Loading...
HomeMy WebLinkAbout07-18-11 (2)~ 1505610101 REV-1500 Ex `°i_1°' ''~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania - DEPARTMENTOFREVENUE County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 ~ Q Harrisburg, PA 1128-0601 RESIDENT DECEDENT ~ ~ ~ D ~ ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY ~~~ 8 ~ ~ 579 ~} D3 ~ 7 a.,o i o 0 9a8'~ ~ a~' Decedent's Last Name Suffix Decedent's First Name MI Z• u 3 ~tt4- T 2 E~ ~=' hl' (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Narne MI N ~ Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) i 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number First line of address Sewcojnd linNe of address / _ / 1 + City or Post Office State ZIP Code REGISTER OF WILLS USE ONLY ~,. C '~ , .... - ,...__ . ;x, t... ... -_i"1 ~ . r-„ ~ n ~ i.a : ' ~,...... m ...._ ~,~ x ~ ~- .I ~ ; r ~ -~ ~ /fl"7`t , i ~ ~ -~ - Q E FILED -r- "n . , _ r ~ Correspondent's a-mail address: Cl° $h ieJdS3D C~~'ICQs~'. n G~ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statemE:nts, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE R S E FOR FILING RETURN DATE 7 /a o2a! l ADDRESS ~ EY ,~. z ~ ~ A. ~ ~.,I }-~~~ktnb~r ~~ry Gleh c:.~trdn~r, NS' o~da6 SIGNATURE PAR THER N REP NTATI DATE 7 ~!~ `/ X // ADDRESS 1~ ~}' a.~ ~ I Cl.~/s ~ ~ ~ 10 lu spf' RDal.~l~ ~~2,1cS u r9', ,~/~ 1 TOSS PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 t ~. '~ J 1505610105 REV-1500 EX DecedentQs Social : security Number ~~// Decedent's Name: ~j~'N~ /~ Zt,CQ~ ~ s : S ~ I ~ .~ 7 / l' RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. • Q ~ 2. Stocks and Bonds (Schedule B) ....................................... 2. ~ 7 ~ (o ~•, O 4 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. . O , O 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. + 0 (~ 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 3 ~ ,~ $ ~- 5 6. Jointly Owned Property (Schedule F) p Separate Billing Requested ....... 6. ~ 9 O 5 ~ • ! g 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property Sched le G) arate Billin Re uested Se 7 ~ ~O ~9 O 5~ O g q ........ ( u p . . . , 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 7 ~, ~ ~ (p ~ . 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ~ oZ ~ ~ ? ~~ / 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) .............. 10. a 1j O `j s ~ ;Z,, 11. Total Deductions (total Lines 9 and 10) ................................. 11. ~ 7 ~ 3 ~ , a 12. ( ) .............................. Net Value of Estate Line 8 minus Line 11 12. ~ ~ 3 3 2 ' q. , g 7 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 1 - `` O an election to tax has not been made (Schedule J) ........................ 3. . O 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ~ ~ , 3 ~ Z '~ TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 - 16. Amount of Line 14 taxable at lineal rate X .0 ~~ ~p ? 3. ~j Z ~ ar S , ~~ . 16. ~ '~ 3 O 4 ~„ ~ - " ;~ -~- a'` ~ ~~ ~"' ~ 9 ~ ~ ~~ ~` ~ , ~ 17. , . Amount of Line 14 taxable : ,~ 12 s ~ C~ at siblin rate X 17 .T ..,:. a Y : s . ~. . ; ~ ~~~ ., ~ w? Q Q 18. . - g . Amount of Line 14 taxable ~ ~ `"~ "~~' z ~' ` . ~ _~ at collateral rate X .15 ~ ~/ 18. ' t.~ t~- ~` .. , 19. TAX DUE ......................................................... 19.. ~ ~~ ~~,-~~9 ~$~c~ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYM ENT p Side 2 1505610105 150561010 J ao~oN+wEA~.1t+ OF PEt~ISYLVANIA o~ of aEV~ BUREAU Of pd01VIDUAt TAXES pEP'f. 280dOt -IARAISBURG, PA 171280001 RECEIVED FROM: ZUBA JEFFREY F 121 H~OCKENBURY DR GLEN GARONER, NJ 08826 -- ACN ASSESSMENT CONTROL NUMBER PENNSYLVANIA INHERITANCE ANO ESTATE TAX OFFICIAL RECEIPT No. coy 0~29~~ ESTATE INFORMATION: SSN: 15&t8-5794 FILE NUMBER: 2110-0340 DECEDENT NAME: ZUBA IRENE H DATE OF PAYMENT: 06/ 15i 2010 POSTMARK DATE: 06/14/2010 couNTY: CUMBERLAND DATE OF DEATH: 03/ 17/2010 f REV-1182 EX{11-961 i i MOUNT - 101 ~ $ 5,650.00 ~ ~ 1 1 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 997 INITIALS: SAP RECEIVED BY: REGISTER OF WILLS $ 25, 650.00 I GLENOA EARNER TRASBAUGH REGISTER CIF 1rIVIL S i i t SCHEDULE B ~ - COMMONWEALTH OF PENNSYLVANIA STOCKS ~ BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Afl property jointly-owned with fight of survivorship~must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH t . ~{ , $ . $~ Y/A~~ 3 ~E3onlo',4 , SE~~FS f/H ~ENO/XiN/~ ~'~dVS ,¢_ 07 j2oo~ ~ s9G a8~o 7 N~ ~~o- °O '`Soooo ~. 07 j2ooz ~ s9b r78o .Z HiS/ '`s-vo.oo ''~~no.oo ?, s~~s /~ O 3 ~~ ~S'170.OD ~, 0712 D 8 ~SOQ.DD .D. 200 2 ?~ S 9G duo ~ H~ ~S°'D' ~~ 07 l Soo , o,o .~ 07 200 17 59b ~'~O o HISI ~-S~• oo l ~~ bD~ o0 F. ~! ,2oa~ ~ 59~o Z79 8 /->'H r$'oo. oo ~ Pt Soo• oa ~ - o7~2alot D 54~ X79 9 fly ~SI~U. o© ~ So o • o 0 hl. o lzoo~ ?~s9b .LSD S HH ~~Ar°° 7 ~ ~'O"o° ~ - 0~120o Z ~ SQ6 ,28'O ~ NH ~~o.oo f so o, o0 T, ~7 ~Zoo2 ~ S96 ~o la Ny ~~o.oo ~ S'oo.oo ~ . G/zOGtP ~ ~ t SD Ul. 5. SA-V/lvl S ~'~+w~~ 5E12IE5 .L ~ :~D, y 30.00 see valuaho~ pr%n~"o~,t Q'rY`~cl~eca/~ 3. YinlbS ~N~i S~ tE-s ~ , C +R-ou.P ~Z 5'o cc. s. S~F ¢,~ , g/~, o0 ~~ et YQlaa~ o~ fJria~' Duct Q11~~c~~ G ;ie. o u P #' ,~ I S u. S . SA-1/ruGS 3oN1~, ~ E,~21 E'S. E '~ 5, 4 sS. o v ~5e e val ua,fioh ~hcet atfa cl~a!) 5, o ,~ C~~~xoa Mack of prK den~':al ~,"~ancia/, /o slia ~ ~ 9x x /co= v = S7 S 5q ' ~ oa ~ 7Q ? . e. ~ a ~, z~ co. ~nC. ~PRu) ff; s o . (see /a~ua ~dn da`t ~~a ~~~ 6- ! ! ~11Q+~'icS ~ ~hthtrx~ S/DC/C ~ !/!N ~`,~ ~ ~i'tG. l ~E~~ N% X3.63 Go ~.~. ds aJe. = ¢`f 3- ~~ x ? ~ ~ ~, 870, D~ ~'~e /alliah'or~ dada a ~}~c1ed) TOTAL {Also enter on line 2, Recapitulation) ~ $ ~ 7_ D (a~. ~ (tf more space is , insert add+tional sheets of the same size) 9/16/10 4:i Calculated Value of Your Paper Savings Bond(s) Catcutator Results for Redemption Date 03/2010 Tiatal Price Total Value Total Interest YTL3 Interest I', $562.50 $5,955.00 $5,392.50 $0.00 Bonds: 1-15 of 15 Serial # Series issue Niext Final C~eric~m pate Accrual Maturity Issue Price Interest Interest Rate Value ~a L668826832E w E $50µ 11/ 1965 ; : ~ 11/2005 s, _ _ $37~ 50 ~ 4 .. _ $330.56, _ _ _ _ _ _, _ _ n _ , $368.06 ` M, L668525610E ~ ,, _ _ w _ , E .. _ _,w $50 =10/1965 ; _ _ _ _ _ _ M _ 3 10/2005 = _ $37.50 E ., ~_w ~ $330.56 = ..w_ _w__..__ _..._..__ $368.06 = __ _ _ M, _._....M_______.._. L665870141E " M_._..__ E ~._.... ._. _.. _~_ _ $50 :09/1965 ? ' __.._..__~~.___ __....._ _ _ _ _ _ _ _ _ 3 09/2005 r _ .. $37~ 50 f _ ~ _ $330.56 ., _ .. _ .......~. .. _ $368.06 ~ M, L665875940E ~ _ _ _ r _ E _ , w ~$50 µO9/1965 ~ i ; 09/2005 _ _$37.50 s _ _ _ $330.56 ~ . _ _ ^ _ _ _ ~ _ , $368.06 ; ,M~ L661847343E ~ _ _ w _ E „ $50 µO8/1965 ~ . , w _ _ _ _ µ _ 08/2005 ; ; _ . . _ _$37.50 { _ _ ~ _ _ _ $328.66' _ , _ ,_ _ _ „ _ _ m _ _ _ $366.16 ~ Mi _ _ _ ., L661843612E ` , _ _ _ _ _ E _ _ .,..w $50'08/1965 ; w a .. ~ . ~ 08/2005 i $37w 50 ~ _ w _ $328.,66 ~ ... _ ,, _ _ _ _ : .. $366.16 ; M~ L661238187E ~. ,_ _ .. E , _.._ $50:07/ 1965 ; _ _ _ _ _ _ _ ,. ~ } 07/2005 ' _ _ $37.50 t $334 y44 i _ . _ _ _ _ _ _ _ ` , $371.94: M~ L659629565E W , , _ E ,. _ _ $50'07/1965 ; w M 07/2005 i _ ; _, $37w 50 t ~ ,_ . $334.44 3 _ _ _ _ , _ _ ~. _ „ $371.94 ; M~ L661241915E ~ _ _ ,. r E , , ,_ $50 X07/1965 : _ .. _ _ _ M _ _ = 07/2005 f $37.50 f _ w „ $334.44: , _ _ ._ _ „ _ _ ,. _r _ _ $371.94 M~ L658619005E ~ , _ _ _ q E ~ , _ _ $50106/1965 , _ _ , _ _ _ _ „ _ _ _ _ ~ = 06/2005: _ _ _ $37w 50 f _ w , $334.44 ; , _ _ , . _ _ _ w_ _ _ $371.94; M~ . L656537087E ~ ._ _ _ , _ _ E „ _ _ $50 05/1965 r _ _ _ _ 4. 05/2005 ; . $37.50_f_ . ,_ $394.04_:,. .., . ,. ,_ ~ $431.54_y _M~ L650722100E; . _ „ _ , E _ $50~02/1965 _ _ ,_ _ ... . _ .. :02/20054 .. . ....._. _ $37.50 ~ $391.98: ~ .. .. ._.._.. _K 429.48 . .._........._.._.- .,. M~ ..._... ___...... ._., -..__.._.w. L647197863E : ..._...... E _.. _ ~ $50 ~ 12/1964 ,r .. . 3 12/2004 4 . .. $37.50 t. _ . _ _ $430..72 _ _.._ _ $468.22 s MA . L647201821E ~ E .._ _ $50 ~ 12/1964 , . _ __ ~ _ ... ,d _ _ _ _ i 12/2004 F $37.50.=_ .. $430.72 . _ . ., , , _ , $468.22 ~ MA L645237233E E 1964 ; ~ $50 .:11/ _ _ _ _ ,. 3,11/2004: , $37.50 s $427.72. $465.22' MA _ Totals for 15 Bonds 4 $ 562.50 ; $5,392.50 3 ~ $5,955.00 IV i~t+es NI -Not Issued _.__ ~.___~_________.www_._.M....._...__.._____..,.w_,__.____.m__ µNE :Not eligible for payment _.. _ _ w _ _ _ _ _ w _ _ _ _ _ _ P5 Includes 3 month_ interest penalty _.. _ _ _ __r MA Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice Page 1 Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2010 Total Price Tcttai '1Calue Total Interest Y'TD Int+~rest $5 000.00 $6 812.00 $1 812.00 26.00 Bonds: 1-50 of 50 ~ u~ Z' Issue Next Final lei ial # 5-eri~es Dertt~m Issue Interest Interest V~ilue ~toi C3ate Accrual Ntaturity Price oats 0008618181I~ I ~ $100 ~02/2003 ~04/2010{ 02/2033 ~ $100.00 ~ $36.24 4.68% ° $136.24 0008618182I ; . _ . _ _ I .. . . . . _ . $100 :02/200304/2010 ~ 02/2033 r . . $36.24 $100.00 ; .4.68% f . . $136.24. ...._~~__.. _ r ..._ 0008618183I ' . , .. . _ _ I _ _ _ ;. .. .. - _ . $100 : 02/2003 04/2010 t 02/2033 _ - $100 v00~ . _ $36.24_r . _ _ _4.68% ~ _ _ $136.24w . 0008618184I ; ... ,... .... . . .- .. . . ~ I .. . .. . ... . , $100 , 02/2003 04/2010 02/2033' .. ..... ,. _ _ _ $100.00 , $36.24 4.68%~ $136.24.r _ _ . _. , . . . .. _ 0008618185I ; . .... . . w I . __ . y .. $100 ~02/2003~04/2010T 02/2033 ~ $100 ~00 ~ $36.24 4.68%~. $136.24_ _ _ . .__.,...._....__ ._.__..r~ 0008618186I t _ . ._ I , _ _ _ $100 ~.02/2003~04/2010~ 02/2033; ~ . $100 00~ $36.24. 4.68%~ $136.24 _ 0008618187I ; _ „ _I , _$100 w02/2003 X04/2010 ~ 02/2033 ; $100.00. _ $36.24 ; 4.68% ~ $136.24.. _ , 0008618188I I _ _ $100 ~02/2003~04/2010~ 02/2033 ~ X100 w00~ $36 ~24~ 468%~ $136.24 `. 00008618189I } __.. M_.._ ___ _ I .____ $100 f 02/2003 :04/2010 f 02/2033 ; __ __ _ $100.00 ' $36.24 ` . 4.68% W___....._ $136.24 __ ________ ._. ~ __... . 0008618190I ` r _ I __r..._r ____ _._ ..____ _.. _..___ $100 ~ 02/2003 ; 04/2010 ` 02/2033: __w .__~____ $100.00 ____ ___ ___ _ ,$36.24 . .- __ 4.68% ~ - $136.24 0008618211I _..___________..__ I __.._..._ $100 ; 02/2003 ; 04/2010 f 02/2033 ; _.. ____ __ ....~__ __ ___._~~ __ _____ $100.00 `~ __~ _w_.._.._ ~ $36.24 ~ ____ ___.__..„~. 4.68% < ______..__ $136.24 __ ______.....~.._.. 0008618212I~ ..______..______... I _..__.._. $100 i 02/2003 } 04/2010 ; 02/2033 __w_. ..._ ___ _ . $100.00 t $36.24 ` . . 4.68%~ _____. _ $136.24 ..r .._ _..____.._ 0008618213I ' .____.._w_____.__ I _.____. ~ M. ~ __ _w.._ _„ ______~ $100 ' 02/2003 : 04/2010 ; 02/2033 = _.. w_M. ._ _~.___ __ ..__ _.w____ . $100.00 ; .___ ..__..__ ,. $36.24 ; . ~ ._ _ 4.68% _ ____. . . $136.24: __ ~____.._.. ..,. 0008618214I ..__....___..___..___ I ~ _____.. ____ ,._ ______,~ $100 ~ 02/2003 04/2010 ~ 02/2033 f ._. _~_. ._ ._w___ __ _ _ ___ _______ ~ 100.00 ~ ____ __M_... $36.24 t . ~ ..____ 4.68% ` __.___.._ $136.24 r__ _.. __..__..__. 0008618215I ,' ....,. _ ... ......... .. ~..., ~ ........ .. I ,. ,............. _~ __ ______~ $100 02/2003 f 04/2010 ~ 02/2033 ~ ... ~..,...... ....... ,. _ ~........ .... .. ..., .. . . . _.. _~._____ $100.00 ~ .. . ..__. __..__w~ $36.24 ~ . . .. .. w_ 4.68% ~ ... ..,. ,. ~ ......... . . $136.24 . .. _ ...... .... . .. ..... 0008618216I _._...__.___._.____w__~.. _ I ~ _..__.... ~ . .. .... d,. , ........ $100 = 02/2003 3 04/2010 ; 02/2033 f .. _.._ __ _____.~__ w__.._~,..,_ _____~. .... ,.. ., ,., .~ . ..... $100.00 ; ..__ _W_..___.~ _ . M ..... .. .. ... _$36.24 = __~.. ___M~_., . . 4.68% F __ .____.,_ . . ... . $136.24 _.. __..___._ __M 0008618217I I $100 f 02/2003 ; 04/2010 f 02/2033 ; $100.00 ~ $36.24 ~ 4.68% s $136.24 0008618218I~ I $100 x 02/2003 04/2010 3 02/2033 E $100 ~00~. _ _ _ _ $36.24 ; _4w68% ~ $136.24 0008618219I ~ _ _I w ~ _ _ _$100 E 02/2003 £ 04/2010 ; 02/2033 ; $100 X00 ; $36 w24 ; 4.68% ~ $136.24. _ _ _ _ 0008618220I ' _ _ ._I _ _ _ ~ .. ,, $100 ; 02/2003 } 04/2010 02/2033 = $100 X00 4 $36.24 ~ . 4w 68% ~ $136.24 0008618251I } _I _ _ ~ _ _ $100 f 02/2003 ; 04/2010 f 02/2033 3 _ _ _ $100.00 ~ _ _ _ _$36 w24~~_ _ 468% ~ _ $136.24. _ .. 0008618252I : . , _I _ _ . _ _ $100 i 02/2003 04/2010 ; 02/2033 ; $100.00 f $36 X24 s 4.68% $136.24 ; _ _ 0008618253I ~ . I _ $100 ; 02/2003 ~ 04/2010 02/2033 ~ $100 X00 = _ $36 w24 ' . 4.68% ~ _ $136.24 _ 0008618254I ~ I ~ $100 02/2003'_04/2010' 02/2033 ~ $100 X00 ` _ $36 y24' . 4w68% : _ $136.24 0008618255I , I $100 ; 02/2003 ` 04/2010 3 02/2033 3 $100 w00 = $36.24 ` 4.68% ~ $136.24 ~ 0008618256I y _ _ _I _ _ ~ _ _ $100 X02/2003 = 04/2010 ~ 02/2033: $100 N00~ $36.24 ' 4w68%~ _ $136.24 _ 0008618257I ' _ _ _I .. _ _ ~ . . _ _ $100 : 02/2003 ;04/2010 ` 02/2033: $100 w00 ~ $36 ,24 `~ 4M68% i $136.24 _ 0008618258I ~ _ _ _I . _ ,. ~. _ _ $100 X02/2003 X04/2010 ` 02/2033 ` _ _ $100 X00 ' _. _ _ .. $36 X24 ~ _ _ 4w 68% E _, _ _ _ _ $136.24 0008618259Iw I $100 = 02/2003 ; 04/2010 = 02/2033 ;p _ t ._ _ _$100.00 ~ _ _ _ _ _. _._ _ $36 w24 ., _ 4.68% ~ ~ ._ _ _ _ _ $136.24 0008618260I ; _ I ~ $_100 = 02/2003 =_04/20.10 ~ 02/2033 ; $100 Y00 E $36 ,24 ` 468% $136.24 _0008618261I _I $100 = 02/2003 = 04/2010 02/2033 ~ $100 w00 , $36.24 4.68%~ $136.24 0008618262I ; I _ a $100 3 02/2003 M04/2010 r 02/2033 t _ $100 N00~ .. _ _ _ $36.24 4w68% B $136.24 w _ 0008618263Iw I _ a $100 02/2003 04/2010.= 02/2033 .~ $100._00. _ _ _ $36.24. _ 4.68%; _ $136.24 _ 0008618264I ; ~ _ _ _I _ ., _ : _ _ $_100 X02/2003 ~04/2010w 02/2033 ~ $100 N00~ $36.24 4.68%~ $136.24 0008618265I I ~. , $100 ~ 02/2003 t 04/2010 02/2033: _ ., _ $100 X00 t _ _ _ _ $36.24: 468% ~ , _ _ _ _ _ $136.24 0008618266I ; _I $100 t 02/2003rv,04/2010 ; 02/2033 ~ $100 T00 ~ $36.24 s 4.68% F $136.24 _ .. _008618267I~ _ _ _I _ _ _. M $100 ~ 02/2003.` 04/2010., _02/203.3 E_ _ _. $100 X00 = ,_ _ _ .$36.24 ~g .. _4.68%~ _ _ $136.24___ _ , _ http://www.treasurydirect.gov/BC/SBCPrice Page 1 0008618268I ; I ____ . . ~ $100 = 02/2003 ~ 04/2010 ~ 02/2033 ; _ . .. __ ____. $100.00 f _ __.._ ..T __.~ ___. ___ 0008618269I = I ____ . .__ w_ ~__ ____.. __ _____ . $100 ~ 02/2003 { 04/2010 z 02/2033 ; . _~ . . .._ _ ____ _ $100.00 t _________ ____, _. ~__.. 0008618209I ; I _ ____ . .. . ~ _. ___ _.. .._ .___w ., .. _rM_ $100 ~ 02/2003 s 04/2010 ~ 02/2033 ` _W__ _ _ , w _ _ ___ ___W _...~._ $100.00 . _______ . ___ ____..__ 0008618210I = I ..... ~.. . __. _ _,.w. __ ., ww _ .. r. $100 ~ 02/2003 ; 04/2010 ~ 02/2033 ; M_.. ___~__~ $100.00~r 0008618301I ~ I ~ _ $100 = 02/2003 ~ 04/2010 = 02/2033 M N $100.00 0008618302I j _ _ yI ~ _ _ . _ $100 ~ 02/2003 F 04/2010 ~ 02/2033 ~ $100.00 0008618303I : I $100 f 02/2003 : 04/2010 ; 02/2033 ; _ $100.00 ; 0008618304I ; _ M mI µ _ _ T $100 ~ 02/2003 ` 04/2010 i 02/2033 ~ _ $100.00 r _ _ 0008618305I~ I ~ $100 ~ 02/2003 = 04/2010 = 02/2033 ~ $100.00 i 0008618306I = I µ $100 ; 02/2003 ; 04/2010 i 02/2033: $100.00 f 0008618307I : __ _ ~ I M - Y ~ _ ~ ~ W m ~ „ $100 4 02/2003 = 04/2010 f 02/2033 ` _ $100.00 0008618308I t I - ~ Y $100 ~ 02/2003 ? 04/2010 ; 02/2033 ; $100.00 0008618309I { I ._.__ $100 f 02/2003 :04%2010 F 02/2033 3 _ . - $100.00 ... .. _ _ ._ . _ _ .... _ _ _ _ _ _ ~___. ~.~. ___.~_.,~_~_ __ - ._-Totais for 50 Bonds i $5,000.00 ` ~ Notes F NI Not Issued __..__~..__..__..___..________,...w__ NE ;Not eligible for_payment_______ _________ P5 ;Includes 3 month interest penalty _ _ _ _ _ _ _ MA ;Matured and not earnin interest T__ $36.24x 4w68%~ w _$136.243 , _ $36.24 E W_~ 4.68% ~ M , $136.24 ' M~W~ $36.24~ ...__~_ ~ 4.68%a „M ~_ $136.24~ T ~~V~M $36.24 _ 4.68%{ ~- $136.24 _~µ $36.24~ _ ~ 4.68%k $136.24m $36.24 ` ~ 4.68% E~ _ ~ $136.24 V .. H . _ ___ $36.248 _ _4.68%f _ _$136.24m~___ $36.24 E _ ~_ ~ 4.68% 3 ~ $136.24 ; ~~~~ $36.24~ _ 4.68%, $136.24~ $ 36.24 ~ _ _ _ 4.68% ~ $136.24 ~ W $36.24 ~ M~~ 4.68% 3 $136.24 M _ _ $36.24: 4.68%~ W ~$136.24~y~^ _ $36.24 ~ _ 4.68% ~ $136.24 ' w 1,812.00 t _ _ , _ _ _ e $6,812.00 http://vrww.treasurydirect.gov/BC/SBCPrice Page 2 Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2010 Total Price Total Value Total Interest YTD Interest $15,000.00 $20,436.00 $5,436.00 $78.00 Bonds: 1-150 of 150 ~~b~P 1 Serial # Series l~er~om =slue Next Final Issue Price [?ate Ja-ccrual Il~aturity Interest Interest Rate Value [~I+Q1 0008618310I ~ I ~ ; 02/2033 ~ $100 { 02/2003 = 04/2010 $100 00 ~ _ _ _ _ $36.24 4.68%~ w _ $136.24 ~~_w_. _ _ _ $100 ~02/2003~04/2010 f 02/2033 ~ I 0008618361I ; ~ _ $100.00 F $36.24 ; 4^68%~ _ _$136.24 w _ 0008618362I T _ _ _ _ _ I _ $100 F 02/2003 ; 04/2010 ; 02/2033 ~ _~ 100.00 ~ _ ~ _ _ $36.24 4:68% > _ ~ _ X136.24 ~ _ 0008618363I ~ I W $100 ; 02/2003 ~ 04/2010 ; 02/2033 E $100.00 ; $36.24 ~ ~ 468% ; ~ _136.24 _ 0008618364I ; I ~ $100 ~ 02/2003 ; 04/2010 ; 02/2033 = $100 00 ~ ~ _ _ _ _ _ $36.24 _ ' 4.68% $136.24 r _ _ _ 0008618365I ; _ _ _ _ I _ _ _ $100 f 02/2003 ; 04/2010 ~ 02/2033 ; _ _ $100.00 = $36 X24 ~ _ 4.68%~ _$136.24: _ ~ 0008618366I~ rI ~ _ $100 ; 02/200304/2010 ; 02/2033 ; _100.00 ~ _ _ _ $36 T24 ; 4.68% _ _ _~136.24 _._ 0008618367I I ; ~ $100 ~02/2003~04/2010 ' 02/2033 ~ $100 00 3 _ _ _ $36.24 4.68%~ $136.24 . _ _ _ _ 0008618368I ° _ _ _ _ _ . . I . _ _ , $100 f 02/2003 3 04/2010 ~` 02/2033 ~ _ _ ~ 100^ 00 ~ w . , p $36.24 ; 4.68% ~ _~ 136.24 ; _ 0008618369I' „roe ~ I _ _ _ _ $100 ; 02/200304/2010 f 02/2033 ; . . ~100~00 ~ _ $36.24 4.68%~ X136.24 ~ _ ~ 0008618370I } I : $100 ; 02/2003 ; 04/2010 ~ 02/2033 ~ _ $100 00 ~ _ $36.24 ; 4.68% _ _ _ _ _ _ $136.24 _ 00086181911 . _ _ _ _ ~ I _ _ $100 £ 02/2003 ; 04/2010 ; 02/2033 3 ~ 100.00 P $36.24 4x68%~ ~ _ _ _136.24 ~ 0008618192I : _ I _ _ $100 ; 02/2003^; 04/2010 ; 02/2033 ; n ro . X100.00 ; $36.24 ; _ _ _ ~ 468%~ X136.24 ` 0008618193I P W ~ I $100 ~ 02/2003 ; 04/2010 ; 02/2033 = $100 00 ~ _ , , _ _ $36.24 ; 4.68% ` $136.24 ,_ 0008618194I M _ _ I : _ _ _ _ $100 f 02/2003 ; 04/2010 ; 02/2033 ; _ _ ,. ~ _~ 100^ 00 :~ , ri _ $36 ~24~ 4.68% ~ ~ P$136.24 0008618195I ~ , _ I $100 02/2003' 04/2010 ; 02/2033; _ _~ 100_.00 ~ _ , _ M $36.24 _ _4.68%~: _ _ _ $136.24 ` _ _ w ~ _ 0008618196I ; _ _ _ I G _ . _ $100 ; 02/2003 ; 04/2010 ~ 02/2033: _ $100.00 } $36.24 ; 4^68%~ _ _ _ _ _ _ $136.24 _ 0008618197I m _ _ _ _ _ I _ .. _ .. $100 ~ 02/2003 : 04/2010 ; 02/2033 ~ _ _ _~ 100.00 f $36.24 ; 4.68% ~ _ _ a~ 136.24 ; _ , _ ~ 0008618198I : I ~ $100 ; 02/2003 ~ 04/2010 E 02/2033 ; ~ 100.00 ; $36 X24 ; 4x68% , ~ _ _ _ .: X136.24 ~ 0008618199I ~ I $100 } 02/2003 ; 04/2010 ' 02/2033 ; $100.00 ~ _ $36.24~ _ _4y68%~ _ _ _ _ _ _ 136.24 _ 0008618200I M _ _ _ _ I m _ _ $100 £ 02/2003 ; 04/2010 ~ 02/2033 ; . _ $100.00 E M _ .. _ _ $36.24 ; 4.68% ; ~ _ _136.24 0008618311I ~ e ._ ~~I ~~ - V ~ . _ $100 ~ 02/2003 ; 04/2010 ; 02/2033 F $100.00 ~ $36.24 ; 4.68% , _ _136.24 _ ,. 0008618312I w I w $100 ~` 02/2003 : 04/2010 02/2033 ! $100.00 { $36 w24 ` _ _ _4^68% _ $136.24 . w 0008618313I.. _ _ _ _ I _ _ _ _ $100 ~ 02/2003 ; 04/2010 ; 02/2033 ; _ _ _100.00 = _ _ _ $36.24 ~ q ~ 468%' _ _ ~ $136.24: P _ _ '~ 0008618314I ' _ , I _ _ $100 ~ 02/200304/2010 ; 02/2033 f w _ ~ .. _ ~ 100 00 ; $36 N24 f _ . _ _468% ; _ _ _ _136.24 ` _ _ _ 0008618315I I $100 ; 02/2003 ; 04/2010 ; 02/2033 a $100 00 3 _ $36 ~24~ 4.68% w $136.24 r _ w 0008618316I _ _ _ _ .. I ; _ _ _ _ $100 = 02/2003 = 04/2010 ~ 02/2033 ` _ ,_ _100.00 ~ _ $36.24 ; 4p68% : ~~136.24 f _ 00086183171 ~ , I _ ^ $100 ; 02/2003 ; 04/2010 = 02/2033 = X100.00 s $36 X24 : ~ 4.68%~ _ $136.24' 8318I .~ 000861 I G ~T W _ $100 ~ 02/2003 ; 04/2010: 02/2033 ~ $100 00 t _ _ $36.24 ~ 468%.. _$136.24 µ _ . 0008618319I~ _ _ _ I µ _ . 10 ; 02/2033 ~ $100 ~ 02/2003 = 04/20 _ _ $100x00 f $36.24: 4.68%~ _ $136.24 0008618320I I . $100 ; 02/200304/2010 f 02/2033 `~ _ _100.00 ; $36 X24 F 4.68% ; __136.24 ~ 0008618351I.~ I ~ $100 T02/2003 ; 04/2010 3 02/2033 ~ $10000 ~ _ _ _ _ $36 X24 ~ _4.68%~ $136.24 : _ _ , _ 0008618352I~' _ _ _ I a _ _ _.. $100 `02/2003 ~ 04/2010 ~ 02/2033 3 _ _ $100.00 t $36.24 ; v 4'68% . _ R _ ,. $136.24 f ~ 0008618353I~ _ I _ $100 ; 02/2003 ~ 04/2010 f 02/2033 f $100.00 ; _ . ' _ _ _ $36.24 .. 4.68% _ _136.24 ` - ~. 0008618354I I a $100 ; 02/2003 ~ 04/2010` 02/2033 ' ~ $100.00 ; _ $36.24 468% ' $136.24 _ 0008618355I ~ rv _ _ _ I u _ _ _ $100 t 02/2003 3 04/2010 ; 02/2033 ' _ ~ 100.00 ~ $36.24 ` Y4:68% t _ p~136.24 . 0008618356I4 _ ,. , . I , _ $100 X02/2003 ~ 04/2010 02/2033: , $100.00 ~ _ _ $36 X24 ~ 4.68%~ _136.24 0008618357I _ _ _ _ I _ _ .. _ _$100 = 02/2003 ; 04/2010 t 02/2033 :_ _ _ $100 00 ; $36.24 4 4.68%µ $136.24 http://www.treasurydirect.gov/BC/SBCPrice Page 1 0008618358I r _ I _ ; $100 ~ 02/2003 ~ 04/2010 = 02/2033 } $100 00 f . _ $36.24 ~ ° 4.68 /o ; $136.24 ~ 0008618359I ` I ~ $100 02/2003 f 04/2010 F _02/2033 ; _ _ _ _$100.00 ; _$36.24 ; 4.68% _ $136.24 0008618360I ; _ I _ _ ' $100 f 02/2003 ; 04/2010 :02/2033 ~ ., $100.00 M _ ,, _ _ $36 w24 ~ 4w68%~ $136.24 0008618282I _ _ I _ ~ _ $100 :02/2003 X04/2010 ~ 02/2033 s _ $100.00 4 $36.24 ~ _ _ .. 4.68% t _ _ $136.24 C008618283I _ I _ :' ~ ~ $100 ;_02/2003 :04/2010 ~ 02/2033: _$100w00 ; $36.24 £ 4.68% ` $136.24: 0008618284I ': I $100 ; 02/2003 x04/2010 ~ 02/2033 ~ .~ _ _$100.00 f ~~ $36.24 3 _ 4.68% ,~ _ $136.24 0008618285I M w _ ...r _ I.4 ~ w _ r _ _ $100 = 02/2003 ; 04/2010 = 02/2033 ; _ ~ ~ .. _ .. _ _ _ $100.00 x ~ $36.24 ; W 4.68%~ ~ M r $136.24 r ~ _ _ 0008618286I < I $100 =_02/2003 ; 04/2010 ; 02/2033: _ _$_100.00 ;_ _ .~.. _ $36 ~24~ _ ... _ ..~.._ 4.68% : ._ ~ .... _ ..... _ _.._ _ .. w ..._ . $136.24 r 0008618287I ; _ _ _I _ _ ~ _ _ $100 : 02/2003 ; 04/2010 ; 02/2033 ` _ .. _ $100 00 F $ 36 w24 ~ 4w68%~ . $136.24 0008618288I ; . ~ ~~ I . _ _ _ ~ Y ` $100 = 02/2003 ; 04/2010 } _02/2033 ~ ~ _ .~ $100.00 ~ _ _~ ~~ _ _ ~ $36.24 7 _ _~ _ 4.68% ~ _ $136.24 f 00086 18289I I $100 ; 02/2003 = 04/2010 E 02/2033 f _ ,. _ $100.00 ; , $36.24 x ~- _4.68% ;~ ._ _ ~ ~ $136.24 ~ ~~ .~ 0008618290I ~ _ _ _I _ _ _ . _ _ _$100 f 02/2003 ; 04/2010 = 02/2033 ~ _ _ _ _ _$100.00 f _ „~ _ $ 36 X24 ; 468% _ $136.24 0008618341I I _ $100 Y02/2003 = 04/2010 y 02/2033 ~ „ $100.00: $36.24 _ _ 4.68% $136.24 0008618342I s _ I ; _ $100 ~ 02/2003 ; 04/2010 £ 02/2033: _$100.00 ~ „ _ _ _$36.24 ~ 4.68% $136.24 µ 0008618343I F _ w _I _ _ _ w _ _ $100 `.02/2003 x04/2010 ~ 02/2033 ^ .. _ ..w _ .. ._ _ _ _.$100.00: _ _ ,. $36.24 ~ _ _ _ 468%~ _ _ $136.24: 0008618344I : I $100 = 02/2003 r 04/2010 ` 02/2033 ~ $100.00 ; $36.24 ; _ , M 4.68% ~ _ _ _ _ _ $136.24 0008618345I ~ I , $100 802/2003804/20108 02/2033' _ _ .. _ _$100.00 ~ $36.24 E 4,68% $136.24 0008618346I ; _ _ . _I _ _ _ M _ _ $100 f 02/2003 ; 04/2010 ; 02/2033 r _ ~ ~~ w - _ $100.00: _ _ Y ~ ~ _ _ $36.24 3 _ 468%~ _ $136.24 ': ~ 0008618347I ., _ _ ._ _ _ _ _ , _ _ _ _ _ „ .,... I _ , _ _ , s . $100 ` 02/2003 ti_04/2010 = 02/2033 s ..__. ........................... ` $100.00 = ._.._._.__...__..w __.. ~" $36.24 3 _..._ . _ 4.68% _ _ _ ~ T ~ w ` `~ $136.24 ; 0008618348I _ _ _ I _ _ _ ; _ _ $.100 ~ 02/2003 8 04/2010 ~ 02/2033 ; , $100.00 ; _..._..__ .,.. $36.24 f ..__...__....._._.._. 4.68% :'. ..._...._.._.._....~_..._._ $136.24 0008618349I ; I _ .. _y _ _ $100 4 02/2003 ; 04/2010 = 02/2033 `: _... _ _ _ _ - $100.00 ; $36.24 ; 4.68% ; $136.24 0008618350I ; _...__...__...__..._ ...... I ........... _~_.._ __ $100 = 02/2003 > 04/2010 i 02/2033 i .. .._...__..,..__ ....__.... _.... ..._ .. . . _ $100.00 ~ µ $36.24 ~ 4.68% '. $136.24 0008618221I ; I ' _ ~ ._ ... . __.........._........ $100 X02/2003 ; 04/2010 ; 02/2033 ; _ . . .__._._..._..__._._._.._ $100.00 ; ._..__...__...._.~,.. $36.24 E _.__......~__.....__ 4.68% _.__...._.......__..w..__. $136.24 ~ 0008618222I ~ _ _ _T _I _ _ ' .. .. ~ _ $100 = 02/2003 : 04/2010 = 02/2033 ; __. _ $100.00 x $36.24 ~ _ 4.68% ; _ _ $136.24 0008618223I ; ... _..... _ ._ _ _.._ ....._ .....,.... I _........ ; ._ . __ _________ 100 = 02/2003 ; 0 ~ _ ~ . ..... n..... _ ,.._ _ ..._ _...._ ,.4/2010. 02/2033 ~ ___ ________~.__ $100.00 f _.. ______~. f $36.24 , ____..__~_~.,.._ ° 4.68 /o ° __ __..______~.___. $136.24 0008618224I I . M . $100 8 02/2003 ~ 04/2010 ' 02/2033: ~ 100.00 ~ $36.24 4.68% _ $136.24 0008618225I ~ _ _I _ _ _ ~ _ _ $100 f 02/2003 ; 04/2010 r 02/2033 ~ __r.. .. $100.00 f $36.24 ; _ 4.68% t $136.24 0008618226I : I _ .._ ______~... $100 '= 02/2003 04/2010 ; 02/2033 ; ___ _._______~__ $100.00 ~ .._ .._._~_~._ $36.24 8 _____...__.w..._ 4.68% __ _________,._.._. $136.24: 0008618227I ~ I $100 = 02/2003 ; 04/2010 ; 02/2033 ; , _ _$100.00 ; _ $36.24 ; 4m68% ' „ __ _ $136.24 0008618228I ; I ~. _ $100 = 02/2003 ; 04/2010 ~ 02/2033 ' ~ ~ _ $100.00 4 v , , .. _ _ $36.24 ; _. 4.68% : _ _ $136.24 0008618229I ; _ I _ $100 f 02/2003 i 04/2010 ~ 02/2033 = $100.00 ~ M ~ $36.24 r W 4.68% F _$136.24 ~ ~ 0008618230I ~ I $100 } 02/2003 ; 04/2010 ; 02/2033 ; ~- .. _ _ _$100W 00 ; - $36.24 t _ _ _ 4.68% ' ^ _ $136.24 0008618291I ; _ _ -~ _I _ _ _ ~, _ _ $100 f 02/2003 ; 04/2010 : 02/2033 ` _~-. ~... ,- $100.00 t _ _ _ $36.24 ; _ 4.68% ` _ X136.24 0008618292I ; I - w_ w .._r_~ $100 = 02/2003 ; 04/2010 ~ 02/2033 ~ - ~ _... _____..__w.._ $100.00 ~ .._ ______.M,._ $36.24 x ....______....._ 4.68% ^ _ ....______a___. $136.24: 0008618293I `: _ _ I _ _ : $100 ; 02/2003 ' 04/2010: _02/2033 ; _ , w , $100.00 ; , $36.24 t _ 4.68% ; „ _ $136.24 ~ . 0008618294I ; _ _ _~ _I _ _ ~. _ _ $100 f 02/2003 ; 04/2010 > 02/2033: _~-. ~. .. .. _ $100.00 £ __.. _T____.._ -.- $36.24 ; _ 4.68% `~ $136.24 0008618295I I _ z $100 ' 02/2003 w04/2010 ; 02/2033 y ~.__ $100.00 r __ _..___ _ _..,. $36.24 w _______..~.__ 4.68% _~_ __ ________ __. $136.24 ; 0008618296I ; _I $100 8 02/2003 8 04/2010 8 02/2033 $100.00 ~ $36 ,24 ; _ 4.68% ~ 136.24 ~ 0008618297I ; I w $100 f 02/2003 ; 04/2010 = 02/2033 ~ ,~ .._ _m_..~_w _ _ $100.00 f ___ _r_____.. . _ _ , $36.24 ~ _ _ 4.68%_' _ _ _ ,_ $136.24 0008618298I .................__......_ I ~ ...._.., . $100 = 02/2003 3 04/2010 ~ 02/2033 :' _....._...._...,.......