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Home My WebLink About02-23-06 (2) REV-1500 EX + (6-00) * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 -050366 COUNTY"'COOE ----vEAR- - - NUMBER- - I- Z W C w o w C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Brandt William E. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 4 06- 3 4 - 1 797 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w ~ ~ ~(/) o It:~ W CLO ::E:oo O 1t:..J CL[Q CL < 01/28/2005 01/17/1909 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 00 1. Original Retum D 4. Limited Estate 00 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Retum D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Retum (date of death prior to 12-13-82) D 5. Federal Estate Tax Retum Required Q.. 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Wa ne F. Shade Es uire 53 West Pomfret Street FIRM NAME (If Applicable) I- Z W C Z o CL (/) w a:: a:: o o TELEPHONE NUMBER 717 -243-0220 Carlisle PA 17013 z o i= <C ...J :) I- 0: <C o w Q: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been maqe (Schedule J) OFFICIAL USE ONLY 37,632.00 19,304.75 .-.. "1 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= <C I- :) D.. :E o o >< <( I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 19. Tax Due 0.00 X _ (15) 91,712.34 X .045 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) 62,757.49 -~+-- c; (8) 119,694.24 16. Amount of Line 14 taxable at lineal rate 14,065.73 13,916.17 (11 ) (12) (13) 27,981.90 91,712.34 17. Amount of Line 14 taxable at sibling rate (14) 91,712.34 18. Amount of Line 14 taxable at collateral rate 0.00 4,127.06 0.00 0.00 4,127.06 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 646 Glendale Street CITY 1 STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit S. Prior Payments C. Discount (1 ) 4,127.06 3.325.00 174.99 Total Credits (A + S + C) (2) 3,499.99 3. Interest/Penalty if applicable D. Interest E. Penalty 6.54 4. Total Interest/Penalty ( D + E) (3) If Line 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) If Line 1 + Line 3 is greater than Line 2, enter the differencE. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) S, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 6.54 5. 0.00 633.61 633.61 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 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ D 00 c. retain a reversionary interest; or ............ ..... .... ... ... ................. ...... ..................... ...... ......................... D 00 d. receive the promise for life of either payments, benefits or care? ... ...... ..................... ...... ......................... D 00 2. If death occurred after December 12,1982, dd decedent transfer property within one year of death without receiving adequate consideration?... ........................................................................................... D 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............ . . . . . . . . . . . . . . . . . ... . . . . . . . .. . . . . .. . . .. .. . . . . . . . . . . . . . . . . . . . .. . . .. . . . . . . . . .. . . . . . ... . ... . .. D 00 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 pe~ury, I declare that I have examined this return, including acconpanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration of pre parer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN -~ -/). ?1~ ADDRESS'" 46 Glendale Street Carlisle SIGNATURE a;.REPARER r,z:ESENTATIVE ADDRESS 5~t Pomfret Street Carlisle DAT~ l / 2 .1..f. Cb J PA 17013 DATE ~~3;6<;. PA 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 or for the use of the surviving spouse is 3% [72 P.S. 99116 (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. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for 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. 99116(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. 99116( 1.2) [72 P.S. 99116( 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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent. whether bv blood or adootion. REV-1508 EX + (6-98) " * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Brandt. William E. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12, 13. 14. 15. 16. FILE NUMBER 21 05 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0366 VALUE AT DATE OF DEATH 3,009.15 108.00 1,127.00 3,009.15 22,139.20 1,407.77 109.47 14.64 109.47 9.10 10.31 4,274.52 10.85 10.53 21.97 14.03 DESCRIPTION Commonwealth of Pennsylvania retirement United States Treasury, Veterans Administration benefit United States Treasury, social security Commonwealth of Pennsylvania retirement Wachovia Bank, N.A., Checking Account No. 1010035311258 Wachovia Bank, N.A., Checking Account No. 1010049591268 Belvedere Medical Corporation, medical expense reimbursement Belvedere Medical Corporation, medical expense reimbursement Belvedere Medical Corporation, medical expense reimbursement Tri-State Imaging Consultants, LLC, medical expense reimbursement Spring Road Family Practice, medical expense reimbursement AARP Health Care Options, health insurance premium refund Belvedere Medical Corporation, medical expense refund Chapel Pointe, patient account balance Belvedere Medical Corporation, medical expense refund United Health Care, medical expense refund TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 37.632.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Brandt, William E. Decedent's Name Page 1 21 05 0366 File Number Schedule E - Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. United States Treasury, federal income tax refund 108.00 18. American Express, credit balance refund 39.81 19. Mutual of Omaha, premium refund 1 ,364. 