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HomeMy WebLinkAbout12-03-12 ` 1505610105 REV-1500 EX (02-11) (FI) ~~l i17 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes County Code Year File Number PO BOX 28o6oi a INHERITANCE TAX RETURN / 36 p Harrisburg, PA 17128-o6o1 RESIDENT DECEDENT C- ' ~t ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 208-42-0177 03/04/2012 04/24/1953 Decedent's Last Name Suffix Decedent's First Name MI TROUTMAN THOMAS J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI TAMA-TROUTMAN CATHERINE M Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 190-48-5265 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (3@D 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) Q 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) (ip 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) C:D 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) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CATHERINE M.TAMA-TROUTMAN (717) 991-4888 M ISTER OF WICEb US NM 3'^ cC>~ CO Cn :4 First Line of Address M C-> t ~y.r- grirn 41 BEARD RD M w ;~r.J Second Line of Address Z. ;K -71 tl `~t a c.:;: • DATE Fi-Eb f' 1 City or Post Office State ZIP Code , MECHANICSBURG PA 17050 Correspondent's e-mail address: cttmom2004@comcast.net Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG TURE OF PERSON R~E^SPON B E FOR FI N RET RN DATE ADDRESS 41 BEARD ROAD MECHANICSBURG PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J 1505610205 REV-1500 EX (Fl) Decedent's Social Security Number Decedent's Name: THOMAS J. TROUTMAN 208-42-0177 RECAPITULATION 1. Real Estate (Schedule A) 1. 9,900.00 2. Stocks and Bonds (Schedule B) 2. 102,909.35 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. 20,842.45 4. Mortgages and Notes Receivable (Schedule D) 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 359,741.68 6. Jointly Owned Property (Schedule F) O Separate Billing Requested 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets total Lines 1 through 7 8. 493,393.48 9. Funeral Expenses and Administrative Costs (Schedule H) 9. 11,947.57 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) 10. 11. Total Deductions (total Lines 9 and 10) 11. 11,947.57 12. Net Value of Estate (Line 8 minus Line 11) 12. 481,445.91 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 481,445.91 TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.0 0 481,445.91 15. 0.00 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE .........................................................19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENTS NAME THOMAS J. TROUTMAN _ STREET ADDRESS 41 BEARD RD CITY STATE ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A+ B) (2) 3. Interest (3) 4. If Line 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 refund. (4) 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. 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 ❑ E b. retain the right to designate who shall use the property transferred or its income ❑ 0 c. retain a reversionary interest ❑ 0 d. receive the promise for life of either payments, benefits or care? ❑ 0 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ❑ 0 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ❑ E 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, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (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 [72 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 if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: TROUTMAN, THOMAS J 2012 00308 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 TEXTER MOUNTAIN ROAD WOODLAND TAX MAP 435601 LOT 4405 9.85 ACRES 9,900.00 Vacant Land located in South Heidelberg Township Berks County PA See Berks County Assessment attached TOTAL (Also enter on Line 1, Recapitulation.) $ 9,900.00 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX+ (8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER TROUTMAN, THOMAS J 2012 00308 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH M&T Securities various see confirmation pages 1 through 7 (of 7) 102,909.35 TOTAL (Also enter on Line 2, Recapitulation) $ 102,909.35 If more space is needed, insert additional sheets of the same size REV-1504EX+(1-97) SCHEDULE C 4 CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR INHERITANCE TAX RETURN RESIDENT DECEDENT SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER /RD Ulo 111-4 its J" adi,.1- 00308 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporationrpartnership interest of the decedent. other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER VALUE AT DATE NUMBER DESCRIPTION OF DEATH Sole Proprietorship: Thomas J. Troutman D/B/A TROUTMAN'S HOME INSPECTION. Business ceased at death. No value at death other than balance in SOLE PROPRIETORSHIP INTEREST CHECKING ACCOUNT WITH METRO BAN See Metro March Statement attached. Also attached is a listing of income an expenses for 2012 through day of death March 4, 2012 for Troutman's Home Inspection. TOTAL (Also enter on line 3, Recapitulation) -B x , 5 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (o8-12) i pennsyLvania SCHEDULE E CQ DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: TROUTMAN THOMAS J 2012 00308 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. METRO BANK #0537561318 see statement attached 164,361.55 2 M&T BANK #9839270387 see statement attached 44,767.60 3 M&T BANK #9846624972 see statement attached 150,612.53 TOTAL (Also enter on Line 5, Recapitulation) $ 359,741.68 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) i pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER TROUTMAN, THOMAS J. 2012 00308 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PROFESSIONAL SERVICES OF MALPEZZI FUNERAL HOME 7,981.07 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: iLZ 43.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500.00 Claimant CATHERINE M. TAMA-TROUTMAN Street Address, 41 BEARD ROAD City MECHANICSBURG State PA zip 17050 Relationship of Claimant to Decedent SPOUSE 4. Probate Fees: 423.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) $ 11,947.57 If more space is needed, use additional sheets of paper of the same size REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: TROUTMAN, THOMAS J 2012 00308 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. CATHERINE M. TAMA-TROUTMAN, MECHANICSBURG, PA 17050 SPOUSE 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. 