HomeMy WebLinkAbout01-27-05
PETITION FOR GRANT OF LETTERS
Estate of Miles Curtis Armstron~, Jr. No c2l- ()S- -d:Jl..o 3
also known as
, Deceased
Social Security No. 177246963
Joan M. Armstron~
Petitioner(s), who is/are 18 years of age or older, apply)ies) for
(COMPLETE "A" OR "B" BELOW:)
GJ
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix
Decedent. dated 2/19/1998 . and cOdicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, ete
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a klHing and was never adjudicated incapacitated:
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8. Grant of Letters of Administration
(c,t.a., d,b,n,c.t.a.: pendente lite, durante absentia: durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name
Relationship
Residence
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(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
residence at 621 Poplar Church Rd., Camp Hill, PA 17011
(list street, number and municipality)
years of age, died February 18 ,2004. at Camp Hill, PA
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County, Pennsylvania. with his/her last famiry;,r principal
Decedent. then 73
(Location)
Decedent at death owned property with estimated values as follows:
(\1 domiciled in PA All personal property. .
(if not domiciled in PA Personal property in Pennsylvania.
(if not domiciled in PA Personal property in County.
Value of real estate in Pennsylvania.
Total.
Real Estate situated as follows: 621 Poplar Church Rd., Camp Hill. PA 17011
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codici\(s) presented with this Petition and the grant ollet1ers in
the appropriate form to the undersigned:
476.860.00
$
$
$
$
$
123.140.00
600,000.00
Typed or printed name and residence
Joan M. Armstron
5225 Wilson Ave.. A t. 310. Mechanicsbur . PA 17055
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
"",,' me>";, . .:2/$ d'", ~ 11] _ a ~
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DECREE OF REGISTER
Estate of Miles Curtis ArmstrnnQ
Deceased
No..".)/- OS- - oot,.::,
also known as
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Social Security No: 177246963 Date of Death: 11/18/2004ij ~;;: " C)
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AND NOW, ~ l . 4.. 2( .,,:).., , .:l ooS- , in consideratiorr~~H~ Pet~n ori}~~.~:
reverse side hereon, satisfactory proof having been presented before me, () _ . ':,)
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IT IS DECREED that letters ~ Testamentary 0 of Administration . ,~.:::::... i f~.~
((c.t.a., d,b,n.c.L; pendente lite; durant~atr3entla; duracle mmoriate} .
':'f) 0
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are hereby granted to Joan M. Armstron~
in the above estate and that the instrument(s), if any, dated February 19,1998
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
letters
$ 4{p() . CD
$_40.00
Short Certificates(s) .
!.T.R
$
$ 15. ()O
$
$
$ ID. N.')
$
$ ,"1. N..')
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Signature
Renunciation.
u.s.\\
~~ Pa~es ( ) .
Inventory...
Gtner~~t;..,Q0...k~
Attorney: John D. Gri~sby, Esq.
I.D. No: 61212
Address: 101 S. Market S\.
Mechanicsburg
Telephone : 71 7-796-6537
DATE FilED:
JCP Fee ....
PA 17055
TOTAL .....
.$ 530. CJ:.,:)
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1Rcgistcr of Wills of ([umberlanlJ ([ount!'
OATH OF NON-SUBSCRIBING WITNESS
Estate of II.Lc 5 c, .4 ~ t'1 S Tltd,v ('7JI<, No. .21-()S - OD\.D ~
Also known as
, Deceased
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(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
Wr <I" c familiar with the signature of H.L i: J c..~ At<.I'/ }Ttt.o;vt7-jTJ:. testa~r. of
(one of the subscribing wi1nesses to) the codicil/will presented herewith and that ~ believes
the signature on the codicil/will is in the handwriting of /7, L' S" &. 11M 1T'Lliv?- J r,
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to the best of c' u I'" lmowledge and belief.
