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OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Hunter, Mildred J
DAlE OF DEATH (MM-DO-YEAR)
FILE NUMBER
21 05
COUNTY C DE YEAR
socw... SECUR\l'Y NUMBER
180-24-0550
00854
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOClAl.SECURITY NUMBER
4a. Future Interest Compromise (date of death after
12-12--82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal PovertY Credit (date of death between
. 12-31-91 and VI:gS)
o 3. Remainder Retum (date of death prior 10 12-13-82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe: Deposit Boxes
o 11.Bectiontotax uMerSec. 9113{A.) {Attach SchO)
[!] 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach
copy of Wi")
o 9. Utlgatlon Proceeds Received
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[!]
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2. Supplemental Return
DAlE OF BIRTH (MM-OD-'tEAR)
09-07 -2005
07-19-1915
COMPlETE MAILING ADDRESS
130 W. Church Street
Dillsburg, PA 17019
(1) None OFFICIAL USE ONLY
(2) 34,962.08 .....,
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(3) None = 0
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(4) None - (~ <> --:--'::1
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(5) None n -J CJ
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(6) None ...,.
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(7) 1,023,581.24 ::-':'j ,')(J
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(8) 1,058,543.32
(9) 22,096.30
(10) 3,524.73
(11)
(12)
(13)
(14)
13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(aX1.2)
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0 .045 (16)
;: 16, Amount of Une 14 taxable at lineal rate 1,032,922.29 x
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0.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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0
0 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18)
)(
~ 19. Tax Due (19)
(IF ApPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAl)
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NAME
David J. Lenox
FIRM NAME. {If appllcable)
The Wiley Group, PC
TELEPHONE NUMBER
717-432-9666
CHECK HERE IF yOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
25,621.03
1,032,922.29
0.00
1,032,922.29
0.00
46,481.50
0.00
0.00
46,481.50
20.00
~.;It;l:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
:z 6. Jain~y Owned Property (Schedule F)
g 0 Separate Billing Requested
S 7. Inter-Vivos Transfers & Miscellaneous Nan.probate Property
i'! (Schedule G or L) 0 Separate Billing Requested
~ 8. Total Gross Assets (total Lines 1-7)
lil 9. Funeral Expenses & Administrative Costs (Schedule H)
~
10. Debts of Decedent, Mortgage Uabilities, & Uens (Schedule I)
11. Total Deductions (total Unes 9 & 10)
12. Net Value of Estate (Une 8 minus Une 11)
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00;
Decedent's Complete Address:
STREET ADDRESS
29 Old Stone House Road S.
CITY Carlisle
ISTATE PA
IZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
46,481.50
44,157.43
2,324.08
Total Credits (A + 8 + C) (2)
46,481.51
3. InterestIPenally if applicable
D. Interest
E. Penally
Total Interest/Penally (D + E) (3)
4. If line 2 is greater than Line 1 + line 3. enter the difference. This is th€OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than line 2. enter the difference. This is theTAX DUE (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total 01 Line 5 + SA. This is theBALANCE DUE (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.01
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:............................................................................. [!] D
b. retain the right to designate who shall use the property transferred or its income;................................ ~ 0
c. retain a reversionary interest; or............................._............................_............................-................ 0 ~x
d. receive the promise for life of either payments, benefits or care?.......................................................... D ~
2. II death occurred after December 12. 1982. did decedent transler property within one year 01 death without
receiving adequate consideration?...........................................................-.............................-..................... 0
3. Did decedent own an -in trust for" or payable upon death bank account or security at his or her death?......... 0
4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which
contains a beneficiary designatlon?.............................._............................-.................................................. 0 ~
IF THE ANSWER TO ANY OF THE ABOYE 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, Indudlng accompanying schedules and statements, and to the best of my knowledge and belief, it is true, oorrect and
complete. Declaration of preparef' other than the personal representative is based on all information ofwhid1 preparei' has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS DATE
Jeanne A Mullikin
[!]
[!]
29 Old Stone House Road S.
Carlisle, PA 17013
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ADDRESS
29 Old Stone House Road S.
Carlisle, PA 17013
/2/~J
DATE
ADDRESS
130 W. Church Street
Dlllsburg, PA 17019
/~/;- D,-
For dates of death on or after July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse Is 3% [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%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statutedoes not exemota transler to a surviving spouse lrom tax. and the statutory requirements lor disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child 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. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S.
~9116 1.2)[72P.S.~9116(a)(1)J.
The tax rate imposed on the net value oltranslers to or lor the use 01 the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)J. 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.
LAST WILL AND TESTAMENT
OF
MILDRED J. HUNTER
I, MILDRED J. HUNTER, of Cumberland County, Pennsylvania do. hereby make,
publish and declare this, my last Will and Testament, hereby revoking and making void any and
all Wills and Codicils at any time heretofore made by me.
FIRST: I direct that my debts, the expenses of my last illness and the expenses of
my funeral be satisfied and fully paid out of my estate. as soon as may' be convenient after my
decease.
SECOND: I direct that my Executor hereinafter named arrange for a funeral, and if I
have not already purchased a burial lot, I hereby authorize and empower my Executor to purchase
such a lot, to erect a suitable memorial thereon, and to provide for the permanent upkeep of same
out of my estate.
THIRD: Inasmuch as all items of household furniture and furnishings in my
residence and all jewelry, clothing and other purely personal effects have been transferred to the
previously created revocable living trust described in the paragraph below, I make no disposition
of the same in this, my Last Will and TestaInent, but rather certify that all of the same are the
property of the just-referenced revocable living trust.
FOURm: I give, devise and bequeath the rest, residue, and remainder of my Estate,
. of every nature and wherever situate, unto my Trustee, to be added to and thereafter held in Trust
as part of the Trust Estate pursuant to that certain Revocable Trust Agreement dated November
10,2000, and executed by me prior to the execution of this, my Last Will and Testament, to have
and to hold, IN TRUST, for the uses and purposes, and subject to the terms and provisions
thereof, including any alterations or amendments thereto, or any other Trust which may hereafter
be substituted therefor.
FIFTH:
A: I hereby name, constitute and appoint, JEANNE A. MULLIKIN and
THOMAS O. MULLIKIN as Co-Executors of this, My Last Will and .
Testament.
B: . I direct that my fiduciaries shall not be required to enter security in any
jurisdiction in which they may act.
c: My Executor shallhRve the following powers in addition to those vested
in her by Law and by other provisions of this, my Last Will and Testament,
exercisable without court approval, and effective until distribution of all property:
1. To retain any or all of the assets of my estate, real or
personal, without restriction to investments authorized for
Pennsylvania fiduciaries,. as my Executor from time to time may
deem proper, without regard to any principle of diversification or
risk.
2. To invest in all forms of property without restriction to
investments authorized for Pennsylvania fiduciaries; as my
Executor from time to time may deem proper, without regard to
any principle of diversification or risk.
3. To sell at public or private sale, to exchange, or to lease for
any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms or Conditions as my Executor from time to time may
deem proper.
.4. To allocate receipts and expenses to principal or income or
partly to elich as my Executor frOm time to.time may deem proper.
5. To bOITowmoney from person or institution including my
Executor and to mortgage or pledge any or all real or personal
property as my Executor in my Executor's sole discretion shall
choose, without regard to the dispositive provisions of this
instrument.
6. To compromise any claim or controversy asserted by or
against my estate.
7. To make distribution in cash or in kind or partly in cash and
partly in kind, and in such manner as my Executor may determine,
and at valuations finally to be fixed by my Executor.
SEVENTH: I direct my Executor to claim any expenses of administration of my estate as
income tax deductions upon any income tax return or returns whenever in said Executor's sole
judgment such action will achieve an overall reduction in the total income and death taxes. No
compensating adjustments between income and principal shall be made as a result of such action.
