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Home My WebLink About04-11-14 � ORIGINAL � 1505610105 REV-1500 EX�oz.��,�F» �;, OFFICIA�USE ONLY PA Department of Revenue pennsylvania Coun Code Year File Number Bureau of IndividualTaxes f��prM��F�NHERITANCE TAX RETURN � ' /" �rl(� , ` PO BOX z8o6oi RESIDENT DECEDENT �� /,� �./i��U` Harrisburg PA 1�1z8-o6o1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 07/26/2013 06/21/1920 DecedenYs Last Name Suffix DecedenYs First Name MI McKillip Gertrude R (If Applicable)Enter Surviving Spouse's Information Below Spouse's last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) p 4. Limited Estate O 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) � 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Oeposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Susan Deane Hunter, Esq. (610)687-3942�`" o C7 •--� -� �L7 rn REGISTER 1�LS USE O_t�l�Y + � � � �J � C? � � � First Line of Address � � � � y-� a 985 Old Eagle School Rd �'" cn �' � � .�_ . ,,., � o Second Line of Address � � C, � "� � 'Ti � Suite 516 , a � �, � m City or Post Office State ZIP Code bAT LED O � W � � Wayne PA 19087 �' Correspondent's e-mail address: SHUf1t2C' DReardonLaw.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 AT E OF PE SO� S�OR FILING RET � 'Z�� l r L�� I r A RESS 46 St.Andrews Blvd., Limerick, PA 19468 1736 McClures Gap Road, Carlisle, PA 17013 SIGNA+ E OF PREPARE THER THA P ESENTATIVE DATE ADC SS 985 Old Eagle School Rd., Suite 516,Wayne, PA 19087 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610105 1505610105 � ,� 4� � 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number oecedent's Name: Gertrude R. MCKilllp RECAPITULATION 1. Real Estate(Schedule A). ..... . . .. .. ... . .. .... . . .. .. ... . . .. .. ... .. .. . 1. 2. Stocks and Bonds(Schedule B) . .. .. .. . . .. ... .. .. . ..... . . ... . ... ... . .. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .. . . . 3. 4. Mortgages and Notes Receivable(Schedule D). ... . . ... .. .. . . .. . . . .. ..... 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).... ... 5. 258,477.�� 6. Jointiy Owned PropeRy(Schedule F) O Separate Billing Requested .. .. ... 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... . .. 7. 141,544.00 8. Total Gross Assets total Lines 1 throu h 7 8. 400,�21.00 � 9 )... .... ...... ........... . .. .. 9. Funeral Expenses and Administrative Costs(Schedule H).. ... ... .. .. ..... .. 9. 35,758.00 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)... .. .. ... .. .. . 10. 197.00 11. Total Deductions(total Lines 9 and 10)... .. . . .. ... ..... .. . . .. .. ... ..... 11. $5,955.00 12. Net Value of Estate(Line 8 minus Line 11) ... ... .. .... ... .... .. ... .... .. 12. 364,OF)6.00 13. Charitabie 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. 364,066.00 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICAB�E 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 45 364,066.00 �6. 16,383.00 17. Amount of Line 14 taxable at sibling rate X.12 »� 18. Amount of Line 14 taxable at collateral rate X.15 18 19. TAX DUE .. .. .... . . .. .. . .. . .. ... ... .... . .. . ....... .... ...... .. .. .. 19. 16,383.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 � 15�561�205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Gertrude R. McKillip -- ----- _ _ _ _ STREETADDRESS 325 Wesley Drive __ _ _ _-- _ ____ -- _ - - - -- ____—_ � _ _ _-- _� CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (t) 16,383.00 2. CreditslPayments A.Prior Payments _____ 14,000.00 _. -- B.Discount 736.82 — __ - —--- Total Credits(A+g) (2) 14,737. 