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Home My WebLink About05-11-12EX (01-10) J REV-1500 1505610143 PA De artment of Revenue OFFICIAL USE ONLY P Pennsylvania county cone rear File Number Bureau of Individual Taxes OEPPPThIENTOF PEYENIIE Po Box.2aosot INHERITANCE TAX RETURN 21 1 l 1141 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birlh 09 06 2011 12 15 1923 Decedent's Last Name Suffix Decedent's First Name MI r LOPATA ANNE F (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa, Future Interest compromise ^ 5. Federel Estate Tax Retum Required (tlate of death after 12-02-92) ® g Deoetlent Dietl Teetele (Attach Copy of Wil9 ® ~ Oeoetlenl Melnlained a Living Trust (Attach Copy or TrusQ e. Total Number of Safe De Oei p t BDXee ^ 9. Litigation Proceeds Received ^ iO. Spousal POVertycredit{date of death between l2-31-91 end -1-95) ^ tt,Election to taz under Sec. 91t3A ( ) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number FRANCIS A ZULLI 717 232 1488 First line of address 109 LOCUST STREET Second line of address City or Post Office State HARRISBURG pA Correspondent'se-mall address: W2S@mindepring.com REGISTER OF WILLS USE ONLY ~' p ~ ~ ? ~ 'c~ .. I ~ . ~'_ .-- z ~ ) r tom` ZIP Code ~ FILED -fir _ ~,_ L - 17101 ui ~'~ O c -~~--~ -~~-~----•.-•,-•,.•---~-~_-•_•••~_•__~~~~~~~__,~~,=~=,u~~, N,o,u=,~~y arwnryenymg scneames ana srarements, ana ro the best of my knowledge and belief, it is We, correct and complete. Declaration of preparer otherthan the personal representative is based on all information of which preparer ias any I novAedge. SIGNATURE OF RSON N ISLE OR FILING RETURN ~ TE /~~~ Jean D. Seibert ?j ADDRESS // 109 Loc et, Harrisb r A 1 01 SIGNATUR F PARER OTHER THAN R TA / D E Francis A Zulli ~l~T/ /L/ ~ 7j ADDRESS 109 oc st Street, Harrisb , PA 17101 1505610143 Side 1 :1505610143 J Side 2 L 1505610243 1505610243 J 1505610243 REV-1500 EX Decedent's Social Security Number oe~eaem~s Name: LO PATH, ANNE F. RECAPITULATION 1. Real Estate (Schedule A) ......................................................................................... . 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... . 3. 4. Mortgages & Notes Receivable (Schedule D) ......................................................... . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... . 5. 1 3 , 7 9 9 . 9 9 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............ . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............ . 7. 6 3 3 , 5 61.6 8 g. Total Gross Assets (total Lines 1-7) ...................................................................... . 8. 6 4 7 , 3 61.6 7 9. Funeral Expenses & Administrative Costs (Schedule H) ........................................ . 9. 11 , 7 4 8 . 1 2 10. Debts of Decedent, Mortgage Liabilities, & Llens (Schedule I) ............................... . 10. 1 1 , 4 6 8 . 4 7 11. Total Deductions (total Lines 9 & 10) .................................................................... .. 71. 2 3 , 2 1 6 . 5 9 12. Nei Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 6 2 4 , 1 4 5 . 0 8 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................ . 73. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... .. 74. 6 2 4 , 14 5 . 0 8 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 6 2 4, 14 5. 0 8 16. 2 8 0 8 6. 5 3 r 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ................................................................................................................... .. 19. 2 8, 0 8 6. 5 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 150561243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 11 - 1141 Lopata, Anne F. STREET ADDRESS 222 Messiah Circle, Room 3 CITY STATE Mechanicsburg PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (tj 28,088.$3 2. Credits/Payments A. Prior Payments 26,500.00 e. Discount 1,394.74 Total Credits (A + B) (2) 27,894.74 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 191.79 Make Check Payable to: REGISTER OF WILLS, 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 properly transferred or its income :.................................... ^ c. retain a reversionary interest; or .................................................................................................................. ^ d. receive the promise for life of either payments, benefts 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 "in trust for" or payable upon death bank account or security at his or her death?......... ^ ^x 4. Ditl 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 Jan. 1, 1995, the taz 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 dales 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 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 of 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. §911fi 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. 