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HomeMy WebLinkAbout09-09-14 (2) i Y J 1505611185 REV-1500 EX(02-11)(FI' OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN 21 14 0045 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 12262013 10221910 Decedent's Last Name Suffix Decedent's First Name MI ENGLE ALMA H (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 ❑ 1 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 0 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 TO: Name Daytime Telephone Number FRED BACHMAN, TAX OFFICER 717-291-2636 t\l REGI ROF WILLS LM ONLYp o M W '0 r-n �? First Line of Address m = CJ Cn Imo' i ri 1 M FULTON BANK, N . A . » ? CO ;to ° Second Line of Address n " 'a —n 'TI C� C7 � T P . O . BOX 3215 City or Post Office State ZIP Code ATE FILED) t— rrt F-•• (/) O LANCASTER PA 176043215 Correspondent's e-mail address: FBACHMAN@FULI - 00M 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�ERSON R��NONSIBLE FOR FILING RETURN DATE laic s� T x zey C7/5—��Cf ADDRESS I SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 OM46473,000 1505611185 ' V" � 1505611285 REV-1500 EX(FI) RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 0 - 00 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2. 0 . 00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , , 3. 0 • 00 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. 0 •00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. 14 ,711 • 07 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested , , , , 6, 0 • 00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . 7. 884 ,463 . 60 8. Total Gross Assets(total Lines 1 through 7) , , , , , , . . . . . . . . . 8. 899,l74 • 67 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 37,913 • 71 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) , , , , , , , . . 10. 9,292 • 41 11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , 11. 47,206 • 12 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , 12, 851,9 6 8 • 55 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , 13. 6381976 • 41 14. Net Value Subject to Tax(Line 12 minus Line 13) . 14. 2121992 • 14 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 0 0 . 00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate x.0 45 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 2121992 - 12 18. 3l1948 - 82 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 31,948 . 82 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505611285 1505611285 OM4648 3 000 REV-1500 EX(F0 Page 3 File Number Decedent's Complete Address: 21 14 0 D 4 5 DECEDENT'S NAME ENGLE ALMA H STREET ADDRESS 222 MESSIAH CTRCLF CUMBERLAND COUNTY CITY STATE ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 31,948 . 82 2. Credits/Payments A. Prior Payments 0 . 00 B. Discount 0 . 00 Total Credits(A+B) (2) 0 . 00 3. Interest (3) 0 . 00 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) 0 . 00 5. If Line 1 + Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 311948 - 82 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 . . . . . . . . . . 0 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)(1)]. 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 172 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 surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent,whether by blood or adoption. OM4671 2.000 REV-1508 EX-(0612) pennsylvania SCHEDULE E DEPARTMEWOF REVENUE CASH, BANK DEPOSITS & MISC. RESIDENT EE RETURN C PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ALMA H. ENGLE 21 14 0045 Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly owned with right of suivivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t Cash found in decedent's residence 230.00 2 Harry H Engle & Mary Engle Fund Bequest from estate 3,000.00 3 Wells Fargo Checking Account #1010030352623 8,719. 