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HomeMy WebLinkAbout06-01-10J 15056071120 REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes county code Year File Number Po Box.2sosol INHERITANCE TAX RETURN 21 09 0358 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201 16 1492 03 26 2009 02 16 1922 Decedent's Last Name Suffix Decedent's First Name MI MECK ROBERT G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI MECK MARY E Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X^ 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise 5. Federal Estate Tax Return Re wired (date of death after 12-12-82) ^ q g. Decedent Died Testate (Attach Copy of Will) ^ 7 Decade4t Maint fined a Living Trust (Attach Gopy of~frust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 1 p, Spousal P4vgrtY~redit~d to f death 11. Election to tax under Sec. 9113(A) between 1Z-31- and -'~95g ^ (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JEFFREY R. BOSWELL, ESQUIRE (717) 236 9377 r~ Firm Name (If Applicable) BOSWELL, TINTNER & PICCOLA First line of address 315 N. FRONT STREET Second line of address P.O. BOX 741 City or Post Office HARRISBURG Correspondent's a-mail address: State PA ZIP Code C 7 `"_ REGISTER 0~;.S USE ~iILY '~ 't~~ . -~ p I-~ t f ~r,' ~ ~ ::: l • ~~ .. ~ ~ ` ~ .~~~ ` T~_~ tom? ~.' .~.- DATE FILED -J 17108-0741 F.. .3 ~, -;= ; -, _._J _~.. w~> ~~~~~~ {~~~aiues yr pequry, 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 PERSON RFCpnNCini c roc cu ~.~~ o~r~ ~r,.~ ADDRESS 2900 Lincoln Street, Cama Hill, PA 17011 SIGNATURE OF PREPARER OTHER THA EPRESENTATIVE DATE Jeffrey R. Boswell ~ ~ ~ •~ ~ 0 ADDRESS 315 N. Front Street, Harrisburg, PA 17108-0741 Side 1 15056071120 15056071120 J ~ Mary E. Mack J 15056072120 REV-1500 EX Decedent's Social Security Number oe~ae~rs Name: Robert G. Meck 2 O 1 16 14 92 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B ............................................................................. 3 8, 9 4 2.$ 4 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5• Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous Ikon-Probate Property (Schedule G) S 63 8 91 7 9 u eparate Billing Requested............ . 7. r 8. Total Gross Assets (total Lines 1-7) .......................... ........................................... 1 O2 , 834.63 8. 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... 9. 8 , 3 7 3. 4 7 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11 8 , 3 7 3.4 7 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 9 4 , 4 61.16 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).... ........................................... 94 , 4 61 .16 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 94 4 61 16 (a)(1.2) X .00 r 15. 0. 0 0 16. Amount of Line 14 taxable 0 • 0 0 at lineal rate X .045 16. 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17, 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 • 0 0 18. 0.0 0 19. Tax Due .................................................................................................................. 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ L Side 2 15056072120 15056072120 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Robert G. Meck STREET ADDRESS 2900 Lincoln Street cITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty 0.00 File Number 21-09-0358 STATE Total Credits (A + B + C) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5, tf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. ZIP 17011 1:1) 0.00 (2) 0.00 (3) (4) (5) 0.00 (5A) (56) 0.00 PA 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 ............... ................................................................................. ^ ^ x ............... 