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HomeMy WebLinkAbout01-30-13 (3) 1 e 15056051058 REV-1 500 a (~5) OFFIDUL tl.E ONLY PA DeparanNWRewnw CwNycea. Yar FgtNwib- Buaeuo141dNiWNlTaxee INHERITANCE TAX RETURN PO BWf 223080, ~ ~ ~ a - s~ nv*aog, PA1Tt26-080t RESIDENT DECEDENT Sodel Ssaully Number Date or Dsatll Data of BIM Deoedenl's Last Name Sulflx DeoedeM's First Name MI Beck John (N Appllabu) ErNer aurvhring Spouse's Inunnatlon ReIOW Spouse's Last Name Sufllx Spouse's flrol Name MI Spouse's Soda! 3awrny Number FILL IN APPROPRUITE OVALS BELOW THIS RETURN NUBT SE FILED tN DUPLICATE WITH THE REGISTER OF WILLS Op 1.Odgrd Ratum O 2. SuppNmsnul RaNm O 3. Ramelnder Reaun (data of dsatll prrr m 12.1322) O 4. L1miIW EWU O 4a. FuWro IMwaR Carnpromrs (deU of O ti. FadeN EaUU lYx Retum Requlrod MYm agar 12.1222) OD D. Decadent Wad Teeter O 7. Decedent MaNrM-e a LMng 7nnR OD_ Q Taul Nmnbar o(9ate Deposit Boxy (NUN Copy d W81) (NrN Copy of TnNI) O 9. LN(gaEsn PrxvWe ReaMd O 10. SpwaW Poorly CrMI (der of desN O 11. EledUn m 4x under See. 9113(A) berrom tzat2l and t-1.88) (NUN sdt. o) CORRESPONDENT - iMt 8ECT10N MUJr BE COMPIPIlD. ALL CORIlBPONDBNCE AND CONRDlNiIAL TAX INFDRAWTION 3NOtlLD BE DDlCTED TD: Name Daytlme Tdsphar» Number Willem L. Adler (717) 652-8989 Flrtn Nams (IfAppBCabls) _. -_. - - ..._._ _. _... REONTER OF yYa.Le UEkONLY- ~ ~' m c <-- First Iins of eddroa ~ ~ ~-- ~ ~ 4949 Devonshire Rd. rn : n _ - `i' ^~ J _.__.__ 9searid 8ne of address :x1 "f «:a r-- ~'" h;I W r.~' ,v7 x~1 r ~ u. C~ J _ ~ _ ._ EI) ..J ~ ti -Tt ~ "r1 ~ ~ CNy or Poet Gtllos Suu ZIP Code __... a 0 -v:~--- ~ -';1 Harrisburg PA 17109 _ ~~ ~-~ i-' rn - _ _ _ : r- o co c',1 ~pgnd~y e.gyp ~~; ball~bllladlerlsw.com `'O ~ UWa pmeprsal FarNM Idecr-srll bore eaemsed ass ream, Ydudrpaoo-npenyMq erAtlrre eM sUtMww, eM b tlr feel of my rrorMdgs end bWM, n r m^. mna ne mrorU. osduasen a onam oernNn EN wml mmrMalNaYmeW on aB Inpm.nm d wNdr ansuar br eeN Immvrese. Sx1NATORE OF WWER ttENTATNE OATa ~ Y`ty9 ~errP.<.5~<~ ~ lJ~s_~~ r-rro~ r~~~~3 PLEAT! Uet ORIOI FORM ONLY Side 1 I_ 15056051058 15056051058 J 15056052059 REV-7500 EX Deutlanys SodN Seadly N_ umber o.rAaeme N.m.c John Beck RECAPITULATION 1. Rwl ealals (SCbadulsA) ............................................. 1. 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Cbeely Nell Corpomeon, PednenAlp a Sols•Prapdebnhlp (Sdrodule C) ... .. 3. 4. MoRgegw 8 Nobs RseeWabb (Schedule D) ........................... .. 4. 5. Cash, BeM~ DapoeAs 6 Mlec~aneous Paraonel Prapedy (Schedub E) ...... .. S. ---- 18,738.00 -- 8. Jobtly Owned Property (Schedule F) O Sspante BIAbg Requaalad ..... .. S. 2,655.00 7. Inbr-VNas Trenefers 8 Mkcalleneaue Non-Pmbeb Properly '--'-'- (SCiedub G) O Separab &Abp Raquealed...... .. 7. 81,916.00 S. ToblOrowAaeeb(taWLhaat-7) .................................. .. S. 101,307.00 9. Funeral F~ama BAdmWSbWve Cosb (Schsdub H) ................... .. 9- V 13,029.00 70. Dabb of Deadsn4 MaA9aga LbbAAbe, 8 LNna (SChedub 0 .............. .. 10. 11. Total Daduatlona (441 Unw 9 610) ................................. .. 11. 12. Net Value oT Esbte (Line S minus Una 71) ............................ .. 12. 88,278.00 13. Chadbbb and Oowmmemd BequrWSee 9119 Truab br whkh ----- an slacilon 4 fax hw not been made (Bdwdub J) ...................... .. 13. 14. Nat Value Sublaot to Tax (Line 12 Mnua LMs t3) ...................... .. t4. 