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05-31-11 (2)
J 15D561D143 REV-1500 EX j ~ OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE Po Box.2sosol INHERITANCE TAX RETURN Harrisburg, PA RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Decedent's Last Name Suffix Decedent's First Name MI DIPRIMA MARTHA F (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First NamES MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Original Return ? Supplemental Return ~ Remainder Return (date of death prior to Limited Estate 4a. Future Interest Compromise ~ Federal Estate Tax Return Required L__J ? (date of death after 6 Decedent Died Testate ? Atta ch Copy~of Trust)a Living Trust ~ Total Number of Safe Deposit Boxes L^ J (Attach Copy of Will) y ~ ~ Litigation Proceeds Received ? betweenP2v31 ~J1 andt(datges~fdeath ~ •11.E1ection to tax under Sec. 9113(A) T (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number BRUCE J WARSHAWSKY REGISTER OF~ILLS USE 0~Y First line of address ~ ~ "MG ~ 2 0 NORTH SECOND STREE rn r..a _~w, Second line of address ~ DA ~ED c.r., i City or Post Office State ZIP Code HARRISBURG PA Correspondent's a-mail address: bjw@cclawpc.com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESP E FOR FILING RETURN DAT • ~ . Frank J. DiPrima Jr. ~J~ A DRESS Montadale rive Dills r A 1 SIGNATURE OF A R OTHE THA P S NT VE .~D ~ ~ f / Bruce J. Warshawsky JI ADDRESS North Second Street, Harrisburg, PA Side 1 15D561D143 15D561D143 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER DiPrima, Martha F. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Signature ~ - Name Karen S. DiPrima Address1 Edann Rd. Address2 City, State, Zip Oreland, PA Date ~ 150561D243 REV-1500 EX Decedent's Social Security Number o,~'s New: DiPrima, Martha F. 2 4 2 2 8 0 RECAPITULATION Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... Mortgages 8 Notes Receivable (Schedule D) Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) Jointly Owned Property (Schedule F) ? Separate Billing Requested............ Inter-Vivos Transfers 8 Miscellaneous Ian; Probate Property 2 , 0 0 0 , 5 . 0 4 (Schedule G) ? Separate Billing Requested............ Total Gross Assets total Lines 8 4 0 9 0 3 6 ( ) Funeral Ex enses 8 Admirnstrative Costs Schedule H g. 6 6 , 0 3 p ( ) Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) Total Deductions total Lines 9 8 6 8 5 3 4 ( ) Net Value of Estate (Line 8 minus Line 2 , 3 , 0 5 Charitable and Governmental Bequests/Sec Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax Line minus Line 2 , 3 0 5 2 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES Amount of Line taxable at the spousal tax rate, or transfers under Sec. (a)(1.2) X Amount of Line taxable , 2 2 0 . 3 8 1 s. 9 5 4 9 2 at lineal rate X Amount of Line taxable at sibling rate X 0 0 0 0 Amount of Line taxable , at collateral rate X ~ Tax Due , 8 7 7 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ?X Side 2 150561D243 REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME DiPrima, Martha F. STREET ADDRESS Arbor Court - _i__ CITY STATE ZIP Mechanicsburg PA Tax Payments and Credits: Tax Due (Page Line Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) interest If Line 2 is greater than Line 1 + Line enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line to request a refund If Line 1 + Line 3 is greater than Line enter the difference. This is the TAX DUE. Make Check Pa able to: REGISTER OF WILLS, AGENT. ~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ? ?x b. retain the right to designate who shall use the property transferred or its income ? ?x c. retain a reversionary interest; or ? x d. receive the promise for life of either payments, benefits or care? ? ?x If death occurred after December did decedent transfer property within one year of death without receiving adequate consideration? ? 0 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... 0 ? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? 0 ? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. h . For dates of death on or after July and before Jan. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent P.S. (a) (i)]. For dates of death on or after January the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent P.S. (a) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July • The tax rate imposed on the net value of transfers from a deceased child years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent P.S. (a) . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is percent, except as noted in P.S. P.S. (a) . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is percent P.S. (a) A sibling is defined under Section as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1502 EX+(~~-08) _ SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DiPrima, Martha F. All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold Include a copy of the deed showing decedents interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION ~ OF DEATH 1 Arbor Court, Mechanicsburg, PA (sale price from HUD-1)--included items of personalty left in home unspecified in Agreement of Sale TOTAL (Also enter on Line Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. Rev-1503 EX+ SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR COMMONWEALTH OF PENNSYLVANIA SOLE-P RO P R I ETORS H I P INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DiPrima, Martha F. Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 share of 6th Avenue and 17th St. Partnership TOTAL (Also enter on Line Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) form software only The Lackner Group, Inc. Farm PA-1500 Schedule C (Rev. Rev-1508 EX+ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DiPrima, Martha F. Include the proceeds of litigation and the date the proceeds were received by the estate. AU property jointly-owned with the right of survivorship must be disclosed on schedule I=. ITEM VALUE AT DATE NUMBER DESCR{PTION OF DEATH 1 Comcast refund 2 County Taxes reimbursed on HUD-1 3 Highmark refund 4 Highmark refund 5 PSI Distribution 6 Republic Services-Allied Waste refund 7 Fulton Bank Account 8 Toyota Avalon Sedan 9 Net proceeds of auction Personal Property per Appraisal from Kerry Pae Auctioneers TOTAL (Also enter on Line Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. Rev-1510 EX+ SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DiPrima, Martha F. This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVEF; SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH OF DECD'S EXCLUSION TAXABLE NUMBER HE DATE OF TRANSFERSATTACIiTA COPY OF THE DEIED ~OR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 Retirement Account held by JMG Acct # 2 Martha F. DiPrima Trust dated as amended and account # held by JMG 3 Martha F. DiPrima Trust dated as amended and account # held by Genworth 4 Martha F. DiPrima Trust dated as amended and account # held by Inland American 5 Revocable Agreement of Trust dated (see attached) held at JMG Acct # TOTAL (Also enter on Line Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. REV-1151 EX+ SCHEDULE H COMM W~^ ~T OFq P~ Y~_YANIA FUNERAL EXPENSES & IN~IICE~~ECE~ n ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER DiPrima, Martha F. Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s1 Commission raid Attorney's Fees Cunningham ~ Chernicoff, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs TOTAL (Also enter on line Recapitulation) Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER DiPrima, Martha F. ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex ep nses 1 Malpezzi Funeral Home 2 Theo's Bar and Grill-Funeral Dinner H-A Other Administrative Costs 3 Cage storage of personal property identified on Schedule E 4 Cage Storage set up fee 5 Expense of maintaining Real Estate on Schedule A-Comcast 6 Expense of maintaining Real Estate on Schedule A-Home Insurance/Nationwide 7 Expense of maintaining Real Estate on Schedule A-JA Kolva-electrician (no receipts) 8 Expense of maintaining Real Estate on Schedule A-Pioneer Telephone 9 Expense of maintaining Real Estate on Schedule A-PPL Expense of maintaining Real Estate on Schedule A-UGI Expense of maintaining Real Estate on Schedule A-United Water Expense of maintaining Real Estate on Schedule A-Upper Allen Twp. Expense of maintaining Real Estate on Schedule A-Verizon Expense of maintaining Real Estate on Schedule A-York Waste Copyright (c) form software only The Lackner Group, Inc. Fc?rm PA-1500 Schedule H (Rev. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Diprima, Martha F. ITEM NUMBER DESCRIPTION AMOUNT Expenses incurred by Frank Diprima to move goods and items out of house and into storage (UHAUL-6 entries from BofA Credit Card) Expenses incurred by Karen Diprima for Overnite charges Expenses incurred by Karen Diprima for UHaul to move items from home to storage Expenses to ready car for sale (CARFAX-34.99 and Patriot-News ad-56.60) Fulton Bank charges to obtain statements HOA Fees Paid from July through November Item on HUD-1 relative to Real Estate on Schedule A-HOA fees less Item on HUD-1 relative to Real Estate on Schedule A-Radon Mitigation Item on HUD-1 relative to Real Estate on Schedule A-RE Commission Item on HUD-1 relative to Real Estate on Schedule A-Resale Cert. Item on HUD-1 relative to Real Estate on Schedule A-Sewer less Item on HUD-1 relative to Real Estate on Schedule A-Title Services Item on HUD-1 relative to Real Estate on Schedule A-Transfer Tax Law Office costs Legal Advertising-CPBJ Legal Advertising-Cumberland LJ Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER DiPrima, Martha F. ITEM NUMBER DESCRIPTION AMOUNT Miscellaneous cash (no receipted) expenses to reimburse Executor, Frank DiPrima for car wash/wax/gas (sched. E) and cleaning supplies for house (sched. A) Net School taxes paid less as shown on HUD-1) Onyx Landscaping Patriot News--advertising items which ultimately sold at auction Paxton Herald--advertising items which ultimately sold at auction Personal Property Appraisal-Kerry Pae Auctioneers Reserve for Costs Shelley Moving and storage of personal property-includes tip of in cash in addition to bill of Termination of Life alert-emergency phone for decedent H-B7 Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. Rev-1512 EX+ X12-08) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DiPrima, Martha F. Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 HOA fees April-June 2 Legal Fees for estate planning-Cunningham and Chernicoff 3 Onyx Landscaping 4 PA Income Tax-2010 5 West Shore EMS/BLS TOTAL (Also enter on Line Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. REV-1513 EX+ SCHEDULE J COM IN~ EWRETANCE~F PP RETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER DiPrima, Martha F. NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. a 1 Frank J. DiPrima Jr. Son One-half of Montadale Drive residuary Dillsburg, PA 2 Karen DiPrima Daughter One-half of Edann Rd. Residuary Oreland, PA 3 Jennifer Haenn Granddaughter Wayne St., Apt. Jersey City, NJ 4 Erin Larrissey Granddaughter Elmshire Drive Lancaster, PA 5 Fred Wangwe Other Plus Proceeds of Newman House Revocable Agrmt St. George St. of Trust dtd Lewisburg, PA Total Enter dollar amounts for distributions shown above on lines throw h on Rev cover sheet, as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE OF REV-1500 COVER SHEET Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. Last Will of Martha F. DiPrima I, Martha F. DiPrima, of Mechanicsburg, Cumberland County, Pennsylvania, being of lawful age, sound mind and memory, and under no restraint, do publish this as my Last Will, revoking all other Wills or Codicils . previously made by me. FIRST: All expenses, fees, costs, and taxes related to this estate, including, but not limited to any Inheritance Tax due and payable as a result of the Martha F. DiPrima Revocable Trust established July 1 S, shall be paid from the probate estate assets, including but not limited to funeral expenses, grave marker, the costs of my final illness, Inheritance, Estate and Fiduciary Taxes; and all gifts and bequests shall be paid from the net distributable estate. SECOND: I hereby direct that the sum of $ be devised and paid to Father Fred Wangwe for him to continue to do his charitable good works in the United States and abroad. THIRD: I direct that any real estate I own at the time of my death be sold for its fair market value and distributed in accordance with Paragraph Fourth below: FOURTH: (a) I specifically devise the sum of each to Jennifer M. Haenn and Erin F. Larissey, the surviving children of my deceased child, Marta (DiPrima) Larissey, with whom I have had limited contact, against my wishes. In the event that either Jennifer M. Haenn or Erin F. Larissey challenge the provisions of this Will unsuccessfully, their devise herein shall be forfeited and they shall be obligated to my Estate for any and all costs and legal fees. (b) I give all my other furniture, household and personal effects, and other tangible personalty of like nature, other than cash or securities, together with any existing insurance thereon in equal shares to my son, Frank J. DiPrima, Jr. and my daughter, Karen DiPrima, per stirpes; and (c) I give, devise and bequeath the rest, residue and remainder of my estate, of every kind and nature, wherever situated, which I may own, or hereafter acquire, or have a right to dispose of at my death ("Residuary Estate") to my son, Frank J. DiPrima, Jr. and my daughter, Karen DiPrima, which survive me by days, per stirpes. FIFTH: I nominate and appoint my son, Frank J. DiPrima, Jr. and Daughter, Karen DiPrima, to be the CaExecutors of my Last Will, granting to them authority to sell and convey any or aU of my estate, real and personal, or mixed, upon such terms and prices as they shall deem proper, without obtaining any prior order of the court therefor. I also grant them full power and authority in the settlement of my estate, to compromise, adjust, and settle any and all debts and liabilities due to or from my estate, for such sums, and upon such terms and conditions as he sha11 deem best. In the event that one or them shall for any reason fail to qualify or cease to act, then I nominate the other as Executor. SIXTH: I direct that no bond or surety sha11 be required of any guardian, trustee, executor, administrator or fiduciary named herein. IN WITNESS WHEREOF, I have hereunto subscribed my name, and acknowledge and publish this instrument as my Last Will in the presence of the undersigned witnesses, on this day of Martha F. DiPrima The preceding instrument consisting of four pages, including this page, was on the date thereof signed, published and declared by in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. of Hartisbura. PA ru hawsky of Steelton. PA ' Sousley Commonwealth of Pennsylvania ss County of Dauphin I, Martha F. DiPrima, the Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument ss my Last Will, that I signed it willingly and that I signed it as my fi~ee and voluntary act for the purposes therein expressed. /'~~cac, Martha F. DiPrima SWORN or ed to and ac~Cnowledged before me by the above named Testatrix this day of •J tary Public My commission expires: COMMONWEALTH OF PENNSYLVANIA ~~i NOTARIAL SEAL ~ ~ JULEIINIVIE ANIETRAIrO, Notary Pti1N~ . , . ~ clbr o~ Hurbburg oauphin ~ C - ~ My Conanisaion Exp~ir: Fsb. i . Commonwealth of Pennsylvania ss County of Dauphin We, the undersigned witnesses whose names appear above, being duly qualified according to law, do depose and say that we were present and saw Martha F. DiPrima, the Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her fi~ee and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses aad that to the best of our knowledge the Testatrix was at the time eighteen or more years of age, of sound mind and . under no constiraint or undue influence. SWORN or abed to and ac o lodged before me by the above named T statrix this / ~ ~O day of tary Public COMMONWEAL~~ SEAL. BYLV ~ ~ ~ • ~ ~ y commission expires: JULIEIWN~ AMETRAHO, Notuy Pubge ' ; ~ Cihl of Harrisbun, DsuphM Coun~ ~ - Mll Commi::loa Expke: Feb. • ~ . ~ ~ F:Wam~~BlW1DOCS1DiPRIMA~MartlwVaaal~ ~implt wiq.wpd . i' 1 . , ~V N Q~ra~MC"'may ~ OMB Approval No. 0 * = A. Settlement Statement (HUD-1 ~p oe~rc~ B. Type of Loan File Number: Loan Number: Mortgage Insurance Case Number: Q FHA ~ RHS QX Conv. Unins. ~ VA ~ Conv. Ins. C. Note: This l~om~ is famished to give you a statement of actual settlement costs. Amounts paid fo and by the settlement agent are shown. Items marked "(p.o.c.)"were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. Name and Address of Borrower: E. Name and Address of Seller: F. Name and Address of Lender: Charles E. Joiner The Est. of Martha F. DiPrima Orrst.own Bank Arbor Court Arbor Ct. Mechanicsburg, PA Mechanicsburg, PA G. Property Location: H. Settlement Agent: I. Settlement Date: Arbor Court Keystone Central Settlement Company, LLC Mechanicsburg, PA Interstate Drive, Suite December Cumberland County, Pennsylvania Hamsburg, PA Ph. Place of Settlement: Interstate Drive, Suite Harrisbur , PA J. Summary of Borrowers tramsaction K. Summary of Sellers transaction Gross Amount Due from Borrower: Gross Amount Due to Seller: Contract sales rice Contract sales rice Personal ro Personal ro Settlement Cha es to Borrower Line Ad'ustments for items id b Seller in advance Ad'ustments for items id b Seller in advance C~ /Town Taxes to C' /Town Taxes to Coun Taxes to Coun Taxes to School Taxes to School Taxes to 4th quarter Sewer to 4th quarter Sewer to Dec. HOA Dues to Dec. HOA Dues to Gross Amount Due from Borrower Gross Amount Due to Seiler Amounts Paid or in Beha{f of Borrower Reductions in Amount Due Seller: De osit or earnest mone Excess de sit see instructions Princi al amount of new loans Settlement char es to Seiler Line Existin loans taken sub'ect to Existin loans taken sub'ect to Payoff First Mortgage Pa ff Second Mort a e De osit dish. as roceeds' Ad ustments for items un id Seller Ad'ustments for items un id b Seller C' /Town Taxes to Ci frown Taxes to Coun Taxes to Coun Taxes to School Taxes to School Taxes to Total Paid b/for Borrower Total Reduction Amount Due Seller Cash at Settlement from/to Borrower Cash at settlement toffrom Seller Gross amount due from Borrower line Gross amount due to Seller line Less amount aid b/for Borrower (line ( Less reductions due Seller (line ( Cash ~ From ~ To Borrower Cash X~ To ~ From Seller The undersigned hereby/acknowledge receipt of a completed copy of this statement 8 any attachments referred to herein Borrower C -~.•~-~r, ~ ~ Seller The Est a of rtha F. D~ rims Charles E. Joiner ~ ~ , B: The PugMc Raportup Burden for vas coNectan of mfomiatan is estimated ~ minutes per response for coNecsny, rewsvmn9, and reportirq the data Tfua agency may not colbd this mformatan. and you are not reQurced to complete ttxs fom+, unless a d~sp4ys a wrtently vaNd OMB contra rxxnWr. No conliderxwNry ~ assured; tlrs dtscbsuro ~s mandatory Tfrs K despnsd to provide the parties to a RESPA covered transaction Meth nformatan ~ ~ stusn~nt ~u HUD-1 Page 1 of 3 (2010110016.PFD12010110016142 ) L. Settlement Charges Total Real Estate Broker Fees $ Paid From PaW From Division of commission (line T00) as follows: Borrowers sellers $ to Remax Rea Professionals Funds at Funds at Note: Line Includes Ad~ustment of For sauement setUernent to Re/Max 1st Advanta e Commission aid at settlement Broker Fee to Remax Realt Professionals Items Pa able in Connection with Loan 801.Our or ination char a Includes O ~ ination Point $ $ from GFE Your credit or charge (points) for the specific interest rate chosen $ (from GFE Your adjusted origination charges from GFE #A A raisal fee to CR Consultin Real Estate from GFE Credit Re rt to CBC Innovis, Inc. from GFE Tax service to (from GFE Flood certification to CBC lnnovix, Inc. (from GFE (from GFE (from GFE (from GFE (from GFE Items R wired b Lender to Be Paid in Advance Daly interest charges from to 9 @ $34.000000/day (from GFE Mort a e insurance remium for months to ~ from GFE Homeowner's insurance for ears to Penn National Insurance (from GFE POC:364.0 from GFE (from GFE Reserves De ited with Lender Initial deposit for your escrow account (from GFE omeowne s insurance moots per mont Mort a e insurance months $ r month $ Property taxes $ County Taxes months @ $ per month Assessments months $ r month ~ County Taxes months @ $ per month $ School Taxes months @ $ per month $ $ Aggregate Escrow Adjustment $ Title Cha Title services and lender's title insurance from Settlement or closin fee $ Owner's title insurance to Old Republic National Title Insurance Company from GFE Lender's title insurance to Old Republic National Title Insurance Company $ Reissue Rate Lender's title oli limit $ Owners title oli limit $ A ant's rtion of the total title insurance remium to Ke tone Central Settlement Com an , L $ Underwriters rtion of the total title insurance remium to Old Re ublic National Title Insurance Co $ Closing Service Letter to Oki Republic National Title Insurance Comp y Government Recording and Transfer Charges Government recordin char es to Recorders Office from GFE Deed $ Mortgage $ Releases $ Other $ Transfer taxes to Recorders Office (from GFE City/County tax/stamps Deed $ Mortgage $ State tax/stam s Deed $ Mort a e $ Additional Settlement Char es R wired services that ou can sho for from GFE Termite Ins ction to XXXXXX POC:50.0 See addit'I disb. exhibit to Total Settlement Char es enter on lines Section J and Section K By s~grnng page 1 of this statement, the sgnatones acknowledge receipt of a completed copy of page 2 8 3 of this three papa statement 'rte Keystone ett ompany, LLC, Settlement Agent Page 2 of 3 HUD-1 PFD/2010110016/42) Comparison of Good Faith Estimate (GFE) and HUD-1 Charges Good Faith Estimate HUD-1 Charges That Cannot Increase HUD-1 Line Number Ouc origination charge # Your credit or charge (points) for the specific interest rate chosen # Your adjusted origination charges # Transfer taxes Char es That in Total Cannot Increase More than 10X Good Faith Estimate HUD-1 Government recording charges Appraisal fee # Credit report # Flood certification # Total Increase between GFE and HUD-1 Charges $ or -7.22°I Charges That Can Change Good Faith Estimate HUD-1 Initial deposit for your escrow account Daily interest charges # $ 34.000000/day Homeowner's insurance Title services and lender's title insurance Owner's title insurance to Old Republic National Title Insurance C Loan Terms Your initial loan amount is $ Your loan term is years Your initial interest rate is Your initial monthly amount owed for principal, interest and $ includes any mortgage insurance is Q Principal ? Interest ? Mortgage Insurance Can your interest rate rise? ?X No ? Yes, it can rise to a maximum of ________°k. The first change will be on and can change again every !months after . Every change date, your interest rate can increase or decrease by Over the life of the loan, your interest rate is guaranteed to never be lower than or higher than °k. Even if you make payments on time, can your loan balance rise? ?X No ? Yes, it can rise to a maximum of $ Even if you make payments on time, can your monthly ?X No ? Yes, the first increase can be on and the monthly amount owed for principal, interest, and mortgage insurance rise? amount owed can rise to $ The maximum it can ever rise to is $ Does your loan have a prepayment penalty? ?X No ? Yes, your maximum prepayment penalty is $ Does your loan have a balloon payment? ?X No ? Yes, you have a balloon payment of due in _ years on Total monthly amount owed including escrow account payments ? You do not have a monthly escrow payment for items, such as property taxes and homeowner's insurance. You must pay these items directly yourself. X? You have an additional monthly escrow payment of that results in a total initial monthry amount owed of This includes principal, interest, any mortgage insurance and any items checked below: X? Property taxes ?X Homeowner's insurance ? Flood insurance ? Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender. Page 3 of 3 HUD-1 PF D/2010110016145) HUD-1 Attachment Borrower(s): Charles E. Joiner Sellel(s~: The Estate of Martha F. DiPrima Arbor Court Arbor Ct. Mechanicsburg, PA Mechanicsburg, PA Lender: Orrstown Bank Settlement Agent: Keystone Central Settlement Company, LLC Place of Settlement: Interstate Drive, Suite Harrisburg, PA Settlement Date: December Property Location: Arbor Court Mechanicsburg, PA Cumberland County, Pennsylvania Additional Adjustments For Items Paid By Seller In Advance (Borrower Debit) Description Amount From/Through _ _ Prorated Amount 4th Quarter Sewer through Total Line Dec. HOA Dues through Total Line Additional Disbursements PayeelDescription NotelRef No. Borrower Seller Arborfield Homeowners Assoc. December HOA Dues Arborfield Homeowners Assoc. HOA initial Fee Arbo~eld Homeowners Assoc. Jan. Dues _ Arbo~eld Homeowners Assoc. Resale Certification Upper Allen Township Final Sewer Mike Sheely Home Inspections Radon Mitigation System Install Total Additional Disbursements shown on Line S S 7fi7.00 Adjusted Origination Charge Details Origination Charge Origination Fee to Orrstown Bank Underwriting Fee to Orrstown Bank Document Preparation Fee to Orrstown Bank Application Fee to Orrstown Bank Tax Service Fee to Orrstown Bank Total S Origination Credit/Charge (points for the specific interest rate chosen Total S Adjusted Origination Charges S WARNfNG: K is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Titie U.S. Code Section and Section PF Dt2010110016/42 ) HUD-1 Attachment - Continued Reserves Deposited with Lender Homeowner's Insurance at per month County Taxes at126.32 per month School Taxes at432.02 per month Aggregate Escrow Adjustment month Total $ Title Services and Lender's Title Insurance Details BORROWER SELLER Courier Fee to Keystone Central Settlement Company, LLC Incoming Wire Fee to Keystone Central Settlement Company, LLC Tax Certification Fee to Keystone Central Settlement Company, LLC Lender's title insurance Reissue Rate to Old Republic National Title Insurance Company Closing Service Letter to Old Republic National Title Insurance Company Total $ $ Owner's Title Insurance BORROWER SELLER Owner's Policy Premium to Old Republic National Title Insurance Company Total $ Lender's Title Insurance BORROWER SELLER 'fees also shown above in Title Services and Lender's Title Insurance Details Lender's Policy Premium to Old Republic National Title insurance Company Lender's Endorsement Charges Endorsement Endorsement Charge ALTA Endorsement Form (Planned Unit Development) ALTA Endorsement Form (Environmental Protection Lien) Endorsement Endorsement Total $ $ WARNING: It is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title U.S. Code Section and Section . P F D/2 ) 4 RESALE CERTIFICATE FOR ARBORFIELD HOMEOWNERS A88OCIATION This Certificate is provided pursuant to the provisions of Section of the Pennsylvania Uniform Planned Community Act. The (hereinafter "Assocfation'~, roprosents the following with rospect to rbor C~ Upper Allen Township, Mechanicsburg, PA (hereinafter pUnit"). The sale of the Unit is not subject to any right of first refusal or any other restraint on the free alienability of the Unit known to the Association, unless otherwise stated here: No X The regular monthly common expense assessment for the Unit is payable in monthly, quarterly, semi-annual or annual installments due on or before of month No other fees are presanUy due the Association by the Unit owner(s), except as otherwise stated here: lDec.2010 dues of and initial new owner fee of x250.00. • As of the date of this Certiflca#e, no capital expenditures are proposed by the Association for the current or the next two succeeding years, unless otherwise stated hero: , No X The Association has i reserved for capital expenses. Those reserves have not been specifically designated by the Association for spedf~ed projects unless otherwise stat~ad here: S N/A Project The most recent regularly prepared balance and incomeJexpense ststiement, ff any, of the Asaoctation is attached hereto and incorporatied herein by refbronoe. , Ths current operation budget of the Association is attached hereto and incorporated by reverence. At present, there exist no judgments against the Association known to it, nor are there any pending lawsuits known to the Association, to which it is a party, unless otherwise staffed here: , No X,~ . Pursuant to the requirements of the Uniform Planned Community Act, the Association maintains public liability insurance of the common fadlities assigned theretio that are in vitiation of any provision of the Declaration, unless otherwise stated here: No X The Executive Board of the Association has no knowledge of any aiteraflons or improvements !o the above referenced Unit or the lirr~ted common fadlitles assigned thereto that aro in vitiation of any provision of the Declaration, unless otherwise stated . No X The E~oecutive Board of the Association, with respect ~ the Unit, vommon facilities assigned thereto, or any other portion of the Association, has no knowledge of any viotaffons of applicable governmental requirements and has no knowledge of the following: a. Wazardous conditions, including contamination affecting the Association site by 1 hazardous substances, hazardous wastes or the like or the existence of underground store tanks for petroleum products or other hazarcous substances. b. Any investigation conducted to de~ternnine the pn~sence of hazardous conditions on or effecting the Associatbn sits. . c. Any findings or action recommended ~ be taken in the report of any such investigation or by any governmental body, agency or authority in order to correct any hazardous conditions, and any action taken pursuant to those recommendations. Unless ose stated hero: No X No leasehold estates exist which affect the Association, unless otherwise stated hero: . No X Ths Dedsretion of the Association provides f+or cumulative votinn. No agreement to terminate the Association has been submitted to the Unit owners for approval, unless otherwise atat~ed here: No X The Association The Declaratlon of the Association GOES IVOT allow the Association to become a Master or to become part of a Master Association. None of the Units in the As~ociatbn may be owned in timeshare estates, unless otherwise set Borth here: No X The Dedaratlon does not retain the special declarant right to cause a merger or consolidation of the Association, unless othenNise stated hero: No X ARBORFIELD HOMEOWNERS ASSOCIATION J ~ dy. Name Frances H. Hummer Titre Treasurer Date: -Dec. At present, insured by -Erie insurance for = -General Liability Directors and Officers Liability 2 _ o fA r s o ~ Q M r N Q `r4 A ~ 8 f r r w p Ii1 M ~ ~ ~ ~ w $ R • p r 8 ~ ~ ~r w ~ ~ 3 ARBORFIELD HOME OWNERS ASSOCIATION COVENTRY DRIVE MECHANICSBURG, PA Invoice for Resale Certificate payable to Arborfield Homeowners Association by seller at Settlement. Thank-you, ~ _ 1 ~ ~ f d Frances H. Hummer KUTSCHINSKI REALTY _ Kutschinski Realty US 1 Vero Beach, FL Mr. Bruce J. Warshawski Cunningham & Chernicoff, P.C P.O. Box Harrisburg, Penn Re: DiPrima share of 6th Ave & 17th St. October Dear Mr. Warshawksi, In my opinion and based on the enclosed appraisal the value of the DiPrima share of The 6th Ave. & 17th St. Partnership is The receivable has been paid and will be removed from the books. The only mortgage on the property is a SBA loan which was taken out by the Condo Association to make hurricane repairs. This is paid quarterly at the same time we pay common area maintenance. Please call me at if you have any questions. Sincerely, Ronald C. Kutschinski Florida Real Estate LIC # BK49624 33317th STREET, SUITE 2R • VERO BEACH, FLORIDA • 5b7-2310 Appraiser Ronald C. Kutschinski has been a real estate broker in the state of Florida since Mr. Kutschinski has developed over properties from West Palm Beach to Titusville. Mr. Kutschinski is licensed by the state of Florida to sell, manage, and appraise property. Subject Property OWNER: 6th Ave & 17th St. Partnership A Florida limited Partnership LOCATION: Corner of 6th Ave & 17th St. Vero beach, FL Suite & part of Suite SIZE: square feet DiPRIMA SHARE: 1/8th of the partnership OBJECT: To do an appraisal of the property as of June Income Approach GROSS INCOME: PER MONTH Less Real Estate Tax Sale Tax Management CAM SBA Loan Rental insurance Misc. Total Expenses NET INCOME C,AP RATE OF VALUE FOR PARTNERSHIP DiPRIMA SHARE Prior to October of the tenant was paying per month triple net. This decreased our expenses by per year. The tenant indicated that he was going to move out because of a decrease in his business. We agreed to a reduction in rent to avoid having an empty building. It is hoped that when and if the economy gets better we will be able to increase the rent. Replacement Cost LAND: square feet BUILDING square feet The property on the SE corner of 18th St. and US 1 sold in late for to Sonic Burger. The property is toned commercial and is 2 acres. ADJUSTMENT: The Sonic property is on US 1 and is zoned commercial. The subject property is zoned for office space and is not on US Therefore the subject property is worth less. Sonic property sold for per square foot less adjustment of gives a value of SQ foot for the subject property. The total land cost for the subject property is The subject property has a total of square feet. l talked with a number of builders and developers in the area. The general consensus is that the subject property could be built for about per square foot for a total of ADJUSTMENT: The subject property is years old and it is felt that it should be valued at of a brand new building or a total building value of The replacement value of the subject property is comprised of the following items: LAND: BUILDING COST: TOTAL: The Partnership property is square feet or of the total building. The Partnership replacement value is Di Prima share is ' Comparable Sales There has been very little sales activity in the subject property. The latest sale was Oct. of Morrow to Legler in Oct. for square feet or per square foot 2.6th Ave. & 17th St. Partnership to Smyth Cortland in Aug. for square feet per square foot 3.6th Ave. & 17th St. Partnership to Dorothy Hudson in June for square feet per square foot The subject property is on the second floor adjacent to the second comparable sale. The second sale is the closest comparable to our subject property, therefore is a fair estimate of a sale price. However, this figure is 7 years old. Normally real estate appreciates but the Vero Beach area has gone through a tremendous overbuilding situation the last few years. ADJUSTMENT: There is currently an oversupply of real estate in the Vero Beach area. There is also an underdemand for real estate as people continue to contract their businesses and office space needs. These two items have caused a depreciation of real estate values. The current market price would be per square foot or Di Prima's share is Summary Income approach Replacement cost Comparable Sales It is felt that the valuation, as a result of the income approach represents a truer market value of the subject property. The replacement cost maybe a valuation of the cost of the subject property but it is doubtful that it would ever be built in the current economic times. The value based on the comparable sales is based on very old data. The price at which the subject property might be sold in the current market place might almost be considered a distressed sale. It is not a good time to be selling property, but the income generated by the property does give a value to the asset. 8 b51b09 SoAedrle K•t Final K-1 i~ Amended K-1 uMR f!b, t545-t1C~yg (Form tod6) F„ u~ar ~ o? ~ P~ft hl Pafttwrs 3haf+~ of Cum~t~t Year Rnoottw~ Oepartmem Of the Treasury a,Q?~,~ _ D~ductiona~ Credits, slid Other itlnts lr+terryl Revenue Sernce ~~,o t OrMnary business income (loss) Cred+ts P,•rtrti~r~s Shaft O~ IflOOf11l, ~dUC'tiOflsi, _ _ Cif"~it~ OtC. 2 tlws r~ttal ..~.M+M~ i~ccxn• ;wa) 8se N anN lnstnetloNe,~ ~ L__- 3 2 2 8 • td Fasipn transactions Psrt ~ About ~ Parh>ISrship a Other yet rental income (lossj _ _ A Partnership's employer .dent+fication number ~ GJaranteeo payments. 6 _ _ _ 8 Partnership's rtsme, address, city, state, and ZIP code 6 interest income _ ~ 6TH AV$NU$ & 17TH STREET PARTNERSHIP 6a Ordinarydividenas 2 6 US HWY 1 ,_y____~ f J Allernalrve min tax (AtiAT) items VERO BEACH FL 3 2 ~ 6 0 ee Oualiried drv~dends C IRS Center where partnershp filed return _ _ _ OGD$N, UT t Royalties _ 1a tax-exempt income and 0 ~ Check if this is a puDliely traded partnership (PTP) ff Net shat-term capital pain (loss) nondeductible expenses Pact Information About the PaftMr 9e Net long-term Capital Jain (loss) 1 E Partr~r's identifying number !b Collectibles (289e) pain (loss} Distributions ~4a-~28-0130 F Partner's name address, city, state, and ZIP code 9c Unrecaptured sec Gain _ _ Othe? ir~to~,nation MARTHA DIPRIMA Net section pare (loss) _ 5 AR80R CT .L.._._. ~ ~ MS RANI BUR PA 0 5 5 tt Other income (loss) ~ _ d General partner or LLC Limited partner or other LLC _ member-manager member _ M ~ Domestic partner Q Foreign partner _ I What type of entity is thh partneR INDIVID AL Sertian ti9 deduction ~ J Partner's share of proff~ loss, and capital: is Omer deductions _ _ fieof~g En1irN _ Profit 12.5000000x 0 OOOx _ toss 0 0 0 0 0 0x 0 0 0 0 0 x ital 1 0 0 0 0 0 OX 0 0 0 0 0 Oy. f 4 self-employmentearnings { TOSS) K Partner's share of liabilities at year end: _rT_..~ 0 . _ _ Nonrecourse S ~ s Oua?ified na?recourse linancinQ S "See attached statement !or adtlitiortat information. I Recourse ~ ,w 0 . ~ Partner's capigt account analysis: ' Beginning casual account $ 0 3 . ~ I Coital Contributed during the year , . ~ _ Current ear Increase decrease ~ S 2 2 ~ y ( ~ . Withdrawals & distributions ~ 2 5 0 0 Ending capital account , . $ ILL ~ i ~ Tax basis Q t~AAP C] Section 704(b) book Q Other (explainl ~ fN cid the partner Contribute prorperty with a built-in pair a loss? YeS NO If'Yes' attach statement see msiructions _ _ _ •z-oe•oo lHA For Paperwork Resnetioe Act Motive, eee Inetraedone for Form t0ab. ScAedule K•1 (Form 106ii) B Form 1 2 Pa= ScMditaN K P>.rttn~trs' Ditll~bributiw Shin Ibms Total tmoom . 1 Ordinary business income {loss? (gape t, line . _ , . 0 • 2 Net rental real estate income (uss) (attach Form S.SB STATEMENT 1 2 2 5 8 a 3 . i , a Other pr oss rental income (loss; 9a ~ ------I b Expanses horn other rental activities (attach sratsmenr) 3b _ I ~ I c Other net rental income (loss}. Subtract line 3b ham Tine 3a 3a f4 1 Guaranteed payments 4 - - li S ,nterest income , b 6 Dnndends: • Ordinary dividends ~ Q ~ ~ 8a b Oualifred dividends l °b~~_ I Royalties ~ l ~ _ t Net short-term capi~l gain (loss) (attach SchaduN D (Forrrt a :r--= 9 aNat lor~p-term capital pain (loss) (attach Schsdule a (Form ya b Collectfbbs t2i3~41 gam (loss? , . e Unreeaptured section gain (attach stat~ernent) _ ~ Net section 123t pain (loss) (attach Form Other income (lots) (see instructions T e _ t t _ _ Saction t79 deduction (aMach Fam tZ _-l- tContributions b Investment interest expense _ tab _ c Section 59(x)(2} expenditures: (t) Type ? _ _ _ Aanoeat? t Z _ 1 Other ductions see i tructionsi TyDe-~ _ tar ` lI s Net earnings (loss) hom self-employment 0 • b Grass farming a fishing income 1d0 x Gross nonfarm income . , t,c slow-income housing rxedit (section . b low-income housing aedit (oMer) 15b c Quali6ad rehabllltation expxndttares(renta; real estate} (attach Fomr 16c _ d Other rental real estate credits (sea instructions) Type? ~_yM _ _ 1 ~ • Other rental credits (sae Jr?structions) Type ? t5x _ f Other credits {sae instructions) _ Ty~e~,! ~ _ 15t td a IVarr?e of country or U.S. possession ? _ b Gross income Irom alt sources 1 c Gross income sourced at partner level , 16e Forripn i2~ income sourced at partnership bust rs x General category ? f Other ? 1!N melon Deductions aNocatsd and apportionwd at partner lati+el 1 interest expense ? h Other ? lflh . Deductitons aAbcated and apport?onsd at partnership Jowl is forsiyn source rncane t ~o ? j General category ? k Other ? 181c _ 1 Total faeipn taxes (check one): ? Paid ~ Accrued m Reduction in taxes available for credit (attach statenwnr) 16m _ _ n Other foreign tax information (attach staiementl -T` f 7 a Post-1986 depreciation adlustrnent , . t la l b Adjusted pain or loss 1T x Depletion {other than oil and pas) tIx d Oil, gas, and geothermal properties - gross ~ncoma • ON, gas, and geothermal properties -deductions tie f Other AMT items attach staterr~sn tlf tt aTax-exempt interest income 1i b Other tax-exempt Mcome c Nondeductible expenses ldx tli a Distributions of psh and marketable securities 1fN 2 0 0 0 Q - b Distributions of other property , . 111b a Investment Income 20a - b lnvtstrnent expenses 20b ~ r: Other items and amounts (attach statemerl _ Form o, ,o. ~ ~z to-oo 4 w w w w w w~ r w ~ w w w..r... •..r• w w • w • w w~...~ w w, wr...• ' F, ~rn 106b 6TH AV~sNUE & 17TH STREET PARTNERSHIP 6 5 - Q 1 Z p,~~,s Atnal~sis a< Nat Inco~tna tLoss _ t i~M ~nC0A1.Ibaa} ComDiM SCt?eOUM K, Im.~. t t F~Ont ttM lNNft .1,ptraCt the 81xn of $Ch.duN K ~k1M ttxo 13d and 1 t11 _ 2 5 s ~ 2 Analysis 5y (Ii) Individual (iii) Individual ~(v) Exempt ~ I (i) Corporate (active) (Passkro) {W) Partnersnrp GrQartiZati0/t ~ Ivi) N;~mineeJCnhsr panne, type: - i • General partners + s tlr~titad partMers ~ ~ i ~ 2 2 5 9 5 . .~r~. 3 2 2 [-3cfsi•dula L i 6atanw Shsa~s r Books .w _.r Attab Be innin of tax ear _ End M t~ax`year t Casa 20E58. 2a Trade notes and accounts receivable _ b Less alkr+vance for bad debts ~ . _ _ _ S Inventories ~ ~ U.S. po~e~~trnent obligations _ i------ ty Tax-exempt securrtres 6 Other current asses (attach stattement) ~ 7 Matgage and real estate fans ~ 8 Other ~nvestn,ents (attach slat«?>.nU TATBNENT 2 0 0 0 _ 3 0 0 0 9s Burid~ngs and other oeprec+abb assets 2 O 2 0 . a Bess axumulated depreciation _ 6 0 9 _ ? 8 7 2 3 0 3 t0a Deplsbble assets _ _ b Less accumulated depletion t t i-and (net of any amorti¢ation) . , 6 8 . 6 8 . t2a intangible assets (amortizabb ony) _ D t_ess accumulated amortization ~ r t9 Ottrer assets (attach statwr~nt) - _ _ t, Tots?assets ~ ltabtl&laa and Capibl t6 Accour?ts payable , _ t a Mort~s.s, not«. bonds pay.bN +n t«s tMn , y..r 1 T Other current iiabiirtles (attach statemsnv TATBIi~BpT 3 • 2 9 . trd AM nonrecourse loans _ t o nit.., e«,d. a.yabi. ~ , „«r d r„p?. _ 4 5 0 . 4 5 0 . TO Other liabilities (attach stat+wnani) _ 2 t Partners' capital accounts 2 4 8 0 _-,M~ 2 5 3 8 5 t r I r • ? . . Soh~dula M-1 A~conciliation of Income (Loss) per books (Kith Income (Loss) per Return Nato. Se:hsduN M•3•rrwy bs rtpuirad instead of ScMdua M•1 {ess int;tnsclroe?s). t Net income (loss) per books 2 5 8 2 3 . r i Income recorded on books this year not ricluded ~ ~w 2 tncorne included on Schedule K, lines t, 3c, un Schedule K, lines 1 ttrrough (,temize): ` tie, 9e. tor, and 1 t, not receded on books i ; ax-exempt interest $ ` this year {itemue): _ _ _ _ 9 Guaranteed payments (other than health I Deductions included an Schedule K. tines ~ ~ _ insurance) through 13d, and t61, rSat cr+arged aparnst t Expenses recorded On books ttris year not book income this year (iiamize}: included on Schedule K, lines 1 throu4h a Depreciation $ _r _ 13d, and 161(ilemrze): -r a Depreciation $ ~ L_ b Travei and enterbinmenl $ _ A Add fines 6 and T _ _ 6 Income (loss) (Matysis of Net Income (l.osst, i ~ 5 add lines 1 throw h 4 2 5 8 2 line Subtract line 8 ho,T~ line 5 _ 2 5 8 2 ~ 3cf~~ M-2 Analysis of Pertr~rs' Capita_ I AccounSs t r3atance ar beginnin0 of year 2 4 B 0 2 e Distributions: a Cash 0 0 0 2 Capital contributed: • Cash b Prouerty 0 Property _ 7 Other decreases {item+~z): I feet income (roes} per books r. 2 5 8 2 3 . I 4 Other increases (rtemize~: f _ _ r_T l B Add fines fi and _ M_ _ 2 0 O 0 0 . ~Ndd~,linQS 1 ~rouoh 4 ; 2 ? 3 8 5 0 . ~~'w ~ ~ ~ '.'N?. suovact +Iru~ a Ran rin. 6 8 5 Form 1 t~db (1t1U9) w f w • ~ w w w w ..r... ~ w w w w w w w • w . . . _ . w r. • wr . ~ r . r r Re?ntai Rea! Estate Income and Expenses of a Form . OMB Nn ty16., z~, Partn®rshi~ or an S Corporation o.paR~,,.nr a e~~ rr..s~.y ? • fattrll•tloat oA pa0e ~~~.r~.r a•w~. s.rv~w ? Atbsh b Form Farrar t0A6-S, or Form I En+pbyw idu+ti+iutron ~txnb~r 6TH AVENU$ & 17TH ,~TRR$T PARTNERSHIP I O1Z7487 _ 1 Show .he kind and location of each property. See page 2 to list additional properties. A HUILDIN(~, 6TH AVBNUB & 17TH STR$ST, VSRO BBACH, FL 8 - C _ D Raatal Atal fwa Inooma A B !~!T C D ~ 2 Gross rents 2 4 4 3 2 Ra~af seal Eataa f:~anasa 3 Advettisinq ~ _ 4 Auto and travel 4 5 Cleanlnq and maintenan~:a 6 _ a d Commissions a _ 7 Insurance 7 5 4 _ A Legwd and other professional fees d 6 5 _ ^ ~ fi Interest _ t0 Repairs _ tt Taxes _ tt UtiiiUes t? Wages and salaries ~ f 3 r - ~ _ t4 Depreciation (see instructions) t~ 5 ~ + i ts; other (list) ? STN'I' 5 7 . t 6 _ td Tots{ expenses for each property. Add lines 3 through . 1d 5 0 4 . Total gross rents. Add gross rants fiom line columns A through H , . 4 4 3 Z 7 . to Total expanses. Add total expenses from line tfi, columns A threugn H t6 5 0 4 .l Net pain (loss) fiom Form Part fins from the disposition of property horn ~antal real estate activities t! 20a Net income (logs) hom rental real estats acthnties horn partner3hips, estates, and trusts in which this partnership or S corporation is a partner or genefic~ary (from Schedub K• 20a 1 Identify below the partnerships, estates, x trusts hom which net income (loss) Ls shown on line 20a. ~ ~ Attach a schedule it more spaCa is needed: (t) Name Employer identification number - - i Net rental real estate income (loss), Combine Ines ~ 7 through 20a. Enter the result here and on: • Form t0e6 or t t208: Schedule K, ±ina or 2 5 6 2 3 • Form t085-8: Part t fine 4 r u,-sa-ov JWA For PaparwoAc ReOaodoe Rat Notice, see gape 2 of form. Fam at25 (12-~G46) 6 ~ w w ~ r w ~ ~ ~ w w s a w I..... A A w w w A • w ~ _ ~ w„r.~ ...ice r.r~ ~.'~r~. _ • ~ • r Lf1 ~ e^'~ ~ ~ ~ p w r • o uo~ N ~ ~ • c:i N ~ to r-+ ~ ~ ~ ~ p ~ cr? sr . ~ 'r; r ~ Q ~ H pd1 ~ a H ~ ir_______-- ~ ~ ~ ~ o ~ ~ ~ H ~ g! ~ H M a D ~ - • 6TH •1~VENUE & 17TH STREET F+A.RTNSR.SHI P 6 5 - 7 4 8 7 • -----~r-----~------ w ~~~rr~ SCHEDULE K NET INCOME (L05S) FROM RENTAL REAL ESTA'1•B STATEMENT - - - - ._._r tyBSCl~I PTION AMOUNT BUILDING, bTH AVSNU$ ~ 17TH STR$$T, VERO BEACH, FL r.rr1.1.. V TOTAL TO SCHEDULE R;, LING 2 3CHLDU'LS L OTHER INVRSTMBNTS STATEMENT 2 BEGINNING OF END OF TAX DESCRIPTION TAX ygp~g yS~ NOTE R8C$IVABLB TOTAL TO SCHEDULE L, LING 8 SCHEDULE L OTHER CURRENT LIABILITIES S'TATSMBN'I' 3 BEGINNING OF END OP' TAX DESCRIPTION TAX YEAR YEAR SALES TAX PAYABLE TOTAL TO SCHEDULE L, L+NE 22g, FORM 6 5 PARTNERS ' CAP I^'AL ACCOUNT SUI~IlKARY STATE 4 PARTNER BFGII~INING CAPITAL SCHEDULE M-2 WITH- ENDING NUMBER CAPITAL CONTRZBUTBD LNS 4 & 7 DRAWALS CAPITAL 2 3 5 6 7 $ STATSI~iBNT (S) , 2 , 3 , 4 w w r w w • ~ w w r w r~.~- w w w . w w...•. w ~ w..... r.. r~..~ rrr...~..~..~~ 6'TH AVENiJF & 1 ? TIC STREET PAR'I`NERSHI P 6 5 - 7 4 r_..r - 8 ~ 9 1Z r. TOTAL 9 S TA?~ EMENT E S) 4 w w w ~ w ~ i w w ww r M I~r~rr w~~.~rrr w w w r w w w • w ~~rw ~ .~..~.~rrr ~ Mrrrr M~..r r~r ~ •Mrrr ~r~rrn TH AVENUE & 17TH STREET PARTNERSHIP OTHER RENTAL EBPgI~TSBS STATE~![ENT 5 PROPERTY: BUILDING, 6TH AVENUE & 17TH STREET, ~'ERO BEACH, FL DESCRIPTION AMOUNT ASSOCIATION FEES MANAGEMENT FEES 0 . ANNCIAI, FES 5 0 0 . TOTAL TO RENTAL SCHEDULE, LINE STATEMENT(S) 5 w w w w w ~ w w w. . w • ~.rrr r..~~.wr..r w w w w w w • w ~wrr r rr..rr. r ~~~r r~r. w.~w. . i~rww rr~~..w 0 y ice. { f"~ ~ ~ ..~rr...~•~~ ~ f'{ m • • N eh e•! e-~ r-! rl N N ~ ~i ~ ~ O O N N ~ O ~ ~ O ~ a a a ~ ~a COMCAST SUZY STREET ATTN: LEBANON SUPPORT SERVICES LEBANON, PA COmcast. ~~nU 0 0446-35-56-3DG ~ J ~ FRANK DIPRINA 4 ARBOR CT 1 I~CBANICSBURG, PA PAYMENT S Y CHECK NO: ACCOUNT NO: CHECK GATE: Dear FRANK DIPRIMA, The attached check represents a subscriber refund for account nu>•ber in the aaount of If you have any questions or concerns regarding the refund check you can write us at the address above or call Coacast's toll free custoaer service nuaber at 1-888-CONCAST. DETACH ANO RETAIN THIS STATEMENT THE ATTACHED CHECK IS IN PAYMENT OF ITEMS DESCRIBED ABOVE. IF NOT CORRECT PLEASE NOTIFY US PROMPTLY NO RECEIPT DESIRED CHK Receipt ies o~ check mom' gee it . r~ V~ ate delivered to a branch o j ~ ~vl ~ nts listed below • p l.~" nose, endfor docume ' _ ~snevsr checks. sacv to a client ~'hts Corm msY be ~ on ' A,apynt IsAoe~+eel ~ . ~ Nunes • Amc• sow' oi+ ~aoo~+nt rr+~ Ne9 erved: ~ Nu n4 ~~~cates have bee ~usiP Numb'K e tnllo~ ef1R1K ~~,,.r•,. ~ ~ , `i? 1 • 4 ? ~ ~ ~ x,~,p~Y ~ 'f i y j i R'4 .t w "r ~ L ~ tit ~n'g R '4'f"E. 'i q'. 3 ` . t r< t.l. y ?.r fdt ' L,rrN y . ,~y i y ~ , 5 t'1": 4 f t~' 4 , ''o P ~t ~ + r ~ ..fft x a.# ` r. j ' > x~~i4ti s xxY ' ~ , .Z px:•. 'X~' > .~y f~ a t~ y~'~ ° 'r~i13l~if~Jlr` '`,n fix. a ~~-'fk r ~a ~.'t ~ . ~,N Y.:~ f ~ f.r .Y.. { w'i) I~ J{~ir~ 4 ;r ~ ~,y* a ~ i' ! Y`. ~..t q ~ ~ f I. ~ P Lf M~~~~if~ ' ' i Y' f•Y ~.j' y.i. yl~. Y .~x'~. ~ z p 5 5 ~cpr~ 6 . II,p3 Z Zq8 for d°°ume~+~: t ohm ef14 .,,r,.~---~'--" oea t~+e folloMtl"q aN 1 h~ el11s ~ ~~~nt Nem~ tP~nq p~u s• ~ ~ Rsce~ trorn: wr, o~ fund ~mp~'YI ~ ~ p~t~ tlQl.. SP~^ ( ~m~ tPrind to: pdtnin Dell`+eted ' p~ r U`~ . ~ Ftn ~ ~ pain. S?4M~re U P*9~ ~ ~ F8~'pg09 ~~~t FIN~IPC nt Advisor A AeO~~erod Invs~e I H Date: This Month Gross payment amount Net payment amount 8 ~ ~ G~ ~a YPRUDE153d7S82 FuNO ADM~IISTI~?TOR PSI DiSTRMllT10N FUND AN SEC DISTRIBUTION PO BOX CANTON, MA HRBFA COST OF IRA FBO MARTHA F DI PRIMA MONTAOALE OR DILLSBURG PA - 9 t BLOCK /ITEM: REFERENCE NUMBER: OOOOOti2223eFRA CHECK NUMBER' 113A0206 CHECK DATE; 10N?I2010 _ _ Y _ . _ _ TOTAL GROSS DOLLARS: WITHHOL[51NC3~TAX: _ _ _ PROCEEDS PAID TO YOU: St Re: Administrative Proceeding File No. In the Matter of PRUDENTIAL EQUITY GROUP, LLC, formerly known as PRUDENTIAL SECURITIES, INC. ("PS1~, Respondent. Dear SEC Distribution Fund Beneficiary: Enclosed please find your payment from the PSI Distribution Fund, a distribution fund which was established by the U.S. Securities and Exchange Commission ("SEC's in connection with the above-referenced administrative proceeding. You may contact the Fund Administrator at or access the webske at if you have any questions, requests, or need any further information concerning this letter. CA TION: Before you deposit or otherwise negotiate this check, it is very importarrt that you understand the tax implications that may arise In connection with this payment. To this end, you may access and review the Statement to Eligible Investors located at . If you would like a copy of the Statement to. Eligible Investors mailed to you, please contact the Fund Administrator at 1-888-850-Z9A1. For individual tax advice. Qlease consult with your tax adviser. Isle Mutwi Fund EMF' Name Account Number P Amotr~t TEMPLETON WORLD FUND OOOOOOOQ1434006 Nob: For • Aiist of /~a(eifcM Aa~d names assodaMd w~h each EMF. Abase po to the "OtsfnfbuQbn Deters' wtk on the webslh, IMPORTANT: See the reverse side for further settlement details and information on how to contact the Fund Administrator. PlSI DISTRIBUTION FUND e~2.3e AN SEC DISTRIBUTION 3t t PO 80X Chacit IWat~par RN¦rmce Nunbar Check Ogle CAt~FTON, NrA 113a0~0a 00000622236FRA 10V12/2010 ELEVEN AND 6?J100 IIQLLAR8 _ PAY: HRBFA COST OF IRA FBO MARTHA F DI PRIMA s1ts2 Payable At Deutsche Bsnk Trust Company Delaware AN SEC DISTRIBUTION A vO1D APTlR QAYi I~'LL390206~' r:03i~003801: CNK LPL Financial S~curiti~s or Check R~c~tpt ~Mtrwllone: This forth may be piwn to s client whenever checks, securttiea, snd/or docu ;enb listed below are delivered to a bench office. Aeeouet h~ormatlen ~M Nub i1D V AoooutAt RpNtrttlon A GrtMloa!•a: The toflowinp certincates have been received: Quende~r =eourlt~l Deaorlptlon Cusip Number CertiAoete Number NpoNeble• Anrt. 3old•• D ~ ~ _ ~ ~ r X11 ip ~ `P'.} t ~'~Yw Y!+1i1;~• ~ ~~k,.•1.~1 ~ny:lr<,r~! .R ti t.~t"'~1.. a .S t. t ~ ~~:4'I ~?S."~* .r~' < - ~t~V' t ~I. ,I t f ..S y7T+~~ * nY ~ •t~,j - s ~Iti!- .I f... I/ ~ ^rr ~ff•rf. .~I} .~'~~..4K , ~ ~ t ~ I~~~, .~13i Y .'G, ` i . .•I.:' I :a7~'`~~~l F•ta r w. X11 1 ~ .a ~x4.'. ~~t{ t t I11~. . 1 1 -•x kla I'~~i ~.A t i11_ t I ` U,,t ' d,. •f ~ `yi?,~ y .S ~ a tic N`: 't~~' 3 7 rI:O i i L 5 3 2 3 L00011• I n.w this dhl noewed ththeronow+no o•rtlAoa~ae, oh•o~a .nd~or dooument~ R.aived from: V~ ~ Mfg I aia~t N.ma cv~a oaa G, Dadivend to:~ l.~ 1 (LPL. Sponsor, a Fund Company! t. ~ ~ Admin. Signature LPL or Admin. Nam. Iprina Dete Member FINRAI5IPC A Replstared Investment Advisor FS~"'06~ P~y~ 1 0'f 1 LISTENING IS JUST THE BEGINNING. July REVISED Cunningham & Chernicoff, P.C. Attorneys at Law P.O. Box Harrisburg, PA Dear Mr. Warshawsky, RE: Martha F Diprima, deceased June In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking 1 1 Date of death balance paid in interest in prior to date of death, opened titled in her name alone If you have any other questions, please feel free to contact me at Sincerely, ~ Joshua A. Groff ~ , ~ ~ - ~ x ~ ~ Credit Confirmation Processor ~ ~Y ~ ~ ~ ~ ~ ~ f _ ~ n... ~i,'~:I . ~ ~ _ 4'yI;`~.:!I~ f`ry' 1.800.FULTON.4 • fultonbank.com Fulton Bank, N.A. Member FDIC. Member of the Fulton Financial Family. _ _ o I~ CERTIFICATE OF TITLE FOR A VEHICLE ' I , _ - ' ~~~070791161D00094-001 ~ 4T1BK36825U022753 ( 2D05 1 TOY07A I DI fit: ` . VEHICLE IDENTIFICATION NUMBER YEAR MAKE OF VEMIC;LE TITLE NUMBER ~ SDN I ? I ~ Fl. I 3l2?/D7~ DOb800 ? BODY TYPE OUP SEAT CAP PRIOR TITLE STATE ODOM PROCD GATE ODOM MILES I ODOh1 STATUS .a 3i2aio7 ~ 3i2oi07 I I I ~ DATE PA TITLED DATE OF ISSUE UNLADEN WEIGHT GVWR GCWR TITLE BRANDS ~ ~ ~ ODOMETEP. STATUS jA'!~j 0 = ACTUAL MILEAGE ~ =MILEAGE EXCEEDS THE MECHANICAL ~ UMrTS r 2 ~ NOT THE ACTUAL MILEAGE Ci ' 3 ~ NOT THE ACTUAL MILEAGE~OQOMETER TAMPERING VERIFIED r. ~,r .r a .EXEMPT FROM ODOMETER pISCLOSURE s~a_ REGISTERED OV~TJERiS) ~ TITLE BRANDS _ •t~'~' _~1j, A . AfYT10UE VEHICLE _ MARTHA FURTELL Dh~ -PRi~MA''''~ `''~"•I""-r"""" ''Y ~ .COLLECTIBLE JEHICIE - F .OUT OF COUf:TRY 5 A R B 0 R C T ~ URIOfIVALLY MFr3D_ FJR NON-U.S. ` 'JM~; DISTRIBUTION M E C H A N I C S B U R G P A 0 5 5 H .AGRICULTURAL VEHICLE L • LOGGING VEHICLE ~ P . IS,VJAS A POLICE VEHICLE P .RECONSTRUCTED S =STREET ROD • T .RECOVERED THEFT VEHICLE _ • V =VEHICLE CONTAINS RE153UE0 VIN W .FLOOD VEHICLE X = LSIWA$ A TAXI 'jt FIRST LIEN FAVOR OF: 6ECOND LIEN FAVOR OF _ 'S2 . . If a Isacontl IknhoWer is I!stetl upon sarisfacUOn of the }first ben, the first lienholder must forward this Title to the Bureau of Motor VehKks with rite FIRST LIEN RELEASED ' appropriate forth and Else. DATE - ' BY SECOND LIEN RELEASED AUTHORIZED REPRESENTATIVE DATE MAILING ADDRESS - BY, • AUTHORIZED REPRESENTATIVE MARTHA FURTELL DI PRIMA ARBOR CT MECHANICSBURG PA . - I certify as of the date of issue. the official records o1 the Pennsylvania Department ALLEN D B I E H L E R ~ of TransportaUOn reltect that the person(s) or company named Iwreln b tlfe lawful oNnsr r. of tha raid wnide. Secretary of 7'ranapot-tattoo r#" . ' SUBSCRIBED AND SWORN n If a co-purchaser other than your spouse is Bated and you want the title to h BEFORE ME: / ~ U rte listed as "Joint Tenants With Right of Survivorship' (On death of one Ar r R owner, title goes t0 surviving owner.) CHECK H£R£ O. Otherwise, the title will be issued as 'Tenants In Common` (On death of one owner, interest o! -f deceased owner goes to hislher heirs or estate). S O"T7cDMINIST R OATH ~ tST UEN DATE: ? IF NO UEN. CHECK l CCU r ~ 1ST UENHOLDER Iw t JtJ~ e - PrAUU K SM(fH~ NOTARY PUBLIC STREET /y - f Sq.VER SPRING TWP., CUMBERLAND COUNTY ~ GTY STATE zIP Mfr COMMISSION p(P{RES FEBRUARY IF THIS IS AN ELT. CHECK HERE ~ FINANGAL .p NOTE: FIN REQUIRED INSTITUTION NO f V 12ND LIEN DATE: ? IF NO LIEN, CHECK TTc ~ec rfrrsby makes appNrarron for GrtmeaN d Tile fo Mr "etude 7etcriWC v sOn.e t cf !c fife snetunoranees end plher ipa! Ue~me M IoM Mr. I 2ND LIENHOLDER t , 1 ) { O _ {STREET yV .E.