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Home My WebLink About04-0468PETITION FOR PROBATE and GRANT OF LETTERS also known ' ' - - To: Dece~tsed. , Social Security No. /~, ,/ - _~. _/) "- ~ ~ Z.J_ ~f'~ Register of Wills for the County of Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age ~ olqker an the exec. ut in the last wilt of the above decedent, dated and codicil(s) dated in the (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~'. M /Y//7 O F"/~ D ~ ~'~ County, Pennsylvania, with h I,~ last family or pr~al reside~e at. /~ ~ ' ~'.~1/~1~ . ~... (L,~l/s/a 7~/~ ~ ''' ~' --- / (list stre;;, number and muncipality) Dec.ndent, en ~s~ years of age, died //~//~/fl~ ,19 , Except ~s f~llo~, decedentf~ :ot marrY, was not divorced and did not have a child bom or adopted after execution of the will off'ed for probate; was not the victim o~ a killing and was never adjudicated i~competent: .... ' ...................................................... Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Z; ,C.. . (testamentary; administration c.t:~I.; administ~lon d b.n.c.~,a.) theron. -D OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF Thc petitioner(s) above-named swear(s) or affirm(s) that thc statements in thc foregoing petition arc truc and correct to thc best of the knowledge and beliel~of petitioner(s) and that as personal rcprcscn- a ow ac,or . Sworn to or affirmed and subscribed . "~;~'~~ ~ ' /~~'% before me this /~ f~ ~f//l ~ No. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS .k~E~f, in consideration of the petition on AND NOW the reverse side hereof, satisfactory proof having be~en..~, presented before me, IT IS DECREED that the instrument(s) dated described there_in, be admitted to probate and filed of record as the last will of and Letters '--'U~U/~ 13-xq.~ ~--X-a~ ~/ are hereby granted to .~------~r~:TJ ~,\ l/. ~ I FEES Probate, Letters, Etc .......... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYSLVANIA ORPHANS' COURT DIVISION Docket No: 21-2005-0468 INRE: FIRST AND FINAL ACCOUNT OF RONALD R. PEROCCHI, EXECUTOR FOR THE ESTATE OF GLENWOOD BROWN, SR., LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYL V ANIA, DECEASED. AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION ORDER OF COURT AN NOW, this 6th day of March, 2007, the herein account is confirmed absolutely. BY THE COURT, en o ~ c. '..0 I cc C)~L 21: : o f.' ''7~ z::: r-- ~-J C:::::J C~ ~v his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as I.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9990931 No. Local Registrar '~t FE6 200,l Date '- Floyd A. Alban 75 v,~ : ~ O. im~rland ,~ool & Die Maker 146 East High Street ,LCarlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH '. M 3. 161 -- 20 -- 3484 ,. 1/31/2004 °~E°~"~" I~';' Boro.' I.12/11/1928 ,Carlisle Regional Medical Center ~CtD~mO~.~sz.,N,¢O~.~,.? .... ,,~atio~l ~ ~. ,,. ~ ,,. l~m o.,~., ~rri~ ,~on~a L. Sheffer '~' ,~.~ ~rl~d ~' ,,.~ ~~ ~rlisle Clarence F. Alban ,ox~z.s.,~F,,.~.,,~.~,,. Sylvia A. M~rkle Sondra L. Alban ~ 146 East High St., Carlisle, PA 17013 ~'~ ~"~ ~2,,. 2/3/2004 ]~.st Harrisburg C~m./Cr~n. (['~Z Harrisburg, PA 17103 ~~~ (~'~" I~"~-,,,.~ ,..,.~,.Jz,,,~,,~,F~ ~O, ol,~2fi~l.g m~winq Brothers Puneral Home, Inc., Carlisle, PA LAST WILL AND TESTAMENT OF FLOYD A. ALBAN I, Floyd A. Alban, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils pre~usl~made~ me. ITEM I: I direct that my just debts, funeral ex~gnses~ and the expenses of the administration of my estate, incl~ing any state, federal or other death taxes payable because o~my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and bequeath to my three sons, Allen F. Alban, James C. Alban and Bart A. Alban, all of my tools, guns and gun cabinet to be divided among them as they agree. In the event of a disagreement the item or items are to be sold and the net proceeds divided equally among them. ITEM III: I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate unto my wife, Sondra L. Alban, provided she shall survive me by thirty (30) days. ITEM IV: Should my said wife, Sondra L. Alban, die on or before the thirtieth day following my death, I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate in equal shares unto my three sons, Allen F. Alban, James C. Alban and Bart A. Alban and my step- daughter, Leslie A. Fohl. ITEM V: I appoint my wife, Sondra L. Alban, Executrix of this my Last Will and Testament. Should my said wife fail to qualify or cease to act as Executrix, I appoint my son, Allen F. Alban, and my step-daughter, Leslie A. Fohl, Executors of this my Last Will and Testament. ITEM VI: I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this day of February, 1991. , !'/ I .' The preceding instrument, consisting of this and one (1) other typewritten page, identified by the signature of the Testator, was on the date thereof, signed, published and declared by Floyd A. Alban, the Testator therein named, as and for his last Will, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Floyd A. Alban, Dale F. Shughart, and Mary M. Price, the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. J 'Testator ~lJ Witness Subscribed, sworn to and acknowledged before me by Floyd A. Alban, the Testator, and subscribed and sworn to before me by Dale F. Shughart, and Mary M. Price, witnesses, this ~-~ day of ~ , 1991. ~~/y Public Cun~berland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 ALBA-N SONDP~A L 146 E HIGH STREET CARLISLE, PA 17013-3017 RE: Estate of ALBAlq FLOYD A File Number: 2004-00468 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/27/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge cerel~ · ~_ / ~ GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court ~EV.'500~'I6-(0) w ~ .~ <>~ w. ~O U~ . . ~ *' COMMONWEALTH OF PENNSYLVANI,l.. DEPARTMENTQFREVENUE DE:PT280601 HAAAISBURG.PA 17128-Q6(l1 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 2004 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 0468 NUMBER o 2. Supplemental Return o 480. Future Interest Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy 01 Trustj o 10. Spousal Poverty Credit {date of death between 0 11.Election to tax under Sec. 9113(A){Attach Sch 0) 12~,~1,;9\~r<;ll-:k95) "':,' ,', '," '':,':,'' ," <:'/,' _"', "/",' "'-::""',:'-": -rn1S SECTION MlJ.STBl1.CI)MP\,E~,,~~~~~l:l!,~J;Ji!!\!~~,!~JJ!I~~r!!P!t!l!!Q!lI,!l;~j,!I~;mt NAME COMPLETE MAILING ADDRESS ~- - Dale F Shughart, Jr. Esquire ~ z w c w <> w c DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) Alban, Floyd A. 161,20-3484 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o o o 3. Remainder Return (date 01 death pr'lor to 12-13-B2) 5. Federal Estate Tax Return Required 8. Total Number 01 Safe Deposit Boxes DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 35 E. High Street, Suite 203 Carlisle, PA 17013 (1) None (2) None (3) None (4) None (5) 3,471.01 (6) None (7) None (8) ", ..Y{iii9H' ,- ~ ["T'I C) C~) -:h I , .1 (::.~, -) =-.~ ;11 c..", .) ~':") --:") ::"1 ~l 01/31/2004 1211 111928 "",-.- 1"'-,) o fv (..,r; <-'; 3,471.01 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INiTIAL) Alban, Sandra L ~ 1. Original Return o 4 Limited Estate ~ 6. 09 Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received :il ~ o <> FIRM NAME (II applicabie) (9) (10) 6,944.00 323.03 TELEPHONE NUMBER 717/24,1~4311 1. Real Estate (Schedule A) z o ~ ~ ~ ~ ~ ~ <> w ~ 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-VivDs Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (11) 7,267.03 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (12) insolvent 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE tNSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20 0 15. Amount of Line 14 taxable at the spousal tax rate, x ,00 (15) or transfers under Sec. 9116(a)(1.2) z .045 (16) 0 16. Amount of Line 14 taxable at lineal rate x ~ ~ ~ . 