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05-29-15 (2)
1505610105 REV-1500 EX(02-11)(H) OFFICIAL USE ONLY PA Department of Revenue pennsyLvania Taxes County Code Year File Number Bureau of Individual pi�411ITANCE TM RETURN PO BOX 28o6oi RESIDENT DECEDENT t4 01 Harrisburg,PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY ..................- .......................... .............................................. . 11/03/1921 ........... .............- ................................- . ........................ .......................................................... Decedent's Last Name Suffix Decedent's First Name Mi ............ ------- ---------- ------ ------------------------- Boenzli Gabriel E (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ................ ....................... ..................-........... ....................... ............................... ................ ...... .. ......... .......... ........ .................... .............. .......... ......... ........... ....................................... ..................... ............... ................... ------------- ---------- Spouse's Social Security Number .............................I ....................... THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CMD 1.Original Return C=:) 2.Supplemental Return p 1 Remainder Return(Date of Death Prior to 12-13-82) C=:) 4.Limited Estate C=:) 4a.Future Interest Compromise(date of C=) 5. Federal Estate Tax Return Required death after 12-12-82) CMD 6. Decedent Died Testate CM 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) C—D 9.Litigation Proceeds Received C=) 10.Spousal Poverty Credit(Date of Death C=:) 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ....................... ............................ 11................................ ...............-......................................I............... ...............................................11.......... ............. .............- .......... David A. Peckman, Esq. 1 1(610) 825-9000 1 .......... .......................... .......................................... ....... i .......... REGISTER OF WILLS USE ONLY First Line of Address ............. ................. ................................. .................................. ............................. ........... 129 Mainland Road 70 C) rn Second Line of Address 7C ::0 7_71 C'.) C__3 .............................. ....................... ........... ........................... ............ . ............. DAT IPIL C.0 771 City or Post Office State ZIP Code E ED .............. ...................... ........................... ........... ........ ........................... .. ............................. ............. .......... Harleysville PA 19438 .......... .......................................- ........................................ Correspondent's e-mail address:david@peckmanlaw.com r,\-) Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my know a anIHeIqr,' it is true, 2!�and qojnpIet9eqclaration of prepara;:other than the personal representative is based on all information of which preparer has artytfiowledge. SIGNA RE ONA FO RETURN E z ADDRESS 35221 Riverside Dr. SW, bany, OR 97321 SIGNUR OF PRJAZnC1WTHAN REPRESENTATIVE I _11ATE ADDRESS 29 Mainland Road, Harleysville, PA 19438 PLEASE USE ORIGINAL FORM ONLY Side I 1505610105 1505610105 J 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: RECAPITULATION ........ ......... 1. Real Estate(Schedule A). ........... .............. .............. 1. 0.00 2. Stocks and Bonds(Schedule B) ..................... ..... ........ ..... 2. 0.00 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. 7,301.45 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 38,685.33 _"� 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property ......._....,..... . " (Schedule G) O Separate Billing Requested........ 7. 0.00 8. Total Gross Assets total Lines 1 through 7 8. 45,986.78 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 12,241.74 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)..... .......... 10. 137.39 11. Total Deductions(total Lines 9 and 10)................................. 11. 12,379.13 12. Net Value of Estate(Line 8 minus Line 11) .............................. 12. 33,607.65 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. 33,607.65 . 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.o_ 0.00 ! 15.1 0.00 16. Amount of Line 14 taxable at lineal rate X.0 45 33,607.65 1 16.1 1,512 34 17. Amount of Line 14 taxable ... . .,.,. ��®.� at sibling rate X.12 0.00 17.1 0 18. Amount of Line 14 taxable at collateral rate X.15 0.00 1S 0 00 _.......a 19. TAX DUE ......................................................... 19.1 1,512.34 !: ............................................................................_................__................._.................... .. .........; 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Gabriel E. Boenzli STREETADDRESS 901 N. Hanover Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1,512.34 2. Credits/Payments A.Prior Payments 1,400.00 B.Discount 73.68 Total Credits(A+B) (2) 1,473.68 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) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 38.66 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.......................................................................................... 0 ❑ b. retain the right to designate who shall use the property transferred or its income ............................................ 0 ❑ c. retain a reversionary interest.............................................................................................................................. ❑ 0 d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 0 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which containsa beneficiary designation? ....................................................................................:................................... ❑ E IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. �.. �- W y�_... .. _.h. For dates of death on or after July 1,1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S. §9116(a)(1.3)).A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-i5o8 EX+(o8-I2) �j pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Gabriel E. Boenzli 2115-0407 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. IRS Refund 443.00 2. Highmark/Freedom Blue PPO-premium refund 41.17 3. Church of God Home,Inc.-refund 6,817.28 TOTAL(Also enter on Line 5, Recapitulation) $ 7,301.45 If more space is needed,use additional sheets of paper of the same size. REV-15og EX+(oi-io) am pennsylvania SCHEDULE F DEPARTMENT OF REVENUE .JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Gabriel E. Boenzli 2115-0407 If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A.Gabriel H. Boenzli 35221 Riverside Drive SW,Albany,OR 97321 Son C. JOINTLY OWNED PROPERTY: ' LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ' ITEM FOR JOINT' MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST i. A. 05106112 Fulton Bank Checking Acct.#3622-22969 77,370.65,' 50 38185.331 : D El I El El = 1 =2 E-- : I El' El F1 El F El 0 El- 0 L{ J Ll01 F t _ F1 f 1 ( ' i - C Mei TOTAL(Also enter on Line 6, Recapitulation) $ -__— _ F38_685.33 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON—PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Gabriel E. Boenzli 2115-0407 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 INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. NO ASSETS HELD IN NAME OF TRUST AT TIME OF DEATH I i I TOTAL(Also enter on Line 7, Recapitulation) $ 0.00 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) 4' Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Gabriel E. Boenzli 2115-0407 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: } aaviidd M. Meyers Funeral Home, Inc. 7,747.90' v _ 0 F B. ADMINISTRATIVE COSTS: ` 1. Personal Representative Commissions: 0.001+ ,. Name(s)of Personal Representatives Street Address City State ZIP Year(s)Commission Paid: 4,000.00 2. Attorney Fees: 0.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) _w_ Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: I 0.00 LL— -- ! 5. Accountant Fees: Ir` r0.00� 6. Tax Return Preparer Fees: I IY 0.00!I 7 Legal Advertising-Cumberland Law Journal DLegal Advertising-Patriot News L=:I Register of Wills-filing fee for inheritance taxesL_ _ _ 15.00 10. Glenn L.Reab Tax Service-final income tax return preparation` _ 100.0 Postage and photocopies r� 79.98 TOTAL(Also enter on Line 9, Recapitulation) 12,241.74 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Gabriel E. Boenzli 2115-0407 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Brockie Pharmatech 12.00 2. Community Life Team 66.20 3. Physicians Mobile X-Ray,Inc. 13.58 4. Carlisle Regional Medical Center 45.61 TOTAL(Also enter on Line 10, Recapitulation) $ 137.39 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) Ir pennsylvania SCHEDULE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Gabriel E. Boenzli 2115-0407 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1. Gabriel H. Boenzli,35221 Riverside Dr.SW,Albany,OR 97321 Son $7,500+ 1/3 2. Berthe E.Showers,1451 Bucks Valley Rd.,Newport,PA 17074 Daughter $7,500 + 1/3 3. B.Sean Boenzli,425 Indian Rock Circle,Elizabethtown,PA 17022 Son 1/3after$15,000distr. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX0 1-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 020499 BOENZLI GABRIEL E 130 PIN OAK DRIVE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- - -------- 101 $1,400.00 ESTATE INFORMATION: SSN: FILE NUMBER: 2115-0407 DECEDENT NAME: BOENZLI GABRIEL E DATE OF PAYMENT: 04/14/2015 POSTMARK DATE: 04/07/2015 COUNTY: CUMBERLAND DATE OF DEATH: 01/18/2015 TOTAL AMOUNT PAID: $1,400.00 REMARKS: RECEIPT TO ATTY CHECK# 2121 INITIALS: CJ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER LAST WILLAND TESTAMENT (Pour-Overwili) OF G-A19RIML.E.BOENZLI IDENTITY 1,GABRIEL E.BOENZLIresidingin the County ofCumberland,Commonwealth of Pennsylvania, being of sound mind and memory, and not acting under duress or undue influence of any person whomsoever,.hereby declare this to be my Last Will,and Testament,and.1 do hereby revoke all other former Wills and Codicils to Wills heretofore made by me. My Social Security'Number is IW42-3038. All reference made herein to"spouse or my spouse"refers to the person to whom I am currently married,namely,BETTY M.BOENZ,LI. By the ensuing provisions'of this Will,itis my intention to dispose of-my interest in our property,I do not intend w dispose of anything belonging to my wife or to I put her to any election. ,I have the followingchildren:GABRIEL H.BOENZLI born October,6, 1953 and-currently residing in Albany,OR and B.SEAN BOENZLI born February 13, 1962 and currently residing in Duncannon,PA and BERTUE E.SHOWERS,bowApril 16, 1955 and currently residing in Newport,PA. DEBTS,TAXES AND ADMINISTRATION EXPENSES I have provided for the payment of all my debts,expenses of administration,of property wherever situated passing under this Will or otherwise,and estate,inheritance,transfer,an&succession taxes,other than any tax:on ageneration-skipping.transfe -fttisnota.liabiljty of my Estate(including interest and penalties,if any)that become due.by reason ofray death,under THE GABRIEL E.BOENZLI AND BETTY' A BOENZLI REVOCABLE LIVING TRUST executed on even date herewith(the"Revocable Trust!),or if my spouse predeceases me, under the Survivor's Trust created by the said Revocable Trust. If the Revocable Trust,assets should be insufficient for these purposes,my Executor shall pay airy-unpaid items from the residue of my Estate passing under this Wi%,without any apportionment or reimbursement. In the alternative,my Executor may demand in a writing addressed to the Trustee ofthe Trust an amount necessary to,pay all:or part of these items,,plus claims,pecuniary legacies,and family allowances by courtorder. PERSONAL AND HOUSEHOLD EFFECTS It is my intent that all my personal and household effects,were transferred to the Revocable Trust as a result of the Declaration of Intent signed this date. If there are any-questions-regarding the ownership or disposition oftheseassets,it is my desire that such assets pour.into. the Revocable Trust,signed by me this, date in accordance with the provisions of the section titled"Residue of Estate." POUR:-OVER WALLS Page I (Testator/Testatrix) RESIDUE OF ESTATE I give,devise and bequeathal]the rest,,residue and remainder of my property of every kind and. description(including lapsed legacies and devices);wherever situated and whether acquired before or after the execution of this Will,to the Trustee under that certain.Trust executed by me on the same date of the execution of this Will. The Trustee shall add the property bequeathed and devised by this itemr.to the corpus of the above described Trust and shall.hold,administer and distribute said property in accordance with the provisions.of the said Trust,including any amendments thereto made before my death. If for any reason-the said Trust shall not be in existence at the time of.death,or if for any reason a court ofcompetentjurisdiction shall declare the foregoingtestamentary disposition.to the Trustee under said Trust as it exists at the time of my death to be invalid,then I give all of my Estate including the residue