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HomeMy WebLinkAbout80-00452 . >l : ~ ., , r ! , ( I ~ , ( ~ .~ I ~ 'I f >- . ( ~ "~ . (-. ~ :i ~> ~ ~ . ~: . :- III .. N ~ ~ ':~ It.l ll:!I 0 - 00 0 I - N tat - ~ . fC!I 0, - Z ~ ~ . No, 21.80 45Z PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of JANE W. NIXON , deceased. MARY C. LEWIS To RielqarEl e. .!I.r;:,8€lfSSIA, Register of Wills for the County of Cumberland, in the Commonwealth at Pennsylvania, IS Petitianer(s) lIlre the execuLM---- named in the Lost Will and Testament of JANE W. NIXON _ doted June l5, 1979 Decedent was a citizen of the United States and a resident of x~~lihi4x Borough, Cumberland County, Commonwealth Camp Hill of Pennsylvania. Decedent died on Monday the 2nd. day of June A. D. 19~, in the County of Cumberland State of Pennsylvania at the age of 59 years. :nos !qlS1S he r Decedent has not been married and has not had children born to lhllW since the execution of the above described Will. Decedent was possessed of personal property to the value of $45,000.00 and of real estate to the value of None os near as con be ascertained; said real estate situated as follows oppJlf Therefore, yaur petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Doted June 16. 1980 , , Name and address of Petitioner(s) ."" 102 Ridgewood Drive Camp Hill, Pa. 17011 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND WILLIAH A. NIXON named in above application, being duly say(s) that the statements set forth in sworn according to low this petition are true to the best of his knowledge and belief, ..-' subscribed before f ~\ " 0 0, ,t,~.~ n ' \dA ~/ ('Jl;\.. ill~am A. Nixon \. Sworn to and :/)i~:~) A~t~~~~i::ter MARY C. LEWIS 1980 II' fL. "3 Attorney: Myers, Myers, Flower . , . . 3liast Will anb Qfe~btmeut OF JANE W. NIXON I, JANE W. NIXON, of the Borough of Camp Hill, Cumberland county, pennsylvania, declare this to be my Last Will and revoke any Will previously made by me. I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I bequeath my automobiles, household and personal effects and other tangible personalty of a like nature (not including cash or securities), together with any existing insurance thereon, to my husband, WILLIAM A. NIXON, provided he shall survive me. Should my husband, WILLIAM A. NIXON, predecease me, I bequeath such tangi- ble personalty and insurance thereon to my children, NANCY J. NIXON, WILLIAM A. NIXON, III and CYNTHIA N. HUDSON, to be divided among them by my Executor with due regard for their personal preferences in as nearly equal shares as practical. III. I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to my parents, DR. GERALD WATKINS and MILDRED F. WATKINS, or to the survivor of them. IV. I devise and bequeath the residue of my estate of every nature and wherever situate to my husband, WILLIAM A. NIXON, provided he shall survive me by sixty (60) days. Should my husband, WILLIAM A. NIXON, predecease me or die on or before the sixtieth (60th) \ . .. day following my death, I devise and bequeath the residue of my estate of every nature and wherever situate to my children, NANCY J. NIXON, WILLIAM A. NIXON, III and CYNTHIA N. HUDSON, if living on the sixty-first (61st) day following my death. Should any of my children, NANCY J. NIXON, WILLIAM A. NIXON, III or CYNTHIA N. HUDSON, not be then living, I devise and bequeath his or her share to his or her issue, per stirpes, living on the sixty-first (6lst) day following my death and in default of any such then-living issue such share shall be added to share or shares of my other children. V. Should any of my issue entitled to a share of my estate not have attained the age of twenty-five (25) years at the time of dis- tribution, I devise and bequeath the share of each such issue to COMMONWEALTH NATIONAL BANK, of Harrisburg, Pennsylvania, IN SEPARATE TRUST, to hold, manage, invest and reinvest the share so received and the accumulation of income thereon, and to use and apply the income and principal, or so much thereof as, in Trustee's discretion it may deem necessary or appropriate for such issue's support and education (including trade school and college education, both gradu- ate and undergraduate) without regard to his or her parents' ability to provide for such support or education, or to make payments for these purposes, without further responsibility, to such issue or to issue's parent or to any person taking care of such issue. Any principal or income not so applied shall be distributed to such issue absolutely when he or she attains the age of twenty-five (25) years. If he or she dies before attaining the age of twenty-five (25), the trust shall terminate and such share shall be distributed to his or her personal representative. VI. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid from my residuary estate as a part of the expense of the administration of my estate. - 2 - ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, JANE W. NIXON, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament1 that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. \ . i ,') j ////"'1"" _ '/0", . ,. l .' 'J,' / Jane W. Nixon i./ Sworn or affirmed to and acknowledged before me, by JANE W. NIXSON, the Testatrix, this IS .t.h day of OL~-<-- , 1979. ,) , <:',. '-- ~"'I.'\...~_ Y-1''-'~ Notary'-PJ.llJhc lIQW! fUILIC ClaIIId....IIJpIr.. Doc. 21, 1961 ~JllI. 1'a. C.mla<laod c;.,... 1 "n~ " , OATH OF SUBSCRIBING WITNESS COMMONWEALTH Oil PENNSYLVANIA I S8: CO~'ZOF CUMBEHLAND \ ::;::::~::::~;:=;;O::h:':~::=':;~":;'::;;::::':;:;:=::;~:~~:',::::::: in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. ...,..............."..,.,........,.........,..~".,..,'."",....,......,....,.",....,.,..,"""",...".,.,.,.""."."."..,...".",...",.,........,.,....,.... the subscribing witnesses to the ~gOing instrument of writing purporting to be the last Will and " "'" Testament of ...... ............... .., ".. .,....."..,..., ,.......... ..... .". ,. ....", ,. ,.. ,. ,.....',." ,...",.. Dated "... ..., ,....., ,........................ lateof........,............................................,............:=s......,..........,'...... Cumberland County Pa., deceased who being duly..........................,................ according to ll.~pose and say, that ........,......,..,....,................ present, and saw and heard the testa,..............................., ...~......,....,.........................,........,................ sign, seal, publish, pronounce and declare the said instrument ofwrit'ng as and for h................ Testament and Last Will, and at the time of so doing ........................,....,................... s of sound and disposing mind memory and understanding, to the best of ...............................,......,.......knowle , observation and belief. ............................................... and subscribed before ................................................................................. Richard E. Anderson, Register .................................................................................... ............................................................................. ... AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ............... .w.+.~H.+.1\~.. ,1\.....N ;JJ\QN....,.......................,........,.......................,............................................ being duly ..........~.wR.J;.n........................... says that as nearly as can be ascertained the said decedent .......................... ............... .O!.~.l? ..!:I.:...!:l.~~9!:l...,...,........ ,..,,, .... ...,., ........ ...........", ,... ,............. .... ,......' ........ ....., .......... .......,.. .died on .............MR1:l.~~Y...................... the ,....,...fXHl..,....,....,...., day of .........~.':1.:!~..,................................ A.D., 19..~.9., at or about ...............,............,..........,.. o'clock, ....M. ............~:-!~.r.!~...!:R................,.....and subscribed this ...................~~.t:~....,......,....... day of ....~~.~~......,.... 19,1!!L., before . .. (~'1" ..........(\........"'LL~hl.-.:l.":"..C.L:..~.. ...x,(.t!.v.\.. W~l1.iam A. Nixon I' I " ' , 12 ;. \, . ,. ~- '-/. .../ ..' i iii~i(~.t'0:1:,-~~:::~"'R~d\~t~;:':'(";:'/"""" ....., ,..... Mary c. Lewis " 1-1.s-J't REV449 (80781 .;{ / - 80 -1-5 d:L COMMONWEALTH OF PENNSYLV ANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS I~- ~~ RESIDE~T DECEDENT COUNTY OF 3JtM.ll.ERk~ND - IMPDRTA~T, -- .--." ._..~. --- This rellJrn must he completed In dc!Oil und fill'!! in dlll'lil':ltl', with al: iHladll'(t. with thl: n"F.i~l('r of Wi\I~ of the County where decedent rcsilled; Return is due wlIlIJlIllirll' 1lltllllh... "fl~'! duu' of death. unlcs!io all cxtcllhioll is grllnted hy the Scnclury of RC\lClIuc. (SCl'lioIl70J III thl'lnhc!ilaJII:c 111\1.1 Estillc '1'11.'