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Home My WebLink About08-18-101505610148 -'' REV-1500 Exi°+-+ol OfPIC1ALUSEONLY PA OepaenrudRavaiwa CauntyCods Ypr fWNUmtw Bureau dlndnAdurTaasa MIHERRANCE TAX RETURN 21 10 0292 Po eox 2eoeo+ Nardabury, PA +7t?E-0ellt RESDENT DECEDENT ENTER DMCEDENT INFORMATION t8E1.dW SOdal Security Number Date d Death MMDDYYW Data d Bhth MMl>DYYVY 161-22-2150 02112010 10011928 Dscedsrtt's L.sat Name 8utfa DscedartYs Fhat Name M I CATLIN FREDERICK D (M AppNcabls) Etksr Stu,dvlrg Spottso'a Irllormatton ealow Spouse's Last Name SufPoc Spouseb First Name MI CATLIN BARBARA A SpO~°~s Saciel Y ~'~ THIS RETURN MUST BE FILED IN DUPLICATE WRIT THE - - REGISTER OF WILLS FILL IN APPROPRIATE SDD(ES SELOYII ® 1.Or~inal Berton ^ 2. Suppkrttental Return ^ 3. Remainder Return (dab d death prior to 12-13-82) ^ 4. limited Egate ^ 4a F a~ (ate d ~ s t ^ 5. Federal Estate Tmc Return Requlrod death attar l2 12-0'f) - ® 8. Decedent Dfed Tesmte ^ Y. Deoetlsnt MaMnaitlsd a Living Tnut ~ 8. Total Number d Bate Oapoett Bases (Atta+it copy d wir) ^ AAttach cony d Inlet) ® ^ 9. Litigation Proceeds Raoeived 10. Spousal Poverty Credit (date d death between 12-31-91 and -1-9ti) 11. FJectlat to tax under See. 9113IA) (Attach Sch. O) Ct>RRESptMI~M - Tieb at!crtDN MUST t!E COMPLETED. ALL ~ AID COtFIDENr111L TAX INFOwIATtoN tatouLO ~ DIRECTPA TO: Name Daytime Telephone Number ELIZABETH P• MULLAUGH N 717-2373 4 -~, First me d addross 100 PINE STREET Second Iles d sddrosa P.0• BOX 11bb City a• Post Office HARRISBURG [Host: Y ~ 4 a •., l ;-, ~ ' t': U7 ~ _ l._~ :.J~-;~~ ~ :~T7 SA -, ~- ~ ~ n ~ c' ' state 21P code ~ _ PA 171081166 ccrraaperrea.rrl'..~et.naaa«.: EMULLAUGHBMWN • COM UfW ar peeaaNa d paQury.1 tlacNro that I hour. awrnNnd tlvt Mum, tndudkp aooomprrylnp sd,edulee and amemenla, and to the [seer d my knoalad0e and betel, a i• Irus, OOneLt ahtl oompNb. DadMAlon d propmr other than the Personal ieprseenYlhe to based an aN Inlomiatlon d ntYGf peepers. tit ~ 9R PLACE, MECHANIC MCNEES WALLACE 8 NURICK LLC, B /~' / Aoor~ss 100 PINE ST•, P•0• BOX 1166 HAR ISBURG, PA -1166 L 3505610148 81de 1 ~~~~~ 1505610148 ~6 J 1505614248 REV-15oo ex o.o.a.~r.N.mr. CATLIN FRE ERI Decedent's Sodal Security Number 161-22-2150 CK D RECAPITULATION 1. Real Estate (Schedule A) ........................... 1. 0 • 0 0 2. stocks and Banda (Schedub B) ......................... 2. 12 ,1$ 0.61 3. Closely Held Corporation, Partnership ar Sob-Proprietorship (Schedule C) , 3, 0.O D 4. Mortgages and Notaa Racdva6le (Schedub D) ................. 4, 0 • 0 0 5. Cash. Bank Dsposfts and MisceAaneous Personal Properly (Schedub E) ..... 5. 822 • 7 4 B. Jointly Owned Property (Sdhsdub F) ~ Separate Billing Requested 8, 0 • 0 0 7. Inter-Vivoa Transten 8 MbceAarteoua Nan-Probate Properly (Sdtadub G) ~ Separate Biting Requested .... 7. 19 , 073.4 2 8. Total Gross Asaab (total Linea 1 through 7) , , , , , , , , , , , , ,,,, g. 32 , 0 76.7 7 9. Funeral Expenses end Administrative Casts (SChedub H), , , , 9. 2 2 , 0 2 6.7 5 10. Debts of Decedent, Mortgage Liabilitbc, and Liens (Sdtedute I) , , , 10. D • 0 0 11. Total Deductbns (total Lines 9 and 10), . 11, 22, 026.75 12. Nst Value of Eshb (Line B mlrws line 11) , , , , , , , , , , , 12, ],0 , 050 • 02 13. Charitable end Governmental Bequests/Sec 9113 Trusts for whkh an election to tax has not been made (Schedule J) ................ 13. 0 • D D 14. Nat Vatue SubJect ro Tax (Line 12 minus line 13) . 14. 10 , 0 50.0 2 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount Ot Line 14 fa7mWe at the spousal tax rats, ar transfers u Sec. 9116 (ax1.z) x .0 19 , 0 7 3.4 2 15. 0.00 16. Amount of Line 1¢ ta~mWe 4 5 at lineal rateX.O - 0.00 16. 0.00 17. Amount of Line 14 taxaWa at sibling rateX .12 0.00 17. D • DD 18. Amount of Line 14 taxade at cdlateral rate X .15 0.0 0 18. 0.0 0 19. TAX DUE ................................... 18. 