and remainder thereof to that person who would have been the Trustee under the Trust,as Trustee,and to their substitutes and successors under the Trust,described herein above,to be held,managed,invested,reinvested and distributed by the Trustee upon the terms.and conditions pertaining to the period beginning with the date of my death as are constituted in the Trust as at present constituted giving effect to amendments,if any, hereafter made and for that purpose Ido hereby incorporate such Trust.by reference into this my Will. EXECUTOR .I hereby nominate and appoint BETTY M.BOENZLI as my Independent Executor of this,my Last Will and Testament,to serve without bond. m' In the event the.first named Executor shall.predecease me or is unable or unwilling to act as my Executor for any reasons whatsoever,then and in that event,I hereby nominate and appoint GABRIEL K BOENZLI to serve without bond as ray Independent Executor. In the event the second named Executor shall predecease me or is unable or unwilling to act as my Executor for any reasons whatsoever,then and in that event, I hereby nominate and appoint R. SEAN BOENZLI to serve without bond as my Independent Executor_ In the event the third named Executor shall predecease me or is unable or unwilling to act as my Executor for any reasons whatsoever,then and in that event,.I hereby nominate and appoint BERTHE E. SHOWERS to serve without bond as my Independent Executor. Whenever theword".Executor"or any modifying or substituted pronoun therefore is used in this my Will,such words and respective pronouns shall be held and takers to include both the singular and the plural, the masculine,feminine and neuter gender thereof,.and shall apply equally to the Executor named herein and toany successor to substitute Executor acting hereunder,and such successor or substitute Executor shall possess all the:rights,powers,duties,authority,andresponsibility conferred upon the Executor originally named herein. EXECUTOR POWERS By way of Illustration and not of limitation and,in addition to any inherent, implied or statutory ,.� powers granted to executors generally,my Executor is specifically authorized and empowered with respect to any property,real or personal,at any time held under any provision of this my Will: to allot,allocate POUR-OVER WILLS Page 2 ('Testator/Testatrix) between principal and income, assign,borrow, buy,,care for, collect, compromise claims, contract with respect to,continue any business of mine,convert,deal with,dispose of,enter into,exchange,held,improve, incorporate any business of.mine,invest,.Iease,manage,mortgage,grant and exercise options with respect to,take possessiori,of,pledge,receive,release,repair,sell,sue for,make distributions in cash or in kind of partly in each without regard to the income tax basis of such asset and in general,exercise all of the powers in the management of my Estate which any individual could.exercise in the management of similar property owned in its own right upon such terms and conditions as to my Executor may seen best,and execute and deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry out the purpose ofthis my Will,without being limited in any way by the speck grants or power made,and without the necessity of a court order. My Executor shall have absolute discretion,,but shall.not be required;to make adjustments in the rights ofany Beneficiaries,or among theprincipal and income accounts to compensate forthe consequences of any tax decision or election,or of any investment or administrative decision,that my executor believes has:had the effect,directly or indirectly,of preferring one Beneficiary or group ofBeneficiaries over others. Iia determining the Federal Estate and Income Tax liabilities of my Estate,my Executor shall have discretion to,select the valuation.date and to determine whether any-or all of the allowable administration expenses in myEstate>shall lie used as Federal Estate Tax deductions or as Federal Income Tax deductions and shall have the discretion to file a joint income tax,return with my spouse. SPECIFIC OMISSIONS I have intentionally omitted any and all persons,and entities from this,my Last Will and Testament,. except those persons and entities specifically named herein. If person or entity shall challenge any term: or condition ofthis Will,or ofthe.Living Trust to which I have made reference in the sections"Household and Personal Effects and"Residue of Estate„"then,to that person or entity,I-give and.bequeath the sura of only one dollar($1.00)only in lieu and in place of any other benefit,grant,bequest or interest which that person or interest may have in my Estate or the Living Trust and;its Estate,: SIMITLTANE.OVS DEATH If my spouse.and.I should die under circumstances such that the order of our deaths cannot be determined,then it shall be conclusively presumed for the purpose of this Will that my spouse survived me. If any other Beneficiary should not survive me for sixty(60)days,then.it shall be conclusively presumed for the purpose of this my Will that said Beneficiary predeceased me., f GABRIEL E.BOENZLI Testator POIfTR-OVER WILLS Page 3 (Testator/Testatrix) ,.-. This instrument consists of 5 typewritten pages;:.including the.Attestation Clause, Self-Proving Clause,signature of Witnesses,and acknowledgment of officer. Ihave signed my name atthe bottom of each of. tLL1yt((eing � preceding :pages.. This :instrument is be , signed by me on this 2+41 day of ATTESTATION CLAUSE The Testator whose name appears above declared to us, the undersigned,that the foregoing instrument was his tast.Will and Testament,and he requestedus to act as witnesses to such instrument and to.his signature thereon.. The Testator thereupon signed such instnunent.in.our presence.. At Testator's request,the undersigned then subscribed our names'to the instrument in our own handwriting in the..presence ofthe.Testator. The undersigned hereby declare;,in the.presence of.each of us,,that we believe the Testator to be ofsoundand disposing mind.and.memory. Signed by us on the same day and year as this Last Will and Testament was:signed bythe Testator. WITNESSES: ADDRESSES: (Printed Name of Witness) (Printed Name of Witness) ,POUR-OVER"WILLS Page 4 (Testator/Testatr ) r— COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SELFPROVING CLAUSE BEFORE ME the undersigned authority;on this day personally appeared GABRIEL E.BOENZL;I;, _�� known tome tube the Testator,and the witnesses,.respectively,whose:names are subscribed.to thefore'—going instrument in their respective capacities,and all of them being by me,duly sworn,GABRIEL E.BOENZLL Testator,declared to me and.to the witnesses,in my presence,that the instrument is his Will and that.he had willingly:made and executed itas bis free act and deed`for the purposes therein expressed;and the Witnesses,each on his or her oath,stated to me in the presence and hearing of the Testator,that the Testator.bad.declared to them that the instrument is his Will and that he executed.the.same.as.such.and wanted each of them to sign it as a witness; and upon their oaths, each witness:stated further that be did.the same asa witness in the presence of the. Testator,.and at.his request and that he was k(that time eighteen(18)years of age or over andwas of sound. mind,and that each of the.witnesses.was then:at'least fourteen(14.)years of age. GABRIEL E BOENZLI Testator 19 Witness n,*J(1,0.44 _S7 —S-A (Printed Name:of Witness) L A ..vl Al. .dam Witness 67 E;tea ho.!-. ki 5 or (Printed Name of Witne ) SUBSCRIBED AND ACKNIOVQLEDGED be xe.nrte by GABRIEL E.BOENZLI,'Testator, and subscribed and swornto before me:by rbc. <a i2__ and ':52tt'z4pr_ witnesses,this the 2`b AN% day of Notary lie,Cb monwealth.of.Pennsylvania T. JEFFREY D.JONES. Commissioner of Deeds Commonwealth of pennsywania Commission expires Ncnr 17,2003, POUR OVXR WILLS Page 5 (Testator/Testatrix) TBE GABRIEL E.BOENZLI AND BETTY M;BOENZLI REVOCABLE LIVING TRUST AGREEMENT DATED: AtLy-(j) 7 , BETWEEN; GABRIEL,E.BOENZLI AND BETTY X BOENZLI, AS SETTLORS AND: GABRIEL E.BOENZLI AND BETTY M.'IiOENZLi, AS TRUSTEES, GABRIEL E. BOENZLI AND BETTY M.B4ENZl,t, residents of the Commonwealth of Pennsylvania, County of Cumberland,do:hereby establish a.Trust upon the conditions and for the purposes hereafter set forth. ARTICLE ONE Section 1.0.1 Trust Estate Defined This Revocable Trust,is formed to hold title to real and personal property for the benefit of the Settlors of ; this Trust and to provide for the orderly use and transfer of these assets upon the death of the Settlors. The "Trust Estate"is defined as all property transferred or conveyed to and received by the Trustee held pursuant to the terms of this instrument. The Trustee is required to hold,administer,and,distribute this property as providedin this Trust Agreement Section 1.02 Definitions As used in this Trust Agreement:. . 1'. The term"Husband"shall mean GABRIEL E.BOENZLI. ?2. The term"Wife"shall mean BETTY M.BOENZLI. 3. The term"Settlor"shall refer individuallyand:colleotive�ly to Husband and Wife.. 4. The term "Descendant":shall mean the lawful issue of°a.deceased parent in the line of descent,but does not include the issue of any parent who is a descendant of the deceased person in question and who is living at the time in question. S. The terms"Child"and"Descendant" include any issue born to decedent; a child legally adopted by the decedent,land a posthumous child of a decedent. A:posthumoous child is to be considered as living at the time.:of,his or her parent's death, 6. The term"Survives"or"Surviving",unless otherwise indicated herein,shall be construed to mean surviving the decedent for at least sixty(60)days. If the person referred to dies .. within sixty (60) days of the death of the decedent,the reference to him or her will be REVOCABLE LIVING TRUST AGREEMENT Page 1 < r construed as if he or she had failed to survived the decedent;provided,however,that any such person will Have,during such period,:the right to the use and enjoyment as a life tenant of all property,in which.his or,her interest will fail by reason of death during such period. 7. The term "Issue" will include all natural and adopted children,: if applicable, and descendants and those legally adopted.into the line of descent. 8. The term "Per Stirpes" means strict per sdrpes and does not mean. per capita with representation. Beneficiaries entitled to take. under a"per stirpes"clause will include both natural and adopted children and their descendants. 9. The terms"Trust Assets"and"Trust Estate"include all assets ofany trust created hereunder and income derived from such assets and.all proceeds of any description derived from the sale,exchange,ouother disposition of such assets., 10. When required to give reasonable effect to the context in which used, pronouns it the. masculine,feminine,or neuter.gender'include each other,and nouns and pronouns in the plural or singular number include each other. Section 1.03 Trustee Designation Husband.and wife are hereby designated as Co-Trustees. The Co-Trustees shalt,serve jointly and severally and either shall have full authority to act for the Trust_independently. Should either husband or wife become -- unable because of death,incapacity,or other cause to serve;as a Co-Trustee,or should either resign:as Co- Trusteet before the natural termination of this Trust, the remaining;Co-Trustee, husband or wife, shall thereafter serve as stile Trustee. The term"Trustee"as used in this Trust Agreement shell.refer collectively to husband and wife so tong as they serve as.Co-Trustees,to the,spouse who:serves as the sole Trustee; and/or to any Successor Trustee who assumes the role of Trustee. These Trustees shall serve in the order as provided in Section 9.01 ofthis Trust Agreement. Section 1..04 A4ciitions to Trust-Properties L The Trustee,.at any time during the continuance of this Trust in his or her sole discretion after consideration of the possible tax.consequences to all concerned, is authorized to receive into the Trust additions of cash and other properties from any source whatsoever, whether by gift,will,or otherwise. However,the Trustee shall.accept all:assets which any person.or persons may give;devise,or,tequeath by Last Will:and Testament to this Trust, and shall accept all assets transferred to this Trust.,pursuant to the provisions of any other Trust document or documents. 2. In addition,any person or persons may designate this Trust as the:Beneficiary,Primary. or Contingent,of any death benefits to include insurance benefits,pension:benefits,or other benefits. Until such benefits mature;the Trustee shall have no responsibility with respect to those benefits. Section 1.05.Appointment The Trustee of the.Trust is directed to.apportion receipts and expenditures:of the types described below between principal-and income as follows. REVOCCAMX LIVING TRUST AGR EEEItiIT Page 2. 1. Whenever the prin4pal,or any part thereof,of the Trust property is invested in seduritaes purchased at a premium or at a discount,any premium will be charged against principal and. any discount will be credited to principal; 2. Any stock dividends and riohtsto purchase additional stock issued on securities held in trust. will be treated as principal. All other dividends,except liquidating distributions,will be treated as income;and 3. The amount of any.applicable depletion allowance for federal income tax purposes will be treated,As income. Section 1.06:Administration of Trust During Our Lifetime During our lifetime,the trust shall be held and,administered as follows: I. All .property and other assets transferred to this trust shall be allocated to and held in separate shares,the first such.shate being designated the"Gabriel.E.Boetizli'frust Share" and the second share being.designated:the"Betty A Boenzli Trust Share". 