EIGHTH: I direct that all estate, inheritance and other taxes in the nature thereof,
together with any interest or penalty thereon, becoming payable by reason of my death, with
respect to property forming my gross estate for tax purposes, whether or not passing under this, my
Last Will and Testament, shjlll be considered an expense of administration of my estate, and no
legatee or devisee or any person having a beneficial interest in any such property, whether under this
my Last Will and Testament, or any Codicil thereto, or otherwise shall at any time be required to
refund any part of such taxes; provided, .however, that such taxes may be paid from the Trust Estate,
in accordance with the provisions set forth for the payment thereof in that certain Revocable Trust
Aweement dated November 10,2000.
NINTH: Whenever used in this, my Last Will and Testament, the singular shall include
the plural, the plural the singular, and the use of any gender shall be applicable to all genders. As
used herein, the terms "child.... "children" and "issue" and similar terms shall not include adopted
children or step-children.
IN WITNESS WHEREOF: 1, MILDRED J. HUNTER, the Testatrix above named, have to this,
my Last Will and Testament, typewritten on four sheets of paper including the self proving affidavit,
hereunto set my hand and seal this /6'11- day of A.Jov.,,~ iu/ .2000. .
~1~
MILDRED ff. HUNTER.
SIGNED, SEALED, PUBLISHED, and DECLARED by the said MILDRED J.
HUNTER, as and for her Last Will and Testament, in the presence of us, who, in the presence of
the Testator and of each other, have hereunto subscribed our names as witnesses thereto.
JJvm;x(L~>>V
SHA WNA L. R
One South Baltimore Street
. Dillsburg, PA 17019.
COMMONWEALTHOFPENN8YLVANIA )
)88:
COUNTY OF YORK )
We, MILDRED J. HUNTER, DAVID J. LENOX, ESQ. and SHA WNA L. VARNER, the
testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing
instnnnent, being first duly sworn, do hereby declare to the undersigned authority that the testatrix
signed and executed this instnnnent as her last will and that she had signed willingly or directed
. another to sign for her, and that she executed it as her free and voluntary act for purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will
as witness and that to the best of our knowledge the testatrix was at the time 18 or more years of age,
of sound and mind and under no constraint or undue influence.
G}~
- TESTATRIX
DAVID J. L X, ES . - WITNESS
~~
8HA WNA L. V R - WllNESS
Subscribed, sworn to and acknowledged before me by MILDRED J. HUNTER, the testatrix, and
sworn to before me by DaVid J. Lenox, Esq. and ShaWna L. Varner, witnesses, this
Id*IJ day of 1/.J(}1/&n7 h~.y- .2000. .
S f)4~tit'1-'/ JkD
NOTARY P LIC
MY COMMISSION EXPIRES:
Notarial Seal .
Dawn Gladfelter, Notary Pubh. .
s. OlllsbUrp BOEr~p' ~~~k Ja~urr. 2001
M CommiSSion "
y nn~ anla asoclation 0 OS
ember. . -,
REVOCABLE
TRUST AGREEMENT
MADE this 10th day of November, 2000 by and between MILDRED J. HUNTER,
individual and resident of Cumberland CountY, Pennsylvania, (hereinafter alternatively referred to
as the '''Settlor''), and MILDRED J. HUNTER, individual and resident of Cumberlan4 County,
Pennsylvania, as the Trustee (hereinafter alternatively referred to as the "Trustee'!).
WITNESSETH:
ARTICLE ONE
(A) Establishment of Trust Estate: The Settlor has transferred and delivered to the
Trustee that property more fully described in Schedule ."A", attached hereto and made part hereof
(the "Property"). The Trustee shall hold and administer .the Property, together with all other cash or
property of any kind. which the Trustee ilt any time may acquire from the Settlor or from others by
. inter-vivos transfer otpursuant to beneficiary designations by Last Will and Testament or otherwise,
including, but not limited to, the residue and remainder of Settlor's Estate as provided for in Settlor's
. Last Will and Testament ("Additions"), together with the proceeds, .investroents imd reinvestments
with respect thereto as a trust estate ("Trust Estate") on the terms and conditions hereinafter set forth.
The name of the Trust herein created shall be THE MILDRED .J. HUNTER
REVOCABLELIVING TRUST, dated November 10, 2000.
(B) Distributions to Settlor Durin!: Settlor's Lifetime: During the lifetime of the
Settlor, the Trus~shall pay to the Settlor or expend for the Settlor's benefit the entire net income
produced by the Trust Estate ("Income") in convenient inStallments or otherwise as Settlor may from
. time to time direct, together with such. portion of the principal of said Trust Estate as Settlor may
from time to time direct in writing or, if Settlor gives no directions, as the Trustee deems advisable.
to provide for the health, welfare and comfortable support of the Settlor, and to continue Settlor's
accustomed pattem of giving to individuals and organizations. Any unexpended Income shall be
added. to principal and in,vested as such. .
(C) . Distributions of Trust Estate in the Event a Settlor Becomes InCapacitated:
If lit any time Settlor is under a legal disability, or if by. reason of illness or mental or physical
disability Settlor is "incapacitated," as suchtetm is defined below, and is unable to make or
communicate responsible decisions concerning Settlor's affairs, the Trustee shall use the income and
part or all of the principal of the Trust Estate for the care, comfort and support of the Settlor, or for
any oilier purpose which the Trustee, in their sole and absolute discretion, deem to be for the best
interests of the Settlor.
.,"
"Incapacity" of a Settlor shall be determined by the existence of one or more of the following:
(I) There is a court order, which such Trustee or beneficiary deems to be jurisdictionally
proper and still concurrently applicable, holding a person to be legally incapacitated to act on his or
her own behalf or appointing a guardian to act for him or her, or
(2) There are dilly executed, witnessed, and aclmowledged written certificates of a
licensed physician (whom represents that he Or she is certified by a recognized medical Board), to
the effect that the physician has examined the Settlor and has concluded that sUCh person has become
incapacitated to act rationally and prudently in his or her own financial best interests, or
(3) There is evidence which such Trustee or beneficiary deems to be creditable and still
currently applicable that the Trustee has disappeared, is unaccountable absent, or is being detained
under duress where he or she is unable effectively and prudently to look after his or her own best
interests.
Given the occurrence of such events or cirCumstances, the affected Settlor shall be deemed
to have become incapacitated. Such incapacity shall be deemed to continue until such court order,
. .
certificates, and/or circumstances have become inapplicable or have been revoked.
Any physician's' aforesaid certificate may be revoked by a similar certificate to the effect that
the person is no longer incapacitated executed either: (a) by the originally certifYing physician(s) or
(b) by another licensed, Board certified physician. No Trustee shall be under any duty to institute
any inquiry into the person's possible incapacity, but the expense of any such inquiry reasonably
instituted may be paid from the Trust aSsets. Payment for such inquiry refers both to a reasonable
inqIDry as to the incapacity of such fudividual and to that inquiry as to the revocation of such a
certificate. . .
. (D) . Distributions Following the Death of the Settlor:
1. Income Distribution Upon Death of Settlor: .
Upon the death of the Settlor, the Successor Trustee shall pay to the personairepresentative of the
estate of the Settlor, all Income accrued but undistributed as of the date of death of the Settlor.
. 2. Distribution of Principal to Estate of Settlor to Pay "Death Taxes": ~.
