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Home My WebLink About01-23-15 : � � � 1505610140 REV-1500 EX (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 2soso� 2 1 1 4 1 1 3 6 Harrisbur , PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Bifth MMDDYYYY 1 0 9 0 3 2 0 1 4 0 2 2 1 1 9 1 3 DecedenYs Last Name Suffix DecedenYs First Name MI M E A G E R R 0 S E M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return � 2.Supplemental Return � 3. Remainder Return(Date of Death Prior to 12-13-82) � 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) � 6. Decedent Died Testate QX 7. Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) � 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Numb�y c7 ,�; � B E N J A M I N J B U T L E R 7 1 � � 3 6 '�'� �'��r�5 �_, - .:� _ :_-cZ � REG'I$�'ER-,�1NILLg'�SE OFIUY:"J � - � � �":7 I ~ G� , r��.� First Line of Address . _T� t� _ � 1 0 0 7 M U M M A R 0 A D ' -� Y'"�' I ' : C_� � Second Line of Address :. ; � {� r�n S U I T E 1 0 1 � p`� "' � State ZIP Code � DATE FILED �� I City or Post Office — — L E M 0 Y N E P A 1 7 0 4 3 CorrespondenYs e-mail address: LAWYERS(cr�BUTLERLAWFIRM COM 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. SIG TURE PERSON RESP LE R FILING RETURN DA�` [ �,. s � ADDRESS 745 OLD " AKER AD LEWISBERRY PA 17339 SIGNATUR F P �¢R H ESENTATIVE DATE /� /"— � I—f � ADDRE 1007 MUMhIA ROAD, SUITE 101 LEMOYNE PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 J , � 1 1505610240 �J REV-1500 EX(FI) DecedenYs Social Security Number oecedent's Name: R 0 S E M • M E A G E R 1 RECAPITULATION 1. Real Estate(Schedule A) �� . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 Misceilaneous Personal Property(Schedule E). . . . . . . 5. � 6. Jointfy Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 6 5 4 . 2 6 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 7 6 8 5 5 . 5 � (Schedule G) � Separate Billing Requested . . . . . . . 7. 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 7 � 5 0 9 . 7 6 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9� 6 2 7 9 . 4 5 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 2 � � � • � � ��, Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 8 2 7 9 . 4 5 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . �2• 6 9 2 3 � . 3 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. 6 9 2 3 � . 3 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 _ � . � O 15. O . � � 16. Amount of Line 14 taxable 0 . � � at lineal rate X �0_ � • � � 16. 17. Amount of Line 14 taxable 0 . 0 0 17. � . 0 0 at sibling rate X .12 18. Amount of Line 14 taxable 6 9 2 3 � . 3 1 18. 1 0 3 8 4 . 5 5 at collateral rate X.15 19. TAX DUE 1 0 3 8 4 • 5 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑X Side 2 � 15�5610240 15�5610240 � ZEV-1500 EX(FI) Page 3 File Number Dec�derit's Complete Address: 21 14 1136 DECEDENT'S NAME ROSE M. MEAGER STREET ADDRESS 1700 Market Street _ — — _ __ __ _ _- -- _ _ _ — -- CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: �� 10,384.55 1. Tax Due(Page 2,�ine 19) 2. Credits/Payments A.Prior Payments 10,000.00 B.Discount 519.23 Total Credits(A+g) �Z� 10,519.23 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) 134.68 5. If Line 1 +Line 3 is greater than Line 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 ...................................................................... � � b. retain the right to designate who shall use the property transferred or its income ............................... X c. retain a reversionary interest ..................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care? ....................................................... � � 2. If death occurred after December 12,1982,tlid decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... � � 3. Ditl decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ ❑X 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑ 0 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 imposetl on the net value of transfers to or for the use of the tlecedent's lineal beneficiaries is 4.5 percent,except as noted in(�2 P.s.§s��s(a)(�)�. • 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 tlefined, under Section 9102, as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1509 EX+(01-10) � �pennsylvania SCHEDULE F DEPARTMENTOFREVENUE �OINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ROSE M. MEAGER 21 14 1136 If an asset was made jointly owned within one year of the decedenYs date of death,it must be repo�ted on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Heather Fischer 745 Old Quaker Road Collateral Lewisberry,PA 17339 B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 7 � y� Bank of America-Checking Account No. 0011 3390 1023 1,308.51 50. 654.26 *includes checks written before death but clearing after death* TOTAL(Also enter on Line 6,Recapitulation) $ 654.26 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) ' � SCHEDULE G � pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ROSE M. MEAGER 21 14 1136 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 OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST QFAPPLICABLE) VALUE 1, Morgan Stanley-Rose M.Meager Trust Account No.090-107928-031 65,717.87 100.00 65,717.87 Beneficiary: Lauren Elisabeth Fischer(collateral) 2. Morgan Stanley-Rose M.Meager Trust Account No.090-113246-031 11,137.63 100.00 11,137.63 Beneficiary: Lauren Elisabeth Fischer(collateral) TOTAL (Also enter on Line 7,Recapitulation) $ 76,855.50 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) ' ' SCHEDULE H pennsylvania DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ROSE M. MEAGER 21 14 1136 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. Myers-Harner Funeral Home, Inc. 3,042.00 2. Memorial Garden 900.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2 AttorneyFees: Butler Law Firm 1,51125 3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4, Probate Fees: 5 Accountant Fees: 6, Tax Return Preparer Fees: 7, Photocopies 1120 8. Cumberland County Register of Wills- Filing Fee 15.00 9. Executrix Expenses 800.00 TOTAL(Also enter on Line 9,Recapitulation) $ 6,279.45 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) � �pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� INHERITANCETAXRETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER ROSE M. MEAGER 21 14 1136 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 �, Medical Bills 2,000.00 TOTAL(Also enter on Line 10,Recapitulation) $ 2,000.00 If more space is needed, insert additional sheets of the same size. r�EV-1513 EX+(01-10) t > pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ROSE M. MEAGER 21 14 1136 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).j 1. Lauren Elisabeth Fischer Collateral 68,576.05 745 Old Quaker Road Lewisberry, PA 17339 2. Heather S. Fischer Collateral 654.26 745 Old Quaker Road Lewisberry,PA 17339 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. ' , , REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedenYs date of death: 10 000.00 Discount: ___519.23 Interest Table ;------ - - - -_T. _ - - __ _ _ _ _ � Year Days Delinquent� Balance Due Interest i this year this period - p _ �_ - this time erio ,�- ---- ---- _-- _ Before 1981 , __ -_ _ �� - - -- -- - -_ _ �1982_ -- - - --� __ _ -- --- �-_ _ . _ . ! 1983_ __ . �_ � __ _ 1984 � _ �-- _-�_ - __ _ _ _ -- - --- _ _ _ I 1985 II . _ 1986 _ _T_ _ _ _� -� - - 1 - __ _ _ -� 1987 g- � _ _ _ ---- . _ t - -- _ _ 1988 throu h 1991 � _ �_ - -� _- - ' _ 1992 --- �_ _ ' -- __ I _ __ �' _ - --- __ - 1993 through 1994 _ I ___ _ -_ _. _ _ _ - - _� I _ ___ 1995 through 1998 . t -- - __ __ --� _ _-- -- - - �,_1999 _ ' � _ _ __ _ _ -_ _ ' 2001 _ _ _-�_ __ - _ + _ - ---� - _ _ _ _ 20_00__ � _ - - __T _ _ � 12002_ � _.�_. __ __ � - 2003 . - _ _ - - -- - - -� .-. --- 2004 �_ _ �--- - -- __ -. - � 2005 �-- . T� _ � � _ -� - I - I 2006 _ . ' � - __ _� __ __ -- -- - I 2007 --_ _ � . __ ' --' - _ _ _ j -- _ -_. __ __ - � 2008 -- -- � . -_ __ I 2010 T .- � _ ___ � _ _ - _- _ - - __ _ ___ _.__ _ -- _ -- _� _ � 2009 _ 1 - I _ __ � r- - - - , 2011 throuc�h 2014 -_ - - -- ^I _ _ - _ _ _ _ _ - I - � _ __- ---� _ __ _ _� _ -� _ .� __ _ _ --- - � _ _- __ _ -� -__ - - � - _ � -- _- ___ . . _ - �- - -- �_ _ -- - ! t _._ _ _ __ � _- __ 1_ - - -__ _ __---- TOTALS ' _ _ J --- - - -_ _ _ __ - Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: A � ROSE M. MEAGER TRUST AGREEMENT � On January 11, 1999, in Orange County, California, this Trust Agreement is entered into by ROSE M. MEAGER as trustor, and ROSE M. MEAGER as trustee, hereafter referred to as the "trustee." Rose M. Meager is also sometimes known as Rose Langenbucher The trustor intend to transfer and deliver property to the trustee, as listed on the Schedule of Trust Assets attached hereto and incorporated herein by reference. This property, together with any other property that may later become subject to this trust (hereafter the "trust estate") shall be held, administered and distributed as hereafter provided. This trust may be referred to as the "ROSE M. MEAGER TRUST dated January 1 l, 1998." This trust may alternately be referred to as "Rose M. Meager, Trustee of the ROSE M. MEAGER TRUST, dated January 11, 1999 In addition to the above descriptions, any description for referring to my trust shall be effective to transfer title to my trust or to designate this trust as a beneficia.ry as long as that description includes the date of my trust, and the name of at least one initial or successor Trustee, and any references that indicates that assets are to be held in a fiduciary capacity. � SECTION l: FACTS AND DECLARATIONS. 