HomeMy WebLinkAbout10-21-05
REV-1500 EX {6.()()1
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
ROBINSON PATRICIA A
REV-1500
FILE NUMBER
2-L-Ll5
COUNTY CODE YEAR
i SOCIAL SECURITY NUMBER
i 176 34
! THIS RETURN MUST BE FILED IN DUPL CATE WITH THE
I REGISTER OF WI LS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
, SOCIAL SECURITY NUMBER
DATE OF DEATH (MM-DD-YEAR)
1/21/2005
I DATE OF BIRTH (MM-DD-YEAR)
! 2/1/1944
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00 1. Original Return
o 4_ Limited Estate
00 6. Decedent Died Testate (Alfach copy of Will
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of dealh after 12-12-821
o 7. Decedent Maintained a Living Trust (Alfach copy of Trust)
o 10. Spousal Poverty Credit (dale of dealh between 12-31-91 and 1-1-95)
o 3. Remainder Return (dale of dealh p' II> 12-13-82)
o 5. Federal Estate Tax Return Req ired
1 8. Total Number of Safe Deposit oxes
o 11. Election to tax under Sec. 911 (A) (AIIach SchO)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate BUling Requested
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
NAME
ROBERT G. FREY
FIRM NAME (If Applicable)
FREY & TILEY
TELEPHONE NUMBER
717-243-5838
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COMPLETE MAILING ADDRESS
5 SOUTH HANOVER STREET
CARLISLE, PA 17013
(1)
(2)
(3)
(4)
(5) $12,943.20
(6)
(7)
(8) $12,943.20
(9) 9,807.03
(10) 1,533.17
(11)
(12)
(13)
11 ,340. 20
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
1,603.00
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
1,103.00
x .0 (15)
45
x .0____ (16)
49.64
x .12 (17)
500.00
x .15 (18)
75.00
12 .64
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
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Decedent's Complete Address:
STREET ADDRESS 317 DWELLING COURT
CITY
SHIPPENSBURG
I STATE
PA
I ZIP 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
$124.64
Total Credits (A + 8 + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
A. Enter the interest on the tax due.
(5)
(5A)
124.6
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
124.6r.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCt S
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 [Xl
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [Xl
c. retain a reversionary interest or.......................................................................................................................... 0 [Xl
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 @
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [Xl
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 j[]
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 n E RETURN.
Under penalties of perjury, I dedare Ihat I have examined Ihis return, including accompanying schedules and statemenls, and to Ihe best of my knowledge and belief, tt is true, correct and complete.
Declaration of preparer olher Ihan the personal representative is based on an infonnalion of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN _ j t .4-. ( n c:. LL ~ DATE
FARMERS & MERCHANTS TRUST CO. BY~~~ \____T:1AlA.J 10/21/ 005
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
m... ...._____.. ..... __"_ ._.._._. on .._..._____~......_...... n.._ - .-....... _."_____......._.........._____.._..., .... .................-.."--........ --. ----......- .- ..... ..........~_..._...... ........._-.
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse i~ 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to
The statute does not exempt a transfer to a surviving spouse from tax. and the statutory requiremenl
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 twenty-one years of age or
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiarie~
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 1,
individual who has at least one parent in common with the decedent, whether by blood or adoption.
~e... l.c 0 (.)0
"Pc.\. L\ S . L~D
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72 P.S. 991 6 (a) (1.1) (ii)].
1 are still a plicable even if
parent, an doptive parent,
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[72 P.S. 991 6(a)(1)].
under Secti n 9102, as an
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COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
ROBINSON PATRICIA A
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be di! Iosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. KENNY'S AUCTION, PROCEEDS FROM SALE OF PERSONAL PROPERTY $ 6,272.50
CASH FOUND IN RESIDENCE 12.57
PATRICIA A ROBINSON TRUST, JEAN SHORT TRUSTEE--CHECKING ACCOUNT 4,900.00
NUMBER 34-56641
ERIE INSURANCE GROUP, REFUND POLICY # Q522306907
F&M TRUST CO. CHECKING ACCOUNT 32-80616
PA EMPLOYEES BENEFIT TRUST FUND, REFUND
NATIONWIDE INSURANCE, REFUND AUTO POLICY
JEWELERY, APPRAISED VALUE
DECEDENT'S BROTHER, DESIRING THAT ALL EXPENSES AND BEQUESTS
BE PAID IN FULL, HAS ADVANCED CASH TO DECEDENT'S ESTATE
SUFFICIENT TO PAY ALL SAID, EXPENSES AND BEQUESTS AND TAXES
ON THE SPECIFIC BEQUESTS
11.00
236.94
305.12
46.30
1,103.00
55.77
.
.
TOTAL (Also enter on line 5, Recapitulation) $ 12 , 943 . 20
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SINCE 1877
Phone (717)264-7693
121 South Main Street
Chambersburg, P A 17201
Member, American Gem Society
Ann Ludwig Wagner, Registered Jeweler
Jane Ludwig Mentzer
FAIR MARKET VALUE APPRAISAL
The fair market value is an estimation of a price arrived at willingly by a buyer and a seller d not
under duress.
Because jewelry appraisal and evaluation is not a pure science and is therefore subjective,
estimations of fair market value may vary from one appraiser to another and such a varianc
not necessarily constitute error on the part of the appraiser.
Mountings prohibit the full and accurate observation and grading of Diamonds. Therefore 0 y a
provisional grade will be given. The weights are estimations determined by formula based n
available dimensions. If a Diamond is regraded or weighed unmounted the grades or weight may
vary.
EST ATE OF PATRICIA A. ROBINSON
Oct. 6, 2005
1. One lady's 10 karat yellow gold Diamond cluster ring contains 3- .005ct. single-cut Diam nds
set in a white gold flower design top. The yellow gold shank is 7mm. wide at the top and ta rs to
1.8mm. wide in the back. The mounting is lightweight. $ 0.00
. 2. One lady's 14 karat yellow gold plain wedding band is 3mm. wide and weighs 1.3dwt.
3. One lady's 18 karat white gold Diamond filigree ring contains:
1- . 1 Oct. old European-cut Diamond
Dia.- 3.Omm.
Cutting- poor
Color- F Provisional GIA
Clarity- II" "
The Diamond is set in a white gold plate atop a filigree base and shoulders.
$ 00.00
4. One lady's 10 karat yellow gold Diamond solitaire ring contains:
1- .18ct. princess-cut Diamond
Length- 3.4mm.
Width- 2.92mm.
Cutting- fair
Color- H Provisional GIA
Clarity- 11 " "
ESTATE OF PATRICIA A. ROBINSON
Page 2, #4 continued
The Diamond is set in a four prong white gold head. The yellow gold shank is 3.8mm. wid .
$125.00
5. One lady's 14 karat yellow gold Diamond solitaire ring contains 1- .03ct. full-cut Diam nd set
in a 5.6mm. square white gold illusion head. The yellow gold shank is 2.6mm. $30.00
6. One lady's 14 karat yellow gold plain wedding band weighs .8dwt.
$10.00
7. One lady's 14 karat yellow gold Diamond solitaire ring contains:
1- .69ct. Brilliant-cut Diamond
Dia.- 5.5- 5.54mm.
Depth- 3.71mm.
Cutting- fair
Color- J Provisional OIA
Clarity- VVS2" "
Fluorescence- strong blue
The Diamond is set in a white gold six prong head with a 1.5mm. wide yellow gold shank.
