HomeMy WebLinkAbout05-20-13 J 1505611185
REV-1500 EX(02-11)(FI)
OFFICIAL USE ONLY
PA Department of Revenue
Buraeu of IndiWduel Taxas County Coda Veer Fila Number
PO BOX 280601 INHERITANCE TAX RETURN 21 12 1202
Harrisburg,PA 17128-0801 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Dealh MMDDYYYY Date of Birth MMDDVYYY
11042012 04231934
Decedent's Last Name Suffix Decedent's First Name M I
MOREFIELD JOHN A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
MOREFIELD MARY ANNE
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BO%ES BELOW
� 1. Original Return � 2. Supplemental Return � 3. Remainder Return(Date of Death
Prrorto 12-13-82)
� 4. Limited Eslate ❑ 4a. FuW re Interest Compromise(date of � 5. Federal Estate Tax Retum Required
death after 12-12-82)
� 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust � 8. 7otal Number of Safe Deposit Bozes
(Attach Copy of Wilq (Attach Copy of Trust.)
❑ 9. Litigation Proceeds Received ❑ 10. Spousal Poverry Credit(Date of Death ❑ 11. Election to Tax untler Sec.91 t3(A)
Between 12-31-91 and 1-1-95) (Adach Schedule 0)
CORRESPONDENT- THIS$ECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TA%INFORMA�I9H 9HOULD BE@IREGTED TO:
Name Daytime TelephGf�eONumber � � �
STANLEY A . SMITH, ES4UIRE 717-73��23 = � r'
-� � o
Y
REGI R�F V 1�R3 U��HLW—t '
i � �`r[ F'V
' Cri ..._
First Line of Address � �' . f �
-.. :� �'' .,'..�
RHOADS 8 SINON LLP = ,._. -� �_
Second Line of Adtlress '' —� ��
S�> �—' i:� i�
PO BOX 1146 � "
City or PoSt Otfite State ZIP Code DATE FILED
HARRISBURG PA 17108
co�reaPOndenese-ma��address: SSMITHaRHOADS-SINON . COM
Under paneNies ot perlury, I declaro that I have examined this retum,inGuding ecwmpanying schedulas and stetemmts,end to the bnt of my knowledge and 6elief,
it is irue,cormcl and complele.Declerolion o/preperor other than ihe parsonel representetive is basetl on all information ot which preparor has any knovAedOe.
SIGNAiURE OF PERSON RESPONSIBLE FOR FILIN REiURN ATE
X r\oc., Ann�. l"�nrc�� ¢..�� 5 � ��3013
ADDRESS
C/ORHOADS 8 SINON LLP, PO BOX 1146 HARRISBURG, PA 17108
SIGNATURE OF PREPARER OTHER TFlAN E IV DATE
RHOADS 8 SINON LLP R��- c'-(O 'l�
ADDRESS
PO BOX 1146 HARRISBURG, PA 17108
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505611185 OMd84]3000 1505611185 �
\ \N
J 1505611285
REV-1500 EX(FI)
D eaenr Nema MbREFIELD JOHFI A
RECAPITULA7IQN
L Rea1 Estate(Schedu€e A} . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. [�.0 Q
2. Stacks and Bonds(Schetlule B) . . . . . . . . . . . . . . . . . . . . . . . . . z. 2O7,32 5. 9 5
3. Closeiy Heid Corparatian,Partnership or Sole-Pr�xietwship(Scheduie C}, , , , , 3. 0,Q 0
4. Mortgages and Notes Recelvable(Sshedule D) , , , , , , , , , , , , , , , , , 4, �•�0
� 5. Gesh,Bank Deposiis and Misceiianeous Personal Praperty{SchedWe E} , , , , , �. ��]9�t{�Q•�'�
6. Jointly Ownetl Propeny(Schedule F) � Separete Billing Requested , , , , �, Q. ��
7. inter-Vivfls Transfers&Misceilaneaus No�-Probate Preperty
tscnea�ie c> � Separate Biliing Requesied . . . . 7. 2 7 94 7,04?.$6
B. Total Groas Asaets(total Lines 1 lhrough 7) . . . . . . . . . . . . . . . . . . g. 3 i 3I�3,&64 •d8
9. Funerai Expenses and Administrative Costs{ScBedule H}. . . . . . . . . . . . . g, e�2�138 •62
10. Debts of Deoedent, Mortgege Liabilities,and Liens{Schedule q , , , , , , , , , �p. �,,316•�0
t t. Tota�4etluotirms ttatai�ines 9 and 10}, , , , , , , , , , , , , , , , , , , , , ��, Z 3,4 54 .62
12. Net Value of Estete(Line 8 minus Llne N} , , , , , , , , , , , , , , , , , , �q 3 ry 3 t}�,4 C19�46
13. Charitabie and Gavernmantai BequeststSec 9113 Trusts for which
an eiection ro tax has not been made(Schedu�e d), , , , , , , , , , , , , , , , ��. 2�4 36,2 4 6• 32
14. Net Value 3ubject to Tax{Line 12 minus Cine 13} , , , , � � , , , , , , , , , �q, �O�f i 163�14
TAX CALCULATION-SEE INS7RUQTIONS POR APPLICABLE RATE8
15. Amount of l.ine 14 ta�nble
at the spousal tax rate,or
transfers un�er Sec.9118
ta)t�.z>x.oS� 287,322•26 �s. 0•�0
16. Amount of Line 14 t uable
atunea�ratex.o4� 616�840•88 ts. 27�757.84
1 Z Amount ai I.Ine 14 te�Ie
atsiblingra�eX.12 0,�� �� � .jjp
18. Amount of Lioe t4 taxa4le
at collateral rate X.75 0�00 18. 0���
19. TAXDUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
27,757 . 84
20. FILL IN THE BOX IF YOU ARE REGIUESTING A REFUND dF AN DVERPAYMENT ❑
Slde 2
L 15[15611285 1505611285 �
Obi48-0B 3.Ofl6
REV-t500 Ex(Fp Page 9 File Number
DecedenYs Com lete AQdress: 21 12 1202
DfCEDENTS NAME
STREETADDRESS
CITY S7pTE ZIP
Tax Payments and Credits:
�. Taxo�e{P�ezu�e�s> t�) 27,757.84
2. Cratlits7Payments
A. PriorPayments 26ti 364 •22
B, piscnunt 1�387•59
Taa�c«a�ts�r,+e 7 �zy 27,7 51.81
3. Interest
(3) Q�00
4. if�Ine 2 is greater than I.ine 1+���y 3,��{�g�ry((��.'mis is the 4YERPAYMENT.
Fill in box on Page Y, Line 20 to request e refund, i4) ����
5. if Line� +line 3 is greater th�Line 2,enfer the difference.This is tha TAX DUE. (5} 6.0�
Make check payable to: REGIST'ER OF WI��S, AGENT.
PtEASE ANSWER TNE fO1.LOWMi�a QUES710NS BY PI,AGING AN"X"IN THE APPROPRIATE Bl4CKS
i. Diddecedentmakeatransferand: Yes No
a. retain the use or income of the property transferrad . . . . . . . . . . . . . . . . . . . . . . . . x❑ ❑
C. retain the right to tlesignate who sha�i uae the property transferred or fts ina�me . . . . . . . . . .
c. retain a reversianary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
d. receive the promise for life of either payments,benefits or cgra9 . . . . . . . . . . . . . . . . . . ❑ �
2. If death occurretl after Dec. 12, 7982,did decedent transter property within one year of death
without receiving adequate consid�a6on? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : ❑� �
3. Ditl tlecedent own an"in trust for"or payable-upon-death bank atcount w 58CUfity at his ar her death?
4. Did decedent own an individual retirement account,annuity, or ather non•probate property,which
contai�s a Oeneficiary de.si�atian? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � ❑
' IF THE ANSWER TO ANY OF THE ABOVE �UESTI4NS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A9 PART OF THE RETURN.
For d2tes of tleath on or after July i,�994, sntl before Jan. t, 7995,the tax rste imposed on the net vaiue af transfers to or for the use oi ihe surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)J.
Fcr dates of �eath pn or after Jan. t, t995, the tax rgte imposad an ttie net value ot tr�sfers to or far the usa af the surviving spouse is 4 peraent
{72 P.S.Q9118 {a){1.1){ii}].The atatute does not e�ntpt a transfer to a surviving spa»se from tax,and the statutay�equire�nents fa discbsure of�s and
filing a tax reWrn are stili appiipeble even if the surviving spouse is the oniy beneficiary.
For dates of tleath on or after July 1,2000:
+ The tax rate imposed on the net value of ttansf�s fram a tleceased chiid 2i yeas af age or y4unger ai death to or for#he use of a natursi parent, an
adoptive parent or a stepparent of the chiid is d percent[72 P.S.§9116{a)(i.2)j.
• The tex ra[e imposed on the net value of transfers to or for the use of the tlecedenPS 1in891 beneficiari9S is 4.5 perc9nt,except as notetl in�72 P.S.§9118(a)(7)j.
• The taz rate imposetl on the net vaiue of trarrsfers to ar for the use of the decetleni's siblings is 12 percent(72 P.S.§9t1&{a}(1.3)]. A sibiing is detinetl,
u�tler Section 9i 02,as an intlividuai who has at ieast one parent in common with the decedent,whethsr by btood or adoption.
OM46ii 2.6W
AEV-150.�EX�(at2)
pennsylvania SCHEDULE B
DEPARlTAENT OF REVENUE
INHERftRNCETAX RETURN STOCKS t� BONDS
RES�ENT DECEDENT
ESTATE OP FILE NUMBER
John A Morefield 21 12 1202
Aii praperty Jointty owned with rigM M survWaahip must ka d�cbsed o�Scheduie F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DENTH
�. 8,766.625 Shares �
Vangusrd Balanced 2ndex E'und Admiral 3hares 207,325.95
�
�
� �
�
�
�
TOTAL (Also enter on Line 2,Recapituladon) E 207,325. 95
zwasse 2.00o It more apace is neetled,insert adtlitional sheats of the Seme size
REV-1508 EX�(�312)
pennsylvania SCHEDULE E
��nraF aeveNUe CASH, BANK DEPOSITS 8 MISC.
a�oREr�rr"oEC o NT"'�" PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
3ohn A Marefield 21 12 1262
Inciuda the proceeds ot litigation and tha tlete Ma O�tls were rcuuved by the estate.
All ro ert ointl owned with rf ht o(aurvivonhl must be disaloaed on Sehedule F.
ITEM VAIUE AT DATE
NUMBER tJESCRif+'flpN dF DFAT#i
1. Suaquehanna CAN30qQ044787 61,31p.05
Intar+ast accrued ta 11/4/2012 107.60
2 Suaquehanna CD#300p154008 33,922.53
Interest acarued to 11/4/2012 47.84
3 2401 Toyota Avalon
Valu�d per Kelley Blue Boak 4,782.00
A Wells Fargo CB #24?402093A21944 ( 31,853.$2
Int�rest acarued to 11/4/2012 20.25
5 We218 FarqO CD #24?A42Q43552$Q9 22,4fi9.56
Intsrest acorued to 21J4J2d12 8.74
6 Wells Fargo CD #24746243Tq1A78 16,167.26
Znterest aocrued tp SSj4/2012 11.54
7 Wella Fargo CD N247402093849652 24,460.91
Interest acarued to 11fAj2012 16.8d
8 Wells Fargo CD #247602093870554 24,275.03
Interest accrued to S1f4J2p12 16.24
�
TOTAL(Also enter on line 5,Recapitulatipn) 5 209�490.27
pyyqgqp Z,Qdp It moro apace ia needqd,uae edddianel aheata W pppx o(the sama size,
Rev-,s�aex.coe.os� $CHEDULE G
pennsylvania
oe�aarnner,RO�RSVeNUe INTER-VIVOSTRANSFERSAND
iNr+ERirawceTnxrteru�ru i MISC. NdN-PROBATE PROPERTY i
RESIbENT DECEDENT
ESTATE OF FILE NUMBER
John A Marefield 21 12 1242
This schedule mus[be compieted anq filed if the answer to any of questipns 1 [hrough A on page three of the REV-1500 is yes.
~ DESCRIPTIpN OF PROPERTY —
ITEM irrx�.oEr�PwnecFr�mA.rr,FEUEer�Rae�.a.�crvs�PtoceceeEUinn9 DATEOFDEATH %OFDECLYS EXGLUSION YT—TAY.ABLE
NUPABE *.Ew*EC=*sur�Fannr.:4A�+�a=r.rocEOFwxreea,.�is*are VFLUEdFASSET IMEREST iFa?vucae.s ( VAIUE
�� Susquehanna CD#3000048728� ITF
Mary Anne Morefield 41,940.60 100.0000 0. 00 41,940. 60
Intarest accrued to 11J4f2012 73.6D 1Q0.0000 ?3,64
2 Susquehanna Cn#3000057814, ITF
Mary Anne Morefield 40,200.07 ' 100.00QQ 4.40 40,246.07
Interest accrued to 11J4j2012 $5.OI 200.0060 95.01
3 Susquehanna CD#30001A04�Q, ITF
Mary Anne More£ie2d 33,18A.43 � 104.Ob4Q O.QO 33,i64.43
Interest acarued to 11JA/2012 34.85 100.000p 34.85
6 Susguehanna CD#36Q0152713, ZTF
Mary Anne Morefield 31�$73.22 100.0000 O.pO 31,873.22
interest accrued to 11/4/2p12 23. 65 100.0000 23, 65
5 Susquehanna CD#300p15A029, ITF
Mary Anne Morefield 53,003. 95 100. 0000 0.00 53,003. 95
Interest accrued tp 11/4/2012 74.76 100.0000 7A.76
�
6 &usquehanna CD#3000154939, ITF
Mary Anne Morefield 33,282. 68 Sq0. 0000 0.00 33,282. 68
Interest aocrued to 11�4/2Q12 64.23 100.0000 64.23
7 Morefield Communications, Inc. ,
retirement plan (Vanguard) .
Benefioiary: Spouse, Mary Anne (
Morefield. 48,689.21 100. 00p0 0. 40 48,689.21
Valued per 6/30/2012 statement
attaahed. �
8 The John Morefield, Jr. ,
Revocable Srust under Agreement
dated May 11, 2046, as amended
by dooument dated June 5, 2006,
Hryn Mawr Trust Company,
sucaessor to Hershey Trust
Company, Trustee. Copy of
Trust Agreement and listing of
assets is attached. 2,697,656.71 100.000Q Q.04 2,547,fi6fi.71
,
�� Total from continuation �ched les . . �. . . . . . . 16,640.89
TOTAL iAiso enter on iine 7,ReC2pitulallon)$ 2�g,q�,047, 86
If more spaca Is neetletl,use edtlitional aheels of paper of the same xixe.
9W96Af 2A06
__
Estate of: John A Morefield 21 12 12Q2
Sehedule G (Pag�t 2}
Item L}flD Value Taxable
Na. Description of Asaet 'k Inter�st Exclusion Valun
9 Vaxzguard IRA Acet. #09954029112.
Seneficiaries: Children: John
David Morefield, Elizabsth
Morefield Schoepke and James
Frmderick Morefield, in aqual
sharea. 16,640.89 500.0000 0.00 18,Bd0.H9
Valued per atCached achedule.
10 The Sohn A. More£ieSd, Jr. ,
Amended and Rast�ted Revocable
Trust und�r Agreemant dated Juna
5, P006, as amended by c3ocuments
dated February 18, 2010, Oatober
5, 2011 and OCtober 25, 2012.
This Trust was not funded at
Aecedent's death. Copy of Tru�t
Agreement and Amendmenta are
attached. 0.00 100.0000 0,00 p.00
Total (Carry £orward to main achedule} 16,840.89
REV-1511 E%+{1408)
pennsyivania SCHEDULE H
oeaaaarx�NroF Re�enue FUNERAL EXPENSES AND
���rnucer,v�eeTUar� AQMINtSTRATIVE COSTS
�Nr�oew?
ES7ATE OF FILE NUMBER
Tnhn A Mnr@Fleld 7i, 12 �.2QZ_
Daeede�Ys debts must be reprnted o�Schetlule t.
ITEM
' NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
�_ West Shora Country Club, family dinnar 946.41
Total from continuation achedulea . . . . . . . . . 5,616.41
B, A6MINISTRATNE COStS:
1. Personal Representative Commissions:
Name(s)ot Perso��RaUresenta{iva{s}
Street Address
Ciry � $tate ZIP
Year(s)Commission Paid:
2. � Att4mey Feea: 15,dOd.00
3. Family Exemptfon:(It tlecedent's gddress is not the same as cfatmanfs,attach e�lanatiorr.}
Claimant
5ireet Address
City Stete ZIP
Relatlonship of Claimant to Decedent
4. Probate Fees: 5A3.84
5. AccountantFees:
fi. Tmc Retum Preparer Fces:
7.
1 AAA, title wask £or PA automabile ( 23.04
2 Hennepin County, copy af marriage aertificate � 9.00
TpTAL(Also enter on Line 9,Reca itulation) $ 22 138. 62
sw�enG 2.00o If more space is needed,use additional s�eets M paper of the same size.
Estate o£: Jchn A Morefield 21 12 1202
Schedule H Bart 1 (Page 2)
Stem
No. bescription Amount
2 Susquehanna Chorale, music for memorial seroice 5p0.00
3 Odin Rathnam, music at ;service 20Q.04
4 Timothy Kach, oz�ganiat at aervice 125.00
5 Pastor �len Ludwig, hoaorarium 200.40
6 Trinity Evangelical I,ntheran Church, luncheqn 745.00
7 Gsasge's Flowers, flowera for �ervice 222.60
8 JD More£ieldfSophia"sffamily dinner 360.2A
4 HoPfman FLOth Funeral Home, fr.uxeral eervice� 3,263.57
Total {Carry £orwazd to main schednle} 5,616.41
_
REV4512 E%�(1Y-�B)
pennsylvania SCHEDULE I
�rnen�rvTOF aEVENU� DEBTS OF DECEDENT,
'""�niT''"cET"XRET"R" MORTGAGf UABtLITIES & LIENS
RESIDEM GECEDENT
ESTATE OF FIIE NUMBER
John A Mar�£ield 21 12 1202
Report dabts incurred by the deaedant prior to death tbat remained unpaid at the tlale of death,including unreimbureed medical expenses.
i7EM VALUE AT DATE
hA7Fk6ER DESCRIP7ION OF DEATH
� eethany village, reeerve room for deced�nt 666.00
2 Critical Care Systams, medical bi11 125.40
3 William Doyle, debt owed by Decedent 525.00
TOTAL Also enier on Line 10,Reca kulation S 1 316.00
ewaenn z.000 If more space is neetletl, insert additional sheets oi the same size.
