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HomeMy WebLinkAbout81-00206 1St it !\tmtmbtttb .. I /J td'=<'7 ' ' ,/ f/ tJ That I, .J:L'd,j{- ,'0-' - J ~v>-<-.J ,ot; . h,,;..-, ,,:-C'c,':'LL:/ in the County of (LLJ}'-7L"'J/ and State of 1:._,-",.,,~)lv'1V''<-I--, being of !olmd mind, memory and undersianding', and considering the uncertainty / of life, do herelry make, publish and declare this my last mill and t!l:cslamcnl, here/ry revoking and making wid any and all former Wills /ry me at any tim: heretofore made. FIRST: I direct that all my just debts and funeral expenses be paid /ry my Execut <M/ hereinafter named. as soon after my decease 'as may be corwenient. SECOND: I give, devise and bequeath ..-r-tl 'j7 '''{J .",<v.:tf~/ iIL;;-,->-,!:: M/ ~ ~-/;-~-b ;L -"~J/ -<-'f I ::6-v...~Jl C'. ~f1.v'A;'/, ",:t.o.- _-<J--Ut ~..AA/ .z#-c-,vi----'" (,'.''''Iu:-c-,d';'p) d;1.v -:ttv u-'V,:t-,Jl fI :; j/ J v _ ,Ill-' ta. ~ cLvr/c/ ~~ _,-,~"a~ N~/ -tAIu "{<-0 ~",?I.6"'.VLc'/ I M0/ ~'V', Jijl J!/ '-/!..-~/ jV) .Lod!: iSJ. 'lZu<<J/ cVHCL- ~/ ~'2L~.~U~.4.4/ J;~ d.-c.~ f ~ ~iv a-o/ .-'IJ..u-r C/-.-:L- a; ~ k~ 4V~ ~ ~~-"~~lwn-~~~. (tIJ! iL ."f/ ,/YI1o>-) /hc.(.v-z/ P.l/"() "':-'_iJ~i.i:;l~.. /Yn"j/ 'M~/tl '--7./.-"1' I) - .? . ? . ji , / /,;.-, o. ~7J,.{jl ll.{j/l-d'LL. -L...... ,/(,-<<","'1. / ~,__f1/ ~u<--&t,.~ rU-~ ,- . i)) IJ) l' . , J J . -I-: ~, ILl/! Il, ~1,-,i<-( /!&-.",..-, ~'~'<4A"'-YV I J/ ~-~".{.v ~z AND LASTLY.-I do make, constitute and appoint U C ,~LJ to be Executo-1./ of this my last Will and Te.!tament. . 3In Bitness ~beteof I have hereunto subscribed my name, and affixed my !eal, the ~d;;,/ - ~ day of a~~./ in the year one thousand lIi# hundred and -<u_v-vl',;tr\1~;; Signed, ~alcd publi d and declared /ry the te.\tat above named, as and for ~ last Will and Testament, in the presence of us, who have at ~ request, subscribed our names in ~ pre.!ence, and in the presence of each other, as itnc.sse.! to. Witness Witness :ildJf~ ISI!ALJ "lI>S t r ~ "_. ...... ~ == , ~ cw "- -:r == I::l ~ tl:: l' ,... <;( ""' (x) ...... l' 1. r:: t:-- 'U\ cw .!, .... . I ~ lL ~ ~~~ 0 ~ I - I '- "1 <<) , l"'\ - - . ~ .- ~-, Ii , , ~ 1 ~~ !I c'S 21-81 "'''~~'G' ':;'\J. OA TH OF NON-SUBSCRI BING WITNESS COMMONWEALTH OF PENNSYLVANIA COUNl"Y OF CUMBERLAND } 55: This, the 26th day of March A. D. 1981-, before me, Mary C. Lewis. Register for the Probate of Wills and Grantjng Letters of Ad ministration in and for the county of Cumber- land, in the Commonwealth of Pennsylvania, personally came Kay N. Vucic who being duly sworn according to law deposed and say that they are well acquainted with the handwriting of Hugh G. NOrTis whose name is attached as to an instrument of writing rrp~t::ltn,... purported to be the Last Will and Testament of Hugh G. NOrTis late of Dickinscn lbwnship , deceased and that the said signature is true and genuine, and that the said HIIgh G. NOrTis is now deceased, ~YYYYYYYYYYVVVVVYVYvvv"'(xvxxxxxx Sworn nnd subscribed before me, thio ;>fith day of /. / ~,,-, / L_j" 6- ;/ , k..-. x 1~v//. /1'. r / uu.._ -k~lu._uu.uu,u.u({0:,k' ~ ~'7 -, '" .. ......... March A. D. 19~ -92t ux:aJ wis. Reg ister ..................................";.............................. per Deputy Register ".,~ I: ~~ ,) 21-81 Z06 OATH OF NON-SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55: This, the 27th day of March A. D. 1981-, before me, Mary C. Lewis, Register for the Probate of Wills and Granting Letters af Ad ministration in ond for the county of Cumber- E. land, in the Commonwealth of Pennsylvania, personally came Robert Vucic who being duly , sworn. according to law deposed and say that they are well acquainted with the handwriting of Hugh G. Norris whose name is attached as Testator to an instrument of writing purported to be the Last Will and Testament of Hugh G. Norris late of ni"ldnc::nn 'T'",..mc::hip , deceased ond that the said signature is true and genuine, and that the said Hugh G. Norris is now deceased, ma"-SmYYYyyyVVVxxxxxxxxxxxxxx."