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Home My WebLink About06-27-14 (2) � 1505610140 REV-1500 EX (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 4 0 2 4 5 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 3 1 1 2 � 1 4 1 0 2 8 1 9 3 0 DecedenYs Last Name Suffix Decedent's First Name MI S C H U M A C H E R V I R G I N I A M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Su�x 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 a 1. Original Return � 2.Supplemental Return � 3. Remainder Return(Date of Death Prior to 12-13-82) � 4. Limited Estate � 4a.Future interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust � 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 � 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 T0: Name Daytime Telephone Number G E R A L D J S H E K L E T S K I E S Q 7 ]+ 7 7 �+ ? � 3 5 � � ,--� � _�EQSTER OF IA�ILLS US�� _! J Z -:" � ra First Line of Address N �_ ��"� ..._. -J . �:� 4 1 4 B R I D G E S T . � - . . '� `LL' �3 Second Line of Address 4�' �� `'' � ''� �� 4..,� ,:.., _.�� ;:_ G'> •d�� i..._ �J ... P • 0 • B 0 X E : � rv ;-- r''' City or Post Office State ZIP Code '"C DATE�F ED C,7 0 GJ N E W C U M B E RL A N D P A 1 7 � 7 0 �orrespondenrs e-mai�address: G S H E K L E T S K I a�S T 0 N E L A W• N E T 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.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE -�',i� � �. �. L--a s-�y ADDRESS THOMAS • SCHUMACHER 2402 R�E CIRCLE MECHANICSBUIRG PA 17055 SIGNATU EPA OT AN T E DATE (��1.s" /`� RESS GERALD J • SHEKLETSKI ESQ 414 BRIDGE STNEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 � � 150561D240 REV-1500 EX(FI) Decedent's Social Security Number �ecede�t'sName: VIRGINIA M • SCHUMACHER RECAPITULATION 1 9 3 7 0 9 . 0 0 1. Real Estate(Schedule A) �• . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z• 1 0 0 5 6 . 7 5 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. • 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 1 3 1 8 1 7 1 . 6 6 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous N -Probate Property 8 8 2 6 2 5 . � � (Schedule G) � Separate Billing Requested . . . . . . . 7. 8. Total Gross Assets total Lines 1 throu h 7 g, 2 4 0 4 5 6 2 , 4 1 ( 9 ) . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9� 4 1 2 1 6 . � � 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. • ��, Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 4 1 2 1 6 . 0 0 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12• 2 3 6 3 3 4 6 . 4 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13• • 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 2 3 6 3 3 4 6 . 4 1 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _ � . � � 15. � . 0 � 16. Amount of Line 14 taxable at�inea�rate x.045 2 3 6 3 3 4 6 . 4 1 �g. 1 0 6 3 5 0 . 5 9 17. Amount of Line 14 taxable at sibling rate X.12 � . 0 � 17. � • � � 18. Amount of Line 14 taxable at collateral rate X.15 � • � � �g. � • � � 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 0 6 3 5 0 . 5 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT OX Side 2 � 1505610240 150561024� � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 2], 14 0 2 4 5 DECEDENT'S NAME VIRGINIA M • SCHUMACHER STREET ADDRESS 3814 CONESTOGA ROAD CITY STATE ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 10 6,3 5 0 • 5 9 2. CreditslPayments 10 0,D 0 0 • 0 0 A.Prior Payments B.Discount 5,2 6 3 • 0� Total Credits(A+B) (2) 10 5,2 6 3 • 0 0 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0 • 0 0 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1,�8 7 • 5 9 Make check payabie 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 ...................................................................... � a b. retain the right to designate who shali use the propeRy transferred or its income ............................... X c. retain a reversionary interest ..................................................................................................... ❑ ❑ d. receive the promise for life of either payments,benefits or care? ....................................................... X 2. tf 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? ......... ❑ � 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 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 filing a tax return are still applicable even if the sunriving 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 chiid 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in p2 P.s.§s��s(a)(��. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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 biood or adoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: VIRGINIA M • SCHUMACHER 21 14 0245 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 facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settiement sheet if the property has been sold. ITEM Include a copy of the deed showing decedenYs interest if owned as tenant in common. VALUE AT DATE NUMBER OFDEATH DESCRIPTION 1 • ALL THAT CERTAIN PIECE OR PARCEL OF LAND SITUATE IN 193,709 • 0� THE TOWNSHIP OF HAMPDEN, CUMBERLAND COUNTY, PENNSYLVANIA KNOWN AS 3814 CONESTOGA ROAD, CAMP HILL PENNSYLVANIA 17011 • BEING THE SAME PREMISES WHICH ROBERT J • LIS AND BARBARA J • LIS, HIS WIFE, 8Y DEED DATED JUNE 15, 1976, AND RECORDED JUNE 16, 1976, IN THE OFFICE OF THE RECORDER OF DEEDS OF CUMBERLAND COUNTY IN DEED BOOK 26, VOLUME ^Q"� PAGE 246, GRANTED AND CONVEYED UNTO JACK E • SCHUMACHER AND VIRGINIA M • SCHUMACHER • JACK E - SCHUMACHER DIED ON NOVEMBER 17, 2001, THUS BY OPERATION OF LAW VESTING TITLE IN VIRGINIA M • SCHUMACHER , THE DECEDENT • CUMBERLAND COUNTY REAL ESTATE TAX PARCEL ],�-20-1848-245• TAX ASSESSED VALUE - 199,700 X • 97 COMMON LEVEL RATIO _ $ 193,709 • 00 TOTAL(Also enter on Line 1,Recapitulation.) S 19 3,7 0 9 • 0 0 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENTOFREVENUE STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER VIRGINIA M • SCHUMACHER 21 14 0245 Ali property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, 115 SHARES PRUDENTIAL FINANCIAL, INC • COMMON STOCK 1�,�56 •75 X $87• 45 PER SHARE _ $10,056 • 75 TOTAL(Also enter on Line 2,Recapitulation) $ 10,0 5 6 • 7 5 If more space is needed, insert additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS 8� MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: VIRGINIA M • SCHUMACHER 21 14 0245 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. SANTANDER CHECKING ACCOUNT #0571,119034 41,040 • 84 2 • BOSTON GLOBAL CAPITAL INVESTMENT ACCOUNT 1,276,500 . 00 39K-220216 3 • AAA AND BLUE SHIELD REFUNDS 268 . 75 4 • TAX AND NEWSPAPER REFUND CHECKS 355• 50 5 • VERIZON WIRELESS REFUND 6 • 57 TOTAL(Also enter on Line 5,Recapitulation) $ 1,318,171 • 6 6 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+(OS-09) pennsylvania SCHEDULE G DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIOENT DECEDENT ESTATE OF FILE NUMBER VIRGINIA M • SCHUMACHER 21 14 0245 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. DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPLICABLE) VALUE �. BOSTON GLOBAL CAPITAL IRA ACCOUNT 308,900 • 00 100 - �0 08,900 • 00 NUMBER 39K-634481 . TRANSFEREES - THOMAS E • SCHUMACHER, CATHY M • SCHUMACHER, SUSAN M • MARGOTTA, CHILDREN, IN EQUAL SHARES • 2 • BOSTON GLOBAL CAPITAL ACCOUNT NUMBER 573,725 • 00 1�0 - DO 73,725 • 00 39K-220240 • JACK E • S�HUMACHER CREDIT SHELTER TRUST CREATED IN LAST WILL AND TESTAMENT OF JACK E • SCHUMACHER DATED MAY 18, 1999 (COPY ATTACHED) • JACK E • SCHUMACHER DIED ON NOVEMBER 17, 2�01 (CUMBERLAND COUNTY REGISTER OF WILLS DOCKET N0 � 21-2002-�0028 . TRANSFEREES - THOMAS E . SCHUMACHER, CATHY M • SCHUMACHER, SUSAN M • MARGOTTA, CHILDREN, IN EQUAL SHARES • SEE ITEM IV OF LAST WILL AND TESTAMENT OF JACK E • SCHUMACHER DATED MAY 18, 1999 (COPY ATTACHED) • TOTAL (Also enter on Line 7,Recapitulation) $ 8 8 2,6 2 5• 0� If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER VIRGINIA M • SCHUMACHER 21 14 0245 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: �. MYERS—HARNER FUNERAL HOME, INC• 1,2,223 • 00 B. ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2, a,ttomeyFees: STONE LAFAVER 8 SHEKLETSKI 7,5,D00 • �0 3, Famity Exemption:(If decedenPs address is not the same as claimanYs,attach expianation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. probateFees: LETTERS TESTAMENTARY 508 • 50 5 AccountantFees: JACK NA�E� CPA — PREPARATION OF 2013 875• 00 INCOME TAX RETURNS 6. Tax Retum Preparer Fees: �. LEGAL ADVERTISING — CUMBERLAND LAW JOURNAL 75 • �0 8 • LEGAL ADVERTISING — THE SENTINEL 190 • 54 9 • HOME INSTEAD CAREGIVING 4 ,569 • 47 10 • WEST SHORE EMS AMBULANCE SERVICE 40 • 00 11 • UGI GAS 69 • 31 12 • PINNACLE HEALTH CARDIOVASCULAR CO—PAYMENT 30 • 00 13 • STATE FARM AUTO INSURANCE 28 • 17 14 . COMCAST 80 • 05 15• PPL ELECTRIC 73 • 98 16 • FUNERAL LUNCHEON — RADISSON HOTEL 2,��7 . 16 17 . UNITED STATES TREASURY — 2�13 INCOME TAX 935 • 00 18 VERIZON 90 • 60 TOTAL(Also enter on Line 9,Recapitulation) $ 41,21,6 • 0 0 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent VIRGINIA M. SCHUMACHER 21 14 0245 Decedent's Name Page 1 File Number Schedule H - Funeral Expenses 8�Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 19 • PA DEPARTMENT OF REVENUE - 2103 INCOME TAX 37 • �0 20 • JERRY SWEETEN - LAWN CARE AND SNOW REMOVAL 46 • 5� 21 • HAMPDEN TOWNSHIP SEWER AND TRASH 155 • 05 22 • UGI GAS 184 • 18 23 • PPL 76 • 19 24 • 2014 CTY • /TWP . REAL ESTATE TAX 488 • 09 25 . VERIZON 90 . 72 26 • SANTANDER - DATE OF DEATH ACCOUNT VALUE FEE 20 • �0 27 • CERTIFIED MAIL - COMPUSERVE 7 - 40 28 • PPL 43 • 70 29 • VERIZON 90 . 63 30 • TOYOTA AUTO LEASE PAYMENTS (3 X $125� 73 PER MONTH) 377 • 19 31 • PENNSYLVANIA AMERICAN WATER 58 . 08 32 • COMCAST 80 • 06 33 • JERRY SWEETEN - LAWN CARE 74 • 20 34 • TREEMEN TREE SERVICE - TREE TRIMMING 200 • 00 35 • UGI GAS 74 • 59 36 • GOLDEN LIVING CENTER 250 • 00 37 . VERIZON 59 • 41 38 . PPL 59 . 76 39 • STATE FARM - HOMEOWNERS INSURANCE 148 • 49 40 • PENNSYLVANIA AMERICAN WATER 63 • 18 41 • JERRY SWEETEN - LAWN CARE 185 • 50 42 • UGI GAS 33 • 20 43 • PPL 78 • 30 44 • JERRY SWEETEN - LAWN CARE 138 . 80 45 • ADDITIONAL PROBATE FEE 550 • 00 46 • RESERVE FOR CLOSING EXPENSES 750 • 00 SUBTOTAL SCHEDULE H-B7 4, 4 2� • 2 2 REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: VIRGINIA M• SCHUMACHER 21 14 0245 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS �include ouVi ht spousal distributions and transfers under sec.9t�6(a)(t.2).� 1/3_c� Sd�ed�le G, It$n 1 �, THOMAS E • SCHUMACHER Lineal ��3 � S�d��le G, Itan 2 2402 RYE CIRCLE MECHANICSBURG, PA 17055 1/3 c�E Sd�ed�le G I 1 2 • SUSAN M • MARGOTTA Lineal . � 104 SYLVIA WAY �� n��G' I� 2 R086INSVILLE, NJ 08691 3 • CATHY M . SCHUMACHER Lineal 1� � ��Q G, Itsn 1 1913 LOGAN ST • �/ G, Itan 2 CAMP HILL, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. [I. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARiTABLE AND GOVERNMENTAI DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SNEET. $ If more space is needed,use additional sheets of paper of the same size. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX111-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 019276 SCHUMACHER THOMAS E 2402 RYE CIRCLE MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- ,o�a ---------- -------- 101 � S 100,000.00 ESTATE INFORMATION: sstv: ��-24-s8s5 I FILE NUMBER: 2114-0245 I DECEDENT NAME: SCHUMACHER VIRGINIA M � DATE OF PAYMENT: 06/1 1/2014 I POSTMARK DATE: 06/1 1/201 4 I CouNTY: CUMBERLAND � DATE OF DEATH: 03/1 1/2014 I � TOTAL AMOUNT PAID: S 100,000.00 REMARKS: RECEIPT TO ATTY CHECK# 148 INITIALS: CJ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS �� ;��, �,e; `'� !,!f EvKrym�xr w� �� a ;,�� ; � .,,_ r ,n`"'� � ��'. � �,t4��w.. �� ,�, £.. �`. � ;�' .�. g ��" > :�.�: y�F �` ��.� � r�t� �"s� <. z � b 'M� , , �,. . � , � _;; s. . , � + ,��`.� � - �r*tx�;�. . , .. . . , . . :� . , ,r. , `;�� — _ _ .. .... � .,�.. . . . . . .. .. ... . LAST WILL AND TEST�+,MENT OF VIRGINIA M. SCHUMACHER I I, VIRGINIA M. SCHUMACHER, of Hampden Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I : I devise and bequeath all of my estate of every nature and wherever situate in equal shares to my children, THOMAS E. SCHUMACHER, SUSAN M. MARGOTTA, and CATHY M. SCHUMACHER, or to their issue, per stirpes . ITEM II : I appoint my Executor and his successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor ' s benefit . Such guardian shall have the power to use principal as well as income from time to time for the minor' s support and education (including college education, both graduate and undergraduate) without regard to his or her parent ' s ability to provide for such support and education, or to make payment Page 1 of 4 � � for these purposes, without further responsibility, to the minor or to the minor ' s parent or to any person taking care of the minor. ITEM III : I appoint my son, THOMAS E. SCHUMACHER, Executor of this my last will . Should my son, THOMAS E. SCHUMACHER, fail to qualify or cease to act as Executor, I appoint my daughter, CATHY M. SCHUMACHER, Executrix of this my last will . ITEM V: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. IN WITNESS WHEREOF, I, VIRGINIA M. SCHUMACHER, have hereunto set my hand and seal this �_ day of �'� ��' , 2002 . � �, ' . , �.o. �rr) . �.�.w��lw� IRGINIA M. SCHUMACHER SIGNED, SEALED, PUBLISHED and DECLARED by VIRGINIA M. SCHUMACHER, the Testatrix above named, as and for her Last Wil1 and Testament, and I 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. ��, '� ,' 7�1 � �� re��/a- . � ` �,�w� ��yy�' �� .9 , Wi� e s.� ' �` �ddress . � � .�� i ��C��,- _'�7,' �-,'' ,�� L//c/ /��i'iU��,/ _.J:%�� /�_„C`,(y� C�.-�7'/L�� /'� --�- Witn�s� Address Page 2 of 4 � I i i i • � COMMONWEALTH OF PENNSYLVANIA: . SS . COUNTY OF CUMBERLAND . I, VIRGINIA M. SCHUMACHER, 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 this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein con- tained. 4 � ,�J� L,�-�.�_�— �U • %��o ' i—,r..l.�a..�:,i{_z_,�.I ,� IRGINIA M. SCHUMACHER Sworn to or affirmed to and acknowledged before me by VIRGINIA M. SCHUMACHER, the Testatrix, this `�� day of Q , 2002 . �-�� . �� n � � Notary Public NOTARIAL SEAL CAROL L. TROXELL, Notary Publ(c 'New Cumberland Boro.C�anberland Co. My Commissfan Explres Dec.27,2005 COMMONWEALTH OF PENNSYLVANIA : . SS . COUNTY OF CUMBERLAND . � , �f ��_ and r:.�, �. i;/ ;". _1Gt.c�/��'�", , W e, � �� __�__-- the witnesses whose names are signed to the attached or foreqoing instrument, being duly qualified accordinq to law, depose and say that Page 3 of 4 .- � . �..,�,.,.�..._.,m�..�,..�,.�.,..,�,,,r. :.. we were present and saw Testatrix sign and execute the instrument as her last wi11; that Testatrix signed 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 siqht of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence . I i � „�t_c_ Witnr��, � .% � '' - � ' � _-.� � <� �� / `� Li � Witness Sworn to or affirmed to and acknowledged before me by � � G ��,t ,� _S� �� ,�' � - �, _ � a nd �i--�� ' � witnesses, this � day of�� J , 2002 . .� � � ' Notary Public I NOTARIAL SEAL � CAROL L. TROXELL, t�fatary PubUc New Curnberiand�oro.Cumberland Co. My Commissfon Ex�ires Dec.27,2005 i I I I Page 4 of 4 i , I I ' � •�' . ��' �' � • � � �• � • � i `! �;ti' Properry Mapper i � �n � � :r y�� ►��. �� y;p� �"tiEy ima�Fry 2�12 !ma�er�2��9 ;maeery O�f ,. Vartel Searz6 �; ��1 0� k 4 ftteC;i(eS 5='eC!Gd:1 ' 381d(:ONE510GA ROAD �':'�:i`J:�Ig,�•<#S D:�edbc�k:��:o�-0J:�b ;,�ir�vr.,t=H�s'W�w;Ek,V:R�I';u1 M � ai�;:�--i:, , �n��.�_ir�,�.l�al �'�;;Ue(tr'T�pe:R StIF� ('.?.1 ��-'• 1�:.u3r�F�et;;e�8 ?,i:ddf�;?7[3h15:1 'r�"�fi'�i�fFtl1��;`US: , � I,!1��5 �s°�� 1°� ''�� t�,ili;lPtJ�:;�_9��' �1,:..1 :'�(� �! 1_r�� .,.?tj''ri . ._. �. ��i�F;E�e�:�hS��Q ,;�, ":I:;G t�:iuH 1,�n la.��c�a �� .�,r,� ��a!"��:1�63 � ,r r �t, 1!'e�r�C"�Tu�'�P;��11R � •��s� '1'I$Fit!'1 k � i. �I I , �3 � � �� r',�" t� �'Gy ��+(f� 11� � `�� i �� IT a�3�r� 1�,:i tI �' ;;tl ` ��p� � � s,��!"f,� �,,. f, f r (F�r i) �� ' � .�f'�` � � �45' � ,�y. �. �'�.� i�,. T t, J �•� �� . ��r -a �=�.3 =r '��`��;� � � if ,n�: ,�� '" �' n.it :Gh�1 `�� I ` � � r. I . �� ,� df :� i1 � � II'�I �I � i��,, , ,, • • �. ' � �- . ��' � � i _ _ _._. .. � 4'• -- ___�_�-_',.. ___.._..-------..__._._.___...___ _ � ......`..�L....-..__�.�-.��-��. 1 , �..� -._ ` � •. � . .. � �'� � E� t: ( F pi .f :1. -' � \o.538 l f�'liG8I3I1'LE UEED—T}'�tewriter I ; � �, }; ��,� �Y��.�I��I�.�, �tt1Y ul�.e . f�Fr✓ �p' �u�t in the ycar oJ our Lord One� � Thouaand Nine �undred and Seventy-Six (1976) � �rtiuPrn ROBERT J, LIS and &1RBARA J, LIS, hia wife, of the Township of Hampden, County of Cumberland and State of Pennaylvania, Grantora and Parties � A of the Firat Part, w =�p , v� �°.