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Home My WebLink About11-13-13 . �..� � 1505611185 REV-1500 EX(02-11)(FI) PA Departrnent of Revenua OFFlCIAL U8E ONLY Buroau af Individuat Ta�aes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 21 13 0 0 3 8 0 Harriaburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATIpN gELpYy Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 172-32-0955 02282013 03031920 Suffix Decedent's First Name MI LIGHT VELMA H (If Applicabie) Enter Survlving Spouse's information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ' RE�ISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW � 1. Original Return � 2. Supplemental Return � 3. Remainder Retum(Date of Death � � Prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Retum Required � � death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe (Attach Copy of Will) (Attach Copy of Trust.) ��01� ❑ 9. Litigation Proceeds Receiv�ed ❑ 10.Spousal Poverty Credit(Date of Death ❑ 11. EI Between 12-31-91 and 1-1-95) ection to Tax under Sec.9113(A) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST 8E COMp�ETED.ALL CORRESPONDENCE AND CONFIDENT - IWppRMA; g � Name DIRECTED TO:•:' . me Teleph�Nu `�'�! JENNIFER L. MILLER, EA � -581� ? � �i � � � � �� ONLY � First Line of Address � � Q �` �? �} � ",� -� ' BRYN MAWR TRUST COMPANY � ` � � � � �► ; � c..� �,r, rtr Second Line of Address � � � 1 E CHOC AVE, STE 200 �'''� City or Post Office State ZIP COde D�ATE FILED HERSHEY PA 17033 Correspondent':�--mau adaress: J M I L L E R o�B M T C• C 0 M � Under penaities of perjury,I declaro that I have examined this r�etum,indudinp accompanying schedules and statements,and to the best o�f my knaMedpe and belief, it is true,con�ect and complete.Declaration of preparer other than the personal repr+esentativ�e is based�all info►mabon of which TURE QF PERSON ESPONSIBLF FOR FILING RE?URN P��'has any knowled�e. c T� � Ess � � `1� � 1 CHOCOLATE AVE, STE 200 HERSHEY, PA 17033 SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505611185 oMasa�3.000 15 0 5 61118 5 J W J 1�05611285 REV-1500 EX(FI) Decedent's Social Security Number �ecedenrs Name: V I M A !„� RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . � 0•�� 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2. �•�0 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , • 3. �•0� 4. Mortgages and Notes Receivable(Scheduie D) , . . _ . . . . . . . . . . . . . a. 0.00 5. Cash, Bank Depqsits and Miscellaneous Personal Property(Schedule E) . . . _ . 5 42,636•00 6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , , 0•0 O 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property � s (Schedule G) � Separate Billing Requested . . . . 7. 874,120.00 8. Total Gross Asse�s(total Lines 1 through 7) , , , , , , , . . , " " " • • $� 916,756.00 9. Funeral Expenses and Administrativ�e Costs(Schedule H). . . . . . . . . . . . . g. 4 0,?2 4 •�� 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) , . . . . . . . . �o. 25,074 .00 11. Total Deducttons(total Lines 9 and 10), , , , . , . . . . . . . . . . . . . . . ��. 65,798.00 12. Net Value of Estabe(Line 8 minus Line 11) , , . . . . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which. . . . . � � � 12� 8 5 0,9 5 8•0� an election to tax has not been made(Schedule J), , , , , ' " " " " ' • • 13� 557,186•00 14. Net Value 3ubject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . 14. 293,772•00 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATEg 15. Amount of Line 14 taxable at the spousal tax rate,or transfers un�er Sec.9116 (a)(1.2)X.0� p.p p 0•0 0 16. Amount of Line 14t�xable �5' at�inea�rate x.0 4 y 2 31,4 2 0• ��. Amount of Line 14 taxable �� 6� 10,414 .0 0 at sibling rate X.12 O•❑0 18. Amount of Line 14 taxable �7' 0•�0 at collateral rate X.15 6 2,3 5 4 •0 0 �$. 9,353•00 19. TAXDUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �s. 19,76?•�0 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505611285 1505611285 OM4648 3.000 � � ��, REV 1500 EX(FI) Page 3 DeCedent'8 Com le�e Address: File Number DECEDENTS NAME 21 13 0 0 3 8 0 STREEf ADDRESS CI71' �AT� ZIP � Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) �� 19,7 6 7•0 0 2. Credits/Payments A. P�ior Payments - O,O O O.O O B. �iscount 9 8 8.0 0 3. Interest Total Credits(A+g� �2� 2 0�9 8 8•0 0 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. (3> �•�� Fill in box on Page 2,Une 20 to request a refund. � � 1,2 21•0� 4 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. �5� - •0� Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRWTE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred , , , , , , , , , , , , , , , , , � � b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . � � c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � � d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . , � � 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death . • ' . without receiving adequate consideration? . . . . . . . . . . . . . . . . . ❑ � 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her d�th? . ❑ 4. Did decedent own an individual retirement account,annuity,or other non- � Probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . � ❑ . . . . . . . . . . . . IF THE AN3WER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FLE IT AS PART OF THE RETURN. ry 4 :i �tn�r� '4 �' � � � �i' : ::3� ": '. ., ., , �': r. ...� .: �"" f f_.,4L� :. . ....i,. .:.: ,...c;., ,. ` , �.� .. , . :: :: •` •�'� . ��' � ' ;: k :d� For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the survivin is 3 percent[72 P.S.§9116(a)(1.1)(i)]. 9$�� 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 survivin s [72 P.S.§9116(a)(1.1)(ii)).The statute does not exempt a transfer to a survivin s 9 Pouse is 0 percent filing a tax retum are still a 9 P�se from tax,and the statutory requiremerrts for disclosure of�and pplicable even if the surviving spouse is the only beneficiary. 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 the use of a natural arent an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. p � • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 peroent,ezcept as noted in[72 P.S.§9116 a 1 . • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin ( ,( „ under Section 9102,as an individual who has at least one 9s is 12 percent[72 P.S.$9116(a)(1.3)].A sibling is defined, parent in common with the decedent,whether by blood or adoption. OM4871 2.000 REV-1508 EX+(p&12) pennsylvania SCHEDULE E �EPARTIYENTOF REVENUE CASH, BANK DEPOSITS�MISC. INHERITANCE TAX RETURN RES�ENT DECEDENT PERSONAL PROPERTY E3TATE OF: VEIMA H. LIGHT FILE NUAI�ER: Include the proceeds of litigation and the date�e prooeeds wene rooeiv�ed by the estate. 21 13 �038� Atl ro ointi owned with ri ht of survivorahi must be diacbsed on Schedule F. fTEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1• 20,000 Par PNC BANK CERTIFICATE OF DEPOSIT #31000258334 Interest accrued to 2/28/2013 20,000 6 2 PNC BArTK CHECKING ACCOUNT �5070068687 Intereat accrued to 2/28/2013 14,045 0 3 GENWORTH LIFE INS CO Distribution from long term care policy 1,760 4 GENWORTH LIFE INS CO Distribution from long term care 4,044 policy 5 CASH FOUND IN APARTMENT 265 6 PERSONAL PROPERTY See attached appraisal 1,000 7 GENWORTH LIFE INS CO Reimbursement for long term care received in PNC 1,516 checking account TOTAL(Also enter on line 5,Recapitulation) ; 42,636 2W48AD 2.000 If more space is needed,use additional shee4s of paper of the same size. �--o..��, LINDEN HALL ANTIQUES 211 N.OLD STONE HOUSE ROAD CARUSLE, PA 17015 717-249-1978 To: Keliy J.Groscost,Trust Officer The Br�m Mawr Trust Company Weatth Manageme�t Hershey Division One West Ch000late Avenue,Suite 200 Hershey, PA 17033 From: Wi{liam G. Rowe,Appraiser 211 N. Old Stone House Road Carlisle, PA 17015 Re: Personai Property Appraisal Estate of Velma H. Light Date: March 14,2013 KIT=H_ . Table/chairs $60.00 Small appliances/dishes $15.00 Miscellaneous kitchen $10.00 LIVING ROOM Sofe Recliner $65.00 Rodcer $50.00 Captain's chair $65.00 Lamps J lamp stands $35.00 Knick knacks �5.� Upholstered chair � $10.00 Oak washstand $15.00 T.V. $85.00 Wall hangings $15.00 2 dosets of miscellaneous household �20.00 $20.00 BEDROOM Bedroom set Desk/chair � ��5•� Stool � $45.00 NighX stand-antique cheny �10.00 Costume jewelry $110.00 Computer $45.00 Card table/chairs $:�� Radio . • �5.00 Lamp $5•� Miscellaneous office items $5.00 $10.00 TOTAL $1,000.00 �.....�..r..- _ �-. William G. Rowe Light Appraisal 1 03/14/2013 REV 1510 EX+(pg-09) pennsylvania SCHEDULE G �PA��R��E INTER-VIVOS TRANSFERS AND �N-ERITANCE TAX RETURN IU�SC,NON-PROBATE PROPERTY FiESIDEIVT DECEDEfYT ESTATE OF VE7�lA H. LIGHT FILE NUMBER 21 13 00380 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three af the REV-1500 is yes. DESCRIP110N OF PROPER7Y ITEM INCLI.DETF�µV�pFTFE��RRELAT10N6HPTODECEDENTMp DATEOFDEATH � � NUMBE TFE QATE OF 7RN�2 q17qp�Apppy OF TFE DEEp FOR REAL ESTATE VALUE OF ASSET �o OF DECD S DCCLUSION TAXABLE INTEREST n�uc.ne�e VALUE �• C ALVIN I,IGHT (DEC'D 11/4/2005) � VEIMA H LIGHT JOINT REVOCABI„E TRUST DTD 4/29/1996 231,418 100.0000 See Attached List of Assets � � 231,418 Expenses 2 VEIMA H LIGHT TRU3T UNDER AGREEMENT DTD 4/29/1996 AS �1MENDED 5/24/2007 609,988 100.0000 See attached list of assets � 609,988 3 VEI�?A H LIGHT INDIVIDUAL . RETIREMENT ACCOUNT - UNION Ca'MMUNITY BANK ACCT #172320955L1 32,653 100.0000 Comprised of CD �2012271 � 32,653 Interest accrued to 2/28/2013 61 100.0000 61 TOTAL(Also enter on line 7,Recapitulation)$ 874 120 If more space is needed,use additional sheets of paper of the same size. 9W48AF 2.000 �. � VELMA H.LIGHT 21 13 00380 PA INHERITANCE TAX,SCHEDULE G,ITEM#1 C.ALVIN LIGHT(DEC'D 11/4/2005)8 VELMA H.LIGHT JOINT REVOCABLE TRUST DTD 4/29/1896 Item� Asset Shares/Par Cusip Value Per Share Total Vafue 1 ALLIANZ FDS NFJ SMALL-CAP VALUE FUND 1,050.785 018918698 32.38000 34,024.42 2 GMO TR QUALITY FUND III 1,818.988 362008260 23.81000 43,310.10 3 FEDERATED PRIME OBLIGATION FUND 17,318.920 60934N203 1.