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Home My WebLink About09-07-12 1505610105 REV-1500 IX (oz-ii) (FI) PA Department of Revenue Pennsylvania OFFICIAL USE ONLY °°^•»~»°»~°F^t°^»°E Coun Code Year File Number Bureau of Individual Taxes tY Po e0x z8o6o1 INHERITANCE TAX RETURN ,,~ Harrisburg, PA 1'712&0601 RESIDENT DECEDENT ~ ~ I ~ ' U~~~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY ___ __ _ _ _ _ _. 04/18/2012 ' 02/03/1924 Decedent's Last Name Suffix Decedent's First Name MI - - - _ _ ... Goetr Romayne G '' (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW OD 1. Original Return THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENT Name Sandra J. Curlee _- O 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes O 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) AL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number (717) 697-6730 First Line of Address 1115 Andersontown Road Second Llne of Address - __ __ __ City or Post Office State Mechanicsburg _ PA ZIP Code REGISTER OF WILLS USE ONLY ~ r~ a ~-_, C~ ~ ~ r ~.~ ~~~ {~'-;. _ D ~" - FlLE - -. ,17055 D -, '" c..~ -.~ ~~ r~ C-3 ,~ ~~ ~,r U - ~ .~ r`*~ : i'~ :.~~ ~--~ c~'J c~~ _~ 1 -i-ry f ~ r~ ~f~ ~ --rt Correspondent's a-mail address: SandyCUrlee@COmCaSt.net Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct mplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE O P SON ~SPONJSI~LE~R FILIN~ RETURN DATE n / , ADDRESS 1115 Andersonto 'n oad, Mecha ur PA 7 55 SIGNATURE OF PREPA E N PR E T DATE ADDRESS 08/08/2012 Keller Financial Group, 100 Sterling Parkway, Suite 200, Mechanicsburg, PA 17050 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 15D5610105 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number _ __... Decedent's Name: Goetz, Romayne G. ' RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... L 2. Stocks and Bonds (Schedule B) .................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. j 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. ~!' ~ 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. , 10,321.13 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. I 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ~ °" ~°`~ `~°~ (Schedule G) O Separate Billing Requested..... ... 7.~ 1 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. ! _ _,.m...~~e ~Q~ 3 Z' ~ 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 4,719.76 ,. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. ' ....._ 1,288.29 , 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. ' ., wr. ,e~ ...~ _ . 6,008.05 '; 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. __ __..._ 4 313 08 I 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which , ~ °~°` -~ ~ ` ~` ~~ °°' an election to tax has not been made (Schedule J) ..................... ... 13. ! 4,313.08 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. ! ~t~~.. 0.00 TAX CALCULATION -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- 15. 16. Amount of Line 14 taxable ~ ~~~~~ ~ ~ ~ `- ' ~ ~~ ~ -~° at lineal rate X .0 45 0.00 ! 16, 17. Amount of Line 14 taxable - _. _ _ _ ,. __. at sibling rate X .12 17. 18. ___ ._ ... _ . e 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 1505610205 Side 2 1505610205 O REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Romayne G. Goetz -- STREETADDRESS ---- -__..-.-- _.._.._. ..._._-_---- 304 East Coover Street CITY _ -_....------- ---- --- STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments _ 6. Discount 3. Interest (1) 0.00 Total Credits (A + B) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2, Line 20 to request a refund. (q) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. ,. _. _ ,.. , .. ,.,, y PLEASEANSWER 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 ................................................................................................... d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ......................................................................................................... ..... ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~$ For dates of death on or after July 1 1994, and before Jana 1,1995, the tax rate imposed on the net value of transfers to or for the use of the survlvins 1 u Is 3 percent [72 P.S. §9116 (a) (1.1) (I)J. g po se For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. 