HomeMy WebLinkAbout05-15-14 (2) J 1505610140
REV-1500 EX (02-11)(FI)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box 2soso� INHERITANCE TAX RETURN 2 1 1 4 O O 2 6
Harrisbur9,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 2 1 9 2 0 1 3 0 6 1 9 1 9 2 0
DecedenYs Last Name Su�x DecedenPs First Name MI
N E G L E Y A N N E B
(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
Q 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)
❑X 6.Decedent Died Testate � 7. Decedent Maintained a Living Trust � 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
� 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11.Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHO�LD BE DIRECT�O:
Name Daytime Telephone Nuq�er � � �
S U S A N H . C O N F A I R 7 1 7 7 6 � � 3 8� � �
+T� � r-. --C C:> .�7
REGISTER OF WIL'L—S Y�$E+ONLY t�.f" �
Cr') . ;:'.'F �
{y:,�� �...�.a O
First Line of Address � � � � �;-� �
2 33 1 MARKET STREET :� � N � m
Second line of Address �, � � �
!—+ � '�1
City or Post Office State ZIP Code DATE PILED _J
C A M P H I L L P A 1 7 0 1 1
CorrespondenYs e-mail address: SCONFAIR@REAGERADLERPC.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.
SIGNAT O PERSON R PONSIBIE OR FILIN RETUR DATE
� ' r` �
ADDRESS
3513 MARGO OAD CAMP HILL PA 17011
SIGNATURE OF PRE R R OTHER THAN REPRESENTATIVE /DATE
—� ! � �
ADDRESS
2331 MARKET STREET CAMP HILL PA 17011
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610140 1505610140 �
�
� 1505610240
REV-1500 EX(FI) DecedenYs Social Security Number
DecedenYSName: ANNE B. NEGLEY
RECAPITULATION
1. Real Estate(Schedule A) . . . . . .. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . 1. •
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 3 6 0 6 , 6 3
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. 2 3 5 2 4 � 6 4
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested ... . . . . 6. •
7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property 2 $ g 2 3 4 � $ 2
(Schedule G) � Separate Billing Requested . . . . . . . 7.
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . .. . . . . . . . . . . 8. 3 1 5 3 6 6 , 0 9
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . .. . . . . 9• � 1 9 1 9 . 7 9
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. � 1 6 8 . � 5
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. � 3 � $ 7 . $ '4
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . .. . . . . . . . . . . . . . . . . . . �2• 3 O Z 2 7 8 . 2 rJ
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. 3 O 2 2 7 $ . 2 5
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 _ � . � O 15. O . � �
16. Amount of Line 14 taxable
at►inea�rate X.045 3 0 2 2 7 8 . 2 5 16. 1 3 6 0 2 . 5 2
17. Amount of Line 14 taxable
at sibling rate X.12 0 . � � 17. � . � 0
18. Amount of Line 14 taxable
at collateral rate X.15 0 • � � 1 g. 0 • 0 �
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . 19. � 3 6 0 2 . 'rJ 2
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Q
Side 2
� 1505610240 1505610240 �
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 2� 14 oo2s
DECEDENT'S NAME
ANNE B. NEGLEY
STREET ADDRESS
3513 MARGO ROAD
CITY STATE ZIP
CAMP HILL PA 17011
Tax Payments and Credits:
�• Tax Due(Page 2,Line 19) (1) 13,602.52
2. Credits/Payments
A.Prior Payments 12,920.23
B.Discount 679.99
, Total Credits(A+B) (2) 13,600.22
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) 2.30
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 ...................................................................... ❑ 0
b. retain the right to designate who shall use the property transferred or its income ............................... ❑ �
c. retain a reversionary interest ...................................................... .............................................. ❑ 0
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ X❑
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ ❑X
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... X❑ ❑
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 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[�2 P.s.§s�ts(a)(�)�.
• 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.
REV-1503 EX+(8-12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ANNE B. NEGLEY 21 14 0026
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. MET LIFE, INC. STOCK-69 SHARES VALUED AT pATE OF DEATH AT 3,606.63
$52.27
TOTAL(Also enter on Line 2,Recapitulation) $ 3 606.63
If more space is needed,insert additional sheets of the same size
REV-1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN
RESIDENTDECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMQER:
ANNE B. NEGLEY 21 14 0026
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. SANTANDER-CHECKING ACCOUNT ENDING IN#4316 18,671.79
PO BOX 841005
BOSTON, MA 02284
2. M &T BANK-CHECKING ACCOUNT ENDING IN#5429 4,252.85
499 MITCHELL ROAD
MILLSBORO, DE 19966
3. 1997 TOYOTA CAMRY 100.00
4. PERSONAL PROPERTY 500.00
TOTAL(Also enter on Line 5,Recapitulation) $ 23 524.64
If more space is needed, use additional sheets of paper of the same size.
