HomeMy WebLinkAbout06-13-11~ - -- - -
1505610140
REV-1500 EX (°'_'°'
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box 28oso1 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601
RESIDENT DECEDENT 2 1 1 0 1 1 3 8
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
35s"- y~,l - ~S// 0 9 2 0 2 0 1 0 0 8 0 1 1 9 5 1
Decedent's Last Name Suffix Decedent's First Name MI
W H I T E G R E G O R Y A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
a 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (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)
QX 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 T0:
Name Daytime Telephone Number
C O N F A I R S U S A N H 7 1 7 7 6 3 1 3 8 3
First line of address
2 3 3 1 M A R K E T
Second line of address
City or Post Office
C A M P H I L L
S T R E E T
State
P A
ZIP Code
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REGISTER ~~ LLS USE Y
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1 7 0 1 1
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Correspondent's a-mail address: SCONFAIRaREAGERADLERPC • 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.
SIGNATURE OF EFjSON RESP SIBLE FOR FILING RETURN DATE
ADDRE
3815 CONESTOGA ROAD CAMP HILL PA 17011
SIGNATURE OF PREPAR OTHER THAN REPRESENTATIVE DATE
(n ~~ l
ADDRESS
2331 MARKET STREET CAMP HILL PA 17011
PLEASE USE ORIGINAL FORM ONLY
L
1505610140
Side 1
1505610140
~~
J 1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: GREGORY A • WHITE
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. ? 8 5 2 . 4 4
4. Mortgages and Notes Receivable (Schedule D) .......................... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 1 1 8 . 8 4
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. •
7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ....... 7. 3 1 2 0 2 2. 0 0
8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 3 1 9 9 9 3 . 2 8
9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 1 0 0 0 . 0 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. •
11. Total Deductions (total Lines 9 and 10) ............................... 11. 1 0 0 0 . 0 0
12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 3 1 8 9 9 3 . 2 8
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. 3 1 8 9 9 3 . 2 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 .o0 3 1 8 9 9 3. 2 8 15.
16. Amount of Line 14 taxable
at lineal rate X .0 0 0 0 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 18.
19. TAX DUE .................. ............................. ...... .19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610240 1505610240
0. 0 0
0. 0 0
0. 0 0
0. 0 0
0. 0 0
^X
J
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 Lo 1138
DECEDENT'S NAME
GREGORY A• WHITE
_
STREET ADDRESS
3815 CONESTOGA ROAD
CITY STATE ZIP
CAMP HILL PA 17011
Tax Payments and Credits:
~~ • Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments
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.
0.00
(4) 0.0 0
(5) 0.0 0
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ...................................................................... ^ ^X
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ Q
c. retain a reversionary interest; or ............................................................................,....................
d. receive the promise for life of either payments, benefits or care? ...................................,.................... ^
^
Q
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" orpayable-upon-death bank account or security at his or her death? ......... ^ Q
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? .................................................................................................. Q ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G ,AND FILE IT AS PART OF THE RETURN
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent (72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use ~~f 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, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [~72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
(3)
0.00
Total Credits (A + B) (2)
REV-1504 EX + (6-98)
SCHEDULE C
CLOSELY-HELD CORPORATION,
COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR
INHERITANCE TAX RETURN
RESIDENT DECEDENT SOLE-PROPRIETORSHIP
ESTATE OF FILE NUMBER
GREGORY A• WHITE 21 10 1138
Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnerslhip interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting information to be submitted for sole-F~roprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. GREG WHITE CONSULTING (SOLE PROPRIETORSHIP) 7,852.44
3815 CONESTOGA ROAD
CAMP HILL, PA 17011-1414
**BUSINESS WAS A CONSULTING BUSINESS AND IS NO LONGER A GOING
CONCERN. VALUATION OF BUSINESS IS THE VALUE OF ITS ASSETS
WHICH IS A CHECKING ACCOUNT IN THE AMOUNT OF X7,852.44•
DISTRIBUTION OF BUSINESS CHECKING ACCOUNT TO SPOUSE- SE:E COPY OF
LAST 5 YEAR 1040 SCHEDULE C, PROFIT OR LOSS FROM BUSINES;S•**
TOTAL (Also enter on line ~l, Recapitulation) ~ $ 7 , 8 5 2.4 4
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
IN RESIDENT DECEDENTRN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
GREGORY A• WHITE 21 10 1138
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. 2010 INCOME TAX REFUND 118.84
TOTAL (Also enter on line 5, Recapitulation) I $ 118.8 4
(If more space is needed, insert additional sheets 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
GREGORY A• WHITE 2:L 10 1138
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
EXCLUSION
(If APPLICABLE)
TAXABLE
VALUE
1. MORGAN STANLEY SMITH BARNEY IRA 35,522.00 ]600.00 35,522.00
EMILY WHITE - BENEFICIARY
2- GREAT-WEST RETIREMENT SERVICES 130,847.00 ],00.00 130,847.00
PENNSYLVANIA DEFERRED COMPENSATION PROGRAM
EMILY WHITE - BENEFICIARY
3• MERRILL LYNCH IRA ],45,653.00 7,00.00 145,653.00
EMILY WHITE - BENEFICIARY
TOTAL (Also enter on Line 7, Recapitulation) I $ 312 , 0 2 2.0 0
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
GREGORY A• WHITE 21 10 1138
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
.4. FUNERAL EXPENSES:
1.
B
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
State ZIP
2. AttomeyFees: REALER & ADLER, PC
3, Family Exemption: (If decedents address is not the same as claimants, attach explanation.)
Claimant
1,000.00
Street Address
City State ZIP
4.
Relationship of Claimant to Decedent
Probate Fees:
5 Accountant Fees:
6. Tax Retum Preparer Fees:
7.
TOTAL (Also enter on Line 9, Recapitulation) I ~ 1, 0 0 0.0 0
If more space is needed, use additional sheets of paper 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:
rRt~ rARY A _ I~I{.ITT~ „~ .. ,_
~+. .a'u y
RELATIONSHIP TO DECEDENT y~u
AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outn' ht spousal distributions and transfers under
S
9116
ec.
(a) (1.2).]
1. EMILY J• WHITE Spousal 6,971.28
3815 CONESTOGA ROAD
CAMP HILL, PA 17011
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 TAXIS NOT TAk;EN:
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
n ni~iC ~Hace is neeaea, use aaalilOnal SneeiS Oi p8per OT ille S8n1e S',IZe.
LAST WILL AND TESTAMENT OF'
GREGORY A. WHITE
I, Gregory A. White, of Camp Hill, Hampden Township, Pennsylvania, being of
sound mind, do hereby make, publish and declare this to be my Last Will and Testament.
FIRST. I hereby revoke all of my former wills and codicils.
SECOND. I direct that all my just debts and funeral and testamentary
expenses shall be paid as soon as practicable after my death, including if applicable the
testamentary expense described in the Ninth paragraph of this Last Will and Testament.
THIRD. I give, devise and bequeath all real property and all interests in real
property owned by me at my death to my wife, Emily, if she survives me. If my wife
Emily should predecease me, then said real property shall become part of the residuary
estate and shall be distributed in accordance with the provisions of the Fifth Paragraph of
this Last Will and Testament.
FOURTH. I give, devise and bequeath all of my personal property, of
whatever nature and wherever situated, to my wife Emily, if she survives me. If my wife
Emily should predecease me, then I give, devise and bequeath my personal property as
follows:
1.
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.
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To my brother Stuart White: the set of Lenox china and crystal, including
all serving dishes, which Emily and I obtained on or about the time of our
wedding; Grandfather Raymond White's pocket watch and the Ballou
pocket chain located in the golfer jewelry case in the bedroom dresser; the
1
_~~ 7/29/2008
painting of the Oakmont Country Club by Grandfather Raymond White;
the William Rogers & Son silver plated teapot: with a pineapple finial,
bowl and plate which formerly belonged to my mother, Norma Jean
White; my oak desk, desk chair and bookcase locatc;d in my study; and my
Cyma watch.
