HomeMy WebLinkAbout10-07-10
1,50561,01,40
REV-1500 EX (01-10)
OFFICIAL USE ONLY
PA Department of Revenue Coun Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN ~
PO BOX 280601 2 I, 0 9 0 9 9 6
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
5 8 5 5 2 6 2 1 2 0 9 0 7 2 0 0 9 0 5 0 5 L 9 2 9
Decedent's Last Name Suffix Decedent's First Name MI
T H O M P S O N H U G U E T T E
(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
REC~i~~~ ER ~~ il1llL~~
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Rei:urn (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
B E N J A M I N J B U T L E R 7 L 7 ~ 3 61,~~.= 4 8 5
r-- ~ ~ --- :_ ~ ,
r ----
REGISTEE€x~ •• ILLS USF~LY '~,'
First line of address ~ , ; . }-:? ---d - ~ ~'
5 0 0 N T H I R D S T R E E T !
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Second line of address _
II -
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P O B O X
1
0 0 4 ~ ~..:
'~~~ '~' _ _
~.
City or Post Office State ZIP Code ~ _ DATE FILED _ _ ~
H A R R I S B U R G P A L 7 L 0 8
Correspondent's a-mail address: LAWYERS cr,BUTLERLAWFIRM.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 preparer other than the personal representative is based on all information of which preparer has any knowledge.
S NATU PERS RESP IBLE FO FILING RETURN DAVE
~~ ~~
ADDRE
39 ~ILLO WAY DRIVE ENOLA PA 1,7025
SIGN URE PR R TH T N REPRESENTATIVE p T
~~.~~~~~
ADDR S
500 N HIRD STREET, PO BOX 1,004 HARRISBURG PA 171,08
PLEASE USE ORIGINAL FORM ONLY
Side 1
1,5056101,40 7,505610140
Ja~~
J 1,50561,0240
REV-1500 EX
Decedent's Name: HUGUETTE THOMPSON
Decedent's Social Security Number
5 8 5 3 ~'_ 6 2 7L 2
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 and Notes Receivable (Schedule D) ........................ .. 4. •
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 2 6 4 4 7 . 6 5
6. Jointl Owned Pro ert Schedule F
y p y ( ) ^ Separate Billing Requested .....
.. 6. i8 5 5 • 6 5
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ..... .. 7. Ir 0 0 0 0 . 0 0
8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 3 ~ .3 0 0 • 3 0
9. Funeral Expenses and Administrative Costs (Schedule H) .............. .... 9. ~ 6 ~~ 6 1, 0 8
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ......... .... 10. 9 ~~ 8 6 . 2 7
11. Total Deductions (total Lines 9 and 10) ........................... .... 11. 2 6 i{ 4 7 . ~, 5
12. Net Value of Estate (Line 8 minus Line 11) ........................ .... 12. 1, 0 ~g 5 5 . 6 5
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. I, 0 ~ 5 5 . b 5
TAX CALCULATION -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 0 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .045 1, 0 8 5 5 6 5 16.
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 1 g.
19. TAX DUE .................... ......................... .. ..... .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
150561,0240 150561,0240
0. 0 0
4 8 8. 5 0
o. 0 0
0. 0 0
4 8 8. 5 0
J
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 2l 09 0996
DECEDENT'S NAME
HUGUETTE THOMPSON
STREET ADDRESS
39 WILLOW WAY DRIVE
_--
CITY - -- ---_-
STATE 1 ZIP
ENOLA PA ~ I7025
Tax Payments and Credits:
~ ~ Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments 360.00
B. Discount
3, Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Total Credits (A + B) (2)
(3)
(4)
(5)
Make check payable to: REGISTER OF WILLS, AGENT
488.50
360.00
0.00
0.00
128.50
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 : ...................................................................... ^ ^X
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ X^
c, retain a reversionary interest; or ................................................................................................ ^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ X^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... X^
3. Did decedent own an "intrust for" or payable-upon-death bank account or security at his or her death? ......... ^ X^
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 I T AS PA RT 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 Jan. 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 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 21 years of age or younger at death to or for the use of a natural parent, ari
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, excepl: 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)]. 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-1508 EX + (6-98)
T ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY _
ESTATE OF FILE NUMBER
HUGUETTE THOMPSON 21 09 0996
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 Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Social Security -Final payment made in September for the month of August 1,236.70
2. Cash I 22,105.95
3. 2009 1040 -Refund 2,897.00
4. 2009 1040X -Refund 181.00
5. Miscellaneous 27.00
TOTAL (Also enter on line 5, Recapitulation) I $ 26 447.65
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (01-10)
r ~
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF: FILE NUMBER:
HUGUETTE THOMPSON 21 09 0996
If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. Brigitte A. Alandar
B. Richard Alandar
C
JOINTLY-OWNED PROPERTY:
39 Willow Way Drive Daughter
Enola, PA 17025
39 Willow Way Drive Son-in-law
Enola, PA 17025
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DE:CEDENT'S INTERESI
1. A. 1/22/74 Sovereign Bank -Savings Account No. 0354003469 614.84 _50, 307.42
with accrued interest of $.17
2. A. 12/19/02 Sovereign Bank -Checking Account No. 2561004724 877.86 50. 438.93
with accrued interest of $.00
3. A. 11/6/00 Sovereign Bank -Checking Account No. 0921700083 327.88 16.666666 54.65
with accrued interest of $.00
4. B. 11/6/00 Sovereign Bank -Checking Account No. 0921700083 327.88 16.666666 54.65
with accrued interest of $.00
TOTAL (Also enter on Line 6, Recapitulation) I $ 855.65
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (08-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
HUGUETTE THOMPSON 21 09 0996
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
% OF DECD'S
INTEREST
E~;CLUSION
(IF APPLICABLE)
TAXABLE
VALUE
1. State Employees' Retirement System -Non-Taxable Death Benefit
There is no PA inheritance tax on SERS death benefit payments
Beneficiary: Brigitte A. Alandar
2. Cash transfer to Brigitte A. Alandar (daughter) on September 4, 2009 13,000.00 100.00 3,000.00 10,000.00
TOTAL (Also enter on Line 7, Recapitulation) I $ 10,000.00
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
r
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HUGUETTE THOMPSON 21 09 0996
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Michael J. Shalonis Funeral Home 2,434.04
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) Brigitte A. Alandar S,C100.00
Street Address 39 Willow Way Drive
City Enola State PA ZIP 17025
Year(s) Commission Paid: 2010
2 Attorney Fees: Butler Law Firm 5,000.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500.00
Claimant Brigitte A. Alandar
Street Address 39 Willow Way Drive
City Enola State PA ZIP 17025
Relationship of Claimant to Decedent Daughter
4. Probate Fees: 132.00
5 Accountant Fees:
6. Tax Return Preparer Fees: 2009 1040 and PA-40 and 2009 1040X (AJS Accounting, Inc.) 200.00
7. Cumberland Law Journal -Estate Advertising 75.00
8. Sovereign Bank -Research Fee 20.00
9. The Sentinel -Estate Advertising 219.40
10. Metro Bank -Check Fee 20.75
11. Overnight Mail 18.19
12. Cumberland County Register of Wills -Additional Short Certificates 12.00
13. Cumberland County Register of Wills -Filing Fee 30.00
TOTAL (Also enter on Line 9, Recapitulation) I $ 16,661.38
If more space is needed, use additional sheets of paper of the same size.
REV-1512 E~X+ (12-08)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HUGUETTE THOMPSON 21 09 0996
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE. AT DATE
NUMBER DESCRIPTION OF DEATH
1. Chase Bank USA, N.A. -Account Ending in 9180 834.74
c/o Phillips & Cohen Associates, Ltd.
2. BJ's Visa -Account Ending in 3112 1,282.10
c/o NCO Financial Systems Inc.
3. GE Money Bank -Account Ending in 3392 1,050.63
4. East Pennsboro Ambulance Service Inc. 413.08
5. Bank of America -Account Ending in 9726 5,161.72
c/o Phillips & Cohen Associates, Ltd.
6. First Choice Rehab Spec 144.00
7. Hospice of Central Pennsylvania 900.00
TOTAL (Also enter on Line 10, Recapitulation) ' $
j 9,786.27
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (01-10)
pennsylvania ~ SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
HT TCiT TF.TTF. TH(~MP4(~N 21 09 099
RELATIONSHIP TO DECEDENT 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).]
1. Brigitte A. Alandar Lineal 10,801.00
39 Willow Way Drive
Enola, PA 17025
2. Richard Alandar Lineal 54.65
39 Willow Way Drive
Enola, PA 17025
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ;6
IT more space Is needed, use aadltlonal sheets of paper of the same size.
