HomeMy WebLinkAbout03-0874 PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 202- 20- 27'33 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an_ t_he execut°r r~ed
in the last will of the above decedent, dated AucJust 13 ,19.
and codicil(s) dated None
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h .er .last family or principal residence at Thornwald Home
442 walnut Bottom Road, Carlisle BOrough, Car±is±e, ~'a i70iJ
(list str~-t, number amd muncipality)
Decendent, then 95 years of age, died October 13 , {~9x 2003
at Carlisle. PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 6 4 0,0 0 0.0 0
(If not domiciled irt Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $ -
Value of real estate in Pennsylvania $
situated as follows: None
WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
5 Manufacturers & Traders Trust Company successor by merger to
Keystg~e Financial Bank
Maria A. Tompkins
-5 Trust Officer
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland ; SS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct [o the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~ ,--.[ /} /?~ ~ )
_j~efore me this 23rd m day of { /')~~,'
/ )., October ^ ~F_ 2003 .I ~ C )
~~Z~~/?,~~~ ~---~, '~4/ Maria A.'~ompkins
'- 13~31itlCi t'$. ',JL.L'~.3, --~u mFu -3 ~' *'-, . ~ ill_ ~- ......
No. 21-2003-874
Estate of Gladys C. Galt , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW October 24rd t~ 2003. in consideration of the peg~ion on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Auqust 13 f 1999
· -- described therein be admitted to probate and f~led of record as the last will of
Gladys C. Galt ;
and Letters Testamentary
Manufacturers & Traders Trust Company successor
are hereby granted to
by merger with Keystone Financial Bank
Re~ister of Wills ' ~ ! ~
Donna M. Otto, 1st Deputy
FEES
Probate, Letters, Etc .......... $410.00 Robert R. Black, Esq.
Sho~ CmvJficates8 )'. ......... $, 9.00 ATTORNEY (S-p. C~ I.D. No.)
~~m~X .... x~Pages..(.2 )$. 6.00
10.00 36 S. Hanover Street~ Carlisle, PA
JCP $. ADDRESS
TOTAL $435.00 (717) 243-3727
Filed . Qc.t..o.b.e.r...2.4..r~.: .2.0.0.3. .............
Call Bank M & T on 10/24/03 PHON£
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No. ~ Date
H105.143 Rev. ?/87 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
~'R,.T CERTIFICATE OF DEATH
IN NAME OF DECEDENT (First. Middle, Les~) - - STATE FILE NUMBER
ENT SEX I SOCIAL SECURITY NUMBER DATE OF DEATH (Monm, Day, Year)
:KINK AGE1' (t,,' ~,y)GladySl UNDERC' ~GaitMR 2.Female13. 202 - 20 - 2733 4. October 13, 2003
!PLACE OF OEATH tCheck onN o~le - see IflstmcUons o~l ~ sidel
UNDER 1 ~^Y OATE OF BIR13-1 BIRTHPLACE (City end
95 ¥~. u~m, D~ ~, Mm~, 'aug.3,1908 '?.Blanc~)urg,PA
~ ,'`. Cumberland Carlisle ,~ Thornwald Home
11o White
· o,~ ee.e dud ~I ]U.S. ARMED FORCES? I (,o.~ o~ i~n.a ~. ~p~ed} Divo~.ce~ (Spec/fy)' Menlie~,[ SURVIVING SPOUSE
~ Teacher I,,'`~zic SChool / Y"[] No~q
5
wet, wed
...~,,walo nO,~,e ACTUAL 17.. met° Pa Did 17¢. [] Yes. decedentl~ed~
442 Walnut Bottom Rd. S.,..t.,.~o..
,4. Carlisle, Pa 17013 o,o,her,~e) 17'.. Co,,,,, Cun~)erland ,o~,,~p?
~m~ ~a, ,~, ~ Carlisle
,m. ~rge W. Clauss ~,. Gatherine E. Gu~
~0~ Jay ~llet t ,N~OR~NrS U~UNG ADDRE~ (S~.
ME~ODmm~,T,ON IDATEOFD,s~smoN ~O,. 416 Limestone Rd., Carlisle, Pa 17013
~[] S--I~-~C~.~[]R~s,.~r~~ .... ~'~). 17, 2003 2, Ch
SIGNA~l~OFFU. NERAI'~RVlCEL!-t'~'~-$E. tr~J~PEI~ACTINGASSUCH211' O~(S~) [] 21b, ¢. ~J~.ull '~IU~I.~[.~' /21d' ·
a"#' ~~ //'~""~~ 122'`. 014819 L 122¢. -:=, N..anover St., Carlssle, Pa 17013
CAUSE (~m ~ ~ ~
'~ ~r fiNG PHYS~ ~ ...... ~ ~-- ~ deem ~ ~o~ ..........
21-2003-874
LAST WILL AND TESTAMENT
OF
GLADYS C. GALT
I, GLADYS C. GALT, of Borough of Carlisle, Cumberland County, Pennsylvania, declare
this to be my Last Will, hereby revoking all prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon
as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of administration of my estate.
BEQUESTS
THIRD: I give the indicated items to the following individuals who shall survive me:
(a) To John and Phyllis Galt, my engagement ring, wedding ring, peacock pin
(India) and Irvin's fraternity pin (pin-necklace);
(b) To Ruth Hallett, or her issue, my jewelry box and the contents thereof,
except those enumerated items in Subsection (a) immediately proceeding;
and
(c) I give all of my personal property and furnishings in my room at Thornwald
Nursing Home, 442 Walnut Bottom Road, Carlisle, Pennsylvania, to my
niece, Ruth Hallett, with the request, but not the direction, that she
distribute them among the family as she feels appropriate.