�� 17,318.92 4 VANGUARD FIXED INCOME SECURITIES INTERMEDIATE FUND 4,006.120 922031810 10.31549 41,325.09 5 VANGUARD FIXED INCOME SECURITIES SHORT TERM FUND 8,836.875 922031836 10.84556 95,840.86 6 LESS:FIDUCIARY FEES THROUGH 2/28/13 CHARGED TO TRUST (201.24) 7 LESS:YOST 8 DAVIDSON LEGAL SERVICES FOR PREP.OF RECEIPT&RELEASE DOCUMENTS FOR TRUST BENEFICIARIES TOTAL �2�� 231,418.15 VELMA H.LIGHT 21 13 00380 PA INHERITANCE TAX,SCHEDULE G,ITEM#2 VELMA H UGHT TRUST UNDER AGREfMENT DTD 4/29/1996 AS AMENDED 5/27/2007 Item# Asset Shares/Par Cusip Value Per Share Total Value 1 ABM INDUSTRIES INC COMMON �� 571� 22.8150 2,?81.50 2 ABBOTT LABS COMMON 60.000 002824100 34.0750 2,044.50 3 ALLERGAN INC COMMON 21.000 018490102 DIVIDEND PAYABLE 3/21/13 108.5500 2,279.55 1.05 4 ALLETE INC COMMON DIVIDEND PAYABLE 3/1/13 41•� 018522300 46.8500 1,920.85 19.48 5 AMERICAN FINANCIAI GROUP INC COMMON 51.000 025932104 44.0000 2.244.00 6 AMERICAN WATER WORKS INC COMMON �� 030420103 39.42995 1,971.50 7 AMSURG CORP COMMON 51.000 03232P405 30.4500 1,552.95 8 APACHE CORP COMMON �5� 037411105 74.3225 1,114.84 9 AVNET INC COMMON 51.000 053807103 35.3950 1,805.15 10 BMC SOFTWARE INC COMMON 41.000 055921100 40.3350 1,653.74 11 BADGER METER INC COMMON 26.000 05B525108 5p,g�pp DIVIDEND PAYABLE 3/15/13 1,321.06 4.42 12 BARD,C R INC COMMON Z�� 067383109 99.1000 2,081.10 13 BAXTER INTERNATIONAL INC COMMON 31.00� 071813109 67.6500 2.087.15 14 BECTON DICK�NSON INC COMMON 24.000 075887909 gg,235p 2,117.64 15 BRADY CORP COMMON �� 104674106 34.p650 1,703.25 16 BRiSTOL MYERS SQUIBB CO COA�MAON 67.000 110122108 36.9500 2,475.85 47 CACI INTERNATIONAL INC COMMON 31.000 127190304 50.9250 1,578.68 18 CAMDEN NATIONAL CORP CONMAON 50.000 133034108 34,�250 1,706.25 19 CASEY'S GENERAL STORES INC COMMON 51.000 147528103 56.9550 2,904.71 20 CHURCH 8�DWIGHT CO INC COMMON 54.Opp 1713qp1p2 g2,pg105 DiViDEND PAYABLE 3/1/13 3,352.92 15.12 21 CISCO SYSTEMS fNC COMMON 75.000 17275R102 20.8925 1.56B.94 22 CLOROX CO COMMON 18� 189054109 84.4600 1.520.28 23 COACH iNC COMMON 46.000 189754104 48.p95p 2,2'i2.37 24 CONOCOPHILLIPS COMMON 26.000 20825C104 5g,p75p DIVIDEND PAYABLE 3/1N3 �,5pg,93 17.16 25 CORNING INC COMMON �25 000 DIVIDEND PAYABLE 3/28/13 219350105 �2,ggpp ��582 50 11.25 26 CUBIC CORP COMMON 21.000 22966g106 41.6800 DIVIDEND PAYABLE 3/11/13 875.28 2.52 27 DST SYSTEMS INC COMMON 21.000 233326107 gg,�275 DIVIDEND PAYABLE 3l15l13 1,430.68 6.30 28 DARDEN RESTAURANTS INC COMMON 41.000 237194105 46.5050 1,906.71 29 DIAMOND OFFSHORE ORILLING tNC COMMON DtVIDEND PAYABLE 3/1/13 j5•� 25271C102 69.9950 1,049.93 13.13 30 DOIdEGAL GROUP INC CL A COMMON 124.000 257701201 14.2550 1,767.62 31 EQT CORP COMMON DIVIDEND PAYABLE 3/1/13 �•� 26884L109 62.3250 2,243.70 1.08 32 EMERSON ELECTRIC CO COMMON 41.000 291011104 57.0800 DIVIDEWD PAYABLE 3/11/13 2,340.28 16.81 33 EQUIFAX INC COMMON 45.000 294429105 �q,ggpp DIVIDEND PAYABLE 3/15/13 2,459.70 . 9.90 34 FAMtLY DOLLAR STORES INC COMMON 41.000 307000109 57.3200 2,350.12 35 GARDNER DENVER INC COMMON 70.000 365558105 7p,6850 4,947.95 36 HELMERICH&PAYNE INC COMMON 41.000 423452i01 g5,gg30 DIVIDEND PAYABLE 3/1/13 2,705.71 6.15 37 HONEYWELL INTERNATIONAL INC COMMON 51.000 438516106 DIVIDEND PAYABLE 3/11/13 70•48� 3,594.76 20.91 38 HORMEL FOODS CORP COMMON 92.000 4404521� 37.4800 3,448.16 38 INTEL CORP COMMON 88.000 458140100 20.9500 DIVIDEND PAYABLE 3/1/13 1,843.B0 19.80 40 J&J SNACK FOODS COMMON 30.000 466032109 69.1950 2,075.85 41 JOHNSON&JOHNSON COMMON 35.000 478160104 7g,� DIVIDEND PAYABLE 3M2/13 2,670.50 21.35 42 JOHNSON C�NTROLS INC COMMON 46.000 4783B6107 31.52125 1,449.98 43 KIMBERLY CLARK CORP COA�AON 31.000 494368103 g�,0950 2,947.95 44 LA80RATORY CORP OF AMERICA COMMON 21.000 50540R4U9 88.7860 1,864.51 45 LANDAUER INC COMMON 21.000 5147BK103 5g,7900 1,234.59 46 MTS SYSTEMS CORP COMMON 35.000 553777103 �q.P400 1,898.40 47 MATTHEWS INTERNATIONAL CORP COMMON 29.000 577128101 33.2300 983.67 48 MCCORMICK 8 CO INC COMMON 41.000 579780206 g7,ygpp 2,758.89 49 MERCK 8 CO INC COMMON 36.000 58933Y105 42.9700 1,548.92 50 MICROSOFT CORP COMMON 70.000 594918104 2�,g55p DIVIDEND PAYABLE 3/1M13 1,949.85 16.10 51 MICROCHIP TECHNOLOGY INC COMMON 64.000 595017104 36.7750 DIVIDEND PAYABLE 3/7/13 2,353.80 22.59 52 FEDERATED PRIME OBLIGATION FUND 7,2g7.780 60934N203 �,pppp 7,287.78 53 MOSAIC COMPANY COMMON 25.000 61945C103 58.5750 1,464.36 54 MURPHY OIL CORP COMMON 26.000 626717102 gp,9250 DIVIDEND PAYABLE 3/1/13 1,584.05 8.13 55 NEXTERA ENERGY INC COMMON 21.000 65339F101 72.7205 1,527.13 56 NORDSON CORP COMMON 82.000 655663102 63.8350 5,234.47 D�VIDEND PAYABLE 3/12/13 12.30 57 OCCIDENTAL PETROLEUM CORP COMMON 21.000 674599105 82.23375 1,726.91 58 OVNENS 8 MINOR INC COMMON 39.000 690732102 3p.g350 1,194.77 59 PATfERSON COS INC COMMON 51.000 703395l03 36.3950 ��g�,15 60 PAYCHEX INC COMMON 51.000 704326107 33.1925 1,892.82 61 PEPSICO INC COMMON 40.000 713448108 76.2325 3,049.30 62 PHILLIPS 66 COMMON 13.000 718546104 63.1325 DMDENO PAYABLE 3/9/13 820.�2 4.06 63 T ROWE PRICE GROWTH STOCK FUND 305.904 741479109 39.63000 12,122.98 64 C�UAKER CHEMICAL CORP COMMON 34.000 747316107 57.4800 1,953.84 85 RAYMOND JAMES FINANCIAL INC COMMON 64.ppp 75q73p�pg qq.�2pp 2,823.68 �� 66 RENT-A-CENTER INC COMMON 48.000 76009N100 36.2950 1,742.16 67 SCHEIN,HENRY INC COMMON 31.000 806407102 88.9250 2,756.68 68 SENSIENT TECHNOLOGIES CORP COMMON DIVIDEND PAYABLE 3/1/13 51'0� 8��25T�00 37.0700 ��ggp,57 11.22 69 SIGMA ALDRICH CORP COMMON 40.000 826552101 76.9410 3,077.64 70 J M SMUCKER CO NEW COMMON 15.000 832696405 95.4500 DIVIDEND PAYABLE 3/1/13 1,431.75 7.80 71 SNYDERS-LANCE INC COMMON 55.000 833551104 DIVIDEND PAYABLE 3/8/13 24•� 1,374.45 8.80 72 SOUTHERN COPPER CORP COMMON 51� 84265V105 37.8900 1,932.39 73 STANDEX INTERNATIONAL INC COMMON 35.000 854231107 53.9100 1,886.85 74 S7ERIS CORP COMMON 45.000 859152100 39.1150 DIVIDEND PAYABLE 3/27/13 �,7gp.�g 8.55 75 SYNTEL INC COMMON 36.000 87162H103 gp.2g5p 2,170.62 76 SYSCO CORP COMMON 46.000 871829107 32.2550 1,483.73 77 TJX COS INC COMMON gp� DIVIDEND PAYABLE 3/7/13 872540109 45.1225 2�707,� 6.90 78 TECHNE CORP COMMON 21.000 g7g3771pp 88,5650 DIVIDEND PAYABLE 3/1/13 �,439,87 6.30 79 TELEFLEX INC COMMON 30.000 878377100 80.2700 2,408.10 80 THERMO FISHER SCIENTIFIC INC COMMON 31.000 883556102 74.3300 2,304.23 81 TIDEWATER INC COMMON 32 000 886423102 47.4000 1,516.80 82 TIM HORTON'S INC COMMON 41.000 88706M103 48.58021 1,991.78 83 TIMKEN CO COMMON 25 000 DIVIDEND PAYABLE 3/5/13 887389104 34,7100 ��5 5.75 84 UNITED NATURAL FOODS INC COMMON 41� 911163103 50.65495 2,076.85 85 UNITED PARCEL SERVICES INC COMMON DNIDEND PAYABLE 3l12/13 15.� 911312106 82.9250 1,243.88 9.30 86 VF CORP COMMON 25.000 918204108 160.9250 4,023.13 87 VALE S A COMM�N 55.000 91912E105 �g,p,qpp 1,047.20 88 VALUECLICK INC COMMON 135.000 92048N102 Zg.7600 3,612.60 89 VANGUARD FIXED 1NCOME SECURITIES INTERMEDIATE TERM 12.488237 922031810 10.31549 128,822.29 90 VANGUARD FIXED INCOME SECURITIES SHORT TERM FD 25,360.933 922031836 10.84556 275,053.52 91 WELLS FARCO&CO NEW COMMON 50.000 DIVIDEND PAYABLE 3/1/13 949746101 35.1950 1,759.75 12.50 92 WOLVERINE WORLD WIDE INC COMMON 46.000 978097103 42.4350 1,952.01 93 WORLD FUEL SERVICES CORP COMMON 56.000 981475106 38.1700 2,137.52 94 XILINX INC COMMON 41.000 983919101 37.4725 1,536.37 95 BUNGE LTD COMMON 21.000 G16962105 73.8550 DIVIDEND PAYABLE 3/4/13 1,550.96 5.67 TOTAL 609,988.10 REV-1511 EX+(1Q09) pennsylvania SCHEDULE H DEPARTNENTOF REVENUE FUNERAL EXPENSES AND �"�'TA"cET^xR�uRN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER 00380 Decedent's debts must be reported on Schedule L ffEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: 1. MT PLEA3ANT BRETHREN IN CHRI3T CHURCH Memorial service 680 Total from continuation schedules . ' ' ' ' ' ' ' • 1,450 B• ADMINISTRATNE COSTS: 1• Personal Representati�ne Commissions: 37,500 Name(s)of Personal Representative(s)SEE ATTA�urr� Street Address City State Z�p Y�r(s)Commission Paid: 2• Attomey Fees: 3• Family Exemption:(If decedent's address is not the same as claimanYs,attach e�lanation.) Claimant Street Address ��ty State Z�p Relationship of Claimant to Decedent 4. Probate Fees: 224 5• Accountant Fees: 6• TaxRetumPrepa�Fees: 7. 1 JOHN S DAVID30N, E3Q 575 2 I�LLY GROSCOST Reimbursement for money order purchase 5 Total from continuation schedules . . . . . . . . . 290 TOTAL(Also enter on Line 9,Recapitulation) $ 40 724 9W48AG 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of: VELMA H, LIGHT 21 13 00380 Schedule H Part 1 (Page 2) Item No. Deacription Amount 2 COCIQ,IN FUNERp,I, HOME INC Professional services 1,450 Total (Carry forward to main schedule) _ 1,450 VELMA H. LIGHT 21 13 00380 PA INHERITANCE TAX, SCHEDULE H, ITEM B, 1 EXECUTOR COMMISSIONS 1 BRYN MAWR TRUST COMPANY 1 E CHOCOLATE AVE, STE 200 29,000.00 HERSHEY, PA 17033 2 KAREN Y BOYER 1574 COUNTRY SQUIRE ROAD 8,500.00 ELIZABETHTOWN, PA 17022 COMMISSIONS TO BE PAID 2013&2014 Estate of: VELMp� H, LIGHT 21 13 00380 Schedule H Part 7 (Page 2j 3 ROWE'3 AUCTION SERVICE Appraisal fee - personal property 95 4 CU�ERLAND COUNTY LAW JOURNAL Estate advertising e�cpense 75 5 PATRIOT NEW3 Estate advertising expense 120 Total (Carry forward to main schedule) 290 REV-1512 EX+��y_�2� pennsylvania SCHEDULE I DEPAR7'tiENTOF REVENUE DEBTS OF DECEDENT, NHERITANCE TAX RETURN MORTGAGE LIABILITIES�LIENS RESDEIJT�ECEDENT ESTATE OF FILE NUMBER VELMA H. LIGHT Report debts incurred by the decedent prior to death that nemained unpaid at the date of death,includ ng unreimbursed m ITEM edkal expenses. MIMBER VALUE AT DATE DESCRIPTION 1. QU�NTUM IMAGING 6 THERAPEUTIC ASSOC �DEATH Balance due account #19946 13 2 SRYN MAWR TRU3T COMPANy . P=eparation of 2012 federal and state income tax returns 450 3 ME33IAH VILLAGE LIFEWAYS Balance due resident #99102 3,752 4 BRYN MAWR TRUg T C�IPANy Fiduciary fees (Velma Light TUA) through 2/28/13 515 5 �YN MAWR TRUST COMPANy Fiduciary fees Joint Revocable Trust through 2/28/13 201 6 �NC BANIC CHECKING ACCT #5070068687 96 7 MES3IAH VILLAGE LIFEWAYS Balance due resident �99102 11,357 8 PA DEPARZ'1�NT OF REVENUE Balance due 2012 individual state income tax 1,135 9 U S TREAgURy Balance due 2012 federal individual income tax 6,372 10 CO1rIlr![JNITY LIFE TEAM INC Balance due per invoice #13-124327 109 11 ALpHA DIp�GN03TIC3 LLC Balance due on account #133439 43 12 PINNACLE HEALTH MEDICAL SERVICES Balance due account �172320955 282 13 PINNACLE HEAI�TH CARDIpVp�,SCULAR Balance due account #191224 12 14 Balance due account �199246 305 15 TRUST A1�ULANCE INC Balanee due run #13-1946 56 Total from continuation achedules . . . . . . . . 