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HomeMy WebLinkAbout02-03-11 (2)-~ REV-1500 Ex(01-'°' 1505610143 PA Department of Revenue y OFFICIAL USE ONLY peons ania Bureau of Individual Taxes oErARiMENTOFREVENUE County Code ~ Y~r File Number Po Box.2eoso~ INHERITANCE TAX RETURN 21 ',10 0 0 6 4 7 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 174 20 7566 05 03 2010 07 04 1924 I, Decedent's Last Name Suffix Decedent's First Name MI SEARS HELEN M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffer Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW TE WITH THE THIS RETURN MUST BE FILED IN REGISTER OF ® 1. Original Retum ^ 2. Supplemental Retum ^ 3, Remai Rejtum (date of death prior to 12 13-82) ^ 4. Limited Estate ^ qa Future interest Compromise (date or assn, after 72-1282) ^ 5. Federal E fate Tax Retum R cared eQ ® B.. Decedent Died Testate (Attach Copy or ~ ^ 7. Decederh Maimained a Living Trust (Attach Copy of Tn,sy A. Total Nu ller of Safe Deposit Boxes ^ 9; Litigation Proceeds Received ^ 10, spousal Poverty Credo (date or death between 1231 B1 and i-1-96) ^ 11. Election tax under Sec. 9113 A ( ) (Attach . b) CORRESPONDENT.- THI8 SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND Name . CONFID ENTI AL TAX INFO TIbN SHOULD BE DIRECT ED O DEBRA R WALLET Daytlme Tale a Number 717 73 7 1300 Fi REGISTER LLS USL~NLY ~r~~s rst Ilse of addross t i G ~~ 24 NORTH 32ND STREET C'> CX7 C ~, 'T:7 '~. ~~ ~ Second line of address r ~ ~ ` -rt'1 N r'* r City or Post Office State ZIP Code D ED ~, T CAMP HILL PA 17011 corresptxt~rtt's e-mail addross: w a I I e t d a b~ a o 1. c o m Under penattles of perjury ~> ha~e e>~mined this return, inducting accompanying schedules and staFements; and bo the it is true,:correct and otxn preparer other than the personal repreaerltatve is based on all information of which pr SIG~NA~TIURE OF PERSON RESPONSIaL\E\F/OR FILING RETURN i ~` '~c-~ • ~~ k~__~~ a ~ Matrgaret Howard ADDRE~ ~ 34 Newport Drive, Wayne, PA 19087-5058 i1GNATURE OF PREPARER OTHER THAN REPRESENTarivF Debra K Wallet 24 North 32nd Street, Camp Hill, PA 17011 Side 1 DATE 'Kw~y 1iL..Zbi! L 1505610143 1505610143 knowledge and belief, any knowledg@. ~ l - \\ J REV-1500 EX oeceaenrs Name: SEARS , HELEN M ~ecedent'~ Social Security Number 174 'i20 7566 R~~.nrr ~ uuo- nvn 1. Real Estate (Schedule A) .......................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned properly (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vrvos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7, 8. Total Gross Assets (total L• fines 1-7) ....................................................................... g, 9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductlons (total Lines 9 & 10) .................. .................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................................... .............. 12. 13. Charttable 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. ~nx cvINPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate x .045 2 3 5, 2 6 0. 9 3 16. 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 1 g. 19. Tax Due ........................................ ................................ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L 1505610243 1b05610243 Side 2 174,289.21 22,239.52 7,498.51 51,170.46 X55,197.70 14,068.34 5,868.43 19,936.77 X35,260.93 235,260.93 10,586.74 10,586.74 ~I 1505610 43 REV-1500 EX Page 3 File Number 21 - 10 - 00647 Decedent's Complete Address: Sears, Helen M 20 N. 12th Street A~MIC Lemoyne PA Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditsJPayments A. Prior Payments B. Discount 3. Interest 8,000.00 421.05 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. Make Check Payable to: REGISTER OF WILD, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE 1. Did decedent make a transfer and: 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 d~ receiving adequate censideration? .......................... ................................................................. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her d 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property whicl contains a benefic~ry designation? ................ . .............. .................................... . ............................ IF THE ANSYYER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND 1 TE Yes No ............... ^ 0 th without .............. 0 ^ II, th?........: 0 ERAS PART OF THE RE1FU For dates of death on or after Judy 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfe to or for the use of the su ng spouse is 3 percent [72 P.S. §9196 (a) (1.1) (i)J. 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 (he surviving spouse is 0 pe nt [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto requirements for disGosure~o assets and filing a tax re um 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 yyears of age or younger at death to or ~or the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent p2 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 percx~nt, iexcept as noted in 72 P.S. §9116 1.2) p2 P.S. §9116 (a) (1)J. • ibling isis defined~un~der Sehcetiont9102 as en indlVltlual who has at least o ep~are^nt Insolbommon w~hpthe~ndeoedents~ ether by blood~or adoption. 17043 Total Credits (A ~ B) (2) (3) (4) 8,4211.05 .00 (5) 2,16 .69 DDw+oNVrEatN of ~NanvaNu NIFtERRANCE TA% RETURN REaDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Sears, Helen M All property jointly-owned with right of survivorship must be disclosed on Schedule F. - 00647 ITEM NUMBER DESCRIPTION UNII~ VALUE VALUE AT D~TE OF 1 Janney Montgomery Scott Account #74772752 ~ DEAT ~,I 159,41 ~.56 2 Edward Jones Account#270-07258-1-1 -bond fund II, !, ~I I ~~ ~~ 'i 14,87.65 TOTAL (Also enter on line 2, Recapitulatlor~) 174,288. 1 i SCHEDULE E CASH, BANK DSP~SITS, & MISC. c~oNwFxn+oFaeNNSnvnNw PERSONAL PROPERTY MINERRANCE TAT( RETURN . RESIDENT DECEDEM . ESTATE OF Sears, Helen M FILE N HYtBER 21 -1 t7 - 00647 ~ sun ~ the proceeds of litigation and the date the proceeds were received by the estate. All property jolrrtl -owrnsd with the ri ht of vorshlp must be disclosed on schedule F. 9 ITEM - NUMBER DESCRIPTION 1 Metro Bank checking account #0032019432 2 Household goods (based on proceeds from Haar's Auction) 3 Drop leaf table, bedside table (given to daughter, Patricia Forsythe, after death) 4 Commonwealth of PA -tax refund 5 The Patriot News subscription refund 6 Verizon Wireless refund 7 Travelers Insurance -renter's insurance refund 8 Janney Montgomery Scott Money Market Account 9 Cash in possession of Decedent 10 Edward Jones -cash in account #270-07258 ~,II VALUE AT D TE OF DEAT 1,33 .74 5, 08 .65 10 .00 30.00 I~ 20$.75 ~ .36 114.00 14,90.77 ~, 64.00 126 TOTAL (Also enter on Llne 5, Reoapltulatla~n) a.,1~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Sears, Helen M FILE NU BER 21 -10 - 00647 ff an asset was made joint within one year of the decedent's date of death, it must be reported on sc ule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RE TIONSHIP TO DECEDENT Margaret Howard A 34 Newport Drive Wayne, PA 19087-5058 Daug ter I i I JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT ~ l .10~ PRb'Ya-mount number Include name o nangal ms on a ban or similar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASS °~ OF DECD S INTEREST DATE OF DEA VALUE OF DECEDENT'S INT H REST 1 A before 1999 PNC Checking Acct. #51-4005-6164 14,997.01 50% 7,49 I .51 TOTAL (Also enter on Tine 6, Recapitulatio ) 7 498. 1 I I COMMONWEALTH OF PENNSYLVANIA ~~ SCHEDI~LE G INHERITANCE TAX RETURN RESI INTER-VIVOS TRANSFERS ~ DENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Sears, Helen M FILE N MBER ~ 1 -10 - 00647 This schedule must be completed and filed if the answer to any of qusstlons 1 through 4 n page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY Include the name of the trensferee, tt,eir reletloner,lp to decedent and the date of transfer. Attach a copy of the deed for reel estate DATE OF DEATH VALUE OF ASSET DECDFS (IF cwsro" PPLICABLE TAXABLE VAL E . INTEREST ) 1 Margaret Howard -daughter Cash gifts - 2009 2,000.00 2 ,000.00 0. 0 2 Margaret Howard -daughter 1,000.00 1 000 00 0 0 Cash gifts - 2010 . h . 3 2010 transfer from Janney Montgomery Scott acct. # 14,908.77 2 000 00 12 908 7 74772752 to joint account at PNC with Margaret . , . Howard (total transfer was $29,817.53. 