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Home My WebLink About09-11-13 c,—^'ae. - . . � . . . � � 15056101D1 REV-1500 °`�°'.'°, m` PA Department of Revenue P�sllLVania � oFFlCWL ueE WaY � 8ureauofindividualTaxes � °�""°"""` ��^�Y�de Yar FIIeNwnber PO BOX aeo6oi INHERiTANCE TAX RETURN ' �) i � ; A ^-- Hartis6urg,PA 17128-oCw1 RESIDENT DECEDENT (��'t - . ENTER DECEDENT INFORMATION BELOW � Soaal Security Number Date of Death MMD�YYYY Date of Birth MMDDYVYY - _. .._ ...... .. _.. ._. .... , ._.. _ .... ...._. .__. ....._ _..., . , ' 05/18/2013 ' ! 10/30F7930 Decedents Lest Name � �� SuRx � DecedenYS Flrst Name �� MI .. ... ..... __... ._..... HENRY ! JR _ PAUL_ _ , g ! __ _ ; ! pf ApplluEls)EMq SurvtWng gpouss's IMOrmadon Below � Spause's Last Name.. , , . Suffix Spouse's Fira[Name p,11 ._.. ._.... __... .. . . , ..._ ....... .,.... ... .. _ ._. ... , HENRY ', MARY � SPouse's SociaYSearity Number_.. .__ . .. __.. ...._ ._... .__ : .._� . 188-32-3951 TNI3 RENRN MUST BE FlLED IN DUPFJCATE WITH THE _ _ REGISTER OF WILLS FlLL IN APPROPRIATE OVALS BELOW , � � 1.Onginal Retum O 2.Supplemental Retum O 3. Remeintler Retum(tlate of tleath prbrto 12-73-82) O 4.LimNed Eetate p 4a.Future Inlarest Compromise(tlate of p 5. Fetleral Esfate Tax Retum Required deaN after 12d2-82) � 6. Decetlent Died Teatate � 1..Decedent Malnfained a Lfving Trust 0 8. Total Number of Sak it (AMachCOpyof WiN) (AttachCapyofTruat) Tnr.!'Je1p �..w.�l �' �` �� O 9.Lkigation Proteeds Received O 10.Spousal Poverty CredH(date W deaM O 11. Ebctbn to tez untler A)�K belween 12-31-97 antl i-1-95) (Attech Sch.O) - :� NaRmeg��_TM�SECTIONMUSTBECOM►LETED.ALLCORREBPONDENCEANDCONFlDENTIALTA%INFORMATO�IDlEDIRL'CT�DT6�- ,...� . , Deytime TeW�i Number -' -y ._... ....... .._ . . __ ..._. . ....... .� ._ ._. RODERICK F MASON, CPA (717)76�9�5� �' ' _ __ . r. r �-� __ ,, � ` � REGIS7EI�F 1MLLS 8E ONLY.,, �,�.:� - � i U �. . ,,;.� ^ " .' ......, _�., . .�, First line of address � . r..� c� � ..'�.. —� ...- � .'; ..... ._ , . . 246 OAK GROVE COURT _ : ' � ; �-� , .i __.; _ _ _ _ -r� �, cn a Second.line of address .,... ... ... ;.� v> n .......... City or Post Office . ...... ...... ..... State..... ZIP Code � � DATE PILED . ._... _.... ...., , . .._._ ...._. . __. _._ ........... . . . MECHANICSBURG PA ''. '117055-9702 ' __ _ � _.. corraspomfa,r.«m,u aaara.sc MASONFSI�VERIZON.NET � � � Under PenaMn oF W7�7.1 tlx4re 1Mt I�ave ateminsd tt�4 nWm.iriUWirp accomPeiryin9 tchWUka�M&a4msrrts,aM b th�Wst of my IvnW�tlW and beliN. it ie We,cortsU and cpnpbte.DecWftlon of{xbparer otlw tt�an Ihe pertonel repraeentativs is beced on ell inknnetlon d which p�parer hsc arry knwN�dpe. SIGNATURE OF PERSON RE6PON&BLE�FOR:FILING RE7URN � � pq7E � ADD 48 S WH RF ROAD MECHANICS URG PA 17055-6013 9/�/a o� -� SIG�-ju R�E OF PREPARER OTHER THAN REPRESENTATIVE q _'!�n/�RsaC '3' YY�.M►- O�yfae/3 ADDR 246 OAK GROVE COURT MECHANCISBURG PA 17055-9702 � PLEASE USE ORIOINAL FORM ONLY Side 1 L 150561�101 1505610101 � �` , •, J 15�561�1�5 REV-1500 EX � Decedent's Social Secutily Number � oeceoenes Neme: PAUL B HENRY JR ' RECAPITULATON 7. Real Estate(Schetlule A). .... . .... .......... . . ....... . L ...._. .. .... . . . ... .... ,'. ._.,... ..._.. .... ...... . ........... .; 2. Stocks and Bonds(Schedule B) ....... ... ................ ............ . 2. '�, .''��. . . . ._._..,.,. , _............. _. ............._ � .. .._ 3. Closely Held Corporation, Partnership or Sole-Pmprietorship(Schedule C) .... . 3 . �'��.. ,....._.._ _....._..__. ....... ....: 4. Mortgages and Notes Receivable(Schedule D).. .... . ........... ....... 4. . '��.. . . _ ...... ... ........_..._. ._. ........ ..._ .. 5. Cash,Bank Deposits and Mlscallaneous Personal Property(SChedule E)..... .. 5. . : 6. Jointly Owned Property(Schedule F) O Separete Bllling Requestetl ....... 6. �� 4,769.00 �'��. 7. Inter-V'rvos Trens(ers 8 Miswllaneous Non-Piobate property �� -�- (Schedule G) O Separate Billing Requestetl........ 7. �� 144,615.11 '�, ._.... ........... . ...... 8. Total Grosa Asssb(total Lines 1 Mrough 7)....... . ...... ... 8 149,384.11 ��'�.. 9. Funerel Expenses end Administrative Costs(Schedule H)............ .... ... 9. ', 11,235.00 '��.. . ......,.. _.__.._. .,.___ _.......: 10. Debts M Decedent,Mortgage Liabillties,and Liens(Schadule I) .. ... ..... .... 70. ' � __._ ......._..,._. .._ . . . 11. Total Dsductlons(toWl Lines 9 antl 10).... ..... ....... .. . ....... 11 11,Z35.0� �'�.. . ........ .. .. ..._.,__ _._ ......._... _.. . ....;. 12. Net Value of Estate(Line 8 minus Line 11) ... ...... .. ...... ..... .... 12. 138,149.11 � 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which " """"�""" '° �� ' �� an election to hax has not been made(Schedule J) ........... ............. 13. '�. '��. ...._._ _ ...... _ ......... _........ 14. Net Valua SubJsM to Tex(Line 12 minus Line 73) ........ ................ 74. 138,149.71 �� TAX CALCULATION-$EE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 tauaWe at the spousal tax rete,or transfers under Sec.9116 ..... . . ... .. ........ ... .. - . ... .-... . .. -... .. (a)(�z)x.o0 133,380.11 �5 0.00 ' 16. Amount of Line 141auable _.._. .__. . ........ . ._...... ....._. ..........._..... ......... . .. ..� at Iineal rate X.0 45 ' 4,769.00 �6. 214.61 '' 17. AmounlofLinel4texable _....._ .......__,. . __.... ...... .. ..,.__.. ._.. .._... ..�..__.._.,. . . .....i at sibling rate X.12 , �� . '�.. 18. Artrount of Line 14 taxable ....... ._.. ._ ... ...... .._._ ..__.. .._..... . ......._ .. at collate�al rate X.15 �'�. �8 '��.. _.. ........_ . ._........__............__: 19. TAX DUE . ... ........... ...... ...... ........................ .. .... 19. 214.61 �.. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p . Side 2 L 1505610105 1505610105 J _ . REV-Y5pp EX Page 9 . PiN Num6�r � Decedent's Cample#e Address: DECEDENTSNAME � PAUI. B HENRY JR _ ._.___._ --.._... ---.__.._ - _ STREE7ADQRESS 48 S WHARF ROAD _ __ _.... ..._ .,.... ....._ __. __. _. __._ _. __ . __ _- � --. . _ _.... -__.. _C� ..._______ . .....__.._.. ._._—._.._.. .__ _'.__..._ __.. .. ...__ _...___.I S7ATE _.____.. � Zfi' � MECHANICSBURG I PA '; 17055 Tax Payments and Credits: t. 7ax Due(Page 2,Line 19) � (i) 214.81 2. CredttslPayments � ' A Psior Payrtrents ..__ B.Discourrt —._.--- -- Tptat Credits(A*B) (2) 3. Interest ��) A. if i.ine 2 i&greater tl�an�ine 1+Li�3,erit�the di(ference. This is the OVERPAYMENT. Flii in wai on Vago 2,�irw 20 to requeN a retund. i4) 5. If Line t+Line 3 is greater Ihan Line 2,enter the dilFerenee.This is the TAX DUE. (5) 214.81 Y-•�. Make check payab(e ta: RE�ISTER OF V�t]LLS,AGENT. PLEASE AN5YVER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIA7E BLOCKS 1. OId decedent meke a trsn.c#er and: Yes No � e. retain me use or inmme of the property mansferredl...........