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HomeMy WebLinkAbout04-01-10 (2)REV-1500 E~(06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 15056041158 OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN 21, 0 9 0 7 61 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 1,77-1,6-1773 08082009 Decedent's Last Name Suffix MERRIS (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW 1. Original Return ^ 4 . Limited Estate 6, Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received Date of Birth 1,1171919 Decedent's First Name M I MARY C Spouse's First Name M I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ^ 4a. Future Interest Compromise (date of ^ 7. death after 12-12-82) Decedent Maintained a Living Trust ^ 10. (Attach Copy of Trust) Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required .0_ 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD C• SNELBAKER, ESQUIRE 71?-697-8528 ~ ~--, Firm Name (If Applicable) SNELBAKER 8 BRENNEMAN, P•C• First line of address 44 WEST MAIN STREET Second line of address P•0• BOX 31,8 City or Post Office State ZIP Code f~_~ ! :.1 ~_ ~ ~ . _~ ;' :_ t" -- :--, ,.. 7 ,7 ,~,. MECHANICSBURG PA 1,7055 Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. TU OF PERSON RESPONSIBLE F (LING RETURN ,,/~ ~^ !~ / /~ ~ DATE B• MERBIS, JR• DONALD L• MER -F E13rOTHER THAN REPRESENTATIVE DATE RICHARD C• SNELBAKER, ESQUIRE 44 WEST MAIN STREET, MECHANICSBURG PLEASE USE ORIGINAL FORM ONLY pA, 17055 L .15056041158 Side 1 6M4647 3.000 15056041158 J/ ~ ~~~ 15056042159 REV-1500 EX Decedent's Social Security Number 177-16-1773 Decedent's Name: MARY MERRIS RECAPITULATION ~ 1. Real estate (Schedule A) 1. 0.00 2. Stocks and Bonds (Schedule B) . 2. 2 5 8 0.9 6 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3, 0 • 0 0 4. Mortgages ~ Notes Receivable (Schedule D). 4. 0 • 0 0 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E} . 5. 1,47981.29 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 5 4 5 • 6 4 (Schedule G) ~ Separate Billing Requested 7. 53782.99 8. Total Gross Assets (total Lines 1-7). s. 2 0 4 8 9 0.8 8 9. Funeral Expenses & Administrative Costs (Schedule H) . 9. 14 9 2 4 •7 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10 . 8 0 • 0 0 11. Total Deductions (total Lines 9 & 10) . 11. 1, 5 0 0 4 •7 5 12. Net Value of Estate (Line 8 minus Line 11) 12. 1 8 9 8 8 6 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which , • , 5 an election to tax has not been made (Schedule J) . 13 . 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) 14 . 1,89886.1,5 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~ Q. Q Q 15. 16. Amount of Line 14 taxable 0. 0 0 at linea-ratex.o~ 1,89886 •1,5 1s. 8544 88 17. Amount of Line 14 taxable • at sibling rate X .12 Q• Q Q 17. Q• Q Q 18. Amount of Line 14 taxable at collateral rate X .15 Q• Q Q 18. Q• Q Q 19. TAX DUE 19. 8544.88 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042159 15056042159 6M4648 2.000 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit ~ . ~ ~ B. Prior Payments 7 ~ ~ ~• ~ ~ C. Discount 3 5 0. 0 0 3. Interest/Penalty if applicable D. Interest 0 • ~ ~ E. Penalty ~ • ~ ~ (1> 8544 •88 Total Credits (A + g + C) (2) ? 3 5 0.0 0 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAx DUE A. Enter the interest on the tax due. (3) 0.00 (4) - 0 0 0 (5> 1],94 • 88 (5A) o.aa B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 119 4 • 8 8 Make Check Payable to: REGISTER ~FWILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE AP PRO PRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ^ b. retain the right to designate who shall use the property transferred or its income; ^ c. retain a reversionary interest; or ^ d. receive the promise for life of either payments, benefits or care? ^ 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? ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A S 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. §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 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. F9116(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. 6 M4671 1.000 REV-1500 EX Page 3 File Number REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS C~IHIG VI FILE NUMBER Ma C. Merris 21 09 0761 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. U. S. Savings Bonds 14 EE Savings Bonds, see attached listing TOTAL (Also enter on line 2 Recapitulation) I $ 3wasss i.ooo (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 2,580.96 2,580.96 ~~1~u1Q~~~. ~ a~uG ul r uur raper savings t~ond(s) ~--- Page 1 of 1 Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 08/2009 .1.otal ~~~°: ~~ ~'otal Ir~t~r~e~t $900.00 $2 580.96 $1,680.96 Bonds: 1-14 of 14 ~Tl~ It~t~r~±st $68.16 5~~~~i 5~e ~~~~o ~.ss~e Nt l~~nal Issues Int~r~st L310724568EE EE L310724567EE EE L310724566EE SEE ........... .. L310724565EE ~EE L310724564EE EE L310724563EE EE L310724562EE EE L310724561EE EE L310724560EE EE L310724559EE EE L310724557EE EE L310724556EE EE R54145377EE EE M26065729EE EE ~at~ ~.~;~~-ual Maturity l~ri~~ Interest l~ ate V~l~a~ Note $50 $50 .07/1987 07/1987 :01/2010 :01/2010; 07/2017 07/2017 ' $25.00 $25 00 $50.52' . 4.00% $75.52. $50 07/1987 01/2010 _ 07/2017. . .. $25..00 $50.52 $50.52 4.00% 4.00% $75,52 $75 52 $50 $50 07/1987 ; 07/1987 ; 01/2010. ' 01/2010' 07/2017 _ 07/2017 : : $25._00 $25 00 _._.......$50.52: : _ 4.00% $75.52 ......... .... .$50. 07/1987 01/2010:.. _. .. 07/2017 ._ ,,,. . $25.00 50.52 $50.52 . o 4.00 /o _ o 4.00 /o _ _._;$75.52;. $75 52: $50 $50 07/1987 07/1987 01/2010 01/2010.. 07/2017 07/2017 _$25.00 $25 00 $50.52 4.00% . _$75.52 $50 07/1987 01/Z010 07/2017 . $25.00 $50.52 $50.52 4.00% 4.00% $75.52 $75 52 $50 $50 07/1987 07/1987; 01/2010. 01/2010 07/2017 _. 07/2017 $25.00, $25 00 . _ $50.52. 4.00% . $75.52 $50 07/1987. . 01/2010. _ 07/2017 . ..$25.,00_, $50.52 $50.52 4.00% o 4.00 /o $75.52 $75 52 $200 $1,000 03/ 1989 03/1989 09/2009 09/2009 03/2019: 03/2019 $100.00 $500 00 $179.12 0 4.00 /o 0 . $279.12' Totals for 14 Bonds . 900. $ 00 $895.60; $1,680.96 4.00 /o $1,395.60 $2 580 ., . ,96 ~' off: ~=.~; NI Not Issued ,r N E Not ~ ,~ , ,~ ,~ ' eli ble for ~~ ~ ~_ ~ 9~ payment ~, ~, -~ _A P5 :Includes 3 ,month interest penalty r MA Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice 9/14/2009 REV-1508 EX+ (8-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS INHERITANCE TAX RETURN ~ & MISC. RESIDENT DECEDENT PERSONAL PROPERTY ~~ i., i ~ yr Ma C. Merris FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate 21 09 0761 . All property jointly-owned with the right of survivorship must be disclosed on Schedule F ITEM . NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1 1997 Pontiac Grand AM Sedan sale value 1,000.00 2 Citizens Bank checking account #6100707660 960.57 3 Citizens Bank checking account #6204136716 3,615.75 4 Citizens Bank certificate of deposit #6140-700728 14,020.86 5 Citizens Bank certificate of deposit #6140-713013 3,216.96 6 Citizens Bank certificate of deposit #6140-753325 8,013.32 7 Citizens Bank certificate of deposit #6140-884438 6,592.86 8 Citizens Bank certificate