HomeMy WebLinkAbout96-00634
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TO:
MARY C LEWIS REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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I'ETITION FOI~ I'IWBATE :lnd GI~ANT OF LETTlmS
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OATH OF PERSONAl. REPltESENTATIVE
(,()M\tll~WI:,\I.T1I OF I'E~~S\'I.\'A~I^ ! ..
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trill' ,wl! ..:lHII....:1 III Ihl'I'l"...llll Itll.' tlhmlcd!!l' ami hdicf of Pl'lition~rlq and lhat it... p~r~onal rel1Te...CI1~
lilli\l"l"I \tlll1l.' ahll\l. dl'I,,'l'lil"nl pl"li:aHlcl(') \\iII \\l'1I and truly adl1lini...tl'f th~ l'~tate al"I,,'nnJinl'. IOla\\'.
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No. 21-96-634
Estatc of
FULTON C. LAMPLF.V
. Dcccased
DECREE OF PRonATE AND GRANT 01: LETTERS
AND NOW AUGUST 16 1').2.L. in cunsidenllion of the pelition on
the reverse side hereof, salisfaclory proof having heen presented hefore me,
IT IS DECREED Ihat Ihe insmllllenl(s) dated__g anua ry ~ 1993
descrihed therein he admitted to pro hale and filed of record as Ihe last will uf
Fulton C.Lampley
T e.RJ;5!.lIleUt<! r v
Marqar.et L. Maas & F.Mall~ Lampley
and Letters
arc herehy granled to
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FEES
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Probate, Letters, Elc. .........
Shorl Certifieates( 5) . . . . . . . . . .
.re~g,re?ati'6l?~ ~~.~. . . . . . . . . . .
x-pages
JCP
$235.00
$...J.5....DJL
$ 1. 00
$ 18.00
-5-;-00-
TOTAL _ $274.00
......... AUGUS.T .16.,.19.96......
ATTOKNI:.\' (Sll~. Co. LlJ. No.1
Filed
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ma.tit IHll HUU illc,S'tallH\nt
OF
FULTON C. LAMPLEY
1, FULTON C. LAMPLEY. of 456 Brook Circle. Mechanicsburg.
Cumberland County, Pennsylvania. declare this to be my last Will,
hereby revoking all prior wills and codicils.
nRST:
and funeral shall
The expenses of my last illness
be paid from my estate.
SECOND.: I hereby give and bequeath,
absolutely and in fee simple. to my spouse. ESTELLE W. LAMPLEY,
all my household furniture and furnishings. books. pictures.
j e1Jelry, s i1 verware, automobil<:!s . ~learing apparel and all other
arti.cles of household or personal use or adornment. provided that
if my s~ouse dies before the thirtieth (30th) day following the
day of my death, this gift shall lapse or be divested and I make
said bequest to my issue. per stirpes. living at the time of my
death. to be divided among th<:!m as they shall agree. If they
cannot agree for any reason, mv Executor shall make the decision
anc its decision shaH be fina.l.
My Executor shall represent any minor child in any
division of such property and shall deliver to the person standing
in the place of a parent to such minor, without bond. such portion
of the minor's share as my Executor, after considering the minor'S
wishes, deems appropriate.
IRIBll: (a) I give and devise the rest,
residue and remainder of my estate, real and personal. to my
Page I
~
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spouse, ESTELLE W. LAMPLEY, if she survives me. If my spouse does
not survive me, I give and devise the residue of my estate equally
to my children. If any child of mine predeceases me or dies
within thirty (30) days of the date of my death, that child's
share shall be paid to his or her issue, per stirpes.
(b) In the event any of my children should die without
issue surviving, his or her share shall be paid equally to my
surviving children or their is~ue, per stirpes, as the case may
be.
(c) If no issue of mine survive the survivor of my said
spouse and myself, my estate shall be divided into two equal
shares, and one share shall be paid to my heirs who would be
entitled thereto under the Intestate Laws of Pennsylvania in
effect at the death of the sur'.rivor of myself and my spouse; and
the other share shall be paid to my spouse's heirs who would be
entitled thereto under the Intestate Laws of Pennsylvania in
effect at the death of the survivor of myself and my spouse as if
my spouse had then died Intestate.
rOURTH: No provision of this Will is
intended to exercise any power of appointment. including any power
of appointment granted to me by my spouse's estate planning or
other documents.
rJUfjR: No interest of any beneficiary
under this Will or any codicil hereto shall be subject to
anticipation or voluntary or involuntary alienation, and the
personal receipt of such beneficiary shall be the sufficient and
only discharge of my Executor unless otherwise provided herein.
Page 2
../e;f
S.IXTH: All taxes, interest and
penalties thereon payable by reason of my death with respect to
property comprising my gross estate, whether or not passing under
this Will, shall be paid f rom the principal of my res iduary
estate.
SE&EHIH: In addition to powers given the
by law, my Fiduciaries and their successors and any guardian
a~ting hereunder shall have th~ following di~cretionary powers
applicable to all real and personal property held by him,
effective without court order and until actual distribution:
(a) To retain all property received by them including
the stock of any corporate fiduciary acting hereunder, provided
such property remains productive;
(b) To sell real estate for any purpose, publicly or
privately, for such prices and on such terms as he deems proper,
without liability on the purchasers to see to application of the
purchase moneys;
(c) To compromise controversies;
(d) To distribute in cash or kind or partly in each at
valuations fixed by them;
(e) To hold investments in the name of a nominee;
(f) To assume continuance of the status of any
beneficiary with reference to marriage, divorce, illness,
incapacity or other change in the absence of information deemed
Page 3
-1dL..
reliable without liability for disbursements made on such
assumption;
(g) To make income or principal distributions during th
course of administration of my estate or trust created hereunder;
and
(h) To undertake any and all acts deemed necessary and
proper by iT. for the proper a~~ advantageous management of any
trust and the settlement of my estate.
