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07-22-11 (3)
Ex (o1-1 a} OFFICIAL USE ONLY PA Department of Revenue pertnsylvania county code Year File Number Bureau of Individual Taxes ~°^RTrourcFRevsNUe PO 60X.2$0601 INHERITANCE TAX RETURN 0 5 5 0 Harrisburg, PA RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social 5ecurify Number Date of Death Date of Birth Decedent's Last Name SufFix Decedent's First Name MI BOONS HESDI C {tf Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffx Spouse's First Name Mi Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL tN APPROPRIATE OVALS BELOW Original Return ? Supplemental Return ? Remainder Retum (date of death prior to Limited Estate ? 4a. Future Interest Corrrpromise ? Federal Estate Tax Return Required ? (date of death after © 6 Decedent Died Testate ? ~q~arkteCopyra~f Trust)a Living Trust Total Number of Safe Deposit Boxes (Attach Copy of Will) ? Litigation Proceeds Received Spousal Povert~Credt {dale ~f death ? 11-Election to tax under Sec. 9113(A} ? petweer' 1 and (Attach SCh. O} CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONBl;NCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOE Name Daytime Telephone Number JAMES D BOGAR 7 S 7 REGISTER OF IN E ONCE ~:~'.:a c,,,,., First line of address ~ ~ CV ~ ; , , . ONE WEST MAIN STREET _ Second line of address ~ DATE FILED City or Post Office State ZIP Code SHIREMANSTOWN PA Correspondent's email address: jbogar@bOgarlaW.COm Under penalties of perjury, 1 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 prepaner other than the persona! representatrve is based on ail information of which preparer has any knowledge. SIGNATURE O PE N R PON B~R FILING RN DATE Michael D. Boone U ADDRESS V ~ co uan Oaks Lane 1Noodbrid a YA V S1GNA E F PREP OTHER THAN REPRESENTATIVE UATL James D. Bogar ~ f 1 ADORES One West Main Street, Shiremanstown, PA Side 1 PA 1 nheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Boone, Heidi C. Under penalties of perjury, (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 representafiive is based on all information of which preparer has any knowledge. Signature Name Rlcha d A. Boone Address1 Winding Lane Address2 City, State, Zlp New Holland. PA Date ~ REV-1500 EX Decedent's Social Security Number DecedenYsName: BOOne, Heidi C. RECAPITULATION Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... Mortgages & Notes Receivable (Schedule D) Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) Jointly Owned Property (Schedule F) ? Separate Billing Requested............ Inter-Vivos Transfers & Miscellaneous I~nq Probate Property 1 , 2 3 9 , 0 . 2 7 (Schedule G) u Separate Billing Requested............ Total Gross Assets (total Lines g. 1 , , 8 7 Funeral Expenses & Administrative Costs (Schedule H) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) Total Deductions (total Lines 9 & ~ Net Value of Estate (Line 8 minus Line ~ 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 1 , 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 0 . 0 0 Amount of Line taxable 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 0 0 0 0 Tax Due FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ? Side 2 15D5610243 REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Boone, Heidi C. STREET ADDRESS Crandon Way 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. ~ 2 _ y ILLS, AGENT. Make Check Pa able to REGISTER OF W ~:t a 1 'A..., a ~ ~ '}`s r ! a s wM r r ~ r ~n + 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? ? ?x Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ?x ? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ? ? contains a beneficiary designation? X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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-1503 EX+ SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Boone, Heidi C. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Series HH Savings Bonds - and - Series HH Savings Bonds. See attached copies. These bonds were title to Heidi C. Boone or John A. Boone. The said John A. Boone died November whereupon full and complete title became vested in Heidi C. Boone, surviving spouse. 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. 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INT AtST..G £ASES_. .O YEAR., FRON:I55 ilE GATE OF ~ . _ _ i ~ - _ - _ - FE K _ . r;, _ ~ - ~h _ - - - - - ~ - . - - I -~c ~ ~ ~ ~ X1.5 ~ '~E~~~~ ltVT~RE5T ~ _ _ _ ~ L M 624bb85HH i - _ _ _ r , . , 1 I . - - ' t 6 „ryALLlAY A.~A'N~y:~C~TtiM~ SI~gMONTNS AFT [Ry+D;A~T~[^PO~P~S(~SUC~: ` - ~~~lE)%~G'~ru~~~lTii~ _ INTER ESI' CEASES YEAR5 _ FRORt ISSUE Dl TE OF.. _ 9 I ' , I . - ~ ~ I - `i _ u, ~ t; _ ` x , >fs- ~ _ _ , - - - _ _ - _ - ~ - z._~~~.~ M:b Cab 68b~f_~ w _ L5 X0006 - - ' _ . . _ x ! 1VV:~A1 ° 1 ~ : 1 i .W P !Y AT.w NY T1ME i11t O THS~j. ~F T~I,-RyO,yATl~'0~I'161U! ~c - - _ ~ - _ ~~3{+~~~t~~~7~lVJf.l1~~'~7~1 - -I hIT~RG$T_CEA.SE S.20 YEAR5. FROM ISSllE OAl'E OFD - _ _ _ { . ' ~ . =~-r, - r } I ~ , ~ _ _ _ _ . . r~ ,y. , - r. - _ _ _ ~ , _ _ _ _ _ _ _ 1 . _ ~ _ 'i - _ 4 - ~ _ _ _ - } - = - _ M 8 ~ ~i H ~ - = 2~,668''~~l' ~l Tri ~ a.'s~ifv.~Ya.zs'.favv';~. 571~.~.`Siti~]}r+R....r~ ~'-~91ut~fri~'~~'i~4}A=~"` axnaUn?.~!{'S4Triii.`~ycfkYi~. _~.-+r~YALI~a:'~`~'-- ~ A ~ ~ z tf A {E N :'i i r N ' i P R ! f y. r L I ; . - _ - - - - ~ ' ~ ~i ` SERIES _ _ WILL P,AiY(AT AN/Y'tT{I~RE ~M~O~NT11 fTF.ll,/DA-TgC~,.O~f'J-IS6U$C ~E~q~pYfr~~ A'I ~P fC,. ~YJ~~~~1~~1.~7~f1'Iy4~~`n~~,1 IN TER GST CCh5E5 YCAR _ FRDM ISSUE-.DA7E O.F: - ii tf x - - f ~ Ulf-~ ~ ~ .z F - _ i.: L~ _ - s ~ - _ _ - _ _ i ~ . , ^ _ - I wrw~. _ , - - _ _ - ex . 1 .''l~yJst~J - _ _ : ; l 5 ,r-a 6 6 B 9 ~ji ~ T.. i. ~alNRA1l+s{ .LF j i11::ira:,swa...um~l~iClilpl Ala. Wtn ~T. __~"mYaru. e ; ~ ~ _ - _ _ ~ ~ ~ j YfILL RA.Y~A~~'~A Ny!~'rlwH 11x MONTHY AFT~E R~PATCrOI..1!'JUE ~q ' _ ~L.l"'lTl~~~.:.~t'~•~.~ v~..;~a..~....,P :ttJ7E}3ES'L-2;EAS ES YEARS- - FROM'IS E: DA7~ OF _ + - 1 ,LL... 1 - i' s.