Loading...
HomeMy WebLinkAbout08-05-1115056041158 REV-1500 EX (Oti-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box zaosot INHERITANCE TAX RETURN 21 10 0118 4 Harrisburg, PA 171 z8-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 182-46-3451, 11,1,02010 04111916 Decedent's Last Name Suffix Decedent's First Name M I LONG ANGELA R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Sate Deposit Boxes ^ (Attach Copy of Will) ^ 10 (Attach Copy of Trust) f d th dit d t l P C 9113(A) ^ 11 Election to tax under Sec 9. Litigation Proceeds Received . ea a e o overty re ( Spousa . . 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 BRYAN S BREIDIGAf1 717-520-5667 Firm Name (If Applicable) BRYN MAWR TRUST COMPANY First line of address 1 W CHOCOLATE AVE, STE 200 Second line of address City or Post Office HERSHEY State ZIP Code PA ],7033 REGISTER OF WILLS USE ONLY .. ~ ;-") ~~ - - ~ =~ ., ;. ~~ iz, , - w:: -- - ,_ c, ;~. c. 1 ~-. ~.:~ - -;, - - ._ - ;~. - DATE:6ILED - : = j "7 .. ~ _. r'*'t ~'~ ~ -r7 Correspondent's a-mail address: B B R E I D I G A M a~ B M T C• C O M Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUR F S SPONSIBLE FOJ~ FILING RETURN DATE PLEASE USE ORIGINAL FORM ONLY Side 1 15 0 5 6 0 4115 8 sMasa~ s.ooo 15056041158 'r. 15056042159 REV-1500 EX Decedent's Social Security Number 182-46-3451 Decedent's Named O N G ANGELA _____ - _ ____ ___. __ __ - ~ RECAPITULATION 1. Real estate (Schedule A) 1. 0 - 0 0 2 Stocks and Bonds (Schedule B) . 2. 0 • 0 0 3 Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • 3. 0 . 0 0 4. Mortgages & Notes Receivable (Schedule D). 4. 0 • 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5. 3 7 5 7 9 - 0 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 0 , 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. ], 7 9 0 9 6 5. 0 0 8. Total Gross Assets (total Lines 1-7). . ..... .. ........ ... 8. 18 2 8 5 4 4 - 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . 9. 5 3 4 8 6 . 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10. 2 2 0 3 5 - 0 0 11. Total Deductions (total Lines 9 & 10) . 11. 5 5 5 21 - 0 0 12. 13. 14. Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . Net Value Subject to Tax (Line 12 minus Line 13) 12. 13. 14. 17 7 3 0 2 3 • 0 0 ~, 5 0 0 0 • 0 0 17 5 8 0 2 3 • 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .ofL 0 .0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal ratex.o~-5 1758023.00 16. 79],1,1.00 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0, 0 0 19. TAX DUE 19. 7 911,1 • 0 0 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042159 snnasas2.ooo 15056042159 REV-1500 EX Page 3 Decedent's Complete Address: File Number ~l, l,ll f11,1,R4 DECEDENTS NAME LONG A G A R STREET ADDRESS CUMBERLAND CITY CAMP HILL STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit D • D D B. Prior Payments 7 6 0 0 0. 0 0 C. Discount 3 9 5 6 • 0 0 (1> 79],1,1, • DO Total Credits (A + g+ C) (2> 7 9 9 5 6 D D 3. Interest/Penalty if applicable D. Interest 0 • 0 0 E. Penalty D • D D TotallnteresUPenaRy(D + E) (3) D D D 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 8 4 5 • D D 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 • 0 0 A. Enter the interest on the tax due. (5A) 0 • D 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0 • 0 0 Make Check Payable to: REGISTER OFWILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; . X c. retain a reversionary interest; or . ^ d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ^ ^ without receiving adequate consideration? . . " " ^ 0 or payable upon death bank account or security at his or her death? in trust for 3. Did decedent own an 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ ^ contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent (72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5j percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 6M4671 1.000 COMIv10NWEALTH OF PENNSYLVANIA. DEPARTMENT OE REVENUE BUREAU Of INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA. i 71 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 013976 HERSHEY TRUST COMPANY PWMG ONE WEST CHOCOLATE AVE SUITE 200 HERSHEY, PA 17033 ~o~~ ESTATE INFORMATION: ssN: 182-4s-3451 FILE NUMBER: 21 10-1 184 DECEDENT NAME: LONG ANGELA ROSE DATE OF PAYMENT: 02/03/201 1 POSTMARK DATE: 02/02/201 1 couNTY: CUMBERLAND I DATE OF DEATH: 1 1/ 1 0/201 0 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 576,000.00 TOTAL AMOUNT PAID: 576,000.00 REMARKS: HERSHEY TRUST COMPANY CHECI<# 110634 INITIALS: WZ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER REV-1508 EX + (8-g8) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, $ MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER ANGELA R. LONG 21 10 01184 Include the proceeds of litigation and the date the proceeds were received by the estate. All orooertv jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Superior Plus Energy 903 Credit balance 2 Capital Blue Cross 176 Refund due to death 3 Citizens Bank Gold Circle Checking Acct #6231292782 7,298 4 Citizen Bank Circle Checking Acct # 6231663764 3,686 5 Avalon Insurance Company 49 Refund due to death 6 Travelers Insurance 14 Refund due to death 7 Miscellaneous personal property 16,615 See attached appraisal, listing of sales proceeds and worksheet. 8 Miscellaneous pieces of jewelry 8,838 See attached appraisal. Mean value computed for items appraiser provided a range of value. TOTAL (Also enter on line 5 Recapitulation) $ ~ 37 , 57 9 3wa8no t.ooo (If more space is needed, insed additional sheets of the same size) Angela Long Estate 2110-1184 Schedule E, Item # 7 Miscellaneous personal property Personal Property Valuation Value per Rowe's Auction House appraisal 10;475.00 Less items sold Dining room -set of dishes (85.00) Dining room -andirons (150.00) Living room -corner cupbroad (maple & cherry) (1,250.00) Living room -decoy (55.00) Living room -Dutch cupboard (walnut) (2,250.00) Office -Stand, 1-drawer, dropleaf (115.00) Office -clock (115.00) Office - eisel (not listed as separate item) 0.00 Outside -fountain (not listed as separate item) 0.00 Plus proceeds of sale for above items Dining room -set of dishes - Wedgewood Mandarin set 130.00 Dining room -andirons 210.00 Living room -corner cupbroad (maple & cherry) 2,700.00 Living room -decoy 450.00 Living room -Dutch cupboard (walnut) 5,750.00 Office -Stand, 1-drawer, dropleaf 160.00 Office -clock 160.00 Office - eisel (not listed as separate item) 100.00 Outside -fountain (not listed as separate item) 500.00 Total valuation for personal property 16.615.00 ROWE'S AUCTION SERVICE 211 N. OLD STONE HOUSE ROAD CARLISLE, PA 17015 717-249-1978 To: Lisa Piergallini Hershey Trust Company 1 West Chocolate Avenue, Suite 200 Hershey, PA 17033 From: William G. Rowe, Appraiser Rowe's Auction Service 211 N. Old Stone House Road Carlisle, PA 17015 Re: Personal Property Appraisal Estate of Angela Long 819 Country Club Road Camp Hill, PA 17011 Date: January 20, 2011 GARAGE Oval mirror $35.00 Baskets $25.00 Refrigerator -old, no value $0.00 Wheel chair -bath lift, etc. - no value $0.00 OUTSIDE Lawn ornaments $50.00 Metal patio set $65.00 Wicker set - as is $25.00 Grill $20.00 BASEMENT Chair $5.00 Rocker $30.00 Luggage $5.00 Cabinet - no value $0.00 Books $15.00 Miscellaneous household $15.00 Book of frames $20.00 Christmas items $15.00 Cook books $35.00 Lamps $20.00 KITCHEN Modern dry sink $65.00 Refrigerator -appraised w/house $0.00 Hitchcock chairs, pair $40.00 Bowls $35.00 Dishes $15.00 Collector plates $10.00 Rug $5.00 Miscellaneous household $15.00 Small appliances $10.00 Long Appraisal 1 01/20/2011 BREAKFAST ROOM Table / 4 chairs $105.00 Butler's tray $45.00 Toy chest $15.00 TV /electronics $60.00 Rug $40.00 Love seat $20.00 Chairs, pair $25.00 Lamp table, 1-drawer $75.00 Stand, 3-drawer $80.00 Wall clock $115.00 Vase $15.00 DINING ROOM Table / 6 chairs $285.00 Desk $150.00 Clock $100.00 Statuary $25.00 Tri-fold screen $80.00 Small china closet $85.00 Knick knacks $50.00 Server $110.00 Tea set $75.00 Lamps $50.00 het dishes Sold @ auction $85.00 Flatware /chest $80.00 Crystal $50.00 Dishes $15.00 Bar $115.00 Silver plate serving pieces $50.00 Candlesticks $15.00 Andirons Sold @ auction $150.00 Stool $20.00 Miscellaneous housewares /decorations $35.00 LIV-NG ROOM Books $20.00 Shelf knick knacks $15.00 Upholstered chairs, pair $80.00 Wing chair $20.00 Lamp stand $25.00 Lamps $20.00 Chinese rug $115.00 Wall table $150.00 Corner cupboard, maple & cherry, antique Sold @ auCti on $1,250.00 China, soft paste $50.00 Imperial glass $20.00 Collectibles $60.00 Baskets $10.00 ~ecov $O1 d @ dUCti on $55.00 Small electric organ $25.00 Ash tray stand $45.00 Wing chair $50.00 Nest of stands $95.00 Chocolate set $25.00 Miscellaneous china $45.00 Long Appraisal 2 01/20/201 i Set dishes $165.00 Tea pot, ironstone $40.00 Wing chairs, pair $110.00 Stand $15.00 Brass bucket $20.00 Brass tinder box $25.00 TV /cabinet $45.00 Art books $50.00 Statuary $105.00 Foot stool $10.00 Decorations /wall hangings $40.00 Bar cabinet items $40.00 Dutch cupboard -walnut, antique Sold @ duCtl011 $2,250.00 CLOSET/PANTRY Household $15.00 Vacuum $20.00 Linens /quilt $150.00 BEDROOM Bed $65.00 Old photos $20.00 Small chest $35.00 Chest, 4-drawer $45.00 Stand, round, pedestal $75.00 Lamp $10.00 BEDROOM Bedroom set $350.00 Love seat $25.00 Lamps $25.00 Recliner $50.00 Small chest $15.00 TV $25.00 Round stand $30.00 Stool $25.00 Costume jewelry $45.00 HALL Credenza with lamps & mirror $85.00 BEDROOM Table $75.00 Lamps $10.00 Day bed $55.00 Quilt /linens $245.00 Wing chair /ottoman $75.00 Butler's tray $65.00 Rug $5.00 Jewelry box $15.00 Wall table $75.00 IJ~iscellaneous household $30.00 Linens /bedding $20.00 Long Appraisal 3 01/20/2011 OFFICE Computer desk -older computer $35.D0 Clock $25.00 Stand , 1-drawer $95.00 Stand. 1-drawer. drooleaf Sold @ aUCtlOn X115.00 Upholstered chairs, pair $40.00 Rug $25.00 Books $40.D0 Desk $110.00 Stoo! $15.00 Chair $35.00 Cupboard $115.00 dock ..i;L~L Sold @ auction $110.00 Miscellaneous household $40.00 Lamps $10.00 TOTAL $10,475.00 William G. Rowe Long Appraisal 4 01/2D/2011 25Q5 Ritner Hig'hwa}- Carlisle, PA 1701 Bill Rowe ('AU 1b38L) 249-1978 697-4794 249-2677 Dave Rowe (AU 2`'95L) Auction Is Action. Call ".owe" For ,Satisfa,cti.on. _~ ~ ~ ~ ~~ ~ ~,`_ i`+ ( SELLERS NAME '`; '~~"~ ~~ )~_ ~ ~"~ ~ ~~"~ "~ DATE ~ ADDRESS ;~ 1~' ;fem.) ~ j ~~ ~ i ~;'-~?~} {~ 1 ~~ i, PHONE o - ±, OTHER ' ~ c'-w~c>cc-'r~~~w: '~-~~~ `>_ ~ -r-~~++~ (J~ AUCTIONEER °< ~,`Z AUCTION DATE/LOCATION ~~-=~ ~ ` ~ ~~-' 1 ~ ~ `~~ CLERK ~~~~ ' ', DESCR.~P~'~©I~ ~E l~fERCI~ANDISE ~ ~ / . /~ {.. d Yzft ~,~ _ `.. ~ r // I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is 8. grouped as necessar3~ 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 a ainst ny claims of the nature referred to in this agr~ernelnt. ' '}1I ) V AUCTION SIGNATUF'~~ SELLER SIGNATURE ~~ ~5 S" Total Sales (Clerking Tickets Attached) ~ ~. Less Sale Expense: -~ ~, ~Sr % Commission Auctioneer ~ ~. ~c= ~`~ --~ % Commission Clerks g OTHER: ~~ .s 4~\.-. '~, TOTAL SALE EXPENSE DEDUCTED ~ _ t ~- SELLERS NET ~ `~ ~~ ~~ ~.., -, Inipt{~,1, ^E!trtr:` ^. c'.!„lC.~•,. .. =i'f i' _. _ _. E'~ _.'t.iftl ~;t., ,Y.E'iur"tt:: t?!l;r:-;c: t_l1iC- i ._~_t~~.. -_._ t ~ ., ^~ _... ,_ ._. :... ,. ,. a. ~: _..,_._ ~ ~ .., ...'..dill'.. ~!lif'. .... t S'r'i) ihj,~l t k: p.. a '; fY ~. ... ~ :.-. J. ..:... -I~{{`jj r _~....). i ~i tr' _, }`t c.Yr; ~?.~ - ,. .,. ;:r4 it ~,~ _, Ct,-. ~ ~ l:u, .