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04-24-13
.j REV-1500 EX(02-11)(FI) 1505611185 OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Tams PO BOX 280601 INHERITANCE TAX RETURN 21 12 0856 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 238-68-0537 07132012 09181944 Decedent's Last Name Suffix Decedent's First Name MI TUCKER ROBERT L (if Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(Date of Death Prior to 12-13-82) El4. Limited Estate El 48. Future Interest Compromise(date of F7 5. Federal Estate Tax Return Required death after 12-12-82) 7v ❑6. Decedent Died Testate r 7. Decedent Maintained a Living Trust & Total Number of Safe Deposit Boxes A 1A (Attach Copy of Will) (Attach Copy of Trust.) ❑ 9. Litigation Proceeds Received ❑ 10.Spousal Poverty Credit(Date of Death D 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MARK E. HALBRUNER-i ESQ • 717-731-96W Cl> ;:0 LNEdWrER OF WIW US Ml�� CO First Line of Address 1013 MUMMA RD, STE 100 Second Line of Address C= C—) rri � City or Post Office State ZIP Code Dg FL LED C.10 I 71 Cn 1 LEMOYNE PA 17043 Correspondent's e-mail address: M HALBRUNER@GATESLAWFIRM-COM Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DAT Ve -:L:" KEVIN S- TUCKER, EXR• ADDRESS 73 STONE RUN DRIVE MECHMICSBURG, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE MARK E. HALBRUNER, ESQ. L-i ADDRESS 1013 MUMMA RD- , STE - 100 LEMOYNE, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 ❑ 1505611185 OM4647 3.000 1505611185 1505611285 REV-1500 EX(F 1) Decedent's Social Security Number 238-68-0537 Decedent's Name: T U C K E R ROBERT L RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . 1 $3601000 - 00 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2. $119-,292 - 93 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , . 3. $0 - 00 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. $0 • 00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , . , , 5. $1961076 •10 6. Jointly Owned Property(Schedule F) 7 Separate Billing Requested , . , , 6. $0 . 00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) 7 Separate Billing Requested . . . . 7. $6881881 • 01 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8 $1-J641250 • 04 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. $121498 • 24 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . , , . . . , , , 10 $0 • 00 11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , 11 $12,498 . 24 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . 12. $1,351,751 • 80 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , 13, $0 - 00 14. Net Value Subject to Tax(Line 12 minus Line 13) , , , , , . . , 14. $1,351-1751 • 80 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers un�er Sec.9116 (a)(1.2)X.06 $0 . 00 15. $0 . 00 16. Amount of Line 14 t xable at lineal rate x.0 4� $113511751 - 80 16. $601828 - 83 17. Amount of Line 14 taxable at sibling rate X.12 $0 . 00 17. $0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 $0 . 00 18. $0 . 00 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. $60,828 - 83 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT X❑ Side 2 1505611285 1505611285 J OM4648 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 12 0856 DECEDENTS NAME TUCKER ROBERT L STREET ADDRESS 4745 AUGUSTA DRIVE CUMBERLAND CITY STATE ZIP MECHANICSBURG PA 17050- Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) $60,828 . 8 3 2. Credits/Payments A. Prior Payments $581500 - 00 B. Discount $3,0 41 . 4 4 Total Credits(A+B) (2) $611541 - 44 3. Interest (3) $0 . 00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) $712 - 61 5. If Line 1 + Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) $0 . 00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred . . . . . . . . . . . . . . . . . . . . . . . . RI ❑ b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . ❑ c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . ❑ 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ ❑X 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? . ❑ 4. Did decedent own an individual retirement account,annuity,or other non-probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ® ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116 (a)(1.1) (ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. OM4671 2.000 REV-1502 EX+(01-10) SCHEDULE A pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robet L. Tucker 21 12 0856 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant fads. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Two-story, single-family, semi-detached dwelling, located at 4745 Augusta Drive, Hampden Township, Cumberland County, Pennsylvania; being Tax Parcel No. 10-1-1035-253; $360,000.00 transferred to Robert L. Tucker and Martha S. Tucker by by deed dated June 8, 2006, and recorded on June 9, 2006, in the Recorder of Deeds Office in and for Cumberland County, Pennsylvania, at Deed Book 275, Page 215. Martha S. Tucker predeceased Robert L. Tucker on November 17, 2011, thereby vesting sole title and interest in Robert L. Tucker, the decedent here. Value per attached appraisal. TOTAL (Also enter on Line 1,Recapitulation) $ $360,000.00 9w4695 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX.(8-12) Pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Robet L. Tucker 21 12 0856 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. LPL Financial Brokerage Acct. No. 1622-0387 $119,292.93 TOTAL (Also enter on Line 2,Recapitulation) $ $119,292.93 2w4696 2.000 If more space is needed,insert additional sheets of the same size REV-1508 EX-(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. RESIDENT DECEDENT TURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Robet L. Tucker 21 12 0856 Include the proceeds of litigation and the date the proceeds were received by the estate. All property'ointl owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. M&T Bank Acct. No. 9841943591 $8,495.99 Interest accrued to 7/13/2012 $0.06 2 M&T Bank Acct. No. 9858572788 $121.71 Interest accrued to 7/13/2012 $0.01 3 M&T Bank Acct. No. 15004224907319 $66,242.14 Interest accrued to 7/13/2012 $0.72 4 M&T Bank Acct. No. 15004218977310 $51,042.91 Interest accrued to 7/13/2012 $8.56 5 2011 BMW 535 xDrive Sedan 4D $43,967.00 6 2007 Mazda Miata MX-5 Grand Touring Convertible 2D $18,502.00 7 Miscellaneous Personal Property $7,500.00 8 United States Treasury 2012 income tax refund $195.00 TOTAL(Also enter on line 5,Recapitulation) $ $196,076.10 2w48AD 2.000 If more space is needed,use additional sheets of paper of the same size, REV-1510 EX+(08-09) SCHEDULE G pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Robet L. Tucker 21 12 0856 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. DESCRIPTION OF PROPERTY ITEM INCLLOETFENAMEOF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH ACOPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPUCABLE VALUE 1• LPL Financial IRA Acct. No. 7529-0879 $675,068.71 100.0000 $0.00 $675,068.71 2 LPL Financial IRA Acct. No. 4417-7529 $13,812.30 100.0000 $0.00 $13,812.30 TOTAL(Also enter on line 7,Recapitulation)$ $688,881.01 If more space is needed,use additional sheets of paper of the same size. 9W46AF 2.000 REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Robet L. Tucker 21 12 0856 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Royer's funeral flowers $167.47 Total from continuation schedules . . . . . . . . . $1,306.48 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: $3,000.00 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Linda D. Williams, Appraiser real estate appraisal $325.00 2 U.S. Postal Service postage $6.80 Total from continuation schedules . . . . . . . . . $7,692.49 TOTAL(Also enter on Line 9,Recapitulation) $ $12,498.24 9w46AC 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Robet L. Tucker 21 12 0856 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Funeral Luncheon & Catering $1,058.11 3 Patriot-News obituary $248.37 Total (Carry forward to main schedule) $1,306.48 Estate of: Robet L. Tucker 21 12 0856 Schedule H Part 7 (Page 2) 3 Truck rentals for removal of personal property. $262. 99 4 Co-Trustee's travel expenses $185.76 5 Patriot-News publication fee $95.66 6 Cumberland Law Journal publication fee $75.00 7 Carrie M. Campbell, EA decedent's 2012 income tax preparation $309.00 8 Grandon Farms homeowner's association fees $1,323.00 9 Real Estate Taxes $2,572.24 10 Homeowner's Insurance Premiums $607.77 11 Utilities paid during administration, including water, gas, electric, phone, sewer and trash removal. $2,261.07 Total (Carry forward to main schedule) $7,692.49 R EV-1512 EX+(12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE URN RESIDENT DECEDENT EDENT MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Robet L. Tucker 21 12 0856 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 None TOTAL(Also enter on Line 10,Recapitulation) $ $0.00 BW46AH 2.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) SCHEDULE J pennsylvania DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robet L. Tucker 21 12 0856 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec. 9116(a)(1.2).] 1. Kevin S. Tucker 73 Stone Run Drive Mechanicsburg, PA 17050 One Half of Residue: $675,875. 90 Son $675,875. 90 2 Sean C. Tucker 504 Randolph Street Falls Church, VA 22046 One Half of Residue: $675,875.90 Son $675,875.90 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ $0.00 9W46AI 2.000 If more space is needed, use additional sheets of paper of the same size. DEATH CERTIFICATE 1105 809 REV(9/11) LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. 'ee for this certificate, $6.00 �I,liUrr° This is to certify that the information here given i �p,�SH OF pF� correctly copied from an original Certificate of Dead L`lo'� �fli duly filed with me as Local Registrar. The origins certificate will be forwarded to tale State Vita ;a, Records O-f' e for -manent filing. c g Certification Number "-fHTfj)j"`hill Local Registrar Date Issued TYPe/Print In COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS Permanent 33-295 CERTIFICATE OF DEATH Black mk State FLIa Number: 1.Decedent'.Legal Name(First,Middle.Last,Suffix) 2.Sex 3.Sec1a1 security Number 4.Date of Death(hip/Dav^r)(Spell Mo) Robert L Tucker Mafe 238-68-0537 July 13,2012 So.Age-Last Birthday IT-) Sb.Under 1 Year Sc.Under 3 Da 6.Date o/Birth(MO/Day/Year)(Spelf Month) 7a.Birthplace(City and State or Foreign Country) Months Days HOYfs Mfnu<es Charlott NC 67 Se tember 18 1944 17b.Birthplace(County) 8a.Residence(State or Foreign Country) Bb.Residence(Street and Number-Include Apt No.) Bc.Did Decedent Uve In a Township? 4745 Augusta Dv- rAY-,decedent lived In Hampden _Two. \ Htl. esidence(County Ctlmberlan� 8e.Residence(tip Code) jr3 No.Decedent lived within limits of a Wbolo. 9.Ever in US Armed Forces? 30.Marital Status at Time of Death Marrhd Widowa 31.Surviving Spouse's Name(if wife,give ram,prior to first marriage) 0 No 0 Unknown 0 Divorced 0 Never Married - Unknow 1 ther's NamI jFimt,MIdWe.lastkSuHix) 13,lygirl+rf Namep[Iaoyj Fairst Marriage(First,Midtlle,Last) Vernon Scar uC er 1a1l1lian W 11 14a.Informant's Name 14b.Relationship to Decadent 14c,inform g ant's Mellin Address(Street and Number,City,State,Zip Code; C .......... .. .. .. .... Is., acs o eat e< on):.°^�.............................. ........ ... ... ....... ...., .-...... ............... ...----- ......)......... ..................Sor.........l Other If Death Oecurretl in a-Hospital: Inpatient )11 Death Occurred Somewhere Other Than a Hopi-1: Hospice Facility DeeedanYs Hdme Ems en Room/Du anent Deatl on Arrhral Nursing Heme/Long-Term Care Facility Other(Specify) lSb.Faeiliey Name 11 not Institution,give street antl number; •IS..City or Town,Stahl,and Zip Code Intl.County of Death 4745 Au usta Drive Mechanicsbur PA 17050 Cumberlan 16a.Method of Disposition Q Burial Cremation 16b.Date of Disposition 16c.Place of Disposition(Nam!of cemetery,crematory.or other place) 0 Removal from State 0 Donation ether(=) 7/18/2012 Bltzner CrematorY, LTC 2 16d.Location p Otspoaition ICIty or Town,State,and Zip) 17a.Sig Lure or Funeral Service i<ensle or Person in Chsrge o/Interment 37b.Licanse Number Harrisburg, PA -�? u FD-013592-L 17c.Name antl Complete Atltlresx of Funeral Facility - en 18.Decadent',Education-Chick the box that best desl:(bes the 19.Decedt of Hispanic Origin-Check tIK 20.Decadent',Race-Check ONE OR MORE reus to indicate what ve highest degree or level of school completed at the time of death. box that best describes whether the decadent the decadent considered himself or herself to be. 0 8th grade or iris Is Spanish/Hispanlc/Latino. Check th!"No" White (3 Korean Q No dloloma,9th-121h grade box if decedent is not Spartish/Hispanic/L.atino. Black or African American 0 Vietnamese []High school graduate or GED completed No,not SDani,h/Hispanic/Latinp 0 American Indian or Alaska Native E3 Other Asian []Some collage credit.but no degree 0 Ye.,Mexican,Mexican Arn-1 ,Chicano 0 Asian Indian 0 Native Hawaiian 0 Associate degree(e.g.AA,AS) 0 Yes,Puerto Rican 0 Chinese 0 Guamanian or Chamorro Bachelor's degree(e.