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~ 15056101,40 1500 EX t°'-'°' REV - OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1, 11 0 0 6 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth PnMDDYYYY 1, 6 8 3 D 5 2 2 8 0 9 3 0 2 D 1 D 0 2 0 1, 1, 9 3 8 Decedent's Last Name Suffix Decedent's First Name MI G R E E N L E E W I L L I A M D (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI G R E E N L E E B A R B A R A B Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82} 0 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of WiII} (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11, Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFUKMA I wN srlwLU tst ulrct~ i to i v: Name Daytime Telephone Number B E N J A M I N J B U T L E R 7 1, 7 2 3 6 L 4 8 5 REGISTER ~~LS U SE OAIJ.Y ,~ ,""'~ C„ First line of address --.. i ~ 1 17 ~ ~x ` ~ `, ' ,._, ;. f.~ ` f ` ~~' 5 0 0 N T H I R D S T R E E T •- O r ~ Second line of addres s ~ ~ ~ ~ ~ ~ , .. ~ - ,- ~ t St ZIP Code DATE FILED City or Post Office a e H A R R I S B U R G P A 1 7 1 0 8 Correspondent's a-mail address: LAWYERS~BUTLERLAWFIRM.COM Under/t~enalties 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 tr~, cor parer other than the personal representative is based on all information of which preparer has any knowledge. SIGN O PERSON SP N BLE FO FILING RETURN DATE ADD ES 76 ARLI GTO RO CAMP HILL PA 1,7011, SIGNA URE O P E E THAN REPR NTATIVE DAT~ ~ !/ , ~~ ADDRESS 500 N THIRD STR ET, PO BOX 1,004_ HARRISBURG PA 1,71,08 PLEASE USE ORIGINAL FORM ONLY 1505610140 Side 1 15056],0140 ~~ 1 • REV-1500 EX ~ecedent'sName: WILLIAIrI D • GREENLEE Decedent's Social Security Number 1, 6 8 3 0 5 2 2 8 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. • 2. Stocks and Bonds Schedule B 2. 1, D 9 2 9. 8 1 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. • 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 1, D 5 7 • D 8 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 9 8 . 4 2 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. ~ 2 2 5 7 6 . 9 5 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 7 3 4 6 6 2 . 2 6 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 5 9 2 5 . 9 D 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. • 11. Total Deductions (total Lines 9 and 10) ............................... 11. 5 9 2 5 . 9 D 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 7 2 8 7 3 6 . 3 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... 14. 7 2 8 7 ~ 6 . 3 6 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.ooo 7 2 8 6 3 7 9 4 15. 16. Amount of Line 14 taxable at lineal rate X .045 9 8 4 2 16. 17. Amount of Line 14 taxable at sibling rate X .12 D D D 17. 18. Amount of Line 14 taxable at collateral rate X .15 D D D 18, 19. TAX DUE .................. ........................... .. ..... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1,50561,0240 1,50561,0240 1,5056],0240 D. 0 0 4. 4 3 0. D 0 0. D 0 4. 4 ~ J Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Total Credits (A +~ B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT 4.43 0.00 0.00 4.43 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................. ..... ^ ^ 0 b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ 0 c. retain a reversionary interest; or ........................................................................................... ..... ^ 0 d. receive the promise for life of either payments, benefits or care? .................................................. ..... 2, If death occurred after December 12, 1982, did decedent transfer property within one year of death ~ 0 without receiving adequate consideration? ................................................................................. h? " ...... ^ 0 ... or payable-upon-death bank account or security at his or her deat 3, Did decedent own an "in trust for ...... Did decedent own an individual retirement account, annuity or other non-probate property, which 4 , contains a beneficiary designation? ............................................................................................ ...... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent (72 P.S. §9116 (a) (1,1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disc{osure 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 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 (72 P.S. §9116(a)(1.2)]. ~ The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1,2) [72 P.S. §9116(a}(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1500 EXy Page 3 File Number npcPrl~nt's Complete Address: 21 11 0062 R ~V-1503 Ei+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM D. GREENLEE 21 11 0062 All property jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. New England Securities -Account No. 4NE-146242 -See attached 10,929.81 TOTAL (Also enter on line 2, Recapitulation) I $ 10,929.81 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) i ~ . SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ M~~7C. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM D. GREENLEE 21 11 OOb2 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Commonwealth of PA, Department of Treasury, Bureau of Unclaimed Property -Claims P;~yment Check 114.00 3. New England Securities -Account No. 4NE-146242 -See attached 943.08 TOTAL (Also enter on line 5, Recapitulation) I $ 1 057.08 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10) ~ ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: WILLIAM D. GREENLEE 21 11 0062 _ If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Daniel P. Greenlee 768 Arlington Road Son Camp Hill, PA 17011-1603 8 C ,JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE. OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERESI 1. A. 8/84 $100 Series EE Bond -Issue Date: 8/84 196.84 50. 98.42 TOTAL (Also enter on Line 6, Recapitulation) I $ 98.42 If more space is needed, use additional sheets of paper of the same size. REV-1510 E~X+ (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER WILLIAM D. GREENLEE 21 11 0062 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. New England Securities -IRA Account No. 41H-828448 -See attached 109,246.56 :100.00 109,246.56 Beneficiary: Barbara B. Greenlee (spousal} 2. New England Financial -Non-Qualified Annuity Account No 4401066713 54,115.34 1.00.00 54,115.34 See attached Beneficiary: Barbara B. Greenlee (spousal) 3. MetLife -IRA Account No. 7700024081 -See attached 559,215.05 100.00 559,215.05 Beneficiary: Barbara B. Greenlee (spousal) TOTAL (Also enter on Line 7, Recapitulation) I $ 722,576 95 If more space is needed, use additional sheets of paper of the same size. REV-1511 E~C+ (10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM D. GREENLEE 21 11 0062 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2 Attorney Fees: Butler Law Firm 1,950.