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Home My WebLink About09-04-08tEV-1500 EX•I6-00) ' REV 1500 -~F.:~~'..`I:~~,~..-~ ~ INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 280601 D PT RESIDENT DECEDENT ' 21 2008 0361 . E HARRISBURG, PA 7712&0601 COUNTY CODE YEAR NUMBER -i CEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w i DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ 03/17/2008 01/26/1933 REGISTER OF WILLS e (IF APPLICABLE) SURVIVING SPOUSE'S NAME (IAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ ® 1. Original Return ^ 2. Supplemental Retum 3 Remainder Return (date of death prior to 12-13-82) ^ w a w ^ 4. Limited Estate• ^ 4a. Future Interest Compromise (date of death after ^ 5. Federal Estate Tax Return Required y ~ y z ~ ~ ~ 12-12-82) ® 6. Decedent Died Testate (Attach copy ^ 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes a m a a of Will) copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death between 11. Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 and 1-1-95). _ __ _. - ~ TH1S SECTION MUST BE COMPLETED. ALL'CORRESPONDENCERND CONFIDENTIAL TAXdNFO - - RMATION SHOULD BE DIRECTED TO: -- -- - - NAME COMPLETE MAILING ADDRESS i Lisa Marie Coyne N z ~ o IRM NAME (If applicable) 3901 Market Street 0 o Coyne & Coyne, P.C. i Camp Hill, PA 17011-4227 ELEPHONE NUMBER 717/737-0464 r~ ' 1. Real Estate (Schedule A) (1) None I _ , ,v Cn.. ~ ,~.~FItaA ~~ t ~ ~ -' . ,: ': 2. Stocks and Bonds (Schedule B) (2) 1 56,279.35 1 ~,~t~ ~ ~ ` ~` ~~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None I '~? ~ ~ `~I ~--t 4. Mortgages & Notes Receivable (Schedule D) (4) None ;~ ~O ~ _ ,,_ ', 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 3,352.77 I-~~~ -"" - - a .~ - ~ (Schedule E) ~-- -t7 ...- 6. Jointly Owned Property (Schedule F) (6} 8,550.71 ~ rJ z ^ Separate Billing Requested ~ t.. a,._ vo. ,,.~ T.•,.,~fo ~c R. ~Aicrclhnonnc Nlnn_PmhatP PrnnPrtV (7) 1 1,165.59 ~ (Schedule G or L) ' a 8. Total Gross Assets (total Lines 1-7) U ~ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 16,037.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule f) (10) 1,626.11 I 11. Total Deductions (total Lines 9 & 10) ' 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) I 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES j 15. ~4mount of Line 14 taxable at the spousal tax rate, 161, 6 8 5.31 x .00 ~ or transfers under Sec. 9116(a)(1.2) 16. r4mount of Line 14 taxable at lineal rate i x .045 r ~- I 17. Amount of Line 14 taxable at sibling rate x .12 0 v F ~~' 18. Amount of Line 14 taxable at collateral rate x .15 (8) (11) {12) (13) (14} (15) (16) (17) (18) 19 179,348.42 17,663.11 161,685.31 161,685.31 0.00 19. -fax Due ( ) 0.00 » $E SURE TO-ANSWER ALA QUESTIONS ON KEVERSE SIDE AND RECHECK MATH «, Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX {Rev. 6-00) \~ V Dec:edent's Complete Address: STREET ADDRESS 42 Ridgeway Drive CIT7? STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1} 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + g + C) (2) 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty Total InterestiPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theDVERPAYMENT. (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) 0.00 A. Enter the interest on the tax due. (5A} B. Enter the total of Line 5 + 5A. This is theBALANCE DUE. (56) ~. ~ ~ Make Check Payable fo: REGISTER OF W1LLS, 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 :............................................................................. 