{.8A,AB,BS) 0 Yes.Cuban 0 Filipino 0 Samoan 0 Master's degree(e.g.MA,MS,MEng,MEd,MSW,M8A) 0 yes,other Spanish/Hispanic/Latino Q Japanese 0 Other Pacific islander 0 De .--(e.g.PhD,Edo)or Professional degree (Speclty) 0 Other(Specily) .MD DDS DVM LLB JD 21.Decedent's Single Race Seq-Design abo -Check ONLY ONE to Indicate what the decedent considered himself or herself to be. 22..Decode T..Usual Occupation•Indicate type of work Q White 0 Japanese E3 Samoan done during meet of working iqe. DO NOT USE RETIRED. 0 Black aAfrican American OKorean 0 Other PacificIslander Banking Executive Q Anr n Indian or Alaska Native 0 Vietnamese 0 Don't Know/Not Sure 0 Asian#.tile. 0 Other Asian 0 Refused 22b.Kind of Business/Indus, C3 China--0 F I pile p Guammani Hawaiian hamgrrq �Other(specgY) Ky Bank, Fed Resery. Bank of America ITEM_- t/gT BE OOMPLETED 3a.Date Pronounced Dead Me pay r 23b.Signa-re Person Pronouncing ath Only w n app lu le. F.U-nse umber BY PeOLSO DEATH PRONOUNCES OR Jul 13,2012 23tl.DsM Signed(Mo/Day/Yr) 24.Time of Death Unknown A.M. 25.was Medlcal Examiner or Coroner Contacted? m Yes 0 No CAUSE OF DEATH Approximate 26.Part 1. Enter the chain of event, diseases,Injuries,or complications--that directly-used the death. DO NOT enter terminal events such as cardiac arrest, Interval: respiratory arrest,or ventri-tar fibrillation without showing the etlolegy.00 NOT ABBREVIATE. Enter only one-use on a Ilne. Add additional lines If nccessery on to Death IMMEDIATE CAUSE - ----, a Occlusive Coronary Artery Disease (Final disease or eonditien Due to(or as a consequence on: resulting in death) b. Sequentially list conditions, Due to(or as a Consequence of): if env.I. ding to the cause listed on line A. Enter the c. VNOERLYINe GV{{ Due to(or as a consequanu of): (disease or Injury that Initiated the events resulting d. 9 In death)LAST. Due to(or as a consequence of): 26.Pant II. Enter other sianlRcai t Tontlltions contdbutina to d ath but not resulting in the underlying cause given in Part 1 27.Was an autopsy'performed? S yes No Hyperiipidemla,Diabetes Me11itU5 28.Were autopsy findings Available to compile!the cause of death? 29.IT Female: 30,Did Tobacco Use r Contribute to Death? 31.Manne of Death 0 Yas No O Net Pregnant with..past Year 0 Yes 0 Probably )2f Natural 0 Henrlcitle t7 Pregnant at time of death 0 No 0 Unknown 0 Accident 0 Pending Investigation E3 Not pregnant,but pregnant within 42 days of death 0 Suicide Q Could not be determined t7 Not pregnant,but Pregnant 43 days to 1 year before death 32.Data of Injury(Mo/D.Y/Y,)(Speq Month) 0 Unknown f pregnant within the past year 33.Time of Injury 34.Place of Injury(e.{.home;construction site;farm:school) 3S.Location of injury(Street and Number,City,State,Zip Code) 36.Injury at Work 37.If Transportation Injury,Specify: 38.Describe How Injury Occurred: 13 Yes Q Driver/Operator 0 Pedestrian 0 No 0 Passenger O Other(5-city) 39a.Cartfier(Chock only one): 0 CantIfyln{Physician-To the best of my knowledge,death occurred due to the causes)and manner stated 0 Pronouncing L Certifying physician-To the b of my knowledge,death occurred at the time,data,and Place,antl due to the causes)and manner stated M Medical Examiner/Coroner- min er investigation,In my opinion,death occurred at the time,date,antl place,antl due to the cause(.)And manner state. signature o(certiner, ! s o Title of certifier:Acting Coroner License Number: 9c. 39b.Name,Address and Zip Code of Person Completing Cause of Death(item 26) 3 Date Signed(MO/wy/yr) Matthew S.Stoner,Actin Coroner 6375 Bese re Road.Suite 1,Mechanicsburg,PA 17050 July 16,2012 40. i mbar 41.R aYS Signet 42.Re{lst i e e Me y 43.Amendments �• 13 /� v1D3_143 Disposition permit No.X7 R e5-143 t LAST WILL AND TESTAMENT V COPY . WILL OF ROBERT L. TUCKER LAW OFFICES HERDEG, DUPONT & ALLE PAZZE, up SUITE 500 1201 ORANGE STREET VILMINGTON,DE 19801 (302)6S5-6500 1, ROBERT L. TUCKER, of New Castle County, Delaware, declare this to be my Will and I hereby revoke all prior Wills. ITEM FIRST: TANGIBLE PERSONAL PROPERTY A. Lifetime Designation. If I should leave a statement (which is signed by me or is in my handwriting) expressing my wishes with respect to the distribution of certain items of my tangible personal property, I direct my Executor to probate such statement and I give to the persons named therein, who shall survive me, the tangible personal property indicated therein. In the event of two or more such statements disposing of the same property, the later shall govern with respect to such property. B. Testamentary Disposition. I give my tangible personal property not otherwise disposed of effectively, together with all policies of insurance thereon, to my wife, MARTHA S. TUCKER, if she survives me by thirty days, otherwise to such of my children,KEVIN S. TUCKER and SEAN C. TUCKER, who survive me by thirty days, in substantially equal shares as they shall agree; provided, however, that if any child of mine fails to survive me by thirty days leaving issue surviving me by thirty days, such issue shall share,per stirpes, in the distribution of my tangible personal property to the same extent as would have such deceased child had he survived me by thirty days. C. Persons under Legal Disability. I direct that my Executor represent the interest of any beneficiary under a legal disability in the distribution of my tangible personal property. A receipt for any such property distributed by my Executor in a manner that my Executor deems to be in the best interest of the beneficiary and the administration of my estate shall completely discharge my Executor with respect to such property. D. Costs of Deliverv. I direct that all costs of delivering my tangible personal property, including costs of packaging, insurance and transportation, shall be paid as an expense of settling my estate. ITEM SECOND: RESIDUARY ESTATE I give and devise the residue of my estate to the Trustee of the Trust Agreement I entered into April 24, 1995, with myself as Trustee, to be held and administered in accordance with the provisions of such Trust Agreement as they may be in effect at the time of my death. I direct that the property passing to such trust be merged with the property already held therein and that no part of such property shall be considered to be subject to a separate testamentary trust; and such Trustee shall not be required to file any bond, with or without surety, or submit any inventory or accounting with respect to such property. ITEM THIRD: POWERS OF EXECUTOR A. Specific Powers. I authorize my Executor to exercise the specific powers hereafter enumerated (in addition to those conferred by law) in administering my estate, such powers not being exhausted by the use thereof: (1) To retain any of my property for such period as it deems to be in the best interest of my estate. (2) To sell at public or private sale, exchange for like or unlike property, lease for terms longer or shorter than the administration of my estate and otherwise dispose of any property not specifically disposed of hereunder at such price and on such terms as it shall deem to be proper. (3) To invest in such stocks, bonds, notes, securities, improved and unimproved real estate, open- and closed-end investment funds, bank common funds, life insurance and/or other property, whether real,personal,or mixed and whether or not income producing, as it deems to be proper for my estate,regardless of any rules requiring diversification or limiting investments to specifically authorized investments or those which individually meet certain standards. (4) To purchase or sell property through such brokerage firms as it deems to be in the best interest of my estate. (5) To vote any shares of stock either directly,or by proxy. (6) To participate in any proceeding for protecting or liquidating an interest in any property or for reorganizing a corporation or consolidating or merging one or more corporations, in either instance accepting new or substituted securities with different priorities, rights orprivilegeq, and paying any assessment or expense incident thereto. 2 (7) To make any division or distribution in cash or in kind, or partly both, and to make reasonable and equitable valuations and apportionments thereof, and to elect to recognize, for Federal income-tax purposes, any gain or loss that may be realized on a distribution in kind. (8) To rely upon such information in determining the rights of any person as it, after due diligence, believes to be correct. (9) To determine whether receipts and disbursements shall be credited to or charged against income or principal, or partly both. (10) To borrow from any person and to encumber any property in my estate as security. (11) To institute, compromise, settle, submit to arbitration or litigate any claim. (12) To employ agents and advisers whose services it deems to be beneficial to the administration of my estate. (13) To hold property in the name of a nominee. (14) To maintain, repair, alter, improve, tear down, insure, lease for any period,partition,pay taxes on or otherwise deal with any real property.or interest in real property. (15) To participate fully in the management of-any proprietorship,partnership, or other business enterprise to the same extent that I could when alive. (16) To purchase and sell options to purchase any property. B. Dealing with Interested Parties. I authorize my Executor to enter into any otherwise-proper transaction with any beneficiary of my estate, the estate of any such beneficiary, any person acting as Executor hereunder or the fiduciaries of any trust or estate (even if such fiduciary shall be acting hereunder). C. Self-dealing. I authorize my Executor to utilize any services offered by, and to enter into business dealings with, any person acting hereunder if. (i) such services or business dealings are otherwise proper for the administration of my estate 3 (other than for the fact that it may be "self dealing") and (ii) such services or business dealings are approved by the other person or persons, if any, acting as Executor. D. Exculpation of Others. No person dealing with my Executor shall be obliged: (i) to see to the application of any property delivered to my Executor, (ii) to inquire into the necessity or propriety of my Executor exercising any power, or(iii) to determine the existence of any fact upon which my Executor's power to act may be conditioned. ITEM FOURTH: TAXES AND ADMMSTRATION EXPENSES A. Tax Elections. I authorize my Executor to use administration expenses as deductions for estate-tax purposes or income-tax purposes, and to use date-of-death values or alternate values for estate-tax purposes. I authorize my Executor: (i) to file a joint income-tax return with my wife for any taxable year or period, (ii)to consent to the splitting of gifts made by me or by my wife for gift-tax or generation-skipping-transfer-tax purposes and (iii) to pay from my estate all or any part of the resulting tax liabilities. B. Payment of Funeral Expenses, Debts, Taxes and Costs of Administration. I direct that: (i)my funeral expenses (including memorial service and marker), (ii) my debts (other than those owed jointly with another person), (iii) the costs of administering my estate, and (iv) all transfer taxes payable with respect to any property taxable by reason of my death,whether or not payable by my estate or by any recipient of such property and whether or not such property passes under this Will, shall be paid, to the extent possible, out of my residuary estate. I further direct that no tax payable by my Executor shall be apportioned among or charged against any property passing to any person, and my Executor shall not seek contribution with respect thereto,provided, however, that I authorize my Executor to call upon the Trustee of the trust referred to in ITEM SECOND for such funds as my Executor deems necessary or desirable for the payment of my debts, funeral expenses, costs of administration, legacies and transfer taxes, having regard for the best interests of my estate and the beneficiaries of my estate. In addition, if my wife shall have created a trust that contains provisions concerning costs of administration and taxes in my estate, I direct my Executor to call upon the Trustee of such trust for funds for the payment of such costs and taxes to the extent such funds may be available under the provisions of such trust. 