376 TOTAL(Also enter on Line 10,Recapituiati�on) s 25 074 2wasAH 2.00o If more space is needed,insert aciditionai sheets of the same size. Estate of: VELMp, H, LIGHT 21 13 00380 = Schedule I (Page 2) Item — No. Description Amount 16 KANTOR 6 TKATCH A330C pC Balance due acct � LIGVL000 � 162 17 CAPITAL AREA HEALTH AS30C Balance due account �k120LIGHT 214 Total (Carry forward to main schedule) 376 — REV 1513 EX+(p�_10) — pennsy�vania SCHEDULE J = DEPAR7IV�NTOF REVENUE BENEFICIARIES = INFIERITANCE TAX RETURN — RESIDENT DECEDENT — E3TATE OF: VEI�1A H. LIGHT FILE NUNBER: — 21 13 00380 - NUMBER NAME AND ADDRESS pF pERgpl�(S�RECEMNG PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE _ � TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under — Sec.9116(a)(1.2).] — �. KAREN Y. BOYER 1574 COUNTRy 3QUIRE ROAD ELIZABETHTOWN, PA 17022 = PERSONAL PROPERTY Inventory Value: 1,000 10� of Residue: 61,354 Niece 62,354 ENTER DOLLAR qMOUNTS FpR p�gTR�gU11�NS S�-�pyy�qg�y�ON UI�S 15 THROUGH 18 OF REV 1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A SPOUSAL DISTRIBUTiONS UWDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B•CHARITABLE AND GOVERNMENTAL DISTRIBUl10NS: �• See Attaclled 1 TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. s 9W48AI 2.000 If more space is needed,use additional sheets of 557 186 paper of the same size. - Estate of: VE7�y� H, LIGHT = 21 13 00380 = Schedule J Part 1 (Paqe 2) — Item = No. Description Relation Amount — 2 ELEANOR HE33 C/O CELINA STOOP3 POA PO BOX 97 SHADY GROVE, PA 17256 C ALVIN LIGHT (DEC'D 11/4/2005) � VELMA H LIGHT JOINT REVOCABLE TRUST DTD 4/29/1996 Inventory Value: 57,855 Daughter-in-law 57,855 3 JANE RASER 828 CAI�RIDGE AVENUE CLAREMON'r, CA 91711 C ALVIN LIGHT (DEC'D 11/4/2005) � VEIMA H LIGHT JOINT REVOCABLE TRUST DTD 4/29/1996 Inventory Valus: 57,855 Daughter-in-law 57,855 4 JEAN E. MACFARLAND 6330 99TH WAY N 14 B ST PETERSBURG, FL 33708-4533 C ALVIN LIGHT (DEC'D`ll/4/2005) � VEIMA H LIGHT JOINT REVOCABI,E TIZUST DTD 4/29/1996 Inventory Value: 57,855 Daughter-in-law 57,855 5 EARL W. LIGHT 26 ESSEX DRIVE PAI�IYRA, PA 17078 C ALVIN LIGHT (DEC'D 11/4/2005) � VELMA H LIGHT JOINT REVOCABI,E TRUST DTD 4/29/1996 Inventory Valus: 57,855 Son-in-law 57,855 Estate of: VELMA H. LIGHT — 21 13 00380 Schedule J Part 2B (Page 1) Item No. Description — Amount 1 MT PLEASANT CEMETERY Per Item 2, B, 1 of Velma H Light Trust under Agreement 5,000 5,000 2 HRETHREN IN CHRI3T COOPERATIVE MINISTRIES MECHANICSBURG, PA 17057 90$ of Residue to BRETHREN IN CHRIST COOPERATIVE MINI$TRIE3 MECHANICSBURG, PA 17057: 552,186 552,186 t t � ' I � — REGISTER OF WILLS CERTIFIC ATE O F _ CUMBERLAND COUNTY GRANT OF LETTERS — PENNSYLVANIA No. 20�3- 00380 PA No. 2�- �3- 0380 Es ta te Of: VELMA H LIGHT fFiist,Midd/e,Last) La te Of: UPPER ALLEN TOWNSHIP CUMBERLAND COUNTY Deceased Soci al Securi ty No: � WHEREAS, on the 3rd day of Apri 1 2 013 ins trumen ts da ted: April 29th 1996 Apri/24th 2008 September 19th 201� were admi t ted to probate as the last wi11 and codicil of VELMA HL/GHT lFirst,Midd/e,Last1 1a te of UPPER ALLEN TOWNSH/P, CUMBERLAND County, who di ed on the 28 th day of February 2 DI 3 and WHEREAS, a true copy of the will &codicil as probated is annexed hereto THEREFORE, I, GLENDA FARNER STRASBA UGH Regi s ter of Wi 11 s in and . for CUMBERLAND County, in the Commonweal th of Pennsylvania, hereby certi fy tha t I have thi s day gran ted Le t ters TESTAMENTARY to: BRYN MA WR TRUST COMPANY and KAREN G BD YER who have duly qualified as EXECUTOR(R/X) and have agreed to admini s ter the es ta te according to 1 aw, a11 of whi ch fully appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE, CARL/SLE, PENNS YL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my offi ce on the 3rd da y of Apri/20�3. Register o Wills Depu **NOTE** ALL NAM.ES ABOVE APPEAR (FIRST, MIDDLE, LAST) = _ �.. � _ . .,�; n �, .� � L�ST Th�ILL AZ�TD '��;SiANi�Ni' � C► ``' � tr � � � �� 0��, � ,� � ..... Z C"7 Cr� n7 .�.r V�:I,N.�A H, L?G�ii' !` � �T t•.•i t�� » "` U� �':, :�:�:a l:,s -� �M �3 � �� I, V�L� H. I,IGH?', having my leg�.l re�ic�er��e;at= 6 5 .. • �, .� � :-• ,- Ce��-r St��et, Mechanicsburg, Curtberland Cour�t �� ;� '� �T;?Commonta�al�ti� o� Penr�sylvania, �c� hereby ciec'a:�� t�iis t� be my Last T�iil � and Te��.arr�er.t, rev�king aIl ot��er t�ills and ��dicils heret�iore made k�y me. ►� �_* . ��rj Q�E. I c�irec:t that tl-ie r-_xpenses of my last illness and fun_eral be pai� �r.om my �state a� s�on a� practicabl� aiter my death,, ITEM TWO: T give my `ur ible �; g pe�•..onal pro�er�ty to My husband, C. �LVIN LIGHT, if he survives me �c:r a geriod of thirty� �3 U) �.ays. I f he �oes not so sur�rive me, then I q�,v� such of the items af m�� t«ngible ��rsonal property 'cti�zt ariginated from th� r�l?owing families to the members of such f-�:mi.3ies: H��'lnlan, Nartir. and Light, j�he remainirig �angibl.e �Frspnal pro�erty shall k.�e ctistrik�uted in such mannEr as said fdn,ilies shal ? agree and undistributEd itPms �hall be so�d znc�.. the procEeds shall b�come par_f o� the rest of. my esta.�k�, I1 EN� THR i�;= �,1.1 the r�5 ic�ue of my e�'E:atP T give to HEkSHLY TRUST CC�NFIaNY, o� Her�h�y, Penr��ylvania, a.n� its successor to h�Id IA? Z'RUS�i� a� part o� tli� irust Estate tlr�der my Trust Agreement daterl thP 29th c?ay o� April, 1996 as amencted at any ti.me prior to my �eath, o�, �.f_ said Trust Agreer�.ent �.s no lonc�er in eifect, to hol.c.1 aI� �!'RU'ST and di�tri�ute on the t�rnis an� con�it?onS SAP_C1fl�Cf in said Tru�t I�yr�erri�n�; c;il th� date �y thi� Will �r on the dat� c�.� _ the la�t Codicil h�reto, with J ike eff�ect �� i.f they wEie = set io��th herein �%�rbatim. — � . < — ITEp�i r CTIR: A1.1 e�•�z��.e, inhe�-itar_ce, succ��sian �nd ctlier dEatl� t�xes , im�?osed or pay�;ble by rea�or� �l my death, ancl ir�tEres�c ��nc:�. �er.altie� th�r�ecn, w�th r�spect tt� ai? �roperty comprising r.jT ctres� Est�� or death t�x purposes, whether or n�t such �ro�erty passe� Ltncler this lr7ill, sl-��y1 be paid out o� �.Iie princig�ll of my ger..er�1 Est.ate, as if such ta��s w�-rE� ac�ministr_a.tior� �X�zng�?�r c�itlicui app�rtionment o� Z`iC��1t ot reimuur�ement. I �uthorize my iegal r°e�w-��er.t.a.t�_v�s to pay all st;c.h taxes a�, sueh tir:F.: c�� -�im�s as nia� be deemec? �c�vi�able. ITEP� FIV�: I a�pei.nt �iER�FiEY TRUST CUPyIP�T�`� or its cor�c�y ate succes;;o-r- and KARF�s I;OXER, ta serv�e as the Co-Executors of_ this ��7i1? �na ciirecr that they be p�rmittec� to ser�,Te without bond and withc�ut any intervention ot any court except as rec�uir.ed by 1 a��. I autho�ize my Ex�cutors to �e�3, encum}�er, mortgare, inves-k, �i.�tributP in }�ind, or retain. a•r�y iterc�� cf pro�Erty af my es�.ate in suc�� m�r.n.er as they s�all cleem pro�er r limite� �rily by their own di�cr�etior.. TIV irv'ITI�TESS WHEHI;OF, I have ut F�ershev, FEr�Y�sylvania, this �� clay of �1pri?, 1.996 set m� hand and seal to this, my Last ��7i11 anc� Testam�nt consisti.ric� of three (�) �ages ir�cluc�ing the aeknowle�c�ement. _,: , .� .'i� :.t.;.. i� : jr ..�a�.�_,. (SEAL} V�LNIA H. LIGHT ` SICNED, �ealed, puhlish�d and declared Uy VEI�MA H. _ LIG�I�, the above r�amed Test�trs.x, as an.d f.cr tier T,ast V;ill anc� ��eStQ�;�I�t, in the gresEnce o i u�, who, at �ler r�quesz, '•.r �L�r presencE. an�. in the �:z•PSence af each �ther, have r�ereunto :�ul;scriben c�ur names a� t�.itne�ses. �— � ) , � 1�� Kes idenc � �. � � i� � r / , �y t, , � j- °�' l t�`�.( r �� ,�: . Res iden�e .�,�.., r.-�/, �.�� -- � . — _ . ..'fs,.;��,t ��. r — ACKN4UIT,.'�LC�EI�IF;NT r We, �T�;LN1� H. LIGiiT l _ � �G , i ; . , �-% . and �� ` .� �: : .. � ��'�s , the TFStatri� ar_�'. t:��e wi-tnesses , respectivel.y, v�hase narne� �.re signec� t� �he at�achPC� or �ore�oinc� instrument, k�E�r.�g first dt111 sworr�, cla hereby declare ta the undersic�-ned au•th��:yty that the �'EStatril� signed �.nd executeci. the instrum�nt a� her La��: t��a.11 and that sh� ��ad signed willingl1� (ar kjillir�gly �irected another t� sign fcr h�r� , �.nc� th.�.� she executed i�. as her fr.ce �nd vc�luntary ar,4 �or the ��.r��ses thereirz expressec�, a.na th.at zach of the witr.�:s�es, in the presenc-e aild I�earing of the �.t'esta�tri�, :ignec� the T��iil a.s witn��es and th?t ta the best o� their knowledge the Testatrix_ v;a� at th�t time eighteen ��ears Gf age �r older, of aounc� n�ind and �nder no c�nstraint er undue i.nfluen.c�. r ; :!� t.,'� j . �; ,.1� ;`�� ,-��.t�i ,�t..r� mESTl-�TRIX _.� ._ ..: = � .� ., �''J��•- '{?''�� .� �VIlN�SS � 1Gu � � 4�.i�i'T�tE S S Subscribecl, sworn t� and ackn�wlec�ged befc;re rne by VEI�MA H. LIGHT, tr1E Z�estatrix, and subscribed and sti�orn to k-,e�ore me b� '�.��.��,�.` ;�; . ',-;'�,. �;��.,;: ; and � �� . d.JQ1��`S ., : �L ti�itne�s�s, tr�is �-=� ��day of Aprit , �.