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Home My WebLink About02-10-15 (2) IJ 1505610105 REV-1500 EX(02-11)(FI) OFFICIAL USE ONLY pennsylvania PA Department of Revenue DEPARTMENT OF REVENUE County Code Year File Number Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN j/\/ _� c lJ(,.� Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 11012014 02021938 Decedent's Last Name Suffix Decedent's First Name MI STICKEL DONALD L (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 BOXES BELOW Q 1. Original Return Q 2. Supplemental Return Q 3. Remainder Return(Date of Death Prior to 12-13-82) Q 4. Limited Estate Q 4a. Future Interest Compromise(date of Q 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) Q 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit(Date of Death 0 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ry ROBERT G . FREY 7172435838 ` RE,CISTER OF WIWSJJSE First Line of Address 5 S . HANOVER ST . Second Line of AddressI �= C) CD Cr � City or Post Office State ZIP Code DATE FILEB,] CARLISLE PA 17013 Correspondent's e-mail address: R F R E Y o9 F R E Y T I L E Y . C O M Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE t 3 I5 ADDRESS 445 ^C^ STREET CARLISLE PA 17013 SIGN T R F PRE RE TJ RE ENTATIVE -- r ADDRESS 5 SOUTH HANOVER STREET C LISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J 1505610205 REV-1500 EX(FI) RECAPITULATION 1. Real Estate(Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 0 . 00 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 219447. 24 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C). . . 3. 0 . 00 4. Mortgages and Notes Receivable(Schedule D). .. . . . . . . . . . . . . . . . . . . . . . . 4. 0 . 00 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . 5. 39121 . 80 6. Jointly Owned Property(Schedule F) =Separate Billing Requested. . . . . . . 6. 0 . 00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) =Separate Billing Requested . . . . . . . 7. 32425 . 4 9 8. Total Gross Assets(total Lines 1 through 7). . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 290994 . 53 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . . . . . 9. 8140. 54 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1) . . . . . . . . . . . . .10. 0 . 00 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 8140 . 54 12. Net Value of Estate(Line 8 minus Line 11). . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 282853 . 99 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . . . .. . . . . . . . . . . .13. 0 . 00 14. Net Value Subject to Tax(Line 12 minus Line 13). . . . . . . . . . . .. . . . . . . . . . 14. 282853. 99 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 0 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X.0 45 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X . 12 17. .0 . 00 18. Amount of Line 14 taxable at collateral rate x . 15 282853 . 99 18. 42428. 10 19. TAX DUE. . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 42428. 10 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 L 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number 195-28-0512 Decedent's Complete Address: 21-14-1068 DECEDENT'S NAME DONALD L STICKEL STREET ADDRESS 801 NORTH HANOVER STREET CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 42428.10 2. Credits/Payments A.Prior Payments 37500.00 B.Discount 1875.00 Total Credits(A+B) (2) 39375.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3053.10 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......................................................................................... ❑ 191 b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ c. retain a reversionary interest............................................................................................................................. ❑ d. receive the promise for life of either payments,benefits or care?..................................................................... ❑ 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................................. ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?............. ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?........................................................................................................................ ® ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald L Stickel 21-14-1068 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Morgan Stanley Brokerage Account 219,447.24 TOTAL(Also enter on Line 2, Recapitulation) $ 219,447.24 If more space is needed, insert additional sheets of the same size REV-1508 EX+(08-12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFPERSONAL PROPERTY INHERITANCE TAXAXRETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Donald L Stickel 21-14-1068 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Santander Bank,Acct. No. 1481138995 30,379.00 2. Santander Bank,Acct. No. 1674066635 124.80 3. Church of God Home refund 8,618.00 TOTAL(Also enter on line 5, Recapitulation) $ 39,121.80 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) SCHEDULE G pennsylvania INTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERRESIDENT DECEAX DENT- MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald L Stickel 21-14-1068 