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Home My WebLink About09-08-14 . . • 1505611185 ' � �C\/�� COO EX(02-11)(FI) C�V �7 OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau oflndividualTaxes INHERITANCE TAX RETURN 27i 14 ;� PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY �57,52014 �5],z191? DecedenYs Last Name Suffix DecedenYs First Name MI HOLTZINGER LEWIS T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW � 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) � 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 �edule O) � - CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAT I�j�OULD BE't�TRECT�' Name Daytime 1"eleph�e�mber � � � STANLEY A • SMITH, ESQ • 71,7-233�5�3�. �" �{ � � �-�; REGIST.ER��V11fLLS US NLY:;7 `:-� �,� y :.:r _.�� -+l 1 4 First Line of Address w.i� �„� °�":: i N r: RHOADS & �IIJON LLP . � � Second Line of Address � � P - 0 • BOX 11,46 City or Post Office State ZIP Code � DATE FILED HARRISBURG PA ],7108 CorrespaidenYse-mai�add�ress: SSMITHa�RHOADS—SINON • C0�1 Under penalties ef perjury, I ' that I have examined this return,including accorr�panying schedules and statements,and to the best of my knowledge and belief, it is tr rect and compl te. Der.lar ' n of p;eparer other than the personal representative is based on all information of which preparer has any knowledge. GNATUREOF FSO ' 'ES?ONS�BLE R FILING RETURN DATE ADDRESS ORRSTOWN BANK P • 0 • BOX 25CJ SHIPPENSBURG, PA Z7257 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DAI�E ADDRESS RHOADS & SINON LLP, P • 0 • BOX 11,46, HARRISBURG, PA 1,7108 PLEASE USE ORIGINAL FORM ONLY 5ide 1 � v� � 1505617,1,85 ornasa� s000 15�5611185 � � 1505611285 REV-1500 EX(FI) DecedenYs Social Security Number Decedent�sName HOLTZINGER LEWIS T RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . � � - Q� 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2. ❑ • �� 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , , g. � • �� 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. Q • �Q 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. 4 7,6 7 3 • �3 6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , , , g. � • �� 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . 7. 2,14 2,9 7 6 • 8� 8. Total Gross Assets (total Lines 1 through 7) . . . . . . . . . . . . . . . . . . g, 2�19�,6 4 9 • 8 3 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . g. 5 7,9 2 3 • 19 10. Debts of Decedent, M ortgage Liabilities,and Liens(Schedule I) , , , , , , , , , �p, 3,2 0 9 • 8� 1 1. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , 11. 61,7,3 2 • 9 9 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , 12. 2,129, 516 • 84 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , 13. � • 0 0 14. Net Value Subject to Tax(Line 12 minus Line 13) , , , , , , , , , , , , , , , 14. 2,12 9,516 • 8 4 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.O� � • �� 15. � • �� 16. Amount of Line 14 taxable at�inea�ratex.o 45 2,1,29,516 • 81, �s. 95,828 • 26 17. Amount of Line 14 taxable at sibling rate X.12 � . �� • �0 18. Amount of Line 14 taxable at collateral rate X.15 0 , 0� �g. � • �� 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. �I 5,8 2 8 • 2 6 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 15�5611285 1505611285 � OM4648 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Com lete Address: 21 1,4 0 5 4 3 DECEDENTS NAME HOLTZINGER LEWIS T ST}2EET ADDRESS CUMBER AND CITY STATE ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (�) 9 5,8 2 8 • 2 6 2. Credits/Payments A. Prior Payments 9�,0�0 - 0� B. Discount 4 �7 3 6 • 8 4 Total Credits(A+g) �2� 9 4 ,7 3 6 • 8 4 3. Interest (3) � • �� 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) � • �� 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1��91 • 4 2 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 . . . . . . . . . . . . . . . . . . . . . . . . � � b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . : ❑❑ � c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . � � 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : � � 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? 4. Did decedent own an individual retirement account, annuity, or other non-probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � � 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)j.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 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)j. • 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[72 P.S.�9116(a)(1)]. • 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 blood or adoption. oMas�� z.000 REV-1508 EX+(0&12) pennsylvania SCHEDULE E DEPAF2TMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Lewis T Holtzinqer 21 14 0543 Include the proceeds of litigation and the date the proceeds were received by the estate. All pro ert 'ointl owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Messiah Lifeways 1,130.32 Refund of acquisition fee 2 Orrstown Bank Checking Acct. 149000790 46,342.58 Interest accrued to 5/15/2014 0.13 3 Contents of Room at Messiah Village 200. 00 Per estimate of Executor TOTAL(Also enter on line 5,Recapitulation) $ 47,673.03 2wasAD 2.00o If more space is needed,use additional sheets of paper of the same size. REV-1510EX+(OB-09) SCHEDULE G pennsylvania DEPARINIENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Lewis T Holtzinqer 21 14 0543 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 a EXCLUSION TAXABLE ITEM INCLIAETFEN4MEOFTI-E7RANSFEREE.THEIR RELA710NSWP 70 DECEDEM AND DATE OF DEATH /o OF DECD�S NUMBE TFf DA1E OFiRM6FER.ATfALHACAPY OF TI-�DEED FOR REAL ESTATE VALUE OF ASSET It�fTEREST (IF APPLICABLE VALUE _ � Orrstown Bank IRA Acct. 4000044445 16,210.77 100.0000 0.00 16,210.77 Beneficiaries: Daughter, Patricia Ann Gaston; Daughter, Karen Lee Pearson Interest accrued to 5/15/2014 5.33 100.0000 5.33 Decedent established the Lewis T. Holtzinger Revocable Trust under Agreement. dated January 18, 2006. A copy of the Trust Agreement is attached. The Trust Assets are as follows: 2 MONEY MKT OBLIGS TR PRIME CASH INS NNTUAL FUNDS, MONEY MARKET FDS (PRINCIPAL) CUSIP: 60934N625 559.05 100.0000 0.00 559.05 Interest accrued to 5/15/2014 1.50 100.0000 1.50 3 MONEY MKT OBLIGS TR PRIME CASH INS NNTUAL FUNDS, MONEY MARKET FDS I (INCOME) CUSIP: 60934N621 45,406. 64 100.0000 0.00 45,406.64 Interest accrued to 5/15/2014 0.30 100.0000 0.30 4 200,000 Face Ally Bank Midvale Utah Certificate of Deposit 200,338.00 100.0000 0.00 200,338.00 CUSIP: 02005QS20 Interest accrued to 5/15/2014 265.48 100.0000 265.48 5 100,000 Face American Express Centurion Certificate of Deposit 100,279.70 100.0000 0.00 100,279.70 CUSIP: 02587DLS5 Interest accrued to 5/15/2014 46.58 100.0000 46.58 6 200,000 Face Apple Bank for Savings Certificate of Deposit 199,370.40 100.0000 0.00 199,370.40 CUSIP: 0378304B9 Total from continuation sched les . . . . . . . 1,580,493.05 TOTAL(Also enter on line 7, Recapitulation)$ Q,142,976.80 if more space is needed,use additional sheets of paper of the same size. 9W46AF 2,000 Estate of: Lewis T. Holtzinger 21 14 0543 Schedule G (Page 2) Item DOD Value Taxable No. Description of Asset $ Interest Exclusion Value 7 175,000 Face Discover Bank Greenwood, DE Certificate of Deposit 174,997.55 100.0000 0.00 174,997.55 CUSIP: 254671WB2 8 250,000 Face First Niagara Bank Certificate of Deposit 249,973.75 100.0000 0.00 249,973.75 CUSIP: 33583CFJ3 9 250,000 Face GE Capital Retail Bank Inc. Certificate of Deposit 250,292.75 100.0000 0.00 250,292.75 CUSIP: 36163CAM2 Interest accrued to 5/15/2014 369.86 100.0000 369.86 10 20,000 Face Key Bank National Association Ohio Certificate of Deposit 200,066.00 100.0000 0.00 200,066.00 CUSIP: 49306SQX7 Interest accrued to 5/15/2014 201.37 100.0000 201.37 11 250,000 Face Orrstown Bank Certificate of Deposit 250,000.00 100.0000 0.00 250,000.00 12 250,000 Face Susquehanna Bank Certificate of Deposit 249,698.25 100.0000 0.00 249,698.25 CUSIP: (86910RBV9) 13 17,711.657 Shares VANGUARD PA TAX FREE FD LONG TAXEX ADM NNTUAL FUNDS, MONEY MARKET FDS CUSIP: 92204L302 204,569.64 100.0000 0.00 204,569. 