{xxx.v~"{x Sworn nnd subscribed before me, thi~ 27th day af ,/ "- March A. D. 198~ "- " - " Register ................................................................... per Deputy Register :1':!1"J t. ~ ~ OATil OF SIJIISCIUIIIN(; WITNESS CO ONWEALTH OF PENNSYLVANIA I ss: COUNTY , CUMBERLAND This _day of be fare me, Register far the 1', late of Wills and granting let leI's ot' Administration in and for suid the Comlllonweulth of Pennsylvu ", persanully came .' // // A.D.,19 .nly of Cumber lund, in / "-. ' the subscribing witnesses to the foregoing instr~lC 11 ot' writillg purporting to bl!"~SI Wii! und T~stamcnt of according to law, depase and say, that_ ~berlund County Pa" deceased who being duly "" resent, and snw und heard the testa late of I, publish, pronounce and declare the said instrument of writing as and for h ~ "~ '" ""'", " -" was of sound and disposing . a memory and understanding, to the best of knowledge. observatian a belief, and subscribed befare Register AFFIDA VIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ,C;; c..s r..--~ F. 'yi b-''lA~~ j(~ says thut as nearly as can be ascertaineo the said decedent ~(-('h"l~~y--' :1'[)(L,,~1i~? the .:;) j-!f- day of being duly W wi, C-: 'Y)6~1~d () <':,At1",.h.',- died on S Afu:l..~l ~ p-'J at or about ~'70?"v'-- d .s;-il- ,-- \- ...:, {;-J t {ut.\ 0" -^.D.,19!L. 5' o'clock, -1L-M, and subscribed this day of '111 tLlz "-~ ~' . j, (,,::> "''' /Lul/ c 7 )~./u,.;v / ",JL~'::u (J,~ . t f ' Regist':1?8 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: Sarah E. Norris .----."'-.- .--.. - . -- ,.- -~--- --. --.-.-...----------- ----- -,-------- being duly" swor!'...,u____ according to law, deposes and says that sho u tl1eu_~Xeu~!.LexJ1L_u_____ ____.___u_____ _u,_____'.U'm_ ___"'_ u___ of the Estato of _..J!!!gh G. Norris lato of Dickinson Township __. Cumberland County, Pa., decoased and that the within is an inventory made by _ ber, __ Sar_ahJ', J:!Qr_ds___ __ _ __nu___' the said Execu trix of the entire est.te of $Old decedent, consisting of all the porsonal prop.rty and real ostote, oxcopt real ostoto autsida tho Commonwoalth of Pennsylvania, and that the figures opposito each item of the Invontary reprosent it's fair value as of the date of decedent's death, Sworn and subscribed bofore mo, /,/ /i.;' (I '7- ;c; .' I, ' 1_ ( I~ ... ~a_~'''LL.J___"_~:.~''' ...C:_.~ Exocutor . Administrator r-;." this ,f,/.!J day of November 19 81 ,..-AhrJrcn a "r'A) SHARON A. MOSER, NOlary Public Carlisle, PA, Cumberland County My Commission Expires Jan. 14. 1985 Sarah E. Norris j 2310 York Road, Carlisle, PA 17013 Address Date of Death 21st -.-----..--- 1981 Year FebrualY___ Month Day INSTRUCTIONS, I. An inventory must be filed within three months after appointment of persona' representative, 2. A supplement inventory must be filed within thirty days of discovery of additional a..ets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949, OJ .... ~ H >- .c '... .... w " .. ~ "" .... " ~ ~ ~ .... '" w ~ .. " e.. H 0 u 1>> '" 0 II> H Eo< .. .. 0 0 w w 0 C '" .. N :r: 0:: Z c: '" " .. r l- e.. e.. c .... -' L1. 0 .. "" ~ .... Z < 0 1 " OJ 0 '" L1. -' c: e.. OJ:!: I W 0 < w > 0:: .... ,;. :3:< .... Z ". . N Z 0 C <J c . .... " '" Ii II> z 0 .; 0:: ~I '" u z w < ~ e.. ." ,0 c ~ ~ '" 0:: . -.: , 0 .. -D ." -" .. E . .! 