- - K1 (1N `Si YFAR I r ~~I ~ ~ ~ R 1 1 - - i r i _ t } ~ ~ ~ ~r~>rr - - - - ` - _ ~`l n ~ a~ ~ _ - X0006 1 1C Y f V :'i i ~ N i t i ! t 1 I _ _ _ 1 y wltt *wv-AV~~A wy~Y~r,weelx wOHTHSAITCR/O1~TE o7f Issuc - i ~4Y`~~dZT/ w, ~l~l ~ ~($~T JN TERES'I'.CEASES20 YEARS - _ _ ~ .,_f'fi6hl.-1.S$U Fr..a.1sTE dF - I - ^j - ~ _ k-. Y ,}W~ C .~~yj,yl~']( - lA NTH - f h: `r . _ 1 _ _ _ t, A ~ - - ~ I i I t '~t. Ir.l _ _ aIF A~11~ ..~f - _ - - `+tSw ~ K,~~- rjy c3 is I 7J~ 'x._11 ~ ..;i7?J~V~~ ~ iJ~~'4~~~~11 I _ . S J nn _ is X0006 I ~ et evu:~et e~ c~T_ t~ ut ~ f } $ AY AT ANY TIME"91i MUNTNS-AfT DATE'OF 98UE b ~i- r-~ y ~y y~ ~-~yr a :~~3~2Y';'P'Pvl~l?l~F*~~~~1~~{Y V~~I~l~l.lg~il~~~.~`'9 _ [N TEREST.CEASES.-2Q YEARS ~ ~...:ti_.1 ~~s, e.~,.~o.... ROt,f ISSUE LATE OF ~i ~ _ _ _ _ _ . ' = - . _ _ ,I _ 5 _ I_ _ i i • - - ~ " v , . _ , , „ _ - i ' , _ ' ! _ _ _ ~~~~~~~~~~R~~7 ~ M b 2 4 b b H H - - - 1.rr.rnry., I/~r Ir.nre ry 24:b69 r e euu.~tt ~ u:. , : e _ t~ t . . . _ ,u._ ~ ~ ~ , -"~~"'-"'Wlll-TAY AT ANY TI?E d'N MON7`NS fff„Q.PAT,E _Of, 181f VE - ~ yy--~;~ V~.y ~ ' ~.~M~V ~l~t~~-t.~~IWTE}YES'C-LEASES YEARS - FROM ISSUE 6AYE OF ! ~ _ r___ _ - i ~ ~ Mn ~rr :~4r Y: a~ I = ~ ~ ~i _ - ~ - _ ~ E f ~ •r w ~r _ _ j,~ }~y ~y ~'q ~ - _ _ _ - ~3E~~ff~~9'-~~T~~?E5T ~ - - - ~Tr,~.v.~,hr,-~,,.,, 2 f~ ~--f l ~ _ = L 5 ~ 6 9 - _ . _ ~ v , _ I _ x e? evu:~et v:. e _ t et _ . . ~ ~ W~LL'PAY'AT~ANY T fl% NDNTN9 A/SJ[R.DATS P E... ~ ' ' - y~yryyp~~~~~y~Y~~~~~~j~~~~y~~ IN TE RESTCEA5 E5 2Q YEARS _""_+-J FRORii55llE SATE Of _ ~ _ ~i ~ - M'~NTH Gi' i. ~ _ - Trf _ _ , << ~ ~~~.-r~ T _ = ~ _ - ~ , - ~ _ _ - . _ ~ _ I _ - 1 _ - v ~ = , ~ } - 'j~ _ J _ , _ - ~I " I _ #~~~`~R~~~ ~_hl i£R~ST _ ~ ~ ~ ~ ~wr~_ N1 b b b-9 ~ H N ~ 5 ; ~ ~ ~ _.v~unYuar~.~~wiw~.ek6U~k xy _7.$.Siv>,~uSr-" ~ .~.3~`yxss. n~f -~_i:w.^_q ;z~. ._~...'1.r C~2 ra~Wi~nm'U.3„r~`z r w - • - _ _ I ~i ,yam w~yCL~yPAV(.~~T,,~A^NY Tit4E..91 MONTH. A TC rD~A1TE ~Or 195VyE - - ~CiPI~~'i il~ ~13~~4~Y~~~~~[~W'1~~~il~~i~ti~Z IN TE RES7'_CEAS~ES_-20 YFA~;S : FROM ISSUE UA.Tc OF I ~ T~ - r II _ ~IIfM1/f• ~i - ~-t( ~ z _ t~ - = 1 _ . _ ~ _ - _ ~t J. - _ ~ ' _ - Wilt ~AY'.AT ANY T~YE.fI% NONTM6 AFTER DAT[:DF Iffy[ ~ ' - :.,,°~i":2~'.~~j,~-.. ,11N~16<~"~~`5~~7~ - 1htT.ER E3T"C£ASES~~20 YEARS t - - _ FROM ISSUE UAT£ OF _ - n ~ _ ~ ~ ~ - ~ Ic,r.~, i`~~- - . ~ ~ - _ - - _ _ - - _ I _ - ' _ k - ' -f3f tll?fIf ' a( ~rt - _ . ~ v ~3~~-~~~i~~ _ an /I 5....i,.,y.i lh. m.,.w.r - - - 800062~,6`695ii' , fir.. l ~ - a i~ : W1lL rAYAT:-ANT TIN(,.fl% NONTMi:Af T[f OAT['OF i3GUE - ~Y ~ ~ ~ `l~~ ~ A~~~I AIf~7i1`1T1~' 1N_71iRE57'CEf.SES~ii YEARS~.~ - ~ ~ :FROivS~:.I35U~ BATE OF < d , }ter ay~ 3~~y 3 ~ - 'L ' ~y'! ~ - I~.D . ~ N "CAR r.- ' ~ ~ ~ _ = ~ ~ 1 - f ~ ~ ~ `~j w;; _ j A ~ w D - ~ ~ iR ~ I r`~ - h ~ • - _ _ _ _ - = - 1 ~ ~ 6 2 ~ b b~ b #~H . ~ , t ~ 1 . f %.d 4x s =•r 7:s~ rz r 1 'Lt .Aw9vln~ ~;IANyW.CG,Ld~ivr?.9f! (t ~ r •u - _ x{A~>' w:~d'A.~ilxtitrA/rtt~rw•}•~fiattt'QraC.}~p'i~is••kak 'iXU7~~iA1: __s9'~rR Va0.3 M~r~~7,,stu.'~ ra..o. v~r i-~~~ .u ! r. - e . ~ - - 1LL'PAY i.ANT T.rN NONT.N! w~KM'OATE Of r39U[ ~-^-~i~A~~ " - T ~ - 111TEREST CEASES 2Q YEARS ~ '~~~a~~~.~_..~.~~~~~, era a~~~x~-r 1 _ FROM.ISSUE-HATS oF_ _ - = - z: ~ ~ ii ~ _ , ~ ' r, , - ~ - - - -r ~ - _ ~s . ; , ' r - , _ ~ 5 1Q00;6.2466.9 = ~ ~ ~ - ' _ - , l__{ 7nti.~YiRr•..,., v r, LLL_~~4LFt. ~ , w - ~ ~ ...----.-~-~r--...a j- x H 14Y:~11 ~ 0 i i ~ t " SERF _ • - WILL::[AY AT ANY^T/ME !IX' N.ON.T Hf AFTlR~TIATE Op I!!u[ - _ • ~ =-1NT~t$ST CErS[S 2Q YEARS , - fRUAf i55LE DAT£ OF- - ~ I ~ ~ _ _ - - 1 ri Chit r' 1r,1 - i _ _ w ~ ~ ~ s ' _ - ~.r..rw _ - r. '"t - I ~~~7~iTE~FST ~ ~~itJ . D,~ ~ c- - - ~ M b b D ~ _ ~ - ; - - ---p.,...... _.w._. 1Y LLL N.Y AY ANY TYMC MOMTNS AFTC~ OAT6 Of ~DSUE:. - _ _ ~~~;~'Y r~~~ 'iN'C E'kE9 T:CE7.S~ES20 YEARS - - - FROMi55L1E .DATE OF - _ _ ^ ti ~ _ N. _ ~ ~ ~ z - - 1 M ~ e _ - . " . 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FROM ISSUE DP.TK OF - ~ ~ ~ ~ ~ - - • f _ 2 I .u r I _ i I - - ~ aT. ry~.,~.;.~r~~.~ M b~ 4 6 H H _ - 'fiiGi t:., ~ i - ~7~~,~c§~ac7r.1Y,L;. '°v'y~g~'~'~'t,~,Vkk~G:~d~A',~I ~ ~ rc~9t~-a,G,cko~'t _ - _.._.I X t 1V11:~1( P. 1 TILLI lFY "ST.ANV TIME X NONf;N~byA (TfR GATE OyY IS SL~fy~~ ~-~j(~-E.~31p ~ H+/~~~~7 6~f '~NTERL~T~-CE.4SES2O 'TEARS v~~l ~]~..5...~r~~.S~ ~ PROM:.ISSllE..DATE OF__.. ~S - r- r-___ _ i ± ~ - k _ ~ 1,'JIJ TAT: - ~ a' 7ir _ ' - - ~ - - _ - ' i ` 1 ' I t f^ ~ I~ 1 1 ~ i1 ~ 1 _ - r ~w,wMl? ~ m ~ ' ` _ . - v II - _ S.rMnrq.flir frrrwN ~ V ~ 'V/' ~ H~ - tYtV,~'G._..____-_ S`r+filr~E~Cstl?mv3WtA~r~a~.~r`'~~ _ _ _ _ { _ WILL fwT.'AT ANY TINE..lIZ HONTHfRFT[R OATL.pM 88UE S~RI~~ _ = t uf'~v,1 ~~U'l~~ti~~l~~~ 1N'rER EST.~EASE5..2O ,Y EA RS - - - _ FRAM 1.SSUE DAl'E QF - . x T" ~ ~~F - _ _ - • . I . , _ ~ = . _ . , . ~ . 1 _j_. z _ ~ . _ _ ~r - t T - _ _ _ - - t:A ~ ~ ~ ~w~. M b b ~ 0 ~ ~H H - _ - S~ r.Iirn,. IIAr Irnur.nl ~ 2ti6703~i' I i .r ~ i , I, . ~ ~ ~ ,u-.xwrrr rWfiif~7t5' '.ir~i `811'+~rn~Y1OA7:4.(YL y,1~d~a-V t~.r<.7.4ih45f~a'dl,9.x~S~1Ga~l{4t .~.~IA u•....ta4enU ~.{y . r.: +hvc +-rAe v - - . ' ~ ii O b 4 t~1 1 ~ • 1 t 1 1 X ?~T~a - : atY7~R l~i*~ , . ~ ~ i ~i rer z`ff . ~ ~ ~ ~ ~ i SER~E~. ~.,.Z..m. ~i~~~~l~e~a[ ~ \ it p\. ~~~-CIyL~L~~"M#Y A Y~ry M~}!' 8t% 40N~T.~N~pS~ryAf TCR DCl`y1yT•yfy2~Of ~33~1yy~f ~ `J _ _ ~ J, t\ LL 't ~~~}'J~f~~i(~[~~~j~~~\j~~. fRV ~~~N LLl1' `l ~S~~ 4 ~k .ado-•Li9 ~rr~.l~ . _ - ,~,s~.~,,.,~ ._!U1'EREST LEASES x0'~YEAR'S ~ ~ Fi2Of+:15 LE QATE OF ~ , _ I j ~ ~ _ " _ - _ a~ 7 I y, _ : 4f i.ri~~ ~~.a/ifi a. 1(I h'f r. ,L:,F Y1 a _ ~ ~ j 1 . 1 T : T ~ "'t ~ ~ ~ f - ~ ~ - = If -.{p.}fir {_~jT []r.'y''~ ---~i~~i..~~- - - ~ ~ ~ - _ ~ _ i 5 2 6 ?O ~+~i' _ _ T ~ _ 1~iN4MY.1t%~'&iN.rKWiAYEJ.Q.4.~h~t,4Caf+AkG.Lx* drier. vcw~.~, u. n z~m+i~"s4 m--7r~s. r • . I ~ ~ 0 ;-SERIES ~r~~.....~:r..:~~ SPILL PAT AT ANY i~MC Et% MaNTHS AATLR 'OATG Of iSfUc - `^~~y:,~:~1:}~.