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11-28-12
1505611188 REV-1500 EX(o2-11)(FI) pennsytvarrla OFFICIAL USE ONLY PA Department of Revenue °L"'r"`"f0'"`""" County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280801 Harrisburg, PA 17128-0801 RESIDENT DECEDENT a I l '~L ~ a-c3CP ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY 08 31 2012 02 07 1925 Decedent's Las[ Name Weigel (If Applicable) Enter Surviving Spouse's Information Below Suffix Decedent's Frst Name Marian MI L Spouse's Last Name Suffix Spouse's Frst Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return o 3. Remainder Return (Date of Death Prior to 12-13-82) D 4. Limited Estate D 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate titi~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 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 Nurt~gr Elyse E• Rogers, Esquire 717C6~2 58~ ~' m ~~, ? ~~ ~G15~fE~F WICL'$ USE~II~ 22 ~ yr' - N rnrTt Frst Line of Address f z r*t Z t1) ~ Cb ~ E7 ~ ~ Saidis, Sullivan & Rogers C'a n ~ c~ ~ -n '"Z7 ~ 'tt "1<t -,', ~ Second Line of Address © ~7 N t-- (! 635 North 12th Street, Suite 400 yam'. ~ ~ ~° City or Post Office State ZIP Code DATE [[ ,~~ FILFD Lemoyne PA 17043 Correspondents e-mail address: ef0 ers ssr-attorne s.com Under penalties of perjury,Ideclarethatlhaveexamine t isreturn,includingaccompanyingschedulesandstatements,andtothebestofmyknowledgeandbelief, it is true, correct complete. ecl n of thegrep er therthan personal representative is based an all information of which preparer has any knowledge. SIGNATURE OF RSON ~ J~LE FILIN R TURN DATE PA 1 ti tl/lg IZ ADDRESS 6 5 ort 12th St et Lemoyne, A 17043 PLEASE USE ORIGINAL FORM ONLY 1505611188 Side 1 1505611188 Rev-1500 EX (FI) 1505611288 Decedent's Name: Marian L W e i g e l RECAPITULATION 1. Real Estate (Schedule A) ......................................... 1. 2. Stocks and Bonds (Schedule B) .................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested ...... 7. 8. Total Gross Assets (total Lines 1 through 7) ............................ 8. Slde 2 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 10) .............................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12. 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 t0 Tax (Line 12 minus Line 13) ....................... 14. 1505611288 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 (a)(1.2) x .o0 0 • D 0 is. 16. Amount of Line 14 taxable at lineal rate X .045 5 6 6 ,10 9.01 1 s. 17. Amount of Line 14 taxable at sibling rate X .12 D • D D 17. 18. Amount of Line 14 taxable at collateral rate X .15 D • D D 18. 19. TAX DUE .................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505611288 Decedent's Social Security Number 0.00 D•DO 0.00 0.00 1,059.77 34,665.22 547,047.93 582,772.92 11,452.07 5,211.84 16,663.91 566,109.01 0•DD 566,109.01 0.00 25, 474 •91 0.00 0.00 25,474.91 O Rev-1500 IX (FI) Page 3 Decedent's Complete Address: File Number DECEDENTS NAME Marian L. Wei el STREET'ADDRESS 1105 Musket Lane CITY Mechanicsbur STATE PA ZI P 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Paymerns A. Prior Paymerns 24,201.16 e. Discourn 1.273.75 (1) 25.474.91 Total Credits (A + B) (2) 25,474.91 3. I merest (3> 0.00 4. If Line 2 is greater than Line 1 + Line 3, erner 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, erner the difference. This is the TAX DUE. (5) __ 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING GIUESTIONS 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 irnerest ................................................... ^ d. receive the promise for life of either paymerns, benefits or care? ........................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................... ® ^ 3. Did decedern own an "in trust for" orpayable-upon-death bank account or security at his or her death? .. ^ 4. Did decedern own an individual retirement accourn, annuity or other non-probate property, which cornains 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 peroern [72 P.S. Sect. 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. Sect. 9116(a)(1.1)(ii)]. The statue 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. Sect. 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 peroern, except as noted in [72 P.S. Sect. 9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedern's siblings is 12 percent [72 P.S. Sect. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parern in common with the decedern, whether by blood or adoption. REV-1508 EX+(11-10) ~'i1 Pennsylvania SCHEDULE E UEPApI Mt N'1'bf'Hf~V!Nuf~. CASH, BANK DEPOSITS, & MISC. INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Marian L. Weigel 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. If more space is needed, insert additional sheets of the same size REV -7509 EX+(01-10) Pennsylvania pEPgR'iME7ii QG R4~:Y'zN?J INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Marian L. Weigel If an asset became jointly owned wlihln one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Ronald F. Weigel 1105 Musket Lane I Son Mechanicsburg, PA 17050 B. Linda E. Weigel 1105 Musket Lane Daughter-in-law Mechanicsburg, PA 17050 c. JOINTLY-OWNED PROPERTY: ITEM NUM. LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY. INCLUDENAMEOFFINANCIAL INSTITUTION ANDBANKACCTNUMBERORSIMILARIDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUEOFASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTSINTEREST 1 A 05/2010 2000 Buick Century joint with Decedent's son, 1,600.00 0.000 800.00 Ronald E. Weigel Sale price 2 AB 05/2010 Belco Community Credit Union Savings 105.00 3.333 35.00 Account ID 0001 joint with Decedent's son, Ronald F. Weigel and daughter-in-law, Linda E. Weigel. This account was opened in April 2012 in the names of Decedent, Ronald Weigel and Linda Weigel with funds transferred from Regions Bank account 0140651681 owned jointly between Decedent and Ronald Weigel since May 2010. Linda Weigel's interest ($35.00) is part of her $3,000 exclusion since she became a joint owner within 1 year of Decedent's date of death. 3 AB 05/2010 Belco Community Credit Union Savings 5.00 3.333 1.67 Account I D 0001 joint with Decedent's son, Ronald Weigel and daugther-in-law, Linda Weigel. This account was opened in April 2012 in the names of Decedent, Ronald Weigel and Linda Weigel with funds transferred from Regions Bank account 0140651681 owned jointly between Decedent and Ronald Weigel since May 2010. Linda Weigel's interest Total from continuation Schedule(s) 33,828.55 TOTAL (Also erner on Line s, Recapitulation) ~ 34,665.22 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Marian L. Weigel Schedule F -Jointly-Owned Property Letter Date % of Date of Death Item for Joint Made Date of Death Decd's Value of Num. Tenant Joint Description of Property Value of Asset Interest Decedent's Interest 3 ($1.67) is part of her $3,000 exclusion since she became a joint owner within 1 year of Decedent's date of death. 