The URL can be used to link to this page

Home My WebLink About08-05-13 � � � 1505611186 REV-'150U �X t��-„>t�>> OFFICIAL USE ONLY PA Department of Revenue Bureau of individuai Taxes County Code Year Fite Number ��a��$��a� INNERITANCE TAX RETURN �� /� �� ni�b�,�,PA 17128-060i RESlDENT DECEDENT ��'� � ENTER DECEDENT iNfURMAT{4N BELOW Sociai Security Number Date af Death MMDDYYYY L}ate of Birth MMr�D�tYYY 02120/13 03/16/26 Decedent's Last Name Suffix Decedent's First Name M i ANLIOT RICHaRD (if Applicable)Enter Surviv�ng Spause'.5 I11�01"CC11t1011 B�'IOW Spouse's Last Name Suffix Spouse's First Name M! Spouse's Social Secunty Number THIS RETURN MUST BE�I�ED!N DUPI.ICATE WITH THE REGISTER OF W1LL.S FtL�tN APPRQPRtATE BOXES BELOW , � 1. Original Retum � 2. Supplemental Retum � 3. Remainder Retum{Date of Qeath �' Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future interest Compromise(date of ❑ 5. Federal Estate Ta�c Retum Required death after 12-12-82) Q6. Decedent Died Testate � 7. Decedent Maintained a Living Trust 4 8. Total Number of Safe Deposit Ba�s (Attach Copy of Will} (Attach Gapy af Trust.) ❑ 9. Litigation Proceeds Received ❑ 1 t�.Spousal Poverty Credit(Date of Death ❑ 'I 1. Elec#ian ta Tax under Sec.8113tA) Be#ween 12-31-91 and 1-1-95} {Attach Schedule O} CORRESPONDENT- THtS SEGTION MUST BE COMPLETED.AL�CORRESPpNDENCE AND CONFIDENTIAL TAX INF TION SHOUL�DIRECTED TO: Narne Daytime T�,pt�e Numbefw � � � � � � � � C RYSTAL K. MART I N, EA ��, �� ., �; � � Fi�Si;��"R«?"WI�1�S,�lSE t�Nt.Y�.� g��...� � � r&� � . �s...! °""��i First l.ine af Address �'� � �� ,',�-� � "� _ a"3 �; "��t SMOKER SMITH &ASSOC ` �' �� Mm��M �� Second Line of Address � �:� c� 339 W GC3VERN{�R RQ �' City or Post Qffice State ZfP Cale DATE FELEE} HERSHEY PA 17Q33 ' �orrespondenrs e-ma�N ac�dress; (:MARTIIrI�SMC�KERSMITH.COM Under penalties af perjury,1 declare that!have e�mined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is t�ue,cacrect and compiete.Declaration of preparer other than the personal representative is based on all infoRnation of wh►ich preparer has any knoaAedge. S1��NAiURE OF PERSON RESPQNSIBLE FOR FILlNG RETURN DATE ��ss ;-.�.��-�. p I�I,� : 271 RAKE FACTtJRY RD, BIG�ERVI�LE, PA 17307 S TUR F PREPAR OTHER THAN REPRESENTATIVE D TE � ��4 �r :�.�.- r� ADDRE SMOKER, �MITH &ASStJC, 3391N GOVERN�R RD, NERSHEY, PA 17033 � PLEASE USE ORIGINAL �ORM t3NLY �ide 1 1505611,],86 �,505b117,86 � � 2W4647 1.OQ0 � � 1505611286 REV=1500 EX(F{} Decedent's Socia!Security Number ��e��s Na�,�:ESTATE (�F RICHARD ANLIC?T RECAPITUtAT1C}N 1. Real Estate(Schedule A} . . . . . . . . . . . . . . . . . . . . . . . . . . . . .� 2. Stocks and Bonds(Schedute B}. . . . . . . . . . . . . . . . . . . . . . . . . �. 114,57C}.55 3. Glosely Held Corporation,Partnership or Sale-Proprietorship(Schedule C}, , , . , �. 4. Mortgages and Nates Receivable(Schedule D) . . . . . . . . . . . . . � . . , q. 5. Cash,Bank Deposits and Miscefianeous Personal Property(Scheduie E} , , , , , 5. '��,57a.�� 6. Jointly Owned Property(Schedule F} � Separate Bilting Requested , , , , g_ 7. lnter-Vivos Transfers 8�Miscellaneous Non-Probate Properly (Schedule G) � Separate Billing Requesfed . . . . 7. '�'��i,��$.$�. 8. 7otal Gross Assets(total�ines 1 through 7) . . . . . . . . . . . . . . . . . . g. �L�1�l��g.�g 9. Funeral Expenses and Administrative Cosfs(5chedule H). . . . . . . . . . . . . g. 12,�'rJ7.7� 1 Q. Debts of Qecedent,Mortgage Liabilities,and Liens{Schedule!? . . . . . . . . . 10. �,�$�.��' 1'I. Tatal Deductions(tatal L9nes 9 and 9Q). . . . . . . . . . . . . . . . . . . . . 11. ��,7�7.�gi 12. Net Va1ue of Estate{Line 8 minus�ine 11j . . . . . . . . . . . . . . . . . . . 12. 2(��,814.4� 13. Charitable and Governmerttal BequestslSec 9113 Trusts far which an electian ta tax has not taeen maci�{Scheclule J}. . . . . . . . . . . . . . . . 13. i 1 A�. Net Vaiue Subjec#to Tax(Line 12 minus�.i�e 13} . . . . . . 14. Zfl�,$��.�� ? TAX CALGULATlQN-SEE INSTRUCTIONS FOR APPLICAB�E RATES 15. Amount af Line 14 taxable at the spousal ta�c rate,or transfers under Sec.9116 (a)(1.2)X.0_.. 15. 16. Amount of�ine 14 taxable ' at�inea�rate x.o�...5 204,$14.43 �� 9,216.65 17. Amount of l.ine 14 ta�able at sibling rate X.12 17. 