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95-0069
(-(,~ ~- (~D(~' 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, vc,hose 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 2007 ? • Date Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 H105. tai Ray. ?!37 nPEmwT IN PERMANENT BLACI(NK 11 i i Z COMMONWEALTH OF PENNSYLININIA • DEPARTMENT OF HEALTH • YITAL RECORDS CERTIFICATE OF DEATH G022~~ NAME OF DECEDENT (FYS<MiOdte. Lab 9E% SOCIAL SECURRY NUMBER ORE OF DERNIMmm. Oek'aNp- .. ... '~ W. Albee III s Male ~ 063 - 32 - 1396 ..January 3. 1995 AGE(Laa BinWyl UNDER,YLAR W10ER, 6N DRE OFBIMH BIIfDIPUKK.E ICay aAd PIACEOF OERHtCAxkadyaru-sr+akucroson om«aeN _ M«MIIe 1 D.Y. /lave = Alkellla IMOM.Oay,MS) Slwor FOregn Couro,7 „OSply~ OTHER p~y Y~ k"r`«a^ eRrolap.t"m^ 0°"^•• D Residen [ 1 ~^ NeweY ca _ BMar 17 1942 T ork COUNTY OF DERH CRY, BORO.TWPOFOERN FAC0.ffYNAME(Il nal v.Mlon.9e~e ekera andrkmbarl NM9 0 ECEOEM OF IIISPRNIC di1GIN7 RACE-Am«IUnkldaq MedG WMb.eb. 1I ~~ No LJL YN ^ Nyaa, Werl,'CUban, (SOac•d «. .a .x501 S. Broad St. ; "°"'"'"'°"'°"•"` ,aWhite ' DECEDENT S USUAL OCCUPRgN k7a10F tN151NESSM,DUSTRY vws DECEDENT EYER N DECEDENT'S EdKXgN ~ ~S SUpyryAp sAO11yE (G~akr ~d wk a«N aum~mor D.s. ARMED FORCES? IY mIa Q+•mntlan rrmy d«ork al B a; anal lAa Na [~ No ^ ~ CaMq DhpcadlSaar'M „~ „eM nufacturin ,:. ,,, "~'~ "'°d' 1e.Married „Mary C. Eberly OECEDENr3MAwNG ADDIIESB ISIr.lt Cay/TOmr, SFa•npcadel DECEDENT'S ,Ter stab Pennsylvania de ,,..^ Yea a.a.e«ew.eln 501 S. Broad St. ~ °a:`e•°." '~ A 17055 °'°"1MeOSI ,n. bW11N'°T ,Taff ,~.I.a"0w.d Mechanicsbur¢ FISHER'S NAME IFea. aliddb. Lab ,,,v ar0T/1ER'S NAME 1Fea. Midde. Maitl«i Svnrrol "' ,, Mar orie G. Galston MFORMN(T'S NAME lTYTAYPreal . INFORYANT3 MAIIMq AODRESSISneN. Cil,yfown. Stale. LpCadal 7Oi' METlgDOF DYEOF Nr 501 S. Broad St. Mechanicsbur PA 17055 I~L DISposlTloN PLADEDFDISPOSfT1D11-N«n.dC•nNbrACr«•aralr LocaaN-Ciry/kwlslab.nvDOea G.nnd•rrt,a ~~~"~^ ~ Dan.lwl^ ~~~ D Ja un ary 7, 1995 C n-O-Lite SchafferstoNn PA 17088 , . ma ts. t,d xu soNRIIREt>F BERV,cE LICENSEE OR PERSON ACTaq ASSUCH tJCENSE NUMBER NAME AND ADDRESSOFer$ Funeral ome ,~ m. - =x.37 E. Main St. Mechanicsbur PA 17055 ~~~ Plyakfan Ynat Naaaab atkmadarMAb 1Sipnwas snOT •~'~~tl~~•~~~~. LICENSE NUMBER DRE SgNED c.ury ~w..dd..m. lMara.. DaV. Nbrl b.. sae. IIInN 2a-ZB molt ba plrnpleledM TNIE OF DERH DRE PRONOIAVCED DEAD Awnm. pay,'b«l Ye1$CASE REFEAREDTO MEDICAL E%AMlNERICOTgNER7 per•erI•mo pratatrarcaa deaM. W ^ IIO~ era- M. N{. 3a . IT. PART I: Ent«IM 6aealM,kljvlp«wrrlpagtlana amkmpusM tM daatA. DD rrol tna«pb nn4d LialodYOM nJ1Ye On ead1lne. a1'R9.«Ck ascatdfac «rerpkal«y arrem. aleckw MNtaawe. lA,>,keaknab MRT Ib Odvr aigrlakYa carldlkarlaaplkWVkybdeetlL pll ~na«wbelr«n na nvkrnplnwunawl/kp e«r.pranw Rwrl. BAYEDIATE C/1118E (Final I «~ indbaN dsrw«eormam ~ l I rewaegndwnl-~ a, DUEM ASACOrSEOVENLE OFk SaprrMally atao«k1eaN b i E••x NadkwbnenM.b ro CONSEg11ENCE OFk ~ oI...EM«uloExrra l eAUSe(Di...,. •wv c i erI eliaW o •,«ws DUE N (pi AS ACONSEOVENCE OFt l reRAarpndeaml LAST l a I VNS AN AURIPSY WERE AUTOPSYFWOYSO3 MANNER OF06liN ORE OF NUURY TIME OF BUURY INJURYRVIORI(7 DESGi1BE IIOW MWURY OCCURRED PERFORMED? AWLABLE PRIOR N . IMmm. Day. 11~r) COANLETIONa CAUSE ^ ~~ ^ OF DEA7M NakkM LJp Aoeidara ^ Pendirq klr••tl9Mfen ^ We ^ N•^ YYa ^ W ~ We ^ No ^ Sukide ^ CouM nd lM dalarmimd ^ Pt M. ~• ,CE F I . O NJURY-AI nan., faun, aI/est, ladory, oMu LOCRION (Sneer. Gy/Tit 5,eM1 e a6 S u r5. ak:. I pecJy) tab. ri 3M. 701 CEIITN7ER (Geer Dray oMl . CERTIFYEiG PM'rSIC1AN(Pbyav~an c«Wyng ra.ya d team omen anam« MYkc~an fva w«wuncetl oeam and candeled Mere 231 SIGNATURE AIaDTITLE OF CERTIFlER TO Bu b••t W mY krowleOM, MeN atxunW dw b me e•uealq arW manrwr n aMMd ................................ ..................... C7 ~/I ~A~ /~/V ~1tA I~~i 'PRONOIAICING ANDCERTIFYENT PHYSICIAN (PnyswnboN pronarncug Oeam anOC Te the b.M a erlifymg W cause d Beam) mY knowledge d.atk aeeurr G M d N LICENSE NUMBERo 7 ^~ ` RE (MdaA Day Ygrl ~ ~ 3 H p , a » t ne, deb. and pYCe, arw dw to Bb e•k••1.1 and manna u atatea .......................... ~t G- ` ~ i l 71e. U SAND ADDRESSaPERSON WI/O COMPLETED CAUS OFD H 'MEDN:AL EXAMINEWCORONER tM 11b bab d aaemination and/or invea,lgatbn, M my opinion, death occurred at tM tkne dab and lace a d d , l (Mara 27) Type p Qrxy S3.a N. rRC,+7 sr. ~e f o h . , p , n w o l ,e eauselb and ^ manner as m,ad ................. ............................................................... ", -. . v „~ e K m L a 5 Y 9 t RE STMR'S SIGNATURE AND NUMBS u. Rot1A~ D G . i3/J2 S.~9Np- OREFILED(MpM. Day,>barl ~. «.~ ~I ! ,, J ~~ NuA ~ y ~ / ~3 9~ '~ ~'~T~~'~Gl°d F®l~ PR®~~,'I'E >~nd Git~Pdo'.~' ®F i.~TT~~Y~ Estate of Harry W. Albee, III No. ~/' ~~-'~~ also kr:oti4~n as _ TO~ De leased. Social Sectcrifv No. ~ (n ~ - ~~ ~ - Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who islare 18 years of ago or older an the execur~j x named in the last will of the above decedent, dated December g . 1~-~- and codi.cil(s) elated - (state relevant amtmstances, e.;. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or~p_~ cipal residence at 501 South Broad Street - (list street, number and muncipality) Deccndent, then 52 years of age, died January 3 , 19 95 _, at .~- :~U J 7 1 r C N ,. Except as f llows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the 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: (If domiciled in Pa.) All personal property $ ~~. Rb,-n~--° - (If not domiciled in Pa.) Personal property in Pennsylvania $ - (If not domiciled in Pa.) Personal property in County $ - ya'sur_ of real estate in Pennsylvania ~ - situated as follows: - WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and coditd;l(s) presented herewith and t}:e grant of letters Testamentary - (testamentary; administration e.t.a.; administration d.b.n.c.t.a.) iheron. u v .