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HomeMy WebLinkAbout02-0832PETITION FOR PROBATE and GRANT OF LETTERS Estate of _,,' j~~P ~,~ 1/ , ~ 6RC r3}~~-r.~ No. 2.1' 02.-932 also known as To: Register of Wills for the Deceased. County of (~ ~,~~ •4 ~ ~ in the Social Security No. i ~ ~" '^Z 6..'~Z2 ~- Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners}, who is/are 18 years of age or older an the execut EQ (~ named in the last will of the above d cedtnt, dated L 2 ~~_~-~, 19 and codicil(s) dated ~-r~. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in -~ ~-g~~e ~ ~ M A County, Pennsylvania, with ~~_~last family or principal residence at~Q 3 ,6.-~ l)_~1,~(ZJ~ --~tL~Cr ?r.~ eU r ~fi.C~t1(t~+~ at Except as follows, decedent did not m~rry,`was not divorced and did not l~iave a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) Ail personal property $ ~ ~ Tl ~-'x, -`~ (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: ~ ~!4 Q~e~Q~ ~L t~.~~ t~r~ C~ _~ ~~~ Z WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters -~_ ~S'7' ~4~1 ~" Nt~-k1 RT (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ti .. ~ l a ~ env c' e /~7' , (~ fl- ~ ~ J~ i ~L- o~ v ~ r . ~: ~a a~ w ~~ C b0 in OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ S3 COUNTY OF C V ~ E ~- L f~- y(1 ~_ The petitioner() 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 adm~in/ister ~e estate according to law. Sworn to or affirmed and subscribed _.~,2~~~`~ /~ ~ r;, before me this 1 6th day of SEPTEMBER 2002 x~xxx egister oo' A y ~.. (list street, number and muncipality) No. ~ 1-dZ-83Z Estate of JOSEPH V GALBRAITH ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW SEPTEMBER 1 7, 2002 ~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 2 - 2 2 - 2 0 0 0 described therein be admitted to probate and filed of record as the last will of and Letters are hereby granted to FLORENCE H GAL~RAITH FEES Probate, Letters, Etc.......... ~ 2 7 0. 0 0 Short Certificates( ) .......... ~ 6 . 0 0 ~~~ ext~a..pa.ges ~ ~ 7 _ n n ~,~ ~ 5_no TOTAL X308.00 Filed ....... 9.-1.7. -20 (1.2....... ..... . mailed to atty 9-17-2002 Register of Wills ~ ~ ~~~~ ATTORNEY (Sup. Ct. I.D. No.) 3 ~ o~ ~~ ~ ~7~ ~ ~ ~' ADDRESS ~~~ t-~ 1 ~.. z ~ ~Q / ~- PHONE (1' ~ ~? r~ - '73~ - py G~ ~~ ~. 105.805 REV 9/S6 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8606180 No. TrPE,PmNT IN PERMANENT BLACK INK s i V i w 0 0 Z i Local Registrar l.(-~-~~~ .~D , oZ GO ~ Date COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT OF HEALTH • 41TAL RECORDS CERTIFICATE OF DEATH N+os.laa Rer. ZnT FIAME DF OECEDENTIFra. Midde. LAR _ -_ SE% SOCML SECU1BlY NUMEER DALE OF DERN,Mmn. Dey. Mr) +. Joseph V. Galbraith ~• Male ~• 185 •" 26 - 2228 ~• A t 18 20 2 AGEQw B+ewayl UNDER+YEM UNOER1DI1f DRE OF BBITN BVI7MPLACE fCM au+ PLACE DF DERN1CM n Myorr-wmuwswe en«.w adR My~ ( Dar• „~ 1 Myi,~„e ~Lbriln, DaT'herl s.mpFd•pn CwmN 11DSPITAL: R: 67 r° 10 J5/1934 Orbisonia, PA pIP.II.m ^ EaIOKMmam G ow ^ „~ ^ ,M,,,,,,~, ~) ~m ^ COUNIY DF DERN CRI;BORO.TWPOF OERN ACERr NAPE PIra na'IUpm.9M arM antlr.ariberl DECEDENT OF NISPMNK:ONDMI7 RACE-Amaran aldirl,BrdI,WW.a1c. No ® He ^ ey.w a0eoarCuOen /SP«hl ,e. Cumberland .Upper Allen Twp. 936 Frail Drive , ~"^""°'*°""° ,~ White DECEDENT'S USUK OCCUPRION KBIDOf BUSWESSIINDUSTRY U/1S OECEOENTEVERW DECEDENT'S EOIICRK?N MARf1AL 8TRUB-MaRYd SURVIVBIG SPOIi3E Piiw Malda.ora eery moa U.S.ARMEDFORCE37 Maw MYAd, Wid•rM, M'Me 9n•mu0an rurr.c awra•gw;wAav~a1 ra~ N•^ EwerlRryls«mwn Co7ep Ol.ocadlSpeceR • ,,. Supervisor ,,.,Naval De t ,,. ,,. ~'A 2 °'°5" +.. Married ,Florence H. 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M m inion, death occwred N Bu lime, eau, and lac., eM due u KIe ewae(s ead , p p - .-~ / 3 / ~C 1 l~ (IV D C ~ Q ~ cp M P d i c 1 P.~ , jai menole+ b NNed ......................................................................... .............. 7L. ~ REGIS R'S SKiNRURE AND NUMBER ~ ORE FKED P+erdl. Day ra.rl ~ ~ x. V U T - LAST WILL AND TESTAMENT OF JOSEPH V. GALBRAITH 21-0~-832 I, JOSEPH V. GALBRAITH, of 936 Emily Drive, Upper Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. I am married to FLORENCE H. GALBRAITH (hereinafter referred to as "My Spouse") and the children born of our marriage are KAREN J. DEIBLER of 34 Blair Mountain Road, Dillsburg, York County, Pennsylvania 17019; and MICHAEL JOSEPH GALBRAITH of 5518 Silvercreek Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055. As used herein, the term "my children" shall refer to the aforelisted children born of my marriage with My Spouse. 1. TANGIBLE PERSONALTY. I give and bequeath all of my household furniture and .,~ ~d A s~ ~ ~ t> furnishings, automobiles, other rilotor vehicles, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel, recreational equipment, articles of household or personal use or adornment, together with all policies of insurance thereon, to My Spouse, if My Spouse survives me. If My Spouse does not survive me, I give such articles to my children living at my death, in as nearly equal shares as they shall select under the supervision of my Executor, it being my desire that my children be guided by any memorandum which I may leave with my Will. Any cost of packing and shipping said personalty to the beneficiaries, including insurance, shall be paid by my Executor as a general administration cost. If any such articles cannot be fairly divided or distributed in kind in the opinion of my Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. 2. UNIFIED CREDIT TRUST. If My Spouse su.~-vives rne, I give, devise and bequeath to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held, administered and disposed of in accordance with this ITEM for the benefit of My Spouse and my issue (herein referred to as the "Unified Credit Trust") an amount equal to the sum of the balance of the dollar amount not taxed in my estate due to the application to my estate of the (i) the applicable credit amount against federal estate tax 1 .order Section 2010 of the Internal Revenue Code of 1986, as amended, or any subsequent successor or parallel provision thereto (the "Applicable Credit"), after deducting therefrom the value, for federal estate tax purposes, of (A) assets included in my federal gross .estate which pass or have passed other than under the terms of this Will and which will utilize a portion of the Applicable Credit, (B) any bequests under the preceding ITEM of this Will which will utilize a portion of the Applicable Credit and (C) adjusted taxable gifts not included in my federal gross estate but included in the computation of the tentative federal estate tax in my estate; and (ii) the state death tax credit allowed for federal estate tax purposes (but only to the extent its use will not increase any Death Taxes, other than Pennsylvania Inheritance Tax or Pennsylvania Estate Tax, owing by my estate). My Trustee shall have, hold, manage, invest and reinvest the assets of the Unified Credit Trust, collect the income and (a) Beginning at my death, my Trustee shall pay over the net income of the Unified Credit Trust to My Spouse during My Spouse's lifetime, in installments not less frequently than quarterly. In addition, my Trustee shall pay to My Spouse such amounts of the principal of such trust as, in the sole discretion of my Trustee, shall be necessary for the maintenance, support and medical and nursing care of My Spouse, taking into consideration any other means readily available for such purposes. My Spouse shall have the exclusive and unrestricted right during My Spouse's lifetime to occupy or otherwise use any residence held wholly or partially in this Trust and the Trustee shall, at the request of My Spouse, sell any interest in any residence held in this Trust and may use the proceeds for the purchase of another residence for My Spouse's use or for investment in income producing property, as My Spouse may direct. (b) Upon the death of My Spouse, my Trustee shall distribute the principal and any undistributed income of the Unified Credit Trust to my issue then living, per stirpes; provided, however, that should any such issue be the issue of a deceased child of mine and shall not then have attained the age of twenty-five (25) years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM 4 for the benefit of each such issue (the "Grandchild's Trust"). 