HomeMy WebLinkAbout05-02-121505610140
REV-1500 ~` (°"°'
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year Fie Number
Po Box 2sosol 2 1 1 1 0 9 6 0
Harrisburg. PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Oate of Death MINDDYYYY Date of Birth MMDDYYYY
2 0 9 1 2 6 5 9 0 0 8 0 2 2 0 1 1 1 0 0 5 1 9 2 3
Decedent's Last Name Suffix Decedent's First Name MI
D A V I S G E O R G E S
(If Applicable) Enter Surviving Spouse's information Below
Spouse's Last Name Suffix Spouse's First Name MI
D A V I S J A N E T A
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q 1. Original Retum
4. Limited Estate
Q 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise {date of
death after 12-12-82)
7. Decedent Maintained a Living Trust 0
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95}
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
8. Total Number of Safe 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 T0:
Name Daytime Telephone Number
D A V I D W- R E A G E R 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 ZIP Code
P A 1 7 0 1 1
REGISTER OF Vi9~LS- SE ONLY-~>
_ -J '
-~. (~ - .
,; _U. r--
-~ rrt I
~ ~ '=n
~ --i
(.
DATE FILED
Correspondent's a-mail address: DWREAGERaREAGERADLERPC • COM
Urxkr penalties of perjury, 1 declare that I have examined this return, inducting accompanying schedules and staterrrents, and to the best of my knowledge and belief
it is true, correct and complete. Oedaratkm of preparer other than the personal representative is based on all inforrrration of which preparer has any knowledge.
SIG ~RE OF PE SON R SPON ISLE FOR FILING RETURN ~~
511 PARK AV E NEW CUMBERLAND PA 17070
SIGNATURE OF EP R OTHER THA PRESENTATIVE
---- ~~3 /~t-
2331 MARKET STREET CAMP HILL ~ PA 17011
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140
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1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: GEORGE S• D A V I S 2 0 9 1 2 6 5 9 D
RECAPITULATION
1. Real Estate (Schedule A) ................................... 7 1 3 D D. D D
2. Stocks and Bonds (Schedule B) .................................... .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 2 0 ? D 2 6 • Q D
4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4.
5. Cash, Bank Deposits and Miscellaneous Personal P
roperty (Schedule E}.....
. , 5. 1 8 1 4 7 5. 6 7
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. -
7. Inter-Vivos Transfers & Miscellaneous N
-Probate Property
~
(Schedule G} Separate Billing Requested ..... .. 7.
8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 4 5 9 8 D 1 . 6 7
9. Funeral Expenses and Administrative Costs (Schedule H) ........... ..... .. 9. 1 7 4 1 8 . 3 7
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ...... ..... .. 10. 2 3 8 6 . 3 2
11. Total Deductions (total Lines 9 and 10) ........................ ..... .. 11. 1 9 8 0 4 . 6 9
12. Net Value of Estate (Line 8 minus Line 11) ..................... ..... .. 12. 4 3 9 9 9 6 . 9 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. 4 3 9 9 9 6 . 9 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.oo 4 3 9 9 9 6. 9 8 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .0 _ 0 . 0 0 16. 0. 0 0
17. Amount of Line 14 taxable
at sibling rate X .12 D D D 17. Q, Q Q
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18. Q• Q Q
19. TAX DUE .............................................. ..... .. 19. 0 • D D
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15D561024D 150561D24D
REV-15o0 EX Page 3
Decedent's Complete Address:
File Number
21 11 0960
DECEDENTS NAME
GEORGE S• DAVIS
STREET ADDRESS
511 PARK AVENUE
CITY ~ - ---- -- -- --~ STATE IZ P
NEW CUMBERLAND `, PA j17070
Tax Payments and Credits:
~~ Tax Due {Page 2, Line 19)
2. CreditslPayments
A. Prior Payments -
B. Discount
3. interest
4. ff lane 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.
{1) 0.00
Total Credits (A + B) (2)
(3)
DO
(4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
M_ ake check payable to: REGISTER OF WILLS, AGENT
'_._ ~ _ - ._ .' .. -.~ - 3]". -:2 c'~ t^ S, _,r,_~+"Al~.b9-;" ?!«Ja' ~ :i!~erltr.. l:~M _ _
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; ............................... ^ X^
c. retain a reversionary interest; or ................................................................................................ ^
d. receive the promise for life of either payrrrer-ts, benefits or care? ....................................................... ^ X^
2. If death ocaimed 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 of his or her death? ......... ^ X^
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? ..........................................................................................-........ ^
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 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 benefiaaries 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-1502 EX+ (Ot-10)
Pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: ~ ~ FILE NUMBER:
GEORGE S• DAVIS 21 11 0960
All reef property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, Moth having reasonable knowledge of the relevant fads.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet 'rf the property has been sdd.
ITEM Indude a Dopy of the deed showing decedents interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1• ILOT 2 VALLEY ROAD, HAMPDEN TOWNSHIP, TAX PARCEL 10-13-0995-011 ( 71,300.00
ASSESSED VALUE- X71,300 X 1.00 CLR = X71,300.00 FAIR MARKET VALUE
TOTAL (Also enter on Line 1, Recapitulation.} ~ S 71, 300 .
If mae space is needed, use additional sheets of paper of the same size.
