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HomeMy WebLinkAbout03-27-13 (2) REV-1500 EX (01-10) 1505610140 OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO Box 280601 2 1 1 2 0 8 0 8 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 0 7 1 4 2 0 1 2 0 9 0 7 1 9 4 1 Decedent's Last Name Suffix Decedent's First Name MI G R E I D E R M A R I E S (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI N / A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ❑X 1.Original Return 2.Supplemental Return 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 � S.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.0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX lWgRMATION SHQ%D BEDIDIRIOTED TO: Name Daytim�elfthone Nuirfder rr1 cm> D A V I D R G E T Z E S Q U I R E 7 1ff=?,3 4`,1 ` 2 GISZEITDF WILD US N T .: 7C p C> First line of address e'? -= --A CD < WI X WENGER & WE D N E R 5 C" u Second line of address • _� -:1 i P O B O X 8 4 5 Office City or Post., State ZIP Code DATE FILED n H A R R I S B U R G P A 1 7 1 0 8 0 8 4 5 Correspondent's a-mail address: dqetz@wwwpalaw.com Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG OF PERS E I R FILING RETURN DATE ADS 2964 MERIDIAN WAY APT. 15 MECHANICSBURG PA 17055 SIGNAT R F PR AR OTHE THAN REPRESENTATIVE DATE W. 31w 1,� ADDRESS WIX WENGER & WEIDNER PO BOX 845 HARRISBURG 17108-0845 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: MARIE S. GREIDER RECAPITULATION 1. Real Estate(Schedule A) . . . . .. . . . . . . . . .. . . . . _ . . . . . . . . .. . . . . .. . . . . . 1. 2. Stocks and Bonds(Schedule B) . . . . . .. . . . . .. . .. . . . . . . . .. . .. . . ... .. . . . 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. 0 ' 0 0 4. Mortgages and Notes Receivable(Schedule D) 4. 0 • 0 0 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 3 3 7 8 • 7 8 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested .. . . . . . 6. 7. Inter-Vivos Transfers&Miscellaneous NI�n--IProbate Property 1 5 2 9 9 • 3 8 (Schedule G) L_I Separate Billing Requested . . . . .. . 7. 8. Total Gross Assets(total Lines 1 through 7) 8. 1 3 9 9 9 2 . 5 1 9. Funeral Expenses and Administrative Costs(Schedule H) 9. 1 3 8 4 0 . 3 7 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . . . . . 10. 2 7 2 0 0 . 9 3 11. Total Deductions(total Lines 9 and 10) . . .. . . . . . . . .. . . . . . . . .. . . .. . . . . . 11. 4 1 0 4 1 . 3 0 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . .. . . . . . . . . . . .. . . . . .. . 12. 9 8 9 5 1 . 2 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . .. . . . . .. . . . . . 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . ... .. . . . 14. 9 8 9 5 1 2 1 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 _ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable 4 4 5 2 . 8 0 at lineal rate X.045 9 8 9 5 1 . 2 1 16. 17. Amount of Line 14 taxable 0 . 0 0 17 0 • 0 0 at sibling rate X.12 18. Amount of Line 14 taxable 0 • 0 0 at collateral rate X.15 0 . 0 0 18. 19. TAX DUE . . _. _ 19. 4 4 5 2 . 8 0 . . . . . . . .. . . . . . .. . . . . . . . .. . . . . . . . . . . . . . . . . . .. . . .. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505610240 1505610240 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 12 0808 DECEDENT'S NAME MARIE S. GREIDER STREET ADDRESS 776 ALLENVIEW DRIVE CITY STATE ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 4,452.80 2. Credits/Payments A.Prior Payments B.Discount 0.00 Total Credits(A+B) (2) 0.00 3. Interest (3) 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) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 4,452.80 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; ...................................................................... ❑❑ IZI b. retain the right to designate who shall use the property transferred or its income; ............................... c. retain a reversionary interest;or .....................................,......................................................... ❑El 0 0 d. receive the promise for life of either payments,benefits or care? ....................................................... 