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Home My WebLink About12-29-14 1505610140 REV-1500 EX (01-10' OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 4 0 6 8 7 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 6 1 3 2 0 1 4 0 3 1 2 1 9 2 2 Decedent's Last Name Suffix Decedent's First Name MI W I L L I A M S 0 N M A. Y N A R D B (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI W I L L I A M S 0 N T A E K 0 Y Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 0 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) ❑X 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 E] 10.Spousal Povary Credit(date of death El 11.Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number M A R C U S A - M c K N I G H T I I I 7 1 7 2,>4 9 2 5 3 s REGISTE"F MLLS USE&+Y C-> M C-.o M First line of address �a M CD I R W I N & M c K N I G H T P C "' c (Z, -Tj Second line of address ) —,=4 �x -Tt 6 0 W E S T P O M F R E T S T R E E T w M City or Post Office State ZIP Code ;:DATE FILED p C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: Under penalties of pedury,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,erect and complete.Declaration of preparer other than the personal representative is based on al!information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE o ADDRESS 203 ST NEHED E DRIV CARLISLE PA 17015 SIGNATU P OT!!r!PRESENTAnVE DATE a ADDRES 60 WEST P MF�TSTREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 1505610240 REV-1500 EX Decedent's Social Security Number Deredent'sName: MAYNARD B. WILLIAMSON RECAPITULATION 1. Real Estate(Schedule A) .......... ......... ...... .. .. .. ....... ... .. 1. • 2. Stocks and Bonds(Schedule B) ..... ................. ......... .... . .. 2. 0 . 0 0 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. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested .. .... . 6. 7. Inter-Vivos Transfers&Miscellaneous No -Probate Property (Schedule G) [� Separate Billing Requested .. .... . 7. 1 1 0 5 0 0 5. 2 5 8. Total Gross Assets(total Lines 1 through 7) ........... ................ 8. 1 1 0 5 0 0 5 . 2 5 9. Funeral Expenses and Administrative Costs(Schedule H) .. ............... . 9• 1 2 0 0 4 . 0 4 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) .. ........... 10. • 11. Total Deductions(total Lines 9 and 10) ........... ...... ........ ... ... 11. 1 2 0 0 4 . 0 4 12. Net Value of Estate(Line 8 minus Line 11) ........ ...... ....... ....... 12. 1 0 9 3 0 0 1 . 2 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) ...................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) ...................... 14. 1 0 9 3 0 0 1 . 2 1 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _ 1 0 9 3 0 0 1 . 2 1 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.0_ 0 . 0 0 16. 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE ... .................. ................. . ............... 19. 0 • 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610240 , 1505610240 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 14 0687 DECEDENTS NAME MAYNARD B.WILLIAMSON STREET ADDRESS 203 STONEHEDGE DRIVE CITY STATE ZIP CARLISLE I PA 117015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 0.00 3. Interest (3) 4. If line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. if Line 1 +Line 3 is greater than Lire 2,enter the difference.This is the TAX DUE. (5) 0.00 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; ...................................................................... Elb. retain the right to designate who shall use the property transferred or its income; ............................... 1—] 121 c. retain a reversionary interest;or ................................................................................................ El ❑9 d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ IXI 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ IZI 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. X❑ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and 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 decedents lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents 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-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER MAYNARD B. WILLIAMSON 21 14 0687 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 INCLUDE THE NAME OFTHE TRANSFEREE,THEiRRELATIONSHIP TODECEDENT AND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATrACHACOPY OFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST OFAPPucABLP VALUE 1. ORRSTOWN FINANCIAL ADVISORS ACCOUNT NUMBER: 4N2306005 HELD IN TRUST FOR THE BENEFIT OF TAEKO Y.WILLIAMSON 100 SHARES OF AIR PRODS&CHEMS INC COM 12,113.00 100.00 12,113.00 100 SHARES OF ALTRIA GROUP INC COM 4,145.00 100.00 4,145.00 1,600 SHARES OF AMEREN CORP COM 61,440.00 100.00 61,440.00 300 SHARES OF AT&T INC COPD! 10,509.00 100.00 10,509.00 100 SHARES OF BOEING CO COM 13,229.00 100.00 13,229.00 BROKERAGE MONEY MARKET ACCOUNT 52,341.56 100.00 52,341.56 3,000.49 SHARES OF DODGE&COX INCOME 41,766.85 100.00 41;766.85 105.09 SHARES OF DODGE&COX INTERNATIONAL 4,910.66 100.00 4,910.66 STOCK FUND 1,260 SHARES OF EXXON MOBIL CORP COM 129,339.00 100.00 129,339.00 146 SHARES OF FRONTIER COMMUNICATIONS 823.44 100.00 823.44 CORP COM 100 SHARES OF JOHNSON&JOHNSON COM 10,253.00 100.00 10,253.00 400 SHARES OF KINDER MORGAN ENERGY 31,572.00 100.00 31,572.00 PARTNER UT LTD PARTNER 33 SHARES OF KRAFT FOODS GROUP INC COM 1,947.33 100.00 1,947.33 100 SHARES OF MONDELEZ INTL INC CL A 3,744.99 100.00 3,744.99 TOTAL (Also enter on Line 7,Recapitulation) $ 1,105,005.25 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent MAYNARD B.WILLIAMSON 21 14 0687 Decedent's Name Page 1 File Number Schedule G-Inter-Vivos Transfers&Misc.Non-Probate Property DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST OFAPPUCABLEI VALUE 100 SHARES OF ORRSTOWN FINL SVCS INC COM 6,540.00 100.00 6,540.00 100 SHARES OF PEPSICO INC COM 8,719.00 100.00 8,719.00 1750 SHARES OF POWERSHARES GLOBAL EFT 25,270.00 100.00 25,270.00 TRUST AGG PFD PORT 100 SHARES OF POWERSHARES QQQ TRUST UNIT 9,232.00 100.00 9,232.00 SER 1 100 SHARES PROCTER&GAMBLE CO COM 7,963.99 100.00 7,963.99 100 SHARES OF SOUTHERN CO COM 4,353.00 100.00 4,353.00 350 SHARES OF SPDR SERIES TRUST S&P DIVID ETF 26,533.49 100.00 26,533.49 UNITED STATES TREAS NTS 15,171.63 100.00 15,171.63 1,020 SHARES VANGUARD BD INDEX FD INC 85,863.60 100.00 85,863.60 INTERMED TERM 2,039.70 SHARES OF VANGUARD INFLATION 27,637.85 100.00 27,637.85 SECURITIES 4,639.15 SHARES OF VANGUARD PA LONG-TERM 53,303.81 100.00 53,303.81 TAX-EXEMPT FUND 100 SHARES OF VANGUARD SPECIALIZED PORTFOL 7,740.00 100.00 7,740.00 DIV APP ETF 4,433.86 SHARESOF VANGUARD WELLESLEY FD#27 114,969.90 100.00 ! 