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HomeMy WebLinkAbout04-04-08 --.I 15056041192 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 OFFICIAL USE ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT 21 07 County Code Year File Nu m ber 927 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 184 26 4326 10 07 2007 02 19 1916 Decedent's Last Name Suffix Decedent's Rrst Name MI Haas Barbara (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Rrst Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [=:J 1. Original Return [=:J 2. Supplemental Return [=:J 3. Remainder Return (date of death prior to 12-13..82) CJ 5. Federal Estate Tax Return Required CJ 4. Limited Estate CJ 4a. Future Interest Compromise (date of death after 12-12-82) CJ 7. Decedent Maintained a Living Trust (Attach Copy of Trust) CJ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 8. Total Number of Safe Deposit Boxes _ 6. Decedent Died Testate (Attach Copy of Will) [=:J 9. Litigation Proceeds Received CJ 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Narne Daytime Telephone Number Stephanie Kleinfelter, Esq. 717 901 7786 ~1 ,"'''' . >) Rrm Name (If Applicable) Keefer Wood Allen & Rahal, LLP -'J Rrst line of address ,,\ "J I .t..- :1:1 ;', 1 ;C:s ~71 :.'~) . ,-~-l ,) I.:=' C:) ", 1 -rl ~-.- ~ I '-...' C) -'-f1 635 N. 12th Street, Suite 400 , . Second line of address ') 1 "0 '1 City or Post Office Lemoyne State ZI P Code DATE FILED w PA 17043 Correspondent's e-mail address:skleinfelter@keeferwood.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 the preparer other than personal representative is based on all information of which preparer has any knowledge. >< DATE 4 ~3l ,_J B I 17112 DATE )/(;[( , ~ 1./ 17043 PLEASE USE ORIGINAL FORM ONLY L Side 1 15056041192 150560411''},2 --.I C'U ~ 15056042193 Rev-1500 EX Decedent's Name: Barbara Haas RECAPITULATION 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) . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) c::=J Separate Billing Requested . . . . . . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c::=J Separate Billing Requested . . . . .. 7. 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 Subject to 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 .00 0 .00 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 358,612.00 0.00 40,000.00 18. 19. TAX DUE .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 19, 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042193 4. 5. 8. 15. 16. 17. Decedent's Social Security Number 184 26 4326 0.00 149,530.08 0.00 0.00 309,552.32 0.00 0.00 459,082.40 37,688.90 2,781.50 40,470.40 418,612.00 20,000.00 398,612.00 0.00 16,137.54 0.00 6,000.00 22,137.54 - 150560421931 ~ Rev-1500 EX Page 3 Rle Number Decedent's Complete Address: 21 07 927 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Barbara Haas 184-26-4326 STREET ADDRESS Bethanv Villaqe 5225 Wilson Lane CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. 2. Tax Due (Page 2 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 22,137.54 0.00 21,340.00 1,106.88 3. Interest/Penalty if applicable D. Interest Total Credits (A + B + C) (2) 22,446.88 4. Total Interest/Penalty (0 + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in avalon Page 2, Line 20 to request a refund. 0.00 0.00 E. Penalty 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5) (SA) (5B) 0.00 309.34 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; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 IXJ b. retain the right to designate who shall use the property transferred or its income; ............. 0 IXJ c. retain a reversionary interest; or ................................................ 0 IXJ d. receive the promise for life of either payments, benefits or care? ........................ 