DISTRIBUTION OF RESIDUE
FOURTH: I give the rest of my estate as follows:
(a) To the issue, per stirpes, of my deceased step-daughter, Mary Gait Calvert,
Twenty-five (25%) percent;
initials
(b) To John W. Gait, my step-son, or his issue, per stirpes, Twenty-five (25%)
percent;
(c) To Robert C. Miller, my nephew, or his issue, per stirpes, Twenty-five
(25%) percent;
(d) To Deborah Hallett Stealing, my great-niece, or her issue, per stirpes,
Twelve and one-half (12.5%) percent; and
(e) To Jay Hallett, my great-nephew, or his issue, per stirpes, Twelve and one-
half (12.5%) percent.
APPOINTMENT OF EXECUTOR/RIX
FIFTH: I appoint KEYSTONE FINANCIAL BANK, N.A., Carlisle, Pennsylvania,
Executor of my will. I direct that my executor shall not be required to furnish security in any
jurisdiction.
I have signed this will this /~4'~day of August, 1999.
Gladys C. ~alt, Testatrix
Witness
Witne~ ~
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
(~t ~['~a~s' ~testatfix in' ~di~ Robert R. Black and
. , the witnesses to the last will, the attached or
for{~going instrument, who have signed the instrument, having been duly qualified according to
law do depose and say:
(a) that I, the testatrix, do hereby acknowledge that I signed and executed the
instrument as my last will, that I signed it willingly and as my free and voluntary act for the
purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testatrix sign and execute
the instrument as her last will, that she signed it willingly and executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the testatrix signed the will as a witness and that to the best of our knowledge the testatrix
was at that time 18 or more years of age, of sound mind and under no constraint or undue
influence.
Witness
Witnes:lo-~ '~2~
Notary Public
Notaria Seal
Susan K. Guyer, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Sept. 4, 1999
~Tu'~ r,-7~7;~ .i~ ~.iat~ n Of' N0tarlel
Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, PA 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Gladys C. Gait
Date of Death: October 13, 2003
Will No. 2003-00874 Admin. No. 21-03-0874
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 7, 2003.
Name Address
Sally Brown 444 Mill Race Road, Carlisle, PA 17013
Ann Calvert Goodpasture 900 Geddy Way, Alpharetta, GA 30022
Cynthia L. Bond 7630 County Road 50, Carver, MN 55315
John Calvert PO Box 4569 (Singapore Pouch), Houston, TX 77210
John W. Gait 30 Holly Avenue, Apt 404H, Shalimar, FL 32579
Robert C. Miller 3304 Curry Street, Yorktown Heights, NY 10598
Deborah Hallett Sterling 258 Ridge Hill, Mechanicsburg, PA 17050
Jay Hallett 416 Limestone Road, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date: Novembeff7, 2003 Signature:
Name:' . p ' , rust Officer
Address: Manufacturers and Traders Trust Company
One West High Street
Carlisle, PA 17013
· ~ - Telephone: (717) 240-4560
Capacity: Personal Representative
cc: Landis & Black
Robert R. Black, Esq.-Attorney for the Estate
36 South Hanover Street
Carlisle, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(I 1-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003414
MANUFACTURERS & TRADERS TR CO
1 WEST HIGH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $42,000.00
ESTATE INFORMATION: SSN: 202-20-2733
FILE NUMBER: 2103-0874
DECEDENT NAME: GALT GLADYS C
DATE OF PAYMENT: 01/06/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/13/2003
TOTAL AMOUNT PAID: $42,000.00
REMARKS:
CHECK//758403
· INITIALS' JA
i~ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF - PENNSYLVANIA
DEPArTmENT OF REVENUE
E:,EPT. 280 0' ' INHERITANCE TAX RETURN ,',t,:.u'".,:'. -'- - -.-.
' ' ' 2 1_ 0 3 0 $ 7 4:
HARRISBURG,
PA
17128-0601
DECEDENT
DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INmAI.) SOCIAL SECURITY NUMBER
Z GALT, GLADYS C. 202 - 20 -- 2733
"'
~'t DATE OF DEATH [MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETHRN MUST BE FILED IN DUPECATE WITH THE
~ 10--13~'2003 08-03-1908 REGISTER OF WILLS
0 '
iii (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~La 4. Limited Estate r~ 4a. Future Interest Coroprooroise Ca~e of~eath alt~ 12-12-~) 0 5. Federal Estate Tax Return Required
v
~oo
~a.m~"~ ~ 6. Decedent Died Testate (A~ach cow of w~) ~ 7. Decedent Maintaineda UvingTrust(Atac~c~.o'/ofTrust). . . _Q_ 8. Total Number of Safe Deposit Boxes
< F""I 9. Litigation Proceeds Received ~ 10. SpousalPoveltyCredit(date(~f~eahl~a~ea~2-3~and~.'~-95) ~ 11. Election to tax under Sec. Ol!3(A)(~s~o)
"' NAME ' COMPLETE MAILING ADDRESS
z Maria A Tompkins, Trust Officer Manufacturers and Traders Trust Co.
O '
'~ . FIRM NAME (~Appa=~e)
- c/o Maria A Tompkins, Tr Officer
~ One_....._~West .High Street, PO Box 220
~' TELEPHONE NUMBER
o . . . ~: car li. Sle:;