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
ANNE B. NEGLEY 21 14 0026
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
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABIE) VALUE
1. WELLS FARGO-MUTAL FUNDS/CASH ACT.-7604 135,220.56 50.00 67,610.28
TRANSFER ON DEATH TO
THEODOREJ. NEGLEY-SON
2. WELLS FARGO-MUTAL FUND/CASH ACT.-7604 135,220.56 50.00 67,610.28
TRANSFER ON DEATH TO
JEANNE L. BINGHAM - DAUGHTER
3. PRUDENTIAL ANNUITIES- E0373707 51,813.69 50.00 25,906.85
PAYABLE TO THEODORE J. NEGLEY-SON
4. PRUDENTIAL ANNUITIES - E0373707 51,813.69 50.00 25,906.85
PAYABLE TO JEANNE L. BINGMAN - DAUGHTER
5. PRUDENTIAL ANNUITIES- E0385317 63,488.67 50.00 31,744.34
PAYABLE TO THEODORE J. NEGLEY-SON
6. PRUDENTIAL ANNUITIES- E0385317 63,488.67 50.00 31,744.34
PAYABLE TO JEANNE L. BINGMAN - DAUGHTER
7. AMERICAN GENERAL ANNUITY-A0200165 10,825.22 100.00 10,825.22
PAYABLE TO JEANNE L. BINGMAN - DAUGHTER
8. AMERICAN GENERAL ANNUITY-AN200601 26,886.66 100.00 26,886.66
PAYABLE TO THEODORE J. NEGLEY-SON
TOTAL (Also enter on Line 7,Recapitulation) $ 288 234.82
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(OS-13)
pennsylvania SCHEDULE H
DEPARTMENTOF REVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ANNE B. NEGLEY 21 14 0026
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. PARTHEMORE FUNERAL HOME 6,764.76
2. GINGRICH MEMORIAL 1,060.00
3. WAKE 236.53
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attomey Fees: REAGER &ADLER, PC 3,500.00
3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4• ProbateFees: CUMBERLAND COUNTY REGISTER OF WILLS 358.50
5 Accountant Fees:
6. Tax Retum Preparer Fees:
7.
TOTAL(Also enter on Line 9,Recapitulation) $ 11 919.79
If more space is needed,use additional sheeGs of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT�
INHERITANCETAXRETURN MORTGAGE LIABILITIES& LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ANNE B. NEGLEY 21 14 0026
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. BOSCOVS-CREDIT CARD 365.73
2. LL BEAN -CREDIT CARD 802.32
TOTAL(Also enter on Line 10,Recapitulation) $ 1 168.05
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:
ANNE B. NEGLEY 21 14 0026
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 ouVight spousal distributions and transfers under
Sec.9116(a)(1.2).J
1. THEODORE J. NEGLEY Lineal 159,169.84
3513 MARGO ROAD
CAMP HILL, PA 17011
2. JEANNE L. BINGMAN Lineal 139,597.55
3513 MARGO ROAD
CAMP HILL, PA 17011
3. JOHN L. NEGLEY Lineal 3,510.86
6360 GALLOP ROAD
HARRISBURG, PA 17111
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXASLE DI�TRIBUTIONS:
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,
U:�.ifePlanPortfolio\Clients�Negley,Anne\Wi11.Final.doc � � �� � � rn 1
June 22,2011 � � � � q
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LAST WILL AND TESTAMENT � � � co � �'v
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ANNE B.NEGLEY � � � N �
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I, ANNE B. NEGLEY, of Camp Hill, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and
Testament, hereby revoking any and all prior Wills and Codicils thereto by me at anytime heretofore
made.
1. FAMILY.
1.1 Identification of Family. I declare that I have three (3) children whose names are
THEODORE J.NEGLEY,JEANNE L. BINGMAN,and JOHN L.NEGLEY.
1.2 Definition of Family Terms. As used in this Will, the term "my child/children" shall
mean THEODORE J.NEGLEY,JEANNE L.BINGMAN and JOHN L.NEGLEY. As used
in this Will, the term"issue" refers to all lineal descendants of my children named in Section 1.1
of all generations, with the relationship of parent and child at each generation determined by the
definition of my children set forth in this Section 1.1 above.