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. LOCAL REGISTRARS e m. 1 o'-ICATIO F >v A H WARNING: It is illegal to dup r tc llh y • i;~r~ 41tsie~st.~t E,t~~ Fey for this certificate. $(i.O0 sic P 18194844 17 `JA Certification Nuntbe( -,/Print In COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS b.., Ink CERTIFICATE OF DEATH State File N-lbs,: 1. Decedent's Legal Name (First, Middle, Last, Suffix) 2. Sea 3. SgKial Secunty Number 4. Data of Death (MO/Day/YI) (Spell MI) Thmas J. Troutman Male 208 - 42 - 0177 March 9 2012 Sa. Age-last Birthday (Ys) Sb. Under S Year Sc. Under 1 Da 6. Data of Birth (MO/Day/Year) (Spell Month) ]a. Birthplace (City qnp 5fate or Foreign Country) Months Oays Hours Minutes We27lPS$V111E PA 58 April 24, 1953 ]b. Birthplace(C-nry) BerKs 8a. Residence (State or Foreign Countryj 86. Residence (Street and Number - Include Ap[ No.l 8c. Did Decedent live In a Townshi 7 Penns lvenia 41 Beard Road ~vea, decede, Wed in Siver Spring P. 8d. Residence (County) CUmberland Be. Residence (Zip Code) 17050 ❑No,decedentlivedwithinlimitsof Klty/bolo. 9. Ever In US Armed Forcn7 10. Marital Status at Time of Death [RMarried ❑ Widowed 11. Surviving Spouse's Name (If wife, give name prior to first marriage) ❑Yes ag No ❑Unknown ❑Divorced ❑NeverM.,6ad ❑Unknown Catherine Tama 12. Father's Name (First, Middle, Last, S,M,) 13. Mother', Name Prior to First Marriage (First, Middle, Last) Warren Troutttlan Dorothy Gerchack 14a. Informant's Name 146. Relationship to Decedent 14c. Informant's Mailing Address (Street and Number, City, State, Zip Code) Catherine T. Troutman Wife 41 Beard Road Mechanicsburg, PA 17050 .Sa. P ate p Dea: ep p, y p,e If Death OCCUrretl Ina Hospital: Inpatient [It Death Occurred Somewhere Other Thana Hasphal: F1Hpsplce facility f"~Oecedent's Home ❑ Emergenq Room/Outpatient ❑ Dead on Arrival ❑ Nursing Home/Long-Term Care Facility Other (Specify) ag 15b. Facility Name (If not Instttutlon, give street and number; 15c. City or Town, State, and Zip Code 15d. County of Death Holy Spirit Hos ital Cam Hill PA 17011 Cumberland 16a. Method of Disposition Burial Q Cremation 16b. Data of Disposition 16c. Place of Disposition (Name of cemetery, crematory, or other place) E [3 R<mp frpm State ❑ Donation March On ner 8 2012 Hollin er Cremator Otlsplfy) 9 Y Z l6d.Lttatlonot Dispoa,c l[bn (Dry or Town, Sn[e, antl Zip) 1]a. $18natur Funeral a Licensee or Person In Charge of lntermem 1]b. UCeMe Number E Mt. Holly Springs, PA 17065 I FO - 014889 4 E 17c. Name and Complete Address of Funeral Faclliry 3 Malpezzi Funeral Home 8 Market laza Wa hanicst, PA 17055 A 18. Decedent's Education - Check the box that best desW bes the 19. Decedent of Hispanic Origin - Check the 20. Decedent's Race - Check ONE OR MORE races to Indicate what ~2 highest degree or level of school completed at the time of death. box that best describes whether the decedent the decedent considered himself or herself to be. ❑ 8th grade or lea Is Spanish/Hlspnic/let- Check the•No' [XWhite ❑ Korean ❑ No diploma, 9th -12th find, box if decedent Is not Spanish/HIsp3Dic/Lemo. ❑ Black or African American ❑ Vletnamese ❑ Hlgh school graduate or GED completed C1 No, not Spanish/Hlspanic/LeIno ❑Amed- Indian or Alaska Neale ❑Other Aflen ❑ Some college credit, btst n , degree ❑ Yes, Mexican, Mexican American, Chicano ❑ Asian Indian ❑ Native Hawallan ❑ Associate degree le.s. AA, AS) ❑ Yes, Puerto Rican ❑ Chinese ❑ Guamanian or Chamorro Bachebis degree Is., BA, A8, BS) ❑ Yes, Cuban ❑ Filipino ❑ Samoan Missal degree (e.g. MA, MS, MEng, MEd, MSW, MBA) ❑ Yes, other Spanish/HISPanic/UIIno ❑ Japanese ❑ Other Pacific Islander ❑ Doc .,a(e.g. PhD, EdD) or Professwnat degree (Specfyv) ❑ Other(Speclfy) e.. MD DOS DVM LLB ID 21. Decedent's Single Race Self-D,slgnatlon -Check ONLY ONE to indicate what the decedent considered himself or herself to be. 22a. Decedent's Usual Occupation - Indicate type of work White ❑Japanese ❑Samoan done during most of working life. DO NOT USE RETIRED. ❑ Black or African American ❑Korean ❑ Other Pacific Islander Inspector ❑ American Indian or Alaska Neale ❑Vietnamese ❑Don't Know/Not Sure ❑ Asian Indian ❑ Other Asian ❑ Refused 22b. Kind of Businesa/Induery ❑ Chinese ❑ NeW.Hawallan ❑ Other(SpeclM HtxL1e Inspection ❑ Filipino ❑ Guamanian or Chamorro ITEMS 23a-23d MUST BE COMPLETED 23a. Date Ponounced Dead (MO Day r) 23b. Signature of Person Pronouncing Death (Only when applicabl,l 23c. License Number BY PERSON "0 PRONOUNCES OR 2 Z 14R CERTIFIES DEATH M 23d. Date Signed (Mo/Day/Yr) N. Time of Death -eZ7 25. Was Medical Examiner or Corprier Cpnncted7 Yes ❑ No CAUSE OF DEATH Approximate 26. Part 1. Enter the chain of events-diseases, injuries, or complication--that directly caused the death. 00 NOT enter terminal events such as cardiac arrest Interval: respiratory arrest,orventricular fibnlla'1U\, witho/Pust~shsowingthe eti9yl~ogy.j/aD,ONO/T ABB/R/EVIATE. Enter only one cause ono line. Add additional lines if necessary Onset to Death IMMEDIATE CAUSE a.IQ 4fC ~1~ /~Q'(,'CZ l.I L1Oul J (Final disease or condition Due to as a consequence o0: eaumng In death) b. Seggennaly Ilse conditions, Due tp for as a consequence of): If any, leading to the cause listed on line a. Enter the UNDERLYING CAUSE Due to (or as a consequence oJ) (tlisease or lnlury that a Inltla[etl the events re suiting d. In death) LAST. Due to (or as a Consequence of). 3 26. Part ll. Enteroth,,,I,nific,,t conditions conMbuting to death but not resulting in the underlying cause given in Part l 2]. Was an autopsy pertor~ ❑ Yes f 28. W ere autopsy findings available m to complete the cause of~gethP ❑ Yes Y 29. If Female: 30. Did Tobacco Use Contribute to Death? 31. Mann f Death rural o (j Not pregnant within past Year ❑ Ves - ❑ Probably ( ❑ Homicide ❑ Pregnant at time of death ❑ Unknown ❑ Accident ❑ Pendinginv el,iitlon ❑ Not pregnant, but preen:,: within 42 days of death ❑ Suicide ❑ Could not be determined ❑ Not pregnant, but pregnant 43 days to 1 year before death 32. Date of Injury (Mo/Day/Yr) (Spell Month) ❑ Unknown if pregnant within the past year 33. Time or lnlury 34. Place of Injury (e.g. home; construction site; farm; school) 35. Location of Injury (Street and Number, a1,, State, Zip Code) 36. Injury at Work 3]. If Transportation Injury, Spec"" 38. Describe How lnlury Occurred: ❑ Yes ❑ Driver/Operator ❑ PedesMan ❑ No ❑ Pgssenger ❑ Other (Specify) 39a. Ifler IQleck only one): CertiMnB physician -To the best of my knowledge, death occurred due to the cause(s) and m r stated ❑ P-uncing 6 Ce"Ing ph n - To the best of owledge, death occurred at the time, date, and place, and due to the cause(s) antl manner stated ❑ Medical Examiner/Coro theb athn, an or investigation, in my oPinipn, death OOQQ,,at the time, dare, and place, and due to the cau s)and~m/~^ stta}ted Signature of csrtl fkr: Title of,r-ifier_ License NUmber:~ 39 dress a ZI de of Person wmdetNnfi Cause of Death (Hem 26) 70/ 39c. Date 9 reed o/Day/Yr) ..J Lam/ T T- ec~e,. 