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HomeMy WebLinkAbout95-0050~. _ _ ~ , .\ f i ~ - i .. ,. „, 1 t r . _ . FETITIOi~i FOR PROBATE and GRAI`1T OF LETTERS Fstare of Albert L. ~Ialrond No. °~~-' g S elso known as _ A1~ ~t wa 1 rind To: _ Register of Wills for the ___. _, Deceased. County of c^" r..3.and in the Socia! Security No. ~ ~Q 7- ] S ~' Commonwealth of Pennsylvania The petition of the undersigned respectfully represents chat: Your petitioner(s), who islaze 18 years of age or older an the execuror named in the last at~ill o` tlse above decedent, dated Seot~_mr.ar 1 ~~~$ 7 , 19 and codicil(s) slated .___.~ (state relevant circtunstances, ~;.g. remmciaticn, deatr. of txecutor, etc.) llecendent wa_` dosniciledrt death in Cutt~berland ~ County, Pennsylvania, with h is last tat?iiiy or principal residence at~405, 322 North 2nd Street, Harrisburg, PA --- - - Qist street, number and murcipality'~ Decendent, then _- g0 years of age, died February 18 , 19 g4 , at Leader Nursa.r.~a Home,LMarket Strce~.~_~a~~ Hiller PA 17011. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution o~t}t~will offered for probate; was not the victim of a killing and was never adjudicated incompetent: _ Decendent at death owned property with estimated values as follows: g , 800 (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 ir. Penrsrivania N/'A $ situated as follows: WH,cREFOfi,E, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) - presented herer~~ith azd tits gra.*~t of letters '?"estamentary (testamentary; administration e.t.a.; administration d.b.n.c.t.aJ theron. U John J. Sheehy ... ' a ~ o ony oa 9 o Cam H1.. PA 7011 ,. ~ .~ ~, v a. ~~. _-~._ ~o c .~ 'i e4 in OA'~~r~ ~F PERSOI~'AL REPRESEI~ITATIVE CO1dIM[®NWEAiT~I ~lE PENNSYLVANIA 1 sg C~OI<JN'I'Y OF 'Cumberland I C f: The petitioner(s) above-named sweaz(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal reFresen- ~- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affi ed and subscribed - y t\ ,; _3_ before me this _ ~' day of a 19 g e., ti ;~; ` i' M Y C. L E W I S Register ~ ' «,,,.,iy~..+e.-.•~.•`drrR> -...wzr,«. gx "'G'fxp"gg' .Nk:', .., .. 4. .~ ~~g~g~ ~~, Albert L. Walrond , D~ce>~ed ANi3 NC)W __ JA~iUARY 20, _ 1~.~,~, in consideration of the petition on the reverse ssde hereof, ~:~tisfactory proof having been presented befor4 nae, Ii IS DECREEIT that the insiruntsnt(s) dated $EP7EraaF,R 11. 1987 _ aescribed ttaerein be ,a3rnitted to probate and flied of recorei as the cast vriL of Albert L. Walrond a.-sd Letters ~~'~stamentar~ ere hereb;+ rranizAci io il~~hn .7. SheeiT;~, Executor - - TEES Probate, Letters, Etc;.......... S 40.00 Short ~ertificates(2) .......... $ 6.00 Renunciation ................ $ X-Pages $~ JCP - - ~0' T~~TAL ~ $--~~Ag. Filed .......J~'iMUr;~Y. 20x..1.995......... ~- ~~: ~~, Q -~ ._ U ~~ ~ <~ _ ~~ c^ ,Vr _ C.J ~ , ~ r -~~ ,A 1 ~ ; ~ ~ . R- •~-M \ J W r . ,,~, .L S1~ ~/ •• ~ ~V/~~l• 4.L. ~ ~~ I Register of Wills MARY C. l_EWIS ATTORNEY (Sup. Ct. I.D. No.) ~D- ~d~. I~~y ADD ~t.Y~isDu>' ~'7ia~-~~~~ I~oNE "4aiied letters ar~d order to attorney on 1-20-95. i ,, ~~ ,~ j~`, I ,.