88,278.00 TAX COMPUTATN7N • fR7E INBTRUCTIONB FOR APPLICABLE RATES 1S. Amounl of tLw 14 teaaWe at the apoueallek rats, ar tramfsre under Sac. 9118 (ax12) X .0_ 15. 18. Amount of LW U IexaWe --____ ___- atAnwirab x.o4,z` 88,278.00 7g. 3,873.00 17. Amount W lJns 14 baabb ---- atsAfOngraAe X .12 77. 78. Amount OlLba l4 teaeble __-_ _ ^_____ _ _____-.__ et coAabral rate X .15 18. 19. TAX DUE ....................................................... .. 19. 3,873.00 20. FlLL IN THE OVAL IF YOU ARE REOUESTINO A REFUND OF AN OVERPAYMENT O 15058052059 Side 2 L 15056052059 REV•1600 EX Pepe 3 Decedent's "6 ~ r+ John sTt~EET~oIxlESs 824 Lisburn I cm Camp Hill Addross: Beck 218 SECURITY NIMSER 206-05-2732 PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Lkre 19) 2. CredlWPeymenb A Spousal POVxy Credd -_. _.... _ __.. _.._. _... B. Prot Peymads C. Dbmrrm InWeadPeneay 9app5eebla D.Inbrast E. Paaxy (tl 3,973.00 ToWCredib(A+B+C] 121 Tobl NaaallPaafiy (0 + E ) If tine 21a grata Bran Ltrre 1 + LYN 9, eder Ule diflersrree. Thb b the OIIERPA1f11ENr. Flfi in Duel on Pape 2, Ua 20 to request a ntund. S. If Lino 1 * Line 3 b greabr amrr Line 2, ale ib ddbrence. Thb b th TA% WE A Enter 8re btaml on da brr dw. B. Eder 8ro tool d L6a 5 * 50. Thb b the BALANCE DUE (3) (4) (5) 3,973.00 (5A) (5~ 3,973.00 Make Check Payable to; REGISTER OF IMLLS, AGENT r ..-, _,~____ ._~. ...__ -_. - L_~.~ _:..: ..._....._._~ -.._::___ __E_..__~. ~.__ .~_ ~~i~~.J_.. - ... ... PLEASE ANSWER THE FOLLOWING 4UEST10NS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Ofd deeedera make a transfer arrd: Yea No a rebb the aw w beano d are property Iranaferted :..................._........_............................................_........ .... ^ b. rebb the dgM b daigab who sha0 ua the pmpeAy Irsns4rted a 8e bmae;.......»....._ .............._........ ._. ^ G rebkl a revrsionery bblat a._..........__......._ ............._......_.__............................................_........_........ .... ^ d. raWiaetlropraniesfwl9edeitliapayrnarb.bar~swan9_ ..............................._....._........................ ._. ^ 2 8 dulh otrrurad aMr December 12,1982, dW deeded trarwfar pmpay vdtlrb one yar d death wdhodrswMrpadapobcaaMerMbn7..._ ........................_...._.».........._..................._..........._......._........ .... ^ 3. DW deeded Dan a 9n oust for w peyahb upon deNh barA apeax a aaaaay al his w her dealhl_........ .... ^ 4. tad deeeded own a bdirklyd RearsmadAeoasx,annuity, aaara non•probste propedy vddeh mnotlneeoaefidaydasipneaon7..........._.......__.._._ ............._..._.........................._..............._........_........ ._. © ^ IF THE ANSVMER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FlLE R AS PART OF THE RETURN, ,--,., ___- -_. .. .__. ,._ .P._..._.- _ - ----- Fa dates of daM an ar after Juy 1,1994 and before January 1,1995, the feu rate Imposed on the net value of transfers to or tar Ne use of me survivtrlg spouse b three (3) peroenl J72 P.S. §9118 (a) (1.1) (i)]. Fa dabs of dalh an ar a8er January 1,1998, the bx rate imposed on the net value d tamfers to a for the ua of the surviving sporrse b zero (0) percent (72 P.S. §9118 (a) (1.1)10. TM statute doe net esemd a transfer to a surviving apoum from tax, and the statutory requtremenb kr discbsure of assets and tang a bx return are sag app8ebls even N the surviving spouse is Me only benefidary. Fa dates of death on ar a8er July 1,2000: The tax rste imposed on the net value d transfers from a