HomeMy WebLinkAbout12-29-14 � � pennsylvania 15 0 5 61410 5
DEPARTMENTOFFEVENUE EX(03-14)(FI)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOx 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT �� /� ���
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
. _ . _. __
___ _ _ __
01092014 12251928
_ _ _ ___
_ ___
__
_ - _ _
DecedenYs Last Name Suffix DecedenYs First Name MI
_ _ __ __
__ _ __ _
Schwanger Anna
_ _
_ _ _ . _
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
_ _ _ _ __
_ _ _ _ . _ .
_ _ _
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Return p 2. Supplemental Return p 3. Remainder Return(date of death
prior to 12-13-82)
p 4.Agriculture Exemption(date of p 5. Future Interest Compromise(date of p 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
� 7. Decedent Died Testate � 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes
(Attach copy of will.) (Attach copy of trust.)
p 10. Litigation Proceeds Received O 11. Non-Probate Transferee Return p 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
� O 13. Business Assets � 14. Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
Charles R. Nebel Jr., CPA (717) 761-7210
. _ . _ _ _
__ . _ _ _
First Line of Address
211 House Avenue
__ _
_ _ _
Second Line of Address
___ . .
_
_ ._
City or Post Office State ZIP Code �
__ _ . . _�y _ _ �.-._, �1
Camp Hill PA 17011 � c� `� rn �
_ _ _ __ ci� � r-rn �? c�
CorrespondenYs email address: Cn2bel@CpBbf.COm �'"� � c'� � �.� %'�
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REGISTE��11111�;iS US LY:'�� C":y
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REGISTER OF WILLS USE ONLY �' �+��? �� � r'� "�'t�
DATE FILED MMDDYYYY - ""r!
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DATE FILED STAMP
PLEASE USE ORIGINAL FORM ONLY '
Side 1
L i iiiiii iiiii iiiii iii��iii iii�i�ii i��iiiii iiiii iiii iiii J
1 56 1 1505614105
��� �
� 1505614205
REV-1500 EX(FI)
DecedenYs Social Security Number
_ _ __
DecedenYs Name:
RECAPITULATION
1. Real Estate(Schedule A). . .. .. .... .. .. .. ... .. . . .. .. . .. .. .. .. . .. ... . . . 1.
2. Stocks and Bonds(Schedule B) .. . .. .. .. .. .. .. .. . .. ... .. .. .. ...... .. .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . .. .. 3.
4. Mortgages and Notes Receivable(Schedule D). .. .. .. .. .. . .. .... .. .. .. .. . 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). .. .. .. 5. 10,063.49
6. Jointly Owned Property(Schedule F) O Separate Billing Requested .. .. ... 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested... .. .. . 7. 12,088.40
8. Total Gross Assets(total Lines 1 through 7).. . .. .. .. .. .. .. .. . .. .. .. .. .. . 8. 22,151.89
9. Funeral Expenses and Administrative Costs(Schedule H).. .. .. .. .. .. . . .. .. . 9. 8,021.02
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I). .. .. .... .. .. .. 10. 2,779.77
11. Totai Deductions(total Lines 9 and 10). . .. .. .. .. .. .. .. . .. .. .. .. .. .. .... 11. 10,800.79
12. Net Value of Estate(Line 8 minus Line 11) .. ... .. ..... .. . .. .. ... .. .. .. .. 12. 1 1,351.10
13. Charitable and Govemmental Bequests/Sec.9113 Trusts for which
an election to tax has not been made(Schedule J) .. .. .. .. . .. .. .. .. .. ... .. 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) . .... .. .. .. . .. . .. .. .. .. . 14. 11,351.10
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 __ _
(a)(1.2)X.0_ 15.
_ _ _ _ ____
_ _ _ _
16. Amount of Line 14 taxable
at lineal rate X.0 45 11,351.10 16. 510.80
____
- __ _ . _
17. Amount of Line 14 taxable
_____
at sibling rate X.12 17.
.
_ _ __ _ _
18. Amount of Line 14 taxable
at collateral rate X.15 18.
