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Home My WebLink About09-29-15 (2) � penns�ivania 1505618403 DEPARTME TOFREVEN �X(03-14) REV-1500 OFFICIAL USE ONLY Bu�eau of Individual Taxes Counry Code Year File Number Po Box 2sosoi INHERITANCE TAX RETURN Harrisburq, PA 17128-0601 RESIDENT DECEDENT 21 15 018 3 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDm�Y Date of Birth MMDDYYYY 01 01 2015 06 06 1920 DecedenYs Last Name Suffix DecedenYs First Name MI SCHREIBER HANNA (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M� THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return � 2. Supplemental Return � 3. Remainder Return(date of death prior to 12-13-82) � q, Agricultural Exemption(date of � 5. Future Interest Compromise(date of � 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) � 7. Decedent Died Testate � S. Decedent Maintained a Living Trust Q 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) � 10. Litigation Proceeds Received � 11. Non-Probate Transferee Return � 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) � 13. Business Assets � 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number IVO V OTTO III 717 243 3341 First Line of Address 10 EAST HIGH STREET Second Line of Address City or Post Office State ZIP Code CARLISLE PA 17013 iotto[aamartsonlaw.com � '� CorrespondenYs email address: � - ' r�-� �� REGIS E WILLS • ONLV` '�-� :,,_ ;- _, �:i a -`L7 REGISTER OF WILLS USE ONLY "� ' DATE FILED MMDDYYYY � ` N CL� ,, 4� ' _..., . ...,. . � .� . �_. . ,. . . . ..,..., ,,,.� DATE FILED STAMP " �� f--' . _;r G7 Side 1 � I I�'II IIIII IIIII�IIII I III IIIII IIIII I'lll�I�II I�I�I I II ��I 1505618403 1505618403 � � � Z505618411 REV-1500 EX � DecedenYs Social Security Number oecedenesName: Sch�eiber, Hanna RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Ctosety Held Corporation,Partnership or Sole-Proprietorshtp(Schedule C)......... 3. 4. Mortgages and Notes Receivable(Schedule D).................................................... 4. 5. Cash,Bank Deposits and Miscellaneous Personai Property(Schedule E).......... 5. Z 3 4,8 8 9-8 0 6. Jointly Owned Property(Schedule h� ❑ Separate Billing Requested............ 6. Z 3,5 8 5•8 8 7. Inter-Vivos Transfers 8 Miscelianeous N -Probate PropeRy (Schedule G) � Separate Bflltng Requested..,......... �. 8 6 D,?9 3.12 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. Z,0 0 9,2 6 8•8 a 8. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 4 U,8 O 4 -9 9 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 3,2 4 9•4? 11. Total Deductions(totai Lines 9 and 10)................................................................ 11. 4 4,O 5 4 •4 6 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 9 6 5,214 •3 4 13. Charitable and Govemmental Bepuests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value SubJect to Tax(Line 12 minus line 13)............................................... �q, 9 6 5,214•3 4 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.o0 15. D•0 0 16. Amount of Line 14 taxabte at fineal rate X .Oa5 9 6 5,214 •3 4 16. 4 3,4 3 4 •6 5 17, Amount of Line 14 taxabte at sibling rate X.12 0-0 0 17. 0•0 0 18. Amount of Line 14 taxable at collateral rate X.15 0•0 0 18. 0•0 0 t9. T�►xoue................................................................................................................ �s. 43,434 •65 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Under penatUes of perjury,I dedare I have examined this retum,indudtng accompaming schedules and statements,and to the best oi my knowledge artd be6et, it is We,carred and complete.Declara@on of preparer other than fhe person responsible tor flting the retu is based on aU lnfortna@on of which preparer has arry knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FlLfNG RETURN �onathan Schreiber ,��• �A� \. ADDRES 6 Lu n int Lane,Essex, MA 01929 SIGNA EPAR N REPRESENTATNE IVO V.OKO III DATE . �� /� ADDRESS 10 East High Street,Ca�lisle, PA � �I��I��I ll��l��'I�I��!II�I III��I II�I)��I�II��I��)(�t� Side 2 1505618 4 Z b � PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Schreiber,Hanna 21-15-0183 Under penalties of perjury,I declare that I have examined this retum,indudtng accompanying schedules and statements,and to the best of my knowledge and belief,it is true,conect and complete.Deciaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. t Signature#2 � N1me • Richard Schreiber Address1 301 Robinso�Road Address2 City,State,Zip Newport.PA 17074 Date Z� ��'S REV-1500 EX Page 3 File Number 15-0183 Decedent's Complete Address: DECEDENT'S NAME Schreiber, Hanna STREETADDRESS 74 Magaw Avenue CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (�) 43,434.65 2. Credits/Payments A. Prior Payments 40,000.00 B. Discount 2,105.26 Total Credits(A +g) (2) 42,105.26 3. Interest �3� 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. �q� Check box on Page 2,Line 20 to request a refund 5, If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) �,329.39 Make Check Pa able to: REGISTER OF WILLS AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred:............................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ Ox c. retain a reversionary interest;or............................................................................................................... ❑ ❑X 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 receivingadequate consideration?.................................................................................................................... ❑x ❑ 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑x ❑ 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................................. ❑X ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)�. For dates of death on or after January 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 retum 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 iransfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)j. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)). . The fax rate imposed on the net value of transfers to or for the use of the decedenYs 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-1508 EX+(OS-12) SCHEDULE E pennsyivania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFREVENUE INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Schreiber, Hanna 21-15-0183 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on scheduie F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 PNC Bank 31000274784-Certificate of Deposit 7,498.22 Accrued interest on Item 1 through date of death 0.15 2 PNC Bank 31800255195 -Certificate of Deposit 6,085.10 Accrued income on Item 2 through date of death 0.33 3 Diakon Lutheran Ministeries- Buy back of cottage at 78 Magaw Avenue,Carlisle, PA 17015 121,275.00 4 US Department of Treasury-Refund from 2014 federal income tax return 31.00 TOTAL(Also enter on Line 5, Recapitulation) 134,889.80 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.08-12) Rev-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENTOFREVENUE �OINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Schreiber, Hanna 21-15-0183 Ii an asset was made joint within one year of the decedenYs date of