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Home My WebLink About09-09-09 (2) RFV~ 750 1505607120 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 9 - 0 2 4 3 PO 60X.280601 ' Harrisburg, PA 171 z8-0601 - RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 215182881 01182009 03071925 Decedent's Last Name Suffix Decedent's First Name MI JONES GERTRUDE A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3, Rernainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa Future Interest Compromise ^ 5. Federal Estate Tax Return Re wired (date of death alter 12-12-82) 4 0 ® 6 Decedent Died Testate (Attach Copy of Will) ~ Decedent Maintained a Living Trust ^ (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 1 p. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113 A between 12-31-91 and 1.1-95) ^ ( ) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name BRADLEY L GRIFFIE Daytime Telephone Number 7172435551 tea Firm Name (If Applicable) C .~'n - , GRIFFIE & ASSOCIATES REGISTER OFIMf~.~,,'~oNL~ (,=~ First line of address r-- =? ~ rn I : =+ = ~ ~*'i ' /,y ~ ~ ~ `~, ;-^7 2 0 0 NORTH HANOVER STREET ` '...~ ~- "--' Second line of address ~ ~ -n ~ :~' CJ7 , City or Post Office State ZIP Code DATE FILED CARLISLE PA 17013 Correspondent'se-mail address: bgrlffle@grlffielaW.COtI'I Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN 7~~,i ~~ :~ ,~ ~~ ~~ ~ Virginia Stenger 9~n~(Q ADDRESS O 128 East Lee Street, Hagerstown, MD 21740 SIG RE OF EPARER OTHER AN REPRESENTATIVE DATE Bradley L Griffie 9/ ~ /O ~ RE 200 No anover Street, Carlisle, PA 17013 Side 1 1505607120 1505607120 J 1505607220 REV-1500 EX Decedent's Social Security Number oeceaenrs Name: JONES , G E R T R U D E A. 2 1 5 1 8 2 8 8 1 RECAPITULATION 1 . Real Estate (Schedule A) ...................................................................................... .... 1. 2 . Stocks and Bonds (Schedule B) ............................................................................ ... 2. 3 . Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)....... ... 3. 4 . Mortgages & Notes Receivable (Schedule D) ....................................................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. ... 5. 9 2 , 9 6 5 . 4 4 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .......... ... 6. 1 , 1 8 6 . 4 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested .......... ... 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... .. g. 9 4, 1 5 1 8 4 9. Funeral Expenses & Administrative Costs (Schedule H) ................ ...................... ... 9. 4 . ~ 8 9 5 4 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ............................. ... 10. 2 . 9 6 5 . 6 4 11. Total Deductions (total Lines 9 ~ 10) .................. ~ , 7 5 5 . 1 8 ................................................. ... 11 • 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... ... 12. 8 6 , 3 9 6 6 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... .. 14. 8 6 , 3 9 6 6 6 TAX 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 8 6, 3 9 6 6 6 16. 3, 8 8 7 8 5 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18 19. Tax Due .................................................................................................................... . 19. 3, 8 8 7 8 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505607220 1505607220 J REV-1500 EX Page 3 File Number 21 - 09 - -0243 Decedent's Complete Address: JONES, GERTRUDE A. STREET ADDRESS 204 Campground Road cITY _ Carlisle STATE PA zIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 3,887 85 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable Total Credits (A + B •F C) (2) 0.0 0 D. Interest E. Penalty Total Interest/Penalty (D •F E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) 3,887.85 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 3,887.85 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.............................. b. retain the right to designate who shall use the property transferred or its income :.................................... c. retain a reversionary interest; or ...................... .. .......................................................................................... x d. receive the promise for life of either payments, benefits or care? .............:................................................ ~l 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....... .......................................................................................... 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?......... ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .. ~ ,-~ _ ,:. - For dategs p death on or after July 1, [ 994 an §befor( january.l, 1995, the tax rate imposed on the net value of transfers toT T- survivin souse is three (3) percent 72 P.S. 9116 a (1 1) (i)] or for the use of the For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. 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. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF JONES, GERTRUDE A. FILE NUMBER 21 - 09 - -0243 Include the proceeds of litigation and the date the proceeds were received by the estate. All properky jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 - - 2 Carlisle Regional Medical Center 46.09 (Refund of overpayment) 3 Medical and Cosmetic Dermatology 9.15 (Refund of overpayment) 4 M&T Securities 92,910.20 Account Number AZD-484038 (Statement attached) TOTAL (Also enter on Line 5, Recapitulation) 92,965.44 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JONES, GERTRUDE A. SCHEDULEF JOINTLY-OWNED PROPERTY FILE NUMBER 21 - 09 - -0243 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME Linda M. Schlusser A. JOINTLY OWNED PROPERTY: ADDRESS 204 Campground Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Daughter ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT QEESCRIPTION~. pF PROPERTY Include name oT flnanaal instltulion and bank account number or similar identifying number. Attach deed for jointly-held real estate. .DATE OF DEATH VALUE OF ASSET % OF DATE OF DEATH DECD'S VALUE OF INTERESTI DECEDENT'S INTEREST 1 A. 06/20/2007 Checking Account No. 9843119521 ?,372.80 50% ' 1 186 40 ~ I II I I , I , , . i I i I I TOTAL (Also enter on line 6, Recapitulation) 1 186.40 CHEDl1LE H COMMONWEALTH OF PENNSYLVANIA , ~ W ~/"1L v `~ ~+ ~/ INHERITANCE TAX RE?URN /~r~Al~'C~w~ ~~ RESIDENT DECEDENT r~LJlr~ 1v7 1 f~F1 ESTATE OF JONES, GERTRUDE A. FILE NUMBER 21 - 09 - -0243 Debts of decedent must be reported on Schedule I. ~Tr~ NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A• ~ Minnich Funeral Home 350.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Virginia Stenger ~ Social Security Number(s) / EIN Number of Personal Representative(s): 300.00 214-30-1608 I street address 128 East Lee Street City Hagerstown state MD zip 21740 Year(s) Commission paid 2009 2. Attorney's Fees Griffie & Associates -- Bradley L Griffie 3,200.00 3. Family ExemNtion: (If decedent's ~~~ress is not the same as claimant's, attach explanation) Claimant Street Address City State zip ~ Relationship of Claimant to Decedent 4. Probate Fees I l 252.00 5. i Accountant's Fees 6. Tax Return Preparer's Fees Opposum Lake Accounting and Tax Service 125.00 7. ' Other Administrative Costs 1 .Legal Ad to Cumberland Law Journal 75.00 TOTAL (Also enter on line 9, Recapitulation) 4,789.54 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JONES, GERTRUDE A. 2 Legal Ad to The Sentinel 3 I Reserves Sd~edule H Fu,~l E~enses & ~T111715~"cihV~ ~.Ob'fS OOrlht'lllEd FILE NUMBER 21 - 09 - -0243 187.54 300.00 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JONES, GERTRUDE A. FILE NUMBER 21 - 09 - -0243 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Chapel Pointe at Carlisle (Nursing facility) 2,437.50 2 Carlisle Regional Medical Center 46.09 3 Cumberland Good Will Fire & Rescue 78 90 4 Chapel Pointe at Carlisle 18.30 5 Millimium Pharmacy 283.73 6 Chase Autopsy charge (post date of death) 51.12 7 Check paid from account (post date of death) 50.00 TOTAL (Also enter on Line 10, Recapitulation) 2 965.64 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES ESTATE OF JONES, GERTRUDE A. NUMBER ~ NAME AND ADDRESS OF PERSON(S) ___ RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Oo Not List Trustee(s) FILE NUMBER _ 21 - 09 - -0243 SHARE OF ESTATE AMOUNT OF ESTATE (Words) I ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 "~; Linda M. Schlusser Daughter One Third ' i 204 Campground Road ~ Carlisle, PA 17013 2 'Carol Haines Daughter One Third ' 1502 Holly Pike Carlisle, PA 17013 I 3 Stanley Jones -Son One Third P.O. Box 585 Harrisonburg, VA 22801 Enter dollar amounts for distributions shown above on lines 15 throw h 18, as a g ppropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Attachment to Schedule "E" ~ M&T Investment Group M&T Securities, Inc. 285 Delaware Avenue, Suite 2000, Buffalo, NY 14202-1885 August 28, 2009 Account Valuation GERTRUDE A JONES AZD484038 Closed (5/11/09) ~~ZD y~yro3~ Description of Security Quantity in Valuation Price per share Shares Date 1/18/09 MTB Money Market A 92,910.20 $1.00 We have received the information presented above from sources, which we believe to be accurate. However, we do not guarantee their accuracy. The price per share on valuation date is the closing price on that date. Please contact Client Solutions with any further questions, or if we may be of further assistance to you at 1-800-724-7788, Option #1. Thank you. Sincerely, ~~~ ,- L Robin .Brown Brokerage Operations Specialist M&T Securities, Inc. I~NiIiII~~~INN~I~~~ll~l'~1'N~~IN~'~~~~~ ~S~ o000ooooono~~,~~N~I~N~INN~NI~ Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured By F~ny Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value M&T Investment Group'" is a service mark of M&T Bank Corporation and consists of M&T Securities, Inc., the investment-related areas of M&T Bank and investment advisory firms MTB Investment Advisors, Inc., and Zirkin-Cutler Investments, Inc. Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Banl<. M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations ~f the insurers that issue the policies. Insurance products may not be available in all states. Attachment to Schedule "F" Q MBTBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Griffie & Associates Attorneys and Counselors at Law 200 North Hanover Street Carlisle, Pennsylvania 17013 Re: Estate of.' Gertrude A. Jones Social Security: 215-I8-2881 Date of Death: January 18 2009 Phone(888)SQ2-4349 Fax (302)934-2955 April 1, 2009 Dear Sir or Madam: Per your inquiry dated March 26, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Checking Account Account Number 9843119521 Ownership (Names of} Gertrude A Jones Linda MSchlusser* Opening Date 6/20/07 Closed 3/13/09 Balance on Date of Death $ 2, 372.69 Accrued Interest $ 0.11 Total _. $ 2,372.80 _ _ __ 2. Type ofAccount Checking Account Account Number 9847046886 Ownership (Names oj7 Gertrude A Jones Opening Date 6/27/07 Closed 3/23/09 Balance on Date of Death $ 0.00 Accrued Interest $ 0.00 __ Total $ 0.00 Please be advised, there was no safe deposit box found for the above decedent. * if upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Stonehedge Office # 717-240-4524. Sincerely, _ /J ~ C~ Trade Hare Adjustment Services LA5T WILL AND TESTAMENT OF GERTRUDE A. JONES I, GERTRUDE A. JONES, of 204 Campground Road, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my Executor hereinafter named to pay ;all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. I direct my Executor to pay all inheritance, estate, succession and legacy taxes, to which my estate or the transfer of any property hereunder may be subject, and to charge such taxes as part of the expenses of the a administration of my estate, being deducted and paid from the residue of my estate and not to be deducted in any manner from any specific bequests made herein. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street Page 1 of 7 I00 l;incoln Way East, Suite D /~.._J__1_ 7)A 7^7/17') l~1.. ,__~L.. _...L_. _.._ 7)A 777/1T burial plot and to erect a suitable grave marker at my grave, and to e~:pend sums from my estate for this purpose. SECOND During my lifetime I provided a distribution in the sum of TF[IRTY THOUSAND AND XX/100 ($30,000.00) DOLLARS to my son, DANIEL JONES, which, it is my intention, shall be considered by my Executor/Executrix hereinafter named as a distribution in lieu of inheritance to him. In the event the net assets available for distribution from my estate at the time of my death are NINETY THOUSAND AND XX/100 ($90,000.00) DOLLARS or less, then no distribution will be made to my son, DANIEL JONES, but rather the provisions of my third paragraph as hereinafter stated shall be followed. In the event that the net proceeds available for distribution to my named heirs exceeds NINETY THOUSAND AND XX/100 ($90,000.00) DOLLARS, my J r three children named hereinafter in the Third paragraph shall enjoy a distribution of ~... THIRTY THOUSAND AND XX/100 ($30,000.00) DOLLARS each to create a distribution to them equivalent to the distribution made during my lifetime to my son, DANIEL JONES. After the NINETY THOUSAND AND XX/100 ($90,000.00) ~J 4 DOLLAR distribution (THIRTY THOUSAND AND XX/100 ($30,000.00) DOLLARS for each child), then my son, DANIEL JONES, shall share equally with his three siblings in any additional assets or proceeds available for distribution. In the event that any of my three children, CAROL HAINES, LINDA SCHLUSSER, or STANLEY JONES, should predecease me, as it is my desire for my assets to be distributed per capita to my children, as more fully described in my Third paragraph herein, then the same calculation described above in this paragraph shall be GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street I00 l~incoln Way East, Suite D Carlisle, PA 17013 Page 2 of 7 Chambersbur~, PA 17201 implemented. However, it shall be implemented in a manner such that my two remaining children who are