HomeMy WebLinkAbout01-17-13 (2)1505610105
REV-1500 Ex ~o~_ii, cFt, -jii
PA Department of Revenue pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes °`~A~T~""'°`~`v`"°` County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT •2 ~ ~Z DCO ~3
ENTER DECEDENT INFORMATION BELOW
05/30/2012 08/17/1923
Decedent's Last Name Suffix Decedent's First Name MI
Steibing Mildred B
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return O
O 4. Limited Estate O
C~ 6. Decedent Died Testate O
(Attach Copy of Will)
O 9. Litigation Proceeds Received O
2. Supplemental Return
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust.)
10. Spousal Poverty Credit (Date of Death
Between 12-31-91 and 1-1-95)
O 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
O 11. Election to Tax under Sec. 9113(A)
(Attach Schedule O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
Debra S. June (717) 319-8700
First Line of Address
349 Willow Avenue
Second Line of Address
City or Post Office
Camp Hill
Correspondent's a-mail address: juned@pepperlaW.COm
State ZIP Code
PA 17011
RECD ER OF WILLS 1JSE OI~~Y ~;.~
.~,~
.~_ . ,
~~,
,_..,
. .; DATE FILED _ „,
c.-~ r
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.
SIGNAT OF RSON RESPON LE FOR ING RETURN DATE
ADDRESS
349 Willow Avenue, Camp Hi I, PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105
h~v
J
1505610205
REV-1500 EX (FI)
Decedent's Name: Mildred B. Steibing
Decedent's Social Security Number
RECAPITULATION
1. Real Estate (Schedule A) ............................................. 1. 150,000.00
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. 10,105.55
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6.
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. 160,105.55
9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 25,597.12
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10.
11. Total Deductions (total Lines 9 and 10} ................................. 11. 25,597.12
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 134,508.43
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. 134,508.43
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 .0_ 15.
16. Amount of Line 14 taxable
at linea- rate X .0 45 134,508.43 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ..................................................... .... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
6,052.88
6,052.88
O
Side 2
1505610205 1,505610205
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address:
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
4. If Line 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.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Total Credits (A + B) (2)
(3)
(4)
(5)
6,052.88
6,052.88
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 "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) (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 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)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REIN-15012 EX+ (12-12}
i pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Mildred B. Steibing
All real 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, both having reasonable knowledge of the relevant facts,
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
If more space is needed, use additional sheets of paper of the same size.
PQ~MEN7 U~,,y OMB Approval No. 2502-0265
~Q
O~
~~ ~~
~
~
~# i1*~ HUD-1
A
Settlement Statement (HUD i
.
)
~R
O~
6gN UFU~-~ Page 1 of 3
B. Type of Loan
1. ~ FHA 2. a RHS 3. ^Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
4. a VA 5. Q Conv. Ins. 401202704-SK 1215528
. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "(p.o.c.)" were paid outside the closing; they are shown here for informational purposes and are not included in the
totals.
D. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender
MICHELLE A. MINICK DEBRA S. JUNE, EXECUTRIX OF ESTATE OF PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
11 B WYNCOTE COURT MILDRED B. STEIBING 1 CREDIT UNION PLACE,
MECHANICSBURG, PA 17055 316 NORTH 28TH STREET HARRISBURG, PA 17110
CAMP HILL, PA 17011
G. Property Location H. Settlement Agent
SECURED LANG TRANSFERS, LLC
316 NORTH 28TH STREET, 485 ST. JOHNS CHURCH ROAD ,
CAMP HILL, PA 17011 SHIREMANSTOWN , PA 17011
COUNTY: CUMBERLAND Phone:(717)901-8342
PARCEL ID: 01-20-1852-214 Place of Settlement I. Settlement Date 10/29/2012
TOWNSHIP: CAMP HILL BOROUGH
5050 LINGLESTOWN ROAD Disbursement Date 10/29/2012
HARRISBURG, PA 17112
600. Cash at Settlement to/from Seller
601. Gross amount due to seller line 420 151 913.32
602, Less reductions in amount due seller line 520 24 265.00
603. Cash X To From Seller 127,648.32
I ne NuDnc hteporting tsuroen for this collection of information is estimated at 35 minutes per response for collecting, reviewing, and reporting the data. This agency may not
collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number. No confidentiality is assured; this disGosure
is mandatory. This is designed to provide the parties to a RESPA covered transaction with information during the settlement process.
