HomeMy WebLinkAbout02-07-13 (3)rJ 1505610101
REV 1500 ~"°'-'°' 1~1
enn bania OFFICIAL USE ONLY
PA Department of Revenue PEap SY Counry Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN a~
PO BOX z8G60t 2 1 1 2 0 0 7 1 ®R
Harrisbum. PA 17128-G60~ RESIDENT DECEDENT !-
Date of Birth MMODYYYY
1 2 2 1 1 9 1
Decedent's First Name MI
Spouse's Last Name Suffix Spouse's First Name MI
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.:k.NM,e .w,,. ~ ». .. .,
Spouse's social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
g ,~ ~ ~ ~ ~ REGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
~ 1. Original Return O 2. Supplemental Return
q 4. Limited Estate
q 4a. Future Interest Compromise (date of
death after 12.12-82)
O 3. Remainder Return (date of death
prior to 12-13-82)
q 5. Federal Estate Tax Return Required
~GISTER OF ~~ S USE Ql~Y
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Correspondent's a-mall address:
Under penalties of perjury, 1 tleclare that I nave examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. DeGaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
Robert H. Wertz
Cocklin Street, Mechanicsburg, PA 17055
DATE
~~
219 East Main Street, Mechanirchurn_ PA 17055 _
PLEASE USE ORI 1 AL FORM ONLY
Side 1
150561D101 1505610101 J
.~1
REV-1500 EX
Decedent's Name: Elmer H
RECAPITULATION
1505610105
Decedent's Social Security Number
....4ss;. . .
2 0:4~m0~5 ~ 50~7~1 ~8
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. ~~
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...... .. Z
1
h 8
8. 7) ...........................
throug
Total Grose Assets (total Lines ..
.
9. Funeral Expanses and Administrative Costs (Schedule H) ................. .. 9.'
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10.
11. Total Deductions (total Lines 9 and 10) ............................... .. 11. '.
12. Net Value of Estate (Line 8 minus Line 11) ...... ............... ....... .. 12.
13. Charitable artd Governmental Bequests/Sec 9113 T rusts 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.
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
a[ [he spousal tax rate, or
transfers under Sec. 9116 a-°°~ ~ '~)!'~ ~-
~
- z„°•~~~<''}~ .w~~H-.
(a)(1.2)X.OQ Q ~ Q~ 15.
16. Amount of Line 14 taxable ~ " ~"
at lineal rate X .0 ~ 5 6 ~ ~ 4 ~ 1 Q'' 16.
17. Amount of Line 14 taxable ,
at sibling rate X .12 ~ Q Q ~" 17.
18. Amount of Line 14 taxable
at collateral rate X .15 a Q Q 18.
t9. TAX DUE ......................................................... 19.
20. FILL IN THE OPAL IF YOU AREREQUEST4NG A REFUND OF AN OVERPAYMENT
7w9
7"'9
1'9
'~3
4
Side 2
15056101D5 15D5610105
O
___I
REV-1 e 3 File Number
Dece en s Complete Address: 21-2012-0718
DECEDENTS NAME
Elmer H. Wertz
-- - __ -
STREETADDRESS - --- -. _-- ._ - - --- _- _.--
5525 Wilson Lane
CITY - ._. _..- ---.... ----... ___.
STATE ZIP
Mechanicsbur ~ PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 34 , 044.35
2. CreditslPayments
A. Pdor Payments - __ 0.00
B. Discount
--._ _-- -- TotalCredits(A+B) (2) f1-f10
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the di0erence. This is the OVERPAYMENT.
Fill in oval on Page 2, line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 34.044.35
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 transfened or its income :...................................... ...... ^
c. retain a reversionary interest; or .................................................................................................................... ...... ^
d. receive the promise for life of either payments, benefts or care? ................................................................ ...... ^
2. If death occurred after Dec. 12, 1982, did decedent transfer property wRhin 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 fax 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 stilt applicable even 'rf 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(1.2) (72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent (72 P.S. §9116(a)(1.3)]. 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.
~E~b:TFEX . (1 -97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Elmer H Wertz SS~p 204-OS-1408 05/14/2012 21-2012-0718
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Fulton Bank, Checking Account ~p1068-33185, - principal balance as 10,725.80
of D.O.D.: $10,725.80; no accrued interest.
2 Highmark, - refund of premium. 84.74
3 Merrill Lynch Account ~k872-10390, - principal balance as of 594,787.02
D.O.D.: $594,323.35; dividends accrued to D.O.D.: $463.67.