RE�-,�„Ex.`°,_,°, SCHEDULE J
pennsylv8nia
�"�"E"T°"`�EVE"°E BENEFICiARtE5
INHERRANCETAX RETURN
RESiDEMDECEDENi
ESTATE OF: FILE NUM�ER:
Joh A refiel 1 1 2
RELATIONSHlP TO DECEDENT AMOUNT 4R SHARE
NUMBER NAME ANp ADDRESS OF PERSONiS)RECENING PROPERTY Do Not List Trustee�s) OF ESTA7E
1 TAXABLEDISTRIBUTI{)NS(tnCtutleoutti�htspous�distribuUOns�CtrenBfmsunder
Sea 9116(a)(1.2),]
i, Jamea Frederick Morefield
Westtown School
� 975 Weattown Road
West Chester, PA 19382-5700
Genoral Bequeets: 240,006.00
vanguard IRA Acet. #09954029112.
Seneficiazies: Children: John David
Morefield, Elizabeth Morefield
Sahaepke and James Frederiak
Morefield, in equal sharea.
Inventary Value: 5,613.62 San 205,b13.62
I
EMER DOLLAR AAM7t7M5 FOR bISTFi18UT16NS Sti6WN ABOVE ON I.it�S i5 iHROUGH t8 OF REV-1500 Cptt�R SHEE7,AS ApPROFRiATE.
�� NON�TA%A9lEDtSTR48UTiONS
A.SPOUSAL DISTRIBUilON5 UNDER SECT70N 91 i3 F4R WHICH AN ELECTfON T4 TAX IS NpT TAKEN:
�� See Attached
1
B.CHARITA9LEAN6GOVERNMEN7AL pl$7RIBU710NS:
t.
TOTAL OF PART II-ENTER TOTAI NON•TAXABt.E DISTRtOUTtONS ON��NE 13 OF REV-i b04 COUER&HEET. S 2 A 36 2 A 6.32
9W48AI2.040 If more spaca is needetl,use additionel sheets of paper of ihe same size.
Estate of: John A More£isld 22 12 1202
Schedule J Paxt 1 (Paqe 2)
Ztem
Na. Desoription Relatian Amount
2 Elizabeth Morefield Sohoepke
56 Nourae Rod
Halton, MA 42740-1088
Genmral He�queata: 200,000.00
Vanquard ZRA Acot, #49453424112.
Benaficiaries: Children: John Aavid
Moxefield, Elizabeth Mprefield
Schoepka and James Frederiek
Morefield, in equal ahares.
Inventory Value: 5,613.84 Daughter 205,613.64
3 John David Morefield
830 McCormick Road
Mechanicaburg, PA 17055
Gen�ral H�quests: 200,004.00
vangvard IRA Aaet, #d9454029112.
Senra£iciaries: Children: John David
Morefield, Elizabeth Morefielfl
Schaepke �nd James Frederick
Marefield, in equsl sha=es.
Inventory Value: 5,613.62 Son 205,613.62
Eatate of: John A Marefield 21 12 1202
Schedule J Part 1 (Page 3)
Ztem
, Na. bescription Relation Amount
4 Mary Anna 8. Morefield
5291 Cherry Tree Court
Meehanicsburg, PA 17055
2001 ToyoCa Avalan
Valued per Kelley Hlue Book
. Znvantory Val�e: 4,7$2.00
Sumquehanns CDN3000057814, ITS Mary
Anne Morefield
Znventory Value: A0,200.07
Accrued: 95.01
Suequehanna CD#3000140404, ITF t3ary
Anne Morefield
. Inventory Value: 33,18d.A3
Aecrued: 34.&5
Su�quehanna CD#3000152713, ITF Mary
Anne Morefield
Inventory Value: 31,873.22
Accrued: 23. 65
Susquehanna CD#304415G029, ITF Mary
Anne Morefzeld
Invrantory Value: 53,003, 95
Aecrued: 7G.76
susquehanna CD#3000154439, ITF Mary
Ann� Morefield
Eaventory Valne: 33,282.68
Accrued: 64.23
Sumquehanna CD#9Q600d8?2$, ITF Mary
Anne Morefield
Inv�ntory Value: 41,940,60
Acarued: 73.60
Morefield Communications, Ino. ,
retirement plan (Vanguard) .
Beneficiary: 3pouse, Mary Anne
Morefield.
Inventory Value: 48,689.21 Surviving Spause 287,322.26
.
Estate of: John A Morefield 21 12 1202
Schedule J Part 2A (Haqe 1)
2tem
No. Draacriptian Amount
1 Unified Credit Trust f/b/o spnuse,
Macy Anne Morefi+ald 2rA36,2Q6.32
REV-1519EXt(Oi-10) SCHEDULE J I
pennsylvania
DEPPRThIENF tlF REVENUE �{�NEFICIARI ES
it$�RITANCE TA7{ftENRN
RESIDEM pECEDENT
ESTATE QF: FILE NUMBER:
Jahn A Marefield 211 1202
RELATIOMSHIP TO 6ECE6ENf' AMpUNT OR StiARE
NUMBER �1E AND ADDRE5S OF PERSON(S)RECEIVING PROPBRN Do Not List 7rustee(s) OF ESTATE
i TAXABLE QtSTRI8U710N5(InWutle ouvight spousel disMbutiaia and transfers unaer
Sec.st t6{a)t1.z).3
�. James Fraderick More£ield
Wa�ttown School
475 Westtawn Raad
Waat Chester, PA 19382-5700
General H�quests: 200,400.Q4
Vanguard IRA Acat. #09954029112.
� Beneficisries: Children: John David
Morefie2d, Elizabeth More£ield
Schoepke sad Jamea Frederick
Mor�field, in equal sharea.
Inveatory Yalue: 5,613.62 Son 245,613.62
�ENTER COLL0.RAMOUNTS FOR DIS7RIeUf10NS SHOWN A84VE OtJ 1i�515iHROUGH te OF REV•4506 COVER SHEET,AS APPROPRIATE.
j) NON�TAXABLEDISlRt9UT10N5
A.SPOUSAL DIS1RIBlflIONS UNCIER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
� � Ssw attached
1
(
B.CH4ftiTAeLE At�GQVERNh�M%DISTRIBUTION5:
1.
T07AL OF PART 11-ENTER TOTAL NON-Tl�XABLE OI5TRIBUTIONS ON IINE 13 OF REV-7500 COVER SHEET. �3 2,436,24 4.32
sw<eni z.000 If more spaca Is nceded, use atlditipnal sheets at paper of the same size.
Estate a£: John A More£iald 21 12 1202
Schedale J Part 1 (Page 2)
Ztem
No. bascriptian Relation Amount
2 Elizabeth Morefield Schoepka
54 Nourse Rod
Bolton, MA 61740-10$8
General $equests: 200,000.00
Vanguard ZRA Acct. #09454029112.
Henaficiaries: Children: John David
Morefield, Elizabeth Morefield
Sehoepke and James FredeFick
Morefield, in equal shares.
Inventory Value: 5,613. 64 Daughter 205,613. 69
3 John David MorefieSd
830 McCormick Rpad
Meahanicsburg, PA 17055
General Hequests: 200,000.00
Yanguard IRA Acct. N4995G029112.
8eneficiaries: Children: John David
Morefield, Elizabeth Moxefield
3choapke and James Frederick
Mo=e£ield, in equal shmras.
Inventory Value: 5,613.62 3on 205,613.62
Estate of: John A Marefield 21 12 1202
Schedule J Part 1 (Page 3)
Ztem
No. Description Relation Amount
4 Mar.^y Anne Morefield
5291 Cherry Trera Court
Maehanicsburg, PA 17655
20q1 Toyota Avalan
Valued pex Kelley Blue Book
Znventory Value: 9,782.00
Suequehanna CD#3000057814, ZTF Mary
Anne Morafield
Inventory value: 40,20q.07
Aaorued: 95.01
Suaquehanna CD#3404?AOA00, TTF Mary
Anne Morefield
Inventory Value: 33,194.43
Aocrued: 34.85
Suaquehanna CD#3000152713, TTF Mary
Anne Marofield
Inventory Value: 31,873.22
Acarued: 23.65
3u�quehanna CD#3d0015d629, ZTF Mary
Anne Morefield
Inventory Value: 53,003.95
Acarued: ?A.76
Su�quehanna CD#3p00154939, ITF Mary
Anne Morefield
Znventory Value: 33,282.fi8
Acarued: 64.23
Susqushanna CD#30040II$?28, ZTF Mary
Anne Mor�field
Inventory Value: 41,940.60
Acorued: 73.60
Marefield Communications� Inc. ,
retirement plan (Vanguard) .
Bene£iciary: Spouse, Mary Anne
Marefield.
Inventory Value: 48,689.21 Surviving Spouse 287,322.26
Estate of: John A Morefield 21 12 1202
Schedule J Part 2A (Page 1)
Item
No. Description Amount
1 Unified Credit Truat f/b/o apouae,
Mary Anne Morefield 2,G36,246.32
ESTATB OF JOHN A. MORI?FIELD
SSN: 2Q4-28-d691
DC7D: l 1/04/2412
PENNSYLVANTA INHERITANCE TAX RETURN
INDEX TO EXHIBITS
Document Return Fteference
1. Last Will and Testament Page i, Item 6
2. Morefield Communications, Inc. retirement Schedule G, Itern 7
aecount statement dated 6120i2012.
Beneficiary, spouse.
3. Copy af John A. Morefiefd, Jr., Revocable Trust Page i, Itern 7
Agreement, dated May l i, 2006, and Schedule G, Item 8
Amendment, Bryn Mawr Trust Cornpany,
successor to Harshey Trust Company, Trustee,
and valuation of assets.
4, Vanguard IRA Acct. #09954024112, valuation Schedule G, Item 9
of assets.
5. Copy of John A. Morefield, Jr. Amended and Page l, Item 7
Restated Revacable Agreernent af Tnut dated Schedule U, Icem 10
June 5, 2006, and Amendments. This Trust
was not funded at Decedent's death.
%fl48b5 1
� � �
,.�
LAST WII.L ANZ7 TESTAMENT
tJF
JQHN A. MOREFIELD JR.
I, 70HN A.MOREFIE7.D, JR., of Mechanicsburg, Cumberland County,
Pennsylvania,being of sound and dispasing mind and memory,do make, publish and declare this
ta be my Last Wili and Tastament,hereby revoking all Wills and Codicils by rne at any time
pzeviausly made.
I am married to Mary Anne Morefield (hereinafter referzed ta as "My Spouse") and
onr childran are 3ohn David Morefield, Ei'tzabath Morefield Schoepke and James Frederick
Morafield(hereinafter referred to as "my children").
l. BI.JR.IAI.,Lh1STRLJCTIONS. I express the desire that any parts of rny body
which can be used for transplant purposes to aid other living persons shall be sa ased. I wish that
my body then be cremated and the ashes intened as directed by My Spause and if My Spause is
not then living, as may be agreed upon by my chiidren.
2. TANGiBLE PERSONAL PR(?PERTY. I give and bequeath alI of my
household furniture az1d fumishings, automobiles,baoks,pictures,jewelry, china, crystal,
agpliances, silverware, wearing apparel, artScles of household ar personai use or adornment,
colTecfions, ariworks,boats and recraat9onal aquipment and vehicles, camputers {including all
items of hardware and soflware used with ar far my cornputers), together with all policies of
insurance thereon, to My Spouse, if My Spouse survives me. If My Spouse does not survive me,T
Page 1 af 7 Pages
60409�.7
� ' � �
give such articles to my children living at my death in as near3y equal shares as they shall select
under the supervision of my Executor. Any cost of packing and shipping said personaIty to the
beneficiaries, including insurance, shall be paid by my Executor as a generaI administratian cast.
If any such articles cannot be fairly divided or distributed in kind in the opinion of rny Bxecutor,
snch articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate.
3. RESIDtiE. I give, devise and bequeath ali the rest and residue af my
property,real,persanal and mixed,nat disposed of in the preceding portions of this Will, including
all property over which T hold a power of appointment{which powers of appointment T hereby
exercise in favor of my estate), to the then Trustee of"The 7ohn A. Morefield, 7r. Revocabie
Trust" created by original trust agreement dated January i, 1975,which was amanded and restated
on the sazne date as this Will,between me, as 5ettiar, and Mary Anne Morefield and me, as
Trustees, to be heifl, administered and dasposad of under the terms of that Trust as in effect on the
date of my death.
4. SPEN17Tfl:RIF'T PROVISION. No interest in income or principal of my
estata shall be subject to attachsnent, levy or seiznre hy any creditar, spouse, assignee or trustee or
receiver in bankn�ptcy of any bene�ciary of my estate prior ta the beneficiary's actual receipt
thereo£ My Executar shall pay over the net iilcame and the principal to the beneficiaries herein
designated, as their interests rnay appear,without regard fo any attempted anticipation (e�cept as
may be specifically provided herein),pledgin$or assigunent by any beneficiary af my estate and
without regard to any claim thereto or attempted levy, attachment, seizure or other process against
said beneficiary.
Page 2 of 7 Pages
' � �
5. 3tIRVIVAL PRES UMPTI{}I�'S. Any person, other than My Spouse, who
sbail have died at the sama time as I or under such cireumstances that it is difficult or impossible
to determine wha shall have died rrst, shall be deemed to have predeceased me. If My Spouse and
I sha11 have diad at tl�e sazne time ar under such circumstances that it is difficult or impossible to
determine who shall have died first, My Spouse shall be deemed to have survived me.
6. FIDLICIARY PQWERS. In the settlement of my estate,my Bxecutar shail
possess, among athers,the following powers, exercisable without prior court apprnvai,but in all
cases to be exercised for the best interests of the beneficiaries:
(a} To retain any investments I may have at my death sa long as my
Executor may deem it advisable to my estate so to do,including securities owned,
issued or undenuritten hy any corparate Executar or any of its affiliates.
{b} To vary investments, when deemed desirable by the Executor, and to
invest in every kind of property and type of investment, ineiuding securities owned,
issued or undenuritten by any corporate Executor or any of its a£fitiates, or as to
which such Executor or its affiliate acts as investment advisar, as the Executor shall
deezn wise.
(c} In arder to effect a dicision of the principai af my estate ar far any
other purpose,including any final distribution ofrny estate,my Executor is
authorized to make said divasians or distributions of the personalty and realty partiy
or wholly in kind. If such division or distriburion is made in kind, said assets shall
be divided or distribnYed at their respective values on the date or dates of their
division or distribution. In making any diaision ar distribution in kind, my
Executor shall divide or dietribute said assets in a manner whieh will fairly alloeate
any unrealized appreciation among the beneficiaries.
(d) To sell either at public or private saIe and upon sueh terms and
conditions as my Executor may deem advantageous ta my estate, any or all real ar
personal estate or interest fherein owned by my estate severaIky or in conjunctian
with ather persons or acquired aftar my death by my Executor, and to consummate
said sale or sales by sufficient deeds nr other instrurnents to the purchaser or
Page 3 of 7 Pages
. � �
purchasers, conveying a fee sirnple title, free and clear of all trust and withaut
obligation or liability of tha purchaser or purchasers to see to the application of the
purchase monay or to make inquiry into the validity af said sale or sales; also, to
make, execute, acknawledge and deliver any and ali deeds, assignments, optians ar
other writings which may ba necessary or desirable in carrying out any of the
powers conferred upon my Executor in this paragraph or elsewhere ixi this Will.
(e} To mortgage real estate and to make leases of real estate far any
teim.
(f� To borrow money from any party, including my Executor,to pay
indebtedness pf mine ar of my estate, expenses of administration, Death Taxes or
other tases.
{g} Ta pay all costs,expenses,legally anforceable debts, funeral
expenses and charges in connection with the administration o£my estate.
(h} To vate any shares of stock which forrn a part of my estate or trust
and to otherwise exercise all the powers incident ta the ownership af such stock and
ta actively manage and ogerate any incorporated or unincorporated business,
including any joint ventures anfl partnezships, and to incorporate any such
unincorporated business,with all the rights and powers of any owner thereof.
(i) Tn the discretion af my Executar ta unite with any ather awners of
similar�roperty in cairying out any plans for the reorganization of any corporation
or company whase securities form a part of my estate.
(j} Ta assign to and hold in my estate an undivided po�ian of any asset.
(k} To hold invastments in the name of a nominee.
(1) To cornpromise controverszes.
(m} To disclaim,in whole ar in part, any and a113nterests in praperty
awned by me at the time of rny death, including those passing to me by Will,
intestacy, contract,joint ownership, operation of law or otherwise.
{n) To designate ane or more persons or a coTporation to act as uacillary
�duciary in any jurisdiction in which ancillary administration may be necessary,
such ancillary fiduciary to serve without bond or security and to have all the
powers, authorities and discretaons canferred hereunder.
Page 4 af 7 Pages
_
' � �
(o) Ta employ and compensate from income or principal, in the
discretion af my Executox, investment and legal counsel, accountants,brokers and
ather specialists, and,whenever there shall be no corporate Executor in office, a
corporate custodian, and to delegate to investment counsel discretion with respect
to the investment and reinvestrnenf of any ar all of the assefs held hereunder.
7. EXCULPATORY CLAUSES. In the settlement ofmy estate:
(a) My Execufar shail not be personally liable for any loss to my estate
or ta any beneficiary of my estate resulting from an election made in good faith to
clarrn a deduction as an income tax deduction or as an estate tax deducfion.
(b) In valnin�property in rny gross estate for the purposes of any Death
Tax,my Executor shall not be personally liable for any loss to my estate or to any
beneficiary af my estate resulting from my Execntor's decisian made in gaad faith
to use a particutar vaivation date.
8. TAX CL�USE. Except to the extent paid by the Trustee of the Trust
dascribed 'an ITEM 3, all inheritance, estate and similar taxes becoming due by reason of my death,
except any taxes relating to generation skipping transfers impased under Chapter 13 af Snbtitle B
of the Internal Revenue Code, as amended ("Death T�es"),whether such Death Taxes shail be
payable by my estate or by any recipient of any properky, shall be paid by my Executor oixt o£the
property passing nnder ITEM 3 of this Will as an expense and east af administration of my estate;
provided,however, that if any property held an any testamentary or inter vivos trust created by My
5pouse is includable in my estate for purposes of any I?eath Tax,then any Death Tax attributable
to the inclusion of any such properiy in my estata for the purposes of that Death Tax shalT be paid
aut of such property or the recipients of such property; and if such Death Taxes are nevertheless
paid by my Executor,I flirect my Executor ta ahtain raimbursement ar contribution fc�r any such
taxes paid by my Executor. Except to the extent above provided, rny Executor shall have no duty
or obligation to obtain reimbursement for any Death Taxes paad by my Executor, even though paid
Page 5 of 7 Pages
' �, �
with respect to proceeds of insuranca or other property not passing under this Will.
