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Springs, PA 17007 J REV-1500 EX(02-17)(FQ ~' Pennsylvania OFFlCIAL USE ONLY PA Department of Revenue """'NfO'"'""`"" County Code Year File Number Bureau of Individual Texas INHERITANCE TAX RETURN Po eox26oeot 2 1 1 2 ^ 2 2 7 Harrisburg, PA t7726-0607 RESIDENT DECEDENT ENTER DECEDENT INFORMATImN BELOW Social Security Number Dffie of Death MMDDYYYY Date of Birth MMDDYYYY 168 26 3923 02 06 2012 ~ 07 01 1932 Decedent's Last Name Suffix Decedent's Frst Name MI Graves Gordon I (If Applicable) Enter Survivlnp Spouse's Informaflon Below Spouse's Last Name Suffix Spouse's Fret Name MI Graves Carolyn L 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 p 3. Remainder Return (Date of Death Prior to 12-13-82) p 4. Limited Estffie O 4a Future Interest Compromise (date of p 5. Federal Estate Tax Return Required death after 12-12-82) tl• 6. Decederrt Died Testate O 7. Decedent MaiMalned a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received D 10. Spousal Poverty CredR (Date of Death l~ 11 • FJectlon to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - This sectlan must be completed. All Corr~pondsnee and Confldantlal Tax Infonnatlon Should be Directed to: Name Daytime Telephone Number Robert C• Saidis, Esquire 717 243 6222 Flrst une of Address Saidis, Sullivan 8 Rogers Second Line of Address 26 W• High Street Gty or Post Office Carlisle 1505611188 State ZIP Code PA 17013 REGISTER OF WILLS USE ONLY C7 r-.'~ ~ ti ~ ~~ ~ .- ~? 7` _ -~ ~~: r cri - ' C~~-, _ Crl DlIIE,_~i'LED ~ T ' ^-i r.1 ~' >~ :~ ~ ..f ~ i-~ ~~ J Z. • ~ r- rrr cn <~ .c correspondents a-mall address: rsalalsi~ssr-attorneys.com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the bast of my knowledge and belief, it is juq, correct and complete. Declara):ion of the praparor other than personal npruentative is based on all information of whit h proparer has any knowledge. Jennifer L. Bandura Meadowood PA Robert~C. Saidis. E PLEASE USE ORIGINAL FORM ONLY Slde 1 15056111188 1505611188 `~ ~~ ~ .~ 00 ~~ J Rev-1500 D((Fl) Decedern~s Name: Gordon I Grave s Decedent's Social Security Number 168 26 3923 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 ~ • ...... 5. 6. Jointly Owned Property (Schedule ~ D Separate Billing Requested ...... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested • • • • . • 7. a. Total Gross Assets (total Lines 1 through 7)• .. • . • • ..................... a. 218,500.00 105,948.80 0.00 0.00 185,504.49 8,073.83 0.00 518,027.12 s. Funeral enses and Administrative Costs schedule H g, 5 8 , 910 • 4 4 ExP ( ) .................. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule q ............. 10. 14 , 6 4 8 • 9 0 11. Total Deductions (total Lines 9 and 10) 11, 7 3 , 5 5 9.3 4 .............................. 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12. 4 4 4 , 4 6 7 • 7 8 13. Charitable and Govemrnernal Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) • • • • ................... 13. 0 • 0 0 14. Net Value Subject to T8x (Line 12 minus Line 13) ....................... 14, 4 4 4 , 4 6 7 •7 8 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 (a)(1.z)x.oo 148,155.92 1s. 0.00 16. AmOUrn Of Line 14 taxable at lineal rate X .045 2 9 6, 311.8 6 1 s, 13 , 3 3 4 • 0 3 17. Amourn of Line 14 taxable at sibling rate x .12 0.0 0 17, 0.0 p 18. Amourn of Line 14 taxable 0 • 0 0 at collateral rate X .15 y g, 0. 0 0 19. TAX DUE .................................................... 19. 20. FILL IN THE OVAL IF YbU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505611288 1505611288 13,334.03 O 1505611288 J Rev-1500 EX (FI) Page 3 Decedent's Complete Address: File Number 21 12 0227 DECEDENTS NAME Gordon I. Graves STREET ADDRESS 308 Glenn Avenue CITY Boilin S rin s STATE PA ZIP 17007 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Prior Payments B. Discount (1) 13.334.03 6, 000.00 300.00 Total Credits (A+ B) (2) 6,300.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, lJne 20'to request a refund. (3) (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 7,034.03 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. Oid decedent own an'Sn trust 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 IT AS PART OF THE RETURN. For dates of death on or after July 1, 19914 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. Sect. 9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 195, 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. 9118(a)(1.1xii)]. The stattae does not exempt atransferto asurviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still albplicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 200q: • 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 oh the child is 0 percent [72 P.S. Sect. 9118(4x1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. Sect. 911s(a)(1)j. • 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. Sect. 9116(4)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+(01-10) ~ r Rennsylvania UtV~gl MtNr OF eEVF.NtJE INHERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE A REAL ESTATE ESTATE OF: FILE NUMBER: Gordon I. Graves 21 12 0227 All real property owned solely or as a tenant in com m on m ust be reported at Tair market value. Fair msrket value is defined as the price at whic h property would be •xehanged between a willing buyer and a willing seller, neither being cam palled to buy or sell, both having reasonable knowledge of the relevant facts. Re>tl property that is jointly-awned with ri ht of survivors hip must b•dlseloeed on Schedule F. Attach a copy of the settlemern sheet if the property has been sold. ITEM _ Include a cgpy of the deed showing decedern's irnefest if owned as tenant In common. VALUE AT DATE 1 Real estate situate at 308 Glenn Avenue, Boiling Springs, PA -assessed 218,500.00 value (See attached copy of assessment) TOTAL (Also enter on Line 1, Recapitulation.) I 218,500.00 If more space Is needed, insert additional sheets of the same size. TaxDB Result Details Yage 1 of 1 n Detailed Results for Parcel 40-28-2100-275. in the 2010 Tax Assessment Database DistrictNo 40 Parcel ID 40-28-2100-275. MapSuftix HouseNo 308 Direction Street GLENN AVENUE Owned GR,I~VES, GORDON I C/O PropType R PropDesc LivArea 1920 CurLandVal 65000 CurImpVal 153500 CurTotVal 218500 CurPretVal Acreage .41 C1GrnStat TaxEx 1 SaleAmt 14900 SaleMo O1 SaleDa O1 SaleCe 19 SaleYr 86 DeedBkPage 0031U-00497 YearBlt 1987 HF File Date 10/20/2004 HF_Approval_Status A http://taxdb.ccpa.netldetails.asp?id=40-28-2100-275.&dbselect=l 2/13/2012 REV-1503 EX+(8-88) COMMONWEALTH OF PENNSriVANIA INH ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Gordon I. Graves 21 12 0227 All pr petty lolntly-owned with right of survlvorhslp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 IBM Stock (See attached valuation -held in Ameritrade Investment Account 25,653.04 No. 885-00366 -statement attached) 2 Penn NationallGaming, Inc. Stock (See attached valuation -held in 16,475.30 Ameritrade Investment Account No. 885-003616 -statement attached) 3 Hershey Company Stock (See attached valuation -held in Ameritrade 12,210.70 Investment Account No. 885-003616 -statement attached) 4 290.2652 shares of Hershey Company Stock (See attached valuation and 17,721.71 letter from BN`I( Mellon Shareowner Services dated April 16, 2012) 5 175.695 shares of IBM Stock (See attached valuation and letter from 33,888.05 Computershare) TOTAL (Also enter on line 2, Recapitulation) 105, 948.80 (If more space is needed, insert additional sheets of the same size) Estate Valuation Date of Death: 02/06/2012 Estate of: Estate of Gordon I. Graves Valuation Date: 02/06/2012 Account: Ameritrade Investment Act No. 885-003616 Processing Date: 06/22/2012 Report Type: Date of Death Number of Securities: 3 File ID: Graves, Gordon I. Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 133 INTERNATIONAL BUSINESS MACHS (459200101) COM New York Stock Exchange 02/06/2012 ' 193.76000 192.00000 H/L 192.880000 25,653.09 2) 900 PENN NATL GRfMING INC (707569109) COM The NASDAQ 6tock Market LLC 02/06/2012 41.86000 90.51650 H/L 41.188250 16,975.30 3) 200 HERSHEY CO '{927866108) COM New York Stock Exchange 02/06/2012 61.32000 60.78700 H/L 61.053500 12,210.70 Total value: 554,339.09 Total Accrual: 50.00 Total: $54,339.09 Page 1 This report was produced with~EStateVal, a product of Estate Valuations G Pricing Systems, Inc. If you have questions, please con~act EvP Systems at (616) 313-6300 or www.evpsys.com. 