40. Registrar s District Num r dl. R`egisai nature 42. Reg [nr Flle Ooh (MO Day r) - I I t() of ti ~i /7 43. Amendments 0729367 H1o5-143 Disposition Permit No. 0.EV 0]/2011 Knot Bill ant cEestanwnr- CC-)~ -J THOMAS J. TROUTMAN I, THOMAS J. TROUTMAN, of Silver Spring Township, Cumberl.AI County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last Will and Testament, hereby revoking all former Wills by me at any time heretofore made. ITEM I. 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 Executrix out of the property passing under ITEM IT of this Will, as an expense and coat of administration of my estate. My Executrix shall have no duty or obligation to obtain reimbursement of any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. in the absolute discretion of my Executrix, such traxe, may be paid immediately, or the Executrix may postpone the payment of tares on future or remainder interests until the time possession thereof accrues to the beneficiaries. Thomas J. Troutman Page 1 of 6 pages I .T. F M TT. 1 .t ! b r s i s; and q:_ a:' all toe r....; .C G i.:i • i- m whe"OonvWC . i i. in, i tq ~ / r1 Tama- Troutman, i_.:ovid n 4a shall r Ji t (301 . . r 1 . ~ ` ~ d a y s . the he event toy wife _ should predecease r: or not t`i i r.:i me thirty (30) days, I give, devise and bequeath all the rest, remidue and remainder of my estate to my children, namely, E l iagbeth Ann Troutman and Tama Alexandra Troutman, in equal shares. ITEM III.. in the event my youngest child is under the age of t=wenty'-rune (21) at the time of my death, I give, device and bequeath a l l the rent, residue and rNrtttainlae.r of my estate to fiami i t.on (3,:ink and nay mother anr_"t father, Dorothy and Warren Troutman, or the survivor of them, in trust, under the following term and conditions. My Trustees shall pay to or ;ripply for the laanefit of my beneficiary so much of the income and principal of the trust., up to the whole thereof, as is necessary for the propec health, maintenance, education, welfare and r,taPport of my beneficiary, spe i call.y including the costs of higher education. Upon my youngest child attaining f:.i'e age of twenty- one (21), the TcusLens shall distribute erne-third (1;a`') . of the I remaining principal and any 1=.accumulated income in equal hares to my Upon my youngest r .Y child attaining the _age of __.'S Ofj____ _ J Thomas j. Troutman " r rm _ ' -!e ii✓al s1. ttl4 !.±IIlt.:?..:!"I E l ].l B to i T t. ? q t Pfl y b f 1 i-7 i r) ;7 I.tx.Sie,1, clG'v "}1t_tLi~CL It1,~ dur<iS"its t,hc tarPti hpcputy t}-t.e t Cu>'t sh, L~. it ff.:!1.1 iO!:E,:t and N:ftlc1', for the" _'ein.1"1rji.rig benp'L`ic 1arva tin t ht-!H7vein1:. ili Pil;-,t,'ier an Eathe c Dorcithy and 'Warren C)L'.'rPCtr' i ti 1C)'t,:I1 Cl C'tar7..7. C C3 ti jwt 1:111aU1,e Ito a 't as C:a-t,f'a. +-.ee hF.-'c't•,uClt.]etr. , I'1cjl,i.riat:,F, t;t1::;t,'LtLi'k:e anrl appoint my brother-In-law, T T,+• . Y TAmn, r• TlIirjj-)i S, 'F. fJ f=) N V e. ! TFMt TV.. My T Ctls e-6, .,!1e3 1 o stf,e- -the 2?:i 1. I o w JLfig p owF-.rs A 0 ! kclf y 0 c retain investments :3 5;1,a1.1 be c9eemed ^ d:?'`:1icJ.rJi,t~ by 1Ti~' 1L'LISF.+?Y, clPil~O LCtlk! t; ii such St,t7{}, 1CITl, , ratij Ct:t7c'tCiFS,. 5s E?, 1_lC1t.:i_t s ft I` 3 it :it.:lC a'1 t'?"t heL" 7tJt F.-' y CF.t N 4' At p tOFl 't'.Y, r.'ea1 or personal 8IS InY TLuStpt_? .`ha11 di_et!1 w1s, e,, Without "being re!~,str'irkrc_1 to so-cal.iac] ,.legza1 irivesl.litcJnt„, ant1 w.1t.110lu-t b 1ng 1:Llll 1;. ea u, by arly tatute t:1` r111e? of law r.egariing Lnves meii .a by fzduciariesa. 7. To sell, either at pt.iU1:L.c: private sale, and upon t`: =e !.-.m : ; a (:f c_ 1..1116 .i. t.. 7. C) i"1 r; :;i m y T. r u s t e e iv, a y d 4 e m al ,1 ti An L. a Y F, /~i i.I t t'1 1'~ }1'e i coil o sales .,.1 - P"Vchaxe; IMP, fown , + clear t t - , . 1 L ?U _I. I l ..r 1. i f obligation y t. pur bazer or purchasers to see to the application oE the purchase money or of make inquiry into the a validity of s a i d sale or sales; ral su to )mat•:tr, execute, acknowledge rafni_i deliver any arfd all deRds, assignments, options or other writing which may be necessary or desirable in carrying out any o the power +7's"71 E?rL'ed upon Xi"ty Trustee in thin paragraph or PIsewhere in this instrument. C. To mortgage real estate and to 71`aKe leases a real e-`-'t:.at,e t_`±xtend1ng b `r%ond the terms of the f:ru.r:t hereunder. D. To borrow money from ,,any party, including the Austne, to pay 1.t debt°.F tllaess of the trust and taxe2 and to assign and pledge assets o the trust therefor. E. To pay all costs, taxes, expenses and charges in i;on Res:'ti.on with the administration of the trust, including a reasonable compensation to agents. F. Tn the discretion of flat Trustee, to unite with others of similar- property in carrying out any t plans hoc. t:t^ie reorganization I of any ".oC`j?C;Y'ation o C:om tr`_ry iJt"1ose ``tie itIc., '`.i; .LfOXf 'I: a part. of t M tr ua>w. Cf. To vote any shares of ,.".ock Wtil.ch t'tirm a part o the f r trust. 31 (t lfld r.T Tr0Utman n lie i i b L p rl r r . l p TTEM V. I "n event rite wife iccoj d i-,r: r3ti1,ecease Ytte C.rr in the V n't we shiJuiC, e =n .1 coifit1'tofi cl ssas}er , I ni_JnliflAt-e. +~i3[2 ~:7f;la~t? ar3t'i .:3f?itC1:3'Ct ritY 'n.tther and and 4^iarre,I, .lrol1tT an or ?e Z:,u.: V Lvor o thr rrt,, of wr rn r sv''i. l ik~, Fr}r'ii'1svl Jan a. f to be, he t_]uardi ans u, f Li).E re c' on of _rrty rn nc,;r C..hi1dren n t• le event my mother and father, Dorothy ran13 W a v en Tfc-,u't,niaT-1r shf)131d pr'e15ec_e :1Se rile„ i 11on3Lr)a Le t"on t.ituf.e ancd appoint my fl:ru .her-i.n- law. Ji7SE?ph Tama, t::ii Chicaqu, I1Iinclis, a:3 (.4t,3ard:1.an i:)'1 thF? 7t iSQ11. cif Toy mint:_1r chs.1dren. TTEM VT. n the event my w4.fe and my t_h .ldren :;hc)uld pi F-t'se :e,l me or n tx.te event we shoul,11 diee, in a (----o itmon disas te.r, my e s-t:, f.e shill be ill r] r i!-)ui,+:)(,l a., f'ol Iows . t:1Ti•%-11aIf ( . % 2 ) tC.) 7fij7 rn i:7 t1}-1 e r' ;I f1 d, Fa:tlipr, Dori_1 [-J)y "tnd War"ren iY•Ctct'.fft<"°~i'3~ or they a1.Irvivoc 017 i Fcm,. of rd rl 'w'-i.i1.