HomeMy WebLinkAbout96-00790
PETITION FOR PIWIlA TE llnd GRANT OF LETTERS
;</- '{to - 790
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EMa/<' III ~1"b,,1 n
alsII kllOll'1I as
No,
To:
Regisler of Wills for Ihe
. /J"",'ased, Coul1lY of CUMIIEHI,ANIJ in Ihe
Sodal S"t',lfity No. 195 -07 -!i113 fl Commonwealth of Pennsylvania
The pelilion of Ihe ondersigned respeclfully represenls Ihal:
Your pelilioner(s). who is/:Rd 18 years of a~e or o!der an Ihe execot r i x
in Ihe lasl will of Ihe above decedent. daled ..1" ',' 26
and codicil(s) dated
"ij\lled
.19~
('13IC rclC\"anl drCllm\li1nCC~. C.G. rcnunci.uinn. dc.:nh or cu'cUlor. CIC.)
d d' 'I d d I' cotnhprlnllc1
Deccn cnl was omlCI e at eat 1 III
hpy laslfamilyorprincil)alresidenceat 7 Scnrsdnlc
Lower Allen 1ownshlp. rennsylvnnln
(11\1 met'I. number and munClpalil)'.
County. Pennsylvania. whh
nrive. Cnm~ Trill.
Deccndcnt. Ihcn -2..0_years of age. died
at
E\cel'l as follows. decedcnt did not marry. was nol ~ivorccd and did not have a child bDrn Dr adopted
afler excculion of Ihe will offered for probatc: was not the victim of a killing and was never adjudicated
incDml'elent:
Deccndenl al dcalh owned properlY whh eSlimaled values as foIlDWS:
(If dDmiciled in Pa.) All personal properlY
(If nOI domiciled in Pa,) Personal properlY in Pennsylvania
(If nOl domiciled in Pa.) Personal properlY in County
Valuc (If real CSlale in Pennsylvania
shualcd as follows:
Acgust 20
.1996
S 1,000.00
S
S
S
WHEREFORE. pelilionerls) respCClfully requesl(s) Ihe pro bale of Ihe last will and codicil(s)
presenled hcrewilh and Ihe gram of \cllers 'T cs tamen ta ry
tl...,13mCn!;U\; admini\lfalion c.t.a.: i1dministration d.b.n.c.t.D.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 0... PENNSYLVANIA
COt;~TY 0... CUMBERLAND
} :;5
Thc l'clitionerls) abovc-named swearl') or affirm(s) that the statements in the foregoing petitiDn are
lIue 'IIId correCI 10 the hC'1 "rlhe ~nowlcdge and helief of petitioneT(s) and that as personal represen-
tall\cl" of Ihc ahove dccedent pelilioner(s) will well and truly administer the estate according to law,
Sworn 10 or affir~,e~_ and subscribed {l.- ..,(ZL.". J:,; ~ ',C',6' ~
beforc mc Ihb - da, of -, ~
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WARNING: Ills IlIcgnllD dupllcnlc this copy by photostnl or phDIOgrnph,
21-96-790
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COMMONWEALTH OF PENHSYlVANIA. DEPARIMEHT OF HEALIH. VITALRECOADS
CERTIFICATE OF DEATH
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residue, remainder of my estate, wherever situate to the GHF, INC
IN TRUST NEVERTHELESS, for charitable, civic, and educational uses
and purposes in accordance with the uses and purposes known under
the plan known as THE GREATER HARRISBURG FOUNDATION and for the
uses and purposes of the fund established by the terms and
provisions of this, my Last Will and Testament, which fund shall be
named the REBECCA G. ALBRIGHT PHILANTHROPIC FUND, in accordance
with the following provisions:
A. PAYMENT OF NET INCOME:
The GHF, INC shall hold and invest and
reinvest the REBECCA G. ALBRIGHT PHILANTHROPIC
FUND in each year of the fund, and THE
GREATER HARRISBURG FOUNDATION, in accordance
with said plan, shall pay the net annual
income from the REBECCA G. ALBRIGHT
PHILANTHROPIC FUND for charitable, civic and
educational uses and purposes in the sole
discretion of the GREATER llARRISBURG
FOUNDATION in considering the needs of the
charitable organizations or entities
hereinafter named, in subsection B, ITEM IV,
2
ITEM VI - I hereby nominate and appoint GHF, INC. as my
Trustee, for the TRUST for charitable purposes to be known REBECCA
G. ALBRIGHT PHILANTHROPIC FUND established under this, my Last Will
and Testament.
ITEM VII - Any Trustee appointed under this will shall receive
a reasonable fee for the ordinary and extraordinary services
rendered by it.
ITEM VIII - The validity and administration of the Trust or
Trusts established under this Will and all questions relating to
the construction or interpretation of the Trust shall be governed
by the laws of the commonwealth of Pennsylvania. To the fullest
extent as possible, it is intended that the Trusts established
under this Will be considered such to receive the benefit of any
tax benefits from the charitable remainder provisions of the
remainder Trust for the named charities.
ITEM IX - All federal, state and other death taxes payable
because of my death, with respect to the property forming my gross
estate for tax purposes, whether or not passing under this will,
including any interest or penalty imposed in connection with such
4
tax, shall be considered part of the expense of the administration
of my estate and shall be paid from my estate without apportionment
or right of reimbursement. All such taxes on present or future
interests shall be paid at such time or times as my Executor may
think proper, regardless of whether such taxes are then due.
ITEM X _ My Executrix, and Trustees and their successors shall
have the following powers for the administration of my estate and
trust, respectivelY, except as limited hereinabove, in addition to
those vested in them by law and by other provisions of my Will, to
be exercised in their sole discretion:
A. To retain any or all assets of my
estate or trust, real or personal,
without regard to any principle of
diversification, risk, or productivity.
B. To invest in all formS of property
including stocks, common trust funds
and mortgage investment funds , without
restriction to investments authorized
for pennsylvania fiduciaries as they
deem proper, without regard to any
principle of diversification, risk, or
productivity.
5
C. 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, exchanges or
leases, for such prices and upon such
terms and conditions as they deem
proper.
D. To borrow money from any person or
institution including my fiduciaries
and to mortgage or pledge any or all
real or personal property as my
fiduciaries, in their sole,discretion,
shall choose, without regard for the
dispositive provisions of this
instrument.
E. To compromise any claim or controversy.
F. To exercise any option, right or
privilege granted in insurance policies
or in other investments.
6
I:
ITEM XI -
I nominate and appoint REBECCA G. ALBRIGHT, to be
the Executrix of this my Last will and Testament. If Rebecca
predecease me or not qualify to serve as my Executrix of this my
Last Will and Testament then I nominate and appoint MERIDIAN BANK
to be the successor director of this my Last Will and Testament.
ITEM XII -
No bond or other security shall be required in any
jurisdiction of my Executor or my Trustees for the performance of
their duties.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this Instrument, my Last will and Testament consisting of seven
(7) pages on this ,,/(, It. day of -..It!4 ' 1995.
t?tjJJM f. ~
HABEL P. RICHWINE
(SEAL)
Witnesses:
7&L",",A~ ~ ~.~
/fZ( r;?
residing at
~ &.ee Ii.
I
('pn ~ I/; 1/ ~
residing at
7
COMMONWEALTH OF PENNSYLVANIA:
ss.
WE, MABEL P.
f/t~ { 1/20/'
RICHWINE, J{br{(t. C A/bl"j~' and
the Testatrix and the witnesses,
COUNTY OF
respectivelY, whose names are signed to the attached or foregoing
will, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as
her Last Will and Testament and that she had signed willingly (or
willingly directed another to sign for her), and that she executed
it as her frep. and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix, signed the Will as witness and to the
best of his or her knowledge the Testatrix was at the time
eighteen (18) year of age or older, of sound mind, and under no
constraint or undue
influence. .
m.....I..tf. f., e ;~
MABEL P. RICHWINE, Testatrix
~j( ~;A
witn... ,~
subscribed, sworn to, and acknowledged before me by MABEL P.
RICHWINE, the Te~~atrix, and s~bscribed and sworn to before me by
~l ~ CC A G f1lbr.,':!:., and Khh_J (' (&Pt' ' witnesses,
thIs~(. -I'\., day(jof (VI {j , 1995.
Notary public (SEAL)
8
.
NOTICE OF BENEPICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of Mabel p, Richwine, deceased,
No. 1996-00790
TO: REBECCA ALBRIGHT
7 SCARSDALE DRIVE
CAMP HILL, PA 17011
Please take notice of the death of decedent and the
letters to the personal representative(s) named below.
have a beneficial interest in the estate as follows:
grant of
You may
REST, RESIDUE AND REMAINDER OF ESTATE
Name of decedent: Mabel p, Richwine
Last known address of decedent: 7 Scarsdale Drive
Camp Hill, PA 17011
Date of death: August 20, 1996
Place of death: 7 Scarsdale Drive, Camp Hill, Pennsylvania
County of grant of original letters: cumberland
Decedent died testate.
Name (s), address (es), and telephone number (s) of all personal
representatives appointed:
Rebecca G. Albright
7 Scarsdale Drive
Camp Hill, Pennsylvania 17011
Name(s), address(es), and telephone number(sl of all counsel:
Richard C. Rupp
355 North 21st Street, Suite 303
Camp Hill, Pennsylvania 17011
(717) 761-3459
Additional information may be
Date: November 18, 1996
om the undersigned.
