HomeMy WebLinkAbout05-23-12J 1505610143
REV-1500 Ex(°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
Po Box.2sosoi INHERITANCE TAX RETURN 21 12 0271
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
02 27 2012 06 30 1910
Decedent's Last Name
FASICK
Suffix Decedent's First Name
FLORENCE
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
Spouse's First Name
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
1. Original Return ^ 2. Supplemental Return
^ 4. Limited Estate ^ 4a_ Future Interest Compromise
(date of death after 12-12-82)
g Decedent Died Testate
(Attach Copy of Will)
^ ~ Decedent Maintained a Living Trust
(Attach Copy of Trust)
^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit fdate of death
between 12-31 51 and T-1-95)
MI
M
MI
^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 5. Federal Estate Tar: Return Required
_ 8. Total Number of S+~fe Deposit Boxes
^ 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone (Number
JAMES D BOGAR (717) 737 8761
~a
First line of address
ONE WEST MAIN STREET
Second line of address
City or Post Office State ZIP Code
SHIREMANSTOWN PA 17011
Correspondent's a-mail address: jbOgar@bOgarlaW.COm
REGISTER OF~JCt~ USE Oft1f'Y
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unaer penalties or penury, I tleclare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, corre t and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATU F ERSON SP IBLE FOR FILING RETURN DATE
James D. Bogar 5 (,;2.t (LZ,,,
One W
SIGNATURE
REPRESENTATIVE
PA 1
James D. Bogar
DATE
..l Z t I I.L
One West Main Street, Slfiremanstown, PA 17011
Side 1
1505610143
1505610143 J
1505610243
REV-1500 EX
°eceae~rSName: Fasick, Florence M.
Decedent's Social :Security Number
RECAPITULATION
1. Real Estate (Schedule A) ..................................................................................... .. 1.
2. Stocks and Bonds (Schedule B) .......................................................................... ... 2.
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)....... .. 3.
4. Mortgages & Notes Receivable (Schedule D) ...................................................... .. 4.
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. .. 5. 74 9 , 002.05
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6.
7. Inter-Vivos Transfers & Miscellaneous N,oq Probate Property
(Schedule G) u Separate Billing Requested........... . 7,
8. Total Gross Assets (total Lines 1-7) ................................................................... .. g. 749 , 002.05
9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... . 9. E50 , 971.28
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. . 10.
11. Total Deductions (total Lines 9 & 10) ................................................................. .. 11. 60 , 971.28
12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12. 688 , 030.77
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .............................................. . 13. 331 , 515.3 9
14. Net Value Subject to Taz (Line 12 minus Line 13) .............................................. . 14. 3 ~i 6 , 515.38
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 Q , 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 35 6 , 515.3 8 18.
19. Tax Due ................................................. ................................................................ . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
0.00
0.00
0.00
!53 , 477 .31
53,477.31
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-12-0271
DECEDENT'S NAME
Fasick, Florence M.
STREET ADDRESS --
Maplewood Assisted Living
5225 Wilson Lane, Suite 333
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
2,673.87
(1)
Total Credits (A + B) (2)
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
53,477.31
2,673.87
(3)
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) rJ~,$03.44
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 :............................................................................... ^
b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x
c. retain a reversionary interest; or ............................................................................................................... ^
d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x
2. If death occurred after December 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 beneficiary designation? .................................................................................................................. L 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 is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of 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)]. A
sibling is defined under 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)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Fasick, Florence M. 21-12-0271
All property ~omtly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Cash 100.00
2 Metro Bank -Certificate of Deposit No. 7700174718. Principal balance at date of death 91,081.36
$90,986.63; accrued interest $94.73
3 PNC Bank -Certificate of Deposit No. 31600214329. Principal balance as of date of death 109,792.74
$109,587.34; accrued interest $205.40
4 PNC Bank -Checking Account No. 5140159833. Principal balance at date of death 35,789.23
$35,789.02; accrued interest $0.21
5 PNC Bank -Savings Account No. 5112502294. Principal balance at date of death $28,112.80; 28,114.30
accrued interest $1.50
6 PNC Investments -Account No. 005-637645. 434,592.16
7 Sovereign Bank -Certificate of Deposit No. 2335548638. Principal balance at date of death 39,214.26
$39,131.33; accrued interest $82.93
8 Personal Property -Property transferred in kind to Peter Montgomery -per appraisal 275.00
9 Personal Property -sold at auction 9,422.00
10 Erie Insurance -Premium Refund 7 00
11 U.S. Treasury - 2011 Personal Income Tax Refund 614.00
TOTAL (Also enter on Line 5, Recapitulation) I~~ 749,002.05
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
METRO
BANK
March 9, 2012
James D Bogar
1 W Main St
Shuiremanstown PA 17011
3801 Paxton Street
Harrisburg, PA 17111
RE: Estate of: Florence M. Fasick
Tax Identification Number: 190-26-6600
Date of Death: February 27, 2012
888.937.0004
mymetrobank.com
To Whom It May Concern:
This letter is in reference to decedent account information you requested for the individual listed above.
