HomeMy WebLinkAbout02-15-11 (2)
150561Q142 _.
REV-1500 °` ~°'-1O' '~'
LY
OFFICIAL USE O
PA Department of Revenue ~va~ria N
Couniy Code Year ~ Fle Number
Bureau of Individual Taxes INHE
PO BOX 2i3060i
RITANCE TAX RETURN
ZI J ~ ~7
~ ~ Z~ d
R
Harrisburg PA i~i2t3-o6oi ESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
I
210-22-0133 12312010 05301927
Decedents Last Name Suffix Decedent's First Name Ml
HARRIS DORIS S
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name !~ MI
Spouse's Soaal Security Number
THiS RETURN MUST BE FILED IN DUPLICATE WI7~H ~'F
(E
REGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
® 1. Original Return O 2. Supplemental Return Q 3. Remainde Re u rn (date of death
prior to 12 2p
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal t Tex Return Required
death after 12-12-82)
- _ _
__
n
® 6 W 11 eM~~,e~l~ated O 7. Decedent Maintained a Living Trust ~ 8. Total Numt~er ~ f Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Liiti~gation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to under Sea. 9113(A)
between 12-31-91 and 1-1-95) (Attach . O
CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHO LD B DIRECTED T0:
Name Daytime Telephone umber
STANLEY A. SMITH, ESQUIRE (717) 2313 ra
731 ='
REGISTER I SSE Ol~
~ X
First line of address ~;
~~
ONE SOUTH MARKET STREET I
~
i
- tV
' ""t
~
Second line of address ~, ~
P . O . BOX 114 6 ~`~
City or Post Office State ZIP Code D, T ,LED
~
HARRISBURG PA 1?108-1146 !'
Correspondents e-mail address:
Under penaMies of perjury, l declare that i have examined this return, lnduding accompanying schedules and statements, and t° the tot knowiedfle and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which r as any knowledge.
RE OF PERSON RES SIBLE FOR FILING RETURN dTE
-~j l/
AD
C/O BROADS & STNON LLP, P. O. BOX 1146, HARRISBURG, PA 1710
SIGNATURE OF E PR ATNE 'i TE I e ~!
7 /
ADDRE
C/O RHO S & SINON LLP, P. O. BOX 1146, HARRISBURG, PA 1? 0 '
PLEASE USE ORIGINAL FORM ONLY ~
Side 1
1505610142 1505610~r4 J
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150561242
REV 1500 EX
Decedent's Sociajl Security Number
210 - 2 2- 0 3 3
Decedent's Name: DORI S S HARRIS
RECAPITULATION
i
1. Real Estate (Schedule A) ............................................. 1. ' •
2. Stocks and Bonds (Schedule B) ....................................... 2. •
3. Closet' 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. I •
I
6.
Jointy Owned Property (Schedule F) O Separate Billing Requested .......
6. ~
6 ~. , 2 0 4 . 3 4
7. Inter-V'rvos Transfers & Miscellaneous Non-Probate Pro e i
(Schedule G) O Separate Billing Requested........ 7. ~ p , 2 2 7.04
8. ) .............................
nes
roug
sse
s (
o
a
Total Gross . ,
9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ' S , 19 0 • 0 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. I •
11. Total Deductions (total Lines 9 and 10) ................................. 11. I!, ~ , 19 0.0 0
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ~/ ~ , 2 41.3 8
13. Charitable and Governmental BequestsfSec 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. 4 31.3 8
8
~ ~
1 th
h 7
l Li
t
t
t
A
fi ~ , 2 41.3 8
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.o45 75, 241.38 15.
18. Amount of Line 14 taxable
at lineal rate X .0 _ . 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
1505610242
Side 2
'~~~,385.86
•
•
13,385.86
O
15~5610~4~'
i
REV 1500 EX Page 3 Plle Number
Decedent's Complete Address:
DECEDENTS NAME
HARRIS, DORIS S. _
STREET ADDRESS ----f -- -
2523 INDIAN CREEK DRIVE _____-____
CITY ------.-- .STATE -~--- ~1-~IP ----
MECHANICSBURG ;PA ';17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments -
B. Discount
169.29
Total Credits (A + B) (2)
3. Interest
(3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fi11 in oval on Page 2, Llne 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPRORI
1. Did decedent make a transfer and: Ye$
a. retain the use w income of the property transferred :.......................................................................................... i
b. retain the right to designate who shall use the property transferred w its income : ............................................
c. retain a reversionary interest; w ..........................................................................................................................
d. receive the promise fw kfe of either payments, benefits or care? ......................................................................
