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HomeMy WebLinkAbout04-0511PETITION FOR PROBATE and GRANT OF LETTERS also known as To: Register of Wills for the Deceased. County of O,,ZcnD~-~tc~r'~ in the Social Security No. EYrt7 - ~-~lO~f Commonwealth of Pennsylvania The petition of the undersigned respectfully repre~ent~s th~tt: Your petitioner(s), who is/are 18 years of(~e o°r ~9~d~rlan ~h~e executrix in the last will of the above decedent, dated and codicil(s) dated ~ . named ,19 ~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C/~tr~ ]c~ County, Pennsylvania, with h ~'5 last fagnily orj~rincipal residence at ~ ~~ ~i~ .. .~~ ~!~ (list street, number and muncipality) Decendent, then ~5 years of age, died ~ ~ , ~ ~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the wi~ 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 $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: ~)0,°° WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) herewith and the grant of letters 4~-~~~,~ presented (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3> ss COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to 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 I:ffftyre me this /,~9~. day of ..... Register Estate Of , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of reff~rd as the last will of and Letters '~]'~_~7~ ,~,~/2--~,~ V' are hereby granted to~-~'/~/~/-~ ~///V~ _/~/~-/-~ ~7~ .... consideration of the petition on FEES Probate, Letters, Etc .......... $ ~t:2~TP Short Certificates( ) .......... $ ~, tO<~ c~ation ................ $ c~X OO $ TOTAL $ ~::~/. cDC) Filed~~d.../ .... c~.4~. ~.. ............ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE hJ,: is to certify that the information here given is correctly copied from an original certificate of death duly filed v.itl~ mc as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WAFINING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 _1.0371849 No. · ~ Local Registrar -'.o O? "~~ ! Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH 23, ~ 65 ~,,I .~u~in P~on ..... · ~ I,=. I,,. ~ 4 ,,~i~ ,,Patrlcla A. Snlltvan 469 ~st F_.-. ,~ ~C~ Pa 17055 Far_rlcla A. Gleiser ~.. ,,. Ida Taylor I~ 69 Woodcrest Drive, Mechanlcsburg, PA 17050 I,,H,.ontnger crematory J,~t. Holly Springs, PA STATE OF NORTH CAROLINA COUNTY OF FORSYTH I, GERALD NELSON GLEISER, domiciled in Forsyth County, North Carolina, declare this to be my Last Will, hereby revoking all Wills and Codicils heretofore made by me. ARTICLE I. I direct that all my just debts, my funeral expenses, and the cost of a suitable tombstone or marker for my grave, and the costs of administration of my estate be paid by my Executor out of the prin- cipal of my estate, ARTICLE II. I direct that all estate and inheritance taxes and other taxes in the general nature thereof which shall become payable upon or by reason of my death, with respect to any property passing by or under the terms of this Will or any Codicils to it hereafter executed by me, or with respect to the proceeds of any policy or policies of inaurance on my life, or with respect to any other property which shall be included in my gross estate for the purpose of such taxes, shall be paid by my Executor out of the principal of my residuary estate. In the event that any property or interest in property passing under this Will or by operation of law or otherwise by rea- son of my death shall be encumbered by a mortgage or a lien, or shall be pledged to secure any obligation (whether the property or interest in property so encumbered or pledged shall be owned by me jointly or individually), it is my intention that such indebtedness shall not ARTICLE III. Section 1. I bequeath to my wife, PATRICIA ANNE GLEISER, if she shall survive me, all my personal effects and all tangible personal property, including automobiles, owned by me and held for personal use at the time of my death, but excluding cash on hand or on deposit, securities, choses in action or other intangibles. Section 2. If my said wife shall not survive me, all of the aforesaid property (subject to the exceptions), I do hereby bequeath unto my Executor, to be divided among my then living children in such a manner, as my Executor, in its sole discretion, shall determine to be in their best interests. My Executor may distribute all or any part of aforesaid personal property to any one or several of the par- ties named herein. It is my desire that my Executor distribute such of the above personal property according to my desires as set forth in a memorandum by me, found with my valuable papers, If there shall be any of the aforesaid personal property which shall not be distributed hereunder, said personal property shall become part of my residuary estate and disposed of by my Executor pur- suant to ARTICLE V hereinbelow. Section 3. In the distribution of my tangible personal property as set out hereinabove, if any one of my children is dis- tributed personal property and is a minor or under a disability or incompetent, such child's share may be delivered to the person with whom such child is residing, or to such child's legal guardian, or directly to such child. The receipt of the guardian, or the person with whom such child resides, or the receipt of such child, shall con- stitute a full acquittance of my Executor with respect to the legacy so delivered. This authority is given my Executor notwithstanding any statute or rule of law to the contrary. I direct that any ex- ARTICLE IV. Section 1. Ail of the residue of the property which I may own at the time of my death, real or personal, tangible and intan- gible, of whatsoever nature and wheresoever situated, including all property which I may acquire or.become entitled to after the execution of this Will, including all lapsed legacies and devises or other gifts made by this Will which fail for any reason (but excluding any prop- erty over or concerning which I may have any power of appointment), I bequeath and devise in fee to my wife, PATRICIA ANNE GLEISER, if living. Section 2. If my wife, PATRICIA ANNE GLEISER, and I die under such circumstances that there is not sufficient evidence to determine the order of our deaths, then it shall be presumed that she survived me, and my estate shall be administered and distributed, in all respects, in accordance with such presumption. ARTICLE V. If my said wife shall not survive me, I direct that, after satisfying all the bequests and devises hereinabove set out and after the payment of all administration expenses and all death taxes as directed in ARTICLES I and II, my Executor shall deliver and convey my aforesaid residuary estate to JEFFREY JOHN GLEISER, DANIEL NELSON GLEISER, CYNTHIA ANN GLEISER, and DANIEL JOSEPH SULLIVAN, in trust for the use and purposes hereinafter set forth and I direct that my residuary estate (hereafter referred to as my trust estate) so passin. to my Trustee shall be administered and disposed of upon the following terms and provisions, that is to say: Section 1. My Trustee shall pay out or use such part or all of the income of the trust as my Trustee may deem best in its discre- tion to provide for the support and education of my descendants. Any income not paid out or used currently shall be accumulated and added amounts as my Trustee may deem best in its discretion to provide for th~ support and education of my descendants. In making discretionary distributions of trust income and principal as provided above, my Trustee shall take into consideration any other means of support my descendants may have which is known to my Trustee. If my Trustee determines in its discretion that a descen- dant has completed his or her education, or in normal course should have completed his or her education, my Trustee shall not make there- after any such discretionary distributions for the support and educa- tion of such descendant unless in its judgment there is ample propert5 to support my wife and educate my other descendants, or if such de- scendant is unable to ~upport himself or herself, My primary desire is that my children be supported in rea- sonable comfort and properly educated, rather than that the principal of this trust be preserved until the division of this trust into sep- arate shares, and I wish my Trustee to be guided by this desire in making any such discretionary distribntions. Section 2, When no then living child of mine is less than twenty-one (21) years of age, or when there is no child of mine then living, whichever first occurs, my Trustee shall divide the property of this trust into as many equal shares as will allow my Trustee to set apart one such share for each of my children then living, and one such share for the descendants then living of each of my deceased children. Such child's share shall either be distributed or remain in trust as provided in Section 3 below and shall be maintained by my Trustee under the same conditions as set out in Section 1 above until distribution pursuant to Section 3. The share set aside for any of the descendants of a deceased child shall be distributed to such descendants subject to the provisions of Section 4 hereinbelow. Section 3. As each living child of mine who has a separate child not request distribution of his or her share, my Trustee shall maintain said share in trust under the terms and conditions set out herein until such demand shall be made by such child. Should any of my children who would otherwise be entitled to distribution of his or her share be under a disability or incompetent at the time of dis- tribution, I hereby authorize my Trustee, in its sole discretion, to maintain said property under the same terms and conditions as set out in Section 1 until such time as such disability or