1$. Amount of�ine 14 ta�abie at collatera!rate X.15 .�� 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �s. 9,216.f5 20. FILL�N THE BOX IF Y(7U ARE RECtUESTING A REFUND t3F AN OVERPAYMENT � Side 2 � 15D561128b 1505611286 � 2wasas�.aao , � REU 1500 EX(Fi) Page 3 File Number 21-13-4286 Decedent's Com tete Address: DECEDENTS NAME RICHARQ ANLlQT STREET RQDRESS 3�a MESSIAH CIR C�N STATE ZiP MECHANlC�BIJRG PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1} �.2��.��J 2. C�edits/Payments A.Prior Payments ��,d��.dd �.o�s�� 4sa.g3� Tota!Credits{A+B} {2� 10,460.$3 3. tnterest (3} 4. If Line 2 is greater than L.ine 1+Line 3,enter the difference.7his is the OVERPAYMENT. Fil!in box ar�Page 2,Line 20 to requesta refund. (4) 1,2��.18 5. If Line 1 +�ine 3 is greater than Line 2,en#er the difference.This is the TAX QUE. (5} Make check payable to: REGISTER t3F WILLS, AGENT. r ^�e s ,�` �..ar- � �,�,�,- . s .��. ; a >`'"� '�`i. f5z v .,S tr..�s' '°;. r >�` c z ^s� 1, - �. �n:��i 1L r��.t�a!�.*�� , �`,r�E.� -w- � -,'�- ",� s.s�° � �5 +��` �n''�; 3.�,. ,i 1 �` 2 , Y. ., ... .�:�� : .-. 1.: . ,;... . ..� , :iS,.........��'.-�°.F;_.�§,.>....._,:_.,r.n;,.,,�__t. _, . ._ . ._ :.L�...�:�.F,.�.�.�,.u��..'��._.�,�.a �.�3.- _,K,�.._. . _ . _:�r> ..,.k_.„'a.....:�,•.� _..,r�:��. ...,..'?t:..,. ..��..��4,5.'�.>° - PLEASE ANSWER THE FQ�L.QWING QUESTIQNS BY PLACING AN"X"IN THE APPRC�PRIATE BLOCKS 1. Did decedent make a transfer and: Yes Na a. retain the use or income of the praperty transferred . . . . . . . . . . . . . . . . . . . . . . . . ❑ b. retain the right to designate who shal!use the property transfer�ed or its incame . . . . , . , . . . ❑ ; c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ r d. receive the promise for life af either paymer►ts,bene�ts or care? . . . . . . . . . . . . . . . . . . ❑ � 2. If death occurred after Dec. 12, 1982,did deceden#transfer property within one year of death ' withaut receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank accaant or security at his or her death? . ❑ 4. L?id decedent awn an individua!retirement accaunt,annuity,or other non-probate propertar,which contains a beneficiary designatian? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � ❑ !F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PAF�T OF THE RETURN. ,� - Far dates ofi death an ar after.luly 1,1994,and before Jan. i,19�5,the tax rate imposed on the net value of trans#ers to ar far the use of the surviving spause is 3 percen#[72 P.S.§9116(a}(1.1}{i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers fo or for the use of the surviving spouse is 0 percent [72 P.S.$9116 (a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for discfosure of assets and filing a tax retum are sti(I applicable even if the surviving spause is the anly beneficiary. For dates of death on ar after July 1,2000: • The tax rate impased on the net vaiue of fransfers from a deceased child 21 years of age or younger at death ta ar for the use of a na#ural parent, an adoptive parenf or a stepparent af the child is 0 percent[72 P,S.$9116(a)(1.2}�. • The tax rate impased on the net value of transfers ta or for the use af#he decedent's lineal beneficiariss is 4.5 percent,except as noted in[72 P.S.§9196(a}(1}]. • The tax rate imposed on the net vaiue of transfers to or for fhe use af the decedent's siblings is 12 percent[72 P.S.§9116(a}{1.3}]. A sibiing is defined, under Section 9102,as an individual who has at least ane parent in common with the decedent,whether by blood or adoption. 