18 20. United Health Care, health insurance proceeds 34.32 21. Washington National Insurance Co., premium refund 467.40 22. Cumberland Goodwill Fire Rescue EMS, Inc., refund 52.93 23. A.G.I.A., Inc., accidental death insurance premium refund 180.20 SUBTOTAL SCHEDULE E 2,246.84 GRAND TOTAL SCHEDULE E $ 37,632.00 .. ~---~ "WACHOVIA Reference ID: 1305135 Wachovia Bank N.A. Balance Confirmation Services POBox 40028 Roanoke, VA 24022-7313 July 28, 2005 WAYNEFSHADE ATTORNEY AT LAW 53 WEST POMFRET ST CARLISLE, PA 17013 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: WILLIA1\f E BRANDT (SSN# 406-34-1797) Date of Death: January 28, 2005 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened 2/1812000 Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CHECKING 1010035311258 $22,139.20 $0.36 $4.39 LEGAL TITLE: WILLIAM E. BRANDT OR MABEL BRANDT POA - CLYDE M. BARR JR. POA - LINDA B. BARR CHECKING 1010049591268 LEGAL TITLE: WILLIAM E. BRANDT OR MABEL BRANDT POA - CLYDE M. BARR JR. POA - LINDA B. BARR $1,407.77 4/11/2002 $0.19 $0.32 · Due to system limitations, we can only provide a twelve month average balance on depository accounts. Other Account Information Account Type Account Number Date of Balance Date Opened 9/1/2001 Date Closed Ledger Collt:cted ANNUlTY WNFCAFJ230746 LEGAL TITLE: WILLIAM E. BRANDT AMERICAN GENERAL - For information regarding annuities, please call 800-424-4990 0000 000614 III ~~~~ W"ACHOVIA Reference ID: 1305135 No Safe Deposit Box found for customer. CAP, BROKERAGE and SELF-DIRECTED IRA ACCOUNTS HAVE BEEN CONVERTED TO W ACHOVIA SECURITIES. 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 W ACHOVIA 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 j made during that time period. ~etta. ~ Servicenter Associate Phone: (540)563-7323 abs; tb 0000 000614 REV-1509 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Brandt William E. FILE NUMBER 21 05 0366 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. Clyde M. Barr, Jr. 646 Glendale Street Carlisle, PA 17013 Son-in-Law B c JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INS mUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATl ACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. ING Direct Orange Savings Account #1122730 38,609.49 50. 19,304.75 TOTAL (Also enter on line 6, Recapitulation) $ 19.304.75 (If more soace is needed. insert additional sheets of the same size) INGAiJDIRECT December 5, 2005 Wayne F. Shade 53 West Pomfret 8t. Carlisle, P A 17013 Dear Wayne, This letter is in response to your recent inquiry. . : '. Our records reflect that William E. Brandt had the following account with ING DIRECT: Account Type: Account Title: Open Date: Balance as of 1/28/2005: Orange Savings Account™ 1122730 William E. Brandt or Clyde M. Barr Jr. 5/25/2001 $38,609.49 (includes interest up to the date of death) If you have any questions, give us a call at 1-888-464-0727. Save Your Money. ~~ Jim Kelly Chief Customer Service Officer ING DIRECT 600 West St Germain Street, Suite 200 St Cloud, MN 56301 Tel.: 888.464.0727 Fax: 888.464.3220 ING Bank, fsb REV-1510 EX + (6-98) * SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Brandt. William E. FILE NUMBER 21 05 0366 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV -1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1. AIG Annuity Insurance Company, Policy No. FJ230746 62,757.49 100. 62,757.49 TOTAL (Also enter on line 7 Recapitulation) $ 62,757.49 (If mnrp. ~n;:H~p. i~ np.p.r1p.r1 in~p.rt :lrlrlitinn:ll ~hp.p.~ nf thp. ~:lmp. ~i7P.\ rMCI Af!iAp!t'AilY AIG Annuity IDsurance Company A Stock CoIllpBllJ 20S Bast 10th Avame Amarillo, Texas 79101-3546 Telephone: 800.424.4990 April 25, 2005 Wayne F Shade 53 West Pomfret Street Carlisle, P A 17013 Re: Name of Deceased: Contract Number: Beneficiary: William Brandt FJ230746 Mabel Brandt ': t"\ Dear Sir or Madam: We have received notification of the death of William Brandt, the owner/annuitant of the referenced contract. On behalf of AIG Annuity Insurance Company, we wish to express our sincerest condolences for your loss. The following items are enclosed: 1) Claims Checklist - A list of items required to initiate a claim for this contract. 2) Beneficiary options page - A list of claim options available to the referenced beneficiary. 3) Applicable documents for completion. The value of policy on the date of death was $62,757.49. We appreciate your prompt attention to this matter. Should you have any questions or require further assistance, please contact our Client Care Center by using our toll free number of 1-800-424-4990. Sincerely, g.~.~ B.M. Graves Annuity Claims Manager Enclosures AlGA CVf Ltr 000 REV-1511.EX + (12-99) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Brandt. William E. FILE NUMBER Debts of decedent must be reported on Schedule I. 21 05 0366 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Inc. 7,694.00 2. Cumberland Valley Memorial Gardens, grave marker 2,325.