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HomeMy WebLinkAbout96-00933 PETITION Hm I'IWU,\TE 1I11t1 (ilt,\NT 01-' 1.F.ITEItS ';:;>1-t1lo - q ~~ l:..\lllh' f~r __._9_~,,?!,ge also ktlOlfllll\ -~. K. Alburt __~_George K. Albert n"ll'd\.'.1 Social .\l,<,,,my So. 189-18-7/.88 _._--_.~---"- -'.. "II I" Ul'\'l-lp 01 \\ Ill, lnl tll\,' t 1'11111\ "I CUlllhu r 1 Hud "' llu.' l llllltl\llll\'\,lllh 111 I'L'II11\\hlllllll Thr Ill,titlnll ollhl' umh."'I).'IlI.:d !t'o.pI'dlll'" II.Plll'III' lh,lt "nul Pl'tiliolh..'I("'), \\hlll'" .Ill' I~ \,"11' pi .11'\ in the la..., \\ illllf Ihl' ;1111t\ \' lil'...\'\lrlll, ll.II,'\t ami (l'dil'il("l dil1l'tf 1'1.11\' ,,1<1,,;\: "I. '-,11' . Ill. Ikl."l'lId\.'1I1 \\;,h lh1lllh,'lkd ,II "k,llh HI h.__i~_._ la"l 1.1I11l1~ \11 !,llIkll"'l Il"-ldl'lh t' ,II III ,d,kl .111111' ,H. lilliI' '\1'1\1 1'1, lIuv.\l'd ,I'I 'j) ..,1<" ,II I Clll1lllllr I II III I "l ("'"11(hl't'UII)II\ilI\ia, 'luhl3 1]1, ":. PunH i"l I'l.!l.!l, .ur I,ll l!, 1\ IU ,I ,.n, "",j.! " : .\..1". 'I d . f ---"- -~ --- Ikl'l'mklll,lhl'll 72 \l".\l\ 111,1\,,\"11" t NOV1"!lllh,"r.r "'I,^lt)tJh .1'J._______.._d al Holy Spirit lloSl'ltlll, CIII1II' 1\ I, CIII1I "'.. /I III .U,. - ---'- --.' 1'\"'1'1 a, 10,111"'" .I"d..klll d,.1 "'" '".111\. n." "", ,iiI"',' II .'IIII.lid II'" h... I' .1 d,ild hili II '" adul'lCd arlel e\",,"I11'1I "I Iii,' ,\III "lit" ,'.1 II" \'" ,10,11". n .1'. "", ,I". '" "'" ,., ,I ~ dllll" all.l 1\ i" lie' el adjlldica,cd il1l'llllll'l'll'lIl: ..---- DC:I.:l'IHh.'1I1 al dl'alh I.ml\rd 1'101'1,,'11\ \\1111 nllt1I.Ill'" \,lhll...1 1.lhll\" (Ifdo11lh..'ikd inl'a.1 \11 1'1.'[<1111,111'1111'1.'1,\ tllll01 dtllHkilnlllll'il.1 1'\.'1-.\111.111"111'\."[1\ 1'1 1'\'III1\h,IIII.1 (II UPI dtllllil..'lkd III (',I,' 1'1.1"lIl1.1ll'lII11t"1t\ Iii ( .HIIII\ \'"lIll' III 11'.11 .,:..1011\.' III 1'\.'1111,,1,,1111.1 ..ittlah.:,l it~ Itllhm~' ~ ~ ~ ~ ( ".-,_/:_';._:_.'.-:-- ^--~--_.._"---- .~..----_.-._-_.- --.-------- ---.---- "I the la,' 1\ ill alld clldidi(,) \\ IIUH'I tJlU, I'l'1I11,llll.'II". "'\'1.'.111111\ 1\'1[11\....11'" 111l' 1'1111,.111' I'll'''l'llll'd 1ll'1\.'\\llh lInd llll' ~",11l1 01 "'111.'1', tcH IIl11clltnry 11":1\111. o / I " ( ,I ii, . J ,/ .Ill Michoul ^. ^lhcri 3087 Lyndono Orlv" LllnclIHtur, I'^ 17(,01 - . . - , ~~~----- " " ,'lI , i ,I. .ldlllllll,IJ;l\tt1l1 \1.tl,Il,~.I,;t,) -----.-------- _,_'__H___ - -,--.-.-,----.-- ...----.-....-.- 0..\111 01' 1'E1(SO:\:\1. IU:I)IU':SE:\TATI\'E (''''1\111''' 1\1 III III 1'1"...\1\,"1" ' CIl\ 'I' III ClIflllEIlLANIl ( ,.;:-1 111\' 1';-' 11111li\ 11 .1 .lh l\, ",11IH'\ .,. ,U I ,I . II ,111 It 1111" I ,h,1l I II\.' Q,lll'l1l\.'llh III thl' hlll'l!l1in~ pctitiun arc 11111- 'lid .'11. i .' Iii, t" ! l,j lH t htl'\kdn' .llld h'hl'l nl 1'1'111 hlll\.'H "I aud thai a"lll'r~nnal rcprc,cn~ 1.11 f\ 1'1 ,I II", ,d' .\, .1. \ ,I, Ii! 1'1 Ill;, q'l't 1,1 \\ ill \\lll ,I lid 11111\ .hlll\llli..l\.'! till' l'''lalC :'h:~nnling to la\\'. ..". ,. , / .J ",/,_) t',' J.,., , .q dIll !1" ,I IIpl HI' \ I iI,.11 '" . . - _.,--,~ ~ 10,'1," " ".. ,I.l h LIl..1 I -;;' ~ov"l1Ih"r " l/) 1)f'J.lJ (" g 7lhll,/ .....1fll.'.. tl....I.'\.IIj,. Vb} ~ r~AR'I C'HWIS /1.""", . ....-- !2 }I,/ 0 - 1/) No. 71 - 96 - 9'1 Estate of GEORGE K ALBERT . I>eceased I>ECREE OF I'IWnATE ANI> GRANT 01; LETTERS AND NOW NOVEMBER 18. 19 96 _. in cnnsidcration of thc pctition on thc rcvcrse sidc hcrcof. satisfactory proof having bccn pre,cnted beforc me. IT IS DECREED thai the instrllment(') dated APR I L 19, 1995 describcd therein bc admillcd to probalc and l1Ieu of rccnrd as thc last will of GEORGE K ALBERT TESTAMENTARV MICHAEL A ALBERT and Lcllcrs arc hcrcby gralllcd In '?Jil~(4tYZ~^)eA !