64 Dividend accrued on 5/15/2014 323.86 100. 0000 323.88 Total (Carry forward to main schedule) 1,580,493.05 REV-1511 EX+�o�.,3, SCHEDULE H pennsylvania DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Lewis T Holtzincrer 21 14 0543 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: � Auer Cremation Services of PA, Inc. 365.71 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 27,500.00 Name(s)of Personal Representative(s) Orrstown Bank _ Street Address P.O. Box 2 5 0 City Shippensburg State PA ZIP 17257 Year(s)Commission Paid: 2. Attorney Fees: 27,500.00 3. Family Exemption: (If decedent's address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 193.50 5. Accountant Fees: 1,500.00 6. Tax Return Preparer Fees: 7. 1 Rhoads & Sinon, LLP Reserve held for anticipated closing costs 500.00 2 The Patriot News 288.98 Total from continuation schedules . . . . . . . . . 75.00 TOTAL(Also enter on Line 9,Recapitulation) $ 57 923.19 awas,a�z.000 If more space is needed, use additional sheets of paper of the same size. . _ . . _ _ _ Estate of: Lewis T. Holtzinger 21 14 0543 Schedule H Part 7 (Page 2) 3 Cumberland County Legal Journal 75.00 Total (Carry forward to main schedule) 75.00 REV-1512EX+�,Z.,z, SCHEDULE I pennsylvania DEPARTMENTOF REVENUE DEBTS OF DECEDENT� INHERITANCETAXRETURN MORTGAGE LIABILITIES 8 LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Lewis T Holtzinqer 21 14 0543 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 �� Messiah Lifeways - ID#40602 - Payment for medical services rendered. 2��21• 98 2 Optum RX 5.00 3 Jackson Siegelbaum Gastroenterology 18. 66 4 Comcast Cable 126.00 5 Verizon 2• 92 6 Alert Pharmacy Services, Inc. 21.00 7 AT&T 18.89 8 Messiah Lifeways - ID#900475 - Payment for services rendered. 21.75 9 Holy Spirit Hospital - Payment for medical services rendered. 273. 60 TOTAL(Also enter on Line 10,Recapitulation) $ 3 209.80 zwasaH z.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) SCHEDULE J pennsylvania DEPARTMENTOF REVENUE BENEFI CIARI ES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Lewis T. Holtzin er 21 14 0543 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 outright spousal distributions and transfers under Sec. 9116(a)(1.2).] �. Scott Gaston 1304 Veranda Way Lancaster, PA 17601 2$ of Residue under Article III (C) (1) of Trust: 42,266.01 Grandson 42,266.01 2 Bradley Gaston 250 N. 36th Street Camp Hill, PA 17011 2$ of Residue under Article III (C) (1) of Trust: 42,266.01 Grandson 42,266.01 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. �� NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISIRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LiNE 13 OF REV-1500 COVER SHEET. $ 0.00 swasni z.000 If more space is needed, use additional sheets of paper of the same size. _ _ _ _ _ _ . _ Estate of: Lewis T. Holtzinger 21 14 0543 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 3 Kelly Gambino 150 S. Pikeland Avenue Spring City, PA 19475 2� of Residue under Article III (C) (1) of Trust: 42,266.01 Granddaughter 42,266.01 4 Christine Pearson 249 Winding Way Camp Hill, PA 17011 2$ of Residue under Article III (C) (1) of Trust: 42,266.01 Granddaughter 42,266.01 5 Robert Pearson, a minor c/o Karen Lee Pearson 249 Winding Way Camp Hill, PA 17011 2� of Residue under Article III (C) (1) of Trust: 42,266.01 Grandson 42,266.01 6 Patricia A. Gaston 208 Daisy Drive Mechanicsburg, PA 17050 Orrstown Bank IRA Acct. 4000044445 Inventory Value: 8,105.38 Accrued: 2. 66 45� of Residue under Article III (C) (2) of Trust: 950,985.33 Daughter 959,093.38 7 Karen L. Pearson 249 Winding Way Camp Hill, PA 17011 Orrstown Bank IRA Acct. 4000044445 Inventory Value: 8,105.38 Accrued: 2. 66 45� of Residue under Article III (C) (3) of Trust: 950,985.33 Daughter 959,093.38 ESTATE OF LEWIS T. HOLTZINGER REV 1500—Pennsvlvania lnheritance Tax Return SSN: 173-09-7710 1. Last Will and Testament Page l, Number 6 2. Messiah Lifeways Schedule E, Number 1 3. Orrstown Bank Schedule E, Number 2 Schedule G,Number 1 4. Lewis T. Holtzinger Revocable Trust Schedule G,Number 2-13 961694.1 '�::_<-, �:v,,:-;; LAST WLLL AND TESTAMENT OF � �C� [f�� LEWIS T. HOLTZINGER Original held by Flhqada & Sinon LLP T,LEWIS T. HOLTZINGER, of Camp Hill, Ctimberland County, Permsyhraiva, being of sound and disposing mind and inemory, do make,publish and declare this to be iny Last Will and Testament, hereby revoking all Wills and Codicils by n�e at any tiine previously nnadc. I arn married to Yolanda M. IIoltzinger{hereinafter refezxed ta as "My Spouse") and the cliildren bom of our marriage are Patricia Ar�n Gaston and I�aren Lee Pearson. As used herein the teim "my children" shall refer to thz aforelisted children boin of my marriage with My Spouse. 1. TANGIBLE PERSONAL PROPERTY. I give and bequeath all of my household fui7ziture and furnishings, automobiles,boolcs,pictures,jewelry, china, .,rystal, appliances, silverware,wearing apparel, articles of 1lousehold or personal use �r adorninent, collections, artworks, boats and recreationaI equipment and vehicles, computers (including all items of l�ardware and software used with or for my computers), together with all policies of insurance thezeon, to My Spousa, if My Spouse sutvives me. If My Spouse does not survive me, I give all such articles of tangiUle personal property ta my issue living at iny death, per sti�pes. Any cost of pacicing and shipping said persoi�alty to the benef ciaries, including ii�surance, shall be paid by my Exeeutor as a general admiiustration cost. My Exeeutor shall select such articles, if any, as Page 1 of 7 Pages 590004.1 590Q04.1 . • t:��-:�:� �-F..._.��:.sa such Executor deems appropriate for any minor and deliver the articles to the minor or to any person or persons chosen by such Executor whose receipt shall be a complete acquittance therefor. If any such articles cannot be fairiy divided or distributed in kind in the opinion of my Execuior, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate, 2. RESIDUE. I give, devise and bequeath all the rest and residue of my property,real,personal and mixed, not disposed of in the preceding portions of this Will, including all property over which I hold a po�ver of appointment (which powers of appointment I hereby exercise in favor of my estate), to the then Trustee of"The Leu�is T. Holtzinger Revocable Trust" created by a trust agreament dated the same date as this Will Uetween me, as Settlor, and ORRSTOV�rN BANK, witn offices in Cumberland County, Pennsylvania, as Trustee, to be held, administered and disposed of in accordance with the tet7ns of such trust as the same may be amanded at my date of death. 3. SPBNDTHRIFT PROVISION. No interest in income or principal of my estate shall be subject to attachrz�ent, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate prior to tha beneficiazy's ae•tual receipt t�iereof. My Executor shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (excepf as may be specifically provided herein), pledging or assigninent by any beneficiary of my estate and without regard to any claim thereto ar attempted levy, attachment, seizure or other process against said bei�eficiary. Page 2 of 7 Pages t�� F.�;.