�woo �+a z�mp N �Y�o •-�,o:i ' � - A F ='oor�'n N � s�'"o t� S xo�n �/ � KN-� r s Q� A JACK E, SCHUMACHER and VIRGIN7A M. SCHUMACHER, hie wiEe, of Harrisburg, Dauphin County, Pennsylvania, Grantees and Partiea � � �itttPS5Ptl oJ tl�c aecoud part, �7'Gnt lhe anidpurt ieg �J lhe Jirxt�Ktrt�for nrtd iii cai+xiderotion nj d�esum oJ FIFTY-SIX TNOUSAND FIVE HUNDRED ------------------------($56�500.00) , Dol7ara�1nwJu!nruncy of tha Unitcd SOatca oJ dn+cricu,�reft and truly�xiid Gy tGC auid p��rdea uf tl�e aeco�od part to the aniJ pnrties �if p�c fir•ai par•�,at nnd bc/m•e t7ic ncrsli,ig and Jcli+:cr�uf thear �� preacnta,!ke rcoci>>E iohcreof ia hereL�uclu�o�uledgcrl, have � ' grnnted,bargaiuc�,sold, adie�icd, m�fcoJfed,rcfcase�l,conr.e�rd and c•onfirn�cd Und Gf llteae pr'rarnta dri � 1 � ¢•ont, Largnin,.vc!/,nli�n,enJcojJ,rcicase,concey,artr!cnxJirm unfo f8e aaid pnrf les nJ ' . I Llcc reCOnJ pwt thein c�tra nnJ anai!/n.v, � �I �I� THe1T CERTAIN piece or parcel of land aituate in the Township of Hampden, � County of C�berland and StaCe of Pennsylvania, more particularly bounded and ; ` � described as follows, to wit; i ' � BfiGINNING at a point on the southern side of Conestoga Road, whlch point is one � hundred twenty and forty-six one-hundredths (120.46) feet east of the southwest � corner of the intersection of ConesYOga Road and Carriage House Drive, .and which � � point is at the line dividing Lots Nos, 17 and 18, Section "C", on the hereinafter mentioned Plan of Lots; thence along the eouthern line of Coneatoga Road north � seventy-three (:73) degrees fifty-one (51) minutea thirty (30) seconds east ninety f (40) feet to the weatern line of Lot No. 16,Section "C"; thence along the same south ' ? sixteen (16) degrees eight (8) minutes thirty (30) seconds east ane hundred twenty- � five (125) feet to the northern line of Lot No, 2, Plan No. 1 of Pinebroak; Chence � , ' along the .northern line of Lote Nos. 2 and 1, Plan No. 1 aforesaid south seventy- � � i ehree (73) degrees fifty-one (51) minutes thirty (30) seconds east ninety (90) feet ` ' ' to the esatern line of Lot No, 18, Section "C", Plan No. 2, along the same north � + eixteen (16) degreee eighr {8) minutes thirty (30) seconds weat one hundred twenty- � � � �' � five (125) feet to the point of BEGINNING, � �J f ' , 1 �� eooK(�26 P�cE 246 � �� ! i ; ; � . � � _ _�. _ _ _..:: ---- -.. _.__ _--- �� i __ . . ._.._ __. ._._..____.._... .. .. . ______..__ i � . . I I i BESNG LoC No. 17, Section "C" on Plan No, 2 of Pinebrook, which Plan is recorded in the Cumberland County Recorder�s Office in Plan Hook 14, Page 5. i i xAVING thereon erected a brick and aluminum split level Cype dwel2ing known as 3824 Conestaga Roed, Camp Hill, Pennsylvania, � . , � BEING the same premises which Robert L. Dougherty and Naz�na p, Dougherty, his wife. I by Deed dated March 1, 1967 end recorded in the Cumberland County Recorder's Offica i in Deed Book "G" Volume 22, page 351, granted and conveyed unto Robert J. Lia and Sarbara J, Lis, his wife, Crantars herein, IteW,.t��' .1 . ..�.�".'r.: . i Cumb. Ca,(i•e. IlX R•.� Ed 4 T.�.if�r i�a ,� � . .� i �:,. -i��GA', a�a.� � .. .. .�. , I c�me. e. on�.c..nv, �"' C0.41MONWEALTH Of PERNSYLVANIA= i � � -G�a �" [)C•A'�i'TMENT OF REVENUE _ ' Lt;� � r' n , '� Sthoo�umb, Co., P � — iAXhs ER JUN16'J6 �`��" 5 6 5. 0 0 ^ � � R�d ENN�Tramfo T�r � � o P.B.I1162 �= � �.,:.G.. /6��A r.�� j i . ,�6. o, o��,c.i.� ��5 � I I i ' � I :. � , I . ., ' � I � I . � I � . , � ( ; � I � . D�ox�26 racE 2�7 � -- - � :,�� . � �� .. �, r. �r; _'; _ ; . ..,_ . �... .... : . �;�. ' ��`�;�'�. `w k ,. � 4. F+ ' � � ✓� - �f: � 4 :, l: e�+n�ettipr witl�all and singulur,tAo tenemc»ta, hereditamente and appurlenances to the aame ,. I� bclonging or in anyiuiaa apperEairting,and fhe rcvoraion and revarriona, remaindor and remaindcra, �� 11 renia,+sauee,and profiG thoreoj; ��y� a{nn a1I thC ettaLe�ttiglet,title�tintcreat,property,claim � k nsd demand+nhataocver,both in iaio and equity�oj Wtc aaid pari iea oj the Jiret part,of,in,to i', � nr out of ihe iaid prern{aes,antl everu part and pa�cel tltcreo/ � Y I; (�1 Lj �c��jE �1tL tj] Ij111� tht euid premisea�with al!and aingular the appurtenancea�untu tlec aaid nart ies oJ the aecond nart, their ��cira wid aaaigr�a,to and Jor the only pro�cr ��' o the accond pari, theit heirs and aaaign� uae and beAnf�a/the e¢id part iea 1 ! (orccer, I ' �12� YIIL SAID Parties of the First Parr, their i � � ` 6 tAcae resenta covenant, rant and agree to and heire,exeevtori and adminiatratora,do y p ' � hein and ` � �oith the said part iea of the eecond part, their I nasigna�tl�at the eaid Parties oE the Piret Part, theSr � � � heira¢1T and ainguias tha here�lit¢n�enta and premi.res liercinnLoce deacriLcd and grantcd or menlioned. 1 n2id i�+tended eo to be,with a�purtw�ancea,unto the snid�ar't iES of tha accond part, . their � heira and aaaiq�ts,ag�inat tlee said part ies oj tlie firat przrt and thein c�ira and ag¢inat all nnd every other pereon or peraonr wkornaoeoer,IuwJ��ll� cfainting or to c/airn tJce samc or an� parl ( thercof, Grantots ahnli und wi!!,ti�thesr,prcacvita.1VAR1tANT ANU FO& EVER DEFEND generally tha property herein conveyed �I ri �ttttF5S �JEtFPPDf she iaid part ies of the firat part have haac Aereunto aet theii Aands and aeals ^ the da�and,yrar Jirat above written. , � � � .. (SF.AL) ........ ....... ... ..................................... ' �, ROBERT J, L t .....................�......................... (SGdL) � ...... ... � 8igned, 8ealed and Delivered �:`":•:��%�•��.............•.............. (SD�tl.) � iu t6e Preaence ot BARB� J. LIS �S��i ' � ...........................