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C -Y ~ ~ 'eC ~ `~' vi Li ~ °' ~ `O O) ~, '- a N O ~ ~ 0 Y W ~ V ~ R ~ a aN ~~ T a ~ ~ a" ° a 0 }.~ c w ~ ay ~tr i- ~" n •~ •~ O y V i ~ V > ~ ~ ~ N ~ ~'Q ~ l~ a4Q ~vw ~ ~~c.:3 y f ~m'a ~~u° ~ o `O~~ o ~ owOl~ ~O V c~ ~ yrn.~ o' a$ rn ~ »., ~a ~~cm au7 m h-,-.r~Z2~cZ C ad °~, va ~QQ°.~aV~VO o'~ ~'~N o .oya N nr ~ $' ~ cv ,~ a h °~ T N ~ Q Qj (Q c ~ c Ri H~ E~ q C~ V~ ~ G .fi O Q C.1 Q ~a' 00' ~~ G s 0 a m A 4 Estate Valuation Date of Death: 02/06/2012 Estate of: Gordon I. Graves valuation Date: 02/06/2012 Account : Hershey/BNY Mellon & IBM/COmputershare Processin Date: 9 06/26/2012 Report Type: Date of Death Number of Securities: 2 File ID: Graves, Gordon I.2 Shares Security Mean and/or Div and int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 290.2652 HERSHEY CO (927666108) COM New York Stock Exchange 02/06/2012 61.32000 60.78700 H/L 61.053500 17,721.71 2) 175.695 INTERNATIONAL BUSINESS MACHS (959200101) COM New York Stock Exchange 02/06/2012 193.76000 192.00000 H/L 192.880000 33,888.05 Total Value: 551,609.76 Total Accrual: $0.00 Total: 551,609.76 Page 1 This report was produced with',EstateVal, a product of Estate valuations a Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.0) your ~~°. BNY Mellon shareowner Services °'r•O$ox3526 transaction advice '' So. Hackensack, NJ 07606-9226 ~mpany: THE HERSHEY COMPANY ~gistration: 00000922 01 M8 0.404 01 7R 00006 $GJDR101 000000 Issue: COMMON Shares: 290.2652 CUSIP: 42786610 JENNIFER L BANDURA EX UW GORDONIGRAVES 4 MEADOWOOD PLACE CCCtttL~~~F BOILING SPRINGS PA 17007 Itt•luttll~u,lu•I~Ihlrl•~Ill~l~rp~rlttt~y~•~1Prllr4h•rdt Im~estorlD 124992855327 -~ Account Key GRAVES-GORDI~F00 Transaction Date April 16, 2012 Transaction Advice Number 0004604451 Your Broker-Dealer Broker-Dealer ID Broker-Dealer Account Number This is a record that the indi d book-entry shares have been transferred in accordance with your instructions. These shares are nsferable on the books of the Transfer Agent, BNY Mellon shareowner Services, upon receipt of properly complet transfer documents, instructions and assignment. There may be rights, privileges, rest ctions and conditions attached to the securities covered by this Advice. A full copy of these can be obtained by writing to tl~e Secretary of the Company. Manage Your Account With Ease Visit BNY Mellon Services Online Login to InvestorServiceDirect® at www.bnymellon.cjom/shareowner/isd View Information • Account Detail • Book entry history • Pending transactions • Transaction history • Payment history • Tax information • Historical stock price infonma~ion Sign up for MLInksM for secure 24/7 online access to your shareowner documents. Manage your statements and 1099 Perforn Transactions tax documents! Simpty login to your • Change your address account at Investor ServiceDireci® • Sell book-entry shares where step-by-step instructions will • Replace a dividend check prompt you through enrollment. • Certify your ta~ayer ID • Change your dividend election* --- and more! RETAIN THIS DOCUMENT FOR YOUR RECORDS A D C * Online service not offered by a!1 issuers. --- - - -~- - ~• ~---- ~• - ° - --- - - - --- -,- -- - - 000320 ~IILl~rllll~llll'~I'n~11~~rLl~~l11'~I~I'urllnlyrl~~I~Ll~ll Attn: Jennifer Bandura 4 Meadowood Place Booting Springs PA UNITED STATES 17D07 ~jomputershare Computershare PO Box 43078 Providence, RI 02940-3078 Within USA, US territories 8 Canada 888 IBM 6700 Outside USA, US territories 8 Canada 781 575 2727 ibm@computershare.com www.ibm.coMinvestar The IRS raquiros that we report the cost basic of certain shares acquired anar Janusry 1, 2011 and then sold. Shams tremferred out o} an acwunt wlll be done using our dehuk cost basis calcuWlion of first fn, flat out (FIFOI unlase othanvke instrucud. Please volt our wehska, review the enclosed FA4 or console your tax advkor k you need addkional irdormetlon about cost basis. Dear Sir /Madam: Re: GORDONIGRAVES Company Name: International business Machines Corporation DRS book-entry shares: 0 Investment plan book-entry sh~res:175.695 Account Number: """1467 Certificated Shares: 0 As requested, enclosed are the forms and insinrctians needed to transfer the decedents stock to a new account or another holder We have also endosed answers to Fregtrently Asked Questions (FAQs) to assist you with completing the form and to answer transfer related questions you may have. You can find additional helpful irdormation in the "Help' Section of our website, www.ibm.com/investor. To request the transfer, you will need fo cellnplete the following steps: Step 1: Transfer Request form - Compete the endosed form. All surviving registered holders ('rf applicable) or a legally authorized representative must sign the "Authorized Signatures° sedi n (sedion 7), with a Medallion Signature Guarantee for each signature. An individual signing on behalf of the current registered holder must indicate h~s or her capacity next to the signature on ttte form (e.g. John Smith, Executor or John Smith, Custodian). See the endosed FAQ document for addi 'oral information. If the decedent held any certificated shares, you must include the original stock certificate(s) along with the Transfer Request form. If a ceriificate is lost, please contact us at the cus~Omer service number listed on the top right comer of this letter to find out the cost and process for requesting a certficete replacement. Lost certificates must be replaced prior to transferring the shares. Step 2: Form W-9, tax certification -The new holder should sign and date section 9 of the endt>,sed Transfer Request form. If the new holder is unable to provide tax certification at this time, we will send him or her a Form W-9 (Request for Taxpayer Identification Number and Cert~cation) once the transfer request is processed. Computershare will be required to withhold taxes on any dividends or other caslsdistributions until tax certification is received by us. Step 3: Additional tax docurnerttation ~ Main either (a) or (b), as applicable: (a) If the decedent resided in a State in which an inheritance tax waiver is required, an Inheritance Tax Waiver form. (b) If the decedent did not resido in a state in which an inheritance tax waiver is required, either (i) a Notarized Affidavit of Domicile (blank form endosed), or (ii) an Inhedtarice Tax Waiver stamp affixed next to the signature on the Transfer Request form. See the last page of the enclosed) FAQ document for additional information on these items and how to obtain them. Step 4: Send all required documents outiihed above to: Regular mail: OvemighUcertifiedlregistered delivery: Computershare Computershare PO Box 43078 250 Royal) Street Providence, RI 02940-3078 Canton, MA 02021 fYllf'\IYMIi III~NIY i41IYlYY11'111eY11f"'~ ~IRev. s~tl) REV -1504 E%+ (8-98) COMMONWEALTH OF PENNSYLVANIA INN ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Gordon I. Graves 21 12 0227 (If more space is needed, insert additional sheets of the same size) REV -1507 E%~ (e-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER Gordon I. Graves 21 12 0227 (If more space Is needed, insert additional sheets of the same size) REV-1508 EXr(11-10) ~~~ Pennsylvania I]F. VAfl1ME N! pF NkVi;ryVF. INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Gordon I. Graves 21 12 0227 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly owned with rlyht of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Ameritrade Investment Account No. 885-003616 -Cash (See attached 4,455.50 statement of account attached to Schedule B) 2 Breakfast Investment Group (Member of informal investment club -see 10,444.17 attached letter dated February 10, 2012) 3 401 K with IBM (See attached letter from IBM Employee Services Center) 158,451.78 4 US Treasury Refund 20.00 5 Sentinel Refund 4.29 6 Refund from Shipley Gas 98.18 7 IRS Income Tax Refund 845.00 8 Century Link Refund 34.57 9 Refund from John Hancock Insurance 63.00 10 Proceeds from sale of personal property 300.00 11 Ocean Time Timeshare, Ocean City, Maryland -valued at 50% of purchase 1,250.00 price of $2,500.00 (See attached copy of Deed) 12 Ocean Time Condominium Timeshare, Ocean City, Maryland -valued at 3,100.00 50% of $6,20.00 purchase price (See attached copy of Deed) 13 Sea Time Condominium Timeshare, Ocean City, Maryland -valued at 50% 750.00 of purchase price of $1,500.00 (See attached copy of Deed) 14 2007 Chrysler Town & Country Van in fair condition (See attached Kelly 5,688.00 Blue Book value) TOTAL (Also enter on line 5, Recapitulation) 185,504.49 If more space is needed, insen additional sheets of the same size Harry Still 1327 Horick ~r Boiling Springs, Pa 17007 Dear Carolyn land Jennifer: February 10,2012 Attached are ~NIO documents that show what Gordie's investment was and the market value. Anoth r shows the payout amount and fees. I included a p~ge describing the fields and their meaning. On behalf of ~ e entire BIG investment club please accept our sincere condolences and please do notesitate to call me if you need help with any of this. You should r~ceive a check in the amount of $10,444.17 from our treasurer just as soon as he transacts the sales and the funds are available. Please let me know when you have received everything. An email or phone call will be fine. 717-258-32921 (ce11717-385-3152) stillacre@co cast.net c--_ s aj ~ m ~ ~ ~ a ~ a-• ~ ., s ~ : ~'. r. a 't3 C d ` o a o 0 o a o 0 0 o ~ g 41 d 0 p ~ '~ O t0 .