HomeMy WebLinkAbout06-04-15 PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF euMl3�2t.�N� COUNTY, PENNSYLVANIA
Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in
support thereof aver(s) the following and respectfully request(S) the grant of Letters in the appropriate form:
Decedent's Information � �r Z�
Name: F-LEA�1-/OP- Z. f31 A^cK�eJ �fE, ►� File No: I�IC
a/k/a:E--Ez-1«zo2F'F 6IAKe!- L V(r-/C4 (Assigned by Register)
a/k/a:ELEANp/L l,314K.- ElGa2
a/k/a: Social Security No:
Date of Death: M AU :3 � 20 I s Age at death: 192-
Decedent
ZDecedent was domiciled at death in ekM,&CALA,v� County, Affv �-+/AAf - (state)with his/her last
principal residence at p tg ,8 Lti a,2t_I S A- 1,701.3 eu Z 4N.L-`-
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 70o WALIJW'f j$O)DZ�M AtD 17613 LI C` cA46Z 2t+4,1d AA
Street address,Post Office and Zip Code City,Township orborough County State
Estimate of value of decedent's property at death:
(f domiciled in Pennsylvania.......... .................. All personal property $ 156D •CM
If not domiciled in Pennsylvania. ....................... Personal property in Pennsylvania $ :
If not domiciled in Pennsylvania. ....................... Personal property in County $
Value of real estate in Pennsylvania.................... ....... .......... .................... $
TOTAL ESTIMATED VALUE. ... $ �}f SBD.0
Real estate in Pennsylvania situated at: I✓yryE'
(Attach additional sheets,ifnecessary.) Street address,Post Office and Zip Code City,Township or Borough County
A. Petition for Probate and Grant of Letters Testamentary p
Petitioner(s)aver($ he/she/they is/ re the Executor(s)named in the last Will of the Decedent,dated 1.2 -.--I �� ` and Codicil(s)
thereto datedS�
J
State relevant circumstances(e.g.renunciation,death of executor•,etc.)
Except as follows: after the execution of the instntment(s)offered for probate Decedent did not marry,was not divorced,was not a party to a pending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g),and did not have a child born or
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ted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person.
O EXCEPTIONS ❑EXCEPTIONS
❑ B. Petition for Grant of Letters of Administration (Ifapplicable)
c•.t.a.,d.b.n.,cl.b.n.c•.ta.,pe-dente lite,durante absentia,durante n:inoritate
If Administration,c.t.a. or d.b.n.c.t.a.,enter date of Will in Section A above and complete list of heirs.
Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person.
[]NOEXCEPTIONS [:]EXCEPTIONS
Petition:r(,),after a proper search has/have ascertained that Decedent left no Will and wa.'survived by the following spouse(if any)and heirs(attach
additional sheets,if necessary):
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Name Relationship Addr s u,
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Fora,RW-n2 rev.10/1112011 Page I of 2
Oath of Personal Representative Official Usc Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF 041MA5;,P_1_4A/,A }
Petitioner(s)Printed Name Petitioner(s)Printed Address
MAAJLV.-J?JBl R eWME A .643F G.E BANDN V-9' D 3
HAA?,8�/tfl ,8l R tCL--hI N E iC� E K(1lK /�PS:W l ?,t G i rNEN 7" L,9it/,-r_, f� ,P vS�u
en e f II ►n es N110 8SS" .z-
The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the best of the knowledge and belief
of Petitioner(s)and that as Pcrsonai Representative(s)of the Decedglit,.the-PetitioneY(-g-will well and-tru administer the estate according to law.
Sworn to or affirmed and'subscribed before Date ,S'--/Z
me this f 11
da FA'tA Date 2 - S
By' _ Date
For the Reg rst r ! Date
BOND Required:❑YES ❑NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters . . . . . . . . . . . . . . . . . . . . . . S Attorney Signature:
( a ) Short Certificate(s). . . . . . o
_ M.
( )Renunciation(s).. . . . . . • - C7 ��-, � rn
( )Codicil(s). . . . . . . . . . . . . p
t-tl
C7.
