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Home My WebLink About01-13-11PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of William D. Greenlee also known as Barbara B. Greenlee Deceased COUNTY, PENNSYLVANIA File Number ~ ~ > ~ - (~_~~ Social Security Number 168-30-5228 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXECUTRIX last Will of the Decedent dated 11/20/1997 and codicil(s) dated named in the (State relevant circumstances, e.g., renunciation, death of executor, etc.) Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: 0 B. Grant of Letters of Administration (If applicable, enter: c. t. a.; d. b. n. c. t. a.; pen~dente liter durante absentia; durante minoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (If Administration, c. t. a. or d. b. n. c. t. a., enter date of Will in Section A above and complete list of heirs.) Decedent, then 72 years of age, died on September 30, 2010 at MS Hershey Medical Center, Derry 7'wp. Dauphin County Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania situated as follows: $, .~.~'~~ //~ 000 .._ Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the u~iersigned: ~ i na ure T ed or rinted name and residence _~ ~• Barbara B. Greenlee `` 768 Arlington Road ' Camp Hill, PA 17011 11,000.00 For,~z Rw-o~ rw. ~0.~3.0~ Page 1 of 2 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. : -~ - - -y~ - Cumberland c ~? ~ ~ ~ Decedent was domiciled at death in County, Pennsylvania with leis /her last principal r~letice at ~ ~.~ p 768 Arlington Road, Camp Hill, Cumberland County PA 17011 ~ r~. (List sb•eet address, tow~~/city, township, county, state, zip code) Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CU ~~ ~ l~~ The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true anti correct to the best of the knowledge anu belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. ~ ~ n Swo;n to or affirmed acid subscribed before me the ~~~ day of of Personal Rc~iresentative . ` ~ ~~' ~ Signature of Personal Representative ~ ~~ ~ -,~ C~ ~ T? ~ ~'` 1 y t~ ~, For the Register signature of Personal Representative '° ' -- t'°' -_ ~~ - ~'~" ;. --'=T . n ~. ; _~ a, File Number: c~ ~ l ~ ~~__~ :n ,~•,•~ ~ ~,,k,~ ~. ~ Estate of William D. Greenlee Deceased. Social Security Number: ~~~~ - =~' -.`j2,2 ss Date of Death: ~`~ - ~~~ - ~- C_~d'(~ AND NOW, ~ ~~~r,t t'-~t l ~ ~C3Z ( , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters ~e~S t VL _,( ~~ a ~ are hereby granted to '~,C'ri'~ ~ C~a Y"(' i r~ G- /Ln o of 4~ _ in the above estate and that the instrument(s) dated l~ ' -~0 - / ~l `~7 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES ~d ~'. -~,~~ Reis r of ills _ ~ Letters ............... $~ o C) C~+ f ~' ~ ~.~-E' li(--~~ X~ ~'Y? C~~ G Short Certificate(s) ........ $ I "~C~~ Attorney Signature: .~~=---. Renunciation(s) .......... $ ~t~ ll ... $ 1~ _~ AL~£iY~'1E~ ~iC~Y1 ... $ ~~-a~ ... $ ... $ ... $ ... $ ... $ ... $ TOTAL ~~ ~~ .............$~~c~~ Form RW-02 rev. 10.!3.06 Page 2 of 2 Attorney Name: Benjamin J. Butler Supreme Court I.D. No.: 81948 Address: 500 N. Third Street P.O. Box 1004 Harrisburg, PA 17108-1004 Telephone: 717-236-1485 OCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ Fee for this certificate, $6.00 P 1680440 Cert(fication Number 43 REV 11@008 f /PRINT IN -RMANENT il.AClc ~ This is to certify that the information here gzven 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. ~~ Local Registrar Date Issued COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH (See Instruetlons and examples on reverse) .._.__ -~- ~~ r rn t: "~ - ~ ~ ~ -ti '....../ 4--..p..-}... W ....