The URL can be used to link to this page

Home My WebLink About09-25-13 J 1�o5�loi4o REV-150Q �X '°,.,°, PA Department of Revenue OFFlCIAt USE oNtr 8urean of tnd'+vfdual Taxes Counly Code Year File Number PO BOX 280601 INHERtTANCE TAX RETURN 2 1 1 3 0 6 7 5 tiarr{sburq PA nt28-o601 RESIDENT DECEpENT ENTER DECEDENT INFORMA710N BELOW Sacfaf Security Numbet Date of Death MMDDYYVY Date of Birth MMDDriW 0 4 0 7 2 0 1 3 0 1 2 1 1 9 4 3 DeaedenCs Last Name Suffix Decedenfs First Name MI H A R V E Y 5 R L A R R Y E (if Appiicabief Enter Surviving Spause's Information Beiow Spouse's Last Name Suffz Spouse's First Name MI H A R V E Y L 1 N D A L Sppuse'5 Social Sec�riiy Num6er THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FlC6 iN APPR4PRtATE pVAIS$ELOW Q 1.Original Return � 2.5upplemental Return � 3. Remainde�r Retum(date of death priorto 12-13-&2} � 4.I.imited Estate Q 4a.Future Interest Compromise(dete of � 5. Federal E:;tate Tax ReWrn Required death after 12-i2-82} Q 8.Decedent Died Testate � 7.Decedent Maintained a Livinq Trust Q 8.Total Number of Safe Deposit Boxes (Attach Copy of�Ip (Attaeh Copy of Tmst} � 9.Litigatio�Proceeds Received � 10. 3pousal Poverty Credit(date of death � 11. Election tb tax under Sec.9113(A) beiween 12-31-91 and t-1-95} {Attach Sr.h_O} CORRESPONDENT-THIS SECTI4N MUST$E CObiPLETED.All CORRESP6NDENCE AND CONFIDENTIAL TAX MFORMATION SHOULp 8E DIRECTED T0: Name Daytime Telephqne Number S U S A N H . C O N F A I R 7 1 7 7 & 3 1 3 8 3 _— -- _ — ' �2EGISTER OF Ntit1.S USE ONIY � I C ^ ( b.l : . First line of address I rn ., � ' � 2 3 3 1 MA R K E T S T R E E T I :'f : : - _ Second line of address I ;�. �� . , , I ' bARE^FILED I cay ar QoSt arr� sra� zia code � _ � CAMP HI L L PA 1 7 0 1 1�° `''? �� : � v � t CorrespondenYse•maiiaddrass: SCONFAIR@RE7IGERAbLERPC.COM UMIer penaltieS of perjury,i Geci3re that i h8ve examined this reWrn,indutling acewnpanying schedules arM statements,and to the 6est of my knowletlge antl beliei, it is Vue,correct and complete.Decleration ot preparer 4iher Ihan the personal representative is based on aii infortnation of which pieparer has any knowletlge. SIG yt7RE bF PERSO O�OR FtLiNG RETURN `�p�3't� /_ _,..q y�---�i �7RESS 803 LUTHER STREET HARRISBURG PA 17112 SICaNATUftE OF PR ARER OTHER THAN ftEPftESENTRTIVE DA7E r - � �'� �/.� ADDRESS 2331 MARKET STREET CAMP HILL PA 17011 � PLEASE USE ORICiINAI F6RM pNLY Side 1 � 1505610140 15056:�0140 J f`� __� J 1505610290 REV-1500 EX DecedenPs Social Security Number oeceaem'sName: LARRY E. HARVEY, SR RECAPITULATION 1. Real Estate fSchedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. � 7 `'� 5 � � , � � 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z� ' 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. ' 5. Cash,Bank Deposits and Miscellaneous Personal PropeAy(Schedule E). . . . . . . 5. 3 8 �� 4 9 � , � 3 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6- ' 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property 5 1 'I 5 2 6 , 4 9 (Schedule G) � Separete Billing Requested . . . . . . . 7. 8. Total Gross Assefs(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. � 0 7 �4 5 1 7 , 5 2 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . 9� �� 5 $ � . 4 3 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule p . . . . . . . . . . . . . 10. � � �a 9 1 � . 6 � ��. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. � 2 �� 4 9 3 . � 3 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Z. 9 4 J � 2 4 . 4 9 13. Charitable and Govemmental Bequests/Sec 9113 Tmsts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . �3. � • � � 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 9 4 'i 0 2 4 . 4 9 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sea 9116 �a��tz)x.00_ 5 4 1 8 8 8 . 9 9 �e. 0 . 0 0 16. Amount of Line 14 taxable � � 5 5 2 . � 4 at lineal rate x.ons 3 9 0 0 4 5 . 3 6 �6. 17. Amount of Line 14 taxable � . Q Q 17. � . � � al sibling rate X .12 18. Amount of Line 14 taxable O . O � at collateral rate X.15 � • 0 � �g� 19. TAXDUE �s. 1 7 5 5 2 . 0 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑X Side 2 � 1505610240 1505610240 J REV-1500 EX Page 3 File Number DecedenYs Complete Address: zi is o6�s DECEDENT'S NAME LARRY E. HARVEY, SR _ __ .._ .. .. . .. __.____ _. . . . __ ___ _.. . ..__- —.__.. STREETADDRESS 19 BELLMORE ROAD . _ _._ . . .__ ._..----. _ .____ __ . CITY � � � � � STATE � ZIP CAMP HILL PA �� 17011 Tax Payments and Credits: 1. TaxDue(Page2,Line19) (1) _ 17, 552.04 2. CreditslPaymenls A.Prior Payments B.Discount Total Credits(A+g) (p) 0. 