~:~';~5~. ~~~~./~~~~~~~`,r~~ IkT ER EST CEASES YE:A RS ~ - FRO.MiSSUE DATE OF _ 1 r - _ _ - M _ T, ~ - - - - ~ y~c y ~ } ; . ~ _ ..w_. _ - .,i _ - Y r" ~~yyY[ y}xt~' ~J~{~y~ yyyy `~q(, _ _ £ '£tl - - ?rte . ` I i ^ `C _ 7p;~~¦ . - ` s . _ _ E / Cpl i ~ N. • 1 C 1 I - SERIES I - - - WILL hAV'AT ANY TAME MONTPS Ar TCR OAT( Of E~IIC - i ~ ~ ~ _ EA'u E52(~ -YrARS I _ fl2Lf61.:1531JE DA'1 E OF _ _ _ _ ~ ; ~ ~ I L ~ ~ - _ N i11 ~f ' VEAk ~ ~ ~ _ _ - - z y _ i > . _ _ _ _ ~ P y - - 1 ` _ I " - r { ~ r ~ i~ _ , I I ~ ~ , ~ I x. ~ 4 aYw ~r l~r _ if ~ _ ~ ~;'h f~v 7 ~ - - - I ~ _ - LS _ 80006046?O~n" - , ~ - r - _ - Rev-1508 EX+ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Boone, Heidi C. Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 PNC Bank, N.A. -Checking Account No. Date of death balance accrued interest 2 Emeritus -Refund of assisted living fee 3 Genworth Life Insurance Company -Refund 4 Rolling Green Cemetery -Refund of overpayment 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. 6-9s'; i i ~ ~ P ~~aa~~ ia~/ lYl~~ May 3ames D Bogor, Esq. 1 Main St Shiren~ar~stown, PA RE: Heidi C Bavne S SN: DOD: JDear Mx. Bogor; In. response to your request for Date of Death (DOD) balances for the customer noted above, our records shove the following: I Checking ~?ccvamt Account # Established: HEIDI C B OONE DOD balance: $ + accrued interest Interest paid thru $ YTD Please cote that this office pzvvidea date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). We dv not prvice9s any finaacial transactions ar provide statements. If ypil weed assistance with any of these items, please call 1-S88-PNG-BANK (I-888-762-2265) or stop by your local FNC Bank branch ' office. I Sincerely, National k'iztamcial Services Center PIVC Bank, N.A. Member FDIC This message is intended for the use of the individual yr entity to which it is addressed and nay contain information that isprlvlleged, eonfrdent~al and e~errep~`fram disclosure under applicable law. ,If the reader of this message is not the intended recipient or the employee yr agent responsible for deliverinrg this message to the intended recipient, you are hereby not f ed that any dissemination, distribution ar copying of this communications is strictly prohibited. If you have received this communication in error, please not me immediately by reply or by telephone at and immediately destroy this faxed document. Page 1 of 1 Rev-1510 EX+ SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Boone, Heidi C. 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 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH °i° OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFERSATTACIi A COPY OF TIHE DEIED FOOREREAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 Janney Montgomery Scott -IRA Account No. The Decedent's two sons were the named beneficiaries of this account. 2 John Hancock -Annuity Contract No. GP07215148. The Decedent's two sons are the named beneficiaries of this account. 3 DWS Investments -Account No. The Decedent's two sons were the transfer on death beneficiaries of this account. 4 Janney Montgomery Scott -Individual Account No. The Decedent's two sons were the transfer on death beneficiaries of this account. 5 Janney Montgomery Scott -Individual Account No. The Decedent's two sons were the transfer on death beneficiaries of this account. 6 Vanguard -Individual Account No. The Decedent's two sons were the transfer on death beneficiaries of this account. 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. 6-~:;f;; Pagelofl Beth B. Lengel From: Enders, Lisa [lenders@janney.com] Sent: Thursday, June AM To: Beth B. Lengel Subject: FW: Estate Val-Heidi Boone Attachments: Heidi Boone-8969-9308-DOD-4-23-11.pdf Beth: Attached is the date of death valuation for the IRA. Lisa Janney: The Highest Standard of Success in Financial Relationships. Janney Montgomery Scott LLC (Janney) will not accept orders and/or instructions for the purchase or sale of a security or other product via an a-mail transmission. This electronic communication is intended only for the person or entity to which it is addressed and may contain confidential, proprietary or privileged material. Any review, re-transmission, dissemination or other use of this information by persons or entities other than the intended recipient is prohibited. No confidentiality or privilege is waived by any accidental or unintentional transmission. If you received this electronic communication in error, please contact the sender immediately and delete the material from your computer. Janney cannot guarantee the confidentiality of the material transmitted and reserves the right to monitor all a-mail communications through its networks. Please go to http://www.janney.com for additional terms and disclosures relating to this electronic communication. Estate Valuation Date of Death: Estate of: Heidi Boone Valuation Date: Account: Processing Date: Report Type: Date of .Death Number of Securities: 1 File ID: Heidi Boone-8969-9308-DOD-4-23-11 Shares Security Mean &/or Div & Int Security or Par Description High/Ask Low/Bid Adj'ments Accruals Value BLACKROCK ENHANCED EQT DIV TR (09251A104; BDJ) COM New York Stock Exchange H/L H/L Total Value: Total Accrual: Total: Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility f_or accuracy or completeness of the information provided, the Date of Death and the specific securities, which are valued. While we deem this information to be reliable, we do not warranty or guarantee its accuracy. This service is not intended to constitute legal or tax advice. You should consult with your tax professional and attorney to discuss estate settlement and any legal matters. John Hancock Life Insurance Company (U.S.A.) John Hancock Annuities Service Center Corporate Drive, Portsmouth, NH the future is yours Mailing Address: PO Box Portsmouth, NH www.jhannuities.com June JAMES D BOGAR ATTORNEYS AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PA Dear Mr. BOGAR: Re: CONTRACT/CERTIFICATE # GP07215148 This letter is in response to the inquiry recently submitted for the annuity contract referenced above. The date of death value as of was In addition, the following information that you requested: OWNER HEIDI C BOONE ANNUITANT HEIDI C BOONE PRIMARY MICHAEL D BOONE AND RICHARD A BOONE EQUALLY INCEPTION DATE LINE OF BUSINESS NONQUALIFIED TCB $ If you have any questions or concerns about this letter, please call us at Our Claims Service Representatives are available on weekdays from a.m. to p.m. EST. Sincerely, John Hancock Annuities Life insurance annuities, including group annuities, are products issued by John Hancock Life Insurance Company (U.S.A.)', Bloomfield Hills, MI 'not licensed in New York P.O. Box D~~ Kansas City MO INVESTMENTS Deutsche Bank Group May James D Bogar Attorney at Law 1 West Main Street Shiremanstown PA Fund: DWS Managed Municipal Bond Fund-S Account#: XXXXXXX6116 Registration: Heidi C Boone TOD Dear Mr. Bogar: . Thank you for contacting DWS Investments. Please extend our condolences on the passing of Heidi C. Boone. Account is registered to Heidi C. Boone as a Transfer on Death account. Please note that this account was established on January through a transfer of accounts and Account and account were registered to John A. Boone and Heidi C. Boone as Joint Tenant accounts. Balance of Account Below I have provided the number of shares, share price, and dollar value in this account as of April and April because April and Apri123, were not valid business days. A ril Fund Name (Class S) Number of Share Dollar Value Shares Price DWS Managed Munici al Bond Fund A ri125, Fund Name (Class S) Number of Share Dollar Value Shares Price DWS Managed Municipal Bond Fund Please note that the fund that Heidi C. Boone is currently invested in does not have: an interest rate, but rather a yield. Yield is the rate at which an investment pays out interest or dividend income. The yield is expressed in percentage terms and calculated by dividing the amount paid by the price of the security and annualizing the results. Beneficiary Information The Transfer on Death (TOD) benef ciary information listed on this account is as follows: Prima Beneficiaries Name Allocation Michael D. Boone Richard A. Boone Beneficiary Options The following options are available to Michael D. Boone and Richard A. Boone as the named TOD beneficiaries: • Transfer the assets into a new DWS Investments account. • Transfer the assets into an existing DWS Investments account. • Redeem the account and have the assets sent to the address indicated on thE; Transfer on Death Affidavit form. Required Documents If Michael D. Boone and Richard A. Boone want to transfer or redeem the assets in the account, DWS Investments requires the following documentation: • A Medallion Signature Guaranteed Transfer on Death Affidavit form signed by Michael D. Boone and Richard A. Boone as the named beneficiaries. • A New Account Application Class-S signed by Michael D. Boone and Richard A. Boone as the account owner. This document is required only if transferring to a new account. If Michael D. Boone and Richard A. Boone already own anon-retirement account with DWS Investments and would like to transfer the assets to that account, please provide us with the applicable account number. Please be aware that a separate form must be submitted by Michael D. Boone and Richard A. Boone. What is a Medallion Signature Guarantee? A Medallion Signature Guarantee is issued by a bank, savings and loan, trust company, credit union, broker/dealer, or any member or participant of an approved signature guarantee program. Please note that a notary public is not an acceptable guarantor. The institution providing the Medallion Signature Guarantee for these types of accounts will require additional documentation. Michael D. Boone and Richard A. Boone may wish to contact the institution to confirm the documentation they require to provide a Medallion Signature Guarantee. Once the guarantor has reviewed the request, verified Michael D. Boone and Richard A. Boone's identity and their authority to act on the account presented to them, t11ey will affix a Medallion Signature Guarantee stamp to the documentation. We must receive an original stamp. If more than one signature is required, we will need separate stamps for each signature. If Michael D. Boone and Richard A. Boone are obtaining anon-Medallion Signature Guarantee, please contact us at the telephone number provided at the end of this letter. We may require additional documentation to complete your request. Important Information A new account with a new number will be established. Please ensure that investment slips for the old account are discarded. Mailing Instructions Please submit the required documentation, along with the enclosed bar coded Return Form, in the enclosed postage-paid envelope. Contact Us If you have any questions, please contact one of our Shareholder Services representatives at (for Class A, B, C} or (for Class S). A representative will gladly assist you Monday through Friday between the hours of a.m. and p.m. Central Time. Sincerely, - - Philip Forbes Mutual Fund Representative Enclosure(s): Transfer on Death Affidavit Return Form Postage-Paid Envelope Page 1 of 1 Beth B. Lengel From: Enders, Lisa [lenders@janney.com] Sent: Thursday, June AM To: Beth B. Lengel Attachments: Heidi Boone1672-9052.pdf; Heidi Boone 6910-9440.pdf Beth: Attached are the Date of Death Valuations for Heidi Boone. Thanks, Lisa Enders Lisa J. Enders, Private Client Assistant 0 f Janney Montgomery Scatt LLC Erford Road ~ Suite ~ Lemoyne, PA lendersC~janney.com Janney: The Highest Standard of Success in Financial .Relationships. Janney Montgomery Scott LLC (Janney) will not accept orders and/or instructions for the purchase or sale of a security or other product via an a-mail transmission. This electronic communication is intended only for