Initials ~-.
401202704-SK HUD-1 Page 2 of 3
L. Settlement Char es
700. Total Real Estate Broker Fees;9490.00
Division of Commission line 700 as follows: Paid From
Borrower's Funds Paid From
Seller's Funds
701. 4795.00 to Centu 21 Real Services 4 500.00 + 295.00 At Settlement At Settlement
702. 4695.00 to ERA-NRT LLC 4 500.00 + 195.00
703. Commission aid at settlement 195.00 9 295.00
704.
800. Items Payable in Connection with loan
801. Our on ination char a 550.00 from GFE #1
802. Your credit or cha a oints for the s cific interest rate chosen 1 455.00 from GFE #2
803. Your ad'usted on ination cha es from GFE A 2 005.00
804. A raisai Fee to Penns Ivania State Em to ees Credit Union from GFE #3 309.40
805. Credit re ort to CBC Innovis from GFE #3 13.55
806. Tax Service from GFE #3
807. Flood Cert. Fee to LPS National Flood from GFE #3 7.00
808.
900. Items Required by Lender to Be Paid in Advance
901. Daily interest charges from 10/29/12 to 11/01/12 @ 14.9486/day (from GFE #10)
Penns Ivania State Em to ees Credit Union $44.85
902. Mort a e Insurance Premium from GFE #3
903. Homeowner's Insurance Main Mutual Grou POC Bu er 520.00 from GFE #11
904.
1000.Reserves Deposited with Lender
1001. Initial de osit for our escrow account from GFE #9 1 113.96
1002. Hazard Ins. Reserve 3 Month(s) @ 43.33 per Month(s) Pennsylvania State $129 99
Em to ees Credit Union
1003, County Property Taxes 9.0000 month(s) @ 81.37 /month(s) to $732.33
Penns Ivania State Em to ees Credit Union
1004, School Taxes 5.0000 month(s) @ 202.09 /month(s) to Pennsylvania State $1,010.45
Em to ees Credit Union
3005. Aggregate Accounting Adjustment to Pennsylvania State Employees Credit
Union - 758.79
1006.
1007.
1100.Title Charges
1101. Title services and lender's title insurance to Secured Land Transfers LLC from GFE #4 1 600.00 30.00
1102. Settlement or closin fee to Secured Land Transfers LLC 225.00
1103.Owner's title insurance to Secured Land Transfers LLC from GFE #5 20.00
1104. Lender's title insurance to Secured Land Transfers LLC 1 280.00
1105. Lender's title oli limit 145 500.00
1106.Owner's title olic limit 150 000.00
1107. Agent's portion of the total title insurance premium to Secured Land $1,170.00
Transfers LLC
1108. Underwriter's onion of the total title insurance remium to TRGC-Sale 130.00
1109. Insured Closin Protection letter to TRGC 75.00
1200.Government Recording and Transfer Charges
1201. Government recordin char es from GFE #7 153.00
1202. Deed 63.00 Mort a e 90.00 Releases
1203. Transfer taxes from GFE #8 1 500.00
1204. Ci Coun tax stam s Deed 1500.00 Mort a e
1205. State tax stam s Deed 1500.00 Mort a e 1 500.00
1206.
1300.Additional Settlement Charges
1301. Re wired services that ou can sho for from GFE #6
1302. Pest ins ection to SeeMore Home Ins ection POC Bu er 45.00
1303. Sewer 4th t 10 11 12 2012 to Cam Hill Borou h 165.00
1304. Home Ins ection to SeeMore Home Ins ection POC Bu er 260.00
1305. Deed Pre aration to Centu 21 Real Services 150.00
1306. Escrow Inheritance Tax to Secured Land Transfers - Mechanicsbur 10 125.00
1400.Tota1 Settlement Charges (enter on lines 103, Section ~ and S,p2, Section K) ;6,961.78 ;21,265.00
if you have any questions about the settlement charges and loan terms listed on this 4orm, please contact your lender. Settlement agent is not responsible for content of
lender's assessments on HUD.
