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PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND 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
Name: Anil Mathur File No: 21-15 - 92Z
a/k/a: (Assigned by Register) J b
a/k/a:
a/k/a: Social Security No:-
Date of Death: June 19,2015 Age at death: 65
Decedent was domiciled at death in Cumberland County, Pennsylvania (State)with his/her last
principal residence at 1106 Tiverton Road Hamnden Township ' Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at Holy Spirit Hospital Camp Hill Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County State
Estimate of value of decedent's property at death:
If domiciled in Pennsylvania..................... ....... All personal property $ 35,000.00
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. ... $ 35.000.00
Real estate in Pennsylvania situated at: N/A
(Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County
A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated March 1,2000 and Codicil(s)
thereto dated
State relevant circumstances(e.g.renunciation,death of executor,etc.)
Except as follows: after the execution of the instrument(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
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person.
NO EXCEPTIONS 0 EXCEPTIONS
B. Petition for Grant of Letters of Administration (If applicable)
c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,durante minoritate
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.
0 NO EXCEPTIONS 0 EXCEPTIONS
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the followinwouse(if any)w heirs(att h
additional sheets,if necessary): C cJ �rrl M
Name Relationship Address G� CIS
rte- rV t~T M
7 `7 CD
Ci C.) -ri 'r1
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Form RW-01 rev.10111/1011 Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF CUMBERLAND }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Rashmi Mathur 1106 Tiverton Road Mechanicsburg PA 17050
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The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the>Stthpnowl ge aela�ef
of Petitioner(s)and that,as Personal Representative(s)of theDgceden,the Petitioner(s)will well and truly administeQt eaestateiacco t ig totlalwm
Sworn to or affirmed and subscribed before �lLyr 1�(�� D tez a 7/;2o 1 n
me thjls day of at ? = Y
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By:�n �p (t'0/�C1—_ =Date
For the Register –Date rr--
BOND Required: 0 YES O NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters. . . . . . . . . . . . . . . . . . . . . . $ Attorney Signature:
( � )Short Certificate(s). . . . . . Ck
( )Renunciation(s).. . . . .. . . ;^-
( )
Codicil(s). ' ' * . . . . . .. . .
odicil(s). . . . . . . . . .. . . i
( )Affidavit(s).. . . . . . . . . . .
Bond.. . . . . . . . . . . . . . . . . . . .. . . Printed Name: Johnna J Kopecky Esquire
Commission. . . . . . . . . . . . . . . . . . Supreme Court
Other . . . . . . . . ID Number: 53147
The Sha in Law Group LLC
Firm Name: g p
. . . . . . Address: 120 South Street
• • • • • • • • Harrisburg PA 17101
. . . . . _ Phone: 717-221-1111
Automation Fee. . . . . . . . . . . . . . . �— Fax: 717-221-1110
JCS Fee. . . . . . . . . . . . . . . . . . . . . _ Email: _jkopecky7lR yahnn_com
TOTAL. . . .. . . . . . . . . . . . . . . . . $
Form RW-02 rev.10/11/2011 Page 2 of 2
Oath of Personal Representative Official Use Only
OMMONWEALTH OF PENNSYLVANIA }
} SS:
CO TY OF Cumberland }
etitioner(s)Printed Name Petitioner(s)Printed Address
The Petitioner(s)above-named swear(s r affirm(s)the statements in the foregoing Petition are trued correct to the best of the knowledge and belief
of Petitioner(s)and that,as Personal Rep entative(s)of the Decedent,the Petitioner(s)will ell and truly administer the estate according to law.
Sworn to or affirmed and subscribed •efore Date
me this day of Date
By: X Date
For the Register \ Date
BOND Required:AYES F_JNOXOtll
the Register of Wills:
FEES: ase enter my appearance by my signature below:
Letters . . . . . . . . . . . . . . . . . . . . . . $ orney Signature:
( ) Short Certificate(s). . . . . .
( )Renunciation(s).. . . . . . . .
( )Codicil(s). . . . . . . . . . . . .
( )Affidavit(s).. . . . . . . . . . .