2wasyl �.00a t 1 REV-1503 EX+(8-12} pennsylvania $CHEDULE B DEPARTMENT OF REVENUE 1NHERITANCETAX RETURN STt�CKS & BQNDS RESiDEtVT DECEDENT ESTATE OF FILE NUMBER Estate of Richard Anliot 21-13-0286 Alt property�ointty awned with right a#surviva�^ship must be disctosed on Schedute F. ITEM VALUE AT DATE NUMBER DESCRIPTIQN OF DEATH �• FMA Advisory Individual Account # 179-480312: 231.099 sh Fidelity Spartan 500 Index-Adv 12,405.39 292.238 sh Fidelity Spartan Extd Mkt Tndex-Adv 12, 601.30 1018.69 sh C?akmark Equity & Income Fd 3Q,224.53 1250.3�7 sh Westcore P2us Band Fd 13, 954.21 , 10000 GE Cap Corp Quarterly Floating Rate 9,739.00 Accrued Income - GE Cap Corp 2.11 ; 15000 New Jersey Bell Telephone (Verizon} @8.Oo I3,$51,9d Accrued Income - NJ Bell Telephone 266.67 Cash and Money Market Funds 15,525.44 TOTAL {Alsa enter on l.ine 2,Recapitulation) $ 114 S 7 Q.5 5 zwasss 2.000 lf mare space is needed,insert additional sheets of the same size � � FtEV-15Q8 EX+{08-12} pennsyivania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN R�s��rr�o�cEO�r� PERSC)NAL PR4PERTY �STA7E OF: FII,E NUMBER: Estate of Richard Anliot 21-13-0286 Inctude the proceeds of titigation and the da#e the proeeeds were received by the es#ate. AIE ro e 'ainti owned with r' ht of survivarshi must be disciased on Scfiedule F. ��M VA�.UE AT DATE NUMBER DESCR1PTIi'3N C}F DEATN 1 1. Checking Account #0513409334 14,244.4Q Metro Bank, Trind3e Rd, Mechanicsburg, PA 1?055 2 1998 Toyota Sienna Van, Kelly B1.ue Book Value, Gaod Candition 1,101.00 16�,OQ0 Miles 3 Cash on hand, Personal items 1,225.00 ;OTAL{Aiso enter on line 5,Recapitulatian} $ �� p,p p 2W46AD 2.QQ4 If more space is needed,use additional sheets of paper of the same size. � � REV-1510 EX+(08-09} S�HEDULE G pennsylvar�ia DEPARTMENTOFREVENUE iNTER ViVt3S TRANSFERS AND INHERiTANCE TAX RETURN MISC.NON-PROBATE PROPERTY RESIDEt+Cf DECEDENT ESTATE OF FILE NUMBER Estate af Richard Anliot 2I-13-0286 Th'ss schedule must be campleted and filed if the answer to any of questions 1 through 4 an page three o#the REV-150Q is yes. DESCRIPTION OF PROPERTY �TEM �r�,.u�E T►�w�oF��wa�sF�rz�.ThEtlt RELATIONSHP TO pECEDENf AhD DATE OF DEATH %OF DECD'S EXCLUSIUN TAXABLE NUMSE 7kE D�4�TE�TRMSFBt ATTA;ChtAGOPY OF TFE dEED fQR f2Efd.ESiA7E. VA�UE C}F ASSET lNTEREST 1�,4F�PUCABLE VA�UE 1. Individual Retirement Account FMA Advisory, AcC� #179-528�04 11.3,16$.84 10{� 113,168.$4 TOTAL(Also enter on line T,Recapitulation}$ ��3 16$.8 4 If more space is needed,use additionaf sheets of paper af the same size. 2W46AF 1.000 � s REV-151i EX+t1t7-09) SCHEDULE H pennsytvania DEPARTMEM OF REVENUE FUNERAL EXPENSES AN D INHERITfWCETAXRETURN ADMINISTRATIVE Ct)STS RES{L7ENT LIECEQENT ESTATE OF �lLE NUMBER Estate of Richard Anliot 23.-13-Q286 Decedent's debts must be reparted on 5chedule 1. ITEM NUMBER DESCRIPTIQN AMtJUNT A. FUNERAL.EXPENSES: � 1. Hetri.ck Funeral Hame 3,g�.5,pQ Market St, Harrisburg, PA 2 Ministers 3,�p,p(} 3 Musician, Pat Spader lpp,pp B, ADNIINISTRATIVE COSTS: 1. Persanai Representative Commissions: Name{s)of Personal Representative(s} Stree#Address City State ZiP Year{s}Commission Paid: 2. Attomey Fees: 3,0 0 0.0 0 3. Farnily Exemption:{If deceden#'s address is not the same as claimant's,attach explanatian.) C(aiman# Street Address City State ZIP Relationship of Claimant ta Decedent 4. Prabate Fees: 6 4 3.7 0 Include� Advertising 5. Accountant Fees: ��7�p,p p - 6. Tax Retum Preparer Fees: �3 3,p p 7, Vehicle Maint 5QO.Q0 Investment Management Fees - g��.p0 TC�TAL(Also entec on�ine 9,Recapi#ulation} $ 12 6 5 7.'7 Q 2W46AG 1.000 1f more space is needed,use additianai sheets af paper of the same size. � • REV-1512 EX+{12-12} pennsylvania SCHEDULE 1 DEPARTFAEhETOf REVENUE DEBTS 4F DECEDENT, INF�WTANCE TAX RETURN MORTGAGE LIAB1LiT1ES &LIENS RESIDEM QECEDENT ESTATE OF Ff�E NUMBER Estate af Richard Anliot 21-13-0286 Repart debts incurred by the decedent priar to death that recna�ned unpaid at the date of dea�,inciuding unreimbursed medical expenses. ��M VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. US Treasury, 2012 Federal Income Tax 1, 96$.QO 2 Garlisle Medical Group, Medical Expense 74.77 3 Alert Pharmacy, Medical Expense 364.01 4 Central Penn Mgt 317,pp 5 Dr. Sollenberger, Medical Expense l�.pp 6 Penn State Her�hey, Medical Expense 15.00 7 Lifeways, Messiah Village 4,414.00 8 Visa, Medical Expense �2�,pp TQTAL{Also enter on Line 14,Recapitulation) $ �7 p g g,7 g 2W46AH 2.000 1f more space is needed,'rnsert additianai sheets of the same size. , � REV-1513EX+(01-10) SCHEDULE J pennsylvania DEPARTMEMClF REVENUE BENEFICIARIES INNERiTAt+10E TAX RETURN RESIDENT DECEDENT ESTATE 4F: EI�E NUMBER. Estate nf Richard Anliot — RELATIONSH{P TO QECEDENT AMQUfd7 C?R SHARE NUMBER NAM1�1E At�1D