-r O to N O lT 07 p O k a ~' n O ~ . ~ ~ a ~ ' ..+ QI ,-~ O In d to n !~ ,~ N 01 S- ~ _ 3 ,-~ .~, a .~, co u~, .-, in u~ u~, ~,q ~ ~ f0 ~ h 0 M W ~t M O ti In ,ti M N of M U ~ tr O O CF 0 M r-~ M N n ` y O o 0 tri .--i 0 0 0 : ~ ~a o, ~ :ra c 4 N c O ~ N~ ~ O O~ f~ W N M ~ y lD O lOA ~ In ~ N V 01 ~ N n i~ .-i Q N L ~ O ~ n n M V O M d' 01 1D 3 3 ~ ~ ,-, co of u~ V' ,-i to ~o rn to o m n ,-~ rn to co to ~ in ar ~ H m N ~ 4! ~ N ti M M M M O M M M Ir1 C7 N o -, . O N . i ~ , - O . -1 O ~ ~ ~ ~ ~ . -t ~ N ~ , .i 0 0o co ~ m ao m o ao co co rn N M p O' O .-t 0 0 0 0 0 0 0 Of ` Q N H Q ~ p o y U) W d' M O N O O N V N i~ 01 N tt'1 n M .-i ~D .-t N 01 O ~ m O W D o O O ~ i _ O t O D n N 0 i O n t D Q y ~ 1~ n n n n [} H 1~ n n ~: C ~ ' n _ ,.,, ~ ~ ~ ~ ~ o o ~ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o o p p `„r y p, in O m o 0 o c o co ari o ao E ~ ~ ~ O~ M N 0 ~ (N N M C ao W m m t70 V ,-~ W W 00 ~ a ~ t0 n ~ ~ o - O 0 0 0 0 0 0 0 ~, L d 0 p p ~ ~ N N ~ O~ O o O N O o p u 7 t n t n t n i ~ p ~ ~ er ~ ~ o p , Q ~.,. Jy ~ YM C (V~ M Y U N i n 7 } ~ O O ~ O ~ ~ N ~ L O ~ N p J.+ (A A O ~ ~ V! ~ i ~ O Z H ~ II ~ ~ ~ 'a ~ o > y o ~% L tC QI a ~ '~° ,^ c ~ c ! G ~/ ii V •'•' 7 IIWY 0 • _ ~_ 4 t ~; N O co IBM 401(k) Plus Plan Gordon was participating in the IBM 401(k) Plus Plan (the "401(k) Plan"). The balance of this account, as pf February 08, 2012, was $158,451.78. The account balance changes daily based on the investment gains and losses of the investment options chosen by the participant. The account balance will remain invested in the current investment options until the beneficiary changes the investment allocation after a beneficiary accountis established. ~-_ - _ _ Gordon designated (he following as 2 of 3 beneficiaries for this account: • Jennifer L. Band~ra - 33% • Victoria L. Graves - 33°t° Each beneficiary Willi receive a percent of the account as indicated above. Once the 401 (k} Plam receives all documents required to verify the beneficiaries, a separate account wit be established for each beneficiary under the 401(k) Plan. The beneficiary accounts) initially will be invested in the same investment options that the participant had chosen prior to his death. Once the account is established, each beneficiary will recei~Ne a letter from the 401 (k) Plan with instructions on how to access the beneficiary account. At that time, the beneficiaries will be able to manage their own accounts, including eking investment allocation changes and requesting a distribution from the 401 (k) Plan Please be sure to review the brochure called Additional Information about Yo~r IBM Benetrts to understand what your options are under the 401(k) Plan. In order for the benefi~Ciary accounts to be established, you must submit a of Cordon's death ce ificate, indicating the manner of death. alone with If you have any questi the requested informa 1-800-796-9876; after prompt, and enter "20i waiting for the prompt correspondence to the enclosed Return Mail i Sincerely, Jaquetta Foreman Program Administrator IBM Employee Service PO Box 770003 Cincinnati OH 45277-0 ms regarding this information or you are unable to provide any of Ion, please contact me at the IBM Employee Services Center at gearing the menu of options, please press "#", wait for the 8" to be transferred to my extension. Please note that while you may hear a brief period of silence. When returning IBM Employee Services Center, please include one of the over Sheets. Survivor Services Center -, dyp ~~ _,. :~~. b f ,F 3.IM-B-~oit.~~ ~,, •, t ;:t r . •w~ ~.. . kI~ER515 2 FO1102 I A THi3 DEED, made this ~ day of A.D. two thousand eight (2008), by CONSTANCE T. HOBSON hereinafter called the Grantors, witnesseth: THAT FOR i,~ND IN CONSIDERATION of the sum of Two Thousand Five Hundred Dbllara ($2,500.00), the said Grantor does hereby grant and con~ley unto GORDON I. GRAVES, his heirs, personal representatives and assigns, forever in fee simple, all the following described property, to wit: All the following described property from 12:00 Noon of the first day until 12:00 Noon of the last day assigned to said Grantee(s) during the hereinafter described unit week(s) a number(s) as said unit week(s) is numbered and defined in the ~ hereinafter described Supplementary Declaration of Covenants, m = Conditiona and' Restriction, which estate is to be succeeded m forthwith by a succession of other estates in consecutive and ~ chronological order, revolving among the other unit weeks described in the aforesaid Supplementary Declaration of Condominium, iri order annually, it being the intent of this instrument that each unit week shall be considered a separate estate held sepjarately and independently by the respective owners thereof for an during the period of time assigned to each in said Supplemen ary Declaration of Covenants, Conditions, and Restrictions, ntil the 31st day of December, in the year 2031, at which date said estate shall terminate; TOGETHER vyith a remainder over in fee simple absolute, as tenant in common with the other owners of ,all the unit weeks in the hereinafteri, described condominium unit with a 1/52nd interest in the followi~g described real estate located in the Town of Ocean City, inlthe Tenth Election District of Worcester County, Maryland, and mere particularly described as follows: Unit Week~No. 22, in Condominium Unit No. 304 in the OCEAN TIME CONDOMINI is set forth in the Declaration of ,Condominium, and exhibits, dated March 26, 1982, and recorded among the Land Records of Wor ester County, Maryland, in Liber W C.L. No. 81, folio 65, et s q. , and pursuant (t,p the plats described in said Declaration and recorded~in Plat Book F.W.H. No. 72, ~p1io 28, et seq., and pursu nt to tfie ~SUpplementary Declaration ofiCovenants, Conditions and Restrictions, dated March 26, 1982 grid recorded among the afor said Land Records in Liber W.C.L. No ;;=822, folio 504, et seq., and as more fully described in t3te Amended Condominium Declaration, dated March 26, 1982, and recorded among the aforesaid Lind Records in ib .C.L. No. 823, folio 177, et seq. ~ ~~~. ~~ I1111SEP19 A~53 STEPHEN V, HALES' CLK.CT.CT. WOR.Cq lI8ER515 2 FOlID2 2 0 The aforesaid property being all the same- that was conveyed unto the Grantor herein by Constance Y. Tibbs Hobson and Faye Martin Lee by Deed dated July 29, 1999 and duly recorded among the Land Recor s of Worcester County, Maryland, in Liber S.V.H. No. 2767, Foli 451, et seq. To the aforesaid Deed and Plats and to the references and recitals therein contained:; reference is hereby made for a further and more particular history and description of the property hereby conveyed as though set forth in full herein.' TOGETHER c~ith the improvements thereon and all the rights, roads, ways, ~aters, privileges, advantages and appurtenances thereunto belor}ging or in anywise appertaining. TO HAVE AMID TO HOLD the above described property unto said GORDON i. GR]~VES, his heirs, personal representatives and assigns, forever in fee simple, as hereinabove described; SUBSECT HOWEVER, to the aforesaid Condominium Declaration, including By- Laws, and Supplementary Declaration thereto. AND the warrant specia execute such c requisite. AS WITNE9 day and year f WITNESS: aid Grantor does hereby covenant that she will ly the property hereby conveyed; and that she will her and further assurances of the same as may be the hand and seal of the said Grantor herein the at above written. ` ~ 1 i ~~'w J-l(SEAL) Constance Hobson' tk r+a n~~w, ~ %' ~:.. J _ _. ¢; ~~ ~~~ ~a X t ~ ., ,i++q ,~. ;~ ~j , ~' l~Eflg 15 2 FOlIQ2 2 1 STATE OF ~/ ~lWl~1~.,~c>', COUNTY OF ~/~~"'1 TO WIT: I HEREBY CERTIFY that on this ~-~~ day of /ry(,/ g` , 2008, before m~, the undersigned, a Notary Public, in and for the State and Cou~'ity aforesaid, personally appeared Constance'' Hobson, known i(or satisfactorily proven) to me to be the person whose name is, subscribed to within the aforegoing Deed and acknowledged ghat she executed the same for the purposes y~~' contained therein. Y ~: `" tll~. In witnesis whereof, I hereunto set my hand and official "*r~ x seal. t~~ ~ s;„ ~ ~r', 11 i, _ ~ '~ /J ~p O ` ''My Commission ;$xpires: '(Cs C~C-L bli i ' ,'•r' /O ~ O1' ~/~ Notary Pu is ~~ ~ 3 Z Z y THIS IS TO CERTIFY that the within instrument was prepared I3. ~ O ~ by or under supervision of the undersigned, an attorney duly D ~ ~ ~ admitted to practice before the Court of Appealsl ,=`~y~and. ~.