4 Notwithstanding the foregoing, I direct my Executor not to accept from the Trustee of any trust referred to above any property that is not includible in my gross estate for federal estate-tax purposes (or that would not be so includible if it were not distributed to my Executor). I authorize my Executor to direct the Trustee of such trust to make any such payments directly. C. Joint Obligations. I authorize my Executor to pay any debt owed jointly with another, with or without seeking contribution therefor, as my Executor deems in the best interest of my estate. D. Equitable Adjustments. I authorize my Executor not to seek contribution from or adjust the interest of any person affected by any decision of my Executor or by operation of any law. ITEM FIFTH: POWERS OF APPOINTMENT I declare that I do not intend to exercise any power of appointment that I may have at the time of my death, and nothing in this Will is to be considered an exercise of any such power, in whole or in part. ITEM SIXTH: DEFE%UTIONS Terms used throughout this Will shall be construed in the gender and number required by the context in which they are used. In addition: A. "My wife" refers only to MARTHA S. TUCKER B. "Issue" includes all descendants of the individual referred to, whenever born. A child in gestation shall be considered to be living, but only if born alive. C. An adopted person shall, for all purposes, be deemed to be a natural child of the adopting person but only if legally adopted while under the age of eighteen (18). D. In determining an individual's issue, "per stirpes," the particular issue and their interests shall be determined according to the principle of representation, with the children of that individual being taken to be the heads of the respective stocks of 5 issue, a parent taking to the exclusion of his or her descendants, and siblings sharing equally among themselves. E. "Person" includes an individual, corporation, partnership, governmental body or other entity. F. "Executor" includes the executor or administrator of a decedent's estate and includes all persons serving at any given time. G. "Trustee" includes all persons serving at any given time. H. "Code" means the Internal Revenue Code of 1986, as amended, or any corresponding Federal tax statute enacted hereafter. A reference to a section of the Code refers not only to that section but also any corresponding provision of any Federal tax statute enacted hereafter, as in effect on the date of application. I. "Transfer taxes" means all applicable federal estate taxes (except additional estate taxes imposed under Section 2032A of the Code), state inheritance or estate taxes, and federal and state generation-skipping transfer taxes imposed on any direct skip of which I am, or am deemed to be, the transferor, and any interest and penalties thereon. The term does not mean federal and state gift taxes, federal and state generation-skipping transfer taxes imposed on any taxable distributions, taxable terminations, and direct skips of which I am not, or am not deemed to be, the transferor, or any income, real estate transfer or other taxes or duties imposed by any governmental body. ITEM SEVENTH: SIMULTANEOUS DEATHS If the order of our deaths cannot be determined, then for the purposes of administering my estate, I direct that my wife shall be deemed to have survived me, notwithstanding any statute or rule of law to the contrary. ITEM EIGHTH: NOMINATION OF EXECUTOR A. Nomination. I nominate as Executor of this Will such one of the following, in the order listed, as shall be willing and able to serve: (1) my wife, MARTHA S. TUCKER; 6 (2) my son, KEVIN S. TUCKER; or (3) my son, SEAN C. TUCKER. B. Bond. I direct that no person named in this ITEM be required to give bond before receiving letters testamentary as my Executor. C. AncillM Administration. If ancillary administration of any part of my estate is required, I direct my Executor to appoint either itself or such other person or persons as it may choose. Such representative shall have all rights, powers and duties granted to my Executor and the costs of such ancillary administration shall be paid out of my residuary estate. IN WITNESS WHEREOF, I, ROBERT L. TUCKER, being over eighteen (18) years of age, of sound mind and under no constraint or undue influence, do freely and voluntarily execute this Will this day of �US 05 , 2005. G/ (SEAL) ROBERT L. TUCKER Executed by ROBERT L. TUCKER, as his last Will in the presence of us, who, in.his presence, at his request, and in the presence of each other, have subscribed our names as witnesses on the same date. Witness: SL4 resident of resident of • l"�'< <K�'� �'' �� STATE OF DELAWARE ) SS COUNTY OF NEW CASTLE ) Before me, the subscriber, on this day personally appeared ROBERT L. TUCKER, J6 h,i A' �'P-I , and (�t/17/:ay" 6 do P�/ le- known to me to be the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument and, all of these persons being by me first duly sworn, ROBERT L. TUCKER,the testator, declared to me and to the witnesses in my presence that the instrument is his last Will and that he had willingly signed or directed another to sign for him, and that he executed it as his free and voluntary act for the purposes therein expressed; and each of the witnesses stated to me, in the presence and hearing of the testator, that such person signed the Will as witness and that to the best of such person's knowledge the testator was eighteen years of age or over, of sound mind and under no constraint or undue influence. Witness OBERT L. TUCKER,testator Witness Subscribed, sworn and acknowledged before me by ROBERT L. TUCKER, the testator, and subscribed and sworn before me by slDhh A and W/ d. olc�, ft;�In witnesses, this l a day of , 2005. p - r cc.A_ L/3e pATRICIA L.BEAUCHESM P NOTARY PUBLIC Notarial Officer Signature Title �ATh U® ye s Mby 25 My Commission Expires: a SUPPLEMENTAL TRUST AGREEMENT t s cPID o _ SUPPLEMENTAL TRUST AGREEMENT BETWEEN ROBERT L. TUCKER, TRUSTOR AND ROBERT L. TUCKER AND MARTHA S. TUCKER, TRUSTEES LAW OFFICES HERDEG, DUPONT & DALLE PAZZE,LLF SUITE 5511 i201 ORANGE STREET WILMINGTON,DE 19801 (302)6556509 TABLE OF CONTENTS SECTION1. DEFINITIONS.................................................................................. ........... ......I SECTION 2. LIFETIME......................................Z SECTION 3. DISTRIBUTIONS UPON DEATH...............................................3 SECTION 4. DT\/ISI[)N(]FTHE TRUST FUND AFTER TRUSTORS DEATII------.3 SECT/[}N 5. TRUSTS FOR PERSONS UNDER 25 OR DISABLED----.-------..7 SECTION 6. ALTERNATIVE METHODS OF DISTRIBUTION-----------.---.7 7 SE[�7]J�I�7. S Pl�[�,VIS1O0�.._...-.........-,-..~..~-.....,.~-.--~_. SECTION8. DISCLAIMERS.................................................................................................../ SECTION9' POWERS [lF TRUSTEE....................................................................................8 SECTION 10' PROVISIONS RELATING TO TRUSTEE......................................................l0 SECTION ll. SPECIAL INCOME PROVISIONS..--.-----.--...--.-....--..-..-...--..I2 SECTION12. GOVERNING LAW......................................................................... ................l3 SECTION 13. ADDITIONS 7O TRUST....-.-..-....,.-..-_..-.--.----....-....----..-.l3 SECTION14. POWER][O AMEND.......................................................................................I3 SECTION15. TITLES ..............................................................................................................}3 SECTION 16. TRUSTEE'S ACCEPTANCE-...~......'^..-........-...,..--..._-.-.I3 THIS SUPPLEMENTAL TRUST AGREEMENT, made this day of vS va , 2005, between ROBERT L. TUCKER, of New Castle County, Delaware, as "Trustor," and ROBERT L. TUCKER and MARTHA S. TUCKER, hereinafter collectively referred to as "Trustee." WHEREAS, on April 24, 1995, Trustor entered into an Agreement with himself as Trustee that created a trust of certain property, and WHEREAS, such Agreement has previously been amended by First Trust Modification dated November 7, 2003, and WHEREAS, such Agreement, as previously amended, specifically permits further amendment, and WHEREAS, Trustor now desires again to exercise his right to modify and completely restate such Agreement, as previously amended. NOW, THEREFORE, such Agreement, as previously amended, is hereby modified as follows: 1. Trustor's wife, MARTHA S. TUCKER, is hereby named as Co-Trustee. 2. Paragraphs 1 through 14 of such Agreement are hereby revoked and the following Sections 1 through 16 are substituted in lieu thereof: "SECTION 1. DEFINITIONS Terms used throughout this Agreement shall be construed in the gender and number required by the context in which they are used. In addition: A. "Trustor's wife" refers only to MARTHA S. TUCKER. B. "Issue" includes all children and other descendants of the individual referred to, whenever born. A child in gestation shall be considered to be living,but only if born alive. C. An adopted person shall, for all purposes hereunder, be deemed to be a natural child of the adopting person but only if legally adopted while under the age of eighteen (18). D. In determining an individual's issue, "per stirpes," the particular issue and their interests shall be determined according to the principle of representation, with the children of that individual taken to be the heads of the respective stocks of issue, a parent in each line of 1 descendants taking to the exclusion of his or her descendants, and siblings sharing equally among themselves. E. "Person" includes an individual, corporation,partnership, governmental body or other entity. F. "Spouse" of an individual includes a widow or widower, whether or not remarried, but does not include anyone who is legally separated or divorced from such individual. G "Trustee" includes all persons serving at any given time. H. "Executor" means the executor or administrator of a decedent's estate and includes all persons serving at any given time. I. "Code"means the Internal Revenue Code of 1986, as amended, or any corresponding federal tax statute enacted hereafter. A reference to a Section of the Code refers not only to that Section but also any corresponding provision of any federal tax statute enacted hereafter, as in effect on the date of application. J. "Attorney-in-fact" of an individual means any person authorized by a valid power of attorney to act on behalf of such individual. K. "Education" includes elementary, secondary, undergraduate, graduate, professional and technical instruction. L. "Health" includes medical, dental,hospital and nursing expenses and expenses of invalidism. M. "Support"means support in the accustomed manner of living. SECTION 2. DISTRIBUTIONS DURING TRUSTOR'S LIFETIME A. Trustor's Benefits. During Trustor's lifetime Trustee shall hold and manage the trust fund, collect the income from it,pay out of the income all charges and expenses properly payable from it, and distribute to Trustor so much of the net income and the principal as he may request. B. Trustee's Power to Invade Principal. Notwithstanding the previous paragraph, during any period in which Trustor shall be unable to manage his affairs, whether due to incapacity or unavailability, Trustee is authorized to distribute the net income and/or principal 2 for the support, education and health of Trustor, Trustor's wife, Trustor's issue and the spouses of Trustor's issue, in such amounts, and proportions, and to such extent as Trustee shall deem to be in his best interest. C. Distributions to Attorney-in-fact. Further, during any such period in which Trustor shall be unable to manage his affairs, Trustee shall distribute to Trustor's attorney-in-fact so much of the net income and/or principal as he or she shall request in writing for purposes of carrying out the powers granted to him or her, and Trustee shall have no responsibility to monitor the attorney-in-fact's disposition of such net income and/or principal. D. Undistributed Income. Any net income not so distributed under the preceding paragraphs shall be accumulated and added to principal. E. Incapacity Defined. Trustor shall be deemed to be unable to manage his affairs due to incapacity upon written certification to that effect by a licensed medical doctor. SECTION 3. DISTRIBUTIONS UPON TRUSTOR'S DEATH Upon Trustor's death, Trustee shall distribute to Trustor's Executor(and/or any other person specified by it) so much of the principal of the trust fund as the Executor shall certify as necessary or desirable to provide adequate funds with which to pay: (i) Trustor's debts and funeral expenses (including memorial service and marker), (ii) all legacies payable under Trustor's last Will, (iii) all costs of administering Trustor's estate, and(iv) all transfer taxes payable as a result of Trustor's death, whether or not payable by Trustor's estate or any beneficiary, and whether or not such property is held in the trust fund. Such certification shall be binding on Trustee and all persons interested in the trust fund. SECTION 4. DIVISION OF THE TRUST FUND AFTER TRUSTOR'S DEATH A. Marital