deceased ddW lvredyare years d age w younger at deatlt W or for the use of a natural pared, an adoptive parent, ar a stepparent d the dlBd b zero (0) percod (72 P.S. §9116(a-(1.2)). The lax mle imposed al Ne net vekre d Lansfers to or for the ua of the decedent's lineal beneficbdes b kur and ane•haN (4Ji) percent, except as noted In 72 P.S. §9118(1.2) p2 P.S. §9118(aX1)]. The tax rate imposed on ore net vNtle d boosters b afar the ua of fhe decederlCs db8nga b twelve (12) pereal (72 P.S. §9118(a)(1.3)J. A sibling b defined, under Sectlon 9102, es an indWidual who has at Iaat one parent b common w9h Ule deeden4 whether by blood w adoption. SCHBDULB "8" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY fistate of John Beck File Number 2012-00509 M&T Bank Account 985-473-6809 (see attached Exhibit A) $16,691.33 Heartland pharmacy refund $44.89 TOTAL CASH, BANK DEPOSITS, MISC. $16,736.22 SCHEDULE "F" JOINTLY OWNED PROPERTY Estate of John Beck File Number 2012-00509 Joint Tenant Name Address Relationship to Decedent A. Joan Bitonti 4547 Deer Path Road Harrisburg PA 17110 daughter B. C. Item Number Jo1n4 Description Total ~ Decedent and Date Tenant property Value Interest Interest Made Joint Asset °~ u=•a.nt June 23, A M&T Bank $259.57 50 $129.78 2005 Account 984-036- 7859 June 12, A M&T Bank 5049.61 50 $2,524.81 2007 Account Total $2,654.59 SCHEDULE "G" TRANSFERS Estate of John Beck File Number 2012-00509 Item Number Description Exclusion Value of Value of of Asset Asset Decedent's Interest 2007 Living $3,000 56480.54 $53,480.54 Trust, John Beck Janney Montgomery Scott account (see attached Exhibit C) M&T Hank $3,000 31435.11 $28,435.11 Account 98 45200642 Revocable living trust Total $81,915.65 Transfers SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Estate of John Beck File Number 2012-00509 ITEM DESCRIPTION AMOUNT ARiYDDD 1. Funeral Expense 2. Personal Representative Commission Emil Beck, administrator $2,000.00 Wilma Beck Thomas, administrator $2,000.00 3. Social Security Number 4. Year Commission Paid 2013 5. Attorneys' Fees, William Adler, Esq. $6,500.00 Attorneys' fees, Jack Bergstein to advise Emil Beck $2,000.00 6. Family Exemption Claimant, Relationship to Deceased 7. Address of Claimant at Decedent's Death 8. Probate Fees $281.50 9. Advertising estate 10. Reserve $175.00 Oath of office, original probate $20.00 Petitions for grant of letters for Emil and Wilma $52.00 $13,028.50 SCHEDULE J BENEFICIARIES Estate of John Beck File No. 2012-00509 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE OF ESTATE A. Taxable BequeSt3 Joan B. aitonti 4547 Deer Path Road Harrisburg, PA 17110 daughter 100$ ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE A. Charitable and Governmental Bequests Q M~rsank 499 MitdiAl awd. Millstxno. DE 19%8 /adjustment Seivius ptwna988.302a1s9 Fax (302)934.2933 tune 8, 2012 Attorney William L. Adler 4449 Devonshire Road Harrishttrg, PA 19109 Re: Estate of John Beck Serial Security: 206.05-2732 n~tc ofneath: apFjl 22.201a Dear Sir or Madam: Per your intptiry on June O5, 2012,. please 6e advised that ai the time of death, the above-named deaden[ had on deposit with ibis bank the following: S. 7}ga ojAcrowu puckingAcmtau Account Number 4854736809 Ownerstdp (Nmner oj} Ja)ar Berk (Prvrcipal) Joan Bak Birorttr (custodlm+) OpenG+g Dare 07A)1/1011 BalanceonDauafDeath $16.64113 Accnred lruereu $ .10 Toad $16.69133 2. T)peofAccowu Ch6ckin;Ac+caunr AttnrmrNumber 9840367859 Ownersldp(Nameso>) JolmBeck Joan Beck BUond ljainted Q23A75) Open6rg Date 06/23/2005 Balmrce on Date of Doalh $25457 Accrued lnterttt S .