ I'U f?ox 144 f l
~~ Des A.loines. !A 503C6-3411
I I, I I„~ I I I, ~ 11 I „I11 I I I,,, I I, I, 11,1 I I,1, I, I, I, I I i, I,11,111„I
048206 1 AT 0.:346 il2lki41A"lif+~txl(plXi 15(iUt hCNanF 9:is
ROY E SEEK
ALEXANDRIA A SEEK
926 PETERSBURG RD
CARLISLE PA 1 701 5-921 1
,,,Ills„II1r,r,nllU,l,l,lnnl,l,ull,,,tuuu„l,u,n,
Sun>tmary
F'saymert (Principal sndlor ,merest, Eacrov:} W x,053."
Optional Product(s) $0.00
Current Monthly Payment ;1,053.17
Overdue Payments $0.00
Unpaid Late Charge(s) $0•~
Other Charges $0.00
Property Address
92ti i~%ETEk5i3i)12i, RD
CARLISLE PA 17013
ltnpaid Principal Balance 5143,610.22
;Contact Ctislomer Sennce lo! your payofrbarartce)
Interest Rate 5.315°~
tnterest Paid Year-to-Date $1.289.36
Taxes Paid Year-to-Date ~•~
B t
E 5997.06
s
TOTAL PAYMENT DUE 03/01109 ;1,053.17 crow a ante
Activity Since Your Last Statement
Late
Date Description Total Principal Interest Escrow Charge Other
0203 PAYMENT $.053.17 5712.55 -$644.21 5196.41
Monthly Mortgage Statement
Statement Date 02103!09
Loan Number 0644971020
LUStOtller Service
Online
yourwellsfaryomortgage.com
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Hours of Operation
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M• F 6 AM • t 0 PM Fax
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Payments Correspondence
PO Bax 6423 PO Box 10335
Carol Stream, IL 60197 Des Moines IA 503Q6
Important Messages
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~3gF2U4i~tPix?:•uirtCNdPF tr10f+ETt+t:GX)7 ~ S
LAST WILL AND TESTAMENT
OF
ROY E. SEEK
I, ROY E. SEEK, of Carlisle, Cumberland County, Pennsylvania, being of sound mind
and memory, and not acting under duress or undue influence of any person whomsoever, hereby
declare this to be my Last Will and Testament and I do hereby revoke all other former wills and
codicils to wills heretofore made by me. My Social Security Number is 351-40-8284.
All reference made herein to "spouse or my spouse" refers to the person to whom I am
currently married, namely Alexandria A. Seek. By ensuing provisions of this Will, it is my
intention to dispose of my interest in our property; I do not intend to dispose of anything
belonging to my wife or to put her to any election.
I. DEBTS, TAXES AND ADMINISTRATION EXPENSES
I have provided for the payment of all my debts, expenses of administration of property
wherever situated passing under this Will or otherwise and estate, inheritance, transfer, and
succession taxes, other than any tax on a generation- skipping transfer that is not a liability of my
Estate (including interest and penalties, if any) that become due by reason of my death, under the
provisions of THE ROY E. SEEK AND ALEXAI~TDRIA A. SEEK REVOCABLE TRUST
AGREEMENT executed by me on the same date I have executed this Will (my "Living Trust"),
If the Living Trust assets should be insufficient for these purposes, my Executor shall pay any
unpaid items from the residue of my Estate passing under this Will, without any apportionment
or reimbursement. In the alternative, my Executor may demand in a writing addressed to the
Trustee of my Living Trust an amount necessary to pay all or part of these items, plus claims,
pecuniary legacies, and family allowances by court order.
II. PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to my Living
Trust as a result of the Comprehensive Transfer Document signed. this date. If there are any
questions regarding the ownership or disposition of these assets, it is my desire that such assets
pour into my Living Trust in accordance with the provisions of the section below titled "Residue
of Estate."
Will Page 1
III. RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and remainder of my property of every
kind and description (including lapsed legacies and devices), wherever situated and whether
acquired before or after the execution of this Will, to the Trustee of my Living Trust, which, as
stated above, was created by me on the same date as the execution of this Will. The Trustee shall
add the property bequeathed and devised by this item to the corpus of my Living Trust and shall
hold, administer and distribute said property in accordance with the provisions of my Living
Trust, including any amendments thereto made before my death.
