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HomeMy WebLinkAbout12-28-09,i~F.. ~t ~1 Y t II..L.:% L7 2 ~ ! ~ f'. ~ .. Q ~ O /~.~i~/~ Ql O~J-- •Z +f~ a.~-•~oMO /~~ ~. ,~ ~ o cn ~ UQ ~o ~ f1,~}l ~ W ~t r ) :.. ..~~. M n r- N V ~ ~~ ~ tia o N N O w ,, '_' ti~ N J ~ •. h ...~. ;.r• ~1.. ~~ ~ _ • ; _a N . ' t_.a `~ w :-- c~ ~ ~. c~ C OYNE & C OYNE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne Lisa Marie Coyne Jaime L. High Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Madam: 3901 Market Street Camp Hill, Pennsylvania 1 70 1 1-4227 December 23, 2009 717-737-0464 Fax: 717-737-5161 www.coyneandcoyne. com ~ ~~ _ ° -,~ rn _~ cx3 ~; .._ _::~ Re: Estate of Jane L. Eichelberger, Decease? -v ..+ r :~~' ~~~~- _; ^~~ `~ _ ' No. 21-09-0284 ~. ca .. ~--;; `- -= co ~ , We represent the Estate of the Late Jane L. Eichelberger. Enclosed please find an original and two copies of the Inheritance Tax Return for this Estate. Kindly docket the original and return to me a "clocked-in" copy with the enclosed envelope. Also enclosed is payment of the Inheritance Taxes as well as the filing fee for the Inheritance Tax Return. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE & COYNE, P.C. Marie Coyne LMC/amd Enclosure cc: Mr. Larry E. Eichelberger, Co-Executor Mrs. Judith A. Snell, Co-Executor COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT EICHELBERGER LARRY E 51 1 SHARON AVENUE MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 179-12-4695 FILE NUMBER: 2109-0284 DECEDENT NAME: EICHELBERGER JANE L DATE OF PAYMENT: 1 2/ 28/ 2009 POSTMARK DATE: 1 2/23/2009 COUNTY: CUMBERLAND DATE OF DEATH: 03/ 15/2009 REV-1162 EX111-96) N0. CD 012147 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $5,515.41 TOTAL AMOUNT PAID: REMARKS: RECEIPT MAILED TO ATTY CHECK# 1047 SEAL INITIALS: JN 55,515.41 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 2sosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 09 0284 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 179-12-4695 '. 03/15/2009 '. 11/21/1921 Decedent's Last Name Suffix Decedent's First Name MI Eichelberger Jane L (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 FILE D 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 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death ,. 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Lisa Marie Coyne, Esq. (717) 737-0464 Firm Name (If Applicable) __ _ __ _ REGISTER pF wlj~ USE ONLY ~ Coyne & Coyne, P.C. ~-Q ` `-~' r :-x t ~ ~ ~ `-- ~ - t~ - ~-r, ~~_ a First line of address r~ ~ ~ I :~~ r-- ~ ' :y ' -' ~ ` , 3901 Market Street ,: , ~-_ -~~ .: c~ , , ~ ~, ; , ... ~ --- . _, ... Second line of address . -~ ~- ~'~ ~--~y ~"""~ ~~~ _. _. ~' City or Post Office State ZIP Code DArE ~t~~ .. ~ ~ _~ W ~ ~ ~ _~..T Camp Hill PA 17011-4227 Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF ERS N R PO IBLE FOR FILING RETURN DATE ! ADS Judith A. Snell, 1105 Cherrington Drive, Harrisburg, PA 17110 SIGNATURE OF ~ ~1C T'. DATE ~ ~~ ~ ADDRESS t Larry E. Eichelberger, 511 Sharon Drive, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number Jane L Eichelberger 179-12-4695 Decedents Name: RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 243,900.00 2. Stocks and Bonds (Schedule B) ....................................... 2. 1,086.00 __ 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. 59,388.87 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. 56,500.00 8. __ Total Gross Assets (total Lines 1-7) .................................... __ _._ __ _- 8. 360,874.87 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 52,417.87 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................ 10. 175,892.25 11. Total Deductions (total Lines 9 & 10) ................................... 11. 228,310.12 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 132,564.75 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. ' 10,000.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 122,564.75 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 45 122,564.75 ' 16. 5,515.41 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. 5,515.41 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 0284 DECEDENTS NAME DECEDENT'S SOCIAL SECURITY NUMBER L Eichelberger 179-12-4695 Jane _ STREET ADDRESS 3820 Conestoga Road CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments 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 Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 5,515.41 0.00 0.00 5,515.41 5,515.41 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 :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :............................................ ^ c. retain a reversionary interest; or ..............................................:........................