HomeMy WebLinkAbout06-19-14 � � 1505610149
REV-1500 EX(o2-i1)(��fl���� OFFICIALUSEONLY
PA Department of Revenue ""��"�°""` Countv Code Year File Number
Bureau of tndividual Taxes INHERITANCE TAX RETURN
Po Box 2soso� 21 13 ],16 7
Harrisbur9,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
10 10 2013 02 23 1922
Decedent's Last Name Suffix DecedenYs First Name MI
Greenawalt Joyce H
(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)
O 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 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
Q 9.Litigation Proceeds Received Q 10. Spousal Poverty Credit(Date of Death 0 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule 0)
CORRESPONDENT—THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name D imeTelept�eNumbe�
Elyse E - Rogers , Esquire �]� 612�8[��, '�''
.� �, � �, Q
f � F�f',x�STEF�WILtLS ONLY
_ �t
� y, t__ F„a f�"1
t`- _a, f-,.,� �D . � C47
First Line of Address f'a � , ..�, r-,
Saidis , Sullivan & Rogers f c� `� � .� �
- �. =: r>
Second Line of Address � � � rn
` --i t—
635 North 12th Street , Suite 400 y �'�' U' �
�TE FILED
City or Post Office State ZIP Code
Lemoyne PA 17043
Correspondent°s e-maii address: erogers@ssr-attorneys.com
Under penalties of perjury,1 declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer otherthan the personal representative is based on all information of which preparer has a�y knowledge.
SIGNATURE OF P SON RESPONSIBLE FOR FILING RET RN DATE
a�,J G�/G-
ADDRESS 120 Kylock Road
Mechanics g, PA 1 05
SIGNATURE EPARER HER AN REPRESENTATIVE � � �iTE
ADDRESS 635 rth 1 th S re
Lemoyne, PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610149 15056],01,49 � -
I 15�5610249
-J
REV-1500 EX(FI)
DecedenYs Sociai Security Number
Jo ce H Greenawalt
DecedenYs Name: y
RECAPITULATION
1. Real Estate(Schedule A) 1. � • ��
.. . . . . . . . .. . . . .... . . .. .. . .... .. . .... ..... .
2. Stocks and Bonds(Schedule B) 2. 215,15 3 • �6
... . . . . . . . . . . . . . . .. .. .. .. . .... . . . . ..
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. 1 S 5 , 418 • 3 3
6. Jointly Owned Property(Schedule F) � Separate Billing Requested ... . 6. � • �0
7. inter-Uvos Transfers&Misceilaneous Non-Probate Property 101,3 3 2 - 9 9
(Schedule G) O Separate Billing Requested . ... 7.
8. Total Gross Assets total Lines 1 throu h 7 $. 4 71,9 0 4 • 3 8
( 9 ) ... .. .. . .... . . ... .. .. . . . . . .
9. Funeral Ex enses and Administrative Costs Schedule H 9. 3 5,5 21, • 61
P � ) .. . . . . . . .. . . .... .
10. Debts of Decedent, Mort a e Liabilities and Liens Schedule I 10. 3 , 8 7 4 ��2
9 9 � ) . . ... . .. .. ....
11. Total Deductions(total Lines 9 and 10) . . . . . . .. . . . . . .. ... . .. . .. .. . ... 11. 3 9 ,3 9 6 • 3 3
12. Net Value of Estate(Line 8 minus Line 11) 12. 4 3 2,5 0 8 • �5
. . . . . . . . . .. ..... . . . . . . . . . . . .
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . .. . . .. ...... . . . .. . . . . 13. � • ��
14. Net Value Sub'ect to Tax Line 12 minus Line 13 �a. 4 3 2,5 D 8 • �5
J � ) .. . . . .. ...... . . . . . . . . .
