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03-01-13
1505611185 REV-1500 Ex(°z-", IF') PA Depanment of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Vear File Number ao eox zaosol INHERITANCE TAX RETURN Harrisburg, PA 17129-0601 RES{DENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYVVV Date of Birth MMDDYYVV 07312012 p4011920 Decedent's Last Name Suffix Decetlent's First Name MI MILLER HIRAM L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouses First Name MI MILLER ESTELLE Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WfTH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Return ^ 2, Supplemental Return ^ 3. Remainder Return (Date of Death ^ 4 Limit d E t t ^ 4 F ^ Prior to 12-13.82) . e s a e a. uture Interest Compromise (date of 5. Federal Estate Tax Return Required ^ 6. Decedent Died Testate © death after 12-1282) 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes ^ (Attach Copy of Will) 9 Litl ti P d R i d ^ (Attach Copy of Trust.) 10 ^ . ga on rocee s ece ve . Spousal Poverty Cretlit (Date of Death 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 VICKY ANN TRIMMER 717-620-2440 First Line of Address PERSUN 8 HEIM, PC Second Line of Address PO BOX 659 City or Post Office State ZIP Code REGISTER OF WILLS VSE ONLY Q c o :-:: r--~ ~ m m '" ~ m 'c~ 00 myo ~ snaD ~DZm A• N ~ I."' ~xm ~'.U Z ~ e~ n ~ "TT O tl ~.I -y 1 MECHANICSBURG PA 17(J55U659 ~ _i ~ N rn 0 crl '~ - correspondant'se•malladdresa: VATRIMMERaPERSUNHIEM•COM Under penalties of perjury, 1 declare that I have examined this return, Including acwmpenying 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 o(which preparer has any knowledge. ESTELLE MILLER RSUN 8 HEIM, P.C• 5 WILSON LN MECHANICSBURG, PA 17 PO BOX 659 MECHANICSBURG PA 17055 PLEASE USE ORIGINAL FORM ONLY 1505611185 Side T OMdfid1 3.000 1505611185 _J 1505611285 REV-1500 EX (FI) Decedent's Social Security Number p ed t Na a MILLER HIRAM ~- RECAPITULATION 1. Reaf Estate (Schedule A) 1. Q • Q Q 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) ~ Separate Billing Requested g. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 8. Total Gross Assets (total Lines 1 through 7) g, 9. Funeral Expenses and Administrative Costs (Schedule H). 9, 10. Debts of Decedent, Mortgage Liabilities, and Llens (Schedule I) . 10. 11. Total Deductions (total Lines 9 and 10), 11. 12. Ne[ Value of Eatate (line 8 minus Line 11) 12. 13. Charitable and Governmental BequestslSec 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. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATE5 16. Amount o! Line 14 taxable at the spousal tax rate. or transfers unfler Sec. 9116 (a)(1.2)X.0_ 42,819•QQ 1s. 16. Amount of Line 14 t xable 4 ~ at lineal rate X .0 o • 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 • oa 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 • o 0 18. 19. 19. TAX DUE........... ..... . 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o•oo 0.00 Q•QQ 22,000•QO o•oo 366,331.00 388,331.00 Q. QQ Q. QQ a.aa 388,331.00 345,512•tlt] 42,819.00 o•oo o•oo Q•QQ o•oo Q•QQ Side 2 1505611285 1505611285 J OMd646 3.000 REV-1508 EXa (06-127 Pennsylvania SCHEDULE E cl:ararn~Hr or REVEnuE CASH, BANK DEPOSITS 8r MISC. RESIOEr+r~oECEOEN1TURN PERSONAL PROPERTY FILE Include the proceeds of litigation and the date the proceeds were Bceivetl by the estate. All properiV iointry owned with right of survivorship must be disclosed on Schedule F. ITEM JMBER 1. Buick lucerne 2 W46A0 2.000 TOTAL (Also enter on line 5, Recapi N more space Is needed, use additional sheets of paper of the same size. s VALUE AT DATE OF DEATH 22,000 22,000 REV-1510 E% « (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TA% RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY 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 NUMBE DESCRIPTION OF PROPERTY irr~u~rre wwe or rE mAnsrsAfie rHEia aewriorvswF TO OSCEOSI+rAw rre Dare of TnnrsrEe.anncNn cow of rhs oeao ros seu esrAre. DATE OF DEATH VALUE OF ASSET a{o OF DEGD'S INTEREST EXCLUSION TAXABLE ifi APPLICABLE VALUE ~~ AAA CD#4800294781 55,690 100.0000 0 55,690 Held by H. Lewis Miller Revocable Trust 2 AAA CD# 480060181 56,204 100.0000 0 56,209 Held by H Lewis Miller Revocable Trust 3 Third Federal CD #913033366 16,109 100.0000 0 16,109 Held by H Lewis Miller revocable Trust 9 Bank of America CD#404034153 50,000 100.0000 0 50,000 Held by H Lewis Miller Revcable Trust 5 Susquehanna Bank CD#3000190946 29,260 100.0000 0 29,260 Held by H. Lewis Miller Revocable Trust 6 Susquehanna Sank CD#3000140960 25,339 100.0000 0 25,339 Held by H Lewis Miller Revocable Trust 7 Susquehanna Bank CD#300127450 4,891 100.0000 0 9,891 Held by H Lewis Miller Revocable Trust 8 Susquehanna Bank CD#3000187783 95,902 100.0000 0 95,902 Held by H Lewis Miller Revocable Trust 9 Wells Fargo CD#297902093391692 6,081 100.0000 0 6,081 Held by H Lewis Miller Revocable Trust 10 Wells Fargo CD# 247402093811897 30,324 100.0000 0 30,324 Held by H. Lewis Miller Revocable Trust 11 Wells Fargo CD# 297402093915103 6,062 100.0000 0 fi,062 Held by H Lewis Miller Revocable Trust Total from continuation sched les 95,469 TOTAL (Also enter on line 7, Recapitulation) $ 366 , 331 If mare space is needetl, use atltlitional sheets of paper of the same size. 9W4fiAF Z00n Estate of: Hiram L Miller Schedule G (Page 2) Item DOD Value No. Description of Asset 8 Interest Exclusion 12 Wells Fargo CD#297402093488900 Held by H Lewis Miller Revocable Trust 13 Wells Fargo IRA Estelle Miller, spouse is beneficiary Total (Carry forward to main schedule) Taxable Value 24,650 100.0000 0 24,650 20,819 100.0000 0 20,819 45,469 REV-1513 EX~ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: Hiram L Miller 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 untler Sec. 9118 (a) (1.2).] 1. H Lewis Miller Credit Shelter Trust Credit Shelter T 0 2 Estelle Miller 5225 Wilson Lane Mechanicsburg, PA 17055 Wells Fargo IRA Inventory Value: 20,819 Buick Lucerne Inventory Value: 22,000 Surviving Spouse 42,819 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. fi NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. See Attached 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. E 395 , 512 swami zoaa If more space is needed, use additional sheets of paper of the same size. REV-1649 EX + (09-12) pennsylvania SCHEDULE O cEaAanmENT OE REVENUE ELECTION UNDER SEC. 9113(A) INHERITANCE TAX RETURN (SPOUSAL TRUSTS) ESTATE OF FILE NUMBER PART A -DEFERRING STATEMENT For all trust assets reportable for Pennsylvania inheritance tax purposes for which a deferral of taxis being elected under Section 9113(a), the personal representative responsible for ffling the return and the trustee(s) of the trust in question hereby acknowledge the department's Statement of Policy set forth at 61 Pa. Code § 94.3 concerning any potential termination of the trust under 20 Pa.C.S. § 7710.1 that occurs after the return was filed. Specifically, the signatories recognize each individual's assumption of liability for inheritance tax consequences that result from any termination of the trust under 20 Pa.G.S. § 7710.1 that occurs after a return has been filed. Signature of Person Responsible for Filing Return Signature(s) of Trustee(s) PART B • ELECTION TO TAX AMOUNTS Complete this section only if making the election to tax available under Section 9113(a) of the Inheritance S Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A, B, by pass, unrfied credit, etc.). Enter the description and value of all interests for which the Section 9113(a) election is made. DESCRIPTION VALUE iwaeEZ zooo If more space is needed, insert additional sheets of the same size. II VJ.6VJ MV IYNY) LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING;`It is illegal to duplicate this copy by,photostat or photograph. gee for this certificate, $6.00. P 18615492 Certification Number T'pe/Pent In ~~-- PeImaMM >2~ 3 J This is to gertify that the information here given correctly copied Eroman original Certificate of Deal duly filed with me as Local Registrar. The origin: certificate will be forwarded to the State Vit: Records Office for permanent filing. ~y11~ r~~ A~dG 0 ~ 201 Local Registrar Date Issued COMMONWEgLTH OG PENNSYLVANIA . DEPgRTMENT OF NEgLTX "VITAL RECOROE I"FRTI Fe!"ATF AF ff FJ~TH II ck k - - 1. [etlsnNS Legal Neme (FIry4 Mltltlla, Les4 SuMal 2. Sea 3. SOelal SecprlH Numbat 4. De<e Oi Oea<n (MO D+V N (sp.11 Mol Ylirsm Zewis Millar - Sv.Age-IAa[BIKM1tley (Vea) sh. UntlerlV er Sc. Un ael0a 6. Da[eo girth (MO/Day/YleYl sspell Mnn[M1) TytBlrtM1place (ClH entl State or Ore1Bn Ounfry) Y1n0 GrOVe.' PA MOntns Nnun Mlnu<ea 92 ].1 ~. 1920 >b. Rlrchpl.ce (CaunN) ' Be. RYlaenee (s ate et Fereelgn Coun[NI B ReNtlen[e (5trenc entl Numbet-Include qpt Na) 8 ' Oltl Oeceaent Llw 1n p Townshlpi la~wer Allen ew P. p[v{,, e.[a.n<nwem Penns lv 5225 Wilson 71f.. t. 2119 ga fl 1 ( C . ea. Rsaldence (21p Cotle) O No, tlecsaant Ilwd wlsM1ln Ilmlta of aNlbnro. 'laHiid p OUn~e L 8. EWI In V9 A.metl GOrcaai 1 MaHtel s<e[us e< Ime One< 1 awe 31. surv Ing Pouae's Name (f wTe, {Iw name prior<a Nnt ma[Glegel ..1 p r~ Vnknnwn tai 0 DI Zed O NewrAlerrlna ~YU (] Nn p Vnknown w 3. FetM1aYa Nemn (FIta4 Mlaale, I+s4 SuNlxl 1 13. MvcneYf Name prior tO Fltat MenlaHe ( Irs4 MI tlle, L+SU ~ IecvS.a Miller nm 14a. lnfOtman<'i Nemn 34b. N.letlpnsnlP to cntlent 14c. lnbtment'a Ma111ng Adtlteaa(strne<ena Number. ClH. stata, ZlP COaeI'17OSS Estella Miller a 5225`W 1 on ,.... . • y ........ .... ....... ............... ..... ............. .. .. ~ D![.dent a'bnme N Penh Da:nea 1 H t 1. 't~.ino:< 4iro:Gie'b s b p n rn HPaplui' CY peadia F.c nN Y~1 tma enc /O 1 De tl A Ivel Nunin(NOme/LO T .Care Ge[IIIH Otnar (spacNy) ish feeI11N'Ne f1I 1 tl utl reef M tse vSC. CIH Ot Town, Stetg.