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HomeMy WebLinkAbout10-04-1215~561118~ REV-1500 Ex (oz-tt1(Fl1 OFFICIAL USE ONLY pennsylvenla County Code Year File Numher PA Department of Revenue vrvenmtxr or asv£xue Bureau of Individual Taxes INHERITANCE TAX RETURN Po9oxz9osol RESIDENT DECEDENT 2t-o-?-oss7 Hartisbu PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMCIDYYYY 2ll 9 - 4 2 - 919 6 Decedent's First Name MI Suffix Decedent's Last Name W JERALD STAHLER (If Applicable) Enter Surviving Spouse's Information Below Suffer Spouse's First Name MI Spouse's Last Name Spouse's Social Security Number THIS RETURNREGISTER OF WILLS TE WITH THE FILL IN APPROPRIATE BOXES BELOW CJ 3. Flemainder Retum (Date of Death ® t. Odginal Retum 0 2 Supplemental Retum F'rior to 12-13-92) Q 4a. Future Interest Compromise (date of ~ 5. Federal Estate Taz Retum Required 4. Limited Estate 0 death a4er 12-72-92) -total Number of Safe Depoett Boxes ~ e t t Q 7. Decedent Malnfainetl a Living Trust . e a © 6. Decedent Died Tes (Attach Copy of Wilq (,ettech Copy of Trust) ousal Poverty Credit (Date of Death 10 S 11. IElecdon to Tax under Sec. 9113(A) O B. Li9gation Proceeds Received ® 0 p . eelween 12-37-g1 and 1-t-95) (Attach Schedule O) CDRRESpONDENT -7X15 SECTION MUST BE CDfAPLETED. ALL CORRESPONDENCE AND CDNFIDENTIAL TAX INFORMATIDNDaytimeBTel~ephOne Number Name 717-243-5838 STEPHEN D. TILEY r-ecr_icrco nF WILLS USE ONLY First Line of Address 5 SOUTH HANOVER STREE Second Line of Address Cky or Post Office CARLISLE Corresppnderrt's e.mall address: Untler penaNies of perjury, I declare that I a Is We correct and wmDlete. Dedareti~ SIGNATURE OF PERSON RE PO SIE q ESS LYNN W. ST,AHLER, I -____ - - ,_^THER1 ADDRESS STEPHEN D. TILEY, State ZIP Code PA 1713 'e examined this return, inclutling eccompanying schedules and atatE f oreparer other than the personal reDresenta9ve is based on all infor FOR FILING RETURN I REDBUD DRIVE MECHANICSBURG, N R~~ESENT THE SOUTH HANOVER STREET, CARLIS PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505611180 ~ r,a cr i e "~ -O ~ , 70 S n n 7 ~ • r z 7 I ~ ? *~ 1 _A7 ~= .~ .. C7 KED 7 r-. i ^- .y N ' _' c ~n ~- l L w ~ ~ / ~ T i~ and m the beat of my knowledge and PA 17013 :L5O561118U J REV-1500 EX (FI) 1505611280 Decedent's Social Security Number RECAPITULATION 1. Real Estate (Schedule A) .............. ......................... 2. Stocks and Bonds (Schedule B) ....... .. 1, . . .......................... . 2. N 0 N E 3. Closely Hald Corporation, Partnership or Sole-Proprietorship (Schedule C) .. . 3. N 0 NE 4. Mortgages and Notes Receivable (Schedule D) . ...................... . a. NONE 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) , .. . 5, 6. Jointly Owned Property (Schedule F) ~Saparate Billing Requested ...... 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Pro rt . 6. N 0 N E pe y (Schedule G) OSeparate Billing Requested ...... _ _ . 7. NONE 9. Funeral Expenses and Administrative Costs (Schedule H) ............... . 9. 10. Debts of Decedent, Mortgage Liabilities antl Liens (Schedule I) ............ 10. N 0 N E 11. Total Deductions (total Lines 9 and 10) ............................. 71. 12. Net Value of Estate (Line 8 minus Line 11) ........................... 12. 13. Charkable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............ . ......... 13. TAX CALCULATION- _......__~..~~ ~~ ....... SEE INSTRUCTIONS FOR APPLICAB 14 LE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.o 0 562390.00 16. Amount of Line 14 taxtaxable 15. at lineal rate X .0 4 5 17. Amount of Line 14 16. taxable at sibling rate X # # # 18. Amount of Line 14 taxable 17. at collateral rate X # # t1 18. 19. TAX DUE ................. ........ ............................. . 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 39700.00 535312.00 575012.00 12622.00 12622.00 562390.00 ~.0~ 0.00 o.oa a.oo 0.00 0.00 0 L 1505611280 Side 2 1505611280 J 209-42-9196 file Number REV-1500 EX (FI) Page 3 Decedent's Complete Address: Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Dismount 3. Interest 21-07-0697 (1) o.oo Total Credits (A+ B) (2) 0.00 (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 0.00 FiII in box on Page 2, Line 20 to request a refund. (5) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Make check payable to: REGISTER OF WILLS, AGENT R PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes 1. Did decedent make a transfer and: .................................. a. retain the use or income of the property transferred .............:............... b. retain the right to designate wha 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 oauned 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 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 R AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.t) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the