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HomeMy WebLinkAbout04-04-07 (2) ~ 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 L 15056051047 15056051047 --.J -I REV-1500 EX Decedent's Name: ~ l.1'I\-\ RECAPITULATION 15056052048 ~ ~ 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 L 15056052048 Side 2 c:::::) 15056052048 --.J . .. 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 ..- ---- .....= ..... - <TO ...- ..... - .. 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. t .. 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 ...... .......... Page 1 REV.1509 EX + (1.9n ~ "w 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) _ '. '* 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. \ ,0) --, f \ - 1 - 'l \! \: I. ;1 ;, \: I' J ;1 r2-11 {j . 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: <, ~~ i~lI~ / / " ! 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. ! ~.~ sJ~ --tI ~~ Ii rJ ) (yf kill - 3 - . 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: i I I i I I ! I 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: \ I "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. I I I I I , i I I . i ! I i 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, . ,?),"""} f f / < , I 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 '7'" I ,/'//j ~/ .,' . J . .'~' ~:./1 t / . CtZ/ V /';:::'<:. ''"~'Rui:.h H. Wigger (, ii' RESIDING AT (SEAL)I I I I i I I i I 1 I I(J (; t.. I ')'1\ Il".'I,. t(ll'O~\i'~ I I t. \'/ 4J f:.J ",. ,a [, \r c. }....... :'.(.. /1..-..., 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. II ~. , I 1\