~r T?~Cn ki.van1i.at cd[]t: 0rli---11i4"r My tuf (cr r-:lLl^121w~ Marv Ca r of Tarvi, o Uni.Clr1'ti74ijn, cf_?11nsy lv-inia- m T 1 h 6 r<t a- ~ r 7 ~ 1 r l_l LX t Irl an '3 Y Y 1" 0 ' n is vh~ly i.. I ..I 1 my Mothsr-in-law would itis sir:' c r t v hA 1 . pass in 1Yi:'1 L sh•1r to if1; v I. - > nurviving brothers and misters. ITEM ~ VIII. 1 nominate, constitute and appoint my wife, Catherine M. Tama-Troutman, as `:;ole Executrix of this, illy Last Ml and Testament. In the event she i i_!t1abi.e=' to act, or any reason, 1 hereby nominate, constitute and appoint my mother and father, Dorothy and Warren Troutman, or the survivor of theirs, as Co-Executors heret_iI Dec. In the event both Dorothy and Warren Troutman are unable or Li17W:LI.1.7.ng to uerve. I nominate, constitute .3ii.Ci appoint ['sly 1:1t~aLhE3.'-i17•-t.citJ, joseph Tama, to so serve. it is my desire that my Executrix shall serve without bond. i TN WITNESS WHEREOF, I have set rile hand and seal to this, my East Will . and i a 'tsamF_''.1",t:, typewritten on 't:.t'1i2 and five (5) other pager, Ellis ~~~~~,_iav o WITNESS: Thomas j. Troutman a J( J l i NJ S 1~._R.+93.: aT7-... I'? _ O.. t_;^ r• r, NN t' Y?, S_qANTA 'i5M-a'1 {.,'jdT C..1 c!.'J r ;.i L i + to law, do ] :d et ; zt t_' u. 1 a.~} i,I . I-} t. ' T 1rE.,t.. ._I7'1~, ~ =1' ! t. n"... ed the xl ,o S., Y: u. iit r' 1"i 1; as `(i !..r r1.._,t.. Will and Testament; that - signed i willingly; and that T :1.4tned it as my r ce and vo.i.;.x tLary act En t:;: purposes therein cantaine6. Sworn or aft: L anti to and acknowledged More me, b'', T 111aw tJ • 77 oL.11.ma(nn J the testator, this day 0 i . LIMI 9atdTi 9E 9 b Thorn~s 'T Irl, tm a1 tr,`#/.^~t Estes Y¢ 10, IGM -10" Notary rt COMMONWEALTH OF PENNSYLVANTA . SS. COUNTY O AUPhiTN rr►es__CI_ a1-1d ._.~oro, I~A ire J W-- _ 9_P. _____-___the WitTlesse J respectively, whose names are i.ClClr" d to the attached or foregoing instrument, being duly qualified according to law, do depose and say t hart we fiE= ce k_lt:'E!sent:. and saw the testator :sign and execute the instrument as hio Cast Will and Testament; that TfttJma j. Troutman 1gI"ed willingly and that he executed it as his free and voluntary act Coc the purposes therein r xpc ssed; t11aL each of us in the hyar i ng and sight of the ta t.4at,oi° was :=a l:hat time eighteen (18) oc Mora years of age, of sound mind and under no constraint Or c-,r 1~/ cit affirmed to and subscribed to before me by ✓f'1. S._ _I an c-I _•T~Y__ .e~f"d ` V ~ = _ _ _.P1~ 4.. _ f " i.9~1~' . the witnesses, this day of r le Ww. Vs L Y, mmY P t ! ; Itness Berks County Parcel Search,' Report Name: TROUTMAN THOMAS J 41 BEARD RD Mailing Address: MECHANICSBURG PA 17050 Site Address: TEXTER MT RD Municipality: SOUTH HEIDELBERG TOWNSHIP Deed or Instrument 2544 1911 Number: Deed Date: 19940602 Deed Amount: 000000000 Deed 2: Deed 3: Flan: Lot No. Parcel ID: 51000000000035 Account: 51051840 Label Point: 51051840 Map PIN: 435601284405 Assessed Acres: 9.85 Market Land 9900 Value: Assessed Land 9900 Value: Building Value: 0 Total Assessed Value 9900 Homestead NOT ENROLLED Status: Clean & Green since: Assessed Use 100A Code: Assessed Class: RESIDENTIAL Description 1: Description 2: Description 3: Description 4: Record Date: 11/26/2012 MaSecurities, Inc. ► gapapedess 285 Delaware Avenue. Suite 2000 Ask about e-delivery Buffalo, NY 14202-1885 yr "0 R"'O LTRR SO p.m" TAOR TI_ C TvRA_n- OMJMR• PLRARR COMPACT TOOK IMPRMMr MFRRMORAL 1 300 724 7788 OR TIKANCTAL ORPAMIUMOM. MAIL TO: CONFIRMATION ~1~~1~~1~111'iI..II1~1~11'~II'~~"'i~l~llll'1'I~II~I~II'~~'llllll ~A 00012386 01 AB 0.374 01 TR 00057 XPVLi MD1 000000 For the account of: THOMAS TROUTMAN 41 BEARD ROAD THOMAS TROUTMAN MECHANICSBURG PA 17050-1602 41 BEARD ROAD Account Number: AZD-566024 Account Type: 1 Your Financial Consultant: HEAVNER/SMITH Your Financial Consultant Number: UKI Phone Number: 717-240-4525 For additional information, please see the reverse side. You Sold: AMERICAN BALANCED FUND CLASS A Trade Date: 04-04-12 Process Date: 04-04-12 Settlement Date: 04-10-12 Cusip: 024071-10-2 Symbol: ABALX We confirm the below trade, subject to the terms and conditions set forth on this confirmation. TRADE QUANTITY PRICE: PRINCIPAL INTEREST COMMISSION . SERVICE ; I NET' AMOUNT NUMBER TRANS FEE CAPACITY COMM EQUIV CHARGE USD AQTZHX 1,092.548 19.57 21_381.16 21,381.16 1 Unsolicited Order Default Tax Lot Disposition Method : AVERAGE COST (USING FIRST IN FIRST OUT) Tax lot information will only be displayed for partial dispositions. Full dispositions will use all the available tax lots. You may change the disposition method or tax lots applied to this trade before the earlier of settlement date or three business days. For more cost basis information, please contact your investment professional. Investments•Are not FDIC insured'Have no bank guarantee`May lose value THIS CONFIRMATION IS AN ADVICE NOTAN INVOICE. REMITTANCE OR SECURITIES ARE DUE ON OR BEFORE SETTLEMENT DATE. SEE TERMS AND CONDITIONS AND EXPLANATION OF CODED SYMBOLS RELATING TO THIS CONFIRMATION. ON OTHER THAN ROUND LOTS (NORMALLY 100 SHARES). IF"DIF" APPEARS ABOVE, AN ODD-LOT DIFFERENTIAL HAS BEEN CHARGED IN CONNECTION WITH THIS TRANSACTION.THE AMOUNT OF SUCH DIFFERENTIAL WILL BE FURNISHED UPON REQUEST PAGE: 1 of 7 CLEARING THROUGH PERSHING LLC. MFMRFR FINRA. NYSE. SIPC. PFRSHING IS A SURRIDIARY nF THE RANK nF NFW YnPW 64FI I nM-PPnPATIMI - OCPCwNn D1 A7A ieoecv 1.11 ""1" MsT Securities, Inc. ► go- rates Ask about e-delivery 285 Delaware Avenue. Suite 2000 (R ri Q RM IA LUX Tl RRCafvR mm RIM LYMiRpTTMP Buffalo, NY 14202-1885 0161M. PLUM COMM y~ Ulvimmr vROrUMML 1 800 724 7788 OR FIMMIn ORYMQUTIM. CONFIRMATION MAIL TO: For the account of: THOMAS TROUTMAN THOMAS TROUTMAN 41 BEARD ROAD 41 BEARD ROAD MECHANICSBURG PA 17050-1602 Account Number: AZD-566024 Account Type: 1 Your Financial Consultant: HEAVNER/SMITH Your Financial Consultant Number: UKI Phone Number: 717-240-4525 For additional information, please see the reverse side. You Sold: AMERICAN HIGH-INCOME MUNICIPAL BOND FUND CLASS A Trade Date: 04-04-12 Process Date: 04-04-12 Settlement Date: 04-10-12 Cusip: 026545-10-3 Symbol: AMHIX We confirm the below trade, subject to the terms and conditions set forth on this confirmation. TRADE NUMBER COMMISSION SERVICE COMM i NET AMt?l1NT QUANTITY PRICE PRINCIPAL INTEREST TRANS. FEE - ~ CAPACITY 1? ! EQUIV CHARGE USD - - AQTZH4 784.523 14.55L_ 11,414.81 1 L 1,414.81 Unsolicited