death,it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Jonathan Schreiber 6 Lufkin Point Lane Son Essex, MA 01929 B, Richard Schreiber 301 Robinson Road Son Newport, PA 17074 C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH VALUE OF NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE DECD�S DECEDENT'S INTEREST TENANT JOINT JOINTLY-HELD REAL ESTATE. INTEREST 1 A,B 04/17/1996 PNC Bank checking 5000706209 32,715.16 33.300% 10.894.15 2 A, B 04/17/1996 PNC Bank checking 5000839706 8,083.27 33.300°/a 2,691.73 TOTAL(Also enter on Line 6, Recapitulation) 13,585.88 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.01-10) Rev-1510 EX+�OS-09) SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENTOFREVENUE MISC. NON-PROBATE PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Schreiber, Hanna 21-15-0183 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of lhe REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TR�ANSFER.SATTACN A CO Y OF TIHE DE�ED�OR REAL ESTATE. VALUE OF ASSET INTEREST ��F APPLICABLE) VALUE PNC Investments 039-321-699 1 Cash Balance-Hanna Schreiber Austrian Restitution 200,507.83 100.000% 200,507.83 Trust; Beneficiaries,Jonathan Schreiber,son, 50%; Richard Schreiber,son, 50% 2 6,728.73 George Putman Balanced FD CL-A-Hanna 113,648.25 100.000% 113,648.25 Schreiber Austrian Restitution Trust; Beneficiaries, Jonathan Schreiber,son, 50%; Richard Schreiber, son,50% 3 22,278.285 Putnam PA TAx Exempt Inc CL-A-Hanna 206,965.27 100.000°/a 206,965.27 Schreiber Austrian Restitution Trust; Beneficiaries, Jonathan Schreiber,son, 50%; Richard Schreiber, son,50% 4 Western Southern Annuity Contract#W0020184643- 103,128.99 103,128.99 Beneficiaries: Richard Schrediber,son, 50%; Jonathan Schreiber,son,50% 5 Western Southern IRA W0021475645-Beneficiaries: 39,746.99 39,746.99 Richard Schreiber,son,50%;Jonathan Schreiber,son, 50% 6 Adrienne Schreiber-Gift within on year of date of 2,906.00 3,000.00 0.00 death 7 Jonathan Schreiber-Gift within on year of date of 14,100.00 3,000.00 11,100.00 death 8 Laura Schreiber-Gift within on year of date of death 3,100.00 3,000.00 100.00 9 Marion Fluchere-Gift within on year of date of death 14,100.00 3,000.00 11,100.00 Total of Continuation Schedule ee attached page TOTAL(Also enter on Line 7, Recapitulation) 860,793.12 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09) Rev1510 EX+(OS-09) SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCETAXRETURN MISC. NON-PRO�BATE PROPERTY RESIDENT DECEDENT continued ESTATE OF FILE NUMBER Schreiber, Hanna 21-15-0183 ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFERSATTACFITA COPY OF THE DEED FOR REAEEST TE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 10 Richard Schreiber-Gift within on year of date of 14,100.00 3,000.00 11,100.00 death 11 PNC Bank Savings 5114315281 -Hanna Schreiber 163,395.79 100.000% 163,395.79 Austrian Restitu TRT Hanna Schreiber,TTEE URTAD 5/30/2000; Bene�ciaries:Jonathan Schreiber,son, 50%; Richard Schreiber,son, 50% TOTAL(Also enter on Line 7, Recapitulation) 860,793.12 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09) REV-1517 EX+�08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND R SEDENTDEC ENT URN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Schreiber, Hanna 21-15-0183 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MB R q, FUNERAL EXPENSES: See continuation schedule(s) attached 2,175.22 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attorney's Fees 37,748.86 See continuation schedule(s) attached 3. Family Exemption: (if decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zi� Relationshi�of Claimant to Decedent 4. Probate Fees 325.50 See continuation schedule(s)attached 5. AccountanYs Fees 6. Tax Return Preparer's Fees 325.00 7. Other Administrative Costs 230.41 See continuation schedule(s)attached TOTAL(Also enter on line 9, Recapitulation) 40,804.99 Copyright(c)2013 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Schreiber, Hanna 21-15-0183 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex e�s 1 Cremation Society-Funeral Expense 100.00 2 Funeral -Family memorial service 2,075.22 H-A 2,175.22 Attorney Fees 3 Martson Law Offices-Estimated for PA Inheritance Tax purposes 37,748.86 H-62 37,748.86 Probate Fees 4 Cumberland County Register of Wills-Probate Fee 325.50 H-B4 325.50 Other Administrative Costs 5 Cumberland County Register of Wills-Additional probate fees 50.00 6 Miscellaneous Expenses 145.47 7 Postage 34.94 H-B7 230.41 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1572 EX+�12-12) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENTOFREVENUE MORTGAGE LIABILITIES AND LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Schreiber, Hanna 21-15-0183 Report debts incurced 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 Greg Schreiber-Medical bill reimbursements 1,140.00 2 Home Instead-Home medical care 768.29 3 IRS-2014 Estimated tax payment 600.00 4 PA Department of Revenue-2014 PA taxes 131.00 5 PPL-Account payable 148.48 6 Richard Schreiber-Reimbursment for expenses paid 149.47 7 Suburban Propane-Account payable 312.23 TOTAL(Also enter on Line 10, Recapitulation) 3,249.47 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-12) REV-1513 EX+(01-10) pennsyivania SCHEDULE J DEPARTMENT OFREVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Schreiber, Hanna 21-15-0183 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(Sl RECEfVING PROPERTY (Words) ($$$) 's s I TAXABLE DISTRIBUTIONS [include outright spousal ' distributions,and transfers under Sec.9116 a 1.2 Marion Fluchere Daughter-in-Law Schedule G-9 11,100.00 301 Robinson Road Newport, PA 17074 Adrienne Schreiber Granddaughter Schedule G-6 301 Robinson Road Newport, PA 17074 Jonathan Schreiber Son 50%share of 477,007.18 6 Lifkin Point Lane residue; Essex, MA 01929 Schedule G -1,2,3,4,5,7,11 Laura Schreiber Granddaughter Schedule G-8 100.00 301 Robinson Road Newport, PA 17074 Richard Schreiber Son 50%share of 477,007.16 301 Robinson Road residue; Newport, PA 17074 Schedule G -1,2,3,4,5,10,11 Total 965,214.34 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) F��FILES\Clients\8560 Schreiber\8560.I.wi112012.wpd t �� . LAST WILL AND TESTAMENT I,HANNA SCHREIBER,of South Middleton Township,Cumberland County,Pennsylvania, being of sound and disposing mind and memory,do hereby make,publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property)shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid,even though on proceeds of insurance or other property not passing under this Will. 2. I give,devise and bequeath all of my estate,both real and personal property,in equal shares, unto my sons, JONATHAN SCHREIBER and RICHARD SCHREIBER. 3. In the event my son,JONATHAN SCHREIBER,shall fail to survive me,but is survived by his spouse, VALDA GOWING SCHREIBER,then I direct that his share shall be distributed to his spouse,VALDA GOWING SCHREIBER.In the event that my son,RICHARD SCHREIBER,shall fail to survive me, then I direct that his share shall be distributed to his spouse MARION FLUCHERE. In the event neither of my son, RICHARD SCHREIBER, and my daughter in law, MARION FLUCHERE, shall survive me, then such share shall be distributed equally to my grandchildren,ADRIENNE,LAURA and GREGORY. In the event that either of my sons shall fail to survive me and not leave issue surviving, then such deceased son's share shall be added to the share of my other son as if originally a part thereof. 