sP.atutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiades is 4.5 percf:nt, except as noted in (72 P.S. §9116(a)(1)]. • The tax rete imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in cemmon wRh the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ATE OF: Id W. Stahler All real property ownetl solely or as a tenant In common must be reported at fair market value. Fair market value is tlefined as the price at which DroDenY would Da exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property Nat b 1cl~Yowned wMh right of aurvlvorehlp must be tllaclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE ITEM InGude a copy of the deed showing decedent's interest'd owned as tenant in common. OF DEATH NUMBER DESCRIPTION -- 1, Cabin -Grassy Pond Road, Ross Township Luzeme County, PA Parcel No.: 54-F452-001-006-000 2009 Assessment (100% Predetermined Ratio - CLR N/A) TOTAL (Also enter on Line 1, Recapitulation.) $ If more space is needed, use addkional sheets of paper of the same size. 39,700 REV-1508 EX+ (11-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the olntl~owned Iw th right of survivorship must be dlsc osed on Srhedule F. All property j Y 1 2003 Honda Automobile -VIN: 1HGEM21543L037881 2 Wrongful Death Case -Partial Settlement 10/27/2011 3 Survival Action Case -Partial Settlment 10/27/2011 4 Wrongful Death Case -Final Settlement 1/14/2012 5 Survival Action Case -Final Settlement 1/1412012 TOTAL (Also enter on line 5, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. AT 12,000 233,036 58,248 186,429 45,599 535,312 REV-1511 EX+(10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS OF q. FUNERAL EXPENSES: 1, Ronan Funeral Home Decedent's debts must be reported on Schedule I. g, ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representative(s) Street Adtlress City Year(s) Commission Paitl: State ZIP . p. Attorney Fees: Frey 8 Tiley g, Famiy Exemption: (1} decedents address is not Ne same as claimants, attach explanation.) Claimant Street Addross State City Relationship of Claimant to Decedent 4, Probate Fees: 5. Accountant Fees: Frey & Tiley 5, Tax Rewm Preparer Fees: Frey & Tiley 7. Exemplified Copy of Cumberland County Register of Wills Record 8. File Exemplified Copy of Record with Luzeme County Register of Wills 9. Luzeme Count Treasure of Parcel No. Certification -Cabin Deed 10. Luzeme County Recorder of Deeds -Record Cabin Deed 11. Cumberland County Register of Wills -Filing Fee for Inheritance Tax Return ZIP TOTAL (Also enter on Line a_rce If more space is needed, use additional sheets of paper of the same size. 7,817 4,500 128 40 70 10 42 15 REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: Jerald W. Stahler NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY [ TAXABLE DISTRIBUTIONS [InGUSd~o9utd8Ma'po 2)1 distributions and transfers under Lynnn W. Stahler ~' 6 Redbud Drive, Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Do Not Llat TruatN(sl FILE NUMBER: AMOUNT OR SHARE OF ESTATE Percent ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-15D0 COVER SHEET, AS APPROPRIATE. II I NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKf:N: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET If more space is needed, use additional sheets or paper of ine same size. LAST WiZL AND TESTAMENT OF JERALD W. STAHLER I, Jerald W. Stabler, a resident of the Township of Lower Ptixton (7241-oro d ~d anod aIl bin, Commonwealth of Pennsylvania, do hereby make, Publish and Harrisburg), County of Daup revoking and malting Y declare this as and for my Last Wtll and Testament, hereby Wills and Codicils by me at anytime heretofore made. ARTICLE 1 FAMILY 1.01 Identification of Family. I declarethatI am married to Lynn W' Stabler a of this marriage, whose names and b:' Sta~hler a son bl~ jay 16t and drat them are ~'o childre b m said spouse or otherwise. Mathew Stabler, a son born November 1, odter children living yY , Y 1981. I have no deceased chtldren nor any souse" 1.02 Deftnition of Family Terms. AsusedmihmW~l~en'~referst all my L n W. S~ shat may~subsequen 1Y be botn~. 1The term "mY childreh'~ aen shall mean only Yn subsequently , natural children, including Y that I may adopt. The term "mY includes all my adopted children and any. issue refers to all lineal descendants of excludes all outer persons. As used in thts Wtll, the terin the indicatedperson of all generations, with rite relationship of pa~h 1 ~d chtld at each generanon determined by the definition of "children" set forth in this Paragrap ARTICLE 2 PAYMENT OF BURIAL EXPENSES AND DEBTS Executor topaYall 2.01 Description of Expenses and Debts. ]:authortu~Y~~ including the the expenses of (1) a funeral or memorial servtce; (2) the interm~entof my ve site, tf necesvsaryuand f3~~ w~ y n and ittscription of a sortable mar et a costs of a gra t m Executor to P6Y ~ of my