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REV-1500 EX (02-11) (FI) 1505611185 OFFIr_.LAS UsE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO o BOX zeoso~ 21 12 0706
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYW
203-68-7737 06062012 01211988
Decedent's Last Name Suffix Decedent's First Name M I
MISTRETTA, IV PHILIP
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M I
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
1. Original Return 2. Supplemental Return ❑ 3. Remainder Return (Date of Death
Prior to 12-13-82)
❑ 4. Limited Estate ❑ 4a. Future Interest Compromise (date of ❑ 5. Federal Estate Tax Return Required
death after 12-12-82)
❑ 6. Decedent Died Testate F__1 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) gg-~----`~~ (Attach Copy of Trust.)
❑ 9. Litigation Proceeds Received t 10. Spousal Poverty Credit (Date of Death ❑ 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach' Schedule 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUIrp ~E DIRECTED TO:
Name Daytime T6phone NUmb~ SCI
= M
JOHN D. SHERIDAN, ESQ. 717-&4%-917R--D ~ ~
R RS=_ MNIL E O
D r r n III
> C17 r a
First Line of Address
SUITE 201 c-> ° -l
c~ G I._., . a
Second Line of Address
2080 LINGLESTOWN RD. -Cn
City or Post Office State ZIP Code DATE FILED
HARRSISBURG PA 17110
Correspondent's e-mail address: JSHERIDAN@SSBC-LAW • COM
Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of_preparer other than the personal representative is based on all information of which preparer has any knowledge.
51 URE OF PERS RESP NSIBLE OR FILING RETURN DATE
//-oZ -ice
ADD SS
17 ORT MEADOW DRIV MECHANICSBURG, PA 17055
SI U , E OF SPARER ER THANREPJASENTATIVK DATE
A SS
0 0 LINGLESTOWN RD-, SUITE 201 HARRISBURG, PA 17110
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505611185 OM46473.000 1505611185 r
1
Estate of PHILIP MISTRETTA, IV 203-68-7737
Executors (Page 1)
Name NADINE SMITH
Address 1781 NORTH MEADOW DRIVE
MECHANICSBURG, PA 17055-
Tax ID 204-46-3080
J 1505611285
REV-1500 EX (F 1)
Decedent's Social Security Number
203-68-7737
Decedent's Name: MISTRETTA, IV PHILIP
RECAPITULATION
1. Real Estate (Schedule A) . . . . . . . . . . . . . • • • . . • • • • • • • • • • 1. 0.00
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . 2. 16-,000.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , . . . . 3. 0 • 00
4. Mortgages and Notes Receivable (Schedule D) , , , , , , , , , , , , , , , , , 4. 0 . 00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) , , , , , 5. 311429 • 00
6. Jointly Owned Property (Schedule F) F-1 Separate Billing Requested , , , . 6. 121837 • 00
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested . . . . 7. 4 , 12 9 - 00
8. Total Gross Assets (total Lines 1 through 7) . . . . . . . . . 8, 6 4 , 3 9 5 - 00
9. Funeral Expenses and Administrative Costs (Schedule H) . . . . . . . . . . . . . 9. 9 , 8 0 3 - 00
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) , , , , , , , , , 10. 0 • 00
11. Total Deductions (total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . 11. 9 , 8 0 3 - 00
12. Net Value of Estate (Line 8 minus Line 11) , , , , , , , , , , , , 12. 5 4 , 5 9 2 - 00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . 13. 0 • 00
14. Net Value Subject to Tax (Line 12 minus Line 13) , , , , , , , , , , . . . 14. 5 4 , 5 9 2 • 00
TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers unAer Sec. 9116
(a)(1.2) X .0 - 0.00 15. 0.00
16. Amount of Line 14 t xable
at lineal rate X.049 541592.00 16. 21457.00
17. Amount of Line 14 taxable
at sibling rate X .12 0.00 17 0.00
18. Amount of Line 14 taxable
at collateral rate X .15 0.00 18. 0.00
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 21457.00
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505611285 1505611285
CM4648 3.000
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address: 21 12 0706
DECEDENTS NAME
MISTR TTA, V PHILIP
STREETADDRESS
17AI, NORTH MEADOW DRIVE
CUMBERLAND
CITY STATE ZIP
MECHANICSBURG PA 17055-
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 2,457-00
2. Credits/Payments
A. Prior Payments 211-100-00
B. Discount 120-00
21520-00
Total Credits ( A + B ) (2)
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4) 6 3 • 0 0
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
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 . . . . . . . . . . . . . . . . . . . . . . . . ~ 0
b. retain the right to designate who shall use the property transferred or its income . . . . . . . . .