3. RESIDUE. I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, to My Spouse, if My Spouse survives me by thirty (30) days. If My Spouse does not survive me, I give and bequeath 2 >aid residue to my issue living at my death, per stirpes; provided, however, that should any such issue be :he issue of a deceased child of mine and shall not then have attained the age of thirty years, each such issue's share shall be distributed to my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM 4 for the benefit of each such issue (the "Grandchild's Trust"}. 4. GRANDCHILD'S TRUST. My Trustee shall have, hold, manage, invest and reinvest the assets of each Grandchild's Trust, collect the income and (a) Until the beneficiary of the Grandchild's Trust (the "Grandchild") shall have attained the age of twenty-five (25) years, my Trustee shall from time to time pay to or for the benefit of the Grandchild such amounts of the net income and principal of the Grandchild's Trust as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. At the end of each year any unexpended income shall be added to the principal of the Grandchild's Trust. (b) After the Grandchild shall have attained the age of twenty-five (25) years, my Trustee shall thereafter pay to the Grandchild the net income derived from the Grandchild's Trust in installments not less frequently than quarterly and such amounts of the principal as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. (c) If at the time of the creation of the Grandchild's Trust the Grandchild shall have then attained the age of twenty-five (25) years or if the Grandchild shall thereafter attain that age, my Trustee shall distribute outright to the Grandchild the then remaining principal of the Grandchild's Trust. (d) If a Grandchild shall die before final distribution of the assets of the Grandchild's Trust is made, the then remaining principal and any undistributed income of the Grandchild's Trust shall be distributed to the Grandchild's issue then living, per stirpes; or if the Grandchild shall have no issue then living, to the issue then living of the parent of the Grandchild who was a child of mine, per stirpes, or, if such parent shall have no issue then living, to my issue then living, per stirpes; provided, however, in any event, if any such beneficiary is then a beneficiary of a Grandchild's Trust hereunder, the share of such 3 Beneficiary shall be added to the principal of such Grandchild's Trust, as if an integral part thereof, to be field, administered and disposed of in accordance with the terms thereof. 5. PERPETUITIES PROVISIONS. Nothing herein is intended to, nor shall it be ;onstrued to, postpone the vesting of any part of the assets of any separate trust estate hereunder for more .han twenty-one years after the death of the survivor o~ me, My Spouse and my issue living at the time of ny death. At the expiration of such period the assets of all the separate trust estates hereunder shall immediately vest in fee simple absolute in and be distributed outright to the person or persons then entitled to receive the income therefrom, whether in my Trustee's discretion or otherwise. 6. SPENDTHRIFT PROVISION. No interest in income or principal of my estate or any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's actual receipt thereof. My Executor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein),pledging or assignment by any beneficiary of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. 7. SURVIVAL PRESUMPTIONS. Any person who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. Any person other than me who shall have died at the same time as any then beneficiary of income of my estate or a trust created hereunder or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. 8. FIDUCIARY POWERS. In the settlement of my estate and during the continuance of any trust created hereunder, my Executor and my Trustee shall possess, among others, the following ~, powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor or Trustee may deem it advisable to my estate or trust so to do, including securities owned, issued or underwritten by any corporate Executor or Trustee or any of their affiliates. 4 (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property, including securities owned, issued or underwritten by any corporate Executor or Trustee or any of their affiliates, or as to which my corporate Executor or Trustee or any of their affiliates are investment advisors, as my Executor or Trustee shall deem wise, without being restricted to so called "legal investments". (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my .,~ ca A rd ~~ 0 ~~ Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability or the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and delivery any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this Will. (e) To mortgage real estate and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor or Trustee, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate or trust. 5 (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (i) To hold investments in the name of a nominee. (j) To compromise controversies. (k) To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing tome by Will, intestacy, contract, joint ownership, operation of law or otherwise. (1) To employ and compensate from income or principal, in the discretion of my Executor or Trustee, investment and legal counsel, accountants, brokers and other specialists, and, whenever there shall be no corporate Executor or Trustee in office, a corporate custodian, and to delegate to investment counsel discretion with respect to the investment and reinvestment of any or all of the assets held hereunder. (m) To divide any trust hereunder into two or more separate, but identical, trusts. To divide c, any trust hereunder which would have a generation skipping transfer tax inclusion ratio other than one (1) or zero (0), into two (2) separate trusts which are fractional shares, known as the "exempt trust" and the "nonexempt trust". The exempt trust is that fractional share of the total trust fund that has a generation skipping transfer tax inclusion ratio of zero (0), and the nonexempt trust is the remaining fractional share of the trust, with a generation skipping transfer tax inclusion ratio of one (1). The terms and conditions of the nonexempt trust and the exempt trust will be identical. Any reference to a trust created under this Will, without a further specification or limitation, shall be nonexempt trust, in proportionate amounts, where relevant. The assets of each separate exempt and nonexempt trust shall be held, administered and invested as separate trusts, and my Trustee shall maintain adequate accounting and records for both such trusts. My Executor shall indicate on the federal estate tax return filed for my estate that separate trusts will be created (or funded) and clearly set forth the manner in which the trust is to be severed and the separate trusts funded. 6 (n) To designate one or more persons or a corporation to act as ancillary fiduciary in any fiction in which ancillary administration may be necessary, such ancillary fiduciary to serve without pond or security and to have all powers, authorities and discretions conferred hereunder. 9. EXCULPATORY CLAUSES. In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction. (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valuation date. 10. TAX CLAUSE. All inheritance, estate and similar taxes becoming due by reason of my death, except any taxes relating to generation skipping transfers imposed under Chapter 13 of Subtitle B of the Internal Revenue Code, as amended ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM 2 of this Will or if such assets passing under ITEM 2 are not sufficient, then out of the property passing under ITEM 3, as an expense and cost of administration of my estate; provided, however, that if any property held in any testamentary or inter vivos trust created by My Spouse is includable in my estate for purposes of any Death Tax, then any Death Tax attributable to their inclusion of any such property in my estate for the purposes of that Death Tax shall be paid out of such property or by the recipients of such property; and, if such Death Taxes are nevertheless paid by my Executor, I direct my Executor to obtain reimbursement or contribution for any such taxes paid by my Executor. Except to the extent above provided, my Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. 11. NON-EXERCISE OF POWERS. No provision in this Will is intended to exercise any power of appointment which I may possess. 