59116 (a) (1.3)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEPLTH OF PENN6YLVANIq PERSONAL PROPERTY INNERRANCE TAX RETLRN RE610ENi DECEDENT ESTATE OF Lopata, Anne F. FILE NUMBER 21 - 11 - 1141 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 M&T Bank Checking Account No. 56312075 Accrued interest 2 2011 PA Income Tax Refund VALUE AT DATE OF DEATH 13, 562.96 0.03 237,00 TOTAL (Also enter on Line 5, Recapitulation) ' 13,799,99 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Lopata, Anne F. FILE NUMBER 21 - 11 - 1141 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY Indutle the name of lhO Vensferee, their relatiopsftip to tlecetle0t antl the tlateW transfer Attach a copy o(the tleetl far real estate. DATE OF DEATH VALUE OF ASSET %OF DEDD'S INTEREST EXCLUSION (IF APPLICABLE) i TAXABLE VALUE M&T Investment Group Account No. 1104258115, Anne Lopata Trust Agt dtd 3-16-1995, beneficiaries are Margaret Anne Lopata and Joel A. Lopata, her children, assets listed below: 1 United States Series EE Savings Bond as,isz.oo 49,192.00 2 2500 Shares of AT&T Inc @ $27.755 per share ss,3a7.so 69,387.50 3 252 Shares of Exxon Mobile @ $70.615 per share t7,7sa.sa 17,794.98 Exxon Mobil Dividend ita.aa 118.44 4 1000 Shares of Verizon Communications Inc @ 35,030.00 35,030.00 $35.03 per share 5 400 Shares of Vodafone Group PLC New @ $25.70 to,2ao.oo 10,280.00 per share 6 8919.485 Units of Federated Total Return Sers @ 102,038.91 102,038.91 $11.44 per unit 7 2649.849 Units of MTB Group Fds Income @ $10.22 z7,oat.as 27,081.46 per unit 8 4993.063 Units of MTB Group Fds US GV Bd @ 50,579.73 50,579.73 $10.13 per unit 9 9708.698 Units of Pimco Fds Pac Invt Mgmt Ser @ tos,sas.as 106,989.85 $11.02 per unit 10 5482.429 Units of Ridgeworth Fds Seis Flrt @ $8.51 46,655.47 46,655.47 per unit TOTAL {Also enter on line 7, Recapitulation) 633,561.68 SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY continued ESTATE OF Lopata, Anne F. FILE NUMBER 21-11-1141 This schedule must be completed and filed if the answer to any of questions 7 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY Incluee the name INihe transferee, their relationship to aecetlent antl fhe tlate of trenster. Attachecopy of the Oeetl for real estate. DATE OF DEATH VALUE OF ASSET %OF DECD'6 INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 11 5967.868 Units of Vanguard Fixed Income Secs Fd 61,170.65 61,170.65 $10.25 per unit 12 4773.64 Units of Vanguard Bd Index Fd Inc @ $10.71 51,125.66 51,125.68 per unit 13 Principal Cash Balance s,sso.oo 5,630.00 14 Cash Balance aa7.ot 487.01 Page 2 of Schedule G COMMONWEALTH OF PENNSYLVPNIA INHERITANCE TA%RETURN RESIDENT pELEDENT St~DIA_E H ~F~11~1p~~R~AI_pD~~rEE~N/S~/E~S$~r MLA~CI V 1 f W I IY G WJ 1 J ESTATE OF LOpata, Anne F. _ _ Debts of decedent must be reportr ITEM NUM~BER~FUNERAL EXPENSES: DESCRIPTION n. ~ I Auer Cremation Services of PA, Inc on Schedule I. B. ADMINISTRATIVE COSTS: ~. Personal Representative's Commissions Name of Personal Representatives} Jean D. Seibert Street Address 109 Locust Street city Harrisburg state PA zip 17101 Year(s) Commission paid 2. attorney's Fees Wion, Zulli and Seibert -- Francis A Zulli 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Atldress City State Zip Relationship of Claimant to Decedent a. Probate Fees Register of Wills Register of Wills -filing fee Register of Wills -Short Certificate 5. Accountant's Fees 6. Taz Return Preparel's Fees 2011 Income Tax Returns 7, Other Administrative Cosls 1 Cumberland Law Journal -Advertising Letters AMOUNT 73.00 1,000.00 3,500.00 130.50 30.00 4.00 400.00 75.00 IUMBER 21 - 11 - 1141 TOTAL (Also enter on line 9, Recapitulation) 11,748.12 COMMONWEALTH OF PENNSYLVANIA INHERITANCE iAX RETURN RESIDENT DECEDENT ESTATE OF Lopata, Anne F. Schedule H Funeral E~er~es & Adtrrn~tratiVe C06IS CUdlUrriled Central Penn Business Journal -Advertising Letters M&T Investment Group Trustee Termination Fee 21 - 11 - 1141 150.00 6, 335.62 Reserve for Certified mailings, copies, etc. ~ 50.00 Page 2 of Schedule H SCHEDULEI ~ DEBTS OF