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Home My WebLink About05-30-12 REV-1500 EX (02-11)(FI) PA Depanment of Revenue Bureau of Individual Taxes PO BOX 260601 Harrisburg, PA 17128-0601 ENTER DECEDENT Social Security Number Decedent's Last Name BAMBER 1505611185 OFFICIAL USE ONLY County I:ode Vear File Number INHERITANCE TAX RETURN ~ ~ l ~ //~~~ RESIDENT DECEDENT 111 (~-~ Dale of Death MMDDVYVY Date of Birth MINDDVYVI' 02102012 04301923 Suffix Decedent's First Name MARY (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name BAMBER WILLIAM Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Return ^ 4 Li it d E t t . m e s a e ^ 6. Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received ^ 2. Supplemental Return ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ 7. Decedent Maintained a Living Trust (Attach Copy of Trust.) ^ 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) MI B MI H ^ 3. Remainder Return (Date of Death Prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 8. ~iotal Number of Safe Deposit Boxes ^ 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime: Telephone Nu bar ra VICKY ANN TRIMMER 717-620-24 s w - ~7 ~~-^ ~ , ~ ` ! REGISTEROF 191DL• ONLY' "-rJ C 7 ' O First Line of Adtlress ` ~~ - _t ~ i -' r-~ r ~ ~ .'.. ~ PERSON 8 HEIM, PC - ~ c , :--=',; .-t Zl v . .. h_... Second Line of Address C~ ~'~ ~. PO BOX 659 City or Post Office MECHANICSBURG State ZIP Code PA 170550659 Correspondent'se-meiladdress: VATRIMMERaPERSUNHEIM•COM Under penalties of perjury, I declare that I have ezemined this return, inclutling accompanying schedules end statements, and to the best of my knovedge entl belief, it is true, correct and complete. Dacleralicn a( preparer other than the personal representative is based on all information of which preparer has any knowledge. WILLIAM H BAMBER 81 PLUM TREE CIR, NEWVILLE, PA 1724 REPRESENTATIVE ADDRESS - - VICKY ANN TRIMMER PO BOX 659, MECHANICSBURG, PA 17055 PLEASE USE ORIGINAL FORM ONLY 1505611185 Side 1 OM484] 3.000 1505611185 J 155611285 REV-1500 EX (FI) Decedent's Social Security Number Decedents Name.6AMBER .MARY B RECAPITULATION 1. Real Estate (Schedule A) 1 2. Stocks and Bonds (Schetlule B) . 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C), 3, 4. Mortgages and Notes Receivable (Schedule D) q, 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 8. Total Gross Assets (total Lines 1 through 7) 8. ~.i]0 ~•~~ a.oo ~•0~ ~•~~ Q.~O 86,560.00 806,560.00 9. Funeral Expenses and Atlministrative Costs (Schedule H). 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10, 11. Total Deductions (total Lines 9 and 10), 11. 12. Nat Value of Estate (Line 8 minus Line 11) , 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J), 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) , 1q, TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal lax rate, or transfers unfler Sec. 9116 (a)(1.2)X.0_ 55,956•~~ 15. 16. Amount of Line 14 l xable at lineal rate X.04 0•(]~ 16. 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 18. Amount of Line 14 taxable at collateral rate X .15 ~ . (](] 18. 19. TAX DUE ........................... 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1525611285 15[]5611285 oreasae aooo 9,66s•oo o•ao 9,66s.ao 796,895.0 740,939.00 o•oo o.oo o•oo Q.i]0 o•oo REVd 500 EX (FO Page 3 necedent's Cmm~lete Address' Flle Number DECEDENTS NAME AMB R MARY STREET ADDRESS R CITY NEWVILLE STATE PA ZIP 7241- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) _ U • U U 2. Credits/Payments A. Prior Payments ~ • 0 8. Discount a . o 0 Total Credits (A + B) (2) _ ~ 3. Interest (3) - ~ . ~ 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII in box on Page 2, Line 20 to request a refund. (4) _ ~ ' ~ 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) _ 0 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 X a. retain the use or income of the property transferred .... d i i ^ ncome . . . or ts b. retain the right to designate who shall use the property transferre c. retain a reversionary interest . . . . . . . . . . . ^ d. receive the promise for life of either payments, benefits or care? .... 