HomeMy WebLinkAbout05-28-13 (2) J 1505610105
REV-1500 Ex`°'"„F°1�
PA Department of Revenue Pennsylvania �FFICIAL USE ONI.V
Bureau of Individual Taxes ""'"`" County Code Year File Number
Po eoxzao6o� INHERITANCE TAX RETURN � I 1� ��
Harrisburq,PA 1'71z8-o6o1 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
��
02l28/2013 08/16/1924
�, DecedenPs Last Name Suffix DecedenPS First Name MI
Mehargue Jane A
� Qf Applicable)Enter Surviving Spouse's Information Below
. Spouse's Last Name Suffx Spouse's First Name MI
Spouse's Social Securiry Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Retum O Z. Supplementai ReNrn O 3. Remainder ReNm(Date of Death
Prior to 12-13-82)
O 4.Limited Estate O 4a FuNre In[erest Compromise(date of O 5. Federal Estate Tax Return Required
tleath after 12-72-82)
� 6. Decedent Died Tes[ate O 7. Deceden[Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Tmst)
O 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 1 L Ele�on to Tax under-3ec.9113�y
Behveen 1231-97 and i-1-95) (A h Schedule 0�..-> ��°- ��
r:^7 .
CORRESPONDENT- THIS SECTION MUST BE COMPLEiED.ALL CORRESPONDENCE AND CONFIDENiIAL TAX INFORMAT�!SHOULD BE D1�TED_iG� ��>
Name Daytime�p�epbCn�-tjlumbet-
Judy L. Kiser (717) 3�3-�g�i �
. .
RERLIT@R Of WILLS'fDSE ONqY"'�'
,� � :::' :.] _. "..
, � -. —
_s C'
FirstLineofAddress • ~ �� �'Y�
208 Hearth Rd � �' 1-n
Second Line of Address
City of Post Office State ZIP Code DATE FILED
Camp Hill PA 17011
Correspondent's e-mail address:
Under penalties of peryury,I declare that 1 have eramined this reWm,including accompanying schedules and statements,and to the best of my knowledge antl belieF,
it is ime,correct and complete.Declaration of preparer oMer ihan ihe personal represenfative is basetl on al�inFormation of which preparer has any knowiedge.
SIGNATURE PERSON RESPONSIBL�EJ,%FQR FILING RETURN DATE
�- � —L IS�J � - c,Z � "/
ADDRESS �
� D S' N ea-+1.. 2 /+r�.t A rt� P1k � 7o i�
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610105 1505610105
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p . R
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J 150567,0205
REV-1500 EX(FI}
RECAPITULATION
t. fteal Estate(Schedule A). . . . . . . . . . .. .. .... . . . . . .. .. .. .. .. .. .... . . .. . . 1.
2 Stpcksand Bantls{SchedWe e) ....................... ................ 2. 28,714_00
3. Glosely Held Corporatipn, partnership or Sole-Proprietorship(Schedule C) . . . . . 3.
4. Mortgages snd Notes Repeivabie(Schedule D).. ......................... 4.
5. Cash, Bank(7eposits and Miscellaneous Personal Property(Schedule E). . . . .. . 5. 1�,'�$OA�
8. Jo1nUy 4wned PropeRy{Schedule F) O Separate Biilirig ftequested ....... 6. 2$,149.0�
7. inter-Uvos Transfers&Misceitaneous NorrProbate Roperty
(Sahedule G) O Separate Billing Requested..... . . . 7, 14,927.00
8. Totai Gross Assets(totei�ines�through 7j..... ........................ 8. $�,�66.4�
9. Funeral Expenses and Administrative Costs(SChedule H). . . .. . . . . . . . . . . . ... 9. 2,097.OQ
'10. Debts of Dflcedent,Mortgage tiabilities and Liens{Schedule i)......... ...... 1Q. �j�$.Q�
11. Totel Deduations(rotal Lines 9 and 10}. . . . . . . . . . . . . . . . . . ....... . . . ..... 11. 2,C00.00
'12. Net Valua of Estate{Liae 8 minus Line it}............. ... .............. 12. 86,366.04
13. Charitable and fiiovemmental BequestsiSec 9N3 7rusts for which � �
an election to tax has not been made(Schedule J) ....... . . . . . . . . . . . . . . . . . 13, 5,000.00
i4. Net Yalue Subject to Tax(Line 12 minus Line 13} .................. ...... 14. $1,3fi6.04
TAX CALCULATIpN-SEE INSTRUCTIONS FOR APPUCABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,ar
transfers under Sec.9116
(a)(L2)X.0� 15.
