HomeMy WebLinkAbout01-30-12PETITION FOR GRANT OF LETTERS
REGISTIER OF WILLS OF __ Cc~~M6r~c.~x~i~ COUNTY, PENNSYLVANIA
Petitioner(s) named btrlow, who is,tare 18 years of age or older, apply(ies) for Letters as specified below, and in
support thereof aver(s)'the following and respecttitlly request(s) the grant of Letters in the appropriate form:
Decedent's Information
Name: Jo r41~ !t G-~s !}
a/k/a:
a/k/a:
Date of Death: ;~'.~~~~~-R.Y 1 7 ~ ~~,~ y~
Decedent was domicih#d at death in _ GUtvtP~~~~t ~ County,
principal residence at ~; 3~ ~2t C Ft T~n-+ P~~
Street address Post Off' d
File No:~~,~1 ~ `
(Assigned by Register)
Social Security No: a o 3 (~ ~ 7
Age at death: ~
v~
~l CS.
rce an Zip Code City, Township or Borough County
Decedent died at P~"'~`t'Ml.t 1+t~~L1~Fa SyS~,r,g }{,}p~tS 3Jr2G 1'1°st't~h ~PrvPl~l-!N t7 to ( P~
Street address, Post Office and Zip Code City, Township or Borough Count
Y State
Estimate of value of decedends property at death:
If dontici[ed in PennsylDania ............................ All personal property $
Ijnot domiciled in Pent~sy[vania ........................ Personal property in Pennsylvania $
Ijnot domiciled in Pent{sylvania ........................ Personal property in County $
Value of real estate in P~ennsylvania ......................................................... $
TOTAL ESTIMATED VALUE.... $_ yDo, o oa
Real estate in Pennsylvania situated at: 5 3 ~ ~fL(C-tl-rv rl P6,~C~ ~'0~ ~I ~~i~trr/! Cf (,tj t//jl,
(Attach additional sheets, ifneceSsary.) Street address, Post Office and Zi Code ~~ ~ ~~ BF~t.A~~
P Ctty, Township or Borough County
A. Petition for Prdbate and Grant of Letters Testamentary
Petitioner(s) aver(s) he/slhe/they is/are the Executor(s) named in the last Will of the Decedent, dated A Pti t L '1 2d o
thereto dated - 9 and Codicil(s)
State relevant circumstances (eg. renunciation, death ojexecrr[or, etc'.J
Except as follows: after the execution of the instrument(s) offered for probate Decedent did not many, was not divorced, was not a party to a pending
divorce proceeding whey@in the grounds for divorce had been established as defined in 23 Pa. C.S. § :!323(8), and did not have a child born or
adopted; and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person.
NO EXCEPTIONS ^ EXCEPTIONS
^ B. Petition for Gr:ijnt of Letters of Administration (If applicable)
c.t.u., d. b. n., d.b.n.c.t.u., pendente lite, durunte absentia, durance minoritate
If Administration, G!,t.a. ord.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.
Except as follows: Decec(ent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined
in 23 Pa. C.S. § 3323(8) aUid was neither the victim of a killing nor ever adjudicated an incapacitated person.
^NO EXCEPTIONS ^ EXCEPTIONS
Petitioner(s), after a propertsearch has/have ascertained that Decedent lefr no Will and was survivedby the following spo~e4i$any) and }I'efi's (attgt~r
additional sheets, iJ~neces.~ury): ~'~- ~~77 ~
~ rn
Name ',
Relationshi y -^
C~ =: ~1
Address _~
~~
_
~ O ~,
-rt ~
i
_
` ~
~~ `
s
_y f
'~f3
..
(Stare) with his/her last
c~~N(3ER t.M..l9
FornrRW-n1 ,-e~. tnitiiznti
Page 1 of 2
Oath of Personal Representative ~~} -or~~~at u .
f i~~.ti~ r! _ t...~J
CO~(VtONWEALTH QF PENNSYLVANIA }
} SS: ,.;aa.
,,~^, ~'~'~ .f~,~ 30 ~ 9~ c~3
COUNTY OF (',(,~ ~'T~ }
Petitioner(s) rinsed Name ~y'•';'~ ~'
Petitioner(s) Prince
The Petitioner(s) above-na ed swear(s) or affirm(s) the statements in the foregoing Petition are true and correct to the best of the knowledge and belief
of Petitioner(s) and that, as~ersot:al Representative(s) of the Decedent, the Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed a d subscrit;ed before _ ~~ (~ ~C>~-- Date 1-L~-1 Z
me 's .rLlr day of V ~ Date
sy~ ~ ~, , ,
Date
For the ite~ister ' Date
BOND Required: Q ~'ESO To the Register of Wi!!s:
FEES: ', ~~`"'''``"`'"''"""`' Please enter my appearance by my signature below:
Letters ...................... $ 'f?~U
( S )Short Certificate(s)...... ~ ~j
( ) Renunciation(s)L....... .