o 717-240-4560
1.. Real Estate (Schedule A) . ('1) --,- . . ..' · . : .. OFFICIAL USE ONLY
2. Stocks and 80nde (Schedule B) .(2) $ 6 1 4,6 6 6. 8 9 ~ ~. · .
3. Closely Held Corporalion. Partnership. Or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4) r". '
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) - 79,193.24~ ' ' ":~'
(Schedule E) I
6. Join!ly Owned Prope.~ (Schedule F) (6)
~J separate Billing RequeSted
:::::) 7. InlerNivos Transfers & Misbellaneous Non-Probate FYoperty {7)
I'" (Schedule G or L) ' '
<I: 8. Total Gross Assets (tote Lines 1-7) (8) $ 6 9 3,8 6 0.13
O ·
ILl . g. Funeral Exper~ses & Administrative Costa'(Sch~ule H) (9) 39,632.. 65
10. Debts of Decedent Mortgege Uabililies, & Liens (Schedule I) (10) 2,696.61
11. Total Beductkms (total Unes9 & 10) - . (11) 42 ~ 329.26
12. NetValue of Estate (Une 8 minus Line 11) (12) 651,530. $7
t3. Charitable and Governmental Bequests/Sec 9113 Trusts for wh ch an election to tax ha.s not been (13)
roede (Schedule J)
14. Net Value Subject to Tax (Line 12 roinuS Line 13) (14) 651, 530.
· SEE INSTRUCTIONS ON REVERSE SIDE FOR APPBCABLE RATES
~0 ' 15. ,~nount of Line 14 taxable at the spousal tax .....
~ rote, or traqsfers under Sec. 9116 (a)(1.2) .... x :0' .. (15)
. 16. Amount of [.ine14 taxabte at lineal mte 325,765.'44 : X .0 45 (16) . 14,659.44.. .
17. Amount of L!ne 14 taxable at sibling rate . . X .12 ' (17) .......
~ 18. Amount Of Une 14 taxable at mllateral rote 325,765.43 x .15 (18) 48 r 864. $1
-
- 19. Tax Due (19) 63,524 '. 25
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT: 280601 ~.
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITAN'~E AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003414
MANUFACTURERS & TRADERS TR CO
1 WEST HIGH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 $42,000.00
ESTATE INFORMATION: SSN: 202-20-2733
FILE NUMBER: 2103-0874
DECEDENT NAME: GALT GLADYS C
DATE OF PAYMENT: 01/06/2004
POSTMARK DATE: 00/00/0000
DATE OF DEATH: 1 0/1 3/2003
I
,.. TOTAL AMOUNT PAID: $42,000.00
REMARKS'
CHECK# 758403
INITIALS' JA
...... ~E~L ......................... · RECEIVED..BY: GLENDA FARNER STRASBAUGH
'" ~ ............ DEPUTY REGISTER OF WILLS
TAXPAYER
REV4503 ~X * (1.-~7)
~,~ SCHEDULE B
COMMONW~L~'~O~ ~.S~W~ STOCKS'& BONDS
INHE~TANCE T~
RESIDENT DECEDENT
ESTATE OF
GL~YS C. G~T FILE NU~_0874
All prope~ ~in~ed ~ right of suw~omhip must ~ disclosed on ~h~ule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF D~TH
1. 20454.972 ~TS ~ Group F~ds 199,435.98
D~ation Go~ Bd -Int 1 - Fd gl20
2. 40002.978 ~its ~ Group F~ds 415,230.91
Intermediate Te~ Bd - In~ 1 - Fd ~220
TOTAL (Also enter on line 2, Recapitulation) $ 614,666.89
(If mom .~nnce. ~.~ n~e.d.~, in.~e.d nddifinnnl .~hP.~.t.~ nf fh~..~nm~..~i7~
REV-I~8 EX * (1-97} ~
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
R£SIDENT DECFD;NT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
G],AD¥S C. GAL,T 2 !-03-0874
Include the proceeds of litigation and the date the proceeds were received by the estate. All pmpen'7 jointly.owned wi~ the right of survivorship must be disclosed on ~cheduie F.
ITEM VALUE AT CATE
NUMBER DESCRIPTION OF DEATH
'-!. Hoffma~-P, oth- RcfundonprcpaidFtmcra]c×pcnscs 903.10
2. Persona] property as appraised 307.00
3. Ladies ]gngagcmcnt Ring as appraised 375.00
4. iVI~B Prime Money Maxkct Ytmd '77,608.14
TOTAL (Also enter on line 5, Recapitulation) $ 7~), ]~)3.24
October 24, 2003
TO: Marie Tompkins
M & T Bank
One West High Street
Carlisle,Pa. 17013
FROM: Benny Rowe
Appraiser/Auctioneer
2505 Ritner Highway
Carlisle, Pa. 17013
RE: Gladys Galt, Thornwald Home, Personal property appraisal
at current Auction market value.
Cherry Chest on Chest $ 90.00
Zenith Color T V 45.00
Magazine Rack 4.00
Mahogany Lamp Stand 12.00
Maple one drawer stand 15.00
Storage Chest 5.00
Platform Rocker 8.00
Brass Floor Light 10.00
Foot Stool 8.00
Rug 2.00
Needlepoint Chair 45.00
Misc. 22.00
1909 Barber Half dollar 6.00
Costum~~ Jewlery 35.00
TOTAL $307.00
M. RUTLAND
GOLDSMITH · JEWELER
CERTIFIED GEMOLOGIST
ESTATE OF GLADYS GALT
One 14 karat white gold ladies style ring holding three diamonds.
The ring has a 5.8mm square box illusion head holding one RBC cut
diamond in the center and one .015Carat single cut round diamond on
each side of the box head. The single cut diamonds are each set in oval
illusion heads with millgraining on the top edge. The shank is a twist
style and is 1.7mm in width. The center diamond has an average girdle
diameter of 3.82mm. and depth of 2.89mm. It has an approximate
weight of 0.28Carats. Its clarity is SI1 (it has a natural on the girdle).
The color is E-H. The total weight of the ting is 1.60 Dwts.
Value $375.00
On this day of Nov. 11, 2003 1 have examined the above article.
The diamonds were graded as the mounting permits and all measures
are approximate. This appraisal is for estate purposes only.