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ 0 3. Did decedent own an'in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. 0 ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse i 3 percent[72 P.S.§9116(a)(1.1)(i)]. 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)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,undel Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARIE S. GREIDER 21 12 0808 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. HOUSE AND LOT SITUATE AT 776 ALLENVIEW DRIVE, MECHANICSBURG, 119,000.00 UPPER ALLEN TW P., CUMBERLAND COUNTY, PENNSYLVANIA TAX PARCEL NO. 42-28-2423-285. TAX ASSESSMENT VALUE X 1.0 CLR TOTAL(Also enter on Line 1,Recapitulation.) $ 119 000.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARIE S. GREIDER 21 12 0808 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 60 SHARES HANOVER INS GROUP INC. (CUSIP 410867106) @ $38.5725/SHARE 2,314.35 VALUATION SHEET ATTACHED TOTAL(Also enter on line 2,Recapitulation) $ 2,314.35 (If more space is needed,insen additional sheets of the same size) REV 1504 EX+(6-98) SCHEDULE C CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR INHERITANCE TAX RETURN SOLE-PROPRIETORSHIP RESIDENT DECEDENT ESTATE OF FILE NUMBER MARIE S. GREIDER 21 12 0808 Schedule C-1 or C-2(including all supporting information)must be attached for each closely-held corporation/partnership interest of the decedent,other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL(Also enter on line 3,Recapitulation) $ 0.00 (If more space is needed,insert additional sheets of the same size) REV-1507 EX+(6-98) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER MARIE S GREIDER 21 12 0808 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL(Also enter on line 4,Recapitulation) $ 0.00 (If more space is needed,insert additional sheets of the same size) REV-1508 EX,(11-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. RESIDENT ED RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARIE S GREIDER 21 12 0808 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jantly owned wdh right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PSECU SAVINGS (S1) 32.30 DOD VALUE: $32.29; ACCRUED INT.: $.01 VALUATION LETTER ATTACHED 2. PSECU MONEY HANDLER (S4) 965.48 DOD VALUE: $965.45; ACCRUED INT.: $.03 VALUATION LETTER ATTACHED 3. 2000 HYUNDAI ELANTRA 1,586.00 VALUATION REPORT ATTACHED 4. 2012 FEDERAL INCOME TAX REFUND (ESTIMATED) 795.00 TOTAL(Also enter on Line 5,Recapitulation) $ 3,378.78 If more space is needed,insert additional sheets of paper of the same size I REV-1509 EX,(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARIE S. GREIDER 21 12 0808 If an asset was made jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A, NONE B. C. JOINTLY-OWNED PROPERTY: LETFER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. TOTAL(Also enter on Line 6,Recapitulation) $ If more space is needed,use additional sheets of paper of the same size. - l REV-1510 EX,(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER MARIE S. GREIDER 21 12 0808 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE,THEIR HELATCNSHP TO OECEDEMAND DATE OF DEATH % DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APFUCABLEI VALUE 1. US SAVINGS BONDS 554.16 100.00 554.16 ITEMIZATION AND VALUATION REPORT ATTACHED POD: JACQUELINE C. GREIDER 2. PSECU IRA ACCOUNT NO. 1 1,303.97 100.00 1,303.97 DOD VALUE: $1,303.97; ACCRUED INT.: $0 BENE: JACQUELINE C. GREIDER ACCOUNT VALUATION REPORT ATTACHED 3. PSECU IRA ACCOUNT NO. 2 13,441.25 100.00 13,441.25 DOD VALUE: $13,441.25; ACCRUED INT.: $0 BENE: JACQUELINE C. GREIDER ACCOUNT VALUATION REPORT ATTACHED TOTAL (Also enter on Line 7,Recapitulation) $ 15 299.38 If more space is needed,use additional sheets of paper of the same size. I REV-1511 EX,(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE ESIDE T DE ED RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARIE S. GREIDER 21 12 0808 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MALPEZZI FUNERAL HOME, Mechanicsburg, PA 5,541.17 R ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Years)Commission Paid: 2, AttomeyFees: WIX, WENGER&WEIDNER (Estimated) 7,500.00 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: CUMBERLAND COUNTY REGISTER