HomeMy WebLinkAbout04-06-15 J pennsylvania 15056141�5
�°°"" ex1oJ-�a1t��1
REV-1500 OFFICIAL USE ONLY
CounryCode Year FileNumber
eureau of Indrvidual Taxes INHERITANCE TAX RETURN �
vo eox zsoeoi 21 2014 1135
narrisbu�a, aA v128-o60t RESIDENT DECEDENT
ENTER UECEOENT INFORMATION BELOW
Soci31 Security Numb¢� �dte oi�eZlh MMD�YriY Dala of Blrth MMO�VYVY
� 11062014 08021935
Decetlenfs Last Name SURx DecedenPs Firs�Name MI
FOX ARTURO A �
Qt Applicable)En[er Surviving Spouse's Informa[ion Below
Spouse's Lasl Name Svffix Spouse's Firs�Name MI
FOX CAROL E
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FIIL IN APPROPRIATE OVALS BEIOW
� 1. Original ReWm O �� Supplemental Relum O 3. Rem io tlZr'Re82;(Oate o�tleath
prio
p 4. Aqnculture Exempnon 1tlale ol p 5. FUWre Inlerest Compmmise(tlate of p fi. Faderal Estete Tax Ratum ReqWretl
tlea�h on or afler]4-2012) tleatM1 afler 1&12-82) 0 9. Total Numbe�ol5afe Oeposil Boxes
� "l. Decetlen�Dled 1esa�e � 8.De��c�ed�e�Maim,r�n�eE a Living Tmst
(Attac�copy ol will.) ( PY� -)
p W. Li�igation Pmceetls Received O �1. Non-Probate Transferee Rewrn O 12. �e(erraVEiection of Spousal Trusts
(Scnetlule F antl G Asseis Oniy)
O 13. Business Assets � 14.Spoose is Sole Bene�ciary
(No imst Invoivea)
GORRESPON�ENT- THIS SECTION MlIST BE LOMPLETE�.ALL CORRESPONDENCE ANO WNFI�ENTIALTA%INFORMA�ION SXOULD BE�IRECTEO T0:
Name �aytime Telephone Number
PeterL. Klenk, Esq. 215-790-1095
First Line of Atldress
1701 Walnut St.
Sewntl Line otAtltlress .
6th Floor
Clly or PostORce Stale ZIP Cotle
Philadelphia PA 19103
co.resaonae�e:emanaaa.ass� AdamReid@klenklaw.com
REGIS�BR OF WILLS�v ON� �
� o � rn �
0.EGSiEXOFWI'.LSOSEONLY �' � —Q � p
OATE FILED MMOOYYYY (q � n �J lD S1
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- -_ r� "� rn
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O O
T n +t
OATEFI STE� TI
� � n
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S N T
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PLEASE USE ORIGINAL FORM ONLV
Side 1
L I I��III II��I�III�����S�II�III�I I4II1I�II5IIIII IIIII IIII IIII 15 0 5 61410 5 J�y ,
s 6 ``lJ
J 1505614205
REV4 WO EX(FI) Decetlenfs Social Sewriry Number
oeoeaa�r:Name�. ArturoA Fox
264768786
RECAPITULATION
1. Real Estale(Schetlule A). . . . . . .. . . . . .. . . . . .. . . . . .. . .. . . . . . L . . . .. .. . ... � .
. . .. . . .. . . 2 �
2. S�ocks antl Bontls(Schetlule B) . . .. . . . ._ . . � �. � � �� � � - - - . . . . . . . . _ .
3. Qosey Heltl Corporation, Pahnership orSole-Proprie[orship(Schedule C) . .. .. 3. . _ _ .�.
4. MON9ages antl Notes Receivable(Schedule 0) . -. � � . . . . . . .. . .. . . . 4. ' 0
5 10.001
5. Cash.Bank DeOosils and Mlscellaneous Personal Property(Schedule E). .. . .. _ . .
6. Jointly Ownetl Pmperly(Schedule F) O Separate Billing Requesled . . .. . . . 6. �
z InterVmos Transfers&M�isceilaneous NomPmbate ampeny 158,018
(Schedule G) � Separate Billin9 Requestetl... . .. .. Z ..
B. Total Gmss Asse[s (�otal lines 1 �hrough]). . . . . . .. .. . .. . .. . .
. . .. .. . . . . . a. 168,019
9. Funeral Expenses antl Atlminishalive Casts(Schedule H). . .. .. . . . . .. . .. .
. . . 9. 14.206
Mort a e Liabillties and Liens (Schedule I). .. . .. . 10. 432
10. Debts of Decetlent, g 9 "" ' � " . . . . .. .. . .
��. 14636
11. Total Oeductions QotalLines 9 antl 10). . .. . .. . . . . .. . .. . .. . .. ... � � � .- �� . . .
12 153381
�2. Ne[Value of Estate(Line 8 minus Line 11) . ... . . . .. . . . . . . . � � � . ..
13. Chari�able antl Govemmental Bequesls/5ec. 9113 Tms�s tor which 3 ��
an election to tax has no�been made(Schedule J) .. . . . __. � � � � �� -� � � � _ . . . . . . _. .. ...
. . .. .. �a. 153381
14. Net Value SUCJect[o Tax(Line 12 minus Line 13) . . . . . . .. . .. . .. . .. �
TAX CALCULP.TION-SEE INSTRUCTIONS FOR APPLIGP.BLE RATES
15. Amounl of Line 141axable
atlhe spousaltax rate,or
vens(ers under Seu 9t16 p 15 0
(a)(t2)X.00 . . . . . . . . . . .. ..... . . _ ._......
16. Amounto(Linel4taxable � 158,017 16. ����
atlineairate X .045 . .... .. ... .... . ... . . .__.. ..
1]. Amoun�ofCinel4�axable 0 �� 0
at sibling rate X .12 . .. .... .. . . . . . . .. . __ . . .. .. _..
t8. Amounl o�Llne�4 texabie � 18. �
at collateral ra�e X .15 . . . _ _ - _... . .__ ___
7111
19. TAX DUE . . .... .. . . . . . . . . .. . .. . . . . . .. .. . ... .. . . . . . 19, .
20. FILL IN THE OVAL IF Y A E RE�UESTING P.REFUND OF AN OVERPAYMENT �
Untler pena��ies of perj reJ�av minetl V�Is rewm,Inclutling accompanying scM1etlules antl statemenis,and lo��e bes�ot my knowletlge ana belie[
it I5 Vue,correCl an pete. D2cla�a�io o(preparer o1M1er lM1an lM1e Oe�son responsiLle!o�filing��e reWm Is based on all Inlorma�ion of w�ICM1 p�epare�M1as
any knowleCge. pq
SIGNATURE OF PERSON FESPON516LE FOF RLING RETURN �
PODRES , 10 ' � ' I
t1
� �AT
SIGNATURE ARER OTHER THAN PERSON SPONSIBLE FOR FlLING THE RETU
A�DRE55
1701 Walnut SL, 6th Floor, Philadelphia, PA, 19103
imiiiiiiiiiiiiii�i�iiii�iiiiiiiiin�i�iiiiiminiium Side2 �
L 0 6142 1505614205
REV-1500EX �Fp Page3 FileNumber
DecedenYs Complete Address:
�ECEOENPSNAME
ArturoAngelFox ._ . -
__. .- . _.. . __ .
..__ . _.__ ._ —___ _. .__. _
-sraEeTnooaess -� �� ���-
240 Colonial Drive . .
-_ _ -.__ ---� - _
_ _. ._— —_ � -�rArE -�zia
c�T�" pA � 17050
Mechanicsburg
Tax Payments and Credits:
1. Tax�ue(Page 2.line 19) (�) ����
2 Credits/Payments
A.Poor Peymen�s _. _ �
0
B.Discoum .__._ . ..____ _— p
(SeeinSVucllons) � � TolalCredlts(At8) (2)
3. INerest �3) 0
6. If Llne 2 I5 grea�er Ihan Llne 7 *Line 3,en�er the tliXerence. Thls ls the OVERPAYMENT.
Fill in oval on Page 2,Line YO to request a refuntl. (4) �
5. If Llne 1 �Gne 31s Area�er�han Line 2,en�er ihe diRerence.Thls Is ihe TAX DUE (S) ��>>
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did deceden�make a trans(er and'. Yes No
a. retain the use or income ot Ihe pmperty transferred ...._._ ......--.. �-�-- ---- � �
b. retain�he righl�o designate who shall use Ihe Oroperty Iransferred or its income .... �..�.� ❑❑ :
c. retain a reversionary m�erest .__.... -........ .�-� "-
d. receive�he pmmise for lde of edher payments,benefits or care� ...... -.�� ����� � �
2. If tleath occurred after�ec. 12, 1982,did deceden�transfer pmpetly wrthin one year of death ❑ ■
wi�houl receivin ade uate consideration? ............ .-.-.- ��--- "'
3. �id decetlent o9n ao'in�rdsl�or"o�payable-upon-tleaN bank account or seanry a�his or her dea�M .._. ❑ �
4. Did decedent own an intlivitluai retiremen�account,annui�y or olher non-Orobale property,which . ❑
coniainsabenefic.arydesgnation> .._..... . -�������� ----- --"
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCNEDULE G AND FILE IT AS PART OF THE RETURN.
For datas oi death on or after July�, 1994,and be(ore Jan_1, 1995,the�ax rale imposad on Ihe net value o(Vansfers m orfor the use of Ihe sorvHing spouse
is a percen��n Ps.gsi�e(e��tii�I��.
For dates of death on or a9er Jan. 1, 1995, Ne tax rate imposed on the ne� value of trans(ers lo or for the use of the surviving spouse is 0 percenl
[72 P.S.§9116(a)(1.1)(li)J.The steWte does not exempt a Iransfer to e surviving spouse from fax,and the stamtory requirements for dlsclosure of assets antl
(ling a tax retum are still applicable even if the surviving spouse is�he only benefmiary.
For da�es of death on or after July 1,2000�.