114,969.90 610 SHARES OF VERIZON COMMUNICATIONS INC COM 29,999.80 100.00 29,999.80 2. ORRSTOWN INVESTORS IRA ACCOUNT#4N2305981 BENEFICIARY: TAEKO Y.WILLIAMSON SUBTOTAL SCHEDULE G 423,298.07 Continuation of REV-1500 Inheritance Tax Return Resident Decedent MAYNARD B.WILLIAMSON 21 14 0687 Decedents Name Page 2 File Number Schedule G-Inter-Vivos Transfers&Misc. Non-Probate Property DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBEf 2 THE DATE OF TRANSFER,ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLI—Le) VALUE 190 SHARES OF 3M CO COM 27,238.40 100.00 27,238.40 130 SHARES OF ALTRIA GROUP INC COM 5,388.50 100.00 5,388.50 BROKERAGE MONEY MARKET ACCOUNT 52,680.83 100.00 52,680.83 3897.99 SHARES OF DODGE&COX INCOME 54,259.98 100.00 54,259.98 200 SHARES OF DTE ENERGY CO COM 14,894.00 100.00 14,894.00 29 SHARES OF KRAFT FOODS GROUP INC COM 1,711.29 100.00 1,711.29 89 SHARES OF MONDELEZ INTL INC CL A 3,333.04 100.00 3,333.04 130 SHARES OF PHILIP MORRIS INTL INC COM 11,498.50 100.00 11,498.50 350 SHARES OF SPDR SERIES TRUST S&P DIVID ETF 26,533.49 100.00 26,533.49 UNITED STATES TREAS NTS 25,602.24 100.00 25,602.24 1,562.02 SHARES OF VANGUARD GNMA FUND 16,682.41 100.00 16,682.41 1,375.45 SHARES OF VANGUARD TOTAL BOND MARKET 14,827.39 100.00 14,827.39 INDEX FUND 1,886.71 SHARES OF VANGUARD WELLESLEY FD#27 48,922.28 100.00 48,922.28 I SUBTOTAL SCHEDULE G 303,572.35 r GRAND TOTAL SCHEDULE G $ 1,105,005.25 REV-1511 EX+(10.09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERRESIDENT DE EDENAX TURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MAYNARD B. WILLIAMSON 21 14 0687 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Years)Commission Paid: 2. Attorney Fees: IRWIN &MCKNIGHT, P.C. 11,000.00 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: REGISTER OF WILLS 653.50 5 Accountant Fees: PATRICIA A. ROSEN DALE, CPA 85.00 ASHLAND CORPORATION GROSS-UP CALCULATION 6. Tax Return Preparer Fees: 7. CUMBERLAND LAW JOURNAL-ESTATE NOTICE 75.00 8. THE SENTINEL-ESTATE NOTICE 190.54 TOTAL(Also enter on Line 9,Recapitulation) $ 12 004.04 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MAYNARD B.WILLIAMSON 21 14 0687 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. TAEKO Y. WIILLIAMSON Spousal 1,093,001.21 203 STONEHEDGE DRIVE REMAINDER CARLISLE, PA 17015 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. LAST WILL AND TESTAMENT I, MAYNARD B. WILLIAMSON, of the South Middleton Township, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this instrument to be my.Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executrix or Substitute Executor, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and all interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executrix or Substitute Executor from my estate, and that none of the aforesaid taxes shall be prorated among those persons named herein or otherwise beneficiaries hereunder. TWO: My Executrix or Substitute Executor may, at her or his discretion, compromise claims, borrow money, retain property for such length of time as she or he may deem proper; lease and sell property for such prices, on such terms, at public or private sale or sales, as she or he may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. THREE: I authorize and empower my Executrix or Substitute Executor to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executrix or Substitute Executor is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executrix or Substitute Executor. FOUR: I hereby give,devise and bequeath all of my estate of every nature and wherever situate to my wife,TAEKO Y.WILLIAMSON. FIVE: If my wife, TAEKO Y. WILLIAMSON, does not survive me by a period of at least sixty (60) days after my death, then my estate I give,devise and bequeath to my sons, in equal shares per stirpes,as follows: a. Fifty Percent(50%)to my son, CHRISTOPHER B. WILLIAMSON; and b. Fifty Percent(50%)to my son,JAMES M.WILLIAMSON. SIX: I hereby nominate and appoint my wife, TAEKO Y. WILLIAMSON, to be the Executrix of this my Last Will and Testament. In the event my wife, TAEKO Y. WILLIAMSON, has predeceased me, failed to qualify or is not able or does not serve for whatever reason, I then appoint MARCUS A. McKNIGHT, III to serve as Substitute Executor of this my Last Will and Testament, whereby the Substitute Executor shall have the same powers as the-original Executrix herein. In the event MARCUS A. McKNIGHT, III,has predeceased me, failed to qualify or is not able or does not serve for whatever reason, I then 2 e appoint CHRISTOPHER B.WILLIAMSON to serve as Substitute Executor of this my Last Will and Testament, whereby the Substitute Executor shall have the same powers as the original Executrix herein, SEVEN: I reserve the right to keep a list of personal property with my Will, which is intended to designate which items of personal property I wish to go to which relatives. Should I elect to do so, I direct by Executrix or Substitute Executor to treat that list as though it were part of my estate, and to distribute those items of personal property which I choose to specifically designate to the individuals whom I have designated. EIGHT: I have most of my stocks and bonds in a custodial account, presently held by ORRSTOWN BANK and, as of the time of drafting of this Will, it presently contains assets totaling approximately $600,000.00. I direct my Executrix to convey all of the assets which are in this account, or in any successor account containing these or similar assets as of the time of my death, to the ORRSTOWN BANK, or it successor, and to my son, CHRISTOPHER B. WILLIAMSON, in Trust, nevertheless, for the benefit of my wife, TAEKO Y. WILLIAMSON. I direct that ORRSTOWN BANK. and my son, CHRISTOPHER B. WILLIAMSON, shall serve jointly as Trustees of my Trust. I direct my Trustees to pay the the sum of$825.00 per quarter to my son,JAMES M.WILLUMSON,following the timing of the payment pattern which I have established during my lifetime,during his life. These payments shall terminate upon his death or upon termination of the Trust. I direct my Trustees to pay the income from this Trust in regular installments to my wife, no less frequently than quarterly during her