HomeMy WebLinkAbout03-20-09 (2)
1505607120
REV-1500
PA Department of Revenue Fx (O6-OS) OFFICIAL USE ONLY
Bureau of Individual Taxes county case year F,le Number
PO 60X.280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 8 12 8 6
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
12 21 2008 07 31 1921
Decedent's Last Name Suffix Decedent's First Name MI
COLLITT JOSEPHINE I,
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffer Spouse's First Name Ntl
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
X^ 1. Original Retum ^ 2. Supplemental Rehm ^ 3, Remainder Retum (date of death
poor to 12-13-82)
^
4. Limited Estate ^ qa_ Future Irnereel Camgomce
(sate a eeaut aner 12-1z~az) ^ 5. Fetlerel Estate lax Retum Required
g, DBCederrt Dietl Testate ^
(Anach Copy m w,lq 7. Decetlent Meirrcahee a Living Trust
(Atlarli copy m Tnuq 0 e. Total Number of Safe Deposit Boxes
^ 9. Litigatlon Proceetls Received ^ 10. Spousal Poveny Cretle (eats a/ OaaN
between 12x1-91 one 1-7-sE) ^ 11. Election to fax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS BECTON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTULL TAX INFORMATION SHOULD BE DIRECTED TO:
Name
Daytime Telephone Number
JAMES D. BOGAR 717 737 8761
Finn Name (If Applicable)
BOGAR & HIPP LAW OFFICES
First Ilne of address
ONE WEST MAIN STREET
Second llne of address
City or Post Office State LP Code
SHIREMANSTOWN PA 17011
correspondent's a-mail address: jbogar~bogarlaw.com
Under penalties of perjury, I declare that I have examined this return, inUutling accompanying schedules antl statements, antl to the best of my knowledge antl belie!,
ft is We, correct and complete. DeUaration of preparer other Nan the personal representative Is based on all information of which preparer has any knowledge.
SIGNA7LRE OF}jERSON RE$PONSIB FOR FILI G RETURN DATE
/l/I`/{-~~-~'P'r~ ~~~-~~./1'~ Jessica L. Gardner - ~ j~ q/;TG~
,ccv one oaa, Mechanicsburg, PA 17055
SIGNAT E OF REPAREI; ER THAN REPRESENTATIVE
~I// DATE
James D. Bogor
ADDRESS
One West Main Stre t, Shiremanstown, PA 17011
L Side 1
1505607120 1505607120
REGISTER ORtIyILLS USE ON4Y.
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1505607220
REV-1500 EX
Decedent's Social Security Number
~~adenrs Nxme~ Josephine L. Collitt
RECAPITULATION
1. Real Estate (Schedule A) ..................................................................................... ..... 1.
2. Stacks and Bonds (Schedule B) ........................................................................... .... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)...... .... 3.
4. Mortgages 8 Notes Receivable (Schedule D) ...................................................... .... 4. 9, 0 0 0. 0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. ... 5. 7 6 , 8 0 4 . 2 5
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested .......... ... 6. 2 , 9 3 8 . 8 3
7. Inter-Yvos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested .......... ... 7,
8. Total Gross Assets (total Lines 1-7) ..................................................................... .. 8. 8 8, 7 4 3. 0 8
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... .. 9. 1 2 , 4 0 0 . 6 8
10. Debts of Decedent, Mortgage Liabili8es, & Liens (Schedule I) .............................. .. 10.
11. Total Deductions (total Lines 9 & 10) .................................................................... .. 11. 1 2 , 4 0 0 . 6 8
12. Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 7 6 , 3 4 2 . 4 0
13. Chadtable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................ . 13.
t4. Net Value Subject to Tax (Line 12 minus Line 13) ............... .......................