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 COMPLE ~ ^ , TE SCHEDULE G AND FILE IT AS P ART O F 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)). A sibling 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-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Meck, Robert G. All property jointly-0wned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-09-0358 ITEM CUSIP NUMBER NUMBER DESCRIPTION UNIT VALUE 1 Delphi Corporation -171 shs. 2 First Investors Mutual Fund - 825.716 shs. 3 Five (5) Series HH Bonds ($5,000 each) 4 One (1) Series EE Bond (100.00) 5 Six (6) Series HH Bonds ($1,000 each) TOTAL (Also enter on Line 2, Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. VALUE AT DATE OF DEATH 0.00 7.794.76 25.000.00 148.08 6.000.00 38.942.84 Form PA-1500 Schedule B (Rev. 6-98) Rev-1510 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Meck, Robert G. 21 _nq.n~sR This schedule must t>e completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S NUMBER INCLUDE NAME OF TRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND INTEREST EXCLUSION TAXABLE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET (IF APPLICABLE) VALUE 1 Ameriprise Brokerage Account -Acct. No. 26.190.86 26.190.86 000213253115021 2 Riversource Life Annuity -Acct. No. I 21.398.70 930069974143004 3 Riversource Life Annuity -Acct. No. I 16.302.23 930069975538004 TOTAL (Also enter on Line 7. Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 21.398.70 16.302.23 63.891.79 Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (10-06) ,. COM IN~T[~N~DECEDTYRN ANIA ESTATE OF Meck, Robert G. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ITEM NUMBE A. FUNERAL EXPENSES: See continuation schedule(s) attached Debts of decedent must be reported on Schedule I. DESCRIPTION B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State zio Year(sl Commission oaid 2. Attorney's Fees Boswell, Tintner 8c Piccola 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Mary E. Meck Street Address 2900 Lincoln Street City _ Camp Hill State PA zio 17011 Relationship of Claimant to Decedent Spouse 4. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) FILE NUMBER 21-09-0358 AMOUNT 3,000.00 1,500.00 3,500.00 83.00 290.47 8,373.47 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Meck, Robert G. 21-09-0358 ITEM NUMBER DESCRIPTION AMOUNT Funeral ExOenses 1 Funeral 3.000.00 H-A 3.000.00 Other Administrative Costc 2 Boswell, Tintner & Piccola -closing costs 100.00 3 Cumberland County Law Journal -legal advertising 75.00 4 Cumberland County Register of Wills -short certificates 8.00 5 The Patriot News -legal advertising 107.47 H-B7 290.47 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1513 EX+ (11-08) SCHEDULE J COMIN RESIDENTDECE~~Y~VANIA BENEFICIARIES ESTATE OF FILE NUMBER Meck, Robert G. 21-09-0358 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Mary E. Meck Spouse 2900 Lincoln Street Camp Hill, PA 17011 ~ ~ Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as a ro II• NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) n ~ C ~ ~ ::...- f :` m ..__ . ~ ..,, LAST WILL AND TESTAMENT ~~~~~~ ~ ~'~ ROBERT G. MECK ~~~ _ ~ -- - Q - ~ `~ I, ROBERT G. r~CK, of the Borough of Camp Hill, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind and memory, and not acting under undue in- fluence of any person whomsoever, do make, publish and declare this instrument to be my Last Will and Testament, in manner and form following. FIRST: I hereby expressly revoke all Wills, Codicil;; and testamentary writings of whatsoever kind and nature heretofore made by me. SECOND: I hereby direct my Executrix, or her successor, hereinafter named, to pay all of my just debts, expenses of ad- ministration and funeral expenses out of my estate, as soc-n as practicable after my decease. THIRD: I direct that all estate, inheritance, transfer, legacy or succession taxes, or death duties, which may be assessed or imposed as a result of my death or with respect to my estate, or any part thereof, wheresoever situated, whether or not passin under this my Last Will and Testament, including the taxable valge of all. policies of insurance on my life and all transfers, powers, rights or interests includible in my estate for the purpose of such taxes and duties, shall be paid out of my general estate as an expense of administration and without apportionment, and shall not be prorated or charged against any of the gifts in this Will or against any property not passing under this Will. In tlZe abso- lute discretion of my Executrix, hereinafter named, she ma,y a~ such taxes immediately or may postpone the payment of the i~axes on future or remainder interests until the time possession