lifetime. Being mindful of the low interest environment, as of the drafting of this Will, I direct my Trustees to meet with my wife, TAEKO Y. WILLIAMSON, at least once a year to reach an understanding as to an appropriate regular distribution from principal of the 3 Trust for my wife's proper support, maintenance and medical care, taking into account all of the assets available to her. My Trustees are to give priority to my wife's support, maintenance and comfort,as opposed to the preservation of principal. In addition, in each calendar year following the year of my death,the Trustees shall pay to my wife such portions of the principal as she may request in writing, not to exceed in any one calendar year, on a non-cumulative basis, the greater of $5,000.00 or up to 2% of the aggregate value of the principal as of the first request for withdrawal in such year. This annual draw may be for any reason at my wife's discretion, and not just based upon her needs. Upon my wife's death, Trustees shall convey and pay over the remaining assets of the Trust to my sons, CHRISTOPHER B.WILLIAMSON and JAMES J. WILLIAMSON, , in equal shares, per stirpes. Should my wife, TAEKO Y. WILLIAMSON, at any time, be dissatisfied with the services of the Trustees, she shall have the option to notify the Trustees of their dismissal, and, the Trustees upon direction of my wife, shall complete an informal accounting and transfer all the assets of the Trust to another Corporate Trustee, or an individual professional Trustee designated by my wife,TAEKO Y.WILLIAMSON. NINE: No Executrix or Substitute Executor acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. TEN. No person or persons shall benefit hereunder unless such beneficiary shall survive me for a period of at least sixty(60)days. ELEVEN: No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder; and no beneficiary's creditors may levy, attach or otherwise reach any such interest. 4 TWELVE: If any person entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person shall forfeit his or her entire interest inherited hereunder and all provisions in favor of such person shall be declared void and of no effect. The share of such person so forfeited shall be distributed as part of the residue pursuant to Paragraph Five hereof except that if such person is entitled to share in the said residue,that interest shall be distributed proportionately to the other residuary beneficiaries. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 24h day of October 2013. � D�LI 4 (SEAL) MA Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in our presence, who, at his request, in his presence and in the presence of each other have hereunto set our names as subscribing witnesses. 5 o , ACKNOWLEDGMENT AND AFFIDAVIT WE, MAYNARD B. WILLIAMSON, TRACI D. SMITH, and SHARON L. SCHWALM, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed,and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. MAYNARD B.WILLIAMSON TRACI D. SMITH �W,-/ mon ese,9Dr r�� SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MAYNARD B.WILLIAMSON, the testator herein, and subscribed and sworn to before me by CI D. SMITH, and SHARON L.SCHWALM,witnesses,this 24"day of Octo er 01 r OMMONWEAA TH OF PENNSYLVANIA S P blic Notarial seal Martha L.Noel,Notary Public Carlisle Bo%Cumberland County My CommlSSion txplres Sept 1802015 MEMBER,PEN.MWARIA ASsOQATION OF NOTARIES I, MAYNARD B. WILLIAMSON, of Chester County, Commonwealth of Pennsylvania,am creating this Trust Agreement dated this 18th day of March,2002,with myself as Trustor and Trustee. It is my intention to establish a trust of the property listed on Schedule A and any other property that may be received by Trustee for this trust. The investments,reinvestments, and proceeds of all such properties are to be called "the trust fund." Trustee hereby acknowledges delivery of the property listed on Schedule A and agrees to carry out the terms of this Trust Agreement. Some of the terms used in this trust agreement are specifically defined in the Definitions Section. SECTION I Distribution As to each trust created in this Trust Agreement,Trustee shall hold,manage,invest, and reinvest the funds in each trust, collect all the income from it,pay out of the income all taxes, charges,and expenses that should be paid from income,and distribute the net income and principal of each trust in accordance with the following provisions relating to the trust. A-DurinMy Lifetime Trustee shall pay over the net income of the trust fund to me and,in addition,shall pay over to me so much of the principal as I may request in writing at any time. If I should become incapacitated for any reason,including illness or accident,so that I am unable to take care of or manage my affairs, Trustee shall pay over or apply the net income and/or principal_of the trust fund to or for my support,maintenance,comfort,recreation,and/or well- being and/or to the payment of any taxes or other obligations for which I may be liable,at such times, in such amounts,and to such extent as Trustee, in its sole judgment and discretion,deems to be in our best interest. Trustee shall accumulate and add to principal any of the net income not paid over and/or applied under this provision. In addition,if I am unable to manage my own affairs,Trustee is authorized to distribute to the attorney-in-fact under a durable Power of Attorney which 1 may have executed and which is then in effect, so much of the net income and principal as such attorney-in-fact states in writing is necessary to make gifts to my issue within the limits of Section 2503(b)of the Code as may be provided for in such durable Power of Attorney, or to use my unified credit for federal gift tax purposes provided under Section 2505 of the Code, and/or my available generation-skipping tax exemption under Section 2631 of the Code, as provided for in such Durable Power of Attorney. B -After My Death After my death, Trustee shall administer and distribute the trust fund as follows: 1. Payment of Taxes, Administrative Expenses. Trustee shall pay over to my executor or administrator so much of the trust fund as such executor or administrator shall state in writing is necessary or desirable to provide my estate with funds with which to pay my funeral expenses,my debts,the costs of administration of my estate,and all of the taxes which may be imposed upon my estate,upon the trust fund,and/or upon any property or interest in property, legal or equitable, which