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04-27-15 (3)
pennxytvania 1505618288 ""max EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 21 14 0732 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 07 27 2014 08 17 1925 Decedent's Last Name Suffix Decedent's First Name MI Conner D . Bruce (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Fowler Conner Beverly U THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW I� 1.Original Return Q 2. Supplemental Return Q 3. Remainder Return(date of death prior to 12-13-82) Q 4.Agriculture Exemption(date of Q 5. Future Interest Compromise(date of Q 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) 7.Decedent Died Testate Q 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) Q 10.Litigation Proceeds Received Q 11. Non-Probate Transferee Return Q 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) Q 13.Business Assets Q 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT—THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Elyse E . Rogers 717 612 5801 First Line of Address 635 North 12th Street Second Line of Address I City or Post Office State ZIP Code Lemoyne PA 17043 Correspondent's email address: erogers@ssr-attorneys.COm ., c�1-r 1 rTt REGISTER OFTILC&USE ONF 6). REGISTER OF WILLS USE ONLY CO -17 fh DATE FILEDMMDDYYYY I C"- C> t DATE FILED STAMP N r— rn C_0 _11"i v� s PLEASE USE ORIGINAL FORM ONLY Side 1 1505611 8288 1505618288 J1505618296 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: D Bruce Conner RECAPITULATION 1. Real Estate(Schedule A) 0 . 00 2. Stocks and Bonds(Schedule B) 2. 2 3 4 ,2 7 5 . 6 8 .......... . . ................. . . . . . . 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. 3 4 5 ,5 7 5 • 66 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ..... 6. 0 .00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 17 8 ,17 3 • 7 7 (Schedule G) O Separate Billing Requested ..... 7. 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . .. . . . . . .. . . . .. 8. 758,025 • 11 9. Funeral Expenses and Administrative Costs(Schedule H) ....... ... . ... . . 9. 26 ,572 • 93 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1) ..... . . . . . . . . 10. 21793 • 99 11. Total Deductions(total Lines 9 and 10) . . . . . . ... ............. . .. . . . . 11. 29,366 • 92 12. Net Value of Estate(Line 8 minus Line 11) . . . . ........ ...... ...... ... 12. 7281658 • 19 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. 7281658 - 19 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 0 . 00 15. 0 .00 16. Amount of Line 14 taxable at lineal rate X.045 398,935 - 08 16. 171952 - 08 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 11 - 00 18. Amount of Line 14 taxable at collateral rate X.15 3291723 - 11 18. 49 , 458 - 47 19. TAX DUE . . ...... .... ... . . . .. . .. . . . . . . .. .............. . . . . . . 19. 67 , 410 - 55 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct andp-om-pipte. Declar, ti re aver other thkn the person responsible for filing the return is based on all information of w/ryich p eparer has any knowledge. „� Q e�Q,z /�` f/5 SIGNATURE OF PERSOI RESPONSIBLE FOR FILING RETURN MTE ADDRESS 2,QW.Faversham Way York RoAr 17402-752--& SIGNATUR REP R OTHE HAN PERSON RESPONSIBLE FOR FILING THE RETURN ATE /S l ADDRESS 635 North 12th Str--*--- Lemoyne, PA1 7043 IIII�IIIIII�IIII 11111IIIII IIIII ILII IIIIIIIIII IIIII IIII IN Side 2 1505618296 1505618296 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 21 140732 DECEDENT'S NAME D. Bruce Conner STREET ADDRESS 5296 Cherry Court CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 67,410.55 2. Credits/Payments A.Prior Payments 62,500.00 B.Discount 3,289.47 (See instructions.) Total Credits(A+B) (2) 65,789.47 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1,621.08 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 . . .. .... . . ... . . . . .... . . . . . . . . ..... . . .. I--]b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . .... . . ... ❑ c, retain a reversionary interest. . . . . . . . . .. . . . . .. . . . .... . ... .. ... . . . . . . . . . . .... . . . .. . . ❑ 21 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?. . . . .. ❑ IXI 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 step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent p2 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 D. Bruce Conner 21 140732 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 AT&T 24,908.10 Number of shares per 8/14/14 letter Value per shares per yahoofinance.com 2 Kinder Morgan Energy Partner UT Ltd Partner 34,491.25 Number of shares per 8/14/14 letter Value per share per yahoofinance.com 3 United Parcel Service Inc. Cl B 30,984.90 Number of shares per 8/14/14 letter Value per share per yahoofinance,com 4 Washington Mutual Investors 56,257.76 Number of shares per 8/14/14 letter Value per share per yahoofinance.com 5 New York Life MainStay Funds 20,020.64 Per 8/19/14 letter 6 Blackrock Muniyield PA Insd 17,930.33 Number of shares per 08/13/14 Vale per share per yahoofinance.com 7 Franklin Fed T/F Income Fund 27,626.92 Per 8/14/14 letter 8 Thornburg Ltd Term Muni Fund A 22,055.78 Number of shares per 8/14/14 letter Per share value per yahoofinance.com TOTAL (Also enter on Line 2, Recapitulation) 234,275.68 If more space is needed, insert additional sheets of the same size REV-1508 EX+ (08-12) penlnsylvalnia SCHEDULE E DEPARTMENT.OF REVENUE CASH, BANK DEPOSITS,& MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: D. Bruce Conner 21 140732 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 DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 PNC Bank Checking Account 51-4016-9732 6,048.07 Per 9/3/14 letter Balance at date of death was$11,048.07; however, check number 2014 dated June 24, 2014 in the amount of$5,000 was made payable to Decedent's step-daughter, Linda Black as a 2014 gift, but was not cashed until after Decedent's date of death. We are therefore showing the value of this account on Schedule E at $6,048.07 and we are showing the gift of$5,000 to Linda Black on Schedule G with a $3,000 exclusion. 2 Accrued interest on above account as of Decedent's date of death 0.05 3 Susquehanna Valley Federal Credit Union Savings Account 1970-00 298,395.50 Per 8/11/14 letter Interest on above item accrued as of decedent's death 2.21 4 Cetera Money Market Account 5WL446916 13,076.93 Per 8/14/14 letter 5 Susquehanna Valley Federal Credit Union CD 1970 27,199.45 Per 8/11/14 letter Interest on above item accrued as of decedent's death 43.87 6 Holy Spirit Hospital Refund 16.15 7 Accrued Income from Beverly U. Fowler Conner Marital Trust 793.43 Per 9/3/14 e-mail TOTAL (Also enter on Line 5, Recapitulation) 345,575.66 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) M-1 Iopennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER D. Bruce Conner 21 140732 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. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER INCLUDE THE NAME OF THETRANSFEREE,THEIR RELATIONSHIPTO DECEDENT VALUE OF ASSET INTEREST IF APPLICABLE VALUE AND THE DATE OF TRANSFER.ATTACH COPY OF THE DEED FOR REAL ESATE. 1 New York Life IRA 643-79818989 25,480.91 100 25,480.91 Per 10/3/14 letter Beneficiary: Decedent's niece, Deborah Olewiler 2 Merril Lynch IRA Account 8L7-15C69 140,692.86 100 140,692.86 Beneficiaries: Decedent's step-son, Steven E. Olsen, and step-daughter, Linda J. Black Per valuation 3 $5,000 cash gift to Decedent's step-daughter, 5,000.00 100 3,000.00 2,000.00 Linda Black 12/11/13 4 $5,000 cash gift to Decedent's step-son, Steve 5,000.00 100 3,000.00 2,000.00 Olsen 12/11/13 5 $5,000 cash gift to Decedent's niece, Deborah 5,000.00 100 3,000.00 2,000.00 Olewiler 12/21/13 6 $5,000 cash gift to Decedent's nephew, Roger 5,000.00 100 3,000.00 2,000.00 Conner 12/21/13 7 $5,000 cash gift to Decedent's step-son, Steve 5,000.00 100 3,000.00 2,000.00 Olsen 06/24/14 8 $5,000 cash gift to Decedent's step-daughter, 5,000.00 100 3,000.00 2,000.00 Linda Black 06/24/14 TOTAL (Also enter on Line 7, Recapitulation) 178,173.77 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (08-13) : . pennsytvania SCHEDULE H - DEPARTMENT OF REVENUE FUNERAL EXPENSES AND TAX RESIDENTNCE DECEDENTTURN ADMINSTRATIVE COSTS ESTATE OF FILE NUMBER D. Bruce Conner 21 140732 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 1 Parthermore Funeral Home 1,054.00 2 Bethany Village, catering for memorial service 380.76 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 15,000.00 Name(s) of Personal Representative(s) See schedule attached Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: 9,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 568.50 5. Accountant Fees: 6. Tax Return Preparer Fees: See schedule attached 569.67 TOTAL (Also enter on Line 9, Recapitulation) 26,572.93 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: D. Bruce Conner 21 140732 Schedule H, Part B - Administrative Costs Personal Representative Commissions Item q Number Description Amount 1 Name of Personal Representative: Rick Olewiler 0.00 Street Address: 2058 Faversham Way City: York State: PA Zip: 17402 Year(s) Commission Paid: 2015 2 Name of Personal Representative: Rick Olewiler 15,000.00 Street Address: 2058 Faversham Way City: York State: PA Zip: 17402 Year(s) Commission Paid: 2016 TOTAL. (Carry forward to main schedule) . . . . . . 