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Home My WebLink About09-06-07 -.J 15056041114 REV -1500 EX (06-05) OFFICIAL USE ONLY County Code Year File Number PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT 2/ ()1 {ky/7 Date of Birth 491-22-9950 01102007 10131925 Decedent's Last Name Suffix Decedent's First Name MI GLECKNER (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix BETTY JO Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW W 1, Original Return D 2, Supplemental Return D 3, Remainder Return (date of death prior to 12-13-82) D 4, Limited Estate D 4a, Future Interest Compromise (date of D 5, Federal Estate Tax Return Required death after 12-12-82) W 6, Decedent Died Testate D 7, Decedent Maintained a Living Trust 0 8, Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) D 9, Litigation Proceeds Received D 10, Spousal Poverty Credit (date of death D 11, Election to tax under See, 9113(A) between 12-31-91 and 1-1-95) (Attach Sch, 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number FREY & TILEY Firm Name (If Applicable) 7 1 7 - 2 4 3-:5 8 3 8 ,--- ROBERT G. FREY I First line of address 0', 5 SOUTH HANOVER STREET , ) Second line of address =-_:j City or Post Office State ZIP Code Ul DATE FILED -J CARLISLE PA 17013 RFREY@FREYTILEY.COM ~ SIGNATU HANOVER STREET, C ISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041114 15056041114 -.J --.J 15056042115 REV-1500 EX Decedent's Name: BETTY JO GLECKNER RECAPITULATION 1. Real estate (Schedule A) . 2. Stocks and Bonds (Schedule B) .. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . 4. Mortgages & Notes Receivable (Schedule D) . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. . . . . 8. Total Gross Assets (total Lines 1-7) . . . 491-22-9950 Decedent's Social Security Number 1. NONE 2. NONE 3. NONE 4. NONE 5. 6. 7. 8. 9. 4630.00 8660.00 115250.00 128540.00 6998.00 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) . . . . . .. ............. . 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 Sec. 9116 (a)(1.2) X.O ~ 16. Amount of Line 14 taxable at lineal rate X.O 4 5 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 121351 . 00 16. 19. TAX DUE. . . . . . . . . . . . . . . . . , . . 10. 11. 15. 17. 18. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side2 L 15056042115 15056042115 191. 00 7189.00 121351.00 0.00 121351. 00 0.00 5461.00 0.00 0.00 5461.00 D --.J REV-1500 EX Page 3 491-22-9950 Decedent's Complete Address: File Number 21-07-0047 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUM8ER BETTY JO GlECKNER 491-22-9950 STREET ADDRESS 28 CHESTNUT STREET CITY I STATE I. ZIP MT. HOllY SPRINGS PA 17065 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 5461.00 5130.00 256.50 Total Credits ( A + 8 + C ) (2) 5386.50 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 74.50 A. Enter the interest on the tax due. (5A) 74.50 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No o ~ ~ [Xl ~ 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. b. retain the right to designate who shall use the property transferred or its income; . .Ej o o o o o 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? . . . . . . . . . .. ....... ........... 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P .S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate 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 zero (0) percent [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BETTY JO GLECKNER Include the proceeds of litigation and the date the proceeds were received by the estate. All Drooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F. FILE NUMBER 21-07-0047 ITEM NUMBER DESCRIPTION 1 PNC Account No. 5140184692 2 1984 Oldsmobile. Actual Sales Price 3 Household Contents 4 Carlisle Hospital refund 5 Insurance refund VALUE AT DATE OF DEATH 2,698 350 1,500 29 53 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 4,630 217 REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF BETTY JO GLECKNER FILE NUMBER 21-07-0047 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Larry W. Gleckner 928 Maytown Road Elizabethtown, PA 17022 Son B. John B. Gleckner 50 Subdivision Road Newville, PA 17241 Son 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 JOINTL Y.HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 9/28/01 PNC Certificate of Deposit # 31400220729 20,018 33.33% 6,672 2. A,B 10/15/01 PNC Certificate of Deposit # 31600220197 5,964 33.33% 1,988 TOTAL (Also enter on line 6 Recapitulation) $ 8660 (If more space is needed, insert additional sheets of the same size) . 