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees Wayne F. Shade, Esquire 3,000.00 3. Family Exemption: (If decedenfs address is rot the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decede1t 4. Probate Fees Register of Wills of Cumberland County 256.00 5. Accountanfs Fees 6. Tax Return Prepare(s Fees Smith Elliott Kearns & Co., LLC, income tax preparation 200.00 7. Cumberland Law Journal, advertise Letters Testamentary 75.00 8. The Sentinel, advertise Letters Testamentary 100.73 9. Register of Wills, filing inheritance tax return 15.00 10. Register of Wills, reserve for filing Account, etc. 400.00 TOTAL (Also enter on line 9, Recapitulation) $ 14.065.73 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) * SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Brandt. William E. FILE NUMBER 21 05 0366 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Chapel Pointe, nursing home charges VALUE AT DATE OF DEATH 2,908.70 2. United States Treasury, federal income tax 108.00 3. United States Treasury, federal income tax 4,219.00 4. AARP, health insurance premiums 807.76 5. Mutual of Omaha, insurance premiums 436.30 6. Clyde Barr, birthday gift 100.00 7. UFLlC, insurance premiums 467.40 8. United States Treasury, Veterans' Administration benefit reimbursement 1 08.00 9. United States Treasury, social security reimbursement 1,127.00 10. Linda Barr, reimbursement for personal expenses 303.00 11. State Employees' Retirement System, reimbursement 3,209.76 12. Litinspg, Co., automated debit 121.25 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 13916.17 R~V-1513EX+(* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Brandt. VJilliam E. 21 05 0366 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 [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Linda B. Barr Lineal 72.407.59 646 Glendale Street Carlisle, PA 17013 2. Clyde M. Barr Lineal 19,304.75 646 Glendale Street Carlisle, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOT AL OF PART II - ENTER TOTAL NON-T !,XABlE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT I, WILLIAM E. BRANDT, of the Borough of Carlisle, County of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. I further authorize my personal representative to expend funds from my Estate in such amounts as my personal representative shall consider . appropriate, for the disposition and memorial of my remains. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my daughter, LINDA B. BARR, if she survives me. If she should fail to survive me, I give, devise and bequeath the said residue of my Estate unto my son-in-law, CLYDE M. B~, ifhe survives me. If both my daughter and son-in-law should fail to survive me, I give, devise and bequeath the said residue of my Estate unto such of my issue who shall survive me, in equal shares, by representation and not per capita. The exclusion of my WAYNEF.SHADE beloved wife, MABEL W. BRANDT, from this my Last Will and Testament does not Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 reflect any lack of love and affection for her but rather reflects the fact that provisions were made for her during my lifetime. THIRD. For the purposes of this my Last Will and Testament, a person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. FO UR TH. I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my Estate whether or not the property passes under my Last Will and Testament. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. FIFTH. I order and direct that any liens against any personal property which passes to a designated person either under this my Last Will and Testament or otherwise shall be paid from the residue of my Estate prior to distribution as an expense of administration and that such specific bequests of personal property not pass subject to WAYNE F. SHADE Attorney at Law l' h 53 West Pomfret Street any lens t ereon. Carlisle, Pennsylvania 17013 -2- WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 1 70 13 SIXTH. Any and all decisions, determinations or actions made or taken by a personal representative hereunder, if made in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last Will and l'estament shall be liable for any error in judgment or for any depreciation or reduction in value of any Estate or Trust assets at anytime, in the absence of willful default. LASTLY. I norninate, constitute and appoint my daughter, LINDA B. BARR, to be the Executrix of this my Last Will and Testament, but if, for any reason, she should fail to qualify as such Executrix or decline or cease so to serve, I nominate, constitute and appoint my son-in-law, CLYDE M. BARR, to be the Executor hereof, each to serve without bond. IN WITNESS WHEREOF, I, WILLIAM E. BRANDT, have hereunto set my hand and seal to this my Last Will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature, this 10th day of June , A.D. Two Thousand Three (2003). c1JL c' ~ William E. Brandt (SEAL) The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testator, was on the date thereof signed, sealed, -3- WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 170 13 published and declared by WILLIAM E. BRANDT, the Testator therein named, as his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. tO~~~ ~91~~*,-p~ Acknowledgment COMMONWEAL TH OF PENNSYL VANIA ) ) SS: COUNTY OF CUMBERLAND ) I, WILLIAM E. BRANDT, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affilmed and acknowledged before me by WILLIAM E. BRANDT, this 10th day of June , 2003. ~ c?r~ William E. Brandt G.- ~~~ Notary Pu ic -4- Notarial Seal Connie J. Tritt. Notary Public Carlisle, Cumberland County My Commission Expires Oct. 5. 2004 . ~ ~ WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 170 13 Affidavit COMMONWEALTH OF PENNSYLVANIA) ) SS: COUNTY OF CUMBERLAND ) We, Wayne F. Shade and Helen H. Shade , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Testament; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that, to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Wayne F. Shade and Helen H. Shade 10th day of June , 2003. , witnesses, this {d~~~ ~~7~ fL -~ Notary PU~ Notarial Seal Connie J. Tritt, Notary Public Carlisle, Cumberland County My Commission Expires Oct. 5, 2004 -5-