4 AB 05/2010 Belco Community Credit Union Checking 4,995.00 33.3333 1,665.00 Account ID 0040 joint with Decedent's son, Ronald F. Weigel, and daughter-in-law, Linda E. Weigel. This account was opened in April 2012 in the names of Decedent, Ronald Weigel and Linda Weigel with funds transferred from Regions Bank account 0140651681 owned jointly between Decedent and Ronald Weigel since May 2010. Linda Weigel's interest ($1,665) is part of her $3,000 exclusion since she became a joint owner within 1 year of Decedent's date of death A 05/2010 2/3 of Belco Community Credit Union Checking 44,616.06 50.0000 22,308.03 Account ID 0040 joint with Decedent's son, Ronald F. Weigel and daughter-in-law, Linda E. Weigel. This account was opened in April 2012 in the names of Decedent, Ronald Weigel and Linda with funds transferred from Regions Bank account 0140651681 owned jointly between Decedent and Ronald Weigel since May 2010. 6 A 05/2010 1!3 of Belco Community Credit Union Checking 19,711.04 50.0000 9,855.52 Account ID 0040 joint with Decedent's son, Ronald F. Weigel and daughter-in-law, Linda E. Weigel. This account was opened in April 2012 in the names of Decedent, Ronald Weigel and Linda with funds transferred from Regions Bank account 0140651681 owned jointly between Decedent and Ronald Weigel since May 2010. This gross 1/3 interest of $22,307.70 is reported as $19,711.04 because the remaining portion of Linda Weigel's $3,000 exclusion in the amount of $1,298.33 has been subtracted. The taxable value of $9,855.52 is correct. TOTAL. (Carry forward to main schedule) ...... 33,828.55 REV-1510 EX+(08-09) Pennsylvania Urf~ARI M(~N't C11~ Nf'Vi'NuE INHERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Marian L. Weigel This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, RELATIONSHIP TODECEDENT& DATE OF TRANSFER. ATTACHCOPYOFDEEDFORREALESTATE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1 $15,000 cash gift to Decedent's granddaughter, 15,000.00 100 3,000.00 12,000.00 Leah Lyons 6/9/12 2 $15,000 cash gift to Decedent's granddaughter, 15,000.00 100 3,000.00 12,000.00 Lauren Grawburg 619/12 3 The following assets are titled in the name of 523,047.93 100 0.00 523,047.93 the Fred E. Weigel and Marian L. Weigel Revocable Trust: Hefren Tillotson, Inc Account 6KF-030969 - $476, 584.88 Third Federal Savings & Loan Certificate Account 393026152 - $20,907.99 Third Federal Savings & Loan Certificate Account 393026155 - $25,555.06 TOTAL (Also enter on Line 7, Recapitulation) ~ 547,047.93 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+110-09) ~~ Pennsylvania l~E NAP 1M¢-N7 p1~ Nl,': Vt'NJk INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS -- ESTATE OF FILE NUMBER Marian L. Weigel Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Myers Buhrig Funeral Home 6,468.00 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 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation. ) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. I Probate Fees: 5. I Accountant Fees: 6. ~ Tax Return Preparer Fees: 3,500.00 1,484.07 TOTAL (Also enter on Line 9, Recapitulation) I 11,452.07 If more space is needed, use additional sheets of paper of the same size. l Page 2 Estate of: Marian L. Weigel Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 ACH Deluxe Check 15.25 8 Linda Weigel, reimbursement for shipping charges 46.48 9 Allstate, return September pension check which was deposited into Belco 1,059.46 account on 8/30/12 (prior to Decedent's date of death) 10 Cumberland Law Journal, legal advertising 75.00 11 The Sentinel, legal advertising 157.68 12 Saidis, Sullivan & Rogers, out of pocket expenses 15.20 13 Saidis, Sullivan & Rogers, reserve for out of pocket expenses 100.00 14 Register of Wills, filing fee 15.00 TOTAL. (Carry forward to main schedule) ...... 1,484.07 REV-1512 EX+(12-08) fi; Pennsylvania f ~! Ii4VAFIMVN7Qf PE'VtNJF. •w•~ INHERITANCETAXRETURN RESIDENTDECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Marian L. Weigel Report debts Incurred by decedent prior to death that remained unpaid at the date of death, Including unrefmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 American Express 2,288.15 2 I Patriot News 3 ~ Diamond Pharmacy 4 I Dr. Lorenzo 5 IRS, estimated income tax payment 6 Azizkhan Associates, primary care physician 7 American Express, final payment 8 Diamond Pharmacy 9 Country Meadow 10 Alpha Diagnostics TOTAL (Also enter on Line 10, Recapitulation) If more space is needed, insert additional sheets of the same size. 32.50 155.14 74.70 700.00 39.00 508.22 152.41 1,221.72 40.00 5,211.84 REV -1513 EX+(01-70) Pennsylvania SCHEDULE J INHERITANCETAXRETURN I BENEFICIARIES RESIDENTDECEDENT ESTATE OF: FILE NUMBER: Marian L. Weigel RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY Do Not Llst Tru s OF ESTATE z TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2).] Ronald F. Weigel Son 271,454.50 1105 Musket Lane Mechanicsburg, PA 17050 Leah Lyons Granddaughter 138,860.95 5892 Bayberry Farms Drive, Apt 5 Wyoming, MI 49418 Lauren Grawburg Granddaughter 138,860.95 902 Glen Avenue Mt. Pleasant, MI 48858 Linda E. Weigel Daughter-in-law 16,932.61 1105 Musket Lane Mechanicsburg, PA 17050 ENTE R DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUG H i8 OF REV-1500 COVER SH EET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed, use additional sheets of paper of the same size. - ~. ~:. /v ^:~,` =,~~ ,, lJ ~7,n,: .~~ _~~: - ~; i ~ r,~__ ~~ ~ ~ ~ 1"/ ~~~ ~~~~ ~~ ~ ~~~~~~~~~~ OF MARIAN L. «'EIGEL Law Offices of Saidis Sullivan & Rogers 6.35 North 12th Stree~ Suite 400 Lemoyne. PA 17043 I. MARIAN L. WEIGEL, of Hampden Tov~rnship; Cumberland County.. Penns~-lvania; do mare, publish and declare this to be my Last Vi%ill and Testament; hereby revoking all ~~ills and Codicils by me heretofore made. ITEM I: Family Information. I am a widow, having been married to FRED E. VirEIGEL. I have one living child: RONALD F. V~TEIGEL, and one deceased daughter, who is survived bj% two living children: LEAH M. LZrONS and LAUREI\? E. GRA4~TBURG. Any person born to or adopted by issue of mine is to be included as issue of mine. Provided, however, no adopted person shall benefit under this gill unless the order or decree of adoption is entered before the adopted person attains the age of tv~renty-one (21) years. ITEM II: Death Taxes. I direct, that all inheritance and estate taxes becoming due by reason of my death, whether payable Liy my estate or by any recipient of an~~ proper°ty, shall be paid b~~ the Executor out; of the residue of my estate, as an expense and cost of administration of my estate; except. that no taxes shall be charged against any gift gualif~~ing for the marital or charitable deduction in m5~ estate. The E~:ecutor shall have no duty or obligation to obtain reimbursement j'or any such t,ax so paid, even though on px•oceeds oI' insurance or other pi°opert~% not gassing under this ~~'ill ITEM III: Debts and Fina] Ex»enses. I dig°ect. the Executor to pad- the e}:penses of my last, illness, z~y lcgal]y enforceable debts, and my fune~°al expenses fiom the i°esidue of my estate as an expense and cost, of administration of my estate. Page 1 ~~2/ , ~_ ITE11~i ITT: Tangible Personal Property. (a) ~i'ritten List. I may leave a written list. in my safe deposit box o~° elsewhere disposing of certain items of m5- tangible pei°sonal pr•opert~~. The Executor shall dispose of items. of m~• personal pi°opei"t~y as specified in the. written list. If no uri•itten list is found in m~~ safe: deposit box ol• elsewhere and properly identified by the Executor within thirty (30) da~~s af'ter~ the probate of my t~"ill. it shall be presumed that. the>°e is no other statement. or~ list. Any subsequently discovered list. shall be ignored. (b) To Son. I give all my tangible personal proper°ty not set forth in the written hst. referenced in paragraph (aj, including but not limited to, all of my household furniture and furnishings, books, pictures; jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon to m5- son, ROI~?4LU F. ~~'EIGEL. Law Offices of Saidis Sullivan & Rogers G35 North 72dt Street Suite 400 Lemoyne. 