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) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1,646.00 Make check payab�e to: REGISTER OF WILLS,AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY P�ACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the properry 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 containsa benefciary designation? ........................................................................................................................ � ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan.1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)�. For dates of death on or after 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 decedenYs 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 decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)�.A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. . ......,� '�-."_+ , sh,..< { .., l , n: w ,. . ,.,.. ... _... .._.... .. . .... .. REV-15o8 EX+(o8-iz) � pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. � INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GERTRUDE R. McKILLIP 21-13-0886 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Janney Montgomery Scott Insured Sweep Account#7511-7721 105,865.00 2. PNC Bank Certificate of Deposit Number 31100362628 106,996.00 3. PNC Bank Interest Checking Account Number 51-4018-3841 18,521.00 4. PNC Bank Money Market Account Number 50-0487-5974 24,535.00 5. Cash 1,000.00 g. Personal Property 200.00 7. Refund,Asbury Community 845.00 g. 2013 Federal Income Tax Refund 515.00 TOTAL(Also enter on Line 5, Recapitulation) $ 258,477.00 If more space is needed,use additional sheets of paper of the same size. kEV��7.510 EXt ;t)3 q9) `�� ' pennsylvania SCHEDULE G ' oEPARTMENT oF RE�EN�E INTER—VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON—PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER GERTRUDE R. MCKILLIP 21-13-0886 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. DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE ITEM INCLUDE THE NAME OF 1HE TRANSFEREE,THE1R RElAl70NSHIP TO DECEDENT AND NUMBER THE DATE OF TRANSFE0.. ATfACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE �. National Life Group-Life Insurance Company of the Southwest Annuity 141,544.00 100 141,544.00 Beneficiary:Estate of Gertrude R.McKillip TOTAL(Also enter on Line 7, Recapitulation) � 141,544.00 If more space is needed,use additional sheets of paper of the same size. a�v-�.sii cX+ {08-:13) �� pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER GERTRUDE R. MCKILLIP 21-13-0886 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Hollinger Funeral Home&Crematory, Inc.,501 North Baltimore Avenue,Mt. Holly Springs, PA 17065 11,583.00 2. Post Funeral Luncheon 370.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) _ Street Address City __State___._......._ ZIP-- Year(s)Commission Paid: 20,738.00 2. Attorney Fees: 3, Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation.) Claimant — Street Address City State--_-ZIP._........---- Relationship of Claimant to Decedent 4. Probate Fees: 467.00 5. Accountant Fees; 100.00 6. Tax Return Preparer Fees: �� International Genealogical Search 2,500.00 TOTAL(Also enter on Line 9, Recapitulation) � 35,758.00 If more space is needed,use additionai sheets of paper of the same size. ,,._ ,. _ i n ` pennsylvania SCHEDULE I �� DEPARTMENTOFREVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER GERTRUDE R. McKILLIP 21-13-0886 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� West Shore EMS, 205 Grandview Avenue, Suite 211,Camp Hill, PA 17011 Call#247524W 151.00 2. Omnicare King of Prussia-Account No.7001-37 46.00 TOTAL(Also enter