63 4 Highmark Refund of unearned health insurance premium 201.44 5 US Treasury 2013 Federal Income Tax refund 600.00 6 PA Dept. of Revenue 2013 PA Income Tax refund 1,960.00 TOTAL(Also enter on line 5,Recapitulation) $ 14,711.07 2W46AD 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(0a-09) SCHEDULE G pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ALMA H. ENGLE 21 14 0045 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 ITEM w OET�E + EOFT�E R FEREE,T�IRREUTIONSHPTOOECEDEWAnn DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBEF T OATEOF�Ana AOOProF THE DEED FOR Rea.ESTATE. VALUE OF ASSET INTEREST IFAFPUCAFLE VALUE I. Alma H. Engle, Revocable Trust dated January 6, 1989, Hamilton Bank, N/K/A Wells Fargo Bank, N.A. , trustee. See copy of Trust Agreement. See Trust assets listed below items 2 through 28. 0.00 100.0000 0.00 0.00 2 785.692 Shares Artisan Ptrns Fds Inc Intl Fd Inv Mutual Fund (As Quoted By Nasdaq) CUSIP: 04314H2O4 23,610.04 100.0000 0.00 23,610.04 3 319.546 Shares Artisan Ptrns Fds Inc Midcp Fd Instl Mutual Fund (As Quoted By - Nasdaq) CUSIP: 04314H600 15,887.83 100.0000 0.00 15,887.83 4 951 Shares Ashmore Fds Emkt Cdb Instl Mutual Fund Values Reported To Nasdaq CUSIP: 044820504 9,082.05 100.0000 0.00 9,082.05 Dividend accrued on 12/26/2013 2.85 100.0000 2.85 5 229.475 Shares Credit Suisse Commodity Return Common Cl Mutual Fund (As Quoted By Nasdaq) CUSIP: 22544R305 1,675.17 100.0000 0.00 1,675.17 6 554.741 Shares Dodge 6 Cox Fds Intl Stk Fd Mutual Fund (As Quoted By Nasdaq) CUSIP: 256206103 23,521.02 100.0000 0.00 23,521.02 Total from continuation ached lea . . . . . . 810,684.64 TOTAL(Also enter on line 7,Recapitulation)$ 884 463. 60 If more space is needed,use additional sheets of paper of the same size. 9W46AF 2.000 Estate of: ALMA H. ENGLE 21 14 0045 Schedule G (Page 2) Item DOD Value Taxable 'To. Description of Asset $ Interest Exclusion Value 7 1,591. 676 Shares Dreyfus/Laurel Fds Tr Emrgn Mkt I Mutual Fund (As Quoted By Nasdaq) CUSIP: 261980494 22,235.71 100.0000 0.00 22,235.71 8 4,213.433 Shares Driehaus Mut Fds Active Income Mutual Fund (As Quoted By Nasdaq) CUSIP: 262028855 45,378. 67 100.0000 0.00 45,378. 67 9 956.915 Shares Eaton Vance Mut Fds Tr Gb Mcrabsl Rtn I Mutual Fund (As Quoted By Nasdaq) CUSIP: 277923728 9,042.85 100.0000 0.00 9,042.85 10 1,002.256 Shares Fidelity Advisor Ser Viii Emerging Instl Mutual Fund (As Quoted By Nasdaq) CUSIP: 315920702 13,400.16 100.0000 0.00 13,400.16 Dividend accrued on 12/26/2013 11.14 100.0000 11.14 11 332.299 Shares Fleming Cap Mut Fd Group Jp Morgan Cl I Mutual Fund (As Quoted By Nasdaq) CUSIP: 339128100 11,610.53 100.0000 0.00 11,610.53 12 488.314 Shares Gateway Tr Gateway Fd Y Mutual Fund (As Quoted By Nasdaq) CUSIP: 367829884 14,131.81 100.0000 0.00 14,131.81 13 883.542 Shares Harbor Fd Cap Appr Instl Mutual Fund (As Quoted By Nasdaq) CUSIP: 411511504 50,052. 65 100.0000 0.00 50,052. 65 14 83 Shares Ishares Core S&P500 Etf Nyse Arcs, Equities Exchange CUSIP: 464287200 15,332.18 100.0000 0.00 15,332.18 Dividend accrued on 12/26/2013 79.57 100.0000 79.57 Total (Carry forward to main schedule) 181,275.27 Estate of: ALMA H. ENGLE 21 14 0045 Schedule G (Page 3) Item DOD Value Taxable No. Description of Asset Interest Exclusion Value 15 452 Shares Ishares Intl Trea Bd Etf The Nasdaq Stock Market Llc CUSIP: 464288117 45,219.26 100.0000 0.00 45,219.26 16 689.535 Shares Laudus Tr Mon Intfxin In Mutual Fund (As Quoted By Nasdaq) CUSIP: 51855Q655 7,343.55 100.0000 0.00 7,343.55 17 1,718.103 Shares Merger Fd Sh Ben Int Mutual Fund (As Quoted By Nasdaq) CUSIP: 589509108 28,125.35 100.0000 0.00 28,125.35 18 983.154 Shares Mfs Ser Tr I Value Fd Cl I Mutual Fund (As Quoted By Nasdaq) CUSIP: 552983694 32,630.88 100.0000 0.00 32,630.88 19 794.329 Shares Natixis Fds Tr Ii Asgb Alt Inst Y Mutual Fund (As Quoted By Nasdaq) CUSIP: 63872T885 9,555.78 100.0000 0.00 9,555.78 20 11,572.44 Shares Nuveen Flagship Multistate I Pa Mun Bd Cl I Mutual Fund (As Quoted By Nasdaq) CUSIP: 6706BL716 119,659.03 100.0000 0.00 119,659.03 Dividend accrued on 12/26/2013 278.30 100.0000 278.30 21 117.221 Shares