^ 1 r l i \J 1~' J 1. Name a Decedent (Fleet. middle, lest, au1Poc) 2. Sex 3. Sodel SectaNy Number 4. Dab a Death (Maim, deY~ Year) . Male 168 - -5228 tember 30 2010 5. Age (l,et Sktltdey) Under 1 r Urtder 1 do 8. Date a ~ 7. & and ebb « Be. Place a Deem Check one M0nn1e ~" Mores M1M1bt Hospital: Other: 72 vts. ~p Fe 1,1938 Plttsbur , PS ~ Inpatlerd ^ ER I outpehent ^ DOA ^ Nurakq Hans ^ Residence ^ Deter • SpecHy: Bb. Courtly a Death 8c. City, Oao, Twp. a Deets 8d. FecMty Name (M rat ktetlhRlort, give sheet end nurrmer) 9. Wu Deaden a FNePenk lhrgn4 No ^ Vas 10. Race: American kxMen, &edc, White, etc. • rn Y•8, +~dN ct,e.n, ( Mexkbrl, Puerto Rlan, etc.) Mite 1 i. DeadeM'e Uewl Kkd d work done mat a pie. Do not stale 12. Was Decedent ever In the 13. Decedertre Eduatlar (Seedy Doty hiptwet grade compNted) 14. AbrMel Stabx: Mended, Never Mertkd, 15. Surviving Spouse (M wke, give maiden name) land a Wale Kkd a 8uaheee/Industry U.S. Artnd Fo r ce sT Ekernerttery /Secondary (0-12) Cakege 1.4 or 5+) W ro OM ~ ~ ~~ () Partners rr ec rr 1.,1 , . . . L,,`t~ n..,.,. . ^ Yee tiff No ~ t•~y 1~ iXLL Ugrg DAL Vwn • t B. DeoedenYe IvlapinQ Address (Sheet, ay / rown, state, zip code) Decedents Dd DeadeM 17110 tan Roac1 768 Actual Realdata 17a. Stale Live in a 17c. Y ^ es, Decedent Lived in Twp. • ~1s Camp Hi11 P8 17011 ~ ~ r ~I " 1m. Count' lAlu~i ~-~L~1 Township? 17d. De alived within , Cityl Bao 18. Femers Name (Flret, middle, leaf, aWAx) 1 g. Momele Name (Feet, mkldk, maiden aumartre) Audre Buechel 20e. Mlaatenre N«rre (TYPs / ~U 20b. kdornrerd'a McWrq Addme (Sheet, aq / kwm, ebb, zip code) Barbera Greenlee 768 Atli ton Road Camp Hil1,Pa 17011 • 2iG MsMtod d Dfepod8at r (~ cr«naBon ^ Donear 21b. Dab a I)fepoeitlon (Morten, day, Year) 210. Plea a DlepoeMbrt (Name a cemetery, txenterory a other tom) 21 d. Location (city' /town, stab, zip code) ^ eudei ^ Rernwel nom ebb i was ta.ntatlar or Dautlon AWwrlsd dI ^ r b ^ cY ExantbtarlcorareR Yee y W No ~ ' 1 3 P8 d Service License ( ee each) 22b. License Number 22a Name end Address a Far3Ay - 011654-L ens-Harney Flmeral Home Inc 1903 Market St Hill Pa 17011 perro 23se sty when oedMyMp 23e. To the txset a my krawledge, death oaurred at the time, data end pba ebbd. (Signature and 1Mb) 23b. Lloente Number 23c. Date SI 9ned (Month, day, Year) phyeidart b not mNeble et tkne a deem ro antsy rxluee a seem. Marne 24.26 must De completed by person 24. Tkn a Deem 25. Dale Pratourtoed Dsed (M onet , d ay, Y•ar) 29. Wee Case Refened ro MseBal Examiner / Caster to a Reason Omer men Cremetbn « Daretlon? who prortoutaedeem. ~ O ` D3 /QM. w ~ -r l S~P?'~~ ~G ~, ~O~ ~.O ~ O ^ Yes ^ No CAUSE OF DFJ1T14 (Sss Instructions and sxsmpNs) t Approxkneb krbrvai: Ibm 27. Pert I: Err dte - dseeeee, njudee, a carpliatron -met dksdly caused me death. DO NOT enter bmdnl everts each as cardiac arrest, ~ Onset ro Dsam Pert II: Eller Deter but not reeultl ng in dts undertykg ease given in Part i. 28. Did Tobacco Use CarddbrRe b Deem? ~ Yes ^ P b b reepkabry serest, a ventrkxrbr flbriAatlar wMhout showkg the etlobgy. Llet only ab sues on each Noe. r IIIY~DI ATE CAUSE FYW d r , ro ty e ^ No ^ Unknown n esaee a oad8o rseultlrM in ~) _~ a. ~iv~E ~P Sl s ~ CQPD 29. If Female: ^ Duero « es a r ~ ~~ Not pregnnt wlmin past year A M~Nat catdUone, H arty, b. ~ iN ell O~/ln / ~ i fo tetras Mbd on ~° ° IV ~IC'j/'I'~ ~ P err J~ ~ ^ Pregnant at dma of deem ' Duero a as a Nt.YNGCAUSE ( careePeena alp ; Enbr UN O E ^ Na pregn~4 but t wimin 42 da pregnn ys k~ a y eve~rrba`renrYn6tl~ In ~m)iAST~e c. ~ _~.~ L~ a deem ^ • r Duero (« es a cortsequerta of): Not pregnnt, but pregnant 43 days ro 1 year r d. r r before death ^ Unknown N pregnant wimin the past year 30e. Wee an Auropey Perfonrted7 30b. Wsro Areropey Fktdnge Avsibble Prbr to Corrpktlon 31. tAertner of Deem 32e. Date a Injury (Harm, day, Year) 32b, Deacrtbe How Injury Occurred 32c. Plan a Injury: Home, Ferm, Street, Factory, ' a Cause a Deam7 ~ NaWrel ^ Haddde OfAce Bulld mg, ero. (SpedyJ ^ Yee ~ ^ Yes ^ No ^ Accident ^ Perdkrg Invastlgetlort ~. Thne a Injury 32e. Injury at Watfr 32f. N TrerurpoMdon Injury (SpecY/yJ 32g. Laxltbn a Injury (Sheet, riry /town, stele) ^ Suidds ^ Could Nd be Datermkrd M ^ Yea ^ No ^ Driver/Operator ^ Passenger ^ Pedeelrien . Omer - Spedlj% 93a. CertlAer (dtedr arty on) 33b. Signature and Title rtlAer • CeAMyMq pbyNcNn (Phyekisn cartllying sues a deem when ano8>er physician hee prarourad deem and comPbted Hem 23) a - a To the bast of my ImewNdgs, dean oaunsd dw to 1M cwae(s) and manner w ebMd _ _ _ ^ "'~ " • w and ardh"bw Phr~ ( ~+ Prq deem ens aertlyttg a case a deem) ~. ~• 33d. Date ,say, - To the bast of nM browNepe, loam occurred n Urs time, date, and pboa, and due to Mrs eauae(a) arrd marswr r usbd_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ • liiadical lerundtrar(Caorrr HT ~ 9Gle `T 30 ~ a on Un hots a urrrdrwdon and I a Inwstigrkbrt, b my opinion, deetlr occurred rt are tbn, dMS, and pba, arts due to the arre(e) and manner r wbd_ ^ 34. Name end Addeeee a Person Vna Cortpletsd cause d Deem (Item 27) Typ3 / Prtnt - ` ~ "~~ ~ ~ `~ (/ ~ ~ ~ FFokpp ~D~ ~f L 1rQv1i(!