accrues to the beneficiary or beneficiaries named herein. My Executrix may, in her discretion, arrange for an extension of time for the payment of said estate and inheritance taxes, and any intez-est and/ or penalty incurred on any such taxes, whether or not resu]_ting from such extensions or postponements, shall be borne by m~ estate as an expense of administration. ~ FOURTH: All the rest, residue and remainder of my property, real, personal or mixed, of whatsoever kind and wheresoever situate, of which I shall die seized and possessed, and of which I shall be entitled to dispose of at the time of my decease, I give, de- vise and bequeath unto my wife, MARY E. MECK, in fee simple. FIFTH: Should my said wife predecease me, or should we die at the same time, as a result of the same accident or dis- aster or through a joint last illness, or under circumstances that are such that the order of our deaths cannot be ascertained with reasonable certainty, then in any of such events, I hereby direct that my residuary estate shall be distributed as follows: (a) I give and bequeath the sum of One Thousand ($1,000.00) Dollars thereof to the FIRST CHURCH OF GOD, Fourth and Strawberry Streets, Harrisburg, Pennsylvania. (b) I give and bequeath the sum of One Thousand ($1,000.00) Dollars thereof to the CHURCH OF GOD HOME, Carlisle, Per~n~>ylvania. (c) The remainder of my residuary estate I direct shall be paid over unto my daughter, BARBARA M. HILL1`~AN, in fee simple. SIXTH: Should my said wife, MARY E. NiECK, and my said dau hter BARBARA M. HILLMAN, predecease me, or should we all die at the same time, as a result of the same accident or disaster, or through a joint last illness, or under circumstances that are such that the order of our deaths cannot be ascertained with reasonable certainty, then in any of such events, I hereby give, devise and bequeath my said residuary estate unto the CCNB BANK, NA, of New Cumberland, Cumberland County, Pennsylvania, 1N TRUST NEVERTHELESS, for the following uses and purposes (a) All such moneys and property constituting my said residu- ary estate and all income therefrom shall be held, used, applied and disbursed and distributed, in the discretion of the trustee, as hereinafter particularly set forth for and to my grandchild, JARRETT SCOTT HILLMAN, and any other child or children hereafter born to my daughter, BARBARA M. HILLNIA,N, or whom my daughter might legally adept (b) A11 moneys and property coming into the hands of my said trustee under this trust may be held, invested and administered as one trust, or in the sole discretion of the trustee, may bE~ divided into as many trusts as there are individual beneficiaries of income, and, s~ject to the provisions hereinafter set forth in pares ra h (d) hereof for the payment direct to a beneficiary after at:gaiPing his or her majority, all income remaining each year no used for the benefit of a beneficiary or beneficiaries hereunder shall be added to principal. - 2 - (c) The trustee in its sole discretion may pay or use the income or so much thereof as it shall deem advisable or so much of the principal as it shall deem advisable for the proper main- tenance, education, support and welfare of each or all of the beneficiaries hereinbefore named, in such amounts and in such proportions as it, in its sole discretion, shall deem proper. It is my desire that this trust estate herein created by this my Last Will and Testament be administered and used by my said trustee for the best interest of my grandchildren, now living, after born to my daughter, BARBARA M. HILLMAN, or legally adopted by her, to the fullest extent possible in my place as though I were physically present and were administering my own funds for their benefit. (d) Upon any beneficiary hereunder attaining the age of twenty-one (21) years, the trustee shall, in its sole discretion, semi-annually thereafter, determine the amount of net income of this trust which shall be allocated to such beneficiary and shall pay the same to such beneficiary, retaining any balance o:f net income to be distributed and paid in the trustee's discretion to or for the use of the beneficiary or beneficiaries not having attained the age of