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. ESTATE OF. FILE NUMBER: Romayne G. Goetr Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Savings Account -Metro Bank 175.07 2, Checking Account -Metro Bank 5,515.38 Interest earned 0.24 3, Direct Deposit -Transamerica 1,600.00 4 Refund from VA -funeral home , 100.00 5, Refund -Bridges 387.00 . g, Refund -Alert Pharmacy 49.44 7, Refund -IRS - 2012 personal tax return 0 344.0 g, Personal Property (furniture and household goods) 2,150.00 REV-i$o8 EX+ (ii-io) ~ Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE VI1JHr BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT TOTAL (Also enter on Line 5, Recapitulation) $ 10,321.13 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Romayne G. Getz ITEM NUMBER A• FUNERAL EXPENSES: 1' Malpezzi Funeral Home Silver Spring Presbyterian Church PastorlOrganist Flowers FILE Decedent's debts must be reported on Schedule I. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Sandra J. CUrlee street Address 1115 Andersontown Road city Mechanicsburg state PA zIP 17055 Year(s) Commission Paid: 1 z• Attorney Fees: 3• Family Exemption; (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: 5• Auountant Fees: 6• Tax Return Preparer Fees: ~• M. F. Rockney Moving Company Cumberland Law Journal Carlisle Sentinel Inheritance tax -filing fee Register of Wills TOTAL (Also enter on Line 9, Recapitulation) $ 2,940.30 146.33 ; 450.00 278.73 206.42 414.00 75.00 51.48 15.00 142.50 SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Ir more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE 7AX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Romayne G Goetz _ Report debts Incurred by the decedent prior to death that remained unoam at the dare ~s d.~r~, I~~i~~aL... ~~.,..:.»~...~.~ _...:__~ _..______ -• •••-•- .r...... ~~ ~~__~_~, ~~~~_~~ aumuunai sneers or [ne Same 5¢e. REV-1513 EX+ (O1-1D) ~ pennsytvania SCHEDULE ~ DEPARTMENT OF REVENUE [NHERrrANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Roma ne G. Goetz RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• Sandra Curlee, 1115 Andersontown Road, Mechanicsburg, PA 17055 Daughter 100.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. Silver Spring Presbyterian Church 6000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 6000 00 If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF ROMAYNE R. GOETZ I, ROMAYNE R. GOETZ, of 66 Ashburg Drive, Mechanicsburg, Silver Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and revoke any Wills and codicils previously made by me. ARTICLE ONE Specific Bequest of Taneible Personal Property 1. To my son, WILLIAM B. GOETZ, III, I return the wooden cane rocking chair, which he provided for me to use during my lifetime; and 2. To my granddaughter, JENNIFER GOETZ RETALLACK, I give my Pfaltzgraff dishes; and 3. To my granddaughter's spouse, DEREK RETALLACK, I give my recliner. In the event that I do not possess the above referenced property at the time of my death, my estate shall not be obligated to obtain these items, and all of said bequests shall lapse. I give and bequeath all the rest of my tangible personal property, including, but not limited to, all my automobiles, furniture, furnishings, books, pictures, jewelry, china, linen, silver, clothing, household effects and personal effects, and other tangible personal property of like nature (not including cash, securities and other property used for the production of income), together with any existing insurance thereon, to my daughter, SANDRA J. CURLEE (hereinafter my "Daughter', if my Daughter survives me by thirty (30) days; or, if my Daughter does not so survive me, such items shall be sold and added to the residue of my estate to be divided as hereinafter provided. ARTICLE TWO Residuary Estate 1. I give, devise and bequeath the sum of six thousand dollars ($6,000.00) to SI~.,VER SPRING PRESBYTERIAN CHURCH to be allocated as follows: a. Two thousand ($2,000.00) dollars in memory of Evelyn Mae Rholand Yinger; b. Two thousand ($2,000.00) dollars in memory of Caroline Rebecca Rholand Rice; c. Two thousand ($2,000.00) dollars in memory of myself, Romayne Gloria Rholand Goetz; 2. I give, devise and bequeath the sum of four thousand dollars ($4,000.00) to my granddaughter, JENNIFER GOETZ RETALLACK and her spouse, DEREK RETALLACK, or the survivor of them, or if neither of them survive me this gift shall lapse and pass into the residue of my estate; LAST WILL & TESTAMEN?' O~ ROMAYNE R GOETZ Page 1 of 7 I give, devise and bequeath ail of the rest, residue and remainder of my estate, of whatever nature and wherever situated, to my daughter, SANDRA