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Home My WebLink About01-0695 nJUJ.IlU) KtV ~/1l6 ; .11S 1S to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Rfgistrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling, WARNING: It is illegal to duplicate this copy by photostat or photograph. No, ~.l~"~ ~~A~ Local Reg strar Fee for this certificate, $2.00 p 7386246 al~<.~ ~~ .)OQI Date 21-2001-695 H 105.143 Rev 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH T Y PElPRINl IN PERMANENT &LACl< INK NAME OF DECEDENT IF.... ~.laSl) 1. Albert L. TralIDOtina SEX 2. Male STATE FilE NUMBER SOCIAL SECURITY NUMBER ~. 165 10 UHllER 1 YEAR __ ! Daya UNDER 1 DAY Houra I MinuI.. PlACE OF DEAfH(Checlo onov """ - ... ."".."""".. on _ _I HOSPITAl: Inpal_ 0 ERiOulpac..", 0 .... CUmberland MAAlTAl swus. MmlOCl Ne_Mar,IOCI. W~. ~(SpCIfyj liever Married White SIJIWlYlNG SPOuSE ,I' ...., ~". maden name) 17b. CUmber land 0Ml __Ill Ilwe in a -..1Iltp7 i",,= I- ~ ~ lrl o o .u ~ II. FRHEfi'SNAOolE ,fit... Male. laS) II. Lawrence Traroontina INFORMANT'S NAME (Type/Pfinll . Barbara Schweitzer METHOD OF DISPOSITION Burial iJ C'amalllln 0 DonahOO 0 au... (Spec~1 . 21L Shiremanstown C1ly..-, il 28 2001 lICENSE NUMBER 011667 L l <-<. ~ I : j\o r"l t.. Q )=;:, ~, :-e WERE A\J1OPSY F1N01NGS A\llUUlBLE PRIOR 10 COMPLETION OF CAUSE Of' 0ERl17 MANNER OF DEATH Nal...oI 0' o o DArE OF INJURY IMonIll. Day. Yoal) TIME OF INJURY INJURY I(f WORK7 DESCRIBE HOW INJURY OCCURRED. Accident Ham"''''. 0 Pan ding Inv..tigatlOn 0 COWd not be determlOUQ 0 Y... 0 No 0 Yes 0 NoD Sutcide ':- ,,',...,,) 2". 2111. 21, CERTifiER ICI1ec:l. only one) -CERTIFYING PttYSJCIAH (Phyocaan Cefh'YlIlg CCkJse of deattl when JnOlher pIl';SM.::larl has PlOflO\JI1Ce<:J dea'" ana com~ete<t Item 23\ To.... bed III my tlnowledge, death occurred due to the caUH(a) and manner.. atated. . .PAONQUMCNG AND CERTIFYING PHYSJClAN (PhYSICian bOOl j),oflourlClng uedln d.iQ cerutylng 10 l.;.3use of aeath) To the ta.eI of my knowtedg., dHIta occur"" at the tim., date, and pI.ce, .nd due to the cau..(.. and manner .. atated.. 'MEDICAL EXAMINER/CORONER ~::~:~:::~~~~~~II~,andlOllnv"lIl1aliOn, In my oPinio~: ~~~~~ ~~~~~~~~ ~llhellm', <lat,: ~~d.~a~~: ~~~.~~.to the cau..(e} and 0 J1a. 1J.1 II;!.I \ I.J.I I INRE: ESTATE OF: FREDERICK P. CLEPPER ESTATE NO. 21-2000-695 DECEASED. SATISFACTION AND RELEASE OF CLAIM The undersigned, Jaime L. Bengies, Agent for CITIBANK, SOUTH DAKOTA, has received a payment of $3,554.98 which satisfies the claim as filed for the date of death liability. This Satisfaction and Release of Claim is executed to acknowledge discharge of the claim and to release the estate and personal representative from all further liability with respect to the date of death liability on account number 4059042011090572. Executed this August 3,2001. CITIBANK, SOUTH DAKOTA Claimant B~Ww ~~ AIME L. BE GIES, nt Estate Recoveries, Inc. P.O. Box 24566 Baltimore, MD 21214 410-444-8022 Ext. 765 -. COMMONWEALTH 0' PENNSYLVANIA COUNTY OF CUMBERLAND BARBARA SCHWEITZER being du1y trustee 1. J .- - -- ....~~... u: and ,iu.bscribed b.fote me, _ according to Ie.., deposes and say. tluit,!Jha Barbara ~Lhweitzer ' - of the Estate of Albert Ip. Tramontina I- I t t 206 West Courtland A~e' Shi1"'emansto'L1'n C b :11 d C ty P 11 ..J d th + th . . or _---.- .,_. .___ _ .. ..:... .~. . ..~.=.:.~ ,um er~" oun. a.. c:fiaceasea an a e within Is an inventory med. by Barbara Schweitzer. ,,_ ---t---. the said I rustee of the entire estate of said deced.n~, consisting of all the personal proputy and reill .st.t., exc: t re.1 estate outside the Commonwealth of Pennsylvania, and th~t the figures oppoJite e~ch item~f the Inventory re ,,8Ien+ it's f.ir yalue a$ of th. date of decedent's death. . NOT ARIAL SEAl.. LOUIS J. LORE. . Notary Public t H'" Boro cumberland coun y ;;~~m~iSSion'EXPires April 14, 2003 Ap~il Cate of Death OIY 2002 -2. I J 1 err1taYvt, lC 25 2001 hAonth Vltar INSTRUCTIONS I I. An inventory must bo filed wtthin three months aft.r appointment of 'pet'~on.1 representdiY . ~ 2. A supplement Inventory must be filed withtn thirty days of discovery 0' ,,~di+ional .sseh. 1. Additional sheets may be attached as to personaliy or realty 4. 5.8 Article IV, Fiduciaries Act of 1949. m N C""l ~ ...... co ...... ~ o .... %: w ~ 5 w ~ 3 .11 0 an _ ~ w :I: A. ...l LL. ~-J~O o < ~ Z o c '" z ffi ~ A.. o Z no ",.,. ....,.. :(1) ~ ;!,. 2[ ,.,. ctt d -,./ .j.J d o ~ $4 E-l ev =' d ev ~ "'d i ~ = r-l · .j.J u ~ s~ o 0 .. u oW ~ en ~ ~ ~ ~ ~ ~ ~ .~ d o ,.d-a N CI) c; ..! ... 61 ..Q E ;) o .., ..! u: . H .j.J ~ <ll ,.c ~ - o I) ... ~ ....I i' o. f~ c \~ . U P-l .. !-l. ev m CI) c.C:l . C"' 0' en . ~ Do. r-l .~ l'> ~ ~ ~ ~ u ~ i Ol ~8f ol'>z" u~~ ~~:z: l/.. 0 .~ ~ tz 8 ~ 8 ffi OJ - ~ ,.d CJ CIJ ~ CJ OJ lJ:1 ~ . c: d .. IW 0 ~. 0 I"'"i o t I"'"i ~ 4:-r-I oW OJ ~ ~ .. A S or-! ...~ o o CD " ~nventory of the real and personal est~te of ALbert L. Tramontina "SEE ATTACHED" !I deceased I j I ~ !' ! Page 1 Estate Inventory Valued as of Date of Death Cash Blue Cross Blue Shield Refund Check $ Cumberland County Refund Check Personal Property State Farm Car Insurance Refund Check Trindle Bowl, Inc. Loan Dated: 8/1/00 Monthly Interest: seven and half percent (7.5%) The princpal may be repaid at any time in whole or part without penalty. 