DECEDENT, MORTGAGE Cg4N0NWElLLTH OF PENNSVLVANIq LIABILITIES ]~. INHERITPNCE TN(RETURN f `^ E RESIDENT OECEOENL FILE NUMBER ESTATE OF Lopata, Anne F. 21 - 11 -1141 Report debts incurretl by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Messiah Village 10,125.64 2 Alert Pharmacy Services 70.72 3 At&T Universal Credit Card 521.11 4 East Pennsboro Ambulance Service, Inc 100.00 5 2011 Federal Income Tax Payment 651.00 TOTAL (Also enter on Line 10, Recapitulation) ~ 71,488.47 REV-161] EXa 111.08) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lopata, Anne F. FILE NUMBER 21 - 11 - 1141 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llsl Trustsals) SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) I, TAXABLE DISTRIBUTIONS[include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Anne F. Lopata Revocable Trust Agmt dtd Trust 100% of Residue March 16, 1995, beneficiaries are Margaret A. Lopata and Joel A. Lopata, her children Enler dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 1500 cover sheet, as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0,00 0 1..~~7 i ` ~~cs~ i11 ~~ C~he~t~.m.Pn~ ~~ ~ ~~~ _ ~- -~ .. '_ r __ `-n o ANNE F. LUPATA '"' I, ANNE F. LOPATA, of Susquehanna Township, Dauphin County, (Pennsylvania, being of sound and disposing mind, memory and ,,understanding, do hereby declare this as and for my Last Will and Testament, hereby revoking all Wills and Codicils previously made by me. 1. I direct the payment o£ my debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. To the extent that the assets of my residuary estate are insufficient to pay the expenses of my last illness and funeral and administrative expenses of my estate and any ;estate and inheritance taxes payable by reason of my death, my ICI Executor may seek payment from the trustee of the Trust herein of trr referred to. Z. I give all my articles of personal or household use, including any automobiles I own at the time of my death, in equal shares, to my children, MARGARET A. LOPATA and JOEL A. LOPATA, or their issue, per stirpes. In the event either one of my children should predecease me and no issue survive him or her, then his or her share of my estate shall be given to the survivor of my two children, or to his or her issue, per stirpes. 3. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real or personal, and wherever t}ie same may be situate or located, as an addition to the ANNE F. LOPATA REVOCABLE TRUST AGREEMENT, under my Trust Agreement dated ~~~~~ i~ ~ 1995 previously executed by me, as amended, to be added to any principal held thereunder subject to that Agreement as it exists at the time of my death. 4. In addition to the powers conferred by law, I authorize my personal representative in its absolute discretion: A. To retain in the form received or to sell at either public or private sale, any real or personal property, and to make distributions of personal property as set forth in this Last Will and Testament. B. To manage real estate. C. To-invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification. D. To exercise any option or rights arising from ownership investments. E. "o compromise claims without court approval, and without the consent of any beneficiary. 5. I nominate, constitute and appoint DAUPHIN DEPOSIT BANH AND TRUST COMPANY of Harrisburg, Pennsylvania as Executor of this, my Last Will and Testament. 6. I hereby relieve my personal representative from the necessity of posting security in connection with its duties as such in any jurisdiction in which it may be called upon to act insofar as I am able by law to do so. IN WITNESS WHEREOF, I, ANNE F. LOPATA, have hereunto set my hand and seal this /6 ~ day of ~~~ 1995. Anne F. Lopata Signed, sealed, published and declared as and for the Last Will and Testament of Anne F. Lopata, the Testatrix, in our presence, who, in her presence, and in the presence of each other, and at her request, have/h~erefutonset our hands as subscribing witnesses hereto. i ~ 2 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF DAUPHIN We, Anne F. Lopata , u~li~ '~- ~~~„~~~.y and ~. !