. The tax rate Imposed on ihe net value of transfers from a tleceased child 21 years of age or younger at death to or for the use of a natural paren�, an
adoptive parent or a ste{rparent of the chlld is 0 percent�72 P-S.§9116(a)(12��.
. The Wx rate imposed on the netvalue of Iransfers to orfor Ihe use of the decedenPs lineal bene9ciaries is 4.5 percent,except as noted in[/2 PS.§9116(a)(1�J.
. The�ax rete imposed on the net value of trans(ers to or�or the use of Ihe decetlenYs siblings is 12 percent [72 P,S. §9116(a)(1.3)].A sibling is tlefined,
under Seclion 9102,as an intlrvidual who has a�least one parent in common with Ihe decetlent,whether by blootl or atloplion.
pEViSoeE%;�OB1�, SCHEDULE E
� pennsylvania
iS7 oernArnerv�oFneveHue CASH� BANK DEPOSITS & MISC.
w�ean<Nce*n.�ae.�kn PERSONAL PROPERTY
aesiuEnr oecEoerv.
FIIE NUMBER:
ESTATE OF: 2120141135
ARTUROANGELFOX
Indu7e Ne pmcee0s of litigacion an�[he Eate the pmoeeGs were receiveG by[he es[ate.
qll pmperty Jointly ownetl with right of survivorship mus[be discbsed on ScheOule F.
VA W E AT Dr1TE
NUMBER DESCRIPTION OF DEATH
� RaymondJamesAccounWumberXXX6082. 810,001
Individually held,non-interesl hearing
(see attached valuation)
70TAL (Also enter on Line S, Recapitulation) $ g�0,001
lf more space is needeQ use aadi[ional sheetr of paper of[he same sixe.
ftEV-090 E%* (OS-09J
`'i� pennsylvania SCHEDULE G
! �r oeeaArmervrornevervue INTER-VIVOS TRANSFERS AND
�N�ex�.aNcernxae.uzn MISC. NON-PROBATE PROPERTY
uesio�n*oe�eoenr
ESTATE OF FILE NUMBER
ARTURO ANGEL FOX 2120141135
Thls scnedu.e mus:be mmple[ed ane filetl If the answer m any of quertions 1 [hrough 4 on page three of Me 0.EV-IS00 is yes.
�ESCRIVTION OF PROPERTV pATE OF DEATH °/o OF DfCDS EMCWSION TFXABLE
ITEM iH¢�oerxewneoFme*�useaee.o�eivuweoran�rrooeceoen-nuo
NUMBER mreor*anxsren. +v aPrormeonoroxxm�ar.re. VALUEOFASSET LNTEREST uue�i VALUE
� TIAA-GREFAccount#D4720126A� q,g52 100 0 4,952
Owned by Ihe Decedent,Benefciary:Decedenfs Children,Alexandre Dotson
and Franz Fox
(see attached valua�ion)
TIAA-CREFAccountkV4720123 1,048 100 0 1,048
2.
Owned by Ihe DecedenL Benefciary: Decedenfs Children,Alexandra�otson
and Franz Fox
(see attached valuation)
TIAA-CREFAccounikC8260EW8 i09,n2 100 0 1o9,n2
3.
Owned 6y the�ecedent,Benefciary: Decedenl's Daughter,Alexandre Dotson
(see attached valuation)
DelawareLife,RaymondJamesAnnuity 42,B4s 0 42,Ba6
6
Owned by lhe Decedent Bene(iciary� Decedents Daughter,Alexandra Do�son
(see attached valuation)
Informational Puryoses Only: Decedenl had a Revocable Tmst
5.
being ihe AM1um A Fox Revocable Tmst
�ecedent never funded the Tmst
TOTAL(Also enter on Line 7, RecaDi[ulation) ; 158,018
I(more space�is needeQ use atld�itional sheets o(pa0er o(the same 5 ze.
aev-tsn ex-(o9-t3)
� pennsylvania SCHEDULE H
oecnarmEivrovnevENue FUNERAL EXPENSES AND
��nEa�.A�+�E*AxaEr�aN ADMINISTRATIVE COSTS
aEsioervr oEccoevr
ESTATE OF FILE NUMBER
ARTURO ANGEL FOX 2�-Z0�4-��
DecedenPs debts must be�eported on Schedule[.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES'.
�� HoffmamRoth Funeral Home 4564
z. TombEngroving 195
a. Funeral Flowers 184
a. FuneralLuncheon 1,250
5. DecedenYs Dog Care During Funeral Services 155
B. ADMIMSTRATIVE CO5T5'
1. Permnal NepresentaGve Commissions.
Name(s)ol eersonal AeD�esen[ative(s) _ . .. . _- - ..- - -
Stree[AOtlreu . ... _ ... -- . . ..
Ciry �... . ..... . _ .. 5!a[e .. . ZIP__. . __..
Year(si Comrlssion vaa ._ ... ... . ___ ._.. —_.. _ _ -
(estp,000
2. Attorney Fees'.
3. Famlly Evemptlon�. (1(deceaent§address is notche mRe as cla'.manPs,a[tach eap.anaCion.J
aa�iman[ .____ . . _.. _ . .. . .. . .__..
ShxetAetl�ess _.. . . ._— .. .... _ .._. . . .
CdV . .__ . . .. . . . ... . . . State_ _ ZIP . _
0.elationship ofClaimarf[a �e[eaent ___. ._ ... . . . _. . ... . � -_.
463
9. Pmbate Fees.
5. nmountant Fees:
6. Tax R¢[uln PrPpd'Cr F¢PS'.
z Dickinson College Memorial 330
e. ExeatorAdministralive Supplies(Postage,copying,shipments) 65
9.
TOTAL(Also enter on Llne 9, Recapitulaton) S 14,206
11 mare s�ace Is�eede0,use aCalConal shee5 of DaOer of Ne same slze.
NEV-1512 EXi (12-t2)
� pennsylvania SCHEDULE I
�y� oernarmervroFnevervue DEBTS OF DECEDENT,
iNnexrnnce.nxAe�oaN MORTGAGE LIABILITIES & LIENS
aesmerv.oeceoervr
ESTATE OF FILE NUMeER
ARTURO ANGEL FOX 2120141135
Repart deb[s inatreC by[he Eecedent prior[o d¢a[h[hat remained unpaid a[the Da[e o!death,induding unreimbursed medical expenses,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF pEATH
1� Pharmacy,Final Bill 365
2. Cell Phone, Final Bill 53
3, CreditCard,FlnalBill 14
TOTAL(Also enter on Line 10, Recapi[ulatlon) $ 432
If more space is neetleQ inseRaddltlonal sheets of the same size.
qPe '.Sls Ea. �.:91 lu,
�� pennsylvania SCHEDULE J
"�`��"`"� o����""� gENEFICIARIES
rvrv.eai.nn�r,u ue-oxv
arsr�rn�oc�mrrv*
ESTATE OF', FLLE NUMBER:
ARTURO ANGELFOX 2120141135
RENTIONSHIP TO DECEDEVT AMOUNT OR SHPRE
NUMBER VAME PYD PDDRESS OF PERSON(S)RKEIVING PROPE0.TV Do Not list Tmstee(s) OF ESTATE
I TA%FBLE DISTRIBUTIONS [IncWde ouhigh[spousal d'shibu[ions and hansfers untler
. Sec 9i16 ;e)(12),�
t. Alexandre Dotson Daughter
fi9 Greenwood Avenue
Lancas�er, PA 19603
a. Delaware Life.Raymond JamesAnnuity(1�0% Benefciary) 42,846
b. TIAA-CREFflD4720126 24�6
(1l2 Beneficiary)�see auachetl valuation)
a TIAA-CREF pV4720123 524
(v2 BeneficiaryJ(see auached valuetion)
d. TIAA-CREFpC82fi0EW8 109���Z
(100% eeneficiary)
ENTER�OLUR ANOl1NT5 FOR�ISTRIBUTI0V5 SHOWN NBOVE ON LINES IS THROUGH 18 OF AEV-I500 COVEA SHEET,AS APPROPRIATE.
» NON�TA%ABLE DIST0.IBUTIONS
A, SPOl15NL�ISTR1811'IONS UNDER SEQION 9tt3 FOR WHICH AN ELECTION TO TA%IS NOT TAKEN:
1 '
B. CHARItFBLE AN�GOVERNMENTPL DISTRiBUTI0N5'.
1
TOTAL OF PART II - EMER TOTAL NON4AXABLE DIST0.I9UTIONS ON LINE 13 OF REVd500 COVER SHEET. $
If more space is needed, use adtliCona'�shee[s of paper of Ihe same siEe.
:L. _,,. _.. �'il '.
�i pennsylvania SCHEDULE J
,nHE,�,pN�E,pxpaE,�aN BENEFICIARIES
e�mervr oeceoemr
ESTATE OF: FILE NUMBER;
ARTURO ANGEL FOX 2120141135
RElATI0N5HIPTODECE�ENT AMOUNT00.5HARE
mLMeEft NAME AN�ADD0.E55 OF PERSON(S) RECEIVING PROPERiV Oo Not List Trustee(s) OF ESTATE
I iANABLE DISTRiBOTI0N5 [Inclutle o�trig�;spousal disbiputions anG hansfers under
Sec 91t6(a)(1.3).]
�. Alexandra�otson Daughter
69 Greenwoad Avenue
Laows�er, PA 196W
e. FONnformational Purposes Only.
To�al Passing Io A�exendra Pox, $155.018
i Tax for separate bill.ng,$6,976.
ENTER pOLLAR AMOUNTS FOR DISTRIBl1T10N5 SHOWV ABOVE ON LINES 15 THROUGH 18 OF REV-t5�0 COVER SHEET,AS NPPROGRIATE.
» NON-TAXAOLE DISTRBOTIONS
A SGOOSAI DI4RIBUTIONS UNDER SECiION 91t3 PoR WHICH AN ELECTION TO TB%IS NOT TAKEN�
l.
