HomeMy WebLinkAbout04-17-07 (2)
..J
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
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
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
c:::::)
-
c:::::) 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 Tele hone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
~
8. Total Number of Safe Deposit Boxes
c:::::)
...".,.,.
c-
~ '!...,-,
~2
~
/.
C
C
~.
j..:
"...<i
r....,)
If;
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 OF RSON SPONSlBLE FOR FILING RETURN DAT
~
ADDRESS
,n7n /5Eu/Lr:J~ersr- /!A'7f?E-l:fl-c=;. /Al-
~~~~
If ADDRESS -P',4-
,rev .d'a:..I/~tS\?& ~ CYhf!ur4~ //7'
PLEASE USE ORIGINAL FORM ONLY
//;0/8
D;Y
.'~~6
I?tJr. 5
Side 1
L
15056051047
15056051047
--.J
OS/29/2007 14:36 717-772-0412 PA INHERITANCE TAX
.Apr 16 07 D5:2Sp Ho.~rd~~ Rcccun~int 7177767700
PAbt. tJ~/tJ:L
p.3
...J
]'SDSbDS2011~
~.......IIMLJer
RICAPITULA'tION
G
cTr~
DecedMl's Soc:III SecurI~ Numbel'
:....L;r;r;;.d.i[~~/..'.:
i.~l.'~::l:j .'';' . . ...!t .J
RIV.1500 ex
", _.....~.- ~--~::"~~~.-'Ar'''li-'''''~-\
1. RI'!e1..lalIl (Sched\IIe "). ... .. . ...... ..... .. ....... .. .. ,. . , ..... 1. ~.;..~~~- w..J~~
2. SlOCICuncllJonds(SchedU18!1I................................... ./. ;.;'. ~~SL~~>-t::'
. :~. . ~.,. ".:' :' .:: :'~:"~ l' ~ .,.~. -\;
3, CIclMIV....1lI Cotporllllon. P.merIftID fJI' Salll-PfOCll'lIlcIrShID (Sct\edU18 Cl . . . .. 3. ~....~ ~J',,""jr~~~
. . 4 ,~'.,'." ~J, i _1_1.-t. ;;
4, MangeaP & NOIl!S Rec:9V8b1lt (Sclw~ D). ..' , . .. ... .. .. ..... .. . . ... . .- -.:-.:.{.....,I.(.. h~~:rt~,.~:.;..,..Z{~:.'
_~-; .~ .:~u!~l~J ~~'i
S. Cash, BIIrlk~" ~ll!OUC PersoMlPropP..,., (SChedUle 1:) '...., .~.:' .' '" '.' :.;.~. p.~7.(~~l~:';.7!~6:..J~1.<
e. Joinlly 0wllC0 Propcfrty I~ J!) C) Sep.\lr:Jle 8l1IIng Re4llsted . . . . , .. 8. ',~. ::' ~""';':~":' ~'!~~"~~i
7. ::'=J;--ers&~~=~~ted...." .~.~L(.~.:(~~l~~~<'
(a '. .~ . t"" L , ,~.., ~ '~,
a. ToIaIGrw..MMts(1olaII.I".'1-n............,...................... So. .. :.j. :.. - .~~ ..:
9. F.-r.al ElCpeF1SelI &AdnriniShli\lll COSIS (Schedule H) .... ...... ........ .~ -. ~...>, ~i~..'" ..2~at2~
10. t),1* 01 Decedent. MOrtgege LiI....... lUens (SCfteduIe I' ..............? 'r'}~l..J.' '. ~""i'I?a:~
;.;,'; "'~:~'l"~'~ 'k' . '.).r '~;;r-""":
11. To"l D~duc:daM (mllII un. 9 & 101.. .' ..... .... ..... .. .. . .. .... .... '1. ';... .. ~..,' '" .:t. ,1'~ .'. ~?; ~
; ., .~~. ~""r:r. -. I "'t~. ..,~ .~t'~
'2. N4t "-1- Df &... (Line. rI'liIIur: Line 11) . . . . . .' ...................... 12. ~ >.t.! -::;;; .I1.,~1. QiC ~ ·
. .c. ",."F _, _ i..( .~~~~ "r'- ,-. 1~. ......,
13. ChariCabl..ncI~IUequnl8lSKI113ilUSt&for~ : ,.~ ' ':" '(' ;" r"'~ (, .::,....." .'; :
an I'!IecIlan to ... hII. nut '-" ..... CSchefNe J) . . . . .. .. . . .. ' . .. ... ... 13.;'. .> .. ..':.....:.~ · ~ I bt"
".". :...~,~..,.....~-..., .-- ....!-.~ . '.'"