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Sworn to or affirmed and subscribed
Before me this .;; I sr day of
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For the Registe~ ~. eu.....d:-
Thi... is to certifv that the information here given is correctly copied fn~m an original certificate of death duly filed with me as
Local i{egiqrar~ The original certificate will be I"orwarded to the State Vital Records Olliee for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Local Registrar
Fcc for this certificate. $2.00
p 10688372
NOV 2 42004
Date
ITEMiI /f
5HOUW READ AS FOLLOWS:
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BIRTHPLACE {Cily IUld
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COUNTY OF DEATH
CWnber land
CITY. BORO, T'M'OF DEATH
East Pennsboro
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J:Iarrisburg,PA :;OlI.ntJD
FACILITY NAME (If oot iosmulioo, give 'treel aod oumber)
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
KlNl
,.ENT
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NAME OF DECEDENT (FIf$I. Middle. Last)
t. Miles C. Armstron
AGE (l.ar;tBinl1day)
Mil1utlls
Jr.
DATE OF 81RTH
(Mooth.Oay, YINI)
iieP.29,1931
SOCIAL SECURITY ,/;I\lMBER
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.. 73
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MOTHER'S NAME (First, M,ddla, Maiden Surname)
,,!<athryn Backenstoe
\t:IWB/NINJ} "lfoII.lNG ADM,FSS (Sl~t. C1!(lTowo $laIlO. Zip Code)
~~L~ WilSOn Rd.,Apt.J10,Mechanicsbur PA17055
PlACE OF DISPOSITION- Name 01 Cemalery. Crematory LOCATION. Cily/Towo, Slele, Zip Code
orOlherPlace
,,!lolling Green Cemetery
NAME ANO ADDRESS Of FACILITY
""selman FH&CS 324 H
LICENSE NUMBER
MARlTAL STATlJS. Marnlld,
Ne~~v~~~s~~ad.
1..~oan Miller 1$.
17C.1!f Yas,deced80111~IO lAJwer Allen
SURVIVING SPOUSE
(11...ta,gl..m.'..nnamol
DECEDENt'S USUAL OCCUPATION
[.l~:~l.~...:":~':;'l
manager
111.
DECE NT'S lUNG ADDRESS (Street
KINO OF BUSINESS 1 INDUSTRY
AS DECEDENT EVER IN
US !\'l!iED FORCES?
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DECEDENT'S
ACTUAL
RESIDENCE
(se.tioluuctlOOs
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7225 Wilson Rd.
,j':leChanicsburg, PA 17055
Miles C.
cltylboro
LICENSE NUMBER
,,ro-013163-L
'IWp, ,PA17011
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DATE j NEO
(Moolh, Day, Year)
OllET (RASAC sa NCOF)
23b. 23c.
WAS CASE REFI:RREO TO A MEDICAl EXAMINER iCORONE~? _/
26. ve,D No EJ
'Appro~imete PAilTII: Othersi9f1"tlcantcond,t,oosconllibut,"Ilto deelh, but
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"WERE AUTOPSY FINDINGS
AVAILABLE PRIOR TO
COMPLETiON OF CAU~
Of DEATH?
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DlIET (OR AS ACONsmUENCE OFl
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CERTIFIER (Ct\edo: anlyane)
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MANNER OF DEATH
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DATE OF INJURY
(Monlh,o.f,VO")
TIMEOFINJURV
INJURV AT WORK? DESCRIBE HOWINJURV OCCURRED
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SIGNATURE AND TITLE OF CERTlFI
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LICENSE NUMBER DATE Slqf'lED (Manth, Dey, YUilr)
~1l:. jJnJt/kJt.:.F(; 3f1t. .k~.~.'..;jIL..,&,*"'
NAME AND ADDRESS OF PE/l:SON VlHO COMPLETED CAUSE OF DEATH
(lI11m 27) Type or Priol /r!rt"" ..__",;..0:.. .j- t. "., ,r ~.~ ,."'l1
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Coulllnolbedetermi""d
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'PRONOUNCINQ AND CERTIFYING PHYSICIAN (PhY~C1an boln pmllOlXlc:iog death eoo cert,tylllll to cause 01 dellll\)
To UN' be.t 0' mw knowlldg', _Ih occurr.d,t Ihellma. d.te, .nd pl.u, 'lId du.lo th. c.uu.(a\.lId ml.l1l\e.r.. atlte.d.