We are able to provide the following:
Account Type: Time Deposit
Account Number: 7700174718
Date Opened: 8/1/10
Date Closed:3/6/12
Primary Owner: Florence M. Fasick
Principal Balance: $90986.63
Accrued Interest: $94.73
Date of Death Balance: $91081.36
Please feel free to contact me at (717) 412-6122 if I may be of further assistance.
Sincerely,
~.
Diana Reynolds
Metro Bank
Support Associate/Deposit Services
I n /. ~~ ~ ~ I' •. A n ~
~Jlxr. ~~ ~ ~~ ~ ;:'~;~ r~'~~ cl~i'V'K
~~ V~
1~'l13~G7Hi_ I~~Y
March 13, 2012
James D Bogar Esq.
One West IVlain St
5hiremanstow-n,1'A 17011
RE: Florence M Fasick
SSN: 190-26-6600
DOD; 02-27-2012
Dear Mr. Bogar:
Zn xesponse to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account # 31600214329 Established: 07-13-2001
FLORENCE M FASICK
DOD balance: $ 109;587.34 + 205.40 accrued interest
Interest paid O 1-01-ZOl Z thru OZ-27-2012 $ 904.72 YTD
Checking Account
Account # 5140159833 Established: 07-01-1977
FLORENCE M FASICK
DpD balance: $ 35,7$9.02 + 0.21 accrued interest
Interest paid 01-01-2012 thuru OZ-27-20]2 $ 0.60 YTD
Ravings Account
Account # 5112502294 Established: 10-2i5-2009
FLORENCE M FASICK
DOD balance: $ 28,112.80 + 1.50 accrued interest
Interest paid 01-01-2012 thru 02-27-2012 ~ 8.41 YTD
Investment Account
The decedent maintained Investment Account # 5637645. For further ir~foz~matian, you may call the
Brokerage Department at 1-S 00-762-6111.
Page 1 o.f 2
i
I
i
Please note ~;at this office provides date of death bala~ees for deposit aecauats (>;RAs, CDs, Checking and
Savings). We do snot process any financial transactions yr provide statements. If you need assistance with
any of these items, please call 1-8$8-PNC-BANK (1-588-762-2265) or stop 6y your local PNC Bank branch i
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
This message is intended for the use of the individual ar entity to which it is addressed and may
contain information that is privileged confidential and exemptfram disclosure under applicable law.
If the reader of this message is not the intended recipient or the employee ar agent re,~ponsible for ~,
delivering this message to the intended recipient, you are hereby notified that any dissemination,
distribution ar copying of this communications is strictly prohibited. If you have received this
communication in error, please notify me immediately by reply or by ~tedephane at 500-762-1775 and
immediately destroy this faxed document. i
Page 2 of 2
PNC
INVESTMENTS
Member F~INRA and SIPC
April 5, 2012
James D. Bogar
Attorney At Law
One West Main Street
Shiremanstown, PA 17011
RE: Account 005-637645/ Florence Fasick (individual)
Dear Attorney Bogar:
The value of the above-referenced account on February 27, 2012 is as follows:
. ~-~ ~ ~ ~ '~~01,'1 DOD, 3:
" A~m'otirit ~' ___ : -Des~c~`iptlon ~ r ?~Cuslp : ~ P,rl~e ' ~ bO~D,1/ali5e "
_ ~ 2,503.180iFederated Prime Mgmt Obligations Fund SS IQPSSQ
15,412.186 ~ Lord Abbett Core Fixed Income Class A LCRAX
_ 24,066.287jLord Abbett Intermediate Tax Free Fund Class A LISAX
Grand Total (Market Value + Accrued Inte
Sincerely,
'~C•
PNC Investments, LLC.