is included in my estate for purposes of computing any such taxes,and any such statement of my executor or administrator shall be binding and conclusive upon Trustee and upon all persons and corporations having any interest in the trust fund; provided,however,that Trustee shall not pay over to my executor or administrator any cash 2 or other property which would not be otherwise includable in my gross estate for Federal estate tax purposes if not so paid over. 2. Residuary Trust (a) If my wife survives me then Trustee shall hold, administer, and distribute the balance of the trust fund("the residuary trust"),as is hereinafter provided. (b) Trustee shall pay over to my wife, monthly, during the remainder of her life,or until the whole of the residuary trust shall have been sooner distributed,the net income of the residuary trust. Further, Trustee shall pay over and/or apply so much of the principal to or for my wife's maintenance, support, health and/or general welfare as Trustee shall determine, in its sole discretion,to be in her best interest. (c) In addition,Trustee shall distribute to my wife as much principal as she requests in writing at any time or times,provided that on a noncumulative basis,the aggregate value of all such withdrawals during any calendar year shall not exceed Five Thousand Dollars($5,000.00) plus,if she is living on the last day of a calendar year,the excess(if any)of five percent(5%)of the then market value of the principal(not reduced by any income taxes chargeable to principal)over Five Thousand Dollars ($5,000.00). 3. Distribution to Sons Upon my wife's death, in the event she survives me, or if my wife predeceases me,then upon my death,Trustee shall distribute the balance of the residuary trust,utright and free from trust,to my then living issue,per stirpes. 3 SECTION II Special Distributions A. Distributions to Beneficiaries Under Age 21 or Under an Inca as city If any property, and/or the income from any property, is to be distributed under any trust hereunder, to any person who is not yet twenty-one(21)years of age, or who, in the opinion of Trustee,is mentally or physically disabled,then Trustee shall transfer such property to a separate trust to be held by Trustee during such minority or disability, unless the trust share is sooner terminated as otherwise provided herein;the net income and/or principal thereof may be accumulated or expended for the education(including college and graduate studies),support and maintenance of such beneficiary as the Trustee,in its sole discretion,may determine. Trustee,in the expenditure of income and/or principal for such purposes,may in its discretion,apply the same directly without the intervention of a guardian,or pay the same to any person having care or control of said beneficiary, or with whom the beneficiary resides,without the duty on the part of the Trustee to see to or inquire into the application of the funds by any person to whom any payment is so made. The balance of such income and/or principal shall be paid to said beneficiary when the disability or minority ceases,or to said beneficiary's estate in the event of death prior thereto. Further, I authorize Trustee, in its sole discretion, to distribute such property to a qualified custodian for such person under the Uniform Transfers to Minors Act, selected by Trustee (Trustee may be the Custodian) to be held, administered, and distributed by the Custodian, in accordance with the provisions of the Uniform Transfers to Minors Act, until such person reaches twenty-one (21) years of age if permissible (whether or not such person has attained his or her legal majority before such age). 4 B. Delivery of Income or Principal Distributions Any income and/or principal of any trust hereunder to which any beneficiary may be entitled may,without regard to any order or assignment purporting to transfer the same to any other person,be paid or distributed by Trustee,in its sole discretion,into the hands of such beneficiary,or to the person with whom such beneficiary shall reside, or mailed to such beneficiary's last known address,or deposited to the account of such beneficiary in a bank or trust company of good standing, or applied for the benefit of such beneficiary directly by Trustee or paid over to a qualified custodian under the Uniform Transfers to Minors Act; a-Lid the receipt for any payment or distribution or evidence of the application of any income or principal made in conformity with the foregoing shall fully discharge Trustee from any further liability therefor. C. Spendthrift Provision The interest of any beneficiary in either the income or principal of any trust hereunder shall not be alienated or in any other manner assigned or transferred by such beneficiary; and such interest shall be exempt from execution, attachment, distress for rent, and other legal or equitable process which may be instituted by or on behalf of any creditor or assignee of such beneficiary. The foregoing provisions shall not limit or otherwise affect the right of any beneficiary hereunder(or the personal representative of such beneficiary),to disclaim or relinquish,in whole or in part, any interest(including a future interest, and including any power with respect to property) such beneficiary may have in any trust hereunder and,in the event of a disclaimer,thereby accelerate the next succeeding interest as if the beneficiary had predeceased the holder of the interest which immediately preceded the interest so disclaimed, unless otherwise specifically provided for in this Agreement and in the event of a relinquishment,the person or persons entitled to receive the interest 5 so relinquished, or the next succeeding interest, shall be determined as of the time of such relinquishment. SECTION III Powers Granted to Trustee Subject to any limitations set forth expressly in this Agreement,Trustee shall have, in general,the power to deal with and take action with respect to the property,real or personal,held in each trust, in the same manner, and to the same extent,as an individual might or could do with respect to his own property. The following powers are not intended to be limiting, but to be illustrative of the general powers to be exercised by my Trustee. Trustee is specifically authorized and empowered, in its sole discretion, except as may be otherwise provided herein: A. To retain any property constituting the original trust fund or added to it, without liability for any decrease in the value thereof. B. To sell at public or private sale,exchange for like or unlike property,convey, repair, alter, improve, lease for terms longer or shorter than such trust,or otherwise dispose of any property held in such trust, for such price, and upon such terms and credits as Trustee may deem proper. C. To borrow money from anyone,including itself,and to pledge,mortgage,or otherwise encumber any property held in such trust as security therefor. D. To invest,reinvest and change investments from time to time,in such stocks, bonds,notes,securities,and/or other property as it may deem appropriate for such trust,irrespective of the rules of investment applying to Trustees under any present or future laws of any jurisdiction, and without any duty to diversify investments. 