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HomeMy WebLinkAbout10-14-11JAN L. BROWN 8L ASSOCIATES ATTORNEYS AND COUNSELORS AT LAW JAN L. BROWN, ESQUIRE JACQUELINE A. KELLY, ESQUIRE CHRISTA M. APLIN, ESQUIRE BREiNDA F. KEPHART, LEGAL ASSISTANT JUDITH A. EEiERSOLE, ADMINISTRATIVE ASSISTANT October 13, 2011 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Richard J. Case, deceased Gentlemen or Ladies: Enclosed please find the following items for filing with the Register of Wills: 1. An original and two copies of the Inheritance Tax Return. 2. Check payable to Register of Wills, Agent in the amount of $7,453.03 representing the inheritance tax liability shown to be due. 3. Check payable to Register of Wills in the amount of $15.00 representing the filing fee for the Inheritance Tax Return. Please time stamp and return our file copy of the Inheritance Tax Return. Also, please provide us with the appropriate receipts. If you have any questions, feel free to contact this office. nn _^._ _~, c: Sincerely, _' ~ ~ - , :, r : ~ ~ ~--r !' _~~ ~. , ~~ - Jacqueline A. Kelly ~ ~' `~ ~--_ r ~:,. Enclosures Olde English Gap 845 Sir Thomas Court Suite 12 Harrisburg, PA 17109 Telephone (717) 541-5550 Fax (717) 541-9223 Email: jlbassoc@verizon.net www.janbrownlaw.com COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE 7'AX OFFICIAL RECEIPT N0. CD 015065 BROWN JAN L 845 SIR THOMAS CT SUITE 12 HARRISBURG, PA 17109 told ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 173-09-4969 2111-1087 CASE RICHARD J 10/14/2011 10/13/201 1 CUMBERLAND 07/17/2011 REMARKS: RECEIPT TO ATTY CHECK#767 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER REV-1162 EX111-961 57,453.03 TOTAL AMOUNT PAID: INITIALS: HEA RECEIVED BY: REGISTER OF WILLS GLENDA EARNER STRASBAUGH REGISTER OF WILLS ,j I~ /`~ ZSd56101~40 ~~ r'~ 1 ~~V ~;C tt71'1t)) PA bepattrrrlent of Pevenu,~ Buh!¢au of Individu~ll Tezes Ot'FICIAI U8~ bNLY Pb BOX ~d0501 INH~FtITANCE TAX RETURN C"""~' cods ves3r Fite Nuttibar lNT~R D~CE~D~NT NFOl;MATION t3EL~OW ~fr~IDENT d CEDIr T ~ 1 1 1 5cacial ~ecurrty NUn1Ddr ~O~ bafe of Beath MMbDI'YYy bgte of Birth MMbbYvrv ~' 7~ ~~ 4 q E, '~ t~ 7 ], 7 0 1 1 :L 0 1 9 1 9 1 5 [~cr~dr3nt's Last Ndme C A S ~ Suffix ~e~a~nt'!s First Narn~s R z c H A R n MI (If Applidable) E?nt~f 3urvtving ~poute•'s Int~-rmeticah fJ81AW ~ 5pbuae's Laat Name Suffix 5ptluse'~ First Nettie MI Spt~use'9 3o61a1 Security Number THIS R~TUf~IV MU8T BE ~ILEd IN DUPLiCA1'E WITH'tH FIL6 fN APPFtdIpNIATE OVA68 AGLOW E ~~~7~5~~~ ~~ WILLS [~] 1. drYglnal Return ^ 2. Supplemental F2eturn ~. Limited €state I--'I L! 3. Remainder f~etum (d~lte of tte2ttl prior tb 13=13-82) 4g. future Introrest Co ® ~. ©et~dent flied 1'estat5i [~ mpromise (date vt death after t2-12-~2) 5: Federal Fetafe Tax Return Requiretl 7 D (Atti3rdi Copy of Wily 9. Lltlgtltinn Prot:@ragg ~}egeived . f3~edtlht MaintEined a Living Trust (Attach Copy of trust) "-'- 8 Total Number of Safe beposit BOxes t0 S " CORItGSPONtlErNT . pou sal WoveRy Credit (date of death between 12-31-g1 and 9-1=85) 1 i, E1ectiari to tax under Sec. 911~(A) - (Attach Seh. p) TH19 ~!