__..__....,.._._...._....__..,..__...._...._..._.. ~ __ $100.00 F ........ __..__..._ __.. __ _____...~.._ $36.24 ; . _____..__...__ 4.68% __ ________~___ . $136 24: 0008618299I _ I ~ $100 ; 02/2003 ;_04/2010 r 02/2033 ` _ ~ . . $100.00 ~ __ ._..._....__._.. $36.24 ~ .._...._..._._....._. 4.68% ; _. ....._. .... $136.24 0008618300I~ ~ I . M _ $100 f 02/2003 ; 04/2010 ; 02/2033 ` _ $100.00 ~ $36.24 ; 4.68%~' $136.24 0008618371I ~ _ _ I _ _ ~ _ _ $100 '= 02/2003 ~ 04/2010 ; 02/2033: _ ~ $100.00 ~ _ ~, $36.24 ; w M4.68% _ ~ ~ $136.24 `_ ~ ~ ^ 0008618372I ; I :' _ $100 ; 02/2003 ~ 04/2010 ; 02/2033_ s _ _ _$100, 00 ~ _ _ _ $36.24 f 4.68% : , $136.24 . 0008618373I ; I ' _ ~. $100 ; 02/2003 ; 04/2010 ; 02/2033: .,.. r____.,__~ _~.____r__ $100.00 f __.. _______ .. $36.24 ; _ 4.68% ; _ $136.24 0008618374I : I $100 r 02/2003 } 04/2010 ~ 02/2033: .._.v _...__...._...~....._....._.,._...y_.__. _.....__..,.... ~_ _ $100.00 f ....__........._ _ .. __ .,_..___...... $36.24 ~ .. .._______.~_.. 4.68% __ ......_____..r..__. $136.24 0008618375I _ _I _ _ y „ _ $100 ; 02/2003 ~ 04/2010 ; 02/2033 ~ , . . $100.00 ~ ..______..d_.. ._ $36.24 t ._.....__........._.. 4.68% ..._....~__..__..__..~.._... $136.24 r 0008618376I m _ _ M__ _ _I _ _ _ w _ _ $100 F 02/2003x04/2010 ~ 02/2033 ~ _ ,.. ___~.__ _ $100r 00 r $36.24 ; 4.68% 4$136.24 ~ 0008618377I ~ ... . ~ . _ . _.._ _ .. . $100 v 02/2003 :04/20,10 ~ 02/2033, ; _ ._ $100.00 Y ~ $36.24: ___.~_ 4.68% _ $136.24 ~ 0008618378I y I r $_100 ; 02/2003 `.04/20.108 02/2033' _ _ _ _ _$100.00 3 _ _. . $36. 24 t _ 4.68%' „ _ ._ .. _ $136.24~ 0008618380I ~ _ .. _T _ I _ _ _ M _ $100 ` 02/2003 ; 04/20108 02/2033: _~.,._ __..__ - $100 00 ~ . $36.24: _ 4.68% __ $136.24 C008618379I ~ I _ . ~ $100 = 02/2003 04/2010 = 02/2033: .._......__. . _ $1 00.00 F $36.24 P __.._Y_ 4.68% ~ .-___ $136.24 w 0008618201I _ I ~..._____ ..__.,.._ .. y $100 ` 02/2003 s 04/2010 ; 02/2033 a . _ _._. .. $100.00 ; _ $36.24 t 4.68% ; ~ ... ... _$136.24 http://www.treasurydirect.gov/BC/SBCPrice Page 2 $100 x 02/2003_ 04/2010 ~ 02/2033 ~ ~008618202I ~ I . . . . . $100.00 f _. __.. ..__... ..._ $36.24 ; 4.68% ~ _ _ _. .._.... ~. . $136.24 ,.w. ._.. _. .. __,..__. ..__..______.___._....,...._....._......._....._..........,..., _...._....,.............. 2008618203I I $100 ; 02/2003 ~ 04/2010 = 02/2033 ; , ._ $100.00 a _$36.24 f 4.68% ~ M ~ _$136.24 ~008618204I ~ .. I $100 f 02/2003':. 04/2010 = 02/2033 ~ $100.00 f ~ _ ~ ~ w $36.24 ; __468% : _ _ _ M _ $136.24 ~. 0008618205I ' W ~ ~ I W T ~~ ~ $100 = 02/2003 ~ 04/2010 i 02/2033 = $100.00 ~_ _$ 36.24 ; 4.68% ' $136.24 0008618206I I 02/2033 ; _ _ $100 3 02/2003 µO4/2010 ~ ~ _ _$100.00 ~ _ _ _ _ $36.24 ~ 4.68% ; ., y .. $_136.24 ' _ 0008618207I ~ I _ _ _ ,~ ~ $100 : 02/2003 3 04/2010 # 02/2033 ; ~ ~ W $100.00: ~ « $36 X24 ; _ _ .,. _468°l0 ~ _ __~136.Z4 0008618208I I __ ~ $100 w02/2003~' 04/2010 ; 02/2033' ....... ...__ .. ......... __.._ . .. _. . $100.00 = ._ ...._...__,_._,____ $36.24 i r 4.68% ' _ $136.24: _ _ ___..__.___..._...___.. .... 0008618270I .... I . , ,_.. .. ............_..._..~.__ ......_.. _ _ ~ $100 ; 02/2003'04/2010 f 02/2033 ; ~ T _ $100.00 ~ _ _ ^ $36.24 t 4.68% ~ $136.24 c 0008618244I ~ I $100 : 02/2003 ; 04/2010 i 02/2033 ` w $100.00 ` ~ $36.24 ~ ; ~ _4,6$% ; _ _ _ _$136.24 f _ _ _ _______________.,_w 0008618334I ~ __._ I ____w__ _..___.~__ ______ . __ 02/2003 = 04/2010 ~ 02/2033 $100 _$100.00' _ _$36.24 4.68% ~ _ $136.24: _ _ __ 0008618321I ' I _ _ $100 ; 02/2003 ~ 04/2010 f 02/2033 t _ $100.00 s _ _ $36.24 f 4.68% ~ _ _ ~ _ _$136.24 ~ _ 0008618322I ~ I ~ $100 f 02/2003:04/2010; 02/2033' $100.00 ` $36,24 ~ _468% _ $136.24 _______________M__ 0008618323I ~ _.._ I __~.__ ~___~.__ ____w _ _____.. _ -~ `: $100 ~ 02/2003 ; 04/2010 ; 02/2033 ~ $100.00 = _ _ .. _ _$36.24: _ 4.68%~ _ _ .. . _ $136.24 ..__...__..._._.___.._.._.._ 0008618324I ..... I .....__...._..__..,..... _...__...,_.... ..__~._..___.._...__.~w...__ M $100 : 02/2003 = 04/2010 x 02/2033 ; ._...__.. .. _.. _ $100.00 ~ $36.24 F 4.68% ; $136.24 __ _ 0008618325I~ I _~. ~ $100 f 02/2003 ~ 04/2010 = 02/2033 < ~ ~ V $100.00 x _ _~_ _ M $36.24 _ _468%~ _ _ _ $136.24 ~ _______________r__ 0008618326I ._~_ I _~ __~__ ____~__ ~_.._ _ _ .. __ $100 f 02/2003 :04/2010 j 02/2033 a ... _..._ .._ . . .. . $100.00 = .___._....._..._._....._ $36.24 ; ..___._....__..,... 4.68% ~ _ ._.. .... $1 6.24 ` ._ ~ 3___ ... ..__..__.........---_._....... 0008618327I f ...... I ._ . ........__....._.__.,~.___...__.......,._~.__...._._.._ _. _. .. .. $100 ; 02/2003 ~ 04/2010 :02/2033 f ~ $100.00 ; _w_ $36.24 ~ 4.68% ~.. $136.24 __- _ 0008618328I r I _,~_ ~ $100 ; 02/200304/2010 = 02/2033 $100.00 E _ _ $36 X24 3 _ _ ~. 468%' _ _$136.24 ______..________T__ 0008618329I ~ .._. I __w__ ____~__ _____~__ __.. ~_ 02/2033 r $100 :02/2003 i 04/2010 ; $100.00 ; _ w . _. $ 36.24 ~. _4.68% Y _ _ „ __$136.24 a . __ _ . _ 0008618330I , _ _ I _ ,. _ . .. _ _ . } t t ~04/2010 t 02/2033 ~ $100 ~02/2003 _ _ } _$100.00 } 4 _ $36.24 } _ 0 ~ _468 /o ; $136.24 ~ _ 0008618241I I . _ _ : $100 = 02/2003 04/2010 ~ 02/2033: _ _ $100.00 E _ ~~ $36 ~24~ _ .~ ~ 468% r _ _ _ _ $136.24 _..__________.___T__ 0008618242I ~ ..__ I _._,.~_ ____~..__ __ _ .~ _ .. $100 x 02/2003 > 04/2010 = 02/2033': . $100.00 f _ . . .__ . .w . _$36.24 ; ... 4.68% ` $136.24 _. ._ .. ..._...._.._.._..___.. _.. .,._. 0008618243I ~ ... I _ __ .. ... ........_~ ..................._ ..__.._-. .,_ __ .....__...,_... $100 µO2/2003 µO4/2010 ~ 02/2033 =_ . _ _ ~ . . . . _ _ . _ ..$100w 00 ~._ _ _ _ _ $36.24 ~ 4.68%;. _ _ _ _$136.24 ; _ _ _ 0008618245I ' _. _ I , . _ . _ _ $100 t 02/2003 ; 04/2010 ~ 02/2033: _ ____ ___ ~ $100.00 f __ ....__M___ __ ~. $36.24 > _ _ .~ ~_ _ 4w68% ' _ _ ~ _ $136.24 ` _ _ _ _ _ µ _______________..__ 0008618246I ~ _._ I w._ _ ____~.._~ w____,..__ __.,__.._ _ _ H a_ r $100 ~ 02/2003 ~ 04/2010 ; 02/2033 r $100.00x_ _$36.24 ~ 4.68% _ _ _$136.24 0008618247I 4 _ I . } t t $100 } 02/2003 :04/2010 E 02/2033 ^ } $100w00 ; ~ $36 ~24 ~ O 468 /o ° _ $136.24 ` w _ _ 0008618248I ` I _ ~ $100 02/200304/2010 ` 02/2033 = .___ _ ~ _ _ _ _ ,, $100.00 f ~~_ _ ______.. . $36.24 ~ _,. 468% : _ $136.24 ___..___________r.._ 0008618249I __ I _. _. __.._,.._w _____Y..__ _____~___ ____ ___ ~ $100 ~ 02/2003 µO4/2010 ; 02/2033 ~ $100.00 Y _ $36.24 µ ~ 4.68% ~ _ _$136.24 b . _ _ 0008618250I ' I . _ ~ $100 ~ 02/2003 f 04/20 10 :02/2033 r _$100.00 ~ _ '- - $36.24~ _4w68% ; _ $136.24 p _ 0008618271I ; I _ ._ . .r $100 F 02/2003 3 04/2010 ': 02/2033 ; ~ _ r $100.00 t . ~ $36 X24 ; µ _ 4w 68%,~ ._ _ _ $136.24: _ _ _ ___._______w____~__ 0008618272I _.. I .__ ____.~__ ____ __ __w__~._ _ _M _~ ___ _. w _ $100 K 02/2003 :04/2010 02/2033 ; Y ~ _ $1.00.00x_ S36.24.µ . ` , __4.68% :_ _ _ ., _$136.24 W . _ .. _ 0008618273I t _ I w _ _ _ _ _ ~ } t F $100 X02/2003 : 04/2010 ~ 02/2033 E p $100.00 ~ . .., ; $36.24 O 4.68 /o $136.24 .. ...., .. _ 0008618274I 3 I _ ~ $100 E 02/2003 ; 04/2010 = 02/2033: . µ . _ p $100.00 ; $36.`.24 ; _ .~ 468%µ _ $136.24: __ _ ___~.__w_____.___.~_ C008618275I ___ I _..___. ____~..__ _w___,..__ __.,__.._..._ . $100 ~ 02/2003 m04/2010~ 02/2033:M $100.00 Y_ _ $36.24 ~ 4.68% ~ $136.24 0008618276I I _ } ~ F E $100 YA02/2003 } 04/2010 t 02/2033 E ~ } _ .$100.00 ~ ,,, y. $36.24..E. O 4.68 /o .~ M _ _$136.24 W .... ... 0008618277I ~ I _ ,~,~ $100 F 02/2003 i 04/2010 ; 02/2033 ; $100.00 f _ _ $36 X24 ; 4w68%~ _ $136.24: _ _ _ ~___________~..w.~_ 0008618278I ___ I .,. _ _~_~__ ____.~~_ _..___ _ _______ _ _ .. $100 E 02/2003 :04/2010:02/2033 _ _ ., _ ~ r _ $1.00.00 s_ _. _ _ _ $36.24.. „ _4.68% , _ _ . __$136.24 v.., _ . . 0008618279I ; _ I _ _ _ _ _ F t $100 X02/2003 ~ 04/2010 } 02/2033. } _$100.00 } _ $36.24 } ° 4.68 /o ` _ $136.24 0008618280I ; I $100 f 02/2003 ; 04/2010 ~ 02/2033 ; $100.00 `_ _ $36.24 468%~ _ $136.24.` __ _, __....w__..______~~... 00086183311 ___ I ___..__ __w_...__ ____ __ ___.._.,.__ _____ _ _~ $100 ro 02/2003 ~ 04/2010 :02/2033° . .. $100w 00 : $36.24 ~. 4.68% . $136.24 0008618332I I . $100 = 02/2003 ~ 04/2010 f 02/2033 x _$100; 00 ~. _ _ ~ _ _ _$36.24. 468% ~ .. $136.24 > _ _ _ . 0008618333I~ _ _ I _ $100 x 02/2003 ~ 04/2010 = 02/2033 ~ X100.00 4 . $36._.24 ; - -~- 4x68% ; $136.24 ..___..__~_____w_~.. 0008618335I ___ I _....r__ _..__...__ ____~ _ _____.,.___ ___~ _.._ ~.. _ $100 n 02/2003 ' 04/2010 ; 02/2033 ~ _ . 00.00 x $1 $36.24 µ 4.68% $136.24 0008618336I ' ~ . 100 q O2/2003µ04/2010 ~ 02/2033 ~ $ ~ . $100.00 ~ $36.24_ _ _4.68% ~ _ . _.$136.24 ~ _ _ ._ _ . 0008618337I' ..., I _ . . _ . _.. $100 ; 02/2003 :04/2010 ~ 02/2033 = _. _ $100.00 x .,.._ _ __ _, _ _ $36 X24 : _ __ 468%q $136.24 ~ _ __ .. _ _~.w M ~___w._____._ 0008618338I . I _ _._. ..___W..__ __..__.,.__ __.__~.,___ ..__..__.._ r $100 µO2/2003 µO4/2010 02/2033: ~ _ ___.. _ $100.00: $36.24 q 4.68% ~ $136.24 ... _.. ~ 00086183391 ~ I $100 µ02/2003µ04/2010 02/2033 ; $100.00 ~ _ $36.24 µ _4.68%T _ m $136.24.. _ 0008618340I I $100 = 02/2003 ; 04/2010 3 02/2033: $100.00 = $36.24 ; _ 468% ; _ __ $136,24: _ 0008618231I I $100 µ02/2003ry 04/2010 ; 02%2033 c $100.00 ~ $36.24 ~ 4.68% , _ _ _, $136.24 ~... _ . . _ ._ 0008618232I ~ _ _ I . _ _ ., _ __ _ ... _ $100 x 02/2003 ~ 04/2010 f 02/2033 r _ _ _ _ _ _ _ _. _ . _$100.00 ~ _ ,. _ _ $36.24 468% $136.24: _ _ _ _ 00086182331 ~ _ _ I .~ $100 ~ 02/2003 3 04/2010 ; 02/2033: a $100.00 = _ ._.. $36.24 s _ _ _4.68%.~ _ $136.24: _ _ _ _ _ -..- ____._T____..____.... 0008618234I __.. I __ ____,..__ ._____y..~_ _..___~___ ____.___~ ___ 04/2010 ~ 02/2033 ~ $100 ~ 02/2003 x ~ ___ _M..___ $100.00 ~ $36.24 ~ 4.68% + $136.24 00086182351 =_ _ _ _I _ _ . „ , M _ _ $100 ~ 02/2003 µO4/2010 ~ 02/2033, r . . _$100w 00 ~ _ _ _ _, _$36 T24 x. 4.68% ~ _ _ _ _$136.24 ~ _ _ _ http://www.treasurydirect.gov/t3C/SBCPrice Page 3 0 0008618236I : I ~ $100 X02/2003 ~ 04/20,10 .02/2033 ; _ _$100.00 ~ $36.24 ~ 4.68% ; 136.24 0008618237I ~ _ _ _ I _, _ _ _ _ $.100 y,02/2003 X04/2010 ~ 02/2033 f _ _ _ _ _$100w 00 ~ _ _ _ _ _$36 ~24~ _ _4.68% ~~ _ _ _,_$136.24 w _ _~ _ _ 0008618238I ; I $100 = 02/2003 04/2010 ~ 02/2033 = $100.00 f $36.24 ; 4.68% : $136.24 0008618239I 0008618240I 0008618281I ; I . _ .. s ._ $100 w02/2003 X04/2010 02/2033'. _ .. _ $100.00 t_ _ $36.24. „._4.68%_F, __ __,.._$136.24 I ~ $100 = 02/2003 T04/2010 : 02/2033 ~ _ _$100` 00 ; _ $36 N24 t 4.68% $136.24 ~ _ I _ _ _ ~ _ _ $,100 r02/2003.04/2010 ; 02/2033 ~ ~ 100.00 ~ _ _ _ $36 ~24~ _ 468%~ $136.24 Totals for 150 Bonds$15,000.00 f $5,436.00 F $20,436.00.. Notes NI Not Issued _ ____..__.._.._w_~_.._____w___ ____ N E =Not eligible for payment _ _ _ _ ., _ ^ _ _ _ _ _ _ _ _ _ P5 _ ~ Includes 3 month interest penalt~r _ M _ _ _ _ _ MA ;Matured and not earnin interest http://vwvw.treasurydired.gov/BC/SBCPrice Page 4 New UserZ Register ; Slgn In =Help Trending: Bam Margera Yahoo! Mail ~~~~® ~~ ~,~ ~'~ ~ ~ r Search ~~ Web Search rri ~r+. .r.~rr..rrrrr.iiun.~rrrrw~ri ~w.,r Dow ~ 1.75% Nasdaq ~ 1,14% ` newt HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES GET QUOTES ..z.rua ~*;:a.~.', Prudential Financial, Inc. (PRU) ....... ...:r? 23. i~:'.. .:7:Zi?.'`..fs` C~?~~ - ~~.~. x'_11'~cBi'_~.::l:~~c& ir: ~ t2r8 3~ _ ,.~5 At 10:12AM EDT: rJ9.16 ~ 1.20 {1.$$°/sj ~~ Q ,,~.: ri~y.tm. < Historical Prices ._ (3et Historical Prices for: ! Set Date Range Daly Start Date: ~tii~r ~. 1~7 ~` 20 0 w Eg. Jan 1, 2010 ~yyeeky I_._.V._M ~_._.-,,.,.... End Date: ` .. 17 i 20 p ~ ~ Monthly Dividends Ony ~rTP~in..~,, Prices Date Mar 17, 2010 F~Download to Spreadsheet Ctusertcy in USD. First ~ Previous ~ Next ~ Last Open High Low \ Close Volume Adj Close• 57.40 58.24 57.31 57.59 3,611,400 56.37 dividends and splits. First ~ Previous ~ Next ~ Last ~e . ~ 1.~~ ~:_u .. •~ ~, to . _ ., _ . . Copyright ~ 2011 Yahoo! Inc. AU ripMs reserved. Privacy Policy -About Our Ada - Temta of Service - CopyrighlAP Policy -Send Feedback - YahOOI NeW3 NErtWOrk QuoEes delayed, except where indicated otherwise. Delay times are 15 mina fw NASDAQ, NYSE and Amex. See also daisy times for other exchanges. Quotes and other information supplied by independent providers identified on the Yahoo! Finance partner page.Quotes aro updated automaticely, but will be fumed off after 25 minutes of inactivity. Quotes aro delayed at least 15 minutes. Aq infwmation provided "es is' for informational purposes Doty, not lr»ended fw trading purposes w advice. Neither Yahooi nw arty of independen! providers is Gable for any infomtational errors, incompleteness, wdelays, w Fa any actions taken in reliance on information contained herein. BY accessing the Yahoo! site, you agree not to redistribute the imtornation found therein, Fundamental company date provided by Capital tQ. Historical chart data and daily updates provided by Commodity Systems, inc. {CSI}. Internatior+al historical chart data, daffy updates, fund summary, fund perfonmanos, dividend data and Momingatar Index data provided by Morningstar, inc. _.. http://finance.yahoo.com/q/hp?s=PRU&a=02&b=17bc=2010&d=02&e=17&f=2010&g=d Page 1 New User? Register Slgn En HeIP Trending; t3am Mergers Yahoo! Mail ~~~~'`~' /$ ~~ ~ ~ ~ ~ E Sear~ctt Web Search Dow • 1.6s4G Nasdaq ~ 1.06'4G HOME 1NVESTENG NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES ,.. ~_- , GET QUOTE3 _:.... ,~ <:,,G. .......,,,. 2 ., . . s.: E, ..,. _C~ . - 1..... A~,..ek_. c.€v..e r. „ t.,~ „ _ i.. , MetLife, Inc. (MEN ' At 10:13AM EDT: 40.60 • 1.00 (2.40%} IrPlI ~4i' ~ ,~I~ ~ its I "x`.k il, ifg _riir~ ..i ~~ i~ I ~ `fR4lMggtf ~` Historical Prices Get Hlstorlcal Prices for: I ~ ' :................. .. t . Set Date Range : Start Date: -~iFatr'' ., 17 2010 3 Eg. Jan 1, 2010 Daffy End Date: > . 1~""'7 "` ~ 20~10~~ __....._.._...r MorttFty Dividends Ony a•:> _ . ~~~--~~~.~ First ~ Previous ~ Next (fast Prtces _.___r.____ _....~.._. -__...__ Date Open High Low Cbse Volume Adj Cbse• Mar 17, 2010 43.03 43.83 42.85 43.03 6,089,500 42.,29 • se price adjusted for deeds and splits. // l 3 2 ~ First ~ Previous (Next ~ Last iDovvnlosd to Spreadsheet . ine y Currency in USD. a ~;~ u. i krill 1 Copyright 8> 2011 Yahoo! Inc. All rights reserved. Privacy Policy -About Our Ada -Terms of Service - CopyrightlSP Polio -Send Feedback - YahOOI N@WS Network Quotes delayed, except where indicated otherwise, Delay times are 15 mina for NASDAQ, NYSE and Amex. See also delay Gmes for other exchanges. Quotes and other information supplied by independent providers identified on the Yahoo! Finance partner page.Quotes are updated autornaticalry, but will De fumed off after 25 minutes of inactivity. Quotes are delayed at feast 15 minutes. All information provided "as is" for infomiatxx~ purposes onry, not intended for !railing purposes or advice. Neither Yahoo! nor arty of independent providers is liable for any infatnatiortal errors, incompleteness, or delays, or for any actions taken in re5ance on infonnafion contained heroin. BY accessing the Yahoo! site, you agree net to redistribute She information found (herein. Fundamental company date provided by CapAat fQ. Hsstorical cnart data and daily updates provided try Gommodity Systems, Inc. (CSI}. International historical char! gala, daily updates, fund summary, fund performance, dividend data and NbrninQatar Index data provided by Mom!ngstar. InC. http://finance.yahoo.corn/q/hp?s=METba=02bb=17bc=2010bd=02be=17bf=2010bg=d Page 1 .: ' ~ I~ COMMONWEALTH OF' PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Z u C3,~-, Z ~2Fn/F f j. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Indude the prooeeds 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. l-~F/NB~XS lST /C~Ea2/k L'~2E~/T G!/1//0~l/~ Qc9..c~a.r ~irryrs ~'.Cf: /{~0. /70 ~G7 DD 7~ /, 6 ~ S. S3 ~ - ant': Q«i^. f q~.o•d i~,- .~~i / ~ Z/ 3, p~r~ 1~,~~111f1, C;I~erk;~~ ~. ~Yo. ,sDO 34S e{Q o z ~74~.9! ~. T ~t s d~ Cr-ea~~ t 21/a~ /1 ei~dK rsehte<t t b/~ ~e CST /rk S 1 ra erg" ~e4~ (sce se/rcc~ G- erlfr No• 2) <eff/e~s~nf ~~JCef~s ~ ~ ~ y ~ ~. ~:~e 4~0~ - t~e~%xl Kr~'unc~f ~r Cvu~ %cxE~ f/~5~ 73 g ~,',u ~~ - ~SSPsshren ~ ~ SAS. ~•~cs ~ 1, 3/ 2. 6 2 ~. ~,ne yog - ~w~, Yf~ Qom: ~°s 2,j7 ~: n t ~~o -- ~c use y/~ 4hr. x`30. ~ ~ ~s; , ~oft.~h a/~ QSSessad /e ~ftm /t/o.S ~~ ~poS~f fox c~~P1~P ho /fiowq Cr~r~rt» ~SS~ /t~~h~ ~' oi/ ~ ~Pase • Lxa/ Pounse/ pia ~~ ~<cn ~•rcc~ 9 9~ va /ue . i~ ~a~le/'ah Dun ~n res~Qr~ti ~ ~rd~/~Sc o~ ~ ~vess:6:/• f~. °f !f`~ !/ll!!!e %/'1 ~t o/a~ /~sc cf /f1ar, ~5~ /15.7 Syr ~ri ~~tf ~e/e is I~q/KC ~~ .Same ~l/i%/ de rC~IDr f"e~• on ~ SKjOp/< ~?e~fa~ ~e~rr/,. ~• MISC. Gl///1S tf .ZJFCti! ~ v~ c~~ ~L df~f ~~' .~iLdh/~~ ~ ~ y '~ ©. Z~ TOTAL (Also enter ~m line 5, Recapitulation) I a 3~ ~sB .S6 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DMSION DEPT. 280601 HARRISBURG, PA 17128-0601 SAFE DEPOSIT BOX INVENTORY . Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED Tc) ARnvF nnnczGCc COUNTY CODE ~-- t~- 3~0 FILE NUMBER SOCIAL SECURI1fY OR DEATH CERTIFICATE NUMBER ao/o-oo3y~ /sS-~~-~ S7q~ • DECEDENTS NAME (LAST, FIRST, MIDDLE) DATE OF DEATH Z rc 3 i4- Z ~E ~ 3 /l7 a o/~ ADDRESS OF DECEDENT (STREET) (CITY) (STATE) (ZIP CODE) do8 S - NoQ~/ s ~: /)f~'CH~f Hi~s'~ct~- ,~i~ / 7o S s' NAME AN D ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) L t,~~ ~. ~`~~~ ~/~ / / T! (STREET NAME) ~ cc.o u s~ ~~ (CITY) (STATE) ~n~-e~•~.r~~s3a~ P~ (ZIP CODE) ~~oss~' NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT. OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) .41r2l~iYE i¢. /~~oflF/Y/C~C (RELATIONSHIP) "D~kIG ~ (STREET NAME) (CITY) (STATE) (ZIP CODE) //~~e L'oC~/~/ v7' /1'IE~Y,~NlCSt4ll/PG ~/~ / 7oS`~ b. (NAME} (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) c. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) • NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) ANC ~ryK (STREET NAME) s',~88 ~~~tt~°rm.d ~.Fx~Zy /~ (CITY) (STATE) IYI~"L'iS/~,~1/~'SB~li+AG ~~' (ZIP CODE) ! 7o s~ t NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY DATE OF CONTRACT TO RENT BOX NUMBER OF BOX TITLE UNDER WHICH BOX IS REQUESTED Ski Y - -r. ~ 4 ~ s - 7 ~ ,TRa&IV~ 1;1. 7ut3.~ NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) ~2~1VFr5l. 2~~3~ b. (NAME) ~'/i2L.E`h/F __~4. ~r~A/~cr~ (STREET ADDRESS) (STREET ADDRESS) S/~N~" /~ /Fs3~oyE c~'~lL~" /~S ~!~' (CITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP CODE) NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY N/~ - G'~/~~2Lt~ ~: s~rl~l~s TEL', .~TTy-~i -tom -- f3~o ~~'aTi2r~TioN o~ Wes: ~ WAS A WILL IN THE BOX? ^ YES ^ NO If yes. a. Date of will: b. Name and address of personal representable, if named in the will (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE} c. name ana address of attorney, ~t any (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE) SAFE DEPOSIT SOX INVENTORY lNSTRUCTIDNS (1) Cash: Report total only. (Z) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certficate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. - (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings-and Loan Passbooks: State name of depositor, number o~ book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) Ail other contents. - ITEM NO. - ITEM DESCRIPTION ~L t ~ '~jA~Q~I~- ~- /~ • V /tB/1~•~ ~ ~ s""~''vt "'. f ~. ~ .~~ E d~ ~~y-f~~,~u. G~i~d!/LL~ L~1~'~~~~`~~L-~ ~i ~~'~ '~.ty'1 `yk I pis, i? ~~. ~ pia ~ ef~r +~ s, s Z~6 v~ . Z~.d k. . ~l ' /loo- ~ ~~f ~ ~trw ,~ ?' ~~~~ JI--,~ y r a i f ~ ~ /1~1 ~S i ! ~ ~ ~~I~r t ~ 0~ • t- ' Y ~ ~ o D . ~?S ! SZ ~. ~~SG. ~OiI1s a~ I CERTIFY UNDER PENALTY OF PERJURY THE ABOVE RECORD !S CORRECT AND COMPLETE TO THE BES Y KNO EDGE AND BELIEF. PERSON RECEIVING COPY F SAFE DEPOSIT BOX INVENTORY: r SIGNATU SIGNA ~ E ~ ~ ~- 71 ~i GGwt. PRINT NAME ~~,C~.7/P,s ~ ~, ~~ ~ - PRINT NAME AND CHECK APPROPRIATE BOX BELOW: _ ~G~71/~' ,C3 0~E-^1 /~/~C 1(~~iV101 PRINT TITLE ~ - (~~j~ ~~~ /7. /~~ ' _ DATE / ~ g /~ CHECK APPROPRIATE SOX: Q Executor(trix) ^ Administrator(trix) ~ ~v /// ^ Estate Representative ~ Joint owner d safe deposit box NOTE: Attach additional 8'h" x 't1" sheet(s) if necessary or use duplicates os trns page v7 Tvrn~. ~P~ve LEADIi~i THE WAY September 14, 2010 Charles E S1uelds III, Esq. 6 Clouser Itd Mechanicsburg, PA 170 5 RE: Irene H Zuba SSN: 158-16-5794 DOD: 03-17-2010 Dear Mr. Shields: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account # 5003954902 Established: 07-O1-2002 IRENE H ZUBA DOD balance: $ 792.91 non interest bearing Safe deposit Boa The decedent maintained safe deposit box 174 IRENE H ZUBA Located at: Windsor Park Branch 5288 Simpson Ferry Rd Mechanicsburg, PA 17055 (717) 697-1641 Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking sold Savings). We do not process any ffnanclal transactions or provide statements. zf you need assistance with any of these items, please call 1-888-PVC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.,A. Member FDIC Page 1 of 1 SCHEDULE F COMMONWEALTH OF PENNSYLVANIA `- ~ -~ JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT E TATE OF „r ~ ~ N~, ~. Z u ~ Q FILE NUMBER H an asset was made joint within one year of the decedent's date of death it must be reported on Schedule ~. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. ~~cEN~ ~4. ~iol~Enr/ck /~al~ Cock/:n .st`r~~f- Mrc,ItQ,r-. i s sd u I?~~ t 1 o SS d a B. Ct,l~y[ ~H~A'/~,~ f 1 a~ Cex,~tl: n ~fneet mcrhan~ csbK~, (~ /~7osS' (~,~• b~n~da~ c. JOINTLY-0WNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Indude name of financial institution and bank account number or similar identifying nurr~er. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERE; 1. A. 11 ~,/oQ, 1~rtuco s~evLfZ~r~ES, mac, ACCT. /vo, ~'y3--6-G1 ~ewr,5~'mt~r-'t F~PAX ga~,3oSs'ti~.res , ~ 10.29 ~ shaar~ = ~ SGG I~it l K ¢,P~ p /1 / /`L'!' Q ~fII.G~LCQ~ Q C- I ~ d 3 ~, ~ 7 q 5~.6 /a ~ ~~ 76 S, $ ~ o~- A'. 91597. ~verci'/I ~~~ ch~tk; ,,~r,~,1`. No. D17~ P/~iAci~Ia/ ~//~ .?/3,.~2 iht. ~ .lows. , 03 //~ ~ ! 3. 35' S'O~o ~ ~ ob. b~ Csee valkafon /e,ffe~ a>~a~r•r~ 3. ~_ f ~~~, I~En~-~s 1st F£-~R~c. C~~T' cw~o~ fV'tlr•~~>~. o~ 1~?~as~f'~ ~} ee#'. No . 1 ? O Z G ?` ~o J 7' l ~ 1 S 2 ~~ M EM BFii7S Ist F~7D ~Qfk Cr~-T u.~il of ~ ~~~, ~3~. 38 ~ b~os:~ ~: "'~. ~~oab7- ~l Principd.l ~3, gaq, 78 ~ ~• d•ad ~Y.bo ~~ee ~~~ ~~f) TOTAL,(Also enter on line 6, Recapitulation) S /9 ~ S ~ 9B (If more space is needed, insert additional sheets of the same size) p ~~ ~$ _~ se~~. ~', ~o~:l- ~3T~-rF Dry ~'~nlE' ,y_ Z~,C~'4 _ _ j^'/~E ~o_ ~ t-!o 3 SAD - __ e~~ ~ ~.t ~ moo. X70 ~6~ _.__-_.___ ~^i/?c,;~r/ ~6s~: 9.f %nt ~! q/•o•4: 77 6 SS, 7~ .5~~ 3x7.86 (, B. t Z ~ d Do /y1 ~/1t 8,A2S /sT 1~D~A~ C.~iDl'T tuul~IJ __.___ ~i/~r~" ~_ ~~39rv. ~ ~ :n~ Q/, o. ~ % 37 _ ~/ 3 9g.o/ _ ~~ ~G 99• °% <See ~~l~lt/~sn ~~'~~'/" ltlKee~a~ ~ 7. ~~ ~~,198'~ G~.oKP of lS G.S. S~-y/~IGrS --------- ~rrt!__~__. SE~2 !~3 __ EE ._ SL /3S .3(o Sow _ ~SeG Ya ~LQ.h e~ ri n cCC I Q ~~ c-~cr~ ~.?~ 567. .,,,~ Prudential April 14, 2010 Mr. Charles E. Shields, III Attorney at Law 6 Clouser Road Mechanicsburg, PA 17055 Re: XXXX-6161 Irene N. Zuba & Arlene Bohenick JT TEN Dear Mr. Shields: Pruco Securities, LLC COMMAND Service Center PO Box 15070 New Brunswick, NJ 08906-5070 (800) 235-7637 www.prudential.t~m Per your request, we are confirming the balance on the above-referenced Pruco Securities Account. Our records indicate that as of 03/17/2010, the value of this account was: Investment Shares Price Value FRPAX 926.305 $10.29 $9,531.67 Total Portfolio Value $9,531.67 If you have any questions or need additional information, please contact the COIV~IlVIAND Service Center at (800) 235-7637. Customer Service Representatives are available to assist you between 8:30 a.m. and 7:00 p.m. ET, Monday through Friday. Sincerely, Y~ `~`~ John Twomey Registered Principal ,~ Pruco Command Operations ,~ Pruco Securities, LLC V \ E.{H `E Securities products and services are offered through Pruco Securities, LLC, 751 Broad Street. Newark, New Jersey 07102-3777, member SIPC, a Prudential Financial company. Prudential, Prudential Financial and the Rock logo are registered service marks of The Prudential Insurance Company of America, Newark, NJ and its affiliates. A registered principal of Pruco Securities, LLC. Sovereign Bank ESTATE OF Irene H Zuba -- SOCIAL SECURITY #: 158-16-5794 DATE OF DEATH: March 17, 2010 Account #: 1681720779 Type Checking _Open date: 9/5/1997 In the name of; Irene H Zuba or Arlene A Bohenick Date of Death Balance: $11,213.32 Int.(Y'rD) from 1/1/2010 to 315/2010 _: .