debts that my and perpetual care of. the gra Estau. Executor m his or her sole discretion may allow as clatms against my ARTICLE 3 DISPOSTTION OF TANGIBLE PERSONAL PROPERTY 3.01 Disposition to Spouse. I give all of my tangtblepersonalproperty of every kind and descriprion, including, but not limited m, books, pictures, clothing, articles of household or ptxsonal use or adornment, hour o ey eve'tdaicegsof~~deb~ed~rt~ssndocu~ttzs°f used in connecnon wtth the ol~eranon of any trade or business, to vehicles and dteu accessories, but excluding any. title, and securities and pmPeLtY mY sPOII~• ouse does not survive 3.02 Alternative Disposition to ChExecutor to divid my tangiblepersonal child of mine survives me, I direct my m Executor determines, after me, and any Tyre first part shall contain all items that y property inm two parts. b sale, consulting with my children, to be of no presen~y ~ tin, shtall dispose of the first part sec part shall contain the balance of themprope parity or Person. The proceeds of any sale shall be in the second part I give to my children who survive abandonment, destrnction' or g~ a If any child is a added m my residuary estau. All property among them'.as they shall afire . me, in substantially equal shahs, n ae otn' ud for that child. must agree m the divtston. If no minor, the Guardian of the perso PP m death, all property is d1C agreement is reached within one hundred twenty (lcht)ldren in~ manner as my Executor shall second part shall be divided among all my sttrnvtng on all rsons interested in direct. The deciston of my Executor shall be conclusive and binding Pc my Estate. ARTICLE 4 DISPOSTTION OF RESIDUARY ESTATE 4.01 Disposition to Spouse. All of the rest, residue and remaind~a ~d property that I own at the time of my death, both real and Personal, and of every descnpnon, wherever situated, to which I may be Iega11Y'or equitabouY~nuded at the time of my death (my'residuary estate"), I give outright and absoluuly to my sp Pege 1 016 ___-__-_ 4.02 Alternative Disposition to Children. If my spouse does not survive children, m be divided among them in substantially equal child of tmne who Predece'ues me leaving issue who me, I give my residuary estau m my child of shares as they shall agree. The share of any ri ht of representation. Howevei, if any survive me shall pass to such tssue23 s ~°of age at my death. my residuary estate shall instead mine shall be undo'twenty-thrceiee 5 of tl is Wt1L m souse, pass in trust as set forth in Atti 4.03 ~ Further Alternative n piazagraPhs 4.01E and 4.0"tof this Article, I h~~' children or children s issue, as described had he dial estau as follows: One-half to the person or persons who wou~ath,sSttd dteother ono- residuary ed and without issue on the dau of tniy ouse, Hw, had I died mustau, ~unmanwho would constimu the heirs-at-law of my sp half to the person or pe intestate married, without issue on the dau of my death. ARTICLE 5 TESTAMENTARY TRUST Trust Established. Tf at the time of mY dead[ my spouse has predeceased r three (23) yeazs,•I ~v~t~he 5.01 who have not yet reached the age of twent}istered in confomuty me and I have children children, m be adtmn residuary estau intrust for the benefitof allmy provisions of this Arucle 5. t m father-in-law, WilliamR. Wilson, 5.02 APPotntment of Trusteh.pe~PPnln~ia, 15.:41 to be Tmstee °f thOTmst R, Wilson, Sr. des not survivebxn appointed, I Sr., who resid~stArticle 5 tIf the said W~~ a as Truster, afar having . o eve. North establishedby • m Serve as Tmstee, or ceases to sazvwho resides at 50 Lorrain unable or unwilling Robert Wilson, Jr., ap intmywife'sfatherWilham SteC .1.heTrusteeshallhave~hePnwerssetforthlnAtncle wins, Massachusetts 01247, as Tm of this Wffi. individual Trustee may resign from the 5.03 Resignation of Trustee. AnY executing a written resignation and delivering it to the su~~sSO No Court position of Trusue by of the resignation shall be the effecntion>f an indi Svtdual Trusts. Every The date of the deliv~g shall be nxessary for the resigns title estau, right, power and discretion conferred on thevutial Trustee under this Will is likewise conferred on any successor Tmstee. aired of any Trustee or 5.04 No Bond Required. No bond shall 'be req successor Tmstee named in this Will- oungest Minority of Any Child. Until my Y to, or 5.05 Single Trust During CBLS+~e,imSUe~~mynemayPaY three (23) Y sums from the principal and net income of the living child attains the age of twenmry- children any ovieie for the PrnPer care, suppon, a ly directly for the benefit of, Y ~ advisable m pr of my children, Any Payment or allpayments made in total need Tr~itst as the Trustee deems necessary niaititenance andt~ benefit of the children. na be for the eq ent of the Trustee as to the amount 5.06 Trustee's Judgment Final.