Nuveen Mun Tr Hi Yld Munbd I Mutual Fund (As Quoted By Nasdaq) CUSIP: 67065Q772 1,800.51 100.0000 0.00 1,800.51 Dividend accrued on 12/26/2013 6.59 100.0000 6.59 22 20,671.82 Shares Nuveen Mun Tr Ltd Trm Muni I Mutual Fund (As Quoted By Nasdaq) CUSIP: 67065Q822 226,356.43 100.0000 0.00 226,356.43 Dividend accrued on 12/26/2013 259.06 100.0000 259.06 Total (Carry forward to main schedule) 471,234.74 Estate of: ALMA H. ENGLE 21 14 0045 Schedule G (Page 4) Item DOD Value Taxable 'To. Description of Asset 8 Interest Exclusion Value 23 5,019.459 Shares Pimco Fds Pao Invt Mgmt Ser Foregnbd I Us$ Mutual Fund (As Quoted By Nasdaq) CUSIP: 693390882 52,754.51 100.0000 0.00 52,754.51 Dividend accrued on 12/26/2013 46.30 100.0000 46.30 24 2,534.363 Shares Pimco Fds Pac Invt Mgmt Ser High Yield Fd Mutual Fund (As Quoted By Nasdaq) CUSIP: 693390841 24,329.88 100.0000 0.00 24,329.88 Dividend accrued on 12/26/2013 57.82 100.0000 57.82 25 2,702.132 Shares Ridgeworth Fds Seix Hi Yld I Mutual Fund (As Quoted By Nasdaq) CUSIP: 766287645 26,399.83 100.0000 0.00 26,399.83 Dividend accrued on 12/26/2013 34.24 100.0000 34.24 26 310 Shares Spdr Index Shs Fds Dj Intl R1 Etf Nyse Arcs. Equities Exchange CUSIP: 78463X863 12,536.40 100.0000 0.00 12,536.40 Dividend accrued on 12/26/2013 266.47 100.0000 266.47 27 192 Shares Vanguard Index Fds Reit Etf Nyse Arca Equities Exchange CUSIP: 922908553 12,657.22 100.0000 0.00 12,657.22 28 29,091. 96 Shares Wells Fargo Money Market Account CUSIP: CASH 29,091. 96 100.0000 0.00 29,091.96 Total (Carry forward to main schedule) 158,174.63 REV-16,I EX-(M,3) SCHEDULE H pennsylvania DEPPRTMENrOF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDEWDEDEDENT ESTATE OF FILE NUMBER ALMA H. ENGLE 21 14 0045 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Cocklin Funeral Home, Inc. 10,321.47 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 5,000.00 Name(s)of Personal Representative(s)FULTON BANK N.A. Street Address ONE PENN SQUARE City LANCASTER State PA ZIP 17604 Year(s)Commission Paid: 2. Attorney Fees: 3,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 733.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Bertz, Hess & Co, LLP Income Tax Returns preparation fee for 2013 returns 380.00 2 EVP Systems Inc. Securities revaluation fee 52.00 Total from continuation schedules . . . . . . . . . 17,926.74 TOTAL(Also enter on Line 9,Recapitulation) $ 37 913.71 3W46AG 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: ALMA H. ENGLE 21 14 0045 Schedule H Part 7 (Page 2) 3 Law Journal Estate notice 75.00 4 May, Metzger & Zimmerman, LLP Reimbursement for miscellaneous administration expenses 28.06 5 The Sentinel Estate notice 190.54 6 Wells Fargo Bank, N.A. Trustee commissions 7,337.58 7 McNees Wallace & Nurick, LLC Attorneys fees incurred by Wells Fargo as Trustee in litigation with Executor regarding distribution of trust funds to pay estate expenses 9,580.56 8 McNees Wallace & Nurick LLC Reimbursement for filing fees to file Petition for Adjudication for Trust 715.00 Total (Carry forward to main schedule) 17,926.74 REV-1512Ex.i12 SCHEDULE pen nsylvania DERARTMENr OF REVENUE DEBTS OF DECEDENT, INHERITANCE TM RETURN MORTGAGE LIABILITIES& LIENS RESIDENTDECEDENT ESTATE OF FILE NUMBER ALMA H. ENGLE 21 14 0045 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Messiah Lifeways Final nursing home balance due 9,249.20 2 Verizon Telephone services 43.21 TOTAL(Also enter on Line 10,Recapitulation) $ 9,292.41 2w46AH 2.