1'A 17043 (c) If Son Predeceases. If I survive my son, I give anS~ property of the type described in pal~•agraph (bj and not set forth in a written list. to my grandchild)°en, STEPHEN M. ~~i~EMEL, MELISSA Vi"EIGEL C~RINNELL, CI-IRISTINE L. CELIS, LEAH M. LZ'Ol~TS and LAUREN E. GRA~~TEUP.G; to Ue divided among them as they shall agree. Should there be no agreement, this property shall be divided among my grandchild°en by the Executor i.n as neat°ly e.qu.al pol°tions as is de,c;nzed pr•aci;ical in the discr•et;ion of the Executor; having due ~°egard to theia° personal prc~fe~°ences. ITEM V; Residue. 1 give the residue of my estate, not disposed of'in the; preceding portions of'thi.s Fill., to the then acting Trustee (s) oj' the FRED E. ~rEIGEL and M. ~RIAh' L. ~~rEIGEL d UIhTT RE~'OC.gBLE AGREEMEI~?T OF TRUST; as amended and ~°estated on the Page 2 ~~ -~~ ry day of ~L~~ ~~ , ~'~~/ ~.; I confirm and 2•atif~- this !agreement oj' Trust. as amended~b5- me from time. to time, in eves°~~ respect. ITEll~I VI: l~clministr~x-tive Powers. In addition to the pouters granted at law.. the Executor shall possess the follouting powers; each of'which shall be construed broadly and ma~• 1_~e e~ez°cised utithou; court approval, but. in a fiduciary capacit~t only: (a) Retain Investments. To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor'. (b) ~'arv Investments. To vary in~testments and to invest, in bonds; stocks, notes, real estate mortgages or• other securities or in other property%; real or personal, without being restricted to so-called "legal in~testments", and without being limited by any statute or rule of law regarding investments by fiduciaries. Law Offices of Saidis Sullivan & Rogers G3~ North 72th 5[ree~ Suite 400 Lemovnc, PA 17043 (c) Division of Assets. In order to divide the principal of zny estate or make distributions, the Executor is authorized to distribute personal property anal real property partly or wholly in 1>ind; and to allocate specific assets amoz7g beneficiaries so long as the total ma.rl~et value of each share is not affected bit the division. distribution or allocation in kind. The. E~:ecutor is authorized to mare.. join in and consummate partitions of'lands, voluntarily oz° involuntarily; including giving of mutual deeds, or other obligations; u=ith as wide powers as an individual owner in fee sim}')le, (d) Sell Assets. To sell either at public o~° private sale any oz° ali z°eal or persona] p~°opert~t severally oz° in conjunction with other persons; and to consummate sale(sj by dee;d(s) or other insti°ument,(s) to the purchaser(s); conveying a fee simple title. No purchaser shall be obligated to see to the application of'the Page 3 %~-~~ .~. purchase money o~° to make. inquii•~~ 121tC~ the v~~lidity of any sale. The Executol° is authorized to make, execute, acknov~~led~Te and deliver deeds; assignments, options or~ other writings as necessa~••v or' convenient. t.o cam- out. the poulez°s conferred upon the Executor. (e) Encumber Rea] Estate. To mortgage real estat;e, and to make leasc;s of real estate. (f) Borrow Mone~~. To borrov~l money from any person, including the Executor; to pay indebtedness of mine or of my estate; expenses of administration or inheritai~ce, legacy, estate and other taxes, and to assign anal pledge assets of my estate. (g) Pav Costs. To pay all costs; taxes, expenses and charges in connection with the administration of m~= estate. (h) Distributions v~Jithout Court. O1°der•. To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate; ~~ith or without court. order, in such manner and. in such amounts as m3~ Executor deems prudent and appropi°iate. (i) Rights as Stockholder. To exercise ~~oting rights with respect to securities which form a part of my estate, anal t;o exec°cise all the powers incident tc> the ownership of securities. Law Offices vi' S aidis Sullivan & ~2oge~s X35 North 12th Soeei Suite 400 Lemoyne, YH ]7043 (j) P,.eo~°~anize. To unite with other owners of'property similar to property in my estate to carry out an3~ plans for the ~°eorganization of any com}:zany whose secui°ii;ies form a part of m~- estat;e. (kj Disclaim. To disclaim any interest in property ~rhi.ch would devolve to me o~° my estate by what,evei° means, incluclin.g but not limited to the following means: as benef~.ciary Page y ~ ^I ,~~, . , under a ~~~ill, as an appointee under the eaei~cise of a power of appointment, as a person entitled to take b~- intestac`-. as. a donee of an inter vi~~os transfer, and as a donee under a thi~•d-party beneficiary contract. (lj Tax Ptieturns. To pre7:~are; execute and file tai; ~°eturns of~ any t~=pe i°equirod b~- applicable la.u=, and to make all tax elections aLitho~•ized bS~ law. (mlj Allocate Expenses. To allocate administrative expenses to income or• to principal, as the Execs ttor deems appropriate. However; no allocation to income shall be made if the effect of'the allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. ~nj Emi~lov Advisors. To employ custodians of property, investment or business advisors; accountants and attorneys as the Executor deems apps°opriate; and to compensate these persons fi om assets of my estate; ~=ithout affecting the compensation to u=hick the Executor is entitled. LaH~ Offices vi' Saidis Sullivan & Rogers G3> Nort6 ] 2th Strcec Suite 400 Lcmotme. PA i704', foj Basis Adiustment. To make any adjustment to basis authorized by law; including; but not limited to increasing the basis of any pl°operty included in my estate; ~rhethei° or not. ~~assing under this V~%ill, by allocating any amount by u=hick the bases of assets may be increased.. The Executor shall be under no duty- and shall not. bc. required to al.locatc basis. iricreasc c~>clusively, primarily, 01° at all to assets which pass as part of my probate estate as opposed to ether property for a=h.ich a basis adjustment. is allowable. The Executor shall allocate basis increase equitably among those beneficiaries receiving property as a result of my death, but shall not be ].iabl.e to any person, nor subject to removal oi° surcharge; foi° any- reasonable allocation of basis increase. Page ~~2~~ (~~j Comt~r°omise Claims. To compromise claims. (qj Other' Acts. To do all other acts in the Executor's judgment, deemed necessar•~' or' desirable for the pr•opcr and advantageous management; investment and distribution of the estate. ITEM VII: Simultaneous Death. Any person uTho has died witliin thirty (30j days of my death, or' under such circumstances that. the order of our deaths cannot. be established by proof', shall be deemed to have predeceased me. ITEM ~%III: Executors. I make the following provisions with respect t.o Executors: (a) Initial Executor. I appoint my son, RONALD F. ~~EIGEL, to serve as Executor. Law Offices of Saidis Sullivan & Rogers 635 Morph 12th Su~ee~ Suite 400 Lemoyne. 