The Successor Trustee shall then make payment to the personal representative of the estate of Settlor,
out of the principal of the Trust, an amount equal to the estate, inheritance, transfer, succession or
other death taxes ("death taxes") federal, state and other, payable by reason of the inclUSion of part
or all of the trust property in his or her estate. The determination by the personal Representative of
the estate of the Settlor, of the amount payable hereunder shall be final and conclusive. The final .
determination of the amount due hereunder shall be based upon the values as finally determined for
estate tax purposes in the estate of the Settlor. . The Settlor hereby directs the Successor Trustee to
pay such amount promptly upon written request of the personal representative of the estate of the
Settlor, and upon payment of the amount finally determined to be due hereunder,
the Successor Trustee shall be discharged from any further liability With respect to such payment.
3. Power of Appointment Exercisable by the Settlor: Upon the death of the Settlor, the
remaining prIncipal and any accrued or undistributed InCome shall be transferred and delivered to
or for the benefit of ~uch one or more per~ons, corporations or other organizations, including the
e,state of the Settlor or to the creditors of the Settlor, in such portions or amounts and subject to such
trusts, terms and conditions as the Settlor, may appoint by specific reference in the Last Will and .
Testament of the Settlor to the power of appointment contained in this, Paragraph (D) 3 of Article
One. lfthe Settlor does lIot exercise this power in full, the unappointed principal and accumUlated
and undiStributed Income shall be distributed as hereinafter provided.
4. Distributions of Remaining Income and Principal: Upon the death of the Settlor,the
remAining principal of the Trust and any accumUlated or undistributed income shall be distributed
as follows:
(a) Specific Distributions from tbe Trust Estate:
Prior to any distribution of the balance of the Trust Estate, the following specific
distributions shall be made by the Successor Trustee:
NONE
(b) Distribution oftbe Balance oftbe TrustEstate:
After provision has been made for the above-noted specific distributions, the
balance of the Trust Estate shall be divided into shares as proportionately as
possible and distributed as follows: '
100% to Settlor's daughter, JEANNE A. MULLIKIN, providing
she survives the Settlor by a period of Thirty (30) days. Should Jeanne A. '
Mullikin, fail to survive the Settlor by a period of Thirty (30) days, then the
b<!lance Trust Estate shall be distributed to the Settlor's son-in-law; THOMAS O.
MULLIKIN. '
In the event Jeanne A. Mullikin and Thomas O. Mullikin fail to'
survive the Settlor for a period of Thirty (30) days, then the balance Of the Trust
Estate 'shall be distributed to the Settlor's surViving grand-children in equal shares
per stirpes. In the event any of the above grand-children shall predecease the
Settlor, the share ofSaid predeceased beneficiary shall be distributed to the issue
of said beneficiary in equal shares per stirpes.
ARTICLETWO
(A) Distribution to Minors:. In the disbursement of funds directed to be paid to or for
the use and benefit of any beneficiary who shall not have attained the age of eighteen (18) years,
the Trustees may, in their sole and absolute discretion, make payment of the same to the parent,
guardian or such other pers.on, if any, havmg custody of the beneficiary who has not yet attained
the age of eighteen (18) years at the time such payments. are made, to be used for the health,
education, welfare, maintenance and support of such beneficiary, but without liability on the part
of the Trustees to see the application of said payments by the payee, and the receipt of any such
persons ~hall be a full acquittance of the, Trustees as to any amounts so paid, or the Trustees may
make payment of the same directly to or for the benefit of such beneficiary. This shall be
construed as a power only and .shall not operate to suspend the absolute ownership thereof by .
such beneficiary who has not yet attafued the age of eighteen (18) years, nor prevent the absolute .
vesting thereof of such beneficiary. .
(B) Perpetuities Savings Provision: NotWithstanding anything to the contrary herein
contained, UPOl). the expiration of twenty-one (21) years following the death of the survivor of all
the beneficiaries herein named or described who are living at the death of the first Settlor to die;
all Trusts rem~;n;ng hereunder shall terminate, and the principal shall be transferred and
delivered to the person then entitled to the Income therefrom.
(q Spendthrift Clause: Neither the principal nor the Income of any portion of the
Trust Estate shall be liable or subject to the contracts, debts, liabilities or torts, now or hereafter
made, contracted, incurred or coI!llllitted, of any beneficiary or remainderman; nor shall the
principal or Income of the Trust Estate be liable to attachment by garnishment proceedings or
other legal process; nor shall any assigmnent or order either of principal or income, given by any
beneficiary orremainderman be valid, but the principal and Income shall be paid by the Trustee
directly to or for the use of the beneficiary entitli:d thereto, without regard to any assigmnent,
order, attachment or claim whatever. Every such attempted assigmnent or other disposition by
any beneficiary or remainderman shall not be merely voidable, but absolutely void, except that
this provision shall not impair or restrict the exercise of any power of appointment granted
hereunder. No payment-hereunder shall become the property of any beneficiary or remainderman
until it is received by him or his guardian. . . .
(D) Disposition of Accrued Income Following Death of Income Beneficiary: Upon
the death of any Income beneficiary, any Income accrued or received by the Trustee subsequent
to the last Income payment date shall be paid to the person or persons for whose benefit the
principal producing such Income is continued in trust or to whom such principal is distributed
under the teims hereof.
(E) Stock Dividends Allocated To Principal: Corporate distributions received in
shares of the distributing corporation shall. be allocated to principal, regardless of the number of
shares and however described or designated by the distributing corporation.
(F) Characterization .of "Income": "Accrued Income": Income accrued on any
property received by the Trustee, either at the inception of the Trust Estate or.as an addition
thereto, shall be treated as Income and not as principal; PROVIDED, HOWEVER, that any
lump-sum distribution payable to the Trustee under any employee benefit plan or individual
retirement. account in which the Settlor has an interest shall. be treated as priIicipal
notwithstanding the options, elections or privileges $at may be exercised by the Trustee, the
Settlor or. any beneficiary for income, estate or death tax purposes. Upon the death of any
beneficiary of Income, any undistributed income then held by the Trustee for such beneficiary
shall be paid to the person or persons for whose benefit the principal producing such income is
continued in Trust or to whom it is distributed under the terms hereof.
(G) Authority to Terminate Small Trusts: Should the principal of any.trust herein
provided for be or become too small in trustee's discretion so as to make establishment or
contilluance of the trust inadvisable, my trustee may make immediate distribution of the then. .
remaining principal and any accumulated or undistributed income outright to the person or
"persons and in the "proportions they are then entitled to income. If any person is then a minor,
" distribution may be made the guardian hereinafter named. Upon such termination, the rights of
all persons who might otherwise have an interest as succeeding life tenant or in remainder shall
cease.
ARTICLE THREE
(A) Powers of the Trustee: The Trustee hereunder shall have the following powers, in
addition to and not in limitation of those granted by law: "
1. Accept. "Purchase and Ref";" Assets: To accept assets in kind from the Settlor,
her estate or elsewhere, to purchase assets from the est8.te and to retain such assets
in kind; "
2. Sale and Investment of Other Assets: To sell assets and to invest and reinvest
the proceeds and any other cash in any kind of property, real "or personal, or part
interest therein, located in the United States or abroad, including interest bearing
"accounts in or certificates issued by any firm, including a corporate fiduciary, and
securities underwritten by syndicates of which the corporate fiduciary is a member
but not purchased from the Trustee, all staMory and other limitations as to the
investment of funds, now or" hereafter enacted or in force, being waived; "
3. Hold <;ash: To hold Income cash uninvested until the next regular payment
date, without liability for interest thereon;
4. Purcha~e Lifelnsurance: To retain or. to purchase policies of life insurance, to
pay premiums thereon from income or principal and to exercise all rights of
ownership thereof;
5. Encumber Assets: To pledge, exchange or mortgage real or personal property
and to lease the same for terms exceeding five (5) years;
6. ('rive Options: To give options for sales, leases and exchanges;
7. Conwromise Claims: To compromise claims and controversies;
8. Vote Common Stock: To vote shares of corporate stock, in person Or by
proxy, in favor of or against management"proposals;
9. Carry Securities Without IdentifYin~ Trust Estate: To carry securities in the
name of a nominee, including that of a clearing corporation or depository, or in
book entry form or unregistered or in such other form as Will pass by delivery;
10.: Distribution in Kind: To make division or distribution hereunder either in
cash or in JPnd; and, in connection therewith, to allocate to different kinds of, or
interests in, property and property having different bases for federal income tax
purposes, all as the Trustee deem equitable;
"
11. Investment of Trust Est~t" Assets: To inveSt and reinvest the Trust Estate
.' funds- (or leave them temporarily uninvested), in anytype of property and every
, kind of investment, without regard to any principle of diversification of risk, and
without being limited to "legal investments", including (but not limited to)
corporate obligations of every kind, preferred or common stocks, securities of any
regulated investment trust, and partnership interests.