�;�6. (SEAL) �°, �. I�CTAkY PU�B.;�iC Notarial Seal - Mary E.L.ehman,Notary Public _ Dorry`twp.,Dauphin County = My Cnmmis�ion�xpires Nov.23,199� _ ._.... ,....,.... _ � CODICIL I, VELMA H. LIGHT, of the township of Upper Allen, County of Cumberl�l and Commonwealth of Pennsylvania, having made my Last Will and Testame��ted A� 29�' � � �, 1� cs, ,o 1996 do hereb make � -° � p � y ,publish and declare this to be a Codicil to my said�as��11 an� '" ,•;•� �'�t Testament: � � �'1 c�, ;;� y.� -� c�? ;� � ;.,� � � � --o �.•, —rc ITEM I: My Last Will and Testament is amended and chan ed at��'�7 TW�o r ad� g .. .� � g �.`�S follows: ,� �"� �,., G � � � -�'1 ITEM TWO: I give all of my tangible personal property to my niece,Karen Boyer, if she survives me by 30 days. If she does not so survive me,then I direct my Executor to sell all of my tangible personal property at public or private sale and the proceeds of the sale shall become a part of my Residuary Estate and be distributed as part of the residue of rny Estate. All the remaining provisions of my Last Will and Testament I hereby ratify and confirm. IN WITNESS �JHEREOF, I, VELMA H. LIGHT, have to this, a Codicil of my Last Will and Testament dated Apri129, 1996, subscribed my name and set my seal, this � da of '` - - � �� Y ,2008. . � � � �� (SEAL) VELMA H. LIG SIGNED, sealed,published and declaxed by the above-narned Testatrix,VELMA H. LIGHT, as and for a Codicil to her Last Will and Testament dated Apri129, 1996,in the presence of us,who, at her request, in her presenc�v, and in the presence of each other,have hereunto subscribed our names a witnesses thereto. / . ��;� �..--- � � . � � , residin at �� g �2� l� s t , , Pennsylvania i� , residing at _��'/'�/�C��C� , Pennsylvania . . .,�.,_ � � COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS: ) We, ROBERT K. REITZEL and KELLY J. GROSCOST, witnesses,respectively, whose names are signed to the attached or foregoing Codicil, being first dul sworn do Y a hereby declare to the undersigned authority that the Testatrix signed and executed the Codicil to her Last Will and Testament and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Codicil as witness and that to the best of their knowledge, information and belief,the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. I SS ' � I E S SUBSCRIBED, sworn to and acknowledged before me by VELMA H. LIGHT, the Testatrix, and subscribed and sworn to before me by ROBERT K. REITZEL and KELLY J. GROSCOST,witnesses, on '�u�-�!'l,t�. �� 1 , 2008. � �""N � r.. � a � , OTARY UBLIC � .. COMNIONI��EALTH_C)w 1='�NN�YLVANIA � � t��...::!.__. .�.�.__..._ Sherr��ti.C'��a�r:.�E.: s�•x::::�;r!-�,��i% Derry Twp.,i��;;..�.��`+�;. ..,. My Commissian�:��,ir�;:�,�� . � Member,Pennsylvania�ssoc��v+��:0'��4•�,�+�:� SECOND CODICIL TO LAST WILL AND TESTAMENT OF VELMA H. LIGHT I, Velma H. Light, having my legal residence at 318 Messiah Circle, Mechanicsbur , g Cumberland County, Pennsylvania, declare this to be my Second Codicil to my Last Will and � Testament dated April 29, 1996. I executed a First Codicil to my Last Will and Testament on April 24,2008. FIRST: All references in my Last Will and Testament to Hershey Trust Company or to Hershey Trust Company of Hershey,Pennsylvania, shall be changed to The Bryn Mawr Trust Company of Bryn Mawr, Pennsylvania, or its corporate successor. In all other respects, I hereby ratify, confirm and republish my Last Will and Testament dated April 29, 1996 and the First Codicil thereto dated Apri124,2008, together with this Second Codicil thereto,as and for my Last VVill and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this f�-1�Y1day of September,2011. ,_,.�� ^. ; . ti�, ti r�., :� r ,- ... � Velma H. Light � � o � � � � Q '�� + � � ....3 � � �, r ,��; �� :� � c.J =,� �' � � � G� Q �".7 �-j ,�..a �'D �1 ..,�'� �^j � i..� � �;c: � .,� c^ -- cs � � � � ry� ...� - r � t".� � "� C:J � , Signed, sealed,published and declared on the date thereof by the above named Testatrix, as and for the Second Codicil to her Last Will and Testament dated Apri129, 1996, in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. � ,�" Residence .�2 f ��, � ��' � �1Il��r �i�j7U/�' , �'�`��`��``� Residence �Z-1'` S�� -�..'� �'c� t'�o�1 l ACKNO WLEDGMENT COMMONWEALTH OF PENNSYLVANIA : . SS. COUNTY OF DAUPHIN • I,Velma H.Light,the Testatrix whose name is signed to the attached or foregoing � instrument,having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as the Second Codicil to my Last Will and Testament;and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by Velma H. Light,the Testatrix,this day of September, 2011. � � � ��-�� Velma H. Light � Notary Publi COMMONWFJ�LTH OF PENNSYLVANIA Notarlal Seal Keliy].Groscos�,Notary PubNc Swatara Twp.,Dauphin County My Comm�6cpit�es Feb.12,2014 Member,Pennsylvanla Assodatlon�N�aries AFFIDAVIT COMMONWEALTH 4F PENNSYLVANIA . : SS. COUNTY OF DAUPHIN • we�� and ��p�. �t �,��5 ,the witnesses whose names are subscribed to the attached or foregoing instrument, being duly qualified according to law,to depose and say that we were present and saw the Testatrix sign and execute the instrument as her Second Codicil to her Last Will and Testament;that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed;that each of us in the hearing and sight of the Testatrix signed the Codicil as witnesses;and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. � � r TNE S �_ 4� WITNESS SWORN and subs i d to before me,this � day of September, 201 l. COMMONW�AI.TH OF PENNSYLYANIA Notarlal Seai Kelly].Groscost,Notary Pubpc � Swatara Twp.,Dauphin County M Commisslon Explres Feb.iZ,2014 NOt� bliC M�mb�r�PQnn�vivanla Assocladon of N�aries . - � C. ALVIN LIGHT A1�TD �TELMA H. LIGHT REVOCPiBLE TRUST AGREEMENT THIS REVOC�BLE TRUST kGREEMENT {the "Agreement") made this �l t�day of April, 1996 , by and between C. ALVIN LIGHT ancl VELMA H. LIGHT, of 625 Cedar Street, Mechanicsburg, Cumberland County, Pennsylvania (the "Settlors") and HERSHEY TRUST COMPANY, of lU0 Mansion Road East, Derry Township, Dauphin County, Pennsylvania (the "Trustee") . WITNESSETH: WHEREAS, Settlors desire to establish a revocable trust and Trustee desires to accept such property transferred to it unc�er the terms and conditions hereinafter set forth; and WHEREAS, Settlors desire to transfer assets to said trust at this time, however, subject to Trustee accepting and agreeing to manage such property transferred to the trust. NOW, THEREFORE, in consideration of the foregoing premise and the mutual covenants and promises herein . contained, the parties hereto, intending to be legally bound � hereby, agree as follows: 1 . TRUST PROPERTY. At such time that Settlors transfer and deliver to Trustee the property to be included in the trust, Settlors will also deliver a list of such property which will be attached hereto and made a part hereof, which, together with any additions thereto received from Settlors' estates pursuant ta Will, or as otherwise hereinafter provided, shall constitute the Trust Estate, and shall be held, admini�tered and distributed as provided in this Agreement. 2. DISPOSITIVE PROVISIONS. Trustee shall invest and reinvest the Trust Estate and shall distribute the net income (the "Income") and principal thereof as follows: A. During the lifetime of the Settlors and thereafter c�uring the lifetime of the surviving Settlor, the Trustee shall pay the Income no less frequently than quarter--annually to or for the benefit of the Settlors and the surviving Settlor and shall also pay to them or for their benefit such sums from principal as they may direct in writing; PROVIDED, however, that in the event of either the mental or physical incapacity of either Settlor, as. certified to Trustee by such Settlor' s personal physician, Trustee shall expend bath Income and principal to such extent and in such manner as it in its discretion deems advisable for the welfare and comfortable support of such Settlor during such period of incapacity. Trustee is specifically authorized, in the event of such incapacity, to continue Settlor's pattern of making gifts to individuals and organizations. B. Upon the �eath of the last surviving Settlor, the Trustee is authorized to pay to the personal representative of his or her estate or to expend directly such sums as the personal representative shall request, in writing, to supplement his or her estate, if necessary, in order to pay debts, funeral e�penses, death taxes, and administration expenses; PROVIDED, however, that no assets shall be used for this purpose which are not otherwise included in said Settlor' s gross taxable estate; and PROVIDED, further, that if the Trust Estate contains any Uni�ed States Government $onds which are redeemable at par in payment of Federal estate taxe�, Trustee shall apply them directly in payment of said Settlor' s estate taxes, regardless of the sufficiency of assets iri his or her estate or any direction in his or her �Till to pay all such taxes from his or her probate estate. Subject to such payment, the principal remaining at the death of the last surviving Settlor and any accrued or undistributed Income �hall be distributed in equal shares to JEA� McFARLAiJE, ELEANUR HESS, EARL L�'. LIGHT and JI�iI�E RASER. In the event that a namec� beneficiary i5 not living at the time of the death of the last surviving Settlor, said beneficiary's� share shall be paid to his or her then living issue per stirpes , or, if he or she has none, shall be adc�ed equally to the shares of the other named beneficiaries then Iiving, or, if cieceased, to the issue of such deceased benef iciary, per stirpes. C. The interest of any beneficiary hereunder, including a remainderman, in income or principal, shall not be subject to a�signment, alienation, pledge, attachment or claims o� creditors until after payment has actually been ' made by Trustee as hereinbefore provided. D. Upon the death of any Income beneficiary, any Income accrued or received by Trustee subsequent to the last Income payment da�e shall be paid to the person or persons for whose benefit the principal. producing such Income is continued in trust or to whom such principal is distributed under the terms hereof. E. Corporate distributions received in shares of the distributing corporation shall be allocated to principal, regardless of the number of shares and however described or designated by the distributing corporation. �'. Should the principal af the Trust Estate, in the opinion of Trustee, be or become too small to warrant placing or continuing of such fund in trust or should its administration be or become impractical for any other reason, Trustee, in its discretion, �.s authorized to transfer such principal remaining absolutely to the beneficiary �r the person maintaining such beneficiary or place such principal in the beneficiary' s name in an interest-bearing deposit in any bank, bank and trust company or national banking association of its choosing. 