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HomeMy WebLinkAbout10-22-12J 1505610105 REV-1500 t:x~°=-",trn PA Department of Revenue pennsytvaMa OFFlCIAL usE ONLY Bureau of Individual Taxes a.~,...ak.~«~ County Code Year Fle Nuit~r POBOxzt3D6ot INHERITANCE TAX RETURN ' 2/ iz ~G3n Harrisburg, PA 17128-0603 RESIDENT DECEDENT y 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 278-33-6493 06/26/2012 06110/1924 Decedent's Last Name Suffix Decedent's First Name MI VICTOR _ _ NANCY _ _ __ R (M ApplleabN) Ertter Surviving Spouae'e Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number __ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) t1~ 8. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Sate 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 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPOIIDENT - THIS SECTION MUST BE COIdPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number r,,,, THOMAS E. FLOWER (717) 243-5j iv ~~ o REOISTE ~ USE Y - ~-', - N ~ c ~ ~ ~ ~ ~ ~ First Line of Address ~ t; ?~3 FLOWER LAW, LLC ~ ~ Second Line of Address ~'""' W _ '~ 10 W. HIGH ST a o City or Post Office State ZIP Code DATE FILED CARLISLE PA ' 17013 orretlbondent's e-mail address: TOfnCdtFIOW@r-18W. COltl ' Under of perjury, l re that I have examined this return, Including accompanying schedules and statements, arW to the best of my knowledge end belief, a b .Dec of preparer other than the personal representative is based on irrfornaaon of whkh preparer has any knowledge. SI O R E F,Tjll~ ~ ~~` DA ~~// SS ORRSTOWN BANK, 77 E. G ST., SHIPPENSBURG, PA 17257 SIGt?IATOR~pF PRE THAN REPRESENTATIVE BATE ~-- FLOWER LAW, LLC; 10 W. HIGH ST., CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: NANCY R. VICTOR 278-33-6493 RECAPfTULATION 1. Real Estate (Schedule A) ............................................. L 2. Stocks and Bonds (Schedule B) ....................................... 2. '. 3. Cktsely Held Corporation, Partnership or Sde-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Bllling Requested........ 7. ', 8. Total Groas Assets (total Lines 1 through 7) ............................. 8. 0.00 3,981.60 0.00 '. 0.00 19,258.11 4,297.87 ': 1,187,446.76 1,214,884.34 '. 9. Funeral Expenses and Administrable Costs (Schedule H) ............. ..... . 9. 74,072.85 ', 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ......... ...... 10. ' 2,449.27 11. Total Deductions (total Lines 9 and 10) ........................... ...... 11. ', 75,522.12 12. Net Value of Estate (Line 8 minus Line 11) ........................ ...... 12. i, 1,138,462.22 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an electlon to tax has not been made (Schedule J) .................. ...... 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. ...... 14. ', 1,138,462.22 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 1,138,462.22 1g, 17. Amount of line 14 taxable at sibling rate X .12 17. 18. Amount of Line l4 taxable at collateral rate X .15 .18. 19. TAX DUE .......................... ............................... 19.' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 51,230.80 51,230.80 ', Side 2 L 15D5610205 1505610205 J REV-1500 EX (FI) Page 3 rlacradent's Cmm~lete Address: FII• Number ~' ^ ' ~ ~ Q 2 a Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPaymeMs A. Prior Payments _._.. __ _49,000.00 B. Discount ____ .2,561.54... 3. Interest (1) 51,230.80 Total Credits (A+ B) (2) 51,561.54 (3) 0.00 4. If tJne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a rofurKt. (4) 330.74 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. p ,pp~~ {q, tlwq~. q ,g{ g ~# ' , .`?.w~ P~"6'°~4d "~ -,~~:~'u~ ~~ .~."~r+'I~~~x"Ri~'ati~~:~=~`- ~ Ba ^, ^'~k :xrafi.lii..i uF-~'~-.~r~:~in"~':'t. ~ ~9~s..,:`~,n'~.'~.~'~[~~.~~dibid~x ~i~`R'.j3~.. . _. ~P9fN~~e 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 Vansferred ................................................................................. ......... ~ ^ 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" or payable-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 IT AS PART OF THE RETURN. tl ~; r ~ e m_ ~ ~ ~:-.,v .f } ~~~~-„~"1 (" ?, ~~~I ~ :. Irm,n~ i iqy„ ~4?7 I 1 `r dv~~~ti~ii `I" F u~*s~9.'val t i;~ag~s $t I~~rh a 5a c_ ', t'8^ . @I"9„°'a"'~%."~, *v~C; t~.. ~~~ ~z a1~ r .~~` n. ~ tea. ... ... ., 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 io or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [/2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 'rf 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 a a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The lax rate imposed on the net value of transfers to or for the use of the decedent's lirreal beneficiaries is 4.5 percent, except as Holed 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 (72 P.S. §911t3(a)(1.3)J. Asibling is defined, under Sectial 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adop0on. REV-i5o3 EX+ (7-u) Pennsylvania fIEP~RTMENT Di REVENUE INHERITANCE TAX RETURN RESIDENTDECEDENi scNEOU~ s STOCKS & BONDS ESTATE OF -_ FILE NUMBER NANCY R. VICTOR 21-12-0839 All property jdndy owned with right of survivorship must be disclosed on Schedule F. Ir more space is needed, insert additional sheets of the same size Paget d 3 ^ Northeast * ~~~ . V>~ OD2109 ,tlN+IPIItPuit~l-rNt~llied!ltptq!