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..............................................................................................................
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 benefcary designation? ........................................................................................................................
IF THE ANSWER TO ANY OF THE ABQVt QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G ANDFI1E
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
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 tQ or for the use of the s
(72 P.S. §9116 (a) (1.1) (ii}]. The statute does not exempt a transfer to a surviving spouse from tax, and the statu#ory requirement
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 fort th
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
72 P.S. §9116(1.2) [72 P.S. §9116(a}(1)].
e 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
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
3,385.86
169.29
3.216.57
BLOCKS
No
BART OF THE RETURN.
~~e of the surviving spouse is
rWiving spouse is 0 percent
;1`or disclosure of assets and
(JSe of a natural parent, an
~e~cent, except as noted in
3)~. A sibling is defined, under
REV 1508 FJC+ (01-10)
Pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FfIE NUMBER
DORIS S. HARRIS
if an assetwas made jointwithin one year of the decedents date of death, it must be reported on Schedule
SURVIVING JOINTTENANT{S) NAME ADDRESS IRE ~'IONSHIP TO DECEDENT
A•JEANNE M. SMITH 2523 INDIAN CREEK DRIVE D~U HTER
MECHANICSBURG, PA 17050 ~
B.
C.
I
JOINTLY-0WNED PROPERTY:
tfEM
NUdBER
FORJONr
TENANT
MADE
JOlIr
kialAE-MhS:OFFMWrCkLMLSTnUTIONAtDBANCACCOUMNU~IBERORSwIKAR
~ENTFYSIG NIR ATTACH DEED FOR JONiLY-HEW REAL ESTATE
DATE OF DEATH
VAUIE OF ASSET
DE
S7 DATE OF DEATH
VAIUEOF
DECEDENPS NTERES7
1. A MEMBERS 1ST FEDERAL CREDIT UNION i I
ACCOUNT NUMBER: 9003
129.151 ~
~i 50
64.58
2.
A
PSECU ~i
ACCOUNT NUMBER 0210220133
1
CHECKING ACCOUNT 2,143.65 I'50 1,071.83
MONEY MARKET 18, 317.74 '1 ~ 50
1 9,158.87
REGULAR SHARES 5.23 '' ! 50 2.62
3. A PNC BANK - CHECKING ACCOUNT
I
ACCOUNT NUMBER: 51-4002-6774 1,812.88 ~~'50
!,
~ 906.44
4.
A
U. S. TREASURY BILL ~
CUSIP: 912795UX7 100,000.00 ', 1 50
~I
~~
i
i
I
i
i 50,000.00
TOTAL (Also enter on line 6, Recapitulation) ~ 61, 2 0 4.3 4
(if more space is needed, insert additional sheets of the same s¢e)
REV-1510 FJ(+ (08-09)
SCHEdULE G
Pennsylvania INTER VIVOS TRANSFERS ~
DEPARTMENT OF REVENUE
INHt3tITANCETAxRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER'.