3 . POWERS OF TRUSTEE. Except as otherwise specifically provided herein or as Settlors may direct during administration of the Trust Estate, Trustee shall hold and manage all real and personal property held by it, together with any additions thereto as hereinafter provided, upon the following terms and conditions with the following p�wers and authorities, all in addition to and not in limitation of those granted by law: A. To take, hold or retain all or any part of the Trust EState hereby created in the form acquired as long as it deems advisable and to receive all the income, increments, rents and profits therefrom. B. To sell, exchange, partition, lease, option or vtherwise dispose of any property or part thereof, real or personal, which may at any time form part of this Trust Estate at public or private sale for such purposes and upon such terms, including sales on credit with or without security, in such manner and at such prices as it may determine, including the right to lease real estate for periods in excess of five years and for a term expiring after the termination of any trust. In the event of a sale, exchange, partition or lea�e of any of the propert� of this Trust Estate, there shall be no liability on the part of the purchaser or purchasers to see to the application of the purchase money, but the �ame shall be held and disposed of by such purchaser or purchasers, free and clear of any of the provisions of this Agreement. C. To continue any investme�ts which may form a part of this Trust Estate or to invest or reinvest the same in any property, real or personal, of any kind or nature, including stocks, bonds, mortgages, other securities and common trust fur�ds of Trustee without being limite� or restricted to investments as now or may her�after be prescribed for trustees by the laws of the Commonwealth of Pennsylvania or any other state, including the right to acquire, sell or retain stock in the Trustee. D. T� cause securities which may from time to time comprise any part of this Trust Estate to be registered in its name as Trustee or in the name of any nominee or to take and keep the same unregistered and retain them or any part thereof in such condition that they will pass by delivery without disclosing the fact that the property i� held in a fiduciary capacity. E. To make any loans, either secured or unsecured, in such amounts, upon such terms and such rates of interest and to such persons, firms, or corporations as it deems advisable, and to pay over to the Executor or Administrator of Settlor' s Estate such sums as may be required for the purpose of the payment of taxes, debts and administration expenses. F. To retain the principal or corpus or any part thereof of this Trust Estate in the form of cash. G. To borrow money for any purpose in connection with the administration of this Trust Estate; execute promissory notes or other obligations for the amounts so borrowea and secure the payment of any amounts so borrowed by mortgage or pledge of any real or personal property which may at any time form a part of this Trust Estate. H. To vote, in respect to any securitie: which may at any time form a part of this Trust Estate, upon any proposition or election at any meeting and to grant proxies, discretionary or otherwise; vote at any such meeting; to join in or become a part of any reorg�n_ization, readjustment, merger, voting trust, consolidation or exchange and to deposit any such securities with any committee, depositary, trustee or otherwise and to pay out of this Trust E�tate any �ees, expenses and assessments incurred in connection therewith and to charge the same to principal or income as it may see fit; to exercise conver�ion, subscription or other rights, or to sell or abandon such rights and to receive and hold any new securities issued as a result of such reorganization, readjustment, merger, voting trust, consolidation, exchange, or exercise of subscription, conversion or other rights; and generally take all action in respect to any such securities as it might or could ao as absolute owner thereof, to vote any stock in Trustee eycept that in the election of directors of Trustee such stock sha11 be voted as directed by a majority in number of the persons then entitled to trie trust income. I. To retain or purchase policies of life insurance, to pay premiums thereon from Income or principal and to exercise all rights of ownership thereover. J. In its discretion to allocate to either principal or income or between them any and all cdpital gains and taxes which it may be required to pay on behalf of this Trust Estate. K. To divide or distribute, wher�ever it is required or permitted, this Trust Estate; to make such � division or distribution in kind or in money, or partly in kind and partly in money; and that for such purposes the judgment of Trustee as to the value of the different items shall be conclusive and final upon the beneficiaries. L. To hold and administer the Trust Estate created hereby in one or more consolidated funds in whole or in part in which the separate Trust Estate shall have an undivided interest. M. To determine, in connection with making investments, whether to amortize premiums in whole or in part. N. To engage attorneys, investment counsel, accountants, agents and such other persons as it may deem advisable in the administration of this Trust Estate and to make such payments therefor as it may deem reasonable and to charge the expenses thereof to income or principal as it may determine and to delegate to such persons any discretion which it may deem proper. Trustee shall not be liable for any negligence, omission or wrongdoing of �uch counsel or agents, providing reasonable care was exercised in their selection. 0. Should the principal or income of the Trust Estate be payable to any person as to whom Trustee has actual knowledge of a court adjudication of incompetency, or who Trustee, in its discretion, determines is unable to act effectively on his/her own behalf in �inancial matters, to use such principal or income for the benefit of such . beneficiary, including, but not limited to, the right to pay premiums for life, health, accident and any other insurance. P. To effect direct deposit of any retirement benefits, Social Security benefits, or other regular monthly payments into accounts maintained with Trustee for the benefit of Settlor. 4 . COMPENSATiON AND RESIGNATION OF TRUSTEE. A. Trustee shall receive compensation in accordance with its standard schedule of fees in effect from time to time over the period during which its services are performed, but not in excess of such compensation as would be approvec� by a court of competent jurisdiction. If Trustee is requested to perform additional services in the nature of tax preparation, bill paying, business valuation, management of real estate or other assets, collection of accounts receivable or any other extraordinary services, such services shall be billed in accordance with the foregoing standard schedule of fees. During 5ettlor' s lifetime, such compensation shall be charged wholly against income, unless Settlar directs otherwise in writing. For any services performed by it in connection with Settlor' s estat�, which services are normally performed by the personal representative, Trustee shall be entitled to such additional compensation as may be fair and reasonable under the circumstances, not to exceed seventy-five (75$) percent of the additional compensation to which it would be entitled as Executor if the assets of this 2'rust Estate were to be superimposed upon the tes-tamentary estate of Settlor. B. Trustee ma.y resign at any time during Settlors ' lifetime by written notice to them. After Settlors' deaths, Trustee may resign at any time, without stating cause, by petitioning a court of competent jurisdiction to designate and appoint a successor Trustee. In case ot the merger or consolidation of Trustee, the resultant company shall become successor Trustee hereunder without notice to any party. 