HomeMy WebLinkAbout04-0635PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' ~a~¢~ ~. Lou~rt~,e._
also known as
No.
Deceased.
Social Security No. ~ .7~.- ~.g -3. ~q ~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ~ t ~
in the last will of the above decedent, dated IxAa, rcbx Ij I~ttO
and codicil(s) dated
To:
Register of Wills for the
County of (u,~e~-Iq~
Commonwealth of Pennsylvania
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (_vwlao, la~ , County, Pennsylvania, with
h 4~V' last fam. ily or p~nci~al residence at
~0~ t~I pA ~ '~.e,o ~ ~o~,+~, ~-~,,
(list street, number and muncipality)
Decendent, then '7 3 years of age, died ..~v,~
Except as follows, decedent did no¥ marry, was not divorced and did not have a child born or adoptec~
after execution of the wi}l offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: I~cl t.vTo~'r Ma,~. S/'r~e~- 0jexl~[-
{01
WHEREFORE, petitioner(s) respectfully request(s) th.e probate of the last will and codicil(s)
presented herewith and the grant of letters '[es~o,~e~-~W)r-
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF,PENNSYLyANIA h
COUNTY OF ~~A::~c-(C~v,,& . f ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as~onal represen-
tative(s) of thc above decedent petitioner(s) will well an~uly adminis~he est~cording to law.
Sworn to or a ffir~ and subscribed c ~~ ~
before ~ this ~, day of [ / ' - ~ "-~ ~'
· ~ ~~ ~ ~ ~ J// . -~ ~ ~
Estate Of
No.
DECREE OF PROBATE AND GRANT OF LETTERS
,, Deceased
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated ,.~ -
described therein be admitted to probate and filed of record as the last will of
are hereby granted to .~zr--x~ ~(~ C
, in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
Filed . ..--~...--.~. 7.
Register / '~- ~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
OATH OF SUBSCRIBING WITNESS
Estate of Nancy J. Loughridge No. ~-~'
also known as
, Deceased
Gerald K. Morrison and Tamatha R. Kauffman
(each) a subscribing witness to the ~ codicil(s) (~ will(s) presented herewith, (each) duly qualified according to
law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and
that she/he/they signed as a witness at the request of the Testator(rix) in hedhis/their presence and~ in the
presence of each other I~ in the presence of the o.tl)er.s~ bscribing witness(es).
~/' ' ~/(S~gnature)
Gerald K. Morrison
Landisburg / PA 17040
/ (Address)
Tamatha R. Kauffman
Loysville
PA 17047
(Address)
Sworn to or affirmed and subscribed
before me this "7`/4'- day of
N ot~,.~ ~ublic
My Commission Expires: I NOT~SEAL I
I
I ~ ~., ~R~ COU~
I ~ ~N ~IR~ MAY 3. ~
(sionature and seal of ~ota~ or ot~er NOT~: To be take~ bY o~cer authorized to ~dmJflister o;ths. Pie;se have
o~ci~l qualified to administer o~t~s, S~ow present the orioJn~l or cop7 of instrument(s) ~t ti~e of no~rization.
date of expiation of ~ota~s commission,)
RW-2
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph. '
Fee for this certificate, $2.00
No.
Local Registrar
dUN 3 0 7_004
Date
~43 Rev. 2/a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE FILE NUMBER
NAME OF DECEDENT (First, Middle, Last) I SEX ~ SOCIAL SECURITY NUMBER I DATE OF DEATH (Month, Day, Year)
I. Nancy J. Loughridge [2 Female 13 272 -- 28 --2893 14 June 27, 2004
AGE (Last Bbthdey) I UNDER 1 YEAR UNDER 1 DAYI DATE OF BIRTH I m~THm AK.= ,r-;~.... ID: ............. ' .. I
I Mo'nthS I Days I Ho,am I Mmules ] (Month, Day, Year) I State or F~'eign Counlr/) I HOSPITAl.. ~1~
, 73 m. I I I I 1_9-30-1930 I Beaver Falls.PAl..~...I-] E~O.,.,..[::] DoAI--I
~'OUNTY ....... i I I I I'. . It. --I".. J
ur ur-m r~ I CITY, BORe, TWp OF DEATH I FACILITY NAME (If riel institution, give street and number) IWAS DE~.~mOENT OF HIspANIc ORIGIN? IR~CE - Amedcan Indian. Black. Whit~
s~ Cumberland L Carlisle I Sarah Todd Nursin~ Home
lee. lsd o t .ex,can, ,-~e.o ,..c,,n, e,c. t Wh i t e
DECEDENT'S USUAL OCCUPATION ' I I), ~ tO.
I KIND OF BUSINESS / INDUSTRY )~VAS DECEDENT EVER INI DECEDENPS EDUCATION I MARITAL STATUS - M&,,;~. ] SURVIVING SPOUSE
(Give k~4 ~ wo~ dm~ durkng moat IU.S. ARMED FORCES?.~u'(S~cffy only h~hell g~adl completed) I Never Manied, WId~ved,
.,. Librarian I.,. University / Yesr-] Nor-d,'~I El*~,~ary/S,co~d,~ I . C~,p I Oivo~cadlSpec~)
hz ~ ~ Il,. zzl~m I/ i,-~., 1,4. Never Married ,~.
DECEDENI'S blAILING ADDRESS (Street. City/Town. State. Zip Code) I DECEDENI'S
IACTUAL ¶Ye. Stat, PA o~ ~7c. [~'~Y~,.dec~entav~ Tyronn¢
149 East Main Street IRESIDENCE decedent twp.
! (See instructions live in ·
~S Walnut Bottom, PA 17266 I°"°m'r~de) a?~. coun~Cumberland tow~h~? ~?~.[] No. decedem,v,~
· within actual #mile o~
FATHERS E (Rr~ Mk~ La,t) M
~ N~I ~ , ~ -~ ] OTHER'S NAME (Fks[ Mh~d~e. Maffien Surnarne) dry/bore.