(N1 Tarot $254.57 3. Tjpeofaccowtt Clret#ngAccow,t acrowu Nrunber 48432ADb42 Avnrn/dp iNanus on .Iolen &ry0r~v,tar) Joan Beck BfronrilTnrsree! Opening Dare 1MI17/1009 Bakarce an Dare of Depth 531,435.11 Aecnred lnreresr 5 .1Q Total $31,435.21 4. Typeojacca,au CerriJicareojDeporir account Niatber 310D34l6871138 Ownerstrfp (NanteraJ) )plat Bak loan Beck Bitonri Opentng Date ON12R007 Balarrre on Date ojAtath -Sd1;431.7i"' Yj'~Q ~° ~ , ~j arcrucdlnrercst $ .10 Taro) For aqy eddleomd hdprmaUgnoq the above uauata, Indadiggoonenldp wdaay ehaages, dosotes aWdMrreimhgrsement ol1WWdR p2meraQMtllopa at717~t63-08B5~ We xere aaabk to loglasay sate depodt 60: for the abswe~meadoaM deeedmL iTas kites dm ootlodnde my areaugit Iq whRh the deogaed lacy Mss bem Hded as lbwv ar Atforaey, t)inWdVa of ()Wilma Tesrottes, RtptesgWetel'eyee,orTtttgeeugdrra Wtlueu Ayfeemmet. Sit rely, Valerie Mercer Adjuwtient Services Rn+ted .klKwrslcr Geornioaa June 28, 2012 William C. Adler Attorney At Law 4949 Devonshire Rd Harrisburg, PR 17109 RE: John Beck Date of Death Valuation Dear Attorney Adler, i~ 5ortih iice+un ilouiri.u tl L'~tiantosii. £'.-l, irft+I ,re~r.j~.msrrt:cnm Please see the attached Date of Death Valuation far the John Beck Revocable living Trust Dtd 2123107. It should be noted that this account has been heidJtitied as a Trust since 3/9/07. Prior to Shat date, and since 8/13/87, the account was. previously a joint account head by Mr. Beck and Jaan Beck 8itonti. I trust this valuation will provide you with the necessary information to process the estate affairs regarding the account held here at Janney Montgomery Scott, but should you require further assistance, please do not hesitate to contact me. I can be reached directly at (724) 425-1022 or lawiiliams@janney.com . Thank you for your attention to ibis matter. Hest Regards, 1J,` PP, Laura Williams, PC° Vice-President-investments The Peters Group .Innno~ \iutrrg+r,un~' Srau i.c<. ?ictc,hcr: \YSE • FI\RA • S1PC T[awed Ad•Iwn fw Cau+dem Date of Death Valuation Account lYumber: Summary of Securities .I:t S,n,d, lirrsm, Buule.:u•d l'nioptox7,, P:\ 1:i-101 RI1Q.:,51.7i1 i i 2•i.iati..iilia [n.[~•.l:uunc.com os""Death: Quandty Descriptlon Share Price Yalue i8L3ag. .. . ARTNA suy.o6 S 3:416.03 .prttoiat[RecCorpCIA uo.s89 CBS 533.03 s 3.973.15 C85 Cory New CI B x65.444. DDA1F s33.y8 s yq,u6.3t WinJv AG g7.u4 HPQ szq.48 s s,377.33 Howlett-PaeMa,d Comyw,y gq;955 HUM 589.x8 S 8.9x3.98 Humuu Ine 6 LPNT 538.98 5 s33.88 Lifopoin[ Horyeal Ine 6iq$39 ORCL sz8.84 sr~,73[.g6 onde Corp nq.g4q VIAB 546.93 s 5'605.74 V•ueom Inc Q B New Total Securities: s 56,q:8.gs- HUM (Humana) : sz5.z3 ORCL (Oracle) : s36.89 Totai Accrued Divideads: s 6z.zz Jannah~ \1nmin,u,cn Scnu u,. \icu,bcr. \l'SF • FI\R\ • SII'C. .''x~c_._.-::~: _.._ z..,.. :..r_a.t3%.~.'a~..,~i°~i- "`f'''!"~Z-.~c:~"ik.~~~ ., ~i? h:aet~.i.;t'.