Gift. (1) Determination of Amount. If Trustor's wife survives Trustor, Trustee shall distribute to her an amount(to be referred to as the "Marital Gift") equal to the maximum marital deduction allowable to Trustor's estate for federal estate-tax purposes less: (1) an amount equal to the federal estate-tax deduction allowed for interests in property passing or that have passed to Trustor's wife otherwise than by the terms of this Section A, (ii) the maximum amount, if any, that will not increase Trustor's federal estate-tax liability (considering the credit for state death taxes only to the extent that state estate (pick-up) taxes are not thereby incurred or increased) and (iii) if Trustor's wife does not survive Trustor by one- hundred eighty(180) days, the smallest amount, if any, that will cause Trustor's estate and hers to be taxed in the same marginal federal estate-tax bracket, determined as if she had died immediately after Trustor and her estate were valued as of the date on, and in the manner in, 3 which Trustor's estate is valued for federal estate-tax purposes. Trustee shall accept the statements of Trustor's and Trustor's wife's Executors as to all information required to comply with this provision, without further inquiry, and such statement shall be binding and conclusive upon all persons having an interest in Trustor's estate. The Marital Gift shall not be diminished by any estate or inheritance tax. (2) Satisfaction of Gift. In satisfying the Marital Gift, Trustee shall select and distribute cash, securities and other property that qualifies for the marital deduction, valued at its fair market value on the date or dates of distribution. Further, to the extent there is sufficient other property, Trustee shall not satisfy the Marital Gift with any asset that would constitute income in respect of a decedent or would produce for Trustor's estate a credit for foreign death taxes. (3) Impact on Elections. Nothing in this Subsection A shall be deemed to impose upon the Trustee or Trustor's Executor any duty to exercise any election available in the administration of Trustor's estate so as to maximize Trustor's estate in order to maximize the marital deduction. B. Family Trust. (1) Provisions During Wife's Lifetime. Trustee: (i) shall hold and manage the balance of the trust fund as a separate trust (to be referred to as the "Family Trust"), collect the income from it,pay out of the income all charges and expenses properly payable from it and distribute to Trustor's wife, if she survives him, the net income during the remainder of her lifetime; and(ii) is authorized to distribute principal for the support,health and education of Trustor's wife and issue at such time or times, in such amounts and to such extent as Trustee deems to be in Trustor's wife's best interest, taking into account other funds available to them(the intention being that such other funds be utilized first to the extent practicable absent special circumstances deemed appropriate by the Trustee). Any distribution of principal to or for the benefit of an issue of Trustor, during his wife's lifetime, may or may not, at the discretion of Trustor's wife, be considered an advancement for purposes of Paragraph (5) of this Subsection B. If any such distribution is to be considered an advancement, it shall be clearly set forth in the written records of the trust fund. In addition, Trustor's wife shall have the right to use any and all residential real estate held in the trust fund free of rent and without any responsibility for deterioration or loss in value thereof due to normal usage or passage of time. (2) Wife's Power of Appointment. On the death of Trustor's wife (if she survives Trustor), Trustee shall distribute the principal, as it is then constituted, to such of Trustor's issue and/or the spouses of Trustor's issue, in such manner and amounts, for such interests or estates, whether in trust or otherwise, and on such terms as Trustor's wife shall have appointed effectively by the last written instrument making specific reference to this limited 4 power of appointment which she shall have executed and delivered to Trustee during her lifetime, or failing any such instrument, then by a provision in her last Will making specific reference to this power. Notwithstanding the foregoing, Trustor's wife shall not confer upon the spouse of any issue of Trustor any interest other than an interest in some portion or all of the net income. (3) Trust for Children. If Trustor's wife shall survive Trustor, then upon her death and as to so much, if any, of the trust fund as she shall not have fully and effectively appointed, or if Trustor's wife shall have predeceased Trustor, then upon his death and as to the entire trust fund, Trustee shall hold the same in further trust hereunder so long as there shall be living any child of Trustor under the age of twenty-five (25) and the Trustee is authorized to distribute net income and/or principal for the health, support and education of Trustor's issue living from time to time, in such amounts and proportions (whether equal or unequal), at such time or times, and to such extent, if any, as Trustee, in its discretion, shall deem to be in the best interest of such issue. Any net income not so distributed shall be accumulated and added to principal. Further, Trustee may, if it deems it advisable and appropriate, distribute principal to help defray the cost of a wedding, to assist a beneficiary to purchase a home, and/or to enter a business or profession. Any distribution of principal made for the purposes set forth in the preceding sentence shall be considered an advancement. In addition, any distribution of principal to or for a child of Trustor who has reached his or her twenty-first (21S)birthday shall be considered an advancement. The cumulative amount of any such advancement shall not be of such a size as to frustrate the purposes of Paragraph (5)below. (4) Distribution to Guardian(s). Trustee shall distribute to the person or persons, if any, acting as guardian of any minor child or children of Trustor the sum of Five Thousand Dollars ($5,000.00)per year for acting as such, in appreciation therefor. (5) Division into Shares. As soon after the death of the survivor of Trustor and Trustor's wife as there shall no longer be living any child of Trustor under the age of twenty-five (25), or upon the death of such survivor if no then-living child of Trustor shall be under the age of twenty-five (25), Trustee shall divide the trust fund, as it is then constituted, and to the extent not fully and effectively appointed by Trustor's wife if she shall have survived Trustor, into such number of shares as shall be necessary to set aside one share for each then- living child of Trustor and one share for each then-deceased child of Trustor who shall be represented by then-living issue. Such shares shall be equal in value taking into account all prior distributions which shall have been considered advancements, which advancements shall be valued on the date of distribution. Despite the foregoing, if, for some reason beyond the control of a Trustee, the aggregate value of advancements to any child and his or her issue shall exceed the value of the share which would otherwise be set aside for such child under the provisions hereof, neither Trustee nor any other person shall have any right of reimbursement 5 for such excess from such child, his or her estate or any other person. (6) Distribution of Shares for Remote Issue. As to each share set aside for a deceased child, Trustee shall distribute such share to the then-living issue of such child,per stirpes. (7) Trusts for Children's Shares. As to each share set aside for a then-living child of Trustor, Trustee shall hold the same in further trust hereunder and distribute to such child the net income thereof. In addition, Trustee shall distribute to such child up to one-third (1/3) of the value of such child's share, upon his or her request, at any time after he or she attains the age of twenty-five (25), taking into account prior advancements (for these purposes, the value of a child's share shall be determined at the time such share is set aside and shall include the value of any prior advancements); up to two-thirds (2/3) of the value of such child's share, upon his or her request, at any time after he or she attains the age of thirty(30), taking into account prior advancements and withdrawals (for these purposes, the value of a child's share shall again be determined at the time such share is set aside and shall include the value of any prior advancements); and shall distribute to such child so much of the principal of such child's share as he or she shall request at any time after he or she attains age thirty-five (35). In addition, Trustee shall have the power to terminate the trust with respect to such child's share and distribute the principal to such child at any time after such child attains the age of thirty- five (35). (S) Distribution of Undistributed Amount. If a child of Trustor for whom a share shall have been set aside shall die prior to the distribution of the whole of such share, Trustee (upon the death of such child) shall hold the balance of such share in further trust hereunder and distribute the net income therefrom to such child's surviving spouse, if any, until the death or remarriage of such surviving spouse, whichever occurs first, whereupon, or if there is no surviving spouse, Trustee shall distribute so much of such share as shall then be held in trust hereunder to the then-living issue, per stirpes, of such child, or if there shall be no issue then living of such child, then to Trustor's then-living issue, per stirpes; provided,however, that any portion of such share distributable to any other child for whose benefit a share or any part thereof shall then be held in trust hereunder, shall be added to such share or part of a share then being held for such child, to be thenceforth held, administered and distributed as a part thereof. (9) Failure of Beneficiaries. If the Trustee holds any portion of the Family Trust at a time when there is no then-living beneficiary thereof under the foregoing provisions, Trustee shall distribute the same: (i) one half to such living person or persons as are then determined to be Trustor's distributees under the intestacy laws of Delaware then in effect as though he had died at that particular time, intestate, a resident of Delaware and owning one half of the property then so distributable and (ii) one half to such living person or persons as are then in determined to be Trustor's wife's distributees under the intestacy laws of Delaware then in effect as though she had died at that particular time, intestate, a resident of Delaware and 6 owning one half of the property then so distributable. SECTION 5. TRUSTS FOR PERSONS UNDER 25 OR DISABLED A. Separate Trust. Notwithstanding the foregoing, as to any net income or principal otherwise distributable to any beneficiary who shall be under 25 or under a legal disability, Trustee is authorized either to: (i) distribute the same to the beneficiary or(ii)hold the same in a separate, vested trust distributing to such beneficiary so much thereof, and the net income therefrom, as Trustee shall deem necessary to provide for such beneficiary's health, maintenance, education and general welfare(taking into account other funds available for such purposes) and adding to principal any net income not so distributed. B. Mandatory,Termination. Trustee shall distribute this trust to such beneficiary at 25 or at such later time as such legal disability is removed, but if he or she should die prior thereto, then Trustee shall distribute all personal property to the beneficiary's Executor and all real property to the person or persons entitled thereto under the beneficiary's last Will, or failing any such Will, then to the beneficiary's intestate heirs. SECTION 6. ALTERNATIVE METHODS OF DISTRIBUTION Any net income or principal otherwise distributable to any beneficiary,may be, without regard to any attempted alienation or attachment: (i) applied directly for such beneficiary's benefit, (ii)delivered to such beneficiary(whether or not an adult), to a legally constituted representative of the person or property of such beneficiary, to a custodian for such beneficiary under a law designed to facilitate gifts to minors (including a custodian designated by Trustee), and/or to an adult individual with whom such beneficiary resides (to be used only for the benefit of such beneficiary), and/or(iii) deposited to the account of such beneficiary in a financial institution. SECTION 7. SPENDTHRIFT PROVISION The interest of any beneficiary in either the net income or principal shall not be assigned or in any other manner alienated by such beneficiary. Moreover, no such interest shall