-ir.i 4. SURVIVAL PRESUMPTIONS. Any person who shall have died at the sazne time as I or under such circumstances that it is difficult or impossible to detennine who shall have died first, slzall be deeined to have��•edeceased me. 5. FIDUCIARY POWERS. In the settlement of my estate, my Executor sl�all possass, amoiig others,the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a} To retain any investments I may have at my death so long as my Executor may daem it advisable to my estate so to do, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates. (b) To vary investments,when deemed desirable by the E�ecutor, and to invest in every kind of propei�ty and type of invesiYnent,including securities owned, issued or unden�ritten by any corporate Executor or any of its affiliates, or as to which such Ehecutor or its affiliate acts as investment advisor, as the Executor shall deem wise. (c) vi order to effect a division of the principal of my estate or for any other purpose, including any final distribution of rny estate,my Executor is authorized to make said divisions or distributzons of the personalty and realty partly or wholly in kind. If such division or distribution is made in kiz�d, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or dis�-ibution ui lcind, my Executor shall divide or distribute said assats in a manner which will fairly allocate any unrealized appreciation anlong the beneficiaries. (d) To se11 eithar at public or private sale and upon such terms and conditions as niy Executor may deem advantageous to my estate, any or all real or personal estate or interest thei•ein owned by my estate severally or in conjunction with other persons or acquired afler my death by my Executor, and to consummate said sale or sales by sufrcient deeds or otlier instrtunents to the purchaser or purchasers, conveying a fee simple title, free and clear of a11 trust and without ol�ligation or liability of the ptu•chaser or purchasers to see to the application of the purchase money oz to make inquiry into the valiclity of said sale or sales; a1so, to make, execute, acknowledge and deliver any and all deeds, assignme�its, options or Page 3 of 7 Pages �:� 'ti:� other writings which may be necessazy or desirable in carrying ou# any of the powers conferred upon my Executor in this paragY�aph or elsewl�ere in this Will. (e) To mortgage real estate and to make leases of real estate for any tezm. (� To borrow money frorn a.ny party, including rny Executor, to pay indebtedness of mine ar of my estate, expenses of ad.ministration,Death Taxes or other taxes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate. (h) To vote any shares of stock which form a part of my estate or trust and to otheitivise exercise a11 the powers incidei�t to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint venttues and partnerships, and to incorporate any such uzxi�ICOrporated business,with all the rights and powers of any owner thereof. (i) In the discretion of my Executor to unite with any other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate, (j) To assign to and hold in my estate an undivided portion of any asset. (k) To hold investments in the name of a nominee. {1) To compromise controversies. (m) To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing to me by Will, intestaey, contract,joint ownership, operation of law or o�ierwise. �Il} To designate one or more persons or a corporation to act as ancillary fiduciary in any jurisdiction in which ancillaiy administration may be necessary, such ancillary fiduciary to serve�vithout bond or security and to have all the po�vers, authorities and discretions conferred heretuider. (o} To employ and compensate from income or principal, in the Page 4 of 7 Pages '-.,,:,.-., �.;ti�R;y discretion of my Executor, investment and Iega] counsel, accotintants, brokers and other specialists, and,whenever there shall be no corporate Executor in office, a corporate custodian, and to delegate to investment counsel discretion with respect to the investment and reinvestment of any or alI of the assets held hereunder. 6. EXCULPATORY CLAUSES. Tn the settlement of my estate: (a} My Executor shall not be personally liable for any loss to my estate or to any benefaciary of my estate resulting from an election made in good faith to claim a deduction as an income taac deduction or as an estate tax deduction. (b) In valuing property in iny gross estate for the puiposes of any Death Ta�.,my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decisiozi made in good faith to use a particular valuation date. 7. TA� CLAUSE. Except to the exient paid by tr�e Trust descnibed in ITEM 2, all inheritance, estate and similar ta�:es becoming due by reason of my daath, except any ta.xes relafing to generation sl:ipping transfers imposed under Chapter 13 of Subtitle B of the Internal Revenue Code, as amended ("Death Ta�:es"),�vhether such Death Taxes sl�all be payable by my estate or by any recipient of any property, shall be paid by my Executcr out of the property passing under ITEM 2 of this Will as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain xeimbu.rsement for any Death Taxes paid by my Executor, even thotlgh paid with respect to proceeds of insurance or other property not passing luider tl�is Will. 8. CUSTODIAN OF ESTATES. If at any time any individual under the age of twenty-one shall be entitled to receive any assets free o£tn�st by reason ofmy death, whether payable heretiu:der,by operation of Iaw or otherwise,I appoint my Executor hereinaftez named(or Page 5 of 7 Pages � `� , , a�zy such persons as may be designated by such Executor) as Custodian for such individual under the Pennsylvania Uniform Transfers to 1Vlinors Act. 9. EX�CLT'TOR POWERS REGA.RDING BASIS ADJiJSTMENT. I hereby authorize my Executor in my EYecutor's sole and absolute discretion to allocate any adjust�nents to the income tax basis of assets of my estate to such assets as my Executor deems to be appropriate. I recognize that this power gives my Executor broad latitude��l�ich I wish my Executor to exercise while taking into account such factors as my Executor deems beneficial to all of the beneficiaries of my estate. My Executor shall not be liable for a�ty loss to my estate or to any beueficiary of my estate resulting froin such allocation made in good faith. 10. EXECUTOR APPOTNTMENT. I hereby appoint My Spouse, I'OLANDA M. HOLTZINGER, as Exeeuhix of this Will. If for any reason My Spouse should fail or cease to act,I appoint ORRSTOWN BANK, with offices in Cumberland County,Pennsylvania, as Executor. All references in this Will to my'Bxecutor" shall refer to my originallynamed Executrix or to my successor Executor, as the case may be, 11. WATVER OF BOND; FIDUCIARY FEES. The Custodian and my Executor shall qualify and serve without the duty or obligation of filing any bozld or other security. Any corporate fiduciary sha11 be entitlad to compezasatian for services zn accordance wztki the standard schedule o£fees in effect when the services are rendered. ' Page 6 of 7 Pages � �(...':YSudi� 'y.s�.�..��. '�..�.. ..� .� . . . _ , t.: �:r• � LL .��.. 4v l-ti-:..4::i:. 'r��'.� x!'ir..�,. ...: :'��.: ..y �� ` . . .r' ..: �.. .... � . . . . . .... �._ > : _.,. , . .:.:� . � .�..:� . �. . . . . .,.... .�.;� . � ' . . .-.'.. .:�r.� TN�'JI'IT�TESS WHER.EOF,I have set my hand and seai to this, my Last Wi11 and Testament, consisting of this and the preceding six {6) pages, this�day�f . h V �r��2�05. . �---�� ' � ;_e-_� (SEAL) Lewis T. Holtzin�e � We, the undersigned,hereby certify that the foregoing Will was signed, sealed, published an.d declared by the above-named Testator as and for his Last Will and Testament,in the presence of us,who, at his request and in his presence and in the presence of each o*,hez, have hereunto s et our hands and seals tk�e day and year above��rritten, and we certify that at the ti.me of the execution thereof, the said Testator was of sound and disposing mind and mernory. (SEAL) Residing at:�„��'1� � � �. ` U� � `.