20. FILL IN THE t~JOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYti~ENi 31de 2 1505610248 1505610248 sM~aee ~.aoo 0.00 a REV-1500 FJ( Papa 3 t91a NumMr DecedeLlCsCofn eAtidnss: 21 10 0292 DECFDEPfi'S NAk1E STREETADDRESS t~Tr sTATE aP Tax Payments acrd Credits: 1. Tax Due (Pegs 2, Line 19) 2. Credite/Payments A. PrbrPaymena 196.00 e. I>kwum ~ • 00 3. Interest (1) 0.00 rarcradlntn+e> (2) 196.00 (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the dHferoncs. ThY h the OVERPAYMEPfC. FIII in box on Pays 2, LMa 20 to request a rNund. (4) 19 6 • 0 0 5. If Lina 1 + Line 3 is greater than Line 2, anror do dKfarance. This k the TAX DUE. (5) J,], • 00 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 tronafer and: Yea No a. retain the use ar incpne d the propeAy transferred : ....................... . b. retain the right to dasfgnate who shall use the property iransterrad or its klcoma; c. retain a rsvenfonary inlerost ar ................................. . d. receive the promise for IMs d eW1er paynlerlts, benafds or care7. 2. Ii death occurted after Dec. 12, 1982, did decedent trenafer properly withirl ens year d death whhout receiving adequate consideratlan9 . ..................... . 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his dr her death? . 4. Did decedent own an individual retirement account, annuity, or other non-probate properly, which ® ^ contains a llsnsnemry designaticn7 ................................ . IF T}1E ANSWER TO ANY OF THE ABOVE QUESTIONS IS YEB, YOU MUBT COMPLETE 8CHEDULE 0 AND FILE R AS PART OF THE RETURN. For dates d death on or after Juy 1, 1994, and before Jan. 1, 1995, the tax refs imposed on the net wlue of tmafero to or (ar the use d the survMrlg spouse ro 3 percent [72 P.S.§9116 (a) (1.1) (I)J. For dates d death on or after Jan. 1, 1995, the tax rate Imposed on the net value d trenafere to or for the use d the survivlrp spouse Is 0 percent [72 PS. $9118 (a) (1.1) (ii)]. The statute dose not exempt a uanster to a aundvktg spouse from tax, and the statutory requirements for dlsdoauro d asSata and (fling a tax return ere still appUcable even if the surviving spouse k the only beneficiary. Far dates of death on ar after July 1, 2000: • The tax refs tmpossd on the net wlus d trernfere tram a deceased child 21 years d age or younger at death to or for the use d a nature) paroM, an adoptive parent or a stepparent d the ehlld h 0 percent 172 P.S. JI9118(a)(1.2)]. • Tha tax rete imposed on the net value d transfers to or far the use d the decadence lineal beneficiarbs b 4.5 percent, except as notod in 72 P.S. $9118(1.2) (72 P.S. ~9118(a)(1)). • The tax rate imposed on the net value d trarufare to or for the use d the decedent's siblings Is 12 perunt [72 P.S. y9118(a)(1.3)]. A aiWing is dslined, under Section 8102, as an individual who has at least one parent in common with the decedent, whether by blood or adoptbn. aM4a71 2.000 REV•16Ri EiX a (9-0e) SCHEDULE B CAMAAONWEALTH OF PENNSYLVANW STOCKS & BONDS IN1ER)TANCE TAX RETURN fi~S~ENT DECEDENT All property )ointlyownsd with rlpht oT survhrorshlp must be dh~ebssd on SahsduM F. sw~esa t.ooo (IT more space fe needed, insert add8lanal chests of the same siae) REV•161Y lX •(6181 SCHEDULE E tbtiatoNwFUTr+of peNNSnvnNw CASH, BANK DEPOSITS, 8 MISC. IWiEfifTAlICE TA%RETURN s~ne~~~w~ mnnee7v FILE 3w48AD 7.086 (I(f1101a apace Y naeda0, Moafl 800itlaW stoats 6ftlla ta11N alzs) REV-1510 EX • (09-0a) Pennsylvania t7EPAR11.E1VT OP REVENUE ~E~~ E RN SCHEDULE G INTER VIV08 TRANSFERB AND MISC. NON~ROBATE PROPERTY Fre>d•rick D. Catlin 21 10 0292 This schedule must be eompbted end Tiled IT the answer to any of quesflans 1 thnwph 4 on papa three d the REV-1500 k yes. t7EM tJLAN16 eoieenErwreOSne:iavere~.n~aee~noraNrTOOec~e+rero neaie0rnwarei~n~a~mPrornaoe~wa~u.uu~. DATE OF DEATH VALUE OF ASSET Y.OFDECDS EXCLUSION u+AX'wetE TAXABLE VAL E ~• Hartford Annuity Contract N710411297 19,073.42 100.0000 0.00 19,073.42 Annuity owned jointly with Barbara A. Catlin, wife TOTAL (Also enter an Tina 7, Raeapituletion) S I 19 073 42 If moro tpau b needed, uee additlonel eMets or paper dtne came else. sw~e~r s.ooo REV-1611 EX• (10-0Y) Pennsylvania SCHEDULE H ot~mwearoF ~-~ FUNERAL EXPENSES AND r~arAROErAxREnxa+ ADMINISTRATIVE COSTS AE$iDf~OEC•=OEM E8TATE OF FILE NUANER FraAnrink D. Cx*lin 211Q 0292 Decedent's dsbb must bs reported on EehsduN 1. fTEM tVLIM6ER DEiCRIPTION AMOUNT A. FUVEWrI. E~ENSES: ~. Trinity Evangelical Lutheran Church Htisneral Luncheon 527.93 Total froa continuation schedules . B. 1 ADMNISTRATNE COSTS: Panonsl Rapraseftatiw Cammissbns: Name(s) d Perwnal Reproaentativs(s) Street Address City Year(s) Commission Pab: Stab ZIP 7,902.00 2. Attorney Fees: 13,109.50 3. Famiry Exemptlon: (It decedent's address is net U1e same as cJsimant's, attach explanaUol.) Claimant Street Address 4. 