1.1 Declaration Concerning Family. ROSE M. MEAGER was married to C. WILLIAM MEAGER on December 17, 1998. They do not have any children together. ROSE MEAGER had one child, JOHN LANGENBUCHER, who is deceased. Page -1- � , . . . . . . . . . . . . . . . 1.2 Addition of Property. Other properiy acceptable to the trustee may be added to the trust at any time, either by the trustor or by any other person, either during lifetime or at death. Such additional property, upon its receipt and acceptance by the trustee, shall become a part of the trust estate. 1.3 Amendment and Revocation. Provisions concerning the trustor's power to amend and revoke the trust are set forth in Section 8 below. 1.4 Character of Properiy. All property transferred to this trust is the sole and separate pro�perty of ROSE M. MEAGER. SECTION 2: DISPOSITION OF PRINCIPAL AND INCOME. 2.1 While Trustor is Living. While ROSE M. MEAGER is living, the trust estate shall be held, administered and distributed as provided below. 2.1.1 The trustee shall pay to ROSE M. MEAGER, or shall apply for her benefit, as much of the income or principal of the as the trustee, in the trustee's discretion, determines to be appropriate for the trustor's support, health, comfort and well-being. 2.1.2 In addition, at the written request of trustor delivered to the trustee, the trustee shall pay to ROSE M. IVIEAGER, or shall apply for her benefit, as much of the income or principal of the estate as the trustor requests. If the Trustor requesting a distribution is acting as trustee or co-trustee, a written request is not required. 2.1.3 Any income of the estate that is not distributed pursuant to the provisions of this paragraph 2.1 shall be accumulated and added to the principal of the estate. 2.2 Discretion to Pay Debts and Expenses Upon the Death of the Deceased Trustor. Upon the death of the trustor, the trustee may, in the trustee's discretion,pay out of the Trust estate, without apportionment, deduction or reimbursement therefor, the deceased trustor's debts, last illness and funeral expenses, other legal obligations, attorneys' fees and other costs incurred in administering her estate, including a probate estate, if any. Page -2- } � 2.3 General Power of Appointment. Upon the death of the trustor,the trustee shall distribute the balance then remaining, if any, of the Trust (including both principal and any accrued or undistributed income)to such one or more persons and entities, including the trustor's estate, and on such terms and conditions, either outright or in trust, as the trustor shall appoint by the last dated instrument delivered to the trustee, including a will (whether or not admitted to probate), specifically referring to and exercising this power of appointment. Any of the Trust not effectively appointed in this manner shall be held, administered and distributed as hereafter provided. 2.4 Disposition of Assets upon Death of Trustor. Upon the death of the trustor, the trustee shall hold, administer and distribute any portion of the Trust not disposed of as provided above (hereafter the "trust estate") as follows: 2.4.1 The trustee shall distribute from the Trust all jewelry, clothing, works of art, household furniture and furnishings, all automobiles included in the trust estate, and all other items of domestic, household or personal use or adornment(together with any interest in policies of insurance on such property) to the FOLLOWING: C. WILLIAM MEAGER, my husband WILMA SCHRODER, my niece MARGRET TAYLOR, my niece IRMGARD ERDMANN, my sister in shares of equal value as they shall agree or, if they do not agree, as they shall choose by lot.. 2.4.2 The ts•ustee shall divide �he remaining Trust estate into sh.a�•es as follo��s: � shar.es C. «�ILLIAM ME�IGER 1 share Vi�ILMA SCIIRUDER 1 sllare MARGIZET T�YLOR 3 shar.es IRMGARD ERDMANN Eac11 share shall be distributed outright and free of t��ust. If C. WILLIAM MEAG�R, WILMA SCHRODER or MARURET TAYLOR shall fail to survi�,e the Trustor., �11e share set aside for that persan shal.l be null and void. If IRMUARD �KDMANIvT shall fail to sun-ive tl�e Trustor, tl�e shar.e set aside for her shall be distr.ibuted outribht and fi•ee of t�•ust to ��TERNER �RDMANN, her husband; provided they are still man-ied at the time of distribution, or to her li�irs., Page -3- � y . , 2.� Trust Administration with R.egard to Minor ancl Disabled Beneficiaries 2.5.1 Ueneral Guidelines for Dist�-ibution. Whenever a distribution is authorized or required to be made, free of trust, to a beneficiary under age twenty-one (21) under any provisian of this trust instrument or to airy beneficiarv who is disabled or incapacitate, such di.stribution may be inade by my Trustee: VJithout coi�tinuing court supervision or �he intervention of a guardian, conservator or aa�y other. legal representative ��ithout giving or requiring any bond or surery'band. Pursuant to a.ny of the m.ethods authorized under this Section. � In inaku�g distributions under this Section, disabiliry or incapaciry shall include adjudicated mental incapacit��by a couri of competent jurisdiction, or incapacity because of age, illness or injury. Before makin�any distribution to beneficiaries other than myself under this Section, it is my desire that the Trustee, to the extent that is bo�h reasonable and possible: inquire into the ultimate disposition of the distributed funds; and take into cansideratioii the behavior of th.e trust beneficiaries with regard to their disposition of prior distributions of trust propert}'. 2.�.2. Methods of Payment. The Trustee may make distributi.on cal.led for in this Section in any one or more of the follo«�ing��ays: Directly to a benefieiaiy. To persons, coiparations or other entities for the use an.d benefit of the beneficiary To an account in a conunercial banlc or savings institution to the name of the beneficiary, ar in a form reser-ving the title ma��abement, and custody of Che account to a suitable person, corporation; or other entity for the use and benefit of th.e beneficiary. In�u�y pcudent fornz of annuity purchased for the use and benefit�of the benefici.arv. To any person or duly licensed fina�icial institution, including the Trustee, as custodian under the un.iform transfer to Minors Act, or any similar act, of an}' state, oz- i�i any manner allowed by any state statute dealing�vi.th gifts or distr.ibutions to minors or other individuals under a Ie�al disability. Page -4- To anti�guardian, agent un.der a valid po«-er of attorney, or other person deemed by my Trustee ta be responsible, and ��ho has assumed the respon.si.biliri� of carin.g or the benefieiar��. When such beneficiary attains abe twenty-one (21 j, or when the legal disability for that beneficia�y has ceased, an}- of tlie share then held for such beneficiary shall be distributed to him or her, and in case of her or her deatl� prior thereto, shall be disCributed to her or her estate. 2.�.3. Distributio�i of Income an.d Principal. The Trustee shall apply to or for the benefit of the beneficiary as �nuch of the net incom.e and principal of the trust as the Trustee, in , its sole and absolute discretioii; deems necessary or advisable for the be:ueficiaiy's educa:lion; health, inaintenance and support. In mal;inb any distributions of income a�ld pi•incipal under this Section, the Trustee shall be mindfiil of and take into consideration to the e�:tent-it deems necessauy, any additional soi,u•ces of incoine and principal available to the beneficiary which arisf� outside Uzis agreeinent. Any net iucome not distributed to a beneficiary sha11 be accumulated and added to . principal. 2.6 Contingent Gift. If at any tiine before full dist��ibution of the t�vst estate the trustor is deceased and no other disposition is directed by this instrumeut, the trust estate or the portion of it the:n remauling sliall thereupon be distributed to the heirs of the t�•ustor. The identity and shares of t;he heir.s shall be detei7nined as though the death of the trustor had occurred iirunediately follo«�ing tlle happening . of the event requiring such distribution, and according to the laws of�California then in for.ce. SECTION 3: GENERAL PROVISIONS. 3.1. Primai-� Purpose. The primv-��purpose and intent of thi.s trust is to provide for the Trustor��,�hile Tr�ustor is living, and thereafter for each i.ncom.e bei�ef7ciai}-. In ea.ch case, the righ.ts and interests of' remai.nderinen are subordin.ate and incidental to that purpose; and the provisions of thi.s trust shall. be liberally construed in the interest and for the renefit of each inc�me beneficiary. Page -5- 3.2 Notice of Right to Pa�ment. Until the trustee shall receive written notice of any birth, man•iage, death, or other event upon ��hicl� the right to payinents from this t��ust inay depend, the trustee shall incur no liability•to persons whose interests may have been affected by d�at event for disbursements made in good faitl�. 