4 Raymond James Financial Services, Account ~p49385690: - principal 171,395.05
balance as of D.O.D.: $171,395.05; no accrued interest/dividends.
5 SecurChoice, - pre-need funeral contract. 1,572.44
6 The Patriot-News, - subscription refund. 59.82
7 The Hartford, - refund of premium. 33.00
8 U. S. Treasury, - refund of 2011 federal income tax. 925.00
TOTAL (Also enter on line 5, Recapitulation) ~S 779, 582.87
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
~EV~-161~EX.(1 -97)
COM
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Elmer H. Wertz SS~k 204-OS-1408 05/14/2012 21-2012-0718
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Stone & Murray Funeral Home, New Cumberland, PA, - funeral 1,572.44
expense.
2 Stone & Murray Funeral Home, New Cumberland, PA, - printing 323.00
obituary notices.
3 Trinity United Methodist Church, - funeral luncheon. 376.89
8. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney's Fees Law Offices-Marlin R. McCaleb 16,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Cay State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 473.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal, - advertising Letters. 75.00
2 PNC Bank, - check printing fee. 17.99
3 Register of Wills, - filing Inventory and Appraisement. 30.00
4 Register of Wi11s, - reserve for filing Account, Releases, etc.. 480.00
5 The Patriot-News, - advertising Letters. 130.31
TOTAL (Also enter on line 9, Recapitulation) $ 19 ,479.13
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-~$~ ~ EX (Rev. 1-97)
~EV
191~EX
7
97
-
a (
-
)
SCHEDULEI
DEBTS OF DECEDENT,
COMMONWEALTH OF PENNSYLVANIA
RN
IN AND LIENS
MORTGAGE LIABILITIES
RESIDENT DECEDEN ,
ESTATE OF FILE NUMBER
Elmer H. Wertz SS~k 204 -OS-1408 05/14/2012 21-2012-0718
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Bethany Village, - account payable: room, board and medical 3,368.00
treatment.
2 Bethany Village, - account payable: room, board, medical. 35.00
3 Hampden Physician Associates, - account payable, medical. 126.06
4 Omnicare, Inc., - account payable, medicines. 15.19
5 PA Department of Revenue, - account payable: 2011 personal income 18.29
tax.
TOTAL (Also enter on line 10, Recapitulation) ~E 3 562.54
(If more space is needed, insert addaional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-7572 EX (Rev. 7-97)
-1513 EX ~ (9-00)
SCHEDULE)
BENEFICIARIES
Elmer H. Wertz SSdk 204-OS-1408 05/14/7012
~1_~n1~_mTn
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS(include outright spousal distributions,and
transfers under Sec. 9716(a)(12)]
1 Robert H. Wertz Son 189,135.30
900 Cocklin Street
Mechanicsburg, PA 17055
2 .Tames N. Wertz Son 189,135.30
1703 Bridge Street
New Cumberland, PA 17070
3 Ned C. Wertz Son 189,135.30
4824 Pleasant Grove Road
Lexington, KY 40515
4 Sandra Wertz Wallace Daughter 189,135.30
660 East Walnut Street
Hanover, PA 17331
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON R EV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOq WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHAgITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1$00 COVER SHEET S 0.00
to more space is neetleq insert atltlleonal sheets of the same size)
Copyright (c) p000 form software only The Lackner Group, I nc. Farm REV-}$}3 EX (Rev. 9-00)
__.-
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LISTENING IS JUST THE BEGINNING.'
August 10, 2012
Law Offices COf~FiDENTIAL
Mazlin R. McCaleb i1N6 ktbnrotion b~ h,,.iarr,~M..e~hed ax a matter of tlusiness courtesy
Frankeberger Place In ~'a'« ~ >'~ ejY'°'lr and E9 for yair confidential use only.
219 East Main Street ~ tlrnk turn~mg thss mrormation dove rwt represent or
P.O. Box 230 guarant+ae the accuracy, axnp4stanass ar r®fiabiHty of the
infortnatkn provkled. t9o n+apa;faibi+ity is eesur,:scS t,. the
Mechanicsburg, PA 17055 ink ~ ~ ~ ohs
any en}MOUO~ ^r a;®rY~s. ;. ry, ~r;sro;
herein exp;weed is scbi~t ~o rh<;t,~<,= . ,., ,~~;.~r
Deaz Mr. McCaleb,
RE: Elmer H. Wertz, deceased May 14, 2012
In response to your recent inquiry concerning the accounts maintained in the name of the
decedent, please be advised that the following account was open at the date of death:
Checking #1068-33185 Date of death balance $10,725.80,
opened 8/29/82,
titled in his name alone with Robert H. Wertz as
Power of Attorney
If you have any other questions, please feel free to contact me at (717) 327-2497.
