HomeMy WebLinkAbout08-17-06
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REV-1500
OFFICIAL USE ONLY
FILE NUMBER
21-05
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
470 - 01
7403
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Lo ez Eleanor M.
DATE OF DEATH (MM-DD-YEAR)
07-04-2005
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (date of death prior 10 12-13-82)
o 5. Federal Estate Tax Retum Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
DATE OF BIRTH (MM-DD-YEAR)
09-04-1919
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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00:1. Original Retum
o 4. Limited Estate
[X1\6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
FIRM NAME (If Applicable)
King, Esquire
Friedman & King, P. C.
COMPLETE MAILING ADDRESS
P. O. Box 984
Harrisburg, PA 17108
OFFICIAL USE ONLY
(8)
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491,804.89
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TELEPHONE NUMBER
(717) 236-8000
(11)
(12)
(13)
28,834.57
462,970.32
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation. Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
-0-
182,367.57
-0-
-0-
93,?02.32
48,886.15
(14)
462,970.32
(1)
(2)
(3)
(4)
(5)
(6)
(7)
66,748.85
20,833.66
(19)
20,833.66
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
25,353.19
3,481. 38
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O _ (15)
4.5%
x .0_ (16)
x .12 (17)
x .15 (18)
16. Amount of Line 14laxable at lineal rate
$462,970.32
17. Amount of Line 14laxable at sibling rate
18. Amount of Line 14laxable at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
219 S. 17th Street
CITY Camp Hi 11 I STATE PA I ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
20,833.66
Total Credits ( A + 8 + C ) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. 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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
20,833.66
(5)
(5A)
(58)
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
20,833.66
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ~
No
XX]
XX]
XX]
XX]
XX]
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Unde, "ecaltles of pe~ury. I declare that I have examined this return. including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete.
Des.arat.or of preparer other than the personal representative is based on all infonmation of which preparer has any knowledge.
Carlisle, PA 17013
PRESENTATIVE
ADDRESS
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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) (iill.
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 retum 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)].
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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. S9116(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 by blood or adoption. . .',
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,REV-l503 EX. (1-97)
ESTATE OF
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Estate of Eleanor M. Lopez
FILE NUMBER
21-05-0671
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
8.
9.
10.
11.
12.
VALUE AT DATE
OF DEA JH
11,.lfU.VV
DESCRIPTION
Southem Company lnuU Shares)
2.
Southem Company (31 shares)
Exxon tvIobil Corp. (832 shares)
FPL Group (261.246 shares)
Alliant Energy Corp. (241 shares)
Chevron Corp. (290.0491 shares)
tvbrgan Stanley (13.9830 shares)
TXU Corp. (107 shares)
BG Group PLC (78 shares)
3,308.76
10,692.17
1,087.48
3.
48,513.92
11,230.97
4.
5.
6,895.01
6.
16,991.08
751. 87
7.
4,481.16
Exelon (206.692 shares)
H&R Block (15,000 shares HAPOALIM & 21,000 shares tvlBNA)
Bonds (see attached)
36,406.55
64,832.60
TOTAL (Also enter on line 2, Recapitulation) $ 282,367.57
(If more space is needed, insert additional sheets of the same size)
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REV-l508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-05-0671
Estate of Eleanor M. Lopez
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Wachovia Securities (acct. #5351-6440)
VALUE AT DATE
OF DEATH
t./51
3.
Mercantile Bank (Money ~mrket #8600320344)
1997 Toyota Camry
BG Group (dividends)
26,082.63
4,650.00
58.39
2.
4.
5.
6.
Chevron ( dividends)
Comcast Cable (reflll1d)
206.33
26.87
7.
Sears Retiree Service Center (benefit coverage refund)
134.00
78.43
8.
Charles R. Inners, M. D. (refmd of overpa:ynent)
Belvedere ~dical Corp. (refmd)
TXU (dividend)
Bookspan (re fmd)
12.87
9.
10.
60.19
4.00
11.
12.
13.
14.
Cumberland- Goodwill Fire Rescue (refmd of overpaynent)
69.92
15.
Bank of America checking (#001404915308)
Bank of America CD (#30000005953208)
Southern Commerce Bank CD (#CD-016268)
H&R Block (close account)
2,420.05
1,000.00
58,976.37
16.
19.46
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
93,0802.32
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. REV.l509 EX. (1.97)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
Estate of Eleanor M. Lopez
21-05-0671
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A.
Julia W. Hanks
B.
c.
JOINTLY-OWNED PROPERTY:
ADDRESS
RELATIONSHIP TO DECEDENT
1885 W. Lisburn Rd.
Carlisle, PA 17013
Daughter
LETTER DATE DESCRIPTION OF PROPERTY 0/0 OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 1/25/{ 2 M&T Bank C1lecking (#950322214) $97,772.30 50% $48,886.15
TOTAL (Also enter on line 6, Recapitulation) $ 48,886.15
(If more space is needed, insert additional sheets of the same Si7P.\
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
Estate of Eleanor M. Lopez
FILE NUMBER
21-05-0671
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 %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER, DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUI
ATTACH ACOPV OF THE DEED FOR REAL ESTATE.
NUMBER VALUE OF ASSET INTEREST (IF APPLICABLE)
1. PNC Bank checkin~ (#5004544729) $ 6,780.77 50~ $ 3,390. 3S
joint with daugh er, Julia W. Hanks,
on 5/18/05
2. M&T Bank savings (#15004211647960) 51,926.79 50% 25,963.4C
joint with daughter, Julia W. Hanks,
on 10/19/04
3. M&T Bank CD (#31003911867603) 50,772.22 50% 25,386.11
j oint with daughter, Julia W. Hanks,
on 12/28/04
4. New York Li fe Insurance Annuity - 12,008.95 100% 12,008.95
named beneficiary was the "Lopez Trust" -
funds deposited into estate account
on 3/3/06
TOTAL (Also enter on line 7, Recapitulation) $ 66,748.85
(If more space IS needed, insert additional sheets of the same size)
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REV-1511 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-05-0671
Estate of Eleanor M. Lopez
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Prepaid
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
Year(s) Commission Paid:
2. Attorney Fees 15,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _Zip
Relationship of Claimant to Decedent
4. Probate Fees 365.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. See Attached 9,988.19
TOTAL (Also enter on line 9, Recapitulation) $ 25 ,353. 19
(If more space is needed, insert additional sheets of the same size)
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SCHEDULE H
Funeral Expenses &
Administrative Costs
ESTATE OF
Eleanor M. Lopez
FILE NUMBER
21-05-0671
Item
Number Description Amount
B.7. Cumberland Law Journal (advertising) $ 75.00
8. The Sentinel- Legal (advertising) 71.69
9. Bank of America (fee for date of death balance) 20.00
10. Unishippers (DHL fee to overnight stock certificate) 13.58
11. Seligman, Friedman & Co., P.C. (Review of Trust Agr.) 300.00
12. St. Paul Surety (Southern Company lost certificate) 1,495.92
13. Computershare (Exxonmobile lost certificate) 1,470.64
14. Rent (July - November, 2005) 6,000.00
15. Rohland Funeral Home (Death Certs., Urn, etc.) 442.00
16. U-Haul (moving expense) 62.92
17. Rumberger's BP (gas for u-haul van) 16.44
18. Register of Wills (filing of Renunciation) 5.00
19. Register of Wills (filing of Inheritance Tax Return) $ 15.00
TOTAL $9,988.19
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REV.1512 EX... (1.97)
ESTATE OF
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
Estate of Eleanor M. Lopez
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
DESCRIPTION
PA Dept. of Revenue (2002 preassessJrent)
2005 PA Dept. of Revenue (tax return)
2005 US Treasury (tax return)
Srni th Radiology
Orthopedic Institute of PA
Discover Card
Quantum Imaging
Burick Azzshan Internal ~~dicine
Choi ce NUTS ing
Charles R. Inners, MD
Holy Spirit Hospital
Internists of Central PA Ltd.