Estate Resolution Desk
$ 1_00_ I _$ :?,503.18
$11.14+$171,691.75
- --- ------ -
$10.82 $ 260,397.23
$ 434,592.16
$ 434,592.16
The summaries, prices, quotes and/or statistics contained herein have been obtained from
sources believed to be reliable but are not necessarily complete and cannot be guaranteed. They
are provided for informational purposes only. Past performance does not guarantee future results.
PNC Investments LLC
Member of The PNC Financial Services Group
4242 Carlisle Pike Camp Hill Pennsylvania 17011
www.pnc.com
~ ~a t,osev~~~c
, >~ ~ Importantlnvestorlnformation:Securities and brokerage services are provided by PNC Investments LLC, m?mber FINRA and SIPC.
~_yu[3ank GoaarneeJ Annuities and other Insurance products are offered by PNC Insurance Services LLC, a licensed insurance agene~.
Sovereign
Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston., MA 02284
March 12, 2012
James D. Bogar
Attorney at Law
1 West Main St.
Shiremanstown, PA 17011
RE: Estate of Florence M. Fasick
Date of Death: 02/27/2012
Dear James D. Bogar:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yo ,
Donna Penta
Lead specialist
617-514-5189
Sovereign Bank
ESTATE OF Florence M Fasick
SOCIAL SECURITY #: 190-26-6600
DATE OF DEATH: February 27, 2012
Account #: 2335129819 Type
In the name of: Florence M Fasick
CD Open date: 8/10/1995
Date of Death Balance: Closed Prior
Int.(YTD) from to _
Accrued interest to date of death:
Other Info: Closed 6/14/10 $38,757.54
N/.A
N/A
Account #: 2335548638 Type: CD Open date 6/21/2010
In the name of: Florence M Fasick (Peter C Montgomery POA )
Date of Death Balance: $39,131.33
Int.(YTD) from 1/1/2011 to 1/31/2012 $9L62
Accrued interest to date of death: $82.93
Other Info: Closed 3/6/12
Account #: 1271148633 Type: Checking Open date: _6/21/2010
In the name of: Florence M Fasick (Peter C Montgomery POA )
Date of Death Balance Closed Prior
Int.(YTD) from to N/A
Accrued interest to date of death: N/A
Other Info: Closed 9/21/11
Page 1 of 1
LINDEN HALL ANTIQUES
211 N. OLD STONE HOUSE ROAD
CARLISLE, PA 17015
717-249-1978
To: James D. Bogar, Esquire
1 West Main Street
Shiremanstown, PA 17011
From: William G. Rowe, Appraiser
211 N. Old Stone House Road
Carlisle, PA 17015
Re: Personal Property Appraisal
Estate of Florence M. Fasick
Date of Death -February 27, 2012
Date: March 8, 2012
Items removed from estate:
Piano $100.00
Desk -painted $85.00,
Television $90.0p~
TOTAL $275.00
C ~, w .s~...,~-=,1~-
William G. Rowe
Fasick Appraisal 1 03/08/2012
R ~ (RH 79L)
O~VE S AUCTION SERVICE
2505 Ritner Highway Carlisle, PA 17015
Bill Rowe (AU 1538L) 249-1978 215-1044 574-1008 Dave Rowe (AU 2295L)
Auction Is Action Call "R,owe" For Satisfaction
SELLERS NAME ~-M ~ ~_. ~=- tom- : ~;.°~~,~,x~...~ 1~~
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.~ `^~ ,~;t ~ r^-~= ~:~.~k1'.f ~±,: AUCTIONEER % .'`"`=,
AUCTION DATE/LOCATION ~ ~` _ CLERK %
DESCRIPTION OF MERCHANDISE
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I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise, goods and or property and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agreetito hold harmless the Auctioneers against any claims of the nature referred to in
this agreement.