Sincerely,
~ta.~
Joshua A. Groff
Credit Confirmation Processor
Schedule E.1 1.800.FULTON.4 fultonbank.com
Fulton Bank, N.A. Member FDIC. Member of [he Fulton Financial Family.
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FORM 1
(a pre-arranged funeral program administered and endorsed
by the Pennsylvania Funeral Directors Association)
PARTI
r/ - rC c~.S
- 3~ 9{'. j
Pre-Need and Individual Trust Agreement
("The Agreement")
~~.~.,,~-T~~hisVVAgreement is made this I~~ ~ 1 / ~ by aGnd~betw~ee~n
Funeral Homed~7/u~+~ ~ ~~~r ,,~~r'~'-~7~E t'"~""°' ~)
Address ` D'~ L~~ /cc-~+--' ~iCJ~Os'~/i t .
BUS SS~~A~~DD~~RE~~S eSr~~y ~~fj~U _
and the Purchaser jC1~L ~ ~'r"y`~` ~~ ~/y~~`~ "`~ ` ^~
(hereinafter "You') NAM~r ~ ~ 't ~ D/O ~ SyO~C~~IAlL~jS_E~C/U/~+R_ITY a
~ ADDRESS
for the Benefit of
(I} Bene}IClary'a NAME D/O/B SOCIAL SECURRV N
is different from -----
the PUrChaeer) ADDRESS
~7 (F)
//~
(M) (~
ANNUAL FlNANCE Amount Financed Total of Payments Total Sale Price
PERCENTAGE CHARGE The wnoum d anAA TM emowUYOU wlA Mva The loin con of r
RATE Tte dolor anvwm me prwgsd rovou ar on Peld rmer YOU hrva maW purcluea on
wean wa wl rev Your twren. al paYrneMa as echedube. Ip ~n
r
Tna mn a vour cred'n . l o
ea a yearly ram. f
o.oo ~ o.oo^~ g g $ / y
If not paid in full, Your Payment Schedule will be
No. o/ Amount of When Payments Are Due
payments payments
$ Monthly beginning
w ow wv
See reverse side for any additional information
about Nonpayment and default.
Vou barely agree to buy end Funeral Home hereby agrees to sell the funeral goods ('Memhendise'), funeral services ('Services') and cash
atlvence Items br 3rd Rartyclrerges ("Cash Adyencea'). whph ere deacnbed In Itemizetl list attached as Ezhlbit A for a Total Sale Price of
$ _ (sea peregrePh 5 on the ra/eree side for price details)
Aber payment M the Total Sale Pdce end ell Omer payments required to ba made, the Funeral Homa will render, upon the deem of the
Beneficiary, all ma Merchendlse. Services entl Cash Advances described on attached Exhlblt A. This Agreement is subject to the terms end cron-
ditions shown above and on ma raverw side of mis page, which you have reed end accepted.
V~reby elect mat mis Agreement shall ba:
ImvocabN upon payment in full of the Total Sale Pdce Revocable by Vou at Your option at all times
You die Funerel Home agree that Servlcea end Merchentllse shown on Ezhlblt A are:
Owrenteed try me Funeral Home upon tlmely payment of the TOtal Sale Pnce -Not Guarentaatl by the Funeral Home
Voooluua~~end the Funeral Home agree met Cash Advances shown on Exhlbh A are:
6wrenleetl by the Funeral Home upon limety payment of the Total Sale Price _ Not GuareMaed by the Funeral Home
E CLUSION WARRANTIES: THE FUNERAL NOME Is NOT PROVIDING TO YOU ANY WARRANTY OF MERCHANTABILITY OR
WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE FOfl THE MERCHANDISE.7hs only wamntles You en raeelving for dra
MareherMlae ate lM sxprew wrdNn wamMks, U any, whkh are proWded try Na menufaclurers of Me Men:hendlsa sold to Vou under
thla Agreement Onty ihs msnuheWrn shell haw arty Ilehlltty mYOU unWr ouch wemntlea.