5 . RIGHTS OF SETTLORS. A. Settlors or others may add to the Trust Estate, by Will, inter vivo� transfer or benef iciary designation, cash ar such property in kind as is acceptable to Trustee. B. Settlors reserve the right to revoke this Agreement at any time, in whole or in part, by written notice delivered to Trustee during Settlor' s and the li�etime of the surviving Settlor. C. Settlors further reserve the right to amend this Agreement at any time by a proper instrument in writing, executed by Settlors or the surviving Settlor, delivered to Trustee during Settlors' lifetime and the lifetime of the surviving Settlor and accepted by Trustee. D, If either Settlor designates Trustee as beneficiary of the proceeds of any policies of insurance on his or her life, the duty and responsibility for thE payment of premiums and other charges on such policies during Settlor' s lifetime �hall rest so�ely upon him or her, unless he or she shall expressly directs Trustee in writing to pay the same from Income or principal; otherwi�e, the only duty of Trustee shall be the safekeeping of such policies as are deposited with it, and TruStee shall be under no duty to notify Settlor that any such premium or other charge is due and payable. All options, rights, privileges and benefits exercisable by or accruing to Settlor during his or her lifetime by the terms of the policies �hall be for his or her sole benefit and �hall not be subject to this Agreement; Settlor agrees, however, not to exercise any options whereby the proceeds would be payable ta Trustee other than in one sum. Upon the written request of Settlor, Trustee shall execute and deliver such consents and in�truments as may be requisite to enable Settlor tc exercise or avail himsel or , � hers�lf of any option, right, privilege or benefit granted by any of the policies. Upon Settlor' s death, or at such later time as may be specified in the policies , the net proceeds of any policies then payable to T2'L1Stee hereunder shall be collected by Trustee� the receipt of Trustee for such proceeds shall release the insuYance companie� from liability on the policies, and the insurance companies shall be under no duty to see to the application of such proceeds. Trustee may take all steps necessary in its opinion to enforce payment of said policies and shall be entitled to indemnify itself out of any property held hereunder against all expenses incurred in taking such action. E. Either Settlor may also designate Tru�tee as beneficiary of certain employee death benefits. Sn such case, Trustee shall collect the proceeds receivable therefrom upon Settlor' s death and hold them as part of the Trust Estate. The receipt of Trustee for such proceeds shall be a full acquittance to the administrators of such benefits, and said administrators shall not be liable to see to the application of such proceeds. To the extent that such p�oceeds are not included in Settlor' s estate for federal estate tax purposes, they shall not be used for the payment of death taxes or any administration expenses of his or her estate. Trustee may select any option available to it as to the time and method of payment of such proceeds and may also exercise any aption with respect to the income or death taxes thereon as it in its discret�on deems advisable, and its decision in these matters shall be binding upon, �nd shall not be subject to questions by, the beneficiaries. 6 . APPLICABL� LAW. This Agreement has been delivered to and accepted by Trustee as hereinafter pravided in the Commonwealth of Penn.sylvania and sr�all be governed in all respects by the laws of that Commonwealth. 7 . ACCEPTANCE BY TRUSTEE. Trustee, by joining in the execution of this Agreement, signifies its acceptance of the Trust Estate created hereby and agree� that at such time as Settl�r transfers and deliveis any property to be included in the trust, it will use the same and dispose of the proceeds thereof upon and subject to all ancl singular the trust, terms and provisions set forth in this Agreement. IN WITNESS WHEREOF, �ettlors and Trustee ha�e hereunto � executed this Revocable Trust Agreement the day and year first above written. WITNESS: SETTLORS: ,� :.- � fA,.y �� h '�- ��4V4W'� l� 7 =�� C �Jl � i j�'' L� C. � VIN LIGHT , , �,. �. ��CZ.L/��lr1r---�' l• 1 �. , ,C V LMA H. LICH ATTEST: TRUSTEE: HERSHEY TRUST COMPANY ' _ By: �� 1 - �- • �. -+�(/l V/..+ Name: �j" � �'?. ��f( t� Name. T�/Ll � T i t le: f'�-�� 'c'i��Z.I"�' T i t 1 e: _ .�us'�K h r �fti�i.� �-��'r�' _ ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA : : ss COUNTY OF DAUPHIN : On this, the � day of April, 1996, before me a Notary Public, the undersigned officer, personally appeared C. ALVIN LIGHT and VELMA H. LZGHT, known to me, or satisfactorily proven, to be the persons v,ihose names are sub�cribed to the within instrument, and acknowledged that they executed the same for the purpose �therein contained. IN WITNESS WHEREOF, I hereun-to set my hand and official seal. NOTARY PUBLIC Notarial Seal Mary E.Lehman,Notary Public perry Twp.,Dauphin Cout�ty My Commission Expires Nov.23,1999 h � �`,. . , � . , 7�CKNOWLEDGEMENT COMMONW�:ALTH OF PENNSYLVANIA : : .r'.a.�'i COUNTY OF DAUPHIN : On this, the a� day af April, 1996 , before me a Notary Public, the undersigned officer, persorially appeared �C• v i s ► who acknowledged h�self to be 'J�1pvST BFiCi�tz., of Hershey Trust Company, and thatshe as such 7��ST o�'Fiaeit.► , being authorized to do so, executed the foregoing instrument for the purposes therein contained by signing the name of the corporation by ��self as �'2vsT d��c,z • IN WITNESS WHEREOF, I hereunto set my hand and official seal. � OTARY PUBLIC Notariai Seai Nlary E.Lehman,Notary Pubtic Derry,TH►P•,Dauphin County My Commission Expires Nov.23,1999 ....._...._..-_-..• , C.Alvin Light and Velma H. Light Revocable Trust Dated April 29, 1996 List of Trust Assets � Date Delivered to Asset Trust Compa_,nv 1. $23,133.74 GNA Annuity#433-0139913 Apn129, 1996 2. $5,000 PNC CD#183 675 Apri129, 1996 3. $100,000 Union National CD#223 7 Apri129, 1996 C. ALVIN LIGHT AND VELMA H. LIGHT REVOCABLE TRUST DATED APRIL , 1996 LIST OF TRUST ASSETS ASSET DATE DELIV�RED TO TRUST C4MPANY 1 . � ._.. .. - �� ` VELMA H. LIGHT KEVOCABLE TRUST AGREEMENT THIS REVOCABLE TRUST AGREEMENT {the "Agreement") made � this ��' day of April, 1996, by and between VELMA H. LIGHT, of 625 Cedar Street, Nlechanicsburg, Cumberland County, Pennsylvania (the "Settlor") and HERSHEY TRUST COMPANI', af 100 Mansion Road East, Uerry Township, Dauphin County, Pennsylvania (the "Trustee") . WITNESSETH: WHEREAS, Settlor desires to establish a revocable trust and Trustee desires to accept such property transferred to it under the terms and conc�itions hereinafter set forth; and WHEREAS, Settlor desires to transfer assets to said trust at this time, however, subject to Trustee accepting and agreeing to manage such propert� transferred to the trust. NOW, THEREFORE, in consideration of the foregoing premise and the mutual covenants and promises herein cantained, the parties hereto, intending to be legally bound hereby, agree as follows: , 1 . TRUST PROPERTY. At such time that Settlor transfers and delivers to TY'U..�'�tee the property to be included in the trust, Settlor will also deliver a list of such property which will be attached hereto and made a part hereof, which, together with any additions thereto received from Settlor's estate pursuant to her Will, or as otherwise hereinafter provided, shall constitute the Trust Estate, and shall be held, administered and distributed as provided in this Agreement. , � 2. DISPOSITIVE PROVISIONS. Trustee shall invest and reinvest the Trust EState and shall distribute the net income (the "Income") and principal thereof as follows: A. During Settlor's lifetime, Trustee shall pay the Income no less frequently than quarter-annually to Settlor or for her benefit and shall also pay to her or for her benefit such sums from principal as she may direct in writing; PROVIDED, however, that in the event of Settlor' s mental or physical incapacity, as certified to Trustee by Settlor' s personal physician, Trustee shall expend both Income and principal to such extent and in such manner as it in its discretion deems advisable for the welfare and comfortable �upport of Settlor during such period of incapacity. Trustee is specifically authorized, in the event of such incapacity� to continue Settlor' s pattern of making gifts to individuals and organizations. B. Upon Settlor' s death, Trustee is authorized to pay to the personal representative of her estate or to expend directly such sums as trie personal representative shall request, in writing, to supplement her estate, if necessary, in order to pay debts, funeral expenses, death taxes, and administration expenses; PROVIDED, however, that no assets shall be used for this purpose which are not otherwise included in Settlor 's gross taxable estate; and PROVIDED, further, that if the Trust Estate contains any United States Government Bonds which are redeemable at par in payment of Federal estate taxes, Trustee shall apply them directly in payment o� Settlor' s estate taxes, regardless of the sufficiency of assets in her estate or any direction in her Will to pay all such taxes from her probate estate. Subject to such payment, the principal remaining at Settlor' s death and any accrued or undistributed Income shall be distributed as follows: a. ,', e, l . Five Thousand ($5,000 . 00) Do1T.ars sha11 be distributed to Mount Pleasant Cemetary Association, Mount Joy, Pennsylvania, its successors and assigns. 