1/2 shown on Schedule E, line 8) 4 Patricia Forsythe -daughter Cash gifts - 2009 2,100.00 2, 100.00 0. 0 5 Patricia Forsythe -daughter 1,000.00 1 00 00 0 0 Cash gifts - 2010 , . . 6 Sam Forsythe -grandson Cash gifts - 2009 2,100.00 2, 00.00 0. 0 7 Sam Forsythe -grandson Cash gifts - 2010 4,000.00 1, 00.00 0.0 8 Edward Jones Mutual Funds FBO Samuel Forsythe 16,042.66 2 00 00 acct. #270-07258 (established June 2002) ($900 , . 13,142.6 exclusion in 2009; $2000 exclusion in 2010) 9 Frank Sears -son Cash gifts - 2009 2,000.00 3, 00.00 0.0 10 Frank Sears -son Cash gifts - 2010 1,000.00 1, 00.00 0.0 11 David Sears -grandson Cash gifts - 2009 2,000.00 2,0 0.00 0.0 TOTAL (Also enter on Ilne 7, Recapitulatl ) 51,170. ~I 'I COMMO IN NWEALTH OF PENNSYLVANIA HERITANCE TAX RETURN SCHED~ INTER-VIVOS T yL~E G ~i p ~NSFERS Q [ RESIDENT DECEDENT MISC. NON-PROB~ ITE PROPER TY contin ued ESTATE O F Sears, Hein M FI LE N MIBER 1 - 10 - 00647 This schedule must be completed and filed If the answer to any of questio ns 1 throug h 4 n page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY 1rdids the "a"1° °~ ~ ~ tt~ relationship to and the date of trartder. Attach a Dopy d the deed for real e t t DATE OF DEATH VALUE OF ASSET DECD'S IF cLUSION TAXABLE VAL E 12 s a e. David Sears -grandson INTEREST ( PPLICABLE ) Cash gifts - 2010 1,000.00 1 ,000.00 0. 00 13 Molly Lutton -granddaughter 2,000.00 2 000 00 Cash gifts - 2009 , . 0. 0 14 Molly Lutton -granddaughter C 1,000.00 1 000 00 ash gifts - 2010 . 0. 0 15 Mark Leitch -friend Cash gifts - 2009 2,000.00 2 000.00 0. 0 16 Mark Leitch -friend Cash gifts - 2010 1,000.00 1, 000.00 0. 0 17 MST Bank IRA #35004200930920 (for the benefit of 25 119 03 Ma~aret Howard, Patricia Forsythe, and Frank Sears) , . I ~, i I II I I I i i ~,I 25,119. 3 III Page 2 of Schedule ~ ~ a SCFEDI~E H co~oNw~xrN of Po+NSn.vww ~[ MNEARANCE TA7( RETURN RE8IDENT DECEDENT w^~ /"YJ ESTATE OF Sears, Helen M FlLE N MBER 1 -10 - 00647 Debts of decedent must be reported on Schedule I . ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION ~, AMOUNT A• 1 usselman Funeral Home + ', 1,265.8 2 Rock Bass Grill (funeral luncheon) I~ , ~ 371.1 3 , Jerrold AXler (gas for funeral trans ortation I p ) , ~I 28.9 B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Margaret Howard 6 000 00 , . street Address 34 Newport Drive City Wayne state PA Zip 19087-505 ear(s) Commission id 2011 Pa 2. Attorneys Fees Debra K. Wallet, Esq. II 6,000.00 3. Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation) I Claimant Street Address Cdy State Zip Relationship of Claimant to Decedent 4. Probate Fees 372.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Postage, photocopies etc , . 30.00 TOTAL (Also enter on line 9, Recapitulation) 14 068.34 i ~~ oow,aNwFxTN of rENNSVw~ww INNERfTANDE TA7C NEILRN RESIDENT DECEDBd1' SCHEDULEI DEBTS OF bECEDEN7, MORTGAGE LIABILITIES, & LIENS ESTATE OF $@arS, Helen M FlLE N M~ER 21 -10 - 00647 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unr~imbursed medical ITEM NUMBER DESCRIPTION AMOU T 1 Susan Houdeshell (nursing care) 77 .00 2 Esther Olan (nursing care) 77 .00 3 Peter Ray (nursing care) ~~ ~ 20 .00 4 You Have Seniority (nursing care) 1,98 .32 5 Pinnacle Hospice 10 .00 6 Margaret Howard (reimbursement for medi ti ca ons) 400 .00 7 Mark Leitch (reimbursement for medications & household expenses) ~ 1,225 34 8 Chase Card 206 80 9 Vertzon 46 33 10 Essex House '~ 130. 7 11 Boscov's ~!~ 22. 7 TOTAL (Also enter on L1ne 10, REV-167J t7C+ (11-0a) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES ESTATE OF Sears, Helen M NUMBER NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY () RELATIONSHIP TO DECEDENT Do Nat List TnatNls) I~ TAXABLE DISTRIBUTIONS (nGude outright spousal distributions and transfers under Sec. X116 (a) (1.2)) 1 Margaret Howard Daughter 34 Newport Drive Wayne, PA 19087-5058 2 Patricia Forsythe Daughter 1022 Momingside Avenue Pittsburgh, PA 15206-1347 3 Frank D. Sears, Jr. Son 117 E. Countryside Drive Boiling Springs, PA 17868 FILE NMrJMBER _ $1 - 10 -00647 SHARE F ESTATE AMOUNT OF (w~grd») ($S$l 1/6 of res#duary Estate ~~ 1/6 of Estate 1/6ofl Estate Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 coverlsheet, as r NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT T B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER REV-167~EX+ty.pp) SC H EDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES continued RESIDENT DECEDENT ESTATE OF Sears, Helen M FILE N MBER NUMBER NAME AND ADDRESS OF PERSONS () RELATIONSHIP TO DECEDENT ~ 1 - 10 - 00647 SHARE C ESTATE AMOUNT RECEIVING PROPERTY Do Na u.c T.i (yy rds) (~ I~ TAXABLE DISTRIBUTIONS [include outright s ousel distributions and transfers under Sec. X116 (a) (1.2)] 4 Molly Howard Lutton P.O. Box 22 Granddaughter 1/6 of res duary Riverside, PA 17868 Estate I~ i~ 5 Samuel Forsythe 1022 Momingside Avenue Grandson 1/6 of res duary Pittsburgh, PA 15206-1347 Estate 6 David Sears 522 Orr's Bridge Road Grandson 1/6 of resi ~uary Camp Hill, PA 17011 Estate 2 of Schedule J LAST WILL AND TESTAMEl'!JT .~ f ~~ ®F ~~ HELEN 1VI. SEARS I~ I, HELEN M. SEARS, of Camp Hill, Cumberland County, Pennsyly 'a, bein of g sound and disposing mind, memory, and understanding, do hereby make, pu lish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and odicils that I have made, including the Will dated May 21, 2004. I, FIRST: I give, devise, and bequeath all of my Estate, of whatev r nature ~ and wherever situate, in equal shares, to the following individuals who shall survi~e me by thirty (30) days: my daughter, MARGARET HOWARD, of Wayne, Pennsylvania; I y daughter, PATRICIA FORSYTHE, of Pittsburgh, Pennsylvania; my son, FRANK D. SI~ARS, JR., of Boiling Springs, Pennsylvania; my granddaughter, MOLLY HOWARD LUT ON, of Danville, Pennsylvania; my grandson, SAMUEL FORSYTHE, of Pittsburgh, ennsylvania; and my grandson, DAVID SEARS, of Camp Hill, Pennsylvania. Should any f these individuals fail to survive me by thirty (30) days, but be represented by childre then living, these children shall take, per stirpes, the share to which my named beneficiary ould have been entitled if then living. I SECOND: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor, even though vested a~d distributable, shall not be subject to attachment, execution or sequestration for I y debt, contract, obligation or liability of any beneficiary and, furthermore, shall not bel subject to pledge, assignment, conveyance, or anticipation. I~, THE: All inheritance, estate, and succession taxes (including fnterest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally \ against the principal of my residuary estate, without apportionment or right reimbursement from any person. In the event that a substantial portion, as determined in the ole and absolute judgment and discretion of my Executor, of the non-probate assets such as an uity or ~, mutual funds are directed to be paid to a beneficiary or beneficiaries, so that tl~e taxes referred to herein would be paid out of the probate residue passing to the beneficiary o~ beneficiaries of this will (whether or not the same as the beneficiary or beneficiaries under the non-probate assets), my Executor, in the Executor's sole and absolute judgment and discrete on, shall have the right to allocate the full or partial payment of the taxes to the beneficiary o beneficiaries of the non-probate assets. FOURTH: In addition to all rights and powers conferred by law, I a~thorize and empower my Executor and his successors, in his absolute discretion and without necessity of obtaining court approval: II A. To buy investments at a premium or discount. B. To hold property unregistered or in the name of a nominee. C. To give proxies, both ministerial and discretionary. ~'~~ D. To compromise claims. E. To join any merger, consolidation, reorganization, votingrust plan, or any other concerted action of security holders and to delegate discretionll~ duties with respect thereto. ', F. To lend to, and buy from, my estate. ~, G. To borrow and to pledge real and personal property as seci~ri therefor. tY H. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, arkd to give options for sales, exchanges, or leases. I. To exercise any option permitted by law which he belieJ'es to be _. T advanta eous from th g e viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other a eases eith r xp as income tax deductions or inheritance or estate tax deductions, without regard to whether t~ey were paid ;`~ Ij i from principal or income and without requiring adjustments between principal and income for .