~ .~ ,.i: > s'_ ~ •' :~~^~" L .S `. C" ~f~„ 't d .. {'~ ,~~~i5-c~~a This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L. 304. AUG 16 2001 Date H105. tea Rw. 7/87 n'PE/PPoNT w PERMANENT NMIE BLAgf WK ~~~ LL O w a z f Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH '15~~8 .,. __ , ~ _ a . I, ALHER:^ '~. WALROND, of the Presbyterian Apartments, No. '~~'~ 405, 322 Noxth Second Street, Dauphin County, Harrisburg, ~~ CommanweaLth of rennsylvania, being of sound :Hind and memory, do hereby make, publish and declare this to be my Last Wi11 and Testament. ~S~': I hereby revoke all Wills and Codicils thereto by me at ens tixre ?~4rc;.oyvrc suede. j ~~ S CC}~iD: X direct that .all my J.egal debts and funeral expenses be paid out of my estate as soon as practicable after my decease. Txzxn: I give and specifically bequeath the sum of five thousand dollars ($5,000.00) to my beloved niece, ELEANOR W. McKEE, of Ford Lauderdale, Florida, if she survives me. In the event she predeceases me, then said sum is to be given to my ~ other devoted nia_ce, JO.~N A. SHEEHY, of Camp Hill, Pennsylvania. FOZJ~TIi: Y give, devise, and bequeath all the rest and `~ remainde~° of my estate,. be it property of a real, personal or • nixed nature, of arhatsoever nature and wheresoever situated, ~~-`'~ ?ncluding money, bonds, notes, now owned or to be owned, either individually ar as a corporate stockholder, or any and all interests or effects which I may have vested in me or have the right to dispose of at the time of my death to my beloved niece, 1 JOAN A. SHEEHY, if she survives me. In the event that she `~ ~ ": predecease me, then I give, devise and bequeath her share to her husband, JOHN J. SHEEHY. Should they both be dead or predeceabe ~.~ me, I give devise and bequeath such share to my nephews, JOHN J. , _, _ .. . ~ ~ .. 4 _ . t_,. $~1T ~~1X~~~. ~ _......~~ x~ ..,.... ~i .f I u ,~'S~-.~.e~m..~c.r _ _ ..~.. -. -.. .,r .. .}. .y. _. -_. _. _ -__. _ - 4 _ - ~ _ ... h T s ..,.~ . .. _ , .- .~. ,.,~ ~. ,P: . ,. . .. ,. .. ... .. _ ,.. 1 SHEENY, III. and ROBERT M. SHEENY to share and share alike, or to ~~ 4 their issue per stirpes. Should either of my nephews, JOHN J. SHEEHk , III or R©FtERT M. ~HEEF~IY predecease me, leaving na issue surviving suite nephew, I give, devise and bequeath such nephew's share to the survivor, or his issue per stirpes. F1F'TI-i: T direct that all estate, trarsf'er., 3.nYaeritance an3 like taxes,, including intArest and penalties, imposed or assesr~ed by the fr~deral ~sr state governments or any other duly constit~sted authority upon or with respect to property passing under this, my will, be pa5d out of my testamentary estate and that no portion thereof shall be apportioned to or collected from any legatee, devisee, or other recipient of property constituting part of my taxable estate. SIXTH I do hereby make, constitute and appoint JOHN J. SHEEHX, the Executor of this my Last Will