~~uL~~aragraph5.O5ofthisArticlesha0 of payments or applications of principal or incoinc P become interested, in the Trust ersons interested, or who iris Ttvsue Shall be fully released and ~ {-oral and conclusive on all p ci sl, the le and not estau. On mating any Payments or applications of prmB wa of explanation and a setup tits to my dischargedfromellfurtherl~bthtYoraccountabtlitY• Y Y over and authority to make dtscneno~n P~ mY ~~~, by way of limitation. the nditmes for basic maintenance and. support; rofessional children may include expel college, postgraduau and p educadon;pust-secondary technical or vocation at Caine guisition and furnishing of a home and study; and assistance m comecaon with math g , c9 commencing a business or profession. m which any of my children maybe 5.07 Additions to Corpus. AnyproPertY endued during their minority may be added to the corpus of this Ttust and admmisu m accordance with the arms and conditions of this Trust. Tit the exunt ~ endded during tus or a mtment as Guardian of the estau, special guazthan. or otherwise, to authority, whether by PPo to which any child of imne may determine the disposition of any Property to the copus of this Trust. her minority, I direct the Trustee m. add the property oun est living child attains the age of S.OS Division of Corpus. When my y g ual shares as there are twenty-three (23) Years: the Trustee shall divide the Trust mm as rtiany e~issue then living. The children of mine then living end children of thine then deceased leaving deceased child shall have the share of the deceased child, PeT stirpes, by right of living issue of any Pa9a 2 of 6 __._ __ _- ____. representation. At any time subsequent, any child or living issue of a deceased child may: by written request, withdraw all or any Portion of tus or her share iYrtm~eld in Tru t for h~iseor her should die before receiving complete distribution of the grope y benefit, the Trustee shall distribuu the balance of that beneficiary's share of the Trust to his or her surviving issue by right of tepresentadon. 5.09 Spendthrift Provisions. No beneficiaryef thisTmst shall have anyrigh[ or power to sell, assign, convey, mortgage, pledge, anticipau, hypothecau or otherwise dispose of any nght, atie or interest that the benefictary may acquire m the income or principal of the Trost estate unalthe income or principal has actually been paid over urn o bet e~i ~ bnteuost ofsany Nor shall the incorce or prtncipal of the Trust estau, or any p beneficiary under this Will be beneficiary, either before orblafter my deeathbtAny right~granted ate incurred or contracted by any beneficiary to receive assets of the Trust estate, either principal or income, for the beneficiary s own use and benefit shall not be available for the satisfaction ono ~ exercised by smart ybeneficiary beneficiary. Any right of receipt shall be suspended and may on the filing of a proceeding in ban}tttrptcy in watch the beneficiary is debtor. The suspension shall be continued during bankruPuY PiOCO~tngs and shall be restored only afar the entry of a 5na1 order of discharge of the beneficiary as debtor. ARTICLE 6 APPOINTMENT OF EXECUTOR 6.01 Appointment. I appointmy spouse as Ex<xutorof myEstau. If my spouse does not survive me, refuses or fails m serve as Executor thau!m law oW'otlliamReWilson, Sr 5 Executor for any reason afar having been appointed, my who resides at 199 Kent Drive, Pittsburgh, Pennsylvania, 1524:1 shall act as Executor. If the said William R. Wilson, SL does not survive me, refuses or fails u serve E~ utm foc~,aens re~a~~, or ceases m serve as Executor for any reason after having been app tad, Y WilliamRobert Wilson, Ir., of 50 Lorraine Drive, North Adams. Massachusetts 01247 shall act as Executor. 6.02 Bond Not Required. None of the individuals named in Paragraph 6.01 shall be required to famish a bond for the faithful perforrrtance aF his or her duties as Executor. ARTICLE 7 POGVERS OF ADMlNISTRA7'ION 7.01 Grant of Powers. My Etceetttor, in thr. administration of my Estau, and my Trustee in the administration of the Trost established in Article 5 (together referred to as "my fiduciaries"). shall have the powers and authorities set forth in this Article. These powers maybe exereisedby my fiduciaries in their sole and absoluu discretion, without the permission or order of not limited to, those set forth in Title 20 iCha~pta 33, of the Pennsylvaniaania Conb soilidated St~ tes bet 7.02 Retention of Assets. My fiduciaries shall havethepowertoretainanyor allpmperty of my Estau or Trust corpus, however received or acquired, for so long as they dean appropriau. This power may be exerctsed even though this Property may not be of the type authorized by law for investment, and even though retention rosy leave a disproportionately large amotmt of the value of my Estau invested in one type of property 7.03 Transfer of Assets. My fiduciaries shall have the power [o sell, transfer and convey any property, of whatever nature, including real property, and wherever situated, that I may own at the time of my death, or that may come into myuEbshtac o rrrivausale, at suchptime ~on after my death. The sale. transfer or conveyance maybe by P P such terms and conditions, including selling ~ze and credo, in such manner, and for any reason that my fiduciaries deem appropriau, including, but not limited to, the purpose of obtaining net proceeds m be distributed m my residuary beneficiaries. 