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HomeMy WebLinkAbout05-18-11 1505610140 REV-1500 EX (01-10) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Hans bur28PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 0 2 8 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 1 9 8 1 0 3 8 1 6 0 2 2 5 2 0 1 1 0 3 2 0 1 9 2 2 Suffix Decedent's First Name MI Decedent's Last Name H O L T R Y MARY A (If Applicable) Enter Surviving Spouse's Information Below MI Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X 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) t Maintained a Living Trust d ~ 8. Total Number of Safe Deposit Boxes Q 6. Decedent Died Testate ^ en 7. Dece ^ (Attach Copy of Will) Litigation Proceeds Received 9 ^ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ^ haxOunder Sec. 9113(A) 11 • Att h S ) . between 12-31-91 and 1-1-95) c ac ( CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number Name ANTHONY A DAMS 71 7 5~2 32.70 H - ~ a~ ~:-..~ - First line of address 4 g WE S T Second line of address S U i T E 3 City or Post Office ORANGE S H I P P E N S B UR G STREET State ZIP Code P A 1 7 2 5 7 REGISTER 0~3.]SE ONL`( r- ,~~ ~'~ ~. ._ :~ ~ .: ; --~ ~ ~=_ -r~~ .. i- '~ C.7 ~-' DATE FILED Correspondents a-mail address: htadamslaw@embargmail corn U sdtrueecorrect andefco plete~Declahation of preparer other than the persofnal recpresent five is based on adll information of wh chhpreparerfhas any know edge,belief, SIGyp,,TORE OF PERSON R PONSIB FOR FILING RETURN DATE Ay ~Sfa>~ l-~i ~ L ~~~ AUUKtJJ 49 WEST ORANGE STREET, SUITE 3 SHIPPENSBURG PLEASE USE ORIGINAL FORM ONLY 1505610140 Side 1 A 17257 1505610140 J 1505610140 REV-1500 EX (01-10) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individua- Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1 1 1 0 2 8 2 Harrisbur PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 9 8 1 0 3 8 1 6 0 2 2 5 2 0 1 1 0 3 2 0 1 9 2 2 Decedent's Last Name H O L T R Y Suffix Decedent's First Name MARY (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW 0 1. Original Return ^ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI A MI 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) ~ B Q 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust oxes 8. Total Number of Safe Deposit ^ (Attach Copy of Will) 9. Litigation Proceeds Received ^ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ^ haxOj nder Sec. 9113(A) 11 • Att h S between 12-31-91 and 1-1-95) c ac CORRESPONDENT -THIS SECTION MUST BE COM PLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number Name H ANTHONY A DAMS 7 1 7 5 3 2 3 2 7 0 --- ------- - REGISTER OF WILLS USE ONLY First line of address 4 9 WE S T Second line of address S U I T E 3 City or Post Office ORANGE S H I P P E N S B UR G S T R E E T State ZIP Code P A 1 7 2 5 7 DATE FILED Correspondent's a-mail address: htadamSlaWCa~Pmbargmafl 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 PERSON RESPONSI LE F NG RETURN DATE AD~SS ~ ~ / /r ~I ~6 / S/'l t/~~ Cti- 1 7v~-Jr~7 SIGNATURE OF PREPARER OTHER THAN REPRESEN E DATE ADDRESS 49 WEST ORANGE STREET, SUITE 3 SHIPPENSBURG PA 17257 PLEASE USE ORIGINAL FORM ONLY 1505610140 Side 1 1505610140 J 1505610140 REV-1500 EX (01-10) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Hans bur28PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 0 2 8 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 9 8 1 0 3 8 1 6 0 2 2 5 2 0 1 1 0 3 2 0 1 9 2 2 Suffix Decedent's First Name MI Decedent's Last Name H O L T R Y MARY A (If Applicable) Enter Surviving Spouse's Information Below MI Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^ 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 Q 6. Decedent Died Testate ^ death after 12-12-82) 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes ^ (Attach Copy of Will) Litigation Proceeds Received 9 ^ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ^ haxOunder Sec. 9113(A) 11 • Att h S ) . between 12-31-91 and 1-1-95) c ac ( CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number Nam H e ANTHONY A DAMS 71 7 532 3270 REGISTER OF WILLS USE ONLY First line of address 4 9 WE S T Second line of address S U I T E 3 City or Post Office ORANGE S H I P P E N S B UR G S T R E E T State ZIP Code DATE FILED P A 1 7 2 5 7 Correspondent's a-mail address: htadamslaW(a~P-rbargmaii 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, corzect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON R PONSIBLE FOR FILING RETURN ATE .., ~ ~ 1 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 49 WEST ORANGE STREET, SUITE 3 SHIPPENSBURG PA 17257 PLEASE USE ORIGINAL FORM ONLY 1505610140 Side 1 1505610140 1505610240 REV-1500 EX Decedent's Social Security Number 1 9 8 1 0 3 8 1 6 Decedents Name: MARY A. HOLTRY RECAPITULATION ........................................... 1. Real Estate (Schedule A) 1' 2. Stocks and Bonds (Schedule B) ...................