HomeMy WebLinkAbout79-00380
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No 21-79
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PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of . .....
.. Jobn-l~cA. Uld.ch
...____.., deceased,
To Richard E, Andersonl Register of Wills for the County of Cumberland,
In the Commonwealth ot Pennsylvania,
IS
Petltloner(li) fJ/~ the execuLd.x .._ . named In the Last Will and
Testament of ___..._.._._.J.olm.MoA.__U~J:j,ch.__ .._. -...-,-. dated .Mgy_J,_.J..21Jl...-,
Decedent was a citizen of the United States and a resident of
YfllY>'f)5Np
Borough, Cumberland County, Commonwealth
Camp lIill
of Penrlsylvanla.
Decedent died on _->9unday the ._2.th____, day of,_...I.ulle----,
A. D. 19...21_, In the County of __.__D.a.uuh.in._. ---, State of
pennsy1 vania at the age of 73 years,
lidS" MS ~
Decedent has not been married and has not had children barn to him
since the execution af the above described Will.
Decedent was possessed of personal property to the value of
$7500.00 and of real estate to the value of
None
as near as can be oscertained; sold real
estate situated as follows __no.t...J;W_pl.ic:ahlA
WPWI
Therefore, your petltloner(r) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon,
Doted JUnA 2-0, 1979 _ ,/ .. I / . /
,;k,/> L J. (.1.1, <-Ii.
Name and address ______.__Jl~ T. 1l1rich
of Petitloner(s)
2621 Lincoln street
Camp Hill, Pa. 17011
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF CUMBERLAND \ ss
Hazel T. U1r.ich
..._-~----
named in above application, being duly __.._Jl.WQL'.n-~-- according to low
say(s) thot the statements set forth in this petition are true to the
best of _.~)8r_._._ knowledge and belief,
SW~._ to_ and subscribed before .---\ '~~j~{ ~f l~ll'~l~l/
me, _..+{_ _'.T...-.-.~.~~O-~~._-. 19..2.9....
\ \\ (. .,..
___ ._...H '~_~~YJ--~\-- ._.._
Richard E, Anderson, Register
...-----..-----..-...
,-..---~.._--,-_._------
,\ 1\1.
Filed;
<:;J/. 7,/- ,.3,,? il
Juno / (, 1. I) 7 'l
Altorncy:
,
, \1'
William D. BORwe11, Esq.
31.5 N. Front Str.oet
I1urrisbllr<J, I'll. 17105
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:
LAST WILL AND TESTAMENT
OF
JOHN McA. ULRICH
I, JOHN MeA . ULRICH, of the Dorough of camp Hill, county.of
Cumberland, Commonwealth of Pennsylvania. being of sound and dis-
posing mind and memory and not acting under undue influence of any
person whomsoever, do maker publish and declare this instrument to
be my Last Will and Testament, in manner and form followingl
FIRST I
testamentary
made by me.
SECOND I I hereby direct my Executrix or her successor, herein-
after named, to pay all my just debts. expenses of administration
and funeral expenses out of my estate, as soon as it is practicable
after my decsase.
I hereby expressly revoke all Wills, codicils and
writings of whatsoever kind and nature heretofore
THIRD I All the rest, residue and remainder of my propertYr
realr personal and mixed, of which I may die seized or possessed.
or over which I may have the power of testamentary dispositionr of
whatsoever kind and wh~resoever situate, I giver devise and bequeath
unto my wife, HAZEr, T. ULRICH.
FOURTH I In the event my said wife, HAZEL T. ULRICH. should
predecease me, or ehould we die at the same time. as the reeult of
the same accident or disaster, or during a joint last illness, or
under circumstances that are such that the order of our deaths cannot
be ascertained with reasonable certaintYr then and in any of such
events, I hereby give. deviee and bequeath my said residuary eetate
unto my son. JOHN MeA. ULRICH, JR., in fee eimple.
FIFTHI In the event of the occurrence of the predeceaee or
simul taneous decease of my wife, HIIZEL T. ULRICH, as recited in the
previous paragraph of this my Last Will and Testament and in the
further event of the predecease or simultaneous decease of my son,
JOHN MeA. ULRICHr JR., then and i,n those events. I direct that my
residuary estate be distributed as followsl
(a) I give and bequeath unto my daughter-in-law.
JOAN D. ur.RICH, the sum of TEN THOUSAND ($10,000.00) DOLLARS.
(b) I give. devise and bequeath the remainder of my
residuary estate unto the DAUPHIN DEPOSIT TRUST COMPANY and JOAN D.