J. CURLEE, if my daughter survives me by thirty {30) days; or, if my daughter does not so survive me, to the then living children of Jennifer Goetz Retallack and Derek Retallack, per stirpes. Insofaz as I have failed to provide any residuary distribution for my son, William B. Goetz, III, such failure has not.been-sccasioned by accident or mistake, but rather is done in recognition of the provisions I have made for him during my lifetime and of a certain $7,000.00 loan for which I have never received repayment. ARTICLE THREE Payment of Taaes and Administrative Eanenses I direct that all estate, inheritance and other death taxes (other than generation-skipping transfer taxes), and all interest and penalties thereon imposed by reason of my death with respect to property subject to such taxes by reason of my death, whether such property passes through my probate estate or outside of my probate estate, and payable to any federal, state or foreign taxing authority, whether payable by my estate or by any recipient of such property, and all my funeral expenses and estate administration expenses, shall be paid to the extent possible out of my residuary estate passing under ARTICLE TWO hereinabove. ARTICLE FOUR Protective Provisions The principal of my estate and the income therefrom, so long as the same are held by my Executor, shall not be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his/her interest in my estate, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my Executor for any liability of said beneficiary, whether such liability arises from said beneficiary's debts, contracts, torts, or other engagements of any type. ARTICLE FIVE Powers of Executor In addition to and without limiting the powers conferred by case law, by statute, and by other provisions hereof, my Executor shall have the following rights and powers exercisable without the need for court approval: (E1) Accent and Retain Investments. To accept and retain any form of real or personal property received by transfer, devise, bequest or otherwise without being required to diversify and without being limited to the types of investments in which fiduciaries aze authorized by law to invest. This authority shall specifically include the authority to accept and retain any stock of a corporate fiduciary hereunder, or in any corporation which controls or is LAST WILL & TESTAMENT OF ROMAYNE R GOETZ Page 2 of 7 controlled by it, or any other corporation in which it holds any ownership interest, together with any stock dividends received thereon, or any stock acquired in the exercise of subscription rights, or received by reason of any consolidation, merger or reorganization, without liability for such retention. (B) Invest. To invest and reinvest in any form of real or personal property without limitation by any law applicable to investments by fiduciaries. (C) Voting ~~hts. To vote a security in person or by proxy, to participate in or consent to any merger, reorganization, dissolution, liquidation, voting trust plan, or other action affecting any securities held hereunder, and; to exercise conversion, subscription, and other rights of whatever nature. (D) Title To Properiv. To register or hold securities and/or other property in the name of a nominee or nominees, including that of a clearing corporation, a depository, in book entry form, or to retain securities and/or other property unregistered or in a form permitting transfer by delivery. (E) Sale. Lease and Other Dealings with Property. To sell, from time to time, at public or private sale, exchange, lease, encumber, option or otherwise dispose of all or any portion of assets held hereunder; to make, execute and deliver deeds, mortgages, leases, assignments and other documents necessary to carry out any of the powers granted hereunder, which shall specifically include the authority to grant leases which extend beyond the period authorized by law, and; to partition, subdivide, improve and impose any restrictions on real estate held hereunder and enter into agreements concerning the partition, subdivision, improvement, zoning or management of any such real estate. (F) Borrow. To borrow money from any person or institution and pledge property as security for repayment of funds. (G) Distributions in Kind. To make distributions in cash or in kind, or partly in each, and; to allot different kinds of property to different shares without regard to differences in the income tax basis of such property. Any such