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HomeMy WebLinkAbout08-14-12J 1505611188 REV-1500 Excoz-„jjFn' pennsytvania OFFICIAL USE ONLY PA Dvpartrnent of Revenue °pA'Mf4'"'"'YO`°° County Coda Yaar FileNumbar Bureau oT Individual Taxes INHERITANCE TAX RETURN Po sox zaoeo, 21 11 0 6 5 6 Harrisburg, PA 17,28-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY 203 20 1871 05 19 2011 10 17 1927 Decedent's last Name Suffix Decedent's First Name MI Slike Mary Jane (If Applicable) Enter SuMving Spouse's Infomtatlon BNow Spouse's Last Name Suffix Spouse's First Name MI Slike William H spouse's Social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 201 16 5218 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Retum ~ 2. Supplemental Retum O 3. Remainder Retum (Date of Death Prior to 12-13-82) p a. Limited Estate O aa. Future Interest Compromise (date of o 5. Federal Estate Tax Retum Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-81 and 1-1-95) (Attach Schedule O) CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytime Telephone Number John E. Slike, Esquire 717 612 5800 REGIS1Fr$~WIL LS US~ILV rrSS'SStt'~Z~~7733 _ a r~r Fret Line of Address ~ ~~ '~ ~' Saidis, Sullivan & Rogers t~~'``' ~" ~=;- r, Second Line of Address ~~ ~`' Z "'~_7 635 North 12th Street, Suite 400 ~ N ~= Gty or Post Office State ZIP Code DATE FILEDN Lemoyne PA 17D43 Corresponaenrs a-mau address: jslikeCc~ssr-attornevs.com Under penalties of perjury, I declare that I have examined this return, includingaccompanying ac hedulea and statements, and to the bestof my knowledgo and belief, it ie true, correct and complete. Declaration of the preparer hor than personal reprecentative is based on all information of which preparer has any knowledge SIGNATURE RSO RES LE FO IfJG URN 6/ ATE L 1505611188 Side 1 15D5611188 W~ PLEASE USE ORIGINAL FORM ONLY J Rev-1500 EX (Fl) 1505611288 Decedern's Name: M a r^ y Jane S l i k e 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 and Notes Receivable (Schedule D) ......................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5. 8. Joirnly Owned Property (Schedule F) O Separate Billing Requested . • .. • • s. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested ...... 7. 8. Total Gross Assets (total Lines 1 through 7) ............................ 8. 9. Funeral Exper>ses and Administrative Costs (Schedule H) .................. g, 10. Debts of Decedern, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductlons (total Lines a and 10) .............................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12. 13. Charitable and Govemmernal Bequests/Sec 8113 Trtsts for which an election to tax has not been made (Schedule J) • • • • .. • • • .............. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14. Decedent's Social Security Number 203 20 1871 o•oo 2,469.00 0.00 0.00 0.00 0.00 0.00 2,469.00 440.08 0.00 440.08 2,028.92 0.00 2,028.92 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amourn of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at lineal rate X .045 2, 0 2 8. 9 2 16. 17. Amount of Line 14 taxable at sibling rate X,12 0 • 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 1 g 19. TAX DUE .................................................... 18. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Slde 2 L, 1505611288 1505611288 0.00 91.30 o.oo 0.00 91.30 D Rev-1500 EX (FI) Page 3 Decedent's Complete Address: Flle Number 21 11 0656 D NAME Ma Jane Slike STREET ADDRESS 5225 Wilson Lane CITY Mechanicsbur STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Paymerns A. Prior Paymerns 0.00 B. Discourn 0.00 (1> 91 30 Total Credits (A+ B) (2) O,OQ 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Paps 2, Line 20 to roqueat a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 91.30 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 property transferred or its income ............... . ^ 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 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 accourn, annuity or other non-probate property, which contains a beneficiary designation7 ............................................. 