$0.26 Accrued interest to date of death: $0.03 Other info: Page 1 of 1 S overelgn~ Court Ordered Processing \ Decedents - MAI-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284 June 25, 2010 Charles E. Shields, III Attorney at Law 6 Clouser Rd Mechanicxburg, PA 17055 RE: Estate of Irene H. Zuba Date of Death: 03/17/2010 Dear Charles E. Shields, lil: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if f can be of any further assistance. Very truly yours, Donna Penta Lead Specialist 617-533-1785 MEMBERS-1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 170267-00 Date Account Established 08/25/1997 Principal Balance at Date of Death $1,625.53 Accrued Interest to Date of Death $.21 Total Principal and Accrued Interest $1,625.74 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 170267-40 Date Certificate Established 01/20/1998 Principal Balance at Date of Death $7,438.07 Accrued Interest to Date of Death $3.26 Total Principal and Accrued Interest $7,441.33 Name of Joint Owner Arlene Bohenick Date Joint Ownership Established 01/25/2002 CERTIFICATES OF DEPOSIT: Account Number/Suffix 170267-41 Date Certificate Established 12/09/1999 Principal Balance at Date of Death $3,929.78 Accrued Interest to Date of Death $4.60 Total Principal and Accrued Interest $3,934.38 Name of Joint Owner Arlene Bohenick Date Joint Ownership Established 01/25/2002 CERTIFICATES OF DEPOSIT: Account Number/Suffix 170267-42 Date Certificate Established 12/09/1999 Principal Balance at Date of Death $654.95 Accrued Interest to Date of Death $.77 Total Principal and Accrued Interest $655.72 Name of Joint Owner Arlene Bohenick Date Joint Ownership Established 01/25/2002 CERTIFICATES OF DEPOSIT: Account Number/Suffix -170267-43 Date Certificate Established 12/28/2000 Principal Balance at Date of Death $1,396.64 Accrued Interest to Date of Death $1.37 Total Principal and Accrued Interest $1,398.01 Name of Joint Owner Cheryl .Bohenick Date Joint Ownership Established 12/28/2000 MEMBERS 1ST EC)ERAL CR DIT UNION Leigh-A ne Stallings Lending Insurance Support Specialist August 24, 2010 Estate of: Irene H. Zuba Date of Death: 03/17/2010 Social Security Number: 158-16-5794 I'-• /„r 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org Calculated Value of Your Paper Savings Bond(s) c{ Calculator Results for Redemption Date 03/2010 Total Price Total Value Total Intr~rest YTl3 Interest $1,700.00 $5,135.36 $3,435.36 100.64 Bonds: 1-15 of 15 Serial # series Denom Issue text Finat Date Accrual Maturity Issue Pricr~ Interest Interest Rate Valise Not D 14874922EE ' EE $500 X01/ 1988 X07/2010 ~ 01/2018 ~ ~ _ $250 ~00~ _ _ _ $505.20 _ _4x00% ~ _ $755.20 D14874921EE r ^ .. EE _ _ $500 f 01/1988 t 07/2010 i 01/2018: _ . $250 X00 ; _ » ~ _ _ $505 X20 f "`` 4.00% ; $755.20 R40411590EE . EE r $200 ': O1/ 1988 ; 07/2010 i 01/2018 , $100 w00 _ _ $202.08 ~ _ _4m00% } $302.08 R40411588EE « _ EE w ~ f ~.. $200 ~ 01/1988 ~ 07/2010 : 01/2018 ; _ $100 ;00' _ _ _ $202.08 ~ _ _400% a $302.08 R40411589EE EE 3 $200 ` 01/1988 ~ 07/2010 ; 01/2018 ; $100.OOW` $202.08 = 4.00% . $302.08 _ _ , 840411583 EE EE $200 ~ 01/ 1988E 07/2010 f 01/2018 ~ _ $100 ~00~ _ $202 X08 f - _... 4.00°l0 ~ $302.08_ry _ _ _ w ____.._.._____..____,. R40411586EE _____.._ EE ~__ ____...__ _..__..K..M.. ______ $200 ~ 01/1988 < 07/2010 :01/2018 ~. ~ ,_ _ $100.,00 =_ _ $202._08, _ _4.00%~, _ _ $302.08_: _ _ _ R40411585EE _ _ _. EE _ . $200 ~01/1988~07/2010w 01/2018 ' t $100.00 ~ _ $202.08 ; 4.00% ~ $302.08 ; _ R40411584EE EE _ _ $200 ~ 01/1988 = 07/2010 t 01/2018 ~ _ _$100.00 ~ ~- _ _ $202.08 f ' ~4~00% ~ $302.08 f ~~' _ R40411582EE _ EE -~ f $200 ; 01/1988 = 07/2010 3 01/2018 r _r_ _ . _ _ $100 X00 ~ _ _ _ $202.08 3 _ -.- 4.00% ; ~- _ $302.08 ~ _ _ --~ _________....____w_ _ R40411581EE : .....___~_ EE . , ~..._ w__..,..__ _____...,.__ ._ r $200 ~O1/1988 E 07/2010 01/2018 r _ $100.00: $202.08 E 4.00% f $302.08 f R40411587EE ' EE ~ $200 ; 01/1988 ; 07/2010 ; 01/2018 ; „ .. y. . . ... . _ , $100 X00 : _ _ _ $202 w08 a _ 400% _ ..,r.. _ $302.08 ~ _ , , . 8404~11580EE ' y y.. .. . . EE i $200 ~ 01/1988 f 07%2010 f 01/2018 ~ _ _ _ $100.00 _ _ _ $202 ~08~ _ _400% } $302.08 t _ _ , ~ C131996194EE ~ ' $100 ~ 01/1988' 07/2010 ; 01/2018: EE _ _ _ ~ $50 ~00~ _ $101 w04 ; 4.00°l0 ~ _ $151.04; _ _ _ C131996193EE ° _ ~EE ~ $100 3 01/1988 ~ 07/2010 = 01/2018 ~ _ $50 ~00~ $101.04 s 4f00%~ $151.04 _ ~ _ .. _ . _ _ w _ _ .. _ _ _ _... _ _ _ _...... . _._.- M--~- Totals for 15 Bonds~ $1,700.00~ $3,435.36 = ~ $5,135.36 Notes NI_~Not Issued _..__w__._.___w__________w_______ ~NE 'Not _e{ic~ib{e for payment ., , _ „ _ _ , .. _ ..... _... _. _ P5 i Inciudes_3_ month interest_ penalty, _ _ _ _ _. _ _„ MA~ =Matured and not earnin interest http://www.treasurydirect.gov/i3C/SBCPrice Page 1 c COMMpNWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS ~ M{SC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE TFIE WIME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE of TRAksFER. ATTACH A coPV of THE DEED wR REAL ESTATE ~ DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION F APPUCAeLf TAXABLE VALUE .S'ds EPt1 s . ~ z~FNF ~. ~.~ ~ /r~,~ ?'ie~~s~ /7IF,ms ,~?' ~11E//1/3~25 SST FEDE~I?aGL. / p p~o .---.~ _.._ ~!`,i~D/T ~taVivN: ~1~ Rt$u~at:-- ~5~~-S ~~4d~ /yv. 3SE 9/ 3/ -oa fx3, b9~. 93 ~.3~ 642.93 •. ~j//~ /~N ~~A'~t9C~lCrtf ~~ ~. 3 S~'~jt3/- oS ~~~6, /+t o. 6g ~o? ~ b, /ho. !,1 ~-~ T f Accr. fi do.d. .r, i~~- iii ~6 9, fS0 ~6y. ~t ~r~ L'Pr~~~'r4~s s~' ,Z~~is~ /Yi. 3y9 /3/--fro ~/3~ ~{ss9G X13, ~fSS';S y/~ Int aetr yb dvd Dpi i~ !~ fS. 4a ~S, 4 Y~%~ l't~f.`~t~~S ~F ~~lvsf moo- 3'`l9 /3/ -y/ ~/~' /6/.09 ~ ~/8` lb t. o`, • .., , Y/~• ~t arc,/: ~ q/,d.a/• oh i1/t,.+~ t/i~ 'c~: 7G ~8:7L (/x C'~>rf~~ica~s ~ ~~s:f ~v..~~Q~s~ ~rZ ¢g ~sv. ~ ¢8',Z~. by ~1 ~.,t' acct'. ~ do.d wy i~ i~c , ¢3,yrj ~ ~. ~ X/~ ~trl~i~~ats A~ sf' /Y. 35~g I3/-~3 9, .2/y; y~G ~~, Z/~{ S/~ ~Xii1 ~i+t acct. ~ ~s.q/. of, ~i~i xi 'cy,o~ g~f.oy ... ~ClY~ ~n f Ac~~, >In d•D.al. Rn %1~i» Xltl` ~ S, /D ~`S./~ (~ /~ ~~~`~~s o~ jkrost` //c. 3~/q /3/- S/6 3 S; S7y/./8 ~ 3~ S7y~ l X~~~ .~~,f. acct: ~ c~.oq! on i>~rn X Il ~/'~•yO ~ ~ .~. y ~sc~ ~a/ua~o~r /e~,r~ a~cl~~~ •~. S ~TK~G 0~ a o~ S . 'Tr rt5'f Rca ~ ~ S td.'f'G . t~l o r wns~ St': , M e ch axt >I Cs ~ u r9 ~ ~f}~ S e~al ~ ~ ~usf~n s.Zt~o~s, o ct.2q, Zoto.t~See ~~ `~ 900.x' Ioo9~ - o - 15 g, 900. ,$L-i~1em enf oShcP.f' a~ff'actied ` ~Sce ~onfiYtuet~~oh sf~cef TOTAL (Also enter on tine'7, Recapitulation) I S b ~D~ ~yQ, ,~3 (If more space is needed, insert additional sheets of the same size) - SST, of Zu~3~ /~E~/E ~Y. ----- --- - -- ~ _' __~ ~G s~a!~°_S__ ~ Cam' ~J ~Z~it 5~.~'_- -q~ -- D~~°-6 •~_-~crl~ts ~rr ~~,_ ~n c=---------------------- --------- - - (~i°~ __ ~/, ~,°~----~b-----_6_`~SZ-_ __t~s~ _= _~6S.3o`~-- z~G---==.___----.-_ ~ /S G~t.o~ ~ _ (~Stc !~A/u~t ~on 4~aG~~ ~ -/ _ - ------------~ _ ~/I~OT~"L_~ Ka~%CS ~~__~ibt/i ~__~1~.~~.~,_-_7~ ~Stt~~Q~__ /r~~°~--.__. _ r _ _~ ~/ - - - -------- ---~__-~._03-~~ --- - ------- -- --. -__ ~. / .-t- ____~~ wii~ _- ~ ~.CC~ ~!l1,1_C1~~__!~?~ . ~ ---L_7~~-------- ~0 3 8 u n ~ ,c5 7 S/Z, ~ o -~- ~ -~11.k1_!~__~~~yG~G~il__~rI!~~. /fir _ _~~_~_e ___'~_'_``-- `~' ~?~ 6 y0 khi_~s--_----- ~ i ~S 6D- o~ -_ _ -------__-------- - .- # - -- ~~ ---D_~,o.Pt~~i/.t~L__G/od a,,/- ~t-g/---- ---------- ---------- - ~'i~4 _ t~.n i ~S --------_.-.------- --- ~~ ~~ ~fs~ °° ------ S ` __ _ - ---------- ~ -- ~a~~ ~ 1/~ol~JG/3 mG,Tr~co! ~ ri~l~ ~ ~S I~ln~~~S - -- - - -- ~ 7~ • B° ~ z --_. --- -- _.._-~~.-. __----- _----- ------ ---.. - ---- • 99~ h~~ _ _4T?~_ •~_~~~~~ ~ -- ~~~~e~-~v~f~ ~ , ?rusT~ ~,.~, _. $t~_ ~3~,~ .~~ce~ p` aoa , o~ - - _ __ _ _7 -- --oSa/e _ o~ -~~~~ _.~o~i/cs ~uc/~o~-- ~r-vicG__~~~ ~i7~_~S'~~ _ ~S/9 eo , _ -__-._ ~~J ~ecei~f - c~ h'`Q c~o~ ~ _ --- --- ~, aft/~ add asso~-fcq~ _ Corn s_Qf.___ ~ ~o:., ~/o~ '' ~` -------- __ -- ---------- -----~------------------------__. __------ ---------------------- ---7sz, 10.-- ~,~lt~e__~_!/Qrio Lf~~--~'~o~o~~t~ --,net/ 6 ___~~_.ac_-•~ /~Ic~;de./s' ~~ ------ ~ ~ ,[ ,, L, ~ r II cS4~ Dr `!I/'/061 ~~?~~__ d.~llSi4L ~ ~~Gv1' ~D~ 1> T I'I~SfCC -- -------------- -- ~------- ------ - -- - - - _ _~b.~ _ -------~-- ~_-----~!nfa~-- p~~ ~w~-----------.------ ---.-------_--------- .D. ~r~ ~: -- _ __ ---- --- - ~ -- --~~L._~_s --- Sweaf~- ,~ ~/o , o0 ~.S'b.BD ~. o0 ~`/,S~ eo ~S. eo f i ~T~ms o~ ~'~s~yrr~ ry ~~~~~~ ~y ~~~~y - - - _ -. _ s,s.~ ~' ~ --- _j s: -------------- ~A~so~-~_ k,~Z_~i~ _------- ----------_---_--------____-------------- ------_----------______-_ X00 - ~, n ~,1/~ D~C~ `(JDD~- LQ~/'-`' -•--------- SDI 0~.._. 7 __ - - - - ~ ffe _ __-__-----__ ~7~.00 ~ - - __----- - -----_ - -- ~ - d~~~~~_ p-~s_.- ----- ------- _- ----___.- - ---- --------- ----------- ------------ --------- ___ _...____-__-_- ~~s. o°_ ------ -- --- - - _ ~o,eD _. ----------------- lp ~//_~oG~~ --------------------------- ---._..-_----------------______._.___.____-__--- ------ ----_-___------- _ ~5~~~_ ----------/l_.__- __- -~~/1Z~~~__-------__----------------- - ~~~ -----------------_--------------------------- ---____-----------------------_ ~~-~~ . ---- ------ ~' ~ ~ Eit~_~~S_----------------- -------------------------- ------ ------------____-__-------______ --- 4 . _ f o0 _ d~. ' ~~na _~di.~~~trcLte_-_~'-ie~.es~~---- ------------------------_--------------------- ~3~,00 ----------------_ --..-.__.._--------___------_ --- -------------~ - _ _Card_ T b~c _.~~rs -------- --------------------------__------ ~/O.o~_ d 3 ~2ovirl ~/O~~i e ~o . oD _--- -- _---------- r -L~( _r! ~ ¢ -------------_~ __-- -~~~~.~z-__-______--_-------- _ ____-------- ~,~ ~6 . - ~ ~S Q G X ao-~ -.. _ . ~3 O3 ~, oa ~~ MEMBERS 1St FEDERAL CREDTr UI~IION JOSEPH S. ZUBA LIVING TRUST Account Built under SSN: 158-16-5794 Name of Trustee: Irene Zuba Name of Successor Trustee: Jeffrey F. Zuba REGULAR SAVINGS ACCOUNT: Account Number/Suffix 349131-00 Date Account Established 02/12/2009 Prinapal Balance at Date of Death $23,692.93 Accrued Interest to Date of Death $3.01 Total Principal and Accrued Interest $23,695.94 MONEY MANAGEMENT ACCOUNT: Account Number/Suffix 349131-05 Date Account Established 02/12/2009 Principal Balance at Date of Death $226,160.68 Accrued Interest to Date of Death $69.40 Total Principal and Accrued Interest $226,230.08 CERTIFICATES OF DEPOSIT: Account Number/Suffix 349131-40 Date Certificate Established 02/12/2009 Principal Balance at Date of Death $13,455.96 Accrued Interest to Date of Death $5.90 Total Principal and Accrued Interest $13,461.86 CERTIFICATES OF DEPOSIT: Account Number/Suffix 349131-41 Date Certificate Established 02/12/2009 Principal Balance at Date of Death $18,161.09 Accrued Interest to Date of Death $8.76 Total Principal and Accrued Interest $18,169.85 CERTIFICATES OF DEPOSIT: Account Number/Suffix 349131-42 Date Certificate Established 02/12/2009 Principal Balance at Date of Death $8,250.64 Accrued Interest to Date of Death $3.44 Total Principal and Accrued Interest $8,254.08 CERTIFICATES OF DEPOSIT: Account Number/Suffix 349131-43 Date Certificate Established 02/12/2009 Principal Balance at Date of Death $9214.46 Accrued Interest to Date of Death $4.04 Total Principal and Accrued Interest $9,218.50 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org CERTIFICATES OF DEPOSIT: Account Number/Suffix 349131-44 Date Certificate Established 02/12/2009 Principal Balance at Date of Death $12,255.54 Accrued Interest to Date of Death $5.10 Total Principal and Accrued Interest $12,260.64 CERTIFICATES OF DEPOSIT: Account Number/Suffix 349131-46 Date Certificate Established 07/29/2009* Principal Balance at Date of Death $34,574.18 Accrued Interest to Date of Death $14.40 Total Prinapal and Accrued Interest $34,588.58 '`Rollover from Certificate of Deposit 349131-45, originally established 02/12/2009 MEMBERS 15T FEDERAL CREDIT UNION Leigh-Anne Stallings Lending Insurance Support Specialist August 24, 2010 Estate of: Irene H. Zuba Date of Death: 03/17/2010 Social Security Number: 158-16-5794 New User? Register < Sfgn in Hefp Trending: Bam Mergers Yahoo! Mail ~~~~l~ ~ ~ ~ ~ ~ i~ ~ Search Web Search Dow ~ 1.759L Nasdaq ~ 1.16?L NEWT HOME INVESTfNG NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSNES Cat=T QtlOTES r,r.K.R:.@ .lOGrC'ii ...C[...::r T'l t. "Aa ) ~' s G C G''-k3 tt^ ~ t) 2:3: c.'=.=.'•.. .:1:.:..-,F,~ E=C.~ - l.. ~~?,rMet ~( rs ~i ;)~€ras :PPG Industries Inc. (PPG) At 1a•1,AM EDr 85.98 t 1 75 (1 99°/.j PPG ~~,,. :~, vtrawc stxwncs uo :Historical Pfrices r--•---•...-....-. <iet Historical Prtoes for:: ~ > ............_ .................... Set Date Range Daily Start Date: :'fit""' ,. 17mm-~ ~20~ Eg. Jan 1, 2010 ~VVeekIY 1'"""""""" .Month End Date: ~fa'iair. 17 ` t 2010.__` ~ iY Dividends Only First ~ Previous ~ Next ~ Last Prices _ .___.__. .____ \; .____._ .._........_..__.___..Y..____...._~ _.~.~ Date Open High Low Cbse Volume Adj Close' Mar 17, 2010 64.59 66.08 64.52 65.90 1,205,700 63.61 Close price adjusted for diva ds and splits. \~ First (Previous ~ Next ~ Last iDowniOSd to Spreadsheet - Currency in USD. Copyright ~ 20t 1 Yahoo! Inc. Ail rights reserved. Privacy Polik-y -About Our Ada -Terms of Service - CopyrighUlP Policy -Send Feedback - Yah00! NeWS Network Quotes dtslayed, except where indicated otherwise. Delay rimes are 15 Wrens for NASOAQ, NYSE and Amex. See also delay limes for other excharK}es. Quotes and other information suppried by independent provtders identified on the Yahoo) Finance partner page.Quotes are updated automatically, twt will be fumed off after 25 minutes of inactivity. (}cotes are delayed at least 15 minutes. All information provided "as is` for inftxtrratiorral purposes only, not intended for trading purposes or arfvlce. Neither Yahoo! nor any of indepandenl providers is liable for any infornattonal errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. t3y accessing the Yahoot site, you agree not W rediatnbute the information found therein. Fundamental company data pr+ovidsd try Capital iQ. Nrstorical chart data and daily updates provided by Commodity Syslema, Inc. (CSI}. Intematlonal historical chart data, daily updates, land summary, fund perfkxmance, dividend data and Morningstar Index data provided by Momingstsr, Inc. http://finance.yahoo.com/q/hp?s=PPG&a=02&b=17&c=2010&d=02&e=17&f=2010&g=d Page 1 of o a~ ,sc fit= y ` ~ ~ ~ A. Settlement Statement (HUD-1 ~ ' G9eR~ p2`rE~O Tvr>e of 1 nan 1. Q FHA 2. Q RHS 3. QX Conv. Unins. 4. Q VA 5. ~ Conv. Ins. 6. Flle Number. 10-547 7. Loan Number: 0312078355 8. Mortgage Insurance Case Number. C. Note: This form is famished to gnre you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked (p.o.c.)' wero paid outside the closing; they aro shown here /orir-/ormatronal purposes and aro not included in the totals. D. Name and Address of Borrower: Dustin Rhodes 208 S. Norway Street Mechanicsburg, PA 17055 E. Name and Address of Setter. Jeffrey F. Zuba, First Successor Trustee F. Name and Address of Lender. Wells Fargo Bank, NA One Home Campus, MAC #X2301-04G Des Moines, IA 50328 G. Property Location: 208 S. Norway Street Mechanicsburg, PA 17055 Cumberland County, Pennsylvania H. Settlement Agent: 25-1857112 Midstate Abstrad Company 2331 Market Street Camp Hill, PA 17011 Ph. (717)763-1383 I. Settlement Date: Odober 29, 2010 Place of Settlement: 2331 Market Street Cam Hill, PA 17011 J. Summary of Borrowers transaction K. Summary of Ssllsl's transaction 100. Gross Amount Due from Borrawer: 400. Gross Amount Due to Seller. 101. Contrad sales rice 159 900.00 401. Contrad sales rice 159,900.0 102. Personal r 402. Personal 103. Settlement Cha es to Borrower Line 1400 5 230.90 403. 104. 404. 105. ~5• Ad uatments for items id. Seller In advance Ad ustments for items id Seller In advance 106. C' !town Taxes to 406. C' !Town Taxes to 107. Coun Taxes 10/29/10 to 01/01/11 144.73 407. Coun Taxes 1029!10 to 01/01!11 144.7 108. Assessments 10/29/10 to 07/01/11 1 312.62 408. Assessments 1029/10 to 07!01!11 1 312.6 109. Sewer - 4th Qtr. 1029/10 to 01/01/11 52.17 409. Sewer - 4th Qtr. 1029/10 to 01/01/11 52.1 110. Refuse - 4th Qtr. 10/29/10 to 01/01/11 30.14 410. Refuse - 4th Qtr. 1029/10 to 01/01/11 30.1 111. 411. 112. 412. 120. Gross Amount Due from Borrower 166,670.56 420. Gross Amount Due to Seller 161,439.E 200. Amounts Pafd or In BehaN of Borrower 500. Reductions in Amount Due Seller. 201. sit or earnest mone 5,000.00 501. Excess de art see instructions 202. Prin ' al amount of new loans 50 000.00 502. Settlement cha to Seller Line 1400 11,521.3 203. t_xisti {cans taken su act to 503. Existin loans taken su to 204, 504. Payoff First Mortgage 205. 505. Pa off Second Mort a e 206. 506. 207_ 507. De osit disb. as roceeds 208. 508. 209. ~• Ad ustments for items un Id Setter Ad ustmenta for items un id Seller 210. C' /Town Taxes to 510. Ci !Town Taxes to 211. Coun Taxes to 511. Coun Taxes to 212. Assessments to 512. Assessments to 213.. 513. 214.. 514. 215. 515. 216. 516. 217. 517. Escrow for Inheritance Taxes to Midstate Abstrad 3 000.E 218. 518. 219. 519. 220. Total Paid Ifor Borrower 55,000.00 520. Total Reduction Amount Due Seller 14,521.: 300. Cash at Settlement from/to Borrower 600. Cash at settbment tolfrom Seller 301. Gross amount due from Borrower line 120 166 670.56 601. Gross amount due to Seller line 420 161 439.E 302.. Less amount aid b ffor Borrower line 220 ( 55,000.00 602. Less reductions due Seller line 520) ( 14,521.: 303. Cash XD From ~ To Borrower 111,670.56 603. Cash ~ To ~ From Seller 146,918.: The undersigned nowledge recei of a m tad copy of this statement 8 any attachments to~herein Borrower Seller ~~ Dustin hodes Je . Zu t sect Trustee of the Joseph S. Zuba and I e H. Zuba Revocable Living Trust Agreement tna Rrblic RepoAYg Brsdan rot tlds colsctlon d irMOrrnalion b estimated at 35 mksrles par response for caMecbnp, mviewlrg, and reportlng the data. TNs apenty may not eolect this Nltorrnatlon, and you are rwt rsquked t oonpbte tltis Corm, urNesa a displays a oixrsntly vsW OMB oontrd number. tVo aomidantlallty b assured; tlrls dfadoaas is mandatory. Tics q designed to provide tlrs prtlss to a RESPA covered tramactlon wile irAarmatlor durtrg tlrs settlement Process. Page 1 of 3 HUD-1 (RHODES. DUSTIN.PFD/10-547/1 700. Total Real Estate Broker Fees $ 9,594.00 Paitl Fran Pefd From DMsion of commission (line 700) as follows: 8orrower•s Sellers 70 4 797.00 to M.C. Walker Real Funds e< Funds et 742. 4 797.00 to Hel U-Sell Detwiler Rea s.tua<ne<,t setllement 703. Commission aid at settlement 9 594.1 704. Transaction Fee to M.C. Walker Rea 195.( 705. 800. items Pa able in Connection with Loan- 801. Our o ination cha a Indudes O ' ination Point °k or $ 495.00 S 495.00 from GFE #1 802. Your credit or charge (points) for the spedfic interest rate chosen $ (from GFE #2) 803. Your adjusted origination charges from GFE #A 495.00 804. raisal fee to RELS from GFE #3 380.00 805. Credit Re rt to RELS from GFE #3 14.84 806. Tax service to (from GFE #3) 807. Flood certification to (from GFE #3) 808. (from GFE #3) gpg, (from GFE #3) 810, (from GFE #3) 811. from GFE #3 900. Items R wired Lender to Be Paid in Advance 901. Daffy interest charges from 1029/10 to 11/01/10 3 ~ $5.990000/day (from GFE #10) 17.97 902. Mort a insurance. remium for months to from GFE #3 903. Homeowners insurance for ars to Allstate from GFE #11 904, from GFE #11 905. (from GFE #11) 1000. Reserves fled with Lender 1001. Inkial deposit for your escrow account (from GFE #9) 944.34 omeowne s insurance mon s per mon 1003. Mort a e insurance months $ r month $ 1004. Property taxes $ County Taxes months Q $ per month Assessments months $ r month 1005. $ 1006. County/Twp Taxes 9.000 months ~ $ 67.49 per month $ 607.41 1007. School Taxes 6.000 months Q $ 170.00 per month $ 1,020.00 1008. $ 1009. Aggregate Adjustment $ -787.26 1100. Title Cha 1101. Title services and lenders title insurance (om GF #4) 868.75 5.( 1102. Settlement or doss fee $ 1103. Owners title insurance to Midstate Abstract Compan Insurance Acct. from GFE #5 600.00 1104. Lenders title insurance to Midstate Abstract Compa Insurance Acd. $ 558.75 1105. Lenders title li limit $ 50 000.00 1106. Owners title B limit $ 159 900.00 1107. A ent's rtion of the total title insurance remium to Midstate Abstract Com an $ 1 019.7 1108. Underwriters Rion of the total title insurance remium to Midstate Abstract Com an Insurance Ac $ 139.05 1109. 1110. 1111. 1 b12. 1113. 1200. Govemment Recording and Transfer Charges 1201. Govemment reconii cha es to Recorder of Deeds Office from GFE #7 152:00 1202. Deed $ 62.00 Mortgage $ 90.00 Releases $ Other $ 1203. Transfer taxes to Recorder of Deeds Office (from GFE #8) 1,599.00 1204. City/Countytax/stamps 3 1,599.00 $ 1205. State tax/stam s $ $ 1 599.( 1206. 1207. 1300. Additional Settlement Cha es 1301. R wired services that can sho for from GFE #6 119.00 1302. Tax Certification to Ba L. Hedcard Tax Collector 10.( 1303. Flood Cert LOL to WFFS $ 19.00 1304. Tax Service Fee to WFRETS $ 100.00 1305. See addit'I disb. exhibit to 40.00 118.: 1400. Total Settlement Cha es enter on lines 103, Section J and 502, Section K 5 230.90 1.1 521.: BY ~fln~9 P•9e t a this statemerK 7is sigrwbrlea advlowASdys rotelpt M a oarpleted copy of page 2 or Uris two psge sfalDxnerd / --, Midstate Abstract Compa ~ ~Se/l/ttk~ment Agent Certified to be a true copy. Page 2 of 3 HUD-1 (RHODES.DUSTIN.PFb/10-547/13) Charges That Cannot Increase HUD-1 Line Number Our origination charge # 801 495.00 495.00 Ypur credit or charge (points) for the specific interest rate chosen # 802 Your adjusted origination charges #803 495.00 495.00 Transfer taxes #1203 1,599.00 1,599.00 Charges That in Total Cannot Increase More than 10X Good Faith Estimate HUD-1 Government recording charges #1201 160.00 152.00 Appraisal fee # 804 380.00 380.00 Credit report # 805 14.84 14.84 Title services and lender's title insurance #1101 1,434.00 868.75 Owner's title insurance to Midstate Abstract Company Insurance ~ #1103 600.00 Total 1,988.84 2,015.5 Increase between GFE and HUD-1 Charges $ 26.75 or 1.35 Charges That Can Change Good Faith Estimate HUD-1 Initial deposit for your escrow account #1001 2,831.25 944.34 Daffy interest charges #901 $ 5.990000/day 17.97 17.97 Homeowners insurance #903 525.00 Flood Cert LOL #1303 119.00 19.OC Tax Service Fee #1304 100.OC 1 nsn Torm4 Your Initial loan amount >s $ 50,000.00 Your loan term is 30 years Your initial interest rate is 4.3750 % Your initial monthly amount owed for principal, interest and $ 249.64 includes any mortgage insurance Is o Prinapal a Interest ^ Mortgage Insurance Can your interest rate rise? ^X No ^ Yes, it can rise to a maximum of %. The first change will be on and can change again every _ months after . Every change date, your interest rate can increase or decrease by _%. Over the life of the loan, your interest rate is guaranteed to never be lower than % or higher than °~6. Even if you make payments on time, can your loan balance rise? ^X No ^ Yes, it can rise to a maximum of $ Even if you make payments on time. can your monthly ^X No [] Yes, the first increase can be on and the mouthy amount owed for principal, interest, and mortgage Insurance rise? amount owed can rise to $ The maximum it can ever rise to is $ Does your loan have a prepayment penalty? ^X No ^ Yes, your maximum prepayment penally is $ Does your loan have a balloon paymentT ^X No , [] Yes, you have a balloon payment of $ due in _ years on Total monthly amount owed Including escrow account payments ^ You do not have a mouthy escrow payment for items, such as property taxes and homeowners insurance. You must pay these items directly yourself. 0 You have an additional monthly escrow payment of $272.22 that results in a total initial monthly amount owed of $521.86. This includes principal,. interest, any mortgage insurance and any items checked below: ^X Property taxes ^X Homeowners insurance ^ Flood insurance ^ ^ ^ Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender. Page 3 of 3 HUD-1 (RHODES. DUSTIN.PFD/10-547/13) HUD-1 Addendum Borrower(s): Dustin Rhodes Seller(s): Jeffrey F. Zuba, First Successor Trustee 208 S. Norway Street Mechanicsburg, PA 17055 Lender. Wells Fargo Bank, NA Settlement Agent: Midstate Abstract Company (717)763-1383 Place of Settlement: 2331 Market Street Camp Hill, PA 17011 Settlement Date: October 29, 2010 Property Location: 208 S. Norway Street Mechanicsburg, PA 17055 Cumberland County, Pennsylvania Additional Adjustments For Items Paid By Seller In Advance (Borrower Debit) Description Amount From/Through Prorated Amount Sewer - 4th Qtr. 75.00 10/01/10 through 12/31/10 52.17 Total Line 109/409 52.17 Refuse - 4th Qtr. 43.32 10/01/10 through 12/31/10 30.14 Total Line 110/410 30.14 Additional Disbursements Payee/Description Note/Ref No. Borrower Seller Sudden Death Termite Pest Control 40.00 Pest Inspection Mechanicsburg Borough 75.00 Sewer - 4th Qtr. Mechanicsburg Borough 43.32 Refuse - 4th Qtr. Choice Home Warranty 400.00 Home Warranty POC:S400.00 Total Additional Disbursements shown on Line 1305 $ 40.00 $ 118.32 Adjusted Origination Charge Details Origination Charge Origination Fee 495.00 to Wells Fargo Bank, NA Total $ 495.00 Origination CreditlCharge (point) for the specific interest rate chosen Total $ Adjusted Origination Charges $ 495.00 Reserves Deposited with Lender Homeowners Insurance 104.19 3.000 at 34.73 per month County/Twp Taxes 607.41 9.000 at 67.49 per month School Taxes 1,020.00 6.000 at170.00 per month Aggregate Adjustment -787.26 month Total 944.34 WARNING: R Is a crime to knowingly make false statements to the United States on this or aay almilar form. Penalties upon conviction can include a fine and Imprisonment. For details aee: Title 18 U.S. Code Section 1001 and Section 1010. (RHODES.DUSTIN.PFD/10-547/13) HUD-1 Addendum - Continued Title Services and Lender's, Title Insurance Details BORROWER SELLER Closing Service Letter 75.00 Midstate Abstract Company Electronic Doc. Preparation 50.00 Midstate Abstract Company Wire Fee 10.00 Midstate Abstract Company Notary Fee 10.00 5.00 Midstate Abstract Company Overnight Fees 15.00 Midstate Abstract Company Endorsements 100, 300, 8.1 150.00. Midstate Abstract Company Total. S 310.00 S 5.00 Owner's Title Insurance BORROWER SELLER Owner's Policy Premium 1,158.75 to Midstate Abstract Company Insurance Acct. Total 3 600.00 S Lender's Title Insurance BORROWER SELLER Lender's Policy Premium 558.75 to Midstate Abstract Company Insurance Acct. Total E 558.75 a WARNING: R is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Sectbn 1001 and Section 1010. (RHODES.DUSTIN.PFD/10-547/13) ROWE'~ AUCTION SER~TCE HRH ~9L, Bill Rowe (AU 1538L) 2505 Ritner Highway ~ Carlisle, PA 17015 249-1978 697-4794 249-2677 Auction; ~s Actton ~~xl~ ``Rovcre'' FQ~r watt ,action r ..,~ 1 ~SELI:ERS NAME . ~~'~ ~ ~-.~~ ~ ~~~.+~~~ ~~` t'e.