~ } `.
AUCTION SIGNATURE ~ SELLERSt IGNATURE
Total Sales (Clerking Tickets Attached} $ -~~~ '~"~,
Less Sale Expense:
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~r % Commission Auctioneer $ ~ ~l-~`~. -l `-~
-_ % Commission Clerks $ _ _
OTHER: TJ~-s t~ p ~ ~,p_.~ ~5,~ ~ ~ "--
TOTAi. SALE EXPENSE DEDUCTED $ 3 ~ ~ ~ ~ ~
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30
SELLERS NET $ ~ ~ S~
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REV-1151 EX+t10-O6)
i
COM INHERITANCE TAX RETURNANIA
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Fasick, Florence M. 21-12-0271
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
N MB R
A. FUNERAL EXPENSES:
See continuation schedule(s) attached ~ 293.20
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(sl Commission paid
2. Attorney's Fees Bogar 8~ Hipp Law Offices 44,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 593.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 15,584.58
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 60,971.28
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Fasick, Florence M. 21-12-0271
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Neill Funeral Home -balance of funeral bill 293.20
H-A 293.20
2 Other Administrative Costs
Bethany Village -final bill
5,778.50
3 Cumberland Law Journal -Executor's Notice 75.00
4 H&R Block -tax preparation fee 162.00
5 Journal Publications -Executor's Notice 150.00
6 Mutual of America -reclamation of final annuity payment 136.52
7 Office of Personnel Management -Reclamation of final annuity payment 955.58
8 Omnicare 81.58
9 PA Department of Revenue - 2011 Personal Income Tax Due 362.70
10 RESERVES: -Costs to conclude administration of Estate, including preparation and filing of 4,500.00
final 2012 Personal Income Tax Returns, Federal and State Fiduciary Income Tax Returns,
and First and Final Account and Statement of Proposed Distribution
11 Rowe's Auction Service -auctioneer's commission and trash removal fee 3,362.70
12 Sovereign Bank -fee for date of death valuation 20.00
H-B7 15,584.58
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
REV-1513 EX+ (11-OS)
SCHEDULE J
COM INOHERITANCEOT~ RETURNANIA BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF
Fasick, Florence M.
FILE NUMBER
21-12-0271
NUMBER NAME AND ADDRESS OF RELATIONSHIP TO
DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(Sl RECEIVING PROPERTY (Words) ($$$)
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 a 1.2
See attached schedule
Total
Enter dollar amounts for distributions shown above on lines 1 5 throu h 18 on Rev 150 0 cover sheet, as a r o riate.
II NON-TAXABLE DISTRIBUTIONS:
. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Bethesda Mission 33,151.54
2 Elizabethtown College ss,3o3.os
3 Nursing Foundation of Pennsylvania 232,oso.77
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 331,515 39
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Florence M. Fasick 02/27/2012 190-26-6600
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Virginia Bone Friend
126 Clearview Drive
Camp Hill, PA 17011
2 Marianna Davis Sister-in-Law
8717 Valleyfield Road
Lutherville Timonium, MD 21093
3 Marcia M. Montgomery Friend
6 Redwood Court
Camp Hill, PA 17011
4 Peter Montgomery Friend
660 Bamberger Road
Etters, PA 17319
1
$5,000.00 specific
bequest
$10,000.00 specific
bequest
$10,000.00 specific
bequest
One-half of rest,
residue and remainder
1 f ~•
y '
LAST WILL AND TESTAMENT
OF
FLORENCE. M. FASICK
I , FLORENCE M . FASICK, of
Mechanicsburg, Cumberland County,
Pennsylvania, make, publish and declare
this as and for my Last Will and
Testament, hereby revoking all other
Wills and Codicils heretofore made by
m:e .