incompetency is removed. Section 4, Should any such descendant of a deceased child of mine entitled to receive any money or property under this ARTICLE be less than twenty~one (21) years of age, my Trustee shall be au- thorized to hold such descendant's money or property in trust for suc? person until such person becc~nes twenty-one (21) years of age, and to use such part of the income and principal of the trust as my Trustee may deem best in its discretion to provide for the support and educa- tion of such person. Any income not paid out or used currently shall be accumulated and added to trust principal. When such person is twenty-one (21) years of age, the property then remaining in the trust shall be distributed to such person, and if such person should die before becoming twenty~one (21) years of age, the property then re- maining in the trust shall be distributed to the personal represen- tatives of such person's estate. Section 5. If all my children shall die prior to the com- plete distribution of the trust herein created, then in that event, all assets held by the Trustee shall be distributed to my heirs-at-law in accordance with the laws of descent and distribution then in effect in the State of North Carolina, the identity of such heirs to be de- termined as though I had died upon the happening of such event. Section 6. Anything in this Will to the contrary notwith- terminate and the assets thereof shall be distributed outright to such persons as are then entitled to the income therefrom and in the same proportions; but if no person is then entitled to a specific portion of income, then to the then living income beneficiaries, per stirpes. Section 7. If my Trustee determines that continuation of any trust being administered under this my Will is contrary to the best interests of the beneficiaries hereof by reason of (1) legisla- tion, or (2) unforeseen changes or circumstances, or (3) because the value of the trust's assets are at such a level, in the sole judgment of my Trustee, as to make continued administration thereof financiall~ burdensome and uneconomical, then my Trustee, in its sole discretion, may terminate such trust and distribute the principal thereof, toge- ther with undistributed income, to the persons then entitled to re- ceive income therefrom, or to have it accumulated for their benefit, in the same shares as those in which such income is then being dis- tributed to, or accumulated for, them. Section 8, No Trustee of mine under this my Will shall be required to make or file any inventory, appraisal, account or report to any court, or to give bond, but my Trustee shall, at least annual- ly, furnish to each adult person and to the guardian, if any, of any minor person then entitled to receive income from this trust, a state- ment showing the property then held by my Trustee and the receipts and disbursements hereunder. Section 9. Any Trustee of any trust created by this Will may at any time resign by thirty (30) days' written notice to the the~ living income beneficiaries of such trust provided such resignation shall become effective only upon the written acceptance of the Suc- cessor Trustee appointed as provided herein. The then living income beneficiaries of such trust who have reached majority age or the guardians of any living income benefici- Upon the resignation or removal of the Trustee of any trust created by this Will, the then living income beneficiaries of such trust who have reached majority age or the guardians of any living income beneficiaries who have not reached majority age, shall by written instrument appoint a Successor Trustee. Should such benefi- ciaries or guardians thereof for any reason fail or refuse to appoint such Successor Trustee, then upon application of any person intereste¢ in such ~trust or upon application of the retiring Trustee, such Suc- cessor may be appointed by the Clerk of Superior Court of Forsyth County, North Carolina, acting without the necessity of a special proceeding of service or any beneficiaries of the trust. ARTICLE VI. If my wife shall not survive me, I appoint JEFFREY JOHN GLEISER, DANIEL NELSON GLEISER, and CYNTHIA ANN GLEISER, to be the guardians of the person of my minor children, or any child of mine suffering from a disability or incompetency, to have exclusive con- trol, care and education. I direct that no bond or other security shall be required of any guardian appointed herein in any jurisdic- tion for the faithful performance of their respective duties as guardians. ARTICLE VII, I nominate and appoint my wife, PATRICIA ANNE GLEISER, as Executrix of my Will, fully authorizing her to serve without bond. If for any reason my said wife fails to qualify as my Executirx, or qualifies but fails to complete the settlement of my estate, then I nominate and appoint JEFFREY JOHN GLEISER, DANIEL NELSON GLEISER, and CYNTHIA ANN GLEISER, as co-Executors of my Will, with all the full power and authority conferred upon my original Executrix named herein. A~T~T.~ VTTT estate or in any trust, as freely as I might in the handling of my own affairs. Such power may be exercised independently and without prior or subsequent approval of any court or judicial authority, and no person dealing with the Executor or Trustee shall be required to in- quire into the propriety of any of their actions. I specifically grant to my Executor or Trustee the power to make distributions (in- cluding the satisfaction of any pecuniary bequests) in cash or in specific property, real or personal, or an undivided interest therein or partly in cash and partly in such property. IN WITNESS ~rEREOF, I sign, seal, publish an~declare instrument to be my Last Will, this /~ -- day of ~ , 1983, at Winston-Salem, North Cato 1~. this ( SEAL NORTH CAROLINA ) ) FORSYTH COUNTY ) The foregoing instrument, consisting of this and Eight (8) preceding typewritten pages, was signed, sealed, published and de- clared by GERALD NELSON GLEISER, the testator, to be his last Will, in our presence, and we, at his request and in his presence and in the presence of each other have hereunto subscribed our names as wit- nesses, this /7 day of ' ~~~~ , 1983, at Winston-Salem, North Carolina. ~ WITNESSES: NORTH CAROLINA ) ) FORSYTH COUNTY ) I, GERALD NELSON GLEISER, the testator, sign my name to this instrument, this [7" day of , 1983, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as my Last Will and Testament, and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen (18) years of age or older, of sound mind, and under no constraint or un- due influence. ~~~~~ (SEAL) GERALD NELSONGLEISER WE, C, J. ALEXANDER, II , ELAINE M, WELBORN , and MICHAEL L. ROBERSON , the witnesses, sign our names to this in- strument, being first duly sworn, and do hereby declare to the under- signed authority that the testator signs and executes this instrument as his Last Will and that he signs it willingly, and that each o-f us, in the presence and hearing of the testator, hereby signs this Will as witness to the testator's signing, and to the best of our knowledge the testator is eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. WITNESSES: NORTH CAROLINA ) ) FORSYTH COUNTY ) SUBSCRIBED, sworn to and acknowledged before me by GERALD NELSON GLEISER, the testator, and subscribed and sworn to before me by C. J. ALEXANDER, II ELAINE M. WELBORN and MICHAEL L Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 09/01/2004 GLEISER PATRICIA ANNE 469 WOODCREST DRIVE MECHANICSBURG, PA 17050 RE: Estate of GLEISER GEP~ALD NELSON File Number: 2004-00511 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 09/11/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, GLENDA FAI{NER STRASBAUGH Clerk of the Orphans' Court CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ~ ~F"~ ~qL/~ A]~-L~e3 ~/ d~'-g I ~qlr_r/~. Date of Death: ,~ /~ ~'.~. ~-o~ ~ To the Register: I certify that notice of (benefldal 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 ,3ct~, e_ i O ,,Te~ ~' : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Address Telephone ('~t Capacity: ~ Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96l RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GLEISER PATRICIA ANNE 469 WOODCREST DRIVE MECHANICSBURG, PA 17050 -----~-- fold ESTATE INFORMATION: SSN: 066-30-3108 FILE NUMBER: 2104-0511 DECEDENT NAME: GLEISER GERALD NELSON DATE OF PAYMENT: 03/01/2005 POSTMARK DATE: 02/28/2005 COUNTY: CUMBERLAND DATE OF DEATH: OS/23/2004 NO. CD 005004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $12.93 I I I I I I I I TOTAL AMOUNT PAID: $12.93 REMARKS: CHECK# 1165 SEAL INITIALS: CCP RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE BiJI To: InvoiceNo: Invoice Date: Estate of: Estate No: 250 3/14/2005 GERALD N. GLEISER 21-2004-0511 PATRIOAA GLEISER 469 WOODCREST DR JA MECHANICSBURG, PA 17050 287.00 Total $287.00 Qty 1 Fee Description Additional Probate Fee Total: $287.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. " , (,';, lJ" III~ ; ~ ,",,; ~ ;,~, .0 ~ l'r.\u~ ~ ~ c} d ~ 1). ::1..- '[ l.J') , 0 L, "". ?:(I/'ln ~ ~ 1< .. -U~J .,,,,, 1< C:lo-O L 0. C"\J OJ ,... 11 ~ '" "l.I') ~ ' ~~ 0:> C') M I: I- ()O cD C'() C"-J I ~ ~ ::j, (C- eo ,~ ~ a .~B ~ ~ ~~~~ "- a - ~~~~ c:c: ~ _ , v1 ,- ,) - u.. y ~~ u. ~;~ i ~"'.- ( L-.,'"':'! C,.'~ s: 8 g -.. ~, ~ j ~ REV-1500EX:6-0U) w ... :.::S((J ,,"'''' w"" :rOO "",~ ..<II .. '" z o !;( I-' ::l II.. :E o (,) X ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 D"_,L-<'_ 30'S C\) P i) 0' 07 //11 R--\ I q c'\) ," .,U, CA; '. C' REV -1 50 0 ;).S-V INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER OFFICIAL USE ONLY FILE NUMBER 2. L - ~"l 12 0 5 II COUNTY CODE YEAR I- Z W C W (,) W C DECE ENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) S AL-D 3/ (() 'l SOCIAL SECURITY NUMBER 00 30 N LEI Sbl<.. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 05 3/cX 11/03 /Q3S (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) P41RIClA A THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ -1S/:5/2, [01. Original Return D 4. Limited Estate M6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (,jate 01 death alter 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy alTrust) D 10. Spousal Poverty Credit (dale 01 death between 12-31-91 and 1-1-95) D 3. Remainder Return (date 01 death prior to 12-13-82) D 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AttachSchO) ... z w o z o .. ., w '" '" o " NAME PArR/CiA A. GU:::I'S.6R- COMPLETE MAILING ADDRESS ,"-.. ' %9 \I\.J ood cr<=.~ ldY'1 lie.. ~cYlani(.,~J PA }t050 FIRM NAME (II Applicable) TELEPHONE N~BEf- 7 A.. h/7 ) ~- 03- Ih- 1. Real Estate (Schedule A) 2 Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) .;;1.30, C:OO. <90 ' '8Q,558 ,5/ . None Nom.. ;)...7. ,:),,75.48 ;;),87.3) None... ;\,) (.i) m_ OFFiCIAL IJ,SfONLY z o !ci: ..J ::l l- ii: <I: (,) w 0:: 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule GorL) 8, Total Gross Assets (total Lines 1-7) (8) g , (04-1. 8'0 I/l} 535.09 (11) (12) (13) I <iS7, /1 fo. '8<4 159, q44-. 4-1 N Ohe.. /59, <=1#.4-1 . (6) (7) 347) J~. 00 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11, Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus Line 11) (9) (10) .X 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax /59 ,'14t.f1 ,On rate, ortran:~ers under Sec. 9116 (a)(1.2) , (15) 16. Amount of Line 14laxable allineal rate ~<O7. 3\ x,o_ (16) 17. Amount of Line 14 taxable at sibling rate None x .12 (17) 18. Amount of Line 14 taxable at collateral rate NOYJe.. x .15 (18) 19 Tax Due (19) -o- J;),. Cf3 Ncne None.. 1~,93 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT v--.. Decedent's Complete Address: STREET ADDRESS 4U1 VVcx:d ~ I)r-; V(... CITY ~1C$hu STATE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,;:{.C(3 Total Credits (A + B + C ) (2) -0- 3 InteresVPenally if applicable D. Interest E. Penally (3) (4) (5) (5A) 4. TotallnteresUPenally ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. ZIP 1'70 -0- -0- l.:t. Cf3 - 0- 1~.q3 (5B) Make Check Payable to: REGISTER OF WILLS, AGENT .H_-~- U II i [ 1Ill1I1l1l!IU!I!.IU _IU I ..~lli"IlI~~Jli!i,1ll!!l\II PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Ves a. retain the use or income of the property transferred;........ ................. .................. ..... 0 b. retain the right to designate who shall use the property transferred or its income;. ... ............. . 0 c. retain a reversionary interest; or....... .. 0 d. receive the promise for life of either payments, benefits or care? ............... ................ ....... D 2. If death occurred after Oecember 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ . 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . ..................... .... 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. No o ~ ~ !if 8"" if Under penalties of periury, I declare that I have examined lhis relurn, including accompanying schedules and statements, and to the best of my knowledge am:! belief, Jt is lrue, correct and complete Declaration of preparer other \han the personal representalive is based on all information of which preparer has any knowledge. )( SIGNATURE 0; PE~SON RESPONSIBLE ~ FILI~G RETURN 00;/;'0': _ J A. 'II;' .~;) ADDRE S q VI! SIG RE OF PREP DATE ,;z/02? /0.0-' 1 _PATE I ~/ !O/05 ADDRESS J/~,_Ll ~/q8' v~yr1 Fanns a. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use ot the surviving spouse is 3% [72 P.S. 99116 la) (1.1) (i)). HOY'n2bu~ ' PA nil) For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 59116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 59116(1.2) [72 P.S. 59116(a)(I)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 59116(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. ~ ~ u Ol ~ '1:: .... u GJ .... ~ ~] .. ... =~ ~ f-I ~ ... -g Z .... :r = o Ol Ol < (W = ~ . 1:1 .. GJ ~ ~ m~ Ul .... ~ 0... GJ .<: .... .... < til"Ul " .. ~ . = :.;~ :!:tIlGJ =='5 .... ....GJ Q) ~ .... <dB Q) c" ........ .. .,.{ '1""1 . ~...; ~~u =:;=r~:~:i:~=-!; 'fA Dc RECORDED on tlM8 ..._......................... dI],ll 01 ..................:.......:::................. 00 y A. D. 19....~..., '" the Reoorder's ofJi,oe 01 the BMd Countt!. in Deed Book /\ Vol. ...2it.........., Page k.7..~:........... Given under mil h~~ the Beat of t~ ~!. d4te a.bovo 'written. .-~."" :... \ ~ . \'~ ...............................................:...................., Recorder. . MADE THE 11 >1:" of our Lord one thousand nine huftdred daIv of December ninety in the lIeM BETWEEN EILEEN M. SCHOEN, now known as EILEEN S. GITHENS and FREDERIC C. GITHENS, Husband and wife, of Columbia, South Carolina ,; Grantor , and GERALD N. GLEISER and PATRICIA A. GLEISER, husband and wife, of Winston Salem, North Carolina Grant66 WITNESSETH, that in oOll8ideration of One hundred, Forty-five thousand---------- ----------------------------------------($145,000.00)--------------------Do~r8. ift hand paid, tho reoeipt wllereof is herebll aolmowledged. tile said grantor s do lIerebl/ gfV!Alt and oon"6I/ to the ,aid grantee s . ALL THAT CERTAIN piece or parcel of land situate in the Township of Hampden, Cumberland County, Pennsylvania, more particularly bounded and described as follows: BEGINNING at a point on the northern line of Kentwood Drive at the eastern 11M of Wooclcrest Drhe: thene,e Along Woorlcr...,t Dri VI') North 17 d,,!!ree,q 04 minutes West one hundred twenty-five (125) feet to land now or late of Good Hope, Inc.; thence along said land North 72 degrees 56 minutes East one hundred thirty-Hve (135) feet to Lot 30 on the hereinafter mentioned Plan; thence along said Lot 30 South 17 degrees 04 minutes East one hundred twenty-five (125) feet to the northern line of Kentwood Drive; thence along said Kentwood Drive South 72 degrees 56 minutes West one hundred thirty-five (135) feet to a point, the place of BEGINNING. BEING Lot No.1, Section H, Plan 5, Good Hope Farms, which Plan is recorded in Plan Book 19, Page 72, Cumberland County Records. HAVING THEREON ERECTED a split level dwelling house known and numbered as 469 Woodcrest Drive, Mechanicsburg, Pennsylvaia. BEING THE SAME PREMISES which George W. Schandel and Bobbi J. Schandel, husband and wife, by Deed dated August 28, 1987 and recorded May 10, 1990 in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book 0, volume 34, Page 67, granted and convyed unto Eileen M. Schoen and Frederic C. Githens. The said Eileen M. Schoen has since intermarried with Frederic C. Githens and is now known as Eileen S. Githens. Township 01 Ii ~'7J tIl- Cumbo Co.. Pa --!: % RO'.l1 E.t.talran8Iar Tall ~, . ..., ~r. 7 ,;1..\ ~ ~d /:. .~~~_j f/a.LS ~~ . p" -- , ',' .' "'u.rnb Co., u. :'il'hOOl 1)1,,1..... . ..+-% \~ciJl CE-UI1U 1rnoef6r Tox OJ' ," .., ,,' r? ('1 ) l , ,,, IN WI7'NESS WHEREOF. said, g'ranto'rs 1ut vehe'reunto set their tho day ,mt!. y"a" fl'rst alll)'"'' 'Im'ittml. !utn/t oS and seat S 6i.Q'lleb, 6ealeb aRb BeUbmb c., ..~53ik~.~;~~~.~..~.~.................... SWB of <c dt 1 ~iI' Itmf- L Couftttl of l!.1~M"''1d r'" On this, the rt d4v of ~Ctwlhe~ . 1fJeR), before me. a Notary Public the undersigned o/ftoer, personall1l appeared Eileen M. Schoen, now known as Eileen S. Githens and Frederic C. Githens, husband and wife, . ~I:'~.':'.....".~. known to me (or satisfactonl1l prollen) to be the person S whose name s are snb/lar'l1~ ~t!i\>' v~ within i7l8trument, and 40kMwledned tha.t tl,,,y executed /la.me for the P?lr)),,'s6a.tlQ:rei,..... .,. $:" OontciMct. '. "l : " o:r ! .. j : -.l . iN WiTNESS WHEREOF, i :-... r .... :"'c\~\~~>!;! ~!~qll~pj;;;s'j\iiguSI:ii;'2'60o....................~:;a .. ,.''cQ~~ .." .....nm.u~..n"n....n.'.u~~nn~::~~~~":~:~n...nu........."....n"~.:~.:~','!.',t\.'. Titte of O/ftoer. State of }s.. County of On this. the 0011 of ,19 , before me, the under.igned o/ftoer, perSonall1l appelU'ed known to me (or sa.ti8factorilv prD1len) to be the person within ifl8trument, MId. aoknowledged that oontained. IN WITNESS WHEREOF, I hereunto 8et mll hMld. and o/ftoial 8eal. whose name subsoribed to the ell:eouted same for the purposes therein ......................................................................................~ .."T".~.~."nnT .....'.n.""..".....".n"..~...u...".."..."n... ....~....n"... ...=<, ..., Titte of Offioer. . : '"1 do herebll oerti~ that the ppe0i.8e. NJaidenoe 1lhUf. complete po.t o/ftoe address of the wtth,n named grantee is -'Y 69 tel ()"rl..c'rf> c;'F '.Z>'~I.:2'k'. . ,_ 1'-/0.1)(:)//1<:: ;;hIU)/ r~A I 70~ l~ 19 9 <' /' /. I :;../.() ,"I / / ,</-><~ / No. 2004-00511 PA No. 21-04-0511 Estate Of: GLElSER GERALD NELSON (Last, First, Middle) Late Of: HAMPDEN TOWNSHIP CUMBERLAND COUNTY Deceased Social securi ty No: 066-30-3108 WHEREAS, on the 1st day of June 2004 an instrument dated February 18th 1973 was admitted to probate as the last will of GLElSER GERALD NELSON UAst. RU/, Middle! la te of HAMPDEN TOWNSHIP, CUMBERLAND County, who died on the 23rd day of May 2004 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNERSTRASBAUGH Register of wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: GLElSER PA TRICIA ANNE who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 1st day of June 2004. ~'./~?nrir~/~k" ~/~ p~/~uy **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) - J- --~O"""''''''''''-' joint owner taking by survivorship or beneficiary shall take such property or interest in property subject to all encumbrances existing at the time of my death. J ....'-,/ .