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? ................................................................................................................ ® ^ 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 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, N 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 DATE Mich a. . P do n~~~~~~ r~/ 1001 Oak Street ~Z S EP~25 $ bf' C Hood River, OR 97031 DATE [~ SIGNATURE OF PF2EPARER OTHER THAN REPRESENTATNE ADDRESS DATE Lisa Marie Coyne 3901 Market Street Camp Hill, 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 spou:;e is 3% [72 P.S. §9116 (a) (1.1) (i)]. y 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 `t~~ 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 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 L2) [72 P.S. §9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12°fo j72 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. i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GOBLE, MARGARET ANN All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER j ___ __ _ 1 ! 200 Shares of PNC Bank Stock 2 I, 100 Shares of Pepsico Inc. Stock 3 III 100 Shares of Hewlett-Packard Inc. Stock 4 '! 100 Shares of IBM Stock 5 ~! 300 Shares of General Electric Stock 6 ' 500 Shares of Texas Instruments Inc. Stock 7 '~ 200 Shares of Johnson & Johnson Stock 8 ~ 100 Shares of 3M Company Stock 9 200 Shares of Honeywell International Inc. Stock 10 200 Shares of Gannett Company Inc. Stock 11 100 Shares Wal-Mart Stores Inc. Stock 12 3129 Shares of Century Bank & Trust Stock ~I i, SCHEDULE B STOCKS & BONDS FILE NUMBER 21 - 2008 - 0361 TOTAL (Also enter on line 2, Recapitulation) VALUE I VALUE AT DATE OF DEATH bL60 ~ 12,320.00 69.15 ~~ 6,915.00 46.42I~ 4,642.00 115.55 ~ 11,555.00 34.33 ~ 10,299.00 I 28.68 ~ I 14,340.00 64.04 ~ 12,808.00 78.51 II ~~ 7,851.00 55.22 ~ 11,044.00 29.24 5,848.00 49.95 ~ 4,995.00 17.15 I 53,662.35 156,279.35 ,~~ ~`~~ PORTFOLIO STATEMENT As of 03!17/2008 largaret A~nt>JZoble 1~s to Acct #: 308921327 2 Ridgeway Driv~•---~ lechanicsburg, PA 17450 Trnde Unit Cost Current Current Unreatfzed vmbol Description Dnte anti Cost Basis Price Vnlue Gain {Lass! % G/L Cast- ;ASH Cash 3,352.77 3,352.77 equity-Selected :List Banks-Mujpr Regional NC PNC financial Services Graup 08/04(1995 200 24.97 4,994.D0 61.600 12,330.00 7,326.00 146.7°/u Bevnrnges-Non Alcoholic I;P Pepsico Incorporated 04/04/2003 100 35.73 3,873.00 69.]50 6,915.00 3,042.OD 78.5% Computers-Hardware [PQ Hewlett-Pneknrd Inc. 03/23!2001 100 21.08 2,106.00 46.430 4,642.00 2,534A0 120.2°/a BM Intl. business Machines 03/16/20pt 104 84.40 8,440.00 115.550 I1,555.D0 3,115A0 36.9% 10,548.00 16,197.00 5,649.00 53.6% Diversified-I n d ustria Es ;E General Electric Company 11/29/1994 300 7.$5 2,354.DD 34.330 10,299.00 7,94S.00 337.5% G[ectronics-Scm /conductors 7CN Texas instruments ]nc. 12/29/1995 5110 6.43 3,216 ~5 28.680 14,340.D0 11,123.75 345.9% Henltlt Care-Diversified NJ Johnson ~k Ja}tnson 06/10/2003 20D 51.83 34,366.00 64.040 12,80$.00 2,442.00 23.6% Manufacturing-Diversified 9MM 3M Cai•npany 03l09/200G 100 72.21 7,221.00 78.510 7,851.40 630.00 8.7% iGN I-loney~veil Intl, Inc. 08102!2001 200 31.D2 6,203.00 55.220 11,044.00 4,841.00 78.0% 13,424.00 18,895.00 5,471.0D 40.8% Publishing-Newspapers 1CI Ganncu. Company inc. 09/18/1995 2D0 27.67 5,533.00 29.240 5,848.00 315.DD 5.7% Retail-General Merchandise 'VMT VJaI-Mart Stores Inc. 12/05/2005 100 47.48 4,747.88 49.950 4,995.00 247.12 Sa% 59,056.13 102,G17.00 43,560.87 73.8°l° 62,408.94 105,969.77 43,560.87 69.8% 'i~st State lrrreshiie+~t ~ldnisors, /nr. i COINMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT _--L- ESTATE OF GOBLE, MARGARET ANN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 2008 - 0361 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 -- First State Securities-- Cash Account DESCRIPTION VALUE AT DATE OF DEATH -----3,352.77 TOTAL (Also enter on Line 5, Recapitulation) ~ 3,352.77 ` The Personal Advisors of David W. Kidd, CFP®, CFS Ameriprise Financial Services, Inc. Financial Advisor Suite 604 Ameriprise CER7IFlEDFINANCIALPLANNERT'" West Shore Office Center 5M practitioner 214 Senate Avenue Financial Camp Hill, PA 17011 Tel; 717.761.3300 Fax: 717.761.3686 Lisa Marie Coyne, Esquire Tolt Free: 866.600.1177 LAW OFFICES OF COYNE & COYNE, P.C. david.x.kidd@ampf.com 