~ ~' ~ m j m h't~ ltd kkk ib.U~ ~, ~ ~ C ~ _ Nt IIUN I i6.~N p ~ C ~ IN ~}~X ~IAIk i~.~F! C n O 1NNt ~Sllkkl 11.:A9 • ~ ~ o Z O Robert K. Mc In osh, Attorney IUI i1f.~U Ke9i?_illl~ IiCPt i ;,~dl'U ° SVtI :4r1 111; # 1N4i' ser ~r i~11 11:~ ~ -- '9, ~, rEN YAX ?AIG 1 a F~T;N W1iICN AS5E58 ENTS Flil nt8CIE 6FFICER 4,r ~ kifil RE+'•EiVED 1 V BEEN yy~py{r/LG-,S~ER ILGUVTY MAY A 4 A~~' iHI6 DATE ~~ R~ ~V__.~--Dote ur ti ~;lr wmn~y Fiw ... I. .... 1, .c..,.,~_.,.w...a.. \11 4:pc i t,3 ~w~ w:k+:xt3 ~~ GF ~ ~ 5 hfi~1~ ti3~11 ~ I ~+~iS.,d~le. `~ ULp~ ,'~, r. r, . SEP 1 The foregoing instrument rd for rd~ and is accordingly recorded )tong th land//r~~co s of Worcester County, arylan ~~ +9~'~~, Cletk l(8ER 4 g 9 I ~~110 2 2 b r ro o~~ y n.` ~• •~ ,-, f o ~- ~•_~ 4MES H Cwaa, JR., r.A. ATTORNEY AT LAW 108 N. 8TH STREET OCEAN CITY, MD 21842 TRUSTEE DEED THIS DIEED made this ~da of ul in ~ , 2007, by JAMES E. Y CLUBB, JR., Trustee, Witnesseth: WHER AS, pursuant to a Lien Foreclosure proceeding filed in the Circuit Court of Worcester ounty, Maryland in Civil Case No. 23-C-07-0304, the Trustee named therein did se I at public sale on April 20, 2007, at 11:00 A. M. the property described in the aforesaid roceeding, and more particularly described below, to GORDON I. GRAVES, he ein referred to as Grantee, he being then and there the highest bidder; WHER S, the aforesaid sale has been duly reported to and ratified and confirmed by aid Circuit Court, and the purchase money has been fully paid and satisfied to th Trustee, who is now authorized by the order to execute a Deed for the property ther of. THER FORE, for.and in consideration of the sum of SIX THOUSAND TWO HUNDRED D LLARS ($6,200.00), the Trustee hereby grants and conveys unto the Grantee, his ersonal representatives and assigns: ALL o ;the following described property from 12:00 Noon of the first day until 12:00 Noon olf the last day assigned to said Grantee during the hereinafter described unit week nu ber as said unit week is numbered and defined in the hereinafter described Su plementary Declaration of Covenants, Conditions and Restrictions, which estate s to be succeeded forthwith by a succession of other estates in consecutive nd chronological order, revolving among the other unit weeks described in the said S p{~Iementary~Deciaration of Covenants, .Conditions and Restrictions, in order annual) , it being the intent of this instrument that each unit week shall be considered a separate estate held separately and independently by the respective owners there f for and during the period of time assigned to each in said Supplement ry Declaration of Covenants, Conditions and Restrictions until the 31st day of Dece ber, in the year 2031, at which date said estate shall terminate; TOGETHER with a remainder over in fee simple absolute, as tenants in common wit the other owners of all the unit weeks in the hereinafter described condominiu unit with a .1/52 interest in the following described real estate located in the Town of cean City, in the Tenth Election District of Worcester County, Maryland and more particularly described as follows: ~~ ~ ° ~-t°I`ime nterval No. 30 consisting of an estate for years in Unit No. 301 in ~F~~~pla of condominium subdivision known as "OCEAN TIME y `~~6,~@,p-N OMINIUM", established pursuant to a Condominium Declaration ~ and B -Laws, dated March 26, 1982, and recorded among the Land ~. Reco ds of Worcester County, Maryland, in Liber W.C.L. No. 811, folio p 65 et eq., and pursuant to the plats described in said Declaration, and recor ed in Plat Book No. 72, folio 28, et seq., and pursuant to the Supp ementary Declaration of Covenants, Conditions and Restrictions FIBER 4 R~ 1 FB~IB 2 Z 1 recorded among the aforesaid Land Records in Liber No. 823, folio 49, et seq.,j and as more fully described in the Amended Condominium Declaration, dated May 15, 1984, and recorded among the aforesaid Land Records in Liber W.C.L. No. 979, folio 204, et seq. TO HA E AND TO HOLD the above described property unto the Grantee, SUBJECT H WEVER, to the obligations of owners as set forth in the aforesaid Condominium Declaration and By-Laws,. and Declaration of Covenants, Conditions and Restrictions. AS WI NESS the hand and sea! of the Trustee herein, as of the day and- year first above written. ~~~ (SEAL) JA ES . CLUBB, JR. Tr to STATE OF IV~ARYLAND, to wit: HERII BY CERTIFY that, on this '7~ day of ~u~vS"f" , 2007, before me, t e subscriber, a Notary Public in and for the Sta a aforesaid, personally appeared Ja es E. Clubb, Jr., who acknowledged himself to be the Trustee in the above-menti ned proceeding, and being authorized to do so, executed the foregoing instrument f r the purposes herein contained. AS Wf TNESS my hand and official seal. .+ ~~ A.......C ~i .••' '~•G~~'•. OTgq '. cR Notary Public 1- `; w My Commis ion expires: ? g ~ A ~ I--I~ a9~•. VI9L1 r` ! HE EBY CERTIFY that the within instrument was prepared by the undersigne attorney duly admitted to practice before the Courfi of Appeals of Maryland. x TAXES F R WHICH ASSESSMENTS HAVE N RECEIVED AV BEEN PAID A8 F 1HIS DATE. o~ ~] yJoros~ter GbUtl i~~e1 odr BY .~a*r~ ~~ ~ rdnoFRTY tl , LIBER 4 9 9 1 FD110 2 2 8 AFFIDAVIT OF NON-APPLICABILfTY OF MD. ANN. CODE TAX-GENERAL §70-912 I herebly certify under the penalties of perjury and upon personal knowledge that the Deedl, or other instrument presented for recordation with this Affidavit. is not subject to Md: Ann. Code, Tax-General Article §10-912 because: The property is being transferred pursuant to a foreclosure of a Lien. AS WI~'NESS my signature this 7~ day of ~ ~ , 2007. JAM 'S CLUBB, JR. ~~ ~ Tru tee Witness it'if' tit StIKt ~ tCtl.7~{11lN~~ F>•~ Hi;llll{1Jfl I lid I Eh' its, ;aIRIE ittll;L Itl~ WIJlic b'Vti ;f}P49 REF' 11 q L'b~( ~ll ~}cean Ctt)~, t-M~. t~es~ '+iv~tEdr ChBPk~'' ~cr~ t'i a=.:~+~w4nt6'[ G~~~'~ have'~t~;n t~ az of °;e. SEP 1.1 2001 The foregoing instrument + ~ ~ filed for record and is accordingly recorded among the land tern of Worcester Countys ~~~ ~~ ~%~ Clerl~ L.SJMW i~.~9 11~f.:i~ ttc~t ff 4(~~ t!`Jr~F~ air LIBFfl u b l l! Ffl110 6 8 3 ~ ~"" ~ ~~~ DEED M W © ~'+ a THIS DEED, made this 21't' day of OCTOBER 2005 by and between ~ Q U s o >w ~ J. BRUCE MILLER AND jCARLYN MILLER, GRANTORS -- =moo parties of the first part and ~ ~ w~~ GORDON i,. GRAVES, G)~tANTEES '~ parties of the second part, NOW V1'ITN~SSETH: ; t~ THAT FOR AND IN CON H)ERATION ofthe sum of ($1,500.00) ~ ONE THOUSAND FIVE ~UNDRED DOLLARS, and other good and valuable consideration, the receipt of which is hereby acknowledged, the . ~~ said parties of the first part oes hereby grant and convey unto the said party of the second part, AS AN ESTATE IN SEVERALTY, their assigns, the survivor of them, and the personal representatives an assigns of the survivors, the following describl premises situated in the Tenth Electio District, Ocean City, Worcester County, Maryland to wit: ~ A, ~ \1 N`~ TIME INTERVAL No. 15~in BN-702 Condominium Unit No. in a plan of cg~dominium V subdivision known as "SE TIME CONDOMINIUM", as the same is more'~articularly ~1~ described and identified on he Condominium Plat recorded in the Condomtmut Plat Book ~~„ ~. F.W.H. No. 52, at Plat 36, among the Land records of Worcester County, Maland; and C`7~, ~, ~mj being part of the land premi es declared to be subject to a condominium regime jay a certain N~ Declaration, dated the 2nd d y of September 1975, and recorded the 22nd day of~eptember, 1975, in Liber F.W.H. No. 88, at Folio 662, among the aforesaid Land Recors, the said estate for years, consisting o (a) the seven (7} succeeding days commencing