•_~~....._... _.....,. ___ .. RpVOCABLE TR(jST PtGRLL't~IENT (, John Beck, ot'Cumberland County. Pennsylvania (Setttor}, triutst'er to Joun Beck Bitonti, atkta Joan Bitonti. o1'Cw«berlund County, Pennsylvania (Trustee), all the property described itt Exhibit A attached to this Trttst AgtnamenPto constitute. together with mty other propctty that may become subject m this Trust Agreement, the Tntsl [state: The Tntst Estate shall 6c held, administered. and distributed by tits Tntstee a, provided in this Trust Agreemem. rV2TICLE 1. RIGHTS RESERVED TO SETTLOR Ariditions to Ttvst l.0l. The Sattlar shall have the right at nuy time. eittit:r during Scttlor's liPc or by Will at Senior's death, to add other property accepntble to the Trustee to the «ust created by this Agreement. Any additional property, when received anJ ncccpad by the Ttvstee, shalt becomt a part ol'the Tras1 Estate of this oust. Any ather person may adtl properly to the Ttvst Estatr. pravidcd that the Tntstec approve the addit(on. in writing, before its uvnsfci•. Power to Change ar Revoke Ttvst 1.03. While living, ttte Settlor may. at any time and Prom time to time, by written notice signal by the Sattlor and delivered to the Tnustee act as k'atlows: (1 ~ Revoke or change the interest oi' any bcnef'iciary in the u•ust created or to be created pursuam to this Agreement. (?) Amend any provision of dtis Agreement or any amendment to this Agreement Io dte extent acceptable to tha Tnts[ca. (3) Revoke in whole or in part hey trust or ousts created by or to be matted putsuam to this Axreement. (4) 44ithdrnw all or uny part oF{hc Trust Estate. Trust hvcvoca{rle on Death aPSettlor I,03. On the dcadt of the Seulor the trust ere;aed by ibis A~ ~a:ment shall bccomc inevocablc and ,hell not be subject to mnentlnten[, Page 1 of III ~,,, .. •,. .i. JOtQL 13SCIC ItI:VOCJtSGB~ TRUST ARTICL£2.DISTRIBUTIONS BYTRUSTL•E Net Incontc to SclUor 2.01. During the lift of the Seltlor. the Trusrec shall pay to the Seltlor. or apply for the benefit of the Seltlor. all ol'Ihe net intent Crom the Trust Estate These distributions shall be made in monthly or odxtr convenicttt installmerns unless otherwise directed in writhtg by the Scttbr. Invasion of Priucipol I'or Senlor 2.02. Should the Sattlor become incompetent or. in the judgtnrnt of the Trustee. unable for any reason to act in Srttlor's own behalf, the Truster may ht its discretion pny to, or apply for the brnelit of. the Seltlor any amounts From the principal of the Trust Esmle. in addition to the net inrnme from the Trust GYatc. The Trustee may invade the Tntst Estate ns h dcrrtu necessary or udcisnbk for the Settlor's uu and benefit or support and maintenance to tlm extent of the entire Tntst Estnte. ' Payment of Seltlor's Futnml Expenses and Death Taxes 2.03.On the dcoth of the Seltlor. the Trustee. shall pay tither from the income or principal of the Tntst Estate, nl its discretion, the expenses of the Srttlot's last illness, fiuteml. and burinl. The Trustee studl pay any I'edcral estate tax attd any smte death nixes that nmy he dtte by reason of the Seulor's death, unlcws the Trttstcc, in its diurction, determhtd that other adcyuutr provisions have barn made for payment of thou expenses and lases. liuwevrr, the trustee shall use any United Stntcs Treasury Bonds in its possession ro pay any estate Watts in ac~cottlana• with Pnragmph 3.07. The Tntstcc may also pay all alxr debts of the Srttlor, expenses of estate administration of Seltlor, including costs of administtntion of the estate of Srttlor from the assets of this Trust. Pavmems ARrr Dcalh of Seltlor 2.07. Attcr the death of the Srttlor and the sensing of Senlor s estate. this frost shnll trnninute and all the Trost Estate then in the possession ofthe Trostee shall be distributed by the Truster ~i~eoftrusuo thechildoftheSenlor.loon BeckBitonti. a/klaJaan Bitonti. In thecvenrJaan Beck Bitonti„aJkla loan eitonti predeceases Bettor, all the Tntsr Estxtr shall be distributed to tltr Nelen O: KrausmAniinal Foundation. Inc, arkla JaOKAFI. of Box 31 f. IWechanicsburg. Prmtsylvania. 