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, 1984 and before Jan. 1, 1985, 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. Sect. 911s(a)(1.1)(i)]. For dates of death on or after Jan. 1, t 895, 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. Sect. 8116(a)(1.1)(li)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requiremerns 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. Sect. 9116(9)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedern's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. sect. 911s(a)(1p. • The tax rata imposed on the net value of transfers to or for the use of the decedern's siblings is 12 percent [72 P.S. Sect. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parern in common with the decedent, whether by blood or adoption. REV -1503 EX+iB-88) SCHEDULE B COM NHERTANCETAXRETURNANIA STOCKS & BONDS RESIDENTDECEDENT ESTATE OF FILE NUMBER Mary Jane Slike 21 11 0656 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(10-OB) ~`' Pennsylvania SCHEpULE H ~FVAH IMF.Ni OF Wk V6`N6R FUNERAL EXPENSES AND INHERITANCETAX RETURN ADMINISTRATIVE COSTS RESIDENTDECEDENT tasTnre vF FILE NUMBER Mary Jane Slike 21 11 0656 DeesdsnYa debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Represernffiive Commissions: Name(s) of Personal Represernffiive(s) Street Address City Stffie _ Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedern's address is not the same as claimarn's, attach explanation.) paimarn Street Address atY Stffie Zip Relationship of gaimarn to Decedent 4. Probffie Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7 Register of Wills, filing fees 8 Saidis, Sullivan & Rogers, out of pocket expenses 9 Merrill Lynch, fee 30.00 285.08 125.00 TOTAL (Also enter on Line 9, Recapitulation) 440.08 REV-1813 EXa(O1-10) ,~~ ~, pennsylvania 171'.VAgiMkNf OF NEV£NtiE SCHEDULE J INHERITANCE TAX RETURN BE~vEFiciaRiEs RESIDENTDECEDENT EsrATE OF: FILE NUMBER: Mary Jane Slike „ „ ~~~~ NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELA110NSHIP TO DECEDENT DO Not Ust Tru s vAMOUNT OR SHARE OF ESTATE i TAXABLE DISTRIBUTIONS [Include outright spousal distributions and , transfers under Sec. 9116(a)(1.2).] Stephen M. Slike Son 676.30 86 Richland Lane Camp Hill, PA 17011 Jeffrey S. Slike Son 676.31 231 Sierra Street #7 EI Segundo, CA 90245 Kathryn A. Dunst Daughter 676.31 5100 Via Dolce #201 Marina del Ray , CA 90292 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 1e OF REV-1500 COVER SH EET, AS APPROPRIATE. I= NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELEC170N TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. It more space is needed, use additional sheets of paper of the same size. CODICIL TO THE LAST WILL AND TESTAMENT OF MARY JANE SLIKE I, Mary Jane Slike of the Borough of Camp Hill, Cumberland SAIDIS, SHUFF & MASLAND ATTOANEYS•AT•UW 2]09 Market Street Camp Hill, PA County, Pennsylvania, declare this to be the sole codicil to my Last viii and Testament dated January 23, 1995. I - I direct that my funeral services be private with only members of my family in attendance and I confirm prior directions donating the organs of my body. II - I amend paragraph XVI to provide that my son, Stephen M. Slike and my brother-in-law, John E. Slike shall be co-executors of my last will and testament. Should either or both of them fail to qualify or cease to act as such then I appoint my daughter, Kathryn Foreman as substitute co-executrix or executrix as the case may be. In all other respects I hereby ratify, confirm and republish my Last Will and Testament dated January 23, 1995 together with this sole codicil as and for my Last Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ..~ ~ day of 2000. - ~ - s' C' . ~~ ( SEAL ) Mar ne S ike Signed, published and declared on the date thereof by the above- named testatrix as and for the sole codicil to her Last Will dated January 23, 1995 in the presence of us, who at her request, in her presence, and in the presence of each other, have hereunto subscri.kS~ed our names as witnesses hereto. Name Add ess' SAIDIS, SHUFF & MASLAND ATTORNEYS•AT•LAW 2]09 Markel Street Camp H111, PA ~~ ~~, Name a / ' Addressi COMMONWEALTH OF PENNSYLVANIA } SAIDIS, SNUFF & MASLAND ATTORNEYS•AT•I.AW 2109 Market Street Camy Hill, PA COUNTY OF CUMBERLAND WE, the undersigned, the testatrix 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 testatrix signed and executed the instrument as her Codicil to her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the codicil as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constrain or undue influence. Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and swo~m to before me by both witnesses, this ~~- day of ( _ ~ ~ 2000. ~~ ' ~ Y l( ,% of a Pub .' c Shelby L. Yingl ng, Neotary Public My ComHmiisB on ExpineseApc 26 2004 Member, Pennrsylvania aseodation of Nrnaries r Wi ness LAST WILL AND TESTAMENT OF MARY JANE SLIKE I, MARY JANE SLIKE, of the Borough of Camp Hill, Cumberland County, Pennsylvania, hereby revoke my prior wills and declare this to be my will: GIFTS I. Personal and Household Effects: I give. all my articles of personal or household use, including automobiles, together with all insurance relating thereto, to my husband, William H. Slike. Should my said husband fail to survive me, then I direct that my automobiles be sold and the proceeds added to the residue of my estate, and that my articles of personal property and household goods be divided among my children, Jeffrey S. Slike, Stephen M. Slike, and Kathryn Foreman, or their issue per stirpes, to be divided among them as they may agree or, in the absence of agreement, as my executor may think appro- priate. My executor may make whatever arrangements my executor SAIDIS, GUIDO, SNUFF & MASLAND 2709 Markel Street Camp Hill, PA deems appropriate for storing and delivering articles of personal or household use to the beneficiaries, and may pay the cost thereof and any related expenses including insurance from my residuary estate. II. Residue: Upon my death, I direct that all the rest, residue and remainder of my estate of whatever nature and wherever situate be distributed as follows: Page 1 A. Unified Credit Trust: My executor shall pay to the trustee hereinafter named an amount equal to the balance of the dollar amount not taxed in my estate due to the applica- tion of the Unified Credit for Federal Estate Tax Purposes (the exemption equivalent), after taking into account the value for federal estate tax purposes of_ other transfers of mine, either during my lifetime or at death which utilize or which will utilize a portion of my unified credit against federal gift and estate taxes, IN TRUST, nevertheless, to be held, administered and disposed of in accordance with the provisions of Paragraph III hereof. B. Qualified Terminable Interest Proyerty Trust: My executor shall place in a separate trust such of the SAIDIS, GUIDO, SIiUFF & MASLAND 2109 Market Street Camp Hill, PA trust assets as shall not have been distributed pursuant to the preceding subparagraph A. with the trustee hereinafter named, IN TRUST, nevertheless, to be held, administered and disposed of in accordance with the provisions of Paragraph IV hereof. My executors shall have the right to elect on the federal estate tax return prepared on behalf of my estate to have a portion or all of the property distributed pursuant to this subparagraph B. treated as "qualified terminable interest property" in order to qualify such portion or all of the property for the marital ~ deduction for federal estate tax purposes, which election shall be binding and conclusive upon the trustee. If my executors '~ Page 2 elect to have a portion or all of such assets so qualify, such elected assets may at the discretion of the trustee and so long as the election to qualify such assets for the federal estate tax marital deduction is not jeopardized, (i) be held and adminis- tered by the trustee as a separate trust estate with the balance, if any, of the assets which are governed by this subparagraph B. also held and administered as a separate trust estate, or (ii) be held and maintained by the trustee with the non-elected assets as one trust estate. In either case, any such trust or trusts shall be held, administered