16. Amount of Line 14 taxable � � �
at lineal rate X.0 45 ig, 3,&&7.00
'17. Amount of�ine 74 taxa6le - � � �
at sibiing rate 7(.12 17
18. Ampunt of Line 14 taxable � � �
at cullateral rake X.75 qg
19. 7AX DUE . . . . . . . .. .. . ... . . . . . . . . .. . . . . . . . .. . .. ................. . . . 19. ����7.00
20. Flt,i.IN THE qYAL IF YOU ARE RE4UESTING A REFUNp OF AN OVERPAYMENT p
Slde 2
�„� 15056102C15 15CIS610205 �
,..
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Jane A. Mehargue
STREETADDRESS ...-..- .--.. ..-.—.-. . ..-... . .-�--
325 Wesley Dr.
_ _._
#3202
GN -.-.... . I STATE .-... �'. ZIP
Mechanicsburg : PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (�) 3�gg7.0p
2. CrediGslPayments
A.Prior Payments .. . . . . _
___ __
B. Discount
. __-___---___ .. . . . .___
Tofal Credits(A+B) (2)
3. Interest
(3)
4. If Line 2 is greater than Line 7 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a retund. (q)
5. It Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3,667.00
Make check payable to: REGISTER OF WILLS, AGENT.
.'. .� � .x _ .r , :,S,,.. 4^ �,'a'".,',' T� a s�3;�„;,f . ; v,��s"�r�,P'.uzf�.�+�w'j'1^4.�a�"�w��,+"�"z.���a�k�ra�,e�;;�'";€ C'.tt�.Y�ia.'r,s�'r""s..b#.�i'i ,.
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 paymenfs,benefts or care?...................................................................... ❑ �
2. If death ocarred after Dec. 12, 1982,did decedent transfer property within one year ot death
without receiving adequate consideration?.....................__..............................._......................_............................ ❑ �
3. Did decedent own an"in tmst 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 benefciary 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.
.. . . t ..3., v i ��:-s., 1,m�e-.,...S ,,i �-:� 'N'.s"`k �,:+`,?.xry, l;"' '.
For dates of death on or after July 1, 1994,and before Jan.t, 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
p2 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 disclasure of assets and
fling a tax retum 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 hom 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)(12)].
• The tax rate imposed on the net value oi transiers to or for the use of the decedenPs 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.
REV�i5o3 Ex+(8-�z)
fij pennsylvania SCNEDDLE B
u' DEPARIMENTOFReVENVG
INHERITANCETAXRE7URN STOCKS & BONDS
RESIDEN7 DECEOENI"
ES7ATE QF FILE Nt7M8fR
Jane A. Mehargue 21130294
Aii praperty jointiy owaed with rigM af survivorship must De disciosed on Schedule F. �
ITEM VALUE A7 DATE T
NUMBER DESCRIPTION _ _„ OF DEATH _�
i PPL 982.892 Comman shares 28,71 Q.00
/��c�s N.�,,^ J �4G3z61Z.
�
�
�
�
�
TOTAL(Also enter on Line 2, Recepikalation)�$ z8.71Qp0
If more space is needed,insert eddiUonai sheets of the same size
REV���i5o8 EX+(o8-IZ)
�i�j pennsytvania �►�MEDULE E
d�, oernr�'rwErvroFHevervue CA$H� BANK DEPOSIT$ $t MISC.
i"HEH�T^"�E T^x RETUR" pERSONAL DROPERTY
RES[DENT DKEDENT
ESfATE OF: FItE HUMBER:
Jane A. Mehargue 21130294
J Inciude the praeeds of litigation and the date the pmceeds were received by khe estate.
dII property joiMly awned w�th�ight of survivarship must I�distlosed an Sctredule F.