~=V-lSI1EX *, (1-g7)
SCHEDULE H
COM~NWE~.TH~OF PE,,SYLWa FUNERAL EXPENS,ES &
~.HE~C~ m ,ETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GLADYS C. GALT 21-03-0874
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUN~Jp~ENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Pers~mal Repmsenta'dve's Commissions 'M&T Bank, Executor 25,316.00
Name of Pemonal Representative (s)
Social Security Number(s) / EIN Number of Personal Representa~ve(s)
SlreetAddmss One West High Street
cb Carli£le SM PA Z3p 17013
Y~ar(s) Commission Paid:
2. ^ttomey Fees Robert R. Black, Esq.. i2,600.00
3. Family Exemption: (If decedents address is not the same as claimant's, attac~ explanation)
Claimant
Street Address
Cb. Slate.~.;';p
Relationship of Claimant to Decedent
4. Probate Fees - Register of Wills 435.00
5. Legal Advertising in Cumberland Law Journal and The Sentinel 188.95
6. Rowe's Antiques - personal property, appraisal 45.00
7. M: Rutland - Appraisal for Ladies Engagement Ring 47.70
8. Miscellaneous Filing and Closing Costs 1,000.00
TOTAL (Also enter on line 9, Recapitulation) $ 39,632.65
(If more space is needed, insert additional sheets of the same size)
SCHEDULE I
co~o.w~o~...~w.,~ DEBTS OF DECEDENT.
RESIDENTOECED~ MORTGAGE LIABILITIES~ & LIENS
ESTATE OF FILE NUMBER
GL~YS C. G~T 21-03~874
Include unreimbum~ medical ~penses,
ITEM
NUMBER DESCRIPTION AMOUNT
]. United Ch~ch of C~st Homes - fin~ ~si,~ home bU]
2. P~mcfica - prcsc~pfio~ ~ cxpc~sc
3. Co~o~wca]~ of PA - Ecimb~sc for ovc~aymc~t 203. ] 8
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
SCHEDULE J
coM .w oF EN.SY v . B E N E F lC E S
~A~ OF R~ NUMBER
GL~YS ~. G~T 2 ]-03-0~74
RE~TIONSHIP TO DECED~T AMOUNT OR S~RE
NUUBER ~E AND ADD.SS OF PERSOn(S) RECEIVING PROPER~ ~ ~t U~ Tm~s) OF ESTATE
[. T~B~ DIST~JBUTIONS (include ou~ght s~usal dis~bufions)
2. ~ ~lvc~ Goodpastum, 900 G~d~ Way, G~d~u~t~; ~ P~; P~ph
~ph~a~ GA 30022 ~ ~A) 25%'of~csiduc
4. Jo~ ~Ive~ P.O. Box 4569 (Singapore Pouch), G~dson ~ '
Houston, TX 77210
5. Jo~ W. G~L Est., ~OD: 11/11/03), 30 Holly Ave., Step-son ~B) 25% of Residfie
Apt. 404H, S~it~, FL 32579
6. Robert C. Miller, Nephew, deceased 10-30-2000
Jeffrey Robe~ ~ller, 3304 C~ St. Yorktown Heights, ~ 10598 Great- Nephew~
Elizabe~ ~ Finger, 147 Smithtown Rd., Fiskfll, ~ 12524 Great-Niece ff (C) 25% of Residue
John ~ller, 457 Clove Rd., Mo~oe, ~ 10950 Great-Nephew J
7. Deborfl~ Halle~ Sterling, 258 ~dge Hill, Mec~icsburg, PA 1705~ Great Neice ~D) 12.5% of Residue
8. Jay Hallett, 416 Lh~estone Road, Cghsle, PA 17013 Great Nephew ~) 12.5% of Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR_OUGH 17, AS APPROPRIATE ON REV 1500 COVER SHEET
I_[. NON-TAXABLE Dl~5 ~IBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. 0
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1, 0
TOTAL OF PART 1-1'. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV 1500 COVER SHEET $ 0
(if more space is needed, insert additional~'sheets of the same Size)
LAsT WILL AND TESTAMENT
OF
GLADYS C. GALT
I, GLADYS C. GALT, of Borough of Carlisle, Cumberland County, Pennsylvania, declare
this to be my Last Will, hereby revoking all prior wills and codicils.
FUNERAL E~PENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon
as may be convenient a~er my death.
PAYM~ENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of administration of my estate.
BEQUESTS
~ TH~: I give the indicated items to the following individuals who shall survive me:
;~ (a) To John and Phyllis Gait, my engagement ring, wedding ring, peacock pin
i~, (India) and Irvin's fraternity pin (pin-necklace);
(b) To Ruth Hallett, or her issue, my jewelry box and the contents thereof,
except those enumerated items in Subsection (a) immediately proceeding;
and
(c) I give all of my personal property and furnishings in my room at Thomwald
Nursing Home, 442 Walnut Bottom Road, Carlisle, Pennsylvania, to my
niece, Ruth Hallett, with the request, but not the direction, that she
distribute them among the family as she feels appropriate.
DISTRIBUTION OF RESIDUE
FOURTH: I give the rest of my estate as follows:
(a) To the issue, per stirpes, of my deceased step-daughter, Mary Gait Calvert,
Twenty-five (25%) percent;
initials
(b) To John W. Gait, my step-son, or his issue, per stirpes, Twenty-five (25%)
percent;
(c) To Robert C. 1Wilier, my nephew, or his issue, per stirpes, Twenty-five
(25%) percent;
(d) To Deborah Hailer Sterling, my great-niece, or her issue, per stirpes,
Twelve and one-half (12.5%)percent; and
'(e) To Jay I-Iallett, my great-nephew, or his issue, per stirpes, Twelve and one-
half (12.5%) percent.
APPOINTMENT OF EXECUTORIRIX
FI~TH: I appoint KEYSTONE FINANCIAL BANK, N.A_, Carlisle, Pennsylvania,
Executor of my will. I direct that my executor shall not be required to furnish security in any
jurisdiction.
I have signed this will this /,/]-)~'~day of August, 1999.