15,000.00 Page 3 Estate of: D. Bruce Conner 21 140732 Schedule H, Part B - Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 PNC Bank, check printing fee 18.45 8 June, July&August 2014 statement fee 3.00 9 PNC Bank, certified check fee 10.00 10 Saidis, Sullivan & Rogers, out of pocket expenses 88.30 Cumberland Law Journal Photocopies and Postage 11 The Sentinel, legal advertising 179.92 12 Masland & Barrick 120.00 13 Saidis, Sullivan & Rogers, out of pocket expenses (reserve) 150.00 TOTAL. (Carry forward to main schedule) . . . . . . 569.67 REV-1512 EX+ (12-12) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER D. Bruce Conner 21 140732 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Check number 2015 made payable to a private duty nurse written prior 616.00 to, but clearing after Decedent's date of death 2 Emmalynn Conner, payment per divorce settlement 1,600.00 3 West Shore EMS 135.10 4 The Medicine Shoppe 216.26 5 Citizens Bank, Master Card 226.63 TOTAL (Also enter on Line 10, Recapitulation) 2,793.99 If more space is needed, insert additional sheets of the same size REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J 6EPARTHENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: D. Bruce Conner 21 140732 NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 2 Emmalynn C. Conner Ex-wife 50,000.00 425 Deerfield Road Camp Hill, PA 17011 3 Roger W. Conner Nephew 127,121.10 4440 Willard Avenue, Apt. 1028 Chevy Chase, MD 20815 4 Deborah Olewiler Niece 152,602.01 2058 Faversham Way York, PA 17402 5 Steven E. Olsen Step-son 199,467.54 12508 Flint Tavern Terrace Clarksburg, MD 20871 6 Linda J. Black Step-daughter 199,467.54 807 Longbow Road Mt. Airy , MD 21771 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: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed, use additional sheets of paper of the same size. C O O O tti O OO E O O O Ln LO LO W E9 E9 EA O O T r� O O r r 0) y O O N N (0 o MO C Q. O O r 0 0 0 0) N N lt) t- (6 C C14 04 64 69 EPr 6A 61). i M O M M r d d V O I* O O a+ t4 � O I* -e N to -0 � 3 Cl) O M M r- 'R o O O m O V' d' LO to Ln 00 J '✓3 I� � ti N CA c}' Q) Y v 69 E9 6A 6R (�? E9 E9 co O M M r d 'IT �t O ll� 't -- Ln O 0) > O VO' O It V N toc r- 2Q. M O M M r- 'It U.) O O It tiC10 N cb U) r T 69 69 61). 69. E9 69 64 r O T T N O t CA O a! O r O Cl? ` O O O O r N o 0 O U O O R CO O cc N N N N N LNn r LO N T T 69 E9 619. 6R? 69 EA 6A 00 0 M O N N O N (O O M O O CA ' O d: 0) Q N Ln co LO I- M O It O Ni N N N W LO O d N M O Ln `-' L() 69- 61). 69 61) 6A ER 69 EA 64 X CO (0 r T Cl) O) N CA to O r` n co m O O r r O O 6) T O OIt 't O r F Ln Lo M Ln N Cl) w 00 CD O m a) r I- r- r N r- O co Ln r O 00 co N CY.1 V N Ln O Ln I� M t0 I LL) N ti t0 y C -t Ln OO 00 (D N a) 00 r- N CO Ln N M S LO N N n t0 O w L EA fA 69 ER EA Ef-T 61 (A 69 69 69 6- 6A 7 d H d x a) L O 7 ~ @ X c N v 'D (nV) F C n Ot� t M d II 2 X () O N a"3 V 1 = O 'C � " N X V (n cr) O cc N I- co X Ct� 0 0 0) O T N y r V C) C 7 w N ~ cu az 3 O d 0 "a 0 CJ N •0) m L t6 'O 7 r U N 0) (6 C t t6 0) 0) m (U .OC � Q m a) MWOOOO ani � 2 _ � ym r- C0 d N N 0) N N N O d N �' O C O O c s 0) w A O U) 0 0 7 7 0 Q +' 7 7 +� H >. 41 N ,� c o p a+ 0) C d d d N N N N N 7 w w - W E r_ tC d cn Co N d O .O _ to a+ C w H L L L L L = a+ 'a L L +r t6(D EL O N N W o a w Q I cn cn (n (n (n (o H o (n fn (n I Z fn W I m (n 0Y 10 0 0 Q Holdings by Investor -- D Bruce Conner Stacey Barrick CFP Combined Account Portfolio 5296 Cherry Tree Court Masland&Barrick,Inc. Date: 07/28/2014 TD t Mechanicsburg,PA 17055 3600 Trindle Road Created:08/01/2014 8z Camp Hill,PA 17011 AR- ]C 717-761-6606 -A6VI50RY,INC IMDirENDwr DNANcini:ADNhs ki; D Bruce Conner Acct Name:D BRUCE CONNER 5296 CHERRYTREE COURT MECHANICSBURG PA 17055-8711 Acct No:5WL446916 Acct Type:Individual hvcr- Asset Name TrcKer. Asset Type Mgt Name '_ Quantity Price�$) Value{$j' �r -- _. AT&T INC COM T US STOCKS 700.00 35.65 24,955'00 COM BLACKROCK MUNIYIELD PA INSD MPA BONDS 1,275.00 14.05 17,913.75 I O� BROKERAGE MONEY MARKET CASH BROKERAGE 13,076.93 1.00 13,076.93 ' MONEY MARKET FRANKLIN FED T/F INCOME FD FKTIX BONDS FRANKLINITEM 2,238.81 12.34 27,626.87 . PLETON FUNDS KINDER MORGAN ENERGY KMP US STOCKS 410.00 84.15 34,501.50 6-f PARTNER UT LTD PARTNER THORN URG LTD TERM MUNI LTMFX BONDS THORNBURG 1,514.30 14.56 22,048.22FUND A UNITED PARCEL SERVICE INC CL B UPS US STOCKS. 300.00 . 102.66 30,798.00 WASHINGTON MUTUAL INVESTORS AWSHX US STOCKS AMERICAN 1,347.33 41.72 56,210.77t— FUNDS l� Account Total: $227,131.04 Investor Total: $227,131.04 Incomplete if presented without accompanying disclosure pages Page 1 of 2 T Historical Prices I AT&T Inc. Stock- Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile I More Search Finance Seefoh[fib Mag Finance Home My Portfolio Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enter S mbol Lock U y %led,Se r c p p 3,214,12:19PM EDT-U.,,.Markets close in 3 hrs 41 mins Reportan Issue Dow )7% T�O5 / ............ ...... PredictE�;TRADE : TFideEtty�Cash opary aN accaunrr � Management ED Amerttrade O' Account ......................................................... M- --—-- AT&T.Inc.�c.(T) -NYSE *Follow 34.95 0.11(0.30%) 12:19PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for. GO Set Date Range G Daily Start Date: Jul v 25 2014 Eg.Jan 1,2010 Weekly End Date: Jul v 28 2014 Ct Monthly Q Dividends Only Get Prices NO pCivate First I Previous I Next I Last ,=shareholders Prices 7r means: NO one Date Open High /j✓ Low Close Volume Adj Close- takes e Share Jul 28,2014 35.55 35.77 ' ` 35.50 35.65 20,593,000 35.65 of.your share. Jul 25,2014 35.37 35.70 35.36 35.54 18,663,300 35.54 ,.Ths"1't,5 Close price)djusVd for dividends and splits. - s -�van t�t►ar ink First I Previous I Next I Last PI Download to Spreadsheet Currency in USD. ,•1 )p)� q} Ad Topics That Might Interest You... —mm ............................._._............................_.................................................................................................................................................... .._.................` 1.Best Bank CD Rates 5.Highest CD Rates Today ..........._..._........................................................ .......................................................................... 2.Best Cars of 2014 6.High-Yield Dividend ETFS ....................................................................... ...................... ....... .. .. .. 3.High-Yield Stock Picks 7.Penny Stocks to Own Now i i 4.Mutual Funds to Buy 8.Mutual Funds to Invest in Feedback ads Ph,va.^.y-Aboul Our Ads-Terms-Send Feedbar*-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE h1KT.See also delay times for other exchanges.11 information provided"as is•'for informational purposes only,not intended for trading purposes or advice.Neither Yahoo'nor any of independent providers is liable for any Wormational errors,incompleteness,or delays,or for any actions taker in reliance on information contained herein By accessing the Yahoo;site,you agree not to redistribute the information found therein. http://finance.yahoo.com/q/hp?s=T&a=06&b=25&c=2014&d=06&e=28&f=2014&g=d 9/3/2014 KMP Historical Prices I Kinder Morgan Energy Partners, Stock- Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Screen Fiickr Mobile I More Search Finance Seet§hVlnb Mari Finance Home My Portfolio Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors ... Enter Symbol ! Look Up Wed,Sep 2014,12 47PM EDT-U.S.Markets close in 3 hrs 13 mins Reportan Issue Dow 0. ........... Ameritrade RCMP IS DOWN NO t TIT FEES Now:', �.,r�►i8litiS".""'" ` Kinder Morgan Energy Partners,L.P.(KMP) -NYSE *Follow 95.51 0.12(0.13%) 12:47PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for. GO ......................................._.. .......... ....... .. ...... .. _................._.