} T f, i APPr R IZED } C~, I CITY STATE ZIP : ; / ~ IF THIS IS AN ELT, CHECK HERE ? FINANCIAL ' s T -AP uCANT, TLE O Au •f SIGNER ~ NOTE: FIN REQUIRED INSTITUTION NO. f a / • • s (TYPE OR PRINT) Certificate of Title must be submitted within days, unless the purchaser is a registered dealer holding the •~~+hicle for -asale. WARN I NG - TO COMPLETE OR PROV 0 NG AFALSE STATEMENT MAYY RESUILT~IN F NES OR MPRISONMENT E TRANSFER OF OWNERSHIP. FAILURE ~ ~ ~'b ONM. rtwet od~pMw loans W77A O W~276 LAST FIRST M.1. D A.', ASSIGNMENT OF TITLE - . r•v~••~ w Ir wtin..« M ~T ...q.~rr.a e..b., D m•~ Marv M Ms rwaci a PURCHASER C+R FULL 1 ~ fD L,Me renifl to the ra d my~our krgwle0pe that Me aoornefsr r.edirq i6 Bl1SINESS NAME ~ (~G~ J o~ /e~~_) f !lY TENTN~ COPIIRCNASER ~ C 1 R~ t ! 1 A f~ i ~ .._.L ~S~/ X mAes r+G re~ecls tM xtwl mdeape d tl~e ve?wde, O unless ;one d Iha lo4owinp Desee s chectced ATDUR 3S e s r i f~D I^; Rellects tM em~unt d rrNleape 4 NOT ax actual miletpe i ~ u in ezCeeS W ks meehsNeal Iknkt ? WARNING Odometer rac;.repancy Crtr ~ Q ~ r ~ ~ ~ ~ O INVe further cerOty Ihet the wfwcfe ie hN d any encumbranw eno au1 rr ownereNV N Irrepy PURCHASE PRICE hensterrW ro RA Qereonle) a? q1e deellsr Ileled. STATE ZIP ~ Des / ~V , SUBSCRIBED AND SWORN ~ ~ ~ Q ~ V y TO BEFORE ME: c A ~ AR _ R ~ / ~ to R S i l . ~V ` t~ ttASER AND;OF+ ~ n C4PURCHASER MUST V COMMONWEaI.TH OF PENNSYLVANIA ,NAME HE~1 ~ ~ rorT?~ , NOTARUIL 3FJ1L r ~,a F~~G~~I~DF st~a /Q/' ~dt`~e N~° N Q w PAULA K SMITH, NOTARY PUBIJC ~ ~ cn SILVER SPRINf3 TWP., CUMBEAlANO COUyN~TY. ~ MY (;OMMIS310N EXPIRES FEBRUARY 2O1Z - SIGNATURE of CASELLER I N w ~a` Eu.'~1D~isT ~ F,QgNK ~ ~~ie INt I~ HANDPRINT NAME HERE ~ B. ~ E 1 ~ • • • . e n. I1Ne oartlty, b ale beet d tny/ax IugwNdpe slat b odonlMa ~ tradel0 k LAST FIRST M,I. Q Tt:w~,t//NS W - -I- I\ R1ree and NeMftl 1M at:tuat mNape d rN YereCle, rUH1.Mbtn vn Fvu W unless one d ar Iwowt?g bores Ie drokad: 9UStNESS NAME rp ? e a i m.~rw,lr,°~w~we ? wANORNTiNtl1eG: oa~ur"~«eP.n~y S~ ""~R - YVYe turlher oertity that rr vetlfole k hN d any encumbrarwe and that the owrrrsltlp to hereby ADDRESS ~ traneterred b the person(s) or MIe daalar aNed. - - _ _ • CIT' " ~ SUBSCRIBED AND SWORN - cti TO BEFORE ME: PURCHASE PRtcE ~ MO. DAY STATE DP ~ OIN ~ - rn ^G PER t R TH PURCHASER TUBE ~ w~ _ w Q uco-P ~sE~R ~D~ a, W ~ O W sroNAru R a - O SELLER fiAUST ~ HANDPRINT NAME HERE < fD • • e . . • ? • ~ ~ • . • • 1/We aeAlly, ro the beat d myMur laawtedps stet ar odortrMr teadirq ~ LAST FIRST hll. ~ . :TENiMB ~ X rrlMc and reracu iM a>:a,al mMeaps d the }slwde. PURC?tA8ER oR FtA.L G~i urtleae one or ar tororvk+p bones h ottrdced: txlt3l?+ESS NADAE ' , C ? n~ ie d I~IInYIe ? w~ G e~ n uw. n,rrt.r,o.rwy 1hM ar Mdlta. +e M.. a «+y.r+aellbrartae ana tn.t ar owrweetp k tl.r.by Aotx+ESS hanebmed b ar persart(a? a fill. d..l« tlelsd. - cm SUBSCRIBED ANO SWORN - TO BEFORE ME: AY ~ R STATE ZIP PRU:E - w TIME CNTM R PIA ~ - d n p~ - G1 J CD~IRi,SER N - -s - _ N T O to t ER ~T ~ HERE 3 ~ • • . • e r • • d f r r ,r ~ WVe oarafy, b the beat d tny/ar krlowletgs that ar odonrM rwlkp k LA3T FlRST M.I. ~ . ' . Tt:tmre = ~ n1~tla afld IeMaC~ Mla faC1t1M RlMeape d a'Ib ~1ie11kre, Pl1RCMASER C+R FULL ~G. unteee ane d ar blbwinp bt>wwt ro ttheCk~d: eU4MIEeS NAME - rt~. ~ I ? In eaoan d wnche/tleale~~~rYlt ? WAfMIMI(i: OdomNer ficreparw.y Uwe Ilra+ar ceray IhM rte tielreM a tIw d any arlourebrarlaa and art pr asrnerslMp N tlersyr ADDREtt3 1 trvrhrnd to ar person(el a a•Ie dealer (sled. cm { SUBSCRIBED AND .SWORN - TO 9EFORE ME: PuRCItASE P~cE t!' MO AY STATE ZIP ~ DIN ~ d s r C R TH PURCh1A R Wl1 ~ R i T ~ J PURCHASER AND~OR - ~ CO-PURCHASER MUST Q o W HAN INT H RE_ o ~ O a W j IGNA RE OF N ~ ~ HAN PR NT NAME HERE ~ f`41F~`K NFRF IF ADDI Il'.ATIAN FAA nFAI FA TITLE 4ND t^AMPLETE SECTIf]N O. TITLING FEES S 1 www. il~~r-5. c•ern Ht~A~' 3 AUCTIC;y Sett Iement ~"F:p::+JK L,Trr~T,,~r-~ PagE: Sel I er^: ~13b 1 ~ i~~~ITyD~L= L3R Lj I' I_SPL~RG F'p i r Hem Ds script ion t=rice Oty Total - _ - ~ - Pox I of - vac ~ 1 ~ c5. ~Qt - Prief bag - lap tep ~ ~ ~ I g'?~ - ~ wreathes 1 k • - ~?ox lot - material - knives 1 k~k - E+o~x Iot - pillows 1 - Tao1= f b.~+~ - Pox I of - computer 1 ?3s ~Q? - blankets - trati~el bass i ~:~~k~ - Pox lot - plastic items - 1 box lot - eagle Mead - - fiox lot - .baskets - t~.~rtle I - box Iot - art. flowerer - 1 steno cables - bowls - ~Oi~ 1 Ot pi ~ I Ows - i ~Ln blanket - Box Sot - toaster - coffee ~ 1 maker - Printer i - F I Q or light i - F I oor . I i gh•t 1 ~~~ti - Wreck ~ sweeFer 1 ~~c - Hose caddy 1 c~. - Fira~p,Iace ~ et 1 - Light 1 - L i g;n t i Q~ - ~.ig`~t 1 4,~~c Licht-stereo I+~t 1 S•k'~• k`'~ - Reci evzr-I of 1 +~+T - Stereo 1 e i ti''~ - Class top tabla i i~.~~+~+ Table-c;nair-s 1 , i i . ~ 1 i ct ~ ~ r e _ L o ~ 1 i . ~,t~ Mr~c w o i i . ~,c~,- . r- Sofa o v e e a t 1 , r~ ~ = . Shelf-sw2sper i s~. ~~k~~.~ - Walkers i 12.4z~ 7 ti~ ~t~ - ~;e~_~ir:er i .~c~, title - 5 t e I i Old? !'i~ ~_f:~iT' i~~t - L~r-ue:n . tie : ~Z? i ~-+~~7-c+t~ www. slaars. yam HAAR' S AjJCTIC~i • 7i•r-4~~-~E46 Set t l e meet FRAI~ii{ LIF~Rii'fiA ~i ~~-`~~G~ Fade : 4 Seller: MONiADALE DR D I LLSPURG FAA i ~ Item Description F`rice CtY Tot31 -r...-r.~ ~~~-.~....~-...-.....,....-w~..-r.-.~.... ~.--r~.~.~.~-..~ - Card table 1 I t e a'~ : A.m o un t : G~ t: 't' Commis 5 i on at @~~'.~ r' " FI.~EL SUFIC. JARGE 1 Less ed.justmerts: -~3E.5~ ~{et due to seller: ~ 3G3.75 www, h air s. ce m HAAR' S fiUCT I 7 i~-•~3E-8~4G - - m ti V. EISEN PAGE • 1 Eatste of 11+iartha DiPri~na Prepared tor: Bruce J. Waral~w~ky, Esquire Cu~+ningham dt Chernico~ P.C. ~T. 2nd Streit Hatiisb~ug. Pennsylva~aia 1711Q 238-bS70 Fib ~DiPlima Ea~ato Prepared b~?: Erica Shea Taylor, Auctioneer and Ce,YtiB~ed Apprairer Kerry Pae Auctioneers 2 Chicludee Circle Palmyra, Pennsylvania S$7-8000 Mesber: CertiBied Appraisers Guild of America V. EISEN PAGE Txbte of Cont~at~ Title Ps~e 1 T~bk of Contents ~ $ 3 4 Conditions of AppTSisal s CatiBicadon 5 ~ 6 M~othod of Valuation 6 T~e~Bunition of Value 6 Basis of Appreiaal ~ I)esarip~tion 6 Apprai QusliBications sa A Value Liatin~s A~ PAw~?• 7 c,f R V. EISEN PAGE Su>~mary Qn May ZS, at the request of Hruce J. Watyhawelry, Cuaningbna~? & Cla~ool~ P.C., I u the assets of a of Martha D~rima. V~tu~ F~..,t ~e The Fair Marlce~t `tatue for the pcopeRy is total is: si,355.00 This is t~ the appraisal report. The appraisal roport must be read in its ~eatuety. A~ar.~ ~ of R V. EISEN PAGE An~lysi~ Conditio4 AlI iteoc~e are assumed to be in good condition, u~nlcss atherwire noted in Appendix A of th» Insp~ctioa This appraisal was completed based on photographs and an inveootory list provided by twe c~i~t. tf....• ~ Q / _ V. EISEN PAGE Conditions of Appraisal The valise stated in this A?ppraissl Report is based on the best judgment of the apprs~ser given the acts and conditions available: at the date of the valuation. The use of the, report islunited to the purpose of dctermiving the value of personal property Nor Estate Tax purposes. Any additional research or teetindony required by the client or the court will be billed a the airrent rates. Disclosure of the conteznts of t~ report is governed by the Standard= and Practical ofthe Certified Appraisers Gild of America. Certification of Report Neither Erica Shea Taylor, Kerry Pae Auctioneers nor any of its anployees have any pt~esent or future inta~est in the sub,~ct property. No prohibdted Nee was assessed for aria report. Erica Shea Taylor of Kerry Pere Auctioneers has succe+estWly completed the personal pc+oporly appr~aser aeaon proms with the Certified Appraisers Guild of Arsser~ica acrd is ~ n~acnber is good ~ This report was prepared in accordaQcx with the Uniform Standards of Prolbssional Appraisal Prsctioe and with the Standards and P'racdca of the Certified Appraises Could of America which bas review authority of this report. Tb~e s,~tt~nts of pct armed in this report are true and correct to the hart lasowledge and belief of the appraiser. By: Farica Shea Taylor, C.A.C~.A Kerry Pere Auc*iaseers v...~. c ,.r o V. EISEN PAGE Purpose of the Report The purpose of this report is to determine the value for F.atau Tax purposes for m ~ Chernicoff, P.C., Harrisburg, Pennsylvania. Method of V~iu~tion The m~athad of valuation used fur tlris appraisal is the Fair Msrket Value. Definition of Value Fa~lVtarlcet Vs~lue Under the Vaned Ststes Treasury regulation 1.1?0-lc Fair Market value is de$ned a:: The pricx at which the property would change hands between a willing buyer sad a wily , beung under compulsion to buy ur compulsion to sell sad both having reasa~aable lmowledge. ~tsi~ of Appr~sal The date of vahaation for detd~mining the vah~e estimation is Msy 2S, Thin appraisal was conducted on 1Vuy ZS, There were no limitations an use or disposition of this property. An itemized list with descriptions is in Appenduc ,A. D~nn• IG nP4 V. EISEN PAGE Erica Shea Taylor, Auctio~ne~r and C;erti~od A?~praiser Kerry Foe Auctionea'ts 2 Chicicgdee Circle Painayra, Pennsyivauia Mn. Taylor 1~o1ds a Hac~atot'u de~roe is Arts ft~oRn Lebaaon Valley Colter whore the sdrdied art visoo~y ao~d busipo4s taaaet. Erica Tay1a wooasefully ooa~le~ed tb~ personal pt~operty certi~6c~atron prograta w?fth tbo Certi$ed Apprsuor (luild of America (C.A.CJ.A.) and hss fatten claa~a in Appraisal Sawa at Ne~v Yortc Uaivorsity. Mrs. Taylor coarpl~od tLo Unifarrn Standards of Processional Appraisal Practaca (USPAP) ooursa in oogiunctiod wii~ tLe Appcairen Associstioa oaf ,America im Nwprtber of Fsrica Taylor i. a gadusooe of the ~iarrisbut~ Aroa Comznua~ity Collie ,Atw'~ionee~'s Punt. Erica Taylor vas held naonstp is tha Pennylvaniar Aucticuoor's Association sad dx National Auctooear's Assocss4ion. She wsa roc~etttly as active n~cnbor oc tha Amoziaeu Haines wanan': Aasociaotaoa sad the HsrrisbarS Young Ftn6eseionals. She is G a manbcr of Ameripd Mcwpt. L'~Y~ Mn. Taybr has w~oriood as ~ tatr gwd~e add exhibit wormer at the Suzaono H. Arnold Qallety at Lobaan Valley Coll~egc. Sire also worlood as P~~ p~P~Y ~p~~ ~ ~ Fioc Art of CAP Perntsylvaaia and has w~arked with various audios a in c~ontrat Pmuuylvania. F..rica Taylor joiood Cltssic Fdga Aucezons ~ Appraisal Sarva'<:a as a parp~r in July of Mrs. Taylair Purchased her pa:met's share of tfie bwmas and becaa~c a solo pnpprie~or in Ma:+clt of Mn. Tsybr is aus+eaetly as auotianeer and cordsed Pa's PtY ~ ~ ~ Psc Auctioneers. Mrs. Taybr placed m tb~o top t{ea dsuing the sad Pass:ylvania State Bid Cailaag C.oaa~ held at the State Farm Slww. Classic F.c~e Auctions was awarded the Penosytvaois Aucdoneara Asiociatian AdMerti~siug and N awards 8or Hat Audlonoer Websitic sad Roll EeRatie Auction AdvertisemeaR. Doo~• 7 nFlt / V . EISEN PAGE Appeudi= A ltiir 1M[ar~et v.~.~ SSS.40 and Acrylic Pstio Table and Cbaira s32S.00 Table and Cla~irs Tabu measttros 6S" x Basta paaadt~od while with dadc Snv~ad wood trop. Cabride C~eanporary. Sat wing chairs. VYood paintod wlzi~e. Urn-stupod b~rc~csplat. Upbobroet+ad swots. Cvnse~tnpor'try. Hediaom Lhaar ~1Vlasswa x x Frew Pr~o~vincial-style. Wood, pi~cled ~o~C ~b~. Conteociporary. S37S.00 Be~dt+aora Suite (Includes Aod, ArmQira and Niy~stands) Freuab? Pr~rmciai-xtyl~c. Wood, pained whito with ~t trim and painlod deoorati~an. C,aa~taanporary. Bed: King-sloe hoard 1Vleaaur~es x Armoire: Measgres x N~ghbtands: Each LYfeaslira x 2S". S. King~ad Box Springs and Mattreasos Ss+e~l vodomide support frames. S3S.00 ~Ciasg~iaed Hoedboacd Upbols~et+ed i~a sage green clads. Measures x Coo~oa~parary. SS0.00 Siq~o Aod Box Springs aad Mattrossos Widr sne~d undorside support ~cnes. B. saS.oo why yea wickrcr Wish glass sbelvos. Mosaura x x Cansemporary. s7S.00 White Clem Uplaolaoeroa sofa Mansura x x Contanporary, ~Q.~ Sidobosrd Cabinet Hlach lavqu~od Orienotal csbioat. Carvitsg and mofiha of pearl. 11~suros 3b" x c.1930-1960. ~i_3ss_oo rout A*a~• R n~ ft ~ ~ ~ "~i r.. O ~ ~ a . N N ~ ~ aN0_ eh eh ~ of r> O ti ~ I ~ a ~ ~ r. 0 I o ~ ~ ~ ~ ~ ~ o U Q z O c ~ to ~ ~ ~ ~ m _N A ? ld vi M a Q ° t ° ~ ~ ` Q~ U V ~ N = E ~ H ~ O 7 t/S ~ O ~ ~ ~ ~ ~ H ~ ~ ~ O a m ~ 3 ~ ~ ~ a. ~ a` > o ~ a ~ J r C C Q ~ m p m p V i V1 j to j p ~ ~ ~ ~O ~ ~ ~ o~ ~ v~ ~ ~ ~ H ~ ~ ~ ~ ~ ~Qa ~ Z~ ~ a Of ~ O ~ ~ 2 G.HU ~ o = i ~~na ~ E i w , E I, W I ~ ~ ~ J Q) ' ^ s..,,~ 2 ~ a C X ~ ~ ~ ~ ~ ~ ~ ~ _ ~ E ~ C e~i ;s ~ i O ,n _ C ~ ~ ~ n. m ~ m u a o J ~ a N 3 ~ _ oq m N J pa.+' A7 Sj G a ~ d ~a `~c~s ~o~ N g~~~~~g'" ni°. ~~..c cg ~C ~ ~ ° ~ ~ ~ ~ ~ ~ ~ ` r g ~ s ~ 4 a ~ g~ S 0 ~ r aC Ag~~~d~~ N O ~ 's ca h g t~ ~un v O t~ ~ ~ ~A~rdv ~ G 7 ~ ~ O o c ~ ° c ~g ~ r o ~ ~ ~ ~ y ~ ~ ~ $ ~ ~ A~~ 4 0 ~ Q o ~$o~ ~ N ~3Zi" ,g~~~~ GS o~~ ~ ~ ~ ~ 3 ~,g,.~ E ~ o w. v A ~ ~ ~ ~ ~ ~~GG ~ ~ ~ c ~ a 4 W ~ J ~ ~ v 3 g g ~ o$ ~ ~ ~ ~ Q a o ~ a ~ ~ ~ ~ ~~~~s~ ~~g T 2 ` a~, o $ ~ E r ~ ~ ~ ~o~ o~ ~ y ~ ~ _ ~ o ag CC y r 7 r- ~ ~ o~~a t ~ a~ W ~ ~ ~ o t a ~ V N J ~ ~ ~ ~ • • ~ ~ TRUST AGREEMENT This Trust Agreement made this .Z3 day of , by and between MARTHA F. DiPRIMA (hereinafter called the Grantor) and the same MARTHA F. DiPRIMA and her successors (hereinafter collectively called the Trustee or Successor Trustee). This Trust Agreement shall be known as the "MARTHA F . DiPRIMA TRUST DATED c~.~3 r .D DAY 4F ` S~ . ~E. U E ~ , 9 3 " . Item ONB Trust Property The Grantor hereby transfers, assigns and conveys to the Trustee and its successors (hereinafter called the Trustee or Successor Trustee), as Trustee, the .property shown on the attached Schedule A, and such other property as may be transferred to the Trustee, whether it appears on Schedule A or not, in trust for the beneficiaries and upon the uses and trusts hereinafter set out. I test TWO Power to Revoke or Amend The Grantor reserves the right to alter, amend, modify or revoke this trust in whole or in part at any tune and from time to time by an instrument in writing signed by the Grantor and delivered to the Trustee, provided that no such change shall increase the duties or liabilities or decrease the compensation of the Trustee without ita consent. The Trustee shall have a reasonable time after 1 • • J ~ 1 receipt of a writing revoking this trust, in whole or in part, in which to deliver the trust property. Itei THRB$ Income to Grantor During Life (a) During the Grantor's lifetime, the Trustee shall gay all of the net income of the trust currently to the Grantor or as the Grantor otherwise directs and the Trustee shall, from time to time, upon direction by the Grantor, pay any part or all of the principal to the Grantor or as the Grantor otherwise directs. Provided further this shall not be construed as a power in Trustee to make gifts directly to third parties. Disability of Grantor (b) If at any time the Successor Trustee determines that the Grantor is either unable to exercise the rights reserved or to apply the income payable to Grantor hereunder for Grantor's own best interest and advantage, the Successor Trustee may pay to~ Grantor or (even if a guardian has been appointed for her) apply for Grantor's support maintenance and medical and hospital attention, and for the support, maintenance and medical and hospital attention of Grantor's spouse and others dependent upon Grantor, either directly or through such person or persons as they deem best to assure the most efficient application of such payments for the purposes intended, as much of the income and principal of the Trust Estate deemed necessary for such purposes. Any income 2 1 ~ ~ not expended for such purposes may be added to the principal front which it was derived. (c) The Successor Trustee may rely conclusively upon the opinion of the Grantor's regularly attending physician, written or otherwise, that the Grantor does not have the physical or mental capacity to manage her financial affairs or that the Grantor is again able properly to manage her affairs. Homestead Property (d) To the extent Grantor's principal residence becomes part of the Trust Estate, Grantor reserves the right to reside upon, use, occupy, and possess any real property placed in this Trust as her residence during her life. It is the intent of this provision to retain for the Grantor the requisite beneficial interest and possessory right in and to such real property to comply with Section of the Florida Statutes, such that said beneficial interest and possessory right constitute in all respects "equitable title to real estate" as that terra is used in Section Article VII of the Constitution of the State of Florida. Notwithstanding anything contained in this trust to the contrary, Grantor's interest in any real property in which she resides pursuant to the provisions of this trust shall be deemed to be an interest in real property, and not personalty. Tangible Personal Property (e) If and to the extent tangible personal property of Grantor is added to the trust estate during Grantor's life, and in the discretion of Grantor's Successor Trustee, during the disability 3 of Grantor, the retention of such tangible personal property, in trust, presents problems of storing, securing, or otherwise retaining such items in trust, Grantor's Successor Trustee may distribute such tangible personal property as if Grantor had died, in accordance with the provisions of Schedule "B", attached hereto and made a part hereof. Provided further, this provision is to be interpreted as permissive and not mandatory. Itea FOUR Additions to Trust The Grantor as well as others shall have the right at any time to add to this trust by depositing additional property with the Trustee hereunder, provided such property is acceptable to the Trustee. All property so deposited shall be held and distributed by the Trustee as if it had been a part of the property original- ly deposited hereunder, unless the instrument by which such property is deposited otherwise provides. Itemt FIVB Payment of Taxes, Debts and Exvenses of Administration (a) After the Grantor's death the Successor Trustee shall pay from trust principal, either directly or, if Grantor's estate is administered, through the Personal Representative of Grantor's estate, such amounts as required to pay taxes and expenses of the administration of the Grantor's estate. If the Grantor's estate is administered, the Personal Representative of the Grantor's 4 + . estate shall certify in writing the amount of the payment hereunder and the determination of the Personal Representative of the Grantor' s estate as to the amount of the payment hereunder shall be conclusive and binding upon all persons interested in the trust and the Grantor's estate and in no event shall any asset not includable in the Grantor's gross estate be used to make such payment. Any estate tax or administrative expense shall be paid from the residuary of the trust estate without apportionment to specific pecuniary gifts, and provided further Trustee shall not apportion nor allocate the payment of any of these items to any property passing to or far the benefit of the Grantor's spouse under this Trust Agreement, or otherwise, which qualifies for, and is included in computing the marital deduction allowed the Grantor's estate for federal estate tax purposes. Following payment of the above amount, if any, and the payment of all other obligations of the Successor Trustee, including the expenses of administration of the trust, the Successor Trustee shall hold and distribute the trust property as provided in the succeeding Items of this Agreement. (b) Payments of the additional estate tax on excess retirement contributions shall be paid from the funds which contribute to the measure of such tax. (c) The Trustee's decision with regard to assets selected or sold for the payment of the foregoing items and any tax elections made shall be in Trustee's sole discretion, and no compensating 5 I adjustments shall be made for the effect of such Trustee's decision. Itez sIa Distribution on Death of Grantor Upon Grantor's death the remaining trust estate shall be distributed as provided for in Schedule B, attached hereto and made a part hereof. Ite~a SBVBN Successor Trustee (a) Upon Grantor's death, disability, resignation, or inability to continue to serve as Trustee, Grantor hereby nominates and appoints Grantor's spouse, FRANK J. DiPRIMA, as Successor Trustee. If FR.ANR J. DiPRIMA is unable or unwilling to serve or having served is unable to continue to serve, Grantor nominates and appoints PNC TRUST COMPANY OF FLORIDA, N.A. and her son, FRANK J. DiPRIMA JR., as Successor Co-Trustees. If FRANK J. DiPRIMA JR. is unable or unwilling to serve or having served is unable to continue to serve, PNC TRUST COMPANY OF FLORIDA, N.A., shall serve as sole Successor Trustee. Whenever PNC TRUST COMPANY OF FLORIDA, N.A. is named herein it shall be deemed to include any bank or trust company in which PNC TRUST COMPANY OF FLORIDA, N.A. may hereinafter be merged or consolidated. 6 ~ I . ' (b) The Successor Trustee(s) shall have all authority in the process of management of any trust established under this Agreement as if original Trustee. Provided further that if a corporate fiduciary is then serving, the corporate fiduciary shall maintain the records and have possession of and control of the assets of the Trust at all times. Any individual trustee serving hereunder shall, at all times, have the power to delegate any of his or her powers to the corporate Trustee for such periods of time as may be convenient. Investment authority shall be shared between the corporate and individual Trustees. A proposal by the corporate Trustee in writing to the individual Trustee which has not been responded to or overruled by the individual Trustee within days of written notification may be deemed approved by the individual Trustee . Provided further that FR.ANR J . DiPRIMA JR. , while serving as Trustee of any trust of which he is a beneficiary, or any other trustee/beneficiary, shall have no power to participate in tax elections which affect their interest or the interest of any person to whom they are legally obligated nor shall they exercise any power over the income or corpus of such trust except as limited by specific ascertainable standards as set out in this agreement, and any discretionary powers, if any, shall be exercised by the corporate or other independent trustee. (c) The surviving spouse of Grantor while serving as Trustee shall not participate in any tax elections which affect his interest or the interest of any person to whom he is legally obligated nor 7 possess any of the incidents of ownership with respect to any policy of insurance on his life. (d) The power of Grantor's spouse while serving as Trustee to invade the principal of any trust established for him under this Agreement shall be limited by the specific ascertainable standards as set out in this Agreement and construed in Regulation Section (c)(2) of the Internal Revenue Code or such successor code or regulation thereof, it being Grantor's intention to avoid creating in the surviving spouse a general power of appointment over the principal of such Trust. (e) Trustee Succession. Upon Grantor's death, if and to the extent .the efficient administration of this Trust or any trust established hereunder would be better served by the removal and replacement of a corporate trustee by another corporate trustee, such decision shall be made and corporate trustee selected by a committee consisting of PETER SCUDER JR., of Aston, Pennsylvania, JACK RAKE, of Downingtown, Pennsylvania, and JOE McLEAN, of Springfield, Pennsylvania. Provided that all decisions shall be made by a majority vote, and that at all times at least two of the members of the committee are independent parties who are not beneficiaries of nor related to the Grantor nor subordinate to or related to a beneficiary of the Trust under this Agreement . I f a vacancy occurs in the committee, the remaining two members shall select a successor committee member. The removal and replacement of the 8 . , corporate trustee shall be accomplished by the delivering of a notice to the then serving trustee and to the newly appointed corporate trustee, and the then serving corporate trustee shall have sixty days in which to deliver the assets. to the succeeding corporate trustee. It is Grantor's intent and direction that the members of the committee consider the purposes for which this trust agreement, or any trust created hereunder, is established, including, but not limited to, the desirability that the Trust, or any trust created hereunder, be administered by a fiduciary conveniently located to a beneficiary of a trust so as to improve connnunications between the trustee and beneficiary and improve attention by the trustee to the needs of the beneficiary. Provided further, this provision shall not apply to any trustee holding discretionary powers of invasion of the corpus or income of the trust but rather shall apply only to those trustees whose powers are limited by "ascertainable standards" as set out in this trust agreement and so interpreted under the Internal Revenue Code and Regulations thereof. Any amendment to this Trust broadening the powers originally drafted or any appointment of an impermissible committee member as defined above will make this provision ineffective. (f) special Trustee. If for any reason the Trustee is unwilling or unable to act as to any property, such person or qualified corporation, as the Trustee shall from time to time designate in 9 writing, shall act as Special Trustee as to that property. Any person or corporation acting as Special Trustee may resign at any time by written notice to the Trustee. Each Special Trustee shall have the powers granted to the Trustee by this Agreement, to be exercised only with the approval of the Trustee, to which the net income and the proceeds from sale or any part or all of the property shall be remitted to be administered under the tenas of this Agreement. (g) Resignation of Trustee. The Trustee of any trust created by this Agreement may at any time resign by instrument in writing signed by such Trustee and delivered to the Grantor, if then living and competent, or, if Grantor is not living or competent, to the persons then entitled to the income from such trust. (h) Ap,~ointment of Successor Trustee. Unless a Successor Trustee is otherwise appointed in this instrument, if a vacancy occurs in the office of Trustee of this trust then the successor Trustee shall be the individual whom the Grantor, i.f then living and competent, appoints by instrument in writing delivered to the predecessor Trustee and to the successor Trustee. If the Grantor is not then living or competent or should the Grantor for any reason fail to appoint a successor Trustee, a majority of Grantor's spouse and children (or a majority of Grantor's children if her spouse is no longer living or competent) may appoint a Successor Trustee. (i) No Audits or Accounts of Retiring Trustee_ No Trustee shall be required to inquire into or audit the acts or doings of any predecessor Trustee or to make any claim against any such predecessor or his estate. Any successor Trustee shall have and may exercise all of the powers, privileges, fannunities and exemptions conferred on the Trustee as fully and to the same extent as if the successor had originally been named as Trustee herein. With the approval of a beneficiary or the majority in interest of the beneficiaries entitled to receive or have the benefit of the income from a trust, a Successor Trustee may accept a statement of the