265.80 100.00 1,500.00 37.54 Total Cash 25,000.00 Total Inventory $ $ 26,903.34 ----------------- ----------------- 26,903.34 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SCHWEITZER BARBARA J 755 MCCORMICK ROAD MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 165-10-0832 FILE NUMBER: 21-2001- 0695 DECEDENT NAME: TRAMONTINA ALBERT L DATE OF PAYMENT: 07/25/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/25/2001 NO. CD 000084 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $28,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BARBARA J SCHWEITZER CHECK#103 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $28,000.00 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FETROW KIM 0 HECKSCHER ETAL SUITE 300 100 FOUR FALLS CORP CENTER WEST CONSHOHOCKEN, PA 19428-2983 -------- fold ESTATE INFORMATION: SSN: 165-10-0832 FILE NUMBER: 21-2001- 0695 DECEDENT NAME: TRAMONTINA ALBERT L DA TE OF PAYMENT: 01/24/2002 POSTMARK DATE: 01/22/2002 COUNTY: CUMBERLAND DATE OF DEATH: 04/25/2001 NO. CD 000789 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,746.07 I I I I I I I I TOTAL AMOUNT PAID: $2,746.07 REMARKS: BARBARA J SCHWEITZER C/O KIM 0 FETROW ESQUIRE CHECK# 110 SEAL INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGIST8R OF WILLS \, /[;-,_~~6 - / BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG1 PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ReCCd DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-11-2002 TRAMONTINA 04-25-2001 21 01-0695 CUMBERLAND 101 AlIOunt Relli tted .02 MAR 18 P 2 : 1 7 KIM D FETROW HECKSCHER ETAL 100 FOUR FLS CORP CTR C:c.n W CONSHOHOCKEN PA 19~t1il83 *' REY-1547 Ell IFP CDl-02) ALBERT L ( ) CHANGED (I) (2) (3) (4) (5) (6) (7) .00 .00 .00 25,000.00 1,903.34 978.50 203,566.76 (8) 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 ~ R'Ey=i!i4'j-i3f-AFP--fc'-f=oii--NlfficE--Op-i-NHi'RifANCi-TAirAPPRAisEifENT~--Ai:rOWANCi-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TRAMONTINA ALBERT L FILE NO. 21 01-0695 ACN 101 DATE 03-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. A.ount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due EDITS: 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) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax NOTE: T + INTEREST/PEN PAID (-) 1,473.68 .00 DATE 07-25-2001 01-22-2002 NUMBER CD000084 CD000789 (9) (10) 16,431.34 76.59 (11) (12) (13) (14) (19)= NOTE: To insure proper credit to your account, su~it the upper portion of this form with your tax payment. 231,448.60 16.507 93 214,940.67 .00 214,940.67 .00 .00 117.42 32,094.33 32,211.75 32,219.75 8.00CR .00 8.00CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT.. (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM fOR INSTRUCTIONS.) (Schedule J) .00 X 00 = .00 X 045 = 978.50 X 12 = 213,,962.17 X 15 = AHOUNT PAID 28,000.00 2,,746.07 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ..... ....1 (:) Joof- .:..1 , .:..1 (1'.1 l(1 1-':' 8 ~ tT1 -~ (1~~ (10~8 ~~oU) ~~(1~ [;)~Ot11 ~oc~ tT.1Czo ""ij (/) ~ "Tj >tT1~~ -(/)(1~ c3~Ob ......>ccn VJ~t'=' tI1~ ~ g (/) m a:.-:a t':' .. - - - - - - - ::... - =- ... .,. - - \.\ \\. ~ "-. I ~ , G'\ ~ ~r.r1 OCll . M- t;d~ o M- ;><: (tl N ~~ ~(tl ~o; n ~o p. ~ :3 (tl o ..... ., ~. ~I"> (tl ~CIl 0.... N~ ......~ ~(j ...;:.. . ~"-"''''tJ:?\\ ~ '.,...J;\ If ".:;~;. '_ ~ i?~ ':?J '~" ,~ <: :.) ,,--::. ' ~ -~ .......J \ . -.:; &,/ ''''-.-,..,;.Y I ~~'/);~\ T ,?" '.' '\"j ~; C ,~:\~ i,:-.l " '-~~ ~) '{ .~' ~.,...,.. .< ri.... .~... --t;' REV-15CO EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0s01 DECE- DENT CHECK APPRO- PRIATE BLOCKS COR- RE- SPON DENT RECA- PITULA- TION TAX COMPU- TATION - - OFFICIAL use ONLY REV-1500 /& . ,). 'i CtJ - 0-- fa 1't'-/ NUMBER Tramontina, Albert L. 155-10-0832 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPUCATE 04/25/2001 12/13/1916 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURIlY NUMBER NTF 29755 Copyrlght 2000 GreallandINelc:o LP - Fonns Software Only INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER COUNTY CODE YEAR ~ 1. Original Retum 4. Umked Eslate 6. Decedent DIed Tee1ate (Attach copy of Will) 9. Lklgation Proceeds Received ~ 2. Supplemental Return 48. Future Interest Compromise (date of death after 12-12-82) 7. Oecedent Maintained a Uvlng 1rus! Attach a copy ot Trust) 10. gPOUSal PoVerty Credit (date of death betWeen 12-31.91 and 1-1-95) 3. Remelnder Return 8 (dele of death prior to 12-13-82) 5. Federal Estete Tax Retum Required 8. Total Number of Sefe Deposit Boxes O 11. Election to lax under Sec. 9113(A) (Attach Sch 0) (""I .... 231,448.60 16,507.93 214,940.67 214,940.67 0.00 0.00 117.42 32,094.33 32,211. 75 OFfiCIAL US':8NLY Rl :tl <l> mn (Q 0 ,:;";::-: ,-,,', ::i~ DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER o PA1SOO1 'l1ll$! " NAME Kim D. Fetrow FIRM NAME (If Applicable) Heckscher Teillon Terrill Sage TELEPHONE NUMBER (610) 940-4U3 <,,'!i' , COMPLETE MAILING ADDRESS 100 Four Falls Corp Ctr Ste 300 W. Conshohocken, PA 19428 1. Real Esteta (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporalion, PartnershIp or Sole-ProprietOrshIp 4. Mortgeges & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joln1ly Owned Property (Schedule F) o Separate BHllng Requested (1) (2) (3) (4) -- .::.J ;.. ::: 1'1, 25,000.00 '- = :z "-, "'" 1,903.34 (5) V 1"-,,) (6) 978.50 7. Inter-VIVos Transfers & Mlsoellaneous 'Non-Probate Property (Schedule G or L) (7) 203,566.76 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expanses & Administrative Costs (S'h",,"," H) (9) 10. Oebtsot Decedent, Mortgage UablIl1I8!l, & Usn. (Schllldule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value 01 Estate (Une 8 minus Une 11) 13. Charitable and Govemmental BequestslSec 9113 Trusts lor whloh an election to lax has not been mede (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Line 13) (8) 16,431. 34 76.59 (11) (12) (13) (14) SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. AmountofllM14taxableatthe8pClllsalt8X rate,ortranafnlltlderSec. 