7.04 Investment. My fiduciaries shall have the power to invest and reinvest any property in my Estate or in the Trust corpus in preferred ,rod common stocks, bonds, notes, corimwn tmst funds (including any managedby any corporaus fiduciary), interestsenerallestme~ts, trusts, mutual funds, leases, mortgages on property wherever located, and, g Y, Y property and in proportions of property as my fiduciaries deem advisable, even though such investments are not of the character or proportions authorized by applicable law for the investment of such funds. 7.05 Power to Borrow. My fiduciaries shall have the power to borrow money Page 3 of 6 for any purpose for any periods of time and on any arms and conditions as they deem advisable (including the power to borrow from any wrporate fiduciary), and to pledge, mortgage, or otherwise encumber any property in my Estau or in the Tmst cogws to secure repayment of any loan, as well as the power to renew existing loans either as maker rnr endorser. 7.06 Distribution in Cash or in Kind. My fiduciaries shall have thepowerto make distributions in cash or in kind, or partly in each, in divrdedi or undivided inurests, and the power to determine which assezs shall be sold and which shall be distributed in kind, without notice to or consent by any beneficiary: 7:07- Distribution to Minors and Persons Under Disability. My fiduciaries shall have the power to make distributions or payments m or for the benefit of any beneficiary who is a minor, an incompetent, or who in the fiductaries' judgment is incapacitated. The distributions or payments shall be made in any one or more of the following ways: (1) Directly to the beneficiary; (2) directly to the credrtor m payment of the debts or expenses of the beneficiary; (3) m the Guardian of the person or estau of the beneficiary; (4) to any custodial parent of a minor beneficiary; (5) to a cusmdian for the beneficiary under any law related to gifts [o minors, including to my fiduciaries in that capacity; or (6) m any other Person who shall have the care and custody of the person of the beneficiary. There shall be no duty to see m the application of funds so paid. provided due care was exercised m the selection of the person to whom the funds were paid, and the receipt of the person shall be full acquittance of the fiduciaries. To the extent that any provision of this Paragraph 7.07 is inconsistent with any provision of Article 5 creating a Tmst of the residue for the benefit of my minor children, the provisions of Article 5 shall coruroL "minor" is defined to mean any person under the age of 7.08 Disposition of Business Interests. Myfiduciariesshallhavethepower to continue or to permit the continuation of any business, incorporated or unincorporated, in which I may have any interest at the time of my death for any period of time, or to liquidau the business on any arms, as they deem appropriate This power includes, but is not limited to (1) the power to invest additional sums in any business, even m the exent that my Estau oz the Tmst corpus may be invested largely or entirely in the business, without liability for any loss resulting from lack of diversification; (2) the power to act as or to select other persons m as as directors, officers m employees of any business, to be compensatedwithoutregattl to being s fiduciary under this Will; and (3) the power to make any other mtange~nts in regard to arty business as my fiduciaries shall deem proper. 7.09 Employment of Agents. My fiduciaries shall have the power to employ and pay the compensation of aay and all attorneys, agents, custodians, attorneys-in-faa, experts, investment counsel, accountanzs, bookkeepers or other agents or providers of services as my fiduciaries deem advisable in the administration of my Estau. 7.10 Commissions. My 5duciaries shall have the power to take reasonable commissions on account at anytime during the adrniriistration of my Estau or of the Trust without the approval of any beneficiary or of the Court. but subject to allowance or disallowance on the settlement of the final accounts of my 5duciares. 