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HomeMy WebLinkAbout80-00620 ,.:;~~~.t: ::~">" ,",;,: li:r' '~I_,'l -.; f',~:' '. ;;';7 ". ., ,.. ~ ~ ~ . ~ >< ~ III = III ~ i Ii! rn .... ~ . . ..:l E-i III .~ I ~ ~ N . , tD ~ !i 0 = ~ c= - co 0 I - M ta) ..... . co ~ 0 .ii \D Z .::,: REV-!lt9 El(+ (7-&0) COMMONWEAL TH OF PENHSVLVANIA DEPARTMENT OF REVCNUE TRANSFER INHERITANCE TA' RESIDENT DECEDENT Estate 01 INHERITANCE TAX RETURN FOR INSOLVENT ESTATES (Instructions on Reverse Side) COUN TV NO. Norman L. Erldn Last address 101 Flamingo Drive ISTRfZET) ... :z: .. o ~ ICITY) '" o Mechanicshllrg, P>l. 17055 (STATE) (ZIP) Dote of Death Septemher 9. 1980 339-12-9747 Social Security No. TYPE OF ASSET Personal Personal '" ... .. '" '" ~ OFFICIAL USE ONLY DATE 10/27/80 ~ 9/26/80 912/1/80 ... u ::> Q '" Q Q :z: .. '" ... '" .. Q DESCRIPTION $lAHNO. (X) Exec. (I Adm. Other Doris Jean lirwin Name Sociut Security Mo. 394-20-4169 >- ~ Addres. 10] rlamin~o Drive ti (5TREET) ::> ~ ~Iechanicsburg, Pa. 21-80-620 17055 (CITY) ISTATl.l (ZIPl Under penalties of perjurv. I declare thot I have examined this return and to the best 01 my knowledge and beliel it is flue, correct ond complete. IY;. ., .c . I...;,. ..-_./' d..J ~'J'~._ ~ /..,- "..s;;) $( nature Of FiducIarY Date .' ESTIMATEO MARKET VALUE 1979 Oldsmobile Automobile, Delta 88, Title No. 3,550.00 Account No. 15088 with Defense Activities Federal Credit Union, Mechanicsburg, Pa., date of death balance 1 ,542 .47 DEPARTMENT VALUATION (OFFICIAL USE ONL V) n 0; ;a'" c:: 0 3;- ",'"" C'I'" m "" ._0 ", en (.'1::1 ~l:.;' '" .1~ "lf11 ~:i I :'::) ~ \.oJ .~. ~:.'~ r.?~ " -0 -': ,u. .. vJ '1 '. " TOTAL $5,092.47 $","072,'/-7 I do hereby certify thot the above assets were appraised it, accordance with Pennsylvania law. NAMEDF PAVEE Myers Funeral Home Salata and Gurnee Register of Wills Joseph P. Alexa Dept. of Transportation ..fI'II.c.,/" / If!'fJ(d~J) ^PP~A1SER NA TURE OF CLAIM Family Exemption Funeral bill Funeral bill Letters Testamentary Attorney Bill Motor Vehicle Filing Fee TOTAL OFFICIAL USE /1-t.~1 - . ~Jt5?71J. 33 - 6EOUC.TIONS ALLOWED p...;,/ DATE AMOUNT CLAIMED 2,000.00 1,737.33 1,273.00 26.00 209.00 25.00 $5,270.33 ..... .;;J-2 -01 DATE , ",:;:- 'UJnISH XD1 SWD'UllDnp!^!pUI.O~.Vd WJDI uo papodsJ aq pnoys wall awoJu! OlqOXDI 5141 'o;;Bsodmd XDl awo)ul O!UD^IAsUUOd JOt BIQopodoJ 5! Blolsa uo 6UPBIS!U!W .po u! peWJOIJsd SBJ!MOS JOf 'JOIOJIS!U!WPO JO JOln:J9xo UD ''<'IBIUDU :a^HDIU959JdoJ Blolse uo 01 Plod saa~ :310N ItOMDI,(q alqDuMo~o)J oJJD lunawa \J~!1 fO slqap 50 anuOJ^"H fo. IUDWIJodoQ "lll ,(q P.1JOMO:J,U"q 0.1 U31 ""it S! "oMiJl{:)!liM OOO'lS JO .:tnp 0'1 DI punD, ,(IGIDWHI" ).01 .::J"il JO ~.?SZ fO ,(I1Duad 0 010' . o1lqD!I ^IIDUOSJiJd"9 Holts W!tt fO p;)J!nb,u POdi)J JO~IO JO UJR,"" o olll 01 'I!DI ~lInll\!"\ D~'" UD"od ~UD' . . .. 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To Mary LClds , Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. is Petitioner(s) ~e the executrix named in the Lost Will and Testament of Norman L. Erwin dated January 2. 19~0 Decedent was a citizen of the United States and a resident of T ownsh.ip ~Ionroe ~o~Pl, Cumberland Caunty, Commonwealth of Pennsylvania. Decedent died on the 9th day of September A. D. 19 80 , in the County of Cumberland , State of Pennsyl vania at the age of i,-/ years. Jffd5 1too:s he r 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 $5,000 and of real estate to the value of none os near as can be ascertained; said real estate situated as follows JOPPby Therefore, your petitioner(s) respectfully applies for the probate of the said Lost Will and Testament and for Letters Testamentary thereon. Dated September 26, 1980 ';.;...-'. j/'t I"':"';:;A/' ;:;..,&...:.....?