}r/(7:bil".. I (/ Reg;,'e! of Wi h . U[j l MARY CLEWIS FEES Probatc. LCllcrs. Etc. ......... Shnrt Ccrtificatcs( 5) ... . . . . . . . Rcnllnciatinn ................ X-PAGES JCP s s s S 6.00 TOTAL _ L1Al:HR ..... .t'lOYE.MBER. .18.. .1.996......... 115.00 15.00 St.<.:=,c,,,, 3". C'L-t:o cJi/?'1 ,\ nORNEY (Sop. CI. J.D. No.1 (' "i/. .:1'.,\1; y\e Rn..J ,"tr J. ~ l"t' I I Ct.- ADDRESS Filcd 7/7 <)l{y-77 /C> PHONE (jf) Called attorney on 11-19-96. ,,' Till'" ,... III \(llll~ Ih.ll IIII' 1I1llflllln 'dll Ilt'lt ,l:" t II h I,d II. t 1\ I' 'I'll , 11":11 .111 '" 'f'll Ii '11.111,,111 ..t \1, .1111 dlll~' llkd ....1111 lilt' .1' lll\ .11 Htf,,".11 Tin '1I1~~IIl,d t{'lt Illl.1I1 '.\ dill\" I, 'I \~ 11,11,\ r.. lll! ....1.11' \11 ,d H", ll.h I Ill,,!, I", I'lllll,llltlll ldlll~ WARNING: It Is IlIognllo dupllcato Ihls copy by photostnl (lr photogrnph. ht'llll t111\lt'lflliLIIL S.',UIl j.........-..~ 4;~\"\W-o.~1'(,f;~-" " "'~/ , ' "*.~ ~"ft." \', ~~"" "'If. . , j'" OJ .. ~ .... - ,~ . . . .,". <,,!', . " Yc ~, "".,.- ,~~ of'09I.fiE~~ ~~.~,,~ IIILII llt'.l:I'''I.lI 3859828 NOV. I ..' 19!111 1).lIl' No. "1051&111..1'1' COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH ... tUft.....-.-f1l sot......UC\#lm'Io!.IV9II1 I.T .. .......ICl'O(tlotlff(f...._~ ... I, L 189- 18 -7488 flnle Albert e Kenneth VNOlII"lAII - - t. Ceor ~n...~ 'VOC1~0l.c..........____~...__ ......... .........r),'l I~O Ulr~I(,;",_ ,....\II'...~ 72 1''' to\.IOI QfOlAI' em, ,ieJ White ............... "-;root-- .;{1 Cumberland .Pennsboro Twp. ."O...J1,....,~,.., """""'" ........W,IUfUI...._ _11......_ -- Olt Iff UI H;I'~ "...-::-=.:::::~ n Ma e an e 1 Colle e O(aDl""......u.HJIoOO"tUl5o'_~""'tetCWlt'l OI(IDI"'" 134 E. Pcnn St. ~~~I II. Carlisle, PA 17013 ~- 1"00 '1 0" " I'-.s.... PA Dof 1""0"""...-....... - M" rllml'lf~rlnnL- ----, n..lLI::;"'-=~" 1olQ1Hllll,.A......... "'-_-..- 1 Elsie Mn \.10 oner HOAow.'.1 tl.I4JlOIO ACON:".s.--. CW"-" SlIot. l.,tGOot 3087 L ndonA Drive, Lancaster, "'-" 0I001f'O$l1Of."__c---..c.---. ~ ._- \.Iestminster Cemetery PA 17601 -'" ,~ r.l'rl'i 0;1,. 'RHlllllOlAYI....._~"' I Hane C. Albert HOIWIoH'I........(1_'""'" Mlch.el A. Albert '<' .......V c-O "--_....0 0lP*&-" 1996 ,.AUIANOAOOIOIUClfHQUT'Y H 012748 L ~'::I"$(_U" ....CASI"UllUl40 Ul 1....--. ...0 .. .,8I .-. '-- :_tIOl_ , i """',., 0_....._-........_.... ...-..........~-.......""'"I I: 'I l) IS "'",.se- WVlCAUIlJ"SY'~!o ..........I~lD COIM'\n'ClHOICAUSI "'........ """"""OI01:Af" twl 01 1I'tAI'" '........0......1 ''''I 01 KNI'I' WJUfl,"'1'I'C)IU{1 DI$tJ'IIKtc;JYfllOJUltl'tItCl.NlIO ......- o o ., o I'VoCI01 ""^""....- ............ltcWJ...... ..-......,~ .~ __ 0 _0 B o o -- .... - ..... ~....""~~ \otAl09~~s.et .. !oIQfoAl"U"l....O I"~I 01 ,,,.. ...0 ..0 .. - .~ eun"ltllo...__ .ClII'twvw.G""IICU.IOI_............,.,...,t_"_".._.tI'tw.....-Il'-..,--,~-:,, ,...."""...,~,...._..-...IIo...I_ttll........_...II.." .................. .........>,. 'J : C IOICI"IO'-HCClIl'I"IWQ,,""CI"IOI''''otC''-Il'~''Q-'''''''''''''''''II'''<-''- "..._....._................_....._."'................_110...'......'1.......-..".." o .1It000001.IJUIlIft:JVC:OIIIOIOlIIl It..:'::' ~::~::.~~...~~~~~I~~I.~: ~":.'.~.~:~~~:~ ~~~.~~ ~~~~~ ~,.'~l~: ~.~~~~: ~.~~~~ ~~~~~~I.~~ 0 ~~t';":"&~ ~~, . ... 'E ~ a ~ - tn ~ ta ,Q \i-t :=a ~ := .- I!i - tn ~ ~ ()O ld -" :rJ S {" , .