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9• 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 10) ............................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13. an election to tax has not been made (Schedule J) ..................... . ~ 4 Net Value Subject to Tax (Line 12 minus Line 13) ...................... 14. 1 1 5 2 5 5, 5 6 1 1 5 2 5 5, 5 6 1 2 0 5. 5 0 8 5 3 5 2. 8 5 8 6 5 5 8. 3 5 2 8 6 9 7. 2 1 2 8 6 9 7.2 1 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 Q Q ~ 15. (a)(1.2) X .0 ~ 16. Amount of Line 14 taxable 2 $ 6 9 7 2 1 16 at lineal rate X .045 17. Amount of Line 14 taxable ~ Q 0 17. at sibling rate X .12 18. Amount of Line 14 taxable ~ 0 0 18 at collateral rate X .15 . 19. ................... TAX DUE .................. .......... ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610240 Side 2 0. 0 0 1 2 9 1. 3 7 0. 0 0 0. 0 0 1 2 9 1. 3 7 1505610240 J REV-150o•EX Page 3 File Number 21 11 0282 LIGVGM~i1 ~~v vvu"r.v r." ..~•~••---- DECEDENTSNAME MARY A. HOLTRY -- STREET ADDRESS 1000 WEST SOUTH STREET CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 1,291.37 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (2) 0.00 3. Interest (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 4 . Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,291.37 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; .............................. . ^ 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 death ^ ^X without receiving adequate consideration? ...................................................................................... ? . ^ ........ 3. Did decedent own an "intrust for" or payable-upon-death bank account or security at his or her death . Did decedent own an individual retirement account, annuity or other non-probate property, which 4 . contains a beneficiary designation? ................................................................................................. . ^ ^X 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 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, 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, unde Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER MARY A. HOLTRY 21 11 0282 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned wdh right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION ~ M&T BANK CHECKING ACCOUNT 115,206.56 2, IHUMANA INSURANCE REFUND I 49.00 TOTAL (Also enter on line 5, Recapitulation) ~ $ 115,255. (If more space is needed, insert additional sheets 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 MARY A. HOLTRY 21 11 0282 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 1 2. 3. City State ZIP ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees: H. ANTHONY ADAMS Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant Street Address Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 5 Acxountant Fees: g, Tax Return Preparer Fees: 7 ZIP 900.00 305.50 TOTAL (Also enter on Line 9, Recapitulation) I $ 1,205.50 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-OS) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARY A. HOLTRY 21 11 0282 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. COMMONWEALTH OF PENNSYLVANIA ESTATE RECOVERY PROGRAM 84,841.04 2. (CARLISLE REGIONAL MEDICAL I 440.00 3. MILLENIUM PHARMACY 71.81 TOTAL (Also enter on Line 10, Recapitulation) $ 85 352.85 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (0 9-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARY A. HOLTRY 21 11 0282 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. KENNETH EUGENE HOLTRY Lineal 56 FOX HILL ROAD 1/3 SHIPPENSBURG, PA 17257 2. PAUL RAYMOND HOLTRY Lineal 46 FOX HILL ROAD 1/3 SHIPPENSBURG, PA 17257 3. BETTY J. ALLEMAN Lineal 5 MTN WIEW TERRACE 1/3 NEWVILLE, PA 17241 I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. ~~ OF MARY A. HOLTRY NOW THIS~~day of ~l-1~ _~ 1983, I, Mary A. Holtry, presently residing in Cumberland County, Commonwealth of Pennsyl- vania, with a present mailing address of R,D. 1, Shippensburg, Pennsylvania 1725.7, Being of sound mind and body, but nevertheless mindful of my mortal nature,- do hereby ,publish and declare, in the presence and hearing of the undersigned witnesses, this as my Last Will and Testament,.fiereby revoking all previous wills and codicils executed by me. ITEM I"IRST I direct my Executor to first pay my funeral expenses as soon after my demise as may be found convenient, and also first pay all estate, inheritance, sucession and other death transfer taxes, of whatever nature and by whatever jurisdiction imposed and interest and penalties in respect thereto, assessed against my estate or payable by reason of my demise, with respect to any and all property, life insurance, and other interest comprising my estate for death tax purposes, whether or not such property or interests pass under this Wi11 or any codicil thereto, without reimbursement as if such taxes were administration