~.... Name and address l'fio~"'~(J ~an Er;dn of Petitioner(s) 101 Flamingo Drive Mechanicsburg, Pa. 17055 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Doris J. Erwin, Petitioner, named in above application, being duly say(s) that the statements set forth sworn according to low in this petition ore true to the (/(D best of npr knowledge and belief. /1 . ! ~ Sworn and subscribed before IL '(-U.Y -,/. ," / ," f me, September 26. 19 80 Mary Lewis t:h1tvkj .,t~~ l f ~ster Attorney: Joseph P. Alexa, ESq!#. Filed: September 29, 1980 .:< /- T(.) -(.,~o 1/- / .:<Jl- / " '. LAST WILL AND TESTAMENT CF NORMAN LEROY ERWIN I, NORMAN LEROY ERWIN, of Monroe Township, Cumberland County, Pennsylvania, being of sound mind, memory and under- standing, hereby revoking any former Wills by me heretofore made, do make, publish and declare this my Last Wi~l and Testament in manner as follows. I direct my Executor hereinafter named to pay all my just debts, funeral and burial expenses as soon after my decease as practicable, as well as all inheritance taxes, whether State or Federal, which may be assessed against my Estate, or on any property passing as a result of my death, whether or not forming part of my estate, as part of the costs of administration. I give, devise and bequeath all my property, real, personal and mixed, of whatsoever sort and wheresoever situate, to my wife, Doris Jean Erwin, absolutely. In the event my said wife should predecease me, or our deaths should occur simultaneously or as a result of common disaster, then I direct that my Estate shall be distributed as hereinafter provided. I give, devise and bequeath all my property, as aforesaid, including my home in Monroe Township, Cumberland County, pennsylvania, mailing address: 101 Flamingo Drive, Mechanicsburg, Pennsylvania, if I shall still own it, and in- c1uding the proceeds of any life insurance made payable to my " estate, to The Commonwealth National Bank of Harrisburg, pennsylvania, IN TRUST NEVERTHELESS, to hold, manage, invest and reinvest the proceeds in such investments as in the dis- cretion of my said Trustee may be deemed safe and desirable, besides those designated by law for Trust purposes, including the "COMMON FUNDS" of the said The commonwealth National Bank, and to collect all the net income therefrom. My Trustee shall also have the right to advance any monies or funds f rom the Trust Estate, necessary to pay administration expenses and taxes. I direct my said Trustee to hold the same in a single trust for tne use and benefit of my two children, namely, Brent Ramie Erwin, age 22, and Sue Anne Erwin, age 12, until such time as my youngest child, the said Sue Anne Erwin, shall reach the age of 21 years. I direct my said Trustee to pay all the net income arising the ref rom in equal installments to each of my said children during the continuance of the Trust. My said Trustee is hereby authori zed and empowered to invade the principal of the said Trust at any time wnan in its discretion the same shall be necessary and advisable for any matter or purpose relating to the general welfare of my said son, Brent Ramie Erwin. However, since the pr~ncipa1 purpose of tnis Trust is to provide for the education of my daughter, Sue Anne Erwin, a minor, I specifically authori. ze my said Trustee to invade the principal of tne said Estate for the support, maintenance, education including higher education in a college or university, for medical or institutional care, burial expenses or otherwise in its discretion for the general welfare of my said daughter, Sue Anne Erwin. At the time my said daugnter, Sue Anne Erwin shall reach the age of 21 years, I direct that the Trust herein -2- ~ '.. " . created for the benefit of my children shall terminate and I direct my Trustee