designation, division, allocation, apportionment or valuation of property shall be binding and conclusive on all parties. (H) Power to Distribute Outright. In any instance where property would be immediately distributable to a beneficiary of a trust, distribution may be made directly to such beneficiary without funding such trust. The receipt of any such distribution by any such beneficiary shall be a full acquittance of the fiduciary making such distribution as to any amounts so distributed. (I) Settle Claims. To institute, prosecute and defend any and all legal proceedings; and compromise, release, adjust and/or settle any debt or claim. (J) Emnlovment of Agents. To employ agents including attorneys, accountants, and others to perform administrative duties. (K) Disclaimer. To disclaim any interest in property which would devolve to me or to my estate by whatever means, including but not limited to the following means: as a beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee/beneficiary of an inter vivos transfer, as a LAST WILL & TESTAMENT OF ROMAYNE R GOETZ Page 3 of 7 beneficiary under any insurance policy, as a beneficiary under an individual retirement account or annuity, and as a beneficiary under any qualified or non-qualified retirement plan. (L) Property Distributable to Minors and Persons Under a Disability. Any property (whether income or principal) distributable to a beneficiary of my estate who is under a disability may be paid directly to such beneficiary, to the anent or custodian selected by my Executor (other than my Executorder the PennsylvanialUm~form Transfers to Minors Act or under a similar act of any other state, or to persons caring for or having custody of such beneficiary (other than my Executor), or may be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions (other than my Executor) as my Executor may select, and the receipt of any such payee shall be a full release therefor. The receipt of any such payments by any such person shall be a full acquittance of my Executor as to any amounts so paid. Any beneficiary hereunder shall be considered to be under a disability while under the age of twenty-one (21) years or at any time when, in the opinion of my Executor, such beneficiary is incapacitated in any way so as to be unable to properly manage his/her affairs. ARTICLE SIX Fiduciaries (A) Avnointment of Executor. I appoint my Daughter, SANDRA J. CURLEE as Executor of this Will (my said Executor and any successor Executor or co-Executors shall be referred to herein as my "Executors" or "Executor"). Upon the death, renunciation or resignation of my Daughter, I appoint my attorney, SHELLY J KI7NI{EL, as successor Executor. ~) Miscellaneous. Any successor Executor shall succeed to the capacity of its predecessor without re-conveyance. or transfer of ro authorities and discretion conferred P Pew and have all of the rights, powers, upon the original Executor. No successor Executor shall be obligated to examine the accounts, records, or acts of a previous Executor, as the case may be, nor shall any such successor Executor in any way or manner be re act on the part of any such previous Executor,,as the case may bye. No Executor serving hereunde~ at any time shall be required to file any bond or enter security in any Court or jurisdiction in which such fiduciary may be called upon to act. ARTICLE SEVEN Interpretation (A) Child Childre Grandchild Grandchildren Arid Issue. Whenever the terms "child," "children," "grandchild," °° grandchildren" and "issue" are used herein, such terms shall be interpreted to include adopted persons as well as natural rsons that the adoptee is under the age of eighteen 18 ~ ~ Provided in each instance also intended to include ( )Years at the time of adoption. Such terms are Persons survive birth b ~1 sons in geon at any pertinent time under this Will, provided such Y rty (30) days. In applying any provision of my Will which refers to a LAST WILL & TESTAMENT OF ROMAYNE R. GOETL Page 4 of 7 beneficiary under any insurance policy, as a beneficiary under an individual retirement account or annuity, and as a beneficiary under any qualified or non-qualified retirement plan. (L) Property Distributable to Minors and persons Under a Disabiht_y. Any property (whether income or pruicipal) distnbutable to a beneficiary of my estate who is under a disability may be paid directly to such beneficiary, to the azent or custodian selected by my Executor (other than my Executor der the Pecnnsyl vanial