The seller's and borrower's signatures hereon acknowledge their approval and signify their understanding that tax and insurance prorations and reserves are based on
figures for the preceding year or supplied by others or estimated for the current year, and in the event of any change for the current year, alt necessary adjustments will be
made between borrower and seller directly. Any defiGt delinquent taxes or mortgage payoffs will be promptly reimbursed to the settlement agent by the seller.
I have caret y reviewed t HUD-1 Settlement Statement and to the best of my knowledge and belief, it is true and accurate statement of all receipts and disbursements
mad n ccou t or by a in this transa I further certify that I have received a copy of the HUD-1 Settlement Statement.
YE SELLERS
Es e o Miid . Steibing
the A. ck
bra .June, Execu nx
The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have ed or will cause the funds to be disbursed in
accordance with this statement.
Settlerrte Ag Date
10/29/2012
REV-15o8 EX+ (o8-i~)
SCHEDULE E
i pennsylvania
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Mildred B. Steibing
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Cash at DOD in M&T Bank, 1200 Market Street, Lemoyne, PA, Checking Acct. #28850211
Date of death Balance: 3797.70 Less check clearing after DOD (30.00) 3,767.70
2. Reimbursement for County Taxes 170.74
3. Reimbursement for School Taxes 1,627.80
4. Reimbursement for Sewer 114.78
5. Highmark Reimbursement 250.43
g. PA Revenue 2011 Rent Rebate 975.00
7, Penn Waste Refund 28.80
g. State Farm Insurance Refund 43.92
g. PA American Water Reimbursement 2.98
10. UGI Reimbursement 323.40
11. Sale of Personal Items and Used Furniture 1,840.00
12. Used clothing, household goods and furniture donated to Goodwill 960.00
TOTAL (Also enter on Line 5, Recapitulation) $ I 10,105.55
If more space is needed, use additional sheets of paper of the same size.
P.EIr-1511 EX+ (10-09)
`` ~ pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Mildred B. Steibing
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Myers-Harner Funeral Home 4,965.00
2. Blooms by Vickery 245.87
3. Altoona Memorial Studio (headstone engraving) 225.00
B.
1
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s) Debra S. June
Street Address 349 Willow Avenue
city Camp Hill
Year(s) Commission Paid:
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
4.
5,
6.
~.
s.
9.
10.
11.
12.
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees:
Accountant Fees:
Tax Return Preparer Fees:
Janet L. Miller, Tax Collector
Electrician (replace 100 amp box/repair garage light)
PPL Electric
PA American Water
Camp Hill Sewer
State Farm Insurance (Home Owners)
State PA ZIp 17011
ZIP
186.50
2,376.59
1,354.00
307.26
236.87
176.75
232.40
TOTAL (Also enter on Line 9, Recapitulation) I $ 25,597.12
If more space is needed, use additional sheets 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
ESTATE OF FILE NUMBER
Mildred B. Steibing
13. UGI 574.25
14. Verizon 7.09
15. Penn Waste 91.50
16. Seller Paid Closing Costs 3000.00
17. Real Estate Broker Fees 9295.00
18. Title Charge 30.00
19. 1 % State tax/stamps 1500.00
20. Camp Hill Sewer 165.00
21. Deed Preparation 150.00
22. Commission and expenses for sale of personal 478.04
items and used furniture to Cordier Auctions
REV-1513 EX+ (01-10)
pennsylvania SCHEDULE ~
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Mildred B. Steibing
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1• Debra S. June, 349 Willow Avenue, Camp Hill, PA 17011 Daughter 30%
2. Kay S. Howsare, 381 Scenic Lane, Roaring Spring, PA 16673 Daughter 30%
3. A-J Hoenstine, 404 E. Christiana Street, Martinsburg, PA 16662 Grandson 10%
4. Matthew R. June, 1646 W. Farwell Avenue, #1B, Chicago, IL 60626 Grandson 10%
5. Warren L. Crilly, III, 1242 Four Leaf Lane, Hollidaysburg, PA 16648 Grandson 10%
6. Jacob D. June, 349 Willow Avenue, Camp Hill, PA 17011 Grandson 10%
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. I $
If more space is needed, use additional sheets of paper of the same size.