9. CHARITABLEAVD GOVERNMENTFL�ISTRIBUTIONS�.
l.
I
TOTAL OF PART II - ENTEft TOTAL NON�TA%ABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SNEET. ;
If more spare'a aee0e0, use addltioral sheets of paper ol the same s ze.
ae1 �.y�.iv� �oi�i
�� pennsylvania SCHEDULE J
"�'�."`���`p`V`"u` gENEFICIARIES
���ra���c�.�aE,�arv
aesoenl nrceoervr
ESTATE Of: FILE NUMBER:
ARTURO ANGEL FOX 2120141135
AENTIONSHID TO�ECE�ENT AMOUNT OR SHARE
NUMBER NAME ANG A��AE55 OF PERSON(5) RECEIVING PROPERtt Do Not list Trustee(s) OF ESTATE
1 TN%AHIE DISLRIBUTIOVS [InG�de outnght spousa� dishibuGons and vanslers untler
Sec 9116(a)(L2�.]
i. FranzFox Son
311 Pleasanbiew Drive
Mountville, PA 17554
a. TIAA-CREF k�472012fi z4�6
(v2 Beneficiary�(see attached valuation)
6. TIAA-CREFqV472�123 5Z4
(112 Beneficiary)(see attached valuaPion)
c. Forinformational Parposes Only.
Total Passing b Franz Fox,$3000
Tax due for separale billing, $135.
EN'ER DOLLAR I+MOLNTS FOR DISTRIBUTIONS SHOWN ABOVE OIV LINES IS THROOGH t8 OF REV-1500 COVER SHEET,AS APPROPRIATE.
« �. NOV TA%AB��_E �ISTR:AUi!ONS
� A. SPCLSA��ISTR:BUTIONS UNDER SECTION 9113 FOR WHICH PN ELECTION TO TA%IS NOT TAKEN'.
1
B. C4ARITFBLEANDGOVERNMENTALDISTRIBUTIONS:
1.
TOTAI OF PART II - ENTER TOTAL NON-TAXABIE DISTRI6UTIONS ON LINE 13 OF REV-1500 COVER SHEET $
If more space Is aceded, use atldi[ioral sheets of paperolthe same s¢e.
TIAA
CREF -
FlNLNCIAL SENVICFS
March 16, 2015
ora�n�soi.mne�s+ainwowuun�aomum
Estate of Arturo A. Fox
GO Caro]Fox
C/O Adam Reid
1701 WQalnut Street 6th Floor
Philadelphia PA 19103
Re: Valuatlon of Annoi[y Contract(s)/CertiTicate(s) at Decedent's Date of Death
Dear Carol Fox,
— You have requcs[cd the value of thc annuity contract(s)/certiFcate(s), held by TIAA-CREF, on the date of
death of ArNro A Fox. This statcment has bceo prepared for you based on the following information:
— Dlame of Decedent: Arturo A Fox
— DecedenPsDateofBirth: 08IO2/1935
— DccedenCs Date of Death: I l/06/2014
- VALUE OF ANNUITY CONTRACT(S)/CERTIFICATE(S) AT
= DECEDENT'S DATP OF DEA1'H
ContrecYlCertificate Date of Dea[h
Number V alue of the
Cou[actlCertificate
D4720126 $4,95 L56
V4720123 $1,047.92
C82bObw8 5109,171.99
TotalDateofUea[h g��5,171.47
Value
Investmeutin $3,000.00
Contract Total Value
TIM-CREF Individual&Instimtional Services,LLC Member FINRA,S�C.
BENCBM`D-VD
Hcadquarters: 930 Third Avenue,New York 10017-3206 TcI: 212-090-9000
If you have any questio��s or need addiuonal infornta[ion, pleasc call us at SSS 380-6428, 'Nonday to
Friday from 8 a.m. [0 7 p.m., (ET). Onc oT our consultan[s will be happy to help yoa (f you're hearuig
impaired and are a TTY phone uscr, plcase call us at 800 842-2755.
Sincercly,
�E�tC6GC[GUIL` ,SPlivlC¢Q- 72l1Nt
Be�eficiary Services Team
(TIAA-CREF ceserves ihe right to eorrec[ any clencal eaor in correspondence.)
Annuity contracts and certificates are iss�ed by Teachers Insurance and Annuity Associa[ion (TIAA) and
College Re[irement Equi[ies Fu�d (CREF), New York,NY.
Securi[ies products are distributed by TIAA-CREF Individual & Institutional Services, LLC and'Ieachers
Pcrsonal Investors Services, I��c., mem6ers FINRA.
�2010 Teachers I�surance aod Annuiry Associatiou-College Retiremeot Equities Fund (TIAA-CREF),
730 Third Avenue,New York, NY 10017 �
�.� MI�DLAND NA o 0�AL' I AYl71t12��
Februazy 5, 20I5
KLENK LAW
C/O ADAM REID
1701 WALNUT ST 6 FLOOR
PHILADELPHIA PA 19103
**712 Letter**
Re: Arwro A. Fox, decaased
Policy: 8500309638
Deaz Mr. Law:
This contract is an Annuity. Below is the information that is needed to complete the
estate tax remrn. ,
Decedenk Arturo A. Fox
Social Security Number. 264-76-8786
Date of Issue: 06/12/2007
Type of Contract: Non-Qualifed
Date of Dea[h Value (as of 11/06/2014): 5129.045.02
Cos[Basis $80,738.11
If you have yuestions, piease call us toll-Free at 877-880-6367. We are available Monday
through Thursday from 7:30 am to 5:00 pm (CST) and Friday from 7:30 am to 1230 pm
(CST). A se�vice professional within the Claims and Benefit Departmeot will be happy
to [ake your important cntl.
Sincerely,
(�� �,�I;�� �hd� �
Denelle Short
Claims and Benefit Specialist
Claims and Be�etit Department
cc: File
.s.. ,. . .�.,�., i i . , i �_ .. i . ,,. . i , s��r _�i,[ n ¢r�,u:on , . .� .
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FIkANCIkL SERVIfES �Wf.SS ; sb0 O-�;�Q,
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C6N��LY �t.
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Mar<h 31, 2015
Mr. Peter L Klenk
Law Offices of Peter L Klenk
ll01 Walnut Street 6�� Floor
Philadelphia, PA 19103
Re: Artuw Fox, Date of Death Value, Sun Life Financial Masters Variable Annuity
Please be advised informa[ion fumished to my office by Delaware Life Insurance Company,
regardingArturo Fox's Sun Life Financial Masters Variable Annuity contract M13-1350-017633,
the date of death value on Novem6er 6, 2014 was 542,845.87.
Should you need additional in(ormation or have any questions, please feel free to con[act my
office.
i
Sincerely
�
� / �_
Peter 1, GutekunsT, CFP�
Branch Manager
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I, ARTURO A. f'OX, of Chester County,Pennsylvania, make Ihis my wiil,hereby
revoking a1I prior wills and codicils.
p�T; The expenses of my lazt illness and funeral shall be paid out of my �
estate.
SECOND: P rsonai Pronertv: 1 give al] my automobiles and my articles of
personal and household use,equipmen[and omament and all insurance[hereon[o MY
SPOUSE, CAROL E. PDX, if my spouse survives me. If my spouse does not survive
me,I give such tangible personal property to my issue who survive me,per stirpes. Such
property shall be divided as the beneficiaries shall agree. In the absence of an ageement,
[he executor shall divide Ihe properiy as the execulor shall deem appropria[e. My .
property not dishibuted by the executor shall be sold and the proceeds added to the
residue. The execu[or shall represent any minors in the division of Ihe property and may
deliver propeRy to which a minor is entitled to Ihe minor or[o any person to hold for[he
minor,wi[hout bond, and shall be released by[he receipt of such person or of the minoq
even if execuled before majority. Though I undersland i[is no� a legal obligation, in
determining to which of my issue to distribu[e specific items of tangible property 7 �
request that d�stributions be made in accordance with the instructions given in any
memoranda which I teave at my death for that purpose. The cost of delivenng[he
property to ihe residence of any beneficiary under this item shall be paid from my estate
as an expense of administcation. �
THII2D: R siduazY F,state: I give my residuary es[ate, real and personal,to
the Trustee under the Revocable Trus[Agreement that I have signed before signing this
Wi11, ro be disposed of as provided in tha[Trust Agreement, including any amendmenls �
to it signed after today. IFtMs gik is imalid but[he lerms of the Trust may be �
inwrporated into��iis W��l or otherwise carried out under[his Wifl,then (i) I hereby
appoint lhe Trustee under[hat Trus[Agreement to be Tmstee under this Will; (ii) I
incorporate[he provisions of that Trust Agreement in[o [his W���; �i��) I B��e my residuary
1
estate[o [he Trustce under[his Will; and (iv) I direc[that lhe residue of my estate shall be .
disposed of in the manner provided in lha[Trus[ Agreement but with the[rusts[hereby
set forth trea[ed as trusts under this Wi11. I direc[ my Personal Representative to follow
any instructions contained in that Trust Agreement in making any[ax elec[ion, including
but not limited ro the allocation of my GST Exemp[ion. I direct that the taxes imposed by
reason of my death upon pmpcRy passing under and outside this Wil1 shall be
apportioned and paid in the manner provided in that Trust Agreement.
FOURTH: Taxes:
p. All estate, inheritance and otUer death taxes and any interest and
penalties [hereon imposed by reason of my death on property passing under my will and
on gifts made by me dming my ��fetime shall be paid ou[of[he principal o�Y
estate,wi[hout appodionment or reimbursemenl.
g, Notwithstanding the foregoing, if my spouse survives me and
executes a qualified disclaimer with respect[o a p�bu[no[ all of my spouse's interest in
my residuary esta[e, all such[axes and interest and penalties shall be paid out oCthe shaze
of my residuazy estate passing under pazagraph B. oCthe previous Item without
apportionment or reimbursement.