ULRICHr in trust, nevertheless, for the following uses and purposeel
1. All of ~uch money and property co~stitutin9
this Trust and all income therefrom shall be held, usedr applied and
disbursed and distributed, at the discretion of the Trustees, as
hereinafter more particularly sut forthr and exoept as providsd for
herein, for and to the benefit of my grandchildren, JOHN MoA. ULRICH,
III and JULIE B. ULRICH, the ohildren of my son and daughter-in-law,
and for any other child or children b/ilrn of the marriage of my said
son and daughter-in-law.
2. 1.11 tho money and property coming int.o the
hands of my said Trustees under this 'l'rust may be held, invested
and administered as one Trust, or, in the Bole discretion of the
Trustees, may be divided into as many Trusts as there are individual
beneficiaries of income, and, subject to the provisions hereinafter
set forth for the payment direot to a beneficiary after attaining
his or her majority, all income remaining each year not used for the
benefit of a beneficiary or beneficiaries hereunder shall be added
to principal.
3. The Trusteee in their sole discretion may pay
or use t:he income or so much thereof as they shall desm advisable
and so much of the principal as they shall deem advisable for the
proper, maintenanoe, education. support and welfare of each and all
of ths beneficiaries, hereinabove named. in such amounts and in such
proportions as they, in their sole discretion, shall deem proper.
It is my desire that this Trust estate herein created by this Last
Will and Testament be adminietered and used by my said Trustees for
the best intorests of my said grandchildren, now living, or after
born to my said son and daughter-in-law, to the fulle st extent. possible.
4. Upon any beneficiary hereunder attaining the
age of twenty-one (21) years. the Trustees shall, in their sole dis-
cretionr semi-annually thereafter, determine the amount of net income
of this Trust which shall be allocated to such beneficiary and shall
pay the same to such beneficiary, retaining any balance of net inoome
to be distributed and paid in the Trustees" discretion to or for the
use of the beneficiary or heneficiariee not having attained the age
of twenty-one (21) yeare or for distribution to such beneficiary or
beneficiaries subsequent to their attaini.ng the age of twenty-one (21)
yel\rs,
5. Upon any beneficiary attaining the age of twenty-
five (25) years, the Trustees shall pay and distribute to euch benefi-
ciary said beneficiary"s proportionate share to which said beneficiary
shall be entitled, free of trust. The Trustees, however, shall con-
tinue to administer the Trust as to the beneficiaries under the age of
twenty-five (25) years, uninhibited.
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6. It is the trus intent and purpose of the
Testator hereinr and this Trust shall be so oonstrued as to effeot-
uate the same, that the Truetees in making paymente to or for the
use of the bensfioiariee hereunder, shallr in their sole disoretion,
have full power and authority for any reason whioh in their judgment
shall be suffioient to depart from equality of treatment as among
beneficiaries. More partioularly it is my intent herein that. the
Trustees may depart from equality for reasone including, but not
limited tOr a beneficiary being or becoming physically or mentally
handicapped, requirements for the maintenance and support of their
immediate family becoming unusually unbalancedr their d!ffed.ng edu-
cational needs, unbalanced gifts previously received from pal:ents,
grandparents or others, and any unbalance in the amounts previously
received under this Trust.
7. In addition to the provisions as to payment
and distribution to my named beneficiaries, my grandchildren, now
living or who may be after born, I hereby direct that my corporate
Trustee shall have the right to use principal of this Trust in the
event of an emergency for my daughter-in-law, JOAN D. ULRICHr pro-
viding she does not remarry. The emergency to permit such use of
principal shall, however, be limited to emergencies occasioned by
illness or accidental injury of my said daughter-in-law, JOAN D.
ULRICH, the use of principal being to medical, nursing and hospital
care and related maintenance and support costs during such illness
or duration of injury, provided the separats income of ths said
JOAN D. ULRICH is not l3ufficj.snt on its own to cover the costs thereof.
8. My hereinbefore named Trustees ",hall hold all
of the principal and all of the income of the money and property
coming into their hands under the terms of this Trust free and clear
of the debts, contracts, engagements, alienations and anticipations
of any and all of my said named beneficiaries.
9. The Trustees ehal.l be vested wi.th reasonable
diecret.ionary powers and in all matters not otherwise herein speci.-
fioally provided, they shall exercise their soundest judgment and
discretion in the performance of their duties hereunder. Said Trus-
teos shall not be liable for any error of judgment provided such
error is honestly made.