and disposed of in accordance with the provisions of Paragraph IV hereof. UNIFIED CREDIT TRUST III. The trustee shall have, hold, manage, invest and reinvest the assets of the Unified Credit Trust, collect the income and: A_. If my husband, William H. Slike, survives me, SAIDIS, GUIDO, SHUFF & MASLAND 2109 Markel Street Camp Hill, PA then beginning at my death, the trustee shall pay over to my husband during his lifetime the net income of the trust in quarterly installments and such portions of the principal as, in the sole discretion of the trustee, shall be necessary for his maintenance, support, medical and nursing care, taking into consideration any other means readily available for such pur- poses, and to provide the standard of care which he was enjoying prior to my death. ~~-- -'~ Page 3 B. After my husband's death (or mine if I sureive him) the then remaining principal and any undistributed income shall be divided into three equal shares and distributed to my children, Jeffrey S. Slike, Stephen M. Slike and Kathryn Foreman, the share of a deceased child to be paid to his or her issue per Stl.rpes . QUALIFIED TERMINABLE INTEREST PROPERTY TRUST tOTIP) IV. QTIP Trust: The trustee shal 1 have, hold, manage, invest and reinvest the assets of the QTIP Trust, collect the income and: A. If my husband, William H. Slike, survives me, SAIDIS, GUIDO, SIIUFF & MASLAND 2109 Market Street Camp Hill, PA then beginning at my death, the trustee shal 1 pay over to my husband during his lifetime the net income of the trust in quarterly installments and such portions of the principal as, in the sole discretion of the trustee, shall be necessary for his maintenance, support, medical and nursing care, taking into consideration any other means readily available for such purpos- es, and to provide the standard of care which he was enjoying prior to my death. B. After my husband's death (or mine if I survive her) the then remaining principal and any undistributed income shall be divided equally and distributed to my children, Jeffrey S. Slike, Stephen M. Slike, and Kathryn Foreman, the share of a deceased child to be paid to his or her issue per stirpes. --'~ -- Page 4 V. Disclaimer: I remind my husband (or his personal representative, guardian or agent acting under a power of attor- ney) that she may disclaim any part or all of the gifts to him hereunder, and it may be desirable for him to disclaim all or part of my residuary estate, including the provisions for him in the trusts set forth in Paragraphs III and IV. In such event, the amounts which would be payable to him or to the trusts created herein shall be divided equally and distributed to among my children, Jeffrey S. Slike, Stephen M. Slike and Kathryn Foreman, the share of a deceased child to be paid to his or her issue per stirpes. VI. Power of Appointment: No provision of this will shall exercise any power of appointment I may have. VII. Adopted Persons: Persons adopted during minority shall be considered as children of their adoptive parents, and they and their descendants shall be considered as descendants of their adoptive parents. TAX PROVISIONS SAIDIS, GUIDO, SNUFF & MASLAND 21 D9 Market Street Camp Hill, PA VIII. Death Taxes: All federal, state and other death tar>es payable because of my death on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my probate ~r_ ~ Page 5 estate so that the burden thereof falls on my residuary estate (or, to the extent my residuary estate is insufficient, from the portion of the marital deduction trust which my executor elects not to qualify for the marital deduction), and none of those taxes shall be charged against the portion of the trust which my executor elects to qualify for the marital deduction, to any beneficiary or any outside fund. This provision shall not apply to generation-skipping transfer taxes. IX. Tax Options: I direct my executors to exercise any options available in determining and paying death taxes in my estate in such a way as reasonably may be expected to achieve the greatest overall tax savings for my family, without regard to any effect upon the size of the marital deduction