�................................... , � , ........................................................................ (S!:'dl,) � �.(...�..` . ....................... ......,...........,........ (ST:ALi ' .... ............................................ ; ........................................................................ (SI:'A!.) � ............ ...... ................................................... ...................... (SF.AI.i � .............................................................................. ........................................................................ (sLnr.� , • .............................................................................. .............. (SEdL) +I .............................................................................. .......................................... (SEALI � ......... ..................:................................................... (A$Al,� ....................................................... .............. i eon�(a 26 PACE 248 � L.� _ . _._; . _. __._---_..._.____..�_� � ` � � ' 1;03lSfOS'IVli.U.7'H Oh'Nh'.G.Y,4YLPdN1,l COUNTY OF' ........��nN:L.I.l.............................. 3SI: Or+ thrs,d�e.....�.�,?.'..�...dey of.................U:!1.�".......,............................., 1'J��, 6ejore mt .......................................�..�........,.........,......,........,...........................,....�...............,..............�..., tke anderaigned oJficer,perauriaR�appe�arrd,..ROBERT,.J LTS and BARHARA J,�„LISa„his..wife............... .�.............................. ...... ................ .............................................................................................................................................................................. ...........................................................................................,.........,..................................................,..................... .. :.,.. ; .:. ' knni�n to urc(nr anti.rfi�cfori7�procrn) to Lr,the pri�xuu .9.............. wl�osa name r9.....dTR... 9ubacrtiLed to � Nir,mill�in i�iatrrnnr>il,s��d ucknurrlr�l,ryr� Uief...........t ha y..,,,...... rxrcittcd fhe savnn �or' the�SjHti'poie� � ` ' U�rrcin cnutainr,J. � ,.t�..w.:;y^,n;?„ `+�. , . �,.,.� , , fN 1V!%'�\'1'fi,C 1{'//h:(f/•.ryl�', I hrrew�to xe n� ia� !nit�l�i�Jioin!eenl. - : /��. , :.: ! /-� ' .p I .......... ?:�.�....i..�-,.. . '�.�._...�.�....,.�'�:. : . • N Commiss Ex ilre��,'1977.,` '1e ': .,: � . Il�cun�m�aaiw� r.rpiras: ...l..................I...................�.........'�.a� ,.. }lunsbur�Py Da�phl��Counly ' euce o Nie(;runt!•e,in tl�u iciU+iir Uecrl,ia.....::......... . .'..��' � . 1 ArrnLy crtil fhnt N�c Prccixc hrx' I ......:� . �a�� '��.� 0. �a.... , ............. .............. ..... ,�................... �...........................................................................::::..... ..........��....�� ........................... ................................................,................................................................... .� �i �"!�..---...___ �«..�.t;� �� ........:.... ............�........ �..:.. ...... . Attorney for drnutee. I i, ' I • � 0 M i � � I : � � � d 0. N � x ni i �t � ' ti t9 A: i � � � d I a c�; : � : '> H .� � � � � � � , ' N 'O w�'. Oc O[ F � � � � 'O W N: p.� .'C I \ � C M O: H. « ! I d I v� � a� m a x; �: ` o � I o. - b P 1 P4 a N: O: K �/t ! � ! ' C R I �� 'O k7++ 06 H; C t � ; a ti i y°,� . I i �1 C x.a o� 5, �n I w & � ? � W O U � u; �; 6, vt C � + � �n H aC I a�'ii �oi u `M q I I 1 � � r� i � I�rY aw ��I o: E c '• ` i ' i �� M U U I US N: 10: � � w j j O I , '' 3 y )�.. �i: x: K � : � .. e I I U y • cJ �' � I � �-+: « p�: I T . I i W'� x�I � t`1� �� u U y 0 w � � U I iW N V � �j � S: U: '� i. ,' y A � i OC 1 i (L'ra �l�i I Q iL � � � q tl 1 j N � . . � a . � g , , � I I . ; I ' �I,�fOYTt'E:1L7'H OF Pl3NNSYLVAh/A 1 ! �j "�QZ�l.�.""'r'lL �' 5.�: _............«--m.�....... _ .... ........ 4U1`7TY,� . � ?�crnrdrl In the fi�e for Recording of Deeds, Mortgages, etc., in.and ' for the County o ....��-,Y,�in Deed Book (�._. Val. .a.�� ...,. , � ' Pa�e _ �-.. � �. ... . ,t: �: . . � �i�ilnes�� 7y Hand and Seal of Office, this _..... ... _ . ��. . day of ��•., ; .................... .. . .... �._..................__ Anno Domini 19 � ! � � eooKQ26 raeF 2�9 �� _ � e�'„�'+ '�, � i- . , • -- x , .g � ,+..... �. <a-..:,. �,� 3 � ; � � '�` �' �r'`4,��`,t t`,�e,1,�''�`....i�, �. �°�, �."' �+...,'�`"-�'�t 4�"��-'""�•�...�.;: ��'�� _ �,/�•• •� V �f� ,� ..a�'°�"� a.. ,� /'W.},.}��". v,,i ,�:� aa"'�',�� .'.a ��f?fi i..,w..�✓ i1S--:,��.•��?�+'.��''+.. +i'€y.� � X �,/ dF �y.�.,��.�a��. 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'- . . . , .,a�...� `--.�,✓ � ` � Prudential Financial, Inc. - Investor Relations - Historical Price Lookup Page 1 of 1 � �TUC��Iltic`i� Historical Price Lookup Stock Quote�Stock Chart�Historical Price Lookup�Investment Calculator Symbol Closing Price 587.450 PRU(Common Stock) Volume 2,014,936 �ookup Date: Split AdJustment Factor 1.0000:1 Month Day Year Open $88.540 March ��11 jv]2014;,� Day's High $88.650 laok up Day's Low $87.080 Actual Priee $87.450 Date Requested 03/11/14 NliiF.ThdCio�i �.�^.:�,s�"g��-lay'�..ow.ailv��y�s.'HUmeliav.ue<.n��,-�slerlcdc.u�r�d v��i.fsti�;: uf.a.��ior<�rv:�lc.�ief.��h'nin3y:i�iv�..�.,�rcJo,�i� ,�.�ur[ysnufheda.•,Ix>v.i.,a.