EIGHTH: Any beneficiary hereunder who
dies at the same time as me. within thirty (30) days of me, or
under circumstances wherein it shall be difficult or impossible t
determine who died first shall be presumed to have predeceased
me.
NINTH: I appoint my daughter,
MARGARET L. HAAS, and my son. F. MALLOY LAMPLEY, as Co-Executors
of this my Will. In the event either my said daughter or son
cannot act or continue to act for any reason, the other may
continue to act alone. No fiduciary acting hereunder shall be
required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF. I have hereunto set my hand and seal
this ;(",l day Of_~.!:.u.rl ' 1993 , to this and
the preceding three (3) ;a~s. and I have also placed my initials
on each preceding page for better identification and greater
security.
Jdk- L'- ~'j
FULTON C. Y
(SEA )
SIGNED, SEALED, PUBLISHED and DECLARED by the above-
named Testator, FULTON C. LAMPLEY, as and for his Last Will and
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METTE. EVANS 8< WOODSIDE
ATTORNn. AT LAw
HARRISBURG. PENNSYLVANIA 17108-0720
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QERTIFICATION OF NOTICE UNDER RlJLF: 5.6(a)
I. .
Name of Decedent: FULTON C. LAMPLF:Y
Date of Death:
AUl!ust 12. 1996
..~p ..r;
~.: : :'~
Will No.
Admin. No. 2196-0634
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To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the
above-captioned estate on AUlrust 26. 1996 :
Name Address
MARGARET L. MAAS 482 WOODCREST DRIVE. MECHANICSBURG. PA 17055
F. MALLOY LAMPLEY 165 LUCINDA LANE. WYOMISSING. PA 19610
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
Date: AUl!Ust 22. 1996
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Signature
PETER J. RESSLER. Esouire
Name
3401 North Front Street
Harrisburl!. PA 17110
Address
(717) 232.5000
Telephone
Capacity: _ Personal Representative
~ Counsel for Personal
Representative
22431_1
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMIEIUND .
}
.:
Margaret L. Maas and F. Malloy Lampley
b.ing c1uly
sworn
...o,ding 10 I.w, c1'POIOI .nd IOYI th.t th.y are Co-Executors
0' th. Estah 0' Fu I ton C. Lamplev
1.1. 0' Carlisle Cumb..l.ncl County, P.., c1....lOd .nd thot th.
wilhin iI .n in..nlory m.d. by them _ th. lIid Executors
0' the .ntin ..I.h 0' lIid c1...c1.nl, .onlilling 0' .11 th. p....n.1 p'Optrty encl ,..1 .rioh, ....pt ,..1 .ri.ft ouhicl.
Ih. Comm.nwulih 0' P,nftlyl..ni., .nd Ih.1 Ih. figu,.. oppolift ...h ilom 0' the In..nlory rep'...nl if'1 ,.i, ..Iu.
.1 0' th. d.ft 0' c1...d,ol', dulh.
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2
.nd lubl.,ib.d b,'on m.,
19
bu,,", . AJ",i..ill"t.,
1 482 WDodcrest Dr. Mechanicsburg PA 17055
2 165 Lucinda Lane Wyomissing PA 19610
....J"..