12. CUSTODIAN OF ESTATES. If at any time any individual under the age of twenty- five (25) years shall be entitled to receive any assets free of trust by reason of my death, whether payable 7 hereunder, by operation of law, contract or otherwise, I appoint my Trustee hereinafter named as Custodian for such individual under the Pennsylvania Uniform Transfers to Minors Act. 13. TRUST MERGERS AND TERMINATIONS. If there should be established by My Spouse, either by Last Will and Testament or by inter vivos Deed or Agreement, trusts similar to the trusts herein established for the benefit of my issue, my Trustee herein shall have the right and power to merge trusts herein established with similar trusts for the same beneficiaries established by My Spouse and to operate each of the merged trusts as a single trust. If, in the sole discretion of my Trustee, at any time any trust hereunder is or becomes too small to justify its maintenance as a separate trust, my Trustee, without any liability to any person or remainderman whose interest may be affected thereby and without the necessity of court approval, shall terminate such trust by distributing all the income and principal of the trust to the then income beneficiary or beneficiaries of said trust. If any additions to any such trust are received after its termination under this ITEM, such trust shall be revived and this provision shall continue to apply to it. The Trustee discretion herein granted shall in no event be construed as giving any potential distributee of a trust the right to compel a termination in whole or in part of such trust. 14. EXECUTOR APPOINTMENT. I hereby appoint My Spouse, FLORENCE H. GALBRAITH as Executrix of this Will. If My Spouse should for any reason fail or cease to act, I appoint my children, KAREN J. DEIBLER and MICHAEL JOSEPH GALBRAITH, Co-Executors of my Last Will. All references in my Last Will to my "Executors" shall refer to my Executor, or to my successor Co-Executors, as the case may be. 15. TRUSTEE APPOINTMENT. I hereby appoint My Spouse, FLORENCE H. -.~ b A td ~~ a~ ,o GALBRAITH, Trustee of any trust created hereunder. If for any reason she should fail or cease to act, I appoint my children, KAREN J. DEIBLER and MICHAEL JOSEPH GALBRAITH, as Co-Trustee in her place. It is my desire that there always be two Trustees serving hereunder. If for any reason there is ever only one Trustee, such Trustee shall designate a person or bank to serve as Co-Trustee with him or her, such designation to be in writing and effective without court approval. So long as a Trustee or the issue of such Trustee is a beneficiary of any trust hereunder, such Trustee shall not (i) participate in any discretionary determination of the Trustee to distribute principal or income of such trust to or for the benefit of such beneficiary or to his or her issue; or (ii) participate in any discretionary determination of 8 the Trustee to terminate said trust under the ITEM hereof entitled "TRUST MERGERS AND TERMINATIONS". An individual Trustee shall be deemed to have failed to serve as Trustee hereunder if, among other reasons, the treating physician of said individual Trustee shall certify in writing that such Trustee possesses permanent mental or physical incapacities which preclude such Trustee from discharging his or her duties as Trustee hereunder. Any Trustee serving hereunder shall have the right to resign from such office at any time, with or without cause and without Court approval. No successor Trustee shall be liable for the actions of a resigning or removed Trustee occurring prior to such successor Trustee taking office. All references in this Will to my "Trustee" shall refer to my originally named Co- Trustees or to my successor Trustee(s), as the case may be. 16. WAIVER OF BOND. My Custodian, Executor and Trustee shall qualify and serve without the duty or obligation of filing any bond or other security. Any corporate fiduciary shall be entitled to compensation in accordance with its standard schedule of fees in effect from time to time. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding pages, this~.4+~cE day of ~Grd3, , 2000. SEPH . G RAITH ", ` We, the undersigned, hereby certify that t~ regoing Will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. / r ,~i ~ ~ (.~' residing at /!~ e~c=,~ ~ ~ ~ ~ ~~ -'~' ~ ~~~ ~' residing at ~,~ , 1~ ~ ~ J~~ f ?OSS 9 COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) We, JOSEPH V. GALBRAITH, ~ / s ~ /y/ ~!z~ ~ C~y„r~ and C~ GG~ l ~~/ ~~ ~~r~~i'G~ ,the Testator and the witnesses respectively, whose names are signed to the attached or foregoing insmzment, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witness and that to the best of his or her knowledge, the Testator was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. Subscribed, sworn and acknowledged before me ~Cn~y /= [~'o„,vE by JOSEPH V. GALBRAITH, the Testator, and subscribed and sworn to before me by ~ S ~ ryt I9-~2 /~ C?~... ~v~ and (.: -~'-~~~~N r,~.~6~t~ the witnesses, this ~_~y of ~--Pib , 2000. G~ e Not'ary~/Public (S AL) F~~6 ~ ,, 1~Ni~Y ~~p° ~~ ~ . ~, ~a~°~aa ,t I~ib6~'~ p i~..4s. ~ "~Vi~ udM1/LI1~ $$081 I~~u ~~i~~ ~~'l~ 10 Witness i CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JOSEPH ~'. GALBRAITH Date of Death: August 18; 2002 Will No.: 21-02-0832 To the Register: I certify that notice of beneficial interest 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 December 16, 2002: Name: Address: Mrs. Florence H. Galbraith 935 Emily Drive, Mechanicsburg, PA 170>j Notice has no~v been given to all persons entitled thereto under Rule 5.6(a) except: None COYNE & COYIVE, P.C. ,~ r Date: ~ 2. ' ~6 "' t, 2 BY: _----- sa Marie Co ,Esquire 3901 Market Street Camp Hill, PA 17011-4227 (717)737-0464 Pa. Supreme Ct. No. 53788 Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOSEPH V. GALBRAITH Date of Death: August 18, 2002 Will No. 21-02-0832 Admin. 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: -FEBRUARY 2006 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 b. the separate Orphans' Court No. (if any) for the personal representative's account is: interest? c. Did the personal representative state an account informally to the parties in Yes No d. Copies of receipts releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. S ' Dated: ~ ~ ~S O,_, ~ LISA MARIE CO , ESQUIItE '7 J'~-~ " 3901 Market Street _._. ~/ Camp Hill, PA 1 70 1 1-4227 `~' (717) 737-0464 --- - Counsel for Estate ~:_ f ' r _,_ _, it r ' t -. ~,..; VI SEP-16-05 FRI 4:03 PM 4367913126963 FAX 110. 7177375161 STATUS REPORT UNDER RUI,1L+ 6.1z ._• a? l~ecedent: JOSEPH V. GAL$)~>wI "~:~:t• ~tif i)eath: _ August 18.2002 . ~;:,. zt-02-48;2 Admin.No., __~ .. Pw-suant to Mule 6.12 of the Supreme Court Orphans' Court Rules, Y report the follo~x'itlg :~: t.~ s~:~ct ~ u comp)c:tiau of the administratinn of the above-captioned estate: t . State whether adminisbation of the estate is corxxplete: Yes No X ;?, if the answer is No, state when the personal representative reasonably believes than !t,•: -:n:iisYration will be campletc: FFSR'UARY 2006 . 3. if tl~e answer to No_ 1 is Yes, state the fallowing: a, nid the personal representative file a final account with the Court? Yes No~_ h. tine separate Orphans` Court No. (if any) for the personal represent~nti~~:~~~. .:.i;,,U31t 78: c. Uid the personal represe`r-tative state an account u~fonnally to the ~Sartir5 ~-~ .: r.::-c~t? Xes No cl. Copies of receipt releases, joinders and approvals of formal or infr~~r~v :~ ~tuit; rnav be filed with the Clerk of the Orp3~ans' Court and maybe attached to this report. c*.~ <__~ ~_.._ ,.: ~_ ; ---- ~- t ..~ __. - ~_:: ~. <: __ r..u-- T,iSA MARIL CO ,1'sSQUIR>r ~~~~ 3941 Market Street ~~"" Camp Hill, PA. 1 701 1-4227 (717) 737-0x64 t:ouixsel for Estate P. 3 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 7/08/2004 COYNE HENRY F 3901 MARKET STREET CAMP HILL, PA 17011 RE: Estate of GALBRAITH JOSEPH V File Number: 2002-00832 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 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 will become delinquent on: 8/18/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~& Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 7/08/2004 GALBRAITH FLORENCE H 936 EMILY DR MECHANICSBURG, PA 17055 RE: Estate of GALBRAITH JOSEPH V File Number: 2002-00832 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) 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 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 will become delinquent on: 8/18/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOSEPH V. GALBRAITH Date of Death: _ August 18, 2002 Will No. 21-02-0832 Admin. 