' dys C. ~alt, Testatrix
Witness
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
I, Glad~'s, Ca Gait, the testatrix in, and Robert R. Black
(~A,3I,.. 3-~ , the witnesses to the last will, the attached or and
foregoing instrument, who have signed the instrument, having been duly qualified according to
law do depose and say:
(a) that I, the testatrix, do hereby acknowledge that I signed and executed the
instrument as my last will, that I signed it willingly and as my free and voluntary act for the
purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testatrix sign and execute
the instrument as her last will, that she signed it willingly and executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the testatrix' signed the will as a witness and that to the best of our knowledge the testatrix
was at that time 18 or more years of age, of sound mind and under no constraint or undue
influence.
Witness~~-'~~
Notarial Seal 1
Susan K. Guyer, Notary Publl~
Carilsle Boro, Cumberland County /
COMMONWEALTH OF PENNSYLVANIA ]
COUNTY OF CUMBERLAND j' ss:
Mahufacturers and Traders Trust ComPanY
being duiy sworn according fo law, deposes and Say~' ~'haf' th~' ~E~for-': '' '~ '~'" '"
of the Estate of ~ladys C, Gait
late of ~~-.~~h ., Cumberland County, Pa., deceased and that the
wlth~n ~s an ~nvenfory.made bY Manufacturers and TraderS Trust Co, the sa~d Executor
of fha entire e'sfafe of said decedent, cons;sling of all %he personal property an~ real estate, except real estate ou%s~de
the Commonwealth of Pennsylvania, %nd fhaf the figures opposite each item of the Invenf6~y represent it's {a~r value
as of the date of decedenf's death.
~,'_ .> ~ ~00~ ~a~c~urers ~,,~ '~ra~ers ~rus~ Com~a~
~!~. .~.0. ~ox 220
~o,~,se~', ~ Carlisle, PA i70i3
I Carlisle Boro, Cumberland County I ~ Addres,
j My Commission Expires Nov. 22, 2004 J
Member, Pennsylvania Association ct Notaries
Date of Dea*h ~3~' Octobe~ 2003
Day Month Year
INSTRUCTIONS
I: An inventory must be filed within three months after appolnfmenf of personal representative.
2. A supplement inventory must be filed within fhlrfy days of discovery of additional assets.
3. Additional sheets may be affached as fo personalty or realty
4. Se~ Article IV, Fiduciaries Act of 1949.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280~.01
i;;ARRIS~JRG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
, NO. CD 003756
M & T INVESTMENT GROUP
C/O MARIA A TOMPKINS TR DEPT
ONE WEST HIGH ST PO BOX 220
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fo;d
~ 101 $19,313.79
ESTATE INFORMATION: SSN: 202-20-2733
FILE NUMBER: 2103-0874
DECEDENT NAME: GALT GLADYS C
DATE OF PAYMENT: 04/02/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/13/2003
TOTAL AMOUNT PAID: $19,313.79
REMARKS: M &TINVESTMENTGROUP
...... C/O MARIA A TOMPKINS TR DEPT
CHECK//200168758
.... SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COHHONgEALTH OF PENNSYLVAN'fA ~
BUREAU OF ZNDZVTDUAL TAXES DEPARTHENT OF REVENUE
'rNHERZTAHCE TAX DTVTSTON
DEPT. 280601 NOTZCE OF ZNHERZTANCE TAX
HARRTSBURG, PA 17118-0601 APPRAISENENT, ALLO#ANCE OR DTSALLOHANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX REV-X647 EX AFP (01-OS)
DATE 05-24-200~
~,~. ESTATE OF GALT GLADYS C
DATE OF DEATH 10-15-2005
FZL£ HUNBER z~ o$-o87~
'04 l~" ~ ~i :0~OUNTY CUNBERLAND
HARZA A TONPKZNS ACN 10!
1N H~GH ST I kmoun~ Reei~ed
PO BOX ZZ0 ~
CARLISLE PA ~70]~!F~;i
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGISTER OF N~LLS
CUHBERLAND CO COURT HOUSE
CARL~SLE~ PA ~7015
CUT ALONG TH/S LZNE ~ RETAZN LOHER PORTZON FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRA/SEHENT, ALLO#ANCE OR DZSALLOgANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF GALT GLADYS C FZLE NO. 21 0~-087~ ACN 101 DATE 05-2~-200~
TAX RETURN HAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVAT/ON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN
1. Reel Es~a~e (Schedule A) (1) . O0 NOTE: To insure proper
2. S~ocks and Bonds (Schedule B) (2) 61~666.89 credi~ ~o your account,
5. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) ($) . O0 submi~ ~he upper portion
~. Nor~cgeges/No~ces Receivable (Schedule D) (q) . O0 of this fore ~ith your
5. Cash/Bank Deposi4:s/Hisc. Personal Proper~cY (Schedule E) (5) 79 119-~ .~ ~ax payment:.
6. Jointly O~ned Proper~y (Schedule F) (6} . O0
7. Transfers (Schedule G) (7) .00
(8} 695,860.15
8. To,al Asse~s
APPROVED DEDUCTZONS AND EXENPTIONS: $9,652.65
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Deb~s/Nor~gege Liabilities/Liens (Schedule Z) (10) 2; 696.61
(11) (f2 .~29.
11. To~el Deductions 651,530.87
12. Ne~ Value of Tax Re~urn (12) . O0
15. Cheri~cable/governmen:~al Bequests; Non-elected 9115 Trusts (Schedule J) (15)
lq. Ne~ Value of Es~ca~ce Subjec~ ~o Tax (lq) 651,550.87
NOTE: Zf an assessment ,as issued prev/ously, 1/nee 14, 15 and/or 16, 17, 18 and 19
re~lect f/gures that /nclude the total of ALL returns assessed to date.