If for any reason my Living Trust shall not be in existence at the time of my death, or if
for any reason a court of competent jurisdiction shall declare the foregoing testamentary
disposition to the Trustee under my Living Trust to be invalid, then I give all of my estate,
including the residue and remainder thereof, to the person who is the Trustee (or would have
been the Trustee if the Living Trust were in existence at the time of my death) as Trustee, to be
held, managed, invested, reinvested and distributed by the Trustee upon the terms and conditions
pertaining to the period beginning with the date of my death in the Living Trust, as then
constituted giving effect to amendments, if any, hereafter made, and for that purpose I do hereby
incorporate such Living Trust by reference into this my Will.
IV. POWERS OF EXECUTOR
My Executor shall have the following powers in addition to those conferred by law until
all property is distributed:
(a) To retain any real or personal property in the form in which it is received.
(b) To sell at public or private sales for cash and/or credit, to exchange, and to lease
for any period of time, any real or personal property and to give options for such sales,
exchanges, or leases.
(c) To purchase all forms of property, including but not limited to stocks, bonds,
notes and other securities, common trust funds, life insurance policies and real estate, or any
variety of real or personal property, without being confined to so-called legal investments and
without regard for the principle of diversification.
(d) To purchase securities at a premium or discount and to charge such premium or
credit such discount to principal or income.
(e) To exercise any option arising from the ownership of any investment; to join in
any recapitalization, merger, reorganization, liquidation, dissolution, consolidation or voting trust
plan affecting any investment; to delegate powers with respect thereto; to deposit securities under
agreements and pay assessments; to subscribe for stock and bond privileges; and generally to
Will Page 2
exercise all rights of security holders.
(fl To hold property unregistered or in the name of a nominee.
(g) To mortgage, divide, alter, repair and improve real property and generally to
exercise all rights of real estate ownership.
(li) To distribute in cash, in kind, or partly in each, and to cause any share to be
composed of cash, property, or undivided fractional shares in property different in kind from any
other share.
(I) To compromise claims by or against my estate including but not limited to tax
issues and disputes, without order of court or consent of any party in interest and without regard
for the effect of such compromise on any interest hereunder.
(j) To borrow money and to pledge any real or personal property as security for the
repayment thereof.
(k) To apply income for the benefit of any incapacitated individual to whom income
may or must be distributed for any reason during the period of incapacity. Income not so applied
maybe distributed to a custodian or accumulated, invested and if not sooner applied, paid to such
individual upon gaining capacity.
(1) To join with my spouse or my said spouse's personal representative in filing any
joint income tax return, and to join in any gifts made by my said spouse for gift tax purposes
even if this may result in additional liabilities for my estate. Any income or gift taxes due on
such returns and any deficiencies, interest, penalties or refunds thereon shall be allocated
between my estate and my said spouse or my said spouse's estate, or all to any of them, in such
manner as my Executor and my said spouse or my said spouse's personal representative may
agree.
(m) To apply expenses of my estate permitted as income tax or real estate tax
deductions and to value my estate for estate tax purposes by any method permitted.
(n) To employ accountants, agents, attorneys, investment counsel, brokers, bank or
trust company to perform services for and at the expense of my estate and to carry or register
investments in the name of the nominee of such agent, broker, bank or trust company. The
expenses and charges for such services shall be charged against principal or income. My
Executor is expressly relieved of any liability or responsibility whatsoever for any act or failure
to act by, or for following the advice of, such accountants, agents, attorneys, investment counsel,
brokers, bank or trust company, so long as my Executor exercises due care in their selection. The
fact that an Executor may be a member, shareholder or employee of any accounting, investment,
legal or brokerage firm, agent or bank or trust company so employed shall not be deemed a
conflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any
Will Page 3
manner the amount of or the right of my Executor to receive commissions as a fiduciary.
(o) To invest any part of my residuary estate in, or lend money to, any closely-held
business in which I may have an interest at my death for any purposes incident thereto, including
but not limited to expansion and entry into new fields of business provided that only assets
actually invested in such business shall be liable for the debts incurred in its operation.