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX-( SCHEDULE J Pennnsns ylvania DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ALMA H. ENGLE 21 140045 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[Induce outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1, John E. Engle 10 Lloyd Road Waterville, ME 04901 2.777778 of Residue: 23,665.79 Nephew 23,665.79 2 Marilyn Wolgelnuth 1108 Centerville Road Lancaster, PA 17601 2.777777 of Residue: 23,665.79 Niece 23,665.79 3 Philip Engle 115 Horseshoe Boulevard Annville, PA 17003 2.777778 of Residue: 23,665.79 Nephew 23,665.79 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLEAND GOVERNMENTAL DISTRIBUTIONS: 1 See Attached 1 TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 638 97 6.41 9W48AI 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: ALMA H. ENGLE 21 14 0045 Schedule J Part 2B (Page 1) Item No. Description Amount 1 Lancaster Brethren in Christ Church 1865 Fruitville Pike Lancaster, PA 17601 5% of Residue: 42,598.43 42,598.43 2 Messiah College One College Avenue Mechanicsburg, PA 17055 5% of Residue: 42,598.43 42,598.43 3 Brethren in Christ Church World Missinos 431 Grantham Road Mechanicsburg, PA 17055-5812 35% of Residue: 298,188. 99 298,188. 99 4 Messiah Lifeways 100 Mount Allen Drive Mechanicsburg, PA 17055 30% of Residue: 255,590.56 255,590.56 04�01� 13 I,ALMA H. ENGLE, of the Township of Upper Allen, County of Cumberland and Commonwealth of Pennsylvania,being of sound and disposing mind, memory and understanding do make publish and declare this to be my last will and testament hereby revoking any and all wills by me at any time heretofore made. ITEM I. I order and direct my Executors hereinafter named to pay my expenses of last illness and funeral as soon after my decease as may be convenient including a suitable marker for my grave if the same has not been purchased during my lifetime. ITEM I1. I authorize and empower my Executors hereinafter named to sell at either public or private sale, whichever shall be for the best interests of my estate, any and all real estate of which 1 may die seized, and to give to the purchaser or purchasers thereof,good and sufficient deed or deeds therefor as fully and effectively as I could do if living, and the proceeds thereof together with all the rest residue and remainder of my estate of whatsoever nature and kind and wheresoever the same may be at the time of my death,l give and bequeath as follows: A. Five(5%)percent thereof I give and bequeath to the Lancaster Brethren In Christ Church,absolutely B. Five(5%)percent thereof I give and bequeath to Messiah College,Grantham,PA., absolutely. C. Twenty-five(25%)percent thereof I give and bequeath to my nieces and nephews living at the time of my death. At the time of the drafting of this my last will and testament, I have nine nieces and nephews who are living. Should any niece or nephew predecease me,his or her share shall be divided among my surviving nieces and nephews. D. Thirty-five (35%)percent thereof 1 give and bequeath to the Brethren In Christ Church World Missions, 431 Grantham Road,Mechanicsburg,PA 17055-5812; and Page 1 E. The remaining thirty(30%)thereof I give and bequeath to Messiah Lifeways, formerly Messiah Village,Mechanicsburg, PA. ITEM III. I order and direct that all Pennsylvania inheritance tax and Federal estate tax, if any,that become due and payable as the result of my death,whether or not assets subject thereto pass under the terms of this my last will and testament,shall be paid out of the residue of my estate. ITEM IV. In the event I am married at the time of my death,I authorize my Executor to join with my spouse or my spouse's Personal Representative in the filing of a joint income tax return for any period for which such a return may be permitted,without requiring said spouse or said spouse's estate to indemnify my estate against liability for the tax attributable to my spouse's income, and to consent, for federal gift tax purposes,to having gifts made by my spouse during my lifetime treated as having been made one-half by me. ITEM V. I authorize my Executor to claim any expenses of administration of my estate, as income tax deductions upon any income tax return or returns whenever the considered opinion is that such action will achieve an overall reduction in the aggregate of income and death taxes. No compensating adjustments between income and principal shall be required to be made as a result