3.3 Spendthrift Provision. The interests of beneficiaries in principal or income shall not be subject to claims of their creditors or others, nor. to le�al process, and may not be voluntarily or in��oluntarily ali.en;�ted or en.cuinbered. � 3.4 Discretionary Distributions. � In each case in which the trustee is given authority�to distribute.income or principal for the health, maintena.nce, support or education of a beneficiaiy of any trust established hereunder, the trustee shall take into consideration, to the extent the trustee deems advisable, auy income or other resources of the beneficiary known to the trustee and reasonably a��ailable for these purposes. 3.� De��ition of Education. Whenever provision is made in this trust for payment for the "education" of a beneficiary, the term "education" shall be construed to include vocational, preparatory, college a�zd postgraduate study, so long as in the sole judgment of the trustee such study is pursued to advanta�e by the benefciary, at an institution of the beneficiary's choice. In determining payments to be made for such education; the trustee shall take into consideration the beneficiary's reasonable related travel and living expenses. 3.G Segregation of Trusts. There need be no physical segregation or di�-isi�n of the vari.ous trusts except as segregation or. division n�ay be required by the termination of any of the trt�sts; but the trustee shall keep separale accounts f��r the different undivi.ded interests. 3.7 Rights of Successive Beneficiaries. Unless othen�ise d.ir.ected by the terms of this instn�ment or by an exercise of a po��er of appoinhnent granted under this instrument, �vhenever the right of any beneficiar��to payments from n�t incom.e or principal h.ereunder shall terminate, either. b��reason of deatll or othervvise, all suc)1 pay�ncnts accrued or undistributed by the trustee at t�le date of such termination shall be di.slributed to thz beneficiary entitled to the next successive interest hereunder. Page -6- 3.8 l'aymeues to .�3eneficiar�� Under Disabili ,ty. The tr-ustee may appl.y payments for the benefit of any beneficiary, or m.ay rnake paynients to any beneficiary under disabiliri� to the conseivator or guardian af the per.so�l of the benefici.ary oi• to the parent or custodian (wider t1�e Unifonn Transfers to Minors Act) of the benef.iciaiy, if a ininor. Stmzs necessary for support and education ma;-be paid directly to ininoi�bei�eficiaries who, in the judgment of Che trustee, have attained suffici.ent age and discretion to render it probable that tlle moneys wi]1 be properly expended. 3.09 Perpetuities Saving Clause. U�Zless sooner terminated in accardance with other provisions of this trust instrur.ner.lt or tl�e provisions of ai�y tr.ust created by th.e elercise of a.i�y power of appointment confe�r.red b�� th.is trust instrument; each trust created hereunder and each trust created by the exercis�e of any such power of appointment shall terminate twenty-one (21) yea�•s afCer the death of the ;last survivor of the individual trust beneficiaries hereunder who�vere in being at the tiine of the death of the deceased trustor. All principal and undist�ibuted incoine of any h•ust so terminated shall be distributed to the then ineoine beneficiaries of that trust in the proportions in w�liich they are at the time of termination, entitled to receive the income. If the rights to income are nc�t then fixed by the terms of the trust, distribution under this clause shall be made in equal shares to those beneficiaries who are then entitled or authorized to receiz�e income payments. 3.10 Duty to Accouut. The provisions of the Trust Lav��of the Califonzia Probate Code concerning accouiiting.s sha11 not apply to this trust. The trustee may render ail accounting from time to time regarding tl-.ie transactions of a trust created under this instrument by deliverin� a��ritten accounting t,o eaclz beneficiary eiititled to current distributions from the trust. In the event a curren.t beneficia�y is a minor, the accountiilg shall be delivered to the minor's pa�•ents or. to the gua.rdian of her ��erson. Unless one or inore of the beneficia��ies (or a minor's parent or guardian of a minor's persoii) shall deliver a written objection to the trustee��.ilhul ninety (90j da}'s of receipt of Che trustee's accottnt, the account s].Zall be deerned settled; a�.1d shall be .final. and conclusive in respect to transaetions disclosed in the aceount as to all benefieiaries of the trust; including unbo�n an�� unascertained beneficiaries. After settlement of tlie account by reason of the e�piration of t11e ninety (90) day per.iod referred to above, or by agreement of'the parties, the trustee shal.l no longer be l.iable to any beneficiary of the t�•ust, includi�lg unborn or unascertai�.ied l�eneficiaries, in respect to tra.nsactions disclosed in the accowzt, except for the trustee's in.ten.tional wrongdoing or fraud. Page -7- 3.l l. Obligation of Support. Notwithstanding any other provision of this instrument to the contrary, no person acting as a trustee of any trust created hereunder�vho holds ui a fiduciary capacity a power to appoint or distribute the income or prineipal of a trust to or for the benefit of others, shall use that power to discharge, in c��hole or in part, the personal legal obligation, if any, of said trustee, from time to tiine existing, to provide for the support, health,maintenance; or education of such other persons, or to discharge an.y other person.al legal obligati.on of sai.d trustee. When detei7nining the legal obligation of any person to provide for the support, health, maintenance, or education of any of the beneficiaries of that trust, the existence of that t�•ust and funds inade available by it shall not be taken into consideration. 3.12 No Interest on I'ecuniary Gifts. � E�cept as otherwise provided in this instrument,pecuniary gifts (if a.ny} distributable from the trust estate shall not bear interest. � 3.13 Survivorship. If any person named in this instrument fails to survive the Trustor for thirty(30) days, for all purposes af this inst�•ument that person shati be considered to have predeceased the Trustor. SEC'T�ON 4: TR�JST�E'S POW��2S. The enumeration of certain pocvers of the trustee shall not liinit the trustee's general po�uers; the trustee, subject always to the discharge of the trustee's fiduciary obligations, being 1lereby given all tl�e rights; powers and privileges th.at an absol.ute o�mer of the saine properh%would have. To carry out the purposes of this trust and subject to any limitations stated else�uhere herein, the trustee is vested with d�e following po«�ers, in addition to those now or hereafter confei�red by law affecting the trust and the trust estate: 4.1 Retain Assets. To contin.ue to hold a.ny�r:�perty and tc� continue ta aperate any business as long as the trustee deeins advisable. 4.2 Manage Generally. 'I'o ma��age, cont�•ol, gra.nt options on, sell (for cash or on deferred payments), con�-ey; e�:change, partition; di��i.de, improve and repair trust property. Page -8- �.3 Lcasc. To lease tr.ust prop�.rly for terms withi.n or beyond the term of the trust and for any purpose, including e�:ploration for and removal of gas, oil, a�1d other minerals; and to �nter into cc�minuniry oil leases ai�d pooling and unitization agreements. 4.4 I;orrow. To borro«< money and to encumber. or hypothecate trust property by mortbage, deed of trusl, pledge, or other��ise for the debts of the trustor, individually; for the debts of the tiust or for the joint debts of'the lrust and a co-o��er ot tl�e propert}� in «7hic11 the trust has �ul interest; to borrow mone�� on behalf of one trust from any other trust created hereunder; to guarantee or indem�.iif�- in. the name of the trust for the benefit of the trustor, individually; or. foi-the beiiefit of any third parn� if approved by trustor in«�riting. � 4.� Obtain Insurance. To carry, at the expense of the trust, insurance of such kinds aud in such a.mounts as the trustee deems advisable to protect the trust estate and the trustee against any hazard. 4.6 Litigate. To commence or defend such litigation with respect to the trust or any propert�� of the trust estate as the trustee inay deem advisable, at the expense of the trust. 4.7 Compromise. 'I'o compr.oinise or othen��ise adjust any claims or litigation against or in favor of d�e trust. 