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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 C7 _wQ ~~ va ;~?-T'C7 f-'~ i ='-: i- ; =- r~i t -, , _ -• J ~rr DATaI~kED -..= __, ~> :~ `, .. ~,~ - . , 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