HomeMy WebLinkAbout02-07-05
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REV-1 500 - " -
k COMMONWEALTH OF
~. ". " PENNSYLVANIA
,.:~ ..... f); DEPARTMENT OF REVENUE ._._._......u ..
INHERITANCE TAX RETURN FILE NUMBER
, . . DEPT 28060~ J.. I 05 _D 0 llJ
~~ HARRISBURG" PA 17128.0601 DECEDENT -
RESIDENT - -- -
C;OUNTY:COE Y::AR IJW..iBER
DECi:DENT'S NAME (lAST FIRS:. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I- GI!!-+S / TN P /J1 ..+ S' s. ;(0(, - 7.8 - 3S19
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Cl DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH~MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
W 0</-1"1- 200 <f 0/- zz--/'137 REGISTER OF WILLS
U
W (IF APPLlCABlFI SURVIVING SPOUSES NAME (LAST FIRST AND MIDDLE INITIAL) I SOCIAL SECUR!TY NUMBER
Cl 6A-ay ~. GoA-S /7/ - 30 - 71<f'i
w ZJ 1. Origina! Return Ii 2. Supplemental Return o 3, Remainder Retum ,~al€ oiJea:h ~r.or 10 12- 3-82:
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::lr::::;:!;<n l~ J. limited Estate D 4a. Future Interest Compromise :dJte ci %ath dfter '2.12-B2) D 5, Federai Estate Tax Return Required
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",00 ~ 6. Decedent Died Testate ::Altach copy 0, 'Ni;{1 D 7. Decedent Maintained a Living Trust ,Attac~ :opyoiT:usl} cJ 8. Total Number of Safe Deposit Boxes
u"-'
,,-OJ
"- C 9, Litigation Proceeds Received D 10. Spousal Poverty Credit :date Q' ciealil Jetween '2-31-9' and 1_ D 11, Election to tax under Sec, 9113(A) :Aitac~Sch :J':
<( -95:,
>- THIScSECTloN MUST BE COMl'LETED. ALl'. CORRESPON[)ENCEAND CONFioEN"li)(i.TAi< INFORMATION SHOut 0 BE [)IRECTE[) TO:
z
w NAME (!h'/fR-LES S#/6"LDS JL COMPLETE MAILING ADDRESS
0 c.
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0 (, CLOLlS ;;;-..e K'f).
"- FIRM NAME ;Y Appl:l'ablel N/.4
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w IJ1EIV/A-AlI(!S6V/'zr;. / /,4 170Ss;-
"
" TELEPHONE NUMBER - OZ07
0 7/7-7~('
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L Real Estate (Schedule A) (11 0 OFFiCJAL-~:TSl::: GN'L:::"
2" Stocks and Bonds (Schedule B) (2) 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0
4" Mortgages & Notes Receivable (Schedule 0) (4) 0 -
"f' OSi' . dt)
5" Cash, Bank Deposits & Miscellaneous Personal Property :5) 10, -'"
Z (Schedule E) !
0 6" Jointly Owned Property (Schedule F) (6) 0 , H
~ LJ Separate Billing Requested ,
, r-..:'
...J (71 333'/ 5H"S; l(f/ i
~ 7 inter-Vivos Transfers & Miscellaneous Non-Probate Property
!::: (Schedule G or L) 1>3 'f 3, 435-
0.. Total Gross Assets (total Lines 1-7) (8) '1q
<l: 8. of
U 9 Funeral Expenses & Administrative Costs (Schedule H) (9) 3, 'lU. '/0
w
c::: Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I) (10) 0
'0"
~ 3, "1 t8', 9'0
11 Total Deductions (total Lines 9 & 10) (11)
~
12 Net Value of Estate (Line 8 minus Line 11\ (121 f 3g'l. "(</6.5'1
13 G1antable and Governmental BequesislSec 9113 Trusts far 'Nhich an election to tax ras not bee'l (13) 0
made I,Schedule J)
,
14" Net Value Subjectto Tax iUne 12 minus Line 13) i14) 3~9, ,(96.S-1(
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15 Amount of Line 14 taxable at the soousallax , 331, l{J{r..s'f~ 0
0 ;.lte. or transfers under See, 9116 (a)(1.2) , oJ 0 ,'15\_.___
~ 1) J 'i2. (16) 0
'6 Amount of Lne 14 taxable at lineal rate . , ----
::J 0 tl
0.. "7 Amount oi Line 14laxable at SIDling rale , ," i<7'i
:E _...~---~ ----
0
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~
-0 Tax Due
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D
'g. ,':"mO'Jn: O~ Line 14 taxabie at (;()llalerai rate
5
:18)~.