ITEM � VALUE AT DATE
NUMBER DESCRIPT[ON _ Of DEATH
u4 1. Cash 144.00
2. Fumiture 7,000.00
3. CostumeJewelry ` 1,040.Od
q, Clothing, Shoes,Scarves,Purses, Lingerie 3,000.00
g. Decora6ve Items,lamps F,500.d0
g, Pictures 1,5tl0.00
7. Smail Appliances A�0.00
g_ Food,Paper Products 25p.q0
g. Armed Forces Insurance Exchange(prorated remittance of renter's Iiability insurance) 95.00
14. Armed Forces lnsurance Exchange(prorated remittance of rentets insurancej 125.0�
��, PPL Dividend Check 343.00
�2. ATT Qiv�lend Gheck 243.00
13. WGL Divitlend Check 17.00
�4_ WGlOividend Check 147.00
15. Pet Deposit(Bethany Village/Asbury) Spp.00
�
TOTAL(Also enter on Line 5, Rewpikulation) $ 17.180.00
If more space is needetl,use adtlitionai sheets of paper of the same size.
REV-r5o9 EX+(qi-io)
pennsylvania SCN�Ot11.E �
°E'°",ME�r°FAE�EN�` )OINTLY-0WNED PROPERTY
INHEICCfANCE TAX NE7URN
RESIDEM OECEOFM
ESTASE OF: FILE NUM6ER:
Jane A. Mehergue 21�30294
..._...._ ri an a�k became joiMty cwned wkhin am ytar of dm detedeisYs date ef death,&m�wt be rePo�d on Schedule G.
� SURV[VING 701NT TENANT(5}NAME{S) ADDRESS RELAIIONSHIR TO DECEDENi
A�Janeanne Mehargue 274 W. Deer Park Rd. Daughter
Gaithersburg, PAD 20877
g'Susan L. Mehargus P.O. Box 30243 Daughter
Edmond,OK 73003
C.
Judy l. Kiser 208 Hearth Rd. Daughfer
Camp Hill, PA 17011
70INTLY OWNED PROPERTY: �
IETtER DATE DESCAIP'f10N OF PROPERTY � %OF 6ATE OF DEATH
REM Wft]OtNT MACE Itaa.UDE NAME OF fSNMKSAt INSRNfiON AND BANK ACCOtINT NIRMBER OR SiMllFR DATE 9Y DEATfi UECEOENPS VAtilc OP
NJMBE,2 TENANf lOZNT tOENRFYi*!6 NtkiBER.ATTACN 0[FD Fffi210tN'RY FfftD R�A1 ESTATE. VAUIE OF ASSET tNTEFEST t�CEOH�'T5 VdtERESf
i' Q' OB/OS/OB Prudeniial Jen Utility A,Fund#Op09-2809271075 1831.392 shares 23,112.00 25 5,77$.00
2. A 081051Qfi Pn�dentiai ks�t AIIoc A Fund#0296-2$09271075 1647.919 sh�es 1d,419.� 25 3,fi06.06
3. B 08/05/O6 Prudential Jen Utility A,Fund#0009-2809271075 1831.392 shares 23,112.00 25 5,�78.00
4. B 68t05t06 Prudentiai Asset Ribc A Fur�d#0296-2809271075 1047.9t9 shares 14,419.d0 2b 3,605.OD
5. C 08105/OB Prudential Jert Utility A,Fund#OOp9-2809271075 1831.392 shares 23,112.00 25 5,778.Qp
6. C OB/05N6 Pmdeniiai Asset Alloc A Fond#6296-2809271076 1D47.919 shares 23,112.00 25 3,605.00
TOTAL(Also enter on Lfne 6, Recapitulatfon) $ 28,�49A0
If more spaca is rreeded,use additionai sheets of paper of the same size.