��- '��c.. SEAL Residin at: L G- a .,-,�,=r..-` " �. ..C� (�/' ��#' C ) � � �.r .� ��r_�.�� •� � � -�C� �-. . Page 7 of 7 Pages �F:�,:�:, `<,�:,: _:,� �- i -'� !-n "' �� ,�....� .'.:-:, . .''s.. �. ' " ..:��F.. . _ _ _ . ...�.. '�._:�'. ':v. _ .. . .. ... .. .... " _ ...-.�t�. ._,.:.�.. . ... .. ._.._ .... . ,,...� -�.�. �.-.. ' _ . �'.: ti� .c _ - '.J� u+3�r. ^'Y ,�J .. . . y.,.y . ".k-•�..,1 '.- 'J . . Y`-. 1i .r i:-!�r ir° ._. � : �... � . .,..... ...::;�' r '.". . .. . . . . ..._.. ...'::. ...::.. . . :.�,. _,,:..,,- . . .... : �. . ..: .a..c , ..•'' ...�>tli ,'�. ..._......., CONIIv10NWEALTH OF PENNSYLVArTIA , . SS: COUNTY OF DAUPHIN � , � We,LEWIS T.HOLTZTNGER,,�� Iti and �� ,+,he Testator and the Witrzesses, respectively,whose names are v signed to the foregoing instnament,having been swom, do hereby declare to the undersigned officer that the Testator, in the presence of the Witnesses, signed said instnunent as his Last Vrrill and Testament, that he signed voluntarily,that each o£the witnesses, in the presence of the Testa.tor and of each other, signed said��ill as a witness and that to the best of the knowledge of each witr7ess, the Testatar was at the time of sound mind and under no constraint or undue znfluence. n _ v�ris T. tzin �r � ��itness �.-i-�,�� '�t t�'- . i ess �" Subscribed and aclrnowledged before me by LE�xTIS T. H4LTZINGER,the Testator, and subscribed and swozn to before me by �� 5��- �and `�', i � , the wi�esses, on tt�is �� day of �-Q.-,�ut , , � 2006. ��ti � I�rq�tary Public � My Commission Expires: (SEAL) � � �or�N�or�� w�a�rFr or-r-ciJr�s��v,°,��,z �..�� Notarial SEaI Judith L.Krape,hlp��,p�blic City Of Flamsb�;,�.Dauphln County My Comm!ssion i,xpires Q�,qq., ------------_._, 20�7 lide�r,l��r,°en�a•y��-:;nie Assocr�t're�Of I�diari�� ` ^fti�S�I,�H . �� June 6, 2014 I'atricia Gas*cn 2U8 Daisv Dr. Mechanicsbur�, PA 170�0 De.ar Patricia: I am �t�ritin�to }�ou conce.tming the refund due for tlze apartrnent occupied by Le��is I-Iolizin�er at 8Ca Oak C)val, Messiah Village. "I'he acquis'rtion fee paid for the unit in April 2U06 ��as �l 13,032.00. 'I�he a�reement ��as terminated June l, 201�. The acquisition fee «�as amortized o��er 99 monihs l�a��in� a refund in the amount of$1,1�0.�2 (see enclosed amortization schedule). 1�1�e payment of the refund 1��i11 take place upon acquisition of the unit by another resident. If you I�ave any questions re�,arding the refund. plcase call me at (717)591-7?0=�. Sincerelv. � � - , . ��1�LC.� ��i :�'-c�i t ��ai..��1 Michele Ma��lich Br��m Director of�iilancial O}��:rati��ns Encl. �-�� . � �� :��-� �. � c�� , � _ a � T� - �� . m�° � �. : � , . . �� . . �., �s_t ��e � � '�u� m - .rta.a u �m � . . "� t*�!f _° � � ! �""0. 1� �. � E �s� � ..e � p�k k � �t a ah�;„� `� �� 1 �� . . �� ar lC 4t ! a 4,=�- ',�, � �.� . t v�� -�' i :. � �� . ,a . . - ....,.. ....� . ... x . �,.rs � _ r . . �... :.� „z:.�„��.ze�,.��'.,,,,.z�z s� ,� w w�� .�. ,��;�,.x iti.�w�hz."''� �;:.. � ..�',�.�.�. � ..a.�.. �i ...''�ea..s�, '4��::�".asr:a..;�t�F.1-�. �.�.ra-�-.� .r.vr�.�. .�.,: L..�..e�+q-�...e. ..�.,3,xF.,.....�...a.�.wu June 6, 2014 Orrstown Bank ATTN: Daniel Baer Shippensburg Branch Re: Estate of Lewis T Holtzinger Jr Social Security Number 173-09-7710 Date of Death OS/15/14 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FOLLOWING ACCOUNT WITH ORRSTOWN BANK: CHECKING ACCOUNT Account No- 149000790 Account Type- 50+ Interest Checking Account Title- Lewis T Holtzinger Date Opened- Ol/09/12 Joint Account (name/date) No Balance- $46,342.5 8 Accrued Interest $0.13 TIME DEPOSIT Account No- 4000044445 Account Type- 24-29 Month IRA CD Account Title- Lewis T Holtzinger Date Opened- 08/Ol/12 Joint Account (name/date) No Balance- $16,210.77 Accrued Interest $5.33 Best Regards, Lisa Kline Deposit Processing Clerk III -: :� � ` � Estate Valuation / Orrstown Financiai Advisors Daniel K. Baer VP, Trust Officer & Financial Advisor Date of Death: OS/15/2014 �J Estate of: Lewis Holtzinger Rev Trust Valuation Date: OS/15/2014 � Account: 1163 Processing Date: O5/26/2014 Report Type: Date of Death Number of Securities: i0 File ID: L. iioltzinger Rev Trust #1163 Shares Security Mean and/or Div and int Security or Par Description High/ASk Low/Bid Adjustments Accruals Value i) 20000D ALLY BK NtIDVALS UTAH (02005QS20) Interactive Data Corporation �TD: 09/19/2012 Mat: 09/19/2014 0.85% OS/15/2014 lOD.16900 Mkt 100.169000 200,338.00 Int: 03/19/2019 to OS/15/2014 265.46 Note: Put Option on DOD 2) 100000 AMERICAN EXPRESS CENTRN (02587DLS5) Interactive Data Corporation DTD: 10/25/2012 Mat: O1/26/2C15 0.85% OS/15/2014 100.27970 Mkt 100.279700 100,279.70 Int: 04/25/2014 to D5/15/2D14 46.58 Note: Put Option on DOD 3) 200000 APPLE BK FOR SVGS N Y (0378304B9i Interactive Data Corporation DTTJ: 04/30/2014 Mat: 04/30/2015 0.3% O5/15/2014 99.68520 Mkt 99.68520C 199,370.40 Note: Put Option on DOD 4) 175000 DISCOVER BK GREENWOOD DEL (254671WB2) Interactive Data Corporation DTD: 09/18/2013 Mat: 09/18/2014 0.45e O5/15/2014 99.99860 Mkt 99.998600 174,°.97.55 Note: Put Option on DOD 5) 250000 rIRST NIAGP.RA BK N A NY (33583CFJ3) Interactive Data Corporation DTD: 12/27/2D13 Mat: 06/27/2014 0.350 OS/15/2014 99.9695D Mkt 99.989500 249,973.7� Note: Put Option or. DOD 6) 250000 GE CAP BK INC RETAIL (36163CAM2) Interactive Data Corporation DTD: 07/26/2013 Mat: 10/27/2014 0.5� DS/15/2014 100.11710 Nkt 100.117100 250,292.75 Int: O1/27/2014 to OS/15/2014 369.86 Note: Put Option on DOD 7) 200000 KEY BK NATL ASSN OHIO (99306SQX7) Interactive Data Corporation DTD: O1/30/2013 Mat: 07/30/2D14 0.35% OS/15/2014 100.03300 Mkt 100.033000 200,066.00 Int: O1/30/2014 to O5/15/2014 201.37 Note: Put Option on DOD 8) 250000 SUSQUBHANNA BK LITITZ PA (86910RBV9) Interactive Data Corporation DTD: O1/22/2014 Mat: Ol/22/2015 0.35% OS/15/2014 99.87930 Mkt 99.879300 2a9,6°8.25 Note: Put Option on DOD 9) 17711.657 VANGUARD PA TAX FREE FD (92204L302) LONG TAXEX ADM Mutual Fund (as quoted by NASDAQ) O5/15/2014 11.55000 Nkt � 11.550000 204,569.64 Daily Div. Accrual as of OS/15/2014 323.88 10) unknown Symbol (OBCD1163F) 0.00 Page 1 This report was produced with EstateVal, a p_oduct of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (B18) 313-6300 or www.evpsys.com. (Revision 7.4.0) • Date of Death: OS/15/2014 Estate of: Lewis Holtzinger Rev Trust Valuation Date: OS/15/2014 Account: 1163 • Processing Date: OS/28/2014 Report Type: Date of Death Number of Securities: l0 Fi1e ID: L. Holtzinger Rev Trust #1163 Total Value: $1,829,586.0a Tota_ Accrual: $1,207.17 Total: $1,830,793.21 Portfolio Endnotes Federated Money Market - Principal #60934N625 $559.05 Accrued Int. $1.50 Federated Money market - Income �60934N621 5 45,406.64 Accrued Int. S 0.30 Completed on 5/28/2014 By: � ' I � c �Q"'_'- / chele J. Reed, Fidticiary Administrative Assistan� Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. 