• Z tle 3 a C unN nr De.tM1 " ~ Hol 5 irit Ho ir:°^ N SB Methotlo D Nvn 1e1 etlvn She. Oe<e o101.PVathan 38 1 ce of Olep^a tlan w.m. et [.maerv.c OtMrPla[e ry p:Remgw Fmm st.<e ODenentln a O 2 .. Diner is [I l6tl L etlon aal plappaltlon (CIN er Town, s<e[e entl !pJ 3>a:. netula of WnnM1I SeMCe 4cena vn In CM1erge OT Interment 1>b, Llclve Number ~ Mt HDll a PA a v[. N•me.na wmvl•wAaarw aGUn n eNlgv ffi era- er a Oeutlen<'e Edueatlon-Cneek thn bo. Met hart tleeeNbu [M1e 19, aeetlen<of Nispenlc NBIn-Cneek fns 10. Onuaant'v Reca-Cneek ONE OR MORE reepa eo lnelote wM1ee Sg . hlgneat tlegree nc level ei acnool wmple<ed e<[M tlmn a(MRn, paa Met bes[tleacll6es wne<ne. the tlecetlent ne tlecetlent conaltle.etl nlmaelf ar neneli to be. " WNta O Korean •' NO ~ Bch grade orless Is SpenlsM1/Nlapenlc/laNnv. [neck tM1e Ne diploma. 9[M1-12<h gretle bo:tM tleweantb n0[SpenlaM1/NlfpenlUY[Ine. ~Bleck nr AfK<en AmetlCen Q Vletnemsae 1 n er A„ enu QAm an nMMn e. Aleakv Netlw p Ot p Nlgh acM1enl fretlue<e Or GEO mPlama Q[NO, net 9penlaM/NNp nlcm4t' Cnlc p Aalanllnale ~ NetNe ewallan A na [ er en, p Some mn.He [ntl14 but nn a Frye O Yea, McFlcen, v en p Cnlnse O ou.menbn nr cM1.muno pu.KO wcsn aw p vea M pS , , O Aa.eda. aegm (s. g. J p Bam.m: a a.ar•e (e.g, ea Ag. azt O vas, Cuban O Nnpmp O samtlen o Q Japanese p Otner PacIN[ lalantler l [I Hl /t apan c a n r ~LMUtaYS aagVen (e.g. Mq. Ms, MEn4 MEtl. MEW. MBAf p Vea, othel3penlan/ ~ LJ ppetoretn (e.g. PM1O. EEOj nt proHaalOnel tlegree (SpeelN) p Dtnee (sPenH) . Mp DOS OVM LLB JO Decetlant'a 51ngM Race S[15-DefYgnltltsn-Che[k ONLY ONE <o In Ic whe<thv tle[etlent [On9ltletetl hlmaell or nersel/<o be. 33e-Dace en['a VSUeI OCwpe<bn-Intllceae Npe os work ta 3 D . . O s moan one dunnl moat of workln8111e. OO NOT USE RETIRE White p JePeneae o a M.r P.anc bl.na.r p Bieck Or AM1lun AmnKCen pKa.aen O A$sist9Zlt $' lntellCrP3lt O Amencnn lntllen orpleaka Na<IVe OVe<nemeav ~Oe: tl w/NOC Sure ry p Other Palen p Re uae no x3b. Kina Of guaineia Induct a Q pslan m lgn 0 Cnlneae O Natlw Hawaiian 0 Othee (sPnetH1 mpero public Sc2BOOl 7ristrmc ch . o Gmpkw v p e. sse-3S r E comp EO xsa:0a . Pronounce D.e o D.y Yr z3 . signs<un n Person Pronvundne p.+in Onry wnm app Icame 23c ucen:e Numbs. BY PIREDN WNO PRONOVNCfB OP _j~ ~~ ~ t r' ~)a <f RTIFIES OEATN 33a. Date signed (MOIOay/Vr) 34. Tlma of OeetM1 N J1 /~7 25. Wes Metllee(Ekeminer or Corona. COntac[ed? ! gawPElm.a CAUSE OF DEATH rval. .rdl.=rre h. suss Em[aE.ch. pD^OTa [.minas :aume lun r menu a--ena enca. M. nr. n_dNe. l 2 nt ~ t ~ n l 6 r l ~ µ . naect a f o DeatM1 et .aa Atla etldl[ one Ines Ir n coos[ on a Ilne IV etlolOgY. O NOT ARHP VAT E ahn ln g tha u C w I tM1 reaplrRnry ar aa4 or ventrl ulvr NbYllletlon r~'+ / ~ (~ 3 ~ as ~ ' f' ~ ) Ys-t • . `^ ~ t teH'Tt/ S J ~L" • S' j ~,T •_ A Y IMMEOIgTF GU3E ----~ ~ (M1I al tlbease cenaltlen a Due [o (o ax a consequence all: r aultl g In tlaetn) b. ntIaIIV Ila<cOntlltlona, Due to (oY va a consequence ot1: i t w. wamg m tn. Fam. ua.a tln Ime e. En<er Me a (oru n cons. O/1: ce NOEPLYIND CAVSE [ et 3 g 1abeue or mlprv ena -~ £ S 1 f~"rS )i Y WITH LEF7 !-iY02on/ /~1'fl~q'J C OF3S RN C7~ y r<' V2o a d a n{ . nnleeea <ne .y.nta rpaal meeeero LABT. Dpamfnr nq a t.n: x6. P r<II. Enter oCner but not ensuhing In ena unaerlylnB cease Hlwn In Pert 1 ~~ ~-.r '/. Wei en iu<opry peAOrmetli GoNG4 (:otVf" O FY OISq Atm .. o e .. />\E1J7E OT' U NlG 1 ) g.te o.. n.bl. prvnn In 1S(q-14rnt I'Y"ILIOIp MyO(1 F'/3NY F7~"1W2~ mPlae tn.= or acnf a. e c G NO . . rna ~ ' p J-li.Y ~ c rr~(3vt_1 ~LM'O Nr TT~i 9.1( Gemele: 3p, DId Ttabaccts Uaa ContNbute to peetni 31 Manner of Oaatn p Not pregnant wleM1ln pat year ~ Veua ~ Plrabsubly 0 Nvtutel p H mlclde m p N ®u kn wn p Aawant p P.naing mwmg.Nen m p v.eanent a ume a sea p Net pregnvn4 but Plegnan<wltnln 43 tleVS of death O sorts[ p could not be determined p Nvc prvgnan4 but preg^ent 43 tlays to 1 year bebre deatM1 33. Oete Of lnlury (MO/O Vy/Yr) spell MontM1l / Ime Inlurv p Unknown 11 Prargnant wlehln <M1a Paat veeY 33. T o _ Piece aI mlurv lee- Dome, cena[rveuon one, ism, acnool 35. Loca[Inn of lnlury ISLree<ena Numbe4 Clry, state. ZIp Cnael 36. Yn)ury et Work NTranapnrtptlen lnlury, speclH: 3g. Oeacnbe Nnw Injury OCCUr.etl: p yea P M o p.aest S n p D er^ O Na ~ p P •. p D r( peaM 9 cennlal^cne[x Pmv nnHs 3 m4 u g ^nn .n - m m. bea ar newlei ae a oc=..r.ea a.. w M e[aJ ena m hoer oat. sa a.. c ne ro aaa . b a a i n p y a u a~ < n a a ae . c . owl ce, .a cd k m rclH n pbwmun <n. be n ~ P n n v r.a ec caua '}3r3t. ma (1 a F'~ c a[e .na met <n time~a na e r.+.v optmo~•ae.<ne O Meaol eaem .den -Dn in. TP 1 ..w/ne m.escrenmv'm n a 9 eNUmb.r:MD 4 t~l r / -O } ) cn.aRn... ti wV~ w sgn.mm of [enlnlr: rule o f 39b. Neme. Atltlvear entl 31p entl[ p1 Peravn Cample[Ing.Cawv nr OveM (1<am 36) "~ nn c. ae SIHn a IMO/ V/VG) CNm f'ti)) P!~ 111 DOS Ot e90 ~- lc C.I SleTnyi'xt~e DgN1 1t HNA*J 31.B KR , 1 . . R Y}h2g Nf 4p. Realaaryra Dlam[t Nam .e .g atr Regnte.r a p.v c+/Z S'/3/ a ~ _~i/ 49. 4mentlmen[s ...____...__.._-.._._ mar>~~n -__--. - /G r,-/c- /(~G i~~f AMA - LAST WILL AND TESTAMENT OF B. LEWIS MILLER Z, B. LEWIS MILLER, a resident of Florida, which I declare to be my domicile, do hereby make, publish and declare this instrument to be my Will and hereby revoke any and all Wills and Codicils heretofore made by me. ARTICLE 1. 1.1) I direct that all of my legal debts, the expenses of the administration of my estate and the expenses of my last illness, funeral and interment be paid out of my estate. 1.2) I direct that all estate taxes occasioned by my death upon or in relation to any property, whether passing under this Will or otherwise, shall be paid out of my estate as an expense of administration, and shall not be charged against the respective beneficiaries or distributees, nor shall my Personal Representative seek contribution or reimbursement from anyone; provided, however, this shall not apply to any gift or benefit included in my gross estate under Section 2001(6), Section 2035 or Section 2044 of the Internal Revenue Code, as amended, nor shall it apply to any assets included in my gross estate under an instrument which provides fox the payment of such taxes. The estate tax on such property shall be paid by the Section 2001(6) or Section 2035 donee, or Section 2044 beneficiary, or as directed by such other instrument. If my spouse survives me, I direct that no portion of the estate taxes shall be paid out of any portion of my estate which qualifies for the marital deduction allowed under the United States Internal Revenue Code, as amended, and for which a marital deduction is allowed. • 1.3) Anything in the preceding paragraph to the contrary notwithstanding, to the extent that the U.S. estate tax liability occasioned by my death shall exceed the par value of U,S. Treasury Bonds redeemable at par in payment of U.S. estate taxes -1- which constitute an asset of my Revocable Living Trust under agreement dated , ., ~;~ z 1994, as amended at my death, my Personal Representative shall be liable for such additional U.S. estate tax liability and shall pay the deficiency as follows: (a) First, by redeeming any U.S. Treasury Bonds redeemable at par in payment of U.S. estate taxes constituting an asset of my estate. {b) Second, either from other assets in my probate estate, or by certifying to my Trustee such sums as are required to pay the deficiency, or by deferring to my Trustee's discretion to pay the deficiency. 1.4) All costs of safeguarding, insuring, maintaining, packing and storing of assets of my estate prior to their distribution, and of delivering each item to the place of residence of the beneficiary at that time, shall be deemed to be an expense of the administration of my estate. ARTICLE 2. 2.1) I devise my tangible personal property including, but not limited to, clothing, jewelry, silver tableware and cutlery, furniture, books, works of art, automobiles and boats, if any, together with all insurance thereon or in respect thereto, to my spouse, ESTELLE R. MILLER, if living, otherwise I have prepared or may prepare and attached to my Will a written, signed statement which devises certain of my tangible personal property. I intend that the written statement be a legally binding disposition of the tangible personal property described in such written statement. ARTICLE 3. 3.1) I devise the residue of my estate, excluding any property over which I may have any power of appointment at the time of my death, to the Trustee of that certain Trust created by me dated .Se.C~-Q~rn-Q.~VI- ~~ 1994, as the Trust may be amended at the time of my death, to be administered as a part of the -2- principal of the Trust. As of this date, H. LEWIS MILLER is the designated Trustee, ESTELLE K. MILLER is the designated first successor Trustee, KEITH W. KINTIGH is the designated second successor Trustee and LINDA L. MILLER is the designated third successor Trustee. If for any reason a court of competent jurisdiction shall declare this testamentary transfer to the Trustee of said Trust or said Trust itself to be invalid, I devise the residue of my estate to the Trustee named in the Trust instrument, as amended, in trust, for the uses and purposes and subject to the terms and conditions set forth in the Trust instrument, as amended, for the period beginning with the date of my death. ARTICLE 4. 4.1) I appoint my spouse, ESTELLE K. MILLER, as Personal Representative of my estate. If the appointed Personal Representative is or becomes unable or unwilling to serve, I appoint my niece, LINDA L. MILLER, as successor Personal Representative. I direct that no bond shall be required of any Personal Representative. If my Personal Representative shall be required to file a U.S. estate tax return, I authorize my Personal Representative to request a "prompt assessment" pursuant to Internal Revenue Code Section 2204, as amended. 