REVd510 EX+ (OH-09J
,�i pennsylvania SCHEDULE G
� oEPnArrneNr oF r+e�e�uE INTER—VIVOS TRANSPERS AND
�""ER�T""cET"XRET°R" MISC. NON—PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Jane A. Mehargue 21130294
This schedule must be completed and filed if the answer[o any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM mawemexnneo��rveiaaxsra�,�rve�aa�unoesn�ProoKmer�rnrvo DATEOFDEATH %OFDECD'S EXCWSION TAXABLE
NUMBER �rvEOarzormausrEa. aTrqancorroFirEOaoFOaaEa�es�ah. VALUEOFASSET INTEREST pFawurne�l VALUE
1. Lincoln Financial Group (Policy#0007534566),Janeanne Mehargue,Susan 2p,506.00 25 1,000.00 a,627.00
Mehargue,Judy Kiser,beneficiaries of policy,daughters of decedent,4/2013
2 Washington Gas Light Holdings,Inc.(#C0000113280),Susan Mehargue,Judy �6,641.00 1/3 1,000.00 a,5ai.00
Kiser,JT of stock,daughters of decedent 8/2012
3 American Telephone&Telegraph,(#C1002945416),Janeanne Mehargue, p�,036.00 25 1,000,00 5,759.00
Susan Mehargue,Judy Kiser,JT of stock,daughters of decedent 8I2012
TOTAL(Aiso enter on Line 7, Recapitulation) $ 14,927.00
If more space is needed, use additional sheets of paper of the same size.
__
REV�L511 ER+ (11)-09)
�� pennsytvania SCHEDU�E H
nernHrneNroiaevervue PUNERAL EXPEN5ES AND
INHERITANCE'INX RFfURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Jane A. Mehargue 21130294
OecedenCS de6ts must be reparted oe Schedule I.
-- iTEM —T
NUMBER DESCRIPTION _ .. _„AMOUNT
n. FUNERAL EXPENSES:
�' Auer Cremation Services 519Aa
z. Auer-Patriot News(obi6uary) 281.00
3. Stephenson's Ffawers(floral spray for tuneral) 32.00
a. PastorGrantEaton {eulogy} 350A0
s. Pastor Carl Peterson(eulogy) 100.00
s. Alfred Udoria's Rsstaurant(dinner after funeral for family 8 relatives) �7���
8. ADMSNISTRAT3VE COSTS:
i. Personal ReOresentative Commissians:
Name(s)of Personal Representative(s) „ . ,,,,
StreetAddress _____,_„__
City .._ ... ....._ _---.._ _ ... .. .
._. ___- __ .__— State .._ I .__.__—.___....
Year{s)Cammission Pa+d:
2. Attom2y FeeS:
�
3. Pamily Exemp[ion: (If tlecedent's address is not the same as[IaimanPs,attach explanation.}
Cfaimanf
Street Address
City .__._ . . . State...____zIP..._.. . . ...
Relatians6ip af Claimaot to Decedert
4. Pmbate Fees:
279.00
s. Accountant Fees:
6. rax aeturn Preparer Fees: 18Q.00
� Crystai Hackett,CPA, 110 Bergner St,Herrisburg,PA 17110 j#25-1735300}
TOTAL(Also enter on Line 9, Recapitulation) ; 2�097.00
� If mvre space is needed,use additionai sheets of paper�f the same size.
REV47J1•7 EX�(608)
SCNEOIJLE 1
1 pennsylvania u�s�r,aamg i, aa�s z,oa�.v t��
oernArwErvr o�AeveNUe ��g� 4E d��E���� proportionate method of tax computation.