4.8 Permissible Investments. To iin�est and reinvest the trust estate in every kind of property, real, personal, or. inixed a�id ever}�lci.nd of investment, specifically including, but not by way of liinitation, corporate obligations of eveiy kind, stocks, preferred or common, shares of investment t�-usts, investment companies, comtnan tr�ust funds, mu.tual fun.ds, and mortgage participations, subject al��ays to the standard of care iinposed by the Trust Law contain.ed in tl�e California Probate Code as it�nay e�;ist from time to time. 4.9 Title to Assets. To hc>ld prc�pert�� in th.e trusCee's o��n n:�».e, ii� tl�e name of a no�ninee, unregistered, �r in a inanner that �t�ill allo�� title to pass by deliveiy or�ti�ill othen�ise facilitate proper adininistration ��idloul disclosing an}' flducian� rel.ationship. Page -9- 4.10 Securities. With r.espect to securities held in the trust; to have all the rights; po��vers and privileges of an ow7�er, including, but not by way of limitation, the power to ��ote, give proxies and pay assessments, to participate in voting trusts, pooling agreements, foreclosures; reorganizatioi�s, consolidati.ons, mergers, liquidations; sales and leases, and incident to such pa.rticipation to deposiC securities with and tr.ansfer title Co any protective or other committee on such terms as the trustee may deem advisable; to e�ercise or sell stock subscri.ption or conversion rights; and to buy, sell or trade in secw•i.ties of any nattu-e, including sh.ort sales, on.margin, and for such purposes to maintain and operate margin accaunts with brokers aud pledge any securities held or pur.chased by che trustee with such brokers as securi.ly for loans and advances made to the trustee. 4.11 Employ Agents ancl Uthers. � � To appoint, employ and pay such a�;ents and emplo}�ees as the trustee deems necessary or advisable, including (without limiting the generality of the foregoing) accowitants, attonieys, investment counselors and custodians of the trust property. 4.Z2 Divisions,Alloeations and Distributions. To make divisions, allocatians (including to independent shar.esj or distributions in cash or in kind, including undivided interests, by pro rata or non-pro rata division, or in a�iy combination of these ways (with no obli.gation to take account of the income tax basis of the assets} in the discretion of the trustee. 4.13 Discretion re Principal and Income. Subject to the later pr.ovisions of this paragraph, matters relating to the rights of benef7cia.ries among theinselves as to principal. and income shall be governed by the provisions of the Principal. a�ld Income Act from time to time existing. In the event the Principal and Income Act sl�all contain no provision concerning a particular item; tl�e trustee shall have the power to detei7nine what is pri.ncipal or income of the trust estate and apportion and allocate, in the tr.ustee's reasonahle discretion, receipts a��d expenses as benz�een these accounts. All of tlie foregoing powers shall be subject to the tr.ustee's duties to treat equitably both the income beneticia�•ies and remaindermen under this trust. 4.14 Abandon Property. To ab��don any property or i.nterest in propert}�bzlongin.g to the trust when, in the tn.istee's discretion, such abandoninent is in the best interests of the trust and its beneficialies. Page -10- 4.15 Disclaim, Release or Restrict Puwers. To disclaim, release, or restrict the scope of any admiuistrative power that the trustee may hold in connection «rith t.he trusts created un.der tllis instrument,whether said potiver is expressly grauted in this insta�ument or implied by law; the trustee sl.�all exercise this power in a«�r.itte�l instrlunent specii}�ing the powers to be disclaiined, released, or restricted and the nature of any such restriction; any power disclaiined or released by tl�e trustee shall be extinguished. 4.16 Financial Accounts. To open and inaintain checking, savin�s, brokerage, mutual fund or si�nilar accounts ai�d safe deposit boxes in the na.ine of the trustee with any bank, trust company,savings �nd loan association, stock broker or brokerage h.ouse, or otller financial ser��ices institution. 4.17 Trustor Withdrawals. � To allou,�the t�•ustor to sign and issue checks and to �vithdra�v funds from checl:ing or savings accounts directly, if and to the extent the funds are subject to the trustor's power of revocation. SECTION 5: PROVISIONS CONCERNING TRUSTEE. 5.1 Appointment of Successor Trustee. If for any reason ROSE A�1. MEAUER shall fai] or cease to act as trustee, flze fol.lowinb person shall act as successor trustee" L. WILLIAM:Iv1�AGE� If for any reason C. VJILLIAM MEAG�R shall fail or cease to act as successor tiustee, the follo«�ing shal.l act as successor trustee: SUSAN SH�IW 5.2 Detinition of Incapacity. The incapacity of a ta-ustee hereunder sha11 be detei7nined by the written opinions �f two li.censed physicians; one of whom is such trustee's treating physiciail, stating that such trustee is unable to perform d�e duties of trustee due to incapacity. Page -11- �.3 Povver to Appoint Trustee to Fill Vacancy. If a vacancy in the office of the trustee oceurs for airy reason at any time, then a majority in interest of all of th.e adult benefciaries entitled or auth.orized in the trustee's discretion to receive currently d�e income fi•om any trust created hereunder shall have tl�e right to nominate a successor corporate or individual trustee or co-trustees or a succession of successor lrustees (whether corporate or individual and��hether designated to act as co-trustees or sole trustee) to fi.11 the vacancy in tl�e office of the trustee. �.4 Povc�er to Change Trustee. Not��ithstanding any other provision herein to the contraiy; the Trustor shaIl have the right to change any txustee named herein, or. any successor trustee narned pursuant to an exercise of the po�ver.s granted by this section, to any other successor trustee,whether an individual, a cor.poration or a combination thereof. 5.� Appointment and Characteristics of Successor Trustee. A desi.gnation of a successor trustee, «,�hether an individual, a corporation, or a combination thereof, pursuant to an exercise of any power granted by this section shall be made by a wr.itten instniment executed by the individual or group of individuals authorized to exercise said po�ver, and delivered to each person or entity designated as a successor trustee or co-trustee. Any corporate trustee designated pursua.nt to a�i exercise of power gra.nted by this section shall be a trust company or bank authorized to transact trust business and having a capital. and surplus of not less than Ten Miliion Dollars ($10,000,000). 5.6 Right to Resign. l-1ny trustee shall ha��e the right to resign this trusteeship at any time by��n'itten notice directed to the t�•ustor or if the trustor is then deceased to the then beneficiaries entitled or authorized in the trustee's discretion to receive currently tl�e income from�ny Crust crealed hereunder. �.7 Successor Trustee. Cvery successor trustee shall have all the powers gi.ven the originally named trustee. No successor trustee shall be personally liable for any act or omission of any predecessor. The liability of a successor t�ustee for a breach of tnist coinmitted by a predecessor trustee shall be governed by California la��as it m.a}� esist from time to time. Page -12- �.8 I3ond. No bond shall be required of any individual trustee named in paragraph 5.1; ��Thether such individual is acting as co-trustee or sole trustee. Any individual designated as a successor u•ustee pursuant to the pro��isions of this section, shall be required to post a bond in tl.�e amoun.t determinecl by the individual or individuals exercising the power to designate a succ�ssor trustee un.less such indi.vidual or indivi.duals ��aive such bond. �.9 Trustee's Coinpensati��n. The tr.ustee het•eui�dei-shall be e�ititl.ed to reasonable compensatiol� for sen�ices as such and to reimbursem.ent far any expenses incurred in the performance of the trustee's duties. 5.10 Bankin�Activities. � If more than one trustee of a trust shall be acting, the trustees of such trust may designate one or more of thenl to conduct banlcing activities and to write checks and make deposits, ��ithdrawals, and endorsements upon giving written notice of such designation to the ba�zl., trust company, savings and l.oan association, or other financial institution; and sucli ba.nl:, trust company, savings a�1d loan association, or financial insCitution shall be protected irl r.elying upon such designation. 5.11 Power to Execute Documents. So long as the trustor is as trustee, tlie trustor may execute documents for the trust, and such trustor's signature shall be conclusively deemed a.n act of the trustees. SECTION 6: PROVISIONS CONCERNING TAXES. 6.1 Upon the Deatl� of the Trustor. Except as otherwise e�pressly pr.ovided in this instrumeut, upon the death of Trustar, th.e liabil.ity for a�.id burden of any death tax shal.l be as fo]1ows: (1) a»y inh.erita�.lce tax shall be borne by and paid from the property to which the l�x is attributable; (2) estate or similar taaes shall be apportioned in accordance with California law; and (3) gel�eration-skippin�t� shall be apportioned in accordance t��ith feder.al la�v. 6.2 Deatl� Tax Defined. The tenn "death taa" means all domestic or foreign inheritaalce; estate, succession or other tr.ansfer taxes or duties that a�-e due by reason of the death of'trustor, together«rith ��y penalties or ir�terest on such taxes. Page -13- SECTION 7: RIGHTS OF REVOCATION AND AMENDMENT RESERVED BY TRLTSTOR 7.1 Restriction and Definitions. The power. to revoke or amend this trust shall be exercisable only in the manner provided in this inst�.