4.2) In the administration and distribution of my estate, my Personal Representative shall have the power and authority created under Section 733.612, Florida Statutes, as amended. In addition and not in limitation of any common-law or statutory authority, and without application to any court, my Personal Representative shall also have the powers and responsibilities described below to be exercised in my Personal Representative's absolute discretion: (a) To acquire, encumber and dispose of real and personal progeny, and no purchaser or lender shall be held liable to see to the propriety of the transaction nor to the application of proceeds. It is my intention to grant my Personal Representative a general power of sale, and any action taken pursuant thereto shall be valid without any showing of necessity and without authorization or confirmation of court. -3- (b) To file income and gift tax returns in my name or jointly with my spouse, or with the Personal Representative of my spouse's estate, and to determine and pay out of estate funds all such taxes or such portion thereof as my Personal Representative shall deem proper. (c) To make distributions (including the satisfaction of any pecuniary devise) in cash, or in specific property, real or personal, or an undivided interest therein, or partly in cash and partly in such property, and to do so without regard to the income tax basis of specific property allocated to any beneficiary (including any Trust); and such power shall not be exercised in such a way that it will affect the deductibility of any devise for charitable or marital deduction purposes. (d) If any portion of a devise hereunder to a Trustee shall consist of real property, the Trustee shall have the power and authority either to protect, conserve and to sell, or to lease, ox to encumber, or otherwise to manage and dispose of that real property, as such real property may be more particularly described in any estate proceedings under this Will or any conveyances by my Personal Representative to the Trust mentioned herein. (e) My Personal Representative's decision regarding any statutory power or power granted in this instrument shall be final and conclusive as to all beneficiaries. Notwithstanding any power contained herein, no power or provision of this Will shall be exercisable by my Personal Representative in such a way as will cause the disallowance of the marital deduction. IN WITNESS WHEREOF, I, H. LEWIS MILLER, have signed, sealed, published and declared this instrument, consisting of five (5) pages, as my Last Will and Testament, and upon the fourth and fifth pages hereof, I have signed my name, this ~ ~ da Y of `~ f'Q"~:ny~.,C,~;1,~ 1994. c~o ~'LC Y~lJ' ~/•-ILPC2/' ( SEAL ) H. L IS MILLER The foregoing instrument was signed, sealed, published and declared by H. LEWIS MILLER as his Last Will and Testament in the presence of us, the undersigned, who, at his request, do attest -4- as witnesses, after said Testator has signed his name, a-Ind in his presence and in the presence of each other, this ~ ~ day of cS r% ,~~1'vL~•~'Z , 1994. STATE OF FLORIDA COUNTY OF SARASOTA , We, R. LEWIS MILLER, 'Z ~CrL.~.,..~ e: ,,;~,c-c, and ~-n ,CP , the Testator and the wi~nesses respectively, whose names are signed to the attached or foregoing instrument, were sworn and declared to the undersigned officer that the Testator signed the instrument as his Last will, that he signed voluntarily, and that each of the witnesses, in the presence of the Testator and in the presence of each other, signed the Will as a witness. ,/ ,~> ~ Testat ,~ c, --'Witness C,e. ~1,_,c,c~ W ness SWORN TO AND SUBSCRIBED before me this •~ ~ day of `~~ t,(i~.tl~. 1994, by B. LEWIS MILLER, the Testator, (Notary oose one) ~] who is personally, known to me or [ ] who has produced u 44 0 0.-Z as identification, and by -f,c.~ ~" ~¢ ~ (first witness) Notary choose one) w o is rsonally known to me or [ ] who has produced as identification, and by ~ CL • va. (second witness) (Notary choose one) [ X who is personally Known to me or [ ] who has produced '"' ,~~ as identification. ,, Signature ot.NOtary Publi C`~. My Commission Expires: ROI:MILLRCLRW „~r'~^ RrvERO.uPRCiwwc NO1Af;Y PU5UC STAi; OF FLO&i0?, `!.. F MY COIhMISS;CN EXPIRES GEC. 1E, 15fG •.~~ COIAMLSIOp'4 CC2455EU _5_ "`"" EOTlGEDThIRU Kc,.:~~;N Si~RET14NS. CO. R:°.V9CABLE °.'~UST AGREEI4ENT II: _'~+IS ':. LI, I:I9~. herea _`ter re `ex red to as the "Grantor", h:~in,l ae:ai. r. aass~t; es set forth on the schedule accompanying t.`'. s 'rus tr -. ~i ~ie::'~~:. such assrs~ts to the Trustee IN TRUST on the fa{lo'-~:.ng ~:. ,=. r:rs tc.d c~.nditions: ART::CLE 1. :..1) :he rest: assets shall ccnsist of the foregoing and st;h cl:het .asac~.: a.:. ".he Grantor may transfer to the Trustee, or wt~ -ch ':he ': ru:>-~a r :,1+•311 receive and accept from other sources, im aut.,i ny :he (b t r.,t:~r's estate, and any other assets substituted -a tF.+~ref ~r o addrd tl.e:r eto.- Thi:a Trust may be referred to as "THE H. LEIVIi M ~LPII2 RaV1"•QA 3LE LIVING TRUST." ARTICLE 2. 2. LJ ' he G: a ilex reserves 1:he right to revoke this Agreement at any tin ~: wi: h~n~t: anyone's consent. and without providing any ce::son. Fvoca. :.i r-~n a!~a11 be in writing and shall be effective up~;u e;u:cvt i.on l; ~r Gr an•.:or. 2.:') '. he GI's d.c:^_ reserves the right to alter or amend this Ngreem~ur,.t at: an; time, in whale or in part, without anyone's con;:en':., a:.,:ept. t'+at. the same shall not be amended to increase lhe~ dillies or. :r.=spo,nsibilities of any Trustee then serving 'wit.-,out su r.i. T_.x: le~~::`s ronsent. Any amendment to this Trust Agr=eme.nt n~.st t+a it ~arit-ing and executed by the Grantor in the pre;encE~ of et ::east: taro (2) subscribing witnesses who subscribe the it crs mes~ as ~:.i messes in the presence of the Grantor and in the presenr.~:~: of +:~a ::h other.. 2.'--~) 'Clie riiih rs he re_n reserved to the Grantor to revoke and amend tt,is hgreerm~nt. are hereby declared to be personal rights ere: cis a ~].e by t h. ~ ~[;r.antor alone and not by any other person, i.nc:.udi~q an ateo'ney-~:.n~-fact or court-appointed guardian. No suer. guard'. is ox attnrney-in-fact shall have any right to demand or iece.i're a..ny pa r. of Iha_ principal or income of the Trust. -l- 2.9) Grantor acknowledges that this Trust is being created primarily for Grantor's benefit and its terms shall be so construed. Grantor realizes that physical or mental health problems may cause the Grantor to be responsive to the undue influence of others, adversely affecting Grantor's assets and the intent of this Trust. Grantor authorizes the Trustee then serving to seek appropriate assistance, including, but not limited to, court assistance to determine any questions regarding Grantor's capacity or undue influence. Grantor specifically desires protection from undue influence in order that Grantor's intent, as reflected in this Trust instrument, and as it may be properly amended in the future, shall be effectuated. 2.5) Any revocation or amendment of this Agreement as provided in Paragraphs 2.1 and 2.2 shall be done without Grantor incurring any distribution, revocation, termination or other similar fee. ARTICLE 3. 3.1) The Trustee of this Trust shall be H. LEWIS MILLER. Upon the refusal or inability of the Trustee to act, for whatever reason, Grantor's spouse, ESTELLE K. MILLER, is designated as first successor Trustee by qualifying as provided in Paragraph 3.3. Upon the refusal or inability of the first successor Trustee to act, for whatever reason, Grantor's spouse's nephew, KEITH W. KINTIGH, is designated as second successor Trustee by qualifying as provided in Paragraph 3.3. Upon the refusal or inability of the second successor Trustee to act, for whatever reason, Grantor`s niece, LINDA L. MILLER, is designated as third successor Trustee by qualifying as provided in Paragraph 3.3. The term "Trustee" as used herein shall include the singular and the plural and all genders. 3.2) If all enumerated Trustees are unable or unwilling to act, the income beneficiary or beneficiaries who are sui juris may, by a majority in number, designate a corporate Trustee to act, so longas-the corporate Trustee is~authorized to administer -2- Trusts. Such appointment shall be in writing and executed in the presence of two (2) subscribing witnesses. 3.3) A Trustee may resign at any time by filing with each income beneficiary a written notice of resignation which shall become effective upon the qualification of a successor Trustee. A successor Trustee shall qualify by filing a written notice of acceptance with the income beneficiaries who are sui juris at the time of acceptance. IIpon accepting the Trust, a successor Trustee shall be substituted for and have the same obligations, rights and powers, discretionary or otherwise, as the original Trustee. A successor Trustee shall be under no obligation to inquire into the acts. or to examine the accounts of any prior Trustee and shall not be liable for acts, omissions or failures to account properly prior to qualification. If a corporate Trustee is named as successor Trustee herein, such corporate Trustee may act as agent for any acting individual Trustee under a separate agency agreement with respect to the property designated in such agency agreement. 3.4) In the event of the disability or incapacity of the Grantor, the Trustee, or some other person designated by the Trustee who shall be subject to removal by the Trustee, shall insofar as the Trust and all payments and distributions hereunder are concerned, also be the guardian of the property of the Grantor. 