2. PAYMENT OF BURIAL EXPENSES AND DEBTS. I authorize my executor to pay all the
expenses of (1) a funeral or memorial service; (2) the interment of my remains, including the
costs of a grave site, if necessary; and (3) the installation and inscription of a suitable marker at,
and perpetual care of, the grave site. I further direct my executor to pay all of my debts that my
executor in his or her sole discretion may allow as claims against my estate.
3. SPECIFIC BEQUESTS. I give and bequeath all of my jewelry, clothing and other feminine
items to my daughter,JEANNE L.BINGMAN.
4. DISPOSITION OF TANGIBLE PERSONAL PROPERTY.
4.1 All of my remaining tangible personal properiy, of every kind and description, including,
but not limited to, books, pictures, articles of household or personal use or adornment,household
furnishings and effects, and automotive vehicles and their accessories, but excluding any money,
evidences of indebtedness, documents of title, and securities and property used in connection
with the operation of any trade or business, and not otherwise disposed of herein, to be
distributed to my children as follows. I direct my Executor to divide my tangible personal
property into two parts. The first part shall contain all items that my Executor determines, after
consulting with my children, to be of no present or future value or use to my children. The
second part shall contain the balance of the property. My Executor shall dispose of the first part
by sale, abandonment, destruction,or gift to any charity or person. The proceeds of any sale shall
be added to my residuary estate. All property in the second part I give to my children,as follows_
1 ��� � ^�\����
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June 22,2011
i. Fifty percent (50%) thereof to my son, THEODORE J. NEGLEY,
provide that if my son shall predecease me, then I leave his share of my
tangible personal property to his son, THEODORE J. NEGLEY,JR.. In
addition my son, THEODORE J. NEGLEY, may have any of my
household furnishings that he wants since I resided in his home; and
ii. Twenty-Five percent (25%) thereof to my daughter, JEANNE L.
BINGMAN, provided that if my daughter shall predecease me, then I
leave her share of my tangible personal property to my sons,
THEODORE J. NEGLEY and JOHN L. NEGLEY, in substantially
equal shares; and
iii. Twenty-Five percent (25%) thereof to my son, JOHN L. NEGLEY,
provided that if my son shall predecease me, then I leave his share of my
tangible personal property to his issue, in substantially equal shares.
5. DISPOSITION OF RESIDUARY ESTATE. All of the rest, residue and remainder of the
property that I own at the time of my death, both real and personal, and of every kind and
description, wherever situated, to which I may be legally or equitably entitled at the time of
my death(my "residuary estate"),I give outright and absolutely to my children as follows:
i. Fifty. percent (50%) thereof to my son, THEODORE J. NEGLEY,
provided that if my son shall predecease me, then I.leave his share of my
residuary estate to his son,THEODORE J.NEGLEY,JR.; and
ii. Twenty-five percent(25%)thereof to my daughter,JEANNE L.
BINGMAN, provided that if my daughter shall predecease me, then I
leave her share of my residuary estate to be divided equally between my
sons, THEODORE J.NEGLEY and JOHN L. NEGLEY,provided that
if a son shall predecease me,then I leave his share to his issue, per stirpes;
and
iii. Twenty-Five percent (25%) thereof to my son, JOHN L. NEGLEY,
provided that if my son shall predecease me, then I leave his share of my
residuary estate to his issue,per stirpes.
2
Anne B.Negley
' U:�L;ifePlanPortfolio\ClientsWegley,Anne\Wi11.Final.doc � ,
June 22,2011
6. POWERS OF ADMINISTRATION.
6.1. Grant of Powers. My executor, in the administration of my estate, (my "fiduciaries")
shall have the powers and authorities set forth in this Article 6. These powers and authorities
may be exercised by my executor and trustee in their sole and absolute discretion, without the
permission or order of any court. These powers shall be supplementary to those conferred by
law, including, but not limited to, those set forth in Title 20, Chapter 33, of the Pennsylvania
Consolidated Statutes.
6.2. Retention of Assets. My fiduciaries shall have the power to retain any or all property of
my estate, however received and acquired, for so long as they deem appropriate. This power may
be exercised even though the property may not be of the type authorized by law for investment,
and even though the retention may leave a disproportionately large amount of the value of my
estate invested in one type of property.
