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HomeMy WebLinkAbout11-01-101505610143 REV-1500 ~`(°'~'°"~ OFFICIAL USE C PA Department of Revenue Pennsylvania c,,,nty Coos y, BUreaU of Individual Taxes °°""TM°RO'"M""E Po Box.26osot INHERITANCE TAX RETURN 21 0 Harristwrg, PA 1712&0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 00314 206 16 1496 03 07 2009 02 25 1927 .Decedent's last Name Suffix Decedent's First Name MI WILLIAMSON GLENN S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI I WILLIAMSON JUNE M Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE VI~ITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Ret rt; (date of death pnor to 12-13-8 ) ^ 4. Limited Estate ^ 4a, Future IrKereat se 5. Federal Estate (date a death atee~~zf O z-az> ^ T x Retum R wired ~ ~ 8. Decedent Disd Testate ~, rat Mair~ta~ned a Living Trust ~ 8. Total Number (Attach Copy of wllq ^ Attach Copy of Trust) efe D ~ eposit Boxes ^ 9. Litigagon Proceeds Received ^ 10. sal PpverN Credit{dais Mdeath ^ 11.EIecNon to tax 2~319t ara 95 n{ler Sec. 9113(A) (Attach Sch. O i CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATI N HOULD BE DIRECTED TO: Name Daytime Telepho a Number NEIL E HENDERSHOT ESQ 717 54p I 70 REGISTER OF I i LS USE ONLY First line of address I', ~ 2080 LINGLESTOWN ROAD c Second line of address ~ G'; `~. SUITE 2 O 1 i `,= ~~ y J~ 44 City or Post Office D 4" w:' `; State ZIP Code , 'p _r,, HARRISBURG PA 17110 _ - ~' F Correspondents a-mail address: nh@ndershot~ssbC-18W.com .. M ^ t.r+~ t0 Under penaHies of perjury, I dedare that I have examined this return, induding accompanying adredulas and statements, and to the t it is true, correct and complete. Dedarotion of preparer other than the personal representa8ve is based an all intormadon of which p ot r my knowledge and beliet, as any knowledge. SIGNATU OF PER SPONSI&.E FOR FILING RETURN DATE Catherine Anna Keidel ADDRESS 633 Brown's Trace Road ric o VT 05465 TORE SPARE THER REPRESENTA DATE Neil E. Hendershot Esq. /6 A SS 2080 Lin lestown Road Suite 201 Harrisbur PA 17110 Side 1 15056.10143 15056101 i ~ J 3 .~ r7 :., s~ 1505610243 REV-15oo Ex Decedent's So~ial Security Number '`~~ Williamson, Glenn S. 206 16~! 1496 RECAPITULATION 1. Real Estate (Schedule A) ........................................................::............................. 1. ~t69,286.62 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. 4. 5. 6. 7. 8. Closely Hekl Corporation, Partnership or Sole-Proprietorship (Schedule C)......... Mortgages 8 Notes Receivable (Schedule D) ........................................................ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ Inter-Vivos Transfers & Miscellaneous ton; Probate Property (Schedule G) u Separate Billing Requested............ Total Gross Assets (total Lines 1-7) ..................................................................... 3. 4. 5. 6. 7. 8, 2,112.68 2,766.76 , 2 7 4 ,16 6.0 6 1Z , 7 65.50 9. ...................... Funeral Expenses 8 Administrative Costs (Schedule H) ................. 9. I ~I 441.54 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule q .............................. 10. ', 13,207.04 11. Total Deductions (total Lines 9 ~ 10) ..................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 2 60 , 959.02 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an elediondo tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (line 12 minus Line 13) ............................................... 14. ~ 2 60 , 95 9.02 TAX COMPUTATION - 3EE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable ', at the spousal tax rate, or transfers under Sec. 9116 0 00 15 0 . 0 0 ~ . (a)(1.2) X .00 . , 1 s. Amount of tine 14 taxable 2 60 , 95 9.02 1 s. ', 11, 7 43.16 at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17 j 0. 0 0 . at sibling rate X .12 . 18. Amount of Line 14 taxable 0 00 18 0.00 . at collateral rate X .15 . 19. Tax Due .................................................................................................................. 19. ', 11, 743.16 20. FILL IN TFIE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ! ^ i 'i ide 2 l 'I I~ i ~I L 1505610.243 -- -- -. 150561~~43 J REV-1500 EX Page 3 rlwr_nrlnnt': (:emelete Address. File Number 21-08-00314 DECEDENTS NAME YYilpamson, Glenn S. STREET ADDRESS 311 Glendale Drive CITY Camp Hill STATE PA ~ 21P 17011 Tax Payments and Credits: 1. Tax Due (Page 2, line 19) 2. Credits/PaymeMs A. Prior Payments B. Discount 0.00 3. Interest 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Ctreck box on Page 2 Llne 20 to request a refund 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Make Check Pavabie to: REGISTER OF PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE TE BLOCKS 1. Did decedent make a transfer and: I Yes No a. retain the use or income of the property transferred :........................................................................~...... b. retain the right to dreysignate who shall use the property transferred or its income : ::::::.....:..:::::...:...1....... c. retain a reversions interest; or .............. 1....... 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 deatfr wi~lrout receiving adequate consideration? ............................................................................................................a...:... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her deaih?~...... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficia desi nation? ................. .............................................................................................. ^ rY 9 IF THE ANSNYER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE I ~ PART OF THE RETURN. For dates of death on or aRer July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers ~o ~'r 1br the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or aRer January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the s r~riving spouse is 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 req irl9merrts 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 aRer July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 are of age or younger at death to orlfor hb use of a natural parent, an . adoptive parent, or a stepparent of the child is 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 4.5 perclant eDccept 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 12 percent [72 P.S. §9~1 1'6 (a) (1.3) . A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whet:h~r by blood or adoption. (1) 11,743.16 Total Credits (A + B) ' ~ (2) (3) (+~) 0.00 (~> 11,743.16 R•v-1503 EX+ 1~1 SCHEDULE B STOCKS 8~ BONDS cow~roww~TM of asar+snYANIA s•~trr~ r~x ra:ttxtN aEe~+ro ESTATE OF FILE N~1 BER Williamson, Glenn S. 21-09 314 ai ~r•p.ny )amiyown.d wRn Hans w wrvivonhip n•as t» di•cio••d on scn.dW F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VAUU VALUE AT DATE OF DEATH 1 26.581 shares of 500 Index Fund -Vanguard 500 Index 106.65 ', 2,832.73 mutual fund, valued per Vanguard's valuation report stated as of 05/11/2009 (attached to PIT Retum filed with DoR) 2 2,372.928 shares of Equity Income Fund -Vanguard Equity 18.92 ' ~ 44,895.80 Income mutual fund, valued per Vanguar+d's valuation report stated as of 05/1112009 (attached to PIT Retum filed with DoR) i 3 9,886.832 shares of Inter-Term Fund -Vanguard Inter-Term 9.87 97.386.62 Investment Growth mutual fund, valued per Vanguard's valuation report stated as of 0511 U2009 (attached to PIT Retum flied with DoR) 4 inter-Term Fund -Accrued dividend on Vanguard's Inter- 141.92 Term Investment Fund 5 1,572.789 shares of REIT Fund -Vanguard REIT Index i 17.47 ', 27,478.62 mutual fund, valued per Vanguard's valuation report stated as of 05H 112009 (attached to PIT Retum flied with DoR) 6 2,265.229 shares of Wellesley Income Fund -Vanguard 20.90 47,343.29 Wellesley Income mutual fund, valued per Vanguard's valuation report stated as of 05/11/2009 (attached to PIT Retum flied with DoR) 7 3,971.722 shares of Windsor Fund -Vanguard 5001ndex 12.39 ' 49,208.64 mutual fund, valued per Vanguard's valuation report stated as of 05/11/2009 (attached to PIT Return filed with DoR) TOTAL (Also enter on Line 2, Recapitulation) ~ ` 269,286.62 (B more apace la needed additional pages oT the same size) Copyright (c) 2002 form software only The Lackner Group, inc. Forrn P14-1500 Schedule B (Rev. 6-98) i ~I i Rw-1607 tXf (ti-9d) COIieAONVVEALT1i OF PEwIBYLVANIA NiERITANCE TAX RETURN REBIDENTDECEOENT SCHEDULE D MORTGAGES ~ NOTES RECEIVABLE ESTATE OF FILE NU DER Williamson Glenn S. 21.0 $14 AN property JoMtly-owrwd vMth right or suMvonhlp Reret be dieelosed on Schedule F. i ITEM ' VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Williamson, Robert G. -Decedents one-half share of principal debt owed to Decedent ~y ~i~ 2,112.68 aon and remaining due at life tenants death, valued per post-mortem payoff 8 mortgagle !, satisfaction i TOTAL (Also enter on Line 4, (fl more space is needed, additlonal pages of the same Mize) Copyright (c) 2002 form software only The Lackner Group, Inc. ulatior~) I, I 2,112.68 Form P~11-1~5d0 Schedule D (Rev. 6-98) I Rw•150a tJ(t (a-aa) SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY corwortwruxnt of n~sv~v~wa aa~wT~ r~x rtETUnro aeeloert lxc~xr ESTATE OF FILE NU DER Williamson, Glenn S. 21-08314 Include fhe prooesda d IAi~etion and cis date the proossde vrxs received by the sable. All property jof ~ownW whh tM Npht of survlvorehip mueE tx tMacbasd on schedule F. ITEM ' VALUE AT DATE NUMBER DESCRIPTION J OF DEATH 1 Metro Bank - F~tate/Trust checking account balance, valued per statement dated 05/3110 2,766.76 using balance as of OS107N 0 (with no withdrawals until death of life tenant) ', TOTAL (Also entlsr on Line 5, Recapitulatiorh) ~ I 2,766.76 (K more space is needed, additional pages of the carne size) ~ Copyright (c) 2002 form software only The Lackner Group, Inc. Form pA-'~5~0 Schedule E (Rev 6-98) re=v-~~a~ rk.t~o-0el c nww SCHEDULE N FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE INU DER Williamson, Glenn S. 21-09 314 Debts of decedent must be reported on Schedule L ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Catherine Anna Keidel street Address 633 Brown's Trace Road ~~'~~ City Jericho State VT zio 05465 Year(sl Commission raid ~•~ See continuation schedule(s) attached 2. Attomev's Fees 11,000.00 See continuation schedule(s) attached 3, Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation) Claimant Street Address City State 2io ~ Relationahi~ of Claimant to Decedent ~~ 4. Probate Fees 36.00 5. Accountant's Fees 