Bond.. . . . . . . . . . . . . . . . . . . . . Printed Name:
Commission. . . . . . . . . . . . . . . . . Supreme Cou?t�
Other . . . . ID Number:
. . . . . Firm Name:
. . . . . . . . Address:
Phone:
Auto tion Fee. . . . . . . . . . . . . . . Fax:
JC's4ee. . . . . . . . . . . . . . . . . . . . . Email:
T A L. . . . . . . . . . . . . . . . . . . . . $
DECREE OF THE REGISTER
Estate of -Rn,\ 1 ( File No: 21 - 15 —9 2 2
a/k/a:
AND NOW, } ;CQ =Li r9`) _,in consideration of the foregoing Petition,
satisfactory proof having bee(A presented before me,IT IS DECREED that Letters
are hereby granted to R a,�n rA4 Iyia4-h o r
in the above estate and(if applicable)that
the instrument(s)dated j - ( - 2 000
described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s)) of Decedent.
Register of Wills L-
Form RW-02 rev. 10/11/2011 Page 2 of 2
LAST WILL AND TESTAMENT
OF c,
ANIL MATHUR m
C-3 G7 _�7
I, Anil Mathur, of Mechanicsburg, Cumberland County,Pennsylvania, declaierthis#Q)be myc-,
Will and revoke all prior Wills and Codicils.
N i CO r M
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o FIRST: Tangible Personal Property.
a (a) I give all tangible personal property owned by me at my death and all insurance
policies on such.property to my wife, Rashmi Mathur, if she survives me by thirty days; and if not,
in as nearly equal shares as is practicable to such of my children then living, to be divided among
them as they may agree. I suggest, but do not require,that such tangible personal property be
d divided as follows: each of my children may select one item, in rotation, in order determined by
N lot, until such time at which the items chosen by that child reach his or her proportionate share of
M the total value, or until such time as the child wishes to make no further selections. Any items not
o selected by my children shall be sold and the net proceeds used to equalize shares. To the extent
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that my children are unable to agree the decision as to what may constitute "one item" for purposes
W of this selection shall-be made by my Executor. If any of my children are unable to make selections
N because of their youth, selections may be made on their behalf by the guardian of their persons
i appointed hereundei.nAny:disputes concerning this or any other method of allocation shall be
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$ resolved by my Executor, in my Executor's discretion. -
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LO (b) With respect to any item passing under subparagraph(a)to a minor, my Executor(i)
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Nmay hold and deliver it to the minor at majority or earlier, or deliver it to any person to hold for the
minor; or (ii) may sell it, hold and invest the proceeds and, at any time, pay the proceeds to the
guardian of the person or estate of the minor to hold for the minor, or apply the proceeds for the
Zminor's benefit for any reason,taking into consideration other funds available to the minor. The
Qreceipt of any person who receives an item or payment hereunder shall be a complete discharge to
w my Executor.
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(c) My Executor shall pay, as an expense of settling my estate, all costs of delivering
W such tangible personal property, including the costs of delivering such tangible personal property,
including the costs of packaging, delivery and insurance.
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SECOND: Residue.
(a) If my wife, Rashmi Mathur, survives me by thirty (30) days,I give all the rest and
residue of my estate to her. In the event my said wife does not survive me by thirty(30) days, I
give all the rest and residue of my estate to my children then living, in equal shares. PROVIDED,
HOWEVER,.that if any such child has not then attained the age of twenty-five(25)years,I give
the portion of my estate that would otherwise pass to such child to my Trustee to hold in a separate
Page 1 of 7 pages.
trust for the benefit of said child, and to hold and distribute the assets as follows:
1. Until said child attains the age of twenty-one(21)years, to pay to said child, or to
others for his or her benefit, as much of the income as my Trustee deems advisable for his or her
maintenance, education,health and support, including any expenses related to the wedding of said
child, after first considering funds available to him or her from other sources. Any unexpended
income shall be added to the principal at the end of each year.
2. After said child attains the age of twenty-one(21)years,to pay the entire income to
N said child, at least quarterly.
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3. To pay to or apply for the benefit of said child so much of the principal as my
Trustee deems advisable for said child's maintenance, education,health and support, including any
6 expenses related to the wedding of said child, after first considering funds available to said child
from other sources.
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= 4. Upon said child's written request at any time after attaining age twenty-five(25),to
N pay to said child any part or the whole of the remaining principal.
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m (b) In the event there is no one living who is entitled to receive the residue of my estate
under the foregoing provisions, I give all the rest and residue of my estate to those natural persons
W who would be entitled to a share of my estate if I died intestate under the intestacy laws of the
N Commonwealth of Pennsylvania.
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° THIRD: Priority of Distributions.
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It is my intention that with regard to any discretionary distribution hereunder of principal or
Un income to a beneficiary under this Will, my Trustee shall consider funds available to such
beneficiary from all sources and the tax effect of distributions from each of those sources. My
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Z Trustee may make a distribution from any trust hereunder on the basis of my Trustee's
determination, in my Trustee's sole discretion, that a more favorable tax effect would result if such
Q distribution were made from one trust rather than another.
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N FOURTH: Disclaimer.
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o If any person otherwise entitled to take hereunder(or such person's legal representative)
files a written disclaimer, in whole or in part, with respect to any provision of this Will with my
Executor or Trustee within the period allowed by Section 2518 of the Internal Revenue Code, such
person(i) shall be treated as having predeceased me for purposes of holding or distributing the
disclaimed share, and (ii) shall not participate in any decision to pay or apply the income or
principal of the disclaimed share to or for the benefit of any person hereunder, but such person
shall not be treated as having predeceased me for purposes of holding, distributing or participating
in any such decision under any provision to which the disclaimer does not extend.
Page 2 of 7 pages.
,
FIFTH: Spendthrift Provision.
Until distributed, no gift or beneficial interest shall be subject to anticipation or to
voluntary or involuntary alienation.
SIXTH: Death Taxes.
(a) All death taxes (and interest and penalties thereon) imposed as a result of my death
fu N upon the property passing under my Will, and upon assets held in any qualified or non-qualified
6 deferred compensation plan or IRA and proceeds of insurance on my life, but not otherwise, shall
be paid out of my residuary estate, each share thereof, whether outright or in trust, to bear a pro
a rata portion of such taxes.
(b) I authorize my Executor, in my Executor's sole discretion, to make an election, in
whole or in part,to cause a Pennsylvania Inheritance Tax to bepayable by my estate on property
= passing to or for the benefit of my spouse or to defer the Pennsylvania Inheritance Tax on such
N property. My Executor shall be without liability to anyone for making or failing to make such
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X election.
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W SEVENTH: Administrative Powers.
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ZMy Executor and Trustee shall have the following powers in addition to those conferred by
o law until all property is distributed:
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° (a) To retain any real or personal property in the form in which it is received.
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�n (b) To sell at public or private sales for cash and/or credit, to exchange, and to lease for
any period of time, any real or personal property and to give options for such sales, exchanges, or
W leases.
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Z (c) To purchase all forms of property, including but not limited to stocks, bonds, notes
0 and other securities, common trust funds, life insurance policies and real estate, or any variety of
Q real or personal property, without being confined to so-called legal investments and without regard
M for the principle of diversification.
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o (d) To purchase securities at a premium or discount and to charge such premium or
credit such discount to principal or income.
(e) To exercise any option arising from the ownership of any investment; to join in any
recapitalization, merger, reorganization, liquidation, dissolution, consolidation or voting trust plan
affecting any investment; to delegate powers with respect thereto; to deposit securities under
agreements and pay assessments; to subscribe for stock and bond privileges; and generally to
exercise all rights of security holders.
(f) To hold property unregistered or in the name of a nominee.
Page 3 of 7 pages.
(g) To mortgage, divide, alter, repair and improve real property and generally to
exercise all rights of real estate ownership.
(h) To distribute in cash, in kind, or partly in each, and to cause any share to be
composed of cash, property, or undivided fractional shares in property different in kind from any
other share.
(i) To compromise claims by or against my estate or any trust hereunder, including but
not limited to tax issues and disputes, without order of court or consent of any party in interest and
Nwithout regard for the effect of such compromise on any interest hereunder.
m
To borrow money and to pledge any real or personal property Yas security for the
a repayment thereof.