�ve.T.,PA��fu�fprice is �.t(Yiu.;f.ci N.V�,t�SJ��.,ivtit.r,.:.71BJF'r�.i/u.vi.i .fai:l.r:,,,i-. rtl:-�..iP,:3...u�wr�'' ,�.:�/„ut.i ..).;.:1,t5�ii�(.r: �e,f,�t:b�.r atlUVP n��closinct D��ce�above iti n��(�u��ut'sa�ily in.i(cn6-re;of!utu�e Fr'ice�:n7ai'rrlarlce. http://www.investor.prudential.com/phoenix.zhtml?c=129695&p=irol-stockLookup&t=Hi... 6/24/2014 . . � " Court Order Processing\Decedents- MA1-MB3-02-10 - P.O.Box 841005 - Boston,MA 02284 March 24, 2014 � b $ Gerald J. Shekletski � Stone LaFaver & Shekletski � 414 Bridge Street � PO Box E � New Cumberiand, PA 17070 � � � � RE: Estate of Virginia M Schumacher � Date of Death: 03/11/2014 < � 5 � � Dear Gerald J. Shekletski: � � Per your request, enclosed please find the account information as of the date of death � for the above-named decedent. For your information, accrued interest is not included in � the date of death balance. � y Please feel free to contact me if I can be of any further assistance. b � V�ry truly yours, � � �� (J � Ashley Nobrega � [COP Specialist II � 617-514-5189 � � � 'a' E i S U � g G Z � m b � � s _ � p Santander ESTATE OF Virginia M Schumacher SOCIAL SECURITY#: 171-24-8885 DATE OF DEATH: March 11, 2014 Account#: 0571119034 Type: Checking Open date: 1/24/1981 In the name of: Virginia Mae Schumacher(Thomas E Schumacher POA Added 5/20/2013) Date of Death Balance: $41,040.63 Int.(YTD) from 1/1/2014 to 3/6/2014 $1.50 Accrued interest to date of death: $0.21 Otherinfo: Page 1 of 1 –�- ._._'—"—�---,_„_------^---•— �...._,�___..,_ . June 12, 2014 �-3jS��_,.�A �� cs.�zC.ed ��u;. Financial Consuttants �'ierald Shekletski Stone, LaFav�r& Shekletski 414 Bridge Street XVew Cumberland, PA 17070 Dear Gerald Shekletski: Per your request below are the N�arch 1�, 20I4 date of death valuts for the three accounts i;nvalvi�g Vir6i��a M. Schumacher mana�ed by me with.Bolton Global Capital, Inc. Accourat Numbet—39K-22�216 Name on Account—Virginia Schumacher A�mount- $1,276,540.00 Beneficiarics A,ccount Nurx�ber—39K-634481 Thornas E. Schumacher Name on Account—Virginia Schumacher 1RA Cathy Mae Schumacher A�mount- $30$,900.00 Susan M. M.axgotta ' Account Nunaber—39K-220240 Name on Account—Credit Shelter Trust Jack Schumacher UAD 11/l7lOa Trustees Virginia Sc�uztiacher&17�omas Sck�umacher Aamount—$573,725.00 • (� 1 Rick Pwrsell Bolton Globa] Capital, �nc. 205 Xoz�k Road • Carlisle, PA 17pX3 • (717)2�3-U61.9 � �.-866-4�43-Q619 • Fax(717)243�32I6 '�ecuNtlea nHercd throuRh Delts Eyylty Servicee Corp. 579 Msin&.•80lton.MA 0174Q.Ntlp-64¢3y93 Mrmbers:NASD,SIA(_,MSRd LAST WILL � T�'S==1'T�i�'T OF , JACK F�. SCHUi•L3C?i�R � I� ii jl�.'��••�� OF ,1�:n:;Q�r .. �_.:�;� �Ol:i:�,r' Of ........�°'_�-�'-- � _ , �._�.. .� . SCH �-:- ., • - _ ` . f a`� "_ �---s �c ��e m�� las� .._�._ �...-� _:...! __,......�._::°:�trl O Pen�c•_,•�•��.,-�, a � ___._ - - . �-.� �. ' ':Ii 11 pre�llOLS�.',' mad� ',�.' me . ,� �,�_:.cid and ��,-sc::�._ - - ' _ bEQll°a�: 'Tl`_' ull�^.'"'.`::.�._ , --�- - r tar.a_:;= c°�s�r: _ __ >;.._ ^�.�.:re lr_ot i��_.:�._�:a _�_ __�� _..... ��':ze - - �.� - _ . - - �S�arar:ce t^°--_�� , --� - .�.. __ _- _ _ --____eS; tc��..---- :�_�:: .,� ----_ --- _ � - - �T',1�A M c _ _�_. , =_ --._ __ �_--.-� •.��_ me �y t:�ir` � � ...- •.i� : - , . __�;-�_, . �..�. _.-- - -_ �_ ^.O� :E' l��'1:'_ �.^. �.1° ;.. .� . __:�'�__�. il�' Wi�° � `. _....__�__. . . . _- ----• _'_'" ' �- � ,°� ,.h suc:. �ar� .._� _ :=_� - _ _�_�� _ �s` ; ��_ _-=_°=- „i ��._. , - �- _ .�u _ , � ..�`. �h ��An ^�'=-:... _._ �, . �-y ` �l - ^..�1^C��"� ...u 5�..�..._. ._._ �.. r. r. -.��.y...�.:_..` .i.�11 ll�l.��.�.......- .��. ^��-- '�p as u�-� -=��'-- - ..- �___. "_----- � JiJJ�.1�T M. .�':..._... - --- 3=-�' ,_..____ . . . .�_...,. _.. , - �,- = ..0 .^.e '1._V1C1°� ...,..�?:'� �• -----�--� .." ..'"_ �"..._-_ - __rSi. �- -- - `.�.3. �.... ... - " ' -'-?.^' .�_."._,.�� `.ti'_=: ....�... _ _ :r� =�_ -:____ ^°rS�:'.u.. �r°-=r=---�c =^ ._.c ::�.�_ -, ` -��_ �iiG�°_S ...� _ _a..:�,�...� . �� ' ' � l. S.�r�J_Ve..C. �i:C' :-��• _ _.` - ,� rn'j :�J»° , . �.__.:__.___ . . . _____. __�..:_.�. , _ - _ '__ _.. ..,.;° i°..:uSc "_ Tl J --- � _ � =..;_"S , `.:Q =- _--c __...___._ __ __._ _ _ -_-�-- . --- ---- ?-��';�� D'�' "".u._�_ _ ----_ - --- --- -�='-^ ...°T_:°_==t � - ,.c�.'�� - ;i i and bequeath to my wife, VIRGINIA M. SCHUMACHER, absolutely, an amount equal to the least amount (based upon values as finally determined for federal estate tax purposes) as shall be needed for the federal estate tax unlimited marital deduction ,to reduce the federal estate tax to the lowest possible figure after full use of all other deductions and credits allowable in calculating the federal estate tax, except that such amount shall be calculated without regard to the augmenting of my taxable estate by reason of generation-skipping transfers and without regard for any credit for state death taxes that would not otherwise be payable . Accordingly, I direct that : A. If the marital deduction, or any similar benefit , is allowable with respect to any property, including property held by entireties, which my wife has received prior to my death or at my death will receive otherwise than pursuant to this Item II , the value of such property shall be taken into consideration in calculating the size of the gift under this Item II . B. No property ineligible for the marital deduction, or any similar benefit, shall be distributed to this gift for my wife, VIRGINIA M. SCHUMACHER, pursuant to this Item II . C. Either cash or investments or both may be allocated to the gift under this Item II . Page 2 of I1 'I i i ,�i ii i I� D . Any proper�y allocated under this Item II in kind sna�� ; b� -ra�ued at the value at wnich it is finally included in my gross Ies�ate for federal estate tax purposes , provided that the acgrega�� I marke* va�ue thereof on the date of allocation (plus the value as ��::a��v