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HomeMy WebLinkAbout07-27-101505610143 REV-1500 Ex (°'-'°' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 10 0 655 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 361 07 0409 04 30 2010 O1 08 1919 Decedent's Last Name Suffix Decedent's First Name MI GALLINA JEANETTE M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI GALLINA RICHARD F Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WNTH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Taa: Return Required 6 Decedent Died Testate (Attach Copy of Will) ^ ~ Decedent Maintained a Living Trust ~ 8. Total Number of Safe De osit Boxes (Attach Copy of Trust) p ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death 11, Election to tax under Sec. 9113 A between 12-3191 and 1-1-95) ^ ( ~ (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JENNIFER B HIPP 717 737 8761 First line of address 1 WEST MAIN STREET Second line of address City or Post Office State ZIP Code SHIREMANSTOWN pp~ Correspondent's a-mail address: REGISTER OF WILLS USE ONLY C`7 ~ C~ '.,` ca t'.~ ~; 'I te ~ `- > r - rn T ~ -ti ~ ;. _ . JCJ DAT-QED -~- -~ ---,; t~'i _:r~;l -1 __, =i~ ,,_ :-. ~J ~~_ 1 ~~i c> C17 ' 1 ~".~ O'+ ~.2.~ 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. SIGNAT RE OF PERSON RESPONSIB~R FILING RETURN DATE ~ , Richard F. Gallina ~(' ~ ~/~ ADDRES 430 Springhouse Road, Camp Hill, PA 17011 SIGNATUR OF PREPARER OTHER THAN REPRESENTATIVE DATE Jennifer B. Hipp a ~2 G ~~~ ~ ~ ADDR 1 West ain Street, Shiremanstown, PA Side 1 1505610143 1505610143 ~~`~ J 1505610243 REV-1500 EX Decedent's Social Security Number Decedents Name: Gallina, Jeanette M. 3 61 0 7 04 0 9 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. 184,026.83 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. ~~2 , 822 ' 77 7. Inter-Vivos Transfers & Miscellaneous f~q Probate Property ^ Se arate Billin Re uested h l S d G 341.78 p g q ............ ( c e u e ) 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... g. 2 3 7 , 191.3 8 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 237,191.38 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, 2 3 7 , 191.3 8 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 .o0 184 , 368.61 15. O . 00 16. Amount of Line 14 taxable 52 822.77 at lineal rate X .045 ~ 16. 2 377.02 ~ 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. Tax Due .................................................................................................................. 19. 2, 3 7 7. 0 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 ~^ REV-1500 EX Page 3 File Number 21-10-0655 ,,,,~,~,~,~.~,........-...r.___ _ ____ _ _ _ _ DECEDENT'S NAME Galling, Jeanette M. _ STREET ADDRESS 430 Springhouse Road _ CITY STATE ZIF' Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 2,377.02 2. Credits/Payments A. Prior Payments B. Discount 118.85 Total Credits (A + B) (2) 118.85 3. Interest (3) 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) 2,25$. ~ 7 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 :............................................................................... ^ 0 b. retain the right to designate who shall use the property transferred or its income :.................................. [~ c. retain a reversionary interest; or ............................................................................................................... l d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 0 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?....... ^ 0 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 dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. 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 percent [72 P.S. §9116 (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 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 21 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 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 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 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. Rev-1508 EX+ (6-98) SCHEDULE E t ~ CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Galling, Jeanette M. 21-10-0655 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. Copyright (c) 2002 form software only The Lackner Group, Inc. 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O ~ 00 N ~ ~ O ~ a ', ~ N 1 1 c~, .~ ...._ =' - -, ,:1: ~. _ ~.~ ~~~ ,~ r Y n .. ., f-A :,~ .aa i i '?