1'A 17Uy3 (b) Continent. Executors. In the e~~ent that. m5~ son, RONALD F. ~~%EIGEL, is unable or refuses to serve as Executor; I appoint my daughter-in-law, LII~TDA E. ~~TEIGEL, to serve as E~>ecut.or. In the event that m~- daughter°-in-lavv, LINDA E. ~~%EIGEL, is unable v~° refuses to serve as E~>ecutor; I appoint my granddaughter, TVIELLSSA Vi%EIGEL GRINNELL; to serve as E3>ecutor. In the event, that; my granddaughter, MELISSA «EIGEL GRII~TNELL; is unable or• refuses t,o serve as Executor°; I appoint ELYSE E. P~OGERS to serve as Execut:.oi°. In t;he event; that ELZ'SE E. ROGERS is unable oi° ~°efuscs t.o serve as EXe,CL1t01", then 1 appoint an attorney selected by the la.w firm u-~th whom ELZ'SE E. ROGERS was most. r•eceictly affiliated to wive as agent. (c) Cornrensation. The Executor Shat] have the right t,o receive reasonable compensation for see°vices i°end.e~°ed and reimbursement for reasonable expenses. J ~~~~~, Page G ' -~ (d) Scandal°d of Cai°e. lvo Executor' shall be liable or' accountable f'ui• any loss that ma~~ result. fi°oir~ the good faith e~,ercisc of the authority granted in this ~~'ill. (ej Sec:ur°it~~. The Executar° is specifically relieved from the duty of filing bond or• entering securirz . Law Offices of Sa.idis Sullivan & lZogers G3j North 12th 5treei 5t~~tr you Lemovne. PA 17043 I~~\T ~~%ITI~TESS ~~i'HEREOF~, I have set n~~> hand and sea] to this, my Last ~h"ill and Testament, consisting of this and the preceding six (6j pages, at the end of each page of which I have also set my initials for greater security and better identification this ;~ 7 da~~ of ~u~u 2U i ~.-~ • ~~ ~ ~ ~ ~ ~ ~(~S~EAL j MARIAI~T L. V~rEIGEL ,J «%e, the undersigned, hereby certif`~ that the foregoing ~~'ill was signed; sealed; published and declared by the above-named Testatrix as and for her Last. Till and Testament; in the presence of us, who; at her request and in her presence and in the pr°esencc of each other, have hereunto set. our° hands and seals the day and yeal° first. above written; and we certify that at the time of'the execution thereof. the said Testatrix was of sound and disposing mind and. memory. /~ i /~, /„~~ ~~ /~ -'~'~ ~~; rz%/~ (SEAL) ~ j ` -7 ,_.~ , ~ - r' -._/ Residing at ~~>`7 ~~~~J% l.~l/ll?~~ ~('~ 4a!'i ~~ L~~ 7 ~~~ l ~f D ~~ i Residing at ~~~ --~ . ~~'~Ci %`~~~C~r ~ ~~ / ~~? ~ ~~- i \ ~___/ / a CIi:NO~h'LED GME:!~'T CC~IvZT~ZO~~~~EgLTH OF PENI~~S~'L~~ ~:~TIA j j SS: I, I\/IAP~IAI~T L. ~iTEIGEL; Testati~i~;, ~~hase name is signed to the attached yr foregoing instrument; having been duh~ ciualified according tv law.. dv hereby acknowledge that I signecl and executed the instrument as my Last ~~'ill and Testament; that, 1 signed it. v~~illingly; and that I signed it. as my free and voluntary act. f'or the purposes the>'~ein expressed. ~ I\2~RIAN L. ~~TEIGEL Sv~rorn to and subscribed before me,- this 7`~~da5- of ~ ~~ ~ ~ +~. J Notary Pudic Law Offices of Saidis Sullivan & Rogers G35 Norrh 12th Stree~ Suite 400 Lemoyne, PA 17043 T\~Ly Commission E}>pires: (SE yLj COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J RULE, Notary Public Borough of Lemoyne, Cumberland County My Commission Expires February 3, 2016 ~FPIDA~'IT La~~ Offices vi' Saidis Sullivan & Rogers G35 North 1?th Sueei Suitr 400 Lemoyne. PA ]70y3 C01~2M01~'~fiEALTH OF PEI\TTvTS1'L~' gNI ~ ) ~ j SS: CUU_~~T~ OP (.~~.-~--ii~e~.~~~~.c~--~t7t ) «'e, ~. ~~~/ 51ti~ and ~~~~ the ~~Titnesses whose nain~e~ are signed to the attached oi~ foregoing --~ instrument; being club- qualified. according to law; do depose and sa5~ that ~Te were present and saw Testatrix, NLgP~IAN L. ~'EIGEL, sign and execute the instrument as her Last «'ill and Testament; that Testatrix signed willingly and that she executed said Fill as her flee and voluntary act. for the purposes. thei°ein expressed; that each of us in the hearing and. sight. of'the Testatrix. signed the Vv ill as ~~%itnesses; and that to the best, of oul~ knowledge the Testatrix was at that time eighteen (18j or more veai•s of age. of sound mind and under no constraint or undue influence. ~ , ~ ~. %' ` ' ~ `,~ ~ )~,~ ~ ~ ~ r ~, ,_~~~ rtne ss ~~i~it~a~ ss S~~orn to and subscribed before me,this ~~ l~--da~~ of ~~ ~ ,, I~1ot,ai°~~ Public 1\~~' Commission Expires: (SEAL COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J RULE, Notary Public Borough of Lemoyne, Cumberland County My Commission Expires February 3, 2016 ~~~~~~ AL~~1D~ IE~'.I~ ~°I[y ~.~C1~ID~ FRED E. VVEIGEL AND MARIAl'`T L. WEIGEL REVOCABLE TRUST AMENDED AND RESTATED AGREEMENT OF TRUST made this ~7 day of ~" , 20 ~ ~--, by Marian L. Weigel, of Hampden Tou=nship, Cumberlan County, Pennsylvania; as Grantor, (the "Grantor"), and Ronald F. Weigel as Trustee (the "Trustee") WITNESSETH: WHEREAS, Grantor and her late husband, Fred E. Weigel entered into a Joint Revocable Deed of Trust on February 6, 2009; V~%HEREAS, Grantor affirms her intentions that the unitrust election MADE for the Trust by Ronald F. V4reigel, by document dated May 28; 2010, is revoked, effective January 1, 2012, and by executing this Amended and Restated Agreement of Trust, Trustee does also affirm the revocation of the unitrust election for this Trust; ~~THEREAS, ARTICLE EIGHT (B) of the Deed of Trust reserves the right to Grantor to amend, revoke or otherwise alter the Trust Agreement; and V~~HEREAS, Grantor desires to amend and restate the Deed of Tl°ust in its entirety. NOW, THEREFORE, Grantor hereby amends and restates the FRED E. «TEIGEL and MARIAN L. WEIGEL REVOCABLE TRUST as follows: ARTICLE I: Continuation of Trust. Trustee agrees to continue to hold and administer the property subject to this Trust (the "Trust Property") and any additions to the Trust Property, which may be described on Schedule "A" to this Agreement, as Trustee, IN TRUST NEVERTHELESS, for the uses and purposes set forth in this Agreement. ARTICLE II: Family Information. Grantor is a widow, having been married to FRED E. ~IEIGEL. Grantor has one living child: RONALD F. WEIGEL, and one deceased daughter, who is survived by two living children: LEAH M. LYONS and LAUREN E. GRAWBURG. Any person born to or adopted by issue of Grantor is to be included as issue of Grantor. Provided, no adopted person shall benefit under this Agreement unless the order or decree of adoption is entered before the adopted person attains the age of twenty-one (21) years. ARTICLE III: During Grantor's Lifetime. During the lifetime of Grantor: (a) Income to Grantor. Trustee shall manage and invest the Trust, collect the income and pay over to Grantor so much of the net income as Grantor requests from time to time. Income not distributed shall accumulate and be added to principal. (b) Income for Needs. Trustee may also upend so much of the net income of the Trust as may be necessary and/or advisable in order to provide support and maintenance, including health care, hospital, nursing and nursing home care for the Grantor. -2- (c) Unlimited Principal to Grantor. During the lifetime of Grantor; Trustee shall pay to Grantor so much, even if all, of the principal of the Trust as Grantor may from time to time request in