�.............................................................................. � 0 � p. retain the right to designete who shall use the properry transferred or its income:............................................ � ❑ c. retain a reversionery inlaresf;a._...................................................._....................._............................_..,...,..... ❑ � d. rec»ive the Pramise for Iife of either paymen�s,tsenefits or rare?...................................................................... ❑ � 2. If deatA occurred after Dec.12,1982,did decedent transfer property within one year of death vrithout receiving adequaW consideratbn7......................................._..................................................................... ❑ 0 3. di�decedert rnm en�trust for'ar payable-upan�de2th bank acdw�rt or s�rity at his or her daatl�?.............. 0 � 4. Did decetlent own an indivbuai retiremeM account,ennuity or Mher non-probala property,which containsa beneficiary dbslgnetbn? .........................._................,..,....................,................................................... � ❑ IF?HE ANSWER TO 9,HY OF THE ABOVE t�t1ESTI0NS 3S YES,Y{N!MUST C4MPI.ETE SCFlEDUIE G AND FILE 1T AS PART OF TNE RETURN. �;��< . For dates of death on or after July t,t994,and before Jen. 1,1995,the tax rate imposed on the net value of transters to or for the use of the surriving spouse is 3 percent(T2 P.S.§915$(a)(1.1}()]. For dates of death on or after Jan. 1, 1995, the tax rete imposed on the nat value of transters ta or for the use of the surviving spouse is 0 pereent p2 P.S. §9116(a)(1.1)(ii)].The statute does not exempt a transfer ta a surviving spouse from tax, and the sWtutory requirements fa disdosure of assets and flling a tqx retum ate stHi appiicabie sven if the survi+ring spouse is ihe only beneflciary. For dates of death on or after July 1,2000: . The tax rate imposed on the net value pf Vansfers irom a deceased child 21 years of age or younger at death to or for the use oi a natural parent, an adoptive parent or a slepparent of the chikl is 0 percent(72 P.S.§9116{aa(1.2)], . Ths fax rate irrywsed on ttte rtet vatue of transfers ta or for the use of tfie de�adenYs Iineai beneircaaries is d.5 paresr�t, ext� as noted in . 72 P.S.§stts(i.z}(72 PS.§9tts(a)(1)1. ! . The tax rete imposed on the net value af hansfers W or for the use of the decedenYs siblings is 12 percant[72 P.S.§9116(a)(1.3)].A sibling is defined, under � Seetiars 9142,as an indivlduai who has at least ons parenT in common with the decedent,whether by hlood or adoptian. � 3 REV-y5og E7(+(oi-io) � ��,�,�ycYa�� SCNE�iULE �' �EPRpTMENT OF pEVENUE INHERITANCETp%qETURN 70INTlY-OWNED PROPERTY AEStOENF DECE�EMT � ESTATE OF: iiLE tNMlER: PAUL B HENRY JR it an asset bacame jdady cwnad wkhin ene yaar�the dKedaM's data M dmRhr ft�t ba raported an Sd�ds Q SURVIViNG 701NT TENAM(5)NAME(Sj AD�RE5S REIATIONSHIP TO DECEDEPfT A.MARY JANE HENRY : Spouse : A$S WHARF R4AD 'MECHANCiSBURG,PA 17055-6013 B.PAUL B HEMRY,!It SON 3801 W 78TH PLACE MERRILLVILLE, PA46410 C. . �: �. ... . . . . .. . . . .._._ . _ . . . . _ . _ .,. MARYANN HENRY DAUGHTER 442 JB WOODWARD ROAO �HINESVELLE,GA 31313 � �QiNTtY OWNED PROPERTY: LETfER DAtE DESCRipRON pF DftOPER'fV %OF DATE OF DEAIH 17EM FOR]pIM MROE IHttll08 NhME 9F FltNNCIpL]NST7)tJf10N M9 BANK ACCpUM NUM08t OR SINlL1R 6qiF pF p@/�7ry pE(pp@�y}5 yp��pp NtJMB@t TEN0.MT a01M MJMBHt.ARACH pE�WR HSIMT�Y t�kL ESTA . VtiltE� 1 pEQpENi°5 SNiB�ST i. A, it/261D2 3005HARESOFPEPCOHOLDING,INCCUSIP713291702 6,80300 33 1,100.50 '. B 11l26102 300 SHARES OF PEPCO H6LDIN�,,tNG CUSIP 713291 t0 2 6,603.00 ' 33 1,100.50 2 A 11/26/02 !350 SHARES OF pEPCO HOLDING,INC CUSIP 71291 10 2 7 704.00 33 1,284.00 C 11t2fuU2 3�3HARES�PEPCO HOLDING,tNC CUSIP 71291 10 2 7,704.� 33. 1,284.OQ TOTAI(Also entte on Line 6,Recapitulatian} ; 4,768.04 If more space is needed,use adAitional sheets of ppper of the seme size. � 3 REV-151U EX+@8-09) �pennsytvania SCHEDU�E Gi �EPAPTMENTpFpEVENIIE INTER-VIVOS ?RANSFERSAND. mMeannracer�xa�uRn MISC. NON-PRO$ATE PROPERTY at�oerr aFCCt�rrr BS7ATE OP PI4E NUMBER PAUL B HENRY, JR 7his schedule must 6e compieted znd 81ed if the answer to any of qcestians i through a on page three o£the REV-i500 is yas. �M DESCAIPTfON OF PROPERTY DATE OFGIEATH %OF pECD'S EXCLUSION TAXABLE �rui.uce TMe nu+e ov n�e ranxsr�,TMna u�unoxsxiora cec�oeM�vo NUMBER � mfD�reoFm��xSREaAnnoiAmpvopn�EOeEOfoane,ursr�TE. VALUEOFASSEf INCE0.E5T �tAVttlue�E) VAI.UE �. HENRY FAPAILY TRUST dtd OGTOBER 27,2449 _ See Bebw for titled in the name of the Ttust Items 2,3,and 4 � Residence at 48 S Wharf Rosd Mechanicsburg.PA ib0,000.06 54 75.000.40 3 Members 1st Saving Account 253960 286.00 50 t43.po y Savereign Ghacking 1681721d81 : 25,85306 b4 i2�927.06 5 CANADALIFEASSURANCEW-PENSlON 56,545.ti 10� 56,545.tt } TOTAI(klso eoter on Line 7,Recapitulatton� S ��; .:: 144,615.i 1 ��. If more spece is needed,use aOCitionel sheets of paper of the samg size. i� I REV-I511 EX+ (10-09) � �pennsylvama SCHEC►ULE H bEPAPTMENT DF PEVENVE FUNERAL EXPENSES AND �nHewrnrvce rnx aeruaN ADMINISFRATNE COSTS RESIDEN?DECEDENT i'STATE QF FILE NUNBER PAUL B HENRY JR D�eda�t's debEs must 6e reparted on 5cheduk I.� I7EM NUMBER pESCRIPTION AMpUNT A� FUNERAL EXPENSES: i MAlPEZZI FUNERAI NOME _ _ 1 Q285.40 2 . . . . . ,. . .. . .. . .. . � .< . � .. .. .. . _ .. .. 3 . . . .. ... . . � . . .. . . .... . ... ._ . . _ .. 4 _ . . .. . . . _ .. . . . .. ...... . . . . . . _ . . �: B. . .. ADMINiSTRATIVE�CQSTS:. . _... . . _. . _. ..._ . . . ... .. .. .. ... . . . _ . .. . ,. Persanal Representative Commissions: � � � Name(s)of Pereonal Representative(s) �� ..._._. .._._._ . ...._.. _..... .___. . . .. . . . . . 5treNAddress........ --- City __........., ......_ . ...._ .......... __._.__State . _ZIP..... Year{5}Cammission Paid:i____ __ , __ 2. AttomEy FpES: ��'� ' 3. Famiiy Erzemptian:(tf decedenYs address is no[the same as clalmaM's,aKath explanatian.} ..,„ . , Claimant _.......... ....,_. ..._._ . ....._. _ . ....._ ...._..__... . . __._..._... Street Address__.. City , .......State ...__ZIP.... ...... ......._ ......... . ...... _._.. Nelatinnship of Clalmant to flecedent .. . . ,.._..-.. , - 4. arobate Pees: �� 5. Accountank�ees: 600.4{} b. Tax Retum preDarer Fees: 300.04 z REGORDING PEES{ESTIMATED} _ . _ 50A0` ' _ : :: : : : I _ ITOTA�{Also enter an tlne 4,RetapituWtian} $��- � ��2�� tf more space is needed,use additlpnal shee6 of paper of the same size. ( � i atv-isi3 eu+ �oi-ia� f pennsylvania SCHEDULE J bEPRRTMENT pF PEVENUE INHERRqNCE 7A%RETURN BENEFICIARIES 4€SIOEt(i DECBCfEtlT E5TATf QP: FILE NUMBER: PAUL B NENRY JR RE1A710NSNSP TO 6ECEDEAfi AMOUNT OR SHARE NUMBER NAME AN6 ADDRE55�PERSON(5)REtEIVtN6 PROPERTY Do Not tist 7r�stee(a) 4F ESTATE I TAXABIE DISTH[BlJTI0N5(Include outnght spousal distributlons and transfers under Sec.9118(a)(1.2).