E X GRANTED TEMPLATE
Page 1 of 1
Benjamin J, Butler
From: RV, Inheritance Tax Extension [RA-InheritanceTaxExt@state.pa.us]
Sent: Wednesday, May 26, 2010 4:04 PM
To: Benjamin J. Butler
Cc: 'gfarner@ccpa.net'
Subject: Huguette Thompson, Est.
~~.
C'lEP`fia,l^iTMcN T Chi= ~:E~EN!t3E
__ _...
The following message is being sent from an unmonitored account. Please do not reply.
Re: Estate of Huguette Thompson
File Number 2109-0996
Dear Sir or Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest
from accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 12/07/10. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s)
will be granted that would exceed the maximum time permitted.
We now offer you the option to request your extension request via a-mail. Please use the
following a-mail address: RA-InheritanceTaxExt@state.pa.us. Please contact me with any
questions or concerns at 717-787-8327.
Sincerely,
Claudia Maffei, Supervisor
Document Processing Unit
Inheritance Tax Division
Please do not reply to this email. This mailbox is not monitored and you will not receive a response. For assistance, visit us on the
web at www.revenue.state.pa.us or call us at 717-787-8327
The information transmitted is intended only for the person or entity to whom it is addressed and may contain confidential and/or
privileged material. Any use of this information other than by the intended recipient is prohibited. If you receive this message in error,
please send a reply a-mail to the sender and delete the material from any and all computers.
8/1/2010
COMMONWEALTH Or PEN .SYL
DEPARTjv1ENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
• DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
ALANDAR BRIGITTE A
39 WILLOW WAY DRIVE
ENOLA, PA 17025
fold
ESTATE INFORMATION: 5SN: 585-32-6212
FILE NUMBER: 2109-0996
DECEDENT NAME: THOMPSON HUGUETTE
DATE OF PAYMENT: 05/19/2010
POSTMARK DATE: 05/17/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 09/07/2009
REV-1162 EX(11-96)
NO. CD 012771
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $360.00
I
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK# 107
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
INITIALS: SAP
RECEIVED BY:
$360.00
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
y~yr r~~ r r r
Sovereign Bank
ESTATE OF Hug_ uette L Thompson
SOCTA-L SECU~TY ##: 585-32-6212
DATE OF DEATH: September 7, 2009
Account #: 0354003469 Type; Savings Open date: l /22/1974
In the name of: Huguette L Thompson or Brigitte A Alanadar(Bridgette or Richard Alandar POA)
Date of Death Balance: $614.67
Iut.(YTD) from 1 /1 /2009 to 6/30/2009 $0.86
Accrued interest to date of death: $0.17
Other lnfo:
Account #: 0921700083 'T'ype: Checking Open date: 11 /6/2000
In the name of: Brigitte A Alandar or Richard A Alaadar or Huguette L Thompson
Date of Death Balance: $11,991.49
Int.(XTD) from; 1 / 1 /2009 to 9/7/2009 : $0.00
Accrued interest to date of death: $0.00
Other Info: -'-'
Account #: 2561004724 Type: Checking Open date: 12/].9/2002
In the ns~me of: Huguette L Thompson or Brigitte A Alaaadar(Bridgette or Richard Alandar POA
Date of Death Balance: $877,86
lnt.(YTD) from 1/1/2009 to 8/11/2009 : $0.23
' A,ccrucd lnnterest to date of death: $0.00
Other Info:
Account #: 2565170988 Type: CD Open date: _-1-1'/15/2005
Yn the name of: Huguette L Thompson(Bridgette or Richard Alandar POA)
Date of Beath balance: $0.00
Ynt.(YTD) from 1/1/2009 to 9/4/2009 $332.60
Accrued interest to date of death: $0.00
Other Info: closed 9/4/09 for $11,863.61
Account #: 2565170996 Type: CD Open date: 11/16/2005
In the name of: Huguette L Thompson(Bridgette or Richard Alandar POA)
Date of Death Balance: $0.00
Int.(YTD) from 1/1/2009 to 9/4/2009 : $325.81
Accrued interest to date of death: $0.00
Other Info: closed 9/4/09 for $11,621.1.7L
. Page 1 of 2
{
yin ~~~ • •~
Sovereign Bank
ESTATE OF Huguette L Thompson
SOCIAL SECURITY #: 585-32-6212
DATE OF DEATH: September ?, 2009
Account #: 2565171002 Type: CD Open date: 11/16/2005
In the name of: Huguette L Thompson(Brid~ette or Richard Alandar POA)
Date of Death Balance: $0.00
Int.(YTD) from lJ1/2009 to 9/4/2009 $325.81
____~
Accrued interest to date of death: $0.00
Other Info: closed 9/4/09 for $ 11,621.17 ~
Page 2 of 2
LAST WILL AND TESTAMENT
OF
HUGUETTE THOMPSON
I, HUGUETTE THOMPSON, of East Pennsboro Township, Cumberland. County,
Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby
revoking all Wills and codicils by me at any time made.