1.7055'.. ARTICLE 3. POWERS AND DUTIES OF TRUSTEI: • FQ.j Y~ ''~'' ,;„«. Page 2 of 10 :£N'.k -Yr.--J v ':+~.~.,:~.~1=..-v:•r+ . . , . ....~gsx:r.a. .. ~.)Q t , , ..x .e, .. ~ ... ia:,~ :, .. JOtlr1 BECX RI3VCCABLB TRUST ' Retain Investments ot'Scttlor 3.01. The Trustee is adthorind to retain in the mist for as.long as it deems advisable any ' property, including shares of its own crock, received by it from the Seulor. whether or not the property is of rite chartuaer permitted by law fordre invcstntent of trust fonds. Futther, the Trustee may operate any busiu~'ss or property received by it From the Stttlor at the risk ot'the Trvst Estate. ' ivlamagernent of Trust Property 3.03. The Trustee may exercise the following powers with rcgartl to any and all property that may at nny time be held by it in Irvst pursuant ro This Agreement, whether the property •constitatcs principal or accumulated income of my tnrsl provided forin this Agreement. in its discrctioa nt any time on the terms and in the manner us.thc Trttstec deems advisable, to act as follows: ' (t) Sell. convey, exchange, convert, improve. repair, manage. operate. end control, (3) Lease for terms within or beyond the temt of the tnust provided For in this Agreemmnt mtd for any ptrrposc. including exploration Yor and removal of gas, oil, and otltcr minertds: and enter into any covenants tmd ugrremems relating Io the leased property or nny improvcnterits that tray be erected on the property. (3) Enamtber or hypothewtc for any trust purpose by mortgage, deed of tnrst. pledge. or otherwise. (d) Cnrry inaunutce of the kinds and in the amounts that the Trostee deems ndvisablc m the expense of the trust provided for in this Agreement. (S) Commence or defend at the oxpenseof the nvst.any. litigation with regard'to the trust or any property of the?rust Estate•as it may deent.uduisablr. 161 invest and reinvest the ttvsl Ilrnds in property that the Tnrstcc deems advisable. whether or net of the character lr:rmittcd by law for the investment of trust Nnds. (7) Vote and girt proxies to vote any securities held by the Trostet in mtst pursuant to Prrge 3 of 10 , , r. Tm . ... r.}l: C: .... aT~tQ'r BLtClC' RBInJCAgLB TRUST' this Agreement. including stock oPtfietnrstee: (8)' Puy any assessntoms or other charges Icvkd on mty stock or other security held by it in true[ pursumu to this Agreement. (9) 6xeroise uny subscription, conversion. or other rights or options that may at any time anach to the holders of any stocks, bonds, securities. or other iastntments held by it in tnrsl pursuant to this Agreement. (10) participate in uny plans or proceedings for the foreclosure, reorganizntirnt, conwlidation, merger, or liquidation of any corporation or organization that has issrnd securities held by it in bust pursuant to Aris Agrccntcnt and, incident to that participation. deposit securities with and transfer title of securities to any protective or other committee established to tltrther or deleut any such plan or proceeding. (I I) Cnfaree nny mortgage or decd of must or pledge held by it in trust pursuat to this Agrcentntt end. at any Sala under any such rnortgagc. dead of [rust, or pledge, bid and purchase m trust expense eny proprrty subject to the security