~ :.:.: -~ ,oj ~',j i-.) " ):: ..... , 1"- ~ "" :oj :0,; w li! o w u . . . . . u O::t ~ o j:t g I: .. 0 ~ 0<0:< Ul w II. dI ti~u1 Z Z a: oJ a:-Ul < 0 ~:J U l: a: Z < ~ ;) a . . . tGust Bill Ult~ Uh!litutltCltt uf I, GEORGE K, ALBERT, of 134 E, PENN STREET, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me, FIRST. expenses be practically I direct that all my just debts and paid from my estate as soon after my and conveniently may be done. funeral death as SECOND, I direct that my remains be interred within my family's burial plot. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave, FOURTH, I give, devise and bequeath all of my estate, real, mixed or otherwise wherever situate unto my son, MICHAEL A, ALBERT, per stirpes, FIFTH, I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. SIXTH. I hereby nominate, constitute and appoint my son, MICHAEL A. ALBERT as Executor of this my Last Will and Testament, In the event of renunciation, death, resignation or inability to act for any reason whatsoever of MICHAEL A, ALBERT, I nominate, constitute and appoint DEBBIE ALBERT, as Executrix of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death, E -- CERTIFICATION OF NOTICE UNDER RULE 5,6(A) NAME OF DECEDENT: GEORGE K. ALBERT DATE OF DEATH: NOVEMBER I J. 1996 WILL NO. }, 'f1t.,,9T3 ADMIN. NO. TO THE REGISTER I certify that notice ofbenelicial interest required by Rule 5.5(a) of the Orphans' Court Rules was served on or mailed to the following beneliciaries of the above-captioned estate on NOVEMBER 1 J. 1996: NAME ADDRESS MICHAEL A, ALBERT 3087 LYNDANA DRIVE. LANCASTER. PA, 17601 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE DATE: NOVEMBER 1",1996 rJ L_~~~u ,/ Signature Name SUSANJ.OTTO Address IIRVlNE ROW CARLISLE. PENNSYLVANIA. 17013 Telephone 717-249-7780 Capacity:_ Personal Representative Counsel for personal representative -1L \0 ..- ~..,. 0 " ~~ $ c:> r; .7; t:C .:> . , l"- I , ' co , W I~. o ~.'1 <) l) l"- t: <DO: !?' .9!::l 0: uu NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY CUMBERLAND PENNSYLVANIA In re Estate of GEORGE K. ALBERT, deceased, ,;,),<'I{.."c,,/33 No. of TO: MICHAEL A, ALBERT (beneficiary) 3087 L YNDANA DRIVE (address) LANCASTER. PENNSYLVANIA 17601 Please take notice of the death of decedent and the grant oflelters to the personal representative named below. You may have a beneficial interest in the estate as follows: Name of decedent GEORGE K. ALBERT Last known address 134 E, PENN STREET CARLISLE. PENNSYLVANIA. 17013 Date of death NOVEMBER II. 1996 Place of death CUMBERLAND COUNTY. PENNSYLVANIA County of grant of original letters CUMBERLAND Decedent died-X... testate intestate. A copy of the wiU-1L is _ is not attached. Name(s), address(es), and telephone number(s) of all personal representatives appointed NAME ADDRESS TELEPHONE MICHAEL A. ALBERT 3087 L YNDANA DRIVE, LANCASTER, P A. Name(s), address(es) and telephone number(s) of all counsel NAME ADDRESS TELEPHONE SUSAN J. OTTO I IRVINE ROW CARLISLE, PENNSYLVANIA 717-249-7780 Additional information may be obtained from the undersigned. Date I,lt{' /1'6 Signature /' ./r.-'-'16- 0..(01/0 Name Susan 1. Otto V Address 1 Irvine Row Carlisle. pa 17013 Telephone 717-249-7780 Capacity: Personal Representative/Counsel for personal representative " W 0- ct," ~c::'" Ua..u "'00 :Z:"'... Ua-t:l a- ct '0- ::lz a:'" a: Q OZ U 0 a- z o ;: <( ,.. ::> a- ::; 'J U :( ~ - II '1 I:,. 