12. 'Participate in Business Qperations: To participa,te in'the operation of any
business or other enterprise for whatever Period of time the Trustee deed proper,
with full power to do any and all things deemed necessary or appropriate,
including the power to incorporate any unincorporated business; to vote any and
. all shares of stock owned in any such business; to borrow and to pledge assets as
security for such borrowing; to assent to, join in, or vote in favor of or against any
merger, reorganization, voting trust plan, or similar action, and to delegate
discretionary duties with respect thereto; to delegate all or any part of the
supervision, management and operation of the business to such person or persons
as may be selected; and to close out, liquidate, or sell the business at such time
and upon such terms as the Trustee deem advisable.
13. Deposit Funds: To deposit Trust Estate funds in any commercial savings or
savings and loan accounts, or in "money market" or similar accounts maintained
. .
by any corporate fiduciary.
. 14. Borrow Funds: To borrow money for any reasonable Trust .Estate purpose
from any lender, including the power to borrow from the probate estate of Settlor.
for the' purpose of payment of taxes or on behalf of any separate trust hereunder
from any other separate truSt hereunder, upon such terms, including (but not
limited to) interest rates, security, and loan duration, as they deem advisable.
15. Make Loans: To lend TrustEstate funds to such persons and on such terms, .
including (but not limited to) interest rates, security, and loan duration, as the
Trustee deem advisable, including the power to make loans to the Settlor during
her lifetime.
16. Sale of Trust Estate Assets: To sell or otherwise dispose of Trust Estate
assets, including (but not limited to) Trust Estate real Property, for cash or credit,
at public or private sale, and with such warranties or indemnifications as the
Trustee deem advisable.
17. Alteration or Di~osal of Trust Estate Assets: To improve, develop, manage,
lease, or abandon and Trust Estate assets, as the Trustee deems advisable.
18. Hold Prooerty Without Identifying Trust Estate: To hold property in the name
of any Trustee or any custodian or nominee, without disclosing this trust, .
but the Trustee are responsible for the acts of any custodian or nOnllnee the Trustee
. so use.
19.' Com'pensate for Aclministradon: Topay and advance money for the TruSt
Estate's protection and for all expenses, losses, and iiabilities sustained in its
administration. . '
20. Act as Legal RfWresentative: To prosecute or defend any action for the
protection of the Trust Estate, the Trustee in the performance of their duties, or both,
and to pay, contest, or settle any claim by or against the Trust Estate or the Trustee
in the perforrilance of their duties.
21. Hire Consultants. etc: To employ and dismiss agents, brokers, investment
advisors, accountants, attorneys and employees, regardless of whether they are '
associllted with the Trustee, or 'the Trustee or affiliates or employees thereof, and to advise
or assist them in the performance of their duties.
22. Allocate Between Principal and Income: To determine what is principal or
income and what items shall be charged or credited to either. ' .
23. , Execute Binding Legal Instruments: To execute and deliver any instruments
necessary or useful in the exercis'e of any of the foregoing powers. '
24. Retain Non-IPcOllle Producinl!: Property: To retain, during the lifetime of the
Settlor, for so long as the Trustee may deem advisable arty property whatsoever,
regardless of whether or not such property income producing, '
25. Retain Settlor's Personal Residence: Following the death of the Settlor, the
Trustee are authorized to retain as part of the Trust Estate for the personal use of '
the Settlor, any property oiA:upied by Settlor and the Settlor at the death of Settlor as their
principal place of residence for so long as the Settlor wishes to occupy said residence.
During such period of retention, the Trustee shall pay from the Income or principal of the
separate trusts established hereunder as the Trustee may deem to be in the best interests
of such trusts and their beneficiaries, all taxes and assessments levied upon or assessed
against residence, and all costs of maintaining, repairing and insuring said residence.
No obligation of rent shall be imposed upon the Settlor during any period of
occupation of said residence. On Written or oral request of the Settlor, the Trustee
may sell said residence and repl;u:e it with other property which in the opinion of
, the Trustee is .suitableas a residence for the Settlor, to be -retained in the trust in '
the same manner as the property which was replaced.
26. Authority to Sign Documents: Either Trustee shall have the power to execute
individually any and all documents necessary to carry out the powers, functions,
and duties of the position of Trustee. Such power shall include, but shall notbe
limited to:' the signing of checks, the opening of bank or other financial accounts,
the disbursement of Trust funds, the execution of contracts, and other such
, "
financial transactions.
I
(B) Resignation of Trustee: Any TIJ.lStee may resign at any time during Settlor's
lifetimes by written notice to Settlor. After the death of the Settlor, a Trustee may resign at ~y
time, without stating cause, by notice to the remaining Trustee(s}; provided, however that prior to . .
the resignation of a sole rernRin;ng individual TruStee, such Trustee's resignation shall not
become effective until after such Trustee has appointed a c!>rporate trustee as sliccessor, and Such
corporate trustee has accepted such appointment. Absent such appointment and acceptance, said
Trustee'sresignation shall not become effective until said Trustee has petitioned a court of
competent jurisdiction to designate a successor corporate trustee.
(C) Successor Trustee(s): Upon the death, disability, incapacity or resignation of any
Trustee, during the lifetime of the Settlor, the Settlor may appoint one or more successor
Trustees. Upon the death, disability, incapacity or resignation of any individual Trustee
. following the death of the Settlor, the then remaining Trustee if any may appoint one or more
successor Trustees, who may either be individuals Or a corporate trustee; provided, however, that
such right of appointment Shall not exist to the extent a corporate trustee has already been
appointed hereunder.
Unless the Settlor makes other provisions during Settlor's lifetime as is her unlimited
right then upon the death or incapacity of the Settlor, JEANNE A. MULLIKIN and THOMAS
O. MULLIKIN, of Carlisle, Pennsylvania, shall serve as Successor Co-Trustee. In the.event a
Successor. Co-Trustee predeceases the Settlor or for any reason is unable to fulfill the position of
Successor Co-Trustee, the remaining Successor Co-Trustee may serve alone without
necessitating the appomtment of a replacement Trustee.
(D) Re.vlacement of A Corporate Trustee: If at any time a corporate trustee has been .
appointed during the lifetime of Settlor, the Settlor may replaCe such corporate trustee by written
notice to said cOrporate trustee, and may, but shall not be required to, designate a successor
corporate trustee. Following the death of the Settlor, an individual Trustee may replace a
corporate trustee by written notice thereto, and may, but shall not be required to, designate a
successor corporate .trustee.
(E) Compensation of Trustee: The Trustee shall be entitled to receive annual
compensation for their services hereunder but not in excess of such compensation as would be
approved by a .court of competent jurisdiction. Payment of such compensation to a Trustee, in
his, her or its capacity as such shall not preclude payment to any Trustee for the reIiditioll of
. professional services for, or on behalf of, the Trust Estate. For any services performed by the
Trustee in connection with Settlor's estates, which services are normally performed by the
personal representative, the Trustee shall be entitled to such additional cottlpensatiOli as .may be
fair and reasonable under the circumstances. . .