17. Amount of Line 14 taxable at sibling rate x .12 (17) ~ 0 <> K 18, Amount of Line 14 taxable at collateral rate ~ x .15 (18) 19. Tax Due (19) CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT. --'-"=;>BI!~IIllE!".~i!\l,I..QIlE~:-r\lllIi8YlJ!l!ll~~~~IIIi!~!!K'~!H<<=-_ '. --:-_:-- __-====- Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-ll0) Decedent's Complete Address: STR[E'J ADDRESS 146 East High Street CITY Carlisle STATE PA liP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penally A. Enter the interest on the taJC due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) 0.00 (4) (5) 0.00 (SA) (5B) 0.00 TotallnteresVPenally (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Make Check to: REGISTER OF AGENT 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;......., b. retain the right to designate who shall use the property trans1erred or its income;.. c. retain a reversionary interest; or........ d. receive the promise 1m li1e 01 either payments, bene1its or care? ... 2. If death occurred aner December 12, 1982, did decedent trans1er property within one year 01 death without receiving adequate consideration?. ................... "............. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a bene1iciary designation?. ...................... .............. . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS '~ I o o o ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties 01 perjury. I declare that I have examined this return. including accompanying schedules and statements, and to the best 01 my kl"lowledge aM t;eool, It is true, ccrrec\ and complete. Declaration 01 preparer other than the personal representative IS based on all I nformatlon of which preparerhas any knowledge SIGNA t)RE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS S""d L. Alb." ~~ /:. / ;' /'ILdUL-' I dc.t'-dAV' 51 A<<tURE OF PERSON RESP SIBLE FOR FILING RETURN ADDRESS 146 East High Street Carlisle, PA 17013 ;l~ / t1S" SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS 35 E. High Street, Suite 203 Carlisle, P A 17013 DATE For dates of death on or aHer July 1, 1994 and be10re January 1, 1995. the tax rate imposed on the net value 01 trans1ers to or 10r the use 01 the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates 01 death on or after January 1, 1995, the tax rate imposed on the net value 01 transfers to or for the use of the surviving spouse is 0"/0 [72 P.S. ~g116 (a) (1.1) (iI)]. The statute does not exemot a transfer to a surviving spouse 1rorn tax, and the statutory requirements for disclosure 01 assets and 1iling a tax return are still applicable even if the surviving spouse is the only bene1iciary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value 01 trans1ers 1rom a deceased child twenty-one years 01 age or younger at death to or for the use 01 a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (i .2)]. The tax rate imposed on the net value of trans1ers to or 10r the use of the decedent's lineal bene1iciaries is 4.5%, except as noted in 72 P .s. 99116 t.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12%, [72 P.S. 99116 (a) (1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETtJRN RESIDENT DECEDENT ESTATE OF Alban, FJoyd A, FILE NUMBER 21 - 2004 - 0468 Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 2,550,00 Tools, guns and gun cabinet, distributed in kind. 2 Members 1st Federal Credit Union Account #33512 Savings - 25.00 Checking - 896.0t 921.01 TOTAL (Also enter on Line 5, Recapitulation) 3,471.01 DALE F. SHUGHART, JR. ATTORNEY AT LAW 35 EAST HIGH STREET SUITE 203 CARLISLE. PENNSYLVANIA 17013 Telephone (717) 241-4311 Facsimile (717) 241 -4021 OF COUNSEL LEGAL ASSISTANT HAMILTON C. DAVIS BONNIE L. COYLE ATTACHMENT TO SCHEDULE "E" REV 1500 INHERITANCE TAX RETURN ESTATE OF FLOYD A. ALBAN ESTATE NO. 21-04-468 Ladies and Gentlemen: The last will and Testament of Floyd A. Alban was prepared by my Father, Dale F. Shughart. After the death