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Home My WebLink About12-27-05 217 REV-1500 OFFICIAL USE ONLY REV-1.500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 280601 FILE NUMBER 21-05-0613 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT COUNTY CODE 'EAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITiAl) SOCIAL SECURITY NUMBER I- Catherine M Bonawitz 209-12-6152 z w DATE OF DEATH (MM-Oo...YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FLED IN DUPLICATE WITH THE Q W 6/13/2005 10/27/1918 REGISTER OF WILLS u w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAl SECURITY NUMBER Q Alvin F Bonawitz 179-12-5339 ~ 01.0nginatRetum D 2. Supplemental Return 03. RilmainderRetum(daleOfdeathpriorto12_13-821 !Il:~~ D 4. Limited Estate D4a. Future Interest Compromise (date of death after 12-12-B2) D 5. Federal Estate Tax Return Required ~~g "''''~ o 6. Decedent Died Testate (Attach copy of Will) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8. Total Number of Safe Deposit Boxes U~m ~ ~ D 9. Litigation Proceeds Received 010. SllOusaI PowltyCredit(dillltofdeathbetween 12-31-91 and 1-1-95l 011. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W COMPLETE MAILING ADDRESS Q 5 South Hanover Street z Robert M. Fre ~ FIRM NAME (If Applicable) Carlisle, Pennsylvania 17013 rll It: Fre and Tile It: TELEPHONE NUMBER 0 U 717 243-5838 (1) NONE OFFICII\L.l.,JSE ONLY 1. Real Estate (Schedule A) () , -.:.--: '0.1 2. Stocks and Bonds (Schedule B) (2) 1,144,890 (3) NONE '-, (-) 3. Closely Held Corporation, Partnership or Sole-Proprietorship -- f'.) 4_ Mortgages & Notes Receivable (Schedule D) (4) NONE --.J 5. Cash, Bank Deposits & Miscellaneous Personal Property C1 (Schedule E) (5) 5,766 - - -,- _. ., 6. Jointly Owned Property (Schedule F) (6) 919,350 ,-:> --- Z Dseparate Billing Requested -- 0 c-' ;:: < 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property .... (7) NONE ::> (Schedule G or l) l- lL <l 8. TOTAl GROSS ASSETS (total lines 1-7) (6) 2,070,006 W It: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 37,674 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) :10) NONE 11. TOTAl DEDUCTIONS (total Lines 9 & 10) (11) 37,674 12. NET VAlUE OF ESTATE (Line a minus Line 11) (12) 2,032,332 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 2,032,332 SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a)(1.2) 908,874 x .0 (15) 0 Z - 0 ;:: 16. Amount of line 14 taxable at lineal rate 1,108,458 x .045 (16) 49,881 >!' ::> 0- :E 17. Amount of line 14 taxable at sibling rate x .12 (17) 0 0 U ~ 18. Amount of line 14 taxable at collateral rate 15,000 x .15 (16) 2,250 19. Tax Due (19) 52,131 200 ..._~. >~)jO' '~QN~.$' rAlll,/;tP.$IiIElilKMA'fIil<'< 217 Catherine M Bonawitz 209-12-6152 Decedent's ComDlete Address: STREET ADDRESS 623 Glendale Street CITY I~T ATE IZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) (1) 52,131 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 49.475 C. Discount 2,604 Total Credits (A+ B + C) (2) 52,079 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestIPenalty (0 + E ) (3) 0 4. If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 line 20 to request a refund (4) 0 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 52 A Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 52 Make Check Payable to: REGISTER OF WILLS, AGENT i:,- "',':.,2:,~~ .'~ Yc PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ,. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; 0 0 b. retain the right to designate who shall use the property transferred or its income; 0 0 c. retain a reversionary interest; or 0 0 d. receive the promise for life of either payments, benefits or care? 0 0 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? 0 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 0 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? D 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, J declare that I have examined this return, induding accompanying schedules and statements, and (0 the best of my knowledge and belief, it is true, and complete. Declaration of creoarer other than the personal representative is based on all information ofwhich preparer has any knowtedQe. SIGNATURE F PERSON RESPONSIBLE FOR FILING RETURN DAT~ -" r ,.J. oa:.J 623 Glendale Street, Carlisle, Pennsvlvania 17 3 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE D~ . /' ~- )h _ "7-> f2 <..~ !l cwJur/';U,;(b q ~ ADDRESS \ 5 South Hanover Street, Carlisle. Pennsylvania 17013 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 Of for the use of the surviving spouse is 3% [72 P.S. secuon 9116 (a)(1.1)(i)]. For dates ofdealh OIl or after January 1, 1995,Ihe tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a)(1.1){iiJI. The staltlte does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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 Of younger at death to or for the use of a natural parent, an adoptive parent, Of a stepparent of the child is 0%[72 P.S. Section 9116(a){1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 9116(a)(1.3)J.A sibling is defined, under Section 9102, as an individual who has at least OIle parent in common with the decedent, whether by blood or adoption. 217 REV-1503 EX+ (6-96) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Catherine M Bonawitz 21-05-0613 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Oppenheimer Account: Tyco Int'l LTD(10,000sh@$30,33) 303,300 Advantage Primary Liquidity(1 ,087.04sh@$1,OO) 1,087 Rydex U.S. Government Money Market(5,000@$1.00) 5,000 2, Tyco International L1d(27,510sh@$30,33) 834,378 3, MetLife Trust Interest (26shares@43,27) 1,125 TOTAL (Also enter on line 2 Recaoitulation $ 1 144 890 (If more space is needed, insert additional sheels of the same size) OPPENHEIME~ Oppenheimer & Co. Inc. 1015 Mumma Road Wormleysburg, PA 17043 800-722-2294 July 27, 2005 Member of All Principal Exchanges Frey & Tiley Attorneys-At-Law Attn: Mr. Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Catherine Mae Bonawitz Date of Death Valuation Dear Mr. Frey: Mrs, Bonawitz has an individually registered account with Oppenheimer & Co. Inc. that was established on April 1, 2004. At the time of Mrs. Catherine Mae Bonawitz death the valuation on the positions were: Tyco International LID 10,000 shares at a closing price of $30.33 per share Advantage Primary Liquidity 1,087.04 shares at a closing price of $1.00 per share Rydex US Government Money Market 5,000.00 shares at a closing price of $1.00 per share Under the registration of Alvin F. Bonawitz and Catherine M. Bonawitz, Joint Tenants with Rights of Survivorship, they owned shares of Putnam TF High Yield. This account was opened on August 27, 1986. The date-of-death valuation is: Putnam Tax-Free High Yield Class A 27,035.732 shares at a closing price of $13.01 per share In addition, under the registration of Alvin F. Bonawitz and Catherine M. Bonawitz, Joint Tenants with Rights of Survivorship, they own the following shares in an Oppenheimer & Co. Inc. account that was established on April 1, 1998. The valuation for this account is: Tyco International LTD 10,401 shares at a closing price of $30.33 per share Morgatl Stanley Municipal Income Opportunity Trust III 12,487 shares at a closing price of $8.82 per share Eaton Vance Marathon National Municipal Fund 1,903 shares at a closing price of$10.51 per share Eaton Vance Traditional National Municipal Fund 27,204.458 shares at a closing price of $11.26 per share If you have any further questions, please do not hesitate to calL ichael B. Coleman Financial Advisor Cc: Mr. Bonawitz m ~ 0 .. % () . ;; Z ! _ n n " 0 o 0 Z III 0 :a Ii) z :u ;; . ro. ':: III j . " s:: ~ 0 o jij ~ ~ . :OJ s:: Z r -< n z tJ 0 0 ). o ~ ~ 0 ~ ~ ~ ~ .0. o . 0 . - . . .. c E Z --I~~~-f . % Z " Z ~ :a . . 0 ::: OJ . . ~ /II -< ~ . . --c:: z ~ 0 . c .. iu -I o .... :a "I 0 % ~ ... ~ > . o 0 . > ~ . . ~ () (") < , . . " 0 \ > i - ~\ z I , 0 >> . " N . >> m . --I 0 z m m " ~ m z >> . . m " 0 c m >> Z m " JJ Z )> --I - 0 Z )> r r -IE O!ci 0 mm ~m ...D .m . ->> CJ ;;~ ru .... ~~ ru ~m .c ~~ !1!il .... m CJ IT' 0 z 0 0 ~" ;s: - .)> ;s: rr~tJ~ . O:a ~ S < 0 ~ Qg ~ ~ a ~ Z ~~ ~ -t i c: m ~ 0 ~ ~ "'ill ~ !:l ~ -i ~~ ~ r ~~ ~ ~ -t i\l 0 za o ~ 0 !l!~ > ~ 0 "0 "'z ~ ^ ~l!I 0- ~ b~ .... mm .0 "'0 .... .0 m '" < (; m .. ~~ ~1 o , ;!! :!;~ & ~~ . mm 15 !!2~ ~ ~Q , Zm ~ ~~ m --f~ o H 0 "'D ~~ ,m ..JJ O!:::D . C ~~ ru ~~ .... Zm ru 3~ .t ~ .. .... CJ IT" MetLife Policyholder Trust Statement RETAIN FOR YOUR RECORDS C MAE BONAwnz I Investor ID I 8065 3384 6095 I .--... ...... v..... 2lICI5 IlIvIcIend SumllNlry Stock Price 81 d Total _ Record Dale Total Trust DMdend per Current 11 vo"'" Inl8r8SIs Trust Interest Distribution - $1,308.78 11/111/2005 28.??oo $0.52 $13.52 The oggregale emount p8ld 10 all Payable OllIE Tax Withheld Net Distribution Prior Yeer Trust __ In this distribution Distribution Is $156.880,109.88 12/15/2005 so.oo $13.52 $11.98 If you have an amount in the "Tax Withheld' box above, our records indicate that you have not certified your Taxpayer Identification Number (Social Security Number). As a result, we are required by law, to withhold 28% of your payment. To avoid withholding from future payments. log on to www.melloninvestor.com/lsd or call us at 1-800-649-3593 to update your account. Trwt........'I~'-11 DQft An annual shareholders' meeting to elect members of the Board of You IllIIY P_ or o0?I ....... 01 MolLIfo, Inc. common stock through the M_ Po/icyhoIder Trust (the "Trust.~ rr.. of ony commissions or Directors of MetLife. Inc. and for the tr8nsaction of ottw business is ether fees. under the MetI..iftl Purchase and Sale Program, as amended. A _ to be held en April 25, 2008. The dNdline lor submitting copy of the brochure describing the prooram is avalIable on the Internet shareholder proposals for consideration 8t this meeting is November 21. at www.metlife.com by selecting Il'YWlStor Relations and then the 2005. A copy of MetUfe. Inc. 's annuel report and proxy st8tement wilt be _or Services Inlo_ -. or by colling the number _ available free of charge on or before March 31. 2006. along with other below. You are permitted to tr8nIfer your Trust Interests only in the MetUfe. Inc. and Trust filings under federal securities laws. (i) on the cirCumstances described in the brochure. You may also instruct that all ,- m www.metlife.com by selecting About Us, Corpor.... (but not lees ttw1 all) of your shares of MetUe. Inc. common stock held Governance. under RSated Unks. (Ii) by writing to MetUfe. Inc, 8t the by the Trust be withdrawn from the Trust Information reglrding your address listed betow or (iii) by calling the number listed below. These WithdRIWaI rights may be found in the Purchase and Sale Brochure or by and other SEe filings by MetLife and the Trust are also available on the calling the number listed below. Internet at WWW.sec.gov. For inquiries about your account, the stalus c:A \IOU" Trust Inl8r8SIs, or dlscrepanc/es on this st8Iement, contact Informalion Is IIsIed below: .........., _,metlonlnvestor,oom/Isd a-.. Mill: MetUIe, Inc. - 1T18lI/Ie@meIlonlnvestor,oom C/o Mellon Investor Services PhCIne: 1-8lJO.64~ P.O. Box 4447 - South Hackenseok, NJ 07ll06-2047 P1Ba.. Note: Important 2005 Tax Information M8IUfe FORM l099-DIV. u.S. TAX INFORMATION FOR 2005 OMB NO. 154~10 DIVIDENDS/DISTRIBUTIONS I COPY B FOR I RECIPIENT REClPlENrS TOTAL ORDINARY IDENT1ACATION NUMBER DMDENDS . QUAUAED DMDENDS FBlSl'U.INCOIETAXwrnHa.D I l!ll9-12-6152 II BOX ,. $13.52 II BOX 1. $13,52 II BOX. $0.00 I PAYER'S NAME PAYER'S FEDERAL IDENTlACATION NUMBER I ~ELLON INVESTOR SERVICES AS CUSTODIAN OF THE METUFE POUCYHOLDER TRUST 51-6516987 SECURITY DESCRIPTION TO WHOM PAID I TRUST INTERESTS I C MAE BONAWITZ REPORTED BY 523 GLENDALE ST CARUSLE PA 17013-3523 MELLON INVESTOR SERVICES 480 WASHINGTON BLVD, JERSEY CITY, NJ 07310 IMPORTANT 2005 TAX INFORMATION FOR INFORMATION REGARDING THE ABOVE, CALL t-800649-3593 This Is Impol'blnt tax Information and 18 being furnished to the Internal Revenue Service. Box 4 - Shows backup withholding. For example, a payer must backup withhold on certain pay- " you are required to file a return, a negligence penalty 01' other sanction mey be ments at a 28% rate if you did not give YOUI' taxpayer identification number to the payer. See imposed on you " this Income Is taxable and the IRS detennlnes that " has not been form W-9, Request for Taxpayer Identification Number and Certification, fOf infonnation on """,- backup withholding. Include this amount on your income tax return as tax withheld. Box lA . Shows ordinary dividends that are taxable. Include this amount on line 9a of Form Nominees. If this form includes amounts belonging to another person, you are considered a 1040 01' 1040A Also, report it on Schedule B (Form 1040) or Schedule 1 (Form 1040A), if nominee recipient. You must file Form f099-D1V with the IRS for each of the other owners 10 required. The amount shown may be a distribullon from an employee stock ownership plan show their share of the income, and you must furnish a Form 1099-D1V t~ each. A husband or (ESOP). Report it as a dividend on your income tax return, but treat it as a plan distribution, wife is not required to file a nominee return to show amounts owned by the other. See the 2Q05 not as investment incoma for any other purpose. General Instructions for Forms 1099, 1098, 5498, and W-2G. Box 1 B - Shows the portion of the amount in box 1 A that may be eligible for the 15% Of 5% capi- tal gains rates. See the Form 104011 040A instrucllons feN" how 10 determine this amount. Report the eligible amount on line 9b, Form 1040 or 1040A. .,..~.~__. '.' ...__u""~ _ _. .. '_T~="," _._. ........ .. _ _'.._ ""''''- ,..., "'~ WSJ.com Stock Charting for MET 7nEI L/;:L 12120/05 3:32 PM (NYSE) U.S. Dollar Date Price High Low Volume 2 Month (Daily) @8igCharts.com 6/13/05 43.27 44.3 43.05 2,191,ODO 46 45 No Splits 44 43 . Get another quote any day after 1/2/1970 .JurI Jul 1/2/1970 1mo 2mo 3mo 6mo 1l!: ~ ~ I ! 16/13/05 IGo I - - Symbol: Date: I , Copyright @ 1999-2005 BiaCharts.com Inc. All rights reserved. Please see our Terms of Use. Historical and current end-of-day data provided by FT Interactive Data. Copyright @ 2005 Dow Jones & Company, Inc. All Rights Reserved ;</P;J,7!?usf .L..roiT&.H6) (!. '13.,;,/ 4 - ~ 1;1".0'1- http://www.bigcharts.com/custom/wsjie/wsjbb-historicaLasp?symb""Met&close _ date'=6%2F 13%2F05&x=O&y'=O Page I of [ 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF FILE NUMBER Catherine M Bonawitz 21-05-0613 Include the proceeds of litigation and the date the proceeds were received by the estate. All Drooertv iointlv-owned with riaht of survlvorshiD must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Refund, Hoffman-Roth Funeral Services 766 2 Department of Treasury, Bureau of Unclaimed Properly, Prudential Demutualization Cash 5,000 & " " " " " , Prudential Matured Life Policy TOTAL (Also enter on line 5, Recapitulalion) $ 5,766 (If more space is needed, insert additional sheets of the same size) = Hoffman-Roth Funeral Home, Inc. 219 North Hanover Street Carlisle, PA 17013 (717)243-4511 June 28, 2005 Alvin F. Bonawitz 623 Glendale St. Carlisle, P A 17013- The Funeral Service for Catherine Mae Bonawitz 14554-108 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN tTEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS, FACILITY, STAFF, EQUIPMENT Graveside Services Package. $2945.00 FUNERAL HOME SERVICE CHARGES $2945.00 SELECTED MERCHANDISE: Gem Casket . $2750.00 Ethel Maid - Dress- Blue Mist . $125.10 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE $5820.10 THATYOUHAVEIlELECTED . Cash Advances Newspaper Obituary Notice-Sentinel . . '. $83,00 Newspaper Obituary Notice-Patriot News. $t40,OO Certified Copies of Death Certificate . $60,00 Flowers. $159.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES. $442.00 Total Total Cost . $6262.10 HIstory 06/28/2005 Alvin F, Bonawitz CK# 24849 $726.26 06/28/2005 Madison National Life Ins, Co. $-7028.36 06/28/2005 Alvin F, Bonawitz CK#24849 $40.00 TOTAL AMOUNT DUE'. $0.00 This statement is net and payable In full within 30 days of receipt. ------------------------------------------------------------------ Please return this portion with your Remittance $ Amount Enclosed Service 10 # 14554.108 Calherine Mae Bonawitz A ..............J...............U ........'",a..::Uu.] - .LIUlCdU V~ UU""~i1U11tal r~UpcClY _ Keques[ r... nnp:llwww.patreaswy,orglunClaimed!CIaimFonn.asp Department of the Treasury Bureau of Unclaimed Property Property 10'5: 4861173, 4057925 AFFIDAVIT AND INDEMNIFICATION AGREEMENT STATE OF Pennsylvania COUNTY OF Cumberland BEING first duly sworn, Catherine Mae (M~taka)Bonawitz rClaimanl(sJ") deposes and represents as foDows: , THAT Claimant(s) resides at 623 Glendale Street, CarliSle, PA 