14. Net VI"" Su"'- te ,... (Unlt 12 mInu8 line 13) ..... . .. .. .. .. ... .. .. . 1... ... ..:: .: l ~ ..V ~(G(. ~., -... ~ '.
TAX COMPUTAY1OM . 81& INI'ntUCT1ONS FOR APPl.1CIdIl~ RAT1!!S
16 Amount d L."., 14 tttUble
81 lhe IJIIOUHlleIo ..Ie. or
Ir""'l1I unc:W S.c. 9116
(aX'.2)X .0_
16 =~~
17. Ar':'IOunt of line .. I. bIe
ollhlllng rol. )(
18, ArnDuIIt oIlirle f. ....ble
at COlI.... race X. 15
I :J I I( I O. rr b'
... . -t. .........-...._... ..~.~....._.-..- ..---...~.
15. ~ . ~ . j :. f t ~ ;! ~ .:
HI. .,~::.... i.-,lt.:,,~~.r;!t~(1;t.-:-..::
... . ..\..~,>.., ......Vr.~j.(,:....:,.:,..l:?~;:':(;.l;.
C I :. ;-Q .
17 . '. '..., . ;. , ~ I ~ '
. '..,.:"X ;r<tnl~""; ~~"; ./
1&. "", -; ... , '~'!'1r@2f~ :i /
.............19. ;... .,....:....J,. ;_,~~~d'I_.~ili,. '_12':
.
.
19. TAX OUE . . . .. ........................
20. fiLL 1M THE OVAI.. YOU ARE REQUIESTIMG" REFUND Of Nt OVERPAYMENT
~
Side 2
L
15051.0520"6
15051.052046
--1
;'
REV-1500 EX' Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
.~UfI6r g c-TJ2:5€
STREET ADDRESS
t?Z 'f I '/6-;j/" '/i ~ J77r~
"" l
^ l
o(b OL(f3
c/tIf/p"L{ J Le
I STATE h'
i r'/f
CITY
Tax Payments and Credits:
1, Tax Due (Page 2 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
J9 /~~ ~7
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 .81
b. retain the right to designate who shall use the property transferred or its income; .'......................,..................., 0 !:8
c. retain a reversionary interest; or.......................................................................................................................... 0 ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 .Kt
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ,gJ 0
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.
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. 99116 (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. 99116 (a) (1.1) (ii)]. The statute does not exemot 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. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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.
.~'m.._ '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
/-//1; e~ /c;.-
// ,,' I ~ ;/
B
C~C7(/
FILE NUMBER
;,Z / C~ C)t.r< y
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
1;<90 s/I71,?es ;:?/7f',.'1(Of.s /1/~T/C;f'''''L .:5%t:'/(
VALUE AT DATE
OF DEATH
;<&/ ~l, Pe>
TOTAL (Also enter on line 2, Recapitulation) $ ;.2..(p / G /. M
(If more space is needed, insert additional sheets of the same sizel
REV.1508EX+(1.97) '~
~ SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF
d.4LJ /1 ,,~ FILE NUMBER
rf/1/[I'r!/c-/ G Cj7~ ,f2..ro~ 01(/3
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with th . ht f . .
ITEM e ng 0 survIVorship must be disclosed on Schedule F.
NUMBER DESCRIPTION I VALUE AT DATE
1. C OJ /I Ir;::2? y;t&, 9 ,F jk /I,'{ J":?/.Zff(r OF DEATH
V/" 1.. JCJJ'(: '/ J
;Z e~ ~ ;'2r-;:2.?:Yo tr.9 Pr- ~t 8/b((K JJ-ycJ,8t)
S IfCCOttH/ #- :2n/CJ3YIJ;2.. J'tJ[/~6rGAf t:?;f-NI( JtJ95: 'PJ
't
/}tXCJtL If{/' -IF b:u:?:?~
e.-iTl2~ d'A7<r'I('
/~.IO
"
7
eV' .:FG~i(39~??
c ,(/ -tr G:'4 tr'..rzJ3' 9~ ~ ~
C ~ ;fF 6;;... '1'7 701( 7' I :z..
e(7/Z~S d'A7lrro(
el71ZC31lS 8,,1#/(
CI T/z.t;Sif5 5~(
6'rl/3" :3' Y'
J(.)9J: ~ ~
G IS 'l(; ;:2;:z.
......