and Testament, or in the event of his death, I do appoint my nephew, JOHN J. SHEENY, IIi, Executor. SEV~TT~: I direct that my Executor shall not be required to furnish a bond or-other security in any jurisdiction for the faithful performance of his responsibilities; I authorize and empower my Executor, in order to pay all debts and to carry into effect all the provisions and purposes of this will, to convert my property into cash and to distribute and divide such converted fl property as herein before described; and to that end and for that -r j purpose, I hereby authorize and empower my said Executor to sell and disperse of all of the aforesaid estate, real and personal, at 2 pu~alic c+r p:rivate sale or sales for such price or prices and upon such terms <ind conditions as to him may seem best, and to execute and deJ.iver to t2:e purchaser or purchasers thereof all necessary and proger c~seds and ocher instruments of conveyance and transfer thereof. No pe.~rchas~r from my Executor need see to the application a° the purchase money for or to the dispasitive purposes cif t3:.i s, sny caill, but the receipt of my Executor shall be a cc~~nplete ac~uit~~xic:e and discharge.. IN EdIT;~ESS h'~IEREO~', I, ALBERT L. WALROND, testator above named, have hereunto subscribed my name and affixed my sea]. this /~ day of September, 1987. L"~~~ ~ ~~~~~~~~~t~S EAL ) A7 BERT L. WALROND Signed, sealed, published and declared by the above named .71LBERT L. WALROND, as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his rE:,uest as witnesses thereunto in the presence of said testator and of each other. WITH aS WITNESS a~ /U• ~'rDn~ ~7ii~~ ~ ~~~r Address 3 N ~}1,,. iy~ .~i sm .. .. . __...._._ __ w_,.`__..~ Addres~~s ~~ Q j ,~q: ,.e.,:. ..« .n. ., ._.~_. . ~: ;~ t~ / ~. ; ,, ~,t'T~i~GA~° ~ nn^^ fp~}. s~ t, ;7~ Tip 1 S.4J~.L~Lllle~" ~ ~:.Ta`I'~?. ~.~ 1t'~~~a,:.~xT7~9 J~iJ Y 4~sP~Ti IA's . • /V it i ~'lr~a~`a"Z ~~~ i'1~~i.7~~: r:v' ~ ~ ASz}3"~K.`i' ~. ?~~AZ,3?O'iti'D, the TE.^i. `I'ATOR, Id"h(3.a-,k` Il3~itL-' ~~5 ~3.gX:~fa ~~.' ~'he a~.~:urhec~ oz- ~~c~xegoiz~g iny~xu~en~, having been c~u2y qua~.ifiec~ 2ccUxdJ.ng ~o '.~.c,~, do hereby acknoza2p~.er:? ~~at 1 signed and ~~recui:er~ fi.~ie :~r~~~~ruz~±exz~ as :qty T,z~s~ ~~.21., and ~;h.a~ I ~s~.gn~d. i4 Tai? ~.:~ngiy ai~c ;~.~; c=}r free and ve~lu::~ary act for ~h-~ purposes ,~,,x%,,.,w ~~.o c:t; ~af.::~z~rced and aak.~ao;rr:l~dgea before ~e by AL~~:RT L. ;~,.~~T.,RJ~u~~,. t~:e a.~'S'r`~~it~~Z, `his ir' ~ day df S~:pbember, 298?. ~~-~ ~~ .~ AT_,BERT T,. W,t~,1ROND, TESTATOR ~ ~~ ~ Notary Pub3.ic . Ai~1 '1 ~y ctabe E~SS ~a~ ~ ,,,,,- ,, ,k "_~.=~ . ,.. __ _ _ ... .. M,. ,.,, ~m r ;, .` .. ..._ , _, ...w _... ..... •; t ,+ ' AFFIDAVIT t CO1~FPfONWEALTW +~P PE'~ISYL'JANIA 1 ~ SS f COZTNTY OF l3A'Sx :;il~i' 1 - ~G I ~ ~ 6 7 ~ r k u . , , ~.~ ! _~ f , and I , ~~ "c.~a~ / __ ~ `~~ //d h the witnesses whose names are signed s to the atta~.~l~e~3. or foregoing instrz;.ment, being duly qualified 4' t accarding to law, do depose and say that we were present and saw '~ the A?1$EFT T_,. 