~' i any resulting effect on income or estate taxes, and a deduction of such expense for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate set forth herein, even though the effect is to increase the share of on~ beneficiary or class of beneficiaries hereunder at the expense of another; and to make such ad#justments, if 1 any, between beneficiaries with respect thereto as he shall deem appropriate in view of the nature of the transaction and the amounts involved. J. To distribute in cash or in kind or partly in each. !, I K. To employ agents, legal counsel, brokers, and assistants, and to pay their fees and expenses as he may deem necessary or advisable to carry out. the provi ioas of this Will or any Trust. The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time, until the actual distribution of all property. All power, authorities and discretion granted here shall be in addition to those granted by law and shall~l be exercisable without leave of court. However, nothing herein shall be interpreted or construed to Ilj II ~i I encourage, authorize, empower, or permit the Executor to act or cause .anyojne to act in a manner contrary to or inconsistent with accepted standards of portfolio dive~'sification and risk ~I management. FIFTH: I nominate, constitute, and appoint my friend, MARK ~. LEITCH, of II Mechanicsburg, Pennsylvania, as Executor of this, my Last Will and Testam~nt. In the event of the renunciation, death, resignation, or inability of my friend to act for wh~tever reason in this capacity, then I nominate, constitute, and appoint my daughter, MARGAI T HOWARD, l~- as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my daughter to act for whatever reason in this cap city, then I nominate, constitute, and appoint my other daughter, PATRICIA FORSYTH~, as Executrix of this, my Last Will and Testament. I direct that no representative named above shall be required to post se~unity for the I faithful performance of his/her duties in any- jurisdiction insofar as I am able by law to relieve him/her of such obligation. Any of my representatives shall be entitled to reas I~nable compensation for the performance of the duties set forth here. I'~, IN 'WITNESS WHEREOF, I have hereunto set m hand and seal II' ~ ~ Y this ~ day of 2009, on this, the fourth of four typewritten pages. I have also si ed th gn e left-hand margin of the first three of these pages for purposes of identification oluly. ~~ ~~ G~y~~ HELEN M. SEARS r ~, SIGNED, PUBLISHED, and DECLARED by the Testatrix, HELEN M. SEARS, as her Last Will and Testament, in the presence of us, who at her request, in her'I presence, and in the presence of each other, have hereunto subscribed our names as witnesses. II' -~ ~ ~,1..~.w-- y~v ..~u ~ c,.., ,~ . ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, HELEN M. SEARS, Testatrix, whose name is signed to the attached instrument, moving been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. I ELEN M. SEARS ~, Sworn or affirmed to and subscribed before me by HELEN M. SE '~ ARS, ~he Testatrix, ~ ~ ~ day °f ~" , 2009. Notary Pu~li Modal Seal ~ M ~~ Mdary Camp WI Boro, gRr~bedaM My Oortrnb~sion E~ires oct ,201 ~ Member, Ponnsylvanla Asaociatlon (Votaries AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and ~.nrl L ,rnt, Y~ ~ ~ ,the witnesses whose names aze signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix, HELEN M. SEARS, sign and execute the instrument as her Last Will and Testament; that she executed it as her free and Ivolun act ~'Y for the purposes therein expressed; that each of us in the heazing and sight of tl~e Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testat;~ix was at that time 18 yeazs of age or older, of sound mind, and under no constraint or undue'i influence. Sworn or affirmed to and subscribed to before me by~,~,-~~ ~ (,,~~ ~ ~~ and ~'^ ~ • ~Yl~{s, ~ 1 ,witnesses, this ~ day of ~A.b ', 2009. Notary Publ COMMONWEALTH OF PENNSY VANLA Notarial Seal ~~~ ~ry Cam HI Borg, Cumbeitertd My Convralsston E~ires Oct 27, 1 Member, Pennsylvania Association of Notaries