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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RLE NUMBER
21 200Y. 0001
COUNTY CODE YEAR NUMB R
SOC~SECURITYNUMBER
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
OEPT.28Ol101
HARRISBURG, PA 1712&-0801
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DECEDENTS NAME (LAST. FIRST, AND MIDDLE INIT~)
GREENAWALT, GENEVIEVE R.
~
OFFICIAL USE ONLY
204-03-8071
THIS RETURN MUST BE RLED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. Remainder Return (date of death prior to 12-13-82)
o 4. limited Estate
o
o
2. Supplemental Retum
o 48. Future Interest CompromIse (date of death after
12-12-82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10. Spousal Poverty Cnadit (dale of death between
12-3Hl1 end 1-1-95
o 5. Federal Estate Tax Retum Requinad
1 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
3901 Market Street
Camp Hill, PA 17011-4227
(1) None
(2) 8,540.00
(3) None
(4) None
(5) 334,590.07
(6) None
(7) None
(8)
(9) 39,871.59
(10) 1,992.35
13. Charitable and Govemmental 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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~~IAL USE ~
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12/23/2006
08/08/1922
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(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
1. Original Retum
6. Decedent Died Testate (Attach copy
ofVWI)
9. Lltigatio~ Proceeds Received
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LEPHONE NUMBER
717/737-0464
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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)
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)
N
'--1") t:. )
-1
\.D
343,130.07
(11 )
41,863.94
301,266.13
10,000.00
291,266.13
12. Net Value of Estate (Line 8 minus Line 11)
(12)
(13)
(14)
15. Amount of Line 14 taxable at the spousal tax rate. x .00 (15)
or transfers under Sec. 9116(a)(1.2)
~ 16. Amount of Line 14 taxable at lineal rate x .045 (16)
~
:!:
::0 (17)
II. 17. Amount of Line 14 taxable at sibling rate x .12
8
g 18. Amount of Line 14 taxable at collateral rate 291,266.13 x .15 (18) 43,689.92
19. Tax Due (19) 43,689.92
20. t8I
CHECK HERE IF YOU ARE REQUESTING A REF UNO OF AN OVERPAYMENT
Copyright 2000 form software only The Lackner Group, Inc.
Form REV.1500 EX (Rev. 6-00)
d\V\
..
Decedent's Complete Address:
STREET ADDRESS
..
20 N. 12th Street, Apt. 123
CITY
Lemoyne
STATE PA
ZIP 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
43,689.92
41,600.00
2,184.49
Total Credits (A + 8 + C) (2)
43,784.49
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + SA. This is theBALANCE DUE. (58)
0,00
94.57
0.00
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;............................._.............................................. ~. I
b. retain the right to designate who shall use the property transferred or its income;................................
c. retain a reversionary Interest; or............................._..........................._..............................................
d. receive the promise for life of either payments, benefits or care?...........................................................
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?.....................................................,......................................................... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalUes of perjury, I declare that I have examined this retum, Including accompanying schedules and statements, and to the best of my knowledge and belief, Ii is true. correct and complete. Declaration
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Col Moore
DATE
6305 Salem Park Circle
Mecbanicsburbg, P A 17050
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Lisa Marie Coyne
ADDRESS
DATE
3901 Market Street
CampHill,PA 17011-4227
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (I)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (Ii)]. The statutedoes not exemota 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 ~ stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the)'let va.lue of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. ~9116 (a) (1)]. .
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. ~9116 (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.
,
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
GREENA W AL T, GENEVIEVE R.
I FILE NUMBER
21 - 2006 - 0001
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 100 Common Shares of Prudential 85.40 8,540.00
TOTAL (Also enter on line 2, Recapitulation) 8,540.00
PRU: Historical Prices for PRUDENTIAL FINCL INC - Yahoo! Finance
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Prudential Financial Inc. (PRU)
Active Traders
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SET DATE RANGE
Start Date: t~<~~,JIJ l~3 ."J ~Oo~.<~,J ~6o;an 1,
End Date: I<~~~<..,....,...J l~~~......j
PRICES
Date
Open
High
Low
Close
22-Dec-06
85.94
Page 1 of2
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@Daily
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First I Prev I Next I Last
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86.00 85.18 85.40 1,679,600 85.40
* Close price adjusted for dividends and splits.