(;ft~N MU$fi ~f GpNp~l:ftcb. A6L COlttt>13PONbENCE dNti CONFID Name ENTIAL TMx iNF01tMATIpN BHbUID fiE DIREC'f6b tb; J A C (~ U E L S N~ A Daytime telephone Number --. K E L L Y 7 1 7 5 4~~ 5 5 ~-p _~ ~~ - , __t r ~ ,-_.. ~~ ~1 ~ _ i RECi1tiT6R b~ ~wtll~-i: ONLI" '' ~ Fiat line crf address i = ~n _s - S C R 1' H O Setend line of address M .~ A S C 0 U R T -: ~ -, _ -' ~' ~ ; ; surrE ~2 ~~ _ T City or P11sf Otfl6e ~ --~ H A R R I S B U R G State ~Ip Codas i BATE KIL6b '` _ _ i p A 1 ~~ 1 0~ corr,~;rpo~,d~r,e~• a;r=ritaAti aadairNp: Undasr praraeft~a: pr 13aryUry, 1 da3rlare that I have It is tive, ~rtdr}t §ftd txsti,,,~dt.:.,~t,__..... . . 1505614140 8id~ 1 ---~ r•~p~n cr nay any Knowla~ 9g: .-n _e BATE 1so5b10140 J REV-1500 €X ],5O561b~4O t' n.t~HARD J -. CASE REt;APlrut_ATtbN 1 • REaI Est®te (Schedule A) ..... . ~ Stocks and fonds (5bhedule D) ..... . .................... ...... 2. 3. Glbssiy Vela Corporgtian; Partnership or Sole-t~tbprietorship (Schedule t;) 3 t~tscetlent's 5dcial Security NuMber 1 7 3 CI "~ 4 9 6 ~ ~ Mesrt9a9es and Notes Rec0ivable (Schedule D) ... • d. 9. Caah, hank Deposits and Mteceflane5ut F~ersAn&I Pr®petty (Sdhedule E).... 5 ~ 7 ~ ... . 6. Jc1(ntly Owned iroperty (Schedule F) ~ separate f3fllin u F2e 7 Int V ~ . ~ ~ g q . eg~d 8. er- ivos Ttenafera 8, Miscellaneout3 f~~~ probate property (Sohedule d) ~' ~ ~ ~ ~ • d ~+ a Separate t3iiling Requastcd ... 7 $ T ]~ (~ 5 ~ b 3 4 . otal ©rt3ss Aaseta (total tines 1 through 7') . ..e 9. Funeral frxpenses and Administrative t;osts (3chedule t9) ~g~y~ 5,o 1 .... . s 10 debts ct ~e•~dent, Mortgage Llatiilitiea, and liens (Schedule I) ? 4 ~ ~. 5 S .. , . . . 10. 11. Total nequCttbna (total Lines 9 and t0) ..... ~ 6 ~ . C) D ... . ... .. 11. 12. Net Valub of €5tite (Line t3 minus ~Ifi9 11 j 7 7 9 5. 5 5 ................. . 13. Chatltable and governmental Bequeat5/sees 9913 Trusts for which 1 ~ an el~etlon t 1 ~ 4 ~ ~ ~ ' ~ 9 tax has hat been made (Echredulw J) 13, 14. tMet Valttr tlubjact tt- Tax (Line 12 minus li,7e 13) ........ . TAX CALGtlI.ATION - gEE IN~TF2UC?'It~Ni# FC1R AF+PLI~ABLE RAtf=S .. 1 d. 13. Amount df Line 1$ ta><able at the sppuet3l tak rate, or trenafers under Se6: 911$ (a)(1.~) X .0 ~ ~ 0 95. 16. Amount ®i 4ine 14 taxable at lineal rate X .E~4b 1 7 4~~ 9. 4 6 1s. 17. Amtlunt Of l:ihe 14 takatile at stBiing rate X .1~ ~ . ~ 18. Amount di' tine 1d taxaBle 1 ~ at bollaterel rate X .15 © ~ Q 18. 19. 7AlC DUE , . .................. 19. 20. FILL IN 7ME t`SVAt IF YbU ARE aEt~UE~T1Nt; A RL~FUND l5F AN OVEftPAYNl~N7 alas s ~,sn5~~o~4a -- Q ------J_.._... ~. ~ d 7 8 4 5. ~ ~ 0. 0 D ~. 7 b 4 5. 