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Home My WebLink About10-25-111505610140 REV-1500 ~ i°1-t°) PA Department of Revenue Bureau of Individual Taxes OFFICIAL USE ONLY PO BOX 280601 INHERITANCE TAX RETURN County Code Year Harrisbu PA 17128-0601 File Number ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT 2 1 1 1 0 1 5 1 Social Security Number Date of Death MMDDYYYY 2 0 5 Date of Birth MMDOYYYY 1 2 1 3 0 0 0 2 0 1 2 0 1 1 0 1 1 0 1 9 2 6 Decedent's Last Name B O N N E R Suffix Decedent's First Name J R C H A R MI (If Applicable) Enter Survtving Spouse's Information Below L E $ A Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THI§ RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS ® 1. Original Return ^ 2. Supplemental Return ^ ^ 4. Limited Estate 3. Remainder Retum (date of death ^ 4a. Future Interest Compromise (date of ^ prior to 12-13-82) death after 12-12-82) 5. Federal Estate Tax Return Required 6. Decedent Died Testate (Attach Copy of Wilq ^ 7. Decedent Maintained a Living Trust 0 ^ 9. Litigation Proceeds Received (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST DE COMPLETED. ALL CORRESPONDENCE AND CONFIDENT Name UiL TAX INFORMATION SHOULD BE DIRECTED T0: I V O V O T T O I I I Daytime Telephone Number 7 1 7 2~ 3 3 ~~4 1 _ . _ ~: REGISTER ~t~g USE ONpY ~"' First line of address ,_ . T. ~ r..y _;} r ;,.n _a O F F I C E S ` ';~` ~•' ' Second line of address _ ~ < -' ~= ~ _. ., City or Post Office • ~ ~ -_ :T-r - State ZIP Code DATE FILED ~~' ~ ' ~ `;,Y,r' C A R L I S L E P A 1 7 0 1 3 Correspondent's a-mall address: rorro ~TSOrrLaw.coNr Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of m it is Uue, correct and complete. Declaration of preparer other than the SIG TURE OF PAR Personal representative is based on all information of which preparer has any k wedge belief, 117 N RESPONSIBLE FOR FILING RETURN ADORES DATE 8 CIRCLE DRTVI- -.J ~~ar, ~I "` "' ~cR ~ r7AN REPRESENTATNE A PA T L 1505610140 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 7013 v Contlnuatlon of REV•11sO01nharibnce Tax Return Realdsnt Decedent CIiAF~.ES A BONNER, JR. 21 11 0181 Dsadml'ti Nanr Papa 1 Fia Nianbar ConrsPondNlls lint D~ Tal~pHona Nunbar FYtit ~ d addnws 8aoaed Ina d addnNs CIa- ar Pbat Ol)toa Sila ZIP Coda PA. HOX 3S5 g~~ J 150561024D REV-1500 EX Decedent's Sociat Security Number Decede~rsivame: CHARLES A• BONNER, JR • 2 0 5 1 2 1 3 0 0 RECAPITULATION 1. Real Estate (Schedule A) .... ....................................... 1. D . 0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. 1 3 6 1 7 0 0. 5 5 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ... ................. . . . . . . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 1 1 6 2 5. 1 7 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested 2 9 6 9 7. ....... 6. Inter-VNOS Transfers & Miscellaneous N -Probate Property (Schedule G) ~ S 3. 0 3 eparate Billing Requested ....... 7. 1 7 0 5 3 0, 5 4 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 1 5 7 3 5 4 9. 2 9 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 5 3 7 4 8 . 3 4 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 3 9 8 0. 1 6 11. Total Deductions (total Lines 9 and 10) ..................... . ..... . • , • 11, 5 7 7 2 8 . 5 0 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 1 5 1 5 8 2 0. 7 9 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............. . .... . .. , 13. • 14. Net Vaiue Subject to Tax (Line 12 minus Line 13) ••••••••••••••••...... 1a. TAX CALCULATION -SEE INSTRUCTIONS FOR APP 1 5 1 5 8 2 0. 7 9 15. LICABLE RATES Amount of Line 14 taxable at the spousal tax rate or , transfers under Sec. 9116 (a)(1.2) X.0 ._ 0 . 0 0 15 16. Amount of Line 14 taxable . 0 • 0 D at lineal rate x .045 1 5 1 5 8 2 0. 7 9 16, 6 8 2 1 1 9 17. Amount of Line 14 taxable . 4 at sibling rate X .12 0 . 0 0 17 18. Amount of Line 14 taxable , 0 • 0 0 at collateral rate X .15 0 . 0 0 18 0. 0 0 19. TAX DUE ~ .... .................................. .......... .. • , .. 19• 6 8 2 1 1. 9 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610240 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: A. Flle Number 21 11 0151 8 Circle Drive cITY Carlisle STATE PA ZIP 17015 Tax Payments and Credits: ~ • Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments 36 000.00 B. Discount 1 789.42 3, Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Une 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 68,211.94 Total Credits (A + g) (2) 37,789.42 (3) (4) 0.00 (5) 30,422.52 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROP~tIATE 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; ........................ ....... ^ c. retain a reversionary interest; or .. p. y ........................................................................................ d. receive the promise for life of either a ments, benefits or care? ....................................................... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ® ^ 3. Did decedent own an 'intrust for' orpayable-upon-death bank account or security at his or her death? ......... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a benefiaary designation? ........................................................................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1,1994, and before Jan. 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent (72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for 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 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (g_98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES A. BONNER, JR 21 11 0151 Aii Property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. Wells Fargo Advisors Account No. 1648-1969 OF DEATH See attached 1,165,975.32 2. 1200 sh, Primco Corp., Income Fd, held in Wells Fazgo Account No. 1648-1969 See attached 19,968.00 3 • 2045.4242 sh, PPG Stock Fund, held in PPG Employee Savings Plan Beneficiary: Estate 174,863.31 See attached 4• 47.6697 sh, Stable Value Fd, held in PPG Employee Savings Plan Beneficiary: Estate 893.92 See attached TOTAL (Also enter on line 2, Recapitulation) I ~ 1 361 700 55 (If more space is needed, Insert addiLonal sheets of the same size) REV-1508 EX + (g_98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPaSItS, & MISC. IN RES DENTEDE EDENTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER CHARLES A. BONNER, JR. 21 11 0151 All property joins ed~wMh right of sure orshp must be disco ed on S hedu a F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Commonwealth of PA, proceeds of Unclaimed Property 15.17 2. ~ Personal property, appraised value 3. 1994 Buick sedan See attached 4. 2006 Chevrolet Trailblazer See attached TOTAL (Also enter on line 5, Recapitulation) I a 11 (If more space is needed, insert additional sheets of the same size) - - - 160.00 750.00 10,700.00 REV-1509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT :QTATC AC. SCHEDULE F JOINTLY-OWNED PROPERTY CHA1tLES A. BONNE JR FILE NUMBER: 21 11 0151 ff an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIC A. Lisa B. Hoerner 8 Circle Drive Cazlisle, PA 17013 B. C JOINT LY-0WNED PROPERTY : ITEM NUMB LETTER FOR JOINT DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMB ER TENANT .JOINT ER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY H - ELD REAL ESTATE. 1. A. 09/08 Wachovia checking 8692 See attached 2. A. 09/08 Wachovia checking 3771 ($50,423.50 + $3.75 interest) See attached Daughter TO DECEDENT DATE OF DEATH DECEDENTS D VALUE pEFATH VALUE OFASSET INTEREST DECEDENTS INTEREST 8,958.80 50. 4,479.40 50,427.251 50. 25,213.63 TOTAL (Also enter on Line 6, Recapitulation) I 3 If more space ~s needed, use additional sheets of 29 693 03 paper of the same s¢e. REV-1510 EX+ (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER•VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER CHARLES A. BONNER, JR. 21 11 0151 This schedule must be completed and filedrf the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY INp.UDETHE NAME OF THE TRANSFEREE, THF1R RELATIONSHIP TO DECEDENT AND DATE OF DEATH 96 OF DECa'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE. VALUE OF ASSET INTEREST ' pFnaa~q VALUE 1. Real Estate located @ 8 Circle Drive, Carlisle,PA 17013,1aiown as 165,600.00 100.00 3,000.00 162,600.00 Tax Parcet No. 21-17-2694-014, transferred to Lisa B. Hoerner, daughter, 8/18/2010. Value is assessed value. See attached Deed. 2. Western National Life Insurance Co. Annuity Contract FJ220338 7,930.54 100.00 7,930.54 Beneficiaries: Lisa B. Hoemer, daughter, 50%; Charles A. Bonner, III, son, 50% _ TOTAL (Also enter on Line 7 Recapitulation) ~ ~ 170 530 54 If more space L~ needed, use add~tlonal sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~4ND ADMINISTRATIVE COSTS ~..