trust and without requiring adjustments between income and principal. ADMINISTRATIVE PROVISIONS SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA X. Grandchildren's Trust: If any income or principal of my estate or the trusts created herein is payable to a grand- child of mine, it shall be retained by my trustee in a separate trust for that grandchild and thereafter: A. As much of the income and principal of that trust as my trustee may from time to time think desirable for the beneficiary either shall be paid to him or her or shall be ap~pl"ie~d f,~or his or her benefit; -~ Page 6 B. Any income not so distributed shall be added to principal; and C. As my grandchild attains the age of 25, he or she shall have the right to withdraw one-third of the principal balance of the trust; as said grandchild attains the age of 30, he or she shall have the right to withdraw one-half of the principal balance of the trust; and as said grandchild attains the age of 35, he or she shall have the right to withdraw the remaining balance of the trust. Such rights of withdrawal may be exercised at any time or from time to time after the right accrues. If any said grandchild shall have attained any such respective age or ages at the time when such shares are directed to be set apart or at the time when any addition is made thereto, such grandchild shall then have the right to withdraw such part or parts or all, as the case may be, of such share as is given to such grandchild upon attaining such respective age. D. If any grandchild for whose benefit the SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA trustee holds a separate trust dies before distribution of the entire share held for the benefit of said grandchild, the princi- pal and any accumulated and undistributed income of the share shall then be distributed to the grandchild's issue. Should any grandchild die and have no issue surviving, including afterborn issue, then the remaining principal and accumulated and undis- tributed income of the share shall be distributed to my other child or her issue, as the case may be, and held and managed in accordance with the terms and conditions of this trust. 'r~~.~ ;~ Page 7 XI. Early Termination of Trusts: If my trustee, in my trustee's sole discretion, determines that it is desirable to do SAIDIS, GUIDO, SHUFF & MASLAND 2]09 Market Street Camp Hill, PA so, my trustee may, without further responsibility, terminate any trust for a grandchild or his or her issue under the preceding articles. This may be done by paying the then-remaining princi- pal and income of that trust to the benefici ary or to his or her ', parent or guardian or, in the case of a minor, by paying it to a custodian for the minor selected and appointed by my trustee or by depositing it in an interest bearing account in the minor's name, payable to him or her at majority. XII. Rights in Income: Each trust hereunder shall be entitled to a proportionate share of income accruing from the event as of which it is to be set apart (for example, the date of my death in the case of the marital deduction trust), and, pending actual division, distributions of income and principal may be made directly to a trust or, subject to the terms thereof, to the beneficiaries of the trust. Except in the case of the marital deduction trust, all income undistributed at a benefic- iary's death shall be treated as if it had accrued thereafter. principal hereunder. No person having a claim against a benefi- ciary may reach any such interest before actual payment to the beneficiary. XIII. Protective Provision: No beneficiary may sell, give or otherwise transfer his or her interest in income or ~~. Page 8 XIV. Management Provisions: and my trustee: 2 authorize my executors A. To retain any investments I own at my death and to invest in all forms of real and personal property, without being confined to investments authorized by a statutory list, without being required to diversify and regardless of any princi- ple of law limiting delegation of investment responsibility by executors or trustees; SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA B. To