-1 // lJJast Bill aub- mtstmtttm STATE OF NORTH CAROLINA ) ) COUNTY OF FORSYTH ) I, GERALD NELSON GLEISER, domiciled in Forsyth County, Nort Carolina, declare this to be my Last Will, hereby revoking all Wills and Codicils heretofore made by me. ARTICLE I. I direct that all my just debts, my funeral expenses, and the cost of a suitable tombstone or marker for my grave, and the cost of administration of my estate be paid by my Executor out of the prin- cipal of my estate, ARTICLE n. I direct that all estate and inheritance taxes and other taxes in the general nature thereof which shall become payable upon 0 by reason of my death, with respect to any property passing by or under the terms of this Will or any Codicils to it hereafter executed by me, or with respect to the proceeds of any policy or policies of insurance on my life, or with respect to any other property which shall be included in my gross estate for the purpose of such taxes, shall be paid by my Executor Gut of the principal of my residuary estate. In the event that any property or interest in property passing under this Will or by operation of law or otherwise by rea- son of my death shall be encumbered by a mortgage or a lien, or shall be pledged to secure any obligation (whether the property or interest in property so encumbered or pledged shall be owned by me jointly or individually), it is my intention that such indebtedness shall not be charged to or paid from my estate, but that the devisee, legatee, joint owner taking by survivorship or beneficiary shall take such property or interest in property subject to all encumbrances existing STATE OF NORTH CAROLINA ) ) COUNTY OF FORSYTH } I, ,~~J~, ,~~~bk (R.f.t8ER, domiciled in Forsyth County, Nort - _.. . " -~,,'< ~- - ',' >~ ?'L'!'i"_'';;: , "" ''?:~y revoking all Wills made ARTICLE I. I direct that all my just debts, my funeral expenses, and the cost of a suitable tombstone or marker for my grave, and the cost of administration of my estate be paid by my Executor out of the prin cipal of my estate, ARTICLE n. I direct that all estate and inheritance taxes and other taxes in the general nature thereof which shall become payable upon 0 by reason of my death, with respect to any property passing by or under the terms of this Will or any Codicils to it hereafter executed by me, or with respect to the proceeds of any policy or policies of insurance on my life, or with respect to any other property which shall be included in my gross estate for the purpose of such taxes, shall be paid by my Executor out of the principal of my residuary estate. In the event that any property or interest in property passing under this Will or by operation of law or otherwise by rea- son of my death shall be encumbered by a mortgage or a lien, or shall be pledged to secure any obligation (whether the property or interest in property so encumbered or pledged shall be owned by me jointly or individually), it is my intention that such indebtedness shall not be charged to or paid from my estate, but that the devisee, legatee, joint owner taking by survivorship or beneficiary shall take such property or interest in property subject to all encumbrances existing ~17~ .f . / . /1' ,J;/~(t6ftjJ&} k/A~r~u^, \ at the time of my death. \ \ ...-.........i.....VL.oL> L.J...L" ..._............'-H ..... .L. LHi;:;4Uear:n to my wire" PATRICIA ANNE GT.l...IEISER. I~~ ~u~ SUdLL survive me. all my personal effects and all tangible ! Iper~onal property, including automobiles, owned by me and held for I personal use at the t:i.me of my death, but excluding cash on ""nr! ,w laforesaid property (subiect to the pxrp~r1nn~). T ~0 ~c:::c:"!-;:.'" I ~J I ,:,<1 1.....c ...."t.._\ I 1", ,-,~" T"- ~ ,;.-1... ....-'-l._lCdl,....I,.L Ideposit, securities, chases in action or other intamdhles Section 2. If my said wife shall nor ~11""V; ",T~ TnP lunto my Executor. to be divided among my then living children in such la manner, as my Executor, in its sole discretion, shall determine to be in their best interests. My Executor may distribute all or any part of aforesaid personal property to anyone or several of the par- ties named herein. It is my desire that my Executor distribute such of the above personal property according to my desires as set forth in a memorandum by me, found with my valuable papers. ~, .~,.". ,'i;;;",,,. . .,;f'::....:. .7 If there shall be : ,_'C1F)t_I,..~~t .......L..:-.... _"',:-',>',', become part of my' residuary estate and' ~d"i.sposed of by my ~xecutor llur- suant to ARTICLE V hereinbelow. Section 3. In the distribution of my tangible personal property as set out hereinabove, if anyone of my children is dis- tributed personal property and is a minor or under a disability or incompetent, such child's share may be delivered to the person with whom such child is residing, or to such child's legal guardian, or directly to such child. The receipt of the guardian, or the person with whom such child resides, or the receipt of such child, shall con- stitute a full acquittance of my Executor with respect to the legacy so delivered. This authority is given my Executor notwith~~~' , ~ u~'iU<=a~H L-V my W.Ll_e, J:"l\llUL;l.A ANNE GLEISER, if she shall survive me, all my personal effects and all tangible personal property, including automobiles, owned by me and held for personal use at the time of my death, but excluding cash on hand or on deposit, securities, choses in action or other intangibles. Section 2. If my said Wife shall not survive me, all of the aforesaid property (subject to the exceptions), I do hereby bequeath unto my Executor, to be divided among my then living children in such a manner, as my Executor, in its sole discretion, shall determine to be in their best interests. My Executor may distribute all or any part of aforesaid personal property to anyone or several of the par- ties named herein. It is my desire that my Executor distribute such of the above personal property according to my desires as set forth in a memorandum by me, found with my valuable papers. If there shall be any of the aforesaid personal property which shall not be distributed hereunder, said personal property shall become part of my residuary estate and disposed of by my Executor pur- suant to ARTICLE V hereinbelow. Section 3. In the distribution of my tangible personal property as set out hereinabove, if anyone of my children is dis- tributed personal property and is a minor or under a disability or incompetent, such child's share may be delivered to the person with whom such child is residing, or to such child's legal guardian, or directly to such child. The receipt of the guardian, or the person with whom such child resides, or the receipt of such child, shall con- stitute a full acquittance of my Executor with respect to the legacy so delivered. This iuthority is given my Executor notwithstanding tf law to the contrary. I direct that any ex- safeguarding or delivering such property be paid any statute or rule penses incurred in from my estate as an administrative Q~ense thereof. 7'" ;' /4 ..(/-11 il /~. {.~. ---- Section 1. All of the residue of the property which I may own at the time of my death, real or personal, tangible and intan- gible, of whatsoever nature and wheresoever situated, including all property which I may acquire or become entitled to after the execution of this Will, including all lapsed legacies and devises or other gifts made by this Will which fail for any reason (but excluding any prop- erty over or concerning which I may have any power of appointment), I bequeath and devise in fee to my wife, PATRICIA ANNE GLEISER, if living. Section 2. If my wife, PATRICIA ANNE GLEISER, and I die under such circumstances that there is not sufficient evidence to determine the order of our deaths, then it shall be presumed that she survived me, and my estate shall be administered and distributed, in all respects, in accordance with such presumption. ARTICLE V. If my said wife shall not survive me, I direct that, after satisfying all the bequests and devises hereinabove set out and after the payment of all administration expenses and all death taxes as directed in ARTICLES I and II, my Executor shall deliver and convey my aforesaid residuary estate to JEFFREY JOHN GLEISER, DANIEL NELSON GLEISER, CYI~THIA ANN GLEISER, and DANIEL JOSEPH SULLIVAN, in trust for the use and purposes hereinafter set forth and I direct that my residuary estate (hereafter referred to as my trust estate) so passin to my Trustee shall be administered and disposed of upon the followin terms and provisions, that is to say: Section 1. My Trustee shall payout or use such part or al of the income of the trust as my Trustee may deem best in its discre- tion to provide for the support and education of my descendants. Any income not paid out or used currently shall be accumulated and added to trust principal. My Trustee shall be authorized to distribute such part of the principal of this trust at any ,.4'me and from time to time in such =UUUUl..b "b lUY lI;Usr:ee may deem best in its discretion to provide for the support and education of my descendants. In making discretionary distributions of trust income and principal as provided above, my Trustee shall take into consideration any other means of support my descendants may have which is known to my Trustee. If my Trustee determines in its discretion that a descen dant has completed his or her education, or in normal course should have completed his or her education, my Trustee shall not make there- after any such discretionary distributions for the support and educa- tion of such descendant unless in its judgment there is ample propert to support my wife and educate my other descendants, or if such de- scendant is unable to support himself or herself. My primary desire is that my children be supported in rea- sonable comfort