the person or entity to which it is addressed and may contain confidential, proprietary or privileged material. Any review, re-transmission, dissemination or other use of this information by persons or entities other than the intended recipient is prohibited. No confidentiality or privilege is waived by any accidental or unintentional transmission. If you received this electronic communication in error, please contact the sender immediately and delete the material from your computer. Janney cannot guarantee the confidentiality of the material transmitted and reserves the right to monitor all a-mail communications through its networks. Please go to http://www.janney.com for additional terms and disclosures relating to this electronic communication. Estate Valuation Date of Death: Estate of: Heidi Boone Valuation Date: Account; Processing Date: Report Type: Date of Deatl-~_ Number of Securities: File ID: Heidi Boone-6910--9440-DOD-4-23-11 Shares Security Mean k/or Div & Int Security or Par Description High/Ask Low/Bid Adj'ments Accruals Value AMERICAN INTL GROUP INC AIC~) COM NEW New York Stock Exchange H/L H/L CINTAS CORP CTAS) COM The NASDAQ Stock Market LLC .H/L H/L PPL CORP PPL} COM New York St©ck Exchange H/L H/L SNYDERS-LANCE INC LNCE} coM The NASDAQ Stock Market LLC H/L H/L BLACKRUCK ENHANCED EQT DIV TR (09251A104; BDJ) COM New York Stock Exchange H/L H/L $ Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility far accuracy or completeness of the information provided, the Date of Death and the specific securities, which. are valued. While we deem this information to be reliable, we do not warranty or guarantee its accuracy. This service is not intended to constitute legal or tax advice. You should consult with your tax i professional and attorney to discuss estate settlement and any legal matters. f Date of Death: Estate of: Heidi Boom Valuation Bate: Account: Processing Date: Report Type: Date of Death :Number of Securities: 1l File ID: Heidi Boone-6910-9440-DOD-4-23-11 Shares Security Mean &/or Div & Int Security or Par Description High/Ask Low/Bid Adj'ments Accruals Value 6 ) 8 0 EATON VANCE TXMGD GL BUYWR OPP { 2 7 8 2 9 C:~. 0 5 ; ETW } COM New York Stock Exchange HiL H/L JOHN HANCOCK FDS IIT (JVLAX) DSCPL VAL FD A Mutual Fund {as quoted by NASDAQ) Mkt KINETICS MUTUAL FDS INC KNPAX) P.ARA.DIGM ADV A Mutual Fund (as quoted by NASDAQ} Mkt LORD ABBETT SECS TR LDFV~} FUNDM EQTY A Mutual Fund (as quoted by NASDAQ) 04/2l/2011 Mkt GNMA REMIC TRUST {38376PTG5} Financial Times Interactive Data Mat: Fact: 10Q.65236 Mkt Mkt ll, Int: to Cash (GASH) Total Value: Total Accrual: Total: Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, In.c. Janney Montgomery Scott LLC assumes no responsibility for_ accuracy or completeness of the information provided, tie Date of Death and the specific securities, which are valued. While we deem this information to be reliable, we do not warranty or guarantee its accuracy. `T'his service is not intended to constitute legal or tax advice. You should consult with your taLz professional and attorney to discuss estate settlement and any legal matters. Estate Valuation Date of Death: Estate of: Heidi Boone Valuation Date: Account: Processing Date: Report Type: Date of Death Number of Securities: File ID: Heidi Boo~~e-1672-9052--DOD-4-23-11 Shares Security Mean &/or Div & Int Security ox' Par Description High/Ask Low/Bid Adj'ments Accruals Value ABBOTT LABS ABT) COM New York Stock Exchange H/L H/L E R P FRONTIER. COMMUNICATIONS CORP (35906A108; FTR) COM New York Stock Exchange H/L H/L NYSE EURONEXT NYX} COM New York Stock Exchange H/L H/L PPL CORP PPL) COM New York Stock Exchange H/L H/L BLACKROCK ENHANCED EQT DIV TR (09251A104; BDJ) COM New York Stock Exchange H/L H/L Page 1 'T'his report wa.s produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility fo~~• accuracy or completeness of the information provided, the Date of Death and th< specific securities, which are valued. While we deem this information to be reliable, we do not warranty or guarantee its accuracy. This service is not intended to constitute legal or tax advice. You should consult with your tar i professional and attorney to discuss estate settlement and any legal rr?atters. Date of Death: Estate of : Heidi Bo~~~~.~ Valuation Date: Account: Processing Date: Report Type: Date of Dea~t~. :I~Iumber of Securities : File ZD: Heidi Boone-1672-9052-DOD-4-23-~.1 Shares Security Mean .&/or Div & Int Security or Par Description High/Ask Low/Bid Adj'ments Accruals Value EATON VANCE TXMGD GL BUYWR OPP ETW} COM New York Stock Exchange H/L H/L HANCOCK JOHN CAP SER PZFZIX) CLASSIC VAL A Mutual Fund (as quoted by NASDAQ) Mkt HENDERSON GLOBAL FDS (42506784Q; HFOAX) INTL OPPORT A Mutual Fund (as quoted by NASDAQ) Mkt INVESTMENT CO AMER AIVSX) CL A Mutual Fund (as quoted by NASDAQ) Mkt NEW PERSPEC~`IVE FD INC ANWPX} COM Mutual Fund (as quoted by NASDAQ) Mkt FHLMC REMIC SERIES (31395U'YPO) •Financial Times Interactive Data Mat: Fact: Mkt Mkt Int: to Page 2 This report was produced. with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility fo:~: accuracy or completeness of the information provided, the Date of Death and t1:~.~r specific securities, which are valued. While we deem this information to be , reliable, we do not warranty or guarantee its accuracy. This service is not intended to constitute legal or tax advice. You should consult with your taa~ professional and attorney to discuss estate settlement acid any legal matters. i Date of Death: Estate of : Heidi Hc~or.::e Valuation Date; Account: 1572--Q05% Processing Date; Report Type: Date of Deat~i: Number of Securities : :z4 File ID: Heidi Boone-16729052-DOD-4-23-11 Shares Security ~ Mean &/or Div & Int Security or Par Description High/Ask Low/Bid Adj'ments Accruals Value GNMA REMIC 'T'RUST (38374JGJ9} Financial Tirnes Tnteractive Data Mat: Fact: i Mkt Mkt Int: to FHLMC REMIC SERIES (31395UVR9} Financial Times Interactive Data Mat: 5.OOOa Fact: Mkt Mkt .40Ei 0 3 , Int: to Cash (CASH) Total Value: Total Accrual: Total: Page 3 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. Janney Montgomery Scott T:,LC assumes no responsibility fc:w accuracy or completeness of the information provided, the Date of Death and the specific securities, which-are valued. While we deem this information to be reliable, we do not warranty or guarantee its accuracy. This service is not intended to constitute legal or tax advice. You should consult with your to professional and attorney to discuss estate settlement and any legal matters. I Vanguard® P.O. Box May Valley Forge, PA www.vanguard.com JAMES D BOGAR ONE WEST MAIN ST SHIREMANSTOWN PA Re: Estate of Heidi C. Boone Dear Mr. Bogar: I am responding to the letter we received requesting a valuation of Heidi C. Boone's Vanguard account as of April The information requested is included on the enclosed account value report. If you have any questions, please contact me at Ext. I will be pleased to assist you. You can reach me on business days from a.m. to 5 p.m., Eastern time. Sincerely, Diana L. McManus Transition Associate Enclosure(s): Heidi C. Boone -Individual Account Value Report user I~` ~,1S~~ Page > 1 of 1 ; 1 Heidi C Boone 4 . x Occoquan Oaks Ln Voyager Services: Woodbridge, VA Total report value: (Total report value includes any accrued dividends.) ~ ~ ,sd+ 5j a ,i x a Name.. Fund & Account' Date Price Per Accrued Number Opened Shares. Share**' Value* Dividends PA LT Tax-Exempt Admiral Inter-Term Tax--Exempt Inv , Q042-88028275907 $h3.31 Inter-Term Tax-Exempt Adm _ Totals Doesn't include accrued dividends. As of the prior business date, since the report date is a nonbusiness day. REV-1151 EX+ gC H E D U L E H COMMONWEALTH OF,,qq~~PENNSUUYLVANIA FUNERAL EXPENSES & IN RESIIDENTEDECEDENTRN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Boone, Heidi C. Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N B A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zia Year(sl Commission paid Attorney's Fees Bogar & Hipp Law Offices Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zia Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs See continuation schedule(s) attached TOTAL (Also enter on line Recapitulation) Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-OG? SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Boone, Heidi C. ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex ep nses 1 Esther's Country Kitchen -catering for memorial service luncheon 2 Neill Funeral Home -balance of funeral expenses 3 Rolling Green Cemetery -burial costs H-A Other Administrative Costs 4 Commonwealth of PA -reclamation of overpayment of pension 5 Janney Montgomery Scott -Fee for estate valuation 6 OMNICARE -medical bill 7 Register of Wills -Fee for Short Certificate 8 RESERVES: -Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return and Inventory, preparation and filing of Personal Income Tax Returns, preparation and filing of Fiduciary Income Tax Returns H-B7 Copyright (c) form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. ~L~) REV-1513 EX+ SCHEDULE J COMMNHEwRITANCEOF,q~P RETSURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Boone, Heidi C. 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 Michael D. Boone Son One-half of rest, Occoquan Oaks Lane residue and Woodbridge, VA remainder Richard A. Boone Son One-half of rest, Winding Lane residue and New Holland, PA remainder Tota I Enter dollar amounts for distributions shown above on lines throu 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 AND TESTAMENT HEIDI C. BOONS I, H'EIDI C. BOONS, now of Camp HiII, Cumberland County, Pennsylvania, being of sound and disposing mind, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking and making null and void all prior Wills and Codicils made by me at any time heretofore. ITEM I. I direct that all my legally valid debts, funeral and administrative expenses, and debts incurred or payable because of my death, shall be paid by my Executor, hereinafter named, from my residuary estate as soon after my death as practicable. A11 death taxes, including federal, state, and other death taxes, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Wi11, including any interest or penalty imposed thereon, shall be considered an expense of administration of my estate, without apportionment or right of reimbursement. Taxes on future interests may be prepaid. ITEM II. A. I give and bequeath certain items of tangible personal property that are solely owned by me at the time of my death and that are identified in any separate writing directing distribution thereof after my death which is dated and is signed by me at the end thereof, to those persons designated in such separate writing who survive me. If any item of tangible personal property is identified in more than one separate writing, I direct that, unless stated to the contrary, the separate writing bearing the last date shall govern the disposition of such item. B. I give and bequeath, specifically, any and all of the assets, interests, or proceeds of my solely-owned brokerage account held at Janney Montgomery Scott, Inc., presently known as Account No. or any replacements or substitutions thereof, in shares, as follows: One-half (lh) thereof to my son, MICHAEL D. BOONE, now of Woodbridge, Virginia, if he should survive me by thirty days; Provided, however, that if he should not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes (subject, however, to the trust provisions contained hereinafter if applicable to such descendants), the share that he would have received had he so survived me. If no 2 such persons so survive me, then this share shall lapse, and such interest shall be distributed entirely pursuant to Paragraph B. under this ITEM II. One-half (1/z) thereof to my son, RICHARD A. BOONS, now ofNew