be subject to attachment or any other legal or equitable process instituted by any person. SECTION 8. DISCLAIMERS Nothing herein shall limit the right of any beneficiary(or his or her legally 7 constituted representative) to disclaim or relinquish any interest, in whole or in part, thereby accelerating any succeeding interest. SECTION 9. POWERS OF TRUSTEE A. General Powers. Trustee shall have the power to do all things an individual could do with respect to his own property. No enumeration of specific powers herein shall limit the foregoing and no specific power shall be exhausted by its use. In managing the investments Trustee is authorized to view the investments as a whole and not necessarily individually, taking into account the needs of the beneficiaries, the size of the trust, and the general economic and tax conditions. B. Specific Powers. Trustee is specifically authorized: (1) To retain any property delivered to it for such period as it deems in the best interest of the trust, regardless of any rules requiring diversification or limiting investments to specifically authorized investments or those which individually meet certain standards. (2) To sell at public or private sale, exchange for like or unlike property and otherwise dispose of any property for such price and on such terms as Trustee deems proper. (3) To invest in such stocks,bonds, notes, securities, improved and unimproved real estate, general and limited partnerships,joint ventures, mutual and common funds, life insurance and/or other property, whether or not income producing, as Trustee deems proper for the trust, regardless of any rules requiring diversification or limiting investments to specifically authorized investments or those which individually meet certain standards. (4) To operate, repair, alter, improve, tear down, insure, grant options upon, partition, lease for any period of time and/or pay taxes on any real property or interest in real property. (5) To purchase or sell property through such brokerage firms as Trustee deems in the best interest of the trust. (6) To vote any shares of stock either directly or by proxy, including the power to vote shares of a corporate Trustee's own stock without liability for so doing, unless and to the extent only that it may be affirmatively shown that in so voting such shares, Trustee acted in bad faith and in wanton disregard of the rights and interests of any beneficiary. (7) To participate in any proceeding for liquidating or protecting an interest 8 in any property or for reorganizing a corporation or consolidating or merging one or more corporations, in either instance accepting new or substituted securities with different priorities, rights or privileges and paying any assessment or expense incident thereto. (8) To make any division or distribution in cash or in kind, or partly both, and to make reasonable and equitable valuations and apportionments thereof, subject to any specific allocation provisions herein, and to elect to recognize, for Federal income-tax purposes, any gain or loss that may be realized on such a distribution in kind. (9) To rely upon such information in determining the rights of any person as Trustee, after due diligence,believes to be correct. (10) To determine whether receipts and disbursements shall be credited to or charged against income or principal, or partly both, in accordance with Delaware law. (11) To borrow from any person and to encumber any property in the trust as security. (12) To make loans against adequate collateral and at appropriate interest to, and/or to purchase any property from, any person. (13) To institute, compromise, settle, submit to arbitration or litigate any claim. (14) To employ agents and advisers whose services may be beneficial to the administration of a trust. (15) To hold property in the name of a nominee. (16) To participate fully in the management of any proprietorship, partnership, or other business enterprise. (17) To purchase and sell options to purchase any property. (18) To make any distribution otherwise payable to a minor to a custodian under any law designed to facilitate gifts or transfers to minors, which custodian may be selected by Trustee. (19) To separate any trust created herein into two or more trusts to be administered separately if Trustee deems it to be in the best interests of the beneficiaries or if ease of administration would thereby be facilitated, 9 (20) To merge any trust created herein that is substantially the same as (but not necessarily identical to) any other trust established for the same person or persons with such other trust, whereupon the merged trusts shall thereafter beheld, administered and distributed as one, under whichever of the trust instruments the Trustees of the merged trusts shall agree upon. (2 1) To terminate any trust or share created hereunder if Trustee deems it to be so small as to not be able to justify the continuation thereof, in which case Trustee shall distribute the entire balance of such trust or share to the primary beneficiary. C. Conflicts of Interest, Trustee is authorized to enter into any otherwise-proper transaction with Trustor's estate, any beneficiary, any beneficiary's estate, any person acting as Trustee hereunder, or the fiduciaries of any other trust or estate (even if such fiduciary shall be acting hereunder). D. Self Dealing. Trustee is authorized to utilize any services offered by, and to enter into business dealings with, a person acting as Trustee hereunder if(i) such service or business dealing shall otherwise be proper for the administration of the trust(other than for the fact that it may be "self dealing") and (ii) it is authorized by the person or persons then acting as Trustee of that trust. E. Adequate Consideration. Nothing in this Agreement shall be construed to authorize any person to purchase, exchange or otherwise deal with or dispose of any property held hereunder for less than adequate consideration. SECTION 10. PROVISIONS RELATING TO TRUSTEE A. Trustee Succession. (1) At any time when either ROBERT L. TUCKER or MARTHA S. TUCKER ceases to act as Trustee,KEVIN S. TUCKER, if he is then willing and able, shall act as Successor Trustee to him or her. (2) At any time when neither ROBERT L. TUCKER nor MARTHA S. TUCKER is acting as Trustee, SEAN C. TUCKER, if he is willing and able, shall act as Successor Co-Trustee. (3) There shall always be at least two (2), and not more than three(3), persons acting as Trustee of each trust hereunder, although they need not be the same for each trust, 10 (4) Any person acting as Trustee shall have the power to resign at any time. An individual shall be deemed to have resigned upon the certification of a licensed medical doctor that such individual is unable to manage his or her financial affairs. (S) Subject to the foregoing, at any time when there are fewer than three persons acting as Trustee another Trustee may be appointed, or shall be appointed if otherwise there shall be only one person acting as Trustee, by such of the following, in the order named, who shall be willing and able to so appoint: (a) the individual to be succeeded (where an individual ceases to act as Trustee, provided such appointment is made prior to the time when that individual ceases to act), (b) the other individual or individuals acting as Trustee, (c) the other person acting as Trustee, or (d) the primary beneficiary. (6) At any time the individual or individuals acting as Trustee may remove with or without cause any corporation acting as Co-Trustee. (7) In the event of the absence of any Trustee under the foregoing provisions, WILMINGTON TRUST COMPANY, a Delaware corporation, its successors and/or assigns, is hereby appointed as Trustee and shall appoint an individual to act as Trustee with it. B. Trustee Decisions. If two persons shall be acting as Trustee, they shall act by unanimous decision and if more than two, they shall act by majority decision. In implementing any decision,however, any person acting as Trustee may act alone on behalf of all of them. Notwithstanding the foregoing,however,no individual other than Trustor shall participate in any decision affecting the discretionary distribution of net income or principal to that same individual or to another person to whom that individual owes a legal obligation when such a distribution would satisfy or discharge that obligation. C. Trustee Liability. Upon any person's ceasing to act as Trustee, such person shall be without any further liability or responsibility to any past,present or future beneficiaries, unless objections to such person's actions as Trustee are filed with such person or such person's legal representative within 120 days of such person's ceasing to act. A successor Trustee shall be under no duty to examine the accounts and records of its predecessor or to inquire into the acts or omissions of its predecessor, but shall be 11 responsible only for property received and held by it in trust and for its actions with respect thereto after it begins to act as Trustee. D. Exculpation of Others. No person dealing with Trustee shall be obliged: (i)to see to the application of any property delivered to Trustee, (ii) to inquire into the necessity or propriety of Trustee exercising any power, (iii) to determine the existence of any fact upon which Trustee's power to act may be conditioned, or(iv) to ascertain whether any person acting as Trustee in fact has the authority to represent and act on behalf of any other person acting as Trustee. E. Presumption of Propriety. Each person acting as Trustee shall be presumed to have acted within the scope of its authority, to have exercised reasonable care, diligence and prudence, and to have acted impartially as to all persons unless it be affirmatively shown that such person acted in bad faith and in wanton disregard of the rights and interests of any person. F. Equitable Adjustments. Trustee shall not seek contribution from or adjust the interest of any person affected by any decision of Trustee or by operation of any law. G. Compensation. An individual shall be entitled to reasonable compensation. A corporate Trustee shall be entitled to such compensation as shall be agreed upon from time to time with the individual or individuals then acting as Trustee. In the event of any extraordinary services, there may be additional compensation. All compensation shall be charged to income or principal and extraordinary compensation shall be divided among the persons acting as Trustee as they shall agree. H. Accountings and Bond. Trustee shall have no duty to file any bond, inventory or accounting with any Court,but at any time that Trustor is not serving as Trustee, Trustee shall deliver an annual account of all trust activities to each current beneficiary or his or her parent or legal representative. SECTION 11. SPECIAL INCOME PROVISIONS A. Income from Additions. All dividends declared after transfer of shares of stock to Trustee and all interest or other income that has accrued on an obligation or other property at the time of transfer to Trustee shall belong to Trustee and not the transferor. All cash and optional dividends and all such interest or other accrued income shall be treated as income upon receipt. B. Frequency of Distributions. Net income that is distributable shall be distributed in convenient installments at least quarterly. 12 C. Accrued Income on Termination of Interests. Any income accrued but not yet received by Trustee or received but not yet distributed to a beneficiary at the time of the termination of such beneficiary's income interest shall be distributable to the next income beneficiary. SECTION 12. GOVERNING LAW This Agreement shall be administered and construed under Delaware law and each trust hereunder shall be deemed to have a Delaware situs. SECTION 13. ADDITIONS TO TRUST Any person may add to any trust provided the property being added is acceptable to Trustee and consideration is given to the possible consequences of making additions to any trust that may be exempt from generation-skipping transfer taxes. SECTION 14. POWER TO AMEND Trustor reserves the right to modify or terminate this Agreement in whole or in part. The responsibilities and compensation of Trustee shall not be changed substantially without its consent, however. SECTION 15. TITLES Titles of the various SECTIONS and Subsections of this Agreement are for convenience and identification purposes only and shall not be used in ascertaining the intent or meaning of any provision. SECTION 16. TRUSTEE'S ACCEPTANCE Trustee accepts all trusts hereby created and agrees to perform the same in accordance with the terms of this Agreement." 