FIRST: I give and bequeath the
sum of five thousand dollars
($5, 000.00) to my friend, VIRGINIA.
BONE, of 126 Clearview Drive, Camp
Hill, Pennsylvania 17011, provided that
should she predecease me, I direct that
this specific bequest be made to my
sister-in-law, MARIANA DAVIS, of 8717
Valleyf field Road, Luthervi l le, Maryland
21093.
SECOND: I give and bequeath the
sum of ten thousand dollars
($10,000.00) to my sister-in-law,
MARIANA DAVIS, of 8717 Valleyfield
Road, Lutherville, Maryland 21093,
provided that should she predecease me,
I direct that this specific bequest be
made to her son, THOMAS DAVIS, of 2300
Dulaney Valley Road, Timonium, Maryland
21093.
THIRD: I give and bequeath the
sum of ten thousand dollars
($10, 000.00) to my friend, MARCIA M.
MONTGOMERY, of 6 Redwood Court, Camp
Hi 11 , Pennsylvani a 17 011, providedL that
should she predecease me, I direct. that
this specific bequest be made to her
2
son, PETER MONTGOMERY, of 660 Bamberger
Road, Etters, Pennsylvania 17319.
FOURTH: I devise and bequeath
all the rest, residue and remainder of
my estate of whatever nature and
wherever situate, including any
property over which I hold power of
appointment and together with any
insurance policies thereon, as fo1_lows
(A) Five percent ( 5 % ) thereof to
BETHESDA MISSION, of 611 Reilly Street,
Harrisburg, Dauphin County,
Pennsylvania 17102, to be used for.
general purposes as the governing body
of said organization deems appropriate.
(B ) Ten percent (10 % ) thereof to
ELIZABETHTOWN COLLEGE, of One Alpha
Drive, Elizabethtown, Pennsylvania.
17022, to be used for general purposes
3
as the governing body of said
organization deems appropriate.
(C ) Thirty-five ( 3 5 % ) percent
thereof to the NURSING FOUNDATION OF
PENNSYLVANIA, of 2578 Interstate Drive,
Suite 101, Harrisburg, Pennsylvania
17110, for the purpose of establishing
The Florence (Madden) Grady-Fasick
Scholarship Fund to be administered in
accordance with the provisions of a
Deed of Gift to be established with the
NURSING FOUNDATION OF PENNSYLVANIA and,
in the absence of a Deed of Gift , to be
used for general purposes as the
governing body of said organization
deems appropriate.
(D ) Fifty ( 5 0 % ) percent thereof
to my friend, PETER MONTGOMERY, of 660
Bamberger Road, Etters, Pennsylvania
4
17319, provided that should he
predecease me, then to his issue per
stirpes by representation.
FIFTH: Should any of the
children of PETER MONTGOMERY
(hereinafter referred to as "children" )
not have attained the age of twenty-
f our ( 2 4 ) years at the t ime f or di s -
tribution to him or her, I give, devise
and bequeath the share of each such
child to my hereinafter named Trustee
or Trustees, IN SEPARATE TRUSTS, t:o
hold, manage, invest and reinvest the
shares so received, and to use and
apply f rom t ime to t ime such port i.on of
income and principal for the said
child's education (including college,
trade school or other similar training
or education), as my Trustee or
5
Trustees, in their sole discretion,
deem advisable. The Trustee or
Trustees, in exercising their dis-
cretionary authority with respect to
the payment of income or principal. of
the within Trust to the children, shall
take into consideration any incomE~ or
other resources available to the
children from sources outside this
Trust.
Any income or principal not so
appli ed shall be distributed to each
child when he or she attains the a.ge of
twenty-four (24) years. In the event
any of the children die prior to the
termination of this Trust established
herein for their benefit, the interest
of said child in said Trust shall cease
with any income and principal being
6
divided evenly between or among the
remaining children of PETER MONTGOMERY
or the separate Trusts established
hereunder for their benefit .