0 0 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) _ 0.00 5. If Line 1 +Line 3 is grealer than Line 2,enter the difference.This is the TAX DUE. (5) _ 17, 5 52.0 9 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Y'es No a. relain the use or income of the property transferred: ...................................................................... ❑ 0 b. retain the right to designate who shall use the propedy transferred or its income: ............................._ ❑ ❑X c. retain a reversionary inlerest;or ................................................................................................ ❑ ❑X d. receive lhe promise for life of either payments,benefits or care? ....................................................... ❑ � 2. If death occurred after December 12,1982,did decedent iransfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ ❑X 3. Did decedent own an"in trust for"or payable-upon death bank account or securiry at his or her death? ......... ❑ ❑X 4. Did decedent own an individual retirement account,annuity or other non-probate property,which containsabenefciarydesignation?.................................................................................................. �� ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,ihe tax rate imposed on the net value of transfers to or for the use of the surviving spouse s percent[7z F.s.gslts(a)(�.�)(i>). For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fling a tax return are still applicable even if the surviving spouse is the only benefciary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for th�e use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,e:xcept as noted in 72 P.S.§9116(1.2)[72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenl's siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined, unde Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(a1-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE 7AX RETURN RESIDENT DECEDENT ESTATE OF: PILE NUMBER: LARRY E. HARVEY, SR 21 13 0675 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defned as Ihe price at which property would be ezchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant fads. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F�. Attach a copy of ihe settlement sheet if the properly has been sold. ITEM Include a copy of the deed showing decedenfs interest if owned as tenant in common. VAWE AT DATE NUMBER OFDEATH DESCRIPTION 19 BELLMORE ROAD, CAMP HZLL, PENNSYLVANZA 17011 173, 500.00 ASSESSED VALUE - $173, 500. 00 x COMMON LEVEL RATIO - 1°s = $173, 500.00 FAIR MARKET VALUE $193, 137 .50 IS THE VALOE TAXABLE FOR INHERITANCE TAX TO THE CHILDREN OF THE DECEDENT. SEE ATTACHED SCHEDULE M TOTAL(AlsoenteronLinel,Recapitulation.) S 173, 500.00 If more space is needed,use atlditional sheets of paper of the same size. REV-1508 EXt(11-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. iNHEairnNCETnxReTURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: LARRY E. HARVEY, SR 21 13 0675 Include Ne proceeds of IiUgation and the dale Me proceeds were received by the estate. All property jointty owned with righl of survivorehip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MERRILL LYNCH CASH MANAGEMENT ACCOONT 386, 991 .03 214 SENATE AVEN[lE, SUITE 501 CAMP HILL, PA 170ll 2. 1990 GMC VAN 2, 000.00 3. PERSONAL PROPERTY AND CONTENTS OF HOUSE 500.00 TOTAL(AlsoenteronLine5,Recapitulation) $ 389, 491.03 If more space is neede4 insert additional sheets of paper of the same size REV-t54Q EX+(0&b9} pennsylvania SCHEDULE G oEP^RTMENTOFn�'ENUE lNTER-VIVOSTRANSFERSAND iNH�aiTnnceTr�ReruRN MtSG NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER LARRY E. ARRVfiY, SR 21. 23 t�675 This schedule must be completed and fAed if the enswer to any Of ques5ons 1 ihrough 4 on page ihree tlf the REV-1500 is yes. 7�� DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'3 EXGLUSION TAXABIE INCLU�ETNE NMiE OFTHETRANSiEREE,THEIR RElATiON$FRPT6 DECEOENTANQ NUMBER THEDATEOGTRANSFER.ARACHACOPYOFTHEOEEDFORREAlESTATE. VALUEOFASSET INTEREST �iFacttiCa8LE1 VALUE 1. MERRILL LYNCH — IRA 927, 115.79 100.00 927, 115.79 S�NEFICS:AKY — LINDA L. HARVE:Y — WIFE 2. MERRILL LYNCH -- RRA 84, A1.0.70 100.00 89, 410.70 BENEEICIARY — LINDA L. HA42VEY — WIFE TOTAL (Also enter on Line 7,Recapitulatipn) S 511, 52 6.9 9 tf more space is needed,use additionai sheefs of paperaf the same size. REV-1511 PJC+(10-09) pennsylvania SCHEDULE H °E'"ftT""E"T°FR�"`""E FUNERAL EXPENSES ANd INHERITANCETAXRETURN ADMINI8TRA71VE COSTS RESIDENT�ECEDENT ESTATE OF FILE NUMBER i,ARRY E. HARVEY, SR 21 13 0675 DecedenPs de6ts must be reported on Schedule 1. ITEM NUMBER DESCRiP7�ON AMOUNT i A. FUNERALEXPENSES: M1, MOSSELMAN FONERAL HOME AND CREMATION SERVSC,ES 1, 297.9;� B. ADMINISTRATIVECOSTS: 1. Personal Representative Commissiorrs: Name(s)ofPe�sonalRepresentative(s) LONNY L. HARVEY 1,400.00 5treetAddress $p3 LUTFIER STREET Cify HARRZSBURG g�ty PA Z�p i7112 Year(s)Commissipn Paid: 2013 y, AttameyFees: REAGER & ADLER, PC 6, 300.06 3. Family Exemption:(If decedents addrees is not Me same as claimanfs,2ttach explanation.) C631tnant Street Address Ci1y Stata ZIP Relafionship of Ciaimant ta 48cedent '1. ProbateFees: CUMBERLAND COUNTY 42GGISTER OF WIT,LS 583.50 5 AccounWntFees: $. Tax Retum Preparer Fees: 7. T07AL(Also enter on Line 9,Recapitulation) 5 y, 5 81. 