Order Default Tax Lot Disposition Method : AVERAGE COST (USING FIRST IN FIRST OUT) Tax lot information will only be displayed for partial dispositions. Full dispositions will use all the available tax lots. You may change the disposition method or tax lots applied to this trade before the earlier of settlement date or three business days. For more cost basis information, please contact your investment professional. Investments*Are not FDIC insured*Have no bank guarantee*May lose value THIS CONFIRMATION IS AN ADVICE NOTAN INVOICE. REMITTANCE OR SECURITIES ARE DUE ON OR BEFORE SETTLEMENT DATE, SEE TERMS AND CONDITIONS AND EXPLANATION OF CODED SYMBOLS RELATING TO THIS CONFIRMATION. ON OTHER THAN ROUND LOTS (NORMALLY 100 SHARES), IF"DIF" PAGE: 2 of 7 APPEARS ABOVE, AN ODD-LOT DIFFERENTIAL HAS BEEN CHARGED IN CONNECTION WITH THIS TRANSACTION.THE AMOUNT OF SUCH DIFFERENTIAL WILL BE FURNISHED UPON REQUEST. MsTSecurities, Inc. go pat erless Ask about e-delivery 285 Delaware Avenue. Suite 2000 • ,na m.~ n*~ Y^ Y- rixnR '4 T " BUfla10, NY 14202-1885 oea.[eg, r, ..a. mWa roan ~mmm'~mrr ewresatowt 1 800 724 7788 OR nxusia~ oxaNnz*nou. s CONFIRMATION MAIL TO: For the account of: THOMAS TROUTMAN THOMAS TROUTMAN 41 BEARD ROAD 41 BEARD ROAD MECHANICSBURG PA 17050-1602 Account Number: AZD-566024 Account Type: 1 Your Financial Consultant: HEAVNER/SMITH Your Financial Consultant Number: UKI Phone Number: 717-240-4525 For additional information, please see the reverse side. You Sold: AMERICAN MUTUAL FUND CLASS A Trade Date: 04-04-12 Process Date: 04-04-12 Settlement Date: 04-10-12 Cusip: 027681-10-5 Symbol: AMRMX We confirm the below trade, subject to the terms and conditions set forth on this confirmation. COMMfSS10N TRADE SERVICE NET AMOUNT NUMBEi2` UANTITY : PRICE PRINCIPAL. INTEREST TRANS. FEE CAPACITY t] COMM EQUIV !CHARGE Usp AQTZIA 547.673 27.45 15,033.62 15,033.62 1 Unsolicited Order Default Tax Lot Disposition Method : AVERAGE COST (USING FIRST IN FIRST OUT) Tax lot information will only be displayed for partial dispositions. Full dispositions will use all the available tax lots. You may change the disposition method or tax lots applied to this trade before the earlier of settlement date or three business days. For more cost basis information, please contact your investment professional. Investments*Are not FDIC insured*Have no bank guarantee*May lose value THIS CONFIRMATION IS AN ADVICE NOTAN INVOICE. REMITTANCE OR SECURITIES ARE DUE ON OR BEFORE SETTLEMENT DATE. SEE TERMS AND CONDITIONS AND EXPLANATION OF CODED SYMBOLS RELATING TO THIS CONFIRMATION. ON OTHER THAN ROUND LOTS (NORMALLY 100 SHARES), IF"DIF" PAGE: 3 of 7 ,,,,0 .-1 ---1 n iN -WNFCTInN WITH THIS TRANSACTION.THE AMOUNT OF SUCH DIFFERENTIAL WILL BE FURNISHED UPON REQUEST. 1V _ &T Securities, Inc. III, ,>eL 285 Delaware Avenue: Suite 2000 Ask atroute-deBvery rr ma eeennn erne m rts~rvs mnrt Hans rnnranrram Buffalo, NY 14202-1885 ow Hues CMACT YOUR IpplSTMM "W=8¢0mc 1 800 724 7788 me "NMI" ORGMain TIM CONFIRMATION MAIL TO: For the account of: THOMAS TROUTMAN THOMAS TROUTMAN 41 BEARD ROAD 41 BEARD ROAD MECHANICSBURG PA 17050-1602 Account Number: AZD-566024 Account Type: 1 Your Financial Consultant: HEAVNER/SMITH Your Financial Consultant Number: UKI Phone Number: 717-240-4525 For additional information, please see the reverse side. You Sold: CAPITAL INCOME BUILDER FUND CLASS A Trade Date: 04-04-12 Process Date: 04-04-12 Settlement Date: 04-10-12 Cusip: 140193-10-3 Symbol: CAIBX We confirm the below trade, subject to the terms and conditions set forth on this confirmation. TRADE-- ( COMMISSION SER~/ICE~~ NET AMOUNT QUANTITY PRICE' PRINCIPAL INTEREST TRANS. FEE CAPACITY' NUMBER' COMM EQUIV # CHARGE USD [AQTZIKJ _ 363.39 51.01_ 18,536.83 18,536.83 1 Unsolicited Order Default Tax Lot Disposition Method : AVERAGE COST (USING FIRST IN FIRST OUT) Tax lot information will only be displayed for partial dispositions. Full dispositions will use all the available tax lots. You may change the disposition method or tax lots applied to this trade before the earlier of settlement date or three business days. For more cost basis information, please contact your investment professional. Investments*Are not FDIC insured*Have no bank guarantee*May lose value THIS CONFIRMATION IS AN ADVICE NOTAN INVOICE. REMITTANCE OR SECURITIES ARE DUE ON OR BEFORE SETTLEMENT DATE. SEE TERMS AND CONDITIONS AND EXPLANATION OF CODED SYMBOLS RELATING TO THIS CONFIRMATION. ON OTHER THAN ROUND LOTS (NORMALLY 100 SHARES), IF"DIF" PAGE: 4 of 7 APPEARS ABOVE, AN ODD-LOT DIFFERENTIAL HAS BEEN CHARGED IN CONNECTION WITH THIS TRANSACTION.THE AMOUNT OF SUCH DIFFERENTIAL WILL BE FURNISHED UPON REQUEST. M&T Secut ties, Inc. II, go pa erless Ask about t e-delivery 285 Delaware Avenue. Suite 2000 , a n A„ 1, - TO voo. Buffalo, NY 14202.1885 owx re, R_ -WAOT rO= IM'[BITQtR Raorisa:oRat 1 800 724 f / 78S OR PINAHC]AL OAGAtiIZITl]If. CONFIRMATION MAIL TO: For the account of: THOMAS TROUTMAN THOMAS TROUTMAN 41 BEARD ROAD. 41 BEARD ROAD MECHANICSBURG PA 17050-1602 Account Number: AZD-566024 Account Type: 1 Your Financial Consultant: HEAVNER/SMITH Your Financial Consultant Number: UKI Phone Number: 717-240-4525 For additional information, please see the reverse side. You Sold: CAPITAL WORLD GROWTH & INCOME FUND CLASS A Trade Date: 04-04-12 Process Date: 04-04-12 Settlement Date: 04-10-12 Cusip: 140543-10-9 Symbol: CWGIX We confirm the below trade, subject to the terms and conditions set forth on this. confirmation. TRADE COMMISSION -SERVICE:': Ng;r AMOUNT' PRIG PRINCIPAL QUANTITY INTEREST TRANS. FEE 'i CAPACITY NUMBER:.:.; COMM;EQUN ::::::::::::CHARGE USD, ~AQTZIQ 360.472 35.03 12,627.33 12,627.33 1 Unsolicited Order Default Tax Lot Disposition Method : AVERAGE COST (USING FIRST IN FIRST OUT) Tax lot information will only be displayed for partial dispositions. Full dispositions will use all the available tax lots. You may change the disposition method or tax lots applied to this trade before the earlier of settlement date or three business days. For more cost basis information, please contact your investment professional. Investments*Are not FDIC insured*Have no bank guarantee*May lose value THIS CONFIRMATION IS AN ADVICE NOTAN INVOICE. REMITTANCE OR SECURITIES ARE DUE ON OR BEFORE SETTLEMENT DATE. SEE TERMS AND CONDITIONS AND EXPLANATION OF CODED SYMBOLS RELATING TO THIS CONFIRMATION. ON OTHER THAN ROUND LOTS (NORMALLY 100 SHARES), IF"DIF" PAGE: 5 Of 7 - - w...-., i~- -.1. nirrr.