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death i i X on? . . . . . . . derat without receiving adequate cons h? " " ^ or payable-upon-death bank account or security at his or her deat in trust for 3. Did decedent own an 4. Did decedent own an individual retirement account, annuity, or other non-probate property, which ® ^ contains a beneficiary designation? . . . . . . . . IF THE ANSWER TO ANV OF 7HE ABOVE QUESTIONS IS YES, VOU 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. §911 s (a) (1.1) (i)). For dales 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)I. 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 adaptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)J. • 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(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 X72 P.S. §9116(a)(1.3)~. 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. OM46]i 2.000 REV-1510 EX ~ (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBE DESCRIPTION OF PROPERTY iruu>Er'c wvneor rre mA.mFfiaee.r~iA Reurioaswa ro oepeoexrAw rre ~~re of rauseen nnncNnww oer~oeeo FOa seu esrnre DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION IFamuCAeiE TAXABLE VALUE 1- Vanguard - IRA - Spouse is beneficiary 55,956 100.0000 0 55,956 2 American Funds Investment Co of America 33,045 100.0000 0 33,095 Mary B Bamber Trust is designated Beneficiary 3 Vanguard - individual account 717,230 100.0000 0 717,230 Mary B. Bamber Trust is designated beneficiary Interest accrued to 2/10/2012 329 100.0000 329 TOTAL (Also enter on line 7, Recapitulation) $ 806.560 If more space is neetled, uae atltlitional sheets of paper of the same size. aw4fiAF 2.000 REV-1511 E%+(ID~03) pennsylvania DEPARTAIEM OF REVENUE INMERITPNCE TPX RETURN RESIOEM DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t Ewing Bros Funeral Home 5,813 Total from continuation schedules . B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions' Name(s) of Personal Representative(s) Street Address Ciri Year(s) Commission Peid~. 2. Attorney Fees. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State PA ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees. 6. Tax Return Preparer Fees: 7, None State ZIP 1,852 2,000 TOTAL (Also enter on Line 9, Recapitulation) ~ $ 9 , 665 swasnc 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Mary B. Bamber Schedule H Part 1 (Page 2) Item No. Description 2 Fr. Mark Scheneman Honorarium for funeral 3 Bill Shearer Transportation Expense 4 Michael Ward Memorial service honorarium 5 Brian Rotz Music for memorial service 6 Fr. Edward Peck Memorial service honorarium 7 St John's Espiscopal Church 8 Patterson Funeral Hone Interment Expense 9 Ewing Bros Funeral Home Urn 10 Fr. Robert Smith Honorarium 11 St Marks Episcopal Church Cemetery Charges Total (Carry forward to main schedule) Amount 250 80 50 zoo 50 222 250 250 250 250 1,852 REV-1513 EX+~(Ot-10) pennsylvania nEPPRTh.ENr OF REVENUE INHERITANCE TAX RETURN RESIDEPR DECEDENT SCHEDULE J BENEFICIARIES Marv B. Bamber FILE NUMBER: RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TA%ABLE DISTRIBUTIONS Ilnclutle outright spousal tlistnbulions antl Transfers under Sec. 9116 (a)(12).] 1. William H. Bamber 81 Plum Tree Circle Newville, PA 17241 Vanguard - IRA - Spouse is beneficiary Inventory Value: 55,956 Surviving Spouse 55,956 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 6 OF REV-1500 COVER SFIEET, AS APP ROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUT10N5 UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN'. 