of such action. ITEM VI. 1 further authorize my Executor in their sole discretion,to elect to allocate capital gains and losses between principal and income in order to achieve maximum savings in taxes or costs of administration. ITEM VII. I name, constitute and appoint Fulton Bank,N.A.,Executor under this my last will and testament. I order and direct that my Executor shall not be required to post bond for 2 Page 2 the faithful performance of its duties. IN WITNESS WHEREOF,I have hereunto set my hand and sea] this I"day of April, A. D.Two Thousand Thirteen(2013). (SEAL) ALMA H. ENGLE THIS INSTRUMENT,consisting of five(5)typewritten pages,was by the abovenamed Testatrix,on the date hereof,signed, sealed,published and declared to be said Testatrix's last will and testament. 41. residing at residing at Via C a o �l COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF LANCASTER ) I,ALMA H. ENGLE,whose name is signed to the attached or foregoing instrument, having been duly qualified according to law,do hereby acknowledge that I signed and executed the instrument as my Last Will;and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. :1,4,/ (� / w • Cr"�- � ALMA H. ENGLE 3 Page 3 Sworn to or affirmed and acknowledged before me by ALMA H. ENGLE, this I"day of April,2013. 4Say, Es ire duly admitted Attorney before a ar of the Supreme Court of Pennsylvania COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF LANCASTER ) We, JOl'fN M WO4G6Mv1(-( t JR and�e�S�? r ��c �—t the witnesses whose names are signed to the attached or foregoing instrument,being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as Testatrix's last will; that the Testatrix signed willingly and executed it freely and voluntarily for the purposes therein expressed;that each subscribing witness in the hearing and sight of the Testatrix signed the will as a witness; and 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. Witness ess Witness 4 Page 4 f Sworn to or affirmed and subscribed to before me by J o h'w M woLGss14 ur'y,i/1,and witnesses,this 151 day of pril,A.D.2013. John y,Esquire, duly admitted Attorney before t e Bar of the upreme Court of Pennsylvania COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF LANCASTER ) SS: On this,the I"day of April, A. D, 2013,before me,the undersigned officer,personally appeared John S. May, Esquire, known to me or satisfactorily proven to be a member of the Bar of the highest court of Pennsylvania,and certified that he was personally present and took the foregoing acknowledgment and affidavits of the Testator and witnesses respectively. IN WITNESS WHEREOF,I hereunto set my hand and official seal. N� JAIT N Notary Public My Commission Expires: oM ON TN rPMRS"vNR Nom RnLSrAL RONME R CRAYBEAL,NOrAA1'PUBLd,' CaYOFlANLASTER,INtG aCOUNTY AN'COMMISSION RES NN 7016 5 Page 5 Hamilton Bank A CoreStates Bank /� REVOCABLE MANAGEMENT TRUST 1, . . . .0 t/n1CC. . . . .� . . .�� . . . . . . . 4244... . LS. � . . . . . . . . . . . County, Pennsylvania, hereby transfer certain property to I�rhilton Bank as trustee, to hold it and any additions to it IN TRUST as follows: DISPOSITIVE PROVISIONS 1. Lifetime Trust: During my lifetime, my trustee shall keep the principal invested and shall distribute the net income and the principal as follows: A. As much-even if all-of the net income and the principal as I may from time to time direct in writing shall be paid either to me or as I may specify; B. As much of the net income and the principal as my corporate trustee may from time to time think desirable for my or my spouse's welfare, comfort or support shall be applied directly for those purposes if I am, in my corporate trustee's opinion, disabled in any way; and C. Any remaining net income shall from time to time be accumulated and added to the principal. IL Disposition at Death: Upon my death my trustee shall pay the then remaining principal and any undistributed income to the beneficiaries and in the amounts