REV-1504 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
t~ r w t t ur FILE NUMBER
GEORGE S• DAVIS 21 11 D96D
Schedule C-t or C-2. (including all supporting information) must be attached for each c~osety-held corporatlonlpaMership inten'.st of the decedent, other than a
sole-proprietorship. See ir~trrrctions for the supporting information to be submitted for sots-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t. FALLOW FIELD, a Pennsylvania general partnership 5,000.OD
Real Estate 4550 Valley Road, Hampden Township
Assessed Value - ~10,DOD•DO x 1.0^ CLR =~1D,OOD Fair Market Value
(FALLOW FIELD partnership is no longer in existence, the real
estate is the only item in the partnership name)
(GEORGE DAVIS INTEREST IS HALF OF +1:10,000.00)
2• A & G INVESTMENTS, LLC, a Pennsylvania limited liability company 2D2,026•DD
(20 UNITS= 2% MEMBER IN COMPANY
TOTAL (Also enter online3 Recapftu-ation)~ S 207,026
(H more space is needed, insert additional sheets of the same size)
REV-7506 EX+ (12-t t)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C-2
PARTNERSHIP
INFORMATION REPORT
GEORGE S• DAVIS 21 11 0960
1. Name of Partnership A & G INVESTMENTS, LLC (LIMITED LIABILITY CO) Date Business Commenced 5/14/2D02
Address 2 3 4 0 P A X T O N CHURCH ROAD Business Reporting Year _
City HARRISBURG State P A Zip Code 17110
2. Federal Employer ID Number 45-0478253
3. Type of Business INVESTMENT ProducUService REAL ESTATE
4. Decedent was a ^ General ^ Limited partner. If decedent was a limited partner, provide initial investment $
5.
7. Was the partnership indebted to the decedent? ................................ ®Yes ^ No
If yes, provide amount of indebtedness $ 192 ,10 4 . D D
8.
9
Was there life insurance payable to the partnership upon the death of the decedent? ........ ^Yes
If yes, Cash Surrender Value $ Net proceeds payable $ _
Owner of the policy
Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years 'rf the date of death was
prior to 12-31-82?
^ Yes ®No If yes, ^ Transfer ^ Sale Percentage transferred/sold
Transferee or Purchaser
Attach a separate sheet for additional transfers and/or sales.
Consideration $ Date .
10. Was there a written partnership agreement in effect at the time of the decedents death?........ ®Yes ^ No
ff yes, provide a copy of the agreement.
11. Was the decedents partnership interest sold? .................................. ^Yes ® No
If yes, provide a copy of the agreement of sale, etc.
12. Was the partnership dissolved or liquidated after the decedent's death? ................. ^Yes ®No
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
13. Was the decedent related to any of the partners? ................................ ®Yes ^ No
If yes, explain FAMILY LIMITED LIABILITY COMPANY
14. Did the paMership have an interest in other corporations or partrterships7 ................. ^Yes ® No
If yes, report the necessary information on a separate sheet, including a Schedule G1 or C-2 for each interest.
~ • •' ~ • ~ ~
A. Detailed calculations used in the valuation of the decedent's partnership interest.
B. Complete copies of financial statements or federal partnership income tax returns (Form 1065) for the year of death and four preceding years.
C. If the partnership owned real estate, submit a list showing the complete addresses and estimated fair market values. If real estate appraisals have
been secured, attach copies.
D. Any other information relating to the valuation of the decedent's partnership interest.
® No
6. Value of the decedent's interest $ 2 0 2 , 0 2 6.0 0
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
GEORGE S. DAVIS
Decedents Name
Schedule C2-5
Page 1
21 11 0960
Fite Number
ESTATE OF GEORGE S. DAMS
FILE NUMBER: 21 11 0960
SCHEDULE C-2 CONTINUED
A & G INVESTMENTS, LLC IS A LIMITED LIABILITY COMPANY NOT A
PARTNERSHIP. ALL 'THE INFORMATION PROVIDED ON SCHEDULE C-2
RELATES TO THE MEMBERS OF THE LIMITED LIABILITY COMPANY.
TO FOLLOW IS A LIST OF THE REAL ESTATE OWNED BY THE LIMITED
LIABILITY COMPANY:
1) LAND IN CLEARFIELD COUNTY PROPERTY LOCATED IN BRADFORD
TOWNSHIP WITH AN ASSESSED VALUE OF $11,825.00 X THE COMMON
I EAVEL RETIO OF 4.95 EQUALS A FAIR MARKET VALUE OF $58,533.75.
2) 187 STEINGRABLE ROAD IN MERCER COUNTY LOCATED IN EAST
LACKAWANNOCK TOWNSHIl' WITH AN ASSESSED VALUE OF
$27,750.00 X 2.89 EQUALS A FAIR MARKET VALUE OF $80,197.50.
3) LAND IN MERCER COUNTY LOCATED IN EAST LACAWANNOCK
TOWNSHIP WITH AN ASSESSED VAULE OF $5,650.00 X 2.89 EQUALS
!~ FAIR MARI~EiT VALUE OF $16,328.50.00.
REV-1508 EX+ (11-10)
Pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE
CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
GEORGE S• DAVIS 21 11 0960
Include the proceeds of Atigation and the date the proceeds were received try the estate.
AN property Jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1. INHERITANCE FROM SISTER - ESTATE OF VIOLA BLACK 180,000.00
2• LONGTERM INSURANCE PREMIUM REFUND
3• ~HIGHMARK PREMIUM REFUND
1,159•D3
316.64
TOTAL (Also enter on Line 5, Recapitulation) I S 181, 4 75
If more space s needed, vuert additional sheeL~ 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
~.+~~+~ ~ yr FILE NUMBER
GEORGE S• DAVIS 21 11 D960
DecedenCs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION ,,,.,,, ,~,,.
A• FUNERAL EXPENSES:
1. MUSSELMAN FUNERAL HOME
2• ROLLING GREEN CEMETERY COMPANY
3• AN OLDE TOWNE FLORIST & GREENER - FUNERAL FLOWERS
4• SOPHIA'S ON MARKET - FUNERAL LUNCH
B. ADMINISTRATIVE COSTS:
t • Personal Representative Commissions:
Name(s) of Personal Representative(s)
Sheet Address
City State ZIP
Year(s) Commission Paid:
2, At6omeyFees: REALER & ADLER, PC
3. Family Exemption: (If decedents address is not the same as daimanfs, attach explanation.)
Claimant
4.
5.
6.
7.