1~ See Attached 1 B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL Of PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 740 , 939 If more space is needed, use additional sheets of paper of the same size. 9W46AI 2.000 REV-1609 E%+ (699) SCHEDULE O COMMONWEALTH OF PENNSYLVANIA ELECTION UNDER SEC. 91 INHERITANCE TAX RETURN RESIDEM DECEDENT (SPOUSAL DISTRIBUTIO ESTATE OF FILE NUMBER Do not complete this schedule unless the estate Is making the election to tax assets under Section 9113(A) of the Inheritance 8 Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Mary B Somber Trust (marital, residual, A, B, By-pass, Unified Credit, etc.) If a trust or similar arrangement meets the requirements of Section 9113(A), antl: a. The (rust or similar arrangement is listetl in Schetlule O, end b. The value of the trust or similar arrangement is entered in whole or in pan as an asset on Schetlule O, then the transferors personal representative may specifically identify Iha trust (all or a fractional portion or percentage) to be inclu[lad in the election. to have such trust or sim- ilar property treatetl as a tazeble transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule O, Iha personal representative shall be consitleretl to have matle the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement inclutlatl as a tazeble asset on Schedule O. The denominator is equal to the total value of the trust or sirtlllar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113(A) trust or similar arrangement. Description Mary B Bomber Trust VALUE 740,939 PartATOtaI 9'~ 740 939 PART B: Enter the descri lion and value of all interests included in Part A for which the Section 911 3 A election to tax is being made. Description Value Part B Total $ p (If more space is needed, insert additional sheets of the same size) swassz z.oac ORIGINAL IN PERSUN & HEIM SAFE DEPOSIT BOX JI~~~~ ~~~~ ~~~ ~°~~~~~:~c~~tt ®F 1VdAI~X B. BAMBEIt I, MARY B. BAMBER, of Newville, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and TestamE;nt, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate or by any recipient of any property, shall be paid by the Executor out of the residue of my estate, as an expense and cost of administration of my estate. The Executor 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 II: I direct the Executor to pay the expenses of my last illness and funeral expenses from the residue of my estate as an expense and cost of administration of my estate. ITEM III: I direct my Executor to take possession of my remains and to arrange for their cremation following whatevf;r services are desired by my husband, and if he is deceased, by my children. ITEM IV: If I die before my husband, WILLIAM H. BAMBER, I give to him all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon. If I do not die before my husband, I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. The Executor Page 1 ~~ shall dispose of items of my personal property as specified in the ~n~ritten list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (30) days after the probate of my Will, it shall be presumed that there is no other statement or list. Any subsequent discovered list shall be ignored. I give to my children living at the time of my death any tangible personal property not set forth in a written list, to be divided among them as they shall agree. I£ my children are unable to agree, the Executor shall divide this property among my children in as nearly equal portions as the E~:ecutor, in the sole discretion of the Executor, deems practical, having due regard to the personal preferences of my children. ITEM V: I give the residue of my estate, not disposed of in the preceding portions of this Will, to my husband, WILLIAM H. BAMBER, or, if he predeceases me or is otherwise unable to serve, to the named Successor Trustee as Trustee, IN TRUST, to be administered and distributed in accordance with the terms of an Amended and Restated Agreement of Trust executed by me as Grantor and Trustee on the 11t° day of October, 2010, and identified as the Mary B. Bamber Trust. I confirm and ratify said Agreement of Z'rust in every respect. ITEM VI: The Executor shall possess the following powers, exercisable without court approval and in a fiduciary capacity only: (a) To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I ]gave named that bank as the Executor. (b) To vary investments and to invest in bonds, ;stocks, notes, real estate mortgages or other securities or in other property, real or personal, without being restricted to so-called "legal investments", and Page 2 12~' ' without being limited by any statute or rule of law regarding investments by Fiduciaries. (c) In order to divide the principal of my