10. I give and grunt unto my Trustees, and any
euccessor. the following powers which shall be construed broadly
and which may be exercised by them, as in their discretion shall
be advisable, in addition to and not in limitation of their oommon
law and statutory powers I
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. (1) To allot, aS8ign, oare for, oolleot, oon-
traot with respeot to, oonvey, oonvert, deal with, dispose o~, enter
into, exohange, hold, improve, invest, lease, manage, mortgage, grant
and exeroise options with respeot to, take possession ofr pledge, re-
oeive, release, repair, sell, sue for, and, in gsneral, to do any and
every aot and thing and to enter into and carry out any and every agree-
ment with respeot to the property inoluded in any Trust oreated in this
Will which they could do if they were the absolute owners thereof.
without being limited in any way by the specific grants of power here-
inafter made.
(2) To retain for Buch time as in their judgment
may seem advisable all or any part of my property or assets whiohat
any time shall constitute a part of the Trust herein provided for.
(3) To sell or exohange, either privately Dr
at publio sale and without prior approval of any court, at such time
Dr tin\es and at such price or prices and on such terms and conditi.ollS
as the Trustaes may consider advisable, all or any part of the Trust
property, real, personal Dr mixed. and to execute, verify, aoknowledge
and deliver all deeds, bills of sale, Dr other documents which may be
neoessary or proper in the exercise of such powers without liability
on the purchaser or purchasers to look to the application of the pur-
ohase pricls.
(4) To manage any real property held by them in
such manner as they may determine, including authority to alter, re-
pair, maintain or improve such property as hereinafter set forth, to
mortgage such property in suoh amount. on such conditions and at such
rates of in'l:erest as they shall deem advisable 1 to abandon such pro-
perty, to adjust boundaries. to erect or demolish buildings thereonr
to convert for a different use. to dedicate for public use without
oompensation, to grant easements and rights-of-way, to waive payment
for property taken by right of eminent domain and to claim and nego-
tiate for payment for property so taken, to insure for any or all
risks, to grant options, to pa.rtition, to enter into party-wall cpn-
tracts, to protect out of the general funds of the Trust created
herein, to insure or perfect title, and to charge the coat of any
action taken with regard to any such property to principal or income
as they may determine; To make all ordinary repairs to any real es-
tate held by them and such extraordinary repairs, alterations Dr
improvements as they may deem advisable and to charge all ordinary
repairs against the income and all extraordinary repairs, alterations
or improvements againl3t the pri.ncipal of the Trust herein created of
which the property being repaired, altered or improved forms a part.
".
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(5) To lease any real estate subject to the
Trust herein created for such term or terms, and for such rental
or rentals, and under sllch covenants and agreementlil flS may, in the
discretion of the Trusteesr be considered for the best interest of
the Trust estate. The Trustees shall racognize existing leases,
but shall have the powel' to agree to modi.Eication of, or amendment
to, the terms of exieting leases or to extensions or renewals thereof.
The Trustees shall have full authority to acquiro by purchase, gift
or otherwise, and to resell, receive, hold. manage and control real
eetate, and any other interest therein, liIubject to the Trust. and to
do all things necessary or pl'oper in tho performance of such functions.
(6) To invest, and from time to time to reinvest.
to acquire, and to retain temporarily or permanently the Trust estate
received or held by them in cash or in any kind of real or personal
property, foreign or domestic, including by way of illustration, but
not by way of li.mitation, common or preferred stocks, invostment trusts,
mutual funds, common trust funds. voting trust certificates, bonds,
mortgages. debentures, notes, unsecured obligations, wasting assets,
or investments which are unproductive, overproductive or underproductive.
as in their discretion thay may deem advisable, and without regard to
the proportion that any such investment may bear to the total trust
fund or the relat,i.on it may bear to the type or character of other in-
vestments in the Trust estate, or to the effect such investment may
have upon the diversification of the investments in the Trust estate
and tMyshall not be restrioted in their choice cf investments to such
investments as are permissible for fiduciaries under any present or
future applicable law, it being my intsntion to give my Trustees power
to act in such manner as they shall b.llieve to be for the best in-
terest of the Trust created herein.
"
(7) To pay income tax on gains from the sale or
other conversion of capital assets out of the proceeds thereof.
(8) To amortize, accelerate payment of, reduce,
extend, modify, settle or liquidate any lien, encumbrance, mortgage,
or other charge against any real 0state or other property which may
be subject to this Trust. The Trustees shall specifically keep and
perform all of the covenants. terms and conditions of any existing
mortgage or mortgages upon said real estate, on the part of the mort-
gagor required to be kept and performod and shall have full power
and authority, with the consent of the mortgagee or mortgagees, to
refund, replace, extend or otherwise amend the same, and to antici-
pate and accelerate any periodical payments therein required.
