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HomeMy WebLinkAbout03-24-14 1 1505610140 �J REV-'1500 EX (02-11)(Fl) OFFICIAL USE ONLY PA Department of Revenue County Cade Year File Number Bureau of Individual Taxes tY PO Box zaosDl INHERITANCE TAX RETURN 2 1 1 3 0 7 2 3 Harrisburg, PA 17128.0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 0 5 2 3 2 0 1 3 0 3 2 0 1 9 1 5 Decedent's Last Name Suffix Decedent's First Name Mi 8 R E N N E M A N E V E L Y N T (H Applicable)Enter Surviving 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 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW © 1.Original Return E] 2.Supplemental Return 3.Remainder Return(Date of Death Prior to 12-13.82) 4.Limited Estate 4a. Future Interest Compromise(date of E] 5. Federal Estate Tax Return Required death after 12-12-82) © 6.Decedent Died Testate ❑X 7.Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) 9.Litigation Proceeds Received 10.Spousal Poverty Credit(Date of Death C3 11. Election to Tax under Sec.9113(A) Between 12.31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number I V 4 V 4 T T 0 I I I 7 1 7 2 4 3 3 3 4 1 REGISTER OF WILLS USE ONLY First Line of Address 1 0 E A S T H I G H S T R E E T Second Line of Address t�tt� t`•r, City or Post Office State ZIP Code L.—.,:,DATE FILED C A R L I S L E P A 1 7 0 1 3 w CD rr Correspondent's e-mail address: LOTTO a,MARTSONLAW.COM Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.D,fdarathon of preparer other than the personal representative is based on all intonnabon of which preparer has any knowledge. SI TURE OF PE ON R ;; FOR FILING RETURN 0 LE DRESS NE WEST HIGH STRE T CARLISLE PA 17013 SIGN E 0 P A OTHER THAN REPRESENTATIVE DA E �a :kg ADDRESS 10 EAST HIGH STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 1505610240 REV-1500 EX(FI) RECAPITULATION 1, Real Estate(Schedule A) . .... . ....... .. ... . .. 1 2. Stocks and Bonds(Schedule B) - - - , . � . . . . . . . . . . . . - 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . ... . 1 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . .. . . . . . . . 4 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).. . 5. 4 1 1 6 1 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . .. . . 6. a • a 0 T Inter-Vivos Transfers&Miscellaneous N Probate Property 6 0 5 1 0 9 8 2 (Schedule G) t Separate Billing Requested ... 7. S. Total Gross Assets(total Lines I through 7) . . . . . . ... . . . .. . . . . . . .. . B. 1 9 9 8 4 5 7 2 3 9, Funeral Expenses and Administrative Costs(Schedule H) . ..... . . ..... .... 9, 2 0 5 2 6 5. 6 4 10, Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) . . ,. - -.- 10. 9 6 4 6 5 . 8 7 11, Total Deductions(total Lines 9 and 10) . , . - .-.- ,. .. ..... . .... . ... 11. 3 0 1 7 3 1 . 5 1 12. Net Value of Estate(Line 8 minus Line 11) ..... . . .. .. . .... . . . . . 12. 1 6 9 6 7 2 5 . 7 2 13. Charitable and Governmental Bequests/Sep 9113 Trusts for which an election to tax has not been made(Schedule J) . . .. . . . . .. . ...- . .. 13. 8 7 8 2 9 2 . 7 2 14. Net Value Subject to Tax(Line 12 minus Line 13) . ........ . ... .. .. . . ... 14. 8 1 8 4 3 3 . 0 0 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15, Amount of Line 14 taxable at the spousal tax rate,or transfers under Sao,9116 (a)(1.2)X.0 _ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.045 0 - 0 0 16. 0 . a a 17. Amount of Line 14 taxable at sibling rate X.12 0 . 11 a 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 8 1 8 4 3 3 . 0 0 18. 1 2 2 7 6 4 . 9 5 19, TAX DUE . . . . . .... . . .. ... -. ... ..-- 19. 1 2 2 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 6 REV-1500 EX(FI) Page 3 File Number ' Decedent's Complete Address: 21 13 0723 DECEDENTS NAME EVELYN T. BRENNEMAN STREET ADDRESS 321 W. First Street CITY STATE ZIP Boiling Springs PA j 17007 Tax Payments and Credits: I. Tax Due(Page 2,Line 19) (1) 122 764.95 2. Credits/Payments A.Prior Payments 87,400.00 B.Discount 4,599.86 Total Credits(A+B) (2) 91,999.86 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 greater than Line 2,enter the difference.This is the TAX DUE. (5) 30 765.09 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: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income ............................... ED 121 c, retain a reversionary interest ..................................................................................................... ❑ 0 d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 2. If death occurred after December 12,1982,did decedent transfer 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 security at his or her death? ......... ❑ ❑X 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑X ❑ 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,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S. §9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers 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 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 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,except 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 siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: EVELYN T. BRENNEMAN 21 13 0723 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged 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 the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. Real estate located at 332 W First Street, South Middleton Township,Cumberland 770,000.00 County, PA,known as Tax Parcel No.40-1 1-0284-027,being described in Deed dated January 4, 1954,and recorded in Cumberland County, PA,Deedbook S,Vol. 15, Page 581,and being conveyed to Earl L.Brenneman and Evelyn T. Brenneman,his wife. Earl L. Brenneman died on March 16, 1996,leaving title solely vested in Evelyn T. Brenneman. See attached Settlement Statement. 2. Real estate located at 321 W First Street,South Middleton Township,Cumberland County,PA, 190,000.00 known as Tax Parcel No.40-29-2484-034,being described in Deed dated August 28, 1985, and recorded in Cumberland County,PA,Deedbook M,Vol. 31,Page 21,and being conveyed to Earl L. Brenneman and Evelyn T. Brenneman,his wife. Earl L. Brenneman died on March 16, 1996, leaving title solely vested in Evelyn T. Brenneman. Value is agreed upon sale price. Settlement Pending. See attached Agreement 3. Real estate located at York Road,Monroe Township,Cumberland County, PA,known as Tax 154,000.00 Parcel No.22-11-0280-047,being described in Deed dated February 15, 1965, and recorded in Cumberland County, PA, Deedbook W,Vol.21,Page 765,and being conveyed to Earl L. Brenneman and Evelyn T. Brenneman,his wife. Earl L. Brenneman died on March 16, 1996, leaving title solely vested in Evelyn T. Brenneman. See attached Settlement Statement. TOTAL(Also enter on Line 1,Recapitulation.) $ 1,114,000.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(9-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE STOCKS BONDS 1NHER9ANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER EVELYN T. BRENNEMAN 21 13 0723 All property Jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 17,805.227 shares Blackrock PA Municipal Bond(CUSIP 09253A680) 207,430.89 See attached. I a. Accrued interest on Item 1 527.69 2. 1,899.961 shares Vanguard Municipal Bond short term (CUSIP 922907100) 30,209.38 See attached. 2a. Accrued interest on Item 2 17.65 See attached TOTAL(Also enter an Line 2,Recapitulation) $ 23$ 185.61 If more space is needed,insert additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: EVELYN T.BRENNEMAN 21 13 0723 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Wilmington Tax Exempt MMKT Funds 8,411.14 See attached 2. Wilmington Tax Exempt MMKT Funds 1,029.36 See attached 3. M&T Bank checking 1246224 21,297.50 See attached 4. Kenny's Auction,proceeds from sale of personal property 6,821.97 5. SES,refund of insurance premium 1,089.00 6. EMC Insurance Group,refund of farm owner policy premium 1,191.00 7. School real estate tax proration,332 W. First Street,Boiling Springs, FA 1,194.43 S. County and School real estate tax proration,York Road,Monroe Twp. 51.43 9. The Sentinel,refund 44.97 10. SES, refund of premium,York Road,Monroe Twp. 31.00 TOTAL(Also enter on Line 5,Recapitulation) $ 41 161.80 If more space is needed,use additional sheets of paper of the same size. REV-1510 EXe(08-09) Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER EVELYN T.BRENNEMAN 21 13 0723 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % DECQS EXCLUSION TAXABLE INCLUDE A SEER.ATTACH E,THEIRF THE DEED FOR REAL AND NUMBER THEDarEOFTaANSrER.ar racRacoaroFn{EOEeoFOaaEUESTATE VALUE OF ASSET INTEREST VALUE 1. M&T Bank,Trustee under Earl L. Brenneman Trust dated 605,109.82 100.00 605,109.82 October 14, 1993,f/b/o Evelyn T. Brenneman Beneficiaries: Bill Basehore(great nephew of Earl, 1/12 share); Carolyn R. Starry(niece of Earl, 1/12 share);Thomas W. Beil (great nephew of Earl, 1/12 share); Virginia Basehore(niece of Earl 1/12 share);Betty L.Kissinger(niece of Earl, 1/12 share); Donald E.Basehore(nephew of Earl, 1/12 share); Eleanor