instrument. (I3) Compromise. submit to arbitration. rele;rsc with or without considenttion. end otherwise adjust any clttints in favor of or against any trust provided for in this Agrcentent. (131 Subject to any l Imitations expressly set forth in this Agreemrnt and the Faithlbl performance of its fiduciary obligations. to do all acts, take putt in any proceedings, anti excreisc all rights and privileges as could art absolute onmer of the tntst property. Power to Bon'ow Money 3.03. The Trusrec shall havcpotverto borrow money I'rotttanypersan:.firtn. orcorporation, for. unytntstpttrposnonwhatcvertermsantlconditions•that:the'1'rustetdeems.propcrandlo• , obligate the trust to repay the borrowed ntoncy. Power to Loun Morny to Tnrst 3.0~{. The Trostee is authorized to loan oradvona its own funds to the trust for any trust purpose at the mte of intcrcst being charged by fire Trustee at the time the loan or advarne is made to arher persona having a net worth equal to that of the Tnrst E.~ttate for similar loans or ndvxnces. Page d of 10 delivered when depositad~in the United Stntcs mail, cerlilied mail with posuigc prep[lid. addressed m [lie Trustee x130$ Founh and Poplar Yeas Cumberland. PA 17070. ti.04. A copy of the power of attorney nuthw•izing Joun Beck Bitonti w create this tnst is nttaclred hereto as Exhibit "A." L•"XF.CPTL•D on FyGwsx n.y o 5 .?G07, at Umlphin County, Pemtsyl5nmia. r ~i°•. c.,r -c ~ {R •~4~. I " _l i . ••-~ _ .. John Back, by his Attonuy is Fact. Jonu Beck Bitonti, n!k!a Juan Bitonti, Sett)nr .._.._.._z_..e.Y b,.__..,,.. ' %~.•J~lan B~~:k Biunui, a/kla Jtwm B'lonli, Trustce ,,// Nri`lliam~/L Adler, Suc~c~es]sor Trustee v" ~Q' Q~ lN' l.L~ ~VIUICSS VVV '~5'iuloss (:Or\I1410NSVI?ALl'H OP PGNNSYtVANIA County of Dauphin ff ., Olr dris r~c~.o,.,; 2' F1:u[t. [latn]r~efon: nos, f°r Cl,, .old,ry~ [name ototlicor. taking., ., ..,.;[,.,....;.. •., acknmvkdgtncnl], t e subscribed'Nohily I ublic afthe o~mmonurycdllh e)'Pcnusylvnnin, personally aplx:arcd, Joen Heck Bitonti,.n/k/n.Jom[Bitnnti, A[tomay. in I?ac1 fiu fohn Bcck„wltos.:;--:'::,.. -_:.:„ I mn satisfiah is the person' iiamed in and who ex[xutcd the above insh~tmtcu[. and wlto - -" uckuoa•kdeud that she ex~r:utod it. y~ 5~ COhtvuiHLYFAt1H OFPEFaaS 4A • \olh;y Public ~~ A S.AI. JOG4 6GtGRtt~G, Notary Wrbllc CS~yYolHauts uG ikupph)nt:ou~y IM• 4omnlttrtoo Fi~lra tlov. ol. pGA9 PnEc !i of 10 -• 6eek jehapod sks . • 6/37/03 COMMONWEALTH OFPENNSYLVANUI ) COUNTY OF WESTMORELAND ) .f ~.\'~ t S}Y ty: qqs lF :G :•wL'y~ ~<dy ~: '. :. a R. R.'i-+`{WD~ + ; I~~IW11~Ulll~l[~1111~1~111 Pit o1, p F•f1i.6mTR60W~NIN ros~lC+'oM u.atnsr~landtewr•lM MCerd~ ss: On tho , day of 2005, before me, a Notary Publig personally appeared John Heck end in due form of law aclmowledged the foregoing Power of Attorney to be his act and deed and desired That the same might be recorded as sock. WfPNESS my bend and notarial seal. c~.;Y. ~, . -,', otary Public My Commission Expires: NopAd set LbP L S~ Tt0O1r ~~ maY dry d ~.euengypjw ps1~3~110m b>r a."o'a t r'~ ,. .. ~• i r. ~ , y! '{yq 1 r .FI'r i x ~ xy~L Y' .. ~ i i'. , - b"'`~~~` '~ . ~ INIIIIIIIIUIIIp1~111111NI~~III~II~ ~ ._ ...-:.. Ta: °r Maaai~ao.gaa ~~ii ~~ x:77a. W u••~w l~+na.canira..ns~aauo ACKNOWI.EDGMfiNT I, Joan Bitonri. have read the attached Powerof=Attorney and am the person identified as the Agent for the Principal. 