2. Each Grantor's separate Trust Share shall be composed of the-assets as follows: a. The Grantor's one-half interest in jointly held property transferred to the Trust;and b'. The Grantor's individually owned property which is transferred to the Trust. While each share shall be held and administered separate from the other,for tax and accounting purposes,the Trustee-is:authorized t6holdor;invest the separate shares in common investments and co-ownership of assets.. 3. The Trustee shall pay to or apply for the benefit of..GABRIEI E.BOENZLI all of the net income of the GABRIEL E. BOENZLI Trust Share,,in convenient installments, not less often than quarter-annually,and in addition thereto, shall.pay so.much of the income:and principal of such Trust Share to or for the benefit of GABRIEL E.BOENZLI.as he may direct from time to time,or:in the absence of a direction,as the Trustee may determine to be advisable for his medical care,support,maintenance,and general welfare. 4; The'Trustee shall pay to or apply.for the benefit of BETTY M. BOENZLI all of the;net income of the BETTY M.BOENZLI Trust Share in.eonvenient installments,.not lessoften than quarter:annually,:and in addition thereto,shall pay much of the income and principal of such Trust Share.to-or for the benefit of BETTY M.BOENZLI as she may direct from time tui"time,or in the absence of a direction,as the Trustee may determine to be advisable for her medical care,support,maintenance,and general welfare.. All property that a Settlortransfers to the Trustee pursuant to this instrument which was community property, quasi- ,community property,or separate property at the time of the transfer shall remain.respectively community property,quasi-community property,or the separate property of the Settlor transferring such property°to the Trust. REVOCABLE.LIVING TRUST AGREEMMNT Page 3 Community and quasi-community property transferred to the.Trustee by the Settlors shall be their community property and treated as such. This property,.as.invested and reinvested, together with the rents, .issues, and profits therefrom (hereinafter -referred to as the "Community Estate or the"Community Property')shall.retain its.character as community property during the joint lifetimes.ofthe Settlors'in spite.of.any change in thesitus of the Trust,subject,however,to.theprovisions of this Agreement. Section 1.07 Diseretionm Termination The Trustee.may.terminate any Trust,when,in the opinion of the Trustee,the principal:is reduced:to such an.extent that it is not in the best interest of the Beneficiary or Beneficiaries to continue the Trust. The judgment of the Trustee with respect to this decision to terminate will be final and not subject to judicial review_ If the Trustee terminates a Trust accordm4to1 is.Section,thedate the Tsusi terminates will be deemed the date fixed for termination of the Trust, and the-Trustee will distribute the assets of the terminating Trust to the Beneficiary or Beneficiaries pursuant to this Agreement:. Section,1.08 Amendment and Revocation We hereby retain the.following powers,exercisable at any time during our lifetimes: I. To withdraw any of the property included-.in our separate:share:of the Trust Estate by giving the Trustee written notice specifyingtheproperty so withdrawn,'in which event,the Trustee shall,promptly transfer and deliver such property to us or our.designee. 2., To amend the.provisions of this Trust declaration in any respect without the necessity of securing the consent of the Trustee to such changes, in which event, ia :copy of the amendment shall be promptly furnished to the Trustee;provided,however,that fallowing the death of one of us,the survivor shall.have no power to amend the terms of the Trust declaration with respect.to the Trust,Share of the first of us to die. I To revolve this Trust by giving the Trustee written notice of such revocation,in which event, the Trustee shall promptly transfer.:and.deliver the property constituting the Trust.Estate to us or our designee together with an accounting therefore;provided,however,that following the death of one of us,the survivor shalLhave no power to revoke the terms ofthe Trust declaration with respect to the Trust Shame of the first of us to die. Section 1.09 Revocation or Alteration by Settlor Alone The rights of revocation; withdrawal, alteration, and amendment reserved in this Article may only be :exercised by the Settlor and may not.be exercised;by any other person;including an agent,a guardian,or a conservator. Section 1.10 Irrevocability Except as otherwise provided,.on the.death of either Settlor;the designation of Beneficiaries of specific gifts in th4Trust shall become irrevocable and not subject to=endment or modification. REVOCABLE L)[VWG TRUST ACRE MWENT Page.4 Section 1.11 Settlor Powers 'The surviving Settlor shall be the Trustee unless and until he or she resigns in writing or is determined incompetent under the terms provided herein. The surviving Settlor shall retain all absolute rights to discharge or replace any Successor Trustee of any portion or share of the Trust which is revocable by the surviving Settlor so long as the:Settlor is competent ARTICLE TWO Section,2.01 Trust Income wring the joint lives of the Settlors,the Trustee shall at least annually,unless otherwise directed by both I g ,e joint Settlors in writing,pay to or apply for the benefit of husband and Wife,all of the net income from the Trust Estate.in the same proportions.as each ottlic spouse's respective interests in the Trust Estate. Section 2,02 Protection of Settlor in Event of losg-a-cipy During the joint lives of the Settlors,should either Settlor become incapacitated as defined in Section 2.03 below,the Trustee may,in the Trustec's'absolute discretion,pay income and principal fbrthe,benefit of the incapacitated Settlor. In addition,the Trustee,in his orher absolute discretio n,may-pay to or apply,for the benefit of that Settlor,such sums from the net income and`from the principal of the Settlor's,;separate Estate as the Trustee believes is necessary or advisable for the medical care,comfortable maintenance,and welfare of the Settlor. Section 2.03 Incapacity 1. A personis determined to be incapacitated if any Trustee or Beneficiary hereunder comes into possession.of any of the fallowing: a. Ajurisdictionally applicable court order holding the party to be legally incapacitated to act on his or her behalf and appointing a guardian or conservator to act forkirn or her,or b. Written certificates which are duly executed,witnessed,and acknowledged oftwo licensed physicians,each certifying that the:physician has examined the person and has concluded that,by reason of accident,mentaldeterioration,or other cause;such:person has become :incapacitated and can no longer act rationally and prudently in his or her own financial best interest;or C. Evidence which such Trustee or Beneficiary deems-to be credible and currently applicable tha a person has disappeared,.is unaccountably absent,oris being detained under duress, and that be or she is unable to effectively and prudently look after his or her own best interests,then in that event and under those circumstances: I) Such person is deemed to have become incapacitated, as that term is used in this Trust agreement;and 2) Such incapacity is decried to continue until such court order,certificates,and:!or ,circumstances are inapplicable or have been,revoked. REVOCABLE LNMO TRUST AGREEMNT Page.5 I A physician's certificate to the effect that the person is no longer incapacitated shall revoke a certificate"declaring the person incapacitated. The certificate which revokes the earlier certificate may,be executed by either the.original certifying physician or by two other licensed,board certified .physicians. No Trustee shall be under any duty to institute any inquiry:into:a person's possible incapacity. The reasonable expense of any such inquiry shall be pain from the Trust Assets. Section 2.04 Principal Invasion During the joint lives.of the.Settlors,should the net income of assets contained in this Trost be.insufficient to provide for the°care,maintenance;or,support of the Settlors as herein defined,the Trustee:inay; in the Trustee's stile and.absoluite"discretion,pay to or apply for the benefit of the Settlors,or either.of them,or any of their dependents,.such amounts from the principal of the Trust.Estate as the Trustee deems necessary or advisable:for thecare,maintenance,vrsupport of the:Settlors. Section 1.05 Rosi gnee if the,Settlor's residence property is a part of the Trust, the Settlors shall have possession of and full. mariagement of the.residence and shad have the right to occupy.itfcee of rent. Any expenses arising from the:maintenance of the propertyand from all taxes,liens,assessments,and insurance premiums;are to:be paid from the Trust to the extent that assets are available for payment. lt.isthe,intent ofthe settlorsto retain .all homestead:rights'available to them underthe:applicable:state.law ARTICLE THREE Section 3.01 Provisions After The First Death On..the.death.of either Settlor'leaving the other Settlor surviving him or her, the T:.rusteeshallcollect all .insurance proceeds payable to the Trustee by,reason of such death and all bequests and devises distributable to-the Trust'Estate,. Section.3-02 Control of Assets The surviving spouse may, at any time by written notice; require the Trustee either to n lake any nonproductive property of&s Trust productive ortoOnvert.pr+pductiv'vieproperty to nonproductive eachwith n a:reasonable time: The surviving spousemay.further require the Trustee to invest part orall:of this share of Trust Assets'.for the purpose.of maximizing income rather thangrowth or growth rather:than income. Section 3.03 Division izlto Shares L: Upon the death of oither Settlor, if the:deceased.Settlor :is survived by.the•other Settlor, the deceased's.individual Trust Share,including any,additions made byreason ofthe deceased Sefflor's death,shall be divided into two shares. 2. The Trustee,.in his or her sole discretion,may defer the division or'dis ibution of the deceased's individual.Trust Share until six moxift after the deceased,Trustors death. Tf the division o, distribution of the deceased's individual"Trust"Share is so deferred, thedeferred division or distribution"shall be made as If it had taken plate at the time:prescsibed;above. In addition,all rights REVOCABLE>.1 -WO,.T1tUST A1GREElKEl1lT Page:6 given to the Beneficiaries under the provisions of this Trust Agreement which follow shall be considered to have accrued and vestedas of that prescribed time. 3. Upon the death of the first Settlor to die ("Predeceased Spouse"),the Trustee shall divide the deceased's individual Trust Sham(which shall include any property which may be added from the Predeceased Spouse's general estate)as follows: a. The Trustee shall divide the balance of the deceased Trustoet individual Trust Share into two(2)separate shares(hereinafter designated as"Share A"and"Share W). Share B shall be composed of cash,securities,and/or other property of,the deceased's.individual Trust Share(undiminished by any estate,.Wwritano-,succession,death,or similar taxes)having, a value equal to the maximum marital.deduction as finally determined in the Predeceased Spouse's federal estate tax proceediags,less the aggregate amount of marital deductions, if any, allowed for such estate tax purposes by reason of property or interest in property passing or which have, passed to the, Surviving Spouse otherwise than pursuant to the provisions of thisparagraph;provided,.however,thatthe amount of Share hereunder shall be reduced by the amount, if any,.needed to increase the Predeceased Spouse's taxable estate (for federal estate tax purposes) to the largest amount that,after allowing for the unified credit agai*nst federal estate tax and the state death tax credit against such tax(but only to the extent that the use of such state death tax credit does not increase the death tax. payable to any:state),will result in the smallest(if any)federal estate tax being imposed on the Predeceased Spouse's estate. The term "Maximum Marital Deduction" shall not.be construed as.a direction by the Predeceased Spouse to exercise any election respecting the deduction.of estate administration expenses,the determination of the,estate tax valuation date,or any other tax election which may be available under any tax laws, only in such manner as will result in a.larger allowable estate tax marital deduction than if the contrary election had been made."Me Trustee shall have the sole discretion to select the assets which shall constitute Share B, In no event,however,shall there be included in Share-B any assets or the proceeds of any asset which will not qualify for the federal. estate tax marital deduction. Sham B shall.be reduced to the extent that it cannot be created with such qualifying assets. The Trustee shall value any asset selected by the Trustee for