HomeMy WebLinkAbout04-04-07 (2)
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15056051047
REV-1500 EX (06-05)
PA Department of Revenue *'
Bureau of Individual Taxes
PO BOX 280601
Harrisbu ,PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Date of Birth
Decedent's Last Name Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Return
c::::>
2. Supplemental Return
c::::>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c::::>
4. Limited Estate
~
~. 6. Decedent Died Testate
(Attach Copy of Will)
c::::> 9. Litigation Proceeds Received
~ 4a. Future Interest Compromise (date of
death after 12-12-82)
'C:) 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c::::> 10. Spousal Poverty Credit (date of death c::::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
o
8. Total Number of Safe Deposit Boxes
Correspondent's e-mail address:
Under penalties of perjury, I 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 other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE PERSON RESPONSIBLE FO RETURN DATE
MW
W
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
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15056051047
15056051047
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REV-1500 EX
Decedent's Name: ~ l.1'I\-\
RECAPITULATION
15056052048
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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 & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) c:::::) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::::) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subjectto Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - 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_
16. Amount of Line 14 taxable
at lineal rate X.O ~
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
Decedent's Social Security Number
15.
16.
17.
19. TAX DUE.... ... .. .. . ........ ... ... ... .. ........ . . .. .. .... ...... .. 19.
18.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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15056052048
Side 2
c:::::)
15056052048
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
RUTH H WIG~~R.
STREET ADDRESS
000 CLARe f}o\l)tJT R'D
~mZlUT ~URS1 klG AtJ.o R.-r-ttlte,/L
CITY
File Number
~OO7 - ([)OO75
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
d.88.Y;F>
l 4-. 4-~
Total Credits (A + B + C ) (2)
3. InterestlPenalty if applicable
D. Interest
E. Penalty
11+ .if ';;t
Total Interest/Penalty ( 0 + E )
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.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
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;.......................................................................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ D t8l
c. retain a reversionary interest; or.......................................................................................................................... D ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D E
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.. i!&~.~.---~~---.m _IIL____ II~.I".I.__._
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (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 twenty-one 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 zero (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 four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (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.
~....\~ .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
RUT" '" WI G h E-~
FILE NUMBER
~oo7 - 00075
M~M13~~g \<;;T Feu
SQ(!)O 4)\Jl5E DR.
~~CHAtJ\C5.B O~Glf1\ /70.55
A-a::r tu~ loCo hSlf
S ft\J I NG So d-5,O'f
mOIJ F:Y MAfJAC;;E{1.EtJr" b 7 ~ I ,37
TOTAL (Also enter on line 5, Recapitulation) $ b 7 a.. If-I
(If more space is needed, insert additional sheets of the same size)
Send Inquires to:
5000 Louise Drive
PO Box 40
Mechanlcsburg, PA 17055
www.members1st.org
Main Switchboard: (717) 697-1161 or (800) 283-2328
EZ Call: (717) 697-4372 or (800) 283-4372
TOO: (717) 697-5312 or (800) 283-2328 ex!. 5312
TeleBranch: (717) 795-6049 or (800) 237-7288
@
MEMBERS 1st
FEDERAL CREDIT UNION
16996 1 AV 0.293 16996-16996
1111111'1111111111111.111"111.1.1....11..1.1...1.1'111.1...11
RUTH H WIGGER
1123 BALDWIN ST
MECHANICSBURG PA 17055-4466
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Statement of Accounts
Sep 25, 2006 thru Dec 24, 2006
Account Number:
106684
Account Balances at a
Checking:
Savings:
Certificates:
Loans:
Money Management:
Glance:
0.00
25.04
0.00
0.00
6,750.02
Page: 1 of 1
Reminder - 10991NT's are not included with your December statement. Please
read the enclosed insert for additional information.