888,50 See continuation schedule(s) attached I 6. Tax Retum Preparer's Fees I, 7. Other Administrative Costs 583,00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) . i 12,765.50 Copyright (c) 2009 form soRware ony The Lackner Group, Inc. Fonn PIA-'~ti00 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NU I~ER Williamson Glenn S. 21-0 314 I ITEM ', NUMBER DESCRIPTION AMOUNT Personal Representative Commissions ~, 1 Keidel, Catherine -Commission by successor administretoNtrustee ', 500.00 H-B1 ' 500.00 Attornax Fees 2 Serratelli, Schiffman 8 Brown, P.C. -Legal fees 5,000.00 3 Wallet Esq., Debre K. -Attorney fee incurred by Estate prior to life tenants death, paid by 6,000.00 Trust post-mortem ', H-B2 I 11,000.00 4 Accountant Fees Collins CPA, Michael -Accountant's advisory services ', 766.50 5 Collins CPA, Michael -Reserve for preparation of fiduciary income tax returns ' 500.00 H-B5 'I 666.50 6 Other Administrative Costs Capitol Copy Service -Photocopying charges related to documents required for transition ' 515.00 from deceased Executrix, June M. Williamson, to successor administretor, D.B.N, C.T.A1., Catherine Keidel 7 Keidel, Catherine -Reimbursement of postage costs advanced ' 48.00 H-BT I 563.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form pM',1l100 Schedule H (Rev. 6-98 i L_ Rw_1612 EYa (121 +~ SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS co(YwowwFxn(oFrErx~renv~ n++sr+rtulc~ r~x neru(~w nesioewr oECm~r ESTATE OF FILE ICU DER Williamson, Glenn S. 21-018 1314 R.po(e d.ba inau(na by aw dacsesnt paw w a.an that nmdn~d w(pNd n rhs dab w dNBU inuudtay w(ntmbur,.d nt ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Wallet, Debra K. -Debt owed to Attorney for out-of-pocket expenses advanced prior to ~I 441.54 tenant's death, paid by Trust post-mortem !, ~'~ I i i i ', I I i TOTAL (Also enter on Line 10, Recapitulati{~n 441.54 (K more apace is needed, addkional pages of the same size) li Copyright (c) 2009 form soRwaro only The Lackner Group, Inc. Forrn PIA-500 Schedule t (Rev. 12-OS) r _..... __. .. .. __. ..._ __.. REV-7b1SEX+f11.Ob) SCHEDULE J BENEFICIARIES Form t~A-~5b0 Schedule J (Rev. 11-08) ESTATE OF FILE DU MBER Williarr~on, Glenn S. 21-b9 314 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ES?A ' MOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) 'i ', (Sa3) I TAXABLE DISTRIBUTIONS (include outright spousal !, • d~stnbutwns, and transfers ~ under Sec. 911 a 1.2 Robert G. Wililamaon Son Entire Treat 206 N. Edgmont Street remainder Media, PA 19063 I !, I I 'i i I i Total ~~ Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 covers a NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTR1BU710NS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOfi T~-I(EN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I !~ ~'i i !i ~I i Copyright (c) 2009 form software only The Lackner Group, Inc. r _i .. _.- -_.---_. ----' B v ~,~. ~' v ~ .. ~ ~ Q w til ~: r r ~. w u ' _, ~. ~ , o o r ~n ~ Q ru d B ..._ ~' _ 9! ~ ~ C}7 N $ a£ P~~ ~" $W .. ... _ T ,,.. Estate/Trust of Glenn 5. Williamson, deceased Rev. No. 21-09-0314 PA REV-1500 re: Trust Remainder Return Explanation and Exhibits to Estate/Trust Remainder Return This Pennsylvania Inheritance Tax Return (PA REV-1500) is filed for the ~st~tie/Residuary Trust of Glenn S. Williamson (SSN:206-16-1496), who died on March 7, 2009. ~'h~ life tenant of the residuary trust was the Decedent's surviving spouse, June M. Williamson (S~N~: 166-20- 8510), who then died on May 11, 2010. Upon the filing of Glenn's Pennsylvania Inheritance Return, his Estate did r dt make an election to tax under Section 9113(A), so that no inheritance tax was paid initia~ly,~ due to the continuing trust for the benefit of the Decedent's surviving spouse. The first re~u n for Glenn's Estate, filed by the initial personal representative, was cleared by the PA Depar~m nt of Revenue. Upon the death of the life tenant, Inheritance Tax then became due updn he remainder interest of the Trust, based upon balances and values stated as of May 11, 201. is Explanation is attached to the second return for Glenn's Estate/Trust, filed by the successor personal representative. i Attached as numbered exhibits to the Return are the following copies of~ d~cuments (supplied only with the original of the Return designated for the PA Department o~ Revenue and not with the copy of the Return placed on file with the Cumberland County IR~gister of Wills): 1. Death Certificate for Glenn S. Williamson (Decedent) 2. Death Certificate for June M. Williamson (life tenant) 3. Grant of Letters Testamentary, dated April 3, 2009, to June M. Wilti~m~son as Executor, for Decedent's Estate ', 4. Decedent's Last Will and Testament, dated February 17, 2008 5. Grant of letters of Administration, dated July 8, 2010, to Catharine ~IAr~na Keidei, a/k/a Catherine W. Keidei, as Administrator, D.B.N.C.T.A., for Decedelnt~s Estate (including Trust) 6. Vanguard asset valuation report, transmitted by letter, dated August 2~, 2010, from Vanguard (Re: Schedule "B") ~i, 7. Metro Bank statement, dated as of May 7, 2010, for Estate account (~u-e~ Schedule ,.E„) ~, US.iWS REV Wlllpf LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It fs iliegal to duplicate this copy by photostat or photograph. ,; . ;e for this certificate, X6.00 i nis is so cernzy ~ma~ uK ~nrvimanvn nece g~vcn ~~ correctly copied'~fiokn an original' Certificate of Death duly filed with me'' as Local Registrar. 