'OR DAIIS 0' DIAIH AnER 12/31191 CHICK HIR I' A SPOUSAL POVIRIT CRIDII IS CLAIMID 0 PILl NUMBER 21-96-09 )] COUNTY CODE YEAR M A 0- Z '" Q w U "' Q tl.I'IQII 1 (, ,!,~ ,.......'f\ CO....M0t4WI^thl 0' 'INN!ll'lVANIA mr.ul""''''' or IiIIV(NUI 0ff'1 1IObO I "...."..,,, :.~"" -'- 'DII.{Ltr,1 ~ N"'MlllA~1. 'IA~'."~ IFlllAlI " ., III INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) .N 1]/, E. Penn Street CarllHle, I'A 17013 189-18-71.88 C] I Original Return [)Al[ Of u~CiAlTOr,jN tt 11-11-96 11-17-21. COli"" CutnherLlInd o 2, Supplomonlal Rolurn 03, o 5, Remainder Return (far dOlo. of doa,h priarta 12.13.S: fed.ral Eual. Tax Return Required Total Number of Sof. Doposit Bo);c _S, DlIncan & Otto, P.C, I I rvine Row Carlisle. I'A 17013 111 17 (")(") r,: ";.- _~ I, .., '0 '~l -n:I:1 _.tD o Ao. Futuro Inlel.lt Compromise Ifar dol.. of doalh ohor 12.12.S2) G: 6. Oecodent Died hllar. 0 7. Docedent Moin,oined 0 living Tru" IAllach copy of Will) (Allach copy of T ruU) ALL CO~nESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. ""AMt QMPL M.AIUNG ADOR 1. Renl Eual. (schodulo A) ( t) ;:, Slack. and Band. (Schodula B) ( 2) =, Clo.nly Held slock/Portno"hlp fnloroU (Schedulo C) (3) J, '^orrgago. ond NOlO. Rocoiyable (Schodulo D) ( 4) 5, Cmh. Dank Dopa.i.. & Miscollanoau. Po "anal Praporty( 5) 6 1 , 146114 (schedulo E) 6, Jainlly Ownod Proporly (Schodulo F) 7, Tran,fars (schodufe G) (Schedule l) S, T 0101 Grou Auo.. (Iolallin.. 1.7) 11,230,14 Q. funeral Expenses. Administrative Cosu, Miscollaneous ( 9) Expon.e. (Schodule H) 10, Dobl., Marlgoge liabililio.. lion. (Schodulo I) I t. T 0101 Ooductian. (10101 line. 9 & to) 12, Not Value of Ella'e (line S minus lino II) t 3. Charilable and Goyernmenlal Soquo... Ischodule J) .1J. f'ltlt '1alue Subjed to Tall( (line 12 minus line 13) 115, Amcunl of fine 14 ta.oble 01 6% ra'o (Indud. yaluo, from schodule K or schod,lo M,) t 6. Amounr of line 14 taxable at 15% rale (Indud. yoluo. from schodule K or Schodul. M,) 17. PrinClool tax duo (Add tox from line 15 and from line 16.) ! 10. ::::;irs Spousal Poverty Cradil Prior Paymonts Discount '"'erell I + + 142.01 1":'1 l: 1;,10 '8 is grealer than lino 17, entor tho difference on line 19. This is the OVERPAYMENT. I ~= .20 If 'in~ 17 is grealer than line IB, enler ,he diFforence on line 20. This is the TAX DUE. I ~. E="lor the inlolaS! on tho balanco duo on line 20A. I Q, <n,er ,he 10101 of line 20 and 20A an lino 20B. Thi. i. Ihe BALANCE DUE. I Moke Chock Povabl. '0: Rogl.tor of Will.. Agon' All)crt. GelJrgu K. ~OCl^L ~i.:.uNII'f' NUMI R r: J. limited Estate Susan J. Otto lUPt1C,):ll tlUMIIER 249-7780 , " i:;] I _J ( 6) (7) -, .~ z o ;: :3 ::> ... a: c( U "' a: T )~ m ( S) 61,279.26 (10) 344.97 (11) (12) (13) (141 11,575, II 49.704.15 (t5) 49,704,15 ".06 = 49,7~4,;; 2,9 2. (16) " ,15 = (t7) (1S) 142.01 (19) (20) 2,840.24 (20A) (20S) Chetkthero.l:if!You-orenequesling-o'rofund:of your overpayment. .... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.... Undor pltnchies of D:l'lurv. I declare rhot I have uarnined this refur", including accompanying schedules and Ita'ements, and 10 rhe be.. a. my ~nowl.dge and belief. it is truo, corretct and tamnlote. I declare rhot 011 real 1111010 has been reported 01 'rue markel value. Declarotion of preparer other than the personal representative is based on oil inbrmo'loJn 0' which preparer has any knowledge. SlQNl.tUR[ Of F(O:;'OH r~roN~18lE A'IUN AU ADDRESS <o__~ \ DAlE r ,/ - -. ) '1 / 71 'i 7 'V':';'l.i .."",<C" " H AOO,' ,} 7 OA" I ' ." ( ')".,,., IJ7, (~:,(;", f.....J/ 7/'1-' , I . COIOSI.1IOS U.1nll N" PO 001 7616 Ptlll.1dctphta PA 1!) 