( )Codicil(s) ............ .
( )Affidavit(s)...., ....... .
Bond ........................
Commissi
o
n................. .
/
n
Other _-1~`I~/~ ....... 1 ~~
..........
Automation Fee ............... ~~-
1CS Fee . .................... ~~
TOTAL ..................... $~
Attorney Signature:
Printed Name:
Supreme Court
ID Number:
Firm Name:
Address:
Phone:
Fax:
Email:
DECREE OF THE REGISTER
Estate of
a/k/a:
AND NOW,
satisfactory proof ha
me Instrument(s) dated
described in the Petitio be
Fmm RW-0? rev. 10/I1i20!!
;scented before me, IT
are hereby granted to
_, ~l ~- , in consi~era ion of the fore oing Petition,
ECREED that Lett rs bE°
~~~~-~
FileNo• ~f -- SO~-~ ~'
to the above estate and (if applicable) that
to probate and filed of record as the las Will (and C dicil(s)) of Decedent.
~ '~
Register of ' 1 Chi/
G Cl/t/
Page 2 of 2
LOCAL REGISTRAR'S CERTIFICATION! OF DEATH
WARNING: ~ ~Irt1~0 1t~ate this copy by photostat or photograph.
~~taaa 9 ~~~ ' 1, yq! I
Fee for this certificate, $6.00 ~~ This is to certify that the information here given i.
~~~'~ '~~~ ~~ ~~ ~; correctly copied from an original Certificate of Deatl
duly filed with me as Local Registrar. The origins
~~ ~, certificate will be forwarded to the State Vita
~~~IS L0~(~r Records Office for permanent filing.
7
i
P 18 2 2 6 7 5 2 !, ~~~~~~-~~ c;~~ ..P ~ ~ /~ ~ z
Certification Numbe~ r ~-
Type/Print In ' Local Re ).strar Date Issued
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
Permanent it
1. Deudent's Legal Name (First, Middle ~~ yr vG/y s A State Flle Number:
Last, Suffix)
John H. Losh
Sa
A
e-Last Bi
thd 2. Sez 3. Social Security Number 4 Date of Oesth (Mo ~~r) ( 11 Mo
Male 203-10-5097 d~~
.
g
r
ay (Yrs) Sb. Under
MencM Year Se. Under 1 Da B. Date o1 Birth (MO/Oay/Ywer) (Spell Menth) 7a. BlKhplacw (City and 5 or Foreign Mry)
D.Ya tioura Mlnu:es
97 Harz- abur PA
ga. Residence (State or Foralgn Country December 15 1924 7b. Birtnplece (County)
Bb. Residence (Street and Nu
be
I
l
d
Penns lvania m
r -
nc
u
e Apt No.) Bc. Did Oeeedent Liw In a Tewnshlp7
536 Brighton Pla
Bd. Residence (County) ce $7ves, decadent Ilved In Unper Allen
_ L
Calmber land _
wp
9. Ever In VS Armed Forces? 10 8•. Residenp(21p Code) QNO, decadent Ilwtl within limits of city/boro
Marital St
t
® Yes Q No Q Unknown .
a
us at nma of Death Q Mewled WI ow 31. SuMVin S ( g D
Divorced Q Never Married Q Unknown g Pouse'a Name If wife, ive nam rlor to first marriap)
32. Father's Name (First, Mldtlla, Last, 5 fflx)
Charles Loah 13. Mother's Name PrlOr to First Marriage (First, Middle, last)
14a. Informant's Name Evel Rahn
~
Mr. Barry J. Losh 14b. Relationship to Decedent 14c. Informant's Mailing Address (StreM and Number, City, State, Zlp Coda)
-
~+
....................... ............ Son
5217 Ro al Drive Mechanicsbur PA 17055
a
- ..................
If Death Oecurre<( in a HoaPltal:
; ate O
...... .............-...
ea ec on y one
~In -~~~~~~~-"""""" ,.
........................................................................ ........ ........................
Patient If De~t/i Occurred SomewMr
h
O
Th
~~
~~~
"
yyy
Emergwncy Room/Outpatient 1
e
t
er
an •Hoa Pita(: []
HOS I
Facillry "
"""""""""'""'""""""-"^""
P ; ~ Deudent's Home
Dwad on Arrival Nursing NomUion -Term Gr
F
ili
p~
'.