MORT6AfiE LIABILI*IES, �! LIBNS
INHEflRANCE TAX REfURN
NQNRESIDEN7 DECEDENT
ESTATE OF FILE NUMBER
Jane A. Mehargue 21130294
Part 1 must inciuds mortgage Rlabitities, Iigns and ta�ces agal�tst the Pennsytvania reaity that x+ere due aru!
owed as of the date of decedenYS death.
Complete PsR 2 ONLY when tha proportionate meU�od of tax computatlon is elactsd.
ITEM
NUMBER DESCRIPTION AMOUN7
i.
toru �►t�r � ; o.oa
��M DESCRIPTION AMOUNT
NUMBER
t Bethany Village(final rent payment) 389_00
2. Verizon (final phone bill) 74.00
Cumberland County Per Capita Tax ��a
Harrisburg Pharmacy 35.0�
TOTAL FARi 3 ; 503.00
TM'�L (Also enter on Line 10, Recapitulation.) E 503.00
{t#rtwre space is nseded,use additianai sheets of paper of ihe same size)
f�v-�r3r-r IX.t�!
REVERSE
� pennsylvania ser�touu �
DEPAHTMENT pF FEVENUE �N�����R,�
1NHEALT'hNCE TAX NE7URN
NpNHESIDENT DECEDENT
ESTATE OF PILE NUY9ER
Jane A.Mehargue 21130294
� When flat rate method is elected, list khe beneticia�es of tha Pennsylvania property.
When proportfonate method is eFSCted,list all beneficiariea.
s�una+swcm
�M DECEDEN7 AMWNTORSHARE
NUMBER NAME AND ADDRE3S OF PERSON(S)RECENING PROPERTY po Nol List Tru�W�s) OF E57ATE
� I. TA)tA6tE 64STRIBUT10N51���� ���%��.2N8{a�12I1
9.
ENTER OOt1ARA.M4t)NTS FOR Ot3TR�U'tI0N5 SF�44NABOVE IXi REV-1737 CWER 31#E7IX2 T'FtE PROP4R710NATE hffTtK7p WORttSttEETON"Ft3E PEVF.RSE�C#
OF REV-7737 COVER SHEET,AS APPRGWRIAiE.
II. NqN�7A%ABLE DISiRIBU710N3:
A. SPOUSAL DISTRIBUflONS UNDER SECTION 2713 fOR WHICN AN ELECTION T4 TAX IS N4F BEING AiADE
�.
$. CHARITABLE AND GOVERNMENTAL OISiR18tITfONS
� Trinity United Methadist Church, New Cumberland, PA 17070 2,500.00
2 Triniry United Methadist Church, New Gumberiand, PA 17070 2,500A0
TOTAt OE MR1' II �r�pp0.00
{Erzter tWel zwn-ta�cabie dFSMbiAiGns a�LinB 13 of R£Y-S737 cover Sheet.}
(ii more space is needed,use additionai sheets of paper of the same size}
A TRUE COPY FROM RECORD
In TestNnony wtw�� 1 hereuMO
aeR�fiy Fia�d and tl�e sNJ
d aaidtC�arct�t CaAMM.PA
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`�7.
J �a6u��iiEfA�C�MY c�
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LAST WILL AND TESTAMENT �' �: � � '
_ �.. r, _.
OF - • t--
JANE A. MEHARGUE
I, JANE A. MEHARGUE, of Fairview Township;� York Courity`;;
Pennsylvania, make, publish and declare this as and for my Last
Will and Testament, hereby revoking all other Wills and Codicils
heretofore made by me.
FIRST: i devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, unto my husband,
DAVID G. MEHARGUE, provided he survives me by sixty (60) days.
SECOND: Sliould my husband, DAVID G. MEHARGUE, prede-
cease me or die on or before the sixty-first (61st) day following
my death, I devise and bequeath all the rest, residue and remain-
der of my estate of whatever nature and wherever situate, includ-
ing any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, JANE ANNE MEHARGUE, SUSAN L. KING and JUDY L. KISER.
Should my daughter, JANE ANNE MEHARGUE, predecease me, I direct
that her share under this, my Last Will and Testament, pass, in
equal shares, to my daughters, SUSAN L. KING and JUDY L. KISER.