\ '\l~l 01 19td.) IN TilE MATTER 01' Tllh EHATE OF } __--YA.m:-YL~.NJ~ON-_---------- (STATE FULL NAM~ OF DECEDENT) Lot. of __ _ CUMBERLAND Co"t, AFFIIlA \'1'1' OF hXFCI'TllR AIOllXRlXltlCD{1lC County of PENNS.YLYANlA-----} 55: CUMBERLAND WILLIAM A. NIXON Executor Stnte of _ r~MKr 01 the eslole of the above-named dccclI:lenl blllng duly sworn, nflpof.r. S --.--....----.--... .~."._.._----------,_._._-_.. and soy 5 Decedent died ,Tnnt:) ? (nAY) 11) Ie_laIc 1~....lnlJ u lasl will. ['OIlY of which i~ hO!u'llo attached. } iKOOK R. Duffie-L-lh'ers l..-l1yerE_,_Lt9j'[er & Johnson Box 125, Lemoyne, pa._l7043 IMONTHl Name and oddutll.S of attorney or } alher Q"tharlud reprflsentallve 10 whom 011 carro,pondonce should be mailed. ~n P. O. That os such Executor deponenl is familiar with the affairs of said estate and the propcrly coustituting I E x Eell Tor~~AOMINI ST R A TOR) the aSSt:IS thereof and their fair market value. Thai at Ihe time of death there was no safe deposit bu.\ registered in dccedl:lIl's Individual name, ur jointly with, or as agent or deputy of another, or in decedent's individual name. with right of access hy another as i.q;cllt or dcputy, with the exception of the following: - NA.ME AND ADDRESS OF 13ANK OR OTHER INSTITUTION IN WHICH DECEDENT RI::::NTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED I~~:.!E OR~~E~ OF r~EI.^TION5H'P OF JOINT HOLDE~S TO DECEDENT None =t== -1-. ......~t; That the contcnts of said safe deposit box or boxes arc itemizcd with the exception of the following, for the fea~ons hereinafter set furth: unucr Schedules of this return, fhat Schedule A attaehcd hercto and made part hereof sets forlh fl1l1y and in detail all the real property in the Commonwealth of Pennsylvania of which ckcedcnt died having ali inlcrcst thl:rcin. It also scts forth the mortgage encumbrances upon each parcel of real property at the dale of death, giving the ,1Il1ollnt still due at death, nllme of mortgagee, dale, rate of interest, and bouk ilnd page of record thereof. It alsu sets forth in the columns provided therefore the assessed valuation of each of said parcels, the eslimatcd market value thereof as of date of death of decedent. That Schedtrle B attached hereto and made part hereof se.:ts flHth fully and in detail all personal property wheresover situated owned by the decedent at lh~ lime of death; all moneys left hy th~ d~cedcnt at the time of death, whe,h(~r in decedent's imm~diate possession, standing to dl'n~Jt:rll's crl'dit in banks of deposit, savings banks, trust companh',s, or other in!ititutiolls, whelher indiviltually, or in trust for ,111\' other person or persons giving also separately the accrUl~d interest thereon. if any. down to Ihe las! interest day rrin\' to d.::ccdcnt's death in the case of savings banks, and 10 1he ,blt.: Ilf Jt'cL'dc;nt'~ death in all olbL'l" cases; all honds, postal savings, treasury certificatcs or noll'S and uthn {'vid.'lilT d :nl~cb:~~dllt'SS of I Ill: ;;nitl..'d St;lles '.0 the Je~ cedent; all obligations, whether by statull: or \li.~H~l'Il1-:11t lh.-,y :If(' lk..;i~:lI,llL'.d as [;1,1" f['n', of tllt United Statcs, or any state, or political subdivision thereof, or of any furl:ign cnuntry. which arc ownt.:d Ht the time.: of death; all wcaring apparel, jc"...c1ry, silvcrware, pictures, books. works of an. household furniture, hurscr., caniages, automobiles, buats, and any ,lnd all nlher personal chaltdl' of whats(ln~:r kinA ur nature, Idt by. decedent, together with the fairly e:.limaled market value thereuf; all honds :.llld fIlnr!~:agcs helrl hy decedent and of all claims duc amI owing decedent at the time of death. and all promissory noles or other instruments in writing for the payment of money of which decedent died possessed, of whalsoc\'cr nature. with interest lhercon. if any, giving the face value and estimated fair market value Ihereof, and if such estimated fair markct value be less than the facc value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate from life insurance policies l'arricd hy dcccllcnl; ;111 :Illnuity and endowment contr~lcts the proceeds of which were payable upon the death of the dCI..'cdcn:: all and the rorporate stocks and dividends due thereon and unpaid as of the date of dealh, bonds and ilC(;rut~J interest thereon to the date of decedent's death and other in\'(:stmcnt securities owned hy Ihe dccedent at the limt.' of dCi.lth, with Ihe markt:t \'alue there.. of at such time. " In the case of' securities of cl(lR~ or rUIHII,' "U!'!" r'll!I':I:i, ill'.' 'J!'J'll'~' rPflnrl~d lUl' us fnr liS posslblo sllbstnnttntt~11 h~' fln!llletlll Stlltl'I!1l!/lt~; lit' 1.11,' "('i'\\!.I"I~.jnll';. .;!Lo'....lll)!, thl! a';!;et..; l:nrllJnhllJLlns thereof us 0" Ulf.~ dnte of' dHUlh. 'fhe sclllJdllle nlso ",.ts :'"r'lh rl..! Jld,I~I't!:-'l of' df~el~dell\. Ill. the tlnle of' denth In /lilY cn-purt.nnrshtp or bllstnesR, fUHl In SIIPIHll'! of U:I' VII!ll(~ 01' ~;llell Itltpr(l~t l.h'~I'f! Is IIlHiPx,~d to SIlIl! scltIHtul+!, ('!unnel'l} slntp']llnnts showing till! rt~;:;t't..; "nd II!dlll 111,'-; 01' Sllld j'n-rr,\'Ulf'rshlp 01' hWitnC:iS. A eopy 1)1' tilt' cn-pltrtlll!rshlp /lgl'l~prnl'nt'l (If orlll. it .,t:!I",ll"Tlf .:... ~,IT'r' l'ol'l!l 1.111' llutllrp nl' tlu' H.l!,rl~Hmf.!llt) tog,ptlwr with It 5t1ltc~I'WTlt Sl!t,t.lng, fnrl.ll tile ell/lf'IU""!' \1: !~:,. lnJ~ l,"'s~, it., lOl~I\l.tOrl, IHld :-illeh othe'l' filets lH'rtlllnlll~ to tlH~ hllslnpss liS 11111Y Ill! pprt.lllf'JII. \Il I' rl,!:' !If,,1 jll~;' Ilppl'1l1sitl of' lit.~ .t+'I:,.t1nlll,'s illt.nrl'sl thel'elJl11l1lS1 hf~Sllhmlt.ll!tt. It ShOl1111ll1sn :wt rorlll id jl..~ml'l.",1 1'0 I'll;, I.ltm'l.luw wlLh tilt! t'1~lr 11lIlrk,~t VIlIIlC thert!ol', nil)! ot.h(ll' !lrnJlI~rty oWlwd or h'~q\ll~ntltl'd by 1.1'1 Iii ,.pd"1l1 "I 111I~ ,11Ill! o{' de/IUI. Tilt' Sc/1(>dulp C llt.tllCtll.'tl It;'I..~t.O I11Ill mild,' \Iltl'!. 1,1'1"'01' spl.s j'l)rt.tl ',I tr\ll.~ I\ns....{~r to I!nch inquIry cOTv.nined therein IUlfllllthf' C6S"0I1'1.l'l\lIsl'..r~ol'pl'nIH'rtr! r.,td IH' i't'I'<'()llttl, wtt.ltln t\\.o years of decedont's dtwth, In cont{>mplllt.tull ot' dl?CP!\PIlI'S d.!/Lt.h, 'II' 1Iltf~llIir'd ,'(J 1":(" I:rrl'f~t l1) J1r)s~esslol1 I1r ul1Joyment Ill, or after tlcnl.h, 5/11.cl schedule S(~t~ forth tllf~ IIHl.urp Hlllt \,,'\Jl1" of' ~~\lf'11 TIl'o!wrty, to whom t.rlUlsferred, the relationship of' the t.rtmgferees to the IIcclH1ent, thp pl'llpnrL1oIl11t.e ~lllll't~ l'['celv,~d hy 1~11Ch trllllSr..rCI! and all other f'ncts or It pertinent Illll.Hl'C rl~J.tIlt'dtll~~ ~;Illd t rlln~;!'en;, In Lhl~ ellS(: of transrers Intended to take eff'ect. in possession or 'm.lo~rl1l(!rll_ lit. ,,;' d'U~j r!(,:,~l~, ';1>.,.)." 1<; Ills!) IIt.Lllel:I'll Lt) the schedtlle II c')HY of' the rlel!d, trust Ilgrel?llIC'nL or other illsl,l.tJlllt~"t. erl'l!tln.l~ Lhp tr\lst, 'I'l'[>I'" is His/) set. Cort.h In sald schndllle II list. (If Illl ~H'OP(!I't.y, retll IlnfljWr";llllfll, \\i".h 11,:~ \'Illll"~ I'lhleh prl~.sl~S 111. dlHlcflellf.1s dCIit,h by virtue of the ('x(~rclse hy decedl?11t, elt.!lnr Indlvllilllll1~', <)1' !"Illtl:," ,,,'It.h HllUt.hl!r. or nny l1owc1' or ut'point- ment vested ill deCPrletlt., cJ ther Inrllvtdllllll~' or .lolnt.IYl 11Y t !;;, 1\"'1 II" d('~'d, or ilUlCl' insl.:-ument. of' 1\1Iol.hcl', with R copy of the l.lH;t.rlllllcnt. crcnt.lng such power 11Il.Itdll~d tll tllt~ sdll:dllle. Thul. Scheuull' D nttnclwd hereto Rnd tn/Uil' pllrt IWI'ell1' Sl'ts I'oit.h t1lf' IIllmeS Itnll IH\drcsses or (Ill persons henet'icillll,Y interest.ed 1n this estllll! lit 1.11(' tlra:~ 01' decedent' s Itt'ftth, the Illlture of t.helr res- pective interests, their relll.tionshJp, if' nll,V, to t.!IP fh'c.:deIlL. t.flgl!t.hl1r with UH~ Ill~es I1.t t.he time of decedent's rlenth of 1111 minors, IlnnultUIlt.S HlleI 11I'lIl~f'l.ellirt('S for life Ilwler dl?Cedent.1s Will. It also cont.alns n statement showing whIch of the hcncl'lcI1Jl'1ps 1l1ll1l(!11 111 till! Ileeellcntl s wUl, If any, died prior to decedent, the dates 01' I.hrdr dent.h, Uwl,' issue, /Il1lllhp rl~lltt.l(lnshlp lit' such issue to the bene('iciary. Thnt S,;I>eOIJIr? E utt.nched hereto llnd l1Inde a part. Itj~l'~of set.s forth 11.11 property, relll anti per- sonal, owned by th~ decedent jointly with nnother or of-hers, Im!l\Hl1.ng: IntI\1lr,1hle, Rtnnding 1n the 1ll11llC of the decertent fintI others, plus the date tlnct pll!ce of re('(':'(i or Instruments ('i'fe-cUn,:; t.he \'cstiture of ren] estate ftBII the date of ll.cqutsit.1on of pef'sonfllt.y~ plus t.he nurne, llrlflress tlnd relationship, if /\nYt of co-owners to the decedent... That Sc/1edlJle F attached heri.'t.o find made u part. hel'lw r sets forth fully and in detail ,'lll debt..s find deduct.ions claimed for nnd on hl~h6lf of' t.hls dc(~e,lent's e:,:t.li.te, incllldtnl~ rUllcrnl expenses paid; fllmily exeml1Uon, where llppl tcnblc; cost.s of IHlmlntstro,Lioil or t.hL; ('Slid,C'j eounsel fees nnd t'nelld.aryl s commissions paid or t.o he }l/\I<1; cost. nxpended j'nr hur Ir:l t l'USt.S, tOlnhst.OIlI~S or ~rtl"Cmllrl(ers, and reli- gious services, in consec11Jt?nce of t.he c!ellt.h 01' the dpt:t~dellt; d,'ht.s lilt.! \:11111115 owIng; liilrl lml,nld nt. time of death; tl1xes accrued chnrgcnhle for lH'rlod prtor to d\'("~(~,->Ilt' ~~ (:I'HUl (.;~;cel)t t.tIOSC nllowetl under Section 651 of' thn InhcritWlce lUHI Est-ute Tax A{:t:); t,o~;I~tilpl' will, II stidY/llI'nt. of' elllla1.er(ll pled};ed for oh11gn- tions, if any. It Is llgreefl Uwt t.he t'ldlleIHr~' will prp~;"'ljt Pl.()ftf of' snlrl cllllnll'tl nhll,;u.t.lons upon re- quest, that ir t.he nmo'lIlt. 11Ct.Ulllly (lllld tn sl~tI.II~1l1ent. nf' ~t~'Y fl.".', '~()l1Illltsslon or debt. Is less thlln the estimllted nmount clllll1ltng Ilnclnllowefl, thllt. !.lll: Slimp will Ill' r"portell to thl' Hpp;lst,r!r of WUls, and tllllt th~ amount 0[' tax assessell CUrt he rellsSPSSI'I\ III Iwt'()rll~ill'~(~ U11.'r........it!l. That the tntllls of' t.h..~ Ul1pl"ol'rtllte columns III Hdl\!dlJl('~ "A". "I'", ~C"\ nl:~, !Ull! "F" lIS dIrected thereIn, have he en cnrded forwllrtl nnd prop~rly I'('p;hl.p.rpll 11\ 1.1)1' ~lInunl\ry. /l~< .............."M'......."............ Subscribed and sworn to before me this .. day of . ~t -41'./,<"" 0' c- ._' J....-..~L- ,,,,,, , ~;~TAR";~U~U~ ... '. ?s 147 Camn>l8Jlon Expire, D~r,>19l31 LeUlOyue, Pa, Culllbo,bDd CcuJ>l') ..19h m ........, ..~~'.:.'~,:""""'-''''''''-,, ::rect'tJlr~~::r.,\.. J.am A. - Nixon Ri1~:~~~~;;,~~ve""m,,"-"-'''--' Camp Hill ,!?El!.1l1flylYi:ll1iCi170P, (City or Town and Sto.te) NOTE: U,'f'or(' sl~l1ln~ ltf'ftdllV1t. l1\11kf! sur/' 1111 hlallk: ;~,;"; ill 1\," ill'rjlli.vIt III,.-i schedules nnncxed lire fll1f~tl in with \tf!t.nlls ur UII~ v.nrd. :lriOIl"", .d,d ill 1~:;';I' t!:.. !,",~.l>lS IIWllldl> rurc lllld unllsted sf!ct1rltlf~s, sc(:ul'It.lI!S ot' close nr 1'1l.mlly t.~{JI'pOI'lltlltll:-; or 1111 lld.'rj'o.;t III IIIIY l'O-pltrtll1'rshlp or busIness, tllllt the nltl.li 11I111 st.llt...ments reqlllr.~(llllldl'r "tt~ 1"lr;q~I'aph nho\'I' r.'lattn,l~ to S('\tl',lule "B" lire Ilt.tnched. ,\1 so mnke certriln thllt collUnn #1 In the "SU/lIIiIl]'Y" blls llPI'1l JlrlJp,~r1y ('1l11i[11t>tl'll liS Ithove-dlrected. " '. '. . ~ REV-..&' (8-78' * COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTltUCTIONS: This SdlCdulc IlllIst disclose all tungihle allll intangihlc Jlcr~olllll properly owned individually hy the decedent, ut the lime of his dClIth. Properly owned by the decedent joililly wllh another Of others mllst he listed under Schedule liE". Intangihle personal pWIH'rly, litlcd ill the name of lhe tlcccdcl1l, hill payable III death to another or olhers, including but not limited 10 P.O.D. lJ.S. Savings Bonds Hud tentative truslllccounls, must hl.l listed, despite the rllet thut they lifC nolOI' the administered estate. Tangible persnnal properly shnult.l be listed first (c.g. jewelry, wearing UPPllfCl, huuschllhl goods, anll rurnishings, bonks, paintings, automobiles, hOllts, etc.) Intang.ible persnnul property, such as bonds, trensury certificlltcs, cash nil hand and in bank, stucks, mortgages, notes, together with accrued interest ur dividends, salaries or wages, instlrilnce pllYlIble tll the estate or fiduciary in suid cup"cily, partnership interests, interest in any undislrihurcd CSlillc of or jncfIllle fmm lIny pmflcrly held in trust under the will or agreement of another, even though located outside of the Slate, at the lime of death, :;hould be listed in this sdledule. Item !'!EM lINIT ESTIMATED DEPARTMENT No. List and tll'.scribe fully VALliE MARKET VALUATION VALliE (1)0 no I wri te in this spucc) 1. 1974 Ford Maverick Automobile 1,400.00 2. The Harris Savings Association Optional Passbook Account No. 4-83516 - Date of death value, plus interest - 3,512.82 Certificate of Deposit No. 4-15-802741 Date of Death value, plus interest - 10,003.95 certificate of DEposit No. 4-13-609192 Date of Death value, plus interest 10,493.92 3. Homestead Savings Association Savings Account - Date of Deach balance, plus interest - 19,036.94 Insert this total opposite "Persul1al Prnpcrty", Schedule UB'I in X X 44,447.63 If'lj If 'v'(. ~ 3 the "As Reported" column on the last page of this return. ~ ; ~EV.4i53IB.7a) COMMONWEALTH OF PENNSYLVAl>1A TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCIIEDUUi "I)" ilENEI'll' IAI(\I 'S - _.._--_.-.~---- --.. --_.--------- - - -.--...----------. - - ---.----.. T----- d r --- ._--..-' . BENEFICIARIES AND ADDRFSSFS RELATIO~SIIII' (SUllO-full names lInd addresses of nil who (If step-dtUdrcn or SURVIVI;.!) I)NII', I;-;TUtl,ST III' .. have 110 interest, vested, cOlltilll>cnt or other" illcgililllate chiltln'n IlECEIlI,NT ""L IlFNHIClAR \' wise, 'in cSlUtC) life invulved, set STATE YFS II!RTII__ IN I~STATE Coull this fUCl.) OR Nl) Dr. Gerald Watkins & Yes -l Adult ....- - Mildred F. Watkins Parents $5,000.00 specific 20 Far~een mad - ----- CaJW) Hill. Pa. 17011 Bequest William A. Nixon Husband Yes Adul t I t' Residue En J.re 102 Rid"ewood Drive (See Disclaimer of ,- Camp Hill. Pa. 17011 Interest attached) * -- -, *In Favor of: Nancv J. Nixon Dauahter 521? <:as~ Ijbtn'~~i" ~ - - - William A. Nixon III Son -- -- ~~:...~~~~.~~~, - - - cvnthia N. Hudson Daughter K. U.lf~ P. O. Box 605 Hollidaysburg, Pa. 16648 --- ---- --.- =-i=- ~r I _~~:E-_-_--- - - - --.' - -".---- ,-,.---.-.- ------------E==j- ----_.- -----'--- Deponent further says that ail the above-named beneficiaries are living at this time except below: NAME -- DATE OF DC:.;:I-------- RESIDENCE -=--- 1--. --- ----------.--..----.----------.---.----.--..------ ----.- -----.---- -- ------------ ----- .-- ~ E(/j~ ~ ot ~ ts.. It \II" = 'E ~ e ._ ~ ::I E- - _c.O - E U 10" 1-00;' S... IJ o ~ ~ U 0 ~ ~ e g, ;.'. '..l ~ " SUMMARY (1) (As Reported) -0- 44.447.63 -0- Renl Properly Persona I Properly Transfers (Seh. U AIJ) (Seh. "B") (Seh. He") $ ,$ $ $ $ $ ~J.4.!.I.....2.L-- Gross Taxable Estate ~ 0 f- 00 ~ Z '0 ~ ~ M N " " ~ .r:: "" UJ ~ L!l " :E ~ -M 0 0 "" :>- " :I: Ij r- UJ U II en " -' .-I 0 - c:l ~ <l: "' co ..: '" nl I " \l. nl 'tl :;;: ~ -M .-I Co 0 U ~ eo: ~ ~ N Co nl II. nl " ..: "UJ 4-1 .-I II. 0 :> -" UJ -"f- 0 ~ ~, <l: .-I .-I 0 f- f-..: Z OJ ~ "" ;>, :c c a Z c f- ~f- 0 .g, ~ c Z 00 om X u <l: _L!l ~ \l. UJ H ::l c- OON ~ lC 0 Z 0 u ~ I- ~.-I OJ 0 eo: -~ " ~ -5 0 OJ PI ~ . 0 ;>,X '" \l.I ~ ~ -;; II. :;: 0 - ~ f- w ~ u I:Q OJ '" f- ~ ~ eo: ~ 0 ~ '" ot ~ c -'5 :E ~ 0 i:' 0 00 .;>, ~ c E ~ 00 :-=""0 Ij 0 E OJ IS ::=< c 0 0 ;>, . OJ oJ U u :;:PlH ,I . (2) (As Ilclcrmioed) $ $ $ $ $- $ ~ ~ ~ ~ ~ < Z iJ.l ~ III 0 :>- H . '" '" iJ.l Z .-l ~ '" .-l Vl . .... H ;:l ~ :>: I< ,.;l Q) J<l ~ 1 >( ~ - '" H '" U Z .., <.J <.J H !Xl M - 0 '"' - '"' ~ 0 ci ~ ~ ~ I-< 0 Vl 0 Z ci Vl iJ.l Vl ~ I-< ci - ~ z Z II-< iJ.l Z ... ci ~ ci ~ ~ ~ iJ.l iJ.l ... Z Z 0 u " Z - ~ Vl ~ 8 0 >( - ~ iJ.l 0 "" ,.;l COMMONWEALTH 01' PENNSYLVANIA I COUNTY 01' CUMBERLAND J 55: ,_____ _____WILLIAM,A-.--NIXON ___ __- _______ ---,---------- u__-- ---'- ----- being duly ___swoJ;1L.- ____,____ according to law, deposes and says that he_____i:LEx~.P-uj;;Q-r-- ,-- ____________ ______ ____._____ ___,__ of the Estate of __J.<!D~w..J1i~on----_--- late of Borouqh of Camp Hill , Cumberland County, Pa., deceased and that the within is an inventory made by _,__ ____,h~m-_, _,_-_ _ --- - ---,-----, the said Execut~_ o/the entire estate of said decedent, consisting of all the personal prop.,ty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death, \ ~w{Jrn to \~ ft;-/Y...k~ I 1- ......0, :.. tlot~Y PUB~':-"'<S ldv Corllm1'''''' uplEO' Doc. 21, 198L LelllOY"e, Po. Cuml>odOlld eounlf ~ William ~02.Jhdgew.o.Q-d Dr i ve Camp _Hill, Pennsylvania 17011 Addrou Date of Death 2nd. D.y June Month 1980 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. SJ '" ~ 10: <l' 0 0 III r-- 10: ~ \'1') .<:: 0 ,; Icl III >- P< ~ w 0 '(j u ~ ell !;( ~ N ~ w 0 . IJ1 Q. l- ll-! u 0 ~ Q) <l' 0 0 III 0 0 Q) ..10: w w 0 '" I J: '" Z ~ ~ 0 ~ 0 ..... Q. LL 0 .<:: ~ Q. o EO Z I- .J '" LL .J ji 0 XI Q. ~ 0 = I I w 0 < HI ::l >. ~:l: Q) ~ > z '" ~I 0 + <H N Z 0 0 ~ c I 0 0 . ci II III Z :;:, III (} IJ1 '" Z w < ~I ... N Q. ." ~ C ~ ~ ~ X \ <1:: -;: Icl, 0 0 0 .J> .,,' -" III III .1! E .!! 0 ~ . 1 ~ 0 0 Q) 0 ..J U u: '" ~ . P< OFFICE OF THE REGISTER OF WI~~S ,2/-$0-/-6 ~ STATEMENT OF DEBTS AND DEDUCTIONS OEDUCTIOtlS A~~OWED IN REV.4e~ (8"76J OF "nMp.~lH,n.l\In COUNTY ANO AGENT OF THE COMMONWEALTH ESTATE OF JANE W. NIXON ~ATE OF Borough of Camp Hill DATE OF FI~ING APPRAISEMENT /,.J-~:{!-)!i DATE OF DEATH June 2, 1980 OATE NO. OF NAME OF PAYEE RElAARKS AMOUNT VOUCHER - 7/7/80 1 Register of wills Letters & short Certificates 51 00 , Home - 6/16/80 2 Edwi.n A. Ju1~us Funeral To'l1nera1 Expe 1l!'lS!s 959 08 8/19/80 3 The Patriot-Evening News Advertising Letters 25 98 .' -' 8/22/80 4 cumberland Law Journal Advertising Letters 18 00 5 William A. Nixon Familv Exemption 2,000 00 6 Ho1v Spirit Hospital Decedent's Account 5,950 95 Camp Hill presbyterian Minister, Organist & 7 Church custodian 50 00 8 1~C?11_~J2~ri~ ~~~pital Decedent's Account 153 00 ss c~ates 9 Cowlev Associates Decedent's Account 614 00 10 Register of Will s File Inventory, Debts & Deductions & RCC Forms 9 00 11 Notary Fees All documents 4 50 12 Myers, Myers, Flower & Joh hson Attorney Fee 2,220 00 13 Reserve for close-out cost; 50 00 . - TOTAL 12,105 51 - - . - - --- ----..- -' - .d' 1-. -- - -. -- +---.-'- u . . - COMMONWEA~TH OP PENNSY~VAN1A I , SS: COUNTY OF J:.11MB.EEJ"bND I I, -.mL);'.1AM_}\~NIXON _____ HEREBY CERTIFY, THAT TO THE BEST OF . MY KNDW~EDGE AND ~ELlEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERA~ EXPENSES AND EXPENSES OF ADMINISTR.HION SUBMITTED TO THE ESTATE OF ~ANE W. NIXON DEC,EASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES'~~' ., 7L ~ . \N.J::~l{ (~.s.) SWORN AN~;UBSCRIBED BEFORE ME THIS /"" DAY OF -r:J!:!'~/."; 19 .Fe, ...:. ;';,"T~y PUB~~~ - W, CammldOll up"os Doc. 21,1981 """,oJII', Pl>. CutIllx"loncl Cqual'/ COMMONWF.ALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' /1- 0 /) :... ' '/.,A,l~. () ft /l{ :/):I::.-4-7l'7?U&; (~-;-!,- Appraised Value of Estate: Roal Estato FILE NO, ( / ';1 /J:"() ..J_il (I/_i;, 1/1....t,.I.:;;...((/., j ; ,_ ,I i /iJICJ I.~) /,//.;p"L) ;/ .'/ ')' ,/.r~; {/ ('x/ ,#,) ..,l ::J<.7.. //(/ . // / /; l./ (..."/,/ #IAf d./7!~ COUNTY FILE NO: ,,', ", ,1/' ,J ~./~ DATE ESTATE TO: /( // . COUNTY /'/.1//,) DATE OF DEATH \ )/<>/II./;! /150 // ' II'/ Personal Property S +.i// -1~/'/ Ir 3 J Jointly Held PropertylTransfers + Total Gross Estate s .!/'/;' ijlj/ d:.3 , Claar Voluo of Estato )1- -/ _; .!y ~i .!./ ; s 3; 3id ;:;< { Total Appro.ad Doductions --.---- Less: Approved Charitable Exemptions sjj .3 Lj..J /;; Clear Value of Estate Subject to Tax Amount Taxablo @ 6% Rato -< ' ",././,0, ;',./) $ .... : 0.> 'I ~~ _ 4- / tax due s / ffl/J. 5;:< r Amount Toxablo @ 15% Rata tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE s / <} Lj'cJ, !;;-.;;< / ... * * * ... * A five percent discount totaling G will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT t.I . ')1.- <;>,) / '~,,^..:J -{,J U AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ FN/J, ";-7 + $ $ = s J!-'/o .!J-:3 / + = + = -- Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is 0' 'I" ~-l, , ." n/}, I . . "_~-;) ,;r? /0 ~ ~"'._.I':/'''~ BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE / ./ '/' (I Assessod by: / I ,L<( './ See lnlormalion on Rellerse Side Agent fonhe ComttlQn,^,,,,lth C.' ,(/' ~ I /) ".:.:.,f{ L..,;....-(..teA..... II v .....f" { /I/:I-f./,~(J / INFORMATION To insure proper credit to your Dccount, tho name of the OSUltu and tile numbor should be clearly print. ed on the check or money order. This assessment is made in accordanco with Section 708 of tho Inheritance and Estate Tax Act of 1961172 P,S, ~ 2485.708), To the extent that inheritance tax is paid within three (3) months after the death of the decedent. a discount of five (5) percent is allowed (72 P,S, ~ 2485.716), Inheritance Tax, other than tax on a future interest. is due at the date 01 the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. fi 2485- 711), Inheritance Tax on B future interest is payable within three (3) months after the transfer tokes effect in possession and enjoyment and is delinquent thereafter (72 P.S. 9 2485- 712), Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest lable: --------------------- ---------- --- ---- - -------- - - --- - --- ------- - -- -- - - - -- -- , month ,005 4 months ,020 7 months ,035 , 0 months ,050 2 months ,010 5 months ,025 8 months ,040 " months ,055 3 months ,015 6 months ,030 9 months ,045 '2 months ,060 1 days ,00017 11 days ,00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 days ,00051 13 days ,00220 23 days ,00386 4 days .00068 14 days ,00237 24 days ,00403 5 days ,00085 15 days ,00250 25 days ,00420" 6 days .00101 1 e days ,00267 26 days ,00437 7 days ,00118 17 days ,00284 27 days ,00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days ,00152 19 days ,00318 29 days ,00488 10 days ,00169 20 days ,00335 30 days ,00500 -- ------------------- --------- --- ----- --- -- - ------- - - - - --------- ------ Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (601 days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P,S, ~ 2485.1001), Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: INSTRUCTIONS To insure proper credit 10 your occount, tho nomo of Iho estole and lilo numbor should be clearly prinled on the chock or money ardor. This dolorrnirlolion and ossessment is mode in accordance wilh Section 421 and Seclion 732 of the Inheritance and Estolo Tax Acl of 1961, 72 P.S. 2485-421, 732. The eslole tax imposod by Seclion 421 is due 01 Ihe dole of Iho decedenl's death but sholl not bocome delinquenl untillho expirolion of eighlccn (18) monlhs after decedenl's deolh provided Ihot any oslolo tax occasioned by 0 final change in the Federal return or of tho tax due thereon sholl nol become delinquent untillhe expiration of one (1) month alter the person liable to poy Ihe lox receives final notice of the increase. Calculate interest from the delinquent dole shown on Ihe face of this form to the dote of pay men I using the following interest lob'e: ---------------------------------------------------------------------------------- 11l1Onth .005 4 month s .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 day .00017 11 days .00186 21 days .00352 2 doys .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 day s .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 day s .00437 7 days .00118 17 day s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 d01'S .00318 'l9 days .00488 10 days .00169 20 days .00335 30 days .00500 .---------------------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personol representotive, not satisfied with the ossessment may object thereto within sixty (60) days after receipt of this notice os provided by Section 1001 of the Inheritonce ond Estate Tax Act 011961 (72 P.S. ~ 2485-1001) Moke check or money order poyoble to: "Register 01 Wills, Agent" Moil to the oddress listed below: ~~lJ l\UUL~l\JUll.tiw U1J\1.!f UU~'t.!.!.A1 'tJ Internal Revenue Service MAil 1 ~ 1981 LETTEI<S 626lCl 627CC) '. ,> P,O, BOX, 331.. BENSALEM, PA 19020 SOCIAL SECURITY NO, 088-18-0503 ACCEPTANCE OF ESTATE TAX RETURN lNOT A BILL FOR TAX DUEl WILLIAM A NIXON JANE W NIXON ESTATE 102 RIDGEWOOD DR CAMP HILL PA 17011 DATE OF OEATH JUNE 2, 1980 PERSON TO coNTACT 1. JENKINS TELEPHONE NUMBER 215-597-1622 (no~ ~oll freel Dear T"xpayer: Our compu~a~lon of ~he Federal tax I~ ~hown a~ ~he bo~~om of ~hl~ le~~er, In~ere~~ ~ha~ may be charged, Ilablll~y for ~he above e~.a~e It does no~ Include any If you have made a reque~~ for discharge of personal Ilablll~y under Sec~lon 2204 of the In~ernal Revenue Code, proof of reque~~ and ,paymen~ of tax will discharge you from pcrsonal liability for the taX and any deficiency which may later be found due. This le~~er ~nd proof of payment, such 8S cancelled checks or receipts, will e~tabllsh that your per~onal liability for the tax ha~ been ~ettled, This letter I~ evidence tha~ the Federal tax return for the e~tate ha~ either been accepted a~ filed or has been accepted after an adJu~tment to which you have agreed, You should kecp thl~ letter a~ a permanent record. Your attorney may need It to clo~e probate proceedings for' ~he e~ta~e. Thl~ Is not a formal closing "greement under Section 7121 of the Internel Revenue Code. We wi 1\ not reopen this case, however, unless Revenue Procedure 74-5 applies. Sincerely your~, Ct') t/k~\\^- c. '" \ '" 1\ ; ~ I ' C " . \ l' \ ~:-, \ J' V'-,..... , \. Director, Service Cen~er Tentat I ve .ta'K................. Less: Aggregate gift taxcs payable.. (for gifts made af~er 12-31-76) Un I fled cred It. , . , , , . . . . . , , , , . , , , . . , , , . , , Credit for Sta'tc dea~h taxes...",.,."" Credit for Federal gift taxes".."""., Credit for foreign dea~h taxcs" Credl~ for tax on prior ~ransfers........ To~al subtractions.."" .....,. Net estate tax"...,..".....""." , , . , . . . , . . . . , , , . , $22,253,36 , . $,00 ,$42,500.00 . ,$,00 , , . . . . ,5,00 , . $.00 ,$,00 , .542,500,00 "".",$,00