HomeMy WebLinkAbout09-03-10--~ REV-1500 ~`(°'-'°) x - 1505610143
PA Department of Revenue '~ OFFICIAL USE ONLY
Pennsylvania County Code Year FdeNumber
Bureau of Individual Taxes DEPARTMENT OF REVENUE
Po Box.2sosol INHERITANCE TAX RETURN 2 1 0 9 0 0 8 2 7
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
162 22 7304 08 12 2009 07 03 1929
Decedent's Last Name Suffix Decedent's First Name MI
ANSEL SR. ROBERT M
(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 ^ 2. Supplemental Return
^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12.82)
® g, Decedent Died Testate ^ ~ Decedent Maintained a Living Trusi 8. Total Number of Safe De
(Attach Copy of Will) (Attach Copy of Trust) pOSit Boxes
^ 9. Litigation Proceeds Received ^ 10. spousal Poverty Credit (date of death 11, Election to tax under Sec. 9113 A
between 12-31- 1 and i-1-95) ^ ( )
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
SAMUEL L ANDES 717 761 5361
First line of address
525 NORTH 12TH STREET
Second line of address
City or Post Office
LEMOYNE
State ZIP Code
PA 17043
REGISTER OF WILLS USE QI~LY
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Correspondent's a-mail address: I a W a n d e S@ a O I. C O m
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~ptl~complete. Declaration of preparer o~ert(lan the personal representative is based on all information of which preparer has any knowledge.
-~e~G~~ -
Robert M. Ansel, Jr.
53 Old Stonehouse
~IGNATU OF P EPARER O E
PA 17015
Samuel L Andes
525 North 12th Street, Lemoyne, PA 17043
Side 1
1505610143 1505610143
1505610243
REV-1500 EX
oecedenf's Name: A N S E L, ROBERT M. S R.
Decedent's Social Security Number
16 2 2 2 7 3 0 4
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) .......................................................... 4. 0 . 0 0
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 2 5 8 , 4 8 4 . 4 4
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 5 9 , 1 1 8 . 5 0
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7,
8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 3 1 7, 6 0 2 9 4
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 2 9 , 3 9 9.19
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 2 7 0 2
11. Total Deductions (total Lines 9 & 10) ...................................................................... 11, 2 9 , 4 2 6 . 2 1
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12, 2 8 8 , 1 7 6 . 7 3
13. Charitable and Governmental Bequests/Sec 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. 2 8 8 , 1 7 6 . 7 3
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 .o0 2 6, 19 7. 8 8 15.
16. Amount of Line 14 taxable
at lineal rate X .045 2 6 1, 9 7 8. 8 5 16.
17. Amount of Line 14 taxable
at sibling rate X ,12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18•
19. Tax Due ................................................................................................................... .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
0.00
11,789.05
11,789.05
Side 2
L 1505610243 1505610243
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 09 - 00827
DE EDENT' NAME
Ansel, Robert M. Sr.
STREET ADDRESS
Country Meadows Bldg 5, Room 553
4833 E. Trindle Road
CITY STATE ZIP
Mechanicsburg PA 17050-3652
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A• Prior Payments
B. Discount
3. Interest
12,000.00
589.45
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check 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.
Totai Credits (A + B)
(1) 11,789.05
(2) 12,589.45
(3) 0.00
(4) 800.40
(5)
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 :.................................................................................. ^
b. retain the right to designate who shall use the property transferred or its income :.................................... ^
c. retain a reversionary interest; or .................................................................................................................. x
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 R AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 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 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 rectum 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 21 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 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 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 12 percent [72 P.S. §9116 (a) (1.3)1. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, w ether y blood or adoption.