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ® ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to 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 isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ,. COMMONWEALTH OF PENNSYLVANIA Iii INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EICHELBERGER, JANE L. SCHEDULE A REAL ESTATE FILE NUMBER 21 - 2009 - 0284 All real property owned sole)y or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 3820 Conestoga Road, Camp Hill, PA --- Settlement Sheet 243,900.00 TOTAL (Also enter on Line 1, Recapitulation) ~ 243,900.00 10/29/2009 15:40 7176719676 HOMESALE SETTLEMENT PAGE 01/03 lolm I N10•t (dl4fil ~ IgrNboalt 465.4 PrevW.w aEN10M ire oeaebte A, Settlement Statement U.S. Deparhr+eni of HousinD end txban Dalral0pment OMe Approval Wo 2002-02119 (expires 711302009) m. f r v. wan OFHA 2. OFmHA 3. f-t,0nv, Unhs. B, File Number 7, Loan Numlxsr & Mortgage Insurance Case u 1 , VA OB•713 00727842 4 , C. Note; gfrllf m4rkeN •twaar+w• v*+ Mff f~eebG ~11°'~'0NA ^"~ " w,pf.f fnd frn nel bfoxfdfd N Nu la.l.. TiOeExpress 58tUemani 5ystam P nlua. wbn Pd 1 16. wM(w k~nfb4 rrew w"~°`re o b ~ ew a '~ ~ a ~ ~,a d ~~ w~~rewbee ane nT r x D, NAME OF BORROWER: GREtoG A, LESNIEwBKI DDR 3962 Chostnut St. Cam HiN PA 17011 E. NAME OF SELLER: EBTATE OF JANE L. EICHELBERGER p~ ConeBt a C m Hill A 17011 NAME OF LENDER: MotLlfe Home Loans, a Division of MetLHo Bank, N.A. F , DRESS• 681 Andaman Drive 3uito 42 Pl bur P 16220 G. PROPERTY ADDRESS; 3820 CONESTOCiA ROAD, HAMPDEN TOWNSHIP, CAMP HILL, PA 17D11 Ham a townshl SETTLEMENT AGENT; Homasala Settlement Servicoa, Inc. H . P CE OF 5EfTI.E T• 4309 Li lottown Road 717.871.8 6 Fax 717.671.8876 Harrisbu PA 17112 ENT ATE' 1DI2912009 I A , CTION: GROSS AMOUNT DUE FROM BORROWER 400. GROSS AM UNT DUE TO SELLER 100 . 101. as 243 900.0 1. C Iq ' 43 900.00 102. d Per 1 P 103. t ch r Nna 1400 ti 675.98 104, 404 1 5. ~' Ad :trnenta for Items aid seller In advance Ad stmanta for Items b seller In advance taxe 1 1213 09 110.40 407. n taxes 10!29109 12131!09 10 110.4D , had Tax 10 9 08130! 151D.91 408. S axes 10 109 0013W10 108 1 51 .91 . 109, war 10129109 1213U09 87.24 Se 10128109(012131109 87.24 11 4 0, 111 11 120. GROSS AMO N?DUE FROId RROWER 252294.54 41 4Z0. GROSS AMOU DUE TO SELLER 245 618.55 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. RHDUCTKiNS IN MOUNT DUE TO SELLER 01. Da 10r 202, uM d n 5 D00.0 195120.00 s ent0h er Nn 14 859.95 0 . Fxistln en au 003. s to 20 . 4. P o8• 1 170 698.42 Financial raedom 0. ~ 906. 207, ~7• 206. 09. Ad ustmerrts for items un aid b sailer Ad'ustmanta for items un aid sailer 213. 214. . 219. 1 2 6. 16. 7, 517, 21 18, 219. 22D. TOTAL PAID BYIfOR BORROWER 200120.00 520. TOTAL REDUCTION AMOUNT DUE ELLER 185 759.37 300. CASH AT SETTLEMENT FROM OR TO BORR OWER 800, 3H AT SETTLEM NT TO OR FROM 8ELLE R 301, s amount (ne 12D 2294.54 601. Gross due to seller I 145 8 8.56 3 mounts r ine 200120.00 602. Lw re nt due weer iln 1 BS 759.37 303• CASH FROM BORROWER 5 174,54 603. CASH TO SELLER 59 859.18 S,U,eOISfTgIfrU~TeE FORM 109f1 atl.llR aTATEMyE~NppT,~Thb In~lpaunlNrbpl mnYlrwd hb~fln k M~7alxil bx y,(~,yNon aM If lep~p IIrrMIeG W 1M Wlmtl Revewb Nyou tln teglMb 1b iib b nWm, IiM Aal bbbM~~bn Gmf I• xN bd IMS anbbtbdlNa Wm Is RCUnd p bn roPORbf uW NN NIB GlwmMrn In31 R lib! nol Dben reponad. The Cahw1 Rkf dnlalbad bn TELLER INaTRUCTgNS• N fllf IW f.wle hsf yefr pidMl rnlAeroe.Oe fam2179. Etle er EwlunYe d MndW Reotdtnoe, fbr MYWNti WM rev Il~eme fax nelum:lar odmrlmneaCYem. cempNe Nie bPpbr~bN pata br Famf 4717, -dmbp2nNl wwllcr athWWe O {Pam 1a1~, w f~ilWiol Io~wM a e"w~ap~~ban~~~now~d h a+`. erPelw~n tO1°~r m~ai a nwu~br w~i New wI.mem e~0nn eo°ar~iwxaw a~elh~ ni: e"ieAa."Nen ~ actiER(91 axiN4TURG(6~: Sfil.L6RNf) NEW MAp.IN6 ADDR6S0; 10/29/2009 15:40 7176719676 HOMESALE SETTLEMENT PAGE 02/09 F~nMOUe xdlllarw nneEtolN1 f01n1 HUD.1 t0f00t N(I4nntlE0EN 4001,2 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Flle Number. 09.713 _ _ . ^ ^• M PAGE 2 ~1,C11LC1YIClrf1 .71n~s=m~n~ ~• •~~~ L. SETTLEMENT CHARGES 700, TOTAL SAI.ESIBRgISER'S COMMISSIt)N baaetl on ce S243 900.00 = 9 7 .00 ~~~~ PAtD FROM BORROVYHR'6 --- PAID FROM SELLER'S . ~ ~ FUNDS AT FUNDS AT 701 7292.00 b PruderlH Nomesale Services rou SETTLEMENT sETTLteMENT X02, 2464. Re•Max oeiates Comm t 7 B er Fee to e•Max Rea Associates 9 766.00 150.00 900. ITEMS PAY 15LE IN CONNECTION N11TH LOAN 1 ' Inatbn X D rn 803, Julia Stouffe LR 416.00 Credit R to Total Credit Service LR 20.00 . 8 ' r Fac Metllh Home Loans a Divis of MetLife LR 806. and MetLife Home oars a Division Of a ife LR . T SerWce F to To Mo s s Solutio LR 2 0 300A0 90.00 6. I nt Fee MetLife Home Loans a Divielon of Metlife LR 2 ao9. ion Federal Flo 10. Wlre F fo MetLife Home Loans a Division of Mat fe LR 35.00 11. 