( )Affidavit(s).. . . . . . . . . . . p Cly
Bond.. . . . .. . . . . . . . . . . . . . . . . . Printed Name: —{ _C7
Commission. . . . . . . . . . . . . . . . . . Supreme Court -rt i r
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7) Iu
Other . . . . . . . . ID Number: -� s�
t rt _n
r
. . . . . . . . ( Firm Name: O 3 t
Address: L C
. . . . . . . . Phone:
Automation Fee. . . . . . . . . . . . . . . Fax:
JCS Fee. . . . Email:
TOTAL. . . . . . . . . . . . . . . . . . . . . S +
DECREE OF THE REGISTER
Estate of �(��0� Z l� Q C1 YY�Qi Q.1� File No: —(Jl Z
a/k/a:
AND NOW, Ag JVD 0 to consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED�tters
arc hereby granted to
in the above estate and(if applicable) that
the instrurrient(s) dated (2 21- '
described in the Petition be admitted to probate and Bled of record as the last ill(and Codicil(s))of Decedent.
Cgi to of tills W a
F•or,,,Rw-n2 rev. 10/111201/ Page 2 of 2
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uti � 1'7'1
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ELEANOR Z.BIRKENMEIER
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I, ELEANOR Z. BIRKENMEIER, domiciled and residing at 62 Commonv ealth Drivep
Basking Ridge, Somerset County, New Jersey, declare this instrument to be my Last Will and-
Testament.
ARTICLE 1
INTRODUCTION
A: PRIOR WILLS. I revoke all Wills and Codicils previously made by me.
B: PAYMENT OF DEBTS AND EXPENSES. My funeral expenses, my debts (other
than debts, if any, secured by mortgages on real estate), the expenses.of my estate and other proper
charges against my estate shall be paid out of my estate assets as soon after my death as conveniently
may be done.
C: IDENTIFICATIONS. At the time this Will is written, I am not married, and I have
three children, BARBARA B. WEKLUK, MARILYN J. BIRKENMEIER, and STUART R.
BIRKENMEIER References in this Will to "children" or "issue", however, shall include persons
born or adopted(if adopted prior to the age of fourteen(14)years)before or after the date of this Will.
�, s i t rr Yie
ARTICLE 2
DISPOSITION OF TANGIBLE PERSONAL PROPERTY
I give and bequeath, absolutely and forever, any automobiles which I may own, all my
personal wearing apparel and jewelry, any household furniture and furnishings which I may own, and
all other tangible personal property owned by me, in accordance with a written statement or list, in my
handwriting or signed by me, which I have prepared or may prepare and/or supplement from time to
time on or after the date hereof. If no such statement or list is found within sixty (60) days after my
death, it shall be conclusively presumed that there is no such statement or list and distribution may be
made on that basis. All such property not passing pursuant to such statement or list, I give to my issue
who survive me, per stirpes. If no issue of mine survives me, then such property shall pass together
with the balance of my property pursuant to Article 3 below.
ARTICLE 3
RESIDUARY ESTATE
A: DISPOSITION OF RESIDUARY ESTATE. If any of my issue survives me, then
the rest of my property (hereinafter known as my "residuary estate") shall be distributed to my issue
who survive me,per sj es, subject to the directions hereinafter set forth in Paragraph B of this Article
3. If no issue of mine survives me, then my residuary estate shall be distributed subject to the
directions hereinafter set forth in Paragraph C of this Article 3.
B: ADMINISTRATION OF CONTINGENT TRUST(S) FOR ISSUE. Whenever any
interest in property is to be distributed to a person subject to the directions set forth in this Paragraph
B,that interest shall be distributed as follows:
(1) If the person is at least forty(40)years old at the time for distribution,the entire
interest shall be distributed to him or her outright and free of trust.
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(2) If the person is at least thirty=five (35) years old but not yet forty (40)years old
at the time for distribution,two-thirds (2/3) of the interest shall be distributed to
him or her outright and free of trust.
(3) If the person is at least thirty(30)years old but not yet thirty-five (35) years old
at the time for distribution, one-third (1/3) of the interest shall be distributed to
him or her outright and free of trust.
The balance of the person's interest, if any, shall be held by my Trustees in a separate trust for the
benefit of the person in accordance with the following terms and conditions:
(i) PAYMENT OF INCOME.
(a) Prior to Age 21. My Trustees shall pay to, or apply for the benefit of,
any person for whom a trust was established pursuant to this Paragraph B and who has not reached the
age of twenty-one (21) years, such amounts from the net income of his or her trust as my Trustees
deem necessary or desirable for such person's health, education, support and maintenance, adding any
excess income to principal at the discretion of my Trustees.
(b) After Attaining Age 21. My Trustees shall pay to, or apply for the
benefit of, any person for whom a trust was established pursuant to this Paragraph B and who has
attained the age of twenty-one (21) years, all of the net income of his or her trust, in convenient
installments,but not less frequently than quarter-annually.