~ ~ . ~:: ) i ,k~3 ~ 's~ ~: _ .. ~-~ !.'tip ,y ( ^ - .._ .._ l.. t"1 ~) t~.....r _.. _ ,~ ~ . --f :.~' iu .. ~ .f..i tf .. ~I t 1! i, ~- wt T3~.E ._ fi~~ :'Iy-r..'..!. ......... , r'', .. i~lr':, i`li(; _ .... )"'• , ti` is i'' S. cat Fi r-, ..i '~ ':: ~ ...._, .. -° ..... .. .. _.... ~. ._ ,~ ._ ... v ,. it l.e ! .,. _.,. titi+4 _. .....I )_.. t' _. ....__ , .. ... ._- , ,._ _... t; ~ ~ ; tip: ,:.. ts.: c: _. ` c•1 .: ~;. rig .... .. ._.. 'ii, .... T.~,i r i.t"'2' ..'r''1 (ct!'i i`1:',.::Ili~ _. ._.,.. w +::'i;;;" i .4. ~ ): ~ _ _ _'_ iJ1j {:.' '.~'. 7: I VY Q 4J ~_ (71 Ci. ~ 2 v.i ^1 . .~ i i ], H', ~ .,. ...... '.:~~ . ~~; I %; • ,. i -i h. f _, r. r_. -. ' ~ ... '~ it !'.. t iIi .:. y . _.•- I 1 < :. ~ ', 4:.1 ~4 ..~' ' ! t' ( I 1 -.. j) ~ ]- 7 C! c.11' : _i _ _ : •. .. i ~' ~' i It /.:.+ ..,. tits:.. .'. v. ,_. !- __.~, _ili~ .. _.. ,. .. „_ ._ .... ,~ . _. ..~~ ... _ ._v _ .. ... ini p;l LJ, I:J V,~ Fr' .: c: t_l C.. ~ .. ;i ~ 1 ... .. ; ' ~~ _. _... ~. -~ Ci (:i _, ~ .. _, .. .. _ ,. .. I..._ _ j :.. ._ _._ .,,.. ._. !.'~...ii .. ~ it {~~{ ~.. i Ll t:' i _. ,. ~ _!1;~' y .. .~.. ~ ... _ .: r. ._. is ~~ ~ .I. r..; i~ !.i ~ ~ a ii ~I ~ ~.:: Ili F; _ _. ._....... i;~~i;;` ~ ._. ~ ....1-i 4~~e; i =: Y` ~~ i.! ~.:i"i T; ._... l~f `-~ .. ...I~.'`.~1!. , ~'i1~'~ ~ - ~! .... it t I)ir•,'GLiL. ~rit.:,l;_~,.nl .. it .,~:~~ r ,;I rl, - ,, ,. .. .. 1 i. R. .r-- ~ _,~ - _ ~--. -- . ~ ~... ", t ~n -~; ~~ ,;_ ~.. ~ ~ ~ ` ~~ ~_ ,:- at3SE .MARIE'S ANTIQUES Jewelry, Liquidati©ns, Appraisals 2136 Market Street CAMP HILL, PENNSYLVANIA 17Q11 (717) 73.8998 W 4 WJ .~ C -'~ - ~... .;~~~-~~:~'~,~.__~'~''_ {fir.. ., i`~~=~` „~~,;'. ~ i i..-6~~' l ,i I TO WIiOM TT MAY Gr?NCERN: Thisis to certifi~ that we are engaged in the jeweirv business. appraising diamonds, watches, jewelry and precious stones of all descriptions. t~Ve herer~~ith certif4~ that t~~ehavi~, this daerarefully ux'amincsd the follc~tA~ing listed and described articles, the property-cif: AngeiA Long :;auKi:ss ~'Ve estiznate the: value. as listed for insurance or other purposes at the currant retail value, excluding I'c:deral and other tax€~s. in making this Appraisal, ~~, DO NOT agreetcr purehaseor replace the articles. _____~ ___ _~ --- -- -- AFPK1-1.9>rC!'vAiilE -~'~. --- ---- 1 ~"~ : ~ 1, 1~4Kgald;pendant v~~ithappt;~~~iiilate I Carat diamond. t ~ -~ ~ in ~~l ~K ~cild. X3500-5000 ~ ~--.-~r Mout~ting ~l~IL ~old~and_cha ~; ?~~ ~ ~ j ~l~ygold mabe~pe~irl_:~nd diamond ring. Pearl fbadJy Y ;,~, : l~lem~hed. ~'~ ~ ~ 350~.~. , '-~'~~~*,~ . 3 t~K gold dian~c~nd~e~ngagerr~~nt ring approx.ima#~ly 40pt. - -~,~ dianiQnd 3~0 ~~~'~ ; ~ ~ _ 500,500 r~ ,a.; I ~. 1~4~K Heauy gold•si~net-ring. ~~~~ ~. I ~I~ ,gold inodi Ced _European cut diamond engagement ring „~,,nr-~; i apprax~mately ~.5 `Carat.diamond v~~ith sorne~sn~a?•1-chips. i1t, ~th~ ,~~~~ ; _~ _ _ ?5.00-300[1 ~ girdle f accts_ ,'~~~'.' 6' 1~~ golcl:antl dtamor~cJ ch>.p~~ot~hle ~veddirlgb~nd (.~u~tQrria ade,~'or.: ~;,~~ ~ , engagemerxt ring .listed .above) ~~~~'~r ~ 7. l~~ ~~ld diamond and .sapphire, filigree ring, 350-400 ,, ~, ~ , x ~~ ~ ~ , ~ ~~ ! ~"~. a .~~-~ ~ ~~~~~ I z ~~~ ~; ~ '~ ` 7 _ ~`"_-~, The foragaing Appraisal is made with the understanding that the AppraisoT assumes no liabilih- ~`~ `~, i v~-ith rasp©ct to and- acticsfl that meti~x be taken on the basis ofthis Appraisal. ~ 1 {.,~ I, APPRAiSFK IaATB `° *: rf --'~---° ~ ,. L ~ F ~ s k [' e:7~';c..T ti~ Y^ :, -.\,~ Y y 1°~r }r t'r~~, ~,>`> . L f 3. ~• r iC .+(.~ F ~.R~,~~~N ~aYi+l~\~~.y„ pl Ar.%L'~. t~ ~` K. ~.~,f' ,_r S" `/ ..w e y v _~ REV-1510 EX + (OS-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF ' "` ""°""" ANGELA R. LONG 21 10 01184 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBE DESCRIP110N OF PROPERTY INCLLAETIfN4MEOFTFETft4NSFEREE,THEIRRELATIONSHIPTODECEDENTAND THE DATE OF TRANSFER.ATfACHAC.OPVOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET u /o OFDECD'S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE 1. Angela R Long Trust dtd 7/20/1994 as amended 1,786,939 100.0000 0 1,786,939 See Attached Schedule 2 2004 Jaguar X-Type 2.5L Sedan VIN #SAJEA51CX4WE15679 - transferred by Angela Long to Robert Long 8/2/10 - 7,026 100.0000 3,000 4,026 Value of vehicle $7,026.00 less annual exclusion $3,000.00 TOTAL (Also enter on line 7, Recapitulation) $ 1,790,965 If more space is needed, use additional sheets of paper of the same size. 9W46AF 2.000 Angela R. Long 2110-01184 PA Inheritance Tax -Schedule G Item #1 Angela R. Long Trust under Agreement dated 7/20/1994 as amended; 4/611999, 4/27/2001, 5/29/2002 (revoked in its entirety), 4!27/2005, 312 212 0 1 0, and 4/21/2010 Shares / Item Asset Face Value per Share Taxable Value 1 Bristol Myers Squibb Co 800 26.2663 21,013.00 2 Emerson Electric Company 1,200 55.9750 67,170.00 3 Exxon Mobil Corp 947 71.0950 67,326.97 4 Frontier Communications Inc 361 9.1995 3,321.02 5 GlaxoSmithKline PLC 400 39.6300 15,852.00 Dividend payable 1 /6111 202.94 6 Harsco Corp 1,000 24.1350 24,135.00 Dividend payable 11/15/10 205.00 7 Nextera Energy Inc 800 54.0400 43,232.00 8 Pepco Holdings Inc 1,000 18.9050 18,905.00 9 Pfizer Inc 985 16.8025 16,550.46 Dividend payable 12/1/10 177.30 10 Sherwin Williams Co 500 73.2000 36,600.00 11 Southern Company 1,000 38.0400 38,040.00 Dividend payable 12/6/10 455.00 12 Verizon Communications Inc 1,506 32.7550 49,329.03 13 Watts Water Technologies Inc 500 33.4400 16,720.00 14 Ford Motor Co 6.5% due 08/01/2018 20,000 104.8750 20,975.00 Accrued interest to date of death 361.11 15 FNMA Pass Thru Blln Sngle 7 due 6/1/11 50,000 101.5518 9,867.82 Accrued interest to date of death 44.51 Accrued principal paydown to date of death 394.55 16 Abington Heights Sch Dist 3.2% due 3/15/11 25,000 100.9400 25,235.00 Accrued interest to date of death 124.44 17 Pennsylvania St 4% due 2/1/18 25,000 105.8950 26,473.75 Accrued interest to date of death 277.78 18 Butler County PA 4.25% due 7/15/26 25,000 100.3660 25,091.50 Accrued interest to date of death 342.36 Big Beaver Falls Area Sch Dist 4.375% due 19 3/15/27 25,000 100.4650 25,116.25 Accrued interest to date of death 170.14 20 Lancaster Cnty Redev Auth 5.1% due 11/15/13 25,000 110.1410 27,535.25 Accrued interest to date of death 623.33 21 American Balanced Fund 10,390.893 17.6800 183,710.99 22 Bond Fund America Inc 6,551.043 12.4700 81,691.51 23 Capital Income Bldr Fund 1,160.813 50.5300 58,655.88 24 Capital World Growth & Income Fund 2,328.075 35.9000 83,577.89 25 Income Fund America Inc 12,967.146 16.5900 215,124.95 26 Washington Mutual Investment Fds 6,379.683 26.5300 169,252.99 27 Calamos Strategic Total Return Fd 1,000 9.2025 9,202.50 28 Duke Realty Corp 400 24.1650 9,666.00 Wells Fargo Investment Advisor -bank deposit 29 sweep 103,345.85 1.0000 103,345.85 Residential real estate located at 819 Country Club Rd Camp Hill PA 17011 -sale proceeds 30 see attached settlement sheet 1 290,842.9900 290,842.99 Total 1,786,939.06 OMB Approval No. 2502-0265 ~~`~lii'il`y= A. Settlement II~II~II Statement (HUD-1) o.~E~~~ B. Type of Loan 7 Loan Number 8. Mortgage Insurance Case Number. 6. File Number: ~ RHS 3. ^X Conv. Unins. iTS ? UBOT-BINGHAM 1036281 . ~ J FHA q ~ VA 5. ~ Conv. Ins. nd/ arse noa~ eluded m o entorafs. t o ua l o e Note: Thts form rs furnaoed fowerre paid outs a e "' V nal purposes a nrormatio fhey aee shown here or losrn the c g' Items mari<ed IP~ Name and Address of Lender: F . Name and Address of Seller E p Name and Address of Borrower: . PSECU AKemi 7subota-Bin°ham 1 CREDIT UNION PLACE Bryn Mawr Trust Company, HARRISBURG PF 17110 242 N. 29th Street I , Successor Trustee of the Angela R. Long Trust Gamp Hill, PA 1701 " 1 W. Chocolate Ave #100 Hershey. PA 17033 23-2402316 I. Settlement Date . H. Settlement Agent: G. Progeny LOCahOri_ PURITY ABSTRACT COMPANY June 17 2011 819 Country Cluo Road Gamp Hill, PA 1701'. , 3329 MARKET STREET ph (717)737-8359 CAMP HILL PA 17011 Cumoerland County Pennsylvania place of Settlement Century 21 Pisaoneri Realty 3315 Market SL Camp Hill, PA K. Summary of Seller's transaction J. Summary of Borrower's transaction 400. Gross Amount Due to Seller: 315.OOO.OG 10G. Gross Amount Due from Borrower 315,000.00 401. Contract sales price 101. Contract sales pace qp2. personal ro ert I 102. Personal prooen to Borrower (Line 1400) 12,709.54 403. ~~ 103. Settlement Char es 404. 10< 105. 405. Ad~ustments for items aid b Seller in advance 34 849 Ad~ustments for items aid b Seller in advance . pg/17/11 l0 01/01/12 34 406. COUNTY/8ORO 849 . 106. COUNTY/BORO 06/17!11 10 01/01/12 407. CITY TAX to 07 162 . 107. CITY TAX tO 06/17/11 to 07/01/11 108 SCHOOL TAX 06/17/11 to 07101/11 162.07 408. SCHOOL TAX ~ 23.06 tr Sewer 5150 06/17111 to 07/01 /11 d 2 9 105. 2nd ptr Sewer 5150 06!17/11 to G7/01/11 q n . 23.08 40 410. 110. 411. 111. ~ 412. 112. 316.034.49 744.03 420. Gross Amount Due to Seller i 328 120. Gross Amount Due from Borrower . 500. Reductions in Amount Due Seller: 200. Amounts Paid b or in Behalf of Borrower ~, I 10,000.00 501. Excess deposit (see instructions) i 22 00 500 201 Deposit or earnest money . , 000.00 502. Settlement char es to Seller (Line 1400 252 202. Princi al amoum of new loan(s) . 503. Existing loan sl taken suli ect to 203 Existing loan(s) taken subect to 261.81 504. Payoff First Mortgage 204 LENDER CR=DIT - 505. Payoff Second Mortea e 205 50fi. 206 507. (Deposit dlsb. as roceeds) 207 508. 991.50 1 208 , 991.50 509. SELLER ASSIST 1 205 SELLER ASSIST , Ad~ustments for items un aid b Seller Ad~ustments for items un aid b Seller 510. COUNTY/BORO t0 210 COUNTY/BORO 10 to 511. CITY TAX 211 CITY TAX to CHOOL TAX 10 X to 512. S ~ 700.OC 212. SCHOOL TA 700.00 513. SELLER ASSIST ' 213 SELLER ASSIST . I 514 Z14 i 515 215. I 516 216 51Z 217. 518. 218 519. 219. ' 25.191.50 ~ 264,973.31 520. Total Reduction Amount Due Seller 220. Total Paid by/for Borrower Cash at settlement tolfrom Seller 600 300. Cash at Settlement fromlto Borrower . 316,03.49 I 03 601. Gross amount due to Seller (line 420) 328 744 301. Gross amount due from Borrower (line 120 . 31) 602. Less reductions due Seller (line 520) I( 25,191.SOi 973 ( 264 ~ 302 Less amount paid by/for Borrower (line 220) . . ~ 290,842.95 OX To From Seller 303. Gash I`^ j From ~ To Borrower 63 770.72 603. Cash i The undersigned hereby ac~srjowl - ge receipt of a completed py of this statement & any attachments referred to herein / Seller Bryn Mawr Trust Go ~ any, Successor Trustee > Borrower y- kemlTsubor-Bingham gY._ - rus ee inx Puolic Repon~ne aween lo• INS collewon of inlormanon rs esumaied al 35 minutes per response Icr CAlleding, rev ewing, antl repoNno Ine tlala 1Ti5 agency may nol rAlle7 leis mtormai~on, and you are npi regvrtec Iv ompieie mrs iorrn ~ orsplays a cunenuy .'abo OMe convoi numoer. No confideniiaery ~s assures: inrs avsnpsure is mandatory Tha ~s tlesgneo io provide me pani_s to a RESPA covered vansau~on w,v, ~niormai~on a., ~a me san;emen; process HUC-1 - Page i o` 3 (TSUBOT-BINGHAM.PFD/iSUBOT-BINGHAM.29) L. Settlement Charges 700. Total Real Estate Broker Fees Divtsfon o/ commrssron (hoe 700J as 70?.S 1E.900.OL tc CENTURY 21 f __.. .. rte. r:-NnIRY 21 I 704 705 706. ADD'L COMMISSION 707 70E 709 71C 71r. 772 800. I[ems Pa able in Connection with SOt. Our origination charge 802. Your credit or charge (points) for the 803. Your adjusted origination charges 804. A praisal fee to P 805. Credit Report tc C 806. Tax service tc om n.....