PPL Electric
FILE NUMBER
21-05-0671
AMOUNT
308.00
353.00
5.52
17.45
236.38
30.00
100.00
1,098.63
78.43
912.00
328. 78
90.35
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3,481. 38
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., REV.ISIJ EX -11.91)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Estate of Eleamor M. Lopez
I
FILE NUMBER
ESTATE OF
NL\IBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (inClude outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
21-05-0671
AMOUNT OR SHARE
OF ESTATE
1. Julia W. Hanks
1885 W. Lisbum Rd.
Carlisle, PA 17013
Daughter
50%
2. G. Grier Wood
Grier Wood, Vision Center
1730 Lincoln Way East
Chambersburg, PA 17201
Son
20%
3. Caroline G. Wood
P. O. Box 747
Cobbs Creek, VA 23035
Daughter-in- Law
20%
4. Toni A. Kel1JJ1'erle
106 Ivtlddlebay Road
Brunswick, ME 04011
Stepdaughter
10%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
I I . 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.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space IS needed, Insert additional sheets of the same size)
. .
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LAST WILL AND TESTAMENT
OF
ELEANOR M. LOPEZ
CODICIL
OF ELEANOR M. LOPEZ
TRUST AGREEMENT
AND
FIRST AND SECOND AMENDMENTS TO TRUST AGREEMENT
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1E&t3t 3.ll\IiU <O WC~hllltCl1t
OF
ELEANOR M. LOPEZ
I, ELEANOR M. LOPEZ, a resident of nillsborough county,
Florida, being of sound and disposing mind and memory and desirous
of making a testamentary disposition of my worldly estate, do
hereby make, publish and declare this to be my Last will and
Testament in manner and form following:
ARTICLE I
I direct my personal Representative hereinafter named to
pay all of my funeral expenses, costs of administration, costs of
safeguarding and delivery of devises and just debts (excluding
secured debts), including expenses' incident to my last illness and
death, if any, legally imposed upon my estate or any part of it.
ARTICLE II
All the rest, residue and remainder of my estate,
including all lapsed and void gifts, I give, in trust, to the
Trustees of that certain inter vivos Trust Agreement known as The
Lopez Trust dated November 15, 1995, which gift is to be added to
~he rroperty then held in trust by the Trustee, and to be held,
managed and distributed in accordance with ::.ile '~..:;:r.'.::l 0f tbe Trust
as now existing and as from time to time hereafter amended.
If the above-described Trust shall not be in
existence at the time of my death, or if for any reason a Court of
competent jurisdiction shall declare the Trust to be ineffective
for disposition of the assets of my estate, I give the residue of
my estate to the Trustees named in the trust instrument, to be
held, managed and distributed in the manner described in the trust
instrument for the period beginning with the date of my death,
giving effect to all then existing am",' ",lite of the trust that
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shall be valid, and in any event giving effect to all terms of the
trust now in effect; and for those purposes I incorporate by
reference the trust jn~trument as it now exists into this will.
ARTICLE III
I hereby nominate and appoint my son, JAMES T. WOOD, as
Personal Representative of this, my Last will and Testament. If he
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has predeceased me or if he fails or refuses to qualify as such
Personal Representative, then I nominate and appoint my son, G.
GRIER WOOD, as Alternate Personal Representative of this, my Last
will and Testament.
I direct that none of my Personal
Representatives be required to post any bond or other security for
the faithful performance of the duties of this office.
ARTICLE IV
In order to more conveniently effectuate the disposition
of my estate as above provided, I authorize and empower my Personal
ReprE!~E!ntative to sell at public or private . sale, , partition,
Jl~~glf~~~r,~'6~oth'~~ise" dispose . of ' the .~hbi~,~~~~~i,~~%~~i my
property, real, personal and mixed, as he or she in his or her sole
discretion may deem best; and he or she shall have the power to
execute and deliver such ~eeds, mortgages, leases or other
instruments as are necessary to effectuate sale, mortgage or other
disposition and accept purchase money mortgages.
ARTICLE V
I hereby revoke all wills and testaments heretobefore by
me made at any time and all codicils thereto.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~ day of
February
, 1997.
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.. Signed, sealed, published and declared as and for her
Last Wi1.1. and Testament by ELEAHOR H. LOPEZ, the Testatrix named
herein in the presence of us, who, at her request and in her
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presence and in the presence of each other, have hereunto signed
our names as subscribing witnesses.
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Brandon. Florida
Brandon. Florida
STATE OF FLORIDA
COUNTY OF HILLS BOROUGH
We, ELEANOR M. LOPEZ, DOUGLAS W. HAMPTON and PAMELA J.
FATTORE, the Testatrix and the witnesses, respectively, whose names
are signed to the foregoing instrument, having been sworn, declared
to the undersigned officer that the Testatrix in the presence of
witnesses, signed the instrument as her Last will and that she
signed, and that each of the witnesses, in the presence of the
Testatrix and in the presence of each other, signed the will as a
Witness.
itness
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.",;""i,+;l:'y;,';,LSubscribed and sworn to before me by"ELEANOR' M."LOPEZ,
the Testatrix, w90 produced a Florida Driver's License as
identification, and by DOUGLAS W' HAMPTON, a witness, who is
personally known to me, and by PAMELA J. FATTORE, a witness, who is
personally known to me, on this 21st day of February
1997.
My commission expires:
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JOOI ~. POVI~ flortdl
Nobry Public. s:. 24. 2000
My eo,"'"' ExP, 5B6613
comm. Mo. CC
3
CODICIL
OF
ELEANOR M. LOPEZ
/
I, Eleanor M. Lopez, of Mechanicsburg, Cumberland County,
Pennsylvania, hereby declare this to be the first Codicil to my Will
dated February 21, 1997:
1. I direct the following changes be made to my last Will:
ARTICLE III reads:
I hereby nominate and appoint my son,
JAMES T. WOOD, as Personal
Representative of this, my Last Will and
T e$tament. If he has predeceased me or if
he fails or refuses to qualify as such
Personal Representative, then I nominate
~nd appoint my son, G. GRIER WOOD, as
Alternate Personal Representative of this,
my Last Will and Testament. I direct that
none of my Personal Representatives be
required to post any bond or other security
for the faithful performance of the duties of
this office.
ARTICLE III shall be altered as follows:
I hereby nominate and appoint my daughter,
JULIA K. HANKS, as Personal Representative
of this, my Last Will and Testament. If she has
predeceased me or if she fails or refuses to
qualify as such Personal Representative, then I
nominate and appoint my son, G. GRIER
WOOD, as Alternate Personal Representative
of this, my Last Will and Testament. I direct
that none of my Personal Representatives be
required to post any bond or other security for
the faithful performance of the duties of this
office.
LAW OFFICES OF
STEPHEN J. HOGG
19 s. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
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declare my Will dated February 21,1997.
IN WITNESS WHEREOF, I have hereunto set my hand
and seal to this odicil consisting of two pages this 2 day of
,2004.
~~~~
Eleanor M. Lopez
.
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LAW OFFICES OF
fEPHEN J. HOGG
9 S. HANOVER STREET
SUITE 101
CARLlSLE,PA 17013
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
. ~ _ ____ -0 .. .--. ~.. .~. .. ~.." '0'0<1118 UI lnlS and two other pages
was on the day and date hereof signed, published and declared by
Eleanor M. Lopez, to be the first Codicil to her Will in the presence
of us, who at her request, in her presence and in the presence of
each other have subscribed our names as witnesses hereto.
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ACKNOWLEDGMENT
State of Pennsylvania
ss
County of Cumberland
I, Eleanor M. Lopez, the testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the
instrument as my first Codicil to my Will; that I signed it willingly and as
my free and voluntary act for the purposes therein expressed.
Mart#v'm ~
Eleanor M. Lopez ~
....
Sworn to or affirmed aruLackn~wledg.e.,d before m by Eleanor
M. Lopez, the testatrix, this 'L day of I./.. ,
2004.