accordingly to pay the net balance of the principal and any undistributed income to my two children equally, share and share alike. Should either of my aforesaid children predecease me, or die before my said daughter reaches the age of 21 years, leaving a child or children to survive, then I direct that the share or portion of my Estate herein given to my deceased child shall be given to such child or children, share and share alike, per stirpes, and under the same terms and conditions of this Trust except that with respect to the child or children, the Trust shall terminate when each of them shall respectively reach their majority, when my Trustee shall then give them their proportionate share of principal and income. Should either of my said children predecease me, or die before my said daughter reaches the age of 21 years, leaVing no child or children to sUL~ive, then I direct that the share or portion of my Estate herein given to my deceased child shall be given to my surviving child, or his or her issue, as herein- before provided. In the event my said daughter should reach the age of 21 years at the time of my death, then I revoke the provi- sions of the foregoing Trust and I direct that my Executor hereinafter named shall payor distribute the net principal and income to my two children aforesaid, in equal shares, or to their respective issue, share and share alike, per stirpes. I nominate, constitute and appoint my sister and husband, Marilyn Barron and Rodger Barron, or the survivor of them of 385 Pomela Street, Lake Alfred, Florida 33850, Guardians of the person or any and all minor children, who may become -3- .' . legatees or devisees under the terms of this my Last will and Testament. I nominate, constitute and appoint my wife, Doris Jean Erwin, Executrix of this my last will and Testament. In the event of her prior death or should she be unwilling or unable to serve in that capacity, then I nominate, constitute and appoint The Commonwealth National Bank, Harrisburg, pennsylvania, Executor of this my Last Will and Testament. IN WITNESS ~~EREOF. I have hereunto set my hand and seal to this my Last Will and Testament this ..z day of qP?<U.""7 ! ' , 191:. -5. ~ --/ ,,;> ..----;Y ~_ V .::::5~, Norman Leroy Erwin (SEAL) Signed, sealed, published and declared by the above named Norman Leroy Erwin, the Testator, as and for his Last Will and Testament, in the presence of us, who have hereunto subscribed our names, at his request as witnesses thereto, in the presence of the said Testator, and in the presence of each other. :f.l p,~.,(~, L{) ,'<, au- ~~.~~ OATH OF SUBSCRIBING WITNESS " . . COMMONWEALTH OF PENNSYLVANIA I S5: COUNTY OF CUMBERLAND \ . 26th September 80 This............... ........ .......................... ....... ....... ......... day of ................ ............. ..... ..... ...... ........ .... .... .,. A.D.. 19........, ~Ia ry Lew i s before me lt~l\M\~~~~~l\. Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland. in the Commonwealth of Pennsylvania. personally came .............. .\..\l!;.y...J.....W.1.!;.I:-.$...iUlll...Rp.b.~ r.1...)}.....JY.i.~k~. .... ....................... ....... ..... ........... .............. .............. .................... the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ....... ...J:J:o.r.man...L h...Er.JI'.in........ ....... ................. ...... ................ Dated .....J.i!.J).\!i!.r.Y....L...J.~Jl.Q... lateof....JI.9.nX.9.!-:...T.~)1.I.1Rh~p..,.................................................................. Cumberland County Pa., deceased who being duly .....~)1.9.:r:.1)............................ according to law. depose and say. that .....:t;h~.y........................... present, and saw and heard the testatRX........................... ..