HomeMy WebLinkAbout08-14-12J 1505611188
REV-1500 Excoz-„jjFn'
pennsytvania OFFICIAL USE ONLY
PA Dvpartrnent of Revenue °pA'Mf4'"'"'YO`°°
County Coda Yaar FileNumbar
Bureau oT Individual Taxes INHERITANCE TAX RETURN
Po sox zaoeo, 21 11 0 6 5 6
Harrisburg, PA 17,28-0801 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY
203 20 1871 05 19 2011 10 17 1927
Decedent's last Name Suffix Decedent's First Name MI
Slike Mary Jane
(If Applicable) Enter SuMving Spouse's Infomtatlon BNow
Spouse's Last Name Suffix Spouse's First Name MI
Slike William H
spouse's Social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
201 16 5218 REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O 1. Original Retum ~ 2. Supplemental Retum O 3. Remainder Retum (Date of Death
Prior to 12-13-82)
p a. Limited Estate O aa. Future Interest Compromise (date of o 5. Federal Estate Tax Retum Required
death after 12-12-82)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-81 and 1-1-95) (Attach Schedule O)
CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to:
Name Daytime Telephone Number
John E. Slike, Esquire 717 612 5800
REGIS1Fr$~WIL LS US~ILV
rrSS'SStt'~Z~~7733 _ a r~r
Fret Line of Address ~ ~~ '~ ~'
Saidis, Sullivan & Rogers t~~'``' ~"
~=;- r,
Second Line of Address ~~ ~`' Z "'~_7
635 North 12th Street, Suite 400 ~ N ~=
Gty or Post Office State ZIP Code DATE FILEDN
Lemoyne PA 17D43
Corresponaenrs a-mau address: jslikeCc~ssr-attornevs.com
Under penalties of perjury, I declare that I have examined this return, includingaccompanying ac hedulea and statements, and to the bestof my knowledgo and belief,
it ie true, correct and complete. Declaration of the preparer hor than personal reprecentative is based on all information of which preparer has any knowledge
SIGNATURE RSO RES LE FO IfJG URN
6/ ATE
L 1505611188
Side 1
15D5611188
W~
PLEASE USE ORIGINAL FORM ONLY
J
Rev-1500 EX (Fl)
1505611288
Decedern's Name: M a r^ y Jane S l i k e
RECAPITULATION
1. Real Estate (Schedule A) ......................................... 1.
2. Stocks and Bonds (Schedule B) .................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 3.
4. Mortgages and Notes Receivable (Schedule D) ......................... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5.
8. Joirnly Owned Property (Schedule F) O Separate Billing Requested . • .. • • s.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested ...... 7.
8. Total Gross Assets (total Lines 1 through 7) ............................ 8.
9. Funeral Exper>ses and Administrative Costs (Schedule H) .................. g,
10. Debts of Decedern, Mortgage Liabilities, and Liens (Schedule I) ............. 10.
11. Total Deductlons (total Lines a and 10) .............................. 11.
12. Net Value of Estate (Line 8 minus Line 11) ............................. 12.
13. Charitable and Govemmernal Bequests/Sec 8113 Trtsts 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.
Decedent's Social Security Number
203 20 1871
o•oo
2,469.00
0.00
0.00
0.00
0.00
0.00
2,469.00
440.08
0.00
440.08
2,028.92
0.00
2,028.92
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amourn of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
16. Amount of Line 14 taxable
at lineal rate X .045 2, 0 2 8. 9 2 16.