ITEM 1. I direct that all inheritance and estate taxes becoming due by reason of
my death, whether such taxes may be payable by my estate or by any recipient of any property,
shall be paid by my Executrix out of my residuary estate, as an expense and cost of
administration of my estate. My Executrix shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property
not passing under this Will. In the absolute discretion of my Executrix, she may pay such taxes
immediately or may postpone the payment of taxes on future or remainder interests until the time
possession thereof accrues to the beneficiaries. I also direct my Executrix to pay the expenses of
my last illness and. funeral expenses from the property passing under this Will as an expense and
cost of administration of my estate. It is my desire that there be no funeral service and rio
viewing of my remains.
ITEM 2. It is my desire that my life not be prolonged by extraordinary means if
my condition is determined to be terminal and incurable. I am aware and understand that this
writing authorizes a physician to withhold or discontinue extraordinary means.
~~~ .~ ..e .bG, ~I~ Dvwy ,~ s~~-
ITEM 3. I give, devise and bequeath all of the rest, residue and remainder of my
estate, of any kind whatsoever, real, personal and mixed, and wheresoever situate, unto my
daughter, BRIGITTE A. ALANDAR, if she survives me.
ITEM 4. In the event that my daughter, BRIGITTE A. ALANDAR, should
predecease me, or if she and I should die as a result of a common disaster or under such
circumstances that it is difficult or impossible to determine who dies first, I give, devise and
bequeath all the rest, residue and remainder of my estate of any kind whatsoever, real, personal
or mixed, and wheresoever situate unto my Trustee, IN TRUST, for my granddaughters,
GABRIELLE ALANDAR and BRYANNA ALANDAR, for the following uses and purposes:
(a) The Trustee shall divide the trust corpus into equal parts
corresponding in number to the number of my granddaughters who shall survive me, and shall
allocate one of such equal parts to each granddaughter.
(b) The Trustee shall pay to or expend and apply for the benefit of my
granddaughters so much of the income and principal as he, in his sole discretion, deems
necessary for the proper support, maintenance, welfare and education of my granddaughters.
Any such distribution shall be made only from the part of the trust property designated a.s being
for the granddaughter benefited. Any income not distributed shall be added to principal,.
(c) The Trustee shall pay over to each such granddaughter the enl:ire
principal of her part as it shall exist at her attaining the age of twenty-five (25) years.
(d} In the event that one of my granddaughters dies prior to attaining the
age of twenty-five (25) years, her part shall be added to the part being held for my surviving
granddaughter, or distributed to my surviving granddaughter if she is over the age of twenty-five
(25) years.
(e) No part of the income or principal of the property held under this trust
shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or
receivex in bankruptcy of any beneficiary prior to his or her actual receipt thereof. The 'Trustee
shall pay over the net income and the principal to the parties herein designated as their interests
may appear without regard to any attempted anticipation, pledging or assignment by any
beneficiary under a trust, and without regard to any claim thereto or attempted levy, attachment,
seizure or other process against said beneficiary.
ITEM 5. In addition to the powers conferred by law, the Trustee shall have the
following powers:
(a) To retain in his absolute discretion and for such period as to I-un shall
seem advisable, any and all assets constituting the Trust Fund, without liability, for any loss
incurred by reason of the retention of such assets.
(b) To change investments and properties, and to invest and reinvest all or
any part of the corpus of the Trust hereby established, in such securities, investments, or~ other
property as to him seems advisable and proper, irrespective of whether the same are authorized
for the investment of trust funds by the laws of the Commonwealth of Pennsylvania.
~ a~u--
-3-
(c) To sell all or part of the property which at any time may constitute a
part of the Trust hereby established, at~ such times, upon such terms, for cash or on credit, with or
without security, in such manner and at such prices, either at public or private sale, as to him
shall seem advisable and proper, and to execute good and sufficient deeds and bills of sale
therefore.