217 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER BETTY JO GLECKNER 21-07-0047 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. 1/2 interest, House and lot of ground, 28 Chestnut Street, 121,250 50.00% 3,000 57,625 Mt. Holly Springs, PA, transferred to Larry Gleckner, 1/3/05, but life estate retained by Decedent. Valuation based on sale price 8/31/07. See settlement statement attached. 2. 1/2 interest, House and lot of ground, 28 Chestnut Street, 121,250 50.00% 3,000 57,625 Mt. Holly Springs, PA, transferred to John Gleckner, 1/3/05, but life estate retained by Decedent. Valuation based on sale price 8/31/07, See settlement statement attached, TOTAL (Also enter on line 7 Recapitulation) $ 115,250 (If more space is needed, insert additional sheets of the same size) 217 REV-1511 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF BETTY JO GLECKNER FILE NUMBER 21-07-0047 ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. Hollinger Funeral Home 1,161 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 5,000 3. Family Exemption: (If decedent's address is not the same as ciaimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 128 5. Accountant's Fees included wi atty. fee 6. Tax Return Preparer's Fees included wi atty. fee 7. Filing fee for Inheritance Tax Return 15 8. Final medical bills, see itemization attached 690 9. Short Certificate 4 TOTAL (Also enter on line 9, Recapitulation\ $ 6998 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BETTY JO GLECKNER SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-07-0047 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Metropolitan Edison, final bill 40 2. Borough of Mt. Holly Springs, final water and sewer bill 106 3. Embarq, final telephone bill 45 TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) 191 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER BETTY JO GLECKNER 21-07-0047 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Larry Gleckner Son 50% 2 John Gleckner Son 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- 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) Final Medical Bills Carlisle Regional Medical Center Kenneth R. Guistwite, M.D. Geiswine Plastic Surgery Lancaster HMA Kinetic Imaging Geiswine Plastic Surgery Penn Rehab Services Manor Care 238 15 28 57 3 1 2 346 Total Final Medical Bills 690 Aug. 6. 2007 11:36AM JNC BANK 412-705-2747 No. 0581 P. 1/2 ~ PNCBAN< August 6, 2007 Robert M. Frey S South Hanover Street Carlisle, PA 17013 RE: Estate of Betty J. Gleckner, deceased SSN: 491-22.9950 DOD: 1/10/2007 Dear Mr. Frey: In response to your request for Date of Death balBl'lces for the customer noted above, our records show the following: Certiftcates of Deposit Account #31400220729 Established 09/28/200 1 BEITY GLECKNER LARRY GLECKNER JOHN GLECKNER DOD balance: $20,000.00 + S17.61 accrued interest Account #31600220197 Established 10/15/2001 BETIY GLECKNER LARRY GLECKNER JOHN GL.ECKNER DOD balance: $5,953.89 + $10.48 accrued interest CheeldDg AecoUDt Account #5140184692 Established 04/01/1963 BEITY J GLECKNER DOD balaDCe: $2,698.14 + $.09 accrued interest Page 1 of2 Aug, 6. 2007 11:36AM PNC BANK 412-705-2747 No. 0581 P. 2/2 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accoUDts). We do Dot process any flnaucial tnansaedODI or provide statements. If you need assistance with any of these items, please call1-8S8-PNC-BANK (1-888-762-2265) or stop by your local me Bank branch office. Sincetcly, &\~ l0.ttk. Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. Pittsbw-gh P A 15219 Page 2 of2 Member FDIC Settl'ement Statement U.S. Department of Housing and Urban Devel~pment OMS Approval No. 2502-0265 3. Type of Loan 3. [!X] Conv. Unins. 6. File Number: I 400701310-CB I 7. Loan Number: 8. Mortgage Insurance Case Number: . [ ] FHA 2. [ ] FmHA i. [ ] VA 5. [ ] Conv. Ins. 0044854792 NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside of the closing: they are shown here for informational purposes and are not included in the totals. ). Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender )RENT F. MILLER AND KIM F. MILLER JOHN B. GLECKNER ERA HOME LOANS LARRY WILLIAM GLECKNER 3000 LEADEN HALL ROAD, MOUNT LAUREL, NJ 08054 110 SOUTH RIDGE ROAD 30lLlNG SPRINGS, PA 17007 , PA G. Property Location 8 CHESTNUT STREET - n. HOLLY SPRINGS, PA 17065 Place of Settlement I. Settlement Date 08/3112007 ;OUNTY:CUMBERLAND 19 NORTH BALTIMORE ST Disbursement Date 08/31/2007 'ARCEL 10: 23-32-2336-215 I DILLSBURG, PA 17019-1354 'OWNSHIP: MOUNT HOLLY SPRINGS BOROU J. SUMMARY OF BORROWER'S TRANSACTIONS K. SUMMARY OF SELLER'S TRANSACTIONS 100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller 101. Contract Sales Price I $120,037.50 401. Contract Sales Price $120,037.50 102. Personal Property 402. Personal Property 103, Settlement Charges to Borrower $3,299.73 403. I\djustments For Items Paid By Seller In Advance Adjustments For Items Paid By Seller in Advance 113. CityfTown Taxes i 413. CityfTown Taxes . 114. County Taxes 397.29/yr 8/3112007 to 1/1/2008 $133.88 414. County Taxes 397.29/yr 8/31/2007 to 1/1/2008 $133.88 115. School Taxes 1 ,211.75/yr 8/31/2007 to 7/1/2008 $1,009.79 415. School Taxes 1,211.75/yr 8/31/2007 to 7/1/2008 $1,009.79 118. Assessments I 418. Assessments 119. I 419. H. Settlement Agent SECURED LAND TRANSFERS MECHANICSBURG 120. Gross Amount Due From Borrower I $124,480.90 420. Gross Amount Due To Seller I $121,181.17 200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201. Deposit or Earnest Money I $1,000.00 501. Excess Deposits 202. Principal Loan Amount from ERA Home Loans $96,030.00 502. Settlement Charges to Seller $7,447.32 203. Existing Loan(s) Taken Subject to 503. Existing Loan(s) Taken Subject to Adjustments For Items Unpaid B,y Seller - Adjustments For Items Unpaid By Seller 210. I 510. 211. I 511. 212. I 512. 213. CityfTown Taxes .\ 513. CityfTown Taxes 214. County Taxes I 514. County Taxes 218. Assessments I 518. Assessments 219. I 519. 221. Seller Paid Closing Costs I $2,400.75 521. Seller Paid Closing Costs $2,400.75 220. Buyer's Total Credits 300. Cash At Settlement From/To Borrower 301. Gross Amount Due From Borrower (line 120) 302. Less Amounts Paid By/For Borrower (line 220) T I $99,430.75 520. Seller's Total Charges 600. Cash At Settlement To/From Seller $124,480.90 601. Gross Amount Due To Seller (line 420) $99,430.75 602. Less Deductions In AmI. Due To Seller (line 520) I $9,848.07 I I $121,181.17 $9,848.07 j I 303. Cash [X] From [ ] To Borrower . $25,050.15 603. Cash [ X ] To [ ] From Seller $111,333.10 ,! . ~ , 40'0701310 - CB L Settlement Statement Page 2 700. Total Sale Commission 120037.50 @ 5 % = 6001.88 Division of Commission (line 700) As Follows: Paid From Borrower's Paid From Seller's 701. $3025.94 to Dawn & Associates Really Funds At Settlement Funds At Settlement 702. $2975.94 to ERA-NRT, Inc. 703. Commission paid at settlement $6,001.88 708. Transaction Fee to Dawn & Associates Realty $195.00 BOO. Items Payable In Connection With Loan 801. Loan Origination Fee 802. Loan Discount 803. Appraisal Fee to STARS (POC 400.00 by Lender) 804. Credit Report to FNMA CBC (POC 19.95 by Lender) 805. Lender Inspection Fee 810. Document Preparation to ERA Home Loans (POC 85.00 by Lender) 812. Flood Cert. Fee to STARS (pOC 19.50 by Lender) 815. Application Fee to ERA Home Loans (POC 500.00 by Lender) 900. Items Required By Lender To Be Paid In Advance 901 . Interest from 8/31/2007 to 9/1/2007 @19.7400/day $19.74 902 . Mortgage Insurance Premium 903 . Hazard Ins. Premium Friends Cove Mutual insurance Company $511.00 904 . Flood Ins. Premium 1000. Reserves Deposited With Lender 1001. Hazard Ins. Reserve 3 mo @ 42.58/ mo ERA Home Loans $127.74 1002. Mortgage Ins. Reserve 1003. City Property Taxes 1004. County.Property Taxes 7 mo @ 26.67 / mo ERA Home Loans $186.69 1005. School Taxes 2 mo @ 102.66/ mo ERA Home Loans $205.32 1010. Aggregate Accounting Adjustment from ERA Home Loans -$175.89 1100. Title Charges 1101. SettlemenVClosing Fee 1102. Abstract or Title Search 1103. Title examination 1104. Title Insurance Binder 1105. Document preparation 1106. Notary fee to Cash $10.00 1107. Attorney Fee ~ 1108. Title Ins. Total to Secured Land Transfers - Mechanicsburg $963.75 1109. Lender's Coverage $97000.00 ($) 1110. Owner's Coverage $120037.50 ($963.75) 1111. Endorsements-100/300/900 ($150.00) to Secured Land Transfers - Mechanicsburg $150.00 1138. ProcessinglTax Cert. to Secured Land Transfers - Mechanicsburg $10.00 1200. Government Recording And Transfer Charges 1201. Recording Fees for Deed 38.50: Recording Fees for Mortgage 72.50 $111.00 1202. City/County Tax/Stamps 1200.38 $1,200.38 1203. State Deed Tax 1200.38 $1,200.38 1300. Additional Settlement Charges 1305. Final Sewer/waterlrefuse to Mount Holly Springs Borough Office 1400. Total Settlement Charges I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowled nd bell f it is true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a py of the UD-1 Settlement Statement. BU~ '/ t?