6 E. To participate in any plan or proceedings for protecting or enforcing any rights, obligations, or interests arising from any property held in such trust, or for reorganizing, merging, or adjusting the finances of any corporation issuing the same, to deposit, exchange or surrender property of all types,to pay any assessment or any expense incident thereto,and to do any other act or thing that Trustee may deem necessary or advisable in connection therewith. F. To make any division or distribution of the property held in such trust in cash or in kind, or partly in cash and partly in kind. G. To vote directly or by proxy any shares of stock held in such trust. The power to vote stock liereby granted shall be deemed to include the power to vote shares of the capital stock of any corporate Trustee without liability for so doing,unless and to the extent only that it may be affirmatively shown that in so voting such shares of its own capital stock, Trustee shall have acted in bad faith and in wanton disregard of the rights and interests of any beneficiary or beneficiaries of such trust. H. To the extent permitted by law, to determine whether expenses or other disbursements,including any expenses in connection with the operation,maintenance,improvement, and protection of any property held in such trust, shall be charged against principal or income, or partly against principal and partly against income,and such determination shall be conclusive upon all persons and corporations claiming any interest in such trust. I. To rely upon such information with respect to heirship, relationship, survivorship, identity, or any other fact relative to determining to whom any property held in such trust and/or the income therefrom shall be paid or distributed, as Trustee shall have no reason to believe is incorrect,without any liability for so doing. 7 J. To register any property in bearer form or in its own name or in the name of its nominee,without disclosing its fiduciary capacity,and Trustee's liability shall be neither increased nor decreased thereby. K. To retain any and all property undivided, if more convenient to do so,until physical division becomes necessary in order to make any distribution therefrom, and until such division is made, to allocate to each share of such trust its proportionate part of the receipts and expenses. L. To make loans, against adequate collateral, to the executor or other representative of the estate of a beneficiary of such trust and/or to purchase any security or other property, real or personal, belonging to the estate of a beneficiary. In no event shall Trustee be responsible or liable in any way for any loss resulting to such trust by reason of any such purchase or loan. M. To litigate,submit to arbitration,compromise,or settle any.claim in favor of or against such trust, and to execute all agreements, deeds, and releases necessary or proper in connection therewith. N. To employ, retain, or consult accountants, investment counsel, attorneys-at-law, and other professional advisors, and to pay, out of the income of such trust, any reasonable fees and expenses in connection therewith. O. To pay, out of the income of such trust, and to the extent income is not sufficient,out of the principal of such trust,any taxes on any real property held as a part of such trust, and to pay, in Trustee's sole discretion, such expenses for maintaining, repairing, improving, and insuring such real property as Trustee shall deem necessary or desirable. 8 SECTION IV Reserved Powers and Restrictions on Powers of Trustee A. Additions to Trust Fund With the consent of the Trustee of any trust hereunder,I and/or any other person may add to such trust, or to any share or portion thereof,at any time or times. B. My Power to Modify,Alter, or Terminate I reserve the right,and shall have the power at any time or times during my lifetime, by an instrument in writing delivered to Trustee,to modify,alter,or terminate this Agreement,either in whole or in part; provided, however, that the duties, powers, liabilities, and compensation of Trustee shall not be changed substantially without its consent. The property with reference to which this Agreement is terminated shall be delivered to me upon payment to Trustee of any expenses incident thereto. SECTION V Successor Trustee A. If the existing Trustee of any trust hereunder shall resign, die, or become incapacitated, then upon such occurrence, such one of the following-named persons, in the order named,as shall be living,willing,and able so to act,shall become the successor trustee,without the necessity of any court proceedings. 1. My wife,TAEKO Y. WILLIAMSON. 2. My son, CHRISTOPHER B.WILLIAMSON. 9 3. Anything herein contained to the contrary notwithstanding,if my wife survives me,but is not willing or able to act as Trustee,at any time,then upon my death,my wife's sister,YOSHIKO CHASIN,or if she is not living, willing or able so to act, at any time, then my wife's brother-in-law, DAVID CHASIN. 