(9) To subscribe for stock allotments and to
exercise all rights and privileges pertaining to securities which
are available to the owners thereof.
,'.
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(10) To reoeive or make distribution of any
Trust herein created, either in money or in kind, or partly in money
and partly in kind. The judgment of the Trustees as to what shall
constitute an equitable distribution or apportionment shall be bind-
ing and conclusive upon the beneficiaries hereof. Nothing herein
contained, however, shall empower the Trustees to maks distribution
before the time or times specified herein.
(11) To pay, colleot, oompromise, sue for or
contest any claim or other matter, directly or indireotly, affecting
the Trust.
(12) To use inoome and/or principal to maintain
in foroe any policies of life insurance whioh I may own on the life
or lives of other persons or to reoeive in gift or purchase or main-
tain previously existing insuranoe or annuity contracte for the bene-
fit of any beneficiary, primary or contingent, if the Trusteee deter-
mine that the beet interests of my family would be served by purohas-
ing said contracts or by continuing suoh insurance in force and to
exercise all the powers given to the owner of such policies.
(13) To emplOY counsel, auditors, accountants,
appraisers, engineers, and other persons, professional or otherwise,
as may be necessary for the proper administration of the Trust. and
to pay their compensation from 'rrust funds.
(14) To borrow money and as seourity thereof to
exeoute bonds and mortgages containing warrants of attorney, to
confess judgment and to pledge psrsonal property.
(15) To incorporate any unincorporated business
reoeived from my estate.
(16) 'ro carryon and conduct any business enter-
prise in which I may be engaged at my death.
SIXTH: I direct that all estate, inheritance, transferr legacy
or sucoession taxes or death duties, which may be assessed or imposed
as a result of my death or with respect to my sstate or any part
thereof. wheresoever situate, whether or not passing under this my
Last Will and Testament, including the taxable value of all pOlicies
of insurance on my life and of all transfers, powers, rights, or
interest includible in my estate for the purposes of such taxes and
dutiesr shall be paid out of my general estate as an expense of ad-
ministration and without apportionment and shall not be prorated or
charged against any of the gifts in this Will or against any property
not passing under this Will. In the absolute discretion of my Execu-
trix, or her successorr hereinafter named, she may pay such taxss
".
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immediately or may postpone payment of the taxes on future or re-
mainder interest until the time possession aoorues to the benefioiary
or benefioiaries named herein. My Exeoutrix, or her suooessor, may,
in her disoretion, arrange for extension of time for the payment of
said Estate and Inheritance Taxesr and any interost and/or penalty
inourred on any such taxes, whether or not resulting from such exten-
sions or postponements, shall be borne by my Estate as an expense of
admin,i.stration.
".
SEVENTH: I hereby give unto my Executrix, and her suooessorr
hereinafter named, and to my Trustees, hereinbefore named, the fullest
power and authority in all matters and questions pertaining to ths
administration of my Estate and Trust, executing the provisions of
this my Last Will and Testamsnt, inoluding, but not by way of limita-
tion, the power and authority to determine all doubtful questione
whioh may arise in the construction of this my Last Will and Testament
and the Trust hereunder; I further hereby authorize and empo\~er m.v
Executrix, or her successor, pending settlement of my F.state, to sell,
convey, mortgage, lease, exohange, encumber or otherwise dispose of
any and all of the property, real, personal or mixed, at any time be-
longing to my Estate r eit,her at public or private sale, without prior
approval of any court, and at such times and for such price or prices
and in any such case upon such terms as she may think best in her
discretion, and I authorize and empower my said Executrix, or her
sucoessor, to execute, acknowledge and deliver to the purchasers,
grantees, mortgagees, vendeee, assignees, or other persons, such con-
tracts, deeds, mortgages, bonde, bills of sale, and all other instru-
ments of writing necessary or proper wi.thout obligation upon the latter
to see to the proper application of the proceeds. She shall also have
the power to compromise or otherwise settle or adjust any and all claims,
charges, debts and demands whatsoever againstr or in favor of my Estate
as fully as I could do if livlng. She shall further be empowsred to
oarry on and oonduct any business enterprise in which I may be engaged
at my death, to retain any assets, including stocks or securities which
I may own at the time of my death, pending the settlement of my Estate,
without regard as to whether or not such assets or securities are le-
gal investments for fiduciaries, and may make distribution in kind to
my Trustees. pending settlement of my Estate, she shall also have the
authority in her discretion to convert, sell, exchange or dispose of
suoh assets and securities either for oash or for terms satisfl:lctory
to her and to acquire other assets witi\out limitation to securities
or investments as may be declared legal for investment of Trust funds.