~ - aN Mary C. Eberly 5n1 Snuth Broad Street ~ o ^'V Mpr}+,~ninchnr~ PA 17(1S~i _ ~,a. _~ ~ o w c B.J'ri 81[7 ®~ PE~S®17~L ~~~N~La 1 ~ 7 L ~~~~®1otWlF.AL'~FI ®F PENNSYLdANIA t ss ~Q~Jj~'F~r ~F Cumberland J~ The petitioner(s) above-named swears} 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 represrn- tztive(s) of the above decedent petitioner(s) will well and y adminIater the estate according to letw, Svrern to or affirmed and subscribed before me this ~~ day of a ~a n r ~ r / ~ ~ 9 -°. i~ly~R Y C. L E W I S Register `, %~~- /:x- iB, ? 1____9 a 69 - - --- s ~%„ ~°~.. ~~HBrry 'V$. Alt-JPe, I1T_ ----..__..w._9 Je~'~4'$"€.5~ 3s'~~u~r~e.:~`~~ ~.I: ~.4C0.°Li3~~YS.7~.~`i ~1"'81~.P Y~II"~1"fi.A`I A ®&' FL~~ ~D NC+vy January 'Lb, ~ 19 95 - in consideration of the petition csu the revcrs~ side i?.erz~c*, satisfactory proof hsvisa~ been presented before rne, T fS x'lN~:T?~£~~ t;~azt the instruine::t(s) dated December 19, :.994 c'~scribca t~:n bz ~~itut:ed to pr~batx mnd filed of record ~ the i~st will of ;Marry td, ~lbee, III _ _ _ a end Led2"t~ `Pestamentary _-- arehc~reb;~:gt'~za;ttits~ Mary C. Eberly ~ ~~ x rob~.Ye, Letters, :irtc.......... $ 305 , 00 ~dtort C:•z'?ifi^.at°s'~.5') .......... $ 15.00 `r~zuncirtit~s~z ................ $ X-n~,~ge~ Syr $ 15.00 k'r~;.d .... Jl~~~Ux,R1' :ao, 1995............ .~; _ _.7 @w °, wow ~ ~ t' _y '"7 :J -~~ C '_ 4;, •,.,... Y ,•;, "`': ;L+i g ,' ~' ~~ ~~ ~~ur ar w~sz~ MARY C. LEWIS David M, Watts.Jr. t11TOR2v~EY (Sup. Cit. d.D. Idu.,l 42?.32 ?'1.5~~'.~s Wallace & Nurick ,~DRFSS P. O. BOX I166 Har3-i Gh„r~_.PA 7IQt3-_____ :°F~ONS 717-232-aaoo \. •' ;' r ,~ T.~ST WILL ,~D TESTAMENT .~TARFtY W . ALBEE , I I I I, HA~tFtX 4+1. ALBEE, III, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my bast Will and Testament, hereby revoking all other wills and codicils h+~retofore made by me. ~ `• ~'I~E~'£: I direct that all my just debts and funeral . ^~~enses, including my grave marker, shall be paid from the a:~sets of s:iy estate as soon as practicable after my decease. SIC®~: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my wife, Mary C. Ebe~-iy, providing she shall survivra me by thirty (30) days. Should z~y wife, Mary C. Eberly, predecease me or die on or before the thi~:tieth day following my death, I give, devise and bequeath the resj.due of ny estate, of every nature and wherever situate, to ~y children, Mara, A. Albee and Iain M. Albee, equally, provided tPaat the share of any child who predeceases me or dies ar. or before the thirtieth day following m1 death, shall be distributed to hie or her issue, per atirpes, living on the tPiirty-first day following my death, and in default of such then- living issue, such share shall be added to the share or sharers ' for my other children, and provided further that if any of my children entitled to distribution hereunder shall be under th:e age of ~cYeirty {30) years, the share of such child shall be . delivered to my hereinafter named Trustee to be held IN SEPARATE ;i TRUST for the following uses and purposes: a. After the child attains the age of eighteen (18), to pay thereafter to such child the net income, together with so much of the principal thereof. as Trustee shall consider advisable for the support and education (including college education, bath graduate and undergraduate, and vocational training), of such child after taking into consideration his or her other readily ~avail~,3ale assets and sources of income. b. .When the beneficiary of each separate trust attains the age of twenty-five (25) years, the Trustee shall pay to the beneficiary, one-half of the then remaining principal and unpaid interest in said beneficiary~s separate trust. !'^ 4 ~~~ M .•~ _. _ _... _T _. _._ __ __..... _ r _. .. ~. c. When the beneficiary of each separate trust attains the age og thirty (30) years, such Trust shall terminate and Trustee shall distribute absolutely to such beneficiary the entire than-remaining principal and any undistributed income of his or her separate trust. d. Sf any such child or beneficiary shall die befoa-e receiving final distribution of his or her entire share, the undistributed balance shall be distributed outright to his or her surviving issue, ger stirpes, and in default of any such issue, then to my then living ircue, ~.~r stirpes; the share of any beneficiary whose original share is then being held in trust t:o be added to and treated as a part of that trust. e. All shares of principal and income hereby given shall b~: free from anticipation, assignment, pledge or obligations of beneficiaries, and shall not be subject to any execution or attachment. T~I1~D: I appoint Farmers Trust Company, of Carlisle, Pennsylvania, Trustee of any Trust created by this my Last Wi:Ll and Testament. L~OD~'3'$; I hereby give and grant to my Executor and Trustee hereunder and their successors, hereinafter sometimes called "fiduciary" or "fiduciaries," the following powers, duties anti discretion, in addition to those now or hereafter conferred b,t law, to be exercised in any capacity to which such powers may be applicable and in the best interests of my estate and beneficiaries: a. To purchase or otherwise acquire or receive, anti to retain, ~rhether originally a pert of the probate or trust estate or subsequently acquired, any and all stocks, bonds, notes or other securities, or any variety of real or per:oval property„ including stocks or interest in investaoaent trusts and common trust funds, as it may deem advisable, including specifically authorization to retain, buy or sell any sharass of the stock of any corporate fiduciary. b. To sell, pledge, mortgage, transfer, exchange, convert or otherwise dispose of, or grant options with rsapeci: to, any and all property at any time forming a part of the probate or trust estate, in such manner, at such time or timsia, for such purposes, for such prices, and upon such terms, credits and conditions as it may deem advisable. c. To borrow money for any purpose connected with t:he protection, preservation or improvement of the probate or trust estate, whenever in its judgment advisable, and as security to ~aortgage gar pledge any real or gersonal property forming a part ~, i ~,. >-~a~: . Y.. ' 2 ,. •- -_ ~ ~ ,. __. r ;: ~~ of the probate or trust estate, upon such terms and conditions as it may deem advisable. d. To vote, exchange and otherwise exercise all rights, privileges or options in any way pertaining to the stocks, bonds, securities and other assets at any time belonging to the probate or trust estate; provided, however, that with respect to any shares of stock belonging to the probate or trust estate, the beneficiary hereunder may determine the manner in which said shares shall be voted, and may actually direct how such shares shall be voted. e. To hold investments in the name of its nominee. f. To make alterations of, repairs upon, additions top and erect improvements upon real estate, and to make leases therefor for such terms as it may deem advisable. q. To make distribution of the principal and accrued income, if any, of the trust estate, to and among those entitled thereto at the termination of the Trust, in kind or in cash, or partly in kind or partly in cash, as it deems proper, just and ec~..:itable. h. To allocate receipts and expenses to principal or income,• or partly to each, as my fiduciary, from time to time, deems proper in its soli discretion. i. To comprise claims and to execute and deliver any and all instruments in writing which it may deem advisable to carry out any of the foregoing powers. No party to any such agreement in writing signed by the Executor or Trustee shall be ohligaLed to inquire into its validity or be bound to see to they application by the Executor or Trustee of ary money or property paid or delivered to it by such party pursuant to the terans of any •such agreement. ~. Trustee shall have the power to buy assets from and lend money to the Executor of my estate, and to advance funds without reimbursement for the payment of the expenses of the adr~ainistr~ition of my estate, including all taxes that may be assessed by reason of my death, and the Executor shall have the power,to sell assets to and borrow money from the Trustee of the trust estate and to receive funds from the Trustee without the obligations of reimbursement for the payment of the expenses of the administration of my estate, including all taxes that may be assessed by reason of my death; provided, however, that benefits from qualified pension or profit-sharing plans received by the Trustee shall not be used fQr the purpose of paying such expenses or such taxes. CM r r~~' - 3 - ~`~ ~ , .,~ Ft. To distribute the principal of the probate or trust ; estates to the then income beneficiary, if, in the Trustes~s discretion, the amount of the principal of the probate or trust estate is so small as to be impractical or uneconomical to administer properly. rl I have made no other provisions in this my Last Will and T~satamasnt for my children other than as sat forth herein because I have made certain provisions for them through a revocable unfunded life insurance trust dated May 9, 1988, between myself and Farmers Trust Company of Carlisle, Pennsylvania. It is my intention to leave each of my children at least Thirty-Five Thousand Dollars ($35,000.00) under such `~ revocable unfunded life insurance trust. Thus, notwithstanding Article Second above, if such revocable unfunded life insurance truvti remains unfunded or underfunded at my death because of an .insufficiency of life insurance proceeds, then I give and bequsa.th an amount up to Thirty-Five Thousand Dollars ($35,000.00) to each of my children, so that each of them shall receive at least Thirty-Five Thousand Dollars ($35,000.00) through such irrevocable unfunded life insurance trust and under this gill. Such amounts shall be paid as follows: a. Ten Thousand Dollars ($10,000.00) (or such lesser amount if funding is available under the revocable unfunded life insurance trust) shall be paid to each of my children as soon as is reasonably possi~+le following my death. b. The remaining amount shall be paid to each of theta three! (3) years after the date of my death. BIB: i direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction ia^posed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. 8~~: I nominate, constitute and appoint my wife, Mary C. Eberly, Executrix of this my Last Will and Testament. Should my wife; Mary C. Eberly, fail to qualify or cease to act as Execut~.•ix, 1 appoint Farmers Trust Company, Executor of this ~ ' my Last Wily. and Testament. ~;ti EIt~: I direct my Executrix and her successors and my ~;"fir' Trustee and its successors.shall not bs required to give bond for `.~:r.. the faithful performance of their duties in this or any other jurisdiction. ~ t,:- ,~~" r~: y ; Y~ ~IT~~ WR~BOF, I, Harry W. Albae, III, herewith set my ~r~` hand to this, try last Will, typewritten on six (6) sheets of ;,~, - 4 - ~r ~ v ~, ~ " ~ -. S* w° ~ ~ ,~ ,,, :~:;' ~"> ~,, ,^ N`ya>3;:~;:F.,'~r:R:1,~;'~,~"t ~'~EIM.„'f3~'? 31~t~ ~ . r' ,. ' ° ~,'~, ,~ t ,} ,, .`~s r e~.,~; ,.,;.' 4'. F ~ ~.n'S p 5~ 13.... t :~ f' ~ t ry °s i`s.~ .4~: d~ t Mn `~ ~yt~'"~-° s.' r .~1 ~'r ~ tU ... ,.«. ~ n a / ~ / ~ ~ /~ ~ ~~ _'_ __ t 4~E 7s 443. ,p r~~!Sp~nrme f' ..f, . m .."MyR! '~.~.+w.e.r..+e~~~ss{x4 Y 7~ 1. ~ .._,.•..., .. ~ y ~~ ./ln ~~ ~ / ,~ ~ ~: \..... ,. ..t ..,.,. ~ \ ~.~_m~.~,~.....,..e.. ~~~~.i. V3~Ad~ 4d Zr -L~~~`l.~J ~`-~~v~~~-!~~ .~.s~..~~ ~ y y fem.. } S9 I' CC 5 •, ..: . &S: e"f1'lJ~~ A' ~ try' ~~'r~.3aHltd <n:~:~ry s:~. 331bea~, ~~~, (the testator) .~--~t"''~ ~C.~~ l.V~ :... {the witnes ~ , whose xaame~s are signed to the forego ng n rusaent, being first duly sworn, each h~sreb~T declares to the undersigned authority that the testator Sign~:d a:~d executed the instrument as his last will in the ~resencra of the witnesses and that he had signed willingly, and 4h~.t ~:c executed it as hips free and voluntary act for the pur- ~aL a_~° ~.~~..~rein c:~~ressed, And that each of the wigner~ses, ~:n the '~:~c~~~c~ ~??.c's hea~,^inr~ of the testator, signed the will as ~aitneaa 3F~r.