3901 Market Street Camp Hill, PA 17011-4227 ~fAY 2 3 Dear Lisa Coyne: /J, We have received notification of MARGARET A GOBLE " s death. The deceased " s name appears on the following accounts. Account values as of 03/17/2008 are listed below. Account Information ~w~ Y Mutual Funds ~L~ Account Number Ownership ~ ~~ 01151212682 9._002 Joint Tenancy With Right Of Survivorship - TOD 02151212682 8 002 Joint Tenancy With Right Of Survivorship - TOD Mutual Funds Account Number Value Per Share 01151212682 9 002 02151212682 8 002 Total Value # of shares $12173.06 2905.7 $4928.36 1176.397 Asset 4.18 4.18 ' Annuities - Post 1985 Account Number 93107803136 2 004 Total Value ~ ~~ $11165.59 The date of death values provided are for estate tax purposes and are not a value to ~be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insurance product(s) reflect the gross death benefit at date of death, not the cash value. Values for any proprietary mutual funds include accrued dividends as applicable. Ameriprise Financial provides these values asa service to its clients. Actual values used in preparation of tax returns or for planning purposes should be verified by your legal and accounting advisors. Sincerely, Vicki Daye Death Settlements Processing Team 70100 Ameriprise Financial Center Minneapolis, MN 55474 An Ameriprise associated franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSources'^ products are offered by affiliates of Ameriprise Fnancial Services, Inc., Member NASD and SIPC. SCHEDULE G ~~ i INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA I INHE:RITANCETAXRETURN i MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT i __ _ i - -_--- - -- -- -_- -_- .-_ ESTATE 01= ~ FILE NUMBER GOBLE, MARGARET ANN II 21 - 2008 - 0361 This schedule must be completed and filed if the answer to any of questions 1 through 4 on pa e 2 ides. DESCRIPTION OF PROPERTY ~ ~ ITEM I DATE OF DEATH % OF ~ NUMBER ~ Include the name of the transferee, their relationship to decedent and the date of transfer. VALUE OF ASSET DECD'S {E gpPLICAIB~LE) I TAXABLE VALUE Attach a copy of the deed for real estate. i INTEREST ~ ~ 1 ~ Ameriprise IRA Account. I 11,165.59 ~ ~ 11,165.59 Husband is the Beneficiary ! j ~~ I ~ ~ ~ i ~~ ~ ~ i i ~ i i ~i ~~ I ~ ~ I L-- - TOTAL (Also enter on line 7, Recapitulation) 11,165.59 SCHEDULE H FUNERAL D(PENSES & ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~~~'~~/~ (~r1~Q RESIDENT DECEDENT , . -` vvww ~~ VV ___. _... _ - -.._ __. -_-_ - -._._ -. -L- -.-.-. -. -.- -- -_- ESTATE OF GOBLE, MARGARET ANN FILE NUMBER __ _ _ __ __ ___ _ _ j 21 - 2008 - 0361 _~----- Debt:> of decedent must be reported on Schedule I. ITEM DESCRIPTION ~ NUMBER' AMOUNT -----i--- _ _ - - A, i FUNERAL EXPENSES: ~ 1. ! Myers-Hamer Funeral Home I 5,500.00 i 2. Reception I 500.00 i 3. Flowers i 300.00 ~I B. I ;ADMINISTRATIVE COSTS: 1. I Personal Representative's Commissions i i ~ Social Security Number(s) / EIN Number of Personal Representative(s): i Street Address '~ City State Zip Year(s) Commission paid 2. ! Attorney's Fees Coyne & Coyne, P.C. I 4,500.00 3, I Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ~ 3,500.00 Claimant Nicholas Goble ~, Street Address 42 Ridgeway Drive i City Mechanicsburg State PA Zip 17050 Relationship of Claimant to Decedent Spouse 4. I Probate Fees Register of Wills 422.00 5. I ~ Accountant's Fees 6. ~ I j l"ax Return Preparer's Fees i 7. Other Administrative Costs I 1 Postage ~ 100.00 2 ' Filing Fee for Inheritance Tax Return ~I I 15.00 ~~~ Total of Continuation Schedule(s) ~I 1,200.00 f- -- TOTAL (Also enter on line 9, Recapitulation) I 16,037.00 Sd~edule H FuneralF~ & COMMONWEALTH OF PENNSYLVANIA A~,~, ,,,;,~, M""`I'^" """' INHERITANCE TAX RETURN /`~ Iu111~I QUA ~'~ ~nued RESIDENT DECEDENT ~ - _- ESTATE OF GOBLE, MARGARET ANN ~ FILE NUMBER 21 - 2008 - 0361 3 Legal Advertisement-- Cumberland Law Journal ~'~i 75.00 4 Legal Advertisement -- Patriot News I 125.00 5 Reserves 1,000.00 Page 2 of Schedule H ~, SCHEDULEI ~i, DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GOBLE, MARGARET ANN Include unre imbursed medical expenses. ITEM NUMBER 1 West Shore EMS 2 Uncleared Checks DESCRIPTION FILE NUMBER 21 - 2008 - 0361 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 876.11 750.00 1,626.11 REV•1513 EX+ (g.