(ii) PAYMENT OF PRINCIPAL. My Trustees shall pay to, or apply for the
benefit of, any person for whom a trust was established pursuant to this Paragraph B, such amounts
from the principal of his or her trust as my Trustees deem necessary or desirable for such person's
health, education, support and maintenance.
(iii) DISTRIBUTIONS. When a person for whom a trust was established
pursuant to this Paragraph B attains the age of thirty (30) years during the term of such trust, on or as
soon as practicable after such birthday, my Trustees shall distribute to the person, outright and free of
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trust, one-third (1/3) of the balance of such trust as of that birthday. When a person for whom a trust
was established pursuant to this Paragraph B attains the age of thirty-five (35) years during the term of
such trust, on or as soon as practicable after such birthday, my Trustees shall distribute to the person,
outright and free of trust, one-half(1/2) of the balance of such trust as of that birthday. When a person
for whom a trust was established pursuant to this Paragraph B attains the age of forty (40) years, on or
as soon as practicable after such birthday, my Trustees shall distribute to the person, outright and free
of trust, the entire balance of such trust. Such trust shall then terminate.
(iv) DEATH OF PERSON PRIOR TO DISTRIBUTION OF ENTIRE
TRUST. If a person for whom a trust was established pursuant to this Paragraph B dies before his or
her respective trust is completely distributed, the remainder of such person's trust shall be paid to such
person's then living issue, per stupes, and, if none, to his or her then living brothers and sisters, per
sti es (including only persons who are my issue), if any, and, if none,then to my then living issue,per.
stupes; provided, however, that each portion otherwise payable to any of my issue who is under forty
(40)years of age shall be retained in trust, subject to the directions set forth above in this Paragraph B
and, further provided, that if none of my issue are then living, such trust property shall be distributed
subject to the directions hereinafter set forth in Paragraph C of this Article 3.
C: CONTINGENT BENEFICIARY PROVISION. Whenever I direct that property be
distributed subject to the directions set forth in this Paragraph C, such property shall be paid over and
distributed to those persons who would have taken and in such shares as they would have taken, my
property if I had died intestate a resident of the State of New Jersey, as of the date of such distribution.
D: GENERAL PROVISIONS.
(i) CONTINGENT GENERAL POWER OF APPOINTMENT. If any person
for whom a trust is held under Paragraph B of this Article 3 dies prior to the termination of his or her
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trust, then notwithstanding the disposition of such trust set forth in Paragraph B,to the extent property
held in such trust would be subject to a tax on generation-skipping transfers pursuant to Chapter 13 of
the Internal Revenue Code of 1986, as amended (the "Code"), and would not qualify for an exclusion
from such tax, such property shall, upon the death of such person, be subject to a general power of
appointment (as defined in the Code) exercisable by such person in his or her Will by specific
reference to this power of appointment, but only to the extent that the grant of such general power of
appointment will cause all or part of such tax on generation-skipping transfers to be either eliminated
or deferred. Any portion of said property not validly appointed shall be distributed in accordance with
the directions set forth in Paragraph B of this Article 3.
(ii) QUALIFIED SUBCHAPTER S TRUST. Notwithstanding any provision
contained in this Article 3 to the contrary, if any trust established pursuant to this Article 3 consists of
one or more shares of capital stock in an S Corporation, as defined in Section 1361 of the Code, then
my Trustees shall divide such trust into two new separate trusts with one new separate trust consisting
of all of the shares of capital stock in each S Corporation formerly held in the old trust, and the other
new separate trust consisting of all other property formerly held in the old trust. Each new separate
trust shall be administered in accordance with the terms and conditions set forth in Paragraph B of this
Article 3; provided, however, that my Trustees shall pay to, or apply for the benefit of, each person for
whom a new separate trust consisting of S Corporation stock is established pursuant to this
Subparagraph (ii), all of the net income from his or her new separate trust consisting of S Corporation
stock, in convenient installments, but not less frequently than quarter-annually. It is my desire and j
i
expectation that each person for whom a new separate trust consisting of S Corporation stock is
I
established make a timely Qualified Subchapter S Election pursuant to Section 1361(d)(2) of the Code
with respect to each S Corporation the stock of which is held in such new separate trust pursuant to
f.
i
this Subparagraph(ii). Each trust created pursuant to this Subparagraph(ii) is intended to qualify as a
"Qualified Subchapter S Trust" as that term is defined in Section 1361(d) of the Code and is to be
administered in such a manner as to qualify as an eligible shareholder of an "S Corporation" under the
Code.