Weber (niece of Earl, 1/12 share); Donna Basehore(niece of Earl, 1/36 share);Jeffrey Basehore(great nephew of Earl, 1/36 share); Brenda Basehore(great niece of Earl, 1/36 share); Esther Givler(niece of Earl,2/12 share); Irene Gianforti(Evelyn's second cousin, 1/12 share);and Alice R. Hoover(Evelyn's second cousin, 1/12 share). TOTAL (Also enter on Line 7,Recapitulation) $ 605 1 09.82 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(e8-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER EVELYN T.BRENNEMAN 21 13 0723 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home,Inc. 17,513.90 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Manufacturers&Traders Trust Company 48,376.00 SUeetAddress One West High Street City Carlisle State PA ZIP 17013 Year(s)Commission Paid: 2, Aftomey Fees: Martson Law Offices(estimated) 46,000.00 3. Family Exemption:(It decedents address is not the same as claimant's,attach explanation) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate fees: Register of Wills,Cumberland County 94150 5 Accountant Fees: B. Tax Return Preparer Fees: 7. Landex Title Search 0.34 8. Copy of Deed-332 W. First Street property 4.00 9. The Sentinel-legal advertising 200.16 10. Cumberland Law Journal-legal advertising 75.00 IL EVP stock valuation 4.00 12. SES Insurance Brokerage Services,Inc.,321 W.First St.,Boiling Springs,pending sale 1,039.09 13. SES Insurance Brokerage Services, Inc., 332 W.First St.,Boiling Springs, pending sale 2,196.09 14. SES Insurance Brokerage Services, Inc.,York Rd.,Monroe Twp„pending sale 90.09 15. SMTMA,sewer/water,321 W. First St.,Boiling Springs,pending sale 278.24 16. SMTMA,sewer/water, 332 W. First St., Boiling Springs,pending sale 174.40 17. SMTMA,sewer/water hook-up 332 W.First St.,Boiling Springs,pending sale 60.00 18. LPS National Flood Insurance,321 &332 W. First St.,pending sale 1150 TOTAL(Also enter on Line 9,Recapitulation) $ 205,265.64 It more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent EVELYN T. BRENNEMAN 21 13 0723 Decedent's Name Page 1 File Number Schedule H - Funeral Expenses & Administrative Costs-B7. ITEM NUMBER DESCRIPTION AMOUNT 19, Scotts Lawn Service, 321 W. First St.,Boiling Springs,pending sale 1,836.43 20. Met-Ed,electric service, 321 W. First St., Boiling Springs,pending sale 27824 21. Met-Ed, electric service, 332 W. First St., Boiling Springs,pending sale 174.40 22. Mary Murray, County real estate tax,York Rd.,Monroe Twp.,pending sale 100.78 23. Robert C. Cairns, School real estate tax,321 First St.,pending sale 2,072.62 24. Robert C. Cairns, School real estate tax, 332 First St.,pending sale 2,626.31 25. Steven E.Bear,property and home maintenance,reimbursement of expenses, 3,220.39 321 &332 W. First St.,Boiling Springs,pending sale 26. Troy M. Bear,property and home maintenance,reimbursement of expenses, 1,400.00 321 &332 W. First St.,Boiling Springs,pending sale 27. Arthur E.Bear,property and home maintenance,reimbursement of expenses, 1,745.06 321 &332 W. First St.,Boiling Springs,pending sale 28. S.W. Barrett Real Estate&Appraisal Services,appraisal 321 W. First St.,Boiling Springs 375.00 29. S.W. Barrett Real Estate&Appraisal Services, appraisal 332 W. First St., Boiling Springs 750.00 30. S.W. Barrett Real Estate&Appraisal Services, appraisal York Rd., Monroe Twp. 250.00 31. Keystone,removal of underground fuel storage tanks& installation of above ground tanks 8,974.00 32. Century Link,telephone service,final bill 39.15 33. Buchanan& Erb,fuel/gas service 321 &332 W. First St.,Boiling Springs, pending sale 2,905.86 34. Duplicate house keys 7.93 35. Carl E. Ocker,disposal of personal property not sold and house cleaning 2,450.00 36. Mid-Atlantic Co-op Solutions, Inc.,fuel/gas service 321 &332 W. First St., Boiling Springs, 1,060.80 pending sale 37. Steve Comman Plumbing,repairs 332 W. First St., Boiling Springs, pending sale 130.00 38. Final County real esate taxes,332 W.First St., Boiling Springs 29.28 39. Wolfe&Company Realtors,commission 332 W. First St.,Boiling Springs 38,000.00 40. 1%Realty Transfer Tax, 332 W.First St., Boiling Springs 7,700.00 41. SMTMA, final sewer/water, 332 W.First St., Boiling Springs 175.88 42. Brehm-Lebo engineering, Inc.,survey costs, York Rd.,Monroe Twp. 6,866.20 43. 1%Realty Transfer Tax,York Rd., Monroe Twp. 1,540.00 44. Mary Murray, Tax Certification fee,York Rd., Monroe Twp. 6.00 45. Russell Shughart,sewer line installation 332 W. First St.,Boiling Springs,pending sale 3,584.00 SUBTOTAL SCHEDULE H•B7 88,298.33 REV-1512 EX,(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER EVELYN T. BRENNEMAN 21 13 0723 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Messick's,account payable 78.33 2. Brian K. Hurley, account payable,home maintainance 100.00 3. Arthur E. Bear,account payble,reimbursement for funeral expenses and home maintainance 932.20 4. Troy M. Bear,account payable, lawn care and property maintainance 700.00 5. Steven E. Bear,account payable, lawn care and property maintainance 300.00 6. Home Instead Senior Care,account payable 1,241.29 7. West Shore, EMS, account payable 243.95 8. Lifeline,account payable 47.72 9. Century Link account payable 39.24 10. Scott's Lawn Care, account payable 259.81 it. Met-Ed,account payable 63.33 12. Buchanan&Erb,account payable 91,098.00 13. PSECU, account payable 742.00 14. PA Department of Revenu, PA 40ES 2013 tax payment 160.00 15. Sandra Cadigan,nursing care,account payable 460.00 TOTAL(Also enter on Line 10,Recapitulation) $ 96 465.87 If more space is needed, insert additional sheets of the same size. REV-1513 EXt{01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: EVELYN T.BRENNEMAN 21 13 0723 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS (include ophtspousat distributions and transfers under Sec.91 i8(a)(1.2).l 1. Carolyn R. Stony Collateral 30,474.74 c/o 9 Boxwood Lane 1/35 of residue Camp Hill,PA 17011 2. Betty L.Kissinger Collateral 30,474.74 516 Hogestown Road 1/35 of residue Mechanicsburg,PA 0167 3. Donald E. Basehore Collateral 30,474.74 9 Boxwood Lane 1/35 of residue Camp Hill,PA 17011 4. Eleanor Weber Collateral 30,474.74 306 Hogestown Road 1/35 of residue Mechanicsburg,PA 17055 5. Esther Givler Collateral 30,474.74 1265 Boiling Springs Road 1/35 of residue Boiling Springs,PA 17007 6. Irene Gianforti Collateral 30,474.74 4704 N.Galen Road 1135 of residue Harrisburg,PA 17110 7. Alice R.Hoover Collateral 30,474.74 725 Lockwood Court 1/35 of residue Harrisburg, PA 17112 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. 11. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1, Otterbein United Methodist Church 25,000.00 647 Forge Road Carlisle,PA 17015 2. Claremont Nursing&Rehabilitation Center 213,32118 1000 Claremont Road 115 of residue Carlisle, PA 17013 3, Cumberland County Historical Society 213,323.18 21 North Pitt Street 115 of residue Carlisle,PA 17013 TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 878,292.72 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent EVELYN T. BRENNEMAN 21 13 0723 Decedent's Name Page 4 File Number Schedule J - Beneficiaries -2B H. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 4. United Way Endowment Fund of Carlisle, Pennsylvania 213,323.18 145 South Hanover Street 1/5 of residue Carlisle,PA 17013 5. Carlisle Area Health& Wellness Foundation 213,323.18 274 Wilson Street 115 of residue Carlisle, PA 17013 SUBTOTAL SCHEDULE J•26 426,646.36 Continuation of REV-1500 Inheritance Tax Return Resident Decedent EVELYN T. BRENNEMAN 21 13 0723 Decedent's Name Page 3 File Number Schedule J - Beneficiaries -1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [IncluBec 9ilhtspousal istributionsand transfers under 8. George William Basehore Collateral 50,425.82 215 James Drive 1/12 Sch. G, Line l Millbrook,AL 36054 9. Carolyn R. Starry Collateral 50,425.82 c/o 9 Boxwood Lane 1/12 Sch.G, Line 1 Camp Hill, PA 17011 10. Thomas W.Beil Collateral 50,425.82 57 Kathy Drive 1/12 Sch. G, Line I Middletown, PA 17057 11. Virginia Basehore Collateral 50,425.82 1156 Ridge Road 1/12 Sch. G,Line 1 Elizabethtown,PA 17022 12. Betty L. Kissinger Collateral 50,425.82 516 Hogestown Road 1/12 Sch.G, Line I Mechanicsburg,PA 17055 13. Donald E. Basehore Collateral 50,425.82 9 Boxwood Lane 1/12 Sch.G, Line I Camp Hill, PA 17011 14. Eleanor Weber Collateral 50,425.82 306 Hogetowns Road 1/12 Sch.G, Line 1 Mechanicsburg, PA 17022 15. Donna Basehore Collateral 16,808.61 530 Diehl Road 1/36 Sch.G, Line I Mechanicsburg,PA 17055 16. Brenda Basehore Rohaly Collateral 16,808.61 540 S.Bedford Street 1/36 Sch.G, Line I Carlisle,PA 17013 17. Jeffrey Basehore Collateral 16,808.60 45 Wendy Drive 1/36 Sch.G, Line 1 York Springs,PA 17372 18. Esther Givler Collateral 100,851.62 1265 Boiling Springs Road 2/12 Sch. G, Line 1 Boiling Springs, PA 17007 19. Irene Gianforti Collateral 50,425.82 4704 N.Gallen Road 1/12 Sch.G,Line I Harrisburg,PA 17110 20. Alice R.Hoover Collateral 50,425.82 725 Lockwood Court 1/12 Sch.G, Line 1 Harrisburg,PA 17112 A.Settlement Statement(HUD-1) I ti PHA SeSemml6telrrlml-U.S.c em,,,t of H..Q alM Vmm oev eao.Font VS Hw-1 '104 NO. t I l2.Fm HA S.file NLmpo 7 Low Nempr B.MW,gegelmumnce I 1 3.Cam.U.0 Case 1 ber 114.VA RE3708 0565884410 t t S cone Ina ABSTSU23 G Tis few is MNlts,to 9ne ym a stet•nwtof a=M settlemwl costs.Amwm•paid to wp by Me senemwt pmt are sn., hems marked'IO c.f "'Mo atse•of :a.tlobn :m are sawn hre!r nbrme0mal purposes wd ere not ntludad,n P.bbb. 0 Nmne m0 Adams of BOno.m E.None ate Mosess Of SNor. F Neme aM Address of I~ JOHN F.STAMY,III M&T TRUST CO.,EXECUTOR,CO-EXECUTOR AND TRUSTEE AGCHOICE FARM CREDIT,ACA DIANE S.STAMY ESTATE OF EVELYN T.BRENNEMAN FOR ITSEL.FANDIORAS 1191 BAISH ROAD ESTATE OF EARL L.BRENNEMAN AGENT/NOMINEE FOR AGCHOICE MECHANICSBURG,PA 17066 EARL L.BRENNEMAN TRUST FARM CREDIT,FLCA,(SAGA ATIMA 21 E.MARKET STREET,3RD FLOOR,YORK PA 17401 G. Ptap"Lamm H.SeetweW Agent: Settlement Dote: 332 W.FIRST STREET.BOILING SPRINGS,PA 17007 FREY&TILEY JanU2ry 15 2014 SOUTH MDOLETON TOWNSHIP Plet.of SememenC 11:30 A.M. CUMBERLAND COUNTY 6 SOUTH HANOVER STREET PARCEL NO. 40-1142U427 iCARLISLE,PA 17013 j. SUMMARY OF.4 • MO O'rouA .