[] ~. William t~. Lougnr~(tge ~,. Ruth Louthan
"J METHOD OF DISPOS ~ON ~ 12Oh. ~1 Hammond t~oao, wainut Boolean, PA 17266
Wry. ,~..r-I euda~ C I--1 {~DA~TiE.O.F.?.S_,POSmON {PLACEOFDIS?$1TION-.Na. meotC~emetar/ Crematan/~ ILOCATON.Cfly/Tow~ State ZipCode
__.eUo~,_.~ [] rematk:m [~emovalfromStale ~ I( th'Oa-~Ye"~-~/1 ~ /'"~/'~ I°r Other Place I.~remaElon ~;oc-i~t-'~ c~- ~ ' ' '
I-=. PA Cremate;y- --' ~' I"". Harrisburg, PA 17109
m~ I~L_G _~ OF FUNER/d. SEJ~VI~ UCENSE~E~R PEP~ ACA'ING AS MILCH ~ I LICENSE NUMBER I NAME AND ADDRESS OF FACILll'~.r ama t~ on
l. .100 Jonesto.n oa . ,a== s6urg pA 7109
Comple · items 23a-c on~ when ~d~ylng ~ "re'he best o~ knoMed :'~;ath ' ,
(.JmJ physician II nol available at time of death to { 'S~natu,- _o~_~my_~_. ge .... d al the time, date and place slated. LICENSE NUMBER IDATE SIGNED
~i~ced~ycaaofdeath' i~ ,v ~-~.~?~/ .~ y, .. -- , -- liMe. th, Day, Year) .
...... ,, .h. --a 7--O7
~ . ~ 2 I I DATE PRONOUNCED DEAD (Month. Day Year) ' WAS CASE REFERRED TO A iVIED EXAMINER
~pereon who pronouncee death. ~ /~ · __ . A MEDb~ /CORONER?
UM easy g,~e ~m~me o~ emeh li~,e. ." Appn3xlfnataPANT I1: Other slgniltr..an~ com~ms co~tdbut~g to death, but
, interval be~vean
IMMEDIATE CAUSE (Final
DUE TO (OR AS A CONSEQUENC~ O~: /
Sequ~ ,,-* ax-,dibo~ bm :
Enter UNBERLYING =
end death
not resulting in the unden'ying cause given in PART I.
resulting o~ de. th ) LAST ·
,
WAS AN AUTOPSY I WERE AUTOPSY FINDINGS I MANliER OF DEATH I DATE OF INJURY TIME OF INJURY I INJURY AT
PERFORMED? I AVAILABLE PRIOR TOi _ ~ . I (Mo~l~, Day, Year)I I
IOFI COMPLETIONDEATH? OF CAUSE II Nalural~ Homicide --ir-] I · ,I I
I ~ /~'"' [] P.ndin0,.v..,o.~. []l I I Yes [] NO [] I
..- I ..~. -- I I"~&°.~,'~,~' Al, .... ,.,m..~.t, ,.c~. o..~ ~OCAT,O. (S~eet. Ci..o~, S.to)
CERTIFIER (Check only one) ' , ... I ....
SIGNATU~IE AND TITLE OF C IFIER
~oERthTelFIYI~ImNIGoFHm~"~InCo WI wA~le~Be~edC~jUusee t°~o tdl~ea~e uW~h~ ==,:~a~$rmP~= yslcle~ h~. ,~ mn~ n~ ~ th and ~m~eled it~ 2 3 ) r-- :)~ ~ ~d~l,
, .. __a..er a...e ................................................................. I_ ~ .<=r~. ~-. '-.
'PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both p~onounc~g death and certJfylno to causB o! deeth~ LICENSE NUMSER DATE~IGNED (Month, DeV, Year
To the belt of my knowledge death occurred el the time date and lace and due to the c~ul )
' . , p . ,,I,) ,,d m,,;~,* ,, ,,.led ...................... I-- 31~ '(V,"O OL%'4.'-{t
*MESCAL EXAMINE~CORONER ,AME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH
On the balls of oxamlfletlon and/or InvalUgatlon, In my opinion, death o~curred mt tbe time, date, and place, and due to the CBUIII(I) ln~ -- (Item 27) Type or Pdnt /'~
"~"~" 'to"~ ............................. - ........................................................I__1 C~C., ~)~. ~'-
REGISTRAI~ 8IGNATUR~.,~D.I~--~< DAlE FILED (Month, Day, Year)
LAST WILL AND TESTamENT
OF
NANCY J. LOUGHRIDGE
I, NANCY J. LOUGHRIDGE of R. D. #1, Stonehouse Road,
Green Park, Perry County, Pennsylvania, being of sound and disposing
mind, memory and understanding do hereby make, publish, and declare
this my Last Will and Testament, hereby expressly revoking all
other writings in nature testamentary by me at any time heretofore
made.
FIRST: I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
THIRD: I hereby give, bequeath and devise all the rest
and residue of my estate and property, real, personal and mixed,
of whatsoever nature and wheresoever situated, of which I may
own aX the time of my death, or to which I may be entitled or
of which I may have the right to dispose at the time of my death,
including my share of the sale proceeds of The Tannery, to my
Friend, Joan M. Covey of 41 Hammond Road, Walnut Bottom, Pennsylvania,
if she is living at the time of my death.
FOURTH: In the event that Joan M. Covey is not living at
the time of my death, or in the event that she and I shall die
NANCY°J. LOUG~RIDGE
Page one of two
(SEAL)
simultaneously, then I give, bequeath and devise all my property
to The Helen O. Krause Animal Foundation, Inc. of P. O. Box 311,
Mechanicsburg, Pennsylvania.