~ `£:~~.;~~:. ~:o •~h~. Y~est of his or hex kno~tledge the testator ~~~4~8 at ~~:~~,t ti::~~ eighteen years of age or older, of sound mind and. •~.,tder ~^ con`N' ~=taint or undue influence. TESTATQR: & b9.r "I Albee, iglr ~ t~'~`I'N~,~~; wZTN~S3: Y Y\, Subsc'~'~.~=, sworn to and acknowledged before me by Harry 6d. ~'>Ab~°e~ ll$, -t(/~/he te~s~tat~or, and subscri d and sworn to befo;ce sae `~~ Y ~ _5 ~ ~ ~. --- and ~lC, f,(~'~d.~' ~ ~~ the ~.~~.~~rs:~zn~ a this ~~i day of DacQ~.mber, 2994 . r~ lvOTAptA1 SEAL JUQY R~ 80A96ARt?I1tEp, N . + i~arrlsburQ. PA Dauphht~CO public tvty Commiss on :~. p~,,s~ Expires Fed. 23, i998 ~1• -':~; C~ ~z~ N ary Publs.c _ j SF,.i,J~~ ' .~. , - ~ - ., C~~'1'~~;~A..'~~[[?N ~~' ~t~'1'1C~ ~i~~~. ~$~J~.~. 5~4~ ;~:~~~~ ~~' ~~~e~.~:~sx: ~~~ '~:~I~see. Iii _~ `~ :,- a:ar.~~~'v that ~.~txe ~~° i~ene~e$~ intermit reR.~ug~°:,?£ ~y ~a.A;e 5.~;~) e~f the ~,x ~,~s ,.r,' °~;4~~~3~ ~ ~ie:~ ~~~s ~~°~~ nn ~r ~~ied t® ties i'~ailr~wvsn~ hea~e~eiara~~ n~ thy. ;~htrwe- Y °t``?i~'4 5't„r#t'.', i::a ~v".~'k''hnx~3'y~!1 ~i~~~. S°~~:~: sc ~~..,~~e~~~~~~ ~.35~ ~I~~c~s~w~~ ~,~e~~~, 's~te~,~h, IV S99_~ ~~:rr ~w~;.~.~r~.:~:c 13 ~6'i,5~~a ~~sen~. ~Jh~te~i~~-. I!/~'~ 5937 _ j?,~,~;.~~~;,~~';Fr °e~Y SQL ~ ~x~a~ 5tree~, ~rEeit~ic6isurg, 1'~. 1'9455 _ >x~a~~~5 `i'~~~~f` ~~aiig~o£ ~~Eflgs,e ~ :~e~_~i_gl"n Street, C'aria~le, ~A_~7443 ~~~b:~~~~ ~^~y ~~~,~~, hen ~;i~e.~ tai ~~ gers~r~s ent~tied t3aea-ete~ eider 1's~ie 5.5(a) exc~is;t n ~ . ~ ~~° ~ ~. ~, ~ - .. _ ~. - ~-- ~~ ~~ . _. - `~ y ~:,; . ~-,- - - v ' ~.~ i. ~" _ :U J ~~ CJ~ ? ~ I~ _ U ~ ~T. ~ C.57;i F~a,e ~~aei~ ~._ ' , ~~ ~~aairre ___ Aeidre~.5 '.~~~~ ~~~~ ..~~~.~.a...~r~ ~~1Q.~-A1~36 '1'eie~4eorse ~7.~ Tj 23~-5'9:1 --- ~~~~eity: ~er~can~ R.eg.n~tiv~~ ~ereeas~i fea~ ~er~azasi p~e~r~ee~t~fl~ /e ,- .. .. ,~ ,, a. ,~ w X~y ~. ,~, ,. ,, ~ .. . - kv,. rhf~ins'k,,'.y •.I .~~ <:~ '~ ~ ~ ~ ~ . _, _ ~ .. ~ - ,.. ~~ _, '~ '~ ~\ ~~ .. ... ._ .. , . ;~: _._ y...~_.:._. _~ .w:._i .....: .,=: ~-.`~~naic-y:c:r~:.~ i..:.:.,:.., ... ~_ ., .~~.. ~.. ..v ~ .._ ~........_ ~..a.~~.y.rc~.cu..~r.~....:,_ .... ;: REV.Ib2 EX (~.Vtl 'r/~Ci.l'+A~.° ~}~I~1pI!~~flAy vYy irR AAiD•~1'A~e;~i4JC ~ I ACN RECEIVED FROM: ASSESSMENT AMOUNT CONTROL NUMBER RtdOF~D€ ~ 3I NOIV 1 .-~ P 0 ~O% 1 l ~~i ' ~l4RR1~~i.D~'~a F'A 1710 ~ - i - FOLC HERE fOID MERE ESI TATS INFORMATION I FILE NUMBER c 1-1993-0069 :3>E;N Ob8-3~-1 ~9b I NAME OF DECEDENT (LAST) (FIRST) (MI) Fel_~E~ Kr~s3~~2Y 6~ I Y Y a PATE OF PAYMENT ta POSTMARK DATE COUIJTY ~l9l~iAEFELf•-'\ih~ I DATE OF DEATH Y TOTAL AMOUNT PAID ~1 ~ s000.00 , • REMARKS r?r',~RY C ~~~€$l..Y . c s~ s~~o~o~ ~ ~ a N~ ~ SERI u4C=r"A:xe 10E~ RECEIVED Bd"%' . 51GNA7UgE ,-~ ~~o~srrE~ o~ r~>!~w^ ~,araar CC. ~~wr~ ~.~. ~' ~. F~.,::,~ ~, FFEC~i I ~4~R t~ id I LL8 ~ ~ : <,, H ~~ r ~M~xna ~,~ w ~ ~~.c." .~+aR^..'+,Y^:. ~ c^ ,.5~'+~-~yC"w+.. --ti.~... ~ „~ - ~` "* ~~ ,_ :s~ ~ ... `~~w 'q~,•yri ~ .. .., ,. .. `;ir ' ~ u ~. 8 ~ V /.I ~ S RRFUND_ GLA T_M SPbds~~ TzgvsF~ - ~ REV - 1500 EX . -sa) INHERITANCE TAX RETURN r~; ~QEFUN~ ~LAi~1 RESIDENT DECEDENT ~fll, COMMp NW A TH OF PE NSYLVANIA ~VENUE DEPARp1u~~~IT2C~ F R i;TO BE FILED IN DUPLICATE 21 p 6 p HARRISBURG, PA t7tza-of;ot WITH REGISTER OF WILLS) coy D E C E D E N T E P O K P S C P O 0 R N E E S N - T ATES OF DEATH AFTER 12/31/91 CHECK HERE 'OUSAL iTY CREDIT IS CLAIMED NUMBER x,95 0069 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS Albee, III, Harr W. 501 S. Broad Street iOCIALSECURITYNUMBER DATE OF DEATH DATE OF BIRTH Mechanicsburg, PA 17055 063-32-1396 ~O1/03/95 X03/17/42 ~c APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIAL) ar C . Eberl _ __ , X 1. Original Return 2. Supplcrnc:nt~l RQtU~n 4. Limited Estate 4a. Future Interest Comp qty CiP~ERLAND S ~~Il.` SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 181-32-7426 471,464.66 ~- 3. Remainder Return mise (for dates of death prior to 12-13-82) 12-12-82) X^ 5. Federal Estate Tax Return Required iving Trust 1 8. Total Number of Safe Deposit Boxes ro {for dates of death after ~X 6. Decedent Died Testate ~X 7. Decedent Maintained a L (Attach copy of Will) (Attach a copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Stanley A. Smith ELEPHONENUMBER COMPLETE MAILING ADDRESS Rhoads & Sinon, P. O. Box'. 1146 Harrisburg, PA 17108 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 10 , 000.00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 570, 957.00 4. Mortgages and Notes Receivable (Schedule D) (4) R E 5. Cash, Bank Deposits fli Miscellaneous Personal Property (Sch. E) (5) 32, 8Q$'; 59 A 6. Jointly Owned Property (Schedule F) (6) p 7. Transfers (Schedule G) (Schedule L) (7) T 8. Total Gross Assets (total lines 1-7) (8;1 613, 855 .59 ~ 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 30, 956.52 A Expenses (Schedule H) T I 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 111, 434 .41 N 11. Total Deductions (total Lines 9 $ 10) (11) 142 , 3 90.93 12. Net Value of Estate (Line 8-minus Line 11) (12) 471 , 464.66 13. Charitable and Governmental Bequests (Schedule J) (13) 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 471 , 464.66 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on page 2. (15) 471 , 464.66 X oo ~= o . 00 (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable at 6% rate (16) 0 . 00 X .06 = 0.00 (Include values from Schedule K or Schedule M.) T A 17. Amount of Line 14 taxable at 15% rate (17) 0. 00 X .15 ~= 0.00 X (Include values from Schedule K or Schedule M.) C 18. Principal tax due (Add tax from Line 15, 16 and 17.) (18) 0.00 19. Credits Spousal Poverty Credit Prior Payments Discount Interest ~~ 0.00 + 11,000.00 + 0.00 - 0.00 (19) 11,000.00 20. If Line 19 is realer than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) 11, 0 0 0.0 0 I f+ 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DQ~E. (21) 0.00 f.' A. Enter the interest on the balance due on Line 21 A. (21A) 0.00 B. Enter the total of Line 21 and 21A on Line 21B. This is the BALANCE DUE. (21B) 0.00 Make Check Pa able to: R istsr of ~Ils, A ent - - BE SURE TO ANSMIER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ Under penalties of perjury, I declare t at 1 have examined this roturn, Including accompanying sehedu es a statements, and to the best of my nowledge and belief, it is true, correct and complete. l declare that all real estate has been reported at true market value. Declaration of preparor other than the personal representative is based on all Informat(on of which preparer has arty knowledge. SIGNATURE OF RSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE Mary_C.__Eberly,__c/oRhoads & Sinon P. O. Box 1146, Harrisbur PA 17108 SIGNATUREOf~ REFj+OTHERTHANREPRESENTATIVE ADDRESS \) - Rhoads & Sinon, P. O. Box 1146 . ~uG~~- _____________________________________________________ i / ____Harrisburg, PA 17108 Copyright (c).799~ fbfm software ony CPSystems, Inc 8-8-9~ DATE ;_ Form~(Rev.7-94)7-94) Act #48 of 1994 provides for the 1uction of the tax rates imposed on the ..et value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: •3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 111196 •2% (.02) will be applicable for estates of decedents dying on or after 1/1196 and before 1/1197 •1% (.01) will be applicable for estates of decedents dying on or after 1/1197 and before 111198 •Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, . .. . f b. retain the right to designate who shall use the property transferred or its income, . e. retain a reversionary interest; or . .. .. . d. receive the promise for I'rfe of either payments, benefits or care?. . Z tf death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? N death occurred after December 12, r/ 1982, did decedent transfer property within one year of death without receiving adequate r/ consideration? 3. Did decedent own an 'in trust for' bank account at his or her death? . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Copyright (e)1994 form software only CPSystsms, Ine. Form 1500 (Rev. 7-94) REV - 1503 EX + (1-86) COMMC~ ~~T •E~, ~~~yANIA SCHEDULE B I" R~VSib'~'N~~bi~'i`'" STOCKS AND BOI ESTATE OF Harry W . Albee , III FILE NUMBER 21- 9 5 - 0 0 6 9 (If more space is needed, insert additional sheets of same size.) Copyright (e) 199 form softwero ony CPSyetems, Ine. Forrn 1500 Schedule B (Rev. ~-B6) REV - 1504 EX + (3-92) COMIN V~/~~44T~ ~F~E l~!~ ~VANIA ~sib~"'Nt-`.'L~~~"~~ SCHEDULE C CLOSELY HELD STOCK, PARTNERSHIP AND PROPRIETORSHIP lease Print or T e ESTATE OF Harry W. Albee, III FILE NUMBER 21-95-0065 st:• ~,,:, ::,;: DESCRIPTION BE DATE OF DEATH NUM R 1 50'k General Partnership interest in A & S Mobile Home Park, a Pennsylvania partnership, valued per sale price - valuation data attached 165,530.0( 2 50~ General Partnership interest in PRH Properties, a Pennsylvania partnership, valued per attached data 0.0C S00 she. 3 P. R. Hoffman Machine Products, a closely-held corporation, valued per sale price - valuation data attached 175,000.0( Dividend accrued at 01/03/95 230,427.0( TOTAL (Also enter on line 3, Recapitulation) s 5 7 0, 9 5 7. 0 0 (If more space is needed, insert additional sheets of same size.) Copyright (e) 1994 form software only CPSystsms, Inc. Form 1500 Schedule C (Rw. 3-92) REV•1506 Elf ~ (S•D21 ~ 1~ ,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTN ERSH 1 P INTEREST REPORT ESTATE OF Harry W. Albee, III Plsass Typa or Print FILE NUMBER 21-1995-0069 A. Detailed description showing the method of computation utilized in the valuation of the decedent's interest. B . Complete copies of financial statements or templets copies of the Federal Tax Returns (Form 1065} for the year of death and 4 preceding years, including o balance sheet for the year of death. C. If the Company owned Real Estate, furnish a list showing the complete address/es and estimated Fair Market Value/s. If Real Estate Appraisals have been secured, please attach copies. D. Any other information relative to the valuation of the decedent's interest. 1. Name of Partnership A&S Mobile Home Park Address P • 0 . Box 124 Carlisle, PA 17013 Federal I. D. Number 23-2461774 (As per Form 1065) Date Business Commenced 6 / 1 / 8 7 Business Activity Rentals 2. Decedeni`ivas a ®Genera) ^Limited partner. If decedent was a limited partner, provide initial investment $ 3. PARTNER'S NAMES '1~. OF INCOME yi OF OWNERSHIP SALARY BALANCE OF CAPITAL ACCOUNT A. Harr W. Albee III 50 50 0 e• Michael A. Sienkiewicz 50 50 0 C. D. 4. Estimated Value of decedent's interest: $~,~, 54n . nn 5. Was the partnership indebted to the decedent6 ^Yes ©No If yes, provide amount of indebtedness $ b. Was there life insurance payable to the partnership upon the death of the decedent$ ^Yes ~No If yes, Cash Surrender Value: $ Net proceeds payable: $ Owner of Policy: 7. Was there a written partnership agreement in effect at the time of the decedent's deaths Yes ^No If yes, attach copy of agreement. 8. Did the partnership have an interest in any other partnerships or corporations$ ^Yes ®No If yes, report the necessary information on a separate sheet, including Schedule "C-1" or "C-2"' for each interest. 9. Did the decedent's interest in the partnership change in the year before death if -he date of death was on or aher 12/13!82 or if death occurred prior to 12/13/82 in the last two years;' ^Yes ®No If yes, explain: 10. Was the decedent related to any of the other partners$ ^Yes ®No If yes, explain: 11. Was the partnership dissolved or liquidated after decedent's death;! ^Yes ®No If yes, report all the related information, including copies of the Soles Agreement and/or Settlement Sheet. The major asset of the partne hip,lias been sold. 12. Was the decedent's partnership interest soldi' Yes No If yes, provide a copy of the agreemnt of sale, etc. . REV.1506 EX• (5921 ,~~ SCHEDULE C-2 COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP INHERITANCE TAX RETURN INTEREST REPORT RESIDENT DECEDENT ESTATE OF Harry W. Albee, III Please Type or Print FILE NUMBER A. Detailed description showing the method of computation utilized in the valuation of the decedent's interest. B . Complete copies of financial statements or complete copies of the Federal Tax Returns (Form 1065) for the year of death and 4 preceding years, including a balance sheet for the year of death. C. If the Company owned Real Estate, furnish a list showing the complete address/es and estimated Fair Market Valuels. If Real Estate Appraisals have been secured, please attach copies. D. Any other information relative to the valuation of the decedent's interest. 