Uru~ form Transfers to Minors Act or under a similaz act of any other state, or to persons caring for or having custody of such beneficiary (other than my Executor), or may be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions (other than my Executor) as my Executor may select, and the receipt of any such payee shall be a full release therefor. The receipt of any such payments by any such person shall be a full acquittance of my Executor as to any amounts so paid Any beneficiary hereunder shall be considered to be under a disability while under the age of twenty-one (21) years or at any time when, in the opinion of my Executor, such beneficiary is incapacitated in any way so as to be unable to properly manage his/her affairs. ARTICLE SIX Fiduciaries (A) Appointment of Executor. I a y aughter, SANDRA J. CURLEE as ppoint m D Executor of this Will (my said Executor and any successor Executor or co-Executors shall be _ referred to herein as my "Executors" or "Executor"). Upon the death, renunciation or resignation of my Daughter, I appoint my attorney, SHELLY J. )K;UNI~I,, aS successor Executor. (B) Miscellaneous. Any successor Executor shall succeed to the capacity of its Predecessor without re-conveyance or transfer of ro authorities and discretion conferred upon the on P ~~ and have all of the rights, powers, obli aced toe Executor. No successor Executor shall be g xamine the accounts, records, or acts of a previous Executor, as the case may be, nor shall any such successor Executor in any way or manner be responsible for any act or omission to act on the part of any such previous Executor, as the case may be. No Executor serving hereunder at any time shall be required ~ file any bond or enter security in any Court or jurisdiction in which such fiduciary may be called upon to act. ARTICLE SEVEN Iatetyretation (A) Child Childre Grandchild Grandchildren d Issue. Whenever the teens "child " " ,~ « children grandchild," "grandchildren" and "issue" are used herein, such terms shall be interpreted to include ado ted that the adoptee is under the age of a ghteen g 11 as ~ arsons, provided in each instance ( )years at the time of adoption. Such terms aze also intended to include persons in gestation at any pertinent time under this Will, provided such persons survive birth by thirty (30) days. In applying any provision of my Will which refers to a LAST WILL & TESTAMENT OF ROMAYNE' R GOETZ Page 4 of ~ person's "issue, per stirpes", the children of such person are heads of their respective stocks of issue, whether or not any child of such person is then living. (B) Survival Clauses. If any beneficiary hereunder should die within ninety (90) days after my death or within ninety (90) days after an other determines such beneficiary's rights hereunder, then such benefi iary shallebe deemed to have predeceased me or such other person, as the case may be, for all purposes hereunder. (C) C'OVe~g Law. This Will shall be construed and governed in all respects by and in accordance with the laws of the Commonwealth of Pennsylvania. (D) Gender and Number. Where appropriate except where the context otherwise requires, whenever used herein, the singular includes and plural, the plural the singular and words of any gender shall be applicable to all genders. (E) Headings/Cantions. The headings/captions of Articles, Sections and Paragraphs used herein are for convenience of reference only and shall have no significance in the construction or interpretation of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of seven (7) typewritten pages, including this attestation clause and the following Aclrnowledgm t and Affidavit, to be executed, declared and published this day of , 2005, at Cam Hill Pe ~ P nnsylvania. ROMAYNE GOET On this ~` day of , 2005, ROMAYNE R GOETZ declared to us, the undersigned, that the foregoing ' ent was her Last Will, and she requested us to act as witnesses to the same and to his signature thereon. She thereupon signed said Will in our presence, we being present at the carne time. We now, at her request, in her presence, and in the presence of each of us, hereby subscribe our names as witnesses thereto By so doing, each of us declares that he or she believes this Testator to be of sound mind and memory. Wi sec: Witness ~ ltn s Q i e Address: i ~0 3~*~ TYi~~ ~~~ ~ij ~_r ~h~i/~pA i7oi ~ ~ ~'r~/CG ,p.,,~ L~?~J mss!