predecessor trustee's activities for any prior period and the property received of the predecessor trustee in full and complete discharge to the predecessor trustee without liability. (j) Compensation. While serving as Trustee of this trust, a member of Grantor's family or other individual trustee shall receive a fee which is reasonably based on the amount of time spent and the amount of responsibility undertaken in the administration of this trust. Further, they shall receive reimbursement for expenses ordinarily and necessarily incurred in the administration of the Trust. PNC TRUST COMPANY OF FLORIDA, N.A. as trustee shall receive the fees it normally receives for siunilar~ trusts according to its fee schedule as the same may be amended from time to time. Itet BIGHT Trustee's Powers (a) General Powers of Trustee, applicable to all trustees: In the.. management, care and disposition of this trust the Trustee shall have the power to do all things and to execute such instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any courts To sell, exchange, or otherwise dispose of any property at any time held or acquired hereunder, at public or private sale, for cash or on terms without advertisement, including the right to lease for any terra notwithstanding the period of the trust, and to grant options to such for any period including a period beyond the duration of the trust; To invest in any kind of property, real or personal or mixed, regardless of the laws governing investments by fiduciaries, without any duty to diversify investments. To buy, sell, and trade in securities of any nature, including short sales, on margin, and for such purposes may maintain and operate margin accounts with brokers, and may pledge any securities held or purchased by them with such brokers as security for loans and advances made to the Trustee. To retain for investment any property deposited with the Trustee hereunder, including any stock in any corporate Trustee or in a parent or affiliate company of such Trustee or in a company whose stock any corporate Trustee or its parent or affiliate holds as an asset, either individually or in a fiduciary capacity; To vote in person or by proxy any carporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, conBOlidation, liquidation, bankruptcy or other procedure or proceeding affecting any stock, bond, note or other security. If Grantor ceases to act as Trustee while retaining voting power over any stock, unless otherwise directed by Grantor, Trustee shall not release Grantor's name, address and securities position to any company over whose securities Grantor exercises voting authority. To employ real estate brokers, accountants, attorneys and other agent8, if such employment is necessary ar desirable and to pay reasonable compensation for their services; To compromise, settle or adjust any claim or demand by or against the trust and to agree to any rescission or modification of any contract or agreement affecting the trust; • To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the trust, including the power to borrow from the Trustee at a reasonable rate of interest; To retain and carry on any business in which the trust may acquire an interest, to acquire additional interests in any such business, to agree to the liquidation of any corporation in which the trust may have an interest and to carry on the business thereof, to join with other owners in adopting any form of management for any business or property in which the trust may have an interest, to become or remain a partner, general or limited, in regard to any such business or property, to incorporate any such business or property and to hold the stock or .other securities as an investment, and to employ agents and confer. on them authority to manage and operate such business, property or corporation, without liability for the acts of any such agent or for any loss, liability ~or indebtedness of such business if the management is selected or retained with reasonable care; To pay the taxes and expenses of maintaining, repairing, improving and insuring any real property held hereunder. To amortize bond premiums; To exercise any option under any qualified pension, profit sharing, HR10, or IRA plan as to the manner of payment of the proceeds thereof , and any option granted Trustee under the Code relating to the federal income tax incurred by reason of such proceeds. Trustee shall not adjust the interest of any beneficiary on account of any increase in income taxes as a result of any such option so selected. To receive the proceeds of any l.i.fe insurance made payable to the Trustee, to institute any suit or proceedings, and to take any action necessary to collect such proceeds. However, Trustee need not institute any suit or proceeding unless its expenses, including counsel fees and costs, are available in the Trust fund or are advanced or guaranteed in an amount and in a manner reasonably satisfactory to it. To renounce, in whole or in part,, any property or interest in property which may become payable to any trust hereunder on the death of Grantor (including the renunciation of any proceeds from any pension, profit sharing or any other employee benefit plan payable to any trust hereunder) except to the extent that the distribution of such property resulting from such renunciation is fundamentally inconsistent with the provisions of this Declaration. (b) In making distributions from the trust to or for the benefit of any person under a legal disability, the Trustee need not require the appointment of a guardian, but shall be authorized to pay or deliver the same over to the custodian of such person, with the power to select any person or entity to act ae such custodian (who may be a Personal Representative of the Grantor's estate or the Trustee) , to pay or deliver the same to such person without the intervention of a guardian, to pay or deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (c) The Trustee shall not be required to file any inventory, accounting or other returns or reports to any court or to give bond in any jurisdiction in which such requirements may be waived by the terms of this Agreement, but shall furnish a statement of receipts and disbursements at least annually to each person then entitled to income from any trust. (d) In the distribution of the trust, the Trustee shall be authorized to make the distribution and division in money or in kind or in both, regardless of the basis for .income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Trustee shall be binding and conclusive on all persons taking hereunder. In making such distribution or division, the Trustee may allot undivided interests in the same property to several trusts or shares. (e) Except as otherwise provided herein, all receipts of money or property paid or delivered to the Trustee and all expenses shall be allocated to principal or income in accordance with the statutory provisions of the laws of the State of Florida. (f) The Trustee may tenainate any trust established hereunder, if Trustee, in its discretion, determines that either the costs of administration thereof are such that continuation of the Trust would defeat or substantially impair the purposes of the Trust, or the purposes for which the Trust was established can no longer be effectively carried out because of the change i.n the law affecting the Trust and its beneficiaries or any other changes or circumstances which make continuation of the Trust unwarranted. In such event Trustee shall distribute the principal to the beneficiary for whom the trust was set aside or, if there is more than one such beneficiary, in such proportion as Trustee deems equitable. Provided further, this power to terminate a trust and make distributions shall be luaited so as to preclude a Trustee, who is also a beneficiary of the particular trust, from exercising such power, and such power shall be exercised only by an independent trustee or corporate trustee, .and shall not be exercised by such independent or corporate trustee where the individual trustee or beneficiary of said trust has a power to remove and replace the corporate trustee. (g) The Trustee shall be authorized to lend or borrow, at an adequate rate of interest and with adequate security and upon such terms and conditions as the Trustee shall deem fair and equitable, and to sell or purchase, at the fair market value as determined by the Trustee, any property to or from the Grant~.or's estate or any trust created by the Grantor during life or by will, even though the same person or corporation may be acting as personal representative of the Grantor's estate or as trustee of such other trusts and as Trustee of this trust. (h) Unless otherwise expressly directed hereunder, the Trustee shall be authorized to make any election or allocation permitted by any tax law, including filing joint returns, consenting to having gifts made by the Grantor's spouse treated as if made partially by the Grantor, treating transfers by the Grantor as qualified terminal interest property (QTIP), o=~ any part or all of such transfers as if qualified terminal interest property had not been elected for generation skipping transfer tax purposes, and allocating Grantor's unused generation skipping transfer tax exemption, if, in the opinion of the Trustee, such election is for the combined best interest of this Trust and the beneficiaries thereof, and shall be authorized to make, or fail to make, such adjustment between the parties or the several distributions or accounts as the Trustee may deem equitable and just under all the circumstances. (i) The Trustee of any trust created by this Trust shall be authorized for tax, administrative or investment: purposes to divide any trust established hereunder, based upon the fair market values of the trust property at the time of division, into two or more separate trusts, the diapositive provisions of which shall, except as otherwise expressly provided herein, be :Ldentical to those applicable to the trust prior to division, and to consolidate any trust established hereunder with any trust having substantially identical provisions for the same beneficiary or, beneficiaries if such consolidation is consistent with the Gra.ntors's intent and does not defeat or impair a beneficial interest. Without limiting the generality of the foregoing, the Trustee may divide any trust into separate trusts consisting of portions that would, and would not, respectively, be included in the gross estate of the Grantor's spouse or another beneficiary for federal estate tax purposes if such beneficiary died inmaediately prior to the division or portions that for federal generation-skipping transfer tax purposes either have inclusion ratios of zero or one, or different transferors. (j) The Trustee is authorized to administer, interpret, or if need be, amend the provisions of any trust created hereunder to qualify as a "qualified subchapter S trust" as that term is used in the Internal Revenue Code, if and to the extent S corporation stock is made an asset of such trust or separate share of trust. This provision shall not be interpreted to apply to nor shall any amendment to trust be made under this provision which would cause the loss of the marital deduction available for any marital trust created by this Agreement. Itea NINB Perpetuities Clause In any event all trusts shall tenainate twenty-ane ( years after the death of the last survivor of the beneficiaries of the Trust as shall be living at the time of Grantor's death, and thereupon, property held in trust shall be distributed •ta the then income beneficiaries in accordance with their respective interests. Itesi TEN simultaneous Death I f not otherwise provided for specifically in this Agreement, if Grantor and Grantor's spouse die under circumstances where the order of deaths cannot be determined, then for purposes of this Agreement, Grantor's spouse shall be deemed to have survived Grantor. Itea $~EVSN Trust Situs This Declaration creates a Florida trust, and all matters pertaining to the validity, construction and application of this Declaration or to the administration created by it shall be governed by Florida law. ~ f Itest TWELVE Definitions (a) "Grantor's spouse" refers to FRANK J. DiPR;IMA. However, if Grantor's spouse is divorced from Grantor or separated under a written agreement or decree of Court, he will be treated as if he predeceased Grantor. (b) "Issue" of a person means all the lineal descendants of that person of all generations, and includes persons adopted while under the age of twenty-one years and the issue of such adopted persons, but does not include persons adopted while at or over the age of twenty-one ( years nor the issue of such adopted persons . At the making of this Agreement, Grantor is survived by a son, FRANK J. DiPRIMA JR., and two daughters, MARIA LARRISEY and KAREN GNIEWOZ. (c) "Code" means the Internal Revenue Code of as amended, or any corresponding federal tax statute enacted after the date of this declaration. A reference to a specific section of the Code refers not only to that section but also to any corresponding provision of any federal tax statute enacted after the date of this declaration, as in effect on the date of application. (d) "Transfer taxes" means all applicable federal estate taxes (except additional estate taxes imposed under Section 2032A of the Code), state estate or inheritance tax, and generation-skipping transfer taxes imposed on any "direct skip" (as defined in Chapter of the Code) other than a direct skip from a trust, and any interest and penalties thereon. The term does not include federal or state gift taxes, generation-skipping transfer taxes imposed on taxable terminations, taxable distributions or on any direct skip from a trust ( as defined in Chapter of the Code) , income taxes, real estate transfer taxes, or any tax or duty imposed by a foreign country or political subdivision thereof. (e) Use of any gender in this declaration includes the masculine, feminine and neuter genders, as appropriate. Use of the singular number includes the plural and vice versa unless the context clearly requires otherwise. (f ) In applying any provision of this declaration which refers to a person's issue, "per stirpes," the children o.f that person are the heads of their respective stocks of issue, whether or not any child is then living. (g) "Personal Representative" means the executor or administrator of a decedent's estate and shall include all persons serving in such capacity from time to time. (h) Use of the verb "shall" in this declaration indicates a mandatory direction, and use of the verb "may" indicates authorization to take action. (i) Captions, headings and sub-headings, as used herein, are for convenience only and have no legal or diapositive effect. Ites~ TSIRT88N Trustee's Acceptance The Trustee acknowledges receipt of the property set forth on the attached schedule, accepts the trust hereby created and covenants that it will faithfully discharge all duties of its office as Trustee. IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year first above written. MARTHA F. DiPRIMA, Grantor and Trustee 1 . ~ / ~ c'~ (Witness (Witness) ~ (W ness) STATE OF FLORIDA COUNTY OF INDIAN RIVER We, the undersigned Grantor and witnesses, respectively, whose names are signed to the foregoing instrument, having been sworn, signed and declared to the undersigned officer that the Grantor in the presence of the witnesses signed the instrument as her Revocable Living Trust, that she signed, and that each of the witnesses, in the presence of the Grantor and in the presence of each other, signed the Agreement as a witness. ~n , Grantor / (Witness ' ~.y~ (Witness) j (Witness) Subscribed and sworn to before me by MARTHA F. DiPRIMA, the Grantor and Trustee, personally known to me or who produced ~ as c~.,..~..+ . identification, and by c~~E' c~ L ~l 1 c~ rL' Y1 I - ~O p ~ and ~ t - ~ ~ r , the witnesses, personally known to me, on the 23+day of , . ~ (Signature) Notary4 Pub~c ~ aaa« ~w / aTtr11EM COMMEILY N~qr„ Puw+c, Syta at iiorie~ My Commission EX e8: M,r con~m agru hb 18A4 ~ r- G . No. M751327 r 1 ' r SCH$DULB l~l Date Ites i Description • I SCHEDULE "B" TO THE MARTHA F. DiPRIMA TRUST AGREEMENT DATED DAY OF , 9 3 Distribution of Trust on Death of Grantor Item I Tangible Personal Property If and to the extent Grantor's trust estate includes items of tangible personal property, then in that event Grantor's Successor Trustee shall distribute those items of tangible personal property to the individuals called for in a separate writing signed and dated by Grantor, attached hereto and made a part hereof. If Grantor has not provided a separate writing, or to the extent the separate writing does not dispose of all of the tangible personal property made a part of the trust estate, then in that event Grantor's Successor Trustee shall distribute those items of tangible personal property to Grantor's spouse, FRANR J. DiPRIMA, if Grantor's spouse survives Grantor, and should Grantor's spouse fail to survive Grantor, all tangible personal property shall be distributed outright in equal shares to Grantor's then surviving children as they shall mutually agree, and if they are unable to mutually agree as to the distribution, Grantor's Successor Trustee shall liquidate the tangible personal property and add it to the residuary of the trust estate to be distributed as provided for below. All cost of collecting, insuring and distributing such tangible personal property shall be paid by Grantor's Trustee as an administrative expense. Item II Distribution A. Distribution of Trust Fund Assets on Grantor's Death. On Grantor's death Trustee shall divide the trust fund as followss Trustee shall, as soon as convenient, set aside as the "Generation-Skipping Transfer Tax Exempt Trust" (hereafter referred to, for convenience, as the "GST Exempt Trust"), so much of the property in the trust fund as has a value which equals the maximum amount then available to Grantor's estate as a GST Exemption under Section 2631(a) of the Code. However, if Grantor's spouse survives her, the value of the GST Exempt Trust shall be reduced by the value of any GST Exemption allocated to the Exempt Residuary Trust (hereafter created) by the Personal Representative of Grantor's estate. Trustee shall not adjust the relative values of any trust or the beneficiaries thereof on account of any such allocation. Grantor anticipates that her Personal Representative will allocate a portion (or all) of her GST exemption to the GST Exempt Trust and that Grantor's Personal Representative will make an election under Section 2652(x)(3) of the Code with respect to it. Trustee shall distribute the GST Exempt Trust according to the provisions of paragraph 8 of this Item II. If Grantor's spouse survives her, Trustee shall set aside as the Marital Share so much of the property in the trust fund not set aside as the GST Exempt Trust as has a value which, when added to the value of any other property with respect to which a marital deduction is allowed in computing the federal estate tax on Grantor's estate (including the GST Exempt Trust), equals the value of Grantor's gross estate for federal estate tax purposes, reduced by the aggregate amount of the deductions allowed by Sections and of the Code, or any corresponding provisions of future law, and further reduced by the maximum amount which Grantor's taxable estate for federal estate tax purposes could be without incurring any federal estate tax liability, taking into account all credits against such tax available to Grantor's estate except to the extent that the use of any such credit other than the unified credit would increase state death taxes. Trustee shall distribute the Marital Share outright and free of trust to Grantor's spouse. The remainder of the trust fund not set aside as the GST Exempt Trust and/or the Marital Share shall be set aside as the "Residuary Trust". The Trustee shall divide the Residuary Trust as8ets into separate portions, if necessary, so that one portion (hereafter referred to, for convenience, as the "Exempt Residuary Trust") will have an inclusion ratio (as defined in Section of the Code) of zero and the other portion (hereafter referred to, for convenience, as the "Non-Exempt Residuary Trust") will have an inclusion ratio of one Grantor anticipates that her Personal Representative will allocate a portion of her GST exemption to the Exempt Residuary Trust in the event that Grantor's spouse survives her. Trustee shall distribute the Exempt Residuary Trust and the Non-Exempt Residuary Trust (hereafter referred to, for convenience, as the "Residuary Trusts") as separate trusts according to the provisions of paragraph C of this Item II. ) Prior to setting aside the GST Exempt Trust, the Marital Share (if applicable) and the Residuary Trusts, Trustee may, in its sole discretion, distribute the net income of the trust fund to Grantor's spouse, if he survives Grantor, in such amounts as it deems appropriate, but if he does not survive Grantor, then to the income beneficiaries of the Residuary Trusts in such amounts as it deems appropriate. If Grantor's spouse survives Grantor, when setting aside the GST Exempt Trust and the Marital Share, Trustee shall ~ ~ select from the property in the trust fund, including cash, that which will qualify for the marital deduction under the federal estate tax law. In addition, whether or not Grantor's spouse survives Grantor, Trustee shall allocate property to the GST Exempt Trust and, if applicable, the Marital Share at the federal estate tax value finally assigned to it, whether or not any of such property may have fluctuated in market value at the time of such allocation. Trustee shall, at the time of such allocation, take into account any appreciation or depreciation in the value of any property then available for such allocation, in relation to the federal estate tax value finally assigned to it, so that the assets so selected are fairly representative of any such appreciation or depreciation in the value of the property then available for allocation to the GST Exempt Trust and/or the Marital Share. Notwithstanding the foregoing, Trustee shall not allocate to the GST Exempt Trust or the Marital Share, to the extent there is sufficient other property, any asset which would constitute income in respect of a decedent for federal income tax purposes, or any asset which would produce for Grantor's estate a credit for foreign death taxes. Trustee shall allocate to the Marital Share all United States Treasury Bonds redeemable at par in payment of federal estate taxes. B. GST Exempt Trust. During Grantor's lifetime, if Grantor's spouse survives Grantor. Commencing with the Grantor's date of death, Trustee shall distribute the net income of the GST Exempt Trust to Grantor's spouse, at least annually for life. In addition, Trustee may, from time to time, distribute so much, or all, of the principal to Grantor's spouse, as Trustee deems appropriate to provide for his health, maintenance, education and support. Trustee may, but need not, take into account other sources of funds available to Grantor's spouse. Notwithstanding any provisions of this trust agreement to the contrary, if so instructed by Grantor's spouse, Trustee shall make productive or convert into income-producing property any nonincome-producing property or underproductive property held in the GST Exempt Trust. Grantor intends the GST Exempt Trust to qualify for the marital deduction for the purposes of determining the transfer taxes on her estate, and Trustee shall not exercise any power or discretion conferred upon it in any manner which would prevent Grantor's spouse from receiving all the income of the GST Exempt Trust or which would otherwise cause the GST Exempt Trust to be ineligible for such deduction. Special Power of Appointment. On the Death of the Survivor of Grantor and Grantor's spouse. On the death of the • survivor of Grantor and Grantor's spouse, Trustee shall, if Grantor's spouse survives Grantor, distribute the principal, free from this trust, to such of Grantor's issue, in such manner and amounts, and on such terms, whether in trust or otherwise, as Grantor's spouse effectively appoints by specific reference hereto in the last written instrument which he executes and delivers to Trustee during his lifetime, or, failing any such instrument, in his Will. On the death of the survivor of Grantor's spouse and Grantor, Trustee shall divide the balance of the principal of the GST Exempt Trust, to the extent not effectively appointed, into shares for Grantor's then living issue, per stirpes, and administer and distribute such shares according to the provisions of paragraph B(3) of this Item II. Shares for Issue. Trustee shall hold each share of the GST Exempt Trust set aside for an issue of Grantor, referred to hereafter in this Subsection B(3) as the "beneficiary". Trustee may, from time to time, distribute so much, or all, of the net income and principal to the beneficiary and his or her issue as appropriate to provide for their health, maintenance, education and support. Provided further the corporate or other independent trustee (not an individual trustee /beneficiary) may also distribute to any beneficiary from the trust a portion of the principal of the trust to enable such beneficiary to marry, enter into a trade, profession or business, to purchase a home or for similar purposes, if Trustee deems such distribution to be in the best interest of such beneficiary. Trustee may, but need not, take into account other sources of funds available to them. Trustee shall accumulate any net income not so distributed and add it to principal, to be disposed of as a part of it. No such distribution of net income or principal shall be deemed to be an advancement. special Power of Appointment. On the death of a beneficiary, Trustee shall distribute so much of the beneficiary's share as is then held hereunder, free from this trust, to such of Grantor's issue (other than the beneficiary), in such manner and amounts, and on such terms, whether in trust or otherwise, as effectively appointed by specific reference hereto in the last written instrument which the beneficiary executes and delivers to Trustee during lifetime, or, failing any such instrument, ~n the beneficiary's Will. On the death of the beneficiary, Trustee shall divide the balance of the beneficiary's share, to the extent not effectively appointed, into further shares for his or her then living issue, per stirpes, but if no such issue is then living, then for the then living issue, per stirpes, of the closest ascendant of the beneficiary who was an issue of Grantor and who • has then living issue, but if no such issue is then living, then for Grantor's then living issue, per stirpes. Trustee shall hold such shares in further trust under the provisions of this paragraph B(3). However, any share set aside for an issue of Grantor for whose benefit a share of the GST Exempt Trust is then held in trust under the provisions of this paragraph B(3) shall instead be distributed to the Trustee of such share, to be added to its principal and disposed of as a part of it. C. Residuary Trusts. During Grantor's Spouse's Lifetime. So long as Grantor's spouse is living, Trustee may, from time to time, distribute so much, or all, of the net income and principal of the residuary trusts to Grantor's spouse as appropriate to provide for her health, maintenance, education and support. Trustee may, but need not, take into account other sources of funds available to her. No such distribution of net income or principal shall be made from the residuary trust to Grantor's spouse when a distribution could be made from the GST Exempt