0 IXJ 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? 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. Sect. 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. Sect. 9116(a)(1.1 )(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requir'ements 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 Lise of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. Sect. 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. Sect. 9116(1.2) [72 P.S. Sect. 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. Sect. 9'1 16(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+(6-9S) COMMONWEAL TH OF F'ENNSYL VANIA INH ERITANCE TAX RETURN RESID ENT DECEDENT SCHEDULE 8 STOCKS & BONDS ESTATE OF Barbara Haas FILE NUMBER 21 07 92"7 ITEM j NUMBER 1 1,216 Shares Exxon Mobil Corp All property jointly-owned with right of survivorhslp must be disclosed on Schedule F. VALUE AT DATE OF DEATH 110,434.08 DESCRIPTION 2 Six $5,000 U.S. Savings Bonds Series I Issue Date 12/2001; Interest Rate 4.44% 30,000.00 Interest on above bond accrued as of decedent's death 9,096.00 TOTAL (Also enter on line 2, Recapitulation) 149,530.08 (If more space is needed, insert additional sheets of the same size) REV-15GB EX+(6-9B) COMMONWEAL TH OF PENNSYL VANIA INH ERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Barbara Haas FILE NUMBER 21 07 927 ITEM NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Scheduel F. DESCRIPTION PNC Bank Decedent's Checking Account No. 5001845219 2 Pennsylvania State Employees Credit Union Account 8339XXXXXX Regular Share Account Interest on above item accrued as of decedent's death 3 PNC Bank Ready Access Certificate of Deposit 4 PNC Bank Fixed Certificate of Deposit 5 Pennsylvania State Employees Credit Union Account 8339XXXXXX 9 Month Certificate of Deposit; 5.25% Interest Interest on above item accrued as of decedent's death 6 Pennsylvania State Employees Credit Union Account 8339XXXXXX 18 Month Certificate of Deposit; 5.31 % Interest; Opened October 4, 2007 Interest on above item accrued as of decedent's death 7 Erie Insurance Group - Refund Of Unsed Premium Of Homeowner's /Renter's Insurance Policy No. 057 1513315 H 8 U.S. Treasury - 2007 U.S. Individual Income Tax Refund TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 10,196.17 14,327.79 3.89 21,361.30 53,221.33 110,126.30 101.97 100,000.00 42.57 107.00 64.00 309,552.32 REV-1511 EX+(10-06) COMMONWEALTH OF f'ENNSYL VANIA INH ERITANCE TAX RETURN RESID ENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Barbara Haas FILE NUMBER 21 07 927 ITEM NUMBER DESCRIPTION Debts of decedent must be reported on Schedule I. AMOUNT A. FUNERAL EXPENSES: Hetrick Funeral Home, Inc. - Funeral Services 8,697.42 2 Gilligan's Bar and Grrill Too - Funeral Reception 322.51 3 Brackendorf Memorials 810.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions 16,000.00 Name of Personal Representative(sj Joanne Campbell Street Address 6014 Jacobs Avenue City Harrisburg Year(s) Commission Paid: 2007 & 2008 State PA Zip 17112 2. Attorney Fees 11,000.00 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 410.00 5. Accountant's Fees 6. Tax Return Preparer's Fees See schedule attached 448.97 TOTAL (Also enter on line 9, Recapitulation) 37,688.90 (If more space is needed, insert additional sheets of the same size) Estate of: Barbara Haas Schedule H, Part B - Administrative Costs Miscellaneous Expenses Item Number Description 7 Cumberland Law Journal - Legal Advertisment 8 Cumberland County Register of Wills - Miscellaneous Charges Will $15.00 Short Certificates $24.00 JCPFee $10.00 Automation Fee $ 5.00 9 Keefer Wood Allen & Rahal, LLP Miscellaneous Disbursments Postage and Photocopies 10 The Sentinel - Legal Advertisement 11 Register of Wills - Filing Fees For