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Home My WebLink About01-0467 ESTATE OF ARUN N. BARAD IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. DISCLAIMER COMMONWEALTH OF PENNSYLVANIA COUNTY OF C. W>1a~I(MNj) : ss. The undersigned, SONAL A. HALL, renounces and disclaims her right, tit~, and interest in and to the property described on Exhibit A: The undersigned's interest in the above described property arises out of Article Ten, Section 3, as defmed and supplemented by Article Ten, Section 4, of the ARUN N. BARAD LIVING TRUST, dated December 17, 1997, providing for potential distributions of principal to descendants as in the discretion of the Trustee shall be "considered necessary or advisable for their education, health, maintenance, and support." I declare that I will not accept, either at present or in the future, during the lifetime of Hina A. Barad, from the Trustee of the ARUN N. BARAD LIVING TRUST, dated December 17,1997, or the Trustee's successors, any portion of the principal of the Family Trust derived from the disclaimed property interest or any interest in the disclaimed gift which may be sought to be paid to me in accordance with any right, title, or interest which I had at any time before the execution of this disclaimer. It is my intention in executing this disclaimer to terminate my interest in the specific property listed above as effectively as would my death. The undersigned does not renounce or disclaim any other property, right, title or interest in the remaining assets and property interests created under the ARUN N. BARAD LIVING TRUST, dated December 17,1997. This disclaimer is made pursuant to 20 Pa. C.S. Section 6201 et seq. and shall be irrevocable. SUBSCRIBED, SWORN TO AND ACKNOWLEDGED BEFORE ME by the said SONAL A. HALL, known to me to be the person whose name is subscribed to the foregoing instrument, and acknowledged that such instrument was her free and voluntary act for the purposes expressed. xII~ SONAL A. HALL Sworn to and subscribed before me this 1L day of fY\A<2-c.tJ. ,2001. ~l~ Accepted 3 - J I ,2001 NOTARIAL SEAL CHARLES A. HARBOLD, Notary Public Camp HiU Boro, Cumbe~and County My Commission Expires Dec. 30. 2002 q/tfl/3d9t nd Hma A. Barad, Executor .. ESTATE OF ARUNN.BARAD DISCLAIMER BY SONAL A. HALL EXHIBIT A The interest during the lifetime ofHina A. Barad as a descendant of Arun N. Barad under Article Ten, Section 3, in discretionary distributions of principal to be drawn from assets and property of any nature held now or in the future by the Family Trust under Article Ten, Section 3, of the ARUNN. BARAD LIVING TRUST, dated December 17,1997. AND The guidelines for such distribution under Article Ten, Section 4, of the ARUN N. BARAD LIVING TRUST, dated December 17, 1997. ESTATE OF ARUNN. BARAD IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. DISCLAIMER COMMONWEALTH OF PENNSYLVANIA COUNTY OF {I. ilm~/dIA;i> : ss. The undersigned, NEESHA A. BARAD, renounces and disclaims her right, title, and interest in and to the property described on Exhibit A: The undersigned's interest in the above described property arises out of Article Ten, Section 3, as defmed and supplemented by Article Ten, Section 4, of the ARUN N. BARAD LIVING TRUST, dated December 17, 1997, providing for potential distributions of principal to descendants as in the discretion of the Trustee shall be "considered necessary or advisable for their education, health, maintenance, and support." I declare that I will not accept, either at present or in the future, during the lifetime of Hina A. Barad, from the Trustee of the ARUN N. BARAD LIVING TRUST, dated December 17, 1997, or the Trustee's successors, any portion of the principal of the Family Trust derived from the disclaimed property interest or any interest in the disclaimed gift which may be sought to be paid to me in accordance with any right, title, or interest which I had at any time before the execution of this disclaimer. It is my intention in executing this disclaimer to terminate my interest in the specific property listed above as effectively as would my death. The undersigned does not renounce or disclaim any other property, right, title or interest in the remaining assets and property interests created under the ARUN N. BARAD LIVING TRUST, dated December 17, 1997. '. This disclaimer is made pursuant to 20 Pa. C.S. Section 6201 et seq. and shall be irrevocable. SUBSCRIBED, SWORN TO AND ACKNOWLEDGED BEFORE ME by the said NEESHA A. BARAD, known to me to be the person whose name is subscribed to the foregoing instrument, and acknowledged that such instrument was her free and voluntary act for the purposes expressed. ~~ Neesha A. Barad Sworn to and subscribed before me this j2& day of (l~ ,2001. ~-f~ y:J ~ Notary Public Accepted II ~ /2.