~':':~?Ert~r~` DATE ADDRESS f -~ ~ (`r t ~ ~ tr ~f ~'~ ,}c~~. x.R-. ~ "r .° ~-~~-, ~~` !...;i . , '~ PHONE -~---=-- OTHER AUCTION DATE/LOCATION ~~~' DESCRIPTION OF MERCHANDISE AUCTIONEER % ~' ~' CLERK ~^,% ~. ~. ,tom, ii _.. '~ ~ k is - ~ ~ ~4 '"~ ~ ti„-.- ,~ . ~ c. ~ c.....,~s ~,.. ~,,,~-~ ~ ~., ~- " ~~ t... ~ ~ f,,.. ~..•-~ ~'• - --~ ~-~t,ab ~., I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in this agreement. ;= i /~ f `' ~ r F ~r AUCTIO SIGNA URE SELLERS SIGNATURE Total Sales (Clerking Tickets Attached) $ ~ ~ ~'°" `~ '`.~ ...~ . Less Sale Expense: ~ ~ t % Commission Auctioneer $ t n ~--~ ~~ % Commission.Clerks $ ¢z ~-- OTHER: ~.~~-~ ~...~~ ~,~,~... ~~.} ~....-..~..~ s "'~~ TOTAL SALE EXPENSE DEDUCTED $ ~ `~, ~. "~`~~" SELLERS NET ~ ~ ~ `'~ ~ ~ /'~ P,or~e~ s At_cct i on Ser'v ice , '~~ZtS R i t n e r' t--Iw v Carlisle, FAA 1?~1.~.j 71?-;~`~~~-~:~??, ~::~~-1 ~? 8, 657-~•?~4- wWwR r'awesa!cct a anser'~ricew C'om Settlement Irene t•-i Z~_tba 7f r--7G~--•~i~3 F~age: Sel3er'. 4 Jeffrey F. Z+_~ba Trltstee i1~C Cocklin St h`lechanicsb~.~rg FAR ~.?~~~ Item Description _._......... Price ~!t}= ....._.~__.___..........-__.-_-^_.____ Total _______-.~_ _-._......._-._.....____...______.._w.._.____ -- AL - _________~.__~.________ tool chest i i~w ~~ -- D L -- linens 1 1 • ~~ - SL -- watering can ~- E. ~~ -- ESL - t o 01 1 of / pr'y bar ~. 7 w ~~ ~- RL -- t oa l l of f sharpeners ~- ~. ~~ -- LPL -- c j_it t er s 1 J w ~~ -- LPL -- Craftsman sockets ~- IIw ~~ -- ILL -- s aW blades ~• 4 - ~~ ~- ESL -- Sorters ~- Ew ~~ - ESL - htitr'e saw ~. 4w u~ -- DL -- Mikita drill set 1 '.~~ -- NL _ level 1 1~w ~~ ~- BL - haY'tfWar'e i(7t ~- '-• ~~ - ~ L - - fan ~ •~-## [tt o t s o 1 ~i ~•#- - FL - - brass sand l eho lders ~- E- ~~ -- B L - vases'~ v er 'iayD n o ~ . t~ `, s~ ~. ~ } - L-~L r t ttr n ~ 1 m 1 's [._ w I t e {ii 7 4r .+. ~ } 7 ( w ~iL.` -- RL - - new kitchen set 1 i4. ~~ -- LPL - - misc. ~. r~ t 1 i w ~~ - H L - - plate lot 1 i w tZ~~Z~ - DL - - red wagon :~ 1~'w ~~ -- BL - - blai'lkets 1 7, ~~ -•• L'~L - r'ecor'ds 1 ~- w ~~ E+~.. - cassette tGfpe pltfy~`r #~~ I`+~ot sold #~•~ -- DL - s i lverplate 1 ~•, ~~ -- PL - - sad irons/Sears 1 ;:_. ~~ ~~ t e l a g c -y ~i (..~ -- ESL - fo~,t pE_~mp/air bed 1 ?• ~~ - RL - cl €~ck/checker' item ~. ~- E~~ - RL - - cam era st E_~f f 1 ~- _ ~~ - DL - ~ th~'aWS/f-_tr' ~- ~. ~E?J -- L-SL - - s t at E_4t a -angel 1 ~ , ~~'~ - DL - s <<n d~ a Z~ s t an d ~• i w ~~~ - DL - geese print s 1 1~~. ti~~ - ESL -• marbles _ 1 ~. ~~ - LPL - ~_ stands ~- ~. ~~ DL •-- g l ~-~ s s f Z o w e r° s _ _.._ . ~• •- -. ~ ~' •- LPL •-- golf c l ~_! b s i ~:. t~t~t -- ESL - frames tCFf--stack) 1 c~.rw ~~ S.~at ~ a ~+~-..`r ~ -LfLE .L ~ K.E ~...~ w is v i `C I ~tawe} s Ai_tct i on Ser°v i ce s~~ Rimer ~-Iwy Carlisle, F'A 17~1~ ? 17--~~~~--;=~~77, E4"~-19?'E3, 6'~7--4 ~~~~t- www. rowesa~..cct ~, onser~v ice. cam Settlement Trene #~ Z~iba X17--7~~}-EiB~ Seller,: ~- Jeffrey ~'. Z~Eba ~"r~_tstee 11~E Cacklin St Mect-ianicsb~.irtg F-`'A 17~~5 Tten Description Rrice Fag e ; qty Total - RL - f=rames tCN-stack) 1 ~'~. ~+~ -- LPL -- m ir~rar/frames 1 ~. ~~ -- RL -- blinds 1 E- ~~ -~ Dld pocket knives/lock/keys 1 14.~~ -- Tasca field glasses i 1. ~~ -- Ca st E_~m a ,j ewe 1 ry i ~~~. ~~ -- Rings i 8~. ~~ Cast~_~me ,jewelrty ~. ~~. ~~ -- Earrings 1 ~~'. ~~ -- Watches 1 ~~-. k~ -- l~ecklaces ~. ~='S-~~ -- Jewelry lot - 1 1 ='. ~~ -- Sterling .jewelry lat ~. $~.~~ - Foreign money 1 f~='- ~~ -- Harps i cord 1 7- ~~ - Langaberger basket 1 ~. ~~ - Sterling vase/Lady's head 1 14.~~ vase - Decant er~ 1 ~. ~~ -- tart ak i /china 1 1. ~+~ -- Jewelry l at 1 1. ~~ -- Dctaganal stand ~. ~'. ~~ - Serving cart ~ 1 ~+~• ~~ -- E' table lamps 1 ~.~~~ - Slant front desk 1 ~. ~~ - 4~Jhite metal file cabinet f. i~.~~ - Single headboard 1 ~'. ~~ - Da~_cbl e ~-ieadbaar~d 1 E7. ~~ - EYfattress/R S set NCH? ~. 7~. ~~ - Mattress/RS set ~. ~~. ~~ - Cedar chest- wat erf.~l 1 1 E~~'~. 4'~~ -- Smaking stand 1 8. ~1~ -- G!~_teen Anne coffee table ~. 1~- ~~ ~- F~ e d e s t l e ~ 1 ~=- ~~ - -lam m ock ~t stand 1 ~. ~~ - Fold-~_tp bed frame 1 ~'k. ~~ -- E+edraam s~_Eite ~. ~~. ~~ -- Red r~ai is ~. 1~='. ~~ -- L-3ak .Jewelry ~.ab~~-et 1 Sri-~~ - Walker 1 ~5-~~ Date . tZtS--~ 1--;='~ 1 k ~Z~S a ~.'8 : 47 E~owe` s Aj.tct i on Service ~;~t~ Ritner° Hwy Garl i sle~ ~~A 17~1~ 717--~4 ~--~E77, ~4~--1 ~7~, ~~7-4'7'•34 www. rowesa~_tctionservice~ com Settlement Irene H Z~~ba 717-7G~--~i8~ Sellers ~ Jeffrey F. Zr_tba Tr~.~stee 11~'~ Cockl in St Mechanicsb~_trg ~'A 17~~~ Item Description ~ larice ~?ty - Hamper ~-~-~ R[ot sold ~~--#- -- Beveled mirror 1 -- Wicker chair ~ stand ~- - Office chair 1 Wooden cabinet 1 - 4 folding chairs 1 Waterfall dressert ~ mirror ~- - G!_trio cabinet 1 - Table c~ hatch 1 Items: B`~ Amo-_tnt: Commission at ~~. ~~~i. -~a r, : ^~ 4~~,. ~~ Less ad.j~.tstments: filet due to seller: Wage: Total i O w 'L• K.F 1 ~. ~~ ~~ ~~ J~ -~(~'.. (7~(7~ G w YJ,~'L7.~~ 1 w ~~ 8~. ~~ 1~. ~'s~ •~~ a ~ ~ 1 g .,~,J...~4. ``,, [['' , -"tO.jF a 44.. e~~.~a Thank yoga for yo~_tr br~siness Bowes A~..tct ion Date : ~G-1 ~--~@ 1 @ @~- : ~4 : ~~" Rowe' s Auction Serty ice 'S@5 Ritner Hwy Carlisle, RA i7~-1S 717--X49-~~77, L49-1978, 697-4794 www. rowesauctionser~vice. com Settlement Zuba 76f-R183 Rage: Seller: E~ 115 Cocklin St Mechanicsburg RA i7@55 Item Description F~rice ~?ty Total _._______________~-----Ladder-- .... 1 ~@. ~@ -- T.rim~aer 1 5. @@ -- Wacker 1 ~`'. '@ . -- Mower 1 ~8~t. @@ - Sweeper 1 E5,@@ - Chair 1 ~. @@ - Mower 1 1@@. @@ -- Mower ~ i 5. @@ - Cans i 5. @@ -- Oil 1 9.@@ - Auger 1 4. @@ -- B 1 owes 1 ~. @@ - Ramps 1 5. @@ items: 1.:~3 Amount: 55.5@ Commission at ~5. @~tbY. 1 ate- ~`~ Less ad.justments: -iH~.9~ IVet due to seller: X41.58 Thank you far your business Rowel Au~.ttion' ~. v ~` SCHEDtlLE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF ~ u ~~! ~>~//E N FILE NUMBER ~1 _ / D ~ 3 ~D Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: rr~ ¢ 1. 17LYG'~ ~t.v,~1era.1 ~-{oJme 'ter" ba~anc~ ~ u~c on Pre. pci, ~ o! ~.nd~ ; 5'07. DD ~. ~unerccl ~.u ncheoh a~ Holy dry .~,n Harr;s~Kr ~cst ~ !, X73_ ~3 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions ~S J~X~r ~ QS SkCCJ!SSor q~Ilp d, 5't}~ib,c~~n~~q Name of Personal Representative(s) ~V° JT zt~bQ, ~l 3, Jr80. D b Social Security Number(s)/EIN Number of Personal Representative(s) Street Address ~ ~- ~ H o ~ Ken btrrk ~r~ dc. City Cs~P.h Gardner State JN~ ;?ip a ~~ Year(s) Commission Paid: 2. Attorney Fees ~~ A.r~CS ~. o~~ GI C~ $ ~ (e ~~ ~ ~9, Z$'O.DD 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address C~tY State ;?ip Relationship of Claimant to Decedent 4. Probate Fees ~ 6rl ~n~ fsSkG of rSftOD'~ t~U'~i~)C'Q.fiCS ~ 9,3, ,$~D 5. Accountant's Fees ~ H ~ 17 ''lock, !1'le~ha~'t,~s~k , p~ 11~S~--ee ~ ~ 6. ~. ,~ Z SAS ~f' P~ ~ C~nS~-Dwf' 10~0~ P/~ ~}Q Tax Return Pre arer's Fees P T ~F- ~/ d p e lo s a.a~ , ~ s ~es~in~,). 1, ~~ 3,oD ~. ~d>r~-~-; sr nq t~i~t C t~.~,n~c,r<- ~ anal ~ 1'o u.r n~.1 ~7s; ot~ S> ~d/~r}~~ sin ~ h C'e~u-l; slc den t;n~~ /V~s /~'~`~ '~ ~ 3 ~. A-dd. ~ oars/ S~~t serf, ~ tatds . ~ y y ~ ©o ~ Z ~~' ne~~lt~il~br~erlltrYt 1i Cis ~. ~~.el~s_~' ~r vc~IuarSo~ ~-e O. , Gou~/ ~ ~ re~~; ,, ~3~nk Cite G'onli~tl~a~in sh« f ~o~ o, ov TOTAL (Also enter on Nine 9, Recapitulation) $ ~~~ ~ 2 9 3~ (If more space is needed, insert additional sheets of the same size) ~.z SCM~. ~f- t ~ ~. o~ Zcldl~ .L -------- ----------...~- ---------- ---_-- ~---------------- __ No . ------._ ~_____.---------- ------------ ----- -~~~e~~~wrserncnts_~'o-- ~hax-les E ___~h-~~dS ~ --_~~"r__.~?~~-~ ce.,r~~ca~------- ----__-_--- _ ~Liy _ _~a ~co -yes ~ I __ d; sf w~cc _ ~hs~- ~-#'~ =-------~~s~i--~~~----- _---- ~a?~•~a Cast des Qnc1 -DD~~-, --- Ses __a ssoCi ate. (,u~ '~ Saar _ a~_rca~ --est-c~#e ._-. __.._____ -------- - ~~_ crt -___~See sc h cd G. No. 2 stir ~q s9 y. °o --------- __--------~!~ ~ ---~;.~.~-1_D_~.____-~r,~rtSa ~r~on Fu ~=--m• P. _wa ~~r~.-_-~1~-------______----- --_______'~igs.~ ~Q~ DL -- -- ~ ~~---f~---------- - -: f ~.~s'~hrs~~~n ~~ -- ---- --- _-_ _-.... _.-- --_ --------------------------- ---- -_ - --------------- - ---- - - --- - - -- s, Gi ix _ -.~_ ~ ~/~!~~ ~ _ ~~i~~~,[_~G_~2EL/ • O/!Q1 _~/'f _.~~~ 5 ~-------------- ~_l~_,_Od -. _.__ __---- _ _-----1~ __~'o~~,iss!a~s--~!'c~ ~ ----'~f-°L~ .~uc/So.! o~ervc~ ~ (c `f7./~ -- - - - _ _ _.._ ___ l7, v l~~~ifj011A'~~~~1'SPS__ _~/q~---~D _ ~Dk~~S /~Z~ Dom! .__ ~iY/iCG -------- -- -- -------------._-______-_~r_~_, DD ~ 1~ ~ D./3 <3 S•o _ .1- _ 2~s- --cT . ~~~,-- .rr.~--~~ - _l4__° ~ n _-~or~ _Q~ ~`,~.~r f_ ,~_//~ _c~u!Y1_-~aS t~rJ_ _ '7S.a ~ --------- _~~-___L_lnl~e~ -~Ja1~~-"______-_____----_-----------------_.----------._-----------------_-_- _.----__-___--------_--------~~_zS" . ~ z~ , _/ - ~~ 3Y. ' ~ i ~'~ ~tIGI,~GY doo•3~ ~/~S. b~ '`~s.zY ------ - yc/O.Oo ~/o•z.~ --------------------~ ---------_----------------__---- _ oZl~~o--3~t --- ---3S---j--.Ticn2 _ %/vr~---awn _!y_I°u':~ -----_- -------------- ----------------------- - ~~o, oo _ ~6_ o~wer anal Reuse 3 3 7.9 7 E , ~~ ~ ----------- .~~_ PAC ~ ~~°-D° , _~ , _------- - ~ nn - -- ' ----------`_~/- . ZiirJ/I?G/'/I~!~IL _ /"~~l/JL~~n __~%x.~_%~L' ----------------------------___ .-__._ __- - _ ~~•~ OD----- - y3-~--- PPS---~1~;~ ~. ~i ~~ -------- ---- ---ys~ ---- ~i¢1~-- Ti~ns,~r~a,~a~ ___ ses /~ac~/as--- --- --- !-,~~~!~ _ ~ ~Sa~ erg' e~ -- --------- -----~3~ oa---- /hour !/~!~(le -- ---------- u~;/~ I ~r0® ~r ~Sz/ .~ ~U /~~~1~ 13S•oo Gi/hO~l /'~+E'/~/Ll- __ ~-__ `JCa'~~lL-_ ~G.dQ //ylsfGe--- ~r o _ e ._ C'u-J~ n~---___------- ----- f ~ ~Y { /~Gi!~~J~~~'!~'~ ~ ,T~t,~i Zk~ 7~~~ r' .fir Zi~i --_---- --- ~y. ~Z~_I[~~ (, S'/~/~f~ !O ~4I _ ~S LC d(~/,~`/'r/~~;/Gi.~- GIG .--~'~---~/j/I~ ~~/ _ Gl/i T __-~ ~ _..------ ------ I t f RECEIPT FOR PAYMENT GLENDA FAR.NER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 ZUBA IRENE H Estate File No.: 2010-00340 Paid By Remarks: CHARLES E SHIELDS III CJ Receipt Distribution Receipt Date: 7/09/2010 Re~~eipt Time: 12:30:53 Receipt No.: 1061802 Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE 24.00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 1713 $24.00 Total Received......... $24.00 Glenda Famer Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Soliator Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: CHARLES E SHIELDS III Estate n£ 6 CLOUSER RD Estate No: MECHANICSBURG, PA 17055 .Qty Fee Description Fee Total Short Certificates 4.00 $24.00 Total: $24.00 Checks should be made payable to the Register of Wills. Terrris: Net 30. 3041 7/6/2010 IRENE ZUBA 21-10-340 ~W Please return one copy of this invoice with your payment. Thank you. Glenda Famer Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the- Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: 3080 Invoice Date: 8/12/2010 CHARLES E SHIELDS III Estate of: Irene H Zuba 6 CLOUSER RD Estate No: dm MECHANICSBURG, PA 17055 Qty Fee Description Fee 'T'otal 5 Short Certificates 4.00 $20.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. 7.,hank you. Total: $20.00 CHARLES E. SHIELDS, III ATTORNEY-AT-LAW . 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK (1912-1991) June 21, 2010 Donna Penta Sovereign Bank Attn: Decedent Department PO Box 841005 Boston, MA 02284 Re: Estate of Irene H. Zuba SSN: 158-16-5794 DOD: 3/ 17/2010 Dear Ms. Penta: TELEPHONE (717) 766-0209 FAX (717) 795-7473 As per your correspondence dated June 16, 2010, please find attached Check No. 1690 in the amount of $20.00 for the Date of Death Fee. I have attached a copy of your letter for your ready reference and convenience. It would be sincerely appreciated if you would send me a letter indicating the amount of principal and accrued interest as of the date of Irene H. Zuba's death in the account or accounts which Irene H. Zuba held with your bank. Also, please inform me whether Irene H. Zuba maintained a safe deposit box with you. Thank you for your kind attention to this matter. Sovereign Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Boy: 841005 -Boston, MA 02284 June 16, 2010 Charles E. Shields, III Attorney at Law 6 Clouser Rd Mechanicxburg, PA 17055 Re: Estate of Irene H. Zuba Date of Death: 03/17/2010 Dear Charles E. Shields, III: We have received your request for date of death balances on the accounts of the above-named decedent. Please refer to the additional item(s) indicated below that are required to complete your request; some of which are required in order to comply with privacy laws affecting bank accounts. We need to ensure that we provide account information only to those individuals authorized to receive it. Please send the documentation checked off below to my attention at the address listed above. X $20.00 Date of Death Balance Fee payable to: Sovereign Bank (effective 6/1 /09) Death Certificate Court Appointment of Executor(trix) or Administrator(trix) ("Certificate of Appointment") Authorization from Executor/Administrator/Joint Owner/Beneficiary to release information Other: If you would like to liquidate the accounts, please return certified copies of the Death Certificate, Certificate of Appointment, if applicable, and a notarized letter of instruction from the executor, co-holder, or beneficiary, as appropriate. Very truly yours, ~- Donna Penta Lead Specialist 617-533-1789 phone 617-533-1931 fax RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 ZUBA IRENE H Estate File No.: 2010-00340 Paid By Remarks: CHARLES E SHIELDS CJ ________________________ Receipt Distribution Receipt Date: 3/11/2011 Receipt Time: 13:16:04 Receipt No.: 1064753 Fee/Tax Description Payment Amount Payee .Name SHORT CERTIFICATE 4.00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 2095 $4.00 Total Received......... $4.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS AN D CLERK OF ORPHANS' COURT MARJORIE A. WEVODAU FIRST DEPUTY KIRK S. SOHONAGE, ESQ SOLICITOR REC IS'TER OF WILLS AND CLERK OF THE ORPHANS' COURT COUI~I'TY OF CUMBERLAND ONE COURTHOUSE SQUARE CARLISLE, PA 170 i 3 C7 i 7) 240-6345 FAX (717)240.7797 I I~I~lO I C E Bill To: InvoiceNo: 3361 CHARLES E SHIELDS III Invoice Date: 3 / 8 /2011. Estate of 21-10-0340 6 CLOUSER RD Estate No: ZUBA, IRENE o~oai~ ~ MECHANICSBURG, PA 17055 . _ Qty Fee Description ~ Fee Total 1 Short Certificates 4.00 $4.00 Total: $4.00 Checks should be made payable to the Register of Wills. Terms: Net 30. -,~5~~ iret one -copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 December 7, 2010 CHARLES E. SHIELDS, III, ESQ. 6 CLOUSER ROAD MECHANICSBURG, PA 17055-9735 Dear Sir or Madam: Telephone (717) 787-3930 FAX (717) 772-0412 Re: Estate of IRENE H. ZUBA Fite Number 2110-0340 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 06/17!2011. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no a ditional extension(s) will be granted that would exceed the maximum time permitted. We now offer you the option to request your extension request via a-mail. Please use the following a-mail address: RA-InheritanceTaxExtCc~state.pa.us. We are also able to respond to your extension request via- a-mail. Please refer any questions to me concerning your extension. No questions will be answered from this e-mail address. Sincerely, -~'"~~ ~____-- -.- Claudia Maffei, Supervisor fl , Document Processing Unit - Inheritance Tax Division CC: Register of Wills- REV 1512 EX+ (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT INHERITANCE TAX RETURN MORTGAGE LiABIUTIES, & DENS RESIDENT DECEDENT ESTATE OF Z ~~ ~ , ~ 2E/Il~ H. FILE NUMBER ~,,/-/D -- ~ f I~ Rep ort debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ,. 1'rcr~e 7~.ylo ; /a~vn gnaw; n ~`/ oo, 00 ~. s ~,~ ~~/e ~'e~Ca f ~9~• 6y~ ~~ ~ ~ ~', l F P ~ ~. C~^ ~ orr /i,,ov~e ~ iZ ~.3, 7 P ~ Co~i~aaf T~/ ~/e ~ (o s. 97 ,~stry L . /fi~Gr.I~~t r,rli T.y~ ~ I~e~/" ~~/8. 7~ ~~ //, ~ T ~ ! /ion e ~ ~fz.zs- /.?_ .2/~' C~'->~Kr ..L»Sut"6cn~G~ Ca,r ~SUr y ~/7. /Z t 3. ~eri z v n ~ /iorie ~v~3, fo$ /~ ~ 7-- ~ j ~~n~ ry2. Z~' 7 /~il/C /~Q.x~' $:/~ ~vr c.~ ®~qpS. J~ !,~ ~5~0. oa TOTAL (Also enter on line 10, Recapitulation) ~ ` a ~ .3 0 ~• ~~ (If more space is needed, insert additional sheets of the same size) ntv-Fat3 c.~+ ly-wa COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Z GJ ~~, ~ ~~~~. y FILE NUMBER 02/- /o-.~~D NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1 ' //V~D No7~ : DF~E~EavTs Po~~2 Ot/E;p to /CL i s .47'?34~lE7~ f,/E7P~To. A1~~4~5~' FaR7~r~e ~aT~ l~~ l"7~C~D~ivT u1rt5 P~~Fe~s~ ray ~~ r~r~Cs~~ ~.SE~iy ,~ zrlL3A-. f~is ~'s?_' FitE ~s ~~/ TIE C~lA1,BE~2[~¢iV.O Cf~~~'ry ~Gis~e of ~vicc s oF~3 ~ ~ T~~ ~~-s ~o~vrE~v~E.~rc~ ~vF- ~ ~~c~~ ~ Tr,~r~.~~ ~F ~~~,«y sE ~z~~,ovr ~~~/yIENT ~i1 e'er Lv~Tiy Rod 6C~ms eR~r~ ~3y ~~- ~ TT w~~./sT~~rY 7~isT .s~iYD L'oPi~s D~" ?~~ P,~R/NE~YT Ti2~1_ST ~ eu~y~ Ts. T~~' ~~s~~,©kr~o~rls 7O ,BE ~1.9~F P~ r~Y~ ;r~~- /iJ'STrluC T!o/%C~ ,tfs SST fv,~?T~ ~FCria./ h~o~ 1 ~~s l~ •1~1TCtE ~u~t , ~s~e ~o~~ita~.fi~n ~Sfi~~~J ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET ll NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (It more space is needed, insert additional sheets of the same size) ~ _ -. _------------~-- ~e~r~~_~_Zu bg----------------- ____----,---------__ ~~ _ __-____.-_-_ ---------_._._~_y~------ -------- b X0'1 _-D%asrt~~' O~K_ P~ ~~~_~K,~P~aGe------.------- ----- -- --- .____ -_____-____ -- - - ~i /er/iGcrJ F L 3 3 Sb ____--------- __~_~ _ ____~__~~ ~~~/l~~-~__~ ~ _~~ _._------------------------------ ~~ ~~er _~_._ --------------------- ~3 ----------- //a b L'a~K/:~ Sf. ______ LAST WILL AND TESTAMENT (Pour-Over Will) OF IRENE H. ZUBA IDENTITY I, IRENE H. ZUBA, residing in the County of Cumberland, Commonwealth of Pennsylvania, being of sound mind and memory, and not acting under duress or undue influence of any person whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all other former Wills .and Codicils to Wills heretofore made by me. My Social Security Number is 158-16-5794. All reference made herein to "spouse or my spouse" refers to the person to whom I am currently married, namely, JOSEPH S. ZUBA By the ensuing provisions of this Will, it is my intention to dispose of my interest in our property; ~I do not intend to dispose of anything belonging to my husband or to put him to any election.... I have the following children: Jeffrey F. Zuba, born October 9, 1957, and Joseph S. Zuba, II, bom January 28, 1955, and Arlene A. A. Bohenick, born August 1, 1950. DEBTS, TAXES AND ADNIINISTRATION EXPENSES I have provided for the payment of all my debts, expenses of administration of property wherever situated passing under this Will or otherwise, and estate, inheritance, transfer, and succession taxes, other ~ ~ than any tax on ageneration-skipping transfer that is not a liability of my Estate (including interest and penalties, if any) that become due by reason of my death, under THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LNING TRUST executed on even date herewith (the "Revocable Trust"), or if my spouse predeceases me, under the Survivor's Trust created by the said Revocable Trust. If the Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from the residue of my Estate passing under this Will, without any apportionment or reimbursement. In the alternative, my Executor may demand in a writing addressed to the 'Trustee of the Trust an amount necessary to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court order. PERSONAL AND HOUSEHOLD EFFECTS It is my intent that all my personal and household effects were transferred to the Revocable Trust as a result of the Declaration of Intent signed this date. If there are any questions regarding the ownership or disposition of these. assets, it is my desire that such assets pour into the Revocable Trust, signed by me this date in accordance with the provisions of the section titled "Residue of Estate." RESIDUE OF ESTATE I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devices), wherever situated and whether acquired before or after the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of the execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the corpus of the above described Trust and shall hold, administer and distribute said property in accordance with the provisions of the said Trust, including any amendments thereto made before my death. POUR-OVER WILLS Page 1 ~_~Z^ Testatrix If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a ~~ court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under said Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the residue and remainder thereof to that person who would have been the Trustee under the Trust, as Trustee, and to their substitutes and successors under the Trust, described herein above, to be held, managed, invested, reinvested and distributed by the Trustee upon the terms and conditions pertaining to the period beginning with the date of my death as are constituted in the Trust as at present constituted giving effect to amendments, if any, hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will. EXECUTOR I hereby nominate and appoint Joseph S. Zuba as my Independent Executor of this, my Last Will and Testament, to serve without bond. . . In the event the first named Executor shall predecease me or is unable or unwilling to act as my Executor for any reasons whatsoever, then and in that event, I hereby nominate and appoint Jeffrey F. Zuba to serve without bond as my Independent Executor. In the event the second named Executor shall predecease me or is unable or unwilling to act as my Executor for any reasons whatsoever, then and in that event, I hereby nominate and.appoint Joseph S. Zuba, II to serve without bond as my Independent Executor. In the event the third named Executor shall predecease me or is unable or unwilling to act as my Executor for any reasons whatsoever, then and in that event, I hereby nominate and appoint Arlene A. A. ~ } Bohenick to serve without bond as my Independent Executor. i 1 Whenever the word "Executor" or any modifying or substituted pronoun therefore is used in this my Will, such words and respective pronouns shall be held and taken to include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named herein and to any successor to substitute Executor acting hereunder, and such successor or substitute Executor shall possess all the rights, powers, duties, authority, and responsibility conferred upon the Executor originally named herein. EXECUTOR POWERS By way of Illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to executors generally, my Executor is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions in cash or in kind of partly in each without regard to the income tax basis of such asset and in general, exercise all of the powers in the management of my Estate which any individual could exercise in the management of similar property owned in its own right upon such terms and conditions as to my Executor may seem best, and execute and deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry out the purpose of this my Will, without being limited in any way by the specific grants or power made, and without the necessity of a court order. POUR-OVER WILLS Page 2 estatrix My Executor shall have absolute discretion, but shall not be required, to make adjustments in the rights of any Beneficiaries, or among the principal and income accounts to compensate for the ~~~ consequences of any tax decision or election, or of any investment or administrative decision, that my executor believes has had the effect, directly or indirectly, of preferring one Beneficiary or group of Beneficiaries over others. In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have discretion to select the valuation date and to determine whether any or ali of the allowable administration expenses in my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions and shall have the discretion to file a joint income tax return with my spouse. CONTESTS AND SPECIFIC OMISSIONS If any beneficiary under this will, singly or in conjunction with any other person or persons, directly or indirectly: 1. contests in any court the validity of this will or, in any manner, attacks or seeks to impair or invalidate any of its provisions; . 