Trust or to or for Grantor's spouse from the Exempt Residuary Trust if such a distribution could be made from the Non-Exempt Residuary Trust. Trustee shall accumulate any net income not so distributed and add it to principal, to be disposed of as a part of it. No such distribution of net income or principal shall be deemed to be an advancement. On the Death of the Survivor of Grantor and Grantor's Spouse. On the death of Grantor's spouse, if Grantor's spouse survived Grantor, Trustee shall distribute the principal, free from this trust, to such of Grantor's issue, in such manner and amounts, and on such tenas, whether in trust or otherwise, as Grantor's spouse effectively appoints by specific reference hereto in the last written instrument which he executes and delivers to Trustee during Grantor's spouse's lifetime, or, failing any such instrument, in Grantor's spouse's Will. On the death of the survivor of Grantor and Grantor's spouse, Trustee shall distribute the principal of the Exempt Residuary Trust, to the extent not effectively appointed, to the Trustee of the GST Exempt Trust, or if such trust is not then in existence, Trustee shall set aside the same as the GST Exempt Trust and administer and distribute it according to the provisions of paragraph B of this Item II. On the death of the survivor of Grantor and Grantor's spouse, Trustee shall divide the principal of the Non- Exempt Residuary Trust, to the extent not effectively appointed, into such number of equal shares as is necessary to set aside one such share for each then living child of Grantor and one such share for each then deceased child of Grantor who is represented by then living issue and shall administer and distribute such shares • ~ according to the provisions of paragraph C ) and C ) of this Item II. Shares Held for Children. Trustee shall hold each living child's share in further trust and, until the child attains age forty distribute to the child so much of the net income and/or principal as Trustee deems appropriate to provide for the health, maintenance, education and support of the child. Trustee may, but need not, take into account other sources of funds which might be available to the child. Trustee shall accumulate any net income not so distributed and add it to principal, to be disposed of as a part of it. After the child has attained age forty ( , Trustee shall distribute so much of the remaining principal and undistributed income of the child's share of the Non-Exempt Residuary Trust outright and free of trust to said child. I f a child should predecease the distribution of his entire share of the Non-Exempt Residuary Trust, Trustee shall distribute so much of the share as is then held hereunder free from this trust to such of the child's issue or the child's creditors in such manner and amounts and on such terms, whether in trust or otherwise, as effectively appointed by specific reference hereto in the last written instrument which the child executes and delivers to Trustee during lifetime, or failing any instrument in the child's will. On the death of the child, Trustee shall distribute the balance of the share, to the extent not effectively appointed, to the child's then living issue, per stirpes, but if no issue is then living, then to Grantor's then living issue, per stirpes. However, any assets distributable to an issue of Grantor to which a child's GST Exemption is allocated upon death shall instead be distributed to the Trustee of the GST Exempt Trust to be held for such issue and administered and distributed according to the provisions of paragraph B(3) of this Section, and any assets distributable to a child of Grantor for whose benefit a share of the Non-Exempt Residuary Trust is then held in trust under the provisions of this paragraph C(3) shall instead be distributed to the Trustee of such share, to be added to its principal and disposed of as a part of it. Shares for Remote Issue. Trustee shall distribute each share set aside (at the time previously provided for dividing the Non-Exempt Residuary Trust into shares) for the then living issue of a deceased child to such issue, per stirpes, free from trust. D. Failure of Beneficiaries. If at any time Trustee holds any portion of the principal of any trust not disposed of _ • ~ - effectively under the previous provisions, then at such time Trustee shall distribute such principal, free from trust, to such then living person or persons as are then determined to be Grantor's distributees by the application of the intestacy laws of the State of Florida governing the distribution of intestate personal property then in effect, as though Grantor had died at that particular time, intestate, a resident of the State of Florida and owning such property then so distributable. E. Perpetuities Savings Clause. Notwithstanding the foregoing, unless sooner terminated in the manner previously provided, each trust created hereunder shall end immediately prior to the expiration of twenty-one years after the death of the last survivor of Grantor, Grantor's spouse and Grantor's issue living at the date of Grantor's death, and thereupon Trustee shall distribute the principal, free from trust, to the beneficiary for whom the trust was set aside, or, if there is more than one such beneficiary, in such proportions as Trustee deems equitable. F. Death of a Beneficiary f other than Grantor) . On the death of the beneficiary of any trust created hereunder (other than Grantor), if the principal of such trust is included in the estate of the beneficiary for transfer tax purposes, Trustee shall distribute from such trust to the Personal Representative of the beneficiary's estate, ( i ) United States Treasury Bonds held therein and redeemable at par in payment of any transfer tax assessed against the beneficiary's estate, but only to the extent such tax exceeds the total par value of such bonds held by the Personal Representative of the beneficiary's estate, and (ii) an amount equal to the sum of all additional transfer taxes and coats of administration payable by such Personal Representative as a result of the inclusion of the trust in the beneficiary's estate (taking into account the distribution under (i) above). Certification of such Personal Representative as to the amount of such additional taxes and costs will be determinative for all purposes. G. Generation-Skipping Tax. Trustee shall pay any tax imposed under Chapter of the Code as a result of a taxable termination attributable to any trust created hereunder from the principal of such trust, charging such payments ratably against the property in respect of which such termination occurred. Item III Spendthrift Provision A beneficiary may not alienate or in any other manner assign or transfer his or her interest in any trust hereunder, and no one (including a spouse or former spouse) may attach or otherwise reach the interest of any beneficiary hereunder to satisfy a claim against that beneficiary, whether the claim is legal or equitable ~ ~ in origin. This provisions of this paragraph shall not limit or otherwise affect any power of appointment conferred upon a beneficiary or the right of a beneficiary to disclaim or release any interest created hereunder. Item IV Minor or Other Incapacity Whenever the Trustee is directed to distribute any trust property in fee simple to a person who is then under forty ( ) years of age, or in Trustee's opinion is unable to manage funds due to illness or infirmity, the Trustee shall be authorized to hold such property in trust for such perBOn until he or she becomes forty years of age, or the termination of his or her incapacity (as the case may be), and in the meantime shall use such part of the income and principal of the trust as the Trustee may deem necessary to provide for the health, support, maintenance and education of the beneficiary, and any property not so distributed or applied may be held in a separate trust for the benefit of such beneficiary. If such person should die before complete distribution of their trust share, the property then remaining in the trust shall be distributed to the beneficiary's estate. Notwithstanding the foregoing, income (i;ncluding income attributable to property held pursuant to this Item) which is required to be distributed to a beneficiary in order to qualify a trust hereunder for the marital deduction under of the Code, or for any other tax deduction, exemption or credit, shall be distributed to such beneficiary or any guardian of such beneficiary's property if requested in writing by any such beneficiary or guardian. • n FIRST AMENDMENT TO THE MARTHA F. DIPRIMA TRUST DATED 23rd Day of SEPTEMBER, This Agreement made this day of ~ , by MARTHA F. DIPRIMA of the City of Vero Beach, Indian River County, Florida, as Grantor and the same MARTHA F. DIPRIMA, as Trustee. WHEREAS, on the 23rd day of September, MARTHA F. DIPRIMA, as Grantor, executed a certain trust agreement with the same MARTHA F. DIPRIMA as Trustee, designated as the "MARTHA F. DIPRIMA TRUST DATED 23RD DAY OF SEPTEMBER, wherein the Grantor reserved, pursuant to Item TWO thereof, the right at any time or times to amend or revoke the trust agreement in whole or in part by instrument in writing and delivered to the Trustee; and WHEREAS, Grantor now desires to amend said Trust Agreement, NOW THEREFORE Grantor hereby amends said T:ruet Agreement ae follows: By deleting SCHEDULE B. " Distribution of Trust on Death of Grantor , of said trust in its entirety and inserting a new SCHEDULE B." to read as follows: " SCHEDULE "B" TO THE MARTHA F. DIPRIMA TRUST AGREEMENT DATED 23rd Day of September, Distribution of Trust on Death of Grantor Item I Tangible Personal Property If and to the extent Grantor's trust estate includes items of tangible personal property, then in that event Grantor's Successor Trustee shall distribute those items of tangible personal property to the individuals called for in a separate writing signed a-nd dated by Grantor, attached hereto and made a part hereof. If Grantor has not provided a separate writing, ar to the extent the separate writing does not dispose of all of the tangible personal property made a part of the trust estate, then in that event Grantor's Successor Trustee shall distribute those items of tangible personal property outright to Grantor''s Spouse FRANR J. DIPRIMA if he survives Grantor, and if he fails to so survive Grantor, then to Grantor's then surviving children in approximately equal shares as they agree. All cost of collecting, insuring and distributing such tangible personal property shall be paid by Grantor's Trustee as an administrative expense. Item II Specific Bequests A. If and to the extent Grantor's trust estate includes an interest in club memberships for the benefit of Grantor, Grantor' s Trustee shall distribute such interest in club memberships to Grantor's spouse if he survives Grantor. B. If and to the extent real property constituting the principal residence of the Grantor is made a part of the Trust estate, whether added to the Trust during Grantor's life or at death by Will or otherwise, Grantor's Trustee shall distribute such real property to Grantor's Spouse, if he survives Grantor, outright and 2 free of trust, together with all policies of insurance on said property. If Grantor's Spouse fails to survive Grantor, this gift shall lapse and the real property shall be added to the residuary of the Trust estate to be distributed thereunder. Item III Pecuniary Credit Shelter Trust A. Upon the Grantor's death, if the Grantor's spouse survives the Grantor, Grantor's Trustee shall set aside, to be held ae a credit shelter trust, a sum equal to the largest amount, if any, which can pass f ree of f ederal estate tax by reason of the unified credit available to Grantor's estate under federal estate tax law and state death tax credit available to Grantor's estate (but only to the extent the latter credit does not require increase in the estate death taxes payable for reasons of Grantor.'s death, but no other credit after taking into account: Any charges to principal that are not deducted in computing Gr~ntor'e federal estate tax; and 2 . Any specific bequest or gift passing under this Agreement or outside of this Agreement which does not qualify for the marital or charitable deductions in Grantor's estate; and The amount of any taxable gifts made by Grantor during Grantor's life; the amount so determined by this Item III is to be held, administered and distributed as provided for in paragraph B of this Item III. 3 For the purposes of establishing the sum hereby given in trust, the values finally fixed in the federal estate tax proceeding relating to Grantor's estate shall be used. Any assets distributed in kind in satisfaction of this legacy shall be distributed at their values on the date or dates of distribution. B. Distribution from Pecuniary Credit Shelter Trust. The credit shelter trust shall be held by the trustee in accordance with the following provisions: distributions to Spouse. Grantor's trustee shall distribute to or apply for the benefit of Grantor's spouse all of the net income from the credit shelter trust in convenient installments but not lees frequently than quarterly. Grantor's trustee may also distribute so much of the principal as needed for his health, maintenance, education and support. Trustee may but need not take into account other sources of funds available to Grantor's spouse. Distribution on Death of Spouse. Upon the death of Grantor's spouse Grantor's trustee shall distribute the remaining trust principal, if any, pursuant to Item V below. Item IV Marital Trust A. All the rest, residue and remainder of the trust estate, if Grantor's spouse survives Grantor as provided for above, shall be 4 set aside as the "Marital Trust" to be held, administered and distributed as follows: B. In funding this amount, the Trustee shall select and allocate the cash, securities, and other property, including real estate and interest therein, which shall constitute this Trust, employing for the purposes values current at the time or times of allocation. Grantor's Trustee shall only allocate to the Marital Trust assets which will qualify for the marital deduction for :Federal estate tax purposes. To the extent there is sufficient other property, Grantor's Trustee shall not allocate to the Marital Trust any asset which would constitute income in respect to the decedent for federal income tax purposes, or any asset which would produce a credit for foreign death tax purposes in Grantor's estate. C. Distributions to Spouse. Commencing with Grantor's death, the Trustee shall pay the net income from this trust in convenient installments, at least quarterly, to Grantor's spouse during Grantor's spouse's lifetime. Grantor's trustee may also distribute so much of the principal as needed for his health, maintenance, education and support. Notwithstanding any provisions of this Agreement to the contrary, if so instructed by Grantor's spouse, Trustee shall make productive or convert into income producing property any non-income-producing property or underproductive property held in the Marital Trust. 5 Grantor intends the Marital Trust to qualify for the marital deduction for the purposes of determining transfer taxes on his estate, and Trustee shall not exercise any power or discretion conferred upon it in any manner which would prevent Grantor's spouse from receiving all of the income of the Marital Trust or which would otherwise cause the Marital Trust to be ineligible for such deduction. D. Disclaimer Provision. Grantor's spouse or Grantor's spouse's personal representative shall have the right to make a qualified disclaimer of any interest, in whole or in part, of the gift made under the provisions of this Item IV. In the event Grantor's spouse or Grantor's spouse's personal representative shall make a qualified disclaimer within the meaning of the Gode, the disclaimed interest shall be held and distributed in accordance with the provisions of Item III above, without prejudice to Grantor's spouse's interest under Item III above. E. Distribution of Marital Trust on Death of Grantor's SBouse. Notwithstanding any other provisions of this Agreement, all income of the Marital Trust accrued and undistributed at the death of Grantor's spouse shall be paid to Grantor's spouse's estate. Grantor's Trustee shall dispose of the then remaining principal as follows: 6 (a) Pay to the Personal Representative(s) of Grantor's Spouse's Estate, out of the principal of the trust, an amount equal to the estate, inheritance, transfer, succession, or other death taxes ("death taxes"), federal, state and other, payable by reason of the inclusion of part or all of the trust property in Grantor's Spouse's estate. Such payment shall be equal to the amount by which the total of such death taxes paid by said Spouse's estate exceeds the total of ouch death taxes which would have been payable if such part or all of the trust property had not been included in said Spouse's estate. The determination by Grantor's Spouse's Personal Representative of the amount payable hereunder shall be final; Grantor directs Trustee to pay such amount promptly upon written request of said Personal Representative(s). The final determination of the amount due hereunder shall be based upon the values as finally determined for federal estate tax purposes in Grantor's Spouse's estate. After payment of the amount finally determined to be due hereunder, Grantor's Trustee shall be discharged from any further liability with respect to such payment. Grantor's Spouse may waive the Spouse's estate's right to payment under this subparagraph by a will, executed after- Grantor's death, in which said Spouse specifically refers to the right to payment hereby given to his estate. (b) To pay the principal, if any, remaining at Grantor's Spouse's death and after the payment required by subparagraph (a) has been made, as provided for in Item V below. 7 Item V Distribution of Residuary Trust Estate on Death of Grantor's Spouse or on Grantor's Death if Spouse Fails to Survive Grantor. On Grantor's spouse's death or Grantor's death if her spouse fails to survive her, Grantor's Trustee shall hold and dispose of the rest, residue and remainder of the trust estate, including amounts added thereto by disclaimer or otherwise, in equal shares, per stirpes, outright and free of trust except as provided for a minor of incapacitated beneficiary below, to Grantor's children ; FRANK J. DIPRIMA JR., MARTA LARRISEY and KAREN GNIEWOZ. Item VI Spendthrift Provision A beneficiary may not alienate nor in any other manner assign or transfer his or her interest in any trust hereunder, and no one (including a spouse or former spouse ) may attach ar otherwise reach the interest of any beneficiary hereunder to satisfy a claim against that beneficiary, whether the claim is legal or equitable in origin. This provisions of this paragraph shall not limit or otherwise affect any power of appointment conferred upon a beneficiary or the right of a beneficiary to disclaim or release any interest created hereunder. 8 Item VII Distributions Held in Trust for a Minor or incapacitated Beneficiary. Whenever the Trustee is directed to distribute any trust property in fee simple to a person who is then under twenty-one years of age, or who in trustee's opinion is physically or mentally unable to manage their affairs, the Trustee shall be authorized to hold such property in trust for such person until he or she becomes twenty-one years of age, or until they have regained their capacity to manage their affairs, and in the meantime shall use such part of the income and principal of the trust as the Trustee may deem necessary to provide for the health, support and education of such person. If such person should die before receiving their share of the trust estate, the property then remaining in the trust shall be distributed to the personal representative of such person's estate. " In all other respects, Grantor confirms the 'Trust Agreement as amended by this First Amendment, consisting of .eleven pages, reserving the right further to amend or revoke the same and this amendment thereto. Executed as of the date first written above. GRANTOR • MARTHA F. DIPRIMA 9 This instrument was signed, sealed, published, and declared by MARTHA F. DIPRIMA ae her First Amendment to Trust Agreement in our joint presence, and at her request we have signed our names as attesting witnesses, in her presence and in the presence of each other on the date first written above. . ~ of ~ ~C, itJ Witness y Print ~ ~ A of o?~~o ,aN cced . tnes 0 t - L 6 0 Print L~9~Do~tJ Signed in the presence of: TRUSTEE ~ ~Q ' W tnese MARTHA F. DIPRIMA Pr' G nes Print ~ ~~~'v ~ STATE OF FLORIDA COUNTY OF INDIAN RIVER We , MARTHA F . I P MA, ~ ``~6~L. ~ and G-. ~ Zr~~vv , the Grantor and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, having been sworn, declared to the undersigned officer that the Grantor, in the presence of the witnesses, signed the instrument as her First Amendment to Trust Agreement, that she signed, and that each of the witnesses, in the presence of the Grantor and in the presence of each other, signed the First Amendment to Trust Agreement as a witness. MARTHA F. DIPRIMA 'tness itne The foregoing instrument was acknowledged,, subscribed, and sworn to before me by the Grantor, MARTHA F.. DIPRIMA, who is personally known to me, and by ~ , who is personally known to me, and raonally known to me, the witnesses, on the -day of , (Signatu r°~~r pG~<~ Notary Public ( Print car«~uwN p~ r CC3434~~ My Concession Expires : ~F s'~~~ . SECOND AMENDMENT TO THE MARTHA F. DIPRIMA TRUST This is the Second Amendment to the Martha F. Diprima Trust dated 23rd Day of September, previously amended on January (the "Trust"), by MARTHA F. DIPRIMA, as Grantor and as Trustee (referred to in this amendment, including any successor Trustee or Co-Trustee, as the "Trustee"). This amendment is dated and will be effective as of October f~, In accordance with the right of amendment Grantor reserved in Item TWO of the Trust, Grantor hereby amends the Trust as follows: By deleting paragraph (a) of Item THREE of the Trust and replacing it with the following paragraph (a): (a) Income to Grantor Durin¢_ Life: During the Grantor's lifetime, the Trustee shall pay all of the net income of the trust currently to the Grantor or as the Grantor otherwise directs and the Trustee shall, from time to time, upon direction by the Grantor, pay any part or all of the principal to the Grantor or as the Grantor otherwise directs. If Grantor is unable to manage her affairs, the Trustee may make gifts to the Grantor's children as Trustee considers advisable for tax planning purposes; but the total gifts to any donee during any calendar year shall not exceed the largest amount which then qualifies for the annual per donee exclusion allowed for federal gift tax purposes under Section of the Internal Revenue Code, considering the split gift election, if applicable. The Trustee shall further have the right, in the event that the Grantor is unable to manage her affairs, to make such charitable gifts as she had been in the habit of making and may make such other charitable gifts that the Trustee believes the Grantor would have made were she able. Any such gift, whether charitable or otherwise provided for in this paragraph, shall be deemed to have been transferred to the Grantor, in her individual name and then given in accordance with the terms and provisions of this instrument. Upon the death of the Grantor, any accrued but unpaid .income of the trust shall be added to the residuary trust estate to be distributed to the beneficiaries thereof. 1 By deleting pazagraph (a) of Item SEVEN of the Trust and replacing it with the following pazagraph (a): (a) Upon Grantor's death, disability, resignation, or inability to continue to serve as Trustee, Grantor hereby nominates and appoints FRANK J. DIPRIMA, as Successor Trustee. If FRANK J. DIPRIMA is unable or unwilling to serve or having served is unable to continue to serve, Grantor nominates and appoints FIRST UNION NATIONAL BANK ,and her son, FRANK J. DIPRIMA JR., as Successor Co-Trustees. If FRANK J. DIPRIMA JR. is unable or unwilling to serve or having served is unable to continue to serve, FIRST UNION NATIONAL BANK shall serve as sole Successor 'trustee. Whenever FIRST UNION NATIONAL BANK is named herein it shall be deemed to include any bank or trust company in which FIRST UNION NATIONAL BANK may hereinafter be merged or consolidated. By deleting pazagraph (e) of Item SEVEN of the Trust and replacing it with the following pazagraph (e): (e) Trustee succession. Upon Grantor's death, if and to the extent the efficient administration of this Trust or any trust established hereunder would be better served by the removal and replacement of a corporate trustee by another carporate trustee, such decision shall be made and corporate trustee selected by a committee consisting of JOSEPH HUSSEY of Havertown, Pennsylvania, EDWARD DAVID of Springfield, Pennsylvania, and FRANK MEO of Springfield, Pennsylvania. Provided that all decisions shall be made by a majority vote, and that at all times at least two of the members of the committee are independent parties who are not beneficiaries of nor related to the Grantor nor subordinate to or related to a beneficiary of the Trust under this Agreement. If a vacancy occurs in the committee, the remaining two members shall select a successor committee member. The removal and replacement of the corporate trustee shall be accomplished by the delivering of a notice to the then serving trustee anti to the newly appointed corporate trustee, and the then ;serving corporate trustee shall have sixty days in which to deliver the assets to the succeeding corporate trustee. It is Grantor's intent and direction that the members of the committee consider the purposes for which this trust agreement, or any trust created . hereunder, is established, including, but not limited to, the desirablility that the Trust, or any trust created hereunder, be administered by a fiduciary conveniently located to a 2 ~ 1 beneficiary of a trust so as to improve communications between the trustee and beneficiary and improve attention by the trustee to the needs of the beneficiary. Provided further, this provision shall not apply to any trustee holding discretionary powers of invasion of the corpus or income of the trust but rather shall apply only to those trustees whose powers are limited by "ascertainable standards" as set out in this trust agreement and so interpreted under the Internal Revenue Code and Regulations thereof. Any amendment to this Trust broadening the powers originally drafted or any appointment of an impermissible committee member as defined above will make this provision ineffective. By amending paragraph (j) of Item SEVEN of the 'Crust by deleting "PNC TR>:JST COMPANY OF FLORIDA, N.A." and replacing it with "FIRST UNION NATIONAL BANK By amending paragraph (b) of Item TWELVE of the Trust by deleting reference to "KAREN GNIEWOZ" and replacing it with "K:AREN S. DIPRIMA," to reflect a change in her name. By deleting Item V of of Schedule "B" to the Trust and replacing it with the following Item V: Distribution of Residuary Trust Estate on Death of Grantor's Spouse or on Grantor's Death if S,uouse Fails to Survive r r. On Grantor's spouse's death or Grantor's death if her spouse fails to survive her, Grantor's Trustee shall hold and dispose of the rest, residue and remainder of the trust estate, including amounts added thereto by disclaimer or otherwise, in equal shares, outright and free of trust to Grantor's then surviving children: FRANK J. DIPRIMA JR., MARTA LARRISEY, and KAREN S. DIPRIMA subject to postponement of possession as provided for an incapacitated beneficiary below. If a child of Grantor does not survive the death of the survivor of Grantor and Grantor's Spouse, their share shall lapse to be distributed to the remaining surviving children of Grantor pro rata. If all of Grantor's children fail to survive, the trust shall be distributed as if Grantor had died intestate owning such assets at the time as provided for by the intestate statues of the State of Florida. 