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 � • �� 15. � • ��
16. Amount of Line 14 taxable 4 3 2 5�8 • 0 5 19 4 6 2 • 8 6
at lineal rate X.0 45 � 16. �
17. Amount of Line 14 taxable
atsiblingrateX.12 0 • 00 17. 0 • 00
18. Amount of Line 14 taxable
at coilateral rate X.15 0 • 0 0 qg. 0 • 0�
19. TAXDUE �g. 1`I ,462 • 86
.. .. . ... . . . . . . . . . . . . . . .. . . .. .. .. . .. .. . . . . . . ... .. . . . .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 1505610249 1,5D561,0249 �
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 21 13 1167
DECEDENT'S NAME
Joyce H. Greenawalt
STREET ADDRESS
5225 Wilson Lane, Apt. 326
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 19,462.86
2. Credits/Payments
A.Prior Payments 18,000.00
B.Discount 947.37
Total Credits(A+B 1 (2) 18,947.37
3. Interest (3) 0.00
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) 515.49
Make check payable to: REGISTER OF WILLS, AGENT.
� ; - ::
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�
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 ..... . . . . . . . .. .. . . . .... .. . . . . . ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income .. ... . . ❑ �X
c. retain a reversionary interest. . . .... ... ...... .... .. . .. . . . . . . . . ... . .. . .. .. ... .. ❑ ❑X
d. receive the promise for life of either payments, benefits or care? . . . . ... . . . . . . .. ... .. ❑ ❑X
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 payabie-upon-death bank account or security at his or her death?. . . ❑ �
4. Did decedent own an individual retirement account, annuity or other non-probate
property,which contains a beneficiary designation?.. . . .. . .... .. . . . . . . . . ... .. . ..... . . 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.
m�'�.
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........, .„�.; ..as ,a„. ; � �.:,�; € ,,.-'„
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)j.
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 antl
filing a tax retum 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 tlecedenYs 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)
. penrtsylvania S C H E D U L E 6
;' UEPARTMENT OF REVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Joyce H. Greenawalt 21 13 1167
All property jointly owned with right of survivorship must be disdosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OFDEATH
1 Chevron Corp New 23,082.00
2 Dominion Res Inc VA New 24,822.00
3 Microsoft Corp 6,715.00
4 Verizon Communications Inc. 9,306.00
Dividend on above stock declared prior to decedenYs death 106.00
5 Aegon N V 18,415.60
6 Gabelli Util Tr Pfd A 5.625% 21,852.00
7 Calamos Conv Opp and Inc Fd 12,490.00
Dividend on above stock declared prior to decedent's death 95.00
8 Clearbridge Energy MLP Fd Inc 10,434.00
9 Invesco Unit Trs 23,881.90
10 Barclays Bk PLC Mtn Nt dtd 9/30/10 mat 9/30/15 25,248.85
Interest on above bond accrued as of decedent's death 17.57
11 Qwest Corp Nt 7% 13,079.00
12 PA St Tpk Commn dtd 1/22/09 mat 6/1/2039 25,156.75
Interest on above bond accrued as of decedenYs death 451.39
TOTAL (Also enter on Line 2, Recapitulation) 215,153.06
If more space is needed, insert additional sheets of the same size
REV-1508 EX+ (08-12)
_�i�pennsylvania SCHEDULE E
' 6EPAHTMENTDFpEVENUE CASH� BANK DEPOSITS & MISC.
INHERITANCETAX RETURN pER50NAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Joyce H. Greenawalt 21 13 1167
Inciude the proceeds of litigation and the date the proceeds were received by the estate.