= f. w .n x. ,~ ~- :~.: ~:~: ~~ ~~ MEMBERS 1st N~Ul:1ZAL L:lt~lll'L' UIVU~N SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at DatQ of Death Accrued Interest to Date of Death 7vtal Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPa51T: Account Number/Suffix Date Account Established Prlncipal Balance at Date of Death Accrued Interest tv Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 1 fi3755-DO 11127/1996 $28.10 $0,00 $28.10 None 1 fi3756-41 163755.dd 11/z1/20p8 02/28/2010 $40,347.49 $51,964.33 $121.50 $71.84 $40,468,99 552,036.17 Richard Gallina Richard Gallina 11/21/2008 OZ/26/2010 MEMBERS 1/b~~]F~,E~~D~~ ERAL CREDIT UNION '`,/t rte` Leigh-A ne Stallings Lending Insurance Support Specialist July 20, 2010 Estate of: Joanates Gallina Date of Death: Oa/3nlza1 v Social SACUrIty Number: 361-07-0409 5i(I(Ifl L~~uls~ ULlvc ~ rC). l3c~x 4ll ~ Mcr.hanicshr~r~, I~P,.I111SyI~7~t.tliat 170155 (SOQ) x`33-~3~~ w«.-v,;ntc:rltberslsE.or~ Rev-1509 EX+ (6-98) f, ~ SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gallina, Jeanette M. 21-10-0655 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 ADDRESS RELATIONSHIP TO DECEDENT A. Richard F. Gallina B. Alice J. Gallina C. 430 Springhouse Road Husband Camp Hill, PA 430 Springhouse Road Daughter Camp Hill, PA JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH DECEDEN S IONTEREST 1 A, B 02/28/1981 Members 1st Federal Credit Union -Savings 279.45 33.333% 93.15 Account No. 18504-00; date of death balance $279.38; accrued interest $0.07 2 A, B 02/01/2001 Members 1st Federal Credit Union -Life 4,000.95 33.333% 1,333.65 Savings Account No. 185040-04; date of death balance $4,000.00; accrued interest $0.95 3 B 01/22/2008 Members 1st Federal Credit Union - 66,078.48 50.000% 33,039.24 Certificate of Deposit No. 18504-43; date of death balance $65,943.83; accrued interest $134.65 4 A, B 08/20/1999 Members 1st Federal Credit Union - 29,075.73 33.333% 9,691.91 Certificate of Deposit No. 18504-45; date of death balance $29,025.46; accrued interest $50.27 5 B 01/01/2001 Members 1st Federal Credit Union -Savings 57.18 50.000% 28.59 Account No. 47732-00; date of death balance $28.59; accrued interest $0.01 Total of Continuation Schedule ee attached page TOTAL (Also enter on Line 6, Recapitulation) I 52,822.77 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1509 EX+ (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT continued ESTATE OF FILE NUMBER Gallina, Jeanette M. 21-10-0655 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNED PROPERTY ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 6 B 01/01/2001 Members 1st Federal Credit Union -Money 17,272.45 50.000% 8,636.23 Management Account No. 47732-05; date of death balance $17,266.96; accrued interest $5.49 TOTAL (Also enter on Line 6, Recapitulation) 52,822,77 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) ~~ a~ MEMBERS 1s` fGI7GlZALC:JLliUJ'1 UN10N 5A~/INGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Nerve of Joint C7wnP.r Date Joint Ownership Established Name of Joint Owner Date Joint Ownership EstabNshad 1B50d-00 08102/1976 $279.38 $,0? $279.45 AIiGe C38llina 08/03/1976 RiGttard Gallina 0 2/2 911 9 8 1 CHECKING ACCOUNT; Account Number/Su~x 18504-11 Date Account Established 04/24/2008 Principal Balance at Date of Death $23,519.17 Accrued Interest to Date of Death $1.90 Total Principal and Accrued Interest $23.521.66 Name of Joint Owner Richard Gallina Date Joint Ownershlp Established 0 4/2 412 0 0 8 LIFE SAVrNGS ACCOUNT: I~ccaunt Number/Suf'Fx Date Account Established Principal Balance at Date of Death Accrued Interest tv Date of Death Total Principal and Accrued Interest Name of Jgint Owner Date Joint Ownership Established Name of Joint Owner Date !Dint Ownership Established MONEY MANAGMENT ACCOUNT: 18504-04 02/0112001' $4,000,00 $,95 $4,000.95 AIiGe Gallina 02/01 /2001 Richard Gallina Oz/0112001 Account NumbQdSuffix 185pd-qS Date Account Established 02!21/1992 prinripal fiAI9nCP At vale of Cleath $156.30 Accrued Interest to Date of Death $.01 Tote! Principal and Accrued Interest 1;156.31 Name of Joint Owner Richard Gallina Date Joint Ownership Established 02/21/1992 CERTIFICATES OF DEPOSIT: Account Number/Suffix 1850a-42 785Ua-43 185x4-44 Date Account Established 04/14/2009 05/01/2009" 10/01/2009 Principal Balance at Date of Death $7,608.42 $65,943.83 ~57,ap2,68 Accrued 1ntAre6t to Date of Death $15.54 $134.65 $83.92 Total Principal and Accru©d Intarost $7,623.96 $fi6,078.48 557,486.80 Nam© of Joint Owner Richard Gallina Alice taall~na Ft~chard CaaUma Date Joint Ownership Established 04/14/2009 05/01/2009 10/01/2009 Rall aver from CQr#ifiGate of Depv~it 41 , originally estaf3llshed 01 I22J200B VISA ACCOUNT: Account Number 4672090000280958 Date Account Established 0/13/1998 8afance on Date of Death $626.95 Joint Cardholder Richard Gallina 18504 6 08/20/1999 ~za,oz5,ae $50.27 $29,075.73 Richard (aallina BAlice Galena os/2o/1 s99 MEMBERS 1sT FEDERAL CREDIT UNION Gi~~G~ Leigh-Anne Stallings Landing Insurance Suppvrl Specialist July 20, 201 p Estate vf; Jeanette C3alllna Date of Death: Od/30/2010 Social 5acurlty NumbQr; 361-0T-0409 511111.1 L~uisr. L~rivr. ~ F',r ?. $cJx ~Q Mc.elz:ariirtiU~.11'c;, f'clznSylvalTia 17()55 (:i()()) ZR3-'~:3'?K tivunu Inf~iill~~rs1 SGVt' St MEMBERS 1St FEDERAL CREDIT UNION PRIMARY OWNER: ALICE J. GALLINA SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established MONEY MANEGMENT ACCOUNT: 47732-00 03/22/1985 $57.18 $0.01 $57.19 Jeanette Gallina 01/01/2001 Account Number/Suffix 47732-05 Date Account Established 12/31/1990 Principal Balance at Date of Death $17,266.96 Accrued Interest to Date of Death $5.49 Total Principal and Accrued Interest $17,272.45 Name of Joint Owner Jeanette Gallina Date Joint Ownership Established 01/01/2001 Estate of: Jeanette Gallina Date of Death: 04/30/2010 Social Security Number: 361-07-0409 MEM ERS 1sT FEDERAL CREDIT UNION Leigh- nne Stallings Lending Insurance Support Specialist July 14, 2010 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 www:memberslst.org Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPE TY COMMONWEALTH OF PENNSYLVANIA INHERITANCE 7AX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Gallina, Jeanette M. 21-10-0655 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSRERSATTACFi A COPY OF TIOHE DEED OR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °i° OF DECD'S INTEREST EXCLUSION (IF APPLICAI3LE) TAXABLE VALUE 1 MS<T Bank -IRA Account No. 35004200309422; date of 341.78 341.78 death balance $336.35; accrued interest $5.43; Richard F. Gallina is the beneficiary of this IRA TOTAL (Also enter on Line 7, Recapitulation) I 341.78 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) M&TSank 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302) 934-2955 July l4, 2010 James D Bogar Attorney At Law One West Main Street Shiremanstown, PA 17011 Re: Estate of Jeanette M Gallina Social Securit :361-07-0409 Date of Death: April 30, 2010 . ~ ~ Dear Sir or Madam: Per your inquiry on June 29, 2010, please be advised that at the time of death, the above-named dfcedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 491225 Ownership (Names o~ Jeanette M Gallina Richard F Gallina Opening Date 06/01 /71 Balance on Date of Death $2, 606.83 Accrued Interest $ .Ol Total $2, 606.83 2. Type of Account IRA Account Number 35004200309422 Ownership (Names o, fl Jeanette M Gallina Opening Date 07/05/00 Balance on Date of Death $336.35 Accrued Interest $ 5.43 Total $341.78 For further account information, closures and/or reimbursement of funds please call the Trindle Road Office at #717-737-2308. We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not inc]ude any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement Sincerely, Su e M Kimble Adjustment Services SCHEDULE J COM IN~HNERITANCE~ AX RETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Gallina, Jeanette M. 21-10-0655 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT D Not List Tres ee s (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 Richard F. Gallina Spouse One Hundred 430 Springhouse Road Percent of rest, Camp Hill, PA residue and remainder Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 15 00 cover sheet, as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX iS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) L,~~ST WILL AND TESTAMENT OF JEANETTE M. GALLINA ~: YY. '+,4 .._ .,;. ,:~a I, JEANETTE M. GALLINA, of Hampden Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my husband, RICHARD F. GALLINA, provided he survives me by sixty (60) days. SECOND: Should my husband, RICHARD F. GALLINA, prede- cease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever sii~uate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) I give and bequeath the sum of One Thousanci and No/100 ($1,000.00) Dollars to the WEST SHORE HUMANE SOCIE'T'Y, of Sinclair and Eppley Roads, Mechanicsburg, Pennsylvania, tc- be used for general purposes as that organization deems apprc-priate. (B) I give and bequeath any and all stock that I own in the Cinergy Corporation to my sister, JANE CEIGA. Should JANE CEIGA predecease me, I direct that said stock be and become a part of my residuary estate to be distributed as set forth hereinbelow. (C) I give, devise and bequeath all that real estate owned by me, same being known and numbered as 430 Spring House Road, Camp Hill, Hampden Township, Cumberland County, Pennsyl- vania, together with all household and personal effects and other tangible personal property of like nature (not including and excepting, however, all cash, securities, bank accounts; certifi- cates of deposit and like intangible personal property) together ~~~ ~l ~1'~ ~.: 41 ..