of deposit #6251-643340 3,266.97 9 Citizens Bank certificate of deposit #6255-985688 55,637.06 10 Household goods retained in-kind by family members 250.00 11 Riversource annuity #9920-5940714 51,363.64 12 State Farm Insurance refund unused premium 43.30 TOTAL Also enter on line 5, Reca itulation $ 14 7 , 981.2 9 3wa6AD 1.000 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERfI-ANCETAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Ma C. Merris If an assetwas made jointwithin one year of the decedent's date of death, it must be reported on Schedule G. 09 0761 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIPTO DECEDENT A Merris, Donald L 407 Penn Ayr Road, Camp Hill, PA 17011 Son JOINTL Y-0WNE D PROPERTY; LETTER DATE DESCRIPTION OF PROPE ~~ NUMBER FOR JOIN TENANT MADE JOINT RTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUEOFASSET % OF DECD~S I DATE OF DEATH VALUE OF NTEREST DECEDENTS INTEREST 1 A 5/1/1985 U.S. Savings Bonds 3 EE savings bonds, see attched listing 1,091.28 50.0000 545.64 T TA AI n r n lin R i l n 545.64 3W46AE 1.000 (If more space is needed, insert additional sheet s of the same size) ..u.,,.,.,~ ~ u~u~ ~~ uu1 rd~Ct savings tjona(s) Page 1 of 1 alculated Value of Your Paper Savin s Bond 9 (s) Calculator Results fior Redemption Date 08/2009 'ota~ ~a~~~ $300 00 Tea Va~~ Total ~t~r~st T n~re~f . $1,091.28 $791.28 $21.60 ~ ~ z ..., Bonds: 1-3 of 3 ~~ ~~y r~~~ ~~ ~~~~«: ~~r'5~~ .~ ~ ~ ~"9~.3. gam, i.JrC~~ ~~~~a~ ~~naf at~~~~~` ~~ ~~ ~~t~r~s ~.n'~E'r~S~ ~p,g Va~~~ l~~t~ R22013769EE EE $200 _ R22013768EE EE $200 05/1985. 11/2009' _ 05/1985 11 05/2015 $100.00 _ Rat' : $263.76 4.00% $363 76 __ R22013767EE EE $200 /200,9 05/1985:11/2009 05/2015 05/2015 $100.00 100 00 : $263.76: 4.00% 263 76 4 3 $._.63.76. _ Totals for 3 Bonds . ,; $300.00 ,. . . .00% _.. 791. $363.76 $1,091.28 NI Not Issued NE Not eligible for payment P5 .Includes 3 month interest penalty .. MA Matured and not earnin interest ~,.... i ...~. h C t ~ h b,. k ~~ ~,,<... .~ ~._, ~ w~ ~ $m ~~ Y p ,., ~ . r ~~_ ~ .. ~!+'~eh ~ f ti ~~.. ~ ~ ~~ t r _ s. a http : //www. treasurydirect. gov/B C/SB CPrice 9/14/2009 REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN DCCIfICAT 11Cnc nr• rr SCHEDULE G INTER-VIVOS TRANSFERS & MISC_ N~N_PRnReTF DQno~oTv r~~~ rvumtstrc Marv C. Merris 21 09 0761 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 ITEM INCLLDE TFf NOME OF 7}-E TRANSFEREE, THEIR RELATIONSHIP TO DECEDEM' AND DATE OF DEATH % OF DECD'S EXCLUSION NUMBE T!-EDATEOFTRANSFER. ATTACHACAPY OF TI-~ DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE T'~p`BLE VALUE 1. Lincoln Financial Group 38,846.12 100.0000 0.00 38,846.12 annuity #382001263. Beneficiaries are decedent's children in equal shares 2 Western National Life Insurance Company 14,936.87 100.0000 annuity #AN201899. Beneficiary was decedent's son, Donald Merris TOTAL (Also enter on line 7, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 0.00 14,936.87 53,782.99 REV-1511 EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ~~ ~ r, ~ ~ yr FILE NUMBER Ma C. Merris 21 090761 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. Grace United Methodists Church funeral luncheon 150.00 Total from continuation schedules . B. ADMINISTRATIVE COSTS: ~ . Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2• Attorney Fees Snelbaker & Brenneman , P . C . 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. 