HomeMy WebLinkAbout11-26-07
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---I
REV-1500 EX(06-05)
P A Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
15056041158
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
21 07
File Number
0175
ENTER DECEDENT INFORMATION BELOW
Social Security Number
204-03-5562
Date of Death
02102007
Date of Birth
08051921
Decedent's Last Name
BECKER
Suffix
Decedent's First Name
GILBERT
Ml
M
(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 DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
[K] 1. Original Return
o 4. Limited Estate
[K] 6. Decedent Died Testate
(Attach Copy of Will)
o 9. Litigation Proceeds Received
Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
1....... 8. Total Number of Safe Deposit Boxes
Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Day1ime Telephone Number
RICHARD C. SNELBAKER 717-697-8528
o 2.
04a.
D 7.
010.
Future Interest Compromise (date of
death after 12-12-82)
Decedent Maintained a Living Trust
(Attach Copy of Trust)
Firm Name (If Applicable)
SNELBAKER & BRENNEMAN, P.C.
REGISTERaoJNILLS USedNLY
~_'J (''''':;
First line of address
44 WEST MAIN STREET
1-1
~)
C.' ,
Second line of address
p.o. BOX 318
-
.~ ~I
'-'.)
City or Post Office
MECHANICSBURG
State
PA
ZIP Code
17055
DATE FILED
"
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
'7
SIGNATURE OF PERS
EXECUTRIX
THAN REPRESENTATIVE
:t~a<<
1520 FISHER RD., MECHANICSBURG, PA
. Df-TE (
\ (j \oty 0
ADDRESS
RICHARD C. SNELBAKER, ESQUIRE 44 WEST MAIN ST., MECHANICSBURG,PA
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041158
6M4647 2.000
15056041158
--.J
~
15056042159
REV-1500 EX
Decedent's NameB E eKE R
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) 0 Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested
8. Total Gross Assets (total lines 1-7). . . . . . . . . .
9. Funeral Expenses & Administrative Costs (Schedule H).
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I).
11. Total Deductions (total Lines 9 & 10). . . .
12. Net Value of Estate (line 8 minus Line 11) .
13. Charitable and Governmental BequestslSec9113 Trusts for which
an election to tax has not been made (Schedule J) .
14. Net Value Subject to Tax (Line 12 minus line 13)
GILBERT
Decedent's Social Security Number
204-03-5562
M
. 1. 170000.00
. 2. 197313.60
. J. 0.00
. 4. 0.00
. . 5. 27838.90
. . 6. 0.00
. 7. 0.00
. 8. 395152.50
. 9. 19408.77
10. 2330.25
11. 21739.02
12. 373413.48
13. 0.00
14. 373413.48
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
al the spousal tax rate, or
transfers uJSer Sec. 9116
(a)(1.2)X .0_ 0.00
16. Amount of Line 14Jaxable
atlineal rate X .O':U;J 373413 . 4 8
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 00
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 00
19. TAX DUE . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . .
20. FIL.L. IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042159
6M4648 2.000
15. 0.00
16. 16803.61
17. 0.00
1 B. 0.00
19. 16803.61
[K]
15056042159
~
REV-1500 EX Page 3
. Decedent's Complete Address:
File Number
0175
DECEDENTS NAME
BECKER GILBERT M
SffiEEf ADDRESS
303 SHEPHERDSTOWN ROAD
MECHANICSBURG BORO, CUMBERLAND COUNTY
CllY IISTATE I ZIP
MECHANICSBURG PA 17055-
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
16803.61
0.00
0.00
0.00
Total Credits (A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
0.00
TotallnteresllPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
16803.61
A. Enter the interest on the tax due. (5A)
0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
16803.61
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 . Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
o
o
B
o
o
o
No
[Xl
00
[Xl
[Xl
00
[Xl
[K]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE [T 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. 89116 (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 {OJ percent
[72 P.S. 39116 (a) (1.1) (iill. 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.
F or 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 use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. S9116(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. g9116{1.2) [72 P.S. S9116(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. S9116(a)(1.3)]. A sibling is defined,
under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
6M467\ 1.000
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
REV-1502 EX + (6-98)
ESTATE OF
FILE NUMBER
Gilbert M. Becker
21 07 0175
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 willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
170,000.00
Property known and numbered
as 303 Shepherds town Road, Mechanicsburg Borough,
Cumberland County, Mechanicsburg, PA. Sale value
attached settlement sheet)
(see
3W4695 1.000
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
170,000.00
A. SETTLEMENT STATEMENT
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
HUD-1
OMB No. 2502-0265
B. T e of Loan
1.DFHA 2.0FmHA 3. DConv. Unins.