(p) To disclaim any interest in property without court approval.
V. EXECUTOR
(a} I appoint my wife, Alexandria A. Seek as Executrix. If my said wife fails to
qualify or ceases to act for any reason, I appoint Scott Tilden and Tracey Green as Executor in
her place.
(b) My Executor shall not be required to post security in any jurisdiction.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and
Testament, this ~/' day of ~ /,~~ ;~~
(SEAL)
Roy E. ek
Signed, sealed, published and declared by the above-named Testator, as and for his Last
Will and Testament in the presence of us, who have hereunto subscribed our names at his request
as witnesses thereto, in the presence of said Testator and of each other.
WITNESS:
' ~cr~ _w
Will Page 4
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND:
I, Roy E. Seek, the testator whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument
as my Last Will and Testament; and that I signed it willingly and as my free and voluntary act for the
purposes therein expressed.
-~~°P~
Roy E. ek
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND:
On this ~ day of ~(`~~ M~tf~.C~L.- Z-~~ ,before me the undersi
geed officer,
personally appeared Roy E. Seek, known to me (or satisfactorily proven) to be the person whose name is
subscribed to the foregoing Last Will and Testament, who acknowledged that he executed the same as
his Last Will and Testament.
Notary Public
COMMOh1WEALTFi OF PENNSYLVA~~q
NOTARIAL SEAL
ANTHONY SCHIMONY Nagy PubNc
c~yo~~,~. . copy
Corrnnission Expires Ju 14, 2008
We, " ~'h'~ d ! the witnesses whose
names are signed to the attached o foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the testator sign and execute the instrument a.s his Last Will
and Testament; that the testator signed willingly and executed it as his free and voluntary act for the
purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed
the will as a witness; and that to the best of our knowledge the testator was at that time 18 or more years
of age, of sound mind and under no constraint or undue influence.
f ~ _ ~ ?z
EAL} Residing at: ~ ~ ~~~~ ~a~ '~
~~ '~~-~ d.~ .~ , (SEAL) Residing at: ~~ ~ ~~ ~~ ~~tS/~uf f ~o`~G:
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND:
Subscribe and sworn to before me by both witnesses, this ~~day of -Q~
.cr
~C9Eb~iut~Ri~iJE~-LTH ~~ PENNSYLVANIA
Notary Public NCjTA~2l~aL SEAL
1~lVTI-i{~iVY S~Ml1~QNY (Voter FjtJbll~
City of Philadelphia. Phi{a. ~otm~
commission expires Jule 14, 20{l~ W~ Page 5
1~VOTARIZED CERTIFICATE OF TRLfST
THE ROY E. SEEK AND A-LE7+~NDRI.A A. SEEK REVOCABLE TRUST
AGREEi~IEIr'T
The undersigned, ROY E. SEEK and ALE~S;ANDRIA A. SEEK hereby certify that they
created a revocable trust tinder THE ROY E. SEEK AND ALE~!-AND1tIA A. SEEK
REVOCABLE TRUST AGREEMENT dazed the same date as the execution of this Certificate of
Trust. ROY E. SEEK and ALI::XA'~TDR%~ A. SEEK, Settlors and Trustees, reside at 920
Petersburg Road, Carlisle, Peruisylvania i 70I 3.-
The undersigned Settlors hereby certify the following:
1 • This Certificate of Trust relates toy THE ROY E. SEEK AND ALEXANDRL~ ,~,
SEEK REVOCABLE TRUST AGREEMENT (the "Trust").
2. The names of the Settlors are Roy E. Seek and Alexandria A. Seek.
3. The Settlors are designated as the Trustees to serve until both of their deaths,
resignations, or incompetence.
4• Upon the end of the teens of the original Trustees, Scott Tilden and Tracey Green are
designated as Joint Successor Trustees..
~. Any Trustee has the power and authority to manage and control, buy, sell, and transfer the
Trust property, including real property and personal property, in such manner as the
Trustee may deem advisable. Any Trustee shall have and enjoy the ability to~ exercise all
powers and rights oven and concerning said property and the proceeds thereof as fully and
amply as though said Trustee were the absolute and qualified owner of the same. This
includes the power to invest in corporate obligations of any kind and to buy stocks,
bonds, and similar investments, to include those on margin or other leveraged accounts.
