HomeMy WebLinkAbout08-21-14 , ESTATE NO. 21-12-1105
�
FAMILY SETTLEMENT AGREEME�tT AND FINAL RELEASE
IN THE ESTATE OF MARJORIE W.AUSTIN
KNOW ALL MEN BY THESE PRESENTS,that,WHEREAS,Marjorie W.Austin,late of
Cumberland County,Pennsylvania,died testa.te on September 20,2012 ,having first made her last
will and testament duly executed on November 29, 2005;
WHEREAS,the said Marjorie W. Austin, by the aforesaid last will and testament,named
Jeffrey S.Austin,Executor of said last will;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the
Registe� of Wills of Cumberland County, Pennsylvania, to the said Executor, Jeffrey S. Austin
hereafter collectively called the personal representative.
WHEREAS, the personal representative has gathered the assets of the estate of the said
decedent and the assets consist of personal and real properly,to a total value as set forth in Exhibit
"A",a copy of the Pennsylvania lnheritance Tax Return filed by said personal representatives,and
which has been provided to each heir;
WHEREAS,the debts and deductions,including the payment of inheritance tax in the said
estate are further referenced in Exhibit"A";
� WHEREAS,the balance for distribution has been reduced to cash and a note and mortgage
payable and is available for distribution in accordance with the terrns of the last will and testament
of the said decedent.
NOW,THEREFORE,KNOW YE,that we,being all of the named beneficiaries of the will
and the said decedent, do hereby each of us, acknowledge that we have this day had and received
� from the aforesaid personal representa.tive, in full satisfaction and payment of all sum or sums of
money, legacies, bequests, and d"evised as are given, devised and bequeathed to €,a,�h of us
� � �
� � �.
res ectively by the said will of Marjorie W. Austin in the amounts due us��r said�11, �
p t'r1�� �, c� G�a �
amounts we have received this day, in the amounts as set forth on E�ibit��ie�eto. ---s �
S� � 'N ;�,,.�g f"�.f
� � � � �
"'��,. . �
� i�
� '0 � � ,� `"q'I
, b C :��...::
4 � C.J �� �'�
�
�+► � � �
0 � ,
AND,each of us does hereby stipulate that in order to avoid the expense and time involved
in the filing of a formal account and schedule of distribution, we each agree that no account is
necessary and we do hereby agree that we do consent to distribution being made without the filing
of an account and schedule of distribution,the same to be with the sarrie force and effect as if they
had been filed and\confirmed by the Orphans' Court Division of the Court of Cumberland County.
THEREFORE,we and each of us,do hereby remise,release,quitclaim and forever dischazge
the said personal representa.tive,heirs,executors,and administrators and assigns of and from the said
estate and from all actions,suits,payments,accounts,reckonings,claims and demands whatsoever
for or by reason thereof,or for any other use,matter,cause or thing whatsoever,touching upon the
estate of the said decedent,and each of us do further hereby covenant and agree with each other and
the aforesaid personal repxesenta.tive, that we will contribute pro-rata, our share of the estate to
satisfy any and all claims,demands,suits,or causes of action which may be successfully prosecuted
against the said esta.te or aforesaid personal representative after the signing,sealing and delivery of
this family settlement agreement and final release.
IN WITNESS WHEREOF,and intending to be legatlly bound hereby,we have hereunto set
our hands and seals on the dates below indicated.
.
i
e . Austin
COMMONWEALTH OF PENNSYLVANIA .
: SS.
COUNTY OF CUMBERLAND . `
AND NOW, this �� day of �,,� , 2013, before me, the undersigned '
a
officer, personally appeared Jeffrey S. Aust , known,to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument,and acknowledged that he executed same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH P(�NNSYLVANIA � .
NOC�M�I S�al � � �
7enni�er S.Lind�Y�Not�Y Publk
Ca�sle Boro,Cwnbertand County
My C�mmis�on res,Nov.29,2015 1
MEMBER,PENNSYL ANU ASSOCUTtON OF NOTARIES
Stephen R. Austin
STATE OF ILLINOIS .
. SS.