She shall further be empowered to borrow money, and to pledge assets
of my Estate as security therefor, for the purpose of paying taxss
which may be levied upon or payable by my Estate, in aocordanoe with
this WiLl. in the event that funds in the hands of my Executrixr or
her succeAsor, shall be insufficient to pay such taxes, and ifr in
the opinion of my Executrix, or her succsssor, it appears that conver-
sion of securities and other assets, real and personal, would then be
made at a sacrifice.
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EIGHTH: I hereby direct that neither my Executrix, Trustees,
or any SUC'OAssor, named by me hereinr shall be required to give
bond, or other seoud.ty, required by law or otherwise, for the
faithful performanoe of their duties, whether as Executrix, Trustes
or successor Executor.
NINTH: I hereby nominate, constituts and appoint my wife, HAZEL
T. ULRICH, to be Executrix of this my Last Will and Test~ment. In
the e\Tent my wife, HAZEl, T. ULRICHr should predecease me or for any
o\:her reason be unable or unwilling to accept thie appointment, thAn
and in that event, I nominate, constitute and appoint my son, JOHN
McA. UI,RICH, JR., to be sucosssor Executor of this my Last Will and
Testament. In the event my son, JOHN MeA. ULRICHrJR.r should pre-
decease me or. for any other reason bs unable or. unwilling to accept
this appointment, then and in that event, I nominate, constitute and
appoint the DAUPHIN DEPOSIT TRUST COMPANY of the city of Harrisburg,
pennsylvania, to be successor Executor of this my Last Will and Testa-
ment, and in either event, such succeesor Executor shall have and
possess all the rights, privileges and duties heretofore conferred
upon my Executrix. In the event the said DAUPHIN DEPOSIT TRUST COM-
PANY shall consolidate or merge with another corporatj,on of fiduciary
character and having the power to act ae an Executor or Co-trustee,
including a national bank of this state having the proper permit to act
as Executor and Co-trustee, then I nominate and appoint such successor
corporation or bank as the successor Executor of and the co-trustee
under 'chis my Last Will and Testament and I direct that it shall have
all of the rights, powers and privileges conferred hereinabove upon
the DAUPHIN DEPOSIT TRUST COMPANY both in the capacity' of successor
Executor and as Co-trustee under this my Last will and Testament.
I,J. / IN WITNESS WHERE.'OF,
~ day of L.)lt~~I/'-
d
I have hereunto set my hand and seal this
, 1970.
(SEAL)
SIGNEDr SEALED, PUDLISHED AND DECLARED by the above-named
Testator, JOHN MeA. ULRICHr as and for his Last Will and Tsstament,
in the presence of us, who at his request, in his presenoer and in
the presence of each other, all being present at the same time, have
hereunto et our hands as witnesees: ;;
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Name Addrees ha.(A-<ol.~,., /;7,
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Name .:(1. itA~'.(..~':r ,;>"',Vri.O,._.,.(..4}J:(.... A reaB'-:"~':l ct...J,."....olI'.('::~-<'. ~.~J,) (-IN:'
Name Address
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OATH OF SUBSCRIBING WITNESS
COMMONWl~AL'I'H (W PJ<:NNHYLVANIA !
~H:
COUN'I'Y OI~ ClJMBlmLAND
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he fore mll HidulI'd I~. AnderHon, HOlllstllr for the Probato of Willa ul1d gl'lmtlng Il,ttlll'R of Admlnlstl'ntllln
in and for suld County of Cumhel'lnnd, In the COll1monwoult,h of Ponnsylvnniu, 1J(JI'sclIlnlly clIlno ..,,,,,,,,....
William D. Bos\~ell and Doris L, Boswell,
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tho subscribing wltnossos to tho fill'ogo!nH instl'll1llont of writ\nH pltl'portlnH to be tho last Will and
'l'ostnmont of ......, ....oi,\:LQ.tH)..,~~l1;\.',,,.y,~~..J..~h.... ,,,,,,..,.....,,,.... '''''' ".. ".. .,.." '''' I)ntod ".. ~.~~, ,,~,I,.. ,~, ~.?9......."...
late of,,,,,,, ....,.r,li,ljl" ,~.9,t.R,'Agh, "l?,L9.flffiP'",I;\gJ,I..",....,..".., ".." ..,,,..,,,,,,,, Cumlll1rlllnd COllnt.y Pa" docoased
who boing dilly ,,,....,,,!1~!=!~,r:1.....,,,,,,,,,,..,,.. lIccol'dfng to law, dllposo and BlIY, thllt .."....~~,f:3.~,,,'1.!'::'?,~,,,,....,..