on Line 10, Recapitulation) $ 197.00 If more space is needed,insert additional sheets of the same size. a�v-rsi:ex+ �ot-i.o) � pennsylvania SCHEDULE J � UEPAHfMENT OFR[VGNU[ INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GERTRUDE R. McKILLIP 21-13-0886 RELAT[ONSHIP 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. Vicki L.Wilson Daughter 1/5 share personal 2348 Walnut Bottom Road property and 1!5 Carlisle, PA 17013 share of residuary estate 2. Marie C. Dodson Daughter 1/5 share personal 1736 McClures Gap Road property and 1/5 Carlisle, PA 17013 share of residuary estate See Attached Continuation Schedule ENTER DOLLAR AMOUNTS fOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE D[STRIBUTIONS 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 additiona�sheets of paper of the same size. SCHEDULEJ BENEFICIARIES Estate of GERTRUDE R. McKILLIP FILE NO. 21-13-0886 3. Trust f/b/O Angela D. Stepdaughter 1/5 of personal property and McKillip u1w of 1/5 share of residuary estate Gertrude R. McKillip Sandra M. Barron and Marie C. Dodson, Co-Trustees 4. Michael L. McKillip Stepson 1/5 of personal property and 1413 Farmhouse Lane 1/5 share of residuary estate Middletown, PA 17057 5. Sandra M. Barron Stepdaughter 1/5 of personal property and 46 St. Andrews Boulevard 1/5 share of residuary estate Limerick, PA 19468 : _;-.. _,.,. , ._ :._, -.._ ,:r . �.. � Y � LAST WILL AND TESTAMENT . � OF ' GERTRUDE R.MCKILLIP � � � � � G le al residence at 1007 Robert Street, t:. I, GERTRUDE R. MCKILLIP, ha�ing my g ,. Mechanicsburg, Cumberland County, Pennsylvania, hereby declaxe this to be my Last Will and _ Testament,revoking all other Wills and Codicils heretofore made by me. ARTICLE ONE I declare that I am married to LAWSON L. MCKILLIP (my"spouse"). . ; ARTICLE TWO ' I have two children whose names and birth dates are as follows: ; NAMES BIRTH DATES VICKIE L. W�.SON March 6, 1954 1VIAR�C.HOCKENBERRY April 8, 1957 My spouse has three children whose names and birth dates are as follows: NAlV�S B1RTH DATES ANGELA D.MC�KILLIP Ja�uary 6, 1955 MICHAEL L.MCKILLIl' July 15, 19�9 Sp�NDRA M.BARRON April l, 1964 For purposes of this Will, all of my children and my spouse's children shall be considered my descendants. � ARTICLE THREE I direct the payment from my estate of the expenses of my last illness and funeral as soon after my deatli as conveniently may be done. � _ ARTICLE FOUR � g � I intend to leave a memorandum which will direct the distribution of certau� items of � tangible personal property, and I request that my wishes as set forth in said memorandLUn be � followed. To the extent that my tangible personal properiy is not disposed of by memorandum, I € � give all of the tangible personal property that I own at my death, including any household fiuniture � ; and furnishings, automobiles, books, pictures, jewelry, art objects, hobby equipment and collections, wearing apparel, and other articles of personal and household use, equipment and a � � ornament, and all insurance thereon to my spouse, provided he survives me by thirty (30) days. If � H i� � my spouse fails to survive me by thirty (30) days, I give all such items to my children and my � 9 ! spouse's cluldren, provided they survive me by thirty (30) days, to be divided among them as they are able to agiee. If my children and my spouse's children fail to survive me by thirty(30) days, or are unable to agree as to the distribution, all such items shall be sold and the proceeds distributed f with the residue of my estate. � ARTICLE FIVE ; � I give the rest, residue and remainder of my estate, of whatsoever nature and wheresoever � i situate to my