DORIS S. HP.RRIS
T'hie srhedulp must ~ rnmnleted and filed ff the answer to env of Questions 1 through 4 on the reverse side of the REV 15D0 COVEIR 5 SET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
RCLUDET}iE NAME OF THE TRIWSFEREE, THER RELATIONSHF TO DECEDENTAND
THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE
DATE OF DEATH
VALUE OF ASSET
96 OF DECD'S
INTEREST
LUSION
( CAnLE)
TAXABLE
VALUE
1. i!4ETLIFE ~
~
TOTAL CONTROL ACCOUNT #4041596824 20,227.04 100 '~
I
I
I
I
i
i
~I
ii
I
i 0,227.04
TOTAL (Also enter on line 7, Recapitulation) ~ 2 0 , 2 2 7.0 4
(If more space is needed, insert additional sheets of the same size)
REV ~s» Ex+ t~aoal
SCHEDULE H
~ Pennsylvania
FUNERAL EXPENSES &
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBEi~ ',
DORIS S. HARRIS
Debts of decedent must be reported on Schedule L
ITEM
NUMBER
DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES: ' ~
1. 3,990.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
StreetAddress
~y State tIP
Year(s)CommissionPoid:
2. Attorney Fees
3. F~n~y Exemption: (If decedent's address is not the same as Gaimant's, attach explanation)
Claimant
StreetAddress
City State ZIP
Relationsh~ of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. lax Return Preparer's Fees
7. COST OF AUTOPSY REPORT
700.00
1,500.00
TOTAL (Also enter on line 9, Recapitulation) S 6 , 19 0 , 0 0
(If more space is needed, insert additional sheets of the same sue)
REV-1513 EX+ (il-OS)
Pennsylvania SCHEDULE ]
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUM~IE(t
DORIS S. HARRIS
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. JEANNE M. SMITH DAUGHTER
2523 INDIAN CREEK DRIVE
MECHANICSBURG, PA 17050 i
MEMBERS 1ST FEDERAL CREDIT UNION ', !i 64.58
ACCOUNT NUMBER 9003
I
PSECU - ACCOUNT NUMBER 0210220133 ! ~ 1,071.83
CHECKING ACCOUNT
MONEY MARKET i 9,158.87
REGULAR SHARES ~ 2.62
i
PNC BANK - CHECKING ACCOUNT I, 906.44
ACCOUNT NUMBER 51-4002-6774
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1B OF REV-1500 COVER SHEET, PROPRIATE.
II NON TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
1. ,I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
i
'i
TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
If more space is needed, insert additional sheets of the same size.
SCIiEDULE J
BENEFICIARIES
U.S. TREASURY BILL
CUSIP: 912795UX7
METLIFE
TOTAL CONTROL ACCOUNT
ACCOUNT NUMBER 4041596824
I
SO,OOp.00~
i
I
20 227.
$81,43 ~.3
804959.1
LAST WILL AND TESTAMENT
OF
DORIS S. HARRIS
I, DORIS S. HARRIS, of Hampden Township, Cumb~xland
County, Pennsylvania, being of sound and disposing mindl~iand
memory, do make, publish and declare this to be my La~tWill and
Testament, hereby revoking all Wills and Codicils by meat any
time previously made. I~~
I am a widow and my only child born of my m~r~iage to m._~
I
late husband, Charles A. Harris, is Jeanne M. Smith (`~M~
Daughter"). II,
1. TANGIBLE PERSONAL PROPERTY. I give anc~l~equeath
all of my household furniture and furnishings, automo~pi~es, other
motor vehicles, books, pictures, jewelry, china, crys~a~.,
appliances, silverware, wearing apparel, articles of ho>~isehold or
personal use or adornment, to My Daughter, JEANNE M. 9M$TH, if she
survives me. If My Daughter, does not survive me, I gi~e such
articles to My Daughter's issue living at my death in~!,a~ nearly
equal shares as they shall select under the supervisidnl!of my
Executor. If any such articles cannot be fairly divided or
distributed in kind in the opinion of my Executor, such ',articles
Page 1 of 9 Pages
337997.1
shall be sold and the proceeds thereof shall pass as a part of my
residuary estate.
2. RESIDUE. I give, devise and bequeath al!,l of the
rest, residue and remainder of my property, real, per5on~al and
mixed, not disposed of in the preceding portions of thi~is'Will,
including all property over which I hold a power of appointment
(which powers of appointment I hereby exercise in favc~r''of my
estate), to My Daughter, if she survives me. If My D~u~'~hter does
not survive me, I give, devise and bequeath said residu~~e to My
Daughter's issue living at my death, per stirpes; prodded,
however, that should any such issue be the issue of a'd~ceased
child of mine and shall not then have attained the age pf twenty-
five years, each such issue's share shall be retained,b~ my
Trustee hereinafter named, IN TRUST NEVERTHELESS, eacY~ ~o be held,
administered and disposed of as a.separate trust esta~e'~,n
accordance with ITEM 3 for the benefit of each such i~s~ze (the
"Grandchild's Trust").