.......... . 14. 7 6 , 3 4 2 . 4 0
7AX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .o0 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate x .045 7 6, 3 4 2. 4 0 16. 3, 4 3 5.41
17. Amount of Line 14 taxable
at sibling rate X t2 0. 0 0 17 0. 0 0
18. Amount of Line 14 taxable
at collatersl rate X .15 0. 0 0 18. 0. 0 0
19. Tax Due ..................................................................................................................... 19. 3 , 4 3 5.41
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
I_ Side 2
1505607220 1505607220 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-08-1286
DECEDENTS NAME
Josephine L. Collitt
STREET ADDRESS
4833 East Trindle Road
cITY
STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Taz Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
p, Interest
E. Penalty
Total Credits (A + g+ C)
Total lnteresUPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(1) 3,435.41
(2) 171.77
(3)
(4)
(5> 3,263.64
(SA)
(56> 3,263.64
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN'rX" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property Vansferred :............................. n n
.....................................................
b. retain the dght to designate who shall use the property Vansferred or its income :............ x
........................
c. retain a reversionary interest; or ...........................................
.......................................................................
d. receive the promise far life of either payments, benefits or care?..........
. x
.
......................................
2. If tleath occuned after December 12, 1962, did decedent transfer property within one year of death without x
receiving adequate consideration? ....................................................................................................................... ^ 0
3. Did decedent own an "in trust fol' or payable upon death bank account or security at his or her death?......... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains b f '
a ene iciary designation? .............................................. ^ ^x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN.
For dates of death on or after July 1, 1994-and before January 1, 1995, the taz rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of tleath on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does no[ exempt a transfer to a surviving spouse from taz, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
171.77
Rav-1607 EXs (6-96)
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COMMONN.EALTH OF PENNSVLVANN
INHERRANCE TPX RETURN
RE910EM OECEDEM
ESTATE OF FILE NUMBER
Collitt, Josephine L. 21-08-1288
Nr ProP9MlolntlYOwnsd vAM d9N of wrWVOraNp mun a tl1901oxtl on Schatluls F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
Peter D. Langdon Loan -Personal loan made to Peter D. Langdon. This loan was
made based upon an oral agreement between the Decedent, Josephine L. Collitt
and Peter D. Langdon with the understanding that, if said loan was not repaid prior
to the death of Josephine L. Collitt, the balance would be deducted from Peter D.
Langdon's share of her Estate. No payments were made on this obligation during
the Decedent's lifetime.
8,000.00
TOTAL (Also enter on Line 4, Recapitulation) I 9,000.00
pr more space is neetled. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D (Rev. 6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONN£ALTH OF GFMNSTIVPNN
MHER?MICE TAX RENRN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Collitt, Josephine L. 21-08-1286
Uxlutle tlu proceeds of litigatim and the tlele the pro~etls were received by the eaters.
All property lolntlyrownatl wIN Wa dpht o/suMVaahip neat M dleGOwd on aehaduls F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Cash -found in Decedent's desk
60.40
2 Central Pennsylvania Financial Partners Investmnet Account -Date of death 74
696
16
balance $74,613.49; accrued dividends 82.67 ,
.
3 Commerce Bank -Checking Account No. 513109454; date of principal balance 772
87
$772.96; accrued interest $0.01 ,
4 Personal Property -Sold at private sale
300.00
5 Comcast -Refund
6.19
6 Country Meadows -Refund
509.43
7 Genworth Financial -Refund of long term care insurance premium
. 61.42
8 Guideposts -Refund
24 04
9 PEBTF - Refund of overpayment
85.81
10 Reader's Digest -Refund
32.98
11 Smithsonian Magazine -Refund
223.00
12 The Patriot News -Refund
9.00
13 The Patriot News -Refund
22.85
TOTAL (Also enter on Line 5, Recapitulation) I 78.804.25
(If more space is neede4 additional pages or Ne same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
aTAMES D. BOGAR
ATTORNEY AT LAW
ONE WEST MAIN STREET
SHIREMANSTOWN, PENNSYLVANIA 17011
e-mail mall®bogarlaW.COm TELEPHONE
JAMES D. BOGAR (717) 737-8761
JENNIFER B. HIP P• FACSIMILE
(717) 737-2086
'ALSO admitted to New Jersey Bar Direct a-mall JboganIDbogarlaw.c"m
January 6, 2009
Central Pennsylvania Financial Partners, LLC
Attn: Wayne Neff
635 N. 12th Street, Suite 102
i-eInoylie, PF, i7 ~•s.:
RE: The Estate of Josephine L. Collitt
~~ Social Security No. 174-20-7255
Date of Death: December 21, 2008
Dear Mr. f:
I represent the Estate of Josephine L. Collitt. At the time
of her death, I believe that .Mrs. Collitt was the owner of an
account with your financial institution. Enclosed for your
information is a Short Certificate and a copy of a death
certificate.