~ ~orllfirailnr, [o L S 18.900.00 I JERI REALTY INC ~ JERI REALTY INC _ ~ ~~- ~ ~_~ 6orrowErs ~ Sellers sen emeo: ~ Senfemen: 18 900 OC tc CENTURY 21 PISCIONERI REALTY. INC. 290.00 i _ I 1 I Loan sneriiic interest rate chosen GFE #1) GFE #2) GFE #A? GFE #3) 1.1 810 (from GFE tt"3) ~ - _~- 811 900. Items Required b Lender to Be Paid in Advance y from GFE #10) 519.53 ,-:~' e~„~rt 901. Daily interest charges from 06/17/11 to 07101!11 14 @ 537.109600/da ((from GFE #3) "~ ~~ 902. Mort aqe insurance premium for months to from GFE #11) S 900 POC/B ~~ ~~,. r'7~'if 903. Homeowner's insurance for 1.0 ears is SAFECO INSURANCE CO (from GFE #11 -~- 904 (from GFE #11) ' - ''` 905. _ 1000. Reserves Deposited with Lender 4,879.45 ;w ~"`. "y~-z~ (from GFE #9) - - - 1001 INUaI deposit for your escrow account 5 0 t~ij 1002. omeowner s insurance 3.0 months a 75. 0 per moot a~ 1003. Mort a e insurance months a 5 per month S - -, 5 1004. Property taxes _ ,~._ _. COUNTY TAX months @ £ per month CITY TAX months @ S per month SCHOOL TAX months @ S per month 1005. CitvlTown Taxes months @ 5 per month months @ S per month Assessments COUNTY/BORO TAX S.ODO 1006 months @ 5 133.14 per month 5 665.70 " . 1007. SCHOOL TAY. 13.000 months @ 5 359.33 per month 7i.29 S 4,p 1008. 5 -682.5 1009. AGGREGATE ADJUSTMENT 1100. Title Char es (from GFE i 1101. Tike services and tender's tide insurance t t02 Settlement or closfno fee FIRST AMERIC ' AN TITLE INS. CO. S (from GFE i s title insurance to ~. 1103 Owner 5 1.768. t 104. Lender s tide insurance to FIRST AMERICAN TITLE INS. CO. 1105. Lenders title poiia• iimi' S 252.000.00 Gwners title ooiicy iimi; t 106 S 315,OOD.00 . Agent's portion of the total title insurance i t 07 premium to PURITY ABSTRACT COMPANY . 1108. Underwriter's portion of the total Utle insurance premium to FIRST AMERICAN TITLE INS. CO. 1105. Notary Fee to Notary Clerl: " 1110. lax Cert Fee to PURITY ABSTRACT COMPANY 1111. P.11-0971 1.935.75 5011342-002686 5011442-00192; b i 771 $ 312 1 0.00 1[uu. uovernmem ~cw~..~„y a„~ , ~..~.~.-. --.._. -- ECORDER OF DEEDS from GFE #7) --. - 153.00 f~a`?~i~?~; 120t. Government recordino charges to R 5 00 Releases S e S 90 G Mortga Other . g 1202. Deec S 63.O EEDS (from GFE #8) I 3.150.00 :: to RECORDER OF D 1203 Transfer fazes ~ • 3 150.00 1204. Cny/County tax/stamps 5 3.150.00 5 . ~ '"`' -" ~~ ;205. State taxlstamps S 3.150.00 $ ' 1206 1207 . 1300. Additional Settlement Char es ~ =~~' 1301. Required services that you can shop for (from GFE #6 13C2 ~ a35.OG 1303. HOME WARRANTY le AHS 1304 1305. 1400. Total Settlement Charges (enter on lines 103, Sec[ion J and 502, Section K) _ n r~ 12,709.54. 22.500.00 6~ s nmg o _ i o. mi_ sfafamen;. me signarones acnnowieaoe receipt of a mmpleietl copy of pane 2 8 3 0l Ihis Inrea paaa slaremenf n a / ~(/ I /I /~ PURITY ABSTRAC S/J( NY, (e/ttllt/emVen~t Agent Certified to be 6 true copy HUD-1 Page 2 of 3 (TSUBOT-BINGHAM.PFD/TSUBOT-BINGHAM; 25) REV-1511 EX+(10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF r~~~ numo~n ANGELA R. LONG 21 10 01184 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Myers-Harner Funeral Home Inc Balance due for professional services 91 B. ADMINISTRATIVE COSTS: 1 . Personal Representative Commissions: Name(s) of Personal Representative(s$Prshey Trust Company Street Address 100 Mansion Road, East City Hershey State PA ZIP 17033-0445 Year(s) Commission Paid: 2011 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant __ S}fP.P.} ACI[tfP.SS City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Hershey Trust Company Fiduciary fees through 11/30/10 Total from continuation schedules . 5,000 11,416 214 596 16,169 TOTAL (Also enter on Line 9, Recapitulation) ~ $ 3 3 , 4 8 6 swasA~ 1.01o If more space is needed, add additional sheets of paper of the same size. Estate of: ANGELA R. LONG 21 10 01184 Schedule H Part 7 (Page 2) 2 Hershey Trust Company Fiduciary fees through 12/31/10 1,216 3 PA American Water Company Balance due on acct # ending 187-4 for statements dtd 12/20/10 - 6/17/11 438 4 Penn Waste Inc Balance due on acct #0001710638 for period 12/20/10 to 6/6/11 148 5 PPL Electric Utilities Balance due on acct #02160-69000 for period 12/2010 to 5/5/11 567 6 Arcadian Lawn Care & Landscape Balance due on acct# 2010-11871 462 7 verizon Balance due on acct #7177310548 767 88Y for services 12/27/10 - 5/28/11 1,006 8 Kurt A Eby Real Estate Appraisals Real estate appraisal fee 375 9 Simply Colors repairs and maintenance at 819 Country Club Rd Camp Hill, PA 873 10 Zimmerman Plumbing & Heating Inc Repairs at 819 Country Club Rd Camp Hill, PA 679 11 Hershey Trust Company Fiduciary fees through 1/31/11 1,132 12 ADT Security Services Balance due on acct #01100-119918913 for services 12/30/10 - 6/17/11 217 13 Superior Plus Energy Balance due on acct#367680 for services 1/21/11 - 6/17/11 3,364 14 Hershey Trust Company Fiduciary fees through 2/28/11 425 15 Hershey Trust Company Fiduciary fee through 3/31/11 425 Total (Carry forward to main schedule) 11,327 Estate of: ANGELA R. LONG 21 10 01184 Schedule H Part 7 (Page 3) 16 Hershey Trust Company Fiduciary fee through 4/30/11 425 17 Hershey Trust Company Fiduciary fee through 5/31/11 425 18 Cumberland Law Journal Estate advertising expense 75 19 The Patriot News Estate advertising expense 218 20 Rowe's Auction Service Appraisal of miscellaneous personal property and commissions on sale of property 2,849 21 Borough of Camp Hill - Sewer Dept Utility expense at 819 Country Club Rd Camp Hill, PA 2/28/11 - 6/17/11 300 22 Ann Allen Miscellaneous services provided to estate 120 23 Hershey Trust Company Reimbursement for expense to replace lost safe deposit box key 15 24 Rose Marie's Antiques Appraisal of jewelry 100 25 Barbara Costik Cleaning and Organizing Services Cleaning and maintenance services provided at 819 Country Club Rd Camp Hill, PA 220 26 Wells Fargo Advisors Asset valuation and wire transfer fees 95 Total (Carry forward to main schedule) 4,842 REV-1512 EX + (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER ANGELA R. LONG 21 10 01184 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Zeplin Security Group Balance due on inv#3420517 228 2 PA American Water Company Balance due on acct # ending 187-4 for statements dtd 12/20/10 - 6/17/11 60 3 Penn Waste Inc Balance due on acct #0001710638 for period 12/20/10 to 6/6/11 46 4 PPL Electric Utilities Balance due on acct #02160-69000 for period 12/2010 to 5/5/11 119 5 Arcadian Lawn Care & Landscape Balance due on acct# 2010-11871 421 6 Montour Home Comfort Support Balance due on inv #86845 571 7 Verizon Balance due on acct #7177310548 767 88Y for services 12/27/10 - 5/28/11 299 8 U S Treasury Federal final life income tax 16,500 9 PA Department of Revenue State final life income tax 3,300 10 American Cancer Society Outstanding check at the time of passing 10 11 ADT Security Services Balance due on acct #01100-119918913 for services 12/30/10 - 6/17/11 31 12 Superior Plus Energy Balance due on acct#367680 for services 1/21/11 - 6/17/11 450 TOTAL Also enter on Line 10, Recapitulation $ 22, 035 awcsAH z.ooo If more space is needed, insert additional sheets of the same size. REV-1513 EX+(11-08) pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ANGELA R. LONG 21 10 01184 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 2116 (a) (1.2).] 1. Patricia J. Brinjac 67 South Terrace Street Wormleysburg, PA 17043 Daughter 350,000 2 Paul V. Long 2542 N 2nd Street Harrisburg, PA 17111 Son 349,999 3 Robert A. Long 819 Country Club Road Camp HIll, PA 17011 Son 354,025 4 Laura McHenry 7859 Painted Daisy Drive Springfield, VA 22152 Daughter 349,999 ENTER DOLLAR AMOUNTS FOR DISTRIBUl10NS SHOWN ABOVE ON LINES 15-THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. [[ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. See Attached 1 TOTAL OF PART II ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ $ 15 , 0 0 0 If more space is needed, insert additional sheets of the same size. awasAl z.ooo Estate of: ANGELA R. LONG Schedule J Part 1 (Page 2) 21 10 01184 Item No. Description Relation Amount 5 Amy Farina 1737 Irving Street, NW Washington, DC 20010 Granddaughter 175,000 6 Geoff Farina 2753 North Seminary Road #2 Chicago, IL 60614 Grandson 175,000 7 Alec Long 18 Pinoak Drive Phoenixville, PA 19460 Grandson 1,000 8 Ethan Long 28 Vanderbilt Road Orlando, FL 32804 Grandson 1,000 9 Ashley Lawlor 42 Glenn Road Larchmont, NY 10538 Grandson 1,000 10 Matthew Long 819 West Steet PO Box 173 Lewisberry, PA 17339 Grandson 1,000 Estate of: ANGELA R. LONG Schedule J Part 2B (Page 1) Item No. Description 1 Good Shephard Catholic Church 3435 Trindle Road Camp Hill, PA 17011 21 10 01184 Amount 15,000 LAST WILL AND TESTAMENT OF ANGELA R. LONG KNOW ALL MED? BY THIS PRESENTS, that I, ANGELA R. LONG, pres- ently residing at 819 Country Club Road, Camp Hill, Cumberlar_d County, Pennsylvania, being in good health and of sound and disposing memory, do hereby make, declare, and publish this as my bast Wi11 and Testament, hereby revoking aI1 former wills and codicils heretofore made by me at any time. PAYMENT OF EXPENSES I. Payment of Expenses: I direct that my Executors, hereinaf- ter r_amed, shall have the power, but not t1-~e duty, to pay all my just debts, expenses of my last illness ar~d funeral expenses from my estate as soon after my decease as shall be found convenient. GIFTS II, Personal and Hozzsehold Effects: I give to my childrer_, P. THOMAS LONG, LAURA MCHENRY, ItiATHLEEN J. RUSSELL, PATRICIA BRl'.NJAC, ROBERT A. LONG and PAUL V. LONG, JR. , all my tangible ~, .r , r . " :"~ . ., ~ , .. .~ , - 1 - personal property, including, but not limited to, any and all automobiles, furniture, furnishings, china, silverware, jewelry, ornaments works of art, books pictures and wearing apparel (ex- cluding cash on hand and tangible evidences of intangible person- al property) together with any existing insurance thereon, to be divided among them by my Executors in as nearly equal portions as may be deemed practicable, having due regard for the personal preferences of my children. If a child of mine predeceases me but leaves issue surviving me, that cl~.ild's share cf my tangible personal property shall be divided among his or her isst:e, per stirpes. If a child predeceases me =aitheut leaving issue surviv- ing rne, that child's share of my tangible property shall be given to my surviving children. Ar_y such property to which a minor would otherwise be- come entitled but which the Executors think unsuitable for such minor may be sold. An.y such property or proceeds from sale thereof to which a minor thus becomes entitled may be delivered to the person with whom such minor resides or who ha.s the custody of such minor, without bond, and the receipt of such person. shal~_ be a complete release of the Executors, II P.ESIDUARY ESTATE !, -- ~ - ~ - III. Residuar~ Estate: I give the rest, residue, and remainder of my estate, real and personal, wherever situated, (residuary estate) to the Trustee under that certain Trust Agreement for the Angela R. Long Trust, dated this date, IN TRUST to treat it as an addition to the principal subject to that trust agreement as it exists at my death. In the event that the said Angela P... Long Trust is riot in existence a.t the time of my death, then my residuary estate. shall be distributed. to my said. children, in equal shares. If any child of mine should predecease me or die prior to the dis- tribution of his or her share, said child's share shall be paid to his or her issue, per stirpes, if any, and in default of any such issue then living, such share shall be added to the shares for my other children. If any such