OF WILLS 315.50 6 Accountant Fees: 6. Tax Return Preparer Fees: WIX, WENGER &WEIDNER 150.00 7. ADVERTISING - GENERAL CIRCULATION 240.00 8. ADVERTISING - CUMBERLAND COUNTY LAW JOURNAL 93.70 TOTAL(Also enter on Line 9,Recapitulation) $ 13 840.37 It more space is needed,use additional sheets of paper of the same size. REV-1512 EX,(12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES &LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARIE S. GREIDER 21 12 0808 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. HAMILTON & MUSSER, PC, CPAs (2011 Tax Prep) 128.70 2. HOLY SPIRIT HOSPITAL(Medical Bill) 50.00 3. HOME INSTEAD SENIOR CARE (Medical Bill) 87.80 4. PSECU VISA LOAN (Credit Card) 8,624.92 5. PSECU HOME EQUITY LINE OF CREDIT (Secured Loan) 13,240.97 6. JOHNS HOPKINS UNIVERSITY(Medical Bill) 444.47 7. UPPER ALLEN TOWNSHIP (Utility) 117.60 SEWER 8. VERIZON (Utility) 153.08 PHONE CHARGES 9. LUMBER LIQUIDATORS (Personal Debt) (c/o AscensionPoint Recovery Services) 2,220.00 10. TAX CLAIM BUREAU OF CUMBERLAND COUNTY(2012 real estate taxes) 1,975.39 11. STATE FARM HOMEOWNERS INSURANCE 158.00 COPIES OF STATEMENTS FOR ADMINISTRATIVE EXPENSES AND DEBTS OF DECEDENT HAVE NOT BEEN ATTACHED DUE TO VOLUMINOUS NATURE, BUT ARE ON FILE AT THE LAW OFFICES OF WIX, WENGER &WEIDNER AND ARE AVAILABLE FOR INSPECTION UPON REQUEST. TOTAL(Also enter on Line 10,Recapitulation) $ 27 200.93 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARIE S. GREIDER 21 12 0808 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outri ght spousal distributions and transfers under Sec.91 A(a)(1.2).] 1. JACQUELINE C. GREIDER Lineal 0.00 776 ALLENVIEW DRIVE MECHANICSBURG, PA 17055 2. MARIE S. GREIDER TRUST UW DATED 6/13/2011 Lineal 98,951.21 2964 MERIDIAN WAY, APT 15 MECHANICSBURG, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 180F 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: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF MARIE S. GREIDER I, Marie S. Greider, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking all other Wills and Codicils by me at any time previously made. Final Arrangements ITEM I: 1 have discussed my intentions and desires with my daughter, Jacqueline C. Greider, and direct that the expense of my final arrangements be paid out of my estate as a funeral expense. Provision for Taxes ITEM II: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will, that is not specifically devised or bequeathed, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. Specific Bequests ITEM III: I give and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, china, linen, silverware, wearing apparel, and all other like articles of household or personal use and adornment to my daughter, Jacqueline C. Greider, per stirpes. ITEM IV: I give my real estate located at 776 Allenview Drive, Mechanicsburg, Cumberland County, Pennsylvania (the "Property"), or any other property I may be using as a residence at the time of my death, to my Trustee, hereinafter named, to hold IN TRUST NEVERTHELESS for the benefit of my daughter, Jacqueline C. Greider, as follows: Page 1 of 7 i (a) I request that my Trustee hold my said Property as a residence for my daughter as long as she chooses to occupy it. I recognize that the Property is a non-income-producing asset. Therefore, I direct that in the event my daughter chooses to occupy the Property as her residence, she will be solely responsible for all costs of maintenance, utilities, repairs, real estate taxes, and any interest or penalties thereon, insurance premiums for the real estate and its contents, any mortgage payments and special assessments. If my daughter fails to make such payments within the time period provided by the creditor, then my Trustee may sell the Property and discharge said debts thereby as Trustee, in his absolute discretion, shall determine. (b) For any period in which my daughter does not wish to use the Property as her residence, my Trustee shall have the authority to rent said Property in order to accumulate income for the upkeep thereof. Any unused rental income shall be accumulated. It is my desire and direction that my daughter be responsible for moving my furniture out of