and properly educated, rather than that the principal of this trust be preserved until the division of this trust into sep- arate shares, and I wish my Trustee to be guided by this desire in making any such discretionary distributions. Section 2. When no then living child of mine is less than twenty-one (21) years of age, or when there is no child of mine then living, whichever first occurs, my Trustee shall divide the property of this trust into as many equal shares as will allow my Trustee to set apart one such share for each of my children then living, and one such share for the descendants then living of each of my deceased children. Such child's share shall either be distributed or remain in trust as provided in Section 3 below and shall be maintained by my Trustee under the same conditions as set out in Section I above until distribution pursuant to Section 3. The share set aside for any of the descendants of a deceased child shall be distributed to such descendants subject to the provisions of Section 4 hereinbelow. Section 3. As each living child of mine who has a separate trust set up in Section 2 above shall reach the age of twenty-one (21) years, such child shall have the option to request that my Trus- , L" . amounts as my Trustee may deem best in its discretion to provide for the support and education of my descendants. In making discretionary distributions of trust income and principal as provided above, my Trustee shall take into consideration any other means of support my descendants may have which is known to my Trustee. If my Trustee determines in its discretion that a descen dant has completed h;ts or her education, or in normal course should have completed his Ol: her education, my Trustee shall not make there- after any such discl:etionary distributions for the support and educa- tion of such descendant unless in its judgment there is ample propert to support my wife and educate my other descendants, or if such de- scendant is unable to support himself or herself. My primary desire is that my children be supported in rea- sonable comfort and properly educated, rather than that the principal of this trust be preserved until the division of this trust into sep- arate shares, and I wish my Trustee to be guided by this desire in making any such discretionary distributions. Section 2. When no then living child of mine is less than twenty-one (21) years of age, or when there is no child of mine then living, whichever first occurs, my Trustee shall divide the property of this trust into as many equal shares as will allow my Trustee to set apart one such share fOl: each of my children then living, and one such share for the descendants then living of each of my deceased children. Such child's share shall either be distributed or remain in trust as provided in Section 3 below and shall be maintained by my Trustee under the same conditions as set out in Section 1 above until distribution pursuant to Section 3. The share set aside for any of the descendants of a deceased child shall be distributed to such descendants subject to the provisions of Section 4 hereinbelow. Section 3. As each living child of mine who has a separate trust set up in Section 2 above shall reach the age of twenty-one (21) years, such child shall have the oution to request that mv Trus- ~~",...,-_..<.., child not request distribution of his or her share, my Trustee shall maintain said share in trust under the terms and conditions set out herein until such demand shall be made by such child. Should any of my children who would otherwise be entitled to distribution of his or her share be under a disability or incompetent at the time of dis- tribution, I hereby authorize my Trustee, in its sole discretion, to maintain said property under the same terms and conditions as set out in Section 1 until such time as such disability or incompetency is removed. Section 4. Should any such descendant of a deceased child of mine entitled to receive any money or property under this ARTICLE be less than twenty~one (21) years of age, my Trustee shall be au- thorized to hold such descendant's money or property in trust for suc perSon until such person becomes twenty-one (21) years of age, and to use such part of the income and principal of the trust as my Trustee may deem best in its discretion to provide for the support and educa- tion of such person. Any income not paid out Or used currently shall be accumulated and added to trust principal. When such person is twenty-one (21) years of age, the property then remaining in the trus shall be distributed to such person, and if such person should die before becoming twenty-one (21) years of age, the property then re- maining in the trust shall be distributed to the personal represen- tatives of such person's estate. Section 5. If all my children shall die prior to the com- plete distribution of the trust herein created, then in that event, all assets held by the Trustee shall be distributed to my heirs-at-la in accordance with the laws of descent and distribution then in effec in the State of North Carolina, the identity of such heirs to be de- .'"" . <.??r'~ .,c..:.".':'" <.'C' - termined as though I had died upon the happening of such event. Section 6. Anything in this Will to the contrary notwith- standing, no trust (other than a trust of a vested interest) created l-.~....._~___ 1 _F nere~n unt~l such demand shall be made by such child. Should any of my children who would otherwise be entitled to distribution of his or her share be under a disability or incompetent at the time of dis- tribution, I hereby authorize my Trustee, in its sole discretion, to ma:f.Ifta1l:h~ll'a1td pt1:l'perty tinder the same terms and conditions as set out in Section 1 until such time as such disability or incompetency is removed. Section 4, Should any such descendant of a deceased child of mine entitled to receive any money or property under this ARTICLE be less than twenty~one (21} years of age, my Trustee shall be au- thorized to hold such descendant's money or property in trust for suc person until such person becomes twenty-one (21) years of age, and to use such part of the income and principal of the trust as my Trustee may deem best in its discretion to provide for the support and educa- tion of such person. Any income not paid out or used currently shall be accumulated and added to trust principal. When such person is twenty-one (21) years of age, the property then remaining in the trus shall be distributed to such person, and if such person should die before becoming twenty-one (21) years of age, the property then re- maining in the trust shall be distributed to the personal represen- tatives of such person's estate. Section 5. If all my children shall die prior to the com- plete distribution of the trust herein created, then in that event, all assets held by the Trustee shall be distributed to my heirs-at-la in accordance with the laws of descent and distribution then in effec in the State of North Carolina, the identity of such heirs to be de- termined as though I had died upon the happening of such event. Section 6. Anything in this Will to the contrary notwith- standing, no trust (other than a trust of a vested interest) created hereunder shall continue beyond twenty-one (21) years after the death of the last to die of those beneficiaries who were living at the time of my death: and upon the expirat~~ of ~uch period, ;atl trusts shall ""'.^'.._,o,.,.....~,."'''''~..,,'''.~,..., "\ terminate and the assets thereof shall be distributed outright to suc persons as are then entitled to the income therefrom and in the same proportions; but if no person is then entitled to a specific portion of income, then to the then living income beneficiaries, per stirpes. Section 7. If my Trustee determines that continuation of any trust being administered under this my Will is contrary to the best interests of the beneficiaries hereof by reason of (1) legisla- tion, or (2) unforeseen changes or circumstances, or (3) because the value of the trust's assets are at such a level, in the sole judgment of my Trustee, as to make continued administration thereof financiall burdensome and uneconomical, then my Trustee, in its sole discretion, may terminate such trust and distribute the principal thereof, toge- ther with undistributed income, to the persons then entitled to re- ceive income therefrom, or to have it accumulated for their benefit, in the same shares as those in which such income is then being dis- tributed to, or accumulated for, them. Section 8, No Trustee of mine under this my Will shall be required to make or file any inventory, appraisal, account or report to any court, or to give oond, but my Trustee shall, at least annual- ly, furnish to each adult person and to the guardian, if any, of any minor person then entitled to receive income from this trust, a state ment. show.ing the property then held by my Trustee and the receipts and disbursements hereunder, Section 9. Any Trustee of any trust created by this Will may at any time resign by thirty (30) days' written notice to the the living income beneficiaries of such trust provided such resignation shall become effective only upon the written acceptance of the Suc- cessor Trustee appointed as provided herein. U,ving:i,nclllllle benefictaries of such trust who have e Qr the guardians of any living income benefici- arieR whn h~;-;I::lo' T'U"'-t- .,....O'<:1rro.'h.....A: ......... ~ ..........~ ....-- --- - __ _..