~ ., with any existing insurance thereon, to my daughter, ALICE JANE GALLINA. Should ALICE JANE GALLINA predecease me, I direct that said real estate be and become a part of my residuary estate to be distributed as set forth hereinbelow. (D) I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment, and together with any insurance policies thereon, as fol]_ows: (1) Twenty-five (25%) percent thereof to my son, RICHARD A. GALLINA. Should RICHARD A. GALLINA prede- cease me, then I direct that his share under this, my Last Will and Testament, be divided equally between my daughters, ELIZABETH ANN WROGA and ALICE JANE GALLINA. (2) Twenty-five (25%) percent thereof to my daughter, ELIZABETH ANN WROGA. Should ELIZABETH ANN WROGA predecease me, then I direct that her share or shares under this, my Last Will and Testament, pass to her issue per stirpes by repre- sentation. (3) Twenty-five (25%) percent thereof to my daughter, ALICE JANE GALLINA. Should ALICE JANE GALLINA prede- cease me, then I direct that her share or shares under this, my Last Will and Testament, pass to the WEST SHORE HUMANE SOCIETY to be used for general purposes as that organization deems appropriate. (4) Twelve and one-half (12-1/2%) 2 _;~^ .~`t -°~.. P percent thereof to my grandson, JOSEPH M. GALLINA, son of my deceased son, MICHAEL P. GALLINA. Should JOSEPH M. GALLINA predecease me, then I direct that his share, under this my Last Will and Testa- ment, pass to my granddaughter, ANN M. GALLINA. (5) Twelve and one-half (12-1/2%) percent thereof to my grand- daughter, ANN M. GALLINA, daughter of my deceased son, MICHAEL P. GALLINA. Should ANN M. GALLINA predecease me, then I direct that her share under this my Last Will and Testament, pass to my grandson, JOSEPH M. GALLINA. TIiIRD: Should any of my grandchildren not have attained the age of twenty-one (21) years at the time for dis- tribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest i~he shares so received, and to use and apply from time to timE, such portion of income and principal for the said grandchild's education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the agE~ of twenty-one (21) years. In the event any of my grandchildren predeceases me or dies prior to the termination of this Trust, the interest of said grandchild in said Trust shall cease with any income and principal passing solely to my surviving gz•and- child, such that if JOSEPH M. GALLINA predeceases me or dies 3 ~., 4 ?° ~% ,;, i .~~ _.. prior to attaining the age of twenty-one (21) years then any income or principal of his trust shall pass to ANN M. GALLINA and/or the trust established for her benefit and, further-, should ANN M. GALLINA predecease me or die prior to attaining the age of twenty-one (21) years then any income or principal of hez• trust shall pass to JOSEPH M. GALLINA and/or the trust established for his benefit. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege givers by the Federal and other tax laws, including, but not necessarily being 4 limited to, personal income, gift and estate or inheritance tax laws. F ,L =. ~~ h .,~ ,~ --.. 6J i , ~J lr ^6 .~~ .~ ~~`°~~~ (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan.) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I nominate JANE GALLINA, of Mechanicsburg, Pennsylvania, as Trustee of the hereinabove described trusts, who shall serve without bond and shall receive fair and reasonable compensation. SIXTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: I nominate and appoint my husband, RICHARD F. GALLINA, Executor of this, my Last Will and Testament. I:n the event of the death, resignation or inability to serve for any reason whatsoever of the said RICHARD F. GALLINA, I nominate and appoint ALICE JANE GALLINA, Executrix of this, my Last Will and Testament. In the further event of the death, resignation or inability to serve for any reason whatsoever of the said ,ALICE JANE GALLINA, I nominate and appoint the FARMERS TRUST COMPANY, Executor of this, my Last Will and Testament. I direct that my Executor or Executrix, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a 5 bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~;~ `Y'~`~fday of ~~ . ~` ~" 1996. /, ~r ~ JEANETTE M. GALLINA Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament iri our presence, who, at her request, in her presence and in thE: presence of each other, have hereunto subscribed our namE~s as attesting witnesses. Address Address ~€ ,,~ ~ 6