9. CUST4DIAN flF ESTATES. If at any tima any individual unfler the age of
twenty-one shall be entitled to receive any assets free of trust by reason of my death, whether
payable bereunder, by operation of law or otherwise,I appoint rny Executor hereinafter named as
Custodian for such indi��idual wzder the Pennsylvania Unifarm Transfars to Minors Act.
10. EXECUTOR POWERS R.EGARDING BASIS ADJLTSTMENT. I hereby
authorize my E�ecutor in my Executor's sole and absolute discretion ta allocate any adjustmants
to the income tax basis of assets o€my estate to such assets as my Executar desms to be
appropriate. I recognize that this power gives my Executor broad latitude which I wish my
Executar to exercise while takiz�g in#a account such factors as my Bxecutor deems beneficial to all
of the beneficiaries of my estate. My Executor shall not be Iiable for any lass ta my estate or to
any beneficiary of zny estate resulting frarn such allocation made in goad faith.
1 i. EXECITI'OR APPOINTMENT. I herehy appaint My Spouse,NFARY
ANNH MOREFIELD, as Executrix of this Wi1L If for any reason My Spouse should fail or cease
to act,I appoint my sons,Jt}FI�DAVID MOREF�LI} and 3AMES FREL?ERICK MOREFTELD,
as Co-Executors. If for any reason either of them should faiI or cease to act, the other shaIl act or
continue to act with al] the powers�-anted ta zhe two of them. All references in this Will to my
"Executor" shall refer to my originally named Executrix, or ta my successor Co-Execntors or to
my soIe successor Executor, as the case rnay be.
12. WANER O� BdND� FIdUC3AR1'FBES. The Custodian and my
Bxecutor shall quaIify and serve without the duty or ohligation af filing any band or other security.
Page b af 7 Pages
Any corporate fiduciary shall be entitled to compensatior for sei��ices in accordat�c� with the
standard schedule of fees i�1 effect when the seivices are rendered.
'� IN WITNESS WHEREOF, I have set my 11and and sea] to this, m��Last Will and
� Testament, cousistin� of this and the preceding six (6) pages, tliis �7�a day of
:,I
� 1 �J�!n � , �006.
``'; �"U-,,� i ��.:;h/ -�( (SEAL)
� Jo�nn A. :vlorefield,:7r.
,
�'✓
�� Wc, tl�e undersi�ned, hereby certify that tl�e foregoiag Will was si�i�ed, sealed,
, i
�`; published and dcclared by the above-named Testator as and for his Last Will and Testament, in the
z� presence of us, who, at liis request and in lus piesence a�id in the presence of each othec, have
=� l�ereunto set our liands and seals the day and year above written, and we certify that at the time of
;� the execution tl�ereof, the said Testator was of sound aizd disposin�mind and meiliory.
l-
/
3 /�-- , (SEAL) Residin� at�� �� /'� -,nG; � �% J
' �., -_-----�� 1
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(SEAL) Residina at: ��.`i S^ k �J% ,` ,
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,
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Pagc 7 of 7 Pa�es
_, A ,
. . , .- : ��.,'� �°�^e�T�R,;,._ H-�- ., -._, _...�.__,_..
.
CnMMONWEALTH OF PENNSYLVAN:A
SS:
COL'NTY OF DAliPHIlv
We, JOHN A. MOREFIELD, JR., L l' �i ' ���`i �� and
��
/ "I ' 1 ; i �, the Testator and the Witnesses, respectively, whose names are
, ;;
si�nicd to thc foregoing instnunent,having been swom, do hereby declare to t1�e uudersi�ned officer
;;
� that t11c Tcstator, in tl�a presence of the Wi[nesses, sigied said insmmlent as his Last Will and
Testament, that he si��cd voluntarily, tliat each of the witnesses, in the presei�ce oF tl�e Testator and
'�
jof each otl�er, si�ned said Will as a witness and tl�at to the Uest of ilie laiowledge of cach witness,
,
`3 the Testator was at tl�e time of souud mind ai�d under no constraiilt or undue influei2ce.
i
;
-.j ` �i, � �. l.'._v-� iL,.,: /
� / J Im efiel ��r
j `�
/,
�i ness
��'�;�1�-�
� witness
Subscribcd ai�d ack�iowledged before nie by JO�IN A. MOREFIELD, JR., the
Testator, a�1d subscribed �uld swom Yo before u1e by ��iLL�1 �;C _�-���-(i � _and
E� )I���' �� �� . (� 1 � lhe witnesses, on this ��� day of V�(�f��
2006. �--� �
,
, , n
--- ��z.��ti-�1�—� ��������,
��Ot�11�UllI1C
i
�
My Convnission Expiies:
(SEAL)
CONMONW�p�T�{Cr p �
Eiv'NBYLVAt�I,G
Notaria�S�al
�°Mn Seker,N
City pf Harr�bu ��'Public
MY Cmimission �.Dauphin�r,ry
Eapires June 30�2W7
Member,Permsylvania qssedao'on o�Notanea
� �
� Page � � ofi 6
s .�•
� � '•�'•`'� �.��j�
. • • �R�i���Rl.L N
.� M4flBFIELD
communicaiiona �
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�,a. . �aC�»z�"r.r, .Y., '� 6�,0 .. .� ., ., n, . , . .
JOHN A MOREFIELD
5291 CHERRY 7REE GT � ACCOUNT SUMMARY: 04/01l2D12 - D6/3�/2012
MECHANiCSBURC�PA 17D55-871D — � �pREF(ELD COMMUNICATipNS 1NG. RETIREMENT
S�.ViNGS PLAN-094245
TOt81 ACGBIJrtt B81atlCE: �� J �$4&,6$9.2'�
Ye�ur Accoctnt Surt�mary
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�`��� �Fx ; Current Period�_ Year to Date _
��r�li�g�f#�af� _4f �` $50,789.00 ' $45,813 32 $49,20D
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m.,.,�,�.„,�,._ _ '? ...��..__..__�__ —.__ _�
�r1t1��{�T��dahc,� `ku' ' �46,669.21 �48,689.21 '' '
. ".----.- —_ __._..—.___ $3a,806
'Cen include administratNe and i�dividual fees but�ot loan oriyination fees. '�'�-�
$�,a60
zope aao9 2o�a zot� za4z
� . tncludes all cantributions erid rnarkeT activifyJ..__�_.___—.^_�____.
Y4tff�CtV@S�Ri�iStS
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■ 85.7°!o Stock � 30.0°k Stock
■ 14.2°/a Bonds 1/ 65.0% Bonds
S 0.1% Short-Term Reserves 1� 5.0% Short-Term Reserves
'This allocatin�is only a suggestion.
Here fs your arrent asset mix and a madel mlx for someone your age retiring at age 85. {Your model mix w411 change Fo remain��
age-appropriate.) pr, for a model mix based an ypur personal circumstances, take Vanguerd's Investor Questionnaire.
Divetsification is important to sur,cess�ul retirement ptanning. Por more information and other disGosures, see section iabeled
"Addiilonai infarmation"at the end of your statement.$$
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Connect with Vanguard� > BDO-523-1188 > wv�nv.vanguard.com
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Annualized Personal Rate of Return -9.5�3% 12.20% -3.fi0�,
'yaur persona3 pertam3ance is based�at o�ry or;the per€ormance oi�rour im+esiments.�but aiso fhe ttminq and amouni=_of any purctsasss a�redemptian=_.
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4zss,if a,�pli^..atrie. For tlataiis,�isd us orilirre�vr�v.vanguard.00m. � �
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is±ves#menf.A�a�ir,isVation F�s �9.42
7ota1 Endi�rf�fual Ezpenses : ` `: �9;42
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REVOCABLE TRUST AGREEMENT
THIS TRL7ST AG�tEEMENT, is mada this / 7# dap of May, 2006,between John A.
Morefield of Cumberland County, Pennsylvania(hereafter referred to as "the Settlor"), and
Hershey Trust Company, af Hershey, Pennsylvaaia, (I7ereaftar referred to as "the Trustee"}.
1. Trust Prapertv. Tbe SettIor hereby transfers and delivers to the Trustae the
property iistefl on Schedule "A" attached hereto,ta have and to hald tha sazne, and any other
progerty which the Trustee may,pursuant ta any af the pmvisions hereaf,at any lune heseafter
hold or acquire, IN TRUSTa for the uses and purposes and upan the tertns and conditions herein.
2. Dispositive Provisions. 'The Trustee shall hold,manage, invest, and reinvest the
trust assets, and shall coIlect the income thereof and dispose of the net income and principaI as
follows:
(A) During the Iifetime of the SettInr the Trastae shall pay to or for the use of the
Settlor such amounts from the income ar principai of the trust as the Settlar
requests. Any incoma not distzibuted or expended may be accurnulated aad
invested 'an the same man.ner as the principal of the trust estate. Additionally,the
Trustee may pay to the Settlor or apply directly for the use the Settlor, such
amounts fram inca�e or princzpal af the trust as the 3'rustee, in its sole d'zscretian,
shail determine ta be appropriate for his {her) welfaxe, comfortable supporc, aad
maintenance,
VJhenever income ar principal is to be paid to a person under a legal disability, or
to a person not adjudicated incompetent, but who by reason of illness or mental or
physicai disability, in the Trustee's sole opiruon, is unable to properly adnunister
such gayments,payment may be made{a) directly±o such benef ciary; {b}to ttfe
legally appointed guardian or representative of the beneficiazy; (c) tp some near
relative of the beneficiary entrusted wath the caze of the beneficiary, to be appIied
for the sole use of the beneficiary; or(d} directly ta those fiunishing seruices ta
the beneficiary. The xeceipt of any of the foregoing shall be a complete discbazge
1
� �
to the Trustee,which sha11 not ba baunfl to see to the application af any such
payment. The opicuon of ttse Trustee with regazd to ihe disability or capacity af
any beneficiary herevndcr is binding,in the absence of inedical evaluations to the
� contrary, and the Trustee shall nat be heid liable for the exercise of its discretian
in this matter, absant gross negligence.
(B} Upan the Settlor's death, the Tnzstea shall distribute tha remainder of t'�e trust
esfate to the personal reprasentatzve af the decedant, to be disposed of in
accardance witi� his (her) Last Will and Testament or applicable law.
3. Powers. Without regard to any legal restrictions otherwise applicable, the Trustee
and its successors are authorized and empowered in tbeir sale and absolute discretion to exercise
flxe following pa��ers as well zs any ather powers conferred by law:
(A) To retain, whether originally a part of the trust estate or subsequantIy
acquired, and to purchase or othenuise acquire and then retain, any
progerty, whether or nat such properiy is anthorizad for investment undaz
the Penrssylvania Fiduciaries Snvestment Act of 1944 or by other law, all
w'zthaui diversi£catian as to kind and amoun#.
(B} To trancfer, sell, exchange,partition, lease,mortgage,piedge, give optians
upon or atherwise dispose of any properry at any tiine heid by tham, at
pubiic or private sale or otherwisa, for casta or ather consideration ar on
credit, and upon such terms and conditions, with or without sacurity, and
foz such price as it may deternune.
(C} To haId any part of the trust estate in cash or uninvested for any period
deemed advisable.
(D) Ta borrow money for any trixst purpose, creafe a security interest in, or
pledge all or part of the trust estate to secure such borrowing without
incutring any personal liabiLity therefor. -
(E) Ta pay, extend, renew,modify oz comprouise,upan such terms as it may
determine, and upon such evidance as it may deem sufficient any
abiigatior.s ar ciaim, incinding taxes, either in favor of flr against the tr¢st
estate.
(F} To register any securities at any time in its name as Trustee,or in namsnee
registration,w:th ar without indicating the±rust ehasacter of the securities
sa registered.
Z
� �
(G} With respect to any securities held hereunder,to vote upon any proposition
or electian at any meeting af the person or entity issuing such securities,
and to granf graxies, discretionary or otherwisa,to vote at any such
. meeting,ta exercise conversion, subscription or other rights, and to
receive ox hold any new securities issued as a result af any reorganization,
readjustrnent,merger,voting trust, consolidaiiori, excbange or exercise of
conversion, subscription or other rights and generally to take all action
with respeci to any such seeurities as could be taken by ihe absolute owner
thereof.
(H) To make riistributians in oash or in kind, or partiy in each.
(I) To invest in common trust funds, eollective funds, or mutual funds
manage�by the Tntstee.
4. Adciitionat Propertv. The Settlor may at any time traxisfez and deliver to the
Trustee cash, securities and other property to be added to the trust, subject to the Trustee's
acceptance of said asset. All such property shall be held, administered and disposed of by the
Tn�stee in accordance w'sth tha provisions of this Agreement without the execu�an of any iurTher
instrumettt.
S, Accounting bv Trustee. The Trustee s�all provide periodic statements to the
Settlor.Additianally,the Trustea may at any tiru�render an informal account to the Settlor, whose
acceptauce and appraval sha.11 be finai,binding and canclusive upan tiie Settlar, �F'ronoun (his or
her)) parsonal representatives and assigns. The Trustee may also render a judicial account at its
discretion.
6. Pravisians Pertainin¢to the Trustee. IvTO change in r.ame af the Trustee nor any
merger of its corporate powers with another corpozation shati af£ect its appointment or powers
hereunder. The Trustee, ar any of its succassors, may at any time-resign upon thirty days written
notice to the 5etdor. In this agreement,wheneYez reference is made to the Trustee, such refe±�ence
sha11 be deemed to include not only the Trustee expressly named herean, but also any substitutes
and successors at any time acting hereunder, and all rights and powers given in this ab eement to
the Trustee shall be vested in substiTute and snccessor tn�staes,
7. Asnendment and Ravocatian. I?uring tha iifetime af the Settltrr he or she may at
any time, or from tune to time, amend, madify or revoke tkais trust Jn whole or in part.
8. Comroensation of the Trustae. The Trustee shall be entitIed to receive annual
compensation in accardance with its schadule of compensation in effect at the time services aze
renderad.
3
� �
9. Securi .No bond or ather seourity sha11 ba required af the fi�ustee in this or any
other jurisdiciion.
i 0. Situs. This Agreement of Trust has been delivered ta and accepted by th� Trustee
in the Commonwealth of Pennsylvazua and shall be governed in all respects by the laws of said
Commonwealth.
IN WITNESS HEREOF, this Agreement has been executed by the Settlar and the Trustee on
the date f�rs?above written.
WITNESS:
.—� J A MorefieI
��---
ATTEST: HERSi�Y TRUST COMPANY
.
Assistant Secretary a ert K. Rei
Vice President&Trus# Officer
¢
_ .
� �
COMMONWEALTHOPPENNSYLVArTIA }
} SS:
COi.INTY OF }
On the day of May, 2006, before me,the subscriber, a Notary Public in and for the
_Commanwealth and County aforasaid,personally appeared, 7ohn A. Morefield of Cumberland
County,Pennsylvania, Settlor herein, who executed the same intending to be legally bound.
V,'itness my hand and Notarial Seal the day and pear aforesaid.
Notazy Public
COMMdNWEAL'I`Ii OF PENNSYLVANih }
} SS;
COUNTY OF DALTPHIN )
On The day of May, 20Q6, before me, tha subscriber, a Natary Public in and for the
Commanwealth and County aforesaid,personally appeazed,Robert K. Reitzel,known to me ( or
satisfaotoriy proven)to be the Vice President of Hershey Trust Company and authorized to
execute this flacument far the purposes therein contained.
Witness my hand and Notarial �eal the day and year afaresaid. -
Notary•Public
5
�
RHOAI�S "_____„;�,
_�
& SINON LZP
' � ._ . — . '� � Axani9aDeJim¢dml'ourSUacm„ ` � . .
F ff25T .•1:'�1Ei�D'�FE\F TO RE:�"GC.�BLE Tt�T:ST:���E�iE`tT
i
z HERS13E1' TR�;ST CO�IP-+._`�"t'
TF�IS F1RST .:.�IE\�\1�\T TO THE RE`, OC.�.BL� ?i:i�ST �.GFc:E:�i�`�T
� �;i'>l �.i11...:U,�iG71: i3 ;i?2�C �iliu Gi;ll2."`� �,l' .�.1.� �C'"':�':,�.. l�i""i.. _.,. :4�t.,11'.L'1L�.,17 (�t:�2ilt
�c_L"ll"C� iC p5 �4111:] �. 't101"ftlCl�. .l: } 0� �..tI:7J8]'1311�7 I�OL;I::�'. 1"�lai�.l� -'�ii'et (�1.., l�Ti,CI ) 1'.iti
HERSHLl- �l"RUST C0�4PAiti�', c�f C�imbarlar�d C��ui;ty. Pur,?�_�h�a�7i� �:?1e"Tivst�e'.I�
'��"I�rSSEZ'r::
� ��'�'HERE�.�_ �he S�nior and Truste� enrered a �e��ocab;� 7i-�.sr .Av�e�m�nt d�ted
5 `
�
?� ;t1�v ; l. _OG6 (he:cinaf�er th.; "Ttust"j;
� �
�
� l%��?3ERE:AS, Ai2IICL� r� ei tlze �Irust alio�., d the Set:'eo�-t� :�odirv ��r a��.e,1d tl�t
�
Ti-�ist in �.�ritin�_, ti�iiich ti�e Settior herea��i��fercts�o dc.
r
:ti041', Tt-?�R�FOtt�, tlie Sc�i1�; 17°re't�y an?°ads tile R�coc2�ble Trust ?��"eemei:t
da?cd'via� 1 t. "'O:�G �s follo°���s:
] . Para��:� ��i� (B7 of :��27'i�'iE � it ,�c�eiii� c 1. .,� �.;� � :c�lo��ti_n_ �ae�,1
para�rppii �Bj is aade:i i;; its ��iacc:
s
;i ,.,..��
z
,
"(B) Upon the death of the Settlor, a11 of the then remaiiung assets
of the Trust shall be distributed to the then Trustee of The John A. Morefield,
;
Jr. Revocable Trust under original a�n-eement dated 7anuary 1, 197�, which
i
'; A�reement was restated on June �, 2006, now beri�-een John A. Mo;efield,
; Jr., as Settlor, a�id Mary ?,ime Morefield and Tolm A. Morefield, Jr., as
' Trustees, to be 1�eld, admiiustered and disposed of wzder tlie ter,:is of that
�� Trust as in effect on the date of the Settlor's death."
]I�' WITNESS WHEREOF, JOHN A. MOP�EFIELD, as Settlor, has l�ereunto set
his hand and seal to this First Amendment to Revocable Trust A�eement and HERSHEY
TRUST COMPANY has caused this First Amendment to be si�ed by its duly authorized officers
a�7d its corporate seal affixed, all as of this 5 n� day of �;>'� , 2006.