It is our understanding, after speaking with Jessica L.
Gardner, Executrix of this Estate, that you have commenced
liquidation of this account effective January 2, 2009.
Furthermore, we understand that the net proceeds check will be
made payable to the Estate of Josephine L. Collitt and forwarded
to Jessica. ~---~-__
~ Please confirm, in writing, e existence of any accounts
that Nirs. Collitt o~r:.~ either so ely nr in part. I would also
appreciate knowing thalance of he accounts, including
)principal and interest, as the date, of death, the dates that
the accounts were on inall --
4 pened and the Eitles of same. If
-any of the accounts were "roll-over" type accounts, please also
specifically advise the date on which the account was init~lx
opened. The above-requested infos^mar;~,~~1eeae so that the
Penn yl„ar~erirance ~i~ax Return can be properly prepared.
_..___
Your time and consideration in this matter ~,l-1'Jb
appreciated.
t
JDB/bbl JAMES D.
Enclosures
cc: Jessica L. Gardner, Executrix
wi e greatly
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January 2, 2009
James D. Bogar Attorney at Law
1 W. Main St
Shiremanstown PA 17011
RE: Estate of: Josephine L. Collitt
Tax Identification Number: 17420-7255
Date of Death: December 21, 2008
To Whom It May Concern:
Commerce
Bank
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: Checking
Account Number. 513109454
Date Opened: 05/14/1999
Primary Owner: Josephine L. Collitt
Date of Death Balance: $772.97
Accrued Interest: $0.01
Principal Balance: $772.96
A credit card is also on file for Josephine L. Collitt. However, TD Bank handles our
requests for credit cards. I have sent a copy of your letter to a representative at TD Bank
and a separate letter will follow with the credit card information.
Please feel free to contact me at (717) 412-6127 if I may be of further assistance.
Sincere ,
Diana Re olds
Commerce Bank
Research Associate/Deposit Services
Commerce Bank /Harrisburg, N.A.
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
commercepc.com
My-7°°9 EXt (&99)
COMMIXJVJFALTH OF PENNSttVANW
MHERRPNCETA%RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Collitt, Josephine L.
SURVIVING JOINT TENANT(S) NAME
Jessica L. Gardner
ADDRESS
Mechanicsburg, PA 17055
B.
C.
LE NUMBER
21-08-1286
RELATIONSHIP TO DECEDENT
JOINTLY OWNED PROPERTY:
LETTER
ITEM DATE DESCRIPTION OF PROPERTY
FOR JOINT
NUMBER MADE INCLUDE NAME OF FINANCIAL INSTRUTION ANO BANK ACCGUNT DATE OF DEATH % OF
' DATE OF DEATH
TENANT
JOINT NUMBER OR SIMILAR IDENnFVING NUMBER. ATTACH DEED FOR
ALUE OF ASS DECD
S
INTE VALUE OF
DECEDENT'S INTEREST
JGINRV{7EL0 REAL ESTATE. REST
1 A 7/30/2003 PSECU -Regular Share Account No. S01; 32
52 50
000%
date of death balance $32.50; accrued . . 16.26
dividend $0.02
2 1 A 17/30/20031 dividend $0.60ce $5 844.54taccrued~
5,845.141 50.000%~ 2,922.57
TOTAL (Also enter on Line 6, Recapitulation) I 2,938.83
to more space is needed, adtlitional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule F (Rev. 6-98)
PSE(~k
January 21, 2009
Account # 8101XXXXXX
JAMES D BOGAR
ATTORNEY AT LAW
ONE WEST MAIN ST
SHIREMANSTOWN, PA 17011
Deaz MR BOGAR:
The following is the status of JOSEPHINE L COLLITT's account with PSECU as of the date of death.