determined for fedeYal estate tax purposes of all ot:�er � prcrerty qualifying for the marital deduction) is at least equal tc �:e dollar value of the marital deduction as finally determined fo� � ��d?ral estate ta:c purposes . il E. If any prov�.s�en of this Item II shall result in dep��v- I' �I _. a my estate of the ma�'ital deduction for federal estate tax pur- I ��ses , such provision is hereby revoked and this Item II shall be read II as :.f any portion thereof in�onsistent with allowance of the marital i �! ;e�::c�ion for federal esta�e tax purposes is null and void. il y I "?'EM III : If my wi=e , VIRGINIA M. SCHUNLACHER, survives me by II - ;'I �--;�ty (30) days, I devise a^d bequeath the residue of my estate, ot I �� j! e�:�ry nature and wnereve� s;�uate, to the Co-Trustees hereinafter , _ ii �' *:�:�;ad, IN TRUST, for tne �o��owing uses and purposes : �' �; i ;� A. To pay t:�e net income theref:om to my wife, VIRGINIA M. I� �'' S`:�.JtiT�C�ER, for and durirc i-:°r liretime in such periodic installme^�s '� ' �,� �o-Trustees shall fir.d convenient , but at least as often as i �' �rro�-_3I7t1Udily. Pacre 3 oi 11 � i� i iB . As much of the principal of this trust as Co-Tr�s�`°s , � . . . in t:.�;r sole discretion, may from time to t�me think advisa�_� �cr tne s��ort of my wife to maintain her in the station of lise �o wn��.� s:�e is accustomed at my death, shall be either paid to her or e�se a��l,�?d directly for her benefit by Co-Trustees after taking in�o ac�ou�.� her other readily available assets and sources of inceme . ' C. Co-Trustees may apply the net income of this trust ror i ! �:e s��port of my wife, VIRGINIA M. SCHUMACHER, should sne by reason i - - ':I !� �� ac� , illness or other cause, in the opinion of Co-Trustees , be , - �'�,� _..� _ ��ia of disbursing it . ' D. In addition to the above provisions, my wife shall have � -�a �:�•::er to direct Co-Trustees to pay to ner or to apply out oi j �-- _ ;i � �r:--�_:�al in each year, including the year of my death, an amount r_ot ; - "� - � _^ �:.cess oz the greater of Five Thousand ($5 , 000 . 00) Dollars cr five � i� '' �;) .��r^ent of the then aag�egate value oz the trust principal . This � , 1 ��•.�er ;s non-cumulative and can be exerc�sed only by an instrument in i " i • ;a�,___ _ s�gr.ed by my wire, and delyvered to Co-Trustees . iI �,; E. Upon tne death of my wife , VIRGINIA M. SCHUNIACu�R, or �I ;; '; �„ T • death should my wiTe predecease me, the Co-Trustees shal i ,.__..__�:�te the balance of tne principal Gnd any accumulated ar.c I . '! ' u�ed income pursuant to the prov�sions or Item �V neYe�n. �.�_�.�s�_�� i page 4 of 1, I ; ii i I� 'I TT�M IV: If my wi=e, VIRGINIA M. SCHIJMACHER, predeceases rne cr I d=es or. or berore tne th_Y�ieth (30th) day following my death, o= u�c: � - Ithe death of my wif° as provided in Item III . E. herein, I devise ard bequeath all of my estate, of every nature wherever situate in equal s:.ar°s to such of my ch=�cren, THOMAS E . SCHUMACHER, SUSAN M. M.ARGC"'""P ar.ci CATHY M. SCHUMACHER, as survive me by thirty (30) days . Should an�:� o* my above named chi�d�en predecease or die on or before the t::irtieth (30th) day fo�lowing my death, Z devise and bequeath the I s;,aYe of such chilc't to his issue , per stirpes , living on the thirty- i ��st (31st) day followyne my death; and should any such child of mine �eave no such issue liv�nc or. the thirty-�irst (31st) day following my I �; ~_^e share of such child to my issue, pe� � daa�n, I devise anci bequeath .. i� � , ^ !� s..�r�es, living on the *:^.��..�-=i=st (31st ; day following my death. � i � I'I'EM V: Should any �ersor. entitled to a share of my estate nc� il :a��e attained the age oL twenty-one (21) years at the time of distri - ; i u ;i �u_��n �o him or her pr, ;n t:�° opinior. of tne Co-Trustees, e �ncapa- ,, ,� �� ' e o� disburs�ng his or ner snare because of illness or other cause , II .._ �� !' � �e�r�se and bequeath tne snare of each such issue to the Co-Trus�ees i �� I t� '� :n�ra�r.a��er named, IN SEPARATE TRUST, to hoid, manage, invest a.^.d �I � _�;:�trest tne share so rece�ved, and the ac�umulation of income ; ; i ;i • _�ereon, and to use and a�piy tne income and principal , or so muc: ; - � ; �."1°Z"°OL dS , 1i1 the CO-Tr'1S�E°S ' C�1SCZ'@tiOP., may be necessary Or � ! Page 5 of 11 i I i iI �� !I � a��Dr_ate for such chiid ' s support and education (including co�l°�= I a,• � uate and under raduate) without regard to his or ��u�at�on, both grad g her parent ' s ability to provide for such support or education, to ma:�:� Dayr,,�ent for these purposes, without further responsibility, to such child or such child ' s parents or to any person taking care of such � �rild. Any principal or income not so applied shall be distributed �.o Isucn cnild absolutely when he or she attains the age of twenty-one I "� � or become com etent . If he or she dies before obtaining ; t..l, years P I i ,:ae twenty-one (21) years or before becoming competent , the trust j s:,a�l terminate and such shares shall be distributed to his or her i i i ��rsonal representative . '� IT�'M VI : The inte�ests of the benericiaries hereunder shall not � 'Ii �� s�.:bject to anticipation or veluntary or involuntary alienation. � � ,i i,i IT�M VII : All federal , state and other death taxes payable ii '� ��cause of my death, with respect to the proper*y forming my gross i, ;� ��ta�� for Cax purposes, whethe� or not passing under this will , 'I �' :o�e��er with any interesL or penalty imposed in connection with such �� i � �� ::x, s:^.all be considered a part of the expense of the administration !