9116 (a)(l.2) Q.OOX.O .00 (15) 16. Amount Of Une 14taxableatllneal rate O. OOX.O .045 (16) 17. Amounr01 Une 14 taxable at sibling rata 978. SOx .12 (17) 18. Arnount 01 Una 14 taxable at colJateml rate 213,962 .17x .15 (18) 19. Tax Due (19) 20. 0 r~lllfflIMIt}MW._~<<,@~Ij~1img~!I'4.~TI J~~@jWiii.1tW PA REV-1500 EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS 206 West Courtland Avenue CITY I STATE 1ZIP Shirernanstown PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Cred~ B. Prior Payments C. Discount (1) 32,211- 75 0.00 28,000.00 1,473.68 Total Credits (A + B + C) (2) 29,473.68 3. InteresVPenaity ~ applicable D. Interest E. Penalty 8.00 0.00 (3) 8.00 (4) (5) 2,746.07 (SA) 0.00 (5B) 2,746.07 4. 5. o ~ DA 1.( n 100 Four Falls Corporate Center (72 P.S. II 9116 (a){1.1) (i)]. Forda1es 01 death on or aflerJanuary 1, 1995, Ihetax rate is imposed em the net value 01 transfers 10 or for Ihe use of the surviving sPOUS6 is 0% f72 P.S. Ii 9116 (a) (1.1) (ii)]. The statute doe!': not eXRmnl a transfer to a surviving spouse from tax, and the statutory requirements lor disclosure of assets and filing a tax return are still applicable Bven if the surviving spouse is the OI1ly beneficiary. For dates of death on Of afte( July 1, 2000: The tax rate imposed on the net value 01 transfers from a deceased child twenty-one years of age or younger at de;J,lh to or for the use of a natural parent, an adoptive parent, 01 a stepparent. of the child is 0% \72 P.S. 59116ta)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. I1i 91 t6{1.2) [72 P.S. %9116(a)(1)1. The tax rate imposed on the net value of transfers to orfOf the use 01 the decedent'S siblings is 12% 172 P.S. [j 9116{a)(1.3)1. 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. o PA15002 NTF 29756 Copyright 2000 Graalland/Nelco LP - FOnTls Software Only - AEV~1502 EX + (1-97) COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Albert L. Tramontina SCHEDULE A REAL ESTATE FILE NUMBER All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledae of the relevant facts. Real orODertv which Is lolntiv-owned with rlcht of survlvorshlo must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH None TOTAL (Also enter on line 1. Recap~ulalionl $ 0 . 0 0 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1997 form software Ol"lly CPSystems, Inc. Form REV -1502 EX (Rev. 1-97) - REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Albert L.. Tramontina SCHEDULE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH None TOTALCAlso enter on line 2, Recaoitulation) Is 0.00 (If more space Is needed, insert additional sheets of the same size) Copyright (c) 1997 lorm software only CPSystems. Inc. FOrm REV ~ 1503 EX (Rev. 1-97) REV-1507 EX + (1-97) COMMONWEA.l TH OF PENNSYLVA.NIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Albert L. Tramontina SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH Trindle Bowl, Inc. Loan Dated: 8/1/00 Monthly Interest: seven-half percent (7.5%) The princpal may be repaid at any time in whole or part without penalty. (copy attached as Exhibit A) 25,000.00 TOTALlAlso enter on line 4,Recapttulation\ $ 25 000.00 (If mora space is needed, insert additional sheets of the same size) Copyright(c) 1997formsoftwal'9onlyCP$yslems, Inc. FOIm REV-15Q7 EX (Rev. 1-97) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHErllTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Albert L. Tramontina SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 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 DESCRIPTION VALUE AT DATE OF DEATH Blue Cross Blue Shield Refund Check 265.80 2 Cumberland County Refund Check 100.00 3 Personal Property 1,500.00 4 State Farm Car Insurance Refund Check 37.54 TOTAUAlsoenteronlineS, Recaoitulatlon\ I'l\ 1,903.34 (If more space is needed, insert additional sheets of the sarna size) Copyright (c) 1997fonn software only CPSystems, Inc. Form REV -1508 EX tRav. 1-97) - AEV.1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R~SlDENT OECeDeNT ESTATE OF Albert L. Tramontina SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 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 A. Walter Tramontina ADDRESS RELATIONSHIP TO DECEDENT 206 West Courtland Avenue Shiremanstown, PA 17011 Brother JOINTL V-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOIN MADE Include \'lame 01 financial institution and bank DATE OF DBEllID'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for Jointly-held real eslate. VALUEOFINl&EST DECEDENT'S INTEREST 1 A / / "irst Union Bank Tointly-held Checking ~/C #1000597086109 1,957.00 50 978.50 TOTAL (Also enter on line 6, Recapitulation) (If more space is needed insert additional sheets of the same size) $ 978.50 Copyright (c) 199710rm software only CPSystems, Inc. FCITT\ REV-15Q9 EX (Rev. 1-97) - REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Albert L. Trarnontina SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FI LE NUMBER This schedule must be completed and flied if the answer \0 any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY ITEM INCtUDE THE NAME OF THE TRANSFEREE THEIR NUMBER RELAT!~~~~ Ig8~$5~~~'6~~6~'bB~WA~~~~.FER. Assets held in Deed of Trust of Albert L. Trarnontina dated 8/8/98 (see attached Exhibit B) %OF DATE OF DEATH DECD'S EXCLUSION VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE 1 300 Shares American Electric Power Co., com. CUSIP NO. 025537101 14,775.00 100 0.00 14,775.00 2 500 Shares Exelon Corp., com CUSIP NO. 30161N101 34,325.00 100 0.00 34,325.00 3 1,600 Shares Exxon Mobil Corp., corn CUSIP NO. 302230101 142,024.00 100 0.00 142,024.00 4 First Union Savings A/c #3014221995013 11,142.17 100 0.00 11,142.17 5 First Union Checking A/c #1014221994809 1,300.59 100 0.00 1,300.59 TOTAL (Also enter on line 7, Recaoitltationl (If more space is needed, insert additional sheets of the same size) Copyright (e) 1997 form software only CPSystems, Inc. 203,566.76 Form REV-1510 EX (Rev. '-97) AE\f-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Albert L. Tramontina FI LE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. DESCRIPTION AMOUNT 1. UNERAL EXPENSES: Malpezzi Funeral Home (see attached Exhibit C) 10,431.34 1. DMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City Stale Zip Year(s) Commission Paid: 0.00 2. 3. Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _Zip Relationship 01 Claimant to Decedent N/A 6,000.00 4. Probate Fees 0.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 None TOTAL (Also entsr on line 9, Recaoitulation) $ 161 431 . 34 (11 more space is needed, insert additional sheets of the same size) Copyright (e:) 1997 torm software oilly CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) - REV-1512 EX + (1-97) SCHEDULE I CQMMONWEAL1HOfPENNSYlVANIA DEBTS OF DECEDENT, IN~~~J,'lf'N~ED~"c"E~~mRN MORTGAGE LIABILITIES AND LIENS ESTATE OF Albert L. Tramontina FILE NUMBER Include unrelmbursed medical expenses. ITEM NUMBER 1 2001 Personal Tax Notice DESCRIPTION AMOUNT 10.00 2 Holy Spirit Hospital 66.59 . TOTAUAlso enter on line 10, Recanitulation\ $ 76.59 (If more space is needed, insert additional sheets of the same size) Copyright (e) 1997 form software ()I1ly CP$ystems, Inc. Form REV-1512 EX (Rev. 1-97) - - REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE. TAX RElURN RESIDENT DECEDENT ESTATE OF Albert L. Tramontina SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONIS\ RECEIVING PROPERTY Do NOI Usl Trusleelsl OF ESTATE I. AXABLE DISTRIBUTIONS (Include outright spousel distributions) 1 Marilyn Gillespie Niece 15,000.00 3F Roundridge Road Mechanicsburg, l?A 17055 2 Walter Tramontina Brother 978.50 206 West Courtland Avenue Shiremanatown, l?A 17011 3 Barbara Schweitzer, Individually ~iece. One-quarte 755 McCormick Road of trust Mechanicburg, PA 17055 residue 4 Karl Schweitzer Niece's Husband One 755 McCormick Road of trust Mechanicsburg, l?A 17055 residue See Schedule Attac hed.. . ENTER OOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. ~ON-TAXABLE DISTRIBUTIONS: ,. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ~. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART II _ ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 r -quarter (If mora space is needed, insert additIonal sheets of the same size) CcpyriQht (c) '9911orm sofiwam only CPSystems, Inc. Form REV-1513 EX (Aev.l.97) SCHEDULE ~ BENEFICIARIES (continued) ESTATE OF: Albert L. Tramontina ITEM NO FILE NUMBER: - NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 5 Barbara Schweitzer, Trustee of T/D of Albert L. Tramontina dated 8/8/98 FBO (grandniece) Nina M. Schweitzer 755 McCormick Road Mechanicsburg, PA 17055 One-quarter of trust residue Trustee 6 Barbara Schweitzer, Trustee of T/D of ALbert L. Tramontina dated 8/8/98 FBO ( grandnephew) Karl M. Schweitzer, Jr. 755 McCormick Road Mechanicsburg, PA 17055 One~rter of trust residue Trustee Estate of Albert L. Tramontina Social Security No. 165-10-0832 Pennsylvania Resident Inheritance Tax Return Exhibits 1. Schedule D. Exhibit A - Copy of Promissory Note; 2. Schedule G. Exhibit B - Copy of Revocable Deed of Trust of Albert L. Tramontina dated August 8, 1998; 3. Schedule H. Exhibit C- Copy of Funeral Invoice; 4. Exhibit D - Copy of death certificate; 5. Exhibit E - Copy of esitmated tax check dated and received July 25,2001. - .- rrindle B_wl 48" e. TIlINDU! ROAD . MeCHANICSBURG. PA 17088 737.982.0 August I, 2000 .Trindle Bowl is borrowing $25,000.00 from Albert Tramontina effective August I, 2000. Interest on the loan will be 7.5 % to be paid monthly, the principle may be repaid at any time in whole or part without penalty. Karl Schweitzer , Copy: Albert Tramontina Karl Schweitzer Trindle Bowl KSlaiI - - REVOCABLE DEED OF TRUST OF . ALBERT L. TRAMONTINA I, ALBERT L. TRAMONTINA, of Montgomery County, Pennsylvania, make this deed of trust and I hereby appoint myself trustee. I hereby transfer to the trustee, in trust, the property listed on Schedule "A" hereof. The . trustee shall manage, invest and reinvest said property and any other property added to this trust, shall collect the income therefrom and shall distribute the net income and principal in accordance with the following provisions: FIRST: During my lifetime the trustee shall pay me the net income and such parts or all of the principal as I may request. If as a result of physical or mental disability I am unable to manage my own financial affairs (as. determined by the substitute trustee named in Item SEVENTEENTH hereunder in the sole and absolute discretion of said trustee after consultation with my physician), the said trustee shall apply directly for my benefit so much of the net inconie and principal as the trustee determines ii1 the trustee's sole discretion for my health, maintenance, comfort, welfare, and support without the intervention of any guardian. The receipt of the person or persons selected by the said trustee to receive payment shall be a full acquittance of the truStee. Any net income not paid or applied shall be accumulated and added to principal. In addition, if! am unable to manage my own affairs as aforesaid, the trustee shall distribute to my attorney-in-fact (other than a trustee or beneficiary under this trust) serving under a durable power of attorney which I have executed and is then in effect so much of the net income and principal as such attorney-in-fact states in writing is necessary to make gifts to any ,beneficiary of this trust or any trust hereunder within the limits of section 2503(b) of the Internal Revenue Code of 1986, as amended. - - Ii?