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A O O a ai N 0/ A1 01 N N N N O O � N Q �G �C �G � � V V � c�p O O O � A A A 7 7 �i � N � N O G1 m a �m A � O A �,y� : _ _ _ � ��,� � �� ` . - ��-�°�_ � _ ,_ REVOCABLE AGREEMENT OF TRUST "The Lewis T.Holtzin�er Revocable Trust" THIS REVOCABLE AGREEMENT OF TRUST ("Agreement") is made and entered into this � day of � ��(,i f��L , 2006, by and between LEWIS T. HOLTZINGER, of Camp Hill, Cumberland County, Pennsylvania (the "Settlor"), and ORRSTOWN BANK,with offices in Cumberland County,Pennsylvania(the"Trustee"). WITNESSETH: WHEREAS, the Settlor is the owner of the assets set forth on Schedule "A", attached hereto and made a part hereof; and WI-�REAS, the Settlor may in the future place the active management and control of certain other property in the hands of the Trustee. NOW, THEREFORE, for and in consideration of their mutual covenants and promises,the parties agree as follows: P 590005.1 ARTICLE I Trust Assets The Settlor, or any other party or person, may from time to time make policies of insurance on Settlor's life, individual retirement account benefits, and/or qualified or non-qualified retirement plan benefits payable to the Trustee, or may transfer other assets to the Trustee, subj ect to the terms of this Agreement, by inter vivos grant or by Will. The trust assets shall include the proceeds of any insurance policies payable to the Trustee (collectively hereinafter called the "Policies"), the assets identified on Schedule "A" and all such other benefits or later added assets (collectively the "Trust Assets"), all of which shall be held, adnunistered, distributed and govemed by the Trustee, IN TRUST NEVERTHELESS, in accordance with the provisions of this Agreement and any amendments hereto. ARTICLE II Durin�the Settlor's Lifetime During the Settlor's lifetime,the Trustee shall: (A) Have, hold, manage, invest and reinvest the same, to collect the income and to pay over the net income to the Settlor during the Settlor's lifetime as may be directed by the Settlor from time to time after payment of all proper charges and expenses. In addition, the Trustee shall pay such portion or all of the principal of the Trust Assets to the Settlor as the Settlor may from time to time request. Any income not distributed to the Settlor during the calendar year shall be added to Trust principal. (B) Pay and use such portion or all of the principal of the Trust Assets as the Trustee, in the Trustee's sole discretion, from time to time shall deem necessary to provide for the proper maintenance, support, medical,hospital,nursing or nursing home care of the Settlor or the Settlor's spouse, YOLANDA M. HOLTZINGER (th�"Settlor's Spouse"). -2- _. _ __ . _ _ __ _ (C) Pay either from the principal or income of the Trust Assets any outstanding bills or obligations owing by the Settlor. (D) Whenever and as often as the Settlor, to whom payments of income and principal are herein directed to be made, shall be unable to act, or shall lack ability, or, in the sole judgment of the Trustee, shall otherwise be unable to apply such payments to the Settlor's own best interest and advantage, the Trustee, in the Trustee's sole discretion, may make all or any portion of such payments in any one or more of the following ways: (1) directly to the Settlor; (2) directly to the Settlor's Spouse; (2) to the legal guardian or duly authorized attorney-in- fact of the Settlor; or (3) by the Trustee expending the same for the benefit of the Settlor or the Settlor's Spouse. ARTICLE III Upon the Settlor's Death Upon the death of the Settlor, the Trustee shall distribute the Trust Assets as follows: (A) To the Settlor's Spouse,if the Settlor's Spouse survives the Settlor. (B) If the Settlor's Spouse disclaims all or any portion of the Trust Assets intended to pass to the Settlor's Spouse under subparagraph (A) of this ARTICLE, said disclaimed property shall be held by the Trustee, IN TRUST NEVERTHELESS, to be held, administered and disposed of in accordance with ARTICLE IV for the benefit of the Settlor's Spouse and the Settlor's issue (hereinafter referred to as the"Unified Credit Trust"). (C) If the Settlor's Spouse does not survive the Settlor, the Trust Assets shall be distributed as follows: � -3 - __ _ _ (1) Ten Percent (10%) of such remaining Trust Assets to the Settlor's grandchildren living at the Settlor's death, per capita, with each grandchild receiving an equal share; provided, however, that such distribution shall be subject to ARTICLE XV hereof if the grandchild has not then attau7ed the age of twenty-one(21) years. (2) Forty-Five Percent (45%) of such remaining Trust Assets to Settlor's daughter, PATRICIA ANN GASTON, if she survives the Settlor, or if she does not survive the Settlor, to Patricia's issue living at the Settlor's death,per stirpes. Lf Patricia and all of her issue are deceased at the death of the Settlor, then the share passing under this paragraph(C)(2) shall be added to the share passing under paragraph(C)(3)hereof. (3) Foriy-Five Percent (45%) of such remaining Trust Assets to Settlor's daughter, KAREN LEE PEARSON, if she survives the Settlor, or if she does not survive the Settlor, to Karen's issue living at the Settlor's death, per stirpes. If Karen and all of her issue are deceased at the death of the Settlor, then the share passing under this paragraph(C)(3) shall be added to the share passing under paragraph(C)(2)hereof. Notwithstanding the foregoing, if any beneficiary under paragraph (C)(2) or (3)has not attained the age of twenty-five (25) years at the death of the Settlor, each such issue's share shall be retained by the Trustee, IN FURTHER TRUST NEVERTHELESS, to be held, administered and disposed of as a separate trust estate in accordance with ARTICLE V(the"Retention Trust"). ARTICLE IV The Unified Credit Trust The Trustee shall have, hold, manage, invest and reinvest the assets of the Unified Credit Trust, collect the income and (A) Beginning at the Settlor's death, the Trustee sha11 pay over to the Settlor's Spouse during such spouse's lifetime the net income of the Unified Credit Trust in quarterly installments and such portions of the principal of said Trust as, in the sole discretion of the Trustee, shall be necessary for the Settlor's Spouse's maintenance, support, medical and nursing care, taking into consideration any other means readily available for such purposes. _ � -4- __ __ _ (B) Upon the death of the Settlor's Spouse, the Trustee shall distribute the then remaining principal and any undistributed income of the Unified Credit Trust as follows: (1) Ten Percent (10%) of such remaining Trust Assets to the Settlor's grandchildren living at the death of Settlor's Spouse, per capita, with each grandchild receiving an equal share; provided, however, that such distribution shall be subj ect to ARTICLE XV hereof if the grandchild has not then attained the age of twenty-one (21)years. (2} Forty-Five Percent (45%) of such rema.ining Trust Assets to Settlor's daughter, PATRICIA ANN GASTON, if she survives the Settlor's Spouse, or if she does not survive the Settlor's Spouse, to Patricia's issue living at the Settlor's Spouse's death, per stirpes. If Patricia and all of her issue are deceased at the death of the Settlor's Spouse, then the share passing under this paragraph (B)(2) shall be added to the share passing under paragraph(B)(3)hereof. (3) Forty-Five Percent (45%) of such remaining Trust Assets to Settlor's daughter, KAREN LEE PEARSON, if she survives the Settlor's Spouse, or if she does not survive the Settlor's Spouse, to Karen's issue living at the Settlor's Spouse's death, per stirpes. If Karen and all of her issue are deceased at the death of the Settlor's Spouse, then the share passing under this paragraph (B)(3) shall be added to the share passing under paragraph(B)(2)hereof. Notwithstanding the foregoing, if any beneficiary under paragraph (B)(2) or(3)has not attained the age of twenty-five (25) years at the death of the Settlor's Spouse, each such issue's share shall be retained by the Trustee, IN FURTHER TRUST NEVERTHELESS, to be held, administered and disposed of as a separate trust estate in accordance with ARTICLE V (the"Retention Trust"). ARTICLE V The Retention Trust The Trustee shall