spouse, LAWSON L. MCKILLIP,provided he survives me by tYiirly(30) days. If my spouse fails to survive me by thirty(30j days,I give tlie rest, residue and remainder of my estate in � equal shares to my children and my spouse's children, SANDR.A M. BARRON, ANGELA D. i ( MCKILLII', MICHAEL L. MCKILLIP, MARIE C. HOCKENBERRY and VICKIE L. W�II.,SON, provided they stuvive me by thirty(30) days. � � A. The shares for SANDRA M. BARRON, MICHAEL L. MCKILLIP, MARIE C. HOCKENBERRY and VICKIE L. WII.,SON, shall be distributed to each of them outright, fiee of 2 � _i .7 �"°.L7 trust. If auy beneficiary fails to survive me by thirty (30) days, his or her share shall be distributed � to his or her issue, per stirpes. If a beneficiary has no issue, his or her share shall be distributed, in t �� equal shares, to my surviving children and iny spouse's surviving children, or their issue, per . stii e . � . ps � � B. The share for ANGELA D. MCKILLIP shall be distributed to my Trustee, � s � hereuzafter named, for the benefit of ANGELA D. MCKILLIP. Subj ect to the provisions of Article Ten, my Tilistee shall pay to, or apply for the benefit of such beneficiary, the entire net income of � such beneficiary's trust share in monthly or other convenient installments agreed upon by such � � � beneficiary and my Trustee, but mot less often than annually. } � Subject to the provisions of Article Ten, my Trustee shall pay to, or apply for the benefit of such beneficiary, so much of the principal from such beneficiary's trust share as my Tnistee deems advisable for such beneficiary's health,education,maintenance or support. � If such beneficiary fails to survive me by thirty(30) days, her share shall be distributed, in � E equal shares, to my surviving children and iny spouse's surviving children, or tlieir issue, per i i ` stirpes. � ARTICLE SIX � If any portion of my estate is distributable to a beneficiary who is then inider the age of 25 � , � � � years, iny Executor may dish-ibute that beneficiary's sha.re, without fiu-ther responsibility, either E � directly to that beneficiary, to a qualified individual or trust company designated by my Executor as ; custodia.n for that beneficiary under an applicable Uniform Transfers to Minors Act or sinlilar law, � � � , k � f 7 � , � I _ ..:, - _ ----�- r--�-� -_, _ ��. �.,�__ . -. . , _,-c . _...�_ -.-:::� �_ _ _ . , . <.--�-,�- ., . _ or to the individual having personal custody of that beneficiary (whether or not court-appointed), and the receipt of the distributee shall discharge my Executor. ARTICLE SEVEN � If at any time there is no beneficiary entitled to receive all or any part of my estate under the preceding Articles, all of the remaining portion of my estate shall then be distributed one-half to those persons who would be my heirs at law and one-half to those persons who would be my spouse's heirs at law had my spouse and I died intestate with each of us owning one-half of my estate. ARTICLE EIGHT No beneficiary or remainderman under this Will or any codicil hereto or any trust created hereunder shall have any right to alienate, encumber or hypothecate his or her interest in this Will or any trust created hereunder in any manner, nor shall any interest of any beneficiary or remainderman be subject to claims of his or her creditors or liable to attachment, execution or other process of law. ARTICLE NIlVE Should the payment of expenses, claims a.nd taxes from any Qualifie�Retirement Plan or Individual Retirement Account ("IR.A") assets which comprise my estate cause my estate to be disqualified as a "Qualified Beneficiary," it is my intent, and I hereby direct that, to the extent practicable, no expenses, claims and taxes shall be paid from such Qualified Retirement Plan or IRA assets. 