5. B. 7. 1 2 ewae~c z.ooo City state ZIP _ Relationship d Clalmantto Decedent Probate Fees: AccountantFeee: Tax Relum Preperer Fees: McNees Wallace G Nurick LLC Costs McNees Wallace i Nuriak LLC Costs Total from continuation schedules . TGTAL (Also enter on L(ne 9, RecepN If more space is needed, use additional sllests d paper d the same siae. '199.20 254.92 33.20 REV-1612 Elf • (128) Pennsylvania SCHEDULE 1 oEnrrrrerrf~ REVENUE DEBTS OF DECEDENT, ~""`~ T"'f "~'f"" MORTGAGE LIABILITIES 8 DENS IESaIf [>~M ESTATE OF Frod~rifsk D. Catlin 21 10 0292 Rapwt dabta Ineunad by the daeadant prior to death that nmalnad unpakl at tlu dab d death, Including unnimburoad madfal axpanaaa. REV•1613 EX+ (01.10) pennsylvanla ol~tlre+raF ~~ eatETUTANCE TAx TtETURN RESGEI~(TDECEOENT SCHEDULE J BENEFICIARIES FILE NUMBER: Fr i n RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECENSJO PROPERTY Do Not List Trusttte(s) OF ESTATE I TAXABLE DISTRIBUTIONS (Include widpH ~pwtui dYtribtgbt» atl aeMNrs uMx Set:. 9118 (a) (1.2).] 1. Barbara A. Catlin 5236 Dwrfield Avenue Meahaniasburb, PA 17050 Hartford Annuity Contract N710411297 Inventory Values: 19,073.42 Surviving Spouse 19,073.42 2 Frederick D. Catlin Trust under Will Marital Trust Life Estate Barbara P. Catlin, Surviving Spouse 0.00 Renaintier Interest Patricia Nan Catlin, Daughter Elizabeth Ann Catlin, Daughter 0.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 3FIDWN ABOVE OH LINES 16 THROUGH 1 B OF REV•1500 COVER SHEET, AS APP ROPRUI7E. II NON-TAXABLE DISTRIBUTON3 A SPWSAL Dt$TRIBUTX7NS UND@i SECTION 8113 FOR WNICN AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS: t. TOTAL OF PART q -ENTER TOTAL NONTAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. : 0.00 ew~su 2.00o tt mare spew Is nesoea, use aaattttnal srtwts a paper a the same alas. REV-INDEX+(6YB) SCHEDULE Q I~NTM~ ~N""'" ELECTION UNDER 3EC. 9113(A) ~~ (SPOUSAL DISTRIBUTIONS) TATE OF FILE NUMBER Frodorick D. Catlin 21 SO 0292 Do not compNb thfa acheduN unless the estate is making tM Necaon to tax assets under aecaar aila(/1) of the Inherthnce i Estab Tax Act If the election applies to more than one trust or similar armgement, a separate form must Ise sled far each host. This election applies to the FrYdilriok D . Catlin Trust (marital, residual, A, B, BY-pass, Unified Gedit, etc.) I1 ^ trod Or simllN enanaameM nNMS tM nquirwrrrits a t3aaion ai 13(A), antl: a. The trod ar sknNar artanpameM b tstad M SehsduN 0, and b. Ths wua a the )rust or akniW rranprnrH h arMarw in aArals v in prt r an asad on snhsdula 0, than tM translerors pertarN nprerritdivs may apsdficatly idsnriy 1M trod (all or a hadional ponlon or paroentsas) to ba included In tM dedicn to here such trod a Wrr tier propMy trsrr r ^ 1nuWa tranahr in this stets. If tar than tM rile valor of tM trod or similar progeny 4 Inctisieo r • tarabb transNr on Saisdaa D, tM persaiM reprrarMaiva shah M eonaidand to have made tM dacGai only r to • Iraafon of tM tort or dmiW anana~nrit. 71r numerator of lhY fraaim is equal to iM amount M the trod or simiar areriaemerit Induded r • taubN red on ScliWule O. TM dariaaridor is sgiW to tM tar woe atM boat a a1M1ar arrariaaniarM. PARTA Enter the descriptbn and value of all interests, both taxable and non-taxable, regardless of location, which pass to the de(xsdent's surviving spouse under a Section 9113(A) trust or similar arrangement. IMseriptlon Total from continuation acAedulea vALUE 260,447.93 PartATotal S 260 447.93 PART B: Enter the dsac ' lion and value of sll interests included in art A for whit the Secton 811 3 A election to taxis in made. Dascriprian Fratiorick D. Catlin Trust under Will Value 260,447.93 Part B Total S 260 447.93 (If more space is needed, insert additional sheets Of the same size) awaesx z.ooo Estate of: Frederick D. Catlin Schedule O Part A (Page 2) Description Frederick D. Catlin Trust under Will Assets in Trust Bah. H. Items 1-3 $ 12,180.61 Sah. &. Items 162 822.74 Life Insurance payable 269,471.33 to Estate ------ ------------ Total 282,474.68 Leas Expenses (Soh. H.) (22,026.75) 21 10 0292 Value 260,447.93 Total (Carry forward to main schedule) 260,447.93 ~~.