19. TAX DUE .... .. .. . .. .. .. ... .. .. . .. .. .. .. .. ..... ..... .. .. .. .... .. .. 19. 51�.8�
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Under penalties of perjury,I declare 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 person responsible for filing the retum is based on all information of which preparer has
ar�y knowledge.
S TURE OF PERSON S NSIBLE F R FILING RETURN DATE
� �'.e�c�ec.�2 l�Z.��/�
ADDRESS ' '
Annette S. Knaub, Co-executor, 760 Dogwood Ter, Boiling Springs, PA 17007
SIGNA E OF PARER OTHER TH RESPONSIBLE FOR FILING THE RETURN D TE
ESS
Boyer& Ritter, CPAs, 211 ouse Avenue, Camp Hill, PA 17011
i iiiiii iiiii iiiii i�iii iiiii�iii iuii i�i�iiiii iiiii iiii iiii Side 2 �
L 505 142 1505614205
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Anna Schwanger
STREETADDRESS
Emeritus at Creekview
1100 Grandon Way
CITY STATE Z�p
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 510.80
2. Credits/Payments
A.Prior Payments
B.discount
(See instructions.) Total Credits(A+B) (2)
3. Interest
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (3)
Fill in oval 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) 510.80
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 nght 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 properry 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)].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 retum are still applicable even if the suroiving 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 step-parent 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 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.
REV-15o8 EX+(o8-1z)
� pennsylvania SCNEDIJLE E
_ DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Anna Schwanger 21-14-0142
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Metro Bank Checking Account#2840314658(January 2014 statement attached) 1,589.80
2. Refund-Emeritus(partial month and referral bonus) 4,021.00
3. Banker's Llfe Insurance reimbursement-long term care expenses 4,290.00
4, Refund-Angels on Call 36.49
5. Miscellaneous refunds 126.20
TOTAL(Also enter on Line 5, Recapitulation) $ 10,063.49
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX+ (08-09)
� pennsylvania SCHEDULE G
DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE Of FILE NUMBER
Anna Schwanger 21-14-0142
This schedule must be completed and fited if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
INCLUDE iHE NAME OF THE 7RANSFEREE,THEIR REtARONSHIP TO DECEDEM AND
NUMBER THEDATEOFTAANSFER.ATTACHACOPYOFhIED�DFORREALESTAiE. VALUEOFASSET INTEREST (IFAPPLICABLE) VALUE
1• Metro Bank Checking Account#0513074740,titled in name of Anna M. 12,088.40 100 12,088.40
Schwanger Revocable Living Trust dated 8/12/99
TOTAL(Also enter on Line 7, Recapitulation) $ 12,088.40
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+ (08-13)
� pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Anna Schwanger 21-14-0142
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Hoover Funeral Home 6,931.00
2. Soloist for Funeral service 50.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
Z• Attorney Fees:
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: 148.50
5• Accountant Fees: 650.00
6• Tax Return Preparer Fees:
�• Boyer&Ritter-2013 individual return preparation 200.00
a. Estate checking account check printing charges 25.60
9. Supplies 15.92
TOTAL(Also enter on Line 9, Recapitulation) $ 8,021.02
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+ (12-12)
� pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Anna Schwanger 21-14-0142
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• Angels On Call-home care seroices 2,413.58
2. Karen Marburger(final hair styling charge) 122.00
3. Carlisle Regional Imaging 20.00
4. Chase credit card-final bill 55.78
5. Verizon-final bill 16.39
6. West Shore EMS 152.02
TOTAL(Also enter on Line 10, Recapitulation) $ 2�779•7�
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+ (01-10)
� pennsylvania SCHEDULE J
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Anna Schwanger 21-14-0142
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).]
1• George W. Miller,2210 Sam Snead Circle,Etters, PA 17319 Son 5675.55
2. Annette C.Knaub,760 Dogwood Ter.,Boiling Springs,PA 17007 Daughter 5675.55
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. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
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LAS'd' WILL AND TESTAMENT OF �r � � � �,r ��
C:_;��;'i:._�t,i_�'.i'.., �..t_�., f�'^
ANNA M. .SCHTqANGER
I, ANNA M. SCHWANGER, of 1470 Vesta Drive, Harrisburg, Dauphin
County, Pennsylvania, being of sound and disposing mind and of full
age, do make, publish and declare this as and for my Last Will and
Testament, revoking any and all prior Wills or Codicils.