•00) SCHEDULE J COI~AMONWEALTHOFPENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GOBLE, MARGARET ANN NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 ~ Nicholas Goble - FILE NUMBER - - - - -- 21 - 2008 - 0361 RELATIONSHIP TO ~ AMOUNT OR SHARE DECEDENT OF ESTATE Do Not I t TrLSte@SSL-- Husband I 100% Residual it Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she" II. !NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT j BEING MADE i~ ~, 'i13. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER REGISTER OF WILLS CUnIIBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2008- 00361 PA No . 21- 08- 0361 Estate Of : MARGARET ANN GOBLE (First, Middle, Lasi) Late Of : SlL VER SPR/NG TO WNSH/P CUMBERLAND COUNTY Deceased Social Security No: 380-32-7108 WHEREAS, on the 21st day of August 2008 an instrument dated July 24th 2007 was admitted to probate as the last will of MARGARET ANN GOBLE /First, Midd/e, Last) late of S/EVER SPR/NG TOWNSH/P, CUMBERLAND County, who died on the 17th day of March 2008 and, IaHEREAS, a true copy of the will as probated is annexed hereto. 'T'HEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi I1 s in and for c"UMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters of ADMINISTRAT/ON D. B,N. C. T.A. to: MICHAELLA A PLACIDO who has duly qualified as ADM1N/STRATOR(R/X) D. B. N. C. T.A. 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, CARL/SLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my- office on the 21st day of August 2008. * *NOTE* * ALL NAMES ABO[~E APPEAR (FIRST, MIDDLE, LAST) ~~ ~D' L~ i -' C_i = _ i.,; ~-~" i_ _~ ;' 1 i--\ Ql d i o~ a_ .¢ m d N a 4- L.t.- rQrll C~ O V ~j ~~`' 11.1 '~L U~~~ ca.. Cc'e ~` J U ~~~~ V V ~~ ~~~ ~~~~~.~~~~ ~~ / 1V~~~~~~~~ ~1Vl~l ~~~~~ I, MARGARET ANN GOBLE, of the Township of Si]ver Spring, County of Cumberland, of Pennsylvania, declare this to be my Last Will and revoke any Will or Codicil made by me. ITEM 1: Upon my demise, I direct that my body be buried at Fort Indiantown Gap l Cemetery, Annville, Lebanon County, Pennsylvania. ITEM 2: I direct that all my just debts and funeral expenses be paid as soon as practical my death. W I ~ ~~ r~ Q b ~ i ~3~Q ~~ ~ ITEM 3: I direct that all taxes that may be assessed in consequence of my death, of ~r nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of expense of the administration of my Estate. ITEM 4: I give, devise and bequeath all the rest, remainder and residue of my estate of ,every nature and wherever situate, together with all insurance thereon, to my beloved husband, NICHOLAS L. GOBLE, provided she survives my death by thirty (30) days. ITEM 5: Should my beloved husband, NICHOLAS L. GOBLE, predecease me or fail to survive my death by thirty (30) days, then I give, devise and bequeath all the rest, remainder and residue 7f my estate of every nature and wherever situate, together with all insurance thereon, in equal shares, to Page 1 of 6 children, MICHAELLA A. PLACIDO of 1001 Oak Street, Hood River, OR 97031, MARK K. LE of 3413 East Pratt Street, Baltimore, MD 21224 and NICHOLAS TOBIAS GOBLE of 36 South 9~' Street, Camp Hill, PA 17011, per capita. ' ITEM 6: My Executor or his successors shall have the following powers in addition to given by law to be exercised by his in his absolute discretion, which powers shall be applicable to ~aIl property held by him, effective without the order of any court and until the actual distribution of all such property: a. To retain any investments at discretion including stock of any corporate fiduciary hereunder or of a holding company controlling it; b. To invest and