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Home My WebLink About09-02-14 1505610143 REV-15 � OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes eEPARTMEm Or REVENUE PO Box.280601 INHERITANCE TAX RETURN 21 14 0114 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 01 13 2014 04 17 1927 Decedent's Last Name Suffix Decedent's First Name MI HALTEMAN GLADYS I (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 ❑ 2. Supplemental Return ❑ 3. Rem to der Return(Dale of Death Por 4. Limited Estate ❑ 4a.Future Interest compromise ❑ 5. Federal Estate Tax Return Required ❑ (date of death after 12-12-82) R B Decedent Died Tested, ❑ Z Decedent opy Ot Trust)a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of W II) ❑ 9. Litigation Proceeds Received ❑ 1D.ben een Pove � aoeilt(Da95�f Death ❑ 11.Election to tax under Sec.9113(A) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytils'3 Telephone f�rnbeFo M - 715t 49 63)33 m o JAMES D HUGHES ESQ Q -o a REC`6' WIM USEVIDNCT! Dr7 C i First Line of Address r n CJ —O —n —n 3 � r 354 ALEXANDER SPRING RO Second Line of Address ? C.11 Cn <Dr S fV DATE FILED City or Post Office State ZIP Code - CARLISLE PA 17015 Correspondent's e-mail address: jhughesCa)salzmannhughes 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE C61&,,-� i o (X— r Alvin W Halteman t�— �(- / �/ ADDRESS 307 Ru s PA 17015 SIGNAT E OF PREP E THAN REPRESENTATIVE DAT James D. Hughes Esq. Z AD RESS 354 Alexand Xpring Road, Suite 1, Carlisle, PA Side 1 1505610143 1505610143 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Halteman, Gladys I. 21-14.0114 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. Signature#2 Cad , Name Esther Mae Reinford Address1 328 Pine Rd. Address2 City, State, Zip Mount Holly Springs,PA 17065 Date Cy 1505610243 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 285 . 00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 340 , 979 . 70 6. Jointly Owned Property(Schedule F) ❑ Separate Billinq Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous {oq-Probate Property I (Schedule G) LJ Separate Billing Requested............ 7. 8, Total Gross Assets (total Lines 1 through 7)........................................................ 8. 341 ,264 . 70 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 29, 401 . 81 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)............................ 10. 30 , 063 . 12 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 59, 464 . 93 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 281 , 799 . 77 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. 281 , 799 . 77 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 15 0 . 00 (a)(1.2)X.00 16. Amount of Line 14 taxable 281 , 799 77 16 12 , 680 . 99 at lineal rate X .045 17. Amount of Line 14 taxable 0 . 00 17. 0 . 00 at sibling rate X.12 18. Amount of Line 14 taxable 0 . 00 18. 0 . 00 at collateral rate X.15 19. TAX DUE................................................................................................................ 19. 12 , 680 . 99 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Q Side 2 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-14-0114 Decedent's Complete Address: DECEDENT'S NAME Halteman,Gladys 1. STREETADDRESS 149 Run Road CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) {1) 12.680.88 2. Credits/Payments A. Prior Payments 13,300.00 B. Discount 634.05 Total Credits(A +B) (2) 13,934.05 3. Interest (3) 4. If Line 2 is greater than Line i +Line 3,enter the difference. This is the OVERPAYMENT. (4) 1,253.06 Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Make Check Payable to: REGISTER OF WILLS AGENT. III 31ON-,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;....._._......................-............................................. ❑r1 ❑ b. retain the right to designate who shall use the property transferred or its income;.................... F7 I retain a reversionary interest;or...............................................................____..................... .............. ❑ 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?...-...._.....-------._._......_.............................._.....__...._.............._........_.... ❑ 1 Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ 4. Did decedent own an individual retirement account, annuity,or other non-probate property which ❑ ❑ contains a beneficiary designation?._ ................. _............... ..................................-......................... .......... ....., x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. r, 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 172 P.S,§9116(a)(11)f)]. For dates of death on or after January t,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)). * The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in 172 P.S.