1. Name of Partnership PRH Properties Federal I. D. Number 25-1733240 (As per Form 1065) Address P.O. Box 860 Date Business Commenced S/1/94 Carlisle, PA 17013 Business Activity Rental 2. Decedent was a ®General ^Limited partner. If decedent was a limited partner, provide initial investment $ 3 PARTNER'S NAMES % OF INCOME % OF OWNERSHIP SALARY BALANCE OF CAPITAL ACCOUNT n. Harr W. Albee III B• John R Krie C. D. 4. Estimated Value of decedent's interest: $ 0.00 5. Was the partnership indebted to the decedent? ^Yes ®No If yes, provide amount of indebtedness $ 6. Was there life insurance payable to the partnership upon the death of the decedent? ^Yes ~No If yes, Cash Surrender Value: $ Net proceeds payable: $ _ Owner of Policy: 7. Was there a written partnership agreement in effect at the time of the decedent's death? ®Yes ^No If yes, attach copy of agreement. 8. Did the partnership have an interest in any other partnerships or corporations? ^Yes ®No If yes, report the necessary information on a separate sheet, including Schedule "C-1" or "C-2" for each interest. 9. Did the decedent's interest in the partnership change in the year before death if the date of death was on or after 12/13/82 or if death occurred prior to 12/13/82 in the last two years? Wes ^No If yes, explain: Partnership was formed on Ma 1, 1994. 10. Was the decedent related to any of the other partners? ^Yes ®No If yes, explain: 11. Was the partnership dissolved or liquidated after decedent's death? ^Yes QNo If yes, report all the related information, including copies of the Sales Agreement and/or Settlement Sheet. 12. Was the decedent's partnership interest sold? ^Yes ®No If yes, provide a copy of the agreemnt of sale, etc. REV-1505 EX• ~3-G2) ,~~ SCHEDULE C-1 CLOSELY HELD CORPORATE STOCK COMMONWEALTH OF VENNSYIVANIA INFORMATION REPORT INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harry W. Albee, III 1. 2. 3. 4. FILE NUMBER Please Type or Print 21-1995-0069 A. Detailed description showing the method of computation utilized in the valuation of the decedent's stock. B. Complete copies of financial statements or complete copies of the Federal Tax Returns (Federal Form 1120) for the year of death and 4 preceding years. C. Statement of dividends paid each year. List those declared and unpaid. D. List names of officers, salaries, bonuses and any other benefits received from Corporation. E. If the Company owned real estate, submit a list showing the complete address/es and estimated Foir Market Value/s. If Real Estate Appraisals have been secured, please attach copies. F. List principal stockholders at date of death, number of shares held, and relationship to decedent. G. Any other information relative to the valuation of the decedent's interest. Name of Corporation P.R. Hoffman Machine Products Corn. State of Inc. Delaware Street Address P .0 . Box 860 Dats of Inc. 9/ 286 City Carlisle State PA Zip Coda 17013 Total Number of Shareholders 2 Federal I. D. Number 13-3366285 Business Reporting Year Calendar _to (Same As Federal form 1 120) Type of Business Manufacturing Product Phone components STOCK TYPE TOTAL ~ SHARES OUTSTANDING PAR VALUE # SHARES OWNED BY DECEDENT Common 1 000 500 Preferred Provide all rights and restrictions perfoining to eae6 class of stock. 5. Was decedent employed by the Corporationg ®Yss ^ No If yes, Position President Annual Salary S 163, 000.00 Time Devoted to business Full time 6. Was the Corporation indebted to the dscsdent4 ^Yes ®No If yes, provide amount of indebtedness $ 7 Was there life insurance payable to the corporation upon death of decedsnti< ^Yss If yes, Cash Surrender Value: $ Net Proceeds Payable: $ . Owner of Policy 8. Did the decedent sell or transfer stock of this company within one year prior to death if the date of death was on or after 12/13/82 or within two years if the date of death was prior to 12/13/82P ^Yes ®No IF yes: ^ Transfer ^Sals # of Shares Transferee or Purchaser Consideration $ Dats Attach a separate sheet for additional transfers and/or sales. 9. Did the corporation hove an interest in other corporations or partnerships3 ^Yes ®No If yes, report the necessary information on a separate sheet, including Schedule "C-1" or "C-2" for each interest. 10. Was there a written shareholder's agreement in effsd at the time of the decedent's deaths ®Yes ^ IVo If yes, provide a copy of the agreement. 11. Was the decedent's stock soldi3 ®Yes ^ No If yes, provide a copy of the agreement of sale, etc. 12. Was the corporation dissolved or liquidated after the decedent's death3 ^Yes ®No If yes, provide a breakdown of liquidation distributions, etc. Attach o separate sheet. ® No REV - 1508 EX + (2-87) COM INHNEgR~I/~ICgO~FgP~Fry~t~j~~~L~VANIA RES u NT DECEDrE! ' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS ESTATE OF Harry W. Albee, III Please FILE NUMBER 21-95-0069 (All property 'ointly-owned wkh Ri ht of Survivorship must be disclosed on Schedule F) ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 Miscellaneous coins with a cash value of $31.03 31.03 2 Members 1st Federal Credit Union Savings Acct.#116739-00, opened 9/18/90 10,533.06 Interest accrued to 01/03/95 2.86 3 1993 Mazda Miata automobile 14,600.00 4 American Express credit balance refund 749.83 5 American Express travelers' cheques 400.00 6 Capital Blue Cross medical reimbursements 4,761.51 7 NationsBank - credit balance refund 1,127.90 8 USAA - refund of unused auto insurance premium 659.95 9 Vanguard Cellular Systems - refund 32.45 TOTAL (Also enter on line 5, Recapitulation) ~S 32 , S 98.59 (Attach additional 8 1/2" x 11" sheets'rf more space is needed.) Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 Schedule E (Rev. 2 -87) REV - 1510 EX + (2-87) COM INq~v~~~rc~ P~,~.~~~ANIA SCHEDULE G Rs N ~ TRANSFERS ESTATE OF Harry W. Albee, III FILE NUMBER 21-95-0069 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 21S YES. Copyright (c) 1994 form softwaro ony CPSystems, Ine. Form 1500 Schedule G (Rav. 2 -87) rtev - ~o~ i ex + l~-ao~ ~arnwv~~ n FUNERAL EXPENSES, COMM w~4r O ANIA I" #~~~~ ADMINISTRATIVE COSTS AND Si~"~'N MISCELLANEOUS EXPENSES Please Print or T e ESTATE OF Harry W. Albee, III FILE NUMBER 21-95-0069 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1 Gingrich Memorials Gravemarker 2,585.00 Total funeral expenses from continuation page(s): 2,979.25 B. Administrative Costs: 1. Personal Representative Comrnissions Social Security Number of Personal Representative: - - _ Year Corrxnissions paid 0 . 0 0 2. Attorney Fees 21,000.00 3. Family Exemption Claimant Mary C. Eberly Relationship Wife _ 2, 000.00 Address of Claimant at decedent's death Street Address 501 S . Broad Street _ City Mechanicsburg State PA Zip Code 17055 4. Probate Fees 3 4 0. 0 0 C. Miscellaneous Expenses: 1 Bay Area Appraisers, Inc. Appraisal of Maryland real estate 300.00 2 Boles, Grove & Metzger, P.C. Preparation of 1994 income tax returns 1,050.00 3 Freysinger Mazda Inspection, replace battery in decedents automobile 107.26 4 Rhoads & Sinon Reimbursement, out-of-pocket disbursements 410.01 Total miscellaneous expenses from continuation naae(s)~ ,QS nn TOTAL (Also enter on line 9, 0,956.52 (If mon span is needed, insert additional sheets of same sise.) Copyright (c) 1991 form software ony CPSystems, Irx. Form 1500 Schedule H (Rev. 7-88) SCHEDULE H i FUNERAL EXPENSES (continued) ESTATE OF: Harry W. Albee, III ITEM NO DESCRIPTION 2 Mary Eberly Reimbursement for payment of the following funeral expenses: Mechanicsburg Cemetery Association - cemetery lot and grave opening 635; Memorial notice 3.25 3 Myers Funeral Home, Inc. Funeral and burial expenses Total. (Carry forward to main schedule) FILE NUMBER: 21-95-0069 AMOUNT 638.25 2,341.00 • ;~ 2,979.25 SCHEDULE H ' MISCELLANEOUS EXPENSES (conti2.aed) ESTATE OF: Harry W. Albee, III FILE NUMBER: 21-95-0069 ITEM NO DESCRIPTION AMOUNT 5 Rudy's Yacht Yard Commission boat and return boat to slip 135.00 6 Smith Barney FMA annual fee as of 3/95 50.00 Total. (Carry forward to main schedule) $ 185.00 REV - 1512 EX ~ (1-93) , SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT INHERITANCE TAX RETURN r RESIDENT DECEDENT MORTGAGE LIABILITIES AND LIENS Please Print of T e ESTATE OF Harry W. Albee , I I I FILE NUMBER 21- 9 5- 0 0 6 9 ITEM NUMBER DESCRIPTION AMOUNT 1 Capital Health Systems Balance due, medical expense 484.00 2 Barry L. Heckard, Tax Collector 1995 Personal Tax, Mechanicsburg Borough g,80 3 Homedco Balance due, medical expense 74.20 4 Internal Revenue Service 1994 Federal Income Tax (decedent's share of joint tax liability - $95,300 x .84) 80,052.00 5 Internal Revenue Service Decedent's share of 1993 deferred Federal income tax - ($14,557 x .84) 12,227.88 6 Mary Eberly Reimbursement for payment of the following debts of decedent: Cellular One 53.11; Susquehanna Surgeons 70.00; Harrisburg Hospital 405.50; USAA, auto insurance 598.12; West Shore ALS 106.20 1,232.93 7 McNees, Wallace & Nurick Legal services rendered on behalf of decedent 2,367.00 8 Olsten Kimberly Quality Care Balance due, medical expense 2,305.60 9 Pennsylvania Department of Revenue 1994 Pennsylvania income tax 7,391.00 10 P. R. Hoffman Machine Products Corporation repayment of loan to decedent 5,000.00 Total from continuation schedule(s) 290.00 TOTAL (Also enter on line 10, Recapkulation) S 111, 4 3 4.41 (If more space is needed, insert additional sheets of same size.) Copyright (c) 1994 form software onry CPSystsms, Irte. Form 1500 Schedule ((Rev. 1-93) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS (continued) ESTATE OF: Harry W. Albee, III ITEM NO DESCRIPTION 11 West Shore ALS Balance due, medical expense FILE NUMBER: 21-95-0069 AMOUNT 290.00 Total. (Carry forward to main schedule) $ 290.00 REV - 1513 EX + (2-87) COM INHNg ~AN CHgOFp xP N TURN ANIA I SCHEDULE J RE~IDENT DEC~~Nr BENEFICIARIE ESTATE OF Harry W. Albee, III FILE NUMBER 21-95-0069 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1 Mary C. Eberly Surviving Spouse 471,464.66 501 South Broad Street Mechanicsburg, PA 17055 Copyright (e) 199 form software only CPSystems, Inc. Form 1500 Schedule J (Rev. 2-87) 14NDREWS 8~ JOHNSON 10 S. Courthouse Avenue .-~ CERTIFIED COPY: ;r Carlisle, Pa 17013 ' ° (717) 243-0123 REVOCABLE IINFUNDED LIFE INSIIRAN TRIIST THIS AGREEMENT OF TRIIST, executed this ~ alt day of `~~~ 198 , between HARRY W. ALBEE III, of the Borough of Carlisle, Cumberland County, Pennsylvania (hereinafter called Settlor), and FARMERS TRIIST COMPANY, of Carlisle, Pennsylvania, or its successors (hereinafter called Trustee), WITNESSETH: WFIEREA.S, Settlor has designated Trustee as beneficiary under the life insurance policy described and listed in the schedule attached hereto and made a part hereof; and WHEREAS, Settlor previously established a Revocable Unfunded Life Insurance Trust with Trustee, said Trust instrument being dated October 25, 1985, in which he provided for funds to be expended for the support of his children; and WHEREAS, it is Settlor's desire to now establish another Revocable Unfunded Life Insurance Trust, the purpose of which shall be primarily for the education of his children, including education in college and/or vocational training or trade school; NOW THEREFORE, Trustee agrees to collect the proceeds of said death benefit upon maturity thereof by the death of Settlor, and to hold such proceeds, together with any other property, real or personal, that may be added to the Trust (such proceeds and additions being hereinafter called principal), IN TRUST, as follows: FIRST: Trustee shall hold all of the principal and shall establish one (1) Trust for the benefit of Settlor's children, namely, Mark Albee and Iain Albee, until said Trust is terminated