1 Cumberland Law Journal advertising Executors Notice 2 Patriot News advertising Executors Notice Total from continuation schedules . TOTAL (Also enter on line 9, Recapitulation) $ 7W46AG 1.000 (If more space is needed, insert additional sheets of the same size) 8,200.00 5,000.00 314.00 75.00 185.75 1,000.00 14,924.75 Estate of: Mary C. Merris Schedule H Part 1 (Page 2) Item No. Description 2 Kathy Merris reimburse for payment made to Myers Funeral Home, funeral services 21 09 0761 Amount 8,200.00 Total (Carry forward to main schedule) 8,200.00 Estate of: Mary C. Merris 21 09 0761 Schedule H Part 7 (Page 2) 3 Reserve for filing fees , accounting fees , and other miscellaneous costs associated with the administration of the decedent's estate Total (Carry forward to main schedule) 1,000.00 1,000.00 REV-1512 EX+ (12-08) Pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT . SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Mary C. Merris 21 09 0761 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Orthopedic Institute of PA medical expenses 50.00 2 Weis Pharmacy perscription expenses TOTAL (Also enter on Line 10, Reca itulation $ BW46AH 2.000 if more space is needed, insert additional sheets of the same size. 30.00 80.00 REV-1513 EX+ (11-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~~ ,... r• SCHEDULE J BENEFICIARIES IMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 2116 (a) (1.2).] 1. John B. Merris, Jr. 921 Shetter Lane Camp Hill, PA 17011 Lincoln Financial Group Inventory Value: 7,769.22 27,111.50 FILE NUMBER 21 09 0761 _ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Son ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV 1500 COVER SHEET AS APPROPRIATE NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX 1S NOT TAKEN 1. 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 34,880.72 TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0 00 8W46A1 2 000 If more space is needed, insert additional sheets of the same size. Estate of : Mary C , Merri s Schedule J Part 1 (Page 2) Item No. Description 2 Donald L. Merris 407 Penn Ayr Road Camp Hill, PA 17011 Lincoln Financial Group Inventory Value: 7,769.22 Western National Life Insurance Company Inventory Value: 14,936.87 U.S. Savings Bonds Inventory Value: 545.64 27,111.50 3 Stephen M. Merris 1871 West Lisburn Road Carlisle, PA 17015 Lincoln Financial Group Inventory Value: 7,769.22 27,111.50 4 Curtis P. Merris 689 South Middlesex Road Carlisle, PA 17015 Lincoln Financial Group Inventory Value: 7,769.22 27,111.50 5 Melinda K. Propps 1715 Baltimore Pike Dillsburg, PA 17019 Lincoln Financial Group Inventory Value: 7,769.22 27,111.50 21 09 0761 Relation Amount Son 50,363.23 Son 34,880.72 Son 34,880.72 Daughter 34,880.72 6;.:a,•~,~r._!~n'-'A: 1hiri ir.~?'.'}l_. °rc1rL~~~~ ~tl::r!!:.$I.+.}..~3.1.,;,.ul..~:»tLl~.,b xis.. 6. ..krn....r9,~: ., .r ~.1.,:._ ...,~.:.' ..1 ._~~~~ ., .fir,. .W...e, F. ....J ~. _:'~t w:a.., ~.~ ,.,» 7 :.;: .,.t.. .:. .,,,.:<4:,. !. .W....,... .-. r., _ +1.:f.'nm~5.~. ':.bw.t,~+tle}x iiYi'ea wzLL O F MARY C. MERRIS r I, MARY C. MERRIS, of Cumberland County, Pennsylvania, - declare this to be my last Will and hereby revoke all prior • Wi 11 s and Codi ci 1 s made by me . c r 1. I direct that the expenses of my last illness and. . funeral be paid from mfr estate as soon as practicable after ~~-~--••`-• my death. ~ ~• ~ ~ . . 2. My husband, John B. Merris, and I are now joint I owners of a residence in Cumberland County, Pennsylvania, = .which is our usual home. If, however, my husband, John B. .. - Merris, survives me and at my death our home is held in arty - ~~~ manner which will not result in passage of full title to him . by oper ation~of law, I devise my entire interest in said • • home to him. In the event = am not survived by my husband, then such home shall pass in accordance with paragraph 5 hereof . 