~'' S- ~/C-ZSon~ M.S. Hershey Medical Ctr. U/ Oiepaitlon Permit No. O f ` ~,~~ ~ r ~ f ~ ~ r ~ t ~ t LAST WILL AND TESTAMENT OF ,., GREENLEE ~-- ~,.~ - ,: _~7 -~ WILLIAM D. ~ ~~, -~ ~i r- ,` _,sl I Y-f .__ ~_.. ~ ~ -- e , -- i_~ I, WILLIAM D. GREENLEE, of Cumberland County, Pennsyl~aa,--- < .... ` "_ ~. do hereby make this my Last Will and Testament, revoking Ea~-y`--~ -° _.., ..._._ ~':~ ~ ~-- former W i 11 s and Cod i c i 1 s made by me . .~_t ~ ?~ ~~ t ,~ ARTICLE ONE IDENTIFICATION OF FAMILY MEMBERS I am married to Barbara B. Greenlee, and all references to my wife in this Will are to her. I have three children: Janis ,G. Hamann (born October 8, 1961); Patricia G. Thornton (born ~u rl~ ^='.L== 16, 1965); and Daniel P. Greenlee (born August 3, 1984). These and any other children born to or adopted by my wife and me are described in this Will as "my children," or as "a child of mine." Any person born to or adopted by a child of mine is described in this Will as "my issue." Provided, however, no adopted person shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of twenty-one (21) years . ARTICLE TWO BEQUEST OF TANGIBLE PERSONAL PROPERTY I give my tangible personal property and all casualty insur- ante that I am carrying on said tangible personal property to my wife, or, if she does not survive me, I give said property to such of my children who are living at my death, to be divided 1, ~% ~~ ~~~ _1_ ( ~ ~. ~ r • ~' l > c ~ equitably among or between them as they may determine, or, if they are unable to agree, as my Personal Representative shall determine, after considering the wishes of such children. I have complete confidence that my wife, my children or my Personal Representative will honor any written instructions that I may leave with regard to said tangible personal property. ,Any such property not so distributed shall be sold, and the proceeds added to my estate to pass as hereafter described. ARTICLE THREE MARITAL BEQUEST If my wife shall survive me, I give, devise and bequeath to my wife, cash, securities or other property of my estate (undi- minished by any estate, inheritance, succession, death or similar taxes) having a value equal to the maximum marital deduction as finally determined in my federal estate tax proceedings, less the aggregate amount of marital deductions, if any, allowed for such tax purposes by reason of property or interests in property passing or which have passed to my wife otherwise than pursuant to the provisions of this Article; provided, however, the amount of this bequest shall be reduced by the amount, if any, needed to increase my taxable estate (for federal estate tax purposes) to the largest amount that, after allowing for the unified credit against the federal estate tax, and the state death tax credit against such tax, will result in the smallest (if any) federal ~/ I J /~.er,.~~f -2- r ~ ' f ~ ~ ~ ~ r , t' ~~ estate tax being imposed on my estate. The term "maximum marital deduction" shall not be construed as a direction by me to exer- cise any election respecting the deduction of estate administra- tion expenses, the determination of the estate tax valuation date, or any other tax election which may be available under any tax laws, only in such manner as will result in a larger allow- able estate tax marital deduction than if the contrary election had been made. My Personal Representative shall have the sole discretion to select the assets which shall constitute this bequest. In no event, however, shall there be included in this bequest any asset or the proceeds of any asset which will not qualify for the federal estate tax marital deduction, and this bequest shall be reduced to the extent that it cannot be created with such qualifying assets. My Personal Representative shall value any asset selected by my Personal Representative for distribution in kind as a part of this bequest at the value of such asset at the date of distribution of such asset. ARTICLE FOUR RESIDUARY BEQUEST I give, devise and bequeath the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devises), wherever situate and whether acquired before or after the execution of this Will, to my Trustee, ~ , ~.