•nr 0.F.S•srow - - ..,:: 400.oroa Anro4ne0 t S•IN( c.. :'. I61 Cannts s41Q pow �`' 770000.00 ,01'COnvau9rerpnv 770,000.00 taZ P•rmmlD!pP•!W ' :i -. : %,; 402 PO.wsIpiop" M S.RYmwemrg•s irmi:ltlns ta001 - .:,i ...i:' 17,179.50 1G 404 tos Settlement charges from Addendum 30.00 465 °l :" _AN/valrisnw ea/Mnac�a Maw4rM emvrr _...:::. '::. AdNamwiN lorMme P+`d PY+NMnawwee... fw a t$1 rxMpasra104 .... ...':.t. 0.00 3066 t~We4:11fwl4 to,{741ft4 0.00 .. :,.-;. 40T Gat•Ity rue'.! : r: lei Au•arnaMa - 406;Aea.arenir tto sdlordtaxes V15r14 ; b90Wt4 - 1.194.43 Oro serail ezeivrW4 ,(. to aQ0/14 1.194.43 417 to Cro•s AnmaRDw erom BerMre''.`^ 788,603.93 420 Grow Amo.etOu to B4aM'' ' �',< 771,196.43 200 Amobste�PaN.Bj 00.a•ft4R Of'Bessonr .. .... 900 R440etbrwMAmoom Owib 6•Nr ..:: -:. AI OepNR aernal'lnatky' 10.000.00 Sal EFwsadelloLlTeN Nntuatlrul:, .. ..... ..: . :''. 202 P4n4asl4mWe ddeM lohRH -: '' 800,000.00 302 SLOam•bfmirynle eMrlSx.l4ppi 46,375.88 2a3 EN4Mp.lwnfa)relobe, b 307'EdtlRpterrt(sl t4e�wgnto::'' , V". 204 !. -', S - 304:Pryallol rftewgap.lo•e::.' t r l.. ... 5:. . .: 305 p•p6 Alaoi#AwtMewoM..i. .. 207 r-4 ._ :i: :: .. � -.:.::. SOT .. ... gas >c Sao 'v 500 SaKemerK ehitges from Addendum.: :. . ::: 0.00 AO}lnenwrb te bF 4.Ow. .:.:: . iii. '. `� �.. ; := A4Qinmrwn k.Irm.S.1>•d,b'a•liar .:,. :: .. 7 210.CRyAMsn;Wsi tl4% to VL14 :. 29.28 316 a rime,tua1H114 i to Hi3It4 29.28 211 Casty ta.s Sit Co10ry ones. 212 Arsw4onwU - T Y r ': 312 Assestnarte. F 213 143dtaott66 TMh3 ae tltSit St46Cad W44 RgN0 bL13H4 2:6 - 217 r. 220 TUW PSN Byrcor l)oamwr ,. -q!' ''� '::'„'p 810,029.28 3,.0 TCi41 Raamikwio MnTau•SNIw 3011 Cs4 N S.UNw•m Froml7e dertoa•r.. _ — — a 600 CbA N S.M.TdFroe 54141.- ---- sOt fiwsameumau•rmn 0..1”120t 788,403.93 Got (ivssamo. to setlw itotn(me 4w) 771,196.43 3o0Lm emVUnb pre byaarSmwml ftalt one 2ml 810.029.28 W2 Mess remutwam arwnisus se0w l'mm we3201: 46.406.16 3W'C.0I I From(A)tb Baroww--:- (21,625.35) 603 Q.IM I)ROM I%PT06FR4 r F 724,789.27 In,prs Pettit d4 IniOaN jrc-k. ,� Noo-1 ADDENDUM Additional Settlement Charges to Borrower: Additional Settlement Charges to Seller: INCOMING WIRE FEE TO ORRSTOWN BANK ATTORNEY FEES TO MARTSON LAW OFFICES P.O.C. $12 SEE LINE 1104 TAX CERTIFICATION FEE TO MARYA.MURRAY, TAX COLLECTOR 30.00 Total to line 105 30 Total to Line 509 0 INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS THIS HUD SETTLEMENT STATEMENT CONTAINS IMPORTANT TAX INFORMATION(BOXES E.G,H.I,M AND LINE 401)AND IS BEING FURNISHED TO THE INTERNAL REVENUE SERVICE IF YOU ARE REQUIRED TO FILE A RETURN,A NEGLIGENCE PENALTY OR OTHER SANCTION WALL BE IMPOSED ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT IT HAS NOT BEEN REPORTED. TAX PRO-RATION ADDENDUM Date of Pr atlee: Bartornr 9sllsr SCHOOL REAL ESTATE TAX J..q 15,2014 frm July 1,M13 to June M.M14 S ool Red Eads T..Face S2.679.91 POC. Sdtocl Real Estate Tex-Par Dry $T}4222 :. ASSESDMENT. COUNTY d MUNICIPAL TAX 9vwc from JaOUaly 1,M14 to OecaMNf 31 2014 - - Co.d Munic.Reel Estate Tex-Face 72703 TB.P Co.d Munk.Red EsMte Tax-PY Day 1 3g S.3MNMeM SFM .. .. Lima vas 100 A 4K 1106410, Sdwd MxM P O C.of merged to Shca 2106010,214 A 014, Scnad fun P O.C.or marged to Sarewer am 130.1 for Co.A Munic.PO C.or targao to Shcer RasulM of tNo Adde,Mun. Co 6 Munic.PO.0 or mergee to 6artoxer z Page 3 of 4 ��yy ^'tlFr •.�"�.. AEI} . :lif"�:�.,j�'!"WP- ri�r j ITT- , : i�"+ I,bB�t M'Ii 4"c;'4D'-• h'-M eT,'�a. H'it�bv f. " �IIIIII��IIYGillll�lllti l•y{i i r r. 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DATEetFfli�is OP 7R$ESSENCE 040) s (A3 Wio'tttoacnpmm ofApatttn vOb•on at be%*: Sameater 14t 4014 .a (H3 Tb•1ae•mait Aa amd aP obw dates amp tuna wnne•d ra 60 p"fam+po•of aQ obepaoa:ot$4 Apaamaa•p-d tllt '� oaMe•and aril bb'dfoP. ' mb, M TbO1 11600 DanofWAteMWaat)dwMeWbOO Win,i dSo*bmWifaaedWwo*W"ofd aApemem19w0+` at in#aad*tilidabpk For pnpaa b dtbb Apt ob&'G the aorta d dap•dM be emmesd am do Pwadon now name 81 ibe dap dd•AynmMmom•tvad and bubm)tipdu UK dq Of ft time Padod.All an"A ObAptmeat•h"be md. a1' now aaa 40*6 •a MY- Tb•Stedman Duo L IM WMW by'*W d wr"i"oa OMS Apo mid ad mnp mly b••+ omW by mVmit,w!NOn ppw en mtndehep•rdx. a 4gJ Cx1riq tam7a and time padodr ee prep•dobd s•fhb.1p•mmt aa•sawmd•ata a mt HP,riz tad.SAHa Aft peeypdoba>� St Me PaWes A�aprpad•O.itaaod- ds 6 2011 GII—'1e) so Faupn of'I*AO M=W to I da Amq;d (=c*p Jn m vd m 9SE •t &Wd*W b.zmM SObVIrpkaW ID pmft 'AVU4w*&ce�n)mtH myna Qde P (and st auyw tvpdog H sew 92 .�iEad; theHOpaMab•a>miaod/aduHayrwdWaotn7nCOAtroamtaaanxHuYartyrd�>edif r et owwuo*• - Mei.7grsK» ankraan.ae anbbtdaM - +t ronn PRWN WTn•F•p" rrwRtie•pOm••aa ld411aa•1A 1, ^ t TWO eeb, t .MADE THE a Qom" day at August in the ymr o/our Lord one lho,nnnd nine hundred and eighty-five (1985). BETWEEN E=W T. EBF MMM, of 321 West First Street, Boiling Springs, South Middleton Township, Qadnerland County, Pennsylvania, I'ndividnnlly, and m Executrix of the Estate of Elsie Mae Throne, late of SMth Middleton Mwoship, Clmisarlard County, Pennsylvania, Grantor , and LAM L. EPMH2,M and EVET.YM T. ffi4III•tE M, his wife, of 321 West First Street, Boiling Springs, South Middleton Tvmmhip, ombesrland County, Pennsylvania, Grantee s WITNESSETH, that in c"sidenetion of One ($1.00) dollar and other egad and valuable considerations, in land paid,the ree..ipt whereof is hereby acknowledged.the said gmntor do as hereby grant and convey to the said grantee S. their heirs and assigns, AIL that certain piece or parcel of land, situate in South Middleton Townships Omt uland Cautny,' Pennsylvania, boudod and desaiked as follows, to wits BEGII•TiM at an iron pipe on the southerly side of the York Food, and in line between the land herein conveyed and other land of the Osantsest thence along the f . southerly aide of the York Roads aforesaid, South 7711 degrees.West ten (10) feet to an iron pin at lands tow or fory erly of Clyde C. Time and Olive M. Zitmt thence crossing the York Road and by said lands now or fcnnerly of Clyde C. Zinn and Olive M. Zinn tlorth 19 degrees Mat three hundred fourteen (314) feet to a post at corner of other lands of the Gr=teesi thence by other lands of the arantees South 20 degrees and 30 :routes Past three hundred thirteen and five-tenths (313.5) feet, nmre or leas, to the iron pipe on the southerly side of the York Roede the place of Begi+uSrg. 1T BEING a triangular shaped pieos of grounds containing three and t hree-fourths (3-3/4) perches, erd C F3EnM the same Piece of lard which Clyde C. Kim and Olive M. Zinn by deed l dated Deosabar 30, 1938 and recorded in the Office of the Recorder of Deeds in and for Oadlerlard County, Pennsylvania, in Deed Book "r", vol. 11, Page 490, granted and conveyed to George I. Throne and Elsie May Throne, as tenants by the entireties. 'fie said George I. Throne died May 19, 1956 thereby vesting the entire right, title and interest in Elsie May Throne, the surviving tenant by the entireties. And, the y said Elsie May •throne died testate, [•oveaiber 3, 1959, leaving a last will and testament duly probated in the Office of the Register of Wills for Omberland aunty, at Carlisle, Pennsylvania, in Will Book 52, page 283, utierein she devised all her property to Evelyn r T. Brennsenan end wherein she appointed the said Evelyn T. erenmaran, EXacutr'ix, to whoa Letters Testamentary were duly issued on Decerber 17, 1959. Elsie May Throne and Elsie Mae Throne is one and the same person. TIDE wrneyance is a transfer firm wife to husband and wife. t` f i eacrJY}31 arc: 21 r f I I F Cs(b7 AND the said grantor hereby covenant a and agree a that she F0y'j� well warrant ya�auy the property hereby cm,,V,d. [I y am b[ m ' C � ?no oyv r_v<. N �rnm Off �N.y • IN WITNESS WHEREOF, gall grantor ha a hereunto eel her hand and.eat the day and Year first above written, a ✓t 11 _ 4tgnrg,bnirg nab Cftlfbnre � .. .• •�'rf�xA°'r,.'rik,cl.... east in the P1 A x.AL ....... ... ..................... . ... ._...... EBRTE OF Prexv ME 14gYI•t8 _......................