issue is a minor, the co-Executors may deliver said minor's share to the person witYi whom said minor resides or who has custody of said minor, without bond, and the receipt of such person shall be a complete release of the co-Executors. In the event, however, that the co-Executors, in their sole dis- cretion, should be of the opinion that to so deliver the minor's share to the person with whom the minor resides or has custody, the co-Executors may petition any court of competent jurisdiction ;:% -~ ;: . _: _~. - 3 - for the appointment of a guardian to receive and administer the funds for the benefit of said minor. AD2~IIDTISTRA.TIVE PROVISIOA7S IV. Adopted Persons: Persons adopted during minority shall be considered as children of their adoptive parents, and they and their descendants shall be considered as descendants of their adoptive parents. JACQUELINE HALL, stepdaughter of my son ROBERT A. LONG, even though not legally adopted by ROBERT, shall be considered as a descendant or issue of P.OBERT as though she had been legally adopted, and shall be entitled to inherit hexeU.nder in the same manner as my other grarxdchildren and shall be treated equally as a grandchild and as my issue. V. Protective Provision: To the greatest extent permitted by law, before actual payment to a. beneficiary no interest in income or principal. shall be (i.) assignable by a beneficiary or (ii) available to anyone having a claim against a beneficiary. VI. Death Tares: Except as may otherwise be provided in a trust agreement or in any other trust, all federal, state and other death taxes payable because of my death en the property forming ~ . ,~ - ~ - my gross estate for tax purposes, whether or not it passes under this will, may, at the discretion of my Executors, be paid out of the prirLcipal of my probate estate so that the burden falls on my residuary estate, and none of those taxes shall be charged against any beneficiary. The provision concerning payment of taxes shall not app"ly to generation-skipping taxes and any prop- erty over which I have a general power of appointment for federal estate purposes. VII. Tax 0 tp ions: I authorize my Executors to exercise any options available in determining and paying death taxes in my estate, and to allocate my generation-skipping tax exemption. VIII. Management Provisions: My Executors shall have, in addi- tion to the powers and authority conferred upon them by law, the following additional powers anal authority: A. Se11/Lease: To sell at public or private sale, exchange, lease, mortgage or pledge any property, real or personal, at any time, and upon such terms and conditior_s as they shall deem wise. B, P.etain/Invest: To retain and to invest in all foams of real and personal property, including ,. - 5 - common trust funds, mutual funds and money market deposit accounts regardless of any limitations imposed by law on investments by executors, or any principle of law concerning investment diversification. C. Title to Property: To cause any security or other property which may constitute a portion of my estate to be issued, held or registered i1Z the executors' names, or i_n the name of a nominee, or in such form that title will pass by delivery. D. - Capital Changes: To consent to the reorganization, consolidation, readjustment of the financial structure, or sale of the assets of any corporation or other organization, the securities of which constitute a portion of my estate, and. to take any action with reference to such securities which in the opinion of the Executors is necessary to obtain the benefit of any such reorganization, consolidation, •readjustment or sale; to exercase any conversion privilege or subscription right given to them as the owner of any securities constituting a portion of my estate; to accept and hold as a portion of my estate securities resulting from any reorgani- -r - ~~-~ ___ :,. - g zation, consolidatior_, readjustment, sale, conver- Sion or subscription. E. Expense of Estate: To pay all costs, taxes, charges and expenses in connection with the administration of my estate. F, Allocate: To determine what is "income" and what is "principal" hereunder, and their decision thereor_ shall be final; and to purchase securities at a pre- mium or discount, and to apply or charge said premium or discount against income or principal as the Executors may determine. G. Borrow: To borrow rloney from any person, firm or corporatior_, including any corporation actir_g as an executor hereunder, for the purpose of protecting and preserving or impro~ring my estate hereunder; to execute promissory notes or other obligations for amounts so borrowed. H, Compro~.ise: To compromise claims and to abandon any property which, in my Executors' opinion, is of little or no value. = ~ ~~ ,. _ ~ _ I, Distribute: To distribute in kind and to allocate specific assets among the beneficiaries in such proportions as my Executor may think best, so long as the total market value of any bene- ficiary's share is not affected by such allocatior_. J. To Employ Professionals: To employ legal counsel, accountants, brokers, investment advisors, custodians, managers and other agents and employees and tc pay them reasonable compensation out of the trust or out of any fund held hereunder to which said compensation is attributable. K, Compensation of Executors: Any bank or financial institution acting as a corporate Executor of this will shall be entitled to compensation in accordance with its standard schedule of fees in effect from time to time over the period during which services are performed. Any person acting as an individual Executor or co-Executor, also shall be entitled to reasonable compensation. ,, - •' .:._, t' ,' - S - IX. Executor: I hereby nominate, constitute and appoint CoreStates Hamilton Bank, N.A. or any successor bank, whether by sale, purchase, merger or consolidation, (sometimes hereir_ "the corporate Executor") and Joseph G. Skelly, Esq. (currently of New Cumberland, Pennsylvania, and my attorney) (sometimes herein "the individual Executor") as Co-Executors of this Last Will and Testament. In the event that the said Joseph G. Skelly, Esq., has predeceased me or is unable or unwilling to act, then I appoint Richard E. Connell, Esq., (currently of Mechanicsburg, Pennsylvania and Mr. Skelly's partner) as co-Executor with CoreStates Hamilton Bank. In the event that the said Richard E. Connell,' Esq. is not living or is unable or unwilling to act, the corporate Executor shall act as the sole Executor. All references herein to "Executor" shall apply to my co-Executors. No bond shall be required of either my corporate Executor or my individual Executor, regardless of his place of residence. IN WITNESS WHEREGI', I, ANGELA R. I~ONG, the Testatrix of this, my Last T~~i11 and Testament, typewritten on ten sheets of paper which I have identified at the bottom of each page by my hand. and seal the .- day of signature, hereunto set my ~~, 194. {_.. _ Ange a R. Long _, ;~ .. ,. -y~ ,;, - 9 - The preceding ir_strument consisting of this and nine other typewritten pages, each iderstified by the signature of the Testatrix, ANGELA R. LONG, was on this day and date thereof s;gned, published and declared by ANGELA R. LONG, the Testatrix therein named, as and for her Last Will, in the presence of us who, at her request, in her presence, and in the presence of each other l~.ave subscribed our names as witnesses. i~ 1.0 ~ - f,; ; JjJ ~~~ ~f, - 1 . ARL Notary Wi1110 tar_ 3/21/94 COMM01,n,,7EALTH OF PENNSYLVANIA . COUNTY OF DAUPHIN I, ANGELA R. LONG, Testatrix whose name i5 signed to the attacl~ed or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. l`~ . /~ ... .;.~' J - ~ ~~~ ~~,ANGELA R. LONG ' -; Sworn or affirmed to and acknowledged before me, by ,~ day of ANGELA R. KONG, the Testatrix, this ,,,~~ ~` < /~,. 1994. 1 ; .n'~,a~',... lip -_ (SEAL) ~- , -~-/ ,- Notary Pu liI•' Notarial Seal Gioria A. Guddington, Notary Pubic Harrisburg, dauphin County, PA 1fy Commission Expires Feb, 14, 1998 ARL Notary Wi1110 tar.. 3/21/94 COMMONWEALTH OF PENNSYI~VANTA . COUNTY OF DAUPHIN We Joseph G,. _SkeTly and. Joan M.. McDonnell the witnesses whose names are and Nancy L Loper _ signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, ANGELA R. LONG, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and vcluntary act foz' the purposes therein expressed; that each of us in the hearing and s~_ght of the Testatrix sigr_ed the Will as witnesses; and that to the best of our knowledge that Testatrix was at that time eighteen or more years of age, of sound. mind and under no constraint or undue influence. i Sworn or affirmed to and subscribed to me before me by an d Joseph G Ske11y __, and Joan M McDonne_~ , wi~t:nes ses , this ~°~ L ~ day of ~~ - Nancy L. Loper _ ~ ;~ 4, 1994. otary Pu.bl~.c (SEAL) Notaria{ 5ea1 Clnria A. Cuddington, Notary Public ` Harrisburg, Dauphin County, PA fJiy Commission Expires Feb. 14,1998 (FIRST) CODfCIL TO LAST WILL AND TESTAMENT OF ANGELA R. LONG Hill, Cumberland I, ANGELA R. LONG, of 819 Country Club Road, Camp County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be the First Codicil to my Last Will and Testament, dated July 20, 1994. FIRST: Article /X, Executor, on page 9 of my said Last Wi11 and Testament, is hereby revoked, and the following is hereby substituted in its place: . IX. Executor: I hereby nominate, constitute and appoint HERSHEY TRUST COMPANY of Hershey, (Derry Township), Pennsylvania, or any successor bank, whether by sale, purchase, merger or consolidation, (sometimes herein "the Corporate Executor") and Joseph G. Skelly, Esq., my attorney, currently of Harrisburg, Pennsylvania (sometimes herein the "individual Executor"), as Co-Executors of this, my Last Will and Esq. has Testament. In the event that the said Joseph G. Skelly, predeceased me or is unable or unwilling to act, then I appoint Richard E. Connell, -Esq. currently of Mechanicsburg, Pennsylvania, as Co-Executor with Hershey Trust Company. In the event that the said Richard E. Connell, Esq., has predeceased me or is unable or unwilling to act, the Corporate Executor shall act as the sole Executor. All references herein to "Executor" shall apply to my Co-Executors. No bond shall be required of either my Corporate Executor or my Individual Executor, regardless of his place of residence. ~L~ ~'1 Angela R. ng SECOND: In all other respects, I hereby ratify, confirm and republish my Last Will and Testament dated Juiy 20, 1994. 1N WITNESS WHEREOF, I, ANGELA R. LONG, the Testatrix of this First Codicil to my Last Wifi and Testament, consisting of two typewritten pages which I have identified by my signature at the bottom of each page, hereunto set my hand and seas this .z7 ~ day of April, 2001. e.,~ ANGE A R. LONG Signed, sealed, published and declared by the above-named Testatrix, ANGELA R. LONG, as and for her First Codicil to her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. (signature) _--`rir}. ~;~_r;_f> ;~~ ;~~~~r~7-=,~.~~-~,-~~_ (print) ~~~-~ ~ c, ~,~ !~~ ~ ` .... ~ ~~~ - ~~~ (signature) ,: ~ ,,, (print} ,~''~C,~s-,ter', .~•- ~ 0~1 Ange .Long Commonwealth of Pennsylvania ) SS. County of ) I, ANGELA R. LONG, Testatrix, whose name is signed to the attached or ualified according to law, do hereby foregoing instrument, having been duly q acknowledge that I signed and executed the instrument as my First Codicil to my Last Will and Testament, that f signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by ANGELA R. LONG, the Testatrix, this a~ ~~-daY of ~'P~1~ , 2001. Notary Public My commission expires: P-.,...,.:; r„~~.