6. Following the death of both Settlors, the Trust will continue or be distributed in whole or
in part for the benefit of other nam~l Beneficiaries according to the terms of the Trust.
7. While both Settlors are living and competent either Trustee may add or withdraw money
from any accost c~~•ned by the Trust w7thout the approval of the other Trustee, pro ~7ded
that the ownership of funds received and deposited, whether marital property or non-
mantal pr~~, shall remain the same, and the Trustee removing or adding funds shall
gain no additional ownership interest therein than was present prior to the withdrawal
from or addition to the Trust account.
VL.. ir~A .6aVV
Q. ell prop .~ ~ t:ansf~*,-~ ;,,*., ;he Tr.~.* :~~h.:ch h~ ~ or: '„~~ so~,::ce ~ mar*~ r:op...~
snail rerriain marital property unless other provisions shah nave been made fnereio:e.
Certificate of T'rctst Page 1
~. All separate property transferred into th.e T rust reu.ains separate prop ~ ~ ~» ess other
pro~~isions have been made therefore.
10. .Unless otherwise indicated to a prospective transferee, the Trustee has full power to
transfer assets held in the name of the Trust. Subsequent transferees are entitled to rely
upon such transfers provided that the chain of title is not otherwise deficient.
11. The Trust Agreement also states that any bank, corporation, brokerage firm, or other
entity or individual, may conclusively presume that the Trustee has full power and
authority over the Trust Assets and such person or institution shall be held harn~Iess and
shall incur no liability by reason of so presuming.
12. The sites of the Trust is the COMMONWEALTH OF PENNSYLVANIA.
13. The undersigned hereby represent that the statements contained in this Certificate of Trust
are true and correct, and that there are no other provisions in the Trust Agreement or
amendments to it that Limit the powers of the Trustee to sell, convey, pledge, mortgage,
lease, manage, operate, control, transfer title, divide, convert, allot or sell upon deferred
payments Trust property, including real and personal property including but not limited to
securities of all kinds.
14. The Trust has not been revoked, modified or amended in any manner which would cause
the representations in the Certificate of Trust to be incorrect. This Certificate of Trust is
being signed by all currently acting Trustees of the Trust.
The use of this Certificate of Trust is for convenience only and the Trust solely controls as to
provisions and interpretations. Any conflict between this abstract and the Trust shall be decided
in favor of the Trust.
IN WITNESS WHEREOF, the parties have hereto executed this Certificate of Trust this date.
SETTLORS:
Roy E JS~k
~^
Alexandria A. Seek
CO-TRUSTEES:
,-
r ~ ~ ,
~Ov ~ eek
t
,~
Alexandria A. Seek
Certificate of Trust Pave 2
COMMONWEALTH OF PE~II~~SYLVA,"~IA
CO~iVTY OF Cu~EItI.AIv~D
On this, the ~~ day of f' , °7~Ci~ ,before me the
undersigned officer, peTSOna11y appeafed Roy E. Seek, who acknowledged that he executed the
foregoing instr~ent for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seat.
Notary Public
My Commission Expires:
~pM~,~pNV,IEALTH OF PENNSYLVAi~tA
NOTARIAL SEAL
ANTHONY SCHIMONY NotaaY Pic
COMMO ~ Comtr~ss~~. Ph~a 14, ~
NWEAt;,TH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
On this, the r day of ~.~~,~, ?.-vr/~`o ,before me the
undersigned officer, personally app Alexandria A. Seek, who acknowledged that she
executed the foregoing instrument for the purposes therein contained.
IlV WITNESS WHEREOF, I have hereunto set my hand and official seal.
Notary Public
My Commission
p !~ P Y
_ ~
riN'~HONY SG~!~+1QN Y ~~otar~ ~'~
r,~ ~h~tia. Ye2ti~. ~ ~Otlil~y
Certifcate of 'rust Page 3
~~
due a~~. ~~
~ ~~~~~
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