3. GRANDCHILD'S TRUST. My Trustee shall Ka~re, hold,
manage, invest and reinvest the assets of each GrandcHi~d's Trust,
collect the income and
(a )_ Until the beneficiary of the Grandchild'
Trust {the "Grandchild") shall have attained the a$e of
twenty-one years, my Trustee shall from time to ti~~ pay
to or for the benefit of the Grandchild such amoun s of
the net income and principal of the Grandchild's 'T~ust
'I
Page 2 of 9 Pages
as, in the sole discretion of my Trustee, shall be~,
necessary for the Grandchild's maintenance, suppprlt,
medical and nursing care and education, including
college and graduate education, taking into
consideration any other means readily available for such
purposes. At the end of each year any unexpended income
shall be added to the principal of the Grandchild's
Trust.
(b) After the Grandchild shall have attained the
age of twenty-one years, my Trustee shall thereaft r pay
to the Grandchild the net income derived from the
Grandchild's-Trust in installments not less freq~.e tly
than quarterly and such amounts of the principal ', as„ in
the sole discretion of my Trustee, shall be nece~s~ary
for the Grandchild's maintenance, support, medical and
nursing care and education, including college and
graduate education, taking into consideration any pother
means readily available for such purposes. II~,,
(c) If at the time of the creation of the
Grandchild's Trust the Grandchild shall have the
attained the age of twenty-five years or if the
Grandchild shall thereafter attain that age, my 'fir
shall distribute outright to the Grandchild the ~h
remaining principal of the Grandchild's Trust.
istee
(d) If a Grandchild shall die before final',
distribution of the assets of the Grandchild's Thu t is
made, the then remaining principal and any undis~r'buted
income of the Grandchild's Trust shall be distrikbu ~d to
the Grandchild's issue then living, per stirpes;'o if
the Grandchild shall have no issue then living, ~o'Imy
issue then living, per stirpes; provided, howeve~,lin
any event, if any such beneficiary is then a ben~f~~iary
of a Grandchild's Trust hereunder, the share of ~u~h
beneficiary shall be added to the principal of s~tc
Grandchild's Trust, as the case may be, as if an ', ~,
integral part thereof, to be held, administered ~n~l
disposed of in accordance with the terms thereof... !i
4. PERPETUITIES PROVISIONS. Nothing herenlis
intended to, nor shall it be construed to, postpone the~l~~resting of
Page 3 of 9 Pages
any part of the assets of any separate trust estate hereunder for
more than twenty-one years after the death of the surwi±vor of my
issue and me living at the time of my death. At the ~x}~iration of
such period the assets of all the separate trust estatte~ hereunder.
shall immediately vest in fee simple absolute in and bey
distributed outright to the person or persons then entiit~led to
receive the income therefrom, whether in my Trustee's'd~scretion
or otherwise.
5. SPENDTHRIFT PROVISION. No interest in'i}~dome or
principal of my estate or any trust created hereunder shall be
subject to attachment, levy or seizure by any creditor,l,spouse,
assignee or trustee or receiver in bankruptcy of any be~~ficiary
of my estate or of any trust created hereunder prior ~o the
beneficiary's actual receipt thereof. My Executor or T~~stee
shall pay over the net income and the principal to the ICI
beneficiaries herein designated, as their interests mdy appear,
without regard to any attempted anticipation (except as~~~rnay be
specifically provided herein), pledging or assignment'b~ any
beneficiary of my estate or of any trust created here~n~l~r and
i
without regard to any claim thereto or attempted levy,' attachment,
seizure or other process against said beneficiary.
6. SURVIVAL PRESUMPTIONS. Any person who,sl~~ll have
died at the same time as I or under such circumstanced ghat it is
Page 4 of 9 Pages
difficult or impossible to determine who shall have died first,
shall be deemed to have predeceased me. Any person ot~e'~r than me
who shall have died at the same time as any then beneficiary of
income of my estate or a trust created hereunder or u#~der such
circumstances that it is difficult or impossible to d~t'ermine who
shall have died first, shall be deemed to have predeceased such
beneficiary.