COUNTY OF �do� :
AND NOW, this �� day of�k �� , 2013, before me,the undersigned
Y
officer, personally appeared Stephen R. Austin, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument,and acknowledged that he executed same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
, Public
os
��OFFICIAL SFA�." -
MARY JUQD
No�ary Public,3tate of IMirx�s
My Comtr��bn Expires 43r2411S
.
t�
�a •
1505610105
� IX(o2-is)(Fn LY
R�V�1 SOQ � o�cw�.usE oN
PA Department of Revenue �� County Code Y�r F�e� __--,
eureau of Indtv�dual Taxes INHERRANCE TAX RETURN ' ' . : ' �5 �
; ;
PO BOX�i u�i �g�DENT DECEDENT ' �� � � �� ' � '' -
Harrt
ENTER DECEDENT INFOR�AATION BELOW MMDDYYYY
3odal Security Number Date of Death MMDDYYYY Date of Birlh , _. _
--�
;0�-16-1742 � i ; 09/24/2012 J `04/20/1924 �
IDecedent's Last Name 1 _.....M....__�..�..._ Suffix � Decedertt"'s FlrstName_--------,._._.._____...._---, M�.,
�_.___._._ _ ___._.__....._.._..___�.. �� � ---� i Mar�J' ' ` �w ! -
�Aus�n __.______._..� �_______� i ._�_.____.__.—______.....--.---,---�1 _-- �
____�__�
(If Appiic�l��Enter Surviving Spouse's Information Belovv ^
Spouse's Last Name Suflix Spouse's First Name _._ . --- MI
� � i--' � ( i '
� `' � ' � ---- --� ---
3 . `_'___�_�� .
Spouss's Sodai Security Nu�er �.� �IS��MUST BE FIL�IN DUPLJCATE IMTH THE
, � ,
� REGISTER OF WILLS
,
FILL IN APPROPRIATE OVALS BELOW
� 1.Orig�al Retum O 2.Supplemental Retum O 3. P�r t�o 12- 3-82) tD����
0 4 ���� p 4a.Future Int�erest Compromise(date of O 5. Federal Estate Tax Retum Requ�ed �
death aRer 12-12-82)
� � 6 ��p�T�� p 7.Dec�dent Mah�rtained a Living Trust 0 8.Total Number of Safe Deposit Bcxes
(�Copy of Will) (Attech Copy of Trus�j. -
O 9.t.itigatlon Proceeds Received O 10. �P 2verty�it;D�of Deeth O 11. (�le�c���0 �.9113(A)
CORRESPONDEHT-THIS SECTION MU8T BE COMPL.ETED.ALL CORRESPONDENCE AND CONFlDENTW.TAX NIFORMA ��N �D�tECTED T0:
Name --- ------- ..— i
;David A. Baric, Esquire . _ ; :(717)249-6873 �
�
..---- -— �c�rER oF o�r�
g � � � n
� o
�rst une o�address _.---._—---- -- -----; �, = c� `�' —�'i o
�--- ---- , a t" � rn r�*�
:Baric Scherer LLC -- --_ ! a � �o N
�v v
a . � o c� _
Sec�o�d t.ine of Address _-.—- —.-� - -� ° c� � 3 '+1 .�
:19 West South Street ' � � � """
---- � -- —� � �� � n�
�city or Posc omce ,_._._. --.-- ---- .__ _state ziP_code._--._.__.._ _..___...o. _.._: r-- Q .
_ ---� --� ; � a�
�Cariisie ' '...PA_.._� ;47013 --�---�---�----a—�--�---? � �
__.�_.,.,..__.._....�._.__-�_____.___.._.___�-----._...�__._.�._ ._..� ----- ---�-� '
corrapon�s.-mau aadress:dbaric(�baricscherer com �
Un�p�a�l�a w p�y,r aeclare u�c�ra�e aocana�ad u,�s�s�m�Mx�d�w��rk+g°�uks ara�nts.a�d�u�e bs�orrr�►w�owis�lo.ana t�e�sr�
it i�htis.portsat and�npisbe.De�atlo�of ProP.�r°t�th�the psreond nipreesr�ve is bseed on e�N int�rrnatbn of which prop�x 1a�s�Y bawMdp�.
hs
S TURE OF RESPONSIBLE FOR FlLING RETURN DATE � '� '�
� an urg, Pennsylvania 17050 '
31 ENTATNE DATE O� '� '� _
. �
ADDRES3
19 West South Str+eet, Cariisle, Pennsylvania 17013
pLBA��U�L pRIt�INAL FORIN ONLY
Side 1
1505610105 J
� 1505610105 EXHIBIT ��A�� . -.
��
.