- ,2001 NQTARIAL SEAL GAIL P. STRICKLER, Notary Public Silver Sprlng Twp., Cumberland County Commlaalon E Ires Fsb. 3, 2003 cIItYJ tl9r?< d Hina A. Barad, Executor . ESTATE OF ARUN N. BARAD DISCLAIMER BY NEESHA A. BARAD EXHIBIT A The interest during the lifetime ofHina A. Barad as a descendant of Arun N. Barad under Article Ten, Section 3, in discretionary distributions of principal to be drawn from assets and property of any nature held now or in the future by the Family Trust under Article Ten, Section 3 of the ARUN N. BARAD LIVING TRUST, dated December 17, 1997. AND The guidelines for such distribution under Article Ten, Section 4, of the ARUN N. BARAD LIVING TRUST, dated December 17,1997. /0 -;U;l} - 3 ~i?,/ '-)f'- REV -1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0467 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER BARAD, ARUN N. 206-42-5316 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 11/11/2000 12/21/1939 WITH THE REGISTER OFWILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER BARAD,_HINIl'.'A. @ 3. Remainder Return CHECK ~ ,. ~""',-,, ~' Supplemental Return (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required ~ate 01 death after 12M12-82) PRIATE 6. Decedent Died Testate 7. ecedenl Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach copy of Will) ~ttach a copy of Trustj BLOCKS 9. Utigation Proceeds Received 10. pausa! Poverty Oradl (date of death between 0 11. Election 10 tax under Sec. 9113{A) 12-31-91 and 1-1-85) (Attach Sch 0) tlll$_IO!il.Ml:l$t!lll!\joo!!iJltllbi~~U~$lj!aBI!~eo!ili$~i~fAl!'Nl@RMlItlllW;$HQllij'jM:jjl1ll!lelg;tQiI NAME COMPLETE MAILING ADDRESS COR- David H. Radcliff, Ese. RE- FIRM NAME (If Applicable) SPON 624 North Front Street DENT Cherewka & Radcliff, LLP Wormleysburg, PA 17043 TELEPHONE NUMBER (717) 236-9318 - OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporatlon, Partnership or Sole.Proprletorshlp (3) : 4. Mortgages & Notes Receivable (Schedule 0) (4) 5. Cash I Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 1,138,044.00 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested (6) 0.00 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non - Probate Property (Schedule G or L) (7) 371,827.00 8. Total Gross Assets (total Unes 1-7) (8) 1,509,871.00 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabllitles, & Liens (Schedule I) (10) 11. Total Deductions (total Unes 9 & 10) (11) 0.00 12. Net Value of Estate (Une 8 minus Line 11) (12) 1,509,871.00 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 675,000.00 has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 834,871.00 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of LIne 14 taxable at the spousal laIC rate, or transfers under Sec. 9116 (a)(1.2) 834,871.00 x.o 00 (15) 0.00 - TAX 16. Amount of Line 14 taxable at lineal rate X .0 (16) - COMPU- 17. Amount of Line 14 taxable al sibling rate X .12 (17) TATION 18. Amount of Line 14 taxableal collateral rate X .15 (18) 19. Tax Due (19) 20. 0 1~!j@Hiji'!i!!)~!Uj(jA!!j;jgUl(j@ijij$W!l~NPdijM~i'!l!AWlJI~lfltl :~t:(~/;~~~~~r~~ftt)H~~t~:{{(/~~:~t{;t(:)tf)?t\~:;!Ue:e}~~$Ua;~tt(t~N$.We$)\14n~Q~$tl:QN$.:~t#i~H~~A$~~!~:;ANi).:~~S.H~Cl~tMArfk~!:: ::::;::::::':::::'::;::';:::::;:::::;::::::::::::::::-:.:.,.:......-.. .:.:.:.:.:.:.:.:.:.".;.:.:.:.:........ o PA 15001 NTF 28755 Copyright 2000 Greatland/Nelco LP - Forms Software Only PA REV -1500 EX (6-00) C I Add Page 2 Decedent's omolete ress: STREET ADDRESS 11 Northwatch Lane CITY I STATE I ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount (1) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPenalty (0 + E) 4. If Une 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) """""",.""'.""""'.'.................................................................................................................~~.~.;.,..E~,.;.;~,.,~~X;,.~.I.;,t~.:.,.,~,7,~,r,.s,y..:.~g.~..~.'. .....'..~.I.~.,....~.'....~.;.;......I.t.I.