Street Address
CRy State ZIP
Relationship of Claimant to Decadent
ProbateFePS: CUMBERLAND COUNTY REGISTER OF WILLS
Accountant Fees:
Tax Retum Proparer Fees:
TOTAL (Also enter on Line 9, Recapitulation) ~ _
ti more space is needed, use additional sheets of paper of the same s¢e.
6,817.92
1,395.00
511.45
2,3D5.5D
6,000•DD
388.50
418.
REV-1512 EX+ (12-08)
Pennsylvania
DEPARTI~NT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8 LIENS
ts~wrt vF FILE NUMBER
GEORGE S• DAVIS 21 11 D960
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. MEMBERS 1ST FEDERAL CREDIT UNION - VISA 2,386.32
TOTAL (Also enter on Line 10, Recapitulation) I S
If more space is needed, inseR additional sheets of the same s¢e.
REV-1513 EX* (Ot-10J
Pennsylvania
DEPARTMENT OF RF_VENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
T TAXABLE DISTRIBUTIONS pndude ought spousal distributions and transfers under
Sec. 91 fi (a) (1.2).]
1. JANET A• DAVIS
511 PARK AVENUE
NEW CUMBERLAND, PA 17070
FILE NUMBI
21 11
RELATIONSHIP TO DECED
Do Not List Trustee(s)
Spousal
OF ESTATE
439,996.98
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:
1.
SCHEDULE)
BENEFICIARIES
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 13
If more space Is needed, use additional sheets of paper of the same size.
SNC\shc\davisgeo.Wit --
November 7, ,1996
LAST WILL AND TESTAMENT
OF
GEORGE S. DAVIS
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I, GEORGE 8. DAVIS, of New Cumberland, Cumberland County,
Commonwealth of Pennsylvania, which I declare to be my domic:ile, do
hereby make, publish, and declare this to be my LAST WILL AND
TESTAMENT, hereby revoking all Wills and Codicils at any time
heretofare made by me.
FIRST: IDENTIFICATION OF FAMILY. I declare that I am married
to JANET A. DAVIS and that there are four(4) children of this
marriage whose names are: JEANETTE D. MOIIL, AIIDREY D. WENNER,
BARBARA D. MIISSELMAN and NANCY D. AMBROSE. As used in this Will,
the terms "my spouse" or "my wife" shall mean only JANET A. DAVIS.
As used in this Will, the term "my children" refers to all my
natural children. As used in this Will, the term "issue" refers to
all lineal descendants of the indicated person of all generations,
with the relationship of parent and child at each generation
determined by the definition of "children" set forth in this
paragraph.
SECOND: PAYMENT OF BIIRIAL ERPENSES AND DEBTS. I authorize my
executor to pay all the expenses of (1) a funeral or memorial
service; (2) the interment of my remains, including costs of a
gravesite, if necessary; and (3) the installation and inscription
of a suitable marker at, and perpetual care of, the gravesite. I
SHC\shc\davisgeo.uil
November 7, 1996
tax credit shall be taken into account only to the extent that it
does not result in an increase in state death taxes which would
otherwise be payable; (2) the sum disposed of by this Article shall
be reduced by the value of property which passes outside the terms
of this Will or which passes under other Articles of this Will and
which does not qualify for the estate tax charitable or marital
deductions; and (3) the sum disposed of by this Article shall be
reduced by charges against the principal of my estate which do not
qualify as federal estate tax deductions. In making the
computations necessary to determine the amount of this pecuniary
bequest., valuations and credit amounts as finally determined for
federal estate tax purposes shall control. I direct my trustee to
hold, administer and distribute the trust as follows:
a. During the lifetime of my spouse, my
trustee shall pay to or for the benefit of my spouse, in guarterly
or more frequent installments, all of the net income of the trust.
b. During the lifetime of my spouse, my
trustee, in its sole and absolute discretion, may also pay to or
for the benefit of my spouse such portions of the principal of the
trust as my trustee deems advisable to liberally provide for my
spouses health, support and maintenance after taking into account
her other resources.
c. During the lifetime of my spouse, my
trustee, in its sole and absolute discretion, may also gay to or
4
SHC\shc\davisgeo.wil
November 7, 1996
apply for the benefit of any child or children of mine such
portions of the principal of the trust as my trustee deems
advisable to liberally provide for such child or children's health,
support, maintenance and education (including higher and special
education); provided, however, that no such principal invasion
shall be made for the benefit of any child or children of mine
until my spouse's health, support and maintenance shall f iz•st have
been adequately provided for.
d. My Wife is authorized, at any time and
from time to time, upon written notice delivered to my trustee, to
withdraw from trust principal an amount or amounts not to exceed,
in the aggregate, five thousand dollars ($5,000.00) per year or
five percent (5~) of the principal market value of the trust per
year, whichever is greater, as determined on the last day of the
calendar year during which such withdrawal is made. The right of
withdrawal shall be non-cumulative.
e. Upon the death of my Wife, the then
remaining trust income and principal shall be distributed :in equal
shares to my children who survive me, PROVIDED THAT, if any of my
children shall predecease me leaving issue, then I leave the share
of that deceased child to his or her issue, per stripes. In the
event that any child of mine shall predecease me leaving no issue,
then that deceased child's share of my estate shall be equally
divided among my then living children. In the event that any issue
5
SHC\shc\davisgeo.wil
November 7, 1996
of a predeceased child of mine(my "grandchild" or "grandchildren")
shall be under the age of twenty-five (25) years at the time of
distribution to him or her, my trustee shall hold the equal share
for each grandchild, to be administered and distributed as provided
in Article "SIXTH", of this Will.
FIFTH: DISPOSITION WHEN SPOIISE NOT LIVING. If my Wife does
not survive me, I leave all of the rest, residue, and remainder of
the property that I own at the time of my death, both real and
personal, and of every kind and description, wherever situate,
which I: may be legally or equitably entitled at the time of my
death (my "residuary estate") to my children in equal shares,
PROVIDED THAT, if any of my children shall predecease me leaving
issue who survive me, then I leave the share of that deceased child
to his or her issue, who survives me, per stirpes; and PROVIDED
FURTHER. THAT, if all of my children shall predecease me or none
leave issue who survive me, then I leave the remainder of m.y estate
to my heirs as if I had died intestate under the laws of
Pennsylvania.