6.3. Transfer of Assets. My fiduciaries shall have the power to sell,transfer, and convey any
property, of whatever nature, including real property, and wherever situated, that I may own at
the time of my death, or that may come into my estate or after my death. The sale, transfer, or
conveyance may be by public or private sale, at such time, on such terms and conditions,
including selling price and credit, in such manner, and for any reason that my fiduciaries deem
appropriate, including, but not limited to, the purpose of obtaining net proceeds to be distributed
to my residuary beneficiaries.
6.4. Investment. My fiduciaries shall have the power to invest and reinvest any property in
my estate in preferred and common stocks, bonds, notes, common trust funds (including any
managed by any corporate fiduciary), interests in investments, trusts, mutual funds, leases,
mortgages on property wherever located, and, generally, in any property and in proportions of
property as my fiduciaries deem advisable, even though the investments are not of the character
or proportions authorized by applicable law for the investment of the funds.
6.5. Power to Borrow. My fiduciaries shall have the power to borrow money for any
purpose, for any periods of time, and on any terms and conditions as they deem advisable
(including the power to borrow from any corporate fiduciary), and to pledge, mortgage, or
otherwise encumber any property in my estate to secure repayment of any loan, as well as the
power to renew existing loans either as maker or endorser.
6.6. Power to Hold Propertv in Nominee Form. My fiduciaries shall have the power to
hold any property in the name of a nominee or in bearer form.
3
��� � �� ��—
Anne B.Negley
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6.7. Distribution in Cash or in Kind. My fiduciaries shall have the power to make
distributions in cash or in kind, or partly in cash, in divided or undivided interests, as amended,
or other applicable law, and to determine which assets shall be sold and which shall be
distributed in kind,without notice to or consent by any beneficiary.
6.8. Distribution to Minors and Persons Under Disability. My fiduciaries shall have the
power to make distributions or payments to or for the benefit of any beneficiary who is a minor,
an incompetent, or who in the fiduciaries' judgment is incapacitated. The distributions or
payments shall be made in any one or more of the following ways: (1) directly to the beneficiary;
(2) directly to the creditor in payment of the debts or expenses of the beneficiary; (3) to the
guardian of the person or estate of the beneficiary; (4) to any custodial parent of a minor
beneficiary; (5) to a custodian for the beneficiary under any law related to gifts to minors,
including to my fiduciaries in that capacity; or (6) to any other person who sha11 have the care
and custody of the person of the beneficiary. There shall be no duty to see to the application of
funds so paid, provided due care was exercised in the selection of the person to whom the funds
were paid, and the receipt of the person shall be full acquittance of the fiduciaries.
6.9. Continuation or Liquidation of Business. My fiduciaries shall have the power to
continue or to permit the continuation of any business, incorporated or unincorporated, in which I
may have any interest at the time of my death for any period of time, or to liquidate the business
on any terms as they deem appropriate. This power includes, but is not limited to (1) the power
to invest additional sums in any business, even to the extent that my estate may be invested
largely or entirely in the business, without liability for any loss resulting from lack of
diversification; (2) the power to act as or to select other persons to act as directors, officers, or
employees of any business, to be compensated without regard to being a fiduciary under this
Will; and (3) the power to make any other arrangements in regard to any business as my
fiduciaries shall deem proper:
6.10. Emplovment of A�ents. My fiduciaries shall have the power to employ and pay the
compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts, investment
counsel, accountants, bookkeepers, or other agents or providers of services as my fiduciaries
deem advisable in the administration of my estate.
6.11. Commissions. My fiduciaries shall have the power to take reasonable commissions on
account at any time during the administration of my estate without the approval of any
beneficiary or of the court,but subject to allowance or disallowance on the settlement of the final
accounts of my fiduciaries.
6.12. Third Partv Reliance. No person or corporation dealing with my executor shall be
required to see to the application of any property paid or delivered to my executor, or to inquire
into either the authority of my executor to enter into any transaction or the expediency or
propriety of any transaction entered into by my executor.
4
Anne B.Negley
� U:�,ifePlanPortfolio\Clients�Negley,Anne\Wi11.Final.doc . .
June 22,2011
6.13 Charitable Donations. In the event that any of my tangible personal property is donated
to a charitable organization(s) then my fiduciary is instructed to use the value of said donation(s)
as an inheritance tax deduction for any inheritance tax return which may be required to be filed as
a consequence of my death.
7. PAYMENT OF DEATH TAXES. I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be paid, without
apportionment, from my residuary estate as part of the expenses of the administration of my
estate.