FIFTH: I hereby appoint my Friend, Joan M. Covey as Executrix
of this, my Last Will and Testament, but in the event that she
is unable or unwilling to serve, I then appoint Financial Trust
Corp as Executor of this, my Last Will and Testament, and I direct
that they shall not be required to give bond or other security
in any jurisdiction wherein proceedings may be held in connection
with my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 1st day of March, 1996.
WITNESS:
NANCY% J. LO~GHR~DGE
(SEAL)
Page two of two
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Nancy ~J. Louqhridqe
Date of Death: 06/27/2004 Estate No.
SSN: 272-28-2893 File No.
Date Letters Granted: 07/08/2004
To the Register:
Will No.
21-04-0635
2004-00635
'04 / U6 17 P3:24
I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served
on or mailed to the following beneficiaries of the above-captioned estate on N/A
Address
Name
Executrix is sole Beneficiary.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: 08/13/2004
Capacity:
Personal Representative
X Counsel for Personal
Representative
Continued on a Separate Page
(Signature)
Scott W. Morrison, Esquire
Name (Please type or print)
4 West Main Street
Address
P. O. Box 232
New Bloomfield PA 17068
Telephone No. (717)582-2300
LAW OFFICES
SCOTT W. MORRISON
CENTER SQUARE, P.O. BOX 232
NEW BLOOMFIELD, PA 17068
TELEPHONE: 717-582~2300
FAX: 717-582-4220
September 23, 2004
Cumberland County Courthouse
Register of Wills
1 Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Nancy J. Loughridge
No. 2004-00635
Date of Death: 6/27/04
To Whom It May Concern:
I enclose herewith a check in the amount of $4,000.00 for payment of estimated
inheritance tax on the above estate.
Very truly yours,
Scott W. Morrison, Esquire
SWM:trk
Enclosure
SCOTT W. MORRISON, ESQUIRE
CENTER SQUARE
P 0 BOX 232
NEW BLOOMFIELD PA I?OEE
CUMBERLAND COUNTY COURTHOUSE
REGISTER OF WILLS
1COURTHOUSESQUARE
CARLISLE, PA 17013-3387
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 2BO601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 0O4431
MORRISON SCOTT W ESQ
P O BOX 232
NEW BLOOMFIELD, PA 17068
fold
ESTATE INFORMATION: SSN: 272-28-2893
FILE NUMBER: 2104-0635
DECEDENT NAME: LOUGHRIDGE NANCY J
DATE OF PAYMENT: 09/27/2004
POSTMARK DATE: 09/24/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 06/27/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $4,000.00
TOTAL AMOUNT PAID:
$4,000.00
REMARKS:
SEAL
CHECK# 99
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV-1500EX + (6.-00)
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
NAfv
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-040635
COONTYCOi5E -YEAR- - - 'imimR--
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF BIRTH (MM-DD-Year)
SOCIAL SECURITY NUMBER
272-28-2893
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
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06/27/2004 09/30/1930
(IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
[X] 1. Original Return
D 4.lirnited Estate
[X] 6. Decedent Died Testate (Attach copy ofWlU:)
D 9. litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise {date ofdea!tl afler12-12-82)
D 7. Decedent Maintained a living Trust {Attach COjlyofTrust)
D 10. Spousal Poverty Credit (date ofdealh between 12-31-91 and 1-1-95)
D 3. RemalnderRetum (dateofdealhprioftol2-1.l-82)
D 5. Federal Estate Tax Return Required
Q.. 8. Total Number of Sare Depos. Boxes
D 11. Election to tax under Sec. 9113(A) (A"'"". 01
THIS SECTION MUST BE COMPLETED. ALLCORRESI'ONIlENCE ANDCONFIDEN ALAr~'INF'ORMATlON SHOULD BE. DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Scott W. Morrison Es uire
FIRM NAME (If Applicable)
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P. O. Box 232
55,677.60
PA 17068
~ OFFICIAL USE ONL y~ x)
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TELEPHONE NUMBER
717 582-2300
New Bloomfield
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partne"hip or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly OWned Property (Schedule F) (6)
o Separate Billing Requested
(1)
(2)
(3)
(4)
(5)
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus line 11)
13. Charitable and GovemmentalBequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
13,215.46
X _(15)
X _(16)
X .12 (17)
15,013.72 X .15 (18) 2,252.06
(19) 2,252.06
14. NelValue Subjectt. Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, ortransfe" under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. [8]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWERALlQUESTIONSONRINERSE SIDE AND RECHECK MATH < <
(8)
2,043.00
51.836.34
(11)
(12)
(13)
53,879.34
15,013.72
(14)
15,013.72
Decedent's Complete Address:
STREET ADORESS
149 East Main Street
~
CITY
Walnut Bottom
I STATE
PA
I liP
17266
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,252.0&
4.000.00
112.60
3. InteresUPenalty if applicable
O. Interest
E. Penalty
Total Credits (A + B + C)
(2)
4,112.60
T otallnteresUPenalty ( 0 + E ) (3)
4. If Line 2 is 9reater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Llna 20 to request a refund (4)
5. If Line 1 + Une 3 is greater than Line 2, enter fhe difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (5B)
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 property transferred: ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. refain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. if death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............. ...................................................... ........................... 0 00
3. Did decedent own an 'in trustfOf' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
conlains a beneficiary designation? ....................................................................................................... 0 00
1,860.54
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
f)-oS-
PA
PA 17068
For dates of death on or after July I, 1994 and before January 1, 1995, the tax rate imposed on the net vaiue of transfers to or for the use of the surviving spouse is 3%
[72 P.S. S9116 (a) (1.1) (i)].
For dales of death on or after January I, 1995, the tax rate imposed on the net value oltransfers to or for the use olthe surviving spouse is 0% [72 P.s. ~9116 (a) (1.1) (ii)].
The statule does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the nel value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. S9116(a)(I.2)].