4 .�._ __�. � �.�...�, .�.,,�.� - _ �._ _ . ---_,.-<�.-,� ,__, t. ;F-�-:--- _� � � ,� � .,..�--- ..._ ._ , �- - _ . ,: . . .. , , - f. �. �--�s.-:�._:�'r,:-,:,..t ,.-...;`�;1 -�,°-�.._._:; ,�;�:�,.--c_ _.;;'. ._.., ,._� --_r>;w; ..�.;. z �;_;-- .'..-r�+- , -»�.-za�—�--��^x;�+�--�'�"�n"' } ,�.^w^-�-�� .i.. . . . . . , . � - . . . � . . . �; ARTICLE TEN � � �, - It is my intention that the assets of my Estate supplement but not supplant, impair or ' diminish a.ny then existing forms of support or benefit which a beneficiary is receiving or becomes eligible to receive. For purposes of this Section, the term "support" means food, clothing or shelter. The terms of my Last will and Testament shall be read and interpreted to prevent any action by my Executor which would supplant, impair, diininish or otherwise interfere witli, limit or reduce the beneficiary's receipt of, or eligibility for any form of government or private benefits. Any power of distribution (whether or not exercised), granted my Executor pursuant to the terms of my Will, that would result in the loss, diminishment or ineligibility for government or private benefits, is hereby revoked; and, only such powers as will not result in ineligibiliiy for such benefits, or loss, diminishment or impairment, thereof, shall remain exercisable by my Executor. Subject to the preceding provisions of this Section, that prohibit my Executor from making any distribution which would supplant, impair or diminish government or private benefits, or cause the beneficiary to be ineligible for such benefits, as determined in my Executor's sole and absolute discretion, m;� E:ecutor �ay �istribute such amounts of the beneficiary's estate share for the Special Needs of the beneficiary. My Executor may act arbitrarily and without regard to a.ny statutes or other rules of law in refusing to disburse estate assets. No distributions may be made to the beneficiary. Any distributions made shall be made to the goods or services provider. 5 . _.r ; .,�. ,� _. ,�.r =_� �:.._ �,._� . , - - - -- - .. , _ .. _ . - � _ _ .,-. � - - ;_ ;� �--�:,�-��.-�.� -K-c,�-z �.�.�.:=:� ,_,�E�.u.-.-,-:��:� - - �-°--- ,. _-. _ �-;� ...r... , ,�;w--�- _ .-�*. - If my Executor deems it necessary to terminate the beneficiary's share of my Estate to avoid impairing or diminishing the beneficiary's receipt of govemment or private benefits, or becoming ineligible for such benefits, my Executor, in my Executor's sole and absolute � discretion, shall terminate the beneficiary's share of my Estate. If my Executor termulates the beneficiary's share of my Estate, the assets of the beneficiary's share of my Estate shall be held, . administered and distributed pursuant to the following provisions of this Section as though the beneficiary had died. I request, but d'o not require, that the remainder beneficiaries consider the purposes of the beneficiary's share of my Estate in expending the property they receive. ARTICLE ELEVEN I appoint my spouse's daughter, SANDR.A M. BARRON, and my daughter, MAR� C. HOCKENBERRY, as Co-Trustees of any trust shares created under this Will. If SANDRA M. BARRON cannot serve, I appoint my spouse's son, MICHAEL L. MCKILLIP, as Co-Trustee. If MAR� C. HOCKENBERRY cannot serve, I appoint my daughter, VICKIE L. W�,SON, as Co- Trustee. If only one of the foregoing is able to serve,that one shall be authorized to serve alone. ARTICLE TWELVE I appoint my spouse, LAWSON L. MCKILLIP, as Executor of my Will. If he is unable or unwilling to serve, I appoint my spouse's daughter, SANDRA M. BARRON, and my daughter, MARIE C. HOCKENBERRY, as Co-Executors. If SANDRA M. BARRON cannot serve, I appoint my spouse's son, MICHAEL L. MCKILLIP, as Co-Executor. If MAR� C. HOCKENBERRY cannot serve, I appoint my daughter, VICKIE L. WII.,SON, as Co-Executor. If only one of the foregoing is able to serve, that one shall be authorized to serve alone. I give to my Executor and Trustee, in addition to and not in li.mitation of the powers given by law or by other 6 3�'3:�Y'f- } . ,.: .::. .