___~~" L.U " spec1J::tc portion of income, then to the then living income beneficiaries, per stirpes. Section 7. If my Trustee determines that continuation of any trust being administered under this my Will is contrary to the ~~t interests of the beneficiaries hereof by reason of (1) legisla- tion, or (2) unforeseen changes or circumstances, or (3) because the value of the trust's assets are at such a level, in the sole judgment of my Trustee, as to make continued administration thereof financiall burdensome and uneconomical, then my Trustee, in its sole discretion, may terminate such trust and distribute the principal thereof, toge- ther with undistributed income, to the persons then entitled to re- ceive income therefrom, or to have it accumulated for their benefit, in the same shares as those in which such income is then being dis- tributed to, or accumulated for, them. Section 8. No Trustee of mine under this my Will shall be required to make or file any inventory, appraisal, account or report to any court, or to give bond, but my Trustee shall, at least annual- ly, furnish to each adult person and to the guardian, if any, of any minor person then entitled to receive income from this trust, a state ment showing the property then held by my Trustee and the receipts and disbursements hereunder. Section 9. Any Trustee of any trust created by this Will may at any time resign by thirty (30) days' written notice to the the living income beneficiaries of such trust provided such resignation shall become effective only upon the written acceptance of the Suc- cessor Trustee appointed as provided herein. The then living income beneficiaries of such trust who have reached majority age or the guardians of any living income benefici- aries who have not reached majority age, may by thirty (30) days' written notice to the Trustee of any such trust remove such Trustee, provided such removal shall be effective only upon the written ac- f ceptance of a Successor Trustee ap;pbinted as provigpd herein. f/ Ii /} // Upon the resignation or removal of the Trustee of any trust created by this Will, the then living income beneficiaries of such trust who have reached majority age or the guardians of any living income beneficiaries who have not reached majority age, shall by written instrument appoint a Successor Trustee. Should such benefi- ciaries or guardians thereof for any reason fail or refuse to appoint such Successor Trustee, then upon application of any person intereste in such trust or upon application of the retiring Trustee, such Suc- cessor may be appointed by the Clerk of Superior Court of Forsyth County, North Carolina, acting without the necessity of a special proceeding of service or any beneficiaries of the trust. ARTICLE VI. r:e my wife shall not survive me, I appoint JEFFREY JOHN GLEISER, DANIEL NELSON GLEISER, and CYNTHIA ANN GLEISER, to be the guardians of the person of my minor children, or any child of mine suffering from a disability or incompetency, to have exclusive con- trol, care and education. I direct that no bond or other security shall be required of any guardian appointed herein in any jurisdic- tion for the faithful performance of their respective duties as guardians. ARTICLE VII. I nominate and appoint my wife, PATRICIA ANNE GLEISER, as Executrix of my Will, fully authorizing her to serve without bond. If for any reason my said wife fails to qualify as my Executirx, or qualifies but fails to complete the settlement of my estate, then I nominate and appoint JEFFREY JOHN GLEISER, DAIlIEL NELSON GLEISER, and CYNTHIA ANN GLEISER. as co-Executors of my Will, with all the full power and authority conferred upon my original Executrix named -. ~'C^ J..,....._...~_ I nominate and appoint my Executrix of my Will, fully authorizing her to serve without If for any reason my said wife fails to qualify as my Executirx, or qualifies but fails to complete the settlement of my estate, then I nominate and appoint JEFFREY JOHN GLEISER, DAl~IEL NELSON GLEISER, and CYNTHIA ANN GLEISER. as co-Executors of my Will, with all the full power and authority conferred upon my original Executrix named herein. ARTICLE VIII. I hereby grant to my Executor and also to the Trustee of each trust established hereunder (including any substitute or succes- I I I I I I i I- i tll) j'k'V<) ; l.-( {)I( ..,.It' sor personal representative or Trustee) continuing absolute, discre- 7 with any p~erty, r;al or personal, held in my ~/ /J72~'/ I tl~.. '. . ~-t'''''(f.L'~', .C~"~../i:tf!et~ (SEAL) ( EAALD NE SON GLEISER Page Seven of Nine Pages of this Will Lionary power to deal ~" .. 'n I 1m ' . . - .. rill.. v LL ! i] L= n--'-n 'lI!m.. . . .. J ~~-' 4--:" 11 PlL.c.. ,j- >.,~ "u ' ~ ~ ,. _' ,~" ~ "~,,c,--,~,~...~,'-"t>';:'. ...._,. ll;~:':::"'";.:;.L.u~.,..:'~';":"4U~;,,b~j,.Jt""";O' ~~[".,~".[' ..'.. .' ~. '" ", .. .~ .. ~'.,,,,"_.,,~",~-~...., ,'~,..,~~"'""~~,=- _I "'1,r>;~,,~, Iii' ' 'It ",,")l]i!"-' -,.,- -,- --.:" '-~ ~",,->,~,,>.',,"-'""'''-'-''- '",;;';."",.,., - ,_",,,,,,-,''-l'''''f,~-:'_',c._..~~~......~~._.~e . __r"I~~,~,:"lL':""" -- ". '~'''~='""'2'2_=''''''~'''"'''''''' ~..;i i;l_"~,~: . "._C_ ...~...-.,,_._...T'..., ="" .' _-~--"._- .. L~GI..liiiiiiiii'iir .. ',_. .. . ,.;..;;."-....,..,.:,':,.,'''''~-~''..,; 'T"''-'}F'r~.......;.~",.,,:,;ti::',~;;-i;..~~;...,.',~'~'~'''-"----;'''-'-'~:-'--'-''_.~.":.~;,~:.",,,~,"b.,., ;~,;;r;~_ __.~... -.:-.;',,_......_._,~._,-.....~... ..~,'~,.......,.....'_..._.~_... ......._..:..~.-,......_......__.........-.,.-................~..__."~_'J...-. -- ,-"Jh"~ -=,2i ~~-=: ._. ....;.~~""""'A="'~.."."'.<.w..~-'== ..," '-"""=2'''''''~'~''''''~'._=- Rt::.fti:!!!_"~'~'.'.-.."."".-ni! "... .k" ".\;2"''';''''''''''''''''=' ~,- .' ~ -.-...--........","".,-*,. '~.-."" ~.~._"""'~.~._,... .~ ,..~~.-,....;,,~.<.. ' --.;..i.J..,.;....,;,...,;., <;...,."""""". ..' _.~..~,.- _~v~ o_'''u~..__..~ ,.,...., :,;",-,.,.,"'....,>.'l'~~~~. .. - ~~'-""''''''', -~.", ~,--~.., -.,,-.".-:.."'-....-.....- ~._-.:.ri ~ ._~=::=-:'.' -=:-IT:;-"io~_~.:t4-.21 -( ~~-.w-~Ii':~:-""'*''''.:--+'''-~ iI- .'..,.-. .... 'h_~"''':'''i~ll !;\...~_. ,_<;,_""..';:.":.:<:;';:;;';";'.:;;".;,..,,,,_~~ _' _,~. " _ d' . ',"lC T_..If,;w.. , !!I A .f.... .. 'c- "r';:: __, ~.~:t:" - \", _~~ "."-~"_!,,1.~.".~1f9~111;'!';" .. ~.- ..0':;)!'.)~" ... estate or in any trust, 3S f =_ll_glil.:_ -in the ....""'~ I I handling of my o~ ~WA-'-_ _:i,,~ ;\;\:.",,.'. I I affairs. Such power may be C;.;2"l;;('u Independently and ,,,ithout prior or subsequent approval of dUYC.,)tlCL ()T jud.ici;_'Ll authority, and no person deAling l'lith the ExeCULor ()r~ 'I'r;lstef' 31;(1 Li he requi-red to in- quire into the propriety of ,my n the i.- aC!.ion,.. I ., - ". 11 . SDeU:.L Jca_~y grant to my Executor or Trustee the P'h-I"l' i::~ L! ist~ibutions (iI1- (:luding the satisfaction of anv ""C'll'i:n- ,. bequi'''' .,.' in cash or in specific property, real or per SDr'" j ,{ ~~n 111ld ~ ~'.':llcd interest therein or partly in cash and partly L; '.:: "~r;"cL IN WITNESS WHEREOF, I :; 1 ',.'c', .,.,., "~ea L [nlb} ; ~.l" and. declare /, " ,." ~ " -~A..,{;t'~.4.':-<'''''~''1 this instrument to be my Last Will, tLi, day 1983, at lUnston~Salem, North Carn: i'lH ., j I,',,' /'''. i'~;'-.')~jl/: GERj\L1TITTT.SO~ GL1': ,/;: .. ',' , / c~~t-::.l..."'--'-- r~-:1~E (SEAL f;Jt! ~ h 1./ '>Zcl.:>p NORTII CAROLINA ) ) FORSYTH COUNTY ) The foregoing instrument, consisting of this and Eight (8) preceding typewritten pages, was signed, sealed, published and de- clared by GERALD NELSON GLEISER, the testator, to be his last Will, in our presence, and we, at his request and in his presence and in the presence of each other have hereunto subscribed our names as wit- nesses, this 17 North Carolina. day 0:1; J2d:t,/uY? ' 1983, at Winston-Salem, WIT N E SSE T H: NAME L V/~~ ADDRESS #1 ;/ML~ '.' . NAME ~~YI:(;f::::. ADDRESS If I C6 II t<Jii;k. ~t1A& .JJti pj f /)).in,/)~~4A71, 'IIe&V/(J( NAME 7t{/~~ 7~.~ .... ADDRESS I//.f A!/A...u-.tc. 5~' ." ,0-u :;../i" - J~' AJC. :;-7/N WIT N E SSE S: NORTII CAROLINA ) ) FORSYTII COUNTY ) I, GERALD NELSON GLEISER. the testator, sign my name to j1!- ~__'_A~ this instrument. this 17. day of . iI::-<-~----7 . 1983, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as my Last Will and Testament, and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen (18) years of age or , due influence. ~ (SEAL) WE, C. J. ALEXANDER.ll ELAINE M. WELBORN , and MICHAEL L. ROBERSON , the witnesses, sign our names to this in- strument, being first duly sworn, and do hereby declare to the under- signed authority that the testator signs and executes this instrument as his Last Will and that he signs it willingly. and that each of us, in the presence and hearing of the testator, hereby signs this Will as witness to the testator's signing. and to the best of our knowledge the testator is eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. WIT N E SSE S: litt:1x!f~ -7f&~ku.f f/ . 4?~u~ NORTH CAROLINA ) ) FORSYTH COUNTY ) SUBSCRIBED, sworn to and acknowledged before me by GERALD NELSON GLEISER, the testator, and subscribed and sworn to before me and under no constraint or undue influence. WIT N E SSE S: 6;C..~~.~ fiE dZ '1- '4!/ ~Lo NORTH CAROLINA ) ) FORSYTH COUNTY ) SUBSCRIBED, sworn to and acknowledged before me by GERALD NELSON GLEISER, the testator, and subscribed and sworn to before me by C. J. ALEXANDER, II ELA:INE M. WELBORN , and MICHAEL L. ROBERSON , witnesses, this 17th. day of February , 1983. 12m/. /[,8' A - f!/al_ll Ll A.A------ Notary blic @ OFf'tCIALSEAl. 7~/' -~.~... Ho~ Putolk;.. North caronna $1 ? : COunty of Forsyth < Bonny L. Ballard rAy commi$sion expkes Nav. 20. 1984 My Commission Expires: November 20, 1984. "'.' -~-"'--"~--'--'--""-'---"-"'- ," . ~_~__ .. ". ..___m . .. ~ .;,~;..".c~",,,,..,,,,,,,,.,,,-_ :&'.,,;,.<,;,-";,~~',,,,:; - .:;.....=- --',~".->"-,~',"<."",^.'<,,, ;-- ;;..'_.~- ,., ~.- -- ~."":;:~~.:';"::~~~'--:C':;'i'.,;.:;'o-' -.~;; .:>" -'""",,,~'. -" '('f .. "~." ," ..... '" -~"_.." ...., - ,",. "'_"~"_"'"'^'_ .,....,,'.