v~~riting. (d) Principal for Needs. Trustee maS~ also expend so much of the principal of the Trust as may be necessar~T and/or advisable to supplement Grantor's income in order to provide support and maintenance, including health care, hospital, nursing and nursing home care for the Grantor. ARTICLE IV: Death of Grantor. Upon and after the death of Grantor: (a) Pavments to Estate. Trustee shall pay over to the Executor of Grantor's estate so much of the principal as shall be required to pay all specific bequests provided in Grantor's VS~ill and inheritance and estate taxes, funeral and administration costs which may be incurred v~~ith respect to Grantor's estate. (b) Distribution of Remaining Assets. Thereafter, the Trustee shall distribute the remaining assets of the Trust as follows: (i) For Ronald F. V~~ei~el. FIFTY (5U%) PERCENT to Grantor's son, ROhTALD F. V~TEIGEL, if he survives Grantor. If he does not sw°vive Grantor; this share shall be distributed to his then living issue, per stirpes. If' he is not survived by any then living issue, then this share shall be -3- distributed to Grantor's then living issue, per stirpes; and (ii) For Leah M. Lyons and Lauren E. Grawbur~. FIFTY (50%) PERCENT shall be distributed in equal parts to Grantor's granddaughter, LEAH M. LYONS and LAUREN E. GRAVVBURG. If either does not survive Grantor, her share shall be distributed to her then living issue, per stirpes. If she is not survived by then living issue, her share shall be distributed to the then living issue, per stirpes of Grantor's daughter, BETH ANN GRAVVBURG, or, if she is not survived by any then living issue, to Grantor's then living issue, per stirpes. However, if any Beneficiary has not attained the age of twenty-five (25) years at the time of distribution, the Trustee shall continue to hold the share for that issue as Custodian under the Pennsylvania Uniform Transfers to Minors Act for the benefit of that issue. ARTICLE V: Additions to Trust. Grantor, or any other person, fiom time to time, with the consent of Trustee, may make insurance policies on the life of Grantor subject to the terms of this Agreement, or give or otherwise transfer any other property, real, personal or mixed, to Trustee, to be administered and distributed in accordance with the provisions of this Agreement. ARTICLE VI: Spendthrift Clause. No part of the income or principal of the property held under any Trust created under this Agreement shall be subject to attachment, levy or seizure by any creditor, -4- spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to actual receipt by the beneficiary of the income and/or the principal. Trustee shall pay the net income and the principal to the beneficiaries specified in this Agreement, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by anj= beneficiary, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against. the beneficiary . ARTICLE ~%II: Administrative Provisions. Trustee shall possess, among others, the following powers, each of which shall be construed broadly and may be exercised without court approval, but in a fiduciary capacity only: (a) Retain Investments. To retain any investments Grantor has at his death, including specifically those consisting of stock of any bank even if Grantor has named that bank as the Trustee. (b) Vary Investments. To vary investments and to invest in such bonds, stocks, notes, real estate mortgages or securities or in such other property, real or personal, without being restricted to so-called "legal investments," and without being limited to any statute or rule of law i°egarding investments by fiduciaries. An institutional Trustee shall have the power to invest in and vote securities w=ith the management of mutual funds affiliated with that Trustee. (cl Division of Assets. In order to divide the principal of a Trust, or for any other purpose, including final distributions, Trustee is authorized to divide and distribute personal property and real property partly or wholly in kind, and to allocate specific -5- assets among beneficiaries and Trusts created hereunder so long as the total market value of any share is not. affected by the division, distribution or allocation in kind. The Trustee is authorized to make, join in and consummate partitions of lands, voluntarily- or involuntarily, including giving of mutual deeds or other obligations, with as wide powers as an individual owner in fee simple. (d) Sell Assets. To sell either at public or private sale any or all real or personal property severally or in conjunction v~~ith other persons, and to consummate said sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money, or to make inquiry into the validity of sale(s). The Trustee is authorized to make, execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to carry out the powers conferred upon Trustee. (e) Encumber Real Estate. To mortgage real estate, and to make leases of real estate. (f) Borrow Mone~T. To borrow money fi om any person, including Trustee, to pay indebtedness of a Trust and taxes, and to assign and pledge assets of Grantor's estate or any Trust therefor. (g) Pa~~ Costs. To pay all costs, taxes, expenses and charges in connection with. the administration of a Trust, including a reasonable compensation to agents. -6- (h) Distributions v=ithout. Court Order. To make distributions of income and of principal to the proper beneficiaries; with or without court order, in such manner and in such amounts as the Trustee deems prudent. and appropriate. (i) Vote Stock. To exercise voting rights with respect to securities ~=hich form a part of any Trust established under this Agreement, and to exercise all the powers incident. to the ownership of securities. (j) Reorganize. To unite ~=ith other owners of property similar to property subject to this Agreement to carry out plans for the reorganization of any company whose securities are subject. to this Agreement. (k) Disclaim. To disclaim any interest in property ~=hich would devolve to Grantor or these Trusts by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and. as a donee under a third-party beneficiary= contract. (1) Tax Returns. To prepare, execute and file tax returns of any type required. by applicable law, and to make all tax elections authorized by law. (m) Emx~loy Ads=isors. To employ custodians of property, investment or business advisors, accountants and attorneys Trustee deems appropriate; and. to compensate these persons from assets of any Trust under this Agreement, ~=ithout affecting -7- the compensation to which the Trustee is entitled. The power to employ under this provision shall be deemed to include the power to engage the services of entities affiliated with a Trustee. (n) Divide Trusts. To divide any Trust into two or more separate Trusts so that the inclusion. ratio for purposes of the generation-skipping transfer tax shall be either zero or one, in or•der• that an election under Section 2652(a)(3) of the Internal Revenue Code maS= be made with respect to one of the separate Trusts, oi• for any other reason. (o) Allocate Expenses. To allocate administrative expenses to income or to principal, as the Trustee deems appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. (p) Retain Insurance. To retain and to purchase