�_:.. ..' " ' _.. . :�..:�� ....,._ .. ._ '. ,:.w- _ , , - _ 2 �1�,F:�'l - I' 4_ . - .. • . . t .. . ' . - . . � � . . . , . provisions of this Will, the following powers with respect to settlement of my estate to be exercised from time to tune in the discretion of my Executor and Trustee, without fiuther order or license of the Register of Wills or of any court: � l. To retain any property, pending distribution hereunder, to invest in or purchase any property without restriction to legal investments for fiduciaries, to distribute property in lcind, to compromise claims, and to sell any property at public or private sale; 2. To borrow money from any person including any fiduciary acting hereunder, and to mortgage ar pledge any real or personal property; 3. To engage in litigation and compromise, arbitrate or abandon claims; 4. To make distributions in cash, or in kind at cutrent values, or partly in each, allocating specific assets to particular distributees on a non-prorata basis, and for such purposes to make reasonable determinations of current values; 5. To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; 6. To invest and reinvest in every kind of property and investrnent which persons of prudence, discretion and intelligence acquire for their own accounts; 7. To manage, control,repair and improve all real properly; 8. To procure and cariy at the expense of the estate insurance of the kinds, forms and amo'unts deemed advisable by the Executor or Trustee to protect the Executor and Trustee and the est7t?a�in�r an�azarcl; 7 .,__.._._.�_,-..__ n�..,- - - - _ - - - -- - - -- -- - _,_._K-��,..�..--«..--�. _. _ ,.� , ,. .�--_�- ,-. _. .. .,_.._. , r �.�...n. ,_—... x- ,., ..,.t .. ,�,�,- •- ._.. -•-; �.,� .._�:>: _ ;_ , � - >t_ � __,� ,?; _� _ _ y , � 9. To pay all t�es, assessrnents, fees of the Executor and Trustee and all other expenses incutred in the collection, care, administration and protection of the estate; 10. To exercise such powers, herein conferred, after the teimuiation of the trust estate until final distribution of the estate assets; and 11. To do all the acts, to take all the proceedings, and to exercise all the rights, powers and privileges which an absolute owner of the property would have, subject always to the discharge of their fiduciary obligations; the enumeration of certain powers in this Wi`ll shall not limrt,the � � general or implied powers of the Executor or Trustee; the Executor and Trustee shall ha.ve all : additional powers that may now or hereafter be conferred on them by law or that may be necessary to enable the Executor or Trustee to administer the estate in accordance with the provisions of this Will, subject to any limitations specified in this Will. No bond sha11 be required of any fiduciary hereunder in any jurisdiction. No fiduciary hereunder shall have any liability for any mistake or error of judgment made in good faith. My Executor and Trustee shall receive reasonable compensation for services performed as determined by the court in which this Will is admitted to probate. ARTICLE TFIIRTEEN I realize that Executors are given discretion by Iaw to make various elections which affect the income and estate taxes payable by estates and beneficiaries, as well as the relative sliares of beneficiaries, such as taking adtninistration expenses as deductions for either estate or income tax purposes, selecting options for the pa�entof_em}�1�3�e-deat��ene€��e1-�cting t�ake a qu ed texminable interest as part of the marital deduction, selecting alternate valuation dates, postponi.ng 8 �.._.�.. �_, ,�_._..� ,._ , r�� .m. -_.:.. , _. ,._�. _ . _.-.-�._ ._—_.�._.�— : { ;` .: . . '... . '. �°^ < Y'IX�iPP+FFwtvi•tt�+��•�i'•gFt� � '2 ft �- d.: . Y Y ��.� .�:� � $ � � .� - _ r�- _ - v _ �'� —:- �`,- `kp^- s .�x �s f. s r _ � ':� '. I. ,..� _ �� .,.• . - . . .- - ' __ _ f 3 2 '" . , .. . , . ..r: ..-.� . �..�� ..� .. ..J, . .-,.� . ., . ... . .,._.. . . � . . - �_� .��z .: ....+ ,X p�. � � . �" . . .� . i .:. . .._. .... ... ._'{ .. . . .. . .. . . . . . , � � , � .�� the payment of t�es, filing joint income ta�c or gift tax returns and redeeming corporate stock. The decisions made by my fiduciaries in any of these matters shall be binding upon, and not subject to question by, any affected persons. I rely upon my fiduciaries to take into consideration the total income and estate taxes payable by reason of their decisions including those payable by my , survivors, and they are authorized in their discretion,but not required,to make adjustments between , ; income and principal as a result thereof. . ARTICLE FOURTEEN I direct that all estate, inheritance and other taxes in the nature thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the properiy constituting my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from the principal of my residuary estate, and no person receiving or having a beneficial interest in any such properly, whether under this Will or otherwise, shall at any time be required to contribute to or refund a�y part thereof; provided, however, that this darection shall not apply to the taxes on any property included in my estate solely because of a power of appointment thereover which I possess but have not exercised or on any qualified termivable interest or to any generation-skipping transfer taxes. ARTICLE FIFTEEN In the event that my spouse and I die simultaneously, or that the order of our deaths is uncertain, my spouse shall be deemed to have predeceased me. [SIGNATURE APPEARS ON FOLLOWIl�TG PAGE) 9 ra.�,. �_._r_. _ _..�_ _ T,�.- ..T.�.� _,�. ��._ - --_ ,;_,_ _ _ „a,_.�...�.�,,...,,, , - - - = - � �; } -.. .�L.�i�e�t.YQ�i�'rA"RrtwF'T�' � �� A �� s ��f �.v� �- 4 �� ', ��,,.`+-��.�.�_� �.n, ..s cr�x� *fi-c'�-�-��+ ,,,�'��.�d°,r �� r �r`� � � `` - F F i_` ' �`�" �3 � � 2 � .. . - ,. � - � ' . . . . .. _ • - i. ., �; „ .` ,. . .� �, ._... i., ..� , � � . . .,. :. IN WITNESS WHEREOF, I�have at P it��' , Pennsylvania, this 1'' day of ,2005, set my hand and seal to this Will, consisting of ten(10)pages. , �;�f�c��. ��'��-� GERTRUDE R. MCKILLII' SIGNED, SEALED, PUBLISHED and DECLARED by GERTRUDE R. MCKILLIl', the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesse's.. . Residence �.`,k A rn�vx��►�!r� �� i Residence � 17��.3 10 � t. _:F . .. ;,.:� ., , , _ _ . .,._. .�,.,� �_. �� -= .��:� ,� . ,� - , , , � '� �� s��f'-�v.-��^'�.T<,+�-�o- � - ,-y � � e� r "hv �t�v' .-s�--r y � �,�.y„ �,�d�'�`��'��' ._. .._ �. I r t_� ?_ ,P� S , '�'�LI�.T� fr��'��S s.� 3 � �t � G s .., c,�'}'�£i _z'.-"��3�: -t-c. 3-�E j . �t"y .�.�+ -�`s _ �_L ty t y t .� <cr £: _ 'Y� F xr ��-.��,: _ �. } � . . ' ,r :'' '� '1 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA, : : SS: COUNTY OF DAUPHIN • We, GERTRUDE. MCKII,LIP, ��'��- �j, ( ,�,� -� and �r e.