7.11 Third Party Reliance. No person or corporation dealing with my Execumr shaE be required to see to the application of any 'property.paid or delivered to rrry Executor, or to inquire into eitherthe authority of my Executor m enter mm any transaction or the expediency a propriety of any transaction enured into by my Executor. For purposes of this Article 7, twenty-three (23) Years. ARTICLE 8 TESTAMENTARY GUARDIANS 8.01 Guardian of Person. Should I predecease my spouse leaving unmated minor children, my spouse shall have all rights of legal and physical custody and control of our minor children without the need of the appomtment of any guardian of tilt person or estau for any minor child. However should my spouse predecease me and itt the time of my death any child of mine is still unmarried and under the age of eighuen (18) years, I appoint my wife's brother, William Robert Wilson, Jt, of 50 Lorraine Drive, North Adams, Massachusetts 01247 ro be Guardian of the person of each minor child. If William Robert Wilson, Jc is enable or unwilling to serve as Guardian. I appoint my wife's sister, Cynthia Wirl, of 855 York Road, Carlisle, Pennsylvania, to be Guardian of the person of the minor childn;n. 8.02 Guardian of Estate. It is myinuntthatallpropertymwhichanychildof mine shall become entitled during his or her minority shall be included in the corpus of the 1Yust established in Article 5 of this Will, and administered ezclu.sively under the provisions of that Article. However, should a guardianship of the estate becotne necessary for any reason, or be Pape 4 of 6 required by any Court, I nominate whoever is at that time serving as Trustee of the Trost to serve also as Guazdian of the Estate of any minor child. The person appointed as Guardian of any Estate should serve as long as he or she continues to serve as Trustee, with the guazdianship to pass to any successor Trustee. g.03 No Bond Required. No bond shall be required of any Guardian of the person or estate of my minor children who is nominated under this \Nill. 8.04 Funds for Guardian. The Trustee and Guardian of the Estate of any minor child of mine shall pay any amounts to the Guardian of the person of the child that the Trustee deems necessary m provide housing, food, clothing, recreafion and comfort to the child. Any such payments shall come first from the income of the Trust and if there is not sufficient income, then from the principal. These payments may be made m the Guardian of the person in his or her others in the Gnardian'sdfam ly~ Tltteen~P~e ditugres may sypecif4cally~mcbelude, but shalt no be limited to, an addition m or remodeling of the Guardian's residence, so as to enable the minor child to reside comfortably with the Guardian. ARTICLE 9 PAYMENT OF DEATH TAXES 9.01 Inheritance Tax. I direct that the Pennsylvania inheritance taxes payable as a result of my death, not limitedto taxes assessed on property passing under this Will, shall be paid out of my residuary estate and shall not be deducted or collected from any beneficiary under this Will or other transferee. ARTICLE 10 LIABII,ITY OF FIDUCIARIES 10.01 Liability Limited to Actual Fraud or Willful Misconduct. My fiduciaries shall not at any time be liable for mistakes of law or fact or both, for errors of judgment, or for any loss coming to any beneficiary under this Will, or to any other person, unless the loss is the result of actual fraud or willful misconduct on the part of the. fiduciary. My fiduciaries may, from time m time, consult with counsel with respect to the meanvtg, construction and operation of this Will, particulazly with respect m the appomottments, allocations and disbursements, and may act on the advice of counsel in all matters widtom mcurting liability on account of their actions. ARTICLE ll INTERPRETATION 11.01 Will Not Contractual. My spouse and I aze executing wills at approximately the same time, in which each of us is the primary beneficiary of the will of the other. These wills are not being executed ptusuant to any contract to autke a will or any contract not to revoke a will. The will of each of us is revocable at any time, whether before or after the death of the other spouse, az the sole discretion of the spouse [Waking the mill. 11.02 Meaning of "Survive". For the purposes of this Will, in determining whether a person has survived me or survived another person, the person shall not be dcemed to have survived if he or she dies within ninety (90) days of my death or of the death of the other person. 