c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . El 11
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? . . . . . . . . . . . . . . . . . . . . . . . . 1:1 E91
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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) (1)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(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.
OM4671 2.000
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PHILIP MISTRETTA IV 21 12 0706
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.292.896 Shares
PPL CORPORATION COMMON STOCK 8,028
2 729.843 Shares
LORD ABBETT ACCOUNT ENDING IN 7343 7,890
3 25 Par
SERIES EE SAVINGS BOND (NO. 4 ON ATTACHED
INVENTORY REPORT) 82
TOTAL (Also enter on line 2, Recapitulation) $ 16 , 000
3W4696 1.000 (If more space is needed, insert additional sheets of the same size)
REV-1508 EX- (11-10)
Pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC.
TURN
INHERITANCE TAX
R PERSONAL PROPERTY
RESIDENT T DEC DECEDDENTENT
RESID
ESTATE OF: FILE NUMBER:
PHILIP MISTRETTA IV 21 12 0706
Include the proceeds of litigation and the date the proceeds were received by the estate.
All ro ert jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. AMERICAN FUNDS ACCOUNT #64444304 26,279
Various Mutual Funds)
2 Household Personal Property 150
(The decedent had minimal personal property
which did not warrant the cost of an
appraisal. The items were an old desk,
books, hand crafted computer, futon, I-pod
and clothing)
3 2001 TOYOTA TACOMA 5,000
(SALE PRICE)
TOTAL (Also enter on line 5, Recapitulation) $ 31,429
O W46AD 2.000 If more space is needed, use additional sheets of paper of the same size.
'REV-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN JOINTLY OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
PHILIP MISTRETTA IV 21 12 0706
If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule a
SURVfVM JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A MISTRETTA, III, PHILIP 24 DAISY LANE, NORTH CHILI,
NY 14514 Father
B SMITH, NADINE 1781 NORTH MEADOW DRIVE,
MECHANICSBURG, PA 17055 Mother
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAM= OF FINANCIAL INSTITUTICN AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUEOF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUEOFASSET INTEREST DECEDENTS INTEREST
1 B 5/11/2006 MEMBERS 1ST FCU
SAVINGS ACCOUNT
#285260-00 22,689 50.0000 11,345
2 B 5/11/200 MEMBERS 1ST FCU
CHECKING ACCOUNT
#285260-11 2,336 50.0000 1,168
3 B 2/25/1988 25 Par
SERIES EE SAVINGS
BOND (NO 6 ON
ATTACHED INVENTORY
REPORT) 82 50.0000 41
4 B 1/13/198 25 Par
SERIES EE SAVINGS
BONDS
(NO 1 ON ATTACHED
INVENTORY REPORT) 79 51.0000 40
5 B 3/4/1988 25 Par
SERIES EE SAVINGS
BOND (NO 3 ON
ATTACHED INVENTORY
REPORT) 82 50.0000 41
To al from c ntinuation schedules . . . 202
TOTAL (Also enter on Line 6, Recapitulation) $ 12 , 837
9w46AE 2.000 If more space is needed, use additional sheets of paper of the same size.