In the event that any issue of a predeceased child of mine (my
"grandchild" or "grandchildren") shall be under the age of twenty-
five years (25) at the time of distribution to him or her, my
trustee shall hold the equal share of each grandchild then. living,
in separate trusts for the benefit of each grandchild., to be
6
SHC\shc\davisgeo.wil
November 7, 1996
administered and distributed as provided in Article "SIXTH", of
this Will.
SIXTH: SEPARATE TRIIST FOR GRANDCHILDREN. With respect to any
amount received in trust on behalf of a child of a deceased child
of mine under Article "FOURTH" or Article "FIFTH," my trustee
shall hold the amount received in a separate trust, and shall
administer and distribute that grandchild's share in the following
manner:
1. Until that grandchild reaches the age of
twenty-five (25), my trustee shall pay to or apply for the 'benefit
of that grandchild so much of the net income of the trust as my
trustee shall deem necessary or advisable to provide for that
grandchild's support, maintenance, health and education (including
higher ar special education). My trustee shall accumulate any
income not so distributed and shall add the same to principal
annually.
2. After that grandchild reaches the age of twenty-
one (21) and until that grandchild reaches the age of twenty-five
(25) , my trustee shall pay to or apply for the benefit of that
grandchild all of the net income of the trust in quarterly or more
frequent installments.
3. I authorize my trustee to pay or apply principal
of the trust, at. any time, to or for the benefit of that
grandchild, even to the point of exhausting trust principal, in
such amounts as my trustee, in its absolute discretion., deems
7
SHC\shc\davisgeo.uit
November 7, 1996
necessary or advisable to provide for the support, maintenance,
health and education (including higher and special education) of
that grandchild. For example, but not by way of limitation, my
trustee may pay or apply trust principal, in my trustee's absolute
discretion, for expenses customarily related to obtaining an
education at any academic level, for wedding expenses f'or that
grandchild, to assist that grandchild in purchasing a primary
residence, to assist that grandchild in purchasing a business, or
to assist that grandchild in entering a trade or profession. In
determining the amount of principal to be disbursed, my trustee
shall take into consideration any other resources available to that
grandchild.
5. When that grandchild reaches age twenty-five
(25), the trust shall terminate and my trustee shall distribute to
that grandchild all of the trust assets remaining on hand.
6. If that grandchild dies before reaching age of
twenty-five (25), the trust shall terminate and such share shall be
distributed to his or her personal representative.
SEVENTH: TRIISTEE'S JIIDGMENT FINAL. The judgment of the
trustee as to the amount of payments or applications of principal
or income pursuant to any trust under this Will shall be final and
conclusive on all persons interested, or who may become interest,
in the trust estate. On making any payments or applications of
principal, the trustee shall be fully released and discharged from
all further liability or accountability.
8
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November 7, 1996
EIGHTH: SPENDTHRIFT PROVISION. No beneficiary of a trust
under this Will shall have any right or power to sell, assign,
convey, mortgage, pledge, anticipate, hypothecate, or otherwise
dispose of any right, title, or interest that the beneficiary may
acquire in the income or principal of the trust estate until the
income or principal has actually been paid over to the beneficiary
by the trustee. Nor shall the income or principal of the trust
estate, or any part of it, or any interest of any beneficiary under
this Will be liable for, or to any extent subject to, any debts of
any kind or nature incurred or contracted by any beneficiary,
either before or after my death. Any right granted to a
beneficiary to receive or withdraw assets of the trust estate,
either principal or income, for the beneficiary's own 'use and
benefit shall not be available for the satisfaction of any claims
of the creditors of the beneficiary. Any right of receipt or
withdrawal shall be suspended and may not be exercised by any
beneficiary on the filing of a proceeding in bankruptcy i.n which
the beneficiary is debtor. The suspension shall be continued
during bankruptcy proceedings and shall be restored only after the
entry of. a final order of discharge of the beneficiary as debtor.
NINTH: RIILE AGAINST PERPETIIITIES. Notwithstanding anything in
this Will to the contrary, I direct that no trust created hereunder
shall continue for a period longer than permissible under my
domiciliary states Rule Against Perpetuities, and upon the
expiration of such period, each such trust shall terminate and the
9
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November 7, 1996
assets thereof shall be distributed outright to those persons then
in being who would be entitled to receive the trust principal from
that trust at the time of the termination specified.
TENTH: POWERS OF ADMINISTRATION. I confer upon my executors
and upon any trustee serving under this Will all powers granted to
fiduciaries under the laws of the Commonwealth of Pennsylvania,
whether my estate is administered in the Commonwealth of
Pennsylvania or elsewhere.
In addition to the powers granted by law, I authorize my
executors or other legal representatives of my estate and any
trustee serving under this Will:
A. To accept additions to my estate or to any trust
under my Will from any source.
B. To acquire the remaining undivided interest in
property of my estate or trust in which my executor or trustee, in
fiduciary capacity, holds an undivided interest.
C. To invest and reinvest the assets of my estate or
any trusts created under this Will in securities or in real or
personal property, whether within or outside of Pennsylvania or the
United States, without the need for diversification as to kind or
amount and without. being limited to investments authorized by law
for fiduciaries. More specifically, but not by way of limitation,
I authorize and empower such executors or trustee to:
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November 7, 1996
1. Invest in discretionary common trust funds,
mutual funds, investment trusts, unsecured obligations, stocks,
bonds, and real estate.
2. Retain as long as such executors or trustee
deem proper any real or personal property or any stocks, bonds,
notes o7- other securities (including securities issued by my
corporate fiduciary) which I own at my death or which are
subsequently acquired.
D. To effect and keep in force fire, rent, title,
liability, casualty or other insurance to protect the property of
the estate or trust and to protect the fiduciary.
