Loading...
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