(F) Authority to Terminate Small Trusts: Should the principal of any Trust Estate herein
provided for, be or become too small in the Trustee' discretion to make establishment or continuance
of the Trust Estate advisable, the Trustee may make iImnediate distribution of the rernRining
principal and IOcome outright to the Income beneficiaries in the proportion to whi.ch they are then
entitled to the Income. The receipts and releases of the distributee will terminate absolutely the right
of all persons who might otherWise have a future mterest in any portion of the Trust Estate, whether
. . vested or contingent, without notice to them. and without the necessity of tiling an account with the
court..
.-
(G) Mer!:er: The Trustee may merge or consolidate for ..ilm;n;strative purposes any trust
established under this Trust Agreement with any other trust established by Settlor of the Settlor
having the same Trustee and substantially the same dispositive provisions.
(H) Division and Delegation of Duties by Trustee: One or more of the Trustee may,
whenever, as often, and for such period as they shall deem it advisable to do so, delegate to one or
more of the other Trustee, any or all ministerial and administrative dutieS, including the keeping of
books and records, acting as custodian of the Trust Estate propcrty,and preparing all necessary tax
returns, as well as the authority to..exercise in their names and behalf any or all the powers,
authorizations, discretion, and duties vested in or devolving upon them as Trustee under
the provisions of this Trust Estate. Any action taken by the Trustee to which such division or
delegation shall be made shall have the same force and effect as if taken and exercised by the
designating or delegating Trustee(s) acting in conjunction with the designated or delegated
Trustee(s). Any such delegation shall be sufficiently evidenced for any and every puqiose if
contained in a writing, signed by the designating Trustee(s) and delivered to the designated
Trustee(s ).
. (I) Fiduciary Restrictions. Discretion and Elections: The Powers and discretion granted
to the Trustee are exercisable only in a fiduciary capacity and may not be used to shift or enlarge
any beneficial interest except as an incidental consequence of the discharge of fiduciary duties. The
Trustee may make discretionary payments of income and principal in unequal shares to the
beneficiaries of any trust established hereunder, and may, but shal1 not be required to, consider other
resources available to any beneficiary. . The Trustee may make tax elections without regard to the
relative interests of any beneficiaries and may, but shall not be required to: make equitable
adjustments among beneficiaries. '. .
ARTICLE FOUR
(A) Additions to Trust Estate: The Settlor or others may, by Last Will and Testament,
inter-vivos transfer or beneficiary designation, add to the Trust Estate, cash or such property in
kind as is acceptable to the Trustee at any time during the term of the present Trust Agreement. .
(B) Settlor's Right to Revoke Agreement: The Settlor expressly reserves the right at any
time and from time to time to revoke this Agreement, in whole or in part, by written notice delivered .
to the Trustee dUring Settlor's lifetime. The Settlor shall have the right to revoke, in Whole or in
part, any portion of the present Trust Agreement re1litmg to the TriiStCreated l:1ereh1. Upon the death
of the Settlor, the Trust and all of its terms alid conditions shall become irrevocable and not subject
to amendment or modification.
(C) Settlor's Right to Amend Trust Agreement: The Settlor further reserve the right at
any time and from time to time to amend this Agreement at any time during her life by a proper
instrument in writing, executed by the Settlor and delivered to the Trustee during Settlor's lifetime
and accepted by the Trustee. The Settlor shall have the right to amend, in whole or iD. part, any
provision in the present Trust Agreement relating to the Trust created herein. Upon the death of the
Settlor, the Trust and of its terms and conditions shal1 not be subject to. amendment or modification.
(
(D) Life Insurance: If Settlor designate the Trustee as beneficiary of the proceeds of any
policies of insurance on their lives, the duty. and responsibility for the payment of preniiums and
other charges on such policies during the Settlor's lifetimes shall rest solely upon Settlor. The only.
duty of the Trustee shall be the safekeeping of such policies as are deposited with it, and the Ttustee
shall be under no duty to notify the Settlor that any such premium or other charge is due and payable.
.All options, rights, privileges and benefits exerCisable by or accruing to the Settlor during
their lifetimes by theteIlllS of the policies shall be for the Settlor's sole benefit. The Settlor agree,
however, not to exercise any options whereby the proceeds. would be payable to the Trustee other
than in one sum. Upon the written request of the Settlor, the Trnstee shall execute and deliver
such consents and instruments as may be requisite to enable .the Settlor to exercise or avail
themselves of any option right, privilege or benefit granted by any of the policies. Upon the
Settlor's/Settlor's death(s), or at such later time as may be specified in the policies, the net
proceeds of any policies then payable to the Trustee hereunder shall be collected by the Trnstee; the
receipt of the Trustee for such proceeds shall release the insurance companies from liability on .the
policies, and the insurance companies shall be under no duty to see to the application of such
proceeds. The Trustee may take all steps necessary in their opinion to enforce payment of said
policies and shall be entitled to indemnify themselves out of any property held hereunder against all
expenses incurred in taking such action.
(E) Employee Death Benefits: The Settlor may designate the Trustee as beneficiary of.
certain employee death benefits. In such case the Trnstee shall collect the proceeds receivable
therefrom upon the Settlor's death and hold them as. part of the Trnst Estate. The receipt of the
Trustee for such proceeds shall be a full acquittance to the administrator of such benefit, and said
administrators shall not be liable to see to the application of such proceeds. To the extent that such
proceeds are not included in the Settlor's estate for federal estate taX purposes, they shall not be
used for the payment of death taxes or any administration expenses of Settlor's estate. The
Trustee may select any option available to it as to the time and method of payment of such
proceeds and may also exerc;:ise any option with respect to the income or death taxes thereon as
they in their sole discretion deem advisable, and their decision in these matters shall be binding
upon, and shall not be subject to question by, the beneficiaries.
ARTICLE FIVE
(A) Incontestability: The beneficial provisions of this instrument (and of Settlor's Last
. Will and Testament) are mtended to be inUeu of any other rigbts,clairns;orm.terests of
whatsoever nature, whether statutory or otherwise, except bona fide pre-death debts, which any
beneficiary hereunder may have against or in Settlor's.estate of the properties in Trust hereunder.
Accordingly, if any beneficiary hereunder asserts any claim (except a legally enforceable debt),
. statutory election, or other right or interest against or in Settlor's estate, Settlor' s Will, Of. any
properties of said Will, or directly or indirectly contests, disputes, or calls into question, before
any court, the validity of this instrument or of said Will, then;
(a) Such beneficiary shall thereby absolutely forfeit any and all beneficial
interests of whatsoever kind and nature which such beneficiary might otherwise
have under this instrument and the interests of the other beneficiaries hereunder
,
shall thereupon be appropriately and proportionally increased and/or advanced.
(b) All of the provisions of this instrument, to'the extent that they confer any
benefits, powers, or rights whatsoever upon such claiming, electing or contesting
beneficiary, shall thereupon become absolutely void and revoked, and
(c) Such claiming, electii:tg, or contesting beneficiary, if then acting as a Trustee
hereunder, shall automatically cease to be a Trustee and shall thereafter be
ineligible either to select, remove, or become a Trustee hereunder. The foregoing
shall not be construed, however, to limit the appearance of any beneficiary as a
witness in any proceeding involving this instrument or said Will nor limit any
beneficiary's appearance in any capacity in any proceeding solely for the construction of
either of said documents.
, (B) Payment of Debts. Taxes and Other Charges upon Settlor's Death: Upon each
Settlor's death, the Trustee may pay to or upon the order of Settlor's personal representative
funds needed to pay Settlor's debts, funeral and burial expenses, costs of administration, death'
taxes and specific bequests, if any, under the Settlor:s Last Will and Testament. The Trustee
may rely upon Settlor's personal representative as to the amount of such charges. The decision
of the Trustee about whether to provide funds shall be final, except that the Trustee shall use any
U.S. Treasury securities that may be redeemed at par to pay federal estate taxes for that purpose.