2. contests in any court the validity of the Testator's/Testatrix's Will or, in any manner, attacks or seeks to impair or invalidate any of its provisions; 3. seeks to obtain an adjudication in any proceeding in any court that this trust or any of its provisions or that Testator's/Testatrix's Will or any of its provisions is void; 4. claims entitlement by way of any written or oral contract to any portion of the Testator's/Testatrix's estate, whether in probate or under this instrument; 5. unsuccessfully challenges the appointment of any person named as Executor or successor Executor of the Testator'slTestatrix's Will; ~' ~ 6. objects in any manner to any action taken or proposed to be taken in good faith by the Executor -~ of the Testator's/Testatrix's Will; 7. objects to any construction or interpretation of this Will, or any provision of it, that is adopted or is proposed in good faith by the Executor; 8. unsuccessfully seeks the removal of any person acting as the Executor of the Testator's/Testatrix's Will; 9. files any creditor's claim in Testator's/Testatrix's estate (without regard to its validity), whether the claim arose before or after the date of this instrument, but excepting claims for cash advanced or paid for expenses of the Testator's/Testatrix's last illness or funeral paid by said claimant; 10. attacks or seeks to invalidate any designation of beneficiaries for any life insurance policy on Testator'slTestatrix's life; 11. attacks or seeks to invalidate any designation of beneficiaries for any pension or IIZA or other form of qualified or non-qualified asset or deferred compensation account, agreement or arrangement; 12. attacks or -seeks to invalidate any will which TestatorfTestatrix has created or may create during Testator's/Testatrix's lifetime, or any provision thereof, as well as any gift which Testator/Testatrix has made or will made during Testator's/Testatrix's lifetime, whether before or after the date of this instrument; 13. attacks or seeks to invalidate any transaction by which Testator/7'estatrix sold any assets (whether to a relative of Testator's/Testatrix's or otherwise); or 14. refuses a request of Testator's/Testatrix's, Executor or other fiduciary to assist in the defense against any of the foregoing acts or proceedings, POUR-OVER WILLS Page 3 ' estatrix then that person's right to take any interest given to him or her by this trust shall be determined as it would have been determined if the person had predeceased the execution of this will instrument without issue j surviving... ~ --~ The provisions of the foregoing paragraph shall not apply to any disclaimer by any person of any benefit under this will. In the event that any of this provision is held to be invalid, void or illegal, the same shall be deemed severable from the remainder of this provision and shall in no way affect, impair or invalidate any other provision in this will; and if such provision shall be deemed invalid due to its scope or breadth, such provision shall be deemed to exist to the extent of the scope or breadth permitted by law. SIMULTANEOUS DEATH If my spouse and I should die under circumstances such. that the order of our deaths cannot be determined, then it shall be conclusively presumed for the purpose of this Will that my spouse survived me. If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively presumed for the purpose of this my Will that said Beneficiary predeceased me. NE H. ZUBA Testatrix !. ) POUR-OVER WILLS Page 4 This instrument consists of 6 typewritten pages, including the Attestation Clause, Self-Proving Clause, signature of Witnesses, and aclrnowledgment of officer. I have signed my name at the bottom of ,~ each o the receding pages. This instrument is being signed by me on this ~= day of ATTESTATION CLAUSE r 1 ~ J The Testatrix whose name appears above declared to us, the undersigned, that the foregoing instrument was his Last Will and Testament, and she requested us to act as witnesses to such instrument and to her signature thereon. The Testatrix thereupon signed such instrument in our presence. At the Testatrixr's request, the undersigned then subscribed our names to the instrument in our own handwriting in the presence of the Testatrix. The undersigned hereby declare, in the presence of each of us, that we believe the Testatrix to be of sound and disposing mind and memory. Signed by us on the same day and year as this Last Will and Testament was signed by the Testatrix. WITNESSES: (Printed Name of Witness) /T/D~ /~4/7 9 STan (Printed Name of Witness) ADDRESSES: ~_d_ (a ~S • Gtl •5' ~vjc~bt~_ , City, State, Zip ~ 7 D~ . d ~3~~0? City, State, Zip ' POUR-OVER WILLS Page 5 ~. Testatrix COMMONWEALTH OF PENNSYLVANIA '1 COUNTY OF CUMBERLAND SELF-PROVING CLAUSE ,BEFORE e dersigned autho ' n t "s y verso lly appeared IRENE H. ZUBA, '~/"tGKl and ,known to me to be the Testatrix and the witnesses, respectively, whose names are subsc ' d to the foregoing instrument in their respective capacities, and all of them being by me duly sworn, IRENE H. ZUBA, Testatrix, declared to me and to the witnesses, in my presence, that the instrument is her Will and that she had willingly made and executed it as her free act and deed for the purposes therein expressed; and the Witnesses, each on his or her oath, stated to me in the presence and hearing of the Testator, that the Testator had declared to them that the instrument is her Will and that she executed the same as such and wanted each of them to sign it as a witness; and upon their oaths, each witness stated further that she did the same as a witness in the presence of the Testatrix, and. at -her request and that she was at that time eighteen (18) years of age or over and. was of sound mind, and that each of the witnesses was then at least fourteen (14) years of age. NE H. ZLTBA Testatrix ~~ l Witness _- l ~~ ~ [_ s ~ IAA 7 ~ a I~~. (Printed Name of Witness) W1 (Printed Name of Witness) SUBSCRIBED AND ACKNOWLEDGED ,efore ~.,by H. ZUBA, Testatrix, and sub rib an orn to efore me by ~ = and witnesses, this the ~ day of ~~ . /~ ./' Public, Commonwealth of Pennsylvania p47ARtAl SEAL l~p ~fFRiN S1NP.,~CHESTER COUNT 1R _-..... T,rntocS c~P'T. 25.2 f POUR-OVER WILLS Page 6 k b Mr. & Mrs. Joseph S. Zuba `; 208 South Norway Street Mechanicsburg, Pennsylvania 17055 Jeffrey F. Zuba Dear Jeffrey F. Zuba: We have executed a Revocable Living Trust Agreement and have named you to succeed us in the capacity of Successor Trustee. Your duties as such will be to distribute the Trust property to my Beneficiaries as designated in the Trust Agreement. Please indicate your acceptance of this appointment by signing where indicated at the bottom of this letter and returning the letter to me. Sincerely, ~i y J PH S. A Trustor/Trustee NE H. ~A Trustor/Trustee I accept appointment as Successor Trustee of THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST. <. JEFF F. A ~' ~ 0,3 Date Trustee, please return this acceptance letter to the Trustor at the letterhead address. This signed letter will be kept by Mr. and Mrs. Zuba with their trust docacments. Mr. & Mrs. Joseph S. Zuba 208 South Norway Street Mechanicsburg, Pennsylvania 17055 Joseph S. Zuba, II Dear Joseph S. Zuba, II: We have executed a Revocable Living Trust Agreement and have reamed you to succeed us in the capacity of Successor Trustee. Your duties as such will be to distribute the Trust property to my Beneficiaries as designated in the Trust Agreement. Please indicate your acceptance of this appointment by signing where indicated at the bottom of this letter and returning the letter to me. Siscercly, JO H S. A T storiTrustee ~, NE H. A Trustor/Trustee I accept appointment as Successor Trustee of THE JOSEPH S. ZUBA AND TRENE H. ZUBA REVOCABLE LIVING TRUST. ~--- OSE S. ZUB , 5r 3 6 3 Date Trustee, please return this acceptance letter to the Trustor at the letterhead address. This signed letter will be kept by Mr. and Mrs. Zuba with their trust documents. Mr. & Mrs. Joseph S . Zuba 208 South Norway Street '; Mechanicsburg, Pennsylvania 17055 Arlene A. A. Bohenick Dear Arlene A. A. Bohenick: We have executed a Revocable Living Trust Agreement and have named you to succeed us in the capacity of Successor Trustee. Your duties as such will be to distribute the Trust property to my Beneficiaries as designated in the Trust Agreement. Please indicate your acceptance of this appointment by signing where indicated at the bottom of this letter and returning the letter to me. Sincerely, JO PH S. A T stor/Trustee IRENE H. A Trustor/Trustee I accept appointment as Successor Trustee of THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST. ~~ ARLENE A. A. BOHENICK 5~- ~- ~3 Date Trustee, please return this acceptance letter to the Trustor at the letterhead address. This signed letter will be kept by Mr. and Mrs. Zuba with their trust documents. REVOCABLE LIVING TRUST AGREEMENT T S AG ~ MENT AND DECLARATION OF TRUST, made effective the day of 20 bj~ ,between JOSEPH S. ZUBA AND IRENE H. ZUBA, husband and wife, residents o the County of Cumberland, Commonwealth of Pennsylvania, as Grantors, JOSEPH S. ZUBA AND IRENE H. ZUBA, as Settlors, and JOSEPH S. ZUBA AND Il!ZENE H. ZUBA, as Co-Trustees; WITNESSETH; WHEREAS, in order to provide the future comfort and security of themselves and the other beneficiaries hereafter mentioned, Grantors desire to create a revocable tnist for the purposes hereinafter set forth; ARTICLE ONE Terms of the Trust Section 1.01 -Trust Estate Defined NOW, THEREFORE, in consideration of the premises and of the mutual covenants herein contained, this Revocable Trust is formed to hold title to real and personal property for the benefit of the Settlors of this Trust and to provide for the orderly use and transfer of these assets upon the death of the Settlors. The "Trust Estate" is defined as all property transferred or conveyed to and received by the Trustee held pursuant to the terms of this instrument. The Trustee is required to hold, administer, and distribute this ~ property as provided in this Trust Agreement. The name of this Trust Agreement shall be: THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST AGREEMENT DATED , 20 ~.~ Section 1.02 -Definitions of Terms In the interpretation or construction of the provisions of this Trust Agreement, the following words and phrases shall have the meanings set forth below: 1. The term "Husband" shall mean JOSEPH S. ZUBA 2. The term "Wife" shall mean IRENE H. ZUBA. 3. The term "Settlor" shall refer individually and collectively to Husband and Wife. 4. The term "Descendant" shall mean the lawful issue of a deceased parent in the Line of descent, but does not include the issue of any parent who is a descendant of the deceased person in question and who is living at the time in question. REVOCABLE LIVING TRUST AGREEMENT Page I 5. The terms "Child" and "Descendant" include any issue born to decedent, a child legally adopted by the decedent, and a posthumous child of a decedent. A posthumous child is to ~ be considered as living at the time of his or her parent's death. 6. The term "Survives" or "Surviving", unless otherwise indicated herein, shall be construed to mean surviving the decedent for at least sixty (60) days. If the person referred to dies within sixty (60) days of the death of the decedent, the reference to him or her will be construed as if he or she had failed to survived the decedent; provided, however, that any such person will have, during such period, the right to the use and enjoyment as a life tenant of all property in which his or her interest will fail by reason of death during such period. 7. The term "Issue" will include all natural and adopted children, if applicable, and descendants and those legally adopted into the line of descent. 8. The term "Per Stirpes" means strict per stirpes and does not mean per capita with representation. Beneficiaries entitled to take under a "per stirpes" clause will include both natural and adopted children and their descendants. 9. The terms "Trust Assets" and "Trust Estate" include all assets of any trust created hereunder and income derived from such assets and all proceeds of any description derived from the sale, exchange, or other disposition of suc:h assets. 10. When required to give reasonable effect to the context iri which used, pronouns in the masculine, feminine, or neuter gender include each other, and nouns and pronouns in the plural or singular number include each other. ~ Section 1.03 -Trustee Designation Husband and wife are hereby designated as Co-Trustees. The Co-Trustees shall serve jointly and severally and either shall have full authority to act for the Trust independently. Should either husband or wife become unable because of death, incapacity, or other cause to serve as a Co-Trustee, or should either resign as Co-Trustee before the natural termination of this Trust, the remaining Co-Trustee, husband or wife, shall thereafter serve as sole Trustee. The term "Trustee" as used in this Trust Agreement shall refer collectively to husband and wife so long as they serve as Co-Trustees, to the spouse who serves as the sole Trustee, and/or to any Successor Trustee who assumes the role of Trustee. These Trustees shall serve in the order as provided in Section 9.01 of this Trust Agreement. Section 1.04 -Additions to Trust Properties 1. The Trustee, at any time during the continuance of this Trust in his or her sole discretion after consideration of the possible tax consequences to all concerned, is authorized to receive into the Trust additions of cash and other properties from any source whatsoever, whether by gift, will, or otherwise. However, the Trustee shall accept all assets which any person or persons may give, devise, or bequeath by Last Will and Testament to this , Trust, and shall accept all assets transferred to this Trust pursuant to the provisions of any other Trust document or documents. 2. In addition, any person or persons may designate this Trust as the Beneficiary, Primary or Contingent, of any death benefits to include insurance benefits, pension benefits, or other benefits. Until such benefits mature, the Trustee shall have no responsibility with respect to those benefits. REVOCABLE LIVING TRUST AGREEMENT Page 2 Section 1.05 -Apportionment. '~ The Trustee of the Trust is directed to apportion receipts and expenditures of the types described below between principal and income as follows: Whenever the principal, or any part thereof, of the Trust property is invested in securities purchased at a premium or at a discount, any premium will be charged against principal and any discount will be credited to principal; 2. Any stock dividends and rights to purchase additional stock issued on securities held in trust will be treated as principal. All other dividends, except liquidating distributions, will be treated as income; and 3. The amount of any applicable depletion allowance for fecieral income tax purposes will be treated as income. Section I.06 -Administration of Trust During Our Lifetime During our lifetime, the trust shall be held and administered as follows: 1. All property and other assets transferred to this trust shall be allocated to and held in separate shares, the first such share being designated the "`Joseph S. Zuba Trust Share" and the second share being designated the "Irene H. Zuba Trust Share". 2. Each Grantor's separate Trust Share shall be composed of the assets as follows: i a. The Grantor's one-half interest in jointly held property transferred to the Trust; and b. The Grantor's individually owned property which is transferred to the Trust. While each share shall be held and administered separate from the other, for tax and accounting purposes, the Trustee is authorized to hold or invest the separate ;shares in common investments and co-ownership of assets. 3. The Trustee shall pay to or apply for the benefit of JOSEPH S. ZUBA all of the net income of the JOSEPH S. ZUBA Trust Share, in convenient installments, not less often than quarter-annually, and in addition thereto, shall pay so much of the income and principal of such Trust Share to or for the benefit of JOSEPH S. ZUBA as he may direct from time to time, or in the absence of a direction, as thf; Trustee may determine to be advisable for his medical care, support, maintenance, and general welfare. 4. The Trustee shall pay to or apply for the benefit of IIZENE H. ZUBA all of the net income of the IRENE H. ZUBA Trust Share in convenient installments, not less often than quarter-annually, and in addition thereto, shall pay so much of the income and principal of such Trust Share to or for the benefit of IRENE H. ZUBA as she may direct from time to time, or in the absence of a direction, as the Trustee may determine to be advisable for her medical care, support, maintenance, and general welfare. All property that a Settlor transfers to the Trustee pursuant to this instrument which was community property, quasi-community property, or separate property at the time of the REVOCABLE LIVING TRUST AGREEMENT Page 3 transfer shall remain respectively community property, quasi=community property, or the separate property of the Settlor transferring such property to the Trust. _} Community and quasi-community property transferred to the Trustee by the Settlors shall be their community property and treated as such. This property, as invested and reinvested, together with the rents, issues, and profits therefrom (hereinafter referred to as the "Community Estate" or the "Community Property";- shall retain its character as community property during the joint lifetimes of the Settlors in spite of any change in the situs of the Trust, subject, however, to the provisions of this Agreement. Section 1.07 -Discretionary Termination The Trustee may terminate any Trust when, in the opinion of the Trustee, the principal is reduced to such an extent that it is not in the best interest of the Beneficiary or Beneficiaries to continue the Trust. The judgment of the Trustee with respect to this decision to terminate will be final and not subject to judicial review. If the Trustee terminates a Trust according to this Section, the date the Trust terminates will be deemed the date fixed for termination of the Trust, and the Trustee will distribute the assets of the terminating Trust to the Beneficiary or Beneficiaries pursuant to this Agreement. Section 1.08 -Amendment and Revocation We hereby retain the following powers, exercisable at any time during our lifetimes: 1. To withdraw any of the property included in our separate share of the Trust Estate by giving the Trustee written notice specifying the property so withdrawn, in which event, the Trustee shall promptly transfer and deliver such property to us or our designee. i , '~ . ) 2. To amend the provisions of this Trust declaration in any respect without the necessity of securing the consent of the Trustee to such changes, in which event, a copy of the amendment shall be promptly furnished to the Trustee; provided, however, that following the death of one of us, the survivor shall have no power to amend the terms of the Trust declaration with respect to the Trust Share of the first of us to die. 3. To revoke this Trust by giving the Trustee written notice: of such revocation, in which event, the Trustee shall promptly transfer and deliver the ;property constituting the Trust Estate to us or our designee together with an accounting therefore; provided, however, that following the death of one of us, the survivor shall have no power to revoke the terms of the Trust declaration with respect to the Trust Share of the first of us to die. Section 1.09 -Revocation or Alteration by Settlor Alone The rights of revocation, withdrawal, alteration, and amendment reserved in this Article may only be exercised by the Settlor and may not be exercised by any other person, including an agent, a guardian, or a conservator. Section 1.10 -Irrevocability Except as otherwise provided, on the death of either Settlor, the designation of Beneficiaries of specific gifts in this Trust shall become irrevocable and not subject to amendment or modification. REVOCABLE LIVING TRUST AGREEMENT Page 4 Section l.ll -Settlor Powers ! ~~ The surviving Settlor shall be the Trustee unless and until he or she resigns in writing or is determined incompetent under the terms provided herein. The surviving Settlor shall retain all absolute rights to discharge or replace any Successor Trustee of any portion or share of the Trust which is revocable by the surviving Settlor so long as the Settlor is competent. ARTICLE TWO Trust Administration Section 2.01 -Trust Income During the joint lives of the Settlors, the Trustee shall at least annually, unless otherwise directed by both Settlors in writing, pay to or apply for the benefit of husband and wife, all of the net income from the Trust Estate in the same proportions as each of the spouse's respective interests in the Trust Estate. Section 2.02 -Protection of Settlor in Event of Incapacity During the joint lives of the Settlors, should either Settlor become incapacitated as defined in Section 2.03 below, the Trustee may, in the Trustee's absolute discretion, pay income and principal for the benefit of the incapacitated Settlor. In addition, the Trustee, in his or her absolute discretion, may pay to or apply, for the benefit of that Settlor, such sums from the net income and from the principal of the Settlor's separate Estate as the Trustee believes is necessary or advisable for the medical care, comfortable maintenance, and welfare of the Settlor. ~ Section 2.03 -Incapacity 1. A person is determined to be incapacitated if any Trustee or Beneficiary hereunder comes into possession of any of the following: a. A jurisdictionally applicable court order holding the party to be legally incapacitated to act on his or her behalf and appointing a guardian or conservator to act for him or her; or b. Written certificates which are duly executed, witnessed, and acknowledged of two licensed physicians, each certifying that the physician has examined the person and has concluded that, by reason of accident, mental deterioratic,n, or other cause, such person has become incapacitated and can no longer act rationally and prudently in his or her own financial best interest; or c. Evidence which such Trustee or Beneficiary deems to be credible and currently applicable that a person has disappeared, is unaccountably absent, or is being detained under duress, and that he or she is unable to effectively and prudently look after his or her own best interests, then in that event and under those circumstances: 1) Such person is deemed to have become incapacitated, as that term is used in this Trust agreement; and 2} Such incapacity is deemed to continue until such court order, certificates, and / or circumstances are inapplicable or have been revoked. REVOCABLE LIVING TRUST AGREEMENT Page 5 2. A physician's certificate to the effect that the person is no longer incapacitated shall revoke a certificate declaring the person incapacitated. The certificate which revokes the earlier certificate may be executed by either the original certifying physician or by two other licensed, board certified physicians. No Trustee shall be under any duty to institute any inquiry into a person's possible incapacity. The reasonable expense of any such inquiry shall be paid from the Trust Assets. Section 2.04 -Principal Invasion During the joint lives of the Settlors, should the net income of assets contained in this Trust be insufficient to provide for the care, maintenance, or support of the Settlors as herein defined, the Trustee may, in the Trustee's sole and absolute discretion, pay to or apply for the benefit of the Settlors or either of them, or any of their dependents, such amounts from the principal of the Trust Estate as the Trustee deems necessary or advisable for the care, maintenance, or support of the Settlors: Section 2.05 -Residence If the Settlor's residence property is a part of the Trust, the Settlors shall have possession of and full management of the residence and shall have the right to occupy it free of rent. Any expenses arising from the maintenance of the property and from all taxes, liens, assessments, and insurance premiums, are to be paid from the Trust to the extent that assets are available for payment. It is the intent of the Settlors to retain all homestead rights available to them under the applicable state law. ARTICLE THREE Administration upon Death of First Settlor Section 3.01 -Provisions After The First Death On the death of either Settlor leaving the other Settlor surviving him or her, the Trustee shall collect all insurance proceeds payable to the Trustee by reason of such death and all bequests and devises distributable to the Trust Estate. Section 3.02 -Control of Assets The surviving spouse may, at any time by written notice, require the Trustee either to make any nonproductive property of this Trust productive or to convert productive property to nonproductive. property, each within a reasonable time. The surviving spouse may further require the Trustee to invest part or all of this share of Trust Assets for the purpose of maximizing income rather than growth or growth rather than income. Section 3.03 -Division into Shares Upon the death of either Settlor, if the deceased Settlor is survived by the other Settlor, the deceased's individual Trust Share, including any additions made by reason of the deceased Settlor's death, shall be divided into two shares. 