F�TH: Minor and Disabled Beneficiaries:
p, My income or principal payable hereunder to a beneficiazy who is
a minor, or to a benef ciary who, in Ihe trustee's opinioq is disabled because of illness,
advanced age or other reason, may be paid[o, or applied for the benefit of, such
beneficiary, or paid to a Custodian for such bene£ciary, m lhe ex[ent determ�ned by[he
Irustee, and Ihe balance shall be held by the trustee as a separate trust, with the power to
imest and reinvest. Said income and principal and any income eamed Uiereon shall, to
the extent deemed appropriate by[he[rustee,be paid to such beneficiary or applicd for
his or her heal[h, education, support,maintenance, wmfort or welfare, or paid to a .
Custodia� for such beneficiary. Any income not so paid or applied shall be accumulated .
and added to principal. Any funds to be applied hereunder either shall be applied direcUy
yy Ihe trus[ee or shall be paid to a parent of such beneficiary or[o any person or
Z
organization car�ng for such beneficiary, and the[rustee shall have no further
responsibility for any tunds so paid.
B, lf the administration of a separa[e Qust is or shall become
imprac[ical,Ihe trus[referred to in paragreph A.may be distributed to [he beneficiary or '
lhe person or organization cazing for the beneficiary or, in Ihe case of a minor, the same
may be paid to a Custodian for him or her,or comerted to cash and deposi[ed in a
savings account,savings certifcate,money market fund or similaz interesi bearing
in�es[ment, payable[o[he minor upon reaching majority.
C, The balance of principa!and income in the separate trus[shall be
paid to the minor upon reaching majority or in l6e case of a disabled beneficiary when, in
[he opinion of tUe [mstee,he or she is free of disability; in Ihe event of the death of the
beneficiazy Ihe same shall be paid to[he beneficiary's persona]representa[ive. .
SIXTH: Disclaimer: In addition to any disclaimer rights confeaed by law,
I authorize any beneficiary wi[hin nine months of my deatli to disclaim in whole or in
paR any interes�,bene5t,righ[, privilege or power granted under my wil1. "The disclaimer
shall be in writing duly acknowledged and executed by[he bene6ciary or his or her
guardian, committee,executor, administrator or other represen[ative, delivered m the
execu[or and filed in the court havingjurisdiction over my esta[e or as o[herwise provided .
by law. P.nY in[erest,bene6[,ri$ht,privilege or power disclaimed hereunder, including
the principal supporting any disclaimed ineome in[erest, shall pas5 or be disfributed as
Ihough Ihe beneficiary had predeceased me,but[he discla�mer shall not affec[any other
interest,benefit,righ[, privitege or power hereunder, including the right of my spouse to
rucive income from pmperty passing to any Wst under my will by reason of the
disclaimer. �
SEVENTH: Fiducia v Powers: 1 give the executor and Imstee lhe following
powers during Ihe administration and unti!the comple[ion of distribution of my esta[e
ynd yny t[usts created, in addition[o any powers given them by law,which they may
exercise in their sole discretion and withont court approval:
3
p. To re[ain and inves[in all forms of real and personal property,
including stock and common trust funds of any corporate Wstee, withou[reshiction to
investments authorized by Iaw. .
B, To join in any merger, consotidation,reorganization,voting[rust
plan or similar actioq and ro delegate discretionary powers or duties with respect thereto.
C, To sell at public or private sale for cash or credit, [o exchange,or
ro lease for any period of time,any real or personal property, [o give options for sales,
exchanges or leases and ro allocate premiums Crom the sale of options ro income or
principal.
p, To botrow money from anyone, including a fiduciary hereundeq
and to moRgage or pledge any assets as security[herefore.
g, To compromise or sel[le claims wi[hou[ob[aining the consent of .
anybeneFiciary. � �
g. Wi[hout cour[approval,to disclaun in whole or in part any present
or fu[ure interest,vested or contingen[,[o which I or my estate may be en[itled, including .
but not limited to a possible future right ro take in default under an unexercised power of
appointmen[.
G, To makc distribution in ki�d and [o cause any shaze to be
composed of cash,property or undivided fractional shares in propecty different in kind
from any ofher share, g���ng consideration to such extent as my fiduciaces detemiine to .
Ihe federal income tax basis of such property.
H. To appty any payment of income or principal to which an
individual beneficiary is entitled hereunder direc[ly for[he benefit of the beneficiary or[o
pay it to such person as my fiduciaries select to disburse it for lhe benefit of the
bene6ciary. The receipt by the person so selected shall be a eomple[e discharge of my
fiduciaries therefrom.
�, To divide frnctionally any tmst into Iwo or more separa[e trusts for .
ta�c, awoun[ing or other rexsons.
J. To repair and main[ain any real or personal property and to charge
[he expense to income or princiPal.
a
g, To apply[o income or principal a�y coryorate dis[ribution which is
described oc designaled by[he corporation as a stock dividend or as a distribution which
may be received ei[her in cash or in shares of the corpora[ion at the option of the holder. .
y, To merge for inves[ment puiposes only Ihe several separate trusts
and [o allocate ro each[rust an undivided interest in any or all of the assets held.
Ivt. To azrange for ws[odian, accounting anNor invesvnent advisory
services without diminulion of compensa[ion o[herwise properly payable to my
fiduciaries and to charge the expense thereof either to principal or to income or paRly m .
each.
7�, To register investments in nominee name or to hold investments in
bearer fortn.
p, To combine the asse[s of any lmst hereunder with those of any
subs[an[ially similar hvst for Uie same beneficiary or beneficianes under ano[her
instrwnent, either by transferring such assets to the hvstee o�[rustees of such trust for
fur[her adminis[ra[ion, accouniing and dis[ribulion as a part of that trus[or by accepting
from the Irus[ee or ttus[ees of such[rust assets thereof for administratioq accounting and .
distribution as pari of a[mst under my will.
p, To make any election perm�tted by lhe Internal Revenue Code with
respec[to the date for�aluing[he asseLs of my esta[e,with respect to claiming
administration and medical expenses as income or eslafe�ax deductions and wilh respect .
to any other income,esta[e or gift tax op[ioq wi[hout mak�ng any compensating .
adjustments between principal and income and between beneficiaries or trusts in
consequence of such elec[ions.
Q. To join with my spouse or my spouse's estate in filing income or
gifr tax retums for any year for which I have not fi�ed such re[urns prior to my death and
to consent[o any g�fts made by my spouse as being made one-half by me for g��tarz
pulposes,even though such action subjects my estate to additional liabili[ics.
EIGHTH: Life Insurance: With respect[o all life insurance po�icies payable
to the executor or vustee: �
5
q. In case oEcontroversy or litigation over[he collection of[he policy
proceeds, the fiduciaries are au[horized to compromise or settle any such matter. The �
fiduciaries shall be under no obligation to inslimte proceedings to enforce paymen[of lhe
policies unless the fiduciariu shall have been indemnifieA [o the sa[isfaction of[he
fiduciaries against the expense of li[igation.
g, The life insurance companies shall have no responsibility[o see to
[he performance of the trus[s herein crea[ed.
NINTH: Adminisvzt�°ns�
p. Proteetive Provision. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a beneficiary before actual
payment to the beneficiary,except[hat any beneficiary may assign any part or all of ihe
beneficiary's interest in this trust lo any one or more of the beneFiciazy's or my issue.
D. Undistributed Income. All income undistributed at a beneficiary's
dealh shall be treated as if it had accrued �hereafter.
C, Su�ival. If my spouse and I shall die under such circums[ances
Ihat it cannot be de[ennined wi[h reasonable certainty which of us died Frst, Ihen I shall
be conclusively presumed [o liave survived my spouse.
L7. Issue. The words'bhild", "children" and"issue" as used herein
shall include persons adopted during minoriiy�d their issue as well as blood
descendanta -f g a ents
g. R sources of Beneficiarv. Prior to makin discretionary p ym
or applications of principal or income to or for the benefit of any beneficiary hereunder,
�ne t�,stee may,but need not, take into account Ponds available to the benei"iciary from
other sources, including but not limited to benefits[o which[he beneficiary may be
entifled under any govemmental assislance pmgram.
p, Unclaimed Interests. If any beneficiary, aIIer diligent search,
cannot be located within two years of[he date his or her interest vests in possession, such
in[erest shall lapse and be distributed as though the beneficiary were deceased on such
date.
b
G, P er of Anno�ntmenL I expressly refrain from exercising any
power of appointment I have under any wi11 or Ws[.
g, r' 'ne I w a d Chanee of Situs. Trusts formed under[his
will shall initially be governed by the laws of lhe state wherein I was domiciled at the
time[ha[I executed this document, and, unless situs hereof is hansferted, its situs shall be
said state. The[rustee may change[he situs of Ihis trust(and to the ex[ent necessary or
app�opriate,move the wst asse[s)to a sta[e or country other than[he one in which Ihe �
wsl is then administered, if the[rustee believes it to be in the bes[in[eres[s of the[rust or
[he beneficiaries. The trustee may elect[hat the law or such otherjurisdiction sha0
govern the Irust[o the extent necessary oc appropriate under the circumstances.
TENTH: Gene ation Sk'ooine Trnnsfers: I make the following
provisions pertnining to generation-skipping transFers:
p, The exew[or may allocate my generation-skippmg tax exemption
which I have not iaevocably ulilized during my lifetime in such manner as Ihe executor
shall de[ermine.
g, For purposes of fully u[ilizing my genera[ion-skipping tax
exemplion if my spouse survives me,the ezecuror may make[he elec[ion provided for in
Sec[ion 2652(a)(3) of the In[emal Revenue Code to tlie extent the executor has elected to .
treat all or par[of the property passing under this will or under any deed of trust of which .
I am the settlor as"qualified terminable interest proper[y" under Section 2056(b)(7) of
Ihe Intema!Revenue Code.