~ ~' n ~~ r ,,~' ( ~; _3_ f ~ f ~ * ~ ~ ~ ~ ~ [ I ~t )i hereinafter named, to be held, administered and distributed as the "Bypass Trust." ARTICLE FIVE ADMINISTRATION AND DISPOSITION OF BYPASS TRUST The Bypass Trust shall be held, administered and distributed as follows: (1) My Trustee shall pay to or apply for the benefit of any one or more of my said wife, my children and my issue, until division into shares pursuant to Paragraph (4), all of the net income from the Bypass Trust in convenient installments in such shares and proportions as my Trustee in its sole discretion shall determine primarily for the medical care, education, support and maintenance in reasonable comfort of my said wife, children and issue, taking into consideration to the extent my Trustee deems advisable, any other income or resources of my said wife, children and issue known to my Trustee, considering that my wife is the primary object of my bounty. (2) Prior to division into shares pursuant to Para- graph (4), my Trustee may pay to or apply for the benefit of any one or more of my said wife, children and issue such sums from the principal of the Bypass Trust in such shares and proportions as in its sole discretion shall be necessary or advisable from time to time for the medical care, education, support and mainte- nance in reasonable comfort of my said wife, children and issue, -4- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ • f i t ~ ~ taking into consideration to the extent my Trustee deems advis- able, any other income or resources of my said wife, children and issue known to my Trustee, considering that my wife is the primary object of my bounty. Any payment or application of benefits for a beneficiary pursuant to this Paragraph shall be charged against this Trust as a whole rather than against the ultimate distributive share of such beneficiary to whom or for whose benefit the payment is made. (3) My wife shall have a special power to appoint all or any portion of the Bypass Trust during her lifetime by written document, delivered to my Trustee, referring expressly 'to this Article, or by Will, validly executed and attested referring expressly to this Article, among such other person or persons hereinafter named or described, absolutely or in trust, as she may indicate. This special power of appointment is exercisable only in favor of a child of mine as described in this Will or to the issue of any such child. My wife shall have no power to appoint the principal of this fund or income accumulated thereon to herself, to her estate, to her creditors, or to the rreditors of her estate. My Trustee may rely upon an attested Will probat- ed in any state that otherwise meets the requirements of this Paragraph. (4) In default of the exercise of such power of appointment by my said wife, or insofar as any part of the Bypass Trust shall -5- 1 ~ ~ e ~ 1 ~' • ~ . i not be effectively appointed, then upon the death of my said wife, or upon my death if my wife did not survive me, the entire remaining principal of the Bypass Trust, or the part of such trust not effectively appointed shall be divided into equal separate shares so as to provide one (1) share for each then- living child of mine and one (1) share for each deceased child of mine who shall leave issue then living. The share provided for a living child of mine shall be distributed to such child. The share provided for a deceased child of mine who shall leave issue then living shall be distributed per stirpes to such issue. (5) If at the time of my death, or at any later time