ITEM I.
I direct that all my just debts and funeral expenses be paid
by any Executors as soon after my decease as may be conveniently
donee
g��r� a�m
(a) I leave my entire Estate to my children, ANNETTE S.
KNAUB and GEORGE Wo MILLER, subject to sub-paragraph (b)
' immediately belowo
" - ' (b) I acknowled e �hat m dau hter ANNETTE S. KNAUB
�� g Y g ► ,
�\ has contributed various sums on my behalf. ANNETTE S. KNAUB shall
receive $4 , 059. 00 for reimbursement of such sums for the time
period from January, 2005 through April of 2008 . ANNETTE S. KNAUB
shall likewise receive reimbursement �or any expenses incurred on
my behalf beginning May 1, 2008 through �he date of my passing and
shall provide documentation of such incurred expenses.
, �
(c) Should one of my children predecease me or not
survive me by thirty days, �hat child°s share shall go to any
living children of my deceased child, in equal shares. Should one
of my children predecease me or not survive me by thirty days and
not have any issue, my living child shall receive my entire Es�ate.
gTEM IYgo
I expressly direct that all principal and income of any
Estate or Trust created hereunder shall be free and clear of the
debts, contracts and engagements of those beneficially interested
therein, and from anticipa�ion, assignment, alienation,
attachments, executions or sequestrations, by any process, lega 1 or
equitable, and shall be paid over directly to the persons entitled
thereto hereunder upon their own proper receip� in writing only.
ITEM IV.
In addition to the powers elsewhere granted herein, or by law,
my Executors, at their sole discretion and withou� leave of Court
may;
(a) Compromise any claims by or agains� my Estate,
without consent of any beneficiary;
(b) Make distributions hereunder either in cash or in
kind at valuations to be determined by my Executors; and
2
(c) Sell property for such prices on such termso
and at public or private sale as they may deem proper and grant
options for the purchase of proper�ye
ITEM Vo
(a) I nomina�e, constitute and appoint my children
ANNETTE S. KNAUB and GEORGE W, MILLER, to be co-Executors of this,
my Last Will and Testamente I� eithex is unable or unwilling to
serve as Execu�or, the other child shall serve as the sole
executor.
(b) Any successor fiduciary shall have the same powers,
rights, duties, discretion and immunities which I have conferred
upon the original fiduciary>
(c) No fiduciary hereunder shall be required to enter
security in any jurisdictiono
IN 6JITNESS WHEREOF, I have he�eunto se� my hand and seal
�his �C� clay of ti�� , aoos.
��-'�c� �,^�1 , ���@-�v-�r, �,�
ANNP, 1�I a SCHWANGER �
�
SIGNED, SEALED, PUBLISHED and DECLARED by the Testatrix, ANNA M.
SCHWANGER, as and for her Last Will and Testament, in our pres ence,
who at her request, in her presence and in the presence of each
other, have subscribed our names as witnessese
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Address �i�^�� :a�„ic C�k�i�,.h;�„ �
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ACRNOWI,EDGEMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA:
e SS
COUNTY OF DAUPHIN .
WE, ANNA Mo SCHWANGER, �he Testatrix, and witnesses, tahose
nam s are signed to �he attached Will c�ated. the `v3��yclay of
��' p ZOO�B being duly sworno do declare �o ��e
undersi ed authorgty that the Testa�rix executed �he instrument as
her Last Will and Testament and tha� she signed willinglyo ar�d as
her gree and voluntary act for the purposes �herein expressede and
�hat eacYa of �he witnesses, in the presence and hearing of �he
Testatrix, signed �he Will as witness, ancl �hat to the best of his
or her knowledge, the Testat�ix was at that time eighteen years of
age or older, of sound mind and under rao constraint or �ndue
inf luence e
�'''�w�--`�-.��1, ���,a.t,�a„-v�G,�-�..
AI�T1�TFi I�I o SCI�$WANGER
G --�'�C�_
Witness
� �
, , ,
' �'�l I. �
�.tness
�
. .
Subscribed, sworn to and acknowledged before me by ANNA M.
SCHWANGER, the Testatrix and subscribed and sworn to before me by
�he above, her ° ne ses, this `� �' day of �+� , 2008 ,
COMMONWEqI.TH OF PENNSYWANW
.:��,,,� -- Notarial Seal
Jason S.Pringle,Notary Public
tary PLlbl 1C Lower Paxton Twp.,pauphin County
�y C0r"+�ss�on�xpires Jan.24,2012
,Pef�esyR�a�ta Assoaafion a(N�f�
5
LAW OFFICES
KENNETH F. LEWIS
1101 North Front Street
Harrisburg, PA 17102
(717) 234-3136
FAX o (717) 234-8288
AMENDMENT TO THE ANNA M. SCHWANGER REVOCABLE LIVING TRUST
Pursuant to Section 1e07 of The Anna Me Schwanger
Revocable Living Trust, this Amendment is being execu�ed to confirm
that Trustee, ANNETTE WILSON, has remarried and i� now knoran as
ANNETTE So KNAUBe
This will confirm that AIJNETTE S e KNAUB remains a Trustee
of the above named Trust,
DATED a � I �� C3 �.-'��c�. `l�'� -� �S��-�.v� �z��
�t1�1� NPo SCHWANGER �
14°70 Vesta Dr�.ve
Harrisburg, PA 1°7112
_/
SPECIAL DIItECTIVES
� �,� �,�n
OF C
ANNA M. SC b� 1�'
HWANGER � .� �
U
I,ANNA M.SCHWAIaiGER,a resident ofthe County of Dauphin,Commonwealth of Pennsylvania,
being of lawful age, and of sound and disposing mind and memory, and not acting under duress, fraud, or
undue influence, hereby make,publish and declare this to be my Special Directive, and I incorporate THE
ANNA M. SCHWANGER REVOCABLE LNING TRUST AGREEMENT.
FIItST
The natural objects of my affection are:
1. My Children- ANNETTE S. WILSON
GEORGE W. MILLER
SECOND
I direct that all estate and inheritance taxes payable as a result of my death, not limited to taxes
assessed on property, shall be paid out of the residue of my Estate, and shall not be deducted or collected
from any League, Devisee,or Beneficiary hereunder.
THIRD
In the event any of my named Beneficiaries should predeceased me,all of that person's share of the
Trust Estate is to be divided equally among that person's issue per stirpes unless otherwise stated in these
directives.
FOURTH
I direct that, before any distribution of the assets of the Trust Estate to the named Beneficiaries,
certain specific distributions,if any,shall be made from the assets as set forth on the list attached hereto and
marked "E�chibit A."
FIFTH
I direct that GEORGE W. MILLER shall have the option to purchasing the home located at
1470 Vesta Drive,Harrisburg,PA. If he decides to sell the home then ANNETTE S.WILSON shall
receive one-half of the money received for the home.
REVOCABLE LIVING TRUST AGREEMENT
Page 17
DATED to be effective this /�i �day of �!$� 19�. � /
, �
j �
SETTLOR:
�—��''��L� ��� -, ��t'�-��;�,,,ti��.�,
ANNA M. SCHWANGER .��
ACCEPTED BY TRUSTEE:
�''ti�,��� 'Yl,. �CC;���..:.�,.�,a C,._�:>
ANNA M. SCHWANGER �
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
This instrument was acknowledged before me on the date herein set forth by ANNA M.
SCHWANGER as Settlor and Trustee to certify which witness my hand and seal of office.
Notary Publ' , Commonwealth of Pennsylv nia
NOTARlO.L SEAL
ST�PHEN A.STROPE,Notary Pub►1c
SChuytkiil Twp..Chest�Counry
Commiseion�x 'res A rl!29,2L102
REVOCABLE LIVING TRUST AGREEMENT
Page 18
_�
NOTARIZED SUMMARY OF TRUST �
�
THE ANNA M.SCHWANGER �
REVOCABLE LIVING TRUST AGREEMENT /
.�
The undersigned hereby certifies that I created a Revocable Living Trust. This Trust is known as
THE ANNA M. SCHWANGER REVOCABLE LNING TRUST, dated the�day of
, 19�. A�*1A M. SCHWANGER, Settlor and Trustee, resides at 1470 Vesta Drive,
Harris rg, County o Dauphin, Commonwealth of Pennsylvania.
IT IS AGREED BETWEEN THE PARTIES HERETO AS FOLLOWS:
Description of Trust
The party he,eio desires to confirm the��stablishme�t oi a Revocable Trust on this date for the Uenefii of the
Settlor and containing herein the following provisions:
1. The Settlor is designated as the Trustee to serve until her death, resignation,or incompetence.
2. Upon the end of the terms of the original Trustee, ANNETTE S. WILSON and GEORGE W.
MILLER are designated as Joint Successor Trustees.
3. Any Trustee/Settlor has the power and authority to manage and control, buy, sell, and transfer the
Trust property in such manner as the Trustee may deem advisable,and shall have,enjoy and exercise
all powers and rights over the concerning said property and the proceeds thereof as fully and amply
as though said Trustee were the absolute and qualified owner of same,including the power to grant,
bargain, sell and convey, encumber and hypothecate,real and personal properly, and the power to
invest in corporate obligations of every kind,stocks,preferred or common,and to buy stocks,bonds
and similar investments on margin or other leveraged accounts, except to the extent that such
management would cause includability of an irrevocable trust in the Estate of a Trustee.
4. Following the death of Trustee,the Trust will continue or be distributed in whole or in part for the
benefit of other named Beneficiaries according to the terms of the Trust.
5. `v'v iiile�eitior is iiving and competent,excepi w��en there snall be a Lorporate i rus�ee,Trustee may
add money to or withdraw money from any bank or savings and loan or checking account owned by
the Trust.
6. Unless otherwise indicated to a prospective transferee,the Trustee has full power to transfer assets
held in the name of the Trust. Subsequent transferees are entitled to rely upon such transfers
provided that the chain of title is not otherwise deficient.
7. The Trust Agreement also states that any bank, corporation, brokerage firm, or other entity or
individual, may conclusively presume that the Trustee has full power and authority over the Trust
Assets and such person or institution shall be held harmless and shall incur no liability by reason of
so presuming.
8. The situs of the Trust is the COMMONWEALTH OF PENNSYLVANIA.
TRUST SUMMARY
Page 1
� 9. The use of this Summary of Trust is for convenience only and the Trust solely controls as to
' provisions and interpretations. Any conflict between this abstract and the Trust shall be decided in
Favor of the Trust. /
IN WITNESS WHEREOF,the party has hereto executed this Summary of Trust this date. ��> ��
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SETTLOR/TRUSTEE �
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ANNA M. SCHWANGER _J
ST."�TE Or PEI�TdSYL�'ANIti}
COUNTY OF DAUPHIN} ss.
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On this,the /� —day of � � , 199�,before me,a Notary Public,personally appeared
ANNA M. SCHWANGER, persona y known to me to be the person whose name is subscribed on this
instrument, and acknowledged that she executed it for the purposes herein expressed.
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Notary Pub ' ,Commonwealth of Pen ylvania �
NOTARIP.L SEAL
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ANNA M SCHWANGER
ANNETTE S KNAUB TRUSTEE
REVOCABLE LIVING TRUST
760 DOGWOOD TER
BOILING SPRINGS PA 17007
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1�2/27113 VERIZON FINANCIA PAYMENTS $39.79 $12,11�6.01
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NOTE:SEE REVERSE SIDE FOR IMPORTANT INFORMATION 92140 ROLL 07/11
Member FDIC
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Fees Summary
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E T RO Metro Bank
3801 Paxton Street
Harrisburg PA 17111-1418
BA N K myme tobank�com
>02821 3888312 001 D92y4D
ANNETTE S KNAUB
REP PAYEE FOR
ANNA M SCHWANGER
760 DOGWOOD TER
BOILING SPRINGS PA 17007
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01/28/14 INTEREST PAYMENT $0.12 a132.92 �
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items credited to your account.
28 Cycle Page 1 of 4 g2140 ROLL 07111
NOTE:SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC
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