101.7618 Decembcr II. 1996 Susan Otto Attorney at Law One Irvine Row Carlisle. P A 17013 RE: Eslate of: George K. Alben Dnte nfDenth: November 11. 1996 Dear Susan Otto: . CoreStates Bank In response to your leIter, please be advised that the decedent held the following account(s) with our bank as of the date of death: ACCOUNT # ACCOUNT TITLE Savings 8338131705 George K. Alben Interest Earned January I to November II, 1996: $396.41 Savings 8338196408 George K. Alben Interest Earned January I to Novembcr 11, 1996: $801.55 1 trust that we have been of assistance to you in this matter. Sincerely, CORESTATES BANK. N.A. U L: C CL-/,,: ,: _...../ /vl 4f. ./ " (1):1''- Eileen G. Caschera EGC/mnl223 DATE DATE DATE OF DEATH OPENED CLOSED BALANCE 09/23/86 11/20/96 10,000.00 09/30/88 11/20/96 50,000.00 IN REPLY REFER TO: REPORTING SERVICES =c 6.9Q.3-235 ,JO E.;QX 1102 RE./.\DING, PA 19603 610-655.3353 ACCR. lliL 36.08 110.06 IIYUIlU. (7.111 ITEM NUMBER o.~.~ 1'#(, .." - COMMONWfALJH O' PINNSYlVANIA INHUlfANCI TAl UTUIN .UIOfNT OfClOlNT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plio,. Print or Ty I I E UMBER 21-96-0933 . Albert, George K. DESCRIPTION AMOUNT A, Fun.ral Exp"n...: ,. 2. 3. B. " 2. 3, 4, C. " 2. 3. 4. 5, 6, 7, 8. Hoffman Roth FlIneral Home, Inc. 6.961.00 Westminister Cemetery 733.00 Mourning Expenses 199.28 Admlnl.tratlv. Ca.h. Personal Representolive Comminlons Social Security Number 01 Personal Representalive: Yeor Commillions paid Attorney Fees Duncan & Otto. P.C. 3,063.96 family Exemption Claimant Addrell 01 Claimant 01 decedent's deoth Street Addrell Relalionshlp City Slate Zip Code Probote Fees 141.00 MI...llanlou. Explns..: Cumberland Law Journal Legal Ad, 60.00 Evening Sentinel Legal Ad. 56.90 Filing Fee Inheritance Tax 15.00 TOTAL (Also enter on line 9, Recapitulation) (II mare .pace I. n.lded, In..rt additional .heeh of sam. Slzl,) S 11.230.14 tGust lIi11 Ull~ IDcstumcllt l1f I, GEORGE K, ALBERT, of 134 E. PENN STREET, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me, FIRST, expenses be practically I direct that all my just debts and funeral paid from my estate as soon after my death as and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot. THIRD, I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave, FOURTH. I give, devise and bequeath all of my estate, real, mixed or otherwise wherever situate unto my son, MICHAEL A. ALBERT, per stirpes. FIFTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. SIXTH. I hereby nominate, constitute and appoint my son, MICHAEL A. ALBERT as Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of MICHAEL A. ALBERT, I nominate, constitute and appoint DEBBIE ALBERT, as Executrix of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND I, GEORGE K. ALBERT, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. EAI.. "'d k ~ ~~K. ALBERT Sworn or affirmed to and acknowledged before me, by GEORGE K. ALBERT this 19th day of April, 1995, \^)o..~L~- Notary Pub () NOTARIAL SEAL WENDY 101, SIWFER, NOTARY PUBUC CARLISLE ecR~. CUMCERlJJlD COUNTY MY COMMISSION EXPIRES AUGUST 3, 1996 COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND We, S~o.",:;S-, Oi:.'to and fyr>l-t... Co.. L. J;)a e/f:he witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw GEORGE K. ALBERT sign and execute the instrument as his Last Will; that GEORGE K. ALBERT signed willingly and that GEORGE K. ALBERT executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by <::,.......c......,. <;; Oftc and ~~O-L -r>.,...., , witnesses, thi~ 19th day of April, 1995. j!, -<AU-v> O' {f!tft; 0}JL~' ~~ \AJ,. 