� 1505610205
REV 1500 EX(FI) DecedenYs Sodal Secx�rity Number -
_,
o„�r,r$�: Marjorie W.Austin 006-16-1742 �
�cAPnv�►noN
1. Real Estate(Schedule Aj. ............................................ 1.
2. Stocks and Bonds(Schedule B) ....................................... 2.
3. Closely Held Corporatbn,Partnership or Sole-Proprietorship(Schedule C) ..... 3. -
4. Mortgages and Notes Receivable(Schedule D)........................... a. 133,924.00
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5.
. �
6. JoinUy Owned Property(Schedule F) O Separate Billing Requested ....... 6. 49�516.00 I
7. Ir�er Vivas Transfers&Miscellaneous Non-Probete Property
(Schedule G) O Separate Billing Requested........ 7.
8. Total Qross Assets(total Lines 1 through 7)............................. S. 183,440.00
9. Funeral Expenses and AdminisVative Costs(Schedule H)................... 9.
' 16,831.80
10. Debts of Decedent,Mort�ge Liabili�es and Uens(Schedule I)............... 10.
11. Total Deductions(total Lines 9 and 10)................................. 11.
12. Net Value of Estate(Une 8 minus Une 11).............................. 12. 166,608.20
13. Charitable and Govemmentel Bequests/Sec 9113 Trusts for which
an electlon to tax has not been made(Schedule J) ........................ 13.
14. Net Value Su6�Ct to Tax(Une 12 minus Line 13) ........................ �a. 166,608.20
TAX CALCULATION-SEE INSTRUCTIONS FOR APPUCABLE RATES .
15. AmouM of Line 14 taxable
st tlte spousel tex�e,or _.
tren�ers under 3ec.9116
(ax1.2)X.0_ 15.
16. Amount of Line 14 taxable 7,497.37
at uneal�ate X.0 45 166,608.20 16.
17. AmouM of Line 14 taxable j
et sibUng rate X.12 I 17. {
18. Amount of Une 14 taxable
at cdlate�l rate X.15 18.
�s. TAX DUE......................................................... �s. 7,497.37
20. FlLL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � '
Side 2
�
1505610205 150561�2D5 J '
.
+
, .
5i •
REV 1500 EX(F{) Pape 3 FUe Number
Decedent'� Complete Address:
DEC
Marjorie W.Austin _
sn�Ernoo�ss �
227 Rich Valley Road �
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits: T,497.37
1. Tax Due(Pege 2,Une 19) ��� -
2. Cred�slPayn�ents 9,515.70
A.Prior Payments
B.Di�;ount 475.18
Total Credits(A+B) (2) 9,991.00
3. interest �3�
4. if Line 2 is gr�aber ihan Une 1+Une 3,er�er the di�erence. This�the OVERPAYMENT. �4� 2,493.63 �
Flli in ovd on Pap�2,Ur�e 20 to request a refund.
5. If Une 1+Line 3 is great�than Line 2,enter the di�erence.This is the TAX DUE. � (5) �
� Make check payabie to: REGISTER OF WILLS�AGENT.
PLEASE ANSVYER THE FOLLOWING QUESTIONS BY PLACING AH"X"IN THE APPROPRIATE BLOCKS
1. Did det�ent meke a transfer and: Y� �
a. retain the u9e or inc�ome of the property transferred.......................................................................................... � �
' ............................................ ❑ � �
b. retain ihe right to designate..who shaN use tl�e property transterred or its inc�me .
aretain a rev�y interest.............................................................................................................................. �
d. reo�re u,�r�r��o��r�y��,�r�a�re�..................................................................... 0 � :
a�er Dec.12,1982,did decedeM trans�er property withia one y�r�d�th .
2. If d�th occurred � �
3. decedent own�lrust�o o�o��nY��P�'�th bank acxount a securiiy at his a her death?.............. ❑ �
4. Did dec�ede�tt otim an�dividual r�t ac��annuity or other non-probate proPerlY,which ■ .
cor�ins a benefiiciary desi9natbn? .............................................
........................................................................... ❑ . ,
IF THE AINSWER TQ A�IY OF THE ABOVE t�UESTIONS IS YES,YOU MUST Ct�IIPLETE SCHEDULE G AND�ILE R AS PART OF THE REIURH.
.For dates of t�th on ar a�er Ju�y 1,1994,and before Jan.1,1995,the tax rate imposed on the net value of Uansfers to or for the�e of the survi�9 spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)l. .