�T ' ' ` SETTLOR:
i
� �
� .:�� � �G�:�e� �-(SEAL)
� �� Jol A. Morefield%
/
ATTEST: TRUSTEE:
HERSHEY TRUST COMPANY
By: � . �
/kst'. Scc .
Title:__�-/ • p• I� w� O-�'E-cLe,�
(SEAL)
- ' -
,_.__ -- - .__ . ti;
-�'
CORZi�iQ2�+WEALTH OF PE��S�'LVANIr1 )
) SS:
�
COUNTY OP DAUPHIN )
! ��,
' On d7is, C1ia � day of `"-��;t.���L.. , 2006, Before me, tl7e undersi�ed
� �
3 officer, personally appeared JOHN A. 1VIOREFIELD, knov✓n to me (or satisfactozily proven) to
;
i
! be tl�e pe:son whose iza�nes 2te subscribed to ille within instrument, and acknowledged Tllat he
executed the same zor fl7e purposes therein contained.
I.N WTTNESS t?�'HEREdF, I hereunto set my tzand and oiiicial seal.
;`�~� ,���
--;=G��,,._,;__ �L:.IC--t%�'�.
�' Notary Public
�J
My Commission Bxplres:
(S�AL}
C7MZ✓iONWEALTH OP PENNSYLVANIA
Notarial Sea! ��
Jo Ann Seker,Naary Public
Clty Of Harrisburg,Dauphin County
My Commission Ezpi2s June 30,2007
Member,Pennsytvania Psscciatic�flf Notaries
COMMONWEALTH OF PENNSYLVANIA )
' ) SS:
COUNTY OF )
� On tivs, the�day of ,2006, before me, the
�� /
undersi��ed, officer, personally appeared Lt' , who acknowledQed
himselb'herself to be flie VI,CP ,AQdd�i�it f� �" . of HERSHEY TRliST C0�4PA1vY, a trust
company, and that he/she as such officer, being authorized to do so, executed the foregoin�
, Ageement for the puiposes therein contained Uy si�in�the same on behalf of the corporation by
' himself/herself as such officer.
II�I WITNESS WHEREOF, I hereunto set my ha�id and official seal.
�=UU/�if �' 1����_
Notary Publi
My Coirunission Expires:
(SEAL,)
COMMONINEALTH OF PENNSYLVANIq
Nolarial Seal
Sherry A.Cnapm-e.r�,No;ary?ublic
Derry Twp.,p�,;pnin Counry
My Commission Expires Mzr.30,2010
Memter,Pennsylvania Associalion of No(aries
a . �. _
� �70HIi MORBFIBLD TUA
, � DATB OF BSAPR SSj9112
DBtn bf Death: 11/OiJ7612 � � BSCBte aft JOHN 7�:}R$FZBLD
Valuation Dneae i1j0912412 ACCOUnt: 000005010tl091S3
Proceaeing Data: 11/07/a012 fteport Typt: Date of Depth
Htunbez of 8ecuritiw: 94
P31e ip: BVI 701211p9 5030009J.S3
Shnrea 6ecurity Meen and/or Div and Int 8acurity
or Pas Deectiptian HighjRsk LwjP38 AdjuskmenCS Accruals Valve
--'--
i} 25356.8i ELACStROCK LZQUSDITY FDS 4Q4�48U917) N/A
MUNIFUNDS TN&T
Mutual Fund Sas queted by NASDAQI
'NO priping intoxmatSon
2J 2590Q ALTOOtA PA SOZ1789EM9} �
Financial Timea SntexacCive Oata ..
D1D; 43(25J39q9 Knt: 09(01/1018 3.3t
].1/D2J2012 103.81906 Mkt
zitoslaoiz 203.81440 Mkt
103.81650tl �5,454.13
rnt: av/oitaoiz eo u/oa{aoza i�a.3s
3j 250b6 CONNBLL�3VILL% pA ARSA SCH DSBT (207884AID5)
Financlal Timea Iuteractive Data •
DTD: OS/O3/20pB Mat: 1IJ15J201b 3.6# ' "
17f03(2012 � 102.3990U Mkt �
ii/os/sai2 xOR.34300 Mkt
� 202.395000 25,599.00
xne: os/is/aoi2 cc ii/os/aaxa �yo,��
4) 25000 CONRAD 146198R TRBA 8CH DIBT PA (II09356�7L0) �
Piaancixl Timw6 interactiva Data '
DTD: 03(02f2008 Mkt: OS/15/2415 3.125}
11JU2/203a 306.93{DO Mkt
11(OSJ201? 145.324pQ Mkk .
306.73156p 26,582.68
mt: as/ss/aaiz co ii/aa)zaxz 3es.as
5) 56000 DELAWARB VALL$Y PA SC9i DZST (24fi58bR8fi} �
Financial Timca It�teractive Data � �
nxn: iz/is/aoa� nac: ii/x5laoia at
ailaa(aoiz xoo.oeauo �vcs
ii/qslsnia zoo.o�aoo nu�t
ioa.o7sooa 50,a�s.on
zne: os/is/2oiz eo ii(oa/aoi2 y3¢,Qq
6} 250tl0 BABTTONN TqP PA (177819CT3)
Binancial Timee Intaractive DaGa
D2D: 93/24/2U14 Mat: �8/OSf2415 2.5t �
11J02/2012 � 303.49500 idlct
SSJOSj2912 143.A}109 OACt
103.483000 25,866.75
xnt: osloi)aaiz ea iitoalzoiz iss.ac
7) 56088 BVSRSTT PA AREft $CH pSBT (29486#T88)
Financlal Timee Inte�^actl.ve Data
mv: orllx/zoxz nac: ovls.s/znis at
u/aa/zoiz 102,42840 Mkt
xi/as/2oia 10�.91'706 Idkt
ma.a�^rsoo si,si3.as
zne: os/is/2oxa ea iz/oa/aoLS 136.yi
8} 507Q0 OR871TS@ JO}INBTONN PA 8CH DIBT (J920Y3qC4)
PiAqnclel TimeB Sntesactivo Data .
mv: ialzo/saxx nae: naluilaoie 3t
ri)oa/aoiz xo�,a�soa ance
�x/os/aoiz 147.87700 Mkt
107,B73506 53,436.75
Int: 68f01j2012 tp 11jQ4j2U12 387.5q �
4) 25008 HAELST6N PA ARRA SCH DS94` (A22062BV3j
Finnnclal TSmee SACexBCCive Data
um: o&/ie/aaoe xac: os/ai/aoi5 3.aF
iiloa/�uiz 105.845R0 Mkt
iiloslxoia 105.83900 Mkt
105.8445F0 26,A60.63
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Page 1
Thia reporC wae pxoduceQ with SetaCeYal, a product pf Eatate Valve[ione & Pricing &yekeme, Inc. IL ypu have queetirme,
pleaan pqntact BVP 8yeteme at i81ei 373-63tl0 ar apa.mVg6ys.awn. {Rev3sloa 7.3.1}
Data oE Death: 11/04/2012 geCdte oY: JOHN MORBFIBLb
Valuation aeGe: il/94/2912 ACCwnC: 000005010004153
ProFeesing ➢3Ee: I1/07j2012 Rapoxt 'fype: Date 4f 4eath
Numbas of Securitiee: B2
File ID: �VI 291211Q7 5�1OQ04153
Shttrea 6ecurity Mean and/or Div and Int 6ecurity
or Par Deacription Hightaek i�owjaid Adjustmenta Accruale Value
l0i 50660 H$RMZTAOS PA SC}t DIST (A2756fiHD7}
Finaqcial Timea In[etaceivq DaCa
nxD: ailoslaoao nac; asfoilzoi7 3t
iiIoS12oi2 38a.�9aao #Ikt
ii/os/ao�z 104.38500 Mkt
Stl4.38T54p 52,193.75
Int: 69/�1)203Y to 11/O4J2012 262,56
11) 25680 30HN30NHDRG PA AR&A SCH bIST 8 {#79255DJ7)
Rinancinl Timae Tntatactive Data
n�co: oa/islaoos Mat: 4etislzoie �t
L1j6T/2012 18i.'t7300 MkC
ii/os/zoiz io�.az�oo �uce
io3.2n0000 zs,eo�.sa
xne: as/is/zoiz eo ii/oa/soiz 3s2.oe
12f 25000 LANCAST6R PA }iZ6HER ED AtiTH CO {51t128E¢27
FinanCial Timeg Intdractiva D&ta
DTD: 41j15(Y001 Ma[o Oij1512413 94
Ll/b3/�d12 161.59600 Mkt
11/OS/201II 101.58500 Mk[
SO1.S40000 25,397.Sfl
Tnt: 30/15/2012 to Ai/04I�012 g2.98
137 25600 WUREL PA SC+7 bSST t528885GN4}
FinanCial Time& InteracCive oata
4:8: 94(39(2412 Mat: 49(41/2Q19 2.05t
11j02j2012 107.68900 Mkt
11/tl5/2012 101.7830o Mkt
SQ1.73d040 25,43i.Q4
Int; 09/O1/2o12 to 11/oi/2012 g4.69
idl 2Sa�0 tAF'BR GRtRBLRND TRF PA SCH 4ZST {5&8309Nt721
Pinancial Timee Interactive Data
fffD: �7I91(2009 Mat: il(011201? 7k
iito2/2axz �av.5o�oo t�tt
11/q5/2012 107,90100 Mkt
107.50i490 26,E7d.d9
Int: 11/O1/2612 to r.r./oa/2aiz a.ss
LS} 25606 N�SNANNON VY SCH 4Z$2 FA (b19581GY13
Financial Time� InGeractive Data
mv: os/zzlaoxz nat: izlnif�ois zk
iitoz)aois 160.79b6q Xkt
ii/os/zoiz ioo.9aooa Mke
lOQ.863940 25,215.75
ina: oaloi/zaiz co ii/o�/zoiz ax2.sa
16} 36004 PLHR$ANT VY PA SCH DZ3T (T2$7?d8J5)
Fiaancial Timee InterneGiw ➢ata
DTD: �713AjY010 Met: 95J9112917 3i
13/62j7012 105.66306 tJkt
11/p5/201] 105.05900 Mkt
105.063004 31,51&.30
znc: iilpx/soix eo ii/oa/zoiz �.m
1�7 56b40 SRA2E Pt)S SCH HF�i ADPN PA SCH {g5733ADV3)
PSnancial Timbe InCUacCive Dmta
9T0: 92(1513612 t9at: 1OJ15/Z419 Zt
13j62Ja031 103.5{906 dkt
11/OS/2012 103.6730p Mkt
103.511400 51,805.50
ine: io/is/zois eo 1i/oa/zoia 52.78
i8} 56�60 STATE Ft7B SCH $Ld3G A[ITH FA SCFt {&5733A&Nl}
Pinancial Times Iateractiva Data
DTD: 91J23/701R Mat: 99f91/2019 ]k
iiloslzoiz ia2.ossoo �ct
11/p5/2012 107,21000 Nkt
1�2.199500 51,0'14.'!5
znc: os/oil�ax2 co iilual�oza i2s.00
Paqe 2
Thie report wae produced wlth 8etateVa3, a product of &etate Valuationa & Prlcing 8ya[ems, inc. TP you hava queetione,
Dlnaaa coatact SVP eyatenui at l818) 313-630U oY aww.ewwn.com. (aaviaion 7.3.11 ,
b �� �.
Date of penth: 11f04J2p12 Bstnte oE: JpNN�MORBFIBLD
Valuntioa Date: 33j09J2012 AccouAt: 000645016064153
Prcceaei� Deke: 11(01(fl012 Reppst Typp: �Data of�DeatL
� � Number ot SacuxStioa: ea
File ID: 8VZ 10121107 SOlOd04153
shares Security Mean an8(srr Dlv as� InG 9ecurity
ar Par Deecriptlon High/Aek Low/eid Adjuetmante Accxuale Value
19) 50060 WAYN6 CNTY PA i99601DeV5j . �
Finaacial TSmea Intesaetive Data
mv: os/is/zoao mae: iilisJxoi7 a.st
il/02j20i2 103.925p0 Mkt
11/OS/2012 103.92200 Mkt �
703.42300� 52,961.5�
xnc� os11slao�s to ii/o�/soix ses.ei
24} SOOPD 4488T ALLSQHBNY PA &CH DTST l9511407f67)
ainancial Times Interactive nata � -
D1D: 02(25f3912 IAat: 43f41f2�11 2.Z5k
li/02/2p12 300.20200 Mkt
S1j95J24i2 1�0.3234P i9kt
100.I6550tl 56,132.75
Int; 69j81j2812 to SiJadj2012 - i95.88
21� 600 ABM INDS INC (OOU95710b} ��
COM
Nev Yoxk Stock 8sohange
SSj62f7012 29.9tl�49 29.160tl0 H(L
11/OS/K012 19.71600 19.20000 HjL �
14.i8250q - 2i,695.50
�Dlv: 0.115 8zi 10/02/101P Rec: 10/04/201Z Pny: 11/65/3013 87.00
22a 6�9 ABHpTP LAH& (k0282410D) '
COM
Nen Yozk BCOCk &cohange
11/p2/2014 65.4600p 64,90006 HjL
xitosJ2oia a5.i�ooa 6i.740P4 HfL
65.182506 39,104.50
Div: O.S1 8z: 16j11j2012 ReC: 10)15j2832 Fay: ilj25J2612 �� � � 3�b.Q0 � '
23} 109 ALLBTS SNC (01H532306} �
C9fS NEW
New zork etock IDcchange
i1j02(2912 A1.71QQ6 A1 A4000 H(L
� 11/65/3012 41.22000 C0,94000 RJL
92.22159Q 4,A93.89
2i} 136 AMBRtCAN FTNL t3RptlP SNC OAI6 (075832304}
rnd
NnN Yozk Btock a�ceLange -
11/0212032 39.3000� 36.]5000 H/L
11(05/4012 38.7000p 38.15006 HjL
38.6450Q0 5,25},00
25} 750 AMBRZCAH NRR IYKS CO IXC NSN (039A2Q163)
COtd
New York BCock S7cehange
11(02(2012 36.870D0 36.43p00 H(L
A/OSJ1012 J6.950U8 3d.65600 HjL
36.5450D0 27,393.75
2d) 360 AM&tlRt# CORP {03231P405} �
CON
Rhe NASDAQ 8tock Market ia,C
11(01/II012 29,06000 28.02500 H/L , ��
IIIp5/2612� RB.21860 2?.73066 HfL
� 29.Y53750 8,476,13 .
37} 13fi AVNBR IHC (�53&0T193}
(UH
He+r York Stock Sacchanga
11/02(2Q18 29.660P0 29.33000 H/L
11jO5J2032 30.23680 29.37060 AfL
]9.6A7500 9,032.Ofi
25j iUQ �C SOYTNARS SNC {OS5931100)
CAM
Naw Yark Bteek 8rzchange
]1/tl2/R012 43.3A066 46.97000 H)L
li)05j263R 41.1b004 #tl.fi7Q�0 HfI+
41.A75660 16,414.00
Hage 3
Thie repork xas produced xith SetateVnl� a preducG of Satate Valuatione & Pricing Syatema, Inc. If ynu Leva queatlone,
plense coatnct SVP &yatame at (81Bj 333-6308 pr www.eopoya,com. (Raviaion 9.3.1)
__
Date of Death: 71f04(1012 BsCetC o£: JOHN MORBFIELD
Veluation ➢ate: li/04/2tl12 Aecount: 08p60581668i353
Proceasing Date: 21jOTJ2022 RenaLt Type: Date of Death
Numher oE Securitiea: 02
File ID: 5YS 2Q1211d7 5p1D�99153
Shnres 3ecqrity Aiean endjor Div and Znt 9ecurity
ar Par Deecripkton riigh(ASk Law/aid Adjuetmente Accrunla Value
29) 400 BAAL C R INC 1067383109)
C4M
New York &COCk Bxchange
il/fl21a012 4?.74060 95.?7x�0 RjL
11(OS/Y012 97.22000 95.91tl00 H/L
4fi.525506 38,G70.24
30) <00 BAXTeR INTL SNC (091813309i
C4IX
New Yoxk Stock Exchange
11J02J28Td 6a.4YdDa 63.75dQ4 HjL
11/tl5l1012 65.49500 64.YOtl00 N/L
84.53E75Q 25,$75.54
31� 2b0 BECTON DICKINSON & CO (p15887369)
COM
New Yaxk $Cock �xchange
11j02/2012 76.$7000 75.58p40 NjL
11/OS/2012 76.79000 7S.40U00 H/L
76.150000 35,2}p.pp
3Z� 45 BRRAY CORB (16i67A106}
CL A
New Yark Stock 6xchange
i1JU2J24:2 31.$0�00 31.451100 HfL
11/05/2012 71.]0540 31.18006 N/L
31.533859 2,gg5,R2
33i 177 8RSS4t�L MYSRB 8QUI88 Ct7 i118122108)
CAM
New YpYk 8tock Euchange
7Lj02/2412 33.750tlp 33.17000 H/L
L1/OS/2012 33.23006 32.9T606 HjI.