at X2;00 Noon on the ISth Friday of ea h successive year, and (b) the seven (7) succ tng days commencing at 12:00 Noon n the n/a Friday of each successive year, without to , tnation, together with an equivalent ndivided interest in the common elements of the co~ominium appurtenant to the aforesai Condominium Unit. The aforesaid Time interval; and its equivalent undivided intere t in the common elements appurtenant to the Condominium Units, is subject to a Supple entary Declaration of Covenants, Conditions and Restrictions, Time Sharing Ownership, eatime Condominium, ~s recorded among the afores„tiid Land Records of Worcester Coun y, Maryland, in Liber w.C.L. No. 902, Folio 387; a~jd further subject to the First Amendm nt to Supplementary Declazation of Covenants, Cond~(ons, and Restrictions of Timesharing Ownership of SeaTime Condominium -Unit BN~p3, dated April 9, 2005, and recorde among the Land Records of Worcester County, M9`~~ land, in Liber S.V.H. No. 4407, Foli 684 . BEING PART of the sam~ property acquired by the parties of the first part'~~,Deed, recorded in Liber No. 1741 at Folio 13, among the Land Records of WorcesterCounty, Maryland. TO HAVE AND TO HOL the said premises unto the use and benefit of the sat arty of the second part, their assig s, the survivor of them, and the personal representa~~s and assigns of the survivor, in ee simple, SUBJECT to the provisions of the two rey~gresaid Condominii~ra Declarations nd Amend2nenta thereto, fir! together with all rights,_~leges, improvements and easement appurtenant thereto, and in any manner thereunto belpp~lrtg as a tenant in common with oth rs. ' AND the said parties of th first part covenants the parties of the first part wtll~ ~" ~jrant specially the property hereb conveyed; that the same is free from encumbrances t as 8 hereinbefore set forth; and t at the party of the first part will warrant specially the ~"said property hereby conveyed. , I xa& THE party of the second pa join in the execution of this deed to acknowledge its tee and conditions and to acknowledge and accept their duties and obligations under the terms ~~the aforesaid Condominium Dec azation. ` _ . , . , IIBFN 1E b 14 FOII~ b 8 4 IN WITNESS WHEREOF, the parties hereto have caused this instrument to be Executed in the year and day first written a ove. S er- . RUCE MILLER ~ R: ~.~.~ Seller- CA I I Seller- ,~ `. ^'64 ~' ~ SELLERS NOTAR' n , ~,~~y State of 1C ~. ONTHIS~~ 2"Vra ~, ~~rryry OfFicTer, Notary Pub G to ~'7 ~l . known to me or satisf within instrument and i ~ ~ y ontained. Fft TTNESS MY HAP y Commission Expi Purchaser-GORDON I,. GRAVES '~ Purchaser- \ 1 SIHk i ~.NN t~I.IItU ' ttk t.'N.kAf Purchaser- IH'IAX SIAIk f.;~ tUy HESlUktil :if.~ tTIFICATION IU~Ak Nfl.yN f MII~ ItCFt ~ :k"J65 County of d4lN lstf: f ytl of 4l/f.~l'1 ~~ r , 2005 ,before me, sun ersigned b4~af as the state and counW aforesaid- personally anneared arily proven to be the person e u t cnowledged that they execut the same}I. ~ •e t en ~v n,nue :: AND OFFICIAL SEAL CO1N"0n'rx Public State ofd County of C'~.ntinelland : QPZ TffiS 2g ay of _ Noyet++.bat' , 20 4Y ,before me, :- Officer, a Gtary Public for the state and county aforesaid, personally appet n = Gfc~.VCS • n; ~°~ , known to me or satisfac Drily proven to be the persons whose names are sul within instrument and a knowledged that they executed the same for the pu Contained. i WITNESS MY HAN AND OFFICIAL SEAL „~ ~ My Commission Expire : ~ar-oh ?Ar Z~6 ~ ~ ~ Notarial Seal ~ ~ ~ Eiizaueth K. Hull, Mots Public ~~~ iii ~ ~ Silver Spring Twp., Cumbe and County - L9 fAy Commission Expires roh 20, 2008 ~ ., a Public fi NemL•er. Pennsylvania n••• n 77 t ' L=am yl ~ n I HEREBY CERTi] ,~ cr ,.~ ~~. Attorney admitted to ' ~i~r Ci ~ rn .~ in '•~ NO TITLE SEARI . REQUESTED OR PEA ~~ ATTORNEY F VIT that this instrument was rep under the Mice law before the Cou Anneala~for the to the of 2007 Chrysler Town & Country Touring Minivan 4D Trade In Values -Kelley Blue Book Page 1 of 4 22P CODE: 17070 tSign in (or Sign up) home { ear values { cars for sale { car reviews { kbb top picks { research tools Popular at K88.com 30 Best Car Deals of the Month .ll!..'t'rti~Itif~nC whY Al13~ ...... Chrysler o~ti, !Town & Country 2007 go Home > Car Values > Chrysler a Town & Country > 2007 > Style > options > Touring MinNan 4D ~. Your Blue B~-ok®Value ,chow Used (.ar Prk es i Price your Next Car 2007 Chrysler Town & .. 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Get a Used Car Report Recently Viewed Cars i My Saved Cars save car http://www.kbb.com/chrysler/town--country/2007-Chrysler-town--country/touring-miniva... 10/25/2012 _T REV-1609 EX+(01-10) I r ~~ pennsylvania UENAp1MFNT OF R~'y}';NUE INH ERITANCE TAX flETURN RESID ENT DECED ENT SCHEDULE F JOINTLY-0WNED PROPERTY ESTATE OF: FILE NUMBER: Gordon I. Graves 21 12 0227 If an asset became Idlntly owned wHhln one veer of the decedenYe date nt rleeth i} m~~st ha nann~irl nn Cnhael~~le !: SURVIVING JOINT TENANTS NAME(S) ADDRESS RELATIONSHIP TO DECEDENT a Carolyn L. Graves I!, 6 Buchannon Drive Surviving spouse ~~ Apt. 11 Carlisle, PA 17015 e. c. JOINTLY-OWNED PROPERTY: LETTER DATE D SCRIPTION OF PROPE RTY. INCLUDE NAME OF FINANCIAL %OF DATE OF DEATH ITEM FOR JOINT MADE INS UTION AND BANKACCTNUM BEROR SIMILARIDENTIFYING DATE OF DEATH DECD'S VALUE OF NUM. TENANT JOINT N MBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OFASSET INTEREST DECED ENTS INTEREST 1 A 2/13/00 Ame iChoice FCU Checking Account No. 440.06 0.000 220.03 000 4-0013 made joint with Carolyn Graves on 2/13 2003 per attached letter dated 5/23/2012 2 A 10/28/0 Ame iChoice FCU Checking Account No. 1,011.81 0.000 505.91 303 5-0013 made joint with Carolyn Graves on 10/2 /2009 per attached letter dated 5/23/2012 3 A 3/21/09 Me bets First FCU Checking Acct. 352319-11 36.75 0.000 18.38 mad joint with Carolyn Graves on 3/21/2009 per ttached letter dated 3/30/2012 4 A 2/13/03 Ame iChoice FCU Regular Savings Account 144.25 0.000 72.13 No. 0004-0001 made joint with Carolyn Grav son 2/13/2003 per attached letter dated 5/23/ 012 5 A 2/13/03 Ame iChoice FCU Sub Share Savings Acct No. 3.09 0.000 1.55 0000 -002 made joint with Carolyn Graves on 2/13/ 003 per attached letter dated 5/23/2012 6 A 10/17/0 Ame iChoice FCU Regular Savings Acct. 13,361.74 50.000 6,680.87 3037 -0001 made joint with Carolyn Graves on 10/1 /2000 per attached letter dated 5/23/2012 7 A 1D/28/0 Ame iChoice FCU Sub Share Savings Acct. 308.78 0.000 154.39 Total from continuation Schedule(s) 420.57 ',I TOTAL (Also enter on Line e, Recapitulation) I 8,073.83 , If more space Is needed, use additional sheets of paper of the same size. r Estate of: Gordon I. Graves Schedule F -Jointly-Owned Property Page 2 21 12 0227 Item Num. Letter Date for Joint Made Tenant Joint Descri lion of Pro ert Date of Death Value of Asset % of Decd's Interest Date of Death Value of Decedent's Interest 7 30 75-0002 made joint with Carolyn Graves on 10 28/2009 per attached letter dated 5/23/2012 8 A 10/28/09 A eriChoice FCU Sub Share Savings Acct. 508.05 50.0000 254.03 30 75-0003 made joint with Carolyn Graves on 10 28/2009 per attached letter dated 5/23/2012 9 A 3/21/09 M tubers First FCU Savings Acct. 352319-00 333.08 50.0000 166.54 m de joint with Carolyn Graves on 3/21 /2009 pe attached letter dated 3/30/2012 TO~'AL. (Carry forward to main schedule) ..... . 420.57 AmeriChoice ~aY z 5 2012 FEDERAL CREDIT UNION Building Relationships For Life May 23, 2012 Saidis, Sullivan & ~ogers ATTN: Robert C S dis 26 West High Street', Carlisle, PA 17013 Re: Estate of Gordoi{< I Graves Mr. Saidis, The decedent had t~o member numbers, 00004 & 30375 titled Gordon I Graves. Carolyn Graves was joint on these a counts as listed below: Account 00004 Regular Sav' gs (suffix 0001) -opened 12/16/1980; JT Carolyn added 2/13/2003 Sub Share (s ffix 0002) -opened 11/04/2000; JT Carolyn added 2/13/2003 Checking (s ffix 0013) -opened 12/16/1980; JT Carolyn added 2/13/2003 Account 30375 Regular Savi gs (suffix 0001) -opened 10/19/1998; JT Carolyn added 10/17/2000 Bene ciary on suffix 0001 Payable on Death to the Gordon Graves Trust Sub Share (s ffix 0002) -opened 10/28/2009; JT Carolyn added 10/28/2009 Sub Share (s ffix 0003) -opened 10/28/2009; JT Carolyn added 10/28/2009 Checking (s x 0013) -opened 10/28/2009; JT Carolyn added 10/28/2009 Loan (suffix 050) -opened 03/09/2010 with co-maker Carolyn Date of death balanc~s are as follows: Account 00004 Balance Accrued Dividends 0001 - $ 144.'24 $ 0.01 0002 - $ 3.09 0013 - $ 440.b6 Account 30375 Balance ~~ 0001 - $ 13,3 1.18 0002 - $ 307. 