900. ITEMS REQ IRED BY LENDER TO BE PAID IN ADYA E 90t n t From 10!29!2009 1110112009 27.1000 !d 3 D s R 81.30 902, Msurenm to 903. Haz mium to 1 P.O.C. 5 8.00 8 er 904 905. 1000. RE k-RVES DEPOSRED VV11'H LENDER FOR 1001. Haze I 3 46.50 Imo LR f 39.fi0 2. Mort mo 3. Cd T nw. Imo 004. Coun P 10 fi473 LR 1 Taxea 5 mo 19 , LR 547.30 981.65 1009. s uatm MetLife Home Loane a Division of etlife LR -738.64 0.00 1100. TRLE C GES 11 1 Cbsln 1102. Ahst r 6 1103. TNIe ex t .TieM 1 P 1t Nota Public 000 10 11a7. an inrJudes above It 110. I First ArnericanW53 1420.88 k ms No: 1101110211091104 Standard Reissue Rate 1108. Len 19b 120A0 - 110. Owner's Pd 243 900.00 •1 20.88 11 End 100 300 o First AmerlcanWSS 150.00 1 1113. I r First AmetitalnU193 75.00 1200. GOVERNMENT RECORDIN A TRANSFER CHARd S 1 Re~rdhl F 50.50 ~ Mort 76.50 ~ Release 127.00 1 n e 498.00 2439.00 1 T 439.00 • Mort 6 2439.00 12 1205. to Recorder of Deeds 37,00 1300. ADDITIONAL SETTLEMENT CHARGE 1 1 130 Waived 1303, Nitre F to Homesale Settlsmant Services tits. 11.OD 1 . In emet Doa t Homesala aM SarvfCes Inc. 50.00 1305. andii Fee to Prudential Homesale ices Grou 25.00 30 0 1306.Oe io Re•Max Res Associates 125.00 t307.2008•tOSc to Mich a La an Treasurer 2 07.95 1 OB. Other Diebursem 195.00 5.00 1400. TOTALS EINENT CHARGES ant on I' J 502 Seed 9 675.99 14 859 95 NUD CeRTIICAnTryIOM Of 6UYaR AND 8FLL6R IIhNa ine~xa~. I h'~p0m1f c~tl~01 recfaN[0 a COOY dM MWigaaHens4 ~Md. M k a bun anA newmll ftebrtlelh d d apM4 end tlbhunenxnb 10Me On ONeewu~N vby m+ wARNr+o:n•raACR6rsTO~~TATCn~raNTSroTNe Tnn-ruo-~ ~rnawemenrwraa~ir+.wF~.vw~dbaw. .~1aa,aorws~aa~. UN7e0 6TATa6 ON THI6 OR ANYB f• TKi UFON CONVICTION I ~ q r uad qux Ne funds Ip b~ d1WvwOJ/~e~~ 0b WkrtwO, CAN INOI.UOa A FW6AND IM b A ai6 T1Tli 11: '//1 / U.S. CODE SGGr10N 1001 AND 8eG'TIDN 1070. /'~f I ~ /1 A 9Y. ,. ' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EICHELBERGER, JANE L. SCHEDULE B STOCKS & BONDS FILE NUMBER 21 - 2009 - 0284 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1 ~ 150 Shares of ING Group NV (INZ) (held in Smith Barney Account) UNIT VALUE 7.24 TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 1,086.00 1,086.00 senate Avenue, 7th Floor r.0 Box 8853 Camp Hill, PA 17001-8853 Tel X17)737-6500 Toll Free (800)433-8186 Fax (717)737-0800 o ~~ n~ a~ ~, 7~ ~~ V '~ °~ -~ n l o \~ i O ~-.~ ~ F b a~ U M M cV - ' O. ~ . . . oo : . ~ ~ . mot. ~i~. ~ oo ~ ~ ~ ~ ~ ~ 64 64 6~} Ed9 O C ~ ~ ~ ~ ~ ~ r/1 M C/1 ~ '~t d' O O 4.i C ~ [\ O O •-~ ,--~ ,--~ fit' ~ ~ O ~ ~ Q ~ . O E-~ p W a ~ ~ s~ ~ ~ °' • Z ~ a ~ ~ ~ . a~ ~o ~ .Q ~ ~ ~ ~,~ ~ 4"'" ~ ~ h U ~ ~ ~ ~ ~ ~ ,ti as ~ ~ ~ ~ Q h ~+ O eD G~~.~ r ~'E~o -o c~. o ~ ~ ~° ,,//~~ ~ ~.y ~ `J O ~ ~ ~9 ~s .~ ..._ -+'~ " 'y ° 0 ~ ~`~ Q ~ ~ _~ ~ ~ . .~ Q- ~"" ~m~~ o _ U .~- •+r G O O =~ ~ ~ ~ ~ -. C ~ m yy f- ccv V3 .~ o ~:ESmithbarney ~ ~' ~ V'V ~ Q ~ ~ ~ (73 ~ a3 ~ i~ V O ~a~a,~m~ i C O 'c~ ~- ~ ~-+ ~ U U _ ~ a- ~~ ~ ~ ~ ~ _ L ~ ~ •~ ~ ~ -~ ~ C '~ ~. ~ L3"~ ' ~,,'~~ W Q ~ O ~ ~ 3~ U C - Citigroup Global Markets Inc. The information set forth was obtained from sources which we believe reliable but we do not guarantee its accuracy or completeness. Neither the information nor any opinion expressed constitutes a~solicitation by us of the purchase or sale of any securities. J SCHEDULE E CASH, BANK DEPOSITS, & MISC. • COMMONWEALTH OF PENNSYLVANIA ~ PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT _- - ESTATE OF EICHELBERGER, JANE L. FILE NUMBER 21 - 2009 - 0284 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH _- --- -- - 1 PNC Bank 10,319.69 Checking Account 2 Citigroup CD 41,761.13 3 Western Asset Money Market .167.51 4 Bank Deposit Program (Smith Barney Account) 15.54 5 1987 Cadilac-- Private Sale Proceeds 1,500.00 6 Jewelry Per Appraisal 2,625.00 7 Misc. Furniture and Contents of House 3,000.00 TOTAL (Also enter on Line 5, Recapitulation) ~ 59,388.87 X009 2:3bPM PNC BANK 412-705-2?47 No, 1340 P. 1/1 ~- +ww...... y .,,y,,«... ,~ ..war , . ...;. • ~~~~~ April $, 2009 ~ - • Lisa Niaa~e Cayne, Esq. CoyIIC ~ COyIIC 3901 Market St Camp I-litl, pA 17011-4227 RE: JaAe L Eichelberger SSN: 17912-4695 DOD: 43-15-2009 Dear 1VIs. Coyne: In response to your request for Date of Death ~DOD~ balances for the cust~-x~r doted above, our records show the following: CLecladng Account • Acct # 514001$045 Established: 0-01-1959 • JANE 1. EIC~L,SER~ER DOD balaneC: $10,319.U9 + 0.60 atcr~ud in#enst ' Please Hate that this office provides date of death balances for deposit ace©urrts (IRAs, CDs, Checking sand ' Savings)- We do not parocess a>a-y financial transactions or provide ~tateme~. If you naed ~si~ace with any of these items, please call 1-S88-PNC-BANK ~1-8S8-7b2-2265) ar stop by Your local PNC Bank brar-ch office. 