2 8 ~,5d56~,C1c~4L~ N~V-9890 ~X F~~g~ 3 t)acaclent'~ Carnpf~tt~ Addras~: t=ile Number bEbEbENT'S NAME 21 11 p t~iCHAR_ d J,_~ASt< ~r~€€r ddt~f~€ss __ _ 18 Field Sttan~ Oriv~ cirY - _ - M~~h~nia~bu~.` srAr~ -- PA zia T"ax Payttht~nt:~ and Crtedit~: ~ ~o~o t Tax Due (Page 2, tine 19) 2. Gteditslpayrnents A, f'rltarE'ayments {t) 7 84529 ~. biscount - ~~2.2 3~ Interest total Credits (A + 8) (2) 4. ;f Line ~ is greater th®n title i + Line 3, enter the dlfferert~. This is the OVERPAYftNENT. .35$.25 FiN in oval an Paga a, Llnrs ZO to (J) -agquwt a refund, 5, It tine 1 + Line 3 is greater than Line ~, enter the difference. Thig is the? r~1x DOE, (~) 0.170 {5) 7 453.0$ Make check pl~y~bie t~; REGISTER qF WILLS, AGENT PLEASE AfV3WER THE FCLL~WINC 4WE5TION3 ~Y PLACING AN "X" IN TH€ APPft©PRIATE l1l f . Did decedent make s transfer and' {~Cf<S a. retain the use dr income Or the pmperfiy transferred; rrY--e~s .. ,..... .......... b. retain the right to designate Who shad Use the propedy transferred or its income; ............... ....... u c. retrain a reversionary inters®t; nr ................. d. receive the promise for rife t)f eiMrer payments, benefits nr care? . ...... 2. If daakh a~urred offer Decertiber 12, i5t32, did decedent transfer ............. ~..,. without receiving ad€quate conskieratkin7 ..,,,,....., l~~rly within one year of depth ... .................. . ........... 3. bid deGedt3nt own an "in trust for" or f?ayable-upoh-death bank account or securit at hit or her death? ....,... 4-. Did decedent e3Wn an individual ratirem®nt account, annuity or other nun-ptb6i3te property, whtrh contains a beneiiciery designatiiNi7..,,,.,, . No a° A ~ lF THE ANSWER YO ANY t~F THE ABOVE QUEBTtpNS It3 YHB, YOU MU87' GOfVtP6ETt: $CHfbULE Q AND FILE IT' A$ PAtZt ~F Put tletes of death on or after July 1, 1804, and I~fore Jan 1 1098 the titx rate im THE RETURN. 3 percent [72 P, S: §g11 ti (a) f 1.1) (i)j. posed on the net value of transfers to or for the use of the gurviving spouse i Far dates df death an or a#ft@r Jan. 1 1905, the tax rate imposed on the net value of transfers td fir for the use of the surviving spouse is 0 r [12 P.8• ~911~i (a) (1.1j (iij), fibs statute rifles not axetnpt a transfer to a surviving spouse from tax, end the statutory requirementxs for disci filing a tax return are still applicable even if the surviving rspouse is the only tieneticiary. Pe titlnt Far dates df deem an or after Juiy 1, 2(100 otturt cf assets and • The tax rate Imposed ran the net value Of transfers from a deceased child 21 years ofi atje or younger at death to or fior the use of a natural eddptive pt~rent or a stepparent of me child is 0 punt [72 p,S. §9116(a)(1.2)J. • The tax rate impusctl on the net value cf Transfers to or for the use of the decedent's liner~i beneficiaries is 4.5 percent, axes t as pant, an 7~ p•S. ~9i18(1.2) [72 P',8. §9116(e)(1)J. ~ The t:ax tale Imposed on the net value of transfers