3.5) Except as provided in Paragraph 2.3, a guardian or conservator of the estate of a beneficiary under legal disability, or the parents, surviving parent or legal custodian of a minor beneficiary for whose estate no guardian has been appointed, may act for such beneficiary in making any appointment and giving any direction under this Trust. 3.6) The disability or incapacity of the Grantor (or a Trustee hereunder, if applicable) may be established by a written statement from a licensed medical doctor. -3- 3.7) Every successor Trustee shall have all the title, powers and discretions given to the Trustee herein without any act of conveyance or transfer; provided, however, no title or interest in real property shall vest in any successor Trustee until such time as the successor Trustee has recorded an Acceptance of Trust in the county where the real property is located. 3.8) Following the death of the Grantor, oz if the Grantor is determined to be incapacitated as provided in Paragraph 3.6, the majority in number of the income beneficiaries who are sui juris shall have the right to require the resignation of any corporate Trustee, without incurring any distribution, revocation, termination or other similar fee, upon delivering to the terminated corporate Trustee: (1) written request for such resignation from the majority in number of the income beneficiaries who are sui juris; and (2) a written acceptance from a new corporate Trustee. ARTICLE 9. 4.1) The Trustee shall pay all of the net income to the Grantor at least quarterly, In addition, the Trustee shall distribute to the Grantor such portions of the principal as the Grantor from time to time may direct either verbally or in writing. In the event of the Grantor's incapacity, the Trustee, in the Trustee's sole discretion, may pay to the Grantor, or use, expend and disburse for the Grantor's benefit, such portions or all of the net income and such portions or all of the principal, as the Trustee may determine to be required for the Grantor's health, support, maintenance and general welfare. Any income not distributed in any fiscal year of the Trust shall be added to principal. Additionally, in the event of the Grantor's incapacity, the Trustee is authorized to disburse the net income, and such portion or all of the principal as the Trustee, in the -4- Trustee's sole discretion, may determine to be necessary for the health, education, support and maintenance of the Grantor's spouse. ARTICLE 5. 5.1) Upon the Grantor's death, the Trustee shall hold, manage, administer and distribute the remaining principal of the Trust, together with all property distributable to the Trustee as a result of the Grantor's death, whether by Will or otherwise, all such property being hereafter referred to as the "Trust Fund", as hereinafter provided. Until distribution shall occur, the net income of the Trust Fund shall be distributed as nearly as possible in the same ratio and to the same recipients who will receive Trust income or Trust principal upon completion of distribution. All costs of safeguarding, insuring, maintaining, packing and storing of assets of the Trust prior to their distribution, and of delivering each item to the place of residence of the beneficiary at that time, shall be deemed to be an expense of the administration of this Trust. 5.2) The Trustee may pay to the Grantor's Personal Representative out of the Trust Fund such sum or sums as the Personal Representative shall certify to 6e required to pay the Grantor's expenses of last illness, funeral, burial, property taxes, debts, claims and expenses of administration chargeable to Grantor's estate. The Trustee shall be responsible for the payment of U. S. estate taxes to the extent that there are U.S. Treasury Bonds redeemable at par in payment of U.S. estate taxes in the Trust at the Grantor`s death and shall redeem such bonds in payment thereof. To the extent that the U.S. estate tax liability exceeds the par value of such bonds, the Trustee may advance to Grantor's Personal Representative such sums as the Personal Representative shall certify to be required to pay such U.S. estate tax deficiency, or may pay such deficiency directly out of the Trust estate. The Trustee shall also pay out of the principal of the Trust Fund all expenses of administration of the -S- Trust Fund (including, but not limited to, the commissions of the Trustee and attorney's fees). No payment pursuant to this paragraph, however, shall be made from any portion of this Trust which is allocated to satisfy any charitable or marital devise qualifying for the charitable or marital deduction for federal estate tax purposes. If any assets are included in Grantor's gross estate under ZRC Section 2001(b), Section 2035, Section 2039 or Section 2044, the estate tax on such property shall be paid by the Section 2001(b), or Section 2035 donee, or the Section 2039 beneficiary, or Section 2044 assets. 5.3) If ESTELLE K. MILLER, hereafter referred to as "Grantor's spouse", survives Grantor, the Trustee shall distribute to Grantor's spouse a sum equal to the amount by which the value of the property disposed of by this Trust exceeds the aggregate of (1) the value of the property distributed to i beneficiaries by preceding paragraphs of this Trust, (2) a sum ~~~ equal to the largest amount, if any, that can pass free- of ~~ federal estate tax under this Trust by reason of the unified credit allowable in Grantor's estate, after taking account of property distr ibuted to beneficiaries by previous paragraphs of this Trust and property passing outside this Trust which is includable in Grantor's gross estate and which does not qualify for the marital or charitable deduction, and after taking account of charges to principal that are not allowed as deductions in computing Grantor's federal estate tax, and (3) Grantor's debts, expenses of administration and other charges payable from principal by the Trustee or Personal Representative, including death taxes referred to in Paragraph 5.2 hereof, which reduce the value of property disposed of by this Trust that may qualify for the marital deduction. For the purpose of establishing the sum disposed of by this paragraph, the values finally fixed in the federal estate tax proceeding shall be used (or if none, the date-of-death values that would have been applicable). Grantor recognizes that no sum may be disposed of~by this paragraph, or -6- that any sum so disposed of may be affected by the action of Grantor's Personal Representative in exercising certain tax elections. If Grantor's spouse and Grantor die under such circumstances that render it impossible or difficult to determine who predeceased the other, Grantor's spouse shall be deemed to have survived Grantor, and this Trust shall be construed upon that assumption, all laws to the contrary notwithstanding. 5.4) If Grantor's spouse, ESTELLE K. MILLER, survives Grantor, the balance of the Trust Fund shall be retained by the Trustee, to be held, administered and distributed as the "Credit Shelter Trust" for the following uses and purposes: (a) During the life of Grantor's spouse, the Trustee .shall distribute to Grantor's spouse, commencing with the date of ~ Grantoc's death, all of the net income of the Credit Shelter Trust, and such payments shall be distributed at least as often as quarterly. in addition to the net income payments, the cab, Trustee, in the Trustee's sole discretion, is authorized and (q empowered to invade the principal of the Trust fox the health, support, maintenance and education of Grantor's spouse, at such ~ times and in such amounts as the Trustee shall determine is necessary and proper for such purposes, and pay the same to Grantor's spouse to permit Grantor's spouse to maintain the same standard of living to which Grantor's spouse was generally accustomed during the marriage of the Grantor and Grantor's spouse, without taking into consideration any other assets and income known by the Trustee to be available to Grantor's spouse for such purposes. In exercising this discretion, the Trustee shall be concerned primarily with the interests of Grantor's spouse rather than the remaindermen. (b) Upon the death of Grantor's spouse, or upon Grantor's death if Grantor's spouse does not survive Grantor, the principal of the Credit Shelter Trust, or the residue of the -7- Trust, shall be divided into two (2) equal parts designated as PART A and PART B, which Part shall be distributed as follows: (i) Twenty-five percent. (25&) of PART A shall be distributed to Grantor's sister, MABELL. WOLFE, if living, or if she has predeceased Grantor, to her daughter, REHA SHAW, if living, or if she is not living, to her lineal descendants, per stirpes. ~(p (ii) Twenty-five percent (258) of PART A shall be ~~ distributed to Grantor's brother, CLETUS I. MILLER, if living, or \ if he has predeceased Grantor, to his daughter, LINDA L. MILLER, A if living., or iE she is not living, the same shall be divided \~` equally among those beneficiaries receiving distributions under PART A. (~ 1 (iii) Twenty-five percent (258) of PART A shall be distributed to Grantor's brother, ALVIN A. MILLER, if living, or if he has predeceased Grantor, the same shall be divided equally among those beneficiaries receiving distributions under PART A. (iv) Twenty-five percent (258) of PART A shall be distzibuted to Grantor's niece, RUTH GOTTSCHALL, if living, oz if she has predeceased Grantor, the same shall 6e divided equally among those beneficiaries receiving distributions under PART A. (v) PART H shall be distributed in equal shares to Grantor's spouse's nephews, KEITH W. KINTIGH and STEVEN KINTIGH, if living, otherwise to their lineal descendants, per stirpes_ ARTICLE 6. 