-ument. For. purposes of this section, "revol<e in��hole" mea.ns to remo��e all. assets from.the trust and discontinue the existence of the trust; "revoke in part" means to remo��e one or more assets froin the trust but continue the existence of the trust; "amend" ineans to alter the provisians of the trust. 7.2 R.evocation in Whole or Part. The t�•ustor sh.all have lhe po�rer, during trustor's lifetime, to revoke the Trust in whole or in part. The power of revocation shall be eaercised by a written instrument, other than a will, delivered to th.e trustee during the trustor's lifetime. 7.3 Amendment of Trust Provisions. 7.3.1 Amendment by Trustor. The trustor may amend the Trust by written instrument, other tha�� a wili. An amendment shall be effective«%hen signed by the trustor. 7.3.2 Aeceptance of Ameudment by Trr�stee. The trustee shall not be obligated to act as trustee under any amendment unless the trustee accepts the aniendment. A trustee may accept an amendment by signing the amendment or a separate written acceptance thereof, or by kno�,�ingly exer.cising powers or performing duties under the trust instrument as amended. If there is an iminediate risk of damage to t�ust propert�-, the trustee may act to preserve the trust property v��ithout accepting the amendment if,wi.thin a reasonable time after actin�, the trustee delivers a��ritten rejection of the amendinent to the trustol•. 7.4 Limitation on Right of Revocation avd Amendment. No other trust created hereunder may be �unended or revoked by any person excepc pw•suant Co a po��er or a�nendment, appointment or withdra�val granted b}T th.is instrument. SECTI(�N 8 CONSTRUCTI4N OF TRUST. $.1 Significance of I3eadings. Titles and headings are used for ease of reference only and shall not ;overn, limit, modify or in any manner affect the scope, n�eaning or intent of this instrument. Page -14- 8.2 California La�a� Applicable. Unless athe�ti�-ise e�pressly provided, the ineaning of the dis�ributive provisions of this instrument shall be governed by the la��js of Che State of Calitornia in effect on the date of iCs execution. To the e�te�.�t permissi.ble u��der applicable ]a��, the validiry of the provisions of this ti•ust agreement shall be governed by the la�vs of�the State oi�Califoi•nia in effect on. tl�e saine date, unless in`�alidity can be avoided by applying the la�j� iu effect at another time or in another jtu-isdi�tion thai l�as suf'ficien.t contact for this purpose��ith the trust or trusts involved. If any provision of lhis instrumen.t is invalid, the remaining provisio�.ls sl�all nevertheless be givei� effect. 8.3 Definitions of"Child," "Children," and "Issue." The class tern�s "cllild," "childr.en," and "issue" shall have tl�e �neanin.gs established by, and shall include a.nd eaclude persons in accordance��ith, the rules for determining rela�tionship and inheritance rights for purposes of intestate succession. 8.� Definition of"Code." References to the "Code" mean the Internal Re�••enue Code of 1986, as ainended from time to time. References to any statute, code or regulatioil shall be inteipreted to include reference to corresponding pr.o��isions of any successor statute, code or re�;ulation.. 8.� Internal References. A "section" ineans all paragraphs and subparagraphs preceded by the same numer�al that appears after "SECTION." For e�ample, "SECTION 6" would mea.n all pa.ragraphs and surp�-agraphs beainn.ing with the nuineral "6," such as, 6.l; 6.1.1, 6.1.1.1, 6.2, aiid so on. A "paragrapll" mea.ns the lines preceded by a t��o-digit ni.unber., such as 7.3; and includes all lines that bf�gin ��ith the same rivo-digit number, such as, 7.3.1, 7.3.2; aud so on. A "subparagraph" ineans the lines preceded by more than a two-digit number, such as 8.3.1 or 8.2.2.1; and is limited t<> those ]ines. The truslor and trustee have eYecuted d�is Trust Agreeinent on the day and year frst above ��ritten. ��.�_ �%i '��(l'li` '�"''� ROSE UI. MEACJER �;' Trustoi• a��d Trustee Page -15- STf�TE OF CALIFORNIA ) j ss. COUNTY OF URANGE } On January l l; 1999, before me, Cathleen Morris, the belo«T uamed Notary Public, personal.l�� appeared ROSE M. ME/�GER, proved to m.e on the basis of satisfactory evidenee to be the person �t�hose name is subscribed to the��ithin instrument, and ackno��ledged to me that she executed the same in her authorized cap�city and that by her signature on the instrument the persons, or t}�e entit�- upon behalf of which the person acted, e;cecuted tl�� insta•umeut. WITNESS my hand a�ld ofticial seal. � �� CATHLEEN MORRIS (SE ) , r~n Comm. �1099952 ��n A ul NOTARY PUBUC•CALIFORNIA U1 ' � Orange County " %' j' //j My Comm. Expires June 9,2000 "� Cathleen orris,Nota.ry Public Page -16- ASSIGNMENT OF TANGIBLE PERSONAL PROPFRTY ROSE M. MEAGER, without consideration and in order to change formal title only, transfer and assigns to ROSE M. MEAGER as trustee of the ROSE M. MEAGER TRUST dated January 11, 1999, all of her right, title and interest in all of her jewelry, clothing, v��orks of art, household furniture and furnishings, automobiles, and all other items of domestic;, household, or personal use or adornment, including any policies of insurance on such propem,�, but subject to any liens � or encumbrances. Dated: January 11, 1999 � a� ��- �%��!. ;�Y -:T�-�� ROSE M. MEAGER Page -1- ROSE M. MEAGER FAMIL�' TRUST AGREEMENT Schedule A - Separate Property of Trustor ITEM/DESCRIPTION DATE TRANSFERRED '�� .,��'�'�-- �f�% (� �1 1. Nlerrll Lynch, Pierce, Fenner& Smith Account#223 57359 1.� " `� �" r��.�'�`. �- r 2. Robert Thomas Securities, Inc. Account#4615�7378 � 3. Amer.ican Express Account#01 12-2746 307 - 9 '��-�9�''`�' � � 4. r,,�._�'?�;� �,� ��' � 5. `�e- �� i Date � �l l' /�I°�� ROSE M. MEAGER, rustor ROSE 1V�. If►�IEAGER FAMILY 7[�RUST AGREEMENT Schedule � - �eparate P�•operty of Trustor CHANGES T� SCHEDULE �F TRUST ASSETS I'I'TMIDESCI�I.P"I'ION DATE & SIGN Acquisitions: � 1. 2. 3. 4. 5. Dispositions: 1. 2. � J. �. 5. � � �IRST AMENDMENT 7C0 THE ROSE M. MEAGER TR�JST Preamble I, Rose M. Meager, am the initial Trustmaker and Trustee of the Rose M. Meager Trust, created under that certain trust agreement dated January 11, 1999. In Section 7: Rights of Revocation and Amendment Reserved by Trustor, I reserved the right to amend the trust and now wish to exercise rriy right of amendment and, to that end,do hereby amend the declaration of trust as below. I, Rose M. Meager, as Trustee, do hereby consent to the terms of this amendment. Amendment of Distribution Following My Death Paragraph 2.4 is amended to read, in its entirety, as follows: 2.4 Disposition of Assets upon Death of Trustor. Upon the death of the trustor, the trustee shall hold, administer and distribute any portion of the Trust not disposed of as provided above (hereafter the "trust estate") as follows: 2.4.1 The trustee shall distribute from the Trust all jewelry, clothing, works of art, household furniture and furnishings, all automobiles included in the trust estate, and all other items of domestic, household or personal use or adornment (together with any interest in policies of insurance on such property) to the following: MARGRET TAYLOR IRMGARD ERDMANN SUZANNE HISSYE JEFFREY BIGALOW in shares of equal value as they shall agree or, if they do not agree, as they shall choose by lot. 2.4.2 The trustee shall divide the remaining Trust estate into equal shares as follo�vs: MARGRET TAYLOR IRMGARD ERDMANN SUZANNE KISBYE JEFFREY BIGALOW Each share shall be distributed outright and free of trust. If IRMGARD ERDMANN shall fail to survive, the share set aside for her shall be distributed outright and free of trust to WERNER ERDMANN, her husband, provided they are still married at the time of distribution, or to her issue by right of representation. . First Amendment - page 1 If MARGRET TAYLOR, SUZANNE KISBYE or JEFFREY BIAGLOW fails to survive, the share set aside for that person shall be distributed by right of representation among his or her issue, if any. Amendment to Acting Trustees I, Rose M. Meager, appoint SUSAN SHAW, to act as my co-Trustee. One Si�nature Required. Whenever both of us are serving as Co-trustees hereunder, either co- trustee may sign any and all checks, drafts or other negotiable instruments whether they be for personal,business or other trust related expenditures. Either co-trustee may make a withdrawal from any trust savings plan, checking account,business or other trust account without the signature of the other co-trustee. Either co-trustee acting alone may convert, cash in, redeem, terminate, sunender for cash, cancel or otherwise manage or control any money market account, certificate of deposit, treasury bill or such other similar related money investment without the signature of he other co- trustee, including any brokerage account containing cash, stocks or other securities. The above powers may be terminated or otherwise limited by either co-trustee upon the presentation of written notice to the banking or lending institution. The Trustmakers and trustees shall hold any banking institution or brokerage company harmless who relies upon these provisions in good faith,and who acts without actual notice of such revocation of the powers contained herein. Ratification of Other Terms of Trust In every other respect, Trustors confirm and ratify the terms of the Trust as stated in the trust agreement dated . Executed at, Mission Viejo, Orange County, on June 9, 2003. ./�/o /l. 