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HomeMy WebLinkAbout01-17-131505610105 REV-1500 °` `°~~' `~' OFFICIAL USE ONLY PA Department of Revenue ~ Bureau of Individual Taxes INHERfTA,NCE TAJ( RETURN ~~ Code Year File Number Harristwrg8 PAD~~128-0601 RESIDENT DECEDENT ~ ~ ~ oZ ~ ~~ ENTER DECEDENT INFORMIATN)N BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 08/10/2012 01 /31 /1946 Decedents Last Name Suffix Decedent's First Name MI Lamprey Martha ~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Soaal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return R squired death after 12-12-82) O 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. Electipn to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORMATION SHOULO BE DIRECTED T0: Name Da me Tale yti phone Number Eric S. Lamprey (717) 737-2352 First Line of Address 515 Country Club Rd. Second Line of Address City or Post Office State ZIP Code REGISTER OF YUILLS t~ ONLY ~ ~; Zt ~ © rYl __ ~ ply r-} .._ V"_"1 ~ :.; , , „~r,P ~ . ~ ., ~.. Y,,:'S~ ..-DATE FWED ` -_' ... Cam Hill r~~ f ~ s•er P PA 17011 .. ; _ ~,~ ,~, ' ` ~i x ~_:: corsspomdemt~s a-rmafl address: lampfour~verizon.net under penalties or perjury, I declare that 1 have examined tliis return, including accwnpanying scriedules and statemerrls, and to the best of my knowledge and belief, it is true, tarred and eorrrplete. Declaration d preparer otlrer than the personal representative is based on aN infomtafion of which preparer has any knoMAedge. SIGNATURE OF PERSON RESPONSN3LE FOR FILING RETURN DATE 01/17/2013 ADDRESS 515 Country Club Rd. Camp Hill, PA 17011 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE AUUKtSS PLEASE USE ORIti1NAl FORM ONLY Side 1 L 1505610105 150561D105 J 1505610205 REV 1500 EX (FI) Decedent's Social Security Number necedenrs Name: Martha J. Lamprey RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 0.00 2. Stocks and Bonds (Schedule B) ....................................... 2. 0.00 3. 4. 5. 6. 7. 8. Ckueiy Held Corporation, Partnership or Sde-Proprietorship (Schedule C) ..... Mortgages and Notes Receivable (Schedule D) ........................... Cash, Bank Deposits and Miscellaneous Personal Property (Sdredule E)....... Jointly Owned Property (Sd~edule F) O Separate Billing Requested ....... Inter-Vnros Transfers 8 Miscellaneous NorrProbate Property (Schedule G) O Separate Biding Requested........ Total Gross Assets (total Lines 1 through 7) ............................. 3. 4. 5. 6. 7. 8. 0.00 0.00 4,650.00 3,450.86 90,667.73 98,768.59 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 5,340.50 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. 3,140.21 11. Total Deductions (total Lines 9 and 10) ................................. 11. 8,480.71 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 90,287.88 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 L'me 13) ........................ 14. 90,287.88 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tau rate, or transfers under Sec. 9116 (ax1.2) X .0~ 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 90,287.88 16. 4,062.95 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g. 19. TAX DUE ......................................................... 19. 4,062.95 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505610205 1505610205 REV 1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENTS NAME Martha J. Lamprey STREETADDRESS 20 North 12th Street, Apt. 333 Cm' Lemoyne STATE PA ZIP 17043 Tax Payments and Credits: 1. 2. Tax Due (Page 2, Line 19) CreditslPayments A. Prior Payments B. Discount 3. Interest 0.00 4. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FII in oval on Page 2, Line ZO to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) Total Credits (A + B) (2) (3) (4) (~ 4,062.95 0.00 0.00 4,062.95 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 properly transferred .................................................................................... ...... ^ b. retain the right to designate who shall use the properly 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 bust for" or payable-upon~eath bank account or security at his or her d~th? ........ ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a benefiaary designation? ......................................... ......................................................................... ~ ...... ^ IF THE ANSYYER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FlLE R AS PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rote 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 ~npased on the net value of trar>siers to or for the tie 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 requiremerrts for disclosure of assets and filing a tax r~ettlm are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after Juty 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 deoedenYs lineal beneficiaries is 4.5 per~oent, 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 deoedenYs siblings is 12 percertt (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. 0.00 w ~ REV-1508 EX+ (OS-~z) Pennsylvania DEPARTMENT OF REVENUE INHERrrANCE TAX RETURN RESIDQ~IT o~ENr SC~IEp1~LE E CASH, BANK DEPOSITS 8E MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Martha J. Lamprey Indude the proceeds of litigation and the date the proceeds were received try the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. tr more space is needed, use additional sheets of paper of the same size. I s Hiner fl~r ~~n'~ 9/23/12 Arctic Cat Four Wheeler Atvs In Duncannon, Pennsylvania www.atvtraderonFine.com/Arctic-Cat-Four-Wheeler-Atvs-In-Duncannon-Pennsylvania/search-resuhs... 4/4 Assets -Estate of Martha Lamprey Item: Value: Kitchen table and 4 chairs $100.00 Sofa $200.00 Mattress and box spring $100.00 Bedroom suite -headboard, frame, dresser, bureau and 2 end tables Pottery Barn Light Cabinent TV Jewelry Microwave Clothing, coats and shoes China, flatware, plates, etc. Misc. items (decorations, wall decor, bedding, etc.) Car - 2000 Honda Civic (KBB value 8/20/12) Checking Acct -PSECU Savings Acct -PSECU TOTAL: $250.00 $100.00 $50 $25.00 $500 $25.00 $0 $150.00 $150 $3,000 Sold 9/27/12 $3,322 1/2 value as of 8/10/12 $128 1/2 value as of 8/10/12 X8.100.14 .~ Page 1 of 1 ------------------------------------------------------------------------------ Pennsylvania State Employees Credit Union 1 Credit Union Place Harrisburg, PA 17110 717-234-8484 MARTHA J LAMPREY Account: 0193364163 Post Effect Transaction Description Amount New Balance 08/01 ID Ol REGULAR SHARES Balance Forward ----------- ---------- ----- 257.41 08/30 Dividends 0.03 257.44 08/30 %% APY Earned 0.15% 08/01/12 to 08/31/12 08/30 %a APYE Avg Daily Bal 240.80 08/30 Ending Balance --------------------------- ---------- ----~ 08/01 ID 04 CHECKING Balance Forward ----------------- ---------- --- 6,518.29 i Deposit Check 126.00 ~~ 08/13 Withdrawal: Check Card 1.00- 6,643.29 08/13 USPS CHANGE OF66100959 800-2383150 TN 08/13 Date 08/11/12 2416407KHQ5FXQ5X3 9402 08/14 Draft: 002314 48.60- 6,594.69 08/14 Processed Check - VZ WIRELESS ARC 08/14 TYPE: ARC ID: 2005091202 DATA: DATA 08/14 Draft: 002315 86.00- 6,508.69 08/14 Processed Check - ERIE INSURANCE 08/14 TYPE: 1256038677 ID: 1256038677 08/15 Draft: 002316 124.00- 6,384.69 08/21 Deposit: AETNA INS 1,789.83 8,174.52 08/21 TYPE: DIR DEP ID: 9066033492 08/21 CO: AETNA INS 08/26 Withdrawal: Check Card 98.58- 8,075.94 08/26 STORAGE DEPOT WEST, IN 717-7611991 PA 08/26 Date 08/24/12 2463923KX566QKJZ0 4225 08/28 Draft: 002318 115.50- 7,960.44 08/30 Dividends 0.56 7,961.00 08/30 0o APY Earned O.lOo 08/01/12 to 08/31/12 08/30 0o APYE Avg Daily Bal 6,548.48 08/30 Ending Balance --------------------------- ---------- ----7 961.00 file://C:\ProgramData\Jack Henry and Associates\Episys For Windows\HTML\HTMLVie... 8/30/2012 REV-1510 EX+ (08-09) ~ "` ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DE(E1ENi SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Martha J. Lamprey This schedule must be completed and fled if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY n+a~uE n+e RME OF T1iE TANS, 7r®t RHATIOrISHIP 70 oct®eir AND THE DATE aF TRN~ aTxai A fAPY aF 7rE o®PoR REAL ESTAiE DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF NRIIC~BtE) TAXABLE VALUE 1. TIAA-CREF Retirement Accounts -See attached (Beneficiary of all accounts - Eric S. Lamprey -son) 90 ~7 73 0 90,667.7: TOTAL (Also enter on Line 7, Recapitulation) $ I 90,667.73 If more space is needed, use additional sheets of paper of the same sae. September 5, 2012 PS774718670 