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: FEBRUARY 2005 3. If the answer to No. 1 is Yes, state the following: account is: interest? a. Did the personal representative file a final account with the Court? Yes No b. the separate Orphans' Court No. (if any) for the personal representative's c. Did the personal representative state an account informally to the parties in Yes No d. Copies of receipts releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attachec~.,t~o~this report. ~~ g z. w ~_ ;~ ~-' Dated: ~ '~~ - ~ ~ ~ ~-- LIS CO , ESQUIl~E 39 Market Street - ` ' ~° amp Hill, PA 1 70 1 1-4227 ~! ' :.: ' (717) 737-0464 ~ .~ Counsel for Estate STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOSEPH V. GALBRAITH Date of Death: August 18, 2002 Will No. 21-02-0832 Admin. 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: FEBRUARY 2007 3. If the answer to No. 1 is Yes, state the following: account is: interest? a. Did the personal representative file a final account with the Court? Yes No b. the separate Orphans' Court No. (if any) for the personal representative's c. Did the personal representative state an account informally to the parties in Yes No d. Copies of receipts releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Dated: ~ ~ (/ U V ~ LISA MARIE COYN~, ESQUIRE l ~" 3901 Market Street Camp Hill, PA 1 70 1 1-4227 (717) 737-0464 Counsel for Estate ._ _, ~ 'J _~ _.i Z 1 ~ I ~-~'1 ~i ~ -jni~ ~iUt. ' ~ ' .. .. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 8/09/2007 COYNE HENRY F ~ ^.? ~ 3 901 MARKET STREET _-__ ~ __, ~ :- ;_; -~ ~ _ S. _ _ CAMP HILL, PA 17011-4227 ' l? ~ ,. - ~~ti--yy e T I ~,m.! . _ _ i ~_ ffi: j +~ { 1 i `~~~~) ...... ~, RE: Estate of GALBRAITH JOSEPH V ~ -~ File Number: 2002-00832 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. 1, for decedents dying on or after July 1, 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: 8/18/2007 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, ~*~ r Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 8/09/2007 GALBRAITH FLORENCE H 936 EMILY DR MECHANICSBURG, PA 17055 RE: Estate of GALBRAITH JOSEPH V File Number: 2002-00832 Dear Sir/Madam: _~ .,~= r S _. - - ~.;,-n 4 `t :., ; _ __ .. •._ c, -, 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. 1, for decedents dying on or after July 1, 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: 8/18/2007 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, f Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ ,~, ,~- ;-~ ~ ?~ ~ ice. r ~.. ~ ,~ o ~ T I~ a~ ~ ~ ~ ~ .~ _ TUB ~.,~. ~.GISTER OF ~~%ILLS OF ~-~rv~7 COL-1'~iTY, PE1v~TS1'L`' zNl-'' Nan;e of Decedent: ~J OS~ Date of Death: File Number; ~° Z -o°~3Z. Pursuant to Pa. O.C. Rule 6.1.2, I report the follo~vin~ with respect to completion of the administration of the above-captioned estate: ,._ ~No 1. State whether administration of the estate is complete :.................. • • ~ Yes. 2. If the answeris No, state when the personal representative reasonably believes that the adrr?inistration will be complete: 3. If the answer to No. 1 is YES, state the following' a. Did the personal representative file a final account wzth the Court? _... • • ~ . Yes []NO b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account ........... ~ Yes [jNo informally to the parties in interest? ..............:... . d. Copies of receipts, releases, joL7ders and approvals of formal or~informal accounts maybe filed with tine Clerlc of the Orphans' Court and'may be attached to this report. r Dnte / 7 ,~i ..,,~~ l~i(luu ~,~ ~ ~-~~~o "~.:~ ~'l~~~lJ L Q~ i ~~±~ L i ~fl~ LO~~~ $~ .a[Lre ~ t~erswi Filing this corm J apacit)~: Personal Representative Counsel / $ ~ /u/~~2-!G ~C IJmne of Person Filing this corm ddress /Ze! 7~7-73 7-v~/~y ~~r~~j;~~:p STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOSEPH V. GALBRAITH Date of Death: August 18, 2002 Will No. 21-02-0832 Admin. 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: OCTOBER 2008 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 _ _ b. the separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Dated: 2 ~ ~ ~ ~` ~`1i I~ 0~ ~ f '~~~ 6Z ~~1~ ~t"i~~v . ~ _. ~. ,~-- LIS ARIE COYNE, ES UIRE 390 arket Street Camp Hill, PA 17011-4227 (717) 737-0464 Counsel for Estate r~ 15056051058 REV-1500 EX (06-05) PA Department of Revenue OFFICWL USE ONLY Bureau of Individual Taxes PO BOX 280601 Coun Code Year File Number ty INHERITANCE TAX RETURN Hanisburg, PA 17128-0601 RESIDENT DECEDENT 21 02 0832 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 185-26-2228 08/18/2002 10/05/1934 Decedent's Last Name Suffix Decedent's First Name MI _ GALBRAITH JOSEPH V (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI GALBRAITH . FLORENCE H Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW `` 1. Original Retum ~ 2. Supplemental Retum 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) _~:- 6. Decedent Died Testate 7. Decedent Maintained a Living Trust ___...,_ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number LISA MARIE COYNE, ESQ. ' (717) 737-0464 Firm Name (If Applicable) __ REGISTER OI }~9 ELLS USE ONtYa , - COYNE & COYNE, P.C. r _? ~ n ~;. First line of address ~- ~ :~~ - ~: > CJ 3901 MARKET STREET ~ ~ ~ , -1~_7 ' ~~ ~''~ ,~ . ,:., r r 7 Second line of address r ; , -~ <- ~. ~.'~ r _i -. ~ _.-. - rt Cit P t Off DAT iL~D y or os ice ~ State ZIP Code ~ Ca1 ~ .~ '_"T ` CAMP HILL __ _ PA ' 17011-4227 "~ ~~ Correspondent's a-mail address: LISA@COYNEANDCOYNE.COM Under penalties of perjury, I declare that I have examined this return, inGuding 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. SIGN E OF PERSON RE P SIBL R FILIN ETURN DATE ''~~~--~ ~ Q 3 - / 7- D9 FLORENCE H. GALBRAITH, 936 Emily Drive, Mechanicsburg, PA17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS Lisa Marie Coyne, 3901 Market Street, Camp Hill, PA 17011-4227 DATE PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 .15056051058 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: JOSEPH V GALBRAITH ' 185-26-2228 RECAPITULATION 1. Real estate (Schedule A) .......................................... ... 1. 2. Stocks and Bonds (Schedule e) .................................... ... 2. 231,363.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 6. Jointly Owned Property (Schedule F) ;Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) :::" Separate Billing Requested...... .. 7. 75,854.00 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 307,217.00 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 15,749.00 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. 291,468.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 217,555.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 73,913.00 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 .0 0 73,913.00 ' 15. 0.00 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18, 19. TAX DUE ....................................................... .. 19. 0.00 '' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Flle Number __._ Decedent's Complete Address: 21 02 0832 __JOSEPH _ STREET ADDRESS 936 Emily Drive clrY Mechanicsburg DECEDENTS SOCIAL SECURITY NUMBER 185-26-2228 V GALBRAITH STATE ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments _ C. Discount Total Credits (A+ B + C j (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ Q 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 "intrust for" or payable upon death bank account or security at his or her death? .............. ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................... ~ ^ ............................................................