13 3. Said Agreement is hereby ratified and confirmed in all other respects. IN WITNESS WHEREOF, ROBERT L. TUCKER, as Trustor and Trustee, and MARTHA S. TUCKER, as Trustee, have hereunto set their hands and seals on the date hereinbefore set forth, all done in duplicate. WITNESS: (SEAL) 40BERT } L. TU KER "IA_ A - , Icy (SEAL} MAATHA S. TUCKER STATE OF DELAWARE } } SS COUNTY OF NEW CASTLE } The foregoing instrument was acknowledged before me this day of ��'"� ,2005,by ROBERTI. TUCKER and MARTHA S. TUCKER. •bi..l Fb ��yy-�xr rt�yp..���4 ISTWE Sal=0,._:';,.;'',';'.<'"';• 1a ,r-7.��.rry r-r•t U 46Al�GG1i.E'.a4-i,1 �J y GJ;�;IYi�a��,{a;3 e„;�,,•...,,v.., w , Notarial Officer Signature Title (e.g. notary public) Commission Expires: 14 PA REV-1500 SCHEDULE A REAL ESTATE 5 E P,T P. E 2006 JUN 9 RBI 3 09 TAX PARCEL NO. 10-17-1035-253 MADE THE . day of in the year two thousand six (2006) BVrWzW JIM MILLER CUSTOM BUILDER, INC., a Pennsylvania Corporation, of Mechanicsburg, Pennsylvania, Grantor, AND ROBERT L. TUCKER and MARTHA S. TUCKER, husband and wife, of Newark, Delaware, Grantees, WITlt6ETH, that in consideration of THREE HUNDRED THIRTY-FOUR THOUSAND FOUR HUNDRED----------------------------------($334,400.00)--------------------------------------Dollars, lawful money of the United States of America, unto it well and truly paid by the said Grantee, at and before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged, Grantor has granted, bargained, sold, aliened, enfeoffed, released and confirmed, and by these presents does grant, bargain, sell, alien, enfeoff, release and confirm unto the said Grantees, their heirs and assigns, ALL THAT CERTAIN Unit and the property known, named and identified in the Declaration referred to below as 'Grandon Farms, Planned Community", located in Hampden Township, Cumberland County, Pennsylvania, which has heretofore been submitted to the provisions of the Pennsylvania Uniform Planned Community Act, 68 Pa. C.S.A. §§ 5 101 et Mg., by the recording in the Office of the Recorder of Deeds of Cumberland County, of a Declaration, dated October 23, 1997, and recorded November 3, 1997, in Miscellaneous Book 561, Page 56, which has been amended by a First Amendment to Declaration, dated June 29, 1998, and recorded June 29, 1998, in Miscellaneous Book 580, Page 597, which has been further amended by a Second Amendment to Declaration, dated December 11, 1998, and recorded on December 17, 1998, in Miscellaneous Book 597, Page 1144, which has been further amended by a Third Amendment to Declaration, dated June 4, 1999, and recorded June 25, 1999, in Miscellaneous Book 617, Page 246, which has been further amended by a Fourth Amendment to Declaration, dated July 23, 1999, and recorded 29, 1999, in Miscellaneous Book 620, Page nox 275 PAGE 215 TaxDB Result Details Page I of I Detailed Results for Parcel 10-17-1035-253. in the 2010 Tax Assessment Database DistrictNo 10 Parcel ID 10-17-1035-253. MapSuffix HouseNo 4745 Direction Street AUGUSTA DRIVE Ownerl TUCKER,ROBERT L&MARTHA S C/o PropType R PropDesc LivArea 2284 CurLandVal 59700 CurlmpVal 235700 CurTotVal 295400 CurPrefVal Acreage .20 CIGrnStat TaxEx I SaIeAmt 334400 SaIeMo 06 SaIeDa 09 Salece 20 SaIeYr 06 DeedBkPage 00275-00215 YearBit 2005 HF—File—Date 01110/2007 HF_Approval—Status A Fie No.0912-19Tuck-S Kevin Tucker 73 Stone Run Drive Mechanicsburg,PA 17050 File Number: 0912-19Tuck-S In accordance with your request, I have appraised the real property at: 4745 Augusta Drive Mechanicsburg,PA 17050 The purpose of this appraisal is to develop an opinion of the defined value of the subject property,as improved, The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the defined value of the property as of September 13,2012 is: $3&0,000 Three Hundred Sixty Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value,descriptive photographs,assignment conditions and appropriate certifications. 4004-1 IjAit,40 Linda D.Williams PA certified Appraiser Restricted Use Residential Appraisal Report File NO, 0912-19Tuck-S [Thil,epoll eport is limitetl to the sale and exclusive use o(Ihe clien t The appraiser's opinions and conclusions sat forth in this report may not be understood properly without additional information a raiser'sworkfile.The ur ose ofthisa raisa l re ort ito rovlde the client with a credibleo inien of the canned value of the subject ro er iven the intended use of then raisal- t Kevin Tucker E-mail kevin.tucker tibonducker.com t Address 73 Stone Run Drive Ci Mechanicsbur state PA zi 17050 ded Use This a raisal re ort is re ared for the sole and exclusive use of the client mentioned on a e one of this a raisal and one the client deems necessa for the com letion of this transaction. a Address 4745 Au usta Drive ci Mechanicsbur State PA zi 17050 Descri tion APN,Lo al,etc.,if a licable Deed Book 275 Pa a 215 Parcel#10-17-1035-253 Ri hts A raised X Fee Sim ie Leasehold Other describe ct property existing use: Residential Use reflected in appraisal: Residential st and Best Use: X Existin Other: See attached addendum- search did did not reveal an rior sales or transfers of the subject rb for the three ears rior to the effective date of this a raisal. SalelTransfec Date 06/09/2006 Price$334,400 Sources On line public records a Analysis of prior sale transfer history of the subject property(and comparable sales,if applicable) The subject has not transferred within the past three years. Offerings,options and contracts as of the effective date of the appraisal Notapplicable Marketability Comments: Market condition are average for this time of year, Supply and demand appear to be in balance.In the year prior to inspection in Hampden Township,the subjects zip code there were 277 sold single family residences within an averse settled time of 122 days and with an averse settled amount of$265,990. Per Central Penn MLS. Site comments: There are no apparent easements or encroachments.The subject does not appear to lie in a FEMA designated flood zone. Appraiser is not an expert in environmental issues nor is the appraiser a surveyor.See attached legal description. Improvement commens: The subject has ceilings fans garage door opener,recessed lighting,crown molding,ceramic walk-in shower,rooe accent lighting, as water heater,security system. The subject is in average condition on both the interior and exterior. The subject has standard floor plan and amenities. No evidence of functional or economic obsolescence was observed. FEATURE I SUBJECT COMPARABLE SALE NO.1 COMPARABLE SALE NO,2 COMPARABLE SALE NO.3 4745 Augusta Drive 4761 Augusta Drive 4759 Augusta Drive 1675 Williamsburg Way Address Mechanicsrq Mechanicsburg Mechanicsburg Mechanicsburg Proximity to Subject 0.06 miles W 0.04 miles W 1.18 miles WNW Sale Price $ $ 372,500 Is 377,382 Is 337,40 Sale NwGross Uv.Area $ 0.00 s.ft. $ 143.71 sq.ft] s 145.59 sq.ft I s 152.74 sq.ft. Data Sources MLS#10211086 MLS#10217580 MLS#10208172 Verification Sources Public Tax Records Public Tax Records Public Tax Records VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION +t-s Ad mom DESCRIPTION I DESCRIPTION .-IF A-d t Sale or Financing Conventional Conventional Conventional Concessions 203 DOM 1 DOM 391 DOM Date of Sale/Time 04/30/2012 02103/2012 07112/2012 Location Suburban Suburban Suburban Suburban Leasehold/Fee Simple Fee Simple Fee Simple Fee Simple Fee Simple Site .2 ac .23 ac 23 ac 2 View Residential Residential Residential Residential Design(Style) Semi-Detached Semi-Detached Semi-Detached Semi-Detached Quality of Construction Brick Vin I Brick Vin l Brick Vin I Stone Vin i Actual A" 7 2 -5.000 2 -5,000 2 -5,000 Condition Averse Averse Averse Average Above Grade rural Be ms Gams ra a) edons sans Taal corms, Batas Tatal echo Barra Room Count 5 3 2.1 7 3 2.1 7 3 2.1 6 1 2 1 2.1 Gross Living Area 20.00 2,188 s,k 2,592 s.ft. -8,080 2,592 s.ft. -8 080 2,209 s.ft. -420 Basement&Finished Full Basement Full Basement Full Basement Full Basement Rooms Below Grade Unfinished Unfinished Unfinished Unfinished Functional Utility Averse Averse Averse Average Heating/Cooling Heating/Cooling FHA C/Air FHA C/Air FHA C/Air FHA C/Air Energy Efficient items Storm Units Storm Units Storm Units Storm Units Garage/Carport 2 Car Garage 2 Car Garage 2 Car Garage 2 Car Garage Porch/Patio/Deck Porch Deck Porch Deck Porch Deck Porch Deck 1 FIP -2,000 1 F/P -2.000 1 F/P -2,000 Net Adjustment(Total) X- s J5,080 X- $ 15,080 Is 7,420 Adjusted Sale Price Net Adj, -4.0% Net Adj. -4.0% Net Adj. -22% of Com arables Gross . 1 0% s 357 420 Gross .U%I, 362 302 Gross Ad. 2,2%1$ 329 980 Summary of Sales Comparison Approach Comparable two transferred 0212012 on the day of inspection it was listed for sale list price$387,900, 68 days on the market. Comparable 3 is used to show value of similar properties not located in the subjects project. Comparable 4 is an active listing,similar in age in the subjects project. RVd.a l lamg ACI so#r .800.271 8727 w dmr— TMs tom Copro a 20062010 ACI rrieim of ISO Claims Sff*m I .All Rgtn Rieto al. ib Pagel d7 (SPAR-)General WNOSe Appraisal Repn 11 GPARREUpo 0V20M au... Restricted Use Residential Appraisal Report File No. 0912-19Tuck-S Methods and techni uesem to ed: X Sales Comparison A roach I I CostApproach E Income Approach Other: Discussion of methods and techniques employed,including reason for excluding an approach to value: The market approach is the best approach to achieve a fair market value for this type of property, The cost approach was not developed due to the age of the subject as it is difficult if not impossible to determine depreciation and reproduction costs. The income approach is not applicable to the subject. Reconciliation comments: All sales are closed transactions. Sales are similar in style,amenities and marketing appeal.Most weight on value is place on comps 1 8 2 due to the location. Based on the scope ofwork,assumptions,limiting conditions and appraiser's certification,my(our)opinion of the defined value of the real property that is the subjectofthis report asof 09/13/2012 ,which is the effectivedate ofthis appraisal,is: ❑X Single points 360 000 Li Range$ to$ ❑Greater than ❑Less than $ This appraisal is made X -as is,' 0 ubject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, ❑subject to the following repairs or alterations on the basis of a hypothetical condition that the repairs or alterations have been completed ❑ subject to the following: Appraiser's Certification The appraiser(s)certifies that,to the best of the appraiser's knowledge and belief: 1.The statements of fact contained in this report are true and correct. 2. The reported analyses,opinions,and conclusions are limited only by the reported assumptions and limiting conditions and are the appraiser's personal,impartial,and unbiased professional analyses,opinions,and conclusions. 3, Unless otherwise stated,the appraiser has no present or prospective interest in the property that is the subject of this report and has no personal interest with respect to the parties involved. 4.The appraiser has no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. 5,The appraiser's engagement in this assignment was not contingent upon developing or reporting predetermined results. 6.The appraiser's compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client,the amount of the value opinion,the attainment of a stipulated result,or the occurrence of a subsequent event directly related to the intended use of this appraisal. 7.The appraiser's analyses,opinions,and conclusions were developed,and this report has been prepared,inconformity with the Uniform Standards of Professional Appraisal Practice, 8.Unless otherwise noted,the appraiser has made a personal inspection of the property that is the subject of this report. 