E. With respect to any property, real or personal, or
any estate therein owned by my estate or trust, except where such
property or any estate therein is specifically disposed of:
1. To take possession of, collect the rents from
and manage the same.
2. To sell the same at public or private sale, and
upon such terms and conditions, including credit, as to my
fiduciary shall seem advisable.
3. To lease, mortgage, partition, or subdivide the
same, even where the terms of such lease or mortgage shall extend
beyond the administration of my estate or the term of any trust.
4. To abandon property which does not have
sufficient economic value, in my executors' or my trustee's
judgment, to make it worth protecting.
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November 7, 1996
5. To repair or improve the same.
6. To grant options for the sale of same for a
period not exceeding six (6) months.
F. With respect to any mortgage held by the estate or
trust, to continue the same upon and after maturity, with or
without renewal extension, upon such terms as the fiduciary deems
advisable, or to foreclose, as an incident to collection of any
bond or note, any mortgage securing such bond or note, and to
purchase the mortgaged property or acquire the property by deed
from the mortgagor in lieu of foreclosure.
G. To employ any bank or trust company incorporated in
the state of my domicile, any national bank located in the state of
my domicile or any private banker duly authorized to engage in
business in the state of my domicile as custodian of any stock or
other securities held as fiduciary, and the cost thereof, except in
the case of a corporate fiduciary, shall be a charge upon the
estate or trust.
H. To cause any stock or other securities to be
registered and held in the name of a nominee.
I. In the case of the survivor of two or more
fiduciaries, to continue to administer the property of the estate
or trust without the appointment of a successor fiduciary.
J. As substitute or successor fiduciary, to succeed to
all of the powers, duties and discretion of the original fiduciary,
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November 7, 1996
with respect to the estate or trust, as were given to the original
fiduciary.
K. To contest, compromise or otherwise settle any claim
in favor of the estate, trust or fiduciary or in favor of third
persons and against the estate, trust or fiduciary, or to submit
the same to arbitration, without judicial approval.
L. With respect to any shares of stock or. other
securities owned by my executors or by any trustee:
1. To vote or refrain from voting, in person or by
proxy, discretionary or otherwise, such shares of stock or other
securities.
2. To pay calls, assessments and any other sums
chargeable or accruing against or on account of shares of` stock,
bonds, debentures or other corporate securities, whenever such
payments may be legally enforceable against the fiduciary or any
property of the estate or trust or the fiduciary deems payment
expedient and for the best interests of the estate or trust.
3. To sell or exercise stock subscription or
conversion rights, participate in foreclosures, reorganizations,
consolidations, mergers, or liquidations and to consent to
corporate sales, leases and encumbrances.
M. To execute and deliver agreements, assignments,
bills of sale, contracts, deeds, notes, receipts and any other
instruments necessary or appropriate for the administration of the
estate or trust.
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November 7, 1996
N. In the case of a trustee, to hold the property of
two or more trusts or parts of such trusts created by the same
instrument as an undivided whole without separation as between such
trusts or parts, provided that such separate trusts or parts shall
have undivided interests and provided further that no such holding
shall defer the vesting of any estate in possession or otherwise.
O. To make distribution in cash, in kind valued. at fair
market value of the property at the date of distribution, o:r partly
in each, without being required to make pro rata distributions of
such property.
P. To pay all reasonable and proper expenses of
administration from the property of the estate or trust, including
any reasonable counsel fees which the fiduciary may incur.
Q. To employ and remunerate agents to perform necessary
services for the estate or for any trust created thereunder such
as, but not limited to, accountants, attorneys, investment
advisors, actuaries, appraisers and custodians.
R. To borrow in the name of my estate or trusts from
themselves or others and secure such loans by mortgage, note, or
pledge, at prevailing rates of interest.
S. With regard to any business enterprise which I may
own or possess an interest in at the time of my death, whether
incorporated, unincorporated, or operated as a sole proprietorship
or partnership:
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November 7, 1996
1. To retain all or any portion of the business
and continue to operate the same for so long as my executors or
trustee shall deem advisable;
2. To sell all or any portion of the business, at
such time and on such terms and conditions (including credit), as
my executors and trustee shall deem advisable. My executors and
trustee may sell the business to any person, including a person
interested in my estate or a fiduciary serving hereunder.
3. To control, direct or manage the business; vote
any corporate shares; select, hire and compensate, or discharge
employees, directors and officers of the business; serve on the
board of directors of the business; retain and compensate experts
to advise my executors or trustee concerning the management or
disposition of the business;
4. To recapitalize or reorganize the business;
invest additional sums of money in the business;
5. To participate in or consent to any merger,
consolidation, reorganization, dissolution or liquidation. of the
business;
6. To account for the business as an entity
separate from my estate or trust. In this regard, my executors or
trustee shall be authorized to retain earnings in the business in
conformity with sound business practice.
7. I exonerate my executors and my trustee from
liability for any loss resulting from the retention and/or
15
SHC\shc\davisgeo.uil
November 7, 1996
operation of any business enterprise unless such loss shall result
from the executoz-'s or trustee's gross negligence or willful
misconduct.
T. To claim administrative expenses of my estate either
as income tax deductions or as estate tax deductions,, in my
executor.'s sole discretion, without regard to whether such expenses
are payable from income or principal, and without the necessity of
making adjustments or reimbursements between principal and income
or among the property interests of the various beneficiaries of my
estate. I exonerate my executors from any liability arising from
the claim of a beneficiary of my estate whose entitlement under the
terms of my Will has been diminished by my executors' elections.
U. To execute, file and deliver proofs of claim or
receipts required to collect all policies of life insurance on my
life which name my estate or any trust created hereunder as
beneficiary; elect any optional modes of settlement available under
such policies; receive, administer and distribute the proceeds of
such policies in accordance with the dispositive provisions of this
Will. The receipt of my executor or my trustee shall constitute
full acquittance to any insurance company for policy proceeds paid.