For d�tes of death on or�arier Jan. 1, 1995, the�tax rate imposed on the net value of transfers b a for the use of the surviving spouse�0 Percent � ,
2 P.S.§9116(a)(1.1)(�].The statube does not exerr�t a t r�n s f e r t o a s u rv i v i n g s p o u s e f rom tax,and ihe statuto ry requirements�or disc�sure of as�a�s and
fiii ng a tax re�m are s 4 4��c a b�e even i f t h e su►v i v i n 9�w u s e�s�h e o n l y b e n e fi c�a ry. �
For dabes of death on or atb�'Jtdy 1,2000:
, ��ra� on the rret value of transfers from a deceased�hild 2� Years of age or younger at death to a for the use of a natural parent�an _
adop�ve{�rent aur�s�epparent of the chHd is 0 pe�ent[72 P.S.§9116(a)(1.2)]. _
• The tex rafie impoged on the net v��of�to a for the use of the d�denrs lin�i benefiaaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)l•
• The tax rate imposed on the net value of Ua�nsfers m or for the use of the dec�denYs siblings is 12 percent�12 P.S.§9116(a)(1.3)].A sibiing b dei�ed,
under Sedia�9102�as an individual who has at�ast one parent in common with the decedent,whether by blood a adoptbn.
.
. . � �
REV 1507 EX+(6-98)
scN�ou�E o
COMMONWEAITH OF PENNSYLVANIA MORTGAGES & NOTES
, IM-�RfTANCE TAX RETURN RECEIVABLE
RE8IDENT OECEDENT —
ESTATE OF FtLE NUII�ER �
Marjorie W. Aus�n 21-12-1105
AU property jointly�own�d with right of survivorship must be di:cl�ed on Schedule F.
VALUE AT DATE
ITEM OF DfATH
NUMBER DESCRIPTION . ...
. ... . .... . .
. . ... .. _....... . .. . .. ..._ .... .._... ......... .. ........_..._._..__.._... .. .
. 1,` �Matgage�d Note pay�le to M�jorie W.Austin from Manuel Femandez Garda and Amy Fem�dez 133,924.00
. ,.:::.,......:. .: .... .. . ... . .... . ........ .:_. ..:...: . ..::......_... . .
.. ,..
�dabed 05h5/06 recorded at Cumberland County Recorder of Deeds Book 1951,Page 2422 et seq. -
TOTAL(Also enter on Gne 4,Recapitulation) s 133,924.00
(If more space is needed,insert additlonal sheets of�e seme size)
.
��
� •
qE1l-f$Og EX+(01-10) .
pennsylvania. SCNEpt1LE F .
DEPARTMENT OR REVENUE �QINTLY-OWNED PROPERTY
II�ltITAP10E TAX RETURN ,
RESIDENT DECEDENT , —
FII.E NUMBER:
�A��: 21-12-1105
Maryorie W.Austin
It an a�at became jo1MIY owned within ono year ot the dacadent's dabs of deeth,it m�t be roported on Schedule G. ,
SURVMNG]OINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
.._...._ ..._
_....._. ...._... .... .._._.._.. .
A.Jeffrey S.Aus�n .+. � :227 Rich Valley Road S0n ..
� Mechanic�burg,PA 17050
e'Amy T.Ferandez
264 H Street granddaughter
. Cartisle,PA 17015
C. . ,
]OINTLY OWNED PROPERIY:
oESCr�rtoN oF�ao�nr � ,�o� o�o�o�►TM
� °� i����w.�srnurw�iwc eiu�c�coa�r ra�+eat oa s�wu� or►�oF u�►TM o�r's wu�oF
lTB4 FOR MADE ION VAI.UE OF ASSET pri�ST DEC�@IT'S INT�T
N T�IANT lOINT NUM�.ATTACH D�fOR JOINTLY HHD REAL ESTATE. • ... . . . .,.:
.. .. . .. . ............ ..._.
. .. ...... .. .. ........ .... .. .. .
i. A. � ... ,�StateFarm Bank � 93,347.00 50 � 46,673.00
� �Acct#1011150715
2. B 05I06Ia9 .: �Metro Bank 5,685.00 50° 2,843.00 �
: :Acd#513363564
� : . .. . .
.a . . 4 ..... . . ... ..... _ _ .
49,516.00 �
TOTpL(Also enter on Llne 6,Recapitulation) # : _ �
_ If more space is needed,use addi�onal sheets of paper of the same size.