Holland, Pennsylvania, if he should survive me by thirty days; Provided, however, that if he should not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes (subject, however, to the trust provisions contained hereinafter if applicable to such descendants), the share that he would have received had he so survived me. If no such persons so survive me, .then this share shall lapse, and such interest shall be distributed entirely pursuant to Paragraph B . under this ITEM II . ITEM III. I give and bequeath all my household and personal effects, jewelry, automobiles, and other tangible personalty of like nature not effectively disposed of by any separate writing referred to above, to my husband, JOHN A. BOONS (my "Husband"), if he survives me by thirty days . If he does not so survive me, then I bequeath such tangible personal property, in shares, as follows: A. One-half (~h} thereof to my son, MICHAEL D. BOONS, now of Woodbridge, Virginia, if he should survive me by thirty days; 3 Provided, however, that if he should not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes (subject, however, to the trust provisions contained hereinafter if applicable to such descendants), the share that he would have received had he so survived me. If no such persons so survive me, then this share shall lapse, and such interest shall be distributed entirely pursuant to Paragraph B . under this ITEM III . B. Une-half (1/z) thereof to my son, RICHARD A. BOONS, now of New Holland, Pennsylvania, if he should survive me by thirty days; Provided, however, that if he should not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes (subject, however, to the trust provisions contained hereinafter if applicable to such descendants}, the share that he would have received had he so survived me. If no such persons so survive me, then this share shall lapse, and such interest shall be distributed entirely pursuant to Paragraph A. under this ITEM III. Such tangible personal property shall be divided by said beneficiaries, or their representatives, as they shall agree. As to those items upon which they shall not agree, distribution among beneficiaries in such shares shall be determined by my Executor, who shall have sole and absolute discretion on such matters. 4 ITEM IV. I give, devise and bequeath all of the residue of my estate, whether real, personal, or mixed, and wherever situate, including any property subject to any power of appointment which I may now have or hereafter acquire, to my Husband, JOHN A. BOONS, if he survives me by thirty days. If he does not so survive me, then I bequeath the residue of my estate, in shares, as follows: A. One-half (lh) thereof to my son, MICHAEL D. BOONS, now of Woodbridge, Virginia, if he should survive me by thirty days; Provided, however, that if he should not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes (subject, however, to the trust provisions contained hereinafter if applicable to such descendants), the share that he would have received had he so survived me. If no such persons so survive me, then this share shall lapse, and such interest shall be distributed entirely pursuant to Paragraph B. under this ITEM IV. B. One-half (lh) thereof to my son, RICHARD A. BOONS, now of New Holland, Pennsylvania, if he should survive me by thirty days; Provided, however, that if he should not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes (subject, however, to the trust provisions contained hereinafter if applicable to such descendants), the share 5 that he would have received had he so survived me. If no such persons so survive me, then this share shall lapse, and such interest shall be distributed entirely pursuant to Paragraph A. under this ITEM IV. ITEM V. Any property passing hereunder to a beneficiary who, at the time of my death, is under the age of thirty (a "Beneficiary" shall be held IN TRUST, NEVERTHELESS, by my Trustee, hereinafter named, for the benefit of such Beneficiary, upon the terms and for the purposes and uses, as follows: A. My Trustee shall hold and invest the principal of the Trust corpus, collect the income therefrom, and expend and apply so much of the net income (any income not so expended or applied to be accumulated and added to principal), and so much of the principal and accumulated income, as my Trustee shall deem necessary or advisable, in the sole and absolute discretion of my Trustee, for the support, maintenance, and education (including college education, both graduate and undergraduate} of the Beneficiary, after taking into consideration other readily available assets and sources of income. During illness or emergency, my Trustee may either pay a distribution to the Beneficiary, or may make a distribution for the benefit of the Beneficiary . 6 B. When the Beneficiary attains the age of twenty-one the net income from the Trust shall be distributed at least annually to the Beneficiary. When the Beneficiary attains the age of twenty-five one-half (1/z) of the Trust Corpus shall be distributed to the Beneficiary outright. When the Beneficiary attains the age of thirty the Trust pertaining to the Beneficiary shall terminate, and my Trustee shall distribute the then-remaining principal and accumulated or undistributed income to the Beneficiary. C. If the Beneficiary should die during the existence of such a Trust, it shall be divided, and then continued for the benefit of any then-living issue of the Beneficiary, per stirpes, with such beneficiaries being substituted for the .Beneficiary for all purposes including distribution at certain ages as set forth above. D . If the Beneficiary should die before attaining the age of thirty without leaving issue surviving as aforesaid, then that Trust shall terminate, and its assets shall be divided into as many shares as are created under Item IV . for beneficiaries then living at the time of the death of said .Beneficiary, and then. distributed to such beneficiaries; Provided, however, that if a Trust established hereunder for any such beneficiaries exists at the time of such distribution, then such distribution shall be made to that Trust for such beneficiary. 