NofARIAl SEAL
STEPHEN J. HOGG, NOTARY PUBLIC
CARLISLE BORO, CUMBERLAND CO PA N
,1V COMMISS:ON EXPIRES SEPTEMBER'3. 2005 ota
~.. AFFIDAVIT
State of Pennsylvania
ss
County of Cumberland
We0~1 (A- Cl-l/S(;and f/.S6. k b, J!u,-t..; the
witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testatrix sign and execute the
instrument as her first Codicil to her Will; that the testatrix signed
willingly and executed it as her free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and
sight of the testatrix signed the Codicil as a witness; and that to the
best of our knowledge the testatrix was at that time 18 or more years of
age, of sound mind nd under no constraint or undue influence.
7 <f:~ J<~e~
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Sworn to or
this 2-- day of
subscribed;? before me by witnesses,
'/. ,2004.
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013'
NOTARIAL SEAl
STEPHEr~ J. HOGG, NOTARY PUBLIC
CARLISLE BORO CUMBERLA
MY COMMISSION EXPIRES SEPTE~B~~':':005
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TRUST AGREEMENT
THIS AGREEMENT is executed in duplicate this 15th day
of
November
, 1995, by and between HERMAN R. LOPEZ and
ELEANOR, M. LOPEZ, his wife, residents of Hillsborough County,
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Florida, hereinafter called the "Grantors, and the said HERMAN R.
LOPEZ and ELEANOR M. LOPEZ, hereinafter called the "Trustees". See
paragraph SEVENTH for succession of Trustee provisions. The term
"Trustee" shall refer to any Co-Trustees named herein and to all
:-
successor Trustees, both collectively and singly.
WITNESSETH:
TH :,_T th~ GraEtc:!:s, for Zt~:d in consideration of the
covenants herein contained, and for Ten Dollars ($10.00) and other
good and valuable considerations, hereby transfer, assign and
deliver to the Trustee(s) all assets shown on the Schedule "An
annexed hereto and made a part hereof, receipt of which is in trust
hereby acknowledged by the said Trustee(s), to be held and
administered, together with all other property that may from time
to time be added to this Trust, IN TRUST, for the uses and purposes
set forth and upon the following conditions:
FIRST. Trust Identification: The Trust created by this
instrument shall be known for all purposes as "The Lopez Trust".
SECOND. Grantors' Life Interest: The Trustee shall pay
the net income of the Trust Fund to or for the benefit of the
Grantors, or the survivor of them, in monthly or other convenient
installments for so long as the Grantors, or the survivor of them,
shall live.
In addition thereto, the Trustee may make payments
from the principal of the Trust Fund to or for the benefit of the
Grantors, or the survivor of them, in such sums and at such times
as the Grantors jointly; if both are living, or the survivor of
them, may request from time to time in writing. In the event the
Grantors, or the survivor of them, should be unable in the sole
opinion of the Trustee (which term includes any Successor Trustees)
to make such request in writing, then the Trustee may pay such
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amounts as the Trustee, in the Trustee's sole judgment and
discretion, shall deem proper to care for, maintain and support the
Grantors, or the survivor of them.
THIRD. Distribution of Trust Estate: Upon the death of
the survivor of the Grantors, the remaining balance of the Trust
e:e~~€)' including any accumulated and undistributed net income,
shall be distributed in equal shares to G. GRIER WOOD, JULIA K.
HANKS, JAMES T. WOOD and TONI A. KEMMERLE free of trust. Upon the
proper showing that the Trustee has thus distributed the entire
principal and accumulated income, this Trust shall terminate, and
the Trustee shall be forever discharged.
FOURTH.
Death of a Ben..ficiarv Before Division or
Distribution:
If a beneficiary identified in paragraph THIRD
predeceases the survivor of the Grantors, or upon the death of such
beneficiary before division into shares, or after division into
shares but before complete distribution of his or her share
pursuant to paragraph THIRD, the undistributed balance of such
beneficiarY's share shall be distributed, subject to the
limitations of para9raph FIFTH, to the deceased beneficiary's then
living issue.
If the deceased beneficiary shall leave no then
living lineal descendants, atl or the remaining portion of his or
her share shall be disti"ibuted' in equal shares to his or her
surviving siblings. If any portion of such share, however, would
otherwise be distributed to a person for whose benefit a share is
then being administered under this trust, that part shall instead
be added to that share and shall be administered and distributed as
provided in this trust agreement.
FIFTH. Distribution Deferred to AQe Twentv-One: In the
event that any of the beneficiaries under this Trust shall not yet
have attained the age of 21 years when he or she becomes entitled
to distribution of his or her share, then the Trustee shall retain
such share for and distribute it to the beneficiary when the
beneficiary has attained the age of 21 years. Provided, however
that the Trustee, in the Trustee's sole judgment and discretion,
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may make distributions from such interest so withheld for a
beneficiary to provide such beneficiary with proper support,
maintenance, care and education, through college, if the Trustee
deems such appropriate.
SIXTH.
Non-Transferabilitv of Interest (Spendthrift
Clause) :
No disposition, charge or encumbrance of either the
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income or principal of the Trust or any part thereof by any
beneficiary hereunder, by way of anticipation, shall be of any
validity or legal effect or be in anywise regarded by the Trustee,
and no such income or principal, or any part thereof, shall in
anywise be liable to any claims of any creditor of any such
beneficiary.
SEVENTH. Succession of Trustee:
A. Upon the death, resignation or incapacity of both of
the original Trustees, then the First Successor Trustee shall be
TONI A. KEMMERLE.
Thereafter, upon the death, resignation or
incapacity of the First Successor Trustee, then the Second
Successor Trustee shall be JAMES T. WOOD.
All Successor Trustees
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shall be vested with the powers hereinafter enumerated. Title to
trust assets shall be vested in Successor Trustees upon their
assumption of the capacity of. active Trustee, and no further act is
required therefor.
B. In establishing the inability of a Trustee to act or
to continue to act hereunder, the statement of two licensed Doctors
of Medicine shall be sufficient to establish such incapacity, and
third parties are protected in relying upon such statements without
any further act or notice. No further act on the part of any party
or any Court shall be necessary to vest in a Successor Trustee the
fiduciary powers and duties in the supervision and management of
the Trust estate.
EIGHTH. Discretion to Terminate Trusts: In the interest
of efficiency, there is vested in the Trustee(s) the discretion and
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authority to terminate the Trust or Trust share or parts if the
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particular Trust Fund does not have a value of $25,000.00 or more,
is
or the value
diminished after the creation of the particular
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indefinite, then in equal shares.
Fund to that
amount.
Thus,
termination and distributions are
authorized under such conditions and distribution shall be made to
;\~~~1~~*~on'or persons then entitled to receive or have the benefit
of ~he income from the particular Trust entity in the proportions
in
which they are entitled thereto,
or if their interests are
NINTH.
Trust Powers:
The Trustee (s ) shall have the
following powers:
A.
Power to Act Alone:
Either of the Grantors, as
Trustee, shall have the pow~r to act alone in exercising the powers
conferred by this Trust Agreement and by applicable provisions of
Florida law without the joinder of his or her Co-Trustee.
B. Trustee's Power to Deleqate Authoritv: To delegate
Cl_t!t~e_r pe~sons to act for and on behalf of the. Trust without
',,,,~~~-t;~d~?f fiduciary capacity, including the right to authorize
non-fiduciaries to, sign checks, to deposit cash in checking or
savings accounts and to withdraw from the same without indication
of fiduciary capacity, and otper ministerial duties as the Trustee
shall, in the Trustee's so~e discretion, determine, all in the name
of the Trust.