0 L~~ Notary Publ'i6 (S tlOiARIAL SEAL WENDY .... SNA~fEr.. NOTARY PUBUC CARLISLE eORO. CUMeERlJJlD COUNTY MY COMMISSIO~ EXPIRES AUGUST 3. 1996 UNO, AA 185149 '* lNoIW'II"'oIJ COMMONWEALTH OF PENNSYLVANIA DI'ARTMINT O. RIVINUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED FROM: 6 ACN ASSESSMENT P:' CONTROL ~ NUMBER AMOUNT SUSAN J OTTO ESQUIRE 101 '12,052.00 1 IRVINE ROW CARLISLE, PA 17013 ESTATE INFORMATION: 1:1 FILE NUMBER g 21-1996-0933 I:t NAME OF DECEDENT (LASTI i:iI ALBERT GEORGE K ~ DATE OF PAYMENT Iii 02/07/97 m POSTMARK DATE COUNTY SSN 189-10-7488 (FIRSTI (Mil CUMBERLAND DATE OF DEATH 11/11/96 REMARKS CORESTATES DANK N A C/O SUSAN J OTTO ESQUIRE m TOTAL AMOUNT PAID $2,852.80 DO SEAL CHECKlI ll159587 '.-' , ' RECEIVED BY SIGNAtURE. REGISTER OF WILLS MARY C. LE.WIS REGISTER OF WILLS , ., . . .-_1 -~ _ . __ ___.- ~.'~..lIlI. _ -"~u.'V ~.,... "J - /-/(, '/0 BUREAU OF INDIVIDUAL TAXES .Nt:AIlAHC[ fAX DIVISION DCPI. lIGU! twtRlSllMO, PA l1UI.OUl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE e NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX SUSAN J OTTO DUNCAN 8 OTTO 1 IRVINE ROW CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-19-97 ALBERT 11-11-96 21 96-0933 CUMBERLAND 101 A..ount R..1tt.d PA 17013 *' U'.I"""'" IU.1I1 GEORGE K 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 .. iiiv:iS4i-EXuAFi'--foi-:9'fj-NOYicEuciF-YNHEiiifAiicE-YAX-A'ppRA'isEilENT-,--AiTciwANCE-iili---u---um---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ALBERT GEORGE K FILE NO. 21 96-0933 ACN 101 DATE 05-19-97 APPROVED DEDUCTIONS AND EXEMPTIONS: 11,230.14 9. Funeral Expans../Ad.. Costs/Hlse. Expans.. (Schedule H) (9) 10. D.bh/Hodu.u. Lhbll1U../lI.n. tSch.dulo II tlO) 344.97 11. Total Daductions UU 12, Hot V.l... of T.. bturn tl21 13. Charltabla/Govern..nt.l Beque.t. (Schedule J) (13) 14, N.t Volu. of E.ht. Subjoct to T.. tl41 NOTE: If an assessment was issued previously, lines 14. 15 and/or 16, 17 and 18 will reflect figures that include the total of Ahh returns assessed to date. ASSESSMENT OF TAX: 15, A.ount of Lln. 14 .t Spou..l r.t. (151 16. A.ount of Lin. 14 t.xable .t Lin..I/CI... A rat. (16) 17, Aoount of Lln. 14 t..obl. .t Coll.t.r.l/Cl... B r.t. (17) 18. Principal Tax Du. TAX CREDITS: TAX RETURN WAS, I X I ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule AJ 2. Stock. ond Bond. ISch.dul. BI 3. Clo..ly Hald stock/Partnership Intere.t (Schedul. CJ 4. Hortgages/Note. Receivable (Schedule DJ 5. Ca.h/Bank Deposits/Hi.c. Per.onal Property ISchedule EJ 6. Jointly Owned Property (Schedule FJ 7. Tran.fers ISchedule G) B. Tot.l A...t. III 121 131 141 151 1&1 171 .00 133.12 .00 ,00 61.146.14 .00 .00 IBI .00 X ,00= 49,704,15 X ,06= .00 X ,15= tlB) PAYHENT DATE 02-07-97 RECEIPT NUHBER AA185149 DISCOUNT I') INTEREST/PEN PAID (-I 149,11 AHOUNT PAID 2,852.80 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, NOTE: To insure proper credit to your account, sub.it the upper portion of this far. with your tax pay...nt. 61.279,26 II .~7l; 11 49,704,15 ,00 49,704,15 ,DO 2,982.25 ,DO 2.982,25 3,001.91 19.66CR , DO 19,66CR I IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I - -. -.- .. ~-; :-., .' ':1 RESERVATION: Elt.t.. 0' ~edent. dying on or be'or. Dec.-b8r ll, 1982 -- I' any future Intlr..t In the ..t.t..I. tren.f.rred In po.....lon or enJov-.nt to Cl... I (coll.t.r.l) b8n8'lcl.rl.. 0' the dec.dent .ft.r th. .xplr.tlln 0' any .,t.t. 