17. Amount of Line 14 taxable
at sibling rate X,12 0 • 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 1 g
19. TAX DUE .................................................... 18.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Slde 2
L, 1505611288 1505611288
0.00
91.30
o.oo
0.00
91.30
D
Rev-1500 EX (FI) Page 3
Decedent's Complete Address:
Flle Number
21 11 0656
D NAME
Ma Jane Slike
STREET ADDRESS
5225 Wilson Lane
CITY
Mechanicsbur STATE
PA ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Paymerns
A. Prior Paymerns 0.00
B. Discourn 0.00
(1> 91 30
Total Credits (A+ B) (2) O,OQ
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
FIII In oval on Paps 2, Line 20 to roqueat a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 91.30
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 ............... . ^
c. retain a reversionary interest ................................................... ^
d. receive the promise for life of either payments, benefits or care? ......................... . . ^
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year
of death without receiving adequate consideration? .......................................
3. Did decedent own an intrust for' orpayable-upon-death bank account or security at his or her death? .. ^
4. Did decedent own an individual retirement accourn, annuity or other non-probate property,
which contains a beneficiary designation7 .............................................
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, 1984 and before Jan. 1, 1985, 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. Sect. 911s(a)(1.1)(i)].
For dates of death on or after Jan. 1, t 895, 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. Sect. 8116(a)(1.1)(li)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requiremerns 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. Sect. 9116(9)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedern's lineal beneficiaries is 4.5 percent, except as noted in
[72 P.S. sect. 911s(a)(1p.
• The tax rata imposed on the net value of transfers to or for the use of the decedern's siblings is 12 percent [72 P.S. Sect. 9116(a)(1.3)]. A sibling
is defined, under Section 9102, as an individual who has at least one parern in common with the decedent, whether by blood or adoption.
REV -1503 EX+iB-88)
SCHEDULE B
COM NHERTANCETAXRETURNANIA STOCKS & BONDS
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Mary Jane Slike 21 11 0656
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(10-OB)
~`' Pennsylvania SCHEpULE H
~FVAH IMF.Ni OF Wk V6`N6R
FUNERAL EXPENSES AND
INHERITANCETAX RETURN ADMINISTRATIVE COSTS
RESIDENTDECEDENT
tasTnre vF FILE NUMBER
Mary Jane Slike 21 11 0656
DeesdsnYa debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Represernffiive Commissions:
Name(s) of Personal Represernffiive(s)
Street Address
City Stffie _ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedern's address is not the same as claimarn's, attach explanation.)
paimarn
Street Address
atY Stffie Zip
Relationship of gaimarn to Decedent
4. Probffie Fees:
5. Accountant Fees:
6. Tax Return Preparer Fees:
7 Register of Wills, filing fees
8 Saidis, Sullivan & Rogers, out of pocket expenses
9 Merrill Lynch, fee
30.00
285.08
125.00
TOTAL (Also enter on Line 9, Recapitulation) 440.08
REV-1813 EXa(O1-10)
,~~ ~, pennsylvania
171'.VAgiMkNf OF NEV£NtiE SCHEDULE J
INHERITANCE TAX RETURN BE~vEFiciaRiEs
RESIDENTDECEDENT
EsrATE OF: FILE NUMBER:
Mary Jane Slike „ „ ~~~~
NUMBE
NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELA110NSHIP TO DECEDENT
DO Not Ust Tru s vAMOUNT OR SHARE
OF ESTATE
i TAXABLE DISTRIBUTIONS [Include outright spousal distributions
and
,
transfers under Sec. 9116(a)(1.2).]
Stephen M. Slike Son 676.30
86 Richland Lane
Camp Hill, PA 17011
Jeffrey S. Slike Son 676.31
231 Sierra Street #7
EI Segundo, CA 90245
Kathryn A. Dunst Daughter 676.31
5100 Via Dolce #201
Marina del Ray , CA 90292
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 1e OF REV-1500 COVER SH EET, AS APPROPRIATE.
I= NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELEC170N TO TAX IS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
It more space is needed, use additional sheets of paper of the same size.
CODICIL TO
THE LAST WILL AND TESTAMENT
OF
MARY JANE SLIKE
I, Mary Jane Slike of the Borough of Camp Hill, Cumberland
SAIDIS,
SHUFF &
MASLAND
ATTOANEYS•AT•UW
2]09 Market Street
Camp Hill, PA
County, Pennsylvania, declare this to be the sole codicil to my
Last viii and Testament dated January 23, 1995.