�
� ,
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
��T��� ADMINISTRATIVE COSTS
RESIDH�tT DEC�ENi' -
ESTATE OF FILE NUMBER
Marjorfe W.Aus�� 21-12-1105
DeeedenY:debb must be reported on Schedule I.
NUMBER DESCRIPTION ���
A. FUNERAI..EXPENSES: �
1' :Hoffrnan Roth�uner�Home . 2,756.00 -
• .. . .
e. ADMINISTRATNE COSTS:
• i, Personai Representative Commissions: �
Name(s)of Pe�sonal Rep�esentative(s)
Street Address
pty State ZIP
Year(s)Commission Paid:
8,800.00
2. Attomey Fees: .
3,500.00
3. Famfiy Exemptlon:(If decedent's address is not the same as claimant's,attach explanatlon.) � � �•
qalmant Jeffre S.Austin ; _
Street Address 227 Rich Valley Road -
aty Mechanicsburg _state PA tiP 17050
Relatlonship of qafmant to Decedent son
327.50
4, Probate Fees: �
5, Accountant Fees:
6. Tax Return Preparer Fees;
.. .
.... ..... . . . . . - 1,205.00 �
�. �Penn State Herst�y Medical Center
.... .. . .... . .. 168.30
s. The Sen�nel(legal adv�erasing) . �
.......... _.. . .. . . . _ . .
s. Cumberl�d Law Joumal pegal adver�sing) . 75.00 _ :
1 '
TOTAL(Aiso enter on Line 9,Recapitulation) �.` 16,831.80 .
If more space is needed,use additi�onal sheets of paper of the same size. .
.
t • �
REV-1513 EX+(O1-10)
pennsylvania SCH EDU LE �
OEPARTMENT OF REVENUE BENEFICIARIES
II�i6tiTANCE TAX RETURN
RESIDENT DECEDENT. -
�,A��� FILE NUMBER: �
Ma 'orie W.Aus�n 21-12-1105
RELATIONSHIP TO DECEDENT � OF ESTA�
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not list Tru:tae(s)
i TAXABLE DISTRIBUTIONS[Indude ouMght spousal dishibutlons and transfers under
Sec.9116(a).(1.2).] �
_ ... .
. _... .. . . 5096 .
i. Jefirey S.Austin son �
227 Ridt Valley Road
�Mec;h�icsburg,Pennsylv�ia 17050
2. Stephen R.Austin son 50°y6
1900 Southridge Terrac� . ' �
Northfleld,Iillnois 60093 . .
ENTER ppllAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE,., :
u NON TAXABLE DISTRIBUT[ONS
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 DISTRIBUT[ONS ON LINE 13 OF REV-1500 COVER SHEET. � :
- If more space is needed,use additional sheets of pape�of th'e same size.
.
: .' • ..
t• t
� AST WILL AND TESTAII�IENT :
L . _.. _
,-
OF � � �_� �
o� W. AusT�av �. � � .�.-=.�
T��x� -:-�
r :
AUSTIN of 1229 North Pitt Street, Carlisle Borough, Cumberland
I, MARJORIE W. �
Coun Penns lvania,being of sound and disposing mind,memory and understanding,do make,
ty� Y
P
ublish and declare this to be my Last Will and Testament, hereby revokin8 and making void all
previous Wills and Codicils heretofore made by me.
1
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon
afte�m death as is reasonably possible. However,my personal rePresentat�ve need not accelerate
Y
and a those unmatured obligations which,in his,her or its opinion,it might be propeY'and more
PY
vanta eous to retain or�enew and paY as theY become due and payable. If I do not own a bwrial •
ad g
lot or a ve marker at the time of my death,I authorize my persona�l rePresentative,in his,her or
P � _
its sole discretion,to purchase.a burial Plot and to erect a suitable grave marker at mY grave,and to
expend sums from mY estate for this purpose.
�
. 2 '
' evise and b ueath the rest,residue and remainde�'of my estate,together with all
I g�.ve,d �
• ceeds thereon of whatever nature and wheresoever s�tuate in equal shares to my sons,
u�surance pro
JEF'FREY
S. AUSTIN, of 227 Rich Valley Road, Mechanicsburg, Cumberland County, _ - : �
PennsylvaYUa, and STEPSE
N R AUSTIN,of 1990 Southridge Terrace,Northfield,Illinois,per - -
s ' es, roviding that they survive me by sixty(6U)daYs• .
