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PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF Cumberland COUNTY,PENNSYLVANIA
Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in
support thereof aver(s)the following and respectfully request(s)the grant of Letters in the appropriate form:
Decedent's Information
Name: Sara F Albright File No: �I^13 r'3
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: November 27,2013 Age at death: 93
Decedent was domiciled at death in Cumberland County, PA (state)with his/her last
principal residence at 441 Herman Ave,Lemoyne,PA 17043
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at Harrisburg Hospital,Harrisburg,PA 17101
Street address,Post Office and Zip Code City,Township or Borough County State
Estimate of value of decedent's property at death:
If domiciled in Pennsylvania............................ All personal property $ -1 S a,O O
If not domiciled in Pennsy lvania. ....................... Personal property in Pennsylvania $
If not domiciled in Pennsylvania. :.....****** Personal property in County $
Value of real estate in Pennsyl vania......................................................... $ 16 n ()() O
TOTAL ESTIMATED VALUE. ... $
S I<
Real estate in Pennsylvania situated at: 1 O o, -7,!57 O
(Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County
rte,
A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated SeJFegw 6,201 ' MarOCodicil(s)
thereto dated None :)o
` '
State relevant circumstances(eg.renunciation,death of executor,etap x� N M rr'7
1- -_r W C7
Except as follows:after the execution of the instrument(s)offered for probate Decedent did not marry,was trot cfvoziced,was not a pgttygta a pending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§33-3(g�and didZ have ohild born or
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. C) c-a'
N t° r'i
NO EXCEPTIONS O EXCEPTIONS - —
"�
1311. Petition for Grant of Letters of Administration (If applicable)
c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,durante minoritate
If Administration,c.tm or db.n.c.ta.,enter date of Will in Section A above and complete list of heirs.
Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person.
O NO EXCEPTIONS Q EXCEPTIONS
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs(attach
additional sheets,if necessary):
Name Relationship Address
Form Rw-02 rev.10/11/2011 Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Suzanne A.Klein 317 Chestnut Street Mount Holly,PA 17065
The Petitioner(s)above-named swear(s)or affirm(s)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 Representative(s)of the Decedent,the Petitioner(s)will well and truly administer the estate according to law.
Sworn to or firmed and subscribed before .� kl�.�, Date i 2 23 13
me thi day of ,QU3 Date
By: Date
For the Register Date
BOND Required: Q YES ® NO To the Register of Wills:
FEES: / Please enter my appearance by my signature below:
Letters . . . . .. . . . . . . . . . . . . . . . . $ �•
,� Q Attorney Signature:
Short Certificate(s).. . . . . 3p pO
( )Renunciation(s).. . . . . .. . r�-5
( )Codicil(s). . . . . . . . . .. . . c7
( )Affidavit(s).. . . . . .. . . .. ® 4D Cs
Bond.. . . . . .. . . . . ... . . . . . . . . . Printed Name: r1l :)
Commission. . . .. . . . . . . . . . . . . . Supreme Court r tV rT1
Other W1 . . . . . .. . (S pD ID Number:
PIYI. 1!lrl . . . lrj. Firm Name:
. . . . . Address: Tl c
. . . . . Z3 —d __
. . . . . Phone:
Automation Fee. . . . . . . . . . . . . . . p0 Fax:
JCS Fee. . . . . . . . . . . . . . . . . . . . . 243._Ftyb Email:
TOTAL. . . . . . . . . . .. . . .. . . . . . $ 368-
DECREE OF THE REGISTER
Estate of Sara F Albright File No:
a/k/a: ((�� I,�'C.X�'
AND NOW, D 6C�� 13 ,OLD(J ,in consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED that Letters 1C�Q,I�Y 'Q �I
are hereby granted to 5l I,�LC�t'l r� Qt• e-1 e I to
in the above estate and(if applicable)that
the instrument(s)dated i I
described in the Petition be admi ted to probate and filed of record as the last Will(and Codicil(s))of Decedent.
Register of Will ��. ✓I P� 1 1
Form RW-02 rev.10/11/2011 age 2 of 2
J
R E"C O R tD. `O O E E I C cI §T WILL AND TESTAMENT
REGISTER OF V111.7-T-
AD GEC 23 Pn 12 98 of
SARA F.ALBRIGHT
CLERK OF
I, SARA,WA rt ERIP T,now of 441 Herman Avenue, Lemoyne, Cumberland County,
Pennsyly ,�N,4NA91)A"S4 and declare this to be my Last Will and Testament, hereby
revoking all of er prior 1 ,qnd"bodicils made by me.
FIRST: Family Background and Appointment of Executor.
(A) Family and Background Information. I am not currently married. My child is
SUZANNE A. KLEIN. Throughout this Will, SUZANNE A. KLEIN will be referred to as
"my daughter" or"my child." The word "issue" will include my child as well as my other
descendants.
(B) Appointment of Executor. I appoint as my Executrix and Successor Executor
(all hereafter referred to as Executor) under this Will, the following named persons to serve
without bond and without being required to account to any Court:
Executrix: My daughter, SUZANNE A.KLEIN.
Successor Executor: My grandson, JAMES A. BROWN.
SECOND: Funeral and Last Illness Expenses; Taxes.
(A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral
expenses and the expenses of my last illness from my estate.
(B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession,
legacy, transfer and other death taxes or duties, by whatever name called, including any and all
interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death,
upon or with respect to any and all property included in my gross estate for the purpose of such
taxes, whether such property passes under or outside of this Will, out of my residuary estate,
without being prorated or apportioned among or charged against the respective devises, legatees,
beneficiaries, transferees, or other recipients of any such property or charged against any property
passing or which may have passed to any of them. The Executor shall not be entitled to
reimbursement for any portion of any such taxes from any such person.
THIRD: Tangible Personal Property. Except for those items excluded below and
those items enumerated in the Letter of Instruction., I bequeath to my daughter, SUZANNE A.
KLEIN, living at the time of my death, all tangible personal property, including but not limited
to clothing,jewelry, heirlooms, furniture, personal effects, motor vehicles, and all other similar
articles, which I own, and the insurance thereon, to be divided as they may select in as nearly
equal shares as is practical.
If an in the event my daughter, SUZANNE A.KLEIN, should predecease me, I bequeath
all tangible personal property to my grandson, JAMES A.BROWN, per stirpes.
LAST WILL AND TESTAMENT
OF
SARA F.ALBRIGHT
PAGE 2
If there is any disagreement as to distribution, I direct my executor to make such
distribution. The decision of my executor shall be final and binding. Any items not selected or
any items which my executor considers unsuitable for my grandchildren may be distributed or
sold in the sole discretion of my executor and, if sold, the net proceeds therefrom shall be added
to the residue of my estate. Tangible personal property shall not include: (1) any and all property
used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4)
any type of evidence of indebtedness, and (5) any life, health or accident insurance policies.
Notwithstanding any other provisions in this Article THIRD,.I may leave a separate,
dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions
as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and
such Letter of Instruction shall determine the distribution of such items.
FOURTH: Residuary Gifts.
(A) I give, devise and bequeath all the rest, residue and remainder of my
estate, of every kind and character, real, personal and mixed, tangible and intangible, and
wherever situated, including any lapsed or renounced legacies or devises (and including any
property over which I may have a power of appointment), to my daughter, SUZANNE A.
KLEIN.
If an in the event my daughter, SUZANNE A. KLEIN, should predecease me, I bequeath
all the rest, residue and remainder of my estate to my grandson, JAMES A.BROWN, per
stirpes.
(B) Distributions During Administration. Prior to final distribution of my estate, the
Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts.
As a consequence, the Executorship and any Trusts created under this Will may exist
contemporaneously. A distribution may be made subject to any indebtedness or liability of my
estate.
FIFTH Powers of Executor. In addition to the powers and duties as may have been
granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the
Executor shall have and exercise exclusive management and control of the Estate and shall be
vested with the following specific powers and discretion, in addition to the powers as may be
generally conferred from time to time upon the Executor by law:
(A) In the management, care and disposition of the Estate, the Executor shall have the
power to do all things and to execute such instruments, deeds, or other documents as may be
deemed necessary or proper, including the following powers, all of which may be exercised
without order of or report to any Court:
LAST WILL AND TESTAMENT
OF
SARA F. ALBRIGHT
PAGE 3
(1) To sell, exchange or otherwise dispose of any property at any time held or
acquired hereunder, at public or private sale, for cash or on terms, without advertisement,
including the right to lease for any term notwithstanding the period of the Estate, and to
grant options, including any option for a period beyond the duration of the Estate.
(2) To invest all monies in such stocks, bonds, securities, mortgages, notes,
chosen in action, real estate or improvements thereon, and any other property as the
Executor may deem best, without regard to any law now or hereafter enforced limiting
investments of fiduciaries.
(3) To retain for investment any property deposited with the Executor hereunder.
(4) To vote in person or by proxy any corporate stock or other security and to
agree to or take any other action in regard to any reorganization, merger, consolidation,
liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note
or other security.
(5) To use attorneys, real estate brokers, accountants and other agents, if such
employment is deemed necessary or desirable, and to pay reasonable compensation for
their services.
(6) To compromise, settle or adjust any claim or demand by or against the Estate
and to agree to any rescission or modification of any contract or agreement affecting the
Estate.
(7) To renew any indebtedness, as well as to borrow money, and to secure the
same by mortgaging, pledging or conveying any property of the Estate.
(8) To retain and carry on any business in which the Estate may acquire an
interest, to acquire additional interest in any such business, to agree to the liquidation in
kind of any corporation in which the Estate may have an interest and to carry on the
business thereof,to join with other owners in adopting any form of management for any
business or property in which the Estate may have an interest, to become or remain a
partner, general or limited, in regard to any such business or property and to hold the
stock or other securities as an investment, and to employ agents and confer on them
authority to manage and operate the business, property or corporation, without liability
for the acts of such agent or for any loss, liability or indebtedness of such business if the
management is selected or retained with reasonable care.
(9) To register any stock, bond or other security in the name of a nominee,
without the addition of words indicating that such security is held in a fiduciary capacity,
but accurate records shall be maintained showing that such security is a Estate asset and
LAST WILL AND TESTAMENT
OF
SARA F.ALBRIGHT
PAGE 4
the Executor shall be responsible for the acts of such nominee.
(B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a
person who is then under twenty-one (21)years of age, the Executor shall be authorized to hold
such property in Trust for such person until he/she becomes twenty-one (2 1)years of age, and in
the meantime shall use such part of the income and the principal of the Estate as the Executor
may deem necessary to provide for the proper support and education of such person. If such
person should die before becoming twenty-one (2 1)years of age, the property then remaining in
trust shall be distributed to the personal representative of such person's estate.
(C) In making distributions from the Estate to or for the benefit of any minor or other
person under a legal disability, the Executor need not require the appointment of a guardian, but
shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver
the same to such person without the intervention of a guardian, to pay or deliver the same to a
legal guardian of such person.if one has already been appointed, or to use the same for the benefit
of such person.
(D) In the disbursement of the Estate and any division into separate trusts or shares,
the Executor shall be authorized to make the distribution and division in money or in kind, or
both, regardless of the basis for income tax purposes of any property distributed or divided in
kind, and the distribution and division made and the values established by the Executor shall be
binding and conclusive on all persons taking hereunder. The Executor may in making such
distribution or division allot undivided interests in the same property to several trusts or shares.
(E) The Executor shall be authorized to lend or borrow, including the right to lend to
or borrow from any trusts which I or my husband may have established during life or by will at
an adequate rate of interest and with adequate security, and upon such terms and conditions as
the Executor shall deem fair and equitable.
(F) The Executor shall be authorized to sell or purchase at the fair market value as
determined by the Executor, any property to or from any trust created by me or my husband
during life or by Will, even though the same person or corporation may be acting as Executor of
my estate or as Trustee of any of my other trusts.
(G) The Executor shall have discretion to determine whether items should be charged
or credited to income or principal or allocated between income and principal as the Executor may
deem equitable and fair under all the circumstances, including the power to amortize or fail to
amortize any part or all of any premium or discount, to treat any part or all of the profit resulting
from the maturity or sale of any asset, whether purchased at a premium or at a discount, as
income or principal or apportion the same between income and principal, to apportion the sales
price of any asset between income and principal, to treat any dividend or other distribution of any
investment as income or principal, or apportion the same between income and principal, to
LAST WILL AND TESTAMENT
OF
SARA F. ALBRIGHT
PAGE 5
charge any expense against income or principal or apportion the same, and to provide or fail to
provide a reasonable reserve against depreciation or obsolescence on any assets subject to
depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under
all the circumstances. If the Executor does not exercise the above discretionary power, the cash
or accrual allocation shall be in accordance with Chapter 81 of Title 20 of the Pennsylvania
Consolidated Statutes, or the corresponding provisions of subsequent state law.
(H) If at any time the total fair market value of the assets of any trust established or to
be established hereunder is so small that the corporate Trustee's annual fee for administering the
trust would be the minimum annual fee set forth in the Trustee's regularly published fee schedule
then, in effect,the Trustee in its discretion shall be authorized to terminate such trust or to decide
not to establish such trust, and in such event the property then held in or to be distributed to such
trust shall be distributed to the persons who are then or would be entitled to the income of such
trust. If the amount of income to be received by such persons is to be determined in the
discretion of the Trustee, then the Trustee shall distribute the property among such of the persons
to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in
its discretion shall determine.
(I) Except as otherwise provided in this Will, when the authority and power under
this Will is vested in two (2) or more Executors or Trustees, the authority and powers are to be
held jointly by the Executors or Trustees, respectively. A majority of the Executors or Trustees
may exercise any authority or power granted under this Will or granted by law, and may act
under this Will. Any attempt by one such Executor or Trustee to act under this Will on other
than ministerial acts shall be void. The action of one such Executor or Trustee under this Will
may be validated by a subsequent ratification of the act by a majority of the Executors or
Trustees.
SIXTH: Rights and Liabilities of Executor.
(A) No bond or other security shall be required of any Executor.
(B) This instrument always shall be construed in favor of the validity of any act or
omission by any Executor, and any Executor shall not be liable for any act or omission except in
the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any
investment, the overall performance of the entire Estate shall be taken into account.
(C) Each Executor shall be entitled to receive reasonable compensation for services
actually rendered to my estate, in an amount the Executor normally and customarily charges for
performing similar services during the time which he/she performs the services.
SEVENTH: Spendthrift Provision. No beneficiary shall have the power to anticipate,
encumber or transfer his or her interest in the estate in any manner other than by the valid
LAST WILL AND TESTAMENT
OF
SARA F. ALBRIGHT
PAGE 6
exercise of a power of appointment. No part of the estate shall be liable for or charged with any
debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any
creditor of a beneficiary.
EIGHTH: Tax Elections.
(A) In determining the estate, inheritance and income tax liability relating to my
Estate, the Executor's decision as to all available tax elections shall be conclusive on all
concerned. In accordance with IRC Section 2632(a) and without regard to whether a Federal
estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation
Skipping Transfer(GST) exemption amount as will fully exempt any generation skipping
transfer which may occur under this Will.
(B) The Executor may, in its discretion, determine the date as of which my gross
estate shall be valued for the purpose of determining the applicable tax payable by reason of my
death.
(C) The Executor may, in its discretion, decide whether all or any part of certain
deductions shall be taken as income tax deductions (even though they may equal or exceed the
taxable income of my estate and whether or not claimed or of benefit on my estate's income tax
return) or as estate tax deductions when a choice is available; and in the event that all or any part
of such deductions are taken as income tax deductions, no adjustment of income and principal
accounts in my estate shall be made as a result of such decisions.
NINTH: Definitions and General Provisions.
(A) Survival. Any beneficiary who dies within sixty(60) days after my death shall be
considered not to have survived me.
(B) Captions. The captions set forth in this Will at the beginning of the various
articles hereof are for convenience of reference only and shall not be deemed to define or limit
the provisions hereof or to affect in any way their construction and application.
(C) Children. As used in this Will,the words "child" and "children" shall include
persons who are legally adopted and the issue of said persons, whether born in or out of wedlock,
so long as any person born out of wedlock is acknowledged in a written instrument executed by
the one of their natural parents who is a descendant of mine to be the child of said descendant.
The word "issue" shall include descendants of all generations including adopted persons. A
posthumous child shall be considered as living at the death of his parent. The birth to me or the
adoption by me of a child or children subsequent to the execution of this Will shall not operate to
revoke this Will. Except for discretionary distributions which may be made unequally among a
group of persons and distributions pursuant to a valid exercise of a power of appointment, in
LAST WILL AND TESTAMENT
OF
SARA F.ALBRIGHT
PAGE 7
making a distribution to the children of any person, the property to be distributed shall be divided
into as many shares as there are living children of the person and deceased children of the person
who left children who are then living. Each living child shall take one share and the share of
each deceased child shall be divided among his then-living descendants in the same manner.
(D) Code. Unless otherwise stated, all references in my Will to section and chapter
numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding
provisions of any subsequent federal tax laws applicable to my estate.
(E) Other terms. The use of any gender includes the other genders, and the use of
either the singular or the plural includes the other.
(F) Powers of Appointment are Exercised. By this Will I exercise any and all
Powers of Appointment which I possess at the time of my death.
IN WITNESS WHEREOF,I, SARA F.ALBRIGHT, the Testatrix, have to this my
Last Will and Testament, typewritten on eight(8) pages, including the Acknowledgment and
Affidavit, set my hand and seal this &A day of September, 2011.
SARA F.ALBRIGHT
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will
and Testament, in the presence of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of
us further declares that he or she believes the Testatrix to be of sound mind and memory. The
preceding instrument consists of this and seven (7) other consecutively numbered typewritten
pages including the Acknowledgment and Affidavit.
residing at
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ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
The Testatrix and the witnesses whose names are signed and subscribed to the attached or
foregoing instrument, being first duly sworn and qualified according to law, do hereby
acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed
the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or
willingly directed another to sign it for her; that she executed it as her free and voluntary act for
the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign
and execute the instrument as her Last Will; that each subscribing witness in the hearing and
sight of the Testatrix signed the will as witnesses; and that to the best of their knowledge the
Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint
or undue influence.
Testatrix
Wit ess
W tnes
s
Sworn to or affirmed, subscribed to, and acknowledged, before me by the above-named
Testatrix and witnesses, this��day of September, 2011.
ota ublic
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal M ommission Expires:
Teri L.Walker,Notary Public r ,
Lemoyne 8oro,Cumberland County
my Gomm"on Expires fan,M 2023 r`
MEMBER,KNN`IYI,ANIA ASS MTb N Of N®
I