3. I give and bequeath to my.husband John B. Merris; if he survives me, all furniture, clothing, jewelry, pictures, . statuary, .works o•f art, silver , plate , ornaments , brie-a-- •brac, tapestry, household goods or supplies, books, linen, - - china, glass, automobiles, horses, boats and all implements,, - • plants and tools that may be in or upon ©ur home at the time -~ ~ - • of my death, together with all, policies of insurance thereon. If my husband shall predecease me, then all of such property ' ~~ - , shall pass in accordance with paragraph 5 hereof. . J ' ` ,.r' f ' ~ . f ' ~, N ~ 1. I fq 4 '~ fY`f~ 1 C ~~Y ~~ .a r1 .. 1 ~ .. ,GL ,' 3 ~ Z ~~r.6 y'~~ z .~i 7 r ~ Tatl 1 s'f !'{y2 _ {.''3. S el ~~ ~ ~~ J.4 1 1 x F ._t~c ~r I ~, ~ 1 ~ ~;~ ~, x?,,.,~~' x Ir ~ T 5 r ~~~ ~~~a ~r~° ~, ~, Irv t ~ ~ ( X t ~ i /~ u' S ~ _ ~ rr F- Ib tt~~P~ 1;~~ ~+ ~r a t '` ~~ k'f~~I~~~PSiq'y.3t~~F-(~ ~ ~ it ~~r 1 r I: h J' t ~+ ~ Y ° - +' r~, (.~~~.yr~ i iT ~ ~ 1 i ~ Ya ~'icc77~~~{{ i 5~~~ 1 ~ ~! µ G I t 1 - ~~y. 1 1 {~l`H Y bu+L~~-~ ,c+ ! ! -~ h r 7P' ~'i tri r(gk" r ~~ 1 ~ ~ y 7. ~; .P + K ,+ + ~ t !rti ~+a t'~ ~.l~~ fit, ..~'. ~ E~ .F,T ' a':/. ~1~. , 1~*r T r.,+. A ~.n !.~ .~ ..:{.! i1 K: A'i'•^xhl1.. ._. „.) ~~ .. ,~c +' ~M„~.~ 5r1?t q ust,'rnH~~. .IA;! 4. I give and bequeath all of the rest and balance of my property, of whatsoever nature and wheresoever situate, including property over which I hold a power of appointment, to my husband, John B. Merril, if ~he survives me. . 5. In the event that my husband should predecease me, than all of my property, of whatsoever nature and wheresoever situate, including property over which I hold. a power of~ '~ appointment, S give, bequeath and devise equally among any children~of mine who. are alive at the time of my death. 6. In the event that any bene fici ary of my estate sYiould. die within sixty (60) days after my death, he shall be deemed to have predeceased me for all purposes hereunder. 7. In~the administration of my estate, my fiduciary ~. shall have.the following powers, in addition to such powers as he, may have by law (a) Ta invest any funds of my estate in 'any stock, . bonds, notes or other securities or property, ~ . real or personal, notwithstanding that such . investments may not be of a character allowed to fiduciaries by statute or general rules of law. (b) To sell or otherwise dispose of any property, 0 real or personal, at any time forming a part of my estate, for cash or upon credit, in such . manner and on ~ such terms and conditions as he . may•deem best, and no persons dealing with him • shall be bound to see to the application of any °monies paid. r :~ fYJ A ~;~ . ~ ~'; 7 > ,. f 1 . -2- (c) To man age, operate, repair, improve, mortgage . or lease, for any term any real estate at any .~ ' time held or owned~by my estate. . (d) To borrow, money for the payment of taxes or for any other proper purposes in the administration" ~ . ~, of my estate. ' . (e) To distribute in cash or in kind,~upon any ~~ ~ ~~ division or distribution of my estate. . (f) Zn general , to exercise all powers in the ' ` management of my estate which any individual could exercise in the management of similar ~~• ' property owned in his own right, upon such terms. and conditions as to him may seem best, _ . and to .execute and deliver all instruments and to do all acts which he may deem necessary or proper to carry out the purpose of this Will. .