4. THE PEOPLES BANK OF OXFORD,PA. B. The adult income beneficiaries of any trust hereunder shall be authorized to remove the existing Trustee by written notice delivered to the existing Trustee, and the existing Trustee of any trust shall be authorized to resign by written notice delivered to the adult income beneficiaries of such trust. If the existing Trustee of any trust hereunder shall be removed or shall resign pursuant to the foregoing provisions, such existing Trustee shall transfer and deliver the property held in such trust,within thirty(30)days of the receipt of such written notice of removal or of the giving of written notice of such resignation,to the successor trustee provided in paragraph A; or if none,then to a successor trustee nominated and appointed by the existing Trustee,or if none, by a majority of the adult income beneficiaries of such trust, by written notice delivered to such existing Trustee,which successor trustee shall be a bank or trust company in any jurisdiction in the United States having a capital and surplus of at least Ten Million Dollars($10,000,000). Upon the transfer and delivery of the property held in such trust to a successor trustee pursuant to the foregoing provisions, such existing Trustee of such trust shall be without any further liability or responsibility with respect thereto. C. No successor trustee shall be required to examine into the acts of its predecessor Trustee, and each successor trustee shall have responsibility only with respect to the property actually delivered to it by its predecessor trustee. 10 D. Each successor trustee shall have all the powers and duties conferred in this Trust Agreement upon the original Trustee. SECTION VI Miscellaneous Provisions A. Trustee shall pay the net income of each trust hereunder to the beneficiary to whom such income is directed to be paid,at such times as shall be convenient to such beneficiary and agreed to by Trustee. B. Upon the happening of any event terminating the period during which the income of any trust hereunder is directed to be paid to a beneficiary,then,any statute or rule of law to the contrary notwithstanding,any accrued or other income not actually collected and available for distribution to such beneficiary prior to the happening of such event shall,when collected,be treated as though it had, in fact, accrued after the happening of such event. C. Trustee shall collect dividends declared on shares of stock delivered to it if such delivery shall occur prior to the record date for such dividends,and Trustee shall treat all such dividends, upon receipt, as income or principal pursuant to Pennsylvania law. D. With respect to interest that shall have accrued but shall not have been paid on any interest-bearing property at the time of its delivery to Trustee,Trustee shall collect and treat such interest, upon receipt, as income or principal pursuant to Pennsylvania law as though such interest had accrued after such delivery. E. No person or corporation dealing with Trustee shall be obliged to see to the application of money paid or property delivered to Trustee,to inquire into the necessity or propriety 11 of Trustee exercising any of the powers conferred herein upon it,or to determine the existence of any fact upon which Trustee's power to perform any act hereunder may be conditioned. F. Trustee shall not be required to file with the Court of Chancery or Register in Chancery or with any other court or officer of any other court any inventory or accounting unless specifically ordered to do so on application of any beneficiary of any trust hereunder,or the Trustee of any such trust, or on the court's own motion. Trustee shall not be required to give bond or recognizance,with or without surety,for acting as such. Any action taken by Trustee in good faith shall be proper,and Trustee is hereby relieved of all personal liability,except for gross negligence or willful wrongdoing. G. The acting Trustee of any trust hereunder shall be entitled to receive,out of the income or principal of the trust or trusts with respect to which it shall be so acting,compensation for its services hereunder to be determined from time to time by the application of the current rates then charged by such Trustee for trusts of a similar size and character, and in the event that such Trustee shall be called upon to render any extraordinary services, it shall be entitled to additional compensation therefor. H. In the event that I and my wife shall die under such circumstances that there is not sufficient evidence that we died otherwise than simultaneously,then for the purposes of this Trust Agreement,my wife shall be deemed to have survived me,notwithstanding any statute or rule of law to the contrary. I. If Trustee shall be required to pay any tax imposed by Chapter 13 of the Code as a result of any "taxable termination" (as defined in said Chapter 13) attributable to any trust hereunder,then Trustee shall pay such tax only out of the funds available in such trust. Any such tax 12 so paid by Trustee shall be charged against any shares or portions into which,under the foregoing provisions of this Agreement,such trust is required to be divided at the time the liability for paying such tax arises, in the same proportions which such shares or portions give rise to such tax(taking into account any exclusions,deductions,and credits which are available for the purpose of calculating the amount of such tax and which are attributable to such shares or portions). J. Trustee may direct my Executor to elect to treat any part or all of any trust established hereunder for the benefit of my wife or any other property includable in my estate for federal tax purposes as "qualified terminable interest property" within the meaning of Section 2056(b)(7) of the Internal Revenue Code of 1986, or any successor thereto, and any comparable election granted by any other taxing authority. In addition,notwithstanding anything herein to the contrary,if so instructed by my wife,Trustee shall make productive or convert into income-producing property the residuary trust. K. The Trustee may accept the accounts of my Executor without examination and without responsibility for them. The Trustee may accept assets distributed to it by my Executor without any obligation to inquire into the acts of such Executor, and the Trustee may accept such property without liability for such acts. L. This is a Pennsylvania contract and creates a Pennsylvania trust and all terms and provisions hereof shall be construed in accordance with Pennsylvania law, regardless of the residence of the beneficiaries hereof. M. Trustee accepts this trust and agrees to perform the same in accordance with its terms and conditions. 13 SECTION VII Definitions* A. Whenever used in this Trust Agreement and in any amendments hereto: 1. "My wife" and/or "my spouse" refer to my wife, TAEKO Y. WILLIAMSON, so long as we are married and not divorced or separated pursuant to agreement or court decree. 