~.9):!l!.1)..!!...L.....~.J.:!yJ.!!........................................ sign, seal, publish, pronounce and declare the said instrument of writing as and for hj;L......... Testament and Last Will. and at the time of so doing ..............I.1~...............................was of sound and disposing mind memory and understanding, to the best of ......:t;.I,1.~.tr.............................knowledge, observation and belief. ....~)y.9.r.T.1................................ and subscribed before ....'!h'1[{j,'L.~T~,lli""".....mm..... :..(..f""~~ft:~tc"ks.......................... Bi~~~.(~~L~................................. ~tary Lef:iff;;' .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ Doris J. Erwin ........................... ............................ .......... ................................... ................... ...... ..................................being duly ................?W9.r.n..................... says that as nearly as can be ascertained the said decedent, ...~p.xmalJ...L..... ........... ..J;i.J.:!tJ.n............ ................................................................................................................................d ied on ................................................ the ...............9tll..........day of ........S.~.j1:t.~.Ulb.~.r......................... A.D., 19.8.0.., q, .-' . D at or about ..........I.,.J:.:l...................... 0 clock. ......M. .S\'/IlX.n.......................................and subscribed this .2.6.tll..................................... day of ..?~J?~~!!l.~~.L 19~ Q......, before ./ ./" .~~. .....~ .::;;-:",... .~.:< 0';':': f.....~' :~: ;..~i:1'. .,;~'............................. .... ..1l1=~mmm Mary Lewis OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND SS: Before me, the Register' for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came .......I).Q.d.~.....J.,....aT.w.i.n.............................................................. who, being duly ........?W!?r.n........., do .9.?-..... depose and say that as.....<il.l\Q.G.\\J;xjX....................................... . Norman L. Erwin, of the last \VllI and Testament I)f .........................................................................................................deceased .......~.h~............ 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. ...;;)i9.J:J.\............. and subscribed before me. September 26 80 ....~..... ........................... .........:..... A. D., 19............ ...... . ............. . .............................................. Ria X' Register Mary ew s 1/: ") ~ ' ~J.-'~ -/" j' /;'" '~<.-/~ ........l"'..............f....._..,..;y..A....~."r:..................................... /Doris J. En~in / .................................................................................. ...; 0: OJ '" ~ " OJ ~r " OJ 0 u.. <r~ z CD: (l"I~ 0 I-l '**': ;;:: N: 0 P<: k~ u.l ~ N 0 ~ 0 Q): t.C N . 0 .g1 IJ) ~ ....:i iJ:l I - Q): 0 - z ~ +I: ro ~ -< " 0.: I ~ U: Q): .-l .5 E-<: U1~ N 0 ~: Q z "0 OJ ClO ~ "0 IJ): . ... .- 0 <l": M .s " *: OJ .5 ... OJ "0 ~ "0 bll OJ '" " - l: ri: r.:l " 0. DECREE Be it remembered that on the ........~.?~.~....... day of .............~~~.~.~~.~~~..............., A. D., 19 .~.Q.... there was probated and recorded the last Will and Testament of ........~.?~~.~~...~:....~~~~~~................................., late of.........t:!~~~~.<;...I.?:~~.~.!~.~.I?!..............................., Cumberland County, Pennsylvania, Deceased. Letters .......I!:.~.~~m~!)..t!!r.Y.................... were granted to .. ...~~t~ ~...~~.~.~!.. ~.~.~.~.......... .......... .............................. Witness my hand and official seal the day and year aforesaid. - . . , L;;;i~...~~~ 1.lary