ADDRESS OF PERSON(S}RECEMNG PROPERTY Do Nat List Trustiee{s} C?F ESTAI`E I TAXAB�E pISTRIBU710NS(Include outright spousal distributions and transfers under Sec.9116(a)(1.2}.J � Linda Miller Daughter 112,281.00 273 Rake Factory Rd, Big�erville, PA 17307 50o Residual 2 James Anliot Son 112,281.00 9 Quai1 Run, Hingham, MA 02043 50o Resiclual ENTER DOLL.AR AMOUNTS FC)R DiSTRIBt1TION5 SHOWN ABOVE ON LtNES 15 THROUGN 18 OF REV-1500 CdVER StiEET,AS APPROPRIATE. �� N4Sd-TAXAB�E DISTRtBUTiONS A SPOUSAL Dl57RIBUTIONS UNDER SEC110N 9113 FOR WHICH AN ELECTION T4 TAX IS NOT TAKEN: 1. B.CHAR17A8LE AND GC}VERNMENTA�QISTRIBU"Tft�NS: 1. Tt3TAL OF PART li-ENTER TOTAI NC3N-TAXASLE DISTRIBUTIt?NS{JN UNE 13{,�F REV-9500 COVER SHEET. $ If more space is needed,use additionai sheets of paper of the same size. 2W46A!1.000 , ; � ��3��=��G Pf��TO��Y iV�:�Jc �Q��y� 7�HF U�i!�{�`:�� WILL �� : . ; ' , '`. ..\ `.� ` ` .� � OF �� _ :,� �� , s. — i • RICHARD B. ANLIOT � . I, RICHARD B, ANLIDT, of Cumberland County, Pennsylvania, declare this to be my will and hereby revoke all prior wills and codicils made by me. 1. Personalty. �I bequeath to my wife, OTTILIE V. ANLIOT, all of my tangible personal property not used in business or for the production of income, including without limitation furniture, furnishings, clothing, jewelry, objects of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon, if she survives me_ If my wife does not survive me, then I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as set forth in a separate memorandum, which I shall place with my will or deposit with my attorney, to the persons therein designated, and in the absence of my memorandum or as to items not covered by such memorandum, I bequeath all said property, together with the insurance thereon, equally to those of my children who survive me. If said children are not all competent adults, or if they cannot agree on the divisions, then my executor(s) shall make the division, and may sell any items passing hereunder and distribute the proceeds. � 2. Residue. I bequeath, devise, and appoint all the rest of my property, of whatever nature and wherever situated, including property over which I hold a power of appointment, to my wife, OTTILIE V. ANLIOT, if she survives me, or, if she does not survive me, per stirpes to my issue. . 3. Survival. I� any beneficiary should die wit hin six�y (6�) da�s after me, then he shall be deerned to have predeceased me �or all purposes of this will. , 4. Spendthrift Clause. No interest af any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor sha�l any beneficiary have power in any manner to charge or encumber his interest, nor shall the interest of any beneficiary be liable or subject in any manner while in �he possession of my fiduciari�s for any � liabi3ity o� such beneficiaryf whether such liability arises from his debts, contracts, torts, or other engagernents of any type. 5. Facility a� Pavment for Minors or Incompetents. Any amounts ar assets which are payable or distributable to a minar or incompetent hereunder may, at the discretian af my fiduciaries, be paid ar distributed to the parent er guardian of such minor or incompetent, ta the person with whom such minor or incompetent resides, or directly to such minar ar incompetent, or may be applied far the use ar benefit of such minor or incompetent. _ 6. Powers. In addition to such other powers and duties as may be , gr�nted elsewhere herein or which rnay be granted b� law, my fiduciaries hereu-nder shall have th� fallowi�g powers and duties, without the neces�ity of notice to or. cansent of any cour�: �a) To re�ain all ar any part of my propertyr real or personal, in the �orm in which it may be held at the time of its receipt, including any clo�ely held business in which I have an interest and the stock of any corporate fiduciary hereunderr as _ � _ long as in th� exercise af their discretion it may be advisable �o to do, notwithstandinq that said property m�y not he of a character authorized by law. (b} To invest and reinvest any funds held hereunder in any - praperty, real or personal, including, but not by way of lirnitation, bands, preferred st�cks, comman