prior to final distribution hereunder, my wife, my children, and all my issue are deceased and no other disposition of the property is directed by this Trust, then and in that event only, the then- remaining property of this Trust, together with any undistributed income, shall be divided and paid over and distributed one-half (2) to those persons then living who would then be my heirs, their identities and respective shares to be determined in accordance with the law then in effect in the Commonwealth of Pennsylvania, as if I had then died intestate, and one-half (2) to those persons then living who would then be my wife's heirs, their identities and respective shares to be determined in accordance with the law then in effect in the Commonwealth of Pennsylvania, as if she had then died intestate. ~~. ~~ ~~ '~!.~-~_ -6- • .~ ~ .~ . < (6) My Trustee shall send the income beneficiaries or their representatives statements showing the transactions in the Bypass Trust at least annually. My Trustee and any beneficiary shall be entitled at any time to seek a judicial settlement of the account of the Bypass Trust in any court of competent jurisdiction selected by my Trustee. Alternatively: (a) My Trustee may at any time settle any account or question concerning the administration of the Bypass Trust by agreement with the current income beneficiaries and either with their then legally competent living descendants or with all the legally competent persons who my Trustee determines would be entitled to receive a share of the principal if the Bypass Trust were to end at the time of the agreement (disregarding powers of appointment); however, (i) If my Trustee determines that there is no legally competent person to make an agreement, then the agreement may be made by the legal representative, legally competent spouse or oldest legally competent relative of the closest degree of each person specified above; and (ii) If an addition is made by Will or from another trust, my Trustee may accept the statement of the fiduciary that the property delivered to my Trustee constitutes all the property to which my Trustee is f~ ~ ~~ ~ U~~1 ~ ~~-. ~~~ -~- ~ ~ ~ ~ 1 1 . ~ t ~ entitled. My Trustee shall have no duty to require the fiduciary to state an accounting of his, her or its administration or to inquire into any action of the fiduciary, and only shall be responsible for the prop- erty which my Trustee receives. (b) Any agreement under the above subparagraph (a) shall bind all persons who may ever be interested in the Bypass Trust, and shall effectively release and discharge my Trustee. ARTICLE SIX SUBCHAPTER "S" SAVINGS PROVISIONS (1) To the extent that the property available to fund the Bypass Trust created under Article Four consists of "S" Corpora- tion stock, and my Personal Representative elects to fund the Bypass Trust with "S" Corporation stock, then all such stock shall be allocated to a separate trust, to be known as the "ASST/Bypass Trust." The term "'S' Corporation" means a corpora- tion for which an election under Subchapter "S" of the Internal Revenue Code of 1986, as amended, is in effect. • (2) The QSST/Bypass Trust shall be held, administered and distributed as follows: (a) My Trustee shall pay all of the income of the QSST/Bypass Trust to my wife at least annually. ,.~,~/ ~ ..~.~.. _8_ (b) My Trustee may pay to, or apply for the benefit of my wife, from time to time, so much of the principal of the QSST/Bypass Trust as my Trustee determines to be necessary or advisable to provide for her medical care, education, support and maintenance in reasonable comfort. In exercis- ing this discretionary power, my Trustee may, but need not, consider any other resources of my wife, and shall give primary consideration to my wife's needs and desires. (c) The QSST/Bypass Trust shall terminate upon the death of my wife, or upon my death, if my wife did not survive me. Upon the termination of the QSST/Bypass Trust, my Trustee shall pay any accrued but undistributed income, if any, to my wife's estate, if she survived me. My Trustee shall then divide the principal of the QSST/Bypass