V. To terminate and distribute outright to th.e income
beneficiaries thereof the assets of any trust which, in the opinion
of my trustee, has become so small that it is uneconomic and not in
the best interests of the trust beneficiary or beneficiaries to
continue.
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November 7, 1996
W. To allocate, in their sole and absolute discretion,
any amount of the exemption from generation skipping taxes allowed
under Internal Revenue Code, Section 2631(a), to property o:f which
I am the transferor, including property transferred during my
lifetime to which no allocation has previously been made, without
the necessity of making adjustment or reimbursement to any person
or trust as a result of such allocation.
X. To combine trusts having substantially identical
terms and with the same beneficiary or beneficiaries, whether
created under the terms of my Will or my spouse's, to be
administered and distributed as a single trust.
Y. To join with my surviving spouse or the executor of
my Will in the execution and filing of:
1. A joint income tax return for any period prior
to my death for which I have not filed a return and to agree as to
the apportionment of any joint tax liability.
2. A gift tax return on gifts made by my surviving
spouse and to consent to treat such gifts as being made one-half
(?) by me, for any period prior to my death.
ELEVENTH: DISTRIBUTION TO MINORS. If any of my Estate
principal or income shall vest in absolute ownership in a minor,
except as otherwise provided for in this Will, my executor shall
have the authority, in my executor's discretion, and without court
authorization, to:
17
SHC\shc\davisgeo.uil
November 7, 1Q96
A. Hold and manage the property and defer payment or
distribution of all. or a part of the property to that minor until
that minor reaches the age of eighteen (18) years. My executor, in
administering this property, shall have all of the authority
granted to fiduciaries under Pennsylvania law, and under the
provisions of the previous Article of this Will.
B. Distribute part or all of the minor's property to a
custodian for the minor under the Uniform Gifts To Minors Act or
the Uniform Transfers To Minors Act of the jurisdiction where the
minor resides.
C. Select a custodian for the minor under the Uniform
Gifts To Minors Act or under the Uniform Transfers To Minors Act of
the jurisdiction where the minor resides without court order. My
executor may select any fiduciary named in this Will <~s such
custodian without conflict of interest.
D. Distribute or pay part or all of the minor's
property to the minor's legal guardian, to the adult person or
persons with whom the minor resides, to the minor personally, to
the trustee of any trust created for the sole benefit of the minor,
or to th.e administrator or executor of the minor's estate.
E. Apply part or all of the minor's property for the
minor's health, education, maintenance, support or welfare. My
executor. shall be entitled to be paid at the same rate as
testamentary trustees under the state law of my domicile for the
holding and managing of property pursuant to this Article of my
18
SHC\shc\davisgeo.uil
November 7, 1496
Will. My executor shall account in the same manner as trustees and
shall nat be required to render or file annual accountings with
respect to the properties so held and administered for the. minor.
Nothing contained in this Article shall operate to suspend the
absolute vesting of the share of any minor beneficiary of my
estate.
TAELFTH: PAYMENT OF DEATH TA%ES. My estate, inheritance,
succession, transfer or other death taxes shall be paid as follows:
A. If my Wife shall survive me, I direct that all
estate, inheritance, succession, transfer or other death taxes
assessed by any taxing authority, whether foreign or domestic, in
respect of all property taxable by reason of my death or by reason
of the inclusion of such property in my gross estate for estate tax
purposes, be paid, without apportionment, out of my residuary
estate established. under paragraph A of Article "FOURTH" of this
Will.
B. However, if my Wife shall survive me, and validly
disclaims a portion or all of my estate, I direct that all estate,
inheritance, succession, transfer or other death taxes assessed by
any taxing authority, whether foreign or domestic, in respect of
all property taxable by reason of my death or by reason of the
inclusion of such property in my gross estate for estate tax
purposes, be paid, without apportionment, first from that part of
my estate which passes under paragraph B of Article "FOURTH" of
this Will.
19
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November 7, 1996
C. If my Wife shall not survive me, I direct that all
such taxes shall be paid from my residuary estate without
apportionment.
D. However, the aforesaid notwithstanding, if, at the
time of my death, I am the beneficiary of a qualified terminable
interest property (QTIP) trust, and the principal of that trust is
includible in my gross estate for tax purposes, it is my direction,
pursuant to the provisions of Internal Revenue Code, Section 2207A,
that my executor or the trustee of such trust withhold from the
shares of the remaindermen of such trust an amount by which the
estate tax in my estate exceeds the amount of the estate tax which
would have been payable had the trust property not been inc]_uded in
my estate for tax purposes.
THIRTEENTH: PRESIIMPTION IN CASE OF SIMIILTANEOIIS DEATH. For
the purpose of this Will, in determining whether a person has
survived me or another person, (1) my spouse shall be deemed to
have survived me (subject to the following paragraph)un.less it
unmistakably appears by proof that she predeceased me; and (2) in
all other cases, a person shall not be deemed to have survived me
or another person i.f he or she dies within thirty days of my death
or of the death of the other person.
If my spouse does not actually survive me but is deemed to
survive me under the preceding paragraph, and if the property
passing to my spouse under Article "FOURTH" shall result. in any
federal estate tax liability in my spouse's estate, then Article
20
SNC\shc\davisgeo.uil
November 7, 1996
"FOURTH" shall be interpreted as if my spouse had disclaimed the
smaller of the following amounts: (1) the largest amount, if any,
of my residuary estate that would result in no federal. estate
liability tax in either of our estates; or (2) the largest amount,
if any, needed to equalize the federal estate tax liability in each
of our Eastates .
FOIIRTEENTH: APPOINTMENT OF ERECIITOR. I nominate and appoint
my spouse, JANET A. DAVIS, executor of this, my Will. If my spouse
shall fail to survive me, shall decline to act, or having qualified
shall, for any reason thereafter, cease to act, I nominate and
appoint JEANETTE D. MOIIL as successor executor in her place.