9 3 If more space is neetled,use addilional sheets ot paper of lhe same size. REV4512 EX+(72-a8} pennsylvania SCHEDULE I °E'"ftT""E"'°`RE�"°E dEBTS OF 4ECEdENT, iNH�R�raNCernxReruRN MORTGAGE LiABILITIES,8 UENS RESIDENT'OECEDENT ESTATE Of FILE NUMBER LARRY E. HARVEY, SR 21 13 C1675 Report detrts incurred by the desedent prior to death that remained unpaid at the date of death,including unreimburaed medical expenses. i7EM VALUE AT DATE NUMBER pESCRIPTIpN OF DEATH t CITIZEN LiANfC — F.t�USTY LINE OF CREDIT—PAYMENI'SIPAYOFF FOR REAL 113, 605.01. ESikTE Ai 19 BELLMORE ROAD, CRM? HILL, PENNSYLVANSA i7011 2. CI'PIBA6IK CREDIT CARD 91.18 3. GE CAPITAL RETAIL BANK CREDI'P CARD 2, 750.00 4 . BANK Of� AMERICA CREDIT CARD 2, $15.41. 5. ShARS MASTER CREDIT CFiRD 650.00 TqTAI(A1so enter on tine 10,Recapitulation} 5 ll 9, 911.6 p If more space is needed,insert additional sheets of Me same size. I�� -. PEV-1513 EXt{�1-0O) pennsylvania SCHEDULE J °EPAR�,E��"°E BENEFICIARIES WHERITANCE TA%RETURN RESIDENS DECE9ENT ESSATE Of: FILE NUMBER: LARRY E. FiARVEY, SR 21 13 0675 RELATIONSHIP TO DECEDENT AMOUN7 OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s} OF ESTATE 1 TAXABLE DISTRIBUTIONS [Inqlude outrIqht spousal disfnbulions antl transfers under Sea 91 i&(a}(12}.) 1. LINDA L. HARVEY Spousal 511,526.49 19 BELLMC)RE ROAD CAMP H7LI„ PA 17011 2. LARRY 8. HARVEY, SR. Lineal 82, 302.62 3890 GILk"�S CIRCLE NdRFOLK, VF1 23513 3. LTSA SUE BC7LTON Lineal 82, 302.fi2 1%1 WEST MAIN STRF.ET WINUSOR, Pi�. 17366 4 . LGNNY L. H:4RVEY Lineal 82r302.62 803 LUTF?F.R STREET HARRISBURG, PA 17112 ENTER DOLLAR AMOUNTS FOR DIS7RIBUTIONS SHOWN ABOVE dN LINES 15 THROUGH 18 OF REV-150d COVER SHEET,AS APPR6PRIATE. II, NON-TAXABLEDISTRIBUTIONS: A.SPOUSAL DISTRIBUTION5 UNDER SECTION 9i13 FOR WNICN AN ELECTI6N TO TAX IS NOT TAKEN: 1. B.CHAF2ITABLE AND GQVERNMENTAL DIS7RIBUTIONS: 1. TOTAL OF PART T! -ENTER 70fAL NON-TAXABLE DISTRIBUTIONS ON LME 13 OF REV-1500 CdVER SHEET 5 If more space is needed,use additional sheets oC paper of the same size. REV-h84?EXs(�-i�} pennsylvania SCHEDULE M °E��T""E"�°F RE�""E FUTURE INTEREST C4MPROMISE INHERIiANCE TAX REl'URN RESioENr uECEOENr (Check Box 4a on REV-1500) ESTATE OF FILE NUblBER LARRY E. HARVEY�, SR 21 13 Q675 This schsdute is appropdate only for estates of decedents who died after Dec.12,1982. This scheduie is to be used for aII futurs interests where the rate of tax which will be applicable when the future int�rest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument that created the future interest and attach a wpy to the tax re:turn. �X Will 0 Trust ❑4ther I. Beneficiaries NAME OF 6ENEFICIARY RELATIONSHIP DATE OF SIRTH AGE TO NEAREST 81RTHDAY �� L,INDA L. HARVEY WIFE 9/18J1443 69 z� LARRY E. HARVEY, JR. SON 2/14/1961 52 3� L1�.SA SUE BOLT6N DAliGHTER 31i0{1962 51 4� LC)NNY L, HARVEY SON 6/11/1964 49 5. i t. For decedents who died o�or after Juiy t, 1994,if a surviving spouse sxercised or intends to exerpse a righf nf withdrawai wifhin nine months of the decedent's death,check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. ❑Unlimited right of withdrawal ❑ llmited right csf withdrawal III. Explanation of Compromise Offer: Testamentary Trust created for the benefit of spouse during her lifetime, but with contingericies which could terminate spouse's iifetime interest sa not a sole use trust. Piease treat spauses's interest as a life estate. Remainder 6eneficiarfas being the three chiVdren of the decedent. IV. Summary of Compromise pffer. 1. ArnountoffUtUrBinterest $ 173,504.00 2. Value of Line t exempt from tax as amount passing to charities,etc. {Also include as part of total shown on Line 13 of REV-1500.) $ 0.0 i7 3. VaVue of line 1 passing ta spouse at appropriate tax rate Checkone. ❑ 6°!n, ❑ 3�0, �X 0% . . . . . . . . . . . . . . . .$ 30, 36z.5o (Also include as part of total shown on Line 15 of REV-1500.) 4. Value of Line 1 taxable at linea(ra#s Check one. ❑ 6°/a, X� 4.5% . . . . . . . . . . . . . . . . . . . . . .$ 143, 137.50 (Also include as part of total shown an Line 16 of REV-15p0,) � 5. Value af Line 1 taxable at siWing rate{12°k) (Aiso inciude as part of total shown on Line 17 of REV-15dp.} $ o.00 6. Velue of Line 1 taxable at collateral rate(15°k) {Aiso include as part of tatal shown on line 18 of REV-1500.) $ o.0 0 7. Tatal value of future interest(sum of Cines 2 thru 8 must equal Line 1) $ 173,500.Od If more space is neetled, use additional sheets of paper of the same size. I�a�t Will and Te��amen� C1F Larry E. Harvey, Sr. I, Larry E. Hacvey„ Sr., cunently residing at i 9 Bellnmre Road, Camp I��ill, Lower Allen'I'awnship, Cumberland County, Comrnonwealth of Pennsylvania,being of sound and disposing mind, declare this dacument, consisting of ��pages, including th'rs page, aTong with any properIy executed codicils andlor amendrnents hereto,ta be my last W'sll and Testam�:nt. I hereby revoke any and all previous Wills, Codicils, or statenients o£ testamentary intent whether orai or written, at any time heretofore uttered,made or executed by rna. To constitute a"praperly