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'MEDICAL EXAMlNERlCORONER
On the bul. 0' ",.",In.llon .nd/OJ ln~elllg.lloo. In mw opinion. "..Ih occurred.t lhe lime. date, .nd pl.ce. .nd due to the c,uUI(aj.nd
m.nn.rullllled..
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REGISTRAR'S SIGNATURE AND NUMBER
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LAST WILL AND TESTAMENTOF
MILES C. ARMSTRONG, JR.
ZI-OS-OOlo ~
I, xil.. C. Armstrong, Jr., of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding and considering the uncertainty of life, do therefore
make, publish and declare this to be my Last will and Testament,
hereby revoking and making null and void any and all wills and
Testaments or writings in the nature thereof by me at any time
heretofore made.
ARTICLE ONE
......,
I direct the payment out of my estate of the e~~ses ~ mYn
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last illness if any, my funeral expenses, and my just,~s,~;,~ the::
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same to be paid out of my estate by my Executor hereina~ter n~ed~}
. ;:::-3~7; J"":p
as soon as conveniently may be after my demise.-
ARTICLE TWO
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I give and bequeath all of my household goods, furnishings,
furniture, personal effects and like tangible personal property
(not including motor vehicles, cash or securities) which I own at
the time of my death, together with any insurance thereon then
existing, unto my spouse, if my spouse survives me by thirty (30)
days. If my spouse predeceases me or does not survive me by thirty
(30) days, then I give and bequeath the same, together with any
insurance thereon then existing, in as nearly equal shares as is
possible, unto the following children of mine, namely, Ann Michele
Dobb, Michael C. Armstrong and Matthew L. Armstrong, if they
1
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survive me, and if any of them do not survive me, then the share of
this specific bequest which such deceased child would have
received, if living, shall pass to such deceased child's issue who
survive me, per stirpes; and if such deceased child shall leave no
issue who survive me, then the share of this specific bequest which
such deceased child would have received, if living, shall be
distributed unto those of my aforenamed children, or their issue,
who survive me, per stirpes. If all of my aforenamed children do
not survive me and leave no issue who survive me, then this
specific bequest shall lapse and pass as part of the remainder of
my estate. In the event this specific bequest is distributed to my
aforenamed children or their issue, such distribution shall be
achieved by selection, in turn, with each beneficiary selecting an
item of said tangible personal property in rotation, beginning with
the eldest. Any such tangible personal property not so selected
shall pass as part of the remainder of my estate. If any
beneficiary of this specific bequest shall not have attained the
age of eighteen years at the time of distribution hereof, then the
guardian of such minor beneficiary shall assist such minor
beneficiary in the selection hereunder, and shall hold and maintain
the same for the use and benefit of such minor beneficiary until
such minor beneficiary attains the age of eighteen years at which
time the guardian shall thereupon promptly deliver the same to such
beneficiary.
ARTICLE THREE
If my spouse survives me by thirty (30) days, and if the
2
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federal estate tax due because of my death will be reduced by
making this gift to my spouse, I give, devise and bequeath unto my
spouse the least amount (based upon values as finally determined
for federal estate tax purposes) as shall be needed for the federal
estate tax unlimited marital deduction to reduce the federal estate
tax to the lowest possible figure after full use of all other
deductions and credits allowable in calculating the federal estate
tax, including the unified credit and the state death tax credit;
provided that the state death tax credit shall not be taken into
account to the extent that it would increase state death taxes.
Accordingly, I direct that:
A. If the marital deduction, or any similar benefit, is
allowable with respect to any property, including property held by
the entireties, which my spouse receives prior to my death or at my
death will receive otherwise than pursuant to this Article, the
value of such property shall be taken into consideration in
calculating the size of the gift under this Article.
B. No property ineligible for the marital deduction or any
similar benefit shall be distributed to this gift for my spouse
pursuant to this Article.
c. Either cash or investments or both may be allocated to the
gift under this Article.