9.Unless noted,no one provided significant real property appraisal assistance to the appraiser signing this certification Significant real property appraisal assistance provided by: Additional Certifications: Real Estate Salesperson-Standard RS212055L Type of Value: D Market Value ❑Othervalue: Source of Definition: The Dictionary of Real Estate Appraisal Definition ofvalue: The most probable price as of a specified date in cash or in terms equivalent to cash or in other precisely reveled terms for which the specified property rights should sell after reasonable exposure in competitive market under all conditions requisite to a fair sale with the buyer and seller each acting prudently,knowledgeable,and for self-interest assuming that neither is under undue duress. APPRAISER CO-APPRAISER Signature: -5 �. �J Signature: Name: Linda���""" Williams PA Certified Appraiser Name: State Certification o RL003406L State Certification t or License X or License M or Other(describe): State Y: State: State: PA Expiration Date of Certification or License: Expiration Date of Certification or License: 06/30/2013 Date of Signature: Date of Signature and Report: 09/19/2012 Date of Property Viewing: Date of Property Viewing: 09/13/2012 Degree of property viewing: Degree of property viewing: p Interior and Exterior ❑Exterior Only ❑Did not personally view ©Interior and Exterior ❑ Exterior Only ❑ Did not personally view ftdmed using ACI so0rrse,900.23/.8727 wow wb.ose Tha fmn Cop,*i a 2005-1010 ACI ONdan 01150 Cdims$sakes,Mc..A9 R"Resemd. Page 2 d 3 IgPAII')General Purpose Aprmal R¢p0n 01ROOB GPARRE520909112009 Ewing Residential Appraisals File No. 0912-19TUCk-S Scope or Work,Assumptions and Limiting Conditions Scopeof work is defined in the Uniform Standards of Professional Appraisal Practice as"the type and extent of research and analyses in an assignment."In short,scope of work is what the appraiser did and did not do during the course of the assignment.It includes,butis not limited to:the extent to which the property is identified and inspected, the type and extent of data researched.the type and extent of analyses applied to arrive at opinions or conclusions. The scope of th is appraisal and ensuing discussion in this report are specific to the needs of the client and to the intended use of the report.This report was prepared for the sole and exclusive use orthe Client for the identified intended use and its use by any other parties is prohibited.The appraiser is not responsible for unauthorized use of the report. The appraiser's certification appearing in this appraisal report is subject to the following conditions and to such other specific conditions as are set forth by the appraiser in the report.All extraordinary assumptions and hypothetical conditions are stated in the report and might have affected the assignment results. 1.The appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or dtle thereto,nor does the appraiser render any opinion as to the title,which is assumed to be good and marketable.The property is appraised as though under responsible ownership. 2,Any sketch in this report may show approximate dimensions and is included only to assist the reader in visualizing the property.The appraiser has made no survey of the property. 3.The appraiser is not required to give testimony or appear in court because of having made the appraisal with reference to the property in question,unless arrangements have been previously made thereto. 4,Neither all,nor any part of the content of this report,copy or other media thereof(including conclusions as to the property value,the identity of the appraiser,professional designations, or the firm with which the appraiser is connected),shall be used for any purposes by anyone but the client and other intended users as identified in this report,nor shall it be conveyed by anyone to the public through advertising,public relations,news,sales,or other media,without the written consent of the appraiser. S.The appraiser will not disclose the contents of this appraisal report unless required by applicable law or as specified in the Uniform Standards of Professional Appraisal Practice, 6.Information,estimates,and opinions furnished to the appraiser,and contained in the report,were obtained from sources considered reliable and believed to be true and correct. However,no responsibility for accuracy of such items Furnished to the appraiser is assumed by the appraiser. 7.The appraiser assumes that there are no hidden or unapparent conditions of the property,subsoil,or structures,which would render it more or less valuable.The appraiser assumes no responsibility for such conditions,or for engineering or testing,which might be required to discover such factors.This appraisal is not a home inspection or environmental assessment of the property and should not be considered as such. 8, The appraiser specializes in the valuation of real property and is not a home inspector,building contractor,structural engineer,or similar expert,unless otherwise noted.The appraiser did not conduct the intensive type of field observations of the kind intended to seek and discover property defects.The viewing of the property and any improvements is for purposes of developing an opinion of the defined value of the ptopeny,given the intended use of this assignment.Statements regarding condition are based on surface observations only.The appraiser claims no special expertise regarding issues including,but not limited to:foundation settlement,basement moisture problems,wood destroying(or other)insects,pest infestation, radon gas,lead based paint,mold or environmental issues.Unless otherwise indicated,mechanical systems were not activated or tested. This appraisal report should not be used to disclose the condition of the property as it relates to the presence/absence of defects. The client Is invited and encouraged to employ qualified experts to inspect and address areas of concern.If negative conditions are discovered,the opinion of value may be affected. Unless otherwise noted.the appraiser assumes the components that constitute the subject property i in proveme nt(s)are fundamental ly sound and in working order. Any viewing of the property by the appraiser was limited to readily observable areas.Unless otherwise noted,attics and crawl space areas were not accessed.The appraiser did not move furniture,floor coverings or other items that may restrict the viewing of the property. 9,Appraisals involving hypothetical conditions related to completion of new construction,repairs or alteration are based on the assumption that such completion,alteration or repairs will be competently performed. 10.Unless the intended use of this appraisal specifically includes issues of property insurance coverage,INS appraisal should not be used for such purposes.Reproduction or Replacement cost figures used in the cost approach are for valuation purposes only,given the intended use of the assignment.The Definition of Value used in this assignment is not consistent with the definition of Market Value for property insurance coverage/use unless otherwise stated by the appraiser. Additional Comments Related To Scope Of work,Assumptions and limiting conditions The Intended User of this appraisal report is the Lender/Client.The Intended Use is to evaluate the property that is the subject of this appraisal,subject to the stated Scope of Work,purpose of the appraisal,reporting requirements of this appraisal report form,and Definition of Market Value.No additional Intended Uses are identified by the appraiser. �- Practiced ming ACI A.laNa2,900.234.0727 wawarnveh.can Ths lam Crxmxx a 20052010 Act ehwixi d ISO Min srw.es,(I All Rigna R—d. Page 3 d 3 NPAR-)General Purpose Apolial Re n 01R00a GPARRE52 OB0.11,2m, t, ADDENDUM Client: Kevin Tucker File No.: 0912-19Tuck-S Property Address: 4745 Augusta Drive Case No.: City: Mechanicsburg State: PA Zip: 17050 Extra Comments The subject as improved is a legally permissible use based on its current zoning. Also,the lot size,shape,physical condition and land-to-building ratio allow the present structure and indicate a good utilization of the improvements. Based on the current market conditions,the present use and structure as a single family residences is its financially feasible and maximally productive use. Addend Page 1 of 1 SUBJECT PROPERTY PHOTO ADDENDUM Client: Kevin Tucker File No.: 0912-19Tuck-S Property Address:4745 Augusta Drive Case No.: City: Mechanicsburg State: PA Zip: 17050 FRONTVIEWOF SUBJECTPROPERTY Appraised Date:September 13,2012 Appraised Value:$360,000 a tlfi✓�„ � » � iMMr - ✓Y r REAR VIEW OF SUBJECT PROPERTY WAw4. `Zvi STREETSCENE t E :4 client: Kevin Tucker File No.: 0912-19Tuck-S Property Address:4745 Augusta Drive Case No.: Cit : Mechanicsburg State:PA Zip:17050 Kitchen Living area 1 i r`. t w Bath Upper level sitting area if Y t k !f y t (•i � 1 Bath Powder room ftdwM mim ACT wt—IM,21<.6127a acweb— PHT6 FLOORPLAN SKETCH Client: Kevin Tucker File No.: 0912-19Tuck-S Property Address:4745 Augusta Drive Case No.: City:Mechanicsburg State:PA Zip:17050 n o�� o«r wacr„ T q 8eamom eeemem N�ICMn Area Aiutrr �Ih SMlnp poem 4R f Open To UVMry Bebw 1 8eht R eo-POm 6sraps 0—Room Perch bq Iq Sketch by Apex IV WndowsT' AREA CALCULATIONS SUMMARY LMNG AREA BREAKDOWN Coda Description Sim Totals Breakdown Subtotals GLAi First Floor 1327.00 1327.00 First Floor GLA2 second Floor 861.00 861.00 14.G x 27.0 378.00 P/P Porch 342.00 23.0 x 25.0 575.00 Porch 42.00 384.00 16.0 x 20.0 320.00 GAR Garage 420.00 420,00 6,o x 4.0 54.00 second Floor 7,0 x 35.0 245.00 14.0 x 44.0 616.40 TOTAL LIVABLE (rounded) 2188 6 Areas Total(rounded) 2188 COMPARABLE PROPERTY PHOTO ADDENDUM Flient: Kevin Tucker File Np.; 0912-19Tuck-S roperty AddreSS 4745 Augusta Drive Ca5e Np t .Mechanicstsur State:PA Zi : 17050 COMPARABLE SALE#1 4761 Augusta Drive Mechanicsburg Sale Date:04/30/2012 II _,fir Sale Price:$372,500 COMPARABLE SALE#2 4759 Augusta Drive Mechanicsburg „ �,- •�r�i�IF� °''+ 2i 1, Sale Date:02/0312012 Sale Price:$377,382 w COMPARABLE SALE#3 ow *+ I F _ 1675 Williamsburg Way ' $ Mechanicsburg Sale Date:07/12/2012 ..° Sale Price:$337,400 COMPARABLE PROPERTY PHOTO ADDENDUM Client: Kevin Tucker File No.: 0912-19Tuck-S Property AddreSS:4745 Augusta Drive Case No.: City:Mechanicsburg State:PA Zip: 17050 COMPARABLE SALE#4 925 Grandon Way Mechanicsburg i d nv, Sale Date:Active Sale Price:$374,900 COMPARABLE SALE#5 Sale Date: Sale Price:$ COMPARABLE SALE#6 Sale Date: Sale Price:$ LOCATION MAP Client: Kevin Tucker File No.: 0912-19Tuck-S Property Address'4745 Augusta Drive Case No.: City:Mechanicsbur State: PA Zip: 17050 o m C k o � b jf I O rj �61 P b, c jJ S +� �' Y•CI(C�L /// f Comparable Sale 3 ///i/ �• 1675 Williamsburg Way Mechanicsburg,PA 17050 �! K,rtatnny Dr (1,18 miles WNW) a, rJ Dr menderha"r `� Roth1y An'? O a. Gte � D6111et LP Q 7l 41N' P 1�5 Me,nory'• {otd�ye`l sv;°e$lr Subject ,HasC^ v, 4745 Augusta Dr creek nT Mechanicsburg,PA 17050 ` e .ke` `e e F � t C, Comparable Sale 2 ;h P b o° 1-0 4759 Augusta Dr QQ e A� aSCrAV +R Mechanicsburg,PA 17050 (0,04 miles W) r R NO 0581"\ i f n J r e C �3. M Comparable Sale 4 any r `� 925 Grandon Way Comparable Sale 1 Q +4,3,ha Mechanicsburg,PA 17050 4761 Augusta Dr (ok (0,13 miles W) ry Mechanicsburg,PA 17050 ewvteey�d \ {� $ y (0.06 miles W) CIL 581,1 �C m r e a41ec .,c O n C Sky treM1 Rd a 0.68 mile - Legal Description Client: Kevin Tucker File No.: 0912-19Tuck-S Property Address:4745 Augusta Drive Case No.: City:Mechanicsburg State: PA Zip: 17050 db 5 E R T P. 71 F' : ^n 20m JUN 9 RIB 3 09 L� TAX PARCEL NO. 10-17-1035-253 MADE THE day of in the year two thousand six(2006) HS1Wtr= Jim MILLER CUSTOM BUILDER,INC.,a Pennsylvania Corporation,of Mechanicsburg..Pennsylvania,Grantor, AND ROBERT L,TUCKER and MARTHA S.TUCKER,husband and wife,of Newark,Delaware,Grantees, Wlt'!IMBOWTH,that in consideration of THREE HUNDRED THIRTY-FOUR T14OUSAND FOUR HUNDRED-------------------------------- lawful money of the United States of America,unto it well and truly Paid by the said Grantee,at and before the sealing and delivery of these presents,the receipt whereof is hereby acknowledged,Grantor has granted,bargained,sold,aliened,enfeafted,released and confirmed, and by these presents does grant,bargain,sell,alien,enteoff,release and confirm unto the said Grantees,their heirs and assigns, ALL THAT CERTAIN Unit and the property known,named and identified in the Declaration referred to below as'Grandon Fosse,Planned Community',located in Hampden Towash p, Cumberland County,Pennsylvania,which has heretofore been submitted to the prmtsions of the Pennsylvania Uniform Planned Community Act,68 Pa.C.S.A.It 5101 It WA.,by the recording in the Office of the Recorder of Deeds of Cumberland County,of a Declaration, dated October 23, 1997,and recorded November 3, 1997, in Miscellaneous Book 561,Page 56,which has been amended by a First Amendment to Declaration,dated June 29, 1998,and recorded June 29, 1998,in Miscellaneous Book 580, Page 597,which has been further amended by a Second Amendment to Declaration,dated December 11, 1998,and recorded on December 17, 1998,in Miscellaneous Book 597,Page 1144,which has been further amended by a Third Amendment to Declaration,dated June 4, 1999,and recorded June 25,1999,in Miscellaneous Book 617,Page 246,which has been further amended by a Fourth Amendment to Declaration,dated July 23, 1999,and recorded 29, 1999,in Miscellaneous Book 620,Page gtlpf 275 MMOE 215 Legal Description ker File No.: 0912-19Tuck-S 4745 Augusta Drive Case No.: City: Mechanicsburg State: PA Zip:17050 and recorded December 2, 1999,in Miscellaneous Book 632,Page 186,and recorded an December 22, 1999,in miscellaneous Book 634, Page 158,as further amended by a Sixth Amendment to Declaration,dated August 1, 2000, and recorded August 10,2000,in Miscellancous Book 65 1,Page 665,an further amended by a Seventh Amendment to Declaration,dated August 31, 2000,and recorded September 6,2000,in Miscellaneous Book 654,Page 294,as further amended by an Eighth Amendment to Declaration,dated December 15,20DO,and recorded December 20,2000, in Miscellaneous Book 6462, Page 917,as further amended by a