2. To my sister-in-law Fawn White: the blue Tibetan rug located in my
study; and the blue sapphire jewelry formerly belonging to my wife Emily,
consisting of a necklace, earrings and a ring. This bequest applies only if,
at the time of my death, Fawn has not been divorced from my brother
Stuart, nor have divorce proceedings been filed and pending. If Fawn has
been divorced from my brother Stuart or if divorce proceedings have been
filed and pending, then these items shall be distributed as part of the
residuary estate.
3. To my sister Karen White: all of my pewter, including but not Limited to
plates, candlesticks, goblets, trays and pieces made of both pewter and
glass, but excluding the pewter spoons bequeathedi to my sister-in-law
Susan Ray and excluding the four (4) pewter Crown and Rose wine
goblets bequeathed to my niece Christine Lawson; Grandmother Hila
White's silverware place settings, including the wooden box in which they
are kept, and her silver tray with feet; all David Yunnan jewelry formerly
belonging to my wife Emily, consisting of necklace, ;~Iider, bracelet, 2 sets
of earrings and ring; and the "Great Blue Rising'' print by Ray Ellis
located in the living room.
2 ,~~ 7/29/2008
4. To my brother-in-law Russell N. Flickinger, Jr.: th.e antique oak barrister
bookcase located in the spare bedroom; the original oil painting entitled
"Weather Vane" by Jim Palmer located in the hallw;~.y between the kitchen
and the family room; and the oil lamp with the ,shade etched with the
image of an owl located in the spare bedroom.
5. To my sister-in-law Michele Flickinger: the follotiving jewelry formerly
belonging to my wife Emily: the silver Native American bracelet with the
single earth-tone stone set in the middle, the steel and titanium Dau
earrings, and the John Hardy jewelry; and all pink depressionware. This
bequest applies only if, at the time of my death., rvlichele has not been
divorced from my brother-in-law Russell, nor have divorce proceedings
been filed and pending. If Michele has been divorced from my brother-in-
law Russell or if divorce proceedings have been filed and pending, then
these items shall be distributed as part of the residuary estate.
6. To my sister-in-law Susan Ray: the cherry drop-leaf table located in the
dining room; the Noritake hand-painted celery dish ,and salts bordered in
gold leaf, with the pewter serving spoons kept with the dish and salts,
located in the dining room; the following jewelry which formerly
belonged to my wife Emily: her wedding ring v~~ith the engagement
diamond, the white gold earrings with the diamond and pearl jacket
inserts, the silver ring with pearl, and the silver and black Movado watch;
all pieces of ironstone china which formerly belonged to the Watts family;
3 /:l~h/ 7/29/2008
the black quilt with the quilt top made by Cxreat-Grandmother Mary
Carwell; and the two blue oriental carpets located in the living room.
7. To my brother-in-law Patrick S. Ray: the "Roatke's Drift" print; the
Robert E. Lee framed print; the bookcase located iri the living room; and
all history and military books that he should desire to have. This bequest
applies only if, at the time of my death, Patrick has not been divorced from
my sister-in-law Susan, nor have divorce proceedings been filed and
pending. If Patrick has been divorced from my sister-in-law Susan or if
divorce proceedings have been filed and pending, the;n these items shall be
distributed as part of the residuary estate.
8. To my niece Kelley White: the following jewelry which formerly
belonged to my wife Emily: the amethyst jewelry, consisting of earrings,
necklace and ring, the silver necklace with pearl in the Higashi box, and
the gold bracelet with three seed pearls; and the Hitchcock table and four
(4) chairs located in the living and dining rooms.
9. To my nephew Nathan White: my gold bracelet and matching ring; my
Seiko gold watch; my Skagen watches; all. of my rings; the framed golf
print entitled "Muir"; and the Hitchcock bench Iocateci in the dining room.
10. To my niece Samantha White: the following jewelry which formerly
belonged to my wife Emily: the gold earrings acid bracelet in a woven
pattern in the Angelo Marraccin box, the black and ;fold Movado watch,
the satin silver jewelry with gold accent in the Morrow Diamonds box,
4 _~.~,~ 7/29/2008
consisting of a necklace and earrings, and the satin. silver ring with a gold
heart accent; and the jewelry armoire located in the master bedroom.