E 19b. Facility Name (if net Instlcutlon, gN
Pinnacle Health S
t e
ac
ty Other (SPeei
strewt and number; lSc. City or Town, Stacw, and 21p Code 13d
Count
f D
h
H
~i ys
em
lg .
y o
eat
arrtabur .,Hoa
g p• Harrisburg, PA 17101 D
~,
a. Method of Disposltlon Q Bu
Q Removal from State au hin
al Cremation lBb. Data of Disposition 16c. Platt o1 Dispostlon (Name of umetery
cremato
or oth
D
l
ry
other (s eel ) ,
er p
onation
,
ace)
1-20-2012 Crem
ti
lgd. Locatlon of Disposltlon (Cit
or To a
on Society of Pennsylvania, Inc.
S
y
Harrisburg, PA 17109 n,
Tate, and Zip) 17a. 51 lure o} Funeral S~lea Uun r Person In Charge of Interment 17b. Uunae Number
17c Name and Complete Address of Fu FD-136753
oral Fa<Ility ,
~ Auer Cremation Services of Penns lvania Inc. 4100 Joneato R
d
18. Decedent's Education -Check the bo
h oa
Harrigbur PA 17109
that best descrlbN the 19. Decadent of Hispanic Origin - C)leck tM 2
ighest degree or Iwel of school comple 0. Decedent sRau - heck ONE OR MORE raves to Indicate what
ed at the time of death. box that best tlescrlbp whether the dacetlent
M d
Q 8th grade or lass
I t
ecedent considered himself or henalf to be.
is Spanish/Nlspanl4LStlno. Check the "NO"
Q No diploma, 9th - 12th grade
I
Nl
h ®Whlte Q Korean
box If Decedent la not Spanlsh/Nlapanl4Latlno
Q Bl
k
/
Q
g
school graduate or GED comp
® Some college credit
but no degree .
ac
or A
rlcan American Q Vietnamese
4eted No, not Spansh/Nispanlc/Iatino Q American Intllan or Alaska Native Q Other A
i
,
Q Associate degree (s
g. AA, AS) I s
an
Yes, Mexlean, Mexican American, Chicano Q Asian Intllan Q Nathre NawNlan
Q Yas
Puerto Rican
e
Q Bachelor's tlegre e( .g. BA, AB, BS) ,
Q Chinese
Q Guamanian or Chamorro
Q Yes
Cuban
Q Master's degree ( .g. MA, MS, ME ,
i I
Q P no
Q Yes, other S Q Sam
g, MEd, MSW, MBA Panish/NlsPanie/Latlno
s
Q Doctorate (e.g. PhD, EdD) or Profs Q Japanese
Q Other
pecific Islander
slonal degree
. MO DDS DVM LLB JD (SpecHy) Q Other (Specify)
21. Decedent's Single Race Self-Designat
® WhKe on -Check ONLY ONE to Indicate what the deutlant considered himself or heraeM to be
22a
Decade
t'
V
l
.
.
n
s
sue
Occupation -Indicate type of work
Q JaPenese Q Samoan d
Q Black or Afrlun American one during most of working 11/e. 00 NOT VSE RETIRED.
Q Korean Q Other Pacific Islander
Q American Intllan or Alaska Native
Q A
l
I
di Q Vietnamese Q Don't Know/Not Sure SaleB Marketing
l
an
n
an Q Other Allan Q Refused
Q Chinese Q Native Nawalian Q Other (SPacify) 22b. Kind o Business/Industry
Q Filipino Q Guamanian or Chamorro SY. Pahl Insurance
ITEMS • - M T 8 COMP ETEO
BY PERSON WNO PRONOUNCES OR 2 a. Date Pronounce ea Mo ay r 23 ignature o Person Pronouncing Daat On y when app Ica a 23e
Ll
N
CERTIFIES DEATN .
unse
um ar
1 ~ I ~ _2~ 1 Z
23d. Date Signed (MO/Day/Yr) 24. Time of Death /1~
• r 23
W
.