executed" cc�dicil ar amendment, such modification must be in writing, signed by me, notazized, witnessed by at least two individuals, and attached to this dacument, notwithstanding any legal provision, whether statutory or common law, requiring less or to the contrary. PART I: DEFINITIONS The following tenns shall have the meaning harein given, nnless the context in which they aze used clearly rndicate otherwise: CHILDREN: My biolagical afEspring and any person F lawfuily adc>pt; ESTA`I'E: Atl ofthe PROPERTY I own or in which I have a partiat interest; PROPER'T'Y: All items of value, of real, persanal or rnixed nature, wheresoever siCuate; Page I of 18 SURVIVE: The term"survive",when used in the context of a condition preceflent to an individual receiving inheritance under this Will, shaIl mean#o live thirty (30) day�beyand rny death. The thirty(30) day periad shall begi� to accrue at 7.2:OOa.rn. on t�e day foliawing the date of my death, and end at 12:OOa.m on the 31 s�day afl er the , accrual start date. TRUST ESTATE: Any and all PROPERTY of cny E5TATE which I have directed to be used to form part ar all of the carpus af any Trust created by operation of the pravisions afthis Wi1L Paragraph headings shall be for reference only and shall not effect tha rneaning or intent of ihe provisions af my Will. PART II: AISPOSTfIONS I intend to dispose of ai1 af my PROPERTY in the following rnanner: A. Z direct that the Executor of my Will pay all of my just debts, funeral expenses and costs associated with the administratian of mq ESTATE. With this direction, I authorize and empawer my Executor to expend for my funeral and interment such amount, as he or she may consider necessazy and proper, without regard to any limit imposed by statutory or wmmon law. B. I disect my Executor to pay all inheritance, estate, succession, and legacy ta;ces of whatsaever nature and kind, to which my ESTATE, or the transfer c>f any PROPERTY passing hareunder or otherwise passing by reason of my death, may be sub}ect, and to charge such tases against my ESTATE. It is my intent that ttone of Yhe aforesaid ta7ces, either federal or state, on any property required to be included in my Page 2 af 18 ESTATE, under the provisions of any state pr federal law now in force or hereal3er enacted, shall be prorated among the persons interested in my BSTATI,to whocn such property is or may be transferred or to wham any benefit accrues. C. I give and bequeath my entire ESTATE as follows: ]. Subject to Pazagraph D, ta my farmer wife and friend, Linda L. Harvey, cunently residing at l9 Bellmare Raad, Lower Ailen Township, Curnberland County, Commonwealth ofPennsylvania, if she SLJRVIVES me, I give: a all the cantents of my house situate at i9 Bellmore Road, Camp Hill, Lower Allen Township, Curnberland Count';'�+, Carnmonwealth of Pennsylvania; 2. Ta each af my children, Larry E. Harvey, Jr. ofNorfaik, Virginia, Lisa S. Harvey-Bolton af Windsor,Pennsylvania, and Lonny L. Harvey, of Linglestown, Pennsylvania, who SURVIVE me, I give: a a sum of money not to exeeed$I Ob,O{10.0{} each. 'Y'his snm ittcludes any money received by them from any life in.>urance policies I own at the time of my death; b. 'I'he balance of personal praperty owned by me at the time p f my deatl�, divided 'anto as close to equal sharas as possible, fallowing the bequest in paragraph C.I.a.; o. Should ane or mora of my children predecease me,then the share that would have gone to the deceased child(ren) shall ba d'avided equally among the SURVTVENG children. Page3af18 I 3, I give my personal residence, to wit, 19 Bellrnore Road, Camp Hill, Lower Allen Township, Cumberland County, Commonweakh of Pennsylvania, alang with any maney and prapetty remaining after the bequests in paragraphs C.1 and C.2 have been satisfied, to my Trustee, IN TRUST. The residence shall be for tha use and benefit of Linda L. Harvey far the duration of her natural life, or any sharter time as she may elect. In khe event the contingency set forth in Pazagraph D is not met, at any time, then this bequest shall lapse and pass as part af'the rasidue of my �STATE, 'i'ha adflitionai money shall be used to pay to Linda 'L. Harvey a stipend in the amount of$400.00 per week, afljusted annually f�r inflation. D. All bequests to Linda L. Harvey shaTl be rnade if, and only if, she is stiIl residing with me ac my last principle place of residence at the time of iny death. It is my wish that Linda L. Harvey, alone,have the use and enjoyment af my persona]residence. Should Linda L. Harvey remarry, cohabiC with a pazamour, or l�ecome deceased, then tha trust pravision granting her the right and privilege to the use and enjoyrnent of rny residence shall lapse and the residence K,hall pass according to immediately folfowing Pazagraph E. E. In the event that the bequests in Paragraph C3 lapsa due ta the cantingency in Paragraph D nat being met,or upcm the death of Linda L. Harvey, i leave my entire F,STATE,or the residue thereof if Linda L. Harvey