Trust into equal separate shares so as to provide one (1) share for each then-living child of mine who is eligible to be a shareholder of an "S" Corporation. The share provided for a living child of mine shall be distributed to such child, notwithstanding the protective provisions of Article Seven. (d) My wife, or her legal representative, may elect to have the QSSTJBypass Trust treated as a qualified "S" Corpo- ration trust as provided in ~1361(d) of the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect. If such election is not made in a timely i .Q~~u_~~ ~~; -9- • ~ ~ w ~ r ~ 4 or proper fashion, the ASST/Bypass Trust shall immediately terminate and all assets of the QSST/Bypass Trust shall be distributed outright to my wife. (e) If, at the time of my death, or at any later time prior to final distribution hereunder, my wife, my children and all my issue are deceased, then and in that event only, the then-remaining property of the QSST/Bypass Trust, to- gether with any undistributed income, shall be divided, paid over and distributed as follows: one-half (2) to those persons then living (who are eligible as shareholders of an "S" Corporation} who would then be my heirs, their identi- ties and respective shares to be determined in accordance with the law then in effect in the Commonwealth of Pennsyl- vania, as if I had then died intestate, and one-half (z) to those persons then living (who are eligible as shareholders of an "S" Corporation) who would then be my wife's heirs, their identities and respective shares to be determined in accordance with the law then in effect in the Commonwealth of Pennsylvania, as if she had then died intestate. ARTICLE SEVEN PROTECTIVE PROVISIONS If any share hereunder becomes distributable to a beneficia- ry who has not attained the age of twenty-five (25) years, then such share shall immediately vest in such beneficiary, but a C q +} !/ f ~-~ ~ ~`~ -io- ~ • ~' • ~ a ~ 4 notwithstanding the provisions herein, my Trustee shall retain possession of such share in trust for such beneficiary until such beneficiary attains the age of twenty-five (25) years, using so much of the net income and principal of such share as my Trustee deems necessary to provide for the proper medical care, educa- tion, support and maintenance in reasonable comfort of such beneficiary, taking into consideration to the extent my Trustee deems advisable any other income or resources of such beneficiary or his or her parents known to my Trustee. Any income not so paid or applied shall be accumulated and added to principal. Such beneficiary's share shall be paid over and distributed to such beneficiary upon attaining the age of twenty-five (25) years, or if he or she shall sooner die, to his or her executors or administrators. I recommend that my Trustee consider dis- tributing all income from such share to such beneficiary when such beneficiary attains the age of twenty-one (21) years. My Trustee shall have with respect to each share so retained all the powers and discretions had with respect to the trusts created herein generally. -11- 1 ~ ~ ~ . + ~ * • ~ r ARTICLE EIGHT PERPETUITIES SAVINGS PROVISION Anything in this Will to the contrary notwithstanding, no trust created herein shall continue beyond twenty-one (21) years after the deaths of the last to die of my issue living at the time of my death; upon the expiration of such period, all trusts shall terminate and all the assets thereof shall be distributed to those beneficiaries (and in the same proportions) as are then entitled to receive the income therefrom. ARTICLE NINE SIMULTANEOUS DEATH If any beneficiary and I should die under such circumstances as would render it doubtful whether the beneficiary or :L died first, then it shall be conclusively presumed for the purposes of this my Will that said beneficiary predeceased me; provided, however, that if my wife shall die with me as aforesaid, I direct that my wife shall be conclusively presumed to have survived me. ARTICLE TEN PERSONAL REPRESENTATIVES AND TRUSTEES (1) I name my wife, Barbara B. Greenlee, as my Personal Representative. If she