of Floyd Alban, his widow, Sondra L. Alban, came to my office for advice. We reviewed the Will. She told me that the specific bequests to Mr. Alban's sons, with a value of $2,550, had been distributed and that all other assets were owned jointly between them. I advised her there was no need to probate the Will or take any other action, since she had delivered the specifically bequeathed items to the children at the time of the funeral and their value was less than the amount of the funeral bill. Subsequently, Mrs. Alban returned with a problem with Members 1st Federal Credit Union which would not allow her to withdraw the funds and close Mr. Alban's Members 1st Federal Credit Union account (a copy of which is attached) even though the statement confirms it was a joint account. I was able to secure a release of the funds by preparing a PEF Section 3101(b) Affidavit, a copy of which is also attached. Subsequently, and contrary to my advice, Mrs. Alban probated the Will and did not advise me. Evidently, from the best I can understand, she thought it would be a nice gesture to her husband to create an historic record of his will at the Courthouse, unaware that probating the Will would require her to perform certain other functions on behalf of the Estate. The first I was made aware of this situation was last week when Mrs. Alban delivered to me the "Delinquency Notification" in regard to the Pennsylvania Inheritance Tax. lt DFS, Jr/bc Enclosures 51 Send Inquires to: 5000 Louise Drive PO Box 40 MechanlcsbuTg, PA 17055 www.members1st.org Member's Statement of Account Account Number From' . TO Page 33512 01-01-04 01-31-04 1 of 2 Main Switchboard: (711) 897 -1161 or (BOO) 283-2328 Call-24: (717) 697-4372 or (aDO) 283-4372 TOO: (717) 697-5312 or (800) 283-2328 ex!. 5312 TeleBranch: (717) 795-6049 or (800) 237-7288 MEMBERS 1st FEDERAL CREDIT UNION FLOYD A ALBAN 146 E HIGH ST CARLISLE PA 17013-3017 TRANS EFF, DATE DATE TRANSACTION DESCRIPTION SUFFIX:OO SAVINGS 010204 PAYROLL DEDUCTION BENEFIT PAYMENTS - 010204 PAYROLL DEDUCTION BENEFIT PAYMENTS - 010204 PAYROLL DEDUCTION US TREASURY 303 - 010204 PAYROLL DEDUCTION US TREASURY 303 - IT ALL ADDS UP AFTER AWHILE. CONTACT OUR FNIC INVESTMENT PROFESSIONALS TODAY. - PENS IONS - PENSIONS - SOC SEC - SOC SEC JOINT OWNERS: SONDRA S ALBAN Y-T-D DIVIDENDS: TRUTH IN SAVINGS INFORMATION ANNUAL PERCENTAGE YIELD .00 / 1. 00% AMOUNT BALANCE 25.00 454.20 479.20 -454.20 25.00 1022.00 1047.00 -1022.00 25.00 --- ------ ----------------------------------------------------------------------- SUFFIX:ll CHECKING BEGINNING BALANCE DEPOSITS DRAFTS DEBITS/FEES MAINT/SERVICE CHGS ENDING BALANCE 1469.21 1376.20 1949.40 .00 .00 896.01 010204 PAYROLL ALLOCATION FROM BENEFIT PAYMENTS 010204 PAYROLL ALLOCATION FROM US TREASURY 303 - 0103 010204 SHARE DRAFT # 3575 0106 010504 SHARE DRAFT # 3574 0107 010604 SHARE DRAFT # 3577 0108 010704 SHARE DRAFT # 3579 0108 010704 SHARE DRAFT # 3576 0109 010804 SHARE DRAFT # 3578 0110 010904 SHARE DRAFT # 3580 0110 010904 SHARE DRAFT # 3581 0113 011204 SHARE DRAFT # 3582 0124 012304 SHARE DRAFT # 3585 0124 012304 SHARE DRAFT # 3586 0124 012304 SHARE DRAFT # 3584 0124 012304 SHARE DRAFT # 3583 0128 012704 SHARE DRAFT # 3587 0128 012704 SHARE DRAFT # 3588 0131 013004 SHARE DRAFT # 3590 0131 013004 SHARE DRAFT # 3589 TOTAL NUMBER DRAFTS CLEARED YOUR AVG DAILY B~~~~ WAS YOUR LOW MONTH BA,-"",t;E WAS 33512-00 - PENSIONS 33512-00 - SOC SEC 0102019477 0105025007 0106003872 0107010075 0107015664 0108003587 0109007735 0109018981 0112020948 0123014053 0123014057 0123018824 0123018823 0127019625 0127019624 0130011680 0130011678 "" * "" "" "" "" * "" * * * * "" "" * * * * "" * "" * * "" "" * * * * * * "" * NO. 3574 ~;2~ AMOUNT 68.26 2~~.~~ NO. 3577 ~;2~ AMOUNT 87.00 5~~.~g NO. 3580 ~;~~ AMOUNT 28.07 ?~.