C. Sale, Lease. Encumber. etc.: To sell at public or
private sale, transfer, exchange, encumber or lease any property,
real or personal, at any time constituting a portion of the Trust
Fund, upon such terms and conditions as the Trustee(s) shall deem
wise;
D. Investments: To invest and reinvest the Trust Fund
or any part thereof in any property, real or personal, including
common and preferred stocks, investments trusts and mutual funds
andJother securities as the Trustee(s) shall deem wise; further the
Trustee(s) is empowered to act as broker in transactions to which
the Trust is a party;
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PrBiiea: In respect to any securities, to vote upon
at any meeting and to grant proxies,
or otherwise, to vote at any such meeting;
Unproductive Assets: To retain, invest or reinvest
~~c. ~he:~rl1st~Und ..in unproductive property, real or
, .' ,,' hoJ~ri~ dufy to change the form of investment or
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apportIon'the proceeds of any sale between tenant and remainderman;
G. Distribution in Kind: 'The Trustee(s) shall have full
power to make distributions, in kind, i.e., either in the form of
Trust assets, cash or a combination of both;
H. Determination of What is Income and Principal: To
determine what is "principal" and what is "income" hereunder, in
the Trustee's discretion, without regard to any statute or rule of
law, provided standard acceptable accounting principles are
followed.
The Trustee (s) shall not be bound by the following
Sections of the Florida Statutes,
1. Section 738.07, Florida Statutes,
bond premium and discount;
2. Section 738.12, Florida Statutes, concerning
underprod~ctive property;
3. Sectio~738.lj, Florida Statutes, concerning
allocation of receipts and disbursements
between in?ome and principal.
I. Method of Holdinq Tftle: To hold bonds, shares or
other'securlties in bearer form, or in the name of the Trustee or
i:ith;;:;:'frforillnee without indication of any fiduci;{q: capacity,
deposit cash" in a. 'checking or savings account, ina bank or savings
arid'lc!ian association, and withdraw from the same without indication
of fiduciary capacity;
J. Withdrawal Pavments: .. To enter into any fixed or
leveF'paYlllent withdrawal plan with any'lIIutuaIrfiiHa (s) "a.ti.th6f.izing
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,t:o'!the', "G'tant6rs," or:', allY 'otherlJb~j)efibi~'t'1i;riEm'ii~r6f' a
'~~lAth{Y' iriDount ' or"uaunts' payKil;;tcf?dJiff~~S#~di~~dS,
.~,-.4' . ::."'. _>' .-",. ,-.l",v.,_ i~nrt~~.i:~^~-':'~:~'~2~~:
ns d~sfribut~ons, and to the extent riecessary,rrom the
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proceedB of liquidation of BhareB of Buch mutual fundB(B), and to
depoBit BhareB of such mutual fund(s) with a custodian or other
agent purBuant to any such authorization;
K. Power to Operate Goinq BusineBs Concern: In addition
and a supplementary to all other powers and discretions granted to
orveBted in the TruBtee by law or by this instrument, the Trustee
shall have the power to hold, retain and continue to operate,
solely at the risk of the trust estate, any business enterprise
that may be transferred into trust hereunder, whether organized as
a sole proprietorship, partnership, or corporation, to do and
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perform all acts which the Trustee in the Trustee's sole and
absolute diBcretion deems necessary or advisable in the operation
of such business; and to dissolve, liquiJate, or sell such business
at such time and upon such terms as the Trustee in the Trustee's
sole and abBolute discretion deems in the best intereBt of the
trust estate.
L. General provisions: To exercise any and all powers
and discretions given to a Trustee from time to time under the
provisions of Sectio~ 737.402 and the other laws of the state of
Florida not inconsistent with the provisions hereof,
TENTH.
Duties of Trustees: The Trustee(s) shall have
the duty to file any requir,ed income tax, intangible tax or other
tax returns for the Trust and to see that any taxes due are paid
thereon. The Trustee (s) shall have the duty to maintain records of
receipts and disbursements of the Trust, and the Trustee(s) shall
also have the duty to account for all Trust proceeds of any type.
ELEVENTH. Exoneration from Dutv to Audit: Any SucceBsor
Trustee shall not be required or compelled or be under any duty to
examine, verify or audit books, records or accounts of any
preceding Trustee(s) and shall not be responsible for any acts or
omissions of the resigning or any other Trustee(s) hereunder.
TWELFTH. TruBtee' B Resiqnation: Each Trustee hereunder
(whether originally designated herein or appointed as a successor)
shall have the right to resign at any time by giving sixty (60)
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any distributions hereunder.
Thereafter, such beneficiary or
beneficiaries shall have the d,ght within such sixty (60) day
period to appoint a Successor Trustee, if no Successor Trustee be
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d'esf"griated: herein, and shall notify 'the resigning Trustee of' such
appctintment.
In the event the said beneficiary or beneficiaries
shall fail to designate a Successor 'l'rustee within the time
specified, the then acting Trustee may apply to a court of
competent jurisdiction for leave 1.0 resign, for the appointment of
a successor and the judicial sottlmnent e,f such Trustee's accounts.
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THIRTEENTH. Rule Aqainst Perp13tuities: Anything in this
Trust Agreement to the contrary notwlth:3tanding, no Trust created
hereunder shall defer the vesting of any interest beyond 21 years
after the death of the last t.O die of the beneficiaries who were
living at the time of the date of this Trust Agreement, and upon
the expiration of such period all Trusts shall in any'event;vest,
\:f:';'~~'~~~:!~!~ssetsthereof~ shall: ~ be i diS~ri~U,~~~~~~!ili ose
beneficiaries (and in the same proportions) as are then receiving
the income therefrom.
FOURTEENTH.
Additional Fiduciary Powers Concerninq
Taxes:
The fiduciary, o~ fiduciaries, shall have the following
additional powers:
A. To satisfy any charitable pledge, devise or any other
similar obligation with cash or low cost basis assets in kind as
the fiduciary in the discretion of the fiduciary shall select.
B';' To make any distribution or division required under
this' instrument (including the satisfaction of any pecuniary
devise) in cash or in other property, H,al or personal, or
undivided interests therein, or [Jartly in cash and partly in such
other property, and pro rata or othexwise as to any particular
asset', and to do so without regard to the income tax basis of
specific property allocated to any beneficiary (including any
Trust) .
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To
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arrangements'
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determines to be in the best interest of the Estate of Trust with
respect to extensions of time for the payment of the federal estate
tax liability.
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reasonable'compensation and reimbursement of expenses according to
the standard schedule of compensation in existence at the time such
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services are rendered.
Such compensation and reimbursement of
expenses may be charged to principal or to income or partly to
each, in the discretion of the Trustee(s).
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SIXTEENTH.
Pavrnent of Taxes and Expenses:
The
Trustee (s) may pay upon the decease of the Grantors, or the
survivor of them, any and all taxes which may then be due and owing
in connection with the decedent's estate and/or which may be
i subsequently levied, whether inheritance taxes or otherwise, and no
~ j part of the tax shall be apportioned or prorated to heirs, legatees
IlL - ,;s~~&m'~l!l'l'<'" o:albeneticiaries. _, The, Trustee tin., the.. Trustee~s' sole discretion t'
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',: may pay estate ta"es, inheritance taxes and other death taxes due
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because of the death of the Grantors, of the survivor of them, if
not otherwise paid, such .to include taxes attributable to the
subject Trust assets. .~ The Trustee also is authorized to pay
expenses or claims against the Grantors, or the survivor of them,
whether occurring before or after the death of the Grantors, or the
survivor of them. Non-profit organizations shall participate in
the payment of succession and death taxes.
SEVENTEENTH. Terms: Whenever convenient or desirable,
the term "Trustee", as used in this Agreement, shall include any
substitute, successor and additional Trustee or Trustees, and in
the plural. The term "beneficiary" shall include every individual
and entity, named or unnamed, entitled to share under this
Agreement, as herein provided.
The terms "child", "children",
"issue" or "descendants" shall include the Grantors' lawful
children, or the issue of said children, unless otherwise provided
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Against Perpetuities, as hereinbefore provided. Unless the context
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herein;' but any share which any such after-born children shall be
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entitled to shall vest no later than the time permitted by the Rule
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required otherwise, masculine personal pronouns include the
feminine
singular
and
the
and plural may be
construed
..in€E"l':~n~ngeablY .