expense, and also to first pay, from my estate, all administration expense. ~~ ITEM SECOND I give, devise and bequeath my entire estate and all my property, whether personal, real, mixed, tangible or intangible, wherever situated and of whatever description, which I may own, possess or have any right to dispose of at the time of my demise to my husband, Ross H. Holtry, providing that he survive my demise by thirty (30) days. Should my husband predecease me or fail to survive my demise by thirty (30) days, this gift, devise and be- quest to him shall ,lapse or be divested, and in such event I then. give, devise and bequeath. my entire estate and all my property, whether personal, real, mixed, tangible or intangible, wherever situated and of whatever description, which I amy own, possess or have any right to dispose of at the time of my demise in equal shares among Kenneth Eugene Holtry, Paul Raymond Holtry and Betty J. Alleman, my three children. Should any child predecease me leaving a child or children (being my grandchild or grandchildren) surviving my demise, then the-share of said deceased child shall pass, in equal shares, to their child or children (being my grandchild or grandchildren). However, should .any child predecease me failing to leave a child or children (my grandchild or grandchildren) sur- viving my demise, then the share of the deceased child shall lapse or be divested and shall pass, in equal shares, among the surviving children. ~~ -2- ITEM THIRD If, pursuant to the-terms of ITEM SECOND hereof, any grandchild of mine is entitled to receive a share of my estate and be less than eighteen (18) years of age on the day of my demise, in such case I appoint and nominate the Dauphin Deposit Bank and Trust Company, Shippensburg, Pennsylvania, as guardian of the estate of such grand- child with the Dauphin Deposit Bank and Trust Company to receive the entire share of each said grandchild, holding and preserving same until said grandchild attains the age of eighteen (18) years and on such date to distribute to such grandchild their share or that portion of their share remaining, and until the age of eighteen (18) the guardian may distribute the income or principle. of each grandchild's share for the use or benefit of such grand- child's support, welfare, maintenance, education and health care. ITEM FOURTH I appoint and nominate my husband, Ross H. Holtry, as executor of this Will and should he predecease me, renounce or decline this appointment for any reason or fail to qualify or accept this appoint- ment, I then appoint and nominate Kenneth Eugene Holtry, Paul Raymond Holtry and Betty J. Alleman, as co-executors of this Will. No bond or other security shall be posted or required of my executors appointed in thei Will or otherwise qualifing for such position, `~ ~° ~., -3- In addition to all other powers which my executors may have at the time of my demise, whether by statutory law or common law, I also grant them the power to sell, transfer or assing any and all property in my estate, both personal and real. ID1 WITNESS WHEREOF, I have hereunto set my hand and seal this .day of 1983, to this and the preceding four (4) pages and I have also placed my initials on each page herein for purposes of greater security and better identification. ,~ a . Mary A Holtry ~ . ~, SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, Mary A. Holtry; as and for her Last Will and Testament, in the presence and hearing of us, who at her request, in her presence and in the presence of each other, have hereunto sub- scribed our names as witnesses on the date first written above. ~}f~, / (SEAL) ~~~~G~ . Ad ress~ # (SEAT') ~~ -~ ~' A r ss .~ , :~ -4- COMMONWEALTH OF PENNSYLVANIA: COUNTY OF FRANKLIN SS I, Mary A. Holtry, whose name is signed to the attached and foregoing instrument, having been duly sworn and qualified according to law,.do hereby acknowledge that I signed. and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or aff'rmed to a d ac owledged before me by Mary A. Holtry, this~~day of ~ 1983. . /~ , Mary Hlo~try Notary P is SUSAP! !:, 1ESSEN, Notary PubllC Chamo::rsb~rg, Franl:iin Co., Pa. My Commis:lor. Expires May 13, 19&S -5- COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF FRANKLIN We CCU:S /7' J`~L%~f' and G~tlr~.r~ L "- ~~ , the witnesses whose names are signed. to the attache or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that Mary A. Holtry signed willingly and that Mary A. Holtry executed as her free and voluntary. act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~orn o~rl of 'rmed to and subnaribedf orb; m~~~ sses, t ism ay o otary is SUSAN IC. JESSEN, Notary Public Chambersb~rg, Franklin Co., Pa. My Commissicn Ltpires May 13, 1985 Q -6- a3naaoa ~~ ~v-1 °~-' r-~ ~ Ml.' !^': '~: ~1 ~i ...t .H.r ~* "r! !I~ '.~'. r"~ t~ CO N _~ =~ ~ ~ ~~s ~~~ `, ,~~ r ~_ ('O ~ .~"' ^, ~`}'Jy ~~-~ ~~ * , ~ ^ } ,, V~ .~ -- ~` ~ ~ ~> -- ./