~~'~ 1 i~ LAST WILL AND TESTAML'NT i OF FREDERICK D. CATLIN ~ t, FRI=pERiCK D. CATLIN, of Mechanicsburg, Cumberland County, Pennsylvania, I declare this to be my will, hereby revoking aA prior wills and codicils, I DJstributlon of Ptirsonal Prowrty FiR8T: All my personal effects, clothing, fumkure, fumiahings, ~awelry, !~ automobiles, other tangible personal property of every kind and insurance thereon, I ~ give to my beloved wife, BARBARA A. CATLIN, if she survives me for a perbd ref thirty . I ('30) days. it she shell not so survive me, then I plus the same to my daughters, ; 1 PATRICIA NAN CATLIN and ELIZABETH ANN CATLIN, to be divided between them as my executrix may deem most appropriate, without regard to equakty of such shares, but ~ with due regard for their preferences. Any items not so disposed of shall be sold by my .I executrbc and the proceeds added to my residuary estate. MarltAl Trust 8t3COND: If my wife, BARBARA A. CATt_IN, survives me, i give to my trustees hereinafter named, without deduction For estate or Inherltanoe taxes, a fraction of the property of which ie) the numerator is the smallest amount that, if allowed as a federal i ~ estate tax marital deduction, would result in the least possible federal estate tax being : ~ psyable by reason of my death, and {b) the denominator is the value ps finally determined for federal estate tax purposes of the property which became, or the proceeds of aato, investmertt or reinvestment of which became, part of my federal gross estate. ~~ The size of this trust shat( be determined as though my executors slec~ed to qualify it for the marital deduction in accordance with Section 205t3(b)(i') of the internal Revenue Code or similar provision in effect at my death. regarcllesa of whether my executors in ~ fact ao elect. 1 revogniza that, depending upon the amount of other bequests, the I l amount of my nontestamentary disposltlona, the amount of state death taxes, and other ' l factors, the marital trust may be nonexistent, or may amount to the entire balance of my testamentary estate so that my residuary trust is nonexistent, property not qualified for the mari~l deduction shall not be allocated io this marital trust. ti41Utti Stnrrl: F1.owrx ; During the lifetime of my wife, trustees shall hold and diaMbute the marital trust as ~,r~~~! `SnY, follows: Trustees shall pay and distribute to her the entire net income fmm the principal ;,„ „~,,,~~ ~ ,~,. of the manta! trust, which payments shell be made to her periodically but not less c~„r H,.:. >., frequently than quarterly. In addition, trustee shall from dme to time pay to my wife, or shall apply directly for her i benefit, as much of the principal of the marital treat as (corporate or disinterested) trustee, b its absolute disCretlon, may oonsl+der desirable for her health, maintenance: and support, after oonsidedrp all resources available to her. It my wife and I should die under circumatsnoas which render the order of our deattur uncertaM, br the purposes of this qld R shah be condusNety presumed that my wire survived me. In such event, however tin lieu of the amount above spedited), this gJfl shall oonsbt of that amount but no more of the principal held hereunder wthout deduCtlon for estatts or iMrerltanoe taxes, which moat bs added b the value of all other , property for which the marital deduction is allowed, in order b give my estate a marital deduct~n which would resort In the lowest tots) of federal estate tax on my estate and my wife's estate. Such amount shall be detsrtnined on the assumption that my wife died after me on the data of my death and that her estate was veWed as of the data upon, end in the manner In, which my estate la valued for iedoral estate tic purposes. If arty property that is part of the marital trust shell be or become unproducCrve of incom~r Consistent with its value, my wife may requlro my trustee to make it productive or earveR it within a reasonable lima to property that is clearly productive