-............. ... .................................... ...............,.... ........ ........... ..................... Set Date Range G Daily Start Date: Jul V 25 2014 Eg.Jan 1,2010 Weekly End Date: JUI V 28 2014 O Monthly 0 Dividends Only Get Prices �J First i Previous i Next I Last Prices �I air i Date Open High Low Close Volume Adj Close Jul 28,2014 84.36 84.43 / 84.00 84.15 1,115,700 8276 Jul 25,2014 84.36 84.46 83.61 84.36 916,500 82.97 Close price ad]ste r dividends and splits. First i Previous Next Last r6^Download to Spreadsheet 3 . Currency in USD. Ad Topics That Might Interest You... 4 1.Long Term Equity Funds 5.Best Stocks To Invest ......................................................,.....__......... _....._................................._..._............ ._........1 2.Online Forex Trading 6.Best Index Funds 3.Mutual Funds to Buy 7.Low Interest Credit Cards 4.Top Stocks to Invest in 8.Tax Saving Investments Feedback ads Pnvecy-About Our Ads-Terms-Send Feedback-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE fd;KT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo'nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahoo!site,you agree not to redistribute the information found therein. http://finance.yahoo.com/q/hp?s=KMP&a=06&b=25&c=2014&d=06&e=28&f=2014&g=d 9/3/2014 UPS Historical Prices I United Parcel Service, Inc. Com Stock- Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile I More Search Finance SeS*VWb E ata Finance Home My Portfolio Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enter Symbol !ook Up 'Ned,Sep 3,2014.12:54P1,4 EDT U.S.Markets close in 3 hrs 6 mins Reportan Issue Dow 0.-; .... P;eJI 1 - (..-........,.SDAY TRENb�-- UPS UPS J'-- -K-TRADE E Ameritrade O ; • r Go OPEN AN ACCOUNT ® .£ r. E i ......_.. .---.............._.. United Parcel Service,Inc.(UPS) -NYSE *Follow 98.10 0.15(0.15%) 12:53PM EDT-NYSE Real Time Price Historical Prices Get Historical Prices for. GO Set Date Range 3 'The ;T e thing about p Daily Vanguard being Start Date: JUI V 25 2014 Eg.Jan 1,2010 a Weekly ClientrOWned Is, End Date: JUI VF 2014 Monthly tlk3T£is rl0 US Q Dividends Only 8I7d ti12fTt Get PricesI Murthy,I First I Previous I Next I Last Prices Date Open High ,d►` Low Close Volume Adj Close Jul 28,2014 103.41 103.44 + 102.00 102.66 2,521,000 101.95 } n Jul 25,2014 103.76 104.25 103.44 103.57 1,192,100 102.85 .. �'4 a 'Close price a just for dividends and splits. � r First I Previous I Next I Last L Download to Spreadsheet Currency in USD. 12 I Ad Topics That Might Interest You... — t......._........................................._..............._......_............................._........................................_.............._.........._................................... ........._..._? t 1.Mutual Funds to Buy S.Penny Stocks to Own j.......................................................................... ..............................................I—-................ ...... 2.Best Cars Of 2014 6.High-Dividend ETFs ............................... ......_....................................... s 3.The Best Penny Stocks 7.#1 Stock to Buy Now 4.Hot Penny Stocks 8.UPS stock history i Feedback ads Privacy-About our Ads-Terns-Send Feedback,-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE NA.KT.See also delay times for other exchanges.All information provided"as Is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the information found therein. http:Hfinance.yahoo.com/q/lap?s=UPS&a=06&U=25&c=2014&d=06&e=28&f=2014&g=d 9/3/2014 AWSHX Historical Prices I Washington Mutual Invs Fd Cl A Stock - Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile I More Search Finance SeefoVilleb f4ag Finance Home My Portfolio Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors _Enter Symbol Look UP Wed,Sep 3,2014,12.59PM EDT-U.S.Markets close in 3 hrs 1 mins Reportan Issue Dow D ._I gQI`IIv.Vv ACCWNr�� � deJll�t 3 _ i Amentrade3€�0' Tltwc ' , r orsysd�. American Funds Washington Mutual A(AWSHX) *Follow 42.30 0.10(0.24%) Sep2 Historical Prices Get Historical Prices for. GO _.._._..........................____......_...._..............................................................................................................................................................._..................................__..........._.........................................................._........_......................... ......_........_........._...._.................._....___.._..........__.... Set Date Range G Daily Start Date: JU -_ 25 2014 Eg.Jan 1,2010 0 Weekly n'F End Date: JUI v 28 2014 O Monthlyjf Q Dividends Only Get Prices First I Previous I Next I Last Prices —I to, Date Open High Low Close Volume Adj Close n A 66nditio Jul 28,2014 41.72 41.72 41.72 41.72 0 41.72 ...::in.V1rh€CPl Jul 25,2014 41.79 41.79 41.79 41.79 0 41.79 4r1€;:BSSUIY a5 `Close price a�u�ed for dividends and splits. :h Ifl fees Vtfl�� - �,� ` Firs:I Previousi Nexti Las' mai a'Ui-id P `.Perform)3etter: Download to Spreadsheet Li 1S jn 71 Currency in USD. P "" •,Lfan r: Su f Ad Topics That Might Interest You... 1.Highest Dividend Stocks 5.10 Best Mutual Funds 2.High CD Rates 6.Penny Stocks to Own ..........................................._.....-............... 3.Hot Penny Stocks 7.Best Cars Of 2014I ............................................................ 4.Penny Stocks to Watch 8.#1 Stock to Buy Now Feedback - ads Pnvacy-About cur Ads-Terms-Send Feedback-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahoo!site,you agree not to redistribute the information found therein. http://finance.yahoo.com/q/hp?s=AWSHX&a=06&b=25&c=2014&d=06&e=28&f=2014&... 9/3/2014 MAINSTAY INVESTMENTSID MalnStay Shareholder Services P.O.Box 8401 Boston,MA 02266-8401 800-MAINSTAY(800-624-6782) mainstayinvestments.com August 19, 2014 SAIDIS SULLIVAN & ROGERS ATTN: ELYSE E ROGERS 635 NORTH 12TH ST STE 400 LEMOYNE PA 17043 REFERENCE: 07374545 MAINSTAY FUNDS 1559-XXXX1278 D BRUCE CONNER Dear Ms . Rogers : I am contacting you concerning the request for information about the above referenced MainStay account registered to D. Bruce Conner. The following information applies to this account as of July 27, 2014 : Account Number I Share Balance Net Asset Value l Total Value 11559-xxxx1278 1 437. 514 1 $ 45 . 76 To redeem or transfer the assets held in this account, please submit the following items to us : • A certified copy of the Letters Testamentary that names the appointed Executor or Personal Representative of the Estate of D. Bruce Conner. We could not accept the document you submitted because it was not properly certified. A photocopy is acceptable; however, it must be certified by the Court or clerk of the Court within sixty (60) days of presentment to our office. Certification must be executed in ink by the issuing authority and the copy must bear an original certification stamp or seal . A Notary Stamp is not an acceptable form of certification. • A completed MainStay Transfer/Registration Change Form. In Section 3 , please specify if the assets should be redeemed or transferred to a new MainStay account . Section 5 of the form must be completed and signed to certify the social security number that will be applied to the redemption or the new MainStay account . Please indicate the cost basis selection in Section 7 . Section 10 of the form must be signed by the Executor named in the Letters Testamentary. The MainStay Funds@ are managed by New York Life Investment Management LLC and distributed through NYLIFE Distributors LLC,169 Lackawanna Avenue,Parsippany,NJ 07054,a wholly owned subsidiary of New York Life Insurance Company. MPA Historical Prices Blackrock MuniYield Pennsylvani Stock- Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile I More Search Finance Seeiotitiab (4aa Finance Home My Portfolio Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enter Symbol Look Up Wed,Sep 3 2014,12 32PI:A EDT-U.S.Markets close in 3 h.s 23 mins Reportan Issue Dow 0 ETRADE Ameritrade �. opruvANACCOUNT i Trade} ..... j 69, 140411 Blackrock MuniYield Pennsylvani(MPA) -NYQ *Follow 14.08 0.05(0.35%) 12:28PM EDT-NYSE Real Time Price Historical Prices - Get Historical Prices for. GO Set Date Range QQ Daily x Start Data: JuI v 25 2014 7 Eg.Jan 1,2010 0 Weekly SCann&Sudarshan fktsrifiy End Data:FJul v 28 2014 O Monthly a a�d(rvd t t zsx- Q Dividends OnlyP I:pp z_ I `ti '.„ .. Get Prices t First I Previous I Next I Last Prices C 'F r (d 4 • Date Open High Low Close Volume Adj Close' Jul 28,2014 14.10 14.10 14.01 14.05 17,500 13.98 ?s Jul 25,2014 14.03 14.11 14.03 14.05 16,900 13.98 Close price adju ed for dividends and splits. First I Previous Next I Las f ^:Download to Spreadsheet & Currency in USD. 1. Vanguard" Ad Topics That Might Interest You... .............. 