~~...I....I...T...:.,.,........'......'..............,......'............'.....,.........,....,..............'......................:1...................... ..............................Hi.;.nn...I..'.'.I...'...'..'.I.'...I....I......'..'...'......................". ................................,............................................................................:...:.;.:':'"':':':':"':':;:"':::':"::"":::::':::::':::::':'::::::::":':;:;:':;"":;:':':': ':':'::::',:,:\,;:,::",,;;;::,:,;:;:;,;:);:;:::;,;:,:~::,::::;,: 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; .... c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . , . . , . . . . . B ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? K.l 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration o~ pre parer other than the personal representative is based on information of which preparer has any knowledqe. SiGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE c:tt/l13t>>1a d ..f1LL(Vg~O / ADDRESS V 11 Northwatch Lane, Mechanicsburg, PA 17050 SIGNATURE OF ~ARER OTHER THAJ~~~TATiVE ADDRESS 624 (3) 0.00 0.00 0.00 ..0 o ":::""::::':::::':::::"'::::::'::'::'::;:,':::'::':::,:,::::::::',::;::,:.:'....... OAT If 7- /!J WormlevsburQ, PA 17043 F:~;.'d~i";;..;;f..d.~~t'h..~~'~r;f.t;;..J"~ry....i'..199.4"~'~d..b~,.~~;..J~;;~~y...i...1.9'ii5:'..lh.~..i~~..~~t~..i;'p~'~;;;r~.~..w;';.,~;I"'~~.i'~;."~.n~~.~~.f;~.~...I;;.;;tf~~..i.~;.~~;..~f..'th ;..~~.~~.i~r~g..~p;;.~~.;..i'~"3%'''''''' [72 P.S. 19116 (a)(1. 1)(1)]. For dates of death on or after January 1, '995, the talC rate Is Imposed on the net value of transfers to or for the use of the sUTvlvln9 spouse Is 0% [72 P.S. i 9116 (11)('.'1 (lI)J. The statute tin."", nnt ......m....! a transfer toa surviving spouse from talC, and the sta.tutory requirements for disclosure of assets and filing a talC relurnara sUII appll(;abJe even If the surviving spouse Is the only beneficiary. For dates of death on or after July 1, 2000: The tal< rate Imposed on the net value of transfers from a deceased child twenty~one 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% {72 P.S.1i9116(aX1.2)). The talC rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries Is 4.5%. elCcept as noted In 72.P.S.1 9116(1.21 (72 P.S.19116(aX1)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's siblings Is 12% (72 P.S. 19116(aX1.311. A slbUngls defined, under Section 9102, asan Individual who has at least one parent In common with the decedent, whether by blood or adoption. ..............'.............................;.:.:.:.:.:.:...:".:.:,:.'.:.:.,.:.:.,.'.:.:.'.:.:.;.:.:.'.,.:.;.:.:.:.:.:.:.:,:.'.:,:.:.:.:.>:<., :.,.:,:.;.:.:.;.:.,.:.,.:.:.:.:.:.:.:.:.:.;.:,:".:.:.: ..............,.....,..............'.............w, :.:.:...:.,.;:';.:.:.:.:.:.::,':~.,::,.:.:..,. o PA15002 NTF 29756 Copyright 2000 GreallandfNelco LP ~ Forms Software Only REV-1508 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESI NT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF ARUN N. BARAn FILE NUMBER 21-01-0467 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 NUMBER 1 OESCRIPTION VALUE AT DATE OF DEATH Arun N. Barad Living Trust, dated December 17, 1997 1,138,044.00 TOTAUAlso enter on line 5 Recao~ulationl S 1 138 044.00 (If more space is needed, insert additional sheets of the same size) Copyright {c) 1997 form software only CPSystems, Inc. Form REV-15OB EX (Aev. 1-97) REV-1509 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESI CEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF ARUN N. BARAn FILE NUMBER 21-01-0467 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT 55 A. Hina Barad 11 Northwatch Lane Mechanicsburg, PA 17050 JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DEATH DECO'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A / / A.ll other property was jointly held with surviving spouse and :Lherefore is not listed on "his return 0.00 0 0.00 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed insert additional sheets of the same size) CopyrIght (c) 1997 form software only CPSystems, Inc. 0.00 Form REV-1509 EX {Rev. 1-97) REV~1510 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R [DENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF ARUN N. BARAD FILE NUMBER 21-01-0467 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE THEIR DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER RELA11.RN^~~P^ TO DECEDENT AND,T~~E"P!l:'Tl\'T ol,_J~~~SFER. VALUE OF ASSET INTEREST OF APPLlCABLEl 1 Fidelity Investments - Rollover IRA, Acct #147-581950 Transferee - Hina A. Barad, Surviving Spouse 96,832.00 100 0.00 96,832.00 2 Merrill Lynch IRA Acct #872-71669 Transferee - Hina A. Barad, Surviving Spouse 16,179.00 100 0.00 16,179.00 3 Pension - Pennsylvania State Employees' Retirement System Transferee - Hina A. Barad, Surviving Spouse 258,816.00 100 0.00 258,816.00 TOTAL (Also enter on line 7 Recacitulationl $ 371 827.