the Property if it is not rented as a furnished property. (c) My Trustee may, in his absolute discretion, enter into agreements for alterations and renovations of the Property and pay for same either by assessing my daughter or securing a mortgage loan on the Property, or a combination of both, to pay the charges therefor. (d) This trust shall terminate on the second anniversary of my death, or earlier in the sole discretion of my Trustee. At that time, I direct my Trustee to transfer title to the Property to my daughter and to pay to my daughter, outright, any remaining funds accrued in the rental of the Property, if applicable. ITEM V: I give, devise and bequeath unto my daughter, Jacqueline C. Greider, per stirpes, all the rest, residue and remainder of my property, real, personal and mixed. Appointment of Fiduciaries ITEM VI: I hereby nominate, constitute and appoint my ex-husband and father of my daughter, B. Kenneth Greider of Camp Hill, Pennsylvania, to be my Executor. In the event of the death, resignation, refusal or inability of B. Kenneth Greider to serve as Executor, I nominate, constitute and appoint my daughter, Jacqueline C. Greider, to serve as Executor in his place. Page 2 of 7 i ITEM VII: I hereby nominate, constitute and appoint B. Kenneth Greider to be my Trustee. In the event of the death, resignation, refusal or inability of B. Kenneth Greider to serve as Trustee, I nominate, constitute and appoint the sister of my ex- husband and her husband, Carole J. Fetzer and Alvie H. Fetzer, of Landisville, Pennsylvania, to serve as Trustee in his place. ITEM VIII: If at any time, any minor child or mentally incapacitated person shall be entitled to receive any assets hereunder, my Trustee shall act as Guardian of the assets payable to such person and shall have full authority to use such assets in any manner as such Guardian shall deem advisable for the best interests of such person, including proper support, maintenance, medical, hospital, nursing and nursing home care, high school, college, university, post-graduate or other education, without securing court order. ITEM IX; My Executor, Trustee, and Guardian are specifically relieved from the duty or obligation of filing any bond or other security. Powers of Fiduciaries ITEM X: In the settlement of my Estate and during the continued existence of the foregoing trusts, my Executor and Trustee of each trust shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries: (a) To retain any investment I may have at my death, so long as my Executor or Trustee may deem it advisable to my Estate or trusts to do so. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities, other than options or futures, and in such other real or personal property 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 a trust or for any other purpose, including any final distribution of my Estate or any 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 are required to be divided or distributed at their respective values on the date(s) of their division or distribution. (d) To sell, either at public or private sale, and upon such terms and conditions as my Executor or Trustee may deem advantageous to Page 3 of 7 my Estate or trusts, any or all real or personal estate or interest therein owned by my Estate or trusts, severally or in conjunction with other persons, or acquired after my death by my Executor or Trustee, and to consummate said sale(s) by sufficient deeds or other instruments to the purchaser(s) conveying a fee simple title, free and clear of all trust, and without obligation or liability of the purchaser(s) to see to the application of the purchase money or to make inquiry into the validity of said sale(s); also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings that may be necessary or desirable to effect any of the bequests or devises made in my Will or in carrying out any of the powers conferred upon my Executor or Trustee in this Item X(d) or elsewhere in my Will. (e) To mortgage real estate and to make leases of real estate. (f) To borrow money from any party to pay indebtedness of mine or of my Estate or trusts, expenses of administration, or inheritance, legacy, estate and other taxes. (g) To pay all costs, taxes, expenses and charges, except as herein noted, in connection with the administration of my Estate or a trust. My Executor shall pay expenses of my last illness and funeral expenses. (h) To vote any shares of stock that form a part of my Estate or a trust and otherwise to exercise all the powers incident to the ownership of such stock. 