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CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BESURE TOAtlSWER'ALL QUE5'ntJN6l0N'REVERSESlUI!!"ANlD' RECHECK _< <
Decedent's Complete Address:
STREET ADDRESS 'I? eEfIVT€7C
.1)/4' #"6:"
CITY
C/Mtp H fU
l STATE
;0/1-
I ZIP
/7&11
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
o
o
o
o
Total Credits ( A + B + C ) (2)
o
3. InteresUPenalty if applicable
D. Interest
E Penalty
TotallnleresUPenalty ( 0 + E ) (3)
4 If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
o
o
o
o
5. If Line 1 + Line 3 is greater Ihan Line 2, enler the difference. This IS the T W. DUE. (5)
o
A Enter the interest on the tax due.
(5A)
"
B Enter the total of Line 5 + 5A This IS the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
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IZI
~
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lZI Q
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
1. Did decedent make a transfer and:
a retain the use or income of the property transferred;..
b. retain the rigllt to designate who shall use the property transferred or its income;",
c. retain a reversionary interest Of...
d. receive the promise for life of either payments, benefits or care? ,.
2. If death occurred after Oecember 12, 1982, did decedent transfer property within 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?
Yes
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Under penalties of perJUry, j declare ~/1at I .~ave exami'led this return, ;ncludlng accampaf1yif1g schedules aml slatements, and to [he best of my krlOwledge arld belief- it is true.
correct ar"\ci complete
Deci<ll2\ion c\ pr80arer other ~'lan the personal reor8sentative IS based on alllnformallOn of which orepJ!er has an,! ~nowledge.
LE FOR FILING RETURN
~
Gt:i~.5
1/;- t!EN/Ell. j)/<. eA-IH/I /lIU, ,P/f /7&//
S\GNN\!l'E OF PREPARER OT
a~i:
ADDRESS (j, CLpL/S.E7l ,et).
/VEC/I,f/l/Ir!5'dU'/26, /# /7C'S-O:-
DATE
j- j-tJS
DATE
i:or dates of death on or after Ju!y 1.1994 and before January 1, ~ 995. the tax rate Imposed on the lIet value of transfers to or for the use of the surviving spouse is 3%
:72 PS S911D \a) 111) (i)]
j=or Cates of death on Dr after January.~ 'i995, the lax rate imposed en the net value of transfers to or for the use of the surViving spouse IS 0% [72 P.S. 99116 I:a) 11 1)
The statute does not exempt a transfer to a survwmg spOLise from lax 3nd ~he statutory requ:rements for disclosure cf assets ana filing a tax return are still applicable even
~he survIVing SDouse IS the only benefiCiary.
=or iales of death on or after July i 2000:
-he tax rate iillDGSBd all Ihe Ilet value ]f 'ransfers from 3 Cecsased cnild :wentv-one ~/ears ot age or 'ounger G\ aeath \:) Df for the Lise cf~. 18tural carent. ,oln adopiive :Jaretl',
,;,r a stepparent cf the child is en) i72 P.S. ~i9116ia)I,I.2)J
-;'8 lax :-ate Imposed rn ~~e r'e[ ''-,Iiue (J' transfers to or Tor l}le use 8; the deceDent's lineal benekl3nes ;s "'-5%, excent CiS noted in 72 ;),5, 29116(1.2) [72 P,S
-:-he iax rate '1lposed 'J\1 ~rre !le! \'8Iue:)j tranSfers t,] en fJr !he l.1se of the deceaent's Siblings ,s 12% (72 P,S. 59116(a\(1.3)), A Sibling 'IS ;1efined. IJnder Section 9102.
,;5 '.in
ndlvidual who has at ieast 'Jne paref1t III common WIth the deceaent. whether by blood or adoDtlon
RE'j'1508tX~(1'97)..."....
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COMMONWEALTH OF ;)ENNSYLVANIA
INHEHITANCE TAX RETURN
RESIDE~JT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
G-o>'f S/
7h' 1:J/J1 /fS S.
FILE NUMBER
Include the oroceeds 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
NUMBER
1,
DESCRIPTION
VALUE AT DATE
OF DEATH
,.. ?: 550. 00
,.2000 I:3lE'iViVlNGTNI/ fJOA/70o/J/ /doh-T
.2.