Estate of: PHILIP MISTRETTA, IV 21 12 0706
Schedule F Part 2 (Page 2)
Item Joint DOD Value of Perc DOD Value of
No. Cot. Date Description Asset Int. Interest
6 A 2/27/1988 25 Par
SERIES EE SAVINGS
BOND (NO 5 ON
ATTACHED INVENTORY
REPORT) 82 50.0000 41
7 B 2/3/1989 50 Par
SERIES EE SAVINGS
BOND (NO 10 ON
ATTACHED INVENTORY
REPORT) 157 50.0000 79
8 A 5/20/1988 50 Par
SERIES EE SAVINGS
BOND (NO 31 ON
ATTACHED INVENTORY
REPORT) 164 50.0000 82
Total (Carry forward to main schedule) 202
REV-1510 EX+(08-09) SCHEDULE G
pennsylvania
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PHILIP MISTRETTA IV 21 12 0706
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY u EXCLUSION TAXABLE
ITEM NCLLDETFENAME OFTHETRANSFEREE, THEIR RELATIONSHIP TODECEDENT AND DATE OF DEATH /o OFDECUS
NUMBE THE DATE OFTRANSFER ATTACH ACOPY OFTHEDEED FORREAL ESTATE. VALUE OF ASSET INTEREST IFAPPLICABLE VALUE
1. AMERICAN FUNDS IRA
ACCOUNT #84532399 20,453 100.0000 20,453 0
(Decedent's IRA Account
is non-taxable as he was
under 59 1/2 years of
age)
2 US SAVINGS BONDS 41129 100.0000 0 4,129
(ALL REMAINING BONDS
LISTED ON INVENTORY
REPORT WERE PAYABLE UPON
DEATH TO MOTHER NADINE
SMITH, PREVIOUSLY KNOWN
AS NADINE MISTRETTA)
TOTAL (Also enter on line 7, Recapitulation) $ 4,129
If more space is needed, use additional sheets of paper of the same size.
9W46AF 2.000
REV-1511 EX- (10-09)
SCHEDULE H
pennsylvania
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PHILIP MISTRETTA IV 21 12 0706
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Malpezzi Funeral Home 5,059
Total from continuation schedules . . . . . . . . . 601
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2. Attorney Fees: 3,500
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 154
5. Accountant Fees:
6. Tax Return Preparer Fees:
7.
1 Cumberland Law Journal
(Estate Advertisement) 75
2 The Sentinel
(Estate Advertisement) 83
Total from continuation schedules . . . . . . . . . 331
TOTAL (Also enter on Line 9, Recapitulation) $ 9,803
9w46AC 2.000 If more space is needed, use additional sheets of paper of the same size.
Estate of: PHILIP MISTRETTA, IV 21 12 0706
Schedule H Part 1 (Page 2)
Item
No. Description Amount
2 Vissagio's Ristorante
(Funeral Luncheon/Dinner) 601
Total (Carry forward to main schedule) 601
Estate of: PHILIP MISTRETTA, IV 21 12 0706
Schedule H Part 7 (Page 2)
3 Nadine Smith
(Executor Costs to include: mileage,
postage, fax, key duplication costs) 121
4 Donegal Insurance Group
(Vehicle Insurance) 195
5 Register of Wills 15
Total (Carry forward to main schedule) 331
REV-1513 EX+(01-10) SCHEDULE J
pennsylvania
DEPARTMENTOF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
PHILIP MISTRETTA IV 21 12 0706
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1. PHILIP MISTRETTA, III
24 DAISY LANE
NORTH CHILI, NY 14514
25 Par
SERIES EE SAVINGS BOND (NO 5
ON ATTACHED INVENTORY
REPORT)
Inventory Value: 41
50 Par
SERIES EE SAVINGS BOND (NO
31 ON ATTACHED INVENTORY
REPORT)
Inventory Value: 82 Father 123
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.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0
9W46AI 2.000 If more space is needed, use additional sheets of paper of the same size.