Vou and me Funeral Home have signed mis Agreement on die day ertd year wntten above end intend to be legally bountl. By signing this
Agreement, me Funeral Home, as agent br me Pumheaer, heretry agrees [o eslabllah an indWiduel trust with the Trustee untler the Master
Pre-Nl//e/e/d/~l/'~~}u~-st Agr~e~~y~~eyPPPy/~~~e```//nt~~'/J/~~--(---m~~e'Mestar Trust') between the Funeral Homa end 1M( Tr,^ust)ee (the'Truet'). \(~[~ / /'
//-~~ Sign(a~tu~re o~f Li}cen~se./d1Fun rector ~~ Signature of Purchaser
License Number of Purterar DMeF:lor
___-8O&7ECTTOTEHMS-AHD CONDmON56N7iEVERSE 6IDE>Yeu Mmowkdga eacdptofacomplNSleopy harmt You.riu DUwr..mev
cancel this trensacdon at arry dms Odor to mIMIgM of tlAS third businsas day ader the tley of this kanaeetlon. gee the attached Notice
of Cancelladon Wrrrl for an explansllon of this dght
PART II
The Trustee hereby accepts the Trust herein created for the Beneficiary under the Master Pre-Need Trust Agreement
with the Funeral Home.
PNCi3a~th National4ssoDia~it ~ALi _ _ Il-/S' cS ___
BANK IZED PERSON DATE
Whoa Copy-PFDA Ye110W GOpy-FUnerel nOTe Yme copy-rumneao
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$etllany Village
325 Wtsley Drive
Mechanicsburg, PA 17055
31X1834
Robert Wertz
900 Godctln Street
Mechanicsburg, PA 17055
25117
Page: 1 of 1
05/07/2012
V~rtt; Eirrter H
-~-~ PLEASE DETACH AND RETURN UPPER OR t3N'VVfTH R R ' ~ E -'--
Wertz, Elmer H Assisted LhAng, OSI0712012
05/01/2012 5/3112012 ssisted Vving Rodm aini 8aard 31,OD Day
05/01/2012 5/31/2012' BV Phone Plan A 1,00 Each
o~~~~
Donne Colan at 591-8029 with any
5,
~33
Schedule I.1
( ~SBURY
]3~T%~ANY ~'
VILLAGE
Anticipate More
325 Wesley Drive
Mechanicsburg, PA 17055
315015 25117
12/18/2012 $35.00
Robert Wertz
900 Coddin Street
Wertz, Elmer H
Mechanicsburg, PA 17055
__
PLEASE DETACH AND RETURN UPPER PORTION 1MTH YOUR REMITTANCE
Wertz, Elmer H Assisted Living
04/30!2012
Payment Received (525/2012)
05/012012 05/312012 Assisted Living Room and Board
Please wntact Donna Colon at 591-8029 vrith any billing questions. Thank you.
06/08/2012
1 1
06/082012
$6,007.00
-3,368.00 $2,639.00
-2,604.00 $35.00
$35.00
Schedule I.1
'- '~,
LAST WILL AND TESTAMENT
OF
ELMER H. WERTZ
I, ELMER H. WERTZ, of 1003 Bridge Street, New Cumberland,
Pennsylvania, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils by me at any
time made.
ITEM I:
I direct that all inheritance
and estate taxes becoming. due by reason of my death, whether such
taxes may be payable by my Estate or by any recipient of any property,
shall be paid by the Executor, from property passing as part of the
rest, residue and remainder of my Estate, as an expense and post of
administration of my Estate. The Executor shall have no duty or
obligation to obtain reimbursement for any such tax even. though on
proceeds of insurance or .other property not passing under this Will.
In the absolute discretion of the Executor, such taxes may be paid
immediately or may be postponed on future or remainder interests until
the time possession thereof accrues to the beneficiaries.
ITEM II:
I direct the Executor to pay
expenses of my last illness .and .funeral expenses from property
passing under this Will as an expense and cost of administration of
my Estate.
ITEM III: If my wife, SARAH MURPHY WERTZ,
survives me, I give, devise .and bequeath~to her all my property,
.real, personal and mixed.
Page 1 of 5 pages . ITG
~~
ITEM IV: If my wife, Sarah Murphy Wertz,
does not survive me, all my property, real, personal and mixed,
shall be divided into as many shares as required in order to make
the following disposition, and
(a) I give, devise and bequeath one such share
to my son, ROBERT H. WERTZ, or to his issue per stirpes;
(b) I give,. devise .and bequeath one such share
to my son, JAMES M. WERTZ, or to his issue per stirpes;
(c) I give, devise and bequeath one such share
to my daughter, SANDRA WERTZ WALLACE, or to her issue
per stirpes; and
(d) I give, devise .and bequeath one such share
to my son, NED C. WERTZ, or to his issue per stirpes.