7 ITEM VI. The interest of beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM VII. I hereby appoint my Husband, JOHN A. BOONS, to serve as the executor (the "Executor"}, of this, my Last Will and Testament. In the event of his refusal or inability to so serve, I then nominate and appoint my sons, MICHAEL D. BOONS and RICHARD A. BOONS, or the survivor of them, to so serve together as such Executor. In the event of the refusal or inability of all of such nominated persons to so serve as Executor, I then grant to the person last so nominated and capable of serving the right and power, exercisable in his/her exclusive discretion, to nominate and appoint, whether in advance while competent, or at the time of a renunciation or resignation, a person or persons to serve as such Executor, in such order and with such conditions as may be designated, which nominations and terms shall be honored as if I had set forth such provisions in this Will. ITEM VIII. I hereby appoint my sons, MICHAEL D. BOONS and RICHARD A. BOONS, or the survivor of them, to serve together as the co-trustees (collectively, the "Trustee") of any Trust created hereunder with regard to any Beneficiary, as defined herein. Tn the event of the refusal or inability of all of such nominated persons to so serve as Trustee, I then grant to the person last so nominated and capable of serving the right and ;power, exercisable in his/her exclusive discretion, to nominate and appoint, whether in advance while competent, or at 8 the time of a renunciation or resignation, a person or persons to serve as such Executor, in such order and with such conditions as may be designated, which nominations and terms shall be honored as if I had set forth such provisions in this Will. ITEM IX. I express my desire that my Executor and Trustee engage the services of F. Lee Shipman, Esquire, now of the law firm of Goldberg, Katzman & Shipman, P.C., of Hamsburg, Pennsylvania, and the law firm with which he is then affiliated, as legal counsel for my Estate and any Trust created hereunder. ITEM X. I direct that my Executor and Trustee shall not be required to give bond or post any other security for the faithful performance of duties in any jurisdiction. ITEM XI. My Executor and Trustee shall have the following powers in addition to those invested in them by law and by other provisions of my Will applicable to all property, whether principal of income, exercisable without Court approval, and effective until distribution of all property: A. To retain any investments I may have at my death so long as my Executor or Trustee may deem it advisable to my Estate or Trust so to do. 9 B. To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, common trust funds controlled by my Executor or Trustee, stocks, notes, real estate mortgages, or other securities or in such other property, real or personal, as my Executor or Trustee deem wise, without being restricted to so- called legal investments. C. In order to effect a division of the principal of my Estate or Trust or for any other purpose, including any final distribution, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. D . To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my Estate or Trust, any or all real or personal estate or interests therein owned by my Estate or Trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said. sale or sales; also, to make, execute, acknowledge, and deliver any and all deeds, assignments, options, or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in my Will. E. To mortgage real estate, and to make leases ~f real estate for any period of time as is deemed reasonable by them. F. To borrow money from any party to pay indebtedness of mine, or of my Estate or Trust, expenses of administration, or inheritance, legacy, estate or other taxes . G. To pay all costs, taxes, expenses, and charges in connection with the administration of my Estate or Trust. My Executor shall pay expenses of my last illness and funeral expenses. H. To vote any shares of stock which form a part of my Estate or Trust, and to otherwise exercise all the powers incident to the ownership of such stock. I. In the discretion of my Executor or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my Estate ar Trust. ITEM XII. Any person who shall have died at the same time as me, or in a common disaster with me, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased me. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and ~"y'Nc Testament, consisting of Twelve typewritten pages, this ~ r~ day of ~~4a3~, HEIDI C. BOONS We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix, HEIDI C. BOONS, as and for her Last Wi11 and Testament, in the presence of us, who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix -was of sound and disposing mind and memory. - _ . - residin at ~`~~-s?` t ~`~~~%4F ~ r J' ~ • 1 r` ~s ~ ~ s.~.~.~ residing at c:f ~h ~ ~ ` ' ' ~ r COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN _ We, the Testatrix, and r ~ i' ~ ~ t + i At c , , ; ; ; and .i~;'l, i n ~ ;rte, it ,the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will, that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of her/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. HEIDI C. BOONS ~ CrG2-if' s Witness ~ r~ / Witness Subscribed, sworn to and acknowledged before me by the Testatrix, HEIDI C. BOONS, and i, i r' 1 4 F ,."vim , sub cribed and sworn tsz.before me by ~ 1 ? ~ ~ i f ~ r~_, ! and " ~ _ t`' ~ ,witnesses, this ~"i day ofy, t ~ ~ r, Nc:taria! meal r ~ , , Elizabeth S. Eck, Nc±ary Public ~ . ©ei3-~ -rr,~~., dauphin County «i Notary }?ublic Cammissicr Exp~es fsrarch (SEAL) [NEH:F:~BOONEIBOONE07B. W PDJ