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HomeMy WebLinkAbout09-19-14 (2) � 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes �NHERITANCE 7AX RETURN County Code Year File Number Po Box 2soso� 2 1 1 4 3 0 0 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYWY 0 3 2 3 2 0 1 4 0 1 1 8 1 9 2 9 DecedenYs Last Name Suffix DecedenYs First Name MI U p d e g r o v e D o r i s J (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Sociai Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q 1.Original Return � 2.Supplemental Return � 3.Remainder Return(Date of Death Prior to 12-13-82) � 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Retum Required death after 12-12-82) � 6.Decedent Died Testate � 7.Decedent Maintained a Living Trust � 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) � � 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11.Ele�n to Tax und�i.3ec.�13'(�A) Between 12-31-91 and 1-1-95) (Att Schedule U}� � �'*� CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFO 'Ai�N SHOU E DI 1�T0: Name Daytime Te�ephaRed�tumbe� �� n ,--a �-- t—� �-�1 W a y n e F • S h a d e , E s q u i r e 7 1 7� � � . ��'3 �B 2 c��-'� , ca i REGISF�R�DF dIVILLS ONLY' � i � , rv r-' r First Line of Address �I � , N � � 5 3 W e s t P o m f r e t S t r e e t j " C° � Second Line of Address I ' � I � City or Post Office State ZIP Code I DATE FILED _ � C a r 1 i s 1 e P A 1 7 0 1 3 , CorrespondenYs e-mail address: WayriBfShadE�Q,COri1CaSt.riet Under penalties of perjury,I deGare that I have examined this retum,inGuding accompanying schedules and statements,and to the best of my knowledge and belief, it is Vue,correct and complete.DeGaration of preparer other than the personal representative is based on all infortnation of which preparer has any knowledge. S ATURE F PERS.Ou•7RE NSIBLE FOR FILING RETUR-/�N- /� DATE �/ o \\ �tJIM/J�.t /YV�,w Y L�.[i�.� / /v // ADDRESS 3D Mel Ron Court Carlisle PA 17015 SIGNAT RE OF PREP T N REPRESENTATIVE n'�AZ�/� y ts ADDRES 53 West Pomfret Street Carlisle PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 � . �� � � � 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number DecedenYs Name: D O I"1 S J • U p d e g r o v e RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . .. . . . . . . . . . . .. . . ... . . . . .. . . . . . . .. 1• • 2. Stocks and Bonds(Schedule B) . . . . . . .. .. . . . . . . . . . . . . . . . . . . . . . . . . .. .. 2• • 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . ... ... . . . . . . . . . . . . . .. 4. • 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . .. .. 5. 1 7 8 0 8 . 3 1 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . .. 6. • 7. Inter-Vivos Transfers 8�Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . . .. 7. . 8. Total Gross Assets(total Lines 1 through 7) . .. . . . . . . ... . . . . . . . . .. . ... . 8. 1 7 8 � 8 . 3 1 9. Funeral Expenses and Administrative Costs(Schedule H) ........ ... . . . . . .. 9• 1 9 4 6 . 3 9 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . .. . . . . . . .... 10. � • � � ��. Total Deductions(total Lines 9 and 10) .. . . .. . . ... . ... .. .... . . ... ..... 11. 7, 9 4 6 . 3 9 12. Net Value of Estate(Line S minus Line 11) . . .. . . . ... . .... . . . ..... . . . .. 12. 1 5 8 6 1 . 9 2 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . .... . .. . . . . ... . . . . . .. 13. . 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . .... . . . . . . . .. ..... 14. 1 5 8 6 1 . 9 2 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES � 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at�i�ea�rate x.045 1 5 8 6 1 . 9 2 �s. 7 1 3 . 7 9 17. Amount of Line 14 taxable at sibling rate X.12 � . � � 17. � . � ❑ 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 �g, 0 . 0 0 19. TAX DUE . . . . . .. .. . ... .. . . . . .. ...... .. . . . . . . .. ... . . . . . . . . . ... .. 19. 