ITEM V: In settlement of my Estate,. the
Executor shall possess, amonq others, the following. powers:
(a) To vary or to retain investments, when. deemed
desirable by the Executor, and to invest in bonds, stocks,
notes, real estate mortgages or other securities or in
other property, real or personal, without being restricted
to so-called "legal investments" and without being limited
by any statute or rule of. law regarding investments by
fiduciaries;
{b) In order to effect a division of the principal
of my Estate or for .any other purpose, including any final
distribution,. the Executor is authorized to make said
divisions or distributions of the personalty and realty,
partly or wholly in kind, at a fair value. determined at the
date of division or. distributioh, and if it appears. desirable
Page 2 of 5 pages. ~ZL~?~~'_, ~~L
..
. .{
to partition any real estate,. the Executor is authorized to
make, join in .and consummate partitions of lands, voluntarily
or involuntarily, .including giving of mutual. deeds, recog-
nizances, or other obligations, with as complete powers as
an individual owner in fee simple;
(c) To sell, either at public or private sale and
upon such terms and conditions as the Executor. deems
advantageous. to my Estate, .any or all real or personal estate
or interest therein owned by my Estate severally or in con-
junction with .other persons or acquired after my death by the
Executor, .and to consummate said sale or sales by sufficient
deeds or .other .instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all trust
and without obligation or liability of the purchaser or
purchasers. to see to application of the purchase money or
to make inquiry into the validity of said sale or sales;
also,. to make, execute, acknowledge and deliver any and all
deeds, assignments, options or other writings which may be
necessary or desirable in performing any power conferred
upon the Executor in this paragraph or elsewhere in my Will;
(d) To mortgage real estate and to make leases of
real .estate;
(e) To borrow money from any part, including. the
Executor, in order to pay indebtedness of mine or of my
Estate, expenses of .administration or inheritance, legacy,
Page 3 of 5 pages.
-~.
estate and other taxes, and to assign and pledge assets
of my Estate therefor;
(f) To pay all costs,. taxes, expenses and charges
in connection with the administration of my Estate;
(g) To vote any shares of stock, which form a part
of my Estate, and otherwise to exercise all, powers
incident to the ownership of such stock;
(h) In the. discretion of the Executor,. to unite with
other owners of similar property in carrying out any plans
for the reorganization of any corporation or company the
securities of which form a part of my Estate; and
(i) To do all .other acts, deemed necessary or
desirable, for the proper and advantageous management,
investment and distribution of my Estate.
ITEM VI: Any person who shall have died at
the same time as Testator, or in a common. disaster with him, or under
such. circumstances. that it is difficult or impossible to determine
who died first, shall be deemed to have predeceased him.
ITEM VII: If, at any time, any minor shall be
entitled to receive any funds hereunder, FULTON BANK (a bank with
its principal office in Lancaster, Pennsylvania, and with an office
in Harrisburg, Pennsylvania) or .its successors, shall act as Guardian
~ Page 4 of:5 pages. ~~ 4
~ r
!~ ~.
of the .funds payable to such minor at:d sh'a11 have full-.authority to,.
use such funds in .any manner it shall deem advisable for the best
interest of such minor.
ITEM VIII: I hereby nominate, constitute and
appoint my wife, SARAH MURPHY WERTZ, to be the Executrix .(designated
herein, for. convenience, as "Executor"). In the event of her death
or inability or refusal to serve, I nominate,. constitute and appoint
ROBERT H. WERTZ to be the Executor. In the. event of his. death or
inability or refusal to serve, I nominate, constitute and appoint,
JAMES M. WERTZ, to be the Executor. The Executor shall not be required
to give any bond or bonds.
IN WITNESS WHEREOF, i have sst my hand .and seal to this my
Last Will and Testament, consisting of this .and the preceding four {4 ).
pages, at the end of each page of which I have also set my hand for
greater security and better identification this / ~ day of J"/~G~LG~,
1975.
Page 5 of 5 pages. Y, (SEAL)
E mer H. Wertz
We, the. undersigned, .hereby. certify that the foregoing Will
was signed, sealed, published and declared by the above-named Testator
as and for his Last Will and Testament, in the presence of us, who,
at his request and in his presence .and in the presence of each other,
have hereunto set our hands and seals. the day and year above written,
and we certify that, at the time of the. execution thereof,. the
Testator was of sound and disposing mind and memory.
EAL) Residing at: ~ f'a~iGu.~ ~~
~~~ `~~~
(SEAL) Residing at: ~,3_ J~ ~~~~, f, ~~,,,~;,,~
(SEAL) Residing at: ~~~ Y'"-"~ ^~~