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500.00 Claimant Barbara B. Greenlee Street Address 768 Arlington Road City Camp Hill State PA ZIP 170a 1 Relationship of Claimant to Decedent Spouse 4. Probate Fees: 115.50 5 Accountant Fees: 6. Tax Return Preparer Fees: 7, Cumberland Law Journal -Estate Advertising 75.00 8. The Sentinel -Estate Advertising 219.40 9. Photocopies 31.00 10. Cumberland County Register of Wills -Filing Fee 5.00 11. Cumberland County Register of Wills -Filing Fee 30.00 TOTAL (Also enter on Line 9, fZecapitulation) I $ 5,925.90 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX x(01-10) - • ~ pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WILLIAM n. GRRFNI,F,F. ~> > ~ nn~o RELATIONSHIP'f0DECEDENI AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a} (1.2}.] 1. Barbara B. Greenlee Spousal 728,637.94 768 Arlington Road Camp Hill, PA 17011 2. Daniel P. Greenlee Lineal 98.42 768 Arlington Road Camp Hi11, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF RED'-1500 COVER S HEET, AS APPROPRIATE, II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVEI~ SHEET. $ it more space is neeaea, use aaaltional sneers or paper of the same size, ' .. ~• ~ ,~ , LAST WILL AND TESTAMENT OF WILLIAM D. GREENLEE I, WILLIAM D. GREENLEE, of Cumberland County, Pennsylvania, do hereby make this my Last Will and Testament, revoking any former Wills and Codicils made by me. ARTICLE ONE IDENTIFICATION OF FAMILY MEMBERS I am married to Barbara B. Greenlee, and al.l references to my wife in this Will are to her. I have three children: Janis ~G. Hamann (born October 8, 1961); Patricia G. Thornton (born ~Jurl~ ~~~~~ 16, 1965); and Daniel P. Greenlee (born August 3, 1984). These and any other children born to or adopted by my wife and me are described in this Will as "my children," or as "a child of mine." Any person born to or adopted by a child of mine is described in this Will as "my issue." Provided, however, no adopted person .shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of twenty-one (21) years. ARTICLE TWO BEQUEST OF TANGIBLE PERSONAL PROPERTY I give my tangible personal property and all casualty insur- ance that I am carrying on said tangible persona]! property to my wife, or, if she does not survive me, I give saici property to such of my children who are living at my death, to be divided ~` 1 f~, /~/[,y' - 1- ~ ~ ~ ~ ~f equitably among or between them as they may determine, or, if they are unable to agree, as my Personal Representative shall determine, after considering the wishes of such children. I have complete confidence that my wife, my children or my Personal Representative will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my estate to pass as hereafter described. ARTICLE THREE MARITAL BEQUEST If my wife shall survive me, I give, devise and bequeath to my wife, cash, securities or other property of my estate (undi- minished by any estate, inheritance, succession, death or similar taxes) having a value equal to the maximum marital deduction as finally determined in my federal estate tax proceedings, less the aggregate amount of marital deductions, if any, allowed for such tax purposes by reason of property or interests i.n property passing or which have passed to my wife otherwise than pursuant to the provisions of this Article; provided, however, the amount of this bequest shall be reduced by the amount, if any, needed to increase my taxable estate (for federal estate tax purposes) to the largest amount that, after allowing for the unified credit against the federal estate tax, and the state death tax credit against such tax, will result in the smallest (if any) federal W .~ ,~ -2- estate tax being imposed on my estate. The term "maximum marital deduction" shall not be construed as a direction by me to exer- cise any election respecting the deduction of e~~tate administra- tion expenses, the determination of the estate t:ax valuation date, or any other tax election which may be available under any tax laws, only in such manner as will result in a larger allow- able estate tax marital deduction than if the contrary election had been made. My Personal Representative shall have the sole discretion to select the assets which shall constitute this bequest. In no event, however, shall there be included in this bequest any asset or the proceeds of any asset which will not qualify for the federal estate tax marital deduction, and this bequest shall be reduced to the extent that it cannot be created with such qualifying assets. My Personal Representative shall value any asset selected by my Personal Representative for distribution in kind as a part of this bequest a~ the value of such asset at the date of distribution of such asset. ARTICLE FOUR RESIDUARY BEQUEST I give, devise and bequeath the rest, residue and remainder of my property of every kind and description (inc:luding lapsed legacies and devises), wherever situate and whether acquired before or after the execution of this Will, to my Trustee, ~~ -3- ~~ ~ ~ hereinafter named, to be held, administered and distributed as the "Bypass Trust." ARTICLE FIVE ADMINISTRATION AND DISPOSITION OF BYPASS TRUST The Bypass Trust shall be held, administered and distributed as follows (1) My Trustee shall pay to or apply for the benefit of any one or more of my said wife, my children and my issue, until division into shares pursuant to Paragraph (4), all of the net income from the Bypass Trust in convenient installments in such shares and proportions as my Trustee in its sole discretion shall determine primarily for the medical care, education, support and maintenance in reasonable comfort of my said wife, children and 'issue, taking into consideration to the extent m.y Trustee deems advisable, any other income or resources of my said wife, children and issue known to my Trustee, considering that my wife is the primary object of my bounty. (2) Prior to division into shares pursuant to Para- graph (4), my Trustee may pay to or apply for the benefit of any one or more of my said wife, children