5i~cerely, . -; National Financial Services Center PNC Bank, N.A. Member FDIC Page 1 of 1 M'V M M~ S ~w~~~ Jto~cE 34 WEST MAIN STREET MECHANICSBURG, PA 17055 APPRAISAL Phone: 717-766-9422 APPRAISAL Appraisal for: Estate of Jane 6chelberger March 20, 2009 Lady's diamond solitaire ring. The ring consists of a diamond weighing approximately 1.20 carats. The diamond is of good color, cut and imperfection grade. The diamond is set in a six prong 14 karat yel- low gold solitaire ring mounting. Estate value: $2500.00 Lady's diamond pendant. The pendant has a sunburst design. The mounting is 14 karat yellow gold, and set with a .25 carat round-brilliant-cut diamond. The pendant hangs on a 14 karat yellow gold curb chain. Estate value: $125.00 This appraisal constitutes our carefully studied opinion of ^ the retail replacement cost through our facilities Q9 the distress sales nature value of the article(s) descnbed above insofar as the mounting(s) have permitted observation. We assume no liability with respect to any ac#io at may be taken on the basis of this appraisal. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY EICHELBERGER, JANE L. FILE NUMBER 21 - 2009 - 0284 __ _ _T__h_is schedule must be completed and filed if the answer to any of uestions 1 throu h 4 on a e 2 is yes. 1 DESCRIPTION OF PROPERTY % OF ITEM I, Include the name of the transferee, their relationship to decedent and the date of transfer. DATE OF DEATH EXCLUSION TAXABLE VALUE NUMBER VALUE OF ASSET DECD'S (IF APPLICABLE) Attach a copy of the deed for real estate. INTEREST i - --- - --- 1 ,Advance to Son, Larry Eichelberger 60,000.00 3,500.00 56,500.00 TOTAL (Also enter on line 7, Recapitulation) ~ 56,500.00 SCHEDULE H . ' ` ~ I' FUNERAL EXt~ENSES & COMMONWEALTH OF PENNSYLVANIA it ~~~~ ~ I J INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EICHELBERGER, JANE L. Debts of decedent must be reported on Schedule I. FILE NUMBER 21 - 2009 - 0284 ITEM DESCRIPTION NUMBER I _ __ q, {FUNERAL EXPENSES: 1 !, Malpezzi Funeral Home 2. ', Reception I 3. ~, Headstone Engraving 4. ~ Honorarium B. ,ADMINISTRATIVE COSTS: 1. ', Personal Representative's Commissions AMOUNT 14,863.37 500.00 200.00 100.00 Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Coyne & Coyne, P.C. 3, i Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ii Claimant 4. Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills of Cumberland County 5. Accountant's Fees 6. ', Tax Return Preparer's Fees 7. Other Administrative Costs 1 II Postage ~'I 2 ~', Legal Advertisement-- Cumberland Law Journal Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 7,000.00 314.00 88.00 75.00 29,277.50 52,417.87 Schedtale H ,. C p COMMONWEALTH OF PENNSYLVANIA C « INHERITANCE TAX RETURN ~~ ~'~ ~~~ RESIDENT DECEDENT ESTATE OF EICHELBERGER, JANE L. 3 Legal Advertisement-- Patriot News 4 ',, Woof Appraisal Group 5 ' Repairs Required for Sale of House 6 ' Tax Preparation 2008 7 ' Prudential Homesale Services Group-- Realtor Commission 8 Closing Costs for Sale of Real Estate 9 I~, Filing Fee-- Inheritance Tax Return 10 ' Reserves 11 Estate Checks and Charges 12 ~ Know Sewitt Mold Treatment ~II 13 ~ Joe Byers-- Trim Trees 14 ', Blizzard Plumbing 15 Rupperts Lawn Care 16 i Sudden Death Pest Control FILE NUMBER 21 - 2009 - 0284 130.31 300.00 7,481.28 275.00 9,906.00 4,953.95 15.00 2,000.00 64.35 318.00 560.00 2,307.95 864.96 100.70 Page 2 of Schedule H ' ' SCHEDULEI DEBTS OF DECEDENT, MORTGAGE • COMMONWEALTH OF PENNSYLVANIA ~ LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EICHELBERGER, JANE L. Include unreimbursed medical expenses. ITEM NUMBER -- - -- -- 1 Finacial Freedom Mortgage 2 Sewer/Trash 3 Vascular Assoc. 4 Loyalton of Creekview 5 Holy Greek Trinity Orthodox Cathederal 6 Holy Spirit Hospital 7 PP&L 8 PAWC 9 Real Estate Taxes 10 Homeowners Insurance FILE NUMBER 21 - 2009 - 0284 DESCRIPTION AMOUNT 170,899.42 554.56 10.00 60.27 50.00 85.00 544.93 150.00 2,951.59 586.48 TOTAL (Also enter on Line 10, Recapitulation) ~ 175,892.25 REV-1513 EX+ (9-00) ' ~ ~ ~ ~, SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN . RESIDENT DECEDENT _~ _ __ _ _ ESTATE OF EICHELBERGER, JANE L. ---- ----- -- - -- NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY i I TAXABLE DISTRIBUTIONS (include outright spousal distributions) • 1 Judith Snell 2 Larry Eichelberger 3 Kim Huggler 4 il', Kelly Painter 5 Mark Snell 6 I James Eichelberger 7 Robert Eichelberger 8 ~' Michael Huggler 9 Steven Snell RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE Daughter Son Granddaughter Granddaughter Grandson ', Grandson Grandson Great-Grandson Great-Grandson 1/2 of Residual 1 /2 of Residual 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 2,500.00 See Continuation Schedule(s) attached Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover II. jNON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Good Shepherd Roman Catholic Church 2 ~, Holy Spirit Hospital 5,000.00 5,000.00 TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SH FILE NUMBER 21 - 2009 - 0284 10,000.00 i ' ~' SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued • INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EICHELBERGER, JANE L. -- __ _.. NUMBER '. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY - - _ _ __ -- AXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under I. Sec. 9116(a)(1.2)] 10 ~ Matthew Huggler 11 I~, Sarah Roberts 12 Jeremy Roberts i 13 ' Tyler Roberts 14 ~, Kyle Eichelberger 15 ~ Katie Eichelber er g 16 I John David Huggler 17 'I Hanna Sharp FILE NUMBER 21 - 2009 - 0284 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE Do Not Llst Trusteelsl Great-Grandson 2,500.00 Great- 2,500.00 Granddaughter Great-Grandson 2, 500.00 Great-Grandson 2,500.00 Great-Grandson 2,500.00 Great- j 2,500.00 Granddaughter Great-Grandson 2,500.00 Great-Great 2,500.00 Granddaughter Page 2 of Schedule J ADDRES~ DECj~ENT STET: ~~ ~/~~.',~i ~ Cis, CITY: ~ I __ T E: ZIP CO~ ~: NAME AND ADDRESS OF PERSO EQUESTING TH/}E' OPENING OF THE SAFE DEPOS BOX NAME: / ~ ~! ~ ~ ~ ~ ~ ~.~Ty N~ STREET AD E S: ~ CITY: TE: ZI ~ OpE: NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PR SENT AT THE BOX OPENING a. NAME: T ^ 'V U u N~ ~ CAL RELATIONSHIP• /J ~ (~O " ~ - Y STREET ADDRESS: ~ CITY: STATE: ZIP CODE: b: NAME: ~ ,k RELATIONSHIP: STREET ADDRESS: ~ CITY: STATE: ZIP CODE: c. NAME: RELATIONSHIP: ~ • STREET ADDRESS: CITY: STATE: ZIP CODE: NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED NAME: n~ ~ ~a~ M /' STREETADDRES / ~ ~i C TY: /--~STATE:t! ZIP CODE: / IQI~~T~~? NAME O PERSON MAKING Lq~T NTRY DATE AND TIME OF LAST ENTRY DATE.OF CONT CT TO RENT BOX NUMBER OF BOX l/-~ 6 (0 3 ! TITLE UNDER WHICH BOX IS REGISTE D l~7~/ E L• r NAME AND ADDRESS OF. PERSON(S) HAVING ACCESS TO BOX a. NAME: b. NAME: ~Q! ~~ ,~. ~ke l~ STREET AD,~DR~/SS: ~ ~ ~ ~ ~, STREET ADDRESS:b CI TATS: ZIP CODE: e cam. i y~ .~ v CITY: ~d- r3 Gr STA ZIP CODE: ~°,~- ~ ?~~ o NAME AND TITLE OF EMPLOYEE ING THE INVENTORY WAS A WILL IN THE BOX? ^ YES ~ NO If yes, a. Date of will: b. Name and address of personal rep esentative, if named in the will NAME: STREET ADDRESS: CITY: STATE: ZIP CODE: c. Name and address of attorney, if any NAME: STREET ADDRESS: CITY: ' STATE: ZIP CODE: ~7 L 48500041046 4B500041046 Page of c e ~~ n~PC~~IT BOX ItrfVEteITORY REV-485 tx v~^ ~- "~ ~ • - - - - - - INSTRUCTIONS (1) Cash: Report total only. warrant or other rights found in box. Stocks are to be designated by referred certificate , (2) Stocks: List in detail every common or p date of certificate, name in which stock is registered, and number of shares and class of stock. ate number rtif , ic name of company, ce (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) last date appearing in book, name of bank k f b , oo (5) Bank and Savings and Loan Passbooks: State name of depositor, number o and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. ss: List and describe as fully as possible. d bt ne e (7) Deeds, Mortgages, Current Insurance Policies or other evidences of inde (8) All other contents. - (9) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG, PA 17128-0601 ITEM ITEM DESCRIPTION NO. - _ e tt ~ ~ ~ - x~ d'0 G~. l • 2 _ a ~. y 080 ,~- v r ~" , r I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF - COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY: CORREC SIGNATURE SIGNATURE ,.~- ^--~ PRINT NAME AND CHECK APPROPRIATE BOX BELOW: PRINT NAM ~ _ ~~ ~ t PRINT TITLE DATE CHECK APPROPRIATE BOX: Executor(trix) ^ Administrator(trix) !~ ~r~/ w ~ ~ " d ^ Estate Representative ~ Joint owner of safe deposit box NOTE: Attach itional 8'/z' x 11" sheet(s) if necessary or use duplicates of this page of form. to require disclosure of Social Security numbers in connection with administering state tax laws. The Department; uses the §405 (c)(2)(C)(i) C 42 U S l b , . . . aw, y The Department is authorized Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information agreements _ „_____...,...~a~.~,...,,...,,.,.,o~ ~,,,., ~iicrlnelnn c~nfirlantial tax information except for official purposes. ~o°°/ '$~ with Federal and local tawng autnor~les. I ne stage raw Ni vi ~~~~~~ ~~ ~~ ~~~ ~ ~~ ~ ~~~ ~..~u,,, ~ ~ r~ REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA ~~..'~„ CERTIFICATE OF GRANT OF LETTERS No . _ PA No . 