I - I direct that my funeral services be private with
only members of my family in attendance and I confirm prior
directions donating the organs of my body.
II - I amend paragraph XVI to provide that my son,
Stephen M. Slike and my brother-in-law, John E. Slike shall be
co-executors of my last will and testament. Should either or
both of them fail to qualify or cease to act as such then I
appoint my daughter, Kathryn Foreman as substitute co-executrix
or executrix as the case may be.
In all other respects I hereby ratify, confirm and
republish my Last Will and Testament dated January 23, 1995
together with this sole codicil as and for my Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the ..~ ~ day of 2000.
- ~ -
s' C' . ~~ ( SEAL )
Mar ne S ike
Signed, published and declared on the date thereof by the above-
named testatrix as and for the sole codicil to her Last Will
dated January 23, 1995 in the presence of us, who at her request,
in her presence, and in the presence of each other, have hereunto
subscri.kS~ed our names as witnesses hereto.
Name Add ess'
SAIDIS,
SHUFF &
MASLAND
ATTORNEYS•AT•LAW
2]09 Markel Street
Camp H111, PA
~~ ~~,
Name
a / '
Addressi
COMMONWEALTH OF PENNSYLVANIA }
SAIDIS,
SNUFF &
MASLAND
ATTORNEYS•AT•I.AW
2109 Market Street
Camy Hill, PA
COUNTY OF CUMBERLAND
WE, the undersigned, the testatrix and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the testatrix signed and executed the instrument
as her Codicil to her Last Will and Testament and that she signed
willingly (or willingly directed another to sign for her), and
that she executed it as her free will and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix signed the codicil as
witnesses and that to the best of their knowledge the testatrix
was at that time eighteen years of age or older, of sound mind,
and under no constrain or undue influence.
Subscribed, sworn to and acknowledged before me by the
testatrix, and subscribed and swo~m to before me by both
witnesses, this ~~- day of ( _ ~ ~ 2000.
~~ ' ~ Y l(
,% of a Pub .' c
Shelby L. Yingl ng, Neotary Public
My ComHmiisB on ExpineseApc 26 2004
Member, Pennrsylvania aseodation of Nrnaries
r
Wi ness
LAST WILL AND TESTAMENT
OF
MARY JANE SLIKE
I, MARY JANE SLIKE, of the Borough of Camp Hill, Cumberland
County, Pennsylvania, hereby revoke my prior wills and declare
this to be my will:
GIFTS
I. Personal and Household Effects: I give. all my
articles of personal or household use, including automobiles,
together with all insurance relating thereto, to my husband,
William H. Slike. Should my said husband fail to survive me,
then I direct that my automobiles be sold and the proceeds added
to the residue of my estate, and that my articles of personal
property and household goods be divided among my children,
Jeffrey S. Slike, Stephen M. Slike, and Kathryn Foreman, or their
issue per stirpes, to be divided among them as they may agree or,
in the absence of agreement, as my executor may think appro-
priate.
My executor may make whatever arrangements my executor
SAIDIS, GUIDO,
SNUFF &
MASLAND
2709 Markel Street
Camp Hill, PA
deems appropriate for storing and delivering articles of personal
or household use to the beneficiaries, and may pay the cost
thereof and any related expenses including insurance from my
residuary estate.
II. Residue: Upon my death, I direct that all the
rest, residue and remainder of my estate of whatever nature and
wherever situate be distributed as follows:
Page 1
A. Unified Credit Trust: My executor shall pay
to the trustee hereinafter named an amount equal to the balance
of the dollar amount not taxed in my estate due to the applica-
tion of the Unified Credit for Federal Estate Tax Purposes (the
exemption equivalent), after taking into account the value for
federal estate tax purposes of_ other transfers of mine, either
during my lifetime or at death which utilize or which will
utilize a portion of my unified credit against federal gift and
estate taxes, IN TRUST, nevertheless, to be held, administered
and disposed of in accordance with the provisions of Paragraph
III hereof.