J
TOTAL (Also enter on lineS, Recapitulation) $ 3 ~(C7:z$!..- ??
(If more space is needed, insert additional sheets of the same size)
REV.,510f)(. ('-in
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
;r/bf'A?~ r::;- ~/~
FILE NUMBER
5L1 6J6e'T I J
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSfEREE. THEIR RElATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DE CD'S EXCLUSION TAXABLE VALUE
--JUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE.
VALUE OF ASSET INTEREST IF APPLICABLE'
1. G' & IF CJ;2r I;z. <J g- (tl} ,;7- (
~fl-A - tJ r;, .?-tJ ~"",..f'J- lot:? ~ ~?~~J'-
tlrc;/lj~rA .../tL//1467(
@d'~ (9l4k~~/f<<(;-ff~
;2.. C- tI ~ ~ r I jIZ... 7 ff I ?;:1Z-( ~Jl-:Z'-,!JtP ft&9C,-J J /tJV p.c;~(; -J0
t7t:f;f/(/~ r.v 1/ 1/ /;1(-"'~rf
G/!Cift (9AJrf7V,1 5e?#
3 ctJ tFo;P-({P. ~fr 1-7 ~( J~p.~ ,?#/~ -t?-S- It?O .P&?rP ,J-
t:l ~A(I&&:-. vU/K~C~
ff;A~ ~/?~~J&4'
'( C<f~ tfJ~P.9~?~l( J ~p.4Jv 1tJ~-1$ fa; ItJ ~.1
5asrW' (pVA{~Re
G-~ ~&(p~-7(
J-- c.tP 1r t/~( ;<.98-11J-:;2.:3 f>:2;Z -({J ~ Itr3'~ .7? If%? 1038~. 7cJ=
sa; -rr- rt (!;/t(e;5
t;-;f'/17f/.cJ S ()~
6 ~ tt: & #-r::Z9? /1~-:z.. J- "- .PP-"-&C- 1tJ~.f? /t'tJ If) ~.E;
/f&~/h:4 hCl~J
M~- IIY Utc/
? /;(7,4- 4ecr-tr ,(,J'J~~O~ erC?;J';U;3? /80 'rG37~J?
/1fd;(r ~/? r!C/r:2:59 ...r ;::z;z~~
,iJ;f~G/C/~
. TOTAL (Also enter on line 7, Recapitulation) $ ~J'?'ilJh
"
y
""()
8
(?
(If mnrA ~n~~ Ie::: n~rtM ln~.o.rt ~l"Irilftnn~1 ~hoo+ro 1'\1 tho ro.........""" ro....",
REV-1511 !=X+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
;rr1/f'~rcr- B C-7-a-~
Debts of decedent must be reported on Schedule I.
FILE NUMBER
t9-1-Ot; t:)'(U
ITEM
NUMBER
A.
DESCRIPTION
1.
FUNERAL EXPENSES:
t5Gc;-C7f ruHC3J?A-L /r~C
;1(t?S"S ~~S
S~A'){(y .51## d~~N/
,e~l/ v~py ~t?r/~h4~
k/E;5r41'rl'f/rJ"7??f! C!-~725e y
61NG:~(eff ~tt9,-fI,.f?S
:A
3
'f
J
,
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
AMOUNT
J37t:. _.60
IOe;.. CO
3~, &t)
::ZOO.. tA::;::J
I rJ~... 00
t-(/IU: a?
TOTAL (Also enter on line 9, Recapitulation) $Il'f~ r: ~
(If more space is needed, insert additional sheets of the same size)
REV.1512 ex-(1.97) .
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
1/7frfl~;er @- C/~
}Z.
3
t(
J~
6
#7
g-
FILE NUMBER
;:2r . t?~ 0&(/3
DESCRIPTION
c.ttdt5~?~~
CC?t:/Ary
G-?JU'A//y
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
ett/Jttf C--;e?-~NIt7
//f'/f-S~A/'O' /f-Ssoc~
etM-f~ t/iS,4
501/ C/f6-fGA< {5/?-k.-( CSCltU/f-~ .5~ei?k'(ry ,,(cr-~rj)
tJb~CIL'6'ff or C~?(Sz.?