3 In all other respects Grantor ratifies and confirms all of the provisions of the Trust, as previously amended, to the extent not inconsistent with this amendment. Executed as of the date first written above. GRANTOR AND TRUSTEE: MARTHA F. DIPRIMA This instrument was signed, sealed, published, and declared by the Grantor as her Trust Amendment in our joint presence, and at her request we have signed our names as attesting witnesses in her presence and in the presence of each other on the date shown above. Witness Name: A d s ~ a • . I • STATE OF FLOC COUNTY OF ~cJ We, Martha F. Diprima, ' ~ v ,and the Grantor and the witnesses, respectively, whose names are signed to a attached or foregoing instrument, having been sworn, declazed to the undersigned officer that the Grantor, in the presence of the witnesses, signed the instrument as her Trust Amendment, that she signed willingly, and that each of the witnesses, in the presence of the Grantor and in the presence of each other, signed the Trust Amendment as a witness. ~ , b~ MARTHA ,F. DIPRIMA W' ess fitness The foregoing instrument was acknowledged, subscribed, and sworn to before me by a F. Diprima, who is personally kno - to me or who has produced as identification, and by ~ , is two ly known to me or who has produced as identification, and by ~'~,~L,~ ,who is personally known to me or who has produced as identification, the witnesses, ~on October ~ STEPHEN CONNELLY My c~sbN ~ cc m~oe6 Notary P is--S to of Flori i!~ I Sri ~ ~FA~Irf r ~ THIRD AMENDMENT TO THE MARTHA F. DIPRIMA TRUST This is the Third Amendment to the Martha F. Diprima Trust dated, 23rd day of - September, previously amended on January and on October (the "Trust"), by MARTHA F. DIPRIMA, as Grantor and as Trustee (referred to in this Amendment, including any successor Trustee or Co-Trustee, as the "Trustee"). This amendment is dated and will be effective as June This is the Third Amendment acknowledges that Grantor's spouse, Frank S. Diprima, predeceased Grantor on January In accordance with the right of amendment Grantor reserved in Item TWO of the Trust, Grantor hereby amends the Trust as follows: By deleting Paragraph (a) of Item SEVEN of the Trust and replacing it with the following Paragraph (a): (a) Upon Grantor's death, disability, resignation , to inability to continue to serve as Trustee, Grantor hereby nominates and appoints FRANK J. DIPRIMA and KAREN S. DIPRIMA, as Co-Successor Trustees. If either of them is unable or unwilling to serve or having served is unable or unwilling to continue to serve, Grantor nominates and appoints THE PRIVATE TRUST COMPANY, N.A. OF CLEVELAND, OHIO, and either her son, FRANK J. DIPRIMA or daughter, KAREN S. DIPRIMA, as Successor Co-Trustees. If both are unable or unwilling to serve or having served are unable or unwilling to continue to serve, THE PRIVATE TRUST COMPANY, N.A. OF CLEVELAND, OHIO shall serve as sole Successor Trustee. Whenever THE PRIVATE TRUST COMPANY, N.A. OF CLEVELAND, OHIO is nam,ed~-herein it shall be deemed to include any Bank or Trust Company in which THE PRIVATE TRUST COMPANY, N.A. OF CLEVELAND, OHIO may hereinafter be merged or consolidated. At any time THE PRIVATE TRUST COMPANY, N.A. OF CLEVELAND, OHIO is serving as a Trustee under this or any Trust created under this Trust, the provisions in Exhibit "A", attached hereto and made part hereof shall be applicable and supersede any other conflicting provisions in this document. By deleting Paragraph (e) of Item SEVEN of the Trust. By amending Paragraph (j) of Item SEVEN of the Trust by deleting FIRST UNION NATIONAL BANK and replacing it with "THE PRIVATE TRUST COMPANY, N.A. OF CLEVELAND, OHIO". By deleting Item V of Schedule "B" to the Trust and replacing it with the following Item V: Distribution of Residuary Trust Estate on Grantor's Death. On Grantor's death ,Grantor's Trustee shall hold and dispose of the rest, residue and remainder of the Trust estate, including amounts added thereto by disclaimer or otherwise, in equal shares, outright and free of trust to Grantor's then surviving children: FRANK J. DIPRIMA, JR. and KAREN S. DIPRIMA. If one of them does not survive the Grantor by thirty days, their share shall be distributed to their issue, per stirpes. If both of Grantor's surviving children fail to survive her by thirty days, the Trust shall be distributed in accordance with Grantor's Will dated July 1 S, In all other aspects, Grantor ratifies and confirms all of the provisions of the Trust, as previously amended, to the extent not inconsistent with this amendment. Executed as of the date first written above. WITNESS: GRANTOR AND TRUSTEE: MARTHA F. DIPRIlVIA COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF _ ~ P~~2-Z.aA~ On this, the day of r1 ~ , before me, a Notary Public, the undersigned officer, personally appeared Martha F. Diprima, known to me (or satisfactorily proven) to be the person described in the within instrument, and acknowledged that he executed the same in the capacity therein stated and for the purposes therein contained. 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W - t-Iistorical Account Value Page 1 of 2 Genworth Financial . Inforce Contract Details As of GENWORTH LIFE AND Contract Number T06431 ANNUITY INSURANCE CO Contract Owner DIPRIMA, MARTHA F Annuitant Name DIPRIMA, MARTHA F Name Contract Values Account Value as Total Premium Paid as of of Year to Date Count ~ of Trades Income Rider Information Income Rider LIP RIDER WITH OPT DB RIDER Additional Rider Information Standard Death Benefit applies to this contract. Subaccount Information Investment Subaccount Name Units Unit Value Value Percents; AllianceBernstein International Value Portfolio - Class B Shares American Century VP Inflation Protection $ Fund -Class II Columbia Marsico International Opportunities Fund, Variable Series -Class B Eaton Vance VT Floating-Rate Income Fund Federated Kaufmann Fund II -Service Shares Franklin Templeton Mutual Shares Securities Fund -Class 2 Shares Genworth ViT Calamos Growth Fund - I . Service Shares Genworth VIT Columbia Mid Cap Value Fund -Service Shares Genworth VIT Eaton Vance Large Cap I . Value Fund -Service Shares Genworth VIT Enhanced International Index i' Fund -Service Shares Genworth VIT Goldman Sachs Enhanced Core Bond Index Fund -Service Shares Genworth VIT Legg Mason ClearBridge 1 I . Aggressive Growth Fund -Service Shares Genworth VIT PIMCO StocksPLUS Fund - $ https://secure.genworth.com/bigGatewayAgentWeb/secure/gateway/agentHome/historicalAcValue... 'Historical Account Value Page 2 of 2 Service Shares Invesco V.1. International Growth Fund - I . Series II Shares Janus Aspen Series Forty Portfolio -Service l UOS.U54600 Shares . Oppenheimer Global Securities Fund/VA - I . Service Shares Oppenheimer Main Street Fund/VA - Service Shares ` PIMCO High Yield Portfolio - U.27 Administrative Class Shares PIMCO Low Duration Portfolio - Administrative Class Shares PIMCO Total Return Portfolio - l Administrative Class Shares Surrender Charge Year % 1 - 4 5 S .OOU 6 7 - O,OUO Values shown may not reflect deductions or adjustments for applicable taxes, fees, expenses and other charges. actual value realized from any transaction may be higher or lower. Your client's account statement is the only official record of their account. FOR BROKER /DEALER /AGENT USE ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBL O Genworth Financial, Inc. All rights reserved. https://secure.genworth.com/bigGatewayAgentWeb/secure/gateway/agentHome/historicalAcValue... I 0 L,J .I.M MM. i,/ aa-au ,i, rii avva ~ - _ Inland ~tockholdtr Inquiry ~ystein Pale 1 of 1 Stockholder Statamant Jul 2 Irtl~tnd AmQr~cae Name: MARTHA h DI PRIMA TRUSTEE MARTHA ~ DI PRIMA REV LIV TR _ 213b ARBc~t COURT MECHANIt,'SBURO PA I~~ari~ ~~1'l~C;~1 Rt~AI. ESTATE TRUST. INC. IR~T Aocou~t 00001471F8 Tn~s~e Acoovnt p: Broker bsal~r: LPL FINANCIAL ReEfebrrd Rep: JEFFREY M. GOYkTTE SR. (ID sihar. Values: . Stockholder Activity Summery for 01/01/Z010 - 13ab D~scriptlon Amouslc Prioe ~ sharva Talal shags Bepinninp Balance Shams Purchased / Div 1x,341.5662 OZM2/T010 Shsres Purohased / Div Shares Pur+tit~d / Dtv ap.60 Shares Ptx~tessd / Oiv Shams Purchased / piv s9.SO Er~dinp ealawncs S3,Z14.61 . 16,833.ZS16 ''The arrr0unt tllown abae doss not retNct tM ma ket vslus Ot your shares Or oanrnor~ atoolc of Inland AmNb11n Real EsteN Tftrst, Irrc. (ttN 'REIT') Oh arty piree dMS. l!n!N egtiwn rnonfhs s~tsr tfto Isrt O~Utrinp of the REITs atlafM, dto REIT 1frlMfd~ b We Ule alMsrin~ prior oaf Nit ahshs to Ib most rs~nt O~NMtnp, in fhls cam, ss estMntsd vsN~e d a shah of Ib oornmon Nook The REIT k+lsnds b pub/sh •n NtlmNed vakN ~_i.~.~..~r1 the olhr~P?i0s of Ns d~Mt in_ Its asst prirnsry otlerln0, rro INtr thsn OGDOK TTY Nil it Ao watld reaN~DS p/n0eeds flan ~s talc '°'°~'~'~"Oy suoh rnarlost dw *xlst, a that the REf T f''') .Y h~~'~T1~ 1 . ~o.~ i hops:/1www,rogandtrt~n,corn/Inland/ Ktrginvestortic;u v~~y ~w~~a . L.iM.~/sp?yy~ 7x21/2010 REVOCABLE AGREEMENT OF TRUST NOW THIS Day of July, I, Martha F. DiPrima, the Settlor, a,m transferring to Martha F. DiPrima, and Fred Wangwe, as Trustees, the property described in the attached Schedule and I direct the Trustee to hold said property and all other property added to this Trust by me or by others (hereinafter called "Principal"), In Trust, and to distribute the principal and to pay the net income as follows: FIRST: Lifetime Provisions. During my lifetime: (a) To pay the net income to Father Fared Wangwe ("Father Fred") so he may do his good charitable works in the United States and abroad. (b) To pay to me or to Father Fred all or any part of the principal at anytime as often as either Trustee may direct. SE ND: Powers Retained: Right to Amend or Revoke. As Settlor, I shall have the following powers, exercisable whenever and as often as I may wish: (a) To add other property to this Trust upon approval and acceptance by either Trustee. In addition, other persons may add property to this Trust subject to such approval and acceptance. (b) To direct and control the retention, purchase or sale of stocks, bonds, securities and all other assets at any time forming a part of this Trust during my lifetime or until my incapacity. In following such directions, my Trustees shall be without liability to anyone for any act, matter, or thing done or omitted to be done by my Trustees, or from any loss in acting upon or in accordance with my written instructions. (c) To revoke or amend this Agreement of Trust, in whole or in part, at any time or times, by written instrument, other than a Will, lodged with my Trustees; provided that the duties, powers and liabilities of my 'Trustees shall not be substantially increased without my Trustees' unanimous written consent. THIRD: Termination. Upon my death, my Trustees shall make payment of the remaining principal of the Trust to Father Fred. FO RTH: Spendthrift Provision. Until distributed, no gift or beneficial interest shall be subject to anticipation or to voluntary or involuntary alienation. FIFTH: Administrative Powers. My Trustees shall have the following powers in addition to those conferred by law until all property is distributed: (a) To retain any real or personal property in the form in which it is received. (b) To sell at public or private sale for cash and/or credit, to exchange, and to lease for any period of time, any real or personal property and to give options for such sales, exchanges, or leases. (c} To pwchase all forms of property, including but not limited to stocks, bonds, notes and other securities, common trust funds, inswance and real estate, or' any variety of real or personal property, without being confined to so-called legal investments and without regard for. the principle of diversification. (d) To purchase securities at a premium or discount and to charge such premium or credit such discount to principal or income. (e) To exercise any option arising from the ownership of any investment; to join in any recapitalization, merger, reorganization, liquidation, dissolution, consolidation or voting trust plan affecting any investment; to delegate powers with respect thereto; to deposit securities under agreements and pay assessments; to subscribe for stock and bond privileges; and generally to exercise all rights of security holders. (f) To hold property unregistered or in the name of a nominee. (g) To mortgage, divide, alter, repair and improve real property and generally to exercise all rights of real estate ownership. (h) To distribute in cash, in kind, or partly in each, and to cause any share to be composed of cash, property, or undivided fractional shazes in proper. ty different in kind from any other share. s (i) To compromise claims by or against the trust fund, including but not limited to tax issues and disputes, without order of court or consent of any party in interest and without regard for the effect of such compromise on any interest hereunder. (j) To borrow money and to pledge any real or personal property as security for the repayment thereof. (k) Whenever my Trustees determine that the size of any trust does not warrant the cost of continuing it, or that its administration would be impractical for any other reason, to pay the principal to Father Fred. To merge any trust hereunder with. any other trust created by me or by any other person by Will or Deed, if the trusts are for the primary benefit of the same persons, contain substantially similar terms and have identical inclusion ratios for purposes of the Internal Revenue Code. (m) To employ accountants, agents, attorneys, investment counsel, brokers, bank or trust company to perform services for and at the expense of any trust or trusts hereunder for which such services ~~re performed and to carry or register investments in the name of the nominee of such agent, broker, bank or trust company. The expenses and charges for such services shall 1be charged against principal or income or partly against each as my Trustees may determine. My Trustees are expressly relieved of any liability or responsibility whatsoever for any act or failure to act by, or for following the advice of, such accountants, agents, attorneys, investment counsel, brokers, bank or trust company, so long as my Trustees exercise due care in their selection. The fact that a Trustee may be a member, shareholder or employee of any accounting, investment legal or brokerage firm, agent, or bank or trust company so employed shall not be deemed a conflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any manner the amount of or the right of my Trustee to receive commissions as a fiduciary. (n) To invest any part of the principal of~this Trust in, or lend money to, any closely-held business .for any purposes incident thereto, including but not limited to expansion and entry into new fields of business; provided, however, that only assets actually invested in such business shall be liable for the debts incurred in its operation. SIXTH: Administrative Provisions. No Trustee hereunder (except me) shall participate in any decision to pay income or principal to or for the benefit of any individual whom he or she is legally obligated to support, other than to reimburse said, individual for expenses incurred in doing Father Fred's charitable good works. SEVENTH: Definitions. (a) The words "Trustee" and "Custodian" when used in this Agreement of Trust shall include ail genders and the singular and plural as the context may require. (b) Paragraph headings in this Agreement of Trust aze used for reference only and shall not affect the meaning, construction or effect of this Agreement of Trust. (c) All references in this Agreement of Trust to the Internal Revenue Code shall mean the Internal Revenue Code of as amended or reenacted, and all corresponding provisions of any subsequent federal tax laws and regulations thereunder. EI HT Trus (a) I may at any time appoint an individual, and/or a corporation to serve with or succeed any Trustee hereunder. (b) Upon the first of the following events to occur: Such time as I am incapable of serving as Trustee as attested to in writing by my ;personal physician, or My resignation as Trustee; The individual remaining Trustee(s) of any trust hereunder then serving may, but aze not required to unanimously appoint in writing an individual andlor a corporation described to ser. ve with them as co- Trustee. (c) I may remove any Trustee in my sole discretion. (d) If any corporate or individual Tn.~stee is located in a State other than the Commonwealth of Pennsylvania, my Trustees acting unanimously, may, but aze not required to, direct in writing that the silos of the Trust be transferred to the State in which such Trustee is located. Any such transfer of silos shall be effective only if the court then having jurisdiction over the Tnast shall concurrently transfer jurisdiction over the Trust to the appropriate court in said State. In the event of a transfer of silos, all questions subsequently arising pertaining to the construction and administration of the Trust shall be determined in accordance with the laws of the State to which silos and jurisdiction have been transferred. (e) Any Trustee while serving hereunder may resign without court approval by written notice delivered to any co- Trustee. If a Trustee ceases to serve, whether by death or resignation, such Trustee shall be relieved of all liability through the delivery of an informal account to me and to Father Fred and by the signature of a release based on said account by such persons. (f) No Trustee taking office shall be liable in any way for the acts or omissions of any Trustee prior to such Trustee's assumption of office and shall have no duty to review the performance of a Trustee prior to ghat time. (g) Any corporate fiduciary serving hereunder shall receive compensation for its services hereunder in accordance with a fee agreement entered into between it and me during my lifetime, or if there is no such agreement, between it and the individual fiduciaries serving with it, which in no event shall exceed its Schedule of Fees in effect from time to time during the period in which its services are performed. In the absence of such an agreement the corporate fiduciary shall receive compensation in accordance with its Schedule of Fees in effect from time to time during the period in which its services are performed. (h) My Trustee shall not post security in any jurisdiction. NINT Situs; Applicable Law. This Trust has been accepted by my Trustee in the Commonwealth of Pennsylvania, and except as provided in Paragraph Eighth (d), its situs shall be in that Commonwealth, and all questions pertaining to its validity, construction and administration shall be determined in accordance with the laws of that Commonwealth. i ss Martha F. DiPrima fitness Martha F. DiPrima, Trustee ' ess Father red Wangwe, Trustee F:~Home\BlW1DOCS~DiPRIMAUNarthaUtevocable Trun2.wpd COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN On this, the ~ ~ ~ day of ~ ~ , before me, a Notary Public, the undersigned officer, personally appeared Martha F. DiPrima, known to me (or satisfactorily proven) to be the person described in the within instrument, and acknowledged that he executed the same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. N~~~~S1L.TH OF PENNSYLVANIA NOTARIAL SEAL JULIEANNE AMETRANO, NoUry PubN~ City of Harrisburg, Dauphin County My Commission Expires Feb. COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN of On this, the ~ Jr day of , before me, a Notary Public, the undersigned officer, personally appeared Fred Wangwe, known to me (or satisfactorily proven) to be the person described in the within instrument, and acknowledged that he executed the same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 1 1 ti - Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL JULIEANNE AMETRANO, Notary P~~h~.~ ' City of Harrisburg, Dauphin C My Commission Expires Fem. t i~A \I ~ uN'~ y ~ ~ N w »p a. C r,; ~ ~ ~ a U ~ ~ ~ ~ ~ - ~ N ~ O • r' ~ ~ 1f! Y~ l~l r'f N O a a 0 0 0 o a s 8 o W ~ c ~ o m ~w~~.~ a=~ ~ ~ ~ ~ ~ ~ ~ m _v ~ ` ~ ~ Q. ~ ~ N r a > ~ c ii ~ J Z W W Z i'`' ~Za ~ a ~ 0 m a ;v p ~ o Q ~ W ~ ~ C m w o~ ~ ~ ~ r ~ ~ ~ = a N 4 ~ H v ~ Et~lE°'fi~g ~ e Le ~ 8s i ~~~a ~~t~~~{{~ 1p°~4~E~;g~i ~ r¢ ~g~~~~~~ 1~~;t B~~g j~~x g~4 r~~~a~~~ ;tt a~w~ fi~a~~R~ s Mar, 24AM No. P. 7 Mar~ezZi 1~'r~rier~czll~om~ $ Market Pf~z:t Way ~ ~ f97-415)0 Mcxhanicsb?u , PA f www.mAlp~~rzitlinctalhomo.ce~n -~~w.¦ ¦ w¦ • Jeremy J. Shsrtzer, F'n ltillchaet J. Ma}pczal, Uwner, FD Kvle C. hnlp~. F July l4, Frank J. DfPrima . Montadale Drive Dillsbur~, PA The Funeral Service for Martha Frances DiPrima We sincerely ppredate tht confidence you have pplaced In us and will continue !o assist you in every way we can, Please fee! free to contact us if you ftiva any questions in cegard to this statement. THE FOLLOWINCI YS AN 1TEM1ZEf3 STATEMENT OF'fHE SERVICES, FAC11.1TIBS, AI.fTOMC)TIVE EQUIPMENT', AND MF.RCHANDISC THAT YOtI SELECTED WHEN MAKING} 7'HE FUNERAL AR)tANf(3EMEN'1'S. PRORESSIONAL SERVICES: Sen+ice~, Facilities and Cremation FUNERAL HOME SERVICE CHARGES SELECTED MEACHANDI3IE: Dayton Poplar C.ssket ga. Regular Steel Cremation Urn Lav~ndtr RCaister P~ckpgt S9S.00 Keepsake Urn= S~O,pO Maas Bulletin: S THE CU9T Off" OUR 311GRVICE3, ~QUIpMENT~ A1VD MIERCHANDISt THAT XOtI HAYPr SELECTED 57,90S.00 A'1' THC TIME FUNERAL ARRANGEMENTS WFaE MAoF, WE ADVANCt;n CERTAIN FAYMF?NTS TO CI'tHTsRS AS AN ACCOMMODATION. 'I"I.1'E F'OLi,AW1NCj AN A(;COUNTING FAR TNfJSF, CI{AR(IES. CASH A DYANC>1;9: ~A AA V .Y~- Cenlned Death Cerclfloates S7z.00 ~Jewspaper Notices - Patriot Newspaper Notices -Philadelphia S3S3.34 Newspaper Notices -Winston Salem Newspaper Notieea -Vero Beach, Fi. Cler~r a!~ering -Deacon Paruso 5 ! Organist S12S.00 Flowers - ~tskat Spray S7G3.00 Flowess -Matching Machos Monument EnBntvina S t TOTAL CASH AnVAlYCE9 AND SPECIAL CNARGE3 ~ CON'y'rtACT PRICE S x.74 HISTORY: 07/Ob/010 Cumberalnd County VA Td~'AL AMOUNT DUE r f ` ` ~ l S r' „ i , ~ 1 I \ 1 Bank America's Most Cot?venient Banks ' . STATEMENT OF A KAREN S DIPRIMA Page: Statement Peric Cust Ref Primary Accour ACCOUNT ACTIVITY Transactions by Date tcontinued) DATE DESCRtPTtON DE81T CRE01T BALANCE ta/2 DEBIT POS DDA PURCHASE GIANT FOOD D[LLSBURG *PA b!2 DEBIT CARD PURCHASE VISA DDA PUR WAWA PENNSAUKEN *NJ DEBIT CARD PURCHASE VISA DDA PUR SPRINGFIELD CLEANERS ERDENHEIM *PA ACH DEPOSIT PLASTER/GREENBER DIRECT DEP ****26569910NJY 6J7 eTransfer Debit Online Xfer Transfer to CK 6rl DEBIT POS DDA PURCHASE GIANT FOOD DILLSBURG *PA DEBIT POS DDA PURCHASE GIANT FOOD DILLSBURG *PA 6J8 DEBIT POS DDA PURCHASE SOU JCPENNEY STORE CAMP HILL *PA DEBIT POS DDA PURCHASE CRACKER BARREL MECHANICSBURG *PA 6J9 Check DEBIT CARD PURCHASE 20,546.b8 VISA DDA PUR ****0015072b315 BORDERS BKS MU01004555 CAAAP HI1.~ *PA ?1i ~ DEi~' CAR© PU1tCHAS~ ~ V[~A PUR •***401Si1726315 TH~i LIAR 6pitt~ CAMP N1LL *PA `f DE~~~~POS DDA PURCHASE GIANT FOOD DILLSBURG * PA Check ~ DEBIT CARD PURCHASE VISA DDA PUR SHEETZ MECNANICBURG *PA m 0 Check Call 1-800-YES-2000 for 24-hour Direct Banking service ~ BANK DEPOSITS FDIC INSURED © WWW.TDBANK.COM Pi'i~ RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: Cumberland County - Register Of Wills Receipt Time: One Courthouse Square Receipt No.: Carlisle, PA 17Q13 DIPRIMA MARTHA FRANCES Estate File No.: Paid By Remarks: KAREN DIPRIMA SAP Receipt Distribution Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST CUMBERLAND COUNTY GENERAL FUN WILL CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE CUMBERLAND COUNTY GENERAL FUN JCS FEE 2 3 . 5 0 BUREAU OF' RECEIPTS & CNTR M . D AUTOMATION FEE CUMBERLAND COUNTY GENERAL FUN Check# Total Received......... Smoker, Smith ~ Associates, P.C. W. Governor Road Hershey, PA Phone: www. Smokersmith.com Martha Diprima Estate c/o Bruce J. Warshawsky, Esq. Invoice: Cunningham 8 Chernicoff North 2nd Street Date: Harrisburg, PA Due Date: For professional service rendered as follows: Progress Billing: BILLING DETAIL AS REQUESTED Client set up for Estate 8 Trusts. Review of Will, Trust Agreements 8 Amendments, and other documents related to trust and or estate. Various emails and conference calls with Attorney Bruce Warshawsky, Cheryl Berlin, Jeff Goyette (financial consultant), Crystal Martin and Greq Kashella, CPA, including composition of portfolio and valuation of Real Estate Investment Trust. Tax planning and discussions concerning tax consequences and interaction between the Martha DiPrima Estate, Martha DiPrima Trust and Frank J. DiPrima Trust: - Fiscal year end for Estate - Trust disbursement timing - Flow-thru of capital losses. - Estate income 8 expenses timing - Sales of investments in Trust(s) - Liquidation 8 distribution of Estate 8 Trust assets Billed Time Expenses Invoice Tc?tal Total Please return this portion with payment Invoice: ID: DIPRIMAF01 Date: Martha Diprima Due Date: Card Type: Visa MasterCard Card Exp Date: Amount Signature: Amount Enclosed: $ A service charge of per month will be added to all balances ever days. Srmoker, Smith ~ Associates, P.C. W. Governor Road Hershey, PA Phone: www. Smokersmith.com Estate of Martha F. Diprima Invoice: Attn: Bruce J. Warshawsky, Esq. North Second Stnaet Date: Harrisburg, PA Due Date: For profess/ona/ service rendered as follows: Preparation of final individual federal and state tax returns for Martha F. Diprima for the tax year ending December including review and correspondence regarding PA tax notice for Frank 8 Martha Diprima. Preparation of final fiduciary federal and state tax returns for the Frank Diprima trust far the year ending December Progress billing for the Estate of Martha Diprima. Billed Time 8 Expenses Invoice Total + I4~! Please return this portion wfth payment Invoice: ID: EODIPRIMA02 Date: Estate of Martha F. Diprima Due Date: Card Type: Asa MasterCard Card tk: Exp Date: Amount Due: Signature: Amount Enclosed: $ A service charge of per month will be added to all balances over days. Smoker, Smith & Associates, P.C. W. Governor Road Hershey, PA Phone: www. S mokersmith.com Estate of Martha F. Diprima Invoice: Attn: Bruce J. Warshawsky, Esq. North Second Street Date: Harrisburg, PA Due Date: For professional ssrvlce renderrd st follows: H rogress Bill Billed Time 8 Expenses Invoice Total + Total P/eeso return th/s portion with payment. Invoice: ID: EODIPRIMA02 Date: Estate of Martha F. Diprima Due Date: Card Type: Visa MasterCard Card Exp Date: Amount Due::2,183.00 Signature: Amount Enclosed: $ A service charge of 1 per month will be added to all halanres over days (~a r, No. P. cso~ s~~ s~o~~?a~ SJ3 W. Sit~donabu~ Road Mail Payments to: Ditisbu PA Cate Seit Storage • • ~ W. Stddonsburg Road (717j 43Z-868a Dillsburg, PA 1 ~Oi9 SECTION 7 SECTION 2 On tills , : ~ day of ~ ' ~ _ • " , between Cade SELF This is >>i monthly leaaa fo `tatorage. Rent STORAGE, here{Hefter called the OWNER, and the OCCUPANT whose name ls: _ • is due and payable art the 1 day of each Name - i % - . • ~ ~ - month for the entire month until terminated by either OWNPR or OCCUPANT in Address: r - writin8 days pri city ~ ~ ' c."'~-~ 5talra ~••Zip / ~ ~ ~ % flame Pnon• c.~t rnona _ o?,sY+.:e Phone. ~ MOrtthly Rent 8i i S: $ ' ' , ` - - r. ~ , } : ~•.l ~ c:-; ~ , , r , : ~ • Space Number : r r~ • r . • ~ ~y'. . Access Code J • ~ ss: . ~ , Email Addre v Approximate Size ; ? x / Orhr•re Llanse M ~ ~ •'t ~ ~ r~ Social Security or F•d ID • ~ / • - ~ ~ ' r - - 1Ntl?