33.275440 5,984,68
34} 800 SRYH MAWR B% CORP {x776651D9)
C4M
ThG NASIIAQ Skack Mdxket LLC
11/93/2912 '3Y.90000 21.46000 H/L
11J05/T0;2 72.�9008 Ik.78500 HJL
22,348750
Div: p.16000tl Ex: tl/02/2017 Rec: 13jOb/2012 Pay: 12J01/20i3 ♦ 6.360606
32.A8$750 17,991.00
35} 68 CLOR6X CO D8L (1$46541�9}
COM
Ndw York Stock Bxcha�e
il(01fa012 73,54000 72.8220p H/L
il/08/2013 7I.61�06 '7I,50600 N)L
73.118Q00 3,509.fi6
DiV: 0.64 Ex: lb/24/2011 R6c, 30/II4/2017 Pey: 11/1Bf2012 36.72
l6) 30p CpACH INC (189754104)
COhI
New York Stock Szchanye
iljo�jZ612 5a.17060 5fi.79004 HjL
11(95f2912 57.960tl0 56.63000 H/L
59.3875b6 17,216.25
371 200 CONOCtlPHILL2P5 (20625C104}
COtA
New York Stock Excklange
Sij67J7012 58.80006 57.56040 RjL
11J95(2012 57.82000 57.28000 N/L
57.8650�0 21,573.Qq
Div: 9.66 &x: 1OJ11(2012 Rec: 1Of15/2012 Pay: 11(03($012 132.00
38} 791 DARpgtd RgBTAURANT6 ZNC {�;?794195}
CCMf
Nea York Stack Acehasu,7e
11/OR/2012 53.67000 52.5800tl X/L
11j05j2612 53.�4004 5Y.p340� H(L
57.812500 41,77A.68
Page A
Thia repbrt waa praduced with &atateval, a pzoduct o! 8etate valuatiane f� Ericing 8yatems, Inc. ZL you have questione,
oLqaea contact 6VP 9yeteme nt (BtBf 913•630p ox www.evoeye.com. (R�viainn � a M1t
Dake.oE Death: 11(041a012 8etate ot: TOIa1 MORBFIBLD
VAluetion Date: i1jD4/Y012 ' Aceount: OOQOU501QtlDA153
Praxasing Date: i1J4Tj2412 Repprt Typa; Data of,Dmth
. NW1blX oP SpCtis3tiGe: e$
� Fil� ID: 6VI 201211tl7 Stl100D9153
Shares ::rSeearity Mean andlor Div and Snk Seeuriky
oz�Par DaecsipYion High/Aek Loa/Btd Adjuetmante Aperuale Vakue
39} AS SQT COAP tY688dL109) �
C4M
New York Stock Brzohac�gn
31J02j2012 61.31tl00 60.33500 A/L
11/OS/2012 61.56000 60.06000 HJL
60.95525� 5,793.79
�0} ;pp SMSR$ON EEpC Cp i�9363338+}
COM
New York stock 8xahmige -
ii/oz/aoia 9tl:89000 19.73�00 H/L
11J05/2012 80.5�OOp 49.60000 HjL
50.1975p4 15,059.25
91j b08 BI�MZLY DLR SSOREB INC i3070DQ109} '
COM
New York Stock Lhcebanga
11(02(Y012 58.91000 85.79000 H/L
11/OSJ7034 65.3400p b9,990k0 HjL
66.9&3525 99,571,53
aai 30b HSLM88SCH 8 PAY�B It7C tA23452302}
COM
Ner York 8txk Bxahenge � -
11(U2/2011 5q:17000 G7,610p0 H/L ,
11/05/2612 #8.418U0 f7.10006 AfL �
48.5775D0 14,558.25
A3} 13b BONSYSfBLY INTI, 2NC i438515186} � �
COM
� Nev York &tock aschange
11/q2(2012 8].18000 62,76U00 H/L
S1jO5j2012 . 62.9460p 62.18q08 RjL
. 62.647500 8,526.06
i4l 50� ZNTSL COkP {4581{p100}
COM
'Phe HABbnQ Stoek tdazket LLC
11/02/8011 22.5400q 22.01000 H/L � '
llj05j1812 22.335U0 Y1.9i5Q0 RjL �
74.730000 11,105.66
rriaea ior iiJu5J1oi2 adjwtaa vp tar at•>taenate}: a.azs
45) 350 J & J $NACR HOODB CS1RP (466032309�
C'Otd
The NASDAQ Stock MerkeC LLC
11j02J2012 $8.6544tl 56.T5004 A/L '
11/DS/1012 5Y.29000 56.43000 HJL
57.231440 . 20,030.85
46) 122 TOHN60N CTLS 7�C i476366107}
C9!!
New Yoxk 8took B�cchange
SSj02j4Q12 2d.4309� 26.UOtl40 AJL
11/OS/$O1R 26.5400p 25.93p00 H/L
25.2250QQ 3,199,95
47) BT RIMBS&GY CLARR WRF (4443b81631 �
CQM
New York Btock Facchange
i7j42j1012 84.@TOOQ B3.Z704U H(L '
11/OS/2012 83.3600tl B2.B6000 HJL
83.94000Q 6,896.18
48} R06 LABOAA?ORY CpRP AMER HLDGS {5054flRA09)
COM R&M
Nea Yozk 8tock LXChangm �
ii/Q2(2P12 86.07000 89.43000 H/L
11/OS/Y012 96.93Dp0 B{.7d360 HjL
85.493Z9tl 17�099.65
Ba9e 5
Thie report was produee&xith BeCakeVal, a pxa4uck uf Sekate Valuatione & Priaing eyateme, Ine. IP you hava questions,
plenee conCacC &VP 8yetams at (818} 333-6308 or qW.evpeye,caR. (%evieion '7.3.1}
Data of Death: 11/04/2072 gatate Oi: JOHN MORBFIBLD
ValWtioa Date: 11jU4/4022 ACCOUnC: OOOOOSOlOD04183
erocseelag nate: li1b�128z2 �port �rype: paee o� Deacn
NWHbez at 60C�riCiee: 82
Eile ID: EVI 20121107 SO1Q004153
Shdrea Becurity Mean and/or Uiv and Ink 9ecurity
or Far IMecriptian HiqhJAsk IAwjBid AdjuatmenCa Accruals Valuc
qg} 400 I,ANOAU6R INC i�3476A183}
COM
New Ynrk Stock 6XChangc
11/62/2018 86,t7U00 57.66p00 HjL
LL/OS/2012 5B.8'7600 57.05000 H/L
58.fi7S5P0 23,A76,A0
S0� 109 MCCAkMIC& & CO LNC (5'797BOZ06)
C6M NON YTQ
New York &COCk Sxchange
11jU2J2412 62.OQOtl9 61.19000 NfL
11/OS/2612 61.54000 d0.79404 HJL
61.38tl000 6,69o,q2
511 200 MQRCK 6 Cq INC N6N (58933Y305i
COM
New Ynzk Skock Ezchange
11/U2/2012 46.SStlqO 95.99000 H/L
17jQ5j20i2 96.04004 45.3100p H/L
45.962506 9,142.50
527 300 NZCRqCHZP TBCfIIv*OtAGY ZNC {59501116i}
COM
The NASUAQ S[ock Market LLC
iilozlzo.z as.si000 az.�s000 atL
11/OS/3012 32.46000 31.77000 H/L
32.172500 9,651.75
53) 200 MURPHY OIL C09.P (626T17102)
CQtA
New York 8tock Bxchange
il/42120}2 d0.97000 59.12000 H/L
Iij65J2012 59.94000 58.89004 HjL
54.7}0000 11,946.06
S4i 206 NEY.TF.AA $NSRGY INC (b577BF163}
COM
New Yark Stock 8xehai�e
11/02/2012 76.76406 69,52106 HjL
11/OS/2912 d9.69000 69.tl1000 H/L
69.6342i0 13,928.05
55j 153 9RACL6 CpAP i6$389X2d5)
COM
The NASDA4 Stock Maeket LLC
iiloatzoi2 ai.axado ai.is000 a!L
11(tl$/1012 di.98060 36.'77060 HjL
31.277500 5,098.23
561 300 PARR BLB4CROCHBMIGL COAP f70tl41620%i
C4M
New Yozk Stock Bxchange
11/02/2014 24.BJtl00 23,9450d N/L
11105f201Z 2i.81494 24.1444� x/4
Z4.}7fi250 7,32d.&8
niv; o.x a:: io/o3/xoiz aec: ao/os/zoia ray: ii/os/sais ao.00
591 138 PATTBR80N COMBANISB INC (703785103)
COAf
The NA9DAp &took Merkat LLC
11/02/2012 34.92000 33.87060 H/L
i1J45J2922 34.93400 33.70000 H/L
39.1�Sd08 A,638.28
587 Y36 PAYCRS% SNC {70{3361fl7)
COM
The NABpAq Sttick MarkeC LLC
1iJ07jS412 33.6300� 32.8b56Q H1L
11/OS/1017 ' 32.84000 31.540p0 H)L
32.BB8750 <,488.�7
�iv; 0.33 �: SOI31j2014 &ec: SiJ62/2612 Pay: i3j15jZ012 54.8�
Page 6
Thie report uae pioduce$ with BetaCeVnl, e producC o£ &tltnta Valuationa 6 Psteing ByeCeme, Inc. If you riave queetians,
�}pyp� rnntArf RVP Cpat�mp nt fP'IA1 i1i-Fi00 nr orvv ev[+nyn rrmm I,Rn�r{c19P � ? tl
. _ . . .. _ ._ _
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nnt� of o�aet,: iiloelaaia 8e4nte ofo JqHN MOR8FI8LD
VelvAtipn Date: xl/09jZ01Y AceCUrit: QQ0495�i0004153
�'oceeaing Data: 1114?/7412 Iteyqr[ Type: Date�of Death
tnsnber of aecuritSas: s2
' File ID: $VI 20121107 5010009153
8hares 9eeurity Mean and(qs Div and Snt Secuzdty
or Par Deecription High/Aek Low/eid AdiuetmmGa Aqcalsn4e Value
59j 900 P&P8IC0 INC (?33{48108Y � �
�
Nax York 8tock 8zahange .
. SYj02j2012 58.7700R 66.93000 N(L -
11/05/2014 69.08000 68.32006 HjL
64.02500!7 27,61U.�0
66i 2"7x PFIZSR ZNC i717091T03)
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� New York 8tack B�cchangn � .
i1f42f7412 24.870U0 2�.550�0 H/L '
11/05/7012 29.72008 T9.A9060 HjL '
74.6<q000 6,704.08
61j 106 PAZLLZYS b6 t71858b199)
COM
- Naw York Stock Bxa6anga .
11(04/2012 98.1500p 46.D7006 H/L
11jtl5/2012 87,96000 46.23864 HjL -
- 97.099500 4�708.75
Div: 0.25 Sx: Iaj11/8012�.Rno: 18/15j2012 Pay: 12/�3/Z6I2 25.06
52� 700 PISDMONT NAT 4A8 INC (770188105)
COM
Naw York etock B�cchange
11/02j2017 32.8R008 31.17a00 H/L -
»1/OS(4012 � 31.IDOOp 31.0700U H/L �
33.36$000 2i,955.50
63) 300 QOALCOIM INC @47525103}
NM
Thc NA&DAQ Stock Mazkat LLC .
iilnalaoza so.ioffao s�.2zooa x1L
ailos/aoia so.ss000 ss.e0000 a/n
59.93R500 17,375.25
64) 170 RAYNONp JAMBB PIHI4NCIAL INC i75d730109j
Cd!
Nea Yoxk 9tock 87cchange � �
iita2Jsois 34.OJ060 38.{QOOU AjL
11(D5/2012 39.OB000 38.19000 H/L
3$.d95004 d,57fi.i5
65) 41 SPNC.I�R J N tYJ (83Y6964053 .
COtf NBN
New Yoxk 8tock SXekiange
i1J02j2012 86.06090 ei.99044 NjL
11/OS/2012 65.OB000 89.47000 H/L
� . . 85.125Q00 3,{9P.13
66j 508 SNYDB&S-LRNCS ZNC ig3355316A) �
COt4
Tt�e NASDAp SCqek Markat LLC
i1J02(2012 Z3.84009 Z4.940Q9 H/L
11/OS/2012 55.23006 1A.SUq6d H/L �
25.132504 12,566.25
67} 95 SYNTEL INC ($9152H103j
C4�S
The NASDAQ Btock Mazkak LLC
11j02j2612 81.310D0 59.52000 H/L
11/OS/2012 61.73000 d0.4d500 RJL
b1.006280 5,795.59
bB} 121 SY9CY3 CORP i8918$9187)
COM
New Yozk Btocic 8schange
llfQ2J3412 31.7800tl 31�28000 M/L
11/05/2012 30.88000 36�i5866 SjL �
31.097500 3,R93.90
Yage 7
This xepoxt xas produced witL SsCStaVal, a product af Betste Valuatione & Pxiqiag Syeteme, Inc, Ff }rou hnve queeCiuna,
pleaea OonGact BVP Syetaae at {918} 31�-b300 or ww,ev�,5sya.can. {Revieion R.3.3}
. . . . .. . . . . ...
Date af Aaath: 117�4(aQ72 Hetate of: SOHN MOABPSELD
valuttcion Date: 11/04/Y012 Account: 06p685030604153
Proceasing Date: SijO'tj2972 Report Type: Dake o4 �esth
NumbpT ot Secuxit�ea: 82
Fi1e Zp: SVZ 2q1221Q7 5916094153
Shares Security Mean andjpz Div ai�C Znk Security
or ear Dencriptian Nigh(Aek Low/9id xdjuetmente Accruelo Value
69) 54 TECHNe CORP (878377100)
tUM
The NPSDAQ SCOCk MaYke[ LLC
13jb2j2012 76.48600 57.45406 8IL
1t(OS(2012 90.530U0 67.63000 N/G
69.1475�6
Div: 0,304QOp IIz: 11(O1(2412 Rec: 1iJ05(2o12 Pay: 11/19/2tl17 +� 0.7000D0
, 89.4t7506 3,'ISd,17
70� 82 TH8IU10 FISH6R SCT6NTTFIC INC (883556302)
CVFI
New York 6tock e�cchange
11j02J2012 62.94U00 61.4d049 HjL
11/95/2012 62.060�0 61.38000 H/L
81.455d00 5,080.31
711 109 UNITSD NAT FC)OD8 INC f91116Jip71
COM
The NA9DAQ Stock Market LLC
sij6zJZ012 54.53900 52,95000 x!L
11(OS/201P 54.77000 52.77000 N/L
53.75500fl 5,$59.34
'12) Za0 t7NITED PARCEC� SBkVICE INC f91131210di
CL e
New York Stock 6rzchange
1Ij02f2672 ?§.SORQP 73.33004 HJ4
11/OS/2012 77.81600 73.Y3000 H/L
73.6$i090 14,735.80
?JI 506 WSLLIAMS SONOMA INC i969904101)
COtA
New York StpCk Ezchan9e
1iJ42/2012 48.�7404 46.58000 H/L
11/OS/3012 47,51000 4b.6p000 N/L
A7.196pQ4 23,595,�0
Div: �.28 Hx: 30/29/Y012 ReC: 30/26/2012 Yay: 11/2�/3012 1I6,06
?i} 244 WOLVE&IN& NORLD NID6 INC {978097103)
Ct7M
Hea Xork Ska�k SKChange
11/02/2012 93.37006 42.75006 H)L
11jO5j2012 §3.12000 42.6725Q HfL
41.478125 8,595.69
75) b00 XSLINX INC (983419101) �
CpiA
2he NABDAQ Btock MarkeC LLC
11/02/2012 33.82080 33.15606 ftJL
11f4S(2612 };,7;p00 )2.93000 H/L
33.807500 26,64i.56
8ricee for 31j95j2fl12 adjuated up for dividend(a): U.32
76} 300 NOVARTZS A (3 ifi6987V709}
SDONBOR84 ADA
New Yark Stqck Exchange
11142(Za12 61.14000 6tl.64090 N/L
11/OS/2012 b�.62060 60.28800 8jL
50.550000 18,195.00
77y 300 ROYAG DURCfi 5FIfiS,L YLC {?8025410?)
SPON ADR B
Naw York Stock %xchange
11/92(2q17 72.30600 91.A200tl H/L
31lOSj2Al2 71,fi7000 71.21006 KjL
71.52Stl00 71,497.50
78} lIAR ISHARBe 2R (ib4287762)
DS U8 NRALTXCR
NYSS arca Sguitiies �erl�ange
11/92/2012 84.52000 B3.8600U HJL
12J05j2012 84.06094 8},37QQ0 A(L
83.96256d 9$,816.66
Pege 8
Rhis report wae produced xitk BekaCeVa1, e produot of Setnts ValvatSqne & Pzicing 9yaCr�o9, Ine. If yau Mve quaekione,
ptPnnw �n�recr rtw fi,aePmn Ar tn�ei a�a-eann �r wrv av�Aya nnm rx.�isinn � ? ,r
„ � � �
Date af Aeath: 11j6dj2012 8etata oE: JOFiN MORSPIBLD
ValuaCiwi Bata: 11(9l12412 Account� 00000501000�153
PzoCessiAg Dnte: 11J07f7018 RepoSt TypB; Datd of Daakh
t&m6er of SeCUxitlee: 92
' ' File ID: SVI 20111107 5010004163
Skazee 9ecurity � Mean axM/oz Div and Znt Security
� or Pex Daeerlptlon HighjASk LorjBSd AdjuBtmente Accruala Vn1ue
79) 1450 ISHAR86 TR (469297804)
CORB $6P 8CP STB
NY88 Azoa $qulti9s SzCkfsnqe
11/02/]412 76.79000 75,31004 N�L
11/OS/s01I 76.01000 75.73600 NjL '
75.915009 , 304,431.75
80) 200q PONBRBHAR&4 QqQ TAUBT (73935A10�}
[7NIT 86& 1
The NASOAp Stock Marktt LLC
iilaafaoia 65.31400 fi5.11p00 H/1
11/05f2012 � 65.73000 65.04000 H/L
55.524500 131,045.00
81} 3880 BPDR 9&Y 500 B2F Tk {78453F143J
TTe mazx
NYSa Aroa 8quitiea Ezchange
11j61J2017 Sd3.729RG 141,&lOfl4 A/L
IijQ5f2412 192.17000 190,93000 H/L
� 142.057506. 539,816.5U
gy} 7769.581 SUROPACIFIC OROHTX FD {7gg958100)
5H$ CL F-2
14ukual Fund lae quotnd by lm9DAQ)
xlloz/:oia 3s.ssoao a�ct
39,940000 294,337.81
TotaT Value: $2,647.411.74
Total AL`enialv $5,954.97
ToCal: $2-,647,666.91
Page 9
Thi� report wes pmrtucad with SataCeVal, a praduct af Setflte valuatione 8 Pricing 8yetews, Inn. If you hava queations,
pleaae cantac[ SVP 6yatmpe at (B18) 313-6300 oz www.evpaye.com. iReviaio� 7.3.1}
. . . . . . . . . .. . . _
Estate Valuation
Date of 4eath; 111041��12 Estate cf: Jonr. Meref:eld Estate
Valuatio� Pate: 1i/04iZC12 Account: Vanguard ZRA Accour,t #29ll2
Repoxt Type: D'e2e of Death
Processinq Date: 04/:�/2013 Number of Secuiities: 3
Pile ID: Morefield, John - TftA
Mean 3Ad1�-* GiJ dnd Znt Security
ShdYP.3 SCCUtity
or Par Descciption High/Ask Low/8id Adjustmen[s Accruals Va ue —
I; 195,12§ i`ANGD.�.RP� FSRED ZNCON=6 SECS FB '922�J313G1: kFZZX)
� fiN��1P. ZtPV
Mutual Fund (as quoCed Uy NASDAQI 11.050�0 Mkt
11/02/2012 11.050000 1,603.62
��j,pGS YANG:;T.AD FSXED ZN-��fE SECS FC !9<30318fi5; VF:t7:;
� 1NTRM JNVGftD I
Mutual Fund Ias quoted by NAS�AQI 10.50000 Mk[
11/02/2012 1D.5000�0 7,612.97
3) 688.114 VANGUARD PIXED INCOME SECS £D {922031109; ��SX}
L TRM INVGRD 1
Mutual Fund !as guoted by NASIfAQI 11.�9060 Mkt
S1l02t2012 11.G6+J��G 7,62§.3a
� 516,890.89
Toeal `talue; :4.40
Tata7 kcczuat:
Tota1; 516,840.89
Page 1
This report was produc°d with Estate�ai, a product cf Estate valuaticns S Px:cing 5,�stems, Zr,c. Lf �au hat*e qu°_sti�ns,
alease ccntact EVP systems at 1�18} 313-b300 or www,evpsys.com. iRevision 7.L 1)
�
�::�
RHOADS�
� � � - � & SINON LLP � ' �
� eno.,o*o�e,�am�o ro�.s�«�_
:�iti1E;ADED Al�D REST:�TEB
REVOCABLE AGREE'l1�NT OF TRliST
"The John A. Morefield. .Fr. Amended and Rest�ted Re��ocabfe Trust"
2006 Restatement
1 H1S .aMENDb1ENI' ai�d RESTATEA�4EV'T OF REVOC�BLE .�.GREE�4ENT
� OF TRUST ("30b6 Restateuient") is �uada aud entere�; into liis :;��,� day of =.�� �' -
?;
� 2�06, by und betv,cen JOHI�� :�. I�IOREr1ELD, JR,ofi��l�chanicsbur�; C��unberland County,
Pc,msylvania (d�e "Settlor"), and JOHN A. MORbFIELD, JR. and NL�IZ�' .".1�AE MOREFIELD,
;
ofA2echanicsburg, C�anuerland Courty. Pennsyl��ania(tl�e "Trustees"j.