All properly jointly owned with right of survivorship must be disclosed on Sd�edule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 PNC Bank Checking Account 5070079925 9,154.76
Per 11/25/13 letter
2 Wells Fargo Checking Account 1738612314 100.00
Per 12/31/13 letter
3 Welis Fargo Savings Account 140632415 0.13
Per 12/31/13 letter
, 4 Merrill Lynch Money Market Account 872-30999 30,772.91
5 Goldman Sachs Bk USA NY CD dtd 10/19/11 mat 10/19/21 39,992.92
Interest on above item accrued as of decedent's death 545.08
6 GE Cap Retail Bk Draper Utah CD dtd 9/24/10 mat 9/24/15 15,247.86
Interest on above item accrued as of decedent's death 12.68
7 GMAC Bk Midvale Utah CD dtd 3/27/09 mat 3/27/14 25,328.20
Interest on above item accrued as of decedent's death 32.87
8 GE Cap Bk Inc Retail CD dtd 1/23/09 mat 1/25/16 26,476.60
Interest on above item accrued as of decedenYs death 196.06
9 Wells Fargo CD 9015149793 5,458.50
Per 12/31/13 letter
Interest on above item accrued as of decedenYs death 1.18
10 Highmark, Inc. Refund 561.60
11 Travelers, Refund of Renters Insurance 153.00
12 Bank of America Refund 25.gg
13 US Treasury, 2013 Refund 1,358.00
TOTAL (Also enter on Line 5, Recapitulation) 155,418.33
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (08-09)
'�. " pennsylvania S C H E D U L E G
� ' QEPARTMENT OF REYENUE
INTER-VIVOS TRANSFERS AND
INHERITANCETAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Joyce H. Greenawalt 21 13 1167
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 DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBE �NCLUDE THE NAME OF THE TR4NSFEREE,THEIR RELATIONSHIP TO DECEDENT VALUE OF ASSET INTEREST IF APPLICABLE
AND THE DATE OF TRANSFER.ATTACH COPY OF THE DEED FOR REAL ESATE. � ) VALUE
1 Unum/Paul Revere Variable Annuity Life 25,279.73 100 25,279.73
Insurance Co Annuity Contract 00026928
Beneficiary: Estate of Joyce Greenawalt
Per 11/27/13 letter
2 Merrill Lynch IRA Account 872-76035 76,053.26 100 76,053.26
Beneficiaries: 34%to Decedent's son,
Howard R Greenawalt, 33%to Decedent's
daughter, Roberta G. Bierbower, and 33% to
Decedent's daughter, Marilyn G. Coronado
Per Valuation
TOTAL (Also enter on Line 7, Recapitulation) 101,332.99
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (OS-13)
�`':�pennsylvania SCHEDULE H
�"� �EPARTMENT OF HEVENUE
FUNERAL EXPENSES AND
RES DENTNDEC DENTTURN ADMINSTRATIVE COSTS
ESTATE OF FILE NUMBER
Joyce H. Greenawalt 21 13 1167
DeoedenYs debts must be reported on Sd�edule I.
ITEM DESCRIPTION AMOU NT
NUMBER
A. FUNERAL EXPENSES:
1 Malpezzi Funeral Home 13,450.75
2 H. R. Greenawalt, reimbursement for payment to Mechanicsburg Cemetery 950.00
for grave opening
3 H. R. Greenawalt, reimbursement for payment to West Shore Country Club 812.49
for funeral reception
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions: 15,000.00
Name(s) of Personal Representative(s) HOWafd R. Greenawalt
Street Address 5120 Kylock Road
city Mechanicsburg state PA ziP 17055
Year(s) Commission Paid: 2014
2. Attorney Fees: 4,500.00
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. Probate Fees: 458.50
5. Accountant Fees:
6. Tax Return Preparer Fees:
7 Saidis, Sullivan & Rogers, out of pocket expenses 249.87
8 Saidis, Sullivan & Rogers, reserve for out of pocket expenses 100.00
TOTAL (Also enter on Line 9, Recapitulation) 35,521.61
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-12)
:� pennsylvania S C H E D U L E I
6EPANTMENT OF HEVENUE
DEBTS OF DECEDENT,
INHERITANCETAXREIURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Joyce H. Greenawalt 21 13 1167
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OFDEATH
1 Stephanie Sherman, check written prior to, but clearing after Decedent's 100.00
date of death
2 AAA Financial 12.99
3 Bethany Village, personal care services 10/9/13 199.50
4 Saidis, Sullivan & Rogers, estate planning 172.50
5 Bethany Village, assisted living 10/01/13-10/15/13 2,703.72
6 Hartzell Rupp Ophthalmology 60.00
7 Omnicare King of Prussia 391.01
8 Omnicare King of Prussia 12.00
9 PA Department of Revenue, final PA-40 223.00
TOTAL (Also enter on Line 10, Recapitulation) 3,874.72
If more space is needed, insert additional sheets of the same size
REV-1513 EX+ (01-10)
�e--€�
. � pennsylvania S C H E D U L E �
QEPARTMENT OF HEVENUE
INHERITANCE TAX REfURN BEN EFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Joyce H. Greenawalt 21 13 1167
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY RELATIONSHIPTO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and
transfers under Sec.9116(a)(1.2).]