7. FIDUCIARY POWERS. In the settlement of ~ny estate
and. during the continuance of any trust created hereunder, my
Executor and my Trustee shall possess, among others, ~h~ followinc
powers, exercisable without prior court approval, but'i~ all cases
to be exercised for the best interests of the benefic~.a~ries:
I
(a) To retain any investments I may have a~ y
death so long as my Executor or Trustee may deem'i
advisable to my estate or trust so to do, includi!~n
securities owned, issued or underwritten by any ',
• corporate Executor or Trustee or any of their ',
affiliates.
(b) To vary investments, when deemed desir~b e by
my Executor or Trustee, and to invest in such bond
stocks, notes, real estate mortgages or other sec$u sties
or in such other real or personal property, incl~ld mg
securities owned, issued or underwritten by any
corporate Executor or Trustee or any of their
affiliates, or as to which my corporate Executor ',o
Trustee or any of their affiliates are investment ~
advisors, as my Executor or Trustee shall deem wijs~,
without being restricted to so called "legal I~
investments". I
(c) In order to effect a division of the priir~~ipal
of my estate or trust or for any other purpose, I
Page 5 of 9 Pages
including any final distribution of my estate or trust,
my Executor or Trustee is authorized to make said
divisions or distributions of the personalty and realty
partly or wholly in kind. If such division or '~
distribution is made in kind, said assets shall bey
divided or distributed at their respective value~lon the
date or dates of their division or distribution. ~iIn
making any division or distribution in kind, my Executor
or Trustee shall divide or distribute said assets !iin a
manner which will fairly allocate any unrealized '~,
appreciation among the beneficiaries.
(d) To sell either at public or private sa~e~and
upon such terms and conditions as my Executor or T~Sustee
may deem advantageous to my estate or trust, any,o'ir all
real or personal estate or interest therein owned ~'y my
estate or trust severally or in conjunction with other
persons or acquired after my death by my Executor pr
Trustee, and to consummate said sale or sales by' '~
sufficient deeds or other instruments to the pur~h~ser
or purchasers, conveying a fee simple title, fret end
clear of all trust and without obligation or lia}~i~ity
of the purchaser or purchasers to see to the app~i~ation
of the purchase money or to make inquiry into the ~,
validity of said sale or sales; also, to make, eye ute,
acknowledge and deliver any and all deeds, assig~am nts,
options or other writings which may be necessary o
desirable in carrying out any of the powers conf~r~~d
upon my Executor or Trustee in this paragraph or
elsewhere in this Will.
(e} To mortgage real estate and to make leas~s of
real estate for any term. '
(f} To pay all costs, expenses, legally
enforceable debts, funeral expenses and charges i,n
connection with the administration of my estate dr
trust.
(g) To compromise controversies.
8. TAX .CLAUSE
All inheritance, estate and',similar
taxes becoming due by reason of my death
("Death Taxes'"~, whether
Page 6 of 9 Pages
such Death Taxes shall be payable by my estate or by arty recipient
of any property, shall be paid by my Executor out of the property
passing under ITEM 2 of this Will as an expense and cast of
administration of my estate. My Executor shall have not duty or
obligation to obtain reimbursement for any Death Taxed paid by my
Executor, even though paid with respect to proceeds o~ ~~,insurance
or other property not passing under this Will. '~
9. EXECUTOR APPOINTMENT. I hereby appoint ~Iy
~I
Daughter, JEANNE M. SMITH, as Executrix of this Will. If for any
reason My Daughter should fail or cease to act, I appai~t my son-
in-law, GARY W. SMITH, as Executor. All references in t~s Will tc~
my "Executor" shall refer to my originally named Exec~t~rix, or to
my successor Executor, as the case may be. ~I
10. TRUSTEE APPOINTMENT. I hereby appoint'M~ Daughter,
JEANNE M. SMITH, and my son-in-law, GARY W. SMITH, as'C~~Trustees
of any trust created hereunder. If for any reason eith~r of them
should fail or cease to act, the other or others shah ~Ct or
~~
continue to act with all of the powers granted to the''t~o of them.