FIFTEENTH: APPOINTMENT OF TRIISTEES. I nominate and appoint my
spouse, JANET A. DAVIS and FARMERS TRIIST COMPANY, Carlisle,
Pennsylvania, as 'the initial co-trustees of any trusts created
under this Will. If my spouse shall not serve as co-trustee for
any reason or shall cease to serve as co-trustee for any reason,
she shall not be replaced. If my corporate co-trustee named above
shall not serve as co-trustee for any reason, or shall cease to
serve as co-trustee for any reason after having been so appointed,
then its successor shall be I:n regard
to the above nomination of co-trustees, the following shall apply:
A. A co-trustee may at any time or from time to time by
instrument in writing executed by the co-trustee and delivered to
the other co-trustee, delegate to the other co-trustee all of the
powers conferred on or otherwise vested in the co-trustees jointly.
21
SNC\shc\davisgeo.wit
November 7, 1496
The written instrument evidencing an exercise of this right of
delegation shall contain a statement as to the period of time
during which the delegation shall be effective. On the expiration
of the delegation period, the co-trustee shall be restored to their
original position in the administration of the trust estate. A co-
trustee executing a delegation of powers as described shall incur
no liability or responsibility whatsoever for any loss or other
consequence to the trust estate that may result from any action or
inaction of the co-trustee during the period that the delegation of
authority is in effect.
B. My individual co-trustee shall have the absolute and
unrestricted right to remove my corporate co-trustee at any time
she or he shall determine and name another co-trustee, provided
that in the case of such removal, the successor trustee appointed
by the individual co-trustee shall be someone other than a related
or subordinate party of the individual co-trustee or beneficiaries
of the trusts. Related and subordinate party shall be defined as
set forth in Internal Revenue Code §672(c).
C. Any co-trustee may resign from the position of
trustee by executing a written resignation and delivering it: to the
other co-trustee, and the successor co-trustee. The date of
delivery of the resignation shall be the effective date of the
resignation. No court action or other proceeding shall be
necessary for the resignation of a co-trustee.
22
SNC\shc\davisgeo.uil
November 7, 1,996 ~ '
D. A person shall be disqualified from acting as a
trustee (1) if found by a court of competent jurisdiction to be
incapacitated; or (2) if, on receipt of a written request from an
adult beneficiary or a co-trustee or successor co-trustee: of the
trust fur a written certification from a qualified physician that
upon examination the physician finds the person mentally or
physically capable of properly handling his or her lousiness
affairs, the person. does not obtain a written certification within
thirty days after receipt of the request.
E. Every title, estate, right, authority and discretion
vested in or conferred on any initial co-trustee under this W ill
shall likewise become and be vested in and may be exercised by any
successar trustee.
F. No co-trustee who is a beneficiary hereunder shall
ever participate in (1) the exercise of, or decision not to
exercise., any discretion to pay income or principal to or to apply
income ar principal. for the benefit of, any beneficiary (including
discretion to allacate funds among a group of beneficiaries and
discretion to accumulate income), (2) the determination whether a
beneficiary is disabled, (3) the decision to terminate any trust
hereunder, (4) the exercise of discretion to allocate receipts or
expenses between principal and income, (5) decisions to exercise
tax options or (6) the selection of the property to be allocated to
the marital deduction trust.
23
SNC\shc\davisgeo.wil
November 7, 1996
SIXTEENTH: LIABILITY OF TRIISTEE AND EXECUTOR. My executor
and trustee shall not at any time be liable for mistake of law or
of fact, or both law and fact, or errors of judgment, nor :for any
loss coming to any beneficiary under this Will, or to any other
persons, except through actual fraud or willful misconduct on the
part of the executor. or trustee. My executor or trustee may, from
time to time, consult with counsel with respect to the meaning,
construction, and operation of this Will, particularly with respect
to the appointments,, allocations, and disbursements, and may act on
the advice of counsel in all matters without incurring liability on
account of his or her actions.
SEVENTEENTH: INTERPRETATION.
A. Terms. Throughout this Will I direct that the term
"give" shall be deemed to include the term "bequeath" or "devise"
when appropriate.
B. Bond Not Required. I direct that no executor,
trustee or other legal representative of my estate shall be
required to furnish any bond or other security in any jurisdiction.
C. Aill Not Contractual. My spouse and I are executing
Wills at approximately the same time, in which each of us is the
primary beneficiary of the Will of the other. These Wills are not
being executed pursuant to any contract to make a Will or any
contract, not to revoke a Will. The Will of each of us is revocable
at any time, whether before or after the death of the other spouse,
at the sole discretion of the spouse making the Will.
24
SHC\shc\davisgeo.uil - ,
November 7, 1.996 ,
D. Successors of Fiduciaries. All pronouns referring
to an executor or trustee and the terms "executor" and "trustee"
shall be construed to mean any person acting as my executor,
trustee, or administrator with will annexed, as the case may be.
E. Number and Gender. If required by the context of
this Will, singular language shall be construed as plural, plural
language shall be construed as singular, and the gender of :personal
pronouns shall be construed as either masculine, feminine, or
neuter.
F. Headings. All headings used in this Will to describe
the contents of each article, paragraph, or other division are
provided for convenience only and shall not be construed to be a
part of this Will.
G. Governing Law. This Will shall be construed in
conformity with the law of the Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of twenty-five (25)
typewritten pages, the first twenty-four (24) of which bear my
sig~ture in the margin for the purpose of identification, this
day of ~'~L~L~^t./ , 19 9 6 .
,~ l
GE RG DAVIS, estator
25
SHC\shc\davisgeo.uil
November 7, 1996
Signed, sealed, published and declared by the above-named
Testator„ GEORGE S. DAVIS, as and for his Last Will and Testament,
in the sight and presence of us, who, at his request, in his sight
and presence and in the sight and presence of each other, have
hereunto subscribed our names as witnesses.
~_ UtL/~Address ~ ~ 7~~-
,~ ~1
j ~' ' ~ ~~
-- ~~ - Address ~ ~ ~ l f 1 ~ G,.-.~,~ ,~~ .