11. To my niece Susan Chalupnik: the following jewelry which formerly
belonged to my wife Emily: opal jewelry consisting of two sets of
earrings, bracelet and ring, and the silver Cyma watch; and the crystal salt
and pepper shakers which formerly belonged to my grandmother Lucille
Shaver.
12. To my niece Christine Lawson: the following jewelry which formerly
belonged to my wife Emily: blue topaz jewelry, consisting of earrings,
bracelet and ring, and the gold Cyma watch; anti the four (4) pewter
Crown and Rose wine goblets located in the dining :room.
13. To my nephew Justin Flickinger: my pewter and gold Seiko watch; the ID
bracelet and ruby-like ring which formerly belonged to my father-in-law,
Russell N. Flickinger, Sr.; the antique children's rocking chair from the
Watts family; and the silver plated cocktail shaker located in the dining
room.
14. To my niece Kristin Flickinger: the following jewelry which formerly
belonged to my wife Emily: all Native American. and in-laid jewelry,
including eamngs, bracelets, rings and pendants, excluding only the silver
bracelet with the earth-tone stone bequeathed to :Michele Flickinger; the
Watts family cradle located in the basement; and the matching crystal and
silver sugar and creamer located in the living room.,
5 ~ 1~ ~iz9izoos
15. To my friend Paul Wentzel: the "Oakmont Golf ~~ourse" print by Linda
Hartough and the "Harbor Town" print by Barry ~~onowitz located in the
master bedroom.
16. To my friend Kathy Vranicar Wentzel: the "Windswept Dunes" print by
Barry Honowitz located in the master bedroom.
17. To my friend Michael Catarino : all framed golf prints except for specified
prints or other artwork bequeathed to other named vldividuals.
18. To my friend Jeannie Bilunas: the large peridot and diamond ring
formerly belonging to my wife Emily.
19. To my friend Randy Arnold: the "Royal County Down" print by Linda
Hartough and the "University of Pittsburgh Basketball" print.
20. To my friend David Feczko: the framed "Long Cove Club" photograph
located in the family room.
21. To my friend Lucinda Feczko: the "Beach Shadows" print by Barry
Honowitz located in the master bedroom.
The remainder of my personal property shall become part of the residuary estate
and shall be distributed in accordance with the provisions of the Fifth Paragraph. of this
Last Will and Testament. Should any of the individuals named above predecease me,
then the specific items bequeathed to said individual or individuals shall become part of
6 _~~ 7/29/2008
the residuary estate and shall be distributed in accordance with the Fifth Paragraph of this
Last Will and Testament.
FIFTH. In the event my wife Emily has predeceased me, I hereby direct
my Executor to liquidate such personal property and real property as may become part of
my residuary estate by the terms of this Last Will and Testament, as well as the rest and
residue of my estate, of whatever kind and wherever situate, of which I shall die seized or
possessed, and that, after payment of debts, taxes and testamentar~~ expenses, the residue
of the estate shall be distributed as follows:
1. The sum of Twenty-Five Thousand Dollars ($25,OOC-.00) shall be paid to
Berachah Church, 2815 Sage Road, Houston Texas 77056.
2. The sum of Twenty-Five Thousand Dollars ($25,000.00 > shall be paid to R. B.
Thieme, Jr. Bible Ministries, Post Office Box 460829, Houston, Texas
77056-8829
3. The sum of Five Thousand Dollars ($5,000.00) shall be paid to my friend and
fellow member of the Harrisburg Tape Group, Mary Sharretts.
4. The sum of Five Thousand Dollars ($5,000.00) shall be :paid to my friend and
fellow member of the Harrisburg Tape Group, Matta. Miller.