~~~+~~ yr FILE NUMBER CHARLES A. BONNER, JR 21 11 0151 DecederK's debt: must be repon~d on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Auer Cremation Services of PA, Inc., Harrisburg, PA 390.41 2. Expenses for burial in Kitty Hawk, NC 581.08 3. Custom Design Monuments, grave mazker 165.60 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: Martson Law Offices 3. Famiy Exemptlon: (If decedenCs address b not the same as da(manfs, attach explanation.) Claimant Lisa B. Hoerner Street Address 8 Circle Drive City Carlisle S~~ PA Zlp 17013 Relationship of Claimant to Decedent Daughter 4• probate Fees: Register of Wills of Cumberland County 5 Aa;ountant Fees: 6. Tax Return Preparer Fees: 7. EVP stock valuation 8. Ibis Appraisal Services, appraisal fee 9. Filing fee, Inheritance Tax return 10 Additional Probate fee 48,000.00 3,500.00 477.50 38.75 30.00 15.00 550.00 TOTAL (Also enter on Line 9, Recapitulation) I S 53 748 34 If more space is needed, use addUional sheets of paper of the same size. REV-1512 EX+ (12-OB) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS ESTATE OF FILE NUMBER CHARLES A. BONNER, JR. 21 11 0151 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimburaed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Larry Walker, 2010 personal income tax returns, account payable 495.00 2. US Treasury, 2010/1040 personal income tax due 2,373.00 3. PA Department of Revenue, 2010/PA40 personal income tax due 357.00 4. Wells Fargo credit card, account payable 401.00 5. AT&T Universal credit card, account payable 263.43 6. Hartzel Eye MDs, account payable 74.00 7. Masland Associates, account payable 16.73 TOTAL (Also enter on Line 10, Recapitulation) I a 3 980 1 If more space ~ needed, insert additional sheets of the same size. REV-1513 EX+(01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: ^ueur ~e SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [indude ouhight s usal distributions and transfers under Sec. 9116 (a~1.2).] 1. TUW tbo Charles A. Bonner, III Charles A. Bonner, III and Lisa Hoerner, Trustees 2. Lisa Hoerner 8 Circle Drive Carlisle, PA 17013 21 11 0151 \TIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 657,798.61 Lineal I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV 1500 II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET I ; If more space Is needed, use addlt)onal sheets of paper of the same size. 858,022.18 Sch F, lines 1&2; Sch G, line 1 & one-half residue AS APPROPRIATE. REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 34.000.00 Discount: 1,789.42 Interest Tabie Year Days Delinquent this time period Balance Due this year Interest this period Before 1981 1982 1983 1984 1985 1986 1987 1988 throu h 1991 1992 1893 throu h 1994 1995 throu h 1988 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: F~\FILES\Clients\13011 Bom~er\13011.Lwi11.2010 ~ ~ ~ ~~~ ~/, I- / \ ~_1 LAST WILL AND TESTAMENT I, CHARLES A. BONNER, JR., of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. ITEM ONE I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor(s) shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM TWO I give, devise and bequeath all of the rest, residue and remainder of my estate, both real and personal property, in the following manner: A. Fifty percent (50%) thereof unto my Trustees, in Trust, for the following purposes: 1. I direct that my Trustees shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all expenses incident to the management of the trust, shall pay the net income, at least quarter-annually, to my son, CHARLES A. BONNER, III, for his lifetime. 2. Upon the death of my said sqn, rfry Trustees shall distribute the principal of the Trust to the issue of my deceased son, CALLIE ANN KITZMILLER and JESSICA MARIE BONNER. B. Fifty percent (50%) thereof unto my daughter, LISA HOERNER. C. To the extent that the same is permitted bylaw, none of the beneficiaries hereunder shall have any power to dispose of or to charge by way of anticipation any interest given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and attachments and proceedings of whatsoever kind, at law or in equity. Ca~ ~uuuai~~ Page 1 of 6 Pages ITEM THREE POWERS OF EXECUTORS AND TRUSTEES In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executors and Trustees, and their successors, shall have the following discretionary powers applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution. A. To retain any property of any nature received by them for whatever period they shall deem advisable; B. To invest and reinvest all or any part of said property in such stocks, bonds, common trust funds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, common trust funds, securities, accounts or certificates ofdeposit ofthe Trusteess) or other property, real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; E. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; F. To assume continuance of the status of anybeneficiary with. regard to death, marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; G. To pay from the trust, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property ~~~ Page 2 of 6 Pages distributed, and my Trustees, in my Trustees' absolute discretion, may cause the share distributed to any distributee to be composed of property similaz to or different from that distributed to any other distributee; I. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; K. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; L. To compromise claims; M. To continue for whatever period of time as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done had I been living; N. To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; O. In the event that any amounts are payable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated to be an incapacitated person, but who, by reason of illness or mental or physical disability is, in the opinion of the fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts may be paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any of the following ways as he, she or they may deem best: 1. Directly to such beneficiary; 2. To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; G'~'~ [Initials] Page 3 of 6 Pages 3. To a person having custody of such beneficiary for the benefit of such beneficiary; 4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. Evidence of the application of payment of an amount in such a manner shall be a full and complete discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. P. To employ agents, attorneys and proxies and to delegate to them such power as my personal representative and Trustees consider desirable and to pay reasonable compensation for such services as maybe rendered by such agents, attorneys and proxies; Q. To conduct an inventory of any safe deposit box necessary to the administration of my estate. R. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of my Estate. ITEM FOUR PROTECTIVE PROVISIONS All income or principal held for the use and benefit of the beneficiaries of any trust hereunder shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my Trustees, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. ITEM FIVE APPOINTMENT OF EXECUTORS AND TRUSTEES I nominate, constitute and appoint my children, CHARLES A. BONNER, III, and LISA HOERNER, or either of them if one shall be unable or unwilling to serve, or continue to serve, as Executors of my estate. I nominate, constitute and appoint my children, CHARLES A. BONNER, III, and LISA HOERNER, or either of them if one shall be unable or unwilling to serve, or continue to serve, as Trustees of any trust created hereunder. L `h' [Initials] Page 4 of 6 Pages ITEM SIX WAIVER OF BOND I direct that all fiduciaries acting under the Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. IN WITNESS WHEREOF I have hereunto .set my hand and seal this ~~ '~ day of ~~art~hl ~ G~~, ~ (SEAL) Charles A. Bonner, Jr. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. ~, Page 5 of 6 Pages COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND We, Charles A. Bonner, Jr., No V. Otto III, and ~? ~, `7~'l. ~ ~ ,the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best ofhis/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. A. Bonner, Jr., Testator Witness' ~~ ,~.~ W' s Subscribed, sworn to and acknowledged before me byJ~Charles A. Bonner, Jr., the Testator, and subscribed and sworn to before me by ~ ~ iJ0 U ~ ~. ~ ~ and a/' ~ ~2t~ ,the witnesses, this /d`~da of ~~ , ~0 ~D Notary Public ~~ivlbtONWEALTI3 OF PENNSYLVANIA NOTARIAL SEAL • Victoria L. Otto, Notary Public Carlisle Borough, Cumberland County My commission expires'December 20, 2010 Page 6 of 6 Pages Estate Valuation Date of Death: 02/01/2011 Estate of: Charles A. Bonner, Jr. Valua tion Date: 02/01/2011 Account: 10311.1 Proce ssing Date: 05/16/2011 Report Type: Date of Death Number of Securities: 25 File ID: 13011.1 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adustments Accruals Value 1) 900 CHEVRON CORD NEW (166769100; CVX) COM NYSE 02/01/2011 96.99000 95.17000 H/L 95.830000 38,332.00 2) 178 DEL MONTE FOODS CO (29522P103; DLM) COM NYSE 02/01/2011 18.96000 18.99000 H/L 18.950000 3,373.10 Div: 0.09 Ex: 01/18/2011 Rec: 