to dr for the use of the decedent's siblings is 12 percent [72 P.S. 911 p noted in Section Ot(??, a5 an Indlvldual whc has €tt least onra parent in cotnman with the decedent, whether by bled or adoption. § 8(a)(1.3)J. A sibling is defined, Unde f~~ii-i 508 f<X } td=eti) COMMONUV~R6Tri OK fi(gNNBYtVANtA INH~R11'ANGE TA)( Ft~TUrtN Include All ®roea ~ RA depdttment +,f Revtsnue X010 tax refund ~ l~~ treasury >?d1o Federal Irtcc~me 1`ax Refund tit UtlgdtioA end the dAte the proceeds were reC~iVed by the sst~te,1 mad with right of ~ufvivur~hlp mu9t b! tlieabted on schedule F. tt~YAL (Also enter on IinB ~, Recapltuletinh) ~ (I` R10ri? ~psce is nestled; insert edditronal sheen or tfie Sams ei~) $GHED~LE ~ CASH, BANK DEP~bS~Tg; g MISC, _ PERS©NAL PROPERTY ILU~ AT f3A7~ C7F D~ATii 110.OC 3,611.5 R~1/-15D9 EXm (d1-tb) penn~ylv~nia DEPARi'M€NT p~ pEVENUE INHEklTANGE tAX l3EiURN _ RE5iD€NT CItG€U€NT t1T~~F M. scwEnu« ~ JOIN1"LY•OWNEO PIiOpERTY M an onset wliu matle j+aintly ovmed within an! _ _ Z 1 11 0 ysor of the decedsnt'a date of daoth, it must be reported un schedule ~. _ _ SURVIVING JOINT T~~ghlT(5) NAME{S) A. K®thryn L. Winromen Ao©R~,ss RELArIC~NJHIf~ to 6~cIoENfi 18 ~+cld Stone L7rive ~"- Mechanlcabur~, ~A 17050 dau3htar ~. c. JOIW'rLY-OWN~9 PFlOP~t7h': LETT~f3 DATA ITEM FpR JC)fNT MA6E INCLUDE NAME= G~ FINANCIAL N31IPofTIt~J AND BANK CCOUNT NUMt3ER OR SIMIL,iR NUMOER TENANT JOINT IDENTIFYING NUM(3~R: ATTACW DEED FOR JbINfi~Y-HELD R€AL ESTATE. 1• A. 17/7/07 Member's 1st checkin3 account Account #313158 2• A 12!7/0;' Mt'mber~ 1~t savings account Account #31 A 153 3• A 12/7107 Members 1st Money Management account Account#319169 DATE OF DEATH VALUE OF A55ET ~' DF DECEDENT'S INTEREST ~~ OF D€ATFi VAGUE 9F DEC~DENT'SINtEREST 755.44 50. 377.7 2,766.30 50. 1,393.16 21, 958.27 50, 111, 379.14 TOTAL (Alpo enter on Line 6 Pecapll~lat(an) It "„'"" w „~ 1e „~~ uae aA+flh9nr~l atnsct~ of paper dt the S~tltr ate. REV-1 tSi 9 ~~(+ (Otl-OB p~nn~ylv~nh SCHEDULE G DEPARTMENT 0~ l3(VENUE ~NT~R.VIVO~ 1'RANS~ERS ANC1 1NNERftANC€ TAXR€tURN MISC, Nt7FJ.pR09ATE WROPERTY R€JIDENT DECEDENT ;$TAT~ dF "his scn®dule must be ctlr~plststt ar~d ry~ tf ttts answer to $n z1 11 0 y tlf r;uestlbns 1 through d on th IT€M b~~~RIP~It7N a~ PR~t~€RTY NUMB€R INCtuBE rH€ NAraE cTF rNErRnNS~€leFE, rH~~ R€LArltllv~gt~ r© ~ D pegs ree of the RSV=1 X00 Is yns. _ oEDEDEN7 ANb ATE OF TRAN$K~R. ATi'ACry A GOpY pF TN€ GEED FbR R~Ai ESTATE. 1. An`it?rfptftlt3 CJN€ ~indntti~l AcCbuht DaT€ OF ~fraTH vat,u~ e~ASS~r ~N E ~~©s €XCt.usiav taxa~~E Accot,nt #~00724786~1 ~ 0~1 ` 00 oFA~;~,~~, 97,109.15 900 vat_ur: 1 O~S: daughter, Kathryn L. bnaman . 97,9de.16 2. Ameflprfse Annuity Account #93001944352 7 004 45,d'16.66 900 00 benrsf: daughter, Kathryn L. htinatflarl . 45,416:88 3. Ameripri9e Annuity Account ~t930042560t)0 1 0D4 22,743.09 100 00 benef: daugtter, Kathryn L. Hln~tmsth . 