received tlYe benefits af the beqnests to her herein, to my SURVIVZNG children in as clase to equal shares as possible, subject to the provisions of Paragraph C.2.c. Page4of18 PART III: APPOINTMENTS EXECUT(7R: I appoint NS&T Bank to act as Executor afmy ESTATE. TRUSTEE: I appoint M&T Bank to act as TrusCee of any trust created by operation of the provisions of this Wi1L PART N: POWERS ANLl DTJTIES OF EXECUTOR Subject to the directions in PART IT: DISTRIBU'fIONS, and in addition to any powers ar duties granted by Statutary ar Comman 3aw in existenca naw ar which may hereinafter be enacted or created, I grant to, and impose upon, my Executor the fotlowing powers and duties, with respect to my BSTATE: (1) Final distribution af my ESTATE shall be made N{}MORE THAN six (6) months from the date the iinal claim regarding distribntions, values thereof, addational benefieiaries, or any ather claims against rny ESTATE, if any, aze resolved. Prior thereto, partial distributians may be made whenevar ttly Executar shall deern it advisable. Distributions rnay be rnade in cash ar in kind, or partly in each. (2}The value of any property distrzbuted in kind shall be set hy my Executor, unless a challenge thereto is made by one of the beneficiaries of my 1 ESTATE. In the event there is a chalienge to my Executor's determination as to value, the actuat doltar value af the distnbutions shall be eqnal to the fair markat value oftha PR.OPF_RTY to be distributed. Should a dispute arise as to the fair market value of any particular piece of PROPERTX, my Executor s:hall obtain the service of an appraiser, or other person qualified to render an opinion as ta the fair � Page5of18 market value of that PROPERTX. NIy Executor shall, in its sole discreti��n, selact the appraiser or other qualified person. The opinion ofthat appraiser or otkzer qualified person shall be fuaal and binding upon both my Executor and the beneficiary to whom that PROPERTY is to be distributed. In any event, the doliar vaiue of the PROPERTY ta be distributed shall be set at the time of distribution. (3} My Executar si�all isr its sole and absalute discretion select assets or property to be distribnted in satisfaction af any devise or bequest in my Wili withaut respect to the income taac basis of such assets or property. My Executor specifically is excused from any dnty af impartiality with cespect to thf; inoome taac basis of such property. (4) Niy Executor is authorized to distnbute to any beneficiary of my ESTATE any assat of rny ESTATE subject to any and all indebtedness incurred by me or by rny Executor which indebtedness, in the sole and absaluis discretaon ar opinian of my Executor, need not be paid first, or to distribute any such praperty or asset subject to any or all mortgages, deeds of Trust, or the liens, encumbrances, or abligations created by me ar by my Executor. (5) If any beneficiary to whora rny Executor is anthorized by this instrument to make distnbutians is under a legal disability ar is, in the opinion o£ my Executor, incapable of properly managing his or her affairs, my�xecutor may make such distributions in auy one or more of the following ways: {a}Ta such beneficiary directly; Page 6 of 18 {b) To ihe guardian, cornmittee, conservator,or other similar official of such beneficiazy; (c}To a relative of such beneficiazy ta l�e expended hy snch relative for the benefit of such beneficiazy, inclnding payment tc� such relative; (d}To a custodian selected by my Executor under an applicable Uniform Transfers ta Minors Act; or (e) By my Executor expending the sarne direotly for the benefif of such beneficiary. Any person(othac than tha beneficiary)wha receives a distribution for the benefit of the beneficiary pursuant to the preceding sentence is authorized to �;ive a valid receipt and discharge for the distributian. The distributian to such beneficiary or ather person to whom payment is made or enTrusted shall be a complete discharge to my Executor, and my Executor shall bc without obligation to see to the further applicatian of such distrihution. (6) Any decision made under this Section or any other provision of this Will by my Executor wikh respect to any matter shall bind each bene6ciary of my ESTATE, and any other persan whasoever interested in my ESTATI�, and my Bxecutar shall not be required to make any compensating afljustments between income or principal or amang any beneficiaries, Tnzstees, c>r any otl��er person as a result of my Executor's action or inaction. COMPENSATION AND BOND: I direct that my hereinbefore-narned Executor shall not be required to give bond for the faithful performance ofhis or her duties in this Page7af18 or any jurisdiction. Any executor herein named or otherwise appaintefl shall be entitled ta reasonabie fees commensurate with its duties and respansibilities,taking into account the value and nature of my ESTATB and tha time and wqrk involved, without regard to any statutory provision as to fees, and if it is a carporation, then