3
ug
E
? WITNLSSETH: �
`s
i
\VHEREAS, by A�rcemei�t daCed January l; 197�, Settlor e�:tered into an
i
A�reci��eut of Trust �vitll Dauphin Deposit Trust Compan}'and Fredericl: L. 1�9oreiield, as Trustees;
i
�
and
;
\��HEREAS, said A,reemei.t of Tr�st of Janua�v ], 19%� re�er��ed u:1to tile Settior
tl�e ri�ht to amend the same; and
' VJIjERL-AS, by Agreements dated Februaiy 30, 1987,.Iaii�ic:y 39.. 19°�,blaich i,
;
19S9 and December 3, 2001, the Settlor ail�e�lded said A�eement; and
�;
�
;
�
'� 4U'�o'JI.I
'� �
VJHEREAS,p�rsuant to ARTICLE�'VII of said Fourth Amenfled Agreement of
Trust dated March 7, 1999, the Settlor reserved unto hnnself the right to modify, alter or revoke
said Trust Agreement in whole or in part provided that the duties,powers, compensatian and
liabiiity of the Tnutees were not thereby changed withaut the Trustees' u�ritten consent, anfl
VJHEREAS,the Settlor desires to further amend and restate his Agreement of Trust,
in its entirety=,upon the tersns ar3d canditians hereafter set fort�r,which terms and canditions are
satisfactory to the Trustees.
NC}��,THEREFORE, for and in cansideratson of their mnival covenants and
promises,the par+aes agree as foiiows;
ARTICI,E I
Revocatian
Pursuant ta the authority reserved in ARTICLE XVII of the Pourth Amended
Agreernent ofTrust, the Settlor hereby revokes ARTICLES I through XVIII of such Trust and the
First Amendment thereta dated Z}ecember 3, 3001, and in lieu thereofprovides the follawing
new Articles which now constitute all goveming provisians of The 7ohn A. Morefield,Jr.
Revocable Trust:
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� �
ARTICLE II
Trust Assets
The Settlor, or any other pariy or person,may from tnne to time make policies of
insurance on Settlor's life, individual retirement account benefits, and/or qualified or non-qualified
retirement plan benefits payable to the Trustee, or may transfer other assets to the Trustee, subj ect
to the terms of this Agreement,by inter vivos grant or by Will. The trust assets shall include the
assets already held hereunder,the proceeds of any insurance policies payable to the Trustee
(collectively hereinafter called the "Policies"), and all such other benefits or added assets
(collectively the "Trust Assets"),which shall be held, administered, dishibuted and govemed by the
Trustee, IN TRUST NEVERTHELESS, in accordance with the provisions of this A�eement and
any amendments hereto.
ARTICLE III
During the Settlor's Lifetune
During the Settlor's lifetime, the Trustee shall:
(A) Have,hold, manage, invest and reinvest the Trust Assets, collect the
income and pay over the net income to the Settlor during the Settlor's lifetune in
such sums as the Settlor from time to time might request. In addition, the Trustee
shali pay such portion or all of the principal of the Trust Assets to the Settlor as the
Settlor may from time to time request. Any income not dish-ibuted to the Settlor
during the calendar year shall be added to Trust principal.
(B) Pay and use such portion or all of the principal of the Trust Assets as
the Trustee, in the Trustee's sole discretion, from time to time shall deem necessary
to provide for the proper maintenance, support,medical,hospital,nursing or nursing
home care of the Settlor or the Settlor's spouse, MARY ANNE MOREFIELD
(hereinafter the"Settlor's Spouse").
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v �
(C) Pay either from the principal or income of the Trust Assets any
outstanding bills or obligations owing by the Settlor.
(D) Whenever and as often as, in the sole judgnent of the Trustee, the
Settlor,to whom payments of income and principal are herein duected to be made,
shall be unable to act, or shall lack ability or shall otherwise be unable to apply such
payments to the Settlor's own best interest and advantage,the Trustee, in the
Trustee's sole discretion,may make all or any portion of such payments in any one
or more of the following ways:
(1) directly to the Settlor;
(2) to the legal e ardian or duly authorized attorney-in-
fact of the Settlor; or
(3) by the Trustee expending the same for the benefit of
the Settlor.
ARTICLE IV
Uuon the Settlor's Death
Upon the death of the Settlor, the Trustee shall divide and distribute the Trust Assets
as follows:
(A) Lf the Settlor's Spouse Survives the Settlor. If the Settlor's Spouse,
Mary Anne Morefield, survives the Settior,the then remaining assets of the Trust
shall be distributed as follows:
(1) The sum of Two Hundred Thousand Dollars ($200,000.00)
shall be distributed to each of the Settlor's children, JOHN DAVID
MOREFIELD, ELIZABETH MOREFIELD SCHOEPKE and JAMES
FREDERICK MOREFIELD, if living at the Settlor's death. If any of the
said children of the Settlor does not survive the Settlor, such sum shall be
distributed to the then living issue,per stirpes, of such deceased child of the
Settlor;provided,however, that should any such issue not then attained the
age of riventy-five years, each such issue's share shall be retained by the
Trustee as a sepazate trust estate, IN TRUST NEVERTHELESS, each to be
-4 -
i
� �
held, administered and disposed of in accordance with ARTICLE VI for the
benefit of each such issue (the"Grandchild's TrusP').
(2) The sum of Two Hundred Thousand Dollars ($200,000.00)
to the Settlor's grandchildren living at the Settlor's death,in equal shares,
per capita, subject to the restrictions of ARTICLE VI if any such grandchild
has not then attained the age of riventy-five years.
(3) The Trustee shall place in the Unified Credit Trust under
ARTICLE V hereof an amount equal to the sum of the balance of the dollar
amount not taxed in the Settlor's estate due to the applicarion to tlie Settlor's
estate of(i)the applicable credit amount against federal estate taac permitted
under Section 2010 of the Internal Revenue Code of 1986, as amended, or
any subsequent successor or parallel provision thereto (the "Applicable
Credit"), afrer taldng into account the value, for federal estate tax pwposes,
of other transfers of the Settlor either during lifetime or at death(including
the distributions set forth on the foregoing provisions of this Trust)which
utilized or which will utilize a portion of the Settlor's Applicable Credit
a�ainst federal gfr and estate taxes; and(ii) the state death tas credit allowed
for federal estate ta�c purposes (but only to the extent its use will not increase
any Death Taaces, other than Pennsylvania lnheritance or Pennsylvania
Estate Taxes, owing by the Settlor's estate), IN TRUST NBVERTHELESS,
to be heid, administered and disposed of in accordance with the provisions
of ARTICLE V hereof.
(4) The Trustee shall dishibute the balance of the Trust Assets
remaining after the distributions under paragraphs (1) through(3) of this
Paragraph(A) to the Settlor's Spouse,MARY ANNE MOREFIELD,
outright, free of hust.
All distributions under pazag�aph(A) are void if the Settlor's Spouse is not livin�at the Settlor's
death.
(B) If the Settlor's Spouse Does Iv'ot Survive the Settlor. If the Settlor's
Spouse does not survive the Settlor, then upon the death of the Settlor, the Trustee
shall distribute the Trust Assets as follows:
(1) The sum of Five Hundred Thousand Dollars ($500,000.00)
shall be distributed to each child of the Settlor living at the Settlor's death.
If any of the children of the Settlor is not living at the Settlor's death, such
sum shall be dish-ibuted to the issue,per stirpes, of each such deceased child
of the Settlor; provided,however, that should any such issue not then have
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m �
attained the age of twenty-five yeazs, each such issue's share shall be
retained by the Trustee as a separate trust estate,IN TRUST
NEVERTHELESS, each to be held, administered and disposed of in
accordance with ARTICLE VI for the benefit of each such issue(the
"Crrandchild's TrusP').
(2) The Trustee shall distribute the sum of Five Hundred
Thousand Dollazs ($500,000.00) to the Settlor's grandchildren livin�at the
Settlor's death, in equal shazes,per capita;provided,however, that if any
such gandchild has not then attained the age of twenty-five years, each such
grandchild's shaze shall be retained by the Trustee as a sepazate trust estate,
IN TRUST NEVERTHELESS, each to be held, admirustered and disposed
of in accordance with ARTICLE VI for the benefit of each such�andchild
(the "Grandchild's Trust").
(3) The Trustee shall distribute the following sums to the
organizations described below:
(a) The sum of FOUR HLINDRED THOUSAND
DOLLARS ($400,000.00) to CHAUTAUQUA INSTITUTION,
Chautauqua,New York.
(b) The sum of FOUR HUNDRED THOUSAND
DOLLARS ($400,000.00) to MASSACHUSETTS INSTI'I'UTE OF
TECI-LNOLOGY, Cambridge, Massachusetts.
(c) The sum of THREE HLJNDRED THOUSAND
DOLLARS ($300,000.00)to CUMBERLAND COUNTY
HISTORICAL SOCIETY, Cazlisle,Pennsylvania.
(d) The sum of THREE HUNDRED THOUSAND
DOLLARS ($300,000.00)to WELLESLEY COLLEGE, Wellesley,
Massachusetts.
(e) The sum of ONE H[JNDRED THOUSAIVD
DOLLARS ($100,000.00)to LUTHERf1N THEOLOGICAL
SEMINARY, Gettysburg, Pennsylvania.
(� The sum of ONE HUNDRED THOUSAND
DOLLARS ($100,000.00) to MESSIAH COLLEGE, Grantham,
Pennsylvania.
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p �
(g) The sum of ONE HUNDRED THOUSAND
DOLLARS ($100,000.00)to TRINITY LUTT-IERAN CHLJRCH,
Camp Hill, Pennsylvania.
(h) The sum of ONE H[JNDRED THOUSAND
DOLI,ARS ($100,000.00)to PINNACLE PRESBI'TERIAN
CHURCH, Scottsdale, Arizona.
(i) The sum of ONE HUNDRED THOUSAND
DOLLARS ($100,000.00)to ARIZONA MUSIC FEST, Carefree,
Arizona.
(j) The suxn of TEN THOUSAND DOLLARS
($10,000.00)to THE STATE STREET ACADEMY OF MUSIC,
Harrisburg, Pennsylvania.
(k) The sum of TEN THOUSAND DOLLARS
($10,000.00)to HABITAT FOR HUNLANTTY INTERNATIONAL,
121 Habitat Street, Americus, GA 31709-3498.
(1) The sum of TEN THOUSAND DOLLARS
($10,000.00)to THE HEIFER PROJECT IN'TERNATIONAL, P.O.
Box 8058, Little Rock, Arkansas 72203.
(m) The sum of TEN THOUSAlVD DOLLARS
($10,000.00)to AMERICAN FRIENDS SERVICE CONIIvIITTEE,
AFSC National Office, 1501 Cherry Street, Philadelphia,
Pennsylvania 19102.
(n) The sum of TEN THOUSAND DOLLARS
($10,000.00)to ALLIED ARTS,Harrisbwg, Pennsylvania.
(o) The sum of TEN THOUSAND DOLLARS
(�10,000.00)to iJNITED WAY OF THE CAPITAL REGION,
Harrisburg,Pennsylvania.
(p) The sum of TEN THOUSAND DOLLARS
($10,000.00)to OXFAM AMERICA, 26 West Street, Boston,
Massachusetts 02111-1206.
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� �
(cil The sum of TEN THOUSAND DOLLARS
($10,000.00)to HARRISBURG SYMPHONY, Harrisburg,
Pennsylvania.
(r) The sum of TEN THOUSAND DOLLARS
($10,000.00)to MARKET SQUARE CONCERTS,Harrisburg,
Pennsylvania.
(s) TY�e sum of TEN THOUSAND DOLLARS
($10,000.00)to CLEVE L FREDRICKSON LIBRARY, Camp Hill,
Pennsylvania.
(4) The balance of the Trust Assets passing under this paragaph
(B) shall be distributed to the Settlor's issue,per stirpes, living at the
Settlor's death; provided,however; that if any such issue has not then
attained the age of twenty-five years, each such issue's share shall be
retained by the Trustee as a separate trust estate,IN TRUST
NEVERTHELESS, each to be held, administered and disposed of in
accordance with ARTICLE VI for the benefit of each such issue(the
"Grandchild's Trust"). If the Settlor has no issue living at the Settlor's death,
such remaining Trust Assets shall be dish-ibuted under ARTICLE VII
hereof.
(5) If the assets passing under this ARTICLE IV(B) aze not
sufficient to fully fund the bequests under paragraphs (1)through(3),the
bequests under paragraph(3) shall abate first on a proportional basis and
only after the bequests under paragraph(3) are fully abated will the bequests
under paragraph(2)begin to abate,pro rata.
ARTICLE V
Trust A
The Unified Credit Trust
The Trustee shall have,hold,manage, invest and reinvest the assets of Trust A,
collect the income and
(A) Beginning at the Settlor's death, the Trustee sha11 pay over to the
Settlor's Spouse during such spouse's lifetime the net income of Trust A in quarterly
or more frequent installments as directed by the Settlor's Spouse, and such portions
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of the principal as, in the sole discretion of the Trustee, shall be necessary for the
Settlor's Spouse's maintenance, support, medical and nursing caze, taking into
consideration any other means readily available for such purposes.
(B) Upon the death of the Settlor's Spouse, the Trustee shall distribute
the then remaining principal and any undistributed income to the Settlor's issue then
living,per stirpes;provided,however; that should any such issue be other than a
child of the Settlor and such issue has not then attained the age of twenty-five years,
each such issue's shaze shall be retained by the Trustee as a separate tnxst estate, IN
TRUST NEVERTHELESS, each to be held, administered and disposed of in
accordance with ARTICLE VI for the benefit of each such issue(the "Grandchild's
Trust"). If the Settlor has no issue living at the ternunation of the Unified Credit
Trust, all such remauring assets shall be dishibuted under ARTICLE VII hereof.
ARTICLE VI
The Grandchild's Trust
The Trustee shall have, hold, manage, invest and reinvest the assets of each
Grandchild's Trust, collect the income and
(A) Until the beneficiary of the Grandchild's Trust (the °Grandchild")
shall have attained the age of twenty-one years, the Trustee shall from time to time
pay for the benefit of the Grandchild such amounts of the net income and principal
of the Grandchild's Trust as, in the sole discretion of the Trustee, shall be necessary
for the Grandchild's medical and nursing care and education, including college and
gaduate education, taking into considerarion any other means readily available for
such purposes. At the end of each year any unexpended income shall be added to
the principal of the Grandchild's Trust.
(B) After the Grandchild shall have attained the age of twenty-one years,
the Trustee shall thereafter pay to the Grandchild the net income derived from the
Grandchild's Trust in installments not less frequently than quarterly and such
amounts of the principal as, in the sole discretion of the Trustee, shall be necessary
for the Grandchild's medical and nursing care and education, including college and
g�aduate education, taking into consideration any other means readily available for
such purposes.
(C) If at the time of the creation of the Grandchild's Trust the Grandchild
shall have then attained the age of twenty-five years or if the Grandchild shall
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thereafter attain that age, the Trustee shall distribute outright to the Grandchild the
then remaining principal of the Grandchild's Trust.
(D) If a Grandchild shall die before final distribution of the assets of the
Grandchild's Trust is made, the then remaining principal and any undistributed
income of the Grandchild's Trust shall be distributed to the Grandchild's issue living
at the Grandchild's death,per stirpes; provided, however, that if any such issue shall
not then have attained the age of twenty-five years, each such issue's share shall be
retained by the Trustee as a sepazate trust estate, IN TRUST NEVERTHELESS,
each to be held, admuustered and disposed of in accordance with the provisions of
this ARTICLE for the benefit of each such issue (the "Grandchild's TrusY'). If the
Grandchild has no issue then living, then to the issue then living of the parent of the
Grandchild who was a child of the Settlor, per stirpes, or, if such parent shall have
no issue then living, to Settlor's issue then living, per stirpes; provided, however,
that if any such beneficiary is then a beneficiary of a Crrandchild's Trust hereunder,
the share of such beneficiary sha11 be added to the principal of such Grandchild's
Trust, as if an integral part thereof, to be held, administered and disposed of in
accordance with the terms hereo£ If the Settlor has no issue living at the
termination of the Grandchild's Trust, the remaining assets of the trust sha11 be
dishibuted pursuant to ARTICLE VII hereof.
ARTICLE VII
ContinQent Distribution
If at the time for distnbution of any trust estate hereunder the Settlor,the
Settlor's Spouse and all of the Settlor's issue are deceased,the Trustee shall distribute such
assets as follows:
(A) Twenty Percent (20%) of any such assets to the CHAU'LAliQUA
INSTITUTION, Chautauqua,New York.
(B) Twenty Percent (20%) of any such assets to MASSACHUSETTS
INSTITtiTE OF TECHNOLOGY, Cambridge, Massachusetts.
(C) Fifteen Percent (15%) of any such assets to CUMBERLAND
COLJNTY HISTORICAL SOCIETY, Carlisle, Pennsylvania.
(D) Fifteen Percent (15%) of any such assets to WELLESLEY
COLLEGE, Wellesley, Massachusetts.