'ii%C.,(�fl/�'O�t� Rose M. Me ger, Trustor�C Trustee First Amendment- page 2 , , ACCEPTANCE BY CO-TRUSTEE I, hereby accept responsibility as co-Trustee of the Rose M. Meager Trust, and agree to be bound by all of the terms of the trust. , / , �y�'�� -a-t�� STATE OF CALIFORNIA ) ) ss. COUNTY OF ORANGE ) On June 9, 2003,before me, Cathleen Morris,the below named Notary Public,personally appeared ROSE M. MEAGER and SUSAN SHAW,proved to me on the basis of satisfactory evidence to be the persons whose names are subscribed to the within instrument,and acknowledged to me that they executed the same in their authorized capacity and that by their signatures on the instrument the persons, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. (SEAL) Cathleen orris, Notary Public . .� CATHLEEN MORRIS •' """ COMM.#1263656 � �� ;s Notary Pubiic-California y � . , ORANGE COUNTY = , „ My Carm.Exp.June 9,2004 First Amendment -page 3 SECOND AMENDMENT TO THE ROSE M. MEAGER TRUST Preamble I, Rose M. Meager, am the initial Trustmalcer and Tnistee of the ROSE M. MEAGER TRUST, created under that certain trust agreement dated January 11, 1999 as amended 3une 9, 2003. In Section 7: Rights of Revocation and Amendment Reserved by Me, I reserved the right to amend the trust. Trustor now wishes to exercise her right of amendment and, to that end, does hereby amend the declaration of trust as below. Rose M. Meager as Trustee, does hereby consent to the tenns of this amendment. Amendment to Acting Trustees I, Rose M. Meager, appoint Susan Shaw to act as my co-Trustee. In the everit she is unable or unwilling for any reason to act as my co-Tnistee, I appoint Suzanne Kisbye as my co- Trustee. One Signatui�e Reauired. Whenever both of us are seiving as Co-trustees hereunder, either co- trustee may sign any and all checics, drafts or other negotiable instruments whether they be for personal, business or other trust related expenditures. Either co-trustee may make a withdrawal fi�om any trust savings pla�1, checicing account, business or other trust account without the signature of the other co-trustee. Either co-trustee acting alone may convert, cash in, xedeem, terminate, surrender for cash, cancel or otherwise inanage or control any money market account, certificate of deposit, treasury bill or such other similar related money investment without the signature of he other co-trustee, including any brolcerage account containing cash, stocics or other securities. The above powers may be terminated or otherwise limited by either co-trustee upon the presentation of written notice to the bai�lcing or lending institution. The Trustrnaker•s and trustees shal] hold any banlcing institution or brolcerage company harmless who relies u�pon these provisions in good faith, and who acts without actual notice of such revocation of the powers contained herein. Amendment of Distribution Following My Death. Paragraph 2.4 is amended to read, in its entirety, as follows: 2.4 Disposition of Assets upon Death of Ti•ustor. Upon the death of the ti-ustor, the trustee shall hold, administer and distribute any portion of the Tllist not disposed of as provided above (hereafter the "trust estate") as follows: Second Ainendment, Page 1 , 2.4.1 The trustee shall distribute fi-oin the Trust all jewelry, clothing, works of art, household funliture and furnishings, all automobiles included in the trust estate, and all other items of domestic, household or personal use or adornment (together with any intei•est in policies of insurance on such property) to the following: 1 share IRMGARD ERDMANN 1 share SUZANNE KISBYE 1 share JEFFREY BIGALOW � 1 share Divided equally between Lauren Elisabeth Fisher Dolores Jane Luckner in shares of equal value as they shall agree or, if they do not agree, as they shall choose by lot. 2.4.2 The trustee shall divide the remaining Trust estate into equal shares as follows: 1 share IRMGARD ERDMANN 1 share SUZANNE HISBYE 1 share JEFFREY BIGALOW 1 share Divided equally among Lauren Elisabeth Fisher Dolores 3ane Luckner Each share shall be distributed outright and free of trust. If IRMGARD ERDMANN shall fail to survive, the share set aside for her shall be distributed outright and free of trust to WERNER ERDMANN, her husband,provided they are still married at the time of distribution, or to her issue by right of representation. . If SUZANNE HISBYE or JEFFREY BIGALOW fails to survive, the share set aside for that person shall be distributed by right of representation among his or her issue, if any. Ratification of Other Terms of Trust I�7 every other respect, Trustors confirnl and ratify the terms of the Trust as stated in the trust agreement dated January 11, 1999 as amended June 9, 2003. Executed at Mission Viejo, Orange County, on May 24, 2006. ;�i �.,-_'�/l, �l ��.��G�.�-�.- Rose M. Meager, �rus�o�i�& Trustee Second Amendment, Page 2 STATE OF CALIFORNIA ) ) COUNTY OF ORANGE ) On May 24, 2006, before me, Cathleen Morris, the undersigned notary public, personally appeared Rose M. Meager,personally lalown to me (or proved to me on the basis of satisfactory evidence) to be the person whose name is subscribed to the within instrument, and acicnowledged to me tl�at she executed the same in her authorized capacity, and that by her signature on the instrument the person, or the entity upon bellalf of which the person acted, executed the instrument. WITNESS ruy�land and off cial seal. �' % �.-�.i � � ,;%`�:' �'�,.�-% ; 7-'- , .y�ri �.�'�,_ ..� ��._.�. Y CatNleen Morris Notaiy Public�--•,. CATHLE[N fJIORRIS "��p� �•... Commission# 1508752 � � Nolary Pubiic•California � :�E"�. "° Orange Couniy � � � �� My Comm.Exp�s Aug 19,2008 Second Amendment, Page 3 ACCEPTANCE BY CO-TRUSTEE I, Susan Shaw, hereby accept responsibility as co-Trustee of the Rose M. Meager trust, and agree to be bound by all of the terms of the trust�J � �y .��zl.�-r Susan Shaw STATE OF CALIFORNIA ) ) COUNTY OF ORANGE ) On May 24, 2006, before nle, Cathleen Morris, the undersigned notary public,personally appeared Susan Shaw, personally lcnown to ine (or proved to me on the basis of satisfactory evidence) to be the person whose name is subscribed to the within instrument, and acknowledged to me that she executed the same in her authorized capacity, and that by her signature on the instnlment the person, or the entity upon behalf of which the person acted, executed the instrument. � WITNESS my hand and official seal. �'� �� . �,� (,..r; �,,, � �_--��% CathTeen 1Vforris Notary Public a � �. �_ .�� ..,,�.:� CATHLE[N n�i�RRIS .� Commission# 150E752 z � ' �'�n�„ Notary Public-Ca(ifornia ,Z �q :�j'�.r�`�} D �"� Orange Couniy '�l MyComrn.ExpiresAug 19,2008 ��.c� , Second Amendment, Page 4 THIRD AMENDMENT TO THE ROSE M. MEAGER TRUST Preamble I, Rose M Meager, am the initial Trustmaker and Trustee of the ROSE M. MEAGER TRUST, created under that certain trust agreement dated January 1 l, 1999 as amended June 9, 2003 and May 24, 2006. In Section 7: Rights of Revocation and Amendment Reserved by Me, I reserved the right to amend the trust. Trustor now wishes to exercise her right o amendment and, to that end, does hereby ainend the declaration of trust as below. Rose M. Meager AS Trustee, does hereby consei�t to the terms of this amendment. Amendment to Acting Trustees I, Rose M. Meager, appoint Heather S. Fischer to replace Susan Shaw to act as my co- Trustee. In the event that she is unable or unwilling for any reason to act as my co-Trustee, I appoint George J. Fischer to replace Suzanne Kisbye as my co-Trustee. Two Signatures Rec�uired. Whenever both of us are surviving as co-Trustees hereunder, both co-Trustees must sign any and all checics, drafts or other negotiable instruments whether they be for personal, business or other trust related expenses. Neither co-Trustee may make a withdrawal froin any trust savings plan, checicing account, business or other trust account without the signature of other co-Trustee. Neither co-Trustee acting alone may convert, cash in, redeem, terminate, surrender for cash, cancel or otherwise manage or control any money market account, certificate of deposit, treasury bill or such other similar related money investment without the signature of the other co-Trustee, including any brolcerage account containing cash, stocks or other securities. The above powers may be terminated or otherwise limited by both co- Trustees upon the presentation of written notice to the banking or lending institution. The Trustmakers and trustees shall hold any banking institution or brokerage company harmless who relies upon these provisions in good faith, and who acts without actual notice of such revocation of the powers contained herein. Amendment of Distribution Following Mv Death Paragraph 2.4 is amended to read, in its entirety, as follows: 2.4 Disposition of Assets Upon Death of Trustor. Upon the death of the trustor, the trustee shall hold, administer and distribute any portion of the Trust not disposed of as provided above (hereafter the"trust estate") as foltows: 2.4.1 The trustee shall distribute fi�om the Tnist all jewelry, clothing, works of art, househoid furniture and fiirnishings, all automobiles included in the trust estate, and all other items of domestic, househoid or personal use or adornment (together with any interest in policies of insurance on such propertyj as I shall separately designate in writing. 