2 ~ - 09- 0284 Estate Of : JANE L E/CHELBFRGFR (First, Middle, Last) Late Of : HAMPDEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No : ~ 79- 72-4695 WHEREAS, on the 25th day of March 2 0 09 an instrument dated September 23rd 2008 was admitted to probate as the last will of JA NE L EICHEL BERGER (First, Midd/e, Lastl late of HAMPDEN TOWNSH/P, CUMBERLAND County, who died on the 15th day of March 2 0 09 and, WHEREAS, a true copy of the will as probated i s annexed hereto . THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsy. l vani a, hereby certify that I have this day granted Letters TESTAMENTARY to: JUDY A SNELL and LARRY E EICHELBERGER who have duly qualified as EXECUTOR(R/X) and have agreed to administer the estate according to law, all of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARL /SL E, PENNS YL VA NIA . IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 25th day of March 2009. * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) ~A~T W ~Y JL~L,~ A~ TE~T1~~~ T r.~ ~- ~.w~.~.. ~ c~ ~~] ~ __., y t Y`t i T ~i _ < ,' - rte` ~. <-- - ~ ^-.' ~_ ..~, I, JANE L. EICHELBERGER of the Township of Hampden, County of Cumberland, Commonwealth of Pennsylvania, declare this to be my Last Will and revoke any Will or Codicil (previously made by me. ITEM 1: Upon my demise, I direct my body be released to Malpezzi Funeral Home, w w ,. a ~ ~V ,_.., ~ w ww~ z -.,.;~ ~ .., ti ".r Mechanicsburg, Pennsylvania where I have pre-arranged and pre-paid funeral and burial services. I direct a funeral Mass be held at Good Shepherd Roman Catholic Church, Camp Hill, Pennsylvania and my body be laid to rest in a plot adjacent to my beloved husband, Nestor Eichelberger in Gate of Heaven Catholic Cemetery, 1313 South York Street, Mechanicsburg, Pennsylvania. ITEM 2: I direct that all my funeral expenses be paid as soon as practical after my death. ITEM 3: I direct that all taxes that may be assessed in consequence of my death, of r nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of expense of the administration of my Estate. ITEM 4: I give, devise and bequeath my one and one-quarter (1 %4) diamond engagement and my silver ring with a diamond which was ,purchased in Switzerland to my daughter, JUDITH A. of 1105 Cheirington Drive, Harrisburg, PA 17110. ITEM 5: I give, devise and bequeath my diamond drop necklace to my great- ughter, SARAH L. ROBERTS, of 139 S. 7th Street, Mt. Wolf, PA 17341. Page 1 of 8 ITEM 6: I give, devise and bequeath my mink coat to my great-granddaughter, KATIE M: EICHELBERGER of 202 Encampment Court, Spring Grove, PA. CW7 a w a ~~, U ~i W w ~~ ITEM 7: I give, devise and bequeath my antique dishes located in my kitchen and marked with masking tape and my initial "E" silver flatware to my son, LARRY E. EICHELBERGER and his wife, MIRIAM EICHELBERGER of 511 Sharon Drive, Mechanicsburg, PA 17055. ITEM 8: I give, devise and bequeath my collection of twenty (20) antique pitchers to be divided evenly among my daughter, JUDITH A. SNELL of 1105 Cherrington Drive, Harrisburg, PA 17110 and to my niece, PATRICIA EAGLE of 430 Bonnymead Road, Harrisburg, PA 17111. If no agreement can be made regarding the division of the pitchers, I direct that the pitchers be sold at a public or private sale and become part of my residual estate. ITEM 9: I give, devise and bequeath all my furniture to my son LARRY E. EICHELBERGER and my daughter, JUDITH A. SNELL, to share and share alike, as they may agree. If they cannot agree upon the division of the furniture, I direct that the furniture be sold at public or private sale and become part of my residual estate. ITEM 10: I give, devise and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00) to GOOD SHEPHERD ROMAN CATHOLIC CHURCH, 3435 Trindie Road, Camp Hill, PA 17011. ITEM 11: I give, devise and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00) to HOLY SPIRIT HOSPITAL 503 North 21S` Street, Camp Hill, PA 1701 1. ITEM 12: I give, devise and bequeath the sum of TWO THOUSAND FIVE HUNDRED DOLLARS ($2,500.00) to each of my Grandchildren, Great-Grandchildren and Great-Great Grandchild, living thirty (3 0) days after my demise. Page 2 of 8 ITEM 13: I direct that all the rest, residue and remainder of my estate, wherever situate, together with insurance thereon be liquidated as soon as possible by either public or private sale and the residual of my estate be distributed as follows: A. Fifty percent (50%) to my daughter, JUDITH A. SNELL, per capita; and B. Fifty-percent (50%) to my son, LARRY E. EICHELBERGER, per capita. I direct that all advancements made by me in my lifetime to my son, Larry E. Eichelberger, and charged or noted by me as an advancement, shall be taken and considered as part of his share of the residue of my estate under this Will, and shall be accounted for accordingly. The said advancement have been acknowledged by my son, Larry E. Eichelberger and are contained in a separate document, which my son executed. The determination of my daughter, Judith A. Snell as to what constituted an advancement shall be binding on my son, Larry E. Eichelberger. Should either of my children, noted above, predecease me or are not living on the thirty first (31 St)day following my death, I direct