SAVINGS ACCOUNTS
00 - REGULAR SAVINGS
Date
Sep 25
Dee 24
Transaction Description
Balance FOlWard
Ending Balance
Additions
Subtractions
Balance
25.04
25.04
05 - MONEY MANAGEMENT
Date Transaction Description
Sep 25 Balance FOlWard
Sep 30 Deposit Dividend Tiered Rate
Annual Percentage Yield Eamed 2. {)()(}% from 09/01/2006 through 09/30/2006
Oct 31 Deposit Dividend Tiered Rate
Annual Percentage Yield Eamed 2. {)()(}% from 10/01/2006 through 10/31/2006
Nov 30 Deposit Dividend Tiered Rate
Annual PercontEJgo 'r"'cld Eamed 2.00{}}6 from 11/01/2006 tf1rougl7 11/30/2006
Dee 24 Ending Balance
Additions
Subtractions
Balance
6,716.81
6,727.74
10.93
11.31
6,739.05
10.97
6,750.02
6,750.02
YTD SUMMARIES
TQTAL DIVIDENDS PAID
00 R~GULAR SAVINGS
05 MONEY MANAGEMENT
0.00
113.03
Total Year To Date Dividends Pard
NOTE: Total includes closed shares
113.03
Don't forget about our new Member Loyalty Rewards Program.
The more pfoducts you have with us, the more benefits you'll receive.
Ask an associate for details or visit our website at www.membe~s1st.org for details.
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0000106684 WIGGER, RUTH H Transaction Summary 02/02/2007
Post Date 10 Eft Date Transaction Balance ... Int/P... Fees _~~w ~Iance. De~~iption/Pmt__pJ:~Y~~~~_C1~Il:l_
02/02/2007 S 05 02/02/2007 Check Received 109.48
02/02/2007 S 05 02/0212007 Check De... 1 09.48 0.00 0.00 6,882.22 6,772.74
01/31/2007 S 05 01/31/2007 %% APY Earned 2.00% 01/01/07 to 01/31/07
01/31/2007 S 05 01/31/2007 Dividend ... 11.37 0.00 0.00 6,772.74 Tiered Rate 6,761.37
12/31/2006 S 05 12/31/2006 %% APY Earned 2.00% 12/01/06 to 12/31/06 f6,761.3V Tiered Rate
12/31/2006 S 05 12/31/2006 Dividend.. . 11.35 0.00 0.00 6,750.02
11/30/2006 S 05 11/30/2006 %% APY Earned 2.00% 11/01/06 to 11/30/06
11/30/2006 S 05 11/30/2006 Dividend ... 10.97 0.00 0.00 6,750.02 Tiered Rate 6,739.05
1 0/31/2006 S 05 10/31/2006 %% APY Earned 2.00% 10/01/06 to 10/31/06
10/31/2006 S 05 1 0/31/2006 Dividend ... 11.31 0.00 0.00 6,739.05 Tiered Rate . 6,727.74
09/30/2006 S 05 09/30/2006 %% APY Earned 2.00% 09/01/06 to 09/30/06
09/30/2006 S 05 09/30/2006 Dividend ... 10.93 0.00 0.00 6,727.74 Tiered Rate 6,716.81
08/31/2006 S 05 08/31/2006 %% APY Earned 2.00% 08/01/06 to 08/31/06
08/31/2006 S 05 08/31/2006 Dividend.. . 11.28 0.00 0.00 6,716.81 Tiered Rate 6,705.53
07/31/2006 S 05 07/31/2006 %% APY Earned 1.93% 07/01/06 to 07/31/06
07/31/2006 S 05 07/31/2006 Dividend ... 10.86 0.00 0.00 6,705.53 Tiered Rate 6,694.67
03/01/2005 545 03/01/2005 Withdraw... -16,564.38 233.55 0.00 0.00 To Share 05 16,064.38
......
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Page 1
REV.1509 EX + (1.9n
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SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
---RlFrtf
\-\
W I h f; E- 12...
FILE NUMBER
~co 7 - D007.s
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A'E'DWA~t> M WIGG~R.. ~ llC).3 131\..OWltJ sr McC#A-~lCSWRb/PJ117l!S5
SoN
B.
c.
JOINTLY -OWNED PROPERTY:
ITEM
NUMBER
LETTER
FOR JOINT
TENANT
DATE
MADE
JOINT
DESCRIPTION OF PROPERTY
Include name of financial institution and bank account number or similar identifying number. Attach
deed for joinUy-held real estate.
Ve-~cl G...., BIc tJ I:::. ~ 1108170 5303
7'fB t, 5\ MfsotJ ~ ~p
"'~~AtJlCS'BU~S 1,. fA 17055
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INTEREST
DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1.