~~~'t~ ~~~~~)!~ SECOND: Upon my death, the trustee shall distribute the sum of Fifteen Thousand Dollars ($15,000) to Marilyn Gillespie, if she survives me. nnRD: Upon my death if my brother, Walter Tramontina, survives me, the trustee shall set aside in a separate trust hereunder any tenancy in common interest in my residence, 1005 Pleasant Avenue, Wyndmoor, Pennsylvania, held by me or the trustee at my death and my said brother shall have the right to occupy such residence rent free for such periods of time in any year as he may desire provided that he pays all costs of maintaining the residence, including but not limited to real estate taxes, water and sewer rents, insurance premiums and costs of repairs. No residence or interest in a residence held hereunder shall be sold without the written consent of my brother. If pursuant to his consent the residence is sold, my brother may require the trustee to apply all or part of the proceeds of the interest held hereunder to the purchase of another residence. Any residence so purchased shall likewise be subject to the foregoing provisions. Upon my-brother's death, or upon my death if my brother does not survive me, the trustee shall hold and/or distribute any remaining principal of this trust pursuant to Item FOURTH hereunder as if! had died at that time. FOURTH: Upon my death, the trustee shall divide the remaining principal, together with assets received from other sources (including any property passing hereto under my will) into two equal 50% shares to be held and/or distributed as follows: A. One such 50% share shall be distributed outright jointly to Barbara J. Schweitzer and Karl M. Schweitzer, Sr., if they are both then living or all to the survivor if one of them is then deceased. If neither of them is then living, then such share shall be added to the share passing effectively under paragraph B of this Item FOURTH. -2- - - B. The other 50% share shall be further divided into as many equal shares as there are children of my niece, Barbara J. Schweitzer, then living and children then deceased represented by issue then living. Thereafter the trustee shall distribute one such share to each child of Barbara who has reached age thirty and shall hold any share of a child who has not yet attained age thirty in further trust as follows: (1) Until the child attains age twenty-one, the trustee shall have the sole and absolute discretion to distribute part, all or none of the net income to or for the benefit of such child. Any income not distributed shall be accumulated and added to principal. After the child attains age twenty-one the trustee shall pay the net income to the child. (2) The trustee shall have the sole and absolute discretion to distribute principal of the child's trust to the child for his or her care, support, education and welfare, and to purchase a residence and enter a business or profession. (3) The child may withdraw one-half of the principal at any time after reaching age twenty-five and the entire principal at any time after reaching age thirty. These rights of withdrawal shall be cumulative and may be exercised in whole or in part at any time and from time to time after the right accrues. The amounts which may be withdrawo before a child reaches age thirty shall be based on the market value of the principal of the trust at the time of the first withdrawal. (4) I give the child the limited power by will containing a specific reference to this power of appointment to appoint any part or all of the income to his or her surviving spouse for the spouse's life or any shorter period and to appoint any part or all of the income and principal outright to or in further trust for anyone or more of the child's issue. (5) Upon the death of the child to the extent that the child fails to exercise effectively his or her power of appointment, the trustee shall transfer any remaining principal of the child's trust per stirpes to the child's then living issue. If the child leaves no living issue, the trustee shall transfer the same (i) to Barbara's other child ifhe or she is -3- - - ,."~,,, 6:,~~.\~N\\' ~~1~~\~' then living and has already received the entire principal of his or her original trust share hereunder; (ii) to the trustee to be added to the principal then held in trust for Barbara's other living child if that other child's share is still held in trust hereunder; or (iii) to Barbara's other child's issue per stirpes if that other child is then dead. (6) If at any time there is no living beneficiary to whom income or principal may be distributed pursuant to the provisions of this paragraph B, then any remaining principal shall be distributed pursuant to paragraph A of this Item FOURTH as ifI had died at such time. (7) Anything hereinbefore to the contrary notwithstanding, the trustee shall have the sole and absolute discretion to terminate any trust share under paragraph B of this Item FOURTH at any time if the trustee determines that the continuance of the trust is impractical, uneconomical or for other reasons unwise. Upon such termination the trustee shall distribute the remaining principal absolutely to the person or persons then entitled to receive the income therefrom in the same shares and proportions as such persons are entitled to receive the income. The trustee or trustees authorized to act under this paragraph shall be subject to the provisions ofItem FIFTEENTH below. FIFTH: All itJ.come derived from assets received as principal of this trust during my lifetime which has accrued when such assets become subject to this trust but which is received by the trustees thereafter, whether the same is legally principal or income, shall be applied