0 '" ~ 0 -' U u: lD <"J a:'i c->r- ","" ~~~ ~ '''1~ r:IA :;;;: ~o PI (fl:::O ...0 ...10 .'~-- "'-0-: r........' '1'" '0 N "" '- .,." ~... "" (':') tJ_:'" ., -" ,. ~ -- .~ -, ru:C.J 1".1~\ APPLICATION FOR CliARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act 01 May 28, 1956, P.L, 1757, ond Act 01 June 15, 1961, P,l, 373, os. amended) COMMONWEAL TH OF PENN5VLVAtllA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Application i. hereby filed for the approval of on exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property de.cribed below: 1. Bureau File /I __'_____~L~S:t-=-a.-Q,(.---- :: :::::: ::::::-~?))~~~O:,/1f! 4. Name of Decedent Hugh G. Norris 5. The Commonwealth's appraised value of the property for which an exemption is claimed is $ 135.00 (Note: Where the property is other than a specified amount of cash, the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift or bequest represents Q stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the tronsfer was effected and submit a copy of the document authoriz.ing the transfer, unless such ,material has been previously filed. I I I I , ! . i I I I i I ! I I I I ! SURVIVORSHIP D; OTHER !J.; WILLD; DEED D; TRUST INDENTURE D; (II other, explain) Donated by Executor of Estate 7. Correct Business Nome and Address of Charitable Orgoniz.ation receiving property: NAME The Salvation Army, Inc. ADDRESS 20 East Pomfret Street, Carlisle, PA 17013 o See listing on reverse side lor additional charitable organizations covered. 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. Signature 01 APPlicant,./~ ~ el -n~>A~ --d.l Address 01 Applicant 2310 York Road, Carlisle, PA 17013 Official Title Dote November 23. 1981 I This form must be completed In triplicate and 011 three copies delivered to the Register of Wills for the County in which the decedent resided, or in which lotters were luued fot 0 non_resident decedent's estate. If the decedent was a non_resident of Pennsylvania and letters were nof issued by 0 Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of County Collectionl, Penna. Deportment of Revenue, 26 S. 4th Strollt, Harrisburg, Po. Do not write below this line. For Official U.e Only For the Secretory of Revenue REFERRED to Bureau Headquarters Approved D For Secretary of Revenue Denied. D (Initial. of Regi.ter of Wills) (Authariled Signature) (County) (Title) (Dole of Referral) (Dote of Action) * See reverse side for reasons MUST BE FILED IN TRIPLI(,~ TF. This section will be campi etod by Bureau Headquartors only when the application for exemption has boon denied. Date: Th, application for exemption contained on the face of this form has been denied because Note: Any party in interest. including the Commonwealth, aggrieved by this action may within sixty (60) days after the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. n cO ~;.;; - ",,'" ':;::.lJ ~YI~ S=-,., ~ ..'..~o !:::("'l V'J::O F::- ~; 'iO Ir" ~.~.: .'0 "9 ".. . I t;~~ A \"'l '1 '~? (.; ;a >"1 - ':;I . , fH'.V.!:l11) 1:;....I'~lIo1 COMMONWEAL TH OF PHWSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESlaENT OECEOENT INHERITANCE T AX RETURN FOR INSOL VENT EST A TES (Instructions an Reverse Side) E5tote 01 lIugh G. Norri!i La 5t address R.D. 112 Box 11l,A ISTRI::ETI l- >- Z 0: W Gardners Pennsylvania 17324 ., 0 u w ICITY) (STATE) (ZIP) " U 0 w iL " February 21, 1981 Dote of Death Social Security No. 197-03-4894 TYPE OF ASSET DESCRIPTION Personal Personal Jointly- owned '" l- w '" '" ., COUNTY NO. STATE NO. (xl Exec. ( ) Adm. Other Silrah E. Norris .