distribution irikind as a part of Share B at the value of such asset at the date of distribution ofsuch asset. The balance of the deceased's individual Trust Share,after the assets have beeri selected for Share B,shall be allocated to Sham A. Share A and Share B shall.be,administered and distributed as hereinafter set forth. Section 3.04 Credit Shelter,Trust Ifeither of the Settlors survives the other,the Trustee shall set apart and'hold as a separate trust(the"Credit Shelter'Trust")the assets referred to:as Share A in Section 3.03 above. The Trustee shall hold,manage, invest,and reinvest the assets of this Credit Shelter Trust,shall collect the income therefrom,and shall pay the net income to or.for the benefit of the surviving Settlor in convenient,installments.at least quarter: annually;provided,however,that the surviving Grantor may elect topass any portion of said income to the remainder Beneficiaries of the Trust. In addition,the Trustee may pay to or for the benefit of the surviving Settlor for the health, education, maintenance,or support of the surviving Settlor,any part or all of the principal.of this Trust as the Trustee may determine in its sole discretion,without considering other resources available to the surviving Settlor. REVOCABLE LIVING TRIJST AGREEMENT Pap 7 The surviving Settlor shall have the right to demand and receive,from the principal ofthis Trust in each of its fiscal years,the greater of five thousand dollars($5,000.00)or five percent(51%).of the fair market value of such principal determined as of the last day of such fiscal year. Such right shall lapse to the extent it is not exercised in any year. Any commission payablewith respect toprincipal so withdrawn shall be charged against such principal. No person,who at any time is acting as Trustee hereunder,shall have any power or obligation to participate in any discretionary authority which the Settlor has given to the Trustee to pay principal or income to such person,or for his or her benefit or in relief of his or her legal.obligations, provided,however;that if an individual'Trustee has discretion to invade principal for himself or herself and such discretionary authority is lixnited.by an ascertainable standard,thea such Trustee may invade principal(if limited by such standard) for himself or herself,but not in relief of his.or her legal obligations. The pian of distribution and all terms ofthis Cr+editShelter Trust shall be irrevocable and unamenAble at any time after said Credit Shelter Trust comes into being. The Credit Shelter Trustee(s)shall invest the assets of the Credit Shelter Trust to produce a reasonable income for the benefit ofthe surviving Grantor without subjecting the principal to unreasonable risk of loss. The Credit'Shelter Trustee(s)shall be authorized and empowered to invest,reinvest;manager transfer,and convey arry and all property held(nthis Credit ShelterTrust,including all powers now or hereafter conferred upon Trustees by applicable state law, and also those power appropriate to the orderly and effective administration ofthe Trust. The Credit Shelter Trustee(s)shall mane a written,accounting to all income and remainder Beneficiaries or to their guardians at least annually and at the timeikhatall assets,ofthis Credit Shelter Trust are distributed, Said accounting shall consist of a record showing assets on hand at the time of the last accounting, plus additions,minus expenses and distributions;which shall equal current assets on hand. The Credit Shelter Trustees)shall not be required to obtain authority or approval of any court in the exercise of any power conferred upon the Trustee(s),nor shall said Trustee(s)be required to make accountings or reports to any court. Upon the death ofthe surviving Settlor,any accrued income shall bepaid tothe estate ofthe surviving Settlor and theremaining principal.of this'Credit Shelter Trust shall,be held, administered, and disposed of in accordance with the dispositive provisions of agreement. Section 3.05 Qualified Terminable Interest Trust if either ofthe'Grantors survives the other and there are assets allocated to Share B described in Section 3.03 above, then the Trustee shall set apart said assets.and hold them.as a separate trust .(the "Qualified Terminable Interest Trust").. The Trustee shall hold,manage,invest,and reinvest theassets ofthis Qualified Terminable Interest Trust, shall collect.the income therefrom,and shall,pay the set income to or for the. benefit of the surviving Grantor in convenient installments_ at least quarterannually. Upon the surviving'Grantor's.death,any accrued,,undistributed income shall be distributed to said surviving Grantor's estate.`The remairung.principal shall be added.to and become part ofthe Credit Shelter Trust and shall be held and administered and disposed of in accordance with the plan of distribution..for the Credit Shelter Trust as provided in Sections 3.04 and 4.03,after provision has first been made for the payment of any estate,,inheritance,transfer,succession,or other,death taxes,payable by reason of the inclusion ofthe value of the Trust property in said surviving,Grantor's estate. REVOCABLE£.TVING:TRUST A►GREENWNT Page$ The Trustee(s) of the Qualified Terminable Interest Trust are hereby authorized, in the:Tnistee(s) sole discretion,to determine whether to elect(under Section 2056(bX7)of the Internal Revenue Code)to qual ify all:or a specific portion of the Qualified Terminable Interest,Trust created herein for the federal estate tax marital deduction. TnLstee(s)of Qualified The Terminable InterestTrust,in exercising such discretion, , , shall attempt to minimize,or eliminate if possible,the federal estate tax payable by the estate ofthe decedent spouse's estate. However,if the Trustee(s)of the Qualified Terminable Interest Trust determine that it is in the best interest oftheversons who may receive any assets after the decedent spouse s.death and after the surviving Grantor's death to pay some federal estate tax in the decedent spouse's estate,taking into consideration.any other tax that is to be,paid because of theAccedent spouse's death and the surviving Grantor's death,and,any income, tax liability that may be affected by the election,the Trustee(s)of the Qualified Terminable Interest Trust may elect to take a marital,deduction that does not reduce the tax to zero if the payment of the tax,will not jeopardize the ability of the Qualified Terminable Interest Trust to provide the surviving spouse with the level of support and maintenance contemplated by this Declaration of Trust. The decision ofthe Qualified Terminable Interest Trustee(s)to make this electionshall be final and binding on all.persons. The Trustee(s) of the Qualified Terminable Interest Trust is (are) authorized and empowered.to invest, reinvest,transfer,and convey any and all property held in this Qualified Terminable Interest Trust. This includes all power now or hereafter conferred upon Trustees by applicable state law-,And also those powers appropriate to the orderly and effective administration of the-Trust. The Trustee(s)shall-make a written accounting to-the surviving Grantor at least annually and shall make a written accounting to all remainder Beneficiaries at,the time that all assets of this Qualified Terminable Interest Trust are distributed. Section 3.06 Power to A ppgint.Astents The surviving spouse shall:have the right to retain an accountant and/or an attorney at law for professional servipesoa behalf of the Trust Estate or Estates herein. The surviving spouse shall not be responsible-for the acts of such agents beyond his or her obligation to use reasonable care in the selection of such agents. Section 3.07_M_&.ximum.h1grLt&l Deduction Except as otherwise expressly stated herein,the term'Maximum Marital Deduction"shall not be construed as a direction by the deceased Settlor to exercise any election respecting the deduction of Estate administration expenses,the determination ofthe the Estate,tax valuation date,or any other tax election which may be available under any tax laws,,:only in suchmanner as will result in a larger allowable Estate tax -marital deduction thanif the contrary election had been made. Section.3.09 Trust Income After The First Death Following the death of either Settlor and until the death of the surviving Settlor,the Trustee shall,at least annually,pay to or apply for the benefit of the surviving Settlor all of the netincome from the Trust Estate. Section 3.09 Simultaneous Death Ifthe Settlors should die under circumstances which would tender it doubtful as to which Settlor died first, it shall.beconclusively presumed for the purposes,ofthis Trust that Gabriel E.Doenzli died.first. Ifany other REVOCABLE LIVING TRUST AGREEMENT Page.9 Beneficiary and a Settlorshould die under such circumstances,it shall be conclusively presumed that the Beneficiary predeceased such Settlor. Section 3.101 Lgg Expenses U the death of each of the Settlors the Trustee,of this Trust may,in its discretion,pay any Part of or all Pon Settlors, of the funeral and burial expenses, probate claims,administration expenses,and any estate, inheritance, succession,or other.death taxes,which are payable as a result of the death of each of the Settlors,out of that portion of the Trust Estate constitutingthe,deceased Settlor's separate Trust Sham. The Trustee may make any such,payments directly to the creditors or taxing authority in question,or may remit funds to the personal representative of the Estate of the deceased spouse fm such payments. ARTICLE FOUR Section 4.01 Common Pot Trust At the death of the Surviving Settlor,the Trustee shall not create a Common Pot Trust. All of the Trust Estate that has,not been distributed under prior Articles of the Trust Agreement shall beheld,.administered, divided,and distributed according-to the provisiow that,'follow. Section 4.02 Second Qggt On the death of the last Settlor to die(the"SurvivingSettlor"),the Trustee shall distribute the principal of the Trust and any accrued or undistributed income from the principal of the Trust in such a manner and to such persons,including the Estate or the Creditors,"directed in this Trust Agreement. Section 4.03 EMWent.of The Second Death RUgime On the death of the Surviving Settlor,the Trustee shall.pay from that portion of the Trust Estate constituting the deceased Settlor's separate Trust Share the expenses of the surviving Settlor's last illness,funeral;burial, and any inheritanceestate,or death taxes that may be due by reason of-the Surviving Settloes death,unless the Thistee,in his or her-absolute discretion determines'that other adequate provisions have been made for the payment of such expenses and taxes.. Section 4.04 Trust Income and Principal'Distribution PQPn The Death of The Surviving Trustor 1. The Trustee shall apply and distribute the net-inconte and principal of each of the shares of the resulting Trust Estate,after giving,effect to the section of this Trust Agreement entitled "Special Nrectives"to the following Beneficiaries in the indicated fractional shares. GA]EIRIEL EL BOENZLI 113 B.SEAN BOENZLI W BERTEDE E,SHOWERS W 2. If any of the above Beneficiaries,or any other Beneficiary,is under the age of 25 years when the distribution is to be made,the Trustee shall have authority to distribute the same,in whole or in part, to,a custodian for the minor appointed under a Uniform Gifts or Transfers to Minors Act,or the REVOCABLE LWWG TRUST AGREEMENT Page W Trustee may retain any such property and administer and distribute the same for the benefit of the minor,,paying to or forthe benefit of such mirror so much of the income and principal cif.the retained property from time to time as the Trustee deems:advisable for the health,education;support;and maintenance of'the minor. When the person for whom the property is held attains the age of 25 years,the:property shall thereupon be distributed to him or her free of trust unless otherwise stated in this Agreement. If the:minor should die before attaining the age of n-Ajority,.the property shall then be paid and distributed to the estate of the minor. 