/ ?ff./ ;:b-'lLJ /(/f-/l/GB! j7/~/C.-tlf7 T.rUl 0<:
~
2, S-Oo. 00
):-tl.lR Aln,;;": !.3oi?f 17...711$ t ,,--,<4 Z. f-I-4i/iF tbE:1:7V ~FEZA!'eD
7ii LJe:!E.c>EN7~ -'<///.'>0&</.
i,! IiIGre soace is neeoeo, Insen additional sheets of the same slzel
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TOTAL,AlsoenterDnlne5 ,Recapltulallonl I $ It?, tJStP. tPC
I
Ce.'",C"'I'8'i.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ,.-
<.:rO-f.5, 7#tM/A-$'
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
s.
FILE NUMBER
ThiS schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV 1500 COVER SHEET .
IS yes.
ITEM DESCRIPTION OF PROPERTY %OF
I~CLJC~ -~E NAME OF TOjE TF~~S~EREE, ,THclR_R_ELATlCNSHiP TO DECEDENT AND THE JATE OF TRANSFER
NUMBER "l,A~C'ACL:PYOI- ;HEJEEO;'QRREAL:;ST,ATE DATE OF DEATH DECO'S I EXCLUSION TAXABLE VALUE
1. VALUE OF ASSET INTEREST iF APP[.'CABL~)
.J./Vf /f'~~ r. 1V0. 7.:2'1 &/?'o9'1_ ZO -f-T 'f. ,c 333,3tj~~
S/Jf/T;I 6';'R/1IEY~ t>r /TA,tUfIS,st/~~. 333,3d's;r'! Icclo 0
SEE' If/Cf{ .. LIJ!tU F/Gtt/l€S Fu~,(//5:If@ t3y
/Y t!/t/IJ {jfI"P /l IE' OF >I/f/1l( ,6"f;t/1/€"Y "fTT/It!fr'ez).
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TOTAL :'Also enter on line 7, Hecapltulation)
llf more space is needed. insert aadirional Sheets of the same size)
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RE\i-151IEX+(1-S7:
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
s
G-o+s/
FILE NUMBER
7h't:7,4//fS
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
-;..
3
1.
B.
1.
2
3.
4.
5.
6
I
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Crell\O.-ho'l Soe;<l~ - ~..tl, Ce.rt;f,"co.hs
C'.hri"i; r're..lo.'jt!y.,,^,, c.."""'Y'c.\', ot Co.p H:II - Funer..1 1\1~c( I, tic..
HOnorM;....rn to 1"4",mr ......J D"j,t>'1i:>-r 1;" f;.ner..1 So-rv:as, ",t<..
"'
sS.OO
..., So.oo
~.2DO.OD
~!.9o
13;;</tY's FI~ri:5t.s,
ADMINISTRATIVE COSTS
Personal Representative's Commissions
Name of Personal Representative (s)
.5.tIaY R. ~A,<;
WA/l/eV .
Social Security Number(s} J EIN Number of Personal Representative(s)
Street Address Lf J (EN r€72. I) tlZ.
&/lfP #1t:L
//1
Zip
/7~//
City
State
Year(s} Commission Paid:
AI/~
AttomeyFees {!/{IfIiLGS E. <5h'1-=-z.DS ~L!!.
ClAJf)E Tem1IllJ/cD
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant -S,ftLy~. 60-1-$
Street Address Lf t' CEIV re,-7t. JH<.
City &/JI,tJ RIeL
Zip
1701 I
of 3 :>00.00
,
State ,<J,If
Relationship of Claimant to Decedent
tv 1000
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Flt./Nt; /N/fE7i!/T/fI/l(!G
,.
IS, 00
77f-y /ZE7ltR4'
TOTAL (Also enteron line 9. ~ecap'iulatlon) S 3, '1! 8'. ? ()
Ilf more soace IS needed, Insert additionai sheets of the same size)
?U-1S1,~)(-:1~,':
."R',:';
-,,,,' '.'
.-. .~
SCHEDULE J
BENEFICIARIES
COMMONWEAl"TH OF ?ENNSYLVANIA
NHERIT~,NCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF G,,~ /
/7ltJ/IM.s- .s.
FILE NUMBER
NUMBER
r.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outnght spousai distnbutlons)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
NfT DIST1<!tI3Ur.4l3c€ ;<3~C!E PE7<.