B. Qualified Terminable Interest Proyerty Trust:
My executor shall place in a separate trust such of the
SAIDIS, GUIDO,
SIiUFF &
MASLAND
2109 Market Street
Camp Hill, PA
trust assets as shall not have been distributed pursuant to the
preceding subparagraph A. with the trustee hereinafter named, IN
TRUST, nevertheless, to be held, administered and disposed of in
accordance with the provisions of Paragraph IV hereof. My
executors shall have the right to elect on the federal estate tax
return prepared on behalf of my estate to have a portion or all
of the property distributed pursuant to this subparagraph B.
treated as "qualified terminable interest property" in order to
qualify such portion or all of the property for the marital ~
deduction for federal estate tax purposes, which election shall
be binding and conclusive upon the trustee. If my executors
'~
Page 2
elect to have a portion or all of such assets so qualify, such
elected assets may at the discretion of the trustee and so long
as the election to qualify such assets for the federal estate tax
marital deduction is not jeopardized, (i) be held and adminis-
tered by the trustee as a separate trust estate with the balance,
if any, of the assets which are governed by this subparagraph B.
also held and administered as a separate trust estate, or (ii) be
held and maintained by the trustee with the non-elected assets as
one trust estate. In either case, any such trust or trusts shall
be held, administered and disposed of in accordance with the
provisions of Paragraph IV hereof.
UNIFIED CREDIT TRUST
III. The trustee shall have, hold, manage, invest and
reinvest the assets of the Unified Credit Trust, collect the
income and:
A_. If my husband, William H. Slike, survives me,
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Markel Street
Camp Hill, PA
then beginning at my death, the trustee shall pay over to my
husband during his lifetime the net income of the trust in
quarterly installments and such portions of the principal as, in
the sole discretion of the trustee, shall be necessary for his
maintenance, support, medical and nursing care, taking into
consideration any other means readily available for such pur-
poses, and to provide the standard of care which he was enjoying
prior to my death.
~~-- -'~
Page 3
B. After my husband's death (or mine if I sureive
him) the then remaining principal and any undistributed income
shall be divided into three equal shares and distributed to my
children, Jeffrey S. Slike, Stephen M. Slike and Kathryn Foreman,
the share of a deceased child to be paid to his or her issue per
Stl.rpes .
QUALIFIED TERMINABLE INTEREST PROPERTY TRUST tOTIP)
IV. QTIP Trust: The trustee shal 1 have, hold, manage,
invest and reinvest the assets of the QTIP Trust, collect the
income and:
A. If my husband, William H. Slike, survives me,
SAIDIS, GUIDO,
SIIUFF &
MASLAND
2109 Market Street
Camp Hill, PA
then beginning at my death, the trustee shal 1 pay over to my
husband during his lifetime the net income of the trust in
quarterly installments and such portions of the principal as, in
the sole discretion of the trustee, shall be necessary for his
maintenance, support, medical and nursing care, taking into
consideration any other means readily available for such purpos-
es, and to provide the standard of care which he was enjoying
prior to my death.
B. After my husband's death (or mine if I survive
her) the then remaining principal and any undistributed income
shall be divided equally and distributed to my children, Jeffrey
S. Slike, Stephen M. Slike, and Kathryn Foreman, the share of a
deceased child to be paid to his or her issue per stirpes.
--'~ --
Page 4
V. Disclaimer: I remind my husband (or his personal
representative, guardian or agent acting under a power of attor-
ney) that she may disclaim any part or all of the gifts to him
hereunder, and it may be desirable for him to disclaim all or
part of my residuary estate, including the provisions for him in
the trusts set forth in Paragraphs III and IV. In such event,
the amounts which would be payable to him or to the trusts
created herein shall be divided equally and distributed to among
my children, Jeffrey S. Slike, Stephen M. Slike and Kathryn
Foreman, the share of a deceased child to be paid to his or her
issue per stirpes.