0) To assign to and hold in a trust an undivided portion of any asset. Q) In the discretion of my Trustee, if the size of any trust herein established shall become so small that it is impractical or uneconomical to continue said trust, my Trustee may distribute all accumulated income and principal to the then income beneficiaries in proportion to their income interests. (k) The right and discretion to elect the most appropriate settlement options for any pension plans, individual retirement accounts or other employee benefit options payable to my Estate or any trust, assuming such election shall be in accordance with procedures established by the plan's administrative committee or administrator, as the case may be. Page 4 of 7 T (1) The right to engage accountants, attorneys, appraisers and other agents, as deemed necessary by my Executor or Trustee, to render advice to and/or to represent my Executor or Trustee, as my Executor or Trustee deem necessary or appropriate to the administration and preservation of my Estate or the assets of any trust. (m) To do all other acts in the judgment of my Executor or Trustee necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. Miscellaneous Provisions ITEM XI: Any person who shall have died at the same time as me, or in a common disaster with me, or who shall fail to survive me by ninety (90) days, shall be deemed to have predeceased me. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, ' 'ent, consng of this page, the next two pages, and the preceding six pages, this�)j day of 2011. Marie S. Greider SIGNED, SEALED, PUBLISHED AND DECLARED by the above- named Testator, Marie S. Greider, as and for her Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. r9l—j X Address 0 `0A /T )L,�e. r Address aq -�OCA&tah ki - � o Page 5of7 COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF DAUPHIN I, Marie S. Greider, 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; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed aid acknowledged before me by Marie S. Greider, the Testator, this /3 rh day of 2011. Marie S. Greider, Testator i otary Public My Commission Expires: M TH F - Y VRNI NOTARIAL SEAL ,IA,NICE E.YOCUM,Nolan/Pubtic ��opssbn E Fires March 02,2014 Page 6 of 7 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN We, , U1 and- 'I C U s Crib n the witnesses whose names are sign@d to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as her Last Will; that the Testator signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testator, signed the Will as a witness; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Syv�or to or affirmed an sub�scrib d tp�be�f� re me, i,)(IV�L � , u �_and �UIC� l YOU MY T , witnesses, this 13 ft' day of 2e 2011. itne s Witness II c ( 7 sr otary Public My Commission Expires: W• HO•P : NS-YLVANIA NOTARIAL SEAAL JANICE E.YOCUM,Notary public F:\dbw\Wills\Greider\Marie S\Marie-Will.docx City of HasriaburD,Dauphin County My commission Expires March 02,2014 Page 7 of 7 TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 42-28-2423-285. in the 2010 Tax Assessment Database DistrictNo 42 Parcel ID 42-28-2423-285. MapSuffix HouseNo 776 Direction Street ALLENVIEW DRIVE Owner] GREIDER, MARIE S C/O PropType R PropDesc LivArea 1024 CurLandVal 17500 CurlmpVal 101500 CurTotVal 119000 CurPrefVal Acreage .03 CICrnStat TaxEx I SaleAmt 59400 SaleMo 06 SeleDa 12 Salece 19 SalcYr 84 DeedBkPage 00305-00714 YearBlt 1985 HF File Date 12/22/2004 H F_Approval_Status A http://taxdb.cepa.net/details.asp?id=42-28-2423-285.