3. If all ofthe Settlor's Beneficiaries and their children,should.fail to survive:the final distribution of the Trust Estate,all ofthe Trust Estate not disposed of as"hereinabove provided shall be distributed as provided"form this Trust Agreement. Section 4.05 Princiggle of Itepreseuitation U>less indicated differently in this'frust Agreoment;or in the"Special Directives"section that follows,in the event any of the named Beneficiaries should.predecease both Settlors,all of that Person's,'share ofthe Trust Estate is to be divided equally among the,deceased B.erieficiary's children or issue per stirpes.:.In the event thepredeceased Beneficiary leaves no surviving children or issue,then all of that.person's share of the Trust Estate shall be divided equally.among the.remaining Beneficiaries per stirpes. If a Beneficiary'of the Settlors:survives.both Settlors,but should::failto survive to collect his or her share at distribution;that share shall pass to the surviving:issue ofthat deceased Beaeficiaryper stirpes and with right of representation. ARTICLE FIVE` Section Ski Non-Income Producing Property IDuring the joint lives ofthe Settlors,the Trustee is authorized to retainin the Trust,for so long as the Trustee may deem advisable,any property received by the Trustee from the;Settlers;whether orrnot such:property is of the character permitted by law for the.itrvestment.of Trust funds. Section 5.02 Trustee Powers The Trustee shall have;all powers conferred upon a Trustee by law for the orderly administration ofthe Trust Estate: If any propertyy is distributed outright under.the provision of this.Trust Agreement:to a,person who is a nriinor,distribution toay be.made underthe Pennsylvan' Uniform Trans#erto Minors Act(".PAUTMX').. The Trustee is.firrther authorized to sign,deliver,and/or receive any documents necessary to carry out powers,contained within this"Section.. The Trustee of any trust.created.under this Trust Agreement(including any substitute or successor Trustee) will have:and be subject to all of the powers, duties, and ,responsibilities granted or imposed by the Pennsylvania Consolidated Statutes(20 Pa.C.S.Section 101 et seq.)as-such Statute may provide at the time ofadministrat on ofthe Trust,exceptto the extent that the same are inPonsistent with the provisions of thin. Agreement. REVOCABLE LIVING TRUST AG�Mp'.I+TT Page 11 Section 5.03 Spqcific Powers of Trustee In..addition,the Trustee will have the following specific powers: 1.. TrustEstate: The Trustee may leave invested.any property coming iurto its.hands.hereunder in any form of investment even though the investment may not be of the character of investments permitted by law to trustees, without liability for loss or dcpreciationin value. The Trustee may sell, exchange,or otherwisediispose of and reinvest property-which may at anytime be.a part of the Trust Estate upon,such terms and conditions as.the Trustee may deem advisable. The Trustee may invest and reinvest the Trust Assets from time.to time in any property,real,personal,or mixed,including without limitation, securities of domestic and foreign corporations and investment trusts or companies,bonds,debentures;preferred stocks,common stocks;mortgages,mortgage participation, and interests in cohimon trust funds;all with complete discretion to convert realty into personalty or personalty intorealty or otherwise change the character of the Trust Estate,, even though such :investment(by reason of its character;amount,proportion to the total Trust Estate,or otherwise) would not be considered appropriate for a fiduciary apart.f m this provision orad even though such investment caused pari or all of the total Trust Estate to be invested in investments of one type or of one business or company. 2. Holding Property: The Trustee may hold property.in then Trustee's name,as trustee,or in the name of a nominee without disclosing the Trust. 3. Release of Power: Ifthe Trustee deems it to be in the best interestol=the Trust and its Beneficiaries, the Trustee, by written instrument signed by such Trustee, will have the power and authority to release,disclaim,or restrict the-scope of any power or discretion granted in this TrustAgreement or implied:by law. 4. Agents, Employees: The: Trustee may employ one or more agents to perform any act of .administration,whether or not discretionary,including attorneys,auditors,investment managers,or others,as the Trustee shall deem necessary or advisable. The7rustee may compensate agents and other employees and may delegate to them anyand all discretions:and powers: 5. Leases:The Trustee may lease any Trust Assets generally or for oil,gas,and mineral:development, even though.the.lease term may extend beyond the term of the Trust of which the property is a part., The.Trustee may enter into any covenants and agreements relating to the property so leased or concerning any improvements which may then or thereafter be erected on such property. b: Common Funds: The Trustee may hold any of Trust Assets in a.common fundwith property from other trust estates and.may make investments jointly with any other,trust,the property of which is included in the common fund. 7. Securities: With respect to securities held in the Trust.Estate, the Trustee may exercise all the :rights,powers, and privileges of an owner, including but.not limited to;the power to vote, give proxies,and to pay assessments and other sums deemed by the Trustee necessary for the protection of the Trust Estate. In addition, the Trustee may participate in voting trusts, foreclosures, reorganizations,consofidations,mergers;and liquidations,and in connection therewith,to.deposit securities with and transfer title to any protective orothercommittaeunder such terms as the'fTrustee miay deem advisable. In addition,the Trustee may exercise or sell stock subscription or conversion rights and may accept and retain as an investment,any securities or other property-received through 1 EVOCABLE LIVt1�TG TRUST'AGREEMENT IT Page 12. the exercise of any of the foregoing powers, regardless of any limitations elsewhere in this instrument relative to investments by th6 Trustee. 8. Purchases from Estate- The Trustee may purchase property of any kind from the Executor or Administrator of our Estates. 94 Lending; The Trustee may make loans,secured or unsecured,,to the Executor or Administrator of our Estates,,to any Beneficiary of the Trust,or to the Trustee. Further,the Trustee may use Trust Assets to guarantee obligations of any incolneBeneficiary of the Trust(unless such Beneficiary is serving as Trustee). 10. Distributions to or for Beneficiaries.-- The Trustee may make any distribution contemplated by this Trust Agreement(1)to the Beneficiary;(2)if the Beneficiary is under a legal disability or if the Trustee determines that the Beneficiary is unable to properly manage his or her affairs,to a person Airnishing,stipp6it,maintenance,oreducation forthe Beneficiary or with whom the Beneficiary is residing for expenditures.on the Beneficiary's eneficiary's behalf,or(1)ifth&Beneficiary is a minor,to a trustee of an existing trust.established exclusively for the benefit.cif such minor,whether created by this Trust Agreement or otherwise,or to acustodian for the Beneficiary,as selected.bythe Trustee,under the Pennsylvania Uniform Transfer to Minors Act. Alternatively,the Trustee may apply all ora part ofthe distribution for theZeneficiary's benefit Any distribution under this paragraph will be a full discharge ofthe Trusteewith respect thereto. On any partial or final distribution ofthe Trust Assets, the,Trustee may apportion and allocate the assets of the Trust Estate:in cash or in kind,or.partly in cash and partly in kind,or in undivided interests in the manner deemed advisable at the discretion of the Trustee and to sell any property deemed necessary by the Trustee to make the distribution. The Trustee may distribute gifts of up to$10,000.00 per year per donee out of principal and/or interest. 11. Insurance-: The Trusteemay purchaseneW life insurance, pay the premiums on existing life insurance on the life of Trust Beneficiary,.purchase arimifties(either commercial or private) from any corporation,trust,or individual,andmay procure and pay the premiums on other insurance of the Idnds,forms,and amounts deemed advisable by the Trustee to protect the Trustee and the Trust Estate 12. Borrowing7 The Trustee may borrow money from the Trust Estate and others. To secure the repayment thereof,the Trustee may mortgage,pledge,or otherwise encumbet part or all ofthe Trust Assets,and in connection with the acquisition of.any property,the Trustee may assume a liability or,may acquire property subject to a liability. 13. 'Repairs: The:Trustee may make ordinary and extraordinary repairs and alterations to buildings or other Trust Assets. 14. Reserves.- The Trustee may establish such reserves out of income for taxes;assessmentsrepair,and maintenance as.the Trustee.considers appropriate. 15. Continuation of Business: The Trustee may continue any business or businesses in-which the Trust has an interest at the time ofthe SetdoW death for so long as the Trustee may,in its sole discretion, considernecessary ordesirable,whether or not the:business is conducted by the Settlors at the time of their death individually,as aparthership,oras a corporation wholly owned or controlled by them, REVOCABLE WANG TRUST AGREEMENT Page 13, with full authority'to sell, settle, and discontinue any of them when and..upon such terms and conditions as the Trustee may,in its sole discretion,consider necessary or desirable; 16. Retain Property for Personal'Use. The Truce may retain..a residence or other property for the :personal use of a Beneficiary and allow a Beneficiary to use or oceupythe retained property free of rent and maintenance expenses. 1.7. Dealings with Third Parties: The Trustee may deal.with any person or entity regardless of relationship or identity of arty,Trustee,to or with that.person.or.entity. The,Trustee may hold or :invest any part.of or all.of the Trust Estate in common or undivided interests with that person or entity., 18. Partitions, Divisions, Distributions; The Trustee will have the power to make all partitions, divisions,and distributions contemplated by this Tirust Agreement Arty partitions,divisions, or other distributions may be made in cash,in kind,or.partly.in cash and-partly in kind,in.any manner that the Trustee deems appropriate(including composing,shares differently), The Trustee may determine the value of any property, which,valuation,will be binding on all. Beneficiaries. No adjustments are required to compensate for any partitions,divisions,or.distributions having unequal consequences to the Beneficiaries. 19. Claims,Controversies: The Trustee may maintain and defend any claim orcontroversy by or against the:Trust without.the joinder or consent.of any, B+enef ciazy. The Trustee may commence or defend at:the expense.ofthe Trust any litigation withrespect the Trust or any:property of the Trust Estate as the Trustee may neem advisable.. The Trustee.may employ,for reasonable compensation,such counsel,as the Trustee shall deemladvisable for that purpose. 20. Merger of Trusts:: If at any time the Trues of any trust created hereur►der.shall also be acting as trustee of any other trust created by trust instrument or by trust declaration for the benefit of the same beneficiary-or beneficiaries and upon:substantially the same terms and conditions,the Trustee 'is.authorized and empowered,if W the Trustee's discretion such action.is in the best interest of the Benef ciaryorBeneficiaries,totransfe9r'and nderge all.oftbe:asssetsthen held,un0ersuch trusterreatieri ,pursuant.to this Trust.Agreement to and with such other trust and thereupon to terminate,the trust created pursuant to this Trust Agreement The Trustee is further authorized to accept the assets of any other trust which may be transferred to any trust created hereunder and to administer and distribute such assets. and properties so transferred in accordance with the provisions of this Agreement. `21. 'Termination of Small Trust-t Any corporate Trustee which is serving as the sole Trustee of any Trust or any Share,thereof may at any time terminate such Trust or Share.if,in the Trustee's,sole judgment;the continued tnanagement of such Trust or Share is no longer economical because ofthe small size of such Trustor Share and if such action will.be deemed to be in the best interests:of the Beneficiary or Beneficiaries. In case of:such termination,the Trustee will_distribute forthwith the share of the Trust.Estate so .terminated to the income Beneficiary, per stirpes. Upon such distribution,:such Trustor.Share will terminate and the Trustee will.not W.liable or responsible to any person or persons whomsoever for its action. "The Trustee will.not be liable for failing or refusingat any time to terminate any Trust or a Share thereof as authorized by this paragraph. 22. 