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7/23/2007
,
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GREENAWALT, GENEVIEVER.
I FILE NUMBER
21 - 2006 - 0001
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 DESCRIPTION
NUMBER
1 M&T Bank
Checking Account No. 38562642
2 M&T Bank
Savings Account No. 21000001185356
3 M&T Bank
Savings Account No. 15004206019687
4 M&T Bank
Certificate of Deposit No. 31003913821243
5 M&T Bank
Certificate of Deposit No. 31003916808884
6 Members 1st Federal Credit Union
Savings Acct. No. 274242-00
7 Sovereign Bank
Savings Account No. 0574118048
8 Sovereign Bank
Checking Account No. 2331107696
9 Sovereign Bank
Savings Account No. 2334017445
10 Sovereign Bank
Money Market Account No. 2334081876
11 Sovereign Bank
Certificate of Deposit No. 1205794702
12 Sovereign Bank
Certificate of Deposit No. 2335537722
13 Sovereign Bank
Certificate of Deposit No. 2335537870
Total of Continuation Schedule(s)
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
12,093.18
1,266.48
12,699.10
25,137.14
25,235.06
1,161.12
1,253.96
4,046.89
50.00
20,917.34
10,326.05
10,230.25
25,000.00
79,000.00
334,590.07
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GREENAWALT, GENEVIEVE R.
I FILE NUMBER
21 - 2006 - 0001
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
14 AIG Annuity Policy No. VP223670
DESCRIPTION
VALUE AT DATE OF
DEATH
106,173.50
15
US Savings Bonds See Attached Schedule
79,000.00
Page 2 of Schedule E
Sovereign Bank
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EST ATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Genevieve R. Greenawalt
204-03-8071
December 23, 2006
__J
Account #: 0574118048 Type: Savings Open date: 9/18/1997
" In the name of: Genevieve Greenawalt (Colleen Ann Morre POA)
Date of Death Balance: $1,253.96
Int.(YTD) from 1/1/2006 to 11/26/2006 $6.33
Accrued interest to date of death: $1.74
Other Info: Account closed on 01/04107 for $20,956.96.
Account #: 2331107696 Type: Checking Open date: 5/24/2005
In the name of: Genevieve Greenawalt (Colleen Ann Moore POA)
Date of'Death Balance: $4,046.89
Int.(YTD) from 1/1/2006 to 12/23/2006 $5.19
Accrued interest to date of death: $0.00
Other Info: Account closed on 01104/07 for $4,788.74.
"Account #: 2334017445 Type: Savings Open date: 11/12/1976
In the name of: Genevieve Greenawalt (Colleen Ann Moore POA)
Date of Death Balance: $50.00
Int.(YTD) from 1/1/2006 to 9/30/2006 $0.46
Accrued interest to date of death: $0.01
Other Info: Account closed on 01/04/07 for $50.00.
Account #: 2334081876 Type: MM Savings Open date: 317/2005
In the name of: Genevieve Greenawalt (Colleen A11I1 Moore POA)
Date of Death Balance: $20,917.34
Int.(YTD) from 11112006 to 11/30/2006 $425.57
Accrued interest to date of death: $31.94
Other Info: Account closed on 01/04/07 for $20,956.96.
Account #: 1205794702 Type: CD Open date: 3/2/2006
In the name of: Genevieve Greenawalt (Colleen Ann Moore POA)
Date of Death Balance: $10,326.05
Int.(YTD) from 1/1/2006 to 12/23/2006 $326.05
Accrued interest to date of death: $31.60
Other Info: Account closed on 01/04/07 for $10,368.62.
Page 1 of 2
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Genevieve R. Greenawalt
204-03-8071
December 23, 2006
Account #: 2335537722 Type: CD Open date: 5/4/2005.
In the name of: Genevieve Greenawalt (Colleen Ann Moore POA)
. Date of Death Balance: $10,230.25 .
Int.(YTD) from 1/1/2006 to 12/23/2006 $349.76
Accrued interest to date of death: $28.03
Other Info.:. Account closed on 01/04/07 for $10,269.77.
Account #: 2335537870 Type: CD Open date: 8/10/2005
In the name ,pf: Genevieve Greenawalt (Colleen Ann Moore POA)
Date of Death Balance: $25,000.00
Int.(YTD) from 1/1/2006 to 12/23/2006 $956.16
Accrued interest to date of death: $160.23
Other Info: Account closed on 01/04/07 for $25,191.71.
Page 2 of 2
REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Estate of: GENEVIEVE R. GREENAWALT
Date of Death: December 23, 2006
Social Security Number: 204-03-8071
,., lR
MEMBERS 1st
FEDERAL CREDIT UNION
: :tf(C~)t~inf::~-,
( ;.I~..::::::? 1..' \..',/ ii;:" I........i);
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274242 -00
11/07/2005
$1,160.42
$.70
$1,161.12
None
MPf:RS 1ST >>D~RAL CREDIT UNION
~tfU a ~tJp~ "
f Denise A. Wolfe ' #'T-
Insurance Services Supervisor
January 12, 2007
5000 Louise Drive · P.o. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 · ~members1st.org
Number:
Date Opened:
Balance at Date
of Death:
Name of Joint
Owner, if any:
-
Savines Accounts:
Number:
JIOOOoOI/!535&
I J I / CJj
, ,
II a (;~. 'Ii
1500,/')06011&/7
(/;'/0&
(
la-I ~q9. 10
Date Opened:
Balance at Date
of Death:
Name of Joint
Owner, if any:
-
-
Certificates of DeDosit:
Number: 3/0039/ J/J /JYJ 3/00391 ~!OJ1JY
Date Opened: 1I/1/1? tf /11/~
f
Name of Joint
-
Owner, if any:
Balance at Date L :J 5 ) ) 37. PI d5) 235_ ot.R
of Death:
Maturity Date: ~/jlo1 -41'7/07- .
f .
Interest Rate: If /{p _ L.f f!
Inter,est Paid Quarterly, hlMI
Serm-Annual, etc. . ('10 fl, . y
Debts:
/!J Of) IItty
.
NameofB~: M&TBANK
o.Wa~~
Signature ofB OffiCIal
Estate of: GENEVIEVE R. GREENAWALT
Date of Death: December 23,2006
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11[1
AlG Annuity Insurance Company
P.O. Box 871
Amarillo, Texas 79105-0871
800.424.4990
At4~ " l:-
v 2007
February 28,2007
Coyne & Coyne, P.C.
Attn: Lisa Coyne
3901 Market Street
Camp Hill, P A 17011
Re:
Deceased
Contract #
Genevieve Greenawalt
VP223670
Dear Mrs. Coyne:
Thank you for your recent inquiry regarding the referenced annuity contract(s). It is our pleasure
to be of service to you.
The value of the contract as of December 23,2006 was $106,173.50.
We hope this information is helpful; however, should you have additional questions or require
further assistance, please feel free to contact our Client Care Center by using our toll free number
of 1-800-424-4990.
Sincerely,
WACbr
Brett Cooper
Claims Department
AlG Annuity Insurance Company
Member of American International Group. Inc
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.
SCHEDULEH
RJNERAL.EXPENSES&
ADMINISTRATIVE COSTS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOF GREENAWALT,GENEVIEVER.
I FILE NUMBER
21 - 2006 - 0001
ITEM
NUMBER
A.
B.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Niell Funeral Home
9,139.80
2.
Reception
500.00
3.
Headstone Engraving
500.00
4.
Honorarium
200.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Colleen Moore
Social Security Number(s) I EIN Number of Personal Representative(s):
1?7- 0/2- '/S7S
Street Address 6305 Salem Park Circle
City Mechanicsburbg
Year(s) Commission paid
13,000.00
State P A
Zip 17050
2007
2.
Attomey's Fees Coyne & Coyne, P.C.
13,000.00
3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Cumberland County Register of Wills
338.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Filing Fee for Inheritance Tax Return 15.00
2 Cumberland Law Journal 100.00
Total of Continuation Schedule(s)
3,078.79
TOTAL (Also enter on line 9, Recapitulation)
39,871.59
*'
SchecUe H
FlI1eI'aI ExpeIISeS &
AdtiI..diw Costs COI'1IhJed
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GREENA WALT, GENEVIEVE R.
I FILE NUMBER
21 - 2006 - 0001
3
Patriot News
120.02
4 Cleaning and Storage of Furniture
5 Estate Checks
6 Income Tax Preparation
7 Postage
8 PSERS-- overpayment
9 Reserves
10 Toll Calls
11 Aldo B. Camacci-- Income tax Preparation
12 Stock Broker Commission
400.00
12.50
150.00
39.00
202.27
2,000.00
55.00
50.00
50.00
Page 2 of Schedule H
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GREENAWALT, GENEVIEVE R.
I FILE NUMBER
21 - 2006 - 0001
Include unreimbursed medical expenses.
ITEM
NUMBER
1 AT&T
DESCRIPTION
AMOUNT
28.23
2
Health South
15.12
3
Essex House
1,900.00
4
US Treasurey-- 2006 Income Taxes
49.00
TOTAL (Also enter on Line 10, Recapitulation)
1,992.35
REV.1513 eX+ (9-G0)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GREENA WALT, GENEVIEVE R.
I FILE NUMBER
21 - 2006 - 0001
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Donald Alfero and Karol Alfero Friend 25,000.00
13900 Forsman Rd.
Olalla, W A 98359-9505
2 Jason Derr Friend 5,000.00
737 Old Silver Spring Rd.
Mechanicsburg, PA 17055
3 Colleen A. Moore Niece $50,000 and 1/5 of
6503 Salem Park Circle Residual Estate
Mechanicsburg, P A
4 W. Donovan Guyer Nephew 2,000.00
104 Richard Court
Rincon,GA 31326
See Continuation Schedule(s) attached
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheE t
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
1. Church of the Good Shepherd 10,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEErr 10,000.00
.
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GREENAWALT, GENEVIEVE R.
I FILE NUMBER
21 - 2006 - 0001
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
Do Not List Trustee(s) OF ESTATE
I. AXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116(a)(1.2)]
5 Carol Ann Miller Niece 2,000.00
33 Clouser Road
Mechanicsburg, P A 17055
6 Sarah Musser Niece 2,000.00
911IBeutley Woods Drive
Soutliliaven,MS 38671
7 Pamela Weiandt Nephew 2,000.00
445 Eagle Drive
Blaudon, PA 19510
8 M. Keith Hagy Nephew 2,000.00
300 Poplar Ave., Apt. 105
Hummelstown, PA 17036
9 Beatrice Yost Niece 2,000.00
Perlo Ridge, Apt. 413
Loysville, PA 17014
10 Kenneth Anderson Nephew 2,000.00
R.D. #2, Box 54
Newport, PA 17074
11 Gwendolyn Jean McLaughlen Niece 2,000.00
1506 Carlisle Road
Camp Hil, PA 17011
12 Paul Seibert Nephew 2,000.00
513 Cheval Drive
Venice, FL 34292
13 Harry Seibert Nephew 2,000.00
7630 Sand Creek Court
Pensacola, FL 32506
14 Judy Stuckey Niece 2,000.00
1922 Blacks's Ridge Road
Annville, P A 17003
15 Samuel Stetler Friend 1/5 of Residual Estate
6301 Salem Park Circle
Mechanicsburg, P A 17050
Page 2 of Schedule J
.
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GREENA WALT, GENEVIEVE R.
I FILE NUMBER
21 - 2006 - 0001
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
Do Not List Trustse(s) OF ESTATE
I. AXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116(a)(1.2)]
16 Larry Stetler Nephew 1/5 of Residual Estate
48 Mead Avenue
Riverdale, NJ 07457
17 Susan Stetler Niece 1/5 of Residual Estate
1232 El Portal Drive
Merced, CA 95340
18 Evelyn Stetler Niece 1/5 of Residual Estate
1716 Townhall Lane
Orlando, FL 32807
Page 3 of Schedule J
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REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2007-00001 PA No. 21- 07- 0001
Estate Of: GENEVIEVE R GREENAWALT
(First, Middle, Last)
Late Of:
LEMOYNE BOROUGH
CUMBERLAND COUNTY
Deceased
Bocial Securi ty No: 204-03-8071
WHEREAS, on the 2nd day of January 2007 an instrument dated
May 4th 2006 was admit~ed to probate as the last will of
GENEVIEVE R GREENA WAL T
(First, Middle, Last)
la te of LEMOYNE BOROUGH, CUMBERLAND County,
who died on the 23rd day of December 2006 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
COLLEEN A MOORE
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 2nd day of January 2007.
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**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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LAST WlLL AND TESTAMENT
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GENEVIEVE R. GREENAWALT~t:3~
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1, GENEVIEvE' R. GREENAWALT, of 'the Borough of Lemoyne, Cumber1~d County,
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Pennsylvania., declare this to be my Last Will and revoke any will or codicil previously made by me.
ITEM 1:
I direct that my body be buried nen-to my late husband, Robert Greenawalt in a'
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lot, which r own located in' the' Resurrection Cemetery, 116 South Oak Grove Road, Harrisburg, .
PennsylvaI).ia.
I direct that all my just debts and funeral expenses be pclid as soon' as practical
ITEM2:
after IllY de~th~
ITEM 3:
I direct that all taxes and interest and penalties thereon that may be assessed in
consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from
my residuary estate as a part of the expense of the ~dIl1inistration of my Estate.
ITEM 4:
I bequeath the sum of Twenty-Five Thousand Dollars ($25,000.00) unto
DONALD ALFERO and KAROL ALFERO, or the survivor of them.
ITEM 5:
I bequeath the sum of Ten Thousand Dollars ($10,000.00) unto THE CHURCH
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. OF GOOD SHEPHERD~3435 Toodle Road, camp Hill, Pennsylvanii,tO be used for the coriSt:ri1ction'cif
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a Parish Center .and expansion of th.e grade school building.
ITEM 6:
I bequeath the sum of Five Thousand Dollars ($5,000.00) unto JASON DERR of
737 Old Silver Springs Road, Mechanicsburg, Pennsylvania.
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ITEM 7:
I bequeath the sum of Fifty Thousand Dollars ($50,000.00) unto COLLEEN A:
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MORRE of 6503 Salem Park Circle, Mechanicsburg, Pennsylvania.
ITEM 10:
ITEM 8:
I bequeath the sum of Two Thousand Dollars ($2,000.00) unto each of my nieces
and nephews, as follows:
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w. DONOVAN GUYER of 104 Richard Court, Rincon, GA 31326;
CAROL ANN MJLLER of33. Clouser Road, Mechanicsburg, PA'17055;
SARAH MUSSER of 9111 Beutley Woods Drive, Soutbhaven:Ml 38671;
P AMEI:A WEfANDT 6f445~gre Drive; Blatid6n,f'A 195-ro-;"'-' ",.,
M. KEITH HAGY of112 Main Street, Union Deposit, Hershey, PA 17033;
BEATRlCE YOST ofPerlo Ridge, Apt 413, Loysville, PA 17014;
KENNETHANDERSONofR D. #2, Box 54, Newport, PA 17074;
GWENDOLYN JEAN MCLAUGHLEN of State Road, Camp Hill, P A 17011;
PAUL SEIBERT of87 Blue Spruce Way, Mashpee, MA. 62649;
HARRY SEIBERT of7630 Sand Creek Court, Pensacola, FL 32506; and
JUDY STUCKEY of 1922 Black's Bridge Road, Annyille, P A 17003.
If any beneficiary designated in Item 4, 6, 7 and 10 predeceases me, I direct that
bequest lapses an~ becomespartofthe residue of my estate.
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ITEM 9
I give, devise and bequeath all the rest, residue and remainder of my estate of
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. every nature and wheresoever situate, together With 'insur~ce thereonto-ilie folloWing in separate,' equal'
shares: SAMUEL STETLER. LARRY STETLER. COLLEEN A. MOORE, SUSAN STETLER
RUTLEDGE and EVELYN STETLER. as ~y survive my death.
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ITEM 11:
Upon my demise, I direct that the assets of my estate be liqUidated as soon as
possible.
,ITEM 12:
I' appoint COLLEEN A. MOORE, Executrix of this, my Last Will. Should
COLLEEN A. MOORE, fail to qualify or ceases to' act for ariy reason as my Executrix, I appoint
EVELYN STETLER, alternate Executrix of this my Last Will.
ITEM 13:
, ,
I direct that my personal representative or het successor shall not be required to
give hond for the faithful performance of their duties in any jurisdiction.
" '. 'rn"WXI'NE~g'WHERED'F:'lha\r~"hereunto"set my hand'and"'~1't? 'this,'my-Last-Will.-and'"''
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, Testament, this ,J-\. ~y of " 'iV\~
,2006.
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GENEVIEVE R. GREENAWALT
Signed, seaied, published and declared by the above-named Testatrix as and for her Last Will
and Testament in our presence, who, at her request, in her presence and in .the presence of each other,
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have hereunto subscribed our names as attesting witnesses.
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COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. CoYne
Lisa Marie Coyne
3901 Market Street
Camp Hill, Pennsylvania
17011-4227
717-737-0464
Fax: 717-737-5161
January 17, 2007
Pa.DepwronentofRevenue
Harrisburg District Office
Lobby, Strawberry Square
. Harrisburg, PA 17128-0101
Re: Estate of Genevieve R. Greenawalt, Deceased
No. 21-07-00001
Dear Sir or Madam:
Enclosed please find completed inventory for the above-refer~nced' Estate 'completed on
January 16, 2007 concerning the late Mrs. Greenawalt's safe deposIt box at M&T Bank, West
Shore Plaza Branch, Lem.oyne, Pennsylvania.
If you have any questions concerning this inventory, please contact me.
Very truly yours,
COYNE & COYNE, P.C.
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Encls.
Cc: Mrs. Colleen Moore, Executrix, w/encl.
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48500041046
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SAFE DEPOSIT ~
BOX INVENTORY
PA Department of Revenue
Social Security or Death Certificate Number
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PLEASE USE ORIGINAL FORM ONLY
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, NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
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COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. Coyne
Lisa Marie Coyne
3901 Market Street
Camp Hill, Pennsylvania
17011-4227
717 -737 -0464
Fax: 717-737-5161
July 23, 2007
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Genevieve R. Greenawalt, Deceased
No. 21-07-00001
Dear Sir or Madam:
Enclosed please find an original and two copies of the inheritance tax return for the Estate
of the Late Genevieve R. Greenawalt. Kindly docket the original and return to this office a
"clocked-in" copy with the enclosed envelope. Also enclosed is estate check no. 1039 in the
amount of$15.00 which represents the filing fee for this return.
Thank. you for your assistance. If you have any questions or comments, please contact
me.
Very truly yours,
a;7Ef~
LMC/amd
Encls.
Cc: Mrs. Colleen Moore, Executrix, w/encl.
,