HomeMy WebLinkAbout03-24-15 (2) J Pennsytvania 15 0 5 61410 5
OEPAHTMFNTOfPEVQiVE EX(03-14)(FI)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year Fde Number
PO gOx 280601 INHERITANCE TAX RETURN � ' I� � ��
Harrisburg, PA 171Z8-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
_ _. — _ . � _. _. ..._.. .___. _ _ -_, �.... _ _.. _ ,
� 07122014 ' 06261924
_ __. ...... .__ _� > . _ . __- _._ ..
_ . _._
DecedenYs Last Name Suffix DecedenYs First Name MI
Duckett ` s Kenneth ;W '
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Su�x Spouse's First Name MI
Duckett Catherine J
__ _ _—... ___ _____ _ _ .__. � E._..._ � � _�_� .._._ _ __�_ � _� __
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Return p 2.Supplemental Return p 3. Remainder Return(date of death
priorto 12-13-82)
p 4.Agriculture Exemption(date of p 5. Future Interest Compromise(date of � 6. Federai Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
� 7. Decedent Died Testate p S. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes
(Attach copy of will.) (Attach copy of trust.)
p 10. Litigation Proceeds Received p 11. Non-Probate Transferee Return p 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
O 13. Business Assets � 14.Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
John D. Killian, Esquire (717) 232-1851
First Line of Address
'218 Pine Street
_._ . ___ ..___—_.._.._ __..__�_._.__ ___.._. _.__ __. __._
Second Line of Address
... _ .__.� ._ . ._�..._ ..___ __ _.„ ... ___...._. �... ...__� . . _.. _. ,
City or Post Office State ZIP Code
;Harrisburg PA 17101
Correspondenrs emaii aaaress: Jkillian@killiangephart.com
REGISTER OF WILLS USE�ONLY
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REGISTER OP WILLS USE ONLY C:7 ;�z % {r�
L3AT�FI�ED lY1M[Il?YYYY .' c� r� , '� c'�
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PLEASE USE ORIGINAL FORM ONLY � " -•7
Side 1
���������������������������1I4I1I0 5���������)�������� 15�5 61410 5 J
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� 1505614205
REV-1500 EX(FI)
DecedenYs Social Security Number
Decedenrs Name: Kenneth W. Duckett
RECAPITULATION
1. Real Estate(Schedule A). .. .. .. .... . .. ..... ... . ... ... .. ... ... ... ..... 1.
2. Stocks and Bonds(Schedule B) ... . ..... .... . ...... . ... .. .. ... .. .. ... . 2. ' 340,636.01
3. Ciosely 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. ' 265,667.29 ,
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. ' 12,683.23 '
... � ... _.., ,
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested.... .. .. 7. ', '
8. Total Gross Assets(total Lines 1 through 7).. ... . ... . . ...... ... .. ..... .. 8. ' 618,986.53
9. Funeral Expenses and Administrative Costs(Schedule H).. . .. .. . .. .. .... ... 9. ' 60,950.43 '
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)....... .. .. ... . 10. 27,827.04 ':
11. Total Deductions(total Lines 9 and 10). . .. ... ........ . ... .. ..... ..... .. 11. 88,777.47
12. Net Value of Estate(Line 8 minus Line 11) ... .. ... ... .... ... ....... .. ... 12. ' 530,209.06 i
13. Charitable and Governmentai Bequests/Sec.9113 Trusts for which �
an election to tax has not been made(Schedule J) ... ... .... ....... ... .. .. 13. '
14. Net Value Sub'ect to Tax Line 12 minus Line 13 14. ' 530,209.06 ,
1 � ) .. ..... ... .. . ... ..... ...
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 _._ �... _. . _ � _...._ . . .. . _.
(a)(�.2)X.o- 15. 530,209.06 '
�_. . ��. _�..�,.. �....� v��.� .. , . �_.. _ _ -- ��
16. Amount of Line 14 taxable '
at lineal rate X A_ 16.
v. ._ . , .��__. .. ..... �, �,u .. ,.. . � �_.. ,. _.. �
17. Amount of Line 14 taxable
at sibling rate X.12 ' ��� ' '
; . �. ..,.,.�... . ��_ . .. ... ,__. �.. . _.� K . e
18. Amount of Line 14 taxable
at collaterai rate X.15 •' ' �$•
19. TAX DUE ........ .... ... ... . __ _ . .. ... .. ... .. .. .. .. 19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete. Declaration of preparer other than the person responsible for filing the retum is based on all information of which preparer has
any knowledge.
SIGNATURE O�-PERS SPONSIBL�FO�LING%TU�C--k,� � DATE
L �'0
�
ADDRESS
5225 Wilson Lane, Apt. 324, Mechanicsburg, PA 17055
SIGNATURE OF PREPARER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN DATE
ADDRESS
i iiiiii iiiii iiiii i�i��ii��i�i�i�i�i�iiiii iiiii iiii iiii Side 2 �
� 1505614205
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Duckett, Kenneth W.
STREET ADDRESS
5225 Wilson Lane
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. CreditslPayments
A.Prior Payments
B.Discount
(See instructions.) Total Credits(A+B) (2)
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)
5. If Line 1 +Line 3 is greater than Line 2,enter the diiference.This is the TAX DUE. (5)
Make check payable to: REGISTER OF WILLS, AGENT.
� - � . �.�u . .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred .......................................................................................... ❑ �
b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ �
c. retain a reversionary interest .............................................................................................................................. ❑ �
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ �
2. If death occurred after Dec. 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? ........................................................................................................................ ❑ �
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
is 3 percent[72 P.S.§9116(a)(1.1)(i)J.
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 suNiving 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 oniy 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 step-parent 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is tlefined,
under Section 9102,as an individual who has at least one parent in common with the tlecedent,whether by blootl or adoption.
REV-15o3 EX+(8-1z)
� pennsylvania SCHEDULE B
DEPARTMENT OFREVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Duckett, Kenneth W. 2014-00672
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1' 2299.938 shares Allianzgi NFJ Dividend 39,466.94
2 1286.332 shares Allianzgi NFJ Small Cap Value Fund Class AM 44,854.40
3 826.572 shares Capital Income Builder Fund Class F1-Ameri 50,445.69
4 756.884 shares Hartford Capital Appreciation Fund Class A 37,057.04
5 3321.142 shares Ha�ford Floating Rate Fund Class AMIF 30,023.12
g 3997.875 shares Hartford Unconstrained Bond Fund Class A 40,818.30
7 415.429 shares Neuberger Berman Genesis 17,065.82
g 1577.607 shares Pimco Income Fund Class P NIL 20,082.94
g 2579.609 shares Pimco Total Return Fund Class P N/L 28,277.51
10 1341.684 shares Quaker Strategic Growth Fund Class A M/F 32,549.25
TOTAL(Also enter on Line 2, Recapitulation) $ 340,636.01
If more space is needed,insert additional sheets of the same size
REV-15o8 EX+(o8-i2)
� pennsylvania SCNEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Duckett, Kenneth W. 2014-00672
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
�. Raymond James Account No.79749415,cash balance 86,582.76
2 PNC Money Market Account No.5005798894 38,886.16
3 Raymond James,dividend check 1,600.00
4 Orrstown Bank,Certificate of Deposit No. 149000765 77,785.22
5 Orrstown Bank,Certificate of Deposit No.4000040667 57,444.79
g Pacific Life,annuity payment 1,592.87
7 State Farm, refund 81.31
g State Farm, refund 390.56
g Neurology Center PC,refuntl 20.12
10 Discover Card, refund 1,141.71
11 Spirit Physician Services,refund 2�.22
�2 Neurology Center PC,refund 18.49
13 Crumay Parnes Associates, Inc.,refund 28.2�
14 Jackson Siegelbaum,refund 73�88
TOTAL(Aiso enter on Line 5, Recapitulation) $ 265,667.29
If more space is needed, use additional sheets of paper of the same size.
REV-i5o9 EX+(o1-io)
� pennsylvania SCHEDULE F
DEPARTMENTOFREVENUE )OINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Duckett, Kenneth W. 2014-00672
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Sthedule G.
SURVIVING]OINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A.
B.
C.
]OINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
IfEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S iNTEREST
1. A. 05/20/04 Raymond James,Account No.86391748 25,366.47 50 12,683.23
TOTAL(AIs4 enter on Line 6, Recapitulation) $ 12,683.23
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (08-13)
� pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Duckett, Kenneth W. 2014-00672
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Parthemore Funeral Home 5,641.93
e. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions: 25,000.00
Name(s)of Personal Representative(s) Catherine J. Duckett
Street Address 5225 Wilson Lane Apt. 324
city Mechanicsburg state PA ZIp 17055
Year(s)Commission Paid: 2014, 2015
25,000.00
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) 3,500.00
Claimant Catherine J. Duckett
Street Address 5225 Wilson Lane Apt 324
ciry Mechanicsburg State PA ztP 17055
Relationship of Claimant to Decedent SpOUSe
4. Probate Fees: 543.50
5. Accountant Fees;
6. Tax Return Preparer Fees: 1,265.00
7.
TOTAL(Also enter on Line 9, Recapitulation) $ 60,950.43
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+ (12-12)
� pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT,
INHERITANCETAXRETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Duckett, Kenneth M. 2014-00672
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• Apria Healthcare 12.90
2 Bonnie K.Miller,Tax Collector 19.60
3 Comcast 62.43
4 PNC Bank 77.53
5 Medicine Shoppe 404.92
6 Medicine Shoppe 290.15
7 Dental Charges 94.10
8 E.Eugene Kilmore,MD 25.41
9 East Pennsboro Ambulance Service 35.00
10 Holy Spirit Hospital Quantum Imagine 31.02
11 Bethany Viilage at Home 189.50
12 Bethany Village at Home 52.50
13 Medicine Shoppe 47.54
14 State Farm Casualty Co. 115.00
15 Bethany Village 12,663.50
16 Bethany Village 8,153.06
17 Riverside Anesthesia 638.97
18 Medicine Shoppe 46.36
19 Accumer Billing Services 25.41
20 Apria Healthcare 12.96
21 PA Department of Revenue 124.00
22 U.S.Treasury 1,268.00
23 Boscov's 87��9
24 Pinnacle Health 15.42
25 PNC Bank Visa 20.70
SUB TOTAL(Also enter on Line 10, Recapitulation) $ 24,513.17
If more space is needed,insert additional sheets of the same size. ��,j, 2]�$2�.04
REV-1512 EX+ (12-12)
� pennsylvania SCHEDULE I
pEPARTMENTOFREVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Duckett, Kenneth W. CONTINUATION SHEET 2014-00672
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION Of DEATH
1• Jackson Siegelbaum Gastroenterology 2.05
27 The Sentinel 233.02
28 V.Eugene Kilmore,MD 43.82
29 Bethany Village 40.00
30 Holy Spirit Hospital 108.28
31 PNC Bank 20.70
32 Bethany Village 1,188.10
33 Shaun E.0'Toole 1,665.00
34 Holy Spirit Hospital 4.04
35 Holy Spirit Hospital 8�86
SUB TOTAL(Also enter on Line 10, Recapitulation) $ 3,313.87
If more space is needed,insert additional sheets of the same size.
REV-1649 EX+{01-14)
� pennsylvania SCHEDULE O
DEPARTMENTOFREVENUE DEFERRAL/ELECTION OF
INHERITANCE TAX RETURN SPOUSAL TRUSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Duckett, Kenneth W. 2014-00672
�j PART A - DEFERRING STATEMENT
For ali trust assets reportable for Pennsylvania inheritance tax purposes for which a deferral of tax is chosen, the personal
representative responsible for filing the return and the trustee(s) of the trust in question hereby acknowledge the department's
Statement of Policy set forth at 61 Pa. Code § 94.3 concerning any potential termination of the trust under 20 Pa.C.S. § 7710.1
that occurs after the return was filed.
❑ PART B — ELECTION TO TAX AMOUNTS
Complete this section only if making the election to tax the sole use trust.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election
applies to the Trust (marital, residual A, B, bypass, unified credit, etc.).
Enter the description and value of all interests for which the election is made.
DESCRIPTION VALUE
Total o.00
If more space is needed, insert additional sheets of the same size.
.
LAST WILL AND TESTAMENT
OF
KENNETH W. �UCKETT
I, KENNETH W. �UCKETT, declare this to be my Last Wili and
Testament and hereby revoke all prior wiiis and codicils made by me.
FIRST: My Executrix shall pay from the residue of my estnte nll
my debts, funeral, and administrQtion expenses, and uli estate,
inherit4nce, succession, and transfer tnxes imposed by the United
States or any state, territory, or possession, which shall become
payable by reQson of my death. It shall not be necessary to file any
clQims therefor, nor to have them nllowed by uny court.