/~ or ~I'u:. tfv67Vr 70 SI"'<:JuS-l!i".
/$ULK 0;: /i'UJr?G7<T/cC;; UJ~ Hb7..D
<3 y 7/yG' E?V T//Z G 776-:'5: . / ~ Aet!C I/~ r
tlJ;r> be>/GA.M.rcD '70 W/D"w /'fND 1'7~
J6GEJ1i I!tX-LE1J OPe7/!. NO ~>G'T5 ~.+/vrt3U;
72> F~/lILJ /I//?-e A-NY 4/52:--0 70 FuA/D -If
(5if!tD/T 5r'iGLr~ TAZV57
Sf/oUSt:: ~Y A? 6CJ~
'IS' CC::/l; k'R .bR.
&-/HI'" ,.<(/CL, P/1! I 7tJ II
WIDow
laFf=c;:a Tlf/ EZ Y
IOe /0 of 7J.IF
#~cn; l/IIyotfSD
!lac/N.
:5€t: etwrp;ttq(ED BFrlCE r2Jt"r ~F kiLL
"I rUM c7)~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIA TE. ON REV 1500 COVER SHEET
n. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNOER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARiTABLE AND GOVERNMENTAL DISTRIBUTIONS
"OT AL OPART H ..'NTER 'GT AL ',ON., AXABLE uISTR!BUTICNS IN L.NE !3 OF REV' 500 COVE.R SHEET S
f ']lore space IS neeaed, 'ilsert ;:]ddltional sneers or the same Slzel
LAST WILL AND TEST AMENT OF THOMAS S. GOAS. JR.
1, THOMAS S. GOAS, JR., of Lower Allen Township, Cumberland County.
Pennsylvania, declare this to be my last Will, hereby revoking all prior wills and codicils.
FIRST:
The expenses of my last illness and funeral
shall be paid from my estate.
SECOND: I hereby give and bequeath, absolutely and in
fee simple, to my spouse, SALLY R. GOAS, all my household furniture and furnishings. hooks.
pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or
personal use or adornment, provided that if my spouse dies before the thirtieth (30th) dav
following the day of my death, this gift shall lapse or be divested and I make said bequest to my
issue, per stirpes, living at the time of my death, to be divided among them as they shall agree. If
they cannot agree for any reason, then these items shall be sold at public auction. my issue being
permitted to bid upon such items without specific permission of the court even though they might
be a fiduciary at the time.
My Executor shall represent any minor child in any division of such propert\' anc1
shall deliver to the person standing in the place of a parent to such minor, without bond. sllch
portion of the minor's share as my Executor, after considering the minor's wishes. deems
appropriate and shall sell the balance and pay the proceeds to my Trustees to be retained for the
minor under Item SEVEN1H hereof.
THIRD: Should I so desire, I will make a series of
specific bequests to specific individuals on a plain piece of paper to be signed and dated hy me and
to be inserted with this, my Last Will and Testament.
FOURTH: The gift to my spouse in this Item is intended
to give my estate the marital deduction effective under the Internal Revenue Code to reduce Federal
estate tax. Any provisions in this Will which conflict with or fail of this intention shall be so
reconciled or amplified as to accomplish this objective.
If my spouse, SALLY R. GOAS, survives me, I direct that my Trustees.
hereinafter named, hold, IN TRUST, an amount free of all taxes equal to the maXirDlInl marital
deduction allowable to my estate for Federal estate tax purposes, reduced by an amonnt. if any.
needed to increase my taxable estate to the largest amount that after allowing for the unified credit
and any other credits available to my estate, will result in no Federal estate tax, and pay the net
income therefrom not less frequently than quarterly to my spouse for life. My spouse shall have
power to appoint all or any part or parts of the principal of this Trust to herself or a class composed
of the issue of myself and my spouse. This power shall be exercised by her alone and in all events
by specific reference thereto in her Will, or by delivery at any time or times during her lifetime of a
written direction to my Trustees who shall thereupon make payment as she directs.
My Trustee shall pay to her personal representatives from any unappointed principal
the difference between all taxes, interest and penalties which they must pay by reason of her death
and those which would be payable by them if such un appointed principal were not taxahle in her
estate and shall add the balance of such unappointed principal to my residuary Trust.
FlFfH: I give and devise the residue of my est~le.
real and personal, to my Trustee hereinafter named, IN TRUST, as follows:
(a) The net income therefrom shall be paid to my spouse, SALLY R. GOAS.
for life.
(b) My spouse shall have the power to appoint to herself up to the greater ~mollnt
of five percent (5%) or $5,000.00 annually from the principal of the residuary trust under this
Item. This power of appointment shall be noncumulative and may be exercised during mv
spouse's lifetime only by her giving the Trustee written direction other than by her Will.
(c) Upon the death of my spouse, or in the event my spouse predeceases me. my
estate shall be distributed as follows:
(i) All the rest, residue and remainder of my estate shall be divided intn two
(2) equal shares, and one share shall be paid to each of my sons, to wit: JEFFREY L. GOAS and
BENJAMIN S. GOAS. In the event either of my aforesaid children should predecease the
survivor of my spouse and me, his share shall be paid to his surviving issue, llIT stirpes. or in
default of such issue, shall be paid to my remaining child, or to that child's surviving issue. 12.eI
stirpes, as the case may be.
(ii) If no issue of my children survive the survivor of my said spouse and
myself, the remaining undistributed principal and accumulated income shall be p~id over to
CHRIST PRESBYTERIAN CHURCH, currently located at 421 Deerfield Road, Camp Hill.
Pennsylvania.
SIXTH: Trustee may use principal of the trust under
[tern FOURTH hereof (Marital Deduction Trust) only for the benefit of my spouse. With the
foregoing exception my Trustee may use principal from the trust under Item FlFfH hereof
(Residue Trust) for the benefit of my spouse and issue as that Trustee deems necessary:
(a) To meet the expense of any accident, illness or other
emergency befalling any of them.
(b) For maintenance, support and education (including
college and graduate school);
(c) To pay funeral expenses, including the cost of a
grave marker and perpetual care of the grave.
Any principal used for the benefit of my issue shall be charged as an advancement
from his or her family's share of the trust. Further, any invasion on behalf of any issue cannot
exceed the amount that would be allocated to his or her family's share of such trust.
Notwithstanding the foregoing, the power to consume, invade or appropriate
property for the benefit of my spouse and issue shall be limited by ascertainable standard relating to
health, education, support or maintenance within the meaning of subparagraph (a) of Section
2041(b)(I) of the Internal Revenue Code of 1954 or any similar provision which may De in effect
at the time of my death so that such power will not constitute a general power of appointment.
SEVENTH: I appoint my Trustee as Guardian to hold for
minors all property payable by law to a guardian appointed by my Will and use the same for the
minor's maintenance and education, either directly or by payment to any person selected to
disburse it, whose receipt shall be a complete acquittance therefor. All unexpended income and
principal shall be paid to the minor at majority. For purposes of this Will, majority shall he
construed to be when the individual attains the age of twenty-one (21) years.
EIGHTH: No provision of this Will is intended tn
exercise any power of appointment, including any power of appointment granted to me hy mv
spouse's estate planning or other documents.
NINTH: All taxes, interest and penalties thereon
payable by reason of my death with respect to property comprising my gross estate, whether o! not
passing under this Will, shall be paid from the principal of my residuary estate under Item FIFlH.
provided however, that funds of my Trust created herein may be used to pay taxes. interest and
penalties attributed to such trust assets.
TENTH: No interest of any beneficiary under this Will
or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation, and the
personal receipt of such beneficiary shall be the sufficient and only discharge of my Executor and
Trustee ,mless otherwise provided herein.