as Medlin Examiner or Coroner COntattedi Q vas ® No
CAUSE OF DEATH ~
26. Pert 1. Enter the chain o^ events--
splratory arrest
or ve tricular fl Approximate
Iseases, InJunas, or compllotlona--that directly caused the death. 00 NOT enter terminal events such as cardiac arrest € Int
l
lll
ti
, erva
:
r
a
on without sho ing the etiology. DO NOT ABBREVIATE. Enter only on
yse o a Ilne. Add additional lines I{ necessary 1 Onset to Death
IMMEDIATE CAUSE ---------->
(Final di /
~~~.('-~' ~ Sp ~ ~ / (' ), O ( / ~ t
] `
~C
sease or condition
resulting In death) i. _
)
Due to (or as a tonsequenu ot):
II
b i
r
tit ~
t
~ ~ /w
~
If any, leadlrng to the caluse _
n
~ ~
Oue to (or as a consagw ot)
listed on line a. Enter [he c{
UNDERLYIN
(4 CAUSE
(disease or Injury that ~I Due to (or as a consequenu of):
Initiated the events resulting d4
In death) LAST
~ . Due to (or as • consequence ef): 1
y~ 2H. Part 11. Enter other l
b
ut not resulting In the untleri
ying cause given In Part 1 27. Was an autopsy
per/ormedT
~" P
~ ~ ~ ~ ` u ~ ~i}../
n
~
~~~~ ' 'rS ' dam- j ~ ~ l ~ 2B. Were auto s fin In No
P Y p evallabla
to complete Me cause of dpth7
29. If Female:
Q Not
nent within past year 30. Old Tobaeeo Use Contribute to Daathi Yes No
31. Manner of Death
~ ^~^
Q Prag t et time of death Q Yea Q Probably Natural Q Nomiclda
Q No ~ Unknown ~
Q Not Pregnant, but Pregnant with ACCident Q pending Investlgatlon
n 42 daYS of death
Q Not pregnant, but pregnant 43 tl ys [0 1 year before death Q !iulelde Q Couitl not be determined
32. Data of Injury (MO/Day/Yr) (Spell Month)
Q Unknown If pregnant within the t
s Year 33. Time of Injury
34. Place of Injury (e.g. home; constructio n site; farm; school) 33. Weatlon of Injury (Street and Number, Glry, State, ZID Cotlw)
3a. Injury at Work 37. If TranspoRatl n Injury, SpecHy: 3B. Describe How Injury Occurred:
Q Yes Q Driver/Operato Q Pedestrian
Q No Q Passengr. Q Other (SDecify)
39a. Grtlfler (Check only one): _
Q CertNying phys{elan - To the bast of
Q Pr
i y knowledge, death occurred due to the cause(s) and manner stated
onounc
ng & Grtlfying physician -
Q Medical Examiner/Cor
O To the best of my knowledge, death occurred at the time, daU, and place, and due to the eausw(s) and manner
t
t
d
oner -
n the s
a
e
examination, /or Inveatlgetion, In my opinion, deat
rre
t the time, date, and place, and due to the
u
u
ae( ) d man
ner s
ta
t
d
Signature of certifier: ~
~
e
~
t
/~
n
c
~
Title of certlRer: Ucan
N
b
1 r
~ ~ ~
~
3
9 ame, Adtlress Ip Cotle Ot Pers se
um
er:
2J
~!
1(t
n Gompletl use 1 Death (Ib ~
9c. Date 31 ned (MO/Day )
4 0. Registrar s DlstAtt N
D ~
O ~ ~~
4~
er ~~- ///
OLr/~ 41. Reg stray s SI n u
- "
eg stray FI Date o ey
r
4
3. Amendments '/
~0`
I
i - . , ~:
Disposltlon Permit No. 0697246 H305-143
REV 07/2011
'-- _. _
r •.;~
n ~.~ :.>
~'r'1 t~J
v. t.J
_~ ~~...
LAST WILL AND TESTAMENT ~,~ ~~=~
~~
~ _
KNOW ALL MEN BY THESE PRESENTS, that I, JOHN H. LOSH curre it ~i siding
---~ ~.~
in Cumberland ~ounty, Commonwealth of Pennsylvania, being in good health and c~'sound an~ll,,
c~
disposing memory do hereby make, declaze and publish this as my Last Will and Testament,
hereby revoking all former Wills and Codicils heretofore made by me.
FIRST: IIII I '
direct that all of my debts not barred by the statute of limitations,
expenses of my ~ast illness, funeral expenses, costs of administration and claims allowed in the
administration o~ my estate shall be paid by my Executor hereinafter named, from my estate as
soon after my decease as shall be found convenient.
SECOND: I give and bequeath my tangible personal property (not including cash and
securities), toget~er with any existing insurance thereon, as set forth in sepazate memoranda,
which I shall pla~Ce with my Will, to the persons therein designated. It is my intention that the
memoranda shall not be construed to be a revocation of my Will in any respect, even though the
memoranda are e~Cecuted after this Will. If such memoranda do not exist on the date of my death, I
give and bequea h my tangible personal property (not including cash and securities), together
with any existing insurance thereon, to the following persons in the percentages indicated:
BARRY . LOSH and KIMBERLY LOSH, jointly or the survivor of them 60%
AIMEE LOSH 20%
NICOLE I LOSH 20%~
provided that myl Executor shall make the selection of items to be included in each unequal
share.