1 Howard R. Greenawalt Son 144,676.37
5120 Kylock Road
Mechanicsburg, PA 17055
2 Roberta G. Bierbower Daughter 143,915.84
502 East Park Street
Elizabethtown, PA 17022
3 Marilyn G. Coronado Daughter 143,915.84
1426 Toyon Drive
Concord, CA 94520
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEf.
If more space is needed, use additional sheets of paper of the same size.
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n�ov. L�. LUIj IU: jjHIVI rN� �ank No, 0478 P, 1/1
Y�1� . '.. . ' .
���.�
. . ., �������
November 25,20I3
Elyse E Rogers Esq.
Law Offices of Saidis �
Sullivan& Rogers
635 I� 12�' St Ste 400
Lemo�rIIE, pA Y 704�
RE: Jo�ce H Greena��valt
S SN: 245-09-9745
bOD: 10-10-2013
Dear Ms.Rogers:
In zesponse to �rour request for Date of l�eath{]�Ol�)balances for the customer noted above, our
records show tb.e�ol�owin�:
Checlti�ag Account
Account#507007992� Established: 11-11-1959
7��.'"C�T� CrnL�NA'VJALT
DOD balance: � 9,154_76 nan interest beaxing
please notie that this offiee pro�ides date o�deatb balarzees for deposit accounts(IRAs,Cbs,Cheeking and
Savings). �Ve do not process any financial transactions or provide statements. Tf�ou need assistance�evith
any of these items,please call 1-888-PNC-BANK(1-888-762-2265) or stop by youx�ocal.kNC Bao.iC bxanch
office.
Since�-ely,
I�Tational�ina.ncial Services Center
PN'C Bank,I�T.A.
Member FDTC
This message is intended'for t�e use of the indrvrdual or entrty to whzch it is addressed a�d ma�
contain infot�rnation that is privileged, confidential and exempt frorrc disclosure under applicable law.
1'f the reader of this message is not the intended recrpienr or the emp2'oyee or ager�r respor�s`ible for
deliverzng this rnessage to the intended recipient, you are hereby not�ed that any dissemination,
distr�ibutzon or copyzng of thzs corramunications is strfctly prohibited. If you have received this
communicarion in error,please not�me zmrriedzately by reply or by telephone at 800-762-1775 a�ed
immediately destroy ihis faxed documenz.
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�- ��-.�c�ve�������N�wACT �� `
�PAY � �IIKE GRE�F3AWAL �. �/l!�IG�'K.�l �,,�� .
� � ' 74��HE �"�`120�KYL.�CK RD �, .' � .' ��
_ ORDERt3F x-MECHANICSBL�RG'; PA: 17Q5��i$1�3 �.�
a � � � � x: Y ` A17iNC1RlZED SIRNA7URE `
�.;:
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it��? 11�+ ,�64»' �:03 i i0❑ 209�: 386 i56?6»'
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V���,;
PU�ox 87�
Amariilo,T�C 791 Q5
1.804:526:9563
T?ecember I G, �fl]3
I3fl'�t%� i.:�R�EI�IAVJA.LT
_ _
�1'ZO KYT�flCK RD
MECI�ANTC�BURG PA 77055
Re; Decease�l: Jtiyc�Greenwalt
Gontract#� 4t}O�b928.