8. PRESUMPTION IN CASE OF SIMULTANEOUS DEATH. For the purposes of this Will, in
determining whether a person has survived me or another person, a person shall not be deemed to
have survived me or another person if he or she dies within thirty (30) days of my death or of the
death of the other person.
9. EXECUTOR. I name, constitute and appoint THEODORE J. NEGLEY Executor of my
estate. If THEODORE J. NEGLEY shall not survive me, shall not serve as executor for any
reason, or shall cease to serve as executor for any reason after appointment,then I appoint JOHN
L.NEGLEY to act as successor executor in his place.
10. LIABILITY OF EXECUTOR. My Executor shall not at any time be liable for mistake of law
or of fact, or both law and fact, or errors of judgment, nor for any loss coming to any beneficiary
under this Will, or to any other persons, except through actual fraud or willful misconduct on the
part of the Executor. My Executor may, from time to time, consult with counsel with respect to
the meaning, construction, and operation of this Will or any trusts created hereunder, particularly
with respect to the appointments, allocations, and disbursements, and may act on the advice of
counsel in all matters without incurring liability on account of his or her actions.
11. INTERPRETATION.
11.1 Number and Gender. If required by the context of this Will, singular language shall be
construed as plural, plural language sha11 be construed as singular, and the gender of personal
pronouns shall be construed as either masculine,feminine, or neuter.
11.2 Headin�s. All headings used in this Will to describe the contents of each article,
paragraph, or other division are provided for convenience only and shall not be construed to be a
part of this Will.
11.3 Bond Not Required. None of the fiduciaries named in this Will shall be required to
furnish a bond for the faithful performance of her duties as Executor.
5
Anne .Negley
U:�L',ifePlanPortfolio\Clients�Negley,Anne\Wi11.Final.doc . .
June 22,2011
11.4 Governing Law. This Will shall be construed in conformity with the law of the
Commonwealth of Pennsylvania.
IN WITNESS WI�EREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, consisting of six (6) typewritten pa es, the first five 5) of which bear my signature in the
margin for the purpose of identification,this��day of Z„ , 2011.
L� .
Anne B.Negley,Testatrix
Signed, sealed, published and declared by the above-named Testatrix, Anne B. Negley, as and
for her Last Will and Testament, in the sight and presence of us, who, at her request, in her sight and
presence and in the sight and presence of each other,have hereunto subscribed our names as witnesses.
����� �.n��. �1 f Z c 3�33 I c<.�.�c�� �- .
Witness � Ay��dress �q �C � '
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Witness' Address ..
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6
� Anne .Negley
� � U:�L:ifePlanPortfolio\Clients�Negley,Anne\Wi11.Final.doc
June 22,2011 � '
COMMONWEALTH OF PENNSYLVANIA )
. SS:
COUNTY OF CUMBERLAND )
I, ANNE B. NEGLEY, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE FOREGOING
INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY
ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS 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.
SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE ME BY ANNE B. NEGLEY, THE
TESTATRIX,THIS�-`-P�AY OF ��,�, ,2011.
COMMONWEqLTH OF PENIVSYLVANIH � �
wotaria�sea� B.NEGLEY,TE RIX
Linda H.Miller.Notary Public
Camp H���garo,Cumberland Co�nty � �
MY ComRliss(ort Expires M8Y 9,2013 ��' �
A,lember:Per.nstidt�ania�su���allon o►No±3ries TARY PUBLIC
COMMONWEALTH OF PENNSYLVANIA )
: SS:
COUNTY OF CUMBERLAND )
WE, �U
eo r c..2 ct�n�. � �o� G AND �c:a..� �;�C,�����-�.—�,
THE WITNESSES WI� SE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BE1NG DULY
QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE
AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS 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 OF US IN THE
HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO THE
BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS
OF AGE,OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE.
SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, TI�I�.,���� DAY
OF ���...�.,_ , 2011. { ' '-• ; ,t
n � ► �' �
J ` � ` • ►
1. �� �� � c. '
WjITNESS ti� � : �`;��".
COMMONVI�'EALTH OF PENNSYLVANIr
Noterial Seal � �r `
Linda H.Miller,Notary Public
Camp Hill Boro,Cumbeiland County WI SS
Nty Commission Expires May 9,2013 , �
Member,Penns�lvania Assor:!�flnn ns NM��P� „_
��t--
TARY PUBLIC
7
Anne �.Negley .