C. The executor may elect not to have the deemed allocaUon
pro�isions of Section 2632(b)of the Code apply[o hansfers made by me during my
lifetime.
p. To the extent that Ihe allowtion of any generation-skipping tax
exemptiwi would not result in a partic�lar trust being completely exempt from[he
generation-skipping tax,[he trustee shall separate such trust into nvo [rusts, one of which
is exempt from and one of which is fully subject [o the generation-skipping tax. 1n Ihe .
case of a Wst which has not received assets at[he lime Ihe exemp[ion is allocated,Ihe
separation shall occur prior lo anY tunding of the lrus[. A trust which is completely
7
exempt from lhe gencration-skipping taz shall be referred to as an"exempt trusY'nnd a �
tmst whiclt is su6ject in any Part to Ihe genera[ion-skipping tax shall be referred to as a
"non-exempt [rusP'.
g, If the tmstee scparates a[rus[into an exempt [rust and a non-
exempl trus[under the immedialely preceding paragraph: .
1. Any person who has a power of appoiniment wi[h respect
to tha[Ws[may exercise such power differen[ty as between the exempl[rns[and Ihe non-
exempt trust.
Z. If the Irustee has[he discretionary power to distribute
income of a trus[ among"skip persons"and"non-skip persons"as defined in Section
2613(b)of the Intema!Revenue Code, the[ns[ee may exercise such power differently as ��.
between the exempt trust and Ihe non-exempt lrust.
F. In making any d�stributions hereunder for[he various beneficiaries
my fiduciaries may allocate among such distributions assets which are exempt from
generation-skipping[ax equally or pro rata or on such other basis as they shall in Iheir
sole and absolute discretion detennine,taking into account possible needs of beneficiaries
for distributions of pnncipal, possible appreciation in the value of[rust assets during the �
lifetimes of the beneficiaries or such other factors as the fiduciaries consider significant. �
G. The Irustee may combine into a single trust Iwo exemp[trus[s for
the benefit of[he same beneficiary; similarly,Ihe trustee may combine non-exempt trusts .
foc the same beneficiury. �
g. No power to ezpend principal of an exempt trust for a bcne5ciary
who is a"non-skip person" as defined in Sec[ion 2613(b) of the Intemal Revenue Code
may be exercised by the[rustee so long as tlie�e is any principal held in a mn-exempt
trust and in which the trustee has a similu power to expend principal for such
beneficiary.
7, Io addition to all other powers set foRh in my wi11, it at the dea[h
oF a beneficiary other[han my spouse, including a person who becomes a beneficiary
pursuant to the exercise of a power of appointmen[ under my will, there is pnncipal held .
in a non-exempt Irust for[hat beneficiary and if in Ihe absence of[his power of
appointment Ihere would be a tacable termination with respec[[o such[rust as defined in
8
Sec[ion 2612 of the Intemal Revenue Code, such benefmiary shall have Ihe power by will �
wntaining a apecific reference to[his power of appointment to appoint any part or all of �.
such principal outrigh[[o any one or more of his or her creditors and the credi[ors of}tis
or her estate. Upon[he bene£ciary's death,m [he ex[ent she or he fails[o exercise
effectively such power of appoin[ment, the trus[ee shall pay to [he be�eEciary's estate or
[o Ihe tas authorities an amount equal to any increase in esla[e, inheritance and other
death taxes, and inte�est and penal[ies ihereon,payable because of Ihe inclusion of lhe
unappointed principal in[he beneficiary's es[ate£or tax pu�poses. The remaining
unappoin[ed principal shall be dis[ribuled in accordance with[he [erms of the[cusL ��
ELEVENTH: Fiduciaries: I appoint[he fotlowing fiduciaries:
A, I appoint MY SPOUSE, CAROL E. FOX,executor. If my spouse
is at any time unable or unwilling[o continue to ac[as exew[or I appoin[MY
CHILDREN, currenfly my DAUGH"CER, ALEXANDRA FOX, and MY SON,FRANZ
FOX, as successor co-executors.
B. Unless a successor is named herein who is able to serve, each
individual executor or trustee shall appoin[a successor by a writing filed with counsel for �
my estate or the tmsts hereunder. Each successor shall appoint a successor by a similar �
wri[ing.
C. No executor or trustee shall be required to file any bond,with or
without sureTy, inventory,or account with any court oc any officer or agen[of any court,
unlus speciftcally ordered [o do so by a couri of compe[entjunsdiction.
D, In addition to Ihe foregoing each individual trus[ee or executor
may appoint a co-trustee or co-executor[o serve with him or her and may remove sach
co-tmstee or co-execuror so appointed. Such appoin[ment and removal shall be by a
writing filed wi[h counsel for[he [rusts hereunder.
E. No avstee sliall participate in any[mstee deCision concerning the
discretionazy payment or application of income or principal to or for a be�eficiary if such
payment or application would dischazge a legal support obligation of the [rustee.
g. Any executor or tmstee may resign at any time without coud
approval by giving wrillen notice to counsel for[he estate or IrusL The individual Irustee
9
may from time to time remove any cocporate[mstee and, if he or she so chooses,appoint
a successor cocporate trus[ee[o serve in tlie place of[he removed trus[ee. Such removal
and/or appoin[men[shall be by means of a wri[ing filed with counsel for lhe Irusts .
hereunder. The corporale[iustee shall, wi[hin ninety(90) days after such notice oC
removal,deliver[he assets held in such trusl lo [he successor co=pora[e trus[ee or, if no
successor is appointed, to Ihe individual Irustee. Upon delivery of[he trust propeIIy
together with a s[atemen[of its activities for any period for which it has no[reported,Q�e
beneficiaries shall have sixty(60)days lo fite with Uie removed coryomte trustee any .
objections to its actions as trustee. Ifno such objections are filed, lhe removed corporate ��
Wstee shall be without any further liability or responsibility to any past, present, or
future bene�ciaries except for acts ofnegligence or wiliful wrongdoing. �
G. Notwithstanding any law or mle of court[o the contrary, a
corpora[e executor or trustee shall receive compensation for i[s services hereunder&om
time[o time in accordance wi[h the ouaen[rates then eharged by it For Wsts of similar
size and charac[er. If the corporate executor or tmstee renders any extraordinary
serviees, it may receivc addi[ional compensation thacefor. The individual executor and
[rustee may receive a reasonable compensaUon for his or her work, such compensation[o
be in addi[ion to the compensation rcceived by Ihe co}porate exewtor or[ms�ee.
H. No successor execu[or or t�ustee shall be required Io examine into
the acts of its predecessor exewtor or trustee, and cach successor executor or tmstee shall �
have responsibility oniy wiUi respect to the property actually delivered lo it by its
predecessor.
C No person or coiporation dealing with the execu[or or[rustee shall
be obliged to sce to the application of money paid or properiy delivered to [he exec�tor or
tcustee, to inquire into the propriety of tlie execu[or or trus[ee exereising of the exeeutor's
or trus[ee'S powers, or[o de[ertnine tlie existence u£any fact upon whicU the executor's �
or wstee's power to perfonn any act hereunder may be conditioned.
J. As used herein, the word"trustee" shall refer[o aIl[hose from time �
to time acting as tms[ees. '�
g At least quaz[edy Ihe truslee shall send the beneficiaries who .
recei�e income currently or Iheir legal represen[atives sta[emen[s showing[he �
10
transactions in their irusts. No accounting shall be required routinely by a court, but my
trustee and any beneficiary shall be entitled at any time to seek ajudicial seHlement of a
Irust accoimt in ar�y court of competent junsdiction selected by my trustee. Alsa �
1. Out of Court Settlement The[rustcc may at any time settle
any account or question conceming Ihe administration of a trust by agreemenl with all [he
Ihen legally competent bene£ciaries who are eligible to receive income and, if there are
any, ei[her(i)with all their then legally competent living descendants or(ii) with all the
legally compe[en[persons whom my trustee de[ertnines would be entitled to receive a
share of Ihe principal if all [he beneficiaries who are eligible to receive income had died
immediately prior to lhe date of the agreement(disregarding powers of appoin[men[).
However,
a. If[he trus[ec detennines that[here is no legally
compe[ent person to make an ae„reement,Ihen the agreement may be made by Ihe Iegal
representa[ive, Icgally competent spouse or oldest Iegally competent rela[ive of Ihe
ciosest degree oFeach person specified above; and,
b. If an addition is made by will or Crom another trust,
my[ms[ee may accept Ihe statemcnt of the fiduciazy that the propeRy delivered [o my
trustee constimtes all [he property to which t6e trustee is entitled. The truslee shall have
no duty ro inquire into any ac4on of[tie fiduciary, and onty shall be responsible for Ihe
property which Ihe trustee receives.
The Remainder of This Page Has Beeu Leff Blank . �
17
2. Effect. Any settlement undcr the above paragraph shall
bind all persons who may ever be in[erested in the trust, and shall effeclivcly release and �
discharge my[rustee. �
IN�VIT,JNESS WHEREOF, I have set my hand and seal unto this my last will,
containing V T7 Pages.
Dated: �1��� �'o� � — `� �
ARTURO A. FOX�
SIGNED, SEALED,PUBLISHED AND DECLARED by ARTURO A. FOX, .
[estator above natned,as and for the testamr's last will and testament, on the day and yeaz
lut above vmt[en, in the preseoce of us, who at[he tes[ator's request, in the teslator's
presence, and in the yresence of each o[her, all being present at the same[ime,have
hereunto subscribed our��aznes as wi[nesses.
Name Address �.
, � � , A _ I/ � '/ e
� . �- . i :�/;'
Q 79. � P � �o �._ ��.8�f.
� � w� r-�' � �Vit iy3sz
�z
STATEOF p A : SS .�6�—�G—���6
COUNTYOF LV-1 e�t t'�- �
We, ARTURO A. FOX, �'- �� e^� " �d
� M / �( o " , [he test [or and the witness (es)respectively,
whose names are signed to the attached or foregoing ins[tumen[,being Frs[duly swom,
do bereby declare to the undersigi�ed authority Ihat the testator signed and executed the
ins[rvment as [he[es[ator's last wi11 and[hat the testa[or had signed willingly or directed
another to sign for Ihe testator, and that the[esta[or execu[ed i[as Ihe testator's &ee and
voluntary act for the pu�poses therein expressed; and[hat each of[he subscribing
wimesses, in the presence and heazing of the[estamr, signed the wil] as a wi[ness and that .
