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Home My WebLink About04-27-06 --.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT )-1 /' I-DDj i oq<6' q .,...J Date of Birth 10/25/2005 05/16/1918 Decedent's Last Name Suffix Decedent's First Name MI BULOTA STANLEY (If Applicable) Enter Surviving Spouse's Information Below Last Name Suffix First Name MI ELIZABETH .?P~~se.'~.??~i.~!?~.~~rity.~~~?~!..... . THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ; 207-14-1863 FILL IN APPROPRIATE OVALS BELOW ~ 4. Limited Estate - 1...-1 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required CeJ 1. Original Return c:J 2. Supplemental Return c:J ,~.) c:::::; 4a. Future Interest Compromise (date of death after 12-12-82) c:J 7. Decedent Maintained a Living Trust (Attach Copy oITrust) ~ 10. Spousal Poverty Credit (date of death c:J 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes c::; Thomas E. Flower, Esq. (717) 737-3405 Firm Name ...-.-.-------.---.....-m.-.-...-..-.....-.....--...-.-r,~3-.--.' REGISTER 6.:w~s USE ONC~ ". j , \ Saidis, Flower, Lindsay First line of address 2109 Market St. Second line of address : i or Post Office State ZIP Code L____-.!2ATE FIL~~---=--___l r'_i 17011 Correspondent's e-mail address:tflower@sfl-Iaw.com Under penalties of perjury. I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. DATE .3 - Jr;:-- 0(." /7011 DATE '3 t:t-00 AODRESS Saidis, Flower & Lindsay, 2109 Market St., Camp Hill, PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 ~ I~~ k/ --' 15056052059 REV-1500 EX p~~~den~:.~?~i~I",~~uri~~_~u..rnber : 204-01-9516 Decedent's Name: STANLEY BULOTA RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.! 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. i 684,903.51 r---...._.-..'--~._....,..,.._....------~~---'" i 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. . .. 3.! __~~____'__'M~__ ! 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.1---__._____._ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. i 6,961.15 6. Jointly Owned Property (Schedule F) <=l Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 1-----.--------- (Schedule G) <=l Separate Billing Requested.. . . . . .. 7.! ~_"""-..-..J"'-"__.~v.''''''''''___________""""""" 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.! 691,864.66 16,829.13 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. i 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. : 11. Total Deductions (total Lines 9 & 10)..... ..................... ......... 11. 16,829.13 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. . 675,035.53 13. Charitable and Governmental Bequests/See 9113 Trusts for which .---'-~-----'-'-----'-------------~-'-- an election to tax has not been made (Schedule J) ... . . . . . . .. . . . . . . . . . . . . . 13. . 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ............... . . . . . . . . . 14. , TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 225,011.84 16. Amount of Line 14 taxable at lineal rate X.O 45 450,023.69 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 675,035.53 15. 0.00 16. 20,251.07 17. 18. 19. TAX DUE. . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . 19. 20,251.07 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c:::; 15056052059 Side 2 L 15056052059 --.J REV-1500 EX Page 3 .Decedent's Complete Address: File Number J-{ - 0;- --- 0 q '6 '1 DECEDENT'S NAME STANLEY BULOTA STREET ADDRESS 2800 Russell Rd. CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 20,251.07 14,000.00 736.82 Total Credits ( A + B + C ) (2) 3. InterestJPenalty if applicable D. Interest E. Penalty 14,736.82 Totallnterest'Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. 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) (58) 5,514.25 0.00 5,514.25 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT 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;.......................................................................................... 0 [KJ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [KJ c. retain a reversionary interest; 01.