2. "Issue" and "lineal descendants" shall include those hereafter born, either before or after my death,as well as those now in existence. A child en ventre sa mere shall be deemed to be living,but only if such child shall be born alive. Any child adopted according to law while under the age of eighteen(18)years shall thereafter for all purposes be deemed a child and an issue of the adopting person and an issue of the ascendants of the adopting person,and furthermore, the children and issue of the child so adopted shall be deemed to be issue of the adopting person and his or her ascendants. Any person adopted after having attained the age of eighteen(18)years shall not be deemed a child or an issue of the adopting person, nor shall the children and issue of such adopted person be deemed to be issue of the adopting person or his or her descendants. 3. "Code"and any references herein to a particular section(§)of the Code shall mean the Internal Revenue Code of 1986,as amended,or any corresponding Federal tax statute enacted after the date of this instrument and any corresponding section thereof. 4. The masculine gender shall be construed to include a female or a corporation,and the neuter gender to include a male or female where the context so requires;and the Headings and subheadings appearing in the Trust Agreement are inserted merely to facilitate reading of the instrument and reference to parts of it, and shall not be taken to affect the interpretation of any portion of the body of the agreement. 14 singular number shall be construed to include more than one person or corporation where the context so requires. 5. "Spouse"of any person shall include the widow or widower,whether or not remarried,of such person,but shall not include anyone who is separated or divorced from such person. B. In applying any provision of this trust which refers to a person's issue or lineal descendants"per stirpes",the children of that person shall be taken to be the heads of the respective stocks of lineal descendants. C. Any reference in this trust instrument to the "Executor", "Executors", or "Trustee" refers to the one or more persons (including corporations) serving in such office at any given time,whether he or they be original, substitute, or successor executors or trustees, including administrators with or without the Will annexed. IN WITNESS WHEREOF, I, MAYNARD B.WILLIAMSON, have hereunto set my Hand and Seal as Trustor and Trustee, on this 18th day of March, 2002. WITNESS: 1 a�s� v►- -5l�d (SEAL) MAYNARD B.WILLIAMSON,TRUSTOR AND TRUSTEE 15 STATE OF DELAWARE SS: NEW CASTLE COUNTY BE IT REMEMBERED, that on this day of 2002,personaliy appeared before me,the undersigned,a Notary Public for the State of Delaware, MAYNARD B. WILLIAMSON, party to this instrument, known to me personally to be such, and duly acknowledged this instrument to be his act and deed. GIVEN under my Hand and Seal of Office,the day and year aforesaid. NOTARY PUIT MARY M. CULLEY Attorney At Law - DE 29 Del. C. § 4323 (a) Notarial Officer 16 SCHEDULE A REVOCABLE TRUST AGREEMENT OF MAYNARD B. WILLIAMSON Dated: March 18,2002 $10.00 MMC/104372-0001/776443/1 17 . g1ding_s_by_Inv_estor _..---.--. -. ----------------_-_.. Maynard B Williamson Bradley Gerlach Bamey's Trust 203 Stonehedge Dr Date: 06/13/2014 Carlisle,PA 17015 427 Village Drive Created:07/21/2014 Carlisle,PA 17015 717-240-0803 Maynard B Williamson Acct Name:MAYNARD B WILLIAMSON 203 STONEHEDGE DR CARLISLE PA 17015-9148 Acct No:4N2306005 Acct Type*Individual LA tae.x ti r,i �k TICer u a Asse`Tj/ a am NIu�antlly' Prig A 'bl e AZ r v, '� �� Ku AIR PRODS&CHEMS INC COM APD US STOCKS 100.00: 121.13 12,113.00 ALTRIA GROUP INC COM MO US STOCKS 100.00 41.45 4,145.00 AMEREN CORP COM AEE , .:.:US STOCKS 1;600.00.::.:: 38.40 6.1,440:00:: AT&T INC COM T US STOCKS 300.00 35.03 10,509.00 BOEING CO COM.. BA US STOCKS 100:00.. '" :. 132.29 13,229:00_ BROKERAGE MONEY MARKET CASH BROKERAGE 52,341.56 1.00 52,341.56 MONEY MARKET DODGE:&COX INCOME DO DIX BONDS DODGE&,COX 3,000.49 13:92 41,766:85 ..FUNDS DODGE&COX INTERNATIONAL DODFX NON-US STOCKS DODGE&COX 105.09 46.73 4,910.66 STOCK FUND FUNDS ::EXXON MOBIL CORP COM : . XOM US STOCKS 1,260.00;.. 102.65: 129,339.00' FRONTIER COMMUNICATIONS FTR US STOCKS 146.00 5.64 823.44 CORP COM ;JONNSON&JOHNSON COM JNJ US STOCKS 100.00': ' '-102.53 ....: KINDER MORGAN ENERGY KMP US STOCKS 400.00 78.93 31,572.00 PARTNER UT LTD PARTNER ;KRAFT.FOODS GROUP INC COM KRFT US STOCKS 33.00 59.01 . . 1,947:33,. IMONDELEZ INTL INC CL A MDLZ US STOCKS 100.00 37.45 3,744.99 ORRSTOWN FINL SVCS INC COM. ORRF US STOCKS 400.00 16.35. 6,540.00' PEPSICO INC COM PEP US STOCKS 100.00 87.19 8,719.00 P.OWERSHARES GLOBAL ETF PGX OTHER 1,750 00 ` 14.44 25,270.00 TRUST.AGG PFD PORT... . POWERSHARES QQQ TRUST UNIT QQQ US STOCKS 100.00 92.32 9,232.00 SERI PROCTER&GAMBLE.CO COM PG US STOCKS _100.00:::::.:: 79.64.; 7,96199:: SOUTHERN CO COM SO US STOCKS 100.00 43.53 4,353.00 sPDR$FRIES TRUST S&P DMD. SDY US STOCKS 350.00:.: : 75.81 26,533.49. ETF. UNITED STATES TREAS NTS CASH 15,000.00 100.66 15,171.63 2.375%09/30/14 B/EDTD 09/30/09 VANGUARD BD INDEX FD INC BIV BONDS 1020.00 - 84.18 85 863 60 INTERMED TERM VANGUARD INFLATION VIPSX BONDS VANGUARD 2,039.70 13.55 27,637.85 PROTECTEDSECURITIES FD#119 FUNDS VANGUARD PA LONG-TERM TAX- VPAIX. BONDS VANGUARD 4,639.15, 11.49 53;303:131; EXEMPT FUND FUNDS Incomplete if presented:vithout acromnanyine disdosure panes Page 1 of 3 Moldings by Investor Maynard 13 Williamson Bradley Gerlach Barney's Trust 203 Stonehedge Dr Date: 06/13/20114 Carlisle,PA 17015 427 Village Drive Created:07/21/2014 Carlisle,PA 17015 717-240-0803 ............ g -A "p, gm OL N .0 No VANGUARD SPECIALIZED VIG US STOCKS 100.00 77.40 7,740.00 PORTFOL DIV APP ETF VANGUARD WELLESLEY Fl)#27 VWINX BONDS VANGUARD 4;*433.86 25.93 114,969.90 FUNDS COM VERIZON COMMUNICATIONS INC VZ US STOCKS 610.00 49.18 29,999.80 Account Total: $801,432.89 Investor Total: $801,432.99 incomplete if Dresenled without mcomparviInq dislonkire p)een, Page 2 of 3 -Holdings by Investor Maynard B Williamson Bradley Gerlach Barney's Trust 203 Stonehedge Dr Date: 06/13/2014 Carlisle,PA 17015 427 Village Drive Created;07/21/2014 Carlisle,PA 17015 717-240-0803 ..................... Disclosure: Registered Representative of and securities offered through Cetera Advisor Networks LLC,member FINRAISIPC..is not affiliated with Cetera Advisor Networks LLC. Securities and/or Advisory Services offered through Cetera Advisor Networks LLC("the Firm"),member SIPC/FINRA. This report is being generated as a courtesy and Is for Informational Purposes only and Is not intended,In