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ETT F TRE T C R E P 7
ri.e�si wa ro�r on�v
awr�
L 150561�140 150563014� J
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Continuation of REV-1500 Inheritance Tax Retum Resident Decedent
1-7.JOYCE CAMPANELLA
7scedenYa Name Pape 2 Pile Numher
�orrespondents
Vame Deytime Tekpbone Number
M A R C U S A . M c K N I G H T , I I I 7 1 7 2 4 9 2 3 5 3
�irat line of eddreas
I R W I N & M c K N I G H T , P . C .
iecontl Iine of address
8 0 W E S T P O M F R E T S T R E E T
:Ny or Poet Ofice Steb ZIP Code
C A R L I S L E P A 1 7 0 1 3
:ortesporttlaM's a-mail Wdrsss�
nder ,�de�a nmt� e�m�raa ads rewm,au�drw ac�pemino eclp�dves ww mar�na,am b na hssc ot my knwMapeaa oeler,
is Ikn atlrertlmn the peisorrel repraaenle5ue b bhaed an sN hddrrrtlon Mwhich hee pry WqwleApe.
URE O $ON E FLING RETURN /� ��DA1E
>
DDRES
400 CH S STREET APT 66 NEW YORK NY 10282
� 150561�24�
REV-1500 EX pecedenCs Social 5ewrity Number
(
oxa�tenesrrame: D• JBYCE CAMPANELLA
RECAPITULATION
t. Rasi Estate(^aChetluk A} ... . .... ................. ........ .......... i. � •
2. Stocks and Bonds(Schedule B) ... . . .. .... . . . . ..... . . ... ... ... . . . .. .. 2. •
3. Cbsely MeM Cprporation,Partnersh�s or Sob-Prcprietorsh�s{Scheduis G} .. ... 3. •
4. Mort4eges and Notes Receivable(Schadule D) .. . .... . . . ... .... . . . . . .... 4. •
5. Cash,Bank Deposits and Mist�:ellaneous Personai Property(Scheduk E}.. . .... 5. •
8. Jointly Owned Property{Sd�edule F) ❑ Seperate Billing Requested .. . .. .. 6. •
7. ir�ter-Vfr�TrAqsfets 8 Misceilerreou8 rabgtb Ptopetty
reov
iscnea��c� seaaraee s�Requestad .. ..... �. 3 5 9 6 3 0 . 9 6
8. ToqU Gross Mrsb(totel Unes t throuph 7) . .......... ............. ... S. 3 $ 9 6 3 0 . 9 6
9. Funerei Expanses and Administrative Coats(Schaduk H) . . .. . . . .. . . .. . . . . . 9. 1 � 3 2 ? . 5 b
10. Debts of Decedeht.MoRpage tiabilities,and Liens(Schedule i) .... ......... 70. 9 7 0 . 5 5
1 f. Totai bsductions(total Unes 9 and 10) . . .. . . . . . . . . . .. . . .... . . . . . .. ... 71. 1 1 2 9 8 . 0 6
12. Net VNue ot EsLb{Lir1e$minua Une 11) ............................ 12, � 4 8 3 3 2. 9 �
13. Charitobie snd GovammeMai Bequeatst3ec 9113 T�for which
an election ro tax has not been made($chedula J) .. . .. .. . . . . .. . ... . . . . . 73. . .
14. Ns!YNue 8ubjsct ta T�c(Lirro!2 minus Line 13} ...................... 14. 3 4 8 3 3 2 . 9 0
TAX CA{.CULATfON•SEE INSTRUCTtONB FOR APPLICABLf RATES
15. Amaunt of Line 14 taxable
at the apousel t�raM,or
ttaoafers ur�r^.xc.91 i6
ieI(72)X.0_,,. a . 0 � 15. �. � �
18. Amount of Line 14 taxable
at Ilneal rate X.045 3 4 8 3 3 2 . 9 0 1g. 1 S 6 7 4 . 9 8
t7. Amourrt 4f Lir�14 texabl8
at awr�g�� x.�s 0 . 0 0 ». �. 0 0
18. AmouM of Line 14 taxeble
atcoxetereireee x.�s � . � 0 �a. 0. Q D
19. 7AX DUE . . . .. . .. . .. . . . . . . . . . .. . .. . .. . . .... .. . . . . . . . . . . . . . . . . . . 19. Z S 6 7 4 . 9 8
20. FllL IN THE OVAL IF Y6U ARE REpUE9TIN(i A REFUND UF AN OVERPAYMENY �
$id9 2
� 1505610240 1505610240 �
REV-1500 EX Peqe 3 FIh NumMr
Decedent's Complete Address: o 0
DECEDENTSNAME
D. JOYCE CAMPANELLA
STREETADDRESS
550 E. MAIN STREET
cin srnh ziP
LEBANON PA 17003
Tax Payments and Credits:
�. TaxDue(Page2,Line19) (1) 15,674.98
2. CreditslPayments
A.Prla Payments 13 000.00
B.Discaunt 5 .00
TotalCredits(A+g) (p) 13,650.00
3. Interest
(3)
4. If Line 2 is greater lhan Line 1 +��3,enter the difierence.This is the OVERP/YYMENT.
FNI In oval on Pape 2,Line 20 to rsquat a refund. (4) 0.00
5. If I.ine 1 +Line 3 is greater than Line 2,enter the diHerence.This is the TAX DUE. (5) 2,024.98
Make check payable to: REGISTER OF WILLS, AGENT
� :;- ;: � ,..�� �� � �� �, ,
PLEASE AN8WER THE FOLLOIMNG QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did dece�nt make a transfer and: Yes No
a. retain the use or incro�ne of the p�operty transferred: ...................................................................... ❑ �
b. retain the right to designate who shall use Ihe propeAy transferted w its income: ...............................
c. retain a reversian�y interest�a ................................................................................................ ❑ �
d. receive the promise far Iife of either payments,benefits a care7 ....................................................... ❑ �
2. If death ocwrted after December 12,1982,did decedent hansfer property wilhin one year of death
wNlaut receiving adequate consideralion? ....................................................................................... ❑ �
3. Did dec�enf own an'in W at for'w payable-upon�eath bank eccount w security at his or her death7 ......... � ❑
4. Did de�ent own an individual redramenl account,annuity or olher non�xobate property,which
contains a bend'iaary designation?.................................................................................................. � ❑
IF THE ANSWER TO ANY OF THE ABOVE 4UESTION3 IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OP THE RETURN.
For dates of death on ar after July 1, 1994,and before Jan. 1, 1995,the ta�c rate imposed on the net v�ue of Uansfers to or for the use of the surviving spouse is
3 percent[72 P.S.§9116(a)(1.1)(i)].
Fw da�s of death on ar after Jan. 1, 7995,fhe tax rate imposed on the net value of transfers to a for Me use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.t)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and tlie statutory requirements for disdosure of assets and
filing a tax retum are slill applic�le even H lhe surviving spouse is ihe only b�nefiaary.
For dates of death on or aRer July 1,2000:
• The ta�c rate imposed on the net value of transfers from a deceased diild 21 years of age or younger at death to or for the use of a natural parent,an
adoptive pere�t or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)j.
• The tax rate imposed on the net value of Vansfers to or for the use of fhe decedenPs lineal benefiaaries is 4.5 percent,euept as noted in
72 P.S.§9116(12)[72 P.S.§9116(a)(1)1.
• The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under
Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-7510 E%�(0&09)
pennsylvania SCHEDULE G
DEPARTTAENi OF REVENUE iNTER•VIVOS TRANSFERS AND
INHERITANCETA%RETURN MISC. NON-PROBATE PROPERTY
RESIDEM DECEDENT
ESTATE OF fILE NUI�ER
D. JOYCE CAMPANELLA 0 0
Thb schedula must be comple�d and filed'rf ihe ansx�erM any of questlons t through 4 an page Mree of the REV•15001s yes.