6.1} Until the Trustee shall receive written notice of any birth, marriage, death or other event upon which the right to distribution of the income or principal of any trust may depend, the Trustee shall incur no liability for distributions made in good faith to persons whose interests may have been affected by that event. -S- 6.2) No Trustee shall have any duty to inquire into the administration of the Grantor's estate or be responsible for any act or omission of any Personal Representative. 6.3) All payments of income and principal under any trusts or funds created hereunder shall be inalienable by the beneficiaries and free from the control or interference of any creditor of a beneficiary or of any spouse of a married beneficiary and shall not be subject to attachment, judgment, levy, sequestration, garnishment, bankruptcy or other insolvency proceedings or legal process or susceptible of anticipation or alienation. Should any beneficiary attempt to transfer or otherwise affect such beneficiary's interest in the trust or fund or the income therefrom by voluntary act or operation of law or in the event of any attempted levy, attachment, garnishment or sequestration of a beneficiary's interest in the income or principal, all payments to or for such beneficiary shall, in the Trustee's sole discretion, be made either personally to the beneficiary or used by the Trustee for the benefit of the beneficiary. 6.4) The whole or any part, of the income or principal payable to any beneficiary hereunder who is incapacitated through illness, age or other cause, may be applied by the Trustee for such beneficiary's health, maintenance, support and education. Any such application may be made at such times and in such manner as the Trustee deems advisable, whether by direct payment of such beneficiary's expenses, or by payment to a person selected by the Trustee to receive payment for such beneficiary. In either case, the receipt by the person to whom payment is made or entrusted shall be a complete discharge of the Trustee in zespect thereof. 6.5) If a trust created herein has not vested twenty-one (21) years after the death of the survivor of the beneficiaries and contingent beneficiaries of the trust who are living at the time of Grantor's death, then the remainder of the trust shall vest at that time in the beneficiaries to whom income may be -9- distributed, vesting to be in the proportions in which the beneficiaries are eligible to receive distribution of income if made. In the case of undetermined shares, the vesting shall be in shares determined by the Trustee. Each share shall be held by the Trustee as a separate trust for the beneficiary and administered and distributed in the manner provided herein, except that if any beneficiary shall die before receiving distribution, the assets of the trust shall be distributed to his or her estate. ARTICLE 7. 7.1) If a Trustee, other than Grantor, shall be acting as Trustee, such Trustee shall prepare an account for each taxable year of each trust or fund and, whenever a Trustee, other than Grantor, ceases to serve, an account shall be prepared from the time of the last prior account through the end of the period of service. Such Trustee shall keep each account available for inspection by and shall, when requested, deliver copies to the beneficiaries eligible within the period covered thereby, to receive benefits from the trust or fund which is the subject of said account. The written approval of an account by such a beneficiary, or by his or her parent or guardian if such beneficiary is a minor or otherwise incompetent, shall be final and binding upon the beneficiary and upon all persons then or thereafter claiming any interest through or under him or her in the income or principal of such trust as to all matters stated therein or shown thereby. Failure of such beneficiary, or of his or her parent or guardian if such beneficiary is a minor or otherwise incompetent, to deliver to such Trustee written objection to an account within thirty (30) days after receipt thereof shall constitute the final and binding approval thereof by that beneficiary. 7.2) In the administration and distribution of any trust or fund created hereunder, the Trustee shall have the power and authority conferred by Florida Statutes Section 737.402, as -1D- amended. Additionally, the Trustee shall have the following additional power and authority; provided, however, that no Trustee acting hereunder shall have authority to direct investments or management or distribution (including invasion of principal) of Trust principal in such a manner as will cause inclusion of such assets in the estate of such Trustee for federal estate tax purposes: (a) To acquire, encumber and dispose of real and personal property (including, but not limited to, securities), and no purchaser or lender shall be held liable to see to the propriety of the transaction nor to the application of the proceeds. Zt is Grantor's intention to grant the Trustee a general power of sale, and any action taken pursuant the reto shall be valid without any showing of necessity and without authorization or confirmation of court. (b) To make distributions (including the satisfaction of any pecuniary distribution) in cash or in specific property, real or personal, or an undivided interest therein or partly in cash and partly in such property, and to do so without regard to the income tax basis of specific property allocated to any distributee (including any Trust); and such power shall not be exercised in such a way that it will affect the deductibility of any devise for charitable or marital deduction purposes. (c) To divide property in any Trust being held hereunder with an inclusion ratio, as defined in Section 2642(a)(1) of the Internal Revenue Code, as amended, of neither one nor zero into two separate Trusts representing two fractional shares of the property being divided, one to have an inclusion ratio of one and the other to have an inclusion ratio of zero. If such division shall be made, all principal invasions shall first be made from that Trust having an inclusion ratio of one. Additionally, all estate or other transfer taxes (both federal and state) shall first be paid from the Trust having an inclusion ratio of one unless such payment shall constitute a constructive addition to the Trust with an inclusion ratio of zero, in which case such taxes shall be paid proportionately from each Trust. 7.3) The Trustee shall be entitled to receive reasonable compensation for services rendered in any fiduciary capacity under this agreement. The Trustee shall also have the power to retain and pay the compensation of appraisers, accountants, legal -11- counsel and others when the Trustee shall determine that such services are necessary in connection with the affairs of the Trust and may pay them their customary fee for services rendered whether on an hourly or percentage basis. Grantor desires the Trustee to retain professionals that the Trustee deems competent to deal with the affairs of the Trust. 7.4) The Grantor may have already created or may hereafter create, or both, other trusts of the so-called "pour-over" variety or provide by Will for a "pour-over," and if and to the extent the Trusts or Wi11 shall result in additional assets coming to the Trustee hereunder, such additional assets shall be held and administered in all respects as if included on the accompanying schedule. ~` 7.5) No purchaser from the Trustee or any other person dealing with the Trustee shall be under any obligation to see to the application of the purchase money or to the proper administration of the Trust. Any corporation, its transfer agent and its dividend disbursing agent and any person, firm or corporation, bank oc savings and loan association, and any other party with whom the Trustee shall deal: (a) Shall be under no obligation or liability with respect to the validity or proper administration of this Trust, (b) Shall be entitled to rely entirely upon written orders of the Trustee or his nominee, and (c) Shall be entitled to assume that this Agreement as now written is in full force and effect until receipt of the written notice of its amendment, termination, or revocation. 7.6) Thia Trust is established under the laws of the State of Florida. IN WITNESS WHEREOF, the parties have signed and sealed this instrument on ~..~c ,~ , 1994. ~-~D' o~GVta~ ~/~G~f/ ( SEAL ) A. L IS MILLER GRANTOR AND TRUSTEE -12- The foregoing Trust Agreement was signed, sealed, published and declared by the Grantor in the presence of us, the undersigned who have attested as witnesses, after the Grantor signed, in the presence of each other and in the Grantor's presence, on the date stated above. STATE OF FLORIDA COQNTY OF SARASOTA I FIERESY CERTIFY that on this day before me, a Notary Public in the above State, personally appeazed H. LEWIS MILLER, (Notary ~y choose one) [ ]] who personally known to me or [ ~ho has prodpced 1`.l~ ~~'-~~~_~ as identification, and who is known to me to be the person described as the Grantor in and who executed the foregoing Trust Agreement, and who acknowledged before me the execution thereof to be the Grantor's free act and deed for the purposes therein expressed/. WITNESS my hand and official seal o>~c9 ~~ 199 d..