4. I nominate, constitute and appoint my sons, JONATHAN SCHREIBER and RICHARD SCHREIBER, or their surviving spouses above named, as the case may be, as Executors of my estate. jt� H.S. Page 1 of 3 Pages , , . 5. I direct that neither my Executors nor my Trustee shall be required to tile a bond to secure the faithful performance of their duties in any jurisdiction. 6. I authorize and empower my Executors, in their sole and absolute discretion,to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash,property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executors, consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition,I direct that my Executors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 9th day of January, 2013. �,j, a � I C��,�1,� D- �GC'L'�-C�1��,)�h- (SEAL) ; Hanna Schreiber , Page 2 of 3 Pages SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,as and for her Last Will and Testament,in the presence of us,who at her request,have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. � �� r'/ �2-�u-�=�� <�-�y� "�,,-_._,-- S� �' COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, Hanna Schreiber, Ivo V. Otto III, and ;�,(�t�t' t�L � ��%�`��%��'�1 , the Testatrix and the witnesses,respectively,whose names are signed to the foregoing instrument,being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ._��,L,�/1,�1;��c� �C��v'� ��--el�. Test trix Witness �' I '`" ��'-;�,-� �� • �'-�,�, �?�-:, Witne� Subscribed, sworn to and acknowledged before me by Hanna Schreiber,the Testatrix, and subscribed and sworn to before me by Ivo V. Otto III and ��1�C-�(L � C C`��;; �l,`i1 , the witnesses, this 9`h day of January, 2013. , . /,�'/� �-,\� • / ��t.l� �� • ��1�c,t�. CCMMONWEt�i.TFi 0�PENVSYLVANtA Notary Public !�u[arial Sea! Melissa A.Schciiy,Notan/Public South Midd!eton?"�,�,p,,Cuir+t�i1�"d�ounfi� FAy Cotnml��on�a�>>� 5)an �a 2Q]a --I P�emLer.Per nsvl�+,i�t �.;r.`on t r„t<�-,-. Page 3 Of 3 PageS F.V�[LES\Clients\8560 Schreiber\8560.I.wi1120I2.wpd t �� . LAST WILL AND TESTAMENT I,HANNA SCHREIBER,of South Middleton Township,Cumberland County,Pennsylvania, being of sound and disposing mind and memory,do hereby make,publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property)shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid,even though on proceeds of insurance or other property not passing under this Will. 2. I give,devise and bequeath all of my estate,both real and personal property,in equal shares, unto my sons, JONATHAN SCHREIBER and RICHARD SCHREIBER. 3. In the event my son, JONATHAN SCHREIBER,shall fail to survive me,but is survived by his spouse, VALDA GOWING SCHREIBER,then I direct that his share shall be distributed to his spouse,VALDA GOWING SCHREIBER.In the event that my son,RICHARD SCHREIBER,shall fail to survive me, then I direct that his share shall be distributed to his spouse MARION FLUCHERE. In the event neither of my son, RICHARD SCHREIBER, and my daughter in law, MARION FLUCHERE, shall survive me, then such share shall be distributed equally to my grandchildren,ADRIENNE,LAURA and GREGORY. In the event that either of my sons shall fail to survive me and not leave issue surviving, then such deceased son's share shall be added to the share of my other son as if originally a part thereof. 4. I nominate, constitute and appoint my sons, JONATHAN SCHREIBER and RICHARD SCHREIBER, or their surviving spouses above named, as the case may be, as Executors of my estate. �� H.S. Page 1 of 3 Pages 5. I direct that neither my Executors nor my Trustee shall be required to tile a bond to secure the faithful performance of their duties in any jurisdiction. 6. I authorize and empower my Executors, in their sole and absolute discretion,to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share;to employ agents, attorneys and proxies and to delegate to them such power as my Executors, consider desirable and to pay reasonable compensation for such services as may be rendered by such agents,attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition,I direct that my Executors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 9th day of January, 2013. i t(�;/'L;�,�1,, b- �C��L'i-Q/1��!'�`c- (SEAL) Hanna Schreiber , Page 2 of 3 Pages SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,as and for her Last Will and Testament,in the presence of us,who at her rec�uest,have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. �� '� Q-t-�--�� i �_��yv� (..�..- COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) We, Hanna Schreiber, Ivo V. Otto III, and ''�1��' �.�� U�i�(�i:-%t�� , the Testatrix and the witnesses,respectively,whose names are signed to the foregoing instrument,being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. .---+-t�,��l,%L��c� ��ti'� �-��—��. � ; � Test trix Witness � _ � � J . `/=� �� 11 �� Witne�s Subscribed, sworn to and acknowledged before me by Hanna Schreiber,the Testatrix, and subscribed and sworn to before me by Ivo V. Otto III and ��C1 f�. � ��k�kJ �� , the witnesses, this 9`h day of January, 2013. ��1 '� ,, ,r �� L;��-�� . � COMMOiVWEALTFi 0�PEPtNSYLVANIA Notary Public N�tarial See! Melissa A.Scholiy, 'dot�r,�PubGc South Midc,' ton Trap Cum x:�j d r�u��dA_.! !`9y Curnmi �on�f�m s lara iQ 241a I ` r•,��,��r.r�E:r,��r._h;, , r .f:�G� t ��;t�, _, Page 3 of 3 Pages � i r � / p � . ` ' (/ �� J�-/�`�' � �3= , TRUST AGREEMENT made this,3� day of , 2000, by and between HANNA SCHREIBER, residing at 74 Magaw Avenue, Carlisie, Pennsylvania, herein- after referred to as "Grantor"; and the said HANNA SCHREIBER, hereinafter refeRed to as "Trustee". - Reference in this Trust to the'Trustee" shall be deemed a reference to whomever is serving as Trustee or Co-Trustees, whether original or successor. WITNES3ETH: That the Grantor has this day delivered to the Trustee the property described in Schedule A, attached hereto, and the Trustee agrees to hold, administer and distribute all of the aforesaid assets (together with all additions thereto and all reinvestments thereofl as the principal of a trust estate in accordance with the terms and provisions hereinafter set out. ARTICLE FIRST — INTRODUCTION Identification of Trust. The trust created by this Trust Agreement may be referred to as, and is sometimes herein called, the HANNA SCHREIBER AUSTRIAN RESTITUTION TRUST under Trust dated (u/t/d) 3 O �'�'� �� , 2000, the corpus of which Trust consists of funds which have been distributed to the Grantor by the Austrian government as restitution for National Socialist persecution. ARTICLE SECOND APPOINTMENT OF TRUSTEE A. Original Trustee. The original Trustee under this Declaration of Trust shall be HANNA SCHREIBER, to serve with all of the obligations, powers and authority contained in 1 cinicial� R� � <::'� � . ,,. .