and issue :such sums from the principal of the Bypass Trust in such shares and proportions as in its sole discretion shall be necessary or advisable from time to time for the medical care, education, support and mainte- nance in reasonable comfort of my said wife, children and issue, 4 -. / -4- taking into consideration to the extent my Trustee deems advis- able, any other income or resources of my said wife, children and issue known to my Trustee, considering that my wife is the primary object of my bounty. Any payment or ap~>lication of benefits for a beneficiary pursuant to this Paragraph shall be charged against this Trust as a whole rather than against the ultimate distributive share of such beneficiary to whom or for whose benefit the payment is made. (3) My wife shall have a special power to appoint all or any portion of the Bypass Trust during her lifetime by written document, delivered to my Trustee, referring expressly to this Article, or by Will, validly executed and attested referring expressly to this Article, among such other person or persons hereinafter named or described, absolutely or in trust, as she may indicate. This special power of appointment is exercisable only in f avor of a child of mine as described in this Will or to the issue of any such child. My wife shall have no power to appoint the principal of this fund or income accumulated thereon to herself, to her estate, to her creditors, or to the creditors of her estate. My Trustee may rely upon an attested Will probat- ed in any state that otherwise meets the requirements of this Paragraph. (4) In default of the exercise of such powE~r of appointment by my said wife, or insofar as any part of the Bypass Trust shall ~ ,~~~t -5- ~~ not be effectively appointed, then upon the death of my said wife, or upon my death if my wife did not survive me, the entire r~ema~ining principal of the Bypass Trust, or the .part of such trust not effectively appointed shall be divided into equal separate shares so as to provide one (1) share for each then- living child of mine and one (1) share for each deceased child of mine who shall leave issue then living. The share provided for a living child of mine shall be distributed to such child. The share provided for a deceased child of mine who shall leave issue then living shall be distributed per stirpes to :such issue. (5) If at the time of my death, or at any :later time prior to~~:final distribution hereunder, my wife, my chi:Ldren, and all my issue are deceased and no other disposition of the property is directed by this Trust, then and in that event only, the then- remaining property of this Trust, together with any undistributed income, shall be divided and paid over and distributed one-half (?) to those persons then living who would then be my heirs, their identities and respective shares to be determined in accordance with the law then in effect in the Commonwealth of Pennsylvania, as if I had then died intestate, and one-half (2) to those persons then living who would then be my wife's heirs, their identities and respective shares to be determined in accordance with the law then in effect in the Commonwealth of Pennsylvania, as if she had then died intestate. ~/ ~ ~ -6- ~ .. (6) My Trustee shall send the income beneficiaries or their representatives statements showing the transacti~~ns in the Bypass Trust at least annually. My Trustee and any beneficiary shall be entitled at any time to seek a judicial settlement of the account of the Bypass Trust in any court of competent jurisdiction selected by my Trustee. Alternatively: (a) My Trustee may at any time settle any account or question concerning the administration of the Bypass Trust by agreement with the current income beneficiaries and either with their then legally competent li~~ing descendants or with all the legally competent persons wtio my Trustee determines would be entitled to receive a share of the principal if the Bypass Trust were to end at: the time of the agreement (disregarding powers of appointment); however, (i) If my Trustee determines that: there is no legally competent person to make an agreement, then the agreement may be made by~the legal repz-esentative, legally competent spouse or oldest legally competent relative of the closest degree of each person specified above; and (ii) If an addition is made by Will or from another trust, my Trustee may accept the statement of the fiduciary that the property delivered to my Trustee constitutes all the property to which my Trustee is [J~~,~r -7- entitled. My Trustee shall have no duty to require the fiduciary to state an accounting of his, her or its administration or to inquire into any action of the fiduciary, and only shall be responsible for the prop- erty which my Trustee receives. (b) Any agreement under the above subparagraph (a) shall bind all persons who may ever be interested in the Bypass Trust, and shall effectively release and discharge my Trustee. ARTICLE SIX SUBCHAPTER "S" SAVINGS PROVISIONS {1} To the extent that the property available to fund the Bypass Trust created under Article Four consists of "S" Corpora- tion stock, and my Personal Representative elects to fund the Bypass Trust with "S" Corporation stock, then al:l such stock shall be allocated to a separate trust, to be known as the "ASST/Bypass Trust." The term "'S' Corporation" means a corpora- tion for which an election under Subchapter "S" of the Internal Revenue Code of 1986, as amended, is in effect. (2} The QSSTJBypass Trust shall be held, administered and distributed as follows: (a~ My Trustee shall pay all of the income of the QSST/Bypass Trust to my wife at least annua]_ly. C~~~~ ,~~ _$_ (b) My Trustee may pay to, or apply f'or the benefit of my wife, from time to time, so much of the principal of the QSST/Bypass Trust as my Trustee determines to be necessary or advisable to provide for her medical care, education, support and maintenance in reasonable comfort. In exercis- ing this discretionary power, my Trustee may, but need not, consider any other resources of my wife, and shall give primary consideration to my wife's needs and desires. (c) The QSST/Bypass Trust shall terminate upon the death of my wife, or upon my death, if my wife did not survive me. Upon the termination of the QSST/Bypass Trust, my Trustee shall pay any accrued but undistributed income, if any, to my wife's estate, if she survived me. My Trustee shall then divide the principal of the QSST,~Bypass Trust into equal separate shares so as to provide one {1) share for each then-living child of mine who is eligible to be a shareholder of an "S" Corporation. The share provided for a living child of mine shall be distributed to such child, notwithstanding the protective provisions of` Article Seven. (d) My wife, or her legal representative, may elect to have the QSST/Bypass Trust treated as a qualified "S" Corpo- ration trust as provided in §1361(d) of the Internal Revenue Code of 198 6, as amended, or such similar section as may then be in effect. If such election is not made in a timely i; l ~~ it...