nat less than its then current minimum fee for such services. If any licensed attomey or certified put�lic accountant shall serve as executor, such person sha11 be compensated for services rendered based on such person's customary chazges for legal or accounting ser�ices. LIABILITY OF EXECUTOR: The Executar shall be liabie anly far its own negligence ar willful misconduct. � PAI2T V: POWERS AND DUTIES OF TRUSTEE (1) Tp exercise all powers granted ta, and carry out all fiduciary duties impased upon,Trustees by the common law ar any applicable statntes (as they exist at this date or are subsequently amended}, to the extent they incr�ase tha powers granted to Trusteea If, however, those powers are in conflict with the provisions of this Will, the tesms of this Will shali prevaii; (2) Ta retain any property becoming a part of the TRUST ES'x"ATE, including nan-productive property, without hauing to account far the loss of income; (3) To convey, sell, transfer, exchange, partition,mortgage, pledge, lease, assign, ar otherwise dispase a� hypothecate, or deal with any and all.properties in my TRt1ST ES'S'ATE; Page$ of18 {4}To borraw or lend maney for suoh purpases and on snch terxn:> and conditions as the Trustee deems appropriate; (5)To invest and reinvest any assets, funds, properties, or incorne:ofthe 'TRUST ESTATE in such properties or investments{whether income-producing or not) as the Trustee deems appropriate; (6)To continue the operation of any proprietorship, partnership, corgoration,ar other business owned by the TRUST ESTATE, including the power to caay out and enforce the provisians of any agreemant for the�iisposition af my interest in any such business enterprise, even though the Trustee may be financially interasted in such business or agreement; (7}To acquire, hold, and pay premiuzns on insurance upon the lifa of any Trust beneficiary, and to exercise any and all rights to ownership thereof; and to pnrchase other types af insurance for any benaficiary;provided, however, that all incidents of ownership with respect to any policies of insurance on the:life af any Trustee 4hall be vested in and exercisable solely by another Trustee; {$}Ta exeeute and deliver aii, gas, and other mineral ieases cantaining such unitizataon or pcaolin� agreements and othzr proviszons as the Trustee shall think fit; to execute mineral and royalty conveyances; to pnrchase leases, rayalties, and any type af mineral interest; and ta execute and deliver driiling contracts anfl other contracts, options, and other uxstruments necessary or desirable to participate actively in the oil, gas, or mining business. A.11 of the foregoing tsiay inciude snch terms, cauditians, agreements, covenants,pravisions, or undertakings as the Trustee shall thznk fit; Page 9 of 18 � (9)To accept from any saurce any property acceptable to the Trustea to be held as part of any Trust hereunder. The Trustee also is authorized {buk not directed)to accept from the Executoc, at the termination afthe admznistration af any estate af which any Trust established herein may be the beneficiary, the assets deliverefl by the Executar to the Trustee on the basis of the accounting tlierefor as submitted by the Executor, without requiring an audit or other independ�;nt accounting of the acis af such Executor. No Trustee hereunder shall have any duty, responsibitity, obligation, or liability whaisoever for,or any dnty, responsibiIity, obligation, or liability whatsoever for faiTure to rectify, t�e acts or amisszons of said Executor, and (1 d}Ta employ at the expense of the Trust qualified experts ta inspect and assess tha environrnental or sirnilar risks in connection with any real property owned ar praposed to be acquired by the Trust, without reducing the compensation payable to any Trustee. (l 1) In dividing the Trust estate into separate shares or trusts, c�r in distrilauting the sarne, the Trustee shall have the power to divide or distribute in cash, in kind, or partly in cash and partly in kind,using different properties accarding to their value or undivided interests in the same properties, as Che Trustee shall think fit; anfl for any purpose, including division or distribntion, to value the Trust estate or any part thereaf reasanably and in gaad faith, such valuation to be conclusive upon alI parties. (12)Notwithstanfling any other pmvision of this instrument, the Trustee shall have the power ta termiriate any separate Trust established by this Page i 4 of 18 instrument whenever in the Trustee's opinion such Trust is so small in valne that the administration thereaf no longer is economically advisable, aftar first cansidering, however, a31 financial ar special aflvantages to the beneficia�y or beneftciaries of cantinuisig the TRLI ST ESTATE. In the event of such terminatian, the Trustee shail distribute the remaining Trust assets to th$then i.ncome beneficiary ar beneficiaries, as provided above in PART II. The Trustee's judgment shall be final and binding upon ail