[o the best of his or her knowledge the testator was at tUa[time�more years of age,
of sound mind and under no constraint or un e i uence
�
AATURO A. FOX
0 �%, K
�✓itnes� ,
fj�� � �M�,�1�-/rh�r��
��s
Su6scribed, swom to or affirmed and acknowledged before me by ARTUAO A.
PDX,thc[esta[or azid subscribed and swom to or affirmed before me by
�.�K �b � �a Lia�Ltl/ l � P-u�,witness(es),
on this d te: 1 �
� �
�—
otary P M
13
AR'PURO A. FOX REVOCABLE TRUS1' �
I, ARTURO A. FOX, of Chester County, Pwnsylvania, make [his deed of
trust and I hereby appoint ARTURO A. FOX as trustee.
I hereby nansfer to the trustee, in trust, the property listed on Schedule"A"
hereoE The trustee shall manage, invest and reinvest said property and any other
property added to this trust, shall collect the income [herefrom, and shall distribute the net
income and principal in accordance with the following provisions:
FIRST: During my lifetime, Ihe [ruslee:
A. Shall transfer to me such parts or all of the principal and net
income as I may request.
B. May appty directly for my care, support and welfare such parts or
all of the principal and net inwme.
SECOND: Following my dea[h, the trustee shall hold and/or distribute the
remaining principal as follows:
p. I give all trust principal to my tmstee to hotd together with any
assets which the trustee receives from other sources in trust as follows:
�. The trustee shall pay to or apply directly for the benefit of
my spouse such parts or all or none of the principal and net income as the trustee shall in
the trustee's sole and absolute discretion deem proper for Ihe health, education, support
or maintenance in reasonable comfort of my spo�se, subject to my overriding intent Iha[
the discretion given to the trustee constimte an ascertainable standard relating to health,
educatioq support or maintenance under IRC Section 2041(b)(1)(A). In addition to the
above listed powcrs, the trustee, other than my spouse, shall have the power to pay to or
apply directly for the benefit of my spouse such parts or all or none of the principal and
net income as [he Irustee shall in the irustee's sole and absolute discretion deem proper.
Z. During my spouse's lifetime my spouse shall have the right
to occupy rent free for such periods of time in any year as my spouse may desire any
residence held hereunder. AII cos[s of maintaining the residence, including but not
t
limited [o �eal esta[e [axes, water and scwer ren[s, insurance premiums and cos[s of
repairs, shali be charged to the principal or income, or to both, of the trust as the wstee
shall in Ihe[rustee's sole and absolu[e discretion de[ermine. No such residence held in a
[rust created hereunder shall be sold without my spouse's written consent. If pursuant [o
my spouse's consent the trustee should seli such residence, my spouse may require the
trustee to apply all or part of the proceeds to the purchase of another residence. Any
residence so purchased shall likewise be subject to the foregoing provisions.
3. If the wsts in ei[her of the previous paragraphs 1 and 2 are
funded the trustee of the said tmsts sha0 provide my then living childre� statements, at
least quarterly, showing disbursements Irom and current stams of the said wst.
4. Upon the death of my spouse the trustee shall divide the
remaining principal, without adjustmen[ for prior unequal distributions of principal or
income, into as many equal shares as Ihere aze children of mine [hen living and children
of mine lhen dead represented by issue Ihen living. 7'hereupon the trus[ec shall hold the
shares in Wst in accordance with the following provisions:
a. Sprinkle Trusts Held Primarilv For Then Livine
Children of Mine. For each share held for a then living child of mine, the trustee shall
pay to or apply directty for the benefit of any one or more of the child or the child's issue
living from time m time such parts or all or none of the net income and principal as the
Irustee shall deem appropriate for the health, education, support, or maintenance in
reasonable comfort of any one or more of my child and the child's issue, subject to my
overriding intent that the discretion given to the trustee constitute an ascertainable
s[andard under IRC Section 2041(b)(1)(A). I specifically authorize my trustee to
dis[ribute principal [o a be�eficiary to enable him or her[o purchase or improve a home,
pay for the expenses of his or her wedding to start a professional practice or to acquire an
interest in a business. Any income that is not disMbuted shall be aceumulated and added
to principal. My primary concem is the care and education of my child until the child
becomes self-supporting. I recognize that the needs of the beneficiaries will vazY,
perhaps widety from time to time. Accordingly, I direct that [he beneficiaries may but
need not be treated equally or proportiona[ely, that onc or more of them may but need not
be wholly excluded from any or all distributions and that the pattem followed in one
distribution may but need not be followed in others.
z
Upon [he death of Ihe child, or a[ Ihe [ime for Ihe
setting apart of shares for the living issue of a child who dies before that time, the trustee
shall transfer any remaining principal of the child's Irus[ or the share for then living issue,
as the case may be, (i) to or in trust for any of my issue, excepting only my child's estate,
creditors or the creditors of my child's cstate, on any terms which my child may specify
in my child's will specificalty reSerring m this power of appointment; and to the extent
my child does not makc an effective appointment, (ii) in trust for his or her then living
issue, per sti�pes; or in default of such issue, (iii) in trust for my then living issue, per
stiryes; oc in default of such issue, (iv) the balance of principal shall be paid to those
persons who would be MY heirs under the intesta[e laws of the state I am a resident of at
the time this documents is executed as if I had died a resident therein at such time,
unmarried and intestate.
Any portion paid in trust for a descendant of mine
under pazagraph (ii) or(iii) above shall be held in accordance with the provisions of the
trust under this Item Cor the descendant.
b_ 9 rinkle Trusts Held Primarilv For Grandchildren
or More Remote Descendants If any principal becomes distributable in trust for a
grandchild or more remote descendant of mine under the preceding provisions of[his
Item or under this paragraph when no child ot mine is a beneficiary, my tmstee shall
invest and manage [hat property as a separa[e trus[primacily for[he grandchild or remo[e
descendant, and make distributions as follows:
�) During the lifetime of the grandchild oc
more remote desccndant the trustec shall pay to or apply directly for Ihe benefit of any
one or more of that person or his or her issue living from time to time such parts or all or
none of the net income and principal as the wstee shall deem appropriate for the health,
education, support, or maintenance in reasonable comfort of any one or more of such
person and his or her issue, subjut to my overriding intent that the discretion given to the
tcustee constitute nn ascertainable standard under IRC Section 2041(b)(1)(A). I
specifically authorize my trustee to distribute principal to a beneficiary to enable him or
her [o purchase or improve a home, pay for the expenses of his or her wedding, to start a
professional practice or to acyuire an interest in a business. My income that is not
distributed shall be accumulated and added to principal. I intend that the particular
3
descendant be given primary consideration as [o his or her[rust I recognize that Ihe
needs of the beneficiaries will vary, perhaps widety from time to time. Accordingty, I
direct that the beneficiaries may but need not be treated equally or proportionately, that
one or more of[hem may but need not be wholty excluded from any or all distributions
and that the pattem followed in one distribution may but need not be followed in others.
2) At the death of the grandchild or more
rcmote descendant of mine, any then remaining principal in his or her wst shall be paid:
(i) to or in W st for any of my issue, excepting only his or her estate, creditors or the
creditors of his or her es[atc, on any terms which he or she may specify in his or her will
specifically referring to this power of appointmcnt; and to the extent he or she does not
make an effective appointment, (ii) in trust for his or her then Iiving issue, per stirpes; or
in default of such issue, (iii) in Ws[ for the [hen living issue, per stirpes, of his or her
neazest ancestor who was issue of mine and who has then living issue; or, in default of
such issue, (iv) the balance of principal shall be paid m those persons who would be MY
heics under the intestate laws of the state I am a resident of at the time this documents is
executed as if I had died a resident therein at such timc, unmarried and intestate.
Any portion paid i� tmst for a descendant of
mine under pazagraph (ii), (iii) or (iv) above shall be held in accordance with the
provisions of the trust under this Item foc the descendant.
g. Ultimate Pa ent If Trusts Are Not Ended Sooner. I direct tha[
despite any other provisions of this Item, immediately prior to the end of the maximum
period allowed for private wsts under the laws of the stnte of whosejurisdiction the
goveming of this trust Ihen Calls, all the principal and ineome shall be paid oulrigh[to any
one or more of the eligible beneficiaries of each respective trust in propoRions whieh my
trustee deems appropriatc.
THIRD: Minor and Disabled Beneficiaries:
p, Any income or principal payable hereunder to a beneficiary who is
a minor, or ro a beneficiary who, in the trustee's opinion, is disabled because of illness,
advanced age or other reason, may be paid to, or applied for the benefit of, such
beneficiary, or paid to a Custodian for such beneficiary, to the extent determined by the
wstee, and the balance shall be held by the Wstee as a separate trust, with the power to
a
invest and �eimesL Said incomc and principal and any income eamed thereon shall, to
[he extent deemed appropriate by the trustee, be paid to such beneficiary or applied for
his or her health, education, support, maintena�ice, comfort or welfare, or paid to a
Custodian for such beneficiary. Any income not so paid or applied shall be accumulated
and added to principal. Any funds to bc applied hcreunder eilher shall be applied directly
by the [rustee or shall be paid to a parent of such beneficiary or to any person or
organization caring for such beneficiary, and the trustee shall have no further
responsibility for any funds so paid.
g, If the admi�istration of a sepa�ate trust is or shall become
impractical, the trust referred to in paragraph A. may be distributed to the benefieiary o�
the person or organization caring for the beneficiary or, in the case of a minor, the same
may be paid to a Custodian for him or her, or converted to cash and deposited in a
savings aceount, savings ceriificate, money mazket fund or similar interest bearing
investment, payable to the minor upon reaching majonty.