1.Penny Stocks to Own 5.High-Yield DividendETFs j ...................I.............--__._............ . ....................................................................... F 2.Best Cars Of 2014 6.10 Best Income Funds .......... ................................................................. ......... j 3.#1 Stock to Buy Now 7.Top Stocks to Invest in _..................._....._.................................,.. .................. 4. 4.Highest CD Rates Today 8.Mutual Funds to Buy Feedback ads Privacy-Abeut our r ds-Terms-Send Feadbark-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,ar?d NYSE k•1KT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahoo!site,you agree net tc redid ibute the information,found the, littp://finance.yahoo.com/q/lip?s=MPA&a=06&b=25&c=2014&d=06&e=28&f=2014&g=d 9/3/2014 FKTIX Historical Prices I Franklin Federal Tax-Free Incom Stock- Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile I More Search Finance SeafpViieb Mail Finance Home My Portfolio Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enter Symbol Look Up Wed,Sep 3,2014,12.45Ph4 EDT-U.S.Markets close in 3 hrs 15 mins Reportan Issue DOW O. Ol'LT:AN ACtW � .....__.- _.._...... .� `- m ED Atneritrade Fldt�lit)t 1 1h : Franklin Federal Tax-Free Income A(FKTIX) Follow 12.42 0.05(0.40%) Sep2 Historical Prices Get Historical Prices for., GO Set Date Range Q Daily Start Date: Jul v 25 2014 Eg.Jan 1,2010 Weekly End Date: Jul v 28 2014 0 Monthly Q Dividends Only Get Prices " First I Previous I Next I Last 'N Prices Date Open High Low Close Volume Adj Close' e7 I Jul 28,2014 12.34 12.34 12.34 12.34 01234 `0 Jul 25,2014 12.34 12.34 12.34 12.34 0 12.34 Close price adjusted for dividends and splits. I First I Previous I Next I Las! ddLis r'•'Download to Spreadsheet - i Currency in USD. I: kv L'sr•, .:<±t:-<.:vuf:�:;is ea,;..ic:=a� I i I i I "N y Vanguard' i Ad Topics That Might Interest You. __._._ _ 1.Best Cars Of 2014 5.High-Yield Dividend ETFs _........._................_..._................... .....................................__..................................... ............, 2.Penny Stocks to Own 6.10 Best Income Funds 3.#1 Stock to Buy Now 7.Top Stocks to Invest in 4.Highest CD Rates Today B.Mutual Funds to Buy I Feedback ads Privacy-About Our Ads-Terrns-Send Feedbnnk-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges—All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any of independent providers is IOUs for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahoo':site.you agree not to redistribute the information found therein. http://finance.37ahoo.com/q/hp?s=FKTIX&a=06&b=25&c=2014&d=06&e=28&f=2014&g=d 9/3/2014 LTMFX Historical Prices I Thornburg Limited Term Municipa Stock- Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile I More Search Finance Sem§buti:b via Finance Home My Portfolio Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enter S mbol Laak U y p :Ned,Sep 3,2014,12:5 i PM EDT-U.S.Markets close in 3 hrs 9 mins Reportan Issue Dow 0.= FU1dDPi£ 5 t �I Ameritradercnwntaccouur . `_chic 810NE1 PEE SE1.02E=._C � m.2. Thornburg Limited-Term Muni A(LTMFX) Follow 14.61 0.00(0.00%) Sep2 Historical Prices Get Historical Prices for: GO Set Date Range The savings @)Daily F g0I78 K InEO Start Date:[571 - 25 2014 Eg.Jan 1,2010 O y - Week! rrty(00^I'@t fOr.Y End Date: Jul v 28 2014 Q Monthly fell Q Dividends Only �attt s Esposito,x Get PnCes lr c First I Previous I Next I Las Prices F r 1`( Date Open High Low Close Volume AdjClose* Jul 28,2014 14.56 14.56 14.56 14.56 0 1454 Jul 25,2014 14.57 14.57 ` 14.57 14.57 0 14.55 d' `Close price art} ted for dividends and splits. First I Previous I Next I Last A.Downloadto Spreadsheet Currency in USD. R �£ Sf 1 r L `Act9ssEk Ad Topics That Might Interest You... ................._._..........., 1.Online Forex Trading 5.Mutual Funds to Buy 12.#1 Stock to Buy Now 6.Hot Penny Stocks [ ....................... I 3.Long Term Equity Funds 7.Highest CD Rates Today __.........................__..:_............................. ......................................................._............_... 4.Best Cars Of 2014 8.High-Yield Dividend ETFs Feedback ads Privacy-About Our Ads-Terns-Send Feedback-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo'nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahoo!site,you agree not to redistribute the information found therein. bttp:Hfinance.yahoo.com/q/hp?s=LTMFX&a=06&b=25&c=2014&d=06&e=28&f=2014&g... 9/3/2014 zu 14 j: I FIM FNC bank No. 1014 P I A" PN C September 3, 2014 Elyse E Rogers Esq. Saidis Sullivan&Rozers 635 N 121h St Ste 400 Lemoyne,*PA 17043 RE: D Bruce Conner - SSN: DOD: 07-27-2014 Dear Sir/Madam: In response to your request for Date of Death (DOD)balances for the customer noted above, our records show the following: Checking Account Account# 5140169732 Established: 04-05-198& D BRUCE COINER DOD balance: $ 11,048-07 + 0.05 accrued interest Interest paid 01-01-2014 thru 07-27-2014 S 0.45 YTD Please note that this office provides date of death balances for deposit accounts aR-As, CDs,Checking aid Savings). We do not process any financial transactions or, provide statements. If you need assir.ance iAritth any of these items,please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank blanch office. Sincerely, National Financial Services Center PNC Bank,N.A. Member FDIC This message is intended for the use of the individual or entity to which it is addressed and;may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemin.ation, distribution or copying of this communications is strictly prohibited. If you have received this communication in error,please notify me immediately by reply or by telephone 809-762-1775 at an d immediately destroy this faxed document. Page 1 of 1 3850 Hartzdale-Dr. Camp Hill,PA 17011-7809 USQUEHANNA 339 East Park Dr.Harrisburg,PA 17111-2730 Local: 717-737-4152 ALLEY _ Toll Free: 800-948-1454 FEDERAL CREDIT UNION = Fax: 717-737-0589 August 11, 2014 Law Offices of Saidis,Sullivan & Rogers Elyse E. Rogers 635 N 12th Street, Suite 400 Lemoyne, PA 17043 Re: Estate of D. Bruce Conner Dear Ms. Rogers: The following is the information that you requested regarding the accounts held at Susquehanna Valley FCU by Mr. D. Bruce Conner. At the time of his death, Mr.Conner had a savings account and a share certificate. The accounts were in his name only. Below are the account balances and accrued interest as of his date of death. 1970-00(savings) had a date of death balance of$298,395.50. 1970-certificate had a date of death balance of$27,199.45. Interest on the savings account from 1/1/2014 to 7/27/2014 was$12.94. Interest on the certificate from 1/1/2014 to 7/27/2014 was$336.05 Mr. Conner did not have a safe deposit box at Susquehanna Valley FCU. Please let me know if you need any additional information. Kind regards, Kathy o McCabe Member Services Supervisor www . S V F C U . o r g Holdings by Investor bY —fy»-ziu- D Bruce Conner Stacey Barrick CFP Combined Account Portfolio �. t , ',ve,t 5296 Cherry Tree Court Masland&Barrick,Inc. Date: 07/28/2014 Mechanicsburg,PA 17055 3600Trindle Road Created:08/01/2014 Camp Hill,PA 17011 717-761-6606 :�tawer�; rte- mss•-. .`.:irroEe`envtxr.�:axc]nf:�+:nvisoxsµa; D Bruce Conner Acct Name:D BRUCE CONNER 5296 CHERRY TREE COURT MECHANICSBURG PA 17055-8711 Acct No:5WL446916 Acct Type:Individual sset NameF:.r t< ;> •Ticker+„;Asseflypes',r ,Ni t;Name� YQuantr k Puce`� *� :17 [�[ ( Lae. s,. , F 4•�,. 'N,.3 9,..• '9%' tyi e..M1Y-'. �� 4. s lt: 3tUe('_A)f f "E S.. :.�-xi.»Zs=.i�.�SChaG.r.E�c�-rim:.?-;J.J_<:.� 3s.� �'ac::i.` Fa:•'SZ�"�L:w�h�^,�c;:L. .w�`, ..E'?"rd3.'.'r�4-d;.;Ys'�".+•^"".- ms`s,.. �r., ,,:2. • . . . : .. _ F.m....x1sa.aS".`_�::' �z�s�•z!,,^f.'A;as..:_ '�r`.'+�•.—s , AT&T 1NC COM , T- U$STOCKS - DO .:., .^ . �: r00 00.__ r> . 35 65 24,955 BLACKROCK MUNIYIELD PA INSO MPA BONDS _ 1,275.00. 14.05 17 913.75 BROKERAGE MONEY MARKET . :`; CASH BROKERAGE...' .:°: ..13,076.93 13076.9 MONEY MARKET FRANKLIN FED TIF INCOME FD FKTIX BONDS FRANOKLIN/TEM 2,238.81 12.34 27,626.87 t a FUNDS t KINDER MORGAN ENERGY:".""`:;- 'KNIP::.,;';;. .US STOCKS` ` 410.00;:` 84.15 34 60150 f PARTNER UT LTD PARTNER::: THORNBURG LTD TERM MUNI LTMFX BONDS THORNBURG 1,514.30 14.56 22,048.22 FUND A UNITED.PARCEL.SERVICEINC CL B. .UPS. US,STOCKS::: '_ :` .