(iii) TERMINATION OF SMALL TRUSTS. If the market value of the assets
constituting any separate trust held under this Will is less than Twenty-Five Thousand Dollars
($25,000), and if in the opinion of my Trustees, it is for any reason inadvisable or inconvenient to
continue to hold such assets in trust, the assets so held shall immediately be distributed to and among
the persons then receiving or entitled to have the benefit of the income therefrom in the same
proportions in which they are receiving or are entitled to have the benefit of such income.
(iv) RULE AGAINST PERPETUITIES -- SAVINGS CLAUSE. If any portion
of any trust created under this Will shall be governed by the law of any jurisdiction which recognizes
the Rule Against Perpetuities (whether imposed by statute or by common law), then such trust shall
not continue for more than twenty-one (21) years after the death of the last survivor of such issue of
mine asare in being on the date of my death, and if on the day prior to the expiration of such period,
any property is still held in trust under this Will, the property so held shall immediately be distributed
to and among the persons then receiving or entitled to have the benefit of the income therefrom in the
same proportions in which they are receiving or are entitled to have the benefit of such income.
(v) SPENDTHRIFT CLAUSE. The interest of each beneficiary in the income or
principal of any trust under this Will shall be free from the control or interference of any creditor of a
beneficiary or any spouse of a married beneficiary and shall not be subject to attachment or susceptible
to anticipation or alienation. In addition, under no circumstances shall my Trustees exercise their
discretion to utilize the principal of any trust for the payment of any services that would otherwise be
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borne by any publicly funded program or by any institution in which any beneficiary under this Will
shall at any time be residing.
ARTICLE 4
SURVIVORSHIP
For the purpose of construction of the previous Articles of this Will, any beneficiary under this
Will who fails to survive me by thirty (30) days shall be deemed to have predeceased me and not to
have survived me.
ARTICLE 5
PAYMENT OF TAXES
I direct that all estate and inheritance taxes (together with interest or penalties thereon, if any)
imposed with respect to all property taxable by reason of my death shall be paid out of my,residuary
estate without apportionment or right of reimbursement, regardless of whether such property is
disposed of by this Will or otherwise, and regardless of whether such taxes are payable by my estate or
by any recipient of any such property.
ARTICLE 6
PAYMENTS TO MINORS OR DISABLED PERSONS
With respect to any property that is required or permitted to be distributed out of my estate or
out of any trust under this Will to any person who is then a minor or who is legally adjudicated as
being under a disability preventing such person from acting properly in his or her own behalf, my
fiduciaries may make such a distribution in any one or more of the following ways:
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(a) to such person directly;
(b) to the legal guardian of the property of such person;
(c) to the parent, spouse or other individual having the care and custody of such person
who shall preserve or apply the property for the immediate or ultimate benefit of such person (or such
person's estate),but who shall not be obligated to qualify as a legal guardian or account to any probate
court for such property;
(d) to a custodian for such minor appointed under the Uniform Gifts (or Transfers) to
Minors Act of any state(including a custodian selected by my fiduciaries); or
(e) pursuant to contracts with persons supplying services to or for the benefit of such
person.
The receipt for or evidence of any such distribution shall be a complete discharge of my
fiduciaries to the extent of such distribution, and my fiduciaries shall have no duty to see to the actual
application of amounts so paid.
The term "minor" as used in this Article 6 shall mean and include any person under the age of
twenty-one (21) years, regardless of state law, and a minor's "minority" for all purposes herein shall
continue until he or she attains the age of twenty-one(2 1)years.
ARTICLE 7
FIDUCIARIES
A: EXECUTORS. I nominate my daughter, BARBARA B. WEKLUK, my daughter,
MARILYN J. BIRKENMEIER, and my son, STUART R. BIRKENMEIER, or the survivors or
survivor of them, to be Co-Executors of this Will. If for any reason BARBARA B. WEKLUK,
MARILYN J. BIRKENMEIER, and STUART R. BIRKENMEIER; should each decline to serve
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or fail to qualify or cease to act as an Executor; and if the further selection of an Executor will be
necessary but no successor Executor has been appointed pursuant to the provisions of Subparagraph
(ii) of Paragraph D of this Article 7, then the selection of a successor corporate Executor shall be made
by my oldest living issue, or, if such issue is a minor or is legally incompetent, then by such issue's
Guardian.
B: TRUSTEES. I nominate my daughter, BARBARA B. WEKLUK, my daughter,
MARILYN J. BIRKENMEIER, and my son, STUART R. BIRKENMEIER, or the survivors or
survivor of them,to be Trustees of any trust established under this Will. If for any reason BARBARA
B. WEKLUK, MARILYN J. BIRKENMEIER, and STUART R. BIRKENMEIER, should each
decline to serve or fail to qualify or cease to act as a Trustee, and if the further selection of a Trustee
will be necessary but no successor Trustee has been appointed pursuant to the provisions of
Subparagraph (ii) of Paragraph D of this Article 7, then the selection of a successor corporate Trustee
shall be made by my oldest living issue, or, if such issue is a minor or is legally incompetent, then by
such issue's Guardian.
C: WAIVER OF BOND. I direct that my Co-Executors and Trustees named or
appointed under this Article 7, including any successor Executors and Trustees, shall not be required to
give any bond and that if, notwithstanding this direction, any bond is required by any law or rule of
court,no sureties shall be required on such bond.
D: GENERAL PROVISIONS.
(i) Notwithstanding anything to the contrary contained herein, no person serving
as a Trustee of the trusts hereunder created shall, in his or her capacity as a Trustee, participate in any
decision relating to the discretionary (not based on ascertainable standards) distribution of principal or
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income of the within trusts to or for his or her benefit, his or her creditors or in discharge of his or her
legal obligations.
(ii) The last acting sole individual Executor and/or Trustee for whom there is no
named successor may, pursuant to a written instrument executed by him or her during his or her
lifetime (which he or she may alter from time to time), acknowledged in the same manner as is then
required to record deeds of real estate in the State of New Jersey, or by his or her Last Will and
Testament duly admitted to probate, designate one or more individuals and/or corporate institutions
(and may fix the order in which such individuals and/or corporate institutions shall serve) as: (a)
Co-Executor or Co-Executors and/or Trustee or Trustees, to serve with such individual sole Executor
and/or Trustee; and/or (b) successor Executor or Executors and/or successor Trustee or Trustees, to
succeed such individual sole Executor and/or Trustee in the event he or she shall cease to act as such
hereunder, for any reason whatsoever.
(iii) Any individual Executor or Trustee acting hereunder may, at any time and from
time to time, by revocable power of attorney in writing filed with the corporate Executor or Trustee,
or, if no corporate Executor or Trustee is then serving, with all of the other Co-Executors or Trustees
then serving, authorize any one or more of the other Co-Executors or Trustees to perform on his or her
behalf as Executor or Trustee all acts (or any specific acts) in relation to the administration of my
estate or of any trust created hereunder, whether or not such act involves the exercise of discretion.
The revocation of any such power of attorney shall be in writing and delivered to the corporate
Executor or Trustee, or to all such other Co-Executors or Trustees, as the case may be.
(iv) Should a corporate fiduciary consolidate or merge with another corporation or
bank having a fiduciary character and possessing power to act as fiduciary, including a national bank
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having the proper permit to so act, then I hereby nominate, constitute and appoint any such successor
corporation or bank to act as fiduciary.
(v) If at any time any person is serving as the sole Trustee of any trust hereunder
created for such person's benefit, irrespective of the cause thereof, such person shall immediately
designate any individual or corporate institution to serve as co-Trustee with such person, it being my
intention that no person shall ever act as sole Trustee of a trust created hereunder for his or her benefit.
(A) Notwithstanding anything herein to the contrary, it is my strong wish that my
fiduciaries seek and rely upon my friend, CARLTON R. ANNIS, for advice in making decisions
regarding the administration of my estate or any trust established hereunder.
E: RESIGNATION. An Executor or Trustee may resign without court approval at any
time by an instrument in writing indicating such fiduciary's intent in this regard and indicating the
effective date of the resignation. In the case of the resignation of an Executor, such resignation shall
be delivered to each person who is a beneficiary under this Will, or to the legal guardian of such
person, and to any co-fiduciary; rp ovided, however, that a successor Executor has been provided for
pursuant to this Article 7. In the case of the resignation of a Trustee, such resignation shall be
delivered to each person for whom property is then held in trust under this Will, or to the legal
guardian of such person, and to any co-fiduciary; provided, however, that a successor Trustee has been
provided for pursuant to this Article 7.
F: ACCOUNTING. It is my desire that there be no public or judicial accounting of the
administration of my estate or of any testamentary trust created under this Will, but nothing herein
shall preclude my fiduciaries or any of my beneficiaries from seeking a judicial accounting of any such
administration. The written approval by all of the then living adult and competent beneficiaries of any
matter relating to or arising in the course of the administration of my estate or any testamentary trust
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created under this Will, whether the same relates to an accounting of any action taken or omitted or
proposed to be taken or omitted by my fiduciaries, shall be binding upon all beneficiaries hereof
including those who are minors or as yet unborn at the time of such accounting.
G: CONSTRUCTION. References in this Will to "Co-Executors" shall be deemed to
include not only one or more of the original Co-Executors under this Will, as the case may be,but also
any other Co-Executor or successor Executor or ancillary administrator or administrator with Will
annexed, or personal representative. References in this Will to "Trustees" shall be deemed to include
any one or more of the original Trustees, as the case may be, as well as any successor Trustee.
References in this Will to "fiduciaries" shall be deemed to include any of the persons referred to in this
Paragraph G. Whenever necessary in this Will and where the context permits, the masculine term
shall include the feminine or neuter, and the singular term shall include the plural, and vice versa.
ARTICLE 8
FIDUCIARY POWERS
In addition to and without limitation upon any powers granted under this Will or any powers
granted under N.J.S.A. 3B:14-23 or other applicable law, I give to each of my fiduciaries the powers
set forth in this Article 8, which may be exercised as my.fiduciaries deem advisable, without court
permission or approval, provided that my fiduciaries exercise the care and judgment under the
circumstances then prevailing which persons of ordinary prudence and reasonable discretion would
exercise in the management of and dealing with the property and affairs of another:
A: To retain or invest in real or personal property or an undivided interest in property
(referred to in this Will as "property"), whether or not any investment made or retained is of a
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character or proportion expressly authorized by applicable law,as a legal investment; and to hold any
such investment for such period of time deemed advisable.
B: To sell or otherwise dispose of property, at public or private sale, on such terms
deemed advisable (including cash or on credit); to mortgage, pledge, lease or grant options with
respect to any property for any length of time, whether or not extending beyond the.term of any trust
under this Will; and to manage,repair, develop, insure,improve,partition or abandon any property.
C: To purchase any improved or unimproved real property, at public or private sale, for
cash or on credit, or partly for cash and partly on credit, and/or subject to an existing mortgage or
mortgages, for such purposes, upon such terms and conditions and for such period of time (whether or
not the same extends beyond the actual or probable duration of my estate or of any trust created
hereunder), as my fiduciaries shall deem advisable.
D: To grant options and execute option agreements with respect to the sale or lease of any
property held by my fiduciaries hereunder, without obligation to repudiate the same in favor of better
offers.
E: To foreclose any mortgage or mortgages, and to take title to the property or any part
thereof affected by such mortgage or, in my fiduciaries',discretion, to accept a conveyance of any
property in lieu of foreclosure, and to collect the rents and income therefrom; either through a receiver
or directly and to protect such property against foreclosure under any mortgage that shall be a prior
lien on said property, or to redeem from foreclosure under any such mortgage, as well as to protect any
such property against non-payment of taxes, assessments or other liens.
F: To hold any property in the name of a nominee or in bearer form or otherwise without
indication of any fiduciary capacity.
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G: To retain an interest in and to participate in the operation of any business or enterprise,
whether or not in corporate form, for as long as deemed advisable, and to invest additional assets in,
make loans to, change the form of or take any other action with respect to such business or enterprise,
without personal liability for any claim, debt or demand, or for any depreciation or loss by reason of
the continued operation of such business or enterprise.
H: To exercise all privileges and rights incident to any corporate securities, including,
without limitation, the power to vote (in person or by proxy), to participate in or consent to any voting
trust, committee of security holders, merger, consolidation, sale or disposition of assets,
recapitalization, dissolution or other alteration of capital or corporate structure, whether or not these
adjustments involve payments by or to my fiduciaries.
I: To assign one or more shares of stock of any corporation which may at any time be
held by my fiduciaries hereunder to themselves, or to any of them, or to a nominee or nominees, for
the purposes of qualifying any such person to act as a director of the corporation, the stock of which is
so assigned.
J: To dissolve or to participate in the dissolution of any partnership in which I shall have
an interest at the time of my death, or in which my fiduciaries; in the administration of my estate or of
any trust created hereunder, shall hold an interest, or of which my fiduciaries shall become a member,
whether such dissolution be by agreement, operation of law, or by the judgment of any court; and to
enter into any agreements with respect thereto, upon such terms and conditions as my fiduciaries shall
deem proper.
K: To incorporate or to join with any other person, persons, nominee or nominees in the
incorporation of any and all corporations for such purposes, for such periods of time, and upon such
terms and conditions respecting the organization, operation and maintenance thereof(including, but
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not by way of limitation, the adoption of by-laws, rules and regulations), as my fiduciaries shall deem
advisable, and to pay for the stock of any such corporation with any or all of the assets of my estate or
of any trust created hereunder, and to contribute to the capital of such corporation, or to lend to it, any
or all of the assets of my estate or of any trust created hereunder.
L: To join with any other person, persons, nominee or nominees in any partnership,
whether general or limited, any limited liability company, or in any joint venture or other business
association, for such purposes, for such period of time, and upon such terms and conditions, as my
fiduciaries shall deem advisable; and to contribute to the capital of any such partnership, limited
liability company,joint venture or other business association, or to lend to it, any or all of the assets of
my estate or of any trust created hereunder.
M: My fiduciaries shall have the following powers with respect to any stock which I may
own at the time of my death,which powers shall be in addition to all the other powers herein conferred
upon my fiduciaries or conferred upon my fiduciaries by law with respect to such stock.
(1) To retain any such stock even though such stock may form a substantially
disproportionate part, or all, of my estate or of any trust created hereunder,
without risk of surcharge to my fiduciaries for so doing, as long as they act in
good faith;
(2) To purchase any additional such stock for my estate or for any trust created
hereunder from any sources at such price or prices and at such times as my
fiduciaries shall determine to be fair and reasonable; and
(3) To sell any such stock from my estate or from any trust created hereunder to
any person, firm,trust or other entity at such price or prices and at such times as
my fiduciaries shall determine to be fair and reasonable.
N: To borrow money from any person or entity(including any person or entity serving as
one of my fiduciaries or from any entity in which one of my fiduciaries or a beneficiary under this Will
has an interest) upon terms and for periods my fiduciaries deem advisable for any purpose connected
with the administration, preservation, protection or improvement of property held by my fiduciaries,
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and in connection with any such borrowing, to pledge or mortgage assets held by my fiduciaries on
conditions as such fiduciaries may determine.
O: To pay, compromise, adjust, settle, sue on or defend, or abandon claims (including,
without limitation, claims for income, estate or inheritance taxes) held by or asserted against my
fiduciaries, in such manner as my fiduciaries may determine; and to exercise any rights of election or
other rights which may from time to time be available with respect to the provisions of the Code or of
any other tax law, including,without limitation,the following elections:
(1) The selection of the date for the valuation of property in my gross estate.
(2) The election whether to claim administration and certain other expenses as
deductions on the estate tax return or on income tax returns, or, in part on each.
(3) The election to join in the executing and filing of a joint income tax return or an
amended return for any period prior to my death; and in connection with such
return, to make such decisions as may be deemed appropriate in respect of(a)
how the burden or the liability for such tax shall be apportioned; and (b) how
the benefit of any return, credit or payment shall be apportioned.
(4) The election for gift tax purposes to split gifts pursuant to Section 2513 of the
Code.
(5) The election to disclaim all or part of any property that otherwise would pass to
me under a testamentary or nontestamentary instrument or document.
(6) The election to allocate or refrain from allocating any portion of my exemption
under Section 2631(a) of the Code, to any property of which I am the
transferor, including any property transferred by me during my life as to which
I did not make an allocation prior to my death. The decision of my fiduciaries
in allocating such exemption shall be binding and conclusive upon all persons
having an interest in my estate, and no adjustment among beneficiaries shall be
made by reason of any such allocation. I specifically exonerate my fiduciaries
from all liability or accountability to any beneficiary with respect to the
exercise in good faith of the discretionary powers herein.
(7) To take advantage of Sections 303 and/or 6166 of the Code, and any other
provisions therein which provide relief for the estates of owners of stock in
closely-held corporations and to post any bond or other security and pay any
interest required by Section 6166 at the expense of my residuary estate and to
elect under Section 6324A of the Code to create a special lien for the deferred
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estate tax (including. tax:attributable to-property not passing under this Will)
and to subject propertybelonging to my estate to such lien.
Any right of election may be exercised even though it may increase the tax liability of my
estate, or may increase or decrease the extent of any beneficial interest in my estate, if it shall appear to
my fiduciaries that such action is in the best interests of my estate or will result in a benefit to any
beneficiary or beneficiaries (including any fiduciary under this Will) greater than any loss to my estate
which may be caused by such election. I direct that no adjustment be made between income and
principal or between any other beneficial interests under this Will, even though they may be
substantially affected.