twen y-one (21) years, or for distribution to such beneficiary or beneficiaries subsequent to their attaining; the age of twenty-one (21) years. (e) Upon any beneficiary attaining the age of twenty-five (25) years, the trustee shall pay and distribute to such beneficiary one-half (2) of the proportionate share to which the said beneficiary shall be entitled, free of trust, and that thereafter, as said beneficiary shall attain the age of thirty (30) years, this trust shall terminate and the remaining one-half (2) proportionate share to which the said beneficiary shall be entitled shall be paid over to him free of trust. (f) It is the true intent and purpose of the Testator herein, and this trust shall be so construed as to effectuate the same, that if there be more than one beneficiary of this t-rust, the trustee making payments to or for the use of the beneficiaries hereunder, shall, in its sole discretion, have full power and authority for any reason which in its judgment shall be sufficient to depart from equality of treatment as among beneficiaries. More particularly, it is my intent herein that the trustee may depart from equality for reasons including, but not limited to, a beneficiary being or becoming pysically or mentally handicapped, requirements for the maintenance and support of their immediate family becoming unusually unbalanced, their differing educational needs, unbalanced gifts previously received from parents, grandparents and others, and any unbalance in the amounts previously received under this trust. - 3 - (g) In .the event that my said grandchild or grandchildren, during the continuance of this trust, shall die leaving a widow or widower and child or children, or widow or widower or child or children, the trustee, in its sole discretion, may allocate and make payments of .principal and/or income to or for the use of such widow or widower and child or children or widow or widower or child or children in the place of such deceased beneficiary and with full discretionary powers in my said trustee to pay nothing on such account. In such event, upon final distribution of the trust by limitation of time as heretofore provided, as to any amount so al- located by my trustee for a widow or widower or child or children not then sui juris, this trust shall. continue as to any amount al- located by the trustee for such widow or widower and child or children until he, she or they shall become sui juris. (h) My hereinabove named trustee shall hold all of 'the principal aiid all of the iilcoTie of the iTiGiiey aiid propert;j% Coming into its hands under the terms of this t-rust free and clear of the debts, contracts, engagements, alienations and anticipations of any and all of my said named beneficiary and beneficiaries. (i) My trustee, hereinbefore named, shall be vested with reasonable discretionary powers and in all matters not otherwise herein specifically provided, shall exercise its sound judgment and discretion in the performance of its duties hereunder. Its shall not be liable for any error in judgment, provided that such error is honestly made. (j) Without limiting the general powers herein confE~rred, the trustee , in administering this trus t created by my LastWil;l and Testament, shall have the following specific powers: (1) To retain for such time as in its judgment may deem advisable all or any part of my property or assets at any time constituting a part of the trust herein provided for. (2) To sell or exchange, either privately or at public sale and without prior approval of Court, at such time or times and at -such price or prices and on such terms and conditions as my trustee may consider advisable, all or any part of the trust property, real, personal or mixed, and to execute verif ledge and deliver all deeds, bills of sale or other docume~ntskwhich may be necessary or proper in the exercise of such powers without liability on the purchaser or purchasers to look to the application of the purchase price. - 4 - (3) To alter, rep air, maintain or improve any real estate subject to this trust. (4) To lease any real estate subject to this trust for such term or terms, and for such rental or rentals, and under such covenants and