D. Any property allocated under this Article in kind shall be
valued at the value at which it is finally included in my gross
estate for federal estate tax purposes, provided that the aggregate
market value thereof on the date of allocation (plus the value as
3
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finally determined for federal estate tax purposes of all other
property qualifying for the marital deduction) is at least equal to
the dollar value of the marital deduction as finally determined for
federal estate tax purposes.
B. If any provision of this my Last Will and Testament shall
result in depriving my estate of the marital deduction for federal
estate tax purposes for this gift to my spouse under this Article,
such provision is hereby revoked and my will shall be read as if
any portion hereof inconsistent with allowance of the marital
deduction for federal estate tax purposes for this gift under this
Article is null and void.
ARTICLE FOUR
If my spouse survives me by thirty (30) days, I give, devise
and bequeath all of the rest, residue and remainder of my estate
and property, real, personal or mixed, of whatsoever nature and
character and wheresoever situate, of which I may die seized or
possessed, or to which I am in any way entitled at the time of my
death, or over which I have any power of testamentary disposition,
in trust, unto my daughter, Ann Michele Dobb, as Trustee, to hold,
administer and distribute for the following uses and purposes:
A. For the duration of the life of my spouse, the Trustee
shall pay to or apply for the benefit of my spouse such part or all
of the net income from this Trust in convenient installments as the
Trustee, in the sole discretion of the Trustee, shall determine
primarily for the medical care, comfortable maintenance, support
and welfare of my spouse, taking into consideration to the extent
4
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the Trustee deems advisable, any other income or resources of my
spouse known to the Trustee. The income may also be used to pay
for all expenses regarding any real estate held as Trust property.
Any income not so paid or applied shall be accumulated and added to
principal.
B. For the duration of the life of my spouse, if the Trustee
considers the income to be insufficient to provide for the welfare
and support of my spouse as aforesaid, the Trustee is authorized,
in the sole discretion of the Trustee, to use so much of the
principal as the Trustee deems advisable for the medical care,
comfortable maintenance, support and welfare of my spouse, and for
expenses regarding any real estate held as Trust property.
c. Upon the death of my spouse, the entire remaining
principal and undistributed income of this Trust shall be
distributed as follows:
1. One-fourth (1/4) thereof shall be distributed, in
trust, unto the Trustee of that certain irrevocable inter
vivos trust established by my spouse and myself pursuant to
the Irrevocable Inter vivos Trust Agreement dated April 18,
1991, naming my children, Ann Michele Dobb, Michael C.
Armstrong and Matthew L. Armstrong, as Trustee, with regard to
my child, Sybil L. Armstrong, as part of that Trust for the
uses and purposes and under the terms and conditions as
therein set forth, so long as such Trust is in existence at
the time of such distribution. In the event such Trust is not
in existence at the time of such distribution but if my child
5
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Sybil L. Armstrong is living at the time of such distribution,
then the Trustee shall distribute this one-fourth portion, in
equal shares, unto those of the following children of mine,
namely, Ann Michele Dobb, Michael C. Armstrong and Matthew L.
Armstrong, who are living at the time of such distribution.
In the event such Trust is not in existence at the time of
such distribution and if my child Sybil L. Armstrong is not
living at that time, then the Trustee shall distribute this
one-fourth portion, in equal shares, unto the following
children of mine, namely, Ann Michele Dobb, Michael C.
Armstrong and Matthew L. Armstrong, if they are living at the
time of such distribution, and if any of them are not then
living, then the Trustee shall distribute the share which such
deceased child would have received hereunder, if living, unto
such deceased child's issue who are living at the time of such
distribution, per stirpes, and if such deceased child leaves
no issue living at the time of such distribution, then the
share which such deceased child would have received hereunder,
if living, shall be distributed to the said children of mine,
namely, Ann Michele Dobb, Michael C. Armstrong and Matthew L.
Armstrong, or their issue, who are living at the time of such
distribution, per stirpes.