EIGHTEENTH. Certification of Trust: Anyone dealing with
any of the Trustees or any part of the trust property may rely upon
the written representation signed by any Trustee or by either of
the Grantors pertaining to the existence of the trust, the status
or amendment thereof, or the appointment, removal, resignation,
disqualification or death of any Trustee, the names and identities
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of the TrusteeD and thei;;: "ignaturec, the certificate of the Trust
Agreement or of any action taken by any Trustee, or any other
matter relating to the administration of the Trust.
NINETEENTH.
Amendment and Revocation:
This Trust
Agreement is subject to amendment, modification and/or revocation
;i'!;;~,.~;: ;~,~!~;;~~~o:r:~~, if g<~!-h.:L a~e.~.living~,'<;)7:"s~~~~?:,
writing from time ~o time.
TWENTIETH. Acceptance bv Trustees: The Trustees hereby
accept the trust herein created.
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IN WITNESS WHER~OF, th~ Grantors have hereunto set their
hands and seals, and the Trustees have hereunto set their hands and
seals the day and year {irst aforesaid.
OR M. LOP Z, an
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;f~d4MV ~ _____
ELEANOR M. LOPEZ, ru ee
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Ij.!";~;Il~~r~_I..TrmnnrTmll'~r.:
We, the undersigned, hereby certify that HERMAN R. LOPEZ
and ELEANOR }!. LOPEZ, his wife, as Grantors, signed and sealed the
above instrument in our presence, and we, in their presence, at
their request and in the presence of each other, have hereunto set
our hands as attesting witnesses thereto at Brandon, Florida, on
~~~: '99'~randon. Florid,
~ ___________ of Brandon, Florida
STATE OF FLORIDA
COUNTY OF HILLS BOROUGH
;~
The foregoing instrument was acknowledged before me by
HERMAN R. LOPEZ and ELEANOR M. LOPEZ, his wife, as Grantors, who
produced Florida Driver's Licenses as identification, and by
DOUGLAS W. HAMPTON, a witness, who is personally known to me, and
by ROBIN M. CUSHEN, a witness, who is personally known to me,
15th day of November , 1995.
(
My commission expires:
Commission #
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Notary Public, State cf Florid!
JODI A. POWELL
My Comm. Exp, Oct. 24, 1995
Comm. No. CC 224637
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SCHEDULE "A"
TRUST AGREEMENT
OF
HERMAN R. LOPEZ and ELEANOR M. LOPEZ
Dated
November 15 , 1995
Cash
$10.00
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FIRST AMENDMENT TO TRUST AGREEMENT
THIS FIRST AMENDMENT TO TRUST AGREEMENT is made and entered
into this
21st
, 1997, by and between
February
day of
ELEANOR M. LOPEZ, hereinafter called the "Grantor", and ELEANOR M.
LOPEZ, hereinafter called the "Trustee".
On November 15, 1995, HERMAN R. LOPEZ and ELEANOR M. LOPEZ, as
Grantors, and the said HERMAN R. LOPEZ and ELEANOR M. LOPEZ, as
Trustees, entered into a Trust Agreement in which the Grantors
reserved the right to alter, amend, modify or revoke the trust
created thereby, at any time and from time to time.
The Grantor, HERMAN R. LOPEZ, is now deceased, and the
surviving Grantor, ELEANOR M. LOPEZ, now desires to amend the Trust
Agreement in certain particulars:
NOW, THEREFORE, the parties hereby agree that the Trust
Agreement entered into on November 15, 1995, is hereby amended in
the following particulars:
FIRST: Paraqraph SEVENTH. Succession of Trustee:, is hereby
deleted in its entirety, and the following paragraph SEVENTH is
hereby substituted and shall become the new paragraph SEVENTH of
the Trust Agreement:
"SEVENTH: Succession of Trustee:
A. Upon the death, resignation or incapacity of both of
the original Trustees, .then the First Successor Trustee shall be
JAMES T. WOOD. Thereafter, upon the death, resignation or
incapacity of the First Successor Trustee, then the Second
Successor Trustee shall be G. GRIER WOOD. All Successor Trustees
shall be vested with the powers hereinafter enumerated. Title to
trust assets shall be vested in Successor Trustees upon their
assumption of the capacity of active Trustee, and no further act is
required therefor.
B. In establishing the inability of a Trustee to act or
to continue to act hereunder, the statement of two licensed Doctors
of Medicine shall be sufficient to establish such incapacity, and
third parties are protected in relying upon such statements without
any further act or notice. No further act on the part of any party
or any Court shall be necessary to vest in a Successor Trustee the
fiduciary powers and duties in the supervision and management of
the Trust estate."
SECOND: Except as amended herein, the Trust Agreement made on
November 15, 1995 remain in full force and effect and is hereby
ratified and confirmed.
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THIRD:
The Trustee hereby accepts this First Amendment to
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Trust Agreement dated November 15, 1995.
IN WITNESS WHEREOF, the Grantor has hereunto set her hand and
seal, and the Trustee has affixed her hand and seal the day and
year first aforesaid.
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ELEANOR M. LOPE, ntor
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ELEANOR M. LOPEZ, Trus ee
We, the undersigned, hereby certify that ELEANOR M. LOPEZ, as
Grantor, signed and sealed the above instrument in our presence,
and we, in her presence, at her request and in the presence of each
other, have hereunto set our hands as attesting witnesses thereto
on this 21st day of February 1997.
of
Brandon. Florida
of Brandon. Florida
STATE OF FLORIDA
COUNTY OF HILLSBOROUGH
The foregoing instrumen was acknowled ed before me by ELEANOR
M. LOPEZ, who produced Q~ 't)r~ Ie.. '€.r\~
identification, this ~ day of
My commission expires:
JODI A, POWEll
Notary Public. Slate 01 Fi('pr';>
My Comm. Exp. Oct. 24 2!.iUC'
Comm. No. CC 58LG 13
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LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
SECOND AMENDMENT TO TRUST AGREEMENT
THIS SECOND AMENDMENT TO TRUST AGREEMENT is
made and entered into this 2 day of De,( ~~
2004 by and between Eleanor M. Lopez, hereinafter called the
"Grantor", and Eleanor M. Lopez, hereinafter called the "Trustee",
hereby revoking all prior amendments to trust agreement.
On November 15, 1995, Herman R. Lopez and Eleanor M.
Lopez, as Grantors, and the said Herman R. Lopez and Eleanor M.
Lopez, as J"rustees, entered into a Trust Agreement in which the
Grantors reserved the right to alter, amend, modify or revoke the trust
created thereby, at any.time and from time to time.
The Grant'or, Herman R. Lopez, is now deceased, and the
surviving Grantor, Eleanor M. Lopez, now desires to amend the Trust
Agreement in certain particulars:
Now, therefore, the parties hereby agree that the Trust
Agreement entered into on November 15, 1995, is hereby amended in
the following particulars:
FIRST:
Paraqraph THIRD. Distribution of Trust Estate: is hereby deleted
in its entirety, and the following paragraph THIRD is hereby substituted
and shall become the new paragraph THIRD of the Trust Agreement:
"THIRD: Distribution of Trust Estate":
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LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 10 I
CARLISLE, PA 17013
. ~
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Upon the death of the survivor of the Grantors, the remaining
balance of the Trust estate, including any accumulated and
undistributed net income, shall be distributed as follows: 50% to Julia
K. Hanks, 20% to G. Grier Wood, 20% to Caroline G. Wood and 10%
to Toni A. Kemmerle free of trust. Upon the proper showing that the
Trustee has thus distributed the entire principal and accumulated
income, this Trust shall terminate, and the Trustee shall be forever
discharged.
SECOND:
Paraqraph SEVENTH. Succession of Trustee: is hereby deleted in
its entirety, and the following paragraph SEVENTH is hereby
substituted and shall become the new paragraph SEVENTH of the
'<, -
Trust Agreement:
"SEVENTH: Succession of Trustees:
A. Upon the death, resignation or incapacity of both of the
original Trustees, then the First Successor Trustee shall be
Julia K. Hanks. Thereafter,' upon the death, resignation or
incapacity of the First Successor Trustee, then the Second
Successor Trustee sh,all be G. Grier Wood. All Successor
Trustees shall be vested with the powers hereinafter
enumerated. Title to trust assets shall be vested in
Successor Trustees upon their assumption of the capacity of
active Trustee, and no further act is required therefore.