~ ii ~~ the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby declare to the undersigned authority that we were present jand saw the Testatrix sign and execute the instrument as her Last I Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her I !free and voluntary act for the purposes therein expressed, and that: ,each of the witnesses, in the presence and hearing of the Testatrix, ~~,signed tia Will as witness and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age 'or older, of sound mind and under no constraint or undue influence, and I, the said Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Wi11 and Testament, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Subscribed, sworn to and before me by Anne F. Lo the Testatrix, andsubsci before ,rge by _ j7_ and //i-~ /_ . '[1;.,;. ,~ this //~ ~b"da,y- off, l J,~;=~ to to tnesses, A. D. 19 95. NOTARIAL SEAL ANN J. LONG. Notary Public HeITlebur~, Otupbin County. Pe. M Cammlrclcn Ex re: Oct. 30. 1995 J i~ !~ REVOCABLE TRUST AGREEMENT I, ANNE F. LOPATA (Settlor), of 608 Shield :itreet, Harrisburg, Pennsylvania, hereby transfer to Dauphin Deposit Bank and Trust Company (hereinafter called the Trustee), a~Pennsylvania bank and trust company, such property as may be delivered contemporaneously herewith and as described on the Schedule of Property hereto attached and such property as is transferred at such time or times hereafter, to be held IN TRUST as follows: FIRST Dispositive Provisions For My Benefit - During My Lifetime: A. All of the net incom shall be paid to me at least quarterly or shall be paid or accumu a ed and added to principal, as I may direct in writing; B. As much of the principal as I may from time to time request in writing shall be pai to me, or as I may.othe:rwise direct; C. If, in the Trustee's judgment, after consultation with and concurrence by my children, MARGARET A. LOPATA and JOEL A. LOPAl'A, I am at any time unable to act or to apply the payments to my own best interest and advantage, the Trustee may apply directly for my benefit as much of the income and/or principal as the Trustee may, from time to time, deem appropriate for my welfare, comfort, support, health and emergency needs, directly and without the intervention of a guardian, and may add to principal as much of the income ;ss the Trustee deems advisable, taking into consideration my standard of living to which I am accustomed; D. Trustee shall keep true and corrct books of account, which books of account shall at all reasonable times be open to the inspection of Settlor or her duly appointed representative. Trustee shall also quarterly render Settlor or to Settlor's children named below, should Settlor become incapacitated, a detailed statement showing all receipts and disbursements on account of the trust estate and the manner and form in which the trust estate is invested at the time of the rendition of such statement. SECOND: Dispositive Provisions After My Death: Upon my death my Trustee shall distribute all the remaining assets of my trust, both principal and any accumulated income in equal shares, to my children, 1~6~gs° or to their issue, per stirpes and my trust thus terminated. The names of my children are MARGARET A. LOPATA and JQEL A. LOPATA. In the event either one of my children should predecease me and no issue survive him or her, then his or her share of my trust shall b e given to the survivor of my two children, or to his or her issue, per stirpes. THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, in whole or in part, at any timf; and from time to time by an instrument in writixig, delivered to the Trustee and intended to take effect during my lifetime; except that the duties, powers and liabilities of the Trustee shall not be changed without its written consent. These amendments may include the naming of a successor Trustee. The Trustee reserves the right, at any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the trust estate to me, after deducting therefrom its fees and any expenses then due and payable. FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or any other entity may add property, real and personal, to the principal of this trust. FIFTH: Trustee's Powers: In addition to the powers granted by law, my Trustee shall have the following discretionary powers, applicable to principal and income, which shall be exercisable without leave of court and shall continue until distribution is actually made: A. To accept and retain any or all property at any time hereafter delivered or in any other manner hereafter acquired, including stock or other securities of the TrustE;e, or of a holding company controlling the Trustee; B, To invest in all forms of property (inc:luding, but not by way of limitation, real estate, all types of stocks, bonds, options and