D.ft 0' D..th
12
August
M.,,'h
1996
C.Y
Y..,
INSTRUCTIONS
I. An in..nt.ry mUll b. m.c1 within th,.. monlhl .ll.. .pp.iolmlnl 0' p...on.1 rtprtlOnhti...
2. A luppllmont inYlnl.ry mull b. Wid within thirty d.y. of di,co"ry 0' .ddition.IUlOh.
3. Addition.llh..h m.y b. .H..hld U to p...oo.lly or '''''y
4. S.. Articl. IV, Fieuci.,i.. Act of 1949.
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~nYenlory ollhe real and personal eslale of
Fulton C. Lampley
deceased
1 500 shares of Borden Chems & PL at $9.375/share
$ 4.687.50
4.900.00
6.300.00
3.850.00
4.575.00
4.287.50
5.008.33
8.000.00
980.00
1.713.71
2.797.57
20.303.90
5.136.84
1.144.64
148.35
14.437.24
5.000.00
48.20
1.000.00
2 200 shares of Boston Edison Dep at $24. 5/share
3 300 shares of Ohio Edison Co. at $21/share
4 200 shares of Rayonier T1roberla at $19.250/share
5 200 shares of Southern CO at $22.875/share
6 100 shares of Texas Utilities at $42.875/share
7 smith Barney Money Market Account #739-81541-1-7-445
8 M & T Bank - NY Certificate of Deposit 7.5%. 2/1/00
9 Ryland Accept FOU. 9.375%. 8/1/13
10 9.416 UTS GSIF1G at $0.182
11 10.173 UTS 5LB1lHYT at $0.275
12 1.928 Eaton Vance Muns at $10.530
13 2.253 Franklin CUst Fd at $2.280
14 92 5B Managed Govt C at $12.43
15 13 5B high Income Fd at $11.080
16 1.303 smith Barney High at $11. 080
17 Core5tates Bank Certificate of Deposit #64128126812817632
Accrued interest on above account as of decedent' 5 date of death
19 1983 cadillac Sedan
Title #lG6AG69DJ404026
TOTAL
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$94.318.78
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.[V-"OO"'I'.'" INHERITANCE TAX RETURN ~~~c?ln~~~rFDR~SmR t2l31/it
RESIDENT DECEDENT POVERlY CREDIT IS CLAIMED
CO""ONW'.L,,,or.'N"YLV.N1A (TO BE FILED IN DUPLICATE FILE NUMOER
O[PARtM[N1 or REV[NUE 21 199G
"AH...~~:~J::~~~".o"" WITH REGISTER OF WILLS) COUNtY CODE YEAR
DECEDENrS NAME (LAST. FIRST. AND MIDDLE INITIAL) DECEDENrS COMPLETE ADDRESS
le , Fulton C. 9~0 Walnut BOllan Rood
SOCIAL SECURITY NUMBER DATE OF DEAHl DATE OF U1RTlI Carli:,le. PA 17013
DECEDENT 248-48-4313 08/12/96 08/0211902 Coun C\Jlmcrland
'" .."L1eAIlLLI'UHV'V"" ".ou".,......lll" . SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
!'IR51 AND MIDDLE INITIAll
0634
NUMBER
1, OrigmaJ Autum
:I. Aomalndor Ruturn
o 4. Limllod E.lalo
llor dAlnol dulh pflor to 12-13-12)
o 5. FodoraJ Eslo1o Tax Ruturn Roquirod
CHECK
APPRO-
PRIATE
BLOCKS
o 48. Futuro In10fUsl Comprom50
(lor dalos 01 doolh ohor 12-12-82)
Iil O. Docodonl Dlod Toslalo 0 7. Docodonl Mainlolnod 0 Liv1I19 Tru'l
(Anach copy 01 WIll) (Anach copy 01 Tru.l)
ALL CORRESPONDENCE AND COllFlDENT1AL TAX INFORMAT1Ofl SHOULD BE DIRECTED TO:
NAME COMPLETE MAIUNG ADDRESS
Peter J. Ressler 3401 North Front Street
TELEPHONE NUMBER P.O. Box 5950
717-232-5000 Harrisburg. PA L7110-0950
1. Roal E.lalo (Schodolo A) ( I ) None
2. Slack. and Bond. (Schodulo 0) ( 2 ) 28, 600.00
3. Closoly Hold Stock/P8I1norshlp Inloros' (Sch. C) ( J ) None
4. Mongogos and Nolos Rocotvablo (Schedulo D) ( 4 ) None
5. Cash. Bank Doposlts & Mlscollaooous Porsonal (5) 74,011. 89
Propony (Schodulo E)
O. JoinUy Ownod Propony (Schodulo F)
7. Translors (Schedulo G) (Schodulo L)
8. TOlal Gross Assol_(lolal Unus 1-7)
9, Funoral Expenses. AdminisUBWo Costs,
Miscollanoous Expoosos (Schodulo H)
10. Dobis. Mongago Uabilitios. Uons (Schodulo I)
11. Tolal Doductions (Iolal Unos 9 & 10)
12. Nol Valuo 01 Eslalo (Uno 0 minus Lino 11)
13. Charilablo and Govommonlal Boquosls (Schodulo J)
8. Tolal Numbor 01 Salo Doposlt Boxos
CORRES-
PONDENT
.."
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.~
(10)
14.528.63
9.022.02
( 0) i':'"
14,222.43
1. 910.07
(11)
(12)
(13)
(14)
x . ,
110.030.04 x .06 ,
0.00 x .15 ,
126.162.54
(6 )
( 7)
RECAPIT -
ULATION
(9)
16.132.50
110.030.04
None
14. Nol Voluo Sub ocllo T8K (Uno 12 mnus Uno lJ)
15. Spousal Transllt'llar datu 01 d.al" .t1.,a.30.94~ s.. (15)
InstructIons far App~t.lbl. P.rc.nt&g. on P.g. 2.llnclud.
VllulI trom Sch.dul. "at 5th.dul. '-4,)
10. Amounl 01 Uno 1418Kablo a16% ralo (10)
(Includo valuosllom SChodulo K or Schodulo M.)
17. Amount 01 Uno 141axablo at 15% raiD (17)
(Includo valuoslrom Schodulo K or Schodulo M.)
18. Principall8K duo (Ad;! la.<lrom Unus 15, 16 onJ 17.)
19. Crodlts Spouu.1 po.,.rty Ct.dll Prior paymonts Discount
110,030.04
6.601. 80
0.00
TAX
COMPlITA-
TION
(18)
6.601.80
Inlorost
+
+
(19)
(20)
0.00
20. II Uno 191s groator than Uno 10. oolor Iho dllloroneo on Uno 20. This Is lhe OVERPAYMENT.
~ a..ok h.re " YlKl we requoa1lng a refund 01 your overpayment. I
21. II Uno 18 Is groalor lhan Uno 19. onlor Iho drt1oroneo on Uno 21. This Is lhe TAX DUE.
A, Enler tho Interost on tho balanco duo on Uno 21A.
B. Enlor lhe tola1 olLino 21 and 2tA on Uno 21B. This is Iho BAlANCE DUE.
Mak. Check pa abl. to: R Ist.r 01 Wills, A nl
.. .. BE SURE TO ANSWER ALL OUEST1ONS ON PAGE 2 AND TO RECHECK MATH" ..