~ _ ;- -9- or proper fashion, the QSST/Bypass Trust shall immediately terminate and all assets of the QSSTJBypass Trust shall be distributed outright to my wife. (e) If, at the time of my death, or at any later time prior to final distribution hereunder, my wife, my children and all my issue are deceased, then and in that event only, the then-remaining property of the QSSTJBypass Trust, to- gether with any undistributed income, shall be divided, paid over and distributed as follows: one-half (2) to those persons then living (who are eligible as shareholders of an "S" Corporation) who would then be my heirs,, their identi- ties and respective shares to be determined in accordance with the law then in effect in the Commonwealth of Pennsyl- vania, as if I had then died intestate, and one-half (2} to those persons then living (who are eligible as shareholders of an "S" Corporation) who would then be my wife~s heirs, their identities and respective shares to bE~ determined in accordance with the law then in effect in tree Commonwealth . of Pennsylvania, as if she had then died in~t:estate. ARTICLE SEVEN PROTECTIVE PROVISIONS If any share hereunder becomes distributable to a beneficia- ry who has not~~attained the age of twenty-five (25) years, then such share shall immediately vest in such beneficiary, but ~v~~~~~ _10_ notwithstanding the provisions herein, my Trustee shall retain possession of such share in trust for such beneficiary until such beneficiary attains the age of twenty-five (25) years, using so much of the net income and principal of such share as my Trustee deems necessary to provide for the proper medic~~l care, educa- tion, support and maintenance in reasonable comfort of such beneficiary, taking into consideration to the extent my Trustee deems advisable any other income or resources of such beneficiary or his or her parents known to my Trustee. Any income not so paid or applied shall be accumulated and added t:o principal. Such beneficiary's share shall be paid over and distributed to such beneficiary upon attaining the age of tweet:y-five (25) years, or if he or she shall sooner die, to his or her executors or administrators. I recommend that my Trustee consider dis- tributing all income from such share to such beneficiary when such beneficiary attains the age of twenty-one (21) years. My Trustee shall have with respect to each share sc- retained all the powers and discretions had with respect to the trusts created herein generally. ~~.-~- -11- ARTICLE EIGIiT PERPETUITIES SAVINGS PROVISION Anything in this Will to the contrary notwithstanding, no trust created herein shall continue beyond twent~t-one (21) years after the deaths of the last to die of my issue living at the time of my death; upon the expiration of such pel-iod, all trusts shall terminate and all the assets thereof shall be distributed to those beneficiaries (and in the same proportions) as are then entitled to receive the income therefrom. ARTICLE NINE SIMULTANEOUS DEATIi If any beneficiary and I should die under such circumstances as :would render it doubtful whether the beneficiary or I died firrst, then it shall be conclusively presumed for the purposes of this my Will that said beneficiary predeceased me; provided, however, that if my wife shall die with me as aforesaid, I direct that my wife shall be conclusively presumed to have survived me. ARTICLE TEN PERSONAL REPRESENTATIVES AND TRUSTEES (1) I name my wife, Barbara B. Greenlee, as my Personal Representative. If she is unable or unwilling to serve, I name my daughter, Patricia G. Thornton, as my Personal Representative. I direct that my Personal Representative, and her successors, herein referred to as my Personal Representative regardless of ~~y~l°~ -12- number or gender, serve without bond in any jurisdiction in which called upon to act. (2} I name my wife, Barbara B. Greenlee, and my daughter, Patricia G. Thornton, as my Co-Trustees. I direct that my Co- Trustees, and their successors, herein referred to as my Trustee regardless of number or gender, serve without bond in any juris- diction in which called upon to act. (3} If my daughter should fail to qualify .as Trustee here- under, or for any reason should cease to act in .such capacity, or if both my wife and my daughter should be unable or unwilling to sere (or continue serving) as Co-Trustees, the ;successor or substitute Trustee shall be some qualified person, including an attorney, accountant, bank with trust powers, or trust company, which successor or substitute Trustee shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate and signed by my wife, or if she fails to act, signed by or on behalf of a majority of my children who have attained the age of eighteen (18) years, or if they fail to act, by the court having jurisdiction over the Trust. The situs of the Trust may be transferred to the situs of :such successor or substitute Trustee by designation in the written instrument aforesaid . (4) Any corporate Trustee or Personal Representative shall receive compensation in accordance with its standard schedule of J ,~ -13- fees in effect while its services are performed. No individual Trustee or Personal Representative who is a benE~ficiary of any trust under this Will shall receive compensatiotl. ARTICLE ELEVEN POWERS OF PERSONAL REPRESENTATIVE AND TRUSTEE (1) I give to any Personal RepresentativE: and to any Trustee named in this Will or any Codicil hereto or to any suc- cessor or substitute Personal Representative or Trustee all of the powers enumerated in this Will and all of tYie powers applica- ble by law to fiduciaries in the Commonwealth of: Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fidu- ciaries Code, as effective and as in effect on t:he date of my death, during the administration and until the completion of the distribution of my estate, and until the termination of all trusts created in this Will or any Codicil hereto and until the completion of the distribution of the assets of such trusts. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without: court authoriza- tion. (2) In determining the federal estate and income tax liabilities of my estate, my Personal Representative shall have discretion to select the valuation date and to determine whether any or all of the allowable administration exper.~ses in my estate shall be used as federal estate tax deductions or as federal i ~ -14- income tax deductions and shall have the discretion to file a joint income tax return with my wife. (3).~ If at any time any trust created hereunder (or any share thereof if the trust shall have been dividE~d into shares} shall be of such value that, in the opinion of my Trustee, the administration expense of holding the assets contained therein in trust is not justified, my Trustee, in its absol~~te discretion, may terminate such trust and distribute the trust property to the person or persons then entitled to receive or have the benefit of the income therefrom or the legal representative of such person. If there is more than one income beneficiary, my Trustee shall make such distribution to such income beneficiaries in the pro- portion in which they are beneficiaries or if no proportion is designated in equal shares to such beneficiaries„ (4) My Personal Representative and Trustee are authorized and empowered to acquire and to retain, either pE~rmanently or for such period of time as my Personal RepresentativE, or Trustee may determine, any assets, including the capital stock of any closely held corporation, whether such assets are or are not of the character approved or authorized by law for investment by fidu- ciaries and whether such assets do or do not represent an overconcentration in one investment. (5) My Personal Representative and my Trustee are autho- rued and empowered to disclaim any interest, in whole or in -15- part, of which I, my Personal Representative, or my Trustee, may be the beneficiary, devisee, or legatee, by executing an appropriate instrument (in accordance with section 2518 of the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect). (6) My Personal Representative and Trustee are authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or person- al property and to give options to buy or lease any such proper- ty. Additionally, my Personal Representative and Trustee are authorized and empowered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to ;pledge property as security therefor, to make loans to and to busy property from anyone (including a fiduciary or beneficiary hereunder); provided that any such loans shall be adequately secured ;end at a fair interest rate. (7) My Personal Representative and Trustee are authorized and empowered to allocate property, charges on property, receipts and income among and between principal or income, or partly to each, without regard to any law defining principal and income. (8) My Personal Representative and Trustee are authorized and empowered to join in any merger, reorganization, voting-trust plan or other concerted action of .security holders, and delegate discretionary duties with .respect thereto. ~.~..~/ -16- (9) My Personal Representative and Trustee are authorized and empowered to distribute in cash or in kind or partly in each. • ARTICLE TWELVE LIMITATION ON TRUSTEES No person who at any time is acting as a co-trustee (if any) hereunder shall have any power or obligation to participate in or to exercise any discretionary authority that I nave given to my Trustee to pay principal or income to such person, or for his or her benefit or in relief of his or her legal obligations. Such discretionary authority shall be exercised solely by the disin- terested Co-Trustee(s). ARTICLE THIRTEEN SPENDTHRIFT PROVISION No interest of any beneficiary under this Will, any Codicil hereto, or any trust created herein, shall be subject to anti- cipation or to voluntary or involuntary alienation. ARTICLE FOURTEEN TAX APPORTIONMENT All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penal- ties thereon with respect to all property compr~.sing my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without l - -1~- ~ r apportionment or right of reimbursement. I autY:~orize my Personal Representative and Trustee to pay all such taxes; at such time or times as deemed advisable. ARTICLE FIFTEEN NOMINATION OF GUARDIANS FOR MINORS If my wife does not survive me, I hereby a~~point my daugh- ter, Patricia G. Thornton, or if she shall be unable or unwilling to serve, I appoint Antoinette Dinatale as guardian of the person of any minor child of mine, said guardian to serve without bond or surety and without the intervention of any court or courts, except as required by law. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and Testament this ~0~`-day of ~,~v~~-~ti~~ 1997. ~ - .,~~ ( SEAL ) WILLIAM D. GREEN EE SIGNED, SEALED, PUBLISHED, and DECLARED by WILLIAM D. GREENLEE, as and for his Last Will and Testament, on the day and year last above written, in the presence of us, who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: -18- LL . SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN WE, WILLIAM D. GREENLEE, and Bridget M. Whi~zey Pamela S. Wolfe and Kristi P. Foster the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly (willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in .the presence and hearing of the Testator, signed the Will as witness and to the best of his or her knowledge the Testator was at :that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. t WILLIAM D. GREENLEE, Testator ~ ~ ~~.. Wetness Subscribed, sworn to, D. GREENLEE, the Testator, by Bridget M. Whitley Kristi P. Foster , o f ~ d ~~-Q~~9..s~-~, 19 9 7. and acknowledged before me by WILLIAM and subscribed and sworn to before me _, Pamela S. Wolfe and witnesses, this ~-~~ day ~` \~ , Notary Publ" (~ NOTARIAj~S L MICHELLE E BOILER, platy Public Harrisburg City. in County My Commission Expires Nov. 9. 1SJf -19- IN RE: IN THE COURT OF CO]V1MON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF WILLIAM D. GREENLEE, ORPHANS' COURT DP~ISION DECEASED NO. 2011-00062 '~ .' n ~~ ~-Un ~ DISCLAIMER ~`~m - Cf3 ~ "`! 