HomeMy WebLinkAbout11-14-06
REV-15~ EX + (~OO)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Broderick Michael J
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
2/15/2006 5/5/1921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[Xl 1. Original Return
D 4. Limited Estate
[Xl 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
o 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12.12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FilE NUMBER
2 1 -0 6 0 1 6 2
COuti'TYCOoE" ---y~ - - NuMBER- -
SOCIAL SECURITY NUMBER
3 22- 1 6 - 0 097
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum (date of death prior to 12-1J..82)
o 5. Federal Estate Tax Retum Required
1- 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
3211 N. Front Street
0.00 X _(15) 0.00
519,425.27 x .045 (16) 23,374.14
0.00 x .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 23,374.14
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NAME
Jered L. Hock Es uire
FIRM NAME (If Applicable)
Metz er Wickersham
TELEPHONE NUMBER
717 238-8187
P.O. Box 5300
Harrisbur
(1 )
(2)
(3)
(4)
(5)
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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)
D Separate Billing 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 Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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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
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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PA 17110-0300
31,902.17
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25,233.95
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525,337.88
(8)
582,474.00
46,440.39
16,608.34
(11)
(12)
(13)
63,048.73
519,425.27
(14)
519,425.27
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,Decedent's Complete Address:
STREET ADDRESS
113 Parkview Road
CITY I STATE I ZIP
New Cumberland PA 17070-
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
23,374.14
22.000.00
1.157.86
Total Credits ( A + B + C )
(2)
23,157.86
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
4.
TotallnteresUPenalty ( 0 + E)
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
If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
0.00
(4)
(5)
(5A)
(58)
to: REGISTER OF WILLS, AGENT
0.00
216.28
5.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
216.28
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; ........................................................................... D 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ D 00
c. retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. D 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.................. ....................... ...................... .............. ......... ......... D 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................................................... ......... ......................................... 1XI D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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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 is 3%
[72 P.S. ~9116 (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 or for the use of the surviving spouse is 0% [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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)1.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted;n 72 P.S. 99116(1.2) [72 P.S. ~9116(a)(1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [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-1"S08 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Broderick Michael J
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
FILE NUMBER
21 06
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.
0162
DESCRIPTION
Vanguard - Prime Money Market Fund, Account #9858100506; 30,000 Shares @ $1 ea.;
3 daughters listed on Schedule J were listed as equal beneficiaries
VALUE AT DATE
OF DEATH
30,000.00
Accrued Dividends on account listed in No.1
56.74
Com cast & EMS refunds
125.99
EMS
7.84
EMS & car insurance refunds
86.00
VA death benefit
100.00
Fairy GodMother Store - sale of vintage clothing
70.00
Piano of decedent, old and used
300.00
Proceeds received from Haar's from auction held to sell decedent's furniture and
household items
1,012.35
Travelers Insurance - refund from homeowner's insurance
43.00
Travelers Insurance - refund from liability insurance premium
88.00
Pinnacle Health - refund for overpayment of medical bill
12.25
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
31 902.17
REv-^1S09 EX + (6-98)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Broderick Michael J
FILE NUMBER
21 06
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
0162
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Ellen L. Myers
15 Laurel Oak Drive
Boiling Springs, PA 17007
Daughter
B
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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 DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTERES
1. A. 5/5/03 Commerce Bank, Checking Account #0536257553 50,467.90 50. 25,233.95
TOTAL (Also enter on line 6, Recapitulation) $ 25 233.95
T
(If more space is needed, insert additional sheets of the same size)
.
REV-1510 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Broderick Michael. J
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 06
0162
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATIE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATIE. VALUE OF ASSET INTEREST VALUE
(IF APPLICABlE)
1. Vanguard, Traditional IRA; Account #9954846997; 201,602.67 100. 201,602.67
201,206.180 Shares @ $1 ea.; Accrued Dividends $396.49;
Beneficiaries: Ellen L. Myers, Joan M. Broderick, and
Susan J. Brooks, daughters of decedent
2. Fidelity, Traditional IRA; Account #2AN-406996; 32,735.21 100. 32,735.21
32,679.670 Shares @ $1 ea.; Accrued Dividends $55.54;
Beneficiaries: Ellen L. Myers, Joan M. Broderick, and
Susan J. Brooks, daughters of decedent
3. Gift made to Ellen L. Myers (daughter of decedent) on 100,000.00 100. 3,000.00 97,000.00
December 6, 2005
4. Gift made to Joan M. Sisserian (daughter of decedent) on 100,000.00 100. 3,000.00 97,000.00
December 6, 2005
5. Gift made to Susan J. Brooks (daughter of decedent) on 100,000.00 100. 3,000.00 97,000.00
December 6, 2005
0.00
0.00
0.00
TOTAL (Also enter On line 7 Recapitulation) $ 525,337.88
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF
Broderick. Michael J
ITEM
NUMBER
A.
1.
2.
3.
4.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
21
06
0162
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Parthemore Funeral Home
10,825.58
Food and beverages for funeral gatherings
597.04
Thank you card and 51 two-cent stamps and postage
3.97
James R. Gingrich Memorials - scroll placed on grave
125.00
ADMINISTRA TIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Ellen L. Myers . XX
Social Security Number(s)/EIN Number of Personal Representative(s}
Street Address 15 Laurel Oak Drive
City BoilinQ SprinQs State PA Zip 17007
Yea~s} Commission Paid: 2006
7,500.00
AttomeyFees Metzger, Wickersham, Knauss & Erb, P.C. XX
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
(estimated)
15,350,QO
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
88.00
Accountanfs Fees
Tax Return Prepare(s Fees Metzger, Wickersham, Knauss & Erb, P.C.
(estimated)
485.00
Betty Yaczko - house cleaning of decedent's residence
50.00
Duty's Locksmith - change door locks on decedent's residence
110.00
Obituary charges
11.05
Ellen Myers - reimbursement for door locks, with changed keys, to preserve residential
premises of decedent
86.27
Register of Wills - reserve for Short Certificates
12.00
Expense to ship momentos and personal items of decedent to daughter/equal co-heir
226.66
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
46,440.39
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Broderick, Michael, J
Decedent's Name
Page 1
21 06 0162
File Number
Schedule H - Funeral Expenses & Administrative Costs - 81
ITEM
NUMBER DESCRIPTION AMOUNT
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Joan M. Sisserian XX 7,500.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 7 MorQan Avenue
City Palmyra State NJ Zip 08065
Year(s) Commission Paid: 2006
SUBTOTAL SCHEDULE H.B1 7,500.00
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Broderick, Michael, J
Decedent's Name
Page 2
21 06 0162
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
DESCRIPTION
AMOUNT
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
in South Carolina
Joan M. Sisserian - necessary travel expenses for out-of-town co-Executrix to attend
funeral and qualify as Executrix
280.13
PA Water Company - water charge for decedent's residence during cleaning out
62.90
PP&L - electric charge for decedent's residence during cleaning out
490.71
Verizon - phone service to decedent's residence during cleaning out
89.14
GTC Phone - long distance service to decedent's residence during cleaning out
44.45
Zeplin Security - alarm system to decedent's residence during cleaning out
95.00
Borough of New Cumberland - trash service decedent's residence during cleaning out
64.80
Bob Haring - removal of trash from decedent's residence
150.00
Wray's Music - hauling of piano from decedent's residence
169.60
Travelers, Purdy Insurance - insurance on contents in decedent's residence
28.00
Cumberland Law Journal - publication of Estate Notice
75.00
The Patriot-News - publication of Estate Notice
168.75
Haar's Auction - commission from sale of decedent's furniture and household items
404.94
Robin Gasparetti, Tax Collector - taxes of decedent's residence during cleaning out
765.86
JEM Lawn Care - upkeep of decedent's premises during cleaning out
90.00
Postage for mailings in regard to IRA and other such assets
44.00
Ellen L. Myers - reimbursement for calls in relation to estate administration matters
91.14
Ellen L. Myers - reimbursement for packing/cleaning supplies for decedent's residence
8.79
Ellen L. Myers - reimbursement for postage for mailing all life insurance claim forms
36.61
Metzger Wickersham - reserve for further photocopy, postage, fax, long distance
155.00
SUBTOTAL SCHEDULE H.B7
3,314.82
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Broderick, Michael, J
Decedent's Name
Page 3
21 06 0162
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
DESCRIPTION
AMOUNT
33.
Reserve for filing Account
80.00
34.
Reserve for filing Releases
25.00
35.
Reserve for closing
50.00
SUBTOTAL SCHEDULE H.B7
155.00
. REV-1512 EX + (6-98)
*'
SCHEDULE'
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Broderick. Michael. J
FILE NUMBER
21
06
Include unreimbursed medical expenses.
0162
VALUE AT DATE
OF DEATH
ITEM
NUMBER DESCRIPTION
1. Borough of New Cumberland - sewer/trash debt of decedent
2. Zeplin Security - monthly security alarm debt of decedent
3. Verizon - monthly telephone debt of decedent
4. PA Water Company - monthly water debt of decedent
5. PP&L - monthly electric debt of decedent
6. Metzger Wickersham - attorney fee debt of decedent
7. Discover Card - credit card debt of decedent
8. Dr. Guistewite Manor Care - debt of decedent
9. Personal income taxes - debt of decedent
10. Red Lobster - credit card debt of decedent
11 . Holy Spirit Hospital - debt of decedent
12. Messiah - February room and trans. debt of decedent
14. U.S. Treasury - income tax debt of decedent
15. Heritage Cardiology, Dr. Lewin - medical debt of decedent
16. Citicard - debt of decedent, uncleared at death
68.49
23.75
32.66
13.05
183.86
2,481.17
9.26
29.46
9.80
23.31
15.56
1,712.00
11,131.00
108.95
171.71
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
16,608.34
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Broderick, Michael, J
Decedent's Name
Page 4
21 06 0162
File Number
Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens
ITEM I
NUMBER DESCRIPTION AMOUNT
17. Burick & Azizzkhan - medical debt of decedent, uncleared at death 5.17
18. PAWC - automatic withdrawal XX 13.41
19. Manor Care Nursing Facility - mandatory room hold charge while decedent was 90.00
hospitalized, uncleared at death
20. Philhaven - medical bill of decedent 27.50
21. Pinnacle Health - medical debt of decedent 42.92
22. Holy Spirit Hospital - medical debt of decedent 48.96
23. Holy Spirit Hospital - medical debt of decedent from January 28, 2006 through February 4, 29.52
2006
24. Internists of Central Pa. - medical debt of decedent from January 28, 2006 through 203.42
February 9, 2006
25. Holy Spirit Hospital - medical debt of decedent from February 6, 2006 through February 9, 29.52
2006
26. Capital Area Health Associates - medical debt of decedent from December 30, 2005 103.89
through February 15, 2006
SUBTOTAL SCHEDULE I 594.31
GRAND TOTAL SCHEDULE I $ 16,608.34
. REV'''''EX''w
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Broderir:k Mich;:l~1 .1 21 06 01fl2
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 pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Ellen L. Myers Daughter 189,964.39
15 Laurel Oak Drive; Boiling Springs, PA 17007
2. Joan M. Sisserian, flk/a Joan M. Broderick Daughter 164,730.44
7 Morgan Avenue; Palmyra, NJ 08065
3. Susan J. Brooks Daughter 164,730.44
489 Webber Road; Spartanburg, SC 29307
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
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, insert additional sheets of the same size)
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LAST WILL AND TESTAMENT
OF
MICHAEL J. BRODERICK
I, MICHAEL J. BRODERICK, of New Cumberland, Cumberland County, Pennsylvania,
revoke any prior Wills and Codicils and declare this to be my Will.