stacks and ather securities of dornestic or foreign corparatians or investment trusts, martgages �r mortgage participations, mutu al funds w�th or without sales ar redemptian charges, and common trust funds, even thaugh such propertv would not be aonsidered appropriate ar legal for a fiduciary apart from this' pravision. {c} To sell� �onveyr exchange, partitian, give options to buy or 1Qase upon, or o�herwise dispose of any property, real ar � perso�al, at the time he�d by them, at public or private sale ar otherwi�er far cash or other consideration or on credit, and upon such terms and for such pr��e as they may de�ermine, and to convey such property free af all trusts. {d} Ta borrow money from any person, including any fiduciary hereunder, for any purpase in connection with the administratian hereaf, to execute promissory no�es or other obligat�ons far amaunts s� borrawed, to secure the pa�rnents of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. - 3 - (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, �nd to such persons, firms, or corporations as they may deem advisable. (f) To renew or extend the time for payment of any obligation, secured or unsecured, payable to or by them as fiduciaries, for as long a period or periods of time and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in � kind, or partly in cash and partly in kind. . {h) Without limitation of powers elsewhere granted therein, to hold, manage and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms and upon such conditions and rentals as they nay deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the probable period of retention under this instrument; to make repairs, replacements and improvements, structural or otherwise, in connection with any such property, to abandon any such property which they ma�• deem te be worthless or not of suff icient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings_ - 4 - {i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate to them such duties, rights and powers as they may determine, and for such periods as they think fit. � (j) To rsgister any securities at any time in their own names, in their names as fiduciary, or in the names of nominees, with or without indicatiny the trust character of the securities so registered. (k) With respect to any s?curities forming a part of the trust, to vote upon any proposition or election at any meeting of the corporation issuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any such securities with any committee, depository, trustee or otherwise, and to pay out of the assets held hereunder, any fees, expenses and assessments incurred in connection therewith, to exercise conversion, subscription or other rights, and to receive or hold � any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of conversion, subscription or other rights and generally to take all action tirith respect to any such securit ies as could be taken by the absolute owner thereof. - 5 - {1) To engage in sales, leases, loans, and other transactions with the estate of my wife or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof. (m) To exercise all elections which they may have with : respect to income, gift, estate, inheritance and ather taxes, including without limitation execution of joint income tax returns, election to deduct expenses in computing one tax or another, election to split gifts, and election to pay or to defer � payment of any tax, in all events without their being bound to require contribution from any other person: � , . (n) To operate, own, or develop any business or property ' held hereunder ia an}� form, including without limitation sole proprietorship, limited or general. partnership, corporation, associatic�n, tenancy in common, condominium, or any other, whether or not theY have restricted or no management rights, as they in their discretion think best. , 7. Taxes. I direc� that all estate, inheritance, and succession taxes that may be assessed in consequence of my death, of whatever nature and . by whatever jurisdiction imposed, other than generation-skipping taxes, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, except