A.
\ (,64 102'1
50
83;2 .1'+
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8>zg. + l
~t:~ Sovereign Bank
STATEMENT OF ACCOUNTS
.. '-
1-877-SQV-BANK (1-877-768-2265) www.soverelgnbank.com
statement Period 12/15/06 TO 01/15/07
GENERATION CHECKING
CENERATION CHECKINC Statement Period 12/15/06 - 01/15/07
RUTH H WIGGER
EDWARD M WIGGER JR
Account # 1681705303
Balances
-
-
-
-
-
-
-
-
-
-
Earned this Period
$0.06
Paid Last Year
-
-
-
-
-
-
-
-
-
Interest .
$0.66
-
-
-
-
*The interest earned and the interest paid may differ depending on when interest is credited to your account.
-
-
-
-
-
-
-
-
-
-
Checks Posted
Check # Date Paid Amount Reference #
958'~1l!{1112J29;~::~1IDK~;$802:5~r;;f'668079580'
Check # Date Paid
959 12127
Amount Reference #
$20.00 696791860
-
-
'"'--
-
-
-
-
-
-
-
-
2 Check(s) Posted = $822.52
An asterisk (*) indicates a skip in sequential check numbers which may be caused by one of the following:
. A check not yet received
· A check that was converted to an electronic transaction, which will be listed in the "Electronic Checks Posted"
section below. If no checks were electronically converted, this section will not appear.
Account Activity
Date Description
12-15 Beginning Balance
Additions
Subtractions
Balance
12-29
WESTMD CO PENS
PAYROLL 061229 3390
$278.28
$1,485.53
~~6~~!_~<~n~~~~~ -
$1,743.81
US TREASURY 303
SOC SEC 010307
ASSA
page 3 of3
1681705303
.REV-1511.EX+ (12-99) _
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
_~l1Tli H
WIG G '-1l
Debts of decedent must be reported on Schedule I.
FILE NUMBER
.;JoO 7 - Q:)O 75
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. 104-,OD
!U~I A l CL6ftt~ g -4::,DliL5;
Fu~ R'E:f-F..~ M'EM' S -- GCOD S+t~pHfT2-p C-li u ~CJ1 ;).00 tOO
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name 01 Personal Representative(s)
Social Security Number(s)/EIN Number 01 Personal Representative(s)
Street Address
City State _ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (II decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _ Zip
Relationship 01 Claimant to Decedent
4. Probate Fees
(O~ &00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ LtbL No..
(II more space is needed, insert additional sheets 01 the same size)
. .REV-1512.E~+ (12-03) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
JlJT'H K WI GG=;~R OlOO7- 00075
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
CL/\ 'J2...~ Mot--tT N\J~S I tJG AND ~ E HfrU l'1..ttrlffibV C~ R
lcoo Cl.A~'i: !y\t>(\JT ~'D CARL l SL-'e- ) PA [70 L 3
~o~)1\ t :aoft~:t;) :rAN 1-7 J ;;;007
8oa.5~
TOTAL (Also enter on line 10, Recapitulation) $ 8~. 5 ~
(If more space is needed, insert additional sheets of the same size)
LAST WIJ.lL AND TESTAMENT OF RUTH ~ WIGGER
I, Ruth H. Wigger, of the Township of Hempfield, County of
Westmoreland, Commonwealth of Pennsylvania, do hereby maIte and
I declare this as and for my I.last Will and Testament , hereby revok-
ing' any and all Wills heretofore made by me in manner and form
as follows: .
,\ lnnST: I direct my Executor hereinafter named to pay any
just debts and funeral e::l:penses as soon as conveniently possible
after my decease.
SECOND: I give, devise, and bequeath all my Estate includ-
ing real estate and personal property unto my beloved husband,
Edward lVI.. Wigger. Provided, however, that should my beloved
husband, Edward M. Wigger, predecease me, then I hereby give,
devise, and bequeath all my Estate including real estate and
persona.l property unto my two children, Edward M. Wigger, Junior,
a.nd ltuth Ann Wigger, to be divided between them equally, share
and share alike.