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2012- 00633 PA No . 2 ~ - 12- 0633
Estate Of : MILDRED B STEIBING
(First, Middle, Lasti
Late Of : CAMP HILL BOROUGH
CUMBERLAND COUNTY
Deceased
Social Security No :
WHEREAS, on the 7th day of June 2012 an instrument dated
December 21st 1982 was admitted to probate as the last will of
MILDRED B STEIBING
(First, Middle, Lasil
late of CAMP H/LL BOROUGH, CUMBERLAND County,
who died on the 3 0th day of May 2 012 and,
WHEREAS, a true copy of the wi 11 as probated i s annexed hereto .
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi I1 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
DEBRA S JUNE
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CA RL lSL E, PENNS YL VA NlA .
Il'~T TE5TIN;J1~J~' WHEREOF, I hati-e hereu ~ "~ `~ ~ L'- - ~ - -'
of my office on the 7th day of June 2012.
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
c~
.. ~..
~,~~
!~ -- r C~
~_ -__, ~ _`J~
~ _- ~' `~~
`~' =` U I, Mildred B. Steibing, of 835 Williams Street,
:V
Roaring Spring, Blair County, Pennsylvania, declare this to be
my Will and revoke all prior Wills and Codicils.
FIRST: (a) I give all tangible personal property
owned by me at my death, and all insurance policies thereon, to
my husband, Albert J. Steibing, if he survives me by thirty
days. If he does not so survive me, I give sixty (60) percent
of my tangible personal property to my daughters, Debra Steibing
June and Kay Steibing Crilly in equal shares, per stirpes, so
that the living issue of any daughter who predeceases me takes
such daughter's share. In the event a daughter predeceases me
without issue then surviving, then such daughter's share shall
go to the other daughter if she survives me or if both daughters
predecease me, to such other daughter's then surviving issue,
per stirpes. The remaining forty (40) percent shall be divided
into two equal shares, each such share comprising twenty (20)
percent of my tangible personal property. One such share I
give to the then surviving issue of my said daughter, Debra
Steibing June, and the other such share I give to the then
surviving issue of my other said daughter, Kay Steibing Crilly.
In the event that a daughter does not have issue who survive
me, then I give such daughter's issue's share to such daughter,
if she survives me. If a daughter predeceases me without
leaving issue who survive me, then I give such daughter's
issue's share to the other daughter's issue if the other
daughter's issue survives me. In the event the other said
daughter does not leave issue surviving me, then I give such
daughter's issue's share to my other said daughter, if she
survives me. In the event both of my said daughters predecease
me without issue surviving me, I direct that my tangible personal
1
property be sold and the proceeds distributed with the remainder
of my estate.
(b) With respect to any item passing under
subparagraph (a) to a minor, my Executor (i) may hold and
deliver it to the minor at majority or earlier or deliver it to
any person to hold for the minor; or (ii) may sell it, hold and
invest the proceeds, and, at any time, pay the proceeds to the
minor, or to the custodian or guardian of the person or estate
of the minor to hold for the minor, or apply the proceeds for
the minor's benefit for any reason without considering other
funds available to the minor.
(c) The receipt of any person who receives
an item or payment under subparagraph (b) shall be a complete
discharge to my Executor.
SECOND: I give the residue of my estate to my
husband, Albert J. Steibing, if he survives me by thirty days.
If he does not so survive me, I give sixty (60) percent of the
residue of my estate to my daughters, Debra Steibing June and
Kay Steibing Crilly in equal shares, per stirpes, so that the
living issue of any daughter who predeceases me takes such
daughter's share. In the event a daughter predeceases me
without issue then surviving, then such daughter's share shall
go to the other daughter if she survives me or if both daughters
predecease me, to such other daughter's then surviving issue,
per stirpes. The remaining forty (40) percent shall be divided
into two equal shares, each such share comprising twenty (20)
percent of the residue of my estate. One such share I give to
the then surviving issue of my said daughter, Debra Steibing
June, and the other such share I give to the then surviving
issue of my other said daughter, Kay Steibing Crilly. In the
event that a daughter does not have issue who survive me, then
- 2 -
I give such daughter's issue's share to such daughter, if she
survives me. If a daughter predeceases me without leaving
issue who survive me, then I give such daughter's issue's share
to the other daughter's issue if the other daughter's issue
survives me. In the event the other said daughter does not
leave issue surviving me, then I give such daughter's issue's
share to my other said daughter, if she survives me. In the
event both of my said daughters predecease me without issue
surviving me, I direct that the residue of my estate be sold
and the proceeds distributed with the remainder of my estate.