11.03 Successors of Fiduciaries. All pronouns referring to an Executor or Trustee, and the tetras "Executor" and "Trustee" shall be consorted m mean any person acting as my Executor or Administramr with will annexed. or Tmstce as the, case may be. 11.04. Number and Gender. If required by the context of this Will, singular language shall be construed as plural, plural language shalt be con strued as singular, and the gender of personal pronouns shall be construed as either masculine, femvnine or neuter 11.05 Headings. All headings used in this Will m describe the contents of each article, paragraph or other division are provided for convenience only and shall not be construed to be a part of this Will. - 11.06 Governing Law. This Will shall lx construed in confomtity with the law '1 of the Commonwealth of Pennsylvania Pape 5 of 6 J and Testament written oWHER pOg s Ithisvl2dt day of August, 1!J93nd seal to [his my Last Will ~~ (L~w (SEAL) Je W. Stapler COMMONWEALTH OF PENNSYLVANIA ~ SS: COiJN'I'Y OF CUMBERLAND 1 We, Jerald W. Stabler, Stephen D. Tiley, and Theresa 1.. Bentzel, the Testator and the witnesses, respectively, whose names are signed to the attachuior foregoing instrument, being fast duly sworn, do hereby declare to the ttndersigned authority that the o tator s~gn~~an~d executed the instmment as his Last Will and that he had signui willingly ( g Y another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the'ihstator, eighteen (18) yyears of age or older,aof oud~mu~d and and no amstraint or undue influence. tane G J W. Sutltl~ /~,o f-~./ . 7 Stepp .liley ~~ Theresa L. Benrcel . _ Subscribed, swots to and acltnowledged before me by rlne Testator and the witnesses above-named, this 12th day of August, 1993. Notary Public sataaua r+. aonsar s. H~t'r, rm'a::~ ~7isas GaLISI£, ClfA'?~+ILtN^ ~siu!IiTY. PA MY CaMMUiFigB r%lMNFa JUItF.:.+, 7994 Page 8 of 8 CERTIFICATE OF TITLE FORA EHICLE .832 1 ~ ~..; ~ ' ' ~- ; ~,;`` t0694Dg999012285.ODL ~ ~ -T I ' ,. 2Dg3 I HONDA I, 59D157D4701 HO 9ER ~ T ZHG LM21543LD3 r~81 TITLE NUM MAKE DFVEHIGIE E R VEHICLE IDENTFIGATION NUMBEP A ,,, Y '` r OUP ~ SEAT GAP ~ \P BODY TYPE 103 PRIOR TITLE STATE ~ ' OOOM PROCD DATE ODOM. MILES DOOM fiTANS , ~._ r~. ~ I E,/14/03 I 6/14 DATE OF 183VE .., ~, UNLADEN WEIGHT r9Atia y1~ GATE PA TRLED >b i ! 6' ' ~A f"G NUE7'IIQQaM _. ... .. Ytrn14>a re€ro _FJ~i'I~,rn s REGI6fERE0 OWNERISI HOtNDA LEASE TRUSTG°~ 915-L STREET PMB C SACRAMENTO CA 95814 p . ANiICUE VEnl4le L . pL4551L VEXILLE 0 • CALLEGTIGLE VEN10.E ~~~~~ F.MOF COUNTPT G . OHIGINNLT Mh36 FGI p18TiIBUTIGN " X . AGRICIILTUPAL VEXLI L • LCBGING VEHICLE P . IYNPB P POUCE VEHII P PELON6tRVLTEd ' S.BTI1EFTflW "',.4:. T•PELWEPEO THEFT Vfl1WLE ' VeVE311CLE CANtNNSRE138UED VIN µ . RDOD VEHICIE %.IyWNiPTA%1 NgLIEN FAVOR Of: FlRST LIEN fAVOR OF: 9ECO '~ II • aecma ueMGbar 41 bMe upon teuEMGbG of be Rrel W N NM BWeN of MDbr..VwVCI e b bey P ' e IMmRCge[muN IGweN itle TMM b ypmpruY bran eM Me. - FIRST LIEN RELFABm DATE SECOND LIEN PELEABFiD DATE BY pUTIbRIZED REPRESENTATIVE MAILING ADOPESS ~ 9V~ AUTHOPIIEO REPRESENTATIVE ''., HONDA LEASE TRUST 915 L STREET PMB C 434 SACRAMENTO CA 95814 A 9 j ~ ALLEN D BIEHLER ' _ Nean WING eMl Nw penm(e~tt IcaMMIY o~ MMn eIE N Imlu~ µeRr SeerclnrS of TromPOFlatkR • W Trwpo d raw ub velYtle. . ~ ~ (. t. ~' ~ .. ; If a co-purchaser ather then your apouae b litletl end you want the INb tG hl W Survlvarahlp• (On deaN i sulscaDED AND SWORN p Ne ¢le be Iktad an 'Jolnl Terlenro WNh R e s to aurvNh9 owrlar.) CHECK HERE ~. Otherwle dtl TO ORE Me l nte~ GI e goe owner, WIN be kauetl ae'Tenank k Cpnrmn' (~^ deeM of one Irvmai, deceeutl ovmer goes tG hluher heirs or palate). ~ IF NO LIEN, CHECK atlH..NRE GF IERSGX NW WBiEAe.G GPT1 1ST LIEN OATS 1ST 1JENHOIDER STREET V CffY 's STATE LP IF THIS I6 AN ELT, CHECK HERE ^ FlNANCUL I STTUTION NO. W NOTE: FlN RC-0UIRED j 3ND LIEN GATE: ~ IF NO LIEN, CHECK rw ,mwXlPmr nm.w mxe .wF+^.^ x. c..xr.X a rw I. w wNM a..,,xa 3NO LIENNOLOER /n .ew.Xgslm wMV„p,XX...^^^T., ROV drama wXrm n.n STREET tjJ 91GX1TUPE GF PFV4GINT GR AUTIOHIIEO SIb1ER Dm $TpTE ZIP N IF THIS IS AN ELT, CHECK HEPE ^ FINANCIAL I..i SIGNER NOTE FlN REOUIiIEO INSTRUTION NO. &41YNPE GF LO~MPL2NnrrITLE GEMT10Rl}FD 16 f O I I E I AILURE HIP. F OFOWN2RS TRANSOER WRH THE 1eHE MILEAGE hN CONNECTION rtI{iCd T)C 2 flI N P Y U h I I J I I STATE (TYPE OR VOU THAT E ED P STATF. LAWS TATEMENT MAV RESULT IN FINES OR IMPRISON USi FIRST ANO L FEDERA ~ ( p ~ p WgRN LNG ' TO COMPLETE OR PROVIDING A FALSE S MW'(¢ re :e¢m«m a.eMl. mw aI.IIPeI. moll. MvaTA w \ `~\.a r/^ \ l'\ Mea eY l... w,c..•, . NAT i.Pn.M a.wr \ l ~ aemi•I„gym"•, D. mm Nlb: PuncFIA3EP an~(~ c.` ASSIGNMENT OF TITLE-s A ~ ~ •[w.Lmm lm , m IM1e eesl of mYlou, Mmel6a6e Inu IM1e • o tll 9'a e11N '' W~PURLHASER INJe L o ~ ~ / L /\ mBee antl IeXeda Ne acluel milee90 0l Ne venRle STPEET ~ ~ N ` J _ I ACORES~~~~ O uMess one of IM bllowing borax is cbcketl: ~ Is NOT the edM mllee9e ' LITV P3E PRILE ReOecb MO gmoW101 mileeOB WggNIIJO: 000m01er ElOCr¢pVl[Y ~-- pl ~ ^ ZIP OR gN ISBaS d IIF meUlMl[0111MIe P; $iATE 41roe of any anmmb,anm and Mal Ne pwneroM1i s fiereby Mtl e IMIa Nnbr [el3y Nel Na ve n(al nr Me tle6er lielad N InnSle,Rtl to Ne pe,fU ~ SUBSCPIBEp AND SWORN !