7 1 3 • 7 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 L 1505610240 1505610240 J REV-15�0 EX(FI) Page 3 File Number ,Decedent's Complete Address: 21 14 300 DECEDENT'S NAME Doris J. U de rove STREET ADDRESS The Brid es at Bent Creek 2100 Bent Creek Boulevard CITY STATE � ZIP Mechanicsburg � PA 17050 Tax Payments and Credits: 1� Tax Due(Page 2,Line 19) (1) 713.79 2. CreditslPayments 650.00 A.Prior Payments B.Discount 34.21 Total Credits(A+g) �2) 684.21 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 29.58 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ � b. retain the right to designate who shali use the property transferred or its income ............................... ❑ ❑X c. retain a reversionary interest ..................................................................................................... ❑ ❑X d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X 2. If death occurred after December 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�eath bank account or security at his or her death? ......... ❑ ❑X 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑ ❑X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse i: 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 [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are 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 from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)�. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in n2 P.s.§s��s(a)(�)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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-1508 EX+(OS-12) � pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: � FILE NUMBER: Doris J. Updegrove 21 14 300 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. Mem ers lst Fe era Cre it Umon, savmgs account 3 3156-00 40. 5 2. Members lst Federal Credit Union, checking account# 303156-11 4,993.71 3. Bridges at Bent Creek, resident account 672.00 4. 14k Garnet and diamond ring 600.00 5. 14k Garnet pendant and chain necklace 500.00 6. 14k Diamond pendant and chain necklace 500.00 7. 14k Opal ring 500.00 8. 1.17ct Platinum diamond ring 8,500.00 9. 14k Clasp pearl necklace 400.00 10. United States Treasury, 2013 federal income tax refund 1,101.75 TOTAL(Also enter on Line 5,Recapitulation) � 17,808.31 If more space is needed,use additional sheets of paper of the same size. • S� � MEMBERS is� FFDF.RRL CREDIT UN10N REGULAR SAVINGS ACCOUNT: Account Number/Suffix 303156-00 Date Account Established 03/24/2007 Principal Balance at Date of Death �40.85 Accrued interest to Date of Death S0.00 Total Principal and Accrued Interest �40.85 Name of Joint Owner None CHECKING ACCOUNT: Account Number/Suffix 303156-11 Date Account Established 3/24/2007 Principa! Balance at Date of Death $4,993.71 Accrued interest to Date of Death �0.00 Total Principal and Accrued Interest �4,993.71 Name of Joint Owner None INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix 303156-05 Date Account Established 03/24/2007 Principal Balance at Date of Death �0.00 Accrued Interest to Date of Death 50.00 Total Principal and Accrued Interest �0.00 Name of Joint Owner None MEMBERS 1ST FEDERAL CREDIT UNION er�e A derson Lending Insurance Support Specialist April 16, 2014 Estate of: DORIS UPDEGROVE Date of Death: 3123114 Social Security Number: 162-22-7272 �OOQ Louise Drive • P.<). Bc,,r-4(1 • i�fe�chanicsbur�;, 1'ennsylvania 170�5 • ($00) 283-2328 • w�v�vmemberslst.or�; ... � � � ,� �t'lllf��� ��i7� ���lf �R.���� � � �� � � 2Q0 Sauth Spring Garden Str�et � � � � CARLISLE, PA 17Q 13 � �� �� � ����� � � {?1�7} 24�•�$8$ �� � �� E�in`.i� .....__...._..._ ____.. � 1 E7:1TE ` l'� '" � �� � �1 �C t�'t'h r� �.. ` /` ! ,=,�r���� � � .. �.u._ � . ,�.., -� , �, -,.. � �. ,..-. �,t3�l.� �•( _� .. . ..: � � �.,/�*..�r� .,,F-i,�, ��..._ L�rr+d'1Kfi t7'v i����"?� � ��, �F....,'i i � y � i � � � .� � ��.��1 � � � I �"�r'r�, ..i- ° `�.,� ��.�, f ��'� � � _.. }j� ' � �' �'-��-- �� '�- t�} -�- # ��"i � ' �'"��_ ���:~� � � l�' �. t�� �� ' C``� � '�L� r� _. . , �{ - � � t• �� ��. G� _._._____ } � _„ r / � �' ��� �'� �%( � �' ` ! .5 ��� . ���� . � �.,� � "`'. �?' ,�.�1l.�.�,_ E l� jf' �<;,-,E ' /,,� � L� ,� � G'��,� C�(:.� ,-� s�e�ca%�� ir�������cT��rv��� � AMOUNT I , / +�,,." ��.''! .r`> /��� �l �f 5�`� QF S�LE ; G"�``; t�C� � � T�X � { � . ; �, ^ I TOTqL f ; .� � f.r- ; �-- a�FK�o�r�T ' ! r � P�1C � f ' i . , (• ��._.� � ��_� ��� � _ _ __�.�_ �_ ( ._ ... : C v i �r'1�.�(��� _- -- i . )t��_., iil� !'iEi C�c:I�11S .iti(� iatl(ftl�.� C10CJC: , ��:'iU5� �.<' ;CCO171�3(l(E',C.� f)�,' if1l$ �}I��. 4857 � -���� � �r�u .,� .-. , �.� �� � , �,:.�,�.� ,4�, _ � . � , , . REV-15:1 EX+(08-13) � pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND � INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF " FILE NUMBER Doris J. Updegrove 21 14 300 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: �. Neill Funeral Home, Inc. 299.70 2. Bridges at Bent Creek, memorial lunch 151.53 3. Memorial Print,memorial cards 54.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2, a,nomey Fees: Wayne F. Shade,Esquire 1,000.00 3. Family Exemption:(If decedenYs address is not the same as daimanYs,attach explanation.) Claimant SVeet Address City State ZIP Relationship of Claimant to Decedent 4. Pro�,�F�: Register of Wills of Cumberland County, PA 123.50 5 Accountant Fees: 6. Tax Retum Preparer Fees: �, James Line Jewelers,jewelry appraisal 26.50 8. Cumberland Law Journal, advertise Letters Testamentary 75.00 9. The Sentinel, advertise Letters Testamentary 201.16 10. Register of Wills, file inheritance ta�return 15.00 TOTAL(Also enter on Line 9,Recapitulation) $ 1,946.39 If more space is needed,use additional sheets of paper of tl�e same size. REV-1513EX+(01-10) � pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Doris J. U de rove 21 14 300 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] �. Pamela K. Laudertnilch Lineal 9,972.38 3D Mel Ron Court Carlisle, PA 17015 2. James M. Foote Lineal 972.40 2309 Murrell Road Hockey, TX 77447 3. Beverly A. Cordier Lineal 1,572.38 14 Creamery Road Boiling Springs, PA 17007 4. Michael S. Updegrove Lineal 972.38 845 Bristol Avenue Saginaw, TX 76179 5. Patrick S. Updegrove Lineal 972.38 48 Gary Drive Hamilton,NJ 08690 6. Kathryn L. Foote Lineal 400.00 2309 Murrell Road Hockey, TX 77447 7. Kathryn M. Cordier Lineal 500.00 14 Creamery Road Boiling Springs, PA 17007 ENTER DOLLAR AMOUNTS FOR DISTRIBUT�ONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. Ij. NON-TAXABLE DISTRIBUTIONS: 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 DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. � If more space is needed,use additional sheets of paper of the same size. ' Continuation of REV-1500 Inheritance Tax Return Resident Decedent Doris J. Updegrove 21 14 300 Decedent's Name Page 1 File Number Schedule J -Beneficiaries -1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include ou�ht spousal distributions and transfers under Sec.91 6(a)(1.2).] 8. Julie A. Crystle Lineal 500.00 773 Braxton Road Ridley Park, PA 19078 ' REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedenYs date of death: 650.00 Discount: 34.21 Interest Table ! Year � Days Delinquent � Balance Due ' Interest i � this time period i this year ! this period � Before 1987 �— 1982 j ; —�— _--; � 1983 � j 1984 ~ —� 1985 ; ' � � 1986 _ i 1987 I ', — I � 1988 throu h 1991 �� � 1992 � —� � i 1993 through 1994 � � ; � I 1995 through 1998 ! � ' ; � - i i --� I 1999 � � 2000 � , 2001 � ' i _� 2002 I i 2003 ' ; I � 2004 � � 2005 ; 'i � --� 2006 i i � � 2007 ! I I2008 � � �� � 2009 � i � 2010 � ! j 2011 through 2014 i I _� � i � , ------ li � � � �-- -�-- —;— � I , i � ; � '� TOTALS ' � Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: 1 C,AST WILL AND TESTAMENT I, f.)ORIS J. UI'l)I;GROVI:, of