THIRD: All death taxes (and interest and penalties
thereon) imposed upon any property passing under my Will and
upon proceeds of insurance on my life, but not otherwise, shall
be paid out of my residuary estate.
FOURTH: My Executor shall have the following powers
in addition to those conferred by law until all property is
distributed:
(a) To retain any real or personal property
in the form received and to sell it at public or private sale.
(b) To manage real estate.
(c) To purchase all forms of property
without being confined to so-called legal investments and
without regard for the principle of diversification.
(d) To exercise any option or rights
arising from ownership of investments.
(e) To compromise claims without order of
court or consent of any legatee.
(f) To distribute in cash or in kind.
(g) To join with my said husband or his
personal representative in filing any joint income tax return,
and to join in any gifts made by him for gift tax purposes even
- 3 -
~~
if this may result in additional liabilities for my estate.
Any income or gift taxes due on such returns and any deficiencies,
interest, penalties or refunds thereon shall be allocated
between my estate and my said husband or his estate, or all to
any of them, in such manner as my Executor and my said husband
or his personal representative may agree.
(h) To employ accountants, investment
counsel, or any bank or trust company to perform the services
of agent or custodian at the expense of my estate and to carry
or register investments in the name of the nominee of such
agent or custodian.
FIFTH: The words "Executor" and "Guardian" when
used herein shall include all genders and the singular and
plural as the context may require.
SIXTH: I appoint Debra Steibing June Guardian of
all property passing to a minor, including proceeds of insurance
on my life, as to which I have not otherwise appointed a guardian.
In addition to the powers given by law, the Guardian (a) may
apply income and principal for what he deems to be the support,
education and welfare of a minor without order of Court, and
(b) may purchase any property without restriction to so-called
legal investments. The Guardian shall not be required to post
security in any jurisdiction.
SEVENTH: I appoint my husband, Albert J. Steibing,
Executor. If my said husband fails to qualify or ceases to act
for any reason, I appoint Debra Steibing June Executor in his
place. My Executor shall not be required to post security in
any jurisdiction.
EIGHTH: For the purposes of this Will any words
such as "child", "children", "grandchildren" and "issue" -
describing a person or class of persons by relationship to
_4_ ~
another shall refer only to persons who are related by blood
and shall not include any person whose relationship is derived
by adoption, regardless of when the adoption takes place.
Executed ~~ 198R-
`~;~ ~' ( SEAL )
T
SIGNED by Mildred B. Steibing as her Will, in our
presence, who at her request, in her presence and in the presence
of each other have signed as witnesses:
~, l ,~=•v ~ ~~ -~ ~ ~ r
~~
~.. - t
Address _~
~, t
~ ~ ~~ ~' ~tr..y-_ .:~..;~, Address ~,~,:, _._, .~~-~-_.
~ __
5 -
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
SS
County of ~ ~ R 1 ,2 .
I, Milured B. Steibing, whose ~:am~- is s_gned 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 and Testament dated
~Q,~~, .~-~ ~qg~ 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 and acknowledged before me, by
N:ildred E. Steibing, the testatrix, this dla;tday of ~ ,
19>32 .
o art' Public
AFFIDAVIT
.Commonwealth of Pennsylvania
2 SS
County of GJ~-A' 2
We , G ~.n t f° ~ e Q A L. ~ P~ 9 ~ y ~. , 'K~. ~" ~ ~ y and
So~r ~, ~ ~~ rh F} vt the witnesses ~rhose nameG are signed to
the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and
saw the testatrix sign and execute the instrument as her last
Will and Testament dated ~f ~~m~,~r .~~ ~ (~18 ~. and that she signed
willingly and that she executed it as her free and voluntary
act for the purposes therein expressed; that each of us ire the
.hearing and sight of the testatrix signed the said last Wi11
'and Testament as witnesses; ar~d that to the best of our
.knowledge the testatrix was at that time 18 or more years of
ages.. of sound,- mind wand under no constraint or undue influence.
~ I~
'-~ DD Sworn or affirmed to and subscribed to before me by
~eNF f, j1/Epi~}L ~ EGGy L. ~'uTNE~( and ~UNN I,~ .GEARNRfR
witnesses, this ;t )q.jC day of ~.~,CDhnQreiti 1982.
N tart' Public