Dear IVI��, Green���ralt:
'I'IZanl���u for yo�ir�•ec�nt i�quiry regarding�l�e referenced annuity contract. It is t�ur plea�ure tt�
b�of ser�r�ice to yot�.
The value of�he contraci as of t�cfob�r 10,2013 was $25,?79,73. Tt�e primary benefici�ry i�°the.
Joyae H��'ireenvvalt�stafe.
�s hope this information is helpful; howev�r,�hould you Iiave additional qu�stions or require
fi:�rther assistance,please feei free ta contact our Client�ar�C�nter at 1-$00-424-4990.
Sincerely,
�t�;� ��3��.--��-
Debra F�ackett
Annuity Claims D�partrnent
The Paul Revere Variahfe Annufty Insurance Company�The Pau3 Revere Lffe Insurance Company
Provident Life and AuTdent lnsurance Gnrnpany
Unum Is 2 regisiered trademark and marketing 5rand af Unum Graup and Its insuring subsidiaries.
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OF
JOYCE H. GREENA��TAI.T
I, JOYCE H. GREENA«TALT, a.k.a. Hazel Joyce Gieenawalt, of
Lower Allen To�vnship, Cumberland County, Pennsylvania, do make, publish
and declare this to be m5= Last«jill and Testament, hereby ievoking all��Tills
and Codicils by me heretofoie made.
ITEAZ I: Familv Information. I am a wido�v. I
have thiee children: ROBERTA G. BIERBO��rER, 1��R,ILYN GREENA��TALT
CORONADO and HO��TARD R. GREENA���ALT. These aie described in this
��Till as "m3� children," or as "a child of mine." Any person boin to oi adopted
by issue of mine is to be included as issue of mine. Provided, however, no
adopted person shall benefit under this ��Till unless the ordei or deciee of
adoption is entered before the adopted person attains the age of t�=enty-one
(21) years.
ITE1�2 II: Death Taxes. I direct that all
inheritance and estate taxes becoming due by reason of my death, whether
payable by my estate or by any iecipient of any piopeity, shall be paid by the
Executor out of the residue of my estate, as an expense and cost of
Law Offices of administration of my estate, except that no taxes shall be charged against any
Saidis gift qualifying for the rnarital oi charitable deduction in my estate. The
Sullivan Executoi shall have no duty or obligation to obtain ieimbursement foi any
& Rogers
635 North 12th Screet such tax so paid, even though on proceeds of insui ance or other property not
Suice 400
Lemoyne,PA��043 passing under this ���ill.
Page 1 ____-��
v
ITEM III: Debts and Final Expenses. I duect the
Executoi to pay the e�:penses of my last illness, my legally enforceable debts,
and my funeral expenses fiom the residue of my estate as an expense and cost
of adnlinistiation of my estate.
ITEI�2 IV: Tangible Personal Property.
(a) �?��iitten List. I may leave a wiitten list in my safe
deposit box oi else�here disposing of ceitain itenis of my tangible
personal propeit5=. The Executor shall dispose of items of my
peisonal property as specified in the written list. If no written
list is found in my safe deposit box or elsewheie and properly
identified by the E�ecutor within thiity (30) daSJs after the
piobate of my �'�7ill, it shall be piesunled that theie is no othei
statement or list. Any subsequentlST discovered list shall be
ignored.
(b) Othei Pro�eitv to Children. I give all of my
household furniture and fuinishings, books, pictuies, jewelry,
silveiwaie, automobiles, wearing apparel and all othei aiticles of
household or peisonal use or adornment and all policies of
insuiance thereon which are not set forth in a written list to m5�
children, to be divided among them as they shall agzee. Should
there be no agieement, this property shall be divided among my
children by the Executor in as neaily equal portions as is deemed
Law Off"ices of
Sa.idis plactical in the discietion of the Executor, having due regard to
Sullivan theii personal pieferences.