THIRD: '' I hold the Surviving Trustmaker's General Power of Appointment in
Article Seven, Se~tion 2, pazagraph d of my living trust referred to as the JOHN H. LOSH and
AVIS J. LOSH, ~'rustees, or their successors in trust, under the LOSH JOINT REVOCABLE
LIVING TRUST, dated June 28, 1995, and any amendments thereto (the "GENERAL POWER
OF APPOINTMENT"). I hereby exercise the GENERAL POWER OF APPOINTMENT to
appoint and give all trust property remaining at my death to the following beneficiaries in the
percentagesindic ted:
/1'` 1
~, ~c
- --
~x-r
%~+~, J
<:.,. ~ ~~
~-;- r
_~; ~:
-r~,
~~
~..~'.
BARRY .~. LOSH and KIMBERLY LOSH, jointly or the survivor of them 60%
The Trustee for AIMEE LOSH under ARTICLE FIFTH of this Will 20%
The Trus'~ee for NICOLE LOSH-under ARTICLE FIFTH of this Will 20%.
FOURT I give, devise and bequeath the rest, residue and remainder of my estate,
whether real, pe sonal or mixed, and of any nature whatsoever and wherever situate, to the
following benefi iaries in the percentages indicated:
BARRY . LOSH and KIMBERLY LOSH, jointly or the survivor of them 60%
The Trus ee for AIMEE LOSH under ARTICLE FIFTH of this Will 20%
The Trustee for NICOLE LOSH under ARTICLE FIFTH of this Will 20%.
FIFTH: '' The Trusts for each of my granddaughters shall be administered and
distributed as follows:
a. Distribution of Trust Share for AIMEE LOSH
1. Distributions of Net Income
My Trustee shall pay to or apply for the benefit of AIMEE LOSH, at least
semi-wally during her lifetime, all of the net income from her trust share.
2. Distributions of Principal
If AI EE LOSH has not attained the age of thirty (30) years, my Trustee, in
its so a and absolute discretion, may apply to, or for the benefit of AIMEE
LOS as much of the principal from her trust share as my Trustee deems
advis ble for her health, education and maintenance. If AIMEE LOSH has
attain d the age of thirty (30) years, my Trustee shall pay to or apply for
AIM~E LOSH`s benefit such amounts from the principal of her trust share as
she may at any time request in writing.
3. Guidelines for Discretionary Distributions
With egard to my Trustee's discretionary authority over the distribution of
princi alto AIMEE LOSH, it is my desire that my Trustee be conservative in
exercising such discretion.
2
It is any express desire that my Trustee take into consideration the future
prob~ble needs of AIMEE LGSH prior to making any discretionary
dis butions hereunder.
desire that my Trustee give assistance to AIMEE LGSH by making
age loans to her or by other appropriate means for:
purchase of a residence.
purchase, establishment, or continuance of a business or professional
~y other extraordinary opportunity or expense deemed by my Trustee to
in the best interests of AIMEE LGSH.
~g discretionary distributions to AIMEE LGSH, my Trustee shall be
of, and take into consideration any additional sources of income and
available to AIMEE LGSH which arise outside o:f this agreement
known to my Trustee.
d ask that my Trustee, before making distributions to AIMEE LOSH,
l her of the long-term income tax deferral advantage of retaining funds
any retirement plan.
Furth r, I would also ask that my Trustee, before making distributions to
AIM E LOSH, remind her of any long-term advantages of retaining assets in
her t st share.
4. Distribution on the Death of AIMEE LGSH
After attaining the age of thirty (30) years, AIMEE LOSH shall have the
unli ited and unrestricted general testamentary power to appoint the entire
princi al and any accrued and undistributed net income of her trust share as it
exists at her death. AIMEE LGSH shall exercise this general power of
appoi tment by a valid last will and testament or a valid living trust
agree ent. In exercising this general power of appointment, AIMEE LOSH
shall pecifically refer to this power.
AIM E LGSH shall have the sole and exclusive right to exercise this general
powe~ of appointment.
This eneral power of appointment specifically grants to AIMEE LOSH the
right t appoint property to her own estate. It also specifically grants to her
the ri ht to appoint the property among persons, corporations, or other
entitie in equal or unequal proportions, and on such terms and conditions,
wheth r outright or in trust, as she may elect.