1~.tiLROND, TESTATOR, sign and execute the instrument ~: as his Last Will,; that the Testator signed willingly and executed r ~._ it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight -: r of the Testator signed the Will as a witness; and that to the best of our }~.no~aladge the Testator was at the tune 18 or more years of age; of sound mind and under no constraint or undue influence. ~': ~. S wor n tc or affix^.~ed and subscribed to before :ae by ` j~ 1 ~ } lip I i !J2/Cw +fR i- ~:Ila ~ ~"'~ ~ ~ d ~'~~t c . , ~ ~ . . an r 1, witnesses, this !) ~'~ . day of Septear~ber, 198'7 . -- t ~ ~. ; v~ ~ . ~': ~;:• C~R~'I~'IC.A~i'IQP~ ClF ~~t~'1'I~ Y3T~R &t1G~~ r.6~~~ ~~GC°=~,~~ ..:~~;;iCe of ~-: '~5 1~,4R 15 App :u7 Hare oa )?~w~.c~d:~rbt: ~~~~~~ ~~~ ~;,r. Dat o~ De~~:;: ~ 1`..~...,~4 ern-~, ~ . f7:~7G~;izi1 f:.;ou~ C Q ~ ~' 1 .,~J., / *J ~; = c~r"~~-~:s 'm'at Y~otice of Beneficial. Interest required by Ru3e '' 5. 6 (a} of ~~~:c Orphans' Court Rules caas served on or mailed to the follo~air_g :~enei~.~^iaries of the above-captioned as fol.lows• ~{ ~' ~ ~ ~~ ? 3/1.5/5 ~Toan ~.. 5haehy, 57? Colony Road, Camp Hill, PA 17011 ~ , 3/15/35 ~leanar W, McKee, ' 9480 Poinciana Place, Fort Lauderdale ~ £, 33324 , h i; 4 d~s~tice h,~s nc~F, ~:ae:~ given to all. pers~e~x entitled thereto under Rule ~~ 5. 6 Via) e:~~cc>5~~: ~__ H~~ _ s° ~~ Date ~.~,x.~3 signature ~ _ ~. r ~` i G~ ,~ .,~, 2dame ~ ,, ~ ; P: Address 529 Co7~~ Road , ~ i F~ _ f 1 : C mp Hi> > PA 3.701 "t , Phone _ 1717) 73'1-3691 k' . I ' ~ Capacity: Personal Representative Y,. . ° ~; ~ ~, _ i~ ,~ ¢`,r ..... c ~ .~ .~ ~~ '~~' ~ INHERITANCE TAX RETURN FILE NUMBER RESIDENT DECEDENT COMMONWEAliFi Of PENNSYLVANIA (TO BE FILED IN DUPLICATE 2195-0050 DEPARTMENT OF REVENUE Posr orclcE Box 8.127 MA WITH REGISTER OF WILLS] RRIStURG, PA 17105.0727 D E N ' NAME {lAS , fl.°,ST, ANO MIDDLE INI IAI) alrond, Albert L. DECEDENT'S C MPIETE ADDRE S #405, 322 t1. Second Street W + SOCIAL SECURITY NUMBER DATE OF DEATH ~iarrlSbLlrCJ, PA o~ 1 5 -07-1II62 2-18-94 Dauphin ~ __'_ ~W~ YEN ~ , ' ~1 1. Original Returr+ ^ 2. Supplemental Return ^ 3. Remainder Return _~~ ^ 4. limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax V a m ' b. Decedent Died 3estnts Return Required ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes _ - ~ (Attach copy of VNi!!) (Attaeh copy of Trust) Ail CORRE4PON~EMGE ANp CONFIDENTIAL TAiC INFORMATION S-~OULO BE DIRECTEt> TOz ~ 0 t• c t~AME John J. Sheehy, Executor COMPL E MAIIIN AD 527 Colony Read Q ~ TELEPHONE NUMBER H111, PA 17011 d 717 737-3691 1. Real Estate (Schedule A) (1) _- 3 m ~ ~~ 2. Stocks and Bonds (Schedule B) (2) ~., ~ r, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) :a ~'' n 4. Mortgages and Notes Receivable (Schedule D) (4) - ~}~ ~ ~~ u 5. Cash, Bank Deposits ~ Miscellaneous Personal Property( 5) $10+921'56 ~- _ ~ `: ,- _ (Schedule E) `, _ ~' ` ~ b. Jointly Owned Property (Schedule F) (b) - f~ p =. - u; g 7. Transfers (Schedulo G) (Schedule L) (7) - ~ ~ ~ ~ sT B. Total Gross