01/20/2011 Pay: 02/03/2011 16.02 3) 400 EXXON MOHIL CORP (302316102; XOM) COM NYSE 02/01/2011 83.96000 81.04000 H/L H2.500000 33,000.00 4) 200 FORTUNE BRANDS INC (349631101; FO) COM NYSE 02/01/2011 62.09000 61.37000 H/L 61.730000 12,396.00 5) 75 HANESBRANDS INC (410345102; HBI) COM NYSE 02/01/2011 23.70000 23.03000 H/L 23.365000 1,752.37 6) 900 HEINZ H J CO (923074103; HNZ) COM NYSE 02/01/2011 97.79000 47.28000 H/L 47.535000 19,019.00 7) Unknown CUSIP (MTLQQ) 0.00 8) 8973 PPG INDS INC (693506107; PPG) COM NYSE 02/01/2011 86.22000 84.76000 H/L 85.490000 729,356.77 9) 400 PPL CORP (693517106; PPL) COM NYSE 02/01/2011 25.91000 25.51000 H/L 25.710000 10,289.00 10) 1000 S & T BANCORP INC (783859101; STBA) COM NASDAQ 02/01/2011 22.93000 21.71000 H/L 22.070000 22,070.00 Div: 0.15 Ex: 01/27/2011 Rec: 01/31/2011 Pay: 02/25/2011 150.00 11) 600 SARA LEE CORD (803111103; SLE) COM NYSE 02/01/2011 17.29000 16.68000 H/L 7.7.060000 10,236.00 12) 600 UGI CORP NEW (902681105; UGI) COM NYSE 02/01/2011 31.86000 31.05000 H/L 31.955000 18,873.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricinq Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.9.1) Date of Death: 02/01/2011 Estate of: Charles A. Bonner, Jr. Valua tion Date: 02/01/2011 Account: 10311.1 Proce ssing Date: 05/18/2011 Report Type: Date of Death Number of Securities: 25 File ID: 13011.1 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 13) 785 WINDSTREAM CORP (97381w104; WIN) COM NASDAQ 02/01/2011 13.09000 12.87000 H/L 12.980000 10,189.30 14) 20000 FORD MTR CO DEL (395370CA6) NYBE DTD: 07/16/1999 Mat: 07/16/2031 7.958 02/01/2011 109.24630 Bid 109.296300 21,849.26 Int: 01/16/2011 to 02/01/2011 62.08 15) 20000 PENNSYLVANIA ST TPK COMMN TPK (709223NM9) FT Intr. DTD: 03/01/2001 Mat: 12/01/2023 5B 02/01/2011 101.84800 101.83100 A/B 101.839500 20,367.90 Int: 12/01/2010 to 02/01/2011 166.67 16) 1965.795 DMC TAX FREE INCOME TR PA (233216100; DELIX) SH BEN INT A NASDAQ 02/01/2011 7.46000 Bid 7.460000 10,939.96 17) 19433.123 EATON VANCE MUNS TR (27826L280; ETPAX) PA MUN INCM A NASDAQ 02/01/2011 8.43000 Bid 8.930000 121,671.23 18) 5004.17 EATON VANCE MUNS TR (27826L330; EANAX) TRADL NATL MUN NASDAQ 02/01/2011 8.63000 Bid 8.630000 93,185.99 19) 685.615 WELLS FARGO ADVANTAGE FDS (EHCBX) WFA HEALT CARE B NASDAQ 02/01/2011 17.00000 Bid ].7.000000 11,655.96 20) 200 EATON VANCE TAX MNGED BUY WRIT (27828X100; ETB) COM NYSE 02/01/2011 19.23000 19.15600 H/L 7.9.193000 2,838.60 21) 986 NUVEEN PA INVT QUALITY MUN FD (670972108; NQP) COM NYSE 02/01/2011 13.21000 13.06000 H/L 13.135000 6,383.61 22) 1200 NUVEEN DIV ADV MUNI FD 3 (67070X101; N2F) COM SH HEN INT ASE 02/01/2011 13.14000 13.00000 H/L ].3.070000 15,684.00 24) 700 PIMCO MUN INCOME FD II (72200W106; PML) COM NYSE 02/01/2011 10.05000 9.96000 H/L 1.0.005000 7,003.50 Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.4.1) Date of Death: 02/01/2011 Valuation Date: 02/01/2011 Processing Date: 05/16/2011 Shares Security or Par Description 25) Unknown CUSIP (BGMPP) Total Value: Total Accrual: Total: ; !~ t fms'~~ ^;~ ,,~ ~~ ~!(~S"97.53 Z Estate of: Charles A. Bonner, Jr. Account: 10311.1 Report Type: Date of Death Number of Securities: 25 File ID: 13011.1 Mean and/or Div and Int Security High/Ask Low/Bid Adjustments Accruals Value 0.00 5399.77 ~ / w ybn ,~`S_ Page 3 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.9.1) Estate Valuation Date of Death: 02/01/2011 Valuation Date: 02/01/2011 Processing Date: 07/15/2011 Estate of: Charles A. Bonner, Jr. Account: 13011.1 Report Type: Date of Death Number of Securities: 2 File ID: 13011.1.bonner.evp Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 1200 PIMCO CORPORATE INCOME FD (722000100; PCN) COM NYSE 02/01/2011 16.79000 16.59000 H/L 16.690000 19,968.00 2) Unknown CUSIP (BGMPP) 0.00 Total Value: 519,968.00 Total Accrual: 50.00 Total: 519,968.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricinq Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.9.1) ~~ g ~ z ~~, ~, ~ m ~ ~rZZ n 'o ~ '~ ao ~ ~ ~ ~D c = ~ -~ mmr ~ v ;~ ~ ~ ~ ~ ,~ m ~ ~ ~ L2.;' . ~ • o~' ~ 0 ~ ~ '''~ ?'t ". -r~ ~ ~ K ~^ ~ ~ ~ ._.~ x Q.R. .. .. ~. .. .; ..! ~~,~: V ~ 1 ~ /~ V~ c ~ C.; fit: ~ `~ g ~ ~ . o : o ; a _. 3q~ ~~ O H N ~ ~ p ., , . 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C N ai ~ , c a N `., ~.;~ +;,.x - ,~1~- D i D Z "~ F d, .~ }sue ml ~== ;,~~~~~ e`%~ = ~: 4~ ~~-' t~ n _- ~S _ r ~_. N - i ~_ Q Y, ~_ ~ v k+~' _ C7 ~ i .~_~ .~- ':'P _ ~_ g _ ~= .: .~,_ o ~" w ~_ -~ r-- c1 of im cn ..ae~`-~. - oar'-.'` _ ,;~._ ~`-` __ Estate Valuation Date of Death: 02/01/2011 Valuation Date: 02/01/2011 Processing Date: 09/28/2011 Shares Security or Par Description 1) 2045.9242 PPG INDS INC (693506107; PPG) COM NYSE 02/01/2011 Total Value: Total Accrual: Total: $179,863.31 $179,863.31 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.9.1) Estate of: Charles A. Bonner, Jr. Account: 13011 Report Type: Date of Death Number of Securities: 1 File ID: 13011.1.evp Mean and/or Div and Int Security High/Ask Low/Bid Adjustments Accruals Value 86.22000 84.76000 H/L 85.490000 174,863.31 ~~~~~,~Y ~_ _ _ _ PPG Industries Plan Administration Unit ~* T C/OING PPV IndlustrleS P.O.Box 5166 Em to ee Sevin s Plan Boston, MA 02206-5166 p y g Statement Period February 1, 2011- February 1, 2011 Questions? n Automated 24-hour Plan Information Line 1-88&774-4011 Customer Service Associates are available weekdays, 8 a.m. to 8 p.m. ET on days the NYSE is open. CHARLES A BONNSR JR TDD Access is available at 1-800-579-5708 8 CIRCLE DR CARLISLE , PA 17 013 ~ Plan's Web site is: hops://PPG.ingplans.com Your TotalAccount Value Opening Value On February 1, 2011 + Employee Contributions + Company Contributions + Other Credits/Payments(a) + Investment Gain (Loss) - Distributions/Debits(b) Account Balance History $173,324.78 ($)In Thousands $0.00 also $0.00 $000 $~~ $3,496.08 sgo $0.00 Say 1` w v~tus~ ~~~8 3. ~ d ..; ~ ~_ .. ~ , ~, ~ - ~ ` _ ~.~ ~ - ~ x i ~ ~ - r ~o YourAssetAllocation & Balance by Fund Values as of February 1, 2011 Investment Type/Fund Name Measure Number of x NAV = Market Value Units Your curtent asset allocation is based on your total dosing market value balance within each investmenttype: 1 % Short Term Investment Fund Stable Value Fund Units 47.6697 $18.752318 0% Bond Funds 0%, Balanced Funds 0%~ Equity Funds 0%, Target Date Funds 99%~ Employer Stock* PPG Stock Fund Units 11,746.5876 $14.976855 $893.92 $175,926.94 Total Fund Balance $176,820.86 'Share Equivalent of Employer Stock(d) PPG Stock Fund Shares 2,045.4242 $86.010000 $175,926.94 To better understand what asset allocation means and which asset allocation may be appropriate for your circumstances, visit the plan's Web site at hops://PPG.ingplans.com or at 1-88$-774-4011. Comparison of your previous year-end total Opening value vs. values closing value 1994 Buick Century Sedan Special Prices with Options Results Page 1 of 3 welcome, Guest I Slgalnl Fa aLktgn Inl Accpuotl 1Nehiln I t1aIR I vKm fn Fiemg > Henn Cars > ~k > Century > 1994 Century Sedan > Prices with Op long > Prices with Options Results - __._.v ~ ------ rwnrar vorusnr sosaoso aanrsrr saw arrewee rsas uao CHANCE 7D WIN A ~b GIFT CAReI edrrp a Uaed or? C.omoare fire peat of irUYinp ~', Predict Mhld1 c•rs consum•rt like Check. the CARFAX ~ vs used Report for every In the currrult eoanomk i Pl.v th. Edmunds vehiCk you're dlmate, buylnp new ~ vhid• Rating consldeNng. "'~ °' 1 I, may actually save eaR1e• you money. 1994 Buick Century Sedan -Prices with Options Results 1701$ UPDATE Pddnq far .w Cadlak, PA True Markst Value• ..Trade-in ;584 Pnvate Party Sale ;754 Dealer Retell ;1,045 Search 1444 B k ent rv Sedan LL tina~ N ar Yo i Pricing Details for a Buick CenturySedan Special 2.2L 4-cyl. 3-speed Automatic Customized True Market Value®Prices Trade-In Private Party . Dealer Recall National Base Price ;244. . .. 5521 ;982.. Optional Equipment SS ;11 526 Power Driver's. Seat ;3 ;6 ;14 Power Windows ;2 ;5 S12 Power Antenna ;0 SO SO Color Ad}ustment - Light Green SO ;0 ;-1 Regional Adjustment - for Zip Code 17013 ;-12 ;-26 ;-50 Mileage Ad}ustment - 75,000 miles ;436 5436 ;436 Condition Ad}ustment - Average S-89 ;-188 5-348 Total _. ;584 5754 51,045 Buying a Certified Used Vehicle Dealer Retell Certified Used Price Vehicle not eligible for certificadon. A better wayte sell your 1994 8uldc Century dose to home. Use True Market Values as the magic number. Sell your car on a site shoppers trust- It's free to list and easy to name your price. p, New Ca ]nyentory Find the right new car in Carlisle, PA ~ ~ Select a make and model to see which dealers have the right car at '~ the right price. L_ _ _ _ _,..'1 Tips and Advii;e ' -- - - - _ I 10 Stepp to B~yin~a Nrw ar ~ 10 Steps to Selling Vo rr ar New Car saving + ~Id Fuel Economy ar of tv Gar Technolopv ~~~~~ ~ http://www.edmunds.com/buick/century/1994/tmv-appraise-results.html 9/28/2011 c~„° I Small ~ Sha[C ~ BSS I NP~~vs 2006 Chevrolet TrailBlazer SUV LS Prices with Options Results Page 1 of 3 Welcome, Guest I SlpD.lpl Pa honk iqn Inl AccouDtl P1pLllfl I Help I In_Uee une IiQmC > Used Cars > S:hCYf91Pd > Trailblazer > 7006 Trailblazer SUV > Prices with O loot > Prices with Options ResuRs r-------._-----.