� c� �v °state and shall be paid from my residuary estate without �I - ; a��cr�ionment or right or reimbu=semer.t . �i - - ;, � !! T'��M VITT : My Executrix and Co-Trustees snall have the rcl�ow�.^.� ; , '� :;�we_s �n addition to those vested in tnem by law, and by ot�er � � i Page 6 or 11 i i , i� II I� I� r � ; o ail ropert whether �ir.ci�a= �; p_oti �sions of my will appl_cable t p _ y, P _ ;nceme, including property heid for minors, exercisable without cou,-� Iac^roval ard efLect�.ve until actual distribution of all property: A. To retain any or all of the assets of my estate, real or perscnal , including stock of a corporate fiduciary or of i*s parer.t ::olding company, without regard to any principle of diversirication. B . To invest in all forms of proper�y, including stocks , common trust funds and mcrtgage investment funds whether operated by mv corporate fiduciarv or others , without restriction to investments au�norized ror Pennsvlvar.ia fiduciaries, as they deem proper, and w�thout regard to any nr�nciple of diversification. C . To sell at Dublic or private sale, to exchange or to � _ease ror any per�od oF time, any real or personal property and to �;-✓e options for sales , exchanges or leases, ror such prices and upon i such terms or condi�ions as they deem proper. I li D. To allocate receipts and expenses to principal or � �I _n�ome, or partly to each, as they, from time to time, think proper in �i 'i ; �:eir sole discretion. iI I' E. To borrow from, or to sell to, my Co-Trustees even �I i � �:;o�.:an such Co-Trustees may be my Executrix. '�i Ij F. To compromise any claim or controversy. �, , � 1I I l, ; i PaQe 7 of 11 � � I i � i ;i I G. To join with my wife, VIRGINIA M. SCHUMAC.-iER, or her personal representative, in filing a joint income tax return withou` �eq,.:�Ying her to indemnify my estate against liability for the tax at�r�butable to her income and to consent to any gift made by my wire dur;ng my lifetime being treated as having been made one-half by me for purposes of the fecieral gift tax law. ITEM IX: I appoir:t my wife, VIRGINIA M. SCHUMACHER, and my son, THOI�'�S E. SCHUMACHER, Co-Trustees of any trusts created by this my last wi?l . Should my scn, THOMAS E. SCHUMACHER, fail to qualify or ce�se �o act as a Co-Trus�.�°, I appoint my daughter, CATHY M. SCHL'ifACHER, Co-Trustee of any trusts created by this my last will . �TEM X: I appoint my wife, VIRGINIA M. SCHUMACHER, Executrix of I ' �his my last will . Should my wife, VZRGiNIA M. SCHUMACHER, fail to qual;ry or cease to act as Executrix, I appoint my son, THOMAS E. � SC:L�IP.C:�iER, Executor with the same powers and duties of this my last j wi�l . Should my son, THOI`�.AS E. SCHUMACHER, fail to qualify or cease It� act as Executor, I appoint my daughter, CATHY M. SCHUMACHER, I � �.:ec��ix with the same powers and duties of this my last will . ; �'I'�'i�? XI : I direct that my Executr�x and Co-Trustees and their j � ��cc�ssors shall not be required to give Dond for the faithtul perfc=- �I i� ,�;a:ce o� their duties in any ju�isdiction. ;, i� ,I !� Page 8 of 11 a ! j I i' 'I i IN WITNESS WHEREOF, I , JACK E, SCHUMACHER, have hereunto set my � har.d and seal this /C� day of \� 1��%�� , 1999 . �— , . �-' . ,� AC . H � R`LL` _y,--T SIGNED, SEALED, PUBLISHED and DECLARED by JACK E. SCHUMACHER, the T`s�ator above named, as and for his Last Will and Testament, and in tne presence of us , who at his request , in his presence and in the presence of each other, have subscribed our names as witnesses . �- �, ��, "��= / � �j��J/'�-L�- .� /v ' �ar�;C��+I G�- t�[%f / � L� � p �1, � � .,� G C r � W�tness ;�� Address � j'7�7� -- "7� ,,,. ' � - � �1� ;t� .-;;�. � ;,��• � ��L�• ��,,; ./:•��.:� -, ,� . `�.� � ti - ,a�tness � Address � /'��'��/�' ?G v C�MMOIVWEALTH OF PENNSYLVANIA) ) SS . CvUNTY OF CUMBERLAND ) I , JACK E. SCHUMAC�:ER, the Testator whose name is signed to the a��ached or foregoing instrument, having been duly qualified according � to law do hereby acknowledge that I signed and executed this instru- ment as my last will ; that I signed it willingly and that I signed it i as my free and voluntary act for the p oses �her�ein contained. , � . � �^ l � � � i L, ' �7��'--� ��G �i / JACK E. SCHUMACHER I� I; i� �j page 9 of 11 II �i I Sworn to or affirmed to and acknowledged before me by JACK E . SCHUMACHER, the Testator, this /�, � � day of �j��.�-+-- , 1999 • , I{Q� .! /� tie�- ; � � N tary P ic NOTAREr'' SEAI. KAYE R. LUCKEY, Not4ry Pubiic New Cumherl3nd 8oro. Curt:beriand Co. My Commission Expires March 27,2001 COMMONWEALTH OF PENNSYLVANIA) ) SS . COUNTY OF CUMBERLAND ) . ? . I � / and / �,.i,�" /c!c ' L�.�� I W e�--�'-c.ct��. / / . � . ` . the witnesses wh�s� zamzs are signed to the attached or foregoing iinstrument, being dul� qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as I � his last will; that Testator signed willingly and that he executed it � i ' as his free and voluntary act for the purposes therein expressed; that ; ;i ;� ea�n of us in the hearing and sight of the Testator signed the will as � i Page 10 of 11 I ,h;,- witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound rtind and under no con- straint or undue influence. _ , ` `�! �,� i i �� Witnes$ , / !% . �1 .��. ' ��-i.�!r -•:� =��= ,e�- �-�. - _ _ �"Witness Sworn to or affirmed to and acknowledged before me by �,? �►^ald �S ��e�1�`�5�► and ��f��c'�� L� �la-�Pr , witnesses, this � �` day of � 1999 � ` � <. � � "� otary ublic NOTARi:•,L SEA� KAYE R. LUCI<EY, Notary Public New Cumberl�nd Ooro. Cumheriand C�. ��y Commission Expires March 27,20U1 Page 11 of 11 � .