Pennsylvania Inheritance Tax Return and Inventory TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21 07927 Amount 75.00 54.00 107.41 182.56 30.00 448.97 REV-1512 EX+(12-03) COMMONWEAL TH OF PENNSYL VANIA INH ERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Barbara Haas 21 07927 Report debts incurred by decedent prior to death which remained unpaid as of date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH PA Department of Revenue - 2007 Pennsylvania Individual Income Tax 40.00 2 Millennium Pharmacy - Medical Expense Debt Of Decedent 25.20 3 Periodontal Associates - Medical Expense Debt Of Decedent 115.00 4 East Pennsboro Ambulance Services, Inc. Medical Expense Debt Of Decedent 44.00 5 Millennium PharmacySystems, Inc. Medical Expense Debt Of Decedent 56.14 6 Bethany Village - Medical Expense Debt Of Decedent 119.00 7 Bethany Village - Medical Expense Debt Of Decedent 2,382.16 TOTAL (Also enter on line 10, Recapitulation) 2,781.50 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+(9-00) COMMONWEAL TH OF PENNSYL VANIA INH ERITANCE TAX RETURN RESID ENT DECED ENT SCHEDULE J BENEFICIARIES ESTATE OF Barbara Haas RELATIONSHIP TO DE~~~ENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee s OF ESTATE I TAXABLE DISTRiBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] See schedule attached ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SH EET II NON-TAXABLE DISTRiBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEe. 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Calvary United Methodist Church 20,000.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15DO COVER SHEET 20,000.00 FILE NUMBER 21 0792'7 (If more space is needed, insert additional sheets of the same size) Estate of: Barbara Haas Schedule J, Part I - Taxable Distributions Num. Name and Address of Person(s) Receiving Properly Joanne Campbell 6014 Jacobs Avenue Harrisburg, PA 17112 Riegel Haas 4922 Constitution Avenue Harrisburg, PA 17112 Heidi Stum 141 Hiddenwood Drive Harrisburg, PA 17110 Tracy Derk 7040 Terran Drive Harrisburg, PA 17112 Sandi Hurley 1234 Castleton Road Cleveland Heights, OH 44121 Janice Macut 1509 Pione Hollow Road Harrisburg, PA 17109 Eric Haas 7220 Audobon Drive Harrisburg, PA 17111 Laura Hurley 1234 Castleton Road Cleveland Heights, OH 44121 Patrick Hurley 1234 Castleton Road Cleveland Heights, OH 44121 Sean Hurley 1234 Castleton Road Cleveland Heights, OH 44121 Carley Hass, a Minor c/o Eric Hass, Natural Guardian 7220 Audobon Drive Harrisburg, PA 17111 Willie Joe Ketner 4801 Devonshire Road Harrisburg,PA.17109 Relationship to Decedent Step-Daughter Step-son Niece Niece Step-Granddaughter Step-Granddaughter Step-Grandson S te p-G reatgra n d d a ugh te r Step-Greatgrandson Step-Greatgrandson Step-G reatg randdau gh ter Step-Greatgrandson Page 2 21 07927 Amount or Share of Estate 163,806.00 163,806.00 20,000.00 20,000.00 15,000.00 2,000.00 2,000.00 3,000.00 3,000.00 3,000.00 1,000.00 1,000.00 Page 3 Estate of: Barbara Haas 21 07 927 Schedule J, Part I - Taxable Distributions Num. Name and Address of Person(s) Receiving Property Shelley Mae Ketner 6224 Jerome Blvd. Harrisburg, PA 17112 Amount or Share Relationship to Decedent of Estate Step-Greatgranddaughter 1,000.00 - I.'." 'j " \, '~- .( -<. 1.i,'," . .' .~ 1 J # "'1) I REGISTER OF WILLS Cl'.IVIBERLAND COUNTY, PENNSYLVANIA Certificate of Grant of Letters No. 21-07-927 EST ATE OF Barbara Haas ,. , a/kJa: Helen Barbara Sloane Haas, H. Barbara Haas. Barbara , ? co >- , ,.., \' , '. l,,(~, ll) ,I \~-' .' ,~ Sloane Haas. H. Sloane Haas, Helen Haas, Helen B. I.Lias. Helen Barbara Haas, Helen Sloane Haas, and 1-1. Bar~"Jljl Sloane Haas. , IJ Late Of: Lower Allen Township, Cumberland Count~, Deceased Social Security No. ] 84-26-4326 WHEREAS, on the] 5 day of October, 2007jnstrument(s) dated ] 0130/2006 was (were) admitted to probate as the last will of Barbara Haas (a/Ida Helen Barbara Sloane Haas, H. Barbara Haas, Barbara Sloane Haas, H. Sloane Haas, Helen Haas, Helen B. Haas, Helen Barbara Haas, Helen Sloane Haas, and H. Barbara Sloane Haas.) late of Lower Allen Township, who died on the 7 day of October, 2007. and WHEREAS, a true copy of the will as probated is annexed hereto. TH EREFORE, I, Glenda Farner Strasbaugh, Register of Wills in and for the Coul1ty of Cumberland, in the Commonwealtl1 of Pennsylvania, hereby certify thel ] have thiS day granted Letters Testamentary to Joanne Campbell, \\'ho has duly qualified as executrix and ha:;, elgreed to administer the estate according to len-\', all of which fully appeal"; of record in illY Office at Cumberland County Courthouse, Carlisle, Pennsylval1ia. IN TE,'-)T1MONY WHEREOF, ] have hereunto set my hand and affixed the seal of Ill\ Office the 15 day of October, 2007. xIJ Ynr ["..~ ;::!rJ f A' 'A _ , -J:t CI <,b QA^1;;r: "J. Reuister of Wills.A')p g ~ ,." . l, /----1 '. \. (_:.0\ I \ --I " ~C LAST WILL AND TESTAMENT OF BARBARL\ HAAS I, BARBARA~ HAAS, of Cumberland County, Pennsylvania, do hereby make this my Last Will and Testament, revoking any former Wills and Codicils made by me. FIRST: I am widowed. I have two stepchildren: JOANNE CAMPBELL and RIEGEL HAAS. These persons and any children born to or adopted by them are described in this Will as "my issue." Provided, however, no adopted person shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of t\oventy-one (21) years. SECOND: I give my tangible personal propeliy and all casualty insurance that I am carrying on said tangible personal propeliy in accordance with a Memorandum dated lb!3tJ!t>(., j:Yl->J'~-v-.e4~ t",,:.d:1L Lv~,,,, iJ. )./, and given by me to JOANNE CAMPBELL-eft'/t"'/J./ t, (? ,1 have complete confidence that JOANNE CAMPBELL or my Executor will honor any such written instructions that I may leave with regard to said tangible personal propeliy. Any such propeliy 110t so distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. THIRD: 1 give and bequeath the following specific bequests: A. 1 give and bequeath the sLIm of TWENTY THOUSAND DOLLARS ($20,000.00) to CALVARY UNITED METHODIST CHURCH, or its successors, of4700 Locust Lane, Harrisburg, Pennsylvania, 10 be used at its discretion. ~ /::1 V / Q) //' ------~~~._--_._-~----_._-~- B. I give and bequeath the Sllm of TWENTY THOUSAND DOLLARS ($20,000.00) to my niece, HEIDI STUM. C. J give and bequeath the Sllm of TWENTY THOUSAND DOLLARS ($20,000.00) to my niece, TRACY DERK. D. I give and bequeath the sum of FIFTEEN THOUSAND DOLLARS ($15,000.00) to my stepgranddaughter, SANDI HURLEY, or her issue if she predeceases me, per stirpes. E. I give and bequeath the sum of TWO THOUSAND DOLLARS ($2,000.00) to my stepgranddaughter, JANICE .MACUT, or her issue if she predeceases me, per stirpes. F. I give and bequeath the sum of TWO THOUSAND DOLLARS ($2,000.00) to my stepgrandson, ERIC HAAS, or his issue if:1c predeceases me, per stiq)es. G. I give and bequeath the sum of THREE THOUSAND DOLLARS ($3,000.00) to my stepgreatgranddaughter, LAURA HURLEY. H I give and bequeath the sum of THREE THOUSAND DOLLARS ($3,OOO.