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1997 form software only CPSyslems, Inc. Form REV-1510 EX (Rev.1~97) REVM 1513 EX + (1-97) COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ARUN N. BARAD SCHEDULE J BENEFICIARIES FILE NUMBER 21-01-0467 NUMBER I. NAME AND ADDRESS OF PERSONISl RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not Ust Trustee{s) AMOUNT OR SHARE OF ESTATE 1 Hina Barad 11 Northwatch Lane Mechanicsburg, PA 17050 Surviving Spouse 834,871. 00 2 Family Trust under the Arun N. Barad Living Trust, E.I.N.#25-6758784 11 Northwatch Lane Mechanicsburg, PA 17050 None 675,000.00 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Hina Barad 675,000.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART II - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (e) 1997 form software only CPSystems, Inc. 675 000.00 Form REV-1513 EX (Rev. 1.97) Last Will and Testament of ARUN N. BARAD I, ARUN N. BARAD, of Mechanicsburg, Cumberland County, Pennsylvania, make this Will and revoke all of my prior wills and codicils. Article One My Family I am married and my spouse's name is HINA A. BARAD. All references to "my spouse" in my Will are to her. The names and birth dates of my children are: SONAL A. BARAD, born June 5, 1972 NEESHA A. BARAD, born July 7,1974 All references to my children in my will are to these children, as well as any children subsequently born to me, or legally adopted by me. ~~ ~~ AWLS Page 1 Article Two Distribution of My Property Section 1. Pour-Over to My Living Trust All of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. The name of my trust is: ARUN N. BARAD and HINA A. BARAD, Trustees, or their successors in trust, under the ARUN N. BARAD LIVING TRUST, dated December 17, 1997, and any amendments thereto. Section 2. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatso- ever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. Section 3. Testamentary Trust If my spouse survives me, I authorize my personal representative to establish, with the assets of my probate estate, if any, or with any property distributed to my personal representative from my Trustee, a testamentary trust (or trusts) for the benefit of my spouse and my other beneficiaries under the same terms and conditions of my revocable living trust as it exists at the date of my death. I ap- point the Trustee and successor Trustee named in my revocable living trust as the Trustee and successor Trustee of my testamentary trust(s). The Trustee of my testamentary trust(s) shall have all the administrative and investment powers given to my Trustee in my revocable living trust and any other powers granted bylaw. My Trustee shall be under no obligation to distribute property directly to my personal representative, but rather may distribute such property directly to the Trustee of the testamentary trust(s). Any property distributed to my testamen- tary trust(s) by the Trustee of my revocable living trust shall be distributed by ~~~ Page 2 the Trustee of my testamentary trust(s) in accordance with the terms and condi- tions of my revocable living trust as it exists on the date of my death. Article Three Powers of My Personal Representative My personal representative shall have the power to perform all acts reasonably necessary to administer my estate, as well as any powers set forth in the statutes in the State of Pennsylvania relating to the powers of fiduciaries. Article Four Payment of Expenses and Taxes and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax Elections My personal representative, in its sole and absolute discretion, may exercise any available elections with regard to any state or federal tax laws. My personal representative, in its sole and absolute discretion, may elect to have all, none, or part of the property comprising my estate for federal