SCHEDULED
COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES RECEIVABLE
INHERRANCE TAX RETURN
RESIDENT DECEDENT
~ I
ESTATE OF Ansel, RObelt M. Sr. FILE NUMBER
21 - 09 - 00827
All property jointly-owned with the right of survivorship must be disclosed on Schedule F
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 One-half interest in mortgage owed to decedent and Margaret S. Beard by Matthew D. and 0.00
Afton V. Lapadat. The debt is secured by a mortgage against property at 440 Virginia Avenue,
Mechanicsburg, Cumberland County, Pennsylvania. For calculation of the value of Decedent's
interest in the mortgage, please see Schedule F.
TOTAL (Also enter on Line 4, Recapitulation) ~ 0.00
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERRANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Ansel, Robert M. Sr. 21 - 09 - 00827
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Investment account No. 724-08665-12-410 with Morgan Stanley Smith Barney. See attached 249,615.41
statement.
2 Savings account No. 1684000084 with Sovereign Bank (date of death value includes accrued 5,536.05
interest). See letter and statement attached.
3 Checking account No. 1681701278 with Sovereign Bank (date of death value includes accrued
interest). See letter and statement attached.
4 I Checking account No. 10071 with Susquehanna Valley Federal Credit Union. See attached
letter.
5 (Miscellaneous items of personal clothing and effects.
2,827.55
5.43
500.00
I TOTAL (Also enter on Line 5, Recapitulation) I 258,484.44
214 Senate Ave
7th Floor
Camp Hill> PA 17011
te; 717 730 1800
fax 717 730 1894
toll free 800 237 1700
November 5, 2009
Samuel L. Andes
PO Box 168
Lemoyne PA 17043
Re: estate of Robert M. Ansel Sr.
Date of Death: 8/12/09
Dear Mr. Andes:
Here is the information you requested regarding the above referenced account:
• account number is 724-08665-12-410
• Robert M. Ansel Sr is the owner of the account
• the account was opened 6/2/86
• below is the value of the account as of 8/12/09
Amount Descri tion Price Value
587.64 Bank de osit ro ram 1.00 587.64
97 Ener izer holdin s 67.15 6513.55
30 FirstEner 43.19 1295.70
10 General Mills Inc 57.87 578.70
200 Hershey Co 38.61 7722.00
24 IBM 118.89 2853.36
32 Ralco Holdin s X2.71 2006.72
25 Rite Aid Cor 1.59 39.75
389.9848 Cohen & Steers Reit and Utlities 8.87 3459.17
645.87 Gabelli Global Gold Nat Res & Inc 14.25 9203.65
2136.0208 Nuveen E ui Prem Income 12.11 25867.22
1306.6224 Blackrock Enhanced Govt Fd 17.12 22369.38
8.6553 Nuveen PA Invt uali Mun Fd 12.632 109.34
3226.213 American Balanced "C" 15.00 48393.20
2669.23 Eaton Vance Penn Ltd Mat Muni 9.97 26613.22
1495.301 Eaton Vance PA Ltd mat Muni 9.97 14908.15
397.265 Ever reen E ui Index Fd "C" 35.46 14087.02
190.281 Ever reen E ui Index Fd "A" 35.58 6770.20
376.95 Ever reen Precious Metals "C" 54.39 20502.31
760.067 Ever reen Ome a Fund "A" 26.74 20324.20
1637.718 Pioneer Tax Free Income Fd 9.41 15410.93
TOTALS 249615.41
Should you require additional information please let me know.
Si erel
oons
Business Development Associate
/dak
TtiE tiyfO~RMATI4t~ ~'~RE1N HAS $~E!~`
OSTAiNED FROt~A SG'URCES AYE F,El.IEYF
TO E~ REt.lA81.~, 6U+ p:.} N'C>T GUARAfVT~
IT'S ACCt.iRACY ~:. ;'.~lv1Pi.~ i Et'~t"~.55.
MorganStanley
SmithBarney
Sovereign
. Court Ordered Processing \ Decedents - NIA1-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284
October 20, 2009
Samuel L. Andes
Attorney at Law
P.O. Box 168
Lemoyne, PA 17043
RE: Estate of Robert M. Ansel, Sr.