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D it Ifrw OuMMMC~w.~p.~.~Dr o MI .~. ~..~. ~Q~.,,(~b~' l a'~! ~ ~ ~ ~ ~ a~iAv~'a ~~ a ~r~ vcvl h~u u, ~ t, ~d , CA ~•b hd t _ Qw-(~a ~ c r REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No. Estate Of: Late Of : LOWER ALLEN TO y~/NSH/P CUMBERLAND COUNTY 1- 09- 0314 Deceased Socx aI Securi ty No : 206-16-1496 WHEREAS, on the 3rd day of April .2009 an instrument ~~ted February 17th 2008 was admitted to probate as the last wi~~ of GLENN S W/LLIAMSON ~~ Ia to of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 7th day of March 2009 and, WHEREAS, a -true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Regiatelr '' cif Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvar~i~, hereby certify that I have this day granted Letters TESTAMENTAf~Y~~,to: JUNE M W/LLIAMSON who has duly qualified as EXECUTOR~RIXI and has agreed to administer the estate according to lawr,~'all of which fully appears of record in my office at CUMBERLAND COUN~'Y~I COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand avda~ffixed the seal of my office on the 3rd .day of Apri/ 2009. ~3 (CERTIFICATE OF GIANT OF LETTERS LAST Y~ILL ~kND ThST~bII+NT Oh .. C LYNN S. IKILLI~MSON ~~, I, GLENN S. WILLIAMSON, of Camp Hill, Cumberland County, Pen~syl~rania, being ', of sound and disposing mind, memory, and understanding, do hereby make, pu~li~h, and declare this to be my Last Will and Testament and hereby revoke all other Wily a Codicils that I have made, including the Will dated April 16, 200E FIRST: I give and bequeath all of the tangible personal property i~ca~t~d at my residence to my beloved wife,' JUNE M. WILLIAMSON, so Long as she shall si~r~ive me by thirty (30) days. SECOND: Should my beloved wife, NNE M: WILLIAMSON, surv~v I me, all the .. ', rest, residue, and remainder of my Estate, of whatever nature and wherever situ~at~, I give, devise,:and bequeath into two separate trusts, hereinafter known as ".Trust A" aid "Trust B." . . Trust A 'shall consist of the largest amount, if any, that can pass free of federal $s tie tax by ~ reason of the unified credit and the state death .tax credit (to the extent that use df type state i death tax credit does not increase state death taxes otherwise payable by my estalte~ allowable under the federal estate tax law and after taking. into account {a) all other genera a~i specific . . bequests and devises under my will and any codicil thereto and {b) all property ~a~sing otherwise than under my will and any codicil thereto, which do not qualify for tie Ini~aarital or charitable deductions permitted under the federal estate tax law, and~all charges i,to pjrincipal that aze not deducted in computing my federal estate tax. Trust B shall compris~ o~f',the ~~i remaining fractional share of my assets, after setting apart Trust A , If my spouse and I die under circumstances creating any doubt as to the order of our deaths, then my spouse shall be conclusively presumed to have survived me, and my Estate shall be administeredd ~cicordingly. THIRD: ~ Trust A shall be administered as follows: A. During the lifetime of my spouse: 1. All of the net income shall be paid to my spouse ~ua~rterly or at more.frequent intervals at the discretion of my Trustee. 2. So much of the principal of the trust as my Trustee r~y in his discretion deem proper for my spouse's welfare, comfort, maintenance, and su~p~~t, provided however, that no part of the principal of Trust A shall be used for my spouse's ipe~sonal needs '' until the principal of Trust B is first exhausted. I~ B. Upon the death of my spouse, the principal of Trust A sl~al~ be paid to me by thirty.(30) days, but be represented by children then living, these chiidr~n hall take, per stirpes; the share to which my san would .have been entitled. Should any o~ ~iy- beneficiaries not have attained the age of thirty (30) years at the time of my de~th~ I direct that. my Estate as given to such beneficiary be given to my Trustee, hereinafter uan~e~, in trust; as provided in paragraph NINTH herein. my son, ROBERT G. WILLIAMSON, of Media, Pennsylvania. Should my soin ~afil to survive FOURTH: Trust B shall be administered as follows: A. During the lifetime of my spouse: !~ 1. ~ All of the net income shall be paid to my spouse ~qu ly or at more frequent intervals at the discretion of my Trustee. '~ ~, 2 2. As much of the principal as my spouse may at anX timme and from time to time request in writing from the Trustee shall be paid directly to my 3. So much of the principal of the trust as my Trustele discretion deem proper for my spouse's welfare, comfort, maintenance, and B. Upon the death of my spouse, the Trustee shall pay over ri~ principal, together with all income accrued and unpaid to the date ofl death to such person or persons as my spouse shall appoint by Will, expressly ~¢ power of appointment herein given, or in default of such appointment, my the same to Trust A to be held as though originally forming a part thereof, after providing for the payment from the remaining assets of Trust B such portion oi# tl