_........................... ............_..I ...�V�y,...r r RLtLNRFMi.I. e..L •°•YEN i T hereby cestity the precim reaomm and amplets post: office addceas of • UM rdthitt nmrod Grawitem is 521 Pmat Poet Street. >b itYia a. of kl tka JR, 1985 .. .. Grantee N rs State of Penrwl.,.rd. 1} County of Ctmterlard One- the g?J0 day of p�8t , 19 85 ,before me, the :4,t,,rnePd�n lee(, ! 0 6r psrennally appeared yEyytt T. 7" tadivldcellyr ea Ml txix of the Estate of 916is Mae 'ihrGnee doteaseds kwwn to me (or xatfef4ctor2V praven) W be the person .obese Home is mrDxnibed to the within instrummi,and acknowledged that she rzeeuted the same far the purposes theren Contained and in the ty therein stated. .. .ir.,.r.4, • IN WITNESS WHEREOF.TT hereunte,net my hand and aBeeial real. �,ar?i'1E1 Ay 'if�: ............ ''u�d,... 4man a.)AMW ' aelAa} 1paL1/_., G=i a,�D •0 yd Bc 31 PicE. "Ns"' cpyaeeu is co n msueseesoa mut""a sueu unI Titk oI W ...... St=d�� Z c Yr8 s -- I QI1��, 10:ro ow �.w1xs e Wpru ' � i � eeb PADS THE 6th gas,a Apr i I is th,year . e7 m:r Lerd ass tAmusnd nhw AsMnd sixty (1940) BA7IPSSS EVELYN T, BRENNEMAN and EARL L. BRENNEMAN, ` her husband, of South Middleton Township, ' Cumberland County, Pennsylvania, Cnxtoq arrd EVELYN T. BRENNEMAN and EARL L. BRENNEMAN, i her husband, of South Middleton Township, Cumberland County, Pennsylvania, Graafsss IP7TNESSATBr tASS i t msridarsttw a/ One ($1.00) Dollar is AW Pstd,Ma reufpt whi is Asnba whWw1Wg,,4 the and pre wS ds Asr�arses mWcerosatalAsrrWgrualms, their heirs and assigns, ALL those certain tracts of land situate in Cumberland County, State o9 Pennsylvania, the same being bounded and described as follows: TRACT NO I. All that certain lof of ground situate in South Middleton owns p, said County and State, bounded and described as follows: BEGINNING at a post on the South side of the Shippensburg Road; t-reence across said road and by lands now or formerly of Emanuel Lackey, North 201 degrees West 319.3 feet to a post• thence by lands now or formerly of Amelia B. Wise, North 751 degrees East 144.2 feet to a post; thence by lands now or formerly of George I. Throne, South 16 degrees East 323.3 feet to a post on the South side of the said Shippensburg Road; thence along said Road by lands now or formerly of Philip Brechbill's heirs, South 77J degrees West 145 feet to the Place of BEGINNING. Contai ping One (1)ao re and eight (8) perches of land. TRACT NO 2. All that certain messuage and lot of ground sit- i ' uate in gouffillddleton Township, said County and State, bounded and described as follows: BEGINNING at a post on the South side of the Shippensburg Road; thence across said road and by other land now or formerly of George I. Throne North 201 degrees West 323.3 feet to a post; thence by lands now or formerly of Samuel Throne, North 75} degrees East 111.5 feet to a post; thence by lands now or formerly of the Hairs of Jacob Wise, deceased, South 20j degrees East 327 feet to a post on the South side of said Shippensburg Road; thence by said Road and by lands now or formerly of Philip Brechbill-s Heirs, South 771 degrees West 112 feet to the Place of BEGINNING. Containing 131.1 perches. TRACT N0. All that certain messuage and lot of ground situate on t e orth side of Main Street in the Village of Boiling Springs, South Middleton Township, said County and State, bounded and described as follows, to-wit: J L ��8J C I Ba��7is ai ON the South by said Main Street (otherwise known as the Shippensburg Rdad; on the West by lot now or formerly of Herman Lindsay; on the Nodh by an alley siateen (16) feet wide and on the East byy lot now or formerly of Walter Sts 1, having.a width of fl ty (50) feet in front on said Main Street and extending In depth at an even width therewith one hundred and sixty-four (164) feet I to said alley on the north and having thereon erected a two storied frame dwelling house and other improvements. TRACT NO. 4. All that certain lot of ground situate on High C Street n t e lage of Boiling Springs In South Middleton Town- ship, said County and State, the same being bounded on the West by j High Street; on the North,by lot now or formerly of Samuel Chronis,ter; on the East by a twelve (12) foot alley and on the South' by lot now or formerly of Philip Brechbill, cost aining in front on said High Street eighty (80) feet and extending at an even width one hundred fourteen and two-tenths (114.2) feet to said alley. C TRACT N0. 5. All of that certain tract of mountain land situate In Monroe Town—Ts+i p, said County and State, the same being bounded dnd described as follows, to-wit: BEGINNING at a point in line of land 06W or formerly of E. E. Shees ey an aurice E. McWilliams; thence along lands now or formerly of sold Sheesley and Mcwilliam5. South thirty-six and one- half (3�;) degrees East seven (7) perches, more or less, to a stone in line of lands now or formerly of Mrs. Rachel Sheaffer; thence by lands of the same North seventy-two (72) degrees East ninety- seven and eight-tenths (97.6) perches to a point In line of lands now or formerly of C. W. and D. N. Ahl; thence along lands of the latter, North twenty-five (TS) degrees West six and eight-tenths (6.8) perches to a point in line of lands now or formerly of Cyrus Brindle; thence along lands of the latter, South seventy-two (72) degrees West ninety-eight and eight-tenths (98.8) perches to a point, the Place of BEGINNING. Containing 4.838 Acres, more or less. G IT BEING the same five tracts of land which Elsie Mae Throne by her-aeed—dated July 20th, 1956 and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, In Dee0,Book "H", Vol. 17, Page 188, granted and conveyed to Elsie Mae Throne and Evelyn T. Brenneman. The said Elsie Mae Throne died testate on the 3rd day of November, 1959 and the title vested In the said Evelyn T. Brenneman, one of the Grantors herein, by virtue of survivorship . THE purpose of this conveyance is to transfer the ownership Into h—usband and wife. C C AND,W arid aretas.d0 hereby rwaut W We' to W rith W add OMMM s, Ihd they ,W prealrs,thew rhoin,esrntors W adrrLirfratera,ahaB W will anal gemral ly aad drfeW W Area!,aaeoe dsseriba � prariw, rink W herWihaweal W sppariesaaua,eta W raid arrWes, their hero ad sadams,aasimst W raid ar-= aid easiest"an other pmmn lrf.11,aariwiap or who aw Arrae/trr Olin W seems or aaY put Nereo/. I i I II i I • ' I � � r I i I IN WITNESS WHEREOF,said emit.,s Aa ve hvvw"set the r hond s and seat s W day W Year first above rvrittsm awe aims r ��a... - r .._.. ..N - - ..". ..N 1 6-by artily tket the RaW sse sad pod Office a(-Ais Crowe:is �p CrWre a I.:ly. Salo/ Pennsylvania 1 N. Coats o/ Cumberland } ,e.r 60.br/ore we, 0i this, the 6th day of April Ike aWersianed oplNa,penomity appeared Evelyn T. Brenneman and Earl L. Brenneman, her husband, w7 amore a me(ar mtfwaetari 1i_tlyr^vm)to be W aerNn s whose nam6 are nu LOrriLrd G.fAe wilA- J is wrtrswent,sad tpky'f�ld�l4 Mt the y 'rested the"M for Ike parposu therein ton- ♦ aN N WITNA� WMfTF'I s t wY taid nir , ..'..•:���? j � �r+��ldTmlalT�6fi t7?rn. j J R9mT i,:f <T 83 c .0:'(yNYS.t1.jN.JF�6M:JYLVAl1�A #.2 vAa, d Nvgr. AFFIDAVIT F VABUE aptµ1°F 61gItY Cc LL' IaNe �' ♦..> . C N lip lip ..Required under Section 0 the Realty Transfer Tex Act t of Decenber 2F'. I951,, P,L. 1742, as amended. h tyTO BE FILED IN DUPLICATE WITH THE RECORDER OF DEEDS -`LCK4MwEALtH OF PENNSYLVANIA 1 TUN OF It _4f, being duly sworn, herety statesrhe is the IGRANMRI IGRA*TM iu the deed between _ ti.INa,'e and ndd rn9e of GRANTIRGI ,l M of q .(Name .4 address of GRANTEES) with regard to which this Affidavit is given, Vd Chet the true, Cull and . co:nrlate market value of such trM6act:an, including Ir:artgake6, liens and �'�.• other enCWltran<es i6 1"`� Collars Y/: I Y • ). The hig eat a9eesaed value of said,real estate r for local tax purposes is Dollars 4 rv . till any mortgagee r n:<o[ d ccatemporaneously with or euLSe9uent to the recording of the aeed7,��� �'' � //Mount S�%'��'� Property location: �/^^"�""r"— ��'h ' P',_ (Street and Nw:berl (City Township) Sworn and sutscnted before me this as C a p tl rancor aa-DeaM1ee +r ..s �? _.QI�YRt94bE lf�hNt7 Giugtl.F, J ddr es .� 1lg(satlp, explain: _� .... ' .. PFMRDFR.F ...... Mai) copy to: ILLIP, Fook No. Tr( Commonwealth of Pennsylvania Page No. Department of Revenue Muur:t of tae raid las per Harrisburg, Pennsylvania c Mcellea stamps) Cate Rece rded _ --- ACT-9 IP.evI Il. fT�n17311 I h r A ) r Sc-LJ ,L4It Lw..._z Ce X81 A.Settlement Stater nt(HUD-1) I ! i f4A 8emement lte event-u S i.e eRme tv-.Vft ar9Utnen ievC mentFmn us ellc-1 'a eYo t )2 fmmA a-9•M+m9er a mon"g,1n islxe t i 3 Car V '. C.."bW t t4 'rA RE3705 r 15 core 19n ABSTtl6820 C l..IVmIlM'flthM t9 yrvsywafhtenntdaCaW Urttement a9m Nnaurrts peme tP an60y ne xRememl4mrre Ywxn. eM+emMee-(Dol.i'xere 9uC Wt9o•9f n! an.nRnhP•'ar m1U`n.tiOnN nunoen etW are n9[m4WSn rn'he roffi.. 