�P P
Page 1 of 6
.�."�...�...�.��. • .. ... i
� 7 • .
LAST WILL AND TESTAMENT OF MARJORIE W.AUSTIN :
. 3 � �
t m ersonal resentative the following powers in addiaon to and not in limitation -
I� YP �
of such powe�rs as my pe�so��Pres��ve shall hold by law: ,. y :
a To retain all roperiy received including the stock of any corporate fiduciary actin8 _
� ) p .
hereunder,provided such property remains productive.
To 'oin in an co ration,partnership,recapitalizati°n,m�8��reorganizat�on or
Cb) J Y �° .
voting trust�plan;to delegate authorifiy with respect tl�ereto;to deposit investrnents
under a�reements and pay assessments; amd generally to exercise all rights of
investors,including but not limited to,the voting of shares•
��� To�ana,ge,operate,repair,improve,mortgage or lease on any terms any real estate
held or owned by mY estate. .
(d) To operate any business that I may own at my deatli.
.
e To invest any funds of my es�ate in any stocks,bonds,notes or other securities or .
C )
ro ,real or personal,without regard to the principle of diversification or any
P P�Y .
other statute or general n�le of law in his,her or its absolute discretion,it being my
' tionto 'vem ersonal representative thebroadest investmentpowerspossi�le, . .
inten Sz YP �
. 'din such investments do not unna�essarilYPrev�t theprompt settlementofmy :
. provi g •
estate. �
�fl
To sell or otherwise dispuse of any property,real or personal,tangible or intangible,
at any time fornaing a part of my estate in any rnanner and on such terms and
� conditions as my personal rePresentative shall see fit in his, her, or its absolute �
. .
discret�on.
o borrow money for the payment of taxes or for any other proper�purposes in the �
(� T . . - _ . :
a�dministration of my estate,and to mortgage or pledge estate assets as secunty _ _
m romise claims without court approval including, but�not limited to, any
(h) To co p
. •es vvith the United States of America. or the Commonwealth of
controversi
Page 2 of 6 � �
•- � • i_��"...r�aw�+.«.».. �_ • '._'�_. .
,f �
LAS
T WILL AN�TESTAMENT'OF MAR.TORIE W AUSTIN _ _
• ' te and inheritance taxes on any interests that may pass
Pennsylvazua concemuig esta .
under this my Last Will and Testament. . .
• • in cash or in kind uPon any division or d�stribution of my estate•
(1) To distnbute
�) Tu undertake any and all acts
deemed necessary arid proper by my p�onal _ .
ro er, advantageous and prornpt m���ent of the
representattve for the p P
settlement of my estate. 'ch an
ercise a11 owers in the management of my estate, w� Y
(�� I�i general, to ex P
ercise in the management of similar propertY owned in his own
individual could ex .
d conditions as to him, her or it may seem best and to
right, upon such terms an
execute and
deliver all instruments and to do all acts which she de�ms necessary or
er to c out the purposes of this,my Last Will and Testament.
P�P �
,
4 3
� of in estate,either in income or in principal,shall be subject
.
No interest of any beneficiary Y � � b�eficiary have
le,cl� e assignment,sale or transfer in any manner,nor shall Y
to anticipation or p S �
, cumber his interest either in income or princiPal,nor shall
the power in aYiy manner tO c1�Se or en
' le or subject in anY���w�e ��e possession of my
the interest of any beneficiary be�hab
��al rescnta,tive for the liabilitY af such beneficiary.
P �
5
, • JEFI+'REY S.AUSTIN as Executor of this my L�St Will
I nomma,te,constitute a�d aPp°�t • ' to serve�or
t�EFFREY S.AUSTIN is deceased,unable or unwill�n8
and Tes�ament• In the even
ever then I nominate,constitute and appoint STEPSEN _ -
shall c,�ase to serve for any reason whatso �
've of this mY Last Will and Testament. I direct that my _ _
� R A U S T I N, a s p e r s o n a l re p r e s e n t a n
' to 've or p o s t b o n d f o r t h e f a i t h fi�l per�o��ce of his,
P
ersonal r�presen t a t i v e s h a 1 1 n o t b e r e q u� S�
her or its duties in this or any other juris�ction. :i�. : �
�.
'�tw:
Page 3 of 6 .� �
. �� ... ....�_.-----�--- - _.