-~.: ~ ~ ~ ~~,~. "L Public c?~~R'..~`1 ~FP~ BFBOU4~1, it'~+y !a~ P,zt3l ~,r ~s~R. 9 3, ~3 IV~r ctr~t~ttss ,,,~....;,......~. AFFIDAVIT Commonwealth of Pennsylvania j SS. County of Dauphin and the witnesses We, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, ANGELA R. LONG, sign and execute the instrument as her First Codicil to her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Codicil as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. /F~ ~ 4 3 ~ ~ day of Sworn or affirmed to and subscribed to before me this /~-~P~-tl , Zoos . ~~__---- Notary Public My commission expires: _~~:... _.._..__~.__,.f~~',t' 1~toL~~.,~11' Public ~i~,~~d1..;w.a ~~~~ 8Rl:~1,~, "fly. ~)asels~cr'~, ~ C 41~h! rr~i~sfot~ .its C;~2,13, 2tJ03 /~ r (SECOND) CODICIL TO LAST WILL AND TESTAMENT OF ANGELA R. LONG I, ANGELA R. LONG, of 819 Country Club Road, Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be the Second Codicil to my Last Will and Testament, dated July 20, 1994. FIRST: Article 11, Persona! and Household Effects, on page 1 of my said Last Will and Testament, is hereby amended as follows: My son P. Thomas Long having predeceased me, the provision in Article 1 with respect to Thomas and his issue is deleted, and the share of my personal and household effects that would have been distributed to Thomas or his issue, had Thomas survived me, shall be distributed to my remaining five children, if living, or if deceased, to their issue in accordance with said Article 11. SECOND: Article lll, Residuary Estate, on page 3 of my said Last Will and Testament is hereby amended as follows: 1. With respect to the share of my residuary estate that would have been paid to my son, P. Thomas Long, had he survived me, that share shall be held by IN TRUST for the benefit of Thomas' wife, Mary Long, during the period of her lifetime or until such time as she should re-marry. During this period of the trust, the Trustees shall pay to Mary in periodic installments, but not less than quarter- annually, the income from the principal of said trust, and such amounts of the principal from time to time as my Trustees, in their Angela R;:Long 1 sole fiduciary discretion, shall deem prudent for her support and maintenance, taking into account her other resources and sources of income. In making payments of principal hereunder, the Trustees shall have the right to exhaust the principal with the exception of Four Thousand Dollars ($4,000) thereof, which shall be held in reserve for the benefit of Thomas' four sons, listed in subparagraph 2b below, and paid to them in accordance with said subparagraph. 2. Upon Mary's death or at such time as Mary should re-marry, the trust for her benefit shall terminate and any remaining principal and accumulated income shall be distributed as follows: 000) shall be paid to each of Thomas' Thousand Dollars ($1 O a. , ne four sons, Alec, Ethan, Ashley and Matthew. In the event that aid son should be deceased at the time of distribution of his. any s respective share, his share shall be divided among, and paid to, the surviving sons. b. The remaining balance shall be paid to my five children, Laura, Kathleen, Patricia, Robert and Paul, in equal shares, if living, or to their issue, if deceased, in accordance with Article III of my Last Will and Testament. ersons (including corporate) acting as co-Executors of my Th c. e p Last Wifl and Testament are hereby appointed as my Trustees hereunder without the necessity of a fiduciary bond. d. In the event that the Trustees, in their sound fiduciary discretion, should determine at any time that the size of the trust does not warrant the cost of continuing it, or that its administration would be impractical for any other reason, the Trustees may pay the principal and any accumulated income to Mary and Thomas' sons, as provided for above, free and clear of any trust provisions, and the said trust shall terminate. .-;- ~ ,, .._, Angela R.,Long 2 THIRD: In all other respects, I hereby ratify, confirm and republish my Last Will and Testament which now consists of the original instrument dated July 20, 1994, the First Codicil, dated April 27, 2001, and this Second Codicil. IN WITNESS WHEREOF, I, ANGELA R. LONG, the Testatrix of this Second Codicil to my Last Will and Testament, consisting of three typewritten pages which I have identified by my signature at the bottom of each page, hereunto set my hand and ~~ `7 ~ r seal this _~ day of i ~ - ~~~'" , 2002. ` ~" .. C ~„--~ ~ f ANGELA R. LONG ~~~ Signed, sealed, published and declared by the above-named Testatrix, ANGELA R. LONG, as and for her Second Codicil to her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. (signature) ~~:~::~v~.~:- ~~ ~ } ~"~;,:~..%~..";!.., ' „ _ ~ ~ •~ (print) ~ 1 ~! ~. r ~,~j s ~ ~,,,~'~ t~ j ~~~~ ;,~. ..) ~, ~ ~ i ~ , .~~A (signature) ~ ~ - ~ (Print), I L~ ~ ~`~~~~ ~ ~~ ~ 1 ~~"'6~'yC~?,+~'1 ,,~; y, i ~ . ~d~ ~, ~,~. ~ < 1..._ .. .~ Angela R;iLong 3 Commonwealth of Pennsylvania } SS. County of ) I, ANGELA R. LONG, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Second Codicil to my Last Will and Testament, that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by ANGELA R. LONG, the Testatrix, this day of , 2002. ~~( Notary Public My commission expires: ~a~ ~03 Notarial Seal Lisa Conway, Notary Public Susquehanna7wp., Dauphin County My Commission Expires Mar. 24, 20 3 AFFIDAVIT Commonwealth of Pennsylvania ) SS. County of Dauphin ) We, ~,{U C~ ~C(~C~.(U and 1~G~~Cc-~14-- ~• ~~ b the witnesses whose names arJJe signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, ANGELA R. LONG, sign and execute the instrument as her First Codicil to her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Codicil as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me this ~~ day of 2002. My commission expires: ~ ~~ ~~3 tVoi<~rial Soa1 Lisa conway~ No#ary Public Susquehanna Twp., Dauphin County My Commission Expires Mar. 24, 2003 b~ Notary Pu is rJ TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST ,'"_. ~. ,, . THIS TRUST AGREEMENT made, executed and concluded in dupli- cate, this ~- ~ ~' day of ~1~~•~~- 1994, by and between ANGELA ~~ .ti ;- R. LONG of Camp Hill, Pennsylvania, party of the first part, hereinafter designated "Grantor" and ANGELA R. LONG, of Camp Hill, Pennsylvania, party of the second part, hereinafter des- ignated as "Trustee" or "the Trustee", WITNESS that, the parties hereto, for and in consideration of the benefits to be derived herefrom, and intending to be le- ga11y bound hereby,~agree as follows: I. CREATION OF TRUST } '~) is~ I.I Trust Property. those assets which made apart hereof. additions thereto in terms and conditions The Grantor hereby transfers to the Trustee .re listed in Schedule A attached hereto. and The Trustee shall hold such property and any trust for the uses and purposes and upon the hereafter provided in this agreement. .~;:~' i 5±' , 1.2 Life Insurance. Grantor may deliver to Trustee certain life insurance policies owned by Grantor and has or may cause the Trustee to be designated as beneficiary of them. Those policies, any other policies that may be delivered to Trustee and af.which Trustee may be designated as beneficiary, the proceeds' of all such policies payable to Trustee, and any other property that may be received by Trustee, shall be held ,and disposed of as provided r' ^ '1 ,, ~2 ~' herein. II.~ THE TRUSTEES 2.1 Designation of Successor Trustees. In the event of death or incapacity (as defined in paragraph 5.5 herein) of ANGELA R. LONG, Trustee, CoreStates. Hamilton Bank N.A., or any successor bank, whether by sale, purchase, merger or consolidation, (some- times herein "The Corporate Trustee") and Joseph G. Skelly, Esq., currently of New Cumberland, Pennsylvania and my attorney, (some- times herein "the individual Trustee") shall immediately, without the need of any further or formal appointment, become the substi- tute or~ successor co-Trustees of this trust. In the event that the said Joseph G. Skelly is not living or is unable or unwilling to act as a co-Trustee, then I appoint Richard E. Connell, Esq. - 2 - currently of Mechanicsburg, Pennsylvania and Mr. Ske11y's Zaw Partner as co-Trustee with the said CoreStates Hamilton Bank. In the event that the said Richard E. Connell is not living or is unable or unwilling to act, the corporate Trustee shall act as the sole Trustee. No bond shall be required for the substitute or successor co-Trustees. In the event that the said CoreStates Hamilton Bank is unwilling or. unable for any reason to act as a successor co-Trustee, the individual Trustee, or if he shall fail to do so within 60 days, any beneficiary of this trust or any other person having an interest in the proper administration of the trust, may petition, or otherwise apply to, any court of com- petent jurisdiction for the appointment of.a successor Corporate Trustee. A11 references herein to "a Trustee" or "my Trustee" .shall apply to any successor Trustee or co-Trustees. ~V ~~ ~~ 2,2 Affidavit of Successor Co-Trustees. Upon assumption of the duties of successor co-Trustees, the successor .Trustees may, if they deem it prudent, file with the appropriate office of the Court of Common Pleas of Cumberland County or other court of competent jurisdiction, an affidavit verifying that they have assumed the duties of Trustee under the Trust Agreement. Such affidavit shall be conclusive evidence to third parties that the said co-Trustees have authority to act on behalf of Grantor and may be relied upon by any third ,party. - 3 - 2.3 Removal of Trustee. A Trustee may be removed at any time for any reason which would constitute cause for removal of a fi- duciary under the then current laws of the Commonwealth of Pennsylvania. Any beneficiary of this trust or any other person having an interest in the proper administration of the trust may petition, or otherwise apply to, any court of competent jurisdic- tion for the removal of a Trustee. III. GRANTOR'S LIFETIME TRUST ~/-.1 3.1 Grantor Living and Competent. While .Grantor is living, Trustee shall dispose of the net income and principal in this trust as Graxi'tor may direct Trustee from time to time by a writ- ten instrument signed by Grantor and delivered to Trustee. Any income not disposed of under this paragraph by the Trustee within three months of the end of each fiscal year of the trust shall be added to principal. 3.2 Incapacity of Grantor. If Grantor becomes incapacitated {as n defined by paragraph 5.5), the substitute co-Trustees, subject to J O paragraph 5.5, while the substitute co-Trustees believe such in- capacity.•continues, shall assume the duties of Trustee and apply '`~ all or any part of the net income or principal of this trust for . - 4 - i the benefit of Grantor for her care, support and maintenance in such amount or amounts and in such manner as the substitute co-Trustees may determine. Any income not disposed of by the co-Trustees under this paragraph within three months of the end of each fiscal year of the trust may be added to principal. IV. UPON DEATH OF GRANTOR 4.1 Pent of Expenses and Taxes. On the death of the Grantor, the co-Trustees shall pay (or reserve for payment at the appro- {....