SECOND: I give all of my tangible personal property to
CATHERINE JEAN DUCKETT, if she survives me by sixty (60) days.
If CATHERINE JEAN �UCKETT is not living on the sixty-first (61st)
� LAST WILL AND TESTAMENT
OF
KENNETH W. DUCKETT
dQy after my deQth, then I give such of my tangible personal property
as is set forth in u sep4rate, dated and unsigned letter of instruction,
which I shall place with my Will, to the persons therein designated. If
I have not left a letter of instruction or for those articles not
distributed under this letter of instruction, I direct that such items �
be sold and the proceeds added to the residue of my estate. Any such
article Qllotted to a minor may, as my Executrix deems advisable,
either be delivered to the minor or to any person to s4feguard on
behalf of the minor.
THIR�: I give and devise the residue of my estate, real,
personal and mixed, of whatever kind and nature, und wherever situate
at the time of my death, including any property over which I now have
2
' LAST WILL AND TESTAMENT
OF
KENNETH W. �UCKETT
or hereafter acquire a power of appointment, to the Trustee
hereinafter named, IN TRUST, to pay or apply the net income,
nccumulated income, and whatever amount of principal is necessary to
pQy for the maintenance, support and health care of my wife,
CATHERINE JEAN DUCKETT. Upon the death of my wi f e,
CATHERINE JEAN �UCKETT, the trust shQll terminate and the
remaining princip4l and accumulated income shall be distributed as
follows:.
a. Seventy-f ive (75%) percent to my son, CNRISTOPHER
SHAUN �UCKETT, his heirs and assigns forever.
b. Twenty-f ive (25%) percent to be shared equally by
CENTRAL PENNSYLVANIA FOO� BANK and BETHES�A
3
� LAST WILL AND TESTAMENT
OF
KENNETH W. DUCKETT
MISSION, Harrisburg, Pennsyivania.
FOVRTH: Except as otherwise provided herein, shouid any
distributee of my estate or any trust created herein be a minor, or, in
the opinion of my Executrix or Co-Trustees, be mentally or physically
incapacit4ted, my Executrix or Co-Trustees may pay his or her share
of my estate or the trust estate to the parent or guardian of the
distributee, or to any person taking care of the distributee, or, in the
cnse of a person under twenty-one (21), mQy deposit the shure in a
savings account, made pQyable to the benef iciary upon attaining
majority, which I define as twenty-one (21) yeQrs of 4ge.
FIFTH: I nominate, constitute and appoint CATHERINE JEAN
DUCKEIT, Executrix of this my Last Will and Testament, to serve
4
LAST WILL AND TESTAMENT
OF
KENNETH W. DUCKETT
without bond or security, and to make distribution of my estate in cash
or in kind, or pQrtly in cash and partly in kind, und in such manner as
she may determine. I authorize, empower und direct her to sell and
convey, by good and sufficient deed, in fee simple estate, any and all of
my reQl estate, at public or privute sale, for such price or prices, upon
such terms and conditions, as in her judgment is best for my estate,
and to that end to sign, seal, execute, acknowledge, and deliver nll
deeds or other instruments necessary therefor, as effectively as I
could do if I were personally present.
In the event such person does not survive me, or refuses to act
as Executrix or does not complete the duties of Executrix, then I
nominate, constitute and appoint CHRISTOPHER�SHAVN DUCKETT
s
LAST WILL AND TESTAMENT
OF
KENNETH W. DUCKETT
as the alternate Executor, to serve without bond or security. My
Qiternate Executor shall have ail of the powers, privileges, duties and
immunities grnnted to my Executrix as provided herein.
SIXTH: I hereby nominate, constitute and appoint CATHERINE
JEAN DUCKETT, and JOHN D. KILLIAN Co-Trustees of the trust
creQted herein. Co-Trustees shall have the following authority and
powers in addition to the authority and powers granted by law:
(A) To invest and reinvest the Trust fund in their discretion. Co-
Trustees are authorized to engage the services of Raymond James
Financial, Inc. or any of its affiliates and to compensate them from the
Trust fund. Such services include, but are not limited to: Investment
mnnagement or service with respect to investments in mutual funds,
bonds, stocks nnd other securities or accounts offered or managed by
OffiliQtes; acting as broker/dealer to execute transnctions at retQil
6
LAST WILL AN� TESTAMENT
OF
KENNETH W. DUCKETT
rates of commission and purchasing any securities underwritten and/or
offered or issued by affiliated corporations, including those offered
ns u principal.
(B) To execute securities transactions without providing written
confirmation thereof to uny benef iciury und to execute securities
transactions ut normal retail rntes of commissions.
� To employ and compensate from the Trust Fund, investment
counsel or advisors, guardians, brokers, agents or nttorneys, which
compensation or fees shnll be paid f rom the Trust.
(D) To vote directly or by proxy at any election or stockholder's
meeting any shares of stock held hereunder, including shares of any
mutual fund.
(E) To hold uny or QII securities or property in Trust's nnme, in
the name of the Co-Trustees, or in the name of a nominee.
(F) The Co-Trustees shall render an uccounting of receipts and
disbursements at least annually to ench beneficinry who is sui juris, or
to the guardian of the benef iciQry i f the benef iciary is not then sui
juris, for such benef iciury's share. The Co-Trustees shull be
reimbursed for all rensonable expenses incurred in the administrntion
�
LAST WILL AND TESTAMENT
OF
KENNETH W. DUCKETT
of the Trust.
SEVENTH: No beneficinry shall have the power to anticipate,
encumber or transfer his or her interest in my estnte or any
trust created herein in any manner other than by the valid exercise of
a power of appointment. No purt of any trust or my estnte shnll be
liable for or charged with uny debts, contracts, liabilities or torts of a
beneficiary or sub ject to seizure or other process by any creditor of a
benef iciury.
IN WITNE55 WHEREOF, I, KENNETH W. DUCKETT, the
Testator, have to this my Last Will and Testament, set my hnnd and
�;
�
seal this��'�day of March, 2013.
��e,�.-�,,�-�� G�, .�-� �- ' (SEAL)
KENNETH W. DUCKETT
s
Signed, sealed, published and declared by the above named
Testutor, as and for his Last Wili and Testament, in the presence of
us, who have hereunto subscribed our names at his request, as
witnesses hereto, in the presence of the said Testator, and of euch
other. The preceding document consists of this and eight (8) other
consecutively numbered typewritten pages.
�` �---/` �'�,�� residin at ��� � 9� �� �N����r�:���.��, �� r��.�,c
9 ��
�.; � �.,.--�.��_- � residing at i7'��:=�i%'s��ll�.f�:�-;��::�� -'��.�.�.ef� ,%-r',-e s r�t:J
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�_,_ __ ' ACKNOWLE�6MENT
COMMONWEALTH OF PENNSYLVANIA )
) ss.
COUNTY OF DAUPHIN )
I, KENNETH W. �UCKETT, the Testator whose name is signed
to the uttached or foregoing instrument, having been duly qualif ied
according to (aw, do hereby acknowledge that I signed and executed
the instrument as my Lnst Will, and thnt I signed it willingly and as my
free and voluntury act for the purposes therein expressed.
Sworn to or affirmed nnd acknov�u edged before me by KENNETH
W. DUCKETT, the Testator, this�"��day of March, 2013.
f � � � �,�;��
_
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Testutor
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.j� `� (�EAL)
co�o���o�p�xxsn.v�xt�
Notary blic
N��l��iotary Public
Rhonda Lang, Dauphin County
City of Harr►sburg,
My commission ex�ires Au ust 09,2016
AFFI�AVIT
COMMONWEALTH OF PENNSYLVANIA )
) ss.
COUNTY OF DAUPHIN )
We, ���-�` �.�.�����s and �. �f; �,�,- (', ��t��=���/ , the
witnesses whose names are signed to the attached or foregoing
instrument, being duly qualif ied according to law, do depose and sny
that we were present and saw the Testator sign and execute the
instrument as his Lnst Will, that the Testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; thnt each subscribing witness in the heQring and sight of
the Testator signed the Will as a witness, and thnt, to the best of our
knowledge, the Testator was at that time 18 or more years of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me by
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�2��,�- �-�'�:�`�S and �-�r P,�;�.� ��-i����/—,
witnesses, this� day of March, 2013.
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Witness
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r� _ � Witness �"
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Notary ublic
COMMONWEALTH[0�PENNSYLVAMA
NOTARIAL SRAi"
Rhonda Lang,Notary Public
City of Harrisburg,Dauphin County
M commission expires August 09,2016
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