Date of Death: August 12, 2009
Dear Mr. Andes:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
Linda Spavento
Team Leader
617-533-1789
Sovereign Bank
ESTATE OF Robert M Ansel
SOCIAL SECURITY #: 162-22-7304
DATE OF DEATH: August 12, 2009
Account #: 1681701278 Type: Checking Open date: 4/12/1982
In the name of: Robert M Ansel, Rod M Ansel POA
Date of Death Balance: $2,827.55
Int.(YTD) from 1/1/2009 to 8/12/2009 $0.00
Accrued interest to date of death: $0.00
Otherlnfo:
Account #: 1684000084 Type: Savings Open date: 1/6/1978
In the name of: Robert M Ansel, Rod M Ansel POA
Date of Death Balance:
Int.(YTD) from 1/1/2009
Accrued interest to date of death:
Other Info:
$5,535.53
to 6/30/2009
$0.52
$4.10
Page 1 of 1
USQUEHANNA
ALLEY
FEDERAL CREDIT U N I O N
September 19, 2009
Samuel L. Andes
525 N. 12`h St.
PO Box 168
Lemoyne, PA 17043
Re: Robert M. Ansel, Sr.
Dear Mr. Andes:
The following is the information you requested regarding the accounts of Mr. Robert M. Ansel, Sr. at
Susquehanna Valley FCU. Mr. Ansel's account, number 10071, was opened on January 18, 1996. There
were no joint owners on the account. The value of the account on August 1Z, 2009 was $5.43, with no
accrued interest.
Enclosed is a check for the balance of the account.
Please let me know if you need any additional information.
Kind regards,
G~~C~~
Kathy Jo Shoaff
Member Services Supervisor
Enclosure
~~~ 3850 HARTZDALE DRIVE • CAMP HILL, PA 17011-7809 '~
LOCAL: 717 737-4152 TOLL FREE: - C~~
( ) (800) 948 1454 FAX: (717) 737-0589
SCHEDULE F
COMMOERITA CE AX RETURNANIA JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF Ansel, Robert M. Sr. FILE NUMBER
21 - 09 - 00827
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
Margaret S. Beard 29 Stoney Bank Road None
A Glen Mills, PA 19342
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT InGude name ofiinanRcalal IIOStItUtlO~ anpd bank account number
or similar identifying number. Attach deed for jointly-held real
estate. DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
DECEDENTS NTEREST
1 A 1997 Mortgage owed to Decedent and Margaret S. 118,237.00 50% 59,118.50
Beard by Matthew D. Lapadat and Afton V.
Lapadat, secured by a mortgage against
property at 440 Virginia Avenue, Mechanicsburg,
Cumberland County, PA, 17055 (owned by
Decedent and Margaret S. Beard as tenants in
i
i
I common without any right of survivorship).
i
i
I
TOTAL (Also enter on line 6, Recapitulation) 59,118.50
S(+HEDULE H
FIAVERAL E~~EENSES ~
COMMONWEALTH OF PENNSYLVANIA w^~A ~w
INHERITANCE TAX RETURN !'WIYI~~ I I~1~
RESIDENT DECEDENT wv ~ v
ESTATE OF Ansel, Robert M. Sr. I FILE NUMBER
21 - 09 - 00827
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Zimmerman Auer Funeral Home, Inc. 8,630.66
2 Gingrich's Memorials (headstone) 3,278.00
3 Organist, minister, and sexton for funeral service 425.00
4 Davenport's Italian Oven Restaurant (post-funeral reception) 987,69
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Samuel L. Andes
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
a. Probate l=ees .Register of Wills
Advertising
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7, Other Administrative Costs
1 Prothonotary (Beard litigation)
0.00
15,000.00
0.00
375.00
241.30
102.00
TOTAL (Also enter on line 9, Recapitulation) 29,399.19
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SdeH
wy.Funeral Ex{~er~ses &
FILE NUMBER
ESTATE OF Ansel, Robert M. Sr. 21 - 09 - 00827
Sheriff (Beard litigation)
Sovereign Bank (bank fees)
339.54
20.00
Page 2 of Schedule H
SCHEDULEI ~
DEBTS OF DECEDENT, MORTGAGE
COM NHERRANCE~ax RETURNA"w LIABILITIES, & LIENS
RESIDENT DECEDENT
~ ~
FILE NUMBER
ESTATE OF Ansel, Robert M. Sr. 21 - 09 - 00827
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM DESCRIPTION
NUMBER AMOUNT
1 (West Shore EMS (ambulance service)
27.02
TOTAL (Also enter on Line 10, Recapitulation) ~ 27.02
REV-1513 EX+ (11-08) j
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA B E N E F I C IARI E S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
~ FILE NUMBER
Ansel, Robert M. Sr.