&dbselect=l 7/23/2012 I 1 N m I Z I U N � U I Z a I I a I 1 w F W Z 1 1 J M I I a\ I 1 U > 1 1 U N 1 I a O I I I I 0 0 N i v i v II v m 9 IaFa-I �j�77 i m i m li m y 0 0 N N m I I II d O d A Y I i ii w m I O I O N W l v or •m U I m N IO Y U L a N M I a mmm ro .oro 0 0 0 a l m m m o m m m c I o 0 a Y m C b N W U I p M M \N 1 z O m m ro A ro o s m m o o w v F N 1 U 0 Y F a N m a U .7 0 •-1 r��4 I o 0 A a 11pp \u 1 Y O YY 0 a n G E O U Y Y E Y W 5 U m C 0 m ro U W 1 N N '0004Y x w •• a ❑ o o w m m % F mE j N a 0 n bl W N G m 0 Y ro ,O U F Z O U EE m a n ro 0 w 0 W W I W m a W H Y 0 o i N v mHU cimo ro c m u1 m F n F I a m > Y m O A m a ro m > ro c y haa' N Y m 4 G yyQQ a m c w m 0 Y I k I I V A a V A C C I m \ t o a m o Y o o m m H.m O W m M m a m> N 1 a tl O a {I 1 4 W m N r o to m seu W.o F a X 1 b ro C Y r 3 L 0 m M H C Y m D H N a N bro E U W i .a U ro m G m m x U C2 F 1 tl O F W U F m 4 H I (9 F q ro PSECO 08/02/2012 Wix, Wenger St Weidner, PC Attorneys at Law Denise B. Williamson, Paralegal 508 N. 2"' St. PO Box 845 Harrisburg, PA 17108-0845 Re: MARIE S GREiDER, Deceased. PSECU Reference#8082928038850 Dear Ms. Williamson: The above referenced person has an account with PSECU which was opened on October 7, 1982. The Share accounts were individually held by MARIE S GREIDER. The Visa loan and Home Equity Line of Credit (HELOC) were individually held. The following are the Date of Death Balances for MARIE S GREIDER's account with PSECU: Account Date of Death Balances Interest—July 1-14 Shares: (S1) Savings $32.29 $0.01 (S4)Money Handler $965.45 $0.03 Loans: (L9) Visa Loan $8,624.92 (L15)HELOC $13,240.97 Please provide us instructions on closing the decedent's account. If the Estate has sufficient funds to payoff the decedent's Visa loan,please remit a check, made payable to PSECU for the amount of $8,664.17. You will need to contact us for the amount needed to pay off the HELOC. If there are not sufficient funds to payoff these loans, please submit a letter of insolvency along with supporting documentation such as a final inheritance tax return and financial accounting. If you have any questions,please contact me at (717)234-8484 or toll-free at (800) 237- 7328,press 6, extension 3I20. Siinncerely,� S ndy y Member Service Representative PSECU Pennsylvania State Employees Credit Union 1 Credit Union Place, P.O. Box 67013, Harrisburg, PA 17106-7013 . 800.237.7328• »psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER. 2000 Hyundai Elantra Sedan GLS What Your Car is Worth Page I of 2 Ask the Car People. 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Enter VIN tl Know Before You Go to the Dealership Get Pre-Approved for a Loan Take control of your auto purchase with an up2drive drive checks. uW,4dve http://www.edmunds.com/hyundai/elantra/2000/tmv-appraise-results.html 3/19/2013 i _N N d O O O O + O N N 2 (O CD V n 0 W mrnCnrnco0o0o 3 a ° gym « 0000000 > aj c2 W NN NN N NN W c C 00000 - - 0 - 0 m a O W ` m C LL C (U C d IL tll m R a �_ i N N N_ N N_ N N_ L N w E 2 0 0 0 0 0 0 0 y N > (D C (Q NN NN N NN m19 C2,16 Q O O L 0 000000 C Z N 2x Z L r U 0 O 0 0 0 0 0 0 0 C VIa N M V V 7 COO � (n L m } [O [7 co co co CO CO O a maw o °Z c o W 0 0 0 0 0 0 0 Cl) = • a a •d, (p O) OOr O) 0613 S rO - yO V m `a 0 It CO (D V CO O0 RT.s Cyro � oornCOOO -amtE ro a x a r- N r- ago 0MM co0Xm c On j� O W.m�M N q U V O (O It O 0 0 �Wa NT C1 c cy con OOrnmOO ; TAE n ir 0 0 r OD 00 m 0000 cock Cd NEf� N N N N M r7 O Z a N d yO• > O Xa�m U 0 0 0 0 0 08 . . r r Q 0 0 0 0 0 0 0 0 W Z cc O = 0 0 0 00 0 0 O � O (n (O (n tO (O a • _ y .max Uino `o `o rn rn rn rn m J0) (3) d d O) O) 0) rnCn ?' �mdo) :21 O) Cy) O) 0) 0OC N y C N a E c u (o �j 03: 3w -wwwwwwww cww� E - W MN � (WOO coda 7 M w O 0 dt V --r Z N00 (O 0 V ayy Coo CO CO 'mm r R r C) N N d m U U)U) 4) —W oCmoLO -�TmC`rO 3 UUUUUUU 0000000 ` 00000000 p00�0 c � r O ay y � M N wwwwwww 4) wwwwWww H y _ iii � N a O n N O C m m _ 2 9: 32ANn7aOi:P$ECU Win Wenger s We7dner N0. 5203 P. 2-"i002 Estate of Marie S. Greider SSN: 168-34-8909 IRA Account No. 1 Account No.: © I $ J 4 %& C1 b 9 �L`j(J Value of Asset as of 7114/12: p a Q 3 , Q 7 Amount of any unpaid interest accrued from the date oft l t interest paymeht until the date of death (7/14/12); Named Beneficiary: U y- IRA Account No. 2 Account No.: _ O Value of Asset as of 7114/12: 13YY1, as' Amount of any unpaid interest accrued from the date of the last interest payment until the date of death (7/14/12): Named Beneficiary: 5a Ca u-e hn