- �' ., �' � }�this Trust Agreement. > B. Successors. Upon the death or resignation of HANNA SCHREIBER, or if for any reason whatsoever she ceases to serve as Trustee hereunder, then the Grantor's sons, JONATHAN SCHREIBER and RICHARD SCHREIBER, shall serve as Co-Trustees, or the survivor of them as sole Trustee. In the event that any person shall be acting as a Trustee hereunder, for � whom no person shall be named or designated a substitute, or for whom no person so named or designated shall be available to act, then such person acting as a Trustee hereunder shall designate, in writing, a substitute Trustee hereunder to succeed him or her in the event of death, resignation or inability to act, or if in the event no such successor has been designated by an acting Trustee, then I authorize and empower the beneficiaries hereunder to designate, in writing, a substitute or successor Trustee. C. Successor's Powers and Duties. Any person becoming a Trustee as provided in this Declaration of Trust, immediately shall have and may exercise all or any of the powers and discretions which that individual would have had as if appointed the initiat Trustee and shall succeed to all title of the Trustee to trust properties and to all of the rights and duties of the initiaf Trustee under this instrument. D. Right of Resi nation. Any Trustee under this Declaration of Trust may resign at any time, without stating or giving any reason for his or her resignation. A resignation shall be effective upon acceptance of the trust by the successor Trustee. Acceptance of the trust shall be signified by the written consent of the successor Trustee. When the resignation becomes effective, the Trustee so removed shall promptly transfer and deliver to the successor Trustee all property of the trust then in his or her possession or control. A determination that an individual Trustee is incompetent shall be deemed a resignation by the individual Trustee as of the date of that determination. 2 (initial) f �:� ;� , , � � , E. Apqointment of Co-Trustee. Any Trustee serving may appoint a Co- Trustee to serve with such Trustee. Acceptance of the trust shall be signified by the written consent of the Co-Trustee so appointed. No Trustee's commission shall be payable to the Co- Trustee so appointed unless approved by all of the beneficiaries of the Trust (excluding the Grantor). F. Waiver of Bond. No Tnastee named herein shall be required to give or post � any bond or undertaking for the faithful performance of his or her duties as such. ARTICLE THIRD THE TRUST ESTATE Additional property may be added to the trust estate at any time by the Grantor, or by any person or persons, by inter vivos or testamentary transfer. Receipt of such additions shall be consented to and acknowledged by the Trustee. All such original and additional property is referred to herein collectively as the "Trust Estate", and shall be held managed and distributed as herein provided. ARTICLE FOURTH DECLARATION OF REVOCABILITY The Grantor expressly reserves the right, by signed instruments duly acknowledged and delivered to the Trustee during the Grantor's life to(1)withdraw property from this trust in any amount and at any time; (2) add other property to the trust; (3) alter or amend all or any part of the provisions of this Trust Agreement; and (4) revoke this Trust Agreement in its entirety or any provision or amendment therein. ARTICLE FIFTH INVESTMENT AND DISTRIBUTION DURING GRANTOR'S LIFETIME During the lifetime of the Grantor, the Trustee shall hold, manage, invest, and reinvest the Trust Estate, and shall collect the income thereof, and shall pay or apply so much 3 n�c�al� ! , , � �, � � �' I II �I of the net income and principal to or for the benefit of the Grantor as the Trustee shall determine � , in her absolute discretion. The Trustee shall accumulate any undistributed income and add same to the principal of the Trust Estate. ARTICLE SIXTH DISTRIBUTIONS ON DEATH OF THE GRANTOR Upon the death of the Grantor: - A. Grantors Debts BeQuests Administration Expenses and Taxes. The Trustee may, in the Trustee's sole and absolute discretion, pay to or on behalf of the estate of the Grantor such amounts as may be needed for the payment of the Grantor's legally enforceable debts, funeral expenses and expenses of administering her estate. The Trustee shall pay all death taxes payable as a result of the Granto�'s death or in respect of any property held hereunder or passing under the Grantor's Will or otherwise, but excluding any tax resulting from (a) the Grantor being considered a deemed transferor of a generation-skipping transfer, or (b) property which may be included in the Grantor's gross estate pursuant to Section 2044 of the Internal Reverwe Code, provided, however, that any such payment shall not include property of the Trust Estate which is not includible in the Grantor's gross estate for Federal estate tax purposes. Such payments may be made directly to the taxing authorities or other persons entitled thereto or to the executors of the Grantor's estate. The Trustee shall have no duty or obligation to determine the correctness, validity, propriety or amount of any such debts, taxes or expenses or to see to the proper use or disposition of any such payment. The Trustee shall have no liability for any such payment made in good faith or pursuant to the request or instructions of the executors of the Grantors estate. Any decision made by the Trustee as to the amount and manner of any payments authorized o�directed to be made by this paragraph shall fully protect the Trustee and shall be conclusive and binding upon all persons interested in the Trust Estate. • c�a�c�a1) 4 �Y�� : Y B. The Trustee shail then distribute the remaining Trust Estate to the Grantor's ; � sons,JONATHAN and RICHARD, or all to the survivor, except that should either of the Grantor's j; +i said sons not survive the Grantor but leave issue who survive her, then the issue of such predeceased son shall take the share which his or her parent would have taken had he or she survived me, per stirpes. C. Nofinrithstanding anything to the contrary herein contained, if and so often as any trust principal (other than as a result of the exercise of a discretionary power by my Trustees) or any share of my estate becomes distributable to any grandchild of mine who is under the age of Thirty (30) years when such property would become distributable to him or her, such property shall not vest in such grandchild, but shall instead be held by my Trustees, IN TRUST, in separate trusts for the following uses and purposes: 1. Until such grandchild attains the age of twenty-one (21) years or sooner dies, my Trustees shall pay to or apply for the benefit of such grandchild so much of the net income from his or her trust as my Trustees, in their absolute discretion, shall deem necessary or advisable for such grandchild's education, support, maintenance, medicat expenses, best interests and welfare, and my Trustees shall accumulate and add to the principal thereof any undistributed income. 2. Upon such grandchild attaining the age of twenty-one (21) years and thereafter, my Trustees shall pay to or apply for the benefit of such grandchild all of the net income from his or her trust at least annually. 3. Upon such grandchild attaining the age of Thirty(30)years,my Trustees shall pay over and distribute to him or her the remaining principal and undistributed income of his or her trust and such trust shall thereupon terminate. � 5 (initial) i� , � _ . _ �:�..:;.T.�:....._..�___ . ,._ ... __ � }� _ _ __ �� , ' , . ..... .. . .� r. y" '. 4. In addition to the payment of net income and principal as heretofore set forth, the Trustees, at any time and from time to time, may pay to or apply for the benefit of each grandchild out of such grandchild's trust as much of the principal thereof for such grandchild's education, support, maintenance, medical expenses, best interests and welfare, as my Trustees (other than the Tn.�stee for whose benefit the power is being exercised), in their absolute discretion, shall deem necessary or advisable. 5. If, at the inception of any such trust, any grandchild shall have attained any of the ages above set forth for distribution of principal, my Trustees shall then pay to such beneficiary such part, parts or all, as the case may be, of such principal (instead of holding same in trust) as is directed to be paid to such grandchild upon attaining such ages. 6. Upon the death of such grandchild prior to attaining the age of Thirty (30) years, my Trustees shall pay over and distribute the remaining trust principal and undistributed income, if any, to such grandchild's then living issue, per stirpes, but if none, to my then living issue, per stirpes; provided, however, that any property which would otherwise pass outright under this clause to a grandchild for whom a trust is then being held under this Article shall be added to his or her trust, to be administered and disposed of in accordance with its provisions. 7. Unless sooner terminated as heretofore provided, all trusts established under this A�ticle shall terminate twenty-one (21)years after the death of my last surviving descendant living on the date of my death and the principal of each share shall thereupon be distributed to the then current income beneficiary. ' `�, 6 (initial) � ; _�� •� � ` r�� ' , � J. � ARTICLE SEVENTH � POWERS OF TRUSTEE � Trustee shall have and may, in Trustee's discretion,from time to time exercise the following powers, in addition to any other power granted by law or herein otherwise conferred: A. to receive additional property from any source and to add it and mingle it with any trust created hereunder; . B. to invest and reinvest the principal of the trust in stocks, common, preferred or any other class, in bonds, secured or unsecured, and in other securities, in foreign exchange, in mutual funds, in common Trust funds, in commodities, equities, mortgages (including mortgages on any property owned by any income beneficiary hereunder), real estate, business enterprises, mineral rights, mine projects, investments in the nature of loans, or other properties of any kind, whether foreign or domestic without regard to the proportion which such property or property of a similar character so held may bear to the entire trust and whether or not such stocks, bonds, securities or other properties are of the nature approved for fiduciaries by the present or future laws or statutes applicable thereto; C. to hold a part or all of the Trust in cash for a reasonable period of time; to purchase and hold for periods of time non-income producing securities and other property upon such terms and conditions as Trustee may determine; to take out and maintain life insurance and health insurance policies on any income beneficiary or the spouse or issue of any income beneficiary hereunder and life insurance policies on Grantor and Grantor's spouse, if any; D. to purchase, sell,exchange, lease,mortgage, grant options upon, abandon, demolish, alter, repair in an ordinary or extraordinary manner, to sell, purchase and exercise rights and options, or otherwise deal with any real or personal property in such manner and upon such terms and conditions as Trustee shall deem proper to make, execute and deliver all proper instruments for said purposes; any lease made by Trustee may extend beyond the period fixed by statute for leases made by fiduciaries and beyond the duration of any Trust; E. to partition, without sale, any real or personal property held jointly or in common with others or distributable to one or more persons hereunder and to pay or receive consideration to effect equality of partition; to unite with any other owner in the management, leasing, use or improvement of any property; F. to amortize or not amortize premiums; to create reserves for depreciation and obsolescence, or wasting assets; to allocate receipts and disbursements between income and principal, notwithstanding that such allocations may contravene law or custom which would otherwise be applicable, so long as such allocation is, in Trustee's discretion, not unreasonable; G. to borrow money from anyone, including Trustee, for any purpose, in connection with the administration of Grantor's estate, and to assign as collateral security � cinitiai� �� : �.; - � � , ,. : . �,..,��.�,;- �.�-:_ - �, -� --... _ .. therefor any property forming a part of the Trust; to continue any existing loans, to renew or modify any existing contracts or agreements entered into by Grantor during Grantors life, and to continue any business in which Grantor was a stockholder, partner or proprietor at the time of Grantor's death; H. to compromise any and all claims, debts, accounts and causes of action in favor of or against the Trust and to give receipts and acquittances therefor; I. to retain accountants, agents, attomeys, investment advisors (except in the case of a corporate fiduciary) and such other persons as Trustee may deem advisable � in the administration of the tnast and to make such payments therefor as Trustee may deem reasonable, whether on an annual retainer basis or otherwise, and to delegate to such person any discretion which Trustee may deem proper, including by way of illustration and not limitation, discretion delegated to an investment advisor to make purchase and sales with prior consultation; the fact that Trustee shall be retained in such other capacity shall in no way affect Trustee's right to receive reasonable compensation for Trustee's services in such other capaciry in addition to Trustee's statutory commissions for acting as Trustee; J. to enter into pooling arrangements and voting trust agreements; to participate in reorganizations; to grant proxies, to deposit property with protective committees; to register securities in the names of nominees, insofar as permitted by law; to participate as a limited partner in private investment partnerships, notwithstanding that said participation may be irrevocable for a period of up to one (1) year, and notwithstanding that under the partnership agreement, limited partners may have no voice in the investment of partnership assets; K. out of the proceeds of any insurance policies, pension plan, profit sharing plan or individual retirement account death benefits held hereunder, the Trustee may, in her sole and absolute discretion, purchase assets from the estate of the Grantor or Ioan assets to the estate of the Grantor at their fair market value. The propriety of the purchase, the nature and amount of the assets so purchased, and the ascertainment of fair value shall be solely within the discretion of the Trustee, and the Trustee shall incur no liability as a result of such purchase or purchases even though such assets are not , investments in which trustees are authorized by law or by any rule of court to invest trust funds. L. without limitation by specification of the following, Trustee is expressly authorized and empowered, without any charge of self-dealing and without any increase or decrease in Trustee's responsibility and liability, to exercise any and all of the powers, authorities and discretions provided hereunder in respect of any securities issued by a corporation or in respect of any other business interest in which Trustee, as a stockholder, officer,director, partner, employee or otherwise, has a financial interest, and in respect of any securities issued by a corporate executor and Trustee or a corporation of which a corporate executor and Trustee is a subsidiary; M. to make distribution of the Trust estate in kind and to cause any share to be composed of cash, property or undivided fractional shares,in property different in kind from any other shares and for that purpose to determine the values thereof, so far as permitted by law and by other provisions of this Trust; to determine that any properry is � a (initial) lu worthless or of insufficient value to warrant keeping or protecting and to abandon any such property or to convey the same with or without consideration; N. to merge any Tn�st created hereunder with any other trust or trusts created by Grantor if any, under will or deed (if the terms of any such trust are then substantially similar and held for the primary benefit of the same persons); O. after Grantor's death, to make voluntary contributions of funds held in this Trust in Trustee's discretion to any other trust of Grantor, if any, under will or deed,either on Trustee's own initiative or at the request of any Trustee of such other trust; provided, . however, in no event is Trustee under any legal or other obligation to initiate such contribution or to comply with any request that may be made; P. all rights, powers and duties, discretionary or otherwise, herein conferred upon Trustee shall continue after termination of any Trust created hereunder and until complete distribution thereof. ARTICLE EIGHTH ADMINISTRATIVE PROVISIONS A. Bindinq Effect of Trustee's Acts. Any instrument executed by the Trustee shall bind all parties interested in the Trust, including the Trust beneficiaries. No person, including any insurance company and any trustee of a retirement benefit plan, transferring property or funds to the Trustee shall be required to see to the application of such property or funds. '" B. Release of Powers. The Trustee may release any power, authority, or discretion conferred upon the Trustee by the provisions of this instrument or by law, by filing a written disclaimer with the beneficiaries of the trust. C. Exoneration of Acts. The Trustee shall not be liable for any act performed by her in good faith or for any error of judgment or mistake of fact or law, save only for her individual acts of wilful misconduct, and shall be fully protected in any course of conduct taken in good faith in accordance with the advice of counsel. D. Successor Trustee Not Liable for Acts of Predecessors. A successor Trustee shall not be personally liable for any act or omission of any predecessor Tnastee. Any 9 (initial) ;� �-� �., s,., _ , , : .., ,� ,�:..�... ' �' �.� �° __..__. � �- � ' • � ' successor Trustee acting under this instrument may accept the trust assets delivered to him or her by or on behalf of his or her predecessor Trustee as constituting the entire Trust Estate, and the successor Trustee shall not be required to take any action to recover further assets or to investigate any acts done by any predecessor Trustee, nor shall any successor Trustee be required to bring any action to determine what constitutes the Trust Estate or to obtain possession thereof. A successor Trustee may continue to hold assets received from the predecessor Trustee in the same manner as though the assets had been originally deposited with the successor under this instrument. E. Written Notice of Events. Until the Trustee receives written notice of any death or other event upon which the right to payments from any trust hereunder may depend, the Trustee shall incur no liability for disbursements made in good faith to persons whose interests may have been affected by that event. Any notices or other communication required or permitted by this instrument to be delivered to or served on the Trustee shall be deemed received by the Trustee when personally delivered to the Trustee, or, in lieu of such personal delivery,when deposited in the United States mail,certified mail with postage prepaid,addressed to the Trustee at her business or personal address. F. Certified Copies of Trust Instrument. Any person may rely on a copy or portion of this trust instrument certified by a notary public to be a true copy or portion of this trust instrument. Anyone may rely on any statement of fact certified by anyone who appears from the original copy or portion of the trust instrument or a certified copy or portion thereof to be a Trustee hereunder. G. Accounting bv Trustee. In order to avoid the delay and expense incidental to a judicial settlement of the Trustee's account, the Trustee shall not be required to render any annual accounting, any rule or statute of law to the contrary notwithstanding, and may at any time settle the Trustee's account by agreement with the Grantor or with any adult beneficiary or 10 (initial) `:��` -�� `� � ��'� , �, �, � �� beneficiaries then receiving the income or entitled to the principal. Such settlement and discharge shall be binding upon all the persons interested in any trust, even if then under a legal disability or unbom and shall have the full force and effect of a final judgment or order of a court of competent jurisdiction in an order or proceeding for the settlement of such account in which jurisdiction was obtained of all necessary and proper parties. Nothing herein, however, shall preclude the Trustee from having her account judicially settled, whenever she deems such � � settlement advisable. H. Pavments to Persons Who Are Incompetent or Under Age 18. If at any time or times any beneficiary is under age 18, incompetent, or it reasonably appears to the Trustee that the beneficiary is for any other reason not able to receive payments of funds, or to make intelligent or responsible use of the funds if received, then the Trustee, in lieu of making direct payments to that beneficiary, may elect to make any payment that, by this instrument, is authorized to be made to the beneficiary, either 1. To that beneficiary's parent, conservator, guardian or committee; 2. To any other person, firm, or agency, for services rendered, or to be rendered, for the assistance oy benefit of the beneficiary; 3. To accounts in the beneficiary's name with financial institutions including but not limited to banks, savings and loan associations, and brokerage firms; or 4. To the persons mentioned in "1" as custodian under the Uniform Transfers to Minors Act until the beneficiary shall attain the age of eighteen (18). The receipt by any of the foregoing persons or accounts of payments shall constitute a sufficient acquittance of the Trustee in any accounting required of, or made by, the Trustee. I. Simultaneous Death of Beneficiarv and Other Person. If pursuant to the provisions of this instrument disposition of property is made conditional upon a beneficiary � 11 c�a�t�al� s.�c��'e $��'>';�3'h � r ` � °°�,� r +�-f'. . � �' . �� . � - �. l �� .� surviving another person and there is an altemate disposition if the beneficiary fails to survive, that altemate disposition shall govem if the beneficiary and that other person die under such circumstances that there is no sufficient evidence that they died othen�vise than simultaneously. •1• Spendthrift Provision. No interest of any beneficiary under any trust created hereunder, either in income o� in principal, or in both, shall be pledged, assigned, transferred, sold or in any manner whatsoever anticipated, charged or encumbered by a beneficiary or be in any manner liable for the debts, contracts, torts, obligations or engagements of any beneficiary, voluntary or involuntary, or for any legal or equitable claims against a beneficiary, while in the possession of the Trustee. K. Final Termination. The title, powers, duties, immunities and discretion herein conferred upon the Trustee shall continue after the termination of the Trust until final distribution. �• Bindinq Effect. This Trust Agreement shall be for the benefit of and binding upon the parties hereto and their respective executors, administrators, and assigns. M. Power of Trustees to Act Indeqendentiv. In any case where there are finro or more Trustees acting her�'in, said Trustees may authorize that only one (1) Trustee's signature shall be required on any trust transaction. ARTICLE NINTH APPLICABLE LAW INTERPRETATION AND CONSTRUCTION A. Aaplicable Law. The trust herein p�ovided for has been created and accepted by the Trustee in the State of New York. All questions pertaining to the validity , interpretation, and administration of a trust shall be determined in accordance with the laws of the State of New York. B. Severabilitv Clause. Should any of the provisions of this instrument be for any reason invalid, the invalidity thereof shall not affect any of the other provisions of this 12 iaitial) ;�*� ��3.°+:',� � � �� +�y r ;�: •3J; t� ��instrument, and all invalid provisions hereof shall be wholly disregarded. � C. Gender and Number. Where appropriate, except where the context otherwise requires, the singular includes the plural, and words of any gender shall not be limited to that gender. D. Issue and Children. Except where noted otherwise in this trust instn.iment, the term "issue" means lineal descendants of the named ancestor, and the term "child" or - "children" includes only the immediate offspring of the named parent. Each of these terms includes descendants born after this instrument becomes effective. The terms"issue","children", and "child" include all children legally adopted as minors, including children so adopted after this instrument becomes effective. E. Incomaetencv. For all purposes under this instrument, a person shall be deemed "incompetent" if and so long as a guardian or conservator of his or her person or estate duly appointed by a court of competent jurisdiction continues to serve, or upon certification by two physicians (licensed to practice under the laws of the state where the person is domiciled) that such person is unable properly to care for himself or herself or for his or her person or property. ARTICLE TENTH CONCLUDING PROVISIONS The undersigned certifies that she has read the foregoing Trust Agreement and that it correctly states the terms and conditions under which the Trust Estate is to be held, managed, and disposed of by the Trustee. The Grantor herein named approves the Trust Agreement in all pa�ticulars and requests that the Trustee execute it. (initial) 13 _ ..�.,,: _.�,,: , _ ,v: �,`� 1,�.,�,� - , � �.�.. . ' r � - The Trustee herein named approves and accepts the trusts provided for in the Tn�st Agreement. �N WITNESS WHEREOF, the undersigned has executed this instrument in duplicate the day and year first above written. �� HANNA SCHREIBER, Grantor �;��P� r�_ HANNA SCHREIBER, Trustee STATE OF NEW YORK ) COUNTY OF NEW YORK � ss.: On this ,�� day of��1-Y , 2000, before me th Notary Public in and for said state, personall �a � e undersigned, a to me or proved to me on the basis of satis ac ory e id nceNo e�the ndiEdual wh se�name is subscribed to the within instrument, and acknowledged to me that she executed the same in her capacity, and that by her signature on the instrument, the individual, or the person upon behalf of which the individual acted, executed the instrument. � �. Notary Public Notar yPubEc, StaEe ot New York No. 02EP5045076 Qualified in Kings County J Commiss�on Expires June 12,_� i ,�..,��.�.,_.`� - _,>._.k,...,_.,..�_._ _. ..._.�__._ •.___'_._,. . . _ � ; n �''� < SCHEDULE A TRUST AGREEMENT BETWEEN HANNA SCHREIBER, GRqN AND HANNA SCHREIBER, TOR DATED THE TRUSTEE �p �`DAY OF , 2000 ��, � The corpus of this Trust consists of funds which have been d' ' Grantor by the Austrian govemment as restitution for Nati�r�buted to the persecution. onal Socialist i � . � f I � __ � I - ASSIGNMENT OF TANGIBLE PERSONAL PROPERTY I, HANNA SCHREIBER,do hereby sell,transfer and assign,without consideration, all right, title and interest which I have in my furniture, furnishings and personal effects and all other tangibfe personal property, which I now own or which I may own in the future, to: HANNA SCHREIBER, as Trustee of the HANNA SCH IBER AUSTRIAN RESTITUTION TRUST dated 30 ``� , 2000 � IN WITNESS WHEREOF, I have set my hand this �� day of � , 2000. �� HANNA SCHREIBER STATE OF NEW YORK ) ) ss.: COUNTY OF NEW YORK ) � � ^ � On this �� day of �'W `� , 2000, before me, the undersigned, a Notary Public in and for said state, personally appe,�red HANNA SCHREIBER, personally known to me or proved to me on the basis of satisfactory evidence to be the individual whose name is subscribed to the within instrument, and acknowledged to me that she executed the same in her capacity, and that by her signature on the instrument, the individual, or the person upon behalf of which the individual acted, executed the instrument. � - '� Not ry Public � R08ERl'J. EPSTEIN Notary Public, State of New Yorlc No. 02EP5045076 �ualified in Kings County Commiss�on Exp�res June 1 Z. �v � Certificate of Trust 1. The following Austrian Restitution Trust is the subject of this Cerfificate. HANNA SCHREIBER, Trustee, or his/her successors, in trust, under the HANNA SCHREIBER AUSTRIAN RESTITUTION TRUST Agreement dated ��-�#?� �_ 2000, and any amendments thereto. ' 2. The Trustee currently serving the trust: HANNA SCHREIBER 3. The trust is currently in full force and effect. 