()O) to my stepgreatgrandson, PATRICK HURLEY. I. I give and bequeath the sum of THREE THOUSAND DOLLARS ($3,000.00) to my stepgrcatgrandson, SEAN HURLEY. .J. I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000.00) to my stepgreatgranddaughter, CARLEY HAAS. 2 /5).) -----------~._------_._-"_._"-_._--~ K. I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000.00) to my stepgreatgrandson, \VILLIE JOE KETNER. L. I give and bequeath tbe sum of ONE THOUSAND DOLLARS ($1,000.00) to my stepgreatgranddaugbter, SHELLEY MAE KETNER. M. I give and bequeath the sum of FIFTY THOUSAND DOLLARS ($50,000) to my stepdaughter, JOANN CAMPBELL, of Dauphin County, Pennsylvania and if she predeceases me to her issue, per stirpes. N. I give and bequeath the sum of FIFTY THOUSAND DOLLARS ($50,000) to my stepson, RIEGEL HAAS, of Dauphin County, Pennsy lvania and if he predeceases me to his issue, per stirpes. To the extent that the assets of my estate are not sufficient to fulfil] these specific bequests listed above in this Ar1icle THIRD, each gift shall be funded by the available funds on a pro rata basis so that no gift shall lapse due to failure of insufficient funds to pay all he specific bequests. FOURTH: AI] the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my stepdaughter, JOANNE CAMPBeLL, of Dauphin County, Pennsylvania, and to my stepson, RIEGEL HAAS, of Dauphin County, Pennsylvania. In the event that JOANNE CAMPBELL predeceases me or fails to survive me by thirty (30) days, 1 give, devise and bequeath her share to my step granddaughter, SANDI HURLEY, of Cleveland, Ohio. 1t is my hope that SA!\'DI HURIJEY uses the funds to help provide for her 3 _JJ J{___ - -_.._~-------_._----_.- father, LEE CAMPBELL, but the use of the funds are SANDI HURLEY's sole discretion. In the event that SANDI HURLEY predeceases me or fails to survive me my thil1y (30) days, I give, devise cmd bequeath said share to her husband, MICHAEL HURLEY, of Cleveland Ohio. It is my hope that MICHAEL HURLEY uses these funds to help provide for LEE CAMPBELL, but the use of the funds are MICHAEL HURLEY's sole discretion. In the event he predeceases me, then to his issue, per stirpes. In the event that RIEGEL HAAS predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath his share to his wife, KAY HAAS, of Dauphin County, Pennsylvania. In the event that KAY HAAS predeceases me or fails to survive me by thil1)' (30) days, I give, devise and bequeath said share IN EQUAL SHARES to HEIDI STUM, TRACY DERK, JANICE MACUT, ERIC HAAS, and SANDI HURLEY, per capita. FIFTH: If any person under the age of twenty-one (21) years shall become eltitled to any share hereunder, then such share shall immediately vest in such beneficiary, but notwithstanding the provisions herein, my Executor may distribute such beneficiary's share to any adult person standing in loco parentis, or to a legal guardian of sucb beneficiary, or to a custodian (to be selected by my Executor) under the applicable Uniform Transfers to Minors Act, 'without rcquiring bond of such adult person, guardian or custodian, The receipt of such adult pcrson. guardian or custodian shal1 constitute a ful1 release of my Executor for any property so distributed. SIXTH: No person sba]] benefit hereunder unless sucb beneficim-y sha]] survive me by thirty (30) clays. SE VENTH: (J) J name my stepdaugJlter, JOANNE CAMPBELL, as my Executor. If 4 --;/:}. E--__________u_~~_ she is unable or unwilling to serve, 1 name my stepson, RIEGEL HAAS, as my Executor. 1 direct that my executor, herein referred to as my Executor regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) Except as otherwise provided herein, if all of the above persons should fail to qualify as my Executor hereunder, or for any reason should cease to act in such capacity, the successor or substitute Executor shall be some attorney or bank or trust company wtb trust powers, which successor or substitute Executor sha]] be designated in a written instrument filed with the court having jurisdiction over the probate of my estate and signed by ]OANl'~E CAMPBELL or if she fails to act, signed by or on behalf of RlEGLE HAAS, or ifhe fails to act, by the court having jurisdiction over the probate of my estate. (3) My Executor sha]] receive reasonable compensation for services