2. Three-fourths (3/4) thereof shall be distributed, in
equal shares, unto the following children of mine, namely, Ann
Michele Dobb, Michael C. Armstrong and Matthew L. Armstrong,
if they are living at the time of such distribution, and if
6
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any of them are not then living, then the Trustee shall
distribute the share which such deceased child would have
received hereunder, if living, unto such deceased child's
issue who are living at the time of such distribution, per
stirpes, and if such deceased child leaves no issue living at
the time of such distribution, then the share which such
deceased child would have received hereunder, if living, shall
be distributed to the said children of mine, namely, Ann
Michele Dobb, Michael C. Armstrong and Matthew L. Armstrong,
or their issue, who are living at the time of such
distribution, per stirpes.
ARTICLE FIVE
In the event my spouse predeceases me or does not survive me
by thirty (30) days, I give, devise and bequeath all of the rest,
residue and remainder of my estate as follows:
A. One-fourth (1/4) thereof, in trust, unto the Trustee
of that certain irrevocable inter vivos trust established by my
spouse and myself pursuant to the Irrevocable Inter vivos Trust
Agreement dated April 18, 1991, naming my children, Ann Michele
Dobb, Michael C. Armstrong and Matthew L. Armstrong, as Trustee,
with regard to my child, Sybil L. Armstrong, as part of that Trust
for the uses and purposes and under the terms and conditions as
therein set forth, so long as such Trust is in existence at the
time of my death. In the event such Trust is not in existence at
the time of my death but if my child Sybil L. Armstrong survives
me, then I give, devise and bequeath this one-fourth portion of the
7
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remainder of my estate, in equal shares, unto those of the
fOllowing children of mine, namely, Ann Michele Dobb, Michael C.
Armstrong and Matthew L. Armstrong, who survive me. In the event
such Trust is not in existence at the time of my death and if my
child Sybil L. Armstrong does not survive me, then I give, devise
and bequeath this one-fourth portion of the remainder of my estate,
in equal shares, unto the following children of mine, namely, Ann
Michele Dobb, Michael C. Armstrong and Matthew L. Armstrong, if
they survive me, and if any of them do not survive me, then I give,
devise and bequeath the share which such deceased child would have
received hereunder, if living, unto such deceased child's issue who
survive me, per stirpes, and if such deceased child leaves no issue
who survive me, then I give, devise and bequeath the share which
such deceased child would have received hereunder, if living, to
the said children of mine, namely, Ann Michele Dobb, Michael C.
Armstrong and Matthew L. Armstrong, or their issue, who survive me,
per stirpes.
B. Three-fourths (3/4) thereof, in equal shares, unto the
following children of mine, namely, Ann Michele Dobb, Michael C.
Armstrong and Matthew L. Armstrong, if they survive me, and if any
of them do not survive me, then I give, devise and bequeath the
share which such deceased child would have received hereunder, if
living, unto such deceased child's issue who survive me, per
stirpes, and if such deceased child leaves no issue who survive me,
then I give, devise and bequeath the share which such deceased
child would have received hereunder, if li ving, to the said
8
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children of mine, namely, Ann Michele Dobb, Michael C. Armstrong
and Matthew L. Armstrong, or their issue, who survive me, per
stirpes.
ARTICLE SIX
A. If distribution is to be made to a natural person as
a beneficiary of all or a portion of the remainder of my estate
under this my Last will and Testament, but such beneficiary has not
attained the age of twenty-five (25) years at the time of
distribution to such beneficiary, then I give, devise and bequeath
the share of such beneficiary to my daughter, Ann Michele Dobb, as
Trustee, IN SEPARATE TRUST, NEVERTHELESS, to hold, manage, invest
and reinvest the share so received and the accumulation of income
thereon, and to use and apply the income and principal or so much
thereof as in the Trustee's discretion may be necessary or
appropriate for such beneficiary's maintenance, support, and
education (including any formal education or training beyond high
school), without regard to any other means for maintenance, support
or education, or to make payment for these purposes without further
responsibility to such beneficiary or to such beneficiary's
guardian or to any person taking care of such beneficiary. When
each beneficiary attains the age as set forth above, such
beneficiary's Trust shall terminate and the principal and accrued
income thereof shall be distributed to such beneficiary absolutely.