4. Attached to this Certificate and incorporated in it are selected provisions of the Trust evidencing the following: a. Declaration page; b. Appointment of Trustees; c. Declaration of Revocability; d. Signature page; and e. Notarization. 5. The Trust provisions which are not attached to this Certificate are of a personal nature and set forth the distribution of trust property. They do not modify the powers of the Trustee(s). 6. The signatory of this Certificate is currently the acting Trustee(s) of the trust and declare(s) that the foregoing statements and the attached trust provisions are true and correct, under penalty of perjury. � Dated: '�� , 2000 , � HANNA SCHREIBER, Trustee t� � ' �� -� E � �_.°� ti �� _ �.C� SS ( !"�'C� S � -____ ._.___----- ___-- � �:�'.,..`�" :, . �iil , �?� �;.::;:�� i�reil��r _ ,�' �.i�,�, lE c n�,e �_:..o.�:t'. fj'�1 i �t_Ii'� �)::.�!- �t�. Na�Zna Srilrcihcr: T'r��; Ittter i� tc� cc�ntirn� tl�at c�u�- rec-ords rcticet � hase entrat�ce fcc ��f S 1 s�.7�t).(.1Q t��r C� ,-ta�re �'-�. �1c�ditieati�ans �,f 5?.87?.f)C? ��ere aclded to v�,u�-enirance fee as�c3 beec,rx�e a E�{r? t.�+'��:tir�)1i"�., reft►ttd c�pti��n l��he�� -�,u lea��e our c��tlli�Zunit�'. It�.�� l��t�e atl� ad�litio��ai c�uesti��ns ur cc�iti:ert�s, plcase dc>n't hcsitaEc; t�� ontact �l�c. �;i��r<l�. -��---- r " J��tt Bir��I��u�. ANA }�le��titi�� i�ir�ct��r C'C� t�li�cr I Iaian B��sin�ss Oftirc File � � � ^ � � ��r�n� 3 , � �-- � � � � � �G� ,. ;,�.��_ � � 1�� lial:��n.�,��, h. � � �� s`�� Nlarch 3, 2015 Richard Schreiber 301 Robinson Road Newport, PA 17074 RE: Hanna Schreiber SSN: 103-12-2996 UC?D: t)1-01-2415 �.�:z��I�. ��r��i��r: In respt�nse to your request for Date of Death (DOD) balances for the customer noted above, our records slzow the following: Certificate of Deposit Account#318002�5195 Established: 02-18-2005 HANNA SCHREIBER cc v'��=�f' �, � � � DOD balance: $6,085.10+0.33 accrued interest �"fi��YY"1 `�_„ Certificate of Deposit Account# 31000274784 Establisl�ed: 10-27-2005 _ HANNA SCHREIBER ��t��'�� (� � DOD balance: $7,498.22 + 0.15 accrued interest S-�-.�-yy-� ( Checking Account account#5000839706 Established: 04-17-1996 � HAN�1A SCHREIBER OR CG��'rjt�' i c-� JONATHAN SCHREIBER OR RICHAKD SCHREIBER ��,�� } � llC�t� t�ala�lce: �8,ti8�.2� =-U.O� act��d interz�t Savings Account Account# 500070b209 Established: 04-17-1996 HANNA SCHREIBER OR -'" ' ' JC?NATHAN SCHREIBER OR �'"�'`-��'�x`j'`� ` � � RICHARD SCHREIBER ✓ DOD balance: $32,713.64+ 1.52 accrued interest �� ' � � Page 1 of 2 Sa�ings Accaunt Account�5114�1>'81 Estallishec�: 03-04-?014 H:�N�t�'� SCHREIBER AUSTRIAN RESTI'I'U 1'RT HAl��'A SCHREIBER TTEE URTAD 0�/30/2000 ��^�� 6'/ v� _; DOD balance: $163,�92.21 +3.�8 accrued interest —7`�..y,j,.� 11 lnvestment Account The decedent maintained Investinent Account#3�3321699. For further inforn7ation,you may call the Brokerage Department at 1-800-762-6111. 4' ��:n��te.t3��€t�tti�s c�ftic.e pr��ti�ides date of death balazic�s for deposit aceounts('I.RA�,C:Ds,Checking and � y: , ��'��s� a�€>t �rc,�E-ss ac�; f�a�.�nc:ial irans.�etious crr�roti ide statetnents. If vou need assistance with � �,:��-�-��ese �it��r�s,p�eas��all i-88$-.P?��C-B:��7�(1-88$-762-2�6�) or stop by your local PNC Bank branch t�lficz. Sincerely, National Financial Services Center PNC Bank,N.A. Member FDIC Tl�is rn�essage is irzlended for the use of the individual or ei�titv to �a�Izicl� it is•adc�ressed a��d may conzctir� information that is privileged, corzfidentical a�c�ea:er��pt.fr•ofn discla,sz�re under applicable law. If the reader of this rrressage is not tl�e intended r-eci�zent or-�I�e err�ployee o��r�ge��t t•esponsible,for delivering this message to the in�tended recipic��7i, you are her•eby notified that any disserr�ination, dist��ibution or copying of this comtrrunica�ions is slrictly prohihitc�d. IJ}�ou have 1�eceived Ihis communicatiot2 irt error•,please nolify me imr��ediately by reply of•hy telephone at 800-762-1%7�an� im»zediately destroy this,faxed docun��erzt. Page 2 of 2 , ' iT>1�IEST��I4JYI'S � �:::,�... .:.;,,:.. � February 26:h,2015 Donna PoBeck i;c> .,. -n��. �. „�e �., � �_ �_ . � ., , �ast ��Y ��.-� The va^!u2 O•.'t^e above-referenced account o�January 1st,2015 is as follo�vs: SC�� Symbol/ DOD Accrued ' n AmounE Descri tion Cusip Price . DOD Value Interest (T 200,507,830 Federated Prime C2sh 061i�ations CL SS _ M _ flPRXo____ $ 1.00 5200,507.83 T�Yy'1 � _ 6,728.730 George Putnam Balanced Fund CLA PGEOX $16.89 �113,648.25 �._},.�-y�,+ ^, ; 22,278.285'Putnam Pennsyivania Tax Exempt Inc CL A T �J� PTEPX � $ �29 �206,965.27 I " " --- °- YY,, ,�, '------ - �--______ ��_ $521,121_35 ( $ - ___ �-t'z. - _.^.--- __ --..._. _........----............ _. _ Grand Total(Market Value+Accrued Interest), y521,121.35 'Note:DOD price is based ofi the ciosing price on tne day the die�t has passed a�riay:if this is a non-business d2y the price will be ta�en from the previous business day's ciosing price. if you have any q�iestion;,p'ease contac't cw E:tate Resolufion Dssk a;SC�0-627_•;086 Ornar Omar PNC Investments,LLC. eoss Tha surnmaries,prices,quotes and/or statistics contained herein have been obtained from sources believed to he reliable but are not c.eceesarily complete ancl cannot be guaranteed.They are provided for informational purposes oniy.Past performance does not t�uarantee ��:z��.;s r=:.su!ts. �t��}� . .�€'�^1> �,t.t;; � . �,=.rr .. .,i t� C�'!"c�ir3 � 5-:� € _��,:', � , ,.. . . ,> ,,,: , . .,. ._... L 3.. ... .._ . ..,� _, c, -�3. , .< -„ � .7� i ,. .:.: 1 �f.::. <.�,t.`ii.n�'i.�� ' r:.1.3>r . .. ::';,. ..+. '.-!., .. .�'i . �.> �.;;,:�._.. , . . �-_...�:'..f`. . :.� .. - _ .. ... . . � ..'. . « �. i r _ x -.. . _..,._ �_,,. . . .... ,� � F Annuiry Operatians � Western & Southern Life PO Box 2918 Ci�icinnati,OH 45201-2418 A member of Westerrt&Southem Financ+al Graup toil free 800.926.1702 fax 513.3b2.2353 June 15, 2015 RICNARD SCHREIBER 301 ROBINSON ROAD NEWPORT, PA 17074 Dear RICHARD SCHREIBER: Thank you for yaur request for information on the annuity cor►tract. I hope the foilowing contract information is heipful to you. Western-Southern Life Assurance Company Contract Number: W0020184643 �ate of Death Value: $103,128.98 If you have any questions, please contact Client Ssrvices at 1-800-926-1702. We can be reached Monday-Thursday 8 a.m.to 6 p.m.and Friday 9 a.m.to 5 p.m. EST. Sinc�rely, Annuity Operations Department Western & Southern Life i �_r L� sC�'�'��11 �.� �j � �� "`�-.. Annuity Operations � Western & Southern Life PO Box 2918 Cincinnati, OH 45201-2918 toll free 800.926.1702 A member of Western&Southern Financial Group fax 513.362.2353 June 15, 2015 RICHARD SCHREIBER 301 ROBINSON ROAD NEWPORT, PA 17074 Dear RICHARD SCHREIBER: Thank you for your request for information on the annuity contract. I hope the following contract information is helpful to you. Western-Southern Life Assurance Company Contract Number: W0021475645 Date of Death Value: $39,746.99 If you have any questions, please contact Client Services at 1-800-926-1702. We can be reached Monday - Thursday 8 a.m. to 6 p.m. and Friday 9 a.m. to 5 p.m. EST. Sincerely, Annuity Operations Department Western & Southern Life �--- � �� S DC0331-1407 Western-Southern Life Assurance Company