in accordance with the provisions herein set forth for the distribution of income. SIXTH: Income of any trust hereunder accrued but not on hand at the death of an income beneficiary shall not be distributed to the estate of the beneficiary but shall be distributed to the succeeding income or principal beneficiary or beneficiaries. -4- - SEVENTH: Ifmy testamentary estate, exclusive of my residence and tangible personal property, shall be insufficient to pay my debts, funeral expenses, and expenses of the administration of my estate, the trustee may in the sole discretion of the trustee pay any part or all of such debts and expenses out of the principal of this trust but none of said debts or expenses shall be enforceable against the trustee by reason of this provision. EIGHTH: Any principal or income to which a beneficiary under the age of twenty-one years becomes entitled absolutely under the foregoing provisions may nevertheless be retained by the trustees in trust for the beneficiary until the beneficiary attains the age of twenty-one years and income may be accumulated and invested in accordance with the investment powers given the trustees. The trustees may apply such part or all or none of the income and principal as the trustees may determine in the sole and absolute discretion of the trustees for the education, support and welfare of the beneficiary, by the payment of bills therefor or by direct payment to the beneficiary or by payment to any person selected by the trustees to disburse such funds, whose receipt shall be a complete discharge of the trustees therefor. If the trustees determine that it is impractical to administer a share hereunder, the trustees may in discharge of all duty hereunder deposit it in an interest-bearing account in the name of the beneficiary, with or without restrictions on withdrawal prior to age twenty -one, as the trustees deem appropriate or may pay the beneficiary's share to the parent or other person having custody of the beneficiary, or may transfer the funds.to a custodian designated by the trustees for the beneficiary under the Uniform Transfers to Minors Act of Pennsylvania or similar legislation in any other jurisdiction. All funds not paid to or applied for the beneficiary in accordance with the foregoing provisions shall be paid to the beneficiary at age twenty-one or to the beneficiary's personal representative in the event of the beneficiary's death prior to age twenty-one. -5- - ~ ...." ..,-..,.,.,"'.....,.....-.-"~.,'-,---..,-.:-'-.-,.., _."~.-"~'-'!"'<.~.~"1~~ 1,'ll"!1~, (1',\\:.,\",,\.1 ';"\':~s~S" NINTH: Until actually distributed to the beneficiary no principal or income of this trust or any trust hereunder shall be liable for any debt, contract or engagement of any beneficiary nor liable to any legal process, nor subject to assignment, transfer or anticipation, except that any beneficiary may assign any part or all of the beneficiary's interest in this trust to anyone or more of the beneficiary's descendants. TENTH: In addition to any disclaimer rights conferred by law, I authorize any beneficiary within nine months of my death to disclaim in whole or in part any interest, benefit, right, privilege or power granted under this deed of trust. The disclaimer shall be in writing duly acknowledged and executed by the beneficiary or his or her guardian, committee, executor, administrator or other representative, delivered to the trustees hereof and filed in the court having jurisdiction over this trust or as otherwise provided by law. Any interest or benefit that is disclaimed, including the principal supporting any disclaimed income interest, shall pass or be distributed as though the beneficiary had predeceased me, and any right, privilege or power that is disclaimed shall be treated as though it had never existed; provided that the disclaimer shall not affect any other interest, benefit, right, privilege or power granted under this deed of trust. ELEVENTH: All estate, inheritance and other death taxes and any interest and penalties thereon imposed by reason of my death on property forming the principal of this trust at my death (other than property passing hereto under my will) shall be paid out of the principal of the trust without apportionment or reimbursement. In addition, the trustees shall have the power but not the duty to pay from the principal of this trust, either directly or to my personal representatives, as much of such taxes, and interest and penalties thereon, on the balance of my gross estate for tax purposes as the trustees may determine in order to facilitate the settlement of my estate. No beneficiary shall be required to refund any part of such taxes, -6- - .- _.__......,......~'..".,.-,.,..".,')"'\"...':"""';. ~&~~} interest or penalties. All taxes, interest and penalties that are paid out of the principal of this trust shall be charged against and paid out of the principal of the property passing under Item FOURlH. TWELFlH: The trustee is expressly authorized to receive additional property from me or any other person, and to administer and distribute the same hereunder. TIDRTEENTH: I give the trustee the following powers during the administration and until the completion of distribution of this trust and any trusts hereunder in addition to any powers given the trustee by law which the trustee may exercise in the sole discretion of the trustee and without court approval: A. To retain and invest in all forms of real and personal property, including stock and common trust funds of any corporate trustee hereunder or of any holding company controlling the corporate trustee without restriction to investments authorized by law. B. To join in any