~~ 454.20 922.00 -242.00 -68.26 -87.00 -34.75 -75.00 -500.00 -28.07 -73.60 -19.92 -50.90 -65.00 -254.50 -300.00 -45.00 -46.87 -12.72 -45.81 17 1657.29 896.01 1923.41 2845.41 2603.41 2535.15 2448.15 2413.40 2338.40 1838.40 1810.33 1736.73 1716.81 1665.91 1600.91 1346.41 1046.41 1001.41 954.54 941.82 896.01 * * * * * * * * * NO. 3583 ~;~~ NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION. AMOUNT 300.00 2~~.~~ fvl~ ~~lt Account Number ' Fown TO Page 33512 01-01-04 01-31-0412 of 2 TRANS EFF., .. DATE DATE NO. 3586 3587 ,", AMOUNT 65.00 45.00 JOINT OWNERS: SONDRA S ALBAN Y-T-D DIVIDENDS: .00 " TRJ\.NSACTIONDESCRIPTION NO. AMOUNT NO. 3588 46.87 3589 AMOUNT 45.81 AMOUNT NO. 3590 TOTAL: BALANCE AMOUNT 12.72 1949.40 TRUTH IN SAVINGS INFORMATION ANNUAL PERCENTAGE YIELD / .25% --- ------ ----------------------------------------------------------------------- SUFFIX:Ol UNSECURED *ANNUAL PERCENTAGE RATE** 9.4000% DAILY PERIODIC RATE .0 57534% PREVIOUS LOAN BALANCE 422.59 **FINANCE CHARGE** PRINCIPAL 33512- .44 99.56 100.00 323.03 - SOC SEC .44 NEW LOAN BALANCE 323.03 99.56 DEBITS: .00 *FINAIi E CHARGE*: .44 010204 PAYROLL ALLOCATION FROM lS TREASURY 303 - ; TD FINANCE CHARGE PAID: P RIOD T TALS-PAYMENTS & CREDITS: -- ------ ------------------------------------------------------------------- FOR 2004 * IRA YTD * OTHER YTD * TOTAL YTD * TOTAL TD * TOT, ~ _ YTD * DIVIDENDS DIVIDENDS DIVIDENDS WITHHOL ING FORF~ITURES .00 .00 .00 .00 .00 TOTAL **FINANCE CHARGE** PAID .44 ~ ~OMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND AFFIDAVIT AND NOW COMES, Sondra L. Alban, who being duly sworn according to law, deposes and says, that: 1. She is the surviving spouse of Floyd A. Alban who died on January 31, 2004 (herein the "DECEASED"). 2. The DECEASED at the time of his death had a deposit with Members 1st Federal Credit Union, the Account listed below, the total of which does not exceed $3,500.00. Account No. 33512 Suffix: 00 Savings Balance: $25.00 Suffix: 11 Checking Balance $570.40 3. There is attached to this Affidavit a copy of the receipted funeral bill for the DECEASED'S funeral. 4. This Affidavit and supporting documentation is presented to the Members 1st Federal Credit Union under the provisions of Section 3101{b) of the Pennsylvania Probate Estate and Fiduciaries Code, to enable the Credit Union to pay the amount of the depod~L to Sondra L. Alban, as spouse, because there will not be any probate of the DECEASED'S Will or any formal Estate administration. 1 druLw.-t/J J!k4/ . Sondra. Alban [SEAL] Sworn and subscribed before me, this i/~day of ~, 2004. :g,~ X~A NOTARIAl. SEAL -'GE L coYLE. NOTARY PUBlIC BORO OF CAAUSLE. ~LAND co. PA MY C(lMMISSlON EXI'IRES OCTOBER 17. 200ll *' COMMONWEAL TM Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEH R.IIIERAL EXPENSES & ADMItfSTRA11VE COSTS ESTATE OF Alban, Floyd A. FILE NUMBER 21 - 2004 - 0468 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Ewing Brothers Funeral Home, funeral bill B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Y ear( s) Commission paid Zip State 2. Attorney's Fees Dale F. Shughart, Jr. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Sondra L. Alban Street IIddress 136 East High Street City Carlisle 4. Relationship of Claimant to Decedent Probate Fees Register of Wills State PA Spouse 17013 Zip 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 other Administrative Costs Register of Wills, filing Inheritance Tax Return TOTAL (Also enter on line 9, Recapitulation) 2,875.00 500.00 3,500.00 59.00 10.00 6,944.00 ESTATE OF '. . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONW'EAL 1"H or- PENN$'1L'V ANIA INHERITANCETAXAETURN RESIDENT DECEDENT Alban, Floyd A. Include unreimbursed medical expenses. ITEM NUMBER I DESCRIPTION Members 1st Federal Credit Union unsecured loan balance FILE NUMBER 21 - 2004 - 0468 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 323,03 323.03 REV-1S-"3EX+-(9-00) .,. SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alban, Floyd A. FILE NUMBER 21 - 2004 - 0468 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Ust Trustee(s) AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Allen F. Alban 2356 Ridge Road Glenville, P A \7329 Son $850 in kind. 2 James C. Alban 7665 Elaine Court Port Tobacco, MD 20677 Son $850 in kind. 3 Bm1 A.. Alban 829 Grand Bay Cove Newport News, VA 23602 Son $850 in kind. 4 Sandra L. Alban 146 East High Street Carlisle, P A 17013 Wife Entire residue. Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART". ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ". LAST WILL AND TESTAMENT OF FLOYD A. ALBAN I, Floyd A. Alban, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and ~~ Testament and revoke all wills and Codicils prevf9uslpmad~;~y ~ ~l', ':-.. me. ~ -< ITEM I: I direct that my just debts, funeral ex~~nses, and the expenses of the administration of my estate, incluaing~riy '"..j :.: state, federal or other death taxes payable because ofT,my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and .bequeath to my three sons, Allen F. Alban, James C. Alban and Bart A. Alban, all of my tools, guns and gun cabinet to be divided among them as they agree. In the event of a disagreement the item or items are to be sold and the net proceeds divided equally among them. ITEM III: I devise and bequeath the rest, residue and remainder of my estate of every nature and wherever situate unto my wife, Sondra L. Alban, provided she shall survive me by thirty (30) days. ITEM IV: Should my said wife, Sondra L. Alban, die on or before the thirtieth day fOllowing my death, I devise and bequeath the rest, residue and remainde~ of ~y estate of every . '?t:,JJ)(l~ c-t(C-'-cc-~ nature and wherever situate in equal shares unto my three sons, Allen F. Alban, James C. Alban and Bart A. Alban and my step- daughter, Leslie A. Fohl. ITEM V: I appoint my wife, Sondra L. Alban, Executrix of this my Last will and Testament. Should my said wife fail to qualify or cease to act as Executrix, I appoint my son, Allen F. Alban, and my step-daughter, Leslie A. Fohl, Executors of this my Last will and Testament. ITEM VI: I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~ day of February, 1991. 4~ (,r- . ','J . - ~~~ / (, c[U:-o-.<--- F:E6yd A. Alban [SEAL] The preceding instrument, consisting of this and one (1) other typewritten page, identified by the signature of the Testator, was on the date thereof, signed, published and declared by Floyd A. Alban, the Testator therein named, as and for his last Will, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. A~'t;/WI..LL,(~ L'A../- j' -/; 2/ :/ 1.., .Ii ) - ,." .... , !,;bl---(/ /1 ( :/ti-~ ""'l) v COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Floyd A. Alban, Dale F. shughart, and Mary M. Price, the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. le: / i//';J t1 t[e~ .;7 Testator k~J- Y' wi tness ;,' 1~, '/h,//i (/l . ,)j'{,4~ ~ witness Subscribed, sworn to and acknowledged before me by Floyd A. Alban, the Testator, and subscribed and sworn to me by Dale F. Shughart, and Mary M. Price, witnesses, this ;Z;J.d! day of ~ ' 1991- ~~~-: . Nota~publ~C before NOTA,RIAL SfAL I OO~jl'll!E 1... C\l'll!:, f1~T/tf;V I":J!:]UC MT. h'OU.V SP;I:~l(~G. E~ c~J:,~rEmJ.,~![l co. , MY COMflJ,lSfmm ~(?~fF;8 [l(;T:'r'L;I~ ~7 '/~01 I . -,.:.-..-.~~~.:<.;~~~""., ~-" CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Floyd A. Alban Date of Death: January 31, 2004 Estate No. 21-04-0468 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January ,2005. Name Address 1. Sondra L. Alban 146 East High Street Carlisle, PA 17013 2. Allen F. Alban 2356 Ridge Road Glenville, PA 17329 3. James C. Alban 7665 Elaine Court Port Tobacco, MD 20677 4. Bart A. Alban 829 Grand Bay Cove Newport News, VA 23602 5. Leslie A. Heikel (formerly Fohl) 917 Greenbriar Drive Mechanicsburg, PA 17055 Notice has now been under Rule 5.6(a) except: Date: January JV, 2005 given to all persons entitled thereto cJ2z~ Dale F. Shugha , 35 East High Stree , SUlte 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative Sondra L. Alban .::r IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Floyd A. Alban, deceased Estate No. 21-04-0468 TO: Sondra L. Alban 146 East High Street Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Floyd A. Alban, died on the 31st day of January, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Sondra L. Alban 146 East High Street Carlisle, PA 17013 Phone: (717) 243-4044 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the will or Petition may be obtained by contacting the Register of wills and paying the cha s for duplication. Date: January~, 2005 Dale F. Shugh ,Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Sandra L. Alban Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Floyd A. Alban, deceased Estate No. 21-04-0468 TO: Allen F. Alban 2356 Ridge Road Glenville, PA 17329 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Floyd A. Alban, died on the 31st day of January, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Sondra L. Alban 146 East High Street Carlisle, PA 17013 Phone: (717) 243-4044 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the will or Petition may be obtained by contacting Register of wills and paying the charges for duplication. lkPJf~ Dale F. Snugh ,J. Attorney Supreme urt I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Sondra L. Alban January ;;?q 2005 Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Floyd A. Alban, deceased Estate No. 21-04-0468 TO: James C. Alban 7665 Elaine Court Port Tobacco, MD 20677 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Floyd A. Alban, died on the 31st day of January, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Sondra L. Alban 146 East High Street Carlisle, PA 17013 Phone: (717) 243-4044 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the will or petition may be obtained by contacting Register of wills and paying the charges for duplication. ~jL~, Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Sondra L. Alban January 2l? 2005 Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Floyd A. Alban, deceased Estate No. 21-04-0468 TO: Bart A. Alban 829 Grand Bay Cove Newport News, VA 23602 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Floyd A. Alban, died on the 31st day of January, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Sondra L. Alban 146 East High Street Carlisle, PA 17013 Phone: (717) 243-4044 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the will or petition may be obtained by contacting Register of wills and paying the charges for duplication. ~i&fg~ January 1f) 2005 Date: Capacity: Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Sondra L. Alban IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Floyd A. Alban, deceased Estate No. 21-04-0468 TO: Leslie A. Heikel (formerly Fohl) 917 Greenbriar Drive Mechanicsburg, PA 17055 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Floyd A. Alban, died on the 31st day of January, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Sondra L. Alban 146 East High Street Carlisle, PA 17013 Phone: (717) 243-4044 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the will or petition may be obtained by contacting the Register of wills and paying the charges Date: January ~ 2005 Dale F. Shughart, r. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representative Sondra L. Alban Capacity: STATUS REPORT UNDER RULE 6.12 Name of Decedent: Floyd A. Alban Date of Death: January 31, 2004 Admin. No. 21-04-0468 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 whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes X No d. approvals of Clerk of the Copies of receipts, releases, joinders and formal or informal accounts may be filed with the Orphans' Court and may be attached to this report. Shughart Jr Court I.D. 35 East High Street, Carlisle, PA 17013 (717) 241-4311 Counsel for Personal 373 Sui e 203 Date: April 13, 2005 Representative ! -:'. LG ", J