+e you ever a member of the mlNtary starvice? D Yes 0 No NO RENT REFUNDS Would you pro(er Automatic Credit Card Billing? t VISA MasterCard American. Express MOVE-IN COSTS , Card No ~i ~ ~ / , . . • - Exp Oats ' - 'r 'i ~ Name on Card ~ .i,. t•• ~r : ~a , ; ~ Set-up Fee , , , . ! , hereby authorize Cate SeH Storage to charge ins above reforonced acxount Pro-Rated Rent . . s • • = • c.' automatically each rnonlh and to apply said ChArgo towprds the payment of my rnonlhly Monthly Rent . idea ~'d•y or•~+morwn). • • S rani br the apace Iwmberta) slated above. Said charge authorization is to be In an amount Insurence • • • • • • • • • • • • • • • ~ % ~ equal to my monthly rent In eBacl at that time. I underalsnd that it my t~bligatlon to notify Seies Tax • S CeGe Self Staroge in vyriUng days in advance of my intent t0 terminalo my tenancy and Other {specify) . . . . ~ to P Y mY ta~ancy to the end of the month. - ~ , - - _ ~ ~ Authorized Signature: TOTAL MOVE-IN coST r s • ~ ~ ~ Monthly Late Only NO RENT REFUNDS Altemelte Perron/Emargoncy Contact (not at same address). - . ~ ~ r ~ ! Addroes: ' . ~ .i s., Stale: J-y%Zip: i . j.,~ - Nsme: • - ~ • ~ ~ i ~ City: pr?ono Number: J_, ; a• 1 Relatttionahlp to Occupant: .f' ~ { r ' , f?r PROPERTY TO 8E STORED AppITIONAL CMAROES p'J-It~1,18ohOid Goods D Business (Sands O Other Rent is du! tha day of each month ? Approxirnalle value of goods stored: s Lelte Payment Charge days fate) S 1 TITLED PROPERTY TO 0E STORED late Payment Charge days fella) S ~1b.00 . Cartif;ed Lien Notice days Isla) S 15.t>0 p Nbtor Vehicb D Watercraft O Trailer a Other Certified Mail Charge days late) S ' tNake ~ Modal Final Lien NoUee days lato) S V.I.N.I!It Llcanse # Returned Check Charpo S i~.QQ _-AuCtla OCCUPANT AQRt:ES THAT THE 6TORE0 PROPERTY IS OWNED SOLELY t3Y THE CNspoaa! o! Items/Cteening Fee i ,rTBQ OCCUPANT ANO FREE ANU CLEAR OF ALL PRIOR LIENS EXCEPT FOR: •Curnnt charpas ror cerlMad mall determined 4Y Post OMoa Deacriplion: 7B0 - To ee DNemiined Lienholder or Socured Pally: A~ddree>p' , eY Pao IMINIt hero ocwpent selanowl•ap•s that ht~n• hw rove. Phono Number: O RENT REFUNDS~~+w~~•=~-' • initlah ~ • T?Irt>sE FACILITIES ARE OPrtRATED IN ACCORDANCE WRH THE PENNSYLVANIA SrtI~F•SFRVICE 8TORAt3E FACILITY ACT (r3 ~ 1l01). PRaM10ES: OWNER Iwreby leases to OCCUAANT, and OCCUPANT rents from OWNER, on the terms end Condilior?a herein:el IoM, space{s) al 111e self abrps taciMty described above, a the whide spat. daetnaed above, herein Called "Ihe prorr>Isea'. Tha pr.rnisea ,:hall oe used solely for Iha pwpo:e oI storage pur'suenl to Ute lams and oondltione of This Agreement and for no other purposes whalsoawr. TERMS: The tertYl Of ti+e Agreement chap commence on ~ date s•1 forth above and Continue on a month to month basis provided, how~ewr, That tha term of thNs Apn.manl :hNl b• aulomaliCapy extended on the same terms and COndltlons far similar:utcasdinQ perbds al the slated rarK unless and undl OCCUPANT has removed his property from Ih• premises and has Given written notice trte~eof b OWNER at lean sawn l7) days prior to the end of the month wcadrq. ~ INSUt~ANCE 08Lt~iATION: OCCUPANT, AT OCCUPANTS EXPENSE, SMAL4 MAINTAIN A POLICY OF FIRE, EXTEIVdEO COVERAGE ENDORSEMENT, @URGLARY, VANDALfSM AND MALICIOUS MISCHIEF INSURANCE FOR THE ACTUAL CASH VALUE OF STORED PROPERTY. INSURANCE C>nl OCCUPANT'S PROPERTY IS A MATERIAL CONDITION OF THIS AGREEMENT AND IS FOR TF1E BENlrFl7 OF 84TH OCCUPANT ANON OWNER. FAILURE TO CARRY THE REQUIRED INSURANCE IS A BREACH OF THIS AGREEMENT AND OCCUPANT ASSUMES ALL THE RISK OF LOSS TCI STORED PROPERTY THAT WOULD BE COVERED @Y SUCH INSURANCE, OCCUPANT EXPRESSLY AGREES THAT THE CARRIER OF SUCH INSURANCE SN'ALL N07 8E SURROGATED TO ANY CLAIM C>nF OCCUPANT AGAINST OWNER, OWNER'S AGENTS OR Ek1PlOYEES. ~ Inlllaia ss. RELEASE t~ pWNeR'S LtAen.tTY: AS A~FURTHER CONSIDERATION FCIR THE USE AND OCCUPANCY OF THE SPACE, OCCUPANT AGREES THAT owNER, ~ HIS AOENT*~,, EMPLOYEES, AND AS3lGNS SHALL. NOT BE LIABLE TO OCCURANT, HIS/HER AGENTS, GUESTS, LICENSES, OR INVITEES FOR ANY LOSS OR ~ . OAMAt:3e; INJURY, OR O!•r,ATH CAU8E0 TO THEM OR TO THEIR PRCIPER'T"f AS THE RESULT OF THE USE AND OCCUPANCY OF THE SPACE OR STORAGE FACILtT1lS. IT FURTHER AGREED THAT ANY STORED PROPERTY IS ALACED IN THIS SPACE AT OCCUPANTS SOLD RISK, THE OWNER, OWNER'S AGENTS, ~eMPLOYreEa, AND A33tGNS SHAIt. HAVE NO RESPONSIOILITY OR LIABILITY FOR ANY LOSS OR DAMAGE TO SAID ,PROPERTY FROM ANY CAUSE VvMATSOEVER, INCLUQING THE ACTIVE Ofil PASSIVE Ar`TC n~~~~~~n~~c no ..,er,.....~.....• - _ _ Ida r. 1 ~ : 26~~I No ~ X45 ~ F. Re~e~~~ Created: II/27l2010, I!2;33:14pM ' 1 1 ~ ' Cate Self Storage West Siddonsburg Road ~ii~sbur$, pA l+ RANK Y?YPRIMA i Z 1V~ONTAbALE D~ Y~illebur8, pA Paymeht Type Check # /Comments Item ~Amo_unt Applied To 'V'isa S Situp Fee Prorate Insurance Rent S l Sales Tex Insurance Total PRyment: balance Unit(S) Rented nit eat Bil ng Date Aid To ate G3O I/1/i l l~l/11 N ~ _ - ~ r, I, ? U~ signan~re 03537'A, Cardholder acknoH~Iedges receipt of goods and or services in the amount of the total shown XXX~~~XXX~Cl751 hereon and agrees to perform the obligations set forth in the cardholder's agreement. iBankofAmerica BankAmericard' July -August Page 3 of 4 ~ s ~ ~ • Tisnsact~on PosUr~ Rehrenca Account Dsto Dets Description Numihar Number Amount Tote Purchases and Adjustments #AMAZON.COM AMZN.COM/BILLWA+ GVNY40NGIZH #DR1 NUANCE ORDERFIND.COMMN+ #CROSS COUNTRY EDUCATI TN+ YREE5053FA23 #U-HAUL-MECHANICSB MECHANlCSBURGPA+ #U-HAUL-MECHANICSB MECHANICSBURGPA+ #AOL SERVICE NY+ M820854456445410 #PESI LLC EAU CLAIRE WI+ 1 #WASABt HIBACHI STEAKH COPLEY OFI+ #APL ITUNES CA+ #PTC EZ PASS AUTO RE PA+ + TRANS FROM SAPPORO EAST MECHANICSBURGPA UNOCHICAGOGRILL#704 BALTIMORE MD COURTYARD BY MARRIOTT- GREENBELT MD ARRIVAL DATE Interest Charged Interest Charged on Balance Transfers Interest Charged on Cash Advances Interest Charged on Purchases TOTAL INTEREST FOR THIS PERIOD 1 1 ~ : ~ tti Total fees charged in Total interest charged in s - ~ . Your Annual Percentage Rats (APR) is the annual interest rate on your account. Annual Promotional Promotional Balancs Interest Psresnta~e Transaction Offer ID Subject to Charles by Rate Type Interest Transaction Rate Type Balance Transfers 14.99$V _ X0.00 Cash Advances 17.994V V_ Purchases 14.99$V Pron?otional APR PUR, WT BT9X-HQR4L APR Type Definitions: Promotional Transaction Types: PUR =Purchase, WT =Non-Bank wre Transfer; Daily Interest Rate Type: V=~ Variable Rate (rate may vary); APR Type: Promotional APR (APR for Limited time on eligible transactions) fir„ I Circle Gold ~ ~ ~ ~ i Z ~ S ~r ~ ~ Account Statement © of 7 Please call us anytime for answers to your questions, account information, current rates or to update your address B phone number. Beginning December through January O5, Checking S U M M A R Y FRANK J DIPRIMA Balance Calculation Balance SHERRY N DIPRIMA Circie Gold Checking w/Interest Previous Balance Average Daily Balance XXXXXXX928-4 Checks - Interest Withdrawals - Deposits ~ Additions + Current Interest Rate Interest Paid .O8 + Annual Percentage Yield famed .OS% Current Balance Number of Days Interest famed _ Interest famed .OS Interest Paid this Year .OS Previous ~atance TRANSACTION DETAILS ChlCkS• There is a breok in check sequencQ [hack p Mount Dab Check t Amount Data li!j29 OJ./03 Total Checks Withdrawals ATM/ Purchases Dab Amount Mscription POS Debit - Paypal `adospo San Jose CA Dbt Purchase - Fiesta Mexico Harrisburg PA Dbt Purchase - Camellia's Sin Gifcarlisle PA POS Debit - Giant Food Dillsburg PA POS Debit - Talbots Camp Hill PA POS Debit - Giant Fuel Dillsburg PA ~ POS Debit - Giant Fuet Ditlsburgg PA POS Debit - Usps Di[isburg PA Dbt Purchase - Bass Pro Shops Harrisburg PA POS Debit - Giant Food Dillsburg PA POS Debit - Jcpenneyy Store Camp Hill PA POS Debit - Giant Faod Dillsburgg PA POS Debit - Usps OilCsburg PA POS Debit - Giant Food Dillsbur PA Dbt Purchase - Lk6690 Hickory Farms #1~2camp Hill PA POS Debit - Wrayys Music Lemoyne PA Obt Purchase - U-Haul-Mechanics Mechanicsb Urgpa POS Debit - Giant Food Dillsburg PA Dbt Purchase - Michelle's Hallmardillsburgg PA POS Debit - U-Haul Moving Mechanicsb tjrgpa ~ - Dbt Purchase - Cbs Interactive-580 CA " POS Debit - Giant Food Mechamcsb Urgpa P05 Debit - General Nutrit Mechanicsb Urgpa POS Debit - t_k6875 Mountainside S Mechanicsb Urgpa POS Debit - Wal-Mart Supper Carlisle PA ' POS Debit - Giant Fuel Dillsburg PA POS Debit - Rite Aid Corp. Dillsburg, PA Dbt Purchase - Bass Pro Shopps Harrisburg PA POS Debit - Giant Fuel Dillsburg PA Dbt Purchase - Hyatt Hotels Regenphiladelph IA P POS Debit - Giant Food Dillsburg PA POS Debit - Sunoco Exton PA Dbt Purchase - Sunoco Parsippany NJ POS Debit - Dillsburg Vete Dillsburg PA POS Debit - Dicks Clothing Hampden To Wnspa Dbt Purchase - Michelle's Hallmardillsburg PA . Member FDIC LJ Egwl Houslnp lends - w1a r. t^v 1 ~ : Zb~~~ No. 3C4~ P. WcbBEST Receipt page l of 1 V-Msul sales Item Involc• leles It~m~ w ~ ~ Contract No.: U-Mw~ Mov?n9 A Storagt of Getlysbur0 iRd Monday pM MtChanlcsbur0 MECMANICS9URG, PA. Eil~~odis ~aiGdRtL011 IL~!_C~t ~antigl Llnt.LS:=t SM BOX.SMALL,I.SCF i6X12Xltin aa. X10,20 subtotal: Si0.20 Yexe~: Total Charges Ine1ue11n0 Tax: Cash Payment:, Tendered: CManpe: Net Pekl Today: ;10.A1 X Kevin Anderson c~stome~ Sipnstunt • y . ~ ~ i r 1 ~ _ _ _ _ M~. r. 11-T1 ~ ~ _ ~J~. F 8 ~ ~ p_ 13of 1 • ~~c ~1~1t1/lOt~~ctu5 • ~ NOw you know f HOf1"Ir Psnnllrr.com ~ Today's News ~ Subscribe Mow ~ Custosnet 8orvice i Pfau a CA1saMed Ad i ~earoh Clasal0eds i CorNact Us 1 , Options Piece an Ad fiAy Profile Mr Orders ~m„n, Order Conflrmatlon (Step S of • ~ on E~ Your selected A?d Category Is: Deaarinea Autos Fof SaMi• O~ I C i~ Canc~Basbrts l~ Ad Preview ~ ~o pnN«rN MIIM Yn1 VMN q r r~ ` faN a wid to pbo~ Y~~ ' !t ` J n~ I ~ ' ~ n ss~esoo ww..l~ e T OTA 3 i ~nvbn xl irarsarnirgR asae it~ urianrs:sev„~ ailK.~ adDnallc r~~ r, nkrar,¢q(- w1MO ~ ~ uenct iQn.sGrera~N ' carrdtioa , SIN ~.Atis, ~I. ~.p Jtfa, air al- ~ c b!r 1~~Md7i~ Ptcs+rpr+~, ~R CD, crwlr~ ii?ii'?MM? P~ ~ap~ird~~p~pr bey air~,wa(r ~•opw~jy~rvµ ar.nur+~nndow4slroc~, roiisirr~l 1,,YT ~p• aiq+rl tkiNn ant iivell pradrs. ?ww sr mernwnel AMlbyegsawtlr ~t• wthvrinMrior A iNlhh' inMrier ~ ~ rr~. new. l4rha~dion ~f7U too - ~/1/io - ~/~/~O Ordelr Cortflrmetlon Numbers 000207f363Ei Ad Run SCh~dul~(s): • day(s) st~PtlAq 6/70/101rt TIM P~trlot-Nrws • day(s) sfactlns b/70/x01n Penn~lva.com • 1 day(s) startMO in PN Plus --Your P•r~nuye.eom sd may txNnd for •ddigensl days, Mdudfld In dre pMdnq. PN Plus )s a weakly publication dsliver~ad to nert-a~bstribsrs. Total Price: =d6.60 our order is Cornp!ota, An order confirrnstlon will bC e-msfled fo you shortly. Yau may wish to print this pale for your rooords, r- I d 70t0 %iai ourioi•I~la•.vs. iii ~2~pnis Rasr~ea ' r . ~ ` 1~4'~r+o•~/aYr+crriYr r.ntn;ht r.OY~rh nnre~/vYrul~)•oc~a/o.,/atri/;n..I~~TdY~K9l~A~/,A.M~ ~n ~/~~/any n ~ankofA,meric ~ ECankAmericard' June -July Page 3 of 6 : ~ . . s - Transaction Posting Rellvrence Account bete Data Description Number Number Amount Total Purchases and Adjustments HOTELS.COM US WA 075004X2J12X4005 JETBLUE SALT LAKE CTYUT DIPRIMA/DANIEL JFK/MCO RNDTRP MCO/JFK TRUST LIABILITY INSURA MD VSHE5870EC2C CARFAX VEHICLE HIS WWW.CARFAX.COVA Csy ^t c tr? t PTC EZ PASS AUTO RE PA THE PATRIOT-NEWS MACTI PA (jt~ e~ nt ~ i ~ HILTON HOTELS STANFORD STANFORD CT ~l.~ ARRIVAL DATE FIVE STAR CAR WASH DILLSBURG PA , ~ SAPPORO EAST MECHANICSBURGPA MICROSOFT XBOX LIVE BILL.MS.NET WA ~ PSOO66CM4GT08004699269 AOL SERVICE NY M720854456445410 SPHINX DATE RANCH AZ ~ APPALACHIAN OUTDR SCHO PA PA STATE PK PA AMAZON.COM AMZN.COM/BILLWA W4AS18QQRXA BLIZZARD ENT WOW SUB BLIZZARD.COM CA MHOLWC APPALACIAN ORTHOPEDIC CARLISLE PA OT/07 8000ONT 1~000ONTACTS UT NCS PEARSON MN 346122_NCSA PSYCHOLOGICAL ASSESSME FL BLOCKBUSTER VIDEO MECHANICSBURGPA BLOCKBUSTER VIDEO MECHANICSBURGPA WINE & SPIRITS CAMP HILL PA CBS COLLEGE SPORTS CA AMAZON MKTPLACE PMTS AMZN.COM/BILLWA HJ58HWiDXL6 AMAZON MKTPLACE PMTS AMZN.COM/BILLWA GP8WYH8DSRV #ST JOHNS UNIVERSITY -JAMAICA NY #TGT TARGET.COM TARGET.COM MN XWKWNI0DNJ3 SALES TAX AMT #AMAZON MKTPLACE PMTS AMZN.COM/BILLWA OHVECVWSKKM continued on next page •`vrti a BankofAmerica BankAmericard' SHERRY N DIPRIMA Account Number: November -December Account Information: ~~w.bankofamerica.com ~ ° ~ ~ ' ' ~ ~ ' " Mail billint inquiries to: New Balance Total Previous Balance Bank of America Current Payment Due Payments and Other Credits...........-2,907.24 P.O. Box Purchases and Adjustments Wilmington, DE Total Minimum Payment Due Fees Char~sd....................................................0.00 Mail payr?~~nts to: Payment Due Date Interest Char`ed...............................................0.00 Bank of Amei~ca p.0. Box Late Payment Warning: If we do not receive your Total Minimum Payment by New Balance Total Wilmington, DE 1:t836.5019 the date listed above, you may have to pay a tale fee of up to Customer Service: Total Minimum Payment Warnln~: If you make only the Total Minimum Credit Line Payment each period, you will pay more in interest and it will take you longer Credit Available to pay off your balance. For example: Statement Closing Date TTY) Days in Billing Cycle ^ • • • ~ ~ ~ ~ " Only the Total years ~ Minimum Payment months (Savings = If you would like information about credit counseling services, call i • Tiensrctecrr Posoryr l~Ntvrsnos Account Deter Osts DsscriptMn Numt~r Number Amount Tote/ Payments and Other Credits JOS. A. BANK CAMP HILL PA 1 T51 PAYMENT -THANK YOU Purchases and Adjustments FIESTA MEXICO HARRISBURG PA x/!.1/27 CAGE SELF STORAGE PA 1 it51 .~2'i/30 THE PAXTON HERALD HARR158URG PA 1 i~51 conGr?wd on rNxt ppe . 1 _ BankofAmerica r Ba~kAmericarc~' November -December Page 3 of 4 ~ ~ Tiensact~on PostnQ Relivrenca Account Dst1 Dete Descriptan Numbor A~umber Amount Tote/ Purchases and Adjustments SUREFIRE LLC CA VSGE6A170E33 PHILOSOPHY COSMETICS W602-7948500 AZ 6196622570PN98H437MGJ AOL SERVICE 800-827Fi364 NY MC20354456445410 x/1.2/04 BARNES & NOBLE HARRISBURG PA AGENT FEE TRAVELONG NY DIPRIMA/FRANK J XAA/XAO ONEWAY AOL FS PERFECTSPEED VA DC400058142214z0 ~/I2/05 10S. A. BANK CAMP HILL PA COA AIRLINETAXES&FEES NY COA CARTAXES&FEES NY , X12/06 JOS A BANK HAVERFORD PA 6f ~ JOS. A BANK PLYMOUTH MEETPA JOS A BANK CATALOG MD ~ JOS A BANK ~ HAVERFORD PA 1'T51 ' BLIZZARD ENT ONL STORE CA KCDDB PLN PRICELINE.COM HTL CT HYATT REGE ARRIVAL DATE vY~/10 THE PATRIOT-NEWS MACTI PA THE PATRIOT-NEWS MACTI PA OMAHA STEAKS INC NE JOS. A. BANK CAMP HILL PA L2/13 WALMART.COM WALMART.COM AR 351992421XSP1 LL BEAN MAILORDER ME PESI LLC EAU CLAIRE WI • 1 TICKET PHILADELPHIA PA AUDIBLE NJ 7.4g WGBCUJYWKUN PSYCHOLOGICAL ASSESSME FL JOS A BANK CATALOG MD ~ JOS A BANK CATALOG MD SUPERTIX INC DE 17Ei1 HYATT HOTELS REGENCY F PHILADELPHIA PA .17Fi1 ARRIVAL DATE continued on next pale... ti e /L~~4,G, J,~~ i~~ Mar. 2 ZQ11 1n'25~~~, ~ 'No. P. - J' _ _.AL.:.:_ IFOgM NOUSI=Na.D Gi00D3 81LL of ~ADiNCi ANA f~R~1QHT ~e{LL-.,ear ,eeuoYlyd~k FIJI: ~ ,a• I 'l f't~ T;-1o~~IS Gf~hl~ R'.•=s3 ! tf ~;CO~~1 ;-I~,tl`r vE?~ct.lte 15SUED AT ~ ~ ,~'-IOcI~tI;NIlLE, i J~;817 't0 ?a i 7~1t)~3 No. 933-932v . {7'I.7) 7~~.<~~;Og. a~L ~ DY REC EIVEO SUBJECT TO CI,ASSIFlCATIONS TARIFFS, lWLES AND REGUU1TtONS ItVC~UDING AU, TERMS PRNYTED OR STAMPED HEREON OR ON THE REVERSE SIDE HEREOF IN EFFECT ON 11iE MTE OF ISSUE OF THfS 61LL OF LADINt3.' SHIPPER : ~ ~ (-s n • _ ~ • ~ ~ 1 CONSIGNED TO r ADDRESS ~ 't TEL. . i - ADDREBS ' ~ 1 ~ TEL h ~ -'•r_ . , CITY ~'•~'•~-r^'.rT~,~ :r` STATE CITY ~ ' ;1~'_.i_STiiTE'~~ ~ T>te Draperry dascrbad Aglow, (t:Orttsnls end taondlUon3 0l Dedupet rxrknorm) consigned t?rtd d•ew~d as shown below, which said company (the word oompsr~ betrt~ und~tlpod tltreuQMut II tonYaot as any or oorporatlort In posSeltton of Yr• property under the conaad) egreee b Carry bo desYnatWrn indcaled ttstow, iI wNtin lM scope d its hwrAJ opsn0ian, otMnMa !o deliver to another b deiwr b said dedinaliar?, ~ Ie mutulWy epNd. et b suh cani« d >1M or er+y or srd property oMer ill or uq? ~a~o~+ of routs b deslinelion, end b eeclt et snlr lima inlereeDed In er or sr+lr d said ptopery, 1M1 aervia to b• peAwmed herCmder shah ba subject to aq condlions not pror'iblled by (aw, wheth.r prfMed or wANen f>eretn cor'wein~id in chadklp Ute tondlt,°orrs oA bade Mrao(, which ors hereby b by shipper end ~P~ for hilnseN and h13 asstpne. f)eiivermg Carrier Rt*les based On telrllf Sapp. PUC No. Qross Wt Tare Wt. Net WI. Min Ship. WI. I : r.,a I!J .tts, t,• t ~.~,:~.:.t ,~t~ Iii t ji 1(iF, ~ I~ ;i~ ~ ~ 1 r, ~'H ~ `h,~ ~ V { rr - ~~.••w_.~. ~+tp•oilee srrla ordrea Transiportatlon: wt, ~IbB. ml,; O S eN 1 ~ ~s. a a shipper Der on or baron spse..esevdion a Valuatbn Charge:lor liability Ors part of t:arrtsr In eocCesa oi' lhAl ssstrmed when ils bweal rates era charge: U °U' R On Tr'ansportatlon: s O ner ~i or Iracfion Ihereot D t~tr,.r,~. or a one On Storage-in-Transit • O • O To bo roloased at 60ts per pound per article sw~.~l b ~ecron ~ of oondYane, x tr+ls .tr'p• AddfdOnal lrlArteportaliort chargos: (eocpfain) Origin_ De:t. n+ent rs a bs dNivsrsd a the consignor wahow reCOUtss eo we vonsi4r+or, ~ oomiQnor shah's pldcup or deNvery for storage fn transit „_ibs.; O ~ ___,par tbs. rhs roRowinp steterr»n1. SIT 1st d Ttye oswrtsr shsll not make oeth!ery d oNS :t,ipmene aY Ibe.; O Cwt. l:d. tldd. dtty Ws.; O ¢ cwt "'~1O"t o"Y"""r o1 ~~'ti0A and stt tawNf Waroh4t•se handlk~ Ibs.; O ~ per Iba. (one limo chard) cfurrpes. X Exlre pickup or delhrory ai tsri~~ °R Special sa~vicing of appliances Origin ,_~Dealinalion , . _ . Hofatf lower r1g, Ing, Or carry(ng pianos, heavy articles (explain) _ ttti~ipp.re aro requirod b declare M wdtirH we 10.8ulfKy item (Aut4, Boat Trailer, Esc.) • rale•sM vekre of M+e txooKd TM egrad a dsel.rod ' r.we trooera I+ Leh by It boat give overall ltirtglh titles. HandlinD t*targe ~ to be na eg,~ldrp sos o« r~ An ,r,~';.~ " _ Packing, Unpat~ctng and Containers (see below)~_ ~ r {81ix~FrEii ~ Labor charges ~e at>rppei n•nor dsnlerw arlu~eorn M erwwe a Elevalor/Slairs . tin trnrt Ml rortn scow on ttw lolowi~y w•ctA~c sA- - ot•s. Excessivia Olstance AAYrCiE EJ0°"' w"'d0n Fula Surcharge ~1~i~\ ~ S ( ~ r . ~ + 1i>i If 7~~~Ir ~ `,i I 1 ~ fl ' . ~t j . a.. J t'~ 4l~ / h~. ~ ~ I` ~I { tJ J 1t3. Mein and 1lbhich4 hours Yana) ~ Mart~No. of IHoura I'~ . O per hr. ~ !-!'i_'-~ Labor man/men for ~ _ hrs.; O +per man por hour • i Trav81 Tlrne Charge 1 '•^nt ~ - It en cotes actual oh DO FroT mcccco . -#~-~uef~ureha _ must bs tv ~q ALL~~~Y~Ft~ AC~ 19.OUwr •,,r • ,T~„ i~ T ~r TUAL ~Aor o0 UM ADO DtCf~E6 aeNfC~ss .t•. y~e~r pOOds. tt d1e lotril et?aryrta ."~tir~v . ~•~~~H uN esr~t• dy mon then to Oero+nt. tn• T1Mft RSC01i0 ) nwr.r to r.qutrea b awwr xw >W ,nd acme . , ~ • : A.M•. ~ pule sAlpmeet of h• Start ~M. eecrmatid chirtfM ells eQO1x01N) ~ /lrN. ~~7~M/ Mi/W or to percent of tM .awww wAiQF+svsr Is f^irwsh ' : pr?+t.•~ / • 0~[ld.~ ~A you~~na~r dsrK pgAnp Ih• . ~ ~ ' I=% y~~~~~~•.•~.1.l~\~i~%1r'~~~i\;~te;,~~~=1~(~~a ~ta Ai110Yn1 Qllan~l male NITIOItl1~ ~ _ . ~.+r_~.. Ante Amount DMA- sic. , CARTONS: Lerae Than 9 arblC kEt 3 cubic teat 4X cuolc feet t; Cubic (oat 6!L cubic teal WARUA08E CAtxTON, not less than 1o cubic test A+tATTRESS CARTON Gib _ MATTRESS CARTON Not eooceedin 3fa' x 7S'~ ' MATTRESS CAFITON Not e><cee x I - i MATTAES$ CARTON Exceeds x ~ t , f MATTRESS ClIRTON (3fa' x ~ , ~ MATTRESS COVER lash or er _ CORRUt3/1TED COtYrAINERS ~ ~ _ - ' CtgATI=B _ - - - - . _ r , t r ~ ~ h ruN4ury, alai awry' ieNite m oa pernnnn+e nlrtunoar inlil DE Sugacr ro all surlunrurw nu4 IunluuY ~ 1 h•relq CQntalne4 In IV'I ~ ~ ~ I yi I ~ J (F! >t! hen a rCed to b sl+~pp+r rM accepted for hlmialt tnd his assl~ns. p~livering Carrtw Antos basod on L1rili Supp. _ PUC No. Wt. Time Wt. Net 1Nl _ Min Ship. WR. ~NOSSt_111 -r; ii l~~r~1~~`:f='i~l~l/'~!ll'\~ j~);' i)~`'(/•',ll'1~~ ~(i'~1::i1.~= `~~i i~/f'jl~'_li~.`~I,)(.)~\i~`~lli (~Ir' j~l' ~r-Ct~ _ ~.oio~o Nrvi4:a o,d•r•a Transportation: wt. lbs. ~_,_•,mi.; D E _ per Ibs• S ~ x^~o'r ~h'rw r>w o~bn VAlualion Cha Ior Iiabili on rt of Carrier In A>eCess of that assilmad whop fIS bwost tales aro char spstce ra:arrah~ or cu• R. orvana tY ~ 9a: On Transportation: S ~ Der sl(>D, or iraCDfon thereof Q ~,+M ua+ of l ,_cu. fl wBfcM ord+r+d ~ _ ; On Storage-in-Transit d d To be rofeased ql per pound por article sub. ~ s~O" y of l,a eor?dhionl. ;c Ms:KiR- Additional tranisportarlon Charges: {explain) Origin_ Dest. p1W4~1 d m doMrad b tho oOrltlpAOr MAthorK racasu++ ~ ~ oonsipnor ~ tea„ Pickup of doNvery for storage in transit Ibs.; ! S -_,--_per Ibs. ulw oouo~nY 5.9tT 1st day Ibs.; D ¢ cwt. Ea. add, dray _ Ib6.; Q a cwt. ~ ~+ntar shah not rr4aM aaRvlery a u?ta shipn+anl wow p,y,,,,M ~ IranfpOAiIlOA and aN o1Mr iawA,1 Warehouse handling tbs,; ~ 6 per tbs. (one time charge) Extra pkdcup Or delivery at w~r11 oA AttEtYY) _ l~ Special servicing of appliancesr Origin Desllnaltan Hoisting, loww~ing, or carrying pianos, heavy artldes (explain) . rtippsrs an ?a4w~ ~ dadara M wnw,o ~ Bulky item {Auto, l3oal, Trailer, Etc.) r~~a wu~ ~ ~ ia~• ~ o4r+b It boat give overall letlglh lest. HancMlnq Charge S ,r~~ d uw i~P+M ~ b ba not ~ICNdMW ea PK pound PK J • Packing, UnpitrCkitlg and Containers (see below) Iai?~IPPER OR AGENT) labor charges . ~+iop•r hsrob>r ae~ "`I"a~ of Elevator/Stairs ~ Grnil NI foNr seoa OR Mre baowig lpooillo ExCAB$IV'A 01$lance alsis- ExoMS vw.aon Fuel Surcharge 1 CC t ~rf'•+y,'~ _ t ~1ltr\'.'1 J,1. al ~tltr'J~~~ a 1 tit ` sR ~ ~ ~ t. ~t~:~Tl4. ~:a~CI,VI, (~/~~1r f;t\~ ,r l~~~r';1~~ ~I~~ , Man and Vehicle hours - Van(s) ~ MenS'_ i No. aN Ftoura ~~O por hr.. r~! ~ y, I~tbor maNmen for ~ - hro.; O _„per man per hour Travel Ttme Charge hrn, ~ / G ~i rr w lea sown oo Nary occecn t•s. Fuol surcfta ~ ~ uN srlnuu !)r ,r4orla n p~ooni, You ~ mush o• na b Att of T AC • ~ ~ 1 ~,ir71 T,<' '~r~r ' ti cw? peon ~o° Ilia mars wroad~,~ 19.Other services • goads- ~r d4~ total ohsr~s EXCEED (iccrc.Ax11) h~i osittmab by mon than to parornl u+. TIME RECOlID ~s • ~a• nrarwr la 4prarad bo k~ We 1W aqd cort?• ~ J OMM ;hipenenl upwr pip of Ura Stall ' % P.M. L' o+Wna~tad oharpaa pws and a0dllonai X5.00. 1 . ~ ~ n.1iL awP.+.r•wpw appw~r~~~l~~O~~ddpNCOnI of 1M .a~kr+.l~. whic~?awr k R~M~.-• ~•i paiuwsi~br aM ~ ~ paw ~ i~t*11l~~~ l.~Ct(; f ~ (st~~a'1r:Ha .i.• ~ t-(~riJl:;r„ _ .r-~......id`~r3/•( Il,~r. I=lc'•;;r,,r~~# f;. lri~rl=l;f.~:Jh~C: I ~~~tta~~ - awrwq? Rata MrpuN Alne Nnount Ouarr~ Rata AmotxM Dist`, •b. CARTONS: Las• char 5 cu01c bet ~ ctroic bet 4'E aibic last s cubic real vu cubic bet vw~ROAOeE cART~ort not lass Uran to cubic bec . M~crT•RESS cAtTroiv crib • • M/1T7RE98 CARTON Note~aceetl' 3Q" x T5 f r ~ ; H~1'T'1'NE~ C/1!l~+ON wtcssdln SA' x ? MATTRESS GAR'TON S4• x 1 ` MATTRE8S CARTON x MATTpES8 COMER or ~ . CpiigUC3ATED CONTAINERS 'l ~ 1 ~ ~ ~ t3rosa Msa!iuremsnt of Crala a Conta~rar ' Add Container, Paaldrila. arN Unpicalclnp t0lats TEL 7otx~ YO'CAL fOpstha~ ari?d intaK new l~ls in tins abovsl! CON1nutYER CHAROt:S S P~cIONQ CH/?AOES i UNl'rAClQtV6 CMAAGFa _ _ l ALL CHAAt3E8 TtD BE RND CASH, MONl;Y OADEA OR GERTIFlEO CHECK BEFORE PROPERTY ~ : • l ~ ' ' (~t1N0USHEp 8Y CAA~A QA CARAfER SHALL 91(.L ThiE FOLLOWINW PARTY: CHARC3E O hREPAiC ? C.O.D. ? ; , - , . Prapsym+nl CoMact~d btr ~ ; ~ - ~ ~ ~ , . _„QEUV 4 KN Ilill)G 14+ENT: Shipmanc vws retxived In gooa condr~ n except as herein noted snd servrces ordered vwra psrforDmsd. _ o Carrier ~~Cs 6o tranepprt lhs goods and efkcts tendered by lhs shipper sub~ct :~iadd for StoraQa D:<t to Iha procsdinB terms snd oonoilbns (Werehcusey Signed ~ dy CAFIiiIER OA AUTMORIZGD AIi~IV'r rehouaaman3t i Havens) NpLBURN pRINYINt3 8pt7-999-6680 www,mltbumprintinQ.tom $Q d?~533 BILL. OF LADIN(; (Qpre to Custvmsr 0efora 8fart of Job) ~~(/S; asp C~l~~' 7 r! ly3-mar>=~ nr?ov - - _ _ _ _ _ Ma r. 1 + ~7A"v1 No. F+ 1 b ~ - - ~ _ , PERS©E~~~ PE~OPEE~T~ 6NsE!(~,~C~ PAIE~fECf P'A~TfON F®E~li~ As a condition of !casing the storage unit shoo?n belov~; the storage fi{cility requires the occupan~~ of the storage unit ("X,esscc'~ to insure the Lessee's property against £ue, smoke, explosion, windstorm and a•atcr damage. Tlie Lcssce may participate in coverage ura{ngcd by the storage facilirs?; this crn~crage u>i!1 be provided through a licensed Agent. NEITHER 7'HE STORAGE CC)MPANY NQR'X'H,E LEASING AGENT ~ilRL YNSURANCE AGENTS. DT 1i1. CT' QULSi:G'_`S TC? ~lS~E:==; CJI,~:~; _ ~ 1 : r:~. ~'i,c:~<<:+ .^i:fi. f~: . • ~.\.-'J,}+.'ti~ F)i1.,1{ l jlC\~; (i l.~ 1 -fJ ~ •~i f - Lessec's Nurse(s): ~ ~ ~ ~ paciliq? Lcssce$ Address ~ ~ ~ ' ~ Address • ~ City, State, Zip ~ ~ Counq; City; State, Zip _ T,~ay?tirnc Phone # ~ ' ` ; • ~ - ~ Unit # ~ ~ nisk/ Cylinder X,ock (scl~ct) ? YES D NO Email Address ~ Effective laatc ~ ! ~ ~ ~ ~ ~ • i~~~1~:~1~L ~J. l.~`.~+~J ~i •`i ( i;l t fi+i.. ~ -f•~f~ ~ 6 .•t i,f , - -w~r~~ , a~~c propcrg? insurance of the type checked belovcr. A ropy of my po4cy Declarations page is attached as e~{tidence of coverage, I ~ agree to keep coverage in force during the rerr,o of my Icasa ln~urance Cu,nP;,n~- :\iamr: , Q HorncC?rr•ners Q Itenrrrti D 13u~inc,c ~~rarr. t;l C)~ l,~r (dea~Ibe) - _ a lit}- # 1.inut: S L•'tr~~rci~•c lla~~~ i ; 'I•ur,n• ` The Commercial Iriltnd Marine Self-Storage Insusance rrogram provides copcrage for ~~our personal property? while it is scored in the ' storage facility The program is written through The PDZA Insurance Group and co~aerAge is subject to their undcrwritirig requirements. Coverage is not "all rislt" and flood coverage is not provided. 1?ropcrty stored in open lot.{ or non-fully enclosed, secured guages or ~ ~ storage units is not eligible. Note: Application for coaeragc while the storage facility is under a wildfire ar hurricane watch or waning will not become effective until a.m, the day after the ~uc++ar:airig or watch is L'fted. This cnrollrntnt form contains only a general description of coverage And dots not coasbitutc an insurance contract. You w?~ be provided a CertiScatc of Insurance. Chick one: Coy?erag'c: rD O ~+3,(?UO O 55,OUt1 rJ Ochur: (up ~n ;i2(?,ODU) Monthly PrcnLitm: ` ,$b.00 S12.t10 ;i20.OG C:UJc: T}fie of Goods Sturcd ~'~uu•nc~~)d Gc,i?~ls/P~r~u~z:J Pry Ihrrc~ ' Q ~U~1nNlti/T?:lclr ~rc~reC[~ (describe) O <<+luclt• 1~~?;{t/Trailr,• (dacdee) 11L:.:~~~ a`Zf~~ ~.~':(~~-I;%+a'.~ (~!t..~l ~:r;:1 `.;-;1-_~+.•lil"', j - - I• agree to puticipau in the Commercial Inland IVlarinc Self-Storage Insurance Program from Bader Company; a licensed insurance agency, and co pwy the monthlS? premium when due. I underseand that a portion of the price X'm agreeing to pa}• fizz insurance covers the storagt eomp~tnp's coat of collecting, accounting for, and remitting premium co the insurance company. I urulerstand the scontge facility is not responsible for pzying my? premiums if I fail to make payment and Y understand that failure to pay my? prenuum when due will result in cancellation of the insurance, BYY signing below, T aclcno~i?kdge that Y understand the insurance I hat?e agreed to purchase will terminate if mp premium due is more than days delinquent under the terms of my certificate of insurance. I authorize re-instatement of said insurar?cc under the same terms and conditions vc?ithout completing a neµ~ insurance application form under the follo~idng circumstance:: Yam still renpng the same unit shov:?n on ~ny? original insurance eruollmcnt form. I understand that I will NC?T be charged premium for the period during u?hich co~~cragc had been terminated and that there is NO INSURANCE CO~~ERACiE for the period during which coverage had been terminated. 