To tl~e extent this general power of appointment is not exercised, my Trustee
shall istribute the remaining trust properly to the then living descendants of
AIM~E LOSH, per stirpes.
If AI EE LOSH has no surviving issue, my Trustee shall distribute the
rem 'ping trust property in equal shares, per stirpes, to my then living
a,.....,. a---~-
b. Distribution of Trust Share for NICOLE LOSH
1. Distributions of Net Income
My Trustee shall pay to, or apply for the benefit of, NICOLE LOSH, at least
semi-,wally during her lifetime, all of the net income from her trust share.
2. Dil~tributions of Principal
If NI OLE LOSH has not attained the age of thirty (30) years, my Trustee, in
its sol and absolute discretion, may apply to, or for the benefit of NICOLE
LOS as much of the principal from her trust share as my Trustee deems
advis le for her health, education and maintenance. If NIC',OLE LOSH has
attain d the age of thirty (30) years, my Trustee shall pay to or apply for
NICO E LOSH`s benefit such amounts from the principal of her trust share
as she may at any time request in writing.
3. Guidelines for Discretionary Distributions
With r Bard to my Trustee's discretionary authority over the distribution of
princi al to NICOLE LOSH, it is my desire that my Trustee be conservative
in exe cising such discretion.
It ism express desire that my Trustee take into consideration the future
probab a needs of NICOLE LOSH prior to making any discretionary
distrib tions hereunder.
I also esire that my Trustee give assistance to NICOLE LOSH by making
mortga a loans to her or by other appropriate means for:
The purchase of a residence.
The purchase, establishment, or continuance of a business or professional
prac ice.
Any other extraordinary opportunity or expense deemed by my Trustee to
be i the best interests of NICOLE LOSH.
In maki g discretionary distributions to NICOLE LOSH, my Trustee shall be
mindfu of, and take into consideration any additional sources of income and
I
I~, 4
principal available to NICOLE LOSH which arise outside of this agreement
and ire known to my Trustee.
I world ask that my Trustee, before making distributions to NICOLE LOSH,
remi~d her of the long-term income tax deferral advantage of retaining funds
insid any retirement plan.
Fort er, I would also ask that my Trustee, before making distributions to
NIC LE LOSH, remind her of any long-term advantages of retaining assets
in he trust share.
4. Distribution on the Death of NICOLE LOSH
After attaining the age of thirty (30) years, NICOLE LOSH: shall have the
unlirr~ited and unrestricted general testamentary power to ap oint the entire
princ~pal and any accrued and undistributed net income of her trust share as it
exists) at her death. NICOLE LOSH shall exercise this general power of
appoi tment by a valid last will and testament or a valid living trust
agree ent. In exercising this general power of appointment, NICOLE LOSH
shall specifically refer to this power.
NICO'ILE LOSH shall have the sole and exclusive right to exercise this
gener power of appointment.
This eneral power of appointment specifically grants to NICOLE LOSH the
right t appoint property to her own estate. It also specifically grants to her
the ri ht to appoint the property among persons, corporations, or other
entitie in equal or unequal proportions, and on such terms and conditions,
wheth r outright or in trust, as she may elect.
To the extent this general power of appointment is not exercised, my Trustee
shall 'stribute the remaining trust property to the then living descendants of
NICO E LOSH, per stirpes.
If NICI~LE LOSH has no surviving issue, my Trustee shall distribute the
remaining trust property in equal shares, per stirpes, to my then living
ao~,.o.. ,....,.
SIXTH: I I hereby nominate, constitute, and appoint BARRY J. LOSH as Executor
of this, my Last W~11 and Testament. In the event that BARRY J. LOSH shall predecease me,
or be unwilling or able to act as my Executor, as aforesaid, then I nominate, constitute and
appoint KIMBE Y LOSH as Executor of this, my Last Will and Testament. My Executor or
', 5
other personal representative shall not be required to post bond regardless of state of residence.
All references to the Executor herein shall be applicable to any substihrte Executor.
SEVEN H: The appointment, resignation, replacement, and succession of my Trustees
shall be governe as follows:
Section 1. I ereby nominate, constitute and appoint BARRY J. LOSH, as Trustee of the
trusts created by this, my Last Will and Testament, without the necessity for posting security
regardless of stat of residence.
Section 2. y Trustee may resign by giving thirty days' written notice to the successor
Trustee, if any, d to all of the beneficiaries then eligible to receive mandatory or discretionary
distributions of n t income from any trust created under this Will.