8 0003 - $ 507. 5 0013 - $ 101 .81 $ 0.00 $ 0.00 Accrued Dividends $ 0.56 $ 0.08 $ 0.10 $ 0.00 The above balances ~o not include the accrued dividends. Mr. Graves did not have a safe deposit box with AmeriChoi~e. Main Office: 2175 Bumble NCl1A Hollow Road • Mechanicsbure, PA 17055 • Phone: (717) 697-3474 • Fax: (717) 697-3713 Website: www.americhoice.org Ea•v Q opponumy ~ . L E N D E ~ CREDIT UNIONS' Please feel free to cdntact me directly with any questions you may have. Sincerely, ovw~.~s- ~' Bonnie R. Seagrave Operations Speciali Phone (717)591-12 Fax (717)697-3713 Email bseasraves(c~ ~~~°""`~ Sr MEMBERS 1'~ PBDBRALCRSDTT UN10N SAVINGS ACCOUNT: ~, Account Number/Suffix ~ Date Account Establish d Principal Balance at Da a of Death Accrued Interest to Dat of Death Total Principal and Acc ed Interest Name of Joint Owner Date Joint Ownership Established Account Number/Suffix' Date Account Establish d Principal Balance at Da of Death Accrued Interest to Dat of Death Total Principal and Accr ed Interest Name of Joint Owner Date Joint Ownership Established 352319-00 03!21 /2009 $333.07 $.01 $333.08 Carolyn L. Graves 03/21 /2009 352319-11 03/21 /2009 $36.75 $.00 $36.75 Carolyn L. Graves 03/21 /2009 ppR 0 3.2012 BERS 1ST FEDERAL C EDIT UNION ~~ ~~ Danielle A. Kline Lending Insurance Support Specialist March 30, 2012 Estate of: GORDON I. RAVES Date of Death: 02106/22 Social Security Numb r: 168-28-3923 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org REV -1510 EX+108-OB) ~ `~' pennsylvan9a SCHEDULE G ~FWAR'MEN~o~q~~;~~k INTER-VIVOS TRANSFERS AND INHERITANCETAXR TURN MISC. NON-PROBATE PROPERTY RESIDENTDECEDE T ESTATE OF FILE NUMBER Gordon I. Graves 21 12 0227 This schedule moat b•ee plated and filed if the answer to anV Of auestionslthrouph4an Dees three of the REV-ta00 is vos. ITEM NUM DESCRI ION OF PROPERTY INCLIIDENAMEOFTRANSF REE,RELATIONSHIPTODECEDENT& DATE OF TRANSFER.ATTA HCOPVOFDEEDFORREALESTATE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION (IFAPPLICARLE) TAXABLE VALUE 'i i ii i I I~ TOTAL (Also erner on Une 7, Recapitulation) If more space is needed, use addltlonal sheets of paper of the same size. 0.00 REV-1571 EX+(10-OD) pennsylvania SCHEDULE H oe~AnrMt Nr oc atve:NUr FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENTDECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gordon I. Graves 21 12 0227 Decedent's dsbffi must he roported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Ewing Brotherl$ Funeral Home 5,445.00 2 Ewing Brother$ Funeral Home 133.07 B. ADMINISTRATIV COSTS: 1. Personal Repres~rnative Commissions: 15,000.00 Name(s) of F~ersonal Representative(s~ennlfer L. Bandura Street Addre~s 4 Meadowood Place 2. 3. ~;ty Boiling Springs state PA Z;p 17007 Year(s) Comrhission Paid: 2012 and 2013 Attorney Fees ~' Family Exemption: (If deceden's address is not the same as claimarn's, attach explanation.) Claimant Street Address City I State _ Zip Relationship ~f Claimant to Decedent 4. Probate Fees: I, 5. ACCOUrnarrt Fees:j B. Tax Return Prep r Fees: See schedule~ttached 17,000.00 21, 332.37 TOTAL (Also erner on Line s, Recapitulation) I 58,910.44 If more space is needed, use additional sheets of paper of the same size. Estate of: Gordon I. Graves Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number 7 of Wills 8 Reimbursement to Jennifer Bandura for payment to Constable 9 Jim Flaig -preparation of Deed for timeshare 10 Kathy Whitehead -preparation of Deed for timeshare 11 Reimburseme}~t to Jennifer Bandura for payment to Wagner Tax Service for preparation of (taxes to Jennifer Bandura for payment of probate fees to Register 12 Reimbursement to Jennifer Bandura for payment to Office Max and Staples for bins and fil s for filing purposes 13 Postmaster - ~'ertified mail regarding stocks 14 Clerk of Court - Oceantime Timeshare Deed 15 Clerk of Court - Seatime Timeshare Deed 16 Reimbursement to Jennifer Bandura for payment to The Detail Shop - detailing van ~, 17 Reimburseme I t to Jennifer Bandura for payment to Sollenbergers Messenger Se~vice for transferring title to van 18 Reimbursement to Jennifer Bandura for payment to Royers Gulf for inspection of v n 19 Todd Stoey -house repairs 20 Paradise Properties -Deed change for timeshares 21 Reimbursement to Jennifer Bandura for payment to Sentinel for ad to sell van 22 Reimbursement to Jennifer Bandura for payment to Sentinel for ad for estate sale 23 Reimbursement to Jennifer Bandura for payment to Greg Hench for mowing 24 CPI -check ce~ttral air conditioning and gas water heater 25 Greg Hench - r~towed yard twice TOTAL. (Carryforward to main schedule) ..... . Page 2 21 12 0227 Amount 323.50 125.00 75.00 175.00 100.00 53.29 11.50 60.00 60.00 115.00 103.50 68.90 500.00 75.00 23.99 55.00 40.00 99.95 80.00 2,144.63 Page 3 Estate of: Gordon I. Graves 21 12 0227 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number 26 M&S Supplies -stone for patio 27 Lowes - lights,) bath fixtures, shower heads, etc. 28 Home Depot -Rights, filters, smoke detectors, radon detectors, etc. 29 Estate sale suns for yard sale and 4 new locks for doors 30 Home Depot -]trim for house 31 CPI -Deposit I`or new central airconditioning system 32 M&S Landsca~e Supplies -stone for patio 33 Metro Bank - checks 34 M&S Landscape Supplies -stone for patio 35 Messicks Traq'tor Repair -Repair tractor 36 M&S Landscape Supplies -mulch 37 Joe Knouse -Landscaping 38 Sollenberger's-Trai)er title change 39 Cole Electric - upgrade electric and check electric system 40 Tony Kuhn Panting 41 Dennis Kuhn Fainting 42 CPI - remaining balance due for central air conditioning system 43 Home Depot - ]bathroom vanity, mirror, faucet and lightbulbs 44 Lowes - mirror, bath fixtures, etc. 45 Eric Hench - carpet 46 Home Depot - toilet, tension rod, shelves, etc. 47 Lowes - bathrdom fixtures and mirror 48 Reimbursemerht to Jennifer Bandura for payment to Kim Bailey for cleaning TOTAL. (Carry] forward to main schedule) ..... . Amount 57.24 1, 301.62 570.61 199.94 200.08 1, 066.67 57.24 30.40 114.48 411.21 33.92 250.00 79.56 650.18 1, 555.00 1, 555.00 2,133.33 894.46 131.18 5,379.00 147.93 107.92 180.00 17,106.97 Estate of: Gordon I. Graves Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number 48 the house and floors) Page 4 21 12 0227 Amount 49 Cash payment to Todd Stoey -trim, install bathroom vanities 290.00 50 Mike Hefner - install lights 357.00 51 Dennis Kuhn -i painting 132.00 52 Tony Kuhn - painting 132.00 53 Matt Miller - in~tall vanities, fix plumbing leaks, install sinks 344.77 54 Steve Mackey-install linoleum flooring 825.00 TOTAL. (Cara} forward to main schedule) ...... 2,080.77 REV-7512 EX+(72-08) °~ pennsytvania UI:1'ANIME N'f Oi pk VtiNUE INH ERITANCE TAX RETURN RESIDENTDECEDEMT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Gordon I. Graves 21 12 0227 Report debts Incurred by d ent prior m death that remained unpaid at the date of death, Including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 AmeriChoice oan No. 30375-0050 -loan on van (See attached letter from 10,440.44 AmeriChoice ederal Credit Union dated October 31, 2012) 2 HSBC Credit ~ ard- (See attached payment slip) 224.32 3 Safe Deposit D ental Fee 18.00 4 Reimbursemel ~t to Jennifer Bandura for payment to PennDOT 36.00 5 l Reimburseme l t to Jennifer Bandura for payment to UGI Utilities 31.62 6 Harrisburg Ph~ rmacy 10.00 7 IBM Employe Services Center 107.90 8 Hershey Kidn ' y Specialist -medical bill 10.00 9 Robert Cairns, Tax Collector - payment of real estate taxes 474.31 10 Seatime Interv ~l Owners Association 222.00 11 Interstate Wan I e -garbage bill 40.47 12 UGI Utilities ~ 3.58 13 Reimburseme t to Jennifer Bandura for payment to Erie Insurance for 540.00 Homeowners I n surance 14 Met-Ed i 95,9g 15 UGI Utilities ! 13.21 16 Foremost Insu }ance -homeowners insurance 246.11 17 SMTMA - wat~ r and sewer bill 112 32 I . 