named in the third paragraph hereinafter shall each receive a THIRTY THOUSAND AND XX/100 ($30,000.00) DOLLAR distribution from my estate. The remaining net proceeds shall be divided equally between my remaining children, including my son, DANIEL JONES. For example purposes, should my son, STANLEY JONES, predecease me, then upon the distribution of my r~et estate, THIRTY THOUSAND AND XX/100 ($30,000.00) DOLLARS shall be distrit~uted to my daughter, CAROL HAINES, and THIRTY THOUSAND AND XX/100 ($3(1,000.00) DOLLARS shall be distributed to my daughter, LINDA SCHLUSSER. If at that time there remains an additional sum from the net proceeds of my estate to be distributed to my beneficiaries, then my daughters, CAROL HAINES, LINDA SCHLUSSER, and my son, DANIEL JONES, shall each receive an equal distribution. THIRD I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and where;soever situate to my three children, CAROL HAINES, LINDA SCHLUSSER and STANLEY JONES, ~tiJ I who survive me by sixty (60) days, per capita. If distribution of my net estate to my three 6 I named children produces a distribution to each of them of in excess of THIR 1 `Y THOUSAND AND XX/100 ($30,000.00) DOLLARS, then my Executor/Executrix shall abide by the terms of the Second paragraph above relative to inclusion of my son, DANIEL JONES, the distribution beyond THIRTY THOUSAND AND XX/100 ($30,000.00) DOLLARS. I direct my Executor/Executrix to divide among such beneficiaries all personal property of a sentimental or family nature (excluding cash, GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street 1001,incoln Way East, Suite D Carlisle, PA 17013 Page 3 of 7 Chambersbur,~, PA I720I stocks, bonds and the like), including but not limited to jewelry, household goods, antiques, furniture and memorabilia, in accordance with a separate memorandum which I may place with my Will or deposit with my attorney. In the absence of such disposition by memorandum, I direct that the said tangible personal property be divided between my residual beneficiaries with due regard for their personal preferencf;s in as nearly equal shares as practical, with the value of such dispositions being credited to the share of each respective recipient. If the said beneficiaries do not agree to the division of the personal property provided for hereunder, the decision of my Executor/Exe.cutrix, including the decision to sell the property at public or private sale and distribute the proceeds therefrom as provided hereinafter, shall be final and conclusive on all parties. FOURTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. FIFTH ~ I nominate, constitute and appoint my dear and close friend, VIRGINIA `-~ STENGER, as Executrix of this my Last Will and Testament. In the event VIRGINIA STENGER is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my dear and close friend, DEAN STENGER, as Executor of this my Last Will and Testament. I direct that my GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street Page 4 of 7 I00 Lincoln Way East, Suite D Cnrli.cle_ PA 17n13 ('h.nmher.churn. PA 172/I1 Executor/Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. SIXTH I hereby declare it to be my expressed desire that my Executor/Executrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, i~or legal advice and assistance regarding this my last Will and Testament, they Raving considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last ,~, ^`~~~J~\ - V Will and Testament, consisting of seven (7) typewritten pages, the first four (4) of which bear my signature on the side margin, for purpose of identification, this ~ ~kh day of ~~^j ~.~ ~ , 2007. WITNESS: r~ i GERTRUDE A. JONES GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street Carlisle, PA 17013 Page 5 of 7 100 l:ineoln Way East, Suite D Ch~ambersburQ. PA 17201 ACIiNO'R'LEDGMENT COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND I, GERTRUDE A. JONES, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. GERTRUDE A. JONES Sworn or affirmed and acknowledged before me by the Testatrix this ~~ day of QC-~Db~ , 2007. 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 6 of 7 100 Lincoln Way East, Suite D Claambersburg, PA 17201 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND WE, ~ ~ . Pc.r c'Z and ~ r ~ ~ ~e ~~ - ~,~ ~ 1~ 11 ~e the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament: that she signf;d willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed bef~ me by ~ ~~ ~P ~~ and (' ~ ~_ this ~~ day of DC_~ e~ , 2007. Notar lic ~,,, ,. GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street Carlisle, PA 17013 l00 Lincoln Way East, Suite D Page 7 of 7 Chambersburg, PA 17201