4. OVA 5. DConv. Ins.
6. File Number:
RE07-123
7. Loan Number:
8. Mortgage Insurance Case Number:
C. 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 the closing; they are shown here for informational purposes and are not Included in the totals.
D. Name and Address of Borrower(s):
The Mechanicsburg Presbyterian Church
E. Name and Address of Seller(s):
The Estate of Gilbert M. Becker
c/o Snelbaker & Brenneman
F. Name and Address of Lender:
David L. McGowan
G. Property Location:
303 Shepherdstown Road, Mechanicsburg, Pennsylvania 17055
Mechanicsburg Borough, Cumberland County
17-24-0787-006
130 Clearview Place, Carlisle, PA 17013
Place of Seltiement:
1 Irvine Row, Carlisle, PA 17013
H. Name of Settlement Agent:
Duncan & Hartman, P.C.
1. Settlement Date:
7-25-2007
Funding Date:
7-25-2007
7-25-2007
290.77
7-25-2007 to
7-25-2007 to
6-30-2008
9-30-2007
1 725.99
77.79
205.
505. Payoff of second mortgage loan
206.
506.
210. Cit Itown taxes
211. Count taxes
212. Assessments
508.
509.
208.
209.
-'-:. ''1
-
to
to
to
510. Cit Itown taxes
511. Count taxes
512. Assessments
to
to
to
214.
215.
To Borrower
From Seller
:-,.
Paid From
Borrowers
Funds at
Seltlement
Paid From
Seller's
Funds at
Settlement
Duncan & Hartman P.C.
125.00
804.
806.
807.
808.
810.
811.
813.
814.
183.47
. ~' ~:i~ "~at.!
.;,.;., "~I!1!lfif~.1f~t~,\~~'j~~J~~r~~t~~t;
Duncan & Hartman P.C.
135.00
Premium $
Premium 1 208.75
1107. Altorney's fees to
includes above item numbers:
1108. Title insurance to
Snelbaker & Brenneman POC
William A. Duncan, Agent for United General Title
1112.
1113.
-!:i~,~~,'-.' '.' ~~.~~~.W!'~-.~~~~~~1 ~_~~~~~&~;J.l
86.50
1 700.00
1 700.00
1302.2007 Count fLocal R.E. Taxes
1303. Tax Certification
1305.
1400. Total Settlement Char es enter on lines 103 Section J and 502 Section K 3598.72 4286.71
CERTIFICATION: I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and
accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I r ceived a cqpy
of the HUD-1 Settlement Statement. €.,s-f<<.-4.. Of c;; ~..t- "'. Uj e.1c tl r
fMc.L rJud7~ el.uW1 'J/~r t? ~U't .blft~'trI-
Signature of Borrower Signature of S6rrower Signature of Seller
c..~.
WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction
can include a fine and imprisionment. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Gilbert M. Becker
21 07 0175
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPllON
VALUE AT DATE
OF DEATH
197,313.60
1PNC Financial Services Group
2,640 shares of common stock valued at $74.74 per share
TOTAL (Also enter on line 2. Recaritulation) $
197,313.60
3W46961.000
(If more space is needed, insert additional sheets of the same size)
REV-150B EX + (6-98)
COMMONVVEAL TH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Gilbert M. Becker
FILE NUMBER
21 07 0175
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
rESCRIPTION
VALUE AT DATE
OF DEATH
1
1993 Buick Sedan automobile
sale value
2,800.00
2
AT&T
refund due the decedent on phone service
3.91
3
Comcast
refund due the decedent on cable TV service
78.86
4
379.20
Conseco
refund due decedent on long term care policy
5
Household goods
retained by family
335.00
6
Household goods
sold at public auction
4,103.00
7
59.10
Medicare
refund due the decedent
8
Ohio Casualty
refund due the decedent on auto and homeowner insurance
policies
15.74
9 PNC Bank, N.A.
savings account #5030009607
7,094.97
10 PNC Bank, N .A.
checking account #5070076791
2,471.45
11 Sale of decedent's
membership stock in Toboyne Oaks a Pennsylvania
non-profit corporation
8,000.00
12 Service Master
refund due the decedent on lawn maintenance services
153.33
13 Susquehanna Club Membership
refund due decedent on membership
20.04
14 United States Treasury
refund due decedent on 2006 form 1040
1,107.20
Total from continuation schedules .