Estate of: PHILIP MISTRETTA, IV 21 12 0706
Schedule J Part 1 (Page 2)
Item
No. Description Relation Amount
2 NADINE SMITH
1781 NORTH MEADOW DRIVE
MECHANICSBURG, PA 17055
All of Residue: 54,469 Mother 54,469
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REGISTER OF WILLS Certificate of Grant of Letters
CUMBERLAND COUNTY, PENNSYLVANIA
i
No. 21-12-0706 PA No. 21-12-0706
x ESTATE OF Philip Mistretta IV
a/k/a: Philip C. Mistretta
Late Of. Mechanicsburg Borough, Cumberland County, Deceased
Social Security No. 203-68-7737
WHEREAS, on the 25th day of June, 2012, the instrument dated
September 8, 2006, was admitted to probate as the Last Will of Philip Mistretta IV, late
of Mechanicsburg Borough, who died on the 6th day of June, 2012, and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, Glenda Farrier Strasbaugh, Register of Wills in and for the County of
Cumberland, in the Commonwealth of Pennsylvania, hereby certify that I have this day
granted Letters Testamentary to Nadine Smith, AKA Nadine Craver who has duly
qualified as Executrix and has agreed to administer the estate according to law, all of
which fully appears of record in my office at Carlisle, Pennsylvania.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office
the 25th day of June, 2012.
s
gist of i s
Deputy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
-L.
LAST WILL AND TESTAMENT KNOW ALL MEN BY THESE PRESENTS, that I, PHILIP MISTRETTP;-IV curreittby
krresiding in Mechanicsburg, Cumberland County, Commonwealth of Pennsylvania, being in good
health and of sound and disposing memory do hereby make, declare and publish this as my Last
Will and Testament, hereby revoking all former Wills and Codicils heretofore made by me.
FIRST: I direct that all of my debts not barred by the statute of limitations,
expenses of my last illness, funeral expenses, costs of administration and claims allowed in the
administration of my estate shall be paid by my Executor hereinafter named, from my estate as
soon after my decease as shall be found convenient.
SECOND: I bequeath my automobiles, household and personal effects and other
tangible personalty of like nature (not including cash or securities), together with any existing
insurance thereon, to my mother, NADINE CRAVER. In the event that NADINE CRAVER
should predecease me, I give, devise and bequeath my tangible personalty to ELLEN SMITH
NEBRE.
THIRD: I give, devise and bequeath the rest, residue and remainder of my estate,
whether real, personal or mixed, and of any nature whatsoever and wherever situate, to my
mother, NADINE CRAVER. In the event that NADINE CRAVER should predecease me, I
give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or
mixed and of any nature whatsoever and wherever situate, to ELLEN SMITH NEBRE.
FOURTH: I hereby nominate, constitute, and appoint my mother, NADINE
CRAVER, as Executor of this, my Last Will and Testament. In the event that NADINE
CRAVER shall predecease me, or be unwilling or unable to act as my Executor, as aforesaid,
then I nominate, constitute, and appoint ELLEN SMITH NEBRE without necessity for posting
security regardless of state of residence, as Executor of this, my Last Will and Testament. All
references to the Executor herein shall be applicable to said substitute Executor.
A
FIFTH: My Executor shall have, in addition to the powers and authority conferred
upon him by law, the following additional powers and authority:
1. To sell at public or private sale, exchange, transfer, partition, give options
upon, lease, mortgage, pledge or otherwise dispose of any property, real or personal, at any time
constituting a portion of my estate, and upon such terms and conditions as the Executor shall
deem wise.
2. To invest any money at any time in such bonds, stocks, notes, real estate,
mortgages, life insurance, annuities or other securities, or such property, real or personal, as the
Executor shall deem wise, without being limited by any statutes or rule of law regarding
investments by the Executor.
3. To retain, without incurring any liability, as investments, any property
owned by me at the time of my death, as long as my Executor may deem it wise, and even
though such property is not the kind of property an Executor would purchase as an investment;
and even though to retain such property might violate sound diversification principles.
4. To cause any security or other property which may constitute a portion of
my estate to be issued, held or registered in the Executor's own name, or in the name of a
nominee, or in such form that title will pass by delivery.