Undor penaltlos at porlury, I doclaro thai I hayo oxamnod thIS return, Including accompanYing schodulos and statomonts, and to tho best 01 my knowkJdgo
and bollo'. n is true, carroel and comploto. I declaro thai all roal estate has boon lopor1od at truo malko1 valUQ, OoclBlotJon 01 proparor olOOr than the porsonal
reprosentativo is based on a1llnlormabon 01 which proparor has any kno'NIodgo,
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
See Schedule attached 'f - ~., - <; 7
ADDRESS DATE
3401 North Front Street .y-:i ,. - 'j 1
Harrisburg, PA 17110-0950
(211
(2IA)
(2IB)
6.601. 80
0.00
6,601. 80
Copyt'lghl Forml Soltw&,e Only, In. Nelto.lnt. NIJ4PAOOl
. -. ..,... -.. .... ., .
"(V-flU' (x. 11-11,
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELlANEOUS
PERSONAL PROPERTY
Ptoaso PUnl 01 T 0
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETlJRN
RESIDENT DECEDENT
ESTATE OF
Fulton C. Lampley
All 010 -owned with tho RI hi 01 Survlvorah
ITEM
NO.
FILE NUMBER
21-1996-0634
mUll be dlscloled on Schedulo F
DESCRIPTION
VALUE AT
DATE OF DEATH
1 Smith Barney M:Jney Market Account 11739-81541-1-7-445
2 M & T Bank - NY Certificate of Deposit 7.5%, 2/1/00
5,008.33
8.000.00
3 Ryland Accept FOU. 9.375%. 8/1/13
4 9.416 UTS GSIF1G at $0.182
5 10.173 UTS SLB1lHYT at $0.275
6 1.928 Eaton Vance Muns at $10.530
7 2.253 Franklin CUst Fd at $2.280
8 92 SB Managed Govt C at $12.43
9 13 SB high Income Fd at $11.080
10 1.303 Smith Barney High at $11.080
980.00
1.713.71
2.797.57
Accrued interest on above account as of decedent' 5 date of death
20.303.90
5.136.84
1.144.64
148. 35
14.437.24
5.000.00
48.20
1.000.00
11 CoreStates Bank Certificate of Deposit U64128126812817632
12 1983 Cadillac Sedan
Title UIG6AG69DJ404026
13 North American CCJTqJany annuity
8.293.11
PA15011 NT. 1215
TOTAL (Also enlo. 00 line 5. R ltullllon S
(Anoch Iddl1lonsl8 l/X" x II" shoots II more spacets noodod.)
74.011.89
Copyright Forml Soft..reOnly. "14 N.lco.lnc.. N'4PAU'1
.. .".~~-.
-..
North American Company
for Life and Health Insurance
February 28. 1997
Mette, Evans & Woodside
Attorneys At Law
3401 N Front Street
Harrisburg P A 17110-0950
RE: SC0243
Fulton C Lampley (Deceased)
Dear Ms Swindler:
The value on the above annuity, as of the date of death of Fulton C Lampley
is $8,293.11.
Should you need further assistance from us. do not hesitate to contact us.
Sincerely,
~c>~~
/Geraldine Reichel
Benefits Administration
1-800-733-2524 Ext. 7627
..' "'--" :- r'..
,." .. ....~' t'':, -. .
REV-l&OO EX. (12-BB)
COMMONWEALTti OF PENNSYLVANIA
INHERITANCE TAl( RETURN
RESIDENT DECEDENT
ESTATE OF
Fulton C.
Jolnll....nl(.):
NAME
^ Margaret L. Milas
B F. Malloy Lampley
JolnUy-owned property:
SCHEDULE F
JOINTLY-OWNED PROPERTY
ADDRESS
482 Woodcrest Drive
Mechanicsburg, PA 17055
165 Lucinda Lane
Wyanissing, PA 19610
FlU! NUMBER
21-1996-0634
RELATIONSHIP TO DECEDENT
Daughter
Son
LETTER DATE DOUAR VAlUE OF
ITEM FOR MADE DESCRIPTION OF PROPERlY TOTAL VAlUE DECO'S DECEDENT'S
NO. JOINT OF ASSET " INT.
TENANT JOINT INTEREST
1 A 04/24/95 Harris Savings Bank 5.000.00 50% 2.500.00
Certificate of Deposit
#05-63-252174 joint with
decedent's daughter. Margaret
L. Milas
A 04/24/95 Interest on above item accrued 8.91 50% 4.45
as of decedent' s death
2 A 04/24/95 Harris Savings Bank 5.000.52 50% 2.500.26
Certificate of Deposit
#05-66-249071 joint with
decedent's daughter. Margaret
L. Milas
A 04/24/95 Interest on above item accrued 9.64 50% 4.82
as of decedent's death
3 A Smith Barney Account 5.032.50 50% 2.516.25
#739-81249-1-2-445 joint with
decedent's daughter. Margaret
L. Milas
4 B Smith Barney Account 2.624.00 50% 1.312.00
#739-81255-1-3-445 joint with
decedent's son. F. Malloy
Lampley
Total fram continuation nage(s) 5.690.85
TOTAl (Also ontor on Ilno 6. Rocacl1ulationl S 14.528.63
PA1S011 NTF 1218A
CopyrIght Forml SOllw.re Only, "14 N.lc;o,lnc, Nt4PA091
(II roo,o space Is nooded. 109Dl1 additional shoots 01 sarno aiza.)
Page 2
Estate of: Fulton C. Lampley 21-1996-0634
SCHEDULE r -- Jointly-o..med Pro/Xlrty
Date Dollar Value
Item Joint Made Total Value Deed's of Deeedent' s
No. Tent. Joint Description of Asset % Int. Interest
--
5 A 03/24/95 CoreStates Bank Certificate of 5,000.00 50% 2,500.00
Deposit #6239592203959682
joint with decedent's
daughter, Margaret L. Maas
A 03/24/95 Accrued interest on above 19.44 50% 9.72
account as of decedent's date
of death
6 A 02/08/95 corestates Bank Checking 6.359.02 50% 3.179.51
Account #0052608937 joint with
decedent's daughter, Margaret
L. Maas
A 02/08/95 Accrued interest on above 3.24 50% 1.62
account as of decedent' s date
of death
'IUI'AL. (Carry forward to main schedule) . . . . . .
5,690.85
IDHARRIS"
D SAVINGS BANK
lI;1rn:) Sa\'in":!i Op~r;llll,"s (l'IlIN
li:!5 1'llrlh 1~lh SI"','I
l.el1111}'ll". 1"'lln,}'ll'ama 1,11-1:1
,17l7:11.14.111
,lm:lI.lJ:IV~ Fax
January 15, 1997
~, EVans & W:xx:lside
3401 N:lrth Fralt Street
P.O. Ilox 5950
HarrisbJrg, PA 17110-0950
The inrol"r.!:ltiDn which ;!Ou :-eque::tert 0:1 the r.ccDur.t(:;) or Mtal C.
Iarpley r.eceased (r' , r . t " b 248-48-4313 ,. I" ,.
.Joc:.t1._ OJ.~~u:-~ y l"lU'T. ~r J l.S O~ .0_.1-0'd:>.
J.CCDunt !lumber( 5)
05-59-285723
05-63-252174
05-66-249071
Clll~5 or Account
16 Mths. Cert.
3 Yr. Cert.
5 Yr. Cert.
D:lte Ope nee
2-12-96
8-25-94
7-2-94
princip:ll E:llll:1cC
$10,000.00
$5,000.00
$5,000.52
'\cc:,,~c:d :ntc:-c~t
15.61
8.91
9.64
!lal:lnce n t
to te o! Death
10,015.61
5,008.91
5,010.16
l'b record of a safe dep:sit l:xJK.
Joint Joint
Joint
Account
('wnc:-:ihi?
Sane
Sane
~largaret L. ~1aas
Harne of Joint
Owner', if an:!
4-24-95
4-24-95
2-12-96
Dnte Ownr.rshin
W:!S !stnblinh~t1
Account # 05-53-267060 was closed on 11-18-95 for $3,001.30. The
joint a.ner was ~argaret L. ~1aas.
hd~ition:ll In!or-
mation n('ll"n:~tc!f
Sincerely,
.'
a~~~<G-G
,~GretdIen L. Olle
Sr. Retail Mninsitration Services Rep.
CoroSI111CS 8.1M"'. U A
PO 00.7618
P"lllldnlpI11;1 PA 19101. ,618
I
February 10. 1997
CoreStates I
Bank
Peter J. Ressler
Attorney at Law
3401 North Front Street
P.O. Box 5950
Harrisburg. PA 17110-0950
RE: Estate of: Fulton C. Lampley
Date of Death: August 12, 1996
Dear Peter Ressler:
In response to your letter, please be advised that the decedent held the following account(s) with our bank as of the dote
of death:
ACCO\JNT#
ACCOlJNT TITLE
DATE
OPENED
DATE
CLOSED
DATE
OF DEATH
BALANCE
ACCR.
lliL
Certificate of Deposit F. C. Lampley 03/24/95
6239592203959682 Margaret L. Maas
Meridian 4623959220
Interest Paid January I to August 12. 1996 - $197.44
08/16/96
$5,000.00
$19.44
Certificate of Deposit F. C. Lampley 10/23/95
6267798806780342 In Trust For
Meridian 4626779880 Margaret L. Maas. Beneficiary
Interest Paid January 1 to August 12. 1996 - $ 80.44
08/16/96
$2.000.00
$ 6.41
Certificate DfDepDsit F. C. Lampley 06/07/96
6412812681281732
Meridian 4641281268
Interest Paid January 1 to August 12. 1996 - $ .00
08/16/96
$5.000.00
$48.20
Checking 0052608937 F. C. Lampley
Margaret L. Maas
Interest Paid January 1 to August 12. 1996" $66.48
02/08/95
$6,359.02
$ 3.24
I trust that we have been of assistance to you in this matter.
Sincerely.
CORESTATES BANK. N.A.
,~-I" .. /
( . ('
'. /
( . 1.'- /; ..-
Eileen G. Caschera
IN REPL V REFER TO:
REPORTING SERVICES
l=C 6-90-3.235
1:10 BOX 1102
;:jEAD!NG. PA 19603
'04"; ~...,. 33
.'Il,",):;::;- 53
"
;....-
EGC/dh/664
(W}71'21?':.
REV-lel0 EX + (2-871
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
TRANSFERS
..:: PLEASE PRINT OR TYPE
FI NUMBER
Fulton C. Ie 21-1996-0634
THIS SCH. MUST BE COMPLETED' FILED IF THE ANSWER TO ANV OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES.
DESCRIPTION OF PROPERTY DECO. DOLlAR VALUE
ITEM locIudo namo ollho nan,'olOo.thal' EXCLUSION TOTAL VALUE % OF DECEDENTS
NO. rolabonllhip 10 docodonl. dato oll,anslor, OF ASSET INT. INTEREST
1 Harris Savings Bank Certificate of 3,000.00 10,000.00 100% 7,000.00
Deposit #05-59-285723 jOint with
decedent's daughter. Margaret L.