reinvest in the executor's discretion as permitted under Act 28 of 1999, as ~7 '-~~ W Q~~ a W ~~ O ~~ ~ ~~ d ~- ~" >~1 ~i Q ~~ ~ ~~ ~ amended, the "Prudent Investor Act," with the specific right to invest in stocks, bonds and real estate, including non-income producing residential real estate for the occupancy of any present income beneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds, including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated corporation or a holding company controlling it, as my executor deems appropriate; c. To sell, to grant options for the sale of, or otherwise convert any real or personal property or interest therein, at public or private sale, for such prices, at such time, in such manner and upon such as they may think proper, and to execute and deliver good and sufficient conveyances, assignments transfers thereof without liability of any purchaser to see to the application of the purchase money; d. To borrow money and to secure the repayment thereof by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof; e. To compromise claims by or against my estate or any trust created hereunder; Page 2 of 6 f. To allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each; g. To register investments in the name of a nominee or to hold the same unregistered in such form that they will pass by delivery; h. To join in any recapitalization, merger, reorganization or voting trust plan affecting investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and generally to exercise all rights of security holders; i. To manage, operate, repair, alter or improve real estate or other property, and to lease, real and other property upon such terms and for such period as my executrix deems advisable even for than five (5) years and beyond the duration of any trust; j. To deduct administration expenses upon either the federal estate tax return or fiduciary income tax return with or without adjustment as between principal and income, as my corporate or interested executor shall determine; k. To associate with them in the absence of a corporate fiduciary, an accountant, custodian `~~ a ~~ C~7 .\\ `~ ~~ ,. ,.W,.,// ~J 1=-~ ~~ QQ `~ V~ ~aj ~ and investment advisor, and other agents and to compensate them from principal or income or both, as my shatI determine, such compensation to be a reduction of the compensation of my executor; 1. To associate with her at any time, in his absolute discretion and of his choice, a corporate fiduciary which shall have the same powers as my executor, such designation by my executor and acceptance by a corporate fiduciary to be in writing; m. To combine, without prior court approval, any trust herein with any other trust with substantially similar provisions, although such other trust may have been created by separate instruments and by different persons, and, if necessary to protect different future interests, to value the assets at the e of such combination and to record the proportionate interest of each separate trust in the combined Page 3 of 6 fund; provided however, that no such combination shall be permitted if the effect of such combination would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or more of.such trusts for a deduction for federal estate tax purposes which would otherwise be allowable; or (3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the generation-skipping tax; n. To exercise any stock options which they may receive; to borrow such funds from any source as my executor may deem necessary for the exercise of such options; and to pledge assets as my executor deems appropriate for this purpose; o. No trustee shall be required to qualify before, be appointed by, or, in the absence of a breach of trust, account to any court (and failure to account alone shall not be considered such a breach); nor shall trustee be required to obtain the order or approval of any court in the exercise of any power or ision granted