Mr. Eric Lamprey 515 Country Club Rd Camp Hill PA 17011 Re: Martha. J Lamprey TIAA Contract - K7054543 C3281874 CREF Certificate - J7054545 U3281872 Dear Mr. Eric Lamprey: ~ We are contacting you since you are a named beneficiary for the TIAA-CREF retirement accounts held by Martha J Lamprey. My name is Deborah Evering from TIAA-CREF's Beneficiary Relationship Team and I will be your primary contact to assist you throughout this process. The survivor benefit you are entitled to receive is listed below. Any balances in the TIAA Traditional ~ Annuity will continue to earn interest, and balances in the variable annuity accounts and/or mutual funds will fluctuate based on investment performance. In addition, this value can be subject to change due to special spouse provisions or State Statutes. Account Value as of 08/10/2012 TIAA Traditional $66,679.12 Real Estate $1,500.65 CREF $19,627.42 Mutual Funds $2,860.54 Total $90,667.73 As you consider your options, please keep in mind that federal tax law has certain deadlines for when beneficiaries have to start receiving at least some of their inherited amount. (These amounts are called "required minimum distributions," or RMDs.) Specifically, you must begin receiving an RMD by December 31 of the year following the year of the participant's death. Your next step is to transfer ownership of the account(s) to your name. Once ownership has been transferred, you may decide to leave the account as is and continue to save and invest with TIAA-CREF until a later date, or choose from among a variety of other options. TIAA-CREF Individual 8c Institutional Services, LI.C Member FINRA, SIPC. BENEBUND - EN 8500 Andrew Carnegie Blvd, Charlotte, NC 28262 Tell (877) 535-3910 To help you understand the options you have and make an informed decision that meets your needs, please review the following materials. (If you are also a beneficiary of other TIAA-CREF accounts, information about those accounts will be sent separately.) ^ Pennsylvania: Allows for elective withholding. If you wish to elect state withholding, please indicate the amounts on your application. ^ SAVINGS & INVESTMENT PLAN Application Form ^ SURVIVOR BENEFITS DISTRIBUTION Request Form ^ Proceeds Plus Supplemental Contract - if payee option selected, this needs to be signed and returned in order to complete your request. ^ The Custodial Adoption Agreement must be completed if you are electing the Savings and Investment Plan (SIP) Option. • After a Loved One Passes Away booklet The TIAA-CREF Savings and Investment Plan booklet describes the plan in detail and contains instructions to complete your form. The booklet TAKING THE NEXT STEP describes the annuity income options available to you and contains instructions to complete your form. • A Performance Update card for the most recent performance of all our accounts. TIAA-CREF Funds Retirement Class Prospectus online at www.tiaa-crefo~/mutualfunds or contact us for a paper version • CREF Prospectus online at www.tiaa-cref.or /g cref or contact us for a paper version TIAA Real Estate Prospectus online at www.tiaa-creforg/realestate or contact us for a paper version Single Sum Payments...At A Glance which provides answers to frequently asked questions about your payment. • Special Tax Notice Regarding Plan Payments Please call me for assistance with the forms you'll need to complete at 800 842-2733 extension 221327, Monday to Friday from 8 a.m. to 5 p.m., (ET). If you're hearing impaired and are a TTY phone user, please call us at 800 842-2755. Sincerely, aLJeborah ~verirt~ Deborah Evering Beneficiary Relationship Team Enclosures (TIAA-CREF reserves the right to correct any clerical error in correspondence.) Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Securities products are distributed by TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA. © 2010 Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 REV-1511 EX+ (10-09) ~' Pennsylvania DEPARTMENT DF REVENUE INNERrrANCE TAX RETURN RESIDENT DEC®ENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Martha J. Lamprey Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I' Myers-Hamer Funeral Home (Camp HiU, PA) -cremation, services, funeral director fee, um, etc. 4,150.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address 2. 