2. The Trustee, in his or her sole discretion, may defer the division or distribution of the deceased's individual Trust Share until six months after the deceased Trustoe's death. If the division or distribution of the deceased's individual Trust Share is so deferred, the deferred division or distribution shall be made as if it had taken place at the time prescribed above. In addition, all REVOCABLE LIVING TRUST AGREEMENT Page 6 rights given to the Beneficiaries under the provisions of this Trust Agreement which follow shall be considered to have accrued and vested as of that prescribed time. 3. Upon the death of the first Settlor to die ("Predeceased. Spouse"), the Trustee shall divide the deceased's .individual Trust Share (which shall include any property which may be .added .from the Predeceased Spouse's general estate) as follows: a. The Trustee shall divide the balance of the deceased Trustor's individual Trust Share into two (2) separate shares (hereinafter designated as "Share A" and "Share B"). Share B shall be composed of cash, securities, and/or other property of the deceased's individual Trust Share (undiminished by any estate, inheritance, succession, death, or similar taxes) . having a value equal to the maximum marital deduction as finally determined in the Predeceased Spouse's federal estate tax proceedings, less the aggregate amount of marital deductions, if any, allowed for such estate tax purposes by reason of property or interest in property passing or which have passed to the Surviving Spouse otherwise than pursuant to the provisions of this paragraph; provided, however, that the amount of Share B hereunder shall be reduced by the amount, if any, needed to increase the Predeceased Spouse's taxable estate (for federal estate tax purposes) to the largest amount that, after allowing for the unified credit against federal estate tax and the state death tax credit against such tax (but only to the extent that the use of such state death tax credit does not increase the death tax payable to any state), will result in the smallest (if any) federal estate tax being imposed on the Predeceased Spouse's estate. The term "Maximum Marital Deduction" shall not be construed as a direction by the Predeceased Spouse to exercise any election respecting the deduction of estate: administration expenses, the determination of the estate tax 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 allowable ;." `, estate tax marital deduction than if the contrary election had been made. The Trustee shall have the sole discretion to select the assets which shall constitute Share B. In no event, however, shall there be included in Share B any assets or the proceeds of any asset which will not qualify for the federal estate tax marital deduction. Share B shall be reduced to the extent that it cannot be created with such qualifying assets. The Trustee shall value any asset selected by the Trustee for distribution in kind as a part of Share B at the value of such asset at the date of distribution of such asset. The balance of the deceased's individual Trust Share, after the assets have bf:en selected for Share B, shall be allocated to Share A. Share A and Share B shall be administered and distributed as hereinafter set forth. Section 3.04 -Credit Shelter Trust If either of the Settlors survives the other, the Trustee shall set apart and hold as a separate trust (the "Credit Shelter Trust") the assets referred to as Share A in Section 3.03 above. The Trustee shall hold, manage, invest, and reinvest the assets of this Credit Shelter Trust, shall collect the income therefrom, and shall pay the net income to or for the benefit of the surviving Settlor in convenient installments at least quarter-annually; provided, however, that the surviving Grantor may elect to pass any portion of said income to the remainder Beneficiaries of the Trust. In addition, the Trustee may pay to or for the benefit of the surviving Settlor for the health, education, maintenance, or support of the surviving Settlor, any part or all of the principal of this Trust, as the Trustee may determine in its sole discretion, without considering other resources available to the surviving Settlor. The surviving Settlor shall have the right to demand and receive, from the principal of - this Trust in each of its fiscal years, the greater of five thousand dollars ($5,000.00) or five percent (5%) REVOCABLE LIVING TRUST AGREEMENT Page 7 of the fair market value of such principal determined as of the last day of such fiscal year. Such right shall lapse to the extent it is not exercised in any year. Any commission payable with respect to principal so withdrawn shall be charged against such principal. No person, who at any time is acting as Trustee hereunder, shall .have any power or obligation to participate in any discretionary authority which the Settlor has given to the Trustee to pay principal or income to such person, or for his or her benefit or in relief of his or her legal obligations; provided, however, that if an individual Trustee has discretion to invade principal for himself or herself and such discretionary authority is limited by an ascertainable standard, then such Trustee may invade principal (if limited by such standard) for himself or herself, but not in relief of his or her legal obligations. The plan of distribution and all terms of this Credit Shelter Trust shall be irrevocable and unamenable at any time after said Credit Shelter Trust comes into being. The Credit Shelter Trustee(s) shall invest the assets of the Credit Shelter Trust to produce a reasonable income for the benefit of the surviving Grantor without subjecting the principal to unreasonable risk of loss. The Credit Shelter Trustee(s) shall be authorized and empowered to invest, reinvest, manage, transfer, and convey any and all property held in this Credit Shelter Trust, including all powers now or hereafter conferred upon Trustees by applicable state law, and also those power appropriate to the orderly and effective administration of the Trust. The Credit Shelter Trustee(s) shall make a written accounting to all income and remainder Beneficiaries or to their guardians at least annually and at the time that all assets of this Credit Shelter Trust are distributed. Said accounting shall consist of a record showing assets on hand at the time of the last accounting, plus additions, minus expenses and distributions, which shall equal current assets on hand. The Credit Shelter Trustee(s) shall not be required to obtain authority o:r approval of any court in the ;' ~, exercise of any power conferred upon the Trustee(s), nor shall said Trustee(s) be required to make -- ' accountings or reports to any court. Upon the death of the surviving Settlor, any accrued income shall be paid to the estate of the surviving Settlor and the remaining principal of this Credit Shelter Trust shall be held, administered, and disposed of in accordance with the dispositive provisions of this agreement. Section 3.05 -Qualified Terminable Interest Trust If either of the Grantors survives the other and there are assets allocated to Share B described in Section 3.03 above, then the .Trustee shall set apart said assets and hold them as a separate trust (the "Qualified Terminable Interest Trust"). The Trustee shall hold, manage, invest, and reinvest the assets of this Qualified Terminable Interest Trust, shall collect the income therefrom, and shall pay the set income to or for the benefit of the surviving Grantor in convenient installments at least quarter-annually. Upon the surviving Grantor's death, any accrued, undistributed income shall be distributed to said surviving Grantor's estate. The remaining principal shall be added to and become part of the Credit Shelter Trust and shall be held and administered and disposed of in accordance with the plan of distribution for the Credit Shelter Trust as provided in Sections 3.04 and. 4.03, after provision has first been made for the payment of any estate, inheritance, transfer, succession., or other death taxes, payable by reason of the inclusion of the value of the Trust property in said surviving Grantor's estate. The Trustee(s) of the Qualified Terminable Interest Trust are hereby authorized, in the Trustee(s) sole discretion, to determine whether to elect (under Section 2056(b)(7) of the Internal Revenue Code) to qualify all or a specific portion of the Qualified Terminable Interest Trust created herein for the federal estate tax marital deduction. The Trustee(s) of the Qualified Terminable Interest Trust, in exercising such REVOCABLE LIVING TRUST AGREEMENT Page 8 discretion, shall attempt to minimize, or eliminate if possible, the federal estate tax payable by the estate of the decedent spouse's estate. However, if the Trustee(s) of the Qualified Terminable Interest Trust determine that it is in the best interest of the persons who may .receive any assets after the decedent spouse's death and after the surviving Grantor's death to pay some federal estate tax in the decedent spouse's estate, taking into consideration any other tax that is to be paid because of the decedent spouse's death and the surviving Grantor's death, and any income tax liability that may be affected by the election, the Trustee(s) of the Qualified Terminable Interest Trust may elect to take a marital deduction that does not reduce the tax to zero if the payment of the tax will not jeopardize the ability of the Qualified Terminable Interest Trust to provide the surviving spouse with the level of support and maintenance contemplated by this Declaration of Trust. The decision of the Qualified Terminable Interest Trustee(s) to make this election shall be final and binding on all persons. The Trustee(s) of the Qualified Terminable Interest Trust is (are) authorized and empowered to invest, reinvest, transfer, and convey any and all property held in this Qualified Terminable Interest Trust. This includes all power now or hereafter conferred upon Trustees by applicable state law, and also those powers appropriate to the orderly and effective administration of the Trust. The Trustee(s) shall make a written accounting to the surviving Grantor at least annually and shall make a written accounting to all remainder Beneficiaries at the time that all assets of this Qualified Terminable Interest Trust are distributed. Section 3.06 -Power to Appoint Agents The surviving spouse shall have the right to retain an accountant and / or an attorney at law for ~; I professional services on behalf of the Trust Estate or Estates herein. The surviving spouse shall not be - responsible for the acts of such agents beyond his or her obligation to use reasonable care in the selection of such agents. Section 3.07 -Maximum Marital Deduction Except as otherwise expressly stated herein, the term "Maximum Marital Deduction" shall not be construed as a direction by the deceased Settlor to exercise any election respecting the deduction of Estate administration expenses, the determination of the Estate tax 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 allowable Estate tax marital deduction than if the contrary election had been made. Section 3.08 -Trust Income After The First Death Following the death of either Settlor and until the death of the surviving Settlor, the Trustee shall, at least annually, pay to or apply for the benefit of the surviving Settlor all of the net income from the Trust Estate. Section 3.09 -Simultaneous Death If the Settlors should die under circumstances which would render it doubtful as to which Settlor died first, it shall be conclusively presumed for the purposes of this Trust that Joseph S. Zuba died first. If any other Beneficiary and a Settlor should die under such circumstances, it shall be conclusively presumed that the Beneficiary predeceased such Settlor. REVOCABLE LIVING TRUST AGREEMENT Page 9 Section 3.10 -Last Expenses Upon the death of each of the Settlors, the Trustee of this Trust may, in its discretion, pay any part of or all of the funeral and burial expenses, probate claims, administration expenses, and any estate, inheritance, succession, or other death taxes, which are payable as a result of the death of each of the Settlors, out of that portion of the Trust Estate constituting the deceased Settlor's separate Trust Share. The Trustee may make any such payments directly to the creditors or taxing authority in question, or may remit funds to the personal representative of the Estate of the deceased spouse for such payments. ARTICLE FOUR Administration/distribution of Survivor's Trust Section 4.01 -Common Pot Trust At the death of the Surviving Settlor, the Trustee shall not create a Common Pot Trust. All of the Trust Estate that has not been distributed under prior Articles of the Trust Agreement shall be held, administered, divided, and distributed according to the provisions that follaw. Section 4.02 -Second Death On the death of the last Settlor to die (the "Surviving Settlor"}, the Trustee shall distribute the principal of the Trust and any accrued or undistributed income from the principal of the: Trust in such a manner and to such persons, including the Estate or the Creditors, as directed in this Trust. Agreement. Section 4.03 -Payment of The Second Death Expenses On the death of the Surviving Settlor, the Trustee shall pay from that portion of the Trust Estate constituting the deceased Settlor's separate Trust Share the expenses of the surviving Settlor's last illness, funeral, burial, and any inheritance, estate, or death taxes that may be due by reason of the Surviving Settlor's death, unless the Trustee in his or her absolute discretion determines that other adequate provisions have been made for the payment of such expenses and taxes. Section 4.04 -Trust Income and Principal Distribution Upon The Death of The Surviving Trustor 1. The Trustee shall apply and distribute the net income and principal of each of the shares of the resulting Trust Estate, after giving effect to the section of this Trust Agreement entitled "Special Directives" to the following Beneficiaries in the indicated fractional shares: Jeffrey F. Zuba 1/3 Joseph S. Zuba, II 1/3 Arlene A. A. Bohenick 1/3 2. If any of the above Beneficiaries, or any other Beneficiary, is under the age of 21 years when the distribution is to be made, the Trustee shall have authority to distribute the same, in whole or in part, to a custodian for the minor appointed under a Uniform Gifts or Transfers to Minors Act, or the Trustee may retain any such property and administer and distribute the same for the benefit. of the minor, paying to or for the benefit of such minor so much of the income and principal of the retained property from time to time as the Trustee deems advisable for the health, education, support, and maintenance of the minor. When the person for whom the property is held attains the age of 21 years, the property shall thereupon be distributed to him or her free of trust unless REVOCABLE LIVING TRUST AGREEMENT Page 10 otherwise stated in this Agreement. If the minor should die before attaining the age of majority, the property shall then be paid and distributed to the estate, of the minor. ,` 3. If all. of the Settlor's Beneficiaries and their children should fail to survive the final distribution of the Trust Estate, all of the Trust Estate not. disposed of as hereinabove provided shall be distributed as provided for in this Trust Agreement. Section 4.05 -Principle of Representation Unless indicated differently in this Trust Agreement or in the "Special Directives" section that follows, in the event any of the named Beneficiaries should predecease both Settlors, all of that person's share of the Trust Estate is to be divided equally among the deceased Beneficiary's children or issue per stirpes. In the event the predeceased Beneficiary leaves no surviving children or issue;, then all of that person's share of the Trust Estate shall be divided equally among the remaining Beneficiaries per stirpes. If a Beneficiary of the Settlors survives both Settlors, but should fail to survive to collect his or her share at distribution, that share shall pass to the surviving issue of that deceased Beneficiary per stirpes and with right of representation. ARTICLE FIVE Trustee Powers & Provisions Section 5.01 -Non-Income Producing Property ~~ During the joint lives of the Settlors, the Trustee is authorized to retain i:n the Trust, for so long as the -- Trustee may deem advisable, any property received by the Trustee from the Settlors, whether or not such property is of the character permitted by law for the investment of Trust funds. Section 5.02 -Trustee Powers The Trustee shall have all powers conferred upon a Trustee by law for the orderly administration of the Trust Estate. If any property is distributed outright under the provision of this Trust Agreement to a person who is a minor, distribution may be made under the Pennsylvania Uniform Transfer to Minors Act ("PAUTMA"). The Trustee is further authorized to sign, deliver, and/or receive any documents necessary to carry out the powers contained within this Section. The Trustee of any trust created under this Trust Agreement (including any substitute or successor Trustee) will have and be subject to all of the powers, duties, and responsibilities granted or imposed by the Pennsylvania Consolidated Statutes (20 Pa. C.S. Section 101 et seq.) as such Statute may provide at the time of administration of the Trust, except to the extent that the same are inconsistent with the provisions of this Agreement. Section 5.03 -Specific Powers of Trustee In addition, the Trustee will have the following specific powers: 1. Trust Estate: The Trustee may leave invested any property coming into its hands hereunder in any form of investment even though the investment may not be of the character of investments ;' permitted bylaw to trustees, without liability for loss or depreciation in value. The Trustee may --- sell, mortgage, exchange, or otherwise dispose of and reinvest property which may at any time be REVOCABLE LIVING TRUST AGREEMENT Page 11 apart of the Trust Estate upon such terms and conditions as the: Trustee may deem advisable. _ The Trustee may invest and reinvest the Trust Assets from time to time in any property, real, personal, or mixed, including without limitation, securities of domestic and foreign corporations and investment trusts or companies, bonds, debentures; .preferred stocks, common stocks, mortgages, mortgage participation, and interests in common trust funds, all with complete discretion to convert realty into personalty or personalty into realty or otherwise change the character of the Trust Estate, even though such investment (by reason of its character, amount, proportion to the total Trust Estate, or otherwise) would not bf; considered appropriate for a fiduciary apart from this provision and even though such investment caused part or all of the total Trust Estate to be invested in investments of one type or of one business or company. 2. Holding Property: The Trustee may hold property in the Trustee's name, as trustee, or in the name of a nominee without disclosing the Trust. 3. Release of Power: If the Trustee deems it to be in the best: interest of the Trust and its Beneficiaries, the Trustee, by written instrument signed by such Trustee, will have the power and authority to release, disclaim, or restrict the scope of any power or discretion granted in this Trust Agreement or implied by law. 4. Agents, Employees: The Trustee may employ one or more agents to perform any act of administration, whether or not discretionary, including attorneys, auditors, investment managers, or others, as the Trustee shall deem necessary or advisable. The Trustee may compensate agents and other employees and may delegate to them any and all discretions and powers. 5. Leases: The Trustee may lease any Trust Assets generally or for oil, gas, and mineral development, even though the lease term may extend beyond the term of the Trust of which the r' ~ property is a part. The Trustee may enter into any covenants and agreements relating to the -- property so leased or concerning any improvements which may then or thereafter be erected on such property. 6. Common Funds: The Trustee may hold any of the Trust Assets in a common fund with property from other trust estates and may make investments jointly with any other trust, the property of which is included in the common fund. 7. Securities: With respect to securities held in the Trust Estate, the Trustee may exercise all the rights, powers, and privileges of an owner, including but not limited to, the power to vote, give proxies, and to pay assessments and other sums deemed by t:he Trustee necessary for the protection of the Trust Estate. In addition, the Trustee may participate in voting trusts, foreclosures, reorganizations, consolidations, mergers, and liquidations, and in connection therewith, to deposit securities with and transfer title to any protective or other committee under such terms as the Trustee may deem advisable. In addition, the Tnzstee may exercise or sell stock subscription .or conversion rights and may accept and retain as an investment any securities or other property received through the exercise of any of the foregoing powers, regardless of any limitations elsewhere in this instrument relative to investments by the Trustee. In addition, The Trustee may Buy, sell exchange, assign, convey, settle and exercise commodities future contracts and call and put options on stocks and stock indices traded on a regulated options exchange and collect and receipt for all proceeds of any such transactions. Establish or continue option accounts for the principal with any securities of a futures broker. In general, exercise all powers with respect to commodity and option transactions that the principal could if present. 8. Purchases from Estate: The Trustee may purchase property of any kind from the Executor or -- Administrator of our Estates. REVOCABLE LIVING TRUST AGREEMENT Page 12 9. Lending: The Trustee may make loans, secured or unsecured, to the Executor or Administrator ` ~; of our Estates, to any Beneficiary of the Trust, or to the Trustee. Further, the Trustee may use Trust Assets to. guarantee obligations of any income Beneficiary of the Trust (unless such Beneficiary is serving as Trustee). 10. Distributions to or for Beneficiaries: The Trustee may make any distribution contemplated by this Trust Agreement (1) to the Beneficiary; (2) if the Beneficiary is under a legal disability or if the Trustee determines that the Beneficiary is unable to properly manage his or her affairs, to a person furnishing support, maintenance, or education for the Beneficiary or with whom the Beneficiary is residing for expenditures on the Beneficiary's behalf; or (3) if the Beneficiary is a minor, to a trustee of an existing trust established exclusively for the benefit of such minor, whether created by this Trust Agreement or otherwise, or to a custodian for the Beneficiary, as selected by the Trustee, under the Pennsylvania Uniform Transfer to Minors Act. Alternatively, the Trustee may apply all or a part of the distribution for the; Beneficiary's benefit. Any distribution under this paragraph will be a full discharge of the Trustee with respect thereto. On any partial or final distribution of the Trust Assets, the Trustee .may apportion and allocate the assets of the Trust Estate in cash or in kind, or partly in cash and partly in kind, or in undivided interests in the manner deemed advisable at the discretion of the Trustee and to sell any property deemed necessary by the Trustee to make the distribution. The Tn~stee may distribute gifts of up to the maximum allowable per year per donee out of principal andlor interest. 11. Insurance: The Trustee may purchase new life insurance, pay the premiums on existing life insurance on the life of any Trust Beneficiary, purchase annuities (either commercial or private) from any corporation, trust, or individual, and may procure and pay the premiums on other insurance of the kinds, forms, and amounts deemed advisable by the Trustee to protect the ~~ Trustee and the Trust Estate. 12. Borrowing: The Trustee may borrow money from the Trust Estate and others. To secure the repayment thereof, the Trustee may mortgage, pledge, or otherwise encumber part or all of the Trust Assets, and in connection with the acquisition of any property, the Trustee may assume a liability or may acquire property subject to a liability. 13. Repairs: The Trustee may make ordinary and extraordinary repairs and alterations to buildings or other Trust Assets. 14. Reserves: The Trustee may establish such reserves out of income for taxes, assessments, repair, and maintenance as the Trustee considers appropriate. 15. Continuation of Business: The Trustee may continue any business or businesses in which the Trust has an interest at the time of the Settlors' death for so long as the Trustee may, in its sole discretion, consider necessary or desirable, whether or not the business is conducted by the Settlors at the time of their death individually, as a partnership, or as a corporation wholly owned or controlled by them, with full authority to sell, settle, and discontinue any of them when and upon such terms and conditions as the Trustee may, in its sole discretion, consider necessary or desirable. 16. Retain Property for Personal Use: The Trustee may retain a residence or other property for the personal use of a Beneficiary and allow a Beneficiary to use or occupy the retained property free of rent and maintenance expenses. REVOCABLE LIVING TRUST AGREEMENT Page 13 17. Dealings with Third Parties: The Trustee may deal with any person or entity regardless of relationship or identity of any Trustee to or with that person or entity. The Trustee may hold or ~~ j invest any part of or all of the Trust Estate in common or undivided interests with that person or entity. 18. Partitions, Divisions, Distributions: The Trustee will have the power to make all partitions, divisions, and distributions contemplated by this Trust Agreement. Any partitions, divisions, or other distributions may be made in cash, in kind, or partly in cash and partly in kind, in .any manner that the Trustee deems appropriate (including composing shares differently}. The Trustee may determine the value of any property, which valuation will be binding on all Beneficiaries. No adjustments are required to compensate for any partitions, divisions, or distributions having unequal consequences to the Beneficiaries. 