'I'Hum: I nominate and appoint m.y beloved husba.nd, 15dward
M. Wigger, Executor of this my Last Will and Testament to serve
without bond or bonds. However, should my beloved husband,
Edwa.rd M. Wit~mer, predecease me, then I hereby nominate and
I appoint Hobert It. . M.arquis R~.uJ. to be the E::1t:ecutor of this
my JAlSt Will and 'l'estament, 1e also to serve without bond or bonds.
J?OUItTII: In the event that my beloved husband, Edward M.
Wigger, should predecease me, and should my children, Edward
M. Wigger, Junior, and Huth Ann Wigger, or either of them, be
a minor at the time of my decease, I hereby devise and b,9CJ.ueath
their equal share of my Estate, both l~eal, personal 3nd/mi:::ced,
and of whatso~ver kind and wheresoever situate to n,obel't It.
Ma.rquis ' f'(_1i.l S:- , the J1:xecutor hereinabove mentioned, HI
'l'HUS'r, NEV]mrl'U~;-'l'O MANAGE, LEASJl:, VImrI', AND REI NVEST THE
SAME, and after paying all e2cpenses incident to the management
of sa.id trust, to pay the illCOlUO therefrom, quarterly, to my
two children, Edward M. Wigger, Junior, and Ruth Ann Wigger, for
the duration of their minority, and upon their rea.ching the
age of twenty-one years, I hereby direct that the residuum of
the trust ~state be distributed to them, absolutely.
FIFTH: I hereby confer, in addition to the powers invested
ill fiduciaries by law, the following powers upon my Trustee and
his survivor:
i,
I:
a. To allot, transfer, assign, alienate, care for,
collect, contract with respect to, convey, convert,
deal with, dispose of, enter into, exchange, ho~d,
improve, invest, license, lease, manage, encumber,
mortgage, grant and e:g:ercise options with respect to,
take possession of, pledge, protect, receive, release,
repair, sell, sue for, and, in general, to do any
and every act anu things, and to enter into aud carry
out any and every agreement with respect to any and
all of the property forming part of my Estate, or
wIdcll. may from time to time comprise the same or any
tJ~tlsts hereunder, real, personal or mi:iced, as he
would have the right to do if he were the individual
owner thereof, and as he may deem in the best
interests of the beneficiarj.es under this will, without
being li1111 ted in any way by the grant of the specific
powers hereinafter mad.e.
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b. '1'0 se 11 a nd dispose. of any a..nd all of the property,
real, personal or ml.~ted, forming part of my J.!:state
or which may from time to time comprise the same
or any trusts hereunder, at such prices and upon
such terms, at public or privr~te sale, as may seem
proper, ,in the sole discretion of my Trustee
(with the right to receive back a. purchase money
mortgage in the case of a. sale of real estate) to
such person or persons, and to convey to the pur-
chaser or purchasers thereof, free of any liability
as to the a.pplication of the purchase money
and free from p.ny trusts hereunder.
c. '1'0 invest and reinvest in stocks (conunon or pre-
ferl.ed), bonds, and other securities or investments,
as he in his discretion shall deem best, without
in any wa..y being 11mi ted to 80-ca.11e<1 legal invest-
ments under the laws of the Commonwealth of
Pennsylvania or any other jurisdiction.
d~ To retain without liability for loss or depreciation
resulting from such retention, any property, real,
personal or mixed, which may at the time of my death
comprise my Estate, whether or not the same are
legal investments for 'frustee or other fiduciaries
under the laws of the Commonwealth of Penllsylvania
or any other jurisdiction, for such time as to him
shall seem best.
e.
To reduce the interest ra.teo! any
or other obligation constituting a
Estate or the trusts hereunder.
boud, mortgage
part of my ;'
.I
/
f. 'fo <;ontinue mortgages or other obligations after
maturity, with or without renewal or extension.
g. To lease any real property which at any time Dlay
form part of my Estate or the tl'usts hereunder,
under such terms and conditions and for such a
period as to him may seem best, even though such
period mayor will extend beyond the period of the
duration of any trust hereunder.
h. 1'0 set up reserves out of income for taxes and
assessments of all kinds, insurance, repairs and.
general upkeep of buildings.
i. '1'0 purchase investments at a pl~emiUlll or at a dis-
count, a.ud to d.educt said premiums from principal
or income, and to credit such discounts to principal
or income as he ma..y deem proper.
j.