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For 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 of the surviving spouse is three (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 zero (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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ' I I ~ SCHEDULE B I~ STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA !, INHERITANCE TAX RETURN RESIDENT DECEDENT I ESTATE OF FILE NUMBER GALBRAITH, JOSEPH V. 21 - 2002 - 00832 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1 ', Vanguard Account No. 09946517360 See Attached Statement UNIT VALUE VALUE AT DATE OF DEATH 231,363.00 TOTAL (Also enter on line 2, Recapitulation) 231,363.00 October 5, 2007 FLORENCE GALBRAITH 936 EMILY DR MECHANICSBURG PA 17055-5749 Account Value Report ~~~~ P.0. Box 2600 Valley Forge, PA 19482-2600 www.vanguard.com Dear Ms. Galbraith: We are responding to your telephone call. requesting a valuation of Joseph Galbraith's accounts as of the date of his death. Since that date was anon-business day, we are providing the values for August 16, 2002. On that date, the number of shares, price per share, and the value of each fund were as follows: Individual Account-09946517360 Fund Shares Price Value Health Care Fund 1,666.564 $106.72 $177,855.71 Fund Shares Price Value 500 Index Fund 622.466 $85.96 $53,507.17 Joint Account-09892852849 Fund Shares Price Value Prime Money Market Fund 17,852.15 $1.00 $17,852.15 Accrued Dividends (through the date of death, and if applicable) and the funds' share price on (the business day following the date of death) are listed below. Note: As of this date, the funds' share balance remained the same. Fund Name Accrued Dividends Share Price Health Care Fund - $107.13 500 Index Fund - $g7.9g Prime Mone Market Fund $13.46 $1.00 ' ~ SCHEDULE G COMMONWEALTH OF PENNSYLVANIA -- INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN mISC, NON-PROBATE PROPERTY RESIDENT DECEDENT __ ESTATE OF GALBRAITH, JOSEPH V. FILE NUMBER 21 - 2002 - 00832 ___ _ This schedule must be completed and filed if the answer to an of uestions 1 throu h 4 on a e 2 is es. j DESCRIPTION OF PROPERTY % OF ITEM Include the name of the transferee, their relationship to decedent and the date of transfer. DATE OF DEATH EXCLUSION NUMBER Attach a copy of the deed for real estate. VALUE OF ASSET DECD'S (IF APPLICABLE) TAXABLE VALUE INTEREST 1 'Merrill Lynch IRA Account No. 75,854.00 100% 0.00 75,854.00 ,872-73193 j Florence H. Galbraith, Spouse is named Beneficiary. See Attached Statement TOTAL (Also enter on line 7, Recapitulation) 75,854.00 Date of death value as of 08/16/2002 o. ~ r , s'~O'! G'7~7~~~,~5~~'V~Ga~ibh IRAQ ~` ~s-~~ '~. _~~3~ }'4 . ,~, Sec S m Sec Descri tion Quanti Price - Total Val~re BASEA BASE TEN SYS INC $ 40,00 $ (},Q6 $ 2.40 COGN caGNOS INC $ 400.00 $ 17.74 $ 7,094.00 IOM (OMEGA CORF $ 60.00 8.74 $ 404.40 MRK MERCK&CO INC $ 200.00 $ 47.32 $ 9 464.00 Rp-~ RITE AID CORPORATION $ 200.00 $ 2.08 $ 416.00 SEBL SIEBELSYS INC $ 2,400.00 $ 8.93 21 432.00 XLB MATERIALS SEL SECTOR SPDR FUND $ 47.00 $ 20.28 $ 953.16 XLV HEALTH CARE SELECT SPDR STPL 60.00 $ 27.2A~ 1 634.40 XLP SECTOR SPDR CONSMRS STPL $ 212.00 $ 21.99 $ 4,661.88 XLY coros.DISCRETINARY SPDR $ 79.00 $ 24.85 $ 1,963.15 XLE SECTOR SPDR EhEERGY $ 75.00 $ 23.30 $ 1 747.50 XLF SECTOR SPDR FINANCIAL $ 171.00 $ 23.58 $ 4032.18 XLI SECTOR SPDR INDUSTRIAL $ 64.00 $ 22.38 $ 1,432.32 XLK AMEX TECHNLGY SELCT SPDR $ 178.00 $ ~ S.OO $ 2 670.00 XLU SECTOR SPDR UTILITIES $ 66.00 $ 21.12 $ 1,393.92 TYC rrco tNTL LTD NEW $ 200.00 $ 21.10 $ 4,220.00 EVGOX EATON VANCE GOVT $ 1 429.00 $ 8.63 $ 12332.27 ML Bank ML BANKWG ADVANTAGE $ 1,427.00 $ 1.00 $ 1,427.00 • j SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA ADIYIINI~ I f W~ ~ I J INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GALBRAITH, JOSEPH V. FILE NUMBER 21 - 2002 - 00832 ~1w Maw wf .dw ww Jw.~L "__..w• Lw ..w.~w1wJ ~~ C~L~J..1~ 1 ITEM NUMBERI DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. I Malpezzi Funeral Home 2. I Reception 3. Honorarium B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 7,610.00 1,000.00 200.00 Street Address City State Zip Year(s) Commission paid 2. ', Attorney's Fees Coyne & Coyne, P.C. 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Florence H. Galbraith 4. ~I Street Address 936 Emily Drive City Mechanicsburg State PA Zip 17055 Relationship of Claimant to Decedent Wife Probate Fees Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. j Other Administrative Costs 1 ', Postage I 2 Cumberland Law Journal 1,500.00 3,500.00 308.00 41.00 75.00 Total of Continuation Schedule(s) ', 1,515.00 TOTAL (Also enter on line 9, Recapitulation) 15,749.00 COMMONWEALTH OF PENNSYLVANIA uwco~TeurtF TAX RETURN Sdieckie H Feral E~~ses & ACf'TYI'I~VB Ci06~5 ESTATE OF GALBRAITH, 30SEPH V. 3 `I Patriot News 100.00 iI 15.00 4 Inheritance Tax Filing Fee 1,000.00 5 Reserves '~ 200.00 6 Postage, Copies, Etc. 200.00 7 ~ Stock Broker Transactions fees ~I ii i 'I I I ICI - ~ ---------- _- . - ,. Pa - ge 2 of Schedule H FILE NUMBER 21 - 2002 - 00832 _ REV•1513 EX+ (9.00) ', SCHEDU/LpE J COMMONWEALTH OF PENNSYLVANIA ! BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GALBRAITH, JOSEPH V. I NUMBER i NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY __ _- -r I. I, TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 I~ Florence Galbraith 936 Emily Drive it Mechanicsburg, PA 17055 II Merrill Lynch IRA Account No. I, 872-73193 ~~~ Inventory Value: $75,854.00 FILE NUMBER 21 - 2002 - 00832 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE Wife $75,854.00 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover II. (NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT (BEING MADE 1. Galbraith Family Credit Trust B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 217,555.00 TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE 217,555.00 Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2002-00832 PA No. 21-02-0832 ESTATE OF GALBRAITH JOSEPH V Late of UPPER ALLEN TOWNSHIP , Deceased Social Security No. 185-26-2228 WHEREAS, on the 17th day of September 2002 an instrument dated February 22nd 2000 was admitted to probate as the last will of GALBRAITH JOSEPH V late of UPPER ALLEN TOWNSHIP CUMBERLAND County, who died on the 18th day of August 2002 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to GALBRAITH FLORENCE H 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, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 17th day of September 2002. g i s e s ~ ~~' ~-~ **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) ~, . >s t ' LAST WILL AND TESTAMENT _. __ _. __ OF JOSEPH V. GALBRATTH 21-02-832 I, JOSEPH V. GALBRAITH, of 936 Emily Drive, Upper Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. s.: marricu to ;rZORENCE H. GAL,BRAITH (hereinafter referred to as "My Spouse") and the children bom of our marriage are KAREN J. DEIBLER of 34 Blair Mountain Road, Di]lsburg, York ~ County, Pennsylvania 17019; and MICHAEL JOSEPH GALBRAITH of 5518 Silvercreek Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055. As used herein, the term "my children" shall refer to the aforelisted children bom of my marriage with My Spouse. 1. TANGIBLE PERSONALTY. I give and bequeath all of my household furniture and furnishings, automobiles, other rnotor vehicles, books, pictures, jewelry, china, crystal, appliances, silverwaze, wearing apparel, recreational equipment, articles of household or personal use or adornment, together with all policies of insurance thereon, to My Spouse, if My Spouse survives me. If My Spouse does not survive rr}e, I give such articles to my children living at my death, in as nearly equal shares as they shall select under the supervision of my Executor, it being my desire that my children be guided by .~ ro u A . rd `~ c7 any memorandum which I may leave with my Will. Any cost of packing and shipping said personalty to the beneficiaries, including insurance, shall be paid by my Executor as a general administration"cost..-If - -.-- ~~-- - __ any_ such articles cannot be fairly divided oi= distribufed in kmiL:in the" opinron of. my Executor, °such "~ "' articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. 