",._""""'''''''''''""~'>'''-",, ." "":joe'
LAW OFFICES OF
STEPHEN J. 1I0GG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
~
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B. In establishing the inability of a Trustee to act or to continue
to act ~ereunder, the statement of two licensed Doctors of
Medicine shall be sufficient to establish such incapacity, and
third parties are protected in relying upon such statements
without any further act or notice. No further act on the part
of any party or any Court shall be necessary to vest in a
Successor Trustee the fiduciary powers and duties in the
supervision and management of the Trust estate."
THIRD: Except as amended herein, the Trust Agreement made on
Novemberl>15, 1995 remain in full force and effect and is hereby ratified
and confirmed.
.
FOURTH: The Tru?tee hereoy accepts this Second Amendment to
"
Trust Agreement dated November 15, 1995.
IN WITNESS WHEREOF, the Grantor has hereunto set her
hand and seal, and the Trustee has affixed her hand and seal the day
and year first aforesaid.
MaM/v':h ~~
Eleanor M. Lopez, ran or
~dn~1/ ~ ~
Eleanor M. Lopez, Trust
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LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE JOI
CARLISLE, PA 17013
The preceding instrument consisting of this and three other
pages was on the day and date hereof signed, published and declared
by Eleanor M. Lopez, as her Second Amendment to Trust Agreement
in the presence of us, who at her request, in her presence and in the
presence of each other have subscribed our names as witnesses
hereto.
~~K'.~~
Witness \
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LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
~
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ACKNOWLEDGMENT
State of Pennsylvania
ss
County of Cumberland
I, Eleanor M. Lopez, the Grantor and Trustee, whose name is
signed to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Second Amendment to Trust
Agreement; that I signed it willingly and as my free and voluntary act
for the purposes therein expressed.
-c} ~ ~
,J-fld4~ 4'2 <r~
Eleanor M. Lopez / / --..
Sworn to or affirmed and acknowledged be/we me by J;}eanor
M. Lopez, the Grantor, Trustee, this 2--dayof f)~~ ,
2004. . ~
NOTARIAl SEAl /t"?~ .
STEPHEN J. HOGG, NOTARY PUBLIC
CARLISlE: BORO, CUMBERLAND CO., PA NotarVPublic/ Atto[ e
MY COMMISSION eXPIRES SEPTEMBER 3, 2005
....-
',<, "AFFIDAVIT
State of Pennsylvania
ss
County of Cumberland
We'~I.C4 G, ,<:;,r: and ~s.Q /('. ~ }It- ,the
witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw the Grantor, Trustee sign and execute
the instrument as her Second Amendment to Trust Agreement; that the
Grantor, Trustee signed willingly and executed it as her free and
voluntary act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the Grantor, Trustee signed the
Second Amendment to Trust Agreement as a witness; and that to the
best of our knowledge the Grantor, Trustee was at that time 18 or more
years of age, of sou d mind and un jeT no constraint or undue
Jnflu ce." / -----. !/ . y
./ A '-
this
cribed tO~fore me by witnesses,
,2004.
/[W~
Ndlary Public/Att
NOTARIAL SEAL
STEPHEN J. HOGG, NOTARY PUBLIC
CARLISLE BORO, CUMBERLAND CO PA
MY COMMISSION EXPIRES SEPTEMBER'3, 2005
REVOCA rlON
I, Eleanor M. Lopez, of Mechanicsburg, Pennsylvania, hereby
revoke my Declaration dated November 15, 1995.
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Eleanor M. Lopez
~~
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LAW OFFICES OF
STEPHEN J. HOGG
19 S, HANOVER STREET
SUrTE 101
CARLISLE, PA 17013
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ATTACHMENT FOR
SCHEDULE B
BONDS
" Savings Bond Calculator
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07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
Resu Its
...__~.~',....c.___
# Bonds
3
Total Price
$550.00
Total Interest
$660.44
/ Total Value--'".
$1,210.44
.. ""--..rnt;~est
Value Rate
YTD Inl
$23:
Serial Number
Issue Date Series
Denom
Issue
Price Interest
C604864898EE 05/1991
D49450545EE 05/1991
D49450540EE 05/1991
EE
EE
EE
$100 $50.00
500 250.00
500 250.00
$60.04 $110.04
300.20 550.20
300.20 550.20
4.00%
4.00%
4.00%
Next Final
Accrual Maturit~
11/2005 OS/2021
11/2005 OS/2021
11/2005 OS/2021
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CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
Results
# Bonds Total Price Total Interest Total Value YTD In!
3 $800.00 $960.64 $1,760.64 $55:
Issue Interest Next Final
Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturit)
C604864897EE 06/1991 EE $100 $50.00 $60.04 $110.04 4.00% 12/2005 06/202]
D49450543EE 06/1991 EE 500 250.00 300.20 550.20 4.00% 1212005 06/202]
M68742003EE 07/1991 EE 1,000 500.00 600.40 1,100.40 4.00% 0112006 07/202]
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07/2005
[U@date,;J
CALCU
Savinc:
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 500
Results
# Bonds
3
Total Price
$400.00
Total Interest
$480.32
Total Value
$880.32
YTDIDI
$34.:
Serial Number
Issue Interest
Issue Date Series Denom Price Interest Value Rate
07/1991 EE $500 $250.00 $300.20 $550.20 4.00%
07/1991 EE 200 100.00 120.08 220.08 4.00%
07/1991 EE 100 50.00 60.04 11 0.04 4.00%
Next Final
Accrual Maturit~
01/2006 07/202J
01/2006 07/202]
01/2006 07/202 J
D49450541EE
R142280053EE
C604864906EE
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Value As Of
Page 1 of 1
Savinc:
07/2005
CALCU
Bond Info
Series
Serial Number
Denomination
EE Bonds
$500
Results
# Bonds
3
Total Price
$350.00
Total Interest
$407.32
Total Value
$757.32
Serial Number
Issue Interest
Issue Date Series Denom Price Interest Value Rate
08/1991 EE $500 $250.00 $289.40 $539.40 4.00%
08/1991 EE 100 50.00 57.88 107.88 4.00%
07/1991 EE 100 50.00 60.04 110.04 4.00%
D49450542EE
C60486490 1 EE
C604864908EE
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Issue Date
YTD In!
$17.1
Next Final
Accrual Maturit~
0812005 08/202]
0812005 08/202]
01/2006 071202]
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Value As Of
07/2005
CALCU
Savin.::
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
100
Results
# Bonds
3
Total Price
$350.00
Total Interest
$405.16
Total Value
$755.16
YTD In!
$14.1
Issue Interest
Serial Number Issue Date Series Denoro Price Interest Value Rate
C604864896EE 09/1991 EE $100 $50.00 $57.88 $107.88 4.00%
D49450544EE 09/1991 EE 500 250.00 289.40 539.40 4.00%
C604864902EE 10/1991 EE 100 50.00 57.88 107.88 4.00%
Next Final
Accrual Maturit)
09/2005 09/2021
09/2005 09/2021
10/2005 10/2021
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P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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07/2005
C.ALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$200
Resu Its
# Bonds
3
Total Price
$850.00
Total Interest
$983.96
Total Value
$1,833.96
YTD Inl
$36.1
Serial Number
Issue Interest
Issue Date Series Denom Price Interest Value Rate
11/1991 EE $200 $100.00 $115.76 $215.76 4.00%
11/1991 EE 1,000 500.00 578.80 1,078.80 4.00%
10/1991 EE 500 250.00 289.40 539.40 4.00%
Next Final
Accrual Maturit~
11/2005 11/2021
11/2005 11/202]
10/2005 10/2021
R142280065EE
M68742020EE
D49450538EE
Lelend
Note Description
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P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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[J!p;d2l"iel
CALCU
Savinc
Value As. Of
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 1,000
Resu Its
# Bonds
3
Total Price
$1,500.00
Total Interest
$1,736.40
Total Value
$3,236.40
YTDIDI
$84.'