estate or make distributions, the Executor is authorized to distribute personal property and real property partly or wholly in kind, and to allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale any or all real or personal property severally or in conjunction with other persons, and to consummate sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money or to make inquiry into the validity of any sale. The Executor is authorized to make, execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to carry out the powers conferred upon the Executor. (e) To mortgage real estate, and to make leases of real estate. (f) To borrow money from any person, including; the Executor, to pay indebtedness of mine or of my estate, expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate. Page 3 ~~ (g) To pay all costs, taxes, expenses and charges in connection with the administration of my estate. (h) To make distributions of income and of principal to the proper beneficiaries, during the administration of my estzcte, with or without court order, in such manner and in such amount:; as my Executor deems prudent and appropriate. (i) To vote shares of stock which form a part of my estate, and to exercise all the powers incident to the ownership of stock. (j) To unite with other owners of property similar to property in my estate to carry out any plans for the reorganization of any company whose securities form a part of my estate. (k) To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under a third-party beneficiary contract. (1) To prepare, execute and file tax returns of any type required by applicable law, and to make all tax elections authorized by law. (m) To allocate administrative expenses to income or to principal, as the Executor deems appropriate. However, rco allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. Page 4 l~~'J (n) To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor deerns appropriate, and to compensate these persons from assets of my estate, without affecting the compensation to which the Executor is entitled. (o) To do all other acts in the Executor's judgmf:nt deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM VII: Should my husband, WILLIAM H. BAMBER, by Will or Agreement of Trust, establish Trusts similar to the Trusts I have established for the benefit of my issue, the Trustee of each Trust created in this Will shall have the right to merge it with the similar Trust created by my husband for the same beneficiaries. If merged, the Trustee shall operate the merged Trusts as a single Trust. ITEM VIII: Any person who has died within thirty (30) days of my death, or under such circumstances that the order of our deaths cannot be established by proof, shall be deemed to have predeceased me. ITEM IX: I appoint my husband, WILLIAM H. BAMBER, to be the Executor. In the event of his death, inability or refusal to serve, I appoint VICKY ANN TRIMMER or another attorney appointed by Persun & Heim, P.C. to be the Executrix(or). The Executor and Trustee are specifically relieved from the obligation of filing bond or entering security. Page 5 ~~ .~ J IN WITNESS WHEREOF, I have set my hand and seal to this, my Last ~,' ~ ~~ ,ctiGG ~/ (SEAL) MARY B BAMBER We, the undersigned, hereby certify that the foregoing Will was signed, Will and Testament, consisting of this and the preceding five (5) pages, at the end of each page of which I have also set my initials for greater security and better identification this /~ day of ~ , 2010. sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. Page 6 Residing at ~~~ /~' Residing at ~//T~, f~~ Residing at ~; L .a.-r ~ ~ ~ ~ ~ I ~~~'`7~.~~ e2./ ~ L~ „~~ (SEAL) ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF C~9G'~~~- ) I, MARY B. BAMBER, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my bast Will and Testament; that I signed it willingly; and that I signed it as my :free and voluntary act for the purposes therein expressed. MARY B. AMBER Sworn to anfl subscribed before me this 1~day of ~~~, 2010. ~(,,~ ~ ?~am, a~ Notary Public My Commission Expires: Q/~!