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [KJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [KJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [KJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [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 zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt 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 impased on the net value of transfers from a deceased child twenty-one years of age ar younger at death to or for the use of a natural parent, an adaptive parent, or a stepparent of the child is zero (0) percent [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 four and one-half (4.5) percent, 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 ar for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102. as an individual wha has at least one parent in common with the decedent, whether by blood or adoption. REV.1503 EX+ (6.98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STANLEY BULOTA FILE NUMBER 21-05-0989 ITEM NUMBER 1. All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION Merrill Lynch Account No. 898-67743 (itemized valuation attached) VALUE AT DATE OF DEATH 684,903.51 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 684,903.51 Holly E. Brinton Client Associate Global Private Client GrouJl ~ Merrill Lynch 96 South George Street York, PA 17401 717 771 0022 hoIILbrinton@ml.com http://fa.ml.com/abgroup November 21,2005 Thomas E. Flower, Esquire Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill; PA 17011 RE: Estate of Stanley Bulota Dear Mr. Flower, The following is the date of death information for Stanley Bulota's account, 898-67743: Mr. Stanley Bulota ECMA Account 898-67743 Stock Symbol Shares Tuesday 10/25/05 Hi Low Avq. Value Altria Group Inc MO 100 $74.40 $73.10 $73.75 $7,375.00 Bristol-Myers Squibb SMY 400 $21.93 $21.55 $21.74 $8,696.00 Chevron Corp CVX 308 $59.01 $57.42 $58.22 $17,930.22 Coca Cola Com KO 100 $42.60 $42.06 $42.33 $4,233.00 DTE Energy Company DTE 1100 $42.90 $42.24 $42.57 $46,827.00 Du Pont E I De Nemou DD 100 $41.26 $40.02 $40.64 $4,064.00 Exelon Corp EXC 2800 $53.74 $52.17 $52.96 $148,274.00 Acm Income Fund ACG 495 $8.22 $8.16 $8.19 $4,054.05 Municipal High Incom MHF 2841 $7.16 $7.05 $7.11 $20,185.31 Nuveen Sel Qual Muni NQS 1270 $15.00 $14.78 $14.89 $18,910.30 Salomn Bros2008GT TR SSG 700 $10.79 $10.45 $10.62 $7,434.00 Corporate Hgh Yld Fd CYE 1265 $7.82 $7.72 $7.77 $9,829.05 Debt Strategy Fund I DSU 1460 $6.50 $6.41 $6.46 $9,424.30 ~hartwp-II Oivd&lncm CWF 3502 $10.20 $10.00 $10.10 $35.370.20 ...... ~,..;-.. Pioneer High Income PHT 1942 $16.54 $16.30 $16.42 $31,887.64 Evergreen Managed Inc ERG 2430 $16.44 $16.31 $16.38 $39,791.25 Blackrock Limited BLW 400 $17.70 $17.40 $17.55 $7,020.00 Glaxosmithkline PLC GSK 300 $50.33 $49.76 $50.05 $15,013.50 General Electric GE 700 $34.13 $33.63 $33.88 $23,716.00 JPMorgan Chase & CO JPM 200 $35.91 $35.51 $35.71 $7,142.00 Lucent Technologies LU 648 $3.20 $3.11 $3.16 $2,044.44 PPL Corporation PPL 3600 $30.97 $30.15 $30.56 $110,016.00 Pepco Hldgs Inc paM 145 $21.37 $20.94 $21.16 $3,067.48 UGI Corp New UGI 600 $23.87 $23.12 $23.50 $14,097.00 Verizon Communications VZ 832 $30.63 $29.94 $30.29 $25,197.12 Zimmer Holdings Inc ZMH 40 $63.36 $62.64 $63.00 $2,520.00 Weyerhaeuser Co WY 300 $63.43 $62.20 $62.82 $18,844.50 Wachovia Corp New WB 300 $49.99 $48.82 $49.41 $14,821.50 EV Pennsylvania ETPAX 1292.049 $9.86 $9.86 $9.86 $12,739.60 Seligman High Yield SBBHX 1708.259 $3.34 $3.34 $3.34 $5,705.59 Phoenix Income NAINX 696 $8.98 $8.98 $8.98 $6,250.08 ML Bank Deposit Program 94SK9 2423.39 $1.00 $1.00 $1.00 $2,423.39 Total Value $684,903.51 To process your request for this account to be converted into an estate account we will need the following documents from Elizabeth Bulota and William R. Bulota: a notarized Affidavit of Domicile from both, a letter of authorization signed by the executors authorizing the single name account to be converted into an estate account, a death certificate, a Merrill Lynch Client Relationship Agreement signed by both for the new estate account, and the completed personal information forms. I have enclosed two Affidavits of Domicile, an example of a letter of authorization, a Merrill Lynch CRA and two of the required personal information forms. Please return documents as soon as possible. Additionally, regarding your request for the liquidation of $20,000 worth of Exelon and PPL, this will occur after the securities have been transferred into the estate account. If you have any questions, please feel free to call 717-771-0022. Thank you, #~ Holly Brinton Client Associate Enc!. 2 Affidavits of Domicile, example letter of authorization, Merrill Lynch Client Relationship Agreement, & 2 personal information forms. REV-15GB EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STANLEY BULOTA FILE NUMBER 21-05-0989 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH PNC BANK checking accl. #51-4000-8357 6,961.15 6,961.15 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) MAR-05-2006 19:31 PNCBANK q..l.~ roo ...l"+;JO l- ."