0. +t•me MP n9Cms9fevm✓er'. £.trans PM AeEreadS•Ax. frveme am Aaorefadter4er. JOHN F.STAMY,III M&T TRUST CO.,EXECUTOR OF THE N/A DIANE 0.STAMY ESTATE OF EVELYN T.BRENNEMAN 1131 BAISH ROAD ONE WEST HIGH STREET MECHANK:SBURO.PA 17055 CARLISLE,PA 17013 G. Prl "LP W KSemem"Awl: Sell W,t 041c YORK ROAD FREY 6 TILEY December 27 2013 MONROETOWNSHIP Pt .d S,,,ll rt 1:30 P.M. CUMBERLAND COUNTY 5 SOUTH HANOVER STREET PARCEL NO. 22.11-0280-041 CARLISLE PA 17013 BORROWERS SUMMARY OF 100 Qm Amount Ow Fm•eort9w ',i' <:-; 4W cna A,rnowv OL•to 3+tldr.' 10i Can9.dseM•Ptoc: N _ 164,000.00 d01.00neK13eW p3nr rt., .. 164.000,00 .. , Pr3PY _. PrroMf s - .104:: .;ira dt+r0e:von{inn 14W3 .:; :.: 2,T7T.Otl i3a ;._. to ,': ? tai Settlement l ctrarge}from Addendum 0.00 iO3 f,,,r`X a x ~ F ,. .44matmrr+tAbrsn.P.003'Wwm+6rosp : ?; _.:.AC/9.PM^b krY+meP.kt P/.r•hein+Rmc+: :.. . . 106.�tp1m±n 35%K 2f1'Irti.: b1x13019- - . 0.36 Aft CI!}ibvn fcin 1'1)52153 btN31NJ 0.36 107 C?dN'.t•.•• '.j .. .. SOT Caunt{tgei: ' ,O6 Avm:'rrM 40II Aal•1P11Mt!'F R l v 108':%' . n0 3doataxe�t2nrtli b4nlWia- 51.08 Iva scmo.mu+vt7na <. • to6A0n4 61.08 140 Crv.e.4+wam OR•Fawn 4•rrcv.r s-'fit 156,828.43 im Gmw Amount Ou+tn 6Nb -'` > 154.061.43 r � fi C. RYYV'a.aa2W,.aiO iW ATWnq P•Mt B/Orin B•M6M 6p/ro.,51 - -<' < SW R•ductbMtwAmawROwt_SWn .. '. 24i GpeiRUHm•Rmmry 10000.00 'JOt ExnA wAloW(e•.h•6ucYOni) 10000.00 IIII 202 Pnni{+r•rn9tRl dnwripn(N 702 5!minwn djiy.tb•iWr/A!N t4W1 1,848.00 z0a't=,aa�atl:rds)+ :+wparsm -;; "::,. sa:.6a�ngiondtwwtrdt+um' " 204.. So+.e,yatdmnew.2.0•tmrr,:: ;�:'- :.n: , 503'Peya 09AMa muva"1m�, x05 306 , 20➢. ....... . . 5m Setttemerd dh'arQe6 from Addendum:. :.. 6,866.20 . eA!(w•rronM RYfr•rR+vWM h'•aar :.. _':.:. ':. �: ..�''"_ _ A?AtAOhMI•AY RMn uWMGY 4•IYr .. ,.. 2t0'4tfslmxn uaSA FIYLI3':.- .- ....:S6 ixf1rn3'-::'' � '� 316 CFIyeUSN'teln tlaf3 ''::,. ie l2rtTt43 . 211'Cau5ylpM. ,. f 911-COVAIy i•xn `i iy '� ::,i; .. 212 A•te®nwnA Ste AmeAitr•rit[: .. ._ Zli semnmernn3.; 213_'.': 210 417 r < 317 .- 54 2, . .:- '... -. 2x0-Tula P•N9r/Fo.BeRPiwr . .j:"';_'- 10,000,00 310.TRbIA•4uCbn•ro A9it Dui 3.Ow "i " 18,412.20 ' -�"LSiit10'J l56nl1 . 3W Qt i,At Swe.m•te F,a T*5a .. 900 C• m3.16.m fWrom$0. - . ... 501 c3onamadxtr.s teen 5onww{tr,•t2D4-; ._ 156,828.43 601 c .inwmtos ltv,,( +.42ot. - .: 164,061.43 502 Le..anmtms Pod Ewfm bt m I"On.220) 10,000.00 iW2 Lv.riOUlimsNiemPnt OUe•elNf('tun aM:520). 18,41230 .NS C.N Im Prom-t )TO"iw - 146,828.43 W3 e•mt,)from Ix)To 10 j;: 135,638.23 tnttN. Ppa 1 d i troOal. 7 ,t SETTtfW.ENTr.HARGES 730 Total 3aksl8rnhees Came.band on Wks: 15A.M.00 0.00 P.k Fmn Pole From :m p'vbnn a Caranxala9(["e 7XI faeovs'. WA Sons . S.Ik1. 001 fo Puncher Fund.H- 'Of 700 b B.Wem.m Swtl.m.m . 702 70J'fa,vatsam POW*($.,ean.r,t - ''. ? ; 700 701:. .. : :.. . eoo Hems Payable in Connection With Loan: ' —° B00 (rotols"Amt 0.001 . TauleMipaa,tins aOt OVeoan 000: 000 501 C Won.0enlse It IOan GFE N11 0.00 301 8(77 YNrged r,CnryelDOlnbl rr Tefpelle lnlntlrNlincaen - : It .Ikon GFE X2I'.'::: 0.00 802 303 TORadIY%e 9n0me19n me+gm � :..Ilnxe GFEAr.',..: Sm 9111 AppnewlfN to '. . .. •.•, - (mxe GFE 113( . - MI aos area rmodm from GFE Nat _ .. 305 we tax seMCe W ... hin WE 03) we 30T Flood cwtt=o ro ._, tOam GFE a31'3p i.E 507 gob Hems Required By Lender To Be Paid in Advance: _ ydo 501 eatlkits.:mly..: 27-0x•17 to � X0.00000 (tram GFEald) got 902 %brIl"a aerPl3Ce Pnitlum lb. hard.10 OIm,GFE N3( 902 90:7 .l.e ee.r,dlfaxMek 7:rireb ., ..: 900 tam Reserves Oeposhed With Lender '. .'. tmi lnlesllryoetfdryolr enoov eraue y (aam cFE e91' 0,00 1001 tom HOrteeeneYa lnsoma mw.�: . :.pr rsx t 1002 tOm'ManWO!inoMd'.:� mare, ...DrmanQ 1000 1001 Propwtr lose prmene 1001 .. .. ....,..:. -... . 10075r11ooltex.e . pr more v loos t00e mm. A ' .'.OrmanR loos 1007 AgpajjreAdlllWndrit 1007 1ioo Tltle dharges ,tO1 McSrtwpe.rMlnMrYf4sutlxaeo !v. :..:• . .:.>:.IhMGFEa4I';'; .. 1101 1100 "FREYa nIEY:.: f _.. ..' - .. 1102 1103 Clonene da.wure0o 8. 1,170.00,(min GFEN1} 1,170.00 1100 110s.undrsawklurnn.: - - 8: `. . .. ..:... .. .. .. nor -.:�; nee not AWs pwm ofwtil C4 lnaautoprrMse,- "::. . .. ,...i. f 994.60' °. _ 1.:. 1107 1100 tkMer.ntrs ordm at fpW tleexilr.ew premium - 8'- 178.60. , 110 imo.Oovemmem RecoMing and Transfer Charger ?. 1200 1201'GPammwa Recording Orville,, ' :il ,!: 'i% _..'::i ?. 1201 1100 Qeae'J '' 88700 tapr" ;'f +.' Relseae,. .'�;i ". 67.00 1202 _ .. 120.5 iraMrikae .: .. ., 1203 1204 OrWo".1161 040.ii,841ioa-. b p.p.. s 1,540.00 1204 1204 9lrerwJSdnps - : Oeed.11,640.00 'r is o!mro•--8 <` .. ''. 1,540.00 ,205 1200 13m A"tional:Satmirmerd Charges:is - 1300 13ot ReyWiC salaer are yir cen am 0 '. - � (frorri'GFE 861 '. . 1301 ISm Pbllm..plm q � 1302 1300 QmM?pee OUfthin 69rtovr/Sel11r ':::. .... ,• + 1300 ,301 TAX CERTIFICATION FEE TO MARY A-MURRAY,TAX COLLECTOR .: 6.00 132 laor ATTORNEY FEES TOMARTSONLAWOFFICES - '' i 14CO Total Settlement Charges(enter on1snes 103.Section J • 502.Section K) 2,777.00 1,668.00 i.m I direct and authorize FREY 6 TILEY to crake distributions indicated form account on the attached HUD-1 Settlement Statement.approving the tax prorations indicated therein,and understand that prorations mere based on figures for the preceding year,or esMrotes for the anent year,and in the event of any change for the current year,all necessary ad(ustments must be made between Seller and Borrower direct;likewise any DEFICIT in delinquent taxes will be reimbursed to FREY d TILEY by Seller. I have ca refully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and disbursements made on rty account or by rrw in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. JOHN F, AMY,III M T US CO., EXE UTOR OFTHE 1 r/�'C�Z �/ DIANE B.STAMY ESTATE OF EVELYN T. BRENNEMAN To the best of my knowledge,the HUD-1 Settlement State t which I have prepared Is a We and accurate account of the funds which were received and have been or will be di bu d by the he undersigned as part of the settlement of this transaction. Cemmber 27,2013 FRErY&TILEY, Settlement Agent Page2o14 Date rtuo-t ADDENDUM Additional Settlement Charges to Borrower: Additional Settlement Charges to Seller: SURVEY COSTS TO BREHM•LEBO ENGINEERING,INC. 6866.20 Total to line 105 0 Total to Line 509 6866.2 INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS THIS HUD SETTLEMENT STATEMENT CONTAINS IMPORTANT TAX INFORMATION(BOXES E,G.H,I,M AND LINE 401)AND IS BEING FURNISHED TO THE INTERNAL REVENUE SERVICE. IF YOU ARE REQUIRED TO FILE A RETURN.A NEGLIGENCE PENALTY OR OTHER SANCTION WILL BE IMPOSED ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT IT HAS NOT BEEN REPORTED. TAX PRO-RATION ADDENDUM Oab Df Pro8e0om 9onornr 9allar SCHOOL REAL ESTATE TAX - DacamMr 2T,2013 yore JuH 1.2013 :D June W.2014 ' w Real EVads Tax.Face !102.34 POD S mi Reel Estate Tax-Pe Day W23175 CLEAN AND GREEN ASSESSMENT $13.000.00 COUNTY d MUNICIPAL TAX barn January 1,2013 tD DecemDS 31.201] CD 3%n¢.R41 Eswe Tax.Face 3204. PO C. Co 6 Munc.Reel Eta Tea-Per Day 0 09 .. ... .. - Su 9eRIM11eM ShM Litre ...... vea 10!340!,1106410, Srliod taxes P O.C.a ma zto SeOer x 2108510,VA 514, SO w maes P O.C.ar merge0 tD 9orraxer arq 1303 1., Co SMunc.P 0 C ar mm9wt0 Sete,- x Reauhe of thie AECanEVa. CD.d%,,c P DO Dr C+argad t03DRaeer Pa9e 3 of 4 Campatiti 3t3]tct:'Gi}t4tlFadfi,EsHmSte{taFEj ijtf HUfltCl�igBl,. `..x k,� .x ' ' ,tAgod,FalgcEsW»aok, T<;,: Htl3Yt,:y„y� ' Charges'that.Canrwt increase_i HUO R Une Number r r y Our`;orlgmaffon' 0.00 Your credA oicherge(polnbs)tarkhe sPecrtc lnlnrest ra ta•c}wsa'aeoz.s. ..,.. �' 0.00 Your adJuitad engfaetlon charge,; s t sao7 0.00 Transfer taXSS :.:: '... i,.`, atmf., < x ..:. ,. 1540.00 CEe%gelF ltteY fra.i4tal,Caiteuftuldleaeie Mbt,kTtlttrt lBX,,;<;Fr l...X.'t,e',. .a':'r:".,..:-”` ^'°..:a..<.: Oodd,Cahh,Estk�bi,..,i:,.r'F In10.,1'.:,,�,;<' Garrammatrt;recardAtg:char :;?a5112`:>iiiiiiiPIfiiiitEi"ii?;a:i:aiSi�SFi>ici::�[:�::[_>? 67,00 Appraisal,Fes , aaoa r :Ctadit Af4port Tait SeMda Fes: J. e ! 0.00 67.00 67M ACKM ;CL1AfgRK., a[Gai Changsfrr.._>r� ''rir>,.r 4a,� -uuE'.,«/✓r."r�'.,�''✓. '✓Y �.e .fr Sr*!,i��'i4 ,Caa4>�tgr;$dta,�H, -j:, NU0.y', er indial depwit rcryd,x aacowsaaunt � : fs i " stoar ! '.:. c ' < sx . f}a{i+ltmaib3t.tltattjab - a ' aiQts-_' r ...g;ACaoba tday. 5 - , tidnieownef`smadranga'- s sem ' TRte�Servk'baandLandors7ldebta 3' anoc - - y Loan Terms, `r.YOii inttW 4Qa++aiaeunt years "Your lnrtlaimoiwayam4um owed foi pdnellpal'Itaareab a,a induces arty n,ortW W tmursnra k - X Principal z. ! '.fff car✓tr t X interest. , Marto age Insurance l tr 3 3 Cm your I"as raes Ms.drat K No Yea.R an rise to s maximum of %. The first change will be ' r on and can change again every after ry < ` '' ✓ r< <'' Every change date,your interest rate can increase or decease by_%. Over the life of the loan,your interest rate is guaranteed to never be ...:: >31 -.::..... .....r. ,.. .::.: lower than °.6 athigher then %. No Yes,R can rise to a maximum of S Eren:iryw make yEynfemf aettma;em yoW npnCiy No Yes,the first increase an be on and the monttsty amount ;'�amaiMOnad Tdi.itnc inArest;'afld me fiiauranea real owed an rise —to 20 ✓ - + : The maximum R an over rise to is S ty tloee' fpm aiw i neat" No Yes,your rroximum prepayrrent penalty is S tSaesyeer loan kera:a aadaen pejiixfnt --.;;= - No _Yes,you have a balloon pahmerd of S due in 3 ears on rp iom_'monthy amour,tdvwd hKludirig escrowaecoimt paymares r: ; You do not have a nanthly escrow payment for Reins,such as property .f taxes and homeowner's insurance. You must pay these Reno directly yourself. s .