22,743.tJ9 '~~ State Etnpioyve's r~etirment 5y>Stem death benefit payabi~ to daughter, KatPtryn L Winaman 394,55 100.00 , 394.55 -- TOTAL {Aso enter on line 7 If mtlre secs is nestled, use adtli~o+rai sheets of pa~r3r of the 5~IT1@ alts, p~nn~yivania DEp~9r?jyy~NT OF REVENUE ~NH€RITAN~f tAX RETURN Ii~~4ENT C3FC.En~NT SCHEDULE H ~UN~RAL ~XI~~NSES AND Ac~iN~sr~Ar~v~ cows UeeedNrt't; debit; thUSf bb reported on SChedt,he I: ITEM NUME3€R A• FUW~F2Al €Xf~~N3E5 D~SCt~IF'TION ~ Knight-Confer ~unerei Home, Inc. ~: 21 1 AMdUNT 2, 558.56 9. ADMINISTRATIVE COSTS: • persdnel ~ep~$~htetlve Commis~ituiet Ngme(tr) of P•r.nnb) ~nPrerQn~ilve{s) __ Street Address City State ZIP Year(sj Gomrtriselon pef~: ~^. AttohreyFeees; Jgh L. Brt~Vvli & Ase~Ci~tes J Fetnily Exemption: (It dec~dleht's address is not the same as deiir~ht`s, attach explanation. ) i;laimarlt Street Address . ratty state SIR Reletlenshlp o{ Cleimaet td oa~ttent ~. pttabAte Faea: g. Acvountant Fees; 6. Tax f~etUm Pteparer ~et~t; ~ ~+~~f9ter of Wills; Inheritance Tex Fletum filing fee ~, 500. bb 3~0, 00 1 ~, Ob TOTAL (Also enter on Line 9, Recapliuiation) $ If more gpa~ ~ needed, use edditipnal streets of paper of tlto ;Mme site. ~~V-1912 ~k* (i;~=6Fr) penrrsylv~inl~ ~~¢A~Tt'aFNT OF i3EVENLaE INtiER11 ANA tAX riETtJRN R€SIrJ€NT 9EC€DENT SCHEDULEI bEB1`S OF bLCEbEN1`, MbRtdA~E LIAbILiTIES, ~ LIENS 21 11 © , kepert debts incurred by the dent prior to dearth that rernaln~f hnpald at th! loth of dehth, Including unrolmb ITEM _ ureed mpdtcal expentas. Nt~M~r~ bESC~tIPtION VALUE Afi DA1`€ j' F'A ~ep~rttnant of f~avenU~ _ - 0~ Di_AT~i ?01tl InCOrrte Tax 2. Bath Santa Maria; cerchgiv~r outstanding bill ~. ~3ri~wc~td 5pectal r ;era; c~i~giver outstanding bill 22.Otl 27.50 312.~tl ___ TOTAL (Also nnter on Lihe 1 d f~ncapft~ldtion? I $ ~~ ~,~,re +~a6e Ie nead2d, nH@ft adtlih~nal aheAtg of ih e same stze. aEV=9513 €3`C+ (01=9©) pennsyiv~ni~ DEFAk~1`MENf OFI~~VENU~ !Nfl€ti~TANC€ TAX RE7lJRN _ _ R€31D€NT!]€CEtl€NT NUM®ER NAME AND ADbR€SS OF P [, TAXABLEbIgTRIBUTlONS [Ind~d~t Sec. t. Kathryn L. ~iin~m~rl 1 ~ Fuld Stone ®rive ~eshenlCBbUrg, PA 17050 II SCHEDUL~J B~NE~ICIARIES RECEIVING ~'ROF~ERTY nevi ~ ivN~HIP !81 distffbutfon~ afitl t~ansl~~a uny~r DO Nat 6iat n. ~ine~l _.--.. ~ ~ , •,~~ ~~~ i rcistl ~ )iJlVS SH~IWN A6OV€ dN LINES 15 THROUGH 1 ~ OF FiEV-15CM1 NON-TAXABLE 91STRIBUTIJNS: A• SF~OU-SAL bISTf~IBUTIONS UNbEN SECTION 8113 Ft~R WHIGFi AN ELECTION t0 TA~i 15 NOT fiAKEN: 1, 8. CfiARITA86E AND GOVERNMf=NTAL DIST~tIBUTION~; 11 T~TAI` ~~ BART ~~ - ENTER fiOTAL NON•TAXAC~IE DISTRIBUTIONS ON LINK 13 OF REVs150b COVER 5Wl=E1. If m~r~ nN~e is n~d~d, uee additional 3he~ts ofi p~~r dF the s~r~e sloe. ~ (3F E5TA7"E 17d,G39.~5 -- E... ,:~ ~.....