merger, consolidation, reorganization, voting trust plan or similar action, and to delegate discretionary powers or duties with respect thereto. C. To sell at public or private sale for cash or credit, to exchange, or to lease for any period of time, any real or personal property, to give options for sales, exchanges or leases and to allocate premiums from the sale of options to income or principal. D. To borrow money from anyone, including a trustee hereunder, and to mortgage or pledge any assets as security therefor. E. To compromise or settle claims without obtaining the consent of any beneficiary. -7- - - F. To make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share, giving consideration to such extent as the trustees determine to the federal income tax basis of such property. G. In the sole discretion of the trustees to apply any payment of income or principal to which an individual beneficiary is entitled hereunder directly for the benefit of the beneficiary or to pay it to such person as the trustees select to disburse it for the benefit of the beneficiary. The receipt of the person so selected shall be a complete discharge of the trustees therefor. H. To repair and maintain any real or personal property and to charge the expense to income or principal. I. To apply to income or principal any corporate distribution which is described or designated by the corporation as a stock dividend or as a distribution which may be received either in cash or in shares of the corporation at the option of the holder. J. To merge for investment purposes only the several separate trusts and to allocate to each trust an undivided interest in any or all of the assets held. K. To arrange for custodian, accounting and/or investment advisory services without diminution of compensation otherwise properly payable to the trustees, to charge the expense thereof either to principal or to income or partly to each. L. To register investments in nominee name or to hold investments in bearer form. M. To retain any policies of insurance on the lives of others that the trustees may receive and to pay premiums thereon entirely from income or principal or both in such proportions as the trustees deem wise; to sell or redeem any of said policies, and to exercise any options, rights, privileges and incidents of ownership granted under said policies; provided as to insurance on the life of any trustee hereunder that such trustee shall neither have -8- - .- nor exercise any powers, options, rights, privileges and incidents of ownership in the insurance, but all of the same shall be exercised by the other trustee or trustees. N. To combine the assets of any trust hereunder with those of any substantially similar trust for the same beneficiary or beneficiaries under this or another instrument, either by transferring such assets to the trustee or trustees of such trust for further administration, accounting and distribution as a part of that trust or to accept from the trustee or trustees of such trust assets thereof for administration, accounting and distribution as part of a trust under this deed of trust. O. I have authorized my executors to make the elections permitted by the Internal Revenue Code with respect to the date for valuing the assets of my estate, with respect to claiming administration and medical expenses as income or estate tax . deductions and with respect to any other iIicome, estate or gift tax option. Even though the exercise of such elections affects the size of the principal of the trusts hereunder, the trustees shall not be required to make any compensating adjustments between principal and income or between beneficiaries or trusts in consequence of such elections. FOURTEENTH: The words "child" "children" and "issue" as used herein shall include persons adopted during minority and their issue as well as blood descendants, regardless of whether the adoption occurs before or after my death or the date of this trust. FIFTEENTH: A. Wherever the trustee has the discretion to determine whether or to what extent principal or income shall be distributed to or used for the benefit of a beneficiary, the trustee may but need not necessarily consider the resources and sources offunds available to such beneficiary. B. Except for myself, no trustee who is also a current income beneficiary of a trust hereunder shall participate in deciding whether or to what extent principal -9- - - r([~r~^"'-"--"----- or income shall be distributed to or used for the benefit of a beneficiary of such trust hereunder, whether any receipt or disbursement shall be allocated in whole or in part to or against principal or income of such trust or whether such trust share shall be terminated. All such decisions shall be made solely by the other trustee or trustees. C. No trustee who is also the parent of a beneficiary of a trust hereunder shall participate in deciding whether or to what extent principal or income of such trust shall be distributed to or used for the benefit of such trustee's child if such distribution would discharge any legal obligation of the trustee to support the child. All such decisions shall be made solely by the other trustee or trustees. SIXTEENTH: The situs of this trust is Pennsylvania and all questions pertaining to its validity, construction, interpretation and administration shall be determined in accordance with the laws of Pennsylvania. SEVENTEENTH: I reserve the right to amend or revoke this deed of trust in whole or in part at any time and from time to time by instrument in writing, other than a will. EIGHTEENTH: A. At such time as I am no longer willing or able to act as trustee hereunder (as determined by my niece, Barbara J. Schweitzer, in