5. To consent to the reorganization, consolidation, readjustment of the
financial structure, or sale of the assets of any corporation or other organization, the securities of
which constitute a portion of my estate, and to take any action with reference to such securities
which, in the opinion of the Executor is necessary to obtain the benefit of any such
reorganization, consolidation, readjustment or sale; to exercise any conversion privilege or
subscription right given to my Executor as owner of any securities constituting a portion of my
estate resulting from any reorganization, consolidation, readjustment, sale, conversion or
subscription.
6. To pay all costs, taxes, charges and expenses in connection with the
administration of my estate, including such compensations to Executor which shall be in
accordance with established fees throughout the period of administration of my estate.
7. To determine what is "income" and what is "principal" hereunder, and my
Executor's decision thereon shall be final; and to purchase securities at a premium or discount,
and to apply or charge said premium or discount against income or principal as the Executor may
determine.
8. The Executor may make payments to or on behalf of any person who is
the beneficiary hereunder but in no event, however, shall payments be made to any creditor or
other such person because of anticipation of payment by the beneficiary, and any such claim
made by way of anticipation by the beneficiary shall be of no validity or legal effect.
9. To borrow money from any person, firm or corporation, including any
corporation acting as an Executor hereunder, for the purpose of protecting and preserving or
improving my estate hereunder; to execute promissory notes or other obligations for amounts so
borrowed.
10. To employ legal counsel, accountants, brokers, investment advisors,
custodians, managers and other agents and employees and to pay reasonable compensation out of
my estate or any funds held hereunder to which said compensation is attributable.
11. To carry on any business owned or controlled by me at my death for
whatever period of time my Executor shall think proper, and my Executor shall have the power
to do any and all things my Executor deems necessary or appropriate, including the power to
close out, liquidate or sell the business at such time and upon such terms as my Executor shall
deem best.
12. To do all other acts in my Executor's judgment necessary or desirable for
the proper and advantageous management, investment and distribution of my estate.
SIXTH: I direct that all transfer and inheritance taxes, state or federal, assessed
because of my death, whether the funds, property or insurance proceeds to which such taxes are
attributable pass under this Will or not, shall be paid out of my residuary estate; that my Executor
pay, or provide for payment of all such taxes at such time, or times, and in such manner as my
Executor deems best.
IN WITNESS WHEREOF, I, PHILIP MISTRETTA, IV, the Testator to this, my Last
Will and Testament, typewritten on six sheets of paper which I have identified at the bottom of
each page by my signature, hereunto set my hand and seal the day of
2006.
40
PHILIP MISTRETTA, IV
The preceding instrument consisting of this and five other typewritten pages, each identified by
the signature of the Testator, PHILIP MISTRETTA, IV, this day and date thereof signed,
published and declared by PHILIP MISTRETTA, IV, the Testator therein named, as and for his
Last Will, in the presence of us who, at his request, in his presence, and in the presence of each
other have subscribed our names as witnesses.
4
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
I, PHILIP MISTRETIA, IV, Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
PHILIP MISTRETTA, IV
Sworn or affirmed to and acknowledged before me by PHILIP MISTRETTA, IV, Testator, the
day of 12006.
(SEAL) Notary Public
COM UNWEALrh ur i-i=.w~1: ; t•
Notarial seal
Michael Cher%vka, Notary Public
Womrleysbur9 Boro, Cumberland Coin ,h:
MY Commission Expires,apr. 27, 22We
Member, Pennsvivani A:;.,,;,,;...
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We a f I ~ C-1 1k.c~.GjL _ and ! 106- 11?). 0 (tldi the
witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw Testator sign and execute the instrument as his
Last Will; 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 that time eighteen or more years of age, of sound
mind and under no constraint or undue influence.
It" )Ck
Sworn or affirmed to and subscribed to before me by ~ Slag L4 k and
TYtQldi -witnesses, this _ day of , 2006.
(SEAL) 1'Gt~Lll~~ -
Notary Public
XIM if)ivWtHLs r
Notarial Sea!
5 Michael CheraMa, L,ftrmleysbiurg Born, Cumbe,1anr
Commission