•~ priate time) the expenses of the last illness, funeral and burial of Grantor, together with any inheritance, estate or other death taxes that may, by reason of her death, be due upon or in con- nection with the entire trust estate or any portion thereof and any taxes that may be due' on any property outside the trust es- tate, unless Trustee •sha11 determine, in Trustee's sole dis- cretion, that other provisions have been made or that other funds are available for the payment of such expenses and taxes. Fur- they, during post-death administration, Trustee may "pour-back" assets to the probate estate of the deceased Grantor as may be ~ needed or beneficial for optimum administration and may make such O other payments from the principal of the trust as Trustee deems (~ desirable to facilitate the settlement of the estate, even though - 5 - (.__ said payments may be for purposes unrelated to the property sub- ject to this trust. 4.2 Disposition of Balance. Upon the death of the Grantor, the co-Trustees shall, except for the partnership interest in the Long Meadows-Joint Venture referred to in paragraph 4.3 below, pay over the entire remaining corpus of said trust, i.e., the principal, together with any accumulated income, to the Grantor's children, P. THOMAS LONG, LAURA MCHENRY, KATHLEEN J'. RUSSELL, PATRICIA BRINJAC, RQBERT A.'LONG and PAUL V. LONG, .I'R., in equal ~_^..~ shares, absolutely, free and clear of all Trust provisions. If any of Grantor's children should predecease the Grantor or die .prior to the distribution of~his or her share, said child's share shall be paid to his or her then living issue, if any, and in default of any such issue then living, such share shall be added to the shares for the other children. If any such issue is a minor, the co-Trustees may deliver said minor`s share to the person with whom said minor resides or who has custody of said minor, without bond, and the receipt of such person shall be a complete release of the co-Trustees. In the event, however, that the co-Trustees, in their sole dis- cretion should be of the opinion that to so~ deliver the minor's ~. ) - 6 - share to~the person with whom the minor resides or has custody, (:..- i the co-Trustee may petition any court of competent jurisdiction for the appointment of a guardian of said minor to receive and administer the funds for the benefit of said minor. 4.3 Long Meadows Joint Venture, If at the time of my death the Trust holds as an asset, ownership of a partnership interest in the Long Meadows Joint Venture, a Pennsylvania general partner- ship, pursuant to that certain agreement entitled Long Meadows Joint Venture Agreement, dated September 30, 1965, as amended, or any successor agreement relating to Long Meadows Apartment proj- ect in East Pennsboro Township, Cumberland County, Pennsylvania, the co-Trustees shall continue to hold said partnership interest for the benefit~~of my children so long as my co-Trustees, in their sole discretion, deem it wise. So long as the Long Meadows interest constitutes an asset of the Trust, the Trustees shall exercise all rights, duties and privileges o~f a partner under the said Partnership Agreement, collect all income therefrom and pay over all income, after making adequate reserves which may be prudent for the protection of the investment, to my children, in equal shares, or if deceased, to their issue, as per paragraph 4.2 above. The income shall be paid to my children at such time or times as the co-Trustees in their discretion deem best, but no less often than annually. - 7 - Upon the sale or liquidation of the Long Meadows Partnership interest, or dissolution of the Partnership, the proceeds shall be.paid over in equal shares to my children or their issue (as per paragraph 4.2), absolutely, free and clear of all Trust pro- visions. 4.4 Termination of Trust. Upon distribution of all assets of the Trust pursuant to paragraphs 4.2 and 4.3 above, the Trust shall terminate. V. GENERAL PROVISIONS 5.1 Qualify For Sub-Chapter S. Trustee may take, in a timely fashion, whatever steps may be necessary or desirable to qualify any of the trusts created hereunder to hold stock of a Sub-chapter S Corporation. 5.2 Spend-thrift Provisions. To the extent permitted by law, the interest of beneficiaries in principal or income shall not be subject to the claims of .their creditors and others, nor to legal process, and shall. not be voluntarily or involuntarily alienated or encumbered, except that nothing in this paragraph shall pre- clude the assignment of all or any part of a beneficiary's - 8 - l interest to his or her descendants. Exceptions may be made if the Trustee, in the Trustee's sole direction, approves. 5.3 Death Tax Provisions. To the extent not paid by the Execu- tor of Grantor, all death taxes (and interest thereon and pen- alties) imposed as a result of her death upon the property pass- ing under this agreement or by the wi11 of Grantor may be paid out of the principal of the Trust (including assets added by will). 5.4 Incapacitated Beneficiary. The whole or any part of the ~ __..~ income or principal payable to a beneficiary hereunder who is' incapacitated as defined by paragraph 5.5, may be applied by Trustee for such beneficiary`s support and maintenance. Any such . application may be made at such time and in such manner as Trust- ee deems advisable, whether by direct payment of such benefi- ciary's expenses or by payment to a person selected by Trustee to receive payment for such beneficiary; in each case, the receipt of the person to whom payment is made or entrusted shall be a complete discharge of Trustee with respect thereof. Whenever any payment is required to be made to a minor beneficiary, and pro - O vision has not been made for holding said money in trust for said minor b'-this a reement the interest so required to be paid y g ~~ sha11 be indefeasibly vested in the minor, but Trustee may retain ~ 1 - 9 - the amount payable until the minor attains his or her majority or dies, whichever first occurs, and Trustee may pay the income and principal to the minor, or to the minor's legal guardian, in such amount or amounts and from time to time as Trustee may determine, and if the minor lives to attain his or her majority, Trustee shall pay the then remaining principal and undistributed income to him or her, and if the minor dies before attaining his or her majority, then on the minor's death, Trustee shall pay the then remaining principal and undistributed income to the minor's is- sue, if any, otherwise in accordance with the provisions of this i' 2 ~, ,J agreement. 5.5 Establishment. of Incapacity. "Incapacity" shall mean the impairment of one`s ability to receive and evaluate information effectively and to communicate decisions to such a significant extent that he or she is partially or totally unable to manage his or her financial resources, to meet essential requirements for his or her physical health and safety, or to carry out the duties as provided by this agreement. In establishing the inca- pacity of Grantor, Trustee or beneficiary of this trust agree- ment, the written statements of two independent licensed physi- cians who have personally examined the person shall be sufficient to establish such incapacity or inability to act or to continue to act hereunder, and Trustee, any 'successor Trustee or - 10 - (,... . c~-Trustee and third parties shall be protected in relying upon such statements without any further act or notice. In the event that incapacity arises due to mental impairment, at least one of the physicians shall be a (Board certified) psychiatrist. 5.6 Power of Attorney - Effect on Trust. I have by document of even date herewith entitled "General Durable Power of Attorney" designated my daughter as my attorney-in-fact and agent (agent) to transact business with respect to my property and affairs. Said Power of Attorney shall be effective, and may be exercised, wtih respect to my role as Trustee hereunder and with respect to ~~~. '~ all assets of the Trust created herein so long as I am acting as Trustee. In the event of my incapacity or death, however, the said Power of Attorney ceases with respect to all assets of the Trust except, .however, that additional property may be poured into the Trust by my agent. 5.7 Adopted Persons. Persons adopted during minority shall be considered as children of their adoptive parents, and they and their descendants shall be considered as descendants of their a adoptive parents. JACQUELINE HALL, step daughter of my son ROBERT O A. LONG, even though not legally adopted by ROBERT, shall be considered as a descendant or issue of ROBERT as though she had titled to inherit hereunder been legally adopted, and shall be en (. j - 11 - in the same manner as my other grandchildren and shall be treated equally as a grandchild and as my issue. VI. MANAGEMENT PROVISION 6.1 Powers and Authority of Trustees. The Trustee shall have, in addition to the powers and authority conferred upon a trustee by law the additional powers and authority which follows. The term "Trustee" shall include any substitute Trustee(s). A. Se11/Lease: To se11 at public or private sale, ex- change, lease, mortgage or pledge any property, real or per- sonal, at any time,' and' upon such terms and conditions as the Trustee sha11 deem wise. z c '. B. Retain/Invest: To retain and to invest in all forms of real and personal property, including common trust funds, mutual funds and money market deposit accounts regardless of any limitations imposed by law on investments by Trustees, or any principle of law concerning investment diversifica- tion. C. Title to Property: To cause any security or .other - I2 - property which may constitute a portion of a trust or of the estate to be issued, held or registered in the Trustee's own -_ ~ . _..? ~~, name, or in the name of a nominee, or in such form that ti- t1e will pass-by delivery. D. Capital Change:. To consent to the reorganization, con- solidation, readjustment of the financial structure, or sale of the assets of any corporation or other organization, the securities of which constitute 'a portion of a trust, and to take any action with reference to such securities which, in the opinion of the Trustee is necessary to obtain the bene- fit of any such reorganization, consolidation, readjustment or sale; to exercise any conversion privilege or subscrip- tion right given to the Trustee as the owner of any secu- rities constituting a portion of a trust; to accept and hold as 'a portion of a .trust securities resulting from any reor- ganization, consolidation,.readjustment, sale, conversion or subscription. E. Expense of Trust or Estate: To. pay all costs, taxes, charges and expenses in connection with the administration of a trust or of the estate of Grantor. F. Allocate: To determine what is "income" and what is - 13 - "principal" hereunder, and the Trustee's decision thereon shall be final; and to purchase securities at a premium or discount, and to apply or charge said premium or discount against income or,principal as the Trustee may determine. ~~~ i0 'i 9 G. Add Net Income: To add the portion of the net income of a trust in excess of the net income distributed to prin- cipal and to reinvest such amounts. H. Borrow: To borrow money from any person, firm or cor- poration, including any corporation acting as a Trustee hereunder, for the purpose of protecting and preserving or improving a trust hereunder; to .execute promissory notes or other obligations for amounts so borrowed. I. Compromise: To compromise claims and to abandon any property which, in the Trustees' opinion, is of little or no value. J. Divide: To divide any trust into two or more separate trusts for tax, accounting or other reasons. K.. To Purchase Insurance: To carry insurance against such - 14 - J O risks and for such amounts and upon such terms as Trustee deems necessary and for the protection of Grantor, Trustee or any beneficiary of the trust estate, and to purchase pol- icies of insurance on the life of any beneficiary.: of any trust, or on the life of any other person in whom any trust may have an insurable interest, and to continue in effect or to terminate any Life insurance policy which may be owned or held by any trust; and•to pay (from income or principal) any premiums or, other charges, and to exercise any and all rights or incidents of ownership in connection therewith. Z. To Em loy Professionals and Others: To employ legal counsel, accountants, brokers, investment advisors, custodi- ans, managers and other agents and employees and to pay them reasonable compensation out of the trust or out of any fund held hereunder to which said compensation is attributable. M. Compensation Of Trustee: The corporate Trustee sha11 be entitled to compensation in accordance with its standard schedule of fees in effect from time to time over the period during which services are performed. Any person acting as an individual Trustee or co-Trustee, also shall be entitled to reasonable compensation. - 15 - j~ N. Pour-Back: Trustee shall have the express power at any time to "pour-back" assets to the probate estate of Grantor should this be necessary or advantageous. 