18 Robert Cairns, Tax Collector - 2012 real estate taxes 1,792.86 19 Final payment or Met-Ed 3.31 20 Final payment ~o UGI 13.21 21 Foremost Insur ance Company -homeowners insurance 213.25 TOTAL (Also erner on Line 70, Recapitulation) 14,648.90 If more space is needed, insert additional sheets of the same size. AmeriChoice F E D E R A L C R E D I T U N I O N Building Relationships For Life October 31, 2012 Saidis, Sullivan & I 26 West High Stre Carlisle, PA 17013 RE: Estate of Gordah Graves Dolly, 1 apologize for the ver site regarding Mr. Graves' loan with us. As of February 6, 2012, the balance on the loan was $10;440.44. The loan was opened on March 9, 2010 with joint Carolyn Graves. The balanc was paid in full onJune 12, 2012. if you need anythin~ else, please don't hesitate to contact me. Sincerely, Bonnie R. Seagrave Operations Speciali t AmeriChoice Feder I Credit Union 2175 Bumble Bee H Ilow Road Mechanicsburg, PA 17055 Phone (717) 591-12 2 Fax (717j 697-3713 Email bsea raves merichoice.or Main Office: 2175 t3umhle A NCUA Hollow Rnad • Mechanicsburg, PA 17055 • Phone: (7171 697-3474 • Fax: 1717) 697-'i71 i ~ Website: www.amcrichoico.org ~~c Ego•I ~`q~lr __ r lE N E R (:IIEnIT UNIONS' ~_ HSBC 1~ 115 ~.C-~,i~J~~ Y~t~ ~'~1/'~ Cll~~~ 30RDONIGRAVES 306 GLENN AVE BOILING SPRINGS PA 1 OD7-9776 glllpllillhid4lr,plrllll"dill hdl'IPIfIPrIldlarllri Account Number: 5523-1808-1042-059; New Balance 5224.3: Minimum Payment Due 525.0[ Payment Due Date 031081201: include account number on check to HSBC Card Services. Do not send cash. Please send your payment 7 to 10 days prbr to the payment due date to ensure timely delivery. t ~ AMOUNT ENCLOSED ~ ~~~~ - ~ -~. HSBC CARD SERVICES PO BOX 37281 BALTIMORE MD 21297-3281 IIIIIIIIIIIIIIIIIIIIIIIIIIIrllrll'lllllllll IIIIIIIIIrIII1lillllrl 00022432D00025000D0552318081042D593D01007 REV-7573 E%+(01-10) ~,~~ ~~`pennsylvania SCHEDULE J UE VARIMF. N'{ pK NEV7':Nll~ INRERITANCETAX RETURN BENEFICIARIES RESID ENTDECEDEt~T ESTATE OF: FILE NUMBER: Gordon I. Graves ' 21 12 0227 NUMBE NAME AND AD RESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT DO Not Llat Tru s AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTI NS [Include outright spousal distributions, and transfers under Sec. 9116(ax1.2).] Jennifer L. Bandur daughter 148,155.93 4 Meadowood Plac Boiling Springs, PA 17007 Victoria L. Graves- alley daughter 148,155.93 525 Wayne Avenu Mechanicsburg, P 17055 Carolyn L. Graves ' Surviving spouse 148,155.92 6 Buchannon Drivel Apt. 11 C li l PA 170151 ar s e, 1 I i ENTER DOLLAR AMOUNT FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 75 TH ROUG H 180E REV-7500 COVER SHEET, AS APPROPRIATE. I I NON-TAXABLE DISTRI UTIONS: A. SPOUSAL DISTRIB TIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: i B. CHARITABLE AND I OVERNMENTAL DISTRIBUTIONS: I i 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. REV-1514 EX+14-09) Pennsylvania ' UEP~pi Ml'Nl'Of NE4£NVE INH ERITANCE TAX RHTURN RESIDENTDECEDEWT SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN ESTATE OF FILE NUMBER This schedule should be used f 'r all single-life, joint or successive life estate and tenn-certain calculations. For dffies of death prior to 5-1-B9, actu 'al factors for single-life calculffiiorts can be obtained from the Department of Revenue. Actuarial factors can be f and in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-~-89 to 4-30-99, and in Aleph Volume for dffies of death from 5-1-99 and thereafter. Indicate below t tvge of instrument thffi creffied the future interest below and attach a copy of it to the tax return. ^ II ^ Intervivoe Deed of Trust . ~ ^ Other NAMES OF LI E TENANT DATE OF BIRTH NEAREST AGE AT DATE OF DEATH TERM OF YEARS LIFE ESTATE IS PAYABLE ^ Life or ^ Term of Years ^ Life or ^ Term of Years ^ Life or ^ Tenn of Years ^ life or ^ Term of Years ^ Life or ^ Term of Years 1. Value of fund from which life~stffieispayable ••.•.••.•••••••••••••••••••••••••••••• 2. Actuarial factor per appropriate table ............................................ . Interest table rate - ^ 3.5%'% 3. Value of life estate (Line 1 rr~ ^ 6% ^ 10% ^ Variable Rate °/, ultipllsd by Llne 2) .................................. . NAMES OF LIF ANNUITANT DATE OF BIRTH • NEAREST AGE AT DATE OF DEATH TERM OF YEARS ANNUITY IS PAYABLE ~ ^ Life or ^ Term of Years _ I! ^ Life or ^ Tenn of Years ', ^ Life or ^ Terrn of Years ^ Life or ^ Term of Years 1. Value of fund from which ann{ 2. Check appropriate block belc lity is payable ...................................... . w and enter corresponding number • . • . • . • • • • . • . • • .. • • .... . Frequency of payout - ^ Vyeekly (52) ^ Bi-weekly (26) ^ Monthly (12) ^ Quarterly (4) ^ Semi-annually (2) ^ Annually (1) ^ Other ( ) 3. Amourn of payout per period .................................................. . 4. Aggregate annual payment, Lie 2 multiplied by Line 3 ............................... . 5. Annuity Factor (see irutructior~s) Irnerest table rate - ^ 3.5%' ^ 8% ^ 10% ^ Variable Rate °/, 6. Adjus[mern Factor (See ir>stru'ptions) • • • • • • • • • • • • • • ............................... . 7. Value of annuity - If using 3.~5, 6, or 10%, or if variable rffie and period payout is ffi end of period, c culffiion is: Line 4 X Line 5 X Line 6 .. • . • • • . • .. • ........ . If using variable rate and period payout is ffi beginning of period, calculation is: (Line 4 X Une 5 X Line B) I,+ Line 3 NOTE: The values of the funds t~ creffie the above future interests must be reported as part of the estate assets on Schedules A through G of the tax return. The resulting ife or annuity interest should be reported ffi the appropriffie tax rffie on Lines 13 and 15 through 18 of the return. If more space is needed, use additional sheets of the same size. REV-~d47 Ex+(02-10) ;, ` pennsy[vania DEFAN7 MENT fIf RFVFNUB INH ERITANCE TAX RETURN SCHEDULE M FUTURE INTEREST COM (Check Box 4a on Rev-1500) ESTATE OF FILE NUMBER Gordon I. Graves 21 12 0227 This Schedule is approprl only for estates of decedents dying after December 12, 1982. This schedule is to be used fo all future irnerestes where the rate of tax which will be applicable when the future ineerest vests in possession and enjoymern cannot be est blished with certainty. Indicate be ow the type of instrument which created the future interest and attach a copy to the tax return. ^ Will ^ Trust ^ Other I. Benefldaries NAME F BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decedens dying on or after July 1, 1994, if a surviving spouse exercised or irnends to exercise a right of withdrawal within nine mornhs of the decedent s deazh, check the appropriate box below and attach a copy of the documern in which the surviving spouse exercises such withdra al right. ^ Unlimited ri ht of withdrawal ^ Limited ri ht of withdrawal III. Explanation of Compr Ise Otter: IV. Summary of Comprom se Otter: 1. Amourn of future irn rest . $ 2. Value of Line 1 exe pt from tax as amount passing to charities, etc. (Also include asp of total shown on Line 13 of REV-1500.) . $ 3. Value of Line 1 p 'ng to spouse az appropriate tax rate Check One ~ I B°/q ~ 3%, ~ 0% . . $ (Also include as p of total shown on Line 15 of REV-1500.) 4. Value of Line 1 taxa le az lineal rate Check one ~ 6°/q ~ 4.5% . . $ (Also include as par of total shown on Line 16 of REV-1500.) 5. Value of Line 1 taxaI T,~le az sibling rate (12%) (Also irrolude as par( of total shown on Line 17 of REV-1500.) . $ 6. Value of Line 1 tax le az collazeral rate (15%) ~ (Also include asp of total shown on lJne 18 of REV-1500.) . $ 7. Total value of future) interest (sum of Lines 2 thru 6 must equal Line 1) . $ If more space is needed, use additional sheets of paper of the same size. REV-1849 EX+~Ie-98) COM MON W EALTH O F PEN NSYLVAN IA INH ERITANCETAX RETURN RESIDENTDECEDENT ESTATE OF SCHEDULE O ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) FILE NUMBER Do not complete thla schedule ynlass estate Is making the electlon to tax assets under Section 9113(A) of the Inheritance 6 Estate Tax Act If the electi n applies to more than one trust or similar arcangemern, a sepazate form must be filed for each trust. This election applies to the ' Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement is the requirements of Section 9113(A), and: a. The trust or similar mern is listed on Schedule O, and b. The value of the trust or 'milar arrangement is entered in whole or in part as an asset on Schedule O, then the transferors personal rep sernative may specifically identify the trust (all or a fractional portion or peroernage) to be included in the election to have such trust or similar props y treated as a taxable transfer in this estate. If less than the ernire value of the trust or similar property is included as a taxable transfer on hedule O, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar azrangemern. The umerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similaz arrangement. Part A: Enter the description and slue of all Interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a