that any such additional taxes (and interest and penalties thereon) imposed on account of my interest :.n or power over any trust established by my wife shall be paid out of the - 6 - property held in such trust, and all other property includible in my taxable estate for federal or state tax purposes, whether or not passing under this will, shall be free and� clear thereof; provided, however, that my executor(s) may in the discretion of my executor(s) request that any portion or all of said taxes (to be paid out of the principal of my general estate) shall instead be paid out of the principal of any trust established by me, to the extent expressly authorized under the terms of said trust. - 8. Fiduciaries. I appoint as executrix hereunder my wife, OTTILIE V. ANLIOT. If my wife shouid be unable or unwilling to serve or to complete the administration of my estate, then such of my children, JAMES ANLIOT and LINDA A. MILLER, as are able and willing to serve or continue to serve shall serve in her place, and if neither of them is able and willing so to serve or continue so serving, MELLON BANK shall serve in their pl ace. My executor(s) shall serve as guardian of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any policies of insurance � on my life, and in any other situation in which the power to make such appointment exists under the laws of Pennsylvania. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care or of any co-fiduciary. No fiduc iary named herein shall be required ta furnish bond or other security for the proper performance of his duties hereunder. 9. Gender. Unless the context indicates otherw ise, any use of masculine gender herein shall also include the feminine gender. � _ � _ . IN WITNESS WHEREOF, I, RICHARD B. ANLIOT, herewith set my hand to this, my last Will, typewritten on nine (9) sheets of paper including the self-proving attestation clause and signatures of witnesses, this 3rd day of September, 1992. � ; � � ' i : ;, I � ' � �''-.�r ,'; � . J' ,. (SEAL j Richard B. Rnliot ' y�itnessed: . i/ ' , � �. ; :;, ', � ° �:.' - ��' 1 residing at � � , y� � � 'i ' . ; : : � t � , -' ' •., ' - i- { i residing at 4 •� � . ; `� , ; y i�. � , � . ; , . . �`�': i. . . �'- ` � . re s id ing at t �; i.. ` � COMMONWEALTH OF PENNSYLVANIA . . SS. COUNTY OF DAUPHIN , , • . Richard B. Anliot (the testato }� ' 1 ' r) , � i. ,: ;. . ; , . . �' � '� �. �: ' and ;. _ I� "� ` . . . (the � witnesses) , whose names are signed to the foregoing instrument, being first duly sworn, each hereby declares to the undersigned authority that the testator signed and executed the instrument as his last will in the presence of the witnesses and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes..therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will _ g _ as witness and that to the best of his knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. WITNESS: TESTATOR: ; � . . ��.. . � , � �:. � ; : • � � -;- '' '? , •� . I _i ._ i -�, ' :;_ . - Richard B. Anliot WITNESS: WITNESS: _ ' � , �, ; � � � �i _ _ , " ` . 1°..� •` r Subscribed, sworn to and acknowledged before me by Richard B, Aniiot, the �� t�stator, and subscribed and sworn to before me by ; .: - �' •'-�� ). , - • f•:�� ,� 'r t. � r' � ��-� , and :.. . . . � }' �`�� , the witnesses, this 3rd day of September, 1992. ' I _ : ' � . � i 'r;�i; ; . � ; Notary Public (SEAL) - 9 - , ,07/17/2013 13:48 717-677-9150 THE MILLERS PAGE 01/02 COMMONWEALTH OF PENNSYLVANIA SHORT CERTIFICATE COUNTY OF CUMBERLAND - : . � � I, GLENDA FARNER STRASBAUGH � - Register for the Probate of Wills and Granting �� : Le t t ers of Admini s tra ti on in and for , - CUMBEKLA1Vll County, do hereby certify that on the 25th day of March, Two 7'housand and Thirteen, Letters TESTAMENTARY in common form were granted by the Register of sa i d Coun ty, on the esta te of R/CHARD B ANL/OT , la te of UPPER ALLEN TOWNSHlP Iftisr,Middle,Lssd in said county, deceased, to L/NDA A MILLER and �r�.sr,Midd/e,cau! JAMES ANL/OT � (Fi�st,Middle,Lasf1 and Cha t same has not since been revoked. � IN TESTINIONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 25th day of March Two Thousand