0. Continuation of Gift Programs: Trustee shall have the power to continue any gifting programs which Grantor may have begun, or to initiate gifting programs to the issue of Grantor should Trustee, in Trustee's sole discretion, deem these gifts advantageous to the family of Grantors. P. Miscellaneous: To do all other acts in the Trustee's ~~_.~ judgment necessary or desirable for the proper and advanta- geous management, investment and distribution of a trust or of the estate. 6.2 Duty of Trustee to Account. Every person acting as a Trust- ee hereunder, except for Grantor, shall render, at least annual- ly, a full and accurate accounting to the then current actual beneficiary or beneficiaries of the trust or guardian of such beneficiary, setting forth, inter a1ia, an inventory of all as- l-`~ sets, all liabilities, all investment and other transactions oc- tarring in the trust since the previous accounting, all income, C )1 additions to principal, and all disbursements. Such accounting shall be in such form as is required for a Trustee under the ~~ j - 16 - Pennsylvania Probate, Estates and Fiduciaries Code or any Succes- sor Act. If a Trustee fails to so account, any actual benefi- ciary, a guardian of a minor beneficiary or any other person hav- ing an interest in the proper administration of this trust may petition, or otherwise apply to, any court of competent jurisdic- tion, to compel an accounting. VII. POWER TO AMEND OR REVOKE (_. L~VJ ~~ ( 1 7.1 Power in Grantor During Lifetimes of Grantor. In addition to any powers reserved• to the Grantor elsewhere in this trust, Grantor reserves the right at any time or times to amend or re- voke this instrument and the trusts hereunder, in whole or in part, by an instrument or instruments in writing, signed by Grantor and delivered in Grantor's lifetime to Trustee. If this instrument is revoked in its entirety, the revocation shall take effect upon the delivery of the required writing to Trustee. On the revocation of this instrument in its entirety, Trustee shall deliver to Grantor, or as Grantor may direct in the instrument of revocation, all the trust property. 7.2 Power in Grantor by Last Will and Testament. Grantor re- serves the right to amend or revoke this instrument. and the - 17 - trusts hereunder, in whole or in part, by will which spec ifically refer to this instrument and specifically direct what amendments . are to be made or state that the instrument is revoked. If this instrument is revoked in its e~ztirety by will of Grantor, Trustee shall deliver to Grantor's estate, or as her will may direct, all the trust property. 7.3 Correlation' of Grantor's Last Wi11 and This Instrument. Grantor's will may provide for additions to the trust property hereunder, and consequently, Grantor's will should be examined in connection with the making_of any amendment or revocation of this ~~-~ instrument or of the trusts hereunder to determine what changes, if any, should be made in Grantor`s will in the light of such amendment or revocation. 7.4 Special Provision for Small Trust. Whenever the Trustee determines that the size~of any trust does not warrant the cost of continuing it, or that its administration would be impractical for any other reason, the Trustee shall pay the principal without .-. further responsibility ,to the income beneficiary. VIII. SITUS OF TRUST/GOVERNING LAW - 18 - I~ ~) } ~JI t ,1 8.1 Situs. Until such time as the trust is moved to another jurisdiction by Grantor/Trustee or pursuant to paragraph 2.2 hereof the sites of the trusts created by this agreement shall be the Commonwealth of Pennsylvania. 8.2 Governing Law. A11 questions pertaining to the validity, construction and administration of the trust agreement created herein shall be. determined in accordance with the laws of the Commonwealth of Pennsylvania, or if the sites of the trust is moved to another jurisdiction, by the laws of that jurisdiction. Notwithstanding the removal of the trust to another jurisdiction, questions pertaining to any real or personal property situate in Pennsylvania shall be subject to the laws of Pennsylvania. 8.3. Judicial Determination. The Court of Common Pleas of Cumberland County, Pennsylvania, or any other court of competer_t jurisdiction, shall have authority to adjudicate disputes and resolve any other issues arising hereunder in accordance with the terms and provisions of this agreement. IN WITNESS WHEREOF the parties hereto have caused this agreement which consists of nineteen (19) pages, to be executed the day and year first above written. - 19 - WITNESS IGGL ~ ~ ~ Z GRANTOR ~'`-`' `--y; ANGEIrA R. LONG ~ / TRUSTEE s,' r r ~C•~/~ .~ Y ~.r ANGEIiA ;R. LONG .~--- ~ :/~ / y .- i J~_~ f _ 20 _ THE ANGELA R, LONG TRUST SCHEDULE A Property conveyed to The Angela R. Long Trust by Angela R. Long, Grantor. ., r~ ~ ~... ~ r ~I ITEM 1. Smith Barney Shearson Brokerage Account Number 7241594212527 2. Long Meadows Joint Venture Partnership Interest ~ . 3. Real Estate - 819 Country Club Road Camp Hill, Cumberland Cour. y~ Schedule A Page 1 of 1 APPROXIMATE VALiTE $712,500 $212,000 $210,000 COMMONWEALTH OF PENNSYLVANIA n - SS: COUNTY OF a.u,a~.,./ . On this, the oZ ° ~ day of July, .1994, before me, a notarq public, the undersigned officer, personally appeared ANGELA ~R. LONG, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purpose therein contained, both in her capacities as Grantor and as Trustee. IN WITNESS WHEREOF, I have hereanto set my hand and official seal. ~ ~. Notary Pu ic: My Commis s~ion Expires : a - i~ 9,~ ~~ rV )Notarial Seal Gloria ,4. ~uddington, Notary Public Harrisbu?'r~, Cauphin County, P~ ~ f~,y Con?~-n~~~s~r ~r i:x~ires Feh.14,1998 AMENDMENT TO TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST THIS AMENDMENT made this G ~ day of April, 1999, is to the Trust Agreement for the Angela R. Long Trust dated July 20, 1994, with ANGELA R. LONG as Grantor and Trustee, WHEREAS, Grantor in Paragraph 7.1 of the Trust, reserved to herself the right to amend the Trust, and desires to now do so, NOW WITNESS, that Grantor, ANGELA R. LONG, by this instrument and intending to be legally bound hereby provides as follows: ~ ~.- ~ 1. The following is added to the end of the first paragraph of Paragraph 4.2 of the Trust: I DIRECT THAT ANY SUMS, SECURITIES OR OTHER PROPERTY WHICH I SHALL HAVE ADVANCED TO OR FOR THE USE OF ANY OF MY CHILDREN, PROVIDED SUCH ADVANCEMENT HAS BEEN RECORDED IN A RECORD BOOK WHICH I SHALL KEEP WITH MY IMPORTANT PAPERS, SHALL BE CONSIDERED AN ADVANCEMENT IN CALCULATING THE DISTRIBUTSVE SHARES OF MY CHILDREN OR THEIR RESPECTIVE ISSUE, AT THE TIME OF DISTRIBUTION TO THEM. ANY ADVANCEMENTS EVIDENCED BY MORTGAGE, NOTE, OTHER FORM OF INDEBT- EDNESS OR BY RECORDING AS MENTIONED HEREIN, SHALL NOT BE CONSIDERED AS AN ASSET OF MY ESTATE, AND SHALL NOT BE COLLECTABLE BY MY EXECUTORS '~ 1 ~, ,r ', ... r~ s" 2. In all other respects, I hereby ratify, confirm and republish that TRUST AGREEMENT dated July 20, 1994, along with this Amendment as my Trust Agreement for the Angela R. Long Trust. IN WITNESS WHEREOF, the Grantor has caused this Amendment to be executed the day and year first above written. WITNESS: (~J ~ GRANTOR: .~ _ ,~ ._ ANGELA R. LONG DELIVERY BY GRANTOR TO TRUSTEE ACKNOWLEDGED THIS '~'' DAY OF APRIL, 1999. ri f .1 ~~ -2- %. {SECOND) AMENDMENT TO TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST THIS AMENDMENT, made thisZ7 Z~ day of April, 2001, to that certain TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST, dated July 20, 1994, with ANGELA R. LONG, as Grantor and Trustee, WITNESSES THAT: WHEREAS, I, ANGELA R. LONG, Grantor, by Paragraph 7.1 of the said Trust Agreement, reserved to myself the right to amend the Trust, and I now desire do so. NOW THEREFORE, I, ANGELA R. LONG, Grantor of the ANGELA R. LONG TRUST, intending to be legally bound, do hereby amend that certain TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST, dated July 20, 1994, as follows: A: Paragraph 2.1 of Article II of said agreement is amended by deleting and removing CoreStates Hamilton Bank N.A., or any successor bank, as the Corporate Trustee, and in its place, I hereby appoint HERSHEY TRUST COMPANY of Hershey (Derry Township) Pennsylvania, as the successor Corporate Trustee. B: In all other respects, I hereby ratify, confirm and republish the said Trust Agreement, which now consists of the original instrument dated Juiy 20, 1994, the first Amendment thereto, dated April 6, 1999, and this second Amendment. This includes ratification, confirmation and republishing of all other provisions of Paragraph 2.1 not inconsistent with this amendment, including the appointment of Joseph G. Skelly, Esq. as my successor Individual Trustee, or Richard E. Connell, Esq., as successor Individual Trustee in the event of the said Joseph. G. Skelly's death, inability or unwillingness to act. IN WITNESS WHEREOF, I have caused this Amendment to be executed the day and year first above written. WITNESS: - -- ~ ~. GRANTOR; (' O lTY7 AN A R. LONG Delivery by Grantor to Trustee acknowledged this ,day of April, 2001, ANG R. LONG, TRU TEE COMMONWEALTH OF PENNSYLVANIA COUNTY OF SS On this, the o~7~day of April, 2001, before me a Notary Public in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared Angela R. Long, known to me {or satisfactorily proven) to be the person whose name is subscribed to the within instrument, who acknowledged herself to be the sole GRANTOR of the Angela Long Trust and that, being authorized to do so, executed the foregoing instrument for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. NOTA Y BLIC Ivry Commission Expires: __ ~~ L;E7?