of income consistent with Its value. ~i trtbutton of Marital Trust Uuon_Daath of _ Ih THgZD: On,the death of my wife. trustee shall deduct and pay m her personal repnsssntative, from that portion of the prindpal of the madtal trust, X any, an amount equal to any addabnal adminiatration expenses and estate and inherhance taxes aaaessed against her estate by roeaon of the Inclusion therein for tax purposes of the then remaining pdnapal of the marital trust, Such amount shat be detent»ned by my trustee, whose determination shall ba eondusiva, Any then remaining balance of prinCipd shall be added to and thereaPoar ahaN forth a part of the prindpsl of the residuary trust, hsrotnafterCreated, to be held and distributed as though odplrtalty s part thered: If tits residuary trust shall not have been created for any reason or shell have been exhausted, Me remarctlnq prindpal shah be disposed of upon the same terms and eondltlons hereinaRer epedfled for the remainder of the residuary treat. 12esiduerv Trust FOURTH: I give the balance of my residuary estate, Including any part of my f estate not distrr~wted under the foregoing provisions hereol, to mY trustee, to hold and SAlu18 ~~ distribute ee follows: During the pfetime of my wife, BARBARA A. CATLIN, trustee shalt s11UrF,1~r.uwt1t pay and distribute to her or for her benefit the gntire net income therefrom, which ~k r.tnl)SAY payments shall be made to her periodicaAy but not less froquently than quarterly. In ""''`- !: addltlon, should the princpal of the marital trust be completely withdrawn or exhausted, .~w~~~ ai ~~`~ ~ tNStae shall from dma to time pay Io my wde, or shall apply directly for her benem, as much of the principal of this residuary trust as (corporate yr dtslnterasted) trustee may oonafder desirable for her health, maintenance and support, after considering all resources available -o her. ~„ ~~~/ ,, ti lZlsoosition of R m~dar I FIFTH: On the death of my wife {or of my death if she has trustee {or executrix) shelf distdbute the rameinl predeceased me), i residue of my estate) as followa~ ~ principal of the realduary trust {or the II A. CHARITABLE GIFTS: ~ (i) twp (2'16) percent, not tD exceed ten thousand (=10,000) dollars, to CPARC ~ {Cumberland PerryAssodatbn for Retarded Gitizena); and ~ (2) one 196 TAn'dy Evangdi~IP~~erah Church ofCamp Hitt, PA, for~~tf>e edvanCement of ~ the music program of the church; ~'I 8. Fihy-two (524b) percent to my daughter, PATRICIA NAN t:ATL1N; ~ C. Fa'ty-Rua (4576) percent to Patricia Nan Catlin, IN TRUST, NEVERTHELESS, ~, upon the following farms and condltiona: 1. During. the lifotime of ELIZABETH ANN CATLIN, to the extent that benotlta are not made evallabls to ELIZABETH ANN CATLIN for other than basic ifvirtg expenses, • incuding food and shelter, trustee, In her absolule discretion, may distribute from ,,,q~li ' income -and Prlncipel to or for the benefit of ELIZABETH ANN CATLfN, for her oases ~ny~G" ~ .other then basic support. Arty income no! so expanded shall be accumuletad and added `~" ~ to principal. For tho purposes of this provision, non-support purohases indude, out are ~ ~ not flmiteed to: dental care; unreirnbursable medical expenses not covered by Medicare „+~° ~ or Medicaid, including plash and reconstructive surgery, diagnostic work, anc ~/" treatment, rehabilitatJve trainkrg and exPOrlmental medical services: su _ ~n , ~ nursing care; recreation, c~dlurai a Pp~emontal '~i~" .others do a xPeriences, outings, and travel, Including payment for acompany astvors said beneficiary; telephone and television, including cab!a ~,~/ television; reading and educational materials; computer equipment and programs; ~~'^ ~ computer equipment and programs; exeroise equipment; and unroimbursed therapy. Truate9'6 discretion in making distributions authorized under this paragraph is abs0iute with regard to distrlbuttons from the trust estate, and shall be gelding on all intereatod '' parsons. if possible, trustee shall make dlafributtona diroctly Io fha service ProvidCr and ;~ not b the beneficiary. ' In authoNtfng any disbibutivn to or for the benefit of ELIZABETH ANN CATLIN, trustee ti"rais ~ must recognize that any such expenditures are to satisfy only non-support noeda and :ttuft, t~~.Uti-'rtc ' that such oontrfbutions, if any, art not intended to displace any source of incomo a t.l\i15AY •' othon+rise available b ELIZABETH ANN CATl.1N for her basic au `~".