Joint Owner's Name JESSICA L GARDNEIt, added 07/302003 as JOINT TENANT W/ROS
Date of Death DECEMBER 21, 2008
Date of Birth JULY 31, 1921
Share
S Ol Description
Regular Shares Open date Balance Accrued Dividend
S 04
Checking Shares 07/27/2001
0727/2001 $ 32.50 $ 0.02
$ 5844.54 $ 0.60
The dividend earned from January 1, 2008 through the date of death was $ 7.65. The decedent had no loans with us.
We do not have safe deposit boxes for our members.
If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu
prompt, enter 6 and then extension 2227.
Sincerely, q ~-~ ~
~~.vw r
u5 a Walter
Member Service Representative
Finance Support Unit
Main Address: 7 Credit Union Ploce, Harrisburg, PA 171 1.0-2990 ~t77 7 23 48484 5 8002r37~.7328
Mailing Address: P.O. Box 67013, Harcisburg, PA 17106-7013 • 71 7.777.2100 (1DD) • 800.472.1967 (TDD)
This credit union is federally insured by the National Credit Union Administration. E val p PSECU.COm
q pportuniry Lender
REV-1161 EXi (13-991
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAx RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES 8r
ESTATE OF FILE NUMBER
Collitt, Josephine L. 21-08-1286
~+eors or aeceaent must tre reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
M. I runCRXL Gr'CMACJ:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Jessica L. Gardner
Social Sewdty Number(s) / EIN Number of Personal Representative(s):
Street Address 1220 Rossmoyne Road
City Mechanicsburg State PA Zip 17055
Year(s) Commission paid
z. Attorneys Fees Bogor & Hipp Law Offices
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Clh' State
Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
See continuation schedule(s) attached
TOTAL AI
897.47
2,540.00
5,125.00
268.00
3,770.21
( so enter on Ilne 9, Recapitulation) I 12,400.68
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF
Collitt, Josephine L. FILE NUMBER
21-08-1288
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Eric Riley -Organist for memorial service
700.00
2 James D. Brown -Minister for memorial service
250.00
3 Market Square Presbyterian Church -Deacon's for memorial s
i
erv
ce 50.00
4 The Patriot News -Obituary
297.47
H-A Subtotal 697.47
Other Administrative Costs
5 American Home Medical Equipment 19.80
6 Dare County (North Carolina) EMS -Bill for services rendered 7/11/08 25.00
7 Market Square Presbyterian Church - fulfillment of pledge 25.00
8 Matthew Babb, CPA -Preparation of 2008 Personal Income Tax Returns 140.00
9 OSLDBA Ortho Institute of PA -medical bill 2.00
10 OSP PBA Orthopedic Institute -injection November 2008 2.00
71 Outer Banks Hospital -Emergency Room bil for July 11, 2008 47.00
12 PBGC -Reimbursement of UPI pension 383.41
13 Pinnacle Health Hospital -December 9, 2008 treatment 50.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF
Collitt, Josephine L.
LE NUMBER
21-08-1286
ITEM
NUMBER DESCRIPTION AMOUNT
14 RESERVES: -Costs to conclude administration of Estate, including filing of PA 2,000.00
Inheritance Tax Return and Inventory and Fiduciary Income Tax Returns and
outstanding medical bills
15 Social Security Administration -Reimbursement paid from PSECU accounts
H-B7 Subtotal
1,096.00
3,770.21
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
a
REV-1513 EX~ (Bml
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDEN7 DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Collitt, Josephine L. 21-08-1286
NAME AND ADDRESS OF RELATIONSHIP TO
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
ooNau.er . (Words) ($$$)
T_ TAXABLE DISTRIBUTIONS rintludn nnlrinhr cnnueei
Jessica L. Gardner
1220 Rossmoyne Road Daughter One-third of
Mechanicsburg, PA 17055 rest, residue
and remainder
J. Bradford Langdon
3446 Tabler Station Road Son One-third of
Martinsburg, WV 25403 rest, residue
and remainder
Peter D. Langdon
104 Minnick Drive Son One-third of
Newburg, PA 17420 rest, residue
and remainder
Total
Enter dollar amounts for distributions shown above on lines 5 through 1 B, as appropnate, on Rev 1500
II~ NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
_ TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0 00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)
LAST WILL AND TESTAMENT
OF
JOSEPHINE L. COLLITT
I, JOSEPHINE L. COLLITT, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, J. BRADFORD LANGDON, JESSICA L. GARDNER, and PETER
D. LANGDON, provided that should any of my children predecease
me, I give and bequeath such child's share unto his or her issue
per stirpes by representation, and if there be a failure of same,
then I give and bequeath such deceased child's share to my
surviving children as provided herein.