ASSESSHENT OF TAX: .00 x O0 = .00
15. Amoun~ of Line lq a~ Spouse1 ra~e (15)
16. Amoun~ of Line lq ~exable a~ Lineal/Class A ra~e (16) $25,765.qq X Oq5: lq,659.qq
17. Amoun~ of Line 1~ at Sibling ra~e (17) . O0 X 11 = . O0
18. Aeoun~ of Line 1~ ~axeble a~ Collateral/Class B re~e (18) $25,765.~$ X 15 = ~8,86~.81
(19): 6~,52~ .25
19. Principal Tax Due
TAX CREDZTS:
I PAYMENT I RECEZPT DzSCDUNT (+J AHOUNT PAZD
I DATE I NUNBER INTEREST/PEN PAZD (-)
CD005~1~ 2,210.55 ~Z,O00.O0
TOTAL TAX CREDZT / 65,52~.$2
BALANCE OF TAX DUE .07CR
ZNTEREST AND PEN. .00
TOTAL DUE . 07CR
~ IF PAZD AFTER DATE ZNDZCATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYNENT ZS REQUZRED.
FOR CALCULATZON OF ADDZTZONAL ZNTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.
RESERVATION: Estates of decedents dying on or before December 1Z, 19BI -- if any future interest in the estate is transferred
in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (coZZatmral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYNENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILES, AGENT
REFUND (CR): A refund of a tax credit, mhich was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-Z313). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-562-Z050~ services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Beard of Appeals, Dept. ZBIOZ1, Harrisburg, PA 17128-1D21, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADNIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should bo addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of
the tax paid is allowed.
PENALTY: The 152 tax amnesty non-participation penalty is computed on the totml of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner end in the the same time period es you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the data of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after
January l, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 202 .0005~8 1988-1991 llZ .000501 ~ 92 .000247
1983 162 .000438 1992 92 .000247 2002 62 .000164
1984 112 .000301 1993-1994 72 .000192 2003 5Z .000137
1985 132 .000356 1995-1998 92 .000247 Z004 42 .000110
1986 102 .000274 1999 72 .000192
1987 102 .000274 2000 72 .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date show~ o~ the
Notice, additional interest must be calculated.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DMSION
NO. 21-03-0874
ESTATE OF GLADYS C. GALT, DECEASED
LATE OF BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
MANUFACTURERS AND TRADERS TRUST COMPANY
SUCCESSOR IN INTEREST TO KEYSTONE FINANCIAL BANK, N.A.
Date of Death: October 13, 2003
Date Letters Testamentary issued: October 24, 2003
Date of First Complete Advertising of Grant of Letters: November 20, 2003
Account Slated To: June 15, 2004
SUMMARY & INDEX
PRINCIPAL PAGES
Receipts I $693,928.56
Net Gains or (Losses) on Conversions ! (1,813.74)
Less Disbursements 1-2 (104,171.05)
Balance before Distributions 587,943.77
Distributions to Beneficiaries 2 (682.00)
Principal Balance Remaining $587,261.77
INCOME
Receipts 2 $ 6,233.22
Less Disbursements 3 (229.06)
Income Balance Remaining 6,004.16
COMBINED BALANCE REMAINING ' $593,265.93
PRUNCIPAL RECEIPTS
Per copy of Inventory fred $693,860.13
Subsequent Receipts/Adjustments
2004
Mar. 15 Penn State University -benefits refund 16.00
April 6 Pharmerica Pharmacy refund 64.43
May 10 Smith Elliott Kearns & Company, LLC (275.00)
2003 preparation of final individual income tax returns
May 10 2003 PA Individualtax refund 263.00
TOTAL PRINCIPAL RECEIPTS $693,928.56
NET GAINS (LOSSES) ON CONVERSION OR DISPOSITION OF ASSETS
Gains (Loss)
2003
Nov. 5 40,002.978 units MTB Intermed Term Bd. Inst. Fd #220
Proceeds - $414,030.82
Cost Basis- 415,230.91 $ 1,200.09
5 20,454.972 units MTB Duration Govt. Bd. Inst. Fd #120
Proceeds - $198 822.33
Cost Basis - 199,435.98 613.65
NET GAIN (LOSS) TRANSFERRED TO SUMMARY 0.00 ($ 1,813.74)
PRINCIPAL DISBURSEMENTS
2003
Oct. 22 Register of Wills - Petition for Probate & short certificates 435.00
27 United Church of Christ Homes-final nursing home bill 2,370.87
27 Pharmerica-prescription charges 122.56
29 Cumberland Law Journal-legal advertising 75.00
Nov. 4 Rowe's Antiques-appraisal of personal property 45.00
13 M. Rutland Jeweler-appraisal fee for ladies engagement ring 47.70
18 Commonwealth of PA-reimburse PSERS for overpayment 203.18
Dec. 19 The Sentinel-legal advertising 108.95
-1-
PRINCIPAL DISBURSEMENT (continued)
2004
Jan. 6 Register of Wills, Agent-estimated PA Inheritance Tax payment 42,000.00
8 Cumberland Lasv Journal-request for receipt of legal advertising 5.00
Mar. 4 RegisterofWill-shortcertiflcate 3.00
30 Register of Wills, Agent-PA Inheritance Tax due 19,313.79
30 Register of Wills-cost to file PA Inheritance Tax return 25.00
and inventory
Reserve for the following:
_M&T Bank-executors fee 25,316.00
Robert R. Black, Esq. - attorneys fee 12,600.00
Miscellaneous administrative & closing costs 1,500.00
TOTAL PRINCIPAL DISBURSEMENTS $104,171.05
DISTRIBUTION TO BENEFICIARIES
2003
Dec. 5 Deborah Hallett Sterling & Jay Hallett-distribution-in-kind of
Personal property at Thornwald Home per Paragraph Third:(b)(c) $ 307.00
2004
Jan. 23 Phyllis Gait-distribution-in-kind of one ladies engagement ring
Per Paragraph Third: (a) 375.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES $ 682.00
INCOME RECEIPTS
Nov. 2003 to
June 2004 MTB Prime Money Market Fund-interest $ 2,492.34
Nov .2003 to
June 2004 MTB Duration Govt. Bd-interest 326.69
Nov. 2003 to
June 2004 MTB Intermed Term Bd-interest 1,034.14
2003
Nov. 18 Gladys C. Galt Trust-interest after date of death 2,380.05
TOTAL INCOME RECEIPTS $ 6,233.22
-2-
INCOME DISBURSEMENTS
Nov. 2003 to
June 2004 M&T Bank-fee $ 229.06
TOTAL INCOME DISBURSEMENTS $ 229.06_
MA~CFACT~ND TRADERS TRUST COMPANY
M(Lria A. Tompkins~ ~us~ Officer
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND :
Maria A. Tompkins, Trust Officer, Manufacturers and Traders Trust Company,
being duly sworn, depose and says that the foregoing Account, both as to the items of
charge and discharge, are just and true to the best of her knowledge and belief.