'Power.to.Determine Income and Principal:. Dividendspayable:in stock of issuing corporation, stock splits,and capital gains will be treated asprincipal. Eiccept as Herein otherwise specifically REVOCABLE.L"G TRUST AGREEWNT Page 14 provided,the Trustee will have.full power-and authority to determine the manner in which expenses tovi are to be home and in which receipts`are to be credited as between principal and income. The Trustee has the powertodetermine what will constituteprincipal or income,and may withhold from income such reserves for depreciation ordepletion,-as the Trustee may deem fair and equitable. In deter7hining such,matters,the Trustee-may give consideration to the provisions of the Pennsylvania Statutes (or its successor statutes)'relating to such matters, but it will not be-bound by such provisions, 23. Generation-Skipping Taxes and'Payment. If the Trustee considers any distribution or termination of an interest or power hereunder as.a distribution or termination subject to a generation-skipping tax,the Trustee is authorized: 24. To augment any taxable distribution by an amount,Which the Trustee estimates to be sufficient to :pay such.tax and-charge the same to the particular trust to whicb,the tax related without adjustment of the telative interests of the Bene.ficiaries6 a, To pay such tax,.in the ewe of a taxable termination,firom the particular trust to which the tax relates without adjustment of the relative interests of the Beneficiaries. If such tax is imposed in.part by reason ofthe Trust Assets,-the Trustee will pay only the portion of such attributable.to"the taxable termination hereunder taking into consideration deductions, exemptions,credits,and other factors.which.the Trustee, eems advisable;and b, 'To postpone final termination of any particular trust and to withhold any portion or all of the Trust Estate until the Trustee is satisfied that the Trustee no longer has any liability to pay any generation-skipping tax with reference to such trustor its.:termination. Section 5.04 Special Provision for S Corporation Stock Notwithstanding what is,otherwise provided in this Trust Agreement,-if at any time the Trust contains any stock of a corporation which elects or has elected treatmentas an,"S.Corporation'as defined by Section 1361(a)(I) of the Internal Revenue Code (or any corresponding successor statuter), such stock will be segregated from the other assets of such.and treated as a separAte'trust. The Trustee will further divide the separate trust into sham for each Beneficiary and such sham will be distributed outright or,he3d in trust as herein provided. In addition,all other provisions-of this Trust Agreement will apply toeach share held in trust(and constituting a separate trust)except,that the Trustee will distribute all of the income from each separate trust toits Beneficiary inconvenient installments at least annually. It is the Settlors'intent that each separate trust will be,recognized asa"Qualified SubdhapterS Trust"("QSST`)under Section 1361(d)(2) of the Internal Revenue Code(or any corresponding successor statute). Notwithstanding any-provisions of this,Trust Agreement to the contrary,the Trustees powers and discretions with respect to the administration of each separate trust (including methods of accounting, bookkeeping, making distributions, and characterizing receipts and expenses will not be exercised-orexemisable dxceptin a manner consistent with ,allowing each separate trust to be,treated as a QSST as above described. REVOCABLE MINGTRUST AGREFAMNT Page 1.5 ARTICLE SIX Section 6.01 Coordination with Settlor's:Probate:Estate 1. At any time during the continuance ofthisTrust,inclut ibgSubsequent tothe death ofeither$ettlor, the Trustees may, in their sole and uncontrolled. discretion,distribute tor the deceased.Settlor's Probate'Estate cash and I or other property.as a Beneficiary o f•theTrust.. 2: AII,other provisions,to;the contrary nott?vit>astanding, under no circumstance&shall any restricted .proceeds,as hereinafter defined,:be either dnectly or indirectly:(i),distributed to or for the benefit of the Settlor'sExecutors or the Settloes,Probate.Estate,or(ii):used to pay aiiyother obligations°of the Settloes'Estate: The term`Pesbieted.Proceeds"nums.. a. All qualified plans;individual retirement accounts;or similar'benefits which are received or receivable by any Trustee hereunder,and,which.are paid solely to a Beneficiary-other Om the Executor of the'Settlor's,Gross Estate for Federal Estate Tax purposes,and .b. All proceeds of insurance on the Settlor's Iife wbich;if paidto a.B.eneficiary'other than the -Settlor's.Estate;would be exempt from„inheritance or similar death taxes,under applicable state death laws. Section f.02 Direction to„Minimize Taxes latheadministrationofthe Trust hereunder,its Fidiuciari' shall exercise.all:available.tax related elections, options,and choices in such a manner as they, in.their sole but reasonable judgment(where appropriate, receiving advice of tax counsel),believe will achieve the overall minimum in total combined:present and reasonably anticipated future administrative expenses and taxes of all;kinds, This applies not only to:said Trust,but.also to its Beneficiaries,to the other Trusts hereunder and their.Beneficiaries,and to the Settlor's Probate:Estate: Without limitation on the generality of the foregoing.drection.(whiA sharp to tltat.exte--supercede the usual fiduciary;duty of impartiality),such Fiduciaries shall not be accountable to any person interested in this Trust or to.Setdor's Estate for the manner in which they shall r;y out Ch1S direction to.m niiuiize overall taxes and expenses(including any decision they ma y. not toincur the expense of a detailed analysis ofalternative choices),.Even though theirdecisions in this.regard'a ay vsult in increased taxes or decreased.distributions to.the Trust, to the Estate, or-to one or more.Beneficiaries, the Fiduciaries shall not beobligated for compensation readjustments orrembursementswhichariseby.reason:ofthemanner inwhich the Fiduciaries cagy owthis direction. Section 6.0)ud=gnt and Discretion of Trustee, In the absence of proof of bad faith,all questions of construction or'interpretation of any trusts.created by this Trust Agreement will be finally and conclusively determined:solely by the Trustee,according to the Trustee's:best judgrnmt and without tecourse to any court. Each,determination by.the Trustee is b nding.on the Beneficiaries and:prospective Beneficiaries.hereunder,both in being and unborn,as well as,all other persons, firms; or corporations. The Trustee, v►�heu_exeinis'mg any.discretionary power relating to the distribution oraccumulationofprincipalorincomeortothe:termination ofanytrust,will.beresponsibleonly far lack of good faith:in the exercise,of such power. Each determination may be relied upon to-the same extent:as.if i{ were a final and binding..judicial determination. in.the event of a.conflict:between the li2EV4CABLE ISVING'Z'RCST AGREE�T Page lb. provisions of this Trust Agreement and those ofthe Pennsylvania Statutes,the provisions of this Agreement will control. ARTICLE SEVEN Section 7.01 Resolution of Conflict Any controversy between the Trustee or Trustees and any other Trustee or Trustees,or between any other parties to this Trust,including Beneficiaries,involving the construction or application of any of the terms, provisions,or conditions of this Trust shall,on the written request of either or any disagreeing party served 'on the other or,others,shall be submitted to arbitration. The parties to such arbitration shall each appoint one.person to bear and determine the dispute and,ifthey are unable to agree,then the two persons so chosen shall select a third impartial arbitrator whose decision shall be final and conclusive upon both parties. The. cost of arbitration shall be home by the losing party or in such proportion as the arbitrator(s)shall decide. Such arbitration,shall comply with the commercial arbitration rulesvfthe American Arbitration Association, 140 West 51 stStmet,New York,NY 10200. Section 7.02 Incontestability The beneficial provisions of this Trust,Agreement are:intended to be in lieu of any other rights,claims,or interests of whatsoever nature,whether statutory or otherwise,except bona fide pre-death debts,which any Beneficiary hereunder may have in Settlor's Estate or in the properties in trust hereunder. Accordingly,if any Beneficiary hereunder asserts any claim(except a legally enforceable debt),statutory election,or other right or interest against or in Settlor's Estate,or any properties of this"Trust other than pursuant'to the express terms hereof,or,directly or indirectly contests,disputes,or calls into question,before any court,the validity of this Trust Agreement,,then- 1. Such Beneficiary shall thereby absolutely forfeit any and all beneficial interests of whatsoever kind and.nature which such Beneficiary or his.or her heirs might otherwise,have under this Trust Agreement and the interests of the other Beneficiaries hereunder shall thereupon be appropriately and proportionately increased;and 2.. All,of the provisions of this Trust Agreement,to the extent that they confer any benefits,powers, orrights whatsoeverupon such claiming,electingor contestingBeneficiary,shall thereupon become absolutely void,and 3- Such claiming, electing, or contesting Beneficiary, if then acting as a trustee hereunder, shall automatically cease to be a Tnisft and shall thereafter be ineligible either to select, remove, or become"a.Trustee hereunder. Section 703 Specific Omissions Any and all,pomm and entities, except those persons And entities specifically named herein,have been intentionally omitted from this Trust Agreement. If any person or entity shall successfully challenge any term or condition ion of this Trust Agreement,then,to that person or entity shall be given the sum of one dollar ($1.00)in lieu and.in place of any other benefit,..grant,�or interest which that person or interest may have in 'the Trust Estate: REVOCABLE,LM,NG TRW AGREEMXNT Par 17 Section 7.04 Benefits Confidential The Settlors finther declare that it is their desire and intent that the provisions of this Trust Agreement are to remain confidential as to all parties. The Settlors-direct that only the information concerning the benefits paid to any particular Beneficiary shall be revealed to such individual and that no individual shall have aright to information concerningthe benefits being.paid to any other Beneficiary. Section 8.01 Distribution in Kind or in Cash, On any division of the assets of the Trust Estate into shares or partial sham,and on any final or partial distribution of the assets of the Trust Estate,the Trustee,at his or her absolute discretion,may divide and distribute undivided interests of'such as"on a pro rata Or non:pro rata basis,or may sell any part of or all of such assets and may make divisions or distributions in cash or partly in cash and partly in kind. The ,decision ofthe'Trustee,either prior to or on any division or distribution ofsuch assets,as to what constitutes a proper division of such assets of the Trust Estate,shall be binding on all persons interested in any trust provided for in this Trust Agreement... Section 8.02 Spendthrift Provision Neither the principal nor the income.of the trust shall be liable for the debts of a Beneficiary. Except as otherwise expresslyprovided in this Agreement,no Beneficiary of any trust shall have any right,power,or authority to alienate,encumber,or hypothecate his or herinterest in the principal or income of this Trustim any manner,nor shall.the interests of any Beneficiary be subject totheclairns of his or her creditors,or liable to attachment,execution,or other process of law. The limitation's herein shall not restrict the exercise ofany power of appointment or the right to disclaim. Section 0.03 Definition of Children The terms"Chile'and"ChildrW'as used in this Agreement mean the lawful issue of a Settlor or of the Settlors,together. This definition also includes children legally adopted by a Settlor'or by the Settlors together. Section.8.04 Handicapped.Beneficiaries Any Beneficiary who is determined by court of competentjurisdiction to be incompetent sbAlltiot have any discretionary tights of a Beneficiary with.respect to this Trust or to their share or portion thereof. The Trustee shall hold and maintain such incompetent Beneficiary's share of the Trust estate and shall,in the Trustee's sole discretion, 'provide for such Beneficiary as that Trustee would provide for a minor. Notwithstanding the foregoing,any Beneficiary who is diagnosed for the purposes of governmental benefits (as hereinafter delineated) as being not competent or as.being disabled, and who shall be entitled to governmental support and benefits by reason of such incompetency or disability, shall cease to be a Beneficiary of this Trust. Likewise,they shall cease to be a Beneficiary if any share or portion of the principal or income of the Trustshall become subject to the claims of anygovernmental agency for costs or beneft fees,or charges. REVOCABLF,LIMG TRUST AG3=NDM Page 18 The portion of the Trust Estate which,absent the provisions of this section,would have been the share of such incompetent or handicapped person shall be retained in tug for as longus as t4iat individual' lives. The Trustee,at his ocher sole-discration,,shall utilize such funds for the maintenance of that individual. If such. individual recovers from,his or her incompetency or disability and,is.no longer eligible for aid from any governmental agency,including costsor benefits,fees,or charges,such.individual shall be reinstated as a Beneficiary after 60 days;from such recovery and the allocation and distributioh.provisions-as statedherein shall apply to that portion of the Trust Estate which is held by the Trustee subject to the foregoing provisions of this section. If said handicapped Beneficiary* is no longer living and shall leave children then.livin&,the deceased child's share shall,pass to those children per stupes. If there are'no children,-the.share shall.be altomted.pt000rtionately among:the:ri-nminitigBenefidiaries. ARTICLE NINE Section 9.p l:Trustees All Trustees aretoserve without bond. The.following will act as Trustees of any Trusts created by this Trust Agreement,,in the following order of'succession: First: The undersigned,GARREM E.B6ENZLI and/or BETTY X BOENZLI. Second: The Surviving Spouse, Third: Atthedeath or incapteityof the Surviving Spouse,GABRrEL EL BOENZLI shall serve as Tirst Successor Trustee. Fourth, B...SFAN BOENZIA shall serve.as Second Successor Trustee. Fifth: BERTHE.E.SROWXRS shall serve.as Third Successor Trustee. Last. A Trustee chosen by,the majority of Beneficiaries,with a.parent or legal guardian voting for minorBenoficiariet;,provided,however,thatthe childrenofany deceased Beneficiary shall collectively have only one vote. Section 9.02 Allocation and Distribution of The Trust Assets 'The.Trustees shalLgIlocaie,hold,,.administer,and distribute the Trust Assets as hereinafter provided; I Uponthe death of the first Settlor,the Trustee shall make any separate distributions that have been.specified by the deceased Settlor. The Trustee shall also take into consideration the appropriate provisions of'this Ardele. 