Should my daughter, SUSAN L. KING, predecease me, I direct that
her share under this, my Last Will and Testament, pass, in equal
shares, to my dauqhters, JANE ANNE MEHARGUE and JUDY L. KISER.
�� Should my daughter, JUDY L. KISER, predecease me, I direct that
'd�
"�; her share under this, my Last Will and Testament, pass to her
�� issue per stirpes by representation.
� ' THIRD: Should any of my grandchildren not have
attained the age of twenty-five (25) years at the time for
�� distribution to him or her, I give, devise and bequeath the share
: of each such grandchild to my hereinafter named Trustee or
1. �. Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and
reinvest the shares so r.eceived. and to use and annlv from time
. �
to time such portion of income and principal for the said grand-
child's education (including colleqe, trade school or other
similar training or education) , as my Trustee or Trustees, in
their sole discretion, deem advisable.
Any income or principal not so applied shall be dis-
tributed to each grandchild when he or she attains the age of
twenty-five (25) years. In the event any of my grandchildren die
prior to the termination of the Trust set forth herein for their
benefit, the interest of my grandchild in said Trust shall cease
with any income and principal being divided evenly between or
among that deceased grandchild's natural brothers and sisters or
the separate trusts established hereunder for their benefit and,
in the absence of any natural brothers and sisters, to my other
grandchildren in equal shares.
FOURTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
� legally sufficient instruments for transfer of the property and
*� to receive the proceeds of any disposition of it.
,
(B) To partition, subdivide, or improve real estate
�\ and to enter into agreements concerning the partition, subdivi-
�.� sion, improvement, zoning or management of real estate and to
� � impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, includinq
'i � �' stocks, common trust funds and mortgage investment funds, without
i ,
�
. , -
restriction ta investments authorized for Pennsylvania fiduci-
aries, as are deesned prpper, withaut regard to any principle of
diversification, risk or praduetivity.
{E) To exercise any option, right or privilege granted
in insurance poliaies or in othe� investments.
(F} To exeraise any eleotion ar pziuilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, persanal inaame, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
{H} Ta borrow money from themselves ar athers in order
ta pay dekrts, taxes, ar estate or trust administratian expenses,
ta protect or improve any property held under my wili., and far
investment purposes.
(I) Ta select a mode af payment under any qualifiect
retirement plan (pension plan, profit sharinq plan, employee
stock ownership plan, or any other type nf qualiPied plan) to the
extent the plan ar the law permits them to da so, and ta exercise
any other rights which they may have under the plan, in whatever
manner they censider advisable.
FIFR"ii: I nominate and appoint SUSA23 L. I{ING, as
Trustee of the hereinabove desaribed trusts. In the event of the
death, resignation or inability to serve far any reason whatso-
ever qf the said SUSAN L. KING, Z nominate and appoint JUDY L.
w ItISER, Trustee of the hereinabove described trusts, who shall
\;,
; ,.serve withaut bond and shall receive fair or reasonable compensa-
•l:' tion.
�' SIRTH: I direot that a11 inheritance, estate,
transfer, successian and death taxes, af any kznd whatsoever,
which may be payable by reason of my death, whether ar nat with
� respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
SEYENTH: All interests hereunder, whsther principal or
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income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
EIGHTH: I nominate and appoint my husband, DAVID G.
MEHARGUE, Executor of this, my Last Will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said DAVID G. MEHARGUE, I nominate and
appoint JANE ANNE MEHARGUE, SUSAN L. KING and JUDY L. KISER, Co-
Executrixes of this, my Last Will and Testament. I direct that
my Executor, Executrix or Trustee, as the case may be, and their
successors, shall not be required to post security or a bond for
the performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this i day of
,:,i,.�, �.. - , 2000.
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JANE A. MEHARGUE
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
'� resence who at her re uest in her resence and in the
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`;, ` presence of each other, have hereunto subscribed our names as
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' j attesting witnesses.
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