/ '~'4 i 7cs/! LAST WILL & TESTAMENT OF ROMAYNE R. GOETZ Page S of 7 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS: I, ROMAYNE R. GOETZ, the Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. OMA GOE Z Sworn or affirmed to and acknowledged before me by ROMAYNE R. GOETZ, the Testator this _~ day of __._ 2005. (SEAL) Notary Pu lic My Commission Expires: COMM NWFA~ 1'(i OF t•~Y NIA Notarial Swt Helen E: Rasmussen, Notary Public Camp Hill Boro, Cumberland. County My Commission Expires Aug. 2, 2007 Memt~er, Pennsylvan-a Assodagon of Notarie8 LAST WILL & TESTAMENT' OF ROMAYNE R GOET Z Page 6 of 7 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF CUMBERLAND ) and __~~_~d~dd ,the witnesses w ose names are signed to the attached or foregoing i~trument, being duly qualified according to law, do depose and say that we were present and saw ROMAYNE R. GOETZ, sign and execute the instrument as the Testator's free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at the time twenty-one (21) or more years of age, of sound mind and under no constraint or undue influence. Witness V w 1tneSS wi~fes~s U v Sworn or affirmed to and acknowledged before me by Sj, e ~ ~ y ~' ~k„ ~I ~ ,u: c /-~ • PLr z and _ ~,a. r.~, A .~ cr,~i ,the witnesses, this ' ~ day of 2005. (SEAL) o lic ' My Commission Expires: COMMONW~TI{ Op pg~y~ NIA Notarial Seal Helen E. Rasmussen, Notary public ~P Hili Bono, Cumbedartd County My Commission Expires Aug. 2, 2007 Member, pennayfvenia Assoaation of Notaries LAST WILL & TESTAMENT OF ROMAYNE R GOETZ Paine 7 of 7 CODICIL TO THE LAST WILL AND TESTAMENT OF ROMAYNE R. GOETZ I, ROMAYNE R. GOETZ, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, the within named Testatrix, do hereby make and publish this Codicil to my Last Will and Testament dated January 4, 2005, hereby revoking and making void all previous Codicils heretofore made by me. I hereby modify ARTICLE TWO of my said Last Will and Testament as follows: 1. I give, devise and bequeath the sum of six thousand dollars ($6,000.00) to SILVER SPRING PRESBYTERIAN CHURCH to be allocated as follows: a. Two thousand ($2,000.00) dollars in memory of Evelyn Mae Rohland Yinger; b. Two thousand ($2,000.00) dollars in memory of Caroline Rebecca Rohland Rice; c. Two thousand ($2,000.00) dollars in memory of myself, Romayne Gloria Rohland Goetz; 2. This item is intentionally omitted; Page f of 4 CODICIL TO THE LAST WILL AND TESTAMENT OF ROMAYNE R. GOETZ I give, devise and bequeath all of the rest, residue and remainder of my estate, of whatever nature and wherever situated, to my daughter, SANDRA J. CURLEE, if my daughter survives me by thirty (30) days; or, if my daughter does not so survive me, to the then living children of Jennifer Goetz Retallack and Derek Retallack, per stirpes. Insofar as I have failed to provide any residuary distribution for my son, William B. Goetz, III, such failure has not been occasioned by accident or mistake, but rather is done in recognition of the provisions I have made for him during my lifetime and of a certain $7,000.00 loan for which I have never received repayment. In all other respects, I confirm and ratify my aforesaid Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand to this Codicil of my Last Will and Testament this _~ day of October. 2005. WI SS: ~ f ROMAYN . GOETZ Page 2 of 4 r CODICIL TO THE LAST WILL AND TESTAMENT OF ROMAYNE R. GOETZ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF CUMBERLAND I, ROMAYNE R. GOETZ, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as the Codicil to my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~~ ROMA R. GOETZ Sworn or affirmed and acknowledged before me by ROMAYNE R. GOETZ, the Testatrix, this ~ 3 f'~- day of October. 2005. NOTARY PUBLIC COMMONW~E~j,T~! QF PEMi4YI~lANir': Notarial Seal Helen E. Rasmussen, Notary Public Camp Hill Boro, Cumberland County My Commission Expires Aug. 2, 260'7 Member, Pennsylvania Association of Notaries Page 3 of 4 CODICIL TO THE LAST WILL AND TESTAMENT OF ROMAYNE R. GOETZ AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. WE, ~ e,U ~ ~ . ~a~- ~ •~-- and ~6C CG ~ L the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as the Codicil to her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Codicil as witnessed and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me by _ ~Lj[~~y ~ j ~~ n -•-- ~ this 3 ~ and ~_ day of ~/C,~ ZOOS. COMMONWF~t'FH OF PENN3Y yAM~'. Notarial Seal • Helen E. Rasmusseq Notary Public Camp Hill Boro, Cumberland County My Commission Expires Aug. 2, 2007 - ""- Member, Pennsylvania Association of Notartea NOTAR UBLIC Page 4 of 4