-T.A. - l - 11Pnm PFni IFCT 10 M&T Securities, Inc. ► 9 2 papff~s 285 Delaware Avenue. Suite 2000 Ask about e-delivery Tr WM N .N LTYR " RRCETVR Y(qR, -M ftlNYTR1RIYTTNR Buffalo, NY 14202-1885 ONLINE, P1,U E CONTACT YOUR INVEMaNT PWIFU TORAL 1 800 724 7788 OR PTRANOin OR6ARIEAYTON. CONFIRMATION MAIL TO: For the account of: THOMAS TROUTMAN THOMAS TROUTMAN 41 BEARD ROAD 41 BEARD ROAD MECHANICSBURG PA 17050-1602 Account Number: AZD-566024 Account Type: 1 Your Financial Consultant: HEAVNER/SMITH Your Financial Consultant Number: UKI Phone Number: 717-240-4525 For additional information, please see the reverse side. You Sold: THE TAX-EXEMPT BOND FUND OF AMERICA CLASS A Trade Date: 04-04-12 Process Date: 04-04-12 Settlement Date: 04-10-12 Cusip: 876902-10-7 Symbol: AFTEX We confirm the below trade, subject to the terms and conditions set forth on this confirmation. TRADE COMMISSION SERVECE NUMBER QUANTITY i PRICE PRINCIPAL INTEREST I TRANS. FEE NET AMOUNT CAPACITY CQMM EQUIV CHARGE USD AQTziw _ 1_8.8_0.3_5712.70 23 88053 _ 23,880.53 1 Unsolicited Order Default Tax Lot Disposition Method : AVERAGE COST (USING FIRST IN FIRST OUT) Tax lot information will only be displayed for partial dispositions. Full dispositions will use all the available tax lots. You may change the disposition method or tax lots applied to this trade before the earlier of settlement date or three business days. For more cost basis information, please contact your investment professional. Investments*Are not FDIC insured*Have no bank guarantee*May lose value THIS CONFIRMATION IS AN ADVICE NOTAN INVOICE. REMITTANCE OR SECURITIES ARE DUE ON OR BEFORE SETTLEMENT DATE. SEE TERMS AND CONDITIONS AND EXPLANATION OF CODED SYMBOLS RELATING TO THIS CONFIRMATION. ON OTHER THAN ROUND LOTS (NORMALLY 100 SHARES), IF"DIF" PAGE: 6 of 7 APPEARS ABOVE, AN ODD-LOT DIFFERENTIAL HAS BEEN CHARGED IN CONNECTION WITH THIS TRANSACTION.THE AMOUNT OF SUCH DIFFERENTIAL WILL BE FURNISHED UPON REQUEST. TERMS AND CONDITIONS EXPLANATION OF CODED SYMBOLS Securities purchased on a cash or margin basis are or may be hypothecated under circumstances that will permit the commingling thereof with securities carded for other customers; but such securities, if hypothecated, will be withdrawn from hypothecation as Type of Account soon as practicable afferreceipt o/payment therefor. If this transaction is a purchase by you in a cash account, and sufficient finds are not O.Deliver/Receive vs. Payment 8.Non-Securities Credit Account - already in your account with us, it is agreed that you will promptly make full payment for 1. Cash Account reflects the purchase or sale of Precious the securi ties described on this confirmation and no later than settlement date, or at 2. Margin Account Metals, which are not securities and are, such earlier time payment may be demanded in accordance with the terms of this 3. Short Account therefore, not eligible for protection by the transaction, and that you do not contemplate the sale of such securities prior to making 4. Special Subscription Account Securities Investor Protection Corporation such payment. If this,transaction is a sale by you in a cash account, and the securities 5.Arbitrage Account (SIPC) or for any excess SIPC coverage described on this confirmation are not already held in your account with us, we are acting upon your representation that you or your principal own such securities, and it is agreed that you will promptly, and no later than the settlement date, deposit such Capacity in Which Your Introducing Firm Acted securities with us. If full payment for the securities purchased by you in this transaction is not received by its, or if securities sold by your in this transaction aka not delivered to us in proper form on or after the first trading day after the settlement date, we nmay at our 1, 2, 3, or 8.....:..As broker only option cancel or otherwise liquidate this transaction without notice to you, and you will 4....... Reprinted confirmation; capacity appears on original be liable to us for any resulting loss, including, without limitation, all expenses, attorney's 5. or 6....... As principal. fees and other costs incurred by us and interest thereon. g As agent for the buyer and seller, charging you a If this transaction is a purchase by you in a margin account, it is agreed that sufficient commission as shown on this pon. fion. Y Y 0....... Average price or block transaction. cash or acceptable collateral will be deposited on or before the settlement date, or at M....... As both principal 8 agent in this transaction such earlier time that payment may be demanded to satisfy applicable margin requirements. Provisions of agreements and contracts shall inure to any successor of your introducing Additional Capacity Information lmm or Pershing LLC ("Pershing" . It so noted on this Confirmation, Pershing, or an affiliated It is understood and agreed that all transactions are subject to the odes and customs of company, makes a market in this security and acted as the exchange or market (and its clearing house, if any) where they are executed. The principal in buying from or selling to you. Your introducing name of the other broker or party and the time of execution will be furnished on request. firm (if any) acted as your agent, charging you a commission for the service. YOUR INTRODUCING BROKER DOES NOT RECEIVE COMPENSATION FOR DIRECTING ORDER FLOW IN EQUITY SECURITIES. PERSHING RECEIVES If " Average Unit Price Transaction" is indicated on this COMPENSATION FOR DIRECTING ORDER FLOW IN CERTAIN EQUITY confirmation, your introducing firm, Pershing or an affiliate, SECURITIES AND LISTED OPTIONS. THE SOURCE AND NATURE OF THE may have e your order a single pdce execution and/or may have ac acted as principal, agent or both or agent COMPENSATION, IF ANY, RECEIVED IN CONNECTION WITH THIS TRADE WILL for another party on one of, more exchanges . Details are BE FURNISHED UPON WRITTEN REQUEST TO PERSHING. available through your introducing firm upon request. In those equity transactions where it is indicated that Pershing or an affiliated company. With respect to the purchase of zero coupon securities, acted in the capacity of principal (as market maker or specialist). it fills orders at the please note: No periodic interest payment will be made, inside market without mark up or down, and charges for its services. and, if callable, securities may he called below maturity value without notice by mail to holder unless registered. Commission rates are subject