set forth in my Last Will and Testament, provided, however, no such funds shall be used to pay my bequests for a specific sum of money unless, and to the extent, that the assets of my estate shall be insufficient to fulfill any such bequest. In the event I die intestate, I direct my trustee to pay the entire corpus of this trust to my personal representative for distribution as part of my estate. ADMINISTRATIVE PROVISIONS III. Powers Reserved by Me: I shall have the following powers, exercisable whenever and as often as I may wish: A. To withdraw any part or all of the principal; B. To add to this trust upon approval and acceptance by my trustee; and C. To alter or revoke this trust in whole or in part by a writing-other than a will-delivered to my trustee; provided that no alteration shall increase my corporate trustee's responsibilities without its written consent. IV. Protective Provision: No interest in income or principal shall be assignable by, or available to anyone having a claim against, a beneficiary before actual payment to the beneficiary. V. Management Provisions: I authorize my trustee: A. To retain and to invest in all forms of real and personal property(including common trust funds managed by Hamilton Bank and/or any of its affiliates and stock or other securities of CoreStates Financial Corp.),without being confined to investments authorized by a statutory list and without being required to diversify; B. To compromise claims and to abandon any property which, in my trustee's opinion, is of little or no value; C. To hold reasonable amounts of cash uninvested in any bank or trust company, including Hamilton Bank, for such periods of time as my trustee deems reasonable for the efficient administration of any trust hereunder; D. To hold property unregistered or in the name of a nominee; E. To borrow from anyone, even if the lender is a trustee hereunder, and to pledge property as security for repayment of the funds borrowed; PAGE TWO F. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; G. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; H. To pay funds disbursed during my disability to such person or persons as my corporate trustee may select(the receipt of such person or persons to discharge my trustee completely as to such payments); I. To allocate any property received or charge incurred to principal or income or partly to each, without regard to any law defining principal and income,as my corporate trustee may think appropriate; and J. To distribute in cash or in kind. These authorities shall extend to all property at any time held by my trustee and shall continue in full force until the actual distribution of all such property.All powers,authorities and discretion granted by this deed shall be in addition to those granted by law and shall be exercisable without court authorization. VI. Compensation: Hamilton Bank shall receive compensation in accordance with its standard schedule of fees in effect while its services are performed. VII. Sites and Governing Law:The situs of all trusts hereunder shall be in the Commonwealth of Pennsylvania,and all questions regarding the validity,effect,or interpretation of this deed or the administration of the trusts hereunder shall be governed by the law of Pennsylvania. Executed Jan. 6 19 89. Wi STATE OF PENNSYLVANIA SS. COUNTYOF LANCASTER On 1/6, 19 89 , before me, the undersigned officer, personally appeared ALMA H. ENGLE and in due form of law acknowledged the foregoing instrument to be his act and deed and desired the same to be recorded as such. Witness my hand and notarial seal the day and year aforesaid. - - . otar ublic NOTAP,t�_ .._ SAL-,' ^ -`* �Y2ry Pnb!ic My Commission Expires: i i °n The foregoing deed of trust was delivered, and is hereby accepted, at Lancaster . Pennsylvania;zirr--Jan.