„tttl,i~llln,l~u,lt~, N7kNCY REESE VICTOR ORRSTOWN BNVI< 427 VILLAGE bR CARLISLE PA 17015.6942 ~pmputetxhare Campu~nlrene Tent Cempen7, N:A. Pt) Box 43078 Providence; RI t~940.3078 Telapfrone~ 80D9887288 www:canµ4erd~me.oonYnveaM bolder AscounC Ntenber l I~M'~holiSt Ut!!lHe~ ..~~g A~-!ce Trade Date: t3 AOg-2012 45:36 (Time) Settlem~-t Date: 18 Ate 2012 Cost Basis Mettrod: FIFO ShantAJnits Price per aros<s Mwunt Tred(trg BankingNVire Taxes Other Net Anionirt ttioW SharelUntt (id9b} of gate (Ut#b) Fees (L4Sfl) Faes {USb) Vlfidtheld (U8D) Fees (t!$b) of Sate (USb) 108.000800 ~1300D0 4,119.19 35.50 D.00 0.00 0.00 4;083.813 Cettrered Trar>sacf+On Tt~l: 0:000000 Nonc©veredTransaclion Total: 105.040900 Coveret# Sheraelllnits I Cotrered Cost ~ Covered Shvrt Tenn ~ Covered lan9 Term Overall Covered ~d easie (ttsb) Gatrtllass cusb) GaWl.oss NSn> I tieinl6oss (usD) 0;000000 NIA NIA N/A NIA PLEASE SEE REVERSE SIbE FOR IMPORTANT biSCLOSURES ANb bEfINITIONS 1 L TR NEU '~' r ~~ ... ~1i~awtt of i"''FG1IR TNOl1t3A~ID AND EIGHTY-THtEE D01:lARS-AND SIXTY=FNNE CENTS'US k`WNG18 43W~Y"" Aulhalnu PayAe , tne. .~ MAf#g041 8 ew~arww.ewwMert: t a'0©849063$78' r:07~9L55~Ot: 04N~225~„436~~58' __ __ __ REV-i5o8 ~+ (o&iz) pennsylvania SCNEpULE E ncosR7MEN70FREVENUE CASH. BANK DEPOSITS 8l MISC. __ ESTATE OF: FILE NUMBER: NANCY R. VICTOR 21-12-0839 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jolrrtly owned wkh right of survivorship must be disclosed on Schedob F. lTEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ORRSTOWN BANK CHECKING ACCT. # 106005532 4,492.97 2, M&T BANK CHECKING ACCT. # 9840895743 13,487.20 3. ',REIMBURSEMENT, RIVERSOURCE LONG TERM CARE INSURANCE 1,277.94 TOTAL (Also enter on Line 5, Recapitulation) ; 19,258.11 If more space is needed, use additional sheets of paper of the same size. ~B~nl~ a~ Mstaben tea. ~uw~o. t~s ~ ndjuaur~nt Sm;ces Fbo~ H68.5UZ-4349 F sx (302) 93?4.293i August 31,2012 (~1'S~VYYL ~~s ~'i]t~£ttO' Nancy Reese "V"it~r Bafitte P.Q.. Bolt 250 Sh#ppeaebnrg, PA 17257 Re: Berate of Nagy Reege victor Social se~rity: a7s-za-~a9s nape of T7cath: Jtuie 26. ?A12 near Sir ar ism: Per your int)tairy on Attgttst l5, ?,U12, please be advised drat at the tithe of death, the above-named decedent had on deposit with. this bank the following: Type nfArravura Accowrr Ntamber Ownership (Names a, OFtni+rg.Ik~ Ballmece on fJars Accrtaed Interest jowl Checking Accomtr v~ro8g~~ Nmtcy Reese Victor (16J2f1T1006 a13,A1;7.18 .oa X13,487.2(1 trot asy addkiend" oo the aeoaudb, t~tading owatxa6fA amtl ao~ cbut~s: dosttras andlos rdtn6araesamt of fonds, ptarsea~Ar atT1'tidl9al~4 we vne suable to blots Rpy awh deposit bo~c ~r the tdwmtme~tttoned decedeat 1M41MYe does nst iod~de.gy •oooonu la wMdr ffie deewed ms3' bne beat u Fmrer of Attoraq', tluRodYn of tJr~eam 1Yaedse, Rglraleetstlasl~eear'lYartee•' AO+~L Sitttxsety, Valerie M ~usttt>ent services ~R~~~ Bi~~, A ?`tion of'Excsdtereee August 7, 20°I2 Re Bstate.of'N$ncy ftee~s Victor Social Socurity Number 278-22-6493 Date of Death 6/"Z6%2012 IT I3 HEAE$Y CERTIFIED THAT'I'HE ABOVE MAIMED DECEDENT HA:D THE FbI.LOWING ACCOUNT ~i"TIi t3RRSTCIWN BANK:. CN.G:~CCCIi1~V7' Acs.~aunt I~}a.- Amount `Typo Dato Opened- Joint Acxo~mt (name~date} E3alanc A~xued Interest- I460Q5532 50+ Interest Checking 4/ISl20I0 No $4,492.97 ~O.U4 Bit Regaxcia'~ 99 Q t~J I 1 R Wvrthingto Deposit Processing Clerk 2695 Rhiladelpha Avextue • Chamixssirurg, 1'A 7 72t)i REV-i5og EX+ (oi-so) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE rAx aETURN RESD>ENT DECEDENT SCNEpULE F 70INTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: NANCY R. VICTOR 21-12-0839 B. C. If an wet became iointly owned within one year of the deoadent's date of death, ft must ba reported on Schedule G. SURVMNG JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• WILLIAM R. VICTOR 2 BUCHANNAN DR. APT 301 SON CARLISLE, PA 17013 nEM NUMBER LETTER FOR ]0 TENAM DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BNRC ACCOUNT NUMBER OR SIMILAR IDBYnFY1NG NUMBER. ATTACH OEfD PoR IOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET %oP DECI;DHPr'S INTEREST DATE or DEATH VALUE OF DECEDENTS DJTEREST 1. A. 05/13/86 MEMBERS 1ST FCU REGULAR SAVINGS 59411.00 7,687.75 50 3,843.88 2. A 05/13/86 MEMBERS 1ST FCU CHECKING 59411-11 907.98 50 453.99 70INTLY OWNED PROPERTY: TOTAL (Also enter on Line 6, Recapitulation) I; 