•,;;•::_ :;; =:'.;> 300.00 ::. •:_102.66`; 30798.00 WASHINGTON MUTUAL INVESTORS AWSHX US STOCKS AMERICAN 1,347.33 41.72 56,210.77 ��o FUNDS .J Account Total: $227,131.04 Investor Total: $227,131.04 Incomplete if presented without accompanying disclosure pages Page 1 of 2 L1L:�t:.J L1LIlJIJL1LJLJLI:.J t11_I.l.JL:.1[JLL.i`�1J.`_�i`u_.:.:ix' —, ' M`�:+.G;�S.<��1_�'» -.�'�r :�. _^iu�d?T�1::-_:',Xb•»"'`i;.S;:.S :At_y"�'.tt"'_1 _I - L Lh .n L �® 5-123. - BNY Melton,N A. L ' 1 i0. BNY MELLON Cheek No.: 1625545; 545 Fay Sevenundred ninety three and 431100 Dollars 'fi O'tpArrroun To fhe Order.Of TA $793.43 . 09104/14 e ESTE OF IJISRGICE CO.NNER s y C/O RICK O.LEWiLEREX s 2058 FAVERSHAM::WAY roi- YORK,PA 17402 u- 'Authorized signature Not Valid After Six PAonths -9 ix �.cL:t�tR�R�"-L II®001162554SWI d:OLL00L2341: 29 992 ElP J EM Detach and Retain this Statement For Your Records BNY Mellon,N.A. ® Check No.: 11625545 BNY MELLON -- - --- --- - ::::;:>::<:>::::>:->date:>::::::':>-::>=>: :<:>_: C 09/04!14 $793.43 aAccount Number and Name Batch Transaction No. Portfolio Amount Transaction Explanation Account Administrator 10177728BN0 CK 488 1 INCOME $793.43 L91 CONNER BEVERLY F FBO BRUCE GST-E)(-TR 232 ANGELA THOMPSON 0-3 INCOME UNDISTRIBUTED AT DEATH LjAN- 040 CAPE HORN ROAD (093) t_M 2991 CAPE HORN ROAD Ell RED LION, PA, 17356 Cashbox 04 Business Date SEP 9, 2014 Calendar Date SEP 9, 2014 Deposit 10:25 Transaction Number 00020 Account Type Checking/Savings Account Number XXXXXX9343 Transaction Amount $ 793.43 Check Amount $ 793.43 2 This deposit or paynent is accepted subject to M M verification and to the rules and regulations of this bank. Deposits nay not be available for _ innediate uithdraual. Receipt should be held -_ until verified uith your statenent. L �u�l�1� L�tSLi�^��LiLu�Li�L��L���u��LG15u1a-15LhL��-�il������SL�L�uu�� I�GLi��LL L�1�i1 MAINSTAY INVESTMENTS® Mainstay Shareholder Services P.O.Box 8401 Boston,MA 02266-8401 800-MAINSTAY(800-624-6782) mainstayinvestments,com October 3 , 2014 SAIDIS SULLIVAN & ROGERS ATTN: GAYLE D SWINDLER 635 N 12TH ST STE 400 LEMOYNE PA 17043 REFERENCE : 07401334 643-XXXX8989 (CLOSED) NEW YORK LIFE TRUST COMPANY CUST FOR THE IRA OF D BRUCE CONNER Dear Ms . Swindler: I am contacting you concerning your recent request for information pertaining to the above Mainstay Individual Retirement Account (IRA) registered to D. Bruce Conner. The requested balance information for the above MainStay IRA 643- xxxx8989 as of July 27, 2014 is provided in the following table: Fund/Account Share Balance Net Asset Value Account Balance Number (NAV) 643-xxxx8989 4, 170 . 361 $6 . 11 $25, 480 . 91 I hope this information is helpful . If you have any questions concerning this letter, please contact MainStay Shareholder Services by calling 800-MAINSTAY (624-6782) , option #2 . A representative will be happy to assist you. Sincerely, G:;;'a Steven Reilly Correspondent CC: JAMES D DAY The MainStay Funds@ are managed by New York Life Investment Management LLC and distributed through NYLIFE Distributors LLC,169 Lackawanna Avenue,Parsippany,NJ 07054,a wholly owned subsidiary of New York Life Insurance Company. as ca co co co as !'? i 0 sa 0 CLC) R 0 S CV t"D clcb, v. 0) Lq Cl Q) rn (0 0 co 4) 0 S O ate'0 u 0 z 0 c z 02— LU i -j tn c 0 Y Z LU ;m .0 o 0 0 0 z I RQ' LU x 0 Z ,Z'ji a lij m 5 f U 0 it —j U LL Lu -j — I:r ca ::c cn us c L) (.)_) r) - 2 co ui x uj— 'a u cbz Z co Z)a ul It U) x Qtl7 N UJ m CL-- C\l TOOE� q g Cd CD ®R, - Q ca c aFs 59v CL lD N (0 U RL Lu byy o 00 s � z Lo S N ZZ .! Al S2 q� -W :y , y try m o` - at mLu fg c o m D ID Li `" 8 f0 a 1 41 "f s m �.• P � c ,� �°,� S � e = .int ° S +r C V v .o � kLg p 0] !P C� 's C y S! tII ro �:� N p � -� N �ry �• 4/ y � • a o G C� � C b E � � � � � 1Q7J� •,:t •• Vit© ��c i h, E Al,+9 r.•,�7 b �� .�. E E w L' y f�' z typ w p R U EOOCPI m co p O {t? I 1� 'Q -C. to -W Q VI- 64 r t C m V N 6y Q ' In v v`1i VJ � p V a co Q g CO tI A U _ 4 G t� cooZL iv v p 0 _a pLu q Y Z W U Wow`i Sa v0 vQ mQ gj COZUJ ' aC-) cv U ©m All ,► to r m ro � � ti U) rn "T Lb Lh c CL Ic Je :2 -C t 2 �,qj t m 0 60 ti IE 9 Cf E cr '00 S-U a mz 0 'W 2 u 1 -r, -C Qm 'a E 0 s '.-0 in tX E esu tai C3 -0 4a eg en CL CU M CM lu ei V) to C m C OD 2 23 C 0 ra 0 15 = U) - I ED C CL cm Lu 10 E E w 5 OZ m 00 CL CL 0yi9 0 2 _0 E 0 C) :7 75 CL Z'B E 0 z z CL 0 Fit, I EST OF D BRUCE CONNER DECD ( RICK K OLEWILER EXTR 5O9 # 2058 FAVERSHAMINAY •60 1273/313 1 ( YORK,PA 17402-7528 oc.` 010. 'aL K{- t r Date _3 Pay to the pp i o0 1 I Order _. I E S;Xa-'� �'Ci)�"�"�6i:5ci>`c� �1�� �vnC�i'>�e� � ��j�1p• —' Dollars � FiIT/ f ®FCB {K i PNC Bank.N.A. 040 I. ` GO31312Z381: 5006229343u' 0509 Harl,e Clarke Last Will and Tesiament OF D. BRUCE CONNER I, D. BRUCE CONNER a/k/a DONALD BRUCE CONNER, a/k/a DONALD B. CONNER, of Lower Allen Township, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me heretofore made. ITEM I: Familv Information. I am married to BEVERLY U. FOWLER CONNER. I am limiting provisions for my wife, not from lack of affection, but because her separate resources are ample. I was previously married to CAROL A. CONNER, who predeceased me, and EMMALYNN C. CONNER from whom I was divorced. I have no children. ITEM II: Death Taxes. I direct that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate or by any recipient of any property, shall be paid by the Executor out of the residue of my estate, as an expense and cost of administration of my estate, except that no taxes shall be charged against any gift qualifying for the marital or charitable deduction in my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM III: Debts and Final Expenses. I direct the Executor to pay the expenses of my last illness, my legally enforceable debts, and funeral expenses from the residue of my estate as an expense and cost of administration of my estate. X-T Page 1 . i ITEM IV: Tangible Personal Property. (a) Written List. I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. The Executor shall dispose of items of my personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (30) days after the probate.of my Will, it shall be presumed that there is no other statement or list. Any subsequently discovered list shall be ignored. (b) If Wife Survives. If I die before my wife, BEVERLY FOWLER CONNER, I give to her all my tangible personal property not set forth in the written list referenced in paragraph (a), including but not limited to, all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon. (c) If Wife Predeceases. If I do not die before my wife, I give any property of the type described in paragraph (b) and not set forth in a written list to the beneficiaries named in ITEM VI to be divided among them as they agree. Should there be no agreement, the Executor shall divide this property among them in as nearly equal portions as the Executor, in the discretion of the Executor, deems appropriate, having due regard to the personal preferences of the beneficiaries. ITEM V: Cash Gift. I give the sum of FIFTY THOUSAND ($50,000) DOLLARS to my former wife, EMMALYNN C. CONNER, of Camp Hill, Pennsylvania. However, if she predeceases me or has remarried, this gift shall lapse. ITEM VI: Residue. I give the residue of my estate, not disposed of in the preceding portions of this Will as follows: Page 2 I (a) ONE-FOURTH (1/4) to my nephew, ROGER CONNER, of Potomac, Maryland; (b) ONE-FOURTH (1/4) to my niece, DEBRA OLEWILER, of York, Pennsylvania; (c) ONE-FOURTH (1/4) to my step-son, STEVEN ERIC OLSON, of Clarksburg, Maryland; and (d) ONE-FOURTH (1/4) to my step-daughter, LINDA BLACK, of Mt. Airy, Maryland. If any of the foregoing beneficiaries does not survive me, the share of the deceased beneficiary shall be distributed to his or her then.living issue, per stirpes. If he or she is not survived by any issue, that share shall lapse. ITEM VII: Administrative Powers. In addition to the powers granted at law, the Executor shall possess the following powers, each of which shall be construed broadly and may be exercised without court approval, but in a fiduciary capacity only: (a) Retain Investments. To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor. (b) Vary Investments. To vary investments and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, real or personal, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) Division of Assets. In order to divide the principal of my estate or make distributions, the Executor is authorized to distribute personal property and real property partly or wholly in kind, and t?A-e Page 3 i i 1 allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) Sell Assets. To sell either at public or private sale any or all real or personal property severally or in conjunction with other persons, and to consummate sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money or to make inquiry into the validity of any sale. The Executor is authorized to make, execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to carry out the powers conferred upon the Executor. (e) Encumber Real Estate. To mortgage real estate, and to make leases of real estate. (f) Borrow Money. To borrow money from any person, including the Executor, to pay indebtedness of mine or of my estate, expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate. (g) Pay Costs. To pay all costs, taxes, expenses and charges in connection with the administration of my estate. (h) Distributions VATithout Court Order. To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate, with or without court order, in such manner and in such amounts as my Executor deems prudent and appropriate. Page 4 � �% - (i) Rights as Stockholder. To exercise voting rights with respect to securities which form a part of my estate, and to exercise all the powers incident to the ownership of securities. (j) Reorganize. To unite with other owners of property similar to property in my estate to carry out any plans for the reorganization of any company whose securities form a part of my estate. (k) Disclaim. To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under a third-party beneficiary contract. 0) Tax Returns. To prepare, execute and file tax returns of any type required by applicable law, and to make all tax elections authorized by law. (m) Allocate Expenses. To allocate administrative expenses to income or to principal, as the Executor deems appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. (n) Employ Advisors. To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor deems appropriate, and to compensate these persons from assets of my estate, without affecting the compensation to which the Executor is entitled. (o) Basis Adjustment. To make any adjustment to basis authorized by law, including, but not limited to increasing the basis of any property included in my estate, whether or not passing under this Page 5 i Will, by allocating any amount by which the bases of assets may be increased. The Executor shall be under no duty and shall not be required to allocate basis increase exclusively, primarily, or at all to assets which pass as part of my probate estate as opposed to other property for which a basis adjustment is allowable. The Executor shall allocate basis increase equitably among those beneficiaries receiving property as a result of my death, but shall not be liable to any person, nor subject to removal or surcharge, for any reasonable allocation of basis increase. (p) Compromise Claims. To compromise claims. (q) Other Acts. To do all other acts in the Executor's judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM VIII: Beneficiaries Under Age 25. If a beneficiary under the age of twenty-five (25) years is entitled to receive assets under this Will, the person who served as Executor of my estate shall retain those assets as Custodian for the beneficiary under the Pennsylvania Uniform Transfers to Minors Act. The Custodian may receive and administer all assets authorized by law, and shall have full authority as provided in the Pennsylvania Uniform Transfers to Minors Act to use assets in the manner the Custodian deems advisable for the best interests of the beneficiary. I also designate the person who served as Executor of my estate as successor Custodian of any property for which I am custodian under any Uniform Gifts to Minors Act or Uniform Transfers to Minors Act. ITEM IX: Survival. Any person who has died within thirty (30) days of my death, or under such circumstances that the order of our deaths cannot be established by proof, shall be deemed to have predeceased me. ITEM X: Executors. I make the following provisions with respect to Executors: Page 6 i (a) Initial Executor. I appoint my wife, BEVERLY U. FOWLER CONNER, to serve as Executor. I (b) Successor Executor. In the event that my wife is unable or refuses to serve as Executor, I appoint RICK OLEWILER to serve as Executor. I (c) Compensation. The Executor shall have the right to receive reasonable compensation for services rendered and reimbursement for reasonable expenses. (d) Standard of Care. No Executor shall be liable or accountable for any loss that may result from the good faith exercise of the authority granted in this Will. (e) Security. The Executor is specifically relieved from the duty of filing bond or entering security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding six (6) pages, at the end of each page of which I have also set my initials for greater security and better identification this (p day of , 20(C . J (SEAL) D. BRUCE CONNER a/k/a DONALD BRUCE CONNER a/k/a DONALD B. CONNER i We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the Testator was of sound and disposing mind and memory. lam' (i"_(SEAL) Residing at,;� / S (SEAL) Residing at i ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF � � ) I, D. BRUCE CONNER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. (SEAL) D. BRUCE CONNER Sworn to and subscribed before me thisa(�f-qday of 201o. Notary Public My Commission Expires: (SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J.RULE,Notary Public Lemoyne Boro.,Cumberland County My Commission Expires February 3,2012 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF 'We, a &l and S the Witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, D. BRUCE CONNER sign and execute the instrument as his Last Will and Testament; that Testator signed willingly and that he executed the Will as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as Witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Witness Witne Sworn to and subscribed before me this Zk day of Ff —/--t ) 201o . Notary Public My Commission Expires: (SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J.RULE,!rotary Public Lemoyne Eoro.,Cumberland County 1 My Commission Expires February 3,2012 Irrevocame Agreeinent- of Trusi BEVERLY U. FOWLER CONNER MARITAL TRUST 2 AGREEMENT made this n1 ' day of 20 , by and between BEVERLY U. FOWLER CONNER, of Lower Allen Township, Cumberland County, Pennsylvania, as Grantor, referred to as "Grantor", and BNY MELLON, N.A., and BEVERLY U. FOWLER CONNER, as Trustees, herein collectively referred to as "Trustee". WITNESSETH: faimnra WHEREAS, Grant esires it�e� cagily to A �n the assets and properties listed on Schedule ,'." rustee mm Wage and eo Erol for the benefit of the beneficiaries a � in thllffi ent. In c idNation o m{v eal cove s and agreements contained in this Agreement, JAfor and Tree ;' _:ee as fo' ws: a In ARTICM.0-1", II: s ablishment of Trust. Trustee agrees to &N hold and administer wr^ s of this Trust, including the proceeds or funds from or on account of any insurM—c policies received by reason of the death of Grantor, and other assets transferred by Grantor or Grantor's estate, hereinafter referred to as the "Trust", IN TRUST NEVERTHELESS, for the uses and purposes set forth in this Agreement. ARTICLE II: Additional Assets. Grantor, or any other person, from time to time, with the consent of Trustee, may make insurance policies on the life of Grantor subject to the terms of this Agreement, or give or otherwise transfer any other property, real, personal or mixed, to Trustee, to be administered and distributed in accordance with the provisions of this Agreement. ARTICLE III: Family Information. Grantor is married to D. BRUCE CONNER, and all references to Grantor's spouse in this Agreement are to him. Grantor has four children: WADE U. FO�ATLER, ALYCE FOVTLER McKENZIE, ROBERT H. FOWLER, JR., and SUSANNA J. FO«jLER. They are described in this Agreement as "Grantor's children" or as "a child of Grantor." Any person born to or adopted by issue of Grantor is to be included as issue of Grantor. Provided, no adopted person shall benefit under this Agreement unless the order or decree of adoption is entered before the adopted person attains the age of twenty- one (21) years. ARTICLE IV: Operative Provisions - Trust for Spouse. During the lifetime of Grantor's spouse, D. BRUCE CONNER: (a) Income to Spouse. The Trustee shall pa Vo or for the benefit of Grantor's spouse, D. BRUCE CONNEk, 111. the net income ERAM of this Trust in convenient installme t not le sir uently than pg' annually. s : 111 MI & IN (b) kited Po wo�Appointm nth pon thee th of VRAM` Grantors spaD BRII G1TNER, shall cony and pay over all oftSA- Whining ets,` 0. one 0 r less than of Grantor, or 2antor's issueft th moun r proportions