7d~ _~7 ....?r~. TO WHOM IT MAY CONCERN: ~ ~ ~, n c~ c~:~ KNOW ALL MEN BY THESE PRESENTS, that we, BARBARA B. GREENLEE and PATRICIA G. THORNTON, designated Co-Trustees of the bypass trust created under Articles Four and Five of the Last Will and Testament of William D. Greenlee, have been granted the power under Article Eleven (5) of the Last Will and Testament of William D. Greenlee "to disclaim any interest, in whole or in part, of which I, my Personal Repre;~entative, or my Trustee, may be the beneficiary, devisee, or legatee, by executing an appropriate .instrument (in accordance with section 2518 of the Internal Revenue Code of 1986, as ~unended, or such similar section as may then be in effect)". Such disclaimed property would then pass to BARBARA B. GREENLEE under Article Three of the Last Will and Testament of William D. Greenlee. The Last Will rind Testament of Wiiiiam D. Greenlee, dated November 20, 1997, was admitted to probate on January 13, 2011 by the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary were granted thereon to Barbara B. Greenlee as Executrix. We are not receiving any consideration -for making this Disclaimer. ~~ ~~ ;~~~v- _.._. , ::~ t ~~ ~`_ `~ Intending to be legally and irrevocably bound, we do hereby wholly and permanently disclaim as Trustees of the bypass trust created under the Last Will and Testament of William D. Greenlee all of the property, power or interest passing to the bypass trust under any Will, Deed of Trust or otherwise, and by this Disclaimer, we do intend to irrevocably and unqualifiedly refuse to accept as Trustees of the bypass trust created under the Last Will and Testament of William D. Greenlee any property, power or interest passing to the bypas;~ trust under any Will, Deed of Trust or otherwise in compliance with the provisions of Section 2518 of the Internal Revenue Code of 1986, as amended, and the provisions of Chapter 62 of the Pennsylvania Probate, Estates and Fiduciaries Code in order to effect a qualified Disclaimer thereunder. IN WITNESS WHEREOF, we have hereunto set our hands and seals on the date indicated. wiTrrE (SEAL) Patricia G. Tho n, Trustee Date: ~p ~~ Lu~v. 1Q (~/ 1 1 .~ + IN RE: IN THE COURT OF COrvIlVION PLEAS OF CUIVIBERLAND COUNrCY, PENNSYLVANIA ESTATE OF WILLIAM D. GREENLEE, ORPHANS' COURT DIVISION DECEASED NO. 2011-00062 ACKNOWLEDGMENT OF DISCLAIMER BY EXECUTRIX To Whom It May Concern: KNOW ALL MEN BY THESE PRESENTS, that I, BARBARA B. GREENLEE, have been appointed Executrix of the Estate of William D. Greenlee, and I hereby acknowledges receipt of the Disclaimer by Barbara B. Greenlee and Patricia G. Thornton, Trustees of the exempt-ion trust created under the Last Will and Testament of William D.. Greenlee pursuant to the power granted to said Trustees under Article Eleven (5) of the Last V~Till and Testament of William D. Greenlee, Deceased. Dated: `0 - ~3 _ ~ D b IJ F b J Vi O ~~ d ~_ r ~° "'~ ~~ ~m ~~ ~~ !~ N~ O ~ :~ O~ ~O ~ i • r ~ o, n d . &° o0 - ~ S ~g z °~- E ~!~ ~ o S ~' 030 r y n~ a ~ ~~ c°o I ~ • -• m 'w ~~ a ~ °; I~~y: rt ~ O v o .{ y~~ ~ a ~'m~~ ~~ N oTT~ ~, V ;0 ~ T `` ~ n ~o 0 'o ~ -w ,a T ON ~~ ~I ~•~ ..~1 Q. ~'Q~ ,~ ~7r p. o' y ~ID ,~,~ ma C.y m ~. >~ C gN '~~ . -Tj m ~, ~' .v ~ ff ~. ~ ~ ~ N w ~~~nn ~:~ ~'~ aII~_ ~ <7'~ A ~ ~ <° 0 0 0 ~,a o °o. °o ~c N A rt a 0 11 Oe i = "O R" 8. K $~ 3 s' 1, '~ O ~ ~ ~~ Z '. r M w O r w r ~ 0 ~~ o ' ~ -+ O ~' C O O ~r~ ,nv~ ~- x A _ ^^ l~ ~0~~11 ~ ~ ~ ~~ ~ _ ~. O _~ ~ T' ~ C' N ° w ~n ~ ~ Y~ , --3 _ - ~ ~ r ~ ~ ~ . ~ O ~ a r . .~ ~ '~' N N o b - N - . - N o O ~ '. O O rt OO' ~a~~ ~. C '3 ~ a: o- do~ ~ ~ Z d ~ ' ~. C m ~o-•~ a _ ~ ~ •.~~ ~ ~~ ~ ~ u' '~_ ~ !O A ~ ? C ~ ~ o. ~ '~' ~ d . fp ~ '{ C ~a ~. ~ 17'1 ~ ° ~, A ~ N 01 ~ ~ ._ ~ N o . .~ ~ ~ W N ~ r ~ ~ u'Z YT ... o ~ ~ R' rnow;o ~. o ~o--oo ~ v+ O ao rn ~ of .. ,~ '~ g'. ~'- ~_ ~~ ~ F Z oOOO g ~ ~•. Q O1 \V .~ ~r~~~, f~ HSC Historical Prices ~ Harsco Corporation Common Stock Stock -Yahoo! Finance Page 1 of 1 New User? Register Sign In Help Preview Mail w/ Toolbar Yahoo! Mail ...~. ~,,~~ ~, ~ ~ ~' ~ ~ ~ ~ Search Web Search Dow 't' 0.67% Nasdaq '~` 0.89°/, NEWt HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES ~~ GET QUOTES Finance Searci~ Harsco Corporation (HSC) Mi% ~C~fVVt'i ~Ca INADt SCOVRITILS ti (vton, Jun 27. 2011, 11:29AIVt EDT - US Markets close in 4 hrs and 30 mins auk. - ~,"-r..~?v'~~ ` M Historical Prices Set Date Range Start Date: Sep 30 2010 ; Eg. Jan 1, 2010 __ End Date: Sep 30 2010 Get Prices Prices Date Sep 30, 2010 Open High Low Close Volume Adj Close'` rr~ ~~~~ . 24.57 25.15 24.32 24.58 522,200 24.07 * Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last ~ ~` `~` ~E_ Download to Spreadsheet , ~~ -- Currenc in USD. Y s= ;,~ r. .1 4 h .~ , C~~~"~ ~! i r !~ Y~i t• ~, ~3S Get Historical Prices for: ! GO AdChoires ~wi;Daily j t r. ;Weekly ~V : ..,rk. ,,,,~ .,~ „~.,,, ..f' ,,, .~ .~ ,., ~~ ~? Monthly QQ ~ ~ ~ ~ ' c_ Dividends Only ~7C r V ~ ,..+ ~- ..~-,-.~..-..,,r ~" ~` ~ ~ First ~ Previous ~ Next ~ Last ;., { gz86.23 At 11:14AM EDT: 3~ .~4 f' 0.16 (0.52%} Copyright ~~ 2011 Yahoo! Inc. Atl rights reserved. Privacy Policy -About Our Ads -Terms of Service - Gopyright/IP Policy -Send Feedback - Yahoo! NeWS Network Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, NYSE and Amex. See also delay times for other exchanges. Quotes and other information supplied by independent providers identified on ttie Yahoo! Finance partner page.Quotes are updated automatically, but wilt bc: turned off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes. Atl information providoci "as is" for informational purposes only. not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for an~~ informational errors, incompleteness, or delays. or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). International historical chart data, daily updates, fund summary, fund performance, dividend data and Morningstar Index data provided by Morningstar, Inc. http://finance.vahoo.com/Q/hp?a=08&b=30&c=2010&d=08&e=30&2010&~=d&s=hsc 6/27/2011 R~4D Historical Prices ~ Rite Aid Corporation Common Sto Stock -Yahoo! Finance Page 1 of 1 New User? Register Sign In Help Make Y! Yaur Homepage Yahoo! Mail ,~,~`, c, ~ ~ ~ A ~ ~ ~ .,. r,~,.~ ~.~ Web Search Dow '~` 0.65°!° Nasdaq "t' 0.89% NEWT HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES ~~ ~~ GET QUOTES Finance Search Rite Aid Corp. (RAD) RA ~ TRA~~S F4R ~ SAYS t»~ra scaerRiYics «e Historical Prices Set Date Range Start Date: Sep 30 2010 Eg. Jan 1, 2010 End Date: Sep 30 2010 Get Prices Prices Date Sep 30, 2010 Get Historical Prices for. GO AdChoices ~~i Daily ~ I .~ ~. ~ ~ '~..~ Weekly ,,,,r ,.~-..e -.~ .....~;~ ~;~ Monthly ~ ~~. ~" ;Dividends Only . -~ -~..r.,rn,,~-~f.~,~ ~.. , ~,.: ~.. First ~ Previous ~ Next ~ Last ,~ Open High Low Close Volume Adj , ' '" '` Close' ~~~~:. 0.95 0.95 0.93 0.94 4,127,700 0.94 " Close price adjusted for dividends and splits. ~, ~~•' ~ ~~ . ~~; First ~ Previous ~ Next ~ Last ~k~ ,~ k ~~-~ ~~~ Download to Spreadsheet Currency in USD ~,: , :~'` '. -~= ,'= ~~: E, :~ ~ , `,~ ,~ / -~ ~% . ~~ t~ I .~~~ ,~'~a ;~t,"~., © /' '9 c e ~.. ~,. At 11:14AM EDT: ~ .20 0.00 (0.00%) Copyright ~`;~ X011 Yahoo! Inc. All nyhts reserved. Privacy Policy -About Our Ads -Terms of Service - Copyricdht/IP Policy -Send Feedback - YahOO! NEWS NetWOrk Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, NYSE and Amex. See also delay times for other exch2~nges. Quotes and other information supplied by independent providers identified a~ the Yahoo! Finance partner page.Quotes are updated automatically, but will be turned off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays. or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information fa.ind therein. Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). International historical chart data, daily updates, fund summary. fund performance, divicierid data anti Morningstar Index data provided by Morningstar, Inc. Mon, Jun 27, 2011, 11:29AM EDT - U.S. hl~larkets close in 4 hrs 31 min:: httn://finance.vahoo.com/a/hn?a=08&b=30&c=2010&d=08&e=30&2010&~=d&:s=rad 6/27/2011 BK Histprical Prices ~ Bank of New York Mellon Corpora Stock -Yahoo! Finance Page 1 of 1 New User? Register Sign In Help Preview Mail w/ Toolbar Yahoo! Mai! ~~... _. ~,~, ~, ~" ~ ~ ~ ~ ~ ~ Search Web Search Dow if' 0.69°~° Nasdaq "r' 0.91°/a NEW! HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES ---- ~~ ~, GET QUOTES 1=inartc;e Search The Bank of New York Mellon Corporation (BK) .,, ~. ,~:.~.i~:.~:n ,ice ~. r • tvton, ,tun 27, 2011, 11:29AM EDT - US Markets close in 4 hrs and 30 mites BK Historical Prices Set Date Range ...... ....... Start Date: Sep 30 2010 Eg. Jan 1, 2010 End Date: Sep 30 2010 Get Prices Prices Date Sep 30, 2010 Get Historical Prices for: GO AdChoicns ~'~ Weekl ~r ~ w ~, k~ i~ Monthly ~ ~ t ~ ~ ~ ~ ~ ,` ~._~~ Dividends Only -«.-? -.. -.-.,~ ..~ .-~.~: •~ First ~ Previous ~ Next ~ Last Open High Low Close Volume Adj - Close* ~ 26.00 26.50 25.96 26.13 8,462,500 25.84 * Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last ~~ "4- Download to Spreadsheet 'Y .~ Currency in USD. ~. t;;:;, ac.z3 X 'f2 , rcPi 6c ~. !i~ ~r t~l~t ~`, At 11:14AM EDT: 24.89 ~' 0.25 (1.01 °lo} Copyriyht'•:~ 2011 Yahaol Inc. All rights reserved. Privacy Policy -About Our Ads -Terms of Service - Gopyright/IP Policy -Send Feedback - Yah00! NeWS NetWOrk Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, NYSE and Amex. See also delay times for other exchanges. Quotes and other information supplied by independent providers identified on the Yahoo! Finance partner page.Quotes are updated automatically, but will be turned off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes. All information proviciori "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays. or for any actions taken ir; reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI}. International historical chart data, daily updates, fund summary, fund perforrnanre, dividend data and Morningstar Index data provided by tvlorningstar, Inc. - ~. http://finance.yahoo.tom/Q/hp?s=BK&a=08&b=30&c=2010&d=08&e=30&201 C-&~=d 6/27/2011 Pe,~nsylv,~nia Treasury -Bureau of Unclaimed Property - Page 1 of 1 Back ~ ~ New Search ~ Owner Information . ~ S l_oa In Please note, you are about to request a claim form for unclaimed property. Potential claimants should be aware that proof of ownership and identification is required to receive payment. Therefore, individuals are encouraged to verify ownershiip as thoroughly as possible before submitting a request for payment. Verification should include a careful examination of all available records and receipts intended to be used as ownership verification. Under no circumstances will the Treasury Department pay a claim where the c;laimant's only proof of ownership is name confirmation. To submit a claim, check any properties you are eligible to claim, choose if you are the owner or heir, then click "Print Claim Form". Please print the form, fill it out completely and mail it to the address found on the form. The form must be notarized and can not be E-mailed at this time. NOTICE: The amount you receive is subject to change due to several factors, including but not limited to, a miscalculation or computer error, receipt of additional information, or subsequent change in property type. Claim Owner(s) Address Holder Name Property Dates Id's T e Selected Pro ert ~- ~ ~ GREENLEE, 768 Arlington United Concordia Life & Claims Payment Property: Property Id: ._. ILLIAM D Rd Health Insurance Co Check 04/15/2004 9483613 Camp Hill, PA Reported: 17011 03/25/2010 Selected Pro ert ~_ GREENLEE, 768 Arlington United Concordia Life & Claims Payrrient Property: Property Id: ILLIAM D Rd Health Insurance Co Check 07/18/2002 7906950 Camp Hill, PA Reported: 17011 03/26/2008 State Claim Inquiry Please complete the following with your current information and then click 'iPrint Claim Form'. Your First Name _k Your Middle Name Your Last Name '~ Your Current Address __ ___ _ _ __ Your City 'k Your State * Please Select ___ _ _ Your Zip _ __ _ __ __ Your Country * 'United States of America Your Email Please confirm your Email Your Phone Claiming as '` « Please Select » The following fields are optional, if you leave them blank please fill them in on the claim form. Your SSN - - Your Date Of Birth (mm/dd/yyyy) Required Fields Print Claim Form ~ Back Important! Please check your details before hitting the 'Print Claim Form" button. ~ Check here if you would like the system to retain the above information for the purpose of filing multiple claims. (Values are stored in temporary cookies and deleted when browser is closed). (The SSN is not saved in a cookie for security purposes). https://www.patreasury.org/unclaimed/C1aimList. asp 1 /9/2011 •~ y t ~ ~::: ~~ II 4v-tl! •4FWlti~`ty.~i. \ i~$i'}\~eael'.'•,7~S,g."~.~`>21'AaT~iiy~t.="G: iIK T%~ Gift 168=30-~~228 Daniel Paul -G~reenle~e .I I • - - :i Y; 2302 Bellevue Rd.- .~: • ~~ - ..• ~ - ~-- ~~~ Harrisburg; ~•Pa 1~i~4::~: - -'::: ~ ~-. ~ ~: k ru~;eoA~r.ccuro.a.ul.AVrno ~ ~ a Awn nwiur ~ ru Iwt rtnt. H r ~•~ o[rA07vc.If a TM.