2. UNIFIED CREDIT TRUST. If My Spouse survives me, I give, devise and bequeath to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held, administered and disposed of in accordance with this ITEM for the benefit of My Spouse and my issue (herein referred to as the "Unified Credit Trust") an amount equal to the sum of the balance of the dollar amount not taxed in my estate due to the application to my estate of the (i) the applicable credit amount against federal estate tax under Section 2010 of the Internal Revenue Code of .1986, as amended, or any subsequent successor or parallel provision thereto (the "Applicable Credit"), after deducting therefrom the value, for federal estate tax purposes, of (A) assets included in my federal gross estate which pass or have passed other than under the terms of this Will and which will utilize a portion of the Applicable Credit, (B) any bequests under the preceding ITEM of this Wiil which will utilize a portion of the Applicable Credit and (C) adjusted taxable gifts not included in my federal gross estate but included in the computation of the tentative federal estate tax in my estate; and (ii) the state death tax Credit allowed for federal estate tax purposes (but only to the extent its use will not increase any Death Taxes, other than Pennsylvania `~uiertance lax or Yennsyivania Esta=': ax, owing by my estate). My Trustee shall have, hold, manage, invest and reinvest the assets of the Unified Credit Trust, collect the income and (a) Beginning at my death, my Trustee shall pay over the net income of the Unified Credit • ~ ~ . :. !r~ I fi -i: Trust to My Spouse during My Spouse's lifetime, in installments not less frequently than quarterly. In addition, my Trustee shall pay to My Spouse such amounts of the principal of such trust as, in the sole discretion of my Trustee, shall be necessary for the maintenance, support and medical and nursing care of My Spouse, taking into consideration any other means readily available for such purposes. My Spouse shall have the exclusive and unrestricted right during My Spouse's lifetime to occupy or otherwise use any residence held wholly or partially in this Trust and the Trustee shall, at the request of My Spouse; sel~ any interest in any residence held in this Trust and may use the proceeds for the purchase of another residence for My Spouse's use or for investment. in income producing property, as My Spouse may direct. (b) Upon the death of My Spouse, my Trustee shall distribute the principal and any _., -- -__ undistributed income ofahe,Unified.Credit-Trutt to m~issue thenhvmg.per stirpes; provided;~however; that should any such issue be the issue of a deceased child of mine and shall not then have attained the age of twenty-five (25) years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM 4 for the benefit of each such issue (the "Grandchild's Trust"). 3. IiESIDiIE. I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, to My Spouse, if My Spouse survives me by thirty (30) days. If My Spouse does not survive me. i vivr anti hPm+~~«~ said residue to my issue living at my death, per stirpes; provided, however; that should-any such issue be the issue of a deceased child of mine and shall not then have attained the age of thirty years, each such issue's share shall be distributed to my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM 4 for the benefit of each such issue (the "Grandchiid's Trust"). 4, GRANDCHILD'S TRUST. My Trustee shall have, hold, manage, invest and reinvest the assets of each Grandchild's Trust, collect the income and (a) Until the beneficiary of the Grandchild's Trust (the "Grandchild") shall have.artained the _ _. __ _ t f age ~~' ~:•:,i,ty-faro (2~) years, my Trustee shall from time to time pay to or for the benefit of the Grandchild such amounts of the net income and principal of the Grandchild's Trust as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. At the end of each year any unexpended income shall be added to the principal of the Grandchild's Trust. (b) After the Grandchild shall have attained the age of twenty-five (25) years, my Trustee shall thereafter pay to the Grandchild the net income derived from the Grandchild's Trust in installments not less frequently than quarterly and such amounts of the principal as, in the sole discretion of my I Trustee, shall be, necessary for the Grandchild's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. (c) If at the time of the creation of the Grandchild's Trust the Grandchild shall have then _. attained a age of twenty-five.(25) years or if the Grand`chrld shall thereafter attain=that age, my Trustee shall distribute outright to the Grandchild the then remaining principal of the Grandchild's Trust. •~ (d) If a Grandchild shall die before final distribution of the assets of the Grandchild's Trust ro ~ ro is made, the then remaining principal and any undistributed income of the Grandchild's Trust shall be . c~ distributed to the Grandchild's issue then living, per stirpes; or if the Grandchild shall have no issue then i .[ living, to the issue then living of the parent of the Grandchild who was a child of mine, per stirpes, or, if ' ~ a~ m such parent shall have no issue then living, to my issue then living, per stirpes; provided, however, in any event, if any such beneficiary is then a beneficiary of a Grandchihi'~ Tn,et },aronn.7,.- .L .. .. i. ... »__ - 1 beneficiary shall be added to the principal of such Grandchild's Trust, as if an integral part thereof, to be held, administered and disposed of in accordance with the terms thereof. - 5. PERPETUITIES PROVISIONS. Nothing herein is intended to, nor shall it be construed to, postpone the vesting of any part of the assets of any separate trust estate hereunder for more than twenty-one years after the death of the survivor of me, My Spouse and my issue living at the time of my death. At the expiration of such period the assets of all the separate trust estates hereunder shall immediately vest in fee simple absolute in and be distributed outright to the person or persons then entitled to receive the income therefrom, whether in my Trustee's discretion or otherwise. 6. SPENDTHRIFT PROVISION. No interest in income or principal of my estate or any _- .... ..c: ~rcaicd i~c.eunder snail be subject to attachment, lery or seizure by any creditor, spouse, assignee or trustee or receiver in banlQUptcy of any beneficiary of my estate or of any trust created hereunder prior to ~ the beneficiary's actual receipt thereof. My Executor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein),pledging or assignment by any beneficiary of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. 7. SURVIVAL PRESUMPTIONS. Any person who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to havF predeceased me. Any person other than me tivho shall have died at the same time as any then beneficiary of income of my estate or a trust created hereunder or under such circumstances that t is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. -_...- - 8. FIDUCIARY POWERS. In. the settlemenCof.my__estateand during;the-continuance of ny trust created hereunder, my Executor and my Trustee shall possess, among others, the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of he beneficiaries: (a) To retain any investments I may have at my death so long as my Executor or Trustee aay deem it advisable to my estate or trust so to do, including securities owned, issued or underwritten by any corporate Executor or Trustee or any of their affiliates. _ _. -,. +~ -.~ ro A b C7 5 s 3 i (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in _ _ such bonds, stocks, notes,-real estate mortgages or other securities or in such other real or personal property, including securities owned, issued or underwritten by any corporate Executor or Trustee or any of their affiliates, or as to which my corporate Executor or Trustee or any of their affiliates are investment advisors, as my Executor or Trustee shall deem. wise, without being restricted to so called "legal investments". ~ (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisicns car distributions of the personalty and realty-.nart1;~ o_ ^;F.