~ SELLERS ~F.. M ~ Kim F. Miller' rry Wi . ec ner The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be disbursed in accordance with this statement. SoUlomo"' Ag,"' /} J' ~ (-.-' (1) .ilP~ ~jJ SFr.\ JRFn I ANn TRANSFERS - MECHANICSBURG $3,299.73 $30.06 $7,447.32 Dale 08/31/2007 LAST WILL AND TEST AMENT OF BETTY JO GLECKNER I BETTY JO GLECKNER, widow, of 28 Chestnut Street in the Borough of Mt. Holly Springs, Cumberland County, Penns~lvania, being of .sound and disposing mipd, memory and understanding, do hereby make, publIsh and declare tl1lS as and for my Last WIll and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my funeral ?ervices be conducted by the Gibson-Hollinger Funeral Home in Mt. Holly Springs, Pennsylvama, and that my body be interred beside that of my husband on my burial lot located in Cumberland Valley Memorial Gardens near the Borough of Carlisle, Pennsylvania. I bring to the attention of. my Executors that I have made arrangements at Gibson-Hollinger Funeral Home for my services including arranging for the payment through forethought. 2. I direct that all inheritance, transfer, succession, estate and death taxes which may be payable on account of my death shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my two (2) . sons, their heirs and assigns, they being LarryW. Gleckner and John Boyd Gleckner, provided each of them shall survive me by a period of ninety (90) days, but should either of them fail to so survive me then the share such deceased son of mine would have received shall pass to the legitimate issue of such deceased son as shall survive me by a period of ninety (90) days, their heirs and assigns, and if there be no such legitimate issue then the same shall lapse and be added to the share of my other son, per stirpes. 4. I hereby nominate, constitute and appoint my two sons, Larry W. Gleckner and John Boyd Gleckner, or either of them, as Executors of this my Last Will and Testament, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. Should any person less than 18 years of age be entitled to distribution from my estate, in such event I nominate, constitute and appoint the parents of such person as Guardians of the estate of such person and direct that they shall not be required to post any bond to secure their faithful performance as such Guardians. 6. In addition to the powers conferred by law, my hereinbefore named Executors and Guardians and their successors are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, in'espective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities,apd to make any and all necessary payments which may be required in connection therewilfi';,aijd generally to have and exercise as to all such stocks, bonds and other securities, the powers oJ~~\in individual owner who is under trust obligation. -~, ,_) - ,;_":'- ~ ~--.j c. To hold the trust corpus in one or more consolidated funds in which separate shar-:ek~j shall have undivided interests. ~ ., . d. To sell at public or private sale for cash or upon credit, or partly for cash and ~Plli_1jy on credit, and upon such terms and conditions as shall be deemed proper, any part or parts.oOJ}e trust 7state, and -no purchaser at any such sale shall be bound to inquire into the expedienf;yor propnety of any such sale or to see to the application of the purchase moneys arising therefrom. p...-J --n :::::J Page 1 of 2 Pages I3r~L~ e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages, this 10th day of July, 1997. Id J d'~ ~--~ '(f .<M-('.-<, c:...n.t'~EAL) Betty Jo G~ r Signed, sealed, published, and declared by BETTY JO GLECKNER, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. (C{h.A ~ h.,,-?- J ~4..~J Page 2 of 2 Pages