21 - 09 - 00827
NUMBER
NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO
DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
RECEIVING PROPERTY Do Not Llat Trustee(s)
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Robin Cilmi Daughter 1/11th of residue
51 Monroe Street
Bravard, NC 28712
I
2 Robert M. Ansel, Jr. Son 1/11th of residue
53 Old Stone House Road S.
Carlisle, PA 17015
3 Rhonda M. Schneider Daughter 1/11th of residue
P.O. Box 899
Nome, AK 99762
Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 1500 cover sheet, as appropriate.
II NON-TAXABLE DISTRIBUTIONS:
I A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Penbrook United Church of Christ
56 Banks Street, Harrisburg, PA 17103 1/11th of residue
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
REV-1513 EX+ (9.Op)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES continued
ESTATE OF Ansel, Robert M. Sr. i FILE NUMBER
21 - 09 - OOA~7
NUMBER
NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT
Do Not Llst Trustee(s) SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
I~ TAXABLE DISTRIBUTIONS pnGude outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
4 Riane Williams Daughter 1/11th of residue
110 W illowbrook Drive
Boalsburg, PA 16827
5 Rory Ansel Son 1 /11th of residue
2754 Toland Drive
Fairfield, CA 94534
6 Rod Ansel Son 1/11th of residue
617 Carol Street
New Cumberland, PA 17070
7 Ross Ansel Son 1/11th of residue
17 Brookfield Drive
Elizaethtown, PA 17022
8 Ronica Ansel Daughter 1/11th of residue
6 N. Second Street
Wormleysburg, PA 17043
9 Rick Ansel Son 1/11th of residue
320 Valley Road
Etters, PA 17319
10 Dan Ansel Son 1/11th of residue
221 Howard Avenue
Pottsville, PA 17901
Page 2 of Schedule J
WILL
OF
ROBERT M. ANSEL
I, ROBERT M. ANSEL, of the Borough of Camp Hill, Cumberland Coi~nt;~,
Pennsylvania, declare this to be my last will and revoke any will previously made by
me.
irk ITEM I. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and
assessments imposed by any governmental body as a result of my death, whether
on property passing under this will or otherwise, shall be paid from my residuary
estate as soon as practicable after my decease as a part of the expense of the
administration of my estate.
ITEM I1. I give and bequeath all of my household goods, automobiles,
jewelry, and all other articles of household and personal use, equipment and
ornament, together with all insurance thereon and relating thereto, in equal shares,
to the PENBROOK UNITED CHURCH OF CHRIST and my following children, as
survive my death by thirty (30) days: ROBIN M. ANSEL; ROBERT M. ANSEL, JR.;
RHONDA M. SCHNEIDER; RIANE M. WILLIAMS; RORY M. ANSEL; ROD M. ANSEL;
ROSS M. ANSEL; RONICA M. ANSEL; RICK M. ANSEL and DANIEL N. ANSEL.