insurance and/or annuity contracts on or for the life of any beneficiary or any person in which a beneficiary has an insurable interest, and to pay the premiums from assets of this Trust. (q) To Purchase Assets. To purchase assets from, or make loans to, the estate of the Grantor. All assets must be purchased at fair market values at the time of purchase. Any loan must be adequately secured and must bear interest at a rate prevailing at the time of the loan. The Trustee shall incur no liability for purchasing assets from the estate of the Grantor, even if the property is not the kind in which Trustee is authorized by law to invest trust funds. -8- (r) Terminate Trust. To terminate any trust, if in the opinion of the Trustee, the expense of administration of the trust is not justified. Upon termination, the Trustee shall distribute the trust property to the person(s) then entitled to receive or have the benefit of the income therefi om. If there is more than one current income beneficiary, the Trustee shall distribute trust assets to the income beneficiaries in the proportion in which they receive income, or if no proportion is designated, in equal shares to the income beneficiaries. This power may only be exercised by a Trustee who is an independent Trustee, and this power shall be ineffective to the extent that the effect of the power is to vest in any Trustee or beneficiary a general power of appointment. (s) Other Acts. To do all other acts in its judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the Trusts. ARTICLE VIII: Pavment, on Behalf of BeneficiarS=. The Trustee is authorized to distribute principal and/or income in any one or more of the following ways if the Trustee, in the discretion of the Trustee, considers the beneficiary unable to app15= distributions to the beneficiary's ova=n best interests, or if the beneficiary is under a legal disability: (a) To Beneficiary. Directly to the beneficiary=; (b) To Guardian or Conservator. To the legal guardian or conservator of such beneficiary; (c) To Custodian. To the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania -9- Uniform Transfers to Minors Act as to a beneficiary under the age of twenty-five (25) years; (d) To a Relative. To a relative of the beneficiary=, to be upended by that relative for the benefit. of the beneficiary; or (e) Direct Expenditure. By directl3~ applying distributions for the benefit of the beneficiary. ARTICLE I~: Accountings. The Trustee, on an annual basis, shall provide each income beneficiary who has attained the age of eighteen (18) years, and the Guardian of'the person of any income beneficiary who has not attained the age of eighteen (18) years, statements showing transactions in each Trust established for the benefit of that beneficiary. The beneficiary, ox' the Guardian of the person of that beneficiary, may waive this right to receive an annual accounting. The Trustee may, at any time, settle any account, or questions concerning the administration of any Trust established hereunder, by agreement with the then qualified beneficiaries (as defined in the PennsS~lvania Uniform Trust Act) of the Trust, if legally competent, or if not legally competent, in the Trustee's discretion, then with the Guardian of the person of such beneficiary, the legally competent spouse of such beneficiary, or the oldest legally competent relative of such beneficiary who v~ould take a portion of the estate of the beneficiary v~~ere the beneficiary to die at that time intestate under the laws of the Commonwealth of Pennsylvania. Any agr Bement made hereunder shall bind all. persons who may ever have an interest in such Trust, and shall constitute a release and discharge of the Trustee with respect to transactions disclosed in said Agreement. Nothing herein. shall be construed. to preclude the Trustee from seeking a judicial settlement of any account. -]0- ARTICLE ~: Survival. Any person who shall have died at the same time as Grantor, ox• under such circumstances that the order of deaths cannot be established by proof, or within thirty (30j days of Grantor's death, shall be deemed to have predeceased Grantor. Any person (other than Grantor) who shall have died at the same time as any then recipient. of income or under such circumstances that the order of deaths cannot be established b~~ proof, shall be deemed to have predeceased that beneficiary. ARTICLE ~I: Revocability. This Agreement of Trust is revocable, and may be modified or amended by written instrument executed by Grantor and delivered to Trustee. ARTICLE III: Trustees. Grantor makes the follouTing provisions with respect to Trustees: (a) At~pointment of Co-Trustee and Successor Trustee. Each person serving as a sole Trustee shall have the power to appoint a Co-Trustee. Each Trustee shall have the power to appoint his or her successor in office. (b) Complete Vacancy in Office. In the event of a complete vacancy in the office of Trustee, Grantor appoints her daughter-in-law, LIhTDA E. ~~TEIGEL, to serve as Trustee. Tn the event of her death, inability, or refusal to serve as Trustee; Grantor appoints her granddaughter, MELISSA VVEIGEL GRINNELL, to serve as Trustee. In the event of her death, inability, or refusal to serve as Trustee, Grantor appoints ELZ'SE E. ROGERS to serve as Trustee. In the event of her death, inability, or refusal to serve as Trustee, Grantor appoints an attorney selected by the la~T firm with whom EI~Z'SE E. ROGERS was most recently affiliated to serve as Trustee. (c) Removal of Trustee. Any Co-Trustee appointed by a Trustee may be removed by that Trustee, (d1 Method of Appointment and Removal. Each appointment or removal of a Trustee shall be in v~~riting and delivered to the Trustee being appointed or removed, to all other Trustees then in office and to each current beneficiary of the Trust (as that term is defined in the Pennsylvania Uniform Trust Act). The written instrument shall be signed by the person having the power to make the appointment or z emoval. (e) Temporary Trustee. Each Trustee shall have the power to designate a temporary Trustee by an instrument in writing delivered to such temporary Trustee. The temporary Trustee shall serve as such only during the legal incapacity of the appointing Trustee, or, during such period of time as the appointing Trustee in writing designates, and upon the expiration of that time, or at such time as the legal incapacity of the appointing Trustee ceases, the appointing Trustee shall once again become the Trustee. (f) Dele a~ tion. Any Trustee may delegate investment and related management functions to another Trustee, provided the other Trustee accepts the delegation in writing. To the extent accepted, the delegating Trustee shall be relieved of responsibility for the investment decisions of the Trustee to whom. investment and related management functions were delegated. -12- {g) Resignation. Any Trustee may resign upon ninety (90) days written notice to the then income beneficiary and each adult sui juris remainder beneficiary of the Trust; provided, however, that the resignation shall. not become effective until and unless at least one person is then. serving as Trustee of the affected Trust. (h) Responsibility. No Trustee shall be responsible for the acts