/~4~°7~ °~O 13 (SEAL) U COMMONWEALTH OF PENNSYLVANIA Notarial Seal Julia A. Wleman, Notary Public Silver Spring Twp., Cumbedand County My Commission Expires Aup. 28, 2033 Member, PennsNvanla Assotlatlon oP Notarlo6 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF ~~ ) We,~wnitAr~~~r^~~a~ l~~>? e~ ~ n -~~~~i,z~, and _ 1~'~ cl<,, 1'tN~ ~rf-~:..-.,,.,,~- ,the Witnesses whose names are signed to thee at~ d or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, MARY ]B. BAMBER, sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed said Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. rrnrl~ ~"/ // Witness Witness Witness Sworn to ann~ subscribed before me is day of 2010. Notary Public My Commission Expires:~yjG/~~~~ aD/,j (SEAL) iU/ COMMONW[ALTH OF PENNSYLVAN_TA Notarial Seal Julia A. Wleman, Notary Public Silver Spring Twp., Cumberland County My Commtaslon Expires Aug. 28 201! Member, PennsvlvaMa AsrAdgp0fl ~ Notarlaa 16948v1 ORIGINAL IN PERSUN & HEIM SAFE DEPOSIT BOX ~I~~~ ~ v ~~~~~~ ~1~m~~~~~~ ®~ ~~~~~ THIS AMENDED AND RESTATED AGREEMENT OF TRUST, made and entered into this 11"' day of October, 2010, by and between NARY B. BAMBER of Newville, Cumberland County, Pennsylvania, as Settlor, hereinafter referred to as "Settlor", and MARY B. BAMBER, as Trustee. WITNESSETH: WHEREAS, Settlor has entered into a certain Agreement of Trust with Trustee dated September 1, 1999, and amended on May 13, 2003; and WHEREAS, Settlor desires to amend and restate said Trust; and WHEREAS, Article III of the original Agreement of Trust provides that Settlor may, during Settlor's lifetime, amend the Agreement of Trust; and WHEREAS, Settlor is the owner of certain assets more fully described in Schedule "A", attached hereto and made a part hereof; and WHEREAS, Settlor is desirous of placing the active management and control of such property in a Living Trust. NOW, THEREFORE, in consideration of the mutual covenants and agreements herein contained, it is agreed by and between the parties hereto as follows: ARTICLE I: Settlor, concurrently with or subsequent to the execution of this Agreement of Trust, will transfer and convey to Trustee the assets listed on Schedule "A", attached hereto and made a part hereof, which said assets are hereinafter referred to as the "Trust", receipt of which assets hereby is acknowledged by Trustee, and Trustee, in consideration thereof, agrees to hold and administer said assets and any additions thereto, as Trustee, IN TRUST NEVERTHELESS, for the following uses and purposes: (a) Trustee shall have, hold, manage, invest and reinvest the same, collect the income and pay over the net income in quarterly installments to Settlor during Settlor's lifetime. (b) During the lifetime of Settlor, Trustee shall pay to Settlor such portion or all of the principal of the Trust as Settlor :may from time to time request in writing. (c) Trustee may also expend so much of the principal of the Trust as, in its discretion, may be necessary and/or advisable to supplement all income of Settlor in order to provide support and maintenance, including medical, hospital, nursing and nursing home care for Settlor. (d) Upon the death of Settlor, Trustee shall pay over to the Executor of Settlor's estate so much of the principal as shall be required to pay all specific bequests provided in Settlor's Will and inheritance and estate taxes, funeral and administration costs which may be incurred with respect to Settlor's estate. (e) Trustee shall pay the net income arising from the principal of this Trust in quarterly installments to Settlor's husband during his lifetime. (f) During the life of Settlor's husband, Trustee shall pay to or for the benefit of Settlor's husband so much of the principal of this Trust as may be necessary for the proper support, maintenance and medical care of Settlor's husband. (g) Upon the death of Settlor's husband, or upoxi Settlor's death, if he fails to survive Settlor, the Trust and the Williiam H. 2 Bamber Trust I shall merge into a single Trust with the V~lilliam H. Bamber Trust I being the surviving Trust. ARTICLE II: The Trustee shall possess, among others, the following powers: (a) To vary or to retain