2 . The remaining principal and any accrued or undistributed income shali be distributed as follows: (a) Fifty (50°s) percent thereof to Endowment Fund of Nessiah Village, Mechanicsburg, Pennsylvania, its succe�sors and assigns. - {b) Fifty (50 0) percent thereof ta Brethren In Christ Cooperative Ministries, Mechanicsburg, Pennsylvania, its successors and assigns. C. The interest of any beneficiary hereunder, including a remainderman, in income or principal, shall not be subject to assignment, alienation, pledge, attachment or claims of creditors until after payment has actually been made by Trustee as hereinbefore provided. D. Upon the death of any Incame beneficiary, any . Income accrued or received by Trustee subsequent to the last Income payment date shall be paid to the person or persons for whose benefit the principal producing such Income is continued in trust or to whom such principal is distributed under the terms hereof. E. Corporate distributions received in shares of the distributing corporation shall be allocated to principal, regardless of the number of shares and however described or designated by the distributing corporation. F. Should the principal of the 2'rust Estate, in the opinion of Trustee, be or become tao small to warrant � placing or continuing of such fund in trust or should its administration be or become impractical for any other reason, Trustee, in its discretion, is authorized to transfer such principal remaining absolutely to the beneficiary or the person maintaining such benef iciary or place such principal in the beneficiary' s name in an interest-bearing deposit in any bank, bank and trust company or national bankina association of its choosing. 3 . POWERS OF TRUSTEE. Except as otherwise specifically provided herein or as Settlor may direct during administration of the Trust Estate, Trustee shall hold and manage all real and per�onal property held by it, together with any additions thereto as hereinafter provided, upon the following terms and conditions with the following powers and . authorities, all in addition to and not in limitation of those granted by law: A. To take, hold or retain all or any part of the 2'rust Estate hereby created in the form acquired as long as it deems advisable and to receive all the income, increments, rents and profits therefrom. B. To sell, exchange, partition, lease, option or otherwise dispose af any property or part thereof, real or personal, which may at any time form part of this Trust Estate at public or private sale �or such purposes and upon such terms, including sales on credit with or without security, in such manner and at such prices a� it may � determine, including the right to lease real estate for periods in excess of five years and for a term expiring after the termination of any trust. In the event of a sale, exchange, partition or lease of any of the property of this Trust Estate, there shall be no liability on the part of the purchaser or purchasers to see to the application of the purchase money, but the same shall be held and disposed of by such purchaser or purchasers , free and clear of any of the provisions of this Agreement. C, To continue any investments which may form a part of this Trust Estate or to inve�t or reinvest the same in any property, real or personal, of any kind or nature, including stocks, bonds, mnrtgages , other securities and common trust funds of Trustee without being limited or restricted to investments as now or may hereafter be prescribed for trustees by the laws of the Commonwealth o� Pennsylvania or any other state, including the right to acquire, sell or retain stock in the Trustee. D. To cause securities which may from time to time comprise an� part of this Trust Estate to be registered in its name as Trustee or in the name of any nominee or to take and keep the same unregistered and retain them or any part thereof in such condition that they will pass by delivery without disclosing the fact that the propert� is held in a fiduciary capacity. E, To make any loans , either secured or unsecured, in such amounts, upon such terms and such rate� of interest and to such persons, firms, or corporations as it deems advisable, and to pay over to the Executor or Administrator of Settlor' s Estate such sums as may be re uired for the purpose of the payment of taxes, debts and q administration expenses. F. To retain the principal or corpus or any part thereof of this Trust Estate in the form of cash. G. To borrow money for any purpose in connection with the administrati�n of this Trust EState; execute promissory notes or other obligations for the amounts so borrowed and secure the payment of any amounts so borrowed by mortgage or pledge of any real or personal praperty which may at any time form a part of this Trust Estate. H. To vote, in respect to any securities which may at any time iorm a part of this Trust Estate, upon any proposition or election at any meeting and to grant proxies, discreti�nary or otherkTise; vote at any such meeting; to join in or become a part of any reorganization, readjustment, merger, voting trust, consalidation or e�change and to deposit any such securities with any committee, depositary, trustee or otherwise and to pay out of this Trust Estate any fees, expenses and asse�sments incurred in connection therewith and to charge the same to principal or income as it may see fit; to exercise conversion, subscription or other rights, or to sell or abandon such rights and .to receive and hold any new securities issued as a result of such reorganization, readjustment, merger, voting trust, consolidation, exchange , or exercise of subscription, conversion or other rights; and generally take all action in respect to any such securities as it might or could do as absolute owner thereof, to vote any stock in Trustee except that in the election of directors of Trustee such stock shall be voted as directed by a majority in number of the per5ons then entitled to the trust income. I. To retain or purchase policies of life insurance, to pay premiums thereon from Income or principal and to exercise all rights of ownership thereover. J, In its discretion to allocate to either � P rinci�al or income or between them any and all capital g ains and taxes which it may be required to pay on behalf of this Trust Estate. K, To divide or distribute, whenever it is required or permitted, this Trust Estate; to make such division or distribution in kind or in money, or partly in kind and partly in money; and that for such purposes the judgment of Trustee as to the value of the different items shall be conclusive and f inal upon the benef iciaries. L, To hold and administer the Trust Estate � created hereby in one or more con�olidated funds in whole or , in part in which the separate �rust Estate sha1Z have an undivided interest. M. To determine , in connection with making investments , whether to amortize premiums in whole or in part. N, To engage attorneys, investment counsel, accountants, agents and such other persons as it may deem advisable in the administration of this Trust Estate and to rnake such payments therefor as it may deem reasonable and to charge the expenses thereof to income or principal as it may determine and to delegate to such persons any discretion which it may deem proper. Trustee shall not be liable for any negligence, omission or wrongdoing of such counsel or a ents, providing reasonable care was exercised in their g selection. p. Should the principal or incorne of the Trust Estate be payable to any person as to whom Trustee has actual knowledge of a court adjudication of incompetency, nr who Trustee, in its discretion, determines is unable to act effectively on his/her own behalf in financial matters, to use such principal or income for the benefit of such benef iciary, inclu�ing, but not limited to, the right to pay P remiums far yife, health, accident and any other insurance. p. To effect direct deposit of any retirement benefits, Social Security benefits, or other regular monthly payments into accounts maintained with Trustee for the benefit of Settlor. 4 . CpMPENSATION AND RESIGNATION OF TRUSTEE. A, TruS�ee shall receive compensation in accordance with its standard schedule of fees in effect from time to time over the period during which its services are P erformed, but not in excess of such compensation as would be approved by a court of competent jurisdiction. If Trustee is requested to perform additional services in the nature af tax preparation, bill paying, business valuation, mana ement of real estate or other a�sets, collection of g accounts receivable or any other extraordinary services, such services sYiall be billed in accordance with the ' foregoing standard schedule of fees. During Settlor s lifetime, such compensation shall be charged wholly against income, unless Settlor directs otherwise in writing. For any services performed by it in connection with Settlor s estate, which services are normally performed by the p ersonal representative, Trustee shall be entitled to such additional compensation as may be fair and reasonable under the circumstances, not to exceed seventy-five (75$) p ercent of t he additional compensation to which it would be entitled aa Executor if the asse�cs of this Trust Estate were to be superimposed upon the testamentary estate of Settlor. B. Trustee may resign at any time during Settlor' s �ifetime b�� written notice to her. P_fter Settlor' s death, Trustee may resign at any time, without stating cause, by petitioning a court of competent jurisdiction t� designate and appoint a successor Trustee. In case of the merger or consolidation of Trustee, the resultant company shall become successor Trustee hereunder without notice to any party. 