estate tax purposes qualify for the federal estate tax marital deduction as qualified terminable interest property under Section 2056(B)(7) of the Internal Revenue Code. My personal representative shall not be liable to any person for decisions made in good faith under this Section. r<J~ (1 r-rB ~~~:) Page 3 Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tax, resulting from my death and which are in- curred as a result of property passing under the terms of my revocable living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and all estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, but in- cluded in my gross estate for federal estate tax purposes, shall be chargeable against the persons receiving such property. Article Five Appointment of My Personal Representative I appoint HINA A. BARAD to be my personal representative. If HINA A. BARAD cannot act, or is unwilling to act, I appoint, in the order named, the following successor personal representatives: SONAL A. BARAD and NEESHA A. BARAD, jointly as Co- Executrices. I direct that my personal representatives not be required to furnish bond, surety, or other security. I have initialed all of the pages of this Will, and have signed it on December. 17,1997. ~ (~ (I.,~) ARUNN. BARAD The foregoing Will was, on the day and year written above, signed, sealed, published and declared by ARUN N. BARAD in our presence to be his Will. We, in his presence and at his request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses and have initialed each page. ~tM~ ITNESS ~\(,~"'\.\..tl.~_.-e~'\<...... WITNESS CUWZ' A fIlB ~..-.r-4." Page 4 ._---'-~"....,..-...-~-.._---~-. "-"'., ~~"-~~-"'-"-'--~"_.---"---'-"""""'_"'"~_~~'~"""___~"~V__."'" COMMONWEALTH OF PENNSYLVANIA ) )ss. COUNTY OF DAUPHIN ) I, ARUN N. BARAD, Testator whose name is signed to the attached or fore- going instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and volun- tary act for the purposes therein expressed. ~ (~ (?,~~J) ARUN N. BARAD Sworn to and s~~ribed before me thi, / f"" ".;Jf'II\lJ:pj , 1997 ~ ' () It )liM()(t1A / NOTARY PUBLIC (Seal) COMMONWEALTH OF PENNSYLVANIA) )ss. ~~~~~~>~s~t~ and ~\~~..\\'" ,_,-,- ~'" , the witnesses whose namel e signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Arun N. Barad, Testatorsign and execute the instrument as him Last Will and Testament; that Arun N. Barad signed willingly and that he executed it as him free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatorsigned the Will as witnesses; and that. to the best of our knowledge the Arun N. Baradwas at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~~-//lNV# WITNESS WInre; s Sworn to and sub~ribed before me this 1'1 K day ~jULC.fI1lbP.(, 1997. Q.tVl V. it )i.PAI rYlCUj '-NOTARY PUBLIC (Seal) I Notarial Seal lJ~ng b. Wl9seman, Notary Public H~ffi~buro, Oauphln County I ...~?ft.1~~'lon E~pires March 6, 2001 ':'''!'c,:,~tb A~oGiation of Notarl . ~~"C',{;\~\Il...I:\~.~~"\ Notarial Seal Dana L; Wieseman, Notary Public Harrisburg, Dauphin County My Commission Expires March 6, 2000 Membflr. Penn!lyIVl;f1I!1 ASSOciation of Nctari,;s ~~~ Page 5 \ / L. -e::J 'l9~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Rec'c)y""- t \_J,;~:, R"en;,. t,'", ,'::} .'~i ,i.. ':"; . BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z806Dl HARRISBURG, PA 171Z8-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '02 JAN 18 P 3 :15 DAVID H RADCLIFF ESQ CHEREWKA 8 RADCLIFF Clerk-i' 624 N FRONT ST C . 'b 'r WORMLEYSBURG PA 17J~Y e, Ufi. h\ 01-14-2002 BARAD 11-11-2000 21 01-0467 CUMBERLAND 101 '* REV-1547 EX AFP 112-DDl ARUN N Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is47-E3c--AFP-ri'2-:ooY-NoTlcE--oF-YtitiEifITAifcE-TAx-jrpPRAISEHENT~--AL1-owANcE-OR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BARAD ARUN N FILE NO. 21 01-0467 ACN 101 DATE 01-14-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 L 138, 044.00 .00 371.827.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 .00 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 1,509,871.00 00 1,509,871.00 675,000.00 834,871.00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. 834,871.00 X 00 = .00 X 045= .00 X 12 = .00xI5= (19)= .00 .00 .00 .00 .00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN, .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE 6 RFFUND. SFF RFUFRSF SYDF OF THYS FORM FOR YNSTRU~TYONS.l