investments, including the stock of any corporate Trustee named herein, when deemed desirable by Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or securities or in such other property, real or personal as Trustee shall deem wise, without being restricted to so-called "legal investments" and without being limited to any statute or :rule of law regarding investments by fiduciaries. (b) In order to effect a division of the principal of a Trust or for any other purpose, including any final distribution of ei Trust, Trustee is authorized to make said divisions or distributions of the personalty and realty, partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts created hereunder ;ao long as the total market value of any share is not affected by such allocations. (c) To sell either at public or private sale and upon such terms and conditions as Trustee may deem advantageous to a Trust, any or all real or personal estate or interests therein owned by a Tnist severally or in conjunction with other persons, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money, or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon Trustee in this paragraph or elsewhere in this instrument. (d) To mortgage real estate, and to make leases of real estate, extending beyond the term of the Trusts hereunder. (e) To borrow money from any party, including Trustee, to pay indebtedness of a Trust and taxes, and to assign and pledge assets of a Trust therefor. Provided, however, that this paragraph shall not authorize borrowing from this Trust. (f) To pay all costs, taxes, expenses and charges in connection with the administration of a Trust, including a reasonable: compensation to agents. (g) In the discretion of Trustee, to unite with owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of a 'Prust. (h) To vote any shares of stock which form a part of a Trust. (i) To assign to and hold in trust an undivided portion of any asset. (j) To do all other acts in its judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the Trusts. (k) Should the principal of any Trust herein pro~rided for become too small, in Trustee's discretion, so as to make continuance of the Trust inadvisable, Trustee may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. Upon such termination the rights of al.l persons who might otherwise have an interest as a succeeding income beneficiary or in the remainder shall cease. If any person to receive distribution is a minor or disabled in any way, Trustee may pay the fund to the parent, guardian, or person or organization taking care of that person or, with 4 respect to a minor, Trustee may deposit the fund in a savings fund account in the minor's name payable to the minor at majority. ARTICLE III: This Trust shall become irrevocable upon Settlor's death. Prior to that Settlor may, by instrument in writing, delivered to Trustee, modify, alter or revoke this Agreement in whole or in part. ARTICLE IV: Any person who has died within thirty (30) days of Settlor's death, or under such circumstances that the order of deaths cannot be established by proof, shall be deemed to have predeceased Settlor. If Settlor's husband dies at the same time as Settlor, or under such circumstances that the order of deaths cannot be established by proof, Settlor's husband shall be deemed to have survived Settlor. ARTICLE V: Upon the death of NL~.RY B. BAMBER, or in the event of her inability or refusal to serve as Trustee, or upon her resignation as Trustee, FULTON BANK, NA, shall serve as successor Trustee. No Trustee shall be required to give any bond or bonds. ARTICLE VI: In the absence of actual knowledge of a breach of trust, or information concerning a possible breach of trust that would cause a reasonable person to inquire, a successor Trustee is under no duty to examine the accounts and records of any predecessor Trustee, or to inquire into the acts or omissions of such predecessor, is not liable for any failure to seek redress for any act or omission of such predecessor, shall have responsibility only for property which is actually delivered to a successor Trustee by such predecessor and shall have