estate tax, including penalties and interest thereon, as may be imposed upon m}~ s by reason of the inclusion of the principal of Trust B in my spouse's gross estate federal estate tax. FIFI`H: A. ..In the administration of Trust A, Trust B, or any other trigs as a result of this Will, the Trustee shall have the following powers, deemed to' b+ • supplementary to and not exclusive of, the general powers of trustees pursuant ko including all powers necessary to carry the same into effect, all of which shall ~e ;, and, ay in his rt. then :spouse's Nring to the shall add ~st paying or :'federal dose's estate ~biect to established and in a fiduciary capacity: '' ~ - 1. To hold any or all of the Trust Estate in the form rec~iv~d. 2. To sell at public or private sale, to mortgage, pledge, or hypothecate or to exchange or lease (including lease for a period extending beyond the ter~~ o~ xhis Trust), i 3 any stocks. notes, securities, real estate, minerals, and other trust property, upon ~'~s~ach terms, cash or credit, or both, as he may deem advisable. 3. To invest and reinvest the Trust Estate in investments) li~n~ted to real 'I or personal property, minerals, royalties, and leaseholds. 4. To construct, add to, repair, or demolish (in whole o~ ~ part) any improvements upon any Trust property. 5. To participate in any reorganization, consolidation, r~er~~r, or dissolution of any corporation, the stocks, bonds, or other securities of which ~ Ibe held at any time as part of the Trust Estate and to receive and continue to hold any prdp~rtiy which may be allocated or distributed to it by reason of participation in any such merger, or dissolution. 6. To make or hold investments or any part of the Trust! E~t~te in common or undivided interests with other persons, corporations, or trusts. 7.. To demand, receive, receipt for, sue for, and collect an~r !and all rights, money,.properties, or claims, to which this Trust may be entitled, and ~o ~cbmprorr settle, arbitrate, or abandon.any claim or demand in favor of or against this Trust. 8.. To borrow funds for this. Trust in such amounts and ~~ such purposes as he shall deem for the best interest of this Trust and the beneficiary) tl#.ekeof, and to purchase property on the credit of this Trust, and, in connection with such bo~ro~i'ing or such purchase, to execute and deliver promissory notes or other evidences of indeb~e~ness of this, Trust and to mortgage or pledge all or any part of the Trust Estate to secure pay~n~ent of such indebtedness, and to repay such indebtedness out of the Trust Estate. !, 4 __. __ ,_ ,_ , 9. To employ agents, legal counsel, brokers, and assistatnts~ and to pay their fees and expenses as he may deem necessary or advisable to carry out the provisions of this Trust. 14. To vote in person or by proxy any shares of stock whi~h may form part of this Trust. 11. To lend money to any person or persons upon such tier, but with adequate interest and security, as he may deem advisable for the best interests cif Trust. To elect, appoint, and remove directors of any corporation, the stock of which ~sh~ll constitute . Trust property, and to act as a director a~ officer of any such corporation. 12. Generally, and without limitation by any specific enhmeration herein, to manage, control, operate, reconvert, invest, reinvest, sell, exchange, lee, mortgage, pledge, pool, or otherwise encumber and deal with the property of this Trust, for and in behalf of this Trust and the beneficiary thereof, to the same extent and writl~ the same powers that any individual would have in respect to his own property and fund. ~, i ~- ~ 13. To acrfreely under all or any of the powers by this. ~g~eement gives to the Trustee in alI matters concerning this Trust, after forming his judgment ba~eid upon atl ~. ~~ the circumstances of any particular situation as to the interest of this Trust and~''~th~~beneficiary hereunder, without the necessity of obtaining the consent or permission of any person '' interested therein, or the consent or approval of any court, and notwithstanding that he may also be acting individually, or as trustee of other trusts, or as agent for other po~as or corporations interested in the same matters, or may be interested is connection v{+i~h the same matters as stockholder, director, or otherwise, provided, however, that he shabl ~x~rcise such S powers at all times in a fiduciary capacity primazily in the interest of the beneficiary hereunder. 14. To invest trust funds in interests in any common trust ~~ or funds '~' now or hereafter established and being administered by the Trustee solely for tl~e ~nlvestment of trust funds. '', 15. To make, in his sole and absolute discretion, any ingon~~, estate or gift tax elections, including the appropriate election to qualify the entire trust oar a~j~ percentile or fractional share of the property for the marital deduction as qualified termin~bl~e interest B. The Trustee of Trust A shall have the sole discretion to s%el~ct the specific assets, in cash or in kind or partly in each, which shall constitute Trust ~; ,provided, however, the property transferred to Trust A shall carry with it as income and ~o~ us principal its proportionate share of the income of the trust and the estate, if applicable, alnd II, each asset