2. Upon the death of the Surviving Spouse,the Trustee shall hold,administer,and distribute the Trust Assets in the manner hereinafter prescribed. REVtJCABLI IJMGI TRUST AGREEMENT Poo,19 Section 9.03 Personal hvUM Distribution Notwithstanding any provision of this Trust Agreement to the.contrary, the Trustee must abide by any memorandum by the Settlors, particularly that contained in the section entitled "Special Directives" incorporatedinto this Trust Instrument,directing the disposition ofTrust Assets of every kind including,but not limited to,furniture,appliances,furnishings,pictures,china,silverware,. lass,booksjewelry,wearing apparel,and all policies of fire,burglary,property damage,and other insurance on or in connection with the use of property. Otherwise,any personal and household effects of the Settlors shall be distributed with the remaining assets of the Trust Estate. Section 9:04 Liabift of Trustee The Trustee will not be responsible or liable.for any loss which may occur by reason of depreciation in value of the properties at any time belonging to the Trust Estate nor for any other loss which may occur,except that the Trustee will be liable for.each Trustee's own negligence,neglect,default,or-willful wrong, The Trustee will not be liable or responsible,for the acts,omissions,,or defaults of any agent or other person to whom duties may be properly delegated.bere-under(except officers or regular employees of the Trustee)if such agent or person was appointed with due care. The Trustee may:receive reimbursement from the Trust Estate for any liability,whether in contract or in tortincurred in the administration of the Trust Estate in accordance with the provisions hereof,and the Trustee,maycontract in such form that such Trustee will be .exempt from such personal liability and that such liability will be limited to the Trust Assets. Section 9.05 Successor Trustees Any Successor Trustee shallhave all the power,rights,discretion,and obligations conferred on a Trustee by this Trust Agreement. All rights,titles,and interest in the property of the Trust shall immediately vest in: successor Trustee at the time of appointment The prior Trustee shall,without warranty,transfer to the Successor Trustee the existing Trust property.No Successor Trustee shall be under any duty to examine, verify, question, or audit the books,records, accounts, or transaction of any preceding Trustee; and no Successor Trustee shall be liable for any loss orexpense from or occasioned by anything done or neglected to be,done by.any predecessor Trustee,. A Successor Trustee shall be liable only for his orher own acts and defaults. ARTICLE TEN Section 10.01 Perpetuities Savings Clause Notwithstanding.ony otherpirovision ofthis instrument,theTrusts created hereundershall terminate not later than twenty-one(21)years after the death of the last survivor of all Settlors and any other Beneficiary or Beneficiaries named or defined in this,Trust living on the date of the death of the first Sefflor to die. The Trustee shall distribute remaining Trust principal and,all accrued or undistributed net income hereunder to the Beneficiary or Beneficiaries. If there is more than one Beneficiary, the distribution shall be in the proportion in which they are Beneficiaries;if no proportion is designated,then the distribution shall be in equal shares to such Beneficiaries. ARTICLE ELEVEN REVOCABLE LWMG TRUST AGREEMM Page 20 Section 11.01 Governing Law It isnot intended that the laws of only one particular state,shall necessarily govern all questions pertaining to all,of the Trust.hereunder. The validity of the Trust hereunderas well as the validity of the particular provisions of that Trust, shall in governed by the laws of state which has,sufficient connectionwith the Trust to support such validity. 2. The meaning and effect of the.terms of this TrustAgreement shall be governed by the laws of the Commonwealth of Perinsylvaiiia. 3. The administration of this Trust shall,be governed by the laws of the state in which the principle office of the Trustee then having,custody,of the Trust's principal assets:and records is.located. The foregoing shall apply even though the situs of some Trust Assets or the home of the Settlorla Trustee, or a,Beneficiary may at some time or times be elsewhere. Se6tion,11.02 Invalidity of AM Provision If a court finds that,any provision ofthis Trust Agreement',is void,invalid,or unenforceable,the remaining provisions ofthis Agreement will continue to'be fully effective Section I L03 HeadjW The use of headings in connection with the various-articles and sections of this Trust Agreement is solely for convenience and the:headings.are to.be given no meaning or sig0ficarice whatsoever in construing.the terms and provisions of this Agreement. Section 11.04 Internal Revenue Code Terminology As used herein,the words."Gross Estate;""AdjusteA Gross Estate,""Twatble Estate,""Unified Credit," "`State`Death Tax Credit;""Maximum Marital Deductice"Marital Deduction,"and any other word or words which from the context in which it or they are used refer to the., Internal Revenue Code shall be assigned the.same meaning as words have:for the.purposes of applying the Internal,Revenue Code to a deceased Settloes Estate. Reference to sections,.of thoInternal..Revenue.Code and,to the Internal Revenue Code shall refer to the Internal Revenue Code-amended to the date of such.Settlor's death. REVOCABLE Lr4NG TRUST AGRF.IZWNr Page 21 SPECIAL DIRECTIVES .OF GABRIEL E.DOENZLI I; GABRIEL E. BOENZLI; a resident• of the County of Cumberland, Commonwealth of Penij'syivania,,being of lawful age,.acid of sound sand disposing mind and memory, and.not acting under duress;fraud,or undue influence,;hereby.malce,publish and declare this to be my Special Directive,and I incorporate.THE GABRIEL E. BOENZLI AND BETTY. '.M.BOENZLI REVOCABLE LIVING TRUST AGREEMENT. The natural objects,of my affection are: 1. My wife- BETTY M.BQENZLI 2. MyChildren GABRIEL H.BOENZLI B.AEAN. OEl!JZLI. BERTHE E..:SHOWERS SWOND I direct that all estate and:inhentance'taxes payable as,a result of my death-;riot limited to taxes assessed on property,shall be paid out of the residue of my.Estate,and-shall not be deducted or collected. from any League,Devisee,or Beneficiary hereunder. THIRD In the evenvany ofmy,named Beneficiaries should.predeco,se' me,all©f the person's share of ire. Trust Estate.is to be divided equally among:that person's issue per stirpes,unless,otherwise started in these. directives, FOURTH. I direct that,before airy distfibution of the assets of the Trust.Estate to,the..named Beneficiaries, certain specific distributions,if any,shall'be made from the assets as:set.forth on the list attached hereto and marked"Exhibit.A.," F1F1�3 I'hereby acknowledge and accept the"Special Directives,"if any,of my spouse. "'IVOC"L LPANG TRUST AGRiE EMWM Page 22 00"N' SPECIAL DIRECTIVES OF' BETTY M.BOENZIJ L BETTY`M,BOENZLI,are~sidentofthe.CountyOf.Cumberland,'CommonwealthofPennsylvania, being of lawful age,-and of sound and disposing mind aod'ineanory,and,not acting under duress,fraud,or undue influence,hereby make;publish and.declare this to be any.Special Directive,and I incorporate THE GABRIEL E.BOENZLI AND BETTY M..BOENZLI REVOCABLE,LIVING TRUSTAGREEMENT. FIRST The natural objects of niy affection:are: 1. My husband- GABRIEL E.-,BOENZLI .2. My Children- GABRIEL H.BOENZLI B.SEAN BOENZLI. BERTHE E.SHOWERS SECOND. I direct thaf:all estate and inheritaancetaxes payable as a resctlt of my death; not limited to'taxes assessed on property,shall be paid ou't of tbox6sidue of my Estate,acid shall not:be deducte&or collected from aiay League,Devisee,or Beneficiary hereunder.. TSD Inthe event any of my named Beneficiaries should:ptedeoessecl me,all ofthat person's share ofthe Trust Estate.s`to be divided equally among that.person's issue:;per stirpes unless.otherwise stated in these directives. FOURTH I direct that;before-any distribution of the assets of the Trust Estate to the.named.Beneficiaries; certain.specific distributions,ifany,shall be made fromthe assets as set forth on the list attached:hereto and marked"Exhib#A" FIFTH I.hereby;acknowledge and accept the"Special Directives,"if any,of my spouse. REVOCABLE LIVINQ TRUST AGREEMENT Page 23 DATFDtobeieffective..thi,s.odayof AAX , -ZOP 0 SETItS:. GABRIEL E.BOENZLI TI BETTY:M.B. .EN,ZLI AC ,10 BY CO-TRUSTEES: r GABRIEL E.BOE ZLI r r $E M.B0tNzj, COMMONWEALTHOF PENNSYLVANIA. COUNTY OF CUMBERLAND ` This.instrument was acimowledged before me on the bate herein set forth by GABRIEL E..BOENZLI as Settlor and Co-Trustee to.certify which witness.my hand:and seal of office. JEFFREY D.JONES Notary Pub ,. nwealth of Pemmyivania Commissionerof Deeds C`c►i►crwrkvreaith.of Pennsylvania MY Ommissim expires Nov 17,26W COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND This-instrument was acicnowledged beforeme on the dateAer+ein set forth by BETTY M.BOENZLI as Settlor and Co-Trustee to certify which witness niy.haind and seal of office. JEFFREY D.JONES Notary.P.` on wealth of Pennsylvania Commissioner of Deeds Commonwealth of Pennsylvania MY'Commission expires Nov 17;29= REXOCABLE.LTMG TRUST AQ.,REEMENT, Page 24 CYE A" ADDTITONAL SPECIAL DIRECTIVES OF GABRIEi,E.BQEIMI.AND BETTY M.BOEE.NZU TRUS'T'EES AND SETTLOR-S OF TEE GABRIEL E.BOENMI..AND BETTY M BOENZLI REVOCABLE LIVINe TRUST We bequeath:the following,- 1Daughter, Berthe,to receive the Blanket Chest Maple Bedroom Set,Walnut Dining set w/Chairs and Sideboard, and,Mur Bin. 2. Granddaughter,10i er,torreceive°the Small Gold.hunting Case Watch with JAB initials. 3. Dmq ter,Berthe;to:receive the Gid.Celtie°Cross. 4; Son,Gabriel,to receive the Eisenha, er Chest;all Watches, Itbaca Calendar clock,400 Day.Clock,Black Forest{ ko6;,London BAc Clock(Old Eu sli}, Xubota.Trador and all Implements 5. Mechanicsburg Pftsbytedw Church Library to receive all bis b: Son; Sean,to receive Glass TopEad and Coffee Tables, Seery Desky. Hitchcock Rocking Chairs; and Pomigy1vatia.Houfe China Cupboard. 7 Daughter,Berthe,to:have first pick.of Music,Boxes the remainder are for S. In. ecogoition of previous to S'eanft, a theimh Pr nt�r►netaty gds: csUft;is to be:equally divided equally'beween B:erthe and:Grabdel. The amount left'after this is to be divided+equally between the three children. � 9 1'rLc , wau.nr tw a ItieF P:C�i�telr-Notara►' p�,y#cierro TSP RA Farm 1444 2m).GABRIEL BOENZLI -Po"2 '38! Amount from tine 37(adjusted.gross income) Tax and Me Check X You were bort before January 2,1M BGnd.'l Total boxes .: I Credits- •" it. �SP�e was boa before Jativaty 2;�0, 08W. c,hscsitsd #►39a -----€ b H yow sPotuae ttemtrsit on a swerate rEotum or yoou'were a dugl-s%t rs lien,cheat More. . .: U►39b „< 4 Standard 4Q deduGiorrs(tram Schede€e.A}.cr your standard deduedon(ses:left margin) . . . 40 74,259 PoCluedor► tor- F443 Subtract line 40 from line 38 . . . . . . . . . . . . . . . ., . . . . . . . . . . . . . . . : .. 41 X59 161) , Opapptewho �ry�ons. fii ne 38 is s152p5 or k",muitlpy$3,00 by ft mato#'on nne Ott.-ottrwtae:see imiytiac s' 42 31,950 dieckAnybox on Dns Taxable-income. Subtract lime 42 from line 41.if Ind 42 i,§more than€ine 41.,enter-0= 43 !! 39a or 39b or " Tax(499 Insifuctio ng).Gh0*ff.ariy from: a C]Fwm{a)M%- b�Focm.4972 On 44 0: who can be ;� cdairrred as a 45 Atbernative:mMIMcrrrt tax(sa fna t alai ).Atli Form$281 .. . , . . . . . . . as 48 Exams advancepremium tax.aedit repayment Attach Form 8962 . . . . . . . . . . . . . . 46 €nxtrut3lcns. 417 Add lines 44,.45,.and 46 . . . . . . . . . . . . . . . . . . ► 47 48 Foreign Igx Wit,,A>xactt Form 1116 ff required + . . . ,;, 48 +S'Oe on fig 49 C+adR.tar tdi9d and dependent cote eicpanses.A FOrm'2a4� 48 tat), . . . . . r }/ 'S0 Educa6eut.txed€ta fir�rt i?atrt 8883,fine 1$ , . ,5ti A�airiect f ,g 51 Retirement savings ocrit t wria,c edit.Attach Form:8884 . ,. . 51 or 52 tax.credit,Ant O Schodule 8812,if rettitired . . . . , , 52 53 Residerill0l'ener+gy trent Attach Form 5695 $3 54 t5ttterdfs erailtom Forma n 3M b❑_88t)t 6 Fl • 64 � Add Ines 48 through 54.These:are your total credlfs . . . . . . . . • . . . • . ..» . 55 housetiiild; ' 0,100 56 Subtract Krte:55 from line 47.If line 55 Is more thandine'47.enter-0. . . .. ... . . . . . . ► 56 0 5T Self-employment teat. Attach Schedule SE . . . . . . . . . 57 _ oiler 68 Unreported social scecu city and Medicare tax,from Farm: a Q 4137 b Q Mg . . $8 _ Taxes 59` Additional tax on IRAs,otter qualified retirement pians.,etc;.Attach Form 5328 if required. 59 60A Household employment taxes from Schedule}i . . . . . . . . . . . . . . . . . . . . . . site b First-time homebuyer credit repayment.Attach Fomi'5405 if required . . ... . . . . . . . . 60b 61 Health care.individual Witty inst uMbons) F441,yearooveMo X : , . , . ., 61 62 Taxes from, a Form 8959 'b Q Form 8980 CD Wti-cliwns:auar r:ocie{s} 62 63 Add Ones 56 throe .62.This i5 your total tax . . . . . . ► 63 0 Payments 64 Federal Income tax withheld from Forms W2 and 1099` . . . . .64 441 --�65 2044 estimated tax paymento'wo amount applied tram 2013 retum. . 65 Fax quaff have e . . . , . 66a. Earned Income craft 66a ua aaftch b Ncr4 tante combat pay Edon. .. . .of. ����, ` Schedule 8r . . . . 