If a beneficiary for whom a Trust is created hereunder dies before
attaining the age set forth above, such beneficiary's Trust shall
terminate, and the principal and accrued income thereof shall be
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distributed to the issue of such deceased beneficiary living at the
time of such distribution, per stirpes; and if such deceased
beneficiary shall leave no issue living at the time of such
distribution, then the Trustee of such Trust shall distribute the
principal and accrued income thereof, in equal shares, unto the
following children of mine, namely, Ann Michele Dobb, Michael C.
Armstrong and Matthew L. Armstrong, if they are living at the time
of such distribution, and if any of them are not then living, then
the Trustee shall distribute the share which such deceased child
would have received hereunder, if living, unto such deceased
child's issue who are living at the time of such distribution, per
stirpes, and if such deceased child leaves no issue living at the
time of such distribution, then the share which such deceased child
would have received hereunder, if living, shall be distributed to
the said children of mine, namely, Ann Michele Dobb, Michael C.
Armstrong and Matthew L. Armstrong, or their issue, who are living
at the time of such distribution, per stirpes.
B. Should the principal of any Trust established
pursuant to this Article six be or become too small in the
Trustee's discretion so as to make establishment or continuance of
the Trust inadvisable, my Trustee or my personal representative may
make immediate distribution of the then remaining principal and any
accumulated or undistributed income outright to the person or
persons and in the proportions they are then entitled to income.
If any such person is then a minor, distribution may be made to the
guardian of such minor. Upon such termination, the rights of all
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persons who might otherwise have an interest as succeeding income
beneficiary or in remainder shall cease.
ARTICLE SEVEN
In the event Ann Michele Dobb predeceases me or is or becomes
unwilling or unable to serve as Trustee of any Trust created under
this my Last Will and Testament, I hereby nominate, constitute and
appoint my son, Matthew L. Armstrong, as and to be the successor
Trustee of any such Trust, whereupon such successor Trustee shall
administer such Trust and shall have the duties and powers of
Trustee provided by law and as herein set forth.
ARTICLE EIGHT
No interest of any beneficiary under this will or any codicil
hereto or any Trust created hereunder shall be subject to
anticipation or voluntary or involuntary alienation.
ARTICLE NINE
The Trustee of any Trust created under this my Last will and
Testament shall be entitled to receive commissions or compensation
for services hereunder, which commissions or compensation shall be
charged against or payable from both principal and income received
on an annual basis at reasonable and customary rates.
ARTICLE TEN
I nominate, constitute and appoint my wife, Joan M. Armstrong,
to be the Executor of this my Last will and Testament. In the
event my said wife should predecease me, or is unwilling or unable
to serve as Executor for any reason, I nominate, constitute and
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appoint my daughter, Ann Michele Dobb, as Executor.
ARTICLE ELEVEN
All federal, state and other estate, inheritance and death
taxes payable because of my death, with respect to the property
passing under this Will, including any interest or penalty which
may be imposed thereon, shall be considered a part of the expense
of the administration of my Estate and shall be paid out of the
residue of my Estate before distribution of the residue is made, so
that all residuary beneficiaries, whether charitable or otherwise,
shall proportionately share in the payment of the same.
ARTICLE TWELVE
I direct and request that any fiduciary under this my Last
will and Testament, shall not be required to enter bond or security
of any nature whatsoever in any jurisdiction in which such
fiduciary may act.
IN WITNESS WHEREOF, I have hereunto set my name and affixed my
seal to this my
(12) pages this
Last will and Testament which
;q-ti. day of f"
consists of twelve
(SEAL)
S. S. # J71-W b 'fla
SIGNED, sealed, published and declared by the above-named
Testator as and for the said Testator's Last will and Testament in
the presence of us who have hereunto subscribed our names t the
Testator's request as witnesses thereto, in the pr~n of the
said T.stator and of each other. ~. {~~ .
~'-' Ai. /Y7c1uJ...,
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