17013-3523 THAT Claimant(s) has made a claim for unclaimed property held by the TreasUlY; THAT Claimant(s) is unable to present to ihe Treasury, as proof of entiUement to Unclaimed Property, the foDowing original information because such property has been lost, stolen, destroyed or misplaced and Claimant, hislher heirs, assigns or successors have not received or enjoyed any benefit from the property or proceeds therefrom; Property Id Property Description Holder 4861173 Demutualizatjon Cash Prudential Financiallnc DemuteKba (pa) 4057925 Matured Life Policy Fund Prudential Insurance Company THAT Claimanl(s), in exchange for payment by Treasury of said claim, agrees to at all times indemnify, save, defend, and keep harmless the Treasury, its employes and represen1atives, from and against any and aD claims, demands, actions, or suits against them, whether groundless or otheJWise, and any and all losses, damages, liabilities, costs and fees arising out of or in anyway connected with the payment of the claim, particularty by reason of a claim for payment to any third person claiming an ownership interest therein or who may hereafter come into possession of the original Security, regardless of whether such claims, actions, losses, damages, suits or liability arise in whole or in part from the gross negligence or willful misconduct of the Treasury; THAT Claimanl(s) agrees that this Affidavit and Indemnification Agreement shaD be construed in accordance with the laws of the Commonwealth of Pennsylvania; and THAT Claimanl(s) acknowledges and underslands that any information and/or documentation supplied with the claim, if false, will subject Claimant to prosecution under 18 Pa. C.S.S49D4. relating to unsworn falsification to authorities; the conviction of which could subject Claimant to a prison lerm of up to two years and a fine of up to $5,000. Signature of Additional Claimanl(s) BEFORE ME, the undersigned authority, on this day personally appeared ('~"h~~i n~ M.~ (M....."..) D........:::u.>\1'itx known to me (or introduced to me by 1, to be the person whose name is subscribed to the foregoing instrument, and acknOwledged so helshe executed the same for t!l.'i,Burposes and ~ration ther~ressed and ~rrCRIBED AND SWORN TO ME this the day of <2.-1'~rr. AD. 20 , Notary Sign N~ ~ A. ( Printed Name of Notary: -ri!. IS J./-,q I-J. L IiE:SS My commission expires: ~ ~(') .~CO(p ) NOTARIAL SEAl. TRlSHA A.lJESS, NOTARY PUBUC BOROUGH OF~, CUMBERlAND CO" PA MY COMMISSION EXPIRES MAY 20, 2008 ~ of6 11115/2004 3 :54 PM UllP:IIWWW.P3treastuy.orgtunClaunell!t:laiJl1I'orm.asp ."-- ~ Commonwealth of Pennsylvania Treasury Department Bureau of Unclaimed Property Entitlement by Relationship to Decedent O\'lfner Affidavit Property ID's: 4861173, 4057925 STATE OF PIl COUNTY OF (lL>tN1.'~ E R LA A/)) BEING til1lt duly swom, ('A Y/J p'IN IV' ~ M ~ P"19 J< n L ("C/aimanl(s)") deposes and represents the foUOWing: 13 () N" ~(/ 1,"1- THAT I am entitled to claim unclaimed property held by the State Treasurer on behalf of $JTi3Tl>'X ~ /UI.. IY On I\cJ rOwner"), pursuant to Title 20, Section 3101 of the Pennsylvania Consolidated Statutes. THAT deceased Owner has died a resident of the Commonwealth of Pennsyfvania at the time of death; and THAT the value oflhis property does not exceed $11,000.00; and jqb& THAT C/aimant(s) relationship to deceden~ Who died on -41 -*-1 _ _' was that of. - SUrviving Spouse --Z. ChBd ~or _ Sister or Brother THAT no petition for the appointment of a personal representative of the deceased is presenUy pending or a period of 5 years has lapsed since the appointment of a personal representative of the decedent and THAT the property being claimed is payable to the fOllOwing individua/(s) by the order of preference for SUrviving relatives (surviving spouse, child, parent or sibling) as set forth in Title 20, Section 3101, (Please note: If the property is payable to the claimant herein, claimant must inclUde name and relationship below,) Name Relationship fA7JI.~RIA/1:7 M J31J A//ftVlt7.- ~A3 6"L~#hft."'~ .t", C/?-IlLl ~L (.~. JP/I /ldlH, - ~6-:Z~ , THAT Claimanl(s) acknoWledges and understands that any information and/or documentation supplied with the claim, if false, will SUbject Claimant to prosecUtion under 18 Pa. C,S. ~4904,.!elati~!l..to unswnm ~~on to authorities; the conviction of which could SUbject Claimant to a Prison term 0 to two years and a tine of up to $5;0 . BEFORE ME, the Undersigned authority, on this day personally appeared known to me (or intrOduced to me by I, to be the person whose name is subscribed to the foregOing instrument, and acknoWledged so helshe executed the same for the purposes and consideration therein expressed and SUBSCRIBED AND SWORN TO ME this the day of A.D. 20 Notary Signature: Printed Name of Notary; My commission expires: 11/1512004 3 :54 PM 217 REV-1509 EX+ (6-9B) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Catherine M Bonawitz 21-05-0613 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Alvin F. Bonawitz 623 Glendale Street Spouse Carlisle, Pennsylvania 17013 B. Catherine Fought Granddaughler C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENT'S INTEREST NUMBER TENANT 1. A. 623 Glendale Street, Borough of Carlisle, Cumberland County 162,690 50.00% 81,345 2. A. 126.34 Acres, Spring Township, Perry County (145,880 X 1.10) 160,468 50.00% 80,234 3. A. 1/8101 Orrstown Bank, Checking #106001882 61,619 50,00% 30,810 4. A. 8127/86 Putnam Tax-Free High Yield Class A(27,035.732sh@$13.01) 351,735 50,00% 175,868 5. A. 4/8198 Oppenheimer & Co. Account: 0 . Tyco Int'l L TD (10,401sh@$30.33) 315,462 50.00% 157,731 " Morgan Stanley Muni Inc Opportunity Trust 1I1(12,487sh@8,82 110,135 50,00% 55,068 . Eaton Vance Marathon Nat'l Muni Fd(1,903sh@$10.51) 2D,001 50.00% 10,001 . Eaton Vance Traditional Nat'l Muni Fd(27,204.458@$11,26) 306,322 50.00% 153,161 6. A. Vanguard Account #9887606194(28,351.54sh@$11.58) 328,311 50.00% 164,156 7. A. Household Contents 1,000 50,00% 500 8. 