8. One lady's 14 karat yellow gold wrap ring contains 3- .0075ct. single-cut Diamonds.
TOTAL ESTIMATED FAIR MARKET VALUE OF ALL ITEMS- $1063.00
CARL E. OCKER
AUCTIONEER
4401 Philadelphia Avenue
Chambersburg, PA 17201
(717) 264-6578
Personal Property Appraisal for
Patricia Robinson Estate
317 Dwelling Ct
Shippensburg P A 17257
GROUP OF COSTIJME JEWELRY ..............................................................40.00
TOTAL ......................................................................................................... .$40.00
I, DO HEREBY CERTIFY that I have examined the tangible personal property of
Patricia Robinson Estate, 317 Dwelling Ct, Shippensburg P A 17257
And do value and appraise the same at $40.00 as being fair market
Value of said property ou this date of April~, f'l\ _ _ __ m
Date 1- / ~ (} /0 5" Carl E. Ocker ('1. /)~
I Appraiser ~
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
ROBINSON PATRICIA A
Debts of decedent must be reported on Schedule L
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
1. FOGEL SANGER BRICKER FUNERAL HOME
AMOUNT
$6,~17.50
1.
ADMINISTRATIVE COSTS:
Personal Representative's Convnissions
Name of Personal Representative (s) FARMERS & MERCHANTS TRUST CO.
Social Security Numbel{s) I EIN Number of Personal Representative(s)
S1reetAddress P.O. BOX 6010
City CHAMBERSBURG Slate PA Zip 17201
2,(00.00
B.
Year(s) Commission Paid:
2006
2.
3.
A~F~ ROBERT G. FREY
Famly Exemption: (If dec:edenfs address Is not the same as c1aimanfs, a1lach explanation)
Claimant
Street Address
WA1VED
City
Relationship of Claimant tl Decedent
Slate
Zip
4.
ProOOteF~ REGISTER OF WILLS
91.00
5. Accountanfs F~
6. Tax Return Preparel's Fees
7.
THE SENTIENEL, EXECUTOR NOTICE
CUMBERLAND LAW JOURNAL, EXECUTOR NOTICE
KENNY'S AUCTION, COMMISSION ON SALE OF PERSONAL PROPERTY
REGISTER OF WILLS, ACCOUNT FILING FEE
173.15
75.00
],120.38
130.00
TOTAL (Also enteron fine 9, Recapitulation) $ 19,807.03
(If more space Is needed, Insert additional sheets of the same size)
REV-1512 EX' (12-03) ..
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABIUTIES, & LIENS
ROBINSON PATRICIA A
FILE NUMBER
Report debts Incurred by the decedent prior to dealh which remained unpaid as of lhe dale of death, Including unreimbursed medical expenses.
ITEM VALUE AT D IE
NUMBER DESCRIPTION OF DEAT
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
1.
GIANT, CHECK NO. 4311, CLEARED ON 1/31/05
NATIONWIDE INSURANCE, CHECK NO. 4309, CLEARED ON 1/26/05
COTTAGES OF SHIPPENSBURG
PPL UTILITIES
FIRST ENERGY, PENELEC
SPRINT, TELEPHONE CHARGES
SUMMITT BEHAVIORAL HEALTH
CARLISLE REGIONAL MEDICAL CENTER
SHIPPENSBURG FAMILY PRACTICE
CHAMBERSBURG HOSPITAL
MOFFITT HEART & VASCULAR GROUP
CUMBERLAND VALLEY MEDICAL SVCS
$ 38.20
179.80
558.00
169.15
152.52
59.51
88.40
21.70
18.93
30.94
9.18
206.84
TOTAL (Also enter on line 10, Recapitulation) $ 1,533.17
(If more space is needed, insert additional sheets of lhe same size)
REV-1513 EX. (9-00) f.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
ROBINSON PATRICIA A
NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS ~ndude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
GLORIA GARDNER
32 MITCHEL LANE
NEWBURG, PA 17240
SCOTT TYLER ROBINSON
949 BALTIMORE ROAD
SHIPPENSBURG, PA 17257
SPENCER BRIAN ROBINSON
949 BALTIMORE ROAD
SHIPPESNBURG, PA 17257
SHENELLE PATRICIA ROBINSON
949 BALTIMORE ROAD
SHIPPENSBURG, PA 17257
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NIECE
GRANDSON
GRANDSON
GRANDAUGHTER
FILE NUMBER
AMOUNT OR Sf ARE
OF ESTATE
$500.0p
SPECIFIC BEQUEST
SPECIFIC BEQUEST
PER ITEM 3A
SPECIFIC BEQUEST
PER ITEM 3B
SPECIFIC ~EQUEST
PER ITEM 3C
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN M30VE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
" NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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LAST WILL AND TESTAMENT
OF
PATRICIA A. ROBINSON
I, PATRICIA A. ROBINSON, widow, of Lot 165 Shippensburg Mobile Estates,
Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory,
and understanding, do hereby make, publish, and declare this as and for my Last Will and
Testament, hereby revoking and making void any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executor to pay all of my debts to which I am bound and
the expenses of my funeral. last illness, and of the administration of my estate as soon after my
death a:; mayh~ ['Jund convenient to do so.
2. I declare that at the time of the writing of this my Last Will and Testament, I am a widow.
I further declare that I have one (1) child by my marriage to Kenneth E. Robinson, who is Scott J.
Robinson. I further declare that I have no other children.
3. I give and bequeath the following items of personal property:
a To my grandson, Scott Tyler Robinson, my first engagement ring and
wedding band which is located in my safe deposit box at F & M Bank.
b. To my_grandson, Spencer Brian Robinson, my wedding ring set which is
located in my safe deposit box at F & M Bank.
./ c. To my granddaughter, Shenelle Patricia Robinson, all of my other jewelry,
including my 25th wedding anniversary diamond wrap-a-round ring.
Should any of the above mentioned persons predecease me or fail to survive me by a period of
ninety (90) days, then the bequest tothat person shall lapse and be added to the remainder of my
estate. Should any of the above mentioned persons be under the age of twenty-one years (21) of
age, then I authorize my hereinafter named Executor, to hold said above mentioned items in Trust,
pursuant to paragraph 6 below, until that person attains the age of twenty-one (21) years.
4. I give to my niece, Gloria Jean Gardner, the sum of $500.00.
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5. All of the rest, residue, and remainder of my estate, real, personal, or mixed, and
wheresoever the same may be situate, I give, devise, and bequeath to such of my grandchildren as
shall survive me by a period of ninety (90) days, the share any deceased grandchild would have
received to pass to his or her issue per stirpes and if there be no issue, such share shall lapse and be
added to the remaining share or shares per stirpes. At the present time I have three (3)
grandchildren, Scott Tyler Robinson, Spencer Brian Robinson and Shenelle Patricia Robinson. I
have intentionally made no provision for my son, Scott J. Robinson, for the reason that my son has
been adequately provided for during my lifetime and it is my desire to provide for my
grandchildren.
6. Should any person less than twenty-one (21) years of age be entitled to a distribution
from my estate, in such event the share that person would otherwise have received shall be paid to
my hereinafter named Executor in trust. I authorize the herein named Trustee to receive and invest
the same, and to pay the income arising therefrom, together with so much of the principal thereof as
in its opinion is necessary or desirable to be expended for the proper maintenance, support, and
education of such person, to or for the benefit of such person, and upon such person attaining
twenty-one (21) years of age to pay to him or her the then remaining principal together with any
undistributed income. It is my intention that all of the residue be for the use and benefit of my
grandchildre!1on~e they have ~!ttained adulthood !!Cld I direct that any expenditures deemed by my
. Executor to be necessa....y prior to distribution of the Trust corpus be made directly to the provider.
of support, maintenance andeducaribfiand no payments'should oeas'l>ubstitutefot any parental
support to which the trust beneficiary would be entitled.
7. I hereby nominate, constitute, and appoint the F & M Bank, of Chambersburg, Franklin
County, Pennsylvania, or its successors and assigns, as Executor of this my Last Will and
Testament. I further direct that it shall not be required to post any bond to secure the faithful
performance of its duties in the Commonwealth of Pennsylvania or in any other jurisdiction.
Page 1 of 3 Pages
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8. In addition to the powers conferred by law, my herein named Executor and Trustee is
empowered:
a. To invest any part of the trust corpus in such securities, investments, or other
property as may be deemed advisable and proper, irrespective of whether the same are
authorized for the investment of trust funds under the laws of any governing
jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of
which may be held, to vote in person or by proxy on any shares of stock; to consent to
the merger, consolidation or reorganization of such corporations~ to consent to the
leasing, mortgaging, or sale. of the property of any suchc;orporations; to make any
surrender, exchange or sllbstitution of such stocks, bonds, or other securities as an
incident to the merger, consolidation or reorganization of such corporations; to pay l.lll
assessments, subscriptions and other sums of money which maybe deemed wise and
expedient for the protection and maintenance of the proportionate interest of the
investment in such corporations; to exercise any option or privilege which may be
conferred upon the holders of such stocks, bonds, or other securities of such
corporations either for the conversion of the same into other securities or for the
purchase of additional securities, and to make any and all necessary payments which
may be required in connection therewith; and generally to have and exercise as to all
such stocks, bonds, and other securities, the powers of an individual owner who is not
under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate
shares shall have undivided interests. .
d. To sell at public or private sale for cash or upon credit, or partly for cash and
partly on credit, and upon such terms and conditions as shall be deemed proper, any part
or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire
into the expediency or propriety of any such sale or to see to the application of the
purchase money arising therefrom.
e. To keep on hand and uninvested such moneys as may be deemed proper and
for such period as may be found expedient.
f. To compromise, settle, or arbitrate any claim or demand in favor of or against
the trust estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and to
determine and to pay such counsel reasona~le compensation which shall be charged
against the principal or income of the trust fund, and shall further be entitled to charge
against the principal or income such other reasonable expenses and charges as may be
necessary and proper to incur for the proper discharge of fiduciary duties and for the
proper management and administration of the trust estate.
h. In making any division of property into shares for the purpose of any
distribution thereof directed by the provisions of the trust, to make such division or
distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be
deemed most expedient, and in making any division or distribution in kind may allot any
specific security or property or any undivided interest therein to anyone or more of
such shares, and to that end may appraise any or all of the property so to be allotted and
the judgment as to the propriety of such allotment and as to the relative value for
purposes of distribution of the securities or property so allotted shall be final and
conclusive upon all persons interested in the trust or in the division or distribution
thereof.
i. To register any shares of stock or other as.si\ts of any trust in their own
names or in the name of a nominee. .
j. To retain any investments including mutual funds which I may own at the
time of my death and in addition to invest any part of the Trust corpus in such mutual
fund or mutual funds as may be deemed advisable or proper, irrespective of whether the
same are authorized for the investment of trust funds under the laws of any governing
jurisdiction.
Page 2 of 3 Pages
. .
9. If any beneficiary under this Will shall directly or indirectly, by legal proceedings or
otherwise, challenge or contest this Will or any of its provisions, or shall attempt in any way to
oppose or set aside the probate of this Will or impair or invalidate any of the provisions I have
made in it, any gift to, or other provision for, that person under this Will is revoked and shall be
disposed of in the same manner as if that contesting beneficiary had predeceased me without issue.
. IN WITNESS WHEREOF" I have he:reuQ.Jo set my hand and seal to this my Last Will and
Testament consisting of 3 pages, written this 2lf.nmy of October. 200 1.
Gi4 .
.. . .~ rf(~(SEAL)
.. atricia A. Robinson
Signed, sealed, published and declared, by Patricia A. Robinson, the Testatrix above named, as
and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the
presence of each other, have hereunto subscribed our names as attesting witnesses.
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Page 3 of 3 Pages