(d) To lease any property held by him and fix the duration of the term,
irrespective of the provisions of any statute or of the termination of the trust; and to mortgage,
pledge, collect, convert, redeem, exchange, or otherwise dispose of any securities or other
property at any time held by him.
(e) To borrow money, whether to pay taxes, exercise subscriptions, rights,
and options, pay assessments or to accomplish any other purpose of any nature incidental to the
administration of the Tntst hereby established, and to pledge any securities or other property held
by him as security therefore.
(f) To enforce any bonds, mortgages, or other obligations or liens held
hereunder; to enter upon such contracts and agreements and to make such compromises or
settlements of debts, claims, or controversies as him may deem necessary or advisable; to submit
to arbitration any matter or difference; to vote personally or by proxy any shares of stock which
may at any time be held by him theretulder.
(g) To consent to the reorganization, consolidation, merger, liquidation,
readjustment of or other change in any corporation, company, or association, or to the s,~le or
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a
lease of the property thereof or any part thereof, any of the securities or other property of which
may at the time be held by him thereunder, and to do any act or exercise any power wit~~.
reference thereto that maybe legally exercised by any person owning similar property ui his own
right, including the exercise of conversion, subscription, purchase or other options, the deposit or
exchange of securities, the entrance into voting trusts, and the making of agreements or
subscriptions which. he may deem necessary or advisable in connection therewith, all without
applying to any court for permission to do so, and to hold, redeem, sell or otherwise dispose of
any securities or other property which he may so acquire, irrespective of whether the same be
authorized for the investment of trust funds by the laws of the Commonwealth of Pennsylvania.
(h) To cause to be registered in his name as Trustee hereunder, o:r in the
names of his nominees without qualification or description, any securities at any time held in the
Trust hereby established.
(i) To determine the manner in which the expenses incidental to or
connected with the administration of the Trust hereby established shall be apportioned a.s
between income and principal.
(j) To carry out agreements made by me during my lifetime, including the
consummation of any agreements relating to the capital stock of corporations owned by me at the
time of my death, and including the continuation of any partnership of which I may be a. member
at the time of_my death whenever the terms of the partnership agreement obligate my estate or
personal representative to continue my interest therein, and to enter into agreements for the
~1,w~,~„ .. ,~ ~,,~a~ N~^~
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.. •
rearrangement or alteration of my interests or rights or obligations under any such agreements u~.
effect at the time of my death.
(k) To apportion extraordinary and stock dividends received by lum
between income and principal in such manner as he may see fit; provided, however that all rights
to subscribe to new or additional stock or securities, and all liquidating dividends shall be
deemed to be principal.
The Trustee may freely act under all or any of the powers by this Agreement
given to him in all matters concerning the Trust hereby established, after forming his jucigrnent
based upon all the circumstances of any particular situation as to the wisest and best course to
pursue, without the necessity of obtaining the consent or permission of any person interested
therein, or the consent or approval of any court, and notwithstanding that he may also be acting
as an individual, or as trustee of other trusts, or as an agent for other persons or corporations
interested in the same. matters, or may be interested in connection with the same matters as
stockholders, directors or otherwise.
The powers herein granted to the Trustee maybe exercised in whole or in part,
from time to time, and shall be deemed to be supplementary to and not exclusive of the ;general
powers of trustees pursuant to law, and shall include all powers necessary to carry the s~une into
effect. The enumeration of specific powers herein shall not be construed in any way to ]limit or
affect the general powers herein granted.
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ITEM 6. The Tnlstee of the foregoing Trust shall be my son-in-law, RIC:HARD
ALANl~AR. In addition to other provisions applicable to trustees generally, the following
provisions shall apply to the Trustee:
(a) No bond or surety shall be required of the Trustee or of any successor
Trustee who shall serve hereunder.
(b) The Trustee or any successor Trustee may resign by an instrument in
writing.
(c) The Trustee or any successor Trustee may appoint any person, firm or
corporation, other than the Testatrix or any firm or corporation which the Testatrix has ~u1
interest, as successor Trustee.
(d) .Any successor Trustee shall have and may exercise all the rights,
powers, duties and discretions conferred or imposed on the Trustee.
(e) No one dealing with any Trustee need inquire concerning the validity
of anything the Trustee purports to do, or see to the application of any money paid or property
transferred~to or upon the order of.the Trustee.