presont. and SIlW und hoard t.ho t.ost,u!;,<;u;,,,....,,,,,,,,,,,,..,..,, ,.."""",HR,nJ}"kl~!.\""Y,J.;t;'..j,rn),..""..........",,,......
aign, aeal. publish. pronounco und docluro t.he Raid Inst.rument. ofwrltlng liS And for h,~1!"",..,.., Testament
and Last Will, and at the tlmo of so dofnH ....,.."..,,,..,J:l,\'!....,,,,,,,,,,,.......,,,..,WllB of Round and disposing mInd
memory and underatllndfllgl t.o tho boat of .......""..,9.~,J;'........"""".,,.......knowlodgo. obsorvut!on nnd belief.
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. "...."....,..~~Q~X\/..1;.Jrl,' ,. ,." '1" und-rubscribed be foro
...."....\.~,..,,,...,,:,
Richard E, Anderson, Reglstor
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AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND ~
.......",... Of"'''''''' ...", "".........,,, ....H.~,~~.~,..!.~,;. ~.~. ~ ,~.9, hl~"""":" ,.." ,... II"'., i.:' II. H' I' H'" .11"'".....:"" ,,'i'n" ,being duly
......""..fifW,~t::>>.,.."..".....t'.....\.. says that us nearly as can be fiBcertninedthe said decedent ;.."...,,,..,,....,,.....
....."......... ..H'fi'.nD.'. .t:1~f... t,., ~,t.h.~.Q.n.(".. ,..,.,......." I"...."":,.... ",.,.....,............. 1"""."".. "."...,....,...".....,........ .died on
. ,
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at or about .,..........",,~.,a.~'9H"......"""" o'clock,~.~,M,
""..",.$,wQX',n,j;~,..,...."....., "..,~"and subscrIbed this
. .",
) (.J ".
....".............,,,,..:';,,...,,,..,......,,.. dUY of ,..".l.\\n~..,....." ,
..:~" r;:l.-4ofJ'~I.?:' :t.,..0tl~h(..~,.ih1:""" ."" "".""
pazel T. Ulrioh
19. J,L, befol'o .. \ .
",..,",(,I(Q"\&'Ot~I/:"..".."..~.".,',.",..."..
,
Hichnrd E. Andoraon, HOHistol'
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
III
. Hazel T. Ulr1c;h _..___.__ ._'.._n_......~_.._______,_.,___,_ _m__...
being duly - ...._- -.. _ _. aooordlng to lawl dopolGl and layo tllot She js_.the__.~__.:.___ _. ...._ __.
. Exec~.tr1x. . of tho Eohto of ~~~..~_cA Ulri..~____...,
I.t. of . Borough of Camp H1l.1 ... ."1 Cumb.rland OountYI P,," deaeu.d .nd that the
within 10 on Inventory modo by. Haj!:elT.Vl.t'1Ch_..... n.... ...... .__~. the oald_J1X.equWlL__
of tho onllro uhto of lold decedont, oonlllllng 01 all the perlonal prop"rty and rOftI uhte, exoept r..1 "hte ouhld.
tho Commonwoalth of Ponnoylvanla, and that the flgutol oppollt. eaoh Itom of tho Invontory repr..ent It"o f..lr value
.1 of the dato of d.cedent"l dooth.
~",n and lublorlbod before me,
... !4d.<tZ_ ~~_..:_--__._.~.':'n'
......----C-.-tp buutfH . :.J . r I r
~azel T' Ulr1ch
_.n~~?LL_n.9.0J.rUtree..L.
Aprll . ~ \D , .19.80
.~'^'i.." J ~'~~'\'lTl~
otary Pub 1(: ..
._____C.al~e_HjJJ.-'!.~._ 17011
Add""
MyConmiss1on Exp1~~~n10 L, faokslroOl. Notary Pub 10
My 0 mrnlS\lon f.W\rll Jo IIP/Y 1J, I 84
IlIrlllbulB, I'a, ildU, hili Ouulllv
Oat. of Death __.. ~__JJL_... ... .__ ---~_.-o._o._.--Il.lIn.L_-,-._._
DIV Month
-_l9..li...
Vur
........_~...---
IN$TRUCTIONS
I, An Inventory mud be fII.d withIn thr.e month 0 after appol,ntment of personal rlpruent.tlv..
2, A ouppllm.nt Inventory mUlt b. fll.d wlthlh thirty daYI of dlooov.ry of additional .lllt..