have, hold, manage, invest and reinvest the assets of the Retention Trust, collect the income and (A) Until the beneficiary of the Retention Trust (the "Beneficiary") shall have attained the age of twenty-one years, the Trustee shall from time to tim�'pay to or for the benefit of the Beneficiary such amounts of the net income -5- ��, - and principal of the Retention Trust as, in the sole discretion of the Trustee, shall be necessary for the Beneficiary's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. At the end of each year any unexpended income shall be added to the principal of the Retention Trust. (B) After the Beneficiary shall have attained the age of twenty-one years, the Trustee shall thereafter pay to the Beneficiary the net income derived from the Retention Trust in installments not less frequently than quarterly and such amounts of the principal as, in the sole discretion of the Trustee, shall be necessary for the Beneficiary's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. (C) If at the time of the creation of the Retention Trust the Beneficiary shall have then attained the age of twenty-five years, or if the Beneficiary shall thereafter attain that age,the Trustee shall distribute outright to the Beneficiary the then remaining principal and any accumulated income of the Retention Trust. (D) If a Beneficiary shall die before fmal distribution of the assets of the Retention Trust is made, the then remaining principal and any undistributed income of the Retention Trust shall be distributed to the Beneficiary's issue then living, per stirpes; or if the Beneficiary has no issue then living,to the issue then living of the parent of the Beneficiary who was a child of the Settlor, per stirpes, or, if such parent has no issue then living, to Settlor's issue then living,per stirpes; provided, however, that if any such beneficiary has not then attained the age of twenty-five years, each such beneficiary's share shall be held in trust under this ARTICLE for the benefit of such beneficiary. ARTICLE VI Perpetuities Provision Notbing herein is intended to, nor shall it be construed to, postpone the vesting of any part of the assets of this trust or of any separate trust estate created hereunder for more than twenty-one years after the death of the survivor of the Settlor, the Settlor's Spouse and the Settlar's issue living at the Settlor's death. At the expiration of such period the assets of this trust and all of � -6- - - ��-:�:...�....�„�-. the separate trust estates hereunder shall immediately vest in fee simple absolute in and be distributed outright to the person or persons then entitled to receive the income therefrom, whether in the Trustee's discretion or otherwise. ARTICLE VII �endthrift Provision No part of the income or principal of the property held under any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in banl�-uptcy of any beneficiary prior to his or her actual receipt thereof. The Trustee shall pay over the net income and the principal to the parties herein designated, as their interests may appear, without regard to any attempted anticipation (except as specifically provided herein), pledging or assignment by any beneficiary under any trust created hereunder, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ARTICLE VIII Trustee Powers During the continuance of any trust created hereunder, the Trustee shall possess, among others, the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (A) To retain any investments so long as the Trustee may deem it advisable so to do, including securities owned, issued or underwritten by any corporate Trustee or any of its affiliates. � -7- -_ _ _ _ _ __ _ _ _ - ; , .__� _ _ _ __ ___ �..._.., � � ;� . : ; ... ��.�---�..�- . �..,r�, , , . , . ..�..,�..�.--_.�-..-.m-�-�,�-�.._�: �---__-__..�.«___.— (B) To vary in�estments, when deemed desirable by the Trustee, and to invest in every ki.nd of properry and type of investment, including securities owned, issued or underwritten by any corporate Trustee or any of its affiliates, or as to which such Trustee or its affiliate acts as investment advisor, as the Trustee shall deem wise. (C) To exercise any outstanding stock option in effect at the Settlor's death, and to borrow any necessary funds from any person or institution, including the Trustee, to mortgage or pledge any or all real or personal property as the Trustee in the Trustee's sole discretion shall choose without regard for the dispositive provisions of this Agreement. (D) In order to effect a division of the principal of any trust or for any other purpose, including the final distribution of any trust, the Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind.. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In makirig any division or distribution in kind, the Trustee shall divide and distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (E) To sell either at public or private sale and upon such terms and conditions as the Trustee may deem advantageous to any trust, any or all real or personal estate or interest therein owned by any trust severally or in conjunction with other persons or acquired by the Trustee (including selling "short" any right, privilege, option or asset), and to consuinmate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, aclrnowledge and deliver any and a11 deeds, assignments, options or other writings which may be necessary or desirable in carryiizg out any of the powers conferred upon the Trustee in this paragraph or elsewhere in this Agreement. (F) To make leases of real estate for any term. (G) To borrow money from any party, including the Trustee, to pay an indebtedness of the Settlor or of the Settlor's estate or trust, expenses of administra- tion, all estate, inheritance and similar taxes ("Death Taxes") and other taxes. (I� To pay, in the Trustee's discretion, without reimbursement, all costs, Death Taxes or other t�es, expenses and charges in connection with the administra- � - 8- _ ; ,,; � . �,:�r . > , , . _ � r 3i_ i � � . . . . � k.+. t �' � � - .. � tion of the Settlor's estate or trust, and to pay the funeral expenses and the expenses of the last illness of the Settlor. (� To vote any shares of stock which form a part of any trust and to otherwise exercise all the powers incident to the ownership of such stock;to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such unincorporated business,with all the rights and powers of any owner thereof. (� In the discretion of the Trustee, to unite with other owners of similar property in carryuig out any plans for the reorganization of any corporation or company whose securities form a part of any trust. (K) To assign to and hold in any trust an undivided portion of any asset. (L) To select, employ and compensate any person, firm or corporation engaged in rendering investment counsel advice to advise the Trustee in makisig investments, managing securities or making decisions concerning the purchase, retention, sale or other disposition of any part of any trust estate hereunder; and to select, employ and compensate any attorney or fim1 of attorneys to render legal services to the Trustee with respect to any trust esta.te hereunder. (N� If any beneficiary under any trust hereunder is detemuned by the Trustee, in the Trustee's sole discretion, to be mentally or physically incapacitated, the Trustee may pay any amount distributable to such beneficiary to the parent, guardian of the property or estate of such beneficiary, the beneficiary's attorney-in- fact or to the person caring for such beneficiary. (I� To divide any trust hereunder into two or more separate, but identical, trusts. To divide any trust hereunder which would have a generation skipping transfer tax inclusion ratio other than one or zero, into two separate trusts which are fractional shares, known as the "exempt trust" and the "nonexempt trust". The exempt trust shall be that fractional share of the total trust fund that has a generation skipping transfer t� inclusion ratio of zero, and the nonexempt trust shall be the remaining fractional share of the trust, with a generation skipping transfer tax inclusion ratio of one. The terms and conditions of the nonexempt trust and the exempt trust will be identical. Any referenced to a trust created under this Agreement, without a further specification or limitation, shall be deemed to refer to both the exempt trust and the nonexempt trust, in proportionate amounts, where relevant. The assets of each separate exempt and nonexempt trust shall be held, administered and invested as separate trusts, and the Trustee shall maintain adequate accounting and records for both such trusts. The executor of the Settlor's estate shall indi�ate on the federal estate tax return filed for the Settlor's estate that separate - 9- � � �� ,�=��- �.