Assets (total lines 1-7) (8) $10,921.56 r V 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 9,61_9.09 E h ~ xpenses (Sc edule H) 10. Debts, Mortgags Liabilities, Liens (Schedule I) (tOj 1x302.47 11. Total Deductions (total lines 9 8 10) (11) 10,921.56 12. Nat Value of Estate (line 8 minus line 11) (12) 0 13. Charitable and Gov_rnmental Bequests (Schedule 1) (13) 14. Net Value Subject to Tax (line 12 minus line 13) (14) 0 15. Amount of line 14 taxable at b°k rate (15) (Include values fr S h d l K x .Ob om c e u e or Schedule M.) 16. Amount of line 14 taxable at 15% rate (16) x 15 = a (Indude values from Schedule K or Schedule M.) . O i~ 17. Principal tax due (Add tax from line 15 and from line 16.) (1 ~ 18. Credits Prior Payments Discount Interest e. g + - (18) Q 1 9. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT A ^ CF . (19) >K . . teck here if you an requesting a refund of our ov t ~ 2 y erpaymen . 0. If (ine 17 is greater than line 16, enter the difference on line 20. This is the TAX DUE. (20) A. Enter the interest on the balance due on line 20A. (20A) B. Enter the total of line 20 and 20A on lino 208. This is the BALANCE DUE. (2pg) Make Cboek Poyoble to: Rpisfer of Wills, At~oM ~ s>•, sE SURE TO ANSWER'ALLQUESTIONS'UN•RLVERSE SIdE AND fiO RIECFiEdC MATH ~ ~ Under penalties of perjury, 1 dedara that I have examined this return, including accompanying tthedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. I declare shot all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSI LE FOR FILING RETURN ADDRESS DATE ~. '%~ 527 Colony Road, Cat>m Hill, PA 17011 3/14/95 SIG O_F PR eRR ` THE THAN REP NTATIVE ADDRESS DATE ~_ J 1- _ _ ~~ 27 P1. Front Street, Harrisburg, PA 17103-1284 3/14/95 .~ ,. , ?+ r•. _ l k" `-' r ~' ~ ;: i is ., ~.: i~ € ~. e ~. PLEASE ANSiNER THE FOLLOisVONG C~UESTIONS BY PLACING A CHECK MARK (rj IN 7HE APPROPRIATE BLOCKS. 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 transferred or its income, c. retain a reversionary interest or ............................................ ........................ d. receive the promise for life of either payments, benefits or care? ....................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..................................... ............ 3. Did decedent own an 'in trust for' bank account at his or her death? ...................... IF THE ANSlNER TO AN'A' OF THE ABOVE 'QUESTIONS iS YES, YOU MUST CO!l~PLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~., ..•,,.~ ,F.•.« ~~ ,~~., ,namr vvarnonar:nears or soma s~za./ •t ' . ~ ~ ~ ~ ~_ ~, ,.: ...~, 5§ . REV.1502 EX+ (7.8JJ *~ COMMONWEAITN CF PENNSYLVANIA I INHERITANCE TAX RETURN SCiiEDULE "A" ' RESIDENT DECEDENT REAL ESTATE I ESTATE OF - ... -... Wc.12~;'}d, P.lbert L, ~fllE NUMBER ~F'apr~Y dO+n~Y'~""/1°d wit7r i"~igi~t 04 Su-vivonhip must M dlscbsrd oe 2195-0050 vacua wlskh is dsfinad nx ttaa ~~..~. _s ...~~_~ ___ _ _ .. _ k~dula "F"1 Ali....l _..w _~__u ~ _ REV-1509 EX+ U-86) y. ~~~ _. .. ~ .- - \\ ~~ A, , ... <..("`... ~,~.~.. .~, 1.