MA~i;'ACTU~D TRADERS TRUST COMPANY
Mai~_a A, Tompking, Yrust Officer
Sworn to and Subscribed before me
this ] ~ day of k~-cLt ~4 ,2004.
Notary Public I '
Notarial Seal
Gwendolyn E. Killian, Notary Pub;ic
Carlisle Boro, Cumberland County
My Commissio~ Expires Nov. 22, 2004
-3-
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY~ PENNSYLVANIA
ORPHANS' COURT DMSION
NO. 21-03-0874
Estate of GLADYS C. GALT, Deceased
Late of Borough of Carlisle, Cumberland County, Pennsylvania
PROPOSED SCHEDULE OF DISTRIBUTION
Balance for distribution as per First and Final Account filed $59~3,265.93
DISTRIBUTION
Sally Brown - 25% of Residue of Estate-per Paragraph Fourth (a)
shared equally with four siblings Principal cash - $36,703.86
Income cash 375.26 $ 37,079.12
Ann C. Goodpasture-25% of Residue of Estate-per Paragraph Fourth(a)
shared equally with four siblings Principal cash - $36,703.86
Income cash 375.26 37,079.12
Cynthia L. Bond-25% of Residue of Estate-per Paragraph Fourth (a)
shared equally with four siblings Principal cash - $36,703.86
Income cash 375.26 37,079.12
John Calvert-25% of Residue of Estate-per Paragraph Fourth (a)
shared equally with four siblings Principal cash - $36,703.86
Income cash 375.26 37,079.12
John W. Gait Estate-25% of Residue of Estate-per Paragraph Fourth (b) Principal cash - $146,815.45
Income cash 1,501.04 148,316.49
Jeffrey Robert Miller -15% of Residue of Estate-per Paragraph Fourth (c)
shared equally with three siblings Principal cash - $48,938.48
Income cash 500.35 49,438.83
Elizabeth Ann Finger - 15% of Residue of Estate-per Paragraph Fourth (c)
shared equally with three siblings Principal cash - $48,938.48
Income cash 500.35 49,438.83
John Miller-15% of Residue of Estate-per Paragraph Fourth (c)
shared equally with three siblings Principal cash - $48,938.48
Income cash 500.34 49,438.82
Deborah Hallett Sterling-12.5% of Residue of Estate-per Paragraph Fourth (d)
Principal cash - $73,407.72
Income cash 750.52 74,158.24
Jay Hallett -12.5% of Residue of Estate-per Paragraph Fourth (e) Principal cash - $73,407.72
Income cash 750.52 74,158.24
TOTAL PROPOSED DISTRIBUTION $59~3,265.93
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
Gladys C. Gait, passed away on October 13, 2003. The above distribution is proposed in accordance
with the terms of the Last Will and Testament of Gladys C. Gait, late of the Borough of Carlisle,
Cumberland County, Pennsylvania.
Manufacturers and ~Trad~Trust Co., Executor
4. ~laria A. Tompl~inS, Trust Officer
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND :
Maria A. Tompldns being duly sworn according to law, deposes and says: that she is the Trust
Officer of Manufacturers and Traders Trust Company, the Accountant in the Estate of
Gladys C. Gait and that the facts set forth in thc Statement of thelleasons for Proposed
Distributions are true and correct to the best of her knowlcdge~rmation
and
belief.
Mfi~'La A. Tompkin~ ~rust Officer
Sworn to and subscribed befor~ me
this !ri_ dayof -.~'~[~ ,2004.
Notary Public ["
NotarJa! Seai
GWendoyn E, Kil/ian, Notary
Cadisle Boro Cumberland Count,
My Commission Expires Nov, 22,
1 of the reel and personal estate of
t nvent¢,,~/
GLADYS C. GALT deceased
199.435.98
1. 20454.972 UNITS MTB Groul~ Funds
Duration Govt Bd - Iht 1 ~Fd #120
415.230~91
2. 40002.978 milts MTB Group FmMs
Intermediate Tenu Bd - Inst 1 - Fd #220
Hoffman-Rot~ - Refund on prepaid Funeral expenses 903· 10
307.00
4. Personal propert7 as appraised
5 Ladies Engagement Rirtg as appraised 375.00
77.608.