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(E) Five Percent (5%) of any such assets to LUTHERAN
THEOLOGICAL SEMINARY, Gettysburg, Pennsylvania.
(F) Five Percent (5%) of any such assets to MESSIAH COLLEGE,
Grantham, Pennsylvania.
(G) Five Percent (5%) of any such assets to TRINITY LUTHERA_.�1
CHURCH, Camp Hill, Pennsylvania.
(H) Five Percent (5%) of any such assets to PINNACLE
PRESBYTERIAN CHURCH, Scottsdale, Arizona.
(n Five Percent (5%) of any such assets to ARIZONA?vILJSIC FEST,
Carefree, Arizona.
(J) One-half of One Percent(.50%) of any such assets to THE STATE
STREET ACADEMI' OF MUSIC, Harrisburg, Pennsylvania.
(K) One-half of One Percent (.50%) of any such assets to HABITAT
FOR HUMAIvTTY INTERNATIONAL, 121 Habitat Street, Americus, Georgia
31709-3498.
(L) One-half of One Percent (SO%) of any such assets to THE
HEIFER PROJECT INTERNATIONAL, Post Office Box 8058, Little Rock,
Arkansas 72203.
(M) One-half of One Percent (.50%) of any such assets to ANfERICAN
FR]ENDS SERVICE COMMITTEE, AFSC National Office, 1501 Cherry Street,
Philadelphia,Pennsyivania 19102.
(N) One-half of One Percent (.50%) of any such assets to ALLIED
ARTS,Harrisburg, Pennsylvania.
(0) One-half of One Percent (.50%) of any such assets to iJNITED
WAY OF THE CAPITAL REGION, Harrisburg, Pennsylvania.
(P) One-half of One Percent (.50%) of any such assets to OXFAM
AMERICA, 26 West Street, Boston, Massachusetts 02111-1206.
(Q) One-half of One Percent (.50%) of any such assets to
HARRISBURG SYMPHONY, Harrisburg, Pennsylvania.
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s �
(R) One-half of One Percent (.50%) of any such assets to MARKET
SQUARE CONCERTS, Harrisburg, Pennsylvania.
(S) One-half of One Percent (.50%) of any such assets to CLEVE J.
FREDRICKSON LIBRARY, Camp Hill, Pennsylvania.
ARTICLE VIII
Peroetuities Provision
Nothing herein is intended to,nor shall it be construed to,postpone the vesting of
any part of the assets of this trust or of any separate trust estate created hereunder for more than
twenty-one years after the death of the survivor of the Settlor,the Settlor's Spouse and the Settlor's
issue living at the Settlor's death. At the expiration of such period the assets of this trust and all of
the separate trust estates hereunder shall immediately vest in fee simple absolute in and be
distributed outright to the person or persons then entitled to receive the income therefrom,whether
in the Trustee's discretion or otherwise.
ARTICLE IX
Spendtlu�ift Provision
No part of the income or principal of the property held under any trust created
hereunder shall be subject to attachment, le�y or seizure by any creditor, spouse, assignee or trustee
or receiver in bankruptcy of any beneficiary prior to his or her actual receipt thereo£ The Trustee
shall pay over the net income and the principal to the parties herein designated, as their interests
may appear, without regard to any attempted anticipation (except as specifically provided herein),
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pledging or assigunent by any beneficiary under any trust created hereunder, and without regard to
any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary.
ARTICLE X
Trustee Powers
During the continuance of any trust created hereunder, the Trustee shall possess,
among others,the following powers, exercisable without prior court approval,but in all cases to be
exercised for the best interests of the beneficiaries:
(A) To retain any investments so long as the Trustee may deem it
advisable so to do, including securiries owned, issued or underv✓ritten by any
corporate Trustee or any of its affiliates.
(B) To vary investments, when deemed desirable by the Trustee, and to
invest in every kind of property and type of investment, including securities owned,
issued or underwritten by any corporate Trustee or any of its affiliates, or as to
which such Trustee or its affiliate acts as investment advisor, as the Trustee sha11
deem wise.
(C) To exercise any outstanding stock option in effect at the Settlor's
death, and to borrow any necessary funds from any person or institution, including
the Trustee, to mortgage or piedge any or all real or personal property as the Trustee
in the Trustee's sole discretion shall choose without regard for the dispositive
provisions of this Agreement.
(D) In order to effect a division of the principal of any trust or for any
other purpose,including the fmal distribution of any hust,the Trustee is authorized
to make said divisions or dishibutions of the personalty and realty partly or wholly
in kind. If such division or distribution is made in kind, said assets shall be divided
or distributed at their respective values on the date or dates of their division or
distribution. In making any division or distribution in kind, the Trustee shall divide
and distribute said assets in a manner��hich will fairly allocate any unrealized
appreciation among the beneficiaries.
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(E) To sell either at public or private sale and upon such terms and
conditions as the Trustee may deem advantageous to any hvst, any or all real or
personal estate or interest therein owned by any trust severally or in conjuncrion
with other persons or acquired by the Trustee(including selling "short" any ri�t,
privilege, option or asset), and to consummate said sale or sales by sufficient deeds
or other instruments to the purchaser or purchasers, conveying a fee simple title, free
and cleaz of all trust and without obligation or liability of the purchaser or
purchasers to see to the application of the purchase money or to make inquny into
the validity of said sale or sales; also,to make, execute, acknowledge and deliver
any and all deeds, assigunents, oprions or other writings which may be necessary or
desirable in carrying out any of the powers conferred upon the Trustee in this
pazagaph or elsewhere in this Agreement.
(F) To make leases of real estate for any term.
(G) To borrow money from any parry, including the Trustee,to pay an
indebtedness of the Settlor or of the Settlor's estate or trust, expenses of administra-
tion, all estate, inheritance and similaz taxes (hereinafrer referred to as "Death
Taxes") and other taxes.
(H) To pay, in the Tmstee's discretion, without reunbursement, ali costs,
Death Taxes or other t�es, expenses and charges in connection with the administra-
tion of the Settlor's estate or trust, and to pay the funeral expenses and the expenses
of the last illness of the Settlor.
(n To vote any shares of stock which form a part of any trust and to
othenvise exercise all the powers incident to the ownership of such stock;to actively
manage and operate any incorporated or unincorporated business, including any
j oint ventures and paztnerships, and to incorporate any such unincorporated
business, with all the rights and powers of any owner thereof.
(7) In the discretion of the Trustee, to unite with other owners of similar
properiy in carrying out any plans for the reorganization of any corporation or
company whose securities form a part of any trust.
(K) To assign to and hold in any trust an undivided portion of any asset.
(L) To hold investments in the name of a nominee.
(M) To select, employ and compensate any person, fum or corporation
engaged in rendering investment counsel advice to advise the Tmstee in making
investments, managng securities or making decisions conceming the purchase,
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retention, sale or other disposition of any part of any trust estate hereunder; and to
select, employ and compensate any attorney or firm of attomeys to render legal
services to the Trustee with respect to any trust estate hereunder.
(I� To divide any h-ust hereunder into two or more separate,but
identical,trusts. To divide any h-ust hereunder which would have a generarion
skipping transfer tax inclusion ratio other than one or zero, into two separate trusts
which are fractional shares, known as the "exempt trust" and the "nonexempt trust".
The exempt trust shall be that fractional shaze of the total trust fund that has a
generation skipping transfer ta�c inclusion ratio of zero, and the nonexempt trust
shall be the remaiiung fractional share of the trust,with a generation skipping
transfer tax inclusion ratio of one. The terms and conditions of the nonexempt trust
and the exempt trust will be identical. Any referenced to a trust created under this
Ageement, without a further specification or lunitation, shall be deemed to refer to
both the exempt hust and the nonexempt trust, in proportionate amounts,where
relevant. The assets of each separate exempt and nonexempt trust shall be held,
administered and invested as separate trusts, and the Trustee shall maintain adequate
accounting and records for both such ti-usts. The executor of the Settlor's estate shall
indicate on the federal estate tax retum filed for the Settlor s estate that separate
h�usts will be created(or funded) and cleazly set forth the manner in which the trust
is to be severed and the separate trusts funded.
ARTICLE XI
Survival Presumbtions
Any person, other than Settlor's Spouse,who shall have died at the same time as the
Settlor or under such circumstances that it is difficult or impossible to detemune who shall have
died first, shall be deemed to have predeceased the Settlor. If Settlor's Spouse and Settlor shall
have died at the same time or under such circumstances that it is difficult or impossible to
determine who shall have died first, Settlor's Spouse shall be deemed to have survived the
Settlor. Any person other than the Settlor who shall have died at the same time as any then
beneficiary of income of a hust created hereunder or under such cucumstances that it is difficult or
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impossible to determine who shall have died first, shall be deemed to have predeceased such
beneficiary.
ARTICLE XII
Trustee's Duties With Respect to Policies
The Trustee shall not be obligated to pay any premiums or assessments on any of the
Policies and shall be under no obligation with respect to the Policies, except for safekeeping during
the Settlor's lifetime and to the extent othenvise eapressly a�eed to herein.
ARTICLE XIII
Settlor's Reserved Riehts
With Respect to Policies
With respect to any of the Policies, the Settlor reserves to himself, during his
ownership of said Policies and during his lifetime, all rights,payments, dividends, surrender values
and benefits of any kind which may accrue on account of any of the Policies, and the ri�aht at any
tnne to assigi,pledge or use said Policies, or any of them, or to change the beneficiary thereof to
borrow money thereon, or for any purpose, without the consent, approval or joinder of the Trustee
or any beneficiary hereunder. It is the intent of the Settlor,with regard to said Policies, that this
Ag-eement shall be operative only with respect to the proceeds of such of the Policies as may be
due and payable to the Trustee at the time of the death of the Settlor or thereafter, after deducfion of
all charges against the Policies by reason of advances, loans,premiums or othen�ise; and the receipt
of the Trustee for such proceeds shali release the insurance companies from liability on the Policies.
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ARTICLE XIV
Collection of Policv Proceeds
The Settlor agrees and duects that, upon the Settlor's death, the proceeds of all
Policies which are then subj ect to the terms of this Agreement shall be paid in accordance with the
directions then set forth in said Policies or the beneficiary desi�ations then attached thereto. In the
event the proceeds of said Policies are payable to the Trustee, the Trustee may institute any
proceeding at law or in equity in order to enforce the payment thereof, and may do and perform any
and all other acts and things which may be necessary, for the purpose of collecting any sums which
may be due and payable under the terms of said Policies; it being distinctly understood, however,
that the Trustee shall not, except at the Trustee's option, enter into or maintain any litigation to
enforce the payment of said Policies until the Trustee shall have been guaranteed indemnification,
to the Trustee's sarisfaction,by one or more of the beneficiaries of this Ag�eement against all
expenses and liabilities to which the Trustee may, in the Trustee's judgnent,be subjected by any
such acrion. The Trustee is authorized to compromise and adjust claims arising out of the Policies,
or any of them,upon such terms and conditions as the Trustee may deem just, and the decision of
the Trustee shall be binding and conclusive upon all persons and corporations interested therein.
ARTICLE XV
Successor Trustees
(A) In the event MARY ANNE MOREFIELD or JOHN A.
MOREFIELD should fail or cease to serve as Trustees during the Settlor's lifetime,
the survivor shall serve alone and if neither can serve during the Settlor's lifetime,
then Settlor's sons, JOHN DAVID MOREFIELD and JAMES FREDERICK
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MOREFIELD shail become Co-Trustees hereunder. Upon the death of the Settlor,
HERSHEY TRUST COMPANY shall become a Co-Trustee of the Unified Credit
Trust under ARTICLE V. John David Morefield and James Frederick Morefield
shall be Co-Trustees of any Grandchild's Trust arising hereunder.
(B) An individual Trustee shall be deemed to have failed to serve as
Trustee hereunder if, among other reasons,the treating physician of such individual
Trustee shail certify in writing that such Trustee possesses permanent mental or
physical incapacities which preclude such Trustee from discharang his or her duties
as Trustee hereunder.
(C) Any Tmstee serving hereunder shall have the right to resign from
such office at any time,with or without cause and without Court approval. No
successor Trustee shall be liable for the acrions of the Trustee occumng prior to the
successor Trustee taking office.
(D) Subsequent to the Settlor's death,the Settlor's Spouse so long as
Settlor's Spouse is living and thereafter the Settlor's children living from time to
time, by maj ority vote, shall be authorized,by written notice directed to the Trustee,
to remove any corporate Trustee, for any reason, without cause and without Court
approval, and replace said corporate Trustee with another corporate Trustee having
fiduciary powers and appoint a corporate Trustee to serve as Trustee or Co-Trustee
of any Grandchild's Trust hereunder. If there is ever only one Trustee sen ing
hereunder and no successor is herein named, such sole Trustee may,by written
notice directed to the life tenant and the Trust, desiglate his or her successor(s) or
Co-Trustee(s)to serve with him or her, any such designation to be effective
without court approval.
(E) Notwithstanding anything to the contrary herein contained, so long
as a Trustee or the issue of such trustee is a beneficiary of any trust hereunder, such
Trustee shall not participate in any discretionary determination of the Trustee(i) to
make h-ust distributions to or for the benefit of such Trustee or his or her own issue;
or(ii)to terminate any trust for the benefit of such Trustee or his or her issue under
the ARTICLE hereof captioned "Additional Trust and Trustee Provisions".
(F) All references herein to the °Trustee" shall refer to the originally
named Trustee(s) and to any successor Co-Trustees or sole successor Trustee, as the
case may be.
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ARTICLE XVI
Additional Trust and Trustee Provisions
(A) If there should be established by the Settlor or the Settlor's Spouse,
either in a Last Will and Testament or by inter vivos Deed or Agreement,trusts
identicai to the trusts herein estabiished for the benefit of the Settlor's issue, the
Trustee herein shall have the right and power to merge trusts herein established with
identical trusts for the same beneficiaries established by the Settlor or the Settlor's
Spouse and to operate each of the merged h�usts as a singie trust.
(B) VJhenever the Trustee, in the Trustee's sole discrerion, deteimines
that any trust hereunder should be terminated because said trust is too small to
justify its maintenance as a separate riust,the Trustee,without any liability to any
person or remainderman whose interest may be affected thereby and without the
necessity of prior court approval, shall terminate such trust and shall distribute the
assets of the ternvnated trust outright to the individual or individuals at that time
eligble to receive the income therefrom. If any additions to any such trust are
received after its ternunation under this ARTICLE, such hust shail be revived and
this provision shall continue to apply to it. The Trustee discretion herein�anted
shall in no event be conshued as giving any potential distributee of a trust the right
to compel a termination in whole or in part of such trust.
ARTICLE XVII
Custodian
If at any time any individual under the age of twenty-one years shall be entitled to
receive any assets hereunder free of trust, the Trustee hereinafter named or such person or
institution appointed by such Trustee shall act as Custodian of such assets for the benefit of such
individual under the Pennsylvania Uniform Transfers to Minors Act.
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ARTICLE XVIII
Surety and Compensation of Trustee
The Tmstee sha11 serve without the duty or obligation of filing any bond or other
security and any corporate Trustee shall be entitled to compensarion for services in accordance with
the standard schedule of fees in effect when the services are rendered.
ARTICLE XIX
Revocabilitv
The Settlor may,by instrument in writing delivered to the Trustee, modify, alter or
revoke this Agreement in whole or in part;provided,however,that the duties,powers,
compensation and liability of the Trustee shall not be changed without the written consent of the
Trustee.
ARTICLE XX
Death Taxes
All inheritance, estate and similaz taxes becoming due by reason of Settlor's
death, except any taxes relating to generation skipping transfers imposed under Chapter 13 of
Subtitle B of the Internal Revenue Code, as amended ("Death Taxes"), whether such Death
Taxes shall be paid by Settlor's Executor or by the Trustee hereunder, shall be chazged to the
property passing to the Unified Credit Trust under ARTICLE V if the Settlor's Spouse sun ives
the Settlor, otherwise, out of the property passing under ARTICLE IV(B)(4); provided, however,
that if any property held in any testamentary or inter vivos trust created by Settlor's Spouse is
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includable ii1 Settlor's estate for pui��oses of any Dcath Tax, d7c�i any Da�ti1 Tux attributable to
tl�c inclusion oi� �iny such propvirty in Sc�ttiar's estate for tl�e puiposes of that D�ati� Tax shall be
paiu out of s.ich �xapert}�oa'by the recipieiits oi such p�epe�ty.
,
Al2TICLE X.�I
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� IJ� 1�iITticS5 t�%HER�OF, J0:-f\ .�.. .'�10t�'-FiELD, i�., as Settl�,�. i;4s i�ereu�ito
� aifised I1ei•hand ai;d seal, and JOHiv A. .GfOR.LFiELI�, IR �i�d M.ti.R'7` r,iv2�'�:1i0IZE�IELD, as
^�j Tnistees, havc caused tl�is Revocable A�eement of Tnisi io be si���cd al! as of day a�td year Tzrst
z
� above w;itten.
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CO:�ZMONWEALTH OF PENNSYLVANIA )
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COUNTI' OF DAUPHIN )
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On this, tl�e � ' day of � iit,�ti,� Z006, belore m�, e notary public,
thc undcrsi��zcd oFficer, personally appeared 1DHI� A. i'��lOREFIELD, IR., la�o���n to me (or
�� s�tisfactorily provan) to be the person �ahose itame is subscribcd ,o the ���ilhii� .��ecincnt, and
acknowledged that l�e cxecuted the saiz�e for tl�e �uiposes tt�erein contained.
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� � IN �VITNESS WHEkEOF, I heicut.to s�t my hand aud oFricial seal.
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� COMfJ�ONWEALTH OF PENNSYLVAN{A
Naarial Seal
Jo,ann Seker,Naary Public
C�y Of Harisburg,Dauphin County
' I MY Canmission�pi2s Jurw 30,2�7
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GOGNTY C7F DAUPHIN )
On this, the � �` �
� �j day oF ����.d_C.zC�.c _, ?00G� before me, a notary public,
the undersi�ited of�cer,per�onaiiy appeared`IvI.�RY A.'�7?vE I�;OREFILi.,D,i:u;o�l°n to c�e {ffr
sa�isfaeic�rily p=o�en) to be the gersoiz whose z7�me is suit�scrit�ed to t;�e v��itt-:ui A��eemeii�, �ad
aclmo�vled�;led thaC sl7e executed tlie same for tl7e puiposes thereii� contained.
I1��NITNESS 1G-HEIZEOr, I;�ereunro set�71;;i�z�i7�i and offici�i sual,
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! (SEAL;
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� , Noartal Seal
. �� JoAnn Seker,Ndzry Public �
.. ��ty bf Harrisburg.Dauphin Caunt�,
M}`Gmtmissica E�ires,tur,a 30.2�.`}7
. ' M1iember,Pennsylvanie.A.;.xanbn oi Notad_;
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FIRST AMENDMENT TO 2006 RESTATEMENT OF
THE JOHN A. MOREFIELll, JR. REVOCABLE
AGREEMENT OF TRUST
� THIS FIRST AMENDME'VT TO THE ?006 RPSTATbMENT is inade and
entered into this �yday of�g,�„�y . _O1Q by and betv,�een JOHN A.
��, MORPFIELD, JR.. of Mechanicsburg. Ctunberland County. Pem7sylvania (the "Settlor"), aizd
� JOHN A. MOREFIELD, JR. and MARY AN�v'E MOREFIELD, of MechanicsburE. Cumberland
� Cotmty, Pennsy�lvania (the "Trustees")
', W�ITNESSETH:
WHEREAS, on June 5, 3006, JOHN A. �QOREFIELD, JR., as Settlor. and JOHN
�� A. MOREFIELD, JR. and MARY ANNE MOREFIELD, as Trustees entered a 2006 Restatement
I of Revocable Agreement of Trust (hereinafrer the "2006 Restatement") which restated an
�,i 4�''?E�7??1?t Ot TTllc? OI_�i^glly opt?!'Eil ^?1 J311ll3!� 1. �Q'�; 3^C;
WHEREAS, under Article XIX of the 2006 Restatement, the Settlor reserved the
� right to amend the Trust which is the purpose of this i�strument.
NOW, THEREFORE. thz Settlor hereby amends the 2006 Restatement as
foL'ows:
! 1 . If Settlor's Spouse survi�es the Szttior and disclaims all or any portion of
the remainder of the Trust Assets passing to Settlor's Spouse imder ARTICLE IV(,a)(4), such
disclaimed propert}� shall be retained by the Trustee, IN FURTHER TRL�ST]vLVERTHELESS.
to be held, administered and disposed of pursuant to the terms of the Unified Credit Trust under
ARTICLE V.
-�-o-,,..i
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�, TI�� WITIVESS w'HEREOF, JOF-IN A. MOFtL-FIELD, JR., as Settlor, and 10I-iN A.
MOREFIELD, JR. and MARY AN:vE MOREFIELD. as Trustees,have ]�ereunto affixed their
ha�7ds and seals to this First Amendment to the 3006 Restatement of Revocable Agreement of Trust.
al] on the date first above v✓ritten.
SETTLOR:
� � (SEAL)
J hn :S. Morefi , Jr.
WITvESSES: TRliSTEES:
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, Vi`; ��., � . ..;;�?% �.� � (SEAi,j
ohn A. Moref d. Jr.
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— ���.:,.��, �''� . .,_� ,�.., rli2'! A �; r�� rh v�� � i c i C�EAL)
Marv Anne Morefield
We, the undersiened, hereby certify that the foregoing First Amendn:�nt to the
�(1Q�i RPStB!�]?;?:7T ���25 S'�I12'�. Se81P�, �ll�'1,��7P'� 3P� ��C13IN.�i b`,' I:i? &}+�n,�,�..n3:T!P.i C.PLtlp1�� ;n t},r>
presence of us, who, at his request and in his presence and in the presence of each other, 1�ave
, hereunto set our hands and seals the day and year above written. and ��.�e certify that at the time of
the execution thereof, the said Settlur was oi sound and disposin�mind and memory.
WITNESSES: jj �
x �-v'✓v�l ��C�' (SEAL) �3�d r i"�-,. ;��ns�'x �-�,� i:Cci � �f3cf
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� STATEOF ��1ii ��J�"� )
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COUNTY OF �� ii}����j�_ )
, � � �
On this. the (,�_day of 'j-��;• , 2010, before me. a notaiy public,
the undersiened officer, personally appeared M.ARY ANNE MOREFIELD and 10HN A.
MOREFIELD. JR.. known to me (or satisfactonly proven) to be the persons wl�ose names a�e
subscribed to the within .�vnendment, and aclazowledged that they executed the same tor the
puiposes therzin contained.
Ilv WITNESS WHEREOF. 1 hereunto set my hand and official seaL
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Notary Pu c j
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My Commission Expires: 7/��°�
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(SEAL)
' hsnua Porter
� Nctary Publfe-Adzona
Marltopa County
� !Ay Commisalon Ezpires
JuN 22,2ot2
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STATE OF
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COLElVTY OF
We:JO�ziiv A. t�1QREFIEf D. 3R.�`-�,�r� .. +�r.�%��e� C_—r rz�d
� ,the Settlor and?he Witnesses; respectively, whose names are si2ned
ta the fcregcing instrument, having been swom. do hereby declara to the undersigned officer that
: the Settlor. in the presence af che G�Jitnesses, signed said instrument, that i7e signeti voiuntarily, that
each of the ��;tnesses, in u'�e presence �f the Settlor and of each ather, si�7ed said rlmendment as a
tiuitress a-�d that ie tne 6est of thz knowledge af each witness,ihe Settlor was at the time of sound
mir.d a�7d under na constraint or undue influence.
�
J A. Morefield. . �
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Witnes's '
v��.�' �.� .� ::'/<:,.�
�X�itness
Subscnbed and acknov.%ledaed before me by JOHN A. MOREFTET.D, 7R., dze
Settlor, and subscribed and sworn to before me by!� C�iy�.1�T,�s�,��_and
�
+d���,�9� , the witnesses, all of v,hom personally appeared before and are knctivn
to rne, to be the persons that signed or witnassed the witivn instrument,and aekuct�ledged that tl�ey
siai7ed or witnessed the within instivn�ent far the pttrposes therein contait��. ar�21us �day of
,�_� ,2010. ^ '�
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t1''OS37t�' pu C �--�-�
�Zy Corrunission EY�+ires ���f(1�
(5EqL)
Joshua Pqrtef
Nqtary Pubiic-Arizona
MaNcopa County
My Commlasian Ezpires
, July 22,2042
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. '.—�^. . . . . .. . � ArtomrysDMicakdmYourSuccesa� � � . ,._�, � ��
SECOND AMENDMENT TO 2006 RESTATEMENT OF
THE JOHN A. MOREFIELD, JR.
REVOCABLE AGREEMENT OF TRUST
THIS SECOND AMENDMENT TO THE 2006 RESTATEMENT is made and
entered into dus �� day of �i'L" •��G<L-;.� , 2011, by and beriveen JOHN A.
'.vIOREFIELD, JR., of Mechanicsburg, Cumberland County; Pennsylvania (the "Settlor") and
JOHN A. MOREFIELD, JR., and NIARY ANI�TE MOREFIELD, of Mechanicsburg, Cumberland
County, Pennsylvania (the "Trustees").
WI'INESSETH:
WHEREAS, on June 5, 2006, JOHN A. MOREFIELD, 7R., as Settlor, and JOHN
A. MOREFIELD, JR. and MARY ANNE MOREFIELD, as Trustees entered a 2006 Restatement
of Revocable Agreement of Trust (hereinafter the "2006 RestatemenY') which restated an
Ao eement of Trust originally entered on January 1, 197>; and
WHEREAS, on February 19, 2010, Settlor amended the 2006 Restatement; and
WHEREAS, under ARTICLE XIX of the 2006 Restatement, the Settlor reserved the
nght to amend the 2006 Restatement which is the purpose of this instrument.
NOW, THEREFORE, the Settlor hereby amends the 2006 Restatement as follows:
into
1. The Settlor deletes the bequest to Messiah College under ARTICLE
��B)��)�fl•
2. The Settlor deletes the bequest to The State Street Academy of Music under
aRTICLB IV�B)��)�).
626298.1
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3. The Seftlor deletes the bequests ta Messiah College in ARTTCLE VII(F} and
to The State Street Academy of 2vlusic in ARTZCLE VII{3} and the shares that othenuise
would have passed ta such charities shal] be added to the share provided fo:
CHAUTAUQUA INSTITUTION under?..RTICLE VII(A}.
�. 'The Settlor hereby deletes all references ta "Hershey Trust Company" and in
lieu thareof insarts "THB BRI'N MAWR T'RUST COMPANY."
IN WITNESS WHEREQF, 70HN A. MOREFIELD, JR., as Settlar, and JOHN A.
MOREFZEZD, JR., znd ?vL4RY A2v`NE MORBFZ£LD, as Trustees; have hereunto affixed fr�eir
hands and seals to this Second Amendnaent to the 2006 Restatement of Revocable Agreement of
Trust, all on the date first above written.
SETTLOTt:
��zti � ���z�_�sEp.1.>
�e A. Mare�eld,Jr. ;'.
We, the undezsigned, hereby certify that the foregoing Trust was signed, sealed,
pubiished and declarad by tha abave-namad Settloz, in the presence of us,wha, at hss request and in
his presence and in the presence of each other, have hereunto set our hands and saals the day and
year above written, and we certify that at the tirne of the execution thereof, the said Settlor was of
saund and disposing mind and memory.
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` One South Market Square, 12tn Floor
HarrishuCg.,PA 17108-1146
717-233-5731
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The Trustees hereby accept this Second Amendment to the 2006 Restatement.
TRtiSTEES:
� GCc�,
o / A.rMorefield, f:
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Mary Anne Morefield
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COMMONWEaLTH OF PENIvSYLVANIA )
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COUNTY OF DAtiPHIN )
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On this, the _� day of L-' C. °t- , 2011, before me, the undersigned
o�cer; personally appeared MARY A1VNE MOREFIELD, known to me (or satisfactorily
proven) to be the person whose names are subscribed to the within instrument; and
acknowledged that she executed the same for the purposes therein contained.
IN V,iITNESS ��HEREOF, I hereunto set myhand and official seal.
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Notary Public
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COMMONWEALTH OF PENNSYLVANIA .
SS:
COU?VTY OF DAUPHIN
We, JOHN A. MOREFIELD, JR.; �K�i�.t 't :i���'�~ and
� .
f�:�-, �� � „cx?yr�-�( , the Settlor and Trustee, and the Witnesses, respectively, whose
;
names are signed to the foregoing instrument, having been swom, do hereby declare to the
undersigned officer that the Settlor, in the presence of the Witnesses, signed said instruinent, that
they signed voluntarily, that each of the witnesses, in the presence of the Settlor and of each
other; signed said Trust as a witness and that to the best of the knowledge of each witness, the
Settlor was at the time of sound mind and under no constraint or undue influence.
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1 �re e d Jr.
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Witness
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Subscribed and acknowledged before me by JOHN A. MOREFIELD, JR., the
� /
Settlor and Trustee, and subscribed and sworn to before me by�•�I�;.;i�;�tr'�''�
and ����„��rl' � ��(,r:Trv�; the witnesses, all of whom personally appeared before and are
known to me, to be the persons that signed or witnessed the within instrument, and
acknowledged that they signed ar witnessed the within instrument for the purposes therein
contained, on this `?_day of l' C.-L�--� , 20ll.
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Notary Public `'
My Commission Expires:
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AMmrys Ded'uated fo Ymn Succets„
THIRD AMENDMENT TO 2006 RESTATEMENT OF
THE JOHN A. MOREFIELD, JR.
REV'OCABLE AGREEMENT OF TRUST
THIS THIRD AMENDMENT TO THE 2006 RESTATEMENT is made and
' entered into this � 4 day of �' C-`� • . 2012, by and between JOHN A.
MOREFIPLD; JR., of Mechanicsburg, Cumberland County, Pennsylvania (the "Se�tlor") and
JOHN A. MOREFIELD, JR., and ?v1?RY r11�".�'E MOREFIELD, of Mechanicsburg, Cumberland
County, Pennsylvania(the "Trustees").
�?JITNESSETH:
WHEREAS, on June 5, 2006, JOHI�? A. MOREFIELD, JR., as Settlor; and JOHi�T
A. MOREFIELD. JR. and MARY ANNE MOREFIELD; as Trustees entered a 2006 Restatement
of Revocable Aereement of Trust (hereinafter the "2006 Restatement') which restated an
.Agreement of Trust originaily entered on?anuary 1, 1975; and
WHEREAS, on February 19, 2010, Settlor amended the 2006 Restatement; and
WHEREAS, on October 5, 2011, Settlor amended the 2006 Restatement; and
' ��ZIEREAS, under ARTICLE XIX of the 2006 Restatement,the Settlor reserved the
riaht to amend the 2006 Restatement which is the purpose of this instrument.
' NOW, THEREFORE, ihe Settlor hereby amends the 2006 Restatement as follows:
��� into
l. The Settlor revokes the bequests to the Settloz's grandchildren under
i
ARTICLE IV(A)(2) and ARTICLE IV(B)(2).
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2. The Settlor hereby revokes ARTICLE VI and in lieu thereof provides the
following new ARTICLE VI:
ARTICLE VI
The Grandchild's Trust
The Trustee sha11 have, hold, manage, invest and reinvest the assets of each
Grandchild's Trust, collect the income and
(A) Until the beneficiary of the Grandchild's Trust (the
°Grandchild") shall have attained the age of twenty-two yeazs,the Trustee
shall from time to time pay far the benefit of the Grandchild such amounts of
the net income and principal of the Grandchild's Trust as, in the sole
discretion of the Trustee, shall be necessary for the Grandchild's medical and
nursing care and education, including undergaduate but not graduate
education, taking into consideration any otk�er means readily available ior
such purposes. At the end of each year any unexpended income shall be
added to the principal of the Grandchild's Trust.
(B) Afrer the Grandchild shall have attained the age of twenty-
two years,the Trustee shall thereafter pay to the Grandchild from the net
income derived from the Grandchild's Trust and, if the net income is not
sufficient,then from the principal, only such amounts as, in the sole
discretion of the Trustee, shall be necessary for the Grandchild's medical and
nursing care; taking into consideration any other means readily available for
such purposes. At the end of each year any unexpended income shal] be
added to the principal of the Grandchild's Trust.
(C) If at the time of the creation of the Grandchild's Trust the
Grandchild shall have then attained the age set forth below or if the
Grandchild shall thereafter attain that age, my Trustee shall distribute
outright to the Grandchild the fractional portion of the then remaining
principal of the Grandchild's Trust set forth below:
Age Fractional Share
35 yeazs One-half
40 years Balance then remaining
(D) If a Grandchild shall die before final distribution of the assets
of the Grandchild's Trust is made,the then remanung principal and any
-2 -
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undistributed income of the Grandchild's Trust shall be distributed to the
Grandchild's issue living at the Grandchild's death, per stirpes;provided,
however, that if any such issue shall not then have attained the aee of forry
' years, each such issue's share shall be retained by the Trustee as a separate
' trust estate. IN TRUST NEVERTHELESS,each to be held, administered
and disposed of in accordance with the provisions of this ARTICLE for the
benzfit of each such issue (the °Grandchild's Trust"). If the Grandchild has
no issue then livine, then to the issue then living of the parent of the
� Cnandchild«�ho was a child of the Settlor, per stirpes, or,if such parent shall
have no issue then living, to Settlor's issue then living, per stirpes;provided,;
however, that if any such beneficiar�� is ihen a beneficiary of a Grandchild's
Trust hereunder; the share of such beneficiary shall be added to the principal
of such Grandchild's Trust, as if an integrai part thereof, to be held,
administzred and disposed of in accordance with the terms hereo£ If the
Settlor has no issue living at the termination of the Grandchild's Trust,the
rzmainin� assets of the trust sha11 be distributed pursuant to ARTICLE VII
hereof.
; 3. Settlor hereby deletes the refeience to "age of twenty-five years' and in each
instance xeplaces it with The "age of forty years ' in the following pazagraphs: ARTICLE IV(A)(1);
i
� ARTICLE IV(B)(1); ARTICLE IV(B)(4); and ARTICLE V(B).
,' IN WITNESS WHEREOF, JOH'�I A. MOREFIELD; JR., as Settlor, and JOHI�' A.
� MOREFIELD; JR., and MARY ,SIv'NE MOREFIELD, as Trustees, have hereunto affixed their
; hands and seals to this Third Amendment to the 2006 Restatement of Revocable Agreement of
� Trust. all on the date first above «ritten.
SETTLOR:
�w. i. ���.G�` � (SEAL)
�� J�ot�n A. Moxefield.�Jr. ✓
� We, the undersigned, hereby certiiy that the foregoing Trust v:as si�ed, sealed,
published and declared by the above-named Settlor, in the presence of us; who. at his request and in
,
,� __ _ __ _ __-----
his presence and in the presence of each other; have hereuntb set a�r hands and seals the day and
year above �7itten; and we certify that at the time of the execution thereof; the said Settlor was o£
sound and disposin� mind and memory.
«�'ITNESSES:
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The Trustees hereby accept this Third.4mendment to the 2006 Restatement.
TR[;STE�S:
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C.�hn A. I�Sarefrel�, 7r. �
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Mary Anne Morefield
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COMMON�%EALTH OF PEN2�iSYLZr.1NIA )
�, ) SS:
COU?vTY GF L_:.. ..,,-�-, 1�.-� }
' C�n this, the >;{. _ day of `���~ '`— . ?012, before rne, the undersigned.
officer, personall}� appeared ?�4ARY AtvTE MOREFIELD. known to me (oT satis�'actorily
pratier} to be the persan whase nar,es are subscribed to the Mithin �nstrument, and
3ckno���ledved'hat ehe executed the same for the purpnse�therein contained.
I'�� SX%III�ESS WHE,REOF, I hereunta set my hand and official seal.
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COTJNTY (7F l_ .:U.� �� -
� We, 70HN A. MOR�,PiELI�, 7R. �-=a�i`�.:_:�- '"r`�....';•'��..F and
��--�--� '-..'� ''<-.�== �--"'' , the Settlor and Trustee; and the�Ji�-iec&es,re�pect?v�ly, wh�se
� names are signed to the foregaing instrument, having been sworn, do hcxeby declare to the
unilersigned off cer that the Settlor, in the presence of the JTitnesses: signed said instrument; #hat
thev signe� vvluntaril;�; that each of the ti��itnesses, in ihe �resence of th� Set�lo: and of each
other; signed said Trust as a w�itness and that to the be�sY of the knowledge oi each witness, the
Settlor was at che time of saund mind and under no constraint or undue influence.
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3�ohn A. More$e1d, 7i�
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Subscribed and ac;cnou>ledged before me by ?0 ' ?, MOREFIL-LD, JR., the
Settlor and Trustee, and subscribed and sworn to before me by ��—= `��:�=� _'`� ���-«--;=�
�-
, and Er,��,� �� - �='--='«'-`�, the witnesses; ail of whom personally appeared before and are
; knoun io me, to be the persons �hat si�ed or s�7tnessed the ti�ithin instrument, and
acknowledged that they signed or witnessed the within instrumant for the purpases therein
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contained, on this day of_ ��-%C,�,� , 2012. -
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