Section 3. If ARRY J. LOSH is unwilling or unable to serve as Trustee, or cannot
continue to serve or any reason, then I nominate, constitute and appoint KIMBERLY LOSH to
be the successor rustee, without the necessity for posting security regardless of state of
residence.
Section 4. y successor Trustee, whether corporate or individual, shall have all of the
rights, powers, d privileges, and be subject to all of the obligations and duties, both
discretionary and inisterial, as given to the original Trustees.
Any successor T stee shall be subject to any restrictions imposed on the original Trustees. No
successor Trustee shall be required to examine the accounts, records, and acts of any previous
Trustees.
No successor Tru~tee shall in any way be responsible for any act or omission to act on the part of
any previous Trus ees.
Section 5. No withstanding any other provisions of this, my Last Will and Testament, my
Trustee may not exercise or participate in the exercise of discretion with respect to the
distribution of inc me or principal to any person my Trustee is legally obligated to support, to
the extent the dist bution discharges the support obligation of my Trustee.
EIGHTH:
My Executor and rustee shall have, in addition to the powers and authority conferred upon
them by law, the f llowing additional powers and authority:
1. To ell, exchange, lease, transfer, partition, give options upon, mortgage, or
pledge, or otherwi a dispose of any property, real or personal, at any time constituting a portion
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of a trust or my estate at public or private sale, and upon such terms and conditions as the
Executor or Trusltee shall deem advantageous.
2. T invest any money at any time in such bonds, stocks, notes, real estate,
mortgages, life i surance, annuities or other securities (including proprietary mutual funds of the
corporate Execut r or Trustee), or such property, real or personal, as the Executor or Trustee
shall deem adv tageous, without being limited by any statutes or rule of law regarding
investments by t e Executor or Trustee.
3. Tc~ retain, without incurring any liability, as investments, any property owned by
me at the time of lmy death, as long as they deem it advantageous, and even though such property
is not the kind of roperty an Executor or Trustee would purchase as an investment; and even
though to retains ch property might violate sound diversification principles; and to make any
division, distribu 'on or partition of the estate or trust property in cash or kind, or partly in cash
and partly in kind pro rata or non-pro rata.
4. To cause any security or other property which may constitute a portion of a trust
or of my estate to be issued, held or registered in their own name, or in the name of a nominee, or
in such form that itle will pass by delivery.
5. To
structure, or sale
constitute a porti
securities which,
any such reorgan
or subscription ri
of my estate resu
subscription.
~nsent to the reorganization, consolidation, readjustment of the financial
the assets of any corporation or other organization, the securities of which
of a trust or of my estate, and to take any action with reference to such
the opinion of the Executor or Trustee is necessary to obtain the benefit of
tion, consolidation, readjustment or sale; to exercise any conversion privilege
:given to them as owner of any securities constituting a portion of a trust or
g from any reorganization, consolidation, readjustment, sale, conversion or
6. To ay all costs, taxes, charges and expenses in connection with the
administration of trust or of my estate, including such compensations to Executor or Trustee.
.~ ~ ~
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My corporate Ex~cutor or corporate Trustee shall receive compensation for the performance of
its functions here~nder in accordance with its schedule of fees in effect. from time to time during
the period over v~hich it services are performed. Any individual trustee who is also a beneficiary
shall serve witho~t compensation.
7. T determine what is "income" and what is "principal" hereunder, and their
decision thereon hall be final; and to purchase securities at a premium or discount, and to apply
or charge said pr mium or discount against income or principal as the 1xecutor or Trustee may
determine. ~I
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8. Tl~e Executor may make payments to or on behalf of any person who is the
beneficiary here der but in no event, however, shall payments be made to any creditor or other
such person beca se of anticipation of payment by the beneficiary, and any such claim made by
way of anticipati n by the beneficiary shall be of no validity or legal effect.
9. To borrow money from any person, firm or corporation, including any
corporation actin as an Executor or Trustee hereunder, for the purpose of protecting and
preserving or imp owing my estate or trust hereunder; to execute promissory notes or other
obligations for ounts so borrowed upon such terms and conditions as they deem advisable.
10. To employ legal counsel, accountants, brokers, investment advisors, custodians,
managers and oth~r agents and employees and to pay them reasonable compensation out of my
estate or any funds held hereunder to which said compensation is attributable.
11. To carry on any business owned or controlled by me at my death for whatever
period of time the shall think proper, and they shall have the power to do any and all things they
deem necessary o appropriate, including the power to close out, liquidate or sell the business at
such time and upo~ such terms as to them shall deem best.
i
~~
12. 1V~y Executor may exercise any available elections with regard to state or federal
income, inheritance, estate, succession, or gift tax law. Generally, I anticipate that my Executor
will elect to minimize the estate tax payable by my estate. However, I would expect that some
consideration be given to the estate tax payable in my spouse's estate upon her death, especially
if she should die rior to the time the election is made. The determination of my Executor with
respect to the ex~rcise of the election shall be conclusive upon all affected persons.