� L Mh,RY JANE HENRY SP4USE 45310.'!1 2 PAUL B HENRY, III SON 2201.00' 3 MARYANNHENRY AAUGFETHR 2568.00 4 HENRY FAMILY"B'TRUST ' Beneficiaries are lisfied in Me Living Trust,a capy of xfiich has been B$070.00 provided to PA Dep�#ment of Revenue under separai�couer ENTER DOLLAR AMOUNT5 FOR�ISTR[BUTIONS SHOWN AB�VE ON LINES IS THR4UGH 18 OF REV-1500 COVER SHFET,AS APPROPRIATE. II NON TAa(ABI.E OtSTRIBtPfFONS A. SPOUSAL DISTRIBUT[ONS UNDER SECT[pN 9113 fOR WH1CH AN ELECTION TO 7A%IS NOTTAKEN: t. HENRY FAMIIY"B"TRUST 8847Q.Q0 9. CHARITABLE AND GOVERNMENTAL DISTRIBUIIONS: � � 1. . .. . .. . ... .. .. .. .. . . . . .. . ._. .. � . . ..... ... . . TOTAI.OP PART II—ENTER TOTA�NON TAXABIE DZSFRFBUi"fOtLS ON LINE 13 6F REV-250fl C4VER SHEET. S��: � � If more space is needed,use additional sheets of paper of the same s¢e � � l _ _ . REV-1649 EX+(6-98� scNEOU�E o COMMONWEALTH OF PENNSVLVANIA ELECTION UNDER SEC.9113W INHERI7ANCE 7AX RETURN (SPOUSAL DISTRIBUTIONS) RESIDENT�ECEDENT � ESTATE OF FlLE NUMBEH PAUL B HENRY JR Uo mt eomplate thle schsduk unhu tha uWe I�meldng tha akctlon W tax uuh und�r Seetlon 9119(A)of the InMrNenc�6 Et4leTaz Act. tl the eleetion eppliea lo more than one trust or similer artengement,a separate form must 6a filed for each tnisL This eleCllan appliBS to Me HFNRV RPV('1(:ARI F FAAAII V TRI IST f1TD 77 Of:T 7(HId TNSt(mantel,r88idual A,8,By-pess,Unlfied Credlt,ete.). If a trust or similar anangement meets Ma requiremeirts ot Section 9113(A),and: a.The trust or similar arrangement ia listed on Schedule 0,and b.The value ot the trust w slmilar anangement ie entered In whole or in part es an asset on Schedule 0, then ihe transferor's pereonal representative may specificeNy identify Me trust(all ar a fractional portlon or percanWge)to be inGutletl in the election to have such Wst or sim• . ilar proDerly treated as a tazable transfer in Mis eatate.If lesa Man Ihe entire value of Me trust or similar proparty is included as a taxaWe trensfar an Schedule 0,the personal representetive shall be considered to hava made ihe election only as ta a hactlon ot ihe irust or similer arcangement.The numeratw of ihis traclion is equel to the amount of Me trust or simmliaar arrangameM induded ae a ta:able aecet on Schedule 0.The denominator is equal to ihe total value of the trust or aimilar arrangemeM. Part A: EMer the description and value of all imerests, both taxable and non-taxable, regardless of location, which pass to the decedenPs surviving spouse under a Section 9113(A)trust or similar arrangement. oesrnpcon value HENRY FAMILY"B'TRUST 88.070.00 CANADA LIFE ASSURANCE CO-PENSION 56,545.11 Part A Total $ ' 144,615.11 Part B: Enter the description and value of all interests included in Part A for which the Section 9113(A)election to tax is being made. oescnGfion Value HENRY FAMILY TRUST 88,070.00 Part B Total $ 68.070.00 �� (M moro apace Is needed,insetl aEOitlonel eheeta of Ue seme'size) � � _.. . ____.. _ .. LAST WILL AN[}`I'E3TAt4�ENT ,,.� (Pour-Over Wilt) " OF P.4.UL B.HENRY,J'R. IDE24'fITY I,PAUL B.FIENRX,JT2.,residing in the County of Yoxk, Cornmonwealth of Permsylvania,being of sound mind and memmry, and not acting under duress or undue inflnence of azty person whoFnsoever, hereby declare this ta be my Last Will and Testament, and I do hereby revoke a21 other€ormer Wills and Codicils to Wills heretofare made by me. My Social Security Number is 168-26-5658. All reference made herein to "spouse or my spouse,•refers ta the person#o whom 3 am evnently mazriod, namely, MARY JANE FIFNRY. By the ensuing prpvisions o£this Will, it is my intentian to dispose af my interest in our property; I do not intcnd to dispose of anything belonging ta my wife or to put her to aay election. I have the follavv�ng children: Paul B. Iienry, Ill, born Mazch 16, 1969, and Mary Ann Johnson,bom 7anuary 9, 1472. bEBTS,TA7CES AND ADMI1vISTRATION EXPENSES I have provided far the payment of aIl my debts, expenses of administration of prapezty wherever � situsted passing under this Will or otherwise, and estate, inheritance,tranafer,and successian taxes,other thau any tas an a generatiorn-sldpping h�ansfer that is not a liabiiity of my Estate (iacluding interest an8 penalties, if any7 that become due by reason of my death, nnder THE PAUL B. HENRY, JR. AND MARY JANE HENRY RBVOCA$LE LNING TRUST executed on even date herewith(the"Revocable TrusY'), or if my spouse predeceases me,under the Survivor's Trust cmzted by the said Rtvocable Tzust. If the Revocablo Trust asscts should be insufiicien#for these putposes,my F.�cecutar shall pay any impaid items &om the residue of my Estate passing under this Will, without any appartionmcnt or reimbursetnent. In the altcrnative,my Executor may demand in a writing addressod to the'Trustee of the Trust an amount necessary to pay ali or pazt of these items,plus claims,pec�miary legacies, and family allowances by cnurt order. PERSC}NAL AND HOUSEHOI.1}EFFECTS It is my intent thnt all my personai and househald effects were transfened to the Revocable Trust as a result of thc Iaeclaration of httent signed this datc. If there aze any questions regarding Uze ownershig or dispasitiore af these assets,it is my desire that sueh assets ppur inta the Revocabte Trust,signed by ma this date in accardance with the prnvisions o£the secrion titled"Residua of Estate." RESIUUE OF ESTATE I give, devise and bequeath all the rest,residixe and rerneindcr of my property nf every kind and deseription {ineleiding lapscd Iegacies and dovices}, wherever srtuated and wlzether acquired before ar ! after the executian of this WiIi,to the Txustee under that certain"1'rusi executed by me on the same date o# the execurion of this Will. The Trustee shail add the property bequeathed and devised by this item to the eorpus nf the above described Trust and sha12 hoId,adxninister and distriliute said property in accordance '� with the provisxans of the said Tnxst,including aay amendments theroto tnade before my 8esth. POUR-OVE1t WII,LS Page 1 Testa „,, If for any reason the said Trust shall not be in existence at the rime of death,or if for any reason a court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under said Trust as it exists at the rime of my death to be invalid, then I give all of my Estate including the residue and remainder thereof to that person"who would have