~`."" Pty (such ea food ~~~ ~~~u~ w v'i" ANNsCATLIN la orumay be entl drnNo portlonsof thth Trus~,s nmtertd~ to be airBeource . of ELIZABETH ANN CATLfN. This trust is intended to be a dfscretionary sperdtrrlft (rust. ~,~v l~l II I I iti I~ it Any and all non-support sums distritxrtod which are related to settlers' daughters ~ medlost can or ahelba- shstl only be made directly to the third party provider and not W setttvrs' daughter. As ttws trust is specitlcaty not Intended to pnrnride basic support and maintenance needs for ELIZABETH ANN CATLIN, d ELIZABETH ANN CATLIN re unaWo 6o maintain and support herself from her own resources and sources o- income, trustee shelf seek such support for ELIZABETFI ANN CATLIN tnxn public sources. The trust has spacidcaJ(y not been creased to supplant or replace pubiirrassfstance beneflta. Tnratse should; therefore, seek ontltlements that are available to members of the community who are expertendng disebflhbs which are substarrtially similar t0 those which • ELIZABETH ANN CATLIN experiences, Trustee shall deny erry request made by any . agency Or govemmentai entity requesting disbursement of trust funds to satisfy', ELIZABETH ANN CATLIN's support needs. Trustee shall take whatever legal steps may be necessary to inNlste or continue any public-sasistance program for which ELIZABETH ANN CATLIN is or may become eligible. Trustee shah bring such actkn in any court having ~urisdidion over the matter, to secure a ruling or order that thin bust la not avaNabte to ELIZABETH ANN CATLIN for support purposes. Any expanses of the trustee, including reasonable attorney lees, in connection wrih maters relating to delerminstion of ttlgibllfty of ELIZA6ETN ANN CATLIN for public support, shall be a proper charge to the trust 2. On the death of EL)ZABETH ANN CATLIN, the then remaining principal and any accumulated and undistributed Income shalt be paid and distributed t0 PATRICIA NAN CATLIN, or her heirs, SpendthrJft Provisl,Qn_ 81XTH: No interest in income or principal shall be essi~ratNe by a beneficiary or available to anyone having a daim against a beneficiary before actual payment to the bsneilciary. ;~ Powers of Executor and Trustee ~~ - II SEVENTH: My executor and trustee, and their successors, shat have the foaoNdng Powers in addition b those given by law to be exercised by them in their RAl!)Iti absolute discretion, which powers shall be applicable to all property held by them, srnrl't: iI.pN6R ~ eRactivs without the order of any court end until the actual distribution of aN such ~', r,l~n4nt I property, b7{i\ t1!i~tAM f ~:9 Nalllr, -,y~: ,„ ~v ~~~~•• r ~ ~ A. To retain any investments at discretion Including stock of any corporate i fiduciary hereunder or of a holding company controlling 8; B, To invest and reinvest In the executor's or trustee's dbcreBOn es permitted under Act 2S of tt~89, the "Prudent lrwestor Act," with the specific right to invest In I stocks, txxtds~anti real estate. including non-income producing residential rest estate for tits ocplpancy of arty pnsssnt Income bensfkiary or bentsticiaries, snd in such common trtlK, dlvarai~ed. money market and muktat funds as my executor and Wares deem . taPP!sr lr~luauag arty, such funds of any carporeba tidudery hereunder or any; successor or sfiYlated carDOMlon or a holding company oorttlopir-g ity C. To see, m grant options for the sale of, or otherwise convert any real or personal property or Interest therein, et public or private sab, for such prices, et such time, M such manner and upon such terms as they may think proper. and to execute and deNver good and suAk~ent conveyances, assignments and transfers thereof without ; l ~~Y ~ anY purchaser to soe to the appllpt(on of the purchase money; 0. To twpow moftey and to secure ttte rel~Y~t thereof by Ittor~ape of rest or ; ~pmP ~Y~pladps of inveser~rtts or oth~y~, bout I}at~lity on the pert of the i pplkation thereof; 5AIDIS stlur'y. FtowEx LINDSAY m . •uw :'oP N.rAn teen c,erp run. r>a I! E. To compromise daims