interested parties, and distrubution of Trust assets in any manner provided in this instrument shall relieve the'Crustee af any fizrther responsibility with respect to such assets. ln no event shall a beneficiary, while servin�as a Trustee hereunder, exercise the discretion granted in this Section (13}The Trustee may make with respect to the property of the'CRLJST ESTATB such eleckions under the t�laws ap�licable ko rny ESTATE and to the TRUST ESTATE as the Trustee in its sole fliscretion shali determine. No compensating adjustments be�ween princzpai and income,nor with respect ta any Txust, shall be made even thongh the eleotions made under the taac 3aws by the Executor of my estate or the Trustee may affect (beneficiaily or adversely} the interests of the beneficiaries. The action af tha Trustee shall he binding upon ali reneficiaries. (14}In the event af physicai or mentai incapaeity of any person to whom or for whnm principat or isicame from the TRUST ESTATE of any Trust created herein may be pa'td {either during the term of a Trust or upon final distrihution of Page 1 I af 18 I i a Trust),the Trust�e xnay make such payment in any one ox more ofthe following w�ys: (a} To such person directly; (b) To the guardian, committee, consezvator,or other si�rrilaz off'tcia3 af such person; (c) To a relative of such persan ta be expended by such relative for the benefit of such persan, including payment to such relative; (d}To a custodian under an applicable Unifarm Transfers to Minoxs Act; or (e) By the Trustee expending the same directly for the��enafit of such persan. The Trustee's determinatian of tha incapacity of any such person shall be finaI, and the'Trustee shall not be responsible for tha application o f any pa}�ment after the same has been made to any persan in accordanca with the provisicrns hereaf. (15) The powers of the Trustee to umter into any transaction st�all in no way be limited by the fact that the same or anather party to such tran:�acYion is a beneficiary, the estate of a beneficiary{whether living or deceased}, a Trast created by or for the bene£t of a beneficiary(whether living or dece2�sed}, my estate, a Trustea af any Trust (including Trustees appointed herein) acting in a capacity other than its fiduciary capacity, or an executor ar administz�ator of any estate (including mine) acting in a capacity other than iCs fiduciazy capacity. (16)The Trustee shall be entitled to reasonable fees commer�surate with its duties and responsi6ilities, tak'sng inta aeeount the value and nature af the Page 12 af 18 � TRtIST ESTA?'E and the time and work involved. If any licensed attorriey or certified public accountant shall serve as Trustee, such person shall be campensated far services rendered based on such person's customary ch;�rges for legal ar accounting services. The Trustee st�all be reitnbursed for the re<�sonable costs and expenses incurred in cannectian with its fiduciary duties hereunder. No Trustee, whether original or successor, shall be requized to furnish bond. or other security, except as herein expressly provided. {1'l}If at any time any TRUST ESTATE shall consist in whole or in part of assets located in a jnris8iction in which fhe Trustee is not authozized or is unwilling to act, tha Trustee may appourt an ancillary Trustee for that jurisdiction and may canfer upon such anciliary Trustee such rights, pawers, discretians, and duties to act solaly with respect to such assets as the Trustee may deem appropriate. The ancillary Trustee shall be answerable to the Trustee for all monies and othzr assets that may be received by it in connaction with the admu�istration of such praperky. The Trustee may pay ta tha anciliar}�Trustee reasonabie compensation far its services and may absolve it from any requirernent that it furnish bond oz other security. (18)If at any tuna the Trustee pf any Trust creaked by this instrument {"this Trust")shall alsa be acting as Trustee of any other Trust{"other Trust") for tha benefct af the sarne beneficiary or beneficiaries and upan substar3tially the same terms and conditions, the Trustee is authorized and empowered, if in the Trustee's discretion such action is in the best interest of the 6enefic#ary ar beneficiaries of this Trust,ta transfer and mezge alI of the asseks then held in this Page 13 af 18 Trust ta and with such other Trust anfl thereupon to ternvnate this'I'rust. The Trustee further is authorized to accept the assets of the other Trust that may be transferred to the Trustee ofthis Trust and to adm3nister and distribute srach assets in accardance with the provisions of this instrument. {l9}No Tnzstee shali be responsibie or izabia for any 3oss ta the TRUST ESTATE that may occur by reason of depreciation in value of tha praperties at any time belonging ta the TRUST �STATE nor for any other loss to the T'RUST ESTATE that may oecur, except that each'i'rustee shali be liable for its own ❑egligence or willful rnisconduct. (20) Any Trustee may resign by filing a written