~ 8. Any amounts which are payable to a minor from my. - estate may, at the discretion of my executor, be paid e3:ther to the parents or guardian of such minor or directly to such ,o minor or may be applied for the use or benefit of such minor. 9. No interest of any benefic~i ary of my estate, either . in income or principal, shall be subject to anticipation or to pledge, sale or transfer in any manner, nor shall any such ~ . ~ , . o .interest be liable on account of the debts, contracts, torts, or other engagements of any beneficiary. ' 10. I direct that al.l estate, • inheritance and succession •, taxes that may be assessed in consequence of my death of .• ''may ..'y ~f ~'U ~ ~ • r~ ,+ f`~ f ,~ t /r .r s -3- e +t Y- i rrt' sy i 7 ~ ~ C .~ti "~''+~"~ ak ,~~ ~^' -:. )„ ~~- s .~,. .:is } `kid -c rw-.~ ,-_ .F ~ - .; ~ t: -- w...~~. y~ - - --- - - ----- 7~" .uy.~~._ ~~'Y~1.a':y,"_trt~~~~.~~.S~n a?Z!~.ufi...~L>)~~1F.i~M..QF/,La4:;. ..a4~..~,r1". .i~.., e'l"'..P..S~~~~1}~~fa~~_.r...rS~h i)F.~i~~`M'tn>%: _-._. .. ;:_ .~. Ih.a.".:.'} :~ k~.. .'.'. .. _. ?,i..:fu.~f.4 .... ..s..,. .. ._ .._ :J ~ . " whatsoever nature and by whatsoever jurisdiction imposed shall be paid~out of the principal of my general estate to the same .~ . effect as i f said taxes were expenses of administration, and :all property includible in my taxable estate, whether or not . passing under this Will, shall be free and clear thereof. . l l . I appoint my "husband , John 'B. ~ Merri s , as executor ' . ~. ~~~- hereunder, and in the event that he should be unable or un-. willing to serve, I appoint my sons, John B. Merris, Jr, and " Donald T:~. Merris, to serve in his place as co-executors. My executor shall not be required to post bond or other security. for the faithful performance of his duties. ~ ~~~ 12. S appoint the Dauphin Deposit Trust Company, caf . - Harrisburg, Pennsylvania, as the guardian of the property of " any minor beneficiaries hereundero ~ - IN WITNESS WHEREOF, I, the said MARY C. MERRIS, herewith set my hand to .this my last .Will, typewritten an four (41 sheets of paper, including.the attestation clause and sig- .natures of witnesses, up©n each one of which I have also written m name this '~ y ~~ da of ~ ~~~ ~~~ ~. y-~ ~°~- ~-~--- µ 1968. Y ti~ y ~~ 9 . s.,----~ . `~ - ,; .,..1~ . On the ~; ~ ~~`~ day of ~~fi~°r1~~,i.~. ~ ~' °'~~ , 1968, Mary C. Merris .declared to us, the undersigned-,that the foregoing instrument . . was her last Will, .and she requested us to act as witnesses '' to the same and to her signature thereon. She thereupon signed said Will in ou.r presence, we being present at the same time. We now, at her request, in her presence and in the presence of each of us hereby subscribe our names as witnesses. Each of us hereby declares that he believes this testatrix to be of " sound mind and memory. residing at ~~-~:~,,,~ '~~~°- residing at ~ ~~ ~` ~ ~~ •~~ . ,: -G'~ ~- - ~~ ,,, -4- N a.r a r1#.:: 41 2s F !; 4,1~r ~ 0.~~ ,v ~,ce +~~r-. ... r -j rL It~.l ~j ~ ~ ~ +} ~ ~ + ~f - ~ x14, ~~ ~ ~ rs~fr~ Fr h. ~ I }r ':~ ~ L~~+I ~~*+~v*~~1.{3 ._ ,~'° Pik tf' S'v~,k~kl u~~'+`It>< "-~ *'p~~t } S ~ _ ` _ { ~ "+~ y ~ ~~ ~ ~~ ,~ ~ ~~ '.~~~~rtif lR~~"~iKy'~ti ~4i '~ ~~yt ~ txi c~y~s. ~ ti ~ ,~y ~' 3,~ E`~'~z'~'e"a1's~,~xi'~~,~ i ~ ~~ ~`~,~.~~ ~ ,~ ~ r q~a r ~ 1 ~~ ~ ~ ~r~ ~r~7 "`fib."-S~a f'~t4fd.,,~y~tii r~Ya'!.' ~ =~>ri+~i 1 .: ~ ,~ v irk ~. ' fit.. . t`rtc - h~R. ~.1SN t~T:~ f~ r,`P~ ~x. .. ;.~.:f ... .~- .~.~''~~.;.ac ?i ..S~tt ~:. ~ ~ ~ i'.,r .~, .i .. .., .. ~ ;.".i;: e