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
M68742002EE 12/1991 EE $1,000 $500.00 $578.80 $1,078.80 4.00%
M68742019EE 12/1991 EE 1,000 500.00 578.80 1,078.80 4.00%
M68742018EE 01/1992 EE 1,000 500.00 578.80 1,078.80 4.00%
Next Final
Accrual Maturit:
12/2005 12/202:
12/2005 12/202:
01/2006 01/202:
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Note Description
NT Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 5,000
Resu Its
# Bonds
3
Total Price
$2,650.00
Total Interest
$3,067.64
Total Value
$5,717.64
YTD In!
$222.
Issue Issue Interest
Serial Number Date Series Denom Price Interest Value Rate
V5227951EE 0111992 EE $5,000 $2,500.00 $2,894.00 $5,394.00 4.00%
C604864907EE 0111992 EE 100 50.00 57.88 107.88 4.00%
R142280081EE 0111992 EE 200 100.00 115.76 215.76 4.00%
Next Final
Accrual Maturit:
0112006 011202:
0112006 01/202:
0112006 011202:
Leland
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P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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Value As Of
07/2005
CALCU
Savinc:
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 200
Resu Its
# Bonds
3
Total Price
$300.00
Total Interest
$334.56
Total Value
$634.56
YTD In!
$12.'
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
R142280070EE 02/1992 EE $200 $100.00 $111.52 $211.52 4.00%
R142280082EE 02/1992 EE 200 100.00 111.52 211.52 4.00%
R142280083EE 02/1992 EE 200 100.00 111.52 211.52 4.00%
Next Final
Accrual Maturit~
08/2005 02/202:
08/2005 02/202:
08/2005 02/202:
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P5 Includes 3-month interest penalty
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07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$100
Res" Its
# Bonds
3
Total Price
$200.00
Total Interest
$223.04
Total Value
$423.04
YTD In!
$8.3
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
C604864904EE 03/1992 EE $100 $50.00 $55.76 $105.76 4.00%
C604864905EE 03/1992 EE 100 50.00 55.76 105.76 4.00%
R142280085EE 03/1992 EE 200 100.00 111.52 211.52 4.00%
Next Final
Accrual Maturit)
09/2005 03/202:
09/2005 03/202:
09/2005 03/202:
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Value As Of
07/2005
[~i~J
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 200
Resu Its
# Bonds
3
Total Price
$300.00
Total Interest
$334.56
Total Value
$634.56
YTD Inl
$12.'
Serial Number
Issue Interest
Issue Date Series Denom Price Interest Value Rate
04/1992 EE $200 $100.00 $111.52 $211.52 4.00%
04/1992 EE 200 100.00 111.52 211.52 4.00%
03/1992 EE 200 100.00 111.52 211.52 4.00%
Next Final
Accrual Maturit~
1012005 04/202:
10/2005 04/202:
09/2005 03/202:
R142280057EE
R142280067EE
R142280086EE
Letend
Note Description
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P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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Value As Of
07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
200
Results
# Bonds
3
Total Price
$300.00
Total Interest
$334.56
Total Value
$634.56
YTDlw
$12.'
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
R142280060EE 04/1992 EE $200 $100.00 $111.52 $211.52 4.00%
R142280055EE 05/1992 EE 200 100.00 111.52 211.52 4.00%
R142280056EE 05/1992 EE 200 100.00 111.52 211.52 4.00%
Next Final
Accrual Maturit~
1012005 04/202:
11/2005 OS/202:
11/2005 OS/202:
Lelend
Note Description
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P5 Includes 3-month interest penalty
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07/2005
CALCUJ
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$100
Resu Its
# Bonds
3
Total Price
$650.00
Total Interest
$724.88
Total Value
$1,374.88
YTD In!
$27.1
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
C604864895EE 06/1992 EE $100 $50.00 $55.76 $105.76 4.00%
R142280058EE 05/1992 EE 200 100.00 111.52 211.52 4.00%
M68742016EE 06/1992 EE 1,000 500.00 557.60 1,057.60 4.00%
Next Final
Accrual Maturit)
1212005 06/202:
11/2005 051202:
12/2005 06/202:
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[~~9idaie]
CALCU
Savinc
Value As Of
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$100
Results
# Bonds
3
Total Price
$400.00
Total Interest
$446.08
Total Value
$846.08
YTD In!
$16..
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
C604864900EE 06/1992 EE $100 $50.00 $55.76 $105.76 4.00%
D49450551EE 06/1992 EE 500 250.00 278.80 528.80 4.00%
R142280061EE 06/1992 EE 200 100.00 111.52 211.52 4.00%
Next Final
Accrual Maturit)
12/2005 06/202L
12/2005 06/202L
12/2005 06/202L
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P5 Includes 3-month interest penalty
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Page 1 of 1
07/2005
CALCU
Savinc
Value As Of
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
500
Resu Its
# Bonds
3
Total Price
$450,00
Total Interest
$497.68
Total Value
$947.68
YTD In!
$3V
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
D49450550EE 07/1992 EE $500 $250.00 $278.80 $528.80 4.00%
F142280059EE 07/1992 EE 200 100.00 111.52 211.52 4.00%
R142280054EE 08/1992 EE 200 100.00 107.36 207.36 4.00%
Next Final
Accrual Maturit~
01/2006 07/202:
01/2006 07/202:
0812005 08/202:
le(end
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07/2005
CALCU
Savinc
Value As Of
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
Results
# Bonds Total Price Total Interest Total Value YTD In!
3 $450.00 $483.12 $933.12 $18.:
Issue Interest Next Final
Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturit~
R142280069EE 08/1992 EE $200 $100.00 $107.36 $207.36 4.00% 08/2005 08/202:
R142280068EE 08/1992 EE 200 100.00 107.36 207.36 4.00% 08/2005 08/202:
D49450549EE 09/1992 EE 500 250.00 268.40 518.40 4.00% 0912005 09/202:
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Value As Of
07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 1,000
Results
# Bonds Total Price Total Interest Total Value YTD In!
3 $650.00 $697.84 $1,347.84 $26.~
Issue Issue Interest Next Final
Serial Number Date Series Denom Price Interest Value Rate Accrual Maturit:
M68742017EE 09/1992 EE $1,000 $500.00 $536.80 $1,036.80 4.00% 09/2005 09/202:
C604864893EE 09/1992 EE 100 50.00 53.68 103.68 4.00% 09/2005 09/202:
R142280087EE 09/1992 EE 200 100.00 107.36 207.36 4.00% 09/2005 09/202:
Le(end
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P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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Page 1 of 1
Value As Of
07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$200
Resu Its
# Bonds Total Price Total Interest Total Value YTD In1
3 $400.00 $429.44 $829.44 $16.:
Issue Interest Next Final
Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturit~
R142280084EE 10/1992 EE $200 $100.00 $107.36 $207.36 4.00% 10/2005 10/202:
C604864903EE 10/1992 EE 100 50.00 53.68 103.68 4.00% 10/2005 101202:
D49450548EE 10/1992 EE 500 250.00 268.40 518.40 4.00% 1012005 10/202:
Le(end
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Page 1 of 1
07/2005
CALCU
Savinc
Value As Of
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 1,000
Resu Its
# Bonds Total Price Total Interest Total Value YTD In!
3 $700.00 $751.52 $1,451.52 $28.~
Issue Issue Interest Next Final
Serial Number Date Series Denom Price Interest Value Rate Accrual Maturit:
M68742004EE 12/1992 EE $1,000 $500.00 $536.80 $1,036.80 4.00% 1212005 12/202:
R142280071EE 12/1992 EE 200 100.00 107.36 207.36 4.00% 12/2005 12/202:
R142280074EE 12/1992 EE 200 100.00 107.36 207.36 4.00% 12/2005 12/202:
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Page 1 of 1
Value As Of
07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$200
Results
# Bonds Total Price Total Interest Total Value YTDIDI
3 $700.00 $549.12 $1,249.12 $19.:
Issue Interest Next Final
Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturit~
R142280075EE 12/1992 EE $200 $100.00 $107.36 $207.36 4.00% 12/2005 12/202:
R142280076EE 12/1992 EE 200 100.00 107.36 207.36 4.00% 12/2005 12/202:
M68742011EE 08/1993 EE 1,000 500.00 334.40 834.40 3.06% 08/2005 08/202:
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Savings Bond Calculator
Page 1 of 1
Value As Of
07/2005
[yj:datej
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 200
Resu Its
# Bonds Total Price Total Interest Total Value YTD In!
3 $300.00 $203.20 $503.20 $9.2
Issue Interest Next Final
Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturit~
R142280063EE 08/1993 EE $200 $100.00 $66.88 $166.88 3.06% 08/2005 08/202~
R142280063EE 08/1993 EE 200 100.00 66.88 166.88 3.06% 08/2005 08/202~
R142280064EE 07/1993 EE 200 100.00 69.44 169.44 3.19% 01/2006 07/202~
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, Savings Bond Calculator
Page 1 of 1
07/2005
CALCU
Savin.:::
Value As Of
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$200
Results
# Bonds Total Price Total Interest Total Value YTD Inl
3 $700.00 $486.08 $1,186.08 $22.'