67 67 Aticfitional.tttifdtax txedrt Atffidi Schedule . . . 68. American opportunity credit fi86:1 orn Form 8 ,One 8 . . ,.. - 68 69 Net premium taic'cred€t,Attach Form 8982 . . 49 s�� 74 Amount.petd with.requesf for extension to file• . . . . . . , 7tt �, ,. i 71 Excess social security and:tier 1 RRTA to withheld ... . . 71 ?:: 72 Credit for federal tax on fuels. Attach Form 4138 ... . . .. 72 73 Credits from Fomr. a[],24M b RaesnMd c ltwe,ved'is❑ 73 74 Add Ones:64 66a,arid 65,6ami 67 73:These are total pa �: 0, 74 443 Refund 75 If line 74 Is more than One 03.subtract fine 63 from be 74.This is the amount you overpaid 73 1 44.3 76a Amount of fine 75 you want refunded W you.if form 8888':3s attached.die&here Mr D TSa 443 mrert deposit? ► b Routing number 0 3 1 0 1 42 2 t►c Type:. X Checktrrg Savings see ► d Atxtxtttt-number 0 3 6 2' 2 2 .2 9 6 9 Instrix:tIons. 77 Amount of pre75 you want appitad to url t5"W stared tax. ,!. 7T Amount 75 A+mount,you owe.Subtract.Une 74from One 63:Fordetatis on how m pay,see instittc tiOne ► 78 You Owe 79 Esti;mated titx penalty(see insirttctions 7g ;�G %r ' ,?<•:•w# .moi M Third Party Doe°siyau want to allow another person to discuss this retain w€tlt;the RS(see Instructions)? P . �Y okeCa*e#e below. " � No Designee name" ►s ro.r✓ number(Mm) p. Wedwe MW I ane as: atatemenu. to best my and 4 $igtl tuey aro.true,ccrrea.anQscompista:t?edazat3an of preperertrxhec�iaxpayer}'tu ted cn.a8 aEgndef�'h pma� �'� . Yaut aipneturs YanroorxEpatlen pay,8ma piano.number Herne 5,41-967-72 7 6 230.3=8 2-.2#:-2015 TIRED hots Sed Spouse's:siprraiuiq Ira}pint retia both runt atgn. Debs sp6usas n litarttiy tion PW{ase fret} i; Keep ata yotu o is tedr X # #Siri P'" " s 2-27-2015 aelrerrEproyed P04256713 Psid .. rypeprTT!!'enamp GLENN L REAS Preparer FIrds name i► GLENN L RFAB TAX SERVICE i mCa pN ► 9 3-10 6 7 7 7 7 Use only FW&adttnss ► 34755 RIVERS IDE DR S.W ALBANY OR 97321 t>tEonario. 541.,928-9727 k EEA 000956 0001 0001 000 534405-M2-0 4'PI—GHMAM, It. Freedo' m Blue PPO. P.6.BOX-535049 Pittsburgh PA 15253-5049 tg THE ESTATE OF GABRIEL E'BOENZLI 8 1451 BUC-16 V"ALLY'R' 0AD 0 q NEWPORT,PA 17074 Premium Refund . ................. 7 Check-Number 00946220. Check Date 01/27/2015 ,PWuct Name Gross ymenfamount '$41.17 I-Netpayment amount -$41.171 tiighmrkBkieshL-idand mwmark senior Hewthcornpany-arLmdopa Wentocenseo-sof the Blue Cross B.tueShield Ass.odatton. .......... .............. -............ r , aCHURCH Off'GOD HOME,INC (e ,801.N.HANOVER STREET Form PB-0'f CARLISLE,PA, 17013 RESIDENT# I UNIT STMT .DATE 803297 .. H166A 01)31!2015 RESIDENT . BERTHE SHOWERS �..s4dk Gabriel'Boenzl 1451 BUCKS VALLEY ROAD" .NENMR.T,PA 17074 TOTALAMOUNT DUE. - 17.28 DETACH AND:RETURN THIS PORTION WITH YOUR REMITTANCE $ AntCaui r airy CATE MCRiPnok. tina�ts CHARGES CRE['IrfIS, 13At.ANCE Balance ForvviLrd $,869.72 01/01/2015 Nursing Care-Private Pay 01/01.01).31 8,804.06 65.72 01101/2015'Telephone-bade fee;41/01-02106 1 31.00 9&.72. OVO4/2015 Nursing Care-Prate Pay 01/0141/04 4 1,136.000 1,232.72 01/$5/2015 Nursing Care Private Pay 41/0.5-01/06 2 568.00 1,800:72 '01/19/2015 Security Deposit-Nursing 4,867.00 -3;466 29 01/101'2015 Security Deposits-Personal Care 3,751.00 -6,817.28 Please call 717-86&3256 if you have IslatemIent questauns. We may be assisting other resident famiushn you+rl so please]leave a detailed message and call backnumber. calls will, be re#><tmed within one business d4y. fi51tEIVT.# Ci1RREIVT OVER 30 OVER 60 OVER 9D' OVER.120 D, 803297 6,81'7.28 4.00 ei#o 0.00 0:100 $61 17.28 RESIDENT NAME Gabriel Boehm f ' Fult0m1Bam%' LISTENING IS JUST THE BEGINNING! February 27, 2015 Peckman Chait LLP 29 Mainland Rd Harleysville PA 19438 Dear Mr. Peckman, RE: Gabriel E Boenzli,deceased 1/18/2015 In response to your recent inquiry concerning the accounts maintained in the name of the decedent,please be advised that the following account was open at the date of death: Checking#3622-22969,opened 3/25/02, date of death balance $77370.65, (accrued interest of$1.06 would not have been payable had the account been closed on the date of death)titled jointly always with Betty M Boenzli,with Gabriel H Boenzli as a co-holder since 5/16/12. If you should have any further questions,please do not hesitate to contact me at 717-327-2497. Very truly yours, April Billett Credit Confirmation Processor r"ai This info ' in, furni3hl9d uS MaMernt Y u 61floss Th,obank �nd IF-tn , oourtes�, YOur, gua ",1'rrInTittw 'yid j;'--�, Y, US61 oni rar?tE,(,;� the n t V Wresent ' i"Iforn,ationa,n of y of , bank or ariv, rviithe Offic .-�% is h C-r P; hY tho is "!g6rts iiriy cqij Withojori notic.- 1.800-FULTON.4 * fultonbank.com Fulton Bank,N.A.Member FDIC. Member of the Fulton Financial Family. Established in 19.95 By Samuel:A.Myers January 27, 2015 IS--W--00 Gabriel Boenzli ---- W ACCOUNT WITH p 1 DAVID M. MYERS FUNERAL HOME, INC, sworn AiwnWAt. vrs EEE NEWIOZtr.PFNNSYLVANIA 17074 PHONE(717)567-3138 SALLY A.MYERS-SUPERVISOR,FUNERAL DIRE=R 3ACKM.MYERS FUNERAL DMWMR 18 January :2015 Complete funeral expenses for Gabriel E. Boenzli Traditional funeral with :Cloth Covered Casket $ 4,69,5.:00 Concrete grave liner., grave casket device, grass and tent 95.4:00 Saturday delivery free 75.00 Grave opening- Dauphin Cemetery 1,350.00 (6:) Death Certificates 3.6.QU 'Obituary Notice- Harr aburg Newspaper 253.40: Flowers- Lana.rs Flowers 238.50 Date Marker- Snyder. Monuments 150.00 $. 71747.90 PECKMAN CHAIT LLP ATTORNEYS ATLAW 29 Mainland Road Harleysville, PA 19438 Tel: 610.825.9000 Fax: 610.825.5900 Toll-free: 866.400.2500 Offices in Plymouth Meeting &Philadelphia Email: david@peckmanlaw.com April 3,2015 Gabriel H.Boenzli 35221 Riverside Dr.SW Albany,OR 97321 RE:Trust Advertising—Cumberland Law journal&Patriot News Dear Mr.Boenzli: I am writing to follow-up with you regarding the legal advertising of the Trust m two local publications,which we recently discussed. Enclosed please find Trust Notices for the legal advertising of The Gabriel E.Boenzh and Betty M.Boenzli Revocable Living Trust in both the Cumberland Law journal and the Patriot News,along with pre-addressed envelopes and letters directed to both publications. Please send the Notices and letters to the respective publications along with checks for the required fees. The fee for the Cumberland Law journal is$75.00,and the check should be written to The Cumberbind Law journaL The fee for the Patriot News is$223.86,and should be written to The Patdot News. These fees each cover 3 separate publications of the Trust Notice,along with proof of publication. If you should have any questions regarding the enclosed,please contact my office at your earliest convenience. Sincerely yours, PECKMAN CRMT LLP By: Wey A.Bot)"ler,ksl&tant Enclosures Prime Life Interest Checkiri... *2969 — Check 421.13 Page 1 of 1 r GABRTIEI.B.:B.OS Z4I 1�StI 211 I3DPiN 06KDL QwjMMPA,'.=3 44/Zs s is--C.-4r.0 o c RA1. ,�, -4031,30 " 221: 036 2 2 2.29$9 ' gal 13 - OL=stawn Rank _ PA 1.7257 s ` Phb". 717-532-6114 .3 bus Date: �3/03/2E115 _; ` xanoh/Te11er 0008/0222 w -'. 03/03/2015 lfl:-S .00 Ftftx+r l/.aysx,uv fiilttml►ank<�ntinPhdlt rrnn/tnhlliveliTcs►.rnrPlcrlr►/rr►rn nliailneitw nrc)k+;rt Qd" RD VI I/' 017 DAM -No.. 1.41,245 , mcmwmwc=hrl,v,( Bewzl 'l' Eslza=" Dou" QFORRENT OfOR AOOW4T ; FROM PAMENT OAL 011E stt BROCKIE PHARMATBCH PO AOX. 2807 YORK PA 17405 717-854-90.28 0 0,7. 15/ls P1 nu�ent=Cts 2132 3 #..#3 .00 314.33 ** ACTIV.:'T'Y FOR .B E ZL , GABRIEL E -S ,ENQA =P' 01 02/7 8 1626684 tol SIK AS'TATIN 40 'MQ 01 * 4.00 .OQ 4,o4c Ol/:0.8:/15 762173$ 30 RUP"ERT:Dows o4s of * 4.,00 .00 4.64,d �os/15 76.2.9717 SQ. SF32TRA 1latE kICV $0. 01 * 4.;00 .00 4.000 12..00 ' 12.00 12.00YTD "D FOR MONTH DEDUCTION FOR MONTH 31:4 .33 + 12 .00 + :0.0 = 32.0 33= 314....33 = � �3 , -J7 60_274003 Foam 501312. Community Life Teem :PQ Box•8 INPUMA.,PA W61 (988)401 Federal TAX IR.- 18904" Pint Name: GABRIEL 99E EW Pa boM Number. 13824 Gaff N ii ben. 3386M Oats 0f Galt: 01/07=45 Caller: 911 or E4uWent .FMm Lotatm WEST'SHORE HOSPITAL GABRIEL B+DENZELI To Loiation: CHURCH OF GOD HOME $0 f Ii KMOVER ST CARLISLE,PA x[7013 Iowa (s) 7812 For Sanqwl 11MRIEMON I c FiCPC. NT"— UNIT PRICE' 'WHMCHAil VAN I WAY A0130 1.0 40.00 40.00 WH I HAIR 0ACH MILE E(LOADEQ) A0426 11.1 2.00 26.20 If JliW Cr all of these charges am applies to your irtscuanm bend t deductible,you areresponsible to.pay ftowthar066. tlir ,, Uy'tri the arnOuWoe supplier•. F ilure''ti*.;maimpayEri tt of the OWuOUO and co-payment coillo msuft In fu th'rs oiia i. ty:if you oma subscriber to the amtia,dari+c+e ger ice,.fie s;ovi noIxfiy the bIliing�immediately.at 1-688-463��488�toiG.free}. or 2t iV"-s imbcoach 0= Totall.Cloirgop 40 � f Descriptionf For billing inquiries,please contact.1-800-420:.XRAY(7.1'7-561-4940). :10130114 GABRIEL CHEST 1V 71010 7861 PMXPA: 17.00 1358 Patient.BOENZI.I,.GABRM 218243 Servicing Provider::Physicians :Mobile X-ray 11!21/2014 FREEDOM BLUE 3A2 $ Balance Due.reflea#s the Iropay S MAKE YOUR SEE REVERSE SIDE CtiEGKB � � � `. �} k IF Ali tl+ISURANCE' PAYABLETO MESSAGE APPEARS-[> CUNIIYFENTS: If you:have seatpayment in-...full'disregard this notice 82 24 .��..........._ ._._ .............................__...., kSEDtChi Are you or someone you know without health insurance? C i E Affordable health 1r►suranc a options are now available[ YOUR IINFOWAATION YOUR PAYMENT OPTIONS Patient Name Gabriel Boenzll � Online at www.eartisfermc.com Accaount,Number 1513393 (available 2417) Date of Service December 1.9,2014 Service Type Outpatient 8y phone-x17-960-4684 Insurance Name Freedom Blu Medi-Replc Name of Insured Gabriel Boenzll By check return section below with check Policy Number FER102760505001 Amount[due from You $10.61 ' YOUR - CHARGES Amount due �fron3 you Isd:$10.81..as of!}212212415 for The charges listed below do not reflect the discount that Outpant performed on December 19,2014. you and your insurance company received. Lab 130.65 Total Charges $150.65 TOTAL.CHARGES $180.65 Dleo untatAdpstments Given -$117.10 Insurance Payments Received -$2.94 ,Amount You Pani $0.00 J20 Amount mete From You $10.64 01 MESSAGE Villi.. Il lltt l8 3269+WASTMT 2 W-1W4324a0!4Pi 11712559.1-;3W;35731321-11'1 Your hospital bill has not been palet in full as of this date:Unless you remit the balance or contact the business office to establish an acceptable payment plan,we will have no alternative other than to forward your account to,a national collection agency.We are sure you do not wish Oft action.Your immediate would be ,greatly appreciated.Only you can o4 t credit �- 0Are you or someone you know without health'insurance? g�:.r�3u1SIE Af viable health insurance options are now available! L�Gl,i�vt�if�L. YOU :kEOYCAt CENTER ` INFORMATION ` PAYMENT OPTIONS Patient Name Gabriel Boenzli a Online at www.carlislerme.com Account Number 1518740 (available 24/7) Date of Service December 31,2014 Service Type Outpatient By phone-717-9604680 Insurance Name Freedom Blu Medi-Replc Name of Insured Gabriel Boenzli By check-return section below with check Policy Number FER102750505001 ,gyp Amount Clue From You $20.00 �D YOUR e OF ` Amo r►td,u r0 you is$2Q,00 as.of 02!22/ 015 fior The charges.listed below do not refles�-tkae disceu�t*at Outpatient*1brmed on December 31, 2014.. you and your insurance company:reoe ved. Lab 239.78 Total Charges $239.78 TOTAL CHARGES $239.78 PiscountsfAdjustments Given -$209.94 Insurance Payments Received -$9.84 Amount You Paid $0.00 Amount Due From You $20.00 A MESSAGE FOR YOU— 326"MAST T 2573242-1884324701-P;11712559-1-302;35731321-1;1 Your hospital bili has not been paid In full as of this date.Unless you remit the balance or contact the business office to establish an acceptable payment plan*we will have no aftemative other then to forward your arc.count to a ge nal collecton agency.We are sure you do not wish this action.Your Immediate payment would be greatly appreciated.Only you can protect your credit. Are you or someone.you know without health insurance? Affordable health insurance options are now avallablel f`t.ELiCAL C'&Ti TEA YOUR PAYMENT OPTIONS Patient Name Gabriel Boenzli Q Online at www.cariwerrnc.com Account Number 1516334 (available 24/7) Date of Service January 05,2015 Service Type Outpatient By phone-888.861-2271 insurance Name Freedom Blu Medi-Repic Name of Insured Gabriel Broenzii Co By check-return section below with check Policy Number HRF102750505001 Amo u AnntDue From You t is0.fl YOUR ` SUMMARY e e Amount.due from you is$15.00 as of 03131/2015 for The charges listed.below donot reflect the discount that Outpatient performed on January 05; 2015. you and your insurance company received. Lab 480.06 Total Charges $480,06 TOTAL CHARGES $480.06 l3iscountsJAdjustments Given -$428.97 Insurance Payments Received 436.09 Amount You Pah! 30.00 . Arnount lure From You $15.00 YOU.., 3265-H0,AASTUT-2618327-1907813945-P;1193211.8-1-1635;35880521-1;1 Thank you for selecting our facility for your healthcare needs.We trust your experience with us met your expectations.Your ineurance(s)hatJliave paid their portion.The balance is now your responsibility.Please remit the balance in full by the due date. __ . ....._....._......._::.__ __.._, ,.,__........_.....,_.._...... ................................... .......... _.....__............_......,.......................... ....__.... _._..... _ _.._.,_.............._..........._..............._.,......._... _....._...._........._