-- ---- __ /aRiaaa YDtiJOMT OIW007a000N'ItlRI CHANCE 7D wDVA r ~~`- ;300 GIFT CARDI MlallOeOalrY cllAUTATOR ~~~ ~ a Used 6r? Pradid~hith cars consumers Ilk• ~~ OYt how mur}r you can aHwd Check the CARFAX Tell us your desired Report for every ~ Play the Edmonds monthly payments & vehide you're vehicle Rating pet a price range for consldeNng. a^"' III Your ne~R car. 2006 Chevrolet Trailblazer SUV -Prices with Options Results 17013 UPDATE Pricing for Grlisle, PA True Market Values Trade-in ;9,468 Private Party Sale ;10,707 Dealer Retail ;11,993 search 2006 Chevrolet TrallBlaser CLV Listin~c N~ YGu Pricing Details for a Chevrolet TrailBlazerSUV LS 4.2L 6-cyl. 4-speed Automatic Customized True Market Value® Prices Trade-In Private Party Dealer Retail National Base Price ;7,672 ;8,837 ;9,978 Optional Equipment ;496 ;568 ;711 AM/FM/CD Changer Audio System ;114 ;131 ;164 Rear Defogger ;58 #66 ;83 Front and Rear Head Airbags ;144 ;165 ;206 Remote Power Door Locks ;51 ;58 ;73 Power Driver's Seat ;129 ;148 ;185 Color Adjustment - Light Green ;-9 ;-11 ;-12 Regional Adjustment - for Zip Code 17013 ;23 ;27 ;30 Mileage Adjustment - 25,000 miles ;1,286 ;1,286 ;1,286 Condition Adjustment - Clean ;0 ;0 . ;0 Total ;9,468 ;10,707 ;11,993 Buying a Certified Used Vehicle Dealer Ratall Certified Used Price ;13,168 A better+NaytoseN your 2006 ChevrotetTrailBlazer dose o hams. Use True Market Values as the magic number. Sell your car on a site shoppers trust- It's free to Ilst and easy to name your price. fidYe ~ Email ~ ShaC2 ~ B53 ~ Newsletter ...Tips and Advl _.__,_..._._...:~_.__L.._. t0 Steoc to Buvid9 a.New Gar t_0 SteQc o c III g Ym it ar New tar Buvina ~:_tides Fuel Economy Car Safety ~ Technoloav ______ New Car Inventory Find the right new car in Carlisle, PA http://www.edmunds.com/chevroletltrailblazer/2006/tmv-appraise-results.html 9/28/2011 Fax Server 3/2/2011 11:10:29 AM PAGE 1/002 Fax Server ~+1~i~lCH01VItL Wachovia Bank Balance Cot>fftmation Services P O Box 40028 Roanoke, VA 24022 March 2, 2011 MARTSON DEARDORFF WII,LIAMS OTTO GILROY & FALLER ** Refermoe ID: 3300606 SUBJECT: Verification / Confirmation of Aooollnt and Balance Information pmvidod fir: C~stmiser; C.'AARi.FC A HONN]ER (SSN# IIIIQC XX-1300) Date a#' Death: February 1, 21111 sit Account Information 'n'pe N~ Date °~~ A~1°®° Bahime Date Maturdy I~aest rloaad! YTD Date opened Dde Rye [rtenat Intent Paid claaea CHECKING }pC}D~p~7pp0~92 58,958.80 1/6/1981 50.00 §0.00 LEGAL Tr1TE: CHARIF,3 A HONKER LISA B HOERNER (ADDED 09x2012008) CHECKING }j}O,pr{771 550,423.30 7/702003 53.75 514.46 LEGAL Tf1T1?: CHARLES ABONNER LISA B HOERNER(ADDED 09120108) Other Account In~rmation A~ Date ofHaLtoae D~ Type N~h~ ~ ~ ~~ Collected '1' X700~DI7000~ID338 AMERICAN GENERAL - Far iafonnetioo negerding aQU~iey p]~ ~ 800-424990 Other Information Ode ar aa»c of the n~queded aoaouada have converted to Wella Fargo Hack dad a netpoase oo thane aooauda will follow ~mder aepaade cover. .% - r ~" Papa 1 of 2 i ~/ ~~ ~~ ~ ~~~ O l Z TaxDB Result Details Page 1 of 1 DistrictNo 21 Parcel ID 21-17-2694-014. MapSuffix HouseNo 8 Direction Street CIRCLE DRIVE Ownerl HOERNER, LISA JR C/O PropType R PropDesc LivArea 1488 CurLandVal 43800 CurImpVal 121800 CurTotVal 165600 CurPrefVal Acreage .59 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 04 SaleDa 15 SaleCe 20 SaleYr 10 DeedBlcPage 201009503 YearBlt 1962 HF_File Date 10/22/2004 HF_Approval_Status R Detailed Results for Parcel 21-17-2694-014. in the 2010 Tax Assessment Database http://taxdb.ccpa.net/details.asp?id=21-17-2694-014.&dbselect=l ~ ~~ ~ 7/15/2011 ..,..-_ ~ ~~ _. . ~'~Ic~r~su~1 C~~~ F \FILES\Clients\13011 Bonner113011.1 deed 001 S3Q Parcel No. 21-17-2694-014 DEED MADE THE 18`h day of February, 2010. BETWEEN CHARLES A. BONNER, JR, widower, of Cumberland County, Pennsylvania, hereinafter referred to as: Grantor, AND LISA HOERNER, married woman, of Cumberland County, Pennsylvania, hereinafter referred to as: Grantee, In consideration of ONE DOLLAR ($1.00), the receipt whereof is hereby acknowledged, the Grantor does hereby grant and convey to the Grantee, her heirs and assigns: ALL that certain tract or pazcel of land and premises, situate in Middlesex Township, Cumberland County, Pennsylvania, more particulazly bounded and described as follows: BEGINNING at a point on the West side of Circle Drive on the hereinafter mentioned plan of lots which point is at line of Lot No. 41 on said plan; thence by a curve to the left along the West side of Circle Drive; 50 feet to a point at line of Lot No. 10; thence by the line of Lot No. 10 in a Southwesterly direction, 226.4 (erroneously referenced as 116.4 feet on prior Deed) to a point at line of Lot No. 9; thence by the line of Lots Nos. 9 and 8 in a Westerly direction, 105.4 feet to a point at line of Lot No. 14; thence by the line of Lots Nos. 14 and 15 in a Northerly direction,148 feet to a point; thence continuing in a Northerly direction along the line of Lot No. 16, 27 feet to a point; thence by the line of Lot No. 41 in an Easterly direction, 206 feet to a point, the place of BEGINNING. ~P~~4.~2e G .~~ BEING Lot No. 11 on the Plan of Country Club Acres, which Plan is recorded in the Office of the Recorder of Deeds in and for Cumberland County in Plan Book 7, Page 43; and being improved with a one story brick dwelling house and attached garage known and numbered as 8 Circle Drive, Carlisle, Pennsylvania. [JNDER and subject to certain restrictions and covenants as set forth in prior Deeds BEING the same premises which Richard F. Conant and Lorraine A. Conant, his wife, by their deed dated February 24, 1987, and recorded in Cumberland County Pennsylvania Deed Book M, Volume 32, Page 1021, granted and conveyed unto Charles A. Bonner, Jr. and Esther N. Bonner, his wife. Esther N. Bonner died November 8, 1998, leaving title solely vested in Charles A. Bonner, Jr., Grantor herein. AND the said Grantor does hereby covenant and agree that he will warrant specially the property hereby conveyed. THIS IS A CONVEYANCE FROM FATHER TO DAUGHTER AND IS THEREFORE EXEMPT FROM REALTY TRANSFER TAX. [The Remainder Of This Page Is Intentionally Left Blank] IN WITNESS WHEREOF, said Grantor has hereunto set his hand and seal the day and year first above written. SIGNED, SEALED AND DELIVERED IN THE PRESENCE OF `G .~~ ez L.C%~~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND (SEAL) harles A. Bo er, Jr. ): ss. On this, the 18th day of February, 2010, before me, the undersigned officer, personally appeared Charles A. Bonner, Jr., known to me or satisfactorily proven to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my h d and official seal. ~~--~~~~- ~ (SEAL) Notary Public ~vtMUNWEAL'I'H OF PENNSYLVANIA NOTARIAL SEAL victoria L. Otto, Notary Public i~arlisle Borough, Cumberland County j My coro mission expires December 20, 2010 __ I hereby certify that the precise residence and complete post office address of the within Grantee is 8 Circle Drive, Carlisle, PA 17013 Attorney for Grantee NTS MARTSON DEARDORFF WILLIAMS OTTO GILROY & FALLER MARTSON LAW OFFICES 10 EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE 717-243-3341 FACSIMILE 717-243-1850 INTERNET www.mal'tSOtlIAW.COm . i ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1COURTHOUSESQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number - 201009503 Recorded On 4/15/2010 At 10:49:36 AM * Instrument Type -DEED Invoice Number -63951 User ID - KW * Grantor - BONNER, CHARLES A JR * Grantee - HOERNER, LISA * Customer - MARTSON * FEES STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $23.50 JUSTICE RECORDING FEES - $11.50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 CU1d8ERLAND VALLEY SCHOOL $0.00 DISTRICT MIDDLESEX TOWNSHIP $0.00 TOTAL PAID $62.00 * Total Pages - 5 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA /~ RECORDER O * -Information denoted by an asterisk may change during the verification process and may not be reflected on this page. 001S30 III IIIII~IIIIIIIIIIIIIIIIIII - _ _ _ WNL VALIC PAGE 02/02 10/20/2011 15:44 8063426966 WESTERN ~ NATIONAL I l t e Insurance C o m p a n y P.C). fiox 8/1 nrnaril{o.Texas 79179-0R71 1.8UO.4;~4.a990 October. 20, 2011 MARTSON LAW OFFICE 10 EAST HIGH ST CARLISLE PA 1013 Via Facsimile: 717.243.1. $SO Re: Annuity Contract FJ220338 Deceased Charles Bonner pear Ms. Otto: Thank you for your recent inquiry regarding tk~.e above referenced annuity contract. We would like to take this opportunity to respond to your request. The accumulated value of this contract as of F'ebniary 1, 2011, the date of death, is 57,930.54. Ms. Otto, we appreciate the opportunity to assist yvu. Should you k-.ave any questions, please contact our Client Care Center at 1-$00-424-•4990. Sincerely, Angel• Furlong Annuity Claims Department ~~.~. ~ ~ Z