to negotiation, and any commission charged to you in this transaction may be more or less than commissions charged to or by others in similar Your Introducing Finn charges you a transaction lee on transactions. The source and amount of other commissions received in connection with certain securities transactions which are subject to fees this transaction will be lumished on request assessed by a self-regulatory organization, securities exchange and/or govemment aryency. The lee is based on Call features may exist for securities. Call features for fixed income securities may affect the value of time "covered securities transactions. yield. Complete information will be provided upon request Pershing's calculation of the lee is based on amounts paid by the introducing /inn. To determine the exact amount of The ratings that appear in the description of some fixed income securities have been this fee with respect to any transaction, please contact obtained from rating services which Pershing believes to be reliable; however, Pershing your introducing firm. cannot guarantee their accuracy. Securities for which a rating is not available are marked UNRATED." If this transaction involves an asset-backed security, including a municipal collateralized mortgage obligation, which represents an interest in or is secured by a pool of receivables or other financial assets that are subject continuously to prepayment, then the actual yield of such a security may vary according to the rate at which the underlying receivables or other financial assets are prepaid. Information conceming the factors that affect yield (including, at a minimum estimated yield, weigghted average life, and the prepayment assumptions of the underlying yield) will be fumished upon your written request. PLEASE IMMEDIATELY REPORTANY ERROR, OMISSION OR EXCEPTION TO YOUR INTRODUCING FIRM AT THE ADDRESS SHOWN ON THIS CONFIRMATION. When Pershing LLC receives a non-directed order from an introducing firm or customer for execution on your behalf, and executes that order in accordance with Pershing's best execution policy, Pershing may execute that order itself as a market maker, or send that order for execution to an exchange or other off-exchange venue. Details concerning the type of order, venue, date, time of execution as stated in Coordinated Universal Time (UTC) and multiple executions are available upon your written request to your introducing broker. Transactions in foreign securities executed in a foreign market may include additional fees, Details furnished upon request. 0 m N PAGE: 7 of 7 ~qt BANK Metro Bank 3801 Paxton Street Harrisburg PA 17111-1418 1-888-937-0004 mymetrobank.com 00128 7436020 001 092140 THOMAS J TROUTMAN D/B/A TROUTMAN'S HOME INSPECTION 41 BEARD RD MECHANICSBURG PA 17050 We're here 7 days a week, 24 hours a day at 1-888-937-0004. SOLE PROPRIETOR INTEREST CKING 0536018518 Statement Batance as of 02115112 $19;818.50 Plus 7 'Deposits and Other Credits $1,302.43 ' Less 11, Checks and Other Debits $280.92 Plus Interest Paid $2.44 Statement Balance as of 03/15112 $20,842.45 Transactions By Date ription Debit Credit Balance Date Desc 02/16/12 CUSTOMER DEPOSIT -$100.00 119;918.50 02116/12 VISA DICK'S SPORTINGG _ $63.59- $19,854.91 RF#053691 02/15 204356 HAMPDEN 70WNS,PA 02/21112 Square Inc ; 20120219A2 $0.49 $19,855.40 ; - Thomas Troutman 02/21112 VISA AMERICAN DIABETE $50.00 $19,805.40 RF#016275 02120 1703-5491500,MD 02/21/12 Squa a 1nc20120219A2 $0.49 $19,804.91 Thomas Troutman 02122/12 CUSTOMER DEPOSIT % $400.00 $20,204.91 02/23/12' " VISA INF','PEOPLESMART. $14.95' $20,189.96 RF#038807 02122 230716 888-455-2792,NE 02/23/12 CHECK # 5130 $18.25 07124112CUSTOMER DEPOSIT $625.00 $$2200.,719761.171 t $ 0 02127112 Square Inc 20120225A2 $1.94 $20,798.65 S Thomas Troutman 02/27/12 VISA SQ *TROUTMAN'S`H $2.00 $20,796.65 #093 PA 03;01/12 PAYPA(i2 INST XFER 732 Mechanicsburg, $5.79 $20,790.86 m THOMAS TROUTMAN °o 03102112 CHECK #5131 $55.00 $20,735.86 N 03/06/12 VISA JUSTANSWER -TEC $28.00 ✓ $20,707.86 RF#047004 03/06 024239 888-587-8220,CA 03112/12VISA J2 *EFAX PLUS SE r $116195/ $20,690.91 ° RF#089326 03109 032021323=8173205 CA ° 03113,12 CUSTOMER DEPOSIT $125.00 $20,815.91 03/13112 VISA AOL* SERVICE 031 ' $25.90 f $20,790.01 F#005808 03/13 091914800-827-6364,NY 03114/12 GCI PAYABLES $50.00 $20,840.01 ROUTMANS HOME INSPECT 031102 EREST PAYMENT> $2.44 $20,842.45 15 Cycle Page 1 of $ NOTE : SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z . nn~~c~nnc»nnnnnc~nc~~c~nnc~nn~nn~c~ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 m m m m m m m m m m m m m m m m m m m m m rn m m m m m m m nn r ~ c~nc~n~nnc~nn~nn nc~c~ r Z r !Z: r E: r E m E r r Z r r r r r r r r r r r r r Z r r r m Z M m m m m m m m m m m m m m m m m m m m m m m m m m m -n n z Z= Z Z Z Z Z Z M Z Z Z Z Z Z Z Z Z Z Z Z Z z Z Z Z C O 1 m -i -i -I m --I -I -i -i -i 1 -I -1 -i -1 m -i --I --I Z K Ln LA p m o w n D= D D o 2 m o T D Z Z=> 3 z o? Z D O N D m m 0C: c ? D S m z 0== m m N N r= v N Z_ r C+l 3 M D Z { m Dye O m D~ { N U, 2 2 M { Z n D D N [ D- m \ Z 7c -I Z\{ C m r' m O Z C D C O 2 S = Z O m Z rt' D\ Z LI) xm O C O CHIC D = r p mDp m C1 m 3 \ p O : n { c~i~ 2 < 2 Z- 0 ;o ° A O O < K m m 1 O m F-a D N N W N N N r N r N r N N r r N N r r r r r r ~r-+ < r \ \ \ \ \ \ \ \ \ \ \ \ \ \ N N \ N \ N \ \ \ \ \ O \ N N r r r r N r r r N r r r\\ N\ r\ r\ m A O Ln W Vn N A ut a W V7 r r 0o Ol 00 A A (D r N tD w W r V A W \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ p N N N N N N N N N N N N N N N N N N N N N N N N N N N N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o D r r r r r r r r r r r r r r r r r r r r r r r r r r r r N N N N N N N N N N N N N N N N r N N N r r N N N N N m N D 40 cn v. in V. if~ v. in vi V, to to <A K Ol r r t/f r N A A r N iA W iA to W {A 'VA i/1 to N VT A to to r V r O iA Ul N N O O O to Ln V7 O Ln V7 O ut V V ut V7 (n O V( Ln V7 O to c O O O N O N O O O N O O O 00 O O O V7 Ut O O O O N O O O N Z O O O A O O O O O O N O O O (D O O O O O O O O O W O O O O ON O O A 0 0 0 0 0 0 (D O O O V O 0 0 0 0 0 0 0 0 m O O O O N p O m r N W W W N N N N N N N N r r r r r r r r Q -I \ 1\-` N N N N N r F\-` r r\\\\\ W W W N N N N N\\ N O N N CA A W A A N Ol ul Ln W W 00 00 00 m al r r r W W W r r N W \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ C N N N N N N N N N N N N N N N N N N N N N N N N N N N N p 1 O O O O O O O O O O O O O O O O O O O O O O O O O O O O D r F. r r r r r r r r r r r r r r r r r r r r r r r r r r N N N