�,� �"` _^_.___ , s3� ��°�S 'y, i ,+� k ' - . - . . �. k� �� i�. '�. �� i � � � 'ii ..J. :: � ' _ .:,' _ s _ .- �� - � . � �,"�'�� "� '_ �r . � -�' � .x �w�� 3,,° . .�.. _��, . - " " .. ... . � k � �,��t� ��, .��be ereated�ar{unded) and�cleazly set forth the manner in which the trust �-� is to be severed and the separate trusts funded. (0) To manage and develop all or any part of any real property that may be owned by any trust, including but not limited to, the power to subdivide (including the dedication of parks, easements or streets, with or without consideration); to obtain the vacation of a plat or adjust boundaries; to submit property to a condominium proj ect and do all acts necessary in connection therewith; to grant options to purchase or to lease; to construct buildings or to alter or remove buildings, and make such improvements to real property as the Trustee deternlines to be appropriate (including improvements not situated directly on the particular real property); to grant easements or encumbrances of any kind, and to release any interest in the property; and to abandon or demolish any property including an interest in real property deemed by the Trustee to be worthless or of insufficient value to keep or protect. ARTICLE IX Survival Presumptions Any person, other than the Settlor's Spouse, who shall have died at the same time as the Settlor or under such circumstances that it is difficult or impossible to determine who shall have died first, shal� be deemed to have predeceased the Settlor. If the Settlor and the Settlor's Spouse shall have died at the same time or under such circumstances that it is difficult or impossible to determine who shall have died first, the Settlor's Spouse shall be deemed to have survived the Settlor. Any person other than the Settlor who shall have died at the same time as any then beneficiary of income of a trust created hereunder or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. � - 10- ,�� ,��°� �-. �?nd`<. r _ _ _.P. _ "� � �� ! ��. � � 'E v� '��.§ m T*�� . .� . � .�,�- ',� ,,,�. � ARTICLE X Trustee's Duties With Respect to Policies The Trustee shall not be obligated to pay any premiums or assessments on any of the Policies and shall be under no obligation with respect to the Policies, except for safekeeping during . the Settlor's lifetime and to the extent otherwise expressly agreed to herein. ARTICLE XI Settlor's Reserved Ri ts With Respect to Policies With respect to any of the Policies, the Settlor reserves to himself, during his ownership of said Policies and during his lifetime, all rights, payments, dividends, surrender values and benefits of any kind which may accrue on account of any of the Policies, and the right at any time to assign, pledge or use said Policies, or any of them, or to change the beneficiary thereof to borrow money thereon, or for any purpose, without the consent, approval or joinder of the Trustee or any beneficiary hereunder. It is the intent of the Settlor, with regard to said Policies, that this Agreement shall be operative only with respect to the proceeds of such of the Policies as may be due and payable to the Trustee at the time of the death of the Settlor or thereafter, after deduction of all charges against the Policies by reason of advances, loans, premiums or otherwise; and the receipt of the Trustee for such proceeds shall release the insurance companies from liability on the Policies. � - 11 - � �' ; � � � :�� 5 _ _�� ., �"�^�- �r�`L°�*;� ._�,x�., n` � m: � . - _,y,. �� x.r*s�� - . � . .�+�- �� k��° �� F �'� �,�. � � 's � . �,_ �-�- ��..`_.. .. � �ARTICLE XII ' � Collection of Policv Proceeds The Settlor agrees and directs that, upon the Settlor's death, the proceeds of all Policies which are then subject to the terms of this Agxeement shall be paid in accordance with the directions then set forth in said Policies or the beneficiary designations then attached thereto. In the event the proceeds of said Policies are payable to the Trustee, the Trustee may institute any proceeding at law or in equity in order to enforce the payment thereof, and may do and perform any and all other acts and things which may be necessary, for the purpose of collecting any sums which may be due and payable under the terms of said Policies; it being distinctly understood, however, that the Trustee shall not, except at the Trustee's option, enter into or maintain any litigation to enforce the payment of said Policies until the Trustee shall have been guaranteed indemnification, to the Trustee's satisfaction, by one or more of the beneficiaries of this Agreement against all expenses and liabilities to which the Trustee may, in the Trustee's judgment, be subjected by any such action. The Trustee is authorized to compromise and adjust claims arising out of the Policies, or any of them, upon such terms and conditions as the Trustee may deem just, and the decision of the Trustee shall be binding and conclusive upon all persons and corporations interested therein. ARTICLE XIII Successor Trustees (A) The Settlor and if the Settlor is not able to act due to mental incapacitation, the Settlor's duly designated power of attorney and subsequent to the Settlor's death, the Settlor's Spouse shall be authorized,by written notice directed to the Trustee, to remove any corporate Trustee, for any reason, without cause and � - 12- _, _ ___ ___ _ __ _ ___ __ _ _ T� � _ F �� ,� . - .�._,- .