°]ly in kind. If a~icl: ui~~isi;.:, ui -~' _ _- - distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my estate or' trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability or the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and delivery any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers-conferre'd upon my Executor or Trustee in this paragraph or elsewhere in this WiII. __ _- _ ... . (e) To mortgage real estate and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor or Trustee, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate or trust. B x •~ ro u .r? (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and parhrerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (i) To hold investments in the name of a nominee. (j) To compromise controversies. (k} To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing tome by Will, intestacy, contract, joint ownership, operation of 1~ law or otherwise. I (1) To employ and compensate from income or principal, in the discretion of my Executor or Trustee, investment and legal counsel, accountants, brokers and other specialists, and, whenever there shall be ro corporate Executor or Trustee in office, a corporate custodian, and to delegate to investment counsel discretion with respect to the investment and reinveshnent of any or al] of the assets held hereunder. (m) To divide any trust hereunder into two or more separate, but identical, trusts. To divide any trust hereunder which would have a generation skipping transfer tax inclusion ratio other than one (1) or zero (0), into two (2) separate trusts which are fractional shares, known as the "exempt trust" and the "nonexempt trust". The exempt trust is that fractional share of the total trust fund that has a generation skipping transfer tax inclusion ratio of zero (0), and the nonexempt trust is the remaining fractional share of the trust;.with a generation skipping transfer tax inclusion ratio of one (1). The terms _... and conditions of the-~noriezempf=l=ust and.the exempt trust'will be identical. Any reference to a trust . created under this Will, without a further specification or limitation, shall be nonexempt trust, in proportionate amounts, where relevant. The assets of each separate exempt and nonexempt trust shall be held, administered and invested as separate trusts, and my Trustee shall maintain adequate accounting and records for both such trusts. My Executor shall indicate on the federal estate tax return filed for my state that separate trusts will be created (or funded) and clearly set forth the manner in which the trust is :o be severed and the separate trusts funded. _, .,, u~~.gciace one or more persons or a corporation to act as ancillary fiduciary in any ~e _: jurisdiction in which ancillary administration maybe necessary, such ancillary fiduciary to serve without bond or security and to have all powers, authorities and discretions conferred hereunder. _ __ . 9. EXCULPATORY CLAUSES. In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary ~~ of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction. (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of mx estate resulting from my Executor's decision made in good faith to use a particular valuation date. 10. TAX CLAUSE. All. inner.*.a:.ee:: esY•aie and similar tan c~- bru •.:~i ;g due by reason of my death, except any taxes relating to generation skipping transfers imposed under Chapter 13 of Subtitle B of the Internal Revenue Code, as amended ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM 2 of this Will or if such assets passing under ITEM 2 are not sufficient, then out of the property passing under ITEM 3, as an expense and cost of administration of my estate; provided, however, that if any property held in any testamentary or inter vivos trust created by My Spouse is includable in my estate for purposes of any Death Tax, then any Death Tax attributable to their inclusion z, of any such property in my estate for the purposes of that Death Tax shall be paid out of such property or by the recipients of such property; and, if such Death Taxes are nevertheless paid by my Executor, I j:. direct my Executor to obtain reimbursement or contribution for any such taxes paid by my Executor. f, Except to the extent above provided, my Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of - - insurance or other property not passing under this Will. - - -- -.::._ ~, 11.- NON>EXERCISE OF POWERS. No provision in this Will is intended to exercise any power of appointment which I may possess. 12. CUSTOAIAN OF ESTATES. If at any time any individual under the age of twenty- I five (25) years shall be entitled to receive any assets free of trust by reason of my death, whether payable _ _. sa A ,ol hereunder, by operation of law, contract or otherwise, I appoint my Trustee hereinafter named as Custodian for such individual under the Pennsylvania Uniform Transfers to Minors Act. 13. TRUST MERGERS AND TERMINATIONS. __ If there should be established by My Spouse, either by Last Will and Testament or by inter vivos Deed or Agreement, trusts similar to [he trusts herein established for the benefit of my issue, my Trustee herein shat] have the right and power to merge trusts herein established with similar trusts for the same beneficiaries established by My Spouse and to operate each of the merged trusts as a single trust. If, in the sole discretion of my Trustee, at any time any trust hereunder is or becomes too small to justify its maintenance as a separate trust, my Trustee, without any liability to any person or remainderman whose interest may be affected thereby and without the necessity of court approval, shall terminate S1.!ah tP_~_•t li ~' •~_Si: ]'OL't1nS' ::11 i.... ifY;~cnr ~~1~~ pl l.~~YJi Of tllP trllSt t0 ti1F, -ihen 1nCime beneficiary or beneficiaries of said trust. If any additions to any such trust are received after its termination under this ITEM, such trust shall be revived and this provision shall continue to apply to it. The Trustee discretion herein granted shall in no event be construed as giving any potential distributee of a trust the right to compel a termination in whole or in part of such trust. 14. EXECUTOR APPOINTMENT. I hereby appoint My Spouse, FLORENCE H. GALBRAITH as Executrix of this Will. If My Spouse should for any reason fail or cease to act, I appoint my children, KAREN J. DEIBLER and MICHAEL JOSEPH GALBRAITH, Co-Executors of my Last Will. All references in my Last Will to my "Executors" shall refer to my Executor, or to my successor Co-Executors, as the case may be. 15. TRUSTEE APPOINTMENT. I hereby appoint My Spouse, FLORENCE H. GALBRAITH, Trustee of any trust created hereunder. If for any reason she should fail or cease to act, I • appoint my children, KAREN J. DEIBLER and MICHAEL JOSEPH GALBRAITH, as Co-Trustee in her place. It is my desire that there always be two Trustees serving hereunder, If for any reason there= is ever only one Trustee, such Trustee shall designate a person or bank to serve as Co-Trustee with him or her, such designation to be in writing and effective without court approval. So long as a Trustee or the issue of such Trustee is a beneficiary of any trust hereunder, such Trustee shall not (i) participate in any discretionary determination of the Trustee to distribute principal or income of such trust to or for the benefit of such beneficiary or to his or her issue; or (ii) participate in any discretionary determination of ~~.a-~-~_: ~. - _ `~ _..._. ,,,,, ,,,:.a ncieui entitled '"1KUST ME::GERS .AND TERMINATIONS". An individual Trustee shall be deemed to have failed to serve as Trustee hereunder if, among other reasons, the treating physician of said individual Trustee shall certify in writing that such .... ..... .. . .......... Trustee.. possesses permanent mental- or physical incapacities which preclude such Trustee from discharging his or her duties as Trustee hereunder. Any Trustee serving hereunder shall have the right to (resign from such office at any time, with or without cause and without Court approval. No successor Trustee shall be liable for the actions of a resigning or removed Trustee occurring prior to such successor Trustee taking office. All references in this Will to my "Trustee" shall refer to my originally named Co- Trustees or to my successor Trustee(s), as the case may be. 16. WAIVER OF BOND. My Custodian, Executor and Trustee shall qualify and serve without the duty or obligation of filing any bond or other secur+y. P-ny comoratF F~d;:ciary shalt _,P entitled to compensation in accordance with its standard schedule of fees in effect from time to time. IN WITNESS WHEREOF, I have set ~mpy~h'and and seal to this, my Last Will and Testament, consisting of this and the preceding pages, this~.fi+.cE day of ~"G' ~, , 2000. ~ `~ . J - SEPH . G :WRAITH We, the undersigned, hereby certify that th2 regoing 1~'ill was signed, sealed, published and ieclared by the above-named Testator as and for his Last Will and Testament, in the presence of us, who, it his request and in his presence and in the presence of each other, have hereunto set our hands and seals he day and year above written, and we certify that at the time of the execution thereof, the said Testator vas of sound and disposing mind and memory. _ residing at /~~~ ! ~$ ~ /, T , / `/>< i '~e.J's` 7~ ~Q/ ~J Xi171~ _ residing at .2',. ,CCf~~ ~ /Jn`rl 9 n « - We, JOSEPH// V. GALBRAITH, t~ /s/f /f7A-~2/E ~ivi/~ and L~GC/~?