~~~~ ~~~ c ~ flOGEAD ISPN aA1NG p` NOfA(f•' ,,4?E OF FLOAIOA Cr` A lEXPiHES DFC. 16, 1986 4%q V '{ Ca t..;2465% BCn ~i dnUl t51F3C1 SURETY ING.CO. THIS FIRST AMENDMENT TO REVOCABLE TRUST AGREEMENT, made and entered into this day of ~bYULCYII 2009, by and between H. LEWIS MILLER, as Grantor, and H. LEWIS MILLER, as Trustee, WITNESSETH: WHEREAS, the Grantor entered into a certain Trust Agreement dated 21 September 1994; and WHEREAS, pursuant to the provisions of ARTICLE 2 of said Trust Agreement, the Grantor reserved the right to revoke, alter or amend the Agreement at any time; and WHEREAS, the Grantor desires to amend said Trust Agreement pursuant to the reserved power contained therein. NOW, THEREFORE, the Grantor hereby amends said Trust as follows: 1. The provisions of Paragraphs 5.3 and 5.4 of ARTICLE 5 of said Trust are hereby revoked and the Grantor substitutes therefor the following new provisions: "5.3 If ESTELLE K. MILLER hereafter referred to as the "Grantor's spouse," survives the Grantor, the Trustee shall: (A) Set aside from the total Trust Fund, a fractional share of the Trust Fund, including additions thereto, of which (i) the numerator is the smallest amount which, if allowed as a federal estate tax marital deduction, would result in the least possible estate tax payable by reason of the death of the Grantor, and (ii) the denominator is the federal estate tax value of the assets included in the Grantor's gross estate which became (or the proceeds, investments or reinvestments of which became) Trust property. In determining the amount of the numerator, the Trustee shall consider the credit for state death taxes only to the extent those taxes are not thereby incurred or increased and shall assume that no portion of the Credit Shelter Trust hereinafter established qualifies for the marital deduction. For the purposes of this pazagraph, the trust property is all property in the trust estate, including any property added thereto by the BECHTOID 8 CORBRIDGE P.A. - SBra9ole - VeM~, FlgIOa Grantor's Will, which was not paid or distributed pursuant to any preceding articles of this Trust Agreement and which would qualify for the federal estate tax marital deduction if it were distributed outright to the Grantor's spouse. In funding this fractional share, the Trustee shall have the discretion to fund the same with assets having a value equal to the total value of the fractional share determined in accordance with this paragraph, or to apply said ftaction to each and every asset of the Trust Fund. This fractional share shall be designated the "Marital share" and shall be distributed outright and free from trust to the Grantor's spouse. (B) The Trustee shall hold the balance of the Trust Fund, IN TRUST, to be known as the "Credit Shelter Trust" and shall manage, administer and distribute the same as follows: (1) .Commencing with the death of the Grantor, the Trustee shall pay all of the net income from the Credit Shelter Trust in monthly installments to ESTELLE K. MILLER. (2) The Trustee, in the Trustee's sole discretion, is authorized and empowered to invade the principal of the Credit Shelter Trust for the health, support, maintenance and education of the Grantor's spouse at such times and in such amounts as the Trustee shall determine is necessary and proper for such purposes, without taking into consideration any assets and income known by the Trustee to be available to the Grantor's spouse for such purposes. In this regazd, it is the Grantor's intent that the Grantor's spouse be able to maintain the standard of living to which the Grantor's spouse was accustomed during the Grantor's lifetime, specifically considering the loss of any pension or retirement benefits that terminate at the Grantor's date of death. In exercising this discretion, the Trustee shall be concerned primazily with the interests of the Grantor's spouse rather than the other named beneficiaries. (3) A disclaimer by the Grantor's spouse of any part or all of the Marital share shall not preclude the Grantor's spouse from receiving benefits from the disclaimed property in the Credit Shelter Trust. (4) Upon the death of the Grantor's spouse, all accrued or undistributed net income of the Credit Shelter Trust shall be distributed to the Grantor's spouse's estate. All property remaining in the Credit Shelter Trust shall be distributed as provided in Pazagraph 5.4 of ARTICLE 5 hereof as if the Grantor's spouse had predeceased the Grantor. 2 5.4 If the Grantor's spouse does not survive the Grantor, the residue of the Trust Fund shall be distributed as follows: (A) ONE-HALF (1/2) thereof shall be distributed as follows: (1) TWENTY-FIVE PERCENT (25%) thereof to the Grantor's brother, ALVIN A. MILLER, if living, otherwise said share shall be distributed proportionally among and pursuant to the shares established in Paragraphs 5.4(A)(2)(3)(4)(5)(6) and (7) of ARTICLE 5 hereof. (2) FIFTY PERCENT (50%) thereof to the Grantor's niece, LINDA L. MILLER, if living, otherwise said shaze shall be distributed proportionally among and pursuant to the shares established in Paragraphs 5.4(A)(1)(3)(4)(5)(6) and (7) of ARTICLE 5 hereof. (3) FIVE PERCENT (5%) thereof to the Grantor's niece, RUTH ~' ti u$5~,~~ ~GOTTSCHALL, if living, otherwise said share shall be distributed proportionally among and J ~~ pursuant to the shazes established in Paragraphs 5.4(A)(I)(2)(4)(5)(6) and (7) of ARTICLE 5 hereof. ~~ ~~ (4) FIVE PERCENT (5%) thereof to the Grantor's sister, MABEL L. ~LNq\~° ` WOLFE, if living, otherwise to the Grantor's niece, REBA SHAW, if living, otherwise said share shall be distributed proportionally among and pursuant to the shares established in Pazagraphs 5.4(A)(1)(2)(3)(5)(6) and (7) of ARTICLE 5 hereof. (5) FIVE PERCENT (5°/n) thereof to the Grantor's spouse's nephew, KEITH W. KINTIGH, if living, otherwise said share shall be distributed proportionally among and pursuant to the shazes established in Pazagraphs 5.4(A)(1)(2)(3)(4)(6) and (7) of ARTICLE 5 hereof. (6) FIVE PERCENT (5%) thereof to THE SAINT PETER'S UNITED CHURCH OF CHRIST, Pine Grove, Pennsylvania, if then existing. If THE SAINT PETER'S UNITED CHURCH OF CHRIST, Pine Grove, Pennsylvania shall no longer be in existence at the time of the Grantor's death, said share shall be distributed to the Grantor's niece, LINDA L. MILLER, if living, otherwise said shaze shall be distributed proportionally among and pursuant to the shares established in Paragraphs 5.4(A)(1)(2)(3)(4)(5) and (7) of ARTICLE 5 hereof. (7) FIVE PERCENT (5%) thereof to CARE ASSURANCE ENDOWMENT FUND, Bethany Village Retirement Center, Mechanicsburg, Pennsylvania, if then existing. If the CARE ASSURANCE ENDOWMENT FUND, Bethany Village Retirement Center, Mechanicsburg, Pennsylvania shall no longer be in existence at the time of the Grantor's 3 death, said shaze shall be distributed proportionally among and pursuant to the shares established in Paragraphs 5.4(A)(1)(2)(3)(4)(5) and (6) of ARTICLE 5 hereof. (B) The remaining ONE-HALF (1/2) shall be distributed as follows: (1) FIFTY PERCENT (50%) thereof to the Grantor's spouse's nephew, KEITH W. KINTIGH, if living, otherwise to the lineal descendants of KEITH W. KINTIGH, per stirpes. (2) FIFTY PERCENT (50%) thereof to the Grantor's spouse's nephew, STEVEN J. KINTIGH, if living, otherwise to the lineal descendants of STEVEN J. KINTIGH, per stirpes." Except as herein amended, the said Trust Agreement dated September 21, 1994 shall remain in full force and effect and the Trustee agrees to be bound thereby and by this amendment thereto. IN WITNESS WHEREOF, the parties hereto have signed and sealed this instrument on the day and year first above written. ~~ H. LEWI MILLER GRANTOR AND TRUSTEE This instrument was signed, sealed, published, and declared by H. LEWIS MILLER as his First Amendment to Revocable Trust Agreement in our joint presence, and at his request we have signed our names as attesting witnesses in his presence and in the presence of each other this ~ D~'' day of ~ bras ry , 2009. Name (1"Witness Sign Nama) '~~ DENA M. OBNEY (1" Witness Print Neme) ~~ cz^^ w°neas sign Ut~~NNA SCA ~~'LIONE Address Venice, FL Witness Print Name) 4 STATE OF FLORIDA COUNTY OF SARASOTA Grantor, H. LEWIS MILLER, declazed to the officer taking the Grantor's acknowledgment of this instrument, and to the subscribing witnesses, that the Grantor signed this instrument as the Grantor's First Amendment to Revocable Trust Ageement. O~.~G(il/LCJ ~-~ H. LEWIS M LER We DENAM. ®BNEx and DONNASCAGLIONE have been sworn by the officer signing below, and declaze to that officer on our oaths that the Grantor declazed the instrument to be the Grantor's First Amendment to Revocable Trust Ageement and signed it in our presence and that we each signed the Amendment as a Witness in the presence of the Grantor and of each other. 2"° Witness Acl~owledged and subscribed before me by the Grantor, H. LEWIS MILLER, [ who is personally known to me; or [ ] who has produced as identification, and sworn to and subscribed before me by the Witnesses, DENAIVI.®BNL`5t (19rWitness), ('f who is personally known to me; or [ ]who has produced DONNA SCAGLIONE as identification, and (tee Witness) [ who is personally known to me; or [ ]who has produced as id ~ jfiq~tion, and subscr' d by me in the presence of the Grantor and the subscribing Witnesses, all on this (~f H day of 2009. Signature bf Not Public Print, type or ~C p commissioned of Notary Public: ~~e° R.O.ISPHORDINp =+; r RIY COMMIS610N 0DD 6016 ~~~` EXPIRES~December 16, 2012 ?yf_ M Thu NMSy PWAC UntlerM'rilxs _ ___ - PMA account 68 7974860 ~ July 1, 2012 -July 31, 2012 ~ Page 11 of 12 i I Retirement Certificates o Deposit ~ Retirement Certificate of Deposit 'i AcccantSUmmary Original value 520,818.54 Current value 520,835.94 Original issue date 3/6/12 I Current issue date 3/6/t2 Maturity date 12/6/72 I Term 9months Account number 9932463467 HLEWIS MILLER TRADITIONAL IRA Wells Fargo Bnnk, N.A., Florido (Memberf0lq Questions about your account 7-800-BEST-IRA Interest you've earned 2 12 account summary Interest rate 0.25% Direcnransfer deposits 520,818.54 Annual percentage yield 0.25% Interest paid 51740 INerest accrued but not paid 53,71 Interest paid tMs year 5 t 7.40 Activity detail l Interest Paid ^ 4.28 Curren(pel4nce __ __ $20,835.94 ~: I ]97x49 I III III III VIII VIII VIII VIII VIII VIII III VIII VIII VIII VIII VIII VIII VIII IIII IIII P6Lf 131 ~Od2570~06060~00~0~• PMA account 68619 4860 ~ July 1, 2012 -July 31, 2012 ~ Page 8 of 12, CERTIFICATES'OFDEPO5IT (CONTINUED) ^ Certificate of Deposit #2 Account summary Original value $5,000.00 Current value $6,062.19 Original issue date 6/6/08 Curren[ issue dale 6/6/08 Maturity date 6/6/13 Term GO months :count number 247402093415103 LE WIS MILLER REV LIVING TRUST LEWIS MILLER TTEE ells Fargo Bonk, N.A., Pennsylvania (MemberFDlQ .iestions about your account: 1-800-742-4932 Interest you've earned Interest rate 4.64% Annual percentage yield 4.75% Interest accrued buI not paid $077 Interest paid this year $161.93 Activity detail Interest Paid li Current balance $6,062.19 I ^ Certificate of Deposit #3 Account summary Original value $20,000.00 Current value $24,650 a5 Original issue date 6/30/08 Current issue date 6/30/08 Maturity date 6/30/13 Terin 60 months :count number: 247402093488900 LEWIS MILLER REV LIVING TRUST LEWIS MILLER TTEE ells Farga Bank, N.A., Pennsylvania (Member FDIC) ues[ions about your account: 1.800-742.4932 Interest you've earned Interest rate 5.12% Annual percentage yield 5.25% Interest accrued but not paid $691 Inleres~ paid this year $725.57 Activity detail Interes[Paid 103.51 Current balance ~ $24,6$0.4$ ]81448 PMA account 68619 860 ~ July 1, 2012 -July 31, 2012 ~ Page 10 of 1 Z CEHTIFICATESOFDEPOSIT (CONTINUED) ~ Certificate of Deposit #6 i Account suMmary Account number. 