or omissions of any other Trustee. (i) Standard of Care. The Trustee shall not be liable or accountable for any loss that may result from the good faith exercise of the authority granted in this Agreement. This shall specifically include decisions of the Trustee ~=ith respect to discretionary distributions of income and/or principal to any beneficiary. (j) Duty to Investigate. In the absence of actual knowledge of a breach of trust, or information concerning a possible breach of trust that would cause a reasonable person to inquire, a successor Trustee is under no duty to examine the accounts and records of any predecessor Trustee, or to inquire into the acts or omissions of such predecessor, is not liable for any failure to seek redress for any act or omission of such predecessor, shall have responsibility only for property which is actually delivered to such successor by such predecessor and shal] have all of the powers conferred upon a Trustee hereunder. (k) Comi~ensation. The Trustee shall have the right to receive reasonable compensation for services rendered and reimbursement f'or reasonable expenses. -13- (1) Securitv. The Trustee is specifically- relieved fiom the duty of filing bond or entering security. ARTICLE .III: Situs. The initial situs of this Trust. was Pinellas County, Florida. Grantor is now a resident of the Commonwealth of Pennsylvania and the situs of this Trust shall be Cumberland CountS~, PennsS~lvania. The Trustee may determine, from time to time, to change the sites of any Trust established under this Agreement. However, no change in sites shall be effective until written notice shall have been provided to the income beneficiary of the Trust. IhT WITNESS WHEREOF, Marian L. Weigel has hereunto offered her hand and seal as Grantor and Trustee on the day and year first above written. GRANTOR: ~ • 1LC L) Marian L. Weigel ' ~ Tit' es~ Ronald F. Weigel _ ~ Witn s (SEAL) -14- AFFIDA~%IT COMMONUTEALTH OF PENNSYL~rANIA ~ : ss. COUNTY OF ~ ~ --~ VVe, J II and ~ ~ , the V~'itnesses whose ames are signed to the attache or foregoing _ mended and Restated F,,evocable Agreement of Trust, being duly qualified according to law, do depose and say that we were present and saw Grantor, Marian L. Weigel, sign and execute the Amended and Restated Revocable Agreement. of Trust, that he signed willingly and that he executed said Amended and Restated Revocable Agreement of Trust as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Grantor signed the Amended and Restated Revocable Agreement of Trust as Witnesses; and that to the best of our knowledge Grantor was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ,~ VAT' Hess itn s Sworn to and subscribe, before me this ;~~~ day of 201 ~~~ Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J RULE, Notary Public Borough of Lemoyne, Cumberland County My Commission Expires February 3, 2016 -15- COMMONUTEALTH OF PENNSITLVAI~TIA ~~,~~ ~ SS: COUI~TT~' OF ~•~~~-~-~j--~'~~ On this, thev~TA`day of ~ , 20 ~~ ,before me, a Notary Public, the undersigned officer, perso ally appeared Marian L. Weigel, known to me (or satisfactorily proven) to be the person ~~hose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS V~THEREOF, I hereunto set my hand and notarial seal. r 1LL~ Notary Public My Commission Expires: (SEAL) COMMONWEAL'r'~'~ OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J RULE, Notary Public Borough of Lemoyne, Cumberland County M Commission Expires Februa 3, 2018 FRED E. VVEIGEL AND MARIAN L. WEIGEL REVOCABLE TRUST SCHEDULE "A" N r r r O O O O N O O ~ CO I~ CO r !~ O N CO cp !O ~ ~ ~ ~ ~ 69 Ef3 ER d9~ ~ O O O ~ 0 O O O O Q1 ~ O O O O O O . ° ° ° r 3 o o o O o ~ i N N N CO O r r r N M r r J 69 6R ~} H9~ 4i} O O O Q1 Q7 N C O O 0 O 0 A O 0 0 0 0 J N N N CO 00 r r r N ~"~ J r r E~ 69 Efl d~} EA r r r r CO CD CD t0 d O M M M M ~ ~ O O O O tp CO c0 cC r r r r J EA (f} bF} ER O r r r O O O CO CO cD OO O . ~ ~ ti ti O ti ~ ~ ~j CO t` 1~ M r d t ~ N N V (~ Ef} 63 EA Ef} EA C ~ ~ ~ 0) 0) ~ ~ ~ O H ~ ~ ~ ~ C O O O O 07 f~ i~ N ~'- M M M N ~ O 0 O 0 r CO 'CI' d' ~ ,+ ~' ~ ~ ~t N CO '~ ~ .. M L d~ ~ r M ~ ~- 0 CO ti ti C ~ H H ca ~ ~ ~"' {O,, . ~ 64 63 Ef} 69 69 d} 6F} H ~ ~ 0) a ~ ~ = H N " C O ~ O ~ C ~ .~ C cfl ~ ~ N ~ ~ m r M O O _ `~ >' '~ ~ ~ ~ ~ N Q '''' 0) Q ~ C N ~ eo d- v vs O d O d'>_ ~ ~ o a Q cn a w ~i u= c~ C~ ~- o = _ t- z o v~ MOTOR VEHtCIE PURCHASE AGREEMENT/BILL OF SALE OBI THE ~~ ~L~~ ~ CARS AND TRUCKS 1100 E. MARKET ST., YORK, PA 17403 ~-^ ~717~ 848 2858 ` ~~2.~-~-t~ 1'y"G1/.x~" STREET t CfTY. STATE` nW ZIP ~~ '~, ~ ~~~ ~i? ~ ~ C..~.. `',.Y'om'. ~~,~c...~ P~FiONE -HOME X12....' f'~.1~-P~ l_ PFIONE -WORK -"'""""'""'"~.. DATE DESCRIPTION PURCHASE DESCRIPTION OF TRADE-IN / YEM MAKE MOOEL MAKE /" BODY TYPE C~OR fWLEAgE BODY TYPE MIRAGE VEHICLE VB! I OR SERUIL • _ ~J t VEHICLE VtN I OR SEWAL TITLE • SALESPERSON STDC!(I TRLE • --~ _. ~: ~~~ 1 `1 ~=-~ ~~~ ~~-~-b 1 UENMOLDER'S NAME AND ADDRESS 1 F; U ER'8 NAME ANO ADDRE60 \ , SETTLEMENT SOLD AS IS CASH PRICE OF VEHICLE j I hereby make this purchase knowingly without LESS NET TRADE ALLOWANCE a< any guarantee, expressed or implied, by this DIFFERENCE AFTER TRADE ALLOWANCE j dealer or his agent. ( B ' i iti if l li bl SALES TAX j ) uyer s n a s ( app ca e) TR1E PEE j SEE BUYEA'S GUIDE FOR COMPLETE WARRANTY INFO TAGS j . Blry« aalagwbdper Sul INh 'o"""'"I inelutlN a a fu tenor .na a«wuons p.n.nirq to ar. e w n B pp~~ MESSENGER SERVICE. ODCUMENT PREP. j o a rr +....+ w. teYue «nn+w ar» p~M °` P~ a eny land I~bef ar wMe.nl wij be uooanzed. upon a+Y«p~gNlrfws~pn«n~M.YapRaMaMfAepo~pmgp~,wnb~s lipuidetea ate. TM Wy« iefeeN M/MB q a IpU epe ene BaMrgwNapq wrM nowq a • 70TAL CASH PRICE j ;> > aePl' DI tie BpuemNx. Hal relltl un180 Booepte0 by Aulhontetl Re ~ ~ LESS OEPOSiTS j BUYER'S SIGNATURE: X i BALANCE DUE ON DELIVERY j SALESPERSON DATE BALANCE RECEIVED CASH BALANCE RECENED BY CHECK I CurtH AacnowLEDGiES REGE7PT OF A COPY OF THIS BILL ~ SALE DEALPR ACCEPTANCE X REMARKS _,~.. ? S THANK YOU! BELCQ CO~YlMUNI'1'Y CREDI"I. UNIbJ1 449 Eisenhower BtvCi Harrisburg, PA 17111 RETURN SERVICE REQUESTED 352003615 1 1/2 UNQ 09-02-12 SD 111111'1111'1"lll'1'l~lll~llll~l~l~lllllllllllll"ll'llllll""' MARIAN L WEIGEL - 1105 MUSKET LN MECHANICSBURG PA 17050 Your Account Balances as of 08/31 Savings ID 0001 $105.00 Checking ID 0040 66,923.76 Account Balance Total $67,028.76 Total-Dividends Paid Year-To-Date____,_._ $34.25 _---- -- ~ Joint Owner: RONALD F WEIGEL;LINDA E WEIGEL'~~ Statement of Account Member Number 87 Statement For 08/01/2 12 - 08/31/2012 Page 1 of 2 Member Level Smart Money It pays to tell a friend about Belco! Every time you refer a friend who becomes a Belco member, we would like to thank you with $25 FOR YOU AND $25 FOR THEM! There's no limit to how much you can earn, so start talking...to friends, relatives, neighbors, and co-workers. Ask for a supply of referral coupons at any branch, and have your friend take it along when they open their account. You can also print referral forms online at http://www. belco.org/Referafriend.aspx. Start spreading the word about Belco and earn some extra cash! Need a Loan? Call (717) 232-3526 or apply online www.belco.org ~ ~ ~ ~ Beginning Balance $5.00 2 Total Deposits for 100.25 08/14 0.25- 4.75 1 Total Withdrawals for Ending Balance $105.00 WlthdraWaF Bdl IngUlry Fee INQ WEGMANS WFM#45 6416 CARLISLE: PIKE MECHANICSB P 08/14 0.25 5.00 URG A CROl Deposit Transfer From Share 0040 APpiy to Neg Bat 08/22 100..00.. 