5 . RI G�ITS OF SETTLOR. A. Settlor or others may add to the Trust Estate, by Will, inter vivos transfer or beneficiary designation, cash or such property in kind as is acceptable to Trustee. B. Settlor reserves the right to revoke this Agreement at any time, in whole or in part, by written � notice delivered to Trustee during Settlor' s lifetime. C. Settlor further reserves the right to amend. this Ac�reement at any time by a proper instrument in writing, executed by Settlor, delivered to Trustee during Settlor' r lifetime and accepted by Trustee. � ll. If Settlor c3esignates Trustee as beneficiary of the proceeds of any policies of insurance on her life, � � the duty and responsibility for the payment of premiums and other charges on such policies during Settlor' s lifetime �hall rest solely upon her, unless she shall expressly direct Trustee in writing to pay the same from Income or principal; otherwi�e, the only duty of Trustee shall be the safekeeping of such policies as are deposited with it, and Trustee shall be under no duty to notify Settlor that any such premium or other charge is due and payable. Al1 options, rights , privileges and benef its exercisable- by or accruing to Settlor during her Iifetime by the terms of the policies shall be for her sole benefit and shall not be subject to this Agreement; Settlor agrees , however, not to exercise any options whereby the proceeds woula be payable to Trustee other than in one sum. Upon the written request of Settior, Trustee shall execute and deliver such consents and instruments as may be requisite to enable Settlor to exercise or avail herself of any option, right, privilege or benefit granted by any of the policies. Upon Settlor' s death, or at such later time as may be specified in the policies, the net p roceeds of any policies then payable to Trustee hereunder shall be collected by Trustee; the receipt of Trustee for such proceeds shall release the insurance companies from liability an the policies, and the insurance companies shall be under no duty to 5ee to the application of �uch proceeds. Trustee may take all steps necessary in its o inion to enforce payment of said policies and shall be P entitled to indemnif�r itself out of any property held hereunder against all expenses incurred in taking such action. E. Settlor may also designate Trustee as beneficiary of certain employee death benefits. In such case, Trustee shall collect the proceeds receivable therefrom upon Settlor' s death and hold thEm as part of the Trust Estate. The receipt of Trustee for such proceeds shall be a full acquittance to the administrators of such benefits, and said admini�trators shall not be liable to see to the application of such proceeds. To the extent that such proceeds are not included in Settlor' s estate for federal estate tax purposes , they shall not be used for the a ent of death taxes or any administration expenses of her A Ym estate. Trustee may select any option available to it as to the time and method of payment of such proceeds and may also e�ercise any option with respect to the income or death taxes thereon as it in it� discretion deems advisable, and its deci�ion in these matters shall be binding upon, and shall not be subject to que�tions by, the benef iciaries. 6, APPLICABLE LAW. This Agreement has been delivered to and accepted by Trustee as hereinafter provided in the Commonwealth of Pennsylvania and shall be governed in all respe�ts by the laws of that Commonwealth. �. ACCEPTANCE �Y TRUSTEE. Trustee, by joining in the execution of this Agreement, signifies it� acceptance of the Trust Estate created hereb� and agrees that at such time as Settlor transfers and delivers any property to be included in the trust, it will use the same and dispose of the P roceeds thereof upon and subject to all and singular the trust, terms and provisions set forth in this Agreement. IN WITNESS WHEREOF, Settlor and Trustee have hereunto executed this Revocable Trust Agreement the day and year first above written. WITNESS: SETTLOR: � . �? I �, �f r�G�- " VELI�IA H. LIGH� ATTEST: TRUSTEE: HERSHEY TRUST COMPANY . . � 1� . � � ��- N ame: �l � . �t v%.r • �,, �.,' �`�. � ��-TC �'' N ame. i�� 1�� . � � * ��/lA. ' T i t 1 e: ti-�cs� ��-G T i t le: �._.�:��. ��f�t° i f�C�t`�. - C��'ce�' ACKNOWLEDGEMENT CONjMONWEALTH OF PENNSYLVANIA . : ss COUNTY OF DAUPHI:N � �' On this, the �9 day of April, 1996 , before me a Notar Public, the undersigned officer, personally appeared Y VELMA H. LIGHT, known to me, or satisfactorily proven, to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. �/� � ' NOTARY PUBLIC Notar+al Noaa public Mary E•Leh pauphin CountY Dgm T�•' ires Nov.23,1999 . My Comm�ssion Exp ACKNOWLEDGEMENT COMMONW�ALTH OF PENNSYLVANIA : : aS COUNTY OF DAUPHIN = � On this , the c�9 day of April, 1996 , before me a t�otary Public, the undersigned officer, personally appeared /n �, V t� � of who acknowledged i�►self to be ��evsT D�'Fi��✓i- Hershey Trust Company, and that rhe as such �R,VS i o FF,�c,�. , be ing author i z ed to do s o, executed the foregoing instrument for the purposes therein cantained by signing the name of the corporation by �self as �sT' �Gi��-- • IN WITNESS WHEREOF, I hereunto set my hand and official seal. C - li'fi�°�,��'�� OTARY PUBLIC . , : , �. Notariai Seal . {Nary E,l.ehman,Notary Pubiic � Derry Twp.,Dauplim County 1999 My Comm�ssion Expires Nov.23, Velma H.Light Revocable Trust Dated April 29, 1996 List of Trust Assets Date Delivered to Asset Trust Compan� .___._ Meridian Bank CD#4003131952 Apri129, 1996 l. $30,000 A ri129, 1996 2. $30,000 Meridian Bank CD #4001749177 A�29, 1996 3, $25,000 PNC Bank CD#177508 p 4. $20,000 PNC Bank CD#197518 � April 29, 1996 5. $25 000 Union National Bank CD#13-3449 Apri129, 1996 � A ril 29, 1996 6. $25,000 Dauphin Deposit Bank CD#960612 A�29, 1996 7. $30,000 Lebanon Valley National Bank CD#624271 A�29, 1996 8. $12,000 Lebanon Va11ey National Bank CD#570634 A�29, 1996 g. $20,000 U.S. Treasury Note#912827S52 p Apri129, 1996 � 10. $50,000 U.S. Treasury Note #912827F23 S Ap�29� 1996 11. $98,938 Mellon Bank Revocable Trust Asse 342 April 29, 1996 12. 240 Shares Union National Fuiance Corp. #4 Ap�29, 1996 13. 120 Shares Union National Fulance Corp. #2308 Ap�29, 1996 14. 120 Shares Union National Finance Corp. #166 Ap�29, 1996 15. $30,000 PNC Bank CD#2001006539 Ap�2g� 1996 16. $5,000 PNC Check#821 17. 150 Shares Ashland Inc KY Common 18. 75 Shares Te�co Inc Common 19. 600 Shares PP&L Res Inc PA Common , VELMA H. LIGHT REVOCABLE TRUST DATED APRIL , 1996 LIST OF TRUST ASSETS ASSET DATE DELIVERED TO TRUST COMPANY 1 . t' _ �4 FIRST AMENDMENT ��'' THI5 AMENDMENT,made this 2"t day of May, 2007,by and between VELMA H• LIGI3T,hereafter referred to as"the Settlor", AND HERSHE Y TRUST COMPANY, of Hershey,Pennsylvania, or its successors,hereinafter referred to as the"Trustee". WgEREAS, the Settlor and the Trustee entered into a Revocable Trust Agreement dated A ril 29, 1996,hereinafter referred to as the"Trust Agreement", and P AS Item 5 of the Trust Agreement permits the Settlor to modify and amend WHERE , said Trust Agreement in any manner or revoke it in whole or in part, and � REAS,the Settlor is desirous of continuing the Trust Agreement but wisne�snte � ' and amend the same and the Trustee is agreeable to the modifications and ame modify contained herein. N pW TgEREFORE,the parties hereto,intending to be legally bound hereby, agree that the Trust Agreement dated Apri129, 1996, shall be amended as follows: ITEM 2.B 2. (a) and (b), ar'e deleted entirely. In place thereof,I substitute the following: . � 2,B 2, a 90%thereof to Brethren in Christ Cooperative Ministries, ITEM � ) Mechanicsburg,Pennsylvania,it's successors and assigns. 2.B 2. b 10%thereof to my niece Karen Boyer if living, otherwise to PSi tos ITEM � ) Street Home Benevolent Society Inc. of Harrisburg,Pennsylvania, it s successors and as gn `,. INW ITNESS HEREOF, the Settlor and the Trustee have set their hands and se ns�t e� ' t Amendment to the Revocable Trust Agreement, dated April 29, 1996,the day a y this F�rs first above written. WITNESS: � VELMA H. LIGH ATTE ST: HERSHEY TRUST COMPANY _ By:� obert K.Rei el Assistant Secretary Vice President &Trust Officer ; _ 2 _ , COMMONWEALTH OF PENNSYLVANIA � SS: ) . COUNTY OF DAUPHIN � �� Public in and for the 2007 before me, the subscriber, a Notary On the day of May, � and Coun aforesaid,personally appeared Velma H. Light of Cumbero and. Commonwealth tY lvania Settlor herein,who executed the same intending to be legally b County,Pennsy � ss m hand and Notarial Seal the day and year aforesaid. Wime y � Notary Publ� COMMaNWEALTH OF PENNSYLVANIA Notariai Seal Sheny A.Chapman,Not�►ry Pubiic Derry Twp.,Dauphin County My Commission Expires Mar.30,2010 Member,Pennsylvania Association of Notaries COMMOrf WEAI-TH OF PENNSYLVANIA ) S S: ) COUN'1'Y OF DAUPHIN � � efore me ,the subscriber, a Notary Public in and for the On the �day of May,2007,b � a i d e r s o n a l l y a p p e a r e d,Robert K. Reitzel,known to me(or Common w e a l t h an d C o u n t y a f o r e s ,p e Vice President and Trust Officer o f Hers he y T r u s t C o m p a n y, a n d sa t i s f a c t o ri l y p r o v e n)t o b e t h 'z e d t o e x e c u t e t h i s d ocument for the purposes t herein con tain e d. authon Witness m hand and Notarial Seal the day and year aforesaid. Y NOt�P 1C COMMONWEALTH OF PENi�SYl.VANIA . Notarial Seai Sherry A.Chapman,Notary Public Deny Twp.,Dauphin County My Comrriission Expires Mar.30,2010 Member,Pennsylvania Association of Notaries - 3 The Bryn Mawr"Trust Company WEALTH MANAGEMENT DIVISION November 12,2013 Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Room 102 � Carlisle, PA 17013 RE:Velma H. Light Estate FILE:2113 00380 Gentlemen: B n Mawr Trust Company is serving as co-executor of the Estate of Velma H.Light. The executor is ry enclosing two copies of the PA Inheritance Return on behalf of the estate. The re ayment of tax paid on behalf of the estate exceeded the amount of tax owed. Therefore,there P P is no check enclosed for payment of any additional taxes. It is my understanding that the return filing fee was paid at the time the will was probated. A copy of the first three pages of the return is enclosed with the full return copies. The co-executor re uests that a date stamp be applied to this shortened copy and mailed to the co-executor in the q postage-paid envelope. If you have any questions regarding the returns, please contact me at 717-520-5667. Since ly, r i Q � � � � � � � S. 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