Ninth Amendment to Declaration, dated June 27,200 1,and recorded November 7,200 1,in Miscellaneous Book 682, Page 104 1.as further amended by a Tenth Amendment to Declaration,dated Januwy 10,2003,and recorded January 22,2003,in Miseellaneous Book 693, Page 3163,and recorded in Miscellaneous Book 694,Par 2273, as further amended by an Eleventh Amendment to Declaration,dated Jdne 2,2003, and recorded June 6,2003,in Miscellaneous Book 698,Page 226,as further amended by a Twelfth Amendment to Declaration,dated November 19,2003,and recorded November 25, 2003,in Miscellaneous Book 704,Pap 1102,as further amended by AL Thirteenth Amend- ment to Declaration.dated June 8.2DO4,and recorded June 11,2004,in Mism1laneous Book 708,Page 4802,as further amended by a Fourteenth Amendment to Declaration,dated November 4,2004,and recorded November 9,2004,in Miscellaneous Book 712,Page 4656, and as further amended by a Fifteenth Amendment to Declaration,dated December 2004, and recorded on in Miscel],ancoua Book page_ BEING and designated in such Declaration as Unit/Lot No. 196,which said Unit is mom fully described in said Declaration and is shown on the Declamtion Plan recorded in Right-of-Way Plan Book 11, Page 112,as amended by First Amendment to Declaration Plan recorded in Right-of-Way Plan Book 12,Page 6,as further amended by Second Amendment to Declaration Plan,recorded in Right-of-Way Plan Book 12,Page 39,an Anther amended by,Third Amend- ment to Declaration Plan,recorded in Right-of-Way Plan Book 12,Page 66,as further amended by a Fourth Amendment to Declaration,recorded in Right-of-Way Plan Book 12, Page 85,as further amended by a Fifth Amendment to Declaration Plan,recorded in Right-of- Way Plan Book 12,Page 102,as further amended by a Sixth Amendment to Declaration Plan, recorded in Right-of-Way Plan Book 12,Page 109.as further amended by a Seventh Amend- ment to Declaration Plan,recorded in Right-of-Way Plan Book 12,Page 121,as further amended by an Eighth Amendment to Declaration Man,recorded in Right-of-Way Plan Book 12,Page 143,as further amended by a Ninth Amendment to Declaration Plan,recorded in Right-of-Way Plan Book 13,Page 27,as farther amended by a Tenth Amendment to Declaration Plan,recorded in Right-of-Way Plan Book 13,Pap 42,aft further amended by an Eleventh Amendment to Declaration Plan,recorded in Right-of-Way Plen Book 13,Page 50,as further amended by a Twelfth Amendment and Thirteenth Amendment to Declaration Plan. recorded in Right-of-Way Plan Book 13,Page 6 1,as further amended by a Fourteenth Amend- ment to Declaration Plan, recorded in Right-of-Way Plan Book 13,Page 79. BEING known and numbered as 4745 Augusta Drive,Mechanicsburg,Pennoylvauia. BEING THE SAME PREMISESwhich JIMJAM.LLP,a Pennsylvania limited liability partnership,James E. Grandon,Jr. and Jean Grandon,his wife,by Deed dated January 2 1, 2005,and recorded May 26,2005.in the Office of the Recorder of Deed*in and for Cumber- land County,Pennsylvania,in Deed Book 269,Page 193,granted and conveyed unto Jim Miller Custom Builder, Inc.,Grantor herein. buoy 275 FACE M Client: Kevin Tucker File No.: 0912-19Tuck-S Property Address'4745 Augusta Drive Case No.: City: Mechanicsburg State: PA Zip: 17050 a - i` 10 0684886 Commonwealth orPennkylvania De partmuttt orstate r 4 Bureau of Prufi:s�stanal and Occupational Affairs PQ 114x 200)llarrishurg PA 17104-2649 C:ertfficale'I"y-pe Certificate Status Certified Residential Appraiser Active �I Initial Certification Date 0711712000 +s' LINDA OARLENE WtLLIAMS Certificate Po BOX 127 Number 600 N 5th Street NEWPORT PA 17074 111.0034061, Expiration Date 06130/2013 PA REV-1500 SCHEDULE B STOCKS and BONDS rn w co o of) 40 th N O e� v.. O M N 40 ti n° N m m N •• N O CV h` d � � Q ° o r N cc n: 0 . U 4 re cc c O Y a Po U co d v, w r. N tQ NVjiZ qrrp U u LL ao O IV Lu W U a CL N mutt ti ila'BPI al Ji11I.-M o s �9g- g 'if st t � ro � -tat � Ac i PA REV-1500 SCHEDULE E CASH, BANK DEPOSITS & MISCELLANEOUS PERSONAL PROPERTY Hi Kevin I received the date of death balances this morning that you requested. Please let me know if you need anything further. Marcie McCardell Relationship Banker M & T Bank Carlisle Pike Branch NMLS 480713 -----Original Message----- From: Mercer, Valarie On Behalf Of DATE OF DEATH REQUESTS Sent: Tuesday, August 14, 2012 10: 14 AM To: Mccardell, Marcie Subject: RE: prod - Date of Death Request M Ac n Jc cc S SC 1'1 _ e Per your request, please find the Date of Death Values ! Account Number Balance Accrued Interest Total 1. 9841943591 8495. 99 . 06 8496.05 2. 9858572788 121.71 . 01 121.72 3. 15004224907319 66242. 14 .72 66242. 86 4 . 15004218977310 51042. 91 8.56 51051. 47 Safe Deposit Box #027- Location - Carlisle Pike- Open- 06-22-2006- Owner - Robert Louis Tucker. Let me know if there's anything else you need Thanks V Mercer -----Original Message----- From: Mccardell, Marcie Sent: Thursday, August 09, 2012 12:41 PM To: DATE OF DEATH REQUESTS Cc: Mccardell, Marcie Subject: prod - Date of Death Request Account Information Date of death: 07/13/2012 Account Number: 9841943591 Product Type: Deposit Account Account Number: 9858572788 Product Type: Deposit Account Account Number: 15004218977310 Product Type: Deposit Account Account Number: 15004224907319 Product Type: Deposit Account Additional Information thank you 2 Request Details Deliver to: Requestor Delivery Options: E-mail Delivery Details: ebrnmm3 This email may contain privileged and/or confidential information that is intended solely for the use of the addressee. If you are not the intended recipient or entity, you are strictly prohibited from disclosing, copying, distributing or using any of the information contained in the transmission. If you received this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This communication may contain nonpublic personal information about consumers subject to the restrictions of the Gramm-Leach-Bliley Act and the Sarbanes-Oxley Act. You may not directly or indirectly reuse or disclose such information for any purpose other than to provide the services for which you are receiving the information. There are risks associated with the use of electronic transmission. The sender of this information does not control the method of transmittal or service providers and assumes no duty or obligation for the security, receipt, or third party interception of this transmission. 3 Your Blue Book,@ Value - 535i xDrive Sedan 4D Trade-In Value Private Party Value when trading in at a dealership when se 11 ing the c?,r yo�j rself $44,967 Shop for your next car Very Good(J $43,967 Goodft Instant Trade-In Offer $42,667 Autarrader, $39,267 Sell your current car plactr- an aid Values validLintil �@_R Be the flrst to know 08/30/2012 k�J when values change 'rj (updatec weekly) Your Blue Book@Value cj Grand Touring Convertible 2D this -a r I@ Mileage- 14700 a Trade-In Value Private Party Value when trading in at a dealership vvhen selling the car yourself ExcellentO $19,002 Shop for your next car Very Good(j $18F502 Goodf) Instant Trade-In Offer get die offer 01 $18r052 Autorrader,,, Fairo $16F602 Sell your current car pl,,gce ari ad Values valid until f@_A Be the first to know follcrv.� tIN'S 11-C-111" 08/30/20,12 Q6 when values change PA REV-1500 SCHEDULE G INTER-VIVOS TRANSFERS and MISCELLANEOUS NON-PROBATE PROPERTY T co G °° O' O 8 A v.. O T Q� a N a°' M C cb d v v5 Cv Ci M tii N N T N M- a m n *t d l+� d ' W �' o � to Q cc ° +n F C L 4 F- a z o ago +0 H M ,Q {J m° o x U y ? J ��► to R co WLu 07 x uj��rr �W tzZ� O _ C N OS � c 0 Y U e . ol o v rs to LL "' ad rn `o h m CV � � m ti Ci M N _N O CY 00 z Liz w N � N w ` � a O " q O w w Gl w Ifs p !w w iL pp h o q H 2 4 cc C7 g O tr INC IL W �Q a O L ZO G Q� n,p Q..► Q 1" a � a0WZ �g Q tjhg �F- ,� ��v it 3 0 w R' "' a 9* m �n NO all 4 r- a Y M Le) M T � N T CVO h. tV N � - O N R co Q g d (0 O) m �N o O tD co Cd ri d C OS F ai M M ev too N t) m N � F N O t�! vtl3 h tS �„ h O � N M rT. m t F OD ar Ix Or uj N O F q� iti" o jZ� 02 tofu bU O pcl ���Ar U p U W d 8 .W Q it s ,� W z�'Z a a � C °� ,� O h C y m J h LtJ Y U e O co Q J � T U n� O 32 I.L H m! G$ O M l+) CO rp yq �M N N A T C N N aa IA 23E ` v� O O O c �. o N C6 .V o CL o M u.� n a �co 'C E.q� A10c— O Of N N _ `• r r A a v *t a U. P e to U. Ell LL uj co �LU UJ ` tea? t jig Ir co CL W - � -' w c� t o 5 �' o CM LO w a^p ^ N O 47 N ^ w N I*- O e�- OS d 4 Lim CO 46 O o ^ � w ro «i w a N o � � o � l� q� co �i 0 g cc Mai LU C ° a aI ' � i �O W� �2 p LU a � r j IN.6 ca w Inc Y j ' CL a° J �T u CIV Cc umj`4 i�p`r lot 'Upti, `M ry W o " JAP Jq j g .3 a�s Qi tp C � ro 1b6 fit figs 7!1 z ml'q 111 ri 'D a Ile �P a PA REV-1500 SCHEDULE H FUNERAL EXPENSES and ADMINISTRATIVE COSTS tin t10 0 to 4) c 0 E w (U w < co tw r- to 0 Ul o kA kn Ln M 5. 0 m m m = S Q) 4) 0 M CL 0 in w < CL m D 41 co S E (U 41 0 > 41 41 41 c m Ln w 0 uvf U ° — _0 c c cu T C: w w a 'A " m W W W cc cc: 0 0 w to on cu m CU m m m Je .14 -C CL a 41 U. 0 0 0 0 0 0 0 W m 0 0 0 0 0 CL U- LL 0 CL m CL V-4 cn t- CD rn rq m %D ."r evi 00 M cfi h rn 'IT M rl N Ln CO C*4 .1pa Ln o r-- 06 en r') %6 C r, C'4 tD rn Ln r-I C*4 tn 0 E rq Cj tD rj 00 00 00 w w V-4 00 H 0 E o 0 00 0 U 00 CP r4 wj ri H r-4 x q 0 >. U m m u u u m U m %A u 0 0. u u u u N rN C14 N r,4 r4 r*4 r-4 N (14 N N C-4 ri r-i r4 H H r-4 H H �4 r-4 -4 r-I r-4 V-4 0 C) c 0 c 0 0 C) C) 0 0 0 C14 N r4 r4 C14 r*4 N N N N N N r-4 H V--1 r-4 m m < r*j h 00 V4 LF) M M --- (Y) H I- r-4 rn 00 00 00 4.0 00 00 00 00 00 00 00 r- 00 CF) m 00 O m Mark, Below are the various house payments and expenses since Robert's death. Please let me know if you need any further detail. Thanks, Kevin Home Appraisal:325.0 Grandon Farms Homeowners'Assn: 1323.0 Truck Rentals(2)113.22 and 149.77 Property Tax:2572.24 Insurance:607.77 /Water: 210.27 Gas:391.17 Electricity:755.09 House phone:594.44 Sewer/trash:310.10 Y File No.0912-19Tuck-S '"'•.••,"INVOICE.•`••""•• File Number:0912-19Tuck-S Invoice# Order Date Reference/Case# PO Number 4745 Augusta Drive Mechanicsburg,PA 17050 $ 325,00 Invoice Total $ 325.00 State Sales Tax @ $ 0.00 Deposit ($ ) Deposit ($ } Amount Due $ 325.00 Terms: Please Make Check Payable To: Linda D.Williams PO Box 123 Newport,PA 17074 Fed.I.D.#: THANK YOU END OF ATTACHMENTS �*� LAW OFFICES OF MATES, HALBRUNER, HATCH & GUISE, P.C. 1013 MUMMA ROAD-SUITE 100-LEMOYNE, PENNSYLVANIA 17043 (717)731-9600-FAX: (717)731-9627 LOWELL R.GATES,LL.M. CORRESPONDENCE ADDRESS: BRANCH OFFICE: LL.M.in Taxation Lemoyne Office 3 WEST MONUMENT SQUARE,SUITE 304 MARK E.HALBRUNER LEWISTOWN,PA 17044 CRAIG A.HATCH,CELA WEB SITE: (717)248-6909 Certified as an Elder Law Attorney by www.GatesLawFirm.com the National Elder Law Foundation STACEY L.NACE CLIFTON R.GUISE Paralegal/Office Manager Also Admitted to practice before The TRACI L.SEPKOVIC U.S.Patent&Trademark Office Paralegal TRACI L.NILFERDING Paralegal April 22, 2013 .�, ' a -�v- , Cumberland County Courthouse ,`� ' Office of the Register of Wills )may. :XI - =C; One Courthouse Square C: -TI Carlisle, PA 17013 -> mot: ,22 c. F r I RE: Estate of Robert L, Tucker C> y, ct-> c a c.n File No. 21-12-4856 Dear Register of Wills: Enclosed for filing are the Pennsylvania inheritance tax return(in duplicate) and Inventory for the Estate of Robert L. Tucker. Please time-stamp the additional photocopy of each document and return them to our office in the enclosed envelope. Please notify Attorney Mark E. Halbruner or me if you need any additional information to process this filing. Thank you for your assistance in this matter. Sincerely, Traci L. Sepkovic Paralegal Enclosures cc: Kevin S. Tucker, Executor LAW OFFICES OF GATES, HALBRUNER, HATCH & GUISE, P.C. 1013 MUMMA ROAD-SUITE 100-LEMOYNE, PENNSYLVANIA 17043 (717)731-9600- FAX:(717)731-9627 LOWELL R.GATES,LL.M. CORRESPONDENCE ADDRESS: BRANCH OFFICE: LL.M.in Taxation Lemoyne Office 3 WEST MONUMENT SQUARE,SUITE 304 MARK E.HALBRUNER LEWISTOWN,PA 17044 CRAIG A.HATCH,CELA WEB SITE: (717)248-6909 Certified as an Elder Law Attorney by www.GatesLawFirm.com the National Elder Law Foundation STACEY L.NACE CLIFTON R.GUISE Paralegal/Office Manager Also Admitted to practice before the TRACI L.SEPKOVIC U.S.Patent&Trademark Office Paralegal TRACI L.HILFERDING Paralegal April 23, 2013 m n Cumberland County Courthouse " r' rU ,..., -'sf Office of the Register of Wills _ cis Attn: Chris n _71 -M -,-I One Courthouse Square Carlisle, PA 17013 cil -n RE: Estate of Robert L. Tucker File No. 21-12-0856 Dear Chris: Enclosed is a check in the amount of$180.00 as payment of the filing and additional probate fees owed for the Estate of Robert L. Tucker. Thank you for your assistance in this matter. Sincerely, �C7 --- Traci L. Sepkovic Paralegal Enclosures cc: Kevin S. Tucker, Executor y tit ¢> � © G� oo M h �o C') -� tp a q vii cn C> C3 -n N to 0. O w °r Cl a xy W T" m r= z ;o o ro a v'0 " � m ro � m c � c � I U) z r HALER 0 a a bA z ,n r� Cl) 3 r� Cil ° Id w US POSTAGE