1 hereby acknowledge that in the absence of a specific provision to the contrary in the Power-of-Attorney or in 20 PaC.S. when I act as Agent: 1 shall aeerciae rho powers for the benefit of the principal. I sball keep the assets of the principal sepazate from mY asuta. I shad exercise reasonable caution and prudence, I shat] keep a full and accurate record of ell actions, receipts, and disbtusements on behalf of the Principal, Date: ~ ' 3~ .2005 ~~ oan Bitontl ,~ '11C~t~-+4r 1 ~ z St ~ 1~(jF' }~~~ Edit ` :.""` ~, ~----..~ ` tSa ....._s,,.. ~`~f . .: R.i+4N~iia ! l: ' EXHIBIT"A" . Pm~:crl~innta•nccountKLLW 1430-0028 ~ 's ~'I~T Broik accounts I Page IOoY i0 ,. ., ' , LAST BILL AND T88TA6HSNT OF JOHN BECg I, JOHN ffiC8, of the City of Monessen, County of Beat- moreland and Commonwealth o! Pennsylvania, being oY sound mind and memory, do bereby make, publish and declare this to be my Lsat 1!111 and Testament, is meaner and corm following, bereby revoking any will or wills heretofore made bq me. PIRBT: I direct that all my legal debts and funeral expenses be fully paid aad satisfied, as soon as coaven- isntly may be, after my decease. SECOND: I give, devlse sad bequeath ell of my Estate, real, personal aed mixed and wheresoever aftuate to my wife, MARY BECg, to be berg absolutely. THIRD: Ii my wile, MARY BSCg, should fail to survive me, in that event, I give, devise and bequeath my entire Setste to my daughter, JOAN D. HECg, to be hers absolutely. PODRTR: I do bereby make, coaetitute and appoint my wiie, MARY BECK, to be my Executrix of this my Last Bill and Testmrent. Ii my wife, MARY BECK, should b® unable to serve in this capacity for any reason, then, in that event, I appoint my daughter, JOAN D. BBCK, to serve is bar stead. My Executrix shall serve without Bond. IN WITN888 BBEffiOF, I, JORN BECK, the Testator above ~ named, Lava hereunto s cr bed my name sad aitixed my seal the day of 1978. LAST 9YILL AND TESTA6IENT OF JGRN BECK PAGE TNO ~ SIGNED, SEALED, PUBLISRED AND DECLARED by the above named Teatntor, John Beck, as nntl for his Lnst Rill and Testament in the presence of us, who hnve hereunto subscribe our names at his request as witnesses thereunto, in th® presence of said Testator and oY each other. COHHONNEALTH OF PENNSYLVANIA ) SS: COUNTY OP wEST110RELAND ) I, JOHN BECK, Testator, whose name is signed to tho attack or Foregoing instrument, having been duly qualified according to law, do herehy acknowledge that I signed and executed the instrument as my Last Nill; that I signed it willingly; and that I signed it as my free and voluntary act for the purpoa+ therein expressed. SWORN TO AND SUBSCRIBSp before me this ~~ daq of 1976. ~ :. NOa~µ AyPu6:k Mw,eura, VhnmorelaM Ca.. P4 MV Gmnittier. F:pire, Jaee }/, }P74 f i i i t• i# C09110NNEALTH OF PENNSYLVANIA ) COUNTY OF pE9THORELANll ) 39: WE, -TG~v L ~i Q(c?'Jand ~ecr1)lAe~~E"?7-, the ait- nesaea whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and sag thnt +ve were present and saw Testator sign and exe- cute the instrument as his Lsat Will; that testator signed willingly and that tostator executed it as his free and vol- untary act Tor the purposes therein expressed; that each of in the bearing and sight of the Testator, signed the sill as witnesses; and that to the beat of our knowledge the Testa- tor was at the time 18 or more gears oY age; of sound mind and under no constraint or undue influence. ~ _gwORN TO AND 8UHSC^RIHEO before me this Ord day oT 1976. No~~~~~.p„che (/ Maetaw w~+'p0rtra JuIi011, lit! MY Omm4amn FzV