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 (IFAPPucABLE) VALUE 1. Prudential Annuity, 99294987 10,819.73 100.00% 0.00 10,819.73 2. Great West Financial Employee Retirent Plan 21,605.76 100.00% 0.00 21,605.76 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL Also enter on Line 7, Recapitulation)$ 32,425.49 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Donald L Stickel 21-14-1068 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 Year(s)Commission Paid: 2. Attorney Fees: 7,500.00 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 355.00 5. Accountant Fees: 6. Tax Return PreparerFees: 7. Advertising in Cumberland Law Journal 75.00 8. Advertising in the Sentinel 190.54 9. Santander Bank fee 20.00 TOTAL(Also enter on Line 9, Recapitulation) $ 8,140.54 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: Donald L Stickel 21-14-1068 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustees) OF ESTATE TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] Krista Uplinger 1' 445"C"Street, Carlisle, PA 17013 Niece 100%of remainder 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. $ 0.00 If more space is needed,use additional sheets of paper of the same size. Morgan Stanley CLI ENT STATEMENT I For the Period October 1-31, 2014 ............ ......... .................. .. .. ..... :0 X-1-:-:.� ........... .................... ............ .................. ..................... . .................................................... ....... .................... w ............ ..... ........ X.. .. ..... .:::........... .......... .................... ................... ............ . .... ....... xx— ....... ......... .................. ............ X; .............. ......... -XX ........ ...... ....................... ....... ...... ............... .......... .................. ........ ............. .......... ........ ........... -X: ....... .......... ...................... STATEMENT FOR: TOTAL VALUE OF YOUR ACCOUNT (as of 10/31/14) $219,447.24 DONALD L STICKEL Includes Accrued Interest Your Financial Advisor Morgan Stanley Smith Barney LLC Member SIPC John W Carbaugh First Vice Prescient Jdhn.W.Carbaughgmorganstanley.com 717 852-4113 Your Branch 204 NORTH GEORGE ST 3RD FLOOR YORK, PA 17401 Telephone: 717-854-5553; Alt. Phone'. 800-343-5235 Fax: 717-852-4101 O LO (4 LO 0 C) 0 TV C/) M 00 Cl) - 0) ri cli 0 0 00 t�C? H 04 0 rA < j H w 01 64 Cl) 03RCLn No 0 Access Your Account Online: www.morganstanley.com/online 916 - 107843 - 152 - 1 0 Morgan Stanley CLI ENT STATEM ENT I For the Period October 1-31, 2014 Page 2 d 14 XX EL ...... .. ...... . .. ....... .. .. : : XM . ............ '0M. I W- .:: �% ................... ......... ......... ..... .............. ............". ... .............. . .. ....... ............ ... ..... ..... ...... . . . .. .. .. ............................. ..... ....... ................................ ....... ............ ....... ... .................... .......... . .......... ......... ......... .......... �g ............ . ...................................... ................... ........ ... .... ................... ................................ ............................................ ......... ... .. ......... ........... ............. ..... .....................................X:. ...... ..................*........*......... ... ............ ... ................. .......... . ...... ................................. .................................................... . .......................... .......... ......... >9: 'S' ...... ......4...... X..... ........ ......... .. .......... .... ........ . ..... . ............ ... .............. ... ....................................... ........... ........ ....I I ..... nin ...... ........ ...... ............... ............... ........ ........ ............ ....... .. ...... ...... . ....... ....... .. ....... . . .... ....... ......... .......... ........... .. ....... ... ........ ........... ..................... ....................... ..... ........... ......... .............. ....................................... ....... ....... . . ........... ..... ........... ................. ........... .. ........................ .. ... ... .. ........ .... . .................... ................................. : ...... ............. .............::::....... ................... ........ ....... .. ............. ... .......... ............ ................ .. .......... .. ........ ..... .... . ................... ......... ............. .......... ........ .................. ... ........................... .......... ...... ......... ........... ........ .... ................... ..... ...... .......... ......................... ............................................ ............. ........ . ....................... . . ........ CHANGE IN VALUE OF YOUR AOCOUNTS (includes accrued.interest) CHANGE IN VALUE OVER TIME This Period This Year The display of market value(total account value)and net invested capital(total amount invested minus (10/l/14-10/31/14) (1 A/14-10/31/14) total withdrawn),demonstrates the impact of deposits and withdrawals. TOTAL BEGINNING VALUE $219,729.06 $275,265.91 300.O0 Credits Debits (213.88) (50,843.30) 200.00 Security Transfers Net Credits0ebits(Transfers $(213.88) $(50,843.30) 100.00 Change in Value (67.94) (4,975.37) MAY2312 =A312 EM2313 ........................................................................................................................................................................................... TOTAL ENDING VALUE $219,447.24 $219,447.24 Total Market Value Net Invested Capital Since 05/31112 This graph does not reflect corrections to Net Invested Capital or Market Value made subsequent to the dates depicted It may exclude transactions in Annuities or positions where we are not the custodian, which could delay the reporting of Market Value or affect'the Net Invested Capital. ,ALLOCATI ON OF HOLDINGS Market Value Percentage% Cash, BDP, MMFs* $2,791.97 1.3 BDP, MMFs Stocks 142,306.55 64.8 ETFS&CEFS 97.02 0.0 TRAK-Advisory Serv10Q ............. ................ Mutual Funds 17,458.91 8.0 ............... TRAK-Advisory Service 56,792.79 25.9 TOTAL VALUE $219,447.24 100.0% . . ....... ..... .......... Mutual Funds ........ Stocks 7his allocation represents holdings on a trade date basiss and projected settled Cashl BDP and MMF balances. 7hese classifications are not intended to serve as a suitability analysis. FDIC rules apply and Bank Deposits are eligible for FDIC insurance but are not covered by SIPC Cash and securities(including MMFs)are eligible for SIPC coverage. See Expanded Disclosures Santander ESTATE OF: DONALD L STICKEL SOCIAL SECURITY#: DATE OF DEATH: 11/01/2014 Account#: 1481138995 Type: CHECKING (I N T E R E S TOpen date:05/02/2011 BEARING) In the name of: DONALD L STICKEL (KRISTA LEE UPLINGER, POA) Date of death balance: $30,379.00 Int.(YTD)from:01/01/2014 To: 10/16/2014 $1.45 Accrued interest to date of death:$0.11 Other info:Account Closed 11/10/2014 Account#: 1674066635 Type: MONEY MARKET Open date:05/02/2011 In the name of: DONALD L STICKEL (KRISTA LEE UPLINGER, POA) Date of death balance:$124.80 Int.(YTD)from: 01/01/2014 To: 10/21/2014 $23.60 Accrued interest to date of death:$0.33 Other info:Account Closed 11/10/2014 Page 2/2 Estate of Donald L Stickel J vendor Code 1 002183 ,Invoice Number Description Date Amount Discount Withheld Net Amount 01312015 Refund 01/31/2015 8,618.00 0.00 0.00 8,618.00 Check Date: 02/13/2015 Check#: 10000043691 T I ;Totals:` 8,618.001 0.001 0.00 8,618.00 --Church of God Home,Inc-Church of God-Homo;-Inc-Church of God Home,Inc--Church of God Hcmo,-Inc--Ghurch of God Home;Inc-Church of God Home,Inc-Church of God Home,Inc-Church of God-Home,-In--- SAM , W PNC�BanK PT-Box-n-3822 RRM Church of Godome, Ing f01 Noah F�Omte Blvd 80 N "Hanover Street - — yl ancaster PA ��soa 0000043691. Carlisle, PA 17013a . r TM t February 13, 2015 "*'Eight thousand six hundred eighteen and 00/100 tlollars *:*** Pay to the order of; $ 8,618 00 Estate of Donald L;Stickel c/o Krista Uplinger - - AFr '446C Street S � Carlisle; kl7013= _ =— = __ 11'000004369 ille 1:0313 1 27381: 50043 2444311' 000000174 1 1 1 1 I A Prudential The Prudential insurance Company of America check Statement Prudential Annuity Services P.O.Box 13686 Philadelphia,PA 19176 Date: NOVEMBER 06 2014 3711051096 KRISTA UPLINGER Owner: DONALD L STICKEL 445 C ST CARLISLE PA 17013 Annuitant: DONALD L STICKEL Contract #: 99294987 Product: Fixed Interest Plan Market Type: IRA Page 1 of 1 tease.+~antact aurl�e Fstered.l??e rese?7ttfye i4CJ ;tf�:YtCtfllst ":` Yau hays an3r questions,p ... ;: . :>:.. 9 :;.- :.:..:. . .._..::.:. .::.. . t _ R _ :. . s 5 ..'c ::enter i; 778:: 88: :::. atJ:.717-9 2.553E ox the. nrtttft a .. ervf e. at .888. . 8 <: .: ............, Thank you for your patience while we completed your request for death benefits from the contract listed above. The table below provides a breakdown of how we determined the net check amount. All or part of the gross payment may be taxable. We have presented this information based on our understanding of tax law. You may wish to consult with your tax adviser if you have any tax questions. Because each situation is unique, neither the Company nor its representatives can provide tax advice. Financial Breakdown Information GROSS FUND WITHDRAWL AMT 12729.10 FEDERAL TAX WITHHOLDING 1909.37 NET AMOUNT OF CHECK 10819.73 (VPAS d089770) - 371 -1051096' ' .x, , „ The Prudential insurance Company of America ' u Pjudentlal,l _ Prudential Annuity Services Wachovia Bank of Delaware,N.A. y 9 P.O.Box 13686 Wilmington,DE 19803 62.. 22 Philadelphia,PA 19176 Fixed Interest Plan contract No. 92294987 'Pay. **.***********TEN3:1081973 x THOUSAND EIGHT HUNDRED NINETEEN NOV Ob 2014 $**X AND 73/100 DOLLARS 4c9c4c3:`;9c9c�c c;. c c csc.. 4c>c7c. .c9cscs To thePlease cash within 180 days Dollars Cents Order of: KR I STA UPL I LAGER*,c4c::4ca::: c c csc****9c:c*: %� ;1'c9c 1c 445 C ST******************.::;:; CARLISLE PA 17013 TREASUR�Q ER CONTROLLER 11837110SlOg611° 1:0311,00229: 20799S0082424W1 GREAT-WEST LIFE & ANNUITY GREAT-WEST CHECK DATE January 23, 2015 INSURANCE COMPANY F I N A N C I A L� CHECK NUMBER 1005186973 ............................................ ... ....... . .......................................... ....... ... .............. ........................................ ............. .......................................................... .................................................................................... ............................................................................................................................. ............. ......................................... ................. ............ ........................................... 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AMa"'93 'a""`�:.;6'7 ..1.b &"St ckel: ........................ ........ ........ . .. . ......................... ............. .... ................. ........................ 0: .'M ........ ....... ...... ....... ......... .......................... ............. ..... ..... flgi�� 0 oww ....... ..... .... ..... P .6.61.13 ..93 W:: .TS.T A .............................. ............. ....... .... ....... ..... ........ .......... ........ ........................................................................................ ........ ................ .......... ................................. ............... ................................... .. ....................................... : ...%...........................""::::::::::::::::.:.:.:.:.:.:.:::::::..-.-.-�...:..::::::: : . ........... ....... ......... ................... ........................ ... .....:............. .......................... ................. ... ........ .. ... ................. .............................................................................................................. ..... ........................ ............................ ............... ... ....... ........ ................ ...........%. ............................................................................................. .............. ............................ ....... ............................ .................................................. ................................................................................. .............. . ............. ............................... BEF I -86166-01 Employee Before Tax .................. ..... .. .... ...................... Great-West Guaranteed 21,605.76 955.29 N/A N/A 20,650.47 Certificate Fund Totals $21,605.76, $955.29, $20,650.47] .. ............ $20,650.47 $21,605.761 $955.291 This withdrawal: $955.29 Total withdrawals in the 2015 calendar year: $955.29 LAST WILL AND TESFX-IME OF _ DONALD L.STICKUL I ? o-F 1, DONALD L. STICKEL, unmarried man, of the Borough of Carlisle, Cumberland County, Pennsylvania(mailing address: 923 North West Areat;,Carlisle, PA 17013), being of sound and disposing mind, memory, and understandin&,_4Qrhereby make,publish, and declare this as and for my Last Will and Testament,hereby revoking and making void any and all Wills or Revocable Living Trusts executed by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my debts to which I am bound and the expenses of my funeral,last illness,and of the administration of my estate as soon after my death as may be found convenient to do so. 2. I declare that I am unmarried,and that I have no children. 3. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate,I give,devise,and bequeath in equal shares,one share for my sister,Betty S. Andrews,her heirs and assigns, and one share for my niece,Krista Uplinger, her heirs and assigns. Should either of the aforesaid individuals predecease me, the share that she would otherwise have received shall lapse and be added to the remaining share. Should both of the aforementioned persons predecease me, then the residue shall be divided evenly between their spouses,John Andrews and Randy Uplinger,or survivor of them,and if both of them shall also predecease me,the residue shall be distributed to the Pennsylvania Special Olympics. 4. I hereby nominate,constitute,and appoint my sister,Betty S. Andrews,as Executrix of this my Last Will and Testament,but should he predecease me or fail to qualify,then in such event I nominate,constitute, and appoint my niece,Krista Uplinger, as Executrix,and I further direct that neither of them shall be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. In addition to the powers conferred by law,my herein named Executors and Trustees are empowered: a. To invest any part of the trust corpus in such securities,investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation,the stocks,bonds,or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any.surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds, and other securities,the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d, To sell at public or private sale for'cash or upon credit, or partly for cash and partly on credit,and upon such terms and conditions as shall be deemed proper,any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. Page 1 of 2 pages e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle,or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate, h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient,and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. IN WITNESS WHEREOF,I have hereunto set my hand and seal to this my Last Will and Testament written on 2 pages,this 9' day of June,2011. O&�4-- (SEAL) DONALD L.STICKEL Signed, sealed, published and declared, by DONALD L. STICKEL, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Page 2 of 2 pages