§9116(a)(1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 P.S.§9116(a)(1.3)1. 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-1500 EX+(11-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF AXRET PERSONAL PROPERTY INHERITANCE TAX RETURN RN RESIDENT DECEDENT ESTATE OF FILE NUMBER Halteman Gladys I 21-14.0114 Include the proceeds of litigation and the date the proceeds were reoeived by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash on hand 4,346.29 2 M&T Bank,Checking Account No.40382257 11,089.00 3 Univest Bank and Trust Co., held by Elvin M. Martin 285,000.00 Accrued interest on Item 3 through date of death 1,370.34 4 Household goods at proceeds of sale 31,166.00 5 Household goods at proceeds of sale 569.32 6 Household goods at proceeds of sale 557.88 7 Household goods taken in kind -Nevin R. Halteman 1,286.00 8 Household goods taken in kind -Rachel Ann Weaver 3,048.50 9 Household goods taken in kind-Sarah Jean Mullet 356.50 10 Household goods taken in kind-Willis A. Halteman,Jr. 1,434.00 11 Adams Electric Cooperative, Inc.-Patronage Capital Retirement 119.51 12 Adams Electric Cooperative,Inc.-Patronage Capital Retirement 181.77 13 Adams Electric Cooperative,Inc.-Patronage Capital Retirement 441.29 14 AgChoice Farm Credit ACA 13.30 TOTAL(Also enter on Line 5, Recapitulation) 340,979.70 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10) REV-1511EXt(10-09) SCHEDULE H pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER _ Halteman Gladys I 21.14-0114 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT UMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 5,860.38 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attorney's Fees Salzmann Hughes, P.C. 13,985.00 3_ Family Exemption: (If decedent's add(ess is not the same as claimant's,attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 473.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 9,082.93 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 29,401.81 Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Halteman Gladys I. 21.14-0114 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Alvin Halteman-reimbursement for funeral expenses 922.00 2 Alvin Halteman-reimbursement forfuneral expenses 15.90 3 Baltozer Caskets -casket 720.00 4 Fogelsanger-Bricker Funeral Home,Inc. -funeral services 3.477.48 5 Lester Williams-Vault for casket 725.00 H-A 5,860.38 Other Administrative Costs 6 Adams Electric Cooperative, Inc. -electric service 125.77 7 Adams Electric Cooperative, Inc.-final electric service 87.20 8 Alvin Halteman -reimbursement for tent rental from High Peak Tent Rentals, LLC for sale of 1,230.66 household goods in order to administer the estate 9 Alvin Halteman -reimbursement for household goods sale expenses in order to administer 700.00 the estate 10 Alvin Halteman-assistance in preparation of the household goods sale in order to 300.00 administer the estate 11 Burkholder Appraisal Services-appraisal report 450.00 12 D.E.W&SONS Portable Toilets-rental of portable toilets during sale of household goods in 159.00 order to administer the estate Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Halteman, Gladys I. 21.14.0114 ITEM NUM ER DESCRIPTION AMOUNT 13 Dale W.Halteman-assistance in preparation of the household goods sale in order to 300.00 administer the estate 14 Dan W. Halteman -assistance in preparation of the household goods sale in order to 300.00 administer the estate 15 Edwin W.Halteman-assistance in preparation of the household goods sale in order to 300.00 administer the estate 16 Elvin M.Martin -preparation of the final 2013 individual income tax returns 175.00 17 Emma Jane Wile-assistance in preparation of the household goods sale in order to 300.00 administer the estate 18 Esther Mae Reinford -assistance in preparation of the household goods sale in order to 300.00 administer the estate 19 Leah Faye Horst-assistance in preparation of the household goods sale in order to 300.00 administer the estate 20 Lois Marie Witmer-assistance in preparation of the household goods sale in order to 300.00 administer the estate 21 Nelson Weadel Halteman -assistance in preparation of the household goods sale in order to 300.00 administer the estate 22 Nevin R. Halteman -assistance in preparation of the household goods sale in order to 300.00 administer the estate 23 Rachel Ann Weaver-assistance in preparation of the household goods sale in order to 300.00 administer the estate 24 Register of Wills -additional filing fees 50.00 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Halteman Gladys 1 21.14.0114 ITEM NUMBER DESCRIPTION! AMOUNT 25 Salzmann Hughes, P.C. -closing costs and final fees for income tax preparation,postage 800.00 and miscellaneous contingencies in order to administer the estate 26 Sarah Jean Mullet-assistance in preparation of the household goods sale in order to 300.00 administer the estate 27 The Sentinel -Legal advertising 211.78 28 Timmons Oil Inc.