C, The balance of principal and income in the sepazate trust shall be
paid to the minor upon reaching majority or in the case of a disabied beneficiary when, in
the opinion of the tnistoe, he or she is free of disability; in the event of Ihe death of the
beneficiary the same shali be paid to the beneficiary's personal represcntative.
FOURTH: Disclaimer In addition to any disclaimer rights confeered by law,
I authorize any beneficiary within nine months of my death to disclaim in whole or in
part any interest,benefit, right, privilege or power granted under this deed of trust. The
disclaimer shall bc in writing duly acknowledged and executed by the beneficiary or his
or her guardian, committee, executor, administrator or other representative, delivered ro
[he trustee hereof and filed in the court having jurisdiction over my es[ate or as otherwise
provided by law. Any in[crest,benefit, righi,privilege or power disclaimed hereunder,
including the principal supporting any disclaimed income interest, shall pass or be
distributed as though the beneficiary had predeceased me, and any right, privilege or
power that is disclaimed shall be trcated as though it had never existed; provided [hat the
disclaimer shall not affect any other interest, benefit, right,privilege or power granted
under this deed of trust, including the right of my spouse to receive income from property
passing to any trust hereunder by reason of ihe disclaime�.
5
FIFTH: Taxcs and Debts:
A If my testamentary estate, exclusive of my residence and
tangible personal property, shall be insufficient to pay my debts, funeral expenses, and
expenses of Ihe administration of my estate, [he Wstee may in [he sole discretion of the
trustee pay any par[ or all of such debts and expenses out of thc principal of this trust but
none of said debts or expenses shall be enforccable against the trustee by reason of this
provision.
g. A11 estate, inheritance and other death taces and any
in[erest and penalties thereon imposed by reason of my death on propeRy forming the
principal of this trus[ at my death (other than property passing hereto under my will) shall
be paid out of the principal of the trust without apportionment or reimbursement. In
addition the [rustec shall have the power bu[ not the du[y to pay from [he principal of
sueh trust, either direetly or to my personal representatives, as much of such taxes, and
interest and penalties thereoq on the balance of my gross estate for tax pucposes
(excluding propeRy in a generation-skipping trust) as [he W stee may determine in order
to facilitate the settlement of my estate. No beneficiary shall be required to refund any
part of such taees, in[erest or penalties. All taxes, interes[ and penalties [ha[ are paid out
of the principal of this trust shall be charged against and paid out of the principal held in
trust unde�paragraph B. of Item SECOND.
SIXTH: Discretionarv Powers: I give my trustee Ihe (ollowing
powers during the administration and until the completion of distribution of this trust, in
addilion [o any powers given trustee by law, which lhe trustee may exercise in the sole
discretion olihe trustee and without couR approval:
q. To retain and imest in all forms of real and personal property,
including stock and eommon trust funds of any cocporate trustee, without restriction ro
investments authorized by law.
B, To join in any mereer, consolidation, reorganization, wting Irust
plan or similar action, and to delegate discretionary powers or ducies with respect [hereto.
C. 7'o sell at public or private sale for cash or credit, to exchange, or
to lease for any period of time, any rexl or personal property, to give options for sales,
6
exchanges or leases and to allocatc prcmiums (rom Ihe sale of op[ions [o income or
principal.
D. To borrow money Crom anyone, including a Fiduciary hereunder,
and to mortgage or pledge any assets as security therefore.
�,. To compromise or se[[le claims without obtaining the consent of
any bene5ciary.
F. W ithout court approval, to disclaim in whole or in part any present
or futurc interest, vested or contingent, to which I or my estate may be entitled, including
but not limited to a possible future right to [ake in default under an uncxercised power of
appointment.
G, To make distribution in kind and to cause any share to be
composed of cash, property or undivided fractional shares in property different in kind
from any other share, giving consideration to such extent as my fiduciaries determine to
[he federal income tax basis of such property.
H. To appty any payment of income or principal to which an
individual beneficiary is entitied hereunder directty for the benefit of the beneficiary or to
pay it to such person as my fiduciaries select ro disburse it for the benefit of the
beneficiary. The receipt of the person so selected shall be a complete dischazge of my
fiduciaries therefore.
], To join with my spouse oc my spouse's estate in filing income or
gift tax retums for any year for which I have not filed such rewms prior to my death and
to consent to any gifts made by my spouse as being made one-half by me for gift tau
p�rposes, even though such action subjee[s my estate to additional liabilities.
�, To repair and maintain any real or personal property and [o chazge
[he expense to income or principal.
K. To apply to income or principal any corporate disMbution which is
described or designated by the corporation as a stock dividend or as a distribution which
may be received either in cash or in shares of the corporation at the option of[he holder.
L. To merge for investment purposes only the several separate trusts
and to allocate to each trust an undivided interest in any or all of the assets held.
M, To arrange for custodian, accounting and/or investment advisory
services without diminution of compensation otherwise propedy payable to my
7
�d�ciaries and to charge the expcnse thereof aither to pri�cipal or to income or partly to
each.
V. To register tnveslmen[s in nominee name or [o hold investmen[s in
bearer form.
p. To combine [he assets of any[rus[hereunder with [hose of any
substantially similar trust for the same beneficiary or beneficiaries under another
instrument, either by transfemng such assets to the trustees or[rustee of such trust for
furthcr administration, aceounting and distribution as part of that trust or by accepting
from the Wstees or trustee of such tmst assets thereof for administration, accounting and
distribution as paR of[his dced of[rus[.
p, I have authorized my executor to make the elections permitted by
the Intemal Revenue Code with respect to the date for valuing the assets of my estate,
with respect to claiming administration and medical expenses as income or estate ta�c
deductions and with respect to any other ineome, estate or gift tax option. Even though
the exercise of such elections afCects the size of the principal of the trusts herwnder, the
trustee shall not be required ro make any compensating adjustments between principal
and income or betwcen beneficiaries or trusts in consequence of such eleciions.
Q. To divide fractionally any trust into two or more sepazate trusts for
tax, accounting or other reasons.
R. Generatio -Skipoine Tax Provisions.
1. Division oCTrus[s. The trustee shall have [he power, in
[he trustee's sole discretioq to divide any trust hercunder which has an inclusion ratio (as
defined in Section 2642(a) of the Code) of neither one nor zero into two sepazate trusts,
one of which has an inclusion ratio of one (the non-exempt trust) and the othec of which
has an inclusion ratio of zero (the exempt trust).
2. Powers of Aoaointment. (f a trust created Cor a child of
mine under the terms of Item SECOND is a non-exempt trust for such child for
generation-skipping tax purposes, and if at the child's death the property in the trust
would be subject to generation-skipping tax, the ehild shall have the right by the child's
will or codicil thereto to appoint a limited amount of pri�cipal of the non-exempt trust to
the creditors of the child's estate, with such limited amount to be equal to the minimum
amount of principal whieh will cause the maximum federal estate tax tentative taac rate
s
unde� Section 2001 of the Code on such principal when it is included as an addition m the
child's es[ate for federal es[a[e [xx purposes, and [he gcneration-skipping tax tentalive [ac
ra[e under Section 2641(a) of the Code on such principal, to be as neady equal as is
practicable.
SEVENTH: Life Insurance: With respect to all life insurance policies payable
to the Irustee:
A. In case of controversy or litigation over the collection of the policy
proceeds, the fiduciaries are authorized to compromise or settle any such mattec The
fiduciaries shall be under no obligation to institute proceedings to enforce paymeut of the
policies unless the fiduciaries shali have been indemnified to the satisfaction of the
fiduciaries against the expense of li[iga[ion.
B. The life insurance companies shall have no responsibility to see [o
the performance of the trusts herein created.
EIGHTH: Administralive Provisions:
p. Protcctive Provision. No interest in ineome or principal shall be
assignable by, or available to anyone having a claim against, a beneficiary before actual
payment to the beneficiary, except that any beneficiary may assign any part or all of the
beneficiary's interest in this trust ro any one or more of the beneficiary's or my issue.
B. Undistributed Income. All ineome derived from assets received as
principal of this trust during my lifetime which has accrued when such assets become
snbject to this trust but which is reeeived by the Irustee thereafter, whether the same is
legally principal or income, shall be applied in aecocdanee with the provisions herein set
forth to� the distribution of income. All income undistributed at a benefieiary's death
shall be Veated as iC it had acerued thereaftec �
C. Survival. If my spouse and I shall die under such circumstances
that it cannot be detennined with reasonable certainty which of us died 6rst, then I shall
be conclusively pres�med to have survived my spouse.
U. Issue. The words "child", "childred' and "issue" as used herein
shall include persons adopted during minority and thcir issue as well as blood
e
descendants, regardless of whe[her [he adoption occurs before or after my dea[h or[he
da[e of this trust.
E. Resources oBeneficiary. Prior to making discretionary payments
or applications of principal or income to or for the benefit of any beneficiary hereunder,
the trustee may, but need not, take into account funds available to the beneficiary &om
other sourees, including but not limited to benefits to whieh the beneficiary may be
entitled under any governmental assistance program.
F. Unclaimed Inicrests. If any beneficiary, after diligent search,
cannot be located within two years of the date his or he� interest vests in possession, such
interest shall lapse and be distnbuted as [hough the beneficiary were deceased on sueh
da[e.
G. Govemine Law and Chanee of Situs. The Trust shall initially be
governed by the laws of the state of which I am a resident at the time I execu[e this
document, and, unless situs hereof is transferred, its siWs shall be suid state. The trustee
may change thc situs of thc trust (and to the extent necessary or appropriate, move the
Imst assets) [o a state or coun[ry o[her than [he one in which [he trust is then
administered, if the tmstee believes it to be in the best interests of the trust or the
bene6ciaries. Thc trustee may elect that tl�e law or sueh other jurisdiction shall govem
the trust to the extent necessary or appropriate under the circumstances.
H. Additions to TmsL The trustee is expressly authorized to
receive additional property from me or any other person and to administer and distribute
it as a part oCthis trust.