� 3 You have an addift4nal monthly escrow payment of 5Ol00 _.>; that results inatotal initiatrromh N m a, unt awed of This includes < . principal,interest,any mo rt a e Insurance an d any Reno chocked below Property taxes Horneownaes insurance Rood Insurance Note: t R you have any quostions about the Senlerrent Charges and loan.Terms listed on this form,please contact you lender.. , 4 a • r Nlre,m. H4a, { Estate Valuation Gate of Death: 05/23/2013 Estate of: Evelyn Brenneman Valuation Date: 05/23/2013 Account: 7553.1 Agr of Trust of Evelyn Brenneman Processing Date: 12/27/2013 Report Type: Date of Death rumbet of Securities: 4 File ID: 7553.1.brenneman.rrelyn.trust Shares Security Mean and/or Div and Int Security or Par Description Righ/Ask Law/Bid Adjustments Accruals 'value i 1 31 17805.227 BLACKROCK MULTI ST MUN SER TR (09253A680) . PA MUM BD INST Mutual Fund (as quoted by NASDAQ) 05/23/2013 11.65000 Mkt 11.650000 207,430.89 Daily Div. Accrual as of 05/23/2013 527,69 4) 1899.961 VANGUARD HUN BD FD INC (922907100) SHORT TRM PORT Mutual Fund (as quoted by NASDAQ) 05/23/2013 15.90000 Mkt 15.900000 30,209.38 Daily Div. Accrual as of 05/23/2013 _ 17.65 Total Value: $237,640.27 Total Accrual: $545.34 Total: $238,185.61 Page 1 This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions, please contact EVP Systems at (8181 313-6300 or www.evpsys.com. (Revision 7.3.1) ^N N U^ d M r O V ZO pE 6 U- > \J ^O O O U\ M Z U \ J J O Q W b Z2 27 6 W O N- 6N 6 Y O C S M O U S if -N C< dU - Y V O aD^ oM U Q_ 9 Os Q_ U_N W N U - U U OF W JY J10 xF Q > CIIV^ UN Z O• W GY[ WII Ems ^ W < W II Z = J 6 II S S W W S W d > II W W Z Z Md ZIiXO XO O W U\ O II 6 Y Q V U ¢ oV) SIIF - HM < r O¢ I- IIZ� ZO. Q a l l O O N _ >S ZIIHY F-O > Q F-tA WIIU • U > Q W W II ZOD Z^ N 1, U X I1 If 2 J Z �< 3 is M8TInvestment Group -----Original Message----- From: Mercer, Valarie On Behalf Of DATE OF DEATH REQUESTS Sent: Wednesday,July 03, 2013 11:53 AM To: Kerstetter, Connie Subject: RE:prod - Date of Death Request Per your request, please find the Date of Death Values I Account Number Balance Accrued Interest Total i. 1246224 21297.34 .16 21297.50 1 Let me know if there's anything else you need Valarie Mercer M&T Bank-MB 50 Adjustment Services 499 Mitchell Rd Mail Code: DE-MB-50 Millsboro,DE 19966 (P) 302-934.2205 (F) 302-934-2610 Email:vmercer@mtb.com -----Original Message----- From: Kerstetter, Connie Sent: Friday,June 28,2013 9:23 AM To: DATE OF DEATH REQUESTS Cc: Kerstetter, Connie Subject: prod -Date of Death Request Account Information Date of death: 05/23/2013 Account Number: 1246224 Product Type: Deposit Account 1 F-FILES,CI.7551 W,n. ,7551.1 W.WILL ZOO 75551"t. LAST WILL AND TESTAMENT 1, EVELYN T. BRENNEMAN, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes(whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate under Schedule B,2 of a certain intervivos Agreement of Trust heretofore created by me,as from time to time amended and restated,of which Manufacturers&Traders Trust Company is Trustee, as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I bequeath such items of my tangible personal property as are specifically itemized in a list, if any, signed and dated by me at the end thereof, to the persons thereupon named to receive such items. 3. I devise and bequeath all the rest,residue and remainder of my estate unto MANUFACTURERS &TRADERS TRUST COMPANY, a New York banking corporation, or its successor(s),of Carlisle, Pennsylvania, to be added to and thereafter treated as a part of that certain inter vivos trust heretofore created by me on October 14, 1993, as from time to time amended and restated, of which MANUFACTURERS &TRADERS TRUST COMPANY is Trustee, to have and to hold, in trust, for the uses and purposes and subject to the terms and provisions thereof or any other inter vivos trust which may be hereafter substituted therefor. 4. 1 nominate, constitute and appoint MANUFACTURERS & TRADERS TRUST COMPANY, a New York banking corporation,or its successor(s),ofCarlisle,Pennsylvania,as Executor ofmy estate. 6�J, E.T.B. Page t of Pages 5. I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 6. I authorize and empower my Executor and Trustee, or its successors, in its sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate;to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same;to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share;to employ agents, attorneys and proxies and to delegate to them such power as my Executor and Trustee, or its successors, consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executor, or its successors, shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this a3 rd- day of Jd"4_4w 12009. Evelyn . Brenn SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request,have hereunto s bsccrribed our names as witnesses thereto,in the presence o e said Testat ' �n�d9offeach other. °�C(l��a Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We,Evelyn T.Brenneman,No V.Otto III,and Q fit the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix 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 Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. zti�cy g�` Q-z-zr7a �a7d�c- E elyn Y. Br nnem , Testatrix Witness Witness Subscribed, sworn to and acknowledged before me by Evelyn T. Brenneman, the Testatrix, and subscribed and swV to before me by No V.Otto III and Vl�r,'4- 4- Q 7yy the witnesses, this day of Fair- ¢ 2009. N6-ta-ryPublic ` COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL Corrine L.Myers,Not Public Carlisle Borough,Cumberland County My commission ex ires May 27,2011 Page 3 of 3 Pages 1 1 FwLEscsAwvsne..vsn.ivsnA.w.r,on.son Nov I AMENDED AND,RESTATED AGREEMENT OF TRUST AMENDED, AND RESTATED AGREEMENT OF TRUST made and entered into this i day of \Yt`JtnfV. 2012,by andbetween EVELYN T.BRENNEMAN, of South Middleton Township, Cumberland County, Pennsylvania (hereinafter referred to as -Settlor,), and MANUFACTURERS &TRADERS TRUST COMPANY, a Now York banking corporation,or its successor(s),of Carlisle,Pennsylvania(hereinafter referred to as"Trustee"). Intending to be legally bound hereby,the parties hereto do hereby agree as.follows: ARTICLE I Settlor has previously transferred to Trustee (formerly town as FINANCIAL TRUST SERVICES COMPANY), under Amended and Restated greement of Trust dated September 20, 1996,in trust,for the purposes hereina r et o in property as the same is presently held by the Trustee,which property shall a cc I ofthe rust,along with such other property as from time to time may be transfe by to Trustee. . 1 The Trustee shall collect the into ftnm the. st Estate and shall pay all proper charges and expenses. The net income a rust er payment of all such charges and expenses shall be held, administered an ' vested b e Trustee, to be distributed, together with the net incomeandsuchaccumulatedinco rpus,as provided in Schedule°B"hereto and made part hereof. Upon the death of Settlor, the corpus and accrued income,if any, shall be distributed as further provided in Schedule`B,"attached hereto signed and dated and as from time to time revised and made part hereof. All dividends payable in shares of stock in the corporations declaring the dividends shall be treated as principal without regard to the number of shares payable. ARTICLE III During the lifetime of Settlor,this Trust may be revoked by the said Settlor by giving five (5)days written notice to the Trustee hereunder,and in such case,all property whether principal or accrued income or any combination of the foregoing being held in the Trust shall be distributed to Settlor. Further,during the lifetime of Settlor,this Trust may be altered or amended by amendment of this Trust Agreement signed by both Settlor and Trustee. 