3, Additional oheeh may be attaohed 01 to personalty or realty
4. See Artlole IVI Flduolarlu Act of 1949,
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TI'anafOl'l wllhln TWO YFlARS PI'lor 10 I)unlh
That at the lime of doalh lhoro was no safe dupo.lt box rOKlaler.d III deolldo.l'a Indivldunl nomoI (II' JolnUy wll\!, or a. agont or r!opuly of
another. Qr In deoadont's Indtvldut\Lnl\mOj with right (If Q('C('8R by nnothol' tift "~Iull or <lflll\lt)', \'Iilh th~ oxt'f1{lUon oC tho (nllowlngl-:--
7.cc--=,-o~~'N^ ~ ~~ 'AN,: ^~,~j_~-;~ ~;t~'H~;-i'~~:;;~;,';\ '~~:I;;I~;~ 't'N~';~~'~;~'I'~;- ~~. ~'~~~."~;,~~ ;1'~~;:;;'~;;';-;-1~li'(~~:~'4'~'~'~;;'""--:.; '1~~'~;:~'~ i:(;~~; I;: '( ;'I;~"~':t ~'~i:'
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IlENl'lFICIARlES
BENEFICIARIES AN\) AIlDRmSSI':S
(State full ham.. of all and thai.. addro..o~ who have
an Intoreal, ve.ted, eontlngent or olhorwlR.,In oalalo,)
Ji.ELA1'iQFiSHII'
11/ .lop-ohlldl'.n or
Iloglllmate ohlldren
(\t'O involvod, "at.
forlh tllla (oct,)
SURVIVE\)
DECIWENT
S'rA1'E.n1S
OR NO
AOEOFLI
n~NANTS OR
ANNUITANTS
AT mJATH OF
D~1CE)D~1NT
,
IN'l'F.REST OF
BENIWIC1ARY
IN F.STATE
" ~.____~_4'____________ ,,----....-- ..----..-.-- .._....--_._~.--_.
Hazel T. Ulrich
---.------ .
2621 Lincoln street
Camp
. Wife
Ves
N/A
100%
----.
__"4 ___._~ .------------.-'-.~-----
!illl. PA llQlL
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JOINTLV OWNED PROPERTY
Decedent and ,Hazel T. Ulrich, wHe.
'';:''''-''''''''
"'r, En,,, """ O.."lpUUlI and dock CUIIP numb., " .wlhbh tu'''fnl~ AU.rn.', ~111' V.lul.t d.t,'f dUI"
num" for to,l,n.n' V~ utU.It tl'
.--
1 A Real Estate: Property in the Borough of
Camp Bi", Cumerl and County, knO\~n as
Lots Nos. 14 & 15, Block "C", Plan of
B.N. Bowman, Recorded Plan Book 1, Page
~l, Cumberland County Records, having
erecteq thereon a one story frame dwel1in
house known as 2621 Lincoln St., Camp Bil ,
PA., Lot 7!i' X 90', Acqu'lred May 12, 1955
By Deed Recorded May 13, 1955, Deed Book
K. Vol. 16, Page 460, Cumerland County
Records., Sta~ding in names of decedent
& Bazel T. Ulrich, his wife 72,000.00
2 A, Checking Account in names of Decedent &
Hazel T. Ulrich, his wife, No. 006-002-17 -9
in CCNB Bank, N.A., 331 Bridge Street, 1 ,301. 1 2
New Cumberland, PA 17070
3 A 242 Shares Common Stock, Ilarseo Corporati n
(NVSE) in name of Decedent and IIaze1 T.
Ulrich, his wife, value per common share
$ 29. 75 7 ,199, 00
4 A 101 shares common stock, Dauphin Deposit
Corporation, lIarrisburg, PA A Pennsyl-
vania Banking Corporation, in name of
decedent and lIazel T. Ulrich, his wife,
value per common share $ 30.00 3,030.00
..--------- ..
F.s ta te_.9.LJohn ~1cfL.~.l.ri<;J!.t..iloclL'!~.!.lst
Jo1nil:1y owned property, Decedent and Hazel T. Ulrich, wife
$10,000. 00 I~efund i ng r'1urtgage Bond, 9%.
New YOl'k Telephone Company Due 2014.