3. 4. 5. 6. 7. ~~' - State ZIP Year(s) Commission Paid: Attorney Fees: Family Exemption: (If decedent's address is not the same as tiaimant's, attach explanation.) Claimant 1,000.00 Street Address ~' State ZIP Relationship of Claimant to Decedent Probate Fees: 115.50 Acwuntant Fees: Tax Return Preparer Fees: 75.00 TOTAL (Also enter on Line 9, Recapitulation) I; 5,340.50 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-12) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8c LIENS ESTATE OF FILE NUMBER Martha J. Lamprey 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 • Nephrdogy Associates of PA DOS: 08/02/2012 33.31 2. West Shore EMS DOS: 08/01/2012 935.90 3. East Pennsboro Ambulance Service DOS: 08/01/2012 809.00 4. Gdden Living Center -Acct#: 00285447430001 1,156.00 5. Andrews and Patel Associates DOS: 08!02/2012 120.00 6. ERIE Insurance -automotive insurance due 86.00 TOTAL (Also enter on Line 10, Recapitulation) I # 3,140.21 If more space is needed, insert adddional sheets of the same size. ~ N ' 3 .~ ~ y y N i v ~ N d d ~ y 3 C1 .N-. ~ 4~1 N ~ n y ~ y m r: v Q o x obi m ~ ~ ~ ~ ~ ~ _ a ° m ~ oo ~ • ~ C a N ~ v `G ~ `° ° ~ m v v o ~ i ~ ~ D t ii o ~ y o~ 3 ~ m ~ j a Q ~ v ~ ~ 3 Z _ co ~. 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Lamprey 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 [Indude outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 • Eric S. Lamprey - 515 Country Club Rd. Camp Hill, PA 17011 Son 90287.88 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 ~ CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No . 2012- 00928 PA No . 21- 12- 0928 Estate Of : MARTHA JANE LAMPREY Gist, M/ddl~ Lsstl Late Of : LEMOYNE BOROUGH CUMBERLAND COUNTY Deceased Social Security No: 193-36-4163 WHEREAS, on the 24th day of August 2012 an instrument dated September 23rd 2000 was admitted to probate as the last will of MARTHA JANE LAMPREY lFfist, MiddN, L+stl Ia to of LEMOYNE BOROUGH, CUMBERLAND County, who died on the 10th day of August 2 012 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi11s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: ERIC S LAMPREY who has duly qualified as EXECUTOR(R/XI and has agreed to administer the estate according to law, all of which full y appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARL/SLE, PENNSYL VAN/A. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 24th day of August 2012. egister o 1 s ~II' pury~ ° ~\\ * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) r ~ ~ ~ ~ ~ LAST WILL AND TESTAMENT OF MARTHA J. LAMPREY I, 1~RTHA J. I~REY, currently residing at 2038 Four Seasons Lane, Enola, Cumberland County, Pennsylvania 17025, being of sound mind, memory and understanding do hereby make and publish this my Last Will And ~~.,a Testament hereby revoking all pres Wi~3 s ~~ and Codicils made by me. . ~ ~ a} ~ ~'i~~ c~i ~ - ~: -c Tl~lr N .G •.. .~' ~~ ~:~:7 Item I. I order and direct that all of m Y ~U1, debt~~ J ~ ~: '~~ , =n funeral expenses and inheritance taxes may be paid a.~ ~~oon Yas r c~ b ~~ conveniently possible immediately after my death. Item II. I may leave a written list, which will be dated and either in my own handwriting or signed by me, that sets forth my wishes regarding distribution of specific personal property. The list may include proceeds from any insurance policies. If I do, then I intend it to qualify as a amendment to this Will. If it should be determined that any such list does not qualify as an amendment to this Will, it is my hope that those entitled to share in my estate will nevertheless respect it. Item III. I give and bequeath all my jewelry to DAWN I~REY, provided that she is still married to my son, ERIC SHANE LAI~REY. Item IV. All of the rest, residual, and remainder of my estate, real, personal and mixed of whatever kind and wheresoever situated, is hereby given and bequeathed to my son, ERIC SHANE I.AI~REY, provided that he survives me for 30 days. ~ , i Item V. I hereby nominate and appoint my son, ERIC SHANE LAMPREY, to be the Executor of my estate. If he is unable or unwilling to serve, then I nominate and appoint my son's wife, DAWN LAMPREY, provided that she is still married to my son or was married to him at the time of his death or incapacity. Item VI. Should my son predecease me