her sole discretion after consultation with my physician, or if she is unable to make such determination then as so determined by Karl M. Schweitzer, Sr.), Barbara J. Schweitzer shall serve as trustee in my place without any further action or court approval and I give her the power to appoint as a co-trustee andlor successor trustee such individual, bank or trust company as she designates in writing, including her will. E~h individual trustee so appointed shall have the same power. If Barbara is at any time unable or unwilling to act or continue to act as trustee and has not effectively appointed a co-trustee or a successor trustee, then I appoint Karl M. Schweitzer, Sr. trustee in her -10- - - fl: 1\:,\\:;\Vl 'Z(\~1~1W '-,.....' place and give him a like power to appoint a co-trustee or successor trustee. Each individual trustee so appointed shall have the same power. B. The term "trustee" as used herein shall be deemed to refer to all trustees serving hereunder, except as prohibited when a discretionary power is given to the trustee. C. No trustee serving hereunder shall be required to enter bond or other security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal as settlor and trustee. Dated: I. '('1 ( ....--- 9~t-Qf XI 'VttlJ;U~,d,....(.i.- ALBERT L. TRAMONTINA, Settlor and Trustee (SEAL) -11- - COMMONWEAL TII OF PENNSYLVANIA SS. COUNTY OF On this day of ,1998 before me, the subscriber, a Notary Public for the Commonwealth and County aforesaid, personally appeared ALBERT L. TRAMONTINA, and in due form oflaw acknowledged the foregoing trust agreement to be his act and deed and authorized the same to be recorded as such. WITNESS my hand and Notarial Seal the day and year aforesaid. Notary Public STATE OF PE~SYLVANIA : COUNTY OF! f l011idltr7iJ/vLj/ : ltl. a t--- . On this 1;2- 'tf\.) 4ay; of lj1~jt.U, , 1998 before me, the undersigned officer, personally appearectf)/.fY7 5 . [t.!11f1.o/ . ,known to me (or satisfac:o~lY proven) to be a member of the oar or the highest court of slUd Commonwealth and a subscnbmg witness to the foregoing trust agreement, and certified that he was personally present when ALBERT L. TRAMONTINA, whose name is subscribed to the foregoing trust agreement, executed the same, and that said person acknowledged that he executed the same for the purposes therein contained. SS. IN WITNESS WHEREOF. I '-[ ~ my Imnd "" oflkW ""'. Notary Public OOOOI234.WPD Notarial SoaI ThenIsa BI1l8t1, Nctary Public wost ("""_Bon>, MontgomtryCounty My ComtnII8illn ExPI'IIl April 7 , 2001 Member, P8MsyIYInIa As8adallon of Notarlal ~h'" ., -, - - "'. .~" . ~. '::., :"," ,". .," >' ~.. . , ,,' SCHEDlJT,E "A" . '" ~., " ,OJ ,_. .;: -'j..' Mentioned in the foregoing deed of trust between ALBERT 1. TRAMONTINA, the settlor, and ALBERT 1. TRAMONTINA, the trustee, dated 8 - 'I . ? 11 Cash in the amount of$I.OO .1998. Michael }. Ma/pe:li Owner 8 Market Pla:a Way. Mechanicsburg, PA 17055 Phone: 697.4696 May 9, 2001 Barbara Schweitzer 755 McCormick Road ,Mechanicsburg. PA 17055 The Funeral Service for Albert L. Tramontina We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff 3. AUTOMOTIVE EQUIPMENT Out of town transportation FUNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: Stainless Steel Casket Burial Vault Register, Memorials, Adm. THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADV ANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Opening Grave Ct:mt:tery Equipment Newspaper Notices - Out.of-town Clergy/Mass Offering Organist Certified Copies of the Death Certificate Soloist Seven Dolors Marker Installation TOTAL CASH ADVANCES AND SPECIAL CHARGES SUB-TOTAL INITIAL PAYMENT I DISCOUNT I CREDlTS TOTAL AMOUNT DUE Please $2985.00 $150.00 $3135.00 $3460.00 $1965.00 $45.00 $8605.00 $850.00 $100.00 $131.34 $200.00 $75.00 $40.00 $75.00 $100.00 $255.00 $1826.34 $10431.34 -------~.-.-- - ~431,].Y Pel. 6 - I '::,-- 0 \ J:cti-OOI r!L-t--f JJ / OI'f)c1 / 9Q'tff0'1 -- n'UJ.~UJ AIa'\U:>'''''1 T~is is to certify that this is a true ( of the record which is on file in the Pennsv1 WIth Act 66, P.L. 304, apptoved by the ueneral Assembly, June 29, 1953. ,ia Division of Vital Records In accordance WARNING: It is illegal to duplicate this copy by photostat or photograph. C\~s.~)i)"Y.. Robert s. &kerman, Jr., MPH Secretary of Health Charles Hardester State Registrar No. ~/I~ 1814329 JUN 0 2 2001 Date Hl05.143R....21Br COMMONWEALlH OF PENNSVLVANIA . DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH CUmberland M. '" 2. Male STICIliAI.ENU_R SOCIALSECURITYNUr..SIOA ,165 10 0832 037557 """""" '" PERM"NEHT SL"CKIMK ~.\, ,....r..EOFOECEClENTCf....MdQloo.1.Ul 1. Albert L. Trarrontina "'GEll...~ UNDER1'lV.R UttDf1II1D#11r _. 0.,. 1ic>ul>I!........ PL\Ci:O'OEII1HfCI><<JI<O"l'or>o _"""UCbonO""__ HO$PfW.: OTHEFl: -._0 E~I_O :::::::00 DECEDENT'S USUAl OCCUPllJlON ~IND OF BUSlNlSSIINOUSTRV ~...=:~.;.,':t.:::~:r 11 Bookkee 11 Manufacturing DeCEOeNT'S"""'lINQ~ESlI(SIr"'.Ci~,S1olo.ZII>CoQfi llfiCEOENT'S 206 West courtland Avenue =:-NCE ShirernanStown, PA 11011 0II...:':i' ~- (l-1",h) MAR/fAt ~ua._ _M"'iecl.~ ......-.. N.ever Married ". 17&.SIa/OO '" - ~.. Cumberland -.utWp? 1'h1J1J :...~.::'" Shiremanstown MOTIlER.SNIoME(F...._.-.SUrnllllel 11. Victoria Brun INFOfII...o.NT"S loWUN01oCIORE8lI(SIoW.CiIyffown,S-O.ZIoC_1 755 McCormick Road Mechanics P!.ACEOl'OISPOlIITION._QlCtmel6rY.C,.......xy 000.- !!~ly Sepulchre Ce.-retery ~E.r.NOo\CIllfIESSOFFM:lllTV llc..O"",.__1r - , ,. F.Qlil'fI'Stu.MElFirtl.lo6d",",lUll 11. Lawrence Tram::Jntina SNllIIiIE(f~itIll Barbara Schweitzer 1oIE11<<Xl0000lSPOSlTlOH O ......KJ ,Ctwna_O -..__.0 o.or.-. 0INtlSPec'Y' . ,. ,~. 00- . . , ~ PA .~ \ : R.""" 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