(f) No successor Trustee shall be obliged to examine the account's and
actions of any previous Trustee. .
(g) No successor Trustee shall be responsible in any way for any acts or
omissions of any previous Trustee.
~~
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(h) No Trustee shall be liable for any act or omission unless the same be
due to that Trustee's own willful default.
(i) The compensation to be paid to any Corporate Trustee for its ordinary
services as Trustee shall be at the rates prescribed for similar mist services in its standard
compensation schedule in effect at the time of each charging of such compensation, unless it
agrees in writing to a different fee arrangement. Any Corporate Trustee shall receive reasonable
additional compensation for all requested or required extraordinary services. It may deduct the
compensation at such time or times and from such sources as it may reasonably determine.
Reasonable compensation shall be paid to any individual serving as Trustee, unless the
individual waives the right to receive compensation.
ITEM 7. If any income or principal shall be payable to any beneficiary v~rho shall
be a minor or shall be under a legal disability or in the sole judgment of my Executors or Trustee
shall otherwise be unable to apply such payments to his or her own best advantage (hereinafter
referred to as minority or incapacity), my Executors or Trustee shall hold such income and
principal during minority or incapacity and shall apply such income and principal to the health,
maintenance, support and education of such beneficiary during minority or incapacity without
the appointment of any guardian or committee or any authority of court and shall make all or any
portion of any such payment in any one.or more of the following ways:
(a) Directly to such beneficiary.
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(b.) To the legal guardian or conservator or custodian under the ZJniform
Transfers to Minors Act of such beneficiary.
(c) To a relative of such beneficiary to be expended by such relative for
the benefit of such beneficiary.
(d) By themselves, expending the same for the benefit of such
beneficiary.
Any remaining income and principal to which such beneficiary shall be entitled shall be paid and
distributed to such beneficiary on the termination of minority or incapacity.
ITEM 8. I hereby nominate, constitute and appoint my daughter, BRIGITTE A.
ALANDAR, as Executrix of my estate. In the event that she is unable or unwilling to serve in
this capacity, I then nominate, constitute and appoint my son-in-law, RICHARD ALATfDAR, of
Enola, Pennsylvania, as Executor of my estate.
In addition to the powers conferred by law, my Executors shall have the same
powers granted to my Trustee in ITEM 5 above.
My Executors are specifically relieved from the duty or obligation of filing any
bond or bonds.
My Executors are hereby authorized to disclaim any interest in property in
accordance with Chapter 62 of the Probate, Estates and Fiduciaries Code or Section 6103 thereof
and may do so without court authorization.
ITEM 9. For the convenience of my Executors, I note that this Will has been
prepared by Ronald D. Butler, Esquire and the Butler Law Firm.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
Will and Testament, this day of _ !~ ,~~ , 2009.
~~ Q ~6~- iISEAL}
Huguette Thompson
WITNESS:
!j~ `-"'~-`1/ ~~~- residing at ~" `r'S~ C9~-~ o "`.°-`°
,~ residing at ~ ~ ~,'~f o~~,v ~av ~ r ~ ~ e
,~no/a ~a.
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.~ ~ • •
COMMONWEALTH OF PENNSYLVANIA. )
SS.
COUNTY OF CUMBERLAND
T
We, HLTGUETTE THOMPSON, ~ o ,~ c}- ~ ~ c...~~" L ~f~_ ,and
~ C{~,~,~ ~j ~ L,q.~ ~ ~.p` ,the Testatrix and the witnesses respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly (or willingly directed another to sign for her) and that
she executed it as her free and voluntary act for the purpose therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to
the best of their knowledge, the Testatrix was at that time eighteen years of age and older, of
sound mind and under no constraint or undue influence.
o~-
Huguette Thompson
Wi ess
W tness
Subscribed, sworn to and acknowledged before~me by HUGUETTE
T OMPSON the estatrix, and subscribed and sworn to before me by
o J~ - v~ f and .~, ~. FEA ~ ,~ c,A~1~,4~..~ ,the
witnesses, this day of~ ~~~ ~ _, 2009.
o ary Public _
My Commission Expires:
COMMONWEALTH OF PEi~d~lSYLVANtA
PIflTA121A,L SEAL
CHERYL L. FER~C~IiSON, Rlotary Public
City of Harrisburg, Dauphin County
My Cor~nission Expires April 6, 2012
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