19. Claims, Controversies: The Trustee may maintain and defend any claim or controversy by or against the Trust without the joinder or consent of any Beneficiary. The Trustee may commence or defend at the expense of the Trust any litigation with respect to the Trust or any property of the Trust Estate as the Trustee may deem advisable. The Trustee: may employ, for reasonable compensation, such counsel as the Trustee shall deem advisable for that purpose. 20. Merger of Trusts: If at any time the Trustee of any trust created hereunder shall also be acting as trustee of any other trust created by trust instrument or by trust declaration for the benefit of the same beneficiary or beneficiaries and upon substantially the same terms and conditions, the Trustee is authorized and empowered, if in the Trustee's discretion such action is in the best interest of the Beneficiary or Beneficiaries, to transfer and merge all of the assets then held under such trust created pursuant to this Trust Agreement to and with such other trust and thereupon to terminate the trust created pursuant to this Trust Agreement. The 'Trustee is further authorized to t'- ~ accept the assets of any other trust which maybe transferred to any trust created hereunder and to administer and distribute such assets and properties so transferred in accordance with the provisions of this Agreement. 21. Termination of Small Trust: Any corporate Trustee which is serving as the sole Trustee of any Trust or any Share thereof may at any time terminate such Trust or Share if, in the Trustee's sole judgment, the continued management of such Trust or Share is nc- longer economical because of the small size of such Trust or~ Share and if such action will be deemed to be in the best interests of the Beneficiary or Beneficiaries. In case of such termination, the Trustee will distribute forthwith the share of the Trust Estate so terminated to the income Beneficiary, per stirpes. Upon such distribution, such Trust or Share will terminate and the Trustee will not be liable or responsible to any person or persons whomsoever for its action. The Trustee will not be liable for failing or refusing at any time to terminate any Trust or a Share thereof as authorized by this paragraph. 22. Power to Determine Income and Principal: Dividends payable in stock of the issuing corporation, stock splits, and capital gains will be treated as principal. Except as herein otherwise specifically provided, the Trustee will have full power and authority to determine the manner in which expenses are to be borne -and in which receipts are to be credited as between principal and income. The Trustee has the power to determine what will constitute principal or income and may withhold from income such reserves for depreciation or depletion as the Trustee may deem fair and equitable. In determining such matters, the Trustee may give consideration to the provisions of the Pennsylvania Statutes (or its successor statutes) relating to such matters, but it will not be bound by such provisions. REVOCABLE LIVING TRUST AGREEMI;NT Page 14 23. Generation-Skipping Taxes and Payment: If termination of an interest or power hereunder a generation=skipping tax, the Trustee is authorized: the Trustee considers any distribution or s a distribution or termination subject to a 24. To augment any taxable distribution by an amount which the Trustee estimates to be sufficient to pay such tax and charge the same to the particular trust to which the tax related without adjustment of the relative interests of the Beneficiaries; a. To pay such tax, in the case of a taxable termination, from the particular trust to which the tax relates without adjustment of the relative interests of the Beneficiaries. If such tax is imposed in part by reason of the Trust Assets, the Trustee will pay only the portion of such tax attributable to the taxable termination hereunder taking into .consideration deductions, exemptions, credits, and other factors which. the Trustee deems advisable; and b. To postpone final termination of any particular trust and to withhold any portion or all of the Trust Estate until the Trustee is satisfied that the Trustee no longer has any liability to pay any generation-skipping tax with reference to such trust or its termination. Section 5.04 -Special Provision for S Corporation Stock Notwithstanding what is otherwise provided in this Trust Agreement, if at any time the Trust contains any stock of a corporation which elects or has elected treatment as an "S Corporation" as defined by Section 1361(a)(1) of the Internal Revenue Code (or any corresponding successor statute), such stock will be segregated from the other assets of such and treated as a separate trust. The Trustee will further divide the separate trust into shares for each Beneficiary and such shares will be distributed outright or held in trust ~" as herein provided. In addition, all other provisions of this Trust Agreement will apply to each share held `' ~ - ? in trust (and constituting a separate trust) except that the Trustee will distribute all of the income from each separate trust to its Beneficiary in convenient installments at least annually. It is the Settlors' intent that each separate trust will be recognized as a "Qualified Subchapter S 'T'rust" ("QSST") under Section 136I(d)(2) of the Internal Revenue Code (or any corresponding successor statute). Notwithstanding any provisions of this Trust Agreement to the contrary, the Trustee's powers and discretions with respect to the administration of each separate trust (including methods of accounting, bookkeeping, making distributions, and characterizing receipts and expenses) will not be exercised or exercisable except in a manner consistent with allowing each separate trust to be treated as a QSST as above described. ARTICLE SIX Trustee Powers with a Probate Estate Section 6.01 -Coordination with Settlor's Probate Estate I. At any time during the continuance of this Trust, including subsequent to the death of either Settlor, the Trustees may, in their sole and uncontrolled discretion, distribute to the deceased Settlor's Probate Estate cash and / or other property as a Beneficiary of the Trust. Z. All other provisions to the contrary notwithstanding, under no circumstances shall any restricted proceeds, as hereinafter defined, be either directly or indirectly: (i;) distributed to or for the benefit of the Settlor's Executors or the Settlor's Probate Estate; or (ii) used to pay any other obligations of the Settlor's Estate. The term "Restricted Proceeds" means: REVOCABLE LIVING TRUST AGREEMENT Page 15 a. All qualified plans, individual retirement accounts, or similar benefits which are received _ or receivable by any Trustee hereunder, and which are paid solely to a Beneficiary other ~~; than the Executor of the Settlor's Gross Estate for Federal Estate Tax purposes; and b. All proceeds of insurance on the Settlor's life which, if paid to a Beneficiary other than the Settlor's Estate, would be exempt from inheritance or similar death taxes under applicable state death laws. Section 6.02 -Direction to Minimize Taxes In the administration of the Trust hereunder, its Fiduciaries shall exercise all available tax related elections, options, and choices in such a manner as they, in their sole but reasonable judgment (where appropriate, receiving advice of tax counsel), believe will achieve the overall minimum in total combined present and reasonably anticipated future administrative expenses and taxes of all kinds. This applies not only to said Trust, but also to its Beneficiaries, to the other Trusts hereunder and their Beneficiaries,.and to the Settlor's Probate Estate. Without limitation on the generality of the foregoing direction (which shall to that extent supersede the usual fiduciary duty of impartiality), such Fiduciaries shall not be accountable to any person interested in this Trust or to Settlor's Estate for the manner in which they shall carry out this direction to minimize overall taxes and expenses (including any decision they may make not to incur the expense of a detailed analysis of alternative choices). Even though their decisions in this regard may result in increased taxes or decreased distributions to the Trust, to the Estate, or to one or more Beneficiaries, the Fiduciaries shall not be obligated for compensation readjustments or reimbursements which arise by reason of the manner in which the Fiduciaries carry out this direction. ` .} Section 6.03 -Judgment and Discretion of Trustee In the absence of proof of bad faith, all questions of construction or interpretation of any trusts created by this Trust Agreement will be finally and conclusively determined solely by the Trustee, according to the Trustee's best judgment and without recourse to any court. Each determination by the Trustee is binding on the Beneficiaries and prospective Beneficiaries hereunder, both in being and unborn, as well as all other persons, firms, or corporations. The Trustee, when exercising any discretionary power relating to the distribution or accumulation of principal or income or to the termination of any trust, will be responsible only for lack of good faith in the exercise of such power. Each determination may be relied upon to the same extent as if it were a final and binding judicial determination. In the event of a conflict between the provisions of this Trust Agreement and those of the Pennsylvania Statutes, the provisions of this Agreement will control. ARTICLE SEVEN Resolution of Conflict Section 7.01 -Resolution of Conflict Any controversy between the Trustee or Trustees and any other Trustee or Trustees, or between any other parties to this Trust, including Beneficiaries, involving the construction or application of any of the terms, provisions, or conditions of this Trust shall, on the written request of either or any disagreeing party served on the other or others, shall be submitted to arbitration. The parties to such arbitration shall each appoint one person to hear and determine the dispute and, if they are unable to agree, then the two persons so chosen shall select a third impartial arbitrator whose decision shall be :final and conclusive upon both parties. The cost of arbitration shall be borne by the losing party or in such proportion as the arbitrator(s) REVOCABLE LIVING TRUST AGREEMENT Page 16 shall decide. Such arbitration shall comply with the commercial arbitration rules of the American Arbitration Association, 140 West 51st Street, New York, NY 10200. Section 7.02 -Incontestability The beneficial provisions ~of this Trust Agreement are intended to be in lieu of any other rights, claims, or interests of whatsoever nature, whether statutory or otherwise, except bona fide pre-death debts, which any Beneficiary hereunder may have in Settlor's Estate or in the properties in trust hereunder. Accordingly, if any Beneficiary hereunder asserts any claim (except a legally enforceable debt), statutory election, or other right or interest against or in Settlor's Estate, or any properties of this Trust, other than pursuant to the express terms hereof, or directly or indirectly contests, disputes, or calls into question, before any court, the validity of this Trust Agreement, then: I . Such Beneficiary shall thereby absolutely forfeit any and. all beneficial interests of whatsoever kind and nature which such Beneficiary or his or her heirs might otherwise have under this. Trust Agreement .and the interests of the other Beneficiaries hereunder shall thereupon be appropriately and proportionately increased; and 2. All of the provisions of this Trust Agreement, to the extent that they confer any benefits, powers, or rights whatsoever upon such claiming, electing, or contesting Beneficiary, shall thereupon become absolutely void; and 3. Such claiming, electing, or contesting Beneficiary, if then acting as a trustee hereunder, shall automatically cease to be a Trustee and shall thereafter be ineligible either to select, remove, or become a Trustee hereunder. ` `; Section 7.03 -Trust Contests and Specific Omissions If any beneficiary under this trust, singly or in conjunction with any other person or persons, directly or indirectly: 1. contests in any court the validity of this trust or, in any manner., attacks or seeks to impair or invalidate any of its provisions; 2. contests in any court the validity of the Settlor's Trust or, in any manner, attacks or seeks to impair or invalidate any of its provisions; 3. seeks to obtain an adjudication in any proceeding in any court that this trust or any of its provisions or that Settlor's Trust or any of its provisions is void; 4. claims entitlement by way of any written or oral contract to any portion of the Settlor's estate, whether in probate or under this instrument; 5. unsuccessfully challenges the appointment of any person named as Trustee or successor Trustee of this Trust, 6. objects in any manner to any action taken or proposed to be taken in good faith by the Trustee Settlor's Trust; ._ 7. objects to any construction or interpretation of this Trust, or any provision of it, that is adopted or REVOCABLE LIVING TRUST AGREEMENT Page 17 is proposed in good faith by the Trustee; 8. unsuccessfully seeks the removal of any person acting as Trustee of any Trust created under. this instrument; 9. files any creditor`s claim in SettIor's estate (without regard to its validity), whether the claim arose before or after the date of this instrument, but excepting claims :for cash advanced or paid for expenses of the Settlor's last illness or funeral paid by said claimant; 10. attacks or seeks to invalidate any designation of beneficiaries four any life insurance policy on Settlor's life; 11. attacks or seeks to invalidate any designation of beneficiaries foi- any pension or IRA or other form of qualified or non-qualified asset or deferred compensation account, agreement or arrangement; 12. attacks or seeks to invalidate any trust which Settlor has created or may create during Settlor's lifetime, or any provision thereof, as well as any gift which Settlor has made or will made during Settlor's lifetime, whether before or after the date of this instrument; 13. attacks or seeks to invalidate any transaction by which Settlor sold any assets (whether to a relative of Settlor's or otherwise); or 14. refuses a request of Settlor's Trustee, Executor or other fiduciary to assist in the defense against any of the foregoing acts or proceedings, (, ~ then that person's right to take any interest given to him or her by this trust shall be determined as it would have been determined if the person had predeceased the execution of this trust instrument without issue surviving. The provisions of the foregoing paragraph shall not apply to any disclaimer by any person of any benefit under this trust or under the Settlor's Trust. In the event that any provision of this Article is held to be invalid, void or illegal, the same shall be deemed severable from the remainder of the provisions of this Article and shall in no way affect, impair or invalidate any other provision in this Article; and if such provision shall be deemed invalid due to its scope or breadth, such provision shall be deemed to exist to the extent of the scope or breadth permitted by law. Section 7.04 -Benefits Confidential The Settlors further declare that it is their desire and intent that the provisions of this Trust Agreement are to remain confidential as to all parties. The Settlors direct that only t:he information concerning the benefits paid to any particular Beneficiary shall be revealed to such individual and that no individual shall have a right to information concerning the benefits being paid to any other Beneficiary. REVOCABLE LIVING TRUST AGREEM~:NT Page 18 ARTICLE EIGHT General Provisions Section 8.01 -Distribution in Kind or in Cash On any division of the assets of the Trust Estate into, shares or partial shares, and on any final or partial distribution of the assets of the Trust Estate, the Trustee, at his or her absolute discretion, may divide and distribute undivided interests of such assets on a pro rata or non pro rata basis, or may sell any part of or all of such assets and may make divisions or distributions in cash or partly in cash and partly in kind. The decision of the Trustee, either, prior to or on any division or distribution of such assets, as to what constitutes a proper division of such assets of the Trust Estate, shall be binding on all persons interested in any trust provided for in this Trust Agreement. Section 8.02 -Spendthrift Provision Neither the principal nor the income of the trust shall be liable for the debts of a Beneficiary. Except as otherwise expressly provided in this Agreement, no Beneficiary of any trust shall have any right, power, or authority to alienate, encumber, or hypothecate his or her interest in the principal or income of this Trust in any manner, nor shall the interests of any Beneficiary be subject to the claims of his or her creditors or liable to attachment, execution, or other process of law. The limitations herein shall not restrict the exercise of any power of appointment or the right to disclaim. Section 8.03 -Definition of Children The terms "Child" and "Children" as used in this Agreement mean the lawful issue of a Settlor or of the Settlors together. This definition also includes children legally adopted by a Settlor or by the Settlors ~~ together. Section 8.04 -Handicapped Beneficiaries Any Beneficiary who is determined by a court of competent jurisdiction tc, be incompetent shall not have any discretionary rights of a Beneficiary with respect to this Trust, or to their share or portion thereof. The Trustee shall hold and maintain such incompetent Beneficiary's share of the Trust estate and shall, in the Trustee's sole discretion, provide for such Beneficiary as that Trustee would provide for a minor. Notwithstanding the foregoing, any Beneficiary who is diagnosed for the purposes of governmental benefits (as hereinafter delineated) as being not competent or as being disabled, and who shall be entitled to governmental support and benefits by reason of such incompetency or disability, shall cease to be a Beneficiary of this Trust. Likewise, they shall cease to be a Beneficiary if any share or portion of the principal or income of the Trust shall become subject to the claims of any governmental agency for costs or benefits, fees, or charges. The portion of the Trust Estate which, absent the provisions of this section, would have been the share of such incompetent or handicapped person shall be retained in trust for as long as that individual lives. The Trustee, at his or her sole discretion, shall utilize such funds for the maintenance of that individual. If such individual recovers from his or her incompetency or disability and is no longer eligible for aid from any governmental agency, including costs or benefits, fees, or charges, such individual shall be reinstated as a Beneficiary after 60 days from such recovery and the allocation and distribution provisions as stated herein shall apply to that portion of the Trust Estate which is held by the Trustee subject to the foregoing provisions of this section. If said handicapped Beneficiary is no longer living and shall leave children then living, the deceased child's share shall pass to those children per stirpes. If there are no children, the share shall be allocated proportionately among the remaining Beneficiaries. REVOCABLE LIVING TRUST AGREEMENT Page 19 ARTICLE NINE Successor Trustee Appointments Section 9.01 -Trustees All Trustees are to serve without bond. The following will act as Trustees of any Trusts created by this Trust Agreement, in the following order of succession: First: The undersigned, Joseph S. Zuba and / or Irene H. Zuba. Second: The Surviving Spouse. Third: At the death or incapacity of the Surviving Spouse, Jeffrey F. Zuba shall serve as First Successor Trustee. Fourth: Joseph S. Zuba, II shall serve as Second Successor Trustee. Fifth: Arlene A. A. Bohenick shall serve as Third Successor Trustee. Last: A Trustee chosen by the majority of Beneficiaries, with a parent or legal guardian voting for minor Beneficiaries; provided, however, that the children of any deceased Beneficiary shall collectively have only one vote. Section 9.02 -Allocation and Distribution of The Trust Assets ~} The Trustees shall allocate, hold, administer, and distribute the Trust Assets as hereinafter provided: 1. Upon the death of the first Settlor, the Trustee shall make any separate distributions that have been specified by the deceased Settlor. The Trustee shall also take into consideration the appropriate provisions of this Article. 2. Upon the death of the Surviving Spouse, the Trustee shall hold, administer, and distribute the Trust Assets in the manner hereinafter prescribed. Section 9.03 -Personal Property Distribution Notwithstanding any provision of this Trust Agreement to the contrary, the Trustee must abide by any memorandum by the Settlors, particularly that contained in the section entitled "Special Directives" incorporated into this Trust Instrument, directing the disposition of Trust ,Assets of every kind including, but not limited to, furniture, appliances, furnishings, pictures, china, silverware, glass, books, jewelry, wearing apparel, and all policies of fire, burglary, property damage, and other insurance on or in connection with the use of property. Otherwise, any personal and household effects of the Settlors shall be distributed with the remaining assets of the Trust Estate. REVOCABLE LIVING TRUST AGREEMENT Page 20 Section 9.04 -Liability of Trustee `; The Trustee will not be responsible or liable for any loss which may occur by reason of depreciation in value of the properties at any time belonging to the Trust Estate nor for any other loss which may occur, except that the Trustee will be liable for each Trustee's own negligence, neglect, default, or willful wrong. The Trustee will not be liable or responsible for the acts, omissions, or defaults of any agent or other person to whom duties may be properly delegated hereunder (except officers or regular employees of the Trustee) if such agent or person was appointed with due care. The Trustee may receive reimbursement from the Trust Estate for any liability, whether in contract or in tort, incun~ed in the administration of the Trust Estate in accordance with the provisions hereof, and the Trustee may contract in such form that such Trustee will be exempt from such personal liability and that such liability will be limited to the Trust Assets. Section 9.05 -Successor Trustees Any Successor Trustee shall have all the power, rights, discretion, and obligations conferred on a Trustee by this Trust Agreement. All rights, titles, and interest in the property of the Trust shall immediately vest in the successor Trustee at the time of appointment. The prior Trustee sha].1, without warranty, transfer to the Successor Trustee the existing Trust property. No Successor Trustee shall be under any duty to examine, verify, question, or audit the books, records, accounts, or transaction of any preceding Trustee; and no Successor Trustee shall be liable for any loss or expense from or occasioned by anything done or neglected to be done by any predecessor Trustee. A Successor Trustee shall be liable only for his or her own acts and defaults. ARTICLE TEN ,.•~" ~ ~~ Rule Against Perpetuities Section 10.01 -Perpetuities Savings Clause Notwithstanding any other provision of this instrument, the Trusts created hereunder shall terminate not later than twenty-one (21) years after the death of the last survivor of all Settlors and any other Beneficiary or Beneficiaries named or defined in this Trust living on the date of the death of the first Settlor to die. The Trustee shall distribute remaining Trust principal and all accrued or undistributed net income hereunder to the Beneficiary or Beneficiaries. If there is more than one Beneficiary, the distribution shall be in the proportion in which they are Beneficiaries; if no proportion is designated, then the distribution shall be in equal shares to such Beneficiaries. ARTICLE ELEVEN General Provisions Section 11.01 -Governing Law It is not intended that the laws of only one particular state shall necessarily govern all questions pertaining to all of the Trust hereunder. 1. The validity of the Trust hereunder, as well as the validity of the particular provisions of that Trust, shall be governed by the laws of the state which has sufficient connection with the Trust to support such validity. REVOCABLE LIVING TRUST AGREEMENT Page 21 2. The meaning and effect of the terms of this Trust Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. 3. The administration of this Trust shall be governed by the laws of the state in which the principle office of the Trustee then having custody of the Trust's principal assets and records is located. The foregoing shall apply even though the sites of some Trust Assets or the home of the Settlor, a Trustee, or a Beneficiary may at some time or times be elsewhere. Section 11.02 -Invalidity of Any Provision If a court finds that any provision of this Trust Agreement is void, invalid, or unenforceable, the remaining provisions of this Agreement will continue to be fully effective. Section 11.03 -Headings The use of headings in connection with the various articles and sections of this Trust Agreement is solely for convenience and the headings are to be given no meaning or significance whatsoever in construing the terms and provisions of this Agreement. Section 11.04 -Internal Revenue Code Terminology As used herein, the words "Gross Estate," "Adjusted Crross Estate," "Taxable Estate," "Unified Credit," "State Death Tax Credit," "Maximum Marital Deduction," "Marital Deduction," and any other word or words which from the context in which it or they are used refer to the Internal Revenue Code shall be assigned the same meaning as words have for the purposes of applying the Internal Revenue Code to a ,' ~ deceased Settlor's Estate. Reference to sections of the Internal Revenue Code and to the Internal -= Revenue Code shall refer to the Internal Revenue Code amended to the date of such Settlor's death. REVOCABLE LIVING TRUST AGREEMENT Page 22 SPECIAL DIRECTIVES OF JOSEPH S. ZUBA I, JOSEPH S. ZUBA a resident of the County of Cumberland, Commonwealth of Pennsylvania, being of lawful age, and of sound and disposing mind and memory, and not acting under duress, fraud, or undue influence, hereby make, publish and declare this to be my Special Directive, and I incorporate THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST AGREEMENT. FIRST The natural objects of my affection are: 1. My Wife - Irene H. Zuba 2. My Children - Jeffrey F. Zuba Joseph S. Zuba, II Arlene A. A. Bohenick SECOND ',: ,j _. I direct that all estate and inheritance taxes payable as a result of my death, not limited to taxes assessed on property, shall be paid out of the residue of my Estate, and shall not be deducted or collected from any League, Devisee, or Beneficiary hereunder. THIRD In the event any of my named Beneficiaries should predecease me, all of that person's share of the Trust Estate shall be divided equally among that person's issue per stirpes. In the event any such predeceased Beneficiary leaves no surviving children or issue, then all of that person's share shall be distributed to the remaining Beneficiaries. FOURTH In the event all of my named Beneficiaries and their children and issue predecease me, alI of the Trust Estate shall be distributed to my heirs at law. FIFTH I direct that all outstanding debts ,and/or loans owed by any Beneficiary shall be forgiven and deemed as having not existed. REVOCABLE LIVING TRUST AGREEMENT Page 23 SIXTH ,~ I direct that, before any distribution of the assets of the Trust Estate to the named Beneficiaries, certain specific distributions, if any, shall be made from the assets as set forth on the list attached hereto and marked "Exhibit A." SEVENTH I hereby acknowledge and accept the "Special Directives," if any, of my spouse. _~ } REVOCABLE LIVING TRUST AGREEMENT Page 24 SPECIAL DIRECTIVES " ~~~, OF IRENE H. ZUBA I, IRENE H. ZUBA, a resident of the County of Cumberland, Commonwealth of .Pennsylvania, being of lawful age, and of sound and disposing mind and memory, and not acting under duress, fraud, or undue influence, hereby make, publish and declare this to be my Special Directive, and I incorporate THE JOSEPH S. ZUBA AND II~ENE H. ZUBA REVOCABLE LIVING TRUST AGREEMENT. FIltST The natural objects of my affection are: 1. My Husband - Joseph S Zuba 2. My Children - Jeffrey F. Zuba Joseph S. Zuba, II Arlene A. A. Bohenick SECOND I direct that all estate and inheritance taxes payable as a result of my death, not limited to taxes assessed on property, shall be paid out of the residue of my Estate, and shall not be deducted or collected from any League, Devisee, or Beneficiary hereunder. THIRD In. the event any of my named Beneficiaries should predecease me, ail of that person's share of the Trust Estate shall be divided equally among that person's issue per stirpes. In the event any such predeceased Beneficiary leaves no surviving children or issue, then all of that person's share shall be distributed to the remaining Beneficiaries. FOURTH In the event all of my named Beneficiaries and their children and issue predecease me, all of the Trust Estate shall be distributed to my heirs at law. FIFTH I direct that all outstanding debts and/or loans owed by any Beneficiary shall be forgiven and deemed as having not existed. REVOCABLE LIVING TRUST AGREEMENT Page 25 SIXTH I direct that, before any distribution of the assets of the Trust Estate to the named Beneficiaries, certain specific distributions, if any, shall be made from the assets as set forth on the list attached hereto and marked "Exhibit A." SEVENTH I hereby acknowledge and accept the "Special Directives," if any, o:f my spouse. l ) REVOCABLE LIVING TRUST AGREEMENT Page 26 ~~ _ DATED to be effective this ~ day of ,~~~. SE ORS: J~~ J PH S. UBA NE H. ZUB AC TED BY CO-TRUSTEES: 7 PH S. ~IJBA ~ ~'" ~_ NE H. ZUBA COMMONWEALTH OF PENNSYLVANIA COUN'T'Y OF CUMBERLAND This instrument was acknowledged before me on the date herein set forth by JOSEPH S. ZUBA ~ as Settlor and Co-Trustee to certify which witness my h d and seal of office. -- /~ t Public, Commonwealth of Pennsylvania l~ NOTARIAL SEAL 1EROME T. LEWIS, NOTARY PUBLIC TREDYFFRIN TWP., CHESTER COUNTY MY COMMISSION EXPIRES SEPT 25_ ?nn6 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND This instrument was acknowledged before me on the date herein set forth by IRENE H. ZUBA as Settlor and Co-Trustee to certify which witness my hand end seal of office. ~~ ~~ NgY~r~ Public, Comfvlonwealth of Pennsylvania NOTARIAL SEAL 1EROME T. LEWIS, NOTARY PUBLIC TREDYFFRIN TWP., CHESTER COUNTY MY COMMISSION EXPIRES SEPT. 25 2006 REVOCABLE LIVING TRUST AGREEMENT Page 27 THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST AGREEMENT Declaration of Intent The undersigned hereby declare that, as Trustee of THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST, they are acquiring and will hold in the name JOSEPH S. ZUBA and IRENE H. ZUBA, but without further reference to their fiduciary capacity, all items listed on the attached schedule(s) hereto and incorporated herein as amended, from time to time, as well as household furnishings, automobiles, jewelry, bank accounts, securities, bonds, clothing and other personal property of any kind in their name or in either of their names and henceforth such assets shall and will belong to said Trust and not to them individually; and they further declare that, except to the extent of interest provided to them under the terms and provisions of said Trust, they have nc- personal interest in any of the above itemized personal properties, it being intended and this Declaration constitutes an affirmation of Trust ownership and an assignment to this Trust and shall be binding on their heirs, administrators, executors and assigns. I S WHEREOF the undersigned have executed this instrument this - ~~~ day of -~ JO PH S. A Settlor/Trustee I,. ~ NE H. A Settlor/Trustee COMMONWEALTH OF PENNSYLVANL~ COUNTY OF CUMBERLAND BEFORE ME, the undersigned authority, on this day personally appeared JOSEPH S. ZUBA and IRENE H. ZUBA, known to me to be the persons whose names are subscribed to the foregoing instrument, and acknowledged to me that they executed the same for the purposes and consideration therein expressed and in the capacity therein stated. SUBSCRIBED AND SWORN this day of _ ~~ /. ~ Public, Commonwealth of Pennsylvania ~ OTARtAI SEAL 1ERbNl T. LEWIS, NOTARY?UBUG TREDYFFRIN TWP., CHESTER COl1NTY SPECIAL INSTRUCTIONS FOR PREPARING AND ATTACHING AN "EXHIBIT A" TO YOUR REVOCABLE LIVING TRUST AGREEMENT If you have special instructions for bequests of property that were not included in the original trust planning documents, it is important that they be prepared correctly in order to accomplish your wishes. "Exhibit A" is not an amendment; it is a part of your original trust document. 1. The page(s) entitled "SPECIAL DIRECTIVES OF JOSEPH S. ZUBA" and "SPECIAL DIRECTIVES OF IRENE H. ZUBA" found near the end of the trust document entitled THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST AGREEMENT needs to have a paragraph that basically says the following: I direct that my trust estate (or personal property or whatever the items in question are) be distributed according to the list attached hereto and marked "EXHIBIT A". If your trust is a joint trust, an "Exhibit A" must be mentioned in the SPECIAL DIRECTIVES of both. 2. Make as many copies of your blank "EXHIBIT A" as it takes to distribute your personal items, listing the individual property, the beneficiary of the property, and, if applicable, ~ ~~ the dollar or percentage amount of trust property you wish to bequeath. t j 3. When you finish, number and initial each page, and sign the last page. Be sure to sign your signature and initials in front of your witnesses and a notary public. Date your "Exhibit A" the same date you signed your original trust agreement. (All gift pages must be entitled "EXHIBIT A." All pages must be numbered. Each page must have a place at the bottom for your initials; the last page must have a line for your full signature. Your signature must have two witnesses and a notary.) 4. Attach the original signed and witnessed copy to your original REVOCABLE LIVING TRUST AGREEMENT. Put a copy of your "EXHIBIT A" with any trust copies you have stored, i.e., safe deposit box. 5. See attached sample for further help. If you have any questions, contact the attorney who prepared your trust. 6. Any changes made subsequent to the trust date should be placed in the "AMENDMENT TO REVOCABLE LIVING TRUST AGREEMENT" which follows "Exhibit A". LOOK FOR YOUR PERSONALIZED "EXHIBIT A" PAGES BEHIND THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST AGREEMENT. SAMPLE ONLY ,_- _ . "EXHIBIT A" ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA, TRUSTEES AND SETTLORS OF THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST I direct that JAMES DOE get my railroad pocket watch. I direct that JANE DOE get the money in the FIRST NATIONAL BANK of Altuna, Texas, Account #111-111-11 1. I direct that JAMES DOE and JANE DOE each receive a %2 ownership in the house at 23 Lexington Avenue, Philadelphia, Pennsylvania. I direct that my railroad stock be divided equally among the children of JAMES DOE. I direct that my telephone stock be divided equally among the children of JANE DOE. I direct that each of my grandchildren receive $5,000 from my trust estate. It is my intent that this money be used for their college education. I direct that my car go to my granddaughter, MELISSA DOE, and my truck go to my grandson, JAMES DOE, JR. i., 1 "EXHIBIT A" ADDITIONAL SPECIAL DIRECTIVES OF JOHN S. DOE AND MARY A. DOE Page of "EXHIBIT A" ~? ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA TRUSTEES AND SETTLORS OF THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST ,._ "EXHIBIT A" ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND TRFNE H. ZUBA Page of "EXHIBIT A" ADDITIONAL SPECIAL DIRECTIVES OF -' JOSEPH S. ZUBA AND IRENE H. ZUBA TRUSTEES AND SETTLORS OF THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST ~~ - - "EXHIBIT A" ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA Page of "EXHIBIT A" '~ `; ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA TRUSTEES AND SETTLORS OF THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING TRUST --EXHIBIT A" ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA Page of "EXHIBIT A" . ~ '; ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA TRUSTEES AND SETTLORS OF THE JOSEPH S. ZUBA AND IRENE H. ZUBA REVOCABLE LIVING- TRUST i~ \~ -- "EXHIBIT A" ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA Page of r The foregoing instrument consists of , typewrittenlhandwritten pages including the signature of Witnesses, and acknowledgment of officer. We have signed our names at the bottom of '~ each of the preceding pages. DATED this _ day of , Witness Witness ~, .. ~i JOSEPH S. ZUBA IRENE H. ZUBA Address Address "EXHIBIT A" ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA Page of COMMONWEALTH OF PENNSYLVANIA ~~ ~ COUNTY OF CUMBERLAND This instrument was acknowledged before me on the day of by JOSEPH S. ZUBA as Settlor and Co-Trustee to certify which witness my hand and seal of office. Notary Public, Commonwealth of Pennsylvania COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND This instrument was acknowledged before me on the day of by IRENE H. ZUBA as Settlor and Co-Trustee to certify which witness my hand and seal of office. Notary Public, Commonwealth of Pennsylvania ~} rrEXHIBIT Arr ADDITIONAL SPECIAL DIRECTIVES OF JOSEPH S. ZUBA AND IRENE H. ZUBA Page of TENANCY AGREEMENT This Tenancy Agreement is entered into on this day by and between 30SEPH S. ZUBA AND IRENE H. ZUBA. FACTUAL SUMMARY JOSEPH S. ZUBA AND IRENE H. ZUBA were married on /7 > j_~~~ , and since that date have acquired title to property as joint tenants with right of urvivorship. JOSEPH S. ZUBA AND IRENE H. ZUBA have created an estate plan using a revocable living trust and companion pour-over wills, and they now wish to convert all or part of their joint tenancy into tenancy in common property. JOSEPH S. ZUBA AND IRENE H. ZUBA are aware that they may, by agreement, convert their joint tenancy property into tenancy in common property so that they may better control their respective interests in the property on each of their deaths. AGREEMENT TO CHANGE JOINT TENANCY ASSETS TO TENANCY IN COMMON JOSEPH S. ZUBA AND IRENE H. ZUBA hereby grant, convey and transfer their respective ~~ " ~ interests in their joint tenancy property to themselves as tenants in common, except for jointly-held ~~~--' property in Schedule A of this Tenancy Agreement, if any. JOSEPH S. ZUBA AND IRENE H. ZUBA intend this agreement to be binding on themselves and on aII others as to property held in joint tenancy with right of survivorship as of the date of this agreement regardless of the manner or form of the written title. ..,--" J EPH S. ZUBA AND IRENE H. ZUBA make this agreement on the ~ day of ~• J SEPH .ZUBA ~ ~~-~` IRENE H. A REVOCABLE LIVING TRUST AGREEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. ACKNOWLEDGMENT This instrument was acknowledged before me on the date herein set forth JOSEPH S. ZUBA AND IRENE H. ZUBA as husband and wife to certify which witness my hand ar~.l seal of office. ~~ Public ,- ~' -- My Commission Expiyes: .1 ~~ rNERDINE T. LEWt~SANOTARY PUB~IG M1`~COMMIS'S DN ~XPI E~$ SEPT. 25N2006 REVOCABLE LIVING TRUST AGREEMENT SCHEDULE A r~ ti REVOCABLE LIVING TRUST AGREEMENT SEPARATE PROPERTY LISTING `; OF JOSEPH S. ZUBA The following items are the separate property of JOSEPH S. ZUBA either by operation of law or by agreement of both spouses: 2 3 4 S 6 7 8 9 10 11 12 13 -_ ' 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 REVOCABLE LIVING TRUST AGREEMENT 32 33 ~~ 34 35 36 37 38 39 40 Signed this day of , JOSEPH S. ZUBA, Declarant Approved and accepted this day of , (. ~) IRENE H. ZUBA, Spouse COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND On this the day of ,before me, a Notary Public, personally appeared JOSEPH S. ZUBA and IRENE H. ZUBA, personally known to me to be the persons whose names are subscribed to this instrument, and acknowledged that they executed it for the purposes herein expressed. Notary Public, Commonwealth of Pennsylvania REVOCABLE LIVING TRUST AGREEMENT SEPARATE PROPERTY LISTING OF IRENE H. ZUBA The following items are the separate property of IRENE H. ZUBA, either by operation of law or by agreement of both spouses: 1 2 3 4 5 6 7 8 9 10 11 12 -, 13 ( -- 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 REVOCABLE LIVING TRUST AGREEMENT 32 ~ 33 34 35 36 37 38 39 40 Signed this day of , IRENE H. ZUBA, Declarant Approved and accepted this day of , r _ 'i JOSEPH S. ZLTBA, Spouse COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND On this the day of ,before me, a Notary Public, personally appeared JOSEPH S. ZUBA and IRENE H. ZUBA, personally known to me to be the persons whose names are subscribed to this instrument, and acknowledged that they executed it for the purposes herein expressed. Notary Public, Commonwealth of Pennsylvania REVOCABLE LIVING TRUST AGREEMENT FAMILY SETTLEMENT AGREEMENT WITH REGARD TO THE INTERPRETATION AND IMPLEMENTATION OF THAT CERTAIN REVOCABLE LIVING TRUST AGREEMENT DATED APRIL 4, 2003, BY AND AMONG JOSEPH S. ZUBA AND IRENE H. ZUBA, HIS WIFE, THEY BEING RESPECTIVELY GRANTORS, SETTLORS AND CO-TRUSTEES AND BY AND AMONG THE SAID IRENE H. ZUBA, NOW THE UNREMARRIED WIDOW OF THE SAID JOSPPH S. ZUBA, AND HER THREE CHILDREN, TO WIT: ARLENE A. BOHENICK; JOSEPH S. ZUBA II, AND JEFFREY F. ZUBA, . AS BENEFICIARIES THEREOF. WHEREAS, in or about the spring of 2003 Joseph S. Zuba and Irene H. Zuba, his wife, were approached by sales persons associated with one Brett Weinstein, Esq. Mr. Weinstein has gained some notoriety among the legal profession and among estate planners and financial advisors for, inter alia, having aggressively packaged and sold Revocable Living Trusts; and WHEREAS, various representations have been made from time to time by various persons associated with Mr. Weinstein and his business operation as to the nature of Revocable Living Trusts as well as to what they will do for people and their surviving children or beneficiaries. These representations usually and principally having been centered on the elimination of probate associated expenses and the saving of death taxes, which in some cases may or may not prove to be true (See in this regard a Google search of Brett Weinstein, paying particular attention to the website of the Pennsylvania Attorney General's Office); and WHEREAS, Joseph and Irene Zuba, without the benefit of separate or independent legal- counsel were induced to "sign up" for a Weinstein Trust, upon various representations, among those representations being that they would have nothing to do or next to nothing to do upon the death of the first of them and that there would be no death taxes or estate administration associated with the death of the first of them to expire; and WHEREAS, Weinstein's associates proceeded to provide what appears to be some "canned" form of Revocable Living Trust which they proceeded to have implemented by having the Zubas sign assorted signature pages, addendums, and the like; and WHEREAS, a close review of this "canned" form shows that it was most likely one designed to be used in California or some other western state rather than in Pennsylvania (despite a reference to the Pa. PEF Code in Sect. 5.02) in that it refers to "community property" in several places, to wit: Sect. 1.06.4; and WHEREAS, the said Zubas were given virtually no "hands on" administrative direction or help, and those items which went into the trust by assignment or re-titling were always regarded by Page 1 Zubas as if they had been and continued to be entireties property, rather than having been partitioned or divided into undivided or other one-half interests as tenants in common or separately: and WHEREAS, Joseph S. Zuba departed this earthly life on December 25, 2008, testate, with a "canned" form of "pour over Will" also prepared as part of the Weinstein Trust kit which thus far has not been probated and thus far there appears to be no reason to necessitate its being probated; and WHEREAS, upon the death of Joseph S. Zuba, Irene H. Zuba, his surviving widow, sought professional counsel as to the requirements of filing Inheritance Tax Returns and of administering the Trust; and WHEREAS, all indications and representations given to her and all intentions formed by her and her now deceased husband as to the administration and operation of the instant Trust were that it would be held and administered as if it and all properties within it were entireties property meaning that upon the death of the first spouse to die the surviving spouse would already own and would continue to own the property without the necessity of division beforehand nor after; and WHEREAS, the Weinstein Trust document, in Sect. 1.06, provides directions for lifetime administration which refer to the allocation of property into separate shares, an allocation and holding that was never intended by Zubas and never understood by Zubas and never carried out by Zubas; and WHEREAS, the Weinstein Trust document, in Sect. 3.03, provides directions for the further division of the purported separate share of the decedent, Joseph S. Zuba, into two additional shares, one for a Credit Shelter Trust and one for a Marital Deduction Trust; and WHEREAS, the aforesaid Zuba children, as beneficiaries understand that if such division and implementation is made that they would arguably have vested shares in remainder that they would not otherwise have; and WHEREAS, the underlying separation during lifetime has never been accomplished and to attempt to do so now after the death of Joseph S. Zuba would be against all intentions and understandings of the Zubas; and WHEREAS, all of the abovementioned said Zubas are in agreement that they wish to avoid the pitfalls, costs, attorneys fees, acrimony and animosity, as well as the uncertainty that could be incurred as a result of litigation or arbitration of this issue and matter, they have determined to enter into a Family Settlement Agreement. IN WITNESSETH WHEREOF, all of the aforesaid Zubas enter into and make this Family Settlement Agreement, as follows, to wit: 1. It is officially and formally hereby recognized that Joseph S. Zuba, and Irene H. Zuba, his wife, never made a division of the Trust property and never intended to do so. Page 2 2. It is agreed that no division is to be made now. Rather, Irene H. Zuba shall have control of the Trust assets as if the same had been held and are now held as tenancies by the entireties, she being the now sole survivor. 3. It is currently contemplated that the same three beneficiaries, to wit: the three above- . named Zuba children, will continue to be the residuary beneficiaries in equal shares upon the death of Irene H. Zuba and the final administration, division, and distribution of the Trust, however, nothing herein contained shall be taken to abrogate any rights that Irene H. Zuba had, holds, or will hold in the future in any of her capacities as Grantor, Settlor, Surviving Trustee or beneficiary. 4. So far as it may deemed necessary to have amended, partially revoked, or to have restated the said Trust document or any part or parts thereof, this Agreement shall be and serve as and for the same and shall be attached to and incorporated into the said Weinstein Trust document as if had been part and parcel thereof. 5. This Agreement as to its final implementation is dependent upon the receiving of a final zero balance sheet from the Pennsylvania Department of Revenue, Inheritance Tax Division with regard to the final calculations made by Irene H. Zuba on the final Inheritance Tax Return submitted by her to the Department of Revenue for review and acceptance. 6. THIS AGREEMENT HAS BEEN DRAFTED BY CHARLES E. SHIELDS III, AS SCRIVENER, ACTING ON BEHALF OF AND IN THE INTEREST OF IRENE H. ZUBA. THE OTHER SIGNATORIES HERETO HAVE EITHER BEEN SATISFIED WITH THE DOCUMENT ON THEIR OR'N OR HAVE SOUGHT AND RECEIVED INDEPENDENT LEGAL ADVICE, ALL OF WHICH IS HEREBY ACKNOWLEDGED BY THEIR SIGNATURES HEREIN BELOW. IN WITNESS WHEREOF, the parties hereto, for and in consideration of one ($1.00) dollar and other good and valuable considerations, passing from each to the other, the receipt whereof is hereby acknowledged, and intending to be legally bound hereby, and to bind their respective heirs, executors, administrators, successors, and assigns, have hereunto affixed their hands and seals, the date set opposite to their signatures hereinbelow. ~ 1~ ~_ ~.~ Witnes Date OB Witness Date Page 3 *.J~ V - (SEAL) IRENE H. ZUBA A LR~EN~E~A. OHEIVICK ~ ~ 15 Witness i ess fY a2c o 4 = (SEAL) Date J EP A, II f°~ © ~ D~ ~~ ~ (SEAL) Date JE Y y Z Page 4 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) ___. On this, the - day of ~ ~ ~ , A.D. 2009, bcforc me the undersigned officer, personally appeared IRENE H. ZUBA, known to me, (or satisfactorily proven) to be the persons whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Page 5 coMMONwEAi:r~ ~~ ~EWN$YLVANIA NOTARIAL SEAL CHERYL R. GARI~AN, Notary Public Camp Hill Boro. Cumberland C ~ ~y Commissioe Expires May 20, COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) ~~ A.D. 2009 before On this, the day of ~" ~--~ , me the undersigned officer, personally appeared ARLENE A. BOHENICK, known to me, (or satisfactorily proven) to be the persons whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Page 6 COMMONW~fiR ~~ P F~i~BYLYANIA NOTARIAL SEAL CHERYL R. GARMAN~ Notary Public Cep Nit 6oro~ Cumberland C ~ MY Corttmtssan Expires May 20. STATE OF FLORIDA ) SS. COUNTY OF /~ ~ 0/ D(! ) ~~ A.D. 2009 before On this, the day of /~ , me the undersigned officer, personally appeared JOSEPH S. ZUBA, II, known to me, (or satisfactorily proven) to be the persons whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. /~ Notary Public ~!~ ~• • .~.. qY.... ,p "POINT M DAMS ~ ~ TO ``~~ ~ °~ ' ' _ MY OOMMISSION # DD6006~i '~ ~e MY t`.~3~..:~ss'S; . ,..- Q ,:.,., ~p~~oaA EXPIRES: Oct. 1, 2020 ~~FF~~ != i.>=~;c~5 ~. (~ 39~Of 53 Florkie Ptctery Servfcscom t~ 3Ge-[3t5,3 -:.: ~ rF.: Page 7 STATE OF NEW JERSEY ) SS. COUNTY OF ~ ~j S ) On this, the ~ ~ da of ~~' % 0~3~ ~ A.D. 20 y ~~, ticfirc me the undersigned officer, personally appeared JEFFREY F. ZUBA, known to me, (or satisfactorily proven) to be the persons whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal 1Qotary Public ANA ~A l~~O~CA 3~ Aft i t~. ~ ~'~~'s "?~-~;; Cs~ac~ ~ ~11~i~0 s i Page 8