th� '1'o��mship of Middlesc�, County of Cumbcrland, Common�vcalth of I'ennsylvZnia, bcing oi'sound and disposing mind, mcm�ry and undcrstanding, do make, publish and declare thi5 as and for my Last Will and Tcslamcnt, hereby revaking and makin� vaid all former �vills, codicils and trusts by me al anytime heretoiare mad�. F[RST. 1 order and direct tllal all my just dcbts, funeral expenses and expenses in connection �viih administration oi'llly 1lstat� be paid by my persanal represcntative or representatives, hereinal'ter named, as so�n as conveniently m�y be done alter my decease. I iurlher autharize my personal representative to expend Cunds from my Estate in such amounts as my personal represcntative shall considcr appropriatc, for the disposition and memorial oi'my remains. SECOND. t give and bequeath my pcar( necklacc unto my ciaughter-in-law, � KATHKYN L. FOO"I_l�. ICshe should fai[ to survive me, I give and bequeath the same unto my daughter, PAMI?(.A K. LAUDI:RMILCH. lf she should fail to survive me, I � and t�equeath the samc unto my daughter. [3CVLRLY A. CORDIER. Q THIRD. I give and bequeath my di��mond ring unto m}� daughler, PAMC�A K. LAUUI�RMILCH. If she should lail to sur��ive me, f give and bcqucath the samc unto 1i'nl'NG f.$IInDi: :1qumepa�Laa I11�Y d������ter, E3EVI:R1.1' �1. CORD[C�R. �?11'est Pomliri Strc�� � Ca�lisic 1'rnnti��hama i 1701; � . . , .. _; � �. , � ��� .�,.�� f ,...:. _- FOURTH. I give and bequeath my diamond necklace unto my granddaughter, KATHRYN M. CORDIER. If she should faii to survive me, I give and bequeath the same unto my daughter,BEVERLY A. COR.DIER. FIFTH. I give and bequeath my garnet ring unto my daughter,BEVERLy p. CORDIER. If she should fail to survive me,I give and bequeath the same unto my granddaughter,JUL1E A. CRYSTLE. SIXTH. I give and bequeath my garnet necklace unto my granddaughter,JLJLIE A. CRYSTLE. If she should fail to survive me, I give and bequeath the same unto my daughter,BEVERLY A. CORDIER. SEVENTH. I give and bequeath my opal ring unto my daughter,PAMELA K. LAUDERMILCH. If she should fail to survive me, I give and bequeath the same unto my granddaughter, JULIE A. CRYSTLE. EIGHTH. All the rest, residue and remainder of my Estate,real,personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my children, PAMELA K. LAUDERMILCH,JAMES M. FOOTE and BEVERLY A. A ORDIER, and my stepchitdren,MICHAEL S. UPDEGROVE and PATRICK S. ° UPDEGROVE, in equal shares. If any of my stepchildren should fail to survive me, I . order and direct that his share shall lapse. If any of my children shoald fail to survive me, WAYNE F.SHADE I give, devise and bequeath his or her share unto such of his or her issue who shall survive AUomey at Lsw 53 Wat Pomfret Suat Catlisk,Pau�sylvania 17013 .2_ me, in equal shares, by representation and not per capita. For the purposes of this my Last Will and Testament,such issue shall include children adopted by final decree of adoption prior to my death. , NINTH. For the purposes of this my Last Will and Testament, a person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety(90)days. TENTH. I order and direct that any estate, inheritance or similaz tax due as a result of my death with res}�ect to any property passing as a result of my death,shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be pmrated or apportioned among the persons or beneficiaries receiving�the taxabte property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my Estate whether or not the properiy passes under my Last Will and Testamen� My personal representative shall have full power and authority to pay, ompromise or settle any such taxes at anytime whether with respect to present or firture interests. p ELEVENTH. I order and direct that any liens against any personal property which passes to a designated person either under this my Last Will and Testament or � otherwise shall be paid from the residue of my Estate prior to distribution as an expense WAYNE F.SHADE Attaney at Law 53 West Pomfat Stree1 Carlisk,Prnnsylvania I)013 -3- of administration and that such specific bequests of persona! property not pass subject to any liens thereon. TWELF'TH. Any and all decisions, determinations or actions made or taken by a personal representative hereunder, if made in good faith,shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last Will and Testament shall be liable for any error in judgment or for any depreciation or reduction in value of any Estate assets at anytime, in the absence of willful defauit. THIRTEENTH. I order and direct that,after the completion of any organ or � other tissue donation that I have directed, my body be cremated and that my ashes be interred with those of my late husband,JOHN J. UPDEGROVE,at Indiaatown Gap National Cemetery. � , , LASTLY. I nominate, constitute and appoint my daughter, PAMELA K. UDERMILCH, to be the Executrix of this my Last Will and Testament, but if, for ariy on, she should fail to qualify as such Executrix or decline or cease so to serve,I P ominate,constitute and appoint my daughter, BEVERLY A. CORDIER, and my son, �� JAMES M. FOOTE, to be the successive alternate personal representatives hereof, all to serve withQut bond. My designation of my daughter, BEVERLY A. CORDIER, as my . � first altemate personal representative, is not out of any lack of confidence in or lack of Wnrne F.Synus anorney.t I�w 53 Wes1 Pomfrc1 Staet Carlisle,Pennsylvaoia 17013 -4- love and affection for my son,JAMES M. FOOTE, but is based solely upon the fact that she lives in closer proximity to me. IN WITNESS WHEREOF, I,DORIS.J. UPDEGROVE, have hereunto set my hand and seal to this my Last Will and Testament which consists of seven(7)typewritten pages to each of which I have affixed my signature, this qth day of __,>>� ,A.D. Two Thousand Eight (2008). D EAL) Doris J. Upd ove The preceding instrument, consisting of this and six(6)other typewritten pages, each identified by the signature of the Testatrix,�vas on the date thereof signed,sealed, published and declared by DORIS J. UPDEGROVE, the Testatrix therein named,as her Last Will and Testament, and we, at her request, in the presence of each other,have subscribed our names as witnesses hereto. ;; r s //� WAl'NE F.SHADC ' Attorney at Laµ ' 53 West Pomfrct Strctt Cuiisl�,Prnmylvnna 17013 ' -5- Acknowledgment COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND . ) I,DORIS J. UPDEGROVE,the person whose name is signed to the foregoing instrument,having i�een duly qualified according to law, do hereby acknowledge that I signed and executed the 'instrument as my Last Will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by DORIS J. UPDEGROVE, this 9th day of Julv , 2008. , . oris J. Upd ove ��a�fii� Notary Pub�i COMA10:IWEALTH OF Pt*NNSYLVANiA NOTARIAL SEAL . Affidavit ���•�.�� c�e eao.,c�,r�d co�,�y Commi�ion Expres Oc�ber 5,2008 COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) We� �9�fr�A T�' S�1�d2 �� Np�PY1 N ��'1.'�f�' � Ul�r witnesses whose names are signed hereto, being duly qualified according to law,do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that the Testatrix signed willingly and � � executed it as her free and voluntary act for the purposes therein expressed;that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; WAYNE F.SHADE Allomey et I,atv 53 Wcst PomGet Start Carlisk,Pennsyivania 17013 -6- Y and that, to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn to or af�irmed and subscribed to before me by _ Wavne F. Shade and Heien ii. S�ade ,witnesses, this 9th day of July , 2008. �w� ��� � � � �,� Notary Pu c COMMO.VwEALTH OF PENNSYLVANLI � NOTARIAL SEAL -CONNIE J.TRITT,Wota�r PubSc C�Gsfe Boro.,Q�Cou�qy �Commi�ron F�cp6res OcEober 5,2008 WAYNE F.SHADE Attorney at Law 53 Wat Pomfm Slrcet Culisk.Pennsylvania 17013 -7-