N N N N N N N N N N N N N N N N N N N N N N N N N M D Z N 2 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x v v v m v v v v v v v v v v v v v v v v v v v v v v v v v v v v v m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z N (n N Vt N Vf Vt N (In Vf V) N (A N N V) Vt (n ut Vf N Vi N N N N Vt N N Vt N Ut N N m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m N N N N N N N N VI (In V) N Vf V1 N N N (n N (A Vt V1 N V) N Vt Vt N (n Vf N En N m m r D D r D 0 r r O n r r r 0 0 0 C C D O D O 0 0 0 C C C C7 C7 Cl M C p p m p T m m 2 m m m-q m~~ p -i p~ m D O n' << Gl < T 'n 2 D 'n 2 2 T r r r< 2< S m T 2 r r r D D Z D r m m D m m D D M= D D D M Imo c 1 -1 - m m m m m m mm m - 1-Az= M SZ° m 1 90 90 90 90 R0 90 m m m m m -1 N N N -0 N 'O - {-D v- p N N (A N y N V) N{{ 0 x x = O Z Z T OG) O O 0 0 0 Z Z { m -n m m m m m m m N N N N N_ N N O O 00 000 Z Z Z Z Z Z Z D D D D D D D r r r r r r r V1 D N{{ < N W v v D D T T m T T T m n m D m m N D D D D D< r _ M m m C v OT rr- Z m v m~ v -j -1 Ln ((,n n X X X X Z Z A -N1 O O O C m m m ? r r r Z p Z O< O m = r r r D O D D D N v N p T v w w m 22 p C O C co m m m N V( v' T D (Zip Ln Ln A< Z m m r D<< n m m00 K2 K mrmMMDDN Zv C2 Z r) GZ1 O O D D m N O N N m m r m Z Nm m p Z (\"1 C D Z 2 p m CO C p D m -1 co M m m O < m D Z Z m V+ Z m r) x D r m m O D N z x m m m r W N r r N r r N W W N Ln r N r N W N M O V r\ r W \N \ W r \ \N \ r \ r N W \N W\ \N \ \ \W \W \r \W r \ r \ \r \ \ N \ x c D \ \ \ N \ r \ \ \ r r \ r \ r r W \ N -0 M M Ln r N V F. Ul w W W r w m m V r r O O r r W r w N (D W W W r w r z r \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ p T N N r N N N N N N N N N N N N N N N N N N N N N N N N N N N N N D O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O r r r a o r r r r r r r r r r r r r F~ r r r r r r r r r r r r r r r-+ m m m N N O N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N vs D O W N to iA i/T iA iA i-I iA L1 0 N r r iA IA r n In iA r iA iA to iA iA to to r iA V* {A to r N to N r to to VI. A/', iA W O N (n In O N r r r r N N N N to Vf r r r (n 00 (n Ln r N 00 (n N N V (n V7 O W O O V7 Ul p m V7 A A O (n 00 00 p0 N. V 57) O) O r p O O O O O In Vt V O O Z O C O r 0 0 0 N N W W O O O O O A V W W W 00 O O O O r W O W lD V O O tD O V 0 0 0 V7 00 V7 W 0 0 0 0 0 (D (D Vt (n w (n O O O O W 00 0 0 0 0 0 0 00 METRO • BANK Metro Bank 3801 Paxton Street Harrisburg PA 17111-141B 1-888-937-0004 mymetrobank.com 01903 7436020 001 092140 THOMAS J TROUTMAN 41 BEARD RD MECHANICSBURG PA 17050 We're here 7 days a week, 24 hours a day at 1-888-937-0004. PERS PREMIUM INTEREST CHECKING 0537561318 Ce a~3 Of.Q~{ ~~f Ic A ^ yJ P~ iTN T z arr~i'it{`.~1u a~. 3 i ate a ~~7 1° 'i, C9'Ck t a 12 {.rlPai4 J~Q 0 *g r ,~3''a•V'^r~d~~' t'1dti r- r~~wP-w; ,:n"^i ntx ' ate ance a5 of l3/15112;,a~G~ '~a 1t 4 X61 55 Transactions By Date Date Description Debit Credit Balance 02/17/12+urUSTO R DEPOS~T _ a_.... _ . , T, $17,594 0E _i S$1 32 1 ' 03i15H2 INTEREST PAYMENT $32.44 $164,361.55 Interest Summary ~yL~ ~ st Bate b In hl`dh P9 ch 41 ~d+thls 0 tentP© lodf ' yw a w xf~ ~324Ga -6 a YIdarned this State er oft (APY~ s~1 r~ i ~t 0 25~rj ual~Percentage ~In erest Paid Year to Rafe?a7,,k 4k W $94 62yi re,ns,...._ ...W _._..~st.. ..._a, ,_~,w. ,..,.,.__.c. _..W _ _ ..v. u Fees Summary yy 0. .700 o ;_:T a r .ft• 5~ttfllS. 71 r Total Overdraft Fees Year to Date $0.00 t r @a I ~irrt F,@,es=t f4 e e ;Arlo s 777,77-7-77'', Total Returned Item Fees Year to Date $0.00 b For your convenience, a summary of overdraft and returned item fees appears on your monthly statement. Please note that the overdraft fee o summary includes non-sufficient funds fees, uncollected funds fees and unavailable funds fees. The summary does not reflect refunded or waived o items credited to your account. N 0 M v r M 0 m 0 15 Cycle Page 1 of 6 NOTE : SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC © M&TBank r ACCOUNT NO. ACCOUNT TYPE STATEMENT 'PERIOD PAGE 9839270387 M&T SELECT WITH INTEREST FEB.29-MAR.28,2012 1 OF 1 00 0 04342M NM 017 rS THOMAS J TROUTMAN WARREN I TROUTMAN MEDICAL EXPENSES 41 BEARD RD MECHANICSBURG PA 17050 INTEREST EARNED FOR STATEMENT PERIOD 0.35 CARLISLE PIKE INTEREST PAID YEAR TO DATE 1.12 ACCOUNT SUMMARY BEGINNING DEPOSITS & OTHER CURRENT ENDING BALANCE OTHER ADDITIONS CHECKS PAID SUBTRACTIONS INTEREST PD BALANCE NO. AMOUNT NO. AMOUNT NO. AMOUNT 44,767.24 0 0.00 0 0.00 0 0.00 0.36 44,767.60 ACCOUNT ACTIVITY POSTING DEPOSITS,INTtREST CHECKS & OTHER DAILY DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SUBTRACTIONS BALANCE 02-29-12 BEGINNING BALANCE $44,767.24 03-28-12 INTEREST PAYMENT 0.36 44,767.60 ENDING BALANCE $44,767.60 ANNUAL PERCENTAGE YIELD EARNED = 0.00 - WARM UP WITH SPECIAL SAVINGS THIS SPRING AT POPULAR RETAILERS WHEN YOU USE YOUR M&T CHECK CARD OR M&T VISA CREDIT CARD IN STORES, ON THE WEB AND OVER THE PHONE. VISIT MTB.COM/SHOPPING TO TAKE ADVANTAGE OF GREAT DEALS ON SPRING SAVINGS TODAY! © M&TBank ACCOUNT NO. ACCOUNT TYPE' STATEMENT PERIOD PAGE 9846624972 M&T SELECT WITH INTEREST FEB.23-MAR.22,2012 1 OF 1 00 0 04342M NM 086 ESTATE OF WARREN I TROUTMAN THOMAS J TROUTMAN, EXEC 41 BEARD RD MECHANICSBURG PA 17050 INTEREST EARNED FOR STATEMENT PERIOD 1.19 CARLISLE PIKE INTEREST PAID YEAR TO DATE 3.75 ACCOUNT SUMMARY BEGINNING DEPOSTTS & OTHER CURRENT END' BALANCE OTHER ADDITIONS CHECKS PAID SUBTRACTIONS INTEREST PD BALANCE NO. AMOUNT NO. AMOUNT NO. AMOUNT 150,611.34 0 0.00 0 0.00 0 0.00 1.19 150,612.53 ACCOUNT ACTIVITY POSTING DBPQSITS,INTEREST CHECKS & OTHER DAILY DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SUBTRACTLONS BALANCE 02-23-12 BEGINNING BALANCE $150,611.34 03-22-12 INTEREST PAYMENT 1.19 150,612.53 ENDING BALANCE $150,612.53 ANNUAL PERCENTAGE YIELD EARNED = 0.00 $ WARM UP WITH SPECIAL SAVINGS THIS SPRING AT POPULAR RETAILERS WHEN YOU USE YOUR M&T CHECK CARD OR M&T VISA CREDIT CARD IN STORES, ON THE WEB AND OVER THE PHONE. VISIT MTB.COM/SHOPPING TO TAKE ADVANTAGE OF GREAT DEALS ON SPRING SAVINGS TODAY! • SCHEDULE E Explanation TROUTMAN, THOMAS J M&T ACCOUNT: The decedent, Thomas J. TROUTMAN, was the executor of his deceased father's estate [Warren Troutman died 12/15/2007]. Thomas settled Warren's estate in 2008 however he did not close the estate account. Warren's estate account was closed November 24, 2012 with the balance placed in the estate account of Thomas J. Troutman at Metro Bank. My husband was the only child and sole survivor of his father Warren Troutman. Warren was a resident of Berks County, Pennsylvania.