& Rogers
635 Norch 12th Stree� ITE1�2 V: Residue. I give the residue of my
Suite 400
Lemoyne,PA 17043 estate, not disposed of in the pieceding portions of this ���ill, to my children, in
equal shares. If any of my childien is not living at my death, the shaie of m5�
deceased child shall be paid to his or hei then living issue, per stirpes.
� ��-
�
Page 2 �
ITEM VI: Administrative Powers. In addition to
the powers granted at law, the Executor shall possess the following poweis,
each of which shall be constiued broadly and may be e�ercised�uithout court
appioval, but in a fiduciar5� capacity only:
(a) Retain Investments. To retain any investments I
have at my death, including speci�cally those consisti.ng of stock
of any bank even if I hai�e named that bank as the Executor.
(b) Varv Investments. To vaiy investments and to
invest in bonds, stocks, notes, real estate mortgages oi othei
secuiities or in other propeity, ieal oi personal, without being
iestricted to so-called "legal investments", and without being
limited by any statute or iule of law regarding investnients by
fiduciaiies.
(c) Division of Assets. In ordei to divide the principal
of my estate or make distributions, the Executor is authorized to
distiibute personal piopeity and ieal property partly or�vholly in
kind, and to allocate specific assets among beneficiaries so long
as the total market value of each share is not affected by the
division, distribution oi allocation in k.ind. The Executoi is
authorized to make, join in and consummate partitions of lands,
voluntaiily or involuntarily, including giving of mutual deeds, or
- other obligations, with as �vide powers as an individual owner in
Law Offices of
Sa.idis fee simple.
Sullivan
& Rogers (d) Sell Assets. To sell either at public or private sale
635Norrhl2�hSrreec any oi all real or peisonal pioperty seveiall�T or in conjunction
Suite 400
Lemo}�ne,PA 17043 with other pei sons, and to consummate sale(s) by deed(s) oi other
instrument(s) to the purchasei(s), conveying a fee simple title.
I�TO purchasei shall be obligated to see to the application of the
Page 3 �
pLUChase money or to make inquiry into the validity of any sale.
The Executor is authorized to make, execute, ackno�Tledge and
delivei deeds, assigri]]lents, options oi other writings as
necessars= or convenient to cariy out the powers conferred upon
the E�ecutor.
(e) Encumbei R.eal Estate. To moitgage ieal estate,
and to make leases of ieal estate.
(� Boiio�v Monev. To boriow money from any person,
including the Executor, to pay indebtedness of mine or of my
estate, expenses of administiation or inhezitance, legacy, estate
and other t�es, and to assign and pledge assets of my estate.
(g) Pav Costs. To pay all costs, tazes, expenses and
chaiges in connection with the administration of my estate.
(h) Distiibutions�Tithout Couit Oider. To make
distributions of income and of princi�al to the proper
beneficiaries, during the administration of my estate, zuith oi
without cotut order, in such mannei and in such amounts as my
Executoi deems piudent and appiopriate.
(i) �hts as Stockholder. To exercise voting rights
with respect to secuiities which form a part of my estate, and to
Law Offices of
Saidis exercise all the powers incident to the owneiship of sectuities.
Sullivan
& Rogers �) Reorganize. To unite witli other o��vneis of property
635 North 12th Street similai to pioperty in m3T estate to cariy out any plans for the
Suite 400
Lemoyne,PA 17043 reorganization of any compailSJ ��vhose securities form a part of
my estate.
�
r �
Page 4
�
(k) Disclaim. To disclaim any interest in property
which would devolve to me or m5T estate by�vhatevei means,
including but not limited to the following means: as beneficiary
under a �vill, as an appointee under the exercise of a poR7ei of
appointment, as a peison entitled to take by intestacy, as a donee
of an inter vivos transfer, and as a donee undei a thud-paity
beneficiary contiact.
(1) Tax Retuins. To piepaie, execute and file t�
retuins of any t5�e iequiied by applicable law, and to make all
taY elections authorized by law.