/,.,(1' ~L.
t/~--/
.---------- I------------------~-~---------_._--------------- - ---
AMOUNT
/36. co
16~~ oe;
~-~3
/-Of]-, ? I
[J-G;r-. ~
<?cJ.9o
9a,I3
i67,3&>
TOTAL (Also enter on line 10, Recapitulation) $ 1~.5"'?- ..3'.3
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
-". *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. ,!/ i ( -(C>t? (Ii Ault "e!z'7i
:~t/ #; ,tltdJ'I-C...5~:'* ~j
6, ';--;P~5t-C /">; ;-/cf:f ~Yf!t31-r@;'f.<l7ie'()r/t:tC~
~70 -;-c;...J'J/
~
/7
[..,-rP1/o./i 1/1/1''''"4- Jil,itrle"7f
;(!..t-l.f -"1,. 1/(t'4/.,--"L.eJC~ r{:J' {': l;t/t:. tJi.-C /JI! /~Jt'/Lf C;,t6ti (j:; tl#I'.504
JJrfAfIGL, ./di,t".v"c:;e
~'r? /./.: -it/v""l ,C<~Z /i:'f:J ('~47f!LI.5,t..[ /Wy I-/CrJ~ 0/cJt3fi G,.Gi1vifSC<<
- tt'J/.t.i/ /l{ 4!,.?&,z
:'ziT) At," d/t'dl/L-ESCJ!.,.iJ (YmuJu _ /01 I')c: l-:5 r:-:~f?f/d'4m1l~
"
/.,) . -.-.-"
ro ~~-,J,j
;2e '1 C: .J.3 ~
//7:;0-/;7 /7P
I{...-: ),;) t?'-- _ I {)
'-'
5eo7/ nC'lcc;,:J
;;V- S; 6't-7Jrl?~J S/ {;.f7('/-I5"~ rW /!t'I'J r;.>f'A---/f/r/SP,l/- /C)8;2.18
...
(J,1//!L-rJ nC/lfC""J
~V-Z:Ve#L3fcJ/ C!4?f!u,Ji-tE 41 l?tJrJ Jbtf{' /A/- tAid IZ'3(J"~2_1J.8
,-
'tt/'M'ic-r7/f h~
~ 6~L-i/54~ 5/ c/ffet:.!SL-C /.:?1- I?C;;5 /://ldB#7k?~ 9l(t0'Z )I '7
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE ON R .
NOtvT1\X-ABte--DlSiRIBtlTlONS: . . .__ . _.. . EV 1500 COVER SHEET
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
.-11
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space IS needed. insert additional sheets of the same size)
L
~
'S
.~
~
~
t~~'lt
LAST WILL AND TESTAMENT
I. HARRIET G. ETTER. of Lower Mifflin Township, Cumberland County.
Pennsylvania, declare this to be my Last Will and Testament and revoRe any
Will or Codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
ITEM II:
I~
I. bequeath those articles of my household furniture and
furnishings and those articles of my personal effects and personal property
as set forth in a separate memorandum, which I shall place with my Will or
deposit with my attorney, to the persons therein designated.
ITEM III:
I devise and bequeath the residue of my estate of every
flatur-e-an<i-wh-erever-rituat1:tu - MARY- .nET'l'-A--FteK-ES---and--her--hus-bandJ-~-eNAL-B-E.----
FICKES, or the survivor of them, providing they or the survivor of them shall
survive me by 30 days.
ITEM IV: Should both MARY ETTA FICKES and RONALD E. FICKES predecease
me or the survivor of them die on or before the thirtieth day following my
death. then, in that event, I devise and bequeath all of the residue of my
estate of every nature and whenever situate in equal shares to the children
of MARY ETTA FICKES and RONALD E. FICKES, SUSAN FICKES JUMPER and SCOTT
FICKES.
ITEM V: I remind Y~Y ETTA FICKES and RONALD E. FICKES, (and his or her
personal representative, guardian, agent acting under a power of attorney or
other representative) that he or she may disclaim any part or all of any gift
passing to him or her hereunder or otherwise by virtue of my death. In
~
~
If')
particular it may be desirable for him or her to disclaim a portion of my
residuary estate (or of other property passing otherwise by reason of my
death), and if he or she does so (either personally or by his or her personal
representative, guardian or agent acting under a power of attorney)
the disclaimed portion shall pass as provided for in ITEM VI below.
ITEM VI: DISCLAIMED PORTIONS - Predeceased Spouse. That portion of my
estate (or of any other property which would pass to either MARY ETTA FICKES
and RONALD E. FICKES by reason of my death) which is disclaimed by either
MARY ETTA YICKES and/or RONALD E. FICKis. shall pass to the children of MARY
ETTA FICKES and RONALD E. FICKES, SUSAN FICKES JUMPER and SCOTT FICKES, ,in
equal shares per stirpes.