8. Vanguard Account #9974053139 20,952 50.00% 10,476 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 6 Recapitulation' $ 919350 (If more space is needed, insert additional sheets of the same size) ~ ORRSfOWN BANK " July 25, 2005 TO: Frey & Tiley Attorneys At Law 5 South Hanover Street Carlisle, PA 17013 FROM: Timothea Moose Cust. Service Specialist P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Catherine M Bonawitz DATE OF DEATH: June 13, 2005 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST 106001882 Alvin F Bonawitz 1/8/01 61,616.92 2.03 Catherine M Bonawitz SAVINGS ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST . CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST PO Box 250' 5hippensburg, PA 17257 . (717) 532-6114' (717) 532-4143 Fax. www.orrstown.com OPPENHElME~ Oppenheimer & Co. Inc. 1015 Mumma Road Wormleysburg, PA 17043 800-722-2294 July 27, 2005 Member of All Principal Exchanges Frey & Tiley Attorneys-At-Law Attn: Mr, Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Catherine Mae Bonawitz Date of Death Valuation Dear Mr. Frey: Mrs. Bonawitz has an individually registered account with Oppenheimer & Co. Inc. that was established on April 1, 2004. At the time of Mrs, Catherine Mae Bonawitz death the valuation on the positions were: Tyco International LTD 10,000 shares at a closing price of $30.33 per share Advantage Primary Liquidity 1,087.04 shares at a closing price of$1.00 per share Rydex US Government Money Market 5,000.00 shares at a closing price of $1.00 per share Under the registration of Alvin F. Bonawitz and Catherine M. Bonawitz, Joint Tenants with Rights of Survivorship, they owned shares of Putnam TF High Yield. This account was opened on August 27,1986, The date-of-death valuation is: Putnam Tax-Free High Yield Class A 27,035,732 shares at a closing price of $13.01 per share In addition, under the registration of Alvin F. Bonawitz and Catherine M. Bonawitz, Joint Tenants with Rights of Survivorship, they own the following shares in an Oppenheimer & Co. Inc. account that was established on April 1, 1998. The valuation for this account is: Tyco International LID 10,401 shares at a closing price of $30.33 per share Morgan Stanley Municipal Income Opportunity Trust III 12,487 shares at a closing price of $8.82 per share Eaton Vance Marathon National Municipal Fund 1,903 shares at a closing price of$10.51 per share Eaton Vance Traditional )'Jational Municipal Fund 27,204.458 shares at a closing price of$11.26 per share If you have any further questions, please do not hesitate to call. 'chael B. Coleman Financial Advisor Cc: Mr. Bonawitz THEVanguardGROUP. ALVIN F BONAWITZ August 15,2005 623 GLENDALE ST CARLISLE PA 170I3-3523 PA LT Tax-Exempt Investor Shares 09887606194 Dear Mr. Bonawitz: Weare responding to your telephone call notifying us of the death of Catherine M. Bonawitz, and requesting a valuation of the above account. First, please accept our condolences for your loss. As of June 13,2005, the number of shares, the price per share, the value of the fund, and the accrued dividends (if applicable) were as follows: Fund Shares Price Value Accrued Dividends PA LT Tax-Exempt 28,306.257 $11.58 $327,786.46 $524.32 Investor Shares To transfer the account, please complete the enclosed transfer form. This form will provide the new registration information and certify the Social Security or taxpayer identification number for the new account. This form will also let you choose options for the new account. Please sign the form in section three. If you will be adding a new joint owner, your signature must be guaranteed in section four. All new account owners must sign the form in section twelve. You can obtain a signature guarantee from an officer of a bank or trust company, or a member firm of a United States stock exchange. A notary public cannot provide a signature guarantee. In order for a signature guarantee to be valid, it must state the words "Signature Guaranteed", be signed by the guarantor, and indicate his or her position and title. It must also indicate the name of the institution issuing the guarantee. We will transfer the account when we receive the requested documentation. For your convenience, we have enclosed a postage-paid envelope. Vanguard Voyager Serviceill Post Office Box H20, Valley Forge, Pennsylvania 19482-1120 (9,,,,,,,1 .,Q._..~... _ .."."..._~_.~_...I___ THEVanguard:iROUP. CATHERINE M FOUGHT August 15,2005 623 GLENDALE ST CARLISLE PA 17013-3523 PA LT Tax-Exempt Investor Shares 09974053139 Dear Ms. Fought: Weare responding to your telephone call notifying us of the death of Catherine M. Bonawitz, and requesting a valuation of the above account. First, please accept our condolences for your loss, As of June 13,2005, the number of shares, the price per share, the value of the fund, and the accrued dividends (if applicable) were as follows: Fund Shares Price Value Accrued Dividends PA LT Tax-Exempt 1,806.432 $11.58 $20,918.48 $33.46 Investor Shares To transfer the account, please complete the enclosed transfer form. This form will provide the new registration information and certify the Social Security or taxpayer identification number for the new account. This form will also let you choose