4,297.87 If more space is needed, use additional sheets of paper of the same size. RE~1~1R:>'EAIfiNf3S /4CGC1UNTs Acicaunt'Murrrber'/6ufitx Name of Primary t)wr-er Dab Aocourrt EstBtdished Princpal Balance at t)ate of D~th Accnted lnbreat to Date of Death Total Prncipal and Accrued Interest Name of .I©Int Owner Date Joint Added cti~iwca accvurir: Acxsount Number%Suffix Name. of Primary Owner Dab Account Esbbl~hed Principal f3alar~ce at Date. of Death Accrued Interest to Date of Death Total Prtncipal and Accrued Interest Name of Joint Owner Date Joint Added E~sbta ot: NANGif REE$E VIDTOR Die of Eiwth: Q~12 tiocltst t3acurity NurnMr; 27&22-6493 59411-00 Willem R Victor 05/13/1988 $7586.43 $1.32 5768?.75 Nancy Reese Vier 05M 3/1986 59411-11 Witham R Victor D5f13/198B $907:98 $0.00 $907.98 Nancy IYevse Victor 05/13/1986 M~E(M#_3ERS 1~ FEDERALffCREDIT UNION ~. ~`-' Tessa L Klu v Lending Insurance Support Specialist Augusi24, 2012 SOOO I,cnuse Dave P.Q. Box 40 Mechszucstnxcg, Pecuysyivuria 17055 •(800) 283-2328 • wcinumemberalsGOrS REV-1510 EX+ (08-09} Pennsylvania SCHEDULE G DEVARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INNERRANfF rax RETURN MISC. NON-PROBATE PROPERTY RESri1ENi DECEDENr ESTATE OF FILE HUMBER NANCY R. VICTOR 21-12-0839 This schedule must be completed and filed if the answer to any of questions i through 4 on page three of the REV-1500 is yes. TAM NUMBER DESCRIPTION OF PROPERTY mauoE TrE wuAE of Tlf TRANSR3tEE, TliEat R9AIIOrEiHrv To oEaoert ANo TNEMTEOFiMl6fffi. A7TAL31AGUPYDF1MEO®N]RR6LLF5TATE DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION ffAPNJr161E TAXABLE VALUE 1• ORRSTOWN FINANCIAL ADVISORS INVESTMENT ACCOUNT TITLED TO NANCY REESE VICTOR REVOCABLE LIVING TRUST FOR BENEFIT OF SON, WILLIAM R. VICTOR, FOR LIFE, REMAINDER TO HENRY VICTOR, 800 039.94!! 100 800,039.9 CHARLES VICTOR 8 MARGARET VICTOR, CHILDREN OF DECEDENT 2 ORRSTOWN BANK IRA, ACCT. #2135, PAYABLE 112 TO SON, WILLIAM R.' 172,668.60 100 172 668st VICTOR, 112 TO NANCY REESE VICTOR REVOCABLE LIVING TRUST , 3 AMERIPRISE FINANCIAL ANNUITY CONTRACT N0.93006720850, 214,738.22 100 214 738.2; PAYABLE TO SON, WILLIAM R. VICTOR , TOTAL (Also enter on Line 7, Recapitulation) ; ~' 1,187,446.76 If more space is needed, use additlonal sheets of paper of the same size. Charlene L. Feuehtenberger Orrstown Financial Advisors .Assistant Vice President / Fiduciary Officer Date of Death: 06/26/2012 V8lvation Date: 06/26/2012 Processing Date: 06/27/2012 Shares Security or Par Description xigh/Ask Low/Bid 1) 500.537 COLOMBIA PD3 SER TR (19765J830) MID CAP VAL Z Mutual Fund (as quoted by NASDAQ) 06/26/2012 2) 555.78 DODGE & COX FDS (256206103) INTL STX PD Mutual Fund (as quoted by NASDAQ) 06/26/2012 3) 2189.163 PBDBRATBD TOTAL RBTORN SBRS (31428Q101) T"OTL RET INSTL Mutual Fund (as quoted by NASDAQ) 06/26/2012 4) 292.935 FIDBLITY ADVISOR SBR II (315807987) MIDCAP FD CL I Mutual Fund (as quoted by NASDAQ) 06/26/2012 5) 375.886 PRICE T ROWB GROWTH STA PD INC (741479109) COM Mutual Fund (as quoted by NASDAQ) 06/26/2012 6) 465.488 VANGUARD/WELLINGTON FD INC (921935201) ADMIRAL SHARES Mutual Fund (as quoted by NASDAQ) 06/26/2012 7) 1763.438 VANGUARD PIXSD INCOME SSC3 FD (922031810) INTRM INVGRDAD Mutual Fund (as quoted by NASDAQ) 06/26/2012 8) 2829.212 VANGUARD PIXBD INCOME SECS FD (922031836) STRM INVGRA AD Mutual Fund (as quoted by NASDAQ) 06/26/2012 9) 158.501 VANGOARD INDEX PDS (922908421) 3/C IDX SIGNAL Mutual Pond (as quoted by NASDAQ) 06/26/2012 10) 201.503 VANGOARD INDEX PDS (922908496) 500 TDX PD SHS Mutual Fund (as quoted by NASDAQ) 06/26/2012 Total value: Total Accrual: P9t. ~, Total: $165,627.50 -t- A~j,¢ z-~14.p: 7. v~fl. ~o Te{.tl ~ 17Z~~6~1.60 Estate of: Nancy Reese Victor IRA Account: 2135 Report Type: Date of Death Number of Securities: SO File ]3): N. Victor IRA #2135 Mean and/or Div and iat Security Adjustments Accruals value 13.02000 Mkt 13.020000 6,516.99 29.16000 Mkt 29.160000 16,206.54 11.44000 Mkt 11.440000 25,044.02 16.84000 Mkt 16.840000 4,933.03 35.35000 Mkt 35.350000 13,287.57 55.99000 Mkt 55.990000 26,062.67 10.19000 Mkt 10.190000 17,969.43 10.74000 Mkt 10.740000 30,385.74 31.41000 Mkt 31.410000 4,978.52 100.46000 Mkt 100.460000 20,242.99 $165,627.50 $o.oo Page 1 This report was produced with EatateVal, a product of Estate Valuations 6 Pricing Systems, Iac. I~1` you have questions, please contact SVP Systems at (818) 313-6300 or www.evpeys.can. (Revision 7.2.0) Date of Death: 06/26/2012 Valuation Date: 06/26/2012 Processing Date: 06/27/2012 Portfolio Bndnotes Money Mar~pt #60934N625 $ 7040.18 Accrued Int. $ 0.92 Date: / ~ /~ Charlene L. Peuchtenbergez Aast~ Vice President /Fiduciary Officer Estate of: Nancy Reese Victor IRA Account: 2135 Report type: Date of Death Nimber of Securities: 10 File ID: N. Victor IRA #2135 Page 2 This report was produced with HstateVal, a product