all of the powers conferred upon a Trustee hereunder. ARTICLE VII: No part of the income or principal of the property held under these Trusts shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual receipt thereof. Trustee shall pay over the net income and the principal to the parties herein designated, as their interests nay appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary under a Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ARTICLE VIII: Should Settlor or Settlor's husband, by Last Will and Testament or Agreement of Trust, establish Trusts similar to the Trusts herein established for the benefit of Settlor's issue, Trusi;ee of each of said Trusts created in this Agreement shall have the right of merging; it with the similar Trust for the same beneficiaries created by Settlor or Settlor's husband and operating each of said merged Trusts as a single Trust. ARTICLE IX: Whenever and as often as any beneficiary hereunder, to whom payments of income or principal are herein directed to be made, shall be under legal disability, or in the sole judgment of Trustee, shall otherwise be unable to apply such payments to his own or her own best interests and advantages, Trustee may make all or any portion of such payments in any one or more of the following ways. (a) Directly to such beneficiary; (b) To the Legal Guardian or Conservator of such beneficiary; (c) To a relative of such beneficiary, to be expended by such relative for the benefit of such beneficiary; or (d) By itself expending same for the benefit of said beneficiary. ARTICLE X: The current income beneficiary may demand the resignation of any institution serving as Trustee of any Trust established herein. He/she shall appoint another institution to fill a vacancy in the office of Trustee. The current income beneficiary may not change any beneficial provision of any Trust established in this Will. By the acceptance of its position as Trustee, each institution accepts the current income beneficiaries' authority to demand its resignation as Trustee and his/her power to appoint a successor '.Crustee. 6 IN WITNESS WHEREOF, MARY B. BAMBER ha:'. hereunto offered her hand and seal as Settlor and Trustee all on the day and year first above written. SETTLOR: u. ~A~/ VU~-~/ Witness i ~- Wit ess ~i J ~2-u.i l~~A,(SEAL) MARY B. AMBER T USTEE: ~ MARY B. AMBER 7 COMMONWEALTH OF PENNSYLVANIA COUNTY OF C,Gt~(:~~'~~ SS: On this, the /~ ~ day of ~,/J,~i , 201.0, before me, a Notary Public, the undersigned officer, personally appeared MARY B. BAMBER, known to me (or satisfactorily proven) to be the person whose naive is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and notarial seal. ,~ 7~ ~ ~ ~~ ~ , otary Public My CommiSSion Expires: L~ U o1 ~ ZO~$ COMMONWEALTH OF PHNNSYLVANlA i NotaAal Seal Julia A. Wieman, Notary Public Sihrer Spring ~fwp., Cumberland County (,S'L-i'~,~ My Commission Expires Aug. 28, 2013 Member, Pennsylvania Assodabon of Notanes 8 Mary B Bomber 61 Plum Tree Cir Newville, PA 17241-9324 Total report value: $56,001.04 (Total report value Includes any accrued dividends.) M V+n^~,..~9 « i ~4{f~x~,. '^ £5sSJi3lAlA=aJ>G'YMt.euxwwe ,....•,..... Name Fund &'Account Date Price Per Accrued Number Opened Shares Share ', Value' Dividends Total Bond Mkt Index Adm i 0584-88026318507 10/12/2010 _5,073.050 $11 03 $55 955.74 $45.30 Totals ' I $55,955.74 $45.30: ~_- -- 0981978175 04/25/2012 13:47:01 Mary B. Bamber 81 Plum Tree Cir NeuMlle, PA 17241-9324 Total report value: $717,559.23 (Total report value indudee airy accrued dividends.) Name Fund. B: Account Number Date Opened Sh@res Price Per Share Velue• Accrued ONldends Totai Stock Mkt Idx Adm 0585-09874574840 1011212010 1,368208 $33.73 $46,149.59 - 5001ndax~FUMAdm 0540-88042277787 05H412.010 1,091.967 ~ $123.87 $734,023.25 - Total Bond Mkt Index Atlm 0584-88042277787 05!14/2010 28,874.727 $17.03 $318,488.24 $257.86 Prime Money Mkt.Fund - 0030-09874574640 11N171993. 772.720 $1.00 $772.72 $O.D1. Ltd-Tenn Tax-Exempt Adm 0531-09874574640 05/14!2010 9,586.654 $11.21 $107,465.27 $59.85 Wgh-YieldTax-Exemptlnv 0044-09874674640 0727!2011 ~. 