options for the new account. Please sign the form in section three. If you will be adding a new joint owner, your signature must be guaranteed in section four. All new account owners must sign the form in section twelve, You can obtain a signature guarantee from an officer of a bank or trust company, or a member firm of a United States stock exchange. A notary public cannot provide a signature guarantee. In order for a signature guarantee to be valid, it must state the words "Signature Guaranteed", be signed by the guarantor, and indicate his or her position and title, It must also indicate the name of the institution issuing the guarantee. We will transfer the account when we receive the requested documentation. For your convenience, we have enclosed a postage-paid envelope. Vanguard Voyager Service'" Post Office Box 1120, Valley Forge, Pennsylvania 19482-1120 (0""",' ~o. _~._ n___u_____ , 217 REV-1511 EX + (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Catherine M Bonawitz 21-05-0613 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. 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: 2. Attorney Fees 35,875 3. Family Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 972 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal, Advertising 75 8, The Sentinel, Advertising 137 9. Register of Wills, Filing Fee for PA Inheritance Tax Return 15 1D. Register of Wills, Fee for First and Final Account 6DO TOTAL (Also enter on line 9 Recapitulation $ 37674 <If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX- (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT , ESTATE OF FILE NUMBER Catherine M Bonawitz 21-05-0613 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions. and transfers under Sec. 9116 (a) (1.2)] 1 Alvin F. Bonawitz Spouse 623 Glendale Street, Carlisle Pennsylvania 17013 2 Catherine M. Fought Granddaughter 3. SEE THE ATTACHED SHEET 4, ENTER DOLLAR AMOUNTS FOR DISTRIBlJTlONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, 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 $ D (If more space is needed, insert additional sheets of the same size) ATTACHMENT OF SCHEDULE "J" Timmee Buffington Nephew Bequest of $15,000 630 W. Siddons burg Road Dillsburg PA 17018 Alice Mae Fought Daughter 20% of residue of estate 207 S. Hanover Street Carlisle PA 17013 Alvin F. Bonawitz Son 20'Yo of residue of estate 29 Church Road Carlisle PA 17013 Catherine Mae Fought Granddaughter 20'Yo of residue of estate 780 Cardinal Drive Harrisburg PA 17111-5013 Jason J. Bonawitz Grandson lO'Yo of residue of estate 1917 Esther Drive Carlisle PA 17013 Rebecca Lee Bonawitz Granddaughter lO'Yo of residue of estate 29 Church Road Carlisle PA17013 Wayne Fought Grandson 5% of residue of estate 780 Cardinal Drive Harrisburg PA 17111-5013 Alan Fought Grandson 2 1!2'Yo residue of estate 780 Cardinal Drive Harrisburg PA 1711-5013 Isaac Scott Barclay Great 2 1!2'Yo residue of estate 29 Church Road Grandson Carlisle PA 17013 Kelsey Lynn Ives Great 2 1/2'}'o residue of estate 1917 Esther Drive Granddaughter Carlisle PA 17013 Brandt Christopher Bonawitz Great 2 1/2% residue of estate 1917 Esther Drive Grandson Carlisle PA 17013 Chase Michael Bonawitz Great 2 1/2 residue of estate 1917 Esther Drive Grandson Carlisle PA 17013 Tyler Matthew Bonawitz Great 2 1/2 residue of estate 1917 Esther Drive Grandson Carlisle PA 17013 .. - -..-. LASTWlLVAND TESTAMENT OF CATHERINE MAE BONAWITZ I, CATHERINE MAE BONAWITZ, of 623 Glendale Street in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and ,. ..-:i..:i .~., understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time beretofore made, 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses and all costs of administration of my estate from the residue of my estate as soon after my death as may be found convenient to do so. 2, I direct that all inheritance, transfer, estate, succession and death taxes which may be payable on account of my death, including interest and penalties thereon, shall be paid from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate, 3. I give and bequeath the sum of $15,000,00 to my nephew TIMMEE BUFFINGTON, his heirs and assigns, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me, then the same shall lapse. ~ 4. So much or all of the res~ residue and remainder of my estate, real personal and mixed, and wheresoever the same may be situate, as will exhaust the Unified Credit for purposes of Federal Estate Tax which at the present time is approximately $1,500,000,00 and scheduled in the years ahead to reach $3,500, 000,00, I give, devise, and bequeath to the following persons, their heirs and assigns, in the percentages indicated, provided each one shall survive me by a period of ninety (90) days, but should anyone of them fail to so survive me then the share which such deceased person would have received shall pass to such of his or her legitimate issue as shall survive me by a period of ninety (90) days, their heirs and assigns, per stirpes: A, 20% to my daughter, ALICE MAE BONAWITZ, B, 20% to my son, AL VlN F, BONAWITZ, JR. C. 20% to my granddaughter, CATHERINE MAE FOUGHT, D. 10% to my grandson, JASON J, BONA WlTZ. E. 10% to my granddaughter REBECCA LEE BONAWITZ. F, 5% to my grandson, WAYNE FOUGHT, G. 2-112% to my grandson, ALAN FOUGHT, H. 2- I/2% to my great grandson, ISAAC SCO'IT BARCLAY, e. (J.""'n-\. , I. 2- I/2% to my great granddaughter, KELSEY LYNN I\JEs, I J. 2- I/2% to my great grandson BRANDT CHRISTOPHER BONAWITZ. K. 2- I/2% to my great grandson, CHASE MICHAEL BONAWITZ. L. 2-1.2% to my great grandson, TYLER MATI'HEW BONAWITZ, 5, All of the rest, residue and remainder of my estate, if any, real, person and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my hereinafter named Trustees, and the survivor of them, in Trust, for the uses and purposes hereinafter set forth, which Trust shall be known as the Residuary Trust. This Residuary Trust shall be held and administered and disposed of as follows: Page J of5 Pages ~.;i ~)n"",_ ~ .