~ --=~ r LAST WILL AND TESTAMENT OF RICHARD J. CASE I, RICHARD J. CASE, now domiciled in Cumberland County, Pennsylvania de be my Last Will and Testament. I revoke all other wills and c Clare this to odicils that I may have previously made. Art'cle I My just debts and expenses of my last illness, funeral, and administration of m be paid by rri y estate shall y Executor from the principal of my residuary estate as soon as practicable after death. mY Article II All inheritance, estate, and succession taxes (including interest and penalties thereo includin an n, but not g y generation skipping tax) payable by reason of~ my death (whether or not the asset generating those taxes pass under this Will) shall be equitably apportioned anion s g those beneficiaries to whom any benefit from my estate accrues, in the proportion that the value of th interest received by a beneficiary bears to the total value of the ro ert e Property or P P y and interests received by all such beneficiaries. This provision is not a waiver of any right which my Execut reimbursement for any such taxes which become payable as t ~ or has to claim hc, result of any property over which I have the power of appointment. Arti- cle III I give, devise and bequeath in accordance with any memorandum which I have e' ether handwritten or signed, located with my will or with my valuable papers and found wit ' hen 30 days of the probate of my will. Gifts may only be to persons who survive me or to organization s which exist at my death, and if there is a conflict, the memorandum having the latest date shall overn. g Arta- cle IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoe ver situate, I give, devise and bequeath to my daughter, KATHRYN L. HINAMAN of Cumberland County, Pennsylvania. In the event that KATHRYN L. HINAMAN predeceases me or does not survive me by thirty (30) days, I give, devise, and bequeath the remainder of m y estate, of whatsoever nature and wheresoever situate to my granddaughter, REBECCA HIN AMAN, of Portsmouth, Virginia. In the event that REBECCA HINAMAN predeceases me or doe s not survive me by thirty (30) days, I give, devise, and bequeath the remainder of my estate, of whatsoe ver nature and wheresoever situate to my daughter, ANN CASE, to be held in The Ann Case Su Needs Trust, executed on December 20, 2005. PP~emental Article V I nominate, constitute, and appoint my daughter, KATHRYN L. HINAMAN, as Exe cutnx of my Last Will and Testament. In the event of the renunciation, death, or inabili to ty act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my granddau ht REBECCA HINAMAN, as successor Executrix of my Last Will and Test g er, ament. I direct that my -2- Executrix or successor Executrix be permitted to serve without bond and in addition to tho se powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares a nd to file any qualified disclaimer I could have filed if living. 