14
MTB Prime Money Market Ftmd
Total inventory ;:~,,~g6~)3,860'13:
COMMONWEALTH OF pENNSYLVANIA
COUNTY OP CUMBERLAND
Mahufactur_ers and T~aders Trust Company
being duJy sworn according +o Jaw, deposes and says tha~ th~ a~P- E~P~l]for"
of +he Esfa+e of ~ladys C. Galt
Jafe of -- Ca~21is~Le_~Roro~gh , Cumber~an~ Co6n~y, Pa., deceased and ~ha~ fhe
wi%bin ~s an ;nYenfory maSe by Manufacturers and Traders Trust CQ, +he sa;d Executor
of ~he entire e'sfafe o~ sa~ Hece~enf, consisting o~ a~ ~he persona~ proper~y an~ ~ea~ es~a%e, excep~ ~ea~ estate
fha Commonwealth of Pen~sy[vanla, 'an~ fha+ the f~gures opposite each ~+em of %he Inventory represent it's ~a~r value
as of ~he ~afe o~ ~eceden~'s dea+h.
Sworn and subscribed before me,
r; J I ) ~_ 2004 Man~cturers ~a 5~s Trust Company
P.O. Box 220
- [ -- - - Carlisle, PA 17013
N0tar a
Sea
' ' ', ' J gwendoiyn E. Ki~lJan, Nota~ Public Ad~ress
,., [ Carlisle Boro, Cumberland Cou~
.,- '; ~ ~My Commission Expires Nov. 22. 2004
Member Pennsyivaq~a Association ot Notaries
Da~e o~ De&'Jh:~ 13th Oc%ober 2003
INSTRU~TION~
I: An ~nven~ory musf be fi[ed wlfhin %hree months a~fer appo~nfmen% of personal re presentaHve.
2. A ~upplemenf inventory musf be fi]ed within ~hlr%y ~ays
3. AddH~onal shee%~ may be a~ached as ~o personally or rea[~y
4. Se~ ArHcle IV, Fiduciaries Acf of 1949.
LAST WILL AND TESTAMENT
OF
GLADYS C. GALT
I, GLADYS C. GALT, of Borough of Carlisle, Cumberland County, Peansylvania, declare
this to be my Last Will, hereby revoking all prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon
as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of administration of my estate.
BEQUESTS
THIRD: I give the indicated items to the following individuals who shall survive me:
(a) To John and Phyllis Galt, my engagement ring, wedding ring, peacock pin
(India) and Irvin's fraternity pin (pin-necklace);
(b) To Ruth Hallett, or her issue, my jewelry box and the contems thereof,
except those enumerated items in Subsection (a) immediately proceeding;
and
(c) I give all of my personal property and furnishings in my room at Thornwald
Nursing Home, 442 Walnut Bottom Road, Carlisle, Pennsylvania, to my
niece, Ruth Hallett, with the request, but not the direction, that she
distribute them mnong the family as she feels appropriate.
DISTRIBUTION OF RESIDUE
FOURTH: I give the rest of my estate as follows:
(a) To the issue, per stirpes, of my deceased step-daughter, Mary Galt Calvert,
Twenty-five (25%) percent;
initials
(b) To John W. Gait, my step-son, or his issue, per stirpes, Twenty-five (25%)
percent;
(c) To Robert C. Miller, my nephew, or his issue, per stirtges, Twemy-five
(25%) percent;
(d) To Deborah Hallett Sterling, my great-niece, or h~r issue, per stirpes,
Twelve and one-half(12.5%) percent; and
(e) To Jay Hallett, my great-nephew, or his issue, per stirpes, Twelve and one-
half (12.5%) percent.
APPOINTMENT OF EXECUTOR/RIX
FIFTH: I appoint KEYSTONE FINANCIAL BANK, N.A., Carlisle, Pennsylvania,
Executor of my will. I direct that my executor shall not be required to furnish security in any
jurisdiction.
I have signed this will this /54_~day of August, 1999.
01adys C. ~alt, Testatrix
Witness
Witnett~4~1-- ~
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
I, Gladl!, ~/~.G~I~, ~? testatrix in, and Robert R. Black and
~(~ ~ C~- at-gJ'3~°~'a ' , the witnesses to the last will, the attached or
~oing instrument, who have signed the instrument, having been duly qualified according to
law do depose and Say: · hereb acknowledge that I signed and executed the
a that I, the testatrm, do . 'Y' - my free and voluntary act for the
) . ' ' tllm 1 and as ~
instruJ~nt as my last wall, that I s~gned n w g Y
purposes therein expressed; and
· nesses, were present and saw the testatrix sign and execute
(b) that w,e, t.he_.~t~.., 4~e si~ned it willingly and executed it as her free and
the instrument as Ber last win, t,~L o,, ~ .
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the testatrix signed the will as a witness and that to the best of our knowledge the testatmc
was at that time 18 or more years of age, of sound mind and under no constraint or undue
influence.
Witness
Notarial Seal
~S~lsan K. Guyer, Notary Public
Ca,~ sis Boro. Cumberland County
Ely Commission Expires Sept. 4, 1999
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~%C9 ~.
Date of Death: /3
will No. . ^dmin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, ! report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No__
2. If the answer is ~No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. ! is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No~ (if any) for
the personal representative's account is:
c. Did the personal representative stat~ an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, J~inde~ and
approvals of formal or informal accounts may be filed wl4~h the
Cerk of the Orphans' CoUrt and
may ~e attached to this report.
~ig ,~re
(( ace t~Pe ~r print)
Address , ,
Tel. No.
Capacity: ~ Personal Representative
Counsel for personal
(MAH:rmf/AM3) representative
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Gladys C. Galt
Date of Death: October 13, 2003
Will No. 21-03-0874
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes [] No []
2. If the answer is NO, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a fmal account with the Court?
Yes [] No []
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A
c. Did the personal representative state an account ~formal~ to the
parties in interest? Yes [] No []
d. Copies of receipts, releases, joinders and approvals of f6hnal or
informal accounts may be filed with the Clerk of the O~ans' Court
and may be attached to this report.
Date: October (40 ,2004
Robert R. Black, Esq.
36 South Hanover Street
Carlisle, Pennsylvania 17013
(717)243-3727
Capacity: Personal Representative
X Counsel for Personal Representative