'or Ilf. or for v..t., the C~..lth hereby ,xprl..ly rl..rv.. the right to appr.I.. and ...... tr~f.r Inh8rltencl T.xI. .t the lewful CI... I (coll.t.r.l) r.t. on eny .uch future Int.r..t. ~ """"""'llf NOTICE r To fulfill tM requlr...,," of S.ctlon llltO of the Inh8ritlW'lC' end E.t.t. T.x Act, Act 21 of 1995. (12 P,S. Section 9UO). PAYMENT l Detach tM top portion of thlt Hotlu and subeit with your pay.."t to the R.ghter of WHh prlnt.d on the nv.rs. .Ide. --Hek. cNck or lIOney order payabl. tOl REGISTER OF MILLS, AGENT RERJm(CRh , nfund 0' . tax credit, which w.. not reque.ted on the Tax R.turn, ..., be reque.ted by c~l.tlna an .Appllc.tlon for Alfund 0' Penn.ylvenle Inn.rltanc. and E.t.t. Tax. (REV-ISIS). Appllc.tlon. .re .v.llabl. .t the Office of the R.ghter of WHit, en., of tM lS A.vlnu. Ohtrlct Offlc.., or by ceiling the 'PR181 21t-hour answ.rlna ..rvlce nu.b.r. for for.. ord'rl";l In Penn.ylvanla 10800-3620Z050, out.ld. P.nn.ylvenl. and within loc.1 H.rrlsburg .r.. (111) 78708094, TOO' (717J 77Z-Z2S2 IH..rlng I.palr.d Only), OeJECTIOHS: Any p.rty In Int.r..t not ..tl.fl.d with the appr.I....nt, .llow.nc. or dl'.llowanc. of d'ductlon., or ........nt of t.x I Including discount or Int.r.st) as .hown on thl. Hotlc. .ust obj.ct within .Ixty (60) da.,s of r.c.lpt of thlt NoUce by: AOftIN ISTRATJVE CORRECTlONSl --written prot..t to the PA Oep.rt-.nt 0' R.venue, Bo.rd 0' Appea", Dept. lal021, H.rrlsburg, PA 17121-1021, OR ".lectlon to have the ..ttlr deterllned at audit of the ecCCMont of the plrson.l represent.tlv., OR --eppeal to thai Orphan.' Court. Factual .rror. dlscovlr.d on this as..I'.lnt lhould b. .ddr....d In wrltln; tal PA a.part..nt 0' A.Venul, Bur.eu of Indlvldu.1 T.XI', ATTN: Po.t A......ent A.vl.w unit, aept. Z80601, H.rrllburg, PA 171ZI-0601 Phone 171?) 78106505. s.. P&Qe 5 of the bookl.t -In.tructlon. for Inheritance Tax R.turn 'or. R..ldent Dac~t. CREV-ISOI) for en axplanatlon 0' ~lnl.tratlv.lY correctabl. .tror.. DISCOCMTI If any tax due I. paid within thr.. (3) celendlr IOnth. aft.r the decadent". de.th, a five p.rcent I$X) dl.count of the tax p.ld I. .llowed, PEHAlTVI The 15% tax BInI.ty non-p.rtlclp.tlon penelty I. coaputad on the total of the tax and Int.r..t ......ad, end not p.ld be'ora January 18, 1996, the flr.t day .fter the and of the tex aanesty period. Thl. non-plrtlclp.tlon pent I ty II liPPI.llbl. In the .... .8fVMlr and In the the .... U.. per lad at YOU would lptM.l the tax end Intlr..t thet ha. been .'II..ad .. Indlc.t.d on thl. notlc.. INTEREST I Intera.t It chargad be;lr.d,. with first day of thllnquency, or nl". (9) IOnth. end OM (1) dey froe the date of ~th, to the dal. of p.r-ent, Taxa. which ~ thllnquent before January I, 1982 blar Int.r..t .t the r.t. of .Ix C6~) percent p.r annu. calculaled at . dilly r.l. of ,DD01~. All taxI' which bee... delinquent on and Ifter January I, 1982 will bear Int.rl.t .t . r.t. which will vaty 'rOl c.lendar y..r to cellndar r..r with that rat. announced by the PA Depert.ent of R.venue. The appllcabl. Int.r..t r.t.. for 1982 through 1997 ar.l ~ Tntere.t "at. Dally Intlr..t rltctor !!!!' Int.re.t Rat. nally Int.r..t Factor 1982 "X ,ODO~1t8 1987 'X ,DOOZU 1983 16;( .00008 1983-1991 11;( .000301 I... IlX ,DOOnl 1'" 'X .000Z1t7 1985 UX .ODD3S6 1993019lM T< .0001'2 1... lOX .DDDZ1,. 