been the Trustee under the Trust, as Trustee, and to their subsritutes and successors under the Trust, described herein abovq to be held, managed, invested,reinvested and distributed by the Trustee upon the teims and conditions pertaining to the period beginning with the date of my death as aze constituted in the Trust as at present constituted giving effect to amendments, if any, hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will. EXECUTOR I hereby nominate and appoint Mary Jane Henry as my Independent Executor of this, my Last Will and Testamtnt,to serve without bond. In the event the first named Executor shall predecease me or is unable or unwilling to act as my Ezecutor for any reasons whatsoever, then and in that event, I hereby nominate and appoint Mary Ann Joknson to serve without bond as my Independent Executoz. In the event the second named Executor shall predecease me or is unable or unwilling to act as my Executor for any reasons whatscever, then and in that event, I hereby nominate and appoint Parrl B. Henry,III to serve without bond as my Independent Executor. Whenever the word"Executor”or any modifying or substituted pronoun therefore is used in this ^ my Will, such words and respective pronouns shall be held and taken to include both the singulat and the plural, the masculine, feminine and neuter gender thereof,and shall apply equally to the Executor named herein and to any successor to substitute Ezecutor acting hereunder, and such successor or substitute Executor shall possess all the rights, powers, duties, authority, and responsibility conferred upon the Ezecutor originally named herein. EXECUTOR POWERS By way of IIlustration and not of limitation and in addition to any inherent, implied or statutory powers granted to executors generally, my Executor is specifically authoriud and empowered with respect to any property, real or personal, at any rime held under any provision of this my Will: to allot, allocate between principal and incomo,assign,borrow,buy,care for,collect,compromise claims,contract with respect to, continue any business of mine, convert,deal with,dispose of,enter into,exchange,hold, improve, incorporau any business of mine, invest, lease, manage, mortgage, grant and ezercise options avith respect to,take possession of,pledge,receive,release,repair,sell,sue for,make dishibutions in cash or in ldnd of partly in each without regard to the income tax basis of such asset and in general,exercise all of the powers in the management of my Eshte which any individual could exercise in the management of similaz property owned in its own right upon such terms and conditions as to my Executor may seem best, and ezecuu and deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry out the purpose of this my Will,without being]imited in any way by the specific gants or power made, and without the necessity of a court order. My Executor shall have absolute discretion,but shall not be requ'ved, to make adjustments in the rights of any Beneficiazies, or among the principal and income accounts ta compensate for the consequences of any tax decision or elecrion, or of any investment or adminish�ative decision, that my ^ executor believes has had the effect, directly or indirectly, of preferring one Beneficiary or group of POUR-OVER WILLS E'age 2 Tes Beneficiazies over others. In determining the Federal Estate and Income Tax liabilities of my Estate,my ,� Executor shall have discretion to select the valuation date and to detemvne whether any or all of the allowable administrarion expenses in my Estate shall be used as Federal Estate Ta�c deductions or as Federal Income Tax deductions and shall have the disccetion to file a joint income tax return with my spouse. CONTESTS AND SPECIFIG OMISSIONS If any beneficiary under tivs will, singly or in conjunction with any other person or persons, directly or indirecUy: 1. contests in any eourt the validity of Yhis wiil or, in any manner, attacks or seeks to impair or invalidate any of its pmvisians; 2. contests in any court the vatidity of the Testator's/Testatrix's Wiil or, in any manner, attacks or seeks to impair or invalidate any of its provisions; 3. seeks to obtain an adjudication in any proceeding in any court that this trust or any of its provisions or that Testator's/Testatrix's Will or any of its provisions is void; 4. claims entitlement by way of any written or oral contract to any portion of the Testator's/Testatrix's estate,whether in probate or under this instrument; 5. unsuccessfully challenges the appointment of any person named as Executor or successor ExecuWr of the Testator's/Testatrix's Will; 6. objects in any manner to any action taken or proposed to be taken in good faith by the Executor of the Testator's/Testatrix's Will; 7. objects to any conshvction or interpretation of this Will, or any provision of it,that is adopted or ^ is proposed in good faith by the Executor; 8. unsuccessfully seeks the removal of any person acting as the Executar of the Testator's/Testa�ix's Will; 9. files any crediWr's claim in Testator's/Testahix's estate (without regard to its validity}, whether the claim arose before or after the date of this insmiment,but excepring claims for cash advanced or paid for expenses of the Testator's/Testatrix's last illness or funeral paid by said claimant; 10. attacks or seeks to invalidate any designation of beneficiazies for any life insurance policy on Testator's/Testahix's life; 11. attacks or seeks to invalidate any designation oF beneficiaries fbr any pension or IRA or other form of qualified or non-qualified asset or deferred compensarion account, ageement or azrangement; 12. attacks or seeks to invalidate any will which Testator/Testah-ix has created or may create during Testator's/Testatrix's lifetime, or any provision thereof, as well as any gift which Testator/I'estatrix has made or will made during Testator's/Testatrix's liferime,whether before or after the date of this instrument; 13. attacks or seeks to invalidate any�ansacrion by which Testator/Tcstatrix sold any asscts(whether to a relarive of Testator's/Testah-ix's or otherwise); or 14. refuses a request of Testator's/Testatrix's, ExecuWr or other fiduciary to assist in the defense against any of the foregoing acts or proceedings, then that person's right to take any interest given to him or her by this trust shall be detecmined as it would have been deternuned if ffie person had predeceased the ezecurion of this will instrument without issue surviving. .