VI. Power of Appointment: No provision of this will
shall exercise any power of appointment I may have.
VII. Adopted Persons: Persons adopted during minority
shall be considered as children of their adoptive parents, and
they and their descendants shall be considered as descendants of
their adoptive parents.
TAX PROVISIONS
SAIDIS, GUIDO,
SNUFF &
MASLAND
21 D9 Market Street
Camp Hill, PA
VIII. Death Taxes: All federal, state and other death
tar>es payable because of my death on the property forming my
gross estate for tax purposes, whether or not it passes under
this will, shall be paid out of the principal of my probate
~r_ ~ Page 5
estate so that the burden thereof falls on my residuary estate
(or, to the extent my residuary estate is insufficient, from the
portion of the marital deduction trust which my executor elects
not to qualify for the marital deduction), and none of those
taxes shall be charged against the portion of the trust which my
executor elects to qualify for the marital deduction, to any
beneficiary or any outside fund. This provision shall not apply
to generation-skipping transfer taxes.
IX. Tax Options: I direct my executors to exercise
any options available in determining and paying death taxes in my
estate in such a way as reasonably may be expected to achieve the
greatest overall tax savings for my family, without regard to any
effect upon the size of the marital deduction trust and without
requiring adjustments between income and principal.
ADMINISTRATIVE PROVISIONS
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
X. Grandchildren's Trust: If any income or principal
of my estate or the trusts created herein is payable to a grand-
child of mine, it shall be retained by my trustee in a separate
trust for that grandchild and thereafter:
A. As much of the income and principal of that
trust as my trustee may from time to time think desirable for the
beneficiary either shall be paid to him or her or shall be
ap~pl"ie~d f,~or his or her benefit;
-~ Page 6
B. Any income not so distributed shall be added
to principal; and
C. As my grandchild attains the age of 25, he or
she shall have the right to withdraw one-third of the principal
balance of the trust; as said grandchild attains the age of 30,
he or she shall have the right to withdraw one-half of the
principal balance of the trust; and as said grandchild attains
the age of 35, he or she shall have the right to withdraw the
remaining balance of the trust. Such rights of withdrawal may be
exercised at any time or from time to time after the right
accrues. If any said grandchild shall have attained any such
respective age or ages at the time when such shares are directed
to be set apart or at the time when any addition is made thereto,
such grandchild shall then have the right to withdraw such part
or parts or all, as the case may be, of such share as is given to
such grandchild upon attaining such respective age.
D. If any grandchild for whose benefit the
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
trustee holds a separate trust dies before distribution of the
entire share held for the benefit of said grandchild, the princi-
pal and any accumulated and undistributed income of the share
shall then be distributed to the grandchild's issue. Should any
grandchild die and have no issue surviving, including afterborn
issue, then the remaining principal and accumulated and undis-
tributed income of the share shall be distributed to my other
child or her issue, as the case may be, and held and managed in
accordance with the terms and conditions of this trust.
'r~~.~
;~
Page 7
XI. Early Termination of Trusts: If my trustee, in my
trustee's sole discretion, determines that it is desirable to do
SAIDIS, GUIDO,
SHUFF &
MASLAND
2]09 Market Street
Camp Hill, PA
so, my trustee may, without further responsibility, terminate any
trust for a grandchild or his or her issue under the preceding
articles. This may be done by paying the then-remaining princi-
pal and income of that trust to the benefici ary or to his or her
', parent or guardian or, in the case of a minor, by paying it to a
custodian for the minor selected and appointed by my trustee or
by depositing it in an interest bearing account in the minor's
name, payable to him or her at majority.
XII. Rights in Income: Each trust hereunder shall be
entitled to a proportionate share of income accruing from the
event as of which it is to be set apart (for example, the date of
my death in the case of the marital deduction trust), and,
pending actual division, distributions of income and principal
may be made directly to a trust or, subject to the terms thereof,
to the beneficiaries of the trust. Except in the case of the
marital deduction trust, all income undistributed at a benefic-
iary's death shall be treated as if it had accrued thereafter.
principal hereunder. No person having a claim against a benefi-
ciary may reach any such interest before actual payment to the
beneficiary.
XIII. Protective Provision: No beneficiary may sell,
give or otherwise transfer his or her interest in income or
~~.
Page 8
XIV. Management Provisions:
and my trustee:
2 authorize my executors
A. To retain any investments I own at my death
and to invest in all forms of real and personal property, without
being confined to investments authorized by a statutory list,
without being required to diversify and regardless of any princi-
ple of law limiting delegation of investment responsibility by
executors or trustees;
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
B. To compromise claims and to abandon any
property which, in my executors' or my trustee's opinion, is of
little or no value;
C. To sell at public or private sale, to exchange
or to lease for any period of time, any real or personal proper-
ty, and to give options for sales or leases;
D. To join in any merger, reorganization, voting-
trust plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
E. To borrow from anyone, even if the lender is
an executor or trustee hereunder, and to pledge property as
security for repayment of the funds borrowed;
F. To make loans to, and to buy property from, my
wife's executor or administrator;
G. To employ and to rely upon advice given by
investment counsel, to delegate discretionary authority to make
changes in investments to investment counsel, and to pay invest-
ment counsel reasonable compensation in addition to any fees
otherwise payable to my executor and my trustee;
H. To employ a custodian, to hold property
unregistered or in the name of a nominee (including the nominee
of any institution employed as custodian), and to pay reasonable
compensation to the custodian in addition to any fees otherwise
payable to my executor and my trustee;
I. To hold two or more trusts hereunder as a
combined fund (allocating ratably to such trusts all receipts
from, and expenses of, the combined fund) for convenience in
investment and administration; provided that any combination of
trusts for this purpose shall not alter their status as separate
trusts; and
Page 9
J. To distribute in cash or in kind.
K. To renew or extend the time for payment of any
obligation, secured or unsecured, payable t o or by them as
fiduciaries for as long a period or periods of time and on such
terms as they may determine and to adjust, s ettle and arbitrate
claims or demands in favor or against them.
L. To exercise all elections which they may have
with respect to income, gift, estate, inheritance and other
taxes, including without limitation, execution of joint income
tax returr_s, election to deduct expenses iri computing one tax or
another, election to split gifts and election to pay or to defer
payment of any tax in all events without their being bound to
require contribution from any other person.
These authorities shall extend to all property at any time held
by my executor or my trustee and shall continue in full force
until the actual distribution of all such property, except as
otherwise specifically stated. All powers, authorities, and
discretion granted by this will shall be in addition to those
granted by law and shall be exercisable without court authoriza-
tion.
%V. Executor or Trustee in Investment Business: The
SAIDIS, GUIDO,
SNUFF &
MASLAND
2109 Matket Street
Camp Hill, PA
fact that an executor or trustee is active in the investment
business shall not be deemed to be a conflict of interest, and
purchases and sales of investments may be made through any firm
of which he is a partner, shareholder, associate or employee.
FIDUCIARIES
XVI. Executors and Trustees: I appoint my husband,
William H. Slike, Executors of this, my Last Will and Testament.
Page 10
Should he fail to qualify or cease to act as such, then I appoint
my husband's brother, John E. Slike, in this capacity. Should he
fail to qualify or cease to act as such, then I appoint Dauphin
Deposit Bank and Trust Company as my executor.
I appoint Dauphin Deposit Bank and Trust Company as
trustee of any trusts created herein.
None of my personal representatives or my trustee shall
be required to post bond in this or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the ~ 3 ~ day of i ~ ,.~,~, , 1995.