247402093811897 Original value $25,000.00 HLEWIS MILLER REV LIVING TRUST Curren[value 530,323.53 HLEWIS MILLER TTEE Original issue date 9/26/08 Wells Fargo Bonk, N.A., Pennsylvania (Member FDIC) Current issue date 9/26/08 Questions abom your aaount~. 1-800-742-4932 Maturity date 9/2fi/13 '. Term fi0 months Interest you've earned Interest rate 5.02% Annual percentage yield 5.15% Interest accrued but not paid $4.n Interest paid this year $875.38 Activity detail ~ Interest Paid 129.00 i~ Current balance 530,323.53 ]alHe WR,1,d.S rnr+c~o PMA account 6 61974860 ~ July 1, 2012 -July 31, 2012 ~ Page 7 of 12 Certificates of Deposit Summary of Certificates of Deposit Na. Account number Originolissue dale Original val e 7errn Mmmiry dale Gurenr holance 1 247402093391692 i 5/13/08 55.000. 0 60 months 5/13113 56.080.66 2 247902093415103 6/6/08 55,000. 0 60 months 6/6/13 56.062.19 3 247402093488900 ~ 6/30/08 520,000. 0 60 months fi/30/13 524,65045 4 247402093609578 7/18/08 515,000. 0 60 months J/18/13 518,410.33 5 247402093811892' 9/26/08 539,000. 0 60 months 9/26/13 547,304.71 6 Z47402093811897'~ 9/26/08 525,000. 0 60 months 9/26/73 530,323.53 Tetal of all Carliflcataa of Daposlt 5132,831.87 ~ Certificate of Deposit #1 Account summary Original value 55,000.00 Current value $6,080.66 Original issue date 5/13/08 Current issue date 5/13/08 Maturity dale 5/13/13 Term 60 months Interest you've earned Interest tale 4.6146 Annual percentage yleltl 4.75% Interest accrued but not paid 50.78 Imerest paid this year $162 43 .-~ ____ Interest Paid Currant balance 23.91 58,UBU.68 Accaurn number: 247402093391692 HLEWI$MILLER REV LIVING TRUST H LEWIS MILLER TTEE Wells Fnrgo Bank, N.A., Pennsylvanin (Member FDIU Guestions about your account 1-800-742-4932 7a)nas ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 'P1931311MJ5]OO4nnI0101n101. -~- S Susquehanna Bank 1570 Manheim Pike Lancaster PA 17604 1-(800)-311-3182 >028331 2288926 0001 092158 lOZ HIRAM LEWIS MILLER 2019 E ALAMEDA DR TEMPE AZ 85262-4002 Account Inf ormation 3000127950 T 3000140946 T 3000190960 T 3000187783 T Payer's Fed I.D. No. 23-0570293 OMB No. 1545-0112 Interest Income Form 1099-INT Copy B For Recipient For year 2012 Recipient's Tax I.D. No. XXX-XX-6661 Interest nterest on U.S. Income Bonds & Treas 159.17 779.58 809.00 Federal Tax Withheld 955.31 'i BOX 1 Interest Income. . BOX 2 Early withdrawal penalty . 80X 3 Interest on U.S. Savings Bonds BOX 4 Federal income tax withheld. . BOX 5 Investment expenses. . X 6 F T d and yeas. obligations BO oreign ax pai BOX 7 Foreign country or U.5. Possession ~~ BOX 8 Tax-exempt Interest. . BOX 9 Specified private activity bond int rest . BOX 10 Tax-exempt bond CUSIP no. (see ins ructions). . BOX 11 State BOX 12 State identification no. BOX 13 State tax withheld. - . This is important tax information and is Bing furnished to the Internal Revenue Service. If you are re ized to file a return, a negligence penalty or other sanction ma be imposed on you if this income is taxable and the IR9 de term'nes that it has not been reported. (KEEP FOR YOUR RECORDS.) ~, I 2,698.06 SUS+gU~'{'l!Q111?a Doing what counts. 800-311-3182 ... Customer Service Center Account: CD 7783 Time: 2/1 7/20 1 3 7:13:10 PM Ol/228013 Interest Added Back 8255 46,417.97 12/21/2012 Interest Added Bock 84.42 46,33[742 11818012 Interest Added Back 87.07 46,246.00 10/22/2012 Interest Added Back 84.1 I 46, I SR.93 09/21/2012 ~ Interest Added Back 86.74 46,074.82 08/22/2012 Inmrest Added Back 86.58 07/208012 Interest Added Back' 74.45 45,901.50 06/228012 Interest Added Back 76.81 .05 05/228012 Interest Added Back 74.20 45,750.24 04/208012 Interest Added Back 76.55 45,676.04 03/228012 Interest Added Back 7L50 45,599.49 02/228012 Interest Added Hack 76.50 45,527.99 01/208012 - Interest Earned - 7638 45451.49 12/21/2011 Interest Earned 73.ft0 45,375.11 I U21/2011 Interes[Earned 76.13 45,301.31 IU/21/2011 Interest Earned 73.55 45 ~25.IR 09/21/2011 - Interest Eamed 75.88 45,151.63 08/19/2011 Interest Earned 75.75 45,075.75 07/22/2011 De osit to CD 45000.00 45,W0.00 Total Debits: $0.00) Total Credi[s: $46,417.97 Si[,l~a[,~~~(~nihQ bo'tng what counts. 800-311-3182 ... Customer Salvice Center Account: CD 7450 Time: 2/17/20 13 7:11:24 PM 02/082013 Interest Added Back 14.57 4,988.84 01/09/2013 Interest Added Back 14.49 4,974.27 12/07/2012 Interest Added Back 13.98 4,959.78 11/09/2012 Interest Added Back 14.40 4,945.ft0 10/09/2012 In[erost Added Back ~ 13.90 4,931.40 09/07/2012 Interest Added Beck 13.31 4.917.50 08/09/2012 Interest Added Back 13.27 4 9 07/09/2012 Interest Added Back 12.81 4,%90.92 06/082012 Interest Added Back 13.20 .78.11 05/092012 Interest Added Back 12.74 4,%6491 04/092012 InteresrAdded Back 13.14 4,852.17 03/09/2012 Interest Added Back 12.26 4,839.03 02/082012 Interest Earned ~ 13.10 4,826.77 01/06/2012 Interest Eamed 13.06 4,813.67 1 210 8 20 1 1 Interes[Earned 12,61 4,800.61 II/0&/2011 INeresl Earned 1299 47%%(IIl 10/07201! Interest Earned 12.54 4,775.01 09/08201 I Interest Earned 11.94 4'762'47 08/082011 Interest Eamed 11.91 4,750.53 07/08/2011 Interest Earned 11.50 4,738.62 06/082011 ' Interest Eamed ~ ~ 11.85 4,727.12 05/06/2011 Interest Earned 11.44 4,715.27 04/082011 ~ Interest Earned 1 L80 4,703.83 03/oft/2011 Interest Eamed 10.67 4.692113 0 2/082 0 1 1 Interest Eamed 11.74 4,681.40 01/07/2011 Interest Earned 11.71 4,fifi466 12/082010 ':' Interest Eamed. - ~ 11.30 4,657.95 l 1/082010 Interest Eamed 11.65 4,646.65 10/062010 < Ttiterest Eamed ` - 11.25 - 4,635.00 09/08/2010 Interest Eamed 10.64 4,623.75 08/062010 Interest Earned 10.62 4,613.11 07/08/2010 lnmre_ct Earned 10.25 4.60'_,49 06/08/2010 lnterest Earned 10.57 4,59224 05/07/2010 Interest Earned 10.2 4,58 L67 04/08/2010 Interest Earned 10.52 4,571.46 03/08/2010 Interest Earned 9.48 4.560.94 02/082010 Inte2st Earned 10.47 4.55 L46 01/OR/2010 Interest Earned 10.45 4.540'99 12/082009 Interes[Eamed' 10.09 4.530.54 11/06/2009 interest Eamed 10.40 4.520.45 10108/2009 Interest Eamed 10.05 4,510.05 09109/2009 De osit to CD 4,$00.00 4,500,00' Total Debits: $0.00) Total Credits: $4,988.84 Susquehanna boing what counts. 800-311-3182 ... Customer Service Center Account: CD 0960 Time• 2/17/2013 7.12.47 PM 01!292013 ~ " Interest Added Beek ~ - 75.18 25,754.94 12/28/2012 Interest Added Back 67 27 25 679 76 11/292012 ~ Interest Added Back 69.31 25,612.49 10/29/2012 Interest Added Back 66.91 25,543.18 09/282012 Interest AddedBack 68.95 25,476.27 08/29/2012 Interest Added Back 68.76 07/272012 Interest Added Back 66.37 25,738.56 (X/29/Z012 Interest Added Back 68.40 2i _72.19 05/292012 Interest Added Back 66.02 25,203.79 04/27/ZOl2 Interest Added Back 68.03 25,137.77 03/292012 ~ Interest Added $eck - ~ 63.48 25,069.74 02/29/2012 Interest Added Back 67.82 25,006.26 01/272012 - '- Interest Earned - 67.68 24,938.44 12/282011 Interest Earned 60.36 24,87(1.76 1128/2011 Interest Earned - 62.22 24,810.40 1(1/28/201! Interest Earned 60.06 24 748 (8 09/2820]1 Interest Earned 61.91 24,668.12 0826/201 I Interest Earned 61.75 24,626.21 07282011 ~ ffiterest Earned J ' 59.62 24,564.46 06/28/2011 Interest Earned 61.45 24,504.84 05/272011 Totems[ Earned 59.32 24,443.39 04/28/2011 In[eres[Eamed 61.15 24 184.07 03/282011 ' Interest Earned 55.10 24,322.92 02/282011 Interest Earned 60.86 24 267 82 01/282011 Interest Earned 60.70 24,206.96 12/28/20!0 Interest Earned 53.7N 24,146,26 11/262010 ' - Interest Earned 55.45 24,092.46 1(1/28/2010 Interest Earned 53.54 24,037.07 09/28/2010 - Interest Earned ~ 55.20 23,983.49 0627/2010 Interest Eamad 55.07 21,928.29 07/282010 Interes[Eertted 53.17 23,873,22 06/28/2010 Interest Earned 54.82 23,820.05 05/28/2010 - Inferes[Earned 52.93 23,765.23 04/28/2010 Interest Earned 54.57 23,712.70 03262010 ~ Interest Earned ' - 49.19 23,657.73 02/26/2010 Interest Earned 54.33 23,608.54 01/28/20(0 Interest Earned 54.21 23,554.21 12/29/2009 De nsit to CD 23,500.00 2J,51II1.00 Total Dehits: ($0,00) Tatal CrediLS: $25,754.94 Susquehiannia Doing what counts. 