To take part in a.nd a.pprove the plall for any
reorganization, merge~, consolidation or dissolution
of any corporation or association, the securities
of which now or hereafter form a part of the
priucipal of my J~sta.te or the trusts hereunder; to
take any securities issued in place of those at any
time held under this Will as the result of said
reorganizatiou, merger, consolidation or dissolution,
and to subscribe to stocl'~ or bond privileges.
1"
.. .
'1'0 retain in the form of cash any and all of the
principal of this trust at the sole d:iscretj.ol1 of
1Il)' Trustee for any leilgth of time in the event
he is of the opinion that there is no proper
marJtet fOl' investmellts at that time.
... 2 -
:1
1. To treat as income all stock dividends, rights to
subscribe to stock or other privileges issued by
corporations whose stocl\: is held by trustees.
m. To pay to the beneficiaries of this trust during
their minority any part or a.ll of the trust
principal as he, in his discretion, may consider
necessary a.nd advisable for the benef! t of the
beneficiaries.
n. l!~or the purpose of investment or a.ny other purpose,
Ii during the pendency of a.uy of the foregoing trusts
Ii as to any share of the corpus thereof, and after
I termination of all of said trusts for the purposes
of division and distribution, in her absolute
discretion to sell and convey any of my residuary
real estate or any other real estate which may at any
time form part of the trust estate.
this
IN WITNE~ WlIErmOJ!' I have hereufto set DiY hand and seal
/5~ day of )~k~Jlj_,- ,1952.
Cf?at;;r/ ~#' (SEAL)
Ruth H. Wigge ... .
WI'rNESSES:
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Personally appeared before us the ulldersiglled, HU'l'H H. WIGGEH.,
.! who declares this to be her J....ast Will and Testament, and she
signed the above and we signed the above in her presence and in
:. the presence of each other.
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CODICIL
I, RUTH H. WIGGER, of the Township of Hempfield, County of
Westmoreland and Commonwealth of Pennsylvania, do hereby make and
declare this as and for a Codicil to my Last Will and Testament heretofore
prepared and executed by me on the 15th day of March, 1952, and which
Will was witnessed by Ruth Book and Wilbur H. Book, in manner and form
as follows:
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FIRST: I hereby declare paragraph THIRD of my Last Will and I
Testament to be null and void and hereby change the same to read as follows: \
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"THIRD: I do hereby nominate and appoint my
belovid husband, Edward M. Wigger, Executor of this my
Last Will and Testament to serve without bond or bonds.
However, should my beloved husband, Edward M. Wigger,
predecease me, then I hereby nominate and appoint my son,
Edward M. Wigger, Junior, to be the Executor of this my
Last Will and Testament, he also to serve without bond or
bonds.
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SECOND: I hereby declare paragraph FOURTH of my Last Will
and Testament to be null and void and hereby change the same to read as
follows:
FOURTH: In the event that my beloved husband,
Edward M. Wigger, should predecease me, and should my
daughter, Ruth Ann Wigger, be a minor at the time of my
decease, I hereby devise and bequeath her equal share 9f
my Estate, both real, personal and mixed, and of whayso-
ever kind and wheresoever situate to my son, Edward M.
Wigger, Junior, the Executor hereinabove mentioned, IN
TRUST, NEVERTHELESS, TO MANAGE, LEASE, VEST,
AND REINVEST THE SAME, and after paying all expense s
incident to the management of said trust, to pay the income
therefrom, quarterly, to my daughter, Ruth Ann Wigger,
for the duration of her minority, and upon her reaching the
age of twenty-one years, I hereby direct that the residuum
of the trust estate be distributed to her, absolutely.
IN WITNESS WHEREOF, I, Ruth H. Wig.ger, have t9..this a Codicil,
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to my Last Wlll and Testament dated the 1.~'~-1 'TC day 0 r.:A..(.(..q(_<'~:li\
1960, subscribed my name and set my seal. / i
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''"~'Rui:.h H. Wigger (, ii'
RESIDING AT
(SEAL)I
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WITNESSES:
Personally appeared before us, the undersigned, RUTH H. WIGGER, who
declares this to be a Codicil to her Last Will and Testament, and she signed
I the above and we signed the above in her presence and in the presence of
II each other.
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