rendered. EIGHTH: (1) I give to any Executor named in tbis Will or any Codicil hereto or to any successor or substitute Executor a]] ofthe powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in p31iicular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date of my death, during the administration and until the completion of the distribution of my cstate. I direct that all such powers shall be construed in the broadest possible manner and s]1211] be exercisable vvithout court authoriz.ation. (2) My Executor is autllOrized and empowered to acquire and to retain, either permanently or for such period of time as my Executor may determine, any assets, including the capital stock of any closely held corporation, whether such assets are or are not of the character 5 Ag v ------------~____.___.___..,,______~~__ approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an over concentration in one investment. (3) My Executor is authorized and empowered to disclaim any interest, in whole or in part, of which 1, or my Executor, may be the beneficiary, devisee, or legatee, by executing an appropriate instrument (in accordance with section 25 1 8 of the 1nternal Revenue Code of 1986, as amended, or such similar section as may then be in effect). (4) My Executor is authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or personal properiy and to give options to buy or lease any such propeliy. Additionally, my Executor is authorized and empowered to compromise claims, to bon-ow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make loans to and to buy property from anyone (including a fiduciary or beneficiary hereunder); provided that any such loans shall be adequately secured and at a fair interest rate. (5) My Executor is authorized and empowered to allocate property, charges on propel1y, receipts and income among and between principal or income, or paIily to each, without regard to any lavv defining principal and income. Nl NTH: All debts, funeral or burial expenses, and all estate, inheritance, sLlccession and other deatll taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of I11Y estate, as if sLlch debts or taxes we:,'e expenses of administration, without apportionment or right of reimbursement. 1 authorize my Executor to pay alJ such taxes at such time or times as deemed 6 7:2. )./ advisable. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and ., . .p~ ,( 7_1- Testament tlllS-::;() - Clay of !/Pt;"dt.f:.~ ,2006. /~ // .:-', ~ / / J/-[.--~~- BARBARA HAAS '~ /Z zz d>2...~ (SEAL) SIGNED, SEALED, PUBLISHED, and DECLARED by BARBARA HAAS, as and for her Last Will and Testament, on the day and year last above written, in the presence of us, who, at her request, in her presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as \Nitnesses: ); "" t'l }'11 >-.Jct/LC"l./ \.... I;" /a:./2.r~/j/' ~. :7 lJi;k.-J cA. " () JtJJ1W fl- d Ai,L 1. ~'70-"'=-- 7 SELF-PROVING AFFIDA VlT COMMON'vVEAL TH OF PENNSYL VANIA COUNTY OF (uk/olle;{ SS. WE, BARBARA HAAS and 5/tR A tf A1 4 2 fl AJ :5 fE/I! [iLj L C';/~7r)E , and W;)&/x 4. d J '..L-rtI , the Testatrix and the I witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly swom, do hereby declare to the undersigned authority that the Testatrix ~igned and executed the instrument as her Last Will 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, signed the Will as witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. /) };:7 / /;:.,/ il. .:' o~k-'Lc.L/ ''5 c:;~~ BARBARA HAAS, Testatrix ,:/lV'LEt j.--- }71''J-(l/71 Witness y wi~~ c~JL~ ~ ~... -j,gJ~-- Witness Subscribed, swom to, and acknowledged before me by BARBARA HAAS, the Testatrix, and subscribed and swum to before me by SJ (0 h _~~2CLQ_, ~-1L6r~ , and L/~CLfus_~_1J I (~_~, witnesses, this ~O ~ day of _lt~her ____, 2006. 8