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Home My WebLink About12-14-10 (2) 1505610145 REV-1500 ~`'°'-'°' PA Department of Revenue pennsylvanla oev~nn-rtaaeve+ue Buroau of IndlJldualTaxes INHERITANCE TAX RETURN Po BOX 28080, Hanlabur9, PA 171zt1-0801 RESIDENT DECEDENT ENTER DECEDENTJNFORMATION BELOW OFFICIAL USE ONLY County Code Year FlN Number Sodaf Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 195-16-3422 06092010 02101924 Decedents last Name Suffix Decedents First Name MI Sunday Paul W (N Appliubls) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Soda) Security Number FILL IN APPROPRIATE BOXES BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ® 1. OrgfruY Retum ~ 2. Supplemental Relum ~ 3. Remainder Rehim (date of death prior tD 12-13.82) 0 4. LlrrNted Estero ~ 4a. Future In~reat Compromise (date of ~ S. Federal EstaM Tax Retum Required death after 12-12-82) ® 8. DecederH Died Testate ~ 7. Decedent Mairrtairawd a Llvirq Trust 1 8. Total Number of Safe Deposit Boxes (Atach Copy of Will) (Attach Copy of Trust) Q 9. Liagatiort Proceeds Received ~ 10. Spousal Poverty Credit (date of death Q 11. FJectlon to tax urxter Sec. 9113(A) between 1231-91 and 1-1.95) (Attach Sch. O) CORRESPONDENT - THL4 SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORMATION SHOULD BE DrtECTED T0: Name Daytime Telephone Number Robert G. Frey 71724358. ~,' REGISTE ILLS U LY ' ~, r. ~ First Tine of address ~ - ~..~ ~~ i r k 5 South Hanover Street ~Q~ _ ~, °.~~. Second Tine of address ~ N r~ *^i .y C' , ~ Gty or Post Office State ZIP t;,ode . DATE FILED Carlisle PA 17013 corrspondent'ss-malladdresss: rfreyc~freytiley .com Under penaMiea perjury, I declare that I have exl+mkled this realm, including atxbmpanyinp sdledu statements, and to the best of my ImoeAedpe and ~ , d b true cortect and d other al clue is on all infonnatlon of vvhkll has an SIGNA PERSON ISLE FOR FlLIN RN ~ ATE ~2 / iv AIXXtES3 31 Z /V. !3 ~.. I ~`~ tti. ter{ ~~~ rw , ~-fbll~, Sfir,'Nss f ~ i7o 4s- SIGNATURE REPAR O PF~SFJJTATNE i /~f`'y~•~~ / ~ 4/(D ADDRESS 5 South Hanover Street, artiste, PA 17013 PLEASE USE ORIGINAL FORM ONLY Sidta 1 L 1505610145 1505610145 J ~V J 1505610245 REV-150!0 EX Decedents Social Security Number oecsaenrsName: Paul W Sunday 195-16-3422 RECAPITULATION 1. Real Estate (schedule A) ........................................... 1. 15 0 0 0 0.0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. 5 6 9 2 6 5. 5 0 3. Closely Held Coryorotion, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. NONE 5. Cash, Bank Deposits and Miscellaneous Personal Properly (Schedule E) ...... 5. 4 5 6 3 4 9 . 0 0 ti. Jointly Owned Properly (Schedule F) OSeparete Billing Requested ........ 6. NONE 7. Inter-Vfvos Transfers & Miscellaneous Non-Probate Property (Schedule G) OSeparete Billing Requested ........ 7 8 4 6 92 3. 0 0 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 2 0 2 2 5 3 7.5 0 9. Funerel Expenses and Administrative Costs (Schedule H) .................. 9. 8 9 3 2 7 . 0 0 10. Debb of Decedent, Mortgage Liabilitbs, and Liens (Schedule I) ............. 10. 19 7 6.0 0 11. Total Deductions (total Lines 9 and 10) .............................. . 11. 913 0 3 . 0 0 12. Net valor of Estate (Line 8 minus Line 11) ........:................... . 12. 19 312 3 4 . 5 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an ebction to tax has not been made (Schedule J) ....................... 13. 5 0 0 0 0 . 0 0 14. Net Vaiw Sublect to Tax (Line 12 minus Line 13) .................. .. 14. 18 812 3 4 . 5 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 1S, Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2)X.0 0 15. 0.00 16. Amount of Line 14 taxable at lineal rete X .0 4 5 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X • 12 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X . 15 18 812 3 4. 5 0 18. 2 8 218 5.17 19. TAX DUE ....................................................... 1s. 282185.17 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Sld® 2 1505610245 150561p245 J REV-1500 EX Paps 3 File Number 195-16-3422 Decedents Complete Address: 2l ~ [ ~--V G 3 '~ DECEDENTS NAME Paul W Sunda STREET ADDRESS ~ S i n. .v ~, CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 282185.17 2. Credits/Payments A. Prior Payments 175000.00 B. Discount 8750.00 Total Credit (A + B) (2) 183750.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fiil in box on Pags 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE (5) 98435.17 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 trensfemed : ............................................................................ . ^ ^ b. retain the right to designate who shall use the property transferred or ks income : ................................ ^ ^X c. retain a reversionary interest; or ........................................................................................................... . ^ ^X d. receive the promise for life of eRher payments, benefits or care? ......................................................... . ^ O 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate considerdtion7 ................................................................................................. ^ ^ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? .... ^ ^X 4. Did decedent own an individual retlrement account, annuity or other non-probate property, which contains a benefidary designation? ............................................................................................................ ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Fw dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (I)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent p2 P.S. §9118 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements far disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefidary. For dates of death on w after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age w younger at death to or for the use of a natural parent, an adopWe parent or a stepparent of the child is 0 percent [72 P.S. §9118(ax1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's Ilneal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9118(1.2) [72 P.S. §9T18(ax1)]. • The tax rate imposed on the net value of transfers m or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(ax1.3)]. A sibling is defined, under Sectlon 9102, as an individual who has at least one parent in common with the decadent, whether by blood or adoption. REV-1502 l7(+ (01-10) Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT oECEOENT FILE NUMBER: Paul W Sundav 2 ~ - / O - d 4 33 AM real property owned soley or as a tenant in common must be reported n fair market valor. Fair market valor is deflrted as the price at whk:h property wadd be exchanged between a w1111rIg buyer and a willing selbr, neither being compelk~d to buy or aNl, bolh having reasonable knowledge of the relevant (sets. IT more space Is neeaetl, use additlonal sheets of paper of the same size. REY-1503 EXa (6-g8) coM~ar~vEA~rN of aENNSr~vANw INHERRANCE TAX RETURN SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Paul W Sundav Z. l' l o- O 4.33 All property Jointly-owned with right of suMvorship must be disclosed on Schedule F. ITEM 1. Western Asset Municipal Money Market Fund Class A, 30,468.97 shares 2. Allied Irish Banks ADR, 1,200.4407 shares, 2.225 ave. price 3. Fairpoint Communications, 4 shares, 0.0525 ave price 4. UGI Corp, 1,000.058 shares, 25.945 ave. price 5. Verizon Communications, 228.382 shares, 27.855 ave. price 6. Income Fund of America, Class C, 8,305.648 shares, 14.63 per share 7. Legg Mason CBA Equity Income Builder Fund, 9,260.278 shares, 11.20 per share 8. Dauphin Cty PA Gen Auth. Bond, 3.0%, mat. 6/1/10, 100,000 units, includes accrued interest 9. Phila. PA Gas Rev Bond, 5.0%, mat. 8/1/11, 50,000 units, includes accrued interest 10. Phila. PA Ser. A, 5.0% mat. 2/15/12, includes accrued interest 11. Springfield PA Sch Dist Bond, 4.35%, mat. 3/15/12, 50,000 units, includes accrued interest 12. Aberdeen Asia-Pacific Income Fund, 2500 shares, 6.01 ave. price 13. Frontier Communications, 54 shares, 7.82 ave. price 14. Prudential, 31 shares, 56.11 ave. price (If more space is needed, insert addkional sheets of the same size) VALUE AT DATE 30,469 2,671 0 25,947 6,362 121,512 103,715 101,517 52,543 53,581 53,763 15,025 422 1,739 R~-'~~+1~' SCHEDULE E CASH, BANK DEPOSITS, 8r MISC. COMMONWEALTH OF PENNSYLVANIA NVHERRANCE TAX RETURN PERSONAL PROPERTY RESWENT DECEDENT ESTATE OF FILE NUMBER Paul W Sundav Zl - (0 ~ O G 3~ InclLXie the proceeds of Iitlgation and the date the proceeds were received by the estate. All ro oiMi -0wnad with rt ht of survivorshl must be disclosed on Schsduls F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Certificates of Deposit held in MorganStanley Account 300,925 2 MST Bank checking account 2670041074 19,944 3 ME,T Bank savings account 15004200019005 22,706 4 Members First FCU account 351085-00 503 5 Members Frist FCU account 351085-40 10,378 6 Members Frist FCU account 351085-41 77,682 7 Ford Explorer -Actual sales price 500 8 Large fishing boat, actual sales price 1,000 9 Small boat, actual sales price 650 10 Real Estate tax proration from HUD-1 settlement statement 1,281 11 Reimbursement for overpayment of funeral expenses 781 12 2001 Lincoln Town Car, actual sales price 7,500 13 Personal property. Gross sales proceeds from auction 12,519 TOTAL (Also enter on line 5, Recapitulation) i I 456,349 more space is needed, insert additional sheets of the same size) REV-1510Ext (08-09) SCHEDULE G pennaylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS & AN~ET~~ URN MISC. NON-PROBATE PROPERTY ESTATE OF NUMBER Paul w Sundav 2(-1 O- O G 3 3 TMs schedule must be completed and filed K the answer to any of questions 1 thrvuph 4 on papa tlttee of tix REV-1500 Is vas. ITEM NUMBER DESCRIPTION OF PROPERTY °ICt,WlTlIµY.EOFTHETpANgFEgEE~THE1RitELAT10NSMIPTODECEDENTMq ~~~~T~~~ATfALXACOPVOFTHEDEEDFdtREAIESTATE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION ~'~ TAXABLE VALUE 1. Lafayette Llfe Annuily No. FE0918219 103,465 100.00°~ 0 103,465 2. Lafayette Life Annuity No. FE0922382 50,926 100.00% 0 50,926 3. Jean Sunday Trust, date of death valuation attached 521,764 100.00°/a 0 521,764 4. John Hancock variable annuity 170,768 100.00°/a 0 170,768 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on Line 7 Recapitulation) S~ 846 923 If more space is needed, use additional sheets of paper of the same size. REV-1511 FCC + (10-08) Pennsylvania DEPARTMENT OF REVENUE INHFJ2RANCE TAX RETURN RESII~NT DECeoeNr SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATNE COSTS w ~ w ~ c err FILE NUMBER Paul W Sundav 2 (- (O - 0 G 33 Decedent's debts must be roported on Schedule I. A. ~ FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Reprosentative Commissions: 44,500 Name(s) of Personal RepreseMatlve(s) Banv L. Guise and Sandra Lov Street Address City State ZIP Year(s) Commission Paid: 2011 2. Attorney Fsss: 25,000 3. Fatuity Exemptlon: (If decedents addross Is not the same as claimants, attach explanatlon.) Claimant Strroet Address City State ZIP Relatbnship of Claimant to Decedent 4. Probate Foes: 873 5. Accoumant Fees: Included w/ ally fee 8. Tax Return Preparer Fees: included w/ ally fee 7. Closing costs for sale of real estate. See HUD-1 settlement statement attached., 1,582 8. Expenses of sale and maintenance of real estate. See Statement attached. 13,967 9. Bureau of Vital Records, additional death certificates 108 10. Expenses in connection with automobiles sold 569 11. Advertising to Cumberland Law Journal and the Sentinel 273 12. Auctioneer fee for sale of personal property 2,455 TOTAL (Also enter on Line 9 Re If more space is needed, use additional sheets of paper of the same size. REV-1512 EX~ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE R DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8r LIENS ESTATE OF FILE NUMBER Paul W Sundav ZI -~ O •-OG 3.3 Report dN>ts Incumd by the decedent prior to death that remained unpaW a<the dab of death. Mcludino unreimbure•d medie•I .:owes. REV-1513 Ex+(Ot-10) Pennsylvania I SCHEDULE J DEPARTMENT OF REVENUE INNERRANCE TAx RETURN I BENEFICIARIES RESwENr oECEDENr ESTATE OF: FILE NUAABER: Paul W Sunda Z..1 -' / 0 - O (, 3 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY REtATI0N5HIP TO DECEDENT Do Not Llat Trustaa(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS pnGude ouMpht spousal distributions and trargfers user Sec. 9118 (a) (1.2).] 1 Exchange Club of Carlisle 10,000 2. Renna Grissinger Harmony Hall Road, Carlisle, PA 17013 Friend 12519 (personal property) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 16 OF REV-1500 COVER SHE ET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS; 1. Salvation Army 25,000 2. Samaritan Fellowship 25,000 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. s 50,000 m more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) Pennsylvania I SCHEDULE J DEPARTMENT OF REVENUE INIERITANCE rAx RETURN I BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Paul W Sunda 21.10-0633 r~unowsHly ro oECEOENr AMOUNT oR sHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PR~ERTY Do Not Lkt T nrhe(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distrlbutlons and transfers undx Sec. 9118 (a) (1.2).J 1 F~rchange Club of Carlisle Service Organization 10,000 2 Renna Grissinger Harmony Hall Road, Carlisle, PA 17013 Friend 12519 (personal property) 3 9 Residuary Beneficiaries See List attached nieces & nephews 1/10 of remainder 4 1 Residuary Beneficiary Daughter of Friend 1 /10 of remainder ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SHE ET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. Salvation Army 25,000 2. Samaritan Fellowship 25,000 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. s ~ 000 d nars space is needed, use addi8onal sheets of paper of the ssme siae. Ms. Connie White 68 Fairview Street Carlisle, PA 17013 Mr. Harvey Guise 3082 Tichy Drive Mt. Holly Springs, PA 17065 Ms. Judy Russell 231 North Baltimore Avenue Mt. Holly Springs, PA 17065 Mr. Donald L. Guise 4283 Carlisle Road Gardners, PA 17324 Mr. Batty L. Guise 312 N. Baltimore Avenue Mt. Holly Springs, PA 17065 Mr. Frank Kline P.O. Box 622 Brigantine, NJ 08203 Ms. Sandra Loy 1842 Spring Road Carlisle, PA 17013 Ms. Mary Gruber 100 Kent Circle Ladson, SC 29456 Mr. Michael G. Guise 107 Spruce Street Carlisle, PA 17013 Ms. Patsy Schmidt 3-C Garland Court Carlisle, PA 17013 Tuesday, December 14, 2010 Sunday, Paul Estate.gdfm -Checking Reai Estate Expense Report 1/1/10 through 12/14/10 Page: 1 Date Num Payee Memo Category Clr Amount 7/6/10 95 PPL Real Estate Expense:utility -377.00 7/6/10 98 CenturyLink Real Estate Expense:utility -124.33 7/12/10 1001 North Middleton Authority 1846 Spring Road Real Estate Expense:utility -82.30 7/13/10 1002 York Waste Disposal Real Estate Expense:utility -44.93 7/13/10 1004 William Loy Real Estate Expense -140.00 7/19/10 1007 Robin Sollenberger, Tax Collector 2010-2011 School Tax Real EstateExpense:taxes -1,741.27 8/9/10 1009 PPL Real Estate Expense:utility -377.00 8/9/10 1010 Carl Ocker Advertising for Public Sale Real Estate Expense- -2,000.00 8/12/10 1011 Dish Network Real Estate Expense:utility -1 55.50 8/12/10 1012 William Loy Real Estate Expense -105.00 9/1 /10 1017 CenturyLink Real Estate Expense:utility -124.95 9/1f10 1018 PPL Real Estate Expense:utility -323.94 9/16/10 1021 CORE Auctions, LLC Auctioneer Commission Real Estate Expense -7,578.00 9/16/10 1022 North Middleton Authority 1846 Spring Road Real Estate Expense:utility -82.30 10/4/10 1024 PPL Real Estate Expense:utility -343.87 10/4/10 1025 Penn National Insurance Home owner's insurance Real Estate Expense -131.00 10/20/10 1027 PPL Real Estate Expense:utflity -235.85 10/20/10 1028 VOIDDish Network Real Estate Expense R 0.00 12/3/10 Deposit Penn National Mutual Refund Real Estate Expense 104.00 Total 1/1/10 - 12/14/10 -13,863.24 Total Inflows Total Outflows Net Total 104.00 -13,967.24 -13,863.24 Tuesday, December 14, 2010 Page: 1 Sunday, Paut Fstate.gdfm -Checking Automobile Expense Report 1/1/10 through 12/14/10 Date Num Payee Memo Category Clr Amount 7/6/10 97 Penn National Insurance Auto Insurance Automobile -236.00 7/14/10 1005 Barry Guise Reimbursement for auto expense Automobile -190.75 9/16/10 1023 Penn National Insurance Auto Insurance Automobile -142.00 Total 1/1/10 - 12/14/10 -568.75 Total Inflows 0.00 Total Outflows - 5 6 8.7 5 Net Total - 5 6 8.7 5 LAST WILL AND TESTAMENT OF PAUL W.SUNDAY I, PAUL W. SUNDAY, widower, of North Middleton Township, (mailing address: 1846 and dgsposing mind memory and understandingudo hereby moaukneYpublishyand dec aze tgttisf as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that all inheritance, transfer, succession estate and death taxes which may be payable on account of my death, including interest and penalties thereon, shall be paid from the residue of my estate, regardless of whether the assets upon which such taxes aze based are included in my probate estate. 2. I direct that my funeral services be conducted by Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, Pennsylvania, in a manner substantially similar to the arrangements made by me for the services for my wife Jean C. Sunday, and that my body be interred beside hers on my burial lot located in Westminster Memorial Gardens located in North Middleton Township near the Borough of Cazlisle, Pennsylvania. 3. I give, devise and bequeath my membership in Old Town Run Mountain Lodge located in South Middleton Township, Cumberland County, Pennsylvania, to my wife's nephew, BARRY L. GUISE, his heirs and assigns, of 312 North Baltimore Avenue, Mt. Holly Springs, Pennsylvania 4. I give, devise and bequeath the sum of Twenty-five Thousand Dollars --- ($25,000.00) Dollars to the Carlisle Citadel of the Salvation Army, located at the corner of South Hanover Street and Pomfret Street in the Borough of Carlisle, Pennsylvania, to be used for its work at the Carlisle Citadel in Central Cumberland County, Pennsylvania. 5. I give and bequeath the sum of Twenty-five Thousand Dollazs---($25,000.00)--to Samazitan Fellowship, withoffices atAllisonUnitedMethodistChurch, MorelandAvenue,Cazlisle, Pennsylvania, to be used for such purpose or purposes as its directors shall deem best. 6. I give and bequeath the sum of Ten Thousand Dollars---($10,000.00)--to the Board of Directors of Exchange Club of Cazlisle, Pennsylvania, to be invested by said directors and the income arising therefrom annually together with so much of the principal as may be required in order to pay for the annual Christmas Dinner of said Exchange Club, for members and their spouses and other guests, including sales tax and gratuity charged by the provider of such meals, but not including the charges for any alcoholic beverages or other refreshments, and this payment for the annual Christmas Dinner shall continue each year until said fund is exhausted or until 20 years after the date of my death, at which time any balance in said fund which may remain shall be paid to whatever Exchange Club charity or charities the Board of Directors of Exchange Club of Carlisle shall deem appropriate. 7. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to the following named ten (10) persons, their heirs and assigns, provided each of them shall survive me by a period of ninety (90) days, but should any of them fail to so survive me then the amount which such deceased person would have received shall be paid to such of his or her legitimate issue as hereinafer defined, who shall survive me by a period of ninety (90) days, their heirs and assigns, per stirpes, and if there be no such legitimate issue, the same shall lapse and be added to the share or shares of the other persons, per stirpes. The ten (10) persons aze: my wife's grandnephew, Michael Glenn Guise, who is the son of Sherry Guise who is the widow of my wife's nephew Glenn Guise, of 107 Spruce Street, Carlisle, Pennsylvania; my wife's nephew, Barry L. Guise, of 312 North Baltimore Avenue, Mt. Holly Springs, Pennsylvania; my wife's nephew, Donald L. Guise, of 4283 Cazlisle Road, Carlisle, Pennsylvania; my wife's nephew, Harvey Guise, of 3082 Tichy Drive, Mt. Holly Springs, Pennsylvania; my wife's niece, Judy Russell, of 231 North Baltimore Avenue, Mt. Holly Springs, Pennsylvania; my wife's niece, Patsy Schmidt, of 3-C Garland Court, Carlisle, Pennsylvania; my wife's niece, Connie White, of 68 Fairview Street, Carlisle, Pennsylvania; my niece, Sandra Loy, of 1501 Pisgah State Road, Shermans Dale, Pennsylvania; my nephew, Frank Kline, of 40 Horse Shoe Lane, Newton Square, PA 19073; and Mary Gruber, of 100 Kent Circle, Ladson, South Carolina, who is the daughter of my friend Rena~~Gr~is~si~nger.` Page 1 The meaning of "Legitimate Issue" as used in this Last Will and Testament shall be limited to a child or children bon to a female regazdless of whether the mother is married to the father of such child or children, and shall be limited to a child or children born to a male where the father of such child or children is married to the the mother either before or after the birth of the child or children. In any case the meaning of "child or "children" or "legitimate issue" as used above shall NOT include any adopttd child or children. 8. I hereby nominate, constitute and appoint my wife's nephew, Barry L. Guise, of 312 North Baltimore Street, Mt. Holly Springs, Pennsylvania, and my niece, Sandra Loy, of 1501 Pisgah State Road, Shermans Dale, Pennsylvania, as Executors, and I further direct that neither of [hem shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 9. Should any person less than 21 years of age be entitled to distribution from my estate, I nominate, constitute and appoint my hereinbefore named Executors and their successors as Guardians of the estate of each such person and authorize and direct them to receive or retain the same and to pay the income arising therefrom at regular intervals at least annually to or for the bnneft of that person, and I further authorize and direct said Guardians of the estate to pay from principal from time to time whatever amount in the Guardians' opinion is necessary or desirable to be expended for the proper maintenance, support, and education of such person, which payments shall be made to or for the benefit of such person, and upon such person attaining 21 yeazs of age to pay to him or her the them remaining principle together with any undistributed income. 10. In addition to the powers conferred by law, my hereinbefore named Executors and Guardians of the estate of any person less than 21 years of age are empowered to: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same aze authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be requued in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which sepazate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquue into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or azbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be chazged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and chazges as may be necessary and proper to incur for the proper dischazge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distributinonnth-er'eof Page 2~n r ,Q~r , I ~K~~+un~d~ h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of Such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain any investments or mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. 1. To determine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one yeaz to another. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages, this ~~ uZlay of February, 2004. Zs~SEAL) P L W. SUN AY Signed, sealed, published and declared by PAUL W. SUNDAY, the Testator above-named as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~, '~ ,/ ~l Page 3 FIRST CODICIL TO THE ~15T WII.L e~iD TFCTSI-~xrr OF PAUL W. SUNDAY DA D FEBR Ry 16 znnn I. PAUL W. SUNDAY, widower, of North Middleton Township (mailing address: 1846 Spring Road, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding do hereby make publish and declare this as and for a First Codicil to my Last Will and Testament dated February 16, 2004, as follows: A. I give and bequeath to my friend RENA V. GRISSIlVGER, provided she shall survive me by a period of ninety (90) days, all of my household goods and furnishings located in my dwelling house at 1846 Spring Road in North Middleton Township, absolutely, but should she fail to so survive me, then the same shall lapse and be added to the residue of my estate and disposed of as set forth in Paragraph No. 7 of my Last Will and Testamart dated February 16, 2004. B. If my friend Rena V. Grissinger survives me, I direct that she shall have the right to occupy my house and lot of ground at 1846 Spring Road in North Middleton Township, Cumberland County, Pennsylvania so long as she desires to do so, but upon her death or her written direction to my Executors that she chooses to abandon her right to occupy said dwelling house, whichever shall first occur, I direct that my Executors shall then sell the same and the net proceeds derived therefrom shall be added to the residue of my estate and distributed in accordance with Paragraph No. 7 of my said Last Will and Testamart dated February 16, 2004. During the time she chooses to occupy said house, I duect that she shall be responsible for paying real estate taxes and hazerd insurance within reasonable amounts, and pay all necessary repairs and maintenance. C. Except as hereinabove provided, I hereby ratify and affirm the provisions of my said Last Will and Testament dated February 16, 2004. 1N WITNESS WHEREOF, I have hereby set my hand and seal to this First C icil to my Last Will and Testament dated February 16, 2004, on this a 3 °° day of o~+ ~ 2005. (SEAL) PAUL W. S AY Signed, sealed, published, and declared by PAUL W. SUNDAY the Testator above named, as and for a Fu•st Codicil to his Last Will and Testament dated February 16, 2(104, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~~~ A. SMtluaant Slarrn~ne Mlld11 ( ~.fn~ ( 2 fnM4~ ~. Fl. lilanbw 7. Lan NII,Ma! 0. Mpay. ~IlYallaa ( i eanv. UiYna ABST#I5820 ~. p,my~ ( •.v~ RE3338 970554 s. cm.. w. 4 Ti AamY Y,W,Nr~n yeu a.rrw.alaaW..uan,r. aep,. M,eu,b paMrand brMplYa,,,ant apart an Y,era,. Mnr maMG•(p.ee •wn a palE aatMCaa M waMw,Mn MrlennaYnd ndan natrsWltlhM bdY. D. IU„r aM AMMa al atlrawtr. E Harr antl Mir of aYr: f. Nana nd Mir al Lr,Ear: ANDREW P • LOY ESTATE OF PAUL W. SUNDAY PSECU STEPHANIE N. GORDON BARRY L GUISE, EXECUTOR ISAOA ATIMA 301 NORTH PROGRESS AVE, APT I-12 SANDRA LOY, EXECUTRR 1 CREDIT UNION PLACE HARRUiWRO, PA 1710Y CJO S SOUTH NANOVER STREET HARRISBURG, PA 17110 C PA 17013 a. fr+rtyteeapn M.l.uaa,..~p.,i awe.n.rc0.r: 1SM 8PRIN0 ROAD, CARLISLE, PA 17013 F i Law ORka Oelobar 2010 NORTHYIDDLETONTOWNSHIP nra/a.lwa.ae 2:30PM CUMBERLAND COUNTY 6 South Ha0owf SOwt PARCEL NO. If-17.16tf-222 CarlbN PA 17013 .~w.,r.,..n.., ......w w,oK ndmrd~Y, ph. 700)rk0err ,~.. pµ ... .aY.IM. ;. ~,~~ -ewr n.w ,. ,.. ~~ ~. 700 b nwwr "F1wN ~t .707 b , ..401r~rit ~ a.wnwe 707 ~t 70J 701 pywr~Art 1q,araah ToYl alwyr, lNir y0/1yagA 000: 010.7y y01 Ov~rr '-.i 7NN (YOm OlE111 0.00 001 ~ Tw r~dwalrpOYFYjLh~rerair~ngelar, !. ° -,SO - ~ ' RMq OraiR1'. 0.00 ~ tm raryMr/wIWW+rr _ ', ', ''.` ~ ,' pa.aep,`, ' 660.00 ym ow h~.wwr .. PEICU ~ puw6r6W ;, 20166 ~ a?a eaet,.naat. a CYCgWOVIS , ~ 16.04 ~ P tr..iiaar ~ r fi `Yt'~k ~, .~''. ~ -~ w ~ r,... ~? (riwWayW y~ c ~q'~ y 0y pi N~eyaralMr~ I„*,^tpBECp~1,pSNA710NALPL00DF .~ i; t ~~'iMwOr[AT~,~k,`,~~'E',' rta,ii,i.. 7.00 q7 teewe ~, yve P.O.C. yw ya 716.M ,ao, ,ao: ,om ,aa ,aoa ,oye tool 1,306.70 „m „m 36.00 „a7 na „w „oa t, 07 na ,so, 106.00 tsar ,sm 1,000.00 im/ 1,000.00 ,xos ,sa tsm tsar ,m esao ,yw I dkaA arW awarba Fny i TOay to nWce dbblbrlbr,s F~~d br my aoopa,t an the attarhad HUD-1 Sa6lamont 9fabr„a,d, approvY,O a,a tax prOraOona tndfeatsd tl,arsin, and iawerwnd ttut praratgru wan bead an p6,ae4 far tl,s P~dinO yar, «atlmatea ror a,a aarent year, snd b the ewrd d any chan0a tar a,. aarwd rear, vl naasery adpsbr,ar,b mm a maw batyyaen SeMr snd earrow.r al.ek gceaAa any DEFICIT h delingwM taza w01 Ds rsaro,aaad to Frey a TOay b7 SaOer. I have e.ran,ly revbwed as IiUD•1 Saatan,ant SfabmeM and m the bat of my knawbdw snd be6st, 6 b a bue and scarab sMamerd or a6 roalpb ar,d ~abraaertanb made on my axaad «by ms h tltb . I UpldMve is ihll a copy of the HUD-1 Se6bment SfatwnsM. N O )r) SANDRA LOY, EXECUTRIX TE N. GORDON BARRY L GUISE, EXECUTOR To tM bat at my knOwlW0a,1M FiUO.1 Sa6lement Sbtarr,er,t whieM I haw prepared b a trw and atarab acaorrd of the fla,ds which was reeelved and haw Dan «wW be dbb,aseoy~,s,a,o~rMpn1tt10t/art Q the y~atYerr,erd at thb tranaactlar,. ouob«zs 2oto. v.o. s a t Dab WSJ.com Stock Charting for FTR Date 6/9/t o r Communications Corp (FTR) (NYSE) U.S. Dollar Price High Low Volume 7.78 7.as 7.7t s,a9s,0oo No Splits Gat another quote any dsy after 1 /2H 970 7 /2/t 970 .,.,. Symbol: ~ Date: :,6/9/10.. .«w ,« YY1t~GTdt"~1Vf' ~d~ Quotes delayed at least 1s minutes. Market data provided by Interactive Data. Terms & Conditions. Powered and implemented by Interactive Data Manaoed Solutions. 11/10JIO4:56 PM http://www.bigcharts.com/custom/wsJle/wsJbb-historical.asp?symb=FTRSsid=86306c1ose_date=6/9/10 Page 1 of 1 imv cmv ornv wnv y~ ~ y~~r VKJ.com Stock Charting for PRU (NYSE) U.S. Dollar Date Price High Low Volume 6/9/10 55.16 57.32 54.90 3,785,200 No Splits Get another quote arty day aRer 1/2/1970 1/2/1970 Symbol: ~~ Date: 6/9/2010 r=. u{IR~+L~~vfi ~Gii Quotes delayed at least 15 mMutes. Market data provkled by IMeradive Data. Terms & Condkbns. Powered and Implemented by Interadive Data Mana~d Solutions. 12/7/10 11:48 AM http://www.bigcharts.com/custom/wsJle/wsJbb-historical.asp?symb=PRU&sid=863o8close date=6/9/2010 Page 1 of 1 N5J.com Stock Charting for IFACX Date 6/9/10 ~ Funds Inc;C (IFACX) (FUND) U.S. Dollar Price High Low Volume 14.63 0.00 o.oa n/a No Splits Get another quote any day after 1/2/1970 1 /2/1970 Symbol: ~ Date: ~.6/9/l0 ' ~,.; u r~. ,~' Int~eractvle rata Quotes delayed at least 15 minutes. Market data provided by Interactive Data. Terms 8 Conditions. Powered and implemented by Interactive Data Manaoed Solutions. 6/29/10 3:33 PM http://www.blgcharts.com/custom/wsJie/wsJbb-historical.asp?symb=Ifacx6close date=6%2F9%2F106x=14&y=13 Page 1 of 1 niw unv aiiw viiw Y Y WSJ.com Stock Charting for SOPAX Date 619/10 Mason P:Cap~Inc;A (SOPAX) (FUND) U.S. Dollar Ptice High Low. Volume 11.20 0.00 0.00 n/a No Splits Get another quote any day after 1/2/1970 1 /2/1970 Syttlbol: E ! Date: 6/9/10 ~u; !A'M E4 Interac~ve Data Quotes delayed at least 15 minutes. Market data provided by Interactive Data. Terms & Conditions. 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'Z2~ ~V~- . .~, „• Interactive L?ata Quotes delayed at least 15 minutes. Market data provided by Interodive Data. Terms & Conditions. Powerod and implemented by Interodive Data Managed Solutions. 6/29/10 3:32 PM http://www.bigcharts.com/custom/wsJle/wsJbb-historical.asptsymb=AIB6sid=8630&close date=6/9/10 Page 1 of 1 VJSJ.com Stock Charting for FRCMQ Date s/s/10 int Communications Inc (FRCMQ) (OTHER OTC) U.S. Dollar Price High Low Volume 0.0520 o.osao o.osto tsa,soo No Splits Get another quote any day after 1/2/1970 1!2/1970 Symbol: ~ Date: ;; 6/9/ ~ ~ ~ S Z ~ Cc.V t . ,~« ~* 111~~I~Ct1'V`E' ~d~ Quotes delayed at least 15 minutes. Market data provided by IMeradive Data. Terms 8 Conditions. 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Powered and implemented by IMeradive beta Managed Solutions. 6/29/10 3:32 PM http://www.blgcharts.com/cus[om/wsJle/wsjbb-historlcal.asp?symb=ugi6close date-6%2F9%2F10&x=0&y=0 Page 1 of 1 St MEMBERS 1~ FEDERAL CREDTT l1NION SAVINGS ACCOUNT: Account NumbedSutfix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Acceunt Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 351085-00 03!06/2009 $502.71 $.03 $502.74 None 35108540 03/06/2009 $10,377.09 $1.06 $10,378.15 None 35108541 03/14/2009 $77,614.34 $47.97 $77,662.31 None BERS 1sT FEDERA CRE I NION Cll.lLl~c. ~- ~I~.-~._ anielle A. Kline Lending Insurance Support Specialist July 15, 2010 Estate of: PAUL W. SUNDAY Date of Desch: 06/09/2010 Social Security Number: 195-18-3422 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org p 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Frey & Tiley Attorneys At Law 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Paul W Sunday Social Security: 195-16-3422 Date of Death: June 10.2010 Phone 888-502-4349 F ax (302)934-2955 July 6, 2010 Dear Sir or Madam: Per your inquiry on June 25, 2010; please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest ~, Checking Account ~ ' ~ :. 2670041074 '~ ~ ; t ,a 1, , ~,. A Total 2. Type of Accoura Account Number Ownership (Names ofl Opening Date Balance on Date of Death Accrued Interest .Total Paul W Sunday 09/01/67 $19,944.03 $ .14 . . . .. . . .. . . . . . . . .. . . .. . .. . . .. . . .. . . .. . . .. . . .. . . . $19,944.17 Savings Account 15004200019005 Paul W Sunday 01/05/83 $a2,7os.o7 $ .84 $22,705.91 3. Type of Account Safe Deposit Box Box Number/Location 3732/High Street Carlisle Ownership (Names o,~ Paul W Sunday Jean C Sunday Opening Date 02/07192 For further account information, clowres and/or reimbursement of fords please cell the Aigh Street Carlisle Oftjce at #717-240-4536. Sincerely, Suzanne M Kimble Adjustment Services