[ CAI:/.Iitn\ s:ASNfUG{n`. . r::.o.ct. •:..:t•,nI a. '1 IM} •KRNIXW ,fnrrt ryq~Nr silneuJ ISSUE- DATA WHICH IS THE FIRS1 OAY OF Sep_t_. _1.9.84_ _ (,M~OfJ,T.tIZ~ f r ~ .•{ YEAR) Lr EGr•Slr.ffJv~~Vf:~'j~1~41 ~ ~JI t>:~Ol~fl~~ A --~ ~ ~ t I. ~7~~r-•a~7 j. I ~ ~- r, 1 ~~~t +` DATING BTAMP / . ~~ ~ .~:.4 19~~~ -, - ___..,. C 71;14 •Q 4 4 8 ~E ~ .. ::::-•rs~-'?` ., ,}} , ~:sv1:'~D •~~`a++~1;`wrO'r«t+~r~..~"w~'~.d~e~~..~1~~i WHICH IS THE FIR5T DAY OF . ~ a+~r.l "'~~'1,~, T~ Gift' 18Q-62-~~32 A~u st 19$~ ~ ' ~'~ Gre a ~a:rr e.l Paul n~. e e I I __ '~"°' ~• '~"""~ "'' Pi~-r~'n~ra~t~r ~~ ;~~~ ::;. ~ ~ + 2302 Bellevue Rd. .. ~,.<< '.:.~~ :' , 1 10 "}' Harr~.sburg, Pa. 7 1 164UIN0 AOENT'6 ; 1 . _ OR t wt ~ /MP 1. j t • • William Greenlee r ,, ,/ "''^+=T~ ~ ~iyg71~L/~' {l~~~•~o~~ ~ rnlsaarobnwtouwot~AUnibn ~muuntrwrro~er•u/wtYOto, nNOUwuea to the nM .*Attooncn\~rc n1K~x...K~uor. ~~ ~ ~,eyQ,,,r ~ ~ ~ ~ O (~ ~ Q h ["" ,t'.p Q u {F.,~~ 0-~ otrMrr~AYiibfOinCAwRr '. ._..~....._,.......+..,~aea.b.wlee.er:s~oeaaecrta[vi:a:s2mi:a.)fecii7nR2Ct:L4r:c 'Or t;t. a:~:.:uLt%t:CSG~i%~iitrtRPOi'IIirYY~ti~'ip ~ . C~culated Value of Your Paper Savings Bond(s) Page 1 of 1 Calculated Value of Your Paper Savings Bond(s~ Calculator Results for Redemption Date 09J2010 Total Price Total Value Total Interest YTD Interest $50.00 $196.84 $146.84 $7.64 Bonds: 1-1 of 1 Issue Next Final Issue Interest Serial # Series Denom Date Accrual Maturity Price Interest Rate Va{ue Not 65206380EE EE $100 08/1984 02/2011 08/2014 $50.00 $146.84' 4.00% $196.84 Totals for 1 Bonds $50.00 $146.84 $196.84 Notes NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earning interest httn ~ //www.trea.~i~rvc~irect. ~nvBC/SB(~Pri ce 7/5/2011 • ` Page 1 of 3 • New England Financial® A MetLi{e Company t New England Life insurance Company P.O. Box 14594 Overnight Address: Des Moines, IA 50306-3594 4701}Westown Parkway, Suite 200 1 (800) 435-4117 West Des Moines, IA 50266-2266 ~,www.nefn.com WILLIAM D GREENLEE 768 ARLINGTON RD --- CAMP HILL, PA 1 701 1-1 603 ..~~ 1~~~lll„~~III~~~~~~I1~>>II~~~II~11~~11~~~~~1f~~ll~~l~~l~~ll~~l Quarterly Statement Statement Period: JuNy 01, 2010 -September 30, 2010 ,~ ~r~, ~ .-. ~ ~;~~ r . Y ~ ~,~ ~ ~ ~I~xA~Pfb~drtCt ~~t,~ xu R~ Issu~aD. ~ ~ ~ ~ i ~.< x si. ~ ~ .T4... . f:£..E.'sTaa ~ a s ~ ~ :~ 2/13109 American (Forerunner Standard Class(Internal Exch) =Contra'` r>I °;~~~~, ~ w'' ~ ~; ,A~ t~n~TQ e •` 4401066713 ~ Non-Qualified r ;--. - - ~ ~ -c. . 3,P3: T ,..,r^f.,...Y. _ _. ~. .S'x .fL~'44~8a Y" , _ . .. . ~ . :,ew ? ..~ ~ .. „~'.4r~ WILLIAM D GREENLEE r ,.~ ~ , ...:fix _. ,< :;:~~~..~:~~~~~ .. . = ~ ..~ _ ; WILLIAM D GREENLEE r~p~t~' erne ;'` ~ .Qc S 5~~~' a5 %fi$. }:m n, .c, ~"~'.. T Agent, Phone. ~q - ,t f '~ c..2' :ct. r3' i"' ~a RUTH SIMONS I (717) 238 - 8366 021-1979 Account Summary Values shown below are as of September 30, 2010 unless otherwise noted. Account Ba{ance Death Benefit 11~ Predictor Plus(2008) Income Base t'61 Annual Increase Amount (as of last contract anniversary) ~10I Automatic Annual Step up X471 Next Automatic Annual Step up Date (481 $54,115.34 $54,115.34 S $53,982.15 N $53,861.76 Yes 213/11 Your Account Summa I nformation Since Issue - 02 /13/2009 TOTAL TOTAL NET TOTAL GAIN OR ENDING BALANCE (31 PURCHASE PAYMENTS WITHDRAWALS LOSS OR INTEREST EARNINGS ~2) AS OF 09/30h 0 $ 51,338.52 S 3,425.24 $ 6,202.06 $ 54,115.34 Investment Options 25.1 % PIMCO Total Return $13,598.09 Percentages may not equal 100% as they 49.8% Fixed Account $26,973.56 are rounded to the nearest percent. 25.0% American Funds Bond Fund $13,543.69 25.0 .. Total Account Balance $54,115.34 '~'~;~; '''' ' a9.s°i° 2s.~~ New England Financial® A MetLife Company Please make checks payable to: New England Financial L_ DO NOT SEND CASH. Write your account number on the check(s) and mail to: New England Life Insurance Company P.O. Box 14594 Des Moines, IA 50306-3594 For change of address please complete below: Street Address .------•-----------------------•----------------•-------- City .._.._._....-• ................... State ........ Zip •----...... Mail-in Stub IRA ACCOUNTS ONLY: Is this a rollover contribution? _Yes _No If not, for which tax year are you making this contribution? _ WILLIAM D GREENLEE WILLIAM D GREENLEE 4401066713 6158°11-021-199 0 0 0 ° o ° 1111111 Ifltl Illll Ilill 11111111111(III IIIII Illl) 1111 111111 Illll IIIII Ilil 111111 l{III 1111{ 11111 I w c ,, ~ y u ', O r . ~ ~ O ~ ~ ,' ~ O ~ V ~ ~ N ~ Z ~ ~ VVV ~ 1 C ~ v.. f o ~ ~o ,~., ~,r, r w ~ rn .VS d d d too? 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MetLife Page 1 of 3 Quarterly Statement Statement Period: July 01, 2010 -September 30, 2010 Metropolitan Life insurance Company PO Box 14594 Overnight Address: Des Moines, IA 50306-3594 4700 Westown Parkway, Suite 200 1 (800) 435-4117 West Des Moines, IA 50266-2266 ,www.nefn.com 092-1806 WILLIAM D GREENLEE = 768 ARLINGTON ROAD ____. -- CAMP HILL, PA 1 701 1-1 603 I~~~III~~~III~~~~~~II«~fi~~~il~ll~~ll~~~~~ll~~ll~~l~~l~~ll~~l Account Summary Values shown below are as of September 30, 2010 unless otherwise noted. Account Balance $559,215.05 Death Benefit ~'~ $559,215.05 Predictor Plus(2008) 8 Income Base ~t6i $550,139.92 N Annual Increase Amount (as of last contract anniversary) t10> $550,000.08 Automatic Annual Step up (4~i Yes Next Automatic Annual Step up Date tae) 8/28111 Your Account Summary Information Since Iss_ _u_e_ - 08/28/2009 t TOTAL TOTAL ~ NET TOTAL GAIN CR ' ~ LOSS OR j PURCHASE PAYMENTS WITHDRAWALS INTEREST EARNINGS (2) i ' $ 55p,000.00 $ 29,791.58 j $ 39,006.63 1 Investment Options 100.0% American Funds Moderate Allocation Portfolio Total Account Balance MetLife Please make checks payable to: MetL'rfe L DO NOT SEND CASH. W rite your account number on the check(s) and mail to: Metropolitan Life Insurance Company P.O. Box 14594 Des Moines, IA 50306-3594 For change of address please complete below: Street Address ......................................................... City -----------------------.......... State ........ Zip ........... ENDING BALANCE L3? ~ ~, AS OF 09/30/i 0 I ~~ ~~ ~~ $ 559,215.05 ~~ ~. ___. $559,215.05 Percentages may not equal 100°!° as they are rounded to the nearest percent. $559,215.05 . .__.. ._. 100.0 Mail-in Stub )R lRA ACCOUNTS ONLY: Is this a rollovercontribution? Yes _No if not, for which tax year are you making this contribution? 236168011-092-1806 0 0 0 0 0 0