/ ~j~~j,~J(~ ,the Testator and tb.e witnesses respectively, whose names are signed to the attached or foregoing instrument, being. first. duly sworn, do hereby. declare to _the- undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence an<I hearing of the Testator, signed the will as witness and that to the best of his or her Imowledge, the Testator was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. ~ • C SEP V. GAL,BRAITH i C~ ~ ~~~ j~~M itne ,~~t~~LLd ~~'alCC~ Witness Subscribed, sworn and aclmowledged before me /%e~~~ y /-- `'o ~, ,v6 by JOSEPH V. GALBRAITH, the Testator, and subscribed and sworn to before me by ~ ~ s ~ rvr rs7-tit (~ ~~ and Ct~~'/)/~i~/~/o.~/~ the witnesses, this ~~ay of ~=-Pi~ , 2000. Notary Public (S AL) l~~ i ~~''.-.... ~. _..z ~i .. HENRY F. C~'r:i ; ~ -l :~,313tic Hs~npdsn TrT_ ~:.-Y~rl :tJ t;cuniy •: . ~ Cottntdas:on e~ir~s Jt~~a 7, 2004 10 COYNE & COYNE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne Lisa Marie Coyne John W. Carter Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 3901 Market Street Camp Hill, Pennsylvania 17011-4227 March 17, 2009 717-737-0464 Fax: 717-737-5161 www. coyneandcoyne. com rv C7 0 ~r~C7 ~ ~., ~ ~7, r- r - _ I r ~ ~~ 7 ~. r~ W - ; J ~/~\ . . _. / ~ CjC ~ ..:~ , -_; 1 ~- n ~ t r Re: Estate of Joseph V Galbraith, Deceased #2002-00832 Dear Madam: We represent the Estate of the Late Joseph V. Galbraith. Enclosed please find an original and two (2) copies of the Inheritance Tax Return for this estate. Kindly docket the original and return to this office a "clocked-in" copy with the enclosed envelope. Return. Also enclosed is check No. 4656 in the amount of $15.00 which represents the filing fee for this Thank you for your assistance. Very truly yours, LM/cmc Enclosures cc: Mrs. Florence Galbraith, w/encl. COYNE & COYNE, :P.C. ~-- Marie Coyne ~ s ~ a i }~ i' ~ ~ ,r ~~ ~ ~r ~ ~I t v y G } f ' ~~- ~ a 1 ~ X r~ s Y € i P, P i 1 ~• I i ~ ~ I ~ ~ ~~~ , ~~ . ,~ ,,~ ,~~~~ ,~ ~t~ ~'~ ~ ~ ~ '~~ 5~, , ++ii ~. ~~:: ~ F ~ f 1 ' ~~ ~j ,~,, ~'?' ~ P ~~~ 3: ~ ~ ~ s ~~ ~.,~ as ~ 's E f Lry ~y' ~ ,t e i } ~ ~ ~ ~. l ,~< <.: d /a ~' ~M1_ ,~ ,. -i! F 6 Yf~ I~~ F +. -. i~' 'i 5. ~, i. .; i Y. ~?; ~~; C '. ~ 4 k:'_~ , r i ~,t:, f ~ , (`~ ~ ~ ,~. e, ~ ('` _. il~r; ~~ If~i~ . , , ,~r `, r '~ {,i r:.~ ~ ~ OI it `fir , ,1 ~,., l.. 1 ~1 ~ _. r. .. I , a _ 1 ~.~~ ClJ~af~ .r , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES - - -. -NOTICE- OF INHERITANCE TAX INHERITANCE TAX DIVISION `^A!PP~AIS&MENT ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDl1[:TI~NS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 -- ~~' ~' ~-~ ` ~~" ' ' REV-1547 EX AFP CO1-09) ~~~~ ~~~ ~ 4 ~ ~ ~~: ~ ~ DATE o8-10-2009 ESTATE OF GALBRAITH JOSEPH V DATE OF DEATH 08-18-2002 ~~R~ ~~ FILE NUMBER 21 02-0832 ORPi-f~I'~ ~;QURT COUNTY CUMBERLAND LISA MARI E COYNE ESQ ~~~~~'~~ ~j~.,ti~1 ~~, pA ACN 101 COYNE K COYNE APPEAL DATE: 10-09-2009 3 9 01 MARKET S T (See reverse side under Objections CAMP HILL PA 17011-4227 Amount Remitted- -~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f-~ _ ____________ REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GALBRAITH JOSEPH V FILE N0. 21 02-0832 ACN 101 DATE 08-10-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 231.363.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) 75,854.00 8. Total Assets (g) 307, 217.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 15,74 9.0 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11 . Total Deductions C11) 1 S .749.00 12. Net Value of Tax Return C12) 291,468.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 217,5 55.0 0 14. Net Value of Estate Subject to Tax C14) 73, 913.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect fiDures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C19) 73, 913.00 X 00 _ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00 17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 _ .0 0 19. Principal Tax Due C19)= .0 0 TAY rDrnTrr. M DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTI(iNS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOSEPH V. GALBRAITH Date of Death: August 18, 2002 Will No. 21-02-0832 Admin. N 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: OCTOBER 2009 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 b. the separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and maybe attached to this report. ' ~/~/ Dated: ~ Z-r ©~ ~- ~ LIS ARIE COYNE, ES IRE 1 Market Street Camp Hill, PA 1 70 1 1-4227 (717) 737-0464 Counsel for Estate c~ +e, ~~ , :, ° ' ,_ , . c r_~ n _ ~ ~'' ,~ Z ~ ~ r ~ - •. R~v~~ tV r ~' C a -, ~~ ~ - .n, .C- - tV ,_ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERI-AND COUNTY, PENNSYLVANIA Name of Decedent: JOSEPH V. GALBRAITH Date of Death: August 18, 2002 File Number: 21-02-0832 ~, i Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the ad~iinistration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... [ Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: FEBRUARY 2011 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 I b. The separate Orphans' Court No. (if any) for the personal ', representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ql Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal acco~nts may be filed with the Clerk of the Orphans' Court and may be attached to this report. __ II Date August 12, 2010 ojPerson Filing this Form Capacity:Personal Representative Counsel Henry F. Coyne i"~ Name of Person Filing this Form ~=' ~' ; ~ ~°- 3901 Mazket Street j ~`"' "- = ~ u._ ~ L'! Address i t~ ,_ a. ©ta~r; Camp Hill, PA 17011 ~~_., 5 - ~ ~ (717) 737-0464 Li ' {-~'~ ~' ~ ~ ~-' ' Q~ Telephone ~ ~ !~ ~ ~_~ '~- a ~ e N Form RW-10 rev. 10.13.06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~;"(~f~~^~ ~ t; r, .;+~ ~~. t il.~.ltJ ~ ~1 ~ i ! e i~, i..~...i Zaio ~uL zs aM s= z6 Date: 7/27/2010 COYNE HENRY F 3901 MARKET STREET CAMP HILL, PA 17011-4227 RE: Estate of GALBRAITH JOSEPH V File Number: 2002-00832 Dear Sir/Madam: c~~ G~ QRPHAN'S COURT' CU~18~P1~!D CO., PA 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. 1, for decedents dying on or after July 1, 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: 8/18/2010 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, l~~~l~ Glenda Farner Strasbaug Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 2406345 '~~l!Fi~ ~-[, ~~`{.-,tJ~ V~ 1`-~~~'~ ZQIO JUL 28 ~~MI 8~ 2b Date: 7/27/2010 GALBRAITH FLORENCE H 936 EMILY DR MECHANICSBURG, PA 17055 RE: Estate of GALBRAITH JOSEPH V File Number: 2002-00832 Dear Sir/Madam: c~R~ a~ OF~PfiAN'S CURT Cl~B~RI.,~ND :~~., PA 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 N0. 1, for decedents dying on or after July 1, 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: 8/18/2010 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, l~~j~G~ Glenda Farner Strasbaugh Clerk of the Orphans''. Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ~ ~ Date: 7/29/2011 Y _`-~ , , ~ : , ,.-;, ~ COYNE HENRY F _~ ~ ~,-~ - 3 901 MARKET STREET ~'' ' '~' -- ° - _ CAMP HILL, PA 17011-4227 v '~~ <'~ ~ ~~ ,.w RE: Estate of GALBRAITH JOSEPH V File Number: 2002-00832 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, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 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: 8/18/2011 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, ' " t.~~~~ Glenda Farner Strasbaugh ' Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ~... , _~~ 5yrn ~~~ Date: 7/29/2011 :=~,;~ '"'' "~ ; GALBRAITH FLORENCE H ~ ;_~., _. "~ ; - .i J jam --i ~ " , ,7 936 EMILY DR T ~. ~T' MECHANICSBURG, PA 17055 RE: Estate of GALBRAITH JOSEPH V File Number: 2002-00832 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, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 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: 8/18/2011 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, .y ~ ~ rr~~ /!'1s .1 ^ ~~i Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND Name of Decedent: JOSEPH V. GALBRAITH COUNTY, PENNSYLVANIA Date of Death: August 18, 2002 File Number: 21-02-0832 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes ^ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^Yes Q No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... Yes ^No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached-tp this report. rate August 17, 2011 Signak re ofP rson Filing this Form ~~ r-_; G,~ ~ ,,~ - Capacity: ^Personal Representative /^Counsel _ ,.r . F- -= _ ~_ - - Lisa Marie Coyne :.- ~ _:-- ~? C:_ Nnrne of Person Filin,; this Forrn ~ `~ ' ~,-> -- 3901 Market Street '..1 W <- Address _ -' ~ ~ - ~ ~ ~= Camp Hill, PA 17011 r_~ , i . ~~~ ~ ~ _. ~~ ~ (717) 737-0464 Telephone Forrn XW-lU rev. l0. i3.0G \..L~