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
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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