and in such lawful intere r estates, w he solut or in trust, as Grantor's spouse may hadirated. Tl tier of appointment maybe exercised only bNam mument filewith Trustee during Grantor's spouse's lifetime, is Last Will and Testament. This Power of Appointment shall be exercisable by Grantor's spouse alone, and only by specific reference to this Power of Appointment. (c) Failure to Exercise Power of Appointment. If this Power of Appointment is not exercised by Grantor's spouse, in whole or in part, during his lifetime, or by his Last Will and Testament, then upon the death of the Grantor's spouse, the unappointed principal of this Trust shall continue to be held in trust in accordance with the provisions of ARTICLE V of this Agreement. ARTICLE V: Trust for Grantor. The following provisions shall apply to any portion of this Trust which has not been appointed by 2 (c) Termination of Trust. Upon the attainment of the age of thirty (30) years by the Beneficiary, the Trustee shall pay to the Beneficiary one-half of the principal of his or her Trust. Upon the attainment of the age of thirty-five (35) years by the Beneficiary, the Trust shall terminate and the Trustee shall pay to the Beneficiary the remaining assets of the Trust. However, the Trustee may refuse to make distributions of principal to the Beneficiary should the Trustee consider the Beneficiary unable to manage the principal of the Trust 111 the best interests of the Beneficiary. The Trustee may also terminate this Trust in whole or in part prior to the attainment of the age of thirty-five (35) years by the Beneficiary, if the Trusteleft—easonably believes the Beneficiary able to manage the prig a k.his or her own best interests. (d) Power of AIR went. R ul he Benef ry die during leARMN VOIR—MM I MINOR VISA, _-,1MM-- 'stence-n a aininim, M,I rust, .1-he age of the continue a n 't st tt ug% e sha te the reaming us;e t V j e n t y-o n MIEN ars, reaming Ar principal tt fog hebenlBenefit ,_ theissue fi-t of E ,e spouse e Sly er of the Gran' - or charita MosurgLaRations-1 scribed in Section 501(c)(3) of t , n t e m a 1 R e MR-Au,Wi R"�-d e as emended from time to time, es -4 in the amount ' - dthe TOM the Beneficiary may have directed, eitherrumentwe with the Trustee during his or her lifetime or by his Last Will and Testament. However, for any Trust subject to this Article which has an inclusion ratio for purposes of the federal generation-skipping transfer tax of more than zero, the Beneficiary may also appoint so much of the remaining principal to his or her creditors or to the creditors of his or her estate as the Beneficiary may direct in writing, either by instrument filed with the Trustee during the Beneficiary's lifetime or by the Beneficiary's Last Will and Testament. This power of appointment may only be exercised by specific reference to this power. (e) If the Beneficiary does not exercise this Power of Appointment in whole or in part during his or her lifetime, or in his or her Will, then upon the death of Beneficiary, the Trust shall terminate 4 and the Trustee shall pay the assets of the Trust to the then living issue of the Beneficiary, per stirpes. However, if any issue has not attained the age of twenty-five (25) years at the time of distribution, the Trustee shall continue to hold the share for that issue as Custodian under the Pennsylvania Uniform Transfers to Minors Act for the benefit of that issue. (f) Trust Without Beneficiaries. If before final distribution of the assets of any Trust established for Grantor's issue, there is no living beneficiary of that Trust, it shall terminate. The assets of the Trust shall be paid to the then living issue, on a per spital basis, of the nearest deceased ancestor (with issue living`Whe-= me of 100 distribution) of the Beneficiary whop antor or`G'antb-r's issue. However, if there is then . existence Must cre eda der this Agreement for the beneal 1HEat issu3he sane whi�c3iTould have g ,� been distribu�jto thavissue hall be addeT the pane al of his or her trust, �n inisl d distribf t `0 provide rs this _ 3 Agreement_ _ - (g) alure-of Issue��I �e event �,antor is not survived by Grantor's spou ,or My issues ' ere are no issue of Grantor surviving upon'-. -eination of any trust, the residue (or principal) �• shall be distribute` he ROBERT H. & BEVERLY U. FOWLER FOUNDATION. (h) Authority to Delay Distribution. Trustee is specifically authorized to delay distribution of assets of any Trust created under this Agreement for a reasonable period of time after the death of the survivor of Grantor and Grantor's spouse. It shall be reasonable to delay distribution of the assets of this Trust until all federal estate tax proceedings and matters concerning Grantor's estate and the estate of Grantor's spouse shall have been finally concluded. ARTICLE VII: Spendthrift Clause. No part of the income or principal of the property held under any Trust created under this Agreement shall 5 be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to actual receipt by the beneficiary of the income and/or the principal. Trustee shall pay the net income and the principal to the beneficiaries specified in this Agreement, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against the beneficiary. ARTICLE VIII: Administrative Provisions. Trustee shall possess, among others, the following powers each of which may be exercised without court approval, in a fiduciary capacity only, and under no cipeUmstances in a manner which might jeopardize any marital deductioill.1i, c rie-tfor a trust created by MIR this Agreement: MM_01 WARMS (a) Retain Ass*U94 , retai" 21 7estmentORontributed to any Trust ZMM-this Agmf'pMESt incl 9M ifically M@_§_%se consisting - I WE �4; of stock of 12Lk eve Grantor ha that ba nVals the IN WE& A Trustee. W% (b) v Investm ary in tments and to invest in such bonds, stBM s, e s read5 mortgages or securities or in such other property, O5,; pIerson 1t out being restricted to so-called "legal investmenv1 d without being limited to any statute or rule of law regarding investments by fiduciaries. An institutional Trustee shall have the power to invest in and vote securities with the management of mutual funds affiliated with that Trustee. (c) Divide Principal. In order to divide the principal of a Trust or for any other purpose, including final distributions, Trustee is 1 1 and distribute personal property and real property authorized to divide ai distribute partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts created hereunder so long as the total market value of any share is not affected by the division, distribution or allocation in kind. The Trustee is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including 6 giving of mutual deeds or other obligations, with as wide powers as an individual owner in fee simple. (d) Public or Private Sale. To sell either at public or private sale any or all real or personal property severally or in conjunction with other persons, and to consummate said sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money, or to make inquiry into the validity of sale(s). The Trustee is authorized to make, execute, acknowledge and deliver deeds, assignments, options or other writings as necessary ar",onvenient to �q. carry out the powers conferred upon Trustee. 902 'n- (e) Encumber Reuel Estate. � &tgage state, and to snake leases of real esta#��� � 4a _' :�, $� Com- � t� w Moi . T, orrow to fiom an yl- � _ � � y-; arson, including Tx�stTwLto pay JI ness o st and to BI– and to assign and _dge assets o��`. rar's estar any Trust trefor. _i (g) mMilks. To paosts, taxes, expenses and charges in connection w adminiss anon of a Trust, including a reasonable compere-anion to agents. (h) Distributions. To make distributions of income and of principal to the proper beneficiaries, with or without court order, in such manner and in such amounts as the Trustee deems prudent and appropriate. (i) Shareholder Rights.lts. To exercise voting rights with respect to securities which form a part of any Trust established under this Agreement, and to exercise all the powers incident to the ownership of securities. 7 (j) Join Together. To unite with other owners of property similar to property subject to this Agreement to carry out plans for the reorganization of any company whose securities are subject to this Agreement. (k) Disclaimers. To disclaim any interest in property which would devolve to Grantor or these Trusts by whatever ineans, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under a third-party beneficiary contract. Tax Returns. To re ;_� �' (1) prep areecute anile fax returns of ft any type required by applicable lawN, . ake ala lections authorized by law. (m) _ oy Otmplosdans of prn_arty, ON investmenA-b bu_ ess a or ccounid attorn Trustee deems appr ate, and tope to the ons from ssets of any Trust under Agreement�,,. yRt affect g the compensation to which the True 1 Wtitled. RM-0 ewer to employ under this provision shall l-'_=`�: ed to inclu e the ower to engage the services p of entities affiliatN011- (n) a Trustee. Divide Trusts. To divide any Trust created hereunder into two or more separate Trusts so that (i) the inclusion ratio for purposes of the generation-skipping transfer tax shall be either zero or one, or in order that an election under Section 2652(a)(3) of the Internal Revenue Code may be made with respect to one of the separate Trusts; and/or (ii) any election under Sections 2523(f and/or 2056(b)(7) of the Internal Revenue Code may be made with respect to one or more of said separate Trusts, or for any other reason deemed appropriate by the Trustee for the proper and convenient administration of the Trust. 8 (o) Allocate Expenses. To allocate administrative expenses to income or to principal, as the Trustee deems appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. (p) Purchase Assets and Make Loans. To purchase assets from, or make loans to, the estate of the Grantor or Grantor's spouse. All assets must be purchased at fair market values at the time of purchase. Any loan must be adequately secured and must bear interest at a rate prevailing at the time of the loan. Th {Trustee shall U, incur no liability for purchasing assets from the r6ff t e U, incur the G r a n t o r MIN' or Grantor's spouse, even if the propem,W-I-. W of the 5rt (R.. which Trustee is authorized by I to inves" ds. ry (q) AMIaMr,.E,"eMr Acts. cts. .... . oche ts -its judg .... t deemed necessary ble for' ep .9per an ageousmanagement, investmenttad'N ributi0 f t rusts, ARTIC TV4 lin -ohibited. Notwithstanding the other provisions 0S greeme (a) Less Adequate Consideration. The Trustee shall not permit any person, including the Grantor or the Trustee, to purchase, exchange or otherwise deal with or dispose of any assets in any Trust established hereunder, or the income therefrom, for less than adequate consideration in money or monies worth. (b) Limitations Upon Borrowing. The Trustee shall not permit any person, directly or indirectly, including the Grantor or the Trustee, to borrow any assets or income from any Trust established hereunder, without adequate interest or without adequate security. ARTICLE X: Accounting. The Trustee, on an annual basis, shall provide each income beneficiary who has attained the age of eighteen 9 ARTICLE X-Vq: Trustees. Grantor makes the following provisions with respect to Trustees: (a) Right to Remove and Replace Trustee. Grantor, during her lifetime, and Grantor's son, WADE U. FOWLER, after Grantor's death or incapacity, shall have the right to remove any Trustee serving as Trustee of this Trust, provided that Grantor (or her son) first appoints a successor Trustee which accepts the appointment. (b) Prohibited Trustee. Neither Grantor nor Grantor's spouse shall have the right or power to serve as sole Trustee hereunder. �.- _._ IM (c) Co-Trustee ach personMe,- g as a so e rustee shall T � M have the power to appoint� -Trustee_An��Co-Tru�� ppointed by a Trustee & remove bat Tius � (o��he succes—SO to that Trustee). _ = (d) ccessor Tru -f.e. eject tG e powers reserved to Grantor and Rx son.WAD TLER, each Trustee shall have the `_ �� power to appoM hi 11 r or it 11. sor. In the event of the complete vacancy in the offi0960- Trustee,rantor's son, WADE U. FOWLER, shall serve as Trus (e) Temporary Trustee. Each Trustee shall have the power to designate a temporary Trustee by an instrument in writing delivered to such temporary Trustee. The temporary Trustee shall serve as such only during the legal incapacity of the appointing Trustee, or, during such period of time as the appointing Trustee in writing designates, and upon the expiration of that time, or at such time as the legal incapacity of the appointing Trustee ceases, the appointing Trustee shall once again become the Trustee. (f) Method of Appointment and Removal. Each appointment or removal of a Trustee shall be in writing and shall be filed with the 13 court in the jurisdiction which is the situs of the Trust. The written instrument shall be signed by the person having the power to make the appointment or removal. (g) Delegation. Any Trustee may delegate investment and related management functions to the other Trustee, provided the other Trustee accepts delegation in writing. To the extent accepted, the delegating Trustee shall be relieved of responsibility for the investment decisions of the Trustee to whom investment and related management functions were delegated. (h) Acceptance of Office. A Trustee shM-b Afiemed to have FA. accepted the office of Trustee as to T yopert Il r' the extent it accepts that property by -itten ins I delive%)%;8i tile transferor F of the property. VAN VOL W natio n3vgustee 45-un 1 F'__JF- ign upon ninety (90) M days writte o to t en .ome b , ry and ea adult sus ,auris remaill-lier beneficiary f t rust, vided, howeverthat the resignation L-I notb 1� -- -PP- e untied unless at least one -5 Ufe WS v A i ing person is the as Trus,1111 he affected Trust. The resigning Trustee may, ifl.i no other~ rustee appointed or serving at the time, petition a cf competent jurisdiction for the appointment of a successor Trustee. 0) Responsibility. No Trustee shall be responsible for the acts or omissions of any other Trustee. (k) Limited Duty to Investigate. In the absence of actual knowledge of a breach of trust, or information concerning a possible breach of trust that would cause a reasonable person to inquire, a successor Trustee is under no duty to examine the accounts and records of any predecessor Trustee, or to inquire into the acts or omissions of such predecessor, is not liable for any failure to seek redress for any act or omission of such predecessor, shall have 14 responsibility only for property which is actually delivered to such successor by such predecessor and shall have all of the powers conferred upon a Trustee hereunder. Compensation. The Trustee shall have the right to receive reasonable compensation for services rendered and reimbursement for reasonable expenses. (in) No Security. The Trustee is specifically relieved from the duty of filing bond or entering security. ARTICLE XVII: Trust Situs. Tle1 it situs of this Trust shall be Cumberland County, Pennsylvania<MXhr--e Trustge'wlmrn determine, from time to time, to change theitSf any Trs, Sulished -- , .Mthis Agreement. However, no change in situs effecti ritten"- e shall have been 2gs ,, go provided to the ing bent-IfiUac'Ma Rhe Tr IN FOI W 1.1 FILM E 0)W.0 E V E ATLEARONNER has US 3- and ands "mentor T-1 Trustee and RNY MELLON, hereunto offered n a k s s I el k, It v1s duly appointed officer all on N.A. has caused th greement Affig efflMated bxl"' I 03� the day and year firgE.abo r it t el'11-11, GRANTOR: (SEAL) Witne - BEVERLY U. FOWLER CONNER TRUSTEE: j L. 4n.c1�'— (SEAL) Witness V- BEVERLY U. FOWLER CONNER Attest: BNY MELLON, N.A. By By: J�;c,z� 4 (SEAL) 711Gqv? lj VP Name: -4-6L- Title: Vie t COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF - -�-- On this, the Y- day of , 20Dq, before me, a Notary Public, the undersigned officer, personally appeared BEVERLY U. FOIATLER CONNER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hind and notarial seal. Nyo Jul-- S'S-fi t Nota y Public I an r vi My C ',.A.1111 ionVRA Exp�r _� . 'SEAL) _ C M AONWEAL.TH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J.RULE,Notary Public Lemoyne Boro.,Cumberland County � d My Commission Expires February 3,2012 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF On this, the OL day of 'c,,,, , 2009, before me, a Notary Public, the undersigned officer, personally appeared 4t P��c- 1 ( I , who acknowledged to be the �� ; � �^ of BNY MELLON, N.A., and that as such ~, being authorized to do so, executed the foregoing instrument for the purpose therein contained by signing the name of the corporation as I A IN WITNESS WHEREOF, I hereunto set myl d 'gid notarial seal. fmaf_t�� _ WHO—' _ Mary Pu Div'W EALT� iA .ENNSYLVANt i�• �- Notarial! Martha H.Heil,No�Public r City Of Harrisburg,Dein County My Commission Expires Feb.4,2010 ' A e ber,Pennsylvania Association of Notaries WnY BEVERLY U. FOWLER, CANNER MARITAL TRUST SCHEDULE "A" 170A r- Ilk �40-10 , wila Y {