� Testatrix and witnesses, respectively, whose names are signed to the attached and foregoing instrument, being first duly sworn, do hereby declare..to the undersigned ,.: _ authority that the Testatri�c signed and executed the instniment as�her last will''and tliat she.�had '' • �� ; signed willingly, and that she executed. it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue i_nfluence. �� ,� ,,.�, �� ,��f TESTATRIX ` � �IC� WITNESS WITNESS � f i . ._—_. _,._..__. _ _ ,?..-,- - - --_.--- - .._.s �,---��_.._..�..�.r��.� � a�.�:-',3 ,�.r--,st'..::.�?e;�....t��::� .�. . _.� . . .: �. . . ... . � �T�� '°�.&� 4 y� , � . 7s �F' . ��,y � .. ... . - ' _ Y�,,..� k��a`ti� q`�,��',� ��'E�`�,s'rt^,�.�,;��X ��„��,->��`r'�" s��' � �d:�r.,�s��`��'��' '-�s��ac,�.`ws,'� ,'-,�t a y ts r i a�- z�r�,.,�5 .i-�- '� � y� �' -r,✓ .1+r '4. �d"a� r�,,,�� . r - r � ' � 1:i' P x -` '= � -�,i:-t - _.t a � h �r � -r'�-z'.i°f4£" + ,1' � �.-,� � .�" � ' ' " , � - � - - �;•- �.�' ��x; ��r€�S �� - ACKNOWLEDGEMENT _ ='> �;, COMMONWEAL'IT�OF PENNSYLVA,NIA • COUNTY OF DAUPHIN _ SS � On this, _�AY 5 — 2005 , before me . a not , ary public the undersigned officer, personally appeared GARY L. JAMES, Supreme Court Identification Num ber 27752,knowri to me",. (or satisfactorily proven) to ba a member of the bar of the lughest court of said Common,wealth u� � • wliich execution of tlie Wi11 took�pI�ce�and certifiied=�tha� he�was^peisonallyz present when�the 'F �� foregoing acknowleclgement and affida�it�vere signed by the,Testa�rix and.wrtnesses ;, ... IN WITNESS WI�REOF,I hereunto set my hand arid official seal. �� ° �-�� NOTARY PUBLIC GQI��i�ii0":4�VEHf_TH vi��thdfaSY�VA�ViA h<o�ar�ai:eai Linda L.Fe«�r�zo�t,�J:r3ry�uG�ic D;;r,yT�vp..Lau;�rin Counly fVly Cor;mis�i.^.n��r_�ti,es CJCV.3,2a47 Nl2mber,Penns;�v2nia Associa;ion Of Notaries REARDON $.ASSOCIATES, LLC ATTORNEYS AT LAW 985 OLD EAGLE SCHOOL ROAD SURE 516 WAYNE, PA 19087 DENNIS C. REARDON' TELEPHONE 610.687.3942 KELLY C.HOURICAN* FAX 610.687.5817 SUSAN DEANE HUNTER' www.dreardonlaw.com •��.nn.frnxnnoN> sv March 25, 2014 � � � "�' � ° � v-�',' t' � x� .�, � c� � � � � � ° ---� r- � rn �,_H,, �� D � �� .i_ . �; c'_:� Q Register of Wills of c� �., -,C,3 -�, --ri Cumberland County Q � � � � � 1 Courthouse Square : � � �' rn Room 1 Ci2 ��°,. � � � _°,.� Carlisle, PA 17013 Re: Estate of Gertrude R. McKillip File Number: 21-13-0886 Dear Sir or Madam: r.nclosed for filing please find duplicate origirtals of the following: 1. Inventory, along with a check made payable to the Register of Wills in the amount of$290, which represents the balance of probate fee payable by the Estate; and 2. Pennsylvania lnheritance Tax Return (Form Rev. 1500) along with a check made payable to the Register of Wills,Agent,in the amount of$1,646.00,which represents the balance of Pennsylvania lnheritance Tax payable by the Estate; and 3. A copy of your receipt of our prepayment in the amount of$14,000 made on October 24, 2013. Please send your usual form of receipt. Thank you for your cooperation in this matter. Sincerely, � v� : .� `;��. Denise M. Care�� cc: Sandra M. Barron, Co-Executrix Marie C. Dodson, Co-Executrix Enclosures --� ��,..� � . , ,..s� �_: _� �N�� m m �Q� — D°'�sp ,,,,, � a � �N � n � O� O ��., Or � � Q � �� o �� w N � o' �"'��. , w ---�� a � � o -------- o �""�� -� � � � � �' ~ � � oo �, � .._ r � � �, � — C�-' '_' 7� t'�n ° �'�'� � � o O O � �� '�7 � .�.� � Cr7 � � � t" O ,� � " a o .J __ � 'T' n � � � ,� �, � a z d c� �� '�;� -yc r�� =' � �; ��,; ' �-' e, /�p�+' �5 �n��ea� -� � s �+ � �o '�' `s>� � ��( .,. {a°7.� s' f�C-7�"r�» cxs w � a �� .�.. a�: �` sas �+ oe ch ns � � ,� v �! � 7f*71'7F?h��$'�7i-