is unable or unwilling to serve, I name my daughter, Patricia G. Thornton, as my Personal Representative. I direct that my Personal Representative, and her successors, herein referred to as my Personal Representative regardless of ~ ^~., ~k a Jj / -12- s number or gender, serve without bond in any jurisdiction in which called upon to act. (2) I name my wife, Barbara B. Greenlee, and my daughter, Patricia G. Thornton, as my Co-Trustees. I direct that my Co- Trustees, and their successors, herein referred to as my Trustee regardless of number or gender, serve without bond in any juris- diction in which called upon to act. (3) If my daughter should fail to qualify as Trustee here- under, or for any reason should cease to act in such capacity, or if both my wife and my daughter should be unable or unw:filling to serve (or continue serving) as Co-Trustees, the successor or substitute Trustee shall be some qualified person, including an attorney, accountant, bank with trust powers, or trust company, which successor or substitute Trustee shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate and signed by my wife, or if she fails to act, signed by or on behalf of a majority of my children who have attained the age of eighteen (18) years, or if they fail to act, by the court having jurisdiction over the Trust. The situs of the Trust may be transferred to the situs of such successor or substitute Trustee by designation in the written instrument aforesaid. (4) Any corporate Trustee or Personal Representative shall receive compensation in accordance with its standard schedule of n ~ ~; ~, a u~. -13- ~ ~ ~ ~ ~ a 1 ~ ~ ~ r fees in effect while its services are performed. No individual Trustee or Personal Representative who is a beneficiary of any trust under this Will shall receive compensation. ARTICLE ELEVEN POWERS OF PERSONAL REPRESENTATIVE AND TRUSTEE (1) I give to any Personal Representative and to any Trustee named in this Will or any Codicil hereto or to any suc- cessor or substitute Personal Representative or Trustee all of the powers enumerated in this Will and all of the powers applica- ble by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fidu- ciaries Code, as effective and as in effect on the date of my death, during the administration and until the completion of the distribution of my estate, and until the termination of all trusts created in this Will or any Codicil hereto and until the completion of the distribution of the assets of such trusts. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authoriza- tion. (2) In determining the federal estate and income tax liabilities of my estate, my Personal Representative shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my estate shall be used as federal estate tax deductions or as federal tii -14- • , • ~ . ~ s .~ ~' income tax deductions and shall have the discretion to .file a joint income tax return with my wife. (3) If at any time any trust created hereunder (or any share thereof if the trust shall have been divided into shares) shall be of such value that, in the opinion of my Trustee, the administration expense of holding the assets contained therein in trust is not justified, my Trustee, in its absolute discretion, may terminate such trust and distribute the trust property to the person or persons then entitled to receive or have the benefit of the income therefrom or the legal representative of such person. If there is more than one income beneficiary, my Trustee shall make such distribution to such income beneficiaries in the pro- portion in which they are beneficiaries or if no proportion is designated in equal shares to such beneficiaries. (4) My Personal Representative and Trustee are authorized and empowered to acquire and to retain, either permanently or for such period of time as my Personal Representative or Trustee may determine, any assets, including the capital stock of any closely held corporation, whether such assets are or are not of the character approved or authorized by law for investment by fidu- ciaries and whether such assets do or do not represent an overconcentration