$5,000.00 First Mortgage !lond, 91/4%
Pcnnsy1 Vl1ni a Power & l. i ght Company
Due 2004
$10.000.00 First Mortgage Bond B 7/8%
Florida Power & Light Company
Due May 1, 1982
$6,000.00 6 7/8 Capital Note
National Bank of Detroit
Due Deoember 15, 1979
$10.000.00 Noto 8 3/8%
European Coal and Stoel Company
Due Fe~I'ul1r.y 1 [), 1983
10 A 5 Units, Mutual Investment. Trust Fund
9th Pennsylvania Sories Value Per Unit $ 825.00
11 A 47.466 shares, Nuveen Tax Exempt Bond Fund
~eries 72, Issued By John Nuveen II Company
61 Broadway, New Yorl(, NY 10006
12 A $6,000.00 \'Iater Ilevenue lIond, 5 5/8%
Series 1972, Steeltol1 (PAl Borough Authority
Due January 1, 1986
13 A $1,000.00 Series W 31/2% 1l0nd,School
Distriot of Philadelphia, Due August 1, 1981
14 A $3,000.00 School Ilevenue Ilefunding Bond,
3.40%, Series 1963, Litt1estown, Joint School
Authority (Adams County, PA) Due ~tay 1, 1985
15 A $1.000.00 Sewer Ilevenue Bond 3 3/4%
Series 1964, West Fariview (PA) Municipal
Authority, Due August 15, 1985
. 16 A $1.000.00 School Ilevenue Bond Series 1968, 5 1/4%
Susquehanna Valley School Authority (t'1ontour. .
Northumberland & Union Counties, PA) Duo, .
11al'ch " 1985
17 A Savings Account, lIarris Savings Association
2nd 1\ Pino Streets, HarriSburg, PA 17101
18 A Household Furnature & Fixtures, Mi5cel1anaous
5 A
6 A
7 A
8 A
9 A
. $9,650,00
4,750.00
9,70Q.OO
60000.00
9,630.00
4,126.00
. 6,000.00
6,000.00
1,000.00
3,000.00
1 ,tlOO, 00
1,000.00
$14,500,00
2,600.00
. ,
,
'1O';SllmNT I,ECEDENT
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OTHlCIl DEnTS ANIl Cl.AI S
, (t) H(w Not(' \joinv.'
______--.'------ _._.__-,__.'-. -1.,.'.- ..-. -..-.-'---. ..-... --.-..
Be" Telephone of Pennsylvania Telephone
30
2
4
Borough of Camp Hill
Borough of Camp Hill
152
167
16
672
14
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Pennsy1vania power & Light Co.
UGI Corporation
Riverton Water Company
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In the .v.n\ Ih.t any lu\lll.' Inl.,.sI in Ihl. ..I.t. I. Ir.n.I,',rod In l,oss'.llon 0" .nJoymen\ 10 eollntn.1 hol... 01 Iho do.edonl .ft... Iho
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II COMMONWEALTH OF PENNSVLVANIA
'NO,o'O.83'1' .a8 DePARTMeNT OF REveNue
e ",... OPFI,CIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
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reprosontJng PennsylvonlolnherltorH.' or
b,tCllo TOll: due from Iho following Ulule:
2 Vc: Tax on
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6Vc- Twe on
$---.---- $--
_' s___
t Nomo of Docodonl
Ddt. of r"ymonl__"'Y---J~l'IO .__. _.__ _p___.
.:ro_ M~o...J&UCIL
% Tax On $ $
f..lalo la" Acl of
May 7, 1927 $
lOT Al I AX CREDIT $ 101. S.
loss flvo /It!rconturn of Inx If
paid wllhln Ih,eo manlh. all.,
dol. of doalh $
Pluo Inle'e.1 01 Iho ,ale of
'it> f'orn..~10-aO -"---
lo...~ '"10 80 $ ..L.o2._
IOTAt AMOUNT PAID $ 204.56
Counly _______
C'--I'land
Remarks:
-.A1D r. PULL- C.
TIJ[Rlr]lPllD@&\lf~ SEA l
I
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NOTE: In oCUpllng th. lronlf., Inh.pIQnc. 10. on fulur. 1111(11"" prior 10 Ih, dealh of ,lIlt lIIe----,'" ", I olur r
lenont Of lenonl fOf yllon, 01 hld.need by Ihll I(lC8101, II II Undllrllo\ld Ihot Ihe Commonwflilhh Iholl
nnl b. """,d.d nr p'''....d ',non h...nll.. nll""o. nddlll''''''lo'''''lno" ".. "" 'h. "'0110 0' 'h. ,,_ i
We lenonl Of lenonl 101 yearl whlnev., II CPP'Ofl IhQlluch (Iddlllorwl Ill' nlfly ue leuolly dUll nnd (
colle<llbl, lor noy IIlUH'.1l whotloevII. . e
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