agreements as may, in the discretion o:f my said trustee, be for the best interests of this trust estate. The trustee shall recognize existing leases, but shall have the power to agree to modification of, or amendment to, the terms of exist- ing leases, or to extension or renewals thereof. The trustee shall have full authority to acquire by purchase, gift or otherwise, and to resell, receive, hold, manage and control real estate, or any other interest therein, subject to this trust, and to do all things necessary or proper in the performance of such functions. (5) To invest, reinvest, and keep invested all_ moneys `oml-r'!g ZiZtIJ the hands of Llly tr U.j LeC a~ ' estate in such stocks, securities, obligations and othelrti.nv of l~~y ments, real or personal, as my trustee may deem advisable without limitation to securities and investments as may be declared legal for investment of trust funds-under any present or future laws of the Commonwealth of Pennsylvania, or any other state or federal government. (6) To pay income tax on gains from the sale or other conversion of capital assets out of the proceeds therefrom. (7) To amortize, accelerate payment of, reduce, extend, modify, or liquidate any liens, encumbrances, mortgages or other charges against any real estate or other property which may be sub- ject to this trust. The trustee shall specifically keep and per- form all of the covenants, terms and conditions of any existing mortgage or mortgages, upon said real estate, on the part of the mortgagor required to be kept and performed, and shall have full power and authority to refund, replace, extend or otherwise amend the same, and to anticipate and accelerate any periodical payment therein required. (8) To subscribe for stock allotments and to exercise all rights and privileges pertaining to securities which ar.e avail- able to the owners thereof. (9) To make distribution of the trust herein created, either in money or in kind, or partly in money and partly i.n kind. The judgment of the trustee as to what shall constitute an equit- able distribution or apportionment shall be binding and conclusive upon the beneficiaries hereof. Nothing herein contained, however, shall empower the trustee to make distribution before the time or times specified herein. - 5 - (10) To pay, collect, compromise, sue for or contest any claim or other matter, directly or indirectly, affecting this trust. (11) To use income and/or principal to maintain in force any policies of life insurance which I may own on the lij=e or lives of other persons and to receive in gift or purchase or maintain previously existing insurance or annuity contracts for the benefit of any beneficiary, primary or contingent, if= the trustee determines that the best interests of my family would be served by purchasing such contracts or by continuing such insurance in force and to exercise all the powers given to the owner of such policies. (12) To employ counsel, auditors, accountants, appraisers, engineers and other persons, professional or otherwise, as may be '112~.eSSai~ ivl tl'ie proper adiitliiljt%atii~ii Of tiilS trust, a.ii.d to pay their compensation from trust funds. (13) To carry on and conduct any business enterprise in which I may be engaged at my death. (14) To borrow money and as security therefor to execute bonds and mortgages containing warrants of attorney to confess judgment and to pledge personal property. SEVENTH: The rights, titles, benefits, interests and estates of any beneficiary hereunder, including beneficiaries under the trusts herein created shall not be subject to the rights ur claims of his or her creditors nor subject nor liable to any process of law or court, and all of the income, principal or other bE~nefits from or under any t-rust herein created, shall be payable, and de- liverable only, wholly, exclusively and personally to the designat- ed beneficiaries hereunder at the time the designated benE~ficiaries are entitled to take the same under the terms of this instrument. EIGHTH: I hereby direct that my Executrix, trustee, or any successor, as named by me herein, shall not be required to give bond, or other security, required by law or otherwise, for the faithful