•:! '.. 'mac ..:,,. .. t. ..... r:' ,- 't-: .r~Qi. ~. .. . / SCFIEDULE B STOCKS AND BONDS PILE NUMB Wal~rlcl, AL'~ert L. 2195-0050 (AI[ property jointly-owned with Right of Survivorship must 6• di>eclos~d on Sthedul~ f.l rir.- ~. 4 , ?~;?-'. mnrn <nnno .c nocHnrl rncorl nrlrllflnnn( ctinnFc of cmm~ can I ;. ~,~ .~.~.,r ,, , ~ _ . ,,. _, ... -. x. ~ ' av.~~ tx+ t+.ni ~ COMMONWEALTH OF PENNSYLVANIA SCHEDULE "C" INHERITANCE TAX RETURN CLOSELY HELD CORPORATE STOCK RESIDENT DECEDENT AND PARTNERSHIP INTEREST ESTATE OF Walrond, Albert L. FILE NUMBER 2195-OQ50 + "'~? •.. ••••,.. wsc~ ~~ nMdW irM~rt ~ddltlonN fAwt~ o! fwry shy) ,. ,,. a, ~ ~. , .~ - REV•1907 EX• (7-a3) COMI'dONWEALTH OF PE~~NSYLVANIA SCHEDULE "D" ` INHERITANCE TAX RET MORT URN GAGES AND NOTES t„ RESIDENT DECEDENT RECEIVABLE (lf more space is Headed insaK addltlonsl shoats of lama slza) .._ _.. ., '-t''- ~ .. q, t5I ArE of Wd1ZY7Tld, Albert L. 2LLE OU05t~ER (AII Pro Party )olntly-owned with RinhT e" Survlvenhin rn~~« i,. .~~... i...~w 195 ..., ca_~..._ ...-... - _ -..~,.. ,~,: ,rm...,~ . TTv„ ,.,.. r m .,. ., - - ~. • ;. ~, ~ ~. \ . REV-1808 EX+ (7.83) SCHEDULE "E" ' COM1A®NWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS AND INHERITANCE TAX RETURN MISCELLANEOUS RESIDENT DECEDENT PERSONAL PROPERTY • ca t ~) c yr FILE NUMBER Walrond, Albert L. 2195-0050 (All property )ointlyownod with the Rlpht of Survivorship court bs disclofed on Schedule "F") ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH 1• Checking account - riellon Bank, N. A. 872 Poplar ~aarch Road, Carte Hi11, PA 17011 Account No. 308-108-0704 $2,115.16 2 Si sto FunPr_ z? Hor.~, Inc E- 3489 East Troriont Avenue E (Bronx, NY 10465 II Prepaidr'>~zoral Funds on I~epos i t 7 , 6 8 8.50 3 IMedicaz'e ~~ + 1, 014.99 4 AARp Supplemental riedicare Check 102.91 {$41.38 -~ $6T.53) TOTAL (Also enter on line 5, Recapitulation) I $ 1U-921.56 (If more specs is needed insert eddltionel sheeK of pme size) a ~' .n _ .. .. -_ \ . , ,. -+' REV-1509 EX+ (7-8J) COran,ONWEAITHOFPENNSYWANIA SCHEDULE ~~Frr ~~ IN4ERITANCE TAX RETURN '^~ RESIDENT DECEDENT JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER ~' ---- Walrond, A].bext L. 2195-0050 Joint tanant(t): --- NA1diE A. Nplle ~a ,`j ADDRESS RELATIONSHIP TO DECEDENT i I '° 7 ~ `~ B. C. t Jointly-owned property: NUMBE LETTER JOINT TENANT MADE JOINT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DKD'4 96 INT. DOLLAR VALUE OF DKEDENT'3 INTEREST ~ • ~ N/A ~ I TOTAL (Also enter on line 6, Recapitulation) I $ (If more spots is needed insert additional sheep of same size) ~ = ~~ .:,,~, u.,, .,...." _ . - Y .~ ~' _ ,; _ __ ;. ._ _ _ i~ REV-1310 EX+ (12.83( I ~ ~ SCHEDULE G COMMONWEALTH Of PENNSYLVANIA TR ±NSFERS • INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Walrond, Albert L. 2195-0050 THiS SCHEDULE MUST BE C6rY1PLETED AND FILED IF THE ANSWER TO l.NY OF THE oulEST1ANt nu ruc oeveeee erne ~e sue ......~........_ ._ .,__ ... .. ,.