� The provisions of the foregoing paragraph shall not apply to any disclaimer by any person of any benefit POUR-OVER WII.LS Page 3 Te r under this will. In the event that any of this provision is held to be invalid,void or illegal,the same shall � be deemed severable from the remainder of this provision and shall in no way affect, impair or invalidate any other provision in this will; and if such provision shall be deemed invalid due to its scope or breadth, such provision shall be deemed to exist to the extent of the scope or breadth pecmitted by law. SIMLTLTANEOUS DEATH If my spouse and I should die under circumstances such that the order of our deaths cannot be deternuned, then it shall be conclusively presumed for the putpose of this Will that my spouse survived me. If any other Beneficiary should not swvive me for sixry (60) days, then it shall be conclusively presumed for the purpose of this my Wi]1 that said Beneficiary predeceased me. � A/ PAUL B.HENRY,IR. Testator ,� �--. POUR-OVER WII.LS Page 4 This instrument consists of 6 typewritten pages, inaluding the Aitestarion Clause, Self-Proving � Ciause, signature of Witnesses, and aclmawledgment of officer. I have gigned my name at the bottpm of each o the , eceding pa es "1'h: instrument 'rs being signed lry me rm this �_ day of AT"PESTATI+C}N CT.AUSE The Testator whose name appeaza above doclared to us, the undersigned, that ttie faregoing insfrument wss his Iast WiTT and Tostamecrt, and he requested us to act as w9tztesses ta such instnunent and ta his sigaature thcreon. 1`he Testator thereupon signed such inskrument in our presence. At the Testator's request, the undersigned then subscribed pur names to the instxument in our own handwriting in the presence af the Testator. The undersigned hereby dectaie, in the presence of eaeh of us, that we believe the Testator to be of sound and disposing mind and mernory. Signed by us on the satne day and year as this I,ast Wiil and Testament was signed by the Tesfator. VYITIYESSE3: ADI7r12ESSES: � ��.� � ��.�.� I:z�t .� , C�.9��.. V��,:��. c�. 4 � ,�-n, �, �c cs Cr �� {Printed Name a£Wi�ess} Ci , tate,Zip ��--�d v / „� c�i� � C�.�.,�,, C�3t� �' S, c�,(�,1.��-.��?�.p� � U I�r�� ls � �, �� (' � (Printed Name aP Witness) City, State,Zip --� POUR-OVER WII.I.S Page 5 a tor COMM02�tWEALTFI OF PENNSYLVAN7A � COUNTY OF YORK SELF-PROVTrTG CLAUSE � BEF'OR,E ME�t�h,,e,,,unndGe�signed authority,an ttsis day personaIly appeared PAt7L B.HE2JELY.SR., ��.��s�.._�d — -�� 1,'L � , known to me to be the T tor and the witnesses,respeotively,whose names aze subscribed ta tkte ing instrument in fheir respechve aapaci#ies,and all of them being by me dixly sworn,PAUL B:FIENR,Y,7R.,Testator,declared to ma and to the wihiesses, in my presenco,that the instrument is his Will and that he had willingly made and executed it as his£ree act and deed for the purposes therein expressed;and the Witrsesses,each on his or her oath,stated to aie in the gresenee and t�earing of the Testator,that the Testator 1}ad d�lazed ta them that the instrunacnt is his Wili and that he c�cecuted the same ae such and wanted each of them to sign it as a witness; and upon their oaths, each witness stated fiuther that he did the same as a witness in the presence of the Testator,and at his reguest and that he was at that tixne eighteen(18}years of age or over and was of sound mind,and that each of the witnesses was thcn az least fourteen(14}years of age. ��e�as4�.�.. �..� PAUL B. HENRY,JR. Testator ,-, =V,�'_. "L�. �1�➢;: Wi�p ss M Vra�i.u� (� �i�iTVh�_,^,ra (Printed Name of Witness) C?'�dA C`� L✓� Wiv�ess � J �c'i LS E Lal17�EF (Printed Namo of Witness) '"� (�+�,r.t�'TJ�'sL�t �f��+� SUB3CRIBED AND AC:KNOWLEDGET7 ore P B. Y,/K., Testa or, and subscri d and s to before me f an$ L ' , witnesses, thi � day of __._,�_�,R Notazy Publi , ommonwealth of Pennsylvania Notatioi Sea! 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ETF Ineome staam�nt Wl 70 ye�rs Income Sh(smeM tlalNereE to yoyr InDw�.F�ael Mco'I/ertpoEUps,am � . wt r.re.e.xm a ere�u. ..:. ..;.. .. .. ��'' ��:.. � —. �taabT�.r.rron opm.n�voup rnart..areoa.n� tm►.Epuptlenam �'�� W��V�flOOlOps�M ry&��IyµpPf . �e�+l Abun I�Wouunan�Ceni�u U�I FweNex�wp CeV/MmM�IWrYMNWA.irc./�uMlNrneMG. . . By Wnp I�b�tl�,yeu p�x NN�Tm�MYx W P�Nxq FWry�upE�IH 1tliNN11A �4YO�.a'I�Md�MINqMdryCWppqeC BIXFF�K IInM�ryypn.l� yya��81%FVUn[YilnbmYtlenmGUtYCMYrm�quu. �1' aV M4GKUNMMAW��M�6tGNenJam�iMIWIBM)fnmM.bpMBCm^i�Y.Irc.MP�MMFtrNeYFmMLLRN�IFwYMUw JNpaNpW plµq9pM. . Mon Memtlon an NMDMpH�O Y/mMy my yypynwy AnnWl qNU�. Mb�aryaw e'I�Y�1�5 minWalw M�pW.�na MMm�b�MMUws�nqw, 8lP�DewJOnn I�Wnf IBMIRYmRwJw��Ca^VMY.In4 BEHM1 tlMtl�y Wh s pinlC�E py$IX FnsM�IlNpm�lb�W Y NMYlNFWxbY�aE. � Ni9'��snMkWavM�^WIMM. 8/6/2013 , , Page 1 of 1 � Print Subject Link to Listings From: MARCIA BENTZ VENO <marciabentzveno@howardhanna.com> �� `� Sent: Aug 6,2013 03:11:04 PM ��' � To: masonfsl@verizon.net .��1 �,� __...,--- _......__ _.. .._...______.__,________ ___._ —�___ � � �� ._...__- Click Here to View Listinas Hi Rod...Here aze the comps for the Henry property at 48 S.Wharf Rd,Mechanicsburg (York Co), PA. I have included one comp with land&a home that needs restored&4 vacant land comps. After viewing the subject property(which was never finished plus in need of MAJOR repairs),I feel that a buyer would want to raze it(which would be an expense)&build a new home. In my opinion the only value is in the land which is quite overgrown. I think we would be lucky to sell it for$150,000(less the costs of sale...l%transfer&7%commission). If you need further information, feel free to contact me. Thanks,Marcia Veno This property brought to you by: MARCIA BENTZ VENO Phone: (717) 737-8794 mazcia24s26na.aol.com rar Eu.�. MorO�a Tro. �munnca • . If the above link'Click Here to View Listings' does not function, copy and paste 1he following link into your browser address baz: http://cpml.paragonrels.com/publink/default.aspx?GUID=61 t7e2c8-f4bf-4180-86e8- 4d234b73287d&Report=Yes _. _. _ _ _. _.. Notice: This email could be considered as an advertisement under federal law. If you prefer not to receive real estate listing information and updates via e-mail, Click Here or copy the following URL and paste into the address window of your browser to opt out. http://p 100.pazagonrels.com/pazagonsubscriptions/optout.aspx?recipient=masonfs 1% 40verizon.net&sendei=1968aa91-2c7a-4152-a4a7-1f905f3f7655 8/7/2013 . • Page 1 of 2 � � �� ., y C�' . � fi A '1'.2� �� JtJm }M�.��I�. }� �� x. rv �� A � W �� . SY��s,. 1 �,,d > ,. .�;�. , . � < n � :�;. 'i° a. , ;�,�x Status Sold 'rype Agriculture Cfty Lewisberry LP� $98,000 50: BELL REAL ESTA7E INC. CLD: 7/24(2012 MT 14 SP; $SO5,000 MLS# 1022 24 Quick�Links � Addresa 656 OLD QUAKER RD Aroa 6 Mun Fairvlew Subdivlclon Sch Dkt West SFa2 Dir Fmm: LEWISBERRY-N on Rte 177 m L on OW Quaker Road.Go past Heck Mill Rd to lot on rigM between nvo nire newer 2 st Cou�H,y York Approx Pasturc Ac Approx Wood Ac Approx Tillable Ac No.of Lots 1 Lot Square Fxt Lot Description Ru21,Secluded,Southem E... Divisible pxaec Public Road . Acres 10.83 � Utllitles Electric,Telephone Year 2012 Water Well Required Tax 85, Sewer APP��P�� DocumeMS App2isal,Property Record C... Improvemerns . Zoning Residential-Single Famlly � emarks This is a nice 10 plus acre lot on whkh[o build your dream home. SHO Show Airy Time LO BELL REAL ESTATE INC. . (717)528-4144 SAC 0 Variab BAC 3 VariahTLC 3 � OAC LT ExdusN AgencY LA Wayne B Ogbum belR�embarqmail.com LA 2 LA 3 nw ocniN�cninrn i�r 8/7/2013 , . Page 1 of 2 � , t� � :� � ��N��`"��i��,I �I� � 9dtus Soltl Type AgrlcuRure City York Haven LI� $139,000 . 50: NONMEM CLD: 4/30/2013 MT 89 SP� $135,000 MLS i! 10230146 Quick Linkc Addtess Lot 5 Kise Mill Road � Aroa 5 � Mun Newberry SybdhrlNpn Sch Diet West Shore Dir From: 83 S W euit#32(Newberrytown),R/Oid T2il Rd,L/Roxbury,R/Kise MIII. Cou�r York Approx Pasture Ac Approx wood Ac Approx Tillabk Ac .Na oT I.ots 1 Wt Sqwrc r�eet Lot Dastription Divisible . Aacess Public Roatl Atres 15.99 UtlOtlas Cable Available,Electric Avai... Ywr 2012 � Water Well Required Tax 2,054 5ewer Perc Approved Approved septic Docume� Boundary Survey,Drawings,... ImOrovemeMS . Zoning AgMalture � . marks Beautlfui rurel bt perfect for elegant twme. Picwresque paRially waoded Iot laated near all ma7or rou[es.Bring your own builder. SHO Show Arry Time,Sign On Properry LO NONMEM SAC 0 Net BAG 3 Net TLG OAC LT ExclusNe Right LA JIM BEDORP CELI.: (71�443-7033 jbe0orfhgi�gmail.cam W 2 JUSTIN PRINCE CELL: (717)554-5285 )princehgi�gmall.mm IA 3 e1W 8/7/2013 , � Page 1 of 2 � , }. ,�• �,: •. � «a� �.. � �;�, "`�7: is ry '...r � ".�.�a,�``a�` °p �'�� . .� • . Q �' txa0 w�. �� ,..� kp '� r , .. �. . .:� . .. �� ,. . �� . _ AssaWted Dowment Courrc 1 �atus Sold Type Farm City LP; $179,900 SO: CLD:8/16/2012 MT Finc:Cash Sp; $200,000 Flood Zone No Quldc Linlg � ('� 20 Byers Road Area 5 30224174 17019 Home to be BuiR . . Mun Subdividon Sch Dist No York Co CourKy Dir From Mech. Rt#155,to URt.74 for 4.2 miles, L/Byers, Home on Left. Tot Sq Ft Above 2,124 Square Ft Source Square Feet 6ebw Lot Dim Aeres 15.8000 Year Buiit/- 1825 Daiiqn �yle Co�qt Eut Bsmt Parkin Wa�ra #Br4 #Btfi: Fl H 1 # FP 1 ax 3,150 Year 2012 Po�ion Settleme LavN Bth: H ndo Fae Room Lvl Dim Room Lvl Dim Appl LR MBR Misc. DR BRl Cool FR BR2 Neat DEN BR3 Auu Neat IQT BR4 WtSwr BRS Ext OR 1 Equip OR 2 Dlnin OR 3 Great restoration opportunity. Stone fartnFwuse built in 1825 located in rural Northem York couMy o� 15 plus acres. 4 BRs off upstairs hall overlooking private yard. Lrg eat-in ki[,formal DR,Irg LR w/FP and woodstove. Deep window sills and wide flows under orpe[. New roof in 09 and new wNl.Walkout basement w/darkroom;sink,walk-in FP and hand hume beams. IS". In CLEAN&GREEN. SHO: LBX Wmbo LO SAC 0 Net BAC 3 Net TLC LA LA 2 LT � we nw 8/7/2013 , • Page 1 of 2 C�,T' -! � Status Sold Type AgriculWre City Lewisberry t.P; $125,000 . SO: RE/MAX A-1 REALTY CLD: 6/5/2013 MT 6 SP; $125,500 MLS# 10237076 Quidc Linka ( Addre� Lot 1 Rklge Road Area 6 Mun Falrvlew Subdivkfon Stl�Dist Wes[Shore Dir From: From Diilsburg:Old York Road to Ramllle; LeR on Rosstown Road;wntinue through Iewisberry bemmes Windmere Rd CowRy York Approx Pacture Ac Apprmc Wood Ac 19.00 Approx TIIIaMe Ac No.of 1.� 1 Lot Square Feet ' Lot Description Secluded Divisible Atcaas Acres 19.00 Utilities None/Unkrrown Year 2013 WaDer Well Requlred Tax 29 Sewer Perc Required ApprOVld S6ptiC NOnE Docume� Legal Descriptbn,Other Improvemsnts Zoning Other enurlo Nice wooded parcel wtth approx 17 acres on lower side of Ridge road and 1.7 acres on upper skie. Property is wrreMly enrolled in C Green and S not subdWided. Possible wbdivkion witli over 1300'of Road frontage.Zoned"rural LNing". SFfO Show Arry Time LO RE/MAX A-1 REALTY (717)432-1436 SAC 0 Net BAC 3 Net TLC 3 �OAC LT Exclusive Right LA WILLIAM, BROI�R OHR... CELL: (717)571-9455 wohrum�gmail.com LA 2 lA 3 nw ouA..on.uva6luT.��ca � 8/7/2013 , Page 1 of 2 � �� 5ta�s Sold 7ype AgrfaRure . Cily Dilisburg LP; ;159,000 SO: REJMAXISTADVANTAGE CLD: 7/10J2013 Mfi 5 S� $159,000 MLS#� 10237948 � QuiticLiMa Addroa Lot 17 Cartlsle Road Area 5 Mun Warrington Suhdivisbn Sch D4t No York Co Dir From: RT 155[o Dillsburg LJRt 74N LJCarlisle Rd lots are 2 mlles up on the L past property 9627 Carl�le CouMy York Approx PasYUre Ac Approx Wood Ac 0.00 � Approx Tillabk Ac 13.88 PW.Of LOts 1 LOt Square Feet Lot Descriptbn Divisible . � Aocess Public Road Acres 13.88 Utllftles fable Available,EIeQ+ic Aval... Year 2013 Watar Well Required 7ax 0 Sewer Perc Approved � . MProved SaPtl� Dawma� Land Survey,Perc Test,Prob... � Inlproveme� Cleared . . . . Zoning AgrkuRure � rks Wonderful,alrtwst flat lot with very nlce,open vlews. Bulld your dream home, bring your horses.Country semng w/alrtas[14 acres. . access to ma]or highway. Laated right outside Dillsburg,�JOSe ho town with amazingy private feel.Utllitles are rlght In ftoM of lot ai � and probed. Ready to go or watt uMil you are ready wtth no tlme requirement for bullding.Come and have a look! �{p LO RE/MAX i5i ADVANTAGE (71�591-5555 SaC 0 Net BAC 3 Net TLC OAC LT Exduslve Right LA TlNA K�INSIQ PHONE: (717)422-5328 tlna.kosinski��gr.com LA 2 LA 3 !1W 8/7/2013 YQRK CdUMTY -� j -.ASSESSRIEHT OFfiCE /"!^'(:. 4 � .. _ . . � .. ...' �t'. T.3 r�� . I�� i�, THIS DEEL1 oaa�22a THIS CONVEYAIVCE is nnade this_,,,�day af _ ,i, 2004�r! betwecn Paul B.8eary,Jr,and Mary Jane Henry,husband and wife,af 48, RQ�, �.�/" Mechanicsburg>Xark County,Peimsylvania,Grantors,and Paul B.$enry,Jr and Mary J Hanry, CaTrustec of T'he Paul B.Henry,Jr.and Mary Tane Henry itevocable Living Tras /t ��,,,�,2004,of 48 S. Wharf Road,Meahanicsburg,York CoLmty,Pennsylvania, Gzantees. t�l'1TNE9SET'H,that in consideratian af the surn of Ono and NO/100($1.00)dollar,in hand paid, the receipt of which is hereby aclmowledged,said Grantors do hezeby grant and convey to said Grantees: See[ega[descriprion attached hereto as EXHXBIT"A': ��s�Np�FtRAN'T thaz Gtantors have good ri$ht and authority to exeente and deliver this deed to the Grantees,and that Grantors are the owners in fee eimple of said premises, subject only to those encumbrances of record,if any,which were madq suffered,or assumed by the Grante�rs, Whan thd context requires,eingulaz nauns and pronouns include the pluraL Stgwed by: c PA�'�� Y J ; `�fa�,�, 'i��l�� D�A��S�slS��'°�' O� Ct}MMONWEALTFI{}F PE23NSYLUANTA} �. COUNTY OF YORK} ss. {3n this,the day of 20Q4,befbre mc,the undersigned officer,personaily a d Paui B.Henry,Jx. and Mary Jane Heary,lmown to me ta be the persons who executed the within conveyance and aclmowledged to rne that they executod same for thapwposes therein stated. .