that the share of that deceased child be distributed to my surviving ITEM 14: Should any beneficiary entitled to a share of my estate not have attained the age CW7 w a ~~~ U W ~ a ~ w V f twenty-five (25) years at the tune of distribution to him or her, I devise and bequeath the share of such eneficiary to the SURVNING PARENT of the said beneficiary, as Trustee to be held in separate trusts, ~ hold, manage, invest and reinvest the share so received, in accumulation of income thereon, and to use :~d apply the income and principal, or so much thereof as, in Trustee discretion, may be necessary or fate for such beneficiary's maintenance, support, and education (including college education, both and undergraduate) without regard to his or her parents' ability to provide for such maintenance, or education, or to make payment for these purposes, without further responsibility, to such beneficiary's parents or to any person taking care of such beneficiary. Any principal or income not so lied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty-five h Page 3 of 8 (25) years. If he or she dies before attaining the age twenty-five (25), the Trust shall terminate and such share shall be distributed to his or her personal representative. Should the principal of any trust herein provided for be or become too small in the Trustee's discretion so as to make establishment or continuance of the trust inadvisable, the trustee or my personal representative may, without court approval, make immediate distribution of the ther<-remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding income beneficiary or in remainder shall cease. ITEM 15: In the event any legatee or devisee named in this will dies under such circumstances that there is not sufficient evidence to determine absolutely whether such legatee or devisee survived me, I direct such legatee or devisee shall be presumed to have predeceased me and devise and bequeath the gift in favor of that legatee or devisee to such persons and in such manner and in such proportions as set forth in this will for distribution if the legatee or devisee predeceased me. ITEM 16: My Co-Executors, trustee or their successors shall have the following powers in addition to those given by law to be exercised by them in their absolute discretion, which powers shall be applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property: a. To retain any investments at discretion including stock of any corporate fiduciary `~ hereunder or of a holding company controlling it; ~ " w b. To invest and reinvest in the co-executors' or trustee's discretion as permitted under Act '°~ ~ ~ 28 of 1999, as amended, the "Prudent Investor Act," with the specific right to invest in stocks, bonds and a real estate, including non-income producing residential real estate for the occupancy of any present w income benefici ~, ~ ary or beneficiaries, and in such diversified, proprietary money market and mutual funds, ~ W z including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated '..,,, ti ~~ corporation or a holding company controlling it, as my co-executors and trustee deem appropriate; ~` Page4of8 c. To sell, to grant options for the sale of, or otherwise convert any real or personal property or interest therein, at public or private sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see to the application of the purchase money; d. To borrow money and to secure the repayment thereof by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof; e. To compromise claims by or against my estate or any trust created hereunder; f. To allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each; g. To register investments in the name of a nominee or to hold the same unregistered in such W W a ~~ °M W ti form that they will pass by delivery; h. To join in any recapitalization, merger, reorganization or voting trust plan affecting investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and generally to exercise all rights of security holders; i. To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such period as my co-executors and trustee deem advisable even for more than five (5) years and beyond the duration of any trust; j . To deduct administration expenses upon either the federal estate tax return or fiduciary income tax return with or without adjustment as between principal and income, as my corporate or disinterested co-executors shall determine; k. To associate with them in the absence of a corporate fiduciary, an accountant, custodian aild investment advisor, and other agents and to compensate them from principal or income or both, as my co-executors or trustee shall determine, such compensation to be a reduction of the compensation of my or trustee; Page 5 of 8 1. To associate with them at any time, in their