• --- -~--- •_ ••-~~ ~•,e~~ vao.nona~ sneer or same size.) __ _~,-- „~~ r i ~ , ..., s. q . ., _. .,,. ... , .,a.,. ... REV.ISII EXa peat ~,;x COMMONWEALTH OF PENNSYLVANIA INHER!:ANCE TAX RETURN RESIDENT DECEDENT S~HEaUCE H FUNERAL EXPENSES, ADMINISTRATIdE COSTS AND MISCELLANEOUS EXPENSES cJtq~t Vh _ iValrond, ~)xrt L. ITEM NUMBER A• FuneraP Expenses: I I Sisto Funeral HCette, Inc. DESCRIPTION Please Print or Type 9ER! 2195-0050 AMOUNT $8,763.00 B. Administrative Coats: 1. Personal Representative Commissions Social Security Number of Personal Representative: 727 Ol 9396 Year Commissions paid 1 gg5, 2. Attorney Fees ~~ ~.~an ~?tld Z,~~ c~ri 3. Family Exempticn Claimant __ Relationship Address of Claimant at decedent's death Street Address City ~__ State Zip Code 4. Prooate Fees ~ Orland County C• Miscellaneous Expenses: 1. Filing fee For T_*ierit~-~nce m,,i{ nr_turn and Inventory 2. lication cysts (Cumberland Law Journal/'Tne Sentinel @$40) 3. Postage 4. ~Photocooies 5. 6. 7. 8. 250.00 425.00 63.00 25.00 80..00 6.09 7.00 TOTAL (Also enter on line 9, Recapitulation) $ 9,619.09 Ilf more space is needed, insert additional sF~eets of same size.) 1- ., ,. s.; ~. - - -- - __ :~ ..~ ti -;a .. 3 i'>"~` ;; ~.r a :~ `?.. e- _, ~ _ _ T. -~ .-.~.. ~~ \\ REV.1511 E%• ~1D-gp~ /~N'!~' COMMON WEALTH Of PENNSYLVANIA INHERITANCE TA% RETURN RFSIDENt DECEDENT TE OF 6Valrond, All~ert L. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLITIES AND LIENS FILE NUMBER 2195-0050 ITEM NUMBER DESCRIPTION AMOUNT ~. Prudential Insurance C~iy $25.00 2. .Bernard J. Dugan 50.00 3. Holy Spirit Hospital 696.00 4. William A. Sullivan, MD 60.67 5. A. Z. Ritzm:~n Associates, Inc. 42.25 6. Howard Ray Cohen, MD 28.10 7. Robert P. Lonergan, MD 88.67 8. Family Physicians Assoc. Inc , . 99.63 9 • Camp Hill Fire Cai}rAmbul.ance 59.88 10. Holy Spirit Hospital x:.27 11. riellon Bank, N. A. -Monthly service charge ~ 14(1.00 14 months @ $10 I } TOTAL (Also enter on line 10 Recapitulvtionl I $ 1, 302.47 (if more space is needed insert vddifionvi sheets of same size) ;.. - - _._._~ RFV.151~ E%~ (Z-t~ SCHED'[J!E J COMMON WEAITN OE EENNSTIVANIA BE N E FI C 1~1R 1 ES INNfRRANC! TAX RltURN RFfIDlNT fjKiClNT ESTATE OF - Walrond, Albert L. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxohle Bequests: ~ • Eleanor C+?, blci<ee, 9480 Poinciana Place I Fort Laudezriale, FL 33324 2. Joan A. Sheerly 527 Colony Road • ,, ~. Camp Hill, PA 17011 j . ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: I • I None ^_ TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation) I$ (If more !pace is needed, insert additional sheets of same size) t _~ ,~.; .; - - - '- - ~. ,. ,~-s-, . G - .gut-.. 2Y! TF'"~ FILE NUMBER ?_195-0050 RELATIONSHIP AMOUNT OR SHARE OF ESTATE Niece $5,000 • Niece ~ Residual AMOUNT OR SHARE OF ESTATE IIh"V~..NTORY O~ R~L ARID ~RSONAL F.gTATL .fin ~P if"$~ Drf ~~ ~tbt o$.......... ~?~:~. L.:. Walrcnd .................................._ late of , ........... ~~isburcl~„PA,,,,,,,,,,,,,,,,,,,,,,in the County of Dauphin, State of Praaa. deceased. ~~ of the real sad pcrsoaal eatatc which were of the above-named ................Altert..z.