~L&~ ~s~ES 8Pt(~tAl, Pga~y Public >I ~ri,r "tiGn"~',~~~"~ ~3e,,s;;3~+t~t~'yhJ~".A3 _, /- ,- ~_~ ~. i:~__ ` (FOURTH) AMENDMENT TO TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST THIS AMENDMENT, made this ,2.7 ~ day of :~ 2005, to that certain TRUST AGREEMENT FOR THE ANGELA R. LONG T UST, dated July 20, 1994, with ANGELA R. LONG, as Grantor and Trustee, WITNESSES THAT: WHEREAS, 1, ANGELA R. LONG, Grantor, by Paragraph 7.1 of the said Trust Agreement, reserved to myself the right to amend the Trust, and I now desire to do so. NOW THEREFORE, 1, ANGELA R. LONG, Grantor of the ANGELA R. LONG TRUST, intending to be legally bound, do hereby amend that certain TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST, dated July 20, 1994, (Trust Agreement) as follows: FIRST: The Third Amendment to the Trust Agreement for the Angela R. Long Trust, dated May 29, 2002, is hereby revoked in its entirety. ~~ SECOND: Paragraph 4.2 of Article IV of the Trust Agreement is amended as follows: 1. The sum of FIFTY THOUSAND DOLLARS ($50,000) shall be paid to my dear friend, RICHARD C. KOCHENOUR, absolutely. 2. The share of the remaining corpus of said trust which would have been paid to my son P.Thomas Long, now deceased, shall be paid as follows: a. One Thousand Dollars ($1,000) shall be paid to each of Thomas' four sons, Alec, Ethan, Ashley, and Matthew. in the event any said son should be deceased at the time of distribution of his respective share, his respective share shall be divided equally among, and paid to, Thomas' surviving sons. b. The remaining balance shall be paid to my five remaining children, Laura, Kathleen, Patricia, Robert and Paul, in equal shares, if living, or to their issue, if deceased, in accordance with Paragraph 4.2 of Article IV of my Trust Agreement, which this document amends. THIRD: Paragraph 5.7 of Article V is amended as follows: ~ ~ That provision providing for Jacqueline Hall to be treated as a descendant or issue or adopted person entitled to inherit, is hereby revoked and the ~ ~A 1f '~ __. J _I (~ . said Jacqueline Hall shat! be not be entitled to any distribution under this trust agreement upon my death. FOURTH: In all other respects, I hereby ratify, confirm and republish the said Trust Agreement, which now consists of the original instrument dated July 20, 1994, the first amendment thereto, dated April 6, 1999, the second amendment thereto, dated April 27, 2001, and this fourth amendment. IN WITNESS WHEREOF, I have caused this Amendment to be executed the day and year first above written. WITNESS: GRANTOR: ANGELAPR. LONG Delivery by Grantor to Trustee acknowledged this Z'7 ~' day of ~ ~ , 2005. COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF ~~ ~' ANGE f' R. LONG, TRIJbTEE On this, the ~~~ day of ~ , 2005, before me a Notary Public in and is the undersi ned officer, ersonally appeared for the Commonwealth of Pennsylv n g P Angela R. Long, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, who acknowledged herself to be the sole GRANTOR of the Angela R. Long Trust and that, being authorized to do so, executed the foregoing instrument for the purposes therein contained. IN WITNESS WHEREOF, 1 have hereunto set my hand and official seal. ~~5~ C~C~~~s NOTA UBLIC My Commission Expires: 3`~a10"~ NOTARIAL SEAL LISA A. CONWAY, NOTARY PUBLIC SUSQUEHANNATWP., OAUPHINCOUNTY MY COMMIS510N txPIRES MARCH 24 2067 2 ~.:<„ N~~" . (FIFT1~ A,1V~EI~MENT TG TRUST AGREENIEldT FOR TJ~ ANGEILA R, LOl~G TRUST THIS AMENDMENT, made this ~°day of March, 2010, to that certain TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST, dated July 20, 1994, with ANGELA R. LONG, as Grantor and Trustee, WITNESSES THAT: WI~REAS, I, ANGELA R. LONG, Grantor, by Paragraph 7.1 of the said Trust Agreement, xeserve to myself the right to amend the Trust, and I now desire to do so. NOW, TT-II.REFORE, I, ANGELA R LONG, Grantor of the ANGELA R. LONG TRUST, intending to be legally bound, do hereby amend that certain TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST, dated July 20, 1994, (Trust Agreement -sometimes hereinafter referred to as "the original Trust Agreement") as follows: FIRST: The provision for the gift to Richard C. Kochenour in the amount of Fifly Thousand Dollars ($50,000.00) as set forth in item SECOND, paragraph 1 of the Fourth Amendment to Trust Agreement for the Angela R. Long Trust, dated April 27, 2005, is hereby revoked. ~ --~ ' SECOND: The appointment of Richazd E. Connell as a substitute or successor co-trustee for Joseph G. Skelly in the event of his death or inability to act in said capacity, as provided for in Article II, pazagraph 2.1 of the original Trust Agreement, dated July 20, 1994, and as ratified and restated in the Second Amendment to said Trust Agreement, dated April 27, 2001, is hereby revoked. THIRD: In the event of the death or inability of 3oseph G. Skelly to act as a co-trustee or individual trustee, as provided for in. Article II, paragraph 2.1 of the original Trust Agreement, and as ratified and restated in the aforesaid Second Amendment to said Trust Agreement, I hereby appoint my daughter Kathleen L. Russell to act as successor or substitute co-tnlstee. FOURTH: I hereby confirm that the Trustees of the Angela R. Long Trust in the event of my death or incapacity are: the Hershey Trust Company as co-trustee (sometimes also referred to in the original trust agreement as the "corporate trustee"} and Joseph G. Skelly as co trustee (sometimes also referred to in the original trust agreement as the "individual trustee"), or his successor. FIFTH: In all other respects I hereby ratify and confirm and republish the said Trust Agreement, which now consists of the original instrument dated July Z0, 1949, the first amendment thereto dated Apri16, 2001, the second amendment thereto dated April 27, 2001, the fourth amendment thereto dated April 27, 2005 and this fifth amendment. ( j IN WITNESS WI~REOF, I have caused this Fifth Amendment to the Trust Agreement for the Angela R. Long Trust to be executed the day and year first above written. 1, WITNESS: Si e ~-'c, sew/~ ~. S ~l/~ Print GRANTOR: GELA R LONG Address: ~ a~ ~ G ~g~~s~~~ .a~~~-e ~~~Ni~~U~~ ~~ ~~d~ Delivery by Grantor to Trustee acknowledged this Q~ay of Mazch, 2010. Ul M q 4, w ~ ~ G-h ~i ANGEL~R. LONG, TRUS E COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS On this, the Z 2"A~"day of March 2010, before me a Notary Public in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared Angela R. Long, known to me (or satisfactorily pxoven) to be the person whose name is subscribed to the within instrument, who acknowledged herself to be the sole GRANTOR of the Angela R. Long Trust and that, being authorized to dv so, executed the foregoing instrument for the purposes therein contained IN WITNESS W][~REOF, I have hereunto set my hand and official seal. ~ ~~~- Notary Public U My Commission Expires• 3~Zy`!d COMMONWEALT}i OF i~ENNSYLVAAiIA Notadat Sea, Usa A Carmray, Notary PubHa Susquehanna Twp:, Dauptt~ County tJly Comndssion Ezplres March 24, 2011 Pennsylvania Aeaoc(atlort of Notaries 2 (~~'~'~ A1~I~1~1~'~' '~®'I'RIJST AG~~1~1~1'~ ~®R ,~GELA R L®1~TG '~'.R~TS~ THI5 AMENDMENT, made this oSt / day April, 2010, to that certain TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST, dated July 20, 1994, with ANGELA R. LONG, as Grantor and Trustee, WITNESSES THAT: WHEREAS, I, ANGELA R. LONG, Grantor, by Paragraph 7.1 of the said Trust Agreement, reserve to myself the right to amend the Trost, and I now desire to do so. NOW, THEREFORE, I, ANGELA R. LONG, Grantor of the ANGELA R. LONG TRUST, intending to be legally bound, do hereby amend~that certain TRUST AGREEMENT FOR THE ANGELA R. LONG TRUST, dated July 20, 1994, (Trust Agreement -sometimes hereinafter referred to as "the original Trust Agreement") as follows: FIRST: The sum of FIFTEEN THOUSAND ($15,000) Dollars shall be paid to Good Shepherd Catholic Church, 3435 Triudle Road, Camp Hill, Pennsylvania. SECOND: In all other respects I hereby ratify and confirm and republish the said Trust Agreement, which now consists of the original instrument dated 3u1y 20,1949, the first amendment thereto dated Apri16, 2001, the second amendment thereto dated April 27, 2001, the fourth amendment thereto dated Apri127, 2005 the fifth amendment dated March 22, 2010 and this sixth amendment. IN WITNESS WHEREOF, I have caused this Sixth Amendment to the Trust Agreement for the Angela R. Long Trust to be executed the day and year first above written. WITNESS: GRANTOR: v~2~ Si e G Soh ~- .S/C~-l/~ grunt ELA R LONG Address: ~'~J~t'h~-~yIC~.S ~~n~ ~ r ~ ~~~5~"' Delivery by Grantor to Trustee acknowledged this ~~y of April, 2010 i p p~ ._,o s~ Q e~ ~ lC ~ d_, n ANGE 'A R. LONG, TRUS EE COMMONWEALTH OF PENNSYLj1ANIA SS COUNTY OF DAUPI-ffi~T ! S'~ On this, the 2 ! day of April 2010, before me a Notary Public in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared Angela R. Long, known to me (or satisfactorily proven} to be the person whose name is subscribed to the within instrument, who acIaxowledged herself to be the sole GRANTOR of the Angela R. Long Trust and that, being authorized to do so, executed the foregoing instrument for the purposes therein contained. IN '~7[TNESS WHEREOF, I have hereunto set any hand and official seal. ~~ ~ ~ ~~~ Notary Public My Commission Expires: ~ ~2`~ C ~ e COMNfQNWEALTfi OF PEhINSYLVANIA tJofariat Seal Lisa A. Cottmray, Nofary Public Strquehanna Twp:. Daupl~n County fVfy Cornmisston i°.~irgs A~rdt 24, 2099 Pennsylvania Assaciatlon of Pi'~taries 2 ANGELA R. LONG AGREEMENT OF TRUST DECLINATION TO ACT AS SUCCESSOR TRUSTEE On July 20, 1994, Angela R. Long, pursuant to a Trust Agreement for The Angela R. Long Trust, established a trust and named herself as trustee until her incapacity or death, at which time two co-trustees consisting of a bank (a corporate trustee) and an individual would serve as successor co-trustees. (Trust Agreement paragraph 2.1). With respect to the successor corporate trustee, the original agreement appointed CoreStates Hamilton Bank as the corporate trustee. The second amendment to the Trust Agreement, dated April 27, 2001 (Paragraph A), revoked that appointment and appointed Hershey Trust Company as the corporate trustee. With respect to the individual trustee, the original agreement of July 20, 1994 (paragraph 2.1), appointed Joseph G. Skelly as the successor trustee. In the event of his death, incapacity, or being unwilling or unable to act, Richard E. Connell was appointed as successor individual trustee. By the fifth amendment to the Trust Agreement, dated March 20, 2010 (paragraph THIRD), the appointment of Richard E. Connell was revoked and in his place, Kathleen L. Russell was. so appointed. On August 24, 2010, Kathleen L. Russell predeceased Angela R. Long. Pursuant to the Trust Agreement of July 20, 1994 (paragraph 2.1), if there is no individual trustee designated, Hershey Trust Company shall become the sole trustee. Mrs. Long died on November 10, 2010. By virtue of the Trust Agreement with subsequent amendments, Hershey Trust Company and Joseph G. Skelly are currently the successor co-trustees. Joseph G. Skelly hereby declines to accept the office of successor trustee of The Angela R. Long Trust, dated July 20, 1994, as amended. Dated this day on December, 2010 Witness: Jo h G. Skelly 1?J111012.49 PM wo .-~ ~tioo G A\ N ;~. m V ~ d. .- W V ® W ~ ~ ~ J a d Q U a_ ~,E ~' r~ ~,`P r ~ a ~ l ~ ~ ~ ~o r r~ ,,; a m w .( O J s~3.crNn o o ~ aai~dse8wo~ ~iey~ A;i~o~ad -a Lx.. , -y ~ ~. _._ r - _. _ cr ~ ~~ U 4. ,_._. L7 `~ ... ~__ Q ~ O ~~::: ~ ~ O ._. ~ W ~~~ . .. ~ Q ~r_ --- - U i ~ ~ v .~ o ~ "' U U 0 O N ~; ~ ~7 7- ~ N ~a~iu ~~c a~ U=~ Q u- C .~+ to 2 ~, ,~ ~^ ~-Eo° 3~~~ f ~~~ C~~r ~~~_ N ~ d C U X30= ,~ ~®~ ~ ~ ~ V a 4 W W h Z ~ Sy m 0