1 I i ARTICLE 1V No part of the income or principal ofthe property held under this Trust or trusts subsequently created hereunder shall be subject to attachment,levy or seizure by any creditor,spouse,assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual receipt thereof The Trustee shall pay over the net income and the principal of the parties herein designated,as their interests may appear,without regard to any attempted anticipation,pledging or assignment by any beneficiary of these trusts,and without regard to any claim thereto or attempted levy,attachment, seizure or other process against said beneficiary. ARTICLE V In addition to the powers conferred by case law,by statute d by other provisions hereof, the Trustee and successor Trustees,shall have the following discr ovary powers applicable to all property held which powers shall be effective without orde urt and shall exist until final distribution: A. To retain any property of any nature for whatever period the Trustee shall deem advisable; B. To invest and reinvest all o part of id property in such stocks,bonds,common trust funds,securities,accounts, r tea including,but not limited to,stocks,bonds, common trust funds,securities, tints or 'ficates ofdeposit of the Trustec)or other property, real or personal,as in their discrete 11 deem proper,without regard to statutes limiting the property which a fiduciary may purchase; C. To sell,transfer,exchange or otherwise dispose of,any part ofsaid property,for cash or on terms,pubiiclyor privately,or to lease,even for a term exceeding five(5)years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds,and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; D. To execute and deliver any deeds,leases,assignments or other instruments as may be necessary to carry out the provisions of the Trust; E. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; -2- F. To assume continuance ofthe status ofanybeneficiary with regard to death,marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; G. To pay from the corpus of the Trust,or the income therefrom,all debts,claims,taxes or similar charges; H. To make any distribution hereunder either in kind or in money,or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and the Trustee, in his absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; 1. To exercise any subscription right in connection wit ysecurity held hereunder,to consent to or participate in any recapitalization, reorganiz olidation or merger of any corporation, company or association, the securities hr maybe d hereunder, to delegate authority with respect thereto, to deposit investmen agreements, to pay assessments, and generally to exercise all rights of investors-. J. To invest in endowment,i rance or uity policies on the lives of beneficiaries of the Trust hereunder; K. To continue in joi nt venture,joint ownership or other business enterprise of which Settlor is a of his death; L. To compromise claims; A To continue for whatever period of time as the Trustee shall deem necessary any ownership as a tenant in common or as a partner,in real estate or other property and to act as Settlor could have acted while living; N. To employ agents,attorneys and proxies and to delegate to them such power as my personal representatives and Trustees consider desirable and to pay reasonable compensation for such services as may be rendered by such agents,attorneys and proxies; O. To do all other acts in the judgment of the Trustee necessary or desirable for the proper management,investment and distribution of Settlor's Estate. -3- ARTICLE VI This Trust shall be administered and interpreted in accordance with the laws of the I Commonwealth of Pennsylvania IN WITNESS WHEREOF, Settlor and Trustee have hereunto set their hands and seals the day and year aforesaid. Witness: SEETTLOR: S1T•rs - Lr1 G�4f sL) T/grennemaA .Bre Attest: MANUFACTURERS&TRADERS TRUST CO ANY,TRUSTEE: SSo� By. , 4 COMMONWEALTH OF PENNSYLVA l ) COUNTY OF CUMBERLAND On this, the :5+ day o @(- 2012,before me, the undersigned officer,personally appeared Evelyn re eman,known to me to be the person whose name is subscribed to the within instrument,and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF,I hereunto set my hand and notarial seal. _ Q l. COMMONWEALTH OF PEPINSYWANtA , Notary Public Notahal seal Mellm A.Sdwlly,Notary Pub"' South MINIMA 1W0•,Cumberland 01MY My Cammlsslon of ha Ten.19,2014 Member.Penns*snla Asaodadan of Nbtade9 _Q. COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) Onthis,the 3ri"- dayof lWVay teAo-r 2012,before me,the undersigned officer,personally appeared James A.Smiley,who acknowledged that he is Assistant Vice President, Wealth Advisory Services,of MANUFACTURERS&TRADERS TRUST COMPANY,and that he, as such officer being authorized so to do,executed the foregoing instrument for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal the day and year aforesaid. Qa , ^ ► ` �•� / _ Notary Publi ,. coo I N TM OF NMVAMA alanal Seal ery J. n,nobvy Public cembenawcoulr - elanppaearuly28 2016 11 a FR WANfA ASSMUTfONOFNdQRIES y SCHEDULE-137 1. During the lifetime of Settlor,the net income of the Trust,if any,shall be paid to or for the benefit of Settlor in at least quarterly installments,and the principal of the Trust,if any,or any portion of the principal,shall be paid as Settlor,or someone acting legally on Settlor's behalf, may demand. Even though Settlor is not adjudicated incompetent, if Settlor is under a legal disability or because of mental or physical disability is,in the opinion of the Trustee hereunder, unable to make reasoned demands for amounts from the principal,the Trustee hereunder shall pay for Settlor's benefit such amount from the principal as may be necessary to maintain for Settlor a standard of living approximately equal to that maintained by Sett during Settlor's lifetime,and to meet Settlor's expense arising from ill health or invalidi m -1., 2. Upon the death of Settlor,the remaini . al and ,istributed income,if any, shall be distributed as follows: a. Twenty-five Thous d o 000.00) unto OTTERBEIN UNITED METHODIST CHURCH,Forge R d,Carlisl on Middleton Township,Pennsylvania; b. All the res du d der of such principal and undistributed income,if any,shall be ided intove(5)shares,and shall be distributed as follows: (1) On shar CLAREMONT NURSING&REHABILITATION CENTER,Carlisle,Pennsylvania. (2) One (1) share to CUMBERLAND COUNTY HISTORICAL SOCIETY,North Pitt Street,Carlisle,Pennsylvania,for the purpose of developing, maintaining, publishing and continuing its efforts as related to the history of the Village of Boiling Springs and surrounding are5. (3) One(1)share to UNITED WAY ENDOWMENT FUND of Carlisle, Pennsylvania. The income from this bequest shall be applied for the purpose of benefitting neglected children in the Village of Boiling Springs, the Borough of Carlisle,and areas adjacent thereto. (4) One (1) share to CARLISLE AREA HEALTH & WELLNESS FOUNDATION, Parker Street, Carlisle, Pennsylvania, for its general charitable -6- purposes in memory of my late husband, Earl L. Brenneman, who served on the Board of Trustees of Carlisle Hospital. (5) One(1)share shall be divided equally among the persons listed herein who shall be living at the time of my death. In the event any of said persons shall predecease me, then his or her share shall lapse and it shall be divided among the survivors. The persons to share equally are as follows: (a) CAROLYN R. STARRY; (b) GERALDINE E.BELL; (c) BETTY L.KISSINGER; (d) DONALD E.BASEHORE; . (e) ELEANOR WEBER; F (f) ESTHER GIVLER; (g) IRENE GIAN a T ; d (h) ALICE R.HO s Schedule B executed this da {` 2012. Witness; net t� vel .Brennemaf ' Settlor -7- AGREEMENT OF TRUST AGREEMENT OFiTRUST made and entered into this day of&c� by and between EARL L. BRENNEMAN, of South Middleton Township, Cumberland County, Pennsylvania (hereinafter referred to as "Settlor"), and FARMERS TRUST COMPANY of Carlisle, Pennsylvania (hereinafter referred to as "Trustee"). Intending to be legally bound hereby; the parties hereto do hereby agree as follows: ARTICLE I Settlor hereby transfers to Trustee, intrust, for the p rposes hereinafter set forth, the property as set forth.in Schedule ."A" attached hereto and de part hereof and such other property as from time to time transferred by Settlor t s A The Trustee shall collect the income 4 th rust Estate and shall pay all proper charges and expenses. The net income o 4, T s - to after payment of all such charges and expenses shall be held, administered inv th rustee, to be distributed, together with the net income and such accum ed me an rpus, as provided in Schedule "B" hereto and made part hereof. Upon a death o r, the corpus and accrued income, if any, shall be distributed as further prov in Sch ule"B", attached hereto signed and dated and as from time to time revised and made reof. All dividends payable in shares of stock in the corporations declaring the dividends shall be treated as principal without regard to the number of shares payable. ARTICLE III During the lifetime of Settlor, this Trust may be revoked by the said Settlor by giving five (5) days written notice to"the Trustee hereunder, and in such case, all property whether principal or accrued income or any combination of the foregoing being held in the Trust shall be distributed to Settlor. Further; during the lifetime of Settlor, this Trust may be altered or .amended by amendment of this,Trust Agreement signed by both Settlor and Trustee. ARTICLE IV No part of the income or principal of the property held under this Trust or trusts subsequently created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual receipt thereof. The Trustee shall pay over the net income and the principal of the parties herein designated, as their interests may appear,without regard to any,attempted anticipation,pledging or assignment by any beneficiary of these