by or against my estate or arty trust created hereunder: '! F. To aUocats and distribute different kinds or disproportionate shares of property or undivided interests In property among the beneficiaries or treats, in cash or in kind, or both; t3. To rogbtsr invespnen~ !n the Hants of a nominee or to hotel the same unregtatacbd to such form tltat they writ pass by delivery: hf. To joht !n any recapltalasUon, merger, reorganizatbn or voting trust plan aftecdng lrnrestments; to deposit securities under agreement; to subscribe Ior stock and bond prfvAeges; and generally to exercise all rights of aecuriry holders: ~. '' 1. To manage, operate, repair, sitar or improve real eataN or other property. and to lease real estate and other property upon such fiarms and for such period as my :, stasctutor and trwtse deem advisable wen for more than five (5) years and beyond the . u duration of any bvs>~ J. To deduct adrrtirlts~atbn expenses upon eilftar the estate tax nstum or' fiduciary income tent ttitur~i, with or without ea mY ~Por+ste or d{sintsrestsd executor shah) der ~t G~~e~n ~1 and income,' ~~ K. To bin with my wife and file any income tax or gift tax returns that ma be due on my behalf and to pay so much of such taxes ae m co y ~' executor nay daerrt ~propriate arut to consent to any 9dts made b ~ dtsMterasted treated as having been made one-half (1/2) by me; Y mY wNe being L. To assodate with them in the absence of a corporate fiduciary, an investment advisor, accountant, snd custodian and other agents and to compensate them out of ~~ princ~al or income or both, as my executor or trustee shag de-armine, such ; compvne9tion fo be a reducdort of the compensation of my wcac:utor or tntetee; i ' Il M. 7o associate wNh them at any time, in !heir absolute discretion and of their' • choice, a corporate fiduciary which shall have the same powers as my exeattor or wstsa, such designatbn by my executor or trustee and acceptance by a corporate ii fiduciary TD be in writing; I N, To delegate >p a corporate tlduciary the exsrrJse of any powers, with the same • effect as i{ the executor or trustee delegating such power had joined In the exercise of such pttwer, and to rovoke any such power, provided, however, the! the revocation o1 'i any each delegatnn ahaA be in writing delivered to arx! accepted by the corporate 'i fiduciary; ,~ t7. Ta wmbtne, wittlout prior Dour! approval, any trust herein watt any other trust ,i with aubstendaNy simNar provtabne, although such other trust may have been created' by separate tnetruments and by diffen9nt persons, and, if necessary to protect dlBerent future interosts, to value the assets at the !who of such combination and to record the • proportionate interosl of each separate trust In the combined fund; P. To permit any present benefiaary to occupy any real estate loaning part of the trust estate without rut! or on such other terms and condttlons as the disinterested or corporals fidut:Jary shall determine; e .i a, , II , i' I~ .I 3A1L113 •tiilf•f: FtAtvl:rc R ellaal!ll!~l~~lSr~Y h11 v~y~~.h•r~r..\N :IP/ X,: ti 5irr.: Ga.np .~ ~.:. Q. To exercise any stock options which they may receive, including stack from any source as my executor or Trustee may deem necessary for the exercise of such opUona; and to pledge assets as my executor or trustee deems appropriate for this purpose; and R. To disdatm any interest in property without court approval; and S. To do sit other acts and things necessary or appropriate In the management, admwtlstrotion end distribution of myeafate ofirwt. Payment of Dew T~ EIGHTH: AU estate, inheritance and other death taxes, together with interest and penalties peyaWs thereon, with respect to property or Enterests passing under my wHl shalt be paid out of the principal of my residuary estate without apportionment. ADOOlntnt~nt of Executor and Trustee NINTH: A. tf my wife survives me, I appoint my wife, BARBARA A. CATLIN, and the ORRSTOWN BANK, and Its successors and the survivor of them executoro and trustees of the Marital and Residuary Trusts hereunder. If BARBARA A, CATLIN Is unable Or unwilling to qualty as coexecutor or co-tnratee o-, having qualified, is unable or unwtlling to continue to act, l appoint