~...arialznnd............................................... deceased. Taken and appraised the .................. dap of ............................19 ~ (Date of death .. 2-18-`js...........) 1. Checking account -Mellon Bank, NA $2,115.1 Account #303-108-0704 2. Sisto Funeral Herne, Inc. 7,688.5 Prepaid f_unexal funds on deposit 3. Medicare Check 1,014.9 4.I AARF Supplemental Medicare Check ($41.38 + $1.53) 102.9 !~ ~~ ; 10,921.56 ;, _.._ ,.w ••...wnrtrn , +a ,Snrar~+,:.A. ~g~o- r..,;,rr.r - .. - r y,.,r . i -_ __ _ _ s .. r ... J . \\ ~, RECAPITULATI®~i Recorr~~ . ~::. ~ of Rea.-~'.c;f ~;` ti: ~+'i.l3 Appraised value or Personal Property ..................................................................... !a ..............,.... Appraised value or r~l ests,te .............................................................:~J....N:AQ.. j5 $ Cp)1} :d.~:........ 'Total appraised value .....................................................................~I~r „.. .... a ................. . •... ~ .•Gll!'1 Cumb;, r~~;; ~„ i:o , PA _ AFFIDAVIT OF PERSONAL REPRF.SENTA'$'[VE v K.~.p N D County of ~et ss John J. Sheehy .............................................................................................................................................. Execut Administrat of the Estate of.........~7bP..~k..L....Y~Ta].~t1d ............................................................ deceased, being duly...........sworn ............................................ according to law, depose and say that the items appearing in the Inventory include: all of the personal assets wherever sltnate and all of the real estate in the Commonwealth of Pennsylvania of said decedent; that the valuation placed oppoa~t each item of said Inventory represents its fair value as of the date of the dece:dent's death; anndd decedent owned nn real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of the Inventory. ..~1i~~..~R ................... and subscribed ....... ............................ . ... ..:...................... before me this.......1dzi~ ....................day of ~ ~. ......rte ...... ............ A. D. ~149~5~ ~ 7 Col Road, Calrp Hi 1, PA 17011 G ..... ... ~..~:.... .....................................~~ ..................................... ~,v i .. ~~ r,. ~ U•:C+55~~~,:,7~1 L'u, (',ourty ,.:~,~~..N„~,:-;;;,~nx,3~r. ~_ , t:'3~ INSTRUCTIONS t~,::::« ._ _ _ 1•d.J'~'~''lL1r+dIIW' inns 'aw"a of ~lo:dci3s ~~n ~~`'ba_Jtied within thtee months attar appoiatmeat of personal raprassaWtw. s. A shppieme~E+-t inreatoSy mast be Lied within thirty days of dis<:orery of addltfonal asaets. lt. -Additional soheeta may;t~e attached ae to personalty eu realty. ~. '.'$ee' Articl~lV, F'ldactatfes Act of lf4f. :.; ::~ '.l l' i ' ~ ~ ~ .y ~ . U U ! ? ~• rn rn~ } # t A ... ~ Q ~ ~ ~. •~ 3 ~ ~ o r ~: p V 7 ~ u r. Q o ~' o w v ob a ~_. ~ _ _ _ --- "y,'^,,: "°w^nr:TM-~ ~=, s:r~'~~s~+c!:; ~F"`xw.nt'7 + r~tfi?i.~'7T"' - - - ~ `'~ ~,zY «a~~K~'. - - - _-_ _ .. .c ..... ... ... ..