action 9113(A) trust or similar artangemern. Part A Total Part B: Erner the description and value of all interests included in Part A for which the Section 9113(A) election to tax is being made. Part B Total (If more space is needed, insert additional sheets of the same size) r c e mrc ~ lJ LLl V tilt/ LAW 26 Weat High Street Carlisle, PA N LAST WILL AND TESTAMENT ~~ ,'3 OF ~n. C7 W Z3 •_o v5 CORDON I. GRAVES n. 3 '~ ~~~ ~;. _ ._, . w :~ I,~,GORDON I. GRAVES, of South Middleton Township, N.. Cumberland County, Pennsylvania,, being of sound: and disposing mind, memory and understanding, da hereby make; publish and declare ','this .as and,-for my Last Will and Testament, hereby ' revoking all other Wills and Codicils heretofore made by me .. •. FIRST I direct.the payment of. my. just debts and the expenses of my .last',illness and funeral from my estate as soon aftex my death a$ conveniently may be done. I direct that my body shall be intetred at the .F. 0. Graves Mausoleum in the Park pawn Cemetery; Bennington, VT. .'I authorize my:personal•. representatives to expend funds from my estate, in such. amount as my p~rsonal representatives shall consider` necessary and desirab~e for the purchase,' erection and inscription of a suitably.marker for my grave. sECOND I bequeath the following specific items to the persons here'ina~ter set forth: A.I To my daughter, Victoria L. Graves-.Bailey, my mother's antique secretary; • ~ ~• .. . ~~. B. To~my daughter, Jennifer L. Handura, my grandmother`s. antique secretary; and C~.j To my wife, Carolyn L. Graves, and to each of my . daughters, Victoria L. Graves-.Bailey and Jennifer L.:. Bandura, the sum of ten thousand ($10;000.00) dollars. I direct my personal representatives to pay the foregoing specific bequests as soon after my death as conveniently may. be done.. THIRD "I dive,, devise and bequeath all the rest, residue and remainder of my estate in three (3) equal shares as follows: A. One share to my daughter, Victor.ia.L. Graves-.Bailey, per stirpest B. ', One share to my daughter, Jennifer L. Bandura, per stirpes; and C. ', One share to my Trustee hereinafter named, IN TRUST, under the following terms and conditions: . {1) My Trustee ~•shall •hold; •manage, invest and reinvest the principal so received and the SAIDIS accumulation of income thereon; and 3ULLIVAN ' . LAW II(2) In each taxable year of the Trust, the Trustee shall 26 Wese High Screec ' c~di~i~.rn ', pay to my wife, Carolyn L. Graves, a unitrust amount j~~-y'"~~ equal to twenty (20~) percent of the fair market value of the assets of the Trust valued as of the i first day of each taxable year of the Trust. The 2 ~ ' SAIDIS 3ULLIVAN LAW 2G Wes[ High S[ree[ Carlisle, PA unitrust:amount shall be paid in equal quarterly • amounts, by distributing to my wife all income of -the .Trust, plus so much of the principal as may be needed to make up the unitrust amount. In determining the unitrust amount, the Trustee shall • prorate the same on a daily basis for the year•of my .: death and €or he•year ending with the beneficiary's death or other termination of this Z'rust. I(3) .Payments authorized by this Trust may be made 'by my Trustee .directly to the beneficiary or directly to any person or institution entitled to such payment by .reason of serv~:ces rendered or to be rendered to the beneficiary. (4) All .payments of principal and income hereby given shall be free from anticipation, assignment, pledge.. or obligation of the beneficiary, and shall not be ... subject to any execution or attachment by her creditors. (5) Upon the beneficiary's remarriage or cohabitation with an .unrelated male for a period of three (3) consecutive months, this Trust shall terminate. '(6) Upon the death of the beneficiary, or other termination of this Trust, the balance of principal and undistributed income shall be paid to my 3 __ __ , daughters., Victoria L. Graves.-Bailey and Jennifer L. Bandura, in equal shares, per stirpes. FOIIRTH SAIDIS tiTTT T YT T, lT ~.~~,. 2G West High Stmet Carlisle, PA I ~3irect th~t~ any and'a11, innericance, esLaze, ana ~raiiblei taxes unposed upon my estate passing under this Will or obherwiae shall be paid out of the principal of my residuary.. estate . j .. FIFTH Inthe event that m3' wife, Carolyn L. Graves, fails to• survivelll, me by thirty (30') days, then I' give; devise and-bequeath all the'Irest residue and remainder of my.estate unto my daughters, Victoria .L. Graves-.Bai ey and Jennifer.L...Bandura, in equal s~ares, per etirpes. sIxTH L 'appoint my daughter, .Jennifer L. Bandura., as Trustee of any Tru~t created hereunder.. SEVENTIi Ini,addition to•the powers conferred by law, I authorize any persona,'1 representative, trustee or guardian acting under this.. instrument, in their absolute discretion:. A. To retain in the form received, or to sell either at public or private sale any real or personal property; B. To exercise any options to subscribe for stocks, bdnda, or other investments; I 4 ' ~ • . . C. To join in any plan of lease, mortgage, consolidation; exchange, reorganization or foreclosure of. and corporation in which my estate or any trust may hold. st~cks,,bonds.or'other securities; D. To sell, transfer, convey, mortgage, pledge, lease• orlexchange any property, real.or personal:, which at..any time may form part of my estate, for the payment of debts orltaxes, or for any purpose of administration or . distribution, for.~such prices and upon such terms..as my personal representative, in their sole discretion, may, deem wi~e,• and to execu.t•e and deliver deeds of conveyance or t•r~nsfer thereof ; ' E. To make settlements and compromises on such terms as mylpersonal representative in their sole discretion may ~de.~m...wise.without-..the necessity of obtaining any .court. ap~roval thereof; F. To make distribution hereunder either in cash or ~, ki>fi.d, as my personal repreaentatiive in their discretion may deem wise. SAIDIB EIGHTH 3ULLIVAN LAW I ~lo hereby nominate, constitute and appoint my daughter, 26 Wen High Screw c~di5ie,rn Jennifer L. Bandura, to act as Executrix of this my Last Will (~ Q,, / ~ and Tesitament. Provided, however, that if Jennifer L. Bandura i is unwilling or unable to act as Executrix, I direct the duties of Executrix to be performed by my wife, Carolyn L. Graves. 5 SAIDIS 2G Weu High Street Carlble. PA ..NINTH h direct that no personal representative, guardian, .trustee or other' fiduciary appointed under this. instrument. shall; ~be requirey'3 to •give bond for the .faithful performance •of their. dute.a ~.n. any. jurisdiction.. . INIWITNESS. WHEREOF, I, C3ordon I. Grav®s ,, have hereunto set my handand-seal. to this my .Last Will and Testament, consisting, of six {typewritten pages, the. first five of which bear my initialj~.in.the margin for identification, this.28th day of . Sep.temb~r.; 2010. Gordon I. Graves Signed, sealed, published and declared by the above-named Gordon ',I. Graves, Testator, as and •for his Last Will and .. _. Testament in the presence of us, who have hereunto subscribed our nac-~es at his request as witnesses thereto, in the presence of ic~ Testator nd of each other. ADDRESS 26 West High Street Carlisle, PA 17013 ADDRESS 26 West High Street Carlisle, PA 17013 6 `i .. A .. COI~fi20NWEALTH OF PENN~YLVANTA COUNTY. •. .OF •. CUMBERLAND s. Weqq Gordon I. Graves, Tanya L. Ware and Phyllis McCoy, bhe. Testato~t and witnesses, respectively whose names are signed to the for~goirig or attached instrument, being first duly sworn; do hereby eclare to the undersigned authority that the Testator signed ~nd executed the instrument as his. Last Will and i Testame>}lt and that he signed willingly and that executed as his i free an voluntary act for• the purposes therein expresse.d,.~and that ea~h of the witnesses, in the presence and hearing of the.. Testata~ signed the Will as witnesses and that to .the. best Qf their owledge the Testator was at the time eighteen (18) or more ye rs of age, of sound mind and under no constraint or undue i~lf luence . Go on I.. Graves Taay Ware, Witness Phy i® .MeCo , ~ ti.tness Sscribed, sworn to and acknowledged before me by Gordon. I. Gra s; the Testator, and subscribed to and sworn or affirmed to befo e.me by Tanya. L. Ware and ..Phyllis McCoy, witnesses, this 28th da of September, 2010. .. n SAIDIS 2G West High Street Carlisle, PA ~ Notary Publl-e' ~- NOTARIAL SEAL RHTIEE L. MURRAY, Notary public Carlisle 13oro, Cumberland County, pq My Commission 8xpime Dec. 13, 20 t 3 7