(m) Allocate Expenses. To allocate administrative
expenses to income oi to principal, as the Executor deems
appropriate. However, no allocation to income shall be made if
the effect of the allocation is to cause a ieduction in the amount
of any estate t� marital deduction oi estate tax charitable
deduction. �
(n) Employ Advisors. To employ custodians of propertST;
investment oi business advisors, accountants and attorneSTs as
the Executoi deems appropriate, and to compensate these
peisons from assets of my estate, ��ithout affecting the
compensation to which the Executor is entitled.
Law Offices of
Saidis �o) Compionlise Claims. To compromise claims.
Sullivan
& Rogers (1�) Other Acts. To do all other acts in the Executoi's
635 North 12ch Sxreec judgment deemed necessaiy or desirable for the propei and
Suite 400
Lemo}•ne,PA 17043 advantageous nzanagement, investment and distribution of the
estate.
Page 5 1� �
�
ITE112 VII: Beneficiaiies Under Age 25. If a
beneficiai°y under the age of t�venty-five (25) years is entitled to ieceive assets
under this �TiTill, the person who seived as Executor of my estate shall ietain
those assets as Custodian for the beneficiary undei the Pennsylvania Uniform
Transfers to A2inors Act. The Custodian may receive and administer all
assets authoiized by law, and shall have full authority as piovided in the
PennssTlvania Uniform Transfeis to 1�2inors Act to use assets in the mannei
the Custodian deems advisable foi the best interests of the beneficiary.
ITEl�2 Z�III: Sur��iz�al. Any peison who has died
within thiity (30) days of my death, or under such cucumstances that the
order of our deaths cannot be established by proof, shall be deemed to have
piedeceased me.
ITEl�2 I�: Executors. I make the follo«=ing
piovisions with respect to Executois:
(a) Primarv Executor. I appoint my son, H0�?VARD R.
GREEI�TA�?VALT, to seive as Executor.
(b) Contin�ent Executoi s. In the event that HO��TAR:D
R. GREEI�TA��4�ALT is unable oi iefuses to serve as Executor, I
appoint my daughter, R.OBERTA G. BIERBOVirER, to serve as
Executoi.
Law Offices of
Sa.idis �c) Compensation. The Executor shall have the right
Sullivan to receive ieasonable compensation for services rendered and
& Rogers leimbuisement for ieasonable expenses.
635 North 12th Street
Suite 400
Lemoyne,rA��043 (d) Standard of Care. I�TO Executoi shall be liable or
accountable for any loss that may result fionl the good faith
exeicise of the authoritST gianted in this `'�Till.
Page G ,
(e) Securi . The Executor is specifically ielieved from
the duty of fil.ing bond or enteiing security.
IN��rITNESS WHEREOF, I have set my hand and seal to t.his,
my Last �?��ill and Testament, consisting of this and the pieceding six (6)
pages, at the end of each page of which I have also set my initials for greater
security and better identification this /.3fih das� of ���1��; , 2oi3 �
—r`'�� ��,� ��:v't�—
r �, .:� (SE.aL)
� 'J�YCE H. GREEI�TA��TALT
��re, the undeisigned, heieby certi.fy that the foregoing«Till was
signed, sealed, published and declaied by the above-named Testatrix as and
for her Last��rill and Testament, in the piesence of us, who, at her iequest
and in her presence and in the piesence of each other, have hereunto set oui
hands and seals t.he day and yeai fiist above written, and we ceitif3T that at
the time of the e�ecution thereof, the said Testatiix �vas of sound and
disposing mind and memoiy.
Law O�ces of ��-�� �C�2.� (SEAL) Residing at (I�'/`S�CC��C� S�-
Sa.idis
Sullivan �� (�'� ��rl`�1GS" �Q 1�7U��1
& Rogers � \ \
635 North 12th Street (SEAL) Residing at � S13 C C''"r�-Q��^ �,.G,,,,�.�
Suite 400
Lemoyne,PA 17043 'M'�`��„� `� �� ����
V 5 W'J
ACKI��O«rLEDGII2ENT
COP�ZON�uEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF �`1,--��-�-�--� )
I, JOYCE H. GREEI�TA�T�TALT, Testati�, whose name is signed to
the attached or foiegoing instiument, haviug been duly qualified accoiding to
law, do heieby ackno�vledge that I signed and executed the instiument as my
Last �'�Till and Testament; that I signed it willingly; and that I signed it as my
fiee and voluntai°y act for the pui�oses therein e�ressed.