SECOND: Should any of my grandchildren not have
attained the age of twenty-one (21) years at the time for dis-
tribution to him or her, I give, devise and bequeath the share of
each such grandchild to my hereinafter named Trustee or TrustePS,
IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the
q~ shares so received, and to use and apply from time to time such
R
portion of income and principal for the said grandchild`s
education (including college, trade school or other similar
training or education), as my Trustee or Trustees, in their sole
discretion, deem advisable.
Any income or principal not so applied shall be dis-
tributed to each grandchild when he or she attains the age of
twenty-one (21) years. In the event any of my grandchildren
predeceases me or dies prior to the termination of this Trust,
the interest of said grandchild in said Trust shall cease with
any income and principal being divided evenly between or among
that deceased grandchild's natural brothers or sisters or the
separate trusts established hereunder for their benefit and, in
the absence of any natural brothers or sisters, to my other
grandchildren in equal shares.
THIRD: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
1
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
2
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOIIRTH: I nominate and appoint my daughter, JESSICA L.
GARDNER, as Trustee of the hereinabove described trusts. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said JESSICA L. GARDNER, I nominate and
appoint my son, J. BRADFORD LANGDON, as Trustee of the
hereinabove described trusts. In further the event of the death,
resignation or inability to serve for any reason whatsoever of
the said JESSICA L. GARDNER and J. BRADFORD LANGDON, I nominate
and appoint my son, PETER D. LANGDON, as Trustee of the
hereinabove described trusts. I direct that my Trustee or
Trustees shall serve without bond and shall receive fair and
reasonable compensation.
J FIFTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
3
SIXTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SEVENTH: I nominate and appoint JESSICA L. GARDNER,
Executrix of this, my Last Will and Testament. In the event of
the death, resignation or inability to serve for any reason
whatsoever of the said JESSICA L. GARDNER, I nominate and appoint
J. BRADFORD LANGDON, Executor of this, my Last Wi11 and Testa-
ment. In the further event of the death, resignation or inabil-
ity to serve for any reason whatsoever of the said JESSICA L.
GARDNER and J. BRADFORD LANGDON, I nominate and appoint PETER D.
LANGDON, Executor of this, my Last Will and Testament. I direct
that my Executrix or Executor, Trustee or Trustees, as the case
may be, and their successors, shall not be required to post
security or a bond for the performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this ~lv~ day of
(~ ti 2007.
//, ,~~~r
b 1„ ° ~- C„" ~""' (SEAL)
SEPl`#INE L. COLLITT
4
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
5
MEMORANDUM
In conjunction with my Last Will and Testament, dated
~~,,~ ~,6 2007, the following information may be of some
help to my personal representatives in the administration of my
estate. This information is in no way intended to be a part of
my Will nor to alter in any way anything contained in my said
Will.
1. I wish it to be known that my son, PETER D.
LANGDON, is indebted to me in the amount of $9,000.00. This
obligation arose as a result of my loan to Peter of this amount.
To date, there have been no repayments on account of these loan
obligations either of principal or interest. My records will
reflect payments, if any, made by Peter subsequent to the date of
this Memorandum.
2. It is my desire and request that any monies due and
owing from my son, PETER D. LANGDON, to me, as a result of this
loan obligation, be either repaid in full by Peter or credited
against any inheritance that he might receive as a result of my
passing and under the terms and conditions of my Last Will and
Testament. I make this request in fairness to the rest of my
children and grandchildren.
Date: ~ 4,G N~ N- '/~~h~~~`~~~~`/l'~ (SEAL)
~~„~ o`((r , J-(Y, JOS HI JETT
6