1
ITEM II1. I give, devise, and bequeath all the rest, residue,-and remainder of
my possessions and estate of every nature and wherever situate, in equal shares, .
to the PENBROOK UNITED CHURCH OF CHRIST and my following children, as
survive my death by thirty (30} days: ROBIN M. ANSEL; ROBERT M. ANSEL, JR.;
RHONDA M. SCHNEIDER; RIANE M. WILLIAMS; RORY M. ANSEL; ROD M. ANSEL;
~ ROSS M. ANSEL; RONICA M. ANSEL; RICK M. ANSEL and DANIEL N. ANSEL.
~ ITEM IV. All of the interests of the beneficiaries hereunder shall not be
~" subject to anticipation or to voluntary or involuntary alienation nor shall they be
subject to any execution or attachment.
ITEM V. I appoint my son, ROBERT M. ANSEL, JR., and my daughter,
RHONDA M. SCHNEIDER, Co-Executor and Co-Executrix of this my last will.
ITEM VI. In addition to the other powers and authorities granted to my
personal representatives by Pennsylvania law and by the other terms and provisions
of this will, I hereby give to my personal representatives the following powers and
authorities effective without court approval and until actual distribution of all
property.: to compromise any claim or controversy; to make distribution in cash or
in kind, or partly in cash and partly in kind, and in such manner as my personal
representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including any stock or other securities in any
2
corporate fiduciary or its successor without restriction to investments authorized
for Pennsylvania fiduciaries, as my personal representatives deem proper, without
regard to any principle of risk or diversification; to retain any or all assets of my
Pstate, real or personal, ~lvithout regard to ary principle of risk or diversification; to
sell at public or private sale, to exchange, or to lease for any period of time, any
real or personal property and to give options for sales, exchanges, or leases, for
such prices and upon such terms or conditions as my personal representatives
deem proper; and to allocate receipts and expenses to principal or income or partly
to each as my personal representatives deem proper in their sole discretion.
ITEM VII. I direct that my personal representatives and fiduciaries shall not
be required to give bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this ~4~`
day of IUtf VL7+'L ~3 X12_ 1996.
~,
ROBERT M. ANSEL
3
The preceding instrument, consisting of this and THREE other typewritten
pages, each identified by the signature of the testator was on the date thereof
signed, published, and declared by ROBERT M. ANSEL, the testator therein named,
as and for his last will, in the presence of us, who at his request, in his presence,
and in the presence of each other, have subscribed our names as witnesses hereto.
4
COMMONWEALTH OF PENNSYLVANIA )
( SS:
COUNTY OF CUMBERLAND )
The undersigned, being the testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, does hereby
acknowledge that I signed and executed the foregoing instrument as my last will, that I
signed it willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to and acknowledged
before ~~}}•.e by the testator named above
this~~}~'+day of N1P~Q_ , 1996.
n idOTAi~A~ SE.4!
v~- WEAIDY ,'i. C~tEE81.'~, Rio~aryr P~~fk
Otary PUbll lower Allen Twp., Cumberlae~d Co., pA
My Commission Expires May 10, 1999
COMMONWEALTH OF PENNSYLVANIA
( SS:
COUNTY OF CUMBERLAND )
WE, ~7,~..e~ L~~.G.J and ~~~ ~ ~-~~ C t= `~ ,the 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 testator sign and
execute the instrument as his last will; that he signed it willingly and that he executed it as
his free and voluntary act for the purposes therein expressed; that each of us in the hearing
and sight of the testator signed the will as witnesses; and that to the best of our
knowledge, the testator was at that time 18 or more years of age, of sound mind, and
under no constraint or undue influence.
Sworn or affirmed to and
acknov~rled ed before me this
day of~~~~'~L~1996.
.,~
Notary Publi¢~
~T1s 3EA!.
~Erd~Y ~. CPiE~~, BJa'~aey ~kiEic
Gower Allsn Tte~p., Ccir»~beri<ne~ ~„ i"A cJ
Mq Commission Expires May 10, 19}99