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Home My WebLink About08-24-15 � 1505614134 EX(03-14)(FI) REV-1500 Coun Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN � Po Box 2soso� 2 1 1 5 0 � 6 8 Harrisburq, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 1 0 5 2 0 1 5 0 8 0 9 1 9 2 6 DecedenYs Last Name Suffix DecedenYs First Name MI S I M S L 0 I S M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW a1.Original Return � 2. Supplemental Return � 3. Remainder Return(date of death Prior to 12-13-82) � 4.Agriculture Exemption � 5. Future Interest Compromise(date of � 6.Federal Estate Tax Return Required (date of death on or after 7-1-2012) death after 12-12-82) QX 7.Decedent Died Testate � 8. Decedent Maintained a Living Trust 9.Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) � 10.Litigation Proceeds Received � 11. Non-Probate Transferee Return � 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets only) ❑ 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 M U R R E L W A � T E R S , I I I E S Q 7 1 7 6 9 7 4 6 5 0 First Line of Address W A L T E R S & G A L L 0 W A Y , P L L C Second Line of Address 5 4 E • M A I N S T R E E T City or Post O�ce State ZIP Code M E C H A N I C S B U R G P A 1 7 0 5 5 Correspondent�s e-maii address: murrel@waltersgalloway.com REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY � � c._� � c� �, _� rn G Q ;�1 n � <�7 ?aY. �,7 �- CJ C7 -� � ';) r�7 i"1 —r <I _..;. c:..�7 DA�E�#LLD STAFI�P� ' �'�� , 7 • ': __,.� i" .:;.4 ..a, � , � � � _� PLEASE USE ORIGINAL FORM ONLY � - - �� . � F-._ (rl Side 1 , . ' � 'G� c� I I�IIII II�'I IIIII IIIII IIIII IIIII II'll IIIII IIIII IIIII IIII IIII � 1505614134 1505614134 � � � 1505614234 REV-1500 EX(FI) Decedent's Social Security Number oecedent's Name: L 0 I S M. S I M S � RECAPITULATION 1. Real Estate(Schedule A) . ... . .... ......... . .. . . ... . . . . . . . .. . . . .. . . . 1• • 2. Stocks and Bonds Schedule B 2_ 1 6 1 5 7 � . 2 6 ( } ....... .... . . . . . .... . . . . . . . . ... . �---. . 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. 4 8 7 5 2 8 . 2 6 6. Jointly Owned Property(Scheduie F) ❑ Separate Billing Requested . ...... 6. 2 � 6 2 1 , 6 8 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property (Schedule G) � Separate Billing Requested ....... 7. 1 1 5 � 3 1 . 0 9 8. Total Gross Assets(total Lines 1 through 7) .. . ..... ... . ... ...... . .. .. . 8. ? 9 2 7 5 1 . 2 9 9. Funeral Expenses and Administrative Costs(Schedule H) . . . .. .. .... .. .. . . . 9• 1 8 3 1 3 . 8 5 10. Debts of Decedent,Mortgage Liabilities,and Liens(Scheduie I) ... . . . . . .. . .. 10. 9 8 5 7 . 5 1 ��. Total Deductions(total Lines 9 and 10) ... . . . . . . . . . .. . .. . . ............ 11. 2 8 1 7 1 . 3 6 12. Net Value of Estate(Line 8 minus Line 11) ......... . . .. . . .. . . .. ... ... . 12• � 6 4 5 � 9 . 9 3 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. 7 6 4 5 � 9 . 9 3 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rake,or transfers under Sec.9116 (a)(1.2)X.0 _ � . a � 15. � . � ❑ 16. Amount of Line 14 taxable at�inea�rate x.045 7 6 4 5 7 9 . 9 3 �6_ 3 4 4 0 6 . 1 0 17. Amount of Line 14 taxable at sibling rate X.12 0 • 0 0 17. ❑ . 0 0 18. Amount of Line 14 taxabie at collateral rate X.15 0 . 0 0 �g. 0 . 0 � 19. TAX DUE ... .. . . .. . . . . .. . . ..... .. .. . . . . . . . .. .. .. . . .. ........... 19. 3 4 4 D 6 • 1 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Under penalties o1 peryury,I deGare I have examined this retum,inGuding accompanyi�g schedules and statements,and to the best of my knowledge and belief, it is We.correct and complete.Dedaration of preparer other than the person responsible for fiNng the retum is based on all intormation of which preparer has any knowledge. SIG/NyATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE �Ca�� C r.�✓ �k t ,vJ��.: �C.