-'~,~.... ~JL ~ o PNCBA1'K March 7, 2006 Mr. Brian Hummel Attorney at Law 2101 Market St. Camp Hill, PA 17011 sop RE: Estate of Stanley Bulota (Deceased) SSN: 204-01-9516 OOD~ 10-25-2005 Dear Mr. Hummel: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5140008357 Established 01-01-1978 STANLEY BULOTA DOD balance: $6,960.19 + $0-96 accrued interest Safe deposit box The decedent maintained safe deposit box #C6. It was in two names. STANLEY BULOT A ELIZABETH BULOT A It is located at: 32ND STREET 1400 CAMP HlLL SHOPPING MALL CAMP HILL P A 17011 717-761-2099 Please note th&.t this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any fmancial transactions or provide statements. If you need assistance with any of these items, please call1-838-PNC-BANK (1~888-762-2265) or stop by your tocal PNC Bank branch office. . Sincerely, ~~~ Erica L Schlegel 1-800-762-1775 P7-PFSC..o4~F 500 First Ave. Pittsburgh PA 152]9 Member FDIC TOTAL P. e REV-1511 EX+ (12-99). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF STANLEY BULOTA FILE NUMBER 21-05-0989 Debts of decedent must be reported on Schedule 1. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Parthemore Funeral Home - professional services, cremation 2. James's Cafe, catering memorial dinner Hill 1. 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 Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Elizabeth Bulota Street Address 2800 Russell Road State P A Relationship of Claimant to Decedent surviving spouse 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Publish Executor's Notices - Sentinel ($173.33), Cumberland Law Journal TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets at the same size) 16,829.13 REV-1513 EX+ (9.00) '*' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STANLEY BULOTA FILE NUMBER 21-05-0989 AMOUNT OR SHARE OF ESTATE NUMBER I RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under S~c.9J16 (a) (1.2)1 Elizabeth Bulota, 2800 Russell Rd., Camp Hill, PA 17011 2. William R. Bulota, PO Box 159, Stevenson, WA 98648 3. Charles R. Bulota, PO Box 211, Starbuck, WA 99359 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS (If more space Is needed, insert additional sheets of the same size) TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500COVER SHEET r-' ~ '" f ~ \ SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS.AT.LAW 21 09 Markel Street Camp Hill, PA LAST WILL AND TESTAMENT OF STANLEY BULOT A I, STANLEY BULOTA, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment from my estate of my just debts and the expenses of my last illness and funeral as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefor funds from my estate in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND All my personal effects, clothing, furniture, furnishings, jewelry, automobiles, other tangible personal property of every kind, and insurance thereon, I give in accordance with a memorandum which accompanies my will. To the extent that such memorandum fails to dispose of all personal property or if the memorandum is not in existence at my death, then such property shall be added to the residue of my estate. 14 J cl" '1 , SAIDIS HUFF, FLOWER & LINDSAY AITORNEYSoAToLA W 2109 Market Street Camp Hill, PA THIRD To my beloved wife, ELIZABETH BULOTA, I give and bequeath one-third (1/3) of the residue of my estate, absolutely and in fee simple, if she survives me by thirty (30) days. If she should fail to survive me by thirty (30) days, then this gift shall pass in equal shares to her children, GAIL ANN WALDEN, STEPHEN N. WALDEN and MARK D. WALDEN, per stirpes. FOURTH I direct my executor to divide the rest, residue and remainder of my estate into two equal shares. One share I give to my son, William R. Bulota, or his heirs, absolutely and in fee simple. The other share I give to my Trustee hereinafter named, IN TRUST, NEVERTHELESS, for the benefit of my son, Charles R. Bulota, under the following terms and conditions: 1. My Trustee shall pay so much of the income and principal of this trust as my Trustee, in his sole and absolute discretion, deems advisable to maintain, or to enrich the life experience of, my son, Charles R. Bulota. My Trustee's discretion is limited, however, by my direction that the Trustee preserve my son's eligibility for government services and benefits, including VA disability pension benefits. 2. I make this provision for my son, Charles R. Bulota, with the full understanding of his physical disability, and I am aware that he currently receives a monthly VA pension, which this provision is intended merely to supplement, not to supplant or replace. I therefore direct my Trustee to preserve the principal of this trust for the benefit of the remaindermen, to the extent he deems it appropriate; and in making expenditures of income and principal my Trustee is directed to take into account all other available 2 :,f' ~ 1 ~ ~ ~ SAIDIS SHUFF, FLOWER & LIND SAY ATTORNEYS"AT"LA W 2109 Market Street Camp Hill, PA sources for the support of my beneficiary, including entitlement to VA benefits and federal and state public assistance payments. 