and Thirteen. File No. 2013- 00286 PA Fi 1 e No. 21- 13- 0286 Da te of Dea th 2/20/2013 S. S. # A � \ Registei f Wills ( 1 % eputy NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL , � }. , • �� CJ`�/ �� w�A �' ♦ . Anliot Holdings forZZ-A iot,Richard(179-480312,Individual) �� ` `d�s�, �• � Expand all " Collapse all As of 02/20/2013 Cost Unrealized Symbol Description Quantity Price Value Basis Gain/Loss Weight �' Mutual Funds FUSVX Fidelity Spartan 500Index-Adv 231.099 53.68 12,40539 11,315.86 1,089.53 1o.83% FSEVX Fidelity Spartan Extended Market Index- 292.238 43.12 12,60130 10,704.23 1,897.07 11.00°� Adv OAKBX Oakmark Equity&Income Fund 1,018.690 29.67 30,224.53 23,551.54 6,672.99 26.3890 WTIBX Westcore Plus Bond Fund 1,250377 1L16 13,954.21 13,416.24 537.97 12.1896 v Fxed Income 36%2GX66 General Elec Cap Corp Quarterly floating 10,000.00 97.39 9,739.00 9,603.50 135.40 8.50°k Rate 08/07/2018 0.543% Accrued Income 2.11 645767AY0 New lersey Bell Telephone(Verizon) 15,000.00 13235 19,851.90 20,570.00 (718.10) 17.56% 06/Ol/2022 8.000°�6 Accrued Income 266.67 w Cash and Money Funds FCASH Cash 15,525.44 15,525.44 0.00 13.55% Total 114,570.55 104,686.91 9,614.86 100.00% ✓ ' �� Tl, ��f'�S�� ' Anliot Hold ings forZZ-Anliot,w�na� �i�9-szsaoa,iRa,� ��A �c—Q--�-- � Expand all �` Collapse ail As of 02/20/2013 Cost Unrealized Symbol Description Quantity Price Value Basis Gain/Loss Weight �' Mutual Funds FSEVX Fidelity Spartan Extended Market Index- 327307 43.12 14,113.48 9,270.80 4,842.68 12.47% Adv OAKBX Oakmark Equity&Income Fund 325.143 29.67 9,646.99 8,66199 985.00 8.52% FSIfX Spartan US Bond Index-Adv Class 2,897.646 1L78 34,134.27 32,135.30 1,998.97 30.16% WTIBX Westcore Plus Bond Fund 864.546 1L16 9,64833 9,49192 156.41 8.53% � Fxed Income 11102AAA9 British Telecom PLC 10,000.00 119.19 11,918.65 10,010.90 1,907.75 10.58% Ol/15/2018 5.950°.6 Accrued Income 59� 61745EUW9 Morgan Stanley Monthly Variable Rate 15,000.00 104.09 15,613.50 15,000.00 613.50 13.82% Note 03/OS/2018 3.263°k Accrued Income 23 31 � Cash and Money Funds FDWOC fidelity Cash Reserves 18,010.81 18,010.81 O.Op 15,9� Total 113,168.84 102,581.72 10,504.31 100.00% ✓ ' � Kelley Blue Book Pa e 1 of 2 g s�3��r.' Y', 4 �a i � K��.�.� ��1.1£ �fjf,lk The Trusied Resource�' �,' ;�° Y .`�'�� .�4.'��i�1�s'd`si, ,a�'y��`�.�%Px.^�`�`�i^`-r��z ✓�� s��r �'u�'a 'cxr�`z 'A ..•s 1 f�{`�""'3."Y�F: - -'----.._,...._._._..._...__ . �� y'�$^��ix� �4�� ,,� � �g�-�.��,,'�c.*�'er�+��. ,�a`��:`�a'��,s xtg n Fa�v. � ,( Vj�1��. ��1� : �� g �,��1`o.s�,s�%�N�� `��.- �� ^+�'�'.�`t"Y 'sFFh 2�� af3 ^.?SS�� ,�,z„'^`y�,'� ��,�f��`�k �� a��'. rz�� s�s� ��£��x�� Wt'sf"wF>r.asas: � �`�# ,�� ,�� s� � �z,�� r�f �`;;f 8 .x��. �:. D se'��,' '^�` �'3s�.1 k ... k'`r s �� 5�,a�. ��q��z� � � a'��asa.�b�� @'�c'��.. .. �x 3 r��,fit.�,�i��,�X�x�id. .�f s • s. - � � �� .�' ra��'��;'p�'��Y ��s x Y #-� v�r �, �,zJ � x -u L �yx�� •�+;a �y�' a. ;� . "'._......�......"'._'_'_"_._._............_..__. �VtItISE�I1Cflt ' why a�? Your Blue Boo{�Value �. 1998 Toyota Sienna � �' Style:CE Minivan Mileage:160000 Private Party Value Excellent $1,226 Vehicle Highlights Very Good MPG:City 16/Hwy 23 j Max Seating:7 $1,151 � Doors:4 ; Engine:V6,3.0 Liter Good � $1,101 Drivetrain:FWD � Transmission:Automatic � i Fair EPA Class:Minivan � Body Sryle:Van $676 � Country of Origin:Japan ( Country of Assembty:United States Your Configured Options ; � Our pre-selected options,based on typical equipment for this car. I j �Options that you added while configuring this car. � � � Engine I Braking and Traction Entertainment and Instrumentation � V6,3.0 Liter ABS(4Wheel) ( AM/FM Stereo � Transmission I Comfort and Convenience Cassette Automatic I Air Conditioning I Safety and Security Drivetrain � ✓ Power Windows � Dual Air Bags ; Fyyp J Power poor Locks � Wheels and Tires � I i ✓ Cruise Control ! Steel Wheels ( Steering ; � Power Steering i i � Tilt Wheel � j . � , New Cars You Might Like � ; � I �,,�� "' � 2013 Toyota Sienna j w�.c.�r. t � �..-:.. i � I '��.: � �'�' 2013 Dod g ' �,,,�Y „�,x� , ge Grand Caravan Passen er � � ..._ Y1�"'fr•��inTnt•�i�� w.�+r...�.4�.�...�..-..�...i�nno 1..�...4.. .....�"__l__ "_-.