any manner,as an official brokerage or mutual fund statement.This report Is not to be used as an official books and records statement of the Firm.Please contact the relevant product sponsor If you have any questions about the statements. Values are as of 06/1312014.We believe the sources to be reliable,however,the accuracy and completeness of the information is not guaranteed. In the event of a discrepancy,the sponsors valuation shall prevail. Data reflected within this report may reflect data hold at various custodians and may not be covered under SIPC. The Firm's SIPC coverage only applies to those assets held at the Firm. In addition,certain other reported entities may be SIPC members that provide coverage for assets held there.You should contact your financial representative,or the other entity,or refer to the other entity's statement,regarding SIPC coverage. Assets reflected on this report that are not held at the Firm an your behalf are not part of the Firm's books and records. DATA DISPLAYED ON THIS SITE OR PRINTED IN SUCH REPORTS MAY BE PROVIDED BY THIRD PARTY PROVIDERS. Performance data quoted represents past performance and does not guarantee future results.The investment return and principal of an Investment will fluctuate so that an investor's shares when redeemed may be worth more or less than original cost.The values represented in this report may not reflect the true original cost of your initial investment. Cost basis information may be incomplete or may not accurately reflect the methodology used by a particular client. Clients should consult with their tax advisor. For to-based accounts only:The data may or may not reflect the deduction of investment advisory fees.If the investment is being managed through a fee-based account or agreement,the returns may be reduced by those applicable advisory fees.The Information contained in these reports Is collected from sources believed to be reliable.However,you should always rely on the official statements received directly from the custodians.If you have any questions regarding this report,please call your representative. The source data for the following accounts was provided by Pershing: 4N2306005 Page 3 of 3 Holdings by Inyestor..... Maynard B Williamson Bradley Gerlach Barney IRA 203 Stonshedge Dr Date: 0811312014 Carlisle,PA 17015 427 Village Drive Created:07/21/2014 Carlisle,PA 17015 717-240-0803 Maynard B Williamson Acct Name:IRA FBO MAYNARD B WILLIAMSON CETERA INVSTMNT SVC AS CUST 203 STONEHEDGE DR CARLISLE PA 17015-9148 Acct No:4N2305981 Acct Type:Third Party As Custodian Retirement Account I I! - 7 - 1:NOT U 0 a� y `fill IV Qu 'afft Ri Asset MMM.::::.::::� US STOCKS 2723 1M.COCOM ALTRIA GROUP. : INC COM MO US STOCKS 130.00 41.45 5,388.50 680. 100 52.680.8 BROKERAGE 52 83:..;:: BROKERAGE MONEY MARKET CASH —MONEY MARKET DODGE&COX: INCOME D.0 D I I.X BONDS FDOUNDSDGE&COX 3,897.99 .113.92 54,259-98 14 ,DTE 74.47 200.00. 'DTE ENERGY CO COM DTE . US,STOCKS KRAFT FOODS GROUP INC COM KRFT US STOCKS 29.00 59.01 1.711.29 ..MONDELEZ INTL INC CL A MDLZ US STOCKS 89.00:. 37.46 PHILIP I .. .MO..RRIS IN I TIL INC..COM PM US STOCKS 130.00 88.45 11,498.50 SPDR:SEIRIES TRUST S&P DMD SDY US STOCKS 350 00 75.81 26,5334 UNITED- .. : STATES..TREAS NTS BONDS 25,000-00 101.77 25,602.24 1.750%07/31/15 BIEDTD 07/31/10 VANGUAlkdGNMA FUND. VFIIX. :.:::::.:..:BONDS:. VANGUARD 1,562 02 10. 66 16,6132 4 b FUNDS VANGUARD TOTAL BOND MARKET VBMFX BONDS VANGUARD 1,375.45 10.78 14,82739 INDEX FUND FUNDS :VANGUARD WELLESLEY FD#27 VWINX BONDS VANGUARD.; 1;886 71- 29:.28. FUNDS Account Total: $303,572.33 InvestorTotal: $303,572 Page I of 2 iincompiete if presented without armtnoanvana disclosure Peaes Holdings by Investor Maynard B Williamson Bradley Gerlach Barney IRA 203 Stonehedge Dr Date: 06/13/2014 Carlisle,PA 17015 427 Village Drive Created:07121/2014 Carlisle,FA 17015 717-240-0803 ............. Disclosure: Registered Representative of and securities offered through Cetera Advisor Networks LLC,member FINRA/SIPC..is not affiliated with Cetera Advisor Networks LLC. Securities and/or Advisory Services offered through Cetera Advisor Networks LLC Cthe Firm"),member SIPC/FINRA. This report Is being generated as a courtesy and Is for Informational Purposes only and is not Intended,In any manner,as an official brokerage or mutual fund statement This report Is not to be used as an official books and records statement of the Firm.Please contact the relevant product sponsor If you have any questions about the statements. Values are as of 06113/2014.We believe the sources to be reliable,however,the accuracy and completeness of the Information is not guaranteed. In the event of a discrepancy,the sponsors valuation shall prevail. Data reflected within this report may reflect data held at various custodians and may not be covered under SIPC. The Firm's SIPC coverage only applies to those assets held at the Firm. In addition,certain other reported entities may be SIPC members that provide coverage for assets held there.You should contact your financial representative,or the other entity,or refer to the other entity's statement,regarding SIPC coverage. Assets reflected on this report that are not held at the Firm on your behalf are not part of the Firm's books and records. DATA DISPLAYED ON THIS SITE OR PRINTED IN SUCH REPORTS MAY BE PROVIDED BY THIRD PARTY PROVIDERS. Performance data quoted represents past performance and does not guarantee future results.The Investment return and principal of an investment will fluctuate so that an Investor's shares when redeemed may be worth more or less than original cost.The values represented in this report may not reflect the true original cost of your initial investment. Cost basis information may be incomplete or may not accurately reflect the methodology used by a particular client. Clients should consult with their tax advisor. For fee-based accounts only:The data may or may not reflect the deduction of investment advisory fees.If the Investment is being managed through a fee-based account or agreement,the returns may be reduced by those applicable advisory fees.The information contained in these reports Is collected from sources believed to be reliable.However,you should always rely on the official statements received directly from the custodians.If you have any questions regarding this report,please call your representative. The source data for the following accounts was provided by Pershing: 4N2305981 Page 2 of 2