performance of their duties , whether as Executrix: or as successor Executor or trustee. NINTH: I hereby give unto my Executrix, or her successor, hereinafter named, and to my trustee, hereinafter named, the fullest power and authority in all matters or questions pertaining to the administration of my estate and trust, executing the provisions of this my Last Will and Testament, including, but not by way of limi- tation, the power and authority to determine all doubtful questions - 6 - which may arise in the construction of this my Last Will and Testament and the trust hereunder; I further hereby authorize and empower my Executrix, or her successor, pending settlement of my estate, to sell, convey, mortgage, lease, exchange, en- cumber or otherwise dispose of any and all of the property, real, personal or mixed, at any time belonging to my estate, either at public ur private sale, without prior approval of any court, and at such times and for such price or prices and in any such case upon such terms as she may think best in her discretion and I authorize and empower my said Executrix to execute, acknowledge and deliver to the purchasers, grantees, mortgagees, vendees, assignees, or other persons, such contracts, deeds, murtga.ges, bills of sale, and all other instruments of writing necessary or~ proper without obligation upon the latter to see to the pruner application of the proceeds. She shall also have the power to compromise or otherwise to settle or adjust any and all claims, charges, debts and demands whatsoever against, or in favor of, my estate as fully as I could do if living. She shall further be empowered to carry on and conduct any business enterprise in which I may be engaged at my death, to retain assets, including stocks or securities which I may own at the time of my death, pending settlement of m;y estate, without regard as to whether or not such assets or securities are legal investments for fiduciaries, and may make distribution in kind to my trustee. Pending settlement of my estate, she ;shall also have the authority in her discretion to convert, sell, exchange or dispose of such assets and securities either for cash o:r for terms satisfactory to her and to acquire other assets without limita- tion ~to securities or investments as may be declared legal for investment of trust funds. She may further be empowered tc~ borrow money, and to pledge assets of my estate as security therefor, for the purpose of paying taxes which may be levied upon or payable by my estate, in accordance with this Will in the event that funds in the hands of my Executrix, or her successor, shall be insuf=ficient to pay such taxes, and if in the opinion of my Executrix, or her successor, it appears that conversion of securities and other assets, real and personal, would then be made at a sacrifice. TENTH: I hereby nominate, constitute and appoint my wife, MARY E. MECK, to be Executrix of this my Last Will and Testament. In the event the said MARY E. MECK renounces this office, refuses this appointment, predeceases me or for any other reason is unable to serve, then and in that event, I do hereby nominate, constitute and appoint the said CCNB BANK, NA, to be successor Executor of this my Last Will and Testament and have all the rights, privileges :and duties conferred and created by reason of said appointment. I further hereby nominate, constitute and appoint the said CCNB BANK, NA to be trustee under this my Last Will and Testament. In the event the said CCNB BANK, NA shall consolidate or merge with another - 7 - corporation of fiduciary character and having, .the power to act as Executor and trustee, including a national bank in this state having the proper permit to act as Executor and trustee, then I nominate and appoint such successor corporation or bank as the successor Executor of and the corporate trustee under this my Last Will and Testament, and I direct that it shall have all the rights, powers and privileges conferred hereinabove upon the said CCNB BANK, NA, both in the capacity of successor Executor and as corporate trustee under paragraph Sixth of this my Last Will and Testament. IN WITNESS WHEREOF, I ha e hereunto set my hand and seal this ~ day of ~~~~y-~f ] 1985. ,- i~ ~. ~' r ~. y , '_-,;~- ~ ~ ~_~ ,/Gcr-,~~: --~=7 SEAL Robert r?eck SIGNED, SEALED, PUBLISHED AND DECLARED by the above-reamed Testator, ROBERT G. MECK, as and for his Last Will and Testament in the presence of us, who at his request, in his presences and in the presence of each other, all being present at the same time, have hereunto set our hands as witnesses: Add e s y ~, ~; ~ n Ad~~ress /~ Name Address Thc~--T'~~siot-News Co. 812 Market St. Harrisburg, PA 17101 Inquiries - 717-255-8213 c~he~latriot News Now you know ~~~ ~ ~~~ ~~ BOSWELL 315 N. FRONT STREET HARRSIBURG PA 17108 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0001969525 ran on the dates shown below: April 25, 2009 Swo o and subscribed before me this 28 day of April, 2009 A. D. Nota lic ~OMNIONWEALTH ©F PENNSYLO.f~~.~f~ '' Notarial Seal ~' Sarah J. Naugle, Notary Public Lower Paxtor9 Twp., Dauphin County nny C,c~mmission Expires April 20, 2011 :~rraf;~:~. ~~~-a~viuania ~ssocia~ ^., p, ~,,, .., _. L ~. ~.~ ~ 1~,~~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been re ularl issued weekly in the said County, and that the printed notice or publication attached here is y exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: Ma 1 Ma 8 and Ma 15 2009 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the sub'ect matter of the aforesaid notice or advertisement, and that all allegations in the fore oin J statements as to time, place and character of publication are true. g g --~----- sa Marie Coyne, E itor SWO TO AND SUBSCRIBED before me this 15 day of May, 2009 Mec>k -- ----_ . Robert Ct~., deed. :~/ Late of the Borough of Cep Hill Notary Executrix: Mary E, Meck, 2900 Lincoln Street, Camp Hill, pA 17011. Attorneys: Jeffrey R. Boswell, Esquire, Boswell, Tintner & pic_ cola, 315 N. Front Street, P.O. Box 741, Harrisbur NO-AF~i.AI. SEAL 0741. g, PA 17108- DEB{7RAH A C©LLItVS Notary P+ablic CARLISLE BQRc~, CUi4fEiERLAND COUNN My Cammisslon Expires Apr 28, 2070 r-- _ .-, .-~ . :_ ~?'~~u N O O ~--• O '"'r O ''-' O O C~J N ° ° O \ ~ O ~ ~ ~ y ~ W O N ° ~ `O ° c o ~ ~ ~ y ~ o o o ~A W W N N ~ ~ ~ y t~ ~ ~ ~ ~ 00 O ~p O N O O -~ O ~.. W O '-' 0 x 00 N 0 O~ ~--~ N J ,.._, o ~ ,,,,,, ~ W W W o \p ~ n ~ w o, ~ o, ~ tWV _ v, .`~°~ O o vim, o o° ov'o v , p o° ~ y ~ N t~ O O ~ ~ '-' ~ --~ ~ V' O ^ Vii ~n ~• v' v' to v~ O O ICJ v~ c~ ;~ v' cn ~ cn ~,, ~-, d t~ n n `~ 69 W W W ^^ ~~J 69 W (~ `~_' ~ O C ~ 6~9 W W o O r, O O W ° W W Y ~ ~ . II ~, II .r, II ~ II o a'' o -~' r ~ ~ II ~ ~ ~ ~ it ~ II II ~ 69 V '' ~ N O ~ pip ~ ~ W O 00 ~ O ~-• p~ ~ ~ N ~ (/~ ~ O G~ O O O O O 00 O ~ N to O O ~ O1 ~ ~ ~ ~ ~ O ~ ~ ~ V~ v~ O O C~ ~ ~ ~ ~ ~ ~ ~ ~o ~D ~ ~ ~ ~ b9 ~ ~ ~ ~ + -.-• O ~.... O --r r- x ~ ~ II y9 II ~ ~ ~ ~ ~ '~ N I I II vii tai, 69 ~ II II II II ~ by ~ w ~ O ~ ~ ''' ~ ~ ~ ~ Ow ~ 00 O O ~ ~ O O ~ c w ~ ~ O v ~ v O \ °~ °° O O ~ First Investors 1 of 7 January 1, 2009 - March 31, 2009 Account Summary Robert G Meck 2900 Lincoln Street Camphill PA 17011-2832 First Investors Mutual Funds Type Account Number Tax Exempt - A Individual EV1205 5 First Investors Life Variable Annuities None First Investors Life Insurance First Investors Corporation -" 127 Washington Ave North Haven, CT 06473-1715 -- Representative Gregory Sinno Phone 203-239-4545 _ Office 408 .- Customer # 159156 - .- Shares NAV Ending . -- Owned Value 825.716 $9.44 $7,794.76 ___ None GRAND TOTAL $7,794.76 Information Is Just A Phone Call Away -For assistance with your mutual fund accounts 24 hours a day, seven days a week, please call our automated telephone system at 1-800-423-4026 and have your Customer Number 159156 handy. You will be able to check your account balance, review recent transactions and access other helpful information. For information regarding life insurance and annuity products, please refer to the back of this statement for the applicable telephone number. First Investors funds and First Investors life variable products are not FDIC insured, are not guaranteed by First Investors Federal Savings Bank (FIFSB), and are subject to 2 ---•---• __._ :_ .......:.... ........:..... ~..~.~ ,.~ ...;~~:..~~ \~~rioF~lo oe+n.urioc ~.,.~ ~ifss i~c~.ra~~ ara, icC11P~t tw First Investors life Insurance Comoarn.