So long as a Trustee or the issue of such Trustee is d ~neficiar
of any trust hereunder, such Trustee shall not (i) part~Cipate in
any discretionary determination of the Trustee to distr~.bute
principal or income of such trust to or for the benefi,tl~i~of such
beneficiary or to or for the benefit of his or her iss'u~; or (ii)
Page 7 of 9 Pages
participate in any discretionary determination of the Trustee to
terminate said trust under the ITEM hereof entitled "Tl~UST MERGER
AND TERMINATIONS". An individual Trustee shall be deian-~ed to have
failed to serve as Trustee hereunder if, among other reasons, the
~i
treating physician of said individual Trustee shall cer'~~,tify in
writing that such Trustee possesses permanent mental pry physical
i
incapacities which preclude such Trustee from discharging his or
her duties as Trustee hereunder. If there is ever only~~one
Trustee serving hereunder and no successor is herein named, such
sole Trustee may, by written notice directed to the l~f~~e tenant
and the Trust, designate his or her successor(s) or Cb-~rustee(s)
to serve with him or her, any such designation to be efll~ective
without court approval. Any Trustee serving hereunder ~~Shall have
the right to resign from such office at any time, with pr without
cause and without Court approval. No successor Trust~ellshall be
liable for the actions of a resigning or removed Trust~e~ occurrina
prior to such successor Trustee taking office. All r~f~rences in
~,
this Will to my "Trustee" shall refer to my originally famed Co-
Trustees or to my sole successor Trustee, as the case may be.
11. WAIVER OF BOND. Any Executor or Trust~elishall
qualify and serve without the duty or obligation of fil~ng any
bond or other security.
Page 8 of 9 Pages
~.. .. .._....,... .....~..~.._, I have set my hand arid) seal to this,
my Last Will and Testament, consisting of this and,t~he preceding
day of f ~~ Gz-•~~- 12000 .
eight (8) pages, this ~~
/ ,~
!~~1.~.z-'~-C~ ~'`~ jf-.~.c_ ( SEAL )
Doris S. Harris'
We, the undersigned, hereby certify that ',t e foregoing
Will was signed, sealed, published and declared by',t ~ above-named
Testatrix as and for her Last Will and Testament, in the presence
of us, who, at her request and in her presence and i~ the presence -
of each other, have hereunto set our hands and sews the day and
year above written, and we certify that at the time f the
execution thereof, the said Testatrix was of sound a d disposing
mind and memory. ~I
- ~- 1
,;~ - /~
-~. (SEAL) Residing at:~T~
i
~~ ~' ~ 1`' (SEAL) Residing at: ~ ~~ r'c~C{e(~IAJp~C~ 7~,
1-1 c~.~i s L ~t,~~ , {~ f~
Page 9 of 9 Pages
~.-----
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF L ~~ h l h
We, DORIS S . HARRIS, ~c.~,n1c ~ !~-. ~~~ ~ ~L~ and
~',tv ~r.~~t~~„~ the TestatrixVand the Witne~ses,
respectively, whose names are signed to the foregoi~ instrument,
having been sworn, do hereby declare to the undersig~e'd officer
that the Testatrix, in the presence of the Witnesses,~isigned said
instrument as her Last Will and Testament, that she'sl~igned
voluntarily, that each of the witnesses, in the.pre~epzce of the
Testatrix and of each other, signed said Will as a ~i~tness and
that to the best of the knowledge of each witness., ~h~ Testatrix
was at the time of sound mind and under no constrair~t~or undue
influence. /~
/I/ n it I
.- . -
Doris'ar~~s
Witness
W~.tr>~ss
Subscribed and acknowledged before me by DIO IS S.
HARRIS, the Testatrix, and subscribed and sworn to b~fo,re me by
~~,~ <<-~--~,~ ~ f]:~;-L~, and .~ - r`1t..~~`toaL.~; the
I
witnesses, on this ~_ day of r°'lc~% ~ 2000.
Notary P~.blic I,
My Commission Exp!i e's
(SEAL)
Notarial Seal
' Ci dtj L Leitzel, Notary Public
H sburg, Dauphin County
MuI Co fission Expires Dec. 2, 2C^~'
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