Assets that are not included in Settlor's gross estate for federal estate tax purposes shall not be
used for such payments.
(C) Payment of Taxes at the Settlor's Death: lithe Settlor does not negate this
provision by specific referenceto this paragraph in the Last Will and Testament of the Settlor,
the Trustee shall, upon the death of the Settlor, pay to the estate of Settlor from the principal of
the'Trust a sum sufficient to cover the estate and inheritance taxes payable by reason of the death
of the Settlor and attributable to the principal of the Trust.
(D) Disclaimer: Any beneficiary hereunder, or the legal representl;ttive of any such
beneficiary sh3n have the right, within the time prescribed by law, to disclaim any benefit or
power under this Trust Agreement.
(E) Word'Meanings: The words, "herein", hereinbefore'!, "hereinafter" and "hereunder"
refer to this Agreement as a whole aild not merely to a subdivision in which such words appear,
unless the context requires otherwise. The singular shall include the plural, the plural the
singular, and the use of any gender shall be applicable to all genders.'
(F) Paragra'pb or Article Headings: Headings contained in this Trust Agreement are
inserted only as a matter of convenience 'and for reference, and shall not be construed in any way
to define, limit, extend or describe the scope of any of the provisions hereof.
(G) Governing Law: This Agreement shall be deemed to have been delivered to and
accepted by the Trustee in the State of Pennsylvania, regardless of the jurisdiction in which
actual execution may have occurred, (\lid shall be interpreted and governed in all respects 'by the
laws of said State which shall be applied to any dispute arising hereunder.
(
(lI) Enforceability: The invalidit)' or enforceability of any particular provisions ofthis
Agreement shall not affect the other provisions hereof and this Agreement shall be construed ill
all respects as if such invalid or unenforceable provision was omitted.
(I) Chanfe of Agreement: Except as otherwise specifically provided herein, no change,
modification, amendment of, or waiver under, this Agreement shaIl be valid unless the same be ill
Writing and signed by all of the parties hereto.
(J) Notices: Any notice, request, direction, iDstruction or other communication permitted
or requested to be made hereunder by any party to the other shall be in writing including telex,
telegram or telecopier ["fax"], signed by the party giving such notice and shall be delivered
personally, sent by registered or certified mail, postage prepaid, or by telex, telegram or fax (in each
such case followed by Written confirmation) to the other parties, to the addresses indicated. below
or to such other address as any or all of said undersigned may have submitted therefor by written .
notification. The datl;l of personal eJ,elivery, the date of receipt (if mailed), when delivered by the
telegraph company or ill the case of telex or fax, when received, as the case may be, shall be the
effective date of such notice. Whenever under the tenns hereof the time forgiving )lotice or
performing an act falls upon a Saturday, Sunday or holiday, such time shall be extended to the next
business day.
MILDRED J. HUNTER
29 Old StoneHouse Road
Carlisle, P A 17013
IN WITNESS WHEREOF, with the intentions to be legally bound hereby, the Settlor
and the Trustee have executed this Trust Agreement on the day and year first above written.
WITNESS:
SETTLOR:
Cf]'!
/
" ~
/
/n~/~~
MILDRED J. HUNTER
WITNESS:
TRUSTEE:
~t
/'
/ '-
/
?rr~ I~
MILDRED J. HUNTER
I
COMMONWEALTH OF PENNSYLVANIA
)
)
)
SS:
COUNTY OF YORK
. On this, the toIA day of JJ.k:UJtm~r:2000, before me, a N~tary Public, personally
appeared MILDRED J. HUNTER, known to me or satisfactorily proven to be the person whose
name is subscribed to the within instrument as the Settlor and the Trustee and acknowledged that
. she executed the same for the purposes therein contained.
. . IN WITNESS WHEREOF I hereunto set myhand and official seal this ~t/L day of _
IUIJv-trrJbM, 2000.. . ..
4Jo~,AJI1v~
. Notary blic
My Commission Expires:
Notarial Seal . .
5 Oawn GladfeRer, Notary Publi. .
. Ollleburg 80ra, York County
My Commission Expires May 17. 2001.
em It, Innsy nla QdatlQn ,
(
DECLARATION OF INTENT
The undersigned, MILDRED J. HUNTER, hereby declares that, !IS Trustee ofTRE
. MILDRED J. HUNTER REVOCABLE TRUST, that she is acquiring and will hold in the
name of MILDRED J. HUNTER, but without further reference to their fiduciary capacity, all
items listed on Schedule A attached hereto and incorporated herein as amei1ded from time to time
as well as household furnishings, automobiles, jewelry, bank accounts, securities, bonds, clothing
and other personal property of any kind in her name and henceforth such assets shall and will
. belong to said Trust and not to her individually. She further declares that, except to the extent of
the interest provided to her under the terms and provisions of said Trust, she has no personal .
interest in any of the above itemized personal properties, itbeing intended that this' Declaration
constitutes an affirmation of Trust ownership which shall be binding on her heirs, administrators,
executors and assigns.
IN WITNESS WHEREOF, the undersigned has executed this instrument this LD. day of_
AJ()Uf'M~ ,2000.
BY:AA.l;;M'..d~~ ..
MILDRED J. R TRUSTEFlSETTLOR
(
COMMDNWEALTHOFPENNSYLVANIA )
) SS:
COUNTY OF YORK )
. -Jl' .
On this, the .fJ. day of .J. )M>J'tIW. 2000, before me, a Notary Public, personally
appeared MILDRED J. HUNTER, known to me or satisfactorily proven to be the person whose
name is subscribed to the within instrument as the Settlor and the Trustee and acknowledged that
she executed the same for the purposes therem contained.
IN WITNESS WHEREOF I hereunto set ~y hand and ~fficial seal this /04 day of _
IvdVf/l1J,if . 2000. '. .
. ~iJ, .
. NOtary~li~
My Commission Expires:
Rev-1503 Ex+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEAlTH Of' PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEWENT
Hunter, Mildred J
FILE NUMBER
21-05-00854
ESTATE OF
All property jolntly-owned with right of survivorship must be dlaclotled on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 United State Savings Bonds EE 31.462.08
2 United States Savings Bonds HH 3.500.00
TOTAL (Also enter on Line 2. Recapitulation) 34.962.08
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group. Inc.
Fonm PA.1500 Schedule B (Rev. 6-98)
Rev-1510 n+ (6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX REllJRN
RESIDENT DEceDENT
Hunter, Mildred J
FILE NUMBER
21-05-00854
This schedule must be completed ,md filed if the answer to any ofqueslions 1 through 4 on the rel\lerse side afthe REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, 1"HE1R RELATION$H1PTO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF 7RANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Ameriprise IDS Annuity 930068223435004 26.234.41 26,234.41
2 Ameriprise IDS Annuity 930068223435004 143,652.30 143.652.30
3 Mildred J. Hunter Revocable Trust Dated 23.875.06 23.875.06
11/10/2000 - Wachovia Bank Checking Accnt. No.
1010049419162
4 Mildred J. Hunter Revocable Trust Dated 4.99 4.99
11/10/2000 - Wachovla Bank Checking
101004919162 Accrued Interest to Date of Death
5 Mildred J. Hunter Revocable Trust Dated 25.823.49 25.823.49
11/10/2000 - Wachovia Bank Checking Accnt.
No.1 01 0058127791
6 Mildred J. Hunter Revocable Trust Dated 33.54 33.54
11/10/2000 - Wachovia Bank Checking
.n.^^rft...~~^. A___.._'" 1_...____......_ ...._..._ _Il "'__......