Issue Interest Next Final
Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturit~
R142280077EE 07/1993 EE $200 $100.00 $69.44 $169.44 3.19% 01/2006 07/202~
R142280073EE 07/1993 EE 200 100.00 69.44 169.44 3.19% 01/2006 07 /202~
M68742008EE 05/1993 EE 1,000 500.00 347.20 847.20 3.19% 11/2005 OS/202~
le(end
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Savings Bond Calculator
Page 1 of 1
Value As Of
07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$200
Res" Its
# Bonds
3
Total Price
$700.00
Total Interest
$486.08
Total Value
$1,186.08
YTD In!
$17..
Serial Number
Issue Interest
Issue Date Series Denom Price Interest Value Rate
05/1993 EE $200 $100.00 $69.44 $169.44 3.19%
05/1993 EE 200 100.00 69.44 169.44 3.19%
05/1993 EE 1,000 500.00 347.20 847.20 3.19%
Next Final
Accrual Maturit~
11/2005 OS/202~
11/2005 OS/202~
11/2005 051202~
R142280066EE
R142280072EE
M68742009EE
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. Savings Bond Calculator
Page 1 of 1
07/2005
CALCU
Savinc:
Value As Of
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 1,000
Resu Its
# Bonds
3
Total Price
$1,500.00
Total Interest
$1,549.20
Total Value
$3,049.20
YTD In!
$88.1
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
M68742010EE 02/1993 EE $1,000 $500.00 $516.40 $1,016.40 4.00%
M68742007EE 02/1993 EE 1,000 500.00 516.40 1,016.40 4.00%
M68742006EE 02/1993 EE 1,000 500.00 516.40 1,016.40 4.00%
Next Final
Accrual Maturit:
0812005 02/202:
0812005 02/202:
0812005 02/202:
le(end
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MA Matured and Not Earning Interest
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" Savings Bond Calculator
Page 1 of 1
Value As Of
07/2005
[Jli~
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 1,000
Resu Its
# Bonds
3
Total Price
$1,500.00
Total Interest
$1,549.20
Total Value
$3,049.20
YTD In!
$88.1
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
M68742005EE 02/1993 EE $1,000 $500.00 $516.40 $1,016.40 4.00%
M68742012EE 02/1993 EE 1,000 500.00 516.40 1,016.40 4.00%
M68742013EE 02/1993 EE 1,000 500.00 516.40 1,016.40 4.00%
Next Final
Accrual Maturit:
0812005 02/202:
0812005 02/202:
08/2005 02/202:
Le end
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" Savings Bond Calculator
Page 1 of 1
Value As Of
07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
Results
# Bonds Total Price Total Interest Total Value YTDIm
3 $300.00 $322.08 $622.08 $30.1
Issue Interest Next Final
Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturit~
R142280078EE 0111993 EE $200 $100.00 $107.36 $207.36 4.00% 0112006 011202:
R142280079EE 0111993 EE 200 100.00 107.36 207.36 4.00% 01/2006 011202:
Rl42280080EE 0111993 EE 200 100.00 107.36 207.36 4.00% 0112006 011202:
le(end
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Savings Bond Calculator
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Value As Of
Page 1 of 1
Savinc
07/2005
CALCU
Bond Info
Series
Denomination
Serial Number
EE Bonds
$ 100
Resu Its
# Bonds
3
Total Price
$350.00
Total Interest
$227.52
Total Value
$577 .52
Serial Number
Issue Interest
Issue Date Series Denom Price Interest Value Rate
0111994 EE $100 $50.00 $32.68 $82.68 3.22%
0111994 EE 500 250.00 163.40 413.40 3.22%
02/1994 EE 100 50.00 31.44 81.44 3.10%
C604864894EE
D49450539EE
C604864899EE
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Issue Date
YTD Inl
$15.1
Next Final
Accrual Maturity
01/2006 01/2024
0112006 0112024
08/2005 02/2024
http://wwws.publicdebt.treas.gov/BC/SBCPrice 12/22/2005
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Savings Bond Calculator
. .
Page 1 of 1
Value As Of
07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$ 10,000
Resu Its
# Bonds
3
Total Price
$12,500.00
Total Interest
$7,860.00
Total Value
$20,360.00
YTD Inl
$270.
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
X5090775EE 03/1994 EE $10,000 $5,000.00 $3,144.00 $8,144.00 3.10%
X5090776EE 03/1994 EE 10,000 5,000.00 3,144.00 8,144.00 3.10%
V5227952EE 03/1994 EE 5,000 2,500.00 1,572.00 4,072.00 3.10%
Next Final
Accrual Maturit:
09/2005 03/202'
09/2005 03/202'
09/2005 03/202'
Le(end
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S~vings Bond Calculator
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.
Value As Of
07/2005
CALCU
Savinc:
Bond Info
Series
Denomination
Serial N nmber
Issue Date
EE Bonds
$ 5,000
Resu Its
# Bonds
3
Total Price
$3,500.00
Total Interest
$2,200.80
Total Value
$5,700.80
YTD In!
$75.1
Issue Issue Interest
Serial Number Date Series Denom Price Interest Value Rate
V5227953EE 03/1994 EE $5,000 $2,500.00 $1,572.00 $4,072.00 3.10%
M68742015EE 03/1994 EE 1,000 500.00 314.40 814.40 3.10%
M68742014EE 03/1994 EE 1 ,000 500.00 314.40 814.40 3.10%
Next Final
Accrual Maturit:
09/2005 03/202'
09/2005 03/202,
0912005 03/202'
le{end
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Savings Bond Calculator
e,
Page 1 of 1
Value As Of
07/2005
[~lfp'd-aiel
CALCU
Savinc:
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$500
Results
# Bonds
3
Total Price
$600.00
Total Interest
$377.28
Total Value
$977.28
YTD In!
$12.4
Serial Number
Issue Interest
Issue Date Series Denom Price Interest Value Rate
03/1994 EE $500 $250.00 $157.20 $407.20 3.10%
03/1994 EE 500 250.00 157.20 407.20 3.10%
03/1994 EE 200 100.00 62.88 162.88 3.10%
Next Final
Accrual Maturit~
09/2005 03/202L
09/2005 03/202L
09/2005 03/202L
D49450546EE
D49450547EE
R142280088EE
le(end
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Savings Bond Calculator
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Page 1 of 1
Value As Of
07/2005
CALCU
Savinc
Bond Info
Series
Denomination
Serial Number
Issue Date
EE Bonds
$200
Resu Its
# Bonds
1
Total Price
$100.00
Total Interest
$62.88
Total Value
$162.88
YTDIw
$2.1
Serial Number Issue Date Series Denom
Issue
Price
Interest
Value
Interest Next Final
Rate Accrual Maturit~
R142280089EE 03/1994 EE
$200 $100.00
$62.88 $162.88 3.10% 09/2005 03/202L
Le end
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