The tax rate imposed on the nel value of transfers to or for the use of the decedent's lineal benefiCiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1 )].
Thetax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Seclion 9102, as an
individual who has at least one parent in common with the decedent, wilether by blood or adoption.
'EV""EX.i1.:I.
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Louohridoe Nancv J 21 04 0635
All real property owned 101e1y 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 wiDing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jolntly-owned with
right of
survlYorshln must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Frame dwelling situate in South Newton Township. Cumberland County, Pennsylvania _
assessed value $50,160.00 x common level ratio 1.11 = $55.677.60 - See Cumberland
County Record Book 259, Page 1403; being Tax Parcei No. 41-31-2230-062
VALUE AT DATE
OF DEATH
55,677.6Q
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
55 677.60
"'''"'''.:'''' '*
COMMONWEAl1H OF PENNSYLVANIA
INHERJTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK OEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
LOlJohridoe Nancv J 21 04 0635
Include the proceedS of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of ,uN!'Io"hlp mlllt be dilc\o$ed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
17.99
M&T Bank individual account
2.
Orrstown Bank Account #103800091
8,677.97
3.
Orrstown Bank Account #103004359
4,519.50
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
13215.4Q
.~EV'''''EX'{';''{.
COMMONWEALTH OF PENNSYLVAN<A
INHEmTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Louohridae Nancv J
21
04
0635
Debts of decedent musl be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES
1.
8. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe<<s) I EIN Number of Pernonal Representative(s)
Street Adcress
City State Zip
Year(s) Commission Paid:
2. Attomey Fees Scott W. Morrison 1,900.00
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Glenda Farner Strasbaugh 143.00
5. Accountanfs Fees
6. Tax Return Prepare(s Fees
7.
,
TOTAL (Also enter on line 9, Recapitulation) $ 2 043.00
(If more space is needed, insert additional sheets of the same size)
""""EX:""'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
ESTATE OF
Louahridae Nancv J.
Include unreimbursed medical expenses.
ITEM
NUMBER
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21 04
0635
1.
The Sentinel - estate advertising
OESCRIPTION
2.
Pharmerica - account
3.
Sarah A. Todd Memorisl Home
4.
TIM-CREE Assoc.
5.
Cumberland Law Journal
6.
Orrstown Bank - mortgage #3000173 L - See Cumberland County Record Book 1835,
Page 4750
7.
Refund Social Security Check
AMOUNT
156.83
7.95
1,551.43
914.70
75.00
48,378.43
752.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
51 836.34
REV.,513EX:I*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
, .. , ?1 nil M"'''
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
L TAXABLE DISTRIBUTIONS (indude ou~~rt spousal d~lributions, and transfers under
Sec. S116 (a (1.2))
1. Joan M. Covey None 100%
41 Hammond Road
Walnut Bottom, PA 17266
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
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, insert additional sheets of the same size)
FacetWin Screen Print for recdeeds, from "CAMA_Loginll 7/8/2004 12:08:10 PM
CUMBERLAND COUNTY ASSESSMENT OFFICE
NEIGHBORHOOD:
41
CONTROL # 41000423
1 PARCEL: 41-31-2230-062.
I SPEC ID: LOT:
~ Tback:
DISTRICT: 41 - SOUTH NEWTON TOWNSHIP SD:
I
I
IShort Name
ILAST NAME
I FIRST NAME
Ic/o NAME
IADDRESS1
IADDRESS2
IpOST OFFICE:
ISTATE & ZIP:
I
LOUGHRIDGE, NANCY J
LOUGHRIDGE
NANCY J
I
PROPERTY TYPE: R I
I
SALES
DEED BK/PG.....00259-01403
DATE OF SALE...09/15/2003
SELLING PRICE: 63000
149 EAST MAIN STREET
WALNUT BOTTOM
PA 17266
Situs: 149 E MAIN
Prop Descrip.:
LAND DESC: LAND
LAND USE TYPE:
DEEDED ACRES:
STREET
I CURRENT VALUES I
J Assessed Fair Market t,
FMV - 50160 L - 14000 I
C&G - B - 36160 I
approved? -> T 50160 I
101
.36
Screen 1
Number -Switch
Down Arrow -Next
Enter Selection >
Screens, X -Exit, J -Jump Mode,
Entry, Up Arrow -Previous Entry,
Record: 75138
F -Forms, I -Image
? -Screens, B -Browse
~u7&;3
Act Q(Yl5
". :~EGLEf:
'" ;.:"'~.~:.)r l)EED~.~
"U"\LANll COUNTY":'
'03 SEP 15 ArllO 57
Till< Porcel Number.
41-31-2230-062
THIS DEED
MADE this -ti!!!- day of 5-(~i ho/! ~-I'A,- ,2003,
BETWEEN
WAYNE L. LAUTSBAUGH and STACEY A. HOCKENBERRY, now by marriage STACEY A.
LAUTSBAUGH, husband and wife, of 15368 State Highway 27, Cadott, Wisconsin, acting by and
through HAMILTON C. DAVIS, as Agent under Powers of Attorney,
GRANTORS",
AND
NANCY J. LOUGHRIDGE, of 149 East Main Street, Walnut Bottom, Pennsylvania,
"GRANTEE".
WITNESSETH, that in consideration of the sum of Sixty-Three Thousand ($63,000.00)
Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said GRANTORS do hereby
grant and convey in fee simple to said GRANTEE,
ALL the following described real estate lying and being situate in South Newton Township,
Cumberland County, Pennsylvania, more particularly described as follows:
BEGINNING at a point in the center of the Walnut Bottom Road, or state Highway
#33 and on the line of the lot now or formerly of Samuel Bowers, Jr.; thence
Southerly along said Bowers land 209 feet, more or less, to an iron pipe at corner
and land of W. S. Meals and S. Alba Meals, his wife; thence Easterly along said
Meals land 75 feet to a stake at corner of said Meals land; thence Northerly 209 feet,
more or less, to the center of the Walnut Bottom Road or State Highway #33
aforesaid; thence Westerly along the center line of said Highway #33 75 feet, more
or less, to the corner of said Bowers land, the place of BEGINNING.
CONTAINING 6 perches, more or less.
UNDER AND SUBJECT to a setback line along the Walnut Bottom Road frontage 25 feet
back from the'side of the road and no structure or building shall be erected between the setback line
and the Road.
BEING the same premises conveyed by John K. Lautsbaugh Sr., a.k.a. John K. Lautsbaugh,
widower and single man, by deed dated April 7, 1989, and recorded April 10, 1989 in the Office
BOOK 259 P,ICE1403
. .
of the Recorder of Deeds of Cumberland County, Pennsylvania, in Deed Book "W", Volume 33,
Page 691, unto Wayne L. Lautsbaugh and Stacey A. Hockenberry, now by marriage Stacey A.
Lautsbaugh, husband and wife, the GRANTORS herein,
Hamilton C. Davis is acting as Agent under Powers of Attorney from the GRANTORS
dated July 18, 2003 and intended to be recorded immediately prior hereto.
AND, the said GRANTORS hereby warrant specially the property herein conveyed,
IN WITNESS WHEREOF, the said GRANTORS do hereby set their hands and seals the
day and year first above written.
Witness;
~~~~
\~-
tJ~~ L. 4.~b'\",L(SEAL)
W A . LAUTSBAUGH
By;
Agc;pt
51+<- Jl+ .
A . (SEAL)
ST . HOCKENBERRY,
now~Ym/ 'age STACEY A. LAU~SBAUGH
By; ~ r. ;;-
\\gent un er 'owef of Attorney
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COMMONWEAL 1H OF PENNSYL VANIA:
: ss.
COUNTY OF CUMBERLAND
On this the l~ day of 5,.PkJ.... 2003, before me, the undersigned officer, personally
appeared HAMIL TON C. D~ under Powers of Attorney for WAYNE L.
LAUTSBAUGH and STACEY A. LAUTSBAUGH, known to me (or satisfactorily proven) to be
the whose name is subscribed to the within instnnnent, and acknowledged that he executed the
same for the purposes therein contained, as and for the acts of his principals.
WITNESS my hand and official seal the day and year first above written.
. i<4"?
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Notary Public
(SEAL)
Notarial Seal
. H. Anlhony Adams NotlU)' PubU
Sh!ppcnsbura Bora C'um"-"--d C C
MyCo .. " 1."1:"<<111 t?~lUy
mmll..Iot1 ExP1fCI Mb:y IS. 2006
MIInllor'~Ia~",No_
d',
I do hereby certify that the precise residence, and complete post office ad!iresl! of the ~itbin
named GRANTEE is: I '11 Pc<~<!- f'ro.o., "" ~1 Wo.tl.Ju.t &.lCrr-, l-t... u
~ I)PVb
~..\ \0 ,2003 C)
Attorney for
HlllI1i1ton C. Davis, Esq.
PO Box 40
Shippensburg, PA 17257
(717) 532-5713
1 Certify this to be recorded
III Cumberland County PA
,,--.~~r' ~/'"
, ".-;: '~;
BOO~ :C59 "ACE1405
Fecorder of Deeds
3
~ M&fBank
Manufacturers and Traders Trust Company. 960 Walnut Bottom Road, Carlisle, PA 17013
717 240 4524 FA.x?1? 2417761
8/27/04
Scott W. Morrison
Center Square
P.O. Box 232
New Bloomfield, P A 17068
Dear Sir:
In response to your letter regarding the Estate of Nancy 1. Loughridge, I can tell you that Ms. Loughridge
had one open account with M & T Bank at the time of her death. It was an individual account, opened on
8/1111986. On 6/27/2004 the account had a balance of $17 .99. If I can be of further assistance, please call
717-240-4524. Thank you.
Sincerely,
-r A-,., '''''''Y
Tim Parry
Assistant Manager
Stone hedge Branch
8/18/04
;'ANCY J LOUGHRI DGE
Closed Messages
Last stmt balance:
Current balance:
l~View 6=Print T~Tset
Posted Check No S
3/09/04 P
3/10/04
3/10/04
4/11/04
4/11/04
5/10/04
5/10/04
6/10/04
6/10/04
7/11/04
7/11/04
7/19/04
7/19/04
7/19/04
~
ORRSTOWN
BANK
Deposit Inquiry
Account number:
P
P
.00
.00
TIc AFF
020 C B
160 C B
151 C I
160 C B
151 C I
160 C B
151 C I
160 C B
151 C I
160 C B
151 C I
160 C B
050 D C
151 C I
F4~Redisplay F7~Scan forward
F16~Sort F17~Top F18~Bottom
Last stmt
Statement
Control: From
Debit
8,677.97
F8~Scan backwards
F20~Unfold
date:
cycle:
To
Credit
1,087.00
4.22
.7000%
5.30
.7000%
4.81
.7000%
5.13
.7000%
5.15
.7000%
.66
.0000%
F11~Prior bal
F22~T/C
14:49:10
103800091
1 of 1
8/10/04 -
10
Balance
8,652.70
8,656.92
8,656.92
8,662.22
8,662.22
8,667.03
8,667.03
8,672.16
8,672.16
8,677.31
8,677.31
l~,677 .97)
.00
.00
Bottom
F15~EFT
F23~Checks
8/18/04
'JANCY J LOUGHRIDGE
Closed Messages
Last stmt balance:
Current balance:
:=View 6=Print T=Tset
Posted Check No S
6/15/04 189 P
6/16/04 190 P
6/28/04 T
6/29/04 191 P
6/30/04 192 P
7/01/04 C
7/01/04 F
7/02/04 C
7/06/04 193 P
7/11/04
7/11/04
7/19/04
7/19/04
7/19/04
~
ORRSTOWN
BANK
Deposit Inquiry
Account number:
P
P
.00
.00
T / C AFF
091 0 B
091 0 B
223 C B
091 0 B
091 0 B
163 C B
146 0 B
163 C B
091 0 B
160 C B
151 C I
160 C B
050 0 C
151 C I
F4=Redisplay F7=Scan forward
F16=Sort F17=Top F18=Bottom
Last stmt
Statement
Control: From
Debit
29.78
32.78
26.49
12.32
477.60
2.05
4,519.50
F8=Scan backwards
F20=Unfold
date:
cycle:
To
Credit
10.50
914.70
752.00
.32
.1000%
.05
.0000%
F11=Prior bal
F22=T/C
14:48:56
103004359
1 of 1
8/10/04 -
10
Balance
3,393.17
3,360.39
3,370.89
3,344.40
3,332.08
4,246.78
3,769.18
4,521.18
4,519.13
4,519.45
4,519.45
(4,519.50..)
.00
.00
Bottom
Fl5=EFT
F23=Checks
\y':/IJ "
J-d.a.rn.5
..
SD 701
RECORDATION REQUESTED BY:
ORR8'TOWN BAlIK
ICINQ STREET OFFICE
T7 EAST KINO STREET
P 0 lOX 2150
SHIPPENSBURO, PA 17257
.:.~-:- ,~. ZIEGLEr.
'. ~C'_:\;)f DEE%
,:-'LMH) COUNTY-"
WHEN RECORDED MAIL TO:
ORlIstOWIl BANK
P.O. BOX 250
SHlPPENSBURG, PA 11257
.~3 SEP 15 Rr110 57
SEND TAX NOTICES TO:
ORRSTOWN BANK
P.O, BOX 250
SHIPPENSIlUIIG, PA 1=7
[Space Above ThIa Una For Recording Data]
MORTGAGE
DEFINmONS
Wordo used In mulllPe sectionl of IhI8 docUll14W 8nI _ below end _ W<Xd8 8nI dellned In Sections 3, 1,. 13, 18, 20 and 21. CenaI\ rues
regsrdk\g \he uoage 01 wonls used In 1hI8 document.... 0180 provJcled In SectIon le.
(A) '8<<urlly 1"*"_' """'"" lhI8 document, which Is dated September 10, 2OO3,Ioge1hsr wiIh all RIdel1l to IhI8 document.
(II) 'Bon"..' Is NANCY J. LOUGHRIDGE. Bomlwer 18 !he rnoItgsgc< under II1Is Security Inslnlnsnt
(C) '1Ander' 18 ORRSTOWN BANK. l.8nder Is I organized end exi8ll'1g under !he laws of Pennsylvanl8. Lsnder'1
addf880 18 KING STREET OFFICE, n EAST KING STREET, POBOX 250, SHIPPENSBURG. PA 1=7. L8nde< Is !he mot1gagee under Ihls S8CIlI1ty
Instrument.
(0) .~. meens \he proml88ory nota 191ed by Borrower and dated S8p1ember 10. 2003. The No1e ltalas tI1et Bomlwer owes Lender Fifty
Thousand FOUl Hundred 1Io 001100 0ol8l8 (U.S. $50.400.00) p1UI 1nl8r88t Borrower his promlaed to pay II1Is debt In Iegular PerlodIc Payments end to
pay Ih8 d8bl in full notJater II18n 0cIllb8r " 2018.
(E) .Property' means lI1e property tI1et Is described below under \he ~ 'Tranafer of Rlglta In \he Prcpet1y."
(F) ....... means \he debt ev_ by !he Note, plus InteI1l8t any _ymenl charges end late charges due under lI1e Note, and 41811I11 due
under IhI8 Security Inslrum8'1t, plus _
(0) 'R-" meens all Riders 10 11118 Security Inslnl'Tlen1lhat arl 8X8Cuted by 1lo!T0Mr. The following R1ders are 10 be executed by Borrower [chack
box as appI/cabie~
o AdJ_ Rate Rider 0 Condominium Rider
o BaJ100n Rider 0 PIaMed \Jnl\ Oev&lopmen1 Rider
o 1-4 Family Rider 0 Biweekly Plyment Rider
(H) 'AppI_ Law' means 8/1 conlllllUng applicable _Ill!, ltale end 1oc8/lta1ul88, regulations. or<lnances end administrative rule8 end orders
(lI1at havllhe eIfect 01 few) as ..... as 41 sppIIcablo 1In8I, non-_"'''''' judicial oplnlan8.
(I) .ComnaInIty "-IItIon 0-. ..... _ _mentl. II1eWI8 41 dues, f888, ....88m.n18 end o!her charges lhat al1l Imposed on Bomlwer or
lI1e ProIl8f\Y by a condominium uaocletlon, homeownon assoclolJon or IImIIor organization. ,
(J) .E_ Funda Trtnsfer' means any _ 0I1unds, _than I _ orIg)1alad by check, walt. or simllor paperlnalrurnenl, whlch Is
initiated II1rough an 8Iectron1c 1anninal, 1eiephonic lnalnInent, computer, or """"* lape so as 10 order. InslruCt, or aulhOltte a financlallnstitullon 10
dobl or cl1ldll an 8CCO\.I1I. Such lenn Includes, bulle not limited 10, poInl-of._ transt8l1l, aulOl1\ated tailor machine _ns, translel1l Inillated by
telephone, wire _I1l, end automated clealfnghouselransf8l1l.
(I<) 'e- a.M' rnesns Ihoss llemllhat are desc~bed In SecIIon 3.
(L) .--..au. p_' means MY COI'IlIl8Il88II. _ent. lward of dam8ges, or proc..- paid by any II1lrd perty (oll1er II18n in8wancs
proceeds paid under \he covlrages descrl:Jed In SecIIon 5) lor: (I) damage to, or de8truc11on 01, lI1e Properly; (IJ) condemnation or otI1er taI<ing 01 all or
any perl of \he Properly; enll convlyance In lieu of condemnetlon; or (Iv) mIsfepfesootallons of. or omloslons as 10, Ihe value end/or condition 0I1h8
Proll8f\Y.
(M) .Mortgage _. me8f\lln8txance prol8Ctlng Londer agalnsl tI1e nonpayment of, or default on, lI1e Loon.
(N) 'PerIodIc Payment' maens \he .eguIar1y schoduled amount due for (II prinCipal end Int8rool tllder Ihe Note, plus (iI) any amounts under SecIIon
3 of 11118 Security Ins_.
(0) 'RESPA. m88ll8 tI1e Real Eal81a SsllIernen1 Proc;edure8 Act (12 U.S.C. S 2tlll1 et seq.) and ita inplsrnen1lng regulolJon, ReguIotIon X (24 C.F.R.
Plrt 3500). as Ihey might be smonded from lime 10 time, or any addIlIonaJ or s' lC04880r Iegl8Ia11on or regulation lhat govems 1ha same ~ rna1Ial.
As used In Ihls Security InstrumenL 'RESPA' r8l8l1l1o 8/1 requ!11lll14W8 and ""'k"'",," ," tI1et are Imposed In regenlto a"federdy relo.lad ~ loon'
IVen K tI1e Loan does not qualify as a _rally related ~ loan' under RESPA.
(P) .". c C f II Dr In Inter8It of Borrow..- means any party that has taken tItie 10 the Property. whether or not that party has assumed Bonowe(a
obligations under Ihe Notl anpIor Ihls SscurIIy Inllrunent
o Sscond Home Rider
o 01118<(1) [Ipecify] _
PENNSYLVANIA-Slngle FamUy-Fannl. _roddle Mac UNIFORM INSTRUMENT
Page 1 of 7
In==.t~
BK I B3~PG4 750
8/18/04
~ANCY J LOUGHRIDGE
149 EAST MAIN STREET
~ALNUT BOTTOM PA 17266
Messages Escrow 100%
Original loan amt
Current balance
Accrued interest
Late charges due
Current payoff
Payoff good thru
Next period payoff
One months interest
Interest base
Interest rate
Per diem
Other Charges
Balloon Payment
Sold balances
Fl=Addl functions
F6=Messages
~-
ORRSTOWN
BANK
Loan
Sold AFT Cr
50,400.00
48,478.65
110.76
.00
48,378.43
8/18/04
.00
201.99
Amortized
5.0000%
6.51580
.00
.00
.00
F3=Exit
F8=Maintenance
14:45:50
L024002
Birth date:
9/30/1930
272-28-2893
FHLB FIXED MORTGAGE
3000173 L
1 of 1
JAMES B DUBBS
9/10/03
180 M / 170
10/01/18
8/02/04
9/01/04
9/01/04
.00
.00
477.60
398.56
Int. included 1 M
Inquiry Page 01 of 10
CIF number: LOUTHAN
Phone: (H) (717) 532-6628
(B) (000) 000-0000
Tax 10 number:
Loan type: 35
Loan number:
Officer JBDUB
Original loan date
Loan term/remaining pmts
Maturity date
Last payment date
Next payment due date
Next scheduled pay date
Amt partially paid
Payment suspense
Payment amount
Prine & Int pmt
Payment type/freq
F4=Sweep Inquiry
F9=Relationships
More.. .
F5=History
F24=More Keys
,.-. ,._~~,~.",,~.,~.
LAST WILL AND TESTN~ENT
OF
NANCY J. LOUGHRIDGE
I, NANCY J. LOUGHRIDGE of R. D. #1, Stonehouse Road,
Green Park, Perry County, Pennsylvania, being of sound and disposing
mind, memory and understanding do hereby make, publish, and declare
this my Last will and Testament, hereby expressly revoking all
other writings in nature testamentary by me at any time heretofore
made.
FIRST:
I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
SECOND:
I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
THIRD:
I hereby give, bequeath and devise all the rest
and residue of my estate and property, real, personal and mixed,
of whatsoever nature and wheresoever situated, of which I may
own ac the time of my death, or to which I may be entitled or
of which I may have the right to dispose at the time of my death,
including my share of the sale proceeds of The Tannery, to my
Friend, Joan M. Covey of 41 Hammond Road, Walnut Bottom, Pennsylvania,
if she is living at the time of my death.
FOURTH:
In the event that Joan M. Covey is not living at
the time of my death, or in the event that she and I shall die
rJ.....,~ ~. L",t.J.Jr-
NANCY 'J. LOUGHRIDGE
(SEAL)
Page one of two
simultaneously, then I give, bequeath and devise all my property
to The Helen O. Krause Animal Foundation, Inc. of P. O. Box 311,
Mechanicsburg, Pennsylvania.
FIFTH:
I hereby appoint my Friend, Joan M. Covey as Executrix
of this, my Last will and Testament, but in the event that she
is unable or unwilling to serve, I then appoint Financial Trust
Corp as Executor of this, my Last will and Testament, and I direct
that they shall not be required to give bond or other security
in any jurisdiction wherein proceedings may be held in connection
with my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 1st day of March, 1996.
WITNESS:
1'iVlo(dA-101 F K:uy;/ 7;~~'~1
~4"~ 9. L.~~I..J\'k-
NANC J. LO GH DGE
~
------
Page two of two
(SEAL)
-I'
;;~"
~~t::t:
W~.t,
j' :~
I"c",
.,":::'
~;{
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105.8486
August 19, 2004
SCOTT W MORRISON ESQUIRE
ATTORNEY AT LAW
CENTER SQUARE
POBOX 232
NEW BLOOMFIELD PA 17068
Re, NANCY J LOUGHRIDGE
SSN, 272-28-2893
Dear Attorney Morrison:
Pursuant to your letter dated August 13, 2004, the Department of Public
Welfare (DPW), Estate Recovery Program, has reviewed the information you
provided regarding the above-referenced individual.
It has been determined that this individual did not receive any type of
assistance during the questioned period.
Therefore, according to the information you provided, the Department's
Estate Recovery Program will not seek any recovery from this estate.
If you have any questions, please feel free to contact me.
sincerely,
~.\I&Q
Ronald D. Hill, Manager
TPL - Casualty Unit
(717) 772-6604
(717)772-6553 FAX
06-27-2005
LOUGHRIDGE
06-27-2004
21 04-0635
CUMBERLAND
101
APPEAL DATE: 08-26-2005
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REV:is4;-iX-AFP"C03:0s3-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEMENT:-ALLOWANCE-OR---------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
NANCY J FILE NO. 21 04-0635 ACN 101
BUREAU OF INDIVIDUAl-TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSKENT OF TAX
P '"' .-.,'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,.;
"':: "II,
,;; .../"i
'\
(\~!"
SCOTT W ~RISON
PO BOX 232
NEW BLOOMFIELD
ESQ
PA 17068
ESTATE OF LOUGHRIDGE
...
REY-1547 EX AFP (06-05)
NANCY
J
TAX RETURN WAS: (X I ACCEPTED AS FILED
( I CHANGED
DATE 06-27-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AI
2. Stocks and Bonds (S_dule BI
3. Closely Held Stock/Partnership Interest (Sehedule C)
4. Hortgages/Notes Receivable (Schedule D)
,s. Cash/Bank Deposlts/l1isc. Personal Property (Schedule EJ
6. Jointly Owned Property (S_dule FI
7. Trans~.rs (Schedule SJ
8. Total As_ts
III
(21
(31
(41
(51
(61
(7)
55.677.60
.00
.00
.00
13.215.46
.00
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdJJ. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule II
11. Total Deductions
12. Net Value of Tax R.turn
13. CharitablalGoY.r~ntal Bequestsi Non-elected 9113 T~usts
14. Net Value of Est.te Subject to Tax
2,043.00
(91
1101
51.836.34
1111
1121
1131
(141
(Schedule J)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total of ALL
ASSESSMENT OF TAX:
IS. AlIOunt of Line 14 .t Spousal rat. US)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. AltOUnt of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B ~.t. l18J
19. P~inciP81 Tax D\M
T C :
NOTE: To insur8 p~oper
credit to your account,
sub.i t the upper portion
of this form with your
tax pay_nt.
/
68,893.06
1;3.R7lJ 34
15,013.72
.00
15,013.72
14, 15 and/Dr 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 x 12 =
15,013.72 X 15 =
1191=
INTEREST/PEN PAID (-I
112.60
AHDUNT PAID
4,000.00
DATE
09-24-2004
NUIlBER
CD004431
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
.00
.00
.00
2,252.06
2,252.06
4,112.60
1,860.54CR
.00
1,860.54CR
( IF TDTAL DUE IS LESS THAN $1, NO PA YI1ENT IS RE/lUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU KAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.I
BUREAU OF INDIVIDUAL llMl,E,y:;ncf' r',CCf'C I,r
INtERITANCE TAX DIYISION 1:_'v'\I ',_I:....;) '..I I ,),,/L ',.'!
PD BOX 280601 '-,- , I I '_
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
J:NHERJ:TANCE TAX
STATEMENT OF ACCOUNT
*
REV-1607 EX AFP (03-05)
?!'Jr;r: ii:llr' /2
.uUJ j ","J
PI1 I: 05
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-18-2005
LOUGHRIDGE
06-27-2004
21 04-0635
CUMBERLAND
101
_aunt R..i tted
NANCY
J
n:=
SCOTT W MO~g~~' E;li: 'iT
PO BOX 2320'
NEW BLOOMFIELD PA 17068
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax p.y..nt.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
-
.----------------.--.--.--.-------------------.--.-------------------------
REV-1607 EX AFP (03-05)
~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF LOUGHRIDGE NANCY J FILE NO.21 04-0635 ACN 101 DATE 07-18-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A sunHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 06-20-2005
PRINCIPAL TAX DUE: 2,252.06
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-24-2004 ~ CD004431 112.60 4,000.00
06-30-2005 REFUND .00 1,860.54-
TOTAL TAX CREDIT 2,252.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CRI,
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I
~X-
"'-
Cumberland County - Register Ot Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
MORRISON SCOTT W ESQ
POBOX 232
NEW BLOOMFIELD, PA 17068
RE: Estate of LOUGHRIDGE NANCY J
File Number: 2004-00635
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/27/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Reglster Ot Wllls
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
COVEY JOAN M
41 HAMMOND ROAD
WALNUT BOTTOM, JA 17266
RE: Estate of LOUGHRIDGE NANCY J
File Number: 2004-00635
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/27/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
G~~~
Clerk of the Orphans' Court
cc: File
Counsel
Register of Wi Us of Cumberland CCHLflty
STATUS REPORT tJNDERRULE 6.12
Name of Decedent: Nancy J. Loughri c1gp.
Date of Death: June 27, 2004
Estate No.: 21-04-0635
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes IX! No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No [Xl
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes IKl No 0
c. Copies of receipts, releases, joinders and approval offonnal or infonnal
accounts may be filed with the Clerk 0 e Orphans' Court and may be
attached to this report.
Date: 5 / 2 / 0 6
Scott W. Morrison, Esquire
Name
6 West Main Street
New Bloomfield, FA 17068
Address
(717) 582-2300
Telephone No.
Capacity: 0 Personal Representative
IX! Counsel for personal representative
r1'
('0f