hereunder; p. To allocate any generation-skipping transfer tax exemption from the federal generation- transfer tax to any property to which I am deemed the transferor under the provisions of Section ~. ~, ~~ ~~ C~ `'~, 52(a) of the Internal Revenue Code of 1986 and its successors, including any property transferred under will and any property not in my probate estate and any property transferred by me during life as to which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios to such transfers to be zero; q. To disclaim any interest in property without court approval; and r. To do all other acts and things necessary or appropriate in the management, -~~ i administration and distribution of my estate or trust. ITEM 7: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. Page 4 of 6 ITEM 8: I appoint my husband, NICHOLAS L. GOBLE, Executor, of this my Last Will. In the event my husband, NICHOLAS L. GOBLE, predeceases me, fails to qualify or ceases to act as Executor; I appoint my daughter, MICHAELLE A. PALCIDO, first alternate Executrix of this my Last Will. In the event my daughter, MICHAELLE A. PALCIDO, predeceases me, fails to qualify or ceases to act as Executrix, I appoint my son, NICHOLAS TOBIAS GOBLE, second alternate Executor of this my Last Will. ITEM 9: I direct that my personal representative or successors, shall not be required to give bond for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last WiII and ;nt, this ~~ day of , 2007. ABET ANN GOBLE _ Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and in our presence, who, at her request, in her presence and in the presence of each other, have subscribed our names as attesting witnesses. ~-+~ hw~'-rn~-.~ residing at 1D ~ A'f*-~~- ~`. ,(J~.J ~~r /?~~ (` 70 ~ .~o-,...cc~ Lw~.~kc-c Fu.z, ~,~5 /e1 ~ ~ residing at (~,g ~ ~ o s s -~..t Page 5 of 6 ,TH OF PENNSYLVANIA. COUNTY OF CUMBERLAND W e, MARGARET ~ x~ l.L.s ,~e..a ~ .e ~ c ss: ANN GOBLE, ~ (1 .tie 1~I ~. ~+(Z- and the Testatrix and the witnesses respectively, whose names are signed the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned that the Testatrix signed and executed the instrument as her Last Will and that she had signed llingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that ch of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to best of his or her knowledge, the Testatrix was at the time eighteen (1$) years of older, of sound mind d under no constraint or undue influence. ~~ % ~ `1~ G T ANN GOBLE ~ ~ ~~ Witness Witness Subscribed, sworn and acknowledged before me _ ~~ .~ y ~ mac' '~~ ~ by tGARET ANN GOBLE, the Testatrix, and subscribed and sworn to before me by n ~ c ~ - ~ a ~ !'n-t+'L and J~ 1~`~ A ~"~ 4a/ .~ (f ~.?` ,the witnesses, this _~ day of ~~ i `7 , 2047. T r 1 Notary Public /` (SAL) COMMONWEALTH Of PEIiNSYLYAftlA NO~ARlAL SEAL HENRY F. GOYHE, MOTAitT PUBt1C HAMPOEN TWP., Gt1NBERLAND COt1PtT1' Page 6 of 6 117 COMMiSS10N EXPIRES 1UNE it 200E COYNE & COYNE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne 3901 Market Street 717-737-0464 Lisa Marie Coyne Camp Hill, Pennsylvania Fax: 717-737-5161 Yohn W. Carter 17011-4227 September 3, 2008 F:egister of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: >Jiear Madam: c~ N ° ~ 1 ..J V ~ • . . . ~ , rn v~ ~ 1 fi- _.. ,_ _ ~s ` - -~a `- t~, , ~ ~, ~-~ ~--- ~ - r=-, ~~ ~.~-.~: :mot e •• f'_ Estate of Margaret Ann Goble, Dece sa ed _ No. 21-08-0361 We represent the Estate of the Late Margaret Ann Goble. Enclosed please find an original and two copies of the Inheritance Tax Return for this Estate. Kindly docket the original and return to me a "clocked-in" copy with the enclosed envelope. Also enclosed is check no. 1284 in the amount of $15.00 which represents the filing fee for the Return. Please issue a receipt concerning the payment of this filing fee. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE & COYNE, P.C. .~.-- Li a rie Coyne LrrIC/amd Enclosure Cc: Micky Placido, Executrix