in one investment. (5) My Personal Representative and my Trustee are autho- rized and empowered to disclaim any interest, in whole or in r ;~ ~ t , ~u~e~ -15- ~ ~ ~ f ~ ~ ` r « ~ ~ ~ 1 ~ 1 ~ part, of which I, my Personal Representative, or my Trustee, may be the beneficiary, devisee, or legatee, by executing an appropriate instrument (in accordance with section 2518 of the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect). (6) My Personal Representative and Trustee are authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or person- al property and to give options to buy or lease any such proper- ty. Additionally, my Personal Representative and Trustee are authorized and empowered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make loans to and to buy property from anyone (including a fiduciary or beneficiary hereunder);' provided that any such loans shall be adequately secured and at a fair interest rate. (7) My Personal Representative and Trustee are authorized and empowered to allocate property, charges on property, receipts and income among and between principal or income, or partly to each, without regard to any law defining principal and income. (8) My Personal Representative and Trustee are authorized and empowered to join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and delegate discretionary duties with respect thereto. ~%P~..-~ -16- . ~ ~ ~ ~ .' (9) My Personal Representative and Trustee are authorized and empowered to distribute in cash or in kind or partly in each. ARTICLE TWELVE LIMITATION ON TRUSTEES No person who at any time is acting as a co-trustee (if any) hereunder shall have any power or obligation to participate in or to exercise any discretionary authority that I have given to my Trustee to pay principal or income to such person, or for his or her benefit or in relief of his or her legal obligations. Such discretionary authority shall be exercised solely by the disin- terested Co-Trustee(s). ARTICLE THIRTEEN SPENDTHRIFT PROVISION No interest of any beneficiary under this Will, any Codicil hereto, or any trust created herein, shall be subject to anti- cipation or to voluntary or involuntary alienation. ARTICLE FOURTEEN TAX APPORTIONMENT All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penal- ties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without ~l / ~ -17- ~ ~ • ~ ~ ~ • apportionment or right of reimbursement. I authorize my Personal Representative and Trustee to pay all such taxes at such time or times as deemed advisable. ARTICLE FIFTEEN NOMINATION OF GUARDIANS FOR MINORS If my wife does not survive me, I hereby appoint my daugh- ter, Patricia G. Thornton, or if she shall be unable or unwilling to serve, I appoint Antoinette Dinatale as guardian of the person of any minor child of mine, said guardian to serve without bond or surety and without the intervention of any court or courts, except as required by law. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and Testament this ~0 ~`- day of /(,~,.~-zrc~-mot. 1997 . ~.~ ,~' .~,...,..- ~ ~ ,~.sc....~~-.~ ~`-~-. (SEAL ) WILLIAM D. GREEN EE SIGNED, SEALED, PUBLISHED, and DECLARED by WILLIAM D. GREENLEE, as and for his Last Will and Testament, on the day and year last above written, in the presence of us, who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: -18- ^ -- ~ ' f ~ ~ ~ ~ • i ~ ~, ~ " M 11 ~ i ~' ~ • SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF DAUPHIN Pamela S . Wolf e WE, WILLIAM D. GREENLEE, and Bridget M. Whifrey , and Kristi P. Foster , the Testator and the 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 (willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. ,~ t -,~~.-...~..G-~. WILLIAM D. G EENLEE, Testator witness ~ ~ ., _~ .~ .r Witness Subscribed, sworn to, and acknowledged before me by WILLIAM D. GREENLEE, the Testator, and subscribed and sworn to before me by of Bridget M. Whitley Pamela S. Wolf e and Kristi P. Foster witnesses, this ~~ Lam- day °~ ~~ ~_ ~.,, \~ Notary Publii.c NOTARIA ~ L MICHELLE E. BOY~ER, otGry Public Harrisburg C;iry in County M .~4[~rrt,s;~o°i Fr,n'r~< t~`~u' g. 1~~-'~,8 -19-