P: To employ (and compensate out of principal or income or both, as determined by my
fiduciaries) professional advisors and assistants, including, without limitation, accountants, agents,
appraisers, attorneys, brokers, custodians and investment advisors, and to do so without personal
liability for any neglect, omission, misconduct or default of such persons, provided they were selected
and retained with reasonable care; to pay the costs of and maintain ancillary or similar proceedings in
other jurisdictions; and to pay a fiduciary under this Will reasonable commissions on account, subject
to allowance or disallowance on settlement of the fiduciary's account and subject to other provisions of
this Will.
Q: To determine the manner of ascertainment of income and principal, and the allocation
between income and principal of all receipts and disbursements.
R: To make distributions in cash or kind, or partly in cash or partly in kind, in divided or
undivided interests, to determine the value of property for distribution purposes, and to allocate any
property towards the satisfaction of any payment, distribution or division in such manner as my
fiduciaries may determine,whether or not distributive shares may as a result be composed differently.
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S: To make distributions of all or any part of the income earned during the administration
of my estate, at such time as my fiduciaries shall deem advisable, and/or to postpone the distribution of
income earned during the period of administration of my estate for such period of time as my
fiduciaries shall deem proper.
T: To make any loans on commercially reasonable terms, except that loans to any person
having an interest in the income or principal of the property held by one of my fiduciaries may, in such
fiduciary's discretion, be made on whatever terms such fiduciary deems advisable; and to permit any
such person to use or occupy any real or personal property on such terms as my Trustees deem
advisable, whether rent-free or in consideration of the payment of insurance, maintenance, taxes,
ordinary repairs or otherwise.
U: To enter into transactions with other fiduciaries, upon such terms as my fiduciaries
deem advisable, including,without limitation, fiduciaries of estates and trusts in which any beneficiary
under this Will has an interest, subject to the limitations on such transactions contained in other
provisions of this Will.
V: To hold trusts under this instrument apart from one another or as a common fund or
joint investment, dividing the income proportionately among them and assigning undivided interests to
the several shares; and to combine or merge, for all purposes, all or part of the property held by my
Trustees in a separate trust maintained under this instrument with property held by them as fiduciaries
acting under this or another instrument upon substantially similar terms for the primary benefit of the
same persons, except that property qualifying for a marital or charitable deduction for federal tax
purposes may not be so combined.
W: To alter or amend the terms of any trust under this Will which consists of one or more
shares of capital stock in an S Corporation, as defined in Section 1361 of the Code, with the written
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a ilk
time (whether or not the same extends beyond the actual or probable duration of my estate or of any
trust created hereunder), as my fiduciaries shall deem proper.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 0`°=� day of
One Thousand Nine Hundred Ninety-Nine.
ELEANOR A BIRKENMEIER
SIGNED, SEALED, PUBLISHED and DECLARED by the aforesaid testatrix to be her
Will, in the presence of us who, at her request and in her presence and in the presence of each other,
have hereunto subscribed our names as attesting witnesses the day and year last above written.
address
/,"-/4 address /4� -A)eNY,IV
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F.
STATE OF NEW JERSEY
SS.
COUNTY OF ESSEX
I, ELEANOR Z. BIRKENMEIER, the testatrix, sign my name to this instrument this
�L
day of 1�� , 1999, and being duly sworn, do hereby declare to the undersigned authority
that I sign and execute this instrument as my Will and that I sign it willingly (or willingly direct
another to sign for me), that I execute it as my free and voluntary act for the purposes therein
expressed, and that I am eighteen years of age or older, of sound mind, and under no constraint or
undue influence.
ELEANOR Z.BIRKENMEIER
We, V - A Ca and 4-571 z,1 J->e1A Ee A wq6 , the witnesses, sign our
names to. this instrument, and, being duly sworn, do hereby declare to the undersigned authority that
the testatrix signs and executes this instrument as her Will and that she signs it willingly (or willingly
directs another to sign for her), and that each of us, in the presence and hearing of the testatrix, hereby
signs this Will as witness to the testatrix's signing, and to the best of our knowledge the testatrix is
eighteen years of age or older,of sound mind, and under no constraint or undue influence.
Witness
Witness
t
Subscribed, sworn to and acknowledged before me by ELEANOR Z. BIRKENMEIER, the
testatrix, and subscribed and sworn to before me by 'Qlz7a��W Wa /, a4 and
the witnesses,this e2(S day of a Qom, 1999.
Notary Public of New Jersey
_ CA00LE M. McOORM"
NOTARY PUBLIC OF :NEW JERSEY
My Commission Expires Aug.8.2001
11011
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