- -. .-.-.- a) My Trustees shall distribute to or for the benefit of my husband, Alvin F. Bonawitz, all of the income of this Residuary Trust annually or at more frequent intervals. as may from time to time be deemed appropriate or convenient. In addition, my husband shall have the right during his lifetime to require distribution to or for the benefit of himself all or any part of the corpus of the Residuary Trust, and in addition my Trustee shall distribnte to or for the benefit of my husband from time to time so much of the corpus of the Trust as my Trustees in their discretion shall consider reasonably necessary to enable my husband to maintain the standard of living to which he is accustomed, The right of my husband during his lifetime to require distribution of income or corpus of the Residuary Trust shall include the right in him to direct that gifts be made by him or by the Trust to any individuals he may designate or to any churches or charities or eleemosynary institutions which he may select: b) Upon the death of my husband, Alvin F. Bonawitz, the entire remaining corpus and undistributed income of the Residuary Trust, as then constituted, shall be divided, held, administered and disposed of as follows: 1. If the real estate which 1 own in Perry County, Pennsylvania is a part of my Residuary Trust, 1 direct t~at it be distributed to my son, Alvin F, Bonawitz, Jr., including all farm equipment and tangible personal property located on it, if he survives both my husband and me, but if he fails to survive both of us then it shall be included as part of the Residuary Trust and distributed in accordance with subparagraph two (2) hereof. 2, The balance of Residuary Trust shall be divided among the persons, their heirs and assigns, named in paragraph number 4 above in the same percentages as set forth in paragraph number 4 above, provided each one sharing shall survive both my husband and me, but should any of them fail to so survive both my husband and me then the share which such deceased person would have received shall pass to such of his or her legitimate issue as shall survive both my husband and me, their heirs and assigns, and if there be no such issue the same shall lapse and be ad~ed to the remaining shares proportionately, per stirpes. Should any beneficiary of this Trust who is less than 21 years of age be entitled to distribution of his or her share, 1 direct the same shall continue to be held by the Trustees who shall distribute to or for the benefit of the beneficiary of such share all of the income arising therefrom together with so much of the corpus of the share of such beneficiary as the Trustees. in their sole discretion, shall deem necessary or advisable for the health, support, education and general welfare of such beneficiary until such beneficiary attains the age of 21 years. at which time the then remaining portion of such share shall be distributed to him or her, but should such beneficiary die before attaining the age of 21 years, then such undistributed property shall be paid and transferred to the legitimate issue of such beneficiary, if apy. in equal shares per stirpes. and in the absence of issue such undistributed trust property shaH be paid and transferred in equal shares per stirpes. to any of my children surviving such beneficiary, and if any of my children have predeceased such beneficiary but shall have then legitimate living issue. the share such deceased child of mine would have received shall be paid to his or her legitimate issue per stirpes. 3. Whenever pursuant to the provisions of this Will all or any part of a distributive share of the Residuary Trust shall be payable to a minor, title to the share of such minor shall pass to him or her, but the payment to him or her of such share or trust fund shall be deferred until he or she shall altain the age of 21 years, and in the meantime such share or trust fund shall be held by the Trustees or a court appointed Guardian, if the Trustees are unwilling to assume such responsibility, until such beneficiary attains the age of 21 years. The fiduciary holding such fund shall apply all or such part of the income and principal as the fiduciary in his uncontrolled discretion may determine to the support, education. and maintenance of such beneficiary, The authority conferred upon such fiduciary by this paragraph shall be construed as a power only and shall not operate to suspend the absolute ownership of such property by such beneficiary or to prevent the absolute vesting thereof in such beneficiary. With respect to the administration of any such property which shall vest in absolute ownership in a beneficiary less than 21 years of age, and which shall be held by such fiduciary authorized in this paragraph, such ~=~~~.-qp fiduciary shall have all the powers set forth under the provisions of paragraph No. 12 of this Will to be exercised in the manner set forth in paragraph number 4. 6. Should any person be entitled to distribution of any of the bequests set forth in paragraphs 3 and 4 of this Will, be less than 21 years of age, I direct that the same shall be paid .