of Batate Valuations & Pricing Systems, Inc. if you have questions, please contact BVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.2.0) Charlene 1. Peuchtenberger orrstown Pinanclal Advisors Assistant Vice President / Fiduciary Officer Date of Death: 06/26/2012 Estate of: Nancy Reeba Victor Rev. Living Trust Valuation Date: 06/26/2012 Account: 2139 Processing Date: 06/27/2012 Report Type: Date of Death Number of Securieies: 10 File ID: N. victor #2139 Shares Security Mean and/or Div and Int security or Par Description High/Ask Low/Hid Adjustments Accruals Value 1) 2251.488 COLUMBIA PD9 SER TR (197655830) MID CAP VAL Z Mutual Pond (as quoted by NASDAQ) 06/26/2012 13.02000 Mkt 13.020000 29,314.37 2) 2621.671 DODGE fi COX FDS (256206103) INTL 9TX FD ' Mutual Fund (ae quoted by NASDAQ) 06/26/2012 29.16000 Mkt 29.160000 76,447.93 3) 9761.823 FEDERATED TOTAL RETURN 3BRS (31428Q101) TOIL RET 114STL Mutual Fund (as quoted by NASDAQ) 06/26/2012 11.44000 Mkt 11.440000 111,675.26 4) 1305.716 FIDELITY ADVISOR SSR II (315807487) MIDCAP FD CL I Mutual Fund (as quoted by NASDAQ) 06/26/2012 16.84000 Mkt 16.840000 21,988.26 5) 1810.797 PRICE T ROWS OROWTH STK FD INC (741479109) COM Mutual Fund (as quoted by NASDAQ) 06/26/2012 35.35000 Mkt 35.350000 64,011.67 6) 2117.071 VANGUARD/WELLINGTON PD INC (921935201) ADMIRAL SHARES Mutual Fund (as quoted by NASDAQ) 06/26/2012 55.99000 Mkt 55.990000 118,534.81 7) 7863.494 VANGUARD PIXED 73!iCOMB SBCS FD (922031810) ]79TRM INVGRDAD Mutual Fund (as quoted by NASDAQ] 06/26/2012 10.19000 Mkt 10.190000 80,129.00 8) 12615.871 VANGOARD FIXED INCOME 9BC3 FD (922031836) 9TRM INVGRA AD Mutual Pund (a8 quoted by NASDAQ) 06/26/2012 10.74000 Mkt 10.740000 ~ 135,494.45 91 1367.333 VANGUARD INDSX PD3 (922908421) S/C IDX SIONAL Mutual Fund (ae quoted by NASDAQ) 06/26/2012 31.41000 Mkt 31.410000 42,947.93 10) 929.232 VANGUARD INDEX FDS (922908496) 500 ZDX ELI SHS Mutual Fund (as quoted by NASDAQ) 06/26/2012 100.46000 Mkt 100.460000 93,350.65 Total Value: Total Accrual: t Total: $773,894.33 ~ tb, l`tS. (ol t Pte, zrdtp: 8ov,da4.9~+ $773,894.33 $0.00 Page 1 't'his report was produced with EstataVal, a product of Estate valuations & Pricing Systems, Inc. If you have questions, please contact BVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.2.0) Date'of Death: 06/26/2012 Bstate of: Nancy Reese victor Rev. Living Trust Valuation Date: 06/26/2012 Account: 2139 Processing Date: 06/27/2012 Report Type: Date of Death Number of Securities: 10 File ID: N. victor #2139 Portfolio Endnotes Federa ed Money Market - Principal #60934N625 $15,658.13 Accrued int. $ 4.32 P rate ,Money Market - jncome #60934N621 $ 10,481.96 Accrued Int. $ 1.20 / % ~/v/~~ Date: Charlene L. Peuchtenberger Anat. ice President / Fiduciary Officer Page a This report was produced with Bstateval, a product of Bstate valuations ~ Pricing systems, inc. If you have questions, please contact BvP Systems at (818) 313-6300 or aww.evpsys.com. (Revision 7.2.0) a~v~a uroraro~owa,~ar September 19, 2iy Darin E. Brytz Ar~riprlse Flriancial suite 101 11 Triplett Ct. Diilsburg, PA i7a19-944(f Dear Sire: Re: Estate of: Nancy R.lfictor Social Security Number: 278-22-6493 fete Number: Z312~dE~39 The bepartnnent issues this waiver fKsr the floliowing seaurity held En treneflciary format by the daaedent. The security wiU be subject to PennsyiveMa inheritance tax. The [3epartmerrt will isatre an iniormaUan rwtlcs} to the tra~nsDeree of the pobentiai Penr~ylvanie inheritance tax due for this easel. A copy of this weiver is to be used b'Y you to r~ottfy the transfer agent that ltle reporting requirements of Section 6411 of the Probate Estates-and Fidudartes Code ('Tide z0, Chapter 64, Pennsylvania ConsolMateci Statutes), have been ~tisfled. Name of Company: Type of Account(s): ID Number(s) Account 13elance(s): Arru:riprise Financial Security Account 93005720850 $214,738.22 Sincerely. ~h Peters Inheritancb Tax Dlvisfon OepGrtmeAt of Revenue f PO Box 2$06011 HatMSbury. PA 17128 ~ 717.T87.832T i www.revenue.stxtp.pa,t~ REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INNERrrANCE TAx RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER NANCY R. VICTOR 21-12-0839 Decedent's debt must be reported on Schedule i. TEEM A. FUNERAL EXPENSES: 1' HOFFMAN ROTH FUNERAL HOME, PROFESSIONAL SERVICES z. FUNERAL SERVICE MEMORY BOOKS FOR FAMILY B. ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representative(s) ORRSTOWN BANK __. _.. Street Address 77 E. KING STREET __ City SHIPPENSBURG State PA zIP __ veer(s) Commission Paid: _EXPECTED TO BE PAID IN 2012 2,075.00 277.38 36,914.32: 2. Attorney Fees: 3. Fatuity Exemption: (If decedent's address is not the same as daimant's, attach explanation.) Claimant Street Address __ City ._ _ __ _ State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accrountant Fees: 6. Tax Return Preparer Fees: ~• ESTATE NOTICE, CUMBERLAND LAW JOURNAL 8. ESTATE NOTICE, THE SENTINEL 9. SHORT CERTIFICATES ~o. TAX VALUATION FEES ~~. REGISTER, TAX RETURN FILING FEE 34,374.61 120.50 75.00 189.54 16.00 15.50 15.00 TOTAL (Also enter on Llne 9, Recapitulation) ~ ; 74,072.85 If more space is needed, use additional sheets of paper of the same size. REV-LSi2 EX+ (12-08) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER NANCY R. VICTOR 21-12-0839 Report debb Incurred by the deadsnt prhx to death that remained unpaid at the data of death. including unreimburaad medirl ernaneem. ,~ more spacE rs neeaeD, insert aaDmonai snee[s of the same site. REV-1513 EX+ (O1-10) Pennsylvania SCHEDULE ] DEPARTMENT OP REVENUE ~~,~ TAx RETURN BENEFICIARIES RESD)EM DECEDENT ESTATE OF: FILE NUMBER: NANCY R. VICTOR 21-12-0839 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Indude ouMght spousal distritRiUons and transfers under Sec. 9116 (a) (1.2).] 1. WILLIAM R. VICTOR, 2 BUCHANNAN DR., CARLISLE, PA 17013 SON 305,370.39 2. NANCY REESE VICTOR REVOCABLE LIVING TRUST FI810 WILLIAM. R. VICTOR, FOR LIFE, REMAINDER TO DECEDENTS .OTHER CHILDREN, CHARLES, HENRY & MARGARET VICTOR SONS & DAUGHTER 833,091.83 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEEP, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX [S NOT TAKEN: L B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: i. 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 of paper of the same size. f~ii~o7 LAST WILL AND TESTAMENT OF NANCY REESE VICTOR I, NANCY REESE VICTOR, of 336 Acre Drive, Carlisle, Cumberland County, Pennsylvania, make, publish and declare this to be my Last Will and Testament, hereby revoking aII Wills and Codicils by me at any time made. ITEM I. Except to the extent that the Trustee of the Trust referred to in Item II herein pays inheritance and estate taxes, I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property; shall be paid by my Executor out of the property passing under Item III of this Will as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by it, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executor, it may pay such taxes immediately or may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. ITEM II. During• my lifetime, I prepared a Revocable Living Trust dated April 11, 2007. I give, devise and bequeath all the rest, residue and remainder of my estate to the Successor Trustee therein named to be administered in accordance with the terms of that Trust. ITEM III. I nominate, constitute, and appoint my son, WILLIAM REESE VICTOR and ORRSTOWN BANK, to be Co-Executors of my estate. My Executor is spec~cally relieved from the duty or obligation of filing any bond or other security. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, this ~L~ day of _ ~ f , 2007. w Nan eese Victor SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: c 2 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, NANCY REESE VICTOR, 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 Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Swom or affirmed to and acknowledged efor~ me, by NANCY REESE VICTOR, the Testatrix, this 1 ~-~h day of 2007. Nancy R s Victor, Testatrix _~ fVdTARIAL SEAL MERLENE J. MARHEVKA NQTARY PUBLIC MYACOMMISSUONBXRPIRES JUrI ~8, 2010 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, and ~ Dill_u , the witnes whose names are signed the atta ed or foregoing instrument, being duly qualified a rding to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it 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 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or afFirmed to and subscribed to before me by ~ . and.. .~rCDt~Ah~ this ~ ~~ day of ~ _, 2007. t, ~.; , Witness Witness 4 NOTARIAL $EAL MERLENE J. MARHEVIUI NOTARY PUBLIC CARLISLE, CUMBERLAFID COUNTY, PA MY COMMISSION EXPIRES JUNE 8, 2010 JRN-21,-2010(THU) 12:57 ~~ ORRSTOWN BRNK RED Li+. TY 01/1S/SO (FRX)7172498010 REVOCAB~.E LIVING TitUST P. 002/013 ~~Zlzo~o I, NANCY REESE VICTOR, of 336 Acre Drive, Carlisle. Cumberland County, Pennsylvania, hereby transfer to myself, as Trustee, the property described In the attached Schedule of Property. The Trust property sv identified, and any property added to the Trust in accordance with the provisions of this instrument, and all investments and reinvestments thereof shall be held upon the following terms: 1. DESIGNATION: This Trust may be designated the "NANCY REESE VICTOR REVOCABLE C/V/NG TRUST". 2. DISTRIBUTION DURING SETTLOR'S LIFETIME: Commenting upon the execution of this instrument and during my life, the trustee shall, administer the trust principal and any net income thereof as follows. A. The trustee shall distribute to me or apply for my benefit such PLt3WF,~t ~&. i~IDSAY xne~an 26 Wac High Srneee CulWe, PA amounts of net income and principal, even to the extent of exhausting principal, as the trustee believes desirable from time to time for my health. support in reasonable comfort, best interests and welfare, considering all circumstances and factors deemed pertinent by the trustee. Any undistributed net income shall be accumulated and added to principal, as from time to time determined by the trustee. JRN-21,-2010(THU) 12:57 , ORRSTOWN BANK (FRX)71T2d98010 P. 003/013 B. In addition, the trustee shall distribute to me, or to others on my behalf, such amounts of net income and principal as I may from time to time direct in writing. 3. bISTRIBUTION UPON SETTLOR'S DEATH: ~FR'fiz I VSAY E6 Wss I~lgh Scea Cerlicle, PA A. After my death, the primary purpose of this Trust will be to provide security for my son, WILLIAM REESE VICTOR, who is in poor health, until his death. I direct that my trustee shall pay to him, or for his benefrt, such amounts of the net income and principal of the trust as, in the sole discretion of my Trustee, may be necessary for my son, WILLIAM REESE VICTOR'S maintenance, support, medical and nursing care, taking into consideration any other funds readily available for such purposes. B. Upan the death of my son, WILLIAM REESE VICTOR, this trust will terminate and the entire principal and any remaining undistributed income shall be paid to my other children, HENRY PHILIPS VICTOR, CHARLES 3CHOLZ VICTOR and MARGARET CRONIN VICTOR-BEALE, in equal shares. Should any of my remaining children not tie surviving at that time, I direct that that child's share be paid to any spouse who survives said child, or if no spouse survives, to any children of said child, per stirpes. Should any of my children not survive me and not be survived by a spouse or issue, I direct that that child's share be divided in equal shares between my other surviving children, per stirpes. If any of my other children, HENRY PHILIPS VICTOR, 2 JRN-21.-2010(TNU) 12:58 ORRSTOYN BANK (FRX)T172fl98010 P. 004/013 CHARLES SCHOLZ VICTOR or MARGARET CRONIN VICTOR~BF~ILE, contest the terms of this Revocable Living Trust, or the terms of my Last Will and Testament, or object to or oppose the probate thereof, or take any proceedings before any Court to annul any provision of this Trust or of my Last Will and Testament, or have any provision ther>3of declared void, speC~cally, including the Trust established for the benefit of my son, WILLIAM REESE VICTOR, for his lifetime, then in any such event, I direct that all of that child's interest under this Trust and my last Will and Testament shall cease and become void, and I give to said child the sum of One ($1.00) Dollar. 4. PAYMENT OF DEBTS. TAXFrS AND C03~3 OF ADMINISTRATION: F~WF1t'6t LfiIDSAY xe ~v~e ~ sane aa~. re A. After my death the trustee shall provide for payment out of the bust prinapal, without seeking reimbursement or recovery from any person, all of my (1) legally enforceable debts, including debts owed by me to a trustee individually, except debts which constitute a lien or encumbrance on real properly, (2) the expenses of my last illness and funeral, (3) the administration expenses payable by mason of my death, and (4) the estate, inheritance, and other death taxes (including interest and pena~ies, if any) payable in any jurisdiction by reason of my death including those administn~tion expenses and death taxes payable with n3spect to assets which do not pass under this trust. 3 JRN-21-2010(THU) 12:58 ORRSTOYN BRNK (FRX)i172B98010 P. 005/013 5. AL)MIN VE PROVISI N The following provisions shat) apply to the trust held under this instrument A. If a benefdary eligible to receive net Income or prindpal distributions is under legal disability, the trustee may make those distributions directly td the beneficiary, to a duly appointed guardian of the property or person of the benefidary, or may othenvise~-make ~disMbutbns for the benefit of the benefidary in such manner as the trustee considers advisable. B. Among the circumstances and factors to be consider>9d by the trustee in determining whether to make discretionary distributions of net income or priindpal bo a beneficiary are the other income and assets known to the trustee to be available to that beneficiary and the advisability of supplementing such income or assets. C. Except i+or the right to disclaim, no principal or income distributable from this trust shall be subject to antidpation, assignment, mortgage or pledge in any manner by any beneficiary, or to the interterence or control of any creditor of a benefidary, and shall not be reached by any legal or equitable or other prgCess, including bankruptcy proceedings, in satlsfactlon of any debt or liability of a beneficiary prior to receipt by the beneficiary. E1[~C7NVl~t ~, 26 Wea Hish $eeeet c,~r~, rn 4 JRN-2l-2010(TNU) 12:58 ORRSTOYIN BRNK (FAX)7172d98010 P. 006/013 6. POWERS OF TRUSTEE: The trustee shall have the foAowing powers in add'fion to any other powers granted by law, al! of which shall be exercised in a fiduciary capacity, without the prior or subsequent approve) of a Court or judicial authority: A. To hold any or ail of the trust estate in the form of investment In which received so long as such retention appears advisable, notwithstanding that such retention might violate principles of investment diversification. B. To r>3ceive addiGona( assets from myself, either during my lifetime or by testamentary gift, as well as from any other person or organization. C. To se11, at public or private sale, for cash or credit, or both, conb~dct to sail, convey, transfer, exchange, or lease real or personal trust property, upon such terms and conditions as the tnistee may deem advisable. D. To invest and reirnest the trust esthte, without timttation to legal investrrrer~, in such stocks, bonds, real estate mortgages, common trust funds, mutual funds or other securities and properties, real or personal, as the Trustee may deem advisable without restrictions t4 investments authorized for Pennsylvania fidudaries and w~Fwut regard to any principle of diversification or risk E. To make allocations, divisions, and distributions rgquined by this ~FR'8c iND3AX i~. ~ s~ C~ri1~k, PA instrument in cash or in other property, real or personal, or undivided interest therein, or partly in cash and pertly in property, t4 allocate different kinds or disproportionate shares of property or undivided interests !n property among the beneficiaries without JRN-21-20101 TNU) 12:59 ORRSTOWN BRNK (FRX)71T299B010 P.00~/013 liability for, or obligatbn to make compensating adjustments by reason of, dispro- portionate allocations or unrealized gain for federal income tax purposes; and to determine the value of any property so allocated, divided or distributed. F. To exercdse, in person or by proxy, ail voting and other rights, powers and privileges and to take all steps to realize a!I benefits with rasped to stocks or other securities; and to en#er into or oppose voting trusts, mergers, consolidations, foredosures, liquidations, raorganizadons, or other changes in the tinanciaf structure of any corporation. ' G. To pay all expenses incurr~ in the administration of the trust, induding reasonable compensation to any trustee, and to employ or appoint and pay reasonable compensation to accountants, depositories, investment counsel, attorneys, attorneys-in-fad; and agents and bo delegate to them discretionary powers if need be. M. To deal with the fiduciary or fiduciaries of any other trust or estate, even if the trustee Is also the fidudary or one of the fdudaries of the other trust or estate. I. To compromise or abandon any daim in favor of or against the Trust. J. To exercise all powers and rights consistent with the foregoing, OrWk1t~'~ IIVDSAY ~vwt Hith Seca Gdida rA and whether above mentioned or not, which such trustee could exen~se if the #rustee were the owner in fee simple of both the Legal and equitable tide in such trust estate. 6 JRN-21,-2010(THU) 13:00 ORRSTOWN BRNK (FRX)7172Ag80}0 P. 008/013 The trustee shall have the right to execute any and all instruments of any nature whatsoever for carrying out of his or her powers, duties, rights, privileges and discretion. K. The trustee's exercise or non-exerdse of powers and discretion in good faith shall be conducive on all persons. No person paying money or delivering property to any trustee hereunder shall be required or privileged to see to its application. The oerflficate of the trustee that the trustee is acting in romplianor3 with this instrument shall fully protect all persons dealing with a trustee. 7. PRINCIPAL AND INCOME: Unless otherwise specifically provided in this instrument, the Wstee shall have full power and authority to determine, in their discretion, what shall constitute prindpai of the trust estate, gross income from the dust estath, and net income of the trust estate distributable under the terms of this Agreement. 1"his determination by the trustee shall be conducive and binding on all persons in any manner interested in the truck created by this instrument. 8. CORDS AND ACCOUNTINl3: O~VVF,R'~S IlVDSAY Wert~~ CurMle, PA The trustee shall keep and maintain adequate books and records reflecting all income and prindpal transacflons, which books and records shall be open to me or my duly authorized representative or guardian at all reasonable times. 7 JRN-2(-2010( 13;01 ORRSTOWN BRNK (FRX)7172fl9B010 P.OD9/013 9. $ESIGNgT10N,,,,BEMOVAL. OR SUBSTITUTION. OF TRUSTEE: A. After my death, and during the life of my son, WILLIAM REESE VICTOR, during which time he will be the sole benefidary of this trust, my son, WILLIAM REESE VICTOR provided he have the written concurrence of either my son. HENRY PHILIPS VICTOR or CHARLES SCNOLZ VICTOR ,shalt have the right to discharge my suasssor trustee with sixty (60) days written notice, provided also that they shall have the power th appoint a successor trustee, as long a8 said successor trustee is a wrporate fiduciary with authority to act in such capacdy und$r Pennsylvania Iaw. The discharged successor trustee shalt then provide a frnal 8ccounting within ninety (90) days a~1~r completion of its services to the trust. B. The trustee shall have the right tQ resign at any time. However, any successor trustee shall give thirty (3p) days prior written notice to me, if (am then living, or if I am not then living, to the bertefidary or benefiaaries to whom the current trust income may or must then be distributed. C. Upon my resignaticm as trustee, or upon my death or legal disability, i ~WF.,R BSc :aver ~ Saeec CaeiWe. PA hereby appoint the Omstown Bank as successor trustee. D, In the event neither myse{f, nor any successor trustee named herein, is able td serve, fvr any reason, the benefidary ar beneficiaries th whom the current trust Income may or must then be distributed shall, by written instrument, appoint any 8 JRN-21-2010(THU) 13;02 0RRSTOMN BRNK (FR><)7172d98010 P. 010/013 corpon~te t'iduciary, with authority to act in such capacrty under Pennsylvania law, as successor trustee. Should any such current beneficiary be under legal disability, the instrument of appointment or approval may be signed on his or her behalf by the duly appointed guardian of such beneficiary. E. The accounts of any successor trustee may be approved by me, ff living, or after my death, by the beneficiary or beneficiaries to whom the current trust income may or must then be distributed. Such approval shall tie by written instrument and shall have the same effect as if the accounts had been approved by a court having jurisdiction of the subject matter. F. My suxessor tnistee, or any subsequent trustee, on the appointment being made, shall immediately succeed to al) title of the trustee to the trust estate and t0 all powers, rights, discretion and immunities at the trustee under this instrument, with the same effect as though such successor was originally named as tnastee in this instrument. A successvr trustee shall not be liable for the acts or omissions of a prior trustee. 10. COMPENSATION: aA1~IS'6c aor~ Hr~l, s~ Cacliale. PA I hereby waive all fees for my services as trustee hereunder_ However, any successor trustees shall be entitled to reasonable compensation for their services as trustees. Such compensation may be charged to principal or to income or partly to each in the d'~scretion of the trustee. In the event my estate is not subject to probate 9 JRN-21-2010 THU) 13;02 ORRSTOWN BRNK iFRx)7172G9601U P.O11t013 and no personal representative is appointed, the trustee shall prepare and file, or cause to be prepared and filed, the federal estate tax return and such other returns as may be necessary. For any such extraordinary services, the trustee shalt n~ceive additional reasonable compensation. 11. BdND: The successor trustee named herein shah be er>tttted t0 ad at any time in any jurisdiction without bond or other security to ensure the faithful performance of his fiduaary dunes. 12. APPUCAI3LE I.Aw; The trust seated by this instrument shag be interpreted and governed by the laws of the Commonwealth of Pennsylvania. 13. INVALIDITY OF ANY PROVISIQN: Should any provision of this instrument be or become invalid or ~FR'6~ ~~ ~ri~~ c.~ r~ unenfoi~able, the r>arrratning provisions shall be and continue in be fully effective. 14. NUMBER AND QENDER: 10 JRN-21-2010(~HU) 13:03 ORRSTOMN BRNK (FRX)T172498010 P. 012/013 Whenever ner,~ssary in this instrument and where the context admits, the singular #erm and the related pronoun shall include the plural and the masculine, feminine and neutral. 13. REVOCATION OR AMENDMENT: I reserve the right during my life, by wrftten instrument signed by me and delivened m the trustee, to revoke this instrument in whole or in part, in the event this instrument is oompletely revoked, all trust property held by the trustee shall be iransfen+ed and delivered #o me or as 1 may otherwise direct in writing. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this Revocable Living Trust this Iz.~ day of ~'/4~Uc7{},-Q.l~ , zo1o. ~. Reese '&~ ~~~~ Gu{Wc. PA Signed, sealed, published and declared by the above-named, as and for her Revocable Living Trust in the presence of us, who have hereunto subscribed our names a# her request as witnesses thereto, in the presence of her and of each other. /92S ~c~N ~- S~ Lr4cv~r~ dress ~ 9~'zr~1 336 Ac.~ ~~~- t7 1 Add ~e~s~ v~- _ ~~Q1$.S Vc c;~_ ~ / Name . ~ `~~~ ,~/ W C.[.C Name 11 JRN-21-2010(THU) 13:03 ORRSTOYN BRHK (FRX)T1T2496010 P. 013/013 .., ~i ~ ~ SCHEDULE OF PROPERTY '~ I~AY u~~ Ca~IfYe, PA 12