participations in common trust funds and money market funds); without being confined to investments prescribed by statute and without being required to diversify; C, To buy investments at a premium or discount; D. To hold property unregistered or in the name of a nominee; E. To give proxies, both ministerial and discretionary; 2 F. To compromise claims; G. To join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders, and to delegate discretionary duties with respect thereto; H. To borrow from Dauphin Deposit Bank and Trust Company or from others, and to pledge real or personal property as security therefor; to loan cash or securities upon such terms and conditions as Trustee deems appropriate; I. To sell at public or private sale for cash or credit or partly for each to exchange, to improve or to lease for'any period of time, any real or personal property; and to give options for sales, exchanges, or leases; J. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting; K. To distribute in cash or in kind or partly in each; L. To retain any part or all of my business interests held in this Trust as long as the Trustee considers it advisable to do so; and to conduct, alone or with others, any such business in which I am engaged, with all the powers of an owner or with respect thereto, including the power to delegate discretionary duties to others and to pay adequate compensation to any such person; to invest other property in such business, and to incorporate it or change its form. This. power includes the right to take all appropriate actions to prevent, identify, or respond to actual or threatened violations of any environmental law or regulation thereunder; M. To disclaim, in whole or in part, any interests in property for any reason, including but not limited to a <:oncern that such property could cause potential liability under 1:he federal, state or local environmental law. SIXTH: Compensation: The Trustee shall be compensated in accordance with its standard schedule of charges in effect from time to time during the period of its services, anal this compensation shall be paid from principal or income or partly from each in the sole discretion of 3 the Trustee. Settlor hereby acknowledges receipt of Trustee's current fee schedule, which is subject to revision from time to time. SEVENTH: Non-Assignment:. No part of the income or principal of the property held under this Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy .prior to actual receipt thereof. The Trustee shall pay over the net income and the principal to the persons herein designated., as their interests may appear, without regard to any attempted anticipation (except as specifically provided in this agreement), pledging or assignment under the Trust, and without regard to any claim thereto or attempted levy, attachment,. seizure or other process against me. EIGHTH: Law Governing Trust: This trust is created and accepted in the Commonwealth of Pennsylvania and shall in all respects be governed by.its laws and shall have its situs at Cumberland County, Pennsylvania. Executed on ~"yr';'l~Fi~i %1~~~ 1995. WIT~SS: , ~ '` -err' t...' •. ' _ ( SEAL ) Anne F. Lopata The foregoing trust is hereby accepted. Executed on ~a_.-c~ j~, 1995. Dauphi os't Bank and Trust Company B Y • fir. ~ wC~- Z(/ '~ ~ . Robert L. Keck, sst. V.P. an Trust Officer DAYID A. WION FRANCIS A. ZULU LEAN D. SEIBERT SHELLY 1. KUNKEL Law OFPlces ~-L-~-l ~~ P.O. Box 1121 HARRISBURG, PA 17108-1121 109 LOCUST STRERr HARRIS6UIW,PA 17101 (717)236-9301 (717)232-1485 Fnx (717) 236-6100 EMAIL: WZS@MMDSPRMG.COM May 10, 2012 Register of Wills Office Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Anne F. Lopata No. 2011-01141 Dear Register of Wills: 1 I3 E. MAIN STREET HuManELSTOwN, PA 17036 (717)566-2501 Enclosed please find two original signature pages for the Pennsylvania Inheritance Tax Retum which was mailed to your office on May 8, 2012. Thank you for attaching these pages to the Returns. Very truly yours, J D. Seibert JDS/kd Enclosures ~_ N a ~; - s ~ 37 S ~ ~? ~ , ~%' -i ~_, = ~ ~ , , v , I , oL_, , c,. x~ . ~ , - N ~ 4 O ~~ g~ ~ ~~ ~X~ ~~ ~~, ~, ~A ~~ ,~ .~ w~ u~ ,~, h <r ,~ ~~ `' '- _' n ~ ~ ~~ ~~ ~. . ~ ~~ ~. 00 G w ~ ~, o ~ ~~ 0 ~~~ N,~ ~~~ \, .+ . W~~°srq >~ t.a >~, p ~ ~ `s ~ ~ ,~ yt il n a+ ~~-~ ~ ~~ qq ~ ,..: ~y ~~~ l.a ~ ~° ,G? ~.) {. F :e~ `~; r: ~,„ rc, '~, ,z.> M ~r`~ ~,-i. :, `~~ i ~S, ~~~j `%~` ~~ t:~,Ati~' ~ `~ ~'~ r , .~. r ~~~ a~~e~: -}~ {'-. ~~`? t:s+ ~-