- 6--1'9 89 Hamilton Bank BY it - F 300 - 01 -3 -PecncP-t- and k-abate-- EnT 670 Kise Mill Rd York Haven,Pa 17370 January 15,2014 Ms. Gerri Caldwell Estate Settlement Officer,Fulton Bank One Penn Square,PO Box 7989 Lancaster,PA 17604 Dear Ms. Caldwell: A business associate of Dr.Engle said,"Doc made it home in time for Christmas." Randy Alcom has written a rather extensive book entitled Heaven. He has written a much shorter version in which he addresses a number of questions about heaven. One of them is: "Will We Be Reunited with and Recognize Our Loved Ones in Heaven?" He writes, "Being with Christ will be the greatest joy of Heaven.The next greatest joy will be reuniting with our loved ones who have died.The certainty of the ultimate reunion is so sweet that it makes the parting bearable." Alma along with her three brothers and one sister,according to the Scriptures,are reunited after more than three decades. God was good to allow Alma to outlive her brother otherwise her bequest would have lapsed. When I think about Dr.Engle and his wife,Mary Elizabeth,I picture a spiritual tree bearing spiritual fruit.They were generous during their lifetimes and in death their generosity will continue to bear much fruit for God's kingdom.They were sacrificial in their laying up treasures in heaven. The BIC Foundation is pleased to present to Alma Engle's Estate a bequest from her brother in the amount of$3,000.Thank you for returning the RECEIPT/RELEASE to me at the above address. Celebrating God's Generosity, Ph er,Executor Enclosures Account number: 1010030352623 ■ November 28,2013-December 26,2013 'a Page 2 of 4 -Choose whatever denomination you want to give,between$25 and$500. -Give with confidence,knowing the money never expires. Get started on your holiday shopping today!Order your gift cards online at welisfargo.com/giftcard. Activity summary Account number: 1010030352623 Beginning balance on 11/28 $10,829.65 ALMA HENGLE Deposits/Additions 645.87 MARILYN G WOLGEMUTH P/A Withdrawals/Subtractions - 2,755.83 Pennsylvania account terms and conditions apply Ending balance on 12126 $8,719,63 For Direct Deposit and Automatic Payments use Routing Number(RTN):031000503 Overdraft Protection This account is not currently covered by Overdraft Protection. if you would like mote information regarding Overdraft Protection and eligibility requirements please call the number listed on your statement or visit your Wells Fargo store. Interest summary Interest paid this statement $0.08 Average collected balance $10,086.77 Annual percentage yield earned 0.01% Interest earned this statement period $0.08 Interest paid this year $0.57 Transaction history Check Deposits/ Withdrawals/ Ending daily Date Number Description Additions Subtractions balance 77!24 Lancaster Genera Plan Part 003399 AImaH En 7e 529.28 77,358.93 A 9 , _Al _ w _2 .. � _......,.».. o 12/2 Pru Annty Pymt Dec 13 MbgZOC6W3D3Xdvx Engle Alma 25.03 _ _ .. __............._._.,...._..__....._.__.. . m ._.„Yenzon Pa menirec Urnn 77769 ------ 48 AImaH Engle 4208 1134186 Y__...,.M...._. _,_9....... ..__........_____.m,...._._.._......_...___.._...._.._., ....._._,_..____ ..._.3 1213 Check rk EtA Pmts 3227879 Alma En e_ _ 163J5 11,778,13 7276'��'1257 Check 7219 ..........._ _ 1255 Check ............ ......._........ ._.......... ....__._ ..__..._ . ... -.-........ 100.00 ......... 10-,578,.13 72/11 1256 Check 1,000.00 9,578.13 12/23 1258 Check 950.00 8,b28.i3 72/2G�'-���'��Colurnbus Life Prem Pymtl"st224 SC0006975 Alma Hoff.-ran "-------- ..._ —_.. . _._�..-.__. 12/26 Interest Pa men[ 0.08 8,719.6_3 Ending balance on 12/26 8,719.63 Totals $645.81 $2,755.83 The Ending Daily Balance does not reflect any pending withdrawals orholds on deposited funds thatmay have been outstanding on your account when your transactions posted. Ifyou had insufficient available funds when a transaction posted fees may have been assessed. Summary of checks written(checks listed are also displayed in the preceding Transaction history) Number Date Amount Number Date Amount Number Date Amount 1255 12/9 100.00 1257 12/6 500.00 1258 12/23 950.00 1256 12111 1,000.00