- -'T"--' ".:.,~ d, _._._-~".-. "";'--.'.".'" --'-'" '-~;.~.-'".-.'.-- '-"~-~"'--. --"'- _'i~:;f--:)~~'-,.d;;;~:-" . . _.---- ~~---"-'-':!,h;"::.::;;:';':;"'"..~' '.'" ,..,...,........,~....,-.;..- ..... r _~ _,"'_"""" ":~i;~:-~~.: ~"_'",,''''',",...,.,.....,.-.,. =~<--~- ~'LC', ,_', . -~ -"'...-~ "'""~, "-..... "''<1",';'._ ~- - .~_..~~~"""""---.~ ,i&:Ii~~~;~. IVl MEMBERS 1st FEDERAL CREDIT UNION l\IIlIIIoIII..IIl".U....UU,...... IIUOO www,membe...,.t.org of Account , 165787105-01-04 105-31-0411 ~ 2 Moln Iwttohboord: (111) 1l1l7.1181 or (800) 283.2328 ColloM: (717) Il1lH372 or (1100) 283.4312 TOO: (717) 1l1l7-6312 01 (800) 283<2328 oxl. 6312 Tol....noh: (117) 1110.8048 or (800) 23H288 MARK YOUR CALENDARS FOR MEMBER APPRECIATION NIGHT WITH THE HARRISBURG SENATORS ON FRIDAY, JUNE 25. SEE THE ENCLOSED INSERT FOR MORE INFORMATION. ..-r./~'Jf(..~ ^-~........_"",_...",,,,.___ 05010~ ~~~~~X+ft~N~~~~NGS REG-D TRANSACTION 01515411B2 TFR TO SHARES 165787-11 Members 1st Online 0505~~ SHARE WITHDRAWAL 05070~ SHARE TRANSFER TFR TO SHARES Members 1st Online 05120~ PAYROLL DEDUCTION US TREASURY 303 - 05140 SHARE TRANSFER TFR FROM SHARES Members 1st Online 051401 ATM WITHDRAWAL REG-E TRANSACTION 1451729309 Members 1st Online Visa Payment 051501 SHARE WITHDRAWAL 051701 SHARE TRANSFER REG-O TRANSACTION 1751B52530 TFR TO SHARES 1657B7-11 Members 1st Online 05190~ PAYROLL DEDUCTION US TREASURY 303 - J52001 ATM WITHDRAWAL MEMBERS 1ST FCU 0526 052501 TFR TO SHARES 0527 052601 TFR TO SHARES 0528 J52701 TFR TO SHARES 52801 TFR TO SHARES 0528~~ SHARE WITHDRAWAL 05310. DIVIDENO JOINT OWNERSI PATRICIA A GLHSER - " Y'liT-D OWIOENDSI TRUTH IN SAVINGS INFORMATION ANNUAL PERCENTAGE YI ELD I LOOt ANNUAL PERCENTAGE YIELO EARNED I 1.00t --- ---------------------------------------------------------------------------"-- SUFFIX.ll CHECKING V Ie,) BEGINNING BALANCE 216.77 DEPDS ITS 3730.B5 DRAFTS 3382. 2B DEBITS/FEES 520.34 MAINT/SERVICE CHGS .00 ENDING BALANCE 45.00 ii . Ii Ii . ii Ii '" .. 1".111",111",,1,1,11...,11,.1,,1.,',1,.1,.1.11,,1,1,,1.1,.1 1.U7:1 GERALD N GLEISER C/O PATRICIA A GLEISER 469 WOODCREST DR MfCHANICSBURG PA 17050-6854 TIIANI _Ir!~ CATI DAn TRANSACTION DESCRIPTION REG-D TRANSACTION 0751635662 165787-11 - SOC SEC REG-D TRANSACTION 1451729294 185992-00 - SOC SEC 4547 10 SKYPORT RD MECHAN I CS8URGPAU! 1657REG-D TRANSACTION 1657REG-D TRANSACTION 1657REG-D TRANSACTION 1657B7-11 6.06 AMOUNT , -130.00... -740.00~/. -470.301-" 1539.00, 433 .00. -350.00\1 -150.00'/ -2541.00~" 553.00. -100.00" " -16.05v -19.57. -56.34 -45.00 -400.00- / 1.07 TOTAL NUMBER DRAFTS CLEARED YOUR AVG DAILY BALA CE WAS YOUR LOW MONTH BALA~CE WAS 05010~ SHARE TRANSFER TFR FROM SHARES 165787-00 Members lIt Online Q~030 EASY DEPOSIT 0504 050301 SHARE DRAFT # 1889 0151541182 0503024407 NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION. BALANCE 2567.6" 2437.64 1697.64 1227.34 2766.34 3199.34 2849.34 2699.34 158.34 711. 34 611.34 595.29 575.72 519.38 474.38 74.38 75.45 26 510.45 .00 130.00~ 346.77 28.59' / 375.36 -42.00v 333.36 ~r ~~~,I,~tt 0505 05040 0506 05050 05070 . 05 11 05170 0!l170 05180 0519 05180 0520 05190 0520 05190 0521 05200 0521 05200 0521 05200 0521 05200 0521 05200 0522 05 052~ 10 240 0525 05240 0525 05240 0526 05250 0526 05250 0527 05260 0527 05260 0528 05270 0528 05270 05280 ... ... ... ... ... NO. 188 "'191 "'1915 "'192 192 192 192 --- -...--- I~~, DATI \A"l!7ol - ~- nlNllAIIIN\lll!lll Il' IliI i:Hllillllt~j(lNI\1 1In A!llJ111 ~\!~",lttlWN(JNlj^,U Ii' A(lCll\Ult NUIllllilr 165787 05-01-04 05-J1-04 2 ~ hum 'To PaQ" TRANSACTION DESCRIPTION SHARE DRAFT SHARE DRAFT SHARE TRANSFER TFR FROM SHARES Members 1st Online EASY DEPOSIT, SHARE DRAFT 1927 ACH TRANSACTION DELUXE CHECKl SHARE DRAFT SHARE DRAFT SHARE DRAFT SHARE DRAFT SHARE DRAFT SHARE DRAFT SHARE TRANSFER TFR FROM SHARES Members 1st Online SHARE TRANSFER TFR FROM SHARES 1922 1915 165787-00 REG-E - O',(jiibb1862 O'j()I,O 141,28 0')050 II qJ2 lY)'J I b,Jbb? 0510010727 TRANSACTION - CHECK/ACC, 0511009445 0511012376 0511009648 0512017176 0513010455 0514000047 1751852519 1751852530 -------------------------------------------------------- 1925 1928 1926 1930 1929 1931 185992-00 165787-00 AMOUNT BALANCE -;;~T:-n-,',.--- . -47.64. ." 244.41 --40.00,' 204.41 470.30, 674.71 265.00' . - JO'l. 79 . /" -21.50 -28.04 -73.58' -86.93 -80.00 - -48.60 ' -53.06 159.00 939.71 629.92 608.42 580.38 506.80 419.87 339.87 291.27 238.21 397.21 2541.00 2938.21 ION - 32.28 2905.93 AOT/ALERT CENTRE - - PAYMENT ACH TRANSACTION REG-E TRANSACTION -415.95 2489.98 STATE FARM R 13 - - INSURANCE SHARE DRAFT 1933 0518013893 -308.97 2181.01 SHARE DRAFT 1937 0519001689 -150.00. / 2031.01 SHARE DRAFT 1939 0519003975 -217.00 _ 1814.01 SHARE DRAFT 1932 0520002088 -42. 50 1771.51 SHARE DRAFT 1934 0520007046 -43.55. 1727.96 SHARE DRAFT 1940 0520004840 -64.45, 1663.51 SHARE DRAFT 1943 0520010139 -73.78 1589.73 SHARE DRAFT 1924 0520010222 -130.74,- 1458.99 SHARE DRAFT 1941 0521008015 -25.47, 1433.5'2 SHARE DRAFT 1938 0521012872 -1308.49, 125.03 ACH TRANSACTION REG-E TRANSACTION -50.6U 74.42 DIRECTV - 1942 - CHECKPAYMT SHARE DRAFT i 1944 0524008935 -20.47< 53.95 SHARE DRAFT 1913 0524090272 -40.00 13.95 SHARE DRAFT 1947 0525023608 -30.00.... -16.05 TFR FROM SHA,ES 165787-00 HLOs .00 SHARE DRAFT 1945 0526007856 -19.57 -19.57 TFR FROM SHA,ES 165787-00 19.571" .00 SHARE DRAFT 1946 0527010576 -56.34< ' -56.34 TFR FROM SHARES 165787-00 56.34 .00 TFR FROM SHARES 165787-00 45.00 45.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... AMOUNT NO. AMOUNT NO. AMOUNT NO. AMgUNT 42.00 1926 86.93 1933 308.97 1941 2 .47 40.00 1927 309.79 1934 43.55 "'1943 73.70 40.00 1928 73.58 "'1937 150.00 1944 20.47 47.64 1929 48.60 1938 1308.49 1945 19.57 41.31 1930 80.00 1939 217.00 1946 56.34 130.74 1931 53.06 19110 611.115 19117 ,lO,OO 28.04 1932 42.50 TOTAL: 3382.28 JOINT OWNERS: PATRICIA A GLEISER Y-T-D DIVIDENDS: .00 TRUTH IN SAVINGS INFORMATION ANNUAL PERCENTAGE YIELD / .25% FOR 2004 .----------- -- ... IRA YTD * OTHER YTD ... TOTAL YTD ... TOTA YTD ... TOTA DIVIDENDS DIVIDENDS DIVIDENDS WITHH LOING FORF .00 6.06 6.06 .00 YTD ... tTURES .00 Sl'fld IflllUifflll 10: 5000 L.oul'{I Drive PO Box 40 Mechanlc.burg, PA 17015 www.mombIH..It.org - 1-04 06-30-04 Member'e Stetement of Account Account Number "rom Tu MAin SwltohboArd: (717) e07" 1101 Qf (000) 28;j~2328 C,II.2': (11/) GP1.,312 01 (800) 283.,312 TOO: (/11) GOH312 or (800) 283.2328 .,t, .312 TololSranch: (111) 1Q5.lJ04Q Of (800) 231~ 7288 CHANGE IS GOODI WE'VE LOWERED THE MINIMUM SAVINGS ACCOUNT BALANCE FROM S25 TO $5 FOR ANYONE UNDER tHE AGE OF 22. SEE THE ENCLOSED INSERT FOR MORE INFORMATION. MEMBERS 1st FEDERAL CREDIT UNION .. . . . . Ii iii - - 1",111",111""1,1,11,,,,11,,1,,1,,1,1,,1,,1,11,,1,1,,1,1,,1 TIMOTHY M GLEISER C/O PATRICIA A GLEISER 469 WOODCREST DR MECHANICSBURG PA 17050-6854 "0':1 TRANI I", DATI ~.~. TRANSACTION DESCRIPTION AMOUNT 043001 051501 12~150 (',15310 06010 126030 (',16280 06300 SUFFIXIOO SAVINGS DIVIDEND EASY DEPOSIT EASY WITHDRAWAL DIVIDEND MOVE WITHDRAWAL SHARE WITHDRAWAL SHARE DEPOSIT DIVIDEND JOINT OWNERS: PATRICIA .31 107.13. -40.00: .35 -158.00", -180.00.. 158.00., .11 _n. __n__ A GLEISER GERALD N Y-T-O DIVIDENDS: TRUTH IN SAVINGS INFORMATION ANNUAL PERCENTAGE YIELD / 1.00% ANNUAL PERCENTAGE YIELD EARNED I 1.01% -------------------------------------------------------------------- -- 1. 15 FOR 2004 PAUl 01 1 BALANCE 373.36 373.67 480.80 440.80 441. 15 283.15 103.15 261.15 261. 26 ... IRA YTO ... OTHER YTD DIVIDENDS DIVIDENDS .00 1. 15 ... TOTAL YTD ... TOTAL YTD ... TOTA YTD ... DIVIDENDS WITHHCLDING FORF ITURES 1.15 .00 .00 st flond 1llflUlfflfllo: 6000 Laulu Drive PO Box 40 Moohlmla.bul'Q1 PA non www,m.mb~r.l.t.org M.mb.r'. Stat.mant otAccoutrt Aooount Number flrom T. Pllgo 992 06-01- MEMBERS 1st FEDERAL CREDIT UNION MAin SwitchboArd: (717) 0;7.1101 01 (800) 283.2028 C.".24: 1'11) OOH3n .r (100) 213,4372 TDD: (117) IIOH312.' (100) 28H321 ..1. 5312 T@I,BrftnClh: (711) 10tHto4P Of (800) 237' 7288 CHANGE IS GOOD! WE'VE LOWERED THE MINIMUM SAVINGS ACCOUNT BALANCE FROM $25 TO $5 FOR ANYONE UNDER tHE AGE OF 22. SEE THE ENCLOSED INSERT FOR MORE INFORMATION. . . . Ii ii ;;; - - 1."111,.,11/.,.././.11..,.11.,1..1"1.".,,,,.,,,,,.'..1.1,,1 TIMOTHY M GLEISER C/O PATRICIA GLEISER 469 WOODCREST DRIVE MECHANICSBURG PA 17050-6854 '}lIg1 TRANI J!'!c DAlI non TRANSACTION DESCRIPTION AMOUNT BALANCE SUffIX.OO SAVINQS '6010~ PAYROLL DEDUCTION US TREASURY 303 - 060901 PAYROLL DEDUCTION US TREASURY 303 - 061604 PAYROLL DEDUCTION US TREASURY 303 - 06282~ SHARE WITHDRAWAL 06300~ DIVIDEND - SOC SEC - SOC SEC - SOC SEC 66.60. 736.00. 401.00, -597.00 \..... l,O'J, 574.62 641.22 1377.22 177B.22 1181.22 1182.31 Y-T-g P!V'P~NPS: 2.62 TRUTH IN SAVINGS INFORMATION ANNUAL PERCENTAGE YIELD / 1 00% ANNUAL PERCENTAGE YIELD EARNED / 1:01% --------------------------------------------------------------------------- -- FOR 2004 >'< IRA YTD DIVIDENDS .00 >'< OTHER YTD >'< TOTAL YTD DIVIDENDS DIVIDENDS 2.62 >'< TOTA YTD >'< TOTA~ YTD >'< WITHHCLDING FORF ITURES 2.62 .00 .00 j . PLEASE REMEMBER TO ALE FOR HOMESTEAD EXEMPTION WITH YOUR TAXING AUTHORITY IF YOU ARE ELIGIBLE. 2004 MORTGAGE INTEREST STATEMENT 0017144 SUBSTITUTE FORM 1098 OMB . The amounl ahown may nol ba fully NO. 1545-0901 dadllCt8b~ by you on _ - . The Information In boles 1, 2, and 3 Is Income Tax Return. UmflatJons based Important tax information and Is belng lur. on the cost and value of the secured nisbed to the Internal Revenue Service. H you property may '9P1y. In addition. you are requlred 10 file a rettll1\ a negHgence penal- may deduct an amount of mortgage Iy or other sanction may be imposed on you II interest to the extent It was Incurred the IRS determines that an underpaymem. at by you, actuaUy pak\ by you, and not lax results because you OV8rs18ted a deducllon reimbursed by another person. I.. lho """'age in_ or lor..... points or SEE REVERSE SlOE FOR because you did not report th\$ mund ot In"~I",,..,"'"m TAXPAYER INSTRUCTIONS PROPERTY ADDRESS National City Mortgage Co. PO. BOX 1820 Dayton, OH 45401-1820 NIrnOfI!'f. OI1'\'l!llIfrI'lAGE FEOERAlIO NUMBeR ~;,,_"''.i;:''_:-'''''''''''' "',:" _"<-' '.