13. T e Executor or Trustee may, but shall not be required to, prepare and file
accountings with any Court. Prior to delivering all of the property of any trust hereunder to a
successor Truste$ or to making any partial or complete distribution of trust principal or of my
estate assets, the ~xecutor or Trustee may require an approval of its accounting either by a
release and disch~rge by the beneficiary or beneficiaries of any such trust or by a Court of
competent jurisdiction. All of the Executor's or Trustee's fees and expenses (including
reasonable attorn~y's fees) attributable to any such accounting and approval shall be paid by such
trust. ~I
14. The Trust~e in its sole and absolute discretion may terminate any trust hereunder at any
time it determine that the aggregate value of the trust property renders continued administration
economically inf asible and, upon such termination, shall pay over the remaining trust property
to the income be ficiary or, proportionately, the income beneficiaries thereof (or to a parent or
legal guardian in he case of a minor beneficiary).
Upon sucl# termination, the remainder interest in such trust shall be extinguished and the
Trustee shall be accountable with respect to such trust only to such income beneficiary or
beneficiaries (or t~ a parent or legal guardian in the case of minor beneficiary).
15. To minimize any tax in respect of any trust, or any beneficiary thereof, or for such
other purpose as i deems appropriate, the Trustee may in its sole and absolute discretion remove
all or any part of a property of, or the situs of administration of, such trust from one jurisdiction
to another and ele t, by an instrument filed with the trust records, that thereafter such trust shall
be construed, regu ated and governed as to administration by the laws of such other jurisdiction.
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16. Tc} compromise controversies.
17.
advantageous
Tc~ do all other acts in their judgment necessary or desirable for the proper and
na~agement, investment and distribution of a trust or of my estate.
NINTH:
because of my d
attributable pass
pay, or provide
Executor deems
IN WITNESS Wl
hereunto set my h
I direct that all transfer and inheritance taxes, state or federal, assessed
nth, whether the funds, property or insurance proceeds to which such taxes are
nder this Will or not, shall be paid out of my residuary estate; that my Executor
.r payment of all such taxes at such time, or times, and in such manner as my
EOF, I, JOHN H. LOSH, the Testator to this my Last Will and Testament
and seal the ~ day of ~i~ 2009.
J H. L SH
The preceding in trument with each pageidentified by the initials of the Testator, JOHN H.
LOSH, this day and date thereof signed, published and declared by JOHN H. LOSH, the
Testator therein n ed, as and for his Last Will, in the presence of us who, at his request, in his
presence, and in the presence of each other have subscribed our names as witnesses.
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COMMONWEALTH OF PENNSYLVANIA
:SS
COi1NTY OF CU~VIBERLAND
I, JOHN . LOSH, Testator, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my ast Will; that I signed it willingly; and that I signed it as my free ayLi voluntary act for
the purposes there n expressed. „ ,~ / )
LOSH
Sworn or a~ffirmed,/tJo and acknowledged before me by JOHN H. LOSH, Testator, the
~~ day Ibf _,1~~~21L. , 2009.
~~
(SEAL) Notary Public
NOTARIAL 8EAL
DAVIO N RADCLIFF
Noblry-PubNc
EAST Ti~W, dJWIERLIMID COUNTY
My E~ku Jun 2!, 2012
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CU1~rIBERLAND
We ~ ~ f f ~ and L~~ ` - n the
witnesses whose n mes are signed to the attached or foregoing instrument, being duly qualified according
to law, do depose nd say that we were present and saw Testator sign and execute the instrument as his
Last Will; that he igned willingly and that he executed it as his free and voluntary act for the purposes
therein expressed; at each of us in the hearing and sight of the Testator signed the Will as witnesses; and
that to the best of ur knowledge the Testator was at that time eighteen or more years of age, of sound
i and under no onstr int or undue influence. ~~
Sworn or ffirmed o and subscribed to before me by ~1 f nn; ~'r L . I ~{asp-c r ~ and
~~ ~- ~ ~ T~
witnesses, this ~ day of ,~, , 2009.
(SEAL) NOTARIAL SEAL
DAVID H RAOCLIFf Notary Public
Notuy Public
EAST PENNS T1NP, CUN>BERLAND COUNTY
Nl~ ion Expkq Jun 29, 2012
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