1~1y Executrix and successor Ex ecutnx shall receive reasonable compensation for services rendered to my estate. Article VI In addition to the powers conferred by law, I authorize my Executrix and succes sor Executrix, in his/her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to le gal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficia rY, (~ to file any federal income tax return for any year for which I have not filed such retu rn prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of an such property, y (h) to employ any attorney, investment advisor, or other agent deemed necessa b m Executor; and to pay from my estate reasonable compensation for all their rY y y services, (i) to conduct alone or with others, any business in which I am engaged in, or have an -3- interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees i n effect while their services are performed. IN WITNESS WHEREOF, I, RICHARD J. CASE, hereby set my hand to this my Last Wil 1 and Testament, on ~ ' Z 2008. ~~~ RICHARD J. CASE In our presence, the above-named RICHARD J. CASE signed this and declared this to be his Last Will and Testament and now at his request, in his presence, and in the presence of other, we sign as witnesses. each Name ~~ Cti~~.~.2. L~ Address _845 Sir Thomas Court Suite 12 Harrisbur PA 17109 845 Sir Thomas Court Suite 12 Harrisbur PA 17109 -4- I, RICHARD J. CASE, Testator, who signed the foregoing instrument, Navin been d qualified according to law, acknowledge that I signed and executed this instrument as m W• my that I signed it willingly as my free and voluntary act for the purposes therein ex ressed 'll, and P Sworn to or affirmed and acknowledged before me by RICHARD J. CASE, the Testator, on - , 2008. ,~ ti~ otary ublic NOUIRULL SEAL JACCUELINE A KELLY Nofory Public CRY Of HARRISWRG, DAUPHIN COUNTY My Commlaslon Expire Dec 17, 2011 RI HARD J .ASE We, the undersigned witnesses who signed the foregoing instrument, being dul ualifie according to law, depose and say that we were present and saw the Testator sign and e e ~ to d instrument as his Will; that he signed and executed it willingly as his free and volunta a this purposes therein expressed; that each of us in his sight and hearing signed the Will as witnesseor p) ~ that to the best of our knowledge, that he was at that time ei hteen 18 sound mind, and under no constraint or undue influence. g ~ ~ years or more of age, of Sworn to or affirmed and subsc 'bed to be or me , by ~C~ ~~~ and ~~ witnesses, on z ~ ~ , 2008. ota Public NOwr1AL SEAL 'IACOUELINE A KELLY Notary Public CRY Of HARRISBURG, DAUPHIN COUNTY MY Commlulon Expires Dtc 17, 2011 -$- a~ ~~ Witness ~~ ~~ ~~~u t C (~ tness 062S0007824161 ~~ ~Y OIW(grn.- aoc~v~~~ r~ NoV~r~ I~ . ~a~o~ ~LLLLO ~ __ -~ - ~- -- ~_-<.~ 7 i~ W .-~ ~=~- ~ ; .°. C: ~ _~ ~ ~ GC o ~u ~ v ~~ z ~ oo a U ,,,a ~~~~ ..i U~ ~ ~.," W 3 °~~a ~~., ~ a a ~~~ ~ h 0 m 0 ~ v o s-. U ~ M ~ ~ ~~ ~~ ~o :~ ~~ ~ v 3U ~~ u~ o a o b .~ a +~ ~ b ~ o o~ ~~ +~ ~ o ~ ~ ~ U •~ ~~ ~ ~ bi ~ N I-~ v~ a ~ au o ~