selected for Trust A shall be valued at its fair market value as determined on thje ~aite of its transfer to Trust A. It is the intention of the Testator that assets selected for Tt B should qualify for the marital deduction under the Internal Revenue Code and the Testiat~r directs that ~~~ the provisions of this Will be interpreted in accordance with such intent. The ~+o~rds "marital deduction" and "pass" as used herein shall have the same meaning as said wor~s $~ve in the Internal Revenue Code. The Trustee of either trust shall not have any rights, ~ovllv~rs, duties, authority, privileges, immunities or discretion to the extent that such would d''i$gt~alify the trust I for the maximum marital deduction. SIXTH: Should any of the Trusts created pursuant to this, my List VlVill and Testament, in the sole opinion of my Trustee, be or become too small to wazra~nt continuing I 6 such fund in trust, or should its administration be or become impractical for. any okher reason, my Trustee, in his sole discretion, may terminate the trust and distribute the trust assets to the • ', beneficiaries. SEVENTH: Upon my death if my wife, JUNE M. WILLIAMSON, falils to survive me, I give, devise, and bequeath all of my real estate, together with all tangible, p~rsonal property located at my residence, inchuling any automobiles owned by me at this t~ume~ of my I death to my son, ROBERT G. WILLIAMSON, of Media, Pennsylvania, so long ~s he shall survive me by thirty (30) days. EIGHTH: Upon my death if my wife, JUNE M. WILLIAMSON, faliis to survive me, I give, devise, and bequeath all the rest, residue, and remainder of my estate, of whatever nature -and wherever situate, as follows A. Forty (40 ~) percent to my son, ROBERT G. B. Thirty-five (35 °~) percent to my granddaughter, CA' KEIDEL, of Charlotte, Vermont; C. .Twenty-five (2596) percent to my granddaughter, PHYLI~.IS~ WILLIAMSON, of Media, Pennsylvania. ANNA Should any of the above beneficiaries be deceased but be represented by cl living, these children shall take, per stirpes, the share to which my beneficiary wi been entitled.. NINTH: 'Should any of my beneficiaries not have attained the age pf at the time of my death, I direct that my Estate as given to such beneficiary be then have (30) Years to my Trustee, - hereinafter named, in trust for the following uses and purposes and upon the fo~lo~ing terms: 7 A. The net income of the Trust shall be paid to and be applied for my beneficiary's care, maintenance, education, or support at such times as my Tru~te~ shall determine in his absolute discretion. Should the income from this Trust be insufficient to ~rc~v~ide adequate maintenance, education, or support, my Trustee, in his sole discretion, may inv~d~ the principal for this purpose. Fifty percent (SO°,6) of the principal shall be distributed to the beref~ctary on the day after the beneficiary's twenty-fifth {25th) birthday. B. I specifically duect that my Trustee shall not be required ~o negate the shares held in Trust in same sepaxate accounts prior to the termination of any T~us~ created hereunder. C. If the beneficiary of these trusts is the beneficiazy of any l~fel~ihsurance licies, any pension plans, or other contracts, the proceeds of such policy, play,, c~r co~ract may be added to such trust at the sale discretion of my Trustee. ', D. This Trust shall terminate, oral the Trustee Shall pay the a~cu~ulated and ~~ d ' c me then remainin in his hands at termination to ~m und~strzbuted principal an u2 o g i $- ~~ beneficiary when my beneficiary has attained the age of thirty (30) years. If my ~,be'aneficiary dies prior to attaining the age of thirty (30) years, then the Trust shall terminate ~ppm my beneficiary's death and shall be distributed to the issue of this beneficiary, in eq~al I sliares, per stirpes. Should my beneficiary die without issue, then the Trustee shall pay the ~c~uunulated ~_ ~, and undistributed principal and income then remaining in his hands at termination i~n accordance with Paragraph EIGHTH, as if no trust had been created. 'I TENTH: All interests of any beneficiary in the income or principal ~f his Estate, while undistributed and in the possession of my Executrix and Trustee, even tho~g>~ crested and ICI 8 i. , _~ distributable, shall not be subject to attachment, execution or sequestration for atiy I, debt, contract, obligation or liability of any beneficiary and, furthermore, shall not bel sulbject to pledge, assignment, conveyance, or anticipation. ELEVENTH: All inheritance, estate, and succession taxes (including intst and any penalties thereon) payable by reason of my death shall be paid out of and be cha~g~d generally against the principal of my residuary estate, without apportionment or right of r~i~bursement from any person. In the event that a substantial portion, as determined in the stile Ilan absolute ~~ judgment and discretion of my Executrix, of the non-probate assets such as an a~n~uity or mutual funds are directed to be paid to a beneficiary or beneficiaries, so that th~ ta~aces referred .. to herein would be paid out of the probate residue passing to the beneficiary or ficiaries of I this will (whether or not the same as the beneficiary or beneficiaries under the i~ot~-probate assets), my Executrix, in the Executrix's sole and absolute judgment and discre~io#~} shall have the right to allocate the full or partial payment of the taxes to the beneficiary or b~ficiaries of ~~~ s the non probate assets. ', TWELFTH: In addition to ail rights and powers conferred by law, I a~th~Oize and ~, empower my Executrix and Trustee and their successors, in their. absolute discr~etip~ and . 'I without necessity of obtaining court approval: '' A. To retain any of the investments composing the principal ~lof~lthis trust in ~~ the form in which the same shall have been delivered to the Trustee whether orl nc~t'the same be 'i in the nature and type legal for the investment of trust funds under the laws of the Commonwealth of Pennsylvania, including the stock of any corporate fiduciary] a tang hereunder. 9 ~, B. To invest in all forms of property (including, but not by wray~ of limitation, real estate, all types of stocks and bonds, and participations in common I,trust funds), without being confined to investments prescribed by statute. A. To buy investments at a premium or discount. B. To hold property unregistered or in the name of a nominejs. 'C. To give proxies, both ministerial and discretionary. F. To compromise claims. G. To join any meager, consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretio#ta~y duties with respect thereto. H. To lend to, and buy from, my estate. I. To borrow and to pledge real and personal property as s~cu~rilty therefor. J. To sell at public or private sale for cash or credit or part~r ~o'r each, to exchange, or to lease for any period of time, any real or personal property, anc~ t~ give options for sales; exchanges, or leases. ~ ~ . . K. To allocate~any property. received or charge incurred to ~rv~¢ipal~ or ~; income or partly to each, without being obliged to apply the usual rules of truslt a,~ounting. L. To exercise any option permitted by law which they beli{ev~ to be advantageous from the viewpoint of overall tax reductions, including, without Ilir~tation of the foregoing, power and authority to claim administration or other expenses either ~' income tax deductions or inheritance or estate tax deductions, without regard to whether t~e~ ~rere paid from principal or income and without requiring adjustments between principal d income for ~~ 10 __ _ r- T-r any resulting effect on income or estate taxes, and a deduction of such expenses fog income tax purposes shall be given effect in computing the respective shares of all persons iht~rested in my estate or the trusts set forth herein, even though the effect is to increase the beneficiary or class of beneficiaries hereunder at the expense of another; and to adjustments, if any, between beneficiaries with respect thereto as they deem view of the nature of the transaction and the amounts involved. 1vI. When permitted under the Internal Revenue laws of the of any state, to join with my spouse in filing a joint income tax return without re spouse to indemnify my estate against liability for the tax attributable to my of one :such ate in States, or ng my income, and to consent to any gifts made by my spouse during my lifetime being treated; as having been made one-half by me for the purpose of federal laws relating to gift tax.; N. To distribute in cash or in kind or partly in each. O. To employ agents, legal counsel, brokers, and assistants, I to pay their fees and expenses as he may deem necessary or advisable to carry out the provi~i na of this `~ Will or any Trust.' '-~ The powers granted hereunder shall be exercisable with respect to all reel personal property, including, but not limited to, income and principal held for minors o~ d~s~bled beneficiaries at any time held by the Trustee and shall continue in full force, evlen niter the termination of any trust hereunder, until the actual distribution of all property. ! ~1, powers, . authorities and discretion granted here shall be in addition to those granted by ~av~ end shall be exercisable without leave of court. However, nothing herein shall be interpreted br construed to encourage, authorize, empower, or permit the Trustee or Executrix to act o~ ~~ anyone 11 to act in a manner contrary to or inconsistent with accepted standards of portfolip diversification and risk management. THIRTEENTH: I nominate, constitute, and appoint the following persons: I'~, A. M wife, JUNE M. WILLIAMSON, as Executrix of this,i ~y Last Will Y and Testament. In the event of the renunciatian, death, resignation, or inability ~ o~ my wife to act for whatever reason in this capacity, then I nominate, constitute, and appoint ray anddau er CATHERINE ANNA KEIDEL, as Executrix of this, my Last Vii gr ~ ~ ~` Testament. B. My friend, LAURA R. ZUVICH, of Shiremanstown, Penn: Trustee of any Trusts described herein. In the event of the renunciation, death,, re inability of my friend to act for whatever reason in this capacity, then I nominatle, and appoint my granddaughter, CATHERINE ANNA KEIDEL, to act as Trustee I direct that no representative named above shall be xequired to post secux. faithful performance of her dudes in any jurisdiction insofar as I am able by lave of such obligadon..Any of my representatives shall be entitled to reasonable the performance of the dudes set forth herein. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~Wr~~ , 2008, on this, the twelfth of twelve typewritten pages. I hauls the left-hand margin of the first eleven of these pages for purposes of identificalti GLENN S. WILL 12 as or r for the relieve her ~nsation for day of ~o signed _ 'only. ~ l '~_ SIGNED, PUBLISHED, and DECLARED by the Testator, GLENN S. i WILLIAMSON as his Last Will and Testament, in the presence of us, who at hi~ rlequest, in ~, his presence, and in the presence of each other, have hereunto subscribed our na~m~s as witnesses. ~.k.~r M~ 13 - _ _. ~_ i AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and I ~, . zuy ti~ ~ ,the witnesses w~ signed to the attached instrument, being duly qualified according to law, depose ~ we were present and saw the Testator sign and execute the instrument as his L,a~t Testament; that he executed it as his free and voluntary act for the purposes these that each of us in the hearing and sight of the Testator signed the Will as witness o~ names are say that ll and i lexpressed; and that, to the best of our knowledge, the Testator was at that time 18 years of age or older, ~f sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by ~ h}-ra 1C_~~ )J ~ ~ , and 7. Z. z,l,tYtC,~ , witnesses, this ~ day of__~~arU ~ 2008. r--'. 14 ACKNOWLEDGMENT !' Commonwealth of Pennsylvania '~ County of Cumberland ~I I, GLENN S. WILLIAMSON, Testator, whose name is signed to the at~ac~$d instrument, having been duly qualified according to law, do hereby aclcnowledg;~e tt I signed and executed the instrument as my Last Will and Testament; that I signed it wil~in~ly; and that I signed it as my free and voluntary act for the purposes therein expressed. '~, ~ ~ '' / _ f • ~ ~/ (~! • \7Li',.1V1R J. YylLL1211YiJVl\ i '. • .. I • i Sworn or affrrmed to and subscribed before me by GLENN S. WILLIA~vI~pN, the Testator, this 1`7~' day of ~~ ,r nr~ ~ ,2008. 15 _L___i , REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No . 2009- 00314 PA No . Z 7 - vy- u:i 7 4 Estate Of : GLENN S WILLiAMSON (First, Middle, Lestl Late Of ~ CUMBE LAND COUNTY lP Deceased Social Security No : 206-16-1496 WHEREAS, on the 8th day of July 2010 an instrument dated February 17th 2008 was admitted to probate as the last will of GLENN S W/LLIAMSON (Rrsc MkAcN~ Last/ Late of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 7th day of March 2009 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters of ADM/N/STRATTON D. B. N. C. T.A. to: CATHAR/NE ANNA KEIDEL and A/K/A CATHARINE W KEIDEL who have duly qualified as ADM/N/STRATOR(R/X) D. B.N. C. T.A. and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VAN/A. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 8th day of July 2010. egtst o ! s eputy * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) __ - .r.. ., _. ._--T _. ,. _ ~.~ VanSuard. August 25, 2010 va~s~ n.s~nip servM:ssTM P.0',. 1103 Vai~ayorge, PA 19482-1103 w~ww.Wangwerd.corn CATHARINE W KEIDEL ' 633 B'R01fVN5 TRACE RD JERiCHO VT ©5465-9792 ', Dear Ms. Keidel: I am responding to your request for a valuation. of Vanguard account '', #88035489634. 1 have. enclosed an account value report as of May 1 ~ , ~Q10. If .you have any questions., please call your Flagships representative,l'Li Skramstad, at 800~34~1344, Ext. 7610. If your representative is una~ra labia, you can speak with. me or another colleague. You can .reach us on business days from 8 am. to 1© p.m. and' on 5~'rtu~rdays from 9 a.m, to 4 p.m., Eastern time, You can also visit us online at I, www.vanguard.corn. '', Sincerely, ~- Elizabeth Reardon Registered Represents#ive €nclosure(s): ** EST Glenn SWilliamson =Account Value Report 5156fi~5 it i - *~~,~!~ ~, t~Qr ~D: USP f987 12290? ~~~ 6 ~~~ r - - - ,T _ m~ „~ Page > 1 of 1 June M WilC~mson fX EST Glenn S Vi~Aiamson Flagship Services: 800-345-1344 311 Glendeie Dr Lise Slvamstad extension 17610 Camp Hill, hA 17811-5514 1'otai report value; - 269,x86.6 (Total: report value indudes any :accrued .) I, 'l+l~abfie ~ F~?B~Accouri4' _ Ie .. ~_ dr3r ti~ `. ,'`Y~, -: I~ _ t~umher tipped ~ ~ ~~fBS St~f~" ~~~9' ~~(:3i ~ - t-T Irnrestment-Grade Irn 0071-88035489634 06!18;2009 9,866.932 $9.87 $97,386.62 $141.92 ~fiE#T lred~~Fundlnv 0'12-$8'03S48J63?t ~/~09 ~° ~~ 1;5T2:789 .'. $17.4' ~ ~,~~,:¢7 Equity Income Fund Irn 0065-88035489634 06/18/2009 2,372.828 $18.921 $44 895 80 - Wellesley tncvme Fund In"v OQ~7-~680354~t96~1 OB/1~12008 ~ 2;~6Fs.2~9 $~tl",8D "'~ r, ;. ". - 5001ndex Fundlnv 0040-88035489634 06/18/2009 26.561 $106.65 $2,832.73 - Witxls~or i~4 f _ .. , nrf~r-r - - t~la2 861)35488834 06L18~2009 3,91,722 X92 ., _ _ ..________.._r._.~....____ ~~,._ _-___ _.__ ____..~~._ '_-- _ _~. -- ~ _ _ ~Totats ~ S2<~9~744.7D ~ X14'1.92 05J15/2010 09:09:46 ~~ 1 380i P n°Btrest PA 9711'f-1418 BAN ! m~ >D282ta b38b954 t]O7~ 11921,80 ESTATE OP t3LE1dN S WiLLtAMSt3N 31'1 t3LEp~ALE dR. ~ I CAMP N1LL PA 17011 I~o`lre Hers 7 • rw~, s~ liwurs a dy at ~-BBa-st37-0t1D~t. ESTA1"E CH~E _.. , Transactions By Date ~ wa to aooortlanoe the -ayulnmu-ts of the UMawhd nit that teeM~tsd moons ers Pte.-from betty Pr sre moons in t~rhlah a person a~ coneredion wUh Mtaritet gsmbpng, ~ ttambllnp Act of 2006 end`Re~ule~O~n p~ sed through your ac~couM or relstionshlE rsdtt, funds,. MstrurrNnte of ottlsr pros iw to tMertn you s Bsnic. R`strided another person. In