�' `2..L - �S ADDRESS tAROL A • SIM , P 0! BO 2545 TRUCKEE CA 9616❑ SIGNATURE OF PREP R OT R N P SON RESPONSIBLE FOR FILING THE RETURN DATE ADDRESS MURREL R • AL ER , III, 54 E. MAIN ST MECHANICSBURG PA 17D55 I I"I�II'�I�IIII'�I�I I�I�'I�I�III�I II'II II�I�II'l)�III IIII s�de 2 L 1505614234 1505614234 J REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 21 15 oos8 DECEDENT'S NAME LOIS M. SIMS STREETADDRESS 5225 WILSON LANE CITY STATE ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 34,406.10 2. CreditslPayments A.Prior Payments 30,000.00 B.Discount 1,500.00 (See instructions.) Total Credits(A+B) (2) 31,500.00 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) 2,906.10 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 ...................................................................... O � b. retain the right to designate who shall 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. ....................................................... 2. If death occurred after Dec.12,1982,did decedent transfer propeRy within one year of death without receiving adequate consideration? ....................................................................................... ❑ ❑X 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?.................................................................................................. 0 ❑ 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)]. 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 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 defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCETAXRETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER LOIS M. SIMS 21 15 0068 Ali property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NUVEEN INTERMEDIATE DURATION 63,073.07 MUNICIPAL BOND FUND 2. THE PRINCIPAL 24,403.57 STOCK FUND 3. PRUDENTIAL INSURANCE 7,146.30 STOCK FUND 4. U.S. SAVINGS BONDS 38,447.32 EE 5. U.S. SAVINGS BONDS 28,500.00 HH TOTAL(Also enter on Line 2,Recapitulation) $ 161 570.26 If more space is needed,insert additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS 8� MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: LOIS M. SIMS 21 15 0068 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 1. BETHANY VIL�AGE 273,647.60 BUY-IN REFUND 2. STIFEL NICOLAUS 124,727.71 INVESTMENT ACCOUNT 3. DELAWARE BALANCED FUND 7,145.80 FUND A CLASS 4. PA STATE EMPLOYEES CREDIT UNION 1,136.52 CHECKING 5. PA STATE EMPLOYEES CREDIT UNION 408.65 SAVINGS 6. PA STATE EMPLOYEES CREDIT UNION 27,305.11 MONEY MARKET 7. PA STATE EMPIOYEES CREDIT UNION 13,468.86 CD 8. PNC BANK 13.48 DAVID SIMS ESTATE ACCOUNT 9. T. ROWE PRICE 30,187.02 MUTUAL FUND 10. AUTOMOBILE 1,947.00 2000 BUICK CENTURY - KELLEY BLUE BOOK VALUE 11. INTERNAL REVENUE SERVICE 91.00 REFUND-2014 12. FI�ELITY INTERMIDIATE 7,418.51 MUTUAL FUND 13. PENNSYLVANIA DEPARTMENT OF REVENUE 31.00 OVERPAYMENT-2014 TOTAL(Also enter on Line 5,Recapitulation) $ 487 528.26 If more space is needed, use additional sheets of paper of the same size. REV-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: LOIS M. SIMS 21 15 0068 If an asset was made jointly owned within one year of the decedenYs date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS REIATIONSHIP TO DECEDENT A. CAROL A. SIMS P.O. BOX 2545 DAUGHTER TRUCKEE, CA 96160 B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM 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. 2011 PNC 19,930.94 50. 9,965.47 CHECKING XXXXXX9701 2. A 2011 PNC 37,312.42 50. 18,656.21 SAVINGS XXXXXX9701 TOTAL(Also enter on Line 6,Recapitulation) $ 2g 621.68 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENTOF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER LOIS M. SIMS 21 15 0068 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH °Io OF DECD�S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATfACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPLICABLE) VALUE 1. PRINCIPAL LIFE INSURANCE COMPANY 15,188.03 100.00 15,188.03 IRA-1/3 SHARE TO EACH CHILU MARK D. SIMS-SON-BENEFICIARY CAROL A. SIMS-DAUGHTER-BENEFICIARY WENDY L. SIMS-DAUGHTER-BENEFICIARY #XXXX964 2. PRINCIPAL LIFE INSURANCE COMPANY 11,506.62 100.00 11,506.62 IRA-1/3 SHARE TO EACH CHILD MARK D. SIMS-SON-BENEFICIARY CAROL A. SIMS-DAUGHTER-BENEFICIARY WENDY L. SIMS-DAUGHTER-BENEFICIARY #XXXX827 3. PRINCIPAL LIFE INSURANCE COMPANY 32,758.25 100.00 32,758.25 ANNUITY-1/3 SHARE TO EACH CHILD MARK D. SIMS-SON-BENEFICIARY CAROL A. SIMS-�AUGHTER-BENEFICIARY WENDY L. SIMS-DAUGHTER-BENEFICIARY #XX649 4. PRINCIPAL LIFE INSURANCE COMPANY 7,577.25 100.00 7,577.25 IRA-1/3 SHARE TO EACH CHILD MARK D. SIMS-SON-BENEFICIARY CAROL A. SIMS-DAUGHTER-BENEFICIARY WENDY �. SIMS-DAUGHTER-BENEFICIARY #XXX177 5. JANUS FUND 15,000.94 100.00 15,000.94 MUTUAL FUND-1/3 SHARE TO EACH CHILD MARK D. SIMS-SON-BENEFICIARY CAROL A. SIMS-DAUGHTER-BENEFICIARY WENDY L. SIMS-DAUGHTER-BENEFICIARY 6. MARK D. SIMS 14,000.00 100.00 3,000.00 11,000.00 ANNUAL GIFT TO SON 1/1/2015 7. WENDY S.WAICHLER 14,000.00 100.00 3,000.00 11,000.00 ANNUAL GIFT TO DAUGHTER 1/1/2015 8. CAROL A. SIMS 14,000.00 100.00 3,000.00 11,000.00 ANNUAL GIFT TO DAUGHTER 111/2015 TOTAL (Also enter on Line 7,Recapitulation) $ 115 031.09 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER LOIS M. SIMS 21 15 0068 DecedenYs debts must be repo�ted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME, NEW CUMBERLAND, PA 6,213.35 2. FAMILY DINNER-CAMP HILL UNITED METHODIST CHURCH 450.00 3. CO�UMBARIUM PLAQUE-CAMP HILL UNITED METHODIST CHURCH 170.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) CAROL A. SIMS SUeetAddress P•O. BOX 2545 City TRUCKEE State CA Z�P 96160 Year(s)Commission Paid: (RENOUNCED) 2. AttomeyFees: MURREL R.WALTERS, III 8,250.00 3, Family Exemption:(If decedenYs address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. ProbateFees: CUMBERLAND COUNTY REGISTER OF WILLS 660.50 5 Accountant Fees: 6. Tax Retum PreparerFees: WHITCOMB TAX SERVICE -FIDUCIARY INCOME TAX 795.00 7. STIFEL NICOLAUS-ACCOUNT VALUATION FEE 25.00 8. CAROL A. SIMS-TRAVEL EXPENSES INCLUDING AIRFARE, LODGING, 1,750.00 AUTOMOBILE AND FOOD TOTAL(Also enter on Line 9,Recapitulation) $ 18 313.85 If more space is needed,use addi6onal sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENTOFREVENUE DEBTS OF DECEDENT� INHERITANCETAXRETURN MORTGAGE LIABILITIES 8�LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER LOIS M. SIMS 21 15 0068 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medicai expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. THE MEDICINE SHOP 218.47 MEDICAL 2. HOLY SPIRIT 124.10 MEDICAL 3. QUANTUM IMAGING 9.11 MEDICAL 4. HEALTH INSURANCE PREMIUM 400.42 JANUARY 5. CHASE 7,500.00 DENTURES 6. HOME INSTEAD 369.75 HOME CARE 7. LL BEAN 639.48 VISA 9. PENNSYLVANIA DEPARTMENT OF REVENUE 321.00 2014 INCOME TAXES 10. CAROL A. SIMS 275.18 REIMBURSEMENT-EXPENSES TOTAL(Also enter on Line 10,Recapitulation) $ g g57.51 if more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: LOIS M. SIMS 21 15 0068 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).] 1. MARK D. SIMS Lineal 747 SELMA BLVD. STAUNTON, VA 24401 2. WENDY L. SIMS Lineal 17 NORTHCOTT ROAD WINTHROP,WA 98862 3. CAROL A. SIMS Lineal P.O. BOX 2545 TRUCKEE, CA 96160 4. KRISTY J. PINEIRO Lineal 10 BURNS ROAD STAFFORD,VA 22554 5. ANNA LEE COPE Lineal 6691 LUSTER DRIVE HIGHLAND, MD 20777 6. NATHAN M. SIMS Lineal 747 SELMA BLVD. STAUNTON, VA 24401 7. EMMA SUE SIMS Lineal 747 SELMA BLVD. STAUNTON, VA 24401 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. 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 LOIS M. SIMS 21 15 0068 DecedenYs 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 outright spousal distributions and transfers under Sec.9116(a)(1.2).] 8. CLAIRE E.WAICHLER Lineal 17 NORTHCOTT ROAD WINTHROP,WA 98862 9. COLIN WAICHLER Lineal 17 NORTHCOTT ROAD WINTHROP,WA 98862 10. ISABEL�E JAYNE PINEIRO Lineal 10 BURNS ROAD STAFFORD, VA 22554 11. ABIGAIL LEE PINEIRO Lineal 10 BURNS ROAD STAFFORD, VA 22554 12. ALEXANDER FRANCISCO PINEIRO Lineal 10 BURNS ROAD STAFFORO,VA 22554 13. MARGARET MABEL PINEIRO Lineal 10 BURNS ROAD STAFFORD,VA 22554 `\ :�, - . LAST WILL AND TESTAMENT BE IT REMEMBERED THAT I, LOIS M. SIMS, a resident of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my LAST WILL AND TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I I declare that I am mazried to DAVID C. SIMS, and that I have and that I have three children, MARK D. SIMS, WENDY S. WAICHLER and CAROL A. SIMS and six grandchildren, KRISTY J. PINEIRO, ANNA LEE SIMS, NATHAN M. SIMS, EMMA SUE SIMS, CLAIRE A. WAICHLER and COLIN WAICHLER. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. III I direct :hat all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. N I give, devise and bequeath all my properly, whether real or personal, wherever situ�te, including any property over which I may have a power of appointment to my husband, DAVID C. SIMS, provided that he survives me by thirty (30) days. V If my husband, DAVID C. SIMS, shall predecease or fail to survive me by thirty (30) days, I give, devise and bequeath specific items of personal property to individuals I have designated in a separate list which I have prepared, signed and maintain with this Will. � If my husband, DAVID C. SIMS, shall predecease or fail to survive me by thirty (30) days, I give, devise and bequeath all of my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment as follows: 25% to my son, MARK D. SIMS. If MARK D. SIMS shall predecease me then one-half of his share shall by given to his wife, SUSAN SIMS, per stirpes and the remaining one-half to be divided equally among his surviving children, per stirpes. 25% to my daughter, WENDY S. WAICHLER, per stirpes. 25% to my daughter, CAROL A. SIMS, per stirpes. 25% to be divided equally among my grandchildren, KRISTY J. PINEIRO, ANNA L;EE SIMS, NATHAN M. SIMS, EMMA SUE SIMS, CLAIRE A. WAICHLER and COLIN WAICHLER and any other grandchildren and great-grandchildren, per stirpes. VII GUARDIAN OF THE ESTATE If any property passes under this Will to minor children, I appoint guardians for their estates. I nominate, constitute and appoint my son, MARK D. SIMS, as guardian of the estate of any property passing to his minor children or grandchildren. I nominate constitute and appoint my daughter, WENDY S. WAICHLER, as guardian of the estate of any property passing to her minor children or grandchildren. VIII I nominate, constitute and appoint my husband, DAVID C. SIMS, as Executor of th:s LAST WILL, to serve without bond. If my husband is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my son, MARK D. SIMS, as Executor of this LAST WILL, to serve without bond. If MARK D. SIMS is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my daughter, CAROL A. SIMS, as Executru� of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, LOIS M. SIMS, have set my hand to this LAST WILL this /D day of �i� �� , 2004. � . . � IS M. SI S Signed, sealed, published and declared by the above-named LOIS M. SIMS, . as and for her Last Will and Testament, in the presence of us, who, at h�r request and in her presence, and in the presence of each other, have her to subscribed our names as witnesses. � 'r � ACKNOWLEDGEMENT COMMONWEA.LTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND . I, LOIS M. SIMS, Testatrix, whose name is signed to the attached or foregoing instrument, having been dttly qualified according to law, do hereby aclmowledge that I signed and executed the instrument as my LAST WILL; that I signed it as my free and voluntary act for the purposes therein e�epressed. � ' IS M. SI S Sworn or affirmed to and acl�owledged before me by LOIS M. SIMS, Testatrix, this � b`�'� , day of �� , 2004. h�-�XYL51Cc.1/� C/`-"��i,--- Notary Public U NOTAfl:ALSEAL � ' DEBORAI-i L.RYAN,MOTAR.Y PUBLIC �C!TY OF MECHAPlICSdURG,CURIBERLA�D COUNTY MY CO�YIMISSION IXPIR�S JUNE 11,2006 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND . We, /��c/��e l �. 1/I/iL t-f�S, [L[ and �5c7 K' ��c�� the witnesses whose names are signed to the attached or foregoing instrument, being duly qu<�lified according to law, do depose and say that we were present and saw Testa�:rix sign and execute the instrument as her LAST WILL, that LOIS M. SIMS signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sighf of the Testatrix signed the Will as witnesses; and that to the best of our 1� �edge, the Testatrix was at the time 18 years of age or more, of sound mind d under no constraint or undue influence. =L� � � �T�� . �!'�� Sworn or affu-med to and acknowledged before me this j b�day of (,��- , 2004. ��J�-�s�a.e. ;X_`{Jua�� Notary Public (JOTARlAL SEAL DE80PAH l..RYAN,NOTARY PUBLIC ClTY OF AiECHANiCSBURG,CUMBEHLP.Nt�CAUNTY , � MY COiv1MISSION FJCPIRES JUNE 11,2006