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y (k) To buy real and personal property from my Executor, and to lend money to my
estate upon such terms and conditions as my Trustee deem advisable, even if an Executor is also a
= Trustee.
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X (1) To apply income for the benefit of any incapacitated individual to whom income
m may or must be distributed for any reason during the period of incapacity. Income not so applied
may be distributed to a custodian or accumulated, invested and if not sooner applied,paid to such
W individual upon gaining capacity.
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(m) With respect to a principal share vesting in a beneficiary who, in the opinion of my
o Trustee, is incapacitated by reason of age(other than minority) or illness (mental or physical) when
° such share vests in him or her: to hold the share during his or her incapacity and to invest the
share and all accumulations thereon; to apply so much of the income and principal as my Trustee
deems advisable for such beneficiary's benefit for any reason; and to deliver the balance of
(n principal and income to the beneficiary at such time as he or she gains capacity. In addition, at any
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time to pay the entire share to a custodian or to the guardian of the person or the estate of the
z incapacitated beneficiary to hold for his or her benefit. The receipt of a guardian, custodian, or
such person as may be selected by my Trustee to receive a distribution under this subparagraph
< shall be a full and complete discharge to my Trustee.
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(n) To join with my spouse or my said spouse's personal representative in filing any
joint income tax return, and to join in any gifts made by my said spouse for gift tax purposes even
if this may result in additional liabilities for my estate. Any income or gift taxes due on such
o returns and any deficiencies, interest, penalties or refunds thereon shall be allocated between my
estate and my said spouse or my said spouse's estate, or all to any of them, in such manner as my
Executor and my said spouse or my said spouse's personal representative may agree.
(o) To apply expenses of my estate permitted as income tax or real estate tax
deductions and to value my estate for estate tax purposes by any method permitted.
(p) To merge any trust hereunder with any other trust held by my Trustee whether
created by me or by any other person by Will or deed, if the trusts are for the primary benefit of the
same persons, and contain substantially similar terms.
Page 4 of 7 pages.
(q) To employ accountants, agents, attorneys, investment counsel, brokers, bank or
trust company to perform services for and at the expense of my estate or any trust or trusts
hereunder for which such services are performed and to carry or register investments in the name
of the nominee of such agent, broker, bank or trust company. The expenses and charges for such
services shall be charged against principal or income. My Executor or Trustee are expressly
relieved of any liability or responsibility whatsoever for any act or failure to act by, or for
following the advice of, such accountants, agents, attorneys, investment counsel, brokers, bank or
trust company, so long as my Executor or Trustee exercise due care in their selection. The fact that
an Executor or Trustee may be a member, shareholder or employee of any accounting, investment,
Nlegal or brokerage firm, agent or bank or trust company so employed shall not be deemed a conflict
0 of interest. Any compensation paid pursuant to this subparagraph shall not affect in any manner
the amount of or the right of my Executor or Trustee to receive commissions as a fiduciary.
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6 (r) To invest any part of my residuary estate in, or lend money to, any closely-held
N business in which I may have an interest at my death for any purposes incident thereto, including
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but not limited to expansion and entry into new fields of business provided that only assets actually
= invested in such business shall be liable for the debts incurred in its operation.
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(s) To disclaim any interest in property without court approval.
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W EIGHTH: Administrative Provisions.
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(a) A beneficiary's incapacity shall be determined solely by the Trustee, as the case
o may be.
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in (b) The receipt by any recipient of an item to hold for, or any payee of a payment for
the benefit of, an incapacitated beneficiary shall be a complete discharge to my Executor or
N Trustee.
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NINTH: Definitions
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a
Z (a) The words "Executor," "Trustee," and"Guardian" when used in this Will shall.
include all genders and the singular and plural as the context may require.
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(b) The words"child" and "children" shall include children of mine born after the
o execution of this will, and any children adopted by me.
(c) The words"incapacitated" and"incapacity" when used in this Will shall refer to an
inability to use funds by reason of age or illness (mental or physical).
(d) Paragraph headings in this Will are for reference only and shall not affect the
meaning, construction or effect of this Will.
(e) All references in this Will to the Internal Revenue Code shall mean the Internal
Revenue Code of 1986, as amended or reenacted, and all corresponding provisions of any
Page 5 of 7 pages.
subsequent federal tax laws and all regulations thereunder.
TENTH: Guardian of Person of Minor.
If my wife, Rashmi Mathur, predeceases me, I appoint Vibha Dayal Mathur and Umeshwar
Dayal Mathur of Saratoga, California as Guardians of the person of each minor child of mine. If
either Vibha Dayal Mathur or Umeshwar Dayal Mathur is unable or unwilling to serve as
Guardian,then I appoint the other of them as sole Guardian.
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ELEVENTH: Executor and Trustee.
a
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6 (a) I appoint my wife, Rashmi Mathur, Executrix. If my said wife fails to qualify or
N ceases to act for any reason,I appoint First Union Bank Executor in her place. Any reference
herein to my Executor shall be deemed a reference to my Executrix or my Executor, as the case
L;
may be.
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X (b) I appoint Vibha Dayal Mathur and Umeshwar Dayal Mathur of Saratoga, California,
m as Co-Trustees of any trust created under this Will for the benefit of my children. If either Vibha
Dayal Mathur or Umeshwar Dayal.Mathur fails to qualify or ceases to act for any reason, I appoint
W the other of them as sole Trustee. Any reference herein to my Trustee shall be deemed a reference
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to my Co-Trustees acting jointly or my sole Trustee, as the case may be.
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o (c) If any Trustee is located in a State other then the Commonwealth of Pennsylvania,
° my Trustee may, but is not required to, direct in writing that the situs of the trust be transferred to
the State in which such Trustee is located. Any such transfer of situs shall be effective only if the
court then having jurisdiction over the trust shall concurrently transfer jurisdiction over the trust to
�n the appropriate court in said State. In the event of a transfer of situs, all questions subsequently
arising pertaining to the construction and administration of the trust shall be determined in
Li accordance with the laws of the State to which situs and jurisdiction have been transferred.
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Q (d) My Executor and Trustee shall not be required to post security in any jurisdiction.
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IN WITNESS WHEREOF, I have set my hand and seal to this,my Last Will and
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Testament, this 0 day of ) 2000.
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(SEAL)
Anil Mathur
Page 6 of 7 pages.
Signed, sealed, published and declared by the above-named Testator, as and for his Last
Will and Testament in the presence of us, who have hereunto subscribed our names at his request
as witnesses thereto, in the presence of said Testator and of each other.
WITNES E
f
NI, Anil Mathur, the testator whose name is signed to the attached or foregoing instrument,
Cb having been 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
a voluntary act for the purposes therein expressed.
C r!�
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ir Anil Mathur
On thisday of ,2000, before me, the undersigned officer,
X _ per�dnIglly appeared Anil Mathur, known to me(or satisfactorily proven)to be the person whose
in naM-e' s'subscribed to the foregoing Last Will and Testament, who acknowledged that he executed
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the saxne.as his Last Will and Testament.
Notarial Seat
Charity Koppenheffer,Notary Public
`n Harrisburg,Dauphin County
".-I I
z My C sion Expires Oct.9,2000 Notary Pub li
o M pP y vania Association pt tar MAW , N
d �� L � Z,the witnesses
° whose names are signed to khe attached or foregoing instrument, being duly qualified according to
W law, do depose and say that we were present and saw the testator sign and execute the instrument
N as his Last Will and Testament; that the testator signed willingly and executed it as his free and
voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and
Z sight of the testator signed the will as a witness; and that 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
a influence
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Q 1tx�/�(SEAL) Residing at: �� -
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4 - (SEAL) Residing at: ��t' huf� ;
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LL�ubscribed and sworn to before me by both witnesses,
this day of l..f 1 ) 2000. -
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Notarial Seal
Charity Koppenheffer,Notary Public
Notary Publi Harrisburg,Dauphin County
My Commission Expires Oct.9,2000
ember,Pennsylvania Association o r e
otas
Page 7 of 7 pages.