-oil delivery on 211/2014 595.80 29 Timmons Oil Inc. -oil delivery on 3/10/2014 597.92 30 Willis A. Halteman,Jr.-assistance in preparation of the household goods sale in order to 300.00 administer the estate H-B7 9,082.93 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-g8) Revd 512 EX+(12-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF MORTGAGE LIABILITIES AND LIENS RETURN INHERITANCE TAX AX RET URRN N RESIDENT DECEDENT ESTATE OF FILE NUMBER Halteman Gladys I 21-14-0114 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 Adams Electric Cooperative, Inc.-electric service 154.23 2 Apria Healthcare-balance due on account 37.36 3 Becky Halteman -care taker services 15.00 4 CenturyLink-phone service 77.50 5 CenturyLink-phone service - 76.33 6 CenturyLink-final phone service 6.70 7 Darlene Halteman-caretaker services 50.00 8 Hazel Moseman-care taker services 65.00 9 Hazel Moseman-caretaker services,check written prior to death cleared after death 25.00 10 Heather Halteman-care taker services 70.00 11 Hospice -donation in memory of Gladys 1. Halteman 5,000.00 12 J. M.Wile-balance due for services before death 509.00 13 Janette Deim-care taker services 25.00 14 Kate Hunsberger-balance due for care before death 41.00 15 Kris Halteman-care taker services 118.00 16 Pennsylvania Department of Revenue -2013, PA40 income tax due 3,818.00 17 Pricilla Horst-care taker services 600.00 Total of Continuation Schedule See attached page TOTAL(Also enter on Line 10, Recapitulation) 30,063.12 (If more space is needed,additional pages of the same size) Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08) Rev-1512 Ex+(12-D5) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT continued ESTATE OF FILE NUMBER Halteman Gladys I. 21-14.0114 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 18 Ryann Halteman -care taker services 15.00 19 United States Treasury-2013, 1040 income tax due 19,360.00 TOTAL(Also enter on Line 10, Recapitulation) 30,063.12 Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08) REV-1513 E%+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Halteman, Gladys I. 21.14-0114 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSOWSI RECEIVING PROPERTY DECEDENT (Words) ($$$)DO Not Lis ustees TAXABLE DISTRIBUTIONS [include outright spousal 1. distributions,and transfers under Sec.91 16 a 1.2 See attached schedule Total 286,799.76 Enter dollar amounts for distributions shown above on lines 15 through 16 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10) SCHEDULE J BENEFICIARIES (Part 1,Taxable Distributions) ESTATE OF; Gladys 1. Halteman 01113/2014 191-52.5100 Item Name and Address of Persons) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) {$$$) 1 Alvin W. Halteman Son 1113th Residue 22,061.52 307 Run Road Carlisle,PA 17013 2 Dale W. Halteman Son 1113th Residue 22,061.52 236 Halteman Lane Sligo, PA 16255 3 Dan W. Halteman Son 1/13th Residue 22,061.52 3681 Enola Road Newville,PA 17241 4 Edwin W.Halteman Son 1113th Residue 22,061.52 40 Waterloo Rd. Carlisle, PA 17013 5 Nelson Wadei Halteman Son 1113th Residue 22,061.52 18986 Smith Valley Rd. Mapleton Depot, PA 17052 6 Nevin R.Halteman Son 1113th Residue 22,061.52 671 Old Mill Rd. Newville, PA 17241 7 Willis A.Halteman,Jr. Son 1113th Residue 22,061.52 209 Dunhaven Dr. Mocksville, NC 27028 8 Leah Faye Horst Daughter 1113th Residue 22,061.52 4300 Knopp Rd. Columbiana,OH 44408 9 Sarah Jean Mullet Daughter 1/13th Residue 22,061.52 913 McClune Rd. New Bethlehem,PA 16242 1 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Gladys I. Halteman 01/1312014 191-52-5100 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 10 Esther Mae Reinford Daughter 1113th Residue 22,061.52 328 Pine Road Mount Holly Springs, PA 17065 11 Rachel Ann Weaver Daughter 1/13th Residue 22,061.52 38336 St Rt 558 Leetonia,OH 44431 12 Emma Jane Wile Daughter 1/13th Residue 22,061.52 2002 Ritner Hwy. Shippensburg, PA 17257 13 Lois Marie Witmer Daughter 1/13th Residue 22,061.52 170 Kerrsville Rd. Carlisle, PA 17015-9409 Total 286.799.76 2 i � I . i _ WILL R[CG'%ED OFFiC OF OF ECISi'R OF V!ILLS GLADYS L HALTEMAt 19 FEB 7 FM 12 25 1, Gladys 1. Halteman, of Cumberland County, PennsylvcaAii�-A' rh confidence in my Heavenly Father, who is Almighty God, and trust in His Son, mjo kPW,414& Sa`V '•TJesus Christ, who died for nay sins upon the cross and rose again to justi16UVS2Iict9lQ fag Ctp;7gal life, do hereby revoke my prior wills and codicils and declare this to be my will: GIFTS ARTICLE L Personal and Household Effects: I give all my clothing, furniture, automobiles and other articles of personal or household use, including