965.324 $10.98 $10,57995 $11.32 Tax-Managed Small-Cap Adm 0176-88042277787 051142910 3,350.728 $29.771 $99,7b1.17 - Totsla ~ $717,230.19 - $329.04 • DoeanY induda earned dNidenda 1424708553 041132012 08:15:05 Vanguard Brokerage Servlces® A Division of Vanpuartl Merketlnp Coiporatlon Flagship Rap Bradley Mllls Mary B. Bomber 81 Plum Tree Cir Newville, PA 17241-9324 Indlviduat Brokerage Account 37171471 Below is your Date of Death Account Valuation for the above rererenced account. Noldinps Summary VaWtas on: 217012012 Stoeb Total ~'~ W ndAcetess Total 533,045.01 t3onab Total Eo.00 Aewed httarest Total 50.0000 Total Atxxwnt Velus: 533,045.01 Total stocks 50.00 Income Total Fixed Income 50.0000 50.0000 ThelaBns,NatvNn dlndMOlW akds artl EaMa baswaYY makbtlutlnrme mwn peWaa„ka hglsat and bwapaNine piw gwbE mNe maem mte. p wNbapkea are ns waikekm eti w8uaamMb,eumu a weanantl rrhdbry, a walphb0 ewwapedlhe nws nelwean RN hV,ylaalantl lowwl gkwm Ys nwrwt eadip dsra ndora and dkrae wiuatlon dsa bawd iFpb'r nwhs robe alms, and wdW bneaLL mkdsk0 upnp bebbs Wdkretlanptlon pdasewlbtle m ne mlu91bl1Uele. Pornor,tls~ Ile hoh antl bw prim as not awlbde, es mm~ bbwn se m8bd dwYgaNlnp slmtn IheMmtlm dale end en the YedelY dermbre awwoaaonmk buf10 btlalwmM Mabtnerket value. X Ne veMeon mb km a w8sentl ahmday,a wslphladavarepe dtls mwm Eswaan is hy!,wt and 1paYl skeconeu wvwt sa6nOtlT8 bbnand mnse wbaem mb k uaeo. d bpnendbwplma ene ndarelebe m mwsmba. re mwn OBlwest tln sraladdakeY Whnp qke on a,e rwnal euakws dayabaMasal dbr Pa nluanan dak h wad. Page 1 of 1 FINAL. EXPENSES MARY BREWSTER BAMBER DATE paidi to 3/16/2012 Ewing Bro. Funeral Home 2/15/2012 Fr. Mark Scheneman 2/15/2012 Bill Shearer 2/16/2012 Michael Ward 2/16/2012 Brian Rotz 2/16/2012 FR. Edward Peck 3/9/2012 St. John's Episcopal Church 4/19/2012 Patterson Funeral Home 4/19/2012 St. Mark's Episcopal Church 4!22/2012 FR. Robert Smith 4/16/2012 Ewing Bro. Funeral Home Purpose COST ~ Viewing & Cremation $5,813.22 Memorial Service Honorarium $250.00 Transpsortation Expense $80.00` Memorial Service Honoraium $50.00 Memorial Service Music $200.00 0 Memorial Service Honorarium $50.0 0 Memorial Svc Reception $222.3 Interment Expenses $250.00 Cemetery Charges $250.00 Honorarium 4/19/12 $250.00 `~ 0 .Biodegradable Urn $250.0 $7,665.52 LLOYD R. PERSUN GARY J. HEIM JACK M. HARTMAN MATTHEW E. HAMLIN* VICKY ANN TRIMMER*" JENNIFER DENCHAK WETZEL *ALSO NEW YORK BAR ** ALSO A CPA Persun & Heim, P.C. Attorneys at Law 1700 Bent Creek Boulevard Suite 160 Mechanicsburg, PA 17050 Please reply to: PO Box 659 Mechanicsburg, PA 17055-0659 HTTP://W W W.PERSUNHEIM.COM May 29, 2012 Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square, 1SI Floor Carlisle, PA 17013-3387 Re: Estate of Mary Bamber File No.: No Estate Dear Sir/Madam: Enclosed for filing are the following: tRS NO. 26-3786257 (n7> 6zo-zaao FAX: (7l7) 620-2442 vatrimmer@persun heim.com 10474.0001 1. Original and one copy of a Pennsylvania Inheritance Tax Return, along with a copy of the tax return to have date-stamped; 2. A check payable to "Register of Wills, Agent" in the amount of $15.00 in payment of filing Fees; and 3. Aself-addressed, postage prepaid envelope for return mail. Please file the original Inheritance Tax Return. Please forward a copy of the Inheritance Tax Return to the Pennsylvania Department of Revenue. Please return adate-stamped copy of the tax return to my attention in the enclosed envelope. Please do not hesitate to call with any questions. Thank you for your assistance. VAT:sIb Enclosures cc: William H. Bamber (w/o encl.) ~., Very truly yours, ~n ' ^' n ,--:; m ~ ~c xm m~, r.~ w o o~_ Vicky Ann Trimmer ;~~ C = _.~ ~- -, w ~`' >r; r- c~ "~ C7 -- m, n 27628v1 r. % O~ N u~ ~x~. ~ ~x~'' -a"~~ ~; ~s ~< _• ~~~ r~= ~y r.-. ~;; ..i..;:,,d m N m O n N O n x6 N z 3~~-w Sze°a ~~ Nm 7 xo m w~ °" y f m N O O N (U a N H x o . ~W z" ~ 07~ W ~ ~ N J a W ~ ~ ~ ~ h ~ L m . U x ~ x L .. ~ woz o c~$xwz ~c~~M ai 3 vow M ~, ~, ~. ~ z z a a V c e 7 ti a W 0 O O ~ 010.1 ] ~y O 0.l „~ UU d~ W O U C C 7 Q td t0 O q„ P, -' z" ~ ~ r v w ~ ~~ ~ UU.-~U 0 H l~l'~:/ 1;~~ \i V'~ ~~~ QO :~ s~a~ n~ d~~1ZI~l J ~ ~w,~ ~v uli~J~GI ~~~~ ~_ _ .