~ ~~ fJ Address c~3,~1 71'la,~z j5~.~~~-~.
~ n~~zT ~ % ~i-I I ?D//
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND )
I, GEORGE. S. DAVIS, THE TESTATOR, WHOSE NAME IS SIGNED TO THE
FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW,
DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS
MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I
SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN
EXPRESSED.
SWORN OR AFFIRMED TO D ACKNOWLEDGED BEFORE ME BY GEORGE S.
DAVIS, THE TESTATOR THIS '` DAY ~~e~~ , 1996.
EORGE AV Testator
Notary
Notarial Seal
Deborah L. L3renneman, Notary Public
Camp hi ill Boro, Cumberland County
My Commission Cxpires June 1 E3, 1998
tv`,r~mka~;*r, Pennsylvarvaa Association of Notaries
26
SHC\shc\davisgeo.wil
November 7, 1996 ~ J
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND ) ~,
_ LC1 rn h~
WE, ~ c=c.~e_~~-e_ ~~. v~r~~~ AND ~~5c~,~ ~ _~-~ .4~~
THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT,
BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE
PRESENT AND SAW THE AFORESAID TESTATOR SIGN AND EXECUTE THE
INSTRUMENT AS HIS LAST WILL AND TESTAMENT; THAT HE SIGNED WILLINGLY
AND THAT HE EXECUTED IT AS HIS FREE AND VOLUNTARY ACT FOR THE
PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND
SIGHT OF THE TESTATOR SIGNED THE WILL AS WITNESSES; AND THAT TO THE
BEST OF OUR KNOWLEDGE THE TESTATOR WAS AT THE TIME EIGHTEEN (18) OR
MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE
INFLUENCE.
~~ SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS
DAY OF ~d~--~t~F~" , 1996.
• ~
Witn
___-----
Notarial Seal Public
Deborah L. Brenneman, Notary
Camp Hill Boro, Curves June 18,u 998
My Commission Exp
Member. Per+nsyhfania Association of Notaries
N tary Public e
FIRST CODICIL
OF
r Fin, `,- ~-
~, ~ . - ~ ,F_ Ot-
", ,_
GEORGE S. DAMS CLERK ~~:~
C~rRF'N;~N`` ;`;` ~_'RT
I, GEORGE S. DAMS, of New Cumberland, Pennsylvania, being o'f sound an~
disposing mind, memory and. understanding, do hereby make, publish and declare this my First
Codicil to my Last Will and "Testament dated November 9, 1996.
At Aa~ticle Fourth I wish to add a specific bequest as follows:
C. 1. In the event that I am predeceased by my wife, I bequeath the property
located at 325 Hummel Avenue, Lemoyne, Pennsylvania 17043 also
known as The Bricker House to my daughters JEANETTE D. MOUL
and BARBARA D. MUSSELMAN as tenants in common.
2. The net asset value as determined by appraisal at the date of my death shall
be credited against my daughters', JEANETTE D. MOUL and
BARBARA D. MUSSELMAN, share of the residuary estate.
IN WITNESS WHEREOF, I set my hand and s~ to this, my First Codicil to my Last
Will and Testament dated November 9, 1996, this Z 3 day of Z ~~ 2003.
,G
FOR . DAVI , T ator
Signed, sealed, published and declared by the above-named Testator, GEORGE S.
DAMS, as and for the First Codicil to his Last Will and Testament, in the sight and presence of
us, who, at his request in his sight and presence and in the sight and presence of each other, have
hereunto subscribed our names as witnesses.
~'% ~ .-
Address ?~3l ~2~~ ~~~~--
~~( ~ ~l
~ ~
Address ~~~'~ ~2- ~-°~ .
;.
COMMONWEALTH OF PENNSYLVANIA )
:SS:
COUNTY O:F G~-~ ~r/'~~~ ~
I, GEORGE S. DAVIS, THE TESTATOR, WHOSE NAME IS SIGNED TO THE
FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW,
DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT
AS THE FIRST CODICIL TO MY LAST WILL AND TESTAMENT; THAT I SIGNED IT
WILLINGLY; AND THAT l: SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE
PURPOSES THEREIN EXPRESSED.
SWORN OR AFFIRMED TO AND~CKNOWLEDGED BEFORE ME BY GEORGE
S. DAVIS, THE TESTATOR THIS ?J3 DAY OF J ~...A. , 2003.
~~
GEORG .DAVIS, TESTATOR.
OTAR IC
Naadal seal
COMMONWEALTH OF PENNSYLVANIA ~~ ~' ~ememen, ~' Public
~P ~ Boro, Gunbertand
SS: My Comte June ~82oos
COUNTY OF ~-~`' ~~'~`~ ) Me~nber,Pe~,t,~,~~
WE, . 0 AND ~1'G G G ~~-- .~~~~1/two v ,
THE WITNESSES OSE NAME ARE SIGNED TO THE FOREGOING INSTRUMENT,
BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT W1=; WERE
PRESENT AND SAW THE AFORESAID TESTATOR SIGN AND EXECUTE THE
INSTRUMENT AS THE FIRST CODICIL TO HIS LAST WILL AND TESTAMENT; THAT
HE SIGNED WILLINGLY AND THAT HE EXECUTED IT AS HIS FREE AND
VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH C>F US IN
THE HEARING AND SIGHT OF THE TESTATOR SIGNED THE CODICIL AS
WITNESSES; AND THAT 'CO THE BEST OF OUR KNOWLEDGE THE TESTATOR WAS
AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND ATfD
UNDER NO CONSTRAINT' OR UNDUE INFLUENCE.
SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS °~~ ~~
DAY OF _ v h ~ , 2003.
"` "
Witness
Witness
Notarial Seal
Deborah L Brenneman, Notary Public
camp H~7 Boro, Cumberland ~,
MY C«nrnission E~ireS Jule 18, 2006
Member. Pemsyivarse Assopay~ Of t~
~-
otary Public