7 Mildred J. Hunter Revocable Trust Dated 786.786.88 786.788.88
11/10/2000 - Ameriprise Brokerage Account No.
000154851547021
8 Mildred J. Hunter Revocable Trust Dated 5.743.80 5.743.80
11/10/2000 - Nuveen Pa Muni Bd A. Accnt. No.
09602240980-0 1193
9 Mildred J. Hunter Revocable Trust Dated 11.424.77 11.424.77
11/10/2000 - Nuveen Pa Muni Bd A. Accnt. No.
09602240980-01693
TOTAL (Also enter on Line 7, Recapitulation) 1.023.581.24
(If more space is needed, additional pages of the same sIze)
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 ScheduleG (Rev. 6-98)
~aVlllgs Hond Calculator
Valu" As Of
h,i1i},l{afitl
1~~Iir~IIf!j
109/2005
Page 1 ot 2
SaYinc
CALca
Bond Info
Denomination
Serial Number
Seri~s
lEE Bondsd{
$11,000 jIf
# Bonds
39
Results
Total Price
$13,800.00
Total Interest
$17,662.08
Total Value
$31,462.08
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
06/1990 EE $1,000 $500.00 $644.80 $1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
06/1990 EE 1,000 500.00 644.80 1,144.80 4.00%
01/1991 EE 500 250.00 311.20 561.20 4.00%
01/1991 EE 500 250.00 311.20 561.20 4.00%
01/1991 EE 500 250.00 311.20 561.20 4.00%
01/1991 EE 500 250.00 311.20 561.20 4.00%
01/1991 EE 500 250.00 311.20 561.20 4.00%
01/1991 EE 500 250.00 311.20 561.20 4.00%
01/1991 EE 500 250.00 311.20 561.20 4.00%
Issue Date
YTD In'
$745.
Next Final
Accrual Maturit~
12/2005 06/202(
12/2005 06/202(
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
1212005 06/202C
12/2005 061202(
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
12/2005 06/202C
1212005 06/202C
12/2005 06/202C
12/2005 06/202C
01/2006 01/2021
01/2006 01/2021
01/2006 01/2021
01/2006 01/2021
01/2006 01/2021
01/2006 01/2021
01/2006 01/2021
:savmgs bona CalcUlator t'age L or 1.
01/1991 EE 500 250.00 311.20 561.20 4.00% 0112006 01/202]
0]/1991 EE 500 250.00 311.20 . 561.20 4.00% 0112006 011202]
01/1991 EE 500 250.00 311.20 561.20 4.00% 01/2006 01/202]
01/1991 EE 500 250.00 311.20 561.20 4.00% 01/2006 01/202]
01/1991 EE 500 250.00 311.20 561.20 4.00% 01/2006 01/2021
06/1990 EE 100 50.00 64.48 114.48 4.00% 12/2005 06/202C
06/1990 EE 100 50.00 64.48 114.48 4.00% 12/2005 06/202C
06/1990 EE 100 50.00 64.48 114.48 4.00% 12/2005 06/202C
06/1990 EE 100 50.00 64.48 114.48 4.00% 12/2005 06/202C
06/1990 EE 100 50.00 64.48 114.48 4.00% 12/2005 06/202C
06/1990 EE 100 50.00 64.48 114.48 4.00% 12/2005 06/202C
1;'1;~wHO&1I Viewing Bonds 1-39
leI end
Note Description
NI Not Issued
NE Not Eligib]e for Payment
P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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~-
WACHOVIA
Reference ID: 1378769
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roaooke, VA 24022-7313
October 11, 2005
WILEY GROUP
130 W CHURCH STREET SUITE 100
DILLSBURG,PA 17019
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
Customer: MILDRED J HUNTER (SSN# 180-24..0550)
Date of Death: September 7, 2005
Deposit Account Information
Account
Type
AccOlmt
Number
Date of Death
Balance
Average
Balance.
Date
Opened
1131/2002
Maturity Interest Accrued YTD Date
Date Rate Interest Interest Paid Closed
:HECKlNG
1010049419162
523,875.06
$4.99
$18.53
.EGAL TITLE: MILDRED 1. HUNTER REVOCABLE UVlNG TRUST
I<llLDRED 1. HUNTER. TRUSTEE
JIA NOVEMBER 10, 2000 '
:HECKlNG
1010058127791
$25,823.49
9/2612002
$33.54
$257.11 9123/2005
\CCOUNT TITLE:
.1ll..DRED 1. HUNTER REVOCABLE LIVING TRUST
.1lLDRED 1. HUNTER. TRUSTEE
JIA NOVEMBER 10, 2000 1EANNE MULL1KlN POA '
. Due to system limitations. we can only provide a twelve month average balance on depository accounts.
~o Safe Deposit Box fOlmd for customer.
CAP, BROKERAGE and SELF-DIRECTED IRA ACCOUNTS HAVE BEEN CONVERTED TO WACHOVIASECURlTiES.
YOUR REQUEST HAS BEEN FORWARDED FOR PROCESSING and WILL BE MAILED UNDER SEPARATE COVER.
FOR QUESTIONS REGARDING CAP, BROKERAGE, or SELF-DIRECTED IRA ACCOUNTS
PLEASE CALL WACHOVIA SECURITIES at 1-866-874-2717.
. Date of death balance does not include accrued interest.
. If date of death occurrs on a weekend or a holiday. date of death balance does not include any transactions that were
made during that time period. .
O-~
ell
Phone: (540)563-7323
ec; tb
uuv VVlJU ,,,,
.~r. ,~~ ::,~ .,:J Mary Brjsse
.-,.. ~ ~..,-
,- ".!J~",ri.ll/1012005 02:45 PM
.. ii.....t:.J"r..
_ ..~ ""\:""t",
.~~. _-::...
To: Kenneth L Rapp/FieldlWH/AEFA@AMEX
cc:
Subject: MILDRED J HUNTER #18623543 8 001. DATE OF DEATH VALUE
INFORMATION
IDS Life Insurance Company
RiverSource Funds
Ameriprise Certificate Company
Amerlprise Brokerage
70100 Ameriprise Financial Center
Minneapolis, MN 55474
November 10, 2005
KENNE1H LEE RAPP
36 W MAIN ST
MECHANICSBURG, PA 17055-6249
Dear KENNETH LEE RAPP:
Thank you for your recent inquiry regarding MILDRED J HUl\TER's accounts. These are the values of the
accounts as of 09/0712005.
The dale of death values provided are for estate tal< purposes and are nota value to be paid. Accounts may be
subject to market fluctuation as governed by each product. Values for any proprietary mutual funds include accrued
dividends as applicable.
Annuities
Account Number
93006822343 5 004 PIa
Account Number
93006613021 0004
TOlal Value
$26,234.41
Total Value
$143,652.30
Ameriprise Brokerage Account
Account Number Total Value
000154851547021 $786788.88
Client Name: MILDRED HUNTER
Date of Death: 9f712005
Account:
Valuation Date:
15485154-7-021
9f7/2005
Estimated Values
.NQ. ',"i:"""",;,:' ,~ilY."""ilfon
1 UST INC
Total Securities Value
Cas",'
'.\:,.,..:,.....~~;3lI~~~.i?~ii!i['tQfAiT'"'.""
'..'~: .;- . ..'
;::'""~"';'~ .-.;:
'.~' ',',' .'9jJ",,,i',, '.'$!w,,\f.. c"'lil9h. .
UST 902911106 19000 $42.08
. .~'"
,: :LpW':,. -1'lik,.......1(ti!i\ii 'f.:CTplaI.: ""
$40.61 S4US $785,555-
$785,555.
,.,51
,,- --~=: ,.:''',''.,,_.:"=.::T~\i:;!.i.J!-~
We appreciate the oppormnity to be of service La you. Please contact U~ jf you have any questions.
, "
. . ..........
.v-
~
NUVEEN
Investments
October 17, 2005
David J Lenox Esq
130 W Church St Ste 100
DillsburgPA 17019-1232
Reference: 02653176
NweenPenw~v~aMurllBdA
Account NUll1ber: 09602240980- 0
Mildred J Hunter Ttee
Mildred J Hunter Rev Liv Trust
Ula Dtd 11/10/00
Dear Mr. Lenox:
We are contacting you regarding the above referenced Nuveen Funds trust account ofthcrlate Mildred J.
Hunter.
We wish to advise you of the following account information. We could not find any other mutual fund
accounts, under either Ms. Hunter's name or her social security number. Account 9602240980 is
registered in the name of the Mildred J. Hunter Revocable Living Trust. The account is certified under
Ms. Hunter social security number. And Ms. Hunter is the sole trustee listed on the account
We wish to confirm that as of September 7, 2004, that fund # 1193 of the account held a share balance
of 543.406 shares. The Net Asset Value of the Fund as of that date was $10.57 per share, giving the
account a dollar value of $5,743.80.
We wish to confirm that as of September 7, 2004, that fund # 1693 of the account held a share balance
ofl,082.917 shares. The Net Asset Value of the Fund as of that date was $10.55 per share, giving the
account a dollar value of$11,424.77.
Please advise your clients; that when they decide to transfer, redeem or update the account, you will
need to forward the following documentation and information to our office:
o a letter of instruction signed in capacity by both successor trustees. The capacity of each
trustee should be placed beside or directly below his or her signature, as the signature and
capacity of each trustee on the letter will need to be Medallion Guaranteed by an eligible
guarantor.
NUVEEN INVESTMENTS INVESTOR SERVICES" P.O. BOX 8530 . BOSTON, MA 02266-:8530 " WVVW.NUVEEN.COM
REV-11511:X+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hunter, Mildred J
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21.05.00854
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 9,723.72
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip I
-
Year(s) Commission paid
2. Attorney's Fees The Wiley Group, PC 7,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 190.00
5. Accountant's Fees
6. Tax Return Preparer's Fees 2,500.00
7. Other Administrative Costs 2,182.58
See continuation schedule(s) attached .
TOTAL (Also enter on line 9, Recapitulation) 22,096.30
Copyright (c) 2002 form software only The Lackner GrouP. Inc.
Form PA.1500 ScheduleH (Rev. 6-98)
Rev.1502'EX+ (6-98)
..
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALlH OF PENNSYlVANIA
INHERIT NICE TAX RETURN
RESIDENT DECEOEHT
Hunter, Mildred J
FILE NUMBER
21-05-00854
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Rigby Harding & Hagen Funeral Home
8.362.00
2
Funeral Help and Luncheon
1.061.72
3
Funeral Flowers
300.00
Subtotal
9.723.72
COpyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H.A (Rev. 6-98)
. R8V-1502~+ (6-98)
*'
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITHtCE TAX RETURH
RESIOE:NT DECEDENT
Hunter, Mildred J
FILE NUMBER
21-05-00854
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Legal Advertising, The Sentinel
158.58
2
Legal Advertising, Cumberland Co. Bar Journal
75.00
3
Fred Sullenberger, furniture moving and room cleaning
200.00
4
IRS Estimated Federal Income Tax Payment (2005)
1,400.00
5
Pennsylvania Dept of Rev. Estimated 2005 Income Tax payment
349.00
Subtotal
2,182.58
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH.B7 {Rev. 6-98}
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETlJRN
RESlOEtti DECEOENl
Hunter, Mildred J
FILE NUMBER
21-05-00854
ESTATE OF
Include unrelmbursed medlcalaxpenses.
ITEM
NUMBER DESCRIPTION
1 Pinnacle Heahh
VALUE AT DATE
OF DEATH
912.00
2 Bethany Village Nursing Home
2,370.85
3 Alert Pharmacy
241.88
TOTAL (Also enter on Line 10, Recapitulation)
3,524.73
<If more space Is needed. additional pages of the same size)
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule I (Rev. 6-98)
REV 1513"EX+ (9-G0)
*'
SCHEDULE J
COMMONWEAlTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Hunter, Mildred J 21-05-00854
NAME AND ADDRESS DF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List T~.'~.}
I. TAXABLE DISTRIBUTIONS [include outright s~usal
oistributions. and nsfers
under Sec. 9116(aXl.2)]
1 Jeanne A. Mullikin Daughter 100% of Trust,
29 Old Stone House Rd S. Annuities and
Carlisle, PA 17013 Estate
Total
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 lonn software only The Lackner Group. Inc.
Fonn PA-1500 ScheduleJ (Rev. 6-98)
In the Court of Common Pleas of
Cumberland
County, Pennsylvania
IN RE:
ORPHANS' COURT DIVISION
Estate of
Mildred J Hunter
NO. 21-05-00854
Status Report Under Rule 6.12
Name of Decedent: Mildred J Hunter
Date of Death: 9/7/2005
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1.
State whether administration of the estate is complete:
Yes X No
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2.
. ('-)
If the answer is No, state when the personal representative reasonably believes that the ,..-,
administration will be complete. '.-:
I
.-J
3.
If the answer to No.1 is Yes, state the following:
--;-,1
a. Did the personal representative file a final account with the Court?
Yes No X
f'..j
w
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
c. Did the personal representative state an account informally to the parties in interest:
Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may
be filed with the Clerk of Orphans' Court and may be attached to this report.
Date:
/?, /," J 0 ,c.;-
, I
~~- Il./Jq.LJLLJ~
Sigrfciture
Name: Jeanne A Mullikin
Address: 29 Old Stone House Road S.
Carlisle, PA 17013
Telephone: 717-766-4052
Capacity:
X Personal Representative
Counsel for Personal Representative
1ft;
Register of Wills of
Cumberland
County, Pennsylvania
INVENTORY
Estate of
Mildred J Hunter
No.
21-05-0854
, Deceased
Date of Death 09/07/2005
Social Security No. 180-24-0550
also known as
Jeanne A Mullikin
Thomas 0 Mullikin
The Personal Representative(s) of the above Estate, deceased. verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
David J. Lenox
Personal Representative
Signature: ~ ~-<- a .
e~>>e A Mul~kin
Signature: U~ 0-&
Thomas 0 Mullikin
I.D. No.:
29078
Signature:
Firm: The Wilev Group. PC
Address: 130 W. Church Street
Dillsburg, PA 17019
Telephone: 717-432-9666
Address: 29 Old Stone House Road S.
Carlisle. PA 17013
Telephone: 717 -766-4052
L ~----
.I ~J 5'.. O~
Dated:
Personal Property
Cash............................................................................................. ..
Miscellaneous Property................................................................
Stocks/Listed................................................................................ .
Stocks/C losely Held......................................................................
Bonds............................................................................................ .
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable. ........ ........... ...........................
""-.:I
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34.962:08
I
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-:-:J
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W
Total Personal Property.......... .............. ......... ........
34,962.08
Total Real Property............................. ......... ..........
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
\j1:
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 17128-0601
REV-1162 EXI11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MULLIKIN THOMAS 0
29 OLD STONE HOUSE ROAD S
CARLISLE, PA 17013
_n_____ fold
ESTATE INFORMATION: SSN: 180-24-0550
FILE NUMBER: 2105-0854
DECEDENT NAME: HUNTER MILDRED J
DA TE OF PAYMENT: 12/07/2005
POSTMARK DATE: 12/07/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/07/2005
NO. CD 006071
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $44,157.43
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$44,157.43
REMARKS: T 0 MULLIKIN
CHECK# 2007
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS