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Home My WebLink About07-24-07 (2) ~ 15056051058 REV.1500 EX (06-05) PA Department of Revenue *' Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMAT1ON BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 06 00990 Date of Birth 716-09-7784 10/3012006 02117/1917 Decedent's Last Name Suffix Decedent's First Name MI GREIDER JAMES E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 48. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Uving Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - TIllS SECTION MUST BE COIIPLETED. ALL CORRESPONDENCE AND CONRDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. Urnited Estate . 6. Decedent Died Testate (Attach Copy of Win) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes FLORENCE E. WI-UTE, EX (717) 921-2669 too' Firm Name (If Applicable) c-:: L~~~') REGISTER OF WIp::I'l USE ONo-' ~I] C-...._ _."- I r: 'J . - , First line of address 1",) 801 GREIDER LANE Second line of address Cl City or Post Office DAUPHIN State ZIP Code '-;"--1 DATE'FllED --. , --.1 . ; a w PA 17018 Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including acoompanyWJg schedules and statements. and to the best of my knowledge and belief. it is true, correct and complete. Declaration of JIII!lPlIRlr other lhan the personal representative is based on all infunnalion of which prepare.- has any knowledge. :G~~~~~al~LEl~~~N 7-_~~- :J.OOJ ADDRESS 801 GREIDER LANE, DAUPHIN, PA 17018 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 --.J ~ 'j .-J 15056052059 REV-1500 EX Decedenfs Name: RECAPITULATION JAMES E GREIDER 1. Real estate (Schedule A). ... . . . .. . . .. . . . . . . . .. . . . . . . . .. . . . . . . . .. . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . .. . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . ., 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . .. . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . .. . . . . 10. 11. Total Deductions (total Lines 9 & 10).......... .. ............ ... ....... . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . .. .. . . . . . . ... . . . . . .. . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) ............. . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. .. . . . . . . . . . . . .. . . .. . .. 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) X .0_ 0.00 16. Amount of Line 14 taxable at lineal rate X .0_ 0.00 17. Amount of Line 14 taxable at sibling rate X .12 173,235.56 18. Amount of Line 14 taxable at collateral rate X .15 5,000.00 15. 16. 17. 18. 19. TAX DUE... .... . . .. ......... ..... ..... .............. .. ...... ..... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 716-09-7784 Decedent's Social Security Number 120,000.00 75,192.73 0.00 0.00 7,586.58 0.00 0.00 202,n9.31 5,487.75 11,056.00 16,543.75 186,235.56 8,000.00 178,235.56 0.00 0.00 20,788.26 750.00 21,538.26 15056052059 --.J REV-1500 EX Page 3 Decedent's Complete Address: File Number 06 00990 DECEDENTS NAME DECEDENTS SOCIAl SECURITY NUt.llER JAMES E GREIDER 716-09-7784 STREET ADDRESS 117 N. 26th STREET ----~- _.~~._-------- _._n' __ _'~_m ___.___ ~-------- I STATE I ZIP CITY CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Une 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 21,538.26 0.00 0.00 0.00 Total Credits ( A + B + C ) (2) 0.00 3. InterestIPenalty if applicable D. Interest E. Penalty 0.00 ~~.~-~_.."--'---'-""--~--~ 0.00 TotallnterestlPenalty ( 0 + E ) (3) 4. If Une 2 is greater than Une 1 + Una 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Une 20 to request a refund. (4) 5. If Une 1 + Une 3 is greater than Una 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 0.00 0.00 21,538.26 0.00 21,538.26 B. Enter the total of Una 5 + SA. This is the BALANCE DUE. (5B) 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;.......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or.......................................................................................................................... D iii d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~ 2. If death occurred after December 12, 1982, aid decedent transfer property within one year of death without receiving adequate consideralion? .............................................................................................................. D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D Ii] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which conlains a beneficiary designation? ........................................................................................................................ D Ii] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~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 zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased ch~d 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 zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-9* COMMON'WEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF GREIDER JAMES E. FILE NUMBER 2006-00990 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a wiling buyer and a willing seRer, neither being compe8ed to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is joInt1y-owned with right of survivorship must be dlsc:tosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Residential Property Land Improvements 60,000.00 60,000.00 117N. 26th Street Camp Hill, PA 17011 Assess No. 01001377 Map No. 01-21-271-254 Lot 8&9 Sec. B PI2 Pb 1A .140 Acres Deed 00248/02337 1 Story Brick Cottage TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 120,000.00 "/~:~v-",,, ". (~". COMMON\NEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF GREIDER JAMES E. ALE NUMBER 2006-00990 All property jointty.owned with right of survivonlhip must be disclosed on Schedule F. ITEM NUMBER 1. QTY 200 AngloAmerican PLC AOR 50 Baker Hughs Inc. 100 Baker Hughs Inc. 5000 Doublestar Resources Ltd. CL A 50 Enerem Resources Inc. 4000 Guyana Goldfields Inc. 4000 Helca Mining Co. 1000 Key Gold Corp. 500 Lescarden Inc. 100 Semafo Inc. DESCRIPTION VALUE AT DATE OF DEATH 4,536.00 3,452.50 margin (3642.03)DR -3,642.03 1,000.00 28.11 36,520.80 36,040.00 90.00 100.00 162.35 All stocks held by: .. MAN Securities Inc. 141 W. Jackson Blvd. Suit 1800A Chicago, II 60604 Re. Account 3696-0710 Account summary: Cash (-)OR -3642.03 Equities 78,834.76 75,192.73 Account value TOTAL (Also enter on 6ne 2, Recapitulation) $ (If more space is needed, insert additional sheels of the same size) 75;Wt,13 II Monthly Account Statement Statement Period: 10/01/06 thru 10/31/06 Account Number: 3696 -071 0 Page: 1 of 2 Man Securities 440 South La Salle Street 20th Floor. Chicago IL 60605 Registered Rel)l"eSentlltive: F X08 MAN SECURITIES INC JAMES E GREIDER 117 N 26TH ST CAMP HilL P A 17011-3617 141 WEST JACKSON BOULEVARD SUITE 1800A CHICAGO, IL 60604 TELEPHONE (312) 528-3491 SPECIAL NOTICE REGARDING THE AUTOMATIC EXERCISE OF U.S. EXCHANGE LISTED EQUITY OPTIONS. BEGINNING WITH THE OCTOBER EXPIRATION CYCLE. THE ace HAS LOWEREO AU IOMA TIC EXERCISE THRESHOLDS FOR ALL CUSTOMER ACCOUNTS FROM 0.25 TO 0.05. PLEASE CONTACT YOUR ACCOUNT REP WITH ANY FURTHER QUESTIONS. PORTFOLIO SUMMARY Account Value Account Value This Period Prior Period Cash 3.642.03DR 3.707.98DR Equities 78,834.76 70,946.95 Account Value 75,192.73 67,238.97 INCOME/EXPENSE SUMMARY Current Year to Date Income Dividends T axablelNon- Taxable 96.00 219.50 Interest TaxablelNon- Taxable 0.00 0.00 Expense Debit Interest 30.05- 148.21- Withholding 0.00 0.00 Foreign Taxes Paid 0.00 0.00 MONEY BALANCE SUMMARY Account Type Opening Balance Closing Balance Cash Account (1) 6.50 6.50 Margin Account (2) 3.714.48DR 3.648.53DR Net Cash Balance 3,707.98DR 3,642.03DR I.IIIII~ 1 2 1 SIPC-. . i " . _._"- REV-1504 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF GREIDER JAMES E. FILE NUMBER 2006-00990 Schedule C-1 or C-2 (including all supporting infonnation) must be attached for each c1osely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting infonnation to be submitted for sole-proprietorships. ITEM NUMBER NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. NONE TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 REV-150? EX+ (6-98) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GREIDER JAMES E. FILE NUMBER 2006-00990 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH NONE TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 REV-1508 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF GREIDER JAMES E. FILE NUMBER 2006-00990 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. Automobile DESCRIPTION VALUE AT DATE OF DEATH 300.00 2. Miscellaneous Household goods and Furniture 3. Clothing (Donated to Good Will, Salvation Army, and Bethesda Mission) 3,000.00 0.00 4. Cash on hand and Checking account 5. Refund from Blue Cross 3,916.46 229.94 6. Refund from Pabiot News 24.59 7. Final Supplementry Retirement Check 115.59 TOTAL (Also enter on line 5, Recapitulation) S (If more space is needed. insert additional sheets of the same size) 7,586.58 REV-1509 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF GREIDER JAMES E. FILE NUMBER 2006-00990 If an asset WlS made joint within one year of the decedenrs date of death. it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. NONE B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTlY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. NONE TOTAL (Also enter on line 6, Recapitulation) $ 0.00 (If more space is needed. insert additional sheets of the same size) REV-1510 EX+ (6-98:' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF GREIDER JAMES E. FILE NUMBER 2006-00990 This schedule must be completed and filed if the answer to any of QUestions 1 through" on the reverse side of the REV-l500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY INClWE TIE NAME Of TIE 1RANSfEREE. TIEIR REIR1ONSH1P TO DECEDENT AND DATE OF DEATH % OF DECO'S EXClUSION TAXABlE NUMBER 1HE DATE OF TRANSFER, ATTACH A COPY OF TIE DEED FOR REAl ESTATE, VAlUE OF ASSET INTEREST (IF A""UCAllLE) VAlUE 1. NONE TOTAL (Also enter on line 7 Recapitulation) $ 0.00 (If more space is needed. insert additional sheets of the same size) REV-1511 EX+ (12-99) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF GREIDER JAMES E. FILE NUMBER 2006-00990 Debts of clecedent must be reported on Schedule L ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Musselmans Funeral Home, Camphill Pa Intumment Vault and Casket prepaid by Decedent. 2,800.40 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 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 800.00 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) 0.00 Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Estate Notices 38.00 8. Estate Filing Fees 271.00 9. Cost of Preparing Real Property For Sale 1,578.35 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5,487.75 . REV-1512 EX> (12-m) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LlABIUTIES, & LIENS COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GREIDER JAMES E. FILE NUMBER 2006-00990 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VAlUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Loan from Hebert R. Greider 4 Unpaid medicine 01A) 1,000.00 5,000.00 5,000.00 56.00 2. Uncashed check to Florence E. White 3. Uncashed check to Paul E. Rhen TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 11,056.00 . REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GREIDER FILE NUMBER JAMES E. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions. and transfers under See. 9116 (a) (1.2)) 1. Marlin Greider PO Box 178, Dauphin, PA 17018 Nephew 1000.00 2. John Greider 711 Greider Lane, Dauphin, PA 17018 Nephew 1000.00 3. Phyllis Maneval PO Box 154, Dauphin, PA 17018 Niece 1000.00 4. Clara Roeder 713 Donald Drive, Newark, DE 19713 Niece 1000.00 5. Thelma Shannessy 1317 Lyter Road, Dauphin, PA 17018 Niece 1000.00 6. Betty J. Fuhnnan 2350 Ellerslie St, Harrisburg, PA 17112 Sister 57745.18 7. Pauline L. Rhen 1911 Stony Creek Road, Dauphin, PA 17018 Sister 57745.18 8. Florence E. White 801 Greider Lane, Dauphin, PA 17018 Sister 57745.18 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET n NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 9. Camp Hill Church of God 123 N. 21st St, Camp Hill, PA 17011 8000.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 8000.00 (If more space is needed. insert additional sheets of the same size) 1Wtllt mill & westam.ent of James E. C5r.ei~er I, James E. Greider, a resident of Camp Hill, Cumberland County, within the Commonwealth of Pennsylvania, being of sound mind and memory but knowing the uncertainties of this life, make this my liast Bill al1b me.&tammt, hereby revoking all wills and codicils heretofore made by me. FIRST: My tangible personal property including furniture, clothing. automobiles and their equipment. and articles of personal or household use or ornament, I direct to be sold to be added to the rest and residue of my property. I expressly declare that I do not intend to create any trust in law or in equity with respect to said tangible personal property. SECOND: All the rest and residue of my property. of whatever kind or wherever located that I own at my death, other than any property over which I may have a power of appointment, all of which is hereafter referred to as my residuary estate. I give, devise, and bequeath as follows: 1. All estate, inheritance and similar taxes which may become due by reason of my death, whether or not in connection with property passing under this Will and including any such taxes on future interests which may have been compromised by the person administering my estate, shall be paid out of my estate as an expense of administration. 2. My funeral expenses and the expenses of administration of my estate shall be paid out of my residuary estate as an expense of administration. 3. From what is remaining after ~~l and 2 of this Article [SECOND] are paid, I give ten percent (10%) to Coral Ridge Ministries Media, Inc. of 5554 North Federal Highway. Fort Lauderdale. FL 33308. This is the ministry of the Reverend Doctor D. James Kennedy a~ of October. 2003. 4. My brother Art's children, Thelma, Beverly, Marlin, and John shall share equally in twelve percent (12%) of what is remaining after ~~ 1 and 2 of this Article [SECOND] are paid; if all four should die before me, then this twelve percent (12%) should be added into my residuary. 5. My brother Charles' children, Claire and Phyllis shall share equally in twelve percent (12%) of what is remaining after ~~l and 2 of this Article [SECOND] are paid; ifboth should die before me, then this twelve percent (12%) should be added into my residuary. 6. The balance of my residuary estate I give as follows: Initials: Date: Page 1 of __ (a) To Florence White, Betty Fuhrman, and Pauline Rhen to be divided equally. (b) If either Florence White, Betty Fuhrman, and/or Pauline Rhen do not survive me by thirty (30) days, then to their children, per stirpes, to be divided in equal shares, by right of representation. (c) In the event any of my heirs and I shall die under circumstances in which it is impossible to determine who predeceased whom, it shall be presumed for all purposes hereunder that J PR!~DECE..4SED any and all of my heirs. (d) If any person entitled to receive a distribution under any part of this will shan not have attained the age oflegal ml\iority or, if such person be legally incompetent by reason of age, title thereto shall vest in b'Uch person, and the Executor. in his discretion. may at any time thereafter pay such distributive share to such person or to his or her parent, guardi~ custodian under the Uniform Gifts (or Transfers)-to Minors Act of any jurisdiction, or such other person as he shall deem proper, without liability on his part to see to the application thereof, and any such payment shall constitute a discharge of the Executor. THIRD: In extension and not in limitation of the powers given my Executor by law or other provision of this Will, my Executor shall have the following powers with respect to property in the Estate to be exercised from time to time in his discretion without order or license of Court: 1. To administer, invest and reinvest in any property including real and personal property, stocks, bonds and other securities, investment companies and common trust funds without the necessity of notice to beneficiaries, in any state or jurisdiction, and whether or not of a kind or in a proportion ordinarily considered suitable for fiduciary investments. To make secured or unsecured loans and with respect to mortgages and other security held by the estate or trust, to modifY the terms thereof. to release partially. to foreclose and to purchase at foreclosure sales. To retain indefinitely and without liability my personal residence as part of any trust of my estate. 2. To participate in any reorganizatio~ recapitalization, merger or similar transaction; to give proxies or powers of attorney with or without power of substitution for voting upon any share or certificate of interest belonging to the estate or any trust. 3. To manage real property in such manner as said fiduciary shall deem best including authority to erect, alter or demolish buildings, to improve, repair, insure. subdivide, and vacate any of said property; to adjust boundaries. to grant easements; to dedicate streets or other ways for public use without compensation; to impose such easements, restrictions, conditions, stipulations and covenants as said fiduciary may see fit; to receive all rents or other amounts due from any rental or other business real estate, including any personal property used in conjooction therewith; to lea..cre for such time and on such terms as he, she Of they may deem advisable and whether or not any such lease may extend beyond the term of any trust; to pay all taxes and assessments; to extend, renew, replace, increase or payoff any mortgage or mortgages; to abandon such property or part thereof; Initials: Date: Page 2 of ___ to deal wi.th co-owners and others in dealing with real estate in any way; to partition; to enter party- wali contracts; to insure or perfect title; and to do all other things necessary or proper in the management and operation of such property. 4. To sell, at public or private sale, to exchange, mortgage, to lease and to make contracts, concerning real and personal property for such considerations and upon such terms as to credit or otherwise as he may determine which leases and contraCts may extend beyond the administration of my Estate and term of the any Trost; to give options therefor; to execute deeds,. transfers,. mortgages, leases and other instruments of any kind, without liability on the part of any person dealing with him to see to the application of the proceeds; to foreclose and to purchase at foreclosure sales. 5. To borrow money from time to time upon such tenns and conditions as he shall deem advisable from any person, firm, corporation, estate, trust or other entity, including any corporate fiduciary appointed hereunder in its capacity as a banking corporation, to execute promissory notes or other obligations for monies so borrowed for such term or tenDs, whether or not extending beyond the administration of my Estate the term of any trust, as he shall detennine, and. if required by the lender, to secure the payment of any property, real or personal (except for any property specifically devised or bequeathed by this will). 6. To keep any and all securities or other property in the form of street certificates or in the name of a nominee without indication of any fiduciary capacity or in the name of any corporate fiduciary appointed hereunder without disclosing its fiduciary capacity. 7. To settle by compromise. arbitration or otherwise, any and all claims and demands in favor of or against or in any way relating to my estate upon such terms as my Executor deems advisable, including inheritance taxes on present or future interest, any controversy as to the interpretation of this Will or the administration of my estate. 8. To vote in person, or by general or limited proxy or power of attorney, with or without power of substitution, with respect to any shares of stock or other securities held by him; to consent, directly or indirectly or through a committee or other agent, to the reorganization, recapitalization, consolidation, merger, dissolution or liquidation of any corporation in which my Estate may have an interest, or to the sale, lease. pledge or mortgage of any property by or to any such corporation; and to make any payments and to take any steps which he shall deem necessary or proper to enable him to obtain the benefit of any such transaction. 9. To employ investment counsel, custodians of estate property and any trust property, brokers. agents and attorneys. to. To pay any expenses involved in the storage and delivery of any article of tangible personal property and to charge the same as an expense of administration. 11. To expend funds in connection with my burial, including the purchase of a cemetery lot Initials: __' Date: Page 3 of__ and provision for its perpetual care atld also including an appropriate memorial stone or monument. 12. To retain until distribution without liability for loss or depreciation resulting from such retention. any property owned by me at the time of my death; and Wltil such distribution, the income .)f the estate may be paid in whole or in part to the beneficiaries entitled to the same. ] 3. To maintain insurance on the property in my estate, whether or not specifically devised or bequeathed, against such perils and liabilities and for such periods and in such amounts as my Executor may deem advisable; to transfer to the beneficiary to whom the property is devised or bequeathed such insurance on said property, whether purchased by me or by my Executor, and v.ith or without receiving compensation therefor. 14. To consent to the execution of any joint tax returns for income and gift tax purposes in my and my spouse's name, and to pay in full or in part any liability shown thereon or incurred in connection therewith and to consent to any division of any refund or credit in connection therewith. 15. To determine for Federal Estate and income tax purposes what deductions shall be taken as estate tax deductions or as income tax deductions, his decision to be binding and conclusive and shall not require adjustment of any beneficiary's share in my Estate as a result of such determination. 16. To pay as a debt of my estate all of the expenses of my last illness and any other medical expenses incurred by me during my lifetime and I hereby absolve my spouse of any obligation or liability for the payment of such debts or expenses. 17. To retain indefinitely and without liability any property in my Estate in the same fonn of investment in which it is taken over and to hold cash un-invested or invested in non-income producing property. 18. If any gift shall make the recipient ineligible for medicare, medicade, or any other state or Federal program, the executor shall have the power to revoke the gift and apply it to the residue of the estate. This JX>wer shall be within the sole discretion of the executor and no beneficiary shall have the right to challenge it. 19. If the appointment of an ancillary personal rePl"eSelltative of my estate is necessary or desirable in any jurisdiction in which no Executor of mine is able and willing to act, my Executor may appoint. by written instrument. any individual or corporation as my independent ancillary personal representative in that jurisdiction. My independent ancillary personal representative may be an officer or employee of my Executor. shall serve free of court supervision insofar as legally possible, and shall have all the powers and discretion with respect to my estate in that jurisdiction that my Executor is given in this Will. My Executor may reasonably compensate my ancillary personal representative for its services, may reimburse it for its expenses, and may absolve it from any requirement that it furnish bond or other security. Initials: Date: Page 4 of __ FOURTH: Definitions: 1. Wherever the word "Executor" is used in this Will. or any pronoun u..cred in place thereol~ it shall mean and include. when the context so permits, the Executor or Executors or the Temporary Executor or Temporary Executors ortlle Administrator or Administrators with the Will Annexed for the time being of this Will. whether original, successor. female, male or corporate, and the singular shall include the plural and the plural shall include the singular_ 2. Wherever the word "Spouse" is used in this Will or any pronoun used in place thereof, it shall mean. when the context so pennit~, my Husband or Wife, such as the case may be. FrITH: I name Florence White of Dauphin County, Pennsylvania, to be Executor of this my Will. If said Florence White of Dauphin County, Pennsylvania, dies, declines to serve or ceases to serve as my Executor, then I name Jeanine Holman of Peny County, Pennsylvania, to be my successor Executor of this my Last Will. 1. No bond shall be required of the persons named herein as Executor or, if a bond is required by law. no surety shall be required on such bond. 2. No one dealing with my Executor need inquire concerning the validity of anything that is done or need see to the application of any money paid or property transferred to or upon order of my Executor. 3. My Executor shall be responsible only for his own acts or omissions in bad faith SIXTH: I have fully in mind all of my other relatives, friends, and next of kin, but 1 intentionally omit to make any provision in this my Last Will for any person not named herein. SEVENTH: If any part of this Will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable. shall be effective and fully operative. My Executor may seek and obtain Court instruction for the purposes of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal or inoperative. No CONTEST PROVISION: If any beneficiary shall contest the probate or validity of this will or any pan of i~ or shall institute or join in, except as a party defendant, any proceeding to contest the validity of this will from being carried out in accordance with its terms, regardless of whether or not such proceedings are instituted in good faitb and for probable cause, then all benefits provided for such beneficiary and his or her issue are revoked and shall pass under my will as if the beneficiary and his or her issue had predeceased me. [The Remainder of this page has been intentionally left blank] Initials: Date: Page 5 of 1Jn aJestimnny Bqerenf. I hereunto set my hand and seal in the presence of the below listed witnesses declare that I, James E. Greider, the testator, sign my name to this . ~. instrument, this t-f~/\ day of ,^hi/i'mb.:.-,,'~ ,2003. I hereby declare that I sign and execute this instrument as my last will, that I sign it willingly, and that I execute it as my free and voluntary act for the purposes therein expressed. I declare that I am of the age of majority or otherwise legally empowered to make a will, and under no constraint or undue influence. ,/^'\ . .. 0 c ~ 'l'~ ' l > J..."".,./Y ',JJ"", I C, " J I .-1 .......,.Z('_~\ .