or not survive me for a period of 30 days, then and in that event I direct that all of the rest, residual and remainder of my estate, real, personal and mixed of whatsoever kind and wheresoever situated, is hereby given and bequeathed to DAWN LAMPREY, provided that she survives me for a period of 30 days and was married to my son at the time of his death. Item VII. Should DAWN LAMPREY not qualify, predecease me or not survive me for a period of 30 days, then and in that event I direct that all of the rest, residual and remainder of my estate, real, personal and mixed of whatsoever kind and wheresoever situated, is to be sold and the proceeds derived therefrom are to be equally divided, PER CAPITA, between my GRANDCHILDREN Item VIII. I direct that neither the Executor nor the Executrix appointed under this Will shall be required to post any bond or provide any security to serve in that capacity. 2 i Item IX. I confer on my Executor, in addition to those powers granted by law, the following powers to be exercised in a prudent manner and applicable to all property constituting a part of my estate: A• To retain 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 principal of law limiting delegation of investment responsibilities by executors or trustees; B• To compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; ~• To sell at private or public sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; ~• To borrow from anyone, even if the lender is an executor hereunder, and to pledge property as security for repayment of the funds borrowed; E• To join in any merger, reorganization, trust or other concerted action of security holders, and to delegate discretionary duties with respect thereto; 3 1 r J X F• To employ and to rely upon the advice given by investment counsel, to delegate discretionary authority to make changes in investments to investment counsel, and to pay investment counsel reasonable compensation in addition to any fees otherwise paid to my executor; ~• 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; H• To procure and carry at the expense of my estate insurance of kinds, forms and amounts deemed advisable by my executor to protect my estate and my executor against any hazard; I• To commence or defend at the expense of my estate any litigation affecting my estate deemed advisable by my executor; J• To conduct alone or with others any business in which I am engaged or in which I have any interest at my death, with all the powers of any owner with respect thereto, including the power to delegate 4 I a discretionary duties to others, to invest o property held hereunder in such business and to organize a partnership or corporation to carry out such business; and K. To distribute in cash or in kind. IN ~Z'NES3 ~RE~F, I' M~RT~ J. LAI~REY, have to this my Last Will And Testament hereunto set my hand and seal this ~`?~ day of ~~..~~~.~ ~ -~ 2000. -~ UuL ~i .~-y SA J~ LAMPRE SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, 1~RTHA J. LAI~REy, as and for her Will, in our resence p at her request, in her presence, and in the presence of each other, all being present at the same time, have hereto set our hands as witnesses: NAME .~1~~~,~) RESIDING AT S`. ~ .~u~ ~Ct /7~ lv ~. NAME ~ ~~<~ %~; RESIDING AT 5 STATE OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I' b~iRTHA J• LAI~REy, having been dul according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. ~ ~~~~~ A J LAMPRE We, having been duly qualified according to law, depose and say that we were present and saw MARTHA J. LAML~REY sign the foregoing instrument as her Will; that she signed it as her free and voluntary act for the purposes therein expressed; that we in her sight and hearing and at her request signed the Will as witnesses; and that to the best of our knowledge she was at the time 18 years or more of age, of sound mind, and under no constraint or undue influence. ~~~~ Witness ~ ~ ~~~--_ Witness Subscribed, sworn to, or affirmed, and acknowledged before me by the above-named testatrix and by the witnesses whose names appear, on this day of _ Jr,~.~ 20 ////// //-, (~(J1GG~ Notary Public .. -~ JIdOTA SQL iNIL11ABA H. BtR'~!~~~}?S7~!N, Plotary 1't;bliv f~lRt ~!!1R~h~~ J ~~4rP•~ ~Utit~,°~3(T~ 4ys). ': ~Y Commission ~l~ras ~7a~~ia ~ 3 6