~ ) -ffJ~OL, (STREET) Cilrlisle Pennsylvania 17013 {CITYI (STATE) (11PI Under penalties 01 perjury, I declare that I have examined this return and to the best of my knowledge end belief it is true, c;:orrecf and complete. ti' ) fl<~4J I '--d-rL ,:< /C/ C -7' [,'~/-i-,CA;V 111,1:\ '<I Signature of Fiduciary Dllte I I NATURE OF CLAIM eel Letters Testamentary & Short Certi Filing Fees-Inventory, Tax R~turn, & Charitable Exemp. Notary Fees Estate Advertisement Estate Advertisement Attorney fees Buriai Grave marker .Final Illness Final Illness Assorted clothing, shaver, watch $100.00 Clothing - donated to Salvation Army ($135.00) Household furnishings ($1,564.00) 1974 Plymouth Duster-lD IlvL2964B378l8l Evergreen Savings Account- Comm. Nat1. Bank ($ ,601.71) Checking Account-Comm. Natl. Bank ($1,352.51) Equitable Life Insurance (Wife-beneficiaryX$9, 00) New York Life Insurance OHfe-beneficiary) ($8,000) Nome Social Security No. Address 23]0 York Hoad DEPARTMENT VALUATION (OFFICIAL USE ONLY) a:l ",::0 ~ PI~ 00 ~. <fJ;;U "::? : r.:-~ '1111 "..J '- .'>. " .3 ~ TOT AL $100.00 / o--a. P-C! I do hereby certify that the above assets were appraised in accordance with Pennsylvania law. OFFICIAL USE ONLY DATE NAME OF PAYEE Register of wills Office Register of Wills Office ~ z o ;:: u " o w o o z ., '" l- oa w o Sharon Maser The Eveniag Sentinel Cumberland Law Journal Ruby D. Weeks, Esquire Hoffman Roth Funeral Hom~ Westminster Cemetary Hi lton S. Hershey Nedical Belvedere Medical Corp. Exxon Ryan Burdick - II-~Jj ~ 3 . / ( f:3r. Y3 , DEDUC.TIONS ALLOWED ESTIMATED MARKE T VALUE {' ",r cr 'r:~~: i~:~ -'. ~ rent March, April 1981 (term. of lease) TOTAL '-In. . !!'I~ I~TER OF WI .5 AMOUNT CLAIMED $ 15 .00 $ 12 .00 $ 8.00 $ 21. 20 $ 18.00 $ 150.00 $2,211.00 $ 695.00 $15,097.88 $ 265.00 $ 75.75 $ 270.00 $18,838.83 , IN,l RUCTION, ASS En: TYPE OF ASSET _ Indicate whether the Ul'!.l,'t i!> reClI c!olalC, pcr50onol property, trol1!.f<.-r or jointly.owned. DESCRIPTION _ List all assets owned ~olcly by the decedent or owned jointly with nnotl\t'f pUfty or ~urlic!. O!i lenont!. in common o-r"""'DSjoint tenonts with right of survivorship at th... time of deoth. Include the dl.ccdcnt'!> percentage of ownership, the nome (5) and relationship to the decedent of the surviving joint owners und the c!.linHltt..J morket value of the decedent's interest os of the dote of deoth. Include intangible personal property titled in the nome of the decedent but payable at deoth to another porty or porties including but not limited to P.O.D. U.S. Savings Bond!':> and tentotive trust accounts. List cny property transferred by the decedent within two years of death for which he/she did not receive yaluable and adequatc consideration. Describe 011 real estate located in Pennsylvania by lot and block number, !itrCt.'t address, number of acres and includc 0 general dCHription of the land and buildings, Also, include the book and page number in which the deed is r<.'corded and the elCcct titlc os indicated on the deed. DEBTS & DEDUCTIONS Unsatislied liabilities incurred by the decedent prior to his/her deoth nre deductible agoinst his/her taKable estate. In odditic..n to debts incurred by the decedent, other items ore claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. List the date on which each debt was incurred and/or paid and the names of each payee. Provide a brief explanation of the nature of each deb't claimed ond the amount being c1oimed, Evidence to support the decedent's or the e!.tate's liaLJility for the debts being claimed should be attached to this return A family exemption may be claimed by a spouse of 0 decedent who died domiciled in Pennsylyania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is 0 member of the same household con claim the ell'cmption. In the event there is no such spouse or child, the exemption con be claimed by a parent or pa"rents who ore members of the some household os the decedent. .... () > z r- "0 0 n > m > ! m Q " 0 > Z > 0 0 0 vo 0 r- -; ... 0 3: ~ n c: 0 .... 3: r- m ~ >-' '" m 0 m m '" z '" > Z z r- .... , Z "0 m Z m .... m .... !' !' In a Z :t >-' vo . !' !' .... -< vo m vo 0 Ol vo 0- z 0 vo 0 .... Z " !' 'T1 'T1 '" , > m . Z '" ;xl .. :! !' ~ . n C) '" 0 Z cr " ~ " Z 0 . 3 ... t:1 '" ... 'C cr 0. ::r: ~ Ol ... t:1 ;; ro ~ c: ...., " cr . ... ro ~ "" >-' ;.; " . "' ... '" cr ...., In ;.; ::r: '" , " ~ ~ -; '< -; " Ol . ~ C'l > -; >-' " " Ol , 0. '" .~ < m 0 "" '" '" 0 -< '" " m < In . :>- X z -< '" " j Ol ,.- 0 m m w .... ... . >-' ... I- > I " '" . "' >-' ... '" '" "' Ul In . -oJ '" .... '" ... 0- w :>- In '" ... c: .'it '" '" Ol ...' '" f Ol ... ... Ol , - !?-: N -oJ n 0 0 , >-' 'it w INFORMA lION PLACE FOR FILING - The return i. to beliled in duplicate with the Register of Wills of the county wherein the decedent resided. TIME FOR FILING - The return is due nine months after the decedent1s death, unless on extension for filing has been applied for and granted by the Secretory of Reyenue within the nine~month period. FAILURE TO FILE RETURN _ Seclian 791 of the 1961 Statute provides that" , . .ony person who willlully foils.o file 0 return or other report required of him sholl be personally liable. . .to 0 penalty of 25?o of the tox ultimately found to be due or Sl,OOO whichever is the It'ss to be recovered by the Deportment of Revenue as debts of like amount ore recoverable by low." NOTE: Fees paid to on estate representative; namely. an executor or administrator, for services performed in ad. ministering on cstoleis reportable for Pennsylvania Income Tax purposes. This taxable income item shoud be reported on form PA-40.1ndividuallncome Tox Return. INFORr-"ATlON To insure propor crodit to your account, the rHlmo of tho 651me nnd file numbor should bl} clearly print. ed on lhu check or money or(Jur. This Dssessment is mado in accordance with Suction 70B of tho Inheritanco and Estate Tax Act of 1961172 P.S, 9 2495.708), To tho exlent thaI inhoritance tax is paid within three (3) months ahor the death of the decedent. a disco,,", of fiyo (5) porconl is ollowod 172 1'.5_ 9 2485- 7161, Inheritance Tax, other than I\Jx on a fUlUro interest, is due at the dale of the docedent's death and becomes delinquent at the expiration of nine (9) months alter the decedent's death (72 P.S. 9 2485.711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereaher (72 P.S. S 2485.712). Calculate interest from the delinquent date shown on the face of this form to Iho dale of actual payment using the following interest table; ------------ -------- - --------- - -- - ---- - -------- - - --- - --- --.------ -- -- - - - -- -- 1 month _005 4 months .Q20 7 months ,035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .056 3 months _016 6 months ,030 9 months ,045 12 months .060 1 days .000 17 11 doys _00186 21 days _00362 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 doys ,00250 26 days ,00420 6 days .00101 16 days .00267 26 doys .00437 7 days ,00118 17 days .00284 27 days ,00464 8 days .00135 18 days _ 00301 28 days .00471 9 days .00152 19 doys .00318 29 days _ 00488 10 days .00169 20 doys .00335 30 days .00500 ..-------------------- --- -- -- -- --- --- - ---- ------.---- - - - - --------- -----. Any party in interest, including tho Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (SOl days after receipt of this Notice as provided by Section 1001 of thelnheri,anco and Estate rax Act of 1961 (72 P.S, 9 2485-1001)_ Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: