HomeMy WebLinkAbout96-00611
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I)ETITION Fon l)nOnATE Ilnd GnANT OF LETTEI{S
1~lIu'" III -!j.di~.fL \ /llh" 'J \,., ~ ~ll. _ ( ~L.cI(<>.=.~JL."____
ul."'k"llll'"us~~jl1: 10:
Ilegister of Wills I'm Ihe
. lJee,'uJed. Counly of in Ihe
Sllcial Security Nil. /(i;;., '1- J (,.; " COlllmnnwe:lhh of Pennsylvania
The pelilion nf Ihe uudersigned respectfully represellls Ihat:
Your pelilioner(s), who is/are 18 years of age nr older anlhe exeenl v1
in Ihe last will of Ihe above decedent, daled F., I., J.of., ') l
and eodicil(s) daled ^ . I . I' I' 1
,~(..S m ~\DHI~ ,I r t"Cl."ft';'L.D
I1llmed
,19-1L
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(state rdevant circumstances, e.g. renunciation, death or cxecUlor, etc.)
Decendent was domiciled al demh in C. J.", '1' I... I County, Pennsylvania, wilh
I' I~ lasl family Ot princiPal residence al .J u ".. ,IP. 1/ / . j(
11"il1..A ,>bdrg, f/A 170';4-
(list SHetl1 numbcr and muncipality)
,I! U J..
,19 qt
Decendent, then 7 :1-. years 9f age, died
at C I' (( ,....,. \
Except as fo lows, decedenl did not marry, was nOl divorced and did not have a child born or ado pled
after execulion of Ihe will offered for probate; was not lhe victim of a killing and was never adjudicated
incompelent:
Decendent at dealh owned properlY with estimaled values as follows:
(If domiciled in Pa.) All personal properly $ '1< 7 0 00. ~ V
(If nOI domiciled in Pa.) Personal property in Pennsylvania $ l'Hl'
(If nol domiciled in Pa.) Personal property in Counly $
Value of real estale in Pennsylvania 1 . I. $' I o' a,. 0, C I)
silualed as follows: ') cJ f>" ,/ p, t ,,' J I n" ( ~,,, '1. ( S 'J J 1,/
-'
WHEREFORE, petilioner(s) respeclfully
presented herewilh and Ihe grant of lellers
theron.
requesl(s) lhe probale of Ihe lasl will and eodieil(s)
rl'fph~ ..-<f'..., htJ\1
(testamentary; adrriinistration c.l.a.i administration d.b.n.c.1.8.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF cum':;~rJan.c1
The pelilioner(s) above-named swear(s) or affirm(s) lhallhe Slalements in Ihe foregoing petilion arc
lrlle and correct to the besl of Ihe knowledge and belief of petilioner(s) and Ihal as personal represen.
lalive(s) of lhe above decedenl petilioner(s) will well UI1d Iruly adminisler the eslale ccording 10 law.
-J' . ') .,,-
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Sworn to or affirmed and
before me this 7 th
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I.~- Y b "')'r-';\~
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subscribed {
day of
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R(IJ,:i.wer
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l'U'on'urs
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WARNING: IT IS ILLEGAL TO ALTEn nus COpy OR
TO DUPLICATE BY PHOTOSTAT on PtlOTOGRAPH.
COMMONWEAL TIt or 1'[W4!)'fl \lANIA
DEPAnTMlNT or fl[Alllf VlJAL InCOI'fJ~
CERT. NO.31G0108
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
21-9G~1
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. August(.~IJ~<.J.L
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Name of Decedent
Melvin ,J. Mbriy~______..._.
J"I! ""jll. ------.--"'.~--_..-l_;;;.-----.
Social Security No._.J..87 - .1.4..265.1.. .. ". Date of Death _.Aug.-1.._1996__
July 27. 1924 Birth lace Osceola Mi lis, PA
p .-----.-.--..... ----------.--..--. ..--.
IJoly Spirit IIosllital CUlllberland CO:,~~L~ennsboro Twp.
'.lll", ~,..,. (,,'.~I, c.!, Ih'''''Il'' '" 1"..~,,,,p
Penn~lvania
Sex_ Male
Date 01 Birth
Place of Death
Wh ite
Occupation C i vi 1 Eng i neer .____._. _ Armed Forces? (Yes or No) .
Decedent's
Widowed Mailing Address, 20 ~~!O.~_DI:~ .Me0~n.!csl!ur..9. PA 17055
'...",..., '.-' '" , er, ". f"."
Yes
Race
Marital Status
Informant I:;y : j'Jrigl)t Funeral Director
Name and Address of
Funeral Establishment COCI:LlN FUNERAL lIor'~~Jl_il1sJ!.urg, PA
...!,,~
.Scot t .D, . Brennema.!!.t F. D.
17D19-0424
Part I: Immediate Cause
Intorval Between
Onset and Death
(a)
Probable Nyocardial Infar!=liQ1L__..__..._._____.__._
(b)
----~~--------_._---------
(c)
(d)
Part II: Other Significant Conditions
Manner of Death:
Natural X~ Homicide 0
Accident 0 Pending Investigation 0
Suicide 0 Could not be Determined 0
Desc(lbe how injury occurred:
Name and Titie of Certifier
Nichae] L. Norris, Cumberland Co. Coroner
Address
405 Fairway Dr. Nechanicsbul'g, I'A
17055
(M.D, D.O., Coroner, M.E.)
This is to certify that tho information here given is correclly copied from an original
death duly filed with mo as Local Registrar. The original certificate will be forwarded
Vital Records Office for permanent filing.
certificate 01
to the State
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I, MELVIN J. ALBRIGHT, of 23 Longview Drive,
Mechanicsburg, Cumberland County, Pennsylvania, revoke my prior
wills and declare this to be my last will:
ITEM I. If my wife does not survive me by 30 days, I
give the antique bedroom set and all jewelry formerly belonging
to my wife to my daughter, KERRI J. WISLOCKY.
ITEM II. I give all my automobiles, and all other
articles of personal or household use, together with all insurance
relating thereto, to my spouse, LOIS M. ALBRIGHT, if she survives
me by 30 days. If she does not so survive me, I give all such
property and insurance to my children who so survive me, to be
divided among them as they may agree or, in the absence of
agreement or if any of them is a minor, as my executor may
think appropriate. However, articles which my executor considers
unsuitable for my children may be sold and the proceeds thereof
added to my residuary estate. My executor may, without further
responsibility, distribute property passing to a minor under
this article to the minor or to any person to hold for the minor.
Page 1 of 8 Pages.
ITEM III. I give the residue of my estate, real and
personal:
A. To my wife, LOIS M. ALBRIGHT, if she survives
me by 30 days; or, if she does not so survive me,
B. In equal shares to my children, MELVIN G.
ALBRIGHT, LEONARD R. ALBRIGHT, THOMAS S. ALBRIGHT, and KERRI J.
WISLOCKY, provided that the share of any child who predeceases
me or dies on or before the thirtieth day following my death shall
be distributed to his or her issue per stirpes living on the
thirty-first day following my death and in default of any such
then-living issue such share shall be added to the share or
shares for my other children.
ITEM IV. If any beneficiary becomes entitled to an
outright distribution of income or principal and is under age
21, that beneficiary's share shall be distributed to my trustee
IN TRUST and administered as follows:
A. As much of such income or principal as my
trustee may from time to time think desirable for that beneficiary
either shall be paid to him or her or shall be applied for his
or her benefit; and
Page 2 of 8 Pages.
B. The balance of such income and principal--
and the net income from those funds--shall be kept invested and
managed as a separate trust for that beneficiary, subject to my
trustee's powers described in the preceding paragraph. When
the beneficiary reaches the age of 21, the balance shall be
paid to the beneficiary. If he or she dies before that time,
the balance shall be paid to the beneficiary's issue, per stirpes.
In default of such issue, the balance shall be distributed
equally among my other children who are then living or a trust
created herein if the child is under the age of 21.
Any funds to be applied under this article either
shall be applied directly by my trustee or shall be paid to a
parent or guardian of the beneficiary or to any person or
organization taking care of the beneficiary. My trustee shall
have no further responsibility for any funds so paid or applied.
If my trustee, in my trustee's sole discretion, determines that
it is desirable to do so, my trustee may end any trust under
this will. This may be done by paying the then-remaining
principal and income of that trust to the person then eligible
to receive the income. If any such person is under age 21, my
trustee may pay the funds to his or her parent or guardian or
to any person or organization taking care of the person.
Page 3 of 8 Pages.
ITEM V. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM VI. All federal, state and other death taxes,
except generation-skipping taxes, payable on the property forming
my gross estate for tax purposes, whether or not it passes
under this will, shall be paid out of the principal of my probate
estate just as if they were my debts, and none of those taxes
shall be charged against any beneficiary.
ITEM VII. I authorize my executor and my trustee:
A. To retain and to invest in all forms of real
and personal property, including common trust funds operated by
my corporate executor or trustee or any affiliate of it,
regardless of any limitations imposed by law on investments by
executors or trustees, or any principle of law concerning
investment diversification.
B. To compromise claims and to abandon any
property which, in my executor's or my trustee's opinion, is of
little or no value;
Page 4 of 8 Pages.
f
c. To borrow from and to sell property to my
beneficiaries hereunder, and to pledge property as security for
repayment of any funds borrowed;
D. To sell at pUblic or private sale, to exchange
or to lease for any period of time, any real or personal property,
and to give options for sales or leases;
E. To join in any merger, reorganization,
voting-trust plan or other concerted action of security holders,
and to delegate discretionary duties with respect thereto;
F. To use administrative or other expenses of
my estate as income tax or estate tax deductions and to value
my estate for tax purposes by any optional method permitted by
the law in force when I die, without requiring adjustments
between income and principal for any resulting effect on income
or estate taxes; and
G. To distribute in kind and to allocate specific
assets among the beneficiaries (including any trust hereunder)
in such proportions as my executor may think best, so long as
the total market value of any beneficiary I s share is not affected
by such allocation.
Page 5 of 8 Pages.
:,..-
"
B. No executor or trustee shall be required to
post bond.
ITEM IX.
The term "executor" and "trustee" or any
pronoun used to indicate the executor, trustee, any other
fiduciary or any beneficiary shall be deemed to apply to one or
more than one person or corporation and to the masculine, feminine
or neuter gender as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my last will, this .~,'
,
.. .
day of '.J./:'-:v~ "".~
1991.
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(SEAL)
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MELVIN J. ALBRIGHT
.
Page 7 of 8 Pages.
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STATE OF PENNSYLVANIA
)
( ss:
)
/)1"'(" ,,\1
COUNTY OF ~ft.6~~B
We 1 MELVIN J. ALBRIGHT,
T~/";I.)5 fI. (.,r)CI<.(
, and
1\0,80.:' r S c,/:,' /iJ the testator and 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 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.
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MELVIN J. ALBRIGHT
Witness
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Witness V
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SUBSCRIBED, sworn to or affirmed, and acknowledged
before me by the above-named testator and by the witnesses whose
names appear above on
.......1 ,
~'!-l~"",{ (.'":'- ,-,'0, 1991.
I (' ,'1 ~H" J
'--,c'1<, .(.;.l_L-f1". .;. /~ ult:-4',V--<,
Not'ar j Public
tlolarol Silol
JaoquelynA z.tr.c'l'oyer. f<<>l:lry PlJJic
Hanishl1\l.OouphnCaJ1ly
My Commission Expros .1:., 29. 1995
!fl1ller. Pemoyfvlna Assooallon ol NoI.:lr<.'5
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COMMONWUlTH Of 'IUN~H\lAN'A
O(PAIHMINIOf RlV(NU(
DfP! 280001
HAIl~!~_~U_R~..!A 11111 ~601_
OIClOltl "!, N.....lIL"~l.Il.!l1. A'tO Ml(JOtl INlllAll
;. 'J ~ II 5' {
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
I fOR DAIl50f DIAIH AnlR 12/31191 CHICK HIRI
If A SPOUSAL
POVIRlY CRlDIl15 CLAIMID [ 1
flU NUM8lR 2196-0611
COUNTY COOl
l.. llHWlIll\{OMfIIIlAlllllI\\
20 ANDES DRIVE
I""""."',, ~1ECJlANICSBUHG, PA 17055
I 7/27/ <'Id (00"'[ Cumberland.. u .....
')0(1"-\ \llUWlI ':m......11I "''''!JUI'1 II (,I,..,.tD I\H lIj!llIUCTIOtl!l1
_ ~ _ ._ . ___ _..________H______.____.___________
Supplemental Return I I 3 Remainder Return
(IOf dOIIl' of death prior to 12.13.82)
[oJ S. Federal Eslale To. Relurn Requited
0- O. Tolol Number of Safe Deposit Bo...,
r] 40. Future Inlertn' Compromise
(for dole' 01 deolh ofter 12.12-82)
Deudent Died T.,tole [1 7. Oec.edenl Maintained 0 living Tru,1
(Alloth tOpy 0' Will) (Alloth tOpy 01 Trult)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO,
20, If Line 19 is greoler Ihan line 19, enler Ihe differente on line 20. Thil illhe OVERPAYMENT.
aD .":T.T:I"iI,u,.laTI.11..lf,...I,11(,Jt.III!.....Ittr.r.~a.l.lll..1.J..U:C!.....""1
21. If line 19 il greoler Ihan Line 19. enler Ihe difference on lino 21 Thil ilthe TAX DUE.
A. Enler Ihe interesl on Ihe bolon<e due on line 21 A
B. Enler Ihe 10101 01 line 21 and 21A on line 21B. Thil il the BALANCE DUE.
Make Check Payable to: Regl.ter o' Will., Agent
--- --- ---
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.. ALBlU GilT ,. MELVIN J 0\ -
~O{l"1 ~I(U'II' '40101111 D"ll 01 01"111
J.8.7=1.4",2654_- __.... - B/l/96
1,1 '''1''11111 lUh'W"'{. vouu 1"''''1 lllU IIU' l"ll""t>llll ",.11 II!
YEAR
NUMBER
JI./JI
01
04
06.
Original Relurn
[] 2
(OMPII If MAlmK.. AOORl ~~
105 Locust Street
lIarrisburg, PA 17101
=
114, 9IlO. 00
(11 __.___..._.__........._
(21--..--..----.-...---
( 3)._..______.____
(41 __..__. n'''_.__..__
15) __..92IJ!~~5_-_--_
161
(71
-~-~------._~
(SI -119.t.l23.25
limited fllale
(91 __!..2,_6J 5 . 7_8..___.
(10) __ 6 B !~1.2..'..9l...._
(11) B8,608.75
(121 ..12_2_t.lH_..5.0
(131 ___-:' 0 -
(14) 1.2 2_,..1 H.....5_0
NA.M(
Thomas P. Gacki
ImPHONI NU""U
233-7576
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1. Roal Ella'o (Sthodulo AI
2. S'atkl and BondI ISthodu'o BI
3, Clole1y Held Stotk/Portnenhip Interell ISthedule C)
.4. Mortgagts and Notts Receivable (Sthedule D)
5, COlh, Bonk Oepolill & MiltellaneouI Penonal Properly
(Schodulo EI
6, Joinlly Owned Properly (Sthedule F)
7. Trando" ISthodulo GllSthodulo II
9. Tolal Gran Ane" (10101 lines 1.7)
9. Funeral Eapenlel. Adminiltrotive COlli, Miltelloneoul
Eapensel (Schedule H)
10, Deb". Mortgoge liabilities. liens IStfledule II
11. Tolol Oeduttionl (10101 lines 9 & 10)
12. Net Value of Ellole (line 9 minuI line 11)
13. Charilable and Governmental Bequelts (Schedule JI
U. Ne' Value Subject to Tolt (line 12 minuI line 13)
(151
)(.- =
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15. Spoulal Tronlfers Ifor doles of dealh after 6.30.9.4)
See Inllruttionl far Ar,plicoble Pertenloge on Revene
Side. (Indude values rom Sthedule K or Schedule M,)
16. Amount of line 14 taltable at 6% role
(Indude values from Sthedule K or Schedule M.)
17, Amounl of line 14 laltable at 15% role
(Indude volues from Sthedule K or Sthedule M.)
19, Printipoltalt due (Add lolt from lines 15. 16 and 17.)
19, Credits Spoulal Poverty Credit Prior Paymenl'
6 700
+ __. I _ __.__~___ +
(161
122,114.50
..}~}~~~.!l.l_.._._..~_
. .06 =
(171
)( .15 =
(1BI
Diltounl
335
Inl'f.,1
7,035.00
(191
1201
1211
121A)
(21BI
291.87
291.87
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0(
~~der penahies 01 perjury, I d.dore Ihot I have eltamined thil relurn. induding accompanying \Chodulel ond ,Iolomenh. and 10 Ihe bell 01 my ~nowledge and beliel.
It II true, torretl and tompl.le. I dodore thai aU rfla! ellole hOl been feporled 01 Iru.. mOI~'" value Dedoralion 01 preparer olher than Ihe personal reprelentative il
based on 011 informalion of which prepare' hOl any ~nowledge_ -
~'OM'1UI_~::~O'~:"ON~'r::;.~r"u"'-. -'~~'~LU,~ I~<l" ,f. AI""-' '" 1"", i! /7d:> o'''/X1i~~19'f:'--
~t~,,, ,~~'1."f1~ "'''''',,' ~,,';"i\,~ I '. 0"'. '1- '/)
'J~..-..,t?-,><t.f.j' ..1(,; Lc...c,/ ;;/ L )~-i flJll(O IY.L~/IL
ITEH
Pota, PanG, DiGhoD
Plaid Sofa
Win~ Chair
~m~navox Color TV
Doak Chair
Chair
F'loor lamp
Tablo Lamp
Stand
l,'irrol'
2 PrintG
3 Pc. Walnut Bcdroom Su~tc
2 Lamps
FigurineG
4 P~. Bedroom Suite
2 L.'1mpn
Prints
i1otpoint 1'lnGher
Ilotpoint Dryer
Dehumidifier
Upright FTeezer
Hahor;io.ny Drol' leaf Table
Rocker
Small Ta.ble
Chair
Lallo 110ller
- :~ -
KI1'CIIEII
VAWE
10.00
B EDlHl0H II I
2.5.00
;?Ci.OO
3.5.00
10.00
).00
5.00
5.00
IlALJ,WAY
25.00
10.00
20.0-
BEDROOH II 2
150.00
10.00
5.00
DEDROOl1 II :3
250.00
10.00
5.00
BASEI.IENT
100.00
'1.5.00
J.5.0n
1030.00
'1.5. 0lJ
50.00
15.00
5.00
SIIED
25.00
~
1993 OldG Cutla.GG Cicrr!l. (,1),000 HileG
5,0003.00
.
,
.
Ilvallll. [1111
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COMMONW(AIW Of p(NN~nVANIA
ItHURlfANCf '''ll. Iil{lUllN
II~~~~(N' O(.~fo..I_~!_._ ____
ESTATE OF .....
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ITEM
NUMBER
i-.~,'~
Ple_ Print or Typo
,FILE NUMBER .. . .
,
Melvin J, Albright 1'2196-0611
._------------------~----_._~-,---_. -------
DESCRIPTION
1.
A, Funeral Expenl'"
B.
1.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Cocklin Funeral Home
Balance outstanding for casket
; Admlnlltratlve Calts,
Porsonal Ropresentative Commissions
Social Security Number of Personal Ropr.sontativo:
Year Comminions paid
Altarnoy Foos
Family Exomption
Claimant
Addro" 01 Claimant 01 docedenl's death
Street Addre"
City
Relationship
State
Zip Code
Probate Feos
Mllcellaneaus Expens..,
Real estate commission
Discount fee (points) paid by Estate as buyer
inducement at settlement
Notary fee at settlement
Disbursement fee at settlement
Transfer tax at settlement
Mortgage satisfaction fee - Recorder of Deeds
Pest inspection for real estate
Sewer bill paid at settlement
[See attached Continuation Sheet]
TOTAL (Also onlor an lino 9, Rocapitulatian)
(II mare spa co Is needed, Inurl additional sheets of same size.)
AMOUNT
3,398.00
1,151.88
2,500,00
250.00
6,697.50
3,274.50
4.00
35,00
1,149.00
15.00
30.00
75.00
S 19,635.78
ESTATE OF MELVIN J. ALBRIGHT
FILE NO. 2196-0611
SCHEDULE H (CONTINUED)
9. Overnight courier fee for settlement
10. Garbage bill for house
10,00
36.12
228.00
100.00
29.09
32.17
4.17
334.35
11. Homeowner's insurance premium
12. Kerry P~e - appraisal fee
13. PP&L
14. Water bill
15. PP&L
16. Additional interest accrued on mortgage from
date of death
17. Reserve for additional administration expenses
250.00
I2~Mr~K~
A lubsldlary of long Island Banc:orp, Inc.
201 OlD COUNTRY ROAD
MElVll.lE,NEWYORK 11747.2724
INSIDE NY STATE (518)424.7138
OUTSIDE NY STATE l.aoo-547.6575
Thomas I' (ja~ki
105 Lo~ust Street
Harrisblllg, I' A 17101
Dear 1\Ir. (ja~ki
NOl'ember I, 11)%
Re: Loan I/O 1 0300082006083
Melvin J. Albright
20 Andes Dr.
l"le~hani~sburg, I' A
I'lease be advised Ihat the principal balan~e on the above relCren~ed loan \Vas $68.585.50 as of
August I. 1')1)(,
1 I' you havc any lIuestions regarding this maller, please feel free to conta~tus at the above address or
call I.SOO-5.\7-5575 bel\Veen the hours 01'8:30 A.tv! and 4:30 P.M., Monday through Friday.
Sincerely, ~
tJJ.I/tICkl Lie /
Deborah A. Voorneveld
Customer Relations
AN EOUAL OPPORTUNITY [MPLOYER M'F'/tW
\
, .
ITEM III.
I give the residue of my estate, real and
personal:
A. To my wife, LOIS M. ALBRIGHT, if she survives
me by 30 days; or, if she does not so survive me,
B. In equal shares to my children, MELVIN G.
ALBRIGHT, LEONARD R. ALBRIGHT, THOMAS S. ALBRIGHT, and KERRI J.
WISLOCKY, provided that the share of any child who predeceases
me or dies on or before the thirtieth day following my death shall
be distributed to his or her issue per stirpes living on the
thirty-first day following my death and in default of any such
then-living issue such share shall be added to the share or
shares for my other children.
ITEM IV. If any beneficiary becomes entitled to an
outright distribution of income or principal and is under age
21, that beneficiary's share shall be distributed to my trustee
IN TRUST and administered as follows:
A. As much of such income or principal as my
trustee may from time to time think desirable for that beneficiary
either shall be paid to him or her or shall be applied for his
or her benefit; and
Page 2 of 8 pages.
" .
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B. The balance of such income and principal--
and the net income from those funds--shall be kept invested and
managed as a separate trust for that beneficiary, subject to my
trustee's powers described in the preceding paragraph.
When
the beneficiary reaches the age of 21, the balance shall be
paid to the beneficiary. If he or she dies before that time,
the balance shall be paid to the beneficiary's issue, per stirpes.
In default of such issue, the balance shall be distributed
equally among my other children who are then living or a trust
created herein if the child is under the age of 21.
Any funds to be applied under this article either
shall be applied directly by my trustee or shall be paid to a
parent or guardian of the beneficiary or to any person or
organization taking care of the beneficiary. My trustee shall
have no further responsibility for any funds so paid or applied.
If my trustee, in my trustee's sole discretion, determines that
it is desirable to do so, my trustee may end any trust under
this will.
This may be done by paying the then-remaining
principal and income of that trust to the person then eligible
to receive the income. If any such person is under age 21, my
trustee may pay the funds to his or her parent or guardian or
to any person or organization taking care of the person.
Page 3 of 8 Pages.
"
C. To borrow from and to 0011 proporty to my
beneficiaries hereunder, and to pledge property as security for
repayment of any funds borrowed;
D. To sell at public or private sale, to exchange
or to lease for any period of time, any real or personal property,
and to give options for sales or leases;
E. To join in any merger, reorganization,
voting-trust plan or other concerted action of security holders,
and to delegate discretionary duties with respect thereto;
F. To use administrative or other expenses of
my estate as income tax or estate tax deductions and to value
my estate for tax purposes by any optional method permitted by
the law in force when I die, without requiring adjustments
between income and principal for any resulting effect on income
or estate taxes; and
G. To distribute in kind and to allocate specific
assets among the beneficiaries (including any trust hereunder)
in such proportions as my executor may think best, so long as
the total market value of any beneficiary I s share is not affected
by such allocation.
Page 5 of 8 Pages.
" .
"'/..'
These authorities shall extend to all real and
personal property at any time held by my executor or my trustee
and shall continue in full force until the actual distribution
of all such property. All powers, authorities, and discretion
granted by this will shall be in addition to those granted by
law and shall be exercisable without leave of court.
ITEM VIII. I appoint my wife, LOIS M. ALBRIGHT, executor
of this will, but if she for any reason fails to qualify ol' ceases
to act, I appoint my son, LEONARD R. ALBRIGHT executor in her
place. If he for any reason fails to qualify or ceases to act,
I appoint my son, THOMAS S. ALBRIGHT executor under this will.
I appoint my wife, LOIS M. ALBRIGHT, trustee under this will,
but if she for any reason fails to qualify or ceases to act, I
appoint my son, LEONARD R. ALBRIGHT, trustee in her place. If
he for any reason fails to qualify or ceases to act, I appoint
my son, THOMAS s. ALBRIGHT trustee under this will.
I direct that:
A. Any executor may resign at any time without
court approval;
Page 6 of 8 Pages.
~. .' ...
D NO, AA
146885 COMMONWEALTH OF PENNSYLVANIA
DIPARTMINT 0' RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
11'11..21114..41
RECEIVED FROM:
i
ACN
ASSESSMENT p:"
CONTROl ...
NUMBER
AMOUNT
LEONARD R. AUlR 1 GlH
222 WALTON STREET
101
'f.l., 700. 00
LEMOVNE, PA t 70'13
- 1010 ~fIf lotO Htlf
ESTATE INFORMATION:
1:'1 FilE NUMBER
~ 21-1996-0611
1:'1 NAME OF DECEDENT (LAST)
I;Ii ALBRIGHT r1ELVIN J
~ DATE OF PAYMENT
Iii 10/31/96
m POSTMARK DATE
COUNTY
SSN IB7- 1'1-2654
(FIRST)
(Mil
CUMBERLAND
DATE OF DEATH
08/01/96
REMARKS I.EONARD R. (.IL DR I GHT
m TOTAL AMOUNT PAID
$6,'700.00
V2
SEAL CHECKlI 10'1
REGISTER OF WILLS
-,-- _... ---- --.
,
"
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----
. -"_oM" 10. _ -, 7:'
15'-llf-{,
COHMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IHIl[Rt"NC[ IAll DIVISION
DLPl. :10.01
tlARRISlURC, PA 11111'0.01
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSHENT OF TAX
THOHAS P GACKI
105 LOCUST ST
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
PA 17101
03-10-97
ALBRIGHT
08-01-96
21 96-0611
CUHBERLANO
101
r-
A"ount R."ltt.d
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fh.t'" II U, Ill....
MELVItl
J
l
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLANO CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'y:iS'4TEX-AFij-mf:96rNCi'ficEuOFuINHEifii'AN-CE"i'AX-iippilXisEHENi'-,--,'ii:.i:"OwANcE-ejli-mumu---m
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF ALBRIGHT HELVIN J FILE NO. 21 96-0611 ACN 101 DATE 03-10-97
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Schedule AI Ii)
2. Stock. and Bonds (Schadule 8) (2)
3. Closely Hald stock/PartnershIp lntere.t (Schedule C) (3)
4, Hortg.gas/Nat.. Raceivable (Schedule DJ (4)
5, Cash/Sank Deposits/Misc. Parlonal Property (Schedule E) IS)
6, Jointly Owned Property (Schedule f) C6J
7, Transfers (Schedule G) (7)
8. Total Alsat.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expanses/Ad". Costs/Misc. Expanses (Schedule HI (9)
10. Oebts/Hortgage liabilities/liens ISchedule I) (10)
11. Total Deductions
12. Net Value of Tex Return
13. Charitable/Govarnftental Bequests (Schedule J)
14. Nat Value of Estate Subject to T.~
I CHANGED
114.900.00
.00
.00
.00
95,823.25
.00
.00
181
19.635.78
68,972.97
Ill)
lIl)
1I31
1I41
NOTE: To insure propar
credit to your account,
subftit the upper portion
of this forft with your
tax payften t .
210.723.25
AA.60A 7~
122.114.50
.00
122.114.50
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15, Aftount of line 14 at Spousal rate (15)
16, Aftount of line 14 taxable at lineal/Class A rata (16)
17. Aftount of lina 14 taxable at Collateral/Class Brat. (17)
18, Principal Tax Du.
NOTE:
TAX CREDITS:
PAYHENT
DATE
10-31-96
12-02-96
RECEIPT
NUHBER
AA146885
AA184906
DISCDUNT (.)
INTEREST (-)
352.63
.00
.00 X .00:
122,114.50 X .06:
.00 X .15:
lIBI
AHOUNT PAID
6.700.00
291. 87
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
7.326.87
.00
7.326.87
7.344.50
17 . 63CR
.00
17.63CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 'I. Na PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
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in <:
c.~
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t:Jc: r-- .:
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RESERVATION, E,tatl' 0' dlcldlnts dvlna on or bafor. Dlc,.bar 1l, 1982 .. I. any future lnter..t In the ..tat. I' transf.rrad
In pOI...,lon or enJoy..nt to CI... . (coll,',r,l) blnaflet,rl.. 0' thl dlcldlnt ,ft.r the Ixplratlon 0' eny ..tata for
11'. or for y..r., the Co..onw..lth hareby axpr...ly ra..rv.. the right to apprals. end ...... trenl'.r Inherltanca Tax.,
at thl lawful Cl... . (collat.ra.) rat. on any luch lutur. 1"I.r..t.
PtIRPOSEOF
NOTICE:
To fulfill thl requlra..nt. of Sactlon ZI~D 0' thl Inherltancl and Esta'. T.. Act, Act Zl of 1991. 72 P.S.
SICtlon 2UO,
PAYMENT:
O,tlch thl top portIon of thl, Notlel and ,ub,lt with your ply..nt to thl Rlg.I'ar of Will, prInted on thl r.var.. ,Ida,
""aka check or lon.y ard.r payabl. tal REGISTER OF MILLS, AGENT
All pay..nt. r.c.lv.d shall 'Ir.t b. appll.d to any Int.rast which .ay ba due with any r..alnder appll.d to the ta..
REfUND (CRh
A r.'und a' a ta. cr.dlt, which wa. not reque.t.d on the Ta. R.turn, ..y b. r.que.t.d by ca~latlng an ~Appllcatlan
'or Rafund a' P.nnsylvanla Inh.rltance and Est.t. T..- IREY.1515). Application. ara avallabl. at the O"lc.
a' the R.gI.t.r a' Will., any a' tha ZS R.vanue DI.trlct O"lca., or by calling the ,p.clal Z'-hour
an.warlng ..rvlca nuabar. 'or far.. ard.rlngl In P.nn.ylvanla 1-800-562-2050, aut.ld. p.nn,ylvanla and
within local Harrl.burg ar.a (717) 787-80", TOO' (717) 772.2252 IH.arlng I.p.lr.d Only).
OBJECTIONS:
Any p.rty In Intara.t not ..tl.'lad with tha .ppr.I....nt, .Ilawanc. or dl..llowanc. a' d.ductlan., or ........nt
of ta. I Including dl.caunt or Int.r..t) a. .hown on thl. Natlc. au.t abJ.ct within .I.ty (60) day. a' racalpt G'
thll Notice bYI
--wrltt.n prata.t to tha PA DIPart..nt 0' RIV'nu., Board a' App.al., aapt, 281021, H.rrl.burg, PA
-..Iactlan to hava the ..ttar d.t.r.ln.d at audit a' the .ccaunt 0' the p.r.onal repr..antatlva,
--appa.l to the Orph.n.' Court.
17128-1021,
OR
OR
AmUN
ISlRATIVE
CORRECTIONS I
factual arror. dl.cavar.d on thl. ...a...ant .hould ba addre..ad In writing tal PA DIPart.ent G' Ravanue,
Burl~ 0' Individual Ta.I', ATTN: Po.t A..a"'lnt R.vllw Unit, Dlpt. 210601, Harrl.burg, PA 17128-0601
Phone (717) 787-6505. Saa pagl 5 0' thl bookl.t -In.tructlon. 'or Inharltanc. T.. Raturn 'or a RI.ldlnt
Dlcadent- (REY-1501) 'or an ..pl.natIGn of ad.lnl,tr.tlvelY correct.ble arror..
DISCOUNT:
I' any ta. dua I. paid within thrae (51 calandar .onth. a'tar the d.c.dant'. da.th, a 'Iv. p.rc.nt 15~) dl.count a'
the ta. p.ld I. .llawad.
PENALTY I
Tha 15~ ta. aana.ty non-p.rtlclp.tlon p.nalty I. co~t.d an the tat.1 a' the t.. and Int.r..t a.....ad, and not
paid b.fora Janu.ry 18, 1996, the 'Ir.t day a't.r tha and of tha t.. aana.ty parlod. Thl. non-p.rtlclpatlon
p.nalty I. app.alabla In tha .... .annar and In the the .... tl.. p.rlod .. you would .pp..l the t.. .nd Int.r..t
that h.. baan I..a..ad .. Indlc.t.d on thl. notlc..
INTEREST I
Int.r..t I. charg.d b.glnnlng with 'Ir.t day G' dellnqu.ncy, or nln. (9) .onth. and one 11) d.y 'roe the date 0'
de.th, to the data of p.y..nt. T..a. which bac... d.llnqu.nt b.for. January I, 1912 be.r Inter..t .t th. rat, of
.1. (6~) p.rc.nt per annul calculat.d .t a dally r.ta 0' .00016~, All t.... which b.c... d.llnqu.nt on and .ftar
Janu.ry 1, 1912 will b.ar Int.r..t .t . rata whiCh will vary 'roe calandar y.ar to caland.r y.ar with that rat.
announced by tha PA D.part.ant of Revenue. Th. appllcabl. Int.r..t r.t.. for 1912 through 1997 ar'l
!!!!: Int.,...t Rata Dally Inta,...t facto" :!!!! Int.,...t Rat. DaUy 'nta,.a.t raclor
1982 20~ ,OOOS'I 1917 .~ .0002U
1911 16:C .000'51 1981-1991 11:C .000501
19U 11:C .00nOl 1992 .~ .00020
1915 13:C ,000556 1991-1994 n ,000192
1916 lU .00027' 1995-1997 .~ .000247
..Intar..t 11 c.lculltad .. 'ollowll
INTEREST = BALANCE OF TAX UNPAIO X NUNBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
_.Any Notlcl I.,uad afl.r tha t.. b.co.a. dlllnqulnl will "I'llct .n Inter..t c.lcul.tlon to flftaan lIS) day.
blyond thl d.tl of the ........nt. I' p.y..nt I. ..da afl.r the Intar..t co.put.tlon d.t. .hown on th.
Notlc., additional Intar..t au.t ba calculated.
.....
,
.
STATUS REPORT UNDER RULE 6,12
Name of Decedent:~e L.h /\ ) A I b J I 9 ~ I.
Death: 'bh~ (,
Date of
Will No. J.\ -~-(;/J Admin. No,
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th~ above-captioned estate:
1, State whether administration of the estate is complete:
yes+ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3, If the answer to No.1 is Yes, state the following:
a, Did the personal representative file a final
account with the Court? Yes No ~
b, The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be/~d '0 ,~por'.
Date: IO(/"-J9~ { I- f ~. /
Signat.ure
_ill' ,,"'I f t;u ( L;
Name (Please type or print)
(' ^( ( h
Ad ress H.,II,H'o/1 PI'
Vb) (: 71-/c/('1'
Te 1. No.
Capacity: Personal Representative
~counsel for personal
representative
(HAH:rmfIAM3) ..
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