ITEM 1.
(a)
I give my household and personal effects and other tangible
personalty of like nature in as nearly equal shares as practicable to my children, SUSAN J.
BROOKS, ELLEN L. MYERS, and JOAN M. BRODERICK, subject to the survival provisions
of this Will. I direct that my Executrices take into account any wishes I may have expressed in
making distribution of my household and personal effects and other tangible personalty.
ITEM 2.
I give all the rest, residue, and remainder of my estate in equal shares to
my children, SUSAN J. BROOKS, ELLEN L. MYERS, and JOAN M. BRODERICK, if they
have all made equal monetary contributions to my maintenance and support. If, however, any
daughter or daughters have contributed less to my maintenance and support, then that daughter's
or those daughters' shares of the rest, residue, and remainder of my estate shall be
proportionately diminished, so that the daughter or daughters who contributed more shall
receive back the moneys they contributed to my maintenance and support before the rest,
residue, and remainder of my estate is distributed as set forth herein.
ITEM 3.
(a)
If my daughter, SUSAN J. BROOKS, is not living on the thirty-
fIrst day after my death, I give her share to her issue per stirpes who survive me by thirty days,
subject nonetheless to the trust provisions of this Will.
Document #: 248185.1
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(b) If my daughter, ELLENL. MYERS, or my daughter, JOAN M.
BRODERICK, is not living on the thirty-first day after my death, I give her share to her estate, to
be distributed pursuant to her will. If either of these daughters has no will, I give her share to her
estate to. be distributed to her intestate heirs.
ITEM 4.
I direct that all my just debts and the expenses of my illness and
disposition of my remains shall be paid from my residuary estate as soon as practicable after my
death as part of the expense of the administration of my estate.
ITEM 5. .
I direct that if any beneficiary is under eighteen (18) years of age at the
time of my death, except for tangible personalty which may be distributed in kind to the
beneficiary, the beneficiary's share shall be held in trust, with the Trustees to be empowered to
expend both income and principal for the beneficiary's health, maintenance, and support, and the
beneficiary's education beyond high school; such expenditures shall be in such amounts as my
Trustees, in their sole discretion, may determine. Any sums remaining in the trust shall be
distributed outright to the beneficiary upon the beneficiary's attainment of age eighteen (18). I
request that in exercising their sole discretion to make distributions, my Trustees take into
account all other resources owned or available to my grandchildren and all other resources to
which they are legally entitled from any other person or source.
ITEM 6.
In addition to the powers granted by law or by other parts of this Will, my
Executrices and Trustees shall have the following powers:
(a) To retain any and all assets of my estate, real, personal, or mixed,
without regard to any principle of diversification, risk, or productivity, except as may be
otherwise expressly provided herein;
Document #: 248185.1
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(b) To sell at public orprivate sale, to exchange, to lease, to pledge, to
mortgage, to transfer, to convert, or otherwise dispose of, and to grant options with
respect to, any and all property, real, personal, or mixed, at any time forming part of my
estate or trust estate in such manner, at such time or times, for such purposes, for such
price or prices and upon such terms, credits, and conditions as may be deemed advisable;
( c) To invest and reinvest the trust property in stocks, bonds,
mortgages, notes, insurance policies, annuities, common trust fund participation, or other
property of any kind, real, personal, or mixed, irrespective of any statute, case, rule, or
custom limiting the investment of trust funds, except as expressly provided otherwise
herein;
(d) To settle, compromise, contest, prosecute, or abandon claims in
favor of or against my estate or any trust as may be deemed advisable;
(e) To allocate receipts and disbursements to principal or income or
partly to both and to ascertain principal or income in accordance with the laws of the
Commonwealth of Pennsylvania;
(f) To make distribution or division of the trust or estate in cash, in
kind, or partly in both,' to postpone distribution by agreement with a beneficiary and to
distribute articles of tangible property to a minor or to any person to hold for a minor
within the limits authorized by statute or rule of law;
(g) To exercise any law-given option to treat administration expenses
either as income tax or estate tax deductions, without regard to whether the expenses
were paid from principal or income, and without requiring reimbursement;
Document #: 248185.1
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(h) To carry on and/or to windup, sell, or discontinue any business
interest in which I may be engaged at the time of my death;
(i) To distribute articles to a minor or to her or his guardian orto any
person taking care of the minor to hold for the minor within the limits authorized by
statute or rule of law;
G) To disclaim inheritances and interests in property;
(k) To carry out the terms of any agreement I may have entered into to
sell all or any part of any property or interest I may own in any property or business at the
time of my death;
(1) To join with my spouse in filing any federal income tax returns for
any year in which such joinder is permitted by law and to pay all or such ratable share of
any taxes due thereon as my fiduciaries shall deem proper, and to join or consent to any
gifts made by my spouse during my lifetime as having been made one-half by me for the
purpose of any federal gift tax law;
(m) To invest and reinvest the principal of the trusts, together with any
accumulated income thereon ,whenever such accumulation has been permitted by the
terms hereof, in all forms of property, real, personal, or mixed, including but not limited
to stocks, bonds, common trust funds, mortgage, investment funds, insurance policies,
and annuities, without being limited by any statute or rule of law concerning investments
by fiduciaries;
(n) To employ attorneys, auditors, depositories and proxies with or
without discretionary power; and
Document#: 248185.1
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(0) To keep property in the name of a nominee with or without
disclosure of any fiduciary relationship.
ITEM 7.
No gifts under this Will or under any trust established hereunder shall be
subjected to anticipation, assignment, pledge, attachment, or execution.
ITEM 8.
No bond shall be required of my Executrices or Trustees, but if bond is
nevertheless required, it shall be without surety.
ITEM 9.
I appoint my daughters, ELLEN L. MYERS and JOAN M. BRODERICK,
Co-Executrices. If either fails to qualify or ceases to act, I appoint the other as sole Executrix.
ITEM 10.
I appoint my daughters, ELLEN L. MYERS and JOAN BRODERICK,
Trustees of any trust established pursuant to my Will. If either fails to qualify or ceases to act, I
appoint the other as sole Trustee.
ITEM 11.
For the convenience of my Executrices, I note that this WiH-has been
prepared by Jered L. Hock, Esquire, and the firm of Metzger, Wickersham, Knauss & Erb, P.C.,
Harrisburg, Pennsylvania.
/ (l... ~ PUt I'- __ A L
Executed this '" day of ~
, 2003.
~.t0/~ ~~~~
Michael J. Broderick
Signed, sealed, and published and declared by the above-named Testator, MICHAEL J.
BRODERICK, as and for his Last Will and Testament, in the presence of us, who, at his request,
in his sight and presence, and in the sight and presence of each other, have hereunto subscribed
ames as witnesses.
Address
~ P4-
Address
~Y)lc->6{.(Y*/ rl
Document #: 248185.1
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Commonwealth of Pennsylvania
: ss
County of Do.u.ph;n
We, MICHAEL J. BRODERICK, and .:J-ev-cd L, +fo ole- , and
_~)UNG1/Sl,{H }.Loa " the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testator signed and executed the instrument as his Last Will
and that he had signed willingly (or willingly directed another to sign for him), and that he executed
it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as witness and that to the best of our
knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
);kcd~~ ~~~ "
Testator
.~~
Witness
c~ 00~
ess
SWORN to or affirmed and acknowledged before me by the above named Testator and
witnesses this ~rc.. day of ~ b ('c{ ~ry , 2003.
Ugt Ifl iJ1Ajf..~
Notary Pu ic
My Commission Expires:
(SEAL)
NOIariaJ Seal
Angela M. Miller, Notary Public
City of Harrisburg. Daupblu Coualy
My Commission &pira Oct. 15, 2006
Document #: 248185.1