~ to the parents of such person and beld by the parents as guardians of the Estate of such person ;, until such person shall attain 21 years of age, and in the meantime, the parent or parents holding , such share shall apply all of the income to or for the benefit of sucb beneficiary, and in addition, { may apply so much of the principal thereof as in the opinion of the parents is necessary or desirable to be expended for the proper support, education and maintenance of such person, and upon such person attaining 21 years of age, the then remaining principal together with any undistributed income shall paid to such person.. 7. The meaning of "legitimate issue" as used in this Last Will and Testament shall be limited to a child or children born to a female descendent of the Testator regardless of whether the mother is mamed to the father of such child or children, and shall be limited to a child or children born to a male descendent of Testator where the father of such~child or children is mamed to the mother either before or after the birth of the child or children. In any case the meaning of "child" or "children" or "legitimate issue" as used herein SHALL include any adopted child or children. 8. No titl~, in 'any trust hereby created, or in the income accruing therefrom, or in its accumulation, shall vest in any beneficiary and no beneficiary shall have the right or power to transfer, assign, anticipate or encumber his or her interest in said trust, or the income therefrom, prior to the actual distribution thereof by the Trustee to said beneficiary. Further, neither the income nor the princip"al of said trust shall be liable in any manner, in the possession of the Trustee, for the debts, contracts or engagements of any of the beneficiaries. 9. Any share or portion of a share of any trust created hereunder, or any other property of the Testatrix- that is not disposed of under any other provision of the Will, shall go and be distributed to the heirs-at-law of the Testatrix. 10. J hereby nominate, constitute and appoint my said husband, Alvin F. Bonawitz. as Executor of this my Last Will and Testament but should he predecease me or fail to qualify or cease serving as such, then in such event 1 nominate, constitute and appoint my son, AL VJN F. BONAWITZ, JR. and my granddaughter CATHERINE MAE FOUGHT as alternate or successor Executors of this my Last Will and Testament, and J further declare that none of them shall be required to post any bond to secure the faithful perfonnance of his or her duties in the Comm~nwealth of Pennsylvania or in any other jurisdiction. II. I hereby nominate, constitute and appoint my husband, Alvin F. Bonawitz and my said son, A.lvin F. Bonawitz, Jr. and my said granddaughter, Catherine Mac Fought, as co- Trustees hereunder, but should all of them fail to qualify or cease serving as such, I authorize them or the survivor of them to appoint a Successor Trustee or Trustees and aU successor Trustees shall have the authority to appoint their successors as may from time to time be necessary. 12. In addition to the powers conferred by law, my hereinbefore named Executors, Dnd Trustees, and Guardians, and their respective successors, are empowered: ., To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or Dther securities of which may be held, to vote'in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such COIpcrations; to make any surrender, exchange or subsUtulion of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other Sums of I money which may be deemed wise and expedient for the protection and maintenance of the , p",.J"'5 Ptlges 01" . ~I"",--,,- t1v-,.-,~cc'.~ ~ ~-~ . ~,"~-:'~-- ,:~,'" -- '.-' ~- ',. '.n-_,,""T'" _ __e."_.,,.._ ..- --.. proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of ~ r:~ ~j. (}, additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other . .~\ securities, the powers of an individual owner who is under no trust obligation. c, To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. .; d, To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deem~d proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom, e, To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f, To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g, And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall 'further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain and invest in shares of stock of my Trustee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. 1. To detennine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year to another. ~/VV~~ f96~~J Pag~" of j Pages ----- , IN WITNESS WHEREOF, I Catherine Mae Bonawitz have hereunto set my hand and seal to this my Last Will and Testament, written on four (4) pages this 29th day of December, 2004, ~~ ~~ (SEAL) CATHERINE MAE BONAWITZ I . , 'I ' i :"," .. Signed, sealed, published and declared by CATHERINE MAE BONA WlTZ, the Testatrix above-named, as and for her Last Will and Testament, in Our presence, who, in her presence, at her request, and in the presence of each other, have hereunto set our names as attesting witnesses. ~ h/?>j '.' i I i , 'i I i . !. , I I I I I I j I Page 5 015 Pager , I i i I , I , COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 006148 BONAWITZ ALVIN F 623 GLENDALE STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fOld ____n__n -------- 101 I $52.00 ESTATE INFORMATION: SSN: 209~ 12~6152 I FILE NUMBER: 2105-0613 I DECEDENT NAME: BONAWITZ CATHERINE MAE I DATE OF PAYMENT: 12/27/2005 I POSTMARK DATE: 12/27/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 06/13/2005 I I TOTAL AMOUNT PAID: $52.00 REMARKS: A F BONAWITZ CHECK#105 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS