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No, 21-80 262
PETITION FOR PROBATE OF WILL AND LEnERS TESTAMENTARY
in the Estate of
Lottie M, Nelson
, deceased.
To Harold n. /o',cLanc, Deputy , Register of Wills for the County
of Cumberland, in the Commonwealth of Pennsylvania.
is
Petitioner(s) are the execut "1'9 named in the Last Will and
Testament of Lottie H. !lel~,lon dated July 30. 1.9'1,6
Decedent was a citizen of the United States and a resident of
T o"XO~b.!P.
Hampden IU~;< Cumberland County, Commonwealth
of Pennsylvania,
Decedent died on Tuesday
A. D, 19~, in the County of
the
1st
day of
April
Cumberland
, State of
Pennsylvania at the age of 86 years,
:!lcis1 bos her
Decedent has not been married and has not had children born to :him:
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
und er 2 5.000. and of real estate to the value of
Hone
as near as can be ascertained; said real
estate situated as follows
apply
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon,
Dated
April 8, 1980
Name and address
of Petitione r(s)
y C'}J tll..-.~ c-).,(, 0{'~
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COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
William H. Nelson
named in above application, being duly
say(s) that the statements set forth in
9;10rn according to law
this petition are true to the
best of his knowledge and belief.
sworn and subscribed before j~ ,J1-..- ~. ~ l()~
me, Apr i 1 8 19 80 :11..(-1. (/,.. 6:/(1; Ju.zi;' .
i:-Itti (( J I;?'. '701" ;2,...../ Deputy ?1:j,?Pd-4--t~
, p.,,,.J -",/J> (eel" Register l)?fdtJ)/l{/~;.JA^ /
;!4--
Filed:
o:u-h -..;( ~ 'l--
April 16,
1980
Attorney:
Rhondn) .Sinon d!
<{-Ie, /,-'0111;:(( st--
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Hendershot
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LAST WILL AND TEST AMENT
OF
LOTTIE M. NELSON
I, LOTTIE M. NELSON, of Harrisburg, Dauphin County,
Pennsylvania, being of sound and disposing mind and memory, do make,
publish and declare this my Last Will and Testament, hereby revoking all
Wills and Docicils by me at any time made.
ITEM I:
I direct that all inheritance and estate taxes becoming
due by reason of my death, whether such taxes may be payable by my Estate
or by any recipient of any property, shall be paid by my Executor(s) out of
the property passing under ITEM V of this Will, as an expense and cost of
administration of my Estate. My Executor(s) shall have no duty or obligation
to obtain reimbursement for any such tax paid by my Executor(s) even
though on proceeds of insurance or other property not passing under this Will.
ITEM II: I hereby exercise all powers of appointment vb ich
I may have at the time of my death in favor of my Executor(s), and all
property subject to all such powers of appointment shall be included in my
Estate and be governed by the provisions of this Will.
ITEM Ill: If I die before my husband, WILLIAM H. NELSCN, I
hereby give and bequeath to him, absolutely and in fee simple, all of my
automobiles, trailers, boats, household furniture and furnishings, books, pictures,
jewelry, silverware, wearing apparel and all other like articles of household or
personal use or adornment, together with all policies of insurance thereon;
Page 1 of 5 pages.
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA 1 ss:
COUNTY OF CUMBERLAND r
This ......................?.~!!................................................. day of ........!.'.P..l:;~.+................................................ A, D., 19...~l.~,
before me ...........~.~~.?~.~...~.:...~.~::.~~~.~....J?:~~.u.~X............................................., Register for the Probate of Wills
and granting letters of Administration in and for said CDunty of Cumberland, in the Commonwealth of Pennsylvania,
personall? &m'e1.~...!c.:. ..}I(.? T..;: ~.~.?!:. ..~:.!1~. ...~!'.~ :}... .!!.:.. I.111?'~ <1. .s............................... ............. ....................... .................
..................................................................................................................................................................................................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of
.....~~.~.~.~.~....!'!.:....~.~.+..~.I?E........................................................................................ Dated .~.~;!.L)9.L}.n.i:..............
late of ...............................li~.l)!J.l.~.'?l).......................................................................... Cumberland County, Pa" deceased
who being duly .................~.:!.?:r:.~..................... according to law, depose and say, that ...................~!~.~;(......................
present, and saw and heard the testat.r.lx..........................., ............J,Q.tj;J.f}...H.,..)!.~J;;.Q)).........................................
sign, seal, publish, pronouace and declare the said instrument of writing as and for h!.~C........... Testament and
Last Will, and at the time of so doing ................!!.\!~........................................... was of sound and disposiag mind,
memory and understanding, to the best of ....................~!:.~.~.T............................... knowledge, observation and belief,
J..! .,;; ~ /' Deputy
............F!/:V.?'f.;.'='p?~.....I.~""9.. 'if" '1.1.'?,!...i:,,~~,:;:' Register,
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sworn .
...................................................... and subscnbed before
............................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I
r RS:
COUNTY OF CUMBERLAND I
William H. Nelson '
.......................... ............. ......................... ......... ............ .................... ............. ............ .......... ........ ...... ....... .......... .... belllg duly
.................................................. says that as nearly as can be ascertained the said decedent ............................................
.................. .......~.~.t.~.~.~....I~.: ..J.l.~;!-..~.o.~............. ............. ............... ........ ..... ........ .... ...... ....... ................... ..... .......... died on
..1'.\!.~.~.~~.y................. the ..........].~.~..................... day of ....:\l'.;:.i.1................................................. A, D 1980
...... '1 ........J
......~.~"....81:~..0C!!~..........
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENN5YLVANIA~
55:
COUNTY OF CUMBERLAND
Before me, the Register for the probate of Wills and granting of Letters Df Administration in and for the
William L. Hicks, GeorGe A. Smith, Dauphin Deposit
Bank and Trust Company
County of Cumberland, personally came .............................................................................................................................
who, being duly ....~.~.o.!:.~.............., do ............ depose and say that as ...!';;j:.~.9.1!.t:g.r..9.................................................
of the last Will and Testament of ..........L.o..~~.~.~....I.~.:.JI.~~.7..?~.................................................................... deceased
..............~.h.~.1................... will well and truly administer the goods and chattels, rights and credits of said deceased
according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances,
....................~.I?~.~~....~........................... A. D" 19..?9...
R~t:.at~.!{"'...~!~~r;~....!..~:V~:......
P~.IJ,!-Y!fP J;J/fI,r5f <W)1~,'j-hl(t;; A
cI111.f,1u:J-'A ~4;111;r-l/l77tlclfP).v
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............7.~<?F.,~....... and subscribed
before me.
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DECREE
Be it remembered that on the .........~~.~~....... day of .....................!2P..F..~.~........................, A, D" 19~.~..., there
. 1,ot tie ~j. Ne lson
was probated and recorded the last Will and Testament of ............................................................................................,
Hampden Township .
late of ............................................................................................, Cumberland County, Pennsylvama, Deceased, Letters
............................?;.~.~.~.~~~.~1;.~.r.X...... were granted to ...~.a.~.l?!:.~.~...S~,p.,'?7..~~,...~~.!:~...~...~:.J?~;.;.~..S.~.:..............
loJl.ll1am H. Nelson, . '
Geor~e A. smith and
Witness In)' hand and official seal the day and year aforesaid, 1.1i 111am L. nicks
.............;I.t.i..;L!:..1'..d-!.'..:;.::j)N:1:;:.,.~...::....?~.p..'::~,Y.
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COMMONWEALTH OF PENNSYLVAtIIA
DEPARTMENT OF REVENUE
~UREAU OF COUNTY COLLECTIONS
APPLICATION fOR CHARITABLE EXEMPTION
fROM PENNSYLVANIA TRANSFEIlINHERITANCE TAX
(Acl of May 28,1956, P,l, 1757, (llIJ Act of Junl'l IS, 1961,
P.L. 373, a~ UIlll'iIlUIl(1)
r~'
r~~~
RCC.J (1-1,71
--=-
-
Application is hereby filed for the approval of on exemption from Pcnn!iylvoniu Tron!iIN Inhoritonc~ Tux on tho transfer of
the property described below:
1. Estote 01
Lottie M. Nelson
.____. oL_~~mb=rland
County
2, County File 21-80-262.._____3. Bureou File ,,____......__..___4, Dote 01 Deolh April 1, 1980
5. The Commonwealth's appraised value of the property for which on excmption is claimed is $ -L 000'# 00
(Hate: Where the property is other than 0 specified amount of cosh, the exemption cannot be approved until tho value of
the praperty has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift
or bequest represents a stated fractional or percentage portion of the entire estate or the entire residua. In those caus
enter such fractional or percentage amount above),
6. Check the manner in which the transfer was effected and submit a copy of tho document authari%in9 the transfer, unless
s1Jch material has been previously filed,
WILL '8;
DEED 0;
TRUST INDENTURE !~';
SURVIVORSHIP 0;
OTH ER 0;
(If other, exploin)
-,_._---~.------_.._~.__._-~-_.._-
7. Correct Business Name and Address of Charitable Organi:tation receiving prop'i!rly:
NAME
First United Prelilly:ter.ian C:;hu>:9.!U~fSt.l'l-_,::tLFloricl!'_..
ADDRESS
Stuart. Florida
.._-~.,~._--_._._-_..__. ..-.----..
8. I certify that the information contained herein is, to the best of my knowledge and belief, trlle and correct.
Signature of Applicant
~&.-~-_.
....
Address 01 Applicont ___'--'6.1_Q/.._<J?~ <Stf~_...j,~
Officiol Title _C.9.=k.,,:eC;.1!l9J.:"_.,.--,....."''''.._----'''---' DOle_~ 2.S') I t::t go }
This form musl be completed in triplicote ond all three copies deli....r.red to the: Register of Wills for thl! County in which the decodent
resided, or In which lotters were issued for Q non.fl~sidenl decedent's estate. If tile dC:Ct~d'!'lt WtlS a non.r~sident of Pennsyl....ania and
letters were not Issued by 0 Pennsylvonia Register of Wills, deli....er C1111htce copies 10 the Oiwctor, Bureau fJf County Collections,
Penna. Deportment of Revenue, 26 S. 4th Street, Harrisburg, Pu.
Do not write below. this line J:~~.Offjcial Use Only
Approved: For the Secretary of Rovenue
Referred to B'urcl.lu Headquarters
Approved 0
For Secretary of Revenue
~
Denied" 0
(lnitiols 01 Register of Vlills)
(Authorited Signoture)
_.._,-_._----~-----
~ JCounty)
. -/}. ,;? )1X/
,/ , .
(Dote 01 Approvo!)
(County)
(Title)
(Date uf Refer/ol)
(Dote 01 Action)
~ See reverse side for reasons
COMMONWEALTH OF PENNSYLVANIA
. COUNTY OF Ctlt:nilll=AffiJ ""~tS''':'-'
William H. Nelson
55:
. - .--...... ......'-- -. ..-..-........-.-- ----.._- -------..- ......-..-.-.
_.._._ .0" ._...__...._.. .-.---'"
lat" of .""H.a.m.pd.en 'rownship. C I I let p d d d tl t th
. ".. ......., um ,er iln< OUl' y, a" oceil,e on 1/, ·
within is "n inventory m",j" by. \'I.iU.i.alU.IJ...Nel".ii!(1).., ...--- ,.. .......-..., the s.id.._9_C):.?_~.eE.9:t:2~.-
of tho entiro estate of snid decedent, consisting of ill! the pcr~ontll prO(hlrty ,'wd rec..l osti.ltt:', except relll nstalc ouhiJc
tho Commollwc13lth of PCflnsylvl1nil1, i1nd t:ltlt the figurfls OpP05itu c{1ch Horn of thlJ Invt'ntory rcnrcscnt it's F.,ir value
t1S of tho d,'~1) (')f d/~CIl(~('ntt5 d(!,",th. '
.. "ccording to Icw, deposes ""d '''y' th.,t he .. }~._.gg.:E.x.EOl.c.l!.1:S'.r_ ..... ..,.....
...... __..." of the Est,"o of .......J..Q1:;j;i!LI1....J!;lSl.J"iil,Qn-.--... ..-...-....-...
being dilly .._' .~.wor.ll. ..
S&.~~____ and 5ubscrjb~!d beforo I1H:,
~ -vn/~
.... ..G:u.. ......-.- ....._-'.!~'::~-'----.'-'
Eyoeutor . Adminhtrlllot
c:~._..- \ 19 CL ('
~.~ ~-~~---- .-_..-
..._..._~_.__. .____. ._._...u...________._.4...n.___~._._..
NOTARY PURLlG, 11",lsburg, D,uphin Co" Pa.
My Commiss:on Expir()s MJY 17, 1981
..._- _._-_._~---_._~._._---_.-
AddrDU
Octo 01 'Death
______.__....__..___~_____._ ___.___~.._.____._4_~_._
D,y
Month
Yur
INSTRUCTIONS
I. An inventory must be filed within three months alter eppoinlment 01 personal represent.live,
2. A supplement inventory must be filed within thirty days 01 di5covery ol.ddition,1 assets,
3, Additional slleets may be attilched as to personally or realty
4, See Article IV, Fiduciaries Act 011949.
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PERSONAL PROPERTY _ Un all tllngiblo flnd intDngibh: personol propurtV owned inclividulllly by tho doce.
dant at the time 01 death.
Estimated
Market Value
Department Veluatlon
(Official Use Only)
Cash
$5,000.00
Clothing
250.00
Costume jewelry
25.00
Total
JOINTL Y.OWNED PROPERTY -:- Ust 011 real and parsonal properlY owned by tho decedent with anotherls}
as joint tenants with right of survivorship.
$5,275.00
Estimated
Market Value
See attached Addendum
Total
$201,803.45 - 0-
TRANSFERS _ Ust all real and personal property transferred within two years of death.
Estimated Department Valuation
Market Value (Official Use Only)
3/80 June Smith (daughter) _ diamond ring $ 1,000.00
app. 1/79 Mary Rine (daughter) - diamond ring 1,200.00
app. 1/79 _ Virginia Nelson (daughter) - diamond ring 800.00
Total $ 3,000.00
List all safe deposit boxes registered in the decedent's individual name, or iointly ~'~ith, or as an agent or deputy of another, or in decedent's individual
name with right of access by another as agent or deputY. Include the name and address of the bank or other institution where the safe deposit box is located,
the 'name(s) in which the box is registered and the relationship of the joint holders to the decedent.
Name and Address of Bank or Other Institution
In Which Decedent Maintained a Safe Deposit Box
Name or Namos In Which
Safe Deposit Bol(. Is Registered
Relationship of Joint
Holders to Decedent
NONE
NOTE: YDU may ol(.pedite the processing of this return by filing with it and as 8 part of the return, letters from financial institutions or mortgage holders,
~rtifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a re~ponsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in tho decedent's account at the datil of death and the type of account,
~count nu!"ber and the exact name or names in which the account is registered.
.'... ;
DEBTS AND DEDUCTIONS
Date
Name of Payeo
Nature of Debt
Amount
See BelO\~,
Funeral oxponsos paid $ 3 , 710 . 93
None
Fnmilv oxomption (will not be allowed unless docedont died
residing with 0 poront, spouso or chlldren.l -0-
See Below
Administration El<ponses 86 . 39
Rhoads, Sinon & Hendershot
Counsel Feos
Reserved
1,000.00
See Below
Fiduciary Commission
1,000.00
(Other Debts and Claimsl
4/2/80 Harrisburg Cemetery Assoc
tion
Schindler's Restaurant
W. Orville Kimmel Funeral
Home
o Market Square Church
Funeral Expense
Lunch
$ 488.00
175.00
2,925.78
122.15
$ 3,710.93
30.00
Burial lot
Food
Total Funeral Expenses
4/16/ 0 Register of Wills
Reserved for payment of he
Following:
Carlisle Evening Senti e1
cumberland Law Journal
Probate of Will
6/24/ 0 George A. Smith
6/24/ 0 william L. Hicks
Estate Advertisement
Estate Advertisemeilt
Total Administration Expense $
Co-Executor Fee
38.39
18.00
86.39
500.00
Co-Executor Fee
500.00
$1,000.00
Total
$!),797.32
Under p~nalties of perjury. I declare that I have examined this return, and to the best of my knowledge and belief, it is true, correct and complete.
q,.,') ...)J.., M~
Signature 01 FidUCiary lJ l tt 'It
~..:l '11~R'f)
Date
I do hereby certHy that I have appraised the assets contained herein in conformity with Pennsylvaniolaw.
> )
~ Ib,w'u )if'ft'b,'(/}
w Appraiser .
3 In the event that any future interest in this estate is transferred in posscs5ion or cnjoyment to coll:llcra\ heirs of the decedent after the e)(,piration of mw
.... estate for life or lor years, the Commonwealth herebY c)(,prcssly reserves thu right to appraise and assess transfer inheritance to)(,cs at the lawful collatcral
ct rac on any such future interest.
U
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S
12121/A'()
DatI
Debts llnd deductions arc allowed in the sum of S
'')111 32.
)
at
k
percent.
,
,~
/-/3.8/
Date
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
(State full names Dnd addrossu5 of all who !lava an intorllst
cithor v05tod, contingent or othcr intorost)
RELATIDNSHIF
TO DECEDENT
SURVIVED
DECEDENT
STATE YES
OR NO
AGE OF LIFE
TENANTS OR
ANNUITANTS
AT DEATH OF
DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
See ~ttached Addepdum
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INFORMATION
PLACE FOR !=ILlNG __ The return is to be filed in duplicate with the Register of Wills of the county wherein thp. decedent resided.
T1ME,F<;>~,FI L1~G,-- The return is due nine months after the uccedent's death. unloss an extension for filing has been applied for and granted
by the Secretary of Revenue within the nine.month period.
FAILURE TO FILE RETURN _ Section 791 of tile 1961 Statute provides that ". . . any person who willfully fails 10 tile a return or
other report required of him. . , shall be personally liable. . . to (I penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Depilrtmcnt of Revenue as debts of like amount are recoverable by law,"
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