1995-1997 OX .DOOZIt7 . --Interllt I. calcul.tad .. foUow'l INTEREST . BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTOR o-Any Hotlc. h.ued .fhr the hx beco... d.lInquent ..Ill reflact en Internt nlcul.Uon to fifteen Cl5) days beyond the date of tM .......ent. If pay.ent Is .eeSe after the Intere.t coeput.tlon data shown on the Hotlc., additional Int.r..t .ult be c.lculated. PAYltEHTr Detaoh the top ""tlon of thh Notice and .watt ",tth your pl!Iyaent aad. plyabl. to the nu. and addr... pl"lnted on the rever.. .Idfl,~ If R[SIOCNT DECEDENT aue check or "MY ard.r plyable tal REGISTER OF WILLS, AGENT, If NOH-RESID[NT DECEDENT .... ch.ck or laney order payabl. tal COMMONWEALTH OF PENNSYLVANIA. REfUND (CA): A r.fund of . tax credit, which "". not reque.ted on the Tlx Return, aay be r.que.ted by co~lltlng an .Appllcatlon 'or Ae'und a' Penn.ylvanla I~rltance and Eltatl Tlx. (REV-Ill)), Appllcltlonl '1" lvallebl. at the O"lce 0' the AIgl.t.r 0' Willi, any 0' thl 23 A.venu. Dlltrlct Of'lc.. or froe the Dep'rt.ent'. 24-hour en'Wlrlng I.,.vlce nuablr. fa,. for.. ord.,.lngl In Penn'Ylvanll 1-100-362-2050, aut.ld. Pennlylvanl. IInd tllthln locI I H.rrlsburg '1'" (111) 787-1094, TOO' (717) 772-2252 (H..,.lna blpllred only), REPlV TO: Queltlon. r.glrdlng '1'''0,.. contllned on this notlCI should be Iddr...1d tal PA O.pertlWtt 0' A.VWlUl, Bu,..eu of Individual Tax.., ATTNI Po.t ,......ent A.vl.", unit, Dept. 280601, Hlr,.l.burg, PA 17128-0601, phone (717) 711-6505. DISCCDrT : If '")' tu due h P.ld ",tthln thr.. U) calandar aonth. afhr thQ dlcedll"lt'. death, I five percent tS:() discount 01 the tax plld h IUOVId. PEHALTY: The ISX tax eana.ty non-p.,.tlclp.tlon penalty I. coaputad on thl total 01 the tax and Int.r..t a.....Id, and not Plld bafor. Janua,.y II. 1996, the Ilr.t da)' 1ft.,. the and 0' the tax aenllty p.,.lod, INTEREST I Int.r..t I. charged beginning ",Ith flr.t day of delinquency, 0,. nine (9) .onth. IInd one (I) d8y '1'01 the date 01 dllth, to the d.t. 0' PlyaWtt, rlx., which beca.. delinquent be'ar. January I, 191Z b..r Int.,...t at the ,..t. 01 .Ix (6X) p.rcent P'" annua c.lcul.t.d at a dall)' rlt. of .0001~. All tax.. which beea.. dlllnquent on and a,t.,. Janu.ry 1, 1912 "'III bea,. Int.r..t It . rat. which "'Ill vary f,.oe cal.nda,. y.a,. to c.landa,. )'..,. with that rat. ennouncld by the PA Depa,.tlant 01 Aevenue. The appllcebll Int.r..t r.t.. for 1912 through 1997 are: v..,. Int.r..t Rate Dally Intere.t Facto,. Yea,. Interut A.te Dally Intere.. Facta,. 1911 2.2 ,000541 1917 92 .000Z47 1981 162 .0DOUa 1911-1991 11% .000301 19.. 11% ,000301 1992 92 ,000247 1915 132 ,000356 1993-1"" 12 .0110192 1... 1.2 ,000274 1995-1997 92 .000247 --Interut h cllculltlMt II 'allow. I INTEREST . BALANCE OF TAlC UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. I..ued .ftl,. the tIX beeDle. delinquent will reflect an Intlre.t celculltJon to Ilfteen (IS) day. beyond the dlt. a' the ........"t. If PIYMnl .. aada 1ft.,. tM Int.rut COlllpUtltlon data IhotIn on the Notlc., addltlONI Int.rut .u.t tM cllcul.tld, Name of STATUS REPORT UNDER RULE 6,12 Decedent: )~1 ;( tiillilA.f Death:---1I, ; I / "~I, , /f90.UO;J33... Admin, No. Date of Will 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 the above-captioned estate: 1. State wgether 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 repr~ntative 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 a' ched to this report, Date: /0- ?-f7.Jf 4n fi! tOftt/'; Name (Please type or print) ,;7 J 7/2 II; f,)(-'J=?c.'I) (!4eL,sk T4- Address / 7CJ/.3 ( 71/l :) </.f) - /77[;0 Tel. No. Capacity: Personal Representative ~counsel for.personal representatlve (MAH: rmf/ AM3)