1,217.10
3W46AD 1.000
TOTAL IAlso enter on line 5. Recanilulalionl $
(If more space is needed, insert additional sheets of the same size)
27,838.90
Estate of: Gilbert M. Becker
Item
No.
15
204-03-5562
Schedule E (Page 2)
Description
Value at Date
of Death
United States Treasury
social security due the decedent from January 2007
1,217.10
Total (Carry forward to main schedule)
1,217.10
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gilbert M. Becker
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 07 0175
ITEM
NUMBER
A.
B.
1.
FUNERAL EXPENSES:
Hollinger Funeral Home
funeral services
Debts of decedent must be reported on Schedule I.
DESCRIPTION
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Claimant
Street Address
City
Relationship of Claimant to Decedent
4.
Probate Fees
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
State
Zip
Street Address
City
Year(s) Commission Paid:
SNELBAKER & BRENNEMAN, P.C.
2.
Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
3W46AG 1.000
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Borough of Mechanicsburg
sewer/refuse service
State
Zip
Total from continuation schedules
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
AMOUNT
5,388.38
5,550.00
360.00
213.64
7,896.75
19,408.77
Estate of: Gilbert M. Becker
204-03-5562
Schedule H Part 7 (Page 2)
2
Bricker's Auction
commission and expenses associated with the sale of
household goods
929.00
3
Cumberland Law Journal
advertising Executrix Notice
75.00
4
Lester Hess & Co.
basement and chimney repointing
725.00
5
Patriot News
advertising Executrix Notice
147.90
6
PPL Electric
electric service
95.22
7
Register of Wills
filing fee for Inheritance Tax Return
15.00
8
RSR Appraisers & Analysts
appraisal fee property located in Mechanicsburg
350.00
9
Settlement charges
on sale of property in Mechanicsburg
a. Transfer taxes - $1,700.00
b. School Taxes - $1,847.47
c. County Taxes - $734.24
d. Tax Certification - $5.00
4,286.71
10 UGI
gas service
146.78
11
United Water Pennsylvania
water service
65.18
12
Verizon
internet service
60.96
13
Reserve
for filing fees, accounting fees and other
miscellaneous costs associated with the
administration of decedent's estate
1,000.00
Total (Carry forward to main schedule)
7,896.75
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gilbert M. Becker
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 07 0175
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses_
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Barry Heckard, Sr.
2007 personal tax
10.00
2
Cardio Surgical Institute
medical services
6.49
3
Community Life Team
ambulance service
40.45
4
Foot Care Center
medical expense
25.16
5
Harrisburg Gastroenterology
medical expense
159.81
6
Hershey Kidney
medical expense
170.11
7
Internists of Central PA
medical expense
333.26
8
Kilmore Eye
medical expense
134.63
9
Lewis & Nada
medical expense
3.22
10 Mechanicsburg Meals on Wheels
check number 9102 written by decedent prior to death
from PNC Bank checking account
72.00
11 Orthopedic Institute of PA
medical expense
207.88
12 Pulmonary Critical Care
medical expense
210.49
13 Penn Health Emergency
medical expense
32.17
14 Pinnacle Health Hospital
medical expense
38.24
Total from continuation schedules
886.34
3W46AH 2.000
2,330.25
TOTAL (Also enter on line 10, Recapilulation) $
(If more space is needed. insert additional sheets of the same size)
Estate of: Gilbert M. Becker
204-03-5562
Schedule 1 (Page 2)
Item
No. Description
Amount
15 Pinnacle Health Medical Services
medical expense
297.54
16 PPL Electric
electric service
62.46
17 Quantum Imaging
medical expense
1. 68
18 Riverside Anesthesia
medical expense
30.22
19 UGI
gas service
457.90
20 United Water Pennsylvania
water service
22.34
21 Vascular Associates
medical expense
14.20
Total (Carry forward to main schedule)
886.34
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gilbert M. Becker
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Tonya B. Mowery
1520 Fisher Road
Mechanicsburg, PA 17055
1
All of Residue: 373,413.48
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
FILE NUMBER
21 07 0175
AMOUNT OR SHARE
OF ESTATE
373,413.48
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
3W46AI 1.000
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)
$
0.00
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
11
LAST WILL AND TESTAMENT
I, GILBERT M. BECKER, of the Borough of Mechanicsburg, County of Cumberland,
d Commonwealth of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me at anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid by my
Executrix or Executor, as the case may be, hereinafter named, as soon as conveniently may be
done after my decease.
SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate,
real, personal and mixed, whatsoever and wheresoever situated, unto my daughter, namely,
TONYA B. MOWERY, absolutely and in fee simple, if she survives me.
THIRD. Ifmy said daughter, TONYA B. MOWERY, does not survive me, then and in
that event, I give, devise and bequeath my said residuary estate unto my daughter's then living
issue per stirpes by representation and not per capita, subject, however, to the protective trust
provision as contained in Item Fourth hereinbelow with respect to any beneficiary who has not
attained the age of twenty-five (25) years at the time of my death.
FOURTH. If any beneficiary has not attained the age of twenty-five (25) years at the time
of distribution, I order and direct that the foregoing shares attributable to such beneficiary shall
be paid over anddelivered unto my Trustee, hereinafter named, as my testamentary tmstee, IN
TRUST, NEVERTHELESS, to hold, manage, invest, accumulate income and reinvest for the
benefit of said beneficiary and until said beneficiary attains the age of twenty-five (25) years, at
which time said trust shall be temlinated and the net proceeds thereof shall be paid over to the
beneficiary absolutely.
I authorize and empower my said Trustee to invest the assets of said trust in any
reasonable manner and not be limited or restricted to so-called "legal" or statutory investments
for fiduciaries.
I designate any trust hereunder to be a spend-thrift trust. The beneficiary shall have no
right to invade, pledge, assign or otherwise dispose of the assets of said trust (including income)
LAW OFFICES
SNELBAKER &
RENNEMAN. P.C.
II
lor shall any creditor of a beneficiary have any right to seize, levy or execute upon said assets by
eason of any pledge, assignment or other transfer, voluntarily or involuntarily, made by said
beneficiary.
I further authorize and empower my said trustee to use, consume, expend, and apply from
ime to time such amounts of income and principal of and from said trust which in the exercise of
the Trustee's sole discretion shall be determined to be reasonable and necessary for the
beneficiary's education. The term "education" shall be construed and interpreted to mean college
or other post-high school training which is intended to improve the beneficiary's productivity as
an adult or enhance the quality of his or her life. In considering 'what is reasonable and necessary,
my said Trustee will take into consideration the primary responsibility of the beneficiary's
parents or surviving parent to provide such education. It is my will and intention that the
foregoing discretionary provision for education shall be supplementary to the parent's primary
responsibility.
LASTL Y. I nominate, constitute and appoint my daughter, namely, TONY A B.
MOWERY, to be the Executrix ofthis, my Last Will and Testament, but if for any reason she
sho.uld not qualify as such Executrix or cease so to serve, then and in that event, I nominate,
constitute and appoint my son-in-law, namely, STEVEN E. MOWERY to be the Executor hereof
and the Trustee of any trust created under Item.Fourth hereinabove, each and both of said
persons to serve without bond or other security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, GILBERT M. BECKER, have hereunto set my hand and
seal to this my Last Will and Testament, which consists of two (2) typewritten pages to each of
which I have affixed my signature this 14th day of September, A.D. Two Thousand Six (2006).
~~E~~""') (SEAL)
The preceding instrument, consisting of this and one (1) other typewritten pages, each
identifIed by the signature of the Testator, was on the date thereof signed, sealed, published and
declared by GILBERT M. BECKER, the Testator therein named, as and for his Last Will and
Testament, in the presence of us, who, at his request, in his presence and in the presence of each
other, have sobscribed our names as witnesses berelD~ ~
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LAW OFFICES
SNEL8AKER &
BRENNEMAN, P.C.
OMMONWEAL TH OF PENNSYLVANIA)
SS.
OUNTY OF CUMBERLAND
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We, GILBERT M. BECKER, RICHARD C. SNELBAKER and JANE J. COONEY, the
estato!' and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly swom, do hereby declare to the undersigned authority that the
estator signed and executed the instrument as his Last Will and Testament and that he had
signed willingly, and that he executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the
Will as a witness and that to the best of his or her knowledge, the Testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
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. WI ess
Subscribed, sworn to and acknowledged before me by GILBERT M. BECKER, the
Testator, and subscribed and swom to before me by RICHARD C. SNELBAKER and JANE J.
COONEY, the witnesses, this 14th day of September, 2006.
)~~oi 1~
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Nolarial Seal
SUsan L Malrazi, Notary Public
Mechanicsburg Boro, Cumberland County
My Commission Expires Nov. 24, 2007
Member, Pennsylvania Assoclalion Of Notaries