I. Trust Revocable. I reserve Ihe right [o amend or revoke this
deed of Wst in whole or in part at any[imc and from time to time by instmment in
writing, other[han a will.
J. Definitions. For the pu�poses of this [rust:
1. Minori[v. A minor shall be anyone under twenty-one
years of age.
2. Gducation. The [erm "educatiod' shall be broadly
construed and shall include, bu[ not be limited to,private preparatory school, college,
wcational school, graduate school and professional school.
io
3. Custodian. Any reference [o a Cus[odiari shall mean a
wstodian under the UniCorm Transfers (or Gifts) to Minors Act of any state.
5. IRC or Code. Any roference [o IRC or the Code shall
menn the Intemal Revenue Code of 1986, as amended.
NINTH: FurtherTrusteeProvisions:
A. SuccessorTrus[ees:
L Should [ cease to act as tmstee but be still Iiving, I appoint
MY SPOUSE, CAROL E. FOX, successor hustee, or if she is u�able, my then living
CHILDREN, currently being FRANZ FOX and ALEXANDRA FOX.
2, At my death ] appoint MY SPOUSE, CAROL E. FOX,
successor trustce. Should MY SPOUSE be unable or unwilling to serve as trus[ee but be
still living, I appoint MY SPOUSE'S CHILD, LAURHN M. KLEIN, as successor trustee.
At my SPOUSE'S death MY THEN LNING CHILDREN, currently FRANZ FOX and
ALEXANURA FOX, shall begin serving as successor co-trustees.
3. Each chiid of mine shall serve as [he sole trustee of any
trust fortned hereunder principally for the child's benefit and any grandchild or more
remote descendent of mine shall bccome the sole trustee ot any trust created hereunder of
which that person is the primary bencficiary upon reaching the age of[hirty (30) years.
B, Unless a successor is named herein who is able to serve, each
individual trusteo shall appoin[ a sucwsso�by a writing filed with counsel for Ihe [rusts
hereunder. Cach suceessor shall appoint a successor by a similar wdting.
C. No trnstee shall be required to file any bond, with or without
surety, inventory, or xccount with any cour[ or any offiwr or agent of any coart, unless
specifically ordered to do so by a court of competent jurisdiction.
D. I� addition to the foregoing, each individual trustee may appoint a
co-trustec to serve with him or her and may remove such co-trustee so appointed. Such
appointment and removal shall be by a writing filed with counsel for the trusts hereunder.
E. Other than the Grantor, no trustee shall paRicipate in any trustee
decision concemin�the discretionary payment or application of income or principal to or
for a beneficiary if such paymeni or application wouid discharge a legal support
obligation of the tmstee.
ll
F. Any [rus[ee may resign at any time wi[hout couR approval by
giving written notice lo counsel for the trusL The individual trustee may from time to
time remove any corpora[e trustee and, if he or she so chooses, appoint a successor
coipora[e trustee to serve in the place of the removed irustee. Such removal and/or
appointment shall be by means of a writing filed with counsel for the trusts hereunder.
'Che corporate tnistee shall, wiLhin nineTy(90) days after such no[ice of removal, deliver
the assets held in such trust m the sucecssor corporate truscee or, if no successor is
appointed, to the individual trustee. Upon delivery of the trust pmperty togelher with a
statement of its activities for any period for which it has not reported, the beneficiaries
shall have sixty (60) days ro file with the removed corporate tmstee any objections to its
actions as trustee. lf no such objections are filed, the removed cocporate trustee shall be
without any furilier Ifability or responsibility to any pas[, present, or future beneficiaries
except for acts of negligence or willful wrongdoing.
G, Notwithstanding any law or rulc of court lo [he contrary, a
eorporate tmstee shall receive compensation for its services hereunder from time to time
in accordance with thc wrrent ra[es then charged by it for trusts oC similar size and
charactec If the corporate trustee renders any extraordinary services, it may rcceive
additional compensation therefore. The individual [rustee may reccive a reasonable
eompensation for his or hor work, such compensation to be in addition to the
compensa[ion received by the corporate Wstee.
H. No suceessor trustee shall be required to examine into the acts of
its predecessor wstee, and each successor trustee shall have responsibility only with
respect to [he property actualty dclivered to i[ by its predecessor.
], No person or corporation dealing with tbe tmstee shall be obliged
to see to the application of money paid or property delivered to the tmstee, to inquire into
the propriety of the [n�stee excrcising of the trustee's powers, or to determine Ihe
existence of any fxct upon which the tmstee's power to perfortn any act hereunder may
be conditioned.
], As used herein, the word "trustee" shall refer to all those Gom time
to time acting as trustees.
g. At least quarterty the trustee shall send the beneficianes who
receive income curtentty or their legal representatives statements showing the
tz
transactions in their Irusts. No accounting shall be required routinely by a court, but my
trustee and any beneficiary shall be enti[led at any time to seek a judicial setClement of a
tmst account in any court of competentjurisdiction selected by my [rustee. Also:
1. Out of Court Settlement The trustee may at any time setUe
any aecoun[ or qucs[ion concernin�the administra[ion of a trus[by ag�eeme�[with all the
then legally eompetent bene6eiaries who are eligible to receive income and, if there are
any, either (i) with all their then legally competent living descendants or (ii) with all the
legally competent persons whom my trustee detcrmines would be entitled to receive a
share of[he principal if all Ihe beneficiaries who are eligible [o receive income had died
immediately prior to the date of Ihe agreement (disregarding powers of appointment).
Howevcr,
a. If the tmstce determines that there is no legally
competent person to make an agreement, then the agreement may be made by the legal
rep[esentative, legally competent spouse or oldest legally competent relative of the
closest degree of each person specifled above; and
b. If an addition is made by will or from another tmst,
my trustee may accept the statement of the fiduciary that the property delive�ed to my
trustee constitutes all the property to which the Wstee is entiUed. The trustee shall have
no duty to inquire into any action of[he fiduciary, and only shall be responsible for the
property which the l�ustce receives.
2. EffecL Any settlemen[ under Ihe above paragraph
The Remainder of This Page Has Been Left Blank
13
shall bind all persons who may ever be interes[ed in [he tnist, and shall effectively release
and discharge my [rustee.
IN WITNESS WHEREOF, I, ARTURO A. FOX, set my Hand and Seal on
.��, Zoo�� ��
ARTURO A. FOX
Signed, sca]ed, and declared by ARTURO A. FOX to be the ARTURO A. FOX
REVOCABLE TRUST, in our presence, who, in ARTURO A. FOX'S presence, at
ARTURO A. FOX'S request and in the presence of each other, sign our names as
wifiesses the day and year last stated above.
Wifiess Name Address
�, j'� , . ��: i "� '.: — . �� .� �/,.T .c;���
L� ��/ i �i 'i� -���,f,.-�
n� �, yr, �; �,�� 7ao E r�7w,e,�/ ,�'.�
i lJ�� ��,� O�f /938z
�4
COMMONWEALTH OF PENNSYLVANIA .
ss z� y- � - ���6
COUIvTY OF �
We, ARTURO A. FOX, (4 y and
y � Lo �L�t_.,/{� �_• the grantor an the wifiess (es) respectively,
whose names are signed to [he attached or foregoing instrument, being first duly swom,
do hereby declare to the undersigned authority that the grantor si�ed and executed the
instrument as the granmr's trust and that the grantor had signed willingly or directed
another to sign for the grantor, and that the grantor executed it as the grantor's free and
voluntary act for the purposes therein expressed; and that each of the subscribing
witnesses, in [he presence and hearing of the grantor, signed the trust as a wi[ness and
that to the best of his on c�r knowledge the grantor was at that time 18 or more years of
age, of sound mind and undcr no constr��due i en�
r �
ARTURO A. FOX
O, � l Y/l ,,. Y�_
i[nes
//f // n ��%.' J����/{f %"i-[t�
V�itn �s �
Subscnbed, swom to or affirmed and acknowledged before me by ARTURO A.
FOX the grantor and subscribed and swom to or affinned before me by,
�—� M �Le.zOeF _and M�4i�1 Cv.. /1'tt��"/nrir. , wi[ness (es),
o�'L c 1- rl , 20�_.
� �� I � �
Notary Pu ic
l5
KLENK LAW
IIIL LAW OPI�ICHS OP
VEl'ER L_ KLf!NR &. A590CI�'ft9
Pcic� I.. Klcnk
1701 Walnul Svect, 61h Plmr Tatyena V. Gleyze�
Philadelphia, PA 19103
o: 215790.1095 Glen I1. Ridenour.Il
t�.215]90.1096
www.klcnklaw.com Amy II. Ucsscr
Adam D. Rcid
April 2,2015
Via Priority Mail
� � A
�
Cumberland County � o � m �
Attention: Register of Wills � v � � �
1 Couxthouse Squaxe,Suite 102 n n � -i �
Carlisle, PA 17013 ' `-'; � � o
_ o 0
�� � S � �
Re: EstateofAr[uroAngelFox, Deceased -� � 3 � �
FileNo: 21-20141135 �' � � � m
S � T
Dear Sir oc Madam: � �
Pleasc be advised that we represent the afocemenHoned P�state. Enclosed hexewith,for
filing, please Hnd the following:
1. Original and copy of[he Pennsylvania lnherita�ce 1�ax Retum foi the estate.
Please focward the original with all attzchments to the Depnr[men[of Revenue.
The copy of the re[urn is for yuur records.
2. Two origina] wpies of the Inventory for the estate.
Also enelosed are copies oF[he ficst page of the retum and Yhe Inventory;please
timestamp both documents and retum them to our office in the envelope enclosed for your use.
Should you have any quesfions or mncerns, please do not hesitate to contac[me.
Thankyou.
Sinc rex ly,� �
i � i �
�i�
Adam D. Reid
L�-mail: adamrcidOO klenklaw.com
ADR/jm
Encls.
Cc Carol E. Fox,Executrix
Wii.i.s, l'xusls. Pnonnn: & I.rricnriorv._.ir's ni.i. wF uol
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