absolute discretion and of their choice, a corporate fiduciary which shall have the same powers as my co-executors or trustee, such designation by my co-executors or trustee and acceptance by a corporate fiduciary to be in writing; in. To combine, without prior court approval, any trust herein with any other trust with substantially similar provisions, although such other trust may have been created by separate instruments and by different persons, and, if necessary to protect different future interests, to value the assets at the time of such combination and to record the proportionate interest of each separate trust in the combined fund; provided however, that no such combination shall be permitted if the effect of such combination would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or snore of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable; or (3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the generation-skipping tax; n. To exercise any stock options which they may receive; to borrow such funds from any source as my co-executors or trustee may deem necessary for the exercise of such options; and to pledge assets as my co-executors or trustee deems appropriate for this purpose; o. No trustee shall be required to qualify before, be appointed by, or, in the absence of a breach of trust, account to any court (and failure to account alone shall not be considered such a breach); nor shall trustee be required to obtain the order or approval of any court in the exercise of any power or W decision granted hereunder; •_ ~ p. To allocate any generation-skipping transfer tax exemption from the federal generation- ~ w skipping transfer tax to any property to which I am deemed the transferor under the provisions of Section w 2652(a) of the Internal Revenue Code of 1986 and its successors, including any property transferred under ~~ my will and any property not in my probate estate and any property transferred by me during life as to hick no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios licable to such transfers to be zero; Page 6 of 8 q, To disclaimany interest in property without court approval; and r. To do all other ,:ants and things necessary or appropriate in the management, administration and distribution of my estate or trust. ITEM 16: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. ITEM 17: I appoint my son, LARRY E. EICHELBERGER and my daughter, JUDITH A. SHELL Co-Executors of this my Last Will; subject however, to my directions in Item 13(B) that my ~ daughter, JUDITH A. SHELL, shall have the sole and final determination of the amount of my advancements to my son, LARRY E. EICHELBERGER. ITEM 18: I direct that my personal representatives, trustees, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~~"'~ day of ~,~,~~ , 2008. ~ ~ . ,~~ L. EICHELBERGER Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each ,other, have subscribed our names as attesting witnesses. residing at f j'~~ ~.'' .~~-~'T--r residing at ~ ~ Page 7 of 8 COMMONWEALTH OF_ PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) We, JANE L. EICHELBERGER, ~~ ~-~..~ ,/,~. ~a '~ n ~,, and ~'n,,~ ~~ , ~ ~(h~. ,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 authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. .~ ~~- -~ ANE L. EICHELBERGER .. With . Witness Subscribed, sworn and acknowledged before me ~. • (~- by ANE L. EICHELBERGER, the Testatrix, and subscribed and sworn to before me by . ~ ~ n .~ and ,~n~ .,~. (~ . ~-.:~ ~~2-~~ ,the witnesses, this ~-3 ~ day of ~. ,~,,,, ~c_.~,._,, , 2008. c~ ,Notary Public (S ) COMM IMWEAiTN OF NENNSY~YAMlR NO~Ait1Al SEAS ,~'~Ntnry f. Coyr~s. Natary Public, Pa. e 8 pf $ "Nsmpd~n Township, Cumbfrlsnd Countir g My Commission Exp+r~s JurN 17. ZOt 2 . ~ ~ t <' _ 4 Y . Y /, I, .Larry E. Eichelberger of 511: Sfiaron Drive ~•~ Mechanicsburg, PA 17055 acknowledge that in June 2008 I received from my Mother, Jane L. Eichelberger of 3820 Conestoga Road, Camp Hill, Pennsylvania 17011 the advancement of Sixty Thousand Dollars ($60,000.00) from her estate. IN WITNESS WHEREOF, I have set my signature hereto on the ,~ ~ day of 2008. ~ WITNESS: A ,~ E L: EICHELBERGE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~' a ~~~ ~ ~~~~~e~ L,gKRY ff.~ICHELBERGER ss: On the ~~ day of 20 08, before me, the subscribed, a Notary Public, in and for the Commonwealth of Pennsylvania, residin ' g in the County of Cumberland, personally appeared the above named LARRY L. EIC HELBERGER, and in due form of law acknowledged the foregoing Acknowled ment t 9 o be his act and deed. SEAL) Notary Pubic ~;~:.;~ C~'1MMpNINtAttM 4f P~N~t$Ii~LV~NiA - N4?AAlAI. S.EAt Monry ~. CoynB, Nota~~r PYMig, Harrtpdart Township, CumbMMiMCi~MMy Page 1 of 1 My Commission Expir.s iwlA 1P ~Otf . 5~ ~j ~ ~o.v~ Pcl. d~v .o~ p,~~ too~~ ~a~