ITEM VII: I appoint HAMILTON C. DAVIS, guardian of any property which
passes outright either under this Will or otherwise to a minor and with
};espe-e-t--t-()--wh-iGb-----I-am-au~tho.:riz.ed- to-_appo.int._~_guar.dJ.an_a~d h~~_n~~.Q~hE!f~i~__
specifically done so, provided that this appointment of a guardian shall not
supersede the right of any fiduciary in its discretion to distribute a share
where possible to the minor or to another for the minor's benefit. Such
guardian shall have the power to use principal as well as income from time to
time for the minor's support and education (including secondary. college
education. both graduate and undergraduate, professional and other education)
without regard to his or her parent's ability to provide for such support and
education. or to make payment for these purposes, without further
responsibility to the minor or to the minor's parent or to any person taking
care of the minor.
ITEM VIII: I direct that all taxes that may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction imposed. shall
2
- ">J' A.L PROPERTY MEMORANnTTM 1'(\
be paid from my residuary estate as part of the expenses of the
administration of my estate.
ITEM IX: I appoint MARY ETTA FICKES and RONALD E. FICKES, executors of
this my Last Will. Should both of my said executors fail to qualify or cease
to act as executors, I appoint my attorney, HAMILTON C. DAVIS, executor of
this my Last Will.
ITEM X:
My individual fiduciary shall be entitled to reasonable
compensation for his or her services rendered from time to time unless
different compensation has been provfded for in a separate letter of
agreement.
ITEM XI: I direct that my executors or guardian or their successors
~
~
shall not be required to give bond for the faithful performance of their
duties in any jurisdiction.
_n~~ -~- --~1---- ---rw-wITNES S-WHEREeF-;--f-h-ereunt-o--g e t---my--hand- and-- s eal- to- _this__lIl)L~aS t. -'{ilL__
J and Testament. wti t ten on four (4) sheets of paper. dated this .u; r4 day of
~ ~ ,1991.
~~.~
RIET G. ETTER
(SEAL)
The preceding instrument, consisting of this and three (3) other
typewritten pages, each identified by the signature of the testatrix, was on
the day and date thereof signed. published and declared by the testatrix
therein named, as and for her Last Will. in the presence of us, who at her
request, in her presence, and in the presence of each other have subscribed
our names as witnesses hereto.
4:;)~ 2. Lr
residing at
~/II-
~/)~
s/?~C. ~~
,
residing at
3
t\.v\JV~- ...--
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, HARRIET G. ETTER, the testatrix whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will;
and that I signed it willingly and as my free and voluntary act for the
purposes therein expressed.
~~~
lET G. ETTER
(SEAL)
Sworn to or affirmed and acknowledged
before me by HARRIET G. ETTER, the
testatrix, this ;2...(, K day of ~
, 1991.
NOTARIAL sf,:;;C---"1
, VELDA M. SEASE, ~~o:ary ;'!ublic j
Slllppen5bu~ .80i~, C,Urnbei!ar.d Co., Pa. I
COMMONWEALTH OF PENNSYLVANIA
ss.
- OONT-Y--0P---e-tlMB-E-Rl:;ANB------ -:-
and lJ C( n/ ~ lie L <;. p <...S
witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were present
and saw the testatrix sign and execute the instrument as her Last Will; that
the testatrix signed willingly and executed it as her free and voluntary act
for the purposes therein expressed; that each subscribing witness in the
hearing and sight of the testatrix signed the Will as a witness; and that to
the'-pest~pf our knowledge the testatrix was at that time eighteen (18) or
more years of age and of sound mind and under no constraint or undue
influence.
We,
11 ~,. / h-n. c... L1 V~
the
5/~' :0~
I
(-0~ 2~
Sworn to or affirmed and subscribed
me by ~:-I hJY\ G- 00\.. v})
o "" v< ; Q I (/. L. ); f)':J 'Z \'
this (l., da of ~
NOTARiAL Sl:AL
VElDA M. SEASE, Notary Public I
III . ~ '6rf.u umberland Co Pa ,.
L:.: 9tiA1idrislld ~s Aprii 16, 1994 ~!(
to before
and
, witnesses,
, 1991.
4
PERSONAL PROPERTY MEMORANDUM TO
ACCOMPANY WILL OF HARRIET G. ETTER
As provided in ITEM II of my will, I hereby designate that the
following listed property shall go to the persons whose names are
designated hereon.
ITEM
NAME
~
DATED:
SIGNED: