HomeMy WebLinkAbout08-15-14 , . R.. � a�._ ,� _ __
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� 1505611184
REV-1500 EX�°z_ll>�F» �
enns lVa�id OFFICIAL USE ONLY
PA Department of Revenue P Y County Code Year Fife Number
Bureau of Individual Taxes �EP�pTME�T�FFE�E�uE
PO BOX 28o6oi INHERITANCE TAX RETURN z
Harrisburg,PA 1�1z8-o6oi RESIDENT DECEDENT � r l/ 1 �3�$
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
11272013 09141920
DecedenYs Last Name Suffix DecedenYs First Name MI
ALBRIGHT � SARA � �
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Su�x Spouse's First Name MI
� ❑
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Return p 2. Supplemental Return p 3. Remainder Return(date of death
prior to 12-13-82)
Q 4. Limited Estate Q 4a. Future Interest Compromise(date of Q 5. Federal Estate Tax Return Required
death after 12-12-82)
Q 6. Decedent Died Testate p 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
Q 9. Litigation Proceeds Received p 10.Spousal Poverty Credit(date of death O 11. Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
FRANK H KELLY, EA 717 . 774 . 7536
REGISTERQS$WILLS USE�LY .��
�(-� -�' t?�r.
�T_� ]a* c.t-: _
'�`i:.' � �,_j(_.:
First line of address ���,'` � '
�-y" _.
400 BRIDGE STREET, SUITE #4 �L � � -
v�-
Second line of address � - � {-i
C7 C:' -,-.
;,�t i:,_ '-'.' _
^,� #.._ ;-;
City or Post Office State ZIP Code �E FILED � � Q
NEW CUMBERLAND PA 17070
CorrespondenYs e-mail address:FRANKKELLY@KELLYTAX. COM
Under penaities of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATU E OF PERSON RESPONSIBLE FOR FILING RETURN DAT �
�.`�, .,v , �� f�R/ ���// �
ADDRESS�
3 CHESTNUT _TREET, MOUNT HOLLY SPRINGS, PA 17065
S PREPARER OTHER THAN REPRESENTATIVE �A �/
SS
400 BRIDGE STREET, SUITE #4, NEW CUMBERLAND, PA 17070
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505611184 1505611184
� 1505611284
REV-1500 EX(FI)
DecedenYs Social Security Number
�ecedenesName:SARA F ALBRIGHT
RECAPITULATION
1. Real Estate(Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 1. 11 6, 3 2 5.0 0
2. Stocks and Bonds(Schedule B) . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 5, 0 0 0.0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. •
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . .. . . .. . . . . . . . . . . . . . . 4. •
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . .. . 5. 3 7, 213•�0
6. Jointly Owned Property(Schedule F) O Separate Billing Requested . .. . . . . 6. •
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested.. . . . . . . 7. 41, 2 2 9.0 0
8. Total Gross Assets(total Lines 1 through 7). . . . . . . . . . . . . . . . .. . . . . . . . . . .. 8. 19 9, 7 6 7 .0�
9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . . . . . . . 9. 11, 12 2 •��
10. Debts of Decedent, Mortgage Liabilities, and Liens(Schedule I) . . . . . . . . . . . . . . 10. 6, 60 6.��
11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 17, 7 2 8 .0�
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . .. .. . . 12. 1 H 2, 0 3 9•��
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . .. . 13. .
14. Net Value Subject to Tax(Line 12 minus Line 13) . .. . . . . . . . . . . . . . . . . . . . . . 14. 18 2, 0 3 9.��
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0_ . 15. .
16. Amount of Line 14 taxable
at�inea�rate X .0 4 5 18 2, 0 3 9• �6. 8, 191.7 6
17. Amount of Line 14 taxable
at sibling rate X.12 . 17. .
18. Amount of Line 14 taxable
at collateral rate X .15 • 18. •
19. TAXDUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . 19. 8, 191.�6
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Q
Side 2
� 1505611284 1505611284 �
REV-1500 EX(FI) Page 3 File Number 21. 13. 1338
Decedent's Complete Address:
DECEDENT'S NAME
Sara F Albright
STREETADDRESS
c/o 317 Chestnut Street
CITY � STATE ZIP
Mount Holl S rin s PA 17065
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) ��) 8, 191.7 6
2. CreditslPayments
A.Prior Payments _.__..__
B.Discount
Total Credits(A+g) (2) 0.0 0
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 8, 191.7 6
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the properry transferred:.......................................................................................... ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income:........................................ .... ❑ ❑X
c. retain a reversionary interest .......................................................................................................................... ❑ ❑X
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ �
2. If death occurred after Dec.12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑ 0
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 0
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation? ........................................................................................................................ � ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviv ing spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requir ements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of tleath on or after July 1,2000:
. The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
atloptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposetl on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,exc ept as noted in[72 P.S.§9116(a)(1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S. §9116(a) (1.3)].A sibling is tlefined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1502 EX+ (12-12)
- � � pennsylvania SCHEDULE A
DEPAHTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Sara F Albright 21. 13. 1338
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1, House — 441 Herman Ave, Lemoyne, PA 116, 325
Used Common Level Ratio of . 99 on Assessed Value of
117, 500
TOTAL(Also enter on Line 1, Recapitulation.) $ 116, 325. 00
If more space is needed,use additional sheets of paper of the same size.
REV-1503 EX+(8-12)
�� enns lvania
. p Y SCHEDULE B
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sara F Albright 21.13. 1338
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t. Prudential 5, 000
TOTAL(Also enter on line 2,Recapitulation) $ 5, 0 0 0.0 0
If more space is needed,insert additional sheets of the same size
REV-i5oq EX+(g-iz)
SCHEDULE C
� pennsylvania CLOSELY-HELD CORPORATION,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PARTNERSHIP OR
RESIDENT DECEDENT SOLE-PROPRIETORSHIP
ESTATE OF FILE NUMBER
Sara F Albright 21. 13. 1338
Schedule C-1 or C-2(including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent,
other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM NUMBER VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. None
TOTAL(Also enter on line 3, Recapitulation) $
(If more space is needed,insert additional sheets of the same size)
REV-1505 EX+ (i1-11)
LL� � pennsylvania SCHEDULE C-1
' DEPAfiTMENTOFNEVENUE CLOSELY—HELD CORPORATE
iNHeR�TnNCeTAxReTURrv STOCK INFORMATION REPORT
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sara F Albright 21. 13.1338
1. Name of Corporation None State of Incorporation
Address Date of Incorporation
City State ZIP Code Total Number of Shareholders
2. Federal Employer ID Number Business Reporting Year
3. Type of Business Product/Service
4• TYPE TOTAL NUMBER OF 'NUMBER OF SHARES VALUE OF THE
STOCK PAR VALUE
Voting/Non-Voting' SHARES OUTSTANDING' OWNED BYTHE DECEDENT' DECEDENT'S STOCK
Common $
Preferred $
Provide all rights and restrictions pertaining to each class of stock.
5. Was the decedent employed by the corporation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑No
If yes, Position Annual Salary $ Time Devoted to Business
6. Was the corporation indebted to the decedent? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes ❑ No
If yes, provide amount of indebtedness$
7. Was there life insurance payable to the corporation upon the death of the decedent? . . . . . ❑Yes ❑No
If yes, Cash Surrender Value$ Net proceeds payable$
Owner of the policy
8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years
if the date of death was prior to 12-31-82?
❑Yes ❑No If yes, ❑Transfer ❑Sale Number of Shares
Transferee or Purchaser Consideration $ Date
Attach a separate sheet for additional transfers and/or sales.
9. Was there a written shareholder's agreement in effect at the time of the decedenYs death? .. . . ❑Yes �No
If yes, provide a copy of the agreement.
10.Was the decedenYs stock sold? . . .. . ... . .. ... . .. . . . ... . . . . . . ... . . . ... . .. .. . . . .. . .. . . ❑Yes ❑ No
If yes,provide a copy of the agreement of sale,etc.
11. Was the corporation dissolved or liquidated after the decedenYs death? .. . . . ... . .. . .. . .. . . . 0 Yes ❑ No
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
12. Did the corporation have an interest in other corporations or partnerships? . . . . . . . . . . . . . ❑Yes ❑No
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
• • •- • � �
A. Detailed calculations used in the valuation of the decedenYs stock.
B. Complete copies of financial statements or federal corporate income tax returns(Form 1120)for the year of death and four preceding years.
C. If the corporation owned real estate,submit a list showing the complete address/es and estimated fair market value/s.If real estate appraisals have
been secured,attach copies.
D. List of principal stockholders at the date of death, number of shares held and their relationships to the decedent.
E. List of officers,their salaries, bonuses and any other benefits received from the corporation.
F. Statement of dividends paid each year. List those declared and unpaid.
G. Any other information relating to the valuation of the decedenYs stock.
(If more space is needed,insert additional sheets of the same size.)
REV-1506 EX+ (12-11)
: i pennsylvania SCHEDULE G2
DEPARTMENT OF REVENUE PARTNERSHIP
INHERITANCETAXRETURN INFORMATION REPORT
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sara F Albright 21. 13. 1338
1. Name of Partnership None Date Business Commenced
Address Business Reporting Year
City State ZIP Code
2. Federal Employer ID Number
3. Type of Business Product/Service
4. Decedent was a ❑General ❑Limited partner. If decedent was a limited partner, provide initial investment$
5• PARTNER NAME PERCENT PERCENT BALANCE OF
OF INCOME OF OWNERSHIP CAPITAIACCOUNT
A.
B.
C.
D.
6. Value of the decedenYs interest$
7. Was the partnership indebted to the decedent? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑ No
If yes, provide amount of indebtedness$
8. 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 the policy
9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was
prior to 12-31-82?
❑Yes ❑No If yes, ❑Transfer ❑Sale Percentage transferred/sold
Transferee or Purchaser Consideration$ Date
Attach a separate sheet for additional transfers and/or sales.
10.Was there a written partnership agreement in effect at the time of the decedenYs death? . . . . . . ❑Yes �No
If yes, provide a copy of the agreement.
11. Was the decedenYs partnership interest sold? . . . .. ... . . . . .. ... . . . ... .. . . . . .. . . . . . . . .. . ❑Yes ❑No
If yes,provide a copy of the agreement of sale,etc.
12.Was the partnership dissolved or liquidated after the decedenYs death? .. . . . ... . .. . ... .. . . . ❑Yes ❑ No
If yes,provide a breakdown of distributions received by the estate, including dates and amounts received.
13. Was the decedent related to any of the partners? ... . .. . . . .. . . . . . . . ...... . ... . . . .. . . . . . ❑Yes ❑ No
If yes, explain
14. Did the partnership have an interest in other corporations or partnerships? . . . .. . . . . . . . . . . ❑Yes ❑ No
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
• • •- • � �
A. Detailed calculations used in the valuation of the decedenYs partnership interest.
B. Complete copies of financial statements or federal partnership inwme tax retums(Form 1065)for the year of death and four preceding years.
C. If the partnership owned real estate,submit a list showing the complete address/es and estimated fair market value/s.If real estate appraisals have
been secured,attach copies.
D. Any other information relating to the valuation of the decedenYs partnership interest.
REV-1507 EX+ (04-13)
� pennsylvania SCHEDULE D
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN MORTGAGES & NOTES
RESIDENT DECEDENT RECEIVABLE
ESTATE OF FILE NUMBER
Sara F Albright 21. 13. 1338
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
None
TOTAL(Also enter on line 4,Recapitulation) $
(If more space is needed,insert additional sheets of the same size)
REV-1508 EX+(08-12)
� � �� pennsylvania SCHEDULE E
` DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Sara F Albright 21. 13.1338
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Santander Bank - checking account and Certificates of Deposits 35, 606
2• Cash on Hand 50
3. Personal Property 750
4 . 1989 Chevrolet Celebrity - no book value available 250
5. AAA Refund 66
6. Prudential Life Insurnace Refund 361
7. Comcast Refund 70
8 . Prudential Dividends 30
9. Prudential Dividends 30
TOTAL (Also enter on Line 5, Recapitulation) $ 37 213. 00
If more space is needed, use additional sheets of paper of the same size.
REV-15og EX+(oi-10)
� pennsylvania SCNEDULE F
DEPARTMENTOFREVENUE �OINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEOENT
ESTATE OF: FILE NUMBER:
Sara F Albright 21. 13.1338
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVINGJOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A.None
B.
C.
]OINTLY OWNED PROPERTY:
LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT 70INT IDENTIFYING NUMBER.ATTACH DEED FOR]OINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
TOTAL(Also enter on Line 6, Recapitulation) $
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (08-09)
� pennsylvania SCHEDULE G
DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND
INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sara F Albright 21. 13. 1338
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1, Principal Financial Group #8635560 35, 505 100 35, 505.00
2• Prudential Life Insurnace Annuity 5, 724 100 5, 724 .00
TOTAL(Also enter on Line 7, Recapitulation) $ 41, 229.00
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+ (08-13)
� pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sara F Albright 21. 13.1338
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1• Hollinger Funeral Home, 501 N Baltimore Ave, Mt Holly Sprs, PA 4, 434
2. Rolling Green Cemetary, 1811 Carlisle Rd, Camp Hill, PA 1, 030
e. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions;
Name(s)of Personal Representative(s)
Street Address
City ---_-- ------- — State.__ __ ZIP _
Year(s)Commission Paid:
2• Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimanYs,attach explanation.)
Claimant
StreetAddress ______ ___
City ___ State_ _ZIP __ _
Relationship of Claimant to Decedent
4. Probate Fees: 3 6 3
5. Accountant Fees: 4, 3 7 0
6. Tax Return Preparer Fees: 3 2 5
7. Minister Fees 200
8. Organist Fees 100
9. Wake Expense — TGrinity Lutheran Church Camp Hill, PA 300
TOTAL(Also enter on Line 9, Recapitulation) $ 11, 122. 00
If more space is needed,use additionai sheets of paper of the same size.
REV-1512 EX+ (12-12)
�`�� SCHEDULE I
��` pennsylvania
�. DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
inHeRirnNCe rAx ReTURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sara F Albriqht 21. 13.1338
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, PA American Water 16
2. Penn Waste - Trash 43
3. Lemoyne Sewer 8�
4 . PPL 60
6. Comcast 55
7 . UGI 203
8. Return of Social Security 1, 044
9. PPL 21
10. PA American Water 2
11. Verizon �
12. Cropf Plumbing, Camp Hill 684
13. UGI 101
14 . Lemoyne Sewer 65
15. PPL 43
16. Lemoyne Sewer 218
17 . PA American Water 222
18. Cumberland County and Lemoyne Borough Taxes 536
19. Penn Waste 43
20. UGI 109
21. PPL 42
22. PA American Water 17
23. Lemoyne Sewer 65
24 . PPL 34
25. PA American Water 26
26. Pinnacle Health 107
27. Lemoyne Sewer 65
28. UGI 109
29. PA American Water 27
30. PPL 24
31. Commerical Acceptance Corp, Ambulance bill 171
32. Penn Waste 43
33. UGI 65
34 . PA American Water 18
35. PPL 21
36. Lemoyne Sewer 65
37. UGI 87
38. Pa American Water 27
39. PPL 87
40. West Shore School District Real Estate Taxes 1, 034
41. UGI 90
42. Lemoyne Sewer 61
43. PA American Water 29
44 . M and Z Carpets 740
TOTAL(Also enter on Line 10, Recapitulation) $ 6, 606.00
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+(01-10)
��_: pennsylvania SCHEDULE �
, DEPARTMENT Of REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Sara F Albright 21. 13.1338
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1, Suzanne Klein Daughter 100
317 Chestnut Street
Mount Holly Springs PA 17065
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
REV-1514 EX+(4-09)
i pennsylvania SCHEDULE K
. DEPARTMENTOFREVENUE LIFE ESTATE, ANNUITY
BureauofIndividualTaxes &TERM CERTAIN
PO Box z8o6oi
Harrisburg PA i�iz8-o6oi (CHECK BOX 4 ON REV-i$00 COVER SHEET)
ESTATE OF FILE NUMBER
Sara F Albriqht 21. 13.1338
This schedule should be used for all single-life,joint or successive life estate and term-certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single-life calculations can be obtained from the Department of Revenue.
Actuarial factors can be found in IRS Publication 1457,Actuarial Values,Alpha Volume for dates of death from 5-1-89 to 4-30-99,
and in Aleph Volume for dates of death from 5-1-99 and thereafter.
Indicate below the type of instrument that created the future interest and attach a copy of it to the tax return.
❑ Will ❑ Intervivos Deed of Trust ❑ Other
•
NAME OF LIFE TENANT DATE OF BIRTH NEAREST AGE AT TERM OF YEARS
DA7E OF DEATH LIFE ESTATE IS PAYABLE
None p Life or ❑Term of Years
❑ Life or O Term of Years
❑ Life or p Term of Years
p Life or ❑Term of Years
❑Life or ❑Term of Years
1, Valueoffundfromwhichlifeestateispayable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • , , . , • •• •$
2. Actuarialfactorperappropriatetable . . . . . . . . . . . . . . . . . . . . • . . , • , . • • . , , • • • , . • , • • . •• „ • .
Interest table rate-❑ 3.5% ❑6% ❑ 10% ❑Variable Rate %
3. Value of life estate (Line 1 multiplied by Line 2) . . . . . . . . . . . . . . . . . . . . . • • . . , • , , • , • • , • •$
�
NAME OF LIFE ANNUITANT DATE OF BIRTH' NEAREST AGE AT TERM OF YEARS
DATE OF DEATH ANNUITY IS PAYABLE`
p Life or ❑Term of Years
❑ Life or ❑Term of Years
❑ Life or ❑Term of Years
❑ Life or ❑Term of Years
1. Value of fund from which annuity is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .$
2. Check appropriate block below and enter corresponding number . . . . . . . . . . . . . . . . .
Frequency of payout-❑ Weekly(52) ❑ Bi-weekly(26) ❑ Monthly(12)
❑ Quarterly(4) ❑ Semi-annually(2) ❑ Annually(1) p Other( )
3. Amount of payout per period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . .$
4. Aggregate annual payment, Line 2 multiplied by Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Annuity Factor(see instructions)
Interest table rate-�3.5% p 6% ❑ 10% ❑Variable Rate %
6. Adjustment Factor(See instructions.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . .
7. Value of annuity-If using 3.5, 6, or 10%, or if variable rate and period
payout is at end of period, calculation is Line 4 x Line 5 x Line 6 . . . . . . . . . . . . . . . . • . . . . . . . • . •$
If using variable rate and period payout is at beginning of period, calculation is
(Line4xLineSxLine6) + Line3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
NOTE; The values of the funds that create the above future interests must be reported as part of the estate assets on Schedules A through G of the
tax return.The resulting life or annuity interest should be reported at the appropriate tax rate on Lines 13 and 15 through 18 of the return.
If more space is needed, use additional sheets of the same size.
REV-1644 EX+(01-10)
INHERITANCE TAX
� � = pennsylvania SCHEDULE L
- DEPARTMENT OFREVENUE
INHERITANCETAXRETURN REMAINDER PREPAYMENT
RESIDENTDECEDENT OR INVASION OF TRUST CORPUS
I. ESTATE OF FILE NUMBER
Sara F Albright 21. 13. 1338
This schedule is appropriate only for estates of decedents dying on or before Dec. 12, 1982.
This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of
Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust corpus (principal).
II. REMAINDER PREPAYMENT:
A. Election to Prepay Filed with the Register of Wills on None
--__
(Date)
B. Name(s) of Life Tenant(s) Date of Birth Age on Date Term of Years Income
or Annuitant(s) of Election or Annuity is Payable
C. Assets: Complete Schedule L-1
1. RealEstate . . . . . . . . . . . . . . . . . . • . • . • . • • •$
2. Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . .$
3. Closely Held Stock/Partnership . . . . . . . . . . . . .$
4. Mortgages and Notes . . . . . . . . . . . . . . . . . . . .$ ___
5. Cash/Misc. Personal Property . . . . . . . . . . . . . .$
6. Total from Schedule L-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
D. Credits: Complete Schedule L-2
1. Unpaid Liabilities . . . . . . . . . . . . . . . . . . . . . . .$ - _ __ ___ _----
2. Unpaid Bequests . . . . . . . . . . . . . . . . . . . • • • •$ _
3. Value of Non Includable Assets . . . . . . . . . . . . .$ _____
4. Total from Schedule L-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
E. Total Value of Trust Assets (Line C-6 minus Line D-4) . . . . . . . . . . . . . . . . . . . . . . . . . . .$ _..
F. Remainder Factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G. Taxable Remainder Value (Multiply Line E by Line F) . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ ___
(Also enter on Line 7, Recapitulation)
III. INVASION OF CORPUS:
A. Invasion of Corpus __
(Month, Day, Year)
B. Name(s) of Life Tenant(s) Date of Birth Age on Date Term of Years Income
or Annuitant(s) Corpus or Annuity is Payable
Consumed
C. CorpusConsumed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
D. Remainder Factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
E. Taxable Value of Corpus Consumed (Multiply Line C by Line D) . . . . . . . . . . . . . . . . . . . .$
(Also enter on Line 7, Recapitulation)
REV-1645 EX+(11-09)
�F� INHERITANCE TAX
�i�`�:> pennsylvania SCHEDULE L-1
DEPARTMENT OFREVENUE
iNHeRiTaNCeTaxaETURN REMAINDER PREPAYMENT ELECTION
RESIDENT DECEDENT
-ASSETS-
I. ESTATE OF FILE NUMBER
Sara F Albright 21. 13. 1338
II, ITEM NO. DESCRIPTION VALUE
A. Real Estate (Please describe.)
None
Total Value of Real Estate $
(Include on Section II, Line C-1 on Schedule L.)
B. Stocks and Bonds (Please list.)
Total Value of Stocks and Bonds $
(Include on Section II, Line C-2 on Schedule L.)
C. Closely Held Stock/Partnership - Please list. (Attach Schedule C-1 and/or C-2.)
Total Value of Closely Held/Partnership $
(Inciude on Section II, Line C-3 on Schedule L.)
D. Mortgages and Notes (Please list.)
Total Value of Mortgages and Notes $
(Include on Section II, Line C-4 on Schedule L.)
E. Cash and Misceilaneous Personal Property (Please list.)
Total Value of Cash/Miscellaneous Personal Property $
(Include on Section II, Line C-5 on Schedule L.)
III. TOTAL (Also enter on Section II, Line C-6 on Schedule L.) $
If more space is needed, attach additional sheets of paper of the same size.
REV-1649 EX+ (01-14)
� pennsylvania SCHEDULE O
DEPARTMENTOFREVENUE DEFERRAL/ELECTION OF
INHERITANCE TAX RETURN SPOUSAL TRUSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sara F Albright 21.13. 1338
� PART A - DEFERRING STATEMENT
For all trust assets reportable for Pennsylvania inheritance tax purposes for which a deferral of tax is chosen, the personal
representative responsible for filing the return and the trustee(s) of the trust in question hereby acknowledge the department's
Statement of Policy set forth at 61 Pa. Code § 94.3 concerning any potential termination of the trust under 20 Pa.C.S. § 7710.1
that occurs after the return was filed.
❑ PART B — ELECTION TO TAX AMOUNTS
Complete this seciton only if making the election to tax the sole use trust.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This elecbon
applies to the Trust (marital, residual A, B, bypass, unified credit, etc,).
Enter the description and value of all interests for which the election is made.
DESCRIPTION VALUE
Total
If more space is needed, insert additional sheets of the same size.
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
� for this certificate, �6.00 ,,�����"""'•���--., This is to certify that ihe information here given
,,��''p�,�H Of pF'' correctl �co ied from an ori inal Certificate of De�
��r�'��o��� Ny`f�; duly filed w th me as Loc� Registrar. The origii
�� -� 9: certificate will be forwarded to the State Vi
�°j ;g; �a? Records Office for permanent filing.
�*:
.*' o
P 199874� 3 '=-°_`��°q9�:�a���'' � No 29 201
"--.MENT 4 ,����'' • �
�" ----,,, ,,,,����
Certification Number Local Registrar Date Issued
TYp�/Pfint In COMMONWEALTH OF PENNSVLVANIA•OEPARTMENT OF HEALTH�VITAL RECORDS
°ernsnent CERTIFICATE OF DEATH
Blatk Ink Sfste Flls NumbK:
1.Decetlent's Lesal Nsme(FIrs4 Middle,Last,Suf/Ix) 2.Sax 3.Soclal S�curlty Numbfr 4.Date of Oastli(MO/Day/Yr)(Spall Mo)
Sara F. Albright F 204-03-5984
Sa.Ate-USt BlKhtlay(Vrs) Sb.Unde�1 Y�ar Sc Undar 1 Da 6.Oate Of BIKh(MO/Day ear)(Sp�ll Month) 7a.B hp�� 1 d Stata of Forelin Gountry)
93 Monfhs o.�, No��: Mi��«: Septembar l 4� l 920 �ar`� `�Le
7b.Birthpl�c��co��e,.� um er an
8�.Nasidence(Sbb or ForNSn Country) Hb.(teslGence(Straet antl Number-IncluCe Apt No.) Bc.Dld peced�nt Uvs In s TownsAip7
Penns lvania 441 Hex-man Ave. Ove�.deeedentllvedln ewr,.
Sd.R�sldenu(COUnty)
, Cumberland 8e.Rasidanca(Zip Code) No,deced�ni INad wlthln Ilmlb o1 Lemoyne clry/boro.
9.Ewr In VS A�meE Forpsi 30.Marltal St�[us at Time o1 Dteth MrrAed W�dowe 11.SurvWina Spous�'s Nam�(If wife,��ve name prbr to flrst m�rHSge)
O�as �9 No �U�known O Divoresd O N�ver Marrled �Unknown
32.F�tM�'s Name(FIro4 Mlddl�,Last,Suffiz) 33.Moth�r's N�m�Vrlor to Flrst Msrr4Qe(Flfst,Middle,Lsit)
William Fulton Minnie G1eim
14a.In(orm�nYi Nsm� 14b.RalstlonaM1ip to O�Cede�t 14c.In/orm�nt'a MaNlnt Address(Sireet�ntl Numb�r,City,Sbte,Zlp Coda)
� _- -- Suzanne-Klain _ - _ - - _ -Dau hter 3'17 Chestnut St.Mt.H011 S rin aPA
��L ac.o e,t ec on Yone
� If D�ath OeCUrred In s Hospital: p�J Inp�tlenf ' IH De�th Occurrod Somewher�Oth�r Than a Noap�t�l ❑Hosplce F�eillty� b D�ced�nf's Nom�
J 0 Eme fn Room/OUtpatlfnt O D�sA on Arrlval � [] Nursln Hom!/LOn{-Tlrm Carf Faclllty �Other(Specify
� i5b.Fullity N�ma(If not InsHtutbn,�Ive straet and num6�r) 15c.City or Town,State,and ilp Cod� 15d.CounH oT Oeaeh
� arrisbur os it 1 Tiarrisbur P '1 71 O'i oau hin
�, 16a.MethOtl ot DispOSlclon � Burlal Cr�maHOn 16b.Oste Ot�ISpasitlon 16c.Plact Of Dlsposltlon(Nam�OT Cemltery,C�ematory,or otAer plaCe)
$ O acmo�s�trom scate O oo�atio� � 2/7/Z O l 3 H0113 r1geY Cr�Emstory
,� p om•r(SPecl
� 16d.Locstlon o�Dlsposltlon(Clty or Town,State,and Zip) 17a.SIQn�ture o(Funeral Service Ucens�e or Person In Charse of Intarman� 17b.Ucens�Numb�r
Mt. Holly Sprin s PA Q___. 1, O'I 1 589L
17c.Nsme�nd Com tett Addr�ss of Fun�ral Faclllty
HolP11n erFH&Cremator 50'IN_ Aaltimore Ave.Mt.Holl S r1n s PA'17065
� 1a.D�cedenYs EODUCIOn-Check the boK that bezt descH6�s the 19.Oe<e0anc of Hlsp�nlc Or�aln-Che<k the 20.Oecedsnt's Rrc�-Check ONE OR MORE races to Indleate what
�- h�shast de`res or lev�l of school completed at the time of tleath. box that Cest descrlbms wh�ch�r the d�ceden[ the decedent consldered hlmseH or hers�l/to b�.
['� Bth`rade or lass �s Spanlsh/Hlspanle/L�tino. Check Sh!^NO" Whi[� � Korean
p No diploma,9th-12th�rsd� box N decedsnt Is not Spanlsh/Hispanlc/LKino. O B��Ck or AfrlCin AmsrlCan O Vlet..amese
� NI{A sChool tradwts or GED tomplvted No,net Sp�nlah/Hicpsnit/l.�Nno 0 Americ��I�+disn or Alaska Nsdve � Other AsNn
O Soma colNge cr�tlit,but no da¢ree �Yes,Mexlcan,Mexlcan Amerlctn,Chlcana O.4sisn Indian O NatWe Haw�lian
Q AiLOClste dfsfee(�.�.M,A$) Q Yes,Puerto Rlcan Q Chlnff! � GYiTinlan Of Ch�mOTO
$'B�<helor's tl��rae(�.5.BA,AB,BS) Q Y<s.Cuban , � FIIlpino � Simoan
Q M�ster'f da�ra�(�.`.MA,M5,MEnB.MEd,MSW,MBA) � Yes,othaf Spsnish/HlspanlULatlno 0 1sP��ass � OCher PaCiflc Islandar
O Doccaratt(a.t.PhO�EdD)at Professlon�l detrfe (SpeU�y) O Och�r(spec�ry)
.MD DDS DVM LLB!p
31.DeudenYs Slnt�e N�N Self-D�sisn�tlon-Cfieck ONLV ONE to Intlicate what the de<edent consldered hlmself or hsnalf to bt. 22a.DecedenYs Uswl bccupstlon-Indlcate Sypa of work
�Whlte �JaP���se 0 Samoa� don�durint most of warkle+�Iife. DO NOT USE RETIRED.
� Bb<korAfrl<snAmerl<sn � Korean � OtherPeCHltlilantler CuC2'1001 Te$Ct'ler
� Q Amariun Indl�n or Alaak�NatWe �Vletn�mase � Do�'t KnoW/NOt Sure �
p Aslan Indian CJ Oth�r Aslan O Refused 22b.Klntl of Businsss/Industry
� �Chin�s� � NstiveHSwsllan � OLhe��SpeN/y) Education
O Fllipino � Gwmani�n or Chamorro
ITEMS 23s-23 MUST BE COMPLETED 23�.bate Pronounce Oes Mo�ay r 23b.Slanatufe o Perso�PronounClnQ D�at n yW M�pp ca e 23C Lluns�Num !�
BY PlRSON WNO PRONOUNCES OR
CERTIFIES OlATH
33d.D�tt Sis�sd(MO Oay r) 24.Tlm�ot Death
25.W�s MedlCal Examiner or Coroner Cont�ctetl7 � Ves No
CAUSE OF DEATH � ApprOxlmat�
26.PaK I. Enter tha chaln o1 evmts--Alseas�s,In�urles,or compllcatlons--[haC tlirectly caused the death. OO NOT ent�r term�nsl ev�n4 such rs<arCiac srrest, � Interval:
lesplr�tOry srrsit,o�vent/ICUIar�Ibrlllatlon WlChout shoWlnQ pth!etlolory. DO NOT ABBREVIATE. Enter only one e�use on a Ilna. ndd sdd�HOnal Iin�s If nee�sssry. � Onaet 2o O�ath
IMMEDIATE CAUSE '"'-""'""-'> s. �/f YJ I�L�'i �
(Final dls�af�or condltlon D�a Co(or as equenee of): �
1
�..��t�.,Q�„d..«� , .�rPc�2. C s►-PN�rl- �
Sequantl�lly IIK contlltlons, Oue to(or as a cons�quenp on: �
If inY.I�adln�to th�causa �y��y i�ti� �L 6�•r�,,�.�, �r:.TUd�Js✓J- '
Ils��d on Iln�a. Ent�r tha c. 1
UNOERlY1N6 GUSE D,y�to(or a�a co�saq�e�u o1): 1
� (tllseoe or Injury thse �h�� �L V GC, �
� Initlsted the ev�nts r�zultlns d. , �
In Eeith)LA3T. Du�to(or a a Consequence o�): �
1
26.V��t 11. Entar athv s1anlFlcant condltlens contrlbuNn�to d�eth b�t not r�s�INne In the u Aerlylns ousw QIVYn In Part I. 27.Wss>n autopsy p�AO �tl7
o v�: �
� �?Jn/��c. y/�-�.L.- -s�}-� c�{ti� /S']►1'r�_i�•�s�aSJ.-+� �y►-c ysf-a•l v��c= :g�o o�,P�:�:�i��;�:`ord��;�
$ O Yes �No
� 29,1/i�j�ale: 30.Ditl Tobacco Vs Cont�lbui�tC DNCh7 33.M nne�01 DaKh
�Not pr�tnsnt wltMn past yesr 0 V�s ��,rob�bly ��tural Q Homleltle
� O PreQnant st tlme of d�atM O No �'Unknown O .4ccld�nt O Pendlns Inv�stlsatlon
�' p Not prcsnant,but pr�tnant wlthin 42 daya of desth q Sulclde p Could not be determined
� NoC preQn�nt,bu�pre{n�nt�3 days to 1 year before dea[h 32.oa2e of InJ�ry(Mo/osy/vr)(Spell Mon�h)
� UnknOwn H pr�t�ant wlthln the pafT yaar 33.Tima o111�)ury
34.Plrc�o!In)ury(e.a.home;ConstrucHOn slte;f�rm;school) 35.Locatlon ot InJury(Stroet�nd Number,Clty,Coun�y,Stata,Zip CoOa)
36.Injury at Work 37.IlTranspoKatlon InJury,Sp�cHy: 36.��scrib�How Infury Occurr�d:
� Yss �Orive�/Oper�to� 0 Peda I�n
p No O P�ssen`er O o er(5 dfy)
� 39a�.4 eKifler-physltisn�C�rtlfled nurse C •r,m! al�z�minsr COron«(Check oniy one):
}�CertlrylnQ oniy-To tl�e besC of my nowl e,tle� oceurred due co the uuse(s)and manner sta2�t1.
O Fronou�cln{8 C�rtlfyin`-TO ths e o knowlaA`e,death occurretl�t the tlme,d�ta,and plaw,and due to the csusa(s)and mannar atsted.
1] Mediwl Examinar/Coroner-On t o�wamina[ion and/or Investl`stlon,In my opinlon,desth occurred at the Nme,date,antl plsce,and due to she caus�(s) d m r st�ted. �
� � �� „�/� L a�e
Slenatun et urdB�r: �~� TINe of cartifler: "I`�J licens�Number: -� �Q r
39b.N�m�,Atldress��d 21p Code oT Person Complet�n�Guse ot D�sth(Item 26) 39c.D�t�51�ned(Ma D�y/Vr)
� 4 .Re{ISirsf's IStHCt Num er 41.ReQlstrar'3 SlQnatu�e 42.R latrar FI e D�t� Mo Day r)
�\ -�lD :'��..Y�;.��- er- �c�J `�
� a3.nmenam.na
� 1
LAST W�LL ANll TE�'I'AMENT
OF
�ARA F. Ai�BIiIGHT
I, SARA F. ALBRIGHT,r�c���� af�441 1�er�si�n t1���nt��:, (,c;mc7yne. C'��t��f��rland �'���int�.
�'���n:;�3l��ar�i�, l7t)=�3, dc� �uk�li�h ���c� r��cl�r�: t�is t�� �� nl�� I...�st �'ill and 'I�cst����ci��, l7ercb�r
rcvakin�;all at:hc�r pri�?r L���lls ��id cc�di�ils zna��: t�y me.
FIRS'T': F�mily Back�;round rand An�c�intnnent of E�ecutor.
(A� �Fami� ��d Bac rc�und informattion. I s���� not.c��rr�:ntli- x�arzie�. (v`I� c;�ilcl i�
SCJZ1�lI'�tl'�T� A, �LEI.N. Tl�rou�hc�ut tl�i� W�ill. S�.IZAI�fNE A. I�I.�EI�I�T will t�e r�fcrr�c� tc� as
"my c�au�;hter" c�r"rrz�} ehild.,, .I`hc ���c7r•c� "i5suc" l�'i11 ir�clucle my chilcl as �vell as m�� c�ther
de�cendants,
(B) A�intm�nt of E�eCUtor. I <���{�t�it�t a5 m�� E��cutrix �Y��c! St��;ce��c�r lwxecutc�r
(��11 herea�ter referr�d tc�r as }?,x�cxttor) uncler t11is �'ill, thc fc�ll�7v��in� t�atn�c� �trs�r�s tc� s�;r��c
1��ithaut bc�nc� �i�d withotzt ��ing required tn �ce.ount tc� �n�j C���i�t:
Executrix: Iv1y �al��;hter, SUZANNE A.KLEIN.
Succes�or�x�cutar: ?tfly �,r�rlc�s<���, ,TAMES A. BROWN.
SEC�ND: �'uneral and Last Iliness Experases; T�ares.
(A} E�pe�ses of Funer�l and L�st Iliness, I direct r��c l:a:�ecirtc�r tc� p��t r�a�� fu��er�l
e�penses �nd the ex�en��s c�C�x�v la�t illne.ss trc�m n�y� cstxitc.
(B) Ta�e�. I dire�t r�l}� E;�e�t�tc�r tc� p��° ��n�' ant� al1 c��tatc, �nl��rit�in��e. suc.ce��ic�n�
l���c��, transfer and c�fiher dcath t�xe5 ��r c�uties, by v�°hatever r�am�; call�c� inc.lu��zn� any� �nc� �1��
i��tere:�t �nc� pen�ltie�; �herer�n, inl�ac�sec� uncler the• lar�°s of�nY jurasdict�c�n�v rc�a5cm c�f�f�n� c�c;atl�,
upan�ar ��ith respeex t� any �nc�all �are��aerty incl�LXde�d in n�y gr��ss cst��t�: it�r th� p�rpc��e o����ch
fi���es, �.�'he�ther suc�� pro�ert����ass�s ut�c�er c�r c�utsic�� aE thi� �'��i(l, ���t ��f iny res�dG�ary es�ate,
4aithc�tit beins: p��cst•.�t�c� c�r a���€�rtit�ncd �rncsn�; or c[�ar��t�a�,ait��st fl�e respee�iti�e cie�iscs, lega��e�s,
bet���ciarics, tran�fc�rc:�;s, ar oth�r rcci�ietlis c>f an�� sueh prc��ac�rt�r c�r cht�r��;rl a�aii�:�t any� prca��:rt}�
�assin� c�r��A�ich m��}hatfe }��ss�:cl tc� an�� of them. "I'l�e I>xecL�t«r s(�all i�c�t be entitl�:d tc�
reimbur�c�nent for �n}� �c�rt�r�rj c�f'an}f such tax�s f:r�?m an}= such per-sc�n,
T1�IRD: Ta�x�ible Personal Pro�rtv. E:�.xcc�t #-c�r thr�se it�;n�s exclucicd b�law�r��
th�sc iter�s enurner�ted in ti�c; I.�etter c�t InstrlXCtic�ti, I b�c�u�.ath tra my� c�au�:f�ter, SI1ZA��I'�E A.
KLEIN. li��in�at ttle tin�e c�I'n����c�th, a:ll t<�ngihle �aersf�t�4�I prca��crty, inciudin� t�uC nnt lin�itc.d
t� cic�t}�ir��„je���elz°��, hcirlr�c7n�s, #i�n�iturc,persc.�nal eli�c�s, n��oCrrr ��i�h�cl�.�, ��nc� z1l c�t��er �imii��r
arti�les, �vhich I cjsvit, ax�d th�: insur�nc� tl�erc:��r�, t��? be c�ivicled a5 thev ���ay sclect in as X��arl��
eq���l sh�res as is ��r�ctieal.
If`ar� ir� t1�e ����t�t mtij eiau�;}ltcr, �UZA.�TNE A. KLEIN, shauld �re,�i�cc��zse n��:, I t�cqu�€�th
��ll tai��ible �e:rson�xl prc�}�ert�,r t{� my gr�i�dsc�ia, J,r�:MES A, Bl2t?WN, per �;tir�7es.
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LAST WTLL AND TESTA1YtENT
O�'
SARA F. ALBRIGFI'T
PAGE 2
If there is any' disa�ree;n�et�t as to �ist:ribtitian. I c�irect my �:�ecutc}r to n�<�ke std�h
distribt�tic�n. "I�he deci�;ic�i7 cjf m}'e�tecutc�r shall be tinal �nti bi��ciing. �1nw� iteins nc�t sel�cted c�r
�a,� it��n�s ��hic:h m�y �xe�ctYtc�r cc�nsid�rs ua�sui�table °or my �r�ndclulc�r�n n�zay t�e. ciistri�bl�ted t�z•
sc�id in the sole discr�.tian of my eKecutor anc�i, if solc�. Che net prcacee�is cl��rc,frozn shall b� adc�eci
to the re�idue of my� �srt�te. '��"angible perscan�l �r�perty shall �nc�t izlc-lucie: �1} ��Yiti�• and a11 prc���rty
user3 by �nc in �ny business, (2) c.�st� on hand c�r�r} de}�c��it in ��r�ks, (a) stc?ck c�r sc;curities. (�)
ai�y�}��� af���idenc;e c�f inde�tedrtes�, �id (5�� any Iifie. he4�lth c�r �cc�ident ir�suranc�pc�1i�.`s��.
Ivc�t���itt�standin� r�ny c�tt�er pro�•isi��sns iti this r�tticle '1"E IIRD, I f��ay leave 4� sep�rttze,
dated an�i un�i�net� I.�tt�r��f I���strt�ltion, �%l�ic�� I sh�l1 �lacc��ith tY�y w'i�ll, cc7r�i�ainii�� d'arection:�
ci� fi�� the ultiixiat� dispc�sitiar�c�f certziin csf the� �pro}�ert�r bcqueatllecl ur�d�.�-this �t�ticlU �"HIR[�,a��ci
�i�eh I,et�er ��f Instruct�ir�n shall c�ete�rmine thc� c�ist�ri���tic»Z c�f such ite�ns.
FOURTH. Residuary Gifts.
(A} 1 �;i��e, c�e�Fisc a�ici �cquc,�th al�l t11e rest, r�siclue at�d rem�lincler c�f��i��
estate, of ev�ry kind and ch�lracter, real, �ersc�nal �nc� mil�c�, tan�ih(e aT�d it�t�r���blc, �ind
wl�ere�er situK�ted, includin� any l��psecl ar renc�unced 1e�;4�cies c�r det-ises (az7d ir�cl�.rcling �ny.
�rc�p��rt�r a�r�r G�hi�h I tna�� t7a�e a poti�-er r�f`��pp��intrsi�nt), to my d��i�x�h�t�r, SUZA,NIYE A.
KLEIN.
� I�'�r� ir� th�� �venl Tny�d�ti�hter, �TJZANNE A, KLEIN, shc�uld prec�ec�;a�e r�le, �I he�-�u�ath
all thc rest, residu� and rem�inder af xn�� estr�te C�� t7�y gra�r3d�c�n, J�AME� A. BRC}WN, per
stirpes.
(B} Distrihutiu�s During,.Administrat�on. F'ric>r tc� �ina�l distril���ti��1 ��F n�v �st�t�, the
1���ee��tor, in his ciiscrctit�r�, z7��y ma�l�� �a�rCial c�istri�utic�n<;tc� c�ne or��l�are bene�fi�ici�ries c��- �I��•u:;ts.
�1s � cansec�u�nc��, the I;:�ccutc�rship and an}r '[�rusts cre�itec� uncier �l�is t�'v'ill r���y �:�ist
cantemporan��c}us�y. A ctistri�uti�»1 t�a}�be n�adt �ubj�ct. tc� a�r�y ind�bt�cinc:ss c�r liahiliCy c�{�rn�r
�st�te.
�IFTH Pmwers �f E�ecutt�r. In �c�cii�ion to thG �atn�r�rs and dt��ies as rna}�1����v� bcc.r�
�rar�ted ��isewl�ere in EhiS bVill, but s�bject tc� az�y lit��itation� st�ted �Ise���l��er� ii1 this �ill, il�e
F.,xecutc�r shall h�ve anc� e��rcisc c�lclusi��e mar►a�;emerat and cc�ntrc�I c�f4 tl�e; F;state ancl s1�a11 be
���st�d ��itl� th� ��t�llc�u�ing sp�cif��c pt�����rs �nd discr�,tion, in adclitinn tt� 11ae pc�w�;rs ��s niay �e
��nerall}r c�nferrc�d �roin tinle to fiyr��e up4�za t�ie �fixecutc�r t�y 1��r.
(A) 3n tl�e m�na�er���nt, earc�and c�ispositic�n ofi�the Estiate, the Fxeclrtor sl�all I���ve il�e
�ac��n��r tt� do �11 il�in�;s and �cr e�:ecute sual� ii�strurr��nts, ci�ee�s, c�r c�ther• dc�cunaents �s ���av'b�
d�,e�necf rtecessar}=� c�r prc��p�r, includin�t�te f��lo��:�in��pawcrs, al( of��hich may� t�e �xerci�e�
��it��otit €�rc�ei•c�f c�r rep�rt t�o a�n}� Co��rt:
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LA�T WILL AND TESTAl'VTE�NT
OF
SAItA F. ALBRIGHT
PA+GE 3
{I) �t`� s�ll, e�chan�,�e c�r c�th�r«Fisc. dis�c�se of�any ��xa��c�ty ��t �ny tiEne h�ld t�r
acc��ir�d hereu��c�er, at pciblic ��r prititat� sale, for c�sh ur c�n t��r��n5, ��ithc�t��t �d��rtisement,
includin� the z•ight tc� le�se �c�r a�iy term z�c�tti�ithstandin�tl�e p�rinci c�f�t.he �srate, anc��o
grant c��tians, includin�a��y c>ptic�n fc�r a �eriod l��yc�nd the d��ratic�n t�#�the Estatet
(2} 'I'c� in��est all z��or�ies in sucl� �tc>r;ks, bc�nds, securitic;s, mc�rt�a��s, t�cite5,
ehoses i�1 action, re:al e�state or imprc�v�r��e��ts��l�er�oi�, �c� ��n}= �ther prc�pert�r ��s th��
Executar��ay d�em ��s�, �i��ithc�ut re��xc� tc� ��ntir l���r z�c�w c�r l�ere��ft�r enf�:c�rce�� lin7iting
investtn�.nts of ficluciarics.
(3} Tc� retairi f�,r invcst��ient [�nyr prt:�p�rty c�c}�osifi�c�! t��itk� the I?:�ecutc7r her�under.
(4} 'l"a t�ote i�l ��er�;on c�r by pro�y a��v c����rp��rat� stc�ck��r c�ther security :�z�ci tc�
a�ree tc> or t��e any ather ac�ian in r��f�rc��to arsy reor�;ani7atic�z�> ��er�er, cons«lidation,
lic�uid�tic�n, hankr�kpt�c�� or a#her proced��r�: c�r�3r�ceedings a�ffectin��ny stock, �«na, x�c�te
c�r c�il�er s�curit��.
(5} To 1���. attc�r�zc�-s, real �stat�; brc-�kers, acc��i�ntantti ar�d �ther ���et�t5, if'st�c�h
ez��ploval��nt is de�tn�� neccssar�r or desi.rable�, and tc� pt��� reason��C�l� cam��r�satic�i� i'Ur
their s�r�rice�s.
(�) Tc� cc�mprc�mise, �ettle c�r adjust 4iny' claim �>r de:n�at�ti b�` c�r a��itlst tl��, I�.St��te
a��d tc� a�r�e to �n�� r�;sc-issit�n or rY�c�clificatic�n csfi any cantr�e,t �r a�reemer�t af�fcctin�; t�he
�:STt3t�,
('7) '1't� rene��°an�y i�ndebtecli�css. ���: w�ll as tc� b�rrt�c��� mc�ney, ancl t�� se;�ure� xhc
san�e ��r mc7rt�a�in�, p1�d�in�; car cc�n��cyin� �Ynr�prr�peri� c�f thc ��:tate.
(S) To retaiz� G�ncf c�try on ����� busin�ss ii� whict� tl�e I stat� rnay a�c�uir� �n
in�erest, tc� �ce�uiE�e adc�7tio��a.l int�rest zn ar�}r �uc�h �bu�si�i�ss, tc� agree to�the tiquici�t�ic�n in
kind c�f any carpf�r�3tic�n ii�� which the :l::st�at� �nay h���e �n ii�tere�;t ax�d tQ cai•ryr c�n t}�e
husii�ess ther�«�f, to�c7iT� 4��ith c�ther��wn�rs in �rl���tin� any f��rm �t�tnar�a��mi�nt f:c�r �ri�-
busin�s� c�r pro��rt_v in t�vlueh tk��,Est<�t� rr�av ha�te an interest, to bece�n�� ��r reinain a
p��rtner, gerlcral or litnitet�, in r�.garci tc� �ti�ti� such hL�sin�.ss c�r prc��7ertv anti t� hc�lti the
stock Ur c�ther sec�.Xrities as an inve:;tnlet}t, and to ��npic�}' a�ents �t1d ce,i�ier� c�n fihen�
authc>rit�� tc7 inanage ai�ci c���ra1e tl�e busine:ss, pro�ert}�� ar cr�tpc�ratic�n, u�itht�ut li�k�ili�'
�or the acts «f'such a.ge��t�r f'or any ]t�ss, laability� o�r inc��bt4di��ss c�f's��el� b�sine�s if�.��c�
rn�nagezn�x�t �s s�l�ct�d c�r refi�lined ��rith reast��t��le��re.
(9} `I'o re�;is���r a�ny stock, bi�t�d c�r oth�r s�ctii•ity in the rlaT�le of a nt�minte,
��ithc�ut the �c�c�it�ion of�tc�rds indicatin�ti��t �L�ch ��cur�t� i� held in � fidr�ciary ca�acit�f,
b��t G�ccirrate; rect�rc�s sl�all l�e n7�intai��ed sha��in�tl��t such securit�� is � ��,stat� ass�,t at�ci
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LAS�WILL ANll'F��TAMENT
CyF
SARA F. ALBRIGHT
PAGE 4
the I;xec«tor shall bc� res�onsihle 1:c�t• the acts c�fksur;ll nr�tr�ine:e.
($} ��}1�.a�e��er ti�e E;�ecutor is cjiretted to c�istribut+:• a��y f;st<�te assets i�l lc:e �inz�l�: tc� ti
per�on«�ho is ���err und�r tl�ent�f-��ne (21} y=���rs c�f a��, th� l;x�cutor s17a11 �ti� autl�c�rared to 1��1�(
such prc�pert�r in "I�rust tc�r such persazi until he.�'shc k��Ycc�rnes tw�nt}J-on� {21} ye��rs of a��;, z�nd in
t}�e me����tim� st�all us�, s��ch �art�f t��e income; ancl the �rinci�,�1 of�the I'sta�e a� th� T;:�ccutc�r
lnay deem nece��ary to �rovic�e fc�r tl�e prop�r sup�c�rt ai�d edGrcatic�n of�sc�cl� ��c�rson. lf such
perst�n s�c�uld die bei�ar� bccon�in�;t«��tiC;r_�n� (21.� �'cars of��;e, t�l�� �r�perty then remainz��� i��
trust s�1a11 �e distributec� t� t}a� �crsc�nal rc;presc:nt�tzv� of�such�ersc�n'� �state.
(C) in tnakin�distrit��itians frt�m tt�e�st�t� �<� o�• far C(ic be►7�;fit c�{`�3n���7�i��or or crtlz�r
��crs«z� under� le�al dis�bililv, tl�e ��xec:tatt�r fxeed n��C requir�t��i�; ap�ac7int�m�.nt of a �ti�rdian,laut
sh�ll be a�t}�ari�ed to �ay�r�e1i��er the sar�e tci th�cuseo�ia� of�t�ch p�rs�n, tc� ��y �r dc;l�i���r
th�san�e tf� si�eh p�xs�n withc�u�the i��terv�ntion nf a�u�rdia�a, to p����r clel�ve��the san�� to a
le�;al guardi�7 0�stacl� person ii"c�tYe has alreadv l��en ap�c>intc��, or tc� �as� t11� s��rn�. f"c�r th� k�en�-fit
c�f sizch �e:rson.
{D} In the c�i�k�t�rseme��t t�f`the f.;state and titly di�i5ic�n inte� se;��irate trusts c>r share:s.
the ��:�e�utor �hali �b� a��thc►ri��d tc� �n�k� ti�e ciistrihl�ri��n ��nd di�=i�ii�n ir� n��r�cyr ��r in ki���, �>r
bc�tl�, re�;arc�less t�f the �asis fc�r income tax pur�c��es r��t��n�� ��r�}�er�y �istribt�t�c� «r di4�id�d in
kind, and t�te �istributic�n az7ci c�ivisic�n m�c�� �nd th� v�alue� �;sta�t�lish�d hy thc L;xeceitc��• s1za11 b�
bit�din�;anci ecaricti�5ive on all �ers�n4 t�l�ing he:reunder. �Il1e F�ecutc�r n�av �z� �r�aking s��ch
cl�s�ributian ��Y�cli��is�ic�n allot iinc�ivi�ted in�e��csts in th� s�rrn�pr�pert�'tc� s���cral tru�ts c7r sh�r��.
(�) '�[�he I;xccutc��• �hall t�e a��thc�czzed t�� Ic�nd or �c��-rc�ti�°, incl��acling�the ri�ht�t� Iene� �c�
�r�ort-c���i'ron� any tr��s�s u,-l�ich I c�r iny hlrs��nnci zn��yr hav� e.stahlished duriz�� lif� or b�• will at
an adcc�uat�� re�te crt interes� ��ld �vith adec�u�te securi�t�f, and �ir}�o�� suct� ttrrr�s and c�onditi��ns as
tl�e ��c;cGitc�r shall cie�m t�ir and ec�uit�blc.
fF} "I'he f.w�r;cut<ar sl�all l�e �t�thc�rized rea sell c�r�urcl�ase at the fair r�zarket value as
determin�ci by the Fx��utc�r, a��y prc�perty fic�s or frc�Tn any trust cre.at�:ci k�y ���c c�r n�;�� husl�and
�it�rin� l�ife car b�� �ill, �:ven tlaou�h t�1e sa�tne persoi� c�r cor�oratic�n n��iy be�ctin� a� Eh�cut��r crf�
x��s° estate or a� �'rustc�� af'zny c�i'rny otl��;r tr��sts.
(G) °Ihe ���:c�.ttor slzall }���'e cliscreticaz�fic7 determine ���ltet}�cr itctns shoulcl tae chac��ec}
c�r credited to incc�me ��r�rinci�al c�r allacatec3 t]et���en i��c:o�ne Exr7c� prir�cipal ��s th� I�;x�cutar niay
d�em equitabl� �r7d fa�ir�ander all the cire�in3sta�nces, it�clucli����thc pc�ti,�er tc� ��rnortrz� �r #�il tc�
����1c�rtize any p�rt c7r all c�t any�r��ni��m c�r di��c�l7nt, tc� trcat a��y part or aIl af`the prafit resc�ltin�
f�rc��n �I�e rr�a�urity or sal� �f t�ny ass�t, �vhetl��r p�xr�hasc�c� at�i�Si•cmiun� r3r�t a diseount, as
incoz7�e r�r princz��l ar a��c�rtic�n the sarr�e t��tw�;cn iF�cr�me ai�d �arincipr�l, to a��c�rtic�r� t1�e sales
�ric� ��ar�y a4se1� b�tu�een lncc�nle a���i p�•irzcipal, to tre��fi �a�v di�•idenci c» c�ther disfiril�t��tie�n o��anw�
i�z�restrrke,nt a��i��c��me<ar pt�inci���l, t�r a��pr�rtic��� t}ae same betw�cn incc�il�� �nd p�inci}�a1, to
-� �`
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LAST WILL ANI}TF:�TAMEIYT
C}F
SARA F.AI.BRIGHT
PAGE 5
claargc any�e�pet�se ��g�inst incoi��e ��r pr�incipal c��• <i}�po�tion the ���i��e, a�1cl tc� prati��ide �r fail C��
prc�vide a re�,�on�ble res�r��e a�ainst d�prcc��ti«r� or obsal�scc�7ice; c�tl �7ny atisets s«l�iect t��
de�rECi��tzc�n c�r c�bsc�lescence, all ��, th� Ex�,cu�ar�n��r reasc?r���l�y dcen� equ:itable and,j��st ur�der
G�I1 th� circumstances. If the �:�ee�rtc�r daes nc�t e�;ercise th�: a�a��e clisi:rctit�n�xr�� �c����er, t}�e c��st�
nr accrual alloeati�n sl���Il be in accc�rd�ne<e ti�it�l Chapt�r �1 t�fTitle 2t� r�f the I'�,nnsy�l�iar�ia
C'c�nsc�lidated St��tiaC�s, ��r the cc�x�res}�c�ndin�;prc�vis�ions af subsequ�iat state 1a��.
(H) If�t an�- tirt�e the toC�[ f��ir n�arket ti=alt�e c�f tf�e asse,is c�f�any t�rust establisi��.t3 ���• to
be esta�lished�he.reti�nc��r is sr� s�mall tliat th�;cc�rporat�"I�rustc�"s ��nnual fer;fc�r�dmini�tering the
trust ���r�uld b� the�nirtii��un1 antru��l f�� s�t tort�� ir� the T`rustec�'s r��;ularl}r {���l�lished i'�e schecluic
then, in el�fect, the "1 rustee in its discretion sha11 he authorixeti tc� t�rmint�te such trtist c�r t� decicie
nat tc� esta�lisl� such trust, �t�ci iri suclt e�r�nt til�� �.�ropertti then hcld i�� or tc� be ciistributeci tc� su�:h
trGist st1a.11 b� c�istribt�ted ta t11� �4rsor�s ��rho ar��Chera c�r�vo��is.� l�e entitl�d tc� t(�c� inc;c�n�e �?f�stirc.}1
trust. I�f thc �m«unt c�f inc<7me tc� be rc�;ei�f�ed by a��cl� peY��on� is tc� b� c�et�:rznineci in thL
discr�tic�i� of the�C'ruste�, th�n the Trustet� shrill �izstri�ate t}�ae �rape7-ty� a�nc�n� s�.�cl� of tl�e perst�n4
tc� ��rl�nnl the TruSte�, is at�thc�rized tc� c�istribut� incc�me., anc� in sueh pra��artiatls. ��s t��e .[rustee in
iis discreticro shall cietermitie.
(I) Exc��t �s ��theiti��ise�r�vide�i in this ��'4rill, ���her� th� authi3�rit}° ancl po���er ui�der
this �?�rzll is �r�,��ed ix� t���� (?� ar i�c�re hxec�xtc�rs or"I�r�rst���, �h� au�tl��rity <�i�d po«�ers ��r�tt� be
held jc�intt�r b�f t}�e Ex�ctttc�r�; c�r"I't•uste�s, r��;pecti�=eCy. �1 m��jc�rity c�f the 1�,xcc�itor� ��r Tr�iste�:5
��nay cxer�ise any� authc�ritp� �ar power �raz�Cecl ti��cier this ti'�r ill ar s;rant�c� b�% lar��, �nd m��y act
i����der�his Will. �1n�-att�mp�t b;� c�n� such ��e�cC�lt��r o�Trust�,� ta act un�er this Vw'i1�1 on c�tl�e�r
t}ian ii�it�isteri��t ar�ts shall 1��: vc�ic�. Th� acti��n �sf�art�e such Exec;uCor c�r"1"i~��st�� ��nd�r Ctlis �t�'ill
m�y b� validated by a �ubseyuent rr�ti�cati�n c>1�the act by a m�jority ��f tl�e }�xe�:utot•s «r
,�..��;t�;es.
SIXTH: Ri,Wghts and Liabilities of Executor.
(A} �n bc�nc� c►r c>tl�er sc�ctxrity shall hc rec�uil��c� c�t�ny� Ex�cut�r.
($} 7`l��is instr�rmcnt atwa�rs shall be cc�nstri.�ecl ira fc�ti�c�r c�f tl�e ��z�lic�it�� of ���r��� act iar
c�mis�;i�>n b;�� ak�y F�ecutc�r, ���� any Fxecutc�r s�1�all z7ot l�c liabie �ft�z•any ac�t c�r otni54ian �.xc�;��t in
t.lte uase c�f`�rvss ne�li��;nce, bac-i t�ith c�r f:raud. `��ecificall}, in as��.ssitl� ihe �rc��rietyr c�1'ati��
in�restcn�nt,tt��; c�����r�ll p�r�fc�rr�lazlce oYthe eiltire �stati�shall b� t�aken intc� �ccaunt.
{C) ��ch��ecutc�r sha11 be et�titl�;d to rec.ei�-�; reasonahl� c:c�n��ei�5atic�ri fc�r serr=ic�;s
�ctuall�� rencler�d to n�}� e�tate, in azY a»lou�nt the F;��cutar nornl�li���nd cizst�cf�nar�ty cl�arge5 ��c�r
per�fc�rn�in�; similar s�rvi��s d�trin� tl�e time ���l�ich he;lshe perfortns tlie �erviecs.
SEVEI'�TH; Suendthrift Provision. Nc� bet���ficaary s11a11 hav� tl�e. �r��.�,t�r i� �nticipat�,
�t�cu�mbLr ar traT�l�ter (�i� or he�r int�r�st in the estat� in �XI}r�rnanner c�the:r tlia�n l�y°tti����lici
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I,AST VVILL AND TESTAMFNT
UF
SARA F. ALBRIGHT
PAGE 6
exerc:ise nf a po«rer pf appointment. iv�> }�arl c�f tl�e estate shall be lia�(e Ior or c}�ar�ed 4��it1� an�'
deb�s, c��ntr�cts, �lia�iliti�s car tc��ts �i��� b�n�ticia�r c�r ���bject Co seic�ure ar�t}i�r•prc�ce�� t�y �»}�
cr�:ditor c�i'a b�;netician-.
EIGHTH. T���lections.
(A) In de,termi�iin� the estt3te, irt-�h�;rit��rrc�. 4�nd inLC�me ta� liahility� r�latin� tc� my
�;statc�, ���e E��cr�to�r'� aG�cisir�n as to �ll avail��bl� t�x electic�ns sh4�11 �� cc�n�lu�i�=e e�� ��ll
c��nc�rnecl. In�cc«rc�anc� wYtl� t[ZC Se�:tic�n 2f�32(��) �nd ��=it�llaut re�ard ta ti�hixl�cr� Federa1
�,st�te t��x ret�zrn is actuallyY filcd, rny �xecutar sllall �311�c�te sc� m«ch c�f tlle �ec��:ral Cie;r�e1•atic:m
Ski��in�T`rnnsfer(G5°I'-7 ex�rn�tipn amc��int �s cvil( fc�ll� �xe�n}�t an�r �cnc;ratic�n skippin�;
transfer��}hicl� ►nay c>cct�r unc�er this �it%ill.
(B} "I�11e E��cutc�r n�ay, iz� its discretio��, �«„t�i•nlin��lie da��: a5 ot`«;•hich ln_y �rc�ss
�:st�te shalJ k�e v�lueci f-c�r the }�urpcase af c�cterinir�in�thc ap�lic��bl�; tax ��yable hv r���san of niy
death.
(C) 'I�°l�e �;xec�utc�r�r��y, ir� it5 discreti�a�n, c3ec.ide ��I�ethel•all csr any� p�xt �f cert��in
�eductic�n� s��ll �� t�kcn as iz��c�n�e t�Y ci�duetions {"evex� llic�u�h they i���y° ec�uaI or cxcecd tl-���
t���ble incorr�e af nty est��te a�tcl ���hether c�r nc�t cl�imed c�r•c�fben�f�it on my est�te's inc�n�� C��x
retun�) or as e�tate tax ci�ducti�ns �����c�rl �t c}ic�ice is ����ilal�le; Gind in the e��ent th�t all E�r �n�� �art
c�f suel� c�ecl�.xctxc�ns are �ak�t� as 't�iicc��ne�trYx deductiiaz�s, i7a �c�justn��ent c�f`ti�cc�n�c �nci �arinci���i
�c��c�unts �in n��° �s��t� sh�11 b� made a� a result�7f such deci�ion�.
I�IINT�t Definitions and Generai Pravision�s.
(A} Survival. :�n}= l�enc.ficiary uhc� cli�:s ���itl�in �;ixt}� (C�0) c�a��s �itte.r n�y d�:��tl� shall l�e
cat��ic�ered nE�C to l���re sur��i�ed ���e.
(B) �apt�a�s. Tht ca��tini�s set fc�r�li i�� tl�i:� �G�'ill �t x��e t�e�in��it7� of�the �=aric��rs
articies 1�ereof'are foc convenience c�f refercnce onlr� <�nd tih�li i7ot b� el��mec� tc� c�cfi��i ar limit
tlae prc�orisic�ns h�reof a�•to affect in ��n}����vay�fih�ir cc�nstruc�tic�il a�nti��p�lic�ti�n.
(C) Chitdren. �1s tisec� it� tt�is ��%ill, the���c�rds "chilci" a��ci "children" sl�all i���;lude�
��e-t•sc�t�s�who ar�:. le�;ally� �ciopte�l and the iss�le c��#'Said persons, wh�thc,r k�c�rn in or aut c��f'�v�dlc�ck,
s� ic�n���s aa����er'se�l� t�c�rn c��zt c�f����ed�c�ck is �ckz�c�vvl�d�ed i�t� � ��rittc��� �iitstr���nent c�x�ctztccf by�
t2�e c�ne �l'th�ir�Za���r�l parents ���1�o is a descend��`�t ra����it�� �l�a be �}�e child «fsaid d��sc�zlc�ant.
Tl�e��=ord "issu�" sh�ll in�;lude d�scenc�ants �>f�Yll �cneratic�ns includizi� adca�tecl ��rs�ns. A
pc�sthuxl�ous child shall �e cc�nsidered as li���in�; �t ft�e death �f his ��aar�:nt. "I'lle birth to t��� c�r tl�e
�clopt�on by t�a� af<x child r>r cl�ildren sut�s���re�7t tc7 tl�e exc��u�ir�n c�i'this �,��ill s�t��tll nc�t �����r�t�; tc�
re�'ol�e t1�is ��i11. �,xc��t �f��r c�iscrctz�n�ary c�istribt�tians ti�l�ich tna�-be rt��d� u��i�.�c�u�llv an�c�n� a
�rt,up c�i persc���s and di5trib�itic�ns pursu�nt to ���-<�lici ex�rcise �f a p�a«er c�t���p�intn��itt, in
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LAST W�I.L AND TESTAMENT
QF
SARA F. ALBRIG�IT
PAGE 7
m�kirzg a distributio�� to the chilciren of��ny��er5c�ri, thc prc�perty tc, l�e di:�trihut�;ci sh�all he c�i��idr�cl
into as ��nariy sl�ar�.s as ther� are livin�,chilc�ren ��f tl�e�ersc�n ��zcl dcceasc:d chilciren c�f`th€: }�ers��r�
��ha Ie�ct�a��ren w�zo are then li�=in�. Each livi�r��; child shall ta�k� c���e sh�rc a�nd t�l�e shar� cai'
eE�ch dc�c�secl c:hilci sl�all be divic��:d �n�c�n�*his then-livin��iesccndants in the s�1z�ti tnanner.
(D) Code. I'�nl�ss c�th��r���ise stf�ted, all ref"erei�c�s i�� rz�y ��lill t�} s�.���ti�r� anci chaptcr
i�umbers are tc� those e�t tt�e Inter��al Rc�ve��ue: C"c�c��; e�f l 98�� as a�nel�elee�, c�r the cc�rrc:s�sc���dit7�
}}rc���isic�n:� of�any s�ihseq�z�;nt feder�l tax 1����s applica�le tc� rny est�te.
{E) Qther tercns. Tl�e us� c�f�ny' �en���rt• includes fl�e c�th�;r �etic�ers, ai�ti the cise c�f
eitl��.r the sirzyular ar th� plural iricludes the otlicr.
(F} Po�vers of A�►pointment are�a�ercised. 1��this ti��il( I etiercise an;��� ai�c� all
�'«��°ers n�t rh��ointm�nt ti�hich �I pc�ss�ss at th�tinie c�t my de�th.
IN WITl'�ESS WHE�LEOF, I, SAR.A F, ALBRIGI3T,���� Testa�rix, ha��e t�� t�izs n���.
I,a�t V�'ill �ne�Te�st�met�t, t�rpe���ritt�.n c�n �ight (8) pa�;es, incl��i�d�in�, the �ckno�vleel����et�t �i�ci
�lfftcl��fit, se:t m�r��and and s��i1 tl�is��? clay c�f�ept�:mMer, 2�11.
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SARA F. ALBRIGHT __... ✓
Si�ne�, s�aled, puhlishec� anc� c�eclare� hy the: al�c�ti•e-n�m��1 "I'cstatrix, as ancl t�r her I.a�t l�i(1
�u�d Te�:ta�nent, �n th� presc�nee t�t'its, whc� have h�riunt� si�l�scri�ec� c�ur naine- �t het• re;c�uest, �s
tiviti�esses heretc�, in t�ze pre5cnce c�f'the- sf�itl "t'cst�trix, �nc� in the ��resence nf�et�ch c�t4�er, k���cl� �7t
u� {urther declares t}��t he c7r sh� k��:lie�•es the "I'cst�itri,� to be af sounci znind anei i�lemor��. `I`lle
pr�cedin� instrument ct�nsi:�ts c,f this anc� sevet� (7) �thcr c��t�se.c��Civc�Iy�numbcr�ci ty'pew�ritCen
pa��s includi7�g the A�knoti�l�d�m�nt a�d :�i�davit.
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ACKNtI'WL�DGMENT AND AFFIDAVIT
C(�M'v1t�N�'f�,�1I,TH C)I° PC;N�15�'C_,��'�I�� :
: �;�:
C`(�CS'�TY t)F Cll:�tH}=;1zI.��1D �
�I'h� �I�e�tatrix anc� tl�c w�itn�sses �vh��sc n�tnes are si�:r�c.d �inc3 sul��Grit�e� tc� th� attac�7ed c�r
fc�re.�gc�in�,instrum�t�t,bcing first dulti� s��vc�t•n anc� c�ualitiec� �e�;�ardin� tc� law�, c�o ll�.rcb��
z�
�cl�now�Iedge, depc�s� anci say to the uncl�rsi�,��ed ���thE�rity, that tlie T�;statrix si�r7ed anc� executec�
t1» instni�nent ��s 11�r I�:as� Wili it� l�e pres�.nce of�lle �ti�i�nes�e�; that sht �;igi���cl it ���illin�ly or
r�illin�ly ciir�cteci ant�ther tc� si�n it ft�r her; that sh� ea:ecut�d it as her frc�e and v�atcst�tar� <�ct for
tl�e �urp�ses th�;r�in exp��essecl;that each of t��E� �vitnesses l��re �pr��ent arzd sriw the [�:s�atrih si�n
aric� e�ecute the in.�trumc:nt 4�s her I.:ast �?Vill; that c��ch su�scribii�� ���iin�ss in th� he��•in� and
sight of the �I�estatrix si�ncc� th� u�ill �;s��ritne��es; �nci tlaat tc� lt�c �€;st af their� l:nc����led�e tl��:
`]�cst�tri� ���as rit that tinle: ei�hte�n �•c�rs o����,e c�r old�r, oFst�und m'rnd anc� uncier nc� ce�nstr��i►�t
�r undc�e it1�1�rL�n�e.
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S��-orn ta ar aff:irm�d, s t�scril�ed �o, atld ackn�wled�eci, l�efc�re: tYie b�r tl�e abc�vt-named
`�("estatrix an�i witnesses, this__���� d�y��i�S�pt�;znb�r, ?(ll l.���-�.��
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�C7MMt}tV�VEAi.TH t3F P�NNSYLV�STA
�o������� � M}J o��missic�n Lx�irc�s.
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7+�r;L.W��ker,Nat�ry P�al�� � � �
I.�rts�yrie�arc�,Curtltaerl#txf�unt�
C.txn P�J�n,�� 2���
MEM���,i�N�'LYIkN21t TTC�#I� :
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COMMONWEALTH OF PENNSYLVANIA � SHORT CERTIFICATE
COUNTY OF CUMBERLAND
I, GLENDA FARNER STRASBAUGH
Register for the Probate of Wills and Granting
Letters of Administration in and for
Ci7N�ERLAND Coun ty, do hereby certi fy tha t on
the 23rd day of December, Two Thousand and
Thirteen,
Le t ters TESTAMENTARY
in common form were granted by the Register of
said County, on the
estate of SARA FALBRIGHT , late of LEMOYNEBOROUGH
�faar,,NJaYAI.,twp
in said county, deceased, to SUZANNEA KLE/N
(Frst,MkfdN.Lufl
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 23rd day of December
Two Thousand and Thirteen.
File No. 2013- 01338
PA Fi 1 e No. 21- 13- 1338
Da te of Dea th 11/27/2013
S. S. #
0�-� �' 'l..
� eg,sre, r
. �
e ty
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
--�+•�� .._,.��r.WE373HpRE3CHOOl
�Yp�E f�yTM�� REAI E3T DISTRICT
HO NER �'Tiic pt 7�t. ATE TAX NOTiC�
Ll�MOYN���,e�l�j 77s� �P�P E BOROUQH
�� SCFI 1���OA22047,D
COL
ASSESSED Vq��E
�� 9.40 �»�600
R��� ����r HOMESTgpp EXCLUSlON
1,003.28 �D��
FAC� 1,023 76 SY 08/01/ZO13 FARMSTEqp 8,6QY
PE�LTM 1,126.14 sY 11/Ol/2013 �� ' �ClUSION
���1�01/2013 �•7Q 0
T�' A�BRIGHT N�A�ESSMEN7
441 HERA�t,qN qROLD L Q,SAFt,q F T
VENUE �
LEMpyNE Pq 17p43 +
AX Cp��ECT�R
A�� 17 ?013
F�� 441 HER p CASH A 1 p
B�LL DA �N AVENUE v
n�+,,QUe�'�no„ CHECK
'�nRNQD py�R TO L�CwM ON tL�1n01� BILL*0513
TAXPqYFR•s COPY
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000
0 • J� •
117 � �UU • UJ %�
t� • 33=
11� � 32:� • U��•;:
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REALTY TRAN3FER TAX June 2014
pennsylvan�a 2013 COIrIlrION LEVEL RATIO
DEPARTNFENT OP REYENUE �L ESTATE VALUATION FACTORS
The following real estate valuation factors are based on sales data
compiled by the State Tax Equalization Board in 2013 . These factors
are the mathematical reciprocals of the actual common level ratio
(CLR) . For Pennsylvania Realty Transfer Tax purposes, these factors
are applicable for documents accepted from July 1, 2014 to June 30,
2015, except as indicated belovr. The date of acceptance of a document
is rebuttably presumed to be its date of execution, that is, the date
specified in the body of the document as the date of the instrument
(61 Pa. Code � 91. 102) . '
CLR CLR CLR
COUNTY FACTOR COUNTY FACTOR COUNTY FACTOR
Adams .82 Elk 1. 96 Montour 1.22
Allegheny 1. 10 Erie 1.04 Northampton 2.84
Armstrong 2.38 Fayette 1.26 Northumberland 3.30
Beaver 3.41 Forest 4.78 Perry 1.03
Bedford 1. 05 Franklin 6. 90 Philadelphia (1) 1.00
Berks 1.31 Fulton 2.30 Pike 4.33
Blair 6. 99 Greene 1.26 Potter 2.75
Bradford 3. 13 Huntingdon 3. 64 Schuylkill 2.24
Bucks 9.26 Indiana 5.03 Snyder _ 5.85
Butler 8.77 Jefferson 2.07 Somerset ' 2.66
Cambria 3. 60 Juniata 4. 95 Sullivan 1.51
Cameron 2. 19 Lackawanna 4.72 Susquehanna 3.03
Carbon 2. 11 Lancaster 1.26 Tioga 1. 47
Centre 3.46 Lawrence 1. 11 Union 1.28
Chester 1.73 Lebanon . 93 Venango 1.09
Clarion 3.89 Lehigh . 97 Warren 2.46
Clearfield 6.85 Luzerne . 94 Washington 9. 17
Clinton 1. 11 Lycoming 1.33 Wayne 1. 17
Columbia 3. 61 McKean 1. 14 Westmoreland 5.18
Crawford 2.56 Mercer 3. 17 Wyoming 5. 43
Cumberland . 99 Mifflin 2. 10 York 1.14
Dauphin 1.35 Monroe 4.27
Delaware 1.47 Montgomery 1.74
(1) Adjusted by the State Tax Equalization Board (STEB) to reflect an assessment
base change effective January 1, 2014. •
factor.not.doc
Kelly Financial5ervices, Inc. Invoice
400 Bridge Street, Ste 4
New Cumberland, PA 17070 DATE INVOICE#
717.774.7536/717.774.4802 (fax) 8/12/2014 11408
EIN 23.2874776
BILL TO
Estate of Sara Albright
c/o Suzanne Klein
317 Chestnut Street
Mount Holly Springs, PA 17065
DESCRIPTION AMOUNT
Preparation of U S Individual Income Tax Return for tax year- 2013 250.00
PA Inheritance Tax Return 3,995.00
Preparation of U S Estate/Fiduciary Income Tax Return for tax year 2013.2014 375.00
Tota I $4,620.00
All outstanding invoices over 30 days are subject to a late charge of
1.75%per month or any part thereof.
—_—#
.� * .��
e�'Cter ways to bank.
CF�ecking,Ssvings,LoM�s QJST{OIIA�R I�T
1-877-768-2265 ssntaj�d�rb�+k.tom ...._._.._._._._._.......
UBt�e 12�13�i3 14:�y �e�.l�!' W�14 geQ- 23t!
pW��*t 0057
*�c�*4161 .
Tra�neaction Amoun�t: 535,606.42
Prior !'I�y C1o�aing Bal: �35,606.4�2 !
Current B+e[�.airrc�= �
p�yati,l8lble B81enCe: s35,bU6.42 `
I
� �`�S' i
�GO sr��v i �i - �, i
���� �2013 Sant+idv Bs+k� ,,
Bqppp! 1U�13 