800-311-3182 ... Customer Service Center Account: CD 0946 Time• 2/17/2013 7.12.09 PM Of/29/2013 Interest Added Back 71.98 24,659.03 12/2R/2UI2 Interest Added Back 64.41 24,887.05 11/29/2012 interest Added Back 66.36 24,522.64 10/29/2012 Interest Added Back 64.06 24.456.28 09/282012 - Interest Added Back ~ - 66.02 24,392.22 08/29/2012 Interest Added Back 65.84 24,326 07/272012 Interest Added Back 63.54 24,Zb03 X29/2012 lrnerest Added Back 65.49 24,196,82 08129/2012 InterestAdded Back 63.21 24,131.33 04/27/2012 Interest Added Back 65.14 24pfiR.l2 03/29/2012 ' Interest Added Back 60.78 24,002.98 02/292012 interest Added Back 64.93 23,942.20 01/272012 " Interest Earned ". ~ - ~ 64.80 23,877.27 12/282011 Interest Eamed 57.79 23,N12.47 11/282011 interest Eamed 59.57 23,754.66 1 0/2 8 /2111 1 Interest Eamed 57.51 3?,695.1 I 09/28/2DI1 Interest Earnad 59.28 23,6?7.60 08/26/2011 Interest Eamed 59.13 23,578.92 07/28/2011 Interest Earned 57.08 23,519.19 06/28/2011 Interest Eamed 58.84 23,462.11 OS/27/201I Interest Eamed 56.80 23,403.27 04/28/2011 Interest Earned 58.55 23.346.47 03282011 Interest Earned - 52.76 23,287,92 02/28/2011 Interest Earned 58.27 23.2?5,16 01282011 Interest Eamed SS.f2 23.176.89 1228/2010 Interest Earned 51.49 23.118.77 11262010 - - > Interest Earned 53.09 23,067.28 10/28/20fU Irnerest Earned 51.26 23,014,19 092820111 ` Interest Etned ~ ~ 52.85 22,962.93 Ofl272010 Interest Earned 52.73 22.910.08 07/282010 Interest Eamed 50.91 22,857.35 06/28/2010 Irnerest Eamed 52.49 2' RDfi.44 05/282010 Interest Eamed 50.68 22,753.95 04/28/2010 Interest Earned 52.25 22.703.27 03/26/2010 Interest Earned 47.10 22,65 L02 02/26/2010 Interest Earned 52.02 22,60382 01/28/2010 ' IntercstEarned 51.90 22,551,90 12/292009 De osit to CD 22,SOOAO 22,500,00 Total Debits: ($O.OU) Total Credits: $24,659D3 'I~irdFed6er1a1® SAVINGS&LOAN 7007 Broatlway Avenue Clevalantl. Ohio 44105 www.lhirtlfetleral.com Personal MCney Line: 1-BBB-521-,5512 1-877-798-5660 TOLL-FaEE - **014824 H LEWIS MILLER TRUSTEE H LEWIS MILLER TRUST 5225 WILSON LN APT 2119 MECHANICSBURG PA 17055-6666 Certificate Account: 413013386 Statement Date: 09/29/12 Page: 1 of 1 pate ~intion of Tran a lions „~~! 06/30 Balance Forward ~'~.. 09/27 Interest Paid 120'27 Statement Period frpm 07/01/12 thru 09/29/12 Average Statement Balance: 16,108.62 Interest Earned (may not be paid yet): 118.95 Annual Percentage Yield Earned: 3.00% ', Note: The APY earne0 is accurate when interest is postetl quarterly antl remains on beposil for a year. 25210 I~ ~~~ 16,109.94 16,230.21 14843 "Ilh~l~Illuil~l~hl~lllhlhrh~INld11411~111rllllllhlr 31 SACDflA0/.0e15346 H LEWIS MILLER REV LIV TRUST 9/21/1994 ESTELLE K MILLER OR H~LEWIS MILLER TRUSTEES 5225 WILSON LANE APT 2119 MECHANICSBURG PA 17055 ~.. Page 1 of 1 Account number 480-002908-0 Issue date .........................:........................ ... May 26, 2009 Begi ning balance ............................ ............:... $56,03 Maturity date ............................................ ...May-28,2014 Curr tbalance..:.......:...................... ::.........::::$56,203.84 CDACCOUntTerm ..._ ................................ ......... 60 months Inter st rate ..................:..........._....... ..,...................... . Interest payment plan ....:.........:...........:.. ...:....... Capitalize Annu 1 percentage yield earned ...... ........................: 3.76% Interest paid year to date ........................ ......._ $1,197.26 Inter st accrued but not paid .......... ......._.............,. $17.04 lnteresl paid during statement period ... ......................._....... ............, ...........:....................................... ...................:.. $170.19 Annual Percentage Yield Earned is based on the following inforr DayslnStatementPeriod .............................................31 Ave. Interest Earned during Statement period 71112012-7/31 /2012 CD Account Statement July 1, T012 to July 31, 2012 ~" daily balance $56,050.12 ..... $175.91 Jul - 1 ENDING BALANCE ........._ ............._............................................................:......................_.......$ 56,033.65 Jul 28 INTEREST AOOED .........................................................................................................:......._._.:+ 170.19 JuI 31 ENDING BALANCE ..........................................................................:...............................:...........$ 56203.84 Announcements Important Notice: The last CD statement you received for ~he period ending September 30, 2012 only included August and September transactions. However, all transactions from July Through September were correctly~posted to your Account. This statement includes July transactions and is also available a online Through the AccounbCenter. , o' 0 o. _ _ __ o __ Questlons7 Call 1.888.204-8990 - Or write to: Discover Bank, PO Box 317416, Salt Lake City, UT 841 ~i0 ForT00 (Telecommunications Device for the Oeat) assistance only, please call 1-800-347-7454 PLEASE DETACH AT WrtFV LI EABOVF Account number 480-002908-0 P~easa send me the following: H LEWIS MILLER REV LIV TRUST 9/21/1994 AAA Money MarketAccount Information ESTELLf K MILLER OR H CEWIS MILLER7RUSTEES AAACDAccountlnforma6on 5225 WILSON LANE APT 2119 AAA IRA Account Information MECHANICSBURG PA 17055 Please mail this form to: Discover Bank P Box 30416 $~Il Lake City, UT 84130 Ilq,u„Lull.,u,hgh~w9glldlhullirvlldl~d9"1111 31 $ACDflA01 001536] N. LEWIS MILLER REVOCABLE LIVING TRUSY UD 09/21/1994 H.LEWIS MILLER OR ES7ELLE K. MILLER TRUSTEES 5225 WILSON LANE APT 21I9 MECHANICSBURG PA 17D55 i CD Account Statement July 1, 2012 to Juty.31, 2012 ~' Summary Issue date ._ ................................................. June 26, 2009 Bey MaWrity date ......_ ...................................... June 26.2014 L'ur CDAccount Term ....................................... ....... 60 months Intt Inlerestpaymentplan ............................:... ........Capitalize Anr ~ Interest paid year to date ......_ .................. ......: $1,123.95 Intr Interest paid during statement period :.... :............................. ......... Annual Percentage Yield Earned is based on the /ollowing infon Days in Statement Period ......................... .................... 31 Ave Interest Earned during Statement period 7/1!2012-7131( 2012 Page 1 of 1 Account number 480-029478-1 Ong balance ............................... .......... '.batante .................................... ........... $55;690.26 ! rafe ......................................... ....................... o percentage yield earned ........ ....................... 3.56Y !accrued but not paid ... _ ....... ........:............. $26.66 .............:..................................... ................... $159.69 daily balance ....................................... $55.556.32 ........__......_ ...................._.......................... $165.OB Account Activity Jui 1 ENDING BALANCE .......................................................: Jul 26 INTEREST ADDED .......................................................... Jul 31 ENDING BALANCE ........................................................ m N 8 a- w ................:_..........$ 55,531).57 .............................+ 159.69 $ 55.690.26 Announcements Jmportant Notice: The last CD statement you received fo the period ending September 30, Y072 only included August and September Transactions. However, al Transactions from July through September were correctly posted to your Account. This statement inci des Julytransactions and is also available online Through the Account Center. Questions? Cali 1-988.2D4.8990 Or write lo: Discover Bank. PO Box 30416, Salt Lake Cily, U7 8~ For TDD (Telecommunications Device far the Deaf) assistance r PlFASF 0FTACH AT 00TTED -Account number 480-029478-1 H. LEWIS MILLER REVOCABLE LIVING TRUST UD 0972111994 H. LEWIS MILLER OR ESTELLE K. MILLER TRUSTEES 5225 WILSON LANE APT 2119 MECHANICSBURG PA 17055 30 ~y, please call 1-B00-347-7454 rF ABOVF lease send me the following. AAA Money Market Account Information 7 AAACD Account Information 7 AAA IRA Account Information 9ease mail this form to cover Bank Box 30416 t Lake Cily, UT 84130 LLOVD R. PERSON GARY J. NEIM JACK M. HARTMAN MATTHEW E. HAMLIN* VICKY ANN TRIMMER** JENNIFER DENCHAK WET2EL *ALSO NEW YORK BAR ** ALSO A CPA Cumberland County Register of Wills Cumberland Courthouse 1 Courthouse Square, ls' Floor Carlisle, PA 17013-3387 Re: Estate of Hiram L. Miller Dear Sir or Madam: IRS NO. 26-3786257 (7t7) 620.2440 FAX: (717) 620-2442 vatrim mer@persunhei m.com Via Certified Mai[ Return Receipt Requested Enclosed for filing are the following: l . Original and one copy of a Pennsylvania Inheritance Tax Return, along with a copy of the tax return to be time stamped; 2. A check made out to the Register of Wills in the amount of $15.00 for filing fees; 3. Aself-addressed, postage prepaid envelope for return mail; 4. Copy of IRS Form 706. Please file the original Inheritance Tax Return. Please forward a copy of the Inheritance Tax Return and the IRS Form 706 to the Pennsylvania Department of Revenue. Please return the date- stamped cover page of the tax return to my attention in the enclosed envelope. Please do not hesitate to call with any questions. Thank you for your assistance. Vert truly yours, { \ I - n I /I / . w ~ m m c~ ~ v °~ ~ v ro Vicky A n Trimmer r~1 s o ~' --1 ~ ~ zrn r-' ~d Enclosures z ~'. ~ - o 0 -n "~ ~~° Z-1 3 s~-~ - ~I -o cn r o ~' p co ~ Persun & Heim, P.C. Attorneys at Law 1700 Bent Creek Boulevard Suite 160 Mechanicsburg, PA 17050 Please reply to: PO Box 659 Mechanicsburg, PA 17055-0659 NTTP://W W W.PERSUNHEIM.COM February 28, 2013 31886v1 flllllllll~~9~~ll~l'~~VIP~~~~ ~~~,. _~_. 7[]12 =1C:~C I CICC] 5679 6840 2~ d I j --PITNEY BQWES o m . oz ,P $ 010.97° E 0003915097 FEB 28 2G13 LA' 'OFFICES ~ A PEBSUN SC HEIM, P.C. ~ z ~ ~: 1700 BENT ~ REEK BOULEVARD P.C BOX 659 ~ C"> Q <.:] MF.CIiANIC SBURG, P '.NNSYLVANIA 17055-0658? '= _ -r; 1'C : ~' Cumberland County Register of Wills Cumberland Courthl use 1 Courthouse Square ,1~ Floor ::arlisle, PA 17013-:'387 ~~ c L:i 7n s ~ C! a ~~~ 7k1 c O ~-+ r- R1 -a ~, ~' o ~. Z ~ ~ C> N r" 171 r- cn cn O c, , -n ti