compromise claims and to abandon any property which, in my executors' or my trustee's opinion, is of little or no value; C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal proper- ty, and to give options for sales or leases; D. To join in any merger, reorganization, voting- trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; E. To borrow from anyone, even if the lender is an executor or trustee hereunder, and to pledge property as security for repayment of the funds borrowed; F. To make loans to, and to buy property from, my wife's executor or administrator; G. To employ and to rely upon advice given by investment counsel, to delegate discretionary authority to make changes in investments to investment counsel, and to pay invest- ment counsel reasonable compensation in addition to any fees otherwise payable to my executor and my trustee; H. To employ a custodian, to hold property unregistered or in the name of a nominee (including the nominee of any institution employed as custodian), and to pay reasonable compensation to the custodian in addition to any fees otherwise payable to my executor and my trustee; I. To hold two or more trusts hereunder as a combined fund (allocating ratably to such trusts all receipts from, and expenses of, the combined fund) for convenience in investment and administration; provided that any combination of trusts for this purpose shall not alter their status as separate trusts; and Page 9 J. To distribute in cash or in kind. K. To renew or extend the time for payment of any obligation, secured or unsecured, payable t o or by them as fiduciaries for as long a period or periods of time and on such terms as they may determine and to adjust, s ettle and arbitrate claims or demands in favor or against them. L. To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, including without limitation, execution of joint income tax returr_s, election to deduct expenses iri computing one tax or another, election to split gifts and election to pay or to defer payment of any tax in all events without their being bound to require contribution from any other person. These authorities shall extend to all property at any time held by my executor or my trustee and shall continue in full force until the actual distribution of all such property, except as otherwise specifically stated. All powers, authorities, and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without court authoriza- tion. %V. Executor or Trustee in Investment Business: The SAIDIS, GUIDO, SNUFF & MASLAND 2109 Matket Street Camp Hill, PA fact that an executor or trustee is active in the investment business shall not be deemed to be a conflict of interest, and purchases and sales of investments may be made through any firm of which he is a partner, shareholder, associate or employee. FIDUCIARIES XVI. Executors and Trustees: I appoint my husband, William H. Slike, Executors of this, my Last Will and Testament. Page 10 Should he fail to qualify or cease to act as such, then I appoint my husband's brother, John E. Slike, in this capacity. Should he fail to qualify or cease to act as such, then I appoint Dauphin Deposit Bank and Trust Company as my executor. I appoint Dauphin Deposit Bank and Trust Company as trustee of any trusts created herein. None of my personal representatives or my trustee shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ~ 3 ~ day of i ~ ,.~,~, , 1995. :' i / I~ QS'c..~-r' ~<T ~n s .t ~t .l~ c! 1 ( SEAL ) Mary J ne Slike In our presence the above-named testator signed this and declared it to be her will, and now at her request, in her presence, and in the presence of each other, we sign as witnesses: SAIDIS, GUIDO, SNUFF & MASLAND 2109 Mazket Street Camp Hill, PA I~~yy~' ~ / ~ ~ k%LGti,I J I. Address r ~~~t ~ ~~ Address Page 11 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) SAIDIS, GUIDO, SNUFF & MASLAND 2109 Market Street Catnp Hill, PA N tary Public hJ0'iARIAI SEAL THELMA S. MCCA.JSLIN, Notary Public Camp Hiil, Cumberland Courtly My Commi~sioo Expires July 3,1996 WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last Vdill and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and