SIXTH: In addition to all powers
granted to them by law and by other
provisions of this Will, I give the
fiduciaries acting hereunder the
following powers, applicable to al_1
property, exercisable without court
approval and effective until actual
distribution of all property:
(A) To sell at public or private
sale, or to lease, for any period of
time, any real or personal property and
to give options for sales, exchanges or
leases, for such prices and upon such
terms (including credit, with or
without security) or conditions as are
deemed proper. This includes the power
to give legally sufficient instruments
for trans f e r of the property and to
receive the proceeds of any disposition
of i t .
(B) To partition, subdivide, or
improve real estate and to enter into
agreements concerning the partition,
subdivision, improvement, zoning or
management of real estate and to impose
or extinguish restrictions on real_
estate.
(C) To compromise any claim or
controversy and to abandon any property
which is of little or no value.
(D) To invest in all forms of
property, including stocks, common.
trust funds and mortgage investment
funds, without restriction to
8
investments authorized for Pennsylvania
fiduciaries, as are deemed proper,
without regard to any principle of
diversification, risk or productivity .
(E) To exercise any option,,
right or privilege granted in insurance
policies or in other investments.
(F) To exercise any election or
privilege given by the Federal and
other tax laws, including, but not
necessarily being limited to, personal
income, gif t and estate or inherit:ance
tax laws.
(G) To make distributions t:o my
herein named beneficiaries in cash or
in kind or partly in each.
(H) To borrow money f rom
themselves or others in order to pay
debts, taxes, or estate or trust
9
administration expenses, to protect or
improve any property held under my
wi 11, and f or investment purposes ,.
(I) To select a mode of payment
under any qualified retirement plan
(pension plan, profit sharing plan,
employee stock ownership plan, or any
other type of qualified plan) to t:he
extent the plan or the law permits them
to do so, and to exercise any other
rights which they may have under t:he
plan, in whatever manner they consider
advisable.
SEVENTH: I nominate and appoint
LAURA A . MONTGOMERY, wi f e of PETER
MONTGOMERY, as Trustee of the
hereinabove described trusts. In the
event of the death, resignation or
inability to serve for any reason what-
10
soever of the said LAURA A. MONTGOMERY,
I nominate and appoint GRANT
DIANDONATO, brother of LAURA A.
MONTGOMERY, as Trustee of the
hereinabove described trusts. I direct
that my Trustee shall serve without
bond and shall receive fair and
reasonable compensation.
EIGHTH: I direct that all
inheritance, estate, transfer,
succession and death taxes, of any kind
whatsoever, which may be payable by
reason of my death, whether or not with
respect to property passing under this
Will , shall be paid out of the pri.nci -
pal of my residuary estate.
Notwithstanding, I specifically direct
that there be no allocation of
inheritance, estate, transfer,
11
succession and death taxes, of anj,r
kind, whatsoever, to any charitable
beneficiary designated by me herein.
NINTH: All interests hereunder,
whether principal or income, which are
undistributed and in the possession of
the fiduciaries acting hereunder, even
though vested or distributable, shall
not be subject to attachment, execution
or sequestration for any debt,
contract, obligation or liability of
any beneficiary, and furthermore, shall
not be subject to pledge, assignment,
conveyance or anticipation.
TENTH: I nominate and appoint
JAMES D. BOGAR, Executor of this, my
Last Will and Testament. In the event
of the death, resignation or inability
to serve for any reason whatsoever of
12
JAMES D. BOGAR, I nominate and appoint
JENNIFER B. HIPP and PETER MONTGOMERY,
Co-Executors of this, my Last Will and
Testament. I direct that my Executor
or Co-Executors, Trustee or Trustees,
as the case may be, and their
successors, shall not be required to
post security or a bond for the
.performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have
hereunto set my hand and seal to this,
my Last Will and Testament, this ~jf~t
day o f ~,~-~ 2 0 l l.
f - l~
~.' . V `~
( SEAL )
FLORENCE M. FASICK
13
Signed, sealed, published and
declared by the above-named Testatrix
as and for her Last Will and Testament
in our presence, who, at her request,
in her presence and in the presence of
each other, have hereunto subscribed
our names as attest_
Address
Addre s s
14