, ,
LAST WILL AND TESTANiENT OF MART01tIE W.AUSTIN �_ —
6.
declare it to be my express desire that my p�rsonal representative employ the law
I hereby .
' Associates P.C.,of Carlisle,Cumberland County,PqnnsYi���for legal advice -
finn of Kiught& �
• ' this m Last Will and Testament,they ha.vir�g cunsiderable knowledge of _ .
and assistance regarding Y
' ' and wishes re ecting any matters that may arise at the probate of this instrtunent,
my affairs,vtews SP .
of in estate,and the execution of the powers herein rnentioned. Any meution
the administration y
' iates P.C.in t�iis mY Last Will and Testament,is my free and voluntary act and
of Krught&Assoc ,
through no influence by any person.
REO� I have hereunto set my hand to tlus my Last Will and Testament :
IN V'V][TNESS WHE �
�s Z�—' a�y of � n�f a►r�t p� ,Zoos
�
ss: _ .
� , ���G"'. • .
.
�•
ar� ne . ushn .
. , . .
Page 4 of 6
_ . .....,� �_. _._ _ . ... �
•-.�.. �...
� � �
LAST WILL AND TESTAMENT OF MARJORIE W.AUSTIN
�CKNOWL�DGM�NT � .
� �. :
COMMONWEAL'TH OF PENNSYLVANIA. : � _ -
• SS..
COUNTY OF CUN�ERLAND � �
M 'orie W. Austin, the Testatrix whose name is signed to the attached or foregoing
� � .
instrument,having been duly qualified according to law,do hereby acknowledge that I�signed a�ad
executed the instrument as mY Last Will and Testament;that I signed it willinglY�and that I signed
it as my free and voluntary act for the purposes therein expressed.
.
.
6�!•
ar�o e . ustm .
Sworn or
affrmed and aclmowledged before me by Marjorie W. Austin,the Testatrix,this . .
��'��da of 1/�l�� 2005. � .
E._,.'_' Y '
-, .
. �..
:�.:w:��i.�� � �
Cril�,�1ri.����%�l�'i°�ic
" .,. , Ty,;. ,Cuml�t.�rJ Ga"-."�'a
S..�t`h��id�'J�et�n �• .2�,�„ _.�
��/:iI�ITgi1�4�C�1���:zL' �.r..'C'�
�.._a.. o�n�+,�(3f��r�s.�.:w�s'=:�:.�1 t�i�=�'
��i�i��... ��V .
!
� Page 5 of 6 � � � [ '
v
._�_._.��`.-- ..__.. . ....__.•--._..... ...... .
Y � �
� x
LAST WB•L AND TESTAMENT OF MARTORIE W.AUSTIN _
AFF AVIT
COMMONWEALTH OF PENNSYLVArTIA . : •.
• SS. �
. �.
:
COUNTY OF CUMBERLAND - - :
� , � ��e - �
ri s . �' �d �� ��`
WE, � .
es are attached to the foregoing document,being dulY qua����cording to
witnesses whose nam .
sa that we were present and saw Marjorie W.Austin sign and execute the
law, do depose and y
t Will and Testament;that she signed willingly and that she executed it as her
instrument as her Las
act forthe oses therein expressed;that each subscribing witaess inthehearin8
free and voluntary P�P
• tatrix si ed the Last Will and Testament as witnesses and that to the best of our
and sight of the Tes Sn
e Testatrix was at the time 1 S or more years of age, of sound mind and unde�no
knowledge th
constraint or undue influence. .
.
.
, riS � �I � . .
ed before me by �
Swom or �i and sub nb ,.
• �s +� aay of ��1/Pm P�t/ ,Zoos.
�
;
�i:t:t��ti.•`�`•::.�::=.riC�-rJ~-`.` * •
^�-� '•.�ici���"t��:•..C��r:�h���r.i• -' � i
�..�..�,�� ; . �� :.c:• �
e^�r �::�.�!'•'� ••a�� '•y •
s�r;!i.:C•i:fitl.r�..1 ._•...,..------' -� _
i:'..:..._.. �i:.. ;t'�t3. •• " ..:�,.i1'�... -�' _
F:War Foldu�F'mn Doa1W�896-lmwawdl.wpd . .
Page 6 of 6
sx
Stephen R. Austin $94,110.00
Jeffrey S. Austin assignment of the note
and mortgage payable to the estate
EXHIBIT"B"
,