swo~ to before me by both wit- nesses, this .Z.,3~° day of ~ .mac- , 1995. statrix IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF MARY JANE SLIKE : NO. DECEASED DISCLAIMER I, William H. Slike, spouse of Mary Jane Slike, who died May 19, 2011, and who has been named as a beneficiary under her Last Will and Testament dated January 23, 1995, and who may have been named as a benficiary under a third party beneficiary contract or by other means, do hereby disclaim all and any interest that I may have acquired under the Will or other documents. ~~ IN WITNESS WHEREOF, I have set my hand and seal on this the ~~ day of ~G-t,__ , 2011. WITNESS: William H. Slike a/k/a William H. Slike II Km~rvun !/3U/2D12 10;43:39 AM PAGE 3/003 Fax Server ~ _ .~.. tifi~: .••+.iu:iua AMERICAN STOCK iiY'~~"t5i~rpo~~g~ ~~ A Traveler & Treat Company. LLC MAi~Y 1ANL SI.iKL 5~1 BRIDGEVIEWDR T.RMOVNF., PA 17043-1 SRO Re: MARY 7.ANF, S1,TKR Company: MICROSOFT CORPORATION Account: 40000 - 9000143455 To Whom 1t May Concern: Peck Slip Station T.C). Box 23t'i2 New Y"ockNY tU272-2362 tiVU'W. a.InStnG)<. C(11Y1 lIlStl~L~,Cin1S000 t;.CUm csoo> 2ss-7772 .iuly 30, 2012 As of'_vloaday, 3uly 30, 201, the open holdings in MICROSOFT CORPORATIOt~a account number 9000743455 az~e: :erti5cates: Certificate Number Issuance Date Amount Total Shares 0 f you. are not in possession of any of the aforementioned certificates, notify us immediately in writing lu the address above aun: Loll Securities. Please include the cerlilicale number Thal requires replacement. RAntr Hal.i CA9rae la lnn lrnnwr ~c ilDfi C{.~rncl DRS Number Issuance Date Amount BK*0018355 07/17!2008 100 Total Shares l00 nla•i1~Pnrl Rainvnntm not nr ilirnn} .C}nnlr Pnwnhnen ~'i.ornc Transaction Date Share Amount Total Shares ~ 0 ('Total Market Value: ~ As of 07l27/20t2 _ T 52,976~U0 Share prices are as of close of business the business day preceding this letter and are provided by a Hurd party. AST does not guarantee the accuracy of such int'om'tation and neither AST nor its provider will be liable for any informational errors, or for any actions taken in reliance on such prices. Sincerely, American Stock Transfer Lt Trull Cumpany, LLC Customer Service --~ MSFT Historical Prices I Microsoft Corporation Stock -Yahoo! Finance New Uaer'> krolale- Slpn In hiak+ HOME INVESTING I NEWS i Get Ouotes ~ Finance Search Dow 1`0.26% Nastlaq 1D.06°/ 'Y~~~. i7P6N AN ACCpUNf ~_iuaui cawli+w to it Ameritra+de Make YI I1Ay Homepage Mall tAy Y' Yano'v' Searcn ..._.:..... __ .:......... .....:..,.... ::...., Search Web ' ......_ _......._ ... .___.__.y ... .. ....... ......__.. __. _..__ PErtSONAL FWpNCE MY P03ZTFOlIOS E%CLUSIVES Mon Jui 3:i 2lii! '1 O~:ikbi E^7 . LIE Markets Gash m : n's al In ~ mms Microsoft Corporation (MSFT) NaadagcS 29.60 a 0.15 (0.52%) 10:52AM EDT • Nastlaq Real Time Price Historical Prices Sat Date Range is Daily Stag Date: May ~. 1 B 2011 Eg_ Jan 1, 2010 ~ ~ ~ Weekly Entl Date: May '. 19 2011 ~ -• Monthly _' Dividends Only Gat Prices _. Prices Dale Open High Low Close May 19, 2011 24.65 24.66 24.50 24.72 Close pri at;uW ror tlivitlantls entl splits. •~~ Download to Spreadsheet ~ '1 l) r ~ q Currency in USD. d~ _t Page 1 of 1 Atltl to Portfolio Like 625 Get HiatonGl Pr{cea for. 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At In1UfrllaLUn pi'UVIi)NU i{.415' tUf Inf'JntiUllU'IW' p~IpU;JNS Orly. f1Ul Inlalldatl t41 ttaUln9 FIuJPUSes ul advice Nennet Y nr7~ rfF In n n nt pen J.. n pH vnt 1, 1.,'i lraie 1( ~ IG Infbrnlf -.:nr+l N "rtu5. L Lnmf iAt±(IC:S' T tt.drf.. t ~ f y ~::aor+s tilMfrr n) rlAlanCC Un mrormatlUL [FintBln:?n nt!Hnr fJy Affr?ssm~ (hE'lanoU' :nll atJ`U. n<.' ).; nM.l a,n(l1J1;: iJ. ` InlMmatlUl IUnnC :nE/re11I fl~lln. nt> (Iri ln? nAl. I' \'~ 1J(• n f f1.51Ni ~ 1- I 1 tl"l fYl r .J 11f S Il' (I y \Ir'1 1LS 11 J I(1 .. .`, ~iU ll ll MI.. Jy:til%Y'~ IY: ,yell i, ,nlCtlla}`On(l nltt Il l..a' !"roll nal5. n.:MIY urlgate!. 141YiI sunur +I. loon periUlnlu ¢.c. a urns. rv Udta a.ll: tdpr unustr:' Indur Uu;. )JryCIUA t; Mcn:lncista' ;nr, http://finance.yahoo.com/q/hp?s=MSFT&a=04&b=19&c=2011&d=04&e=19&f-2011&g=d 7/30/2012