as provided for herein, for the following uses and purposes: a a. To accumulate the income therefrom for and during the term of the Trust. b. As much of the income, accumulated income and principal of this Trust as may be necessary for the tuition, room and board expense and book expense for the education (including college education and vocational training) of my children shall be either paid to them or else be applied directly for their benefit by the Trustee. Distributions hereunder need not be equal and neither child shall be required to reimburse the other for any difference between the distributions. c. As much of the income, accumulated income and principal of this Trust as the Trustee in its sole discretion may from time to time think advisable for legitimate education-related expenses (including college education and vocational training) of my children shall be either paid to them or else applied directly for their benefit by the Trustee after taking into consideration that it is my desire to educate both boys from this fund and after taking into consideration their other readily available assets and sources of income. Distributions hereunder need not be equal and neither child shall be required to reimburse the other for any difference. d. When I have no child living and under the age of twenty-five (25) years, then this Trust shall terminate and the remaining principal and any accumulated or undistributed 3 income shall be divided into as many equal shares as I have children living at the time of distribution and children who have died prior to distribution leaving issue living at the time of distribution, there being no consideration given to prior distributions to or for the benefit of the children under Paragraphs b and c of this Paragraph. One such share shall be paid over to each of my children living at the time of distribution and one such share shall be paid over to the issue per stirpes of each of my children who has died prior to the time of distribution leaving issue living at the time of distribution. SECOND: The principal and income of this Trust shall be free from anticipation, assignment, pledge or obligation of any beneficiary, and shall not be subject to any execution or attachment or to voluntary or involuntary alienation. THIRD: Trustee shall have the following powers in addition to those vested in it by law and by other provisions of this Trust, applicable to all property, principal and income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property: a. To retain any or all of the assets of this Trust, real or personal, including stock of Trustee, without regard to any principle of diversification or risk. b. To invest in all forms of property, including stock, common trust funds and mortgage investment funds, whether operated by Trustee or by others, without restriction to 4 investments authorized for Pennsylvania fiduciaries, as it deems proper, without regard to any principle of diversification or risk. c. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as it deems proper. d. To allocate receipts and expenses to principal or income, or partly to each, as Trustee from time to time thinks proper in its own discretion. e. To compromise any claim or controversy. f~ To distribute in cash or kind, or partly each. g. To hold property in its name without designation of any fiduciary capacity, or in the name of a nominee or unregistered. FOIIRTH: Trustee shall have no duty to pay any premiums on the life insurance policy subject hereto, and the company issuing such policy shall have no responsibility to see to the fulfillment of this Trust or the application of the proceeds of such policy, and Trustee shall have no duty to bring suit upon any life insurance policy subject hereto unless it holds funds hereunder out of which it may be indemnified against all costs, legal fees and other expenses of suit. F11~1'~: Settlor reserves to himself the following rights (each of which may be exercised by Settlor alone whenever and as often as Settlor may wish): a a. All rights now or hereafter vested in Settlor as the owner and the insured under the life insurance policy subject hereto, including but not limited to the rights to change beneficiaries, to borrow on the policy either from the issuing company or from other institutions or other persons, to assign and pledge the policy for any loan, and to receive dividends and all other payments available to the owner and the insured; and b. The right by an instrument in writing intended to take effect during Settlor's lifetime signed by Settlor and delivered to Trustee to revoke or amend this agreement, in whole or in part, provided that the duties, powers and liabilities of Trustee shall not be substantially changed without its written consent. SIXTH: Subject to the approval of Trustee, anyone may add property, real or personal, to the principal of this Trust by Deed, Will or otherwise. SEVENTH: Trustee shall receive compensation for the performance of its functions hereunder in accordance with its standard scheduled fees in effect from time to time during the period over which its services are performed. EIGHTH: The situs of this Trust for administrative and accounting purposes shall be in the County of Cumberland and Commonwealth of Pennsylvania, and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of that Commonwealth. 0 IN FATNESS WHEREOF, Settlor has hereunto set his hand the day and year above written, and Trustee has executed this instrument and caused its corporate seal to be affixed hereto. WITNESS: i~~ll "I ~~= ~ ~ ~~, ATTEST: ~- a -~ ~ (SEAL) Harry W. Albee III FARMERS TRUST COMPANY By' '~ (SEAL} COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ~ SS. ON THIS, the ~ ~ ~_~ day, of ~ , 198', before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared HARRY W. ALBEE III, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ,~ ' ~~~~--SEAL) Nota Pu Ronaltf E.1ofi n: Notary Public Carlisle Boro, umberland County My Comm~ss~on Expires Sept. 23,1991