PATRK;IA NAN CATLIN in her place. r'. _./ i ~~~. ti B. l/ my wife fsNs to survive ms, i appoint PATRICIA NAN CATt.IN ac ~ ti my sots executrix. ,1 C. It Patricia Nan Catlin should be unable Or urnvilhng to serve, or to 1 continue to serve, as trustee of the dhcrotionary spendthrift trust created by Item I FIFTH.C. herein, then I appoint the ORRSTOWN BANK as altemete or sucoesaor ` trustee of that trust for the benefit of my daughter, Elisabeth Ann Catlin. y~i )ver of Son! TENTH: I direct that no fiduciary hereunder shall be required b furnish bond in any jurisdiction. Comosnastlon of Fiduciaries s~~ 1 ots ~}illfr; t"U)tRfli 1G I.INt15.~V d ~'ti EIN4^: ~, l~1 ,'xr; !i 81 Pi Ef.EVENTH: Any Individual fiduciary ssrvlrt8 hereunder without a corporeto " rtduamy ahati be entitled to compenaatbn in aooordence with the schedule of compenaadlon of a corporate fiduclery exercising fiduciary powers !n the jurisdiction in which I die domiclted, which oorporete fiduciary shall be selected by my individual fiduciary. Any corporete fiduciary sorving hereunder shall be compensated as such in at:ooniance with its schedule of tees in effect from tkne t0 tlrne when such services aro rendered. have signed this udA this ~_ day of ~t'`~9 f~~ r 2006, FREDERICK D. CATLIN, Testator i , i 1~ 11 II i Signed by FREDERICK D. CATUN, the testator, as his will, Jn the presence of us, who. at his request, in hta presence, and in the preaenoe of each other, have signed our nar»es as wfirleaaBa. `'~ ~`C~~~ W W' Wiinesa Addres~s~~"- ~ w ' ~Sf.. ~_ tt~ ritf~ i Wltrtees C t+L~ 4• K,. t•• S~}+. Addrosy ' '- ~ ACKNGYVIEDGMENTAND AFFIOAVlT !! Commonwealth of Pennsylvania )SS. ll County o/Cumberland ) We, FREDERICK D. CA7LIN, the testator in and the undersigned witnesses to the wi'I, the attached or foregoing instrument, who have afgned the instrument, having hae~i qualified according tQ law, do depose and say: (a) that I, the testator, do hereby acknowledge that I siprred the instrument as my wAl, that t signed it wllKngly and as my free and voluntary act for the purpasea :herein expressed; and (b) that we, the witnesses, were pr®sent and saw the testator sign the instrument as h;s last wiR, that he sgned it wINingly and executed it es his flee and voluntary act for the purposes therein expressed; that each of us in the hearing and eight of the testator signed the will as a witness and that to the Hest of our knowledge the testator was a: that time 18 or more years of age, of sound mind and under no constraint or uncue inftu~oe. 3wrom or aftirrrred to, subscribed acknowledged afore e~by the testator and the aforementioned witnesses this day of ,, 2i]pg. s-ur~ls sunrr. f~la~~~~t~x (v 1.lKr11'Al' i', ~~V .I II. :.1 Otary bll MyCommisafon xplres: F 1 YI '1 . ~~lirt.'~~ 1~'G~mmIO~Fp¢r~Uot )7,~p75 1N~pr h~;~aib Aswcalen d N7lUW .~i . w... ~ ..~.....t_ti . witness ` ''"' t sr~(,y~ ,r, ~o .~.^G c , YIN r • r- „O~o i ~ O S~'~ d N r ~~~ e,~ ~ o N Q' ll7 lL N () (D 6 r V ~ `ls+ N ~ Q o~irNn o o g a- N .o .~- ~ ~~ ~ 0 °~ -o .~ ~.- .~ M1 Y ~~ ~~ v ~~ ~- V ~. ~ •~ Z 4 ~. V a =- u +~ ~ ~ ~ ~ ;. o '^r r ~ r ,i -~- v ~ ~ a ~ ~ ~~~ ^ ~~ w O w H .. C7 x _~ a ~ M w '~ q O -z oa _~ ~W -~~~~ a ~~o~ McNees Wallace & Nurick ~~c ~i~dtii~~rki~ 100 Pine Street • PO Box 1166 • Harrisburg, PA 17108-1166 Tel: 717.232,8000 • Fax: 717.237.5300 August 17, 2010 VIA CERTIFIED MAIL Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of Frederick D. Catlin File No. 21-10-0292 Dear Sir or Madam: David E. Gruver, Pa. C.P. Parabgal Direct Dial: 717.237.5362 Direct Fax: 717.260.1658 dgruver~mwn.com Enclosed for filing are the Inheritance Tax Return (REV-1500) and Inventory for the above- mentioned Estate along with a check for the filing fee in the amount of $30.00. Please date- stamp our file copies and return them to me in the envelope provided. If you have any questions or need additional information, please contact me. Thank you. V truly rs, vid E. Gruver a. C. . aralegal Enclosures c: Patricia N. Catlin www.mwn.com N o `7 CQ t~ -, i .~ ~~ r ~ ~ ~„ ~mr~ r,-, ,-,°~ ~ ~. ,:~ s , (~ ~ _ _ =; ~~ ~ -° -- , : ~-~ ' ' w <' ' .o FIARRISBURG, PA • I..AN('iASTER, PA • STATE COLLEGE, PA • HazLETON, PA • (;OLUMBUS, OH • WASHINGTON, DC