insurance on that property: A. To Husband: To my husband, Willis A. Halteman, if he survives me by 30 days. If he does not survive me by 30 days, I give all that property B. To Children: To those of my children who survive me by 30 days to be divided cis they may agree. In the absence of agreement the division shall be made as my executor may think appropriate. My executor may choose for a minor child and distribute the property to the minor or to any person to hold for the minor. However, articles which my executor considers unsuitable for minors may be sold and the proceeds added to my residuary estate. ARTICLE II. Residuary Estate: I give the residue of my estate. A. To Husband' To nay husband, Willis A. Halteman, if he survives me by 30 days, or, i,{he does not survive me by 30 days, B. To Children/Descendants: In equal shares to those of my children who survive me by 30 days. However, if a child does not survive me by 30 days, but leaves descendants who survive me by 30 days, those descendants shall receive, per stirpes, the share the child would have received had he or she survived me by 30 days. ARTICLE III. Powers of Appointment: No provision of this will shall exercise any power of appointment I may have. Will Of Gladys I. Halteman n/ G.I.H.��• �"i Page 1 TAX PROVISIONS ARTICLE IV. Death Taxes: All federal, state and other death tares payable because of my death on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my probate estate so that the burden falls on my residuary estate. None of those taxes shall be charged ARTICLE V. Tax Options: 1 authorize my executor to exercise any options available in determining and paying any taxes in my estate, and to allocate my generation-skipping tax exemption. These decisions may be made without requiring adjustments between income and principal. The decision of my executor shall be conclusive upon all persons concerned. ARTICLE VI. Beneficiaries Under 21: Any property passing under this will to a person zrnder 21 years of age shall be paid to his or her parent as custodian for that beneficiary under the Uniform Transfers to Minors Act of Pennsylvania. If his or her parent for any reason fails to qualify or ceases to act as custodian, my executor shall appoint the custodian in his or her place. ARTICLE VII. Protective Provision: To the greatest extent permitted by law, before actual payment to • beneficiary or to his or her account no interest in income or principal shall be assignable by • beneficiary or available to anyone having a claim against a beneficiary. ADMINISTRATIVE PROVISIONS ARTICLE VIII. Manazement Provisions: 1 authorize my executor to: A. Retainf invest Retain and invest in any.form of real or personal property anywhere which, in my executor's opinion, is appropriate for my estate, without being required to diversify; B. Compromise: Compromise claims and abandon any property which, in my executor's opinion, is of little or no value; Will Of Gladys I. Halteman / G.I.H. .7 t Page 2 ,I - � � � I C. Borrow: Borrow from anyone and pledge property as security for repayment of any funds borrowed; D. Sell/Lease: Sell at public or private sale, exchange, lease or lend for any period of time, any real or personal property, and give options for sales or leases; E. Capital Changes: Join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and delegate discretionary duties with respect thereto; F. Distribute: Distribute in cash or in kind and allocate specific assets among the beneficiaries (including any custodianship) in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. The powers, authorities and discretion given under this document shall be in addition to those granted by law, shall continue until the distribution of the property, and shall be exercisable without court authorization. Any discretion under this will - if exercised or not exercised in good faith - shall be conclusive upon all persons concerned. ARTICLE IX. Miscellaneous: If my spouse and I die under such circumstances that it is impossible to determine which of us survived, it shall be conclusively presumed and this will shall be construed cis if my spouse had survived me. FIDUCIARIES ARTICLE X. Executor: I appoint my spouse, YVillis A. Halteman, executor of my will. If my spouse fails to qualify or ceases to act, I appoint Alvin W. Halteman and Esther Mae Reinford, or the survivor of them, executor. I direct that: A. Resignation: Any executor may resign at any time without court approval. B. Successor Fiduciary: If for any reason and if at any time a further successor or- on additional executor is needed, the last executor in office shall have the right to nominate one or more individuals and/or a corporate fiduciary (such as a bank or trust company) as an additional or successor executor. C. Gender/Plural: wherever appropriate, the masculine gender may include the Will Of Gladys I. Halteman Page 3 feminine or neuter, and the singular may include the plural, and vice versa. D. Bond No executor shall be required to give bond or security in any jurisdiction. E. Compensation: Any corporate executor shall receive compensation in accordance with its standard schedule of fees in effect while its services are performed. No individual executor who is a beneficiary under this document shall receive compensation but shall be compensated far any out-of-pocket expenses incurred. Dated .2 '2 e l! ahem On the date indicated above, in our presence, Gladys 1. Halteman signed this document, and declared it to be her will. At the request of Gladys 1. Halteman, and in her presence, and in the presence of each other, we hereby sign our names as attesting witnesses. Witness Address �Ph�afa Pit wi6iess Address Will Of Gladys I. Halteman n� G.I.H. t+ Page 4 SELF PROOF OF I1ILL State Of Pennsylvania County Of Lebanon l YVe, /�aran S {�ursf 5ril✓ia art 4 and Gladys 1. Halteman, the witnesses, and the testatrix, respectively, whose names are signed to the foregoing will, being first duly qualified according to law, do hereby declare to the undersigned authority that the testatrix signed and executed the foregoing instrument as her last will in the presence and hearing of the witnesses and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, and each other, signed the will as witness and that to the best of their knowledge, the testatrix was at that tare eighteen, years of age or older, of sound mind and under no constraint or undue influence. Gladys L Halteman Witness Witn-sd s Subscribed, sworn to or c armed, and acknowledged before me by the above-named testatrix and by the w' s s whos antes ap ear opposite on 7-2 Z—F a ' tary Publi w Lam , il c (Notary Public - Printed Or Typed Name) t,. Notarial Seal flaoda!I A4. Fischer,Notary Pubic . Mi!Icreek T.vp.,Lebanon County - -_ My Commissicn Expires A.pr,5, 1993 Member,Pennsylvania Asswafon of Nafanes - Will Of Gladys I. Halteman Page 5 ,, ' i 6 issue dt'� '� AgChoice Farm Credit, ACA Member Equity Conversions, Transfers and Retirements •object to the Farm Credit Act of 1971, as amended, and the Bylaws of this Association. I/NJe hereby request ,gChoice Farm Credit, ACA to: `_) convert 7 Transfer 0 Retire #Shares Year $Amount #Shares Year $ Amount ;hares A Stock Common: Shares A Preferred: 57 various $285.00 ;hares B Stock: Shares C Stock: I Participation Certificates_ C Participation Certificates: )ividends Payable: Patronage Dist. Payable: $13.30 Vlocated Surplus: Earn. Res. Stock Div. $3.28 Include All Current And Future Equities !�i Yes : No apply proceeds to: (check where applicable) ❑ Outstanding Indebtedness,including interest and other charges; ❑ Purchase Class A Stock Preferred ❑ Purchase Class C Stock ❑ Purchase Class C Participation Certificates [( Pay In cash Transfer From Enter Member Name and Number Transfer To: Enter Member Name and Number Pay to: Estate of Gladys 1 Halteman WITNESS: (For Each Member Signature) Willis Halteman -deceased Member Signature ,1 Gladys I Halteman -deceased Member Signature Alvin)W Halteman Member Signature Esther Mae Remford t, Member Signature FOR ASSOCIATION USE ONLY Approved by: Date: Reason For Selling: Date: Reported to Board Check Number: Date Check Issued: A-126(4/1106) ® M TBank 499 Mitchell Road.Millsboro.DE 19966 Adjustment Services Phone 888-5024349 Fax (302)934-2955 March 19,2014 Salzman Hughes,P.C. Attorneys at Law 354 Alexander Spring Road, Suite 1 Carlisle,PA 17015 Re: Estate of Gladvs 1. Haltennan Social Security: 191-52-5100 Date of Death: January 13, 2014 Dear Sir or Madam: Per your inquiry on March 10, 2014,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: I. Type of Account Checking Account Account Number 40382257 Ownership(Names ofi Alvin Haheman(POA) Gladys 1. Halteman Esther M Reinford(POA) Opening Date 0112811975 Balance on Date of Death $ 11,089.00 Accrued Interest $ .00 Total $ 11,089.00 For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, please call the High Street Carlisle at 717-244536. We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not include anv accounts in which the deceased may have been listed as Power of Attorney,Custodian of Uniform Transfers, Representative Pay",or Trustce under a Written Agreement Sincerely, Valarie Mercer Records Management 06/06/2002 05:47 FAH 2157237433 001/001 i 1 THIS INSTRUMENT CERTIFIES,That 1, Elvin M Martin,356 W Reliance Road,Souderton,PA 18964 provided a note to Gladys Halteman for the amount of Two Hundred Eighty Five Thousand Dollars ($285,000.00),on November 18,2013. 1 will pay Interest for the amount of$2,315,62 on February 18, 2014,and on each 3 months Interval thereafter,