105.00 Deposit Home Banking Transfer From Share 0040 ~ ~ ~ Beginning Balance $90,236.63 Total Dividends Paid Year-To-Date $34.25 5 Total Deposits for 3,323.46 16 Total Withdrawals for _ APY earned 0.050% from 08/01/2012 through 08/31/2012 based on Avq Dailv Bal of $70 493 46 Ending Balance $66,923 7 Posting Transaction Balance Transaction Description '~ 0$/01 $1;047:00 $91,283.63 DepOSlt ACH US TREASURY 303 TYPE: XXSOC SEC ID: 3031036030 CO. US TREASURY 303 08/01 498.47- 90,785.16 , Withdrawal ACH AMEX EPayment TYPE: ACH PMT ID: ooosoooo4o co: AMEx EPayment U8/01 25:00- 90,760.16 Check 001027 - 08/06 15,000.00- 75,760.16 Withdrawal Home Banking Transfer To wEIGEL,uNDA E ~ooooooocxx snare o040 Eff. Date 08/05 08/06 4,75Q.00- 71,010.16 Withdrawal ACH AMEX.EPayment TYPE: ACH'~PMT IDt'0005000008 C0: AMEX EP me 08/09 176.63- 70,833.53 ay nt Check 001029 08/13 136.68- 70,696.85 Withdrawal Debit Card'SIGNATURE DEBIT MercH. Post: 0$/12 CADDY SHACK MECHANICSBUR G PA ref, 24801632226207000000042 08/14 500.00- 70,196.85 Check 001028 08/14 0.25- 70,196.60 WithdrdWal$aI IflgUlry Fee INQ WEGMANS WFM#45 6416 CARLISLE PIKE MECHANICSBURG PA CR010697 0$/14 301.00- 69,895.60 WlthdraWdl at ATM #000802595900 WEGMANS WFM#45 6416 CARLISLE PIKE MECHANICSBURG PA CR0 08/14 0.25- 69;895.35 10697 INithdravval Transfer To Share 0001 ApPiy to Neg Bal 08/15 4,920.50- 64,974.85 Withdrawal ACH COUNTRY MEADOWS TYPE: RES0812ACH ID: A232362679 CO: COUNTRY MEADOWS 08/15 18.37- :64;956:48 -Check 001030 08/16 167.00 65,123.48 Deposit by Check 08/.22 100.00- 65;023.48 `Withdrawal Home Banking Transfer To-Share'0001 08/22 100.35- 64,923.13 Check 001031 08/27: 106.83- 64,816.30 1Nithdrawal Debit Card SIGNATURE DEBIT,Merch.-Post: 08/25 CANESGALORE INC80D 34 . - 6-6400 VA ref. 24110392239010000434415 Eff. Date 013/26 08/28 2.00- 64,814.30 Withdrawal Debit Card SIGNATURE DEBIT Merch. Post: 08/28 THE PATRIOT-NEWS EZ PAY 08/29 1;047;00 6$,861.30 717-255-8150 PA ref. 24610432241004054017619 DepoSlt ACH US TREASURY`.303"TYPE: xXSOC:SEC ID::3031036030 CO:,US TREASURY 303 08/30 1,059.46 66,920.76 DepO51t ACH ALLSTATE LIFE IN TYPE: INSURANCE ID: 1246826561 CO: ALLSTATE LIFE IN 08/31' - 3:00 66,923.76 Deposit Dividend .0:050% - r'nn*ini ~crl nn novt nano ' ~ BEL.~Q CUMMUNi"i'1' CREDI'( l}NIOh' 449 Eisenhovuer Blvd Harrisburg, PA 17111 RETURN SERVICE REQUESTED 352022900 1 111 UND 09-02-12 SD ~~~IIII-l~! =~1!~I!ll~l!'!1111111'llll'll'll'llllll Illllll'I~Illll 'l MARIAN L WEIGEL ' ~ RONALD F WEIGEL_. ,-~`~ 929 GILLESPTE-DRIVE PALM HARBOR FL 34684 Your Account Balances as of 08/31 Savings ID 0001 $5.00 Checking ID 0040 4,995.00 Account Balance Total $5,000.00 To~aLDividends_P_aid Year-To-Date $0.00 Joint Owner: LINDA E 1NEICEL~ Statement of Account Member Number x~oo 86 Statement For 08/01/2012 - 08/31/2012 Page 1 of 1 Member Level Savvy Money It pays to tell a friend about Belco! Every time you refer a friend who becomes a Belco member, we would like to thank you with $25 FOR YOU AND $25 FOR THEM! There's no limit to how much you can eam, so start talking...to friends, relatives, neighbors, and co-workers. Ask for a supply of referral coupons at any branch, and have your friend take it along when they open their account. You can also print referral forms online at http://www. belco.org/Referafriend.aspx. Start spreading the word about Belco and earn some extra cash! Need a Loan? Call (717) 232-3526 or apply online www.belco.org ~ 11 Beginning Balance $5.00 0 Total Deposits for 0.00 0 Total Withdrawals for 0.00 Ending Balance ~ .0 • ~ Beginning Balance $4,995.00 0 Total Deposits for 0.00 0 Total Withdrawals for 0.00 Ending Balance X4,995.00 yoscing Transaction Balance Transaction Description ~~ Overdraft Fees M-T-D Y-T-D Share-0040 Total Return Item Fees 0.00 0.00 Share-0040 Total Overdraft Fees 0.00 0.00 Thon4 ~inii fnr ~in~~r momhorchin U ~ z 'N~ 0 N '~` ~ac~~ zx N° ~~~~ ~~,~~~ ~m~~~ ~~a M o aMo ~ ~ N ~ d ~ CO 1~ .!! N~~ ~ w N O N M O N v ~ ~... ~ O Ri C7 r ~ ~ 0 0 ~ ` ~ ~ _ (~ 0 ~~ O L ~° ~ C ~ ~ •° C c ~ V ~a ~ aa Q Z C rr ~~ r ~ ~ ~ E 3 d c~ O ~; of p ay> °° ~ ~ i--~ O z o cv ¢Q o ¢~w w ,~ Q~~ ~ WWa QFw¢C7 rw~w~Lw~ r ~ ~tiw~~ W'~Q~4 Qc~zo~ W r1 67 C V C a d VJ W a.; L h ~ _ a~ is ~w o •= W T ~~~ ~~~ L yyj ~ ~ N ~,~ ~, o m _~ ~ t`d to ea O+ s ~ y°-' duo a 0 ~~ =o U y d C d L G ~ OL C C ~ O y U 3 t~O L.. ~ d U yt tO y O ~ p ~ y d C L U y = d U N QLO. de0 C o e p O O ~ CD ~ 0 a ~ ao o rn 07 O N ~ N ODD ~ ~ y 07 M oD r N ~ ~ !h ~ ~_ ~t 6 rn ~ u N O p rn ~ e CO L[ N ~ h 0 Q ~, 0 U 0 ~o= C L1 R U Li ~ i M o ! N _~ N ~' N eO C O v a Estate Valuation Date of Death: 08/31/2012 Valuation Date: 08/31/2012 Processing Date: 09/27/2012 Shares Security or Par Description High/Ask. Low/Bid 1) 25000 PENNSYLVANIA HSG FIN AGY SINGL (708796WM5) Financial Times Interactive Data DTD: 10/19/2010 Mat: 10/01/2025 4.125$ Estate of: Estate of Marian Weigel Account: Hefren-Tillotson, Inc. Report Type: Date of Death Number of Securities: 5 File ID: Weigel, Marian Estate Mean and/or Div and Int Security Adjustments Accruals Value 08/31/2012 105.55600 Mkt 105.556000 Int: 09/01/2012 to 08/31/2012 2) 6165.379 AMERICAN HIGH-INCOME MUN BD FD (026595900) CL F-1 Mutual Fund (as quoted by NASDAQ) 08/31/2012 15.18000 Mkt 15.180000 3) 17392.155 AMERICAN HIGH-INCOME MUN BD FD (026595608) SHS CL F-2 Mutual Fund (as quoted by NASDAQ) 08/31/2012 15.16000 Mkt 15.160000 9) 5159.225 AMERICAN HIGH INCOME TR (026597406) CL F-1 Mutual Fund (as quoted by NASDAQ) 08/31/2012 11.10000 Mkt 11.100000 5) 696.22 CAPITAL INCOME BLDR FD (190193400) CL F-1 Mutual Fund (as quoted by NASDAQ) 08/31/2012 52.66000 Mkt 52.660000 Total Value: Total Accrual: Total: $975,663.90 26,389.00 429.69 93,590.95 269,012.91 57,211.90 39,029.95 5975,239.21 5929.69 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7,1.0) c1~Fe SAVINGS & LOAN September 17, 2012 Saidis, Sullivan & Rogers Attn: Elyse E. Rogers, Esq. 635 N. 12Th St., Ste. 400 Lemoyne, PA 17043 t'~' ~ !=" Ei:.''.i.° Of ~r~.,~wricl: i L tiTJ ~It~. l~'. SSN: xxx-xx-3734 DOD: 08/31 /2012 Dear Attorney Rogers: in response to your letter dated September 12, 2012 regarding the Estate of Marian L Weigel, please be advised that we have located (2) accounts: Certificate Account,Na:.3930261,52 (Account -Closed: 0,9/10/20.12) . , ,- Name of Accounf Holder(s): Mariari 1/Veigel; Grt; Fred ~E &.Marian L Weigel Rev Tru, Tst; Ronald F Weigel, Trs DOD Balance: $ 20,732.05 (does not include earned interest but unpaid as of DOD) Interest earned but unpaid as of DOD $ 175.94 Certificate Account No: 393026155 (Account Closed: 09/10/2012) Name of Account Holder(s): Marian Weigel, Grt; Fred E & Marian L Weigel Rev Tru, Tst; Ronald F Weigel, Trs DOD Balance: $ 25,406.37 (does not include earned interest but unpaid as of DOD) Interest earned but unpaid as of DUU: $ 148.69 Third Federal does not offer safety deposit boxes. If .you. have any questions regarding the. above .informafian, ,please contact me at 21 f- 429-5155. ' M e m b e r Third Federal, 7007 Broadwa}~ Avenue, Cleveland, Ohio 447 OS ' ~D'~ ~ ~ LENDER 27Cr429-5000 • 1-800-TTIIItD-FED awa~.thirdfederal.com