trusts, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ARTICLE V In addition to the powers conferred by case law, by statute, and by other provisions hereof, the Trustee and successor Trustees, shall have the following discretionary powers applicable to all property held which powers shall be effective without order of any court and shall exist until final distribution: (a) To retain any property of any nature ed r whatever period the Trustee shall deem advisable; (b) To invest and reinvest all or art o d pro perty in such stocks, bonds, securities or other property, real or person t stee shall deem proper, without regard to statutes limiting the property which rduci a mWe; (c) To sell, transfer,exchan or oche dispose of,any part of said property, for . cash or on terms, publicly or at y, o i , even for a terra exceeding five(5) years or the duration of any trust,he , with liability on the purchasers or lessees to sw to the application of the proceeds, an options for these purchases without the obligation to repudiate them in favor of a higher offer; (d) To execute and deliver any deeds,leases, assignments or other instruments as may be necessary to cant' out the provisions of the Trust; (c) To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security;., (f) To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; (g) To pay from the corpus of the Trust, or the income therefrom, all debts, claims, taxes or similar charges; (h) To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shaft be made at the market,value of the property distributed, and the Trustee, in his absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; (i) To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; (j) To invest in endowment, insurance or annuity p, cies on the fives of beneficiaries of the Trust hereunder; (k). To continue in any partnership, join ture, jo ownership or other business enterprise of which Settlor is a part at the tim d th; (1) To compromise claims; (m) To continue for whateve eriod the Trustee shall deem necessary any ownership as a tenant in common or a partner, real estate or other.property and to act as Settlor could have acted whit m (n) To do all othe s in th dgment of the Trustee necessary or desirable for the proper management, investme n nbution of Settlor's Estate. ARTICLE VI This Trust shall be administered and interpreted in accordance with the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, Settlor and Trustee have hereunto set their hands and seals the day and year aforesaid. Witness: SET'MOOR:: C�� �— �cu�l/ OL•/:�.C.WYt.¢rLKLrf (sEAL) Earl.L: Brenneman Attest uJ 5 ,.,_ FARMERS TRUST COMPANY, TRUSTEE: 1� COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) On this, the)Aay of 00446.1 1945 before me, the undersigned officer, personally appeared EARL L. BRENNE.MAN, known to me to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and notarial seat. Notary Pul c Nota W seal Ire L.Myete,.NataryRd�fa S m. arq CourMAyy My comftswn EON:t ay22.%1 5. �rvcrrbsr�ASbaoado�s. Na<a$as COMMONWEALTH OF PENNSYL A SS. COUNTY OF CUMBERL On this, the f i of I before sne, the undersigned officer, personally appeared 7 F. B who acknowledged that she is the Senior Vice President and Trust Officer of TRUST COMPANY, and that she as such officer being authorized so to do, executed the foregoing instrument for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal the day and year aforesaid. w , e9f Notary Public MeriGiCeCr am oF'n'retnu as8yNf voetnaeid a a lseal'r..ConWI(Amnis-'m Expva May2 ,.. ,2of 'n 5 SCUMME "A" SCHEDULE "B" 1. During the lifetime of Settlor, the net income of the Trust, if any,.shall be paid to or for the benefit of Settlor in at least quarterly installments, and the principal of the Trust, if any, or any portion of the principal, shall be paid as Settlor, or someone acting legally on Settlor's behalf, may demand. Even though Settlor is not adjudicated incompetent, if Settlor is under a legal disability or-because of mental or physical disability is, in the opinion of the Trustee hereunder, unable to make reasoned.demands for amounts from the principal, the Trustee hereunder shall pay for Settlor's benefit such am from the principal as may be necessary.to maintain for Settlor a standard of living.appro ely equal to that maintained by Settlor during Settlor's lifetime, and to meet Settlor' arising from ill health or invalidism. 2. Upon the death of Settlor, the p d undistributed income, if any, shall be distributed as follows: (a) If Settlor's spouse sure Settlor b hirty(30)days,the Trustee shall divide the Trust (including any assets . u S r's. Will) into two portions known as the "Marital Fund" and the "C Trust". (1) The Mari nd, ch shall not be reduced by any taxes by reason of Settlor's death, shall be t a fractional proportion of Settlor's estate determined as follows: the numerator of such fractional proportion shall be the smallest amount which, if allowed as a marital deduction, would result in the least possible Federal Estate Tax being paid as a result of Settlor's death, after allowing for the unified credit against Federal Estate Tax and all available credits and deductions claimed. The numerator shall . be reduced by the value of any property which passes to Settlor's spouse which qualifies for the marital deduction and shall further be reduced by that amount, if any, which, when added to the Settlor's taxable estate, will result in Federal Estate Tax no larger than the credit.for State Death Taxes allowed in Settlor's estate without increasing any State Death Taxes payable as a result of Settlor's death. The denominator of this fraction shall be the value of the entirety of Settlor's estate. Values assigned to the property for the purposes of tis computation shall be those values finally determined for Federal Estate Tax purposes. (2) The Marital Fund shall be distributed outright to Settloes spouse, as soon as practicable after Settlor's death. (3) The Credit Trust shalt be held and managed by the Trustee in accordance with Item 2(b) of this Schedule. (4) The Trustee shall have the power to distribute assets in cash or in kind to the Marital Fund or to the Credit Trust and to select specific property to be distributed to the Marital Fund or the Credit Trust without re to income tax basis of such property. In making these allocations, the Trust sh se the value of the assets as of the date or dates of distribution so that ea stribu proportionally in the appreciation or depreciation of assets be n th to of Settlor's death and the date of or dates for distribution. No all " ' n shall made to the Marital Fund which are not qualified for the 'tal d tt To the extent that other assets would qualify for the marital dedue *0 availa ,there shall not be allocated to the Marital Fund any assets with ow ' state tax credit for taxes paid is allowable or . United States Treas rids tha eligible for redemption at par value in payment of the Federal Estate Tax.' uting the marital deduction, all generation skipping transfer orders for which Settler is the "deemed transferor" shall be disregarded. (b) -_ The Trustee sball hold the assets received into the Credit Trust for the following purposes: (1) To pay the net income, at least quarterly, to Settlor's spouse, for life. In addition, the Trustee may invade the principal of the Trust to provide for the proper and adequate support of Settlor's spouse: (2) The Trustee shall pay to Settlor's 'spouse, annually, such sum from the principal of the Trust as Settioes spouse may request in.writing, provided, however, that said sum may not exceed the greater of$5,000.00".or S•% of the aggregate value at the time of said request of the principal of the Credit Trust. (3) Upon the death of Settloes spouse, the Trustee shall hold and distribute the principal of the Trust in the following manner: (aa) I give the sum of Fifty Thousand Dollars($50,000.00)to HARRY WFIISTLER JR., however,in the event my spouse shall have made provision for a similar gift at her death, then I direct that he shall not receive more than said Fifty Thousand Dollars ($50,000.00) as a combined bequest. (bb) All the rest, residue and remainder of the principal of the Trust I direct shall be divided into twelve(12)equal snares, which I give and devise as follows: (i) One (1) share to GEORGE W. BASEHORE; (ii) One (1) share to CAROLYN R TARRY; (iii) One (1) share to G BEIL; (iv) One (1) share to B RB; (v) One (1) share to EISSINGER; (vi) One (1) s E. BASEHORE• (vii) One (1) to R WEBER; (viii) One (1) are s divided equally among the widow and non o Basehore, to wit: DONNA BASEBORB, Y ASEHORE and BRENDA BASERORE; (ix) to ESTHER GIVLER; (x) One (1) share to my Trustee, in trust, for GLADYS GIVLER, who shall be entitled to receive the income on said share for her lifetime and on her death the principal thereof shall be.paid to ESTHER GIVLER; (xi) One (1) share to IRENE GIANFORTI; and (xii) One(1) share to ALICE R. HOOVER. Schedule B executed this day of - 1900, W n��ICY.-� Ears L. Brenneman Senior