�M DESCRIPTION OF PROPERN DATE OF DEATH %OF DECD'S EXCLUSION TA%ABLE
INCLUDE THE N4AE OF7lE7RPNSFHtEE,i1BR RElATI0N8MIPT0 DEC�B7f PND
NUfyBER n�w��amnr�.nnncHacaaroFn�o�wanFxesrn�. VALUEOFASSET IN�EREST �v�wruc.ap VALUE
1. FRANKLIN TEMPLETON INVESTMENTS 34,684.83 100.00 34,684.83
ACCOUNT NUMBER 02400240
2. OPPENHEIMER FUNDS 46,384.27 100.00 46,384.27
GLOBAL STRATEGIC INCOME FUND A
ACCOUNT NUMBER 00230 2308104492
3. OPPENHEIMER FUNDS 59,650.22 100.00 59,650.22
FLEXIBLE STRATEGIES FUND A
ACCOUNT NUMBER 00236 2360141548
4. OPPENHEIMER FUNDS 3,772.79 100.00 3,772.79
EQUITY FUND A
ACCOUNT NUMBER 00420 4204195554
5. OPPENHEIMER FUNDS 65,758.95 100.00 65,758.95
MAIN STREET FUND A
ACCOUNT NUMBER 00700 7003784583
6. BERNARD HEROLD&CO., INC. 25,336.31 100.00 25,336.31
ACCOUNT NUMBER 3H4-015384
7. BERNARD HEROLD&CO., INC. 106,480.65 100.00 106,480.65
ACCOUNT NUMBER 3H4-702916
8. ING LtFE INSURANCE AND ANNUITY 17,562.94 100.00 17,562.94
ANNUITY CONTRACT#4506802213000NM
TOTAL Also er�x m Line 7, ' lalbn S 359 830.96
M mae apece b nae�d,ise addMonel aheela M pePer of Ihe aeme size.
REV-7511 EX+(10-09)
pennsylvania SCHEDULE H
DEPM7M£NTOF REVENUE FUNERAL EJ�PENSES AND
INHEPoTANCETAXRETURN ADMINISTRNiTIVE COSTS
RESIDEM OECEDEM
ESTATE OF FILE NUMBER
D. JOYCE CAMPANELLA 0 0
DsesdeM's Mbb mist be nportsd on Scnsduk I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. KREAMER FUNERAL HOME 8 CREMATORY, INC. 4,387.52
2. ROYER'S FLOWERS&GIFTS 222•58
3. BATDORF RESTAURANT-MEMORIAL SERVICE WITH FAMILY 80.90
4. GIANT- MEMORIAL SERVICE 181.35
B. ADMINISTR4TIVE COSTS:
1. Personal Repesentative Commissions:
Name�s)of Peraonel Repre�tive(s)
Streel Addreas
Cqy SYete ZIP
Yeer(s�Canmk.sbn PaM:
p, nn«nerFees: IRWIN &McKNIGHT, P.C. 3,600.00
3, Femk�Exemption:(tt decedeM's eddress is rwt the same as deimem's,atlech expenatlon.)
Claimant
Street Address
City Smle LP
Reletiorehip W Claknent lo Decedent
4. Prabale Fees:
5. AccourtlaM Feea:
6. iex fietum Preperer Fees: PATRICIA A. ROSENDALE 375.00
FiNAL FIDUCIARY TAX RETURN
�. REGISTER OF WILLS-FILING FEE 43.50
8. CHRISTINA CAMPANELLA-TRAVEL EXPENSES 1,261.66
TOTAL(Alaa enter on Line 9,Recapitulffiion) S 10 327.51
If more spece Is needed,uae additlonal sheels d peper oi the sama size.
.. __.. __ _. - ._. _ .__ .. .
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
D.JOYCE CAMPANELLA
DecedeM's Name Page t File Number
Schedule H -Funeral Expensea 8 Administretive Costs -66.Tax Retum Preparer Fees
ITEM
NUMBER DESCRIPTION AMOUNT
2. JOANN Y. HAUER, LTD. 175.00
2012 INCOME TAX RETURNS
SUBTOTAL SCHEDULE FI� 175.00
. . . _. ___. _. . . ___... ._ . .__ __.... .
REV-1512 EX+(12-12)
pennsylvania SCHEDULE 1
DEPARTMEM OF REVENUE DEBTS OF DECEDENT,
INHERITANCETAXRETURN MORTGAGE LIABILITIES 8 LIENS
RESIDEM OECEDENT
EBTATE OF FILE NUMBER
D. JOYCE CAMPANELLA 0 0
I�port deMs incumd by fha dacedent prlor to duth fhat remalned unpald at the date of dealh,irreluding unrelmbura�d medlul expensa.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. THE LEBANON VALLEY HOME-NURSING 815.64
2. MILLENNIUM PHCY SYSTEMS MECHANICST- MEDICAL 95.64
3. VOHRA HEALTH SERVICES-MEDICAL 59.27
TOTAI.(Also enter on Line 10,Recapihilation) S 970.55
If more apace is needed,inaeR additlonal sheets of Me same size.
REV-1513 EX�(07-70)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERffANCE TAX RETURN
RESIOENf DECEDENf
ESTATE OF: FILE NUI�ER:
D. JOYCE CAMPANELLA 0 0
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADORESS OF PERSON(S)RECEIVING PROPERTY Do No!Lid Trud�s) OF ESTATE
I TAXABLE DISTRIBUTIONS pndude ayqM t dbMbu6ona end transfers under
Sec.91 f6(a (12).]
1. MARIA M.WAKEFIELD Lineal 174,166.45
105 CURVIN DRIVE 1/2 REMAINDER
HARRISBURG, PA 17112
2. CHRISTINA C. CAMPANELLA Lineal 174,166.45
400 CHAMBERS ST. APT 6B 1/2 REMAINDER
NEW YORK, NY 10282 •
ENTER DOLLAR AMWNTS fOR DISTRIBUTIONS SHOWN ABOVE N LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 Of REV-1500 COVER SHEET. ;
If more space is needed,use addkional sheets of p�er of the same size.
v�n<en<RrV rn/i�.
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fce (or [his certificate, $6.00 ,,����"""�°�-- This is [o certify that [he information here given is
r����Ep,�TH OF Pf�,y�`_ duly filed w th me asaLocal'Reg strtar.'The onginal
f� '_ !_� certificate will be forwarded ro the State Vital
�°v-�- . ;� ' a� Records Office for permanen[ filing.
* > . , *.
P 19 416 8 9 2 3��,,9 , _. . P��,'�S y�,,�� �
_9p�1fN�OE,O�,� ^„'�Ot• '�lMt�ti �� 6��L.{—
Certification Number ""°°'° Local R istrar Date Iss�ed
T'e�/Prin[In commorvwEwli vAN1A•OE>nPTrv�eui oF XEPLiX•vliAl aECOnos
°ei�k��k` � CERTIFICATE OF UEATH s�.«m�H�mn..:
a.o.aaene:upi N.n..�Fir,e.m�ea�.,�..q su q c�.�semr¢y rvumn.. ..e .m Imo orvn.11sp.0 me)
D. Jo ae C anella Fpmal 31 6 20 02 p A rD� 02 201
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� .-8�.4.. i..na. me,.me o.v. Ha�. mm�e. Suly '14, 1928 e ield I�
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c.Neme ntl C dE�ws�01 Funeral Faclll<y
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THE D. JOYCE CAMPANELLA TRUST
f, D. 10YCE CAMPANELLA, ofTopsham, in die Counry of Sagadahoc and the State of
Maine, hereby a;ree witll D. JOYCE CAMPANELLA (hereinafter, together with her successors,
referred to as the "Trustee") as follows:
WHEREAS, I intend to [ransfer to the Trustee, during my life or at my death, assets [o
be heid [N TRUS"C in accordance with die terms of this instrument; and
WHEREAS, the Trustee is willing to accept the assets so transferred as well as assets
transferred from any other source and hold them as required by this instrument;
NOW, THEREFORE, [ hereby estabiish THE D. JOYCE CAMPANELLA TRUST to be
held on the following terms and conditions.
Anicle /. Disposilzon During My Lifekme.
During my lifetime, the Trustee shall dispose of the net income and principal oF the �rust
createil under this instrument as [ direct the Trustee from time to time in a written instrumen[,
signed by me and delivered to the Trustee during my lifetime. Notwithstanding the foregoing,
however, if in the event 1 am adjudicated incompetent or if [ have become incapacitated pursuan[
to the terms of this instrument, the Trustee, other than my husband, may, in its absolute
discretion, from time to time while iLbelieves such incapacity continues, apply all or any part of
the net income and principal of the trust established under this instrument for my benefit in any
way, or may pay or apply the same to or for the benefit of my husband, PHILIP A.