ELEVENTII: In addition to powers given them by law, my
Executor and Trustee and their successors and any guardian acting hereunder shall have the
following discretionary powers applicable to all real and personal property held by them, effective
without court order and until actual distribution:
(a) To retain all property received by them including the
stock of any corporate fiduciary acting hereunder,
provided such property remains productive;
(b) To invest in all fortl1s of property without restriction
to investments authorized to fiduciaries, so long as
such investments are productive,
(c) To join in any incorporation, partnership,
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
investors;
(d) To compromise controversies;
(e) To exchange or sell for cash, property or credit,
publicly or privately, or to lease, even for a teml
exceeding five (5) years or the duration of the trusts
hereunder, without liability on the purchasers or
lessees to see to application of the consideration, and
to give options for these purposes without obligation
to repudiate them in favor of a higher offer;
(f) With respect to my residuary trust under Item I'IFI11
hereof, to allocate items of receipt or disbursement
between income and principal as they deem equitable
regardless of the character given such items by law:
(g) To apply income or principal to which any
beneficiary is entitled directly for his or her
maintenance and support should they deem such
beneficiary incapable of receiving the same by reason
of age, illness or any infirmity or incapacity, or to
pay the same to such person as they select to
disburse it, whose receipt shall be a complete
acquittance therefor, without the intervention of any
guardian;
(h) To borrow money, including the right to borrow
from any corporate fiduciary acting hereunder, and
mortgage or pledge as security;
(i) To hold investments in the name of a nominee:
UJ To distribute in cash or kind or partly in each at
valuations fIxed by them;
(k) To assume continuance of the status of any
beneficiary with reference to marriage, divorce,
illness, incapacity or other change in the absence of
information deemed reliable without liability for
disbursements made on such assumption;
(I) To elect to value my gross estate for Federal estate
tax purposes as of the date of my death or as of the
alternate valuation date as allowed for such purposes,
and to claim as income tax deductions expenses that
would otherwise qualify as estate tax deduction and
other elections allowable under law;
(m) Except to the extent necessary in order that the trust
under Item FOURTH hereof qualify for the marital
deduction allowable under the Internal Revenue
Code, it shall not be necessary to segregate
investments as belonging to a particular trust or share
therein and all interests may be held in undivided
form in a single fund from which proportionate
distributions are made based on current reappraisals:
(n) To merge any similar trust established by my spouse
where the terms of the same are identical;
(0) To make income or principal distributions during the
course of administration of my estate or trust created
hereunder;
(p) In the event that I am the beneficiary of a qualified
terminal interest trust and the same is taxable in my
estate, I direct that my Executor shall seek
reimbursement from said trust for all taxes due by
my estate because of the inclusion of such trust in my
estate, said computation of taxes due to be computed
by taking taxes owed by my estate and such property
included therein as compared to the taxes my estate
would owe in the event said property were not
taxable in my estate; and
(q) To undertake any and all acts deemed necessary and
proper by it for the proper and advantageous
management of any trust and the settlement of my
estate.
1WELFTH: No fiduciary who is a beneficiary of my
residuary trust created in Item FIFfH hereof shall participate in the exercise of any discretionarv
power to use the principal thereof for the benefit of any person or to apportion or allocate items of
charge or credit between principal and income of such trust. Additionally, no fiduciary named
herein shall participate in any discretionary decision to invade or use the principal of any trust
hereby created for hislher benefit or for the benefit of hislher issue and in addition no fiduciary
named hereunder shall enter into any reciprocal arrangement with any other fiduciary to make snch
discretionary distributions. No fiduciary named herein shall have any power with regard to the
administration of a trust created hereunder if such power would cause the trust to be includible in
his or her estate for federal estate tax purposes.
1HIR1EENTH: Any person, other than my spouse,
who shall have died within thirty (30) days of my death, shall be deemed to have predeceased me.
If my spouse and I die simultaneously, or under such circumstances that the order of our deaths
cannot be established by proof, my spouse shall be deemed to have survived me. Any person
(other than myself) who shall have died at the same time as any then recipient of income or in a
common disaster with such beneficiary, or under such circumstances that it is difficult or
impossible to determine who died first, shall be deemed to have predeceased me.
FOURTEENTH:
I appoint my spouse, SALLY R.
GOAS, as Executrix of and as Trustee under this my Will, she to serve jointly with my two sons.
to wit: JEFFREY L. GOAS and BENJAMIN S. GOAS. In the event my said Co-Executors
and/or Co-Trustees cannot act or continue to act as such for any reason, or in the event other
circumstances make it prudent, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY
to act in his/her place. No fiduciary acting hereunder shall be required to post bond or enter
security in any jurisdiction.
FIFTEENTH:
My Corporate Fiduciary, if any. shall
receive compensation for the performance of its functions hereunder in accordance with its
Schedule of Fees in effect from time to time during the period over which its services ar~
performed.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this" day of
a .
r' 1996', to this and the preceding pages, and I have also placed my initials on
each eceding page for better identification and greater security.
~/ 7~J S_ ~t1S, dr.
THOMAS S. GOAS, jR,
(SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator,
THOMAS S. GOAS, JR., as and for his Last Will and Testament, in the presence of us, who at
his request, in his presence and in the presence of each other, have hereunto subscribed our names
as witnesses,
.5/ CAu!e~ k. s: ~ i elcl$ :ii__
I
0/ EM I(Y ).. cJ62:3
July 31, 1996