� , � � �z� 4� ��: ,�- �- � � �` � � � � X w �� , - ��''�� ;�` �� ` without Court approval; and to replace or fill a vacancy in the office of Trustee with another corporate Trustee having fiduciary powers. (B) An individual Trustee shall be deemed to have failed to serve as Trustee hereunder if, among other reasons, the treating physician of such individual Trustee shall certify in writing that such Trustee possesses permanent mental or physical incapacities which preclude such Trustee from dischazging his or her duties as Trustee hereunder. (C) Any Trustee serving hereunder shall have the right to resign from such office at any time, with or without cause and without Court approval and the person then holding the power to remove under paragraph (A) shall appoint a substitute Trustee in writing effective without court approval. No successor Trustee shall be liable for the actions of the Trustee occurring prior to the successor Trustee taking office. (D) Notwithstanding anything to the contrary herein contained, so long as a Trustee or the issue of such Trustee is a beneficiary of any trust hereunder, such Trustee shall not participate in any discretionary determination of the Trustee (i) to make trust distributions to or for the benefit of such Trustee or his or her own issue; or(ii) to terminate any trust for the benefit of such Trustee or his or her issue under ARTICLE XV hereof. (E) All references herein to the "Trustee" shall refer to the originally named Trustee(s) and to any successor Co-Trustees or Trustee. ARTICLE XIV Additional Trust and Trustee Provisions (A) If there should be established by the Settlor or the Settlor's Spouse, either in a Last Will and Testament or by inter vivos Deed or Agreement, trusts identical to the trusts herein established for the benefit of the Settlor's issue, the Trustee herein shall have the right and power to merge trusts herein established by the Settlor or the Settlor's Spouse and to operate each of the merged trusts as a single trust. (B) Whenever the Trustee, in the Trustee's sole discretion, determines that any trust hereunder other than the Unified Credit Trust should be terminated because said trust is too small to justify its maintenance as a separate trust, the Trust�ee, without any liability to any person or remainderman whose interest may be - 13 - � ��'� �:�- � �; � �� ` E �� E, , ` J '� "' 'affected�thereby and without the necessity of prior court approval, sha11 temlinate such trust and shall distribute the assets of the ternlinated tnzst outright to the individual or individuals at that time eligible to receive the income therefrom. If any additions to any such trust are received after its termination under this ARTICLE, such trust shall be revived and this provision shall continue to apply to it. The Trustee discretion herein granted shall in no event be construed as giving any potential distributee of a fizst the right to compel a termination in whole or in part of such trust. ARTICLE XV Custodian of Estates If at any time any individual under the age of twenty-one years shall be entitled to receive any assets hereunder free of trust, the Trustee shall act as Custodian of such assets for the benefit of such individual under the Pennsylvania Uniform Transfers to Minors Act. ARTICLE XVI Suretv and Compensation of Trustee The Trustee shall serve without the duty or obligation of filing any bond or other security. Any corporate Trustee shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. ARTICLE XVII Revocability The Settlor may, by instrument in writing delivered to the Trustee, modify, alter or revoke this Agreement in whole or in part; provided, however, that the duties, powers, � - 14- ;� k ; �,- � . . . ,.. ,. � f F;. __ ;�� y , ��, � ��- " compensation and liability of the Trustee shall not be changed without the written consent of the Trustee. ARTICLE XVIII Situs This Agreement and any trust created hereunder shall be governed by the laws of Pennsylvania and shall have its situs in Cumberland County,Pennsylvania. IN WITNESS WHEREOF, LEWIS T. HOLTZINGER, as Settlor, has hereunto affixed his hand and seal and ORRSTOWN BANK, as Trustee, has caused this Revocable Agreement of Trust to be signed by its duly authorized officers and its corporate seal affixed, all as of the day and year first above written. WTTNESS: SETTLOR: � � � �� . `� �''� ��,�� (SEAL) ' Lewis T. Holtzinger r ;� �l��• /�� tG�'4�✓:' ATTEST: TRUSTEE: ORRSTOWN BANK i;� 0 . �x�-�-��- By: ��, � ��r�. (Asst.) Secretary (Vice)President -�,,,,�Y,.r ,�� : ��- (SEAL) (Title) - 15- The Lewis T.Holtzinger Revocable Declaration of Trust SCHEDULE "A" E�r�� e_� � -� t t c-� � .�� - �' ri`e l �;- ._�,._`'e c=�'��„�t .� G. � � (��=``t�y �'°�� t �y k �"�"c.,°�.7`r��'r°i C.� � s't �•C: G�'�� i�;�'c� i'-�i"`��;�� i1 G�C�� .�`� � F ��2 � 1.�.% ':.:rE 4'C' >,P-i� � � � n l�C�� f:��-� ��N��<_�_�-"�f C �: •I� � i- �;`�C� i�`?. c`_«^�'>`��-�."�:l.: k=�_'s C,t.° �i '� `l �� [�• WITNES S: SETTLOR: �-�' ' �� ✓ ' �.c�,�-�I. �+ t, 'G ' (SEAL) � Lewis T. Holtzinge= I.�_�;�.�% ,1�..�t..�-�=--� � / ATTEST: TRUSTEE: ORRSTOWN BANK � ' ��.-�.�--�-�� c.b—�- B : � ��. y Asst.) Secretary � (Vice)President "� �y� �� L., (SEAL) (Title) � _ _ _ _ COMMONWEALTH OF PENNSYLVAI�IA ) ) SS: COUNTY OF DAUPHIN ) On this, the ��day of ;.,�c....� , 20�'�,before me, a notary public, / the undersigned officer, personally a` eared LEWIS T. HOLTZINGER, l�own to me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement, and aclrnowledged that he executed the same for the purposes therein contained. IN WITNESS W�REOF, I hereunto set my hand and official seal. �� `�ary Public ` � � My Commission Expires: (SEAL) - , ;T;�'•�/�LtiLi'r:�, ' � hJoia�ei 5eai t�i � '� � Judith L Krape.tJ�tar}�Public � ��!y Of i-;arrisbur8,�auphhir C�r�*y � i !��y Gommission�xpires G�.i4.2007 !,��.:�b_ , ❑o..�n�yi,.... � .�:o�-��on�` _ ..ii� �'\'0._...o.. x% � ... . .. . t COMMONWEALTH OF PENNSYLVANIA ) ) SS: covrrrY oF i f � =��1�� ) >, `—�""--. On this, the :� day of . �,l's?1�`/� ��! , 2Q�; before me, the ,� ! i undersigned, officer, personally appeared �'%/)�,�T � �[a 5 5�'��i�, who aclaiowledged -�� himself/�to be the�4� ��t'iF -=f=--Df ORRSTOWN BANK, a banking corporation, , „ � and that he/she as such officer,being authorized to do so, executed the foregoing Agreement for the purposes therein contained by signing the same on behalf of the corporation by himself/herself as such officer. IN WITNESS W��REOF,I hereunto set my hand and official seal. n ,L� f.1 i /i � �� f i i ��/1� % '�a No fary Publi�c ( / N1y Commission Expires: (SEAL) ��=-, _ f" , �r`,�4�ii� � _ t;, ' ,� i r r;�i t��; R I.. _4J-3 .�`,� _ �! �sr C�-..< —_ ___-`.'----�--""'_ _.� _-----� _ ; - Kelly S. Shuffelbottom RHOADS & SINON ph717-237-6705 fx (717)260-4305 LLP kshuffelbottom@rhoads-sinon.com Reply to Harrisburg Office FILE NO:41 HE)IOZ September 5, 2014 � c � �'' rn Re: Estate of Lewis T. Holtzinger � � � � � File No. 21-2014-8�4�-3 ►T� = c-� � �"n �' � %'i7 �+�. f_' ~i C:7 �� _ �-�,7 � �,� r-, Lisa M. Grayson, Esquire •�' `" � . , , c, Register of Wills -, �; m;F � � -'� Cumberland County Courthouse �� `! N � m 1 Courthouse Square Q Carlisle, PA 17013 '��` c.�r'� � 'T� Dear Ms. Gerber: Enclosed are the following for the above-captioned Estate: 1. Pennsylvania lnheritance Tax Return, in duplicate, showing a balance due in the amount of$1,091.42. 2. The tax due in the amount of$1,091.42 will be paid prior to February 15, 2015 (nine months from the date of decedent's death). 3. Inventory. 4. A copy of this letter, the first page of the Pennsylvania lnheritance Tax Return and the first page of the Inventory. Please time-stamp these copies and return them to us in the enclosed self-addressed envelope. Very truly yours, RHOADS& SINON LLP By: � Kelly S. Shuffelbottom Enclosures cc: Mr. Daniel K. Baer One South Market Square, 12th Floor • P.O. Box 1146 • Harrisburg, PA 17108-1146 • ph: 717.233.5731 29 Dowlin Forge Road • Exton, PA 19341 • ph: 610.423.4200 • fax: 610.423.4201 963387.1 www.rhoads-sinon.C0111 :��. ,�� _ �.,�,, � .�.�.�.�..� �_ `� o v w o N ° � m M N W Z � o � 1 ^ i� � � � � � � � �i� � � � a � I��M O � � N O O �+. � ..ti... . ��} �� 1 � r �� •.�- �� a�iadse8wo� � ��ey��(luoiad � LL � i �O N � W i ao � '� � o LL � _ � N � � C:3 E�� L.f� .,c � � o Q l.t.l �„1 (ti .. e'`-- � cp d _ C� �,: �-�1 = � E � _ .r,.. d�_ � r, �. �� d a � C�y C ... /_" � 7 y � ..ti '.., C•_ l, t t,,- �,. y � O L ' �' '� � �'-' L.1 '... � :t; u� �.. � � � �� ,.. —.�+ ,� � �.,.. ;,, � �? �y c:: j � U c.� �;; t.,_, � t:.a ., a'° � � L!"� �'� Q � F� �" W �'" � '—+ �.«t":: � � O v �+" � � �" O c�, tJ a p ^' O V] l� cv � ` �� U � � � � � � � � � o � O � O a+ � �, �. �, .s: c^/� � � � � �'.. �.y, I--1 � ~ '� � ••�• � U A � � o � � � � � � ;, � c� U � V d .. r� a o � ¢ F � _ I � � , � ,