:'
i
/ I~ QS'c..~-r' ~<T ~n s .t ~t .l~ c! 1 ( SEAL )
Mary J ne Slike
In our presence the above-named testator signed this and declared
it to be her will, and now at her request, in her presence, and
in the presence of each other, we sign as witnesses:
SAIDIS, GUIDO,
SNUFF &
MASLAND
2109 Mazket Street
Camp Hill, PA
I~~yy~' ~ / ~ ~
k%LGti,I J I.
Address r
~~~t ~ ~~
Address
Page 11
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
SAIDIS, GUIDO,
SNUFF &
MASLAND
2109 Market Street
Catnp Hill, PA
N tary Public
hJ0'iARIAI SEAL
THELMA S. MCCA.JSLIN, Notary Public
Camp Hiil, Cumberland Courtly
My Commi~sioo Expires July 3,1996
WE, the undersigned, the testatrix and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the testatrix signed and executed the
instrument as her Last Vdill and Testament and that she signed
willingly (or willingly directed another to sign for her), and
that she executed it as her free will and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix signed the will as
witnesses and that to the best of their knowledge the testatrix
was at that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by the
testatrix, and subscribed and swo~ to before me by both wit-
nesses, this .Z.,3~° day of ~ .mac- , 1995.
statrix
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF MARY JANE SLIKE : NO.
DECEASED
DISCLAIMER
I, William H. Slike, spouse of Mary Jane Slike, who died May 19, 2011, and who has
been named as a beneficiary under her Last Will and Testament dated January 23, 1995, and who
may have been named as a benficiary under a third party beneficiary contract or by other means,
do hereby disclaim all and any interest that I may have acquired under the Will or other
documents.
~~
IN WITNESS WHEREOF, I have set my hand and seal on this the ~~ day of
~G-t,__ , 2011.
WITNESS:
William H. Slike a/k/a
William H. Slike II
Km~rvun !/3U/2D12 10;43:39 AM PAGE 3/003 Fax Server
~ _ .~..
tifi~: .••+.iu:iua AMERICAN STOCK
iiY'~~"t5i~rpo~~g~ ~~ A Traveler & Treat Company. LLC
MAi~Y 1ANL SI.iKL
5~1 BRIDGEVIEWDR
T.RMOVNF., PA 17043-1 SRO
Re: MARY 7.ANF, S1,TKR
Company: MICROSOFT CORPORATION
Account: 40000 - 9000143455
To Whom 1t May Concern:
Peck Slip Station
T.C). Box 23t'i2
New Y"ockNY tU272-2362
tiVU'W. a.InStnG)<. C(11Y1
lIlStl~L~,Cin1S000 t;.CUm
csoo> 2ss-7772
.iuly 30, 2012
As of'_vloaday, 3uly 30, 201, the open holdings in MICROSOFT CORPORATIOt~a account number
9000743455 az~e:
:erti5cates:
Certificate Number Issuance Date Amount
Total Shares 0
f you. are not in possession of any of the aforementioned certificates, notify us immediately in
writing lu the address above aun: Loll Securities. Please include the cerlilicale number Thal
requires replacement.
RAntr Hal.i CA9rae la lnn lrnnwr ~c ilDfi C{.~rncl
DRS Number Issuance Date Amount
BK*0018355 07/17!2008 100
Total Shares l00
nla•i1~Pnrl Rainvnntm not nr ilirnn} .C}nnlr Pnwnhnen ~'i.ornc
Transaction Date Share Amount
Total Shares ~ 0
('Total Market Value: ~ As of 07l27/20t2 _ T 52,976~U0
Share prices are as of close of business the business day preceding this letter and are provided by a Hurd
party. AST does not guarantee the accuracy of such int'om'tation and neither AST nor its provider will be
liable for any informational errors, or for any actions taken in reliance on such prices.
Sincerely,
American Stock Transfer Lt Trull Cumpany, LLC
Customer Service
--~
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