3. Upon the death of Charles R. Bulota, this trust shall terminate and the Trustee shall distribute the principal, accretions thereto, and any accumulations of income, to my son William R. Bulota, or his heirs. FIFTH In addition to the powers conferred by law, I authorize any personal representative, trustee or guardian acting under this instrument, in his/her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; (b) To exercise any options to subscribe for stocks, bonds, or other investments. (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; (d) To sell, transfer, convey, mortgage, pledge, lease or exchange any. property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as they, in their sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (e) To make settlements and compromises on such terms as they, in their sole discretion may deem wise without the necessity of obtaining any court approval thereof; 3 '" SAIDIS mUFF, FLOWER & LINDSAY AITDRNEYS'AT'LAW 21 09 MarkeL Street Camp Hill, PA (f) To make distribution hereunder either in cash or kind, as they, in their discretion may deem wise. SIXTH I appoint my son, William R. Bulota, of Clarkston, Washington, as Trustee of the trust created under this Will for the benefit of his brother, Charles R. Bulota. In the event that William R. Bulota should be unwilling or unable to serve as my Trustee, I appoint my granddaughter, Lara Ann Bulota, also of the State of Washington, to serve as alternate or successor Trustee. In the event that both of the foregoing persons are unwilling or unable to serve, I appoint Paula K. Knudsen, of 3645 Marietta, Lancaster, PA, as second alternate or successor Trustee. SIXTH I do hereby nominate, constitute and appoint my wife, Elizabeth Bulota, and my son, William R. Bulota, to act as Co-Executors of this my Last Will and Testament. Provided, however, that if both are unwilling or unable to act as Executor, I direct the duties of Alternate Executor be performed by my granddaughter, Lara Ann Bulota. SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of his or her duties in any jurisdiction. IN WITNESS WHEREOF, I, STANLEY BULOTA, have hereunto set my hand and seal to this my Last Will and Testament, consisting of four (4) typewritten pagELs, the first three (3) of which bear my signature in the margin for identification, this I (/ ~ day of ~ ' 2003. w~ a~A ./" ANLEY LOTA, Testator - 4 (; SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS' AT-LA w 2109 Market Street Camp Hill, PA Signed, sealed, published and declared by the above-named Testator, STANLEY BULOT A, as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of ~ =or and of each other. ~~ ADDRESS 2[0-( ~\~W--, Q I (~ ~ \ p;t- ~ ~;1~ADDRESS :2 (t; C,\ l./v-'-.rV=- 1- 5-1- , L. .:.~"'""? If ( (I r A COMMONWEALTH OF PENNSYLVANIA .~~ - STANLEY LOTA, Testator ~~~ , Witness ~~~ ., WItness Subscribed, sworn to and acknowledged before me by STANLEY BULOT A, the Testator, and subscribed to and sworn or affirmed to -rJJ/)n7t1.~ E m///t'r and Gtc/t'/1/7 OatJ;l7dl7 witn this fJjJr// ,2003. me by day of {' Notarial Seal Sallie Allshouse, Notary Public Carlisle Bora, Cumberland County My Commission Expires Mar. 29, 20D4 5 1;.' {'i SAID IS SHUFF, FLOWER & LINDSAY ATIORNEYS'AT'LA W 2109 Market Street Camp Hill, PA MARITAL AGREEMENT FOR MUTUAL WILLS , THIS AGREEMENT, made the /13 day of AuL/' ,2003, by and between Elizabeth Bulota ("Wife") and Stanley Bulota ("Husband"), WITNESSETH: ..' ..,. WHEREAS, on even date herewith, Wife and Husband have executed mutual Wills, duly witnessed and acknowledged, with the following dispositive provisions: 1. The Wills of both Husband and Wife leave one-third of the residue to the testator's spouse, if such spouse survives the testator by thirty days; otherwise, the same one-third of the residue passes to the children of the testator's spouse; and 2. Both Wills further provide that the surviving spouse and one or more of the testator's sons shall be appointed to serve as co-executors of the testator's estate; WHEREAS, both Wife and Husband now desire to exchange legally-binding mutual assurances that the survivor of them cannot revoke the items designated "1" and "2" above; NOW THEREFORE, in consideration of the mutual assurances passing between them, and intending to be legally bound, the undersigned Husband and Wife do hereby covenant and agree that neither one of them shall revoke or amend the Will this day executed by him or her, without the express written consent of the other spouse. IN WITNESS WHEREOF, Wife and Husband have hereunto set their hands and seals on the day and year first above written. ~~ ~(Seal) Eli~eth Bulota (Wife) (Seal) ~~. Witness ~~~ Witness