instrurnent duly acknowledged af record with the Clerk af Court af my Caunty, which filing shail deprive irnmediately any such resigning Trustee oF all ppwers as Trust:ee hereunder except those powers agpropriate to the adrninistration of the Tnzst during the time required for the transfer af the Trust assets; provided, nevertheless, that at least thirty(30) days prior to such filing, the resi�;ning Trustee sha11 give written notice thereof to those persons wtto could in the discretion af the Trustee receive incame from the TRUST ESTATE and are at such time sui juris. No purchaser from, or other person dealing with„ any Trustea is pbiigated to examine such Records, and any such person acting in goad faith shall be pmtected in aII transactions with any Trustee, whether or nat any such resignation has taken place. (21)Upon the appointrnent anfl qnalification of any successcrr Trustee,the same duties shall davolve upon, and the same rights, pawers, authox'ities, Page 14 of 18 privileges, and discretions shall inure to it as to the Trustee originally de:;ignated hereunder; and all rights,pawecs, authorities, privileges, and discretions shall be exercised without the supervisian of any court. {22) If a carporate Trustee should,be£ore or after qualification, t:hange iCs name,be reorganized, rnerged, or consal"rdated with, or acquired by any other carpsrration, or be converted inta or assign its trust functions ta a dif�erent type of entity, the resulting enkity shall be deemed a continuation of the former one and shall continue to act as Trustee or continue to ba eligible to become a'C'rustee, as the case may be. (23}. I direct that the Trustee pay all costs of rnaintenance on rr�y residence, inclnding,but not limited ta, insurance far the full replacement value, taxes, assessrnents, and ordinary repairs so long as Linda L. Harvey resides therain and meets the requirements of Part II,Paragraph D. PART VI: MISCELLAI�EOiJS INVALID PROVISIONS: If any part ofthis Will shall be found to l�e invalid, iilegal, or inoperative for any reason, it is rny intention that the remaining parts, so far as possible and reasonable, shall ba effective and fully aperative. My Executa��may seek and obtain coixrt instructions for the purpose of canying out as nearly as ma;y be possible the intention ofthis Wi11 as shown by the terms hereof, including any terms held invalid, illegal, or inoperative. Page 15 of 18 In Witness Whereo� I have set my hand and seal to this my last Will ancl "I'estament,this __2�7�'`day of 1/YtmvJ�1 , 200'�- _�.i {3EAL) . ey, Sr. Sa�2ss�___� ____ _ / Signed, seated,published and deciazed by Larry E. Harvey, Sr.,the above-named testator, as and for his last Will and Testament, in the presence of us, who, at his request, in his presence at the same tnne, have hereunto subseribed our names as witnessas. 01 No�S�:a..�� rn�___ �� Address �� (Signature of witness} '� 1� ��__.____t�?�� Git}�e Zip Code S1�a o�y�k l��C C� . e of witness) � � Address ' � �cr,�han;� � 17651� City State Zip Code 1 � -�i —� ��/C!v �ti�e VR� �� (Signature of tness) Address I��S�u+t,G-- �_ I '7�1Z City State 2ip Code Page 16 of 18 ACKN(7WLEDGEMEN"f COMMONWEALTH OF PENNSYLVANIA . J f . SS. COLTNTX OF �-�S�v�+ �sn.f�L't�1 C` . . , I, Larry E. Harvey, Sr,, the testator whose narne is signed to the attacheci or foregoing instrument,hauing been duly qualified according to law, da hereby acknowledge that I signed and executed the instrument as my Last Wili; and that I signed it willingly and as my free and volnntary act for the purposes tharein expressed. � rvey,�__s�[irZti?�?�,l�'� Sworn to or afFirmed and acknowledged before me by Larry E. Harvey�, Sr.,the testator,this �7 �'—' day of $�!l C[ (r7/� , 200 7. SEAL ...,.��....��. v � Nornaw. a�x Notary ublio st��trca�+a gu�n Notalty Publia � GM�tirlKyNC�OM,Ct1616N14lO My Cammlt�lon ExpH�s Nov 10.2010 Page 17 of 18 � } � � . I AFFIDAVIT COMMt}NWEALTH OF PENNSYLVANIA . SS. cour��rY o�� ;�.+�,, � v- lt� v� � _ - ��, �,/4Y2G�� 1�CY}Y!')(/y > CJ1'�L �L�Yit� �d ��r SYiE�zts^��C. ,the witnesses whose names ar�e signed to the attached or foregaing instrurnent,being duly qualified accordin�ta law, do depose and say that we were present and saw the testator sign and execute the instrument as his Last Wsli, that the testator signed willingly and execixted it as his free and volu.ntary act for the purposes therein expressed; that each subscribing wirness in the hearin;; and sight of the testator signed the Will as a witness; and that to the best of our knowleclge the testator was at that time 1$ or more yeazs of age, of sound mind and under no constraint or undue influence. � � �� J tnes �� . � i ness Swarn to or af'firmed and subscribed to befare me by � on�lut �,�z�Ync�' , ��.,t� Qc.�,r�U.� , and_� t�v�- 5?i��et;�y.ElZ , witnesses, this � 7 � _day af�M �Y�� , 240?. SEAL , �-/ G� -� .� xor,��t, seas. ot Pubkic STf?HRN O FUGEtT Notdry Pubiic ' C.�PSflk18GYt0176Fi,C�tANDCCN7NK'� My Commiu�on �xpinr t�av le. 201A Pagel8of18