� � � Notada{Seal �'�` � � .tpAnn SrtsaS1,NotatY PubI1� { Na Pu � UPper Dubpn Pxp.,Mantgomery Ca�n;t� �'y My Commiss!on Expires Il�r. �1, ?p0:� I haeby oertify the address nf the within grantees is 4$ 5.Whazf'Raad,Mechanicsburg,Covn#y of York, State of Petu�sylvania 17b5S. ttested to by: , -' . .;'��, .F�.. ,��5°._ � _ �.�+ : ��' �, ��, Scnt 174�, Pee 226d �°ar .."''��> � � S W.q {fir. .3 w"...,. . .. . �� EXHIBIT ,�A�� {'� �'� " �� O � �7^ x��n �� Parcel Na. ALL THAT CERTAIl�F tract of land situate, lying and being in Monaghan Township,York Caunty>Pennsylvania,being more particutarly bounded and described as fallows,ta wit: BEGINIVING at a point in public road at lauds now ar forrnerly of Paui B. Henry,Jr, and wifa; c�cteading theace along land af Paui B.Henry,7r, and wife, Souttt 80 degrees 5 2 minutes East, 797.62 feet to a point; thence along Iands of same, Soixth 15 degreea 8 minutes Bast, 291.5 fcet to a point;thence hy a line of divisiun aud alang#auds ss�vsr or fora�rIy of Randatt L: Shilling and wife,North 84 degrees 51 minutes West, 3000 feet,mpre or tess to a point in the aforesaid public road;thence by center of said public road, North 3p degrees 45 minntes East,291.50 feet to the point and place of beginaing. LTNDER AND STJBJECT to and together with the rights,privilegcs,agreements, rights-of- way,easements,conditioas,e�cocptions,restriotions and reservations as p�ist by virtue of prior recorded instivments,deeds or eonveyances. BEING the sarne premises conveyed by Randall L. Schilling and Bvelyn I. 5chilIing, husband and wife,to Paul B. Fienry,Jr. and Mary Jane Fienry,husband and wife,by Deed dated July 13, 1973, and recorded in the aforesaid County in Deed Book 66-U,Page 833. This is a izausfer from Grantors to themseives and ta their Revocable Living Trust and is not thcrcfore subject to traz►sfer tax. DEED Dated: I� �� 1 D � PALJL B. HENRY,JR. and MARY JANE HENRY,his wife Record&Retum to: Grantors, BRETT B. WEINSTEIN Attomey at I.aw , TO 705 West DeKalb Pike King of Prussia,PA. 19406 PAUL B. HBIVRY,JR. and MARY JANE HENRY, Co-Tnistees of TFIE PAUL B. HENRY,JR. AND MARY JANE HENRY REVOCABLE LNING TRUST Grantees. , . (' � vorttc cauNrr '�;, , t ASSESSMEN70FFICE - � �� — ` ', �� THIS DEED �� 0443225 THIS CONVEYANC�is rnade this,��y of�, 2004� between Paal B.Henry,dr:�nd Mary Jane Henry,husband and wife,of 48$ harf Road, � � Mechaniesburg,York Count3`>Pmnsl'IVan�a,�raatars,and Paal B.Henry,Jr�and Mary J Henx'Y, Co-T�e Paul B.Henry,Jr.and Mary Jane Henry Revocable Lfving Trust,�C�/ .�„_,_, 2004, of 48 S. Wharf Raad,Mechanicsburg,York County,Pennsylvania, Grantees. WTTNESSETii,that in consideration of the sum of One and NO/100($1.Op)dollar,in hand paid, the receipt of which is hcreby acimawledged,said Grantors do heceby grant and oonvey ta said Grantees: See Xegal description ottached hereto as EXHIBIT�A': C�sntors VVp�FtRt1NT that{.mamtors have goal right and suthority to execute and deliver this deed W the C;rantees, and that Grantors aza the owners in fee simple o£said premises, subjact only to those encumbrances of rtcord, if any,which were made,suf#'ered,or assumed by the Grantors. When tho context requires,s4ngulaz npuns and pronouns include the plural. ,Signed by: ,_ �_� � � PAUL B» NRY,JIi. 1��Y J HENRY i�Z��:�.t��$�. 1 COMM{7NWEALTH OF PENNSYLVANTA} COUNTY OF YORK} ss. t1n�is,the_��_,.daY Qf�.:_�}��__,2004,befart�,thc undersigned officer,peraonally appeared Paui B.Iienry,Jr. and ary Jane Henry,lmown to me to be the persons who executed the within conveyance and aclmowledged to me that they e uted the sarne for the purposes therem siated. NotaHOi Sea! JaAnn Smai�.Motary Publ� blic Upper 6ubpn Twp.,Monigamory Ceu My Commiaslan Expires A�pr. 4, 2045 I hereby oertify the address of the withicc grantees is 48 S.Wharf Road,Mechanicsburg,County of York, 3� State ofPennsylven' 7055. , '� sted to by: i�t 1706 Pare 229�i . i - � _ EXIiIBIT "A" 3Q'2�b�)�G`� d�� Z� C� C�C7C�C� • Parcel No. ALL the following described three (3)tracts of land, situate in the Township of Monaghazt, County of York and State of Pennsylvania,bounded and deacribed as follows: TRACT NO. 1 -BEGINNING at a stone; thence by land now or fom�erly of Ellis Eichelberger,North 88-3/4 degrees West, 33.5 perches to a stone in the public mad leadingto Mt. Pleasant;thence by said road and land now or formerly of E11is Eicholbergcr, South 27-3/4 degees West, 18 perches to a stone; thence by'land now or fasmerly o€�I1bert Hollinger, South 82-1/2 degrees East,48 perches to a stone; thence by Tract No. 2 described herein and land now or formerly of Henry Beatzel,North 15-1/2 degrees West,22 perches to the place of beginning; containing 4 acres and 112 perches of land,neat measure, more or less. TRACT NO. 2 -BEGINNING at a stone; thence by land now or formerly of Henry Bentzel, in an Eastcrly dirxtion,to a point in the public road leading from McCormick's Mill to Andersoatown; thcnce in a Southerly d'uection, by land now or formerly of Henry Bentzel, to a point on land now or formerly of Albert Hollinger; thence by land now or formerly of Albert Hollinger, in a Westerly direction,to a stone; thence by same and Traat No. 1 to a stone at the place of beginning; containing 6 acres, more or less. Now improved by a 1-1/2 story dwelling house. TRACT 3 -BEGINNING at a point on the South side of Lewisberry Road,at the comer of lands now or formerly Paul B. Henry, Jr.; thence by lands now or formerly of Paul B. Henry, Jr., South 22 degrees West, 272.25 feet,more or less to a double chestnut oak tree; thence by land now or formerly of Robert H. Moffitt,North 54 degrees, East 260 feet,more or less, to a point in Lewisbcrry Road;thence by said road,North 50 degrees West, 150 feet to a point, the place of beginning. UNDER AND SUBJECT to and together with the rights,priviieges,a�ements,rights-of- way, easetnents, conditions, exceptions, restricrions and reservarions as exist by virtue of prior recorded instruments, deeds or conveyances. BEING the same premises conveyed by Paul B. Aenry,Jr. and Mary Jane Henry,husband and wife, to themselves by Deed dated Deoember 2, 1965, and recorded in the aforesaid County in Deed Book 58-V, Page 103. This is a transfer from Grantors to themselves and to their Revocable Living Trust and is not therefore subject to transfer tax. DEED Dated: j�� ,��-{ %�-�% / PALTL B.I�E2VitY,JR. and MARY JANE HENRY, his wife Recoxd&lYeturn to: Gzantors, BRETT B: WEINSTEIN Attomey at Law TO 705 West DeKalb Pike IGing of Prussia,PA. 19406 PAUL B.HE2�tItY,JR, and MARY JANE HENRY, Co-Trustees af THE PAiJL B.I3EE1�(RY,JR.ANI3 MAFLY 7ANE HENRY itEVOCABLE LIVING TRUST Grantees. ` S�. �°'�°�"�'° Statement of Accounts �5000 LoW�e WNe PQBOxW . . � . Meeh�nlc�W�9�PA17055 . . M'd� 2J � www.m«nwnia.e� , 2012 tht'U Jun 24 2012 � � Nun�SWRehberA: �(B00)28SP328 � � � . �zc.u: �,�wirsn«ceoo>xa�,sn Accaunt Number: 253g6p � ruo: pn�es�•saia o.r000>zea-zi2e mn.ssi2 MEMBERS 1'� TN.��.�h: `�,2�-'�° ' _ Balances at a Glance: �nEnntcttEnrr cnvtoN Checkin9� 0.00 -- 1fi960 1 AV 0.350 16960-16960 SaVII,Ig$: � . ��.21- . � L��IIL��III��LI„Lf„II��IL�„„II„ILd�dI��LIL�d CeMificates: p.pp :� HENRYREVOCABLELIVINGTRUST L08T1S: �,� � C/O PAUL 8 HENRY JR MOney Mana9@mB�t: O.Q� ,� 48SWHARFRD ±� MECHANICSBURG PA 17055 SWIp@ 5 YTD R@Nrdfd: O.00 � Page: 1 of 1 � Your agpregate balance as of June 1 sf is 3285.27. An ayprepate balance of s2,5�0 andhaving 3 products 'r '� -- _ .. . __... _ .___...._ _ will_place you in the Silver MLR leve.i,. --.-- �� . . — -- ----- __.—__ Go qreen with eStatementsl ��,.,�„ -� See the e»�losed inscr!-f.ar rtlore detail&: , 1 � i�� r r 1 r d ��.. J > v !S a y; �� 1"+� 7°'�i � � }, f � v ,:R j � �. J � yr . t�}i�i y r� [ u �� w * 3 1 r rp 4 ,r r��rM�:C'�' `is?a!s p C f�'!.� �v'�'�� '�zir��`} 31�a ;:,��d 3 a�a p" .� ��,i� R �,�tt� �{�{��v�, ��71'k.��,�t`�� +� � t -. �}��n k F . �_,` � r�'i �, �' � 3 �` n`.(i�7R�'1++ura �� - � � � .� � .. x > t�*r F � it`>i{if . S � e^ l� �� z -��5 a�: . a , x�' x�u��'"a. • . '.� ��.n : � ;� �, �. � +� ��s��lr t.. . � . . . � . ;� y , .. .� A�� r � � A . � a°`„ � �r �1'., r;.;'+,�� .r,,. �} �yr,. 4 • �IT.". ..::1�° f:'. �'. Y { � � ''' .�X ��4� !( V4F ';. � .. . t ,:. it rit � � � I�� ZIY4Y �' I _�'} � I�P I:M1�o�l._ +I � � I Bl n � _ _ ,x � ya 7 'r:� ' � ' :;ec� Y°° m ,.�a 1, t... at �r � ;� 3.'e:. � A i i'. 6�• t� "��id. � �. � � ��: e�.,µ r pY..g a 4e �TM . fr:tx 0i V�e� �v„'v jJ;_ �u6� � 5��• R{L F� ' Pll AR «' 1F: 1 h) ' .. . . . . S 4%.: . . PAUL B HEI�PYJR MID MARYJANE Aoeounti11rtt172f/!!1 HENRYREYOCA9L6 LNNVIi 7R I AtARY.tAt�NEMRY flitfSTEE . . PAUtBtfENRYJRTRUStEf - . �. . .- . B81AlIClE .� . . . . � •;3.6U9.86 AvaraW OWNBYr� Ints(8ft E � �.21 Y r � . . . . :The�4araat eamsd arM ihe kfferoat p�d msY difier dmpending bn whe�interast ts credHad 10 your�epcoiuit. . . � .. . /�CC01111t/�C�N�Y � . . . DaM � p�w��tlon � . �. � Ad�. '$uWndian��. " . � BaNne� - O50T . � S�#,Stt.33 � � OSY1 S 310 XXSOC SEC 8?2t3 . St, . . �. � � � .178. � . ......... . g � OS-31 LIFE -GN L � .84 � .818. 7 � _;__.,......_.... .. .. , .,. . ._ ._ .. . ....._. .. __. .>_ _ .._. ..,, .. � . �06-08 �. CREDI tJM 0 13 70 � . . .21 . � � '~� SZ5,719.18 ... .. m � � w v . � . . � . . � . v � �,.1►.�.,,_ ,r�,s�ae�x � � r:t.a3 � � �L..! ld� ...�' `'� .lra�.�.l -�""� � 1�+K.o. � � �►aR�M�+�'", �/iw+r.:a. ,,,N+ #� W �„�,ri+�`/�" * � � �.1",L 9'f ~?,,,� ,u„� .� � K �� ,. �� npar z�1* r6arnrarr �� Canada Life �,�,�. "� �� August 19, 2013 �-fi .� Mary Henry 48 S Wharf Rd Mechanicsburg, PA 17055 Re: Policy Ir�formation Policy Number: 47369 -56 Annuitant: Paul B Henry Jr __�__ Dea�lVlrs.°Henry: ___ This is in response to your request for information on the above annuity. The value of the above policy on May 18, 2013 was $56,545.11 If you have any questions please contact our Customer Service Center at 1-800-879-8271 and a representative will be happy to assist you. Sincerely, r �.��t A , Marielle Loef Individual Customer Services Administrative Services OHice PO Box 989, Buffalo, NY 14240-0889 Phone: 1-800�79-8271 Fax: 1-888-588-3888 Monday,�june'10,2013 2:55 PM Malpeai Funeral Home 7176972414 p�� Malpezzi Funeral Home q � �a ,, i 8 Market Plaza Way ✓�c.ha �"d Mectianicsburg,PA 17055 �n��9�� J� � Michael7.MalvezLi.Owner.FD Jeremv 7. Shactzer.FD Kvle C.Knioe.FD June 10,2013 Mary Jane Henry 48 S. WharfRoad , Mechanicsburg,PA 11055 The Funetal Service fa Paul B.Hemy Jr. We aincerely appreciete the confidence you have placed iti us and will coatinue W assist you in wery way we can. Pleax feel free W conffict w if you liave any queationa in regard W this etatmieirt. THE FOLIAWING IS AN Il'EMIZED STATEMENT OF THE SERVICES,FACILR7E�,AUTOMOTfVE EQUIPMENT, AND MERCHANDISE 7NAT YOU SELECTED WHEN MAKING THE FUN&RAI,ARRANGEMENTS. � 1. PROFE&9IONALSERVICES: . . Servicee of Funmal Direetorl3taff � $5,415.00 - FUNERALHOME9ERVICECHARGES . � 55,47500 � SELECfED MERCHANDiSE: � � 18(iaauge Steel Ceskat $2,725.00 Cvardien&ainlVault . � 51,150.00 Ctoss Registar Packsge � 5195.00 THE COST OF OUR 3ERVICES,EQUIPMIIVT,AND MERCAANDI9E 7EiAT YOU AAVE 3ELECIED 59,5�6.00 AT Tt�TA4E PUNERAL ARRANQEMENTS WERE MADE,WE pDVANCED CERTAIN PAYMENTS TO � OTHERS AS AN ACCOMMODATlON. TFiE FOLLOWING IS AN ACCOUNTTNG FOR THOSE CHARGES. CASHADYANCES: . � . ��y gq�� 5200.00 Certified Deeth CeRific#ss � 530.00 . Newspeper Notices-Paaria . � $353.19 , . C(e�,/�pg� $100.00 prgmmist . . 3100.00 � . Flowecs . . $212.00� T07AL CASH ADVANCES AND 3PECIAL CRARGES � � 5995.19 . COIVIRAC7 PRICE . 510.540.19 � 1'O'fAL AMOUN7 DUE 510,510.19 � "T " �� u � CI ,�— �f 04 �. . � °s'� ia ��r.is _ 1VIASON F�NANGI�L �ERVTCES , Roderiek F.Mason, CPA* ,Estate Plannin8 246 9ak Cnove Court ' ��'� t�� Tax Services Mechanicsburg,Ptl 17�55=9702 Aceoupting Services phone: (117)766-G375- < �" Fa�c: (717)�66-t5�24 '- ✓ Registered R�resentative� e-maiL•mssant'sl(a�verizon.net ' �� .nn�«. *Sacurities offeied tticguBh X�.D.Vest Inveshnent�e;vicesA' Meinber SIPC , Mason Fitcancial 5ervices'is aot a,registered brAk'erldealer ' ot indepeadeat intestment advfsory�'mn. September 3, 2013 �{ - �� • Mrs; Paul .B. Henrp, Jr. ` 98 South Whar£ Aoad L �/ Mechanicsburg, PA 17055 �G-ne� FOR��PROFES31�NAL SERVICE9:AQJDBRED:.�� . � Prepaxation of Commonweaith of Pennsylvania Snheritance Tax RetUrn ,- S6D0_�30 , , . _ . . : .. - MASUl��'IN�YCIAI. S��t�IC�S : Redericl€F.14Is�n,Cl'A* Estau PlanniuB ` 248 C1Bk Gr9ve'�OUtC . '1'au 3ervices iv�ebhszµcebar�;PA 1'1If55:9?02 �j''j_ . J'hony f�i'�7b1r6375 ` l�c+;ouniiag, Tys� Ser�ices - Faii.(717�7fi6•d22'd . ,: . ` . e-mul maso�'sl�ve�zofi;aet ' �Registered.l�eprgseuta4ve ��, *3ecurilSe�o�throu�I;.T�.Westlmtashti�nt5av?cee°1 Mekn$ei'S"T�C N1a�qu F`u�aocial`�erV�ces fs irotg�egisce=ed.bT011aclffealet , or:u�depen�investiuent'-edvisbt9�itm. .,. " � :,. . r `r , , JuYie 18,. 2013 �/ �� ,�`�' . ris. Paul� a.; xe,aTy,; st � - � '48_ 5outh W�iar£ Road �, � Mech�nic�biiYg, ' PA ^ 1705b`- FORrPR4EE ONAi , , ; .:. AEf1i,' � �.� .: � � � :: , � �. . �+ P�eparatiori of 2Q12 Itlr�'svsdual I,zscome Tax iteturns FefletaT Retiirri Eorm -144Q PPc State RetuTn , k'orm 'PA:4Q - iN�.Stet� Returri F4rm TT-49PNR' ften.t Rebate Returii Ponii �000. 5300�00 , ' � _ „ � '' � .. - � �.�.�r , � .. . . . �