5. The remainder of the residuary estate shall be paid in siix (6) equal shares to
the following individuals, in the manner specified:
~ _~~ 7/29/2008
a. To Rose M. White, my step-mother. If' Rose should predecease
me, her share of the residuary estate shell be divided equally
among those named persons in this paragraph who survive me.
b. To Winifred W. Flickinger, my mother-in.-law. If Winifred should
predecease me, her share of the residuary estate shall be divided
equally among those named persons in this ;paragraph who survive
me.
c. To Karen White, my sister. If Karen should predecease me, her
share of the residuary estate shall be divided equally among her
two daughters, Susan Chalupnik and Christine Lawson.
d. To Stuart White, my brother. If Stuart should predecease me, his
share of the residuary estate shall be given to Fawn White, his
wife. If Fawn should predecease me or should have been divorced
from Stuart prior to his death, then his share shall be divided
equally among his children, Kelley White, Nathan White and
Samantha White.
e. To Russell N. Flickinger, Jr., my brother-in-law. If Russell should
predecease me, his share of the residuary estate shall be given to
Michele Flickinger, his wife. If Michele should predecease me or
should have been divorced from Russell prior to his death., then his
share shall be divided equally among his children, Justin Flickinger
and Kristin Flickinger.
g _ h~~ ~~Z9izoos
f. To Susan Ra.y, my sister-in-law. If Susan should predecease me,
her share of the residuary estate shall be given to Patrick Ray, her
husband. If Patrick should predecease me or should have been
divorced from Susan prior to her death, then her share shall be
divided equally among those persons named! in this paragraph who
survive me.
SIXTH. The money payable upon my death to a named beneficiary or
beneficiaries pursuant to policies of insurance and investments, including but not limited
to life insurance policies, individual retirement accounts, deferred compensation accounts
or annuities, will belong absolutely to the beneficiary or beneficiaries named therein and
shall not be considered to be part of my estate or to be disposed oil by this Last Will and
Testament. However, in the event that both the named primary and contingent
beneficiary or beneficiaries on any policy of insurance or investxrient have predeceased
me, then the proceeds payable under said policy or investment shall be paid to my estate
and shall be distributed as part of the residuary estate in accordance with the provisions
of the Fifth. Paragraph of this Last Will and Testament.
SEVENTH I appoint my wife Emily as executrix of this Last Will and
Testament, without bond, if she survives me. If my wife Emily should predecease me, I
appoint my brother Stuart White as executor of this Last Will and Testament, without
bond. I authorize and empower my executrix or executor without order of court to sell,
convey, mortgage, invest, reinvest, exchange, manage, control or otherwise deal with any
and all property, real or personal, comprising my estate. If St~~art White serves as
9 __~ l~ 7/29/2008
executor of my estate, he shall receive the surn of Ten Thousand Dollars ($10,000.00) as
a testamentary expense for serving as executor.
EIGHTH. In the event that my wife Emily and I shall die in a common
accident or disaster or under circumstances such that it is difficult or impracticable to
determine who survived the other, then I direct that for the purpose of this Last Will and
Testament that my wife Emily shall be deemed to have predeceased me. However, for
the purposes of payment of money upon the death of my wife Emily to a named
beneficiary or beneficiaries pursuant to policies of insurance anal :investments held solely
in her name, including but not limited to life insurance policies, individual retirement
accounts, deferred compensation accounts or annuities, if I was named as the primary
beneficiary on such policies of insurance or investments, then, and in that case only, I
will be deemed to have predeceased my wife Emily and payment: under said policies of
insurance or investments shall be made to the contingent beneficiary or beneficiaries
named therein.
[The remainder of this page is purposely left blank.]
10 _ i"~ 7/29/2008
NINTH. In the event that my wife, Emily, and I ;>hall die in a common
accident or disaster, and at the time of our death we possess one or~ more pets, I direct that
the pet or pets should be given to my sister-in-law, Susan Ray, acid that she be provided
with a sum of money in the amount of Five Thousand Dollars (x$5,000.00) to provide for
the care of said pet or pets. This sum shall be considered a testalnentary expense of my
estate.
In witness whereof, I, Gregory A. White, have hereunto set my hand and seal and
.~
have signed my initials on each of the proceeding pages this o? ~ day of ~1 2008.
L a
W=
egory A. . 'te
fitness
11
. ,~J.~W 7/29/2008