'x'herc is no loss or damage to any?propcsty? stored in this unit. If there ~~9s dunage to, or loss of, any? property stored in the unit that occurred after the coverage terminated for non-pAynnent, I undersrand that the insurance will nor apply- to this loss or damage and I agree that I a?ill nor file a clvm for said loss or damage ~r•ith tltc insurance company or j sto,ragc faciiic}c . ; f I Storage i(nsurtcnce -Bader Company Agent: Robert N. Bader ~ N. College Avenue CA Y.icense OB41561 Xxcdianapolir, IN r ' Bank America's Most Convenient Bank STATEMENT OF ACC r~ KAREN S DIPRIMA Page: Statement Period: Cust Ref Primary Accow~t ~ ACCOUNT ACTIVITY Transactions by Date (continued) DATE DESCRIPTION DEBIT CREDfT BALANCE VISA DDA PUR AUT VISA DDA PUR ARAMARK WACHOVIA CTR CON PHILADELPHIA * PA VISA DDA PUR AUT VISA DDA PUR ARAMARK WACHOVIA CTR CON PHILADELPHIA * PA VISA DDA PUR AUT VISA DDA PUR FIRE 1CE PHILADELPHIA * PA 6 DDA PURCHASE AUT DDA PURCHASE U HAUL MOVINQ MECHANICSBURG • PA DDA WITHDRAW AUT DDA WITHDRAW M T SOUTH MAR MECHANICSBURG * PA DDA PURCHASE AUT DDA PURCHASE WEGMANS CHERRY HILL * NJ VISA DDA PUR AUT VISA DDA PUR SHEETZ MECHANICBURG * PA VISA DDA PUR AUT VISA DDA PUR LIBERTY PLACE PHILADELPHIA * PA VISA DDA PUR AUT VISA DDA PUR BROOKSTONE * NH DDA PURCHASE AUT DDA PURCHASE ~ WEGMANS CHERRY HILL * NJ g ~ c c d c Cali 1-8C~0 YES-2000 ~~r 24-f?otar Direct. ~;~r~kirty service SANK OE.POSITS Fltl(, INSl11tE0 WWW.TDBANK.COM ifNlif4 ' WebBEST Receipt _ ra e ~ o~ t U-MAUI E UIPMENT CONTMCT OnMWs Return (IN) Contract No.: Lottery Food Mart Easton Rd Sunday PM ABINGTON, PA. 19~D01 Customer Name: Cust Ph -Email; Karen D~pnma 1 Lark lane NOrr~stown, PA Rental Date/Time: PM RaWrn Dsib/TInN: PM Dispatebin~ Ilotatbn: Days Allowed: 2 MI ANowad: Truck Dstsib: A~nOUr1t E ~ ~ ~ ~ Truck: TRUCK - Dc 2279M ' ~Z Mileage: OUT = ~ 1N = ~ I , ( ~ ' ~ ' ~ Extra Miles Ml p 20.40/MI): Total Truck Char+pa~: ><1.7i Totsi Equipment Charpss: ArnOUrlt SubTotal: t Rental Tax: Grsnd ToW: !i.l1 Previous Paid: Grd TTpo: Account: Auth: Cr~dK Card PiynNM: Vies XXXXXXXXXXXX2`31S Net Paid Today: • I confirm that during the term of my rental there was not an accident involving the rented U-Maul equipment and no incidence where this equipment struck or otherwise caused damage to any person or property either while on a public road or private property. There was no in)ury or damage sustained by me or any other drivers or passengers of this equipment. X-- X Customer Signature - (Karen Dlprima) Ayent Si~pnature i0) _ How are we doings Please go to http://www.uhaui.com/review and let us know if you received the level of quality and service you expect from this U-Haul location. https://webbest.uhauldealer.com/ContractPrinting/receipt.aspx?source=printing objects&g... - ~ n ~o o m O O ~ w 0 ~ Q ~ ~ ~ ~ ~ ~ ~ G + .-r O O o ~ w ~ n ~ ~ ~ N ,ore ~ ~ ~ o? N r` 0 ~ •.n a ' ~r,,. ~ ~ ~ ~ ,p. s co ~ £ O ~ Cam'! tT Uf N ~ 1 ~ tD _ ~ ~ r+' t]- c~ ~ G p' ~ co gyp, 4 N ~ ~ ~ ~ ~ ~ tp ~ N ~ N p ~ ~ r ~ co ~ G ~ W ~ tW w N t,r~ c^1y ~ ~ O O ~ ? N ~ iA 0 ~ Cl o ° ~ n ~ ? I 1"J ~ N fi G O w O_ N n ~ o ~ ~ N t,/~ ~ ~ O N m O? G O O O ~ ? p~ ~ p • :t7 w -t NN ~ rt ~ ~ .P ~ w ~ C ' ' ~ tD f O ..s tD C") (d ~ CO . e{:D O N g ~ f, , . - 7D ~ G p G tD ~ N ~ dp iR ~ Gti ~D 'T O rp y ~ ~ .P ~J ~ ar' Q'~ N ~v tJ+ N cD W J ~ ~ N d ~ t30 CT 0 tD ~ wt3' ~ * ~ ~ ~ ~ G W ~ N ~ ~ ~ 'C3~ (O n c!y ~p '~i ~ t0 ~ ~ cam? p ~ ~ ~ ~ o p ~ raj G~ f~+7 ~ ~ ~ N t0 C ~ O t'1'~ co ~ ~'oi cnvfw o vw ~ d ~ ~ ~ r,,N ~"'"ter cc' CT ~ - _ ~ Bank . • Y America's Most Convenier?t i3ank~ STATEMENT OF ,4000UNT I KAREN S DIPRIMA Page: 9 of 9 Statement Period: Jul O1 2010-Jul Cust Ref 365894708-631-I-* Primary Account as ~ a OIrIWI, M /,t« ~..~•-.C. a ~aao. a ~ ~ .:aito0 isoa: sc 5iq~7~ a• oao~ # • Bank Amerits't Most Convenjent Sank' STATEMENT OF ACCOUNT I KAREN S DIPRIMA Page: Statement Peri~~d: Au Cust Ref i~: Primary Account Cs/L- 7.73D~o~.N~ Ott M ~L~ ~ , ~ ~ 7 • ~..r ~~a~oo ~.oae ~s siq~,o o~ ~ 1 / 1 . ~ ~ Bank AtnKks~ Most Conw~k~ STA7EM E NT 0 F I~ C f I KAREN S DIPRIMA Page' Statement Period: Cust Ref Primary Account ~ Gerd , err. m f T ar o~~~ ~.01iQQ taDi~t i # 9 • Bank ' Amerka~s Most Convenient danN STATEMENT QF ACCT""- I KAREN S DIPRIMA Page: Statement Period: Cust Ref Primary Account # s.~-+~- y ~ yet SY~/ ~L _ _ ~ a..._ - - ~o lsoo uosK see 9o v o 6/I S. ~ ~ ~...a M ~r~~ ~ ~ ~ s ro ~ e s¦r ~ ~ 3 i00 ~iOMi i G 5i ~ r O ~ V. EISEN PAGE ~ ~ a~ • , ri ~ . ~ ~ ~ h...:i~ 1 ~ • .i .F. a~ ~4a ~ ~~',i 1 . C +F~ x`J? . ~.A ~ 1 y ~ M~ty Bn,a J. Wanhaiw~icy, Esq. CiunrMnpfNrn i Ch~mkaOA, P.C. N. 8~o0~~d !t. PA 717-23a~~ ~`a~ RE: Mar~h• aPr~ma Es~taa INVO Appraisal TOT DUE ~ZA0.00 please mak payable to: "Kerry Pae Auctioneers" And remit to: Kerry Peo Auctioneers 2 Chickadee Cirde Palmyra, PA KERRY PAE AVCTIOHEER~ •AudlonNrs •Liquidaton -Consult+~~ts ONYX LANDSCAPE ~t.,~ ` ~ • ~ 3 4 7 9 Fax onyxlandscspe@hotmail.com O ~ • - - - !mil i~- _ l_ _ _ _ DATE _ V~ ~`~JQF3 NO. NAME - _ - JOB LOCATION ~--t-l ~ _l t-I-~ ' ~s1 tEF~MS ~ • ~ > i ~oa _ _ _ - - _ _ _ _ _ ~ i _ _ _ _ _ ~ . _ _ ~ _ _ y _ - _ ~ _ 1 - r ~ ~ - . . THANK YOU I N V O I C E 1 S00 Paxton Street Harrisburg, PA P U B l I C A T I 0 N S www~ourna0lpub Xom ORDER TERM9~: Net Days INVOICE TO ADVERTISER Cunningham 8 Chemicoff, P.C. Cunningham 8 Chernicoff, P.C. Attn: B. J. Warshawsky P. O. Box Harrisburg, PA INVOICING: Advertiser DESCRIPTION OF CHARGES COST ~ CREDIT BALANCE _ PU6LICATION: CLASSIFIED/CENTRAL PENN BUS. JRNL COVER DATE: THEME: CLASSIFIED AD/CENTRAL PENN BUSINESS JRNL RATE CARD: DESCRIPTION OF AD: Legel listing: Estate of Martha Frances DiPrimn REP(S): MARK SUNDAY SIZE: LEGAL LISTING, PAGE: COLOR: 88W 0 ~ SPACE SUB-TOTAL: • BALANCE DUE: ~ W PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. approved May P. L.1784 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January and designated by the local courts as t),~e official legal periodical for the publication of all legal notices, and has, since January been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the :paid Cumberland Law Journal on the following dates, viz: June July 2 and July Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations iri the foregoing statements as to time, place and character of publication are true. . 'L /L ~sa arie Coyne, Edito SWORN TO AND SUBSCRIBED before me this 9 day of July, Notary Dihima, >I~artba 11`saaaaa a/k/a 1[asti~a t. Dtlriata, deed. Late of Mechanicsburg, Upper Al- len Township. Co-Executors: Frank J. DiPrima, Jr. and Karen DiPrima. NOTARIAL SEAL Attorney: Bruce J. Warshawaky, OEBORAM A COLI.INS Esquire, Cunningham & Cherni- Notary Publk Goff, P.C., North Second Street, Harrisburg, PA CARLISLE BOROUGH, CUMBERi 2N~02 OUNTY My Commis:ion Explna Ap _ _ _ Mar. ' : 27AV1 No. F. Arborf eld Home Owners Association Coventry Orive Mechanicsburg, PA x,7055 tune Re: Martha DiPrima Account Dear Frank, We were very sorry to hear about the death of your mother. We all enJoyed talking with her at our various parties. i would like to make you aware that our Assoclatlon Fees are ~ 105.Q0 per month. Your mother had paid only the first 3 months of I had emailed her a reminder letter at the end of April and obviously she was sick at that time and had not responded. Could you please call or-amatl me at your convenience to notify me how the account will be handled? Sincerely, Fran Hummer f ~.-~P~~` / ~ ~ ~ ~j~ fhhummer~?aot.com ~ : ~ ` ~ f + r ~ . ? / z,..~~ k ~ r l 'i L~, ~ • ~ ~o c ~ ~~3i5 ~~/~Z . ' ~ ~ ~y . ~ CUNNINGHAM d~ CHERNICOFF, P. C. N. 2nd Street, P.O. Box Harrisburg, PA Ph:(717) Fax:(717) Martha DiPrima Jul ?O10 Arbor Court Mechanicsburg, PA File Attention: Inv Re: Estate Planning DA"I'E DESCRIPTION HOURS AMOUNT I.AWYI~R May-18-10 Review Estate Planning documents. BJ W Telephone conference with Jeff Goyette. May-27-10 Email with Jeff. BJW Totals Total Fees, Disbursements Previous Balance Previous Payments Balance Due Now We Accept Visa & Mastercard FEE SUMMARY: Lawyer Hours Effective Rate Amount Bruce J. Warshawsky $ l _ _ _ _ { . , Y V ~ T A ~ ~ T) Cf173 ~ ~ , . ~ ~ ~~`;r C71 ~ FIX i~#i- - ol~Y~~an~ `j 0 ~''-M ~~y i~ !s} _ ~ ~ DATE ~ f _ ~ ~ ~ _ ~f'. . J08 NAME i + r , ~j J08 LOCATION ~ ~ . ~ ~sk a TERMS 1 ~~SC I ~ ~ L~ i- ~ ~ it ` / , r' ~ ~ i i r ~ ~ ~ k G 1^c~ ~ ? ' ~ - ~ - ~ ' ~ ~ ~ ~ ~ ~ ~ . t T L•t ~ N I[ V X11 1 May 1 1 1 : 28RM SMOKER SMITH sy ASSOCIATES ? p . 3 100011b057 PA-40 - Pennsylvania Income Tax Return ENTER ONE t.ETTER 4R NUMBER tN EACH t30X. Do Na Use Your Prep~M.d Label 2 4 2 2 8 D N Ext.n.lon. DIPRIMA N ~"'~'d'd MARTHA o~.Rto~+ RETIRED R R•«la.r~? swu.. PA N~aIdMRlNontwld.nd?~rti-Y..~ Resid.M pa~p~ from m SfngledMarrNd. F7inq JoiMylM~rrwd, FAMap $~p.r+.INy/fkNi R~IurNCl~oyNd C/0 FRANK DIPRIMA .1R • oa.a<d..~n Z 2 N T A D AL E D R N F.rrn~r.. DILLS6URG PA Z?019 su,oat)i.wlo~tW.m. 11ECHANICSBUR6 1a Oroes Compenaalbn. Do not include s~oempt incorue. such as oombet zone pay end ~d D qualifying rotiroment bertiedts. See the lr~siructiona. 1 b Urxeknbursed Employee ewinsss E~ss?sss. ]~b 0 1c I+IeI Compensalbn. Subtract Line 1b horn Line 1~a. ~ C 0 2 tnosrest lnoane. Complete PA 8cheduls A N requred. 2 Z 4 Z? 3 3 Dhridend and Capital Oahu Distritwtlons Interns. Complete PA SchaduM d it required. ~ 2 5 Net Income or Loes from the Operation of a Busiinees, Protsssion or Farm. 4 D S Net C3ain or Loss Aron the isle, Exchange or DispoeNlon of Property. 3 0 d Net Inoome or Loss from Rents. Royalties. Patents a Copyrights. 6 2 5 Z 0 7 fsteee or Trust Income. Complete and submit PA achedwle J. 7 ~ 8 Gamt~ end Lottery Winnings. Complete •nd subrt?It PA ScMdule T. 8 0 9 Tobal PA Taxable Income. Add only the positive income amounts 11rom ones 1c, 9 0 0 tb 7 and DO NOT ADO any losses reported on Lines 5 or Other Oeductlons. Enter the appropriate code for the type of deduction. N D See the irtstruCtieons for additior?al infamatton. Ac~uatsd PA Taxable Income. 3ubt rod Liras tram Liras 3 ~ j 9 0 D 8 EC i~ 1 of T FC r"'-r"'~ f""1""t May 1 1 1 : 29RM SMOKER SMITH >L ASSOCIATES p, 4 1D0021dD63 PA-~0 Sold Security Number Narns(s) 111lRTHA DIPRIMA PA Tax Lisbl{I~I. MuttJplY Line bar 3.OT par+eent S b 4 Tool PA Tex VYlthheid. See the inatrtx;tior?s. 0 Crsdll trorn your PA Income Tax rshun. Q ~s zoto Esamated k~etellment Payments. 3 4 0 Exhr»ion Payment. l6 0 1 T Nonresident Tex Wllhhdd 1bm your PA dehadtele(s} N~tlC-1. (NonrosldeMs only) Z ? Q rout Esdrrrtad Pss?msnb end cndita. Add ones 1s end t7. Z 8 3 y 0 Tex Forgiwnaee Cndlt. 8ubmk PA schedule >!P. Fitinp Status: Unnrntud or sspara/sd OQ MarrNd Deaeesed d 0 0 19b Dspertdsnts, Part Une PA st:h.dttN sP 19b DO ToW Eli~lb0ty InCOrna from Part C, Line PA satNduis 1SP. Q Taos Forphreneaa CredR from Part D, Line PA 1;cMdule sP. Q Resident Credit. Submit your PA Schodttls(s) d-R wilh your PA ScMduN(s) G-S, O-L and/or RK-1. 2 2 0 Total Other l,.redlts. Submit youc PA schaduN OC. 2 3 Q TOTAL PAYIfiEN'T3 and CREDiTa. Add Lines and 2 4 3 4 0 TAX DUE. K Line fs more than line enter the dilMsrenca hero. 2 5 2 ~ 4 2t3 Penaitia and Interest. See the inslRiclfona. ErMar code: E 2 6 2 K including tome REV-1830/REY-1tT30A, mark the box. Y TOTAL PAYIAAENT DUE. See the N~structiona. 2 7 2 4 6 OM1/ERPAYN3ENT. H Line is more than the total of Line end Lino enter 2 0 the diMleronae hero. Ths t~oW of LNtas 2>f through must squd Lira 2>L Reti<x~d - MiouM of Line you went as a check mafkd to you. Re+hrnd Q er.dn - Arnamt of Una 2a you want ss a credit ro your estimated accotmt. 31D D Amount of LMe you went fo donate b the Yhid RNOtrrce Conaenrsttliort Fund. 3 0 Amount Of Line 2B you wan to donate b tM IYtlikary FanMy Relitrf Assistatnce P'ropratn. 3 2 0 Amount of line you went to donate to the C3o~wrror Robert P. Casey Matttorisl 3 0 Orgsn and Tissue Donatbn AwarenNS Trust Pund Amount of Line 2a you want m donate to the JwenNs (Type DiaDatas Con 3 4 0 Research Fund. Amount of Lhe you want to donate to the PA 9raast Ca~noar Coalitbn's srwst 3 5 0 and Grvkal Csttcsr Research Pond. 9lpnattJro(s).ll~? paiaNsr al Derr, i (ws) declea set i (wy ~e exemNiM Irk haad4p e1 acp ecAeduNe and deMnNrMe, end b h Deb of ep (Dort pNr1. tM~r em foe. aornct, end eort~pl~te. Your Signature SQouse'a Siprtottxe. N fl~rg jointly E-FN Opt Out N Prepsra's Name and Telephone Number Dale Firm FEIN ?Z?-533-5254 wok r, ssr~rrN P00`37?9Z Pag• = s ¦ May 1 1 1 : 29AM SMOKER SMITH ~ ASSOCIATES ? P . 5 Z00121002a PA SCHEDULE A!B cis Intiereet lnconNlDMdend h~come P"''°'`'"d~'.~° ~p*~pl OFFICIAL USE ON!_Y It you need move syace, you may atwtooooy. t~m• snorn+ ant on n,• PA-~M tr /11rw iio~ndf?) scow Sawrly Numbu (sAowr lksq ~dartha Diprima t„A1J'tilt~ F•darai and PA runs for ta~rabls YNu•st and dNdand ttaonra sn dllaronl Reed tlw Inatrt~lons. It yov t~xabla iM~r~ast and diridand hoorns an ~•dr x.500 a I•as, you swat rapoA th• income, but do not rtsad 1n submit any scMdula. tf •Nhar your tnbrsat iI1COrT1a Ot ditiidarxt hrcortrs k ~ than tl't,5po, you must submit a PA 8chsdU• A andbr rA-JO A - - l~lton Sank 3 LPL !'inaaaial S~rvic~s 8 LP'L ~inanaial 3ssrvit~a 6 2 To~1al Inirr+est Inoo,n:. Add aN amounfa listed (indudnn anwunb on add _dules) 3 Distributlorts firm Lik tttsurance. Anrx~Nv or Endowment Contract included in federal taxable Ntoome Distrlbt~tbrr from Chsrilabk Oi1t Annuities included in federal taxable ktaorne t3. Dietributloi!ta room lRC Section 4wNAed Tuitfott Proorams tior non educational otavoses ~ Dietribulfons from I~sM9VMedical Swlnne Accotxtts included M't bderal taxabk income t3. Intetset inoante kom Pa S oorcaatiota tend arb~erahio(t?1. bom r~our PA Schedule(s) RK 7 T, Total PA-TexsbN Inbenet income. Add Unea 3 S. 6 and 7 Enter on Lins 2 of your PA-40 _ IMPORTANT: Capital Gams DfetMbutlone ah dlvirNnd incowte 1br PA purposes. PA SCHEDULE B - PA-Taxable Dividend and PA,40 a cos-~o~ Capital Gams Dlatributiona Income ra.. t~,. ~t~,~r,.. Coles R,sal sstata Invaatsaats Inland ]~ricaa Real astata 1 3Z6 LPL Financial S~rvic~s gg I~PZ Financial Sarvicas _ L Total Dividend N~aorne. Add eN arnour>ts tilted (including amourite on ttddlttona~t acriedutss) 2 S. Cadtal Gekte Disiribuliona -Bee irrtrtKtlons A Dividend income from PA S oaoaarottta! snd ~ttn~hipe trgn yg~r PA ScNeOt~le(s~ AK 1 4 a. Total PA-Tmcable plridend tt~cotne. Add Lire 2 3 and ~ Enter on Llne 3 c/ your PA-40 g, 2 g Ma ~ 1 1 1 : 29RM SMOKER SMITH d ASSOCIATES p. 6 ZD01310026 i *MO 3C a _ OFFICIAL USE ONLY K you need more space, you may photocopy. Name of the taxpayer fNhq this schedule Social Security Number (shown ~ Idat`rtha Di rimes Iniapoftr~ tssth spouts yeast tic s ssprslr PA ScAedr~la D b fapert tb or Mr trip. M ssNlnq loYrOy owned pr~opM~r, spouaa resat suonw ~ s+panUe PA 9arsdila O tbt only that pn~psftrr. A ~ nntr not oM~st hWlNr Fibs Porwa apslnsl 1lrs oMst spouati ptbt N tlOnp ~~M ~ esO>np l~r oNOSd p~pMt?, sadi tP~ repotM MMrer alma sl tM tlNn jbrq iiom the PA ildrsduls D for M 1~ssla. Ts~paysfs arutt r+adr tubstlt ~ Dopy al M PASchedub 4 Rear rtes Natirttloaa. Enbar N sacs. sxcbr+p~ a o~Ow d~potlbnt at ear a praaorgl bnpibl~ and ipt~~ WoDsi11. ~dn0 tnAarlt~0 O~h• MnOWMt trorrr fad~tM SoltadiAa D rash rot carsat tot PA t+ioorrri trK pu NanrisidsnM should recd the I~sbnc~ont inisn N Ora ostuN it s bat, aaftt tln tls wMr an X arr>d b Oia Nna. (a? (b~ (a1 ld! tot m oaectlb. tlrs propsrttr: Dab acquired: DsAa sold: Gross sales price Coat or sd~ustsd c3ain or lose: 1oD shares of XYZ crock or IulotrttUdyry•ar Monrlr~airN..? bss expenses be~sis of the (e) iP a loan, rTIMk the apprapMM acres b Dsu C Of sale said spnoa wiw an X in t~ ]?~Llnabra.ta >!~n o2/oe oe o2/os io Loss saton »at' 1 gun OT various toss S60 ~nrs p>t Bd r oe l9 7 7 ~ joss toss toss t.osa Loss toss Loss Loss toss toss Lo toss Loss Loss i.oss Loss Loss lass Net pairs {lose) from above sabs.. , , _ „ . . . . . . . . . . . . . . toss X 3 t3ain from instaNrneft't sales from PA Schedule D~-1 Taoubb distributions from C corpoMiana. _ . _ . , Enter total distributbn Minus adjusted bash = S. IVeI (loss) from the sale of property tom PA Stdlsduk D-T1...... • , • . . . . . . . . ~o8s t3. Net PA 3 oorpvration and yartnershb,safn (bss) from your PA 3chradule(a) RK-1 or NRK-1 , . , . , ~06s ~ Ta~cable n from r<el a nc n ' R Cdumro e th h e and enter t sin on Urle (U (b) (e) (fl Address of Data acquired: Date sold: Qross cabs price Cost or adjusted basis Gain ar bas: reaidenoe MorMrVd ar Mcrtthfd lease rtes of sab d the Hold d minus e Taxable gain from the sale of yetr prirtdpel residerloe. I(you reeflzed a bas an the seb of your pnc~ipal residence. enter a zees It lieu reaN¢ed a 4tirlAoes on tt?s Gale d file nonresidertibi taortlon d your prirx~pal residence; enter the irliormstion on t.be 1 Taxable dlatribtdions from aartr»tstlbs 9rom REV-999 PT. B. Taxable diNributions from PA 3 co raliorn from REN-998 PT. 7exabb }from escehange of insurance eyrrlrscds... . ~ i...i,, fast PA laorabN am ~Ota). /1b lM~ss 2 alrouah Enter aft Uns S d tour PA-,0. IM ¦ rrt bta mark tM ~ooraoASf: aoaos wlOr an ?U. • , LOSS 3 May 1 1 1 : 29AM SMOKER SMITH b ASSOCIATES p . 7 loozyzoo2~ PA SCHEDULE E ct> Reels and PAJO Schedule E 1 Q FF ONLY N ou have more than tlree ro rtsas ou m this schedule. Msn+e of t~t» oaxpaYer t1Y~p ~ sch~duM Soad Sacxsb Nlu++ber (al+o+rn liraq I~s?rtha Di rims see the InsasatloM. Report itle rroome and a~w»es for tfie we d ~ ~ ~ ~ ~~.b ~t d w~+pyirow vroP•~1t~ t °t ol, tae and duet mMwatt from your property. end Mn uw d)~ P~^d n+i+sr+ds tro~n your or onxewia f^ortt hour end cos~?rlOhb - we PA Scherkre C. _ PaR Ay Prooertt? cridtlon' Show address and W of 9sch ntrttsl rosl o•r:~ andlOr each a0000e d rovslhr i<1COttle. _ Klnd P Far Ptro11t Addtiss ,rEa , . A NIO YES 9 NO , YE8 C NO Part bantlly the property hart Pact A and indicalt K the owner is the tax ~ the nanN ahoMm drat on the P Or ale or K owned In~posbrnt: 3paiees may eat oAsat Moores and losses. P A P d P C T 8 J ~ T J T s J Ir~corne t . Rent rooelwd Z. R Mies AdMertisln9 , Aulornobile and tt'svei , . . 'S. ClsoMnp and mrinterwnoe , . , Connmissione . . Msuranoe l.epal and ptotbssfonal tees S. MarwgemeM fees . MortBs~s kkerest C~heriMerast Repsin Supplies Taxes -eat based on net income 1S. Utilities anon ex e 1 . 11t PA tMt? does not penntt am ttiderel bones depntctalton. PA law Ilmtb the tRC Section expsewn0 to s2s,o0a. 9+a tl+e lnsbuerons. ~~e~............ t7. _ 1 Total rws - Add.L 3.1M lncorrw r InoortAe - &aact t.tir ~s 1Mom t.Ma t a Z , , ~ T0. LOM - . 1 2 fiam In 1 e. Brit Ne eo t a ~ bat tWrt Income or Lose Total Lines It3 and . (Msrk the box wNh an '7C", ff s net kws) ? Z2. Rent or roysNy income (foss) from PA S corporatlon(a) and psrtnernl>ipa trvrn your PA Schedule(s) RK 1 or NRK-1 (Marts the box wkh an'7C", H a net lasa) ~ Z S Wet iLent end Rogslty Mloorne (Los9f JWe Linea ala a suDmn~rp more Mw?n one :a~sduie, total alb smounr, atr~d include on Lhe 8 d your PA-40 . (Mark the box vNth an 'x', ii s nee toes) ? 2 , S May 1 1 1 : 29AM SMOKER SMITH ly ASSOCIATES ? p . 8 Rt<v'~0 UNDERPAYMENT Of pennsytvania EgTIMATED TAX Z~ °EPa~TUF"z of I~vENUE 6Y INDIVIDllAL3 BUREAU OF INDIVIDUAL TAXES Nana era atti0~alr1 on PMO Social Saouttty Phlfnber ~ta~ctha Diprima sa.ac ~ddr..a M~atat3al• Dr ar Peat Oflfea St.1a ZIP Coda Dillsbu PA 1a. 2or10 lax LtabNMy groat LiM 1s d Form PMO......... , 1a. S84 1a Naltlply th. arr+aun/ an Una br . . 1b. 6 Z /bdd Iha an~ounh reported on Litres ~ arld d Fate PA-A0. , . _ s. Sut~tract Lha ~ tYom LMts ta. tr rawlt is wa than =z4a..lop tiara. . . . . s. 4 sut>~ Lira s ttror+r Lh.1a ~ ' , , , . t.,.~~:..~, 5Z 6 E~ i3 rlrrpi. '.4~$f ::x 3 2 'y.••,k?~':1}rt:}:;}"45~: pqv ;~,.~j'.~. t ¢ •i17~~~~~~~~` Fw ~`.'J~~~~~~ • . , • • S ~Q{~' t:'.M':Yt~ v:: . • 1.i?..: ~•~Tj', ~Y. s b c d 1 J 1 J .1d DMda List t by tba numlar a pay~rrwtia ra0dard for tin year (tratraAy tourl. EMar dr raatdt In thr approprirla oo~rarr•.. s. d. Einatae Irc paid hdfadNtp anyway cradN trorn piavbaa s«...... e. T. Or+wvatnaertt t~ lNr from • prwlou~ padod. sea ir.rt+Cliora ~ 7 $ s. Add Lwwa a a~ i ~ s. (indarpaytrnnt suetraa ?1r?e 0 trvrn ua. s. M Coluaas • throupt? d era ~ taro, sdp haw. No pasaRy b d~+a.... 5 4 2 OrrarpaymarM. Subtract lku S from Lyra d M Col,rrrrs • Mwouph d aN shot an o~wrparrnant. abp ItOra. No panslpr reua....... to. You wNl naR Aava b pay knaraat on tAa ~ryayinar>< N lira taut payrnNMa you nrada as shown ti PsA N. LM• wars P.Id on tiwa and Ella aawur+t •Iwwa on Part N. Una Ira equal to a nwra than tlr artrtount In Part L.Ma or Una for the aanta paYntanl parlod. Thta aoooaptbn dose not apply H You dfd not Ala a trtrba'rf for t~lta pebr year Or K t1N p>rtor yaara ntum ta+sa flied N a paat~raar raaMMnt a b c d EXCt:FfiON 1 NIORItlIIEET -PaA Ljna CakalAsn June . Jan. 2Q11 A Obida tM aenormrt mporbd b Part A l.M1a 1 Dy Erttar 1M aarounf h each et the bur ooluarrta. d. Enrr iris aatlraaMd payrrranY reported h PaR I, Llrra Enter ha payrnuMe under m. ~relahtaal pMo~ in.ladt grey wew off. 3 4 0 C. Add L;nas A and B une.r ..d, ooQ,nrn. 0 Enrrtlra smourrh uta.don Eaao~r'+, wotMsh.d, Un. c. Fa Cobras a title le !M amount fom Llw C aborts. For Ct>Vren p add tlls artrountt d CaiNnrte a afld b tarn lM C; br Coitrrm a add rte anrarrb t>worn Cobrwra s. b and sw and br CObntn d arW f» artlOYrrd rOm Colrrar+s s, b, c and d. , 0 3 4 0 3 4 0 0 1Z. rueaeptla+ 1 - Tact on hoonra uarq tar rfrle. Nrtruabna. ,s. 6 1 1 K the arrwuxrt on Lino h agwl 1p tx praair than Lino you rb not owe panaNy tar 1AM ouarMr and you should piaoe an X in tM appligbla box on Lht 14a or 1~b for tMt awrrtarr. D(CEPTIOM 2 VMORKaMEC-f - Uea Ihis workshaaR your N>Lana w¦s aanrad unawnty throuphou12010 anQ your asYrnatad tax paymanb, tear wMhhaldwOa and Q.dts .goal at Irru1 t0 parcrant of tM tax o~n r h ibr tM D~t.PTDIt 7IfrOM~NEtdT - ixaR µ Line tl CaiwrMtllaw -06/x1/4o a~1ro,Ito - Oars1/+o olrot /,o - / y31M 0 A. Enter ytrlR duel tta,able hoome br the perbd, _ . B. Alut' LUra A 3.0T 1 Tl?it a rite tax 1Z. brupdan 2 - tar on hcvrtre war ttrraa, Ara, aijtltt Er>tar Enter 00li En1ar Errtat trOK L aio~N a~rloAra. EnMrar pNartt d ExC~pfon 2 Ln a May 1 1 1 : 30AM SMOKER SMITH d ASSOCIATES ? p . g Njirtbs Di rims 242-28-~13C Foml REV s a- { :L•: J.! r • • r. r } +\ry }X: •ti n~}i :.v S'i:":<fi:: S ~~t< it{<C• ( ~:<i ~rr ~~r.. :l ~i+~'.! Z2:: .•i: Sj > '>!t'?iYr f:;•!..}.r{y •;,.CP.•.`~••~1: ~:•y• 'h . F{.•r ;r'}~{ r.;.~.r.,.;S:{:~:! I ~ . f• Enter ttts amounu Nom P.rt t.be >a. 1i. 5 ~ 14a. Nuatlar of dt+ye eibr ~ deh d afrnteNd , • . ~ a«,ar+cl,ar+oetlrdannwlo.rn.n~orac. `:};ja<,.:~. < 'j::;;.;•;; sal a, wnt~.wr r es~ler. M oac. r ~ ~ t / ~•7g 4 I:~•:•:: Yr~~ :t srMr, erMir Zs0• tll8 and I~npectlwAr. • • • • • 1w. idb• Num06t of days afMr aW dal( d aatin~aNd i~~ ~ , s. : , .i3, ~s b~rt >~~.'o~n5'"; ~,"~,.n _~-r-~` < V.L. r 1 ~ { n } °rs? {.'n r,{.{q r..+,x 1 I-I""-" 'band a~t:MadlnO delta Vl~~ y#~~ r:r~~•. n ~~'r •I yV %A: ./r::•, •ry• ~~rJJ. ~ Jr psytl~sntorApr# whichsvar is :f.~ t ,i~.r"''%~:<:~1;?' ~ i ~arlsr. K llpril Is stMfsr. snNr 14b ! ~~r'.+~i±>•3~:~ ~'~n'• . Ida Number o1 days other Dac. b :•:S;;~:.i> :x ' ~s:~=i>.~;: •~AF.St:~; ar~d hc~udinp dale d amtartl payn+snt or ~•;;y: :x,K$:wy.. 1 W A rry¢F~/~y~' sdg'~ /?prN 8i, hichawr Y satilsr. if Ap ':~f 1 a k 6eiAhr, arils( to each column. 11a 1 ~ 8 y~;>F`~ S' < 1'.f~. t+lu+ibsr d dsrs on tJtN tIt lore OD01 / 0 c:rS"~w lure underpsyRleM cn Ltir 1'.la. 1 ~ 1trb. Number d deye os Una 1db tlnNe '%~?f~: ~`~E~l~ ~ ` -y 1 !tutee undefprPt+e¦1 on Urn , 1 i . ''"~''t 1lfc. Nueibet d ~ on t.be 1,C tlnre o~000082 • • • tlrnet tstderpayrnent oa lJne , 1 £ o' 1d. Inlsreet. Add amastb on Unas 15a, b ¦nd a Masc. ehedc payat~ls b PA Ospartenant aT Rwanw . • , td. 2 SpEgAL, EXCEPTION INFORM~?TION Prase srtMr tiw lbllowlr?p h+lbrmabn to wally tilts oon„et appNettlon d tM epacW ~xcaptlons rt/s: A. Enlsr thr sntount d yorr PA TaK Liabllly (Lkls trom your x008 PA•10 tax MtNn), Nss ttta sntounts ltvnt Lava 1 and t'nor~n Toca Z00o PMO tax nNlxrl.......... • • . B. Did you quaNy 1br parrant Taec Fo~wnsss on your PA-40 tax Mum? Ysy ~ No tf ttlts anwunt tlor Ltr A i 8Z48 or prsatrr, or i/ you do not answer "Yes' b t.hn B, you do not gMSy for 1hw spacial sxospkm. To Oa Mipfbb tlor tlta aRaeiel sooosptloR, you mttst ale+o maka aa8rnaled psymsrtls bepMritp in pts psrlod in nelridc it baoon+ea known that irtoo~rla not subjsot b srAhhoidlnp Mri etcossd Sea the krtruetiora tlor •DET!<RMINING TtiE UNDERPAYMENT AMOUNT ON 11VHICH THE IIDDITifli OF INl'EREBT MAY tiE A33ESSED' on Pape d for addNlonal inbmoation. FN.ING T1Ps Ths dsparbiaeM cakulalas Mta tblkiwinp uslrq tiro dsdmaJ phoss: • Lirw tb and Li»a t ~ldt d Part I; • lJrtss tf, C and d E~aception 1 d Part • L.ins d Ezeaptlon 2 of Psrl It; sn0 • Linos Ida lhrouph of PsR NI Roundlnp b wt?ole dollars V utlfsed oNy ~ the io8o~wirp: • Lk~ss 1a, 2 and 9 d Pail Lk+s d Exuptbn 1 d Part tl; sod • Lt+~ss A and 6 d F~reaption 2 0l Part IIr TM depertncsnt devebped asvaral acamplss Musbatinp whore 1M sslimalW wldarpsyrrtertt panslly k appNcabN, ae war n when the vsrbue s~aosptlorls appy. Plessa ss+s tha REW samples doournsrrt anr+a~ls on 6+a dapartmant's wabaMa at www,rhranw.stabe.pa.ua. .r.~r.~.v.•r. v.~v... r ~•.~n:~•!: ~•.y;,..•.,•, p•,y' ;rr; .;.:.}~~~:r:S:~i .'D:, y:tit:!:•.:•ny y:r,: q•:; ;:r;:"•}y}}:'{{' j~)' .-t., ..r:<r};}:{{r,•»: .r..r •Y•.• Y{~ . ~ '•r r r:'r:~7• i .•t {y f ¢ r•.';!'<7• [y~~[ . .~f,~}~l~ ~~y,~~i~ 2s .,fi~;Y.:;~~•:t':t~.:;F;:. '~z•7y$~:, ty ~ i ~i 3:£f~•{.;..•,:..;5•r,::.. .~'L',j-•r}~ t•:' • . ~!~!•!rrr.: :.{~~i~ .ri}'h~.!}i, rn ;tl'•$~'~~y!':'... i.rr:0y,.,;{.,r~;.:4'rr,• ;:~..:?:O: ~V: ~C}• S~:S lY, { :i.Y':s~ f¢~; rr31.~.2rrr::. r~ s ~'...•.N~r•. r•N;t _ \6:4'r 'r~ r <4f . 4:•r•••(.,•,.;..:~X;~AG.. _aFt.. . 1 rt Ed1¦erd PayrnMM 211d EeBntaled Payment 3rd Eslmaled Peynrnt 41f1 EI1M11Med PaynMrK ow oar du. Dw a. osle Owe Der llndarparntent id7s.TS ~73.T5 73.7a 14a. Days cats M~nouph 12n 1n0 (tat, 2nd and 3b sstlmaled • • • s:; • s yyggaay~~ payrtlent due detss} 14a. tlb. Days Isle through ON18l11(41h M1Nmatsd• - • . ' • ~ ; ~ ~ : • • , ; I 2f rr S}'y r~~y}S'Sr. ~ rlirr .y~r~¢i p~aymar?t d1N da/e) 14b. s' •.!3f.~#: .v:%;: ~:s'`p~~5~y. d~: ~#ti? ' tae. Days rte 011C1N 1 b t~/118111 (tat, 2nd and 3rd ssttnatad ~ • . {r pt?m.nt dR,. dates) . • 14a. 1 t tae` 15s. Days oA Uns U4a tlmss OaM~I Interest rrM) ,~v ttrttas undorpayntsnt d is73. T6 - 1 Ss. 510.3T - rry~e y i;SY w• r t;~ •.%:;:;{:w ..k: 16b. On 4na 14b tines 0 lore ; v;w v •r: . • • • , : . •YVWVZ (LY da~? rest rr { 7T R-7'~'. I r ! ! ~ P Yi q f! 15b. .:r~.;Vl :v. x. { Kt ~ ~ tin,.. undarpsyrtneM of s,ra.Ta n E ' # ~ ~ < ! tea t]aya on Lino 14a tlmaa dally intanat rrlej r • ~ ' tmsa undsrpayrnsnt d ti~1T3.75 15c u ~n e. z M a ~ 11:28AM SMOKER SMITH d ASSOCIATES p.2 p~nnsytvants pq-V Ps ment Voucher (on botlom of pale) - - _ _ - - - - Cllr MERE _ - _ _ - _ 242-2b-013D DI ZD0091905b PAYMENT AMOUNT DIPRInA MARTHA * Z2 MONTADALE DR D I L L S B U R G Maki chick or monyr order P A DEPARTMENT USE ONLY pa~?ab~e to ~ P~nnsyhraNa WEST SHORE EMS -BLS GRANDVIEW AVE SUITE CAMP HILL, PA V~~]EST SHORE Phone Federal Tax ID: PATIENT NAME: MARTHA DIPRIMA PATIENT NUMBER: WCS CALL NUMBER: 204;i26W NONE INSURANCE: DATE OF CALL: TIME OF CALL: PM CALLER: HOLY SPIRIT HOSPITAL 204326W FROM: HOLY SPIRIT HOSPITAL To: ARBOR CT MARTHA DIPRIMA ARBOR CT REASON(S) ROIITINE TRANSPORT MECHANICSBURG, PA FOR TRANSPORT ~N voisciE DESCRIPTION OF CHARGE QUANTITY UNIT PRICE AMOUNT STRETCHER One Way Transport T2005 Transport Van Mileage S0209 Total Char s DESCRIPTION OF PAYMENT RECEIPT PAYMENT DATE AMOUNT . _ ~ ~ t PLEASE PAY THIS AMOUNT -INVOICE DUE UPON RECEIPT RETURNED CHECK FEE COMMONWEALTH OF PENNSYLVANIA REV-1 EX11 DEPARTMENT OF REVENUE BUREAU OF tNDIViDUAI TAXES DEPT.28060t HARRISBURG, PA PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD DIPRIMA KAREN ED ANN ROAD ORELAND, PA ACN ASSESSMENT AMOUNT CONTROL NUMBER fob ( S ESTATE INFORMATION: ssrv: 242-2a-o~ so FILE NUMBER: ~ DECEDENT NAME: DIPRIMA MARTHA FRANCES ~ DATE OF PAYMENT: POSTMARK DATE: , COUNTY: CUMBERLAND ~ DATE OF DEATH: TOTAL AMOUNT PAID: S120,000.00 REMARKS: KAREN DIPRIMA CHECK>~ INITIALS: WZ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF' WILLS TAXPAYER