RJ~R~PP I -'7Y
The Wagner Building, suite 303
355 North 21st Street
Camp Hill, PA 17011
(717) 761-3459
Capacity:
x
Personal Representative
Counsel for Personal
Representative
,
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of Mabel P. Richwine, deceased,
No. 1996-00790
TO: MARY It. COX
411 SLAUGHTER STATION ROAD
HARTLEY, DELAWARE 19953
Please take notice of the death of decedent and the
letters to the personal representative(s) named below.
have a beneficial interest in the estate as follows:
grant of
You may
PICTURES
Name of decedent: Mabel P. Richwine
Last known address of decedent: 7 Scarsdale Drive
Camp Hill, PA 17011
Date of death: August 20, 1996
Place of death: 7 Scarsdale Drive, Camp Hill, Pennsylvania
County of grant of original letters: Cumberland
Decedent died testate.
Name (s), address (es), and telephone number (s) of all personal
representatives appointed:
Rebecca G. Albright
7 Scarsdale Drive
Camp Hill, Pennsylvania 17011
Name(s), address(es), and telephone number(s) of all counsel:
Richard C. Rupp
355 North 21st Street, Suite 303
Camp Hill, Pennsylvania 17011
(717) 761-3459
Additional information may be
Date: November 18, 1996
from the undersigned.
igna e Q
l~~ ~p; /tJ
The Wagner Building, Suite 303
355 North 21st Street
Camp Hill, PA 17011
(717) 761-3459
x
Personal Representative
Counsel for Personal
Representative
Capacity:
NOTICE OF BENEFICIAu INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of Mabel P. Richwine, deceased,
No. 1996-00790
TO: BETSY DOHERTY
22 MATTEI I.ANE
NEWARK, DEUAWARE 19713
Please take notice of the death of decedent and the
letters to the personal representative(s) named below.
have a beneficial interest in the estate as follows:
grant of
You may
PICTURES
Name of decedent: Mabel P. Richwine
Last known address of decedent: 7 Scarsdale Drive
Camp Hill, PA 17011
Date of death: August 20, 1996
Place of death: 7 Scarsdale Drive, Camp Hill, Pennsylvania
County of grant of original letters: cumberland
Decedent died testate,
Name (s), address (es), and telephone number (s) of all personal
representatives appointed:
Rebecca G. Albright
7 Scarsdale Drive
Camp Hill, Pennsylvania 17011
Name(s), address (es), and telephone number(s) of all counsel:
Richard C. Rupp
355 North 21st Street, suite 303
Camp Hill, pennsylvania 17011
(717) 761-3459
Additional information may be
Date: November 18, 1996
om the undersigned.
S' atur r;-./
RiJ.;r~:.p 7
The Wagner Building, Suite 303
355 North 21st Street
Camp Hill, PA 17011
(717) 761-3459
Capacity:
Personal Representative
Counsel for Personal
Representative
x
~\)\<
COMMOtM'[~lHt or I'lt1llSYl VAW"
OEPA"TMOll Of RlVttlU[
0[1'1 ~N)t\01
t4ARRISBuRG, PA 171280ft01
15 -/30-Cf
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
96
YEAR
I 0790
t1u~m(R
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mE NU;,"ER I
COUUh' CODE
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OCClOCUfS NAME IlAST. ,mst "NO MI\)(>l[ l'jlllAll Vi.. bl,nlo. bIOt"U .'p"'oIlr.,.. 'ut
RICHWINE, MADEL p,
SOCIAL SECURITY tlUMlIlH OA'[ 01 Iii "III
196 I 07 I 8438 IAUGUST 20, 1900
(If APPUC"'Ot(1 5URVIVIIK) SPOUSES ~'''Mt (lASt. FUtst. MID ::'OCIAl ~[CUIII'V tlU"'h[R
MiDDlE 1'~ITl"ll
OA'Eor [llllTtl
IAUGUST 31,1005 I
1H15 RETURN MUST BE filED IN DUPLICATE W1TH
TNE
I REGISTER OF WilLS
I
.
.M!1Il
~~..
~E~
UEID
(
X 1. Ofiginal Rolurn
I-
... Llmllod ellalo
2 ::>upplt'lTll!nl.1I Rlllum
-
4.1 ft,luw h,lt!w!.l Compm.o Idotl.ot...n.....U.l1 u.
3. Rom;aindof Rolur" tllel. of..tIIl prIClI 't 12.
lU21
-
5. Fodolal eatalo Tal Rolurn Roquhod
- 8. Tolal Numbef af Sare Oepolit BoIDI
- 11. Eloction 10 la. undo' Soc. i113(A)
1.....dl$dlOI
-
-
X 8. Decodonl Died Tellale IAn.ch cop~ d W,1I1
- 9. Llliglllion P,ocoed. Rocolvod
7. O.Kt'dent M,linlilined u living Tru.ll.....d.. lOCI' of T'vi')
-
10 ~pull!ioill PovOlI~ CledltliStl. 01 6..111",,,,,, IU1.11 IVId t'U!1
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONOEt~CE Atm COUFIOEUTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MA.llING ADDRESS
RICHARD C. RUPP, ESQUIRE 355 NORTH 21" STREET, SUITE 303
FIRM NAME (If Apphcable) CAMP HILL, PA 17011
RUPP & MEIKLE
TELEPHONE NUMDER
717.761,3459
,. Roal Ellale (Schedule A) III
2. Sloc.... and Bondi (Schedule B) (2,
3. Closely Held COlporalion, Partnership or Sole.PlOprielOlship
(Schedule C) (31
Z 4. Mortgage. & Noln Receivable (Schedule OJ
0 (4,
~ S. Cash, Ban'" Oopotoill & Mile. Porsonal PlOporly (Schedulo E) ,5'
~
I- 6. Joinlly Owned Ploperty (Schedule F) ,61
a. 7.lnlor.Vivo. Transfoll & Mi&C. Non'PlObalo Property (Schndule G
<(
U orL) 01
W
a: 8. Total Gran Assets (lolalLines 1.7)
9. Funoral E'penlo. & Admini,'talive Cosls (Schodulo HI ,9,
10. Dabll of Decedent, Mortgage Liabilllies & liens (Schedulo II (10,
11. Total Deductions (lolalLlnos 9 & 10)
5000
5000
5000
50.00
51,391.50
50.00
5000
(81
5639.7S
52,484.82
(11)
(12)
(131
(141
(IS)
(161 I
(17)
(18)
OFFICIAL USE OUL Y
51,391.50
53,12457
(51,733.07)
12. Nol Value of Eslale (lino 8 minuslino 11)
13. Charilable and Governmenlal Boquesls/See 9113 TlUsls for wIlli. II .1IIl'lI~dlun 10 1;1. has nol heen
mado (Schedulo J)
5000
(51,733.07)
2
o
;:
~~
1-:>
..
~
o
u
14. Net Value SubJtcl to Tu (lino 12 minus LillO 13)
15. Amount of lino 14la.ablo alT
Iho spousal laIC 'alo I
Soo lnsltuelions on rovolso sldo for applicablo JlC'Cenlilgo
16. Amounl of lino 141a.able all
6% ,alo
17. Amounl of line 14 laxable at
15%'0110
18. Tax Due
19. n CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMErlT
.ml
5000
5000
I
~ooo
06
15
> > BE SURE TO ANSWER ALL QUESTIONS OU REVERSE SIDE AND RECHECK MATH < <
AOOHr,:,:,
DATE
05116199
DA.'E
05118/99
CN,1P Hill. PA 17011
AOO+U~"" J',', li'.)IHu 21 STHElT 5Ul1[)03
CAMP HIll. PA 17011
t"'t"'I,:hII'NM Il.InJ l.mll:\ Th",J>C. E~
Decedenl'l Complete Addresl:
STREET ADDRESS
7 SCARSDAlE DRIVE
C'TV
CAMP HILL
STATE
PA
ZIP
HOIl
Tax Payments and Credits:
t. Tt. Due (Page 1 Line 18)
2. C'editllP.ymenla
A. Spouaal Poverty Credil
B. Prk>>' Payment.
C.Oi'count
(II
so 00
3. Int",.,VPenllll)' If applicable
O.lnlerolt
E. Penalty
T 01..' CltJddl (A . 8 . C)
$000
(7)
4,
T ul.lllnlcrostfPonallv (0 . E) (3)
tf line 21, greater than line 1 . IIn. J, enl., tho dlllolonco. Thlll'lIll1 OVERPAYMENT.
Chick bo. on PIgei Lint ,. to "qUill I "fund Cot)
tf line 1 .. line J I, gre.le, than line 2. enler the difforonce. This iltho TAX CUE. (5)
A. Enl., the Inl.'.,1 on lhe lax dUll. (SA)
B. Enr., tho 10111 oilinG 5.. SA. Thill'the BALANCE DUE. (SO)
Make Check Payable 10: REGISTER OF WILLS, AGENT
$0.00
$000
s,
so 00
$0.00
fitlllllilB@EgEItWJtW1EWgkl&12.?1.:;XrZTU~{;>:':
.':,V.",-,__.'''';""",
PLEASE ANSWER THE FOLLOWING QUESTIONS
ey PLACING AN X IN THE APPROPRIATE aLOCKS
,. Did decedenl make alran,fer and:
a. relain Ihe use Of Income of Ihe property Iransfened;
b. relain 1M right 10 des'gnale who shall Use the ploperty IransfOlred Of lis incomo;
c. relaln a revisionary Inlelesl; 01
d. receive the promise for fife of either paymenls, benefits 01 cate?
2. " death occurred on Of before Decembel t2. t982, did decodenl withilllwo VIMII
preceding dealh lransfer property wilhout receiving adequate CO"SiJm;J1lOu? If death occurred
afte, December t2, t982, did decedenllrans'er propertywilhin one ymlt of doalh wilhoul
reeefvlng adequale consJderalion?
3. Did decedent own an -In trust for- Of payable upon dealh bank accollullll securlly ul his or her death?
4. Did decedenl own An individual reliremenl account. annuify, or olhet nOll-probate properly?
m
Em
IF THE ANSWER TO AllY OF THE AaOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEOULE G AIID FILE IT AS PART OF THE RETURN
72 P,S, ~9116 (a) (1,1) (I) provided for the reduction of the tax rate imposed on the net value of transfers to or for the Usa of the
surviving spousa from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995,
72 P,S, ~9116 (a) (1.1) (II) provided for the reduction of the rate Imposed on the net value of transfers to or lor tha usa 01 tha
surviving Spouse Irom 3% to 0% lor dates of death on or after January 1, 1995, The statute does not exemot a transfer to a surviving
spousa from tax, and tha statutory requirements for disclosure of assets and filing a tax return are stili applicable even it the surviving
spa usa Is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Please answer the following question by placing an 'x' In the
approprlata spaca,
Old tha decedent creata a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
Lifetime? Yes 0 No 0
1/ you answered yes to the above question, the tax on the t,ust or Similar arrangement is postponed until the death of tha second
spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on
Schedule J, Part II, In order to remove it from the calculation of (he tax due in this estate. You may wish to file Schedule 0 In order to
maka the election available under SectiDn 9113. If the elecllon 's made, the trust or similar arrangement Is taxed in the estate 01 the
first decedent spouse, the portion Df tha trust or similar arrangement which benefits the surviving spouse is taxed at tha zero tax rate,
and the remainder Is taxed at the rate(s) applicable to the remainder beneflciary(ies). If you choose to make the election, you must
attach Schedule 0 to a timely-filed tax return, along wilh Schedule(s) K and/or M in order to show the apportionment 01 the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(ies).
-..--
,-
()
'.
OP
MABEL P. RICHWINE
I, MABEL P. RICIlWl:NE, of 7 Scarsdale Drive, camp Hill,
Pennsylvania, 17011, being of sound and disposing mind and memory,
do hereby make, publish and declare this for and as my Last Will
and Testament hereby revoking any and all Wills or Codicils by me
at any time heretofore made.
ITEM I -I direct that all my just debts and funeral expenses be
paid by my Executor, hereinafter named, as soon after my decease as
conveniently possible.
ITEM II _ I give and bequeath all of my pictures to Mary K. Cox
and Betsy Doherty.
ITEM III - I give devise and bequeath all the rest, residue,
remainder of my estate real and personal, wherever situate to my
Granddaughter Rebecca G. Albright.
ITEM IV _ If my granddaughter REBECCA G. ALBRIGHT shall
predecease me, then I give devise and bequeath all the rest,
residue, remainder of my estate, wherever situate to the GHF, INC
IN TRUST NEVERTHELESS, for charitable, civic, and educational Uses
and purposes in accordance with the uses and pUrposes known under
the plan known as THE GREATER HARRISBURG FOUNDATION and for the
Uses and purposes of the fund established by the terms and
provisions of this, my Last Will and Testament, which fund shall be
named the REBECCA G. ALBRIGHT PHILANTHROPIC FUND, in accordance
with the following provisions:
A. PAYMENT OF NET INCOME:
The GaF, INC shall hold and invest and
reinvest the REBECCA G. ALBRIGHT PHILANTHROPIC
FUND in each year of the fund, and THE
GREATER HARRISBURG FOUNDATION, in accordance
with said plan, shall pay the net annual
income from the REBECCA G. ALBRIGHT
PHILANTHROPIC FUND for charitable, civic and
educational uses and purposes in the sole
discretion of the GREATER HARRISBURG
FOUNDATION in considering the needs of the
charitable organizations or entities
hereinafter named, in subsection B, ITEM IV,
2
ITEM VI _ I hereby nominate and appoint GHF, INC. as my
Trustee, for the TRUST for charitable purposes to be known REBECCA
G. ALBRIGHT PHILANTHROPIC FOND established under this, my Last will
and Testament.
ITEM VII _ Any Trustee appointed under this Will shall receive
a reasonable fee for the ordinary and extraordinary services
rendered by it.
ITEM VIII _ The validity and administration of the Trust or
Trusts established under this Will and all questions relating to
the construction or interpretation of the Trust shall be governed
by the laws of the commonwealth of Pennsylvania. To the fullest
extent as possible, it is intended that the Trusts established
under this will be considered such to receive the benefit of any
tax benefits from the charitable remainder provisions of the
remainder Trust for the named charities.
ITEM IX _ All federal, state and other death taxes payable
because of my death, with respect to the property forming my gross
estate for tax purposes, whether or not passing under this will,
including any interest or penalty imposed in connection with such
4
tax, shall be considered part of the expense of the administration
of my estate and shall be paid from my estate without apportionment
or right of reimbursement. All such taxes on present or future
interests shall be paid at such time or times as my Executor may
think proper, regardless of whether such taxes are then due.
ITEM X _ My Executrix, and Trustees and their succ;:essors shall
have the following powers for the administration of my estate and
trust, respectivelY, except as limited hereinabove, in addition to
those vested in them by law and by other provisions of my Will, to
be exercised in their sole discretion:
A. To retain any or all assets of my
estate or trust, real or personal,
without regard to any principle of
diversification, risk, or prOductivity.
B. To invest in all forms of property
including stocks, common trust funds
and mortgage investment funds, without
restriction to investments authorized
for pennsylvania fiduciaries as they
deem proper, without regard to any
principle of diversification, risk, or
productivity.
5
C. 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, exchanges or
leases, for such prices and upon such
terms and conditions as they deem
proper.
D. To borrow money from any person or
institution including my fiduciaries
and to mortgage or pledge any or all
real or personal property as my
fiduciaries, in their sole. discretion,
shall choose, without regard for the
dispositive provisions of this
instrument.
E. To compromise any claim or controversy.
F. To exercise any option, right or
privilege granted in insurance policies
or in other investments.
6
"~..,..,...-
COMMONWEALTH OF PENNSYLVANIA:
GG.
COUNTY OF
WE, MABEL P.
f/t~ ( VZo/'
respectively, whose
RICHWINE, fifb((((.. C /J!h1"~1,'- , and
the Testatrix and the witnesses,
names are signed to the attached or foregoing
will, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as
her Last Will and Testament and that she had signed willingly (or
willingly directed another to sign for her), and that she executed
it as her fre~ and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix, signed the Will as witness and to the
best of his or her knowledge the Testatrix was at the time
eighteen (18) year of age or older, of sound mind, and under no
constraint or undue influence. .
J1l.....I.d. P.,~
MABEL P. RICHWINE, Testatrix
?Z~ dl'p
W1tness ~
,
subscribed, sworn to, and acknowledged before me by MABEL P.
RICHWINE, the Te~tatrix, and s~bscribed and sworn to before me by
I}t~CCA G f1Ib~~, and l:'id._.1 (Y(?,PI' , witnesses,
th1s (. -l1.. day f (VI {J - , 1995.
Notary public
(SEAL)
8
. .. ~. ..~ .. ...-"" .~..
COt,lMOfrN[AL1H Of P[UlISYLVAUIA
Itlll[RnANCC TAX RETURU
R[SlOCtlT OCCEDEUT
SCHEDULE E
CASH, DANK DEPOSITS, & MISC,
PERSONALPROPERTV
21-96.0790
FilE NUMBER
ESTATE OF
MADEL P. RICHWINe, dece..ed
Includ.'h. plocood. ollollg.'1on .nd 'h. d.I.'h. p,oc..d' "".'0<."0'1", "," .....1.01. All P'Op"'y I.,nlly.own.d with Ih. right ol.UlvlvOllhlp mu.1 b. dllClolld on
Sch.dull P.
ITEM
NUMBER
"
DESCRIPTION
VALUE AT DATE
OF DEATH
$1,381.50
CHECKING ACCOUNT. COReSTATES DAflK. ACCT. ~5'237ID2
2,
Pictur,.
TOTAL (Also enler on line 5. Recapdulallon)
(If more space Is needed. insert additional sheets of the same Ille)
10,00
$1.391.50
(:~JlI'SI.lh'~i B.Ill- '1.\
PO Bm 711111
PIld.ldl'llJlll,) 11,\ 1'tl111 .f;ll\
I
Novcmbcr 20. 1997
CoreStates
Bank
Richard Rupp
Law Ofliccs
Rupp and Meikle
The Wagner Building. Suitc 303
355 North 2151 Slrecl
Camp lIi11.I'A 17011
RE: Eslale of: Mabel P. Richwine
Date of Dealh: August 20. 1996
Dear Richard Rupp:
In respDnse lD your letter. please be advised Ihallhe deccdent hcld the following account(s) with our bank as oflhe date
-
of death:
ACCOIlNH
ACCOIlNT TITLE
DATE
OPENED
DATE
CLOSED
DATE
OF DFATH
lL, "NCE
ACCR.
lliL
Certificate of Deposit
143642878-3643192
Closing Balance: $13.985,91
Rebecca Added 3/30/95
Mabel p, Richwine
Rcbecca G. Albright
10/26/85
02/12/96
Checking 51237102
Mabel p, Richwine
07/11/94
11/04/96
1.381.50
,08
Ilrusllhat we have been of assislancc 10 you inlhis malter,
Sinccrely.
CORESTATES BANK. N.A.
~. /1---- 1---
I'J.A-J-' \..JTJ~ ~
Tina Slrutz -
TS/cm/287
'. ;,,- .:.,.~ Ii
I')
" .
."J' )
<; 1__ C,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
u.tERnAHC[ TAk DIVISION
DePt. 180llDl
HARRlSaURC, Pi J71la.a~ol
NOTICE DF INItERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD C RUPP ESQ
STE 303
355 N 21ST ST
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-16-1999
RICHWINE
08-20-1996
21 96-0790
CUMBERLAND
101
Allount R...ttt.d
/ *'
U,.I..". '''U'''1I
MABEL P
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'y:iS'4j-Eif-AFP-ro'9=97T"Ncii''iCE--OF-YtiHEiiii'iiifcE-TAin'-piiiiA'isEHiNj-,--Airowiiifcroli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RICHWINE MABEL P FILE NO. 21 96-0790 ACN 101 DATE 08-16-1999
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of Abh returns assessed to date.
ASSESSMENT OF TAX:
IS, ADOunt of line 14 .t Spous.l roto (IS)
16. A.ount of Line l~ taxable at LineallClass A rat. (16)
17. A.ount of line 14 t..ablo .t Coll.torol/Closs B r.to (17)
18. Principol T.. Duo
TAX CREDITS:
PAVMEKT
DATE
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ro.l Est.to (Schedulo AI
2. Stocke and Bonds (Schedule B)
3. Clos.ly Held stock/Partnership Interest (Schedule C)
4. Hortgag../Note. Receivable (Schedule DJ
5. C.sh/Bank DeposltslHlsc. Personal Property ISchedule E)
6. Jointly Dwnod Property (Schodulo F)
7. Transfers (Schedule GJ
8. Total As.et.
11)
(2)
(3)
(4)
(SI
(6)
171
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. CostslHisc. EKPenses (Sc~dule H)
10, DobtsIHorto.oo liabilitios/lions (Schodulo I)
11. Tot.l Deductions
12. Net Value of T.x Return
13. Charitable/Gove~ent.l Bequests; Non-elected 9113 Trusts
14. Not V.lus of Est.to Subjoct to To.
(,)
(101
(Schedulo J)
NOTE:
RECEIPT
NUltBER
DISCDUNT 1_)
INTEREST/PEN PAID (-)
AHOUKT PAID
) CHANGED
.00
.00
.00
.00
1.391,50
.00
,00
181
639.75
2.484.82
1111
(12)
1131
1141
.00 X .00=
.00 X.06=
.00 X.I5=
1181 .
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATION OF ADDITIDNAl INTEREST.
NOTE: To insure proper
credit to your .ccount,
submit tho upper portion
of this fore with your
t.x panent.
1, 391. SO
3. T:>4 1;7
1, 733.07-
.00
1.733.07-
.00
.00
.00
.00
.00
.00
.00
.00
( IF TDTAL DUE IS lESS THAN $1, ND PAYMENT IS REQUIRED.
IF TDTAl DUE IS REFLECTED AS A "CREDIT"' (CR), YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FDR INSTRUCTIDNS.)
COMMONWEALTH OF PENNSYLVANIA
55:
COUNTY OF CUMBERLAND
REBECCA G. ALBRIGHT
being duly sworn according to law, deposes and says that hD is the Executrix
Df the Estate of Mabel P. Richwine
late Df Lower Allen Townshio ' Cumberland County. Pa., deceased and that the within is an
inventDry made by her ' the said Executrix of the entire
estate Df said decedent, consisting Df all the personal propertv and real estate, except real estate Dutside the
CDmmDnwealth Df Pennsylvania, and that the figures opposite each item of the InventDrv represent It's fair value as
Df the date of decedent's death,
Sworn and subscribed before me,
~~~~ Y'l~~a
: Rebecca G, Albright, - ecutrix
.-:..mr\ t ~ \ \? 1999
~rLlt.JJrVL(L l{ --1-\OC }-U>j')
7 Scarsdale Drive
Camp Hill, PA 17011
Date of Death
NOTARIAL SEAL
eARBARA J, KOCHER. NotalY Public
Camp HIli Bora. Cumborland County
My Commission EJl....iros Oct. 22. 2001
. U~"
DBY
AUQust
Month
1996
Yeor
INSTRUCTIONS
1. An inventory must be filed within three months alter appDintment of persDnal representative.
2. A supplement inventory must be filed within thirty davs of discDvery Df additional assets,
3. AddltiDnal sheets may be attached as to persDnalty Dr realtv,
4. See Article IV, Fiduciaries Act Df 1949,
>- '0
Cll C. Cll
I-W III
0 eel- e :c I1l
>- .~ III Cll
O'l W<l: e 0
" a: 0..1- ~ ;: Cll Cll
0 0 wOUl 0 0 0 Ol >
;J:eew a: I1l Cll
. l- I- e
(0 1-0..-,"- a..
O'l Z e I1l ~
,,--'<l:0 a.. 0
O'l ~ ...
W O<l:w a.. ...
... > zee <i > <l:
00 Qj ...
Z .!J ~ e
- UlZ Cll :>
ffi<l: I1l ;: 0
0 ~ 0 U <I>
Z a.. -' '0
e
.!!!
- iii
0 LJ
Cll E '0 .>/.
... ~ 0
I1l :> 0
-' U Ii: en
Inventory of the real and personal estate of
MABEL p, RICHWINE
deceased
Personal Prooertv:
$ 10.00
1.
pictures
2.
Checking account. Corestates Bank. Account No, 51237102
$1,381.50
~eal Estate:
NONE
~." .~
~ I' '
TOTAL INVENTORY
$1,391.50
...potll RU.... nUt) "Elt'll
~
s
FIIXI 111-73U-9ZI4
l'H-O;l-98 U.d IUl12
..nOE I 02
STATUS REPORT UNDER RULE 6.12
Nallle of Decedent: MARF!. P. R1CIIWINF
Date of Death. R "n/ar.
Will No. 1ll96-007<10 Admin, No. PA Nn 71_06_0790
Pursuant to Rule 6.12 of the Suprellle Court Orphanl'
Court Rules, I report the folloWing with respect to completion of
the administration of thu above-captioned estatel
1. State whether administration of the eltate is COMplete:
Yes No x
2. If the answer iB No, Btate when the personal
reprelentative reasonably believeB that the administration will be
completel,utJrta,,'I ,6" 'qqq
). If the answer to No. 1 is Yes, state the following'
a. Did the personal representative file a final
account with tho Court? Yes No
b. The separate Orphans' Court No. (if any) fo~
the personal representative's account iSI
c. Did the personal representative state an
account informally to the partieB in interest? Yes No
d. Coples of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and ma~~ed(Zto port,
Datel 12/2/ClIJ ( ~ ~
Signat.ure
>
~ichard C. Rupp
Name (please type or print)
355 N. 21st Rtrn~l Suite 303
Address
r.~,nr: 11111. PI'. 17011
(71 7) "~1 ,~"\l
Tel, tlo.
:".j
,-
.,'. -,
.. '\ , ~
, "
capacity: Personal Representative
~ counsel for personal
'f-\represantative
(KAH I rmff AH3)
",-.' ..
,
STATUS IU:I'OHT UNDEIl HUI&..._/L-_g
Name of Decedent IJU'lW!.-I'. lU_CIINTNF
---~
Datc of Dcath. O/20/9~
I\dmin. No.
Will No. 21_1996-0790
pursuant to Rule 6,12 of the supreme Court Orphans'
Court Rules, 1 report the (allowing with respect to completion of
the administration of the above-captioned estate:
1, State whether administration of the estate is complete:
Yes x No
2, I [ the answer is No, stilte when the personal
representative reasonably believes that the administration will be
complete:
3. If t.he answer to No. ) is Ves, state the following:
a. Did the personal representative file a final
account with the court? Ves No X
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 X No
d, copies of r.eceipts, releases, joinders and
approvals of formal or informal accounts ma e filed with the
Cerk of the Orphans' Court and milY be ~t~ch to this report.
(~4
Signat.ure .
Date: 9 114'Qo
. .
Richard C. RupP
Name (Please type or print)
.1~~ North 21st Street, ste. 205
Address Camp Hill. PA 17011
\717) 761-3459
Te 1, No,
Capacity:
Personal Representative
~counsel for personal
representative
(MAII:rmf/I\M3)
c....
I:d ~ldlr:l0 6661 0;:: 'ddS
t"lZ0 OZL
'Oil :-:1:'.:1
"1~ldl,1 '3 ddn~ l-IO<l.:l
"''''l
I
I
.'
-
~.__..
Z 332 aa3 OO~
P-
Certffiedf..
Sl>Odal~Foe
f\eSlI\<led Oei",ry foe
'"
g;1\elUll1~ShO'l'"'llo
.- Whom & Date [)elvtfed
'E1\eUll_-"-'
.'tl)alO.lMl-'./<IIl'"
g TDTAL Pos1ago & Foe' $
CD
C'1 posvna$ Of Date
E
{l
<II
Q.
,
,'" .
I I. .Con'4N' ~ 1 ondIOf 21...ddI1loNl oeMcH' I also wish \0 recelvelhe
. .COI1llleI._3....ond.b, following seMces lfor en
I \ .Pllriy<NI""'" ondadd....onthO_oI\1l11_..tMI...ean...""'Il'I. extra lee): '
I canllo you, i' ",
t ._ \IlII_lo thO _ ollila mallpIICO, Of on thO bee*"....'" - "'" 1, CI Addressee's Address
I l! .~R_ RocoIpI RoqUOOIod' on thO rnoIpIICO _ thO alllda"'-' 2, CI Restricted Delivery
I to aTh& Rat"'" RtC&ipl'" _'0 _Iha artIcIa was cIoiYacad ond Iha data '6.
I 6 ~ Consull postm8llter lor lee, -
I t 3, ArtIcle Addressed \0:' 4&, AAlc\e Number ~
0:'
I_I) z.:.3ol.-<d~3'OO'1 E
: ~ T'\\CI\I\RD c.,1<u.PP ~ 4b,SeMceType i
18 350 NOR.II-\ 2\~T ~\, -5-rE' 0 Registered )l(cer1lfted ~
\ .31Yo 0 Express Mall 0 Insured .s
II (\ 0 Relum RllClllpllor Merth8/lllS8 0 COD !!l
: c.l\1'\l P Illl.\-. YI\ .11 D\\ ,. -- ~{ . ",'I ~
I 5. Received By: (Prlnt Name) 8. Addressee'S Address (OnlY /I requested 'I!
: ...........
, !I
o
,,..
,.!l
"",,,,,.~.,.:~.,.,...._-.,,.. .
Domestic Return ReceIpt