2.4.2 The trustee shall divide the remaining Trust estate into equal shares as follows: 1 sl�are IRMGARD ERDMANN 1 share LAUREN ELISABETH FISHER 1 share DOLORES JANE LUCKNER Each share shall be distributed outright and free of trust. If IRMGARD ERDMANN shall fail to survive, the share set aside for her shall be distributed outri�ht and free of tnist to WERNER ERDMANN, her husband, provided they are still married at the time of distribution, or to her issue by right of representation. If LAUREN ELISABETH FISHER or DOLORES JANE LUCKNER fails to suivive, the share set aside for that person shall Ue distributed by right of representation among his or her issue, if any. Rati�cation of Other Terms of T�-ust In every other respect, Trustois confinn and ratify the teizns of this Tnist as stated in the trust a�reement dated Januaiy 1 l, 1999, amended June 9, 2003 and on May 24, 2006. Executed at Han-isbur�, Peiuzsylvania on r�'�,.�,;�'�,�(�,� l;�2007. :%�v� r/�1• '��'L�a G�� Rose 1VI. Meager, Tni or and Trustee , � COMMONWEALTH OF PENNSYLVANIA ) : ss. COUNTY OF DAUPHIN ) On S�1'-r€��nd�c_R- �a , 2007, before me, Cheryl L. Ferguson„ the tuldersigned Notary Public, personally appeared ROSE M. NIEAGER, personally lalown to me (or provided to me on the basis of satisfactory evidence) to Ue the person whose name is subsccibed to the within instnunent, and acicnowledged to me that she executed the same in her authorized capacity, and that Uy her signature on the instrument the person, or the entity on behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. � • � CheryC L. F guson, Notary blic COMMdNWEAL7H 0��'EtdNSYLVAid11A NOTARIAL SEAL CHERYL L. FECi(3USON, Natary Pub{ic City of Hazrisburg, Dauphin County My Commission Expires April 6, 2008 ACCEPTANCE BY CO-TRUSTEE I, Heattier S. Fische�, ;:ereby accept responsiL�lity as co-Trustee of tl�e Rose i�1. T�ieagcr trust, and agree to be bound Uy all of the tenns of the trust. � j _. � ��' � eather S. Fischer COMMONWEALTH OF PENNSYLVANIA ) : ss. COUNTY OF DAUPHIN ) On �£p-c-�,h(3�.� �� , 2007, before ine, Cheryl L. Fergusou, the undersigned Notary Public, personally appeared Heather S. Fischer, personally lalown to me (or proved to me on the basis of satisfactoiy evidence) to be the person whose name is subscribed to the within instrument, and acknowledged to me that she executed the saine in her authorized capacity, and that by her signature on the instrument the person, or the entity upon vehalf of which the person acted, executed the instrument. WITNESS my hand and official seal. � �7� Cheryl L. e guson, Nota ublic C�RPAONWEALTH OF PENNSYLVANIA NOTARiAI SEAL CHERYL L. FERCUSUN, Natary Pubii� Ciry of Harrisburg, Dau�hin County My Commission F�cpire�Apr� 6, 20U8 4 � FOURTH AMENDMENT TO THE ROSE M. MEAGER TRUST Preamble I, Rose M. Meager, am the initial Trustmaker and Trustee of the ROSE M. MEAGER TRUST, created under that certain trust agreement dated January 11, 1999 as amended June 9, 2003, May 24, 2006 and September 12, 2007.. In Section 7: Rights of Revocation and Amendment Reserved by Me, I reserved the right to amend the trust. Trustor now wishes to exercise her right of amendment and, to that end, does hereby amend the declaration of trust as below. Rose M. Meager and Heather S. Fischer as Trustees, do hereby consent to the terms of this amendment. Amendment to Successor Trustees Paragraph 5.1 is amended to read, in its entirety, as follows: 5.1 Appointment of Successor Trustee. If for any reason I, ROSE M. MEAGER, shall fail or cease to act as trustee, the following person shall act as trustee, GEORGE J. FISCHER shall act as Successor Trustee. Amendment of Distribution Following My Death Paragraph 2.4 is amended to read, in its entirety, as follows: 2.4 Disposition of Assets Upon Death of Trustor. Upon the death of the trustor, the trustee shall hold, administer and distribute any portion of the Trust not disposed of as provided above (hereafter the "tnist estate") as follows: 2.4.1 The trustee shall distribute from the Trust all j ewelry, clothing, works of art, household furniture and furnishings, all automobiles included in the trust estate, and all other items of domestic, household or personal use or adornment (together with any interest in policies of insurance on such property) as I shall separately designate in writing. , • 2.4.2 The trustee shall divide the reinaining Trust estate into equal shares as follows: 1 share IRMGARD ERDMANN 1 share LAUREN ELISABETH FISHER Each share shall be distributed outright and free of trust. If IRMGARD ERDMANN shall fail to survive me, the share set aside for her shall be distributed outright and free of trust to WERNER ERDMANN, her husband,provided they are still married at the time of distribution, or to her issue by right of representation. If LAUREN ELISABETH FISHER fails to survive me, the share set aside for her shall be distributed by right of representation among her issue, if any. Ratification of Other Terms of Trust In every other respect, Rose M. Meager as Trustor and Trustee confirms and ratifies the teims of this Trust as stated in the trust agreement dated January 11, 1999, amended June 9, 2003, May 24, 2006 and on September 12, 2007. Executed at Harrisburg, Pennsylvania on ;/Uv v-� � , 2009. ,.-��r��Z9� -� ��1�- 'Rose M. Meager, Trustor d Trustee , • COMMONWEALTH OF PENNSYLVANIA ) : ss. COUNTY OF DAUPHIN ) On �,ov�MB� 9 , 2009,before me, Cheryl L. Ferguson„ the undersigned Notary Public,personally appeared ROSE M. MEAGER, personally known to me (or provided to me on the basis of satisfactory evidence)to be the person whose name is subscribed to the within instrument, and acknowledged to me that she executed the same in her authorized capacity, and that by her signature on the instrument the person, or the entity on behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. � . � Cheryl L. F guson, Notar blic COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CHERYL L. FERGUSON, Notary Public Cit�r of Har�isburg, Dauphin County My Commission Expires Aprii 6, 2012 AGREEMENT BY CO-TRUSTEE I, Heather S. Fischer; Co-Trustee of the Rose M. Meager Trust, hereby agree and consent to the terms of this Fourth Amendment to the Rose M. Meager Trust and confinn and ratify the terms of this trust as stated in the Trust Agreement dated January 11, 1999, amended June 9, 2003, May 24, 2006 and on September 12, 2007. Executed at Hamsburg, Pennsylvania on , 2009. �„_ �V Heat er S. Fischer, rustee COMMONWEALTH OF PENNSYLVANIA ) : ss. COUNTY OF DAUPHIN ) On �o��,v�B� `� _ , 2009,before me, Cheryl L. Ferguson, the undersigned Notary Public, personally appeared Heather S. Fischer, personally known to me (or proved to ine on the basis of satisfactory evidence) to be the person whose name is subscribed to the within instrument, and acknowledged to me that she executed the same in her authorized capacity, and that by her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. � Cheryl L. rguson,Not ublic C4MMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CFiERYL L. FERGUS4N, Notary Public City of Harrisburg, Dauphin County My Comm9ssion Expires April 6, 2012 � • FIFTH AMENDMENT TO THE 120SE M. MEAGER TRUST Preamble I, Rose M. Meager, am the initial Trustmaker and Trustee of the ROSE M. MEAGER TRUST, created under that certain trust agreement dated January 1 l, 1999 as amended June 9, 2003, May 24, 2006, September 12, 2007 and November 9, 2009. In Section 7: Rights of Revocation and Amendment Reserved by Me, I reserved the cight to amend the trust. Trustor now wishes to exercise her right of amendment and, to that end, �ioes hereby am�nd the declaration of trust as below. Rose M. Meager and Heather S. Fischer as Trustees, do llereby consent to the terms of this amendment. Amendm�nt of Distribution Followin My Death Paragraph 2.4 is amended to read, in its entirety, as follows: 2.4 Disposition of Assets Upon Death of Trustor. Upori the death of the trustor, the trustee shall hold, administer and distribute any portion of the Trust not disposed of as provided above (hereafter the "trust estate") as follows: 2.4.1 The trustee sha11 distribute from the Trust all jewelry, clothing, works of art, household furniture and furnishings, all automobiles included in the trust estate, and all other items of domestic, household ar personal use or adornment (together with any interest in policies of insurance on such property) as I shall separately designate in writing. 2.4.2 The trustee shall distribute the rernaining Trust sstate outright and free af trust to LALiREN ELISABETH FISHER If LAU�RE1�1 EI,ISABETH FISHER fails to survive me, the shar� s�t �side for her shall be distributed by r•ight of representation among her issue, if any. �2atification of iJther Terms of Trust In every other respect, Rose M. Meager as Trustor and Trustee confirms and ratifies the terms of this Trust as stated in the trust agreement dated January 11, 1999, amended June 9, 2003, May 24, 2006, September 12, 2007 and on November 9, 2009.. Executed at Harrisburg, Pennsylvania on �i°2�� -3 , 2014. f�%�(y.�-_ ,7� �7 2� � �2ose M. Meager, Trustor a rustee COMMONWEALTH OF PENNSYLVANIA ) : ss. COUNTY OF C'UMBERLAND ) On R L , 2014, before me, Cheryl L. Ferguson„ the undersigned Notary Public, personally appeared ROSE M. MEAGER, personally known to me (or provided to me on the basis of satisfactory evidence) to be the person whose name is subscribed to the within instrumen.t, and acknowledged to me that she executed the same in her authorized capacity, an�that by her signature on the instrument the person, or the entity on behalf of which t�he person acted, executed the instrument. WITNESS my hand and �fticial seal. -�..� Cheryl L. F guson,Notary blic I:OMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CHERYL t..FERGUSON,Notary Public Boro of 1Normleysbury,Cumberland County , My Commission Expires April 6.2016 AGREEMENT BY CO-TRUSTEE I, Heather S. Fischer, Co-Trustee of the Rose M. Meager Trust, hereby agree and consent to the terms of this Fifth Amendment to the Rose M. Meager Trust and confirm and ratify the terms of this trust as stated in the Trust Agreement dated January 1 l, 1999, amended June 9, 2003, May 24, 2006, September 12, 2007 and on November 9, 2009. Executed at Harrisburg, Pennsylvania on /� , 2014. � Heather S. Fischer, Trustee COMMONWEALTH OF PENNSYLVANIA ) : ss. , COUNTY OF CUMBERLAND ) . ; On �p{�c t� 3 ; 2014; before me, Cheryl L. Ferguson, the undersigned ; Notary Public,persorially appeared Heather S. Fischer, personally known to me (or proved to me on the basis of satisfactory evidence) to be the person whose name is subscribed to the within instrument, and acknowledged to me that she executed the same in her authorized capacity, and that by her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument. WITNESS my hand and official seal. _ %s�--a �--� Cheryl L. F uson,Notary lic �OMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CHERYL L.FERGUSON.Notary PubliC Boro of Wormleysburg,Cumbedand County My Commission Expires Aprif 6.2016 PLEASE NOTE THE FOLLOWING STATEMENT IS APPLICABLE TO THIS ESTATE When a tax is imposed upon a transfer of jointly owned property by right of survivorship (see Schedule F) or a taxable inter vivos transfer (see Schedule G), the deductions will be allowed to the transferee only to the extent that the transferee has actually paid the deductible items and either the transferee was obli atg ed to pay the deductible items or the estate subject to administration bv a personal representative is insufficient to pav the deductible items. The transferee must show that the same debts are not also claimed by an executor, administrator, or other personal representative handling the administration of the decedent's estate. COMMONWEA�TH OF PENNSYLVANIA REV-1162 EX(11-96) '' DEPA�iTMENT OF FEVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HAftRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 019980 FISCHER HEATHER S 745 OLD QUACKER RD LEWISBERRY, PA 17339 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ""'_"" """" 101 � S 10,000.00 ESTATE INFORMATION: Sstv: »�-28-7i8� I F��E NUMBER: 2114- 1 136 � DECEDENT NAME: MEAGER ROSE M I DATE OF PAYMENT: 12/02/2014 � POSTMARK DATE: 1 2/02/2014 I courvTY: CUMBERLAND � DATE OF DEATH: 09/03/2014 � � TOTAL AMOUNT PAID: 510,000.00 REMARKS: . CHECK# 6493 INITIALS: HMW SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER i � �� Bank of America'�I P.O.Box 15284 Wilmington,DE 1�8s0 Customer service information 11 I III I I� �1 J I� � �II � I II 11 � I�I :>> Customer Service: 7.800.432.1000 lii li ii i ilil ili i I inlnii il n i ili I I I AH 0 318 266 820 026986 #�O1 AT 0.406 TDD/TTY users only: 1.800.288.4408 ROSE M MEAGER En Espanol: 1.800.688.6086 C W MEAGER �-�R< bankofamerica.com SUSAN� SHAW �'' Bank of America, N.A. 20 N 12T H ST APT 320 P.O. Box Z5118 LEMOYNE,PA 17043-1452 Tampa, FL 33622-5118 Your BofA Core Checking for August 23, 2014 to September 23, 2014 Account number:0011 3390 1023 ROSE M MEAGER C W MEAGER SUSAN J SHAW Account summary Beginning balance on August Z3,2014 $733.77 Deposits and other additions 3,120.00 ATM and debit card subtractions -0.00 Other subtractions -2,545.26 Checks -0.00 Service fees -0.00 Ending balance on 5eptember 23, 2014 $1,308.51 � � � � � � � � � � � � • � � . � . • � • • . r- � � � �� r � • � ��• �r � � � � � • • � • � • � � • • • �• � � •• 1 r � •� • ' • � � Bank of America,N.A.Member FDIC.CQ2014 Bank of America Corporation ARGSKF9C 55M-06-14-0489.A PULL:B CYCLE:15 SPEC:0 DELIVERY:p TYPE IMAGE:I BC:CA4 Page 1 Of[� � � BankofAmerica'''I Your checking account ROSE M MEAGER � Account#0011 3390 1023 � August 23,2014 to September 23,2014 Deposits and other additions Date Description Amount 09/02/14 Morgan Stanley Des:Ach Credit Id:0901079286b3b4 2,000.00 09/03/14 Ssa Treas 310 Des:Xxsoc Sec Id:X�000c�oocxa Ssa 1,120.00 Total deposits and other additions $3,120.00 Withdrawals and other subtractions Other subtractions Date Description Amount 08/27/14 VERIZON DES:PaymentREC ID:7176129777161 -42.91 09/04/14 HARVEST MANAGEME DES:HOUDAY ID:445895 -2,248.00 09/OS/14 UnitedHealthcare DES:PREMIUM ID:3314319291 -214.15 09/10/14 FH FH DES:HLTH PREM ID:90707020901 -40.20 Total other subtractions -$2,545.26 ;W! To help you BALANCE YOUR CHECKING ACCOUNT,visit bankofamerica.com/statementbalance or the Statements and Documents tab in Online Banking for a printable version of the How to Balance Your Account Worksheet. ---- _. ___.T.T.___. ---------- � � �-�. ��s . . - � , �� ..;� ��.e� �r` �: �� Let's use�ali ou�r connections to fight hunger � �� ,� or eve�y �� . ` �`�:. you donate; � Go to banka�america.cam/fighthung�r �� .,� �, �� ! ta donate and encaura�� your we II give ; friends t� do the sar�e. ��r��° ��.��2 rnore` , > �� AMEa�GA `�;' , .. . ,, . , �� ,.. *all donations,induding the Bank of AmPric�Foundation's matrhing dunations,vvill go to tP�e FeerJing America network(the Feecting America National Oifice,or affiliated local food banks). For individual donations made to FeedingAmerica through the Give a Meal'"'program before December 31,201�},the Fuundation will matr_h eath rlonacien � I (up to 51,000 per dorror)fvdo-to-one,with a maxirnum Cetal FoundaCion donation of up[o$SCJ,C700 to any individual iocal food bank,and an aggreQaCe trraximum Found;tion , danatioi7 c�f up to$1,5d0,OGO for aIi FPedinb Pmenca��r�grarns. Dank nf Amenca N A:tAembf.r FDIC��14 Bank of Amenca CorperraCion AR7«i9N"��I SSM-OG-14 0815.A � L__.,__.� .-----_---_� ____ �.____.__: . �.._. __..--.---__..______ Page 3 of 4 , 013045 MSGDD203 023459 +. r � y n o��o :CJ �7 A 1� � � � m m mm � Z � � � m -I `� � � "� -.Ni � � � � n #BWN J GWM ? m m n r�r1 i�i�i�l�l��li�rl�n�l�lliili�i�iiln,i�il��iil�il�lli��i�ii��i� v � � � m 00013045 03 AV 0.638 03 TR 00119 MSGDD203 1D0000 � C m .� Z ._N..� O � � ROSE M MEAGER TTEE � � ROSE M MEAGER TRUST � � DATED JANUARY 11, 1999 � � 20 N 12 STREET APT 320 ` fD cn -o LEMOYNE PA 17043-1452 � `� � o' a N � ' � � m � � � (i� O N O r .A D f� -< � o � j � DNC OS �.) SC � � H r" m Z Vl � W - �. - C n N '� � < -• �'� � -C' 3 4 C O -�+ O 0 � ,P C7 < O N f�" .. _. 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N 1 I n � Q. 1 I �-�' . /�, I I � p� Yi � I i ry I 1 v1 r-� � � � 1 I c�D �1 ] � � �. — �� f7 � � O G � N I ' � O � I I tD Q� I 1.A �--� I r+ I Q/ I O f�D � . � N � � � I I � I I � � I I � OI 1 � p�j O O � I 1 . I I —� � y � i � �� n p> � i � ( � i I I i � I I � r�' a � v I I N Q � � � I i I I � i I � I I CD 1 I � � I I � I I I I ��t y C � � I I 01 =•� I I d I I Cn� p�j CD N . . . I I �O— � � � � ; � � ; � ( ( � r�8. `� � � � � , , � � � � � i c� i �„ °� 1007 Mumma Road Tel: 717.236.1485 Suite 101 Fax: 717.236.7777 � � � ♦ � Lemoyne,PA 17043 Mafling Address: lawyers@buderlawfirm.com Post Office Box 1305 www.butlerlawfirm.com Camp Hill,PA 17001.1305 January 22, 2015 Ronald D.Butler Jana Butler Toole Benjamin J.Butler Register of Wills Sux�ne M.Butler Cumberland County Courthouse 1 Courthouse Square Room 102 Carlisle, PA 17013 Re: Rose M. Meager 2114-1136 Dear Sir or Madam: I have enclosed two originals and one copy of a Pennsylvania lnheritance Tax return for the above referenced decedent. Please time stamp the enclosed copy and return it to me in the enclosed self-addressed stamped envelope. I have also enclosed a check for$15.00 made payable to Register of Wills far filing fees. Your cooperation in this matter is appreciated. Very truly yours, �� , � s � Y .. ' ry�_,._.- 4 Benjamin J. 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