Maas
Interest on above item accrued as 15.61 100% 15.61
of decedent' s death
2 CoreStates Bank Certificate of 2.000.00 100% 2,000.00
Deposit #6267798806780342 in trust
for Margaret L. Maas, Beneficiary
Accrued interest on above account 6.41 100% 6.41
as of decedent' s date of death
TOTAl/Also onlor on 1100 7. Roc8IJllulabool S 9.022.02
(II mo'e space is needed, Insort addillonalshoolS 01 ssmo slze.)
PA1Sl0l NTF ''''A
CDpyrlght FO'ftIl SoUw.,e Only, 1114 N.lco,'ne. N14PA101
RE.V-tIUUtCtlIJI
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS Pi.... Print or T
IFIU! NUMBER
21-1996-0634
COMMONWEALTH OF PENNSYLVANIA
INHEAItANCE TAX RETUAN
AUIDENT DECEDENt
ESTATE OF
Fulton C. Lampley
ITEM
NO.
AMOUNT
OESCRIPTION
1 Bell Atlantic
2 West Shore School - personal tax
3 United Telephone of PA
4 Leadf::r Nursing Hare
5 Suburban cable
6 Holy Spirit Hospital
7 S\<.eigert Carpet Cleaning
8 Holy Spirit Hospital
9 Miscellaneous other debts
14.54
9.80
64.50
122.00
14.19
745.54
79.50
737.00
123.00
TOTAL (Also enler 00 lino 10. Roc 1tI11.lion)
(II rmre spoco Is needed. Insert .ddi1looal sheels of same size.)
s
1. 910. 07
PA15t21
NTF2"O
Capytlgtlt farm. Satlw.r. On I)', 1Ita N.lca,lnCo NtaPAt21
RtV-UU U.(l-"I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETlJRN
RESIDENT DECEDENT
ESTATE OF
Fulton C.
ITEM
NO.
NAME AND ADDRESS OF BENefiCIARY
RELATIONSHIP
21-1996-0634
AMOUNT OR
SHARE OF ESTATE
A. Taxable Bequosts:
1 Margaret L. Maas
482 WOodcrest Drive
Mechan1csburg, PA 17055
2 F. Malloy Lampley
165 Lucinda Lane
WYamissing, PA 19610
3 RObert Lampley, Sr.
2413 Wade Hampton Blvd.
Greenville, SC 29615
ITEM
NO.
B. Chllritablo and Governmenlal BequoslS:
None
. -- -. .- .... ....._, ~ .
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Daughter
51,065.11
Son
30,138.46
Son
28,826.47
NAME AND ADDRESS OF BENefiCIARY
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also onlor on Hoo 13. R ltulalion)
(If more spac. .. noodod, In..rt addItlonal shea.. .1 ..m. Ill..)
s
0.00
PA15131 NTF "lOA
CoP"ollht Form. SoHwa'. On'.,. tll4 N.leo,'ne. N14PA1:st
HARRISDUR:l. PEN,,"SYLVANIA 17100'0729
ilia:st ]]1 ill HIU) ffil\.s'tallll\l1t
OF
FULTON C. LAMPLEY
1, FULTON C. LAMPLEY, of 456 Brook Circle, Mechanicsburg,
Cumberland County, Pennsylvania, declare this to be my last Will,
hereby revoking all prior wills and codicils.
FIRST:
and funeral shall
The expenses of my last illness
be paid from my estate.
SECOND: I hereby give and bequeath,
absolutely and in fee simple, to my spouse, ESTELLE W. LAMPLEY,
all my household furniture and furnishings, books, pictures,
jewelry, silverware, automobiles, wearing apparel and all other
articles of household or personal use or adornment, provided that
if my spouse dies before the thirtieth (30th) day following the
day of my death, this gift shall lapse or be divested and I make
said bequest to my issue, per stirpes, living at the time of my
death, to be divided among them as they shall agree. If they
cannot agree for any reason, my Executor shall make the decision
'=':'C its decision shall be final.
My Executor shall represent any minor child in any
dIvision of such property and shall deliver to the person standing
in the place of a parent to such minor, without bond, such portion
of the minor's share as my Executor, after considering the minor'S
wishes, deems appropriate.
THIRD: ta) I give and devise the rest,
residue and remainder of my estate, real and personal, to my
Page I
!
, I
I
I
I
,
I
I
, i
I
I
,I
sPOuse, ESTELLE W. LAMPLEY, if she Survives me. If my spouse does
not survive me, I give and devise the residue of my estate equally
I
to my children. If any child Of mine predeceases me or dies
within thirty (30) days of the date of my death, that child's
share shall be paid to his or her issue, per stirpes.
(b) In the event any of my children should die without
issue surviving, his or her share shall be paid equally to my
surviving children or their issue, per stirpes, as the case may
be.
(c) If no issue of mine Survive the Survivor of my said
spouse and myself, my estate shall be divided into two equal
shares, and one share shall be paid to my heirs who would be
entitled thereto under the Intestate Laws of PennSYlvania in
effect at the death of the SUrvivor of myself and my spouse; and
the other share shall be paid to my spouse's heirs who would be
entitled thereto under the Intestate Laws of PennSYlvania in
effect at the death of the Survivor of myself and my spouse as if
my spouse had then died Intestate.
FOURTH: No provision of this Will is
intended to exercise any power of appointment. inClUding any power
of appointment granted to me by my spouse's estate planning or
other documents.
FIFTH: No interest of any beneficiary
under this Will or any codicil hereto shall be subject to
anticipation or vOluntary Or involuntary alienation, and the
personal receipt of such beneficiary shall be the SUfficient and
only discharge of my Executor unless otherwise provided herein.
Page 2
...'
\
reliable without liability for disbursements made on such
assumption;
(g) To make income or principal distributions during th
course of administration of my estate or trust created hereunder;
and
(h) To undertake any and all acts deemed necessary and
proper by i~ for the proper a~d advantageous management of any
trust and the settlement of my estate.
EIGHTH: Any beneficiary hereunder who
dies at the same time as me, within thirty (30) days of me, or
under circumstances wherein it shall be difficult or impossible t
determine who died first shall be presumed to have predeceased
me.
NINTH: I appoint my daughter,
MARGARET L. MAAS, and my son, F. MALLOY LAMPLEY, as Co-Executors
of this my Will. In the event either my said daughter or son
cannot act or continue to act for any reason, the other may
continue to act alone. No fiduciary acting hereunder shall be
required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF, I
this Nt-I day of
the preceding three (3) pa
on each preceding page for
security.
have hereunto set my hand and seal
, 199 J , to this and
es. and I have also placed my initials
better identification and greater
. t,tl~ I!-~
FULTON C. Y
(SEA )
SIGNED, SEALED, PUBLISHED and DECLARED by the above-
named Testator, FULTON C. LAMPLEY, as and for his Last Will and
.
Testament, in the presence of us, who at his request, in his
presence and in the presence of each other, have hereunto
subscribed our names as witnesses:
:;j Il/ /(ap7
irJa..~,,-<-<.'; ;. h.,(..............
""of) '/I
Reslding at 6J ^/.ICt.<".rYc,
tl.h '"' c.. {erG {O
Residing at \I~ { l(.,..~....I'"....,f
-m d",-","/.fJ.ht..'j' II} I,)rss
J
- ... . ~ .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT 2aO&Q1
HARRISBURG. PA 17128.0601
~~...I~
wi
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. f..!\211252
J\[Y.1162 [)( Itl-96)
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
PETER J RESSLER ESQUIRE
POBOX 5950
3401 N FRONT STREET
HARRISBURG, PA 17110-0950
101
,,/:,,/))1 .00
fOt.DHERE ....
fO\OHEIlE
ESTATE INFORMATION:
FILE NUMBER
2' _, QQh-()1'1u
NAME OF DECEDENT (LAST)
<;c;" 2"8-"8 "Cll .,
{FIRST!
{Mil
I 01'lPLEV 1""1 Tn" r
DATE OF PAYMENT
C;/ll2/Q?
POSTMARK DATE
C; III 1 IQ?
COUNTY
r.i11'1Br=RI ANn
DATE OF DEATH
TOTAL AMOUNT PAID
'f,6,601.80
vz
( ;. 1';/
RECEIVED BY i If. ,; . i l .:; (". , ./ ,.I" ( ,.
MAF<Y 'c. Lt;;~IS I '.':;'/.l/://(I
REGISTER OF WILLS
/
'"
REMARKS MARGARET L MAAS
C/O PETER J RESSLER ESQUIRE
SEALCHECI<1l 195
"L,_, I; or ....:': .J
. --- -.------. .-----..--.-..-----
_. --....---,-;~.--:7"..-- -.---..-
-- ,
---~
,
. -...--...~.. _ c." 1:'
....-
;5'-1/9-/3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INltIRIIA~Cl IAlI DIvISION
DIP!, .~ao"OI
IIAHRIS"uwC. I'A 11':11 ObOI
NOTICE OF INHERI7AHCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWAHCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
PETER J RESSLER
3401 II FROIIT ST
PO BOX 5950
HBG PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-11-97
LAMPLEY
08-12-96
21 96-0634
CUMBERLAtlD
101
AMount Remitted
I,=-~;:"=o.;:~'- . _ __
CHANGED
.00
28.600.00
.00
.00
74.011.89
14.528.63
9.022.02
(81
14,222.43
1.910.07
Ill!
(12)
(13)
1141
(-
~~..J~~~,
rrr~~,~i
~i:!~_ :-..1' t.,~
110 ad III" IIl.H,
FULTON
C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiftj:i54-nic--"iij;-io3-.-97rilifficE--oF-YNHEifiiiiifcE-l:A'X-APpiiA-isEifEilT~-."i:i.-owiiiiclnjii-----.-----_.----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAMPLEY FULTON C FILE NO. 21 96-0634 ACN 101 DATE 08-11-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Estate (Schedule AI (II
2. Stocks and Bonds (Schedule Bl (21
3. Closely Held stock/Partnership Int.,.est (Schedule CI (3)
4. Hortgagas/Notes Receivable (Schedule 01 (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ 15)
&. Jointly Owned Property (SChedule FJ (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~81 Expenses/Adn. Costs/Hisc. Expenses (Schedule HI (91
10. Debts/Morlg8ge Liabilities/Liens ISchedule I) 110)
11. Total Deduction.
12. N.t Velu. of T.x Return
13. Ch.rit.bl./Gov.~nftent.1 Seque.t. rSchedule ~)
14. N.t V.lu. of E.t.te Subject to Tex
NOTE:
NOTE: To insu~e P~oper
c~edit to your 8ccount,
sub~it the Upper portion
of this form with your
t8x P8yment.
126,162.54
1 ~.1~' lin
110,030.04
.00
110,030.04
If an assessment was issued previously, lines 14, IS and~or 16, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lin. 14
16. Anount of Lin. 14
17. Anount of Line 14
18. Principel T.x Due
TAX CREDITS:
PAYMENT
DATE
05-01-97
.t Spousal ~.t.
t.x.bl. .t Line.I/CI8ss A ~.t.
t.x8ble .t Colleterel/Clsss 8 r.te
I1S)
I1bl
117l
RECEIPT
NUMBER
AA211252
DISCOUNT (+)
INTEREST/PEN PAID (-I
.00
.00 X' 00=
110.030.04 X .06=
.00 X .15=
1181
AMOUNT PAID
6.601.80
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN. I
TOTAL DUE I
· IF PAID AFTER DA7E INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
6,601.80
.00
6,601.80
6.601.80
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" fCRl, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
RESERVATlONI Estal.s 0' deC.dentsr.4f~ on or b.'or. O.cub.r IZ, 1'J8Z .- if any fulur. Interast in the astate is trans'erred
In possession or enjoy..nt to Clas. a (collat.rall bene'lclarles of the d.cedenl after the ellolratlan a' any estate for
life or far years, the Co.~onwealth hereby eKpressly reserves the right 10 appraise and assess transfer Inh.rltance falles
at the lawful Class a leollateral) rate on any such future interest.
PURPOSE OF
NOlICE I
To fulfill the requlre.ents of Section ZI40 of the Inheritance and [stale faK Act, Act ZI of 199~. 17Z P.S,
Section 91401.
PAYMENT:
Detach the toP portion of this Notice and subftit with your pay.ent to the Register of wills prlnt.d on the reverse sid..
"Hak. check or ..oney order pavable to: REGISTER OF WILLS, AGENT
REFUND (CRh
A refund of a taK credit, which wa. not requesled on the TaK Return, .ay be requested by co.pietlng an "Application
for Refund of PennSYlvania Inheritance and Estate laK" (REy-nUL Applications are available at the Office
of the Regl.ter of Will" any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service nu.bers for fore. ord.ring: In Pennsylvania 1'800.5bZ-ZO~O, aut,lde Pennsylvania and
within local Harrisburg area 1717) 187-8091t, 100- (lln 17Z-ZZ~Z Wearing Inpalred Only).
OBJECTIONS: Any party In intere.t not satisfied with the appralse~ent. allowance ar disallowance of deductions, or assess...nt
of tall (including discount or inlerestl as shawn on thl. Notice nust abject within siKty (bO) day. of receipt of
this Notice by:
..wrltten pralest to the PA Oeparleent of Revenue, Board of Appeal., Dept. Z810Z1, Harrisburg, PA 171Z8-IOZI, OR
...lection 10 have the .atler deterelned al audll of the accounl of the personal repr.sentatlve, OR
--appeal to the Orphan.' Court.
ADHIN
ISfRATlVE
CORRECTIONS:
FecluBI error. dl.cavered on this aSless.ent should be addressed in writing tOI PA Depart..ent of Revenue,
Bur.lu of Individual TaK.', ATTN: Pa.t Assesse.nl Revl.w Unit, D.pt. Z80601. Harrisburg. PA 171Z8-0601
Phone (711) 787-bSOS. S.. page S of the boakl.t "In.lructlon. fOr Inh.rltanc. Tall R.turn for a Resident
Decldent" (REV.ISOI) for an .KPlanation of ad.inlllratlv.ly carr.ctabl. error..
DISCOUNT:
If any taK due is paid within three (3) calendar eonthl afl.r the decedent's death. a five p.rcenl IS~) discount of
the taK paid is allowed.
PEHAL tV:
The IS~ laK a.n.sty nan'partlclpallan p.nalty Is co.puted on the total of the taK and Int.r..t ass.ssed, and not
paid b.for. January 18. 1'J'Jb. the first day after the .nd of the taK a.nesty p.rlod. Thl. non-participation
p.nalty ls appealable ln the sa.e .anner and In the the .... tl.e period as you would appeal the taK and inl.re.t
that ha. b.en ass.ssed a. Indlcat.d on this natlc..
INIEREST:
Intere.t Is charg.d b.glnnlng with first day of d.llnquency, or nln. ('J) .onths and one (I) day froa the date of
d.ath. 10 the date of payeent. TaK" which beca.e d.llnqu.nt b.far. January I, 198Z bear Inl.r.,t at the r.l. of
11_ (6~) p.rcent p.r annue calculat.d at a dally rate of .000164. All laKe. which b.ca.. delinquent on and after
January I, 198Z will b.ar Inl.re.t at a ra'. which will vary froa callndar y.ar to cal.ndar year with Ihat rat.
announced by the PA Dapart_ent of R.v.nue. Th. appllcabl. Inter..t rat.s for 198Z through 1'J'J7 arel
'!!!! tnlerl.1 Rat. DailY Int.r..t Factor !!.!! In'er..t Rate Dally Int.r.st factor
1982 ZO~ .OOO!i48 1'J87 'J% .000ZIo7
1983 16% .000458 1'JB8-1991 11~ .000501
198" 11% .oonol 1'J9Z 'J% .000Z41
1'J8S 11;: .0003S6 19'J3-1994 l~ .0001'JZ
1986 10~ .000Zl1o 199~.1997 .~ .000Z47
--lnlet.11 is calculat.d .. follow'l
INTEREST = BALANCE 0; TAX UNPAID X NUnBER 0; DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice I.sued aft.r the taK blco.e, dallnquent will r.flect an Int.r.sl calculallon to fifteen tlSI daYI
b.yond the date of the .,..ss.enl. If pav.enl Is .ada after the int.r.st co.putallon date shown an the
Nollc.. additional Int.rl.t .ust be calculat.d.