CAMPA[VELLA, to provide for his health, education, maintenance and support in such arnounts
and at such times as the Trustee may determine. Any net income in any fiscal year of the trus[
which is not disposed of by the Trustee in accardance with the foregoing provisions of this Article
shall be added to the principal of the Trust.
Arlicle I!. Disposition Af[er My Death.
Upon my dea[h, f direct the Trustee to dispose of the principal and undistributed income
of the trust as follows:
A. L [f my husband, PHILIP A. CAMPANBLLA survives me, l direct die
Trustee to set aside all the assets of the trust to be held as a separate trust, known as the
Marital Trust, on the terms and conditions set out in Subparagraph 2 of this Paragraph,
subject to any disclaimer made pursuant to Subaragraph 5 of this Articfe [I.A.
2. The Trustee shall administer the Marital Trus[ as iuliows:
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(a) During the period in which my husband survives me, the 'Crustee
shall distribute to my husband, at least as often as quarterly, all the net income of
the Marital Trust. After the death of my husband, the Trustee shall distribute to
the personal representative of my husband's estate any income of the Marital Trust
that had accrued to the Marital Trust before the death of my husband but had not
been distributed to him before his death. In addition to distributions of income, the
Trustee may distribute ro my husband irom the principal of the Marital Trust such
amouncs, including all of the principal, as my husband may request in writing from
time to time. -
(b) On the death of my,husband, the Trustee shall, unless my husband
directs by will the payment of a lesser sum, pay from the Marital Trust to the.
personal representative of my husband's estate the Tax Amount described in �his
Clause. The Tax Amount shall be the amount by which the sum of all Transfer
Taxes due as a result of the death of my husband exceeds the sum of all Transfer
Taxes that would have been due as a result of my husband's death had the Marital
Trust not been in existence on the date of my husband's death. The Trustee may
�ely completelq on any statetn$nt signed by the personal representative of my
husband's esrate•certifying the Tax Amount, and the Trustee shall have no dury ro
ascertain the Tax Amount independendy. Paymen[ by the Trustee of the amuunt
shown in any statement by the personal representative of my husband's estate shall
be a full discharge of the Trustee with respect to that amount.
(c) On the death of my husband and after making any payment required
. : pursuant to the foregoing Clause of this Subparagraph, the Trustee shall dis[ribute
the theo remaining assets of the Marital Trust to such of my issue, on such terms,
trusts, conditions and (imitations, and with such trustees (if any), as my husband
may appoint in any will he leaves which is admitted to probate and refers
specifically ro the power of appointment granted to him under this Subparagraph.]
(d) To the extent my husband fails effectively to exercise the power of
appointment granted to him under this Subparagraph, the assets of the Marital
Trust remaining at the death of my husband shall be distributed to my issue, per
stirpes.
3. Notwithsranding any other provision of this instrument, no powers,
authorities or discretions available to the Trustee shall be exercised or exercisable with
respect to the Marital Share in any maitner incoiuistent with the qualification of the Marital
Share for deduction pursuant to section 2056 of the Code in computing the federal estate
tax due as a result of my death.
4. The Trustee shall not allocace to the Ma:i�:i Trusl any asset or any proceeds
from the sale of any asset which, for any reason, would not, if so allocated, be eligible for
THE D. JOYCE CAMPANELLA TRUST
�-
deduction pursuant to section 2056 of the Code in computing the federal estate tax due as
a result of my death. No asset of the trust under this instrument that is subject to any
foreign death ra.r shall be allocated to the Marital Trust unless, and then only to the extent
that, the �ther assels held by the Trustee are insufficient to fund the Marital Share fully.
5. In the event that my husband or my husband's attorney-in-fact c�r the
conservator or personal representative of my husband's estate discfaims my husband's
interest in the Marital Trust or any portion of it, the properry disclaimed shall be held as
a separate trust, known as the Credit Shelter Trust, on all the same terms and conditions
. applicable to the Credit Shelter Trust established under Paragraph B of this Article. In
addition to any other method of disclaimer recognized by law, my husband (or his
atrorney-in-fact or the conservator qr personal representative of his estate) may disclaim
by delivering to the Trustee a signed instrurnent of disclaimer which describes with
reasonable particularity the property to be disclaimed.
6. Notwithstanding any other provision of this instrument, for purposes of
determining whether any disposition described in this instrument.by reference to an amount
; of money rather than as a fractional interest in a larger whole has been satisfied, assets .
other than money distributed in satisfaction of the disposition shall be va}ued by the
Trustee on the date they are distributed.
B. [f my husband survives me and disclaims all or a portion of his interest in the Trust,
such disclaimed property shall be set aside as a separare trust, known as the Credit Shelter Trust,
on the following terms and conditions:
1. At the request of the personal representative of my estate, the Trustee shall
pay such amount or amounts as the personal representative may from time to time request
to satisfy (a) my funeral expenses, (b) any of my debts, (c) any expense of administering
my estate, (d) any bequest of cash made under my will, and (e) any tax of whatever nawre
imposed by any jurisdiction. Payments for purposes iden[ified in this Subparagraph shall
be made from the assets of the Credit Shelter Trust. If the assets of the Credit Shelter
Trust are insufficient to provide for the full payment of amounts due in accordance with
this Subparagraph, assets of the Marital Trust shall be used. All property, both principal
and income, of each trus[ listed shall be exhausted before any property of a trust listed
subsequently is utilized for any purpose of this Subparagraph. Any payment authorized
or direc[ed in this Subparagraph may be made by d1e Trustee to the personal representative
of my estate or to any person identified by the personal reprasentative of my estate upon
presentation to the Trustee of a statement signed by the personal representative of my
estate certifying the amount payable pursuant to this Subparagraph, and the Trustee shall
have no dury to ascertain independendy the amount so requested by the personal
representative. I'ayment by the Trustee of the amount shown in any statement by die
personal representative of my estate shall b° a F!�.II discharge of the �'rustee with respect
to that amount.
THE D. JOYCE CAMPANELLA TRUST
�,- -.
,:
�♦'"
2. Until termination of the Credit Shelter Trust as provided below, the Trustee
shall distribute to or for the benefit of my husband, at least as often as quarterly, all the
net income of the Credit Shelter Trust. In addition to distributions of income, my Trustee,
other than my husband, may distribute to or for the benefit of my husband from the
principal of the Credit Shelter Trust such amounts, and at such times as such Trustee, in
his discretion, may from time to time consider necessary or zdvisable to provide for my
husband's health, support and maintenance. Upon my husband's deatl�, any income earned
but undistributed through the date of his death shall be paid to his estate and his income
interest shall terminate. -
3. Effective on the date of my husband's death or the date of my death if my
husband faifs to survive me, the Credit Sheiter Trust shall terminate and my trustee shall
divide the then remaining principal and undistributed income to my issue per stirpes.
Article lII. Provisions Applicable ta All Trusts.
A: In determining whether to make discretionary distributions of principal or income
permitted under ihis instrumeitt; the Trustee may; but need not; take into account the income and
assets.available otherwise than' pursuant to this instrument to support ary person to whom the
distribution might be made. The Trustee may make any discretionary distribution of principal
authorized under this instrument utterly without regard to the effect of the distribution on the
interest of any remainder beneficiary of the trust from which the distribution is made.
B. Except as any donee of a power of appointment conferred under this instrument
may specifically provide to the contrary, the interest of each beneficiary in the income or principal
of any trust established under this instrument shall no[ be subject to attachment or capable of
anticipation or alienation, whether voluntary or involuntary.
C. Notwithstanding any other provision in this instrument, every trust established
under this instrument shall, unless sooner vested, terminate on the date 21 years after the death
of the last to die of my husband and my issue who are living on the date of my death. Upon a
trust's termination pursuant to this Paragraph, the Trustee shall distribute the then remaining
principal and undistributed income of the trust to the oldest member of the class of persons
composed of my then living issue to whom the income of the trust at the time of the termination
might or must be paid.
D. Notwithstanding any other provision of diis instrument, in the event that the Trustee
comes into possession of property to be added ro any trust under this instrument which properry
has a vatue that would cause the trust, in the absence of this Paragraph, to have an inclusion ratio,
as defined in section 2642 of the Code, of other than one or zero despite the application to the
trust of any exemption available pursuant to section 2631 of the Code, the Trustee shall divide the
property into two separate trusts, one ha��n� an i��cl�sion ratio of one and the other having an
inclusion ratio of zero. The Trustee shall hold and administer both trusts created pursuant to this
THF I� ]nYCF CAMPANF.T.I.A TR(ICT
. 4'.
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Paragraph on the same terms and conditions that would have applied to the original trust if it had
not been divided in accordance with this Paragraph.
E. Upon the termination of any trust established un�er this instrument, in the event
that any portion of the principal or income of the trust has not been effec[ively disposed of by
other provisions of this instrument, the Trustee shalf distribute the portion of che then remaining
principal and income of the trust not otherwise effectively disposed of to the same persons and in
the same proportions as would have been required under.the laws of the State of Maine then in
effect had I died intestate on the date of such termina[ion, domiciled in Maine, unmarried and
owning outright and absolutely the property of the trust.
F. I. {n the event that any property, whether principal or iocome, disposed of
under this instrument becomes vested in and payable ro a person who, at d�e time the
property vests, has not attained the age of 21 years, the Trustee may make delivery of the
property in any of the ways identified in Subparagraph 2 of [his Paragraph or,
notwithstanding any other provision of this instrument, may de`er delivery of the properry
, until. the person entitled to it attains the age of 2 t years: During any period in which
. delivery of property is deferced, the Trustee shal4 hold the propercy whose delivery is :
de.'erred as a separate trust for the benefit of the person to whoirri� weuld, but for this
Paragraph have been payable (the "Beneficiary"), and ihe Trustee shall, during the period
of the deferral, pay or apply to or for the benefit of the Beneficiary as much of [he net
income and principal of the trust (including all of the net income and all of the pnncipal)
at such times and in such amounts as the Trustee, in its absolute discretion, considers
necessary or advisable to provide for dle care., comfort and suppor[ of che Beneficiary.
Any net income not paid to or"applied for the:benefit of the Beneficiary shall be added to
the principal of the Beneficiary's trust estabiished under this Paragraph. The trus[
established under this Puagraph shall terminate on the first to occur of (a) the twenry-first
birthday of the Beneficiary in whom the property is vested or (b) the death of the
Beneftciary in whom the property is vested. Upon the termination of any trust estabfished
under this Puagraph, the Trustee shall distribute all the remaining property of the trust to
the Beneficiary for whose benefit the trust has been establishe�, if the Beneficiary is then
living or, if the Beneficiary is not then living, to the personal representative of the
Beneficiary's estate for distribution according to the Beneficiary's wili or the laws of
intestacy of the Beneficiary's domicile, as the case may be.
2. Whenever under the terms of this instrument property vests in or is payable
to a person who has not attained the age of majoriry or who, in the Trustee's absolute
discretion, is under any other disability (whether or not the disabiliry has been
adjudicated), the Trustee may, notwithstanding any other provision of this instrument,
make delivery of the property to which the person is entiNed in any of the following ways:
(a) Dy dcli•:ering t};e properry to the person's guardian, the conservator
of the person's estate or to any other individual having the care and cus[ody of the
THE D. JOYCE CAMPANELLA TRUST
�.
, _ ,7
�-
�:
person or of the person's property.
(b} By paying directly to the person such sums as the Trustee considers
advisable in light of all the circumstances.
(c) If the person has not attained the age of 2l years, by delivering the
property to a custodian for the person under any Uniform Gifts to Minors Ac[ or
any Uniform Transfers ro Minors Act. I authorize the Truscee to select any
individual or institution to serve as cusrodian for the person under the Uniform
Gifts to Minors Actor Uniform Transfers to Minors Act of any jurisdiction,
whether or not any other custodian is then serving. I also authorize the Trustee to
elect that the custodian so selected retain funds due any person until that person
attains the age of 21 years if such an election ts possible under the governing act.
(d) By applying all or any portion of the property directly for the
person's benefit in such manner as the Trustee, in its absolute discretion, considers
advisable.
3. Any delivery or application of properry made by the Trus[ee in a manner
permitted under this Paragraph shall discharge the Trus[ee of any liability for the value of
the property delivered or applied whether or not the Trustee obtains a receipt.
Artiele IV. Administrarive Powers.
- ln addition to any power granted by law or other provisions of this instrument ro the
Trustee, but subject always to the restrictions imposed in Articles 11 and V, the Trustee shall have
the following powers over any property that is an asset of any trust established under this
instrument, whether or not the property is the subject of a specific gif[, and in no case shall the
Trustee be required to seek audlority from any court or to post a bond before exercising any power
given in this Article. The Trustee shall haue the power:
A. To sell and convey all or part of any property, without first providing notice of the
sale to any person who would otherwise be entitfed to the property, at any sale, public or private,
on such terms as the Trustee considers appropriate, including the extension of such credit to any
purchaser of property as the Trustee considers advisable.
B. To borrow money for any purpose, with or without securiry, for such period
(including any period beyond the existence of any trust established under [his instrument) and at
such interest as the Trustee considers advisable, and to pledge, hypothecate or mortgage assets
subject to the Trustee's control as security for any borrowing for a like period.
C. To recogniz.=and pay tax on or cause any other person to pay tax on appreciatio;
in the vatue of assets at die time the assets are distributed, even if tax might then be avoided, and
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to make or decline to make, in tlie absolute discretion of the Tr�stee, any adjustment between the
shares of persons entided to any property, whether constituting principal or income, under any
provision of this instrument as a result of any inequiry arising out of tlie manner in which assets
of any trust are taxed.
D. To retain proper[y as an investment irrespective oF any resulting lack of
diversification in the Trustee's investment portfolio, and whether or not d�e property is of a
character that woufd make its acquisition improper or imprudent for [he Trustee in the absence uf
this express authorization. -
E. To invest in property of any kind, whether real or personal, foreign or domestic,
and including, without limiting the generality of the foregoing, stocks, bonds, notes, warrants,
debentures, options, futures, certificates of deposit, depository receipts, mutual funds, money
mazket funds and eommon trust funds, whether or not any particular properry is issued, managed
or syndicated by the Trustee; to invest in any properry in which the Trustee is individually
interested as a co-owner, to invest in any properry irrespective of the fact diat, in the absence of
this Paragraph, the property would not be considered a proper investment for the Trustee either
: because of the character of the properry or because of the charac[er of the other properties in .
which the Trustee has invested other assets of any trust under this instrument. •
F. To manage any real estate as if the owner of its absolute equitable and legal tide;
to grant or acquire leases or options to purchase or sell any interest in real property, including
leases and options having terms extending beyond the adminisvation of any trust established under
this instrument, thereby fully binding any successors in interest to the Trustee; to enter into
covenanFS running with title to any real estate; to partition or agree with any others interested to
partition, without the approval of any court, all or any part of any parcef of real property; to
subdivide and develop real properry; to dedicate any portion of real properry to pubiic or
municipal use; to grant and receive easements and rights of way; to alter, erect or raze
improvements located on real properry; and to do all these [hings without regard to whether the
Trustee owns any interest in any real properry constituting a part of any trust established under
this instrument in any other capacity.
G. To allocate all receipts and charge all expenses or disbursements to principal or
income as the Trustee may consider advisable; to fund or refrain from funding reserves for
depreciation and depletion in the value of any asset on such terms and over such time as the
Trustee may determine.
H. To exercise all options and conversion, subscription, voting and other rights of
whatever nature; to grant or exercise proxies, including proxies that are discretionary and grant
the power of substitution; to consent to and participate in or to oppose any tbreclosure,
liquidation, reorganization, merger or odier plan or action by any corporation, and, in connection
with any such p!an, to deposit any pro�erry with a protective, reorganization or similar comm�ttee
and to delegate discretionary power to and share dle operating cost of any protective,
TEiE D. JOYCE CAMPANELLA TRUST
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reorganization or similar committee.
I. To lend money for any purpose, with or without security, for such time and on such
terms as the Trustee may determine, or to guarantee xny debt.°
J. To employ and compensate agents, including, without limiting the generality of the
foregoing, attorneys, investment advisors, brokers, accountants and custodians, the compensation
of each of whom may be determined and paid independently of any compensation paid to the
Trustee or to any other agent, and each of whom may be employed regardless of any connection -
between the agent employed and the Trustee; to delegate to such agents, or any of them,
temporarily or permanently, such discretionary powers, for such time as the Trustee considers
advisable; provided, however, that nothing in this Paragraph shall be construed to permit the
Trustee to delegate to any other person all of the Trustee's powers and duties under this
instrument.
K. To hold any property or cause any properry to be held in nominee registration or
unregistered, or .in the name of the Trustee, without any indication of r.he fiduciary capacity in
which Ehz properxy is held. .
L. To extend or accelerate the time of paymen[ of any obligation owing to or by any
trust under this instrument and to compromise, setde, submit to mediation or arbitration, or to
release, wholly or partially, and for such consideration (including none) as the Trustee may
consider advisable, any claim, whether favorable or adverse.
M. To distribute ro beneficiaries wholly or pazdy in kind rather than in cash and iii pro
rata or non pro rata shares.
N. To continue or permit the continuation of any business, whether or not
incorporated, which [ may own, operate or have an interest in at the time of my death for any
period the Trustee considers appropriate, including any period extending beyond the
administration of any trust created under this insvument and beyond any period otherwise allowed
by law; to incorporate, without the consent or approval of any person, or to recapitalize or
liquidate any business upon any tenns the Trustee considers appropriate; to invest additional sums
in any business without any liability on the part of the Trustee for any resultant lack of
diversification of investments; and to act as or select any other person to act as a director, officer
or emp(oyee of such business and to be compensated for so acting without regard to any
compensation received for acting as a 1'rustee.
O. To retain, increase, reduce, explore, develop, shut in or abandon any interest which
I may own at my death or which the "Crustee may own thereafter in any oil or gas explora[ion or
recovery venture, whedier in the form of a partnersliip interest, a :rust participation, a working
interest ur ��the�wise, and whether or not the interest is productive; to expend or ::ud-:urize the
ezpenditure of funds to accomplish any of die foregoing or any other ends related to any of them.
T[-� D.JOYCE CAMPANELLA TRUST
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P. To join or continue in the operation of any parmership as a general or limited
putner; ro make loans to and borrow money from any parmership; to tenninate, sell or redeem
any partnership interest; to execu�e paztnership agreements, amendments to partnership agreements
and certificates of limited partnership; to accept as final and binding any statement of any other
partner or partners as to amounts due from or to any trust established under this instrument
without demanding a partnership accounting; to accept properry other than money in liquidation
of any partnership interest and if the Trustee is interested personally in any partnership in which
any trust established under this instrument is interested, no rule of self-dealing or divided loyalty
shall be applied to the actions of the Trustee in dealing with the partnership (including purchases _
and sales to or from the Trustee in the Trustee's individual capacity, which purchases and sales
[ hereby authorize) as long as die purchase or sale of any interest in the partnership to or from any
trust is at the fair market value of the interest as determined by a disinterested and otherwise
qualified appraiser.
Q: To abandon any asset if, in the absolute discretion of the Trustee, the value of[he
asset wilf notjustify the expense of collecting, valuing, managing and transferring it in accordance
with the terms of this instrument; ro record notice of any abandonment in public land records or
elsewhere.
R. To do all things, initiate all proceedings, exeeute, acknowledge and deliver all
dceuments and exercise ali rights and privileges necessary or incidental to any of the foregoing,
and to have and exercise all power and authoriry, even though not specifically given in this
instrument,.over property constituting a part of any trust established under this instrument as if
the owner of absolute legal and equitable ti[le to such property.
S. To expend income and principal of any trust established under this instrument to
(1) conduct environmental assessments, audits and site monitoring to determine compliance with
any federal, state or local statute, ordinance or regula[ion concerning environmental hazards or
liability for environmental hazards (hereinafter collectivety referred to as "Environmental Laws");
(2) take all appropriate remedial action to abate, contain, prevent, clean up or remove any
environmental hazard including a spill, release, dischazge or contamination, either on the Trus[ee's
own accord or in response to an actual or threatened violation of any Environmental Laws; (3)
institute legai proceedings concerning environmental hazards or contest or setde legal proceedings
brought by any local, state or federal agency concerned with environmental compliance, or by a
private litigant; (4) comply wi[h any local, state or federal agency order or court order directiiig
an assessment, abatement or clean-up of any environmental hazards; (5) inspect real estate
proposed for contribution to or acquisition by any trust under this instrument for environmental
hazards or violation of any Environmental Laws before accepting or acquiring such real estate;
and (6) periodically inspect, review and monitor, or require die inspection, review and monitoring
of any and all property held in a trust under this instrument for the purpose of assuring compliance
with any Environmental Laws affecting such properry, with all expenses of such inspection,
rc.view and monitoring to be paid from the income or principal of such !r�s: as the Trustee may
determine.
THE D. 10YCE CAMPANELLA TRUST
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T. To combine any trust established under this instrument with any trust established
by my husband under his will or otherwise, without seeking permission from any court or any
beneficiary of either trust, if the trusts to be combined have the same trustee, the same terms and
the same beneficiaries (widiout regard to contingent remainder beneficiaries). [n the even� of any
such combination, the Trustee shall determine and record in a writing whether the combined trus[
is ro be governed by this instrument or by the terms of the trust established by my husband, and
the determination of the Trustee in this regard shall be final and binding on all beneficiaries of the
trust, including beneficiazies who are unascertained or unborn on the date the trusts are combined.
Article V. Provisions Relaling to the Trustee.
A. I reserve .the right during my lifetime to remove from office any Trustee serving
under this instrument by delivering to that Trustee a written instrument of removal signed by me.
I also reserve the right during my lifetime ro appoint additional Trustees by delivering an
instrument of appointment to each Trustee who is to be appointed and ro each Trustee servin;
under this instrument at the time of the appointment. Any instrumenrof removal or appointment
executed .in accocda�ce with this Paragraph shall be effective immediately unless iu [enns
expressly otherwise:provide. .
B. Any Trustee serving under [his instrument may resign at any time by delivering a
written instrument of resignation to the person or persons entitled under Paragraph A of this
Article to remove the Trustee from office. If ! am deceased, any trustee may resign by delivering
the written instrument of resignation to the then income beneficiary under the trust. Any
instrument of resignation delivered in accordance with this Paragraph shall be effective
_ immediately unless its terms expressiy otherwise provide.
C. Upon delivery to me of written certification of two (2) attending physicians that I
am incapacitated, or if a conserva[or has been appointed for me or if I have been adjudicated
incompetent by a court of competent jurisdiction, I shall be removed as Trustee and my successor
Trustees may commence to act as Trustees with out liability. Upon court determination of my
capacity or upon the revocation of the writings of the two (2) attending physicians, [ shall be
reinstated as Trustee.
D. After my death or if my Trustee is unable or unwilling to serve or continue to
serve, I hereby appoin[ my husband, PHILIP A. CAMPANELLA, and MARIA M. WAKEFIELD
to act as successor Co-Trustees. If MARIA M. WAKEFIELD is onwilling or unable to ac[ or
continue to act as Co-Trustee, I hereby appoint CHRIST[NA C. CAMPANELLA as successor
Co-Trustee. [n no event shall my husband be the sole trustee.
E. After the deadt of my husband, or if he is unwilling or unable tu act or continue
to act as Trustee, f hereby appoint MARIA M. WAKEFIELD and Ck[RISTINA C.
C;AMPANELLA to act as successor Co-Trus[ees. [f either C.�-"�rus,ec: is unwilling or unable to
act or continue Lo act as Trustee, I appoint the other to act as sole successor Trustee
TF�D. JOYCE CAMPANELLA TRUST
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F. My husband may at any time and from time to time remove the currently acting Co-
Trustee, with or without cause, and appoint an individual (other than my husband) bank or trust
company to ac[ as successor Co-Trustee. Any appointment or removal under this section shall be
in writing signed by my husband and delivered co the Trustee rzmoved or appointzd. A successur
Trustee appointed under this section shall be a resident of the U.S. and shall not be related to or
subordinate to my husband (within thz meaning of Internal Revenue Code Section 672(c)).
G. [f all successor trustees are unable or unwilling to act as Trustee, the successor
trustee shall be some bank or trust company qualified to do business in Maine, which successor -
shall be designated by a majority of the then beneficiaries of the trust in a written instrument
executed by the beneficiaries.
H. To the exten[ that the exercise by my husband as Trustee of.any rights, powers or
duties conferred in this instrument shaii or might cause the inclusion of any of the corpus of the
trust in my husband's estate which corpus would otherwise not be so included, [ direct that the
exercise of those rights, powers, and duties shail be vested exclusively in the Co-Trustee.
. L The Trustee may in hiS,discretion permit my husband to occupy rent free any :
residence constituting a part of this trust for his benefit and to pay real estate taxes •thereon,
expenses of maintaining the residence in suitable repair and condition and insurance premiums on
the residence.
L A Trustee may from time to time delegate in writing the power to sign checks and
the custody of a trust fund to a Co-Trustee for such period or periods of time as the Trustees may
de[ermine, and other powers and discretions may be del.egated for periods not exceeding one year
at a time; provided, however, that any powers or discretions wi[hheld from any Trustee by [he
terms of this trust shall not be delegated to such Trustee under this clause.
K. The judgment of the Trustee from time to time in office, whether named in or
pursuant to this instrumen[, as to any matter lef[ to the Trustee's discretion shall be absolutely
final and not result in any liability for the Trus[ee unless it is shown that the Trustee acted in bad
faith or with reckless disregard of its duties. No Trustee serving wtder this instrument shall be
held personally liable or subject to surcharge for any decision the Trustee made or for any action
the Trustee took or failed to take, u long as the Trustee acted in good faith and without a reckless
disregard of its duties. No Trustee shali incur any personal liabiliry for any action taken or not
taken by any Co-Trustee or for any action taken or not taken by any predecessor Trustee.
L. Notwithstanding any provision of this Trust [o the contrary, at no time shall the
discretion conferred on the Trustee (in the Trustee's capaciry as Trustee) to distribute income or
principal of the Credit Shel[er Trust be exercisable by a Trustee, acting alone or in conjunction
widi any other pers�n, in favor of such Trustee, such Trustee's estate, such Trustee's creditors,
or the creditors of such Trustee's estate, or [odischar5c sucll T;U3tee's legal obligations including
such Trustee's legal obligations of support; furthermore, at no time shall the discretion conferred
TF� D. JOYCE CAMPANELLA TRUST
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herein on the Trustee to terminate a trust be exercisable by a Trustee (in the Trustee's capaciry as
Trustee) aeing alone or in conjunction with any other person, if such Trus[ee would receive any
part of the income or principal of such trust on such termination. [f any such discretion is not
exercisable by a 1'rustee under the provisions of diis paragraph, such discrecion shall not be
exercisable until a Trustee is appointed who is capable of exercising the same. This paragraph
shall be unequivocally construed to prevent the creation of a general power of appointment over
income or principal of die Credit Shelter Trust in a Trustee based on the discretion given the
Trustee to distribute income or principal of the Credit Shelter Trust to such Trustee or for such
Trustee's benefit. -
M. . Notwithstanding any other provision hereof, and except as provided in this
paragraph, che Trustee may not distribute to or for the benefit of my estate, any charity or any
other non-individual.beneficiary any benefits payable to this trust under any qualified retirement
plan, individual retirement account or other retirement arrangement subject to the "minimum
distribution rules" of section 401(a)(9) of the Code, or other comparable provisions of law. It is
my intent that all such retirement benefits be distributed to or held for only individual
beneficiaries, within the meaning of section 401(a)(9) and applicable regulations. Accordingly,
I direct that such benefits may not be used or applied for payment of my debts, taxes, expenses
of adminisiration or o[her claims against my estatz; nor for payment of estate, inheritance or
similar transfer taxes due on account of my death except to the minimum extent that would be
required under applicable state or federal tax apportionment law in the absence of any specific
provision on the subject in this instrument. This paragraph shall not apply to any charitable
bequest which is specifically directed to be funded with retirement benefits by other provisions
af this instrument.
N. No Trustee named in or pursuant to this instrument shall be required to post any
bond for the faithful performance of any duty. In the event Chat bond is required by law, I direct
that no sureties on the bond be required.
O. No person who deals with a Trustee named in or pursuant to this instrument shall
have any dury to investigace the authority of the Trustee to enter into any transaction or to
ascertain whether assets paid or transferred to the Trustee are properly applied.
P. [ direct that the Trustee provide complete statements showing the assets, income,
disbursements and other activities in each trust established under this instrument at my reasonable
request during my lifetime and at least annually after my death. Dunng my lifetime any such
statements rendered by the Trustee shall be delivered to me. After my dea[h, during [he
continuance of any trust under this instrument, the Trustee shall deliver any such statement w all
the beneficiaries. On the termination of any trust established under this instrument, the'I'rus�ee
shall deliver a final statement to the beneficiaries entitled ro a share of the remainder of the trust
in question. [f any beneficiary who is entided to receive a statement under the preceding
provisions of this Paragraph has not attained tue a�e oi majority oc is determined by the Trustee,
in iLS absolute discretion, to be under any disability (whether or not the beneficiary has been found
THF. I7 .InVCF('AMPANFf_I.A TRI7ST
incapacitated by a court) at the time any statemenc required under this Paragraph is due, the
Trustee may deliver the stacement [o that beneficiary's parent, guardian or at[orney-in-fact or [o
the conservator of that beneficiary's estate. The Trustee's determination of the identity of the
person to whom statements are to be delivered under this Paragraph sViall be final and binding on
all persons interested in the trust as ro which the statement is rendered. Any person who receives
a statement in accordance with the terms of this Paragraph shal] have 90 days following receipt
of the statement to notify the Trustee of any objection to the conduct of the trust's affairs during
the period covered by the statement and, unless the person to whom the statement has been
delivered notifies the Trustee in writing of an objec[ion within the 90 days, the Trustee shall be -
released and discharged of any liability to any beneficiary for its conducc of the trust's affairs
during the period covered by the statement, to the same effect. as if a court of competent
jurisdiction had entered an order allowing the trustee's account tbr the same period, unless a
beneficiary subsequently proves that the statement rendered in accordance with this Paragraph
omitted material facts or contained materiaf misstatements of facts and that [he facts omitted or
misstated were or should have been known to the Trustee at the time the s[a[ement was rendered.
Q. Except as otherwise provided, if at any time there are three or more Trustees in
� office under this instrumenc, the action of a majori .ry of the Trustees ac any ci�iie in office shall be •
sufficienc to transact any business or for the exercise or nonexercise oF any ri�hts, power� and
discretions conferred upon the Trustee.
R. The Trustee shall be entided to compensation for its services in accordance with
its regular fee schedule as in effect from time to time.
Article VL Definitiorzs and Rules of Construction.
A. References in this instrument to my husband shall be construed to refer exclusively
to PH[LIP A. CAMPAIYELLA, to whom ! am married on the date [ sign this instrument.
B. References in this instrument to "child" or "children" shall be construed to refer
to legitimate descendants, including those adopted as well as those related by btood, in the first
degree of the ancestor designated. References to "issue" shall be construed to refer to legitimate
descendants, including diose adopted and the descendants of those adopted as well as those related
by blood, in all degrees of the ancestor designated. Persons related by half blood shall be treated
as if related by whole blood and persons conceived before but born after any date as of which
membership in a class must be determined shall be treated for all purposes as if they had been
born when they were conceived.
C. References in diis iiutrument to the "Code" shall be construed to refer to the United
States Internal Revenue Code of L986, including any amendments adopted before or after[he date
of this instrument or die date of my death, and also including fumre legislation oC similar purpose
and effect. Each reference to a p:�;ticular secron of the Code shafl be construed to refer not only
to the section as it existed on the date of this instrument, but also to the analogous provision, if
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" any, in any subsequent United States internal revenue law, irrespective of d�e manner in which
the analogous provision may be numbered or otherwise designa[ed.
I�fotwithstanding any other provision hereof or of stace law, the class of a person's
"issue," "children," "descendants" or other similar group shall no[ include an individual who is a
member of such group by virtue of legal adoption if such individual (i) was so adop[ed after my
Required Beginning Date or my death, whichever occurs first and (ii) is older than the oldest _
beneficiary of any trust created herein who was living on the earl ier or said dates. My "Required
Beginning Date," for purposes of this paragraphs, means April l of the year following the year -
in which I reach age 70'h, or, if later, the date on which this trust is first named as a beneficiary
of any retire.ment plan, benefit or arrangement subject ro the "minimum disvibution rules" of
section 401(a)(9) of the Code.
D. References in this instrument to the "Trustee" shall be construed to refer to all
Trustees from time to time in office under this instrument; whether specifically named by me or
named by a person authorized in this instrument to designate a Trus[ee or named by any court.
-:No conveyance shall be necessar}� to transfer properry to any successor Truscee, whose tide shall
vest immediaCely upon�assumption of office. In the event that there are multiple Trustees in office
under this instrument and in tiie fu�ther even[ diat any vacancy arises in �he office of Trustee, the
powers, authorities and discretions exercisable under this instrument by che Trustee shall be
exercisable by the Trus[ee or Trustees remaining in office notwithstanding the vacancy; provided,
however, that the powers, discretions and authorities �imited to the lndependent Trustee by the
terms of chis trust shalt not be exercisable by any other Trustee and sliall be exercisable only upon
the appointment of a successor Independent Trustee. In the even[ that any corporate Trustee
serving under this instrument merges or consolidates with another corporation havin; trust powers,
or in the event that any corporate Trustee serving under this instrumen[ transfers all or
substantially all of its personal trust business to another corporation having trust powers, dle
surviving, resulting or transferee entiry shall succeed to all the powers, authorities, discretions and
duties of the original corporate Trustee without any further act and irrespective of the name by
which it is known or the jurisdiction under whose laws it is organized.
E. References in [his instrument to "person" shall be cons[rued to include, unless the
contexc expressly requires otherwise, not only an individual but also any corporation, parmership,
estate, trust or association. References to a "person" shall be construed to include the plural
unless the context expressiy requires otherwise.
F. References in this Will ro "Traiufer Taxes" shail be construed to include any estate,
inheritance or succession tax, and any interest or penalty imposed in connection wi[h any of them,
and to exciude any generation-skipping transfer tax or any interes[ �r penalry imposed in
connection with any genera[ion-skipping transfer tax.
G. Refereaices to "incapaciry" shall be construed to refer to any physical or menra�
incapacity which makes it impractical for a person to give prompt and intelligent consideration to
THE D .(nYCF CAMPANFLLA TRUST
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financial matters.
H. Words of any gender used in this instrument shall be construed to include ���ords
of the other genders, and words in either the singular or the plural shall be construed to include
the other, unless, in ei[her case, the context expressly requires otherwise.
Article VJI. Coverni�:g Law.
The validity and effect of dlis instrument shall be governed by, and die terms of [his
instrument shall be construed in accordance with, the law of the State of Maine irrespec[ive of che
place in which any trust under this iitstrument is administered.
Artiele Vf7/. Riglzts Reserved to Me.
I reserve the right to amend or revoke this instrument at any time by delivering a wri[ten
notice of amendment or revocation to the Trustee; provided, however, that the duties, powers,
compensation and liabilities of the Trustee may not tie changed .wkhout the Trustee's;written
� consent. Upon receipt of a notice of revocation in accordance with.this Artide, che Trustee shall
distribute the remaining assecs of the trust ro me unless [he notice of revocaeion specifically direc�s
the Trustee to do otherwise.
Article /X. Cerrification of Copies.
Any person may rely on a copy of this instrument and of any other writing prepared in
accordance with the terms of this instrument as if such copy were an original if the copy has been
certified by a notary public to be true, correct and complete.
Article X. Survivorship Required.
In the event that my husband and I die under such circumstances that the order of our
deaths cannot be established by proof, my husband shall be treated as having predeceased me for
all purposes of this instrument. No statutory period of survivorship shall apply in the case of any
gift under this instrument to my husband. In the event that any person entided to an interes� in
properry under this instrument other than my husband dies widlin 30 days after the date of my
death or within 30 days after the event as a result of which the interest in property would
otherwise have vested in that person, all the provisions of this instrument disposing of property
shall, notwithstanding any other provision of this instrument, be construed as if that person had
predeceased me or the date on which the vesting event occurred, as the case may be.
;_
[N W[TNESS WHEREOF, [, D. JOYCE CAMPANELLA, have hereunto set rny hand"��
and seal, and in acceptance whereof D. JOYCG CAMPANGLLA, as Trustee, has caused this
instrument to be executed on this 23rd day of Marcli, 2000.
/v '
D. JO E AMPANELL , ettlor
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D. C CAMPANELL , Trustee
STATE OF MAINE
COUNTY OF CUMBERLAND, ss.
The foregoing instrument was acknowledged before me this 23`" day of March, 2000, by
D. JOYCE CAMPANELLA as her free act and deed, both individually and in her capaciry as
Trustee.
o y Public/A torney a w
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; Quarterly Asset Summary
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Summary of Ac�urns
Non-R�tiren�t
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cee�y�w�r raa� c�o�nc i xsx �ory�%�r«u� o�,a.u��nr r 2�
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105 CURVIN DR
HARRISBUflG, PA 17112-2913
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other doCUments AFS HOUSE ACCOUNT
151 FARMINGTON AVE
HARTFORD,CT 06156-0001
800-531-4547
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REAMER
F U N E R A L H O M E
e4 CREMATORY INC
Date May 2, 2013
No. 2013066
Funeral of D. Joyce Campanella
To Mrs. Maria Wakefield
105 Curvin Drive
Harrisburg, Pennsylvania 17112
(A) Services,induding merchandise personal and Staff Service
Profeasional Care
FacitiHes and Equipment
Vsitors Register �.�
Acknowledgment Cards
Funerel Car or Sedan —
CREMATION WITH MEMORIAL SERVICE $2,825.00
Keepsake Blue Delphfa Heart $170.00
Biodegradable Seaward $165.00
Total'A' S2,9E0.00
(B) Cash Advanced. �
We have advanced tha following funds far yaur wnvenience
Certified Copies � $90.00
Newspaper NMices $1,307.52
CremaUon Authorizallon $30.00
, Totai'B' E1AZ7.62
Balance 4,387.52
STEVEN R. KREAMER, SUPERVISOR
GI$EAST MAM STREET ANNVILLE, PA 17003-1597
�"'� 867-4811
Owr otber locatiax:Kreamer d Lwx Frena[Home d Crero�Rtory,Joarmun,PA-Srepben P.Zuix,Superviaor
�/ STATEMENT
L�Wnon Vallay Home Statement Da6e: OS/10/2013
550 E. Maln Street
Mmille,PA 17003-1511 Due Date: OSJ25/2013
Telephone: (717)867-4467 g�
Amount EnGosed; p ��p
Amount Due: $ 815.64
Aaount#: 10720
RE: D]oyce Campanella
Maria Wakefield
105 Curvin Drive
Harrisburg, PA 17112
04/Ol/13 Nkdkal Su8 ppNes 16 .OS �2�0.17 803.93
04/01/13 Personal�ies 1 1.22 1.22 805.14
04/OS/13 Nkdkal Equipment Rental 3 3,50 10.50 615.64
Current 31-60 Drys 61-90 Dryn Ova 90 Days AmouM Due
31.89 783J5 .00 .00
Make diM�s payable to:The Ld�anon Valley Hane
Late payments are sWJect to a 1.25961ate chaige per rtanth
Statement Date: OS/10/2013
plEASE NOfE:For your mnvenimoe,Mae Is a ladc hm�laared � Due DatE: OS/25/2013
an Me door to the bxk dNte.Pleeme use k aRer FrouB 9 on the
vreekend tor any wrtespoiMence wNh adminlatrative sdrt.
D Joyce Campanella-Account#: 10720
lfia Labanpn Vallay Home
550 E.�Main Street
Anrnllle, PA 17003-1511
Tdephone: (71�867-4467
_ _
Millennium Phcy.Systems Mechan�st ,
5020 RKter Roed,Suife 110
Mechenicsburg PA, 17055
INVOICE
03/3112013 Account Number: ��3�a
-- - -
----------- --------- - -----------
� Invoice Date:04/30/2013,AcctlI:LBNC1378,CAMPANELLA,D JOYCE,Le6arron Vallay NC.B,W ELCH,JOHN BEN30N _x
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03N 7I2013 8882881 3�.00 C�oliYUtln Onl CapMe d60 hro � � S ..2.OD c 5 0.W S 2.W RX
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04I01/2013 8896704 4.00 %anlro Onl T�Get 20 MG $ 25.00 c $ 0.00 5 25.00 RX
50169�057&30
04I01 013 6707880 2,00 Lavdlmwdn Oral T�Get 250 MG $ 2.00 C $ 0.00 $ 2.00 RX
� 85882-0538.W �
04/02/2013 8843531 4.00 DOKOu1C�o.WatooMG $ 1.gg $ 0.00 $ 1.99 OTC
OD9o4-788P8o
04/02/2013 8643532 12.00 Ferrow 9ulfete O�sl Ta61et 325 I85 Fel MG $ 1.99 $ 0.00 $ 1.98 OTC
ooen-oo�o-io
04/07/2013 8707979 4.00 Melatanin Oal Tadet 3 MG $ 1.gg $ 0.00 $ 1.89 OTC
00538$912-OB
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S 0. S 89.02 03l20/2013 $ 0.00 S 0. . S 0. S 51.00 S 10.8 E 0.00 S 0�.00 81.87
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MAKE CHECKS PAYABLE TO: FOR ACCOUNT QUES710N5 CALL:-
VOHRA WFJ(CtH S�RVICES 305-398-1272
PO BOX 8Ab849 PAYMENT DUE UPON RECEIPT -�
80STON,Mp 022Bd 9 PAGE: 1 of 1
� RATE ,� � DE��`R�PTION � �" L"H(i3ICREDRS OUTST/kMDING
PATIENT: DJDYG�CAMPANELL'R
PRQVIPiER: KYFt�kN M17EH�LL'MD`
01I30/2013 aEBRIDEMEN9'Sq t1,�SUE. $ 15726
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� -08I05I2013,' CRED,ITINSUR�ihlC�ADJUSTMENT $'-43.89
�� 08/05/2013 �� CREDIT INSUF;i4NC�",��A'6ft!1�NT . $':-43.71
U6I05R013 CREDIT 1NSURANGE PY\Yly1�NT $-;-10.59
� pCC�RRING TO'YOf1R IN�u G��'RATIENS BP�tANCE DUE IS:
PER YOUR INSUFL4NC6,YOU�E3PON5�����N WAS$5927 $ 59 2�
PATIENT BAI.AN;CE DUE-�EDU TIBEE, �
I i PLEASE PAY PROMPTLY Tp AVOIQ COLI.ECTIC�NS.;YOU HAVE.k�ECEIVED THI$STAT€MENT
BECi4USE YOU H,FCVE A BALANCE DUE FOR q�O-PAY,DEpUCTIBLE,OR`(OU WERE PAft?
�� DIREC�C"T BY YOUR�I�t3,UEtANCE. PL�$E EN bR3E>ANY INSIJRANCE GHECIf3 ANb SBMD �
7HE5�DfRECTLY FO OUR OFF,I�E,C7R SENtl A�P�R$OWAL E',WEGK 013 NAONEY c�RDER FOR TH�
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' ACCOUNTS�WOUNbPHYSIC���IS:COM. THANK YOU!
�'C�iYED '
' JUN 12 2013 ,
IRWIN t�McifNIGHT
LAW OFFICES
THANK"Y�U FOR Y047R PROIaART PAYMENT. ` '
,, "NRNBiT ��. AVE1130DAY5 OYERG09AY5'"-� OVER90UAY5 �.�OWERITODAYS TOT��CENT INPS�R�FN�CE :. BALANOlDU!
59.37 0.00 ' O.pO 0.00 �.00 148:21 �48.94 59.27'
CLOSWG �� � AGCOUNT - .
'�� DATE: . 08I08/2013 � NUMBER: 298797A2474�� . 7880
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5/13�134:29PM
CI�IbdClk
Baaic Checking-2478 Available Now S 978.97 On Deposlt S 978.91
AS of 05-13-2013 16:29:10 EDT
On Deposit: $978.91
Available Now: $978.91
Account Details - FILTER Debits
- PERIOD Last 30 days
*This activity occurced after the Gose of the last business day.
Date Description Debit Credk
OS-12-2013 �DEBIT AUTHORIZATION May12 08:20a 7282 $5.95
AT 08:20 REVERBNAT�ON 919-682-9593 NC
05-09-2013 DEBIT PURCHASE May 05 18:14 7282 $3.25
AMAZON MKTPLACE PMTS AMZN.COM/
05-07-2013 DEBIT PURCHASE May 04 03:5i 7282 $9.95
BWI'BOINGO WIRELESS 800-880-4
05-07-2013 DEBIT PURCHASE May 04 00:21 7282 $ 12.99
SONICBIDS COM 061750213
� 05-07-2013 DEBIT PURCHASE May 03 22:12 7282 $51.12 ;�
TURKEY HILL#282 Q69 HUMMELSTO
05-07-2013 DEBIT PURCHASE May 03 10:45 7282 $489.80
DELTA 00623301125742 DELTA COM
_. . _._ _— -_____,.___..._ ._._..__ _ __.._.._ _._.__._. - -....._.._._���
05-06-2013 DEBIT PURCHASE May 01 19:35 7282 $ �75.34
PLN'PRICELINE.COM HTL 800$57-9
https://online.citl6ank.com�US/CBOL/ain/adaprint/flow.action Page 1 of 3
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THRNN YpU TP34459967-001 LEDGEWOOD PETR LLC
-----------------
------------------`- 183 12TH 8 GROVE 5T
JERSEY CITY NJ 07303
Walmaa�t :':.
Saw mon�y.�;w bw4t�r. � DUPLICATE OUTOOOR RECEIPT
t717 ) e78 - p�pp �
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f00 Ip LONObNpEpRY'SpUqRE
PRLMYRII P11 17p7B TIME 5:24 PM
STt 2Bt9 pypppp�671 TEI 20 TRi 02670
0� CLEAq CUp p6l11J192668 2,�t R
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NHPI(INS 001200pN(p9 2.17 X
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TR% 1 6Sp�ppT zAL 19:16 11.801 �42.00
CASN TTEN� 20.31
CIMINBE ouE 0.00 CASH RECEIPT
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" �. - �a '� OfficeMax #34
- • - 5098 JONESTOWN ROAD
i ` I���SBURG, 1711X�
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1491999520 $4.79
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WELCOME CdSh $23.00
Change $10.20
TP34459967-001
alland Tunnel LEDG[WOOD PE1R LI:C
183 12TH & GROVE ST
JERSEY CITY NJ 0730
ane: 9 00300-15113-64091-02630-10010-3�082
ard #: 10149
ate: 04/10/2013 18:30 TIME �6�22�PM
lass: 1 PIIMP PRO�UCT PPG
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GALLONS TOTAL v
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Joann Y. Hauer, Ltd. �nvoice
� 350A W. Main Street
Annville, PA 17003 Date �nvoice#
6/3/2013 3597
Bill To
DJOYCECAMPANELLA �
500 E MAIN STREET
ANNVILLE,PA 17003
Descrfption Amount
PREPARATION OF 2012 TAX RETURNS-FEDERAL 1040 AND PA 175.00
Total si�s.00
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(711)545-3220
Clerk#: 139 MICHELE 05/03/2013 Date: 5/4/2013 Time: 5:16:12 PM
Status: Maroved
Transaction: 46994 REG p2 12:03am Card Tvpe: Visa
Special Thoughts #478 109.99 Card Number: )OOOOOOOIX�fX4315
Explratlon Date: 8/31/2015
Lovine Memories Basket #500 99•99 Swipe/Manual: Swiae
Tax: 12.80 Servar Nane: 252 - Emtiv
Total: 222.58 Ch�k Number; 510653
VISA Tender: 222.58 Tab Mumber: 51
Proflt Center: 5 - Outside
Persons: 1
� Rr.count: XXXX-XXXX-XXXX-4315 �Exp XX/XX Card Owner: WAKEFIELD/MARIA M
, ir5n5eCtlon �:151587517
� ira�:s Type: Auth AMOUNT 69.90
- tr,t�y: Swiped
" 'v�iidation Code: T6DN GRpTl1ITY 0.00
Ma,rciiant ID: 383043641011
Trar�s ID: 083123578094812 ' TIP 2 `C �
F.uthCode: 100306
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�.)rJer Number: 79958 � Custo�ar Copv �*
Delivery Date: 05/04/2013
Recipient: CAMPANELLA
Address: 550 E MAIN ST
City/State: ANNVILLE PA
Order Number; 79960
DeliverY Date: 05/04/2013
Recipient: CAMPANELLA
Address: 550 E MAIN ST
City/State: ANNVILLE PA
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