__..... /fl ' . • . . .-.r...�..�... � ' Kelley Blue Book Page 2 of 2 .��► : I � �� ,�c�s�, 2013 Nissan Quest ' i '`�t'~�_,: ; . . �-. • i � i i . ' Lancaster Toyota Call us today �sit us at 5270 Manheim Pike East Petersburg,PA 17520 advertisement Glossary of Terms � Kelley Blue BookB Trade-in Value-This is the amount you can expect to receive when you trade i� � your car to a dealer.This value is determined based on the style,condition,mileage and options { in�pted. � Kelley Blue BookB Private Party Value-This is the starting point for negoY�atlon of a used-qr sale � between a private buyer and seller.This is an"as is"value that does not indude any warranties.The final � i price depends on the cars actual corxJition and local market factors. I � Excellent Condition:3%of all cars we value meet this criberia.This or looks new and is in excellent � , � mechanicai condition.It has nc�rer had paint or bodywa�k and has an interior and body free of wear a�d I ivisible defects.The tar is rust-free and does not need reconditioning.Its dean engine mmpartment is I free of fluid leaks.It also has a clean title history,has complete and verifiabie service records and will i pass safety and smog inspection. ! Very Good Condition:23°i6 of all qrs we�ralue meet this criberia.This car has mino�wear or vislble defects on the body and inte�lor but is in excxAent mechanical oor�tion,requiring only minimal ( reconditioNng.It has 4ttle to no paint ard bodywalc and is free of rust.Its clean engine compartment is , free of fluid leaks.The tires match and have 75%or rt�e of tread.It aiso has a clean title history,with � jmost service reoords available,and will pass safety a�smog inspecaon. I i i � Good Condition:5496 of aq cars we value meet tfiis aiteria.This car is f�ee of major mechanipl I � problems but may need some reca�ditioning.Its paint and bodywork may require minor fi�uch-ups,with irepairable cosmetic defects,and its engine compartment may have minor leaks.There are minor body i Iscratches or dings and mi�or inberior blemishes,but no rust The tires match and have 50%or more of ; tread.It also has a dean title history,with some service records available,arxl wili pass safety and smog � i ��. 7 , I I Fair Condition.18%of all cars we value meet this criteria.This car has some mechanicai or cosmetic � defects and needs servicing,but is still in safe running conditan and has a dean title history.The paint, � i body and/or interior may need profess'ronal servicing.The tires may need replacing and tliere may be � � some repairdble rust damage. I i p 1995-2013 Kelley Blue Book Cn.�,Inc.All rights reserved. �2013 Kdley Blue Book Co.,Inc AI!righ[s reserved.7/11/1013-7/IB/2013 Edifion for PennsyNania]7406.The specif7c informa[ion repulred to determine the value for this paticWar vehide was supplied by the person generating[his repo2 Vehide valuations are opinions and may vary from vehick M vehicle.Actua/valuaUons wil!vary based upon market condi[ions,sp��aGOns,vehide condiUon or othe�particu/ar cirumsUnces pertinent ' to lhls parNcvla�vehick or[he transacOOn or[he pariies[o[he transacrion.This report is lntended fo�the individual use of the person genera[ing[his report onty and shal/not be soJd or transmltted ta another party.Kelley B/ue Book assumes no respons7biU[y/or errors or omlsslons.(v.13072) Lu_--��-------1.t t /. . I • �.r..... . . . _ . MO M c+� W � ch �.:� 3 �`00 O �..N t� m �N � Ww� W � �� o ~ I 6 �¢ a �' N � � � � � J � �1 � � 1� LL E�1 � � � � U �6 � �M W �S �p J �.tnvn o o � ._ �. �- � .�, � � ,.,�.. � � .,.,. � � r ....wM� . .i.nw..�. �w..� w�r�r �.rr+ w..r .rwk� ..ew• ww+ /�� r�.� r. � ..�..— N �. � � � � � (� Ch -� � � � � � � �O � - Q" - � (!� t� -' �- � c� � � � _ � ,,._ � � � _ o ° � � o" I _ . _ � �„�,, N � � i'u N � � � ' � •� � � •i — � � � V � ___ � U � U 0 0 - = o 0 — o �n o r_.�-? � -s� F_7 ,�..,r g i�, ...W r� ct,1 ,.. b � ...., "'*O _�'r . t: f �� :;,�.�— t.:.... '^ ) � � � � � W�� .�:a r.�: C'� 4 ^:��;: x._ � � � Lt.�3 ��?—' � fF W....' '�� . � � , ,;.. �,,, C�'� �—''' °�- W ,.�,. t�':.. c;:� �,,a .-a C�.., �L! � � !L; � Q � € � � M~� ;: �.�.� � ` � � F' � ; y�� i � E' i � � € � # � � �� a � � , �