~ PupcHP3ERS NANRE ~ ~ ~ YEAR TO BEFORE ME: / oAY MO. Pl ~ re l 1 0.PUR .NA EP IGNANRE I` 11,, I ~.. a ~ 1Y/1 FNYRI PEP90N ADM I T OATN pUPCHASER ANO/OR LO~PURCH~SER MUST_ _ N N 10 IGNq 3 ~ J m n 4-y 1• v ~ ~ { ~ 7 Z ~I~A ~ ~7 m ~ ~ 1~ ( e 1y ~ IONA R F ~Q ~ CQIeFV~saRR (N yv e 50 y ~ d ~ ~ ~ ~ s i S~LSLEEEERLLLLg~~NRR~R3,T M_IW~M S q~ ~y¢~ ~ HANOPISIA'T NAME MERE • • (5 • e M.I. • - R 1 • • ~ •' ' FIRST B LAST G M NWe cgltlty Me beu d mybur X^^"'IetlOe Illu Me oCOmaMr nWInO n N M - .... -TwTM3 ~ x mAn antl roteda Ma Mual mmspe of Me wfikM PVPGUSER a FULL `- ec u -a ~ _ d Rro bNlrxin6 'Imes M Lbpcle6 LyPUPLMI.sFA Ib e S W uMeu me ^ IO NOT Me MUaI m 01~II~e5sII~e Ns anwunl M MMNe WARNING: OEOmMa W[I•psP+'/ STPEEi ' p N , DRE96 ~~ m alma d N n+cMNCd IIRJIs tlW Me veMde lefreq el MR'ercvmtlellm aM MU tlIe eNPa1411pM 4•reby AD MI - - I y IN/q lurNx Qe MlMenetl W tlro PlNem(el aNS tleeler Iluatl. '1 PURCINSE PRICE SUBSCRIBED AND SWORN s*qTE zIP oR oIN ~ TO BEFO E ME: MO ppY Y R' < m PURCX0. ER I NPNP m IGNANRE OFP P ON POMWISTEPWG ATH N pt PP F re PURLHASEP ANOIOR L0.PUp CHASER MUST QI O J m n (WJJ IGNANR P ^ O SELLER MUST MWpPlIIMNAME HERE N S e • n • e 1 LAST FIRST - • • M.I. O y gwxietlW SUl by ptlOmNM leWinp la : bMebM plm 4ry c ~ reN~ WPCIUSEu O~FAl _ X mlee M rebeda Ure Muel Mlmge d Ne veNLlq . ~, . C ~ _ uNeu m1 d Me bIYNMN bmae M [becle6 le NOT ple eL1utl m4Mge •~ L0.pUR0.4A3ER Mde tM emlreR of mtlwlp ~ blmw tlMCnRe[gy STPEET g O C Ip l ^ e WARNING: In e>ceee d b med+Nml Nmpe tl Mel Ne wnnMb4Mnby AOOPE39 ~ IfNalurM.YrmN3YtlW Ne MICMUMeal eery encwMroPm sR ~ IreMe bMe peromle)prlM tlulerbNtl. CrtY O . PUPCH¢SE PRILE re 1 SUBSCWIBED AND BWORN r STATE ]1P an ~+ ~ d m TO BEFWORE ME: M pAY v R -} N pURLNAb R bl ! AT RE j IGNANRE P fl N MWI iEPIH OATH 1 N ' G ~ flCHAS_F,B..YJ N R d PURCHASED ANOIOR Sf R MU O N OpPIIp CHTS q N J W O flI bl NAT P O R ~ N St1LER MUST HgNpPI¢INT NAME HERFF • ~ • d ~ FIRST ~ 1 s a5T • • M.1. A NNe . m Ne MN of myIsar kroe'IeG9e wt Ne pnomdar roetllrq la .z' ' Ta~T/M PUPLMASER OP FULL ~ ^ mYea an0 rdlMS Ne Mutl miienpe d IM vMN• p E68 NAME 01 p _ _ uMesa pm 01 tlu Idlpe+M bor•a Is dndetl'. IB NOT Ne edml mibaga .~ LO~PUIILHASER p'e emdell d m3egq ~ OMrnurt tlMVepencY STPFFT R flM N j S e WARNING: In erma d Its ^Igdl°Ilml NmMe IM/e IuIIMr mNMy WI Ne vWde le Me d sM aMlrtMranm eM Inel Me rnvmm~ip ie Mreby AOORE39 N IrallakMUlo the pelsml3l MlM tleelN Ye1W. CITY N PUPLMASE PRICE Ip SUBSCRIBED AND SWORN ` STATE 21R OP mn ~ TO BEFORE ME: MO oar YEAR - c m PVRLXAEER SIGNATURE IGNATVRE OFP R AOM'N bTEPING OATFI N ~ 5 ATURE O PURLHPSER ANOIOR UPCHTSEMMUSf LO 7 H J O Q d E w a ~ 91GNATUPE OF L EP N ~ j SELLER MUST NANppRINT NAME HERE O ^ ~ ND COMPLETE SI?CTION D. TITLING FEES $ -- (~, ^~CHECK HERE IF APPLICATION_FOR DEALER TITLE A PNC Bank, N.A. 020 PM1iladelpM1~a, PA VILLARI, BRANDES &KLINE P.C. IOLTA ACCOUNT 8 TOW ERBRIDGE iCONSHOHOCKEN PA 19428 111 012 0 1 2 1442 751310 fi184 "»46,599.08 PAV TO rHE Lynn Stahler, Executrix of Estate ORDER OF ».......«.»+.»...».+>.........»»«...,..+»....»........»..»+»._. DOLLARS C Forty-Six Thousand Five Hundred Ninety-Nine and 081100 Lynn Stahler, Executrix of Estate of Jerald Stahler, deceased MEMO AU1110RIZED S~QW1Tl1RE Partial settlement -Survival Action , n'OOL44211' °r:D3L000053r: 86208384i7~1' 1442 VILLAFii, BRANDES a KLINE P.C. roLrAACCOUNr Lynn Stahler, Executrix of Estate Original Amt. Date Type Reference 46,599.08 111012012 Bill 1/1012012 Balance Due Discount 46,599.08 Check Amount Payment 46,599.08 46,599.08 46,599.08 PNC-PA lolta Partial settlement -Survival Action VILLAP+IIOLTA ACCOVHTNE p'C. B 70W ERSRIDG STE. 400 1 CONSHOHOCOKEN PA ~04'c8 PNC Bank, N.A. 020 ,, ~{ 41 PhilatlelPhia, PA 8.51710 fi 100 11101201~~ **186,428.80 pAY TO THE Lynn Stahler, Executrix of Estate EI ht and 801100 --~~- ORDER OF One Hundred Eighty-six Thousand Four Hundred Twenty- 9 Lynn Stahler, Executrix of Estate of Jerald Stahler, deceased ~iIIJJ 9 m g m LL ~7~~ldG1~ A~ORpEO s1cr+A~ruAE MEMO ful death ~' II. (/ partial settlement - Wro4r9 ,• 86 208 384 L 7 n'OOL44LII' ~:03L000053 IOLT RACC~NT S & ENE P.C. Original Amt. Lynn Stjype Ex Reference state 186,428.80 pate gill 111012012 1441 111012012 Payment Balance Due Discount 186,428.80 186,428.8D 4 86,428.80 Check Amount 186,428.80 PNC-PA lolta .Partial settlement - Wrongful death Oy ~< O O T ~ ~ ,~ ~ o T m m ro ~r w ~ ~ ~ ~ m n: to •o m r. ~~ m N ~ ~ s ?~ ~ a ~ < b ~ ~' m '~ `~ ' ~r O ~ ~ ~ o m o~ 5 r ~ N a ~c n aiY ~ '. 9 v~ m'x. a .°~ ~. %i .~S~Q` ~ ~ 3 . y ° ~~~Da x' ~ rr Q ~', W Cb r r, n I D C 9 m Y „ ~ ~~ r~ j Oy 3 ~ O~ 0 p ~0 c O~ Tm ~ m ~ ~ ~ m~ ~ a m ~ ~ m 4 ,~ m ~ UI ~ ~ ~ ~ ' . ~ m ~ ~~ ~ d _ ~ m ~ ~ ? < o ~. ~ m ~ m ~ ~ ' ax ~ c ~ ~ ft> ry ' r ~ . (D C: ~. . N 0 Z sL ~ ~ ~' ~ 5~. ~ ~' ,,=ugimQW ` ~ a' a m a , o, .z.. ~:~~ ~ - . . ~~., of "-1 ~ ;~SO~ ~°;' rV i x ~~ Q - w ~ i W ~, ~ y r `~"` r k a Y . k *, • Y » 2 D rt V) L5 ' ~~ ~„ M - D C ~ ~ ~ ~ M M Mi .. N ~ ~ ~,:. ~` . p) I l A ~ } D ~ 6 ~ ;f ~' ~ ' e c N -' Seeueim Features InCludetl ~ oelails on Beck