~_ PND1 T63 ....AUTO.. 5-DIGIT 17050 PATRICIA A GLEISER 469 WOODCREST DR MECHANICSBURG, PA 17050-6854 1...111...111"..1.1.11",,11..1..1..1.1,,1,,1.11,,1.1..1.1..1 469 WOODCREST DR MECHANICSBURG, PA 17050 ACCOUNT NUMBER TAX IDENTIFICATION NUM 1722212 097- 30- 3118 LOAN TYPE Conventional Mortgage REFUND OF OVERPAID INTEREST BOX 3 R g BOX 4 2983.00 620.00 0.00 0.00 0.00 0.00 _ =- --~ ~ TRANSACTION HISTORY . FFECllVE DESCRIPTION DUE TRANSACTION PRINCiPAl INTEREST ESCROW ESCROW PRINCIPAL 'OTHER :' == OATE DATE AMOUNT AMOUNT AMOUNT AMOUNT BALANCE BALANCE - Beginning Balance 164100.09 - 1/22 PAYMENT 2/04 1306.49 163.85 671.76 272.66 2162.91 163936.24 a 2/24 PAYMENT 3ID4 1306.49 164.72 670.91 272.66 2455.77 163771.52 3/15 PAYMENT 4104 1306.49 165.59 870.04 272.66 2728.63 163605.93 ~ 4105 CITY TAX PMT 4104 596.89- 596.89- 2131.74 163605.93 &I 4i2ll PAYMENT 5104 1306.49 166.47 869.16 272.66 2404.60 !~.46 iiiiI 5fZO PAYMENT ~. 1306.49 167.36 868.21 272.66 2677.46 (l~,JO- 6125 PAYMENT 7104 1308.49 168.25 867.38 272.86 2950.32 163103:85 - 7/26 PAYMENT 8104 1306.49 169.14 868.49 272.86 3223.18 162934.71 m 8110 SCHOOL TAX PMT 8104 2386.11- 2386.11- =.07 162934.71 =- 8/11 HOMEOWNERS INS 8104 620.00- 620.00- 217.07 162934.71 ~ 8120 PAYMENT 9104 1306.49 170.04 865.59 272.66 489.93 182764.67 .. -10104^ 1306.49 170.94 864.69 272.&6 762.79 162593.73 10125 PAYMENT 11104 1306.49 171.85 863.78 272.86 1035.65 162421.86 11/22 PAYMENT 12/04 1306.49 172.76 862.87 272.86 1306.51 162249.12 12113 PAYMENT Ml5 492.99 492.99 1801.50 162249.12 ~-"'-~-""',""'~""""-'~"""""- , , '1 (~!,,_:::, '-~":' Prlntod On: 0512712004 Pogo 1 RHpoded Values A..et ',.'i\.\u,.Utv Prl(~tl> M.rket A.OI .'<', '!,', i'l. L,\'~;\' Gerald. IRA A F Investment Co 01 Am"''' A F New Perspective Fund A F W~."\ng\Qn Mu\uel A F Income Fund 01 Amll""::' Pen Prem Amer Fds. G,.", ,,1' ;1" II!'i'; j';r" ".t't,,"IQ. I>I,'1.,1!lA.l1ll OS/21/2004 tl7h UDs ,,4,05 $21,070,16 OS/21/2004 l("i:! ~):11 ;:8.35 $4,607.75 OS/21/2004 'I760na 16.64 9;14,578Z? ~72~ 7200~ $53,441.07 ',3/)'1,06:2 '12.43 $29,336.44 OS/21/2004 $29,338.44 $82,777.51 .i-li II: i' Sub Tolal Gerald. IRA Gerald. ~Q Pen Prem Amer Fds. GI";W '''i'i1'\,'''\, 54[;.750 12.43 $6,781.00 0512112004 $8..781.00 $8,781.00 $89,558.51 Run Tnt~1 G~rald . NQ ,"'f..J .\1 (;:(~ml(r! Combined Totll. For mllll $89,558.51 ASBSTQW2 Th/.fnnI'hdll J,: 'J ,f\ 'II, ",II' I~,A 11!l'lJdo/\I, ,':JN1't l'lmo.,.."" CU~ bnlcklta when you chlnpI h. ACCOUNT REPORT For Gerald N Glelser Printed On: OS/27/2004 ..ege 1 Account & Investment 63441749 As Reported Market Acquired Quantity Value As Of Pen Prem Amer Fds, Growth.lncome 10/02/1998 467,715 $13,184.89 OS/21/2004 10/02/1998 876.098 $21,070.18 OS/21/2004 10/02/1998 162.531 $4.607.75 0612112004 1012712003 876.098 $14,578.27 OS/21/2004 $53,441.07 0913011999 545,750 $6,781.00 05121/2004 $6,781.00 12/17/1999 2,361.062 $29,336.44 OS/21/2004 $29,3'3e.44 $6'a,&Se.S1 A F Investment Co of America A F New Perspective Fund A F Washington Mutuel A F Income Fund of America PAN9315243 Pin Prem Amer Fds. Growth-Income PAN9318417 A. ThIa _""...."'..""'l'l1'<NVFOOT.TXT on your AA directory, Oon~ _the ourley Ilrool<et. when h T~ Ie nne 2 01 the footnote, The footnote <<nee e.. en __ you 0 .ng. n, T~ Ie nne 3 of the foolnota. If you don' went. footnote jUat -.. lI>I t8ll\ lIe'/lng the our'-y breot<ele In p!e0l MeMBeRS 1ST FEDeRAL CU GERALD N GLEISER PATRICIA A GLEISER Account Nllmber: 4287 5900 0165 7879 Closing Dete: 05/17/04 Credit Limit: $17,000 Avellable Credit: $2,737 VISA Pege 1 01 2 Account Inquiries Account Summary Prevlouo Boloneo $ Pure h.... + Ceoh + Cred~o peymento Inauflne. + Othl! Debito + Flnence Chel'1l" + NEW BALANCE $ 13,855,57 SS2,7i 0,00 9,95 350,00 0,00 0,00 104,58 14,212." ~ Customer Service: (7171 795,8032 ,jo\~i Pleese Direct Written Inquiries to: "0 ",. CUSTOMER SERVICE \ ' PO BOX 30495 TAMPA, FL 33630 Payment Information I~,. Total Minimum Payment Due $288.00 ~ Payment Due Date 08/11/04 Mell Pevmonlo to: VISA PO BOX 77044 MADISON WI 53707.'044 $ $ 0,00 0,00 \i) Important News YOIJ HAVE EARNED $4U7 IN CASHSACK SO FAR THIS YEARI ".- "''' SY SENDING YOIJR CHECK FOR PA YMENT ON YOlJR CARD ACCOIJNT, YOIJ WILL SE AIJTHORIZlNG THE IJSE OF THE INFORMA nON ON YOlJR CHECK TO MAKE A ONE. TIME ELECTRONIC DESIT FROM THE ACCOIJNT ON WHICH THE CHECK IS DRAWN. IF YOIJ HAVE QIJESTIONS REGARDING THIS, PLEASE CALL U"UNJIII. . , " " " ReAD THE ENCLOSED CREDIT PROTECTION SROCHlJRE TO FIND OIJT HOW YOIJ CAN HELP PROTECTYOIJRACCOIJN~ " :f " " " " It DON'T LEAVE HOME WlTHOIJT YOIJR SCORECARD. REMEMSER, THE MORE YOIJ IJSE YOIJR CARD, THE MORE CASHSACK YOIJ EARN. " , " '" " TO REPORT A LOST OR STOLEN CARD PLEAS/! CALL: .oo.J26-J'7, LST STLN AFTER HRS 717.7H-.032 MEMSERS 1ST F.C.IJ. TO OBTAIN ACCOIJNT INFORMAnON 24 HOIJRS A DAY CALL: .00-2.....42 Account Activit Since Your Laat Sutement Trano Dete Post Dete MCC Code Relelence Number o 412!1 14 248104 11 1 04f<ll 04f.lO Deecr lion BEVANSRESH21 D 4 MECHANICSBURG PA KOHL'S 10337 MECHANICSBURG PA NA TURALlZER 1026765 GETTYSBURG PA 3999 Amount $ 4 13300 04l~ 5:JII 24445004120809715850230 24153384122646081251049 05102 bOO! BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ NOTICE OF INNERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX J:.~;: - 7 r.i; DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-07-2005 GLEISER 05-23-2004 21 04-0511 CUMBERLAND 101 AIIo...t R_itt.d .~.~ ./ PATRICIA k'R[fi~~~; 469 WOODCRtST DR MECHANICSBURG PA 17050 *' REV-15~7 EX AFP (03.05) GERALD N MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 1t~V-"M"'YI'm'm~,.'WtIft'l!\!'W'!rMtltrl'.lM:Y.m'lWl1l"fftr.wt'~'TCr.W.lM:Y'Mr""""""" ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GLEISER GERALD N FILE NO. 21 04-0511 ACN 101 DATE 06-07-2005 TAX RETURN WAS: (X I ACCEPTED AS FILED ( I C_ED If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of abb returns assessed to date. ASSESSMENT OF TAX: 15. MOU1t of Line 14 .t Spousal r.t. 115 I 16. ~ount of Line 14 taxable at Lin..l/Class A rat. (16) 17. MOU1t of Line 14 .t Sibling r.t. 1171 18. A.uunt of Line 14 taxable .t Collateral/Class Brat. (18) 19. Principal Tax Due I : RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedul. AI 2. Stocks end Bonds (Schedul. 81 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Horta-ges/Not.s Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule GJ 8. Totel Assets III 121 (31 I'll 151 161 (71 230.000.00 89.558.51 .00 .00 27.275.48 287.31 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Kisc. Expenses (Schedule Hl 10. Dobts/Nortgsgs Liebiliti../Lisns ISchedul. II 11. Total Deductions 12. Net Value of Tax R.turn 13. Ch.rltabl./80Y.r~t.l Bequests; Non-elected 9113 Trusts (Schedule J) 14. Not V.lus of Est.t. Subject to T.x 191 1101 9,641. 80 177.535.09 1111 1121 1131 (I'll NOTE: 159,657.10 X 287.31 X .00 X .00 X + AIIOUNT PAID 12.93 DATE 02-28-2005 NUI18ER CD00500-r-. INTEREST/PEN PAID (-I .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE; To insure proper credit to your account, sub.tt the upper portion of this form with your tax PBYIItII1t. 347,121. 30 lR7 .17~ RQ 159,944.41 .00 159,944.41 00 = 045 = 12 = 15 = .00 12.93 .00 .00 12.93 1191= 12.93 .00 .01 .01 I IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ICRI, YDU NAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I ~,c "-- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 GLEISER PATRICIA ANNE 469 WOODCREST DRIVE MECHANICSBURG, PA 17050 RE: Estate of GLEISER GERALD NELSON File Number: 2004-00511 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/23/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~Af~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 G j. [I 5 L/Z G 12 RA-L,j;) NEL 5 ()i"; ) .::r / .;; 3( ...z ,",., ./ ~Ou i.j - ooSf Name of Decedent: Date of Death: Estate No.: 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 0 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 final account with the Court? Yes ~ No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: 1/oLj- 051 J c. Did the personal representative state an account informally to the parties in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 5-/2cJ/ //l ~.r' A Lit,. L.Y CU:W--L~t/ 0<r,..., .;".LAL_._~_A': Signature {J -4'/ /21 <:./4- AN;\;~c' t. ~/ S !;/Z... Name If' ~ (1 l-<)c,( i DC' ,(2 fZ ~J Address /f1 t;;Ct+kJIG ,(5 J3Lu2.(] (7/ '7) ? (;,~ ~ II Y J Telephone No. 'D.re i I/E. 1'4 ;1 () 5""0 ,.. ~s~'r$t;' C~pacity: ~ Personal Representative o Counsel for personal representative n j\IiOi')\/\n~/.\.L-r~-i /JF: EJ\li",,\S, \./;.\\'\1/\ ()F: E.\/E\\llJE: :~;P\RR!S\3lJR.C'; ~ "r ~-; 1 c; p ;'-1 ,.j :~! ,-'; "2005 ii c!hec!<:@:3lC'te pc. ;::J"'lricic j-\ Gleiser ."\-69 \/\/oocl,:.rest Dl~. 02.i 7050 i'M~""'~_ ~__)e~; 'Iii,s. C3ielS8(: \i\lc: c1re current!~1 reVie\IVing cer;~C:lirl iterns c)n -lha !ilher!t2ilCe -rax return nIce; feq' IT10:' estelle. in order .:0 proceed IJ>iit!-1 O!Ee>;3iTiination, we Il\Iill require 3ciditi,Ji ;;: iilForiTk1i:ion concernin~ the following: ~-hc:;se schedules 3(8 n1jssing h~or(! ((:::lU(n. send completed COpl-;";S "Thi:-:) office should (eCeiV8 Ule abO\f:2 Infonr18tion no later -Lilar) tY:5!i~ ~2t2~jOE" If you c~::n:orn \/Vitil tlli:') request by tile specifieci clC:lte, plec:se contact tile unclersi(,:jnec!. :Sincej~el\f J ' , "\ C." C)8ni'el-":'-leck ~;G -- .- . I 2>( i=:<amlller inheritance -C8:< [)jvisioi"1 '--.:_j.,