��� / '��''���' `.�.�,.
(SEAL)
JOY� H. GR.EENA�'�r!�LT
Swoin to and subscribe �befor�
me this 13� day of
, 201j.
0 ' �;�
�
i Notary Public
1�2y Commission Expires:
(SEAL)
Law Offices of
Sa.idiS
Sullivan
& Rogers
635 Norch 12rh Street
Suice 400
Lemo}�ne,PA 17043
COMMONWEALTH OF PENNSYLVAt�tA
NOTARIAL SEAL
CYNTHIA J RULE,Notary Public
Borough of Lemoyne,Cumberland County
My Commission Expires February 3,2016
AFFIDA��IT
C01��20N�?��EALTH OF PENNSYLVA.l�TIA )
) SS:
COUNTY OF --r� )
/� r� �----
«T e, l I�1 t'����-�-�'!1 P i�� and 1 cc�� F 1 �r.,,..�
,
. the `��itnesses �Those names aie signed to the attached or foregoing
instrunient, being duly qualified accoiding to law, do depose and say that �Te
�eie present and sa�v Testatiix, JOYCE H. GR.EEI�TA�?��ALT sign and execute
the instrument as hei Last ��Till and Testament; that Testatr� signed
�illingly and that she executed said��Till as her free and voluntary act for the
pw-poses therein expressed; that each of us in the heaiing and sight of the
Testatiix sigued the ��tTill as «�itnesses; and that to the best of oui knowledge
the Testatr��as at that time eighteen (18) or more 5=eais of age, of sound
mind and under no constraint oi undue influence.
��
«Titness «Titness
S«=orn to and subscribed befoie
me this (3� day of ��`Z-'�-Q-.s�.�
, 20�.
Law Offices of �.
�
$a,iCliS �
� .ti
Sullivan � I�TOtary Public
& Rogers
635 Norch 12th Street �Zy Commission Expii es:
Suite 400
Lemoyne,PA 17043 �SEr��
CONMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
CYN7HIA J RULE,No:ary Public
Barough of Lemoyne,Cumberland County
My Commission Expires February 3,2016
cOt�iMaNWEAtTH DF PFf�JtaSYLVAi�ila REi/-7 762 EX�i 1-95�
D��ftiM�;lF��REVENUE.
BUREAU QF INDI��UQL Tkk£S
DEP7.2�0601
li�A;RR188UA�,:PA.�fi7128A607
PENNSYLV�-INIA.
RF��IVED FRfJM: INHERITANGE AND ESTA'TE TAX
c��F�c►��.�FC���� �10. "�D �}1 $5 54
GREENAIlVALT HOINAR� R
5120 KYL{3CK 'RUAD
MECHANI�SBURG, PA 1�t���-4819
ACi�
,4SSES�MENT AMC?UNT
CONTf�OL
NUMBER
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, �a1 � �18,00c�.��
E�TATE 1NFORMATIt}N, SSN: 205•D9-974� 1
���� NuMSER: 2113-716? l
aEGFp.�t�7 NAMF.: GREENAWALT J01'CE H �
I7ATE �F PAYI1t1�NT: 12/20J2013 1
���rr�ARtc r�AT�: 121'i 8�2013 :�
courv�rY; CUMBERLAIVD �
DATE QF DEA7H; 1�/1 Qf 2013 �
�
T{)TAL AM�LJNT P�1D: $7�,DO�J.fl�
REM,4RIGS:
CHECK# 11fl
INiTfAL�: HMW
s�,� RECEIV�D BY, GtEfUDA �AR�1�R STRASBA:tJGH
REGISTER OF WILLS
TAXPAYER