~ j-( )'---- ~ . . ..,. --. -'.' ~ " - James E. Greider Signed, sealed, published, and declared by James E. Greider, the above-named testator, as his Last Will ~estament, in the presence of us, ~.i.tL_ S-Wll and ~tla:~.._-- 'cf14.fd9Jn who at his request, and in the presence of each other, and in his presence b ve formulated ~e opinion that said testator is of sound mind and memory and do hereby declare that the testator willingly signed and executed this instrument as the testator's last will and testament. To the best of our knowledge, the testator is of the age of majority or otherwise legally empowered to make a will, is mentally competent, and under no constraint or undue influence. W~ declare under the pains and penalties of perjury, that the foregoing is true and correct, this _-=L.'1tay of 1tL.'w'f'4L,..r > 2003. ~Q..~h"""dsW\residingat /.;)00 N4.L~d 6'1 l-emCJ'IlIe PfJ /7(J'/3 \yitness ,I If.V-MU:-1;';j:f&; .( Witness./ residing at t:loo ..0.., Jwj,- f,\- I .....-.-y~ t:l J /IP'-/'3 OtOIUUUllUUea1tlJ of 'mnsu1nauill On this ~ day of IdJ)vt~" , 2003, before me, personally came James E. Greider personally known to me to be the person who executed this document and acknowledged the execution of same above to be a free act and deed, before me: {, .~~ . .'.... . ~~~:"Nc1tafyNlllc "(iad\p!'.eora.~ COlI1tY NIt QlrnnlIIIIiorl-ExpiI8ll Nov. 16,2006 Menlber; ~ AssocIatiOoOfNolal1es S}.- .4 Q6, otary Public) //-11. -"... (Date Commission Expires) Initials: Date: Page 6 of "_"__ I I Aftihauit We.JamesE.GTeider,,L;Nis~ '1?dt4.(dtll'l an~ IJuk'./\.-1 L{!/!f/ . the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument in those capacities, personally appearing before the undersigned authority and being first duly sworn, declare to the undersigned authority under penalty of perjury that: 1) the testator declared, signed and executed the instrument as his last win; 2) the testator signed it willingly; 3) the testator executed it as his free and voluntary act for the purposes therein expressed; and 4) each of the witnesses, at the request of the testator, in the testator's presence, and in the presence of each other, signed the will as witness and that to the best of each witnesses' knowledge the testator was at that time of fun legal age, of sound mind and under no constraint or undue influence. James E. Greider: q-c'J 'n-l/~ \.. _. I} , t. . J.-lt.1/).L~~f(/! " Witnesd~eUlJWf- ~cl'taA.d~ ,'.". .-4 ji . I (. . ,. '. . fL' ,/ '/ /.,...-' , Witlless:/\:...../cUt.l-<.~ "L~~~ ...__ Cuutmnuwea(tb of )tmu.uluani{l On this t(+ft day of /J.w.J... ,2003, before me, personally came James E. Greider, ~ J2..~ and ~:... S /-.1/ , witnesses, personally known to me to be the persons who executed this document and acknowledged the execution of same above to be a free act and deed, before me: .-",. -.~:. ~... A O*--. otary Publtc) . . NOtarial Seal . ~A~'AcMto. NcEy NlIc . ";'~BI~ CuntbelltnJCounty . "~~BcPresNov. 16.2006 ,~.~~AssodaIionOfNaiMes 11- It. -D~ (Date Commission Expires) II 11 I' ,! I I . I II II 'I I ~ ~ II .I !i 'I II II II i I ~ II t' CODICIL OF JAMES E. GREIDER I, James E. Greider, being of sound mind and body, hereby change my Last Will & Testament, signed by me on the 4th day of November, 2003, in the following aspects: Article Second Paragraph 3, shall be removed in its entirety and replaced by new Paragraph 3 as follows: 3. From what is remaining after P I and 2 of this article (Second) are paid, I give Eight Thousand ($8000.00) Dollars to the Camp Hill Church of God, 123 N. 21st St., Camp Hill, PA 1701 L Article Second Paragraph 4, I revoke the gifts given to my brother Art's children; Thelma, Beverly, Marlin and John. Instead, I choose to give Thelma, Marlin, and John One Thousand ($1000.00) Dollars each. If any or all of them should die before me then the gift should be added to my residuary. Article Second Paragraph 5, I revoke the gifts given to my brother Charles' children, Claire and Phyllis. Instead, I choose to give Claire and Phyllis One Thousand ($1